Zbornik 27. mednarodne multikonference
INFORMACIJSKA DRUŽBA – IS 2024
Proceedings of the 27th International Multiconference
INFORMATION SOCIETY – IS 2024
Slovenska konferenca o umetni inteligenci
Slovenian Conference on Artificial Intelligence
Kognitivna znanost
Cognitive Science
Odkrivanje znanja in podatkovna skladišča - SiKDD
Data Mining and Data Warehouses – SiKDD
Miti in resnice o varovanju okolja
Myths and Truths about Environmental Protection
17. Mednarodna konferenca o prenosu tehnologij
17th International Technology Transfer Conference
Demografske in družinske analize
Demographic and Family Analyses
Vzgoja in izobraževanje v informacijski družbi
Education in Information Society
Digitalna vključenost v informacijski družbi
Digital Inclusion in Information Society
Konferenca o zdravi dolgoživosti
Conference on Healthy Longevity
Legende računalništva in informatike
Legends of Computing and Informatics
ChatGPT v zdravstvu
ChatGPT in Medicine
Digitalna preobrazba zdravstvene nege - SIZN 2024
Digital Transformation of Nursing - NIIG 2024
Uredniki in urednice / Editors
Mitja Luštrek, Matjaž Gams, Rok Piltaver, Anka Slana Ozimič, Borut Trpin, Toma Strle, Olga Markič, Dunja
Mladenić, Marko Grobelnik, Rafael Mihalič, Tomaž Ogrin, Erik Margan, Urška Florjančič, Robert Blatnik,
Špela Stres, Janez Malačič, Mari Jože Osredkar, Uroš Rajkovič, Borut Batagelj, Matjaž Debevc, Ines Kožuh,
Martin Lipovšek, Boštjan Petrič, Tone Stanovnik, Monika Simjanoska Misheva, Stevo Lukić, Franz Wotawa,
Jelena Ficzko, Ema Dornik, Uroš Rajkovič, Tamara Štemberger Kolnik, Gregor Štiglic, Boštjan Žvanut
http://is.ijs.si
7.–11. oktober 2024 / 7–11 October 2024
Ljubljana, Slovenia
Uredniki:
Mitja Luštrek, Odsek za inteligentne sisteme, Institut »Jožef Stefan«, Ljubljana
Matjaž Gams, Odsek za inteligentne sisteme, Institut »Jožef Stefan«, Ljubljana
Rok Piltaver, Outfit7, Ljubljana
Anka Slana Ozimič, Filozofska fakulteta, Univerza v Ljubljani
Borut Trpin, Filozofska fakulteta, Univerza v Ljubljani
Toma Strle, Center za Kognitivno znanost, Pedagoška fakulteta, Univerza v Ljubljani
Olga Markič, Filozofska fakulteta, Univerza v Ljubljani
Dunja Mladenić, Department for Artificial Intelligence, Jožef Stefan Institute, Ljubljana
Marko Grobelnik, Department for Artificial Intelligence, Jožef Stefan Institute, Ljubljana
Rafael Mihalič, Fakulteta za elektrotehniko, Univerza v Ljubljana
Tomaž Ogrin, Oddelek za anorgansko kemijo in tehnologijo, Institut Jožef Stefan, Ljubljana
Erik Margan, Oddelek za eksperimentalno fiziko osnovnih delcev, Institut Jožef Stefan, Ljubljana
Urška Florjančič, Služba za vsebinsko podporo projektom, prenos tehnologij in inovacije, Institut »Jožef Stefan«, Ljubljana
Robert Blatnik, Služba za vsebinsko podporo projektom, prenos tehnologij in inovacije, Institut »Jožef Stefan«, Ljubljana
Špela Stres
Janez Malačič, Ekonomska fakulteta, Ljubljana
Mari Jože Osredkar, Teološka fakulteta Poljanska 4, 1000 Ljubljana
Uroš Rajkovič, Fakulteta za organizacijske vede, Univerza v Mariboru
Borut Batagelj, Fakulteta za računalništvo in informatiko, Univerza v Ljubljani
Matjaž Debevc, Fakulteta za elektrotehniko, računalništvo in informatiko, Univerza v Mariboru
Ines Kožuh, Fakulteta za elektrotehniko, računalništvo in informatiko, Univerza v Mariboru
Martin Lipovšek, Društvo za vitalno podaljševanje življenja Slovenije
Boštjan Petrič, Medicinska fakulteta Univerza v Ljubljani
Tone Stanovnik, Špica, Ljubljana
Monika Simjanoska Misheva, Fakulteta za računalništvo in elektrotehniko, Skopje, Makedonija
Stevo Lukić, Nevrološka klinika Niš, Srbija
Franz Wotawa, Inštitut za tehnologijo programske opreme, Gradec, Avstrija
Jelena Ficzko, Zdravstvena fakulteta, Univerza v Ljubljani
Ema Dornik, Institut informacijskih znanosti
Tamara Štemberger Kolnik, Fakulteta za zdravstvene vede v Celju
Gregor Štiglic, Fakulteta za zdravstvene vede, Univerza v Mariboru
Boštjan Žvanut, Fakulteta za vede o zdravju, Univerza na Primorskem
Založnik: Institut »Jožef Stefan«, Ljubljana
Priprava zbornika: Mitja Lasič, Vesna Lasič, Lana Zemljak
Oblikovanje naslovnice: Vesna Lasič
Dostop do e-publikacije:
http://library.ijs.si/Stacks/Proceedings/InformationSociety
Ljubljana, december 2024
2. objava
Informacijska družba
ISSN 2630-371X
Kataložni zapis o publikaciji (CIP) pripravili v Narodni in univerzitetni knjižnici v Ljubljani
COBISS.SI-ID 217777923
ISBN 978-961-264-314-0 (PDF)
PREDGOVOR MULTIKONFERENCI
INFORMACIJSKA DRUŽBA 2024
Leto 2024 je hkrati udarno in tradicionalno. Že sedaj, še bolj pa v prihodnosti bosta računalništvo, informatika
(RI) in umetna inteligenca (UI) igrali ključno vlogo pri oblikovanju napredne in trajnostne družbe. Smo na
pragu nove dobe, v kateri generativna umetna inteligenca, kot je ChatGPT, in drugi inovativni pristopi utirajo
pot k superinteligenci in singularnosti, ključnim elementom, ki bodo definirali razcvet človeške civilizacije.
Naša konferenca je zato hkrati tradicionalna znanstvena, pa tudi povsem akademsko odprta za nove pogumne
ideje, inkubator novih pogledov in idej.
Letošnja konferenca ne le da analizira področja RI, temveč prinaša tudi osrednje razprave o perečih temah
današnjega časa – ohranjanje okolja, demografski izzivi, zdravstvo in preobrazba družbenih struktur. Razvoj
UI ponuja rešitve za skoraj vse izzive, s katerimi se soočamo, kar poudarja pomen sodelovanja med
strokovnjaki, raziskovalci in odločevalci, da bi skupaj oblikovali strategije za prihodnost. Zavedamo se, da
živimo v času velikih sprememb, kjer je ključno, da s poglobljenim znanjem in inovativnimi pristopi
oblikujemo informacijsko družbo, ki bo varna, vključujoča in trajnostna.
Letos smo ponosni, da smo v okviru multikonference združili dvanajst izjemnih konferenc, ki odražajo širino
in globino informacijskih ved: CHATMED v zdravstvu, Demografske in družinske analize, Digitalna
preobrazba zdravstvene nege, Digitalna vključenost v informacijski družbi – DIGIN 2024, Kognitivna
znanost, Konferenca o zdravi dolgoživosti, Legende računalništva in informatike, Mednarodna konferenca o
prenosu tehnologij, Miti in resnice o varovanju okolja, Odkrivanje znanja in podatkovna skladišča – SIKDD
2024, Slovenska konferenca o umetni inteligenci, Vzgoja in izobraževanje v RI.
Poleg referatov bodo razprave na okroglih mizah in delavnicah omogočile poglobljeno izmenjavo mnenj, ki
bo oblikovala prihodnjo informacijsko družbo. “Legende računalništva in informatike” predstavljajo
slovenski “Hall of Fame” za odlične posameznike s tega področja, razširjeni referati, objavljeni v reviji
Informatica z 48-letno tradicijo odličnosti, in sodelovanje s številnimi akademskimi institucijami in
združenji, kot so ACM Slovenija, SLAIS in Inženirska akademija Slovenije, bodo še naprej spodbujali razvoj
informacijske družbe. Skupaj bomo gradili temelje za prihodnost, ki bo oblikovana s tehnologijami,
osredotočena na človeka in njegove potrebe.
S podelitvijo nagrad, še posebej z nagrado Michie-Turing, se avtonomna RI stroka vsakoletno opredeli do
najbolj izstopajočih dosežkov. Nagrado Michie-Turing za izjemen življenjski prispevek k razvoju in
promociji informacijske družbe je prejel prof. dr. Borut Žalik. Priznanje za dosežek leta pripada prof. dr. Sašu
Džeroskemu za izjemne raziskovalne dosežke. »Informacijsko limono« za najmanj primerno informacijsko
tematiko je prejela nabava in razdeljevanjem osebnih računalnikov ministrstva, »informacijsko jagodo« kot
najboljšo potezo pa so sprejeli organizatorji tekmovanja ACM Slovenija. Čestitke nagrajencem!
Naša vizija je jasna: prepoznati, izkoristiti in oblikovati priložnosti, ki jih prinaša digitalna preobrazba, ter
ustvariti informacijsko družbo, ki bo koristila vsem njenim članom. Vsem sodelujočim se zahvaljujemo za
njihov prispevek k tej viziji in se veselimo prihodnjih dosežkov, ki jih bo oblikovala ta konferenca.
Mojca Ciglarič, predsednica programskega odbora
Matjaž Gams, predsednik organizacijskega odbora
PREFACE TO THE MULTICONFERENCE
INFORMATION SOCIETY 2024
The year 2024 is both ground-breaking and traditional. Now, and even more so in the future, computer
science, informatics (CS/I), and artificial intelligence (AI) will play a crucial role in shaping an advanced and
sustainable society. We are on the brink of a new era where generative artificial intelligence, such as
ChatGPT, and other innovative approaches are paving the way for superintelligence and singularity—key
elements that will define the flourishing of human civilization. Our conference is therefore both a traditional
scientific gathering and an academically open incubator for bold new ideas and perspectives.
This year's conference analyzes key CS/I areas and brings forward central discussions on pressing
contemporary issues—environmental preservation, demographic challenges, healthcare, and the
transformation of social structures. AI development offers solutions to nearly all challenges we face,
emphasizing the importance of collaboration between experts, researchers, and policymakers to shape future
strategies collectively. We recognize that we live in times of significant change, where it is crucial to build
an information society that is safe, inclusive, and sustainable, through deep knowledge and innovative
approaches.
This year, we are proud to have brought together twelve exceptional conferences within the multiconference
framework, reflecting the breadth and depth of information sciences:
• CHATMED in Healthcare
• Demographic and Family Analyses
• Digital Transformation of Healthcare Nursing
• Digital Inclusion in the Information Society – DIGIN 2024
• Cognitive Science
• Conference on Healthy Longevity
• Legends of Computer Science and Informatics
• International Conference on Technology Transfer
• Myths and Facts on Environmental Protection
• Data Mining and Data Warehouses – SIKDD 2024
• Slovenian Conference on Artificial Intelligence
• Education and Training in CS/IS.
In addition to papers, roundtable discussions and workshops will facilitate in-depth exchanges that will help
shape the future information society. The “Legends of Computer Science and Informatics” represents
Slovenia’s “Hall of Fame” for outstanding individuals in this field. At the same time, extended papers
published in the Informatica journal, with over 48 years of excellence, and collaboration with numerous
academic institutions and associations, such as ACM Slovenia, SLAIS, and the Slovenian Academy of
Engineering, will continue to foster the development of the information society. Together, we will build the
foundation for a future shaped by technology, yet focused on human needs.
The autonomous CS/IS community annually recognizes the most outstanding achievements through the
awards ceremony. The Michie-Turing Award for an exceptional lifetime contribution to the development and
promotion of the information society was awarded to Prof. Dr. Borut Žalik. The Achievement of the Year
Award goes to Prof. Dr. Sašo Džeroski. The "Information Lemon" for the least appropriate information topic
was given to the ministry's procurement and distribution of personal computers. At the same time, the
"Information Strawberry" for the best initiative was awarded to the organizers of the ACM Slovenia
competition. Congratulations to all the award winners!
Our vision is clear: to recognize, seize, and shape the opportunities brought by digital transformation and
create an information society that benefits all its members. We thank all participants for their contributions
and look forward to this conference's future achievements.
Mojca Ciglarič, Chair of the Program Committee
Matjaž Gams, Chair of the Organizing Committee
KONFERENČNI ODBORI
CONFERENCE COMMITTEES
International Programme Committee Organizing Committee
Vladimir Bajic, South Africa Matjaž Gams, chair
Heiner Benking, Germany Mitja Luštrek
Se Woo Cheon, South Korea Lana Zemljak
Howie Firth, UK Vesna Koricki
Olga Fomichova, Russia Mitja Lasič
Vladimir Fomichov, Russia Blaž Mahnič
Vesna Hljuz Dobric, Croatia
Alfred Inselberg, Israel
Jay Liebowitz, USA
Huan Liu, Singapore
Henz Martin, Germany
Marcin Paprzycki, USA
Claude Sammut, Australia
Jiri Wiedermann, Czech Republic
Xindong Wu, USA
Yiming Ye, USA
Ning Zhong, USA
Wray Buntine, Australia
Bezalel Gavish, USA
Gal A. Kaminka, Israel
Mike Bain, Australia
Michela Milano, Italy
Derong Liu, Chicago, USA
Toby Walsh, Australia
Sergio Campos-Cordobes, Spain
Shabnam Farahmand, Finland
Sergio Crovella, Italy
Programme Committee
Mojca Ciglarič, chair Marjan Heričko Baldomir Zajc
Bojan Orel Borka Jerman Blažič Džonova Blaž Zupan
Franc Solina Gorazd Kandus Boris Žemva
Viljan Mahnič Urban Kordeš Leon Žlajpah
Cene Bavec Marjan Krisper Niko Zimic
Tomaž Kalin Andrej Kuščer Rok Piltaver
Jozsef Györkös Jadran Lenarčič Toma Strle
Tadej Bajd Borut Likar Tine Kolenik
Jaroslav Berce Janez Malačič Franci Pivec
Mojca Bernik Olga Markič Uroš Rajkovič
Marko Bohanec Dunja Mladenič Borut Batagelj
Ivan Bratko Franc Novak Tomaž Ogrin
Andrej Brodnik Vladislav Rajkovič Aleš Ude
Dušan Caf Grega Repovš Bojan Blažica
Saša Divjak Ivan Rozman Matjaž Kljun
Tomaž Erjavec Niko Schlamberger Robert Blatnik
Bogdan Filipič Stanko Strmčnik Erik Dovgan
Andrej Gams Jurij Šilc Špela Stres
Matjaž Gams Jurij Tasič Anton Gradišek
Mitja Luštrek Denis Trček
Marko Grobelnik Andrej Ule
Nikola Guid Boštjan Vilfan
KAZALO / TABLE OF CONTENTS
Slovenska konferenca o umetni inteligenci / Slovenian Conference on Artificial Intelligence ................ 1
PREDGOVOR / FOREWORD ............................................................................................................................... 3
PROGRAMSKI ODBORI / PROGRAMME COMMITTEES ............................................................................... 5
PandaChat-RAG: Towards the Benchmark for Slovenian RAG Applications / Kuzman Taja, Pavleska Tanja,
Rupnik Urban, Cigoj Primož .............................................................................................................................. 7
Choosing Features for Stress Prediction with Machine Learning / Bengeri Katja, Lukan Junoš, Luštrek Mitja . 11
Predictive Modeling of Football Results in the WWIN League of Bosnia and Herzegovina / Vladić Ervin,
Mehanović Dželila, Avdić Elma ...................................................................................................................... 15
Sarcasm Detection in a Less-Resourced Language / Đoković Lazar, Robnik-Šikonja Marko ............................ 19
Speech-to-Service: Using LLMs to Facilitate Recording of Services in Healthcare / Smerkol Maj, Susič Rok,
Ratajec Mariša, Halbwachs Helena, Gradišek Anton ...................................................................................... 23
Performance Comparison of Axle Weight Prediction Algorithms on Time-Series Data / Kolar Žiga, Susič
David, Konečnik Martin, Prestor Domen, Pejanovič Nosaka Tomo, Kulauzović Bajko, Kalin Jan, Skobir
Matjaž, Gams Matjaž ....................................................................................................................................... 27
Comparison of Feature- and Embedding-based Approaches for Audio and Visual Emotion Classification /
Trojer Sebastijan, Anžur Zoja, Luštrek Mitja, Slapničar Gašper ..................................................................... 31
Multi-modal Data Collection and Preliminary Statistical Analysis for Cognitive Load Assessment / Krstevska
Ana, Kramar Sebastjan, Gjoreski Hristijan, Gjoreski Martin, Lukan Junoš, Trojer Sebastijan, Luštrek Mitja,
Slapničar Gašper .............................................................................................................................................. 35
Predicting Health-Related Absenteeism with Machine Learning: A Case Study / Piciga Aleksander, Kukar
Matjaž ............................................................................................................................................................... 39
Puzzle Generation for Ultimate-Tic-Tac-Toe / Zirkelbach Maj, Sadikov Aleksander ......................................... 43
Ethical Consideration and Sociological Challenges in the Integration of Artificial Intelligence in Mental Health
Services / Poljak Lukek Saša........................................................................................................................... 47
Optimization Problem Inspector: A Tool for Analysis of Industrial Optimization Problems and Their Solutions /
Tušar Tea, Cork Jordan, Andova Andrejaana, Filipič Bogdan ........................................................................ 51
Multi-Agent System for Autonomous Table Football: A Winning Strategy / Založnik Marcel, Šoln Kristjan ... 55
Towards a Decision Support System for Project Planning: Multi-Criteria Evaluation of Past Projects Success /
Hafner Miha, Bohanec Marko .......................................................................................................................... 59
Minimizing Costs and Risks in Demand Response Optimization: Insights from Initial Experiments / Nedić
Mila, Tušar Tea ................................................................................................................................................ 63
Predicting Hydrogen Adsorption Energies on Platinum Nanoparticles and Surfaces With Machine Learning /
Gašparič Lea, Kokalj Anton, Džeroski Sašo .................................................................................................... 67
SmartCHANGE Risk Prediction Tool: Demonstrating Risk Assessment for Children and Youth / Jordan
Marko, Reščič Nina, Kramar Sebastjan, Založnik Marcel, Luštrek Mitja ....................................................... 71
Predicting Mental States During VR Sessions Using Sensor Data and Machine Learning / Kizhevska Emilija,
Luštrek Mitja .................................................................................................................................................... 75
Biomarker Prediction in Colorectal Cancer Using Multiple Instance Learning / Shulajkovska Miljana, Jelenc
Matej, Jonnagaddala Jitenndra, Gradišek Anton .............................................................................................. 79
Feature-Based Emotion Classification Using Eye-Tracking Data / Božak Tomi, Luštrek Mitja, Slapničar Gašper
.......................................................................................................................................................................... 83
Kognitivna znanost / Cognitive Science ..................................................................................................... 87
PREDGOVOR / FOREWORD ............................................................................................................................. 89
PROGRAMSKI ODBORI / PROGRAMME COMMITTEES ............................................................................. 91
The Ontological Shock: What Psychedelics can Teach us about the Nature of the Mind / Sirk Maruša ............. 93
Innovative Supporting Approaches: Integrating Bibliotherapy, Psychodrama and AI as a Therapeutic
Conversational Tool / Mattová Veronika, Lazore Courtney ........................................................................... 98
Usability of Intelligent Assistive Technology Used by People With Dementia and Their Caregivers / Dečman
Klara ............................................................................................................................................................... 102
Open Science and Goodhart's Law / Pisanski Tomaž, Batagelj Vladimir, Pisanski Jan .................................... 106
The Consistency of the Research Field Data: A Case Study of Library and Information Science in Slovenia /
Pisanski Jan .................................................................................................................................................... 110
To Be or Not to Be… a Nahuatl Language Learning App. The Long-Term Survival or Discontinuation of
Indigenous Language Learning Apps on the Example of Nahuatl / Fischer Evelyn .................................... 113
Designing the Flow State Experience Using Modern Digital Technologies / Vidmar Eva................................ 117
The Transparency of Nudging: Evaluating Its Impact on Personal Autonomy / Pajmon Sabina, Strle Toma ... 121
Does the Use of Large Language Models in Scientific Research Bring Us Closer to the Point in Time When
Machines Will Dominate Humans? / Mali Franc .......................................................................................... 125
Comparing Academic Performance Across Course Topics: A Pilot Study / Fink Laura, Cestnik Bojan .......... 130
Linking the Normative and the Descriptive: Bounded Epistemic Rationality / Tomat Nastja ........................... 136
Exploring Human Perception Using Virtual Reality / Zibrek Katja ................................................................... 141
Vpliv generativne umetne inteligence na demokracijo / Košmrlj Lea, Bratko Ivan .......................................... 145
Razložljiva umetna inteligenca: kako naprej? / Farič Ana, Bratko Ivan ............................................................ 150
Exploring Cognitive Science under Analytical Idealism / Rodman Grega ........................................................ 155
Intelligent Revolution – a New Civilization and Cognitive Era / Gams Matjaž ................................................ 158
Cognitive Perspective on Production of Third Person Dative and Accusative Clitic Pronouns in Slovenian
School-Aged Children / Brežnik Dornik Maruša .......................................................................................... 164
Ballot Butts: Nudging towards Pro Environmental Behaviour / Hartmans Anouk, Karnelutti Lucija, Žužek
Leon, Strle Toma, Pajmon Sabina .................................................................................................................. 167
Problem Solving as a Key for Sustainable Future / Štibi Ivana, Gaurina Marija, Katavić Ivana, Stepanić Josip
........................................................................................................................................................................ 171
Mind, the Gap, and Other Cracks / Poljšak Kus Maša, Kordeš Urban ............................................................... 175
Bridging the Challenges in Experience Sampling Research / Seme Barbi, Sirk Maruša, Kordeš Urban .......... 179
Odkrivanje znanja in podatkovna skladišča - SiKDD / Data Mining and Data Warehouses - SiKDD 183
PREDGOVOR / FOREWORD ........................................................................................................................... 185
PROGRAMSKI ODBORI / PROGRAMME COMMITTEES ........................................................................... 187
Integrating Knowledge Graphs and Large Language Models for Querying in an Industrial Environment / Kenda
Klemen, Hočevar Domen ............................................................................................................................... 189
Comparative Analysis of Machine Learning Models for Groundwater Level Forecasting: The Impact of
Contextual Data / Klančič Rok, Kenda Klemen ............................................................................................ 193
Interactive Tool for Tracking Open-source Artificial Intelligence Progress on Hugging Face / Šinik Bogdan,
Vake Domen, Vičić Jernej, Tošić Aleksander................................................................................................ 197
Multilingual Hate Speech Modeling by Leveraging Inter-Annotator Disagreement / Grigor Patricia-Carla, Kralj
Novak Petra, Evkoski Bojan .......................................................................................................................... 201
Predicting Pronunciation Types in the Sloleks Morphological Lexicon of Slovene / Čibej Jaka ...................... 205
Higher-order bibliographic services based on bibliographic networks / Batagelj Vladimir, Pisanski Jan, Pisanski
Tomaž ............................................................................................................................................................. 209
Are papers all that counts? A bibliometric analysis of the Slovenian scientific community / Dupuis Aymeric,
Džeroski Sašo, Koloski Boshko, Martinc Matej ............................................................................................ 213
Empowering Open Education Methodologies with AI-based Strategies for the Customization of Education /
Amiel Tel, Mores Neto Antonio J., Pita Costa Joao, Polajnar Anja, Jermol Mitja ........................................ 217
Addressing Water Sustainability Challenges in North Africa with Artificial Intelligence / Zaouini Mustafa, Pita
Costa Joao, Cherakaoui Manal, Hachimi Hanaa, Abkari M. Wahib, Gourari Kamal, Lachheb Hatim, Tounsi
El Azzoiani Jad ............................................................................................................................................... 221
Predicting poverty using regression / Urbanč Luka, Grobelnik Marko, Pita Costa Joao ................................... 225
Fact Manipulation in News: LLM-Driven Synthesis and Evaluation of Fake News Annotation / Golob Luka,
Sittar Abdul .................................................................................................................................................... 229
Borrowing Words: Transfer Learning for Reported Speech Detection in Slovenian News Texts / Fijavž Zoran
........................................................................................................................................................................ 233
Connecting company performance to ESG terms in financial reports / Andrenšek Luka, Sitar Šuštar Katarina,
Pollak Senja, Purver Matthew ........................................................................................................................ 237
Classification of Patents Into Knowledge Fields: Using a Proposed Knowledge Mapping Taxonomy
(KnowMap) / Motamedi Elham, Novalija Inna, Rei Luis ............................................................................. 241
Enhancing causal graphs with domain knowledge: matching ontology concepts between ontologies and raw text
data / Stegnar Jernej, Rožanec Jože M., Leban Gregor, Mladenić Dunja ..................................................... 245
Measuring and Modeling CO2 Emissions in Machine Learning Processes / Hrib Ivo, Šturm Jan, Topal
Oleksandra, Škrjanc Maja .............................................................................................................................. 249
Enhancing Ontology Engineering with LLMs: From Search to Active Learning Extensions / Kholmska Ganna,
Kenda Klemen, Rožanec Jože M. .................................................................................................................. 255
On the Brazilian Observatory for Artificial Intelligence / Meira Silva Rafael, Godoy Oliveira Cristina, Costa
Luiz, Candia Vieira Joao Paulo, Pita Costa Joao ........................................................................................... 259
Pojavljanje incidentov ob uporabi Umetne Inteligence / Grobelnik Marko, Massri M. Besher, Guček Alenka,
Mladenić Dunja .............................................................................................................................................. 263
Perception of AI in Slovenia / Sittar Abdul, Guček Alenka, Mladenić Dunja ................................................... 267
Naslov / Šker Tesia, Rožanec Jože M., Leban Gregor, Mladenić Dunja ........................................................... 271
Generating Non-English Synthetic Medical Data Sets / Dolinar Lenart, Calcina Erik, Novak Erik ................. 275
LLNewsBias: A Multilingual News Dataset for Lifelong Learning / Swati, Mladenić Dunja .......................... 279
Creating Local World Models using LLMs / Longar Mark David, Novak Erik, Grobelnik Marko .................. 283
Semantic video content search and recommendation / Longar Mark David, Fir Jakob, Pangeršič Bor ............ 287
Continuous Planning of a Fleet of Shuttle Vans as Support for Dynamic Pricing / Stavrov Filip, Stopar Luka 291
Knowledge graph Extraction from Textual data using LLM / Gilliani Khasa, Novak Erik, Kenda Klemen,
Mladenić Dunja .............................................................................................................................................. 295
Solving hard optimization problems of packing, covering, and tiling via clique search / Szabo Sandor, Zavalnij
Bogdan ........................................................................................................................................................... 299
Miti in resnice o varovanju okolja / Myths and Truths About Environmental Protection .................... 303
PREDGOVOR / FOREWORD ........................................................................................................................... 305
PROGRAMSKI ODBORI / PROGRAMME COMMITTEES ........................................................................... 307
LCA data conforms to Benford’s law / Šinik Bogdan, Tošić Aleksander .......................................................... 309
Liquid Neural Network in Modelling Rainfall-Runoff Modelling / Teklu Henok, Gams Matjaž, Wielgosz
Maciej ............................................................................................................................................................. 313
The governance of cultural landscapes in the EU: A Comparative Analysis of the Nature Restoration Law and
the LULUCF Regulations / Schenk Richard ................................................................................................. 317
Serious Errors in the Assessment of the Atmospheric Greenhouse Effect / Margan Erik ................................. 321
Vrednost električne energije intermitirajočih virov in kanibalizem na trgu z električno energijo / Mihalič Rafael
........................................................................................................................................................................ 329
Kako razumeti ogljični odtis? / Radonjič Gregor ............................................................................................... 336
Ali je prispevek slovenske živinoreje k podnebnim spremembam precenjen? / Verbič Jože ............................ 339
Oblikovanje specifičnih habitatov kot ukrepanje za zmanjšanje vplivov hidroelektrarn na okolje / Hribar
Andraž ............................................................................................................................................................ 343
Aksiomi in miti o varovanju okolja in trajnostnem kmetijstvu / Gams Matjaž .................................................. 349
Umetna inteligenca o zeleni agendi / Špiler Jure ............................................................................................... 356
Radon v stavbah in kakovost bivanja / Valenčič Matjaž .................................................................................... 364
Postavljanje sončnih elektrarn na kmetijskih površinah - okoljski kriminal ali trajnostna raba prostora /
Valenčič Matjaž .............................................................................................................................................. 369
Skrivnost ljubljanske pitne vode in kanal C0 / Ogrin Tomaž ............................................................................. 375
Kakšna je cena jedrske energije in obnovljivih virov in kakšen je vpliv na okolje / Trkov Andrej ................... 381
O statusu in prihodnosti jedrske energije / Cizelj Leon ...................................................................................... 384
Natura 2000 in ohranjanje narave, spodbude ali ovire pri razvoju elektroenergetskega omrežja / Kregar Aleš 388
Sprejemljive in „nesprejemljive“ metode žlahtnjenja rastlin kot del boja za racionalno odločanje v okoljevarstvu
/ Bohanec Borut ............................................................................................................................................. 393
No fossil fuels - no food / Senegačnik Andrej .................................................................................................... 395
Nemški energetski prehod ter njegove politične in gospodarske posledice / Povh Dušan ................................. 399
Miti in resnice o elektromagnetnem sevanju / Lipič Karel ................................................................................. 402
17. Mednarodna konferenca o prenosu tehnologij / 17th International Technology Transfer Conference
............................................................................................................................................................... 407
PREDGOVOR / FOREWORD ........................................................................................................................... 409
PROGRAMSKI ODBORI / PROGRAMME COMMITTEES ........................................................................... 411
Intellectual Property as a Success Factor for Startups: Systematic Literature Review / Fortun Novak Maja .... 413
The Reversed European Paradox: do European Patents have a High Market Value but Low Impact? / Hafner
Ana ................................................................................................................................................................. 416
The Importance of Technology Transfer Offices in University Industry Collaboration: KTÜ TTM Example /
İskender Balaban Dilek, Değermenci Beril, Yüksel Harun, Yilmaz Eren, Kalyoncu Sedanur, Ayvaz Emrah,
Yildiz Oktay, Aykut Yalçın, Yildiz İslam, Sağlam Gözde, Ünver Müslüm Serhat, Sabir Hülya, Sönmez
Kerim, Gültekin Güler Tuğba, Aydin Aleyna ................................................................................................ 420
The Impact of International Networks on Grants, R&D, Knowledge and Technology Transfer – Case of COST
Network and KTU / Kalyoncu Sedanur, Yildiz İslam, Ayvaz Emrah, Sağlam Gözde, Ünver Müslüm Serhat,
Yildiz Oktay, Gültekin Güler Tuğba, Yilmaz Eren, Sönmez Kerim, Sabir Hülya, Değermenci Beril, Aykut
Yalçın, Koç Ayhan, İskender Balaban Dilek, Aydin Aleyna, Baş Seda ........................................................ 424
The Effect of Evaluating Graduate Thesis Topics as Invention Notification Form on Industrial and Intellectual
Property Applications: The Case of Karadeniz Technical University / Sönmez Kerim, Ayvaz Emrah, Sabir
Hülya, Değermenci Beril, Kalyoncu Sedanur, Yildiz İslam, Ünver Müslüm Serhat, Aykut Yalçın, Sağlam
Gözde, Yilmaz Eren, Aydin Aleyna, İskender Balaban Dilek, Gültekin Güler Tuğba, Koç Ayhan, Yildiz
Oktay .............................................................................................................................................................. 428
Using Open-Access Resources and Platforms to Create a Technology Transfer Ecosystem / Britchkovski
Viatcheslav ..................................................................................................................................................... 432
Fostering Open Innovation and Technology Transfer: Insights from the Euro-Mediterranean Innovation Camp
(EMIC) / El-Zoheiry Abdelhamid, Gladović Karen ...................................................................................... 436
Research Organisation-Industry Cooperation and State Aid Rules in Slovenia and Europe / Lutman Tomaž,
Florjančič Urška, Fric Urška .......................................................................................................................... 441
Feasibility Analysis for the New Mechanism of Knowledge Transfer within the INDUSAC Project / Odić
Duško, Mrgole Urška, Trobec Marjeta .......................................................................................................... 445
Aproaches to Monitoring and Impact Assessment in Reseach Infrastructures / Plaskan Jure, N. Brečko Barbara
........................................................................................................................................................................ 449
Intellectual Property Valuation in the Cyber Security Sector / E. Wachowicz Marta ........................................ 454
The Challenge of Licensing Artificial Intelligence Technology for Cybersecurity Applications / Rotnicki
Michał ............................................................................................................................................................ 458
Technology Transfer: Revenues Estimation in the Cyber Security Sector / Falkowski Michal J., Kaminski
Jaroslaw, Wachowicz Marta........................................................................................................................... 462
Prospects for the Use of AI Tools in the Republican Center for Technology Transfer Network / Uspenskiy
Alexander, Uspenski Aliaksei, Prybylski Maxim .......................................................................................... 466
Demografske in družinske analize / Demographic and Family Analyses .............................................. 471
PREDGOVOR / FOREWORD ........................................................................................................................... 473
PROGRAMSKI ODBORI / PROGRAMME COMMITTEES ........................................................................... 475
Razvoj empatije, vloga spola in socialne vrednote pri mladostnikih / The development of empathy, the role of
gender and social values in adolescents / Simonič Barbara .......................................................................... 477
Advantages of ICT technology in physical education lessons / Rajher Polona.................................................. 482
E-reading and e-books: specifics and challenges in school practice / Šebjanič Oražem Maja ........................... 486
Zlorabe pri starejših osebah / Repič Slavič Tanja .............................................................................................. 491
Matične knjige pravoslavne župnije sv. Cirila in Metoda v Ljubljani / Osredkar Mari Jože ............................. 496
Emigrations from Kosova in the First Two Decades of the 21st Century- Trend and Challenges / Behrami Sami
........................................................................................................................................................................ 501
The right to grave Possibilities of burying in cemeteries in Slovenia / Čepar Drago ......................................... 507
Physical inactivity burden assessment in Slovenia / Farčnik Daša, Došenović Bonča Petra, Pahor Marko,
Zalaznik Maja, Pruš Daša, Paravlić Armin, Vodičar Janez ........................................................................... 510
Cohort Fertility Trends in Post-Yugoslav States / Čipin Ivan ............................................................................ 514
Pregled planetarnih in lokalnih demografskih projekcij / Gams Matjaž ............................................................ 518
Pokritost strokovne in znanstvene produkcije v Sloveniji v področju epidemiologije depresije kot dela
demografije zdravja v COBISS.SI / Muhvič Šumandl Romana, Šercar Tvrtko-Matija ................................ 524
Ethical Consideration and Sociological Challenges in the Integration of Artificial Intelligence in Mental Health
Services / Poljak Lukek Saša......................................................................................................................... 529
Novejši razvoj rodnosti po redu rojstva v Sloveniji / Malačič Janez ................................................................. 533
The aggregate loss of GDP resulting from premature mortality: a methodological approach based on GDP
decomposition at occupational level / Redek Tjaša, Došenović Bonča Petra, Farčnik Daša, Istenič Tanja . 539
Mitigating adverse health effects of chronic illnesses on work outcomes: A conceptual framework / Došenović
Bonča Petra, Bavdaž Mojca, Ponikvar Nina, Redek Tjaša ............................................................................ 543
Ko tempo sestavina v stopnji celotne rodnosti izzveni / Sambt Jože ................................................................. 547
Vzgoja in izobraževanje v informacijski družbi / Education in Information Society ............................ 551
PREDGOVOR / FOREWORD ........................................................................................................................... 553
PROGRAMSKI ODBORI / PROGRAMME COMMITTEES ........................................................................... 555
Optimizacija praktičnega pouka digitalne tehnike z avtomatskim testiranjem integriranih vezij / Albreht Jaka
........................................................................................................................................................................ 557
Codeium kot podporni asistent v poučevanju programiranja / Babič Davorin................................................... 560
Uporaba spletnega orodja H5P za formativno spremljanje poučevanja računalniškega mišljenja / Babič Davorin
........................................................................................................................................................................ 566
Utrjevanje snovi preko interaktivne sobe pobega / Bežan Simona .................................................................... 571
Pouk matematike z IKT / Bizjak Blanka ............................................................................................................ 575
Do boljšega razumevanja fizikalnih količin s pomočjo temeljnih znanj računalništva in informatike / Bobnarič
Roman, Keček Vaupotič Lenka ...................................................................................................................... 579
Prepletanje kmetijske stroke, strokovne informatike in statistike ter knjižničnih znanj / Bosnar Darinka ........ 584
Digitalne dimenzije ob Prešernovi klasiki: IKT kot orodje za sodobno obravnavo Krsta pri Savici / Breznik
Andreja ........................................................................................................................................................... 588
Programiranje + fizika → Igra se začne / Candellari Zdenka ............................................................................ 592
Razvijanje digitalnih kompetenc na OŠ Prežihovega Voranca Maribor / Carmona Natalija ............................. 595
Povezanost psihoedukativnega pristopa in ravni pismenosti o anksioznih motnjah / Dernovšček Hafner Nataša,
Šprah Lilijana ................................................................................................................................................. 600
Kaj lahko postorimo za svojo varnost na osebnem računalniku? / Divjak Saša ................................................. 605
Digitalna pismenost v osnovnošolskem izobraževanju / Dončev Aleksandar, Jereb Eva .................................. 606
Učenje španščine z jezikovno aplikacijo Duolingo / Dvoraček Ana .................................................................. 610
Vloga umetne inteligence pri ustvarjanju zgodb v animiranih filmih: »Vpliv na kognitivne procese in
izobraževalni sistem« / Guštin Mojca ........................................................................................................... 614
Matematika, logika in Mathematica / Hafner Izidor .......................................................................................... 620
Reklama za branje knjig / Jelen Polona .............................................................................................................. 622
Uporaba video kamere pri poučevanju športne vzgoje / Jurgele Anže .............................................................. 625
Učenje preko ustvarjanja: uporaba IKT v projektu Knjiga podajanka / Kirn Urša ............................................ 628
Spopadanje z izzivi pri razvijanju digitalnih veščin pri učencih z učnimi težavami v redni osnovni šoli / Kokec
Barbara ........................................................................................................................................................... 633
Knjižnično informacijska znanja pri pouku Slovenščine v 7. razredu / Kokelj Martina .................................... 636
Matematika – vir motivacije za programiranje / Kopinč Gregor ....................................................................... 639
S projektnim delom in umetno inteligenco pri pouku tehnike / Koščak Veronika ............................................. 643
Knjižnično informacijsko znanje in IKT – papir in oblak v šolski knjižnici Gimnazije Ptuj / Kosi Jelka ......... 647
Digitalne kompetence učitelja pri delu z učenci s posebnimi potrebami / Kovač Klaudija ............................... 651
Preverjanje predznanja z digitalno tehnologijo / Koželj Ksenija, Smrekar Erika .............................................. 654
Izdelava interaktivnih tematskih listov s spletnim orodjem Canva / Kuhar Marjeta .......................................... 657
Do rešitve avtentičnih problemov z matematiko in informatiko / Lasič Nastja, Kramar Andreja ..................... 661
Uporaba digitalnih kompetenc v vzgojno izobraževalnem zavodu / Letonja Stanislava ................................... 665
Učna analitika med visokošolskimi učitelji: preliminarni rezultati / Marolt Marjeta, Žnidaršič Anja, Jakšić
Danijela, Slavuj Vanja .................................................................................................................................... 667
Ustvarjanje in vrednotenje labirintov / Mejač Anja, Nančovska Šerbec Irena ................................................... 672
Šolska knjižnica v koraku s časom / Mlakar Tina .............................................................................................. 678
Odkrivanje naravoslovnih konceptov skozi igro: Kombinacija tradicionalnih in digitalnih metod v vrtcu /
Mlinar Renata ................................................................................................................................................. 683
Stolp v Pisi z vidika likovne umetnosti, matematike in informatike / Močnik Alenka ...................................... 688
Ali bo umetna inteligenca spremenila raziskovanje v osnovni šoli / Mrkela Vesna, Voglar Rafaela ................ 692
Poučevanje algoritmov in programiranja z Arduino platformo: Praktični primer iz srednješolskega okolja /
Muha Simon, Konečnik Simon ...................................................................................................................... 694
Uporaba umetne inteligence v osnovni šoli / Pajnik Tina, Strgar Sonja ............................................................ 698
Uporaba digitalne analize pri opisu enostavnih nihal – Interdisciplinarni primer povezovanja fizike, matematike
in računalništva / Pestotnik Stres Luna ......................................................................................................... 703
Umetna inteligenca v izobraževalnem procesu – uporaba virtualnih laboratorijev pri kemiji / Povšič Miha .... 708
Prednosti IKT tehnologije pri pouku športne vzgoje / Rajher Polona ................................................................ 711
Informacijska tehnologija pri inkluzivnem pouku tujega jezika / Rajhman Tina............................................... 715
Pomanjkanje kritičnega mišljenja je nevarnejše od umetne intelligence / Rajkovic Vladislav .......................... 718
Uporaba izobraževalnih aplikacij za prepoznavo travniških rastlin / Rebec Suzana ......................................... 719
Uporaba informacijsko komunikacijske tehnologije pri poučevanju slepih in slabovidnih otrok, mladostnikov ter
izzivi, ki nastajajo pri tem / Ribič Marko ...................................................................................................... 723
Izdelava videoposnetkov za lažje utrjevanje slovničnih struktur v tujem jeziku / Rolih Eva ............................ 726
Izpopolnjevanje jezikovnih in digitalnih veščin s projektnim delom: Ustvarjanje razrednega tabloida s platformo
Canva / Rolih Eva ......................................................................................................................................... 730
Uporaba aplikacije Stanford Cable TV News Analyzer v visokem šolstvu / Romih Dejan, Možina Feliks, Fir
Nejc, Dajčman Silvo, Baruca Arne ................................................................................................................ 733
Razvijanje socialno-emocionalnih veščin z uporabo animiranega filma v predšolskem obdobju / Sterle Luka 737
Psihologija barv na tečaju grafičnega oblikovanja / Strniša Iva ......................................................................... 741
S kvizom spoznajmo živali na travniku / Šebenik Tina ..................................................................................... 746
E-branje in e-knjige: posebnosti in izzivi v šolski praksi / Šebjanič Oražem Maja ........................................... 749
Umetnointeligenčna pismenost in šolske knjižnice / Škrlj Gregor ..................................................................... 754
E-igrifikacija kot metoda dela z učenci s posebnimi potrebami v osnovni šoli / Šuštaršič Urška ..................... 757
Malo po nemško z IKT / Tori Lea ...................................................................................................................... 762
Understanding Factors Affecting Artificial Intelligence Literacy among Higher Education Students / Torre
Cambón Silvia, Kožuh Ines ............................................................................................................................ 767
Pogovorno programerstvo: pot do boljšega razumevanja izotopov / Trost Marina ........................................... 771
Z umetno inteligenco nad domače branje / Traven Eva ..................................................................................... 775
Uporaba orodja OneNote pri delu z učencem z več motnjami: študija primera / Valentinčič Lara ................... 778
Uporaba spletnega okolja MS Teams za izboljšanje učnih dosežkov mladinskega pevskega zbora / Vavpotič
Mitja ............................................................................................................................................................... 781
Analiza projektnega dela za pridobitev praktičnih izkušenj in znanj študentov v delovnem okolju / Werber
Borut ............................................................................................................................................................... 784
Nekaj izkušenj pri uporabi ChatGPT pri poučevanju študentov na FUDŠ – smer Mediji in novinarstvo /
Zakrajšek Srečo, Zakrajšek Miha ................................................................................................................... 791
Digitalna vključenost v informacijski družbi / Digital Inclusion in Information Society ..................... 795
PREDGOVOR / FOREWORD ........................................................................................................................... 797
PROGRAMSKI ODBORI / PROGRAMME COMMITTEES ........................................................................... 799
Exploring Digital Media Literacy: A Case Study of Elderly Deaf Users in Slovenia / Horvat Laura, Čakš Peter,
Lovrenčič Držanič Irena, Kožuh Ines ............................................................................................................. 801
Innovative Technological Solutions for Cities as a Response to the Challenges of Multimodal Mobility for All
Citizens / Demšar Jani, Lovrić Marina, Rener Roman .................................................................................. 805
The role of communication skills in the development of digital literacy competencies using the "DigInGreen"
model / Forte Mateja, Obrecht Matevž, Slomšek Šlamberger Bojana .......................................................... 809
The Moore’s Law for Education and the Need for Inclusion / Balas Marius, Balas Valentina, Rad Dana, Rad
Gavril, Correia Sergio .................................................................................................................................... 812
Multimedia Based Sign Language Dictionaries: How are Potential Users Involved? / Juvan Žana, Pečnik
Klemen ........................................................................................................................................................... 816
(In)Accessibility of Slovenian E-commerce the Year Before the European Accessibility Act / Cerovec Bogdan
........................................................................................................................................................................ 820
Digital Inclusion of Children with Special Needs in Extracurricular Sports Activities / Maver Nuša, Debevc
Matjaž, Košir Katja ........................................................................................................................................ 824
A micro-Learning Units Package for Improving Inclusive Digital Education in HEI / Correia Sergio, Cunha
Ana, Pušnik Maja, Šumak Boštjan ................................................................................................................. 828
Segmentation of students with special needs at the University of Ljubljana / Košir Andrej, Košir Janja, Zaletelj
Janez ............................................................................................................................................................... 832
Introducing a Solution_ The Self-Evaluation Tool in Practice / Leandro Isabel, Marmol Marta ...................... 836
Analysis of the Self-Evaluation Tool: A Pilot Study* / Can Tuncer, Simsek Irfan, Göksu Hüseyin................. 839
Definition of a Framework for Self-Evaluation Tool: Optimizing Evaluation Practices for Enhanced
Performance in HEI / Pušnik Maja, Šumak Boštjan, Kous Katja, Gallo Florian, Dolza Enrico ................... 842
Good practices in creating an inclusive environment in High Education Institutions / Ivanuša Kline Darja,
Carlos Neves José, Sousa Carla, Infante Moro Neves Alfonso, Doratiotto Silvia, Simsek Irfan, Šumak
Boštjan, Pušnik Maja ...................................................................................................................................... 846
Technological Speech Adaptation for Professional Work as a Lawyer and Law Professor: A Case of a Patient
with Multiple Sclerosis / Ahlin Doljak Sara ................................................................................................. 850
Konferenca o zdravi dolgoživosti / Conference on Healthy Longevity ................................................... 855
PREDGOVOR / FOREWORD ........................................................................................................................... 857
PROGRAMSKI ODBORI / PROGRAMME COMMITTEES ........................................................................... 859
Vital Longevity – Challenges and Opportunities for Future Society / Javornik Branka .................................... 861
The 8 Pillars of Health – What We Can Do Ourselves and the Opportunities in Medicine – Gordana's Method /
Kalan Živčec Gordana .................................................................................................................................... 863
The Power of Royal Jelly in Healthy Aging / Kopinč Rok ................................................................................ 864
Advocacy in Action: How Patient Advocacy, Public Policy, and Science Communication Drive Scientific
Progress and Benefit Society / King Melissa ................................................................................................ 865
The Right to Health and Longevity: An Evolving Human Right? / Tietz - Latza Alexander ............................ 866
Should Christians Be Opposed to Technologically Achieved Life Extension? Why Kierkegaard Might Make a
Bad Transhumanist / Buben Adam ............................................................................................................... 867
Legende računalništva in informatike / Legends of Computing and Informatics ................................. 869
PREDGOVOR / FOREWORD ........................................................................................................................... 871
PROGRAMSKI ODBORI / PROGRAMME COMMITTEES ........................................................................... 873
Achievements of the Candidate Marjan Mernik / Mernik Marjan ..................................................................... 875
Contributions of Igor Bernik in the field of informatics / Bernik Igor ............................................................... 878
Dosežki kandidata Marka Bajca / Bajec Marko ................................................................................................. 880
Kratek življenjepis (Borut Robič) / Robič Borut ................................................................................................ 883
Marjan Krisper Career Path and Achivements / Krisper Marjan ....................................................................... 885
Dosežki kandidata Devida Palčiča / Palčič Devid ........................................................................................... 888
"Moja pot skozi 44 let dela na področju računalništva in informatike" / Ojsteršek Milan ................................. 891
ChatGPT v zdravstvu / ChatMED in Medicine ....................................................................................... 895
PREDGOVOR / FOREWORD ........................................................................................................................... 897
PROGRAMSKI ODBORI / PROGRAMME COMMITTEES ........................................................................... 899
Automatic Reviewing of Conference Papers in Healthcare and Other Sciences Using ChatGPT / Gams Matjaž,
Bolješić Luka, Korlat Alex, Kocuvan Primož ................................................................................................ 901
Leveraging Federated Learning for Secure Transfer and Deployment of ML Models in Healthcare / Dodevski
Zlate, Pavleska Tanja, Trajkovik Vladimir .................................................................................................... 905
Use and Limitations of ChatGPT in Mental Health Disorders / Petrović Jovana, Binić Iva, Vacev Maša, Lukić
Stevo ............................................................................................................................................................... 911
Testing ChatGPT’s Performance on Medical Diagnostic Tasks / Perko Alexander, Wotawa Franz ................. 914
HomeDOCtor App: Integrating Medical Knowledge into GPT for Personal Health Counseling / Zadobovšek
Matic, Kocuvan Primož, Gams Matjaž .......................................................................................................... 920
Standards for Use of LLM in Medical Diagnosis / Svetozarević Mihailo, Janković Isidora, Janković Sonja,
Lukić Stevo .................................................................................................................................................... 926
Using Combinatorial Testing for Prompt Engineering of LLMs in Medicine / Perko Alexander, Nica Iulia,
Wotawa Franz ................................................................................................................................................ 930
Meeting Cultural and Linguistic Demands to Accommodate Fine-Tuned LLMs to Local Medical Customs and
Patient Communication / Petrovska Dojchinovska Gordana, Simjanoska Misheva Monika, Mishev Kostadin
........................................................................................................................................................................ 936
Digitalna preobrazba zdravstvene nege - SIZN 2024 / Digital Transformation of Nursing - SIZN 2024
............................................................................................................................................................... 941
PREDGOVOR / FOREWORD ........................................................................................................................... 943
PROGRAMSKI ODBORI / PROGRAMME COMMITTEES ........................................................................... 945
Ali lahko etična odobritev in soglasje pacienta sledita pogovornim posrednikom na področju duševnega
zdravja? / Can Ethical Approval and Patient Consent Keep Pace with Conversational Agents in Mental
Health? / Cilar Budler Leona, Stiglic Gregor ................................................................................................ 947
Uporaba umetne inteligence v procesu zdravstvene nege: Analiza vpliva navodil na kakovost rezultatov / The
use of artificial intelligence in the nursing process: An analysis of the impact of instructions on quality of
outcomes / Hrovat Bukovšek Andreja, Ljubič Andreja ................................................................................ 948
Povezanost dimenzij informacijske varnostne kulture z namero nepooblaščenega dostopa do zdravstvenih
podatkov / The Relationship Between the Dimensions of Information Security Culture and the Intention of
Unauthorised Access to Health Data / Mikuletič Samanta, Žvanut Boštjan ................................................. 949
Odkrivanje znanja v zdravstvenih informacijskih sistemih s pomočjo rudarjenja procesov / Knowledge
discovery in healthcare information systems with process mining / Polančič Gregor .................................. 950
Ocena digitalnih kompetenc medicinskih sester v klinični praksi: opisna raziskava / Assessing digital
competencies of nurses in a clinical practice: a descriptive study / Grmšek Svetlin Anton, Peršolja Melita955
Prevod in validacija vprašalnika SHAIP za ocenjevanje stališč zaposlenih v zdravstveni negi o umetni
inteligenci / Translation and validation of the SHAIP questionnaire for assessment of nursing staff's
perceptions of artificial intelligence / Praprotnik Deja, Žvanut Boštjan ....................................................... 956
Pridobivanje mikrodokazil z uporabo simulacij v zdravstveni negi / Obtaining micro-credentials through
simulation in nursing / Renko Jakob, Karnjuš Igor, Pucer Patrik ................................................................. 957
Uporaba navidezne in obogatene resničnosti v zdravstveni negi / Using Virtual and Augmented Reality in
Nursing / Peterlin Mojca, Ficzko Jelena, Dolničar Danica ........................................................................... 962
Implementacija digitalnih rešitev v specialističnih ambulantah in bolniških oddelkih Splošne bolnišnice Jesenice
ter njihov vpliv na kakovostno zdravstveno obravnavo pacientov / Implementation of digital solutions in
specialist clinics and inpatient wards of the Jesenice General Hospital and their impact on the quality of
patient care / Justin Anton, Bijol Alenka ...................................................................................................... 966
Indeks avtorjev / Author index ................................................................................................................. 971
Zbornik 27. mednarodne multikonference
INFORMACIJSKA DRUŽBA – IS 2024
Zvezek A
Proceedings of the 27th International Multiconference
INFORMATION SOCIETY – IS 2024
Volume A
Slovenska konferenca o umetni inteligenci
Slovenian Conference on Artificial Intelligence
Uredniki / Editors
Mitja Luštrek, Matjaž Gams, Rok Piltaver
http://is.ijs.si
10. –11. oktober 2024 / 10–11 October 2024
Ljubljana, Slovenia
PREDGOVOR
Umetna inteligenca doživlja neverjeten in pospešen razvoj, ko se po tričetrt stoletja, ko je
Alan Mathison Turing postavil temelje računalništva in umetne inteligence, končno približuje
ne le človeški inteligenci, temveč tudi drugim ključnim človeškim lastnostim, kot sta
ustvarjalnost, čustvena inteligenca in zavest. Na številnih področjih umetna inteligenca že
presega zmogljivosti večine ljudi in celo strokovnjakov. Veliki jezikovni modeli dosegajo
tovrstne rezultate tudi pri dosti manj strukturiranih problemih, kot je bilo predstavljivo pred
nekaj leti, npr. pri strokovnih izpitih ter besedilnih nalogah iz matematike in programiranja.
Generativna umetna inteligenca že zdaj spreminja svet. Postala je nepogrešljivo orodje v
poslovnem svetu, raziskavah in vsakdanjem življenju, saj omogoča pisanje besedil,
ustvarjanje kode, generiranje slik in reševanje kompleksnih problemov. Možno je celo, da
smo priča začetkom singularnosti – prelomnega trenutka, ko bo umetna inteligenca presegla
človeško inteligenco in omogočila revolucijo na področju produktivnosti in inovacij, čeprav
bo treba na sodbo o tem še počakati. Optimizem glede prihodnosti je utemeljen: če se bo
razvoj nadaljeval s trenutnim tempom, si lahko predstavljamo svet, kjer bo umetna inteligenca
povsem preoblikovala gospodarstvo, znanost in način življenja, pri čemer bo omogočila višjo
kakovost življenja za vse.
Čeprav nekateri umetno inteligenco vidijo kot grožnjo, njen trenutni razmah resnejših težav še
ni prinesel. Nadejamo se, da bo zadosten del raziskav usmerjen v varnost umetne inteligence,
da bo tako ostalo. Z morebitnimi škodljivimi učinki umetne inteligence se spopadajo tudi
regulatorji, za katere upamo, da bodo uspešno krmarili med tem ciljem in pretiranim
zaviranjem razvoja.
Dostopnost velikih jezikovnih modelov, kot so GPT-ji, pomeni, da so naloge, ki zahtevajo
razumevanje in generiranje naravnega jezika, lažje kot kadar koli prej. Mnogi raziskovalci
verjamejo, da bo prihodnost programiranja prešla iz tradicionalnih jezikov, kot je Python, na
velike jezikovne modele, kjer bo umetna inteligenca generirala kodo in rešitve po meri.
Čeprav je razvoj teh modelov zahtevna naloga, ki presega zmožnosti večine organizacij, se
ljudje navajamo na uporabo tega fenomenalnega orodja. Pričakujemo, da bo umetna
inteligenca postala učinkovit in zanesljiv partner človeštva.
Že letos vidimo, da so konference v sklopu Informacijske družbe posvečene prav velikim
jezikovnim modelom. V okviru Slovenske konference o umetni inteligenci organiziramo
formalno debato dijakov – izkušenih debaterjev, ki se udeležujejo mednarodnih tekmovanj – o
tem, kako bo umetna inteligenca oblikovala prihodnost in zakaj bi to lahko bila najboljša
prihodnost doslej.
Matjaž Gams
Mitja Luštrek
Rok Piltaver
predsedniki Slovenske konference o umetni inteligenci
FOREWORD
Artificial intelligence is experiencing incredible and accelerated development. After three-
quarters of a century since Alan Mathison Turing laid the foundations of computing and
artificial intelligence, it is finally approaching not only human intelligence but also other key
human traits such as creativity, emotional intelligence and consciousness. In many areas,
artificial intelligence already surpasses the capabilities of most people and even experts. Large
language models are achieving such results even in much less structured problems than was
imaginable a few years ago, such as professional exams, and mathematics and programming
tasks described in free text.
Generative artificial intelligence is already transforming the world. It has become an
indispensable tool in the business world, research, and everyday life, enabling text writing,
code generation, image creation, and solving complex problems. It is even possible that we
are witnessing the beginnings of the singularity—the pivotal moment when artificial
intelligence will surpass human intelligence and enable a revolution in productivity and
innovation, although time will show whether this is actually the case. Optimism about the
future is well-founded: if development continues at its current pace, we can imagine a world
where artificial intelligence completely transforms the economy, science, and way of life,
leading to a higher quality of life for all.
Although some see artificial intelligence as a threat, its current rapid progress has not yet led
to serious problems. We hope that a sufficient part of the research will be directed towards AI
safety so that this remains the case. Regulators are also addressing the potential harmful
effects of artificial intelligence, and we hope they will successfully navigate between this goal
and excessive hindering of development.
The accessibility of large language models, such as GPTs, means that tasks requiring the
understanding and generation of natural language are easier than ever before. Many
researchers believe that the future of programming will shift from traditional languages, like
Python, to large language models, where artificial intelligence will generate custom code and
solutions. Although developing these models is a challenging task beyond the capabilities of
most organizations, people are getting accustomed to using this phenomenal tool. We expect
artificial intelligence to become an effective and reliable partner for humanity.
Already this year, we are seeing conferences within the framework of the Information Society
dedicated to large language models. As part of the Slovenian Conference on Artificial
Intelligence, we are organizing a formal debate for high school students—experienced
debaters who participate in international competitions—on how artificial intelligence will
shape the future and why this might be the best future yet.
Matjaž Gams
Mitja Luštrek
Rok Piltaver
Slovenian Conference on Artificial Intelligence chairs
PROGRAMSKI ODBOR / PROGRAMME COMMITTEE
Mitja Luštrek
Matjaž Gams
Rok Piltaver
Cene Bavec
Marko Bohanec
Marko Bonač
Ivan Bratko
Bojan Cestnik
Aleš Dobnikar
Erik Dovgan
Bogdan Filipič
Borka Jerman Blažič
Marjan Krisper
Marjan Mernik
Biljana Mileva Boshkoska
Vladislav Rajkovič
Niko Schlamberger
Tomaž Seljak
Peter Stanovnik
Damjan Strnad
Miha Štajdohar
Vasja Vehovar
PandaChat-RAG:
Towards the Benchmark for Slovenian RAG Applications
Taja Kuzman Urban Rupnik
Tanja Pavleska Primož Cigoj
{taja,tanja}@pc7.io {urban,primoz}@pc7.io
PC7, d.o.o. PC7, d.o.o.
Ljubljana, Slovenia Ljubljana, Slovenia
Jožef Stefan Institute
Ljubljana, Slovenia
Abstract sources, which facilitates the evaluation of the system’s accu-
with external knowledge through document retrieval. Due to Retrieval-augmented generation (RAG) is a recent method for racy [2]. These advantages have spurred quick adoption of RAG 1 systems across various applications. For instance, PandaChat enriching the large language models’ text generation abilities leverages RAG to provide explainable responses with high accu- racy in Slovenian and other languages, integrated in customer its high usefulness for various applications, it already powers service bots and platforms that allow LLM-based retrieval of multiple products. However, despite the widespread adoption, information from texts. there is a notable lack of evaluation benchmarks for RAG systems, Although RAG benchmarking is a relatively recent endeavor, particularly for less-resourced languages. This paper introduces some initial frameworks have already emerged [3, 5, 7]. However, the PandaChat-RAG – the first Slovenian RAG benchmark estab- these benchmarks are only limited to English and Chinese, leav- lished on a newly developed test dataset. The test dataset is based ing a gap in the evaluation of RAG systems for other languages. on the semi-automatic extraction of authentic questions and an- To address this gap, we make the following contributions: swers from a genre-annotated web corpus. The methodology for
the test dataset construction can be efficiently applied to any of • We present the first benchmark for RAG systems for the
the comparable corpora in numerous European languages. The Slovenian language. The benchmark is based on the newly
test dataset is used to assess the RAG system’s performance in re- 2 developed PandaChat-RAG-sl test dataset, which com-
trieving relevant sources essential for providing accurate answers prises authentic questions, answers and source texts.
to the given questions. The evaluation involves comparing the • We introduce a methodology for an efficient semi-automated
performance of eight open- and closed-source embedding models, development of RAG test datasets that is easily replica-
and investigating how the retrieval performance is influenced ble for the languages included in the MaCoCu [1] and
by factors such as the document chunk size and the number of CLASSLA-web corpora collections [10], which include
retrieved sources. These findings contribute to establishing the all South Slavic languages, Albanian, Catalan, Greek, Ice-
guidelines for optimal RAG system configurations not only for landic, Maltese, Ukrainian and Turkish.
Slovenian, but also for other languages. • As the first step of RAG evaluation, we evaluate the re-
triever’s performance in terms of its ability to provide
Keywords relevant sources crucial to retrieve accurate answers to
retrieval-augmented generation, RAG, embedding models, large the posed questions. The evaluation encompasses compar-
language models, LLMs, benchmark, Slovenian ison of performance of several open- and closed-source
embedding models. Furthermore, we provide insights on
the impact of the document chunk size and the number
1 Introduction of retrieved sources, to identify optimal configurations
The advent of large language models (LLMs) has introduced sig- of the indexing and retrieval components for robust and
(NLP). Although LLMs have shown impressive capabilities in gen- The paper is organized as follows: in Section 2, we provide an erating coherent text, they are prone to hallucinations [7, 16], i.e., nificant advancements in the field of natural language processing accurate retrieval.
static and potentially outdated corpora [9]. Retrieval-augmented dataset (Section 3.1) and the RAG system architecture (Section generation (RAG) is a method devised to address these challenges 3.2), which is evaluated in Section 4. Finally, in Section 5, we by augmenting LLMs with external information retrieved from a conclude the paper with a discussion of the main findings and providing false information. Furthermore, they are dependent on of RAG systems; Section 3 introduces the PandaChat-RAG-sl introduction to the previous research concerning the evaluation
provided document collection. Connecting LLMs with a relevant suggestions for future work. database improves the factual accuracy and temporal relevance
of the generated responses. Moreover, RAG contributes to the 2 Related Work explainability of the generated answers by providing verifiable Despite the recent introduction of the RAG architecture, several
Permission to make digital or hard copies of all or part of this work for personal benchmarking initiatives have already emerged [3, 5, 7, 15]. How-
or classroom use is granted without fee provided that copies are not made or ever, since the RAG systems can be applied to various end tasks,
distributed for profit or commercial advantage and that copies bear this notice and the benchmarks focus on different aspects of these systems. Inter the full citation on the first page. Copyrights for third-party components of this
work must be honored. For all other uses, contact the owner/author(s).
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia 1 https://pandachat.ai/
© 2024 Copyright held by the owner/author(s). 2The PandaChat-RAG benchmark and its test dataset are openly available at https:
https://doi.org/10.70314/is.2024.scai.538 //github.com/TajaKuzman/pandachat-rag-benchmark.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Kuzman et al.
alia, current benchmarks assess their performance in text citation Table 1: Statistics for the PandaChat-RAG-sl dataset.
[7], text continuation, question-answering with support of exter-
nal knowledge, hallucination modification, and multi-document Number
on the task of Attributable Question Answering [2]. This task Unique texts 160 Words (questions) 1,184 involves providing a question as input to the system, which Words (texts w/o questions) 83,467 then generates both an answer and an attribution, indicating the summarization [12]. The closest to our work is the evaluation of the RAG systems Instances 206
source text on which the answer is based. The advantage of this Total words (questions + texts) 84,651
task over the closed-book question-answering task is that it also
measures the system’s capability to provide the correct source.
The majority of RAG benchmarks assess RAG systems in Eng- inspection of the extracted texts should there be a need to prepare
lish [3, 5, 7, 15] or Chinese [5, 12]. Consequently, the general- a larger dataset.
izability of their findings to other languages remains uncertain. Table 1 provides the statistical overview for the PandaChat-
Furthermore, a limitation of many benchmarks is their reliance RAG-sl dataset. The dataset consists of 206 instances, that is,
on synthetic data generated by LLMs [5, 12, 15]. To avoid poten- triplets of a question, an answer and a source text, derived from
tial biases introduced by LLMs and to better represent the com- 160 texts. The total size of the dataset is 84,651 words, encom-
plexity and diversity of real-world language use, a more reliable passing both the questions and the texts containing the answers.
evaluation would be based on non-synthetic test datasets. De-
spite focusing on a different task, recent research [6] has shown 3.2 RAG System
that resource-efficient development of non-synthetic and non- The RAG pipeline encompasses three main components: index- machine translated question-answering datasets is feasible by ing, retrieval, and text generation. During the indexing phase, the leveraging the availability of general web corpora and genre user-provided text collection is transformed into a database of classifiers. numerical vectors (embeddings) to facilitate document retrieval
by the retriever. This process involves segmenting the documents
into fixed-length chunks, which are then converted into embed-
3 Methodology dings using large language models. The choice of the embedding
The PandaChat-RAG-sl dataset comprises questions, answers, 3.1 model and the chunk size are critical factors that can signifi- PandaChat-RAG-sl Dataset cantly impact the retrieval performance of the model. Selecting an appropriate embedding model is essential to ensure that the and the corresponding source texts that encompass the answers. textual information is converted into a meaningful numerical It was created through a semi-automated process involving the representation for effective retrieval. Moreover, the chunk size, in extraction of texts from the Slovenian web corpus CLASSLA- terms of the number of tokens, plays a crucial role in determining web.sl 1.0 [11], followed by a manual extraction of high-quality the informativeness of the embeddings. Incorrect chunk sizes instances. Since the texts were automatically extracted from a may lead to numerical vectors that lack important information general text collection, the dataset encompasses a diverse range necessary for connecting the question to the corresponding text of topics that were not predefined or decided upon. chunk, thereby compromising retrieval accuracy [12]. The CLASSLA-web.sl 1.0 corpus is a collection of texts, col- When presented with a question, the retrieval component uses lected from the web in 2021 and 2022 [10]. It was chosen due the semantic search (also known as dense retrieval) to retrieve to its numerous advantages: 1) it has high-quality content, with the most relevant text chunks. The search is based on determin- the majority of texts meeting the criteria for publishable quality ing the smallest cosine distance between the chunk vectors and [17]; 2) it is one of the largest and most up-to-date collections the question vector. Lastly, during the text generation phase, of Slovenian texts, comprising approximately 4 million texts; 3) the retriever provides the large language model (LLM) with a the texts are enriched with genre labels, facilitating genre-based selection of top retrieved sources. The LLM is prompted to pro- text selection; and 4) it is developed in the same manner as 6 vide a human-like answer to the provided question based on the other CLASSLA-web corpora [10] and 7 additional MaCoCu web retrieved text sources. The selection of an appropriate number corpora in various European languages [1]. This enables easy of top retrieved sources is crucial in this phase: including more expansion of the benchmark to other languages, including all than just one retrieved source may enhance retrieval accuracy South Slavic languages and various European languages, such as and address situations where the first retrieved source fails to Albanian, Catalan, Greek, Icelandic, Ukrainian and Turkish. encompass all relevant information, especially in the case when The development of the PandaChat-RAG-sl dataset involves more texts cover the same subject matter. However, increasing the following steps: 1) the genre-based selection of texts from the the number of sources also leads to a longer prompt provided CLASSLA-web.sl corpus; 2) the extraction of texts that comprise to the LLM, potentially increasing the costs of using the RAG paragraphs ending with a question (80,215 texts); 3) the extraction system. of questions and answers (paragraphs, following the question); In this study, we assess the indexing and retrieval compo- 4) a manual review process to identify high-quality instances. In nents, focusing on the impact of different embedding models, the genre-based selection phase, we extract texts labeled with chunk sizes, and the number of retrieved sources on retrieval genres that are most likely to contain objective questions and performance. answers, that is, Information/Explanation , Instruction and Legal .
In its present iteration, the dataset consists of 206 instances Embedding Models. The evaluation includes a range of mul-
derived from the first 1,800 extracted texts. It is important to tilingual open-source and closed-source models. The selection
note that this effort can easily be continued with further manual of open-source models is based on the Massive Text Embedding
PandaChat-RAG Benchmark Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
Benchmark (MTEB) Leaderboard3 [13]. Specifically, we choose
medium-sized multilingual models with up to 600 million pa-
rameters that have demonstrated strong performance on Polish
and Russian – Slavic languages that are linguistically related to
Slovenian. The models used in the evaluation are:
• Closed-source embedding models provided by the OpenAI:
an older model text-embedding-ada-002 (OpenAI-Ada) [8],
and two recently published models: text-embedding-3-
small (OpenAI-3-small), and text-embedding-3-large (OpenAI-
3-large) [14].
• Open-source embedding models, available on the Hugging
Face repository: BGE-M3 model [4], base-sized mGTE
model (mGTE-base) [19], and small (mE5-small), base
(mE5-base) and large sizes (mE5-large) of the Multilin-
gual E5 model [18]. Figure 1: The impact of the chunk size on the retrieval
Chunk size. The impact of the chunk size on retrieval per- performance.
formance is assessed by varying chunk sizes of 128, 256, 512,
and 1024 tokens, with a default chunk overlap of 20 tokens. In 4.2 Number of Retrieved Sources these experiments, the performance is evaluated based on the Figure 2 shows the performance of the RAG systems when in-first retrieved source. creasing the number of retrieved sources. The results demon-
Number of retrieved sources. Previous work indicates that in- strate that increasing the number of retrieved sources initially
creasing the number of retrieved sources improves the retrieval improves the performance, however, after a certain threshold,
accuracy [12]. In this study, we examine the retrieval accuracy the performance levels off.
of embedding models, with a chunk size set to 128 tokens, when Increasing the number of retrieved sources results in larger
the models retrieve 1 to 5 sources. In this scenario, if any of the inputs to the LLM in the text generation component, incurring
multiple retrieved sources matches the correct source, the output higher costs. Using more than two retrieved sources does not
is evaluated as being correct. significantly improve results in most systems. What is more, with
The retrieval capabilities of the RAG system are evaluated the top two retrieved sources, certain embedding models, namely,
on the task of Attributed Question-Answering. The evaluation BGE-M3 and mE5-large, already reach perfect accuracy. Thus,
is based on accuracy, measured as the percentage of questions our findings indicate that using more than the top two retrieved
correctly matched with the relevant source. sources is unnecessary.
The experiments are performed using the LlamaIndex library4.
The chunk size is defined using the SentenceSplitter method in
the indexing phase. Number of retrieved sources (similarity top
k ), the embedding model and the prompt for the LLM model are
specified as parameters of the chat engine. The closed-source
embedding models are used via the OpenAI API, while the ex-
periments with the open-source models are conducted on a GPU
machine.
4 Experiments and Results
In this section, we present the results of the experiments examin-
ing the impact of the chunk size, the number of retrieved sources,
and the selection of the embedding model on the retrieval per-
formance of the RAG system.
4.1 Chunk Size
Figure 1 shows the impact of the chunk size on the retrieval Figure 2: Impact of the number of retrieved sources on the
performance of the RAG systems that are based on different em- retrieval performance.
bedding models. The findings suggest that, with the exception of
the OpenAI-Ada model, all systems demonstrate the best perfor-
mance when the text chunk size is set to 128 tokens. Increasing 4.3 Embedding Models
the chunk size hinders the retrieval performance, which is con- We provide the final comparison of the performance of systems
sistent with previous research [12]. These results confirm that that use different embedding models. We use the parameters
smaller chunk sizes enable the embedding models to capture finer that have shown to provide the best results in the previous ex-
details that are essential for retrieving the most relevant text for periments: the chunk size of 128 tokens and top two retrieved
the given question. sources. As shown in Table 2, the retrieval systems that use the
open-source BGE-M3 and mE5-large embedding models achieve
3https://huggingface.co/spaces/mteb/leaderboard the perfect retrieval score. They are closely followed by the closed-
4https://www.llamaindex.ai/ source OpenAI-3-small and the mE5-base models which achieve
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Kuzman et al.
Table 2: Performance comparison between the open-source Translation . European Association for Machine Translation, Ghent, Belgium,
and closed-source embedding models. (June 2022), 303–304. https://aclanthology.org/2022.eamt-1.41.
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on Computational Linguistics, Language Resources and Evaluation (LREC-
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98.5% and 99% in accuracy. Language Models to Generate Text with Citations. In Proceedings of the 2023 Conference on Empirical Methods in Natural Language Processing , 6465–6488. Additionally, Table 2 provides the inference speed of the mod- trieval systems still achieve high performance, ranging between [7] Tianyu Gao, Howard Yen, Jiatong Yu, and Danqi Chen. 2023. Enabling Large
[8] Ryan Greene, Ted Sanders, Lilian Weng, and Arvind Neelakantan. 2022.
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5 http://hdl.handle.net/11356/1882. Conclusion and Future Work [12] Yuanjie Lyu et al. 2024. CRUD-RAG: A comprehensive Chinese benchmark
In this paper, a novel test dataset was introduced to assess the for retrieval-augmented generation of large language models.arXiv preprint arXiv:2401.17043 . performance of the RAG system on Slovenian language. A gen-[13] Niklas Muennighoff, Nouamane Tazi, Loic Magne, and Nils Reimers. 2023. eral methodology for efficient creating of non-synthetic RAG MTEB: Massive Text Embedding Benchmark. In Proceedings of the 17th
test datasets was established that can be extended to other lan- Conference of the European Chapter of the Association for Computational Linguistics , 2014–2037. guages. We evaluated the retrieval accuracy of the RAG system, [14] OpenAI. 2024. New embedding models and API updates. https://openai.co examining the impact of the embedding models, the document m/index/new-embedding-models-and-api-updates/. [Accessed 26-08-2024]. (2024). chunk size, and the number of retrieved sources. The assess- [15] Jon Saad-Falcon, Omar Khattab, Christopher Potts, and Matei Zaharia. 2024. ment of embedding models encompassed eight open-source and ARES: An Automated Evaluation Framework for Retrieval-Augmented Gen-
closed-source LLM models. It revealed that open-source models, eration Systems. In Proceedings of the 2024 Conference of the North American Chapter of the Association for Computational Linguistics: Human Language specifically, BGE-M3 and mE5-large, reached perfect retrieval Technologies (Volume 1: Long Papers) , 338–354. accuracy, demonstrating their suitability for RAG applications on [16] Kurt Shuster, Spencer Poff, Moya Chen, Douwe Kiela, and Jason Weston.
Slovenian texts. Furthermore, the evaluation of the optimal chunk 2021. Retrieval Augmentation Reduces Hallucination in Conversation. In Findings of the Association for Computational Linguistics: EMNLP 2021 , 3784– size and the number of retrieved sources showed that smaller 3803. chunk sizes yielded superior results. In contrast, increasing the [17] Rik van Noord, Taja Kuzman, Peter Rupnik, Nikola Ljubešić, Miquel Esplà- Gomis, Gema Ramírez-Sánchez, and Antonio Toral. 2024. Do Language Mod- number of retrieved sources enhanced results up to a certain els Care about Text Quality? Evaluating Web-Crawled Corpora across 11 threshold, beyond which the model performance plateaued. Cer- Languages. In Proceedings of the 2024 Joint International Conference on Com-
tain models already achieved perfect accuracy when evaluated putational Linguistics, Language Resources and Evaluation (LREC-COLING 2024) , 5221–5234. based on the top two retrieved sources. [18] Liang Wang, Nan Yang, Xiaolong Huang, Linjun Yang, Rangan Majumder, While the novel test dataset can be used to evaluate all the and Furu Wei. 2024. Multilingual E5 Text Embeddings: A Technical Report.
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component with regard to fluency, correctness, and usefulness
of the generated answers. Furthermore, we plan to expand the
benchmark to encompass a wider range of languages. The plans
include extending the dataset and evaluation to South Slavic
languages and other European languages that are covered by
comparable MaCoCu [1] and CLASSLA-web [10] corpora.
References
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Choosing Features for Stress Prediction with Machine Learning
Katja Bengeri Junoš Lukan∗ Mitja Luštrek∗
University of Ljubljana Jožef Stefan Institute Jožef Stefan Institute
Ljubljana, Slovenia Department of Intelligent Systems Department of Intelligent Systems
kb96968@student.uni-lj.si Ljubljana, Slovenia Ljubljana, Slovenia
junos.lukan@ijs.si mitja.lustrek@ijs.si
Abstract and Slovenia (26 participants). They answered questionnaires
Feature selection is a crucial step in building effective machine named Ecological Momentary Assessments (EMAs) roughly ev-
learning models, as it directly impacts model accuracy and in- ery 90 minutes, with smartphone sensor and usage data continu-
terpretability. Driven by the aim of improving stress prediction ously collected by an Android application [7], while also wearing
models, this article evaluates multiple approaches for identify- an Empatica E4 wristband recording physiological data. In 15
ing the most relevant features. The study explores filter-based days of their participation, each participant responded to more
methods that assess feature importance through correlation anal- than 96 EMA sessions, on average, which resulted in around 2200
ysis, alongside wrapper methods that iteratively optimize feature labels.
subsets. Additionally, techniques such as Boruta are analysed for
their effectiveness in identifying all important features, while 3 Target and feature extraction
strategies for handling highly correlated variables are also con- To fully leverage the potential of the data, we computed a com-
sidered. By conducting a comprehensive analysis of these ap- prehensive set of features. While some sensors only reported
proaches, we assess the role of feature selection in developing relatively rare events, such as phone calls, others had a high
stress prediction models. sampling frequency, such blood volume pulse which sampled
Keywords 90 min data at 32 Hz. On the other hand, labels were only available every . Therefore, we preprocessed the data in several steps.
Feature selection, Correlation matrix, Balanced accuracy score
3.1 Target variable
1 Introduction While participants responded to various questionnaires, for this
Machine learning models are increasingly being applied to predict study, we selected their responses to Stress Appraisal Measure-
stress, which is critical in various domains such as healthcare, ment [9] as the target variable. It was used to report stress levels
workplace management, and wearable technology. However, one on a scale from 0 to 4, so using it as is the prediction task can be
of the major challenges in developing reliable predictive models approached as a regression problem.
is identifying the most relevant features from extensive datasets, However, many stress detection studies tend towards a dis-
comprising physiological and behavioural information. crete approach, treating stress predominantly as a classification
Feature selection plays a key role in addressing this challenge. task, often only working with a binary target variable. To con-
By selecting only the most informative features, we can reduce vert this into a classification problem, we discretized the target
noise, prevent overfitting, and enhance model accuracy. As we variable into two distinct categories: “no stress”, which included
showed in previous work [8], even simple feature selection tech- all responses with a value of 0, while all others were coded as
niques can increase the 𝐹1 score of predictive models. This paper “stress”. With that, we ensured a balanced distribution of the
builds upon this finding and explores several feature selection target variable values. techniques, ranging from simple correlation-based methods to
more sophisticated wrapper approaches. 3.2 Features
The aim of this work is to assess how feature selection can en-
hance stress prediction models. By comparing different methods, 3.2.1 Data preprocessing. In our work, features were calculated
we aim to identify the optimal strategies for feature selection in on 30-minute intervals preceding each questionnaire session.
stress prediction which would lead to more reliable and more From the wide variety of smartphone data and physiological
easily interpretable machine learning models. measures, a total of 352 features were extracted and grouped into
22 categories, listed in Table 1. Using physiological data from
2 Data collection Empatica wristband, we first calculated specialized physiological features on smaller windows (from 4 s to 120 s , depending on the The data used in this work comes from the STRAW project [1], sensor; see [4] for more details), which were then aggregated results of which have been previously presented at Information over 30 min windows by calculating simple statistical features: Society [6, 8]. The dataset includes the data of 56 participants, mean, median, standard deviation, minimum, and maximum. All recruited from academic institutions in Belgium ( 29 participants) of the categorical features were converted into a set of binary
∗Also with Jožef Stefan International Postgraduate School. features using the one hot encoding technique and the missing
values were replaced with the mode.
Permission to make digital or hard copies of all or part of this work for personal First, some preliminary data cleaning was performed by ex-
or classroom use is granted without fee provided that copies are not made or cluding one of the feature in pairs exhibiting a correlation coeffi-
distributed for profit or commercial advantage and that copies bear this notice and
the full citation on the first page. Copyrights for third-party components of this cient of |𝑟| ≥ 0.95. Despite this, some of the remaining features
work must be honored. For all other uses, contact the owner/author(s). still exhibited quite strong correlations as shown in Fig. 1. An
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia interesting observation used in the later stages of feature selec-
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.scai.991 tion was that high correlation, |𝑟 | ≥ 0.8, was mostly observed
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Katja Bengeri, Junoš Lukan, and Mitja Luštrek
Table 1: Feature categories with the number of features on each class. When adjusted for random chance, it is calculated
included in each category in parentheses as
Balanced accuracy 𝑇 𝑃 𝑇 𝑁 = + − 1
1. Empatica electrodermal activity (99) , 12. Phone screen events (7)
𝑇 𝑃 𝐹 𝑁 𝑇 𝑁 𝐹 𝑃 + +
2. Empatica inter-beat interval (50) 13. Phone light (6) in the binary case, where is the number of true positives, 3. Empatica temperature (33) 𝑇 𝑃 14. Phone battery (5)
4. Empatica accelerometer (23) 15. Phone speech (4) 𝑇 𝑁 is the number of true negatives, 𝐹 𝑁 is the number of false
5. Empatica data yield (1) 16. Phone interactions (2) negatives and 𝐹 𝑃 is the number of false positives. This definition
6. Phone applications foreground (47) 17. Phone messages (2) is equivalent to Youden’s J [11], which assigns a 0 to a random 7. Phone location (18) 18. Phone data yield (1)
8. Phone Bluetooth connections (18) 19. Baseline psychological features (7) classifier (indeed, a dummy classifier achieved a score of 0.0208
10. Phone activity recognition (7) 9. Phone calls (10) 20. Language (2) in our case), while a perfect classifier would achieve a score of 1. 21. Gender (2) To evaluate the stress detection models described in the fol-11. Phone Wi-Fi connections (7) 22. Age (1)
lowing sections, we considered several ways of data partitioning.
Since the variations in the results depending on the data split
between features of the same category. As an example, corre- were significant, in order to achieve more consistent accuracy,
lations between features related to phone application use are we employed shuffled 5-fold cross-validation.
shown in Fig. 2. We also considered a leave-one-subject-out cross-validation
technique. However, this method yielded poor results: using all
Empatica accelerometer available features, balanced accuracy was 0.05, while with the
5-fold cross validation it was 0.45. This suggested that the partici-
1.00 pants were quite different from each other, making it challenging
Empatica electrodermal activity to generalize predictions for a subject the model had not encoun- 0.75
tered.
0.50
Empatica inter beat interval 0.25 4.2 Baseline model
0.00 Our initial approach for building a prediction model was to use
Empatica temperature
Limesurvey all available features. This served as a baseline, which we aimed 0.25
Phone activity recognition to improve through feature selection.
Phone applications foreground 0.50 We evaluated various predictive models, as shown in Table 2,
Phone bluetooth Phone battery 0.75 all as implemented in scikit-learn [10]. Among these, the
Phone calls 1.00 Random Forest model yielded the best performance. Phone light
Phone location In this work, we aimed to find the best model for predicting Phone screen Phone speech Phone wifi stress and improve it using the optimal feature subset. Conse- e een ound quently, we used the Random Forest as the benchmark for com- ometer egr ecognition Phone wifi mal activity Limesurvey Phone callsPhone light paring feature selection algorithms. Phone battery Phone location Phone scr Phone speech oder Phone bluetooth
Empatica acceler Empatica temperatur Table 2: Performance of different models for the classifica-Phone activity r Empatica inter beat interval Phone applications for tion problem. The mean over five folds, its standard error, Empatica electr and the maximum are shown.
Figure 1: Correlation matrix of the initial feature set. Only
feature categories with more than two features are labelled. Model Mean Max SEM
Logistic Regression 0.077 0.151 0.025
Support Vector Machines 0.090 0.158 0.022
1.00 . 0 Gaussian Naive Bayes061 0.122 0.020
0.75 Stochastic Gradient Descent 0.027 0.054 0.007
Random Forest 0.475 0.558 0.026
0.50 XGBoost 0 441 0 473 0 013
. . .
0.25
0.00
0.25 In Table 2, SEM represents the Standard Error of the Mean.
0.50 It measures how far the sample mean of the data is likely to be
0.75 from the true population mean.
4.3 Correlation-Based Feature Reduction
Figure 2: Correlation matrix of the feature set in the Phone We began the feature selection process by eliminating highly
applications foreground category. correlated features. For each highly correlated pair, we removed
the feature with the lower rank when sorted by mutual informa-
tion, setting the correlation threshold at |𝑟 | ≥ 0.8 to maintain
4 Prediction models a manageable number of features. This reduction left us with approximately 180 features out of the original 352 for model 4.1 Model performance and validation training and evaluation.
To evaluate the performance of the models we used balanced While selecting the optimal set of features for stress prediction,
accuracy score which is defined as the average of recall obtained we aimed to retain all 22 different categories from Table 1, as
Choosing Features for Stress Prediction with Machine Learning Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
Empatica accelerometer of features selected varied across folds, ranging from 50 to 93
features.
Empatica electrodermal activity 1.0
0.8 4.6 Sequential Forward Selection
Empatica inter beat interval 0.6 Another feature selection method we employed was Sequential
0.4 Feature Selector (SFS), a wrapper-based technique [2]. SFS and
Empatica temperature
0.2 RFECV differ in their approaches. SFS constructs models for each
Limesurvey
Phone activity recognition 0.0 feature subset at every step, while RFECV builds a single model
Phone applications foreground 0.2 and evaluates feature importance scores. Consequently, SFS is
Phone battery more computationally expensive, as it must evaluate numerous 0.4
Phone bluetooth feature combinations before identifying the optimal subset.
Phone calls 0.6 In the absence of specified parameters for number of fea-Phone light
Phone messages Phone location tures to select (n_features_to_select) and tolerance (tol), the Phone screen Phone speech method defaults to selecting half of the available features. The Phone wifi default configuration was used in our analysis, leading the SFS e een ound ometer egr to select the top 50 features. mal activity Limesurvey ecognition Phone calls Phone light Phone wifi Phone battery Phone scr Phone location Phone speech oder Phone bluetooth Phone messages 4.7 Boruta method Empatica temperatur Empatica acceler Phone activity r Empatica inter beat interval Phone applications for The final feature selection technique we employed was the Boruta Empatica electr
method [5]. With the assistance of “shadow features”, which are
Figure 3: Correlation matrix of the feature set after original features that have been randomly shuffled, the method
correlation-based feature reduction. Only feature cate- identifies a subset of features that are relevant to the classification
gories with more than two features are labelled. task at hand. In our case, shadow features were introduced into
the feature subset obtained after the preprocessing step.
The updated dataset was trained using the Random Forest
model for 100 iterations. In each iteration, all original features
each could provide unique information. Comparing Figs. 1 and 3,
we were left with about half the number of features which were feature were marked as relevant. ranked higher in importance than the highest-ranked shadow still moderately correlated.
Ultimately, a binomial distribution is used to evaluate which
4.4 Feature Selection using the mutual features have enough confidence to be kept in the final selection.
The number of features selected varied across folds, ranging from
information scoring function 47 to 55 features.
Before applying more complex feature selection algorithms, it
was necessary to reduce computational complexity by further 5 Results
reducing our set of 180 features obtained through correlation- In Table 3, the final scores for a Random Forest model built on
based reduction. Therefore, we used the SelectKBest method various feature subsets, as derived from the methods described
and the mutual information scoring function to retain the top 100 above, are presented. The data was split using shuffled 5-fold
features. This resulted in features derived from 19 to 20 categories, cross-validation, to ensure that the results were not overly de-
as categories language, gender, and, in some cases, Empatica pendent on a data split.
accelerometer were not deemed important for predicting stress.
Going forward, we will refer to the elimination of features Table 3: Adjusted balanced accuracy scores of a Random
within highly correlated pairs and the selection of the top 100 Forest model, trained on the different feature sets. Last
features using the mutual information scoring function as the column represents a number of features selected.
preprocessing step.
4.5 Recursive Feature Elimination with All available features Feature set Mean Max SEM N
Cross-Validation (RFECV) 0.464 0.498 0.011 352
Correlation-based reduction 0.483 0.507 0.007 ∼180
One of the previously mentioned complex feature selection meth- Correlation-based, 100 best 0.486 0.498 0.006 100
ods we employed was Recursive Feature Elimination with Cross- Preprocessing, RFECV 0.471 0.511 0.012 50 to 93
Validation (RFECV) [3]. The feature set we got after the prepro- Preprocessing, SFS 0.483 0.520 0.017 50
cessing step was passed to the RFECV algorithm for thorough Preprocessing, Boruta 0.481 0.545 0.020 47 to 55
evaluation. RFECV only 0.465 0.494 0.020 16 to 89
RFECV operates by initially fitting a model to the dataset SFS only 0.426 0.468 0.017 30
and evaluating its performance through cross-validation. After Boruta only 0.456 0.509 0.015 ∼75
the initial fit, RFECV ranks feature importance and iteratively
removes the least important features based on the models feature From Table 3, we can see that the most significant improve-
importances attributes, which in the case of Random Forest are ment in accuracy came after removing the highly correlated
impurity-based feature importances. This process continues until features, with the average adjusted balanced accuracy score ris-
there is no significant improvement in the model’s performance. ing from 0.46 to 0.48. Best mean accuracy was achieved after the
To ensure a reasonable duration for the feature selection process, preprocessing step, with only a minor improvement from 0.483
we set the cross-validation in RFECV to 3 folds. The number to 0.486.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Katja Bengeri, Junoš Lukan, and Mitja Luštrek
After eliminating highly correlated features, wrapper methods wrapper methods alone were unable to effectively perform correlation-
did not significantly improve the accuracy on average (rows 3 based feature reduction. We can therefore conclude that simply
to 6 in Table 3). The Boruta method performed best among the relying on feature selection methods, however sophisticated, is
three, with the highest overall maximum accuracy in a single fold. not as effective as also considering relationships between fea-
These results led us to investigate whether the wrapper feature tures.
selection method alone could manage correlated features without It should be noted that the improvements in balanced accuracy
their prior removal and to evaluate the impact of the correlation are low in all cases. This indicates that results cannot be easily
threshold. generalized and correlation-based feature selection should not
We employed the RFECV, SFS, and Boruta method on the be seen as sufficient in general. Instead, we can speculate that
entire feature set of 352 features without applying the prepro- no single feature selection method is the best one and that sev-
cessing step. For SFS, only 30 features were selected due to its eral should be considered. We should also note that the Pearson
computational complexity. As shown in the last three rows of correlation coefficient that we used in this work only considers
Table 3, none of the methods alone were able to improve the linear relationships between features. Other methods can select
result achieved with correlation removal. Highly correlated fea- features even if they are related in a different way.
tures were left in the final feature set: for example, we identified
three pairs of features with a correlation coefficient exceeding References
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This paper examined different feature selection algorithms to
find the most effective subset for stress prediction. The model
using the feature subset after correlation removal achieved the
highest adjusted balanced accuracy score of 0.483.
Alternative feature selection approaches, including the wrap-
per methods SFS and RFECV, as well as the Boruta method, ap-
plied to the preprocessed feature subset, did not lead to further
optimization of the feature subset in terms of model performance.
Additionally, applying these methods to the entire set of features
did not achieve accuracy levels as high as those obtained after
the correlation-based reduction. In the case of SFS, this may be
attributed to its selection of only 30 features.
Therefore, our results underscore the critical role of the correlation-
based reduction step. In contrast, when this step was omitted
Predictive Modeling of Football Results in the WWIN League of
Bosnia and Herzegovina
Ervin Vladić Dželila Mehanović Elma Avdić
International Burch University International Burch University International Burch University
Sarajevo, Bosnia and Herzegovina Sarajevo, Bosnia and Herzegovina Sarajevo, Bosnia and Herzegovina
ervin.vladic@stu.ibu.edu.ba dzelila.mehanovic@ibu.edu.ba elma.avdic@ibu.edu.ba
Abstract a place in the UEFA Conference League. Since the founding of the
WWIN League of Bosnia and Herzegovina, team with the highest
Predictive modeling in football has emerged as a valuable tool for
number of titles was HŠK Zrinjski from Mostar who emerged
enhancing decision-making in sports management. This study
as the winner eight times, followed by Sarajevo which won four
applies machine learning techniques to predict football match
times, Zeljeznicar and Borac both won three times, Siroki Brijeg
outcomes in the WWIN League of Bosnia and Herzegovina. The
won two times and Leotar and Modrica both won once [12].
aim is to evaluate the effectiveness of various models, including
Depending on which entity association they belong to, the teams
Support Vector Machines (SVM), Logistic Regression, Random
that occupy the last two places in the league at the end of the
Forest, Gradient Boosting, and k-Nearest Neighbors (kNN), in
season are relegated to the league below, with two teams from
accurately predicting match results based on key features such
the First League of the Federation of BiH and the First League of
as shots on target, possession percentage, and home/away status.
the RS being promoted in their stead. To elevate football in our
By (1) gathering and analyzing match data from three seasons, (2)
country to the highest level, we must support in-depth analyses
comparing the performance of machine learning models, and (3)
of matches and the factors influencing their outcomes. This will
drawing conclusions on key performance factors, we demonstrate
enable coaches to fine-tune strategies for future games, help
that SVM achieves the highest accuracy at 83%, outperforming
commentators provide more insightful commentary, and allow
other models. These insights contribute to football management,
fans to develop a deeper understanding and get more pleasure
allowing for data-driven strategic planning and performance
from the match.
optimization. Future research will integrate additional factors
The study aims to evaluate the performance of various ML
such as player injuries and weather conditions to improve the
models, including Support Vector Machines (SVM), Logistic Re-
predictive models further.
gression, Random Forest, Gradient Boosting, and k-Nearest Neigh-
Keywords bors (kNN), in predicting match results. By examining key fea-
tures such as shots on target, possession percentage, and home/away
Football match prediction, machine learning, WWIN league, Sup-
status, we conduct an analysis based on match data from three
port Vector Machines, Random Forest
seasons of the WWIN League, encompassing 400 matches and
key performance metrics.
1 Introduction The remainder of the paper is structured as follows: Section
Accurate predictions of match outcomes can inform a wide range II provides an overview of related work in football ML-based
of decisions, from tactical adjustments to player acquisitions, and prediction. Section III describes the methodology, including the
can improve engagement for fans and stakeholders. While pre-
dataset and models used. Section IV presents the results and
dictive modeling has been extensively applied to top-tier football analysis of models performance, with a discussion on the practical
leagues like the English Premier League, there is limited research
implications of the findings for football management. Finally,
on regional leagues such as the WWIN League of Bosnia and Section V concludes the paper and outlines directions for future
Herzegovina. The specificity of the country that is Bosnia and
research.
Herzegovina and the WWIN League, which has not been re-
searched in the sphere of sports research, provides context for
this step. 2 Literature Review
The WWIN League of Bosnia and Herzegovina was established The prediction of the results of football matches has been recently
in the year 2000 and the same year the WWIN was formed by studied extensively because of its relation to betting and decision-
the merging of three leagues, it became a league covering the making in sports. Studies examining the employment of ML
entire territory of Bosnia and Herzegovina. Originally, the league methods are primarily focused on large European leagues, where
consisted of 16 clubs, and, from the 2016-2017 season, the league extensive and highly detailed data is available. The application of
contains 12 clubs which makes the level of the league higher these techniques to regional football leagues, such as the WWIN
[25]. The winner is the team that has the most points by the League of B&H, remains underexplored.
completion of thirty-three rounds; this position will grant a team Rodrigues and Pinto [15] used a variety of ML methods, in-
a place in the UEFA Champions League qualifications [10]; the cluding Naive Bayes, K-nearest neighbors, Random Forest, and
remaining two teams and the winner of the cup will compete for SVM, to predict the match outcomes based on previous match
data and player attributes. Their studies revealed excellent re-
Permission to make digital or hard copies of all or part of this work for personal
sults in terms of soccer betting profit margins, with the Random
or classroom use is granted without fee provided that copies are not made or
Forest approach obtaining a success rate of 65.26% and a profit
distributed for profit or commercial advantage and that copies bear this notice and
the full citation on the first page. Copyrights for third-party components of this margin of 26.74%. Rahman [13] dedicated his work to employ-
work must be honored. For all other uses, contact the owner /author(s).
ing deep learning frameworks especially Deep Neural Networks
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
(DNNs) for football match outcome prediction, particularly dur-
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.scai.1642 ing FIFA World Cup 2018. The study classified match outcomes
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Vladić et al.
with 63.3% accuracy with DNN architectures with LSTM or GRU
cells. Baboota and Kaur [3] used machine learning approaches
to predict English Premier League match results. The models
compared included Support Vector Machines, Random Forest;
and Gradient Boosting. From their study , they ascertained that
Gradient Boosting outperformed other models in accuracy and
overall predictiveness. Authors in [16] used machine learning
techniques, notably SVM and Random Forest Classifier, to predict
English Premier League (EPL) football match results. They got
54.3% accuracy with SVM and 49.8% with Random Forest after
evaluating data from 2013/2014 to 2018/2019 seasons. Another
study [8] employed a few machine learning algorithms to pre-
dict matches of the English Premier League season 2017-2018.
Models including Linear Regression, SVM, Logistic Regression,
Random Forest, and Multinomial Naïve Bayes classier show that
the K-nearest neighbors give the best accurate predictions.
In summary, while existing studies have demonstrated the
effectiveness of machine learning in football matches prediction,
there remains a gap in the application of these techniques to
regional leagues like the WWIN League, due to the availability Figure 1: Workflow diagram
and quality of data. The characteristics of these leagues, such
as smaller datasets and potentially different factors influencing Table 1: Class Distribution match outcomes, require a tailored approach. In lesser-known
football leagues models might perform differently due to varia-
Match Type Count
tions in competitive structures and gameplay strategies, as well.
The study of Munđar and Šimić [11] in which they developed a Home Win 301
simulation model using the Poisson distribution to predict the Away Win 142
seasonal rankings of teams in the Croatian First Football League, Draw 151
highlighted the predictive power of statistical models and demon-
strated the significance of home advantage in determining match
The table sums up a type of match result in terms of its fre-
outcomes, which is also an important factor in the WWIN League.
quency in the dataset.
In the recorded 594 matches, 301 ended in home team victories,
142 in away team victories and 151 were tied. The following pie
chart describes the percentage distribution of the match outcome.
3 Materials and Methods Curiously, home wins are in the majority, comprising 50.7% of all
In this section, we describe the study conducted, detailing the
data collection and feature selection processes, the machine learn-
ing models applied, the evaluation metrics used to assess model
performance, and the approach taken to analyze key features
influencing match outcomes. As a result of providing numerous
procedures that are declared in this section, we represent the
graphical illustration of our methodology. The steps involved
in predicting the outcomes of the WWIN League of Bosnia and
Herzegovina, including data collection, preprocessing, model
development, and algorithm evaluation.
3.1 Dataset
The authors created the dataset for this study by consolidating in-
formation from rezultati.com [14], 1XBET [1], and Sofascore [24]. Figure 2: Class distribution of the dataset
The unique dataset represents the seasons 2021/2022, 2022/2023,
matches. However, away victories contribute to approximately
and 2023/2024 of WWIN League of Bosnia and Herzegovina. The
23.9% of all recorded match results, while 25.4% contribute to
platforms provide a wide range of football match data so it is
draw results. The Fig.2 depicts the frequency of each of the match
easy to find important information for examination. The dataset
outcomes.
includes key match facts as date, day of the week, time, home
team, away team, final as well as half-time goals scored in the
game, referee details, shots taken at goal as well as corner kicks 3.2 Machine Learning Prediction
resulting from these attempts on target, bookings made during In football, the concept of machine learning prediction entails de-
play by both teams and other relevant performance indicators. veloping models to forecast match outcomes based on the teams’
Predictive Modeling of WWIN League Football Results Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
and players’ histories and other attributes [5]. These models Gradient Boosting combines multiple weak learners (typically
employ such methods as regression analysis, classification, and decision trees) to create a stronger predictive model, improving
neural nets to determine the results given the data fed as the accuracy by focusing on correcting errors from previous models
input. [6].
k-Nearest Neighbors (kNN) is an instance-based learning method
3.2.1 Models initialisation, preprocessing, training and testing.
that classifies data by identifying the majority label among the
While implementing Logistic Regression, we have set the max_iter
k closest points. Though simple, it can be computationally ex-
=1000 and random_state = 42. Again, with the same classifier,
pensive as it requires storing all training data and performing
the kernel argument was assigned a linear value while the ran-
real-time comparisons [7].
dom_state was set to 42 to keep the results predictable. Gaussian
Naive Bayes was employed with no modification of its settings Last but not the least, the trained mod- 3.2.3 Evaluation Metrics.
because of the model’s simplistic nature. For Random Forest, we els are assessed by metrics such as accuracy of the models [19],
used the default parameters since the algorithm is capable of precision of the models [21], the recall of the models [22], and
changing the setting on its own based on the complexity of given F1-score value of the models [20]. This evaluation enables one
data. We initiated the Gradient Boosting with the default param- to analyze how well each of the models is likely to perform in
eters so that the gradients could easily learn and an ensemble terms of match outcome prediction.
could be formed. Last but not least, we left all the parameters of
k-Nearest Neighbors (kNN) for default value because the algo- 4 Results and Discussion rithm can find the optimal number of neighbors appropriate for
In this study, we employed six different classifiers to predict
the distribution of the data.
football match outcomes and conducted a comparative analysis
Following that, we proceed with the process of dividing this
of their performance. The effectiveness of each classifier was
gathered data into two sets: the training and the testing ones. We
evaluated based on its accuracy, providing a clear comparison of
split the data into training, where 70% of the data was allocated
their predictive capabilities across the dataset.
and the testing data where 30% was allocated.
Subsequently, the phase of model preprocessing is created for 4.1 Model Performance
which it is essential to filter data effectively to ensure proper
Among the classifiers employed, SVM predicted the most accurate
model training. In the case of feature transformation, we used
results at 83% This model performed almost well, with balanced
scikit-learn’s ColumnTransformer [17] to empower the numeric
precision and recall across all three classes (A, D, and H), show-
features normalization via the StandardScaler [23] while trans-
ing that it can predict match outcomes. In comparison, Random
forming the categorical variables into the binary format by the
Forest achieved a lower accuracy of 65%, with especially evident
use of the OneHotEncoder [18]. This technique pays a lot of
deficits in precision and recall for class ’D’. Logistic Regression
attention to ensuring that feature types are standard as well
performed worse than Support Vector Machines, with accuracy of
as harmonious. This method ensures consistency by creating a
77%. Despite its simplicity and computational efficiency, Gaussian
pipeline where preprocessing processes and the model are joined
Naive Bayes had the lowest accuracy of any classifier tested, at
in the same line of work. This means that there is always uni-
39%. This model struggled to predict class ’D’, with low accuracy
formity in the training and the testing of the model, hence a
and recall scores. Random Forest, an established ensemble learn-
manageable variability. Assuming the pipeline has been defined
ing approach, performed not so good, with an accuracy of 54%.
and is ready to proceed, we proceed to the next step of model
This model has generally balanced accuracy and recall across all
training.
classes, making it an acceptable alternative for predicting match
3.2.2 Models in Detail. In this study, many supervised learn- results. Gradient Boosting, another ensemble learning technique, ing classifier techniques that have proven valuable in the sports has a little higher accuracy than Random Forest at 64%. While
area for predictive purposes are employed. Logistic Regression Gradient Boosting is recognized for its ability to manage compli-
is a statistical technique that predicts the probability of a binary cated connections, it produced poorer recall ratings, especially
classification, using a sigmoid function to map outputs to a [0,1] for class ’D’. Lastly, k-Nearest Neighbors (kNN) resulted in 51%
probability space. Coefficients indicate the strength and direction accuracy, showing that the classifier was relatively poor, they
of relationships between variables, with positive values increas- had relatively fair precision and recall with all the classes.
ing the likelihood of an event and negative values decreasing it For making the match predictions, we employed the following
[9]. classification models – Logistic Regression, Support Vector Ma-
Random Forest extends the bagging method by generating chine, Gaussian Naive Bayes, Random Forest, Gradient Boost and
multiple decision trees using randomly selected data samples. k-Nearest Neighbors. We obtained the results varying from 39%
Each tree operates independently, and the final prediction is the to 83%, in which Support Vector Machines were the most effective.
average result across all trees, reducing overfitting and improving Our findings are partially consistent with prior research because
accuracy in classification tasks [4]. classifiers like Support Vector Machines, Logistic Regression,
SVM aims to find the best hyperplane to separate data points and Random Forest have manifested robustness in predicting
by class, maximizing the margin between them. It handles non- the match outcome across datasets. Nevertheless, the results are
linear boundaries by transforming the input data into a higher- not in conformity with some emerging works, particularly con-
dimensional space [2]. cerning the efficacy of Gaussian Naive Bayes, which performed
Naïve Bayes, based on Bayes’ theorem, assumes feature inde- poorly in our study in contrast to other research results. It should
pendence, making it fast and easy to implement, especially in be noted that results may vary significantly between different
applications like spam detection and text classification. Despite studies depending on the quality, the quantity, and the nature of
the simplicity of this assumption, it performs well in practice the data that had been used for creating the models of Gaussian
[26]. Naive Bayes.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Vladić et al.
Model Accuracy Precision Recall F1 score establish a strong foundation for data-driven decision-making in
football management. Future work should incorporate additional
Logistic Regression 77% 75% 74% 74%
factors such as player injuries and weather conditions to enhance
SVM 83% 86% 83% 84%
predictive accuracy.
Gaussian NB 39% 47% 42% 36%
Random Forest 54% 43% 46% 43% References
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Sarcasm Detection in a Less-Resourced Language
Lazar Ðoković Marko Robnik-Šikonja
lazardjokoviclaki02@gmail.com marko.robnik@f ri.uni- lj.si
University of Ljubljana, Faculty of Computer and University of Ljubljana, Faculty of Computer and
Information Science Information Science
Ljubljana, Slovenia Ljubljana, Slovenia
Abstract user annotation via distant supervision through hashtags, such
as , , , etc. This method is popular since 1) #sarcasm #sarcastic #not
The sarcasm detection task in natural language processing tries
only the author of a post can determine whether it is sarcastic or
to classify whether an utterance is sarcastic or not. It is related
not, and 2) it allows large-scale dataset creation. However, this
to sentiment analysis since it often inverts surface sentiment. Be-
method introduces large amounts of noise due to lack of context,
cause sarcastic sentences are highly dependent on context, and
user errors, and common misuse on social media platforms. The
they are often accompanied by various non-verbal cues, the task
sarcasm detection datasets created through manual annotation
is challenging. Most of related work focuses on high-resourced
tend to be of higher quality but are typically much smaller. These
languages like English. To build a sarcasm detection dataset for
problems are further compounded for non-English datasets, both
a less-resourced language, such as Slovenian, we leverage two
manually labeled and automatically collected. Further, as sarcasm
modern techniques: a machine translation specific medium-size
strongly relies on its context, using classical machine translation
transformer model, and a very large generative language model.
(MT) from English often produces inadequate results. This makes
We explore the viability of translated datasets and how the size of
sarcasm detection in less-resourced languages, like Slovenian, an
a pretrained transformer affects its ability to detect sarcasm. We
even bigger challenge. Therefore, developing reliable sarcasm
train ensembles of detection models and evaluate models’ perfor-
detection models is of crucial importance for robust sentiment
mance. The results show that larger models generally outperform
analysis in these languages.
smaller ones and that ensembling can slightly improve sarcasm
We develop a methodology for sarcasm detection in less-resour-
detection performance. Our best ensemble approach achieves an
ced languages and test it on the Slovenian language. We address
F 1-score of 0.765 which is close to annotators’ agreement in the
the problem of missing datasets by comparing state-of-the-art
source language.
machine translation with large generative models. We explore
Keywords the viability of such datasets and how the number of parameters
affects a model’s ability to detect sarcasm. We construct various
natural language processing, large language models, sarcasm
ensembles of large pretrained language models and evaluate their
detection, neural machine translation, BERT model, GPT model,
performance.
LLaMa model, ensembles
The rest of this work is organized as follows. In Section 2, we
1 discuss the proposed approach for detecting sarcasm in a less- Introduction
resourced language such as Slovenian. We present the creation
Sentiment analysis is a popular task in natural language process-
of a dataset, details of the training methodology and deployed
ing (NLP), concerned with the extraction of underlying attitudes
ensemble techniques. We lay out our experimental results and
and opinions, usually categorized as “positive”, “negative”, and
their interpretations in Sections 2.3 and 4. In Section 5, we provide
“neutral”. Detection of sentiment is challenging if the utterances
conclusions and directions for future work.
are ironic or sarcastic. is a form of verbal irony that trans-Sarcasm
forms the surface polarity of an apparently positive or negative 2 Sarcasm Detection Dataset
utterance/statement into its opposite [6]. Sarcasm is frequent
Existing attempts at automatic sarcasm detection have resulted
in our day-to-day communication, especially on social media
in the creation of datasets in a small number of languages with
[5]. This poses a significant problem for sentiment analysis tools
differing sizes and quality. It is unclear if models trained on these
since sarcasm polarity switches create ambiguity in meaning.
datasets would generalize well to unseen languages [1]. Since
Sarcasm is highly dependent on its context. For example, the
sentence “ ” could be interpreted as sarcastic,
I just love hot weather no dataset exists for Slovenian, we leverage recent advances
in machine translation and large language models (LLMs) to
depending on the situation, e.g., during summer heat waves.
create a dataset for supervised sarcasm detection. We thus apply
Historical developments of sarcasm detection are surveyed by
a translate-train approach when fine-tuning our models.
Joshi et al. [3], while recent developments are covered by Moores
The prevalence of research done on sarcasm in English means
and Mago [5]. The problem of automatic sarcasm detection in
that English datasets are usually larger and of higher quality than
text is most commonly formulated as a classification task. Unfor-
their counterparts in other languages. Further, as the translation
tunately, sarcasm detection is affected by the lack of large-scale,
from (and to) English is usually of better quality, we consider
noise-free datasets. Existing datasets are mostly harvested from
only English datasets.
microblogging platforms such as Twitter and Reddit, relying on
Preliminary tests showed poor quality and poor translation
Permission to make digital or hard copies of all or part of this work for personal 1 ability of Sarcasm on Reddit dataset, and News Headlines
or classroom use is granted without fee provided that copies are not made or 2 Dataset For Sarcasm Detection
. Hence, we chose the recent
distributed for profit or commercial advantage and that copies bear this notice and
the full citation on the first page. Copyrights for third-party components of this dataset from the shared task. We SemEval-2022
iSarcasmEval3
work must be honored. For all other uses, contact the owner /author(s).
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia 1
www.kaggle.com/datasets/danofer/sarcasm
2
© 2024 Copyright held by the owner/author(s). www.kaggle.com/datasets/rmisra/news-headlines-dataset-for-sarcasm-detection
3
https://doi.org/10.70314/is.2024.scai.4212 github.com/iabufarha/iSarcasmEval
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Ðoković and Robnik-Šikonja
believe that relatively low performance scores obtained in this You will be provided with a sarcastic/non-sarcastic sentence in
shared task could be improved with the use of larger LLMs. English, and your task is to translate it into the Slovenian language.
It should keep the original meaning. Examples:
2.1 iSarcasmEval Dataset • love getting assignments at 6:25pm on a Friday!! //
iSarcasmEval is a dataset of both English and Arabic sarcastic obožujem, ko mi v petek ob 18:25 pošljejo naloge!!
and non-sarcastic short-form tweets obtained from Twitter. We • I still can’t believe England won the World Cup //
use only the English part, which is pre-split into a train and test Še vedno ne morem verjeti, da je Anglija zmagala na sve-
set. Both sets are unbalanced, the former having 867 sarcastic and tovnem prvenstvu
2601 non-sarcastic examples, while the latter has 200 sarcastic • taking spanish at ut was not my best decision // and 1200 non-sarcastic examples. The authors of the shared task
claim that both distant supervision and manual annotation of Učenje španščine na UT ni bila moja najboljša odločitev ,
datasets produce noisy labels in terms of both false positives We manually assessed the outputs of both transformers in order to
determine the best translations for fine-tuning detection models.
and false negatives [1]. Thus, they ask Twitter users to directly
provide one sarcastic and three non-sarcastic tweets they have
posted in the past. These responses are then filtered to ensure 2.3 Translation Results
their quality. The produced dataset is not entirely clean since it During translation, the T5 model sometimes had trouble with
contains links, emojis, and capitalized text. We chose to leave all examples that had multiple newline characters in a row. It oc-
of these potential features in the text, as they commonly occur casionally dropped parts of texts it didn’t understand (mostly
in online conversations and could be indicative of sarcasm. slang and various types of informal text styles). This shows that
Let us mention, that an ensemble approach with 15 trans- a 10B parameter model is not large enough to robustly translate
former models and transfer from three external sarcasm datasets all features of a language such as English into a less-resourced
proved to be the most accurate modeling technique for English language such as Slovenian.
[9] achieving an F1-score of 0.605. On the other hand, the GPT model performed surprisingly
well in most instances and it seemed to have a more nuanced
2.2 Translating iSarcasmEval understanding of phrases used in online speech. It consistently
translated entire texts, keeping the original structure and mean-
Our preliminary testing using smaller BERT-like classifiers showed
ing. Consequently, we used GPT’s translations when training
that the models learned the distribution of the data and defaulted
to the majority classifier (1200 1400 0.857 test accuracy). To / =
sarcasm detection models. The translations can be seen in our
6
repository .
try to dissuade this, we merged the train and test sets, kept all
the sarcastic instances, and randomly sampled an equal number
of non-sarcastic examples. This left us with a balanced dataset of 3 Model Training
2134 samples. We tested the performance of a wide range of LLMs of different
To enable task specific instructions that would preserve sar- sizes. Their overview is contained in Table 1.
casm, we skipped classical machine translation tools, and tried
two alternative translation approaches: Table 1: Summary of used sarcasm detection models.
• using a medium-sized T5 model trained specifically for
Model Parameters
neural machine translation,
• SloBERTa 110M leveraging a significantly larger model via OpenAI’s API.
BERT-BASE-MULTILINGUAL-CASED 179M
The T5 model uses both the encoder and decoder stacks of
XLM-RoBERTa-BASE 279M
the Transformer architecture and is trained within a text-to-
XLM-RoBERTa-LARGE 561M
text framework. We chose Google’s 32-layer T5 model called
4 META-Llama-3.1-8B-INSTRUCT
8.03B
MADLAD400-10B-MT , which has 10.7 billion parameters and is
META-Llama-3.1-70B-INSTRUCT 70.6B
pretrained on the [4] dataset with 250 billion tokens MADLAD-400
META-Llama-3.1-405B-INSTRUCT 406B
covering 450 languages. Fine-tuning for machine translation was
GPT-3.5-TURBO-0125 ?
done on a combination of parallel data sources in 157 languages,
GPT-4o-2024-05-13 ?
including Slovenian.
As a generative model, we chose OpenAI’s decoder-based
5 3.1 Encoder Models Under 1B Parameters
GPT-4o-2024-05-13 . Its true size is not known to the public,
but it’s speculated that it is significantly smaller than , since The four smallest models are encoder-based models that embed GPT-4
input text and use a classification head to assign it a class. They
it is much faster and more efficient. OpenAI claims that it has the
required additional fine-tuning to perform sarcasm detection. For
best performance across non-English languages of any of their
models, thus making it suitable for our task. these models, we conducted hyperparameter optimization.
When generative decoder-based models, it is nec-
prompting We chose the [7, 8] model in order to check whether SloBERTa
essary to craft clear and specific instructions to achieve the best using a monolingual Slovenian model impacts sarcasm detection
performance. We also wanted to compare BERT and RoBERTa-
results. We used few-shot learning [2], and randomly sampled
three training instances, manually translated them, and included like models, so we used their multilingual variants and fine-tuned
them on Slovenian data.
them in the following prompt where the double forward slash
was used as a delimiter between the query and the expected The models were trained for a maximum of five epochs with
response. the use of early stopping, where the training was halted if the
validation loss didn’t improve after two epochs.
4
huggingface.co/google/madlad400-10b-mt
5 6
platform.openai.com/docs/models/gpt-4o github.com/GalaxyGHz/Diploma
Sarcasm Detection Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
3.2 Llama 3.1 Models When 𝑛 is set to zero, this approach is equivalent to hard
voting, and in the case of 𝑛 being equal to the predictor count, it
Since the teams that competed in the 2022 shared task on sarcasm
is equivalent to soft voting. We report both results. Additionally,
mostly used BERT and RoBERTa models, we extend the testing to
we compare the results of voting using all trained models with
include significantly larger models. We chose Meta’s open-source
the results obtained by using only the models with large weights
Llama family of models, more specifically, their newest Llama 3.1
in our regularized logistic regression ensemble.
variants. These come in three different sizes, which was perfect
for studying the effects of parameter counts on sarcasm detection.
We decided to use the “ ” version of all three models 4 Sarcasm Detection Results
instruct
since these were fine-tuned to be better at following instructions. Table 2 summarizes all our results. It is roughly sorted by model
When prompting LLama and GPT generative models, the fol- size, smaller models being on top and larger ones being on bot-
lowing few-shot classification prompt was given, with two pos- tom. The tag indicates that a model was not fine-tuned, (NFT)
itive and two negative examples randomly sampled from our while the tag means that a model was trained with LoRA. (LoRA)
dataset. Results are rounded to three decimal places.
You will be provided with text in the Slovenian language, and your
task is to classify whether it is sarcastic or not. Use ONLY token 0 Table 2: Summary of performance results for all tested
(not sarcastic) or 1 (sarcastic) as in the examples: models. The best scores are in bold.
• Spanje? Kaj je to... Še nikoli nisem slišal za to? 1
Model Accuracy F-score
1
• Lepo je biti primerjan z zidom 1 SloBERTa 0.621 0.632
• To sploh nima smisla. Nehaj kopati. 0 BERT-BASE-MULTILINGUAL-CASED 0.499 0.666
• XLM-RoBERTa-BASE Dne 12. 10. 21 ob 10:30 je bil nivo reke 0,37 m. 0 . 0.578 0.579
XLM-RoBERTa-LARGE 0.550 0.597
We used full versions of the 8B and 70B parameter models, Llama-3.1-8B-INSTRUCT (NFT) 0.560 0.676
while the 405B parameter model was loaded in 16-bit precision 0.569 Llama-3.1-8B-INSTRUCT (LoRA) 0.682 mode. To minimize the use of resources and costs, we employed 0.660 0.724 Llama-3.1-70B-INSTRUCT (NFT)
LoRA parameter-efficient fine-tuning. We provided the models 0.637 Llama-3.1-70B-INSTRUCT (4-bit-LoRA) 0.717 with training and validation sets and trained them for a maximum Llama-3.1-405B-INSTRUCT (16-bit-NFT) 0.686 0.751
GPT-3.5-TURBO-0125 (NFT) 0.564 0.679
of 10 epochs. No hyperparameter optimization was conducted
GPT-3.5-TURBO-0125 0.749 0.760
in this case due to time constraints. We used the validation loss
GPT-4o-2024-05-13 (NFT) 0.686 0.746
to choose the best model, and we used the same early stopping L2-LOGISTIC-REGRESSION 0.759 0.765 technique as with the smaller models. 0.707 L2-LOGISTIC-REGRESSION-NON-COMMERCIAL 0.749
HARD-VOTING-ALL 0.670 0.738
3.3 SOFT-VOTING-ALL 0.658 0.732 GPT 3 and 4 Models
HARD-VOTING-BEST-5 0.686 0.749
We also tested two models offered on the OpenAI platform, SOFT-VOTING-BEST-5 0.686 0.749
GPT-4o-2024-05-13 and GPT-3.5-TURBO-0125. We first used
them in few-shot mode and classified all our examples without Individual Model Performance
any fine-tuning. When fine-tuning, the platform’s tier system Out of all of the used models, only BERT-BASE-MULTILINGUAL-
limited us to only the smaller model. We failed to learn any pattern in our data and defaulted to GPT-3.5-TURBO-0125-CASED fine-tuned the model for a maximum of three epochs. In the end, the dummy classifier.
we used the model with the lowest validation loss to classify the sometimes predicts the correct token GPT-3.5-TURBO-0125
examples in the test set. but then continues to generate additional text, such as 11 and
1\n1. This happens with a small quantity of examples in our
3.4 Sarcasm Detection Ensembles testing set. We decided to truncate these responses and only kept
the first token as the answer.
When constructing ensemble models, we tried two techniques:
The Llama models sometimes refused to generate tokens zero
stacking and voting. In both cases, we used the predicted proba-
or one. We decided to drop these examples altogether. We report
bility of the sarcastic class from each model as input features.
the test accuracy and trained the ensemble models without them.
3.4.1 Stacking With Regularized Logistic Regression. Smaller encoder models performed poorly when compared to Our first
some of the larger models. Only the model manages SloBERTa
ensemble used stacking approach, and logistic regression with
to achieve an accuracy above 0.6. Despite being the smallest of
Ridge regularization as the meta-level classifier. This choice was
the four small models we tested, performed the best. SloBERTa
motivated primarily by the need for feature selection, as we
This suggests that the three larger multilingual encoder models
wanted to identify the most important model predictions and
may lack sufficient understanding of Slovenian. It also highlights
determine which models would be assigned a lower weight. The
that model size alone does not necessarily correlate with better
best models were then used for voting.
performance when it comes to sarcasm detection.
3.4.2 Standard and Mixed Voting. The second ensembling method The Llama models fared better, achieving accuracies of up to
was voting. We tried cut-off-based mixed voting inspired by [9]. 0.686 with the 405B model being comparable to GPT-4o in perfor-
Formally, we used hard voting when the absolute difference be- mance. They still fell short of the fine-tuned GPT-3.5-TURBO-0125 tween the number of sarcastic and non-sarcastic predictions was model, which managed to successfully classify about three-quarters
greater than 𝑛, and we used soft voting otherwise. We optimized of our examples with a F1-score of 0.76.
the value of 𝑛 based on the ensembles performance on our vali- Some models had significantly higher F 1-scores and lower dation set. accuracies. We show the confusion matrix of one of the models
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Ðoković and Robnik-Šikonja
Table 3: Confusion Matrix for non-fine-tuned Slovenian sarcasm detection power, but we also note that a pos-
Llama-3.1-405B-INSTRUCT model. sible alternative could be local fine-tuning of the Llama-3.1-8B-
-INSTRUCT model. Our testing shows that using aggressive quan-
Predicted \ Actual Positive Negative tization combined with LoRA results in significant performance
degradation.
Positive 202 123 We also constructed ensemble models based on voting and
Negative stacking methods. Observations showed that voting didn’t result
11 91
in any performance improvements. On the other hand, stacking
that exhibited the largest difference in Table 3. These models with the use of a regularized logistic regression managed to
seem to have a tendency to incorrectly classify non-sarcastic text improve on the performance of its base models.
as sarcastic, leading to a high rate of false positives. Additional work needs to be done in dataset construction.
Our testing also showed that loading the Sarcastic examples could be extended with context or labels of the Llama-3.1-70B-
-INSTRUCT model in 4-bit mode and fine-tuning it with LoRA types of sarcasm they represent. This might help guide models
does not produce satisfactory results, and it is thus better to towards better understanding of sarcasm. Future work could
conduct full fine-tuning with the smaller Llama model or to use also explore incorporating heterogeneous models into ensembles
one of OpenAI’s models via their fine-tuning API. or the creation of Mixture of Experts (MoE) ensembles, whose
GPT-3.5-TURBO-0125 performed the best among individual baseline models would focus on different aspects of sarcasm.
models, so if costs associated with the use of OpenAI’s API are
acceptable, we recommend its use for sarcasm detection in Slove- Acknowledgements nian. This shows that very large models can effectively identify
This research was supported by the Slovenian Research and In-
sarcasm. We believe that with better parameter tuning, Llama 8B
novation Agency (ARIS) core research programme P6-0411 and
could be one of the best (and most economical) options for sar-
projects J7-3159, CRP V5-2297, L2-50070, and PoVeJMo.
casm detection in Slovenian, provided that the user has sufficient
hardware resources. References
Ensemble Model Performance [1] Ibrahim Abu Farha, Silviu Vlad Oprea, Steven Wilson, and Walid Magdy. 2022.
We observed that the regularized logistic regression mostly re- SemEval-2022 task 6: iSarcasmEval, intended sarcasm detection in English
and Arabic. In Proceedings of the 16th International Workshop on Semantic
lied on the best-performing models. Its focus on the best model Evaluation (SemEval-2022)
, 802–814. doi: 10.18653/v1/2022.semeval- 1.111.
( ), however, suggests that there is signifi- [2] Tom Brown et al. 2020. Language models are few-shot learners. In Advances GPT-3.5-TURBO-0125 cant overlap between the various model predictions. in Neural Information Processing Systems
. Vol. 33, 1877–1901. https://proceedi
ngs.neurips.cc/paper_f iles/paper/2020/f ile/1457c0d6bf cb4967418bf b8ac142
We decided to discard when BERT-BASE-MULTILINGUAL-CASED
f 64a- Paper.pdf .
constructing our voting ensembles since its dummy classification [3] Aditya Joshi, Pushpak Bhattacharyya, and Mark J. Carman. 2017. Automatic
sarcasm detection: a survey. , 50, 5, Article 73, 22 pages. ACM Comput. Surv.
didn’t contribute to overall model performance. Both of these
doi: 10.1145/3124420.
two voting classifiers had an odd number of predictors, so there [4] Sneha Kudugunta, Isaac Caswell, Biao Zhang, Xavier Garcia, Derrick Xin,
was no need for a tie-breaker mechanism. Aditya Kusupati, Romi Stella, Ankur Bapna, and Orhan Firat. [n. d.] Madlad-
400: a multilingual and document-level large audited dataset. In Proceedings
Voting proved to be ineffective in our setups, even scoring
of the 37th International Conference on Neural Information Processing Systems
lower than some of its base models. hard voting generally out- Article 2940, 13 pages.
[5] Bleau Moores and Vijay Mago. 2022. A survey on automated sarcasm detec-
performed soft voting. We also note that there was no benefit
tion on twitter. . doi: 10.48550/arXiv.2202.02516. arXiv preprint
in using mixed voting, at least for the sets of predictors that we
[6] Smaranda Muresan, Roberto Gonzalez-Ibanez, Debanjan Ghosh, and Nina
obtained as hard voting always had a higher accuracy. This was Wacholder. 2016. Identification of nonliteral language in social media: a
case study on sarcasm. Journal of the Association for Information Science and
true for both the classifiers that used all and only five of the base
Technology, 67, 11, 2725–2737. doi: 10.1002/asi.23624.
models. [7] Matej Ulčar and Marko Robnik Šikonja. 2021. Sloberta: slovene monolingual
Regularized logistic regression managed to improve on the large pretrained masked language model. In Proceedings of Data Mining and
Data Warehousing, SiKDD, 17–20. http://library.ijs.si/Stacks/Proceedings/Inf
scores of individual models, raising accuracy by one percent, thus
ormationSociety/2021/IS2021_Volume_C.pdf .
achieving the best performance out of all of the tested approaches. [8] Matej Ulčar and Marko Robnik Šikonja. 2021. Slovenian RoBERTa contextual This shows that there is still performance to be gained from embeddings model: SloBERTa 2.0 CLARIN.SI data & tools . . Nasl. z nasl. zaslona.
Fakulteta za računalništvo in informatiko. http://hdl.handle.net/11356/1397.
ensembles; however, it is still necessary to use commercial models
[9] Mengfei Yuan, Zhou Mengyuan, Lianxin Jiang, Yang Mo, and Xiaofeng Shi.
for top performance. 2022. Stce at SemEval-2022 task 6: sarcasm detection in English tweets. In Pro-
ceedings of the 16th International Workshop on Semantic Evaluation (SemEval-
5 2022), 820–826. doi: 10.18653/v1/2022.semeval- 1.113. Conclusion
In this work, we presented the task of sarcasm detection in the
less-resourced Slovenian language. Our code and results are freely
7
available .
We tackled the missing dataset problem by using two LLMs
to perform neural translation of an English dataset into Slove-
nian. The translations generated by out-GPT-4o-2024-05-13
paced those generated by a large T5 model specifically trained
for neural machine translation in terms of quality.
We used this data to train a plethora of Transformer-based
models in various settings. We found that fine-tuning GPT-3.5-
-TURBO-0125 via OpenAI’s API results in the highest individual
7
github.com/GalaxyGHz/Diploma
Speech-to-Service: Using LLMs to Facilitate Recording of
Services in Healthcare
Maj Smerkol Rok Susič Mariša Ratajec
maj.smerkol@ijs.si rs36117@student.uni- lj.si mr97744@student.uni- lj.si
Jožef Stefan Institute University of Ljubljana, Faculty of University of Ljubljana, Faculty of
Ljubljana, Slovenia Mathematics and Physics Electrical Engineering
Ljubljana, Slovenia Ljubljana, Slovenia
Helena Halbwachs Anton Gradišek
h.halbwachs@senecura.si anton.gradisek@ijs.si
SeneCura Kliniken- und Jožef Stefan Institute
Heimebetriedsgesellschaft m.b.H. Ljubljana, Slovenia
Vienna, Austria
Abstract by significantly lowering the number of clicks required in the
UI. The system is built using open-source or publicly accessible
Digital tracking of services is one of the main administrative bur-
components, particularly a speech-to-text system that transcribes
dens of the healthcare staff. Here, we present a proof-of-concept
the recorded conversation, and a large language model (LLM)
study of a so-called speech-to-service (S2S) system that is aimed
that leverages its natural language processing capabilities. The
at facilitating recording of activities, extracting information from
recommender system shows possible required tasks, serving as a
the conversation between a healthcare provider and recipient.
reminder and to suggest tasks that are expected soon, which may
The system comprises of a speech recorder, a diarization compo-
lower the number of visits per patient. These recommended tasks
nent, an LLM to interpret the conversation, and a recommenda-
are then suggested to the healthcare worker, who can review and
tion system integrated in a smart tablet that records completed
confirm them using the LLM-assisted interface. LLMs, such as
activities and suggests possible other activities that may have
ChatGPT and Llama, have seen a surge in popularity in a wide
still be required. We tested the system on 350 conversations and
variety of topics since their popularization in particular with the
obtained 95% accuracy, 97% precision and 94% recall.
unveiling of ChatGPT3 in the autumn of 2022.
Keywords Several LLM based systems have been proposed recently, in-
cluding administrative task automation [6], decision making pro-
healthcare, LLM, speech recognition, recommendation system
cess [10], improving existing automatic speech recognition (ASR)
1 Introduction systems [1], and providing patients with needed information [9].
A recent study [11] concludes that utilising ASR to ease some
Healthcare workers, including nurses, technicians, and care per- administrative tasks leads to faster, more efficient work and even
sonnel form the backbone of the health system as they care for increase workers’ moods. patients and tend to their needs. However, with the standard-
ization and systematization of the healthcare professions and 2 System Architecture services often becomes a large bureaucratic burden, as health-
care workers have to record all the activities and services they This paper describes two early prototype systems, both aiming
provide to the patients. This process is of course needed as it to alleviate the workload of healthcare workers by easing the
provides traceability and ensures that all the required activities task of documenting care actions performed. These are the ASR
were taken care of, but the problem is that the interfaces designed system that logs care actions based on captured dialogue between
for activity logging are often not user-friendly and require the the healthcare worker and the patient, and a recommender sys-
users to choose the activities from a extensive lists of drop-down tem that predicts the required services at a specific time. This
menus. In total, this amounts to substantial time required only for recommender system relies on the historical data, appropriate
tedious administrative tasks, time that would be more beneficially for long-term patient care facilities.
spent otherwise. Both systems are limited in scope and only target the most
With the aim to alleviate the administrative burden of activity common healthcare services in the dataset for detection or pre-
logging, we explored the possibilities of novel technologies to as- diction respectively, which can still greatly easy the workload
sist the healthcare staff in their logging tasks. We developed and for medical workers, since the top 10 most common tasks out of
tested a proof-of-concept system that records the conversation around 200 care action types represent around 80% of all services
between the healthcare worker and a patient, identifies the activ- performed.
ities, and allows the healthcare worker to batch-confirm them on The recommender system allows the care workers to anticipate
a dedicated smart tablet. Batch-confirmation saves a lot of time tasks in advance and server as a reminder. This aims to lower the
number of patient visits, which also alleviates the workload.
Permission to make digital or hard copies of all or part of this work for personal
or classroom use is granted without fee provided that copies are not made or
distributed for profit or commercial advantage and that copies bear this notice and 2.1 Speech-to-Service ASR the full citation on the first page. Copyrights for third-party components of this
work must be honored. For all other uses, contact the owner /author(s).
The ASR system consists of a speech diarization model, capable
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
of segmenting the recorded speech based on who is currently
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.scai.4550 speaking, a speech transcription model that transcribes the audio
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Smerkol et al.
to text, and a LLM fine-tuned to extract specific information from hundred conversations that way, and manually checked for mis-
the text. Figure 1 shows the architecture of the prototype system. takes in the model output. Many conversations were removed
due to selected actions not being mentioned or other reasons. Fi-
nally, the resulting dataset contains 350 conversations and JSON
formatted lists of tasks.
For the prediction of services required during a visit, we have
acquired a log of all services performed in one long-term patient
care facility over a period of 6 months, with the next version
expanding to data from six facilities. The tasks in dataset include
measurements (body temperature, heart rate, blood pressure, ...),
medical tasks (monitoring medicine intake, performing exam-
inations, turning the patient in bed) and care tasks (breakfast,
lunch, cleaning). There are over 200 different tasks mentioned.
Figure 1: Overview of the ASR system. The dataset includes limited patient information—patient ID, care
type, and a detailed chronological history of services received.
Care types (CareType I, CareType II, CareType III/A, CareType
1
We employ speaker-diarization pretrained model [4] for di-
III/B, CareType IIII) represent an estimate of how much assistance
arization, pyannote/speaker-diarization-3.1 pretrained model [7]
a person requires. Legal restrictions on accessing sensitive health
2
for transcription, and fine-tuned Llama3 model [2] for informa-
data prevented us from obtaining more detailed patient records,
tion extraction via generating JSON formatted output.
so we developed prediction models based on these limited data
2.2 Recommender System points, balancing accuracy with regulatory constraints. The data preprocessing involved determining each patient’s The recommender system prototype is based on machine-learning
presence in the facility by identifying the timestamps of their
prediction of events that are expected to occur in a certain time
first and last recorded service. Patients with a stay of less than
window for a specific patient with addition of tasks that com-
four months were excluded from the analysis to ensure sufficient
monly follow predicted tasks. Due to the sensitive nature of the
data for reliable predictions.
data, we base our predictions only on the time window, patient
ID and care type. Thus we consider multi-output binary clas- 4 Methods sifiers that do not require large amounts of data for training.
This section describes the methodology used to develop the ASR
Additional tasks are added to the list based on a Markov chain
system and the recommender system.
model that commonly follow, e.g. the task ’clean table’ follows
the task ’lunch’. 4.1 Clustering
The feature vector includes the time of day, day of week, week
of month and month of year as numbers, allowing for capture The primary goal of the clustering process was to group patients
of periodic events with different periods. Due to lack of patient with similar patterns in terms of the type and frequency of ser-
data, we opted for personalized models, trained for each patient vices they received, allowing us to predict relevant services more
separately. We believe that results can be further improved by effectively for each cluster (since it was not clear, even among
adding more patient-related attributes. The model training used experts, whether care type and actual care provided were corre-
five month period of data collected, with cross-validation, and lated).
the accuracy was evaluated on the data collected during the sixth The clusters, as shown in Figure 2, demonstrate that patients
month. Due to patients’ medical states changing over time, some within the same care type tend to receive similar services. Some
data drift is expected, which is reflected in our results. deviations, where multiple classifications appear within a cluster,
are likely due to temporary conditions we could not fully exclude
3 Dataset (for instance, an individual categorized under "Care Type II" may
temporarily receive services typical of "Care Type III/A" (e.g.
To fine-tune the information extraction model based on Llama3,
due to a broken arm), while their care type classification remains
we have created a dataset of conversations in text form and ap-
unchanged). Despite this, the care types differentiate well enough
propriate outputs for each of them, as the task on hand is very
across clusters, leading us to use "CareType" as one of the key
specific and we did not find any existing appropriate dataset. We
attribute for further service predictions.
automated the process and manually removed any bad exam-
In the clustering process, we excluded CareType IIII because
ples. A real dataset, ideally recorded in the target environment,
this group is characterized by highly diverse healthcare needs
is needed for for final implementation - LLM generated datasets
due to specific diseases, and experts advised us to omit it for this
used for training LLMs are only appropriate in preliminary stud-
part of the analysis.
ies.
3
To generate the dataset, we prepared a BERT LLM via prompt- 4.2 Recommender System
ing [5]. A training sample was generating by first randomly select-
ing 2 of the 10 target actions, and programmatically generating To recommend the required services, we constructed the train-
the target output JSON. The BERT model was then tasked with ing dataset using a detailed log of care actions performed over
generating a conversation, in which these two tasks are men- a 6-month period. For each patient, the data was divided into
tioned as done during the conversation. We generated several consecutive 4-hour time windows. In each window, we examined
whether specific care actions were performed, marking them as
1
pyannote/speaker-diarization-3.1
2 "positive" if they occurred within that time frame. This granu-
meta/meta-llama-3-8b
3google-bert/bert-base-multilingual-cased lar approach allowed us to capture the temporal dynamics of
Speech-to-Service Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
added. Thus, the transcribed text resembles a play with unknown
characters speaking.
The information extraction model is Llama3 [2], and fine-
tuned utilising a LoRA few-shot fine tuning. Our approach was
to fine-tune the model for the task of extracting information about
specific care actions and generate the output in a JSON format,
providing structured data directly. A small training dataset was
prepared as described in the section 3.
5 Results and Discussion
5.1 LLM Based Infromation Retrieval Model
The Llama3 based information extraction model is evaluated
using a 5-fold cross validation, achieving , 95% accuracy 97%
precision, and 94% recall. For evaluation the model’s JSON-
Figure 2: Clustering of patients closely aligns with pre- formatted strings were deserialized to objects and tested against
existing care type assignments, ranging from minimal known correct objects to be able to interpret the results as multi-
personal assistance (CareType I) to moderate assistance label binary classification.
(CareType II), and full or intensive personal assistance The LLM infromation extraction model sometimes generates
(CareTypes III/A and III/B) for those with more severe care invalid JSON after fine-tuning, most commonly due to duplicated
needs. keys or getting stuck in a loop, generating same elements until
maximum output size is generated. The generated strings are
therefore post-processed to fix these mistakes via simple string
manipulation, however this indicates that experiments with dif-
service delivery, ensuring that for each time window, we had a
ferent output formats or avoiding generating the answers should
clear record of the services provided. As a result, we generated
be performed.
over 1000 labeled examples per patient, with each example rep-
The whole ASR pipeline including diarization and transcrip-
resenting a specific time window and its associated care actions.
tion has not yet been evaluated and falls within the scope of
This enabled the model to learn patterns in service requirements
future work.
throughout the day and week.
To identify the best predictive model, we evaluated various 5.2 Recommender System
classification algorithms, including Random Forest, Decision Tree,
Tables 1 and 3 present the classification results. Table 1 reports
K-Neighbors, Support Vector Classifier (SVC), Gradient Boost-
the average performance across all patients, including standard
ing, and Naive Bayes. Each model was trained using a multi-
deviations for the different models, while Table 3 shows classifica-
output classification approach, with features including the fre-
tion accuracy by care type, with averages and standard deviations
quency of the top services provided and the relevant time at-
across all patients within each care type, based on the model with
tributes. To ensure robust model evaluation, we implemented
the best results, which in this case is K-Neighbors (KNN).
5-fold cross-validation and subsequently tested the models on
Results are reported in two ways, tables 1 and 3 show accuracy
the sixth month’s data to assess their predictive performance.
considering all target attributes, only considering a prediction
4.3 Speech Recognition and Information correct when all targets are predicted correctly. The table 2 show
average of accuracies for each target attribute.
Extraction
Due to limited availability of training data, only the information- Table 1: Cross-validation and test accuracy (mean ± stan-
extraction model based on Llama3 was fine tuned using few-shot dard deviation) across all patients for various classification
LoRA (low-rank adaptor) supervised training. The diarization models.
and transcription models are used unchanged.
The diarization model used is speaker-diarization [4]. Initial Model CV Accuracy Test Accuracy
experiments with few-shot LoRA fine tuning [3] did not improve
RandomForest 0.71 ± 0.14 0.66 ± 0.16
the performance, hinting at the need for a larger training dataset.
DecisionTree 0.65 ± 0.16 0.66 ± 0.16
The model’s performance is satisfactory at the task of segmenta-
tion, but less so at the task of identifying which segments belong KNeighbors 0.73 ± 0.13 0.71 ± 0.16
to which speaker, especially for longer conversations. For a two- SVC 0.63 ± 0.12 0.63 ± 0.14 speaker situation, the model seems to assume the speakers take
GradientBoosting 0.68 ± 0.12 0.66 ± 0.15
turns speaking, causing mistakes when a single speaker pauses
NaiveBayes 0.57 ± 0.17 0.55 ± 0.20
before continuing to speak.
The transcription model used is whisper [8]. The model tran-
scribes each segment separately. As mentioned above, the speak- The K-Neighbors (KNN) classifier outperformed other models,
ers are not robustly recognised, and we cannot reliably assign a achieving an average CV accuracy of 73%, a test accuracy of 71%,
speaker to each line of text. Still, labeling each line of text even and R2 score of 0.44. This made it the most effective model for
with an ambiguous label improves the downstream task of infor- predicting service plans. Random Forest also performed reason-
mation extraction. The transcribed lines of text are concatenated, ably well, achieving a test accuracy of 66%, though it did not
and at the start of each utterance a label marking it as such is surpass KNN in overall performance.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Smerkol et al.
Table 2: Majority Class Percentage and Task-wise Test Ac- failure at each step. The information retrieval model itself is not
curacy (mean ± standard deviation) across all patients for inefficient considering computational time and memory required,
various classification models. but diarization and transcription steps are. The required service
prediction should also be further improved. Using current dataset
Model Majority Class Task-wise an alternative approach that may improve performance is using
Percentage Accuracy sequence modelling or event prediction approaches. Finally, the
two models could work in tandem - predicting the required ac-
RandomForest 0.72 ± 0.19 0.89 ± 0.10
tions and using that information in the ASR pipeline could be
DecisionTree 0.72 ± 0.19 0.89 ± 0.11
beneficial.
KNeighbors Based on the proof-of-concept study, we conclude the sug- 0.72 ± 0.19 0.91 ± 0.10
gested approach is in principle feasible and can be beneficial
SVC 0.65 ± 0.16 0.88 ± 0.10
to healthcare providers. However, in view of regulations, spe-
GradientBoosting 0.65 ± 0.16 0.89 ± 0.09
cial caution has to be paid during the implementation of any
NaiveBayes 0.72 ± 0.19 0.85 ± 0.15
sort of such system in a real-world setting. Recording and di-
arizing conversations between healthcare staff and the patients
Table 3: Classification performance of K-Neighbors (KNN) is likely to include highly personal data, which falls under the
by CareType, showing cross-validation and test accuracy EU relevant legislation, specifically the GDPR (General Data Pro-
(mean ± standard deviation), averaged across all patients 4 tection Regulation ) and the EU AI Act (Artificial Intelligence
within each care type. Act (Regulation (EU) 2024/1689) 5 ). Furthermore, indiscriminately
recording conversations and feeding them into an LLM will likely
CareType CV Accuracy Test Accuracy be considered as "high risk" in view of the AI Act. This means
that implementing such services will require extensive screening,
CareType I 0.79 ± 0.12 0.76 ± 0.16
documentation, clear division of ownership and access roles, and
CareType II 0.79 ± 0.11 0.78 ± 0.13 other compliance with legal requirements.
CareType III/A 0.68 ± 0.13 0.66 ± 0.15 Acknowledgements
CareType III/B 0.70 ± 0.14 0.68 ± 0.17
We thank the healthcare provider organization for the dataset
CareType IIII 0.68 ± 0.10 0.67 ± 0.12
and for insightful discussions.
References
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6 Conclusions Internet research, 17, 11, e247.
This is early work and further improvements are underway. The
whole ASR pipeline needs to be evaluated and we expect no-
ticeably worse performance comparing to only the information 4
https://gdpr-info.eu/
extraction model due to larger complexity and possibility for 5https://artificialintelligenceact.eu/the-act/
Performance Comparison of Axle Weight Prediction
Algorithms on Time-Series Data
Žiga Kolar David Susič Martin Konečnik
Jožef Stefan Institute Jožef Stefan Institute Cestel Cestni Inženiring d.o.o
Jamova cesta 39 Jamova cesta 39 Špruha 32
Ljubljana, Slovenia Ljubljana, Slovenia Trzin, Slovenia
ziga.kolar@ijs.si david.susic@ijs.si martin.konecnik@cestel.si
Domen Prestor Tomo Pejanovič Nosaka Bajko Kulauzović
Cestel Cestni Inženiring d.o.o Cestel Cestni Inženiring d.o.o Cestel Cestni Inženiring d.o.o
Špruha 32 Špruha 32 Špruha 32
Trzin, Slovenia Trzin, Slovenia Trzin, Slovenia
domen.prestor@cestel.si tomo.pejanovic@cestel.si bajko@cestel.si
Jan Kalin Matjaž Skobir Matjaž Gams
Zavod za gradbeništvo Slovenije Cestel Cestni Inženiring d.o.o Jožef Stefan Institute
Dimičeva ulica 12 Špruha 32 Jamova cesta 39
Ljubljana, Slovenia Trzin, Slovenia Ljubljana, Slovenia
jan.kalin@zag.si matjaz.skobir@cestel.si matjaz.gams@ijs.si
Abstract including road maintenance planning, traffic management, and
Accurate vehicle axle weight estimation is essential for the main- the prevention of overloading, which can lead to premature road
tenance and safety of transportation infrastructure. This study wear and increased accident risks [8]. Traditional methods for
evaluates and compares the performance of various algorithms axle weight measurement often rely on static scales or weigh-
for axle weight prediction using time-series data. The algorithms in-motion (WIM) systems. While these methods provide direct
assessed include traditional machine learning models (e.g., ran- measurements, they are susceptible to limitations such as high
dom forest) and advanced deep learning techniques (e.g., con- installation and maintenance costs, potential measurement inac-
volutional neural networks). The evaluation utilized datasets curacies due to environmental factors, and the need for frequent
comprising time-series data from 10 sensors positioned on a sin- calibration.
gle lane of a bridge, with the goal of predicting each vehicle’s axle In recent years, the advent of advanced computational tech-
weights based on the signals from these sensors. Each algorithm’s niques has opened new avenues for improving axle weight predic-
performance was measured against the OIML R-134 recommen- tion. Machine learning (ML) and deep learning (DL) algorithms, in
dation, where a prediction was classified as accurate if the error particular, offer promising alternatives by leveraging time-series
was within ±4 percent for two-axle vehicles and ±8 percent for data to model complex, non-linear relationships inherent in ve-
vehicles with more than two axles. Tests were conducted on sev- hicular weight patterns. These methods can enhance prediction
eral bridges, with this paper presenting detailed results from the accuracy, handle large volumes of data, and adapt to varying con-
Lopata bridge. Findings indicate that deep learning models, par- ditions, making them suitable for real-world applications where
ticularly convolutional neural networks, significantly outperform traditional methods may fall short.
traditional methods in terms of accuracy and their ability to adapt This study systematically evaluates and compares the per-
to complex patterns in time-series data. This study provides a formance of various axle weight prediction algorithms using
valuable reference for researchers and practitioners aiming to time-series data. We focus on a diverse set of algorithms, includ-
enhance axle weight prediction systems, thereby contributing to ing machine learning models like random forests (RF) [6] and
more effective infrastructure management and safety monitoring. advanced deep learning techniques such as convolutional neural
networks (CNN) [4].
Keywords The objective of this research is to explore the potential of
time-series data, axle weight, machine learning, neural network combining traditional WIM systems with advanced ML and DL models to enhance axle weight predictions. By comparing the
Accurate axle weight prediction plays a pivotal role in the mainte-1 performance of different methodologies, including the SIWIM Introduction traditional model, random forest (IJS RF), a hybrid approach (AVERAGE(IJS, SIWIM traditional)), and a CNN-based model, this nance and safety of transportation infrastructure [7]. The precise study aims to identify the most effective strategies for accurate estimation of axle weights is essential for various applications, and reliable axle weight estimation. Additionally, it examines the
Permission to make digital or hard copies of all or part of this work for personal impact of synthetic data generation on the performance of these
or classroom use is granted without fee provided that copies are not made or models, providing a comprehensive evaluation of their practical
distributed for profit or commercial advantage and that copies bear this notice and applicability in real-world scenarios.
the full citation on the first page. Copyrights for third-party components of this The study aimed to predict the axle weights of vehicles using
work must be honored. For all other uses, contact the owner/author(s). ten input signals from sensors placed under the Lopata bridge.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.scai.4752
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Kolar et al.
Each predictive algorithm’s performance was evaluated accord- Bosso et al. [1] proposed a method using weigh-in-motion
ing to the OIML R-134 recommendation, which is deemed accu- (WIM) data and regression trees to identify patterns in over-
rate if the error margin for predicting the axle weight is within loaded truck weights and travel. The analysis reveals that truck
±4% for vehicles with two axles and within ±8% for vehicles with type is the key predictor of overloading, while time of day is
more than two axles. crucial for axle overloading, with most incidents occurring late
The dataset comprised 1478 samples, i.e. passing of a vehicle, at night or early morning. These insights can enhance enforce-
each containing 10 signals per vehicle. For each sample, a static ment strategies and inform pavement management and design,
weight for each axle was assigned as the target value. Static optimizing infrastructure longevity and safety.
weight refers to the weight measured by a scale when the vehicle He et al. [2] introduced a new method that uses only the
is stationary. flexural strain signals from weighing sensors to identify axle
This paper is structured as follows: Section 2 reviews several spacing and weights, reducing installation costs and expanding
state-of-the-art approaches. Section 3 details the preprocessing BWIM applications. The method’s accuracy is validated through
steps necessary before applying machine learning methods. In numerical simulations and laboratory experiments with a scaled
Section 4, algorithms used for predicting axle weights are pre- vehicle-bridge interaction model, showing promising results for
sented. Section 5 presents the final results of the axle weight accurate axle spacing and weight identification.
predictions. Finally, Section 6 summarizes the findings and pro-
poses ideas for future research. 3 Data Preprocessing
Before applying various algorithms to the dataset, several pre-
The prediction of axle weights using time-series data has often signals from each sample, padding was performed to standardize them to the length of the longest signal. Samples with a gross 2 processing steps were necessary. Due to the differing lengths of Related Work been studied in recent years, resulting in a substantial body of weight below 5 kN were excluded from both the training and related work. Below, several state-of-the-art (SOTA) approaches test datasets. Each signal was cropped by removing data to the are described. left of the leftmost peak value minus 100 and to the right of the Zhou et al. [10] differentiated between high-speed and low- rightmost peak value plus 100. The peak values were calculated speed weigh-in-motion (WIM) systems and analyzed the char- acteristics of axle weight signals. They proposed a nonlinear in advance. To address the limited availability of data required for deep curve-fitting algorithm, detailing its implementation. Numerical learning, which typically necessitates tens of thousands of sam-simulations and field experiments assessed the method’s perfor-ples for effective training, synthetic data generation was em-mance, demonstrating its effectiveness with maximum weighing ployed. The original dataset comprised 1,478 samples (from Janu-errors for the front axle, rear axle, and gross weights recorded ary 2022 to December 2023) i.e. passing of a vehicle, each contain-at 4.01%, 5.24%, and 3.92%, respectively, at speeds of 15 km/h or ing 10 signals per vehicle. An additional 20,000 synthetic samples lower. were generated using a specific algorithm. This algorithm oper-Wu et al. [8] introduced a modified encoder-decoder architec-ates by iterating 20,000 times, during each of which a random ture with a signal-reconstruction layer to identify vehicle proper-training sample and a random strain factor were selected. The ties (velocity, wheelbase, axle weight) using the bridge’s dynamic strain factor is a random value ranging between 0.5 and 0.99. The response. This unsupervised encoder-decoder method extracts selected signal from the training sample was then scaled by the higher features from the original data. A numerical bridge model chosen strain factor. This scaling process effectively models the based on vehicle-bridge coupling vibration theory demonstrated feature that doubling the amplitude of the signal corresponds to
the method’s applicability. Results indicated that the proposed ap- doubling its weight. proach accurately predicts traffic loads without additional sensors A crucial aspect of data preprocessing involved the normal-or vehicle weight labels, achieving better stability and reliability ization of sensor signals to ensure uniformity across the dataset. even with significant data pollution. Each signal was normalized to have a mean of zero and a stan-Xu et al. [9] applied wavelet transform for denoising and re-dard deviation of one, which helps in improving the convergence constructing the WIM signal, and used a back propagation (BP) of machine learning algorithms by ensuring that each feature neural network optimized by the brain storm optimization (BSO) contributes equally to the learning process. algorithm to process the WIM signal. Comparing the predictive The selection of training and test data was conducted using a abilities of BP neural networks optimized by different algorithms, rolling window approach [3]. Specifically, for each testing month, they found the BSO-BP WIM model to exhibit fast convergence the training data comprised all available data up to but not includ-and high accuracy, with a maximum gross weight relative error ing the testing month. For instance, if May 2023 was designated of 1.41% and a maximum axle weight relative error of 6.69%. as the testing month, the training dataset consisted of data from Kim et al. [5] developed signal analysis algorithms using artifi-January 2022 through April 2023. This process was systematically cial neural networks (ANN) for Bridge Weigh-in-Motion (B-WIM) repeated for each testing month from March 2022 to December systems. Their procedure involved extracting information on ve-2023. hicle weight, speed, and axle count from time-domain strain
data. ANNs were selected for their effectiveness in incorporating
dynamic effects and bridge-vehicle interactions. Vehicle exper- 4 Methodology
iments with various load cases were conducted on two bridge Four methods were identified as applicable for predicting vehicle
types: a simply supported pre-stressed concrete girder bridge and axle weights. The first method, known as SIWIM traditional [11],
a cable-stayed bridge. High-speed and low-speed WIM systems calculated the number of axles, axle lengths, and axle weights by
were used to cross-check and validate the algorithms’ perfor- utilizing influence lines to model the signal and determine the
mance. correct output. For validation purposes, each predicted output
Performance Comparison of Axle Weight Prediction Algorithms Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
The detailed architecture of the CNN is shown in Figure 1. 2D
Convolutional layers (Conv2D) were used instead of 1D Convolu-
tional layers due to the input data consisting of 10 sensor signals.
The number of filters and kernel size are specified within the
parentheses of each Conv2D layer, while the pooling size is de-
fined in each 2D MaxPooling layer parentheses (MaxPooling2D).
The last Dense layer has 100 neurons. To mitigate overfitting, a
Dropout layer was added after the final Dense layer. Additionally,
Batch Normalization was applied after each 2D Convolutional
layer to further reduce the risk of overfitting.
Although Long Short-Term Memory (LSTM) and Gated Re-
current Unit (GRU) neural networks could be used for this task,
a Convolutional Neural Network (CNN) was chosen instead be-
cause of its strengths in capturing spatial hierarchies and local
patterns within the data. CNNs are highly effective at extracting
local features and detecting patterns, while LSTM and GRU are
better suited for handling temporal dependencies, which are not
that relevant to this specific task.
5 Results
Figure 1: Architecture of CNN for predicting axle weights.
was stored in a separate file alongside the signal data, enabling
direct comparison with the actual values. Figure 2: Accuracies of all algorithms for each testing
The second method used the random forest [6] (named IJS month.
RF) for predicting vehicle axle weights. The model relied on ac-
curately identifying the positions of peaks to function correctly.
Peak values were determined using the 𝑓 𝑖𝑛𝑑_𝑝𝑒𝑎𝑘𝑠 method from The results of each method described in Section 4 are illus-
the SciPy library, which identifies peaks based on a specified trated in Figure 2. Among the methods evaluated, SIWIM tradi-
minimum height. Once the peaks were identified, the algorithm tional exhibited the poorest performance, with fluctuating trends
extracted values within a ±5 range of each peak. These extracted observed throughout the entire two-year period. The CNN be-
values were then used as input features for the random forest gan to outperform the other three approaches after December
model. Additionally, the random forest model incorporated tem- 2022. Conversely, the AVERAGE(IJS, SIWIM traditional) method
perature, axle distances and gross weight as input features. Ran- showed superior performance during the initial testing months
dom forest algorithms are not inherently suited for time series from March 2022 to June 2022.
data; however, they perform effectively with numerical data such The performance of the CNN improved with an increasing
as temperature, axle distance, and gross weight. Therefore, this amount of data, whereas the IJS RF and AVERAGE(IJS, SIWIM
algorithm was chosen for analyzing this type of input data. traditional) methods were more effective during the initial phase
The third method integrated the first two approaches by aver- when less training data was available. However, the improvement
aging the outputs from the SIWIM traditional and IJS RF models in CNN’s accuracy was not linear. This non-linear trend can be
(named AVERAGE(IJS, SIWIM traditional)). This approach is mo- attributed to the random initialization of the CNN’s weights
tivated by the concept that combining multiple models can often before each training session, occasionally leading to suboptimal
yield more accurate results than relying on a single model alone convergence.
[12]. An additional analysis was conducted to compare the perfor-
The final method employed a convolutional neural network mance of the models under varying environmental conditions,
(CNN) to predict axle weights. The CNN utilized synthetic data, such as temperature fluctuations and differing traffic patterns.
as detailed in section 3, during the training phase. This method This analysis revealed that the CNN model maintained its accu-
processed all 10 signals as input to calculate the axle weights. racy more consistently across different conditions, indicating its
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Kolar et al.
robustness and adaptability. Furthermore, the inclusion of syn- be better tailored to capture specific nuances in the time-series
thetic data in training the CNN model contributed to its superior data.
performance, as it allowed the model to learn from a more di- After developing individual models for each sensor, the next
verse set of examples. Future research should focus on expanding step would be to combine the predictions from these models into
the range of synthetic data and exploring additional ensemble a single final prediction. This can be achieved using an ensemble
techniques to further enhance prediction accuracy. method, such as a random forest classifier. The random forest
Despite achieving high accuracy with the CNN model, with classifier would take the ten individual predictions (one from
the highest accuracy reaching 0.94, this most accurate method each sensor model) as input features and produce a consolidated
still falls short of meeting the OIML R-134 recommendation by final axle weight prediction.
4.4%. Furthermore, the results show that more static data could This method not only holds the potential to improve the ac-
be needed for the learning phase. Having 1000 static samples curacy and robustness of the axle weight predictions but also
which were augmented might not be sufficient to reach the OIML provides a scalable framework that can be adapted to different
R-134 recommendation. datasets and sensor configurations. Future work should explore
In summary, the results indicate that while traditional meth- the implementation of this approach, including the optimization
ods such as IJS RF and AVERAGE(IJS, SIWIM traditional) perform of individual sensor models and the integration of their predic-
well with limited data, convolutional neural networks (CNNs) tions through an ensemble method.
demonstrate superior performance as more data becomes avail- By advancing the CNN model in this manner, it is anticipated
able, despite some variability in their convergence. In addition, that the performance gap relative to the OIML R-134 recommen-
a sufficient number of training examples is needed to approach dation could be further reduced, bringing the predictions closer
the desired OIML R-134 recommendation. to the required accuracy levels with a smaller amount of data
and enhancing the overall efficacy of the axle weight prediction
6 system. Conclusion and Discussion
algorithms evaluated encompassed traditional machine learning acknowledge the funding from the Slovenian Research and Inno- vation Agency (ARIS), Grant (PR-10495) and Basic core funding models, such as random forests, and advanced deep learning P2-0209. The author(s) made use of chatGPT to assist with this techniques, notably convolutional neural networks. article. ChatGPT was commonly employed as a tool for enhanc- The major findings reveal that CNNs achieved significantly ing the language of the initial draft, without altering the length better results in predicting axle weights during the latter months prediction algorithms using time-series data collected from 10 This study received funding from company Cestel. The authors sensors positioned on the Lopata bridge was conducted. The In this study, a performance comparison of various axle weight Acknowledgements
of the experiment. The CNNs’ ability to adapt to and learn from of the text. ChatGPT 4 was accessed/obtained from chatgpt.com and used with modification in July 2024. complex patterns within the time series data was a key factor in
4.4%. their superior performance. Despite achieving high accuracy with References the CNN model, reaching a peak accuracy of 0.94, this method [1] Mariana Bosso, Kamilla L Vasconcelos, Linda Lee Ho, and Liedi LB Bernucci. still falls short of meeting the OIML R-134 recommendation by 2020. Use of regression trees to predict overweight trucks from historical weigh-in-motion data. Journal of Traffic and Transportation Engineering , 7, 6, 843–859. (English Edition) Overall, there are three implications of this study. First, it [2] Wei He, Tianyang Ling, Eugene J OBrien, and Lu Deng. 2019. Virtual axle demonstrates the potential of deep learning techniques to en-method for bridge weigh-in-motion systems requiring no axle detector.
hance the accuracy of axle weight predictions where sufficient Journal of Bridge Engineering , 24, 9, 04019086. [3] Hamed Kalhori, Mehrisadat Makki Alamdari, Xinqun Zhu, Bijan Samali, data is available, thereby facilitating more reliable infrastructure and Samir Mustapha. 2017. Non-intrusive schemes for speed and axle iden-management. Second, for smaller datasets, it is more effective tification in bridge-weigh-in-motion systems. Measurement Science and , 28, 2, 025102. to use classical machine learning systems in combination with Technology [4] Teja Kattenborn, Jens Leitloff, Felix Schiefer, and Stefan Hinz. 2021. Review methods like SIWIM traditional. Third, it provides a valuable on convolutional neural networks (cnn) in vegetation remote sensing. ISPRS
benchmark for researchers and practitioners, guiding the de- journal of photogrammetry and remote sensing, 173, 24–49.
velopment and implementation of more effective axle weight [5] Sungkon Kim, Jungwhee Lee, Min-Seok Park, and Byung-Wan Jo. 2009.
Vehicle signal analysis using artificial neural networks for a bridge weigh-
prediction systems. in-motion system. Sensors, 9, 10, 7943–7956.
possible: To achieve the OIML R-134 recommendation, two options are [6] Steven J Rigatti. 2017. Random forest. Journal of Insurance Medicine, 47, 1, 31–39. [7] Mohhammad Sujon and Fei Dai. 2021. Application of weigh-in-motion
technologies for pavement and bridge response monitoring: state-of-the-art
• Just add more data - if the trend continues, adding another review. Automation in Construction, 130, 103844.
• half a year of measurements would enable achieving the [8] Yuhan Wu, Lu Deng, and Wei He. 2020. Bwimnet: a novel method for iden- tifying moving vehicles utilizing a modified encoder-decoder architecture. standard. Another option would be to apply measurements Sensors , 20, 24, 7170. on a bridge with more traffic. [9] Suan Xu, Xing Chen, Yaqiong Fu, Hongwei Xu, and Kaixing Hong. 2022. Research on weigh-in-motion algorithm of vehicles based on bso-bp. Sensors , Improve the methods by incorporating advanced ensemble 22, 6, 2109. techniques. [10] ZF Zhou, P Cai, and RX Chen. 2007. Estimating the axle weight of vehicle
in motion based on nonlinear curve-fitting. IET science, measurement &
ment involves modeling each sensor individually. This approach [11] A Žnidarič, J Kalin, M Kreslin, M Mavrič, et al. 2016. Recent advances in bridge wim technology. In Proc. 7th International Conference on WIM . entails building a separate CNN model for each of the ten sen- To introduce the ensemble approaches, one potential improve- technology, 1, 4, 185–190.
[12] Hui Zou and Yuhong Yang. 2004. Combining time series models for fore-
sors, allowing for more specialized and potentially more accurate casting. International journal of Forecasting, 20, 1, 69–84.
predictions from each sensor’s data. By focusing on the unique
characteristics and data patterns of each sensor, the models can
Comparison of Feature- and Embedding-based Approaches for
Audio and Visual Emotion Classification
Sebastijan Trojer Zoja Anžur
st5804@student.uni- lj.si zoja.anzur@ijs.si
Jožef Stefan Institute Jožef Stefan Institute
Faculty of Computer and Information Science Ljubljana, Slovenia
Ljubljana, Slovenia
Mitja Luštrek Gašper Slapničar
mitja.lustrek@ijs.si gasper.slapnicar@ijs.si
Jožef Stefan Institute Jožef Stefan Institute
Jožef Stefan International Postgraduate School Ljubljana, Slovenia
Ljubljana, Slovenia
Abstract nature, lacking explainability and interpretability of the internally
derived features [9]. Furthermore, while some research suggests
This paper presents a comparative analysis of feature- and embe-
superior performance of embeddings compared to traditional
dding-based approaches for audio-visual emotion classification.
features [20], this is not universally agreed upon [8], especially
We compared the performance of traditional handcrafted fea-
when taking into account potentially much higher computational
tures, using MediaPipe for visual features and Mel-frequency
complexity of deriving embeddings with deep artificial neural
cepstral coefficients (MFCCs) for audio features, against neural
networks (ANNs).
network (NN)-based embeddings obtained from pretrained mod-
Our research question is thus, whether it is better to compute
els suitable for emotion recognition (ER). The study employs
embeddings using SOTA pretrained DL models instead of using
separate uni-modal datasets for audio and visual modalities to
hand-crafted features, as ANN embeddings promise to increase
rigorously assess the performance of each feature set on each
detection accuracy at the cost of interpretability and computa-
modality. Results demonstrate that in the case of visual data NN-
tional complexity. In this work we compared the performance of
based embeddings significantly outperform handcrafted features
hand-crafted features and embeddings obtained with pretrained
in terms of accuracy and F1 score when training a traditional
SOTA models for the down-stream task of emotion recognition.
classifier. However, for audio data the performance is similar
We independently compared ER performance of audio and video
on all feature sets. Handcrafted features, such as facial blend-
modality, using established benchmark datasets for each. Hand-
shapes, computed from MediaPipe keypoints and MFCCs, re-
crafted features were chosen based on literature and embeddings
main relevant in resource-constrained settings due to their lower
were computed with task-suitable pretrained models available
computational demands. This research provides insights into
in existing Python libraries. Both were formatted in a way that
the trade-offs between traditional feature extraction methods
allowed us to then train a set of traditional ML models, listed in
and modern deep learning techniques, offering guidance for the
Section 3.3, for ER, using hand-crafted features, embeddings, or
development of future emotion classification systems.
a union of both as inputs.
Keywords
emotion recognition, embeddings, hand-crafted features 2 Related Work
Performance comparison of hand-crafted features and learned
1 Introduction embeddings has been discussed in depth in computer vision do-
main. Schonberger et al. [15] demonstrated that hand-crafted
Automated emotion recognition (ER) often focuses on two modali-
ties – video and audio. This is akin to human emotion recognition, features (e.g., SIFT) still perform on par or better than learned
embeddings in image reconstruction. They warned of high vari-
as we heavily rely on audio-visual characteristics, such as facial
expressions and audio cues, to deduce emotional state [7]. Both ance across datasets when using learned embeddings as features.
Similarly, Antipov et al. [2] reported similar performance of hand-
audio and video are relatively simple to obtain using sensors,
crafted features (e.g., HOG) and learned embeddings when classi-
as such sensors are unobtrusive and easily available (e.g., web-
cameras) and can be used to train machine learning (ML) models fying pedestrian gender from images using small datasets. They
also highlighted superior generalization performance of embed-
for emotion recognition.
In the past decade deep-learning (DL) approaches achieved dings across (unseen) datasets. In emotion recognition from audio,
Papakostas et al. [13] compared using hand-crafted MFCC-based
state-of-the-art (SOTA) results in many domains, including emo-
tion recognition [16]. However, despite the superior performance features with embeddings from a custom convolutional neural
network (CNN) trained on spectrograms. The latter slightly out-
of such models, many doubts have been cast on their black-box
performed hand-crafted features by 1% on average in terms of
Permission to make digital or hard copies of all or part of this work for personal
F1 score, again showing similar performance. Ye et al. [21] re-
or classroom use is granted without fee provided that copies are not made or
cently showed that using a union of both hand-crafted features
distributed for profit or commercial advantage and that copies bear this notice and
the full citation on the first page. Copyrights for third-party components of this and learned embeddings achieves superior performance in user
work must be honored. For all other uses, contact the owner /author(s).
identification, compared to using each input individually.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
There is moderate (but not universal) agreement in recent
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.scai.6883 literature that performance between hand-crafted features and
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Sebastijan Trojer, Zoja Anžur, Mitja Luštrek, and Gašper Slapničar
learned embeddings is similar, however, most work comparing the other hand, we chose SOTA pretrained models trained for
their performance is limited to a single modality or task. We related tasks. We extracted embeddings at a model-specific point
compared performance between two different modalities for the before the learning layers, and formatted them using principal
task of ER and investigated potential performance improvements component analysis (PCA) in order to reduce their dimensionality
of feature-level fusion (hand-crafted + embeddings). while maintaining the relevant information.
3 Methodology in ER from audio [10], as they give a good approximation of the 3.2.1 Audio Features. MFCCs are historically well-established
Our task consisted of two parts – hand-crafted features and em- human auditory system’s response. For each audio clip, we com-
beddings computation, and ER model training for classification. puted a common set of statistical aggregate features (averages,
Both were done on (separate) audio and visual modality and will standard deviations) for MFCCs, Root Mean Square (RMS) en-
be described per-modality in the following sections. ergy (volume), Zero-Crossing Rate, Spectral Bandwidth, Spectral
Contrast, and Spectral Roll-off, using the python library. librosa
3.1 Datasets For embeddings we decided to investigate models pretrained
on similar audio tasks (e.g., emotion recognition) and use them
As mentioned previously, the ER task is most-often audio-visual,
so we decided to use an audio and a visual dataset to indepen- to the point where embeddings are available, which typically
means the upper part of the ANN architecture, responsible for
dently evaluate the performance of different feature sets. While
many datasets exist that contain both modalities, they often have computation of embeddings representing the features. Three pre-
trained models were investigated in our evaluation, all based
a problem of imprecise coarse emotion labelling [18], as labels
on the wav2vec2 architecture, which is a self-supervised model
are video-based, while emotions can be exhibited and changed in
for learning speech representations proposed by Facebook AI
much shorter windows. Splitting video into frames yields a large
Research (FAIR) [3]. Full wav2vec2 pretraining framework com-
number of (different) instances with the same label, so we wanted
prises a latent feature encoder, a context network using the trans-
a dataset with individual image labels. As our focus was on com-
former architecture, a quantization module and contrastive loss
paring the performance of hand-crafted and embedding-based
features, we chose two well-established benchmark datasets ded- (pre-training objective). For our purposes the feature encoder
is important, which is a 7-layer 1D CNN reducing the dimen-
icated to audio and visual emotion classification. These datasets
contain short audio clips and individual images with precise sionality of audio inputs into a sequence of feature vectors. The
initial model version was pretrained on the LibriSpeech dataset,
short-term and per-frame labels, circumventing the mentioned
another version was fine-tuned on IEMOCAP dataset specifically
per-video labelling problem.
for ER, and finally a large general cross-lingual model (XLSR)
3.1.1 Audio Dataset. For evaluation on audio data we decided was trained on millions of hours of unlabeled audio data in 53 to use the crowd-sourced emotional multimodal actors dataset
(later extended) languages [5]. These three variants were used
(CREMA-D) [4]. It contains short clips of 91 actors between the
to extract their corresponding embeddings. Since the input data
ages of 20 and 74 coming from a variety of races and ethnicities,
from CREMA-D is of inconsistent shape (varying by < 1 sec), we
who exhibited six different emotions (Anger, Disgust, Fear, Happy,
had to employ an additional adaptive average pooling layer to en-
Neutral, Sad). Each actor produced about 80 clips (small vari- sure consistently shaped outputs. We designed this pooling layer
ation), saying specific sentences exhibiting different emotions.
so that we lost minimal information (short segment length for
The distribution of labels was balanced, each class representing
pooling) and the outputs were then flattened. PCA was employed
approx. 16% of the data. The intended emotions were verified
to subsequently reduce them to 10 dimensions. The number of di-
with 2,443 crowd-sourced human raters as baseline. These raters
mensions was chosen arbitrarily and could be changed, however,
predicted emotions based on audio only, video only, or both,
we believe that 10 dimensions offer a good balance between re-
achieving 40.9%, 58.2% and 63.6% recognition of intended (acted)
tained information and computational (and spatial) requirements.
emotion respectively.
Moreover, this number of PCA components is on the same order
3.1.2 of magnitude as the number of hand-crafted features, making Visual Dataset.
For visual data we chose the extended
them more comparable.
Cohn-Kanade dataset (CK+) [11], which a staple dataset in ER
evaluation from facial expressions. It contains images of 118 3.2.2 Visual Features. For visual features, we focused on the
adults, aged between 18 and 50, again of different ethnicities. Par-
movement of specific facial keypoints, such as the corners of
ticipants were instructed to perform a series of 23 facial displays,
the mouth and eyebrows, which form the basis of the Facial
relating to one of seven emotions (Anger, Contempt, Disgust, Fear,
Action Coding System (FACS) – a taxonomy that categorizes
Happy, Sad, Surprise). The distribution of classes in CK+ is not human facial expressions based on muscle movements [6]. We
balanced – is the majority class at 25% and the Surprise Contempt
employed the MediaPipe (MP) framework [12] to extract values
minority class at 6%, with others in between. This distribution
representing the activation of various facial blendshapes, which
also changes between subjects. CK+ images were reshaped to
correspond approximately to the regions defined in FACS. In this
48x48 pixels, put in grayscale format and cropped using frontal
paper, we classify MediaPipe features as “handcrafted” because,
face Haar cascade classifier [1] as part of preprocessing. The
despite being neural network-based, they quantify predefined
emotion labels were validated by experts via facial activation
facial areas with human-interpretable metrics. This contrasts
unit rules (e.g., = Activation unit 12 must be present = Lip Happy
with CNN-based embeddings, which capture patterns without
corner puller active).
direct interpretability.
For comparison, we used embeddings from two pretrained
3.2 Feature Computation models: FaceNet [17] and EfficientNet [19] from the HSEmotion
For selection of hand-crafted features we relied on literature library [14]. FaceNet architecture is based on GoogleNet, which
and previous work in ER for each modality. For embeddings on is a variant of deep CNN, and is trained using triplet loss. It
Comparison of Feature- and Embedding-based Approaches Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
was optimized for facial recognition, verification, and clustering. (1) Hand-crafted statistical features relating to MFCCs
EfficientNet comprises several inverted bottleneck convolutional (2) 10-component PCA of wav2vec2 embeddings from a model
residual blocks. It achieved SOTA results on the AffectNet ER trained on LibriSpeech
dataset, while being relatively light-weight. Again, PCA was used (3) 10-component PCA of wav2vec2 embeddings from a model
to reduce the embeddings to 10 dimensions. trained on IEMOCAP
(4) 10-component PCA of wav2vec2 embeddings from a cross-
3.2.3 Computational and Spatial Requirements. In order to have
lingual XLSR model
a clear overview of the trade-off between computational and
(5) Union of hand-crafted and best-performing embeddings
spatial requirements of each feature computation method, and
(from above)
their classification performance discussed in the next section, we
These were compared in experiments as described in Section 3.3,
first report the average times to compute and disk sizes of the
using a set of four ML models. Results of best-performing model
output (per one instance) for each method in Table 1.
for each set in terms of accuracy and F1 are given in Table 2.
Table 1: Average time and disk space needed for feature Fused data was acquired by concatenating the feature sets.
computation using each method.
Table 2: Best performing models for each feature set and
Modality Feature method Avg. Time Avg. Space corresponding accuracy and F1 scores for audio data. Note
MFCC stats that embeddings were represented with 10 components 19 ms < 1 kB
wav2vec2 LibriSpeech 99 ms 194 kB obtained from PCA.
Audio
wav2vec2 XLSR 274 ms 258 kB
wav2vec2 IEMOCAP 101 ms 5 kB Feature set Best model Accuracy F1 score
MediaPipe 10 ms Majority 0.17 0.00 0.05 0.00 < 1 kB N/A ± ±
FaceNet 29 ms 2 kB MFCC stats RF 0.46 0.08 0.43 0.09 ± ±
Video
EfficientNet 5 kB 2 ms ± ±
wav2vec2 LibriSpeech SVM 0.47 0.08 0.45 0.09
When interpreting the results in Table 1, it must also be con- ± ±
wav2vec2 XLSR SVM 0.30 0.05 0.27 0.05
sidered that DL-based methods require additional computational ± ±
wav2vec2 IEMOCAP SVM 0.47 0.08 0.42 0.09
time when doing PCA on top of the raw embeddings. best 0.52±0.09 0.50±0.10 MFCC + wav2vec2 SVM
3.3 4.2 Image Emotion Classification Emotion Classification
To stay consistent with the audio experiments we performed the
Data splitting is a crucial step in evaluation of ML models, as
same LOSO experiments described in Section 3.3. We compared
it must be done in a way to avoid overfitting and provide a ro-
model performances using the following features as inputs:
bust evaluation of generalization capabilities of a model. The
aim of this research was primarily not to evaluate the absolute (1) MediaPipe blendshapes
performance of ER, but rather compare the performance when (2) 10-component PCA of FaceNet embeddings
using hand-crafted vs. embedding features. Therefore it was cru- (3) 10-component PCA of EfficientNet embeddings
cial to consistently ensure that the same data splits and models (4) Union of MP and FaceNet embeddings
were used in each experiment, for each of the compared inputs. (5) Union of MP and EfficientNet embeddings
We decided for the most robust leave-one-subject-out (LOSO)
Accuracy and F1 scores for the best performing models for
evaluation, always using default model hyperparameters. Such
each set of features are again reported in Table 3
experimental setup minimized overfitting and also gave a good
overview of generalization performance of emotion classifiers.
Table 3: Best-performing models for each feature set and
4 corresponding accuracy and F1 scores for visual data. Note Experiments and Results
that embeddings were represented with 10 components
The outputs of the previous step were used as inputs (features) obtained from PCA. to train a traditional ML model for emotion classification. We
evaluated several options: taking the 10 PCA components of em-
Feature set Best model Accuracy F1 score
beddings obtained from each pretrained model as inputs, taking
only hand-crafted features as inputs, and taking union of both N/A Majority 0.25±0.00 0.40±0.00
MediaPipe RF 0.62 0.28 0.51 0.29 ± ±
as input. Each of these cases was evaluated for audio and visual
FaceNet SVM 0.45 0.30 0.36 0.30 ± ±
modality separately, using the LOSO experimental setup. Several
EfficientNet RF 0.93±0.16 0.90±0.20
popular ML models were compared (with default hyperparame-
Mediapipe + FaceNet XGB 0.70 0.28 0.60 0.29 ± ±
ters), including k-nearest Neighbours (kNN), Random Forest (RF),
Mediapipe + EfficientNet XGB 0.93±0.17 0.90±0.21
Support Vector Machines (SVM) with linear kernel, and eXtreme
Gradient Boosting (XGB). We monitored classification accuracy
and macro F1 score as metrics of the model performance. All 4.3 Discussion
results were compared with baseline majority classifier and are From Tables 2 and 3 we can observe that for audio the best
reported as averages across all iterations of LOSO, where majority
performance is achieved when using union of hand-crafted and
was always taken from the train data (all except left-out). embedding features, while for visual ER the performance of only
embeddings or union is nearly identical. The improvement of
4.1 Audio Emotion Classification feature union is thus generally small, as for visual data we get
As mentioned in Section 3 we investigated the following options the same result as using only the best embeddings (1% difference
as feature inputs: in standard deviation), while for audio data the improvement in
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Sebastijan Trojer, Zoja Anžur, Mitja Luštrek, and Gašper Slapničar
both metrics is about 5% compared to individual feature sets. All used data was simulated/acted, so interpretation of these results
results substantially outperform the baseline majority classifiers. must take that into account. Numbers are expected to decrease
For audio data we can see that the best embedding set (wav2vec2 on a more realistic dataset, as emotions in everyday life are quite
LibriSpeech) performs nearly the same as hand-crafted features subtle [18]. It would thus make sense to run similar experiments
(MFCC stats), which is in agreement with some literature [13]. It on more realistic data as well, although such data is more scarce.
is surprising that LibriSpeech embeddings slightly outperform
IEMOCAP ones, since the latter were trained specifically for Acknowledgements emotion recognition, while the former were not. The subpar
This work was supported by bilateral Weave project, funded by
performance of XLSR is expected, since it is a more general cross-
the Slovenian Agency of Research and Innovation (ARIS) under
lingual unsupervised model, while investigated data is spoken in
grant agreement N1-0319 and by the Swiss National Science
English. For visual data on the other hand the best embeddings
Foundation (SNSF) under grant agreement 214991.
(EfficientNet) substantially outperform hand-crafted facial ex-
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Multi-modal Data Collection and Preliminary Statistical
Analysis for Cognitive Load Assessment
Ana Krstevska Sebastjan Kramar Hristijan Gjoreski
Department of Intelligent Systems Department of Intelligent Systems Faculty of Electrical Engineering and
Jožef Stefan Institute Jožef Stefan Institute Information Technologies
Ljubljana, Slovenia Ljubljana, Slovenia Skopje, Macedonia
ana.krstevska2001@gmail.com sebastjan.kramar@ijs.si hristijang@feit.ukim.edu.mk
Martin Gjoreski Junoš Lukan Sebastijan Trojer
Università della Svizzera italiana (USI) Department of Intelligent Systems Department of Intelligent Systems
Lugano, Switzerland Jožef Stefan Institute Jožef Stefan Institute
martin.gjoreski@usi.ch Jožef Stefan International Postgraduate Ljubljana, Slovenia
School st5804@student.uni-lj.si
Ljubljana, Slovenia
junos.lukan@ijs.si
Mitja Luštrek Gašper Slapničar
Department of Intelligent Systems Department of Intelligent Systems
Jožef Stefan Institute Jožef Stefan Institute
Jožef Stefan International Postgraduate School Ljubljana, Slovenia
Ljubljana, Slovenia gasper.slapnicar@ijs.si
mitja.lustrek@ijs.si
Abstract 1 Introduction
To mitigate distractions during complex tasks, ubiquitous Human attention is a critical resource that is increasingly targeted
computing devices should adapt to the user's cognitive load. by mobile applications, online services, and other forms of digital
However, accurately assessing cognitive load remains a significant engagement. In an era of constant connectivity, capturing and
challenge. This study aims to present sophisticated, multi-modal retaining user attention has become a primary objective for many
data collection, which can enable accurate estimation of cognitive technologies. However, as users engage in cognitively demanding
load using wearable and contact-free devices. A total of 25 tasks, distractions can lead to performance degradation and
participants participated in six cognitive load-inducing tasks, each increased stress. Therefore, to minimize interruptions and maintain
presented at two levels of difficulty. Simultaneously, physiological productivity, ubiquitous computing systems must become capable
and behavioral data were collected from a multi-modal sensory of recognizing and adapting to the user’s cognitive load in real time.
setup, including: Empatica E4 wristband, Emteq OCOsense
Cognitive load, defined as the mental effort required to process
glasses, an eye tracker, a thermal camera, a depth camera and an
information and perform tasks, triggers a series of physiological
RGB video camera. Additionally, participants provided subjective
responses in the human body. These responses are largely governed
measures of cognitive load by completing standardized NASA
by the activation of the sympathetic nervous system. When
Task Load Index (NASA TLX) and Instantaneous Self-Assessment
cognitive load increases, measurable changes can be observed in
(ISA) questionnaires following each cognitive task. Preliminary
performance metrics, and the perceived difficulty of tasks, as rate variability, etc. Furthermore, changes are also reflected in reported in the completed questionnaires. facial expressions, posture, and other behavioural patterns. Keywords This study seeks to offer a unique multi-modal dataset with a rich statistical analyses were conducted on participant demographics, movements, electrodermal activity (EDA), respiration rate, heart physiological markers, including blood pressure, brain activity, eye
cognitive load inference, wearable sensors, contact-free set of wearable and unobtrusive sensors to capture the subtle unobtrusive sensors changes that occur with the gradual activation of the sympathetic
Permission to make digital or hard copies of part or all of this work for personal or nervous system. Rather than solely focusing on maximizing data
classroom use is granted without fee provided that copies are not made or distributed accuracy through the use of numerous devices, this approach also
for profit or commercial advantage and that copies bear this notice and the full citation
on the first page. Copyrights for third-party components of this work must be honored. aims to identify the minimum set of sensors required to achieve
For all other uses, contact the owner/author(s). reliable cognitive load assessment. To that end, rich multi-modal
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia data was collected from a myriad of sensors, including wearables
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.scai.6961
35
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Ana Krstevska et al.
(OCOsense glasses and Empatica E4 wristband) and contact-free
unobtrusive sensors such as an advanced eye tracker, a thermal
camera, a depth camera, and an RGB video camera. To the best of
our knowledge, no prior dataset exists containing such rich multi-
modal data obtained with such an elaborate sensory setup.
2 Related Work
The challenge of cognitive load estimation has been extensively
studied across various fields. Significant emphasis has been placed
on reducing cognitive load in dynamic environments, such as
aviation [1]. Recent research has increasingly focused on
transitioning from direct measurements, such as
electroencephalography (EEG), to indirect methods of cognitive
load assessment. For instance, ocular metrics, including pupil
diameter and blink rate, have been shown to accurately estimate
cognitive load [2, 3, 4]. Additionally, facial temperature variations
have been widely correlated with cognitive workload, providing Figure 1: Experimental setup
another non-invasive means of assessment [5, 6]. Novak et al.
demonstrated that biometric indicators, such as galvanic skin Calibration data for the OCOsense glasses was then recorded by
response and skin temperature, can signal increased cognitive load; having participants replicate four facial expressions — smiling,
however, these measures are insufficient to distinguish between frowning, brow raising, and eye squeezing — three times each.
varying levels of cognitive load [7]. Wang et al. demonstrated that Calibration for the eye tracker followed, during which participants
visual cues—including face pose, eye gaze, eye blinking, and yawn tracked a moving dot with their eyes. This calibration aimed to
frequency—can serve as indicators of cognitive load [8]. optimize participant's seating position for accurate eye-tracking.
This research aims to address the complexities of cognitive load The experiment's main phase involved participants completing
estimation by integrating a wide range of psychophysiological cognitive load-inducing tasks that tested three aspects of cognition:
signals, offering a more comprehensive approach to this task. attention, memory, and visual perception. For each cognitive
domain, two widely recognized tasks were presented, each with
cognitive load-inducing tasks. The study was conducted in a quiet, that were not expected to induce cognitive load, such as meditation with open eyes, listening to music to relieve stress and passive temperature-controlled room, with participants tested individually. viewing of aesthetically pleasing images. These tasks provided At the beginning of each session, participants were seated in a baseline data for periods of minimal cognitive load. comfortable chair in front of a 24” monitor and given instructions In summary, each recording session included six cognitive load- about the experiment and their expected role. The Empatica E4 inducing tasks (with two levels of difficulty) and three relaxation wristband was then fitted to the participant's non-dominant hand, The objective of our data collection was to capture participants' the differentiation of cognitive load levels. Following each category of cognitive tasks, participants engaged in relaxation tasks cognitive load under varying levels of difficulty imposed by 3 Experimental Setup two levels of difficulty (easy and difficult). This design allowed for
tasks, totaling 15 tasks. After each task, participants completed the
and the OCOsense glasses for emotion recognition were equipped
NASA Task Load Index (NASA TLX) questionnaire, a validated
in line with product instructions.
instrument for assessing cognitive load across six dimensions:
Data collection was further enriched through the use of
mental demand, physical demand, temporal demand, performance,
D455 (providing depth data at 30 fps), a Logitech BRIO stream 4k to 100. In this study, the unweighted version of the NASA TLX, known as the Raw NASA TLX, was used. Additionally, webcam at 10 fps with HDR and noise-canceling microphones and participants completed a single-item Instantaneous Self- a FLIR Lepton 3 thermal camera delivering a full 160x120 pixel tracker (60 frames per second), an Intel RealSense Depth Camera effort, and frustration [9]. Each question was rated on a scale of 0 unobtrusive sensing technologies, including a Tobii Spark eye
thermal resolution with 8 fps. We used this set of devices to Assessment (ISA) of workload, providing a subjective measure of the cognitive load induced by the task [10]. These questionnaires continuously monitor participants throughout the recording served as subjective assessments of cognitive load and as reference session. The experimental setup can be observed in Figure 1. points for the difficulty of each task [11].
4 Data Collection Protocol The tasks were implemented using PsychoPy, an open-source
software package commonly used in neuroscience and
Prior to the experiment, participants completed a brief sleep experimental psychology research [12]. For attention-related tasks,
questionnaire to gather information about their sleep patterns (e.g., participants completed the N-back and Stroop tests. In the N-back
hours slept the night before and usual sleep duration) and rated their task, participants were presented with a sequence of letters and
levels of fatigue and focus on a scale of 1 to 10. asked to determine whether the current letter matched the one
36
Multi-modal Data Collection and Preliminary Statistical Analysis Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
for Cognitive Load Assessment
presented N trials earlier (with task difficulty increasing as N for the N-back tasks. Notably, the N-back tasks were always
increased) [13]. Participants completed both a 2-back and a 3-back presented first to participants, suggesting that they may have
task. In the Stroop test, participants identified whether the word required additional time to adjust to the testing environment and
matched the color in which it was written, with the easier version fully engage with the task.
involving two colors (red and blue) and the more difficult version Next, an inferential statistical analysis was performed on the
incorporating five colors [14]. relationship between task scores and various variables of the sleep
Memory-related tasks included a memory game and a question- pattern. To investigate the potential influence of tiredness on
answering task based on a previously shown image. In the memory performance, responses from the sleep patterns questionnaire were
game, participants recalled as many words as possible from a set, analyzed. A non-parametric Kruskal-Wallis test was performed to
with the easier version comprising seven words and the more determine whether there was a statistically significant difference in
difficult version consisting of 15 words. In the question-answering overall scores across different levels of tiredness (low, medium,
task, participants focused on an image and then answered questions and high). The resulting p-value (0.91) indicated no significant
about it (e.g., remembering the number of particular objects in the difference in performance between these groups. Thus, tiredness
image), with the hard version using an image with greater detail. levels did not show a statistically significant impact on
The visual perception tasks included a "spot the difference" task performance within a 95 % confidence interval.
and a pursuit test. In the "spot the difference" task, participants were Similarly, the effect of focus level (low vs. high) on overall
presented with two images and were asked to identify as many performance was examined using a non-parametric Mann-Whitney
differences as possible within a one-minute time frame. The test. The p-value was 0.12, indicating no statistically significant
difficulty of this task varied, with the more challenging version difference in performance between low and high focus groups at
involving an image that contained greater detail compared to the the 5 % significance level.
simpler, easier version. The pursuit test required participants to Furthermore, the relationship between hours of sleep the night
visually track irregularly curved, overlapping lines. As with the before the experiment and participant performance was examined
"spot the difference" task, the pursuit test was administered at two using Spearman’s correlation. The p-value was 0.42, indicating no
levels of difficulty. The more difficult version featured a more statistically significant correlation between overall performance
intricate image, with longer and more tangled lines, as opposed to scores and hours of sleep the night before the experiment.
the less complex image used in the easier version of the task. The potential influence of participants' highest education level
on overall performance was also investigated. To assess this, a non-
5 Statistics parametric Kruskal-Wallis test was conducted. The results (p-value
In this section, we present some descriptive demographic and task- of 0.33) indicated no statistically significant difference in
related statistics for the participants involved in the experiment. performance scores across different education levels among the
The average age of participants was 29.28 years, with a standard participants.
deviation of 8.31. In terms of educational background, the majority Overall, the small sample size may have constrained the ability
of participants (44 %) had obtained a Bachelor's degree (BSc), to detect significant effects. The limited variability in the sample's
followed by those with a Master's degree (MSc), 28 %. A smaller educational background and other factors likely contributed to the
portion had completed only high school (16 %) or had earned a PhD lack of observed differences, emphasizing the need for a larger,
(12 %). more diverse sample to better understand the impact of these Additionally, 60 % of the participants were male.
We then looked at the descriptive statistics derived from the variables on cognitive load performance.
performance of the participants in each task. These indicate that
participants performed consistently well on tasks such as the 2-back
task, both easy and difficult versions of the Stroop test, the easy
memory task (where participants recalled an average of 5 out of 7
words), the easy version of the "spot the difference" task (with an
average detection rate of approximately 90 % of all the
differences), and both versions of the pursuit test. Notably,
participants performed slightly better on the difficult version of the
Stroop test, likely due to their increased familiarity with the task.
However, performance was lower on tasks such as the 3-back
test (which most participants perceived as highly or extremely
difficult), the difficult memory task (with an average recall rate of
39 %), and both the easy and difficult question-answering tasks.
The difficult version of the "spot the difference" task also showed
lower performance, with participants detecting only 25 % of the
differences on average. Consistent performance among subjects Figure 2: Reported perceived difficulty per cognitive task (with low standard deviation) was observed across all tasks except
37
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Ana Krstevska et al.
As shown in Figure 2, participants consistently perceived the background, and other demographic factors is desirable to enhance
difficulty of the two N-back tasks and the difficult version of the the generalizability of the findings.
"spot the difference" task as somewhat high or high. This suggests In future work, the collected data will be processed and utilized
a general consensus regarding the difficulty of these tasks. In to train machine learning models aimed at estimating cognitive
contrast, the NASA TLX-based perceived difficulty of remaining load. Ground truth for the machine learning models can be derived
tasks, exhibited significant variability among participants. from various sources, including perceived task difficulty reported
To assess differences in performance across task difficulties and through the standardized questionnaires, the designed difficulty
evaluate the potential for differentiating cognitive load using level of the tasks or the participants' performance on the tasks.
machine learning models, we conducted additional inferential These machine learning models will leverage sophisticated ML
statistical analyses. The Wilcoxon signed-rank test was used to techniques to effectively integrate and analyze multi-modal data,
compare participant performance on the easier and more difficult aiming to enhance the accuracy of cognitive load predictions. We
versions of each cognitive task. also plan to further expand the dataset with another phase of data
Statistically significant differences in performance were found collection, offering a rich dataset both in terms of modalities, as
between the two difficulty levels for all tasks. For the N-back, "spot well as in terms of participants. The collected dataset will serve as
the difference", and pursuit tasks, participants performed a stepping stone towards robust multi-modal cognitive load
significantly better on the easier versions, indicating that increased assessment, allowing for creation and benchmarking of ML models
difficulty negatively impacted performance. Conversely, for the and will be made available to general public after the collection is
Stroop, memory, and question-answering tasks, participants finalized.
performed better on the more difficult versions. Acknowledgements
The statistical analysis conducted in this study provides initial
evidence supporting the validity of the data collection protocol, This work was supported by the Jožef Stefan Institute and
particularly with respect to the selection of tasks and task difficulty Università della Svizzera italiana (funded by SNSF through the
levels. The tasks chosen for this experiment varied significantly in project XAI-PAC (PZ00P2_216405)).
differences in performance between the easier and more difficult [1] Jonathan Mead, Mark Middendorf, Christina Gruenwald, Chelsey Credlebaugh, versions of each task. These results indicate that cognitive load and terms of their cognitive demands, as reflected by the substantial References
and Scott Galster. 2017. Investigating Facial Electromyography as an Indicator of
performance are task-specific, and the significant differences Cognitive Workload. In 19th International Symposium on Aviation Psychology, 377–
observed support the feasibility of using machine learning models 382.
[2] Muneeb Imtiaz Ahmad, Ingo Keller, David A. Robb, and Katrin S. Lohan. 2020.
to differentiate between varying levels of cognitive load. A framework to estimate cognitive load using physiological data. Personal and
Ubiquitous Computing, 27, 2027–2041.
6 Conclusion and Future Work [3] Tobias Appel, Christian Scharinger, Peter Gerjets, and Enkelejda Kasneci. 2018. Cross-subject workload classification using pupil-related measures. In Proceedings of
This study employs a novel approach to data collection for the 2018 ACM Symposium on Eye Tracking Research & Applications, 4, 1–8.
[4] Tobias Appel, Natalia Sevcenko, Franz Wortha, Katerina Tsarava, Korbinian
cognitive load inference by combining psychophysiological data Moeller, Manuel Ninaus, Enkelejda Kasneci, and Peter Gerjets. 2019. Predicting
obtained from multi-modal sensory setup, including wearable and Cognitive Load in an Emergency Simulation Based on Behavioral and Physiological Measures. In Proceedings of the 21st ACM International Conference on Multimodal unobtrusive contact-free sensors. The decision to utilize a diverse Interaction (ICMI) , 154–163.
set of devices was motivated by the hypothesis that integrating data [5] Fangqing Zhengren, George Chernyshov, Dingding Zheng, and Kai Kunze. 2019.
from multiple sources could provide a more accurate assessment of Cognitive load assessment from facial temperature using smart eyewear. In
Proceedings of the 2019 ACM International Joint Conference on Pervasive and
cognitive load, while also aiming to identify the minimal sensor Ubiquitous Computing and Proceedings of the 2019 ACM International Symposium
configuration required to achieve reliable results. This is on Wearable Computers, 657–660. [6] Yomna Abdelrahman, Eduardo Velloso, Tillman Dingler, Albrecht Schmidt, and particularly relevant in dynamic and high-stakes environments, Frank Vetere. 2017. Cognitive Heat: Exploring the Usage of Thermal Imaging to
such as driving, where accurate cognitive load assessment could Unobtrusively Estimate Cognitive Load. Proceedings of the ACM on Interactive,
have life-saving implications. To the best of our knowledge, no Mobile, Wearable and Ubiquitous Technologies, 33, 1–20.
[7] Klemen Novak, Kristina Stojmenova, Grega Jakus, and Jaka Sodnik. 2017.
prior research has incorporated such a comprehensive and Assessment of cognitive load through biometric monitoring. In 7th International
multifaceted setup for cognitive load evaluation. Conference on Information Society and Technology (ICIST).
[8] Zixuan Wang, Jinyun Yan, and Hamid Aghajan. 2012. A framework of personal
The statistical analyses conducted thus far offer promising assistant for computer users by analyzing video stream. In Proceedings of the 4th
validation for the data collection protocol. The selection of tasks Workshop on Eye Gaze in Intelligent Human Machine Interaction, 1–3.
and task difficulty levels proved effective in eliciting a range of [9] Sandra G. Hart, and Lowell E. Staveland. 1988. Development of NASA-TLX (Task
Load Index): Results of Empirical and Theoretical Research. In Advances in
cognitive load levels, as evidenced by the significant performance Psychology, 52, 139-183
differences between task difficulties. [10] Andrew J. Tattersall, and Penelope S. Foord. 2007. An experimental evaluation
of instantaneous self-assessment as a measure of workload. Ergonomics, 39, 740-748.
To further enhance the validity of the data collection protocol, [11] Thomas Kosch, Jakob Karolus, Johannes Zagermann, Harald Reiterer, Albrecht
several changes could be implemented in potential subsequent Schmidt, and Paweł W. Woźniak. 2023. A Survey on Measuring Cognitive Workload in Human-Computer Interaction. ACM Computing Surveys , 55, 1–39. collections. Refining task difficulty levels could offer more [12] Jonathan Peirce, Rebecca Hirst, and Michael MacAskill. 2022. Building
granularity in cognitive load differentiation, ensuring a clearer Experiments in PsychoPy. Sage Publications
distinction between varying levels of cognitive load. Furthermore, [13] Michael J. Kane, and Andrew Conway. 2016. The invention of n-back: An
extremely brief history. The Winnower
increasing the diversity of participants in terms of age, educational [14] John Ridley Stroop. 1992. Studies of interference in serial verbal reactions.
Journal of Experimental Psychology, 121, 15-23
38
Predicting Health-Related Absenteeism with Machine Learning:
A Case Study
Aleksander Piciga Matjaž Kukar
ap7377@student.uni- lj.si matjaz.kukar@f ri.uni- lj.si
Faculty of Computer and Information Science, Faculty of Computer and Information Science,
University of Ljubljana University of Ljubljana
Ljubljana, Slovenia Ljubljana, Slovenia
Abstract 0.10
Health-related absenteeism, or sick leave, is a complex issue with
significant financial and operational implications for businesses. 0.08
We present a machine learning approach to predict employee
0.06
absenteeism in a Slovenian company. The study involved pre-
teeism
processing and augmenting the dataset by incorporating domain
0.04
knowledge, and evaluating various machine learning models. Absen
Gradient Boosted Regression Trees emerged as the most effective 0.02
model, significantly outperforming the baseline model which
merely predicted the previous year’s absenteeism rate. Key at- 0.00
2014 2015 2016 2017 2018 2019 2020 2021 2022
tributes influencing absenteeism were identified, notably includ- Year
ing current absenteeism, performance evaluations, and various
job type and location-related features. Results highlight the po- Figure 1: The increase in absenteeism rate in Slovenia be-
tential of machine learning in proactively managing absenteeism tween 2014 and 2022 [8]. We can observe a steady increase
and offer recommendations for future research, such as modeling throughout the years. absenteeism as a time series and incorporating additional data
sources. We also show that the current data is not detailed and
granular enough to further improve the results. and augmenting the company’s employee data by incorporating
domain knowledge, and evaluating various machine learning
Keywords models. The findings highlight key attributes influencing ab-
absenteeism, data analysis, data augmentation, machine learning senteeism and offer recommendations for future research and
interventions.
1 Introduction The significance of our work extends beyond Company X,
offering a blueprint for organizations tackling absenteeism. By
Absenteeism — temporary absence from work due to health
showcasing machine learning’s efficacy in predicting absenteeism
reasons — is awidespread issue. In Slovenia, it has been on the rise
and revealing its drivers, we contribute to the broader field and
since 2014 (Figure 1), with an average of 56,128 individuals absent
pave the way for data-driven interventions promoting a healthier,
daily in 2022, representing approximately 5.91% of the workforce
more productive workforce. This aligns with the growing trend
[8]. This carries substantial financial burdens: direct costs like sick
of using AI and ML to address complex organizational challenges.
pay and indirect costs from overstaffing, reduced productivity
Insights from such analyses can aid in strategic workforce plan-
and service quality [2]. The complexity of absenteeism, rooted
ning, optimize resource allocation, and ultimately contribute to
in personal and organizational factors, makes it challenging to
a more sustainable and resilient organization.
predict and manage effectively [10].
In section 2 we detail the data and preprocessing, section 3
Recent years have witnessed a growing interest in leverag-
outlines the methodology, section 4 presents the results, and
ing artificial intelligence (AI) and machine learning (ML) to ad-
section 5 discusses the findings and concludes the study.
dress the absenteeism challenge [5]. Various machine learning
techniques, including neural networks, decision trees, random
forests, and gradient boosting, have been employed to predict ab- 2 Materials
senteeism and identify its underlying causes [3, 9]. These studies The data used in our work spanned six years, from 2017 to 2022,
have demonstrated the potential of machine learning in providing and initially comprised 13,798 instances (aggregated employee
valuable insights for proactive absenteeism management. records) with up to 49 attributes each. They include demographic
This paper presents a case study conducted in collaboration details, work-related factors, performance evaluations and the
1
with a Slovenian IT company aiming to improve absenteeism current year’s absenteeism rate for each employee, but no partic-
prediction and management. The study includes preprocessing ulars about sick leave and other personal data.
1
The initial dataset required substantial preprocessing to pre-
The company asked to remain anonymous, so it is referred to as Company X.
pare it for analysis and machine learning [6]. The data cleaning
Permission to make digital or hard copies of all or part of this work for personal
process involved addressing inconsistencies in attribute values,
or classroom use is granted without fee provided that copies are not made or
such as removing extraneous spaces and converting text to low-
distributed for profit or commercial advantage and that copies bear this notice and
the full citation on the first page. Copyrights for third-party components of this ercase for uniformity. A significant challenge in the dataset was
work must be honored. For all other uses, contact the owner /author(s).
the presence of missing values, denoted by ’/’. Their meaning and
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
handling were discussed with a company representative to de-
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.scai.7260 termine their origins and ensure appropriate treatment. In some
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Piciga et al.
cases, missing values were imputed based on the average values discern statistically significant differences across groups defined
of similar instances. For example, missing values in ’Kilometers by categorical attributes.
to work’ were attributed to errors in data entry and were imputed
using the average value for employees living in the same location 3.2 Data augmentation/Feature Engineering and working at the same place. On the other hand, missing values
The original dataset underwent a series of transformations to
in performance evaluations were due to employee’s absence on
enhance its suitability for machine learning. This included data
evaluation days.
cleaning, handling missing values, and the creation of new at-
The target variable — health-related absenteeism rate in the
tributes based on domain knowledge and insights from the EDA.
following year — is a continuous variable ranging from 0 to 1. It
New attributes were engineered based on domain knowledge
signifies the proportion of workdays an employee is absent due
and statistical analysis. These included indicators for elevated
to health reasons compared to the total number of workdays. The
absenteeism, receipt of bonuses or awards, high and low perfor-
distribution of this target variable is heavily skewed to the right,
mance evaluations, and absenteeism rates within the employee’s
with most values clustered near zero, indicating that the majority
team and job type. External factors, such as average absenteeism
of employees have low absenteeism rates. However, there exist
rates in the employee’s residential and work locations, were also
some outliers with extremely high absenteeism rates (Figure 2).
incorporated. The feature engineering process was iterative, in-
volving close collaboration with domain experts to ensure the
0.0125 derived attributes were meaningful and captured relevant aspects 0.2750
Median of employee behavior and organizational dynamics.
95th percentile
yees 10 3 3.3 Machine Learning Models
emplo Several well-known machine learning models were employed
of 2 10 for absenteeism prediction, including Decision Trees, Linear Re-
er
b
gression with L1 regularization, K-Nearest Neighbors (KNN),
Num 1 10 Support Vector Regression (SVR), Gradient Boosted Regression
Trees (GBRT), and Random Forest. Hyperparameter optimization
0.0 was conducted by using Optuna toolkit [1] to optimize model 0.2 0.4 0.6 0.8 1.0
Absenteeism in the following year performance.
Figure 2: Log-distribution of the target variable. Most work- 3.4 Model Evaluation and Selection
ers have very little absence, causing a right-tailed distribu- Model evaluation was performed using Mean Absolute Error
tion with an “outlier” spike on the right. (MAE), Root Mean Squared Error (RMSE), and coefficient of de-
2
termination (R ). The models were trained on past years’ data
The skewed distribution of the target variable has implica- and tested on the subsequent year, with the training set size in-
tions for the statistical analysis and machine learning modeling. creasing each year. The MAE provided an intuitive measure of
Therefore, non-parametric statistical tests, such as the Spear- the average prediction error, while the RMSE penalized larger er-
man’s rank correlation and Kruskal-Wallis test, were employed rors more severely. The R2 quantified the proportion of variance
in EDA and data preprocessing. Additionally, the presence of in the target variable explained by the model. The models were
outliers necessitates careful consideration during model building also compared against a baseline model that simply predicted
and evaluation. the previous year’s absenteeism, to gauge the added value of
The final dataset, comprising 10,347 instances and 42 attributes, the machine learning approach. A baseline model predicting the
serves as the foundation for the subsequent machine learning, previous year’s absenteeism rate was used for comparison.
where various models are trained to predict absenteeism rates.
3.5 Model Interpretation
3 Methods SHAP (SHapley Additive exPlanations) values [4, 7] were cal-
The research methodology encompassed a multi-faceted approach, culated to interpret model predictions and assess attribute im-
integrating exploratory data analysis, feature engineering, and portance. SHAP values provide insights into the contribution of
the application of diverse machine learning models. The ultimate each attribute to the model’s output, aiding in understanding
goal was to establish a robust predictive framework for health- the factors driving absenteeism. SHAP values provide a unified
related absenteeism, while also ensuring model interpretability framework for interpreting any machine learning model, quanti-
to observe actionable insights. fying the contribution of each feature to the model’s prediction
for a given instance. By analyzing the SHAP values, it was possi-
3.1 Exploratory Data Analysis (EDA) ble to identify the most influential attributes and their directional
impact on absenteeism.
The initial phase involved a thorough EDA to understand the
underlying data distribution, identify potential outliers, and un-
cover preliminary relationships between attributes and the target 3.6 Data Splitting
variable (absenteeism in the following year). Given the skewed To ensure robust model evaluation and mitigate the risk of over-
nature of the target variable, visualizations like histograms and fitting, the dataset was split into training and testing sets in a
box plots were complemented by non-parametric statistical tests. prequential manner (year after year). The models were trained
The Spearman’s rank correlation coefficient was employed to as- on the training set and their performance was assessed on the
sess monotonic relationships between continuous attributes and unseen testing set for the subsequent year. This comprehensive
the target variable, while the Kruskal-Wallis test was utilized to methodological framework enabled a systematic exploration of
Predicting Health-Related Absenteeism Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
the factors influencing health-related absenteeism and the devel- the latest year’s data. These results were statistically significantly
opment of a predictive model to proactively manage this critical better than the baseline model, demonstrating the effectiveness of
issue. GBRT in capturing the complex patterns underlying absenteeism.
Figure 4 reveals a general trend of MAE improvement for
4 Results most models in later years, surpassing the baseline model in
The primary objective of our work was to develop machine learn- the final year. This suggests that the models benefit from the
increasing amount of training data available in later years. RMSE
ing models capable of predicting health-related absenteeism in
2
and R charts (not shown) exhibit almost identical properties.
the subsequent year. The models were evaluated using three key
It is clear that ML models profit tremendously from increasing
metrics: Mean Absolute Error (MAE), Root Mean Squared Error
2 amounts of data, as can be expected.
(RMSE), and the coefficient of determination (R ). The baseline
Given the observed performance gains in later years with
model, which simply predicted the previous year’s absenteeism,
larger training sets, we explored the impact of incorporating data
served as a benchmark for comparison (Table 1).
from previous years. Figure 4 showcases the change in MAE for
Table 1: Model performance averaged year-over-year. the final year when models were trained on data from the past
year and the past three years, respectively.
Model RMSE MAE R2
Random Forest 0.107 0.052 0.344
0.050 Random Forest
GBRT 0.108 0.051 0.333 GBRT
Linear Regression
Linear Regression 0.049 Regression Decision Tree 0.108 0.051 0.331
Baseline Model
Regression Decision Tree 0.112 0.051 0.281 0.048
KNN 0.121 0.057 0.173
MAE 0.047
SVR 0.117 0.075 0.215
0.046
Baseline Model 0.121 0.051 0.156
0.045
As we can see, all machine learning models outperform the
Dataset Year Years
baseline model in terms of RMSE and R . This indicates their Three Past 2 Base With
Past
superior ability to explain the variance in the target variable With
Dataset
(absenteeism in the following year). While the MAE remains rel-
atively consistent across models, the improvement in RMSE and
2 Figure 4: Impact of additional attributes from past years
R suggests that the models are particularly effective in handling
larger deviations in absenteeism predictions. on MAE.
To establish the statistical significance of the model improve-
ments, we conducted a paired T-test comparing the predictions The GBRT model exhibited notable improvement with the
of each model against the baseline model. All the selected models inclusion of additional data, achieving an MAE of 0.044, RMSE
demonstrated statistically significant improvements (p < 0.05) of 0.093, and R2 of 0.36. This underscores the value of historical
2
in RMSE and R ; this ensures that their superior performance is data in enhancing the predictive capabilities of machine learning
statistically substantiated and not due to chance. models for absenteeism and suggests that including even more
historical data per employee would be beneficial.
4.1 Performance Trends and Impact of
Additional Data per Employee 4.2 Interpretability and Additional Insights
Analysis of SHAP values yielded the following key attributes
To gain deeper insights into model behavior, we examined their
performance trends over the years. Figure 3 illustrates the evolu- influencing absenteeism:
tion of MAE for each model. Current absenteeism rate •
• Performance evaluations
• With respect to the employee’s job type and location:
Random Forest
0.056 GBRT –
Linear Regression
Absenteeism rate
0.054 Baseline Model – Regression Decision Tree
Proportion of employees with elevated absenteeism
0.052 – Proportion of employees without bonuses
Our findings suggest that absenteeism is influenced by a combina-
MAE 0.050
tion of individual factors (current absenteeism, performance eval-
0.048 uations) and organizational factors ( job type, location, bonuses).
Additionally, a rather simple EDA visualisation of functional
0.046
grouping of employees was quite surprising (Figure 5). Its inter-
2018 2019 2020 2021 pretation can be quite speculative, possibly related to increased
Year
job satisfaction or engagement in certain groups. Another, some-
what surprising finding from EDA is that the COVID-19 pandemic
Figure 3: MAE trend over time with additional training did not significantly influence absenteeism rates in 2020, but it
data from past years. may have in 2021 (Figure 6).
Finally, t-SNE visualization of the full dataset shows that em-
Among the evaluated models, GBRT exhibited the best perfor- ployees cannot easily be separated in clusters with similar ab-
2
mance, achieving an MAE of 0.045, RMSE of 0.10, and R of 0.40 on senteeism (Figure 7). We can identify some distinct subgroups
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Piciga et al.
The findings align with existing literature highlighting the
0.20
multifactorial nature of absenteeism. The strong influence of
0.15 current absenteeism on future absenteeism emphasizes its pre-
dictive power, suggesting that past behavior can be a significant
variable 0.10
indicator of future trends. The negative correlation between per-
arget formance evaluations and absenteeism suggests that employees
T 0.05
with higher evaluations tend to be less absent, potentially due to
0.00 increased job satisfaction or engagement. The impact of denied
ort bonuses on absenteeism points to the potential role of financial
Commercial Tec incentives and recognition in influencing employee attendance. Supp hnology
Work field
The limitations of our work include the relatively short time
span and the potential influence of unmeasured external factors.
Figure 5: Target variable according to functional partition- Future research could address these limitations by: modeling
ing within the company. absenteeism as a time series to capture its dynamic nature, incor-
porating additional data sources such as employee surveys, par-
ticipation in wellness programs, and (within legal limits) health
0.150 and personal circumstances data analyzing absenteeism at a finer
0.125 granularity (e.g., monthly or daily), exploring the inclusion of
0.100 employee health records and workplace environmental factors in
variable predictive models, and conducting longitudinal studies to track
0.075
absenteeism patterns over extended periods.
arget 0.050
T While quantitative improvements of ML model predictions
0.025 are not overwhelming, the gained insights can enable targeted
0.000 interventions to reduce absenteeism and promote a healthier
2017 2018 2019 2020 2021 workforce. By leveraging ML and data-driven insights, organi-
Year zations can proactively manage absenteeism, thus improving
productivity, financial stability, and employee well-being.
Figure 6: Target variable by year. Note the sharp increase
in 2021, possibly attributable to the COVID-19 pandemic. Acknowledgements
The authors sincerely thank to Company X for providing the data,
domain expertise and several fruitful discussions.. The authors
(like the cluster of red dots on the left), however most data points
acknowledge the financial support from the Slovenian Research
are quite intermingled. This suggests that with our current set of
Agency (research core funding No. P2-209).
attributes, we shouldn’t anticipate a significant improvement in
predictive performance.
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Puzzle Generation for Ultimate Tic-Tac-Toe
Maj Zirkelbach Aleksander Sadikov
mz5153@student.uni- lj.si aleksander.sadikov@f ri.uni- lj.si
University of Ljubljana, Faculty of Computer and University of Ljubljana, Faculty of Computer and
Information Science Information Science
Ljubljana, Slovenia Ljubljana, Slovenia
Abstract our application, which is designed to enhance players’ tactical
and strategic thinking.
Ultimate Tic-Tac-Toe is an interesting and popular variant of
In Section 2 we present the related work, and in Section 3 we
Tic-Tac-Toe that lacks available resources for improving game-
detail the technical aspects of the developed application. In Sec-
play skills. In this paper, we present a semi-automatic system for
tion 4 we present the implemented agents and their approximate
generating puzzles as a part of a larger tutorial application aimed
strength. In Section 5 we provide a description of different types
at teaching Ultimate Tic-Tac-Toe. The puzzles are designed to en-
of puzzles and the methodology for their construction. In Section
hance players’ tactical and strategic understanding by presenting
6 we present the evaluation and discuss the results in Section 7.
game scenarios where they must identify correct continuations.
Finally, in Section 8 we present the conclusions and give possible
To ensure the quality of generated puzzles we tested the appli-
extensions and enhancements for future work.
cation with a group of volunteers. The results have shown that
the number of solved puzzles positively impacted users’ ability
to reach higher strength levels but had less of an effect on lower
levels. 2 Related Work
Keywords There are many implementations of the Ultimate Tic-Tac-Toe
available online, mostly appearing as mobile games aimed pri-
Ultimate Tic-Tac-Toe, puzzle generation, minimax algorithm, tu-
marily at entertainment and lacking advanced playing agents
tor application
[12] [9] [10], as well as web and desktop applications developed
to create the strongest possible programs [15] [7] [13]. An exam-
1 Introduction ple of the latter is an agent based on the ideas of the AlphaZero
For centuries, people have enjoyed playing board games like program [14], currently considered one of the strongest players of
chess and Go. Over time, these games have led to the develop- this game [13]. During the development of this agent, significant
ment of extensive theory and the accumulation of knowledge, strategies were discovered, which were also useful in developing
helping players navigate their complexity. Today, advanced arti- our application. Some researchers have attempted to solve the
ficial intelligence (AI) programs such as AlphaZero [14] surpass game theoretically, but the spatial complexity proved too great
even the strongest human players, offering new insights into to allow for a complete solution [5].
strategies. However, many lesser-known games have yet to be It is important to differentiate between the various versions of
thoroughly explored, despite their popularity. One such game is Ultimate Tic-Tac-Toe. One variant allows the game to continue
Ultimate Tic-Tac-Toe, an advanced version of the classic Tic-Tac- playing on already-won local boards, which drastically changes
Toe. This game is played on a 3x3 grid of local Tic-Tac-Toe boards, the game’s dynamics. In this variant, researchers have demon-
creating a global board (Figure 1a). The goal is to win three local strated an optimal strategy for the starting player, who can win
boards in a row, while players must make their moves within in 43 moves [1]. Further research has focused on enabling a more
specific local boards determined by their opponent’s previous balanced game by introducing random opening moves, which
move. For example, if a player moves in the top-left corner of a reduces the predictability of forced wins [4]. Despite these inter-
local board, the next player must play on the top-left local board. esting findings, research on these variants is not so relevant for
If the designated board is full or decided, the player can choose us, as it does not contribute to the understanding of the main
any other available board. Despite its apparent simplicity, the game.
game has enough spatial complexity that it cannot currently be While there is a lack of educational material specific to our
solved using brute-force methods. game, much can be learned from related fields, such as chess,
While there are several online implementations of the game, which has been extensively researched. The paper by Gobet and
most focus on building strong AI agents; however, There is a Jansen [8] describes a scientific approach to learning chess, which
noticeable lack of resources aimed at teaching and helping players includes methods to improve memory, perception, and problem-
understand the deeper strategies of the game, which could make solving skills in players. In this context, it focuses on the acquisi-
the learning curve more manageable for new and aspiring players. tion and organization of knowledge, including both explicit and
Thus, we have created an application that addresses the lack of implicit learning of tactics and strategies. This approach facil-
learning tools available for Ultimate Tic-Tac-Toe. This article itates a deep understanding of games and the development of
places particular emphasis on the puzzle generation aspect of more effective learning methods.
Chess also offers highly sophisticated practical solutions from
Permission to make digital or hard copies of all or part of this work for personal chess.com
which we can learn a great deal. Platforms such as [2]
or classroom use is granted without fee provided that copies are not made or
and [11] offer extensive resources and tools for lichess.org
distributed for profit or commercial advantage and that copies bear this notice and
the full citation on the first page. Copyrights for third-party components of this learning chess, especially in the areas of tactics and openings.
work must be honored. For all other uses, contact the owner /author(s).
These platforms allow players to learn through interactive lessons,
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
solving puzzles, and studying various openings, which contribute
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.scai.7299 to a deeper understanding of the game and improve playing skills.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Zirkelbach et al.
This approach has proven extremely effective in helping players The chess rating system is used to measure the playing strength
master complex strategic and tactical concepts in chess. of chess players. The most commonly used system is the Elo rat-
On the mentioned platforms, the methods for learning tac- ing [6], which predicts the likelihood of one player winning
tics are designed to allow players to solve problems based on against another based on their ratings:
concrete game situations, which improves pattern recognition
1
and decision-making abilities in real games. Similarly, learning 𝐸𝐴 , − =
𝑅 𝑅
𝐵 𝐴
openings involves demonstrating optimal opening moves and +
1 10 400
their continuations, helping players develop effective strategies
where 𝐸 represents the expected score for player A, 𝑅 is the
𝐴 𝐴
at the beginning of the game. rating of player A, and 𝑅 is the rating of player B. 𝐵
We have applied similar methods in our Ultimate Tic-TacToe
application. For example, adapting approaches for learning tactics Table 1: Table of approximate agent strengths. Each agent
can help users improve their recognition and solving of complex played 100 games (50 as X and 50 as O) against the agent
situations in the game while learning openings helps to under- one level lower. The results column shows the number
stand key opening moves and their impact on the further course of points each agent earned with each symbol, as well
of the game. By incorporating these methods into our application, as the total score. A win awarded 1 point, while a draw
we ensured more effective learning processes and improved the awarded 0.5 points. The last line shows the results of the
overall gaming experience. strongest freely available agent against level 9. It had the
same amount of time to think, and they played 30 games.
3 Application Details Result Agent Estimated Rating
In addition to puzzle-solving, the app offers a comprehensive X O Combined
learning experience through various other features. It includes Confused Chimp - 1 - - - 1
AI opponents of different difficulty levels, game analysis, and Goofy Goblin - 2 49 49 98 620
exploration of effective opening strategies, allowing players to Casual Carl - 3 41.5 35.5 77 835
refine their understanding in all phases of the game. The user in- Average Joe - 4 37 25 62 926
terface ensures smooth navigation between these modes, making Hustling Hugo - 5 39.5 34.5 74 1114
the app a versatile tool for both playing and learning Ultimate Witty Walter - 6 43 30 73 1293 Tic-Tac-Toe. By integrating these elements, the app serves as a
Thinking Tiffany - 7 35 24 59 1361
resource for players at all levels, helping them to deepen their
Brainy Bob - 8 42,.5 26.5 69 1506
understanding and improve their skills.
Bossman - 9 36.5 22.5 59 1574
To reach a broader audience, the application was developed
UT T T AI 14.5 12.5 27 1948
for both Android and Windows, the dominant operating systems
in the market [15]. It uses Flutter components to deliver a respon-
sive and user-friendly interface. Local data storage is utilized
for user settings, progress, and puzzle data, ensuring efficient 5 Puzzle Description and Methodology
performance and data management. In this section, we describe different types of puzzles and the
We employed modern technologies and mobile development methodology employed to generate them for our game.
practices, including state management patterns, to create an eas-
ily expandable app for future updates and enhancements. The 5.1 Puzzles entire project is hosted on GitHub, though it is not open-source.
The puzzles in the application are divided into tactical and strate-
Test versions of the app for Android and Windows are avail-
gic, with each type of puzzle covering different aspects of the
able on Google Drive: https://drive.google.com/drive/f olders/1Sn
game and helping players improve specific skills.
O_mN_ZVa2wXd0OGI07kLiYKQTDHuEe?usp=drive_link, while
Tactical puzzles are useful for understanding tactical ideas
the Android production version is accessible on Google Play Store:
and are particularly applicable in the endgame and middlegame
https://play.google.com/store/apps/details?id=com.uttt_tutor.
phases. They focus on specific situations that require precise
and thoughtful moves, helping players develop the ability to
think quickly and effectively. In total, we generated 1,263 tactical
4 AI Agents and Rating System puzzles, distributed across five levels. The number of puzzles for
each level is shown in Table 2.
Playing against intelligent agents allows users to refine their
Unlike tactical puzzles, strategic puzzles aim to understand
skills by competing against various virtual opponents. The appli-
the position and long-term plans. They are instrumental in the
cation includes nine different agents, each varying in difficulty
opening and middlegame, where it is crucial to recognize strategic
and gameplay strategies. These agents are designed using Mini-
ideas and develop plans that provide an advantage as the game
max and Monte Carlo Tree Search [3] algorithms, which provide
continues. There are 50 strategic puzzles available, currently
different levels of complexity and depth in move analysis. The
arranged in one level, with the possibility of expansion in the
agents and their approximate strengths are shown in Table 1.
future.
To better understand the quality of the agents and evaluate
user progress, we need to establish a system for measuring their
strength. Since Ultimate Tic-Tac-Toe is not widely popular, there 5.2 Tactical Puzzle Generation
is no established system for rating player abilities. Therefore, we To generate tactical puzzles, we developed a specialized minimax
decided to use the chess rating system as an approximation for agent that builds a tree of all possible moves leading to victory
our agents. from the solver’s perspective. A key step in this process is the
Puzzle Generation for Ultimate Tic-Tac-Toe Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
Table 2: Number of tactical puzzles on each level. strategic understanding of the position, which our agents, using
relatively simple heuristics, are incapable of. Therefore, we re-
sorted to the most powerful freely available agent [13], which is
Level Puzzle Depth Quantity
based on the ideas of the AlphaZero program.
1 1 273
Thus, we generated the strategic puzzles manually. We searched
2 3 493
for interesting and instructive positions that arose in games be-
3 5 231
tween the aforementioned agent and our stronger programs. We
4 7 176
focused on moments when there was a significant deviation in
5 9 90
the position evaluation between the two agents. When the agent
with better strategic understanding detected an important change,
we saved the given position, studied it more closely, and based
selection of tree branches to retain only relevant and correct so-
on our understanding of the game, formulated a solution. The
lutions. It is essential to preserve all of the winner’s possibilities
most common examples of such situations involved sacrificing
while limiting the loser’s responses to those that make finding a
the edge board to gain control over the central board. A basic
solution as difficult as possible. Therefore, we select the continu-
example of this can be seen in Figure 2.
ation that allows the longest possible game for the loser while
leading to the fewest continuations for the winner.
From the tree, we extract all the correct solutions for the given
position. For a high-quality puzzle, it must not have too many
solutions. The criterion we set is that the number of solutions
must be less than the depth of the puzzle. We also decided to
discard all puzzles that have multiple correct continuations for
the first move. This way, we avoid trivial puzzles that would
be too simple. An example of a level 3 tactical puzzle with its
generated solution tree is shown in Figure 1.
(a) User interface of the most powerful freely available agent. For
the given position, it ran 1000 simulations and assessed the move
F2 as the best with an 82% probability. It evaluates the position
with a value of +16.85, which means it assigns approximately 58.4%
win probability to player X (a value of 0 means a draw, 100 a win,
and -100 a loss).
(a) Level 3 tactical puzzle. (b) Solution tree.
Figure 1: An example of tactical puzzle and its generated
solution tree.
The generation of tactical puzzles for different difficulty levels (b) Minimax agent with a search depth of 12. It marks the move
was automated by conducting matches between agents of equal F2 as the worst, as it does not recognize the long-term advantage.
strength, with the search depth of both agents corresponding
to the depth of the puzzle we wanted to find. We chose this Figure 2: Different interpretations of the same position,
approach to ensure that the resulting positions were interesting based on which we built the strategic puzzle. and balanced, as otherwise, the stronger side would usually have
an overly obvious advantage at the start of the puzzle which
would make it boring to solve.
6 Evaluation and Results
5.3 Strategic Puzzle Generation We conducted a quality analysis of the application with 14 vol-
Automating the creation of strategic puzzles is impossible without unteers. Their task was to use the app for an extended period
a program that could interpret the given position and simultane- to improve their knowledge of the game. We were interested
ously provide a human-understandable explanation. Additionally, in determining whether using the app had a positive impact on
generating strategic puzzles requires an agent with an advanced the development of their Ultimate Tic-Tac-Toe playing skills and
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Zirkelbach et al.
whether progress was dependent on motivation or the time spent understanding, making progress slower and more challenging.
learning. This reflects the diminishing returns on improvement as you
To assess individual progress, participants played against the climb the rating ladder.
agent at the start of testing to determine their initial skill level. It must also be mentioned that users were free to use any
The application then tracked the highest level each user defeated, tools within the app during testing and solving more puzzles did
providing an estimate of their improvement over time. This not correlate with longer app usage. For a clearer assessment of
progress, in relation to the number of puzzles solved, is illus- puzzle significance, a controlled test focusing solely on puzzle-
trated in Figure 3. For a more concrete interpretation of obtained solving would be more appropriate.
level strengths, refer to Section 4.
8 Conclusion
500 In this work, we presented methods for generating puzzles for
the game of Ultimate Tic-Tac-Toe. To evaluate the quality of
400 these puzzles, we tracked how the number of solved puzzles im-
pacted individual user progress. Our results indicate a correlation
300 between the number of puzzles solved and the ability to reach
stronger AI levels.
However, the evaluation could be refined by focusing exclu-
sively on the puzzle-solving component, isolating it from other
60
functionalities of the application. Additionally, the automation
of tactical puzzle generation could be expanded to cover the mid-
50
dlegame phase, rather than being limited to endgame scenarios.
Another area of improvement is providing clearer assessments of
40 puzzle difficulty. This could be achieved by implementing a rating
Puzzles
d system that ranks puzzles based on completion rates, offering a
e
more accurate measure of challenge for each puzzle.
30
Solv
of Acknowledgements
er
20
The author would like to thank the family and friends who par-
ticipated in testing the application.
Numb
10
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Ethical Consideration and Sociological Challenges in the Integration of Artificial
Intelligence in Mental Health Services
Saša Poljak Lukek
sasa.poljaklukek@teof.uni-lj.si
University of Ljubljana, Faculty of Theology
Ljubljana, Slovenia
Abstract 1 treatment options. Chatbots provide therapy via
This article explores the transformative potential natural language processing [5], while digital
of artificial intelligence (AI) in the field of mental platforms support online mostly cognitive
health, with a particular focus on ethical behavioral therapeutic interventions [6]. Avatar
considerations and social challenges. As AI therapy uses AI to help patients manage
tools become increasingly sophisticated, their conditions like dementia, autism spectrum
ability to support mental health interventions disorder, and schizophrenia [7].
presents both opportunities and challenges. We
discuss the importance of a human-centered 1.2 The Prospect of artificial
approach to AI development and the need for intelligence in mental health services
comprehensive ethical guidelines to ensure The future orientation underlines the importance
patient safety and well-being. In addition, this of digital health in overcoming challenges such
paper explores key social trends such as the as limited access to services, especially in
evolving dynamics of modern families, aging underserved regions, and outlines measures to
population, migration and considers how AI can ensure equitable access to digital health
be integrated into these contexts to improve solutions across the European region [8]. The
mental health care. use of AI in mental health services raises
questions about the role of non-human
Keywords: interventions, transparency in the use of
Artificial Intelligence, Mental Health, Human- algorithms and the long-term impact on the
Centered Approach, Ethics, Modern Family understanding of illness and the human
Dynamics, Aging Populations, Migration condition [9]. There are also concerns about
potential bias, gaps in ethical and legal
1 frameworks, and the possibility of misuse Introduction
health care has shown some positive effects on Accessibility and personalization of services. AI offers new mechanisms to reach those who the treatment of mental health problems [1], might not otherwise be served. AI-supported including early detection [2,3], providing tools can improve the early detection and feedback and personalized treatment plans [4], diagnosis of mental disorders [12]. AI chatbots and developing of novel diagnose tools [2]. have shown promise in increasing referrals to AI in mental health services is implemented health services However, there are at least two potentially positive effects of the use of AI in healthcare: Research on the application of AI in mental 1.1 [10,11]. Artificial intelligence in mental
through models like chatbots, digital platforms, mental health services, especially for minority groups who are blocked from accessing and avatar therapy, enhancing accessibility and traditional care [13]. These technologies can
1 provide initial assessments, psychoeducation
This Publication is a Part of the Research Program The Intersection and even treatment, expanding access to mental
Insights, financed by the University of Ljubljana. health support [12]. AI-driven virtual assistants of Virtue, Experience, and Digital Culture: Ethical and Theological
and wearable devices enable continuous
monitoring and personalized care, which could 2.2 Aging Populations
improve patient outcomes [11,14]. AI offers promising solutions for supporting an
The integration of artificial intelligence into aging population, particularly in addressing
mental health services represents a promising cognitive decline and mental health challenges.
avenue for the development of personalized AI applications can monitor vital signs, health
treatment plans through the sophisticated indicators, and cognition, as well as provide
analysis of large datasets, enabling the support for daily activities [20]. With an
identification of optimal therapeutic strategies increasing number of elderly individuals, AI can
tailored to specific client profiles [15,16]. This support mental health care by providing
data-driven methodology enables the dynamic companionship through intelligent animal-like
adaptation of therapy to the evolving needs of robots (e.g., Paro, Harp seal) and assisting in
the client. monitoring and managing conditions like
dementia [21,22]. AI can also help in tracking
2 Overcoming Sociological cognitive health and providing timely
Challenges through the Integration of interventions to maintain mental well-being in
Artificial Intelligence in Mental Health older adults. These technologies have the
Services potential to enhance independent living and
quality of life for older adults and their families.
2.1 Modern Family Dynamics
Modern family trends show that family 2.3 Migration
structures and attitudes have changed Migrants often face mental health challenges due to displacement, cultural adjustment and significantly in recent decades [17]. There is a language barriers. AI can help migrants access growing acceptance of different family forms, mental health services by providing culturally including unmarried cohabitation, same-sex and linguistically relevant resources and relationships and joint custody arrangements support. Chatbots and AI-driven platforms can [18]. These changes reflect an expansion of bridge gaps in care by providing immediate help developmental idealism and increasing support and continuity of care across different regions for individual freedom in family choice [17]. [23]. On the other hand, there is a growing need for Recent research highlights the increasing role of mental health services for families [19]. As the digitalization and artificial intelligence (AI) in most vulnerable members of the family - the migration and mobility systems, especially in the children - are usually also at risk, quick and context of the COVID-19 pandemic [24]. While effective action in family mental health is of these technologies offer opportunities for great importance. Many families are struggling improving human rights and supporting with various psychological problems. Together international development, they also bring with the changing family structure, this means a challenges that require careful consideration of great burden for every family member. In design, development and implementation addition, access to psychologists, psychiatrics aspects. The integration of AI into migration and therapists is limited, leading to an acute processes requires a focus on human rights at shortage of mental health professionals all stages that goes beyond technical feasibility worldwide. and companies' claims of inclusivity [24]. The accessibility of services is probably the
strongest argument for the integration of AI in
healthcare [12]. AI-powered conversational 3 Ethical Consideration in the
agents can improve the accessibility of mental Integration of Artificial Intelligence in
health services by being available online at all Mental Health Services
times and in underserved areas, being scalable, One of the main caveats to the use of AI in
reliable, fatigue-free, and providing consistent mental health is the introduction of new ethical
support, being culturally sensitive to adapt, and standards to ensure user safety. The approach to
helping with education and symptom integrating AI into services should therefore be
management. human-centered [25]. Any innovation should
therefore focus on people in their most
vulnerable position. It is important to assess all bias, especially among marginalized groups, the
risks with sufficient accuracy and avoid misuse risks associated with data privacy and security,
of AI as much as possible. The most important and the challenges posed by the lack of
areas for ethical consideration when integrating transparency of AI models.
AI into mental health services should be privacy,
bias, transparency, security. 4 Conclusion
Data privacy and security are critical in digital We propose to define AI as a new ethical entity
healthcare and require robust measures to in the field of mental health [30]. AI represents a
protect sensitive information and prevent novel artifact that changes interactions,
unauthorized access. Protecting privacy rights concepts, epistemic fields and normative
and ensuring informed consent are critical to requirements. This change requires a
maintaining trust and ethical standards in the redefinition of the role of AI, which lies on a
use of personal health data [11]. Combining spectrum between a tool and an agent. This shift
multiple data streams increases the risk of underscores the need for new ethical standards
unauthorized use, which exacerbates privacy and guidelines that recognize the unique status
issues. Ensuring informed consent and of AI as a distinct and influential actor in the field
maintaining transparency, especially in of mental health.
emergency operations, are critical to addressing The integration of AI into services can, on the
these ethical concerns and protecting the rights one hand, provide more efficient and faster
of participants [26]. solutions to some of the sociological challenges
The use of AI in mental health treatment raises of today's society, but on the other hand,
ethical concerns about bias, particularly among requires a precise and correct definition of the
marginalized populations who are already limits within which these models can be used.
discriminated against and lack access to mental These efforts aim to bridge the gap between
health care. It is uncertain whether AI-assisted technology and human-centered care and
psychotherapy can effectively address cultural ensure that AI complements, rather than
differences and close treatment gaps in diverse replaces, the therapeutic benefits of human
populations [27]. In addition, populations that interaction.
are traditionally marginalized in fields such as
psychology and psychiatry are most vulnerable
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Optimization Problem Inspector: A Tool for Analysis of
Industrial Optimization Problems and Their Solutions
Tea Tušar
Jordan N. Cork
Andrejaana Andova
Bogdan Filipič
Jožef Stefan Institute and Jožef Stefan International Postgraduate School
Ljubljana, Slovenia
{tea.tusar, jordan.cork, andrejaana.andova, bogdan.f ilipic}@ijs.si
Abstract OPI is a web application, implemented by a Python library called
This paper presents the Optimization Problem Inspector (OPI) optimization-problem-inspector included in the PyPi Python
1
package index . It is highly interactive and requires no program-
tool for assisting researchers and practitioners in analyzing indus-
ming knowledge to be used.
trial optimization problems and their solutions. OPI is a highly
Freely available contemporary software tools for multiobjective
interactive web application requiring no programming knowl-
optimization, such as DESDEO [12], jMetal [7] (and jMetalPy [2]),
edge to be used. It helps the users to better understand their
the MOEA Framework [8], ParadisEO-MOEO [10], platEMO [17],
problem by: 1) comparing the landscape features of the analyzed
pygmo [3], pymoo [4], and Scilab [15], provide the implementa-
problem with those of some well-understood reference problems,
tion of various optimization algorithms and test problems. While
and 2) visualizing the values of solution variables, objectives, con-
the majority of them include some visualization of solutions,
straints and any other user-specified solution parameters. The
the plots are mostly focused on showing algorithm results for
features of OPI are presented using a bi-objective pressure vessel
the purpose of comparing algorithm performance and not to
design problem as an example.
increase problem understanding. In addition, none of these tools
Keywords compute additional problem features as OPI does. Therefore, OPI
brings a unique perspective to optimization problem analysis and
optimization, black-box problems, sampling, problem characteri-
understanding.
zation, visualization
Next, Section 2 presents the real-world problem that will be
used to showcase the features of OPI in Section 3. The paper
1 Introduction
concludes with some remarks in Section 4.
Industrial optimization problems often require simulations to
evaluate solutions. For example, in electrical motor design [18, 2 Real-World Use Case
19], assessing the efficiency and electromagnetic performance of a
Our chosen real-world problem is a version of the well-known
proposed design is done by running a simulator that analyzes the
pressure vessel design problem, first proposed more than 30
motor magnetic field and flux distribution. Such evaluations are
years ago [16]. In this work, we adapt the formulation from [5]
black boxes to the user and the optimization algorithm alike, i.e.,
to handle the pressure vessel volume as a constraint, as well as
the underlying functions cannot be explicitly expressed, which
an objective. We also remove one unnecessary constraint and
makes the problem hard to understand and solve.
use the original boundary constraints for the first two variables.
The established way to gain a better understanding of indus-
A pressure vessel is a tank, designed to store compressed
trial problems is through the analysis of their solutions. Depend-
gasses or liquids. It consists of a cylindrical middle part capped
ing on the problem at hand, this can be a challenging task, as
at both ends by hemispherical heads. The pressure vessel has
industrial problems often have a large number of variables, mul-
four design variables (see Figure 1): the shell thickness, 𝑥 1 𝑇s, =
tiple objectives and constraints [20].
the head thickness, 𝑥 2 𝑇 , the inner radius, 𝑥 𝑅 h = 3 =, and the
The Optimization Problem Inspector (OPI) presented in this
length of the cylindrical section of the vessel, 𝑥 4 𝐿. The two =
paper is a tool conceived to ease this task for both problem experts
thickness variables are integer multiples of 0.0625 inches, which
and optimization algorithm developers. OPI provides two ways
correspond to the available thicknesses of rolled steel plates,
to further the understanding of an optimization problem:
while the length and the radius are continuous. The problem
(1) It computes a set of landscape features of the analyzed
has three constraints, two on the search variables and one on
problem and compares them to those of well-understood
1
reference problems. https://pypi.org/project/optimization- problem- inspector/
(2) It provides visualizations of solutions through the values
of their variables, objectives, constraints and any other
𝑥 𝐿 =
user-specified solution parameters. 𝑥2 = 4 =
𝑇 𝑥 𝑇
h 1 s
Permission to make digital or hard copies of all or part of this work for personal 𝑥 = 3 𝑅
or classroom use is granted without fee provided that copies are not made or
distributed for profit or commercial advantage and that copies bear this notice and
the full citation on the first page. Copyrights for third-party components of this
work must be honored. For all other uses, contact the owner /author(s).
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.scai.8265 Figure 1: Pressure vessel design variables.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Tea Tušar, Jordan N. Cork, Andrejaana Andova, and Bogdan Filipič
the volume. Its two objectives are to minimize the total costs, If needed, the sample can be generated by the tool itself, based
including the costs of the material, forming and welding, and to on the variable information provided in the problem specification
maximize the volume. The problem is formally defined as follows: step. However, this is not a required step in using OPI. A user
that already has a set of (evaluated) solutions to work with can
min 𝑓1 0.6224𝑧1𝑥3𝑥4 1.7781𝑧2𝑥 3.1661𝑧 𝑥4 x ) = + +
( 2 2
3 1 skip it and input the data directly (see Section 3.3).
+ 2 19.84𝑧 𝑥 Sample generation requires one to choose the number of de- 3
1
sired samples, set to a default of 100, and the sample generation
4
max 𝑓2 ( 2 3 x ) = 𝜋 𝑥 𝑥 4 3 +
𝜋 𝑥 method. Three sample generation methods are supported: ran- 3
3
dom, Sobol and Latin Hypercube, with random sampling being
subject to 𝑔1 ( x) = 0.0193𝑥3 − 𝑧1 ≤ 0 the default. The user may alter the settings of these sampling
𝑔2 0.00954𝑥3 𝑧2 0 methods, such as the random generator seed. Selecting the but-( x ) = − ≤
𝑔3 𝑓2 1 296 000 x ) = ( x ) ≥
( ton to generate and download the sample will download it in a
csv-formatted file.
𝑥 1 18, . . . , 32 ∈ {}
In the pressure vessel use case, OPI warns the user that not
𝑥 2 10, . . . , 32 all sample generation methods are appropriate. In fact, the Sobol ∈ { }
𝑥 3, 𝑥4 10 ∈ [, 200] sampler and the Latin Hypercube Sampler are not compatible
with non-continuous parameters. If used nevertheless, they may
where 𝑧1 = 0.0625𝑥1 produce unexpected results.
𝑧2 0.0625𝑥2 =
3.3 Data
3 Optimization Problem Inspector Features In OPI, the data is essentially a set of evaluated solutions, where
OPI is a web application, organized into five functional sections each solution must contain a value for all objectives, constraints
and a help section, providing guidance to the user. OPI expects the and other parameters included in the problem specification. The
user to provide the problem specification and its data—evaluated
evaluation is conducted externally to the tool.
problem solutions. Then, it generates and visualizes comparisons The data needs to be uploaded in a file in csv format. If any to artificial reference problems and visualizes the provided data.
parameters from the problem specification are missing from the
Next, we will describe the main features of OPI through its data, the tool will display a warning message. Any data parame-
five content sections: problem specification, sample generation, ters that are not included in the problem specification, are ignored
data, comparison to reference problems, and data visualization. without raising any warnings. When correctly input, the user
will be able to view the data they have input, inspecting it in
3.1 Problem Specification tabular format.
Inputting the data completes the setup stage of the process.
In the first OPI section, the user can provide the specification
The user may then begin generating visualisations to assist them
of the industrial problem to be studied. The tool needs this in-
in understanding their problem.
formation to properly generate the samples, described in the
Section 3.2, and setup the visualisations.
The problem specification must be given in the file for-yaml 3.4 Comparison to Reference Problems
mat and needs to contain some basic information about problem
The first visualization mechanism provided by OPI visually com-
parameters (variables, objectives, constraints) to be included in
pares the problem to a set of artificial reference problems with
the analysis. OPI can handle one or more objectives and zero or
known properties. This is conducted by displaying the landscape
more constraints. In addition to variables, objectives and con-
features of the user-defined problem alongside the same features
straints, the user can specify any number of other parameters
of each of the reference problems in a parallel coordinates plot.
that they want analyzed and visualized, for example, the name
The plot is interactive—the user can highlight some of the prob-
of the algorithm that found a solution or the time required to
lems by brushing along one of the parallel axes. In addition, the
evaluate a solution.
feature values can be viewed in a table and downloaded to a file
For each of the parameters, the user needs to specify its name csv
in format.
and its grouping (whether it is a variable, objective, constraint or
The reference problems can be set by the user, however, con-
something else). For variables, their type (continuous, integer or
fined within the collection labelled here as GBBOB, i.e., gener-
categorical) and the upper and lower bounds (for non-categorical
alised BBOB, where BBOB stands for the well-known suite of 24
types) are also required. An example file, specifying a con-yaml
Black-Box Optimization Benchmarking problems with diverse
strained multiobjective problem with several variables, is already
properties [9]. OPI provides a generator of GBBOB problems that
provided within the tool to guide the user.
match the analyzed problem in terms of the number of variables
For the pressure vessel design problem, we can input four
and objectives and the presence or absence of constraints. For
variables (first two are integer and last two are continuous), two
objectives and (optionally) the constraint, any single-objective
objectives and three constraints. Alternatively, we can decide to
BBOB problem instance can be used. The user can specify the de-
skip the individual constraints and only use the total constraint yaml
sired GBBOB problems in the format. OPI already contains
violation instead.
five GBBOB problems to start.
A problem can be characterized by a large number of features,
3.2 Sample Generation most hard to interpret by a human. In OPI, we included the fol-
In OPI, a sample is a set of x-values, corresponding to the variables lowing problem landscape features that are understandable to an
set in the problem specification section. In other words, a sample expert user [1, 11, 13, 14]: , , , , CorrObj MinCV FR constr_obj_corr
is a set of non-evaluated solutions. , , and a set of neighborhood features. H_MAX UPO_N PO_N CorrObj
Optimization Problem Inspector Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
Figure 2: The initial part of the parallel coordinate plot visualizing feature values for the analyzed problem and the chosen
set of artificial test problems.
is a feature that shows the correlation between the objectives. well as the color map, can also be specified by the user. Both vi-
MinCV represents the minimum constraint violation among all so- sualizations support interaction and can be downloaded in html
lutions in the population. represents the proportion of feasible or format. FR png
solutions in the population. presents the max-constr_obj_corr
imum correlation between the constraints and all the problem 3.5.1 Scatter Plot Matrix. 2
The scatter plot matrix consists of 𝑛
objectives. is the maximum information content among
H_MAX plots for 𝑛 chosen problem parameters as it contains 2-D scatter
all objectives. is the proportion of unconstrained non-
UPO_N plots for all possible parameter pairs. In OPI, the user can apply
dominated solutions, while is the proportion of the con-
PO_N brushing and linking to select the desired solutions in one or
more of the scatter plots. These are then highlighted in all scatter
strained non-dominated solutions. The neighbourhood features
plots in the matrix.
denoted by are a collection of features neighbourhood_feats
Figure 3 shows such a scatter plot for our pressure vessel
explaining the neighborhood of solutions, e.g., how many neigh-
problem. This visualization includes data from two sources. The
bors of a solution dominate the solution, how many neighbors
first comes from a random sampling of the search space (shown
are dominated by the solution, how many are incomparable to
in light blue) and the second from running the NSGA-II algo-
the solution, how close the neighboring solutions are, etc. OPI
rithm [6] on this problem for 2 10 function evaluations to
· 6
offers a total of 16 features, but the user can choose which to
achieve a good approximation of the Pareto front (shown in
compute and visualize.
black). The two sources are set apart by a custom parameter that
Figure 2 shows the initial part of the parallel coordinates plot
is then used for coloring the solutions. Some solutions from Fig-
(as the entire plot would not fit the paper) for the pressure vessel
problem. In the comparison, we use the default five GBBOB ure 3 are highlighted – see the rectangle in the 𝑥 3 (, 𝑥1) scatter
plot (third from the left in the top row).
reference problems as well as a custom created one. We notice
These plots clearly show the linear relationship of the near-
that the pressure vessel problem is most similar to the custom
optimal solutions between 𝑥 1 and 𝑥2 as well as 𝑥1 and 𝑥3. When
GBBOB problem with the first objective equal to the step ellipsoid
only 𝑓1 and 𝑓2 are chosen, it is distinctively visible that the Pareto
function 𝑓7, the second to the multimodal peaks function 𝑓22, and
set approximation is piece-wise linear and disconnected.
the linear constraint 𝑓5. This similarity might be due to our mixed-
integer problem containing plateaus in the continuous landscape 3.5.2 Parallel Coordinates Plot. The parallel coordinates plot
space in which the features are computed, which is similar to the
shows all chosen parameters as parallel coordinates and solu-
step ellipsoid function, and having linear constraints.
tions as lines in the plot. Similarly as with the scatter plot matrix,
interaction via brushing and linking is supported to select solu-
3.5 Data Visualization tions that fit the desired values.
In the data visualization section of the web application, the sup-
plied data can be visualized using either a scatter plot matrix or 4 Conclusions
a parallel plot. In both cases, the user can choose which prob- This work presented the features of Optimization Problem Inspec-
lem parameters to visualize among all those listed in problem tor – a web application to support problem experts and algorithm
specification. Additionally, a simple data filtering that limits any designers in gaining a better understanding of industrial optimiza-
variable between the desired minimum and maximum values is tion problems. The tool provides comparisons to well-understood
also supported and can be manipulated via the OPI interface in reference problems and interactive and highly-customizable vi-
yaml format. The parameter used for coloring the solutions, as sualizations, which can be exported in html and png formats.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Tea Tušar, Jordan N. Cork, Andrejaana Andova, and Bogdan Filipič
Figure 3: Random (light blue) and near-optimal (black) solutions of the pressure vessel design problem visualized in OPI
with a scatter plot matrix containing variables 𝑥1 to 𝑥4 and objectives 𝑓1 and 𝑓2.
Samples can be exported and solutions imported using the stan- [7] Juan José Durillo and Antonio J. Nebro. 2011. jMetal: A Java framework
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Multi-Agent System for Autonomous Table Football: A Winning
Strategy
∗ ∗
Marcel Založnik Kristjan Šoln
Jožef Stefan Institute Faculty of Electrical Engineering, University of Ljubljana
Ljubljana, Slovenia Ljubljana, Slovenia
marcel.zaloznik@gmail.com ks4835@student.uni- lj.si
Abstract
This paper presents a multi-agent system (MAS) for autonomous
table football, developed for the FuzbAI competition at the Uni-
versity of Ljubljana. Our system consists of four independent
agents, each dynamically assigned specific roles—Goalkeeper,
Defender, Midfielder, and Attacker—based on real-time game
analysis. This role-based architecture enabled seamless coordi-
nation between offensive and defensive strategies, allowing our
team to secure first place. We describe the simulation framework
used, the processing of sensor data, and the control strategies
that allowed the agents to execute precise actions in a dynamic
environment. The results highlight the effectiveness of adaptive,
role-based decision-making, demonstrating the potential of MAS
in real-time, competitive settings.
Keywords
multi-agent system, autonomous table football, role-based strat- Figure 1: Table setup for the FuzbAI autonomous football
competition.
egy, real-time decision making, AI in robotics
1 Introduction selecting roles that dictated their actions during gameplay. This
The FuzbAI competition, held as part of the “Dnevi Avtomatike”
strategic approach enabled our team to outperform competitors
event at the Faculty of Electrical Engineering, University of Ljubl-
and ultimately secure first place in the competition.
jana, is a premier contest for students specializing in automation
This paper delves into the development and implementation
and artificial intelligence [11]. This event challenges participants
of our multi-agent system. We will explore the architectural
to develop intelligent autonomous agents capable of playing table choices, the role-based decision-making strategies employed by
football without human intervention. The competition not only
each agent, and the overall system’s performance in the context
serves as a platform for demonstrating technical skills but also of the FuzbAI competition. fosters innovation in the application of AI and machine learning
techniques in real-time environments. Figure 1 illustrates the 2 Competition Setup and System Description table setup used in the competition.
The FuzbAI competition required all participants to develop pro-
The FuzbAI competition is structured in a way that teams
grams capable of playing table football autonomously. To facil-
must design and implement a fully autonomous system capable
itate this, the competition provided a standardized simulation
of effectively competing against other AI-driven systems. Each
environment and a set of initial tools that every team used as
match is a test of the participants’ ability to integrate advanced
the foundation for their development. This section describes the
algorithms and robotics, simulating the dynamics of a real foot-
simulation framework, the types of data available from the sys-
ball game on a miniature scale. The competitive format includes
tem, and the means by which agents could interact with both the
both qualification rounds and knockout stages, ensuring that
simulated and real game environments.
only the most capable and innovative solutions advance to the
final stages. 2.1 Simulation Framework
Our entry into the FuzbAI competition focused on the develop-
Participants were provided with a Python-based simulation frame-
ment of a multi-agent system (MAS), where each of our four rods
work designed to emulate a real table football match, as shown in
functioned as an independent agent. These agents were designed
figure 2. This simulator accurately replicated the physics of the
to collaborate through a streamlined decision-making process,
game, including the movement of the ball and rods, and managed
∗Both authors contributed equally to this research. the interactions between the environment and the agents control-
ling the rods. The framework included fundamental functionali-
Permission to make digital or hard copies of all or part of this work for personal
ties such as ball tracking, rod positioning, and interaction rules,
or classroom use is granted without fee provided that copies are not made or
allowing all teams to concentrate on AI development without
distributed for profit or commercial advantage and that copies bear this notice and
the full citation on the first page. Copyrights for third-party components of this needing to construct the simulation infrastructure themselves.
work must be honored. For all other uses, contact the owner /author(s).
One of the key features of the competition setup was that the
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
interaction protocols for the simulator and the physical table
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.scai.8341 were identical. The same signals and commands used to control
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Založnik and Šoln
3 Related Work
Research on multi-agent systems (MAS) and their application
in robotic football has been extensively explored. This section
reviews some contributions that have informed the development
of autonomous systems for table football and real football.
Moos et al. (2024) [5] developed an automated football table
as a research platform for reinforcement learning, highlighting
the challenges of transferring learned behaviors from simulation
to real-world environments and the need for robust algorithms
to handle uncertainties. While reinforcement learning is a com-
mon approach in such studies, we did not achieve satisfactory
results with it. Therefore, we decided to use multi-agent systems
instead. Klančar et al. (2002) [4] investigated cooperative con-
trol in robot football (real football) using multi-agent systems,
Figure 2: Simulator interface. focusing on behavior-based control and dynamic role assignment
among robots to optimize performance. Their approach empha-
sized effective communication for coordination in multi-agent
settings. This work particularly inspired our approach to multi-
the actuators in the simulator were also used for the real table
agent systems, where we focused on behavior-based control and
without any modification. This feature ensured that teams could
dynamic role assignment. Ribeiro et al. (2024) [6] proposed a
seamlessly transition their algorithms from the simulated envi-
probability-based strategy (PBS) for robotic football (real foot-
ronment to the physical table setup, which was used in the final
ball), utilizing real-time data for centralized decision-making
rounds of the competition. As a result, the simulation provided
without relying heavily on pre-defined plays. Their approach
a consistent testing ground that mirrored the actual physical
demonstrated flexibility across different environments. Smit et
setup, enabling teams to develop and refine their strategies under
al. (2023) [8] explored scaling multi-agent reinforcement learn-
uniform conditions.
ing (MARL) to a full 11v11 simulated football environment (real
football), focusing on computational efficiency and the use of
2.2 Sensor Data attention mechanisms to enhance scalability in large-scale multi-Both the simulation environment and the real table provided
agent settings. Song et al. (2024) [9] conducted an empirical study
each team with data from two cameras, one placed on each side on the Google Research Football platform (real football), intro-
of the table. Each camera captured different views of the game,
ducing a population-based MARL training pipeline to quickly
and teams had to decide how to combine the information from develop competitive AI players, highlighting the importance of
both cameras. The data provided by each camera included: scalable training frameworks. Scott et al. (2022) [7] examined
• end-to-end learning in RoboCup simulations (real football), op- Ball position: The coordinates of the ball on the 2D plane
timizing both low-level skills and high-level strategies through
of the table.
• competitive self-play, providing a comprehensive approach to Ball speed: Velocity of the ball.
• multi-agent training in competitive environments.
Ball size: Area of the ball in the captured image (in pixels).
• Rod positions: Calibrated position of all rods (in the inter-
val 0, 1 ). [ ] 4 MAS Approach to Autonomous Table
• Rod angles: Calibrated angle of all rods (in the interval Football Control
[−32, +32]). In this section, we describe the the methodology of our approach.
This camera data was streamed continuously, requiring teams We describe agent architecture, different agent roles and outline
to process and merge the inputs from both cameras to accurately the actions they can take. Then, we discuss the conditions and
interpret the game’s state. The accuracy and frequency of the priorities for role assignment during the game and evaluate the
behavior of the system as a whole.
data were sufficient to enable real-time decision-making by the
autonomous agents, whether interacting with the simulator or
the physical table. 4.1 Agent Architecture
There exist several agent architectures, commonly used in MAS.
2.3 Actuator Outputs Approaches, such as [4, 10, 12, 13], use role-based approach for
interaction between agents and with the environment. In role-
To interact with the environment, each agent could send com-
based approach, based on the concepts from role theory [1], the
mands to the actuators that controlled the rods. The system
agents are assigned roles which affect their behavior. While the
allowed for two primary types of commands:
overall long-term goal of the system is typically predefined and
• Translatory movement: Moving the rod left or right across
does not change, e.g. win a table football match, the current role
the table.
of an individual agent defines agent’s short-term goals, which
• Rotational movement: Rotating the rod to control the angle
influences agent behavior, their decision-making process, and
at which the players struck the ball.
how they interact with the rest of the system. Furthermore, sepa-
Precise and timely commands were crucial for effective game ration of agent functionality into independent roles can provide
control, as they enabled the agents to optimally position their fig- simplification and decoupling of individual tasks, leading to a
ures, strike the ball accurately, and execute defensive or offensive more modular system, which can simplify and improve the ex-
strategies effectively. tensibility of the implementation [3].
Autonomous Table Football: Winning Strategy Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
There exist several approaches to role and behavior implemen- opponent scoring even if the actuators fail to respond fast enough
tation in MAS, such as merging different roles, role models and to block this style of attack. Here, communication between the
class members [2, 3, 4]. In our implementation, we simplify the two agents is performed implicitly, as each agent perceives the
architecture by allowing an agent to occupy only a single role at roles of other agents as a part of the overall environmental state.
a time, and defining the roles in a way that allows reassigning be- is an agent tasked with blocking opponent attacks Defender
tween iterations of the algorithm without regard to the previous by intercepting the ball when it is in the opponent’s possession or
role or state of the agent. moving towards the goal. This role utilizes a single action, follow
Each role defines a set of possible actions an agent can take. similar to the Goalkeeper’s action. Whenever the Defender follow
The agents decide which action to take based on their priority role is active, the agent tracks the position and velocity of the ball,
and the current environment. More complex roles can be im- trying to match either its current coordinate or the estimated
plemented in a stateful manner, meaning the decision on which intersection with the trajectory of the ball. The agent identifies
action to take is dependent on previous actions as well. An agent the figure closest to the intersection and attempts to move the
can only be assigned a single role at a time, but can switch be- rod using minimal amount of movement. This approach allows
tween roles throughout iterations regardless if the particular goal for faster adjustments during the game, improving defensive
is fulfilled, when appropriate conditions arise. Additionally, every efficiency.
agent must have a role assigned at all times. is a an agent role with the primary task of raising Midfielder
An action is a discrete, autonomous task that an agent can the figures to allow passing the ball from behind the current
take on by making appropriate decisions and acting onto the agent. This role, although simple, is essential in order to avoid
environment, e.g. by sending commands to the actuators. This accidentally breaking a friendly attack by an Attacker agent
advances the agent toward the goal imposed by the current role. behind the current rod.
An agent can only execute a single action at a time. Additionally, is an agent with the task of kicking the ball towards Attacker
every agent must be actively executing an action at all times. the opponent goal in an attempt to score a point. Unlike other
These concepts were implemented using an Object Oriented roles, the Attacker role is implemented in a stateful manner.
approach, as suggested by the authors of the competition. In our Actions can only happen in a specified order, when the corre-
implementation, each agent repeatedly executes a fast processing sponding conditions are met. The role implements , follow kick
routine. Every iteration, the environment data is updated and role and actions. prevent back-kick
selection for the agent is performed. Then, as the agent decides on Whenever the agent is assigned this role, the action is follow
a role for that iteration, the appropriate role processing function executed first. During the action, the agent slightly raises follow is called, executing individual actions. the figures in order to prepare for a kick. The figure closest to
the ball is selected and rod offset is adjusted in order to align
the figure with the ball. Whenever the agent determines that the
4.2 Role Description alignment with the ball is sufficient, the agent moves onto the
A typical table football setup consists of four rods per player, each next state, the action. Here, the rod is rotated in order to kick with a number of mounted figures. In this implementation, each strike the ball. During this state, it is still necessary to track the
rod is considered an agent, resulting in a system with four agents position of the ball, as the ball can move significantly within a
for which we define the following roles, typically associated with few iterations of the algorithm. As the rod completes the forward
table football games. rotation, the agent monitors the position of the ball and assesses
Goalkeeper is the final line of defense, primarily responsible if the figure successfully hit the ball. In that case, the next action
for intercepting the ball before it reaches the goal. Typically the is set back to , and the agent is usually assigned a new role follow left-most rod, which is nearest to the goal and has a single figure, according to the environment. However, if the figure missed the
the goalkeeper follows the ball position using two possible ac- ball during the kick, the agent moves onto the prevent back-kick
tions: and . The action simply tries action. This final action is meant to prevent an accidental kick follow misaligned follow follow to align the figure on the rod with the current ball position. How- in the opposite of the intended direction. The rod is translated
ever, if the velocity of the ball exceeds a predefined threshold, sideways and slowly rotated into a neutral position, in order to
the agent instead attempts to estimate the ball trajectory based circumvent the ball. While executing this action, role switching
on its velocity vector. This estimation is simplified by assuming for the current agent is disabled as well.
that the ball maintains a straight-line path. The figure is there- During execution, the agent aligns the rod position with the
fore positioned at the intersection of the rod and the estimated ball; however, a perfectly aligned figure results in a straight shot,
trajectory in an attempt to intercept a fast-moving ball. which is easily defended by maintaining alignment with the ball.
The action is an augmented variant of the A more effective strategy involves kicking at an angle to aim misaligned follow
former action, designed to increase the overall defense surface of for the goal or create a rebound off the wall, which is harder
the defending agents. A common scenario in table football occurs to defend. This role achieves this by slightly misaligning the
when an attacker attempts to bypass the defenses by slightly figure before and during the kick. The agent computes the angle
pushing the ball parallel to the rod and striking it immediately between the ball’s current position and the selected target, with
after. Even though a human player might react fast enough to the figure’s required misalignment set proportionally to this angle
block such an attack, actuator response times are often insuffi- and adjusted by a tunable parameter for fine-tuning. This attack
cient. A defense strategy against such attacks is is to misalign the strategy significantly increases the performance of the Attacker
goalkeeper and defender figures, increasing the defense surface. role.
Here, this is implemented by the action, and is misaligned follow
activated whenever the ball is relatively slow, in the possession
of the opponent and another agent in front of the Goalkeeper is
currently in a Defender role. This decreases the chances of the
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Založnik and Šoln
4.3 Role Assignment success rate. Additionally, even though there are no explicit,
intentional passes between agents, the strategy of simply passing
Individual roles are assigned to agents according to defined as-
the ball as far forward as possible is enough for a successful
signment conditions and rules. Some approaches use an objective
gameplay.
function in order to select a role, often taking role priority into
The system overall is sensitive to changes in parameters and
account [4]. In this approach, we instead define a simple set of
requires precise tuning. The simulator, although effective, does
conditions which, along with role priority, decide on the most
not perfectly simulate the physical table, and additional parame-
appropriate role for a particular agent based on the current state
ter tuning is required when transitioning from the simulator to
of the environment.
real-world application.
If in a particular instant, more roles fulfill the assignment con-
ditions for a particular agent, the role with higher priority is
selected. In this implementation, the highest priority belongs 5 Conclusion
to the Attacker role, followed by the Goalkeeper, Defender and This paper presented a multi-agent system (MAS) for autonomous
finally the Midfielder with the lowest priority. This ordering is table football, developed for the FuzbAI competition. Our role-
based on the strictness of assignment conditions for each role, based design allowed each rod to act as an independent agent,
and the importance of that particular role. For example, the At- dynamically adapting to the game state. This approach enabled
tacker role has the strictest selection conditions among all roles, effective coordination between offense and defense, contributing
and therefore is assigned the highest priority, while the Mid- to our system’s first-place win.
fielder role has a very broad assignment condition and is not as The results demonstrate the effectiveness of a modular, adap-
important compared to an Attack agent. tive architecture in dynamic environments, highlighting the im-
We define the role selection conditions as follows. The At- portance of robust decision-making and quick role-switching.
tacker role is selected whenever the ball speed drops below a Future work could include machine learning to predict opponent
specified threshold, and the ball is within kicking clearance of behavior and optimize strategies, as well as expanding the system
the rod. The Goalkeeper role is selected if that particular agent to more complex environments. Overall, our MAS showed strong
belongs to the left-most rod, closest to the player’s goal. The performance in a competitive setting, offering valuable insights
Defender role is selected whenever the ball is in front of the rod. for future developments in autonomous systems.
Lastly, the Midfielder role is selected whenever the ball is behind
the rod, as the role’s only task is to raise the figures to allow the References
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Towards a Decision Support System for Project Planning:
Multi-Criteria Evaluation of Past Projects Success
Miha Hafner Marko Bohanec
Elea iC d.o.o. Jožef Stefan Institute
Department for Tunnels and Geotechnics, and Department of Knowledge Technologies
Jožef Stefan International Postgraduate School Ljubljana, Slovenia
Ljubljana, Slovenia marko.bohanec@ijs.si
miha.hafner@elea.si
Abstract • Objectives that support project goals include concrete and
in which project assets, timelines, budgets, milestones, goals [7]. subcontractors, etc., are determined before the new project starts. • Scope and requirements concerning project boundaries, In this paper, we address infrastructure design projects in the e.g., the need for experts, potential subcontractors, technical Project planning typically refers to the project management step milestones, and other steps and strategies to achieve the measurable project characteristics such as deliverables,
context of a specific company (Elea iC) and explore the idea of
equipment and other requirements to finish the project.
using data about past-finished projects to help project managers
• Constraints and limitations concerning project deadlines,
this context is the ability to evaluate/assess the success of costs, etc. [8]. and project leaders in project planning. A crucial requirement in
Besides that, each project should finish with the client’s and
finished/new projects. This paper proposes a solution using a
stakeholders’ satisfaction [8].
multi-criteria model to evaluate finished projects. This way, we
To achieve the above for the new project, project planning is
add project success information to the finished projects database,
vital at the beginning of each new project [6], [8]. It is the project
which we shall use in the decision support system being designed
management and project leaders' task to recognize and include
to extract knowledge for the new project plan.
all these in the project plan so that the work and processes lead
Keywords to successful project completion.
This study aims to support this process in the context of
Project success evaluation, multi-criteria model, decision support Elea iC company, an interdisciplinary provider of engineering
systems, data analysis, data mining, project management, project services and projects in Slovenia [5]. We wanted to include the
leading tools. knowledge obtained from past–finished projects in the project
planning process for the new projects. The company collected
this data from 2001. The assumptions are as follows:
1 Introduction 1. The finished projects in the database offer valuable
Infrastructure, such as tunnels, bridges, schools, houses, sewage information for the new project planning phase.
systems, roads, etc., and its design discipline play a vital role in 2. The project workflows established in the company and
society. Thus, infrastructure design must have properly and requirements remained similar over the years.
thoroughly defined requirements, objectives, scope and The main challenge related to this question is the new project
constraints concerning many expert fields such as civil success assessment and its consideration in light of the available
engineering, architecture, geology, geotechnics, environmental finished project data [7]. Unfortunately, the actual finished
engineering, urban planning, and other expert fields [1], [2], [3]. projects database does not contain much information about the
The term design is connected to the process that ends with finished projects' success. To bridge this, we had to construct a
technical documentation, technical approvals, models, and other project success evaluation model, evaluate finished projects in
deliverables prepared at the end of the design process. Each such the database and add this information to the database. The
process is referred to as the project [4]. The projects are expected expected result of those steps is a database suitable for applying
to have clearly defined: data-analysis and knowledge extraction methods, such as
• Goals defining the project's desired result, e.g., a building hierarchical clustering and machine learning [20].
permit for a bridge, static analysis of a retaining wall, This paper describes the finished project success evaluation
architectural design for a subway station, geotechnical component (hereafter called FPSE), which is part of the future
exploration for a tunnel, etc. [4]. decision support system (DSS, [12], [13], [14]) for project
planning (hereafter called E-DSS). First, we present the general
Permission to make digital or hard copies of part or all of this work for personal or architecture of the E-DSS, explaining the role and integration of
classroom use is granted without fee provided that copies are not made or distributed FPSE in its context. In section 3, we present the database of
for profit or commercial advantage and that copies bear this notice and the full
citation on the first page. Copyrights for third-party components of this work must finished projects and its preparation for supporting the
be honored. For all other uses, contact the owner/author(s). configuration of new projects. The evaluation model used and
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
© 2024 Copyright held by the owner/author(s). the experimental evaluation of FPSE are presented in sections 4
https://doi.org/10.70314/is.2024.scai.8463 and 5, respectively. Section 6 concludes the paper.
2 Figure 1 also shows the element E-DSS administrator used E-DSS Architecture
to upgrade FPSE periodically by upgrading the database of the
E-DSS is a DSS under construction to support the project
finished projects or making changes in EM according to the
management and project leaders in the Elea iC company
system's operational requirements and expected results.
(hereafter called “the user”) in configuring the new project plan
parameters when a new project starts.
The user is expected to define the E-DSS input as shown in
Figure 1: the new project objectives, requirements, desires, and
expectations. Practically, this means that the user collects all the
available new project data by:
• Extracting the new project data from the new project
assignment and contracts containing relevant information
for the project planning.
• Checking the company and potential subcontractors' state of
the resources and assets needed to complete the new project.
Examples of those data include projected monetary value, project
scope and goals, project start and finish date, the expert fields
needed for project completion, etc.
The E-DSS output (Figure 1) consists of the new project plan Figure 2: FPD+S development workflow
configuration together with the corresponding success scores This paper focuses on the development of FPSE. The
(+S). The configuration comprises the data such as the number workflow is shown in Figure 2, consisting of the following steps:
of employees involved, the number of subcontractors, work Step A. Finished projects database preparation (FPD), as
distribution, work duration, the number of pauses, etc. Project described in section 3.
success scores are assessed assuming this configuration settings. Step B. Project success evaluation model (EM), as described
in section 4.
Step C. Finished projects database with EM success scores
(FPD+S): The result of the FPSE is the upgraded database
of the finished projects with the finished projects' success
scores (FPD+S).
3 Data Description
E-DSS is a data-driven system that operates on data from past-
finished projects. This data was collected in Elea iC company
from the year 2001 to 2023. At the beginning of the data
collection, the number of the observed variables was relatively
small, but it has grown substantially over the years. At the time
Figure 1: E-DSS architecture of this study, the database contained data on 4704 finished
Accordingly, E-DSS is composed of the following projects, described by 39 numeric variables; 6 of them were
components (Figure 1): date/time/year variables, and 2 categorical variables.
• NPPE (New Project Parameters Extraction) is the Data preparation (Step A, Figure 2) was carried out as
component that extracts the potential new project follows:
configuration parameters and corresponding data to support 1. Data cleaning: replacing “Nan” and deleting erroneous data;
the decision-making. NPPE is currently under construction 2. Outlier’s removal using the Interquartile range approach
and is aimed to operate interactively with the user and [18];
support: searching for similar projects in FPD+S according 3. Data imputation: replacing the missing values using a
to a predefined range, searching the projects by desired descriptive statistic (e.g. mean, median, or most frequent)
success score, project segmentation, and project group along each column or using a constant value [19]. We
identification—unsupervised descriptive analytics and employed the mean strategy.
parameter prediction by supervised machine learning 4. Sensitive data and information removal. For this reason, all
methods. The component NPPE+S inside NPPE evaluates numeric data was scaled to a range between 0 and 1.
the success of the potential new project's configuration We ended up with the database FPD containing data on 3132
parameters obtained. The evaluation is made by EM, which finished projects described by 27 numeric variables. The
is part of FPSE. variables describe the main project management characteristics,
• such as project financial results, workload distribution, number FPSE (Finished Project Success Evaluation) consists of:
o of employees, subcontractors, etc. Table 1 shows the list of all EM (Project success Evaluation Model) for evaluating
the new project configuration (described in section 4). variables together with their basic statistics.
o This way, the finished project database (FPD) was prepared FPD+S is the database of finished projects with project
success evaluations (section 3). for the FPSE component. FPD is the main resource for
Exploratory Data Analysis for observing the data and its
properties, such as variable correlations, variable information • Pauses Time Share: the ratio between the months the
gain, etc. These operations are invoked interactively by the user employees did not work and the total number of months.
in the context of NPPE and are not discussed further in this paper. • Hour Income: the ratio between project value and the
number of work hours necessary to finish the project.
Table 1: Basic statistics of the variables after data cleaning,
outliers’ removal, and data scaling
Figure 3: Multi-criteria model for the projects’ success
evaluation
Evaluation parameters represent outputs of the model:
• WORK DISTRIBUTION: assesses the characteristics of the
work distribution in the project duration.
• PROJECT PAUSES: assesses the work pauses.
• PROJECT WORKFLOW: combines evaluation parameters
WORK DISTRIBUTION and PROJECT PAUSES
• PROJECT FINANCIAL RESULT: assesses the project's
success from the financial point of view.
• PROJECT SUCCESS SCORE: overall success score,
determined by aggregation of all subordinate parameters.
Aggregation functions map subordinate EM parameters to the
4 Evaluation of Projects’ Success corresponding parent parameters. Employed is the weighted
The project success evaluation model (EM), developed in Step B average function, using weights shown in Figure 3. Currently,
(Figure 2), is aimed at: weights are chosen to make all parameters equally important.
• The evaluation of the projects in FPD resulting in the
FPD+S (Figure 2).
• 5 Experimental Evaluation of FPSE The evaluation of potential new projects suggested through
interaction between the user and NPPE+S (Figure 1). Figure 4 shows an example of evaluating a project from FPD.
Project success evaluation involves multiple criteria that have Input parameters’ values (terminal nodes) were obtained from
to be aggregated into a single evaluation score. Different criteria the data base, while evaluation parameters’ values (green nodes)
might be of different importance and affect the score differently, were calculated by EM. The example project shows good
i.e., with different weights. For this purpose, we chose MAUT workflow score (0.75), but has a poor financial score (0.29), both
(Multi-Attribute Utility Theory) [11], a multi-criteria modelling leading to an average success score (0.52) of the project. Several
approach that facilitates both hierarchical structuring of criteria other projects of different types were evaluated in this way,
and using weights for the aggregation of scores. confirming the appropriateness of EM structure and
Considering the above requirements, available FPD data and conformance with requirements of potential users. In this way,
other multi-criteria approaches to project evaluation ([15], [16], the quality of EM was assessed on a sample of past projects.
[17]), we developed the EM as presented in Figure 3. Further assessment is planned in the next stages while
EM consists of three components [10]: input parameters, configuring new projects, where EM’s results can be confronted
evaluation parameters and aggregation functions. with opinions of project leaders actively involved in the process.
EM already enables evaluation of multiple finished projects.
Input parameters are variables in the leaf nodes of the model:
• Project Work Concentration In Step C (Figure 2), FPD was extended by adding five variables : explains the distribution of the corresponding the five Evaluation parameters of EM. All work on the project. If the value is closer to 0 or 1, the projects in FPD were evaluated by EM, resulting in FPD+S. majority of the work is done at the beginning or at the end Basic statistics of FPD+S is presented by the distribution of of the project, respectively. the variables in Figure 5. The variables marked with red colour
• Time Reserve: explains if the project work ended earlier on the x-axis are E-DSS input parameters, the green uppercase
than defined in the contract. variables are those corresponding to success scores, and the blue
• Number of Pauses: the number of times the work on the variables are potential new project parameters. The distribution
project stopped. of the final project evaluation, PROJECT_SUCCESS_SCORE,
(average = 0.52, min = 0.15, max = 0.94) indicates that it well and created decision trees for prediction of individual output
covers the range of possible outcomes and enables the parameters that may lead to high new project success scores.
discrimination and sorting of projects. Future work will primarily continue by further data analysis
and data mining of FPD+S, attempting to design effective
algorithms for interactive exploration of past projects and
suggesting as good as possible configurations of new projects.
On this basis, we shall make a detailed functional specification
of the NPPE+S component and design/implement the E-DSS.
Despite that E-DSS considered here is tailor-made for the
specific business environment and is bound to the specific data
base, the approach seems general enough to be applied to similar
environments, projects and processes [9]. This work is a
showcase of substantial efforts needed to prepare a corporate
database for decision-support, which is often neglected in the
Figure 4: Example of evaluating a project using EM literature. The main contribution is a combination of data
processing with MAUT-based multi-criteria decision modelling.
References
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York, USA.
Minimizing Costs and Risks in Demand Response Optimization:
Insights from Initial Experiments
Mila Nedić Tea Tušar
Faculty of Mathematics and Physics Jožef Stefan Institute and
University of Ljubljana Jožef Stefan International Postgraduate School
Ljubljana, Slovenia Ljubljana, Slovenia
mn38120@student.uni- lj.si tea.tusar@ijs.si
Abstract techniques. However, baselines can be exploited, e.g., when con-
sumers artificially increase consumption before an event to inflate
This paper presents a method for changing the energy use of
their baseline and maximize the awarded rebate.
consumers participating in Demand Response (DR) programs,
1
Through the SEEDS project , we are developing a method-
focusing on peak balancing to improve grid stability. Multiple ob-
ology for providing energy flexibility services to prosumers –
jectives including costs and risks are considered, and a weighted
participants in energy markets capable of both producing and
sum is used to transform them into a single objective. This re-
consuming energy – in order to enhance grid stability. Machine
sults in an optimization problem that can be optimally solved.
learning is used to predict the baseline energy usage of prosumers
To calculate the costs, the load consumption baseline needs to
and their flexibility, while mixed-integer linear programming
be established. Since this is challenging and can be exploited,
(MILP) is used to optimize the operation of prosumers within
we conduct initial experiments to test whether our method to
their flexibility. Our approach will be tested in the Slovenian pilot,
adjust the baseline can be easily manipulated. We explore an
in collaboration with Petrol d.d. and Elektro Celje d.d.
original scenario and three of its variants to examine the effects
Our work integrates prosumer flexibility into DR optimization,
of various parameters on the optimization outcome. Our results
focusing on minimizing costs and risks while limiting energy
indicate that 1) an excessive emphasis on risk results in no energy
fluctuations. While the goal is to eventually use this approach on
change, 2) enforcing a net zero energy change minimizes energy
real-world data from the pilot, this paper reports on some initial
use while still securing the rebate, and 3) without an adjustment
experiments verifying whether the current problem formulation
period, the consumer is less inclined to increase the load just be-
results in solutions with desired properties. In particular, we wish
fore the demand period. In future work, we will reformulate some
to test if our adjusted consumer baseline approach can be easily
objectives to avoid exploitation and better reflect the real-world
exploited.
needs of DR.
Research on prosumer flexibility, optimization techniques,
Keywords and demand response optimization includes a wide range of
approaches [8]. In [3], Balázs et al. quantify residential prosumer
multiobjective optimization, mixed-integer linear programming,
flexibility using engineering models and real-world data. Their
demand response, baseline consumption, electrical grid
work provides valuable insight into prosumer behavior and en-
ergy management. Capone et al. [4] optimize district energy
1 Introduction
systems by balancing costs and carbon emissions with genetic al-
Peaks in energy demand can strain the electrical grid, leading to
gorithms and linear programming, showing significant emission
inefficiencies and potential failures. A widely used strategy for
reductions at a modest cost increase. Magalhães and Antunes [7]
balancing these peaks is Demand Response (DR), in which the
compare thermal load models in demand response strategies
Distribution System Operator (DSO) forecasts future peaks and
using MILP, finding that discrete control formulations improve
requests from consumers to adjust their energy use to reduce
computational efficiency. Thus, our methodology is in line with
them. In the peak time rebate DR program [2], consumers receive
related work while the actual optimization problem (its vari-
a rebate if they reduce their load in the demand period. On the
ables, objectives and constraints) differs from existing ones as it
other hand, if they commit to respond to the demand, but fail to
is adapted to our specific use case.
do so, they can be penalized. It is therefore of utmost importance
This paper is further organized as follows. In Section 2, we
to accurately assess whether and how much a consumer reduced
provide a brief overview of the optimization problem, followed
their load to meet the demand.
by its detailed definition in terms of its variables, constraints and
The load reduction of a consumer is computed as the differ-
objectives. The optimization approach is explained in Section 3,
ence between its baseline (the amount of energy the customer
where we discuss the scalarization technique used to transform
would have consumed without a demand request) and its actual
our multi-objective problem into a single-objective MILP form
use [2]. The importance of establishing a baseline and the various
and the method used to solve it. The experiments and their results
ways of calculating it are presented in [5]. Common methods
are given in Section 4. Finally, conclusions and further work ideas
for calculating baselines include simple historical data averages,
are described in Section 5.
exponential moving averages and short-term load forecasting
2 Optimization Problem
Permission to make digital or hard copies of all or part of this work for personal
or classroom use is granted without fee provided that copies are not made or The problem formulation in this work assumes a peak time rebate
distributed for profit or commercial advantage and that copies bear this notice and
DR program in which the DSO and the consumer have a contract
the full citation on the first page. Copyrights for third-party components of this
work must be honored. For all other uses, contact the owner /author(s). stipulating the following conditions: 1) the consumer can chose
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia whether to respond to a demand request, 2) if the consumer
© 2024 Copyright held by the owner/author(s).
1
https://doi.org/10.70314/is.2024.scai.8587 https://project- seeds.eu/
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Mila Nedić and Tea Tušar
A F
participates in DR, it receives a rebate proportional to the reduced 𝐸 instead of the forecast one 𝐸 , where the adjustment is deter-
𝑡 𝑡
A
load, 3) if the consumer participates in DR but does not reduce the mined by the energy amounts in the adjustment period – the 𝑛
load by at least 75 % of the required amount, it is penalized, 4) the S
intervals before the start of the demand period 𝑡 . More formally,
load reduction is estimated using an adjusted consumer baseline, the adjusted timetable is computed as
which takes into account the forecast consumer energy usage as
𝑡 1
well as its actual consumption before the demand period. 1 ∑︁ F S −
A 𝐸 𝐸 𝐸 , 𝑛 𝑗 𝑡 − F A −
if > 0;
The optimization task is to set the energy consumption of A 𝑗 =
𝐸 𝑛
all loads of a consumer participating in DR taking into account 𝑗 𝑡 − 𝑡 A S =
𝑛
their flexibility so that consumer costs, risks and energy fluctua- F 𝐸 , otherwise
𝑡
tions are minimized. This ensures efficient grid operation while
for all intervals 𝑡 𝑡 , . . . , 𝑡 in the demand period. Then, }
maintaining economic feasibility for the consumer.
∈ { S E
R ∈
To formally define our optimization problem, we first intro- 𝑡 the recognized load reduction 𝐸 at demand time interval 𝑡
duce its variables, followed by the constraints and the objective 𝑡 , . . . , 𝑡 is determined as { S E }
functions we aim to optimize. Finally, we provide an overview
of the weighted sum approach, which serves as the scalarization 𝐸 𝐸 𝑡 𝑡 = R A −
𝐸 ,
𝑡
technique to transform all objective values into a single one. R
while the total recognized load reduction 𝐸 is computed as
2.1 Variables E 𝑡
∑︁
A solution is specified by the energy amounts 𝐸 𝐸 𝐸 . for each 𝑡 R
𝑐,𝑖
∈ R R =
consumer load 𝑐 and time interval 𝑖 1, . . . , 𝑛 . They 𝑡 = S ∈ C ∈ { }
𝑡
correspond to the change of consumption from the forecast one.
R
A rebate is awarded if 𝐸 is negative (the consumption has
These are the only variables of this optimization problem.
been reduced). If the total recognized load reduction exceeds the
From these energy amounts and the forecast timetable of en-
T
total demanded energy reduction 𝐸 , the rebate is capped, i.e.,
ergy usage, the resulting energy consumption 𝐸𝑖 in time interval
𝑖 1, . . . , 𝑛 is computed as ( ∈ { } B R T R
R 𝑝 min 𝐸 , 𝐸 , if 𝐸 < 0
∑︁ 𝑓 . =
𝐸 𝑖 𝐸𝑖 = F +
𝐸𝑐,𝑖. 0, otherwise
𝑐 ∈ C
Finally, a penalty is added to the total costs if the demand
2.2 Constraints has not been met, that is, the ratio between the recognized and
D
The energy amounts of a solution need to adhere to two kinds of demanded energy reduction, 𝐸 , in any of the demand time
constraints. The first type are the interval energy constraints: intervals 𝑡 𝑡 , . . . , 𝑡 is lower than 75 %, ∈ { } S E
min max ≤ ≤
𝐸 R 𝐸 𝐸 , 𝑐,𝑖 𝑐,𝑖 𝑐,𝑖 𝐸
P P 𝑡 T S E 𝑝 | 𝐸 | , if < 75 % for one or more 𝑡 ∈ { 𝑡 , . . . , 𝑡}
for each consumer load 𝑐 and time interval 𝑖 1, . . . , 𝑛 . 𝐸 ∈ { }
∈ C 𝑓 D . =
0
, otherwise
The second are the total energy constraints:
𝑛
∑︁ The second optimization objective 𝑓2 represents risks. In order
𝐸 𝐸𝑐,𝑖 𝑐 ≤ 𝑇 ,min 𝑇 ,max ≤
𝐸 ,
𝑐 to penalize any changes to the timetable when the risks are high,
𝑖 1 =
the objective function is defined as
for each consumer load 𝑐 . ∈ C
𝑛
2.3 𝑓 2 𝑟𝑖 𝐸𝑐,𝑖 , Objective Functions
= ∑︁ ∑︁
𝑖 1 𝑐 =∈ C
The three objectives to be minimized in this scenario are the
where 𝑟 represents the risk at time interval 𝑖.
costs, risks and energy fluctuations. 𝑖
To penalize unnecessary energy fluctuations, the third objec-
The first optimization objective 𝑓1 consists of all costs associ-
ated with the solution and equals tive 𝑓3 averages the consecutive changes in energy amounts for
all consumer loads, i.e.,
𝑓1 𝑓 𝑓 𝑓 , − +
= E R P
𝑛
where 𝑓 represents the energy costs, 𝑓 is the rebate for the 𝑓 E R3 𝐸𝑐,𝑖 𝑐,𝑖 1 𝐸 − − recognized load reduction and P 𝑖 (𝑛 − 1) |C | 𝑓 = 1 ∑︁ ∑︁
.
is the penalty that is charged 2 = 𝑐 ∈ C
in case the recognized load reduction does not meet the require-
ments. 2.4 Weighted Sum Approach
E
The energy costs 𝑓 equal the sum of energy costs over all Since the optimal solutions to this problem appear to reside in
time intervals 𝑖 1, . . . , 𝑛 , the convex region of the objective space, we use a weighted sum ∈ { }
approach to transform all objective values into a single one. The
𝑛
∑︁
𝑓 𝑝 single objective function to be minimized thus equals E =
𝑖 𝑖 𝐸 ,
𝑖 1 =
𝑓 𝑤 1𝑓1 𝑤2 𝑓2 𝑤3𝑓3 = + +
where 𝑝𝑖 is the interval energy price.
The solution gains a rebate it the load is reduced in the demand under the condition 𝑤 1 + 𝑤2 = 1. The weight 𝑤3 can be set
period 𝑡 , . . . , 𝑡 . Note that the recognized load reduction 𝐸 , independently of 𝑤 1 { S E R }
𝑡 2
and 𝑤 and serves as a measure of limiting
𝑡 𝑡 , . . . , 𝑡 , is computed from the adjusted timetable energy the energy fluctuations. } ∈ { S E
Minimizing Costs and Risks in Demand Response Optimization Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
3 Optimization Approach The three scenario variants differ from the basic as follows.
3.1 The first scenario variant has no demand. In the second and Setting Weights in the Weighted Sum
third scenario variant, the total energy change is set to 0 kWh
To obtain diverse solutions with the weighted sum approach, a
ensuring the reduction in energy consumption in some intervals
good strategy for setting the weights is needed. While we plan to
is matched with its increase in others. Additionally, the third
use a more sophisticated approach for this purpose in future work, =
scenario variant has no adjustment period, i.e, 𝑛 A 0.
these initial experiments were made by choosing equidistant
values of 𝑤 1 from the interval 0, 1 and defining 𝑤2 as 1 𝑤1. [ ] − 4.2 Results and Discussion
−3
In order to limit energy fluctuations, we set 𝑤 3 to 10 . Smaller
We discuss here the results of our original scenario and its three
weights proved insufficient in limiting the fluctuations while
variants. They are depicted also in plots in Figures 1 to 4, which
larger weights interfered with the first two objectives, which are
show with a black line how the consumer load changes from its
more important than the third.
planned timetable. Consumer load flexibility at each time interval
3.2 is shown in gray (there is no flexibility in the first four and last Linearization
four intervals). The demand period is denoted in red and the
Since all of the objective functions specified in Section 2.3 are
adjustment period in blue. In most cases (unless the risk has
either non-linear or contain non-linear parts, specific techniques
a large weight), the consumer reduces the load in the demand
are required to linearize these objectives and ensure the problem
period enough to meet the required demand and earn the entire
fits the MILP form. In particular, it is necessary to linearize the ab-
available rebate while not incurring any penalty. The amount of
solute value of a real variable, the product of a binary variable and
this reduction and the energy change outside of this period differ
a real variable, the minimum of two variables, along with other
for the various scenario variants.
non-linear function conditions. We use standard approaches to
achieve linearization for all these cases [9]. When the risk has a large weight, the 4.2.1 Original Scenario.
load does not change outside of the demand period (see the top
3.3 Tool and Solver plot in Figure 1). However, when the impact of risk is minimal
2 (bottom plot in Figure 1), the load is reduced everywhere except
We use the OR-Tools Python library to implement and solve
during the adjustment period. This strategy artificially increases
the single-objective MILP problem. The library is a comprehen-
the perceived load reduction to maximize the rebate, as dictated
sive tool for solving optimization problems, including linear pro-
by the rebate calculation formula.
gramming, integer programming, and combinatorial optimiza-
tion. Specifically, we use the SCIP (Solving Constraint Integer 4.2.2 Scenario Variant #1: No Demand. If the optimization is
3
Programs) solver [1] integrated within OR-Tools for solving
called without a demand, the result depends on the weighting of
MILP problem instances.
the first two objectives. As long as the impact of risk is significant
To solve a MILP problem using OR-Tools and the integrated
(top plot in Figure 2), the load does not change. Otherwise, the
SCIP solver, the following steps are performed: import the linear
load is reduced to the maximum extent in each interval (bottom
solver wrapper, declare the SCIP solver, define the variables with
plot in Figure 2). This approach minimizes the function 𝑓 , there-
𝐸
their respective bounds, set the constraints and the objective
fore reducing costs. This means that the consumer behavior can
function and lastly, analyze and display the solution.
change when optimized even if no demand is present.
4 Experiments 4.2.3 Scenario Variant #2: Zero Total Energy Change. Due to the
zero energy constraint, the consumer makes adjustments solely
We first conduct experiments using a basic scenario with a single
within the demand and adjustment periods (see Figure 3). During
consumer load. Then, we variate some parameters of this scenario
the adjustment period, the user offsets the consumption from the
to see how they affect the resulting solutions.
demand period, thereby achieving a maximal rebate. To adhere
4.1 Experimental Setup to the requirement of minimizing risks and fluctuations in other
intervals, no additional changes are made, as such actions would
The basic scenario has the following parameters:
increase the objective value.
• Time is represented as 28 15-minute intervals.
• The demand period starts at 𝑖 = 13 and ends at 𝑖 = 16. 4.2.4 Scenario Variant #3: Zero Total Energy Change and No Ad-
• T The total required reduction 𝐸 equals −8 kWh and the justment Period. When the baseline is not adjusted, the load is
required reduction 𝐸 at each interval equals 2 kWh. increased in intervals outside of the demand period, regardless D −
• The adjustment period has a duration of four intervals. whether they occur before or after it. The specific intervals when
• The load change needs to be within [−3 kWh, 3 kWh] for this happens depend on the solver and are random as they lead
each interval 𝑖 5, 6, . . . , 24 and is fixed to 0 kWh for the to the same objective function value. An example of such a case =
remaining intervals. in depicted in Figure 4.
• F
The forecast timetable energy 𝐸 is constant and equals The last two variants additionally confirm that the usage of
𝑖
12 kWh for all time intervals. the adjustment period enables exploitation – the entire rebate
• The total energy constraint is unbounded. can be gained with a smaller load reduction in the demand period
• The risk equals 0 if the load is increased in the adjustment period. . 50 for all time intervals.
• R = =
All prices are constant: 𝑝 𝑖 0.25 EUR, 𝑝 0.50 EUR and
P = 5 Conclusions
𝑝 1.00 EUR.
This paper focuses on demand response optimization and the
2
https://developers.google.com/optimization
3 growing role of prosumers in energy systems. A standard MILP
https://github.com/google/or- tools/blob/stable/ortools/linear_solver/samples/mi
p_var_array.py framework is used to set the consumer load energies within
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Mila Nedić and Tea Tušar
]
for generating a set of diverse solutions representing various
Wh
Adjustment Demand
[k period period Load flexibility
trade-offs between costs and risks.
3
2
1 By creating three scenario variants, we were able to explore
0
change
−1 the effect of some parameters on the optimization outcome. We
−2
−3 observe that:
Energy
1 3 5 7 9 11 13 15 17 19 21 23 25 27 29
Time intervals • Regardless of the variant, the optimal load schedule does
] not deviate from the forecast one if the importance of risk
Wh
Adjustment Demand
k period period Load flexibility 𝑤 is too high, i.e., if the weight 2 is too large. This critical
[
3
2 value of 𝑤 depends on the scenario variant.
2
1
0 •
change −
If the consumer is obliged to a zero sum in load increase
1
−2 and reduction, the optimal solution uses the minimal nec-
−3
Energy essary resources to earn a rebate while avoiding excessive
1 3 5 7 9 11 13 15 17 19 21 23 25 27 29
Time intervals energy changes.
• When the adjustment period is unspecified, the prosumer
Figure 1: Results for the original scenario with 𝑤1 = 0.6 is less likely to increase the load just before the demand
and 𝑤2 = 0.4 (top) and 𝑤1 = 0.8 and 𝑤2 = 0.2 (bottom). period.
Moving forward, we need to refine the objectives. The cur-
] rent method to assess the baseline consumption is susceptible
Wh
[ Load flexibility to exploitation and should be amended. We could calculate the k
3
2 consumer baseline from similar consumers that do not partici-
1
0 pate in DR as suggested in [6]. We will also need to revise the
change
−1
−2 penalty calculation to account for the imminent change of tariffs − 3
Energy in the Slovenian energy market. We additionally plan to improve
1 3 5 7 9 11 13 15 17 19 21 23 25 27 29
Time intervals
the calculation of risks to ensure more robust optimization and
]
real-world applicability. Finally, we intend to develop a better
Wh
[k Load flexibility
3
strategy for setting the weights, targeting values with the most
2
1 significant impact rather than evenly distributing them.
0
change −
1
−2 Acknowledgements
−3
Energy
1 3 5 7 9 11 13 15 17 19 21 23 25 27 29
Time intervals
The SEEDS project is co-funded by the European Union’s Horizon
Europe innovation actions programme under the Grant Agree-
Figure 2: Results for the variant without demand with 𝑤 ment n°101138211. The authors acknowledge the financial sup- 1 =
0.5 𝑤 2 0.5 𝑤1 0.7 𝑤2 0.3 port from the Slovenian Research and Innovation Agency (re-and = (top) and = and = (bottom).
search core funding No. P2-0209). The authors wish to thank
Bernard Ženko, Martin Žnidaršič and Aljaž Osojnik for helpful
]
Adjustment Demand discussions when shaping this work.
Wh
[k
period period Load flexibility
3
2 References
1
0
change
−1 [1] Tobias Achterberg. 2009. SCIP: Solving constraint integer programs. Mathe-− 2
−3 matical Programming Computation, 1, 1–41. doi: 10.1007/s12532- 008- 0001- 1.
Energy [2] 1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 AEIC Load Research Committee. 2009. Demand response measurement &
verification: Applications for load research. Tech. rep. AEIC Load Research
Time intervals
Committee.
[3] István Balázs, Attila Fodor, and Attila Magyar. 2021. Quantification of the
Figure 3: Results for the variant with zero total energy flexibility of residential prosumers. Energies, 14, 4860. doi: 10.3390/en141648
change with 𝑤1 = 0.6 and 𝑤2 = 0.4. 60.
[4] Martina Capone, Elisa Guelpa, and Verda Vittorio. 2021. Multi-objective
optimization of district energy systems with demand response. , 227, Energy
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[5] Antonio Gabaldón, Ana García-Garre, María Carmen Ruiz-Abellón, Antonio
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Demand
[k period Load flexibility Guillamón, Carlos Álvarez-Bel, and Luis Alfredo Fernandez-Jimenez. 2021.
3
Improvement of customer baselines for the evaluation of demand response
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1 through the use of physically-based load models. Utilities Policy
, 70, 101213.
0
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−1 doi: 10.1016/j.jup.2021.101213.
−2
− [6] Joe Glass, Stephen Suffian, Adam Scheer, and Carmen Best. 2022. Demand
3
Energy
response advanced measurement methodology: Analysis of open-source
1 3 5 7 9 11 13 15 17 19 21 23 25 27 29
baseline and comparison group methods to enable CAISO demand response
Time intervals
resource performance evaluation. Tech. rep. California Independent System
Operator (CAISO).
Figure 4: Results for the variant with zero total energy [7] Pedro L. Magalhães and Carlos Henggeler Antunes. 2020. Comparison of ther-
change and no adjustment period with mal load models for MILP-based demand response planning. In Sustainable and
𝑤 1 0.6 𝑤2 = =
Energy for Smart Cities. Springer International Publishing, Cham, 110–124.
0.4 [8] Javier Parra-Domínguez, Esteban Sánchez, and Ángel Ordóñez. 2023. The .
prosumer: A systematic review of the new paradigm in energy and sustainable
development. , 15, 13. doi: 10.3390/su151310552. Sustainability
[9] Nace Sever. 2022. Časovno razporejanje terenskih nalog z mešanim celoštevil-
their flexibility so that the costs, risks and energy fluctuations . Bachelor’s Thesis. University of Ljubljana, skim linearnim programiranjem
Faculty of Mathematics and Physics. https://repozitorij.uni- lj.si/IzpisGradiva
are all minimized. Since the objectives are scalarized with the
.php?lang=slv&id=140427.
weighted sum approach, correctly setting their weights is crucial
Predicting Hydrogen Adsorption Energies on Platinum
Nanoparticles and Surfaces with Machine Learning
Lea Gaˇspariˇ c Anton Kokalj Saˇso Dˇ zeroski
lea.gasparic@ijs.si tone.kokalj@ijs.si saso.dzeroski@ijs.si
Joˇ zef Stefan Institute, Joˇ zef Joˇ zef Stefan Institute, Joˇ zef Joˇ zef Stefan Institute, Joˇ zef
Stefan international postgraduate Stefan international postgraduate Stefan international postgraduate
schoole school school
Ljubljana, Slovenia Ljubljana, Slovenia Ljubljana, Slovenia
Abstract The mechanism of HER includes adsorbed hydrogen
The growing interest in hydrogen gas as a fuel drives re- atom (H*) as an intermediate. Consequently, the adsorp-
search into environmentally friendly hydrogen production tion energy of hydrogen is often used as a descriptor of
methods. One viable approach of obtaining hydrogen is the catalytic activity of the material [15, 21]. The most
the electrocatalysis of water, which includes the hydrogen straightforward approach to obtain the adsorption energies
evolution reaction (HER) as one of the half-reactions. In is with density-functional theory (DFT) calculations. How-
the search of highly active catalysts for the HER, machine ever, as the size of the system and the number of different
learning can be effectively utilized to develop models for adsorption sites increase, a full DFT analysis becomes com-
calculating hydrogen adsorption energy, a key descriptor of putationally unfeasible. To address this challenge, machine-
catalytic activity. In this study, we learned models for pre- learning methods can be employed to predict hydrogen
dicting hydrogen adsorption energy on platinum. We used adsorption energies based on DFT results, enabling the
various machine-learning (ML) techniques on two datasets, investigation of more complex systems [10]. For example,
one for extended surfaces and the other for nanoparticles. bimetallic nanoparticles were investigated by J¨ ager et al.
The respective results reveal that ML models for extended [8] and Zhang et al. investigated amorphous systems [20].
surfaces are more accurate than those for nanoparticles, This contribution focuses on the use of machine learning
and that the features describing the local environment are for predicting hydrogen adsorption energies on platinum
the most significant for the predictions. For surfaces, the using electronic and geometric descriptors. Two separate
coordination number is the most relevant feature, while the datasets were constructed, one for surfaces and the other
d-band center is the most important for nanoparticles. The for nanoparticles. By employing supervised learning and
ML models developed in this study lack sufficient accuracy attribute ranking, we built ML models, assessed their accu-
to provide reliable results, highlighting the need for further racy and analyzed whether the two datasets exhibit similar
investigation with additional features or larger datasets. correlations. The idea of the contribution is illustrated in
Figure 1.
Keywords
platinum, hydrogen, DFT calculations, decision trees, fea-
ture ranking
1 Introduction
A lot of scientific and societal interest is devoted to hydro-
gen fuel, which can generate electrical power by producing
water as a byproduct. One environmentally friendly method
of producing hydrogen is through the electrocatalysis of
water, where hydrogen and oxygen gases are formed. This Figure 1: Supervised machine learning and feature
process involves two reactions: oxygen and hydrogen evolu- ranking was performed for hydrogen adsorption
tion reactions. Considerable effort is being directed towards energy on platinum catalysts modeled as surfaces
improving catalysts for both reactions and understanding and nanoparticles.
the fundamental processes involved [21, 13]. In this contri-
bution, we will focus on the hydrogen evolution reaction
(HER), for which platinum is known to be a highly ac- 2 Materials and Methods
tive catalyst due to its near-optimal hydrogen adsorption 2.1 DFT Calculations and Datasets
free energy [15, 21]. However, the high cost of platinum
motivates ongoing research of alternative materials. We utilized DFT calculations to calculate hydrogen ad-
sorption energies (a target variable for ML) and electronic
Permission to make digital or hard copies of all or part of this descriptors for ML. We also utilized geometric descriptors.
work for personal or classroom use is granted without fee provided Two datasets were constructed, one for platinum nanopar-
that copies are not made or distributed for profit or commercial
advantage and that copies bear this notice and the full citation on ticles and the other for platinum surfaces.
the first page. Copyrights for third-party components of this work DFT calculations were performed with the Perdew-Burke-
must be honored. For all other uses, contact the owner/author(s). Ernzerhof (PBE) approximation [17], a plane-wave basis
© 2024 Copyright held by the owner/author(s). set, and PAW pseudopotentials [3]. Energy cutoffs were set Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
https://doi.org/10.70314/is.2024.scai.8689 to 50 and 575 Ry for wavefunctions and electron density,
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Gaˇ spariˇ c et al.
respectively. Methfessel-Paxton smearing [12] of 0.02 eV
was employed.
Pt(111), Pt(100), and Pt(110) surface slab models were
constructed with the calculated lattice parameter of bulk
Pt (3.97 ˚ A). The models of Pt(111) and Pt(100) surfaces
consist of 4 atomic layers, with the bottom layer fixed to Figure 2: Models of extended surfaces used to cal-
bulk positions, while Pt(110) has 6 atomic layers with the culate hydrogen adsorption energies. bottom two layers fixed. To achieve a greater variety of
adsorption sites, Pt(111) and Pt(100) were also modeled
with a missing-row defect. All surface models are shown in
to the size of nanoparticles were also utilized, in particular:
Figure 2. Calculations accounted for the dipole correction
the number of all atoms (𝑁all) in the nanoparticle, the
and periodic images of slabs were separated by at least
15 ˚ number of surface atoms (𝑁surf ), the maximal (𝑟max) and A of vacuum. Different sizes of surface supercells were
used, and the k-point grid for (1× minimal (𝑟min) distances from the center of the nanoparticle
1) surface unit cells of
Pt(111), Pt(100), and Pt(110) were 12 × to the surface atoms and the distance from the center of 12× 1, 11× 11×
1,
and 11 the nanoparticle to the adsorption site (𝑟 ads). The datasets × 8 × 1, respectively. For larger supercells, the number
for surfaces and nanoparticles contained 46 and 85 data
of k-points was adapted accordingly.
points, respectively.
Calculations with nanoparticles were performed with
the gamma k-point and Martyna-Tuckerman correction
for isolated systems [11]. Nanoparticles were modeled with 2.2 Machine-Learning Methods
different shapes and sizes, consisting of 3 and up to 116 The prepared datasets were analyzed using the Weka soft-
atoms. Their periodic images were separated by at least ware package [4]. The target value in both datasets is the
15 ˚ A of vacuum. All calculations were preformed with the hydrogen adsorption energy, making this a regression task.
Quantum ESPRESSO package [5]. Supervised machine learning was employed to develop mod-
The hydrogen adsorption energy was calculated as: els for predicting the target value, which were evaluated
by 10-fold cross-validation.
𝐸 1 One of the used methods is linear regression, that com- ads = 𝐸 H * − 𝐸 * − 𝐸 H 2 (1) 2 putes the linear relationship between the target value and
where 𝐸 H* is the calculated energy of optimized adsorp- the descriptors. The relevant descriptors included in the
tion system, 𝐸* is the energy of the standalone platinum equation were selected according to the M5 method [18].
system, and 𝐸H2 is the energy of the hydrogen molecule. This method iteratively removes descriptors with the small-
All performed calculations included only one adsorbed H est effect on the model until the error of the model no
atom per supercell or nanoparticle. longer decreases.
As an electronic descriptor, we used the d-band center, We also used the random forest method [7, 1] with 100
which is considered to be a good indicator of metal reac- trees of unlimited depth. With this method, multiple deci-
tivity [6]. It was obtained through DFT calculations using sion trees were constructed by selecting relevant features
the following equation: from a random subset of int(log 2(𝑚) + 1) features, where
∞ 𝑚 is the total number of features. The final values are the
∫︀ 𝑛 (𝐸)𝐸𝑑𝐸 averages of the predictions from the individual trees.
d
𝜀 −∞ To obtain an explainable ML model, we also built regres- = (2)
d ∞
∫︀ sion trees using the M5’ method [18, 19]. In this method,
𝑛d(𝐸)𝑑𝐸
−∞ trees are built by splitting the training sets according to
where attributes that maximize the standard deviation reduction. 𝐸 is the energy and 𝑛 d is the projected density of
states on d-orbitals of the atoms forming the adsorption After the trees are constructed, they are pruned to avoid
site. overfitting and smoothed to address discontinuities between
For the geometric descriptors, we determined the average the leaves. For our datasets, we used unpruned trees to
coordination number of Pt atoms forming the adsorption prevent the formation of trees that are too small and give
site, as well as the generalized coordination number (GCN) poor predictions. We also restricted tree branching to a
of the adsorption site [2], calculated as: minimum of 6 instances per leaf node for surfaces and 20
for nanoparticles to avoid overfitting the data and to ensure
𝑁𝑖 trees of sufficient size.
∑︁ CN(𝑗)
GCN(𝑖) = (3) We also performed variable importance estimation and 𝑗 CNmax =1 ranking for our selected descriptors with all data points
where 𝑖 denotes an atom or a group of atoms forming the used as a test set. To evaluate the importance of the de-
adsorption site, 𝑁𝑖 is the number of first nearest neighbors scriptors with respect to hydrogen adsorption energy, we
of 𝑖, which are denoted with 𝑗. CN(𝑗) is the coordination employed two methods: ReliefF [9] and correlation [16]. The
number of atom 𝑗 and CNmax is the maximal coordination ReliefF method is more sensitive to feature interactions
of a given site found in the bulk material. and works by calculating the distances between training in-
In addition, the type of adsorption site was used as a stances and identifying the ’nearest hit’ and ’nearest miss’.
descriptor. For extended surfaces, the coverage of H atoms, It then adjusts the weights of the differing descriptors be-
the surface area per H atom and surface type were also used tween the target and nearest instances. The correlation
for learning. For nanoparticles, some descriptors relevant method evaluates the Pearson correlation coefficient [16]
Hydrogen on platinum Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
between the features and the target variable, without ac- The regression-tree models shown in Figure 3 have lower
counting for interactions between features. It gives scores accuracy and, consequently, are less reliable.
ranging from −1 to 1, with 1 being the highest correla- The ML models could be improved by expanding the
tion score, a score of −1 indicates anti-correlation, and 0 dataset or by calculating additional descriptors. For sur-
indicates no correlation. faces, more data can be obtained through calculations on
a wider variety of surface types and by accounting for dif-
3 Results and Discussion ferent surface defects. However, expanding the dataset for
3.1 nanoparticles is limited by their size, since DFT calcula- Machine-Learning Models
tions for larger particles are computationally too demand-
Supervised machine learning was performed using linear ing. Therefore, a larger number of different smaller particles
regression, random forest, and M5’ regression tree. The can be tested instead. Using more sophisticated descriptors
obtained Pearson’s correlation coefficients and root mean such as atom-centered symmetry functions, smooth overlap
squared errors (RMSE) between true and predicted values of atomic positions and many body tensor representation
are shown in Table 1. could also improve the results, but would require different
We can observe that not all ML models provide better sampling of adsorption structures. The use of transfer learn-
RMSE values compared to those calculated with a simple ing from pre-trained models based on chemical structures
arithmetic average, referred to as the default predictor. For could also lead to significant improvements. surfaces, linear regression and random forest perform the
best and yield similar results. The regression tree model 3.2 Feature Ranking performs the worst and has higher RMSE compared to
Feature ranking was performed for both surfaces and nanopar-
the default predictor. For nanoparticles, all methods yield
ticles, with the results presented in Figure 4. The ReliefF
errors close to those of the default predictor and correlation
and correlation importance criteria provide different rank-
coefficients bellow 0.5.
ings of features. For surfaces, the coordination number is
The obtained results indicate that with the selected
identified as the most relevant descriptor, followed by the
descriptors, the hydrogen adsorption energies are more
generalized coordination number. In contrast, for nanopar-
accurately predicted on surfaces, which are simpler as com-
ticles, the d-band center is the most important descriptor.
pared to nanoparticles. Surfaces have high symmetry and
Features describing the size of different nanoparticles show
only a handful of different adsorption sites, while nanopar-
lower relevance for predictions. The most relevant features
ticles have different shapes and sizes, consist of different
in both data sets describe the local environment of the
facets, and each nanoparticle has numerous different ad-
adsorption site, indicating the local nature of adsorption.
sorption sites. This gives a huge variety of adsorption sites
The importance of the d-band center is already well-
that can make the prediction of adsorption energies harder.
documented in the literature [14], as it correlates with
Considering the best models, the obtained adsorption
energies have an error of ± the reactivity of metals. As seen from the graphs, the d- 0.13 eV for surfaces and ±
0.22 eV
band center is not so strongly correlated with the hydrogen
for nanoparticles. Due to the exponential dependence of
binding energy on surfaces. This can be attributed to the
reaction rate and adsorption energy, even a small error in
fact that on a perfectly flat surface, all surface atoms have
adsorption energy hugely affects the reaction rate. Hence,
the same d-band center. In contrast, on nanoparticles, the
the models, particularly for nanoparticles, do not provide
d-band center varies for each adsorption site because the
sufficiently accurate results for any practical use.
atoms are not equivalent. Therefore, the d-band center is
The selected ML models also provide insights into the
expected to be more relevant for nanoparticles. For the
relations between the considered features and the target
ranking based on correlation, the calculated factors for the
variable. The linear regression model for nanoparticles
includes only the d-band center and a factor for the hollow
adsorption site, whereas the equation for surfaces is more
complex. It includes adsorption site, surface type, and both
coordination numbers. This indicates that for nanoparticles,
the d-band center is the most relevant factor, while for
surfaces, geometric factors exhibit greater predictive value.
Table 1: Pearson’s correlation coefficients (CC) and
root mean squared errors (RMSE) in eV units for
all three used ML methods. For comparison, RMSE
of the default predictor is also given.
surfaces Nanoparticles
CC RMSE CC RMSE
linear regression 0.71 0.13 0.38 0.22 Figure 3: Schematic representation the obtained
random forest 0.69 0.13 0.34 0.22 random-tree models for ideal surfaces and nanopar-
M5’ decision tree 0.49 0.19 0.34 0.22 ticles. Nodes are denoted with orange and the resulting
classes are represented with turquoise circles and in-
default predictor / 0.18 / 0.23 clude the number of data points in the class.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Gaˇ spariˇ c et al.
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SmartCHANGE Risk Prediction Tool: Demonstrating Risk
Assessment for Children and Youth
Marko Jordan Nina Reščič Sebastjan Kramar
Jožef Stefan Institute, Jožef Stefan Institute, Jožef Stefan Institute,
Department of Intelligent Systems Department of Intelligent Systems Department of Intelligent Systems
Ljubljana, Slovenia Jožef Stefan International Ljubljana, Slovenia
marko.jordan@ijs.si Postgraduate School sebastjan.kramar@ijs.si
Ljubljana, Slovenia
nina.rescic@ijs.si
Marcel Založnik Mitja Luštrek
Jožef Stefan Institute, Jožef Stefan Institute,
Department of Intelligent Systems Department of Intelligent Systems
Ljubljana, Slovenia Jožef Stefan International
marcel.zaloznik@ijs.si Postgraduate School
Ljubljana, Slovenia
mitja.lustrek@ijs.si
Abstract healthy lifestyle can improve physical, social, and mental well-
being, especially among youth, while mitigating the risks of
Non-communicable diseases (NCDs) have become a significant
NCD-related morbidity and mortality [15], [14], [5].
public health challenge in developed countries, driven by com-
Traditionally, clinical prevention strategies for NCDs have
mon risk factors such as obesity, low physical activity, and un-
been directed at adults, as the risk factors typically become ev-
healthy lifestyle choices. Early childhood and adolescence are
ident in adulthood. However, recent evidence suggests that fo-
crucial for establishing healthy behaviours, and early interven-
cusing interventions on children and adolescents can be a more
tion can play a crucial role in preventing or delaying the onset
effective strategy for reducing NCD risk through behaviour mod-
of NCDs later in life. However, current tools for identifying high-
ification [13]. While NCDs may not appear in childhood or ado-
risk individuals are primarily designed for adults, which results
lescence, early signs can alreadexistnt. Tackling risk factors and
in missed early detection opportunities in younger populations.
promoting healthy habits during these stages can prevent or de-
The SmartCHANGE project (https://smart-change.eu/) seeks to
lay NCDs later in life [12]. Childhood and youth are also crucial
bridge this gap by developing reliable AI tools that assess risk
periods for establishing healthy lifestyle habits. Since risk fac-
factors in children and adolescents as accurately as possible while
tors for NCDs often persist from childhood into adulthood [9],
promoting optimized risk reduction strategies.
early risk assessment and reduction of risk factors can potentially
In developing the risk assessment tool, we addressed the chal-
lower the incidence of NCD. Lastly, NCDs in youth are a signifi-
lenge of merging diverse datasets, predicting missing data to cre-
cant global health challenge, with nearly one in five adolescents
ate longitudinal datasets, implementing existing validated models
worldwide being overweight or obese [1].
for diabetes (QxMD) and cardiovascular disease (SCORE2), and
Identifying high-risk individuals for future health problems
ultimately creating a simple online application to demonstrate
is essential for targeted preventive interventions. Existing tools
the functionality of the developed risk tool.
focus mainly on adults [6], for instance predicting 10-year risk of
Keywords developing cardiovascular disseased [17] or diabetes [8], missing
the opportunity to identify high-risk individuals during child-
risk tool, dataset merge, neural networks, online application
hood and adolescence, a critical period for forming lifestyle habits.
However, recognition of health risks is not a trivial task. For
1 Introduction instance, only 35% of doctors in the UK are aware of the rec-
In developed countries, non-communicable chronic diseases (NCDs) ommendations for physical activity, and only 13% can specify
have emerged as the foremost public health challenge over recent the recommended weekly duration. Moreover, more than 80% of
decades. According to the World Health Organization (WHO), parents of inactive children incorrectly believe that their children
NCDs account for more than 70% of mortality in the European are sufficiently active [4]. Developing risk prediction tools for
region [18]. Common risk factors for NCD include obesity, poor children and youth would significantly improve NCD prevention
physical fitness, and unhealthy lifestyle habits such as inadequate and promote cost-effective strategies.
physical activity, sedentary behaviour, poor nutrition, insufficient This paper presents the development of an initial demo ap-
sleep, smoking, and excessive alcohol consumption. Embracing a plication of a risk assessment tool designed for children and
adolescents in the SmartCHANGE project [3] - merging datasets,
Permission to make digital or hard copies of all or part of this work for personal predicting missing data to build longitudinal datasets, and im-
or classroom use is granted without fee provided that copies are not made or
plementing existing validated models for diabetes (QxMD) and
distributed for profit or commercial advantage and that copies bear this notice and
cardiovascular disease (SCORE2) and finally, the application de-
the full citation on the first page. Copyrights for third-party components of this
work must be honored. For all other uses, contact the owner /author(s). velopment.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.scai.8844
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Trovato et al.
Table 1: Overview of Selected Datasets
Dataset Name SLOfit LGS YFS AFINA-TE
Country of Origin SI BE FI PT
Age Range 5 - 20 5 - 25 0 - 60 5 - 25
Longitudinal Study Yes Yes Yes No
# of Participants 280,165 17,991 3,596 1,632
# of Measurements 3,121,399 31,127 32,364 1,632
# of Variables 13 80 24 59
% of Missing Values 2.55% 16.25% 39.49% 33.53%
2 (a) Example of the datasets pre-imputation. Methodology
2.1 Datasets
To estimate the risk of non-communicable diseases in children,
ideally, one would need a dataset that tracks risk factors from a
young age (when the prediction is made) to an older age (when
these diseases typically emerge). Such comprehensive longitu-
dinal datasets would allow for accurate predictions of an indi-
vidual’s likelihood of developing a disease later in life based on
their early risk factors. However, such datasets are currently un-
available, so we must rely on a collection of partial and often
heterogeneous datasets.
In our study, we have chosen 16 types of variables that are
used by risk models SCORE2 [17] and QxMD [8]. The datasets
we were using are described in Table 1. The SLOfit program is a
school fitness monitoring initiative in Slovenia [11]. The Leuven (b) Example of the datasets post-imputation.
Growth Study (LGS)[2, 16] is a longitudinal study initiated in
1969 that evaluates physical fitness. The Cardiovascular Risk in Figure 1: The YFS dataset (blue) covers a broad range of vari-
Young Finns Study (YFS)[10], started in the late 1970s, focuses on ables across a wide age span but includes a relatively small
early cardiovascular disease risk factors. The AFINA-TE dataset number of participants. In contrast, the SLOfit dataset
[7] is part of an intervention program in Portugal designed to (green) has many participants but includes fewer variables
enhance physical fitness, activity, and nutritional knowledge over a shorter age span. In the first step, we imputed the
among children and adolescents. missing variables across the datasets (grey).
2.2 Data Imputation Through Datasets
The first step involved imputing missing values within each
dataset (see Figure 1 for representation). To guide this process,
we calculated the coverage for each variable. Initially, we used
only fully observed variables—such as height, weight, and sex—as
features in models to impute missing values for other variables.
The variables were imputed based on their coverage using ma-
chine learning on existing features. After this initial imputation
sweep, we had a complete, though potentially imperfect, dataset.
In the second sweep, we treated all columns as complete, incor-
porating the newly imputed values from the first sweep. This
allowed us to train models with a more comprehensive dataset,
improving the accuracy of the imputation. Figure 2: Longitudinal filling of the datasets.
2.3 Longitudinal Data Imputation
For instance, a vertical jump one standard deviation above the
In the second step, we employed a similar approach but focused
mean in the LGS dataset was considered equivalent to a stand-
on merging the datasets to fill the new merged dataset longitudi-
ing long jump one standard deviation above the mean in the
nally (see Figure 2 for representation). To maximize their overlap,
SLOfit dataset. After matching and standardizing the columns
we treated certain variables as equivalent—such as vertical jump
across datasets, we merged the individual datasets into a single,
from the LGS dataset and standing long jump from the SLOfit
comprehensive dataset and repeated the imputation process.
dataset.
With a merged dataset free of missing values, we built models
Since the raw values of these variables differ, we standardized
to predict attribute values at age 55—the oldest age supported
them by converting them to z-scores, which were calculated as
by our data—using values from age 14. Due to the lack of data
follows:
𝑣 𝑎𝑟 𝑖𝑎𝑏𝑙 𝑒 𝑚𝑒𝑎𝑛 covering the entire age range from 14 to 55, we approached this −
𝑧_𝑠𝑐𝑜𝑟 𝑒 . =
in two stages: predicting from age 14 to 18 and then from 18 to
𝑠𝑡 𝑎𝑛𝑑𝑎𝑟 𝑑_𝑑𝑒 𝑣𝑖𝑎𝑡 𝑖𝑜𝑛
Short title to put in the header Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
Ind. 18 Ind. 55 Pop.
Height [cm] 3.11 3.47 1.62
Weight [kg] 4.79 13.60 10.58
SBP [mmHg] 1.46 2.39 10.91
Total cholesterol [mmol/L] 0.05 0.10 0.64
HDL [mmol/L] 0.02 0.08 0.21
LDL [mmol/L] 0.05 0.17 0.51
Smoking [1-9] 1.01 1.72 2.26
Table 2: Mean absolute error for individual forecasting to
ages 18 and 55, and for population forecasting.
Figure 3: Population-based approach using z-scores.
with greater accuracy in this approach. In the future, we may
explore combining both methods or select the more accurate one
depending on the variable.
55. The models used were simple neural networks with a single
hidden layer.
This individual forecasting approach required available data 4 Demo Application
To show the general idea of the project, we constructed a demo
for the same person from the start to the end age. However,
application implemented with Python in the Dash framework.
since we had more data available for different people of various
ages, we also explored a population-based approach to forecast In the app, a user can specify the inputs (some inputs, such as
steroid use, were fixed to make the app more concise) to the
the typical evolution of each variable. While this method is less
personalized, it is also less prone to anomalies caused by atypical models, which in turn yielded two plots which showed how
the cardiovascular and diabetes risk evolved from the currently
individuals. In the population-based approach, we again used z-
scores, assuming that each person’s z-score remains constant. For selected age up to an age of an older adult, at age 55. In a different
plot, we also showed how a risk factor chosen changes over time.
example, if someone’s blood pressure is one standard deviation
below the mean at age 14, it is assumed to stay one standard
deviation below the mean at age 55 (see Figure 3). 4.1 Risk Prediction using Demo Application
The developed demo application interface offers a dynamic tool
2.4 Risk Models for visualizing health risks based on various user-input parame-
ters used in risk models (Figure 4). By allowing users to adjust
The SCORE2 and QxMD models were used in the application
these parameters, the dashboard generates real-time projections
to assess cardiovascular disease and type 2 diabetes risk. These
of two key risk metrics: a 10-year cardiovascular risk score and
models were chosen for their validity, robustness and effective-
a 10-year risk of developing diabetes. These risks are shown in
ness in predicting these chronic conditions. By incorporating
two line graphs, illustrating how these conditions’ probability
both, healthcare practitioners can comprehensively evaluate car-
evolves with age. Additionally, the dashboard includes a feature
diometabolic risk factors, aiding in well-informed patient man-
that tracks the progression of a selected health parameter (BMI,
agement and intervention decisions.
systolic blood pressure, total cholesterol, HDL) over time, provid-
The SCORE2 model, developed by the European Society of
ing insight into how this factor might change as the individual
Cardiology, estimates the risk of cardiovascular events over ten
ages. The developed tool intuitively explains how lifestyle and
years. It calculates the risk score by incorporating variables such
physiological factors contribute to long-term health risks, offer-
as age, sex, smoking status, blood pressure, and lipid profile. Ad-
ing valuable insights for clinical decision-making and personal
ditionally, SCORE2 considers regional variations in risk factors,
health management.
providing more accurate predictions tailored to specific popula-
tions [17].
The QxMD Diabetes Risk Calculator, a comprehensive clinical 4.2 Further Development of the Application
decision support tool, is employed to evaluate the risk of devel- The current version of the demo application is developed based on
oping type 2 diabetes mellitus. This model integrates risk factors, the data and models currently available. However, there remains
including age, BMI, family history, physical activity level, and an open question regarding the specific needs and preferences of
dietary habits, to estimate an individual’s diabetes risk [8]. the medical experts who will ultimately use the final application.
To address this, we plan to present the current version to these
3 Evaluation experts and, based on their feedback, refine and enhance the
application in subsequent iterations.
Table 2 presents the cross-validated evaluation results of our
forecasting models. As anticipated, the errors in the first stage
of individual forecasting are shallow due to the relatively short 5 Conclusion
period. The emistakesin the second stage are higher but still con- The SmartCHANGE project represents a significant step toward
sidered acceptable, with the notable exceptions of weight and improving the early detection and prevention of non-communicable
smoking. We hypothesize that the high variability during puberty, diseases (NCDs) in children and youth. While the tool presented
which many adolescents experience around age 14, complicates in this paper is a demo version demonstrating some basic func-
accurate weight forecasting. In population forecasting, the errors tionalities, our future work will focus on developing a more
are generally more significant, which aligns with the less per- comprehensive web application for medical professionals and a
sonalized nature of this method. However, weight is forecasted mobile application for families. We also plan to enhance the tool
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Trovato et al.
Figure 4: The figure is a dashboard interface that allows users to input various health-related parameters and observe the
evolution of associated risks over time.
by replacing the current SCORE2 and QxMD risk models with cardiovascular risk: a report of the american college of cardiology/american
heart association task force on practice guidelines. , 129, 25, (June Circulation
more advanced models—Test2Prevent for diabetes and Healthy
2014), S49–S73.
Heart Score for cardiovascular disease—incorporating features
[7] Noelia González-Gálvez, Jose Carlos Ribeiro, and Jorge Mota. 2022. Car-
related to diet and physical activity. Additionally, the application diorespiratory fitness, obesity and physical activity in schoolchildren: the
effect of mediation. International journal of environmental research and public
will be updated to meet medical experts’ needs based on their
health, 19, 23, 16262–16270. ObjectType-Article-1. doi: 10.3390/ijerph19231
feedback. 6262.
[8] S. J. Griffin, P. S. Little, C. N. Hales, A. L. Kinmonth, and N. J. Wareham.
Acknowledgements 2000. Diabetes risk score: towards earlier detection of type 2 diabetes in general practice. Diabetes/Metabolism Research and Reviews , 16, 3, 164–171.
This work was carried out as a part of the SmartCHANGE project, [9] D. R. Jacobs, J. G. Woo, A. R. Sinaiko, S. R. Daniels, J. Ikonen, and M. Juonala.
2022. Childhood cardiovascular risk factors and adult cardiovascular events.
which received funding from the European Union’s Horizon Eu- New England Journal of Medicine, 386, 19, (May 2022), 1765–1777.
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[11] Gregor Jurak et al. 2020. Slofit surveillance system of somatic and motor
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[12] H. C. Jr McGill, C. A. McMahan, E. E. Herderick, G. T. Malcom, R. E. Tracy,
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Predicting Mental States During VR Sessions Using Sensor Data
and Machine Learning
∗
Emilija Kizhevska Mitja Luštrek
emilija.kizhevska@ijs.si mitja.lustrek@ijs.si
Jožef Stefan Institute Jožef Stefan Institute
Jožef Stefan International Postgraduate School (IPS) Jožef Stefan International Postgraduate School (IPS)
Ljubljana, Slovenia Ljubljana, Slovenia
Abstract VR creates an immersive environment that enhances empathy
by allowing users to experience different perspectives and engage
Empathy is a multifaceted concept with both cognitive and
emotionally. VR is effective for empathy training and is referred
emotional components that plays a crucial role in social
to as ’the ultimate empathy machine’ [1, 11] for various reasons:
interactions, prosocial behavior, and mental health. In our
1) Immersive Experience: Provides a strong sense of presence,
study, empathy and general arousal were induced via VR,
helping users adopt new viewpoints [15]. 2) Perspective-Taking
with physiological signals measured and ground truth collected
and Emotional Engagement: Simulates realistic scenarios to
through questionnaires. Data from over 100 participants were
provoke emotional responses and understanding [19]. 3) Empathy
collected and analyzed using multiple machine learning models
Training: Effective in healthcare, education, and diversity training
and classification algorithms to predict empathy based on
by challenging preconceptions and deepening emotional insights
physiological responses. We explored different data balancing
[16]. 4) Ethical Considerations: Ensures respectful use of VR,
techniques and labeled data in multiple ways to enhance
balancing immersive experiences with participants’ well-being
model performance. Our results show that they are effective in
[2].
detecting general arousal, empathy, and differentiating between
The objective of this study was to examine how participants’
non-empathic and empathic arousal, but the models encountered
empathy correlates with changes in their physiological metrics,
difficulties with precise emotion detection. The dataset extracted
measured using sensors such as inertial measurement unit (IMU),
at 5-second intervals and models using Random Forest and
photoplethysmograph (PPG), and electromyography (EMG).
Extreme Gradient Boosting showed the best performance. Future
Participants were immersed in 360° VR videos featuring actors
work will focus on refining emotion detection through advanced
displaying various emotions (sadness, happiness, anger, and
modeling techniques and investigating gender differences in
anxiety) and reported their empathetic experiences via brief
empathy.
questionnaires. Using data from these sensors and questionnaires,
Keywords machine learning models were developed to predict empathy
scores based on physiological responses during the VR sessions
VR, mental states, machine learning, sensor data
[9].
1 Introduction
2 Materials and Data Collection Process
Empathy is a multifaceted concept explored across various fields,
including psychology, neuroscience, and sociology. Though no 2.1 Materials and Setup for Empathy
universal definition exists, empathy is generally understood to Elicitation in VR include both cognitive (understanding another’s perspective)
To elicit empathy, we immersed participants in a 360º and 3D
and emotional (experiencing another’s feelings) components [8].
virtual environment, as VR has proven more effective than
Our research defines empathy as the ability to model others’
methods like 2D videos, workshops, or text-based exercises [8,
emotional states and respond sensitively while recognizing the
13, 17, 20]. We used videos featuring actors expressing four
self-other distinction [14].
emotions—happiness, sadness, anger, and anxiousness—without
There is no "golden standard" for measuring empathy
additional content to avoid confounding factors [2]. Recognizing
[10], with methods varying from self-report questionnaires
the impact of understanding emotional context, an audio
to psychophysiological measures like heart rate and skin
narrative version was also created, followed by a corresponding
conductance. Each method has its pros and cons, often leading
video (50-120 seconds). To ensure gender balance, we recorded
to a combination of approaches for a comprehensive assessment.
videos with two male and two female actors. Five versions were
Psychophysiological measures offer objective data but face
developed: four with narratives (two male, two female) and one
challenges due to individual variability and non-empathetic
non-narrative, where all emotions are portrayed by all actors
factors. Our study addresses these issues by using machine
without accompanying narratives. The non-narrative version
learning to directly measure empathy from physiological signals,
allows gradual transitions between emotions, making it suitable
offering a novel approach.
for participants of all linguistic backgrounds.
Additionally, a 2-minute forest video ("The Amsterdam Forest
Permission to make digital or hard copies of all or part of this work for personal
in Springtime") was included at the start to establish a relaxed
or classroom use is granted without fee provided that copies are not made or
baseline and a roller coaster video ("Official 360 POV - Yukon
distributed for profit or commercial advantage and that copies bear this notice and
the full citation on the first page. Copyrights for third-party components of this Striker-Canada’s Wonderland") at the end to control for work must be honored. For all other uses, contact the owner /author(s).
non-empathic arousal. Both videos were sourced from YouTube.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
Participants completed trait empathy questionnaires (QCAE)
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.scai.9356 [14] and, after each emotion-specific video, provided feedback
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia E.Kizhevska et al.
Figure 1: The best accuracies for each group of models, developed using datasets extracted at two different frequencies and
various data balancing techniques, presented for all the labeling schemes
on their empathic state (State Empathy Scale) [18], arousal and 3 Methodology
valence levels (SAM) [3], and personal distress (IRI) [5]. Each VR 3.1 Preprocessing session lasted around 20 minutes to minimize VR sickness, with
Since all the features or insights are numeric, except for the
participants viewing one of five versions.
feature "Expression/Type," which has three values—smile, frown,
Sensor data were collected using the emteqPRO system
and neutral—we applied one-hot encoding, a technique used in
attached to the Pico Neo 3 Pro Eye VR headset, including EMG
data preprocessing where categorical (non-numeric) variables
for facial muscle activation, PPG for heart rate, and IMU for head
are transformed into a numerical format. Each unique value in
motion tracking. The device uses an internal clock as well [12].
the original non-numeric feature is transformed into a separate
binary (0 or 1) feature.
Next, because missing values represent less than 1% of the total
2.2 Dataset Description data for each participant, they were filled in using the average
In this research, we used convenience sampling to recruit of each feature’s values. Scaling the values in the descriptive
participants from the general public without a specific selection features between 0 and 1 was the final step in the preprocessing
pattern. Participants were invited from various sources, including process.
Jožef Stefan Institute employees, university students, and
the general public. Invitations were sent verbally or in
writing. Data collection concluded with 105 participants, 3.2 Feature Engineering
averaging 22.43 ± 5.31 years (range 19–45), with 75.24% Since features were provided at intervals ranging from 1 second
identifying as female. Participants had diverse educational and to 500 milliseconds, we divided the data into two windows: one
professional backgrounds. Additionally, ethical clearance for of 5 seconds and one of 500 milliseconds. For each window,
this study was obtained from the Research Ethics Committee we computed features from the 22 insights across the seven
at the Faculty of Arts, University of Maribor, Slovenia modules, as well as from the features for head activity and
(No. 038-11-146/2023/13FF UM). Furthermore, written informed facial muscle electrodes, deriving a total of 108 new features,
consent was obtained from the actors prior to recording. including minimum, maximum, average, and standard deviation
The EmteqPRO system not only provides raw sensor data for each original feature or insight. Additionally, the features for
but also generates derived variables through the Emteq Emotion head activity and facial muscle electrodes were used to define
AI Engine, which utilizes data-fusion and machine learning to ’Expression/Type,’ and the time and row index were used as
analyze multimodal sensor data and assess the user’s emotional provided. However, the row index was disregarded further in the
state. This system provides a file with 29 derived features, called study.
affective insights for each recording: 7 features for heart-rate We labeled the dataset in six different ways: 1) as a binary
variability (HRV) and 3 for breathing rate; 2 features for facial classification aiming to detect empathic arousal, comparing
expressions; 4 features for arousal and 4 for valence; 1 feature for empathic parts with the forest part of the video, while excluding
facial activation; and 1 feature for facial valence. Additionally, the non-empathic content of the roller coaster video; 2) as a
head activity is tracked, reflecting the percentage of the session binary classification using the forest and roller coaster, aiming to
with head movement. Dry EMG electrodes on facial muscles such detect non-empathic arousal; 3) again, as a binary classification,
as the zygomatic, corrugator, frontalis, and orbicularis provide but including only empathic parts and the roller coaster, aiming
four more features, each representing muscle activation as a to distinguish between empathic and non-empathic arousal, and
percentage of maximum activation observed during calibration. examining the differences in physiological responses between
The data also includes the time elapsed since the start of the empathic content and non-empathic arousal-inducing content,
recording and the row index. such as the roller coaster video; 4) aiming to detect arousal in
Predicting Mental States, VR Sessions, Sensor Data and ML Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
general, regardless of whether it is empathic or non-empathic, activation of particular muscles from the calibration session,
by splitting the entire dataset into two classes: the forest and especially the zygomaticus and orbicularis muscles—were also
everything else, including empathic parts and the roller coaster; highly correlated.
5) into three classes: treating the chunks of the roller coaster and Regarding the labeling schemes, we can conclude the
forest as separate classes and grouping all the empathic parts into following: 1) We can detect empathic arousal with confusion
one class, without differentiating between the different emotions. matrices that show a relatively good distribution of correct
The goal is to distinguish among no-arousal, empathic arousal, predictions across both classes and high accuracies for most
and non-empathic arousal; 6) with the average of participants’ of the developed models; 2) We can detect non-empathic
answers to the state empathy questions for each part of the video, arousal, with almost every developed model achieving a balanced
with each part of the empathic content considered a separate accuracy higher than 60%, reaching up to 78%, and a reasonable
chunk. Additionally, there are two other classes: the forest and balance between classes, indicating satisfactory classification
the roller coaster. The aim is to detect the level of empathy performance; 3) We can even distinguish between empathic and
participants experience during the session. We also included each non-empathic arousal with balanced accuracy of 79%; 4) We can
participant’s ID, intending to later use it for model evaluation detect arousal in general, again with high accuracies and balanced
with the ’leave-one-subject-out’ technique. classes; 5) We can distinguish to some extent among no-arousal,
empathic arousal, and non-empathic arousal; 6) However, it is
4 Experiments and Results currently very challenging to detect the precise level of empathy
4.1 participants are feeling during the session using these methods, Experimental setup
and to determine whether they are empathizing by mirroring
To build models for predicting a participant’s state empathy
emotions or experiencing something different while observing
during the VR session, we used six different classification
specific emotions. The best we can detect in this regard is up
algorithms: Gaussian Naive Bayes, Stochastic Gradient Descent
to 28% balanced accuracy, with confusion matrices showing a
Classifier, K-Nearest Neighbors Classifier, Decision Tree
relatively balanced performance across multiple classes, with a
Classifier, Random Forest Classifier, and Extreme Gradient
good number of correct classifications, particularly in the more
Boosting Classifier. The balanced accuracy score was used as
frequent classes.
an evaluation metric to assess the classification models for
Regarding the two window sizes, both models showed similar
predicting participants’ state empathy. This metric evaluates the
class balance and balanced accuracy scores. However, the dataset
overall balanced accuracy of the model by calculating the average
extracted at 5-second intervals performed slightly better. Using
of recall obtained on each class. Additionally, we used a confusion
this dataset, false positives and false negatives were reduced more
matrices to evaluate the performance of the classification models
effectively. This led to more reliable classification performance,
by comparing the actual and predicted labels.
especially in terms of precision and recall, despite the smaller
For model evaluation, we used a Leave-One-Subject-Out
scale. Thus, the models developed using the 5-second interval
cross-validation setup, where each subject is a unique participant
dataset generally performed better, showing more effective
identified by their ID.
classification and fewer errors. The simpler confusion matrix
Because the labeling schemes 2, 3, 5, and 6 are not balanced
and potentially better handling of fewer classes suggest that it
(with the 80% of the majority class), we conducted four
performs better in practical terms (Figure 2, Figure 1).
experiments for each developed model: 1) applying the Synthetic
Regarding the data balancing techniques, the undersampling
Minority Over-sampling Technique (SMOTE) to create synthetic
technique never produced the best results. For the dataset
samples for the minority class to balance the dataset; 2) using
extracted at 500 ms intervals, using the SMOTE oversampling
the RandomUnderSampler (RUnderS) method to randomly select
technique and SMOTETomek yielded the best results. For the
samples from the majority class, thereby reducing their count
dataset extracted at 5-second intervals, using the entire dataset
and balancing the dataset; 3) using SMOTETomek, a combination
yielded the best results, although models developed using
of SMOTE for oversampling and Tomek links for undersampling,
SMOTETomek yielded slightly lower results in each combination
which targets both the minority and majority classes; and 4) using
of different labeling schemes.
the dataset as it is, without any undersampling or oversampling.
Regarding the classification algorithms, Gaussian Naive Bayes
performed the worst in terms of balanced confusion matrices,
4.2 Results while Random Forest Classifier and Extreme Gradient Boosting
Including models developed by six different classification performed the best across all combinations, with Random Forest
algorithms on two distinct datasets—with two different window Classifier showing slightly better results for most combinations
sizes—and utilizing four different data balancing techniques: (Figure 2, Figure 1).
undersampling, oversampling, combination techniques, and the
dataset in its original form, along with six different labeling
schemes, we obtained 288 unique confusion matrices and
corresponding accuracies for each combination. 4.3 Conclusion
We ran a correlation matrix, which revealed that the highest In this study, we define the entire plan for developing materials,
correlation with the state empathy feature was found with methods, and environments to evoke and measure the level of
the derived maximum and minimum values from the mean empathy. We started by defining the videos and the session,
heart rate, the derived maximum and minimum values from creating or selecting questionnaires for later use as ground truth,
the arousal class feature, and the average of the arousal class writing the narratives, recording the VR videos, and then editing
— the insight, which can be -1 (low), 0 (medium), or 1 (high). and preparing them for use. Additionally, we collected a dataset
The derived standard deviation, maximum, and minimum values from over 100 participants, which we filtered, preprocessed, and
from the activation—expressed as a percentage of the maximum prepared for feature engineering and analysis.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia E.Kizhevska et al.
Figure 2: The best confusion matrices for each group of models, developed using dataset extracted at a 5s window size and
various data balancing techniques, shown for all labeling schemes
We conducted and analysed four groups of experiments, empathy-related abilities using body ownership illusions in embodied
virtual reality. , 5, 326671. Frontiers in Robotics and AI
totaling 288 combinations, where we developed models using
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Learning empathy through virtual reality: multiple strategies for training
Biomarker Prediction in Colorectal Cancer Using Multiple
Instance Learning
Miljana Shulajkovska∗ Matej Jelenc
miljana.sulajkovska@ijs.si jelenc11matej@gmail.com
Jožef Stefan Institute Jožef Stefan Institute
Ljubljana, Slovenia Ljubljana, Slovenia
Jitenndra Jonnagaddala Anton Gradišek
jitendra.jonnagaddala@unsw.edu.au anton.gradisek@ijs.si
School of Population Health, Faculty of Medicine and Jožef Stefan Institute
Health Ljubljana, Slovenia
Syndey, Australia
Abstract Deep learning methods have emerged as a promising non-
Microsatellite instability (MSI) is a crucial biomarker in colorec- invasive alternative for MSI prediction by analysing whole slide
tal cancer, guiding personalised treatment strategies. The focus images (WSIs) of histopathological samples. These models can
of our paper is on evaluating how different state-of-the-art pre- detect patterns linked to MSI, eliminating the need for genetic
trained artificial intelligence models perform in extracting fea- testing. WSIs provide a comprehensive view of tumor histology,
tures on molecular and cellular oncology (MCO) study dataset offering a faster, less invasive, and more accessible means of
to predict biomarkers. In this study, we present an advanced diagnosis.
approach for MSI prediction using multiple instance learning on Integrating deep learning into clinical practice can improve
whole slide images. Our process begins with comprehensive pre- early MSI detection, personalise treatment, and reduce invasive
processing of WSIs, followed by tessellation, which breaks down procedures. WSI-based methods streamline diagnostics and en-
large images into manageable tiles. State-of-the-art feature ex- hance cancer care with accessible predictive analytics.
traction techniques are utilised on these selected tiles, employing To manage these challenges, WSIs are often divided into smaller
pretrained models to capture rich, discriminative features. Vari- regions or patches. A common method to address these issues
ous aggregation methods are applied to combine these features, is Multiple Instance Learning (MIL) [3, 8]. Due to the vast size
leading to the prediction of MSI status across the entire slide. of WSIs, computational resources can be easily overwhelmed,
We assess the performance of different pretrained models within making MIL an essential approach. MIL is a machine learning
this framework, demonstrating their effectiveness in accurately technique that operates on sets or "bags" of instances, where the
predicting MSI, with results showing an AUROC of 0.91 on the label is assigned to the entire bag rather than individual instances.
MCO dataset. Our findings underscore the potential of multiple This is particularly advantageous in WSI analysis, where labels
instance learning-based approaches in enhancing biomarker pre- such as MSI status apply to the entire slide, which is composed
diction in colorectal cancer, contributing to more targeted and of numerous smaller regions or patches.
effective treatment strategies. In this context, [4] demonstrates state-of-the-art (SOTA) re-
sults in predicting MSI in colorectal cancer. Their workflow uti-
Keywords lizes the Swin-T model on small datasets to predict MSI. First, a pretrained tissue classification model is employed to filter out multiple instance learning, whole slide images, colorectal cancer, non-tissue patches, followed by fine-tuning a pretrained model biomarker prediction to classify the remaining patches. Both intra-cohort and exter-
1 Introduction nal validation are performed. When trained on the MCO dataset
(N=1065), the model achieved a mean AUROC of 0.92 ± 0.05 for
MSI is a crucial biomarker in colorectal cancer (CRC) that indi- MSI prediction. Similarly, [11] employs a transformer-based ap-
cates defects in the DNA mismatch repair system, leading to a proach for large-scale multi-cohort evaluation, involving over
high mutation rate within tumor cells. MSI status has significant 13,000 patients for biomarker prediction, achieving a negative
clinical implications, influencing treatment decisions, particularly predictive value of over 0.99 for MSI prediction. When trained
the use of immunotherapy, and providing prognostic information. and tested only on a single cohort (MCO), the model achieved
Traditionally, MSI is determined through laboratory tests such as an AUROC of 0.85. While [4] achieved promising results on the
PCR-based assays or immunohistochemistry (IHC) on tumor tis- MCO dataset using an additional tissue classifier, we obtained
sue samples, which require invasive biopsy procedures. However, comparable performance without the need for tissue classifica-
these methods can be time-consuming, costly, and dependent on tion. On the other hand, [11] used a multicentric cohort, which
the availability of sufficient tissue samples. demands additional computational resources. In comparison to
their results on the MCO dataset, we achieved a 6% improvement
Permission to make digital or hard copies of all or part of this work for personal using a smaller dataset.
or classroom use is granted without fee provided that copies are not made or In this study, we leverage MIL to process WSIs for the pre-
distributed for profit or commercial advantage and that copies bear this notice and diction of MSI in CRC. By testing SOTA models on the MCO
the full citation on the first page. Copyrights for third-party components of this
work must be honored. For all other uses, contact the owner/author(s). dataset, we aim to assess their performance in MSI prediction
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia using MIL. This approach not only highlights the potential of MIL
© 2024 Copyright held by the owner/author(s). in processing complex, unannotated WSIs but also contributes
https://doi.org/10.70314/is.2024.scai.9705
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Miljana Shulajkovska, Matej Jelenc, Jitenndra Jonnagaddala, and Anton Gradišek
to the broader goal of improving biomarker prediction in CRC, where 𝑤 and 𝑉 are trainable parameters.
ultimately supporting more personalized and effective treatment This approach allows the model to dynamically focus on the
strategies. most relevant patches, leading to more accurate MSI predictions.
The paper is organised as follows: Section 2 outlines the meth- Another technique similiar to attention is DSMIL [7] or a dual
ods used in the pipeline, Section 3 provides a description of the stream aggregator, consisting of two branches, employing both an
data, Section 4 presents the results, and Section 5 discusses the 𝐿 ×1 instance classifier and a bag classifier. Let ℎ 𝑖 ∈ R be a feature
findings and potential directions for future work. embedding, and 𝐵 = {ℎ 0, ..., ℎ𝑛 } a bag of embeddings. The first
2 Methods stream uses an instance classifier, followed by a max-pooling
operation to obtain a score 𝑐𝑚 (𝐵) and the critical embedding ℎ𝑚.
This section outlines the pipeline for MSI prediction, as illus- The second stream aggregates the embeddings into a single bag
trated in Figure 1. The process begins with the preprocessing embedding which is then passed through a bag classifier:
of WSIs, including tessellation into smaller patches. Next, SOTA 𝑛−1 ∑︁
pretrained models are employed to extract features from these 𝑐 , ℎ 𝑏 ( 𝐵 ) = 𝑊 𝑈 𝑏 ( ℎ 𝑖𝑚)𝑣𝑖
patches. These models, trained on large and diverse datasets, 𝑖
capture rich and discriminative features crucial for accurate MSI Where 𝑊 𝑣 𝑏 is a weight vector for classification,𝑖 an information
prediction. Finally, aggregation techniques are applied to com- vector and 𝑈 is a distance measurement between an arbitrary
bine the information from the patches, enabling precise MSI embedding and the critical embedding:
concise explanation of these individual processes. 𝑈 (ℎ𝑖 , ℎ𝑚 ) = Í𝑛= 1 , 𝑞𝑚 exp status prediction for the entire slide. Each subsection provides a exp(⟨𝑞𝑖, 𝑞𝑚 ⟩)
𝑘= (⟨𝑞 ⟩) 0
𝑘
2.1 Preprocessing where is a query vector. Both 𝑞𝑖 and 𝑣𝑖 are calculated by:
WSIs are first tessellated into smaller, more manageable patches 𝑞𝑖 = 𝑊𝑞ℎ𝑖, 𝑣𝑖 = 𝑊𝑣ℎ𝑖, 𝑖 = 0, ..., 𝑛 − 1
to facilitate further processing. This step involves dividing the where 𝑊𝑞 and 𝑊𝑣 are weight matrices. The final prediction is
large images into smaller regions using the tiatoolbox presented given by:
in [9]. Non-informative tissue patches are removed to ensure the 1
analysis focuses solely on relevant tissue areas. 𝑐 𝐵 𝑐𝑚 𝐵 𝑐 𝐵 𝑏 ( ) = ( ( ) + ()) 2
Specifically, patches that are out of bounds—where only a The last approach for feature aggregation reviewed in this
portion contains actual image data and the remainder consists of paper is TransMIL, as proposed in [10], a Transformer based
padding—are discarded. Patches that consist entirely of tissue are aggregation method, which unlike the afore-mentioned methods,
retained for subsequent analysis. This preprocessing step ensures takes into account spatial information as well. By treating a
that only informative and relevant patches are used for feature bag of embeddings as a sequence of tokens, TransMIL uses a
extraction and MSI prediction. novel TPT module made up of two Transformer layers and a
2.2 Feature Extraction Methods position encoding layer, where Transformer layers are designed
for aggregating morphological information and Pyramid Position
Since only WSI-level annotations are available, several pretrained Encoding Generator (PPEG) which encodes spatial information,
feature extraction models - UNI [1], ProvGigaPath [13], Phikon followed by a multi-layer perceptron (MLP) which classifies the
[2] and CTransPath [12] - are applied to patches, removing bag.
the need for detailed patch-level labeling. These SOTA models, 2.4 MSI Classification trained on large datasets, can capture complex and discrimina-
tive features essential for accurate biomarker prediction. The The aggregation step produces a single feature vector F, which
extracted feature embeddings are then used as input for the ag- encapsulates the most informative characteristics of the entire
gregation and classification stages, laying the foundation for slide. This aggregated feature vector F is then passed through
precise MSI status prediction. For technical details about these one or more fully connected (dense) layers. These layers apply
models, see Table 1. learned weights and biases to the features to transform them
2.3 Aggregation Methods into a form that is more suitable for classification. The output of
the fully connected layer is often passed through an activation
After feature extraction, we apply aggregation techniques to function, such as a sigmoid or softmax, depending on whether
combine patch-level features into a slide-level representation. the classification task is binary (microsatellite instability MSI vs.
Traditional pooling methods like max-pooling and mean-pooling microsatellite stability MSS) or multi-class. For MSI prediction,
provide straightforward approaches. a sigmoid function is typically used, outputting a probability
However, these methods are limited by their lack of trainability. value between 0 and 1. The final output of the model is a single
In recent years, attention-based pooling or ABMIL became a probability value indicating the likelihood of the slide being MSI.
popular technique that adresses this issue [6]. ABMIL assigns a A threshold (e.g., 0.5) is applied to this probability to make a
weight binary decision. 𝛼 𝑖 to each patch’s feature vector, reflecting its importance:
∑︁ 3 Data
𝐹 𝛼 𝑓 =
𝑖 𝑖
𝑖 𝑃 ∈ For this paper the MCO study [5] was used for training and test-
The attention scores ing. The MCO study collection contains 1,500 digitized whole 𝛼 𝑖 are computed as:
slide images (WSIs) of colorectal cancer tissues. Conducted by
exp ⊤ ( tanh( )) the Molecular and Cellular Oncology (MCO) Study group from 𝑤 𝑉 𝑓𝑖
𝛼𝑖 Í = ⊤ 𝑤 ∈ 𝑘 𝑃 exp ( tanh(𝑉 𝑓𝑘 )) 1994 to 2010, this study systematically gathered tissue samples Biomarker Prediction in CRC Using MIL Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
Figure 1: General architecture: multiple-instance learning approach.
feature extractor architecture dataset embedding size
Mass-100k: in-house histopathology slides from
MGH and BWH, and external slides from
UNI [1] ViT-large, DINOv2, 16 heads 1024
the GTEx consortium containing >100M images,
derived from >100,000 WSIs across 20 major tissue types
Prov-Path: dataset from Providence,
ProvGigaPath [13] ViT-large, DINOv2, 24 heads a large US health network comprising 28 cancer centres, 1536
consisting of 1,3B images from 171,189 WSIs
PanCancer40M: dataset from TCGA,
Phikon [2] ViT-large, iBOT combining MIM and CL covering 13 anatomic sites and 16 cancer subtypes, 768
consisting of 43,4M images from 6,093 WSIs
dataset from TCGA and PAIP,
CTransPath [12] CNN with multi-scale Swin Transformer 768
consisting of 15M images from 32,220 WSIs
Table 1: Technical details about the pretrained feature extraction models.
and clinical data from over 1,500 patients who underwent col- Three feature aggregation methods—ABMIL, DSMIL, and Trans-
orectal cancer surgery. Each slide, representing a typical tumor MIL—were applied to the extracted features to generate a single
section, is stained with Hematoxylin and eosin and scanned at representative feature for each WSI. Following aggregation, a
a 40x objective, achieving a resolution of 0.25 mpp comparable simple neural network with a sigmoid activation function and a
to an optical microscope (∼100,000 dpi). The total data size is threshold of 0.5 was used to classify MSI and MSS.
approximately 3 Terabytes, and the collection is available on the Each aggregation model was then trained for each feature
Intersect Australia RDSI Node. extraction method on each fold, with training being conducted
over 50 epochs using the AdamW optimiser and the 1-cycle
learning rate scheduler to adjust the learning rate as models
4 Results approached convergence. Binary cross-entropy (BCE) was used
as the loss function. After each epoch, model performance was
The dataset used in this study comprised 996 whole slide images evaluated on the validation set using the AUROC metric to select
(WSIs), with 242 labeled as MSI and 754 as MSS. To evaluate the best checkpoint, as most models tended to overfit toward the
the performance of various aggregation methods, models were end of training. The selected checkpoints were then tested to
trained using 5-fold cross-validation, which ensured robust train- calculate the mean AUROC across all folds.
ing and validation. To create a balanced testing set of 96 samples, Results are presented in Figure 2a. The best performance was
20% of positive (MSI) samples and an equal number of negative achieved using the DSMIL aggregation method with the ProvGi-
(MSS) samples were randomly excluded. The remaining data was gaPath feature extractor, yielding an AUROC of 0.91 ± 0.01. The
split into five equally balanced parts for cross-validation, with ABMIL method performed best with the Phikon and UNI extrac-
each fold consisting of 180 samples in the validation set and 720 tors, achieving AUROCs of 0.91 ± 0.02. Finally, the TransMIL
samples in the training set. method combined with ProvGigaPath resulted in an AUROC
WSIs were then preprocessed into bags, each containing ap- of 0.90 ± 0.01. Additionally, statistical analysis was performed,
proximately 2,000 to 4,000 patches. Each patch was then con- specifically, the Wilcoxon signed-rank test, which yielded an
verted into feature embeddings using four different feature ex- average p-value of 0.446, showing a relatively insignificant dif-
traction methods: Phikon, CTransPath, ProvGigaPath, and UNI. ference in performance of different feature extraction methods,
Specifically, CTransPath and Phikon produced embeddings with as expected. 768 features, UNI with 1024 features, and ProvGigaPath with
1536 features.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Miljana Shulajkovska, Matej Jelenc, Jitenndra Jonnagaddala, and Anton Gradišek
(a) ABMIL (b) DSMIL (c) TransMIL
Figure 2: Predictive performance of 5-fold cross-validation of different feature extractors and aggregation methods. AUROC
plots for prediction of MSI/MSS status. The true positive rate represents sensitivity and the false negative rate represents
1-specificity. The shaded areas represent the standard deviation (SD). The value of the lower right each plot represents
mean AUROC ± SD.
5 Discussion and Conclusion better capture the complex relationships between patches within
n this study, we explored the potential of MIL combined with a WSI. Advanced methods may help in refining the prediction
SOTA pretrained models for predicting MSI in colorectal cancer. process, leading to further improvements in model performance.
Our results indicate that the approach is highly effective, achiev- Overall, our study demonstrates the potential of MIL-based ap-
ing an AUROC of 0.913 on the MCO dataset. This is a notable proaches in enhancing biomarker prediction in colorectal cancer,
achievement, particularly when compared to previous studies, paving the way for more personalized and effective treatment
such as [4] and[11], which reported AUROCs of 0.92 and 0.85, strategies.
respectively, on the same dataset. Our results not only validate References the effectiveness of our approach but also suggest that the careful
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Feature-Based Emotion Classification Using Eye-Tracking Data
Tomi Božak Mitja Luštrek Gašper Slapničar
tb85088@student.uni- lj.si mitja.lutsrek@ijs.si gasper.slapnicar@ijs.si
Jožef Stefan Institute Jožef Stefan Institute Jožef Stefan Institute
Ljubljana, Slovenia Jožef Stefan International Ljubljana, Slovenia
Postgraduate School
Ljubljana, Slovenia
Abstract [8, 12]. We hypothesized that eye-tracking data is a valuable
modality for multi-modal emotion recognition on its own, with
The field of emotion recognition from eye-tracking data is well-
potential applications in real-world scenarios like office work,
established and offers near-real-time insights into human affec-
driving, and psychological assessments, as well as in estimat-
tive states. It is less obtrusive than some other modalities, such
ing well-being. Our motivation was to explore eye-tracker-based
as electroencephalogram (EEG), electrocardiogram (ECG) and
predictive models as an essential component in such practical
galvanic skin response (GSR), which are often used in emotion
applications.
recognition tasks. This study examined the practical feasibility of
The primary objective of our study was to validate existing
emotion recognition using an eye-tracker with a lower frequency
findings on the performance of classical ML models for emotion
than that typically employed in similar research. Using ocular
classification from eye-tracking data, using the models – Support
features, we explored the efficacy of classical machine learning
Vector Machine (SVM) and k-Nearest Neighbors (KNN) – and
(ML) models in classifying four emotions (anger, disgust, sadness,
features already explored in the literature [9, 15] as well as ex-
and tenderness) as well as neutral and “undefined“ emotions. The
ploring classifiers not so frequently used in this field – such as
features included gaze direction, pupil size, saccadic movements,
RF and XGBoost (XGB). Additionally, we aimed to explore the
fixations, and blink data. The data from the “emotional State
potential of emotion recognition at lower sampling frequencies
Estimation based on Eye-tracking database“ was preprocessed
available in most non-professional eye trackers. For the early
and segmented into various time windows, with 22 features ex-
feasibility study, we used an existing dataset, which collected
tracted for model training. Feature importance analysis revealed
data using a wearable eye-tracker but findings could possibly be
that pupil size and fixation duration were most important for
extended to high-quality unobtrusive contact-free trackers. Our
emotion classification. The efficacy of different window lengths
research also focused on understanding the impact of individual
(1 to 10 seconds) was evaluated using Leave-One-Subject-Out
features and window lengths on model performance.
(LOSO) and 10-fold cross-validation (CV). The results demon-
strated that accuracies of up to 0.76 could be achieved with 10-
fold CV when differentiating between positive, negative, and
neutral emotions. The analysis of model performance across
different window lengths revealed that longer time windows
generally resulted in improved model performance. When the 2 Related Work
data was split using a marginally personalised 10-fold CV within In literature, various physiological signals have been employed
video, the Random Forest Classifier (RF) achieved an accuracy of
for emotion recognition, with a particular focus on modalities
0.60 in differentiating between the six aforementioned emotions. such as EEG, GSR, and eye-tracking systems [1, 6, 9]. Researchers
Some challenges remain, particularly in regard to data granu- have explored both uni- and multi-modal approaches, finding that
larity, model generalization across subjects and the impact of the integration of multiple modalities can significantly enhance
downsampling on feature dynamics. emotion recognition accuracy. Lu et al. achieved 0.78 accuracy
with eye-related features recorded with eye-tracking glasses –
Keywords which are not contact-free but record at relatively low frequen-
eye-tracking, emotion recognition, machine learning cies of 60 Hz or 120 Hz. They predicted positive, negative and
neutral classes with SVM. Interestingly, they observed a 0.10 in-
1 Introduction crease in accuracy when combining eye-related and EEG features
[12]. Similarly, Guo et al. observed a more substantial gain, with
Emotion recognition is a vibrant area of research, leveraging di-
accuracy improving by 0.20 when integrating EEG, eye-tracking,
verse data sources such as images [11], audio [16], and also, ocular
and eye images, as opposed to using only eye-tracking data [7].
features like pupil dilation, gaze direction, blinks, and saccadic
The features derived from eye-tracking have been widely used
movements [3, 8, 12]. Such eye-related features provide valu-
in ML algorithms to detect emotional states [2, 7, 12, 15]. However,
able insights into emotional states, offering a less-invasive and
most studies have traditionally categorized emotions into broad
real-time approach to understanding human affective responses.
groups like positive, negative, and neutral [12, 14]. Pupil size, in
Most studies that tried to predict emotions from these eye-related
particular, has emerged as a valuable indicator for distinguishing
features relied not only on eye-tracking data but also on EEG
between positive and negative emotions [2, 7, 12] . Recent efforts
Permission to make digital or hard copies of all or part of this work for personal
have begun to refine these broad categories, identifying more
or classroom use is granted without fee provided that copies are not made or
specific emotions like happiness, sadness, fear, anger, etc. [2, 7,
distributed for profit or commercial advantage and that copies bear this notice and
the full citation on the first page. Copyrights for third-party components of this 15]. Although current methods can effectively identify certain
work must be honored. For all other uses, contact the owner /author(s).
emotions such as sadness and fear, further research is needed to
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
reliably differentiate between others like disgust, joy, and surprise
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.scai.9988 [2].
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Tomi Božak, Mitja Luštrek, and Gašper Slapničar
3 Methodology We used 50% sliding window overlap. From each window, we
3.1 computed 22 features, belonging to the following groups: Data
In our research, we used the “emotional State Estimation based
(1) gaze coordinates on screen: std of x and y coordinates
on Eye-tracking database“ (eSEEd) [13]. The eSEEd comprises
(2) pupil ellipse sizes of a and b for each eye: mean, std
data from 48 participants, each of whom watched 10 carefully
(3) blinks: number; mean and std of duration (all 0 if no blinks)
selected videos intended to evoke specific emotional responses.
(4) saccades: number; mean speed; mean, std, total duration
After viewing each video, participants ranked their emotions
(5) fixations: number; mean, std, total duration
– anger, disgust, sadness, and tenderness – on a scale from 0
to 10. Tenderness, however, is not regarded as one of the basic
emotions, but it has been widely utilized in emotion research Saccade and, implicitly, fixation calculations were done using
in recent years [13]. Since the participants had ranked all four existing code based on the algorithm proposed by Engbert et al. [5,
emotions for every video, a labelling problem emerged when 10]. The algorithm calculates the velocity and acceleration of eye
multiple emotions shared the highest score, in our case, leading movements by using a velocity threshold identification method
to “undefined“ labels. In our study, emotions were mapped by to detect saccades based on continuous 3D gaze data. In our study
applying a set of extraction rules in the following order: if the we define fixation (interval) as an absence of a saccade (interval),
highest-ranked emotion is below four, the response is labelled as thus one fixation is declared between every two saccades (and
neutral; if multiple emotions share the highest rank, the label is before the first and after the last one).
undefined; otherwise, the emotion with the highest rank is cho- As mentioned previously, our data was imbalanced in terms
sen. The boundary of four was chosen because the original study of class distribution, namely the distributions for anger, disgust,
on eSEEd constructed this rule and we adapted it from there sadness, neutral, tenderness and undefined were 8.7%, 13.6%,
[13]. Although the initial study design aimed for an even distri- 17.5%, 25.7%, 15.8% and 18.7%, respectively. Notably, for the 1 s
bution of emotions, neutral responses dominate, representing window length, the number of windows was 67,181, whilst for
about one-fourth of the labels (depending on window length). the 10 s window, the number of instances decreased to 6,507.
3.1.1 Data Preprocessing. We have preprocessed the data to
make it more suitable for our future research and to reduce its 3.2 Experiments
size. We wanted to study the performance of data with a rela- We initially examined feature correlation matrices to identify
tively low frequency rate of 60 Hz, which is used by relatively potential correlations between features, as well as between fea-
affordable mid-tier eye-trackers, like Tobii Pro Spark. Firstly, the ture and class. Then, we compared the following classifiers from
features that were uninformative or could be misleading (e.g. the Scikit-learn library: Random Forest (RF), Support Vector Ma-
raw tracker signal and timestamps) were removed, and the fol- chines (SVM), k-Nearest Neighbors (kNN), and XGBoost (XGB)
lowing set of features was preserved: 2D screen coordinates of from the XGBoost library, as well as an ensemble method major-
gaze points (for standard deviation (std) of screen gaze coordi- ity vote of the aforementioned classifiers. We compared all results
nates), 3D coordinates of gaze points (exclusively for saccade against a baseline majority classifier. Each model was trained and
calculations), pupil sizes (a and b of the pupil ellipse), and eye tested using its default hyperparameters. To evaluate the models’
IDs (each eye has its own pupil size features). Secondly, rows performance, we implemented multiple CV techniques.
containing any NaN values were removed, as there were no large The first CV technique was Leave-One-Subject-Out (LOSO).
consecutive blocks of such rows and downsampling of the data Secondly, we implemented a marginally personalised 10-fold CV
was planned. Finally, we further downsampled the data to 60 “within video.“ In this approach, a standard 10-fold CV was per-
Hz, matching the sampling frequency of a mid-tier eye-tracker. formed where 90% of temporally sequential windows were used
However, we acknowledge that downsampling might lead to the for training and 10% for testing. The splits were done separately
loss of high-frequency information, which could be important for for each video within every subject. All the training data from
capturing subtle dynamics in gaze behaviour and pupil responses. every video was combined to train a single model, and all the
This is particularly relevant considering that recent studies, such test data was combined to evaluate the model, ensuring that
as those by Collins et al. [3] and the SEED project [4, 17], have the model was exposed to data from all subjects and videos. We
utilized data collected at much higher frequencies to preserve named the experiment “marginally“ personalised because most
these subtle dynamics. Therefore, while downsampling makes training data does not come from any single subject and is thus
the data more meaningful to our research and more computa- not very personalised. Finally, we explored a completely person-
tionally manageable, it is important to keep in mind the reduced alised 10-fold CV “within subject.“ Here, training and testing were
temporal resolution when discussing the results. done only on data of one subject. In all three CV methods, the
Following the preprocessing, window segmentation was ap- instances were never shuffled to preserve temporal and subject
plied to the data. This step is essential for analyzing temporal sequential information and to minimize overfitting.
patterns within the data, as it allows for the capture of trends We attempted to merge certain classes in a way to group
and behaviours over specific time intervals. By segmenting the negative emotions – anger, disgust, and sadness – under the cat-
data into windows, we can improve the robustness of feature egory “negative,“ while labelling tenderness as “positive.“ The
extraction and model training, enabling the detection of mean- label for neutral remained unchanged, while the undefined la-
ingful patterns that might be obscured in raw, unsegmented data. bel was changed to “negative“ because it always resulted from
Additionally, with window segmentation, the number of training multiple negative emotions scoring equally. Lastly, the feature im-
instances increases which is commonly better for learning more portances were analysed for different combinations of data splits
robust ML models and conducting rigorous evaluation. Hence, and models in order to identify potential consistently important
multiple window lengths were examined, namely: 1, 3, 5 and 10 s. features.
Feature-Based Emotion Classification Using Eye-Tracking Data Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
4 Results similarly well, with the absolute best being RF on 10 s windows
which outperformed the majority classifier by 0.05 and 0.13 for
The results described in the following subsections are summarised
accuracy and F1-score, respectively. When grouping the nega-
in Table 1.
tive emotions, we observe an absolute improvement in models’
4.1 performance, but a relative decline toward the majority classi- Feature Correlations
fier benchmark. The best model, in this case, did not surpass
The first important observation from correlation matrices was
the majority classifier in terms of accuracy, with the majority
that no output class is closely correlated to any other singular fea- ± ±
classifier achieving 0.67 0.16 accuracy and 0.61 0.16 F1-score,
ture. Secondly, we noticed some strong correlations, for example,
while SVM, the best-performing model, scored an accuracy of
a 1.0 correlation between a number of fixations and a number of ± ±
0 .64 0.13 and an F1-score of 0.63 0.12.
saccades, because one simply equals the other increased by one.
More importantly, we noticed little-to-no correlation between fea-
tures that proved to be most important in some best-performing 4.5 Feature Importances models, meaning each of these features brought some novel infor-
Following the completion of model training, we analyzed the fea-
mation to the model. The only exceptions of important features
ture importances of the best-performing models. For RF this was
being correlated are the features representing the mean size of a
calculated based on the Mean Decrease in Impurity, summing the
pupil i.e., ellipse a and b axes, which are expected to be correlated.
impurity reduction each feature contributes across all trees; and
They were correlated more than 0.8. However, we decided not to
for XGB, feature importances were calculated using the “weight“
remove any features because we assessed the feature count of 22
metric, which counts the number of times each feature is used to
to be well-balanced in relation to the number of instances.
split the data across all trees. For SVM we did not calculate feature
importances. In the completely personalised 10-fold experiments,
4.2 Leave-One-Subject-Out feature importances varied significantly across different subjects
With the goal of training a robust general model for our dataset, and even between different runs within the same subject, specif-
we first applied the LOSO CV technique. The best performance ically with RF, as the random state was not fixed. In contrast,
was achieved by RF on 10 s windows, yielding an accuracy of feature importance was notably consistent in experiments where
0.28 0.13 and an F1-score of 0.28 0.16. It outperformed the ma- models were trained on data from multiple subjects, such as in ± ± jority classifier by 0.03 in accuracy and 0.13 in F1-score. In a sub- the LOSO and the 10-fold within video, even with a variable
sequent experiment, the negative emotions were grouped. This random state of the RF model.
adjustment led to an overall increase in performance. However, The most important features of best-performing models were
with such grouping the majority classifier score also increased to those related to average pupil sizes, followed by fixation duration.
0.59 accuracy, which is the same as the best-performing model. These results partially align with those of Collins et al., who
Further analysis revealed that high accuracy mainly implied found features relating to pupil diameter and saccades statistically
the subject predominantly reported “neutral“ feelings and low significant [3].
accuracy implied little-to-no “neutral“ labels. However, not every
subject with a high “neutral“ count achieved outstanding results
and not every subject with a wide range of emotions yielded poor 5 Conclusion
results. A comparison was made between the number of windows Our research explored emotion classification using eye-tracking
in the left-out subject to their performance and no correlation data with classical ML models and hand-crafted features. The
was found. 10 s window length performed better than the shorter data was downsampled to a lower-than-standard frequency i.e.,
windows with lengths 1-5 s. We also tested longer (60 s) windows to 60 Hz, which was more realistic for consumer contact-free
and the resulting accuracies were higher than those from 10 s eye-tracker data. This made the problem harder, making it not
windows, but we evaluated that the number of instances was directly comparable with other studies working on eSEEd, but
insufficient for the results to be representative. valuable from a practical perspective.
Window segmentation significantly impacted model perfor-
4.3 Marginally Personalised 10-fold mance, with the best results constantly obtained using the largest
Cross-Validation Within Video window length. This suggests that longer observation periods
capture more comprehensive information, making smaller win-
Given that the LOSO yielded relatively poor results, the next
dows less effective for emotion classification. We hypothesize
step was to explore 10-fold CV. Experiments showed an average
that this does not transfer to realistic scenarios, as users might
accuracy of 0.60 0.07 and an F1-score of 0.60 0.08, produced ± ±
experience emotions in short bursts while being neutral for the
with RF on 10 s windows, the best-performing model. This should
majority of the time. In specifically designed cases where emo-
be compared to the results given by the majority classifier –
tion is consistently induced for longer periods of time (like our
average accuracy of 0.21 0.01 and F1-score of 0.07 0.01. With ± ±
dataset), this is more expected.
negative emotions grouped, the accuracy and F1-score raised to
The LOSO validation strategy, which tests model generaliza-
0.76 0.04 and 0.73 0.04, respectively, for the best-performing ± ±
tion across different subjects, yielded poor results. The variability
XGB on 10 s windows. The majority class classifier yielded an
in performance across subjects indicates the challenge of cap-
accuracy of 0 .66 0.02 and an F1-score of 0.52 0.02. ± ±
turing general relationships between eye features and emotions.
While both 10-fold CV approaches showed an increase in perfor-
4.4 Personalised 10-fold Cross-Validation mance, their generalizability is limited. Completely personalised
Even though 10-fold CV within video resulted in much better per- 10-fold showed worse results than the marginally personalised
formance compared to LOSO, we wanted to see the performance one presumably because of the low number of videos per emotion
of completely personalised models. All the models performed within an individual subject.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Tomi Božak, Mitja Luštrek, and Gašper Slapničar
Table 1: Best-performing models and their corresponding results along the results of the Majority Class Classifier for the
same parameters. Window lengths are 10 s.
Settings Model F1 Majority Class Acc Majority Class F1 Model Acc
LOSO, RF . . 0.28 0.16 0.25 0.25 0.15 0.26 0 28 ± 0 13 ± ± ±
LOSO, SVM, negative emotions grouped . . 0.46 0.18 0.59 0.19 0.46 0.18 0 59 ± 0 19 ± ± ±
10-fold within video, RF . . 0.60 0.08 0.21 0.01 0.07 0.01 0 60 ± 0 07 ± ± ±
10-fold within video, XGB, negative emotions grouped . . 0.73 0.04 0.66 0.02 0.52 0.02 0 76 ± 0 04 ± ± ±
10-fold within subject, RF . . 0.42 0.19 0.33 0.26 0.29 0.26 0 38 ± 0 20 ± ± ±
10-fold within subject, SVM, negative emotions grouped . . 0.63 0.12 0.67 0.16 0.61 0.16 0 64 ± 0 13 ± ± ±
An important issue with the eSEEd data is that all participants The authors acknowledge the use of OpenAI’s ChatGPT for
watched the same 10 emotion-evoking videos in the exact same generating text suggestions during the preparation of this paper.
order. This uniformity raises concerns that, given the small num- All the generated content has been reviewed and edited by the
1
ber of videos (two intended per emotion), the models might authors to ensure accuracy and relevance to the research.
learn to associate features unrelated to emotions, such as video
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1
The average percentage of the videos for which the participants had reported the
target emotion (also known as the “hit rate“) was 71.8% [13].
Zbornik 27. mednarodne multikonference
INFORMACIJSKA DRUŽBA – IS 2024
Zvezek B
Proceedings of the 27th International Multiconference
INFORMATION SOCIETY – IS 2024
Volume B
Kognitivna znanost
Cognitive Science
Uredniki / Editors
Anka Slana Ozimič, Borut Trpin, Toma Strle, Olga Markič
http://is.ijs.si
10. oktober 2024 / 10 October 2024
Ljubljana, Slovenia
PREDGOVOR
Dobrodošli na konferenci Kognitivna znanost. Na letošnji konferenci bodo avtorice in avtorji
raziskovali mnoge plati človeške kognicije in predstavili tako svoje empirične ugotovitve kot
tudi teoretska raziskovanja. Poleg prispevkov s področja teme letošnje konference, “Preseganje
vrzeli v raziskovanju in razumevanju uma”, bomo potovali skozi različna področja kognitivne
znanosti - od psihologije in nevroznanosti do filozofije in umetne inteligence, ter ob tem
spoznavali raznolike tematike vključujoč uporabo VR tehnologij pri raziskovanju kognicije,
uporabo inteligentnih tehnologij pomoči pri demenci, uporabo dregljajev za spreminjanje
vedenja, vpliv umetne inteligence na demokracijo, izzive vzorčenja izkustva in manj poznane
vidike doživljanja kot so ozadnja občutja.
Konferenca se bo zaključila z okroglo mizo, na kateri bomo razmišljali o izzivih, ki jih prinašajo
vrzeli v raziskovanju in razumevanju v kognitivni znanosti: med drugim o združevanju prvo-
in tretje-osebnih pristopov k raziskovanju človeškega uma, o povezovanju različnih nivojev
opazovanja (na primer mikro-nivoja nevrološke aktivnosti z makro-nivojem vedenja in
družbenih sistemov) ter o izzivih povezovanja različnih disciplinarnih pristopov.
Upamo, da bo letošnja konferenca predstavljala prostor radovednega povezovanja in izmenjave
kreativnih idej. Skupaj bomo premagovali disciplinarne in metodološke ovire, združili mlade
in izkušene znanstvenike ter znanstvenice, ki si delijo strast do raziskovanja skrivnosti
kognicije.
Dobrodošli!
Anka Slana Ozimič
Borut Trpin
Toma Strle
Olga Markič
FOREWORD
Welcome to the Cognitive Science Conference. At this year's conference, authors will explore
the many facets of human cognition and present both their empirical findings and theoretical
research. In addition to contributions on the topic of this year's conference, Bridging the Gaps
in Research and Understanding the Mind, we will explore a diverse range of fields of cognitive
science – from psychology and neuroscience to philosophy and artificial intelligence – while
also learning about various topics, including the use of VR technologies in research, the use of
intelligent assistive technologies for dementia, the use of nudges to change behavior, the impact
of artificial intelligence on democracy, the challenges of sampling experience, and explore the
less known aspects of experience, such as background feelings.
The conference will conclude with a roundtable discussion, where we will reflect on the
challenges posed by gaps in research and understanding of mind in cognitive science: among
others, we will think about the integration of first- and third-person approaches to studying the
human mind, the relation and possible links between different levels of observation (for
example, the micro-level of neurological activity and the macro-level of behavior and social
systems), and the challenges of connecting different disciplinary approaches.
We hope that this year's conference will be a space for networking and sharing insightful ideas.
Together we will overcome disciplinary and methodological barriers, bringing together young
and experienced scientists who share a passion for exploring the mysteries of cognition.
Welcome!
Anka Slana Ozimič
Borut Trpin
Toma Strle
Olga Markič
PROGRAMSKI ODBOR / PROGRAMME COMMITTEE
Anka Slana Ozimič
Borut Trpin
Toma Strle
Olga Markič
The Ontological Shock: What Psychedelics can Teach us
about the Nature of the Mind
Maruša Sirk
Centre for Cognitive Science
University of Ljubljana
Ljubljana, Slovenia
marusasirk@gmail.com
ABSTRACT labeled as “spiritual emergencies” [10]. These include
transpersonal experiences, out-of-body experiences,
The following article provides a brief overview of the hallucinations of religious nature etc. [10].
significance and potential challenges of profound psychedelic In this paper, we will tackle the problem of the “ontological
experiences that prompt individuals to question the nature of shock” that can arise due to psychedelic experiences, how
reality, often referred to as "ontological shocks." These individuals cope with them and what implications they have on
experiences are believed to induce changes in the structure of our understanding of the mind. consciousness, leading to subsequent shifts in worldviews,
behaviors, relationships, and mental health. While they can result
in long-lasting positive changes, they are not always pleasant. 2 ONTOLOGICAL SHOCK FOLLOWING Due to the complex alterations these experiences produce, they THE USE OF PSYCHEDELICS offer a unique opportunity to explore gaps in our understanding
of the human mind and the nature of the reality it perceives, As interest in researching psychedelics for their potential
enacts, or constructs. The article aims to raise awareness of these therapeutic effects increases, there is a growing need to
issues by shedding light on various aspects of the discourse understand the mechanisms that enable these changes to occur.
surrounding this topic. Changes in metaphysical beliefs are thought to be one of the
driving mechanisms of change that enable the transformational
KEYWORDS
process to occur [8]. However, changes in metaphysical beliefs
psychedelics, ontological shock, mind, consciousness don’t come easily, as they normally induce the so-called
ontological shock about the nature and reality of existence [8].
1 This means that people start to question the nature of (their) INTRODUCTION
Psychedelics are psychoactive substances that can lead to altered commonly constituting beliefs such as animism, life after death, reality and subsequently come to adopt an altered belief system,
states of consciousness, experienced as a change in perception
the existence of alternative realities etc. [7].
and cognitive processes. Classic psychedelics, such as
On one hand, psychedelic experiences are often reported to
psilocybin, mescaline, LSD and DMT, primarily act through the
be among the most meaningful and significant experiences,
stimulation of the serotonin 5HT-2A receptor. Due to somewhat
leading to positive long-term changes [11]. On the other hand,
similar psychological effects, substances such as MDMA and
many individuals report prolonged difficulties after a profound
ketamine are also sometimes considered as psychedelics even
psychedelic experience, struggling with ontological challenges
though they target different neurological structures [1].
as they question their own reality and existence [8]. This presents
In recent years, there has been a growing interest in research
ethical challenges in both formal and informal practices for
on the potential use of psychedelic substances for mental health
treatment. There are many studies that support this claim [e. g. 2, questions about the nature of reality itself. integrating psychedelic experiences, while also raising broader 3, 4], but there is also evidence that psychedelics can lead to
longer lasting adverse effects [e. g. 1, 5]. 2.1 Coping with the ontological shock Some of the challenges that may emerge after a psychedelic Psychedelic experiences that possess mystical qualities— experience stem from profound shifts in one's worldview [6], characterized by feelings of ineffability, significance, and the metaphysical beliefs [7], and an overall ontological shock [8], in perceived “trueness” of the experience—are more likely to result which the individual begins to re-evaluate the nature of their in an ontological shock and lead to a transformed belief system reality. Commonly, people also experience a shift in their [12]. These experiences can offer profound insights into the spiritual orientation [9], due to experiences that have been
"oneness" of reality and foster a sense of "ontological comfort,"
bringing a greater sense of purpose and meaning to life.
Permission to make digital or hard copies of part or all of this work for personal or However, they can also present challenges, as individuals may
classroom use is granted without fee provided that copies are not made or
distributed for profit or commercial advantage and that copies bear this notice and struggle to integrate these insights into their everyday lives. This
the full citation on the first page. Copyrights for third-party components of this raises the question of how best to support people in making sense
work must be honored. For all other uses, contact the owner/author(s).
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia of these new ontological truth claims [12].
© 2024 Copyright held by the owner/author(s). Challenging psychedelic experiences can lead to various
https://doi.org/10.70314/is.2024.cog.1 ontological difficulties, such as questioning one's identity,
grieving the loss of a past self, experiencing persistent encounters for new sensory information [20]. This process can lead to the
with (spiritual) entities, psychotic episodes, spiritual grandiosity, dissolution of previously rigid mental models and established
feelings of meaninglessness and emptiness, isolation and despair worldviews. The resulting experience of an ontological shock
[8], derealization, delusional beliefs, and experiences of may represent a direct encounter with the fundamental
possession [9]. These prolonged challenges can impact uncertainty of reality [8]. This concept, referred to as
individuals in different ways, resulting in difficulties with "groundlessness," attempts to explain how individuals
everyday interactions, attentional problems, disruptions at work continuously construct a world of meaning that is inherently
[8], challenges in managing emotions, and perceptual difficulties without a fixed foundation and perpetually in flux [21].
[9]. It is important to note that psychedelics can also reinforce
Research on the adverse effects of psychedelics [e.g. 13, 14, existing beliefs, potentially enhancing established worldviews,
15, 16] and the challenges that arise following the so-called mental models, and expectations [22]. To address this
ontological shocks these experiences can induce [e.g. 1, 8, 9] complexity, the "Altered Beliefs Under Psychedelics" (ALBUS)
highlights the importance of developing therapeutic practices model proposes that the effects of psychedelics on prior beliefs
and guidance rooted in empathic resonance and the concept of depend on factors such as the dose consumed and the individual's
psychedelic apprenticeship [6]. While there are many existing pre-existing state of mind [22]. This model aims to explain how
therapeutic and shamanic frameworks aimed at making sense of psychedelics can both diminish and strengthen prior beliefs,
psychedelic experiences [6], it is crucial to recognize that these bridging gaps between different proposed mechanisms of how
experiences often lead to heightened suggestibility [17], which psychedelics influence reality and well-being [22].
must be considered when helping individuals navigate their Additionally, other models offer explanations for the
shifting worldviews. People have reported various strategies that mechanisms of action of psychedelics. The "Cortical-Subcortical
helped them cope with extended difficulties, such as meditation, Communication Theory" (CSCT) suggests that psychedelics
embodied contemplation, self-education through reading and reduce thalamo-cortical filtering of internal and external stimuli,
journaling, and physical exercise. In terms of support from others, allowing new, unfiltered sensory information to emerge [23].
individuals expressed a need to feel seen, heard, understood, The "Cortical-Claustrum Communication" (CCC) model posits
believed, and to have their experiences accepted and validated [1, that psychedelics decouple cortical areas from the claustrum,
8]. This suggests a responsibility for practitioners working with leading to reduced cognitive control [24]. Furthermore,
and guiding people through psychedelic experiences to help them psychedelics are thought to open a critical period for social
find meaning in their experiences without imposing any specific learning, potentially fostering new social behaviors and reducing
ontological truth claims [12]. tendencies toward isolation [25].
Extensive research on challenging psychedelic experiences, These various theories attempt to explain how psychedelics
including work by Stanislav Grof’s clinical team, has identified can facilitate the creation of new cognitive models of the world
common existential challenges that individuals often face and reality. However, the field of psychedelic research continues
following these experiences, primarily centered around fears of to grapple with understanding the precise mechanisms of these
dying, going insane, or losing control [18]. According to Grof's substances, with ongoing testing of competing theories and
team, psychedelic experiences can activate deep existential hypotheses. For a comprehensive evaluation of these theories,
concerns that only subside once the individual has successfully see [26].
processed them. It is suggested that people may encounter a sense There is also an ongoing debate about the role of subjective
of the groundlessness of being [18], which can be understood as experiences in the transformative effects of psychedelics. Some
an underlying "principle" of cognition. This brings us to the next researchers take on a reductionist approach, focusing solely on
point of this paper: the implications these experiences might have the brain mechanisms involved [27, 28]. This is problematic, as
for the scientific understanding of the mind. it opens the question of how to understand the profound
ontological shocks and the integration of the psychedelic
experience in everyday lives of individuals. It is also problematic,
3 POSSIBLE IMPLICATIONS ON as evidence suggests that psychedelic experiences with rich
UNDERSTANDING THE MIND subjective effects, such as mystical-type experiences, can lead to
the most significant transformations [29, 30]. If transformative
3.1 Understanding psychedelic experiences effects were purely mechanistic, without considering subjective
The underlying mechanisms that facilitate changes after the experiences, it becomes challenging to explain the struggles and
use of psychedelics have yet to be fully understood. However, positive changes individuals report in their daily lives after using
several hypotheses have been proposed to explain how these psychedelics.
cognitive shifts might occur. One prominent hypothesis is based Subjective experiences cannot be easily dismissed [31, 32, 33,
on the framework of predictive processing [19]. This framework 34], and they are crucial for understanding how people’s
conceptualizes the mind as a "prediction machine" that ontological reality gets altered. Investigating these subjective
continuously balances information by integrating prior aspects could help address some of the unresolved questions
knowledge about the world with incoming sensory data from the about the mind. Studying the invariants and stable states of the
environment [19]. "changing mind" following psychedelic use may bring us closer
Within this framework, the "Relaxed Beliefs Under to unlocking the nature of the mind. This research could have
Psychedelics" (REBUS) model suggests that psychedelics implications for not only understanding and treating mental
increase the brain's level of entropy—or uncertainty—while health issues but also for exploring concepts like consciousness
reducing reliance on prior beliefs, thereby allowing more room [22, 36, 37] and the self [22, 33, 35, 38]. Additionally, it could
impact the reductionist debate [32], consciousness theories, and changes in their subjective experience in their daily life, does this
discussions about the "easy" and "hard" problems of mean that the new state is an unusual or extended form of
consciousness [22, 36, 37]. consciousness? In other words, does this imply that the
individual is now living in a perpetually altered state of
3.2 Possible contribution to understanding the consciousness?
mind There is a prevalent view that the subjective experiences
In previous sections, we provided a short overview of what induced by psychedelics reveal aspects of the mind that need to
psychedelics are and sketched some possible implications they be integrated into everyday life [43]. This perspective suggests
can have in the everyday lives of people, as well as our broader that psychedelics should be considered mind-revealing rather
last section we want to finish with diving a bit deeper into some fundamental questions about the nature of consciousness itself. Is consciousness merely a byproduct of neuronal activity, possible implications that ontological shocks can have on impact they may have on our understanding of the mind. In the than merely mind-altering substances [44]. This leads us back to
of the “mind”. This is an important question as the theories of Let us stop for a moment on how we understand the concept enacted, or something else entirely? What we do know at this point is that psychedelics can induce alterations in our understanding the mind. something external waiting to be experienced, is it embodied,
psychedelic mechanisms all have their own postulates, the consciousness, affecting our awareness of ourselves and the
prevalent implicit view being that the mind is a product of world around us.
neuronal activity (which applies for previously presented While it may be ambitious to claim that psychedelic
theories – the REBUS [20], CSCT [23] and CCT model [24]). experiences will fully bridge the epistemic gap between first-
This is a reductionist view of the mind that equals the mind with person experiences and their third-person correlates, or help us
the brain [39]. Another possible view is that the mind is an understand the nature of consciousness itself – the problem we
information-processing system that manipulates and transforms commonly refer to as the hard problem of consciousness [45,
years, another understanding on the mind has slowly been issues [35, 36]. The most profound psychedelic experiences, which often lead to significant changes in consciousness, self- evolving in cognitive science – that the mind is embodied, information, which is a computational view [40]. In the previous 36]–, they can still provide valuable insights into both these
embedded, extended and enacted, which we call the 4E cognition. perception, and belief systems, may offer particularly important
This view understands the mind as a complex interplay between insights.
the brain, body and the surrounding environment [41].
The challenge of understanding the mind mirrors the debate
4 CONCLUSION
in psychedelic research about the significance of subjective
experiences. The core issue is whether the relevance of a The aim of this article was to present the concept of ontological
psychedelic experience depends solely on inducing specific brain shock following the use of psychedelics and possible
states or requires a deeper subjective experience to impact a implications on the scientific understanding of the mind. We
person's everyday life. Evidence increasingly supports the idea provided an overview of what is already known about this topic,
that both "set" (the interplay of personality, preparation, to point out where we should be cautious and what is still
expectation, and intention) and "setting" (the physical, social, unknown or vaguely known, as well as to illustrate how diving
and cultural environment) play crucial roles during a psychedelic deeper into this topic could help us scientifically advance our
experience [42]. This observation could indicate the relevance of current understanding of the mind.
the 4E cognition framework, which views the mind as a dynamic It is important to conclude this paper with a call for caution.
interplay between brain, body, and environment. Moreover, the As we tried to point out, psychedelic experiences and its
4E cognition theory might explain why set and setting are subsequent changes in everyday experience can inform us about
important, and why some psychedelic states and doses lead to the nature of our mind and help us gain broader understanding
profound changes while others do not. By exploring this intricate about topics related to consciousness, self, mental health etc. But
interplay, the 4E framework may shed light on why certain the experiences that could most inform us about these topics and
individuals experience ontological shocks under specific can lead to most profound long-term changes, have its challenges
conditions. If, however, these experiences are inexplicable and downsides, which should not be disregarded. That is why the
through existing frameworks, they could highlight gaps in our integration process, as well as the importance of set and setting,
current understanding of the mind and reveal how alternative should always be considered when dealing with these substances.
states of consciousness can disrupt the established interaction But before we have a consensus on what the mind is and how it
between mind, body, and environment. constructs our reality, a lot of damage can be done, especially if
Psychedelic experiences are often described as "altered states we want to use psychedelic substances to help people get through
of consciousness," suggesting that by examining what changes their mental health problems, as is the case in psychedelic
during these experiences, we can gain insights into what research in the past years.
constitutes the "normal," "usual," or "everyday" state of
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3702(03)00054-7
Innovative Supporting Approaches:
Integrating Bibliotherapy, Psychodrama and AI as a
Therapeutic Conversational Tool
Veronika MattovᆠFirstName Surname Department Courtney Lazore
Department of Mongolian, Name Independent Researcher
Korean and Vietnamese Studies Institution/University Name National Coalition of
Faculty of Arts City State Country Independent Scholars
Masaryk University email@email.com United States
Czech Republic courtneylazore@ncis.org
veronika.mattova@mail.muni.cz
Abstract is built under external pressure to achieve inner balance.
However, emotional turmoil can be particularly challenging,
How can individuals deal with personal trauma or internal which is why we need to explore a multimodal approach that
struggles more effectively? This is the main question of every could be a revolutionary step in interdisciplinary mental health
existential crisis, closely linked with humankind's survival support.
strategy. Finding new, innovative ways for practitioners to Bibliotherapy, psychodrama, and AI might initially seem
leverage therapeutic techniques and modern artificial unrelated, but there is a way to incorporate all of them within a
intelligence (AI) technology is crucial to providing precision new therapeutic framework. mental health support to more individuals. While looking at
possible approaches, it becomes more and more important to
synthesize complex ways practitioners can provide 2 Methodology multidimensional help. This paper investigates the possibility of
a new holistic treatment that integrates This paper uses a conceptual methodology to explore the bibliotherapy's
storytelling, integration of mental health techniques and artificial intelligence Magic Shop as a psychodrama method , and AI
conversation tools – chatbots to theorize a holistic, accessible and personalized mental health to ensure that individuals receive
encompassing supportive therapy and feel less isolated. The care option. Based on the researchers' backgrounds and
holistic method is applied to engagement with existing literature, bibliotherapy, psychodrama Korean pop music as a case study,
because K-pop content has experimented with these techniques and artificial intelligence were chosen for further analysis. The
and fandoms often have strong parasocial interactions. researchers reviewed literature from databases including APA
Combining these techniques creates a holistic, accessible, and PsycInfo, Google Scholar, IEEEXplore, ProQuest, PubMed,
personalized mental health care option that enhances the Scopus, Web of Science and EBSCO. Only papers written in
cognitive, emotional and practical well-being of individuals in English and published after 2000 were considered, except for one
need of support. foundational work (Purpose and strategy behind the magic
shop). To build the theory, the researchers identified the
Keywords prominent features of each topic (Table 1): bibliotherapy's
storytelling, psychodrama's experiential model, and AI's real-
Bibliography, storytelling, psychodrama, Magic Shop, AI, time access, which will each be explored in subsequent sections.
chatbots, K-pop For an exploratory case study application, the researchers relied
on new concepts (described in 6.1-6.3) provided through the
1 Introduction produced as music-related products, but nowadays perceived Korean pop music industry (concretely group BTS), initially
The psychological aspect of overcoming personal issues and through a therapeutic lens, with the primary aim of merging the
facing the harshness of reality is demanding for everyone. separate therapies together, creating a more influential impact.
Internal cognitive mechanisms lead us to believe that individual
struggles require individual approaches. This adaptation for
hiding internal fights and presenting balance to the outside world
†Alumna of Comenius University, Faculty of Mathematics, Physics and Informatics,
MEi:CogSci | Middle European interdisciplinary master's programme in Cognitive
Science.
Permission to make digital or hard copies of part or all of this work for personal or
classroom use is granted without fee provided that copies are not made or distributed
for profit or commercial advantage and that copies bear this notice and the full
citation on the first page. Copyrights for third-party components of this work must Table 1: Selection & Clarification for Chosen Approaches be honored. For all other uses, contact the owner/author(s).
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.cog.2 3 it can be a double-edged sword linked to maintaining one's own Bibliotherapy
physiological and psychological well-being.
Storytelling has long been a powerful means of exploring and
understanding human emotions, and this concept underpins
bibliotherapy, a therapeutic approach that uses literature to 5 AI used in Therapeutic Spaces support mental health and personal growth. By engaging with AI chatbots are increasingly being used to enhance mental health carefully chosen texts, individuals can reflect on their own care by offering real-time interactions that meet cognitive and experiences, gain new insights, and find comfort and empathy emotional needs. These digital tools are part of a broader shift in through the narratives. Bibliotherapy leverages the emotional communication, driven by the "computers-are-social-actors" and cognitive impact of stories to address psychological paradigm, where AI significantly impacts how people engage challenges, offering a complementary and accessible method for with services [10]. fostering emotional healing and resilience [1]. In therapy, AI complements traditional methods by providing Some research suggests that fictional narratives may be more personalized interventions, making mental health support more effective for use in bibliotherapy , causing readers to empathize accessible. Virtual environments facilitated by AI can create new more with the characters and leading to better self-understanding opportunities for personal fulfilment and emotional connection and self-improvement [2]. [11]. Moreover, neuroscience reveals that storytelling influences Moreover, there is an overlap, because recent research by brain chemistry, enhancing empathy and trust through the release McAllister et al. explores the potential for chatbots to enhance of oxytocin and vasopressin [3]. This approach effectively bibliotherapy by supporting facilitators in mental health sessions. enhances emotional experiences and trust, aiding in personal The study seeks to address gaps in existing literature by development and resilience [4]. investigating how chatbots can be utilized to assist in the
preparation and delivery of bibliotherapy [12].
4 In addition, in response to the high potential of technology, Psychodrama and its Traits in Magic Shop
interviews with bibliotherapy facilitators have been conducted,
There are many ways to grasp the concept of Magic Shop. The
followed by thematic analysis, to identify suitable tasks for the
first is understanding it as an in-depth training program with
chatbot, aiding facilitators rather than directly evaluating the
transformational practice, which will be discussed later in
impact on participants of bibliotherapy.
chapter 6.2 K-POP in Magic Shop.
This integration represents a major step towards a more
On the other hand, there is a possibility to apprehend it
comprehensive and accessible mental health framework.
through the concept of psychodrama, which will be our primary
interest, within this paper. Magic Shop is a practice used in
psychodrama and group therapy in which participants create a 6 K-POP as Multidimensional Tool space where they can "buy" something they already want, such Although Korean pop , generally known as K-pop, seems to only as confidence or peace, from what they already have internally, overlap with music therapy, due to its main impact field, K-pop such as anxiety or anger. In other words, this activity helps may also serve as a useful case application for bibliotherapy, the individuals explore their deepest passions, and the sacrifices Magic Shop technique , and AI tools . needed to achieve them, while encouraging self-reflection and Some K-pop groups participate in transmedia story worlds personal growth, with a possibility to solve conflicts in a safe, and lyrical concepts that go far beyond "unrequited love” themes, symbolic environment [5]. touching the human psyche more deeply. Additionally, merging The term magic can be seen in society as something that this with technology platforms like "Weverse" or "Bubble for carries supernatural power . Magic Shop is not an exception. Thus, JYPnation ", not to mention fabricated interactions through apps it has a lot of forms and names: Magic Shop is our deep like "Replika", "Mydol", etc., fans have never felt closer and understanding of heart and brain in harmony. We often compare more bonded to their idols, who are revered with boundless ourselves to others and hope we could be better than we are. support and understanding. Specific traits like social ability, patience and cleverness are
examples that require time and practice. But it seems that Magic
Shop is the key [6]. This method as a psychodramatic strategy 6.1 K-POP in Bibliotherapy can offer help to anybody through the use of fantasy [7]. Many K-pop groups rely on some form of storytelling, but some In general , psychodrama is an experiential form of therapy, take it a step further. In particular, K-pop group BTS's "BTS allowing those in treatment to explore issues through action Universe" (BU) , functions as a multidimensional tool for methods (dramatic actions) [8]. This described approach, linked emotional and psychological engagement. In bibliotherapy, with psychodrama , was developed by Jacob Levy Moreno as a BTS's books, The Most Beautiful Moment in Life: The Notes , psychotherapeutic technique useful in working with patients provide a unique narrative that facilitates self-reflection and during individual and group psychotherapy. This method offers emotional exploration. These notes, embedded within the group's significant changes through role-playing and dramatization, Love Yourself albums, as well as two books published by BTS's resulting in many benefits, such as insight, abreaction, label, offer fans a form of therapeutic engagement by inviting acceptance of internal impulses, confrontation with the feelings them to interpret and relate to the fictional world, which can of other people and training of alternative behaviors [9]. Whether mirror personal experiences and foster emotional processing [13]. we are talking about the first or second definition of Magic Shop , This can be particularly striking when we take into account
individual emotional overload with a long-term inability to
restart one's own coping mechanism to underlie qualitative one's prosperity and healing cognitive processes,
functioning in everyday life. interdisciplinary cognitive science offers an opportunity to
Preliminary research has suggested that the stories embedded merge concepts together that might bring new ways to deepen
in K-pop can have a positive impact on fans' ability to cope with our knowledge.
challenges and heal. One survey found that 97% of fans Combining different approaches, such as AI chatbots using
(n=2342) agreed that BTS's music and lyrics were effective in Cognitive Behavioral Therapy (CBT) with minimal
this way. Additionally, 84% agreed the storylines in BTS's bibliotherapy interventions, is slowly but steadily indicating that
concepts were effective, and 75% agreed the BU storyline was the chatbots are more effective in reducing symptoms of
effective [14]. depression and anxiety [21], which is the primary desired effect.
These numbers suggest valid proof of audience engagement Moreover, fanship, an individual's bond to their idols, plays a
techniques in fiction, described by Donald Maass as presenting crucial role in enhancing happiness, self-esteem, and social
novelty, challenge, or aesthetic appeal to readers, which leads to connectedness, which pushes forward the application of social
better identification with the story, while figuring out solutions identity theory in the realm of K-pop fans and expands the
for the main character´s actions, reflecting in an individual's psychological understanding of fandom and its extended
healing scheme [15]. therapeutic possibilities [22].
6.2 K-POP in Magic Shop 8 Findings
There is no doubt that science plays a crucial role in our Combining bibliotherapy, the Magic Shop psychotherapeutic
understanding of human beings, yet some phenomena, such as method and AI tools can offer a comprehensive mental health
compassion, altruism and empathy, remain enigmatic. These treatment model. Bibliotherapy provides cognitive and
concepts form the foundation of James Doty's work, particularly emotional benefits through literature and storytelling, the Magic
in his book Into the Magic Shop: A Neurosurgeon's True Story Shop method engages clients in creative and transformative
of the Life-Changing Magic of Mindfulness and Compassion, experiences, and AI tools ensure continuous support and
which inspired not only this paper but also the lyrics of the K- accessibility (as shown in Figure 1).
pop group BTS's song "Magic Shop". The song, much like Doty's
book, is perceived to have a healing effect on many individuals,
resonating deeply within a therapeutic framework. Doty is not
only a renowned author but also a researcher who founded the
Center for Compassion and Altruism Research and Education
(CCARE) at Stanford University, which supports his desire to
analyze the interaction between the mind and body in relation to
the concept of Magic Shop [16].
6.3 K-POP in AI Chatbots
In the K-pop world, AI enhances fan interactions by fostering
parasocial relationships (PSI), a term that goes back to its roots
in 1956 when it was defined as the illusion of a face-to-face
friendship between audience members, along with the main Figure 1: Infographic of Innovative Supporting Approaches
factor of a one-sided relationship [17] with idols (Korean singers
within K-pop industry). Chatbots like "ChatGPT", "Replica" or Note. Created with Canva.com
"Mydol" offer more personalized conversations, deepening the
emotional connection fans feel with their favorite stars [18]. This a. Holistic Care: The union offers a multidisciplinary
can be particularly comforting for those dealing with anxiety or approach to mental health, addressing cognitive,
low self-esteem. emotional, and practical needs. By considering the
AI-driven PSI offers new avenues for addressing anxiety, whole individual, this approach promotes holistic
providing a controlled environment for emotional exploration. healing and improves overall well-being.
While there are risks of maladaptive obsessions, the positive
impact on psychological well-being is significant when managed b. Accessibility: AI tools streamline mental health
carefully [19]. As AI continues to evolve, its role in supporting services and provide immediate support, covering a
mental health in niche areas like K-pop will likely grow, offering gap to traditional treatments. This ensures that more
innovative solutions to common challenges [20]. individuals can access the help they need,
regardless of location or financial barriers.
7 Relevance for Cognitive Science & Cognitive
Behavioral Therapy c. Personalized Experience: Integrated approaches
Understanding how the human brain reacts to situations, making enable tailored interventions that can be adapted to
individuals feel distressed has been already covered. Now, it is individual needs and preferences. This personal
more than important to look for strategies to fight against it, apart involvement improves the effectiveness of treatment,
from medicaments. Recognizing an individual's need to support leading to the best results and a more satisfying
treatment experience.
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Usability of intelligent assistive technology used by
people with dementia and their caregivers
Klara Dečman
Cognitive Science, Occupational Therapy
University of Ljubljana & University of Vienna
Slovenia
kd1023@student.uni-lj.si, decmanklara@gmail.com
Abstract One of the most common diseases in old age, dementia is
recognized as one of the most costly and burdensome health
Intelligent assistive technology with context-aware computing conditions [2]. Statistics suggest that the growing global
and artificial intelligence can be applied to assist a person with population of older adults diagnosed with dementia reached
dementia and their caregivers with activities of daily living. This 44.4 million worldwide in 2013, with projections indicating an
paper samples such technologies with a focus on current increase up to 135.5 million by 2050. Concern over the limited
knowledge and practice concerning usability. We used a scoping availability of family and professional caregivers for this rapidly
study to address the objectives of the research. Our findings growing population is intensifying (ibid.). As the population
to individuals’ needs and capabilities it is not commonly available often lack the key skills to provide the necessary level addressed in the literature. Furthermore, while researchers are of care [5]. Furthermore, as family caregivers become more indicate that despite the importance of technology customization ages, the number of potential caregivers decreases, and those
aware of the concepts and aims of evaluating the usability of involved while struggling to balance other familial and social
technology, they seem to face difficulties in assessing them. roles and responsibilities, they often experience negative
Keywords depression, isolation, and sleep deprivation [6]. Technological consequences on their health, such as burden, anxiety,
Activities of daily living, cognitive assistance, dementia, innovation, including advances in communications, robotics, and
evaluation of usability, family caregivers, human-centered sensors, are perceived as promising to tackle these
design, scoping survey, user experience challenges [5]. Specifically, assistive technology (AT) refers to a
broad range of devices and systems designed to maintain or
enhance an individual’s functioning related to cognition,
1 Introduction communication, hearing, mobility, self-care and thereby
Dementia is a neurocognitive disorder, typically chronic and promoting their health, well-being, inclusion, and
progressive, characterized by impairments in cognitive functions participation [7]. AT is not designed to perform tasks on behalf
such as memory, attention, orientation, and language [1, 2] to the of the user, but are specifically designed to monitor the activities
extent that a person with dementia (PwD) is not able to of cognitively impaired users and provide appropriate assistance,
independently complete activities of daily living (ADLs) [3]. thereby enhancing the likelihood of achieving desired behavioral
Personal (pADLs) refer to basic physical needs such as dressing, outcomes [8]. A specific category of AT, cognitive orthotics [9]
toileting, bathing, and eating, while instrumental (iADLs) are or cognitive assistive technology [10] is designed to assist with
essential for living independently in the community, such as cognitive tasks. For instance, AT is employed to remind PwD to
preparing food, taking medication, and doing laundry [4]. The take medication or that their family member is visiting them next
ICD-11 [1] identifies three degrees of severity of any type of day [9, 10]. PwDs and their caregivers routinely use low-tech
dementia. In the mild stage, a PwD may live independently but aids, such as medication pill organizers, schedules, and notes.
requires supervision and/or support with iADLs, such as locating They are being offered high-tech aids, such as intelligent
everyday objects, and handling finances. In the moderate stage, assistive technology (IAT) that employs artificial intelligence to
PwDs require support to function outside their home assess whether and when an appropriate reminder or procedural
environment. They can accomplish only simple household tasks guidance is necessary for task completion [11, 12]. Additionally,
and experience difficulties with completing pADLs. In the severe IAT should be contextually aware: able to examine its
stage, memory impairment becomes profound, though it varies environment, react to changes within it, and thus provide help
by etiology. PwDs are fully dependent on others for pADLs and when needed [11].
they often experience total disorientation in time and place. Human factors and ergonomics are scientific disciplines
focused on studying the interactions between humans and other
Permission to make digital or hard copies of part or all of this work for personal or components of socio-technical systems [13]. The aim of
classroom use is granted without fee provided that copies are not made or distributed designing such products and systems is to minimize human error
for profit or commercial advantage and that copies bear this notice and the full and enhance human efficiency. One attempt at managing human
citation on the first page. Copyrights for third-party components of this work must
be honored. For all other uses, contact the owner/author(s). factors analysis and human errors is through the development and
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia deployment of measurement standards such as the Human © 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.cog.3 Readiness Levels (HRL) scale (ibid.). HRL complements and
supplements the Technology Readiness Level (TRL) scale, which platforms (APA PsycInfo, Google Scholar, IEEEXplore,
captures the maturity of technology before and after its ProQuest, PubMed, Scopus, Web of Science, as well as the
integration into a developing system [13, 14]: HRL emphasizes digital library facilities of the Universities of Vienna and
the readiness to develop technology for effective and safe human Ljubljana) with hand searches of electronic journals and
use, and it should capture human-related features of technology literature identified through literature readings. For this survey,
development [14]. Similarly to TRL, HRL scale is divided to we included original articles, conference proceedings, and PhD
nine stages: basic research and development of principles, thesis; written in English; and published “within the last decade”
concepts, and the application of human characteristics, (i.e., since 2013). To be covered, IATs further had to meet the
performance, and behavior, along with guidelines incorporating following inclusion criteria: direct applicability to dementia care,
human-centered requirements to enhance human performance focus on assisting with ADLs, PwD, and/or family caregiver as
and human-technology interactions (HRL 1…3); development a user. We excluded IATs developed for the support of other (if
and assessment of user interface design concepts and prototype related) disabilities, such as traumatic brain injuries; that could
simulations in laboratory and real-world environments only be used by professional caregivers.
(HRL 4…6); full-scale testing, verification, and deployment in
an operational environment with representative users and system
hardware and software (HRL 7… 8); and the final stage, where 3 Findings
the system is actively used in the operational environment with We illustrate our findings for each research question using the
systematic monitoring of human-system performance technologies: COACH [10, 11] and AWash [19] (targeted ADL:
(HRL 9) [14]. HRL is closely linked to user-centered design, a handwashing); DRESS [20] (getting dressed); ToiletHelp [21],
framework for the design and development of new products or (using a water toilet); and Smart Toothbrush [22] (brushing
the assessment and evaluation of existing products that explicitly teeth). The pADLs supported by these IATs must be performed
considers potential users’ needs, wishes, and subjectively regularly to maintain the person’s independence, health, and
perceived limitations of the IAT [5, 9, 12]. overall well-being. As dementia progresses, PwD becomes
Some key definitions from the ISO standard on increasingly dependent on others to complete ADLs, affecting
ergonomics of human-system interaction [15] read: “3.13 their family caregiver and society (cf. section 1). usability: extent to which a system, product or service can be
used by specified users to achieve specified goals with 3.1 Human Readiness Levels
of use. … 3.3 effectiveness: accuracy and completeness with introduced in section 1, with most of the surveyed technologies effectiveness, efficiency, and satisfaction in a specified context We assigned aggregated HRL scores according to the groups
which users achieve specified goals. … 3.4 efficiency: resources ranking at HRL 7…8: COACH, AWash, and ToiletHelp. This
used in relation to the results achieved. Typical resources include likely results from our choice of targeted content, as we aimed to
aspects of usability include user satisfaction, the “extent to which Toothbrush to the HRL range 4…6, as the first is about time, human effort, costs, and materials.” Further important focus on IATs close to HRL 9. We mapped DRESS and Smart
the user's responses resulting from use meet the user’s needs and developing and evaluating a prototype in preparation for in-home
expectations; how accessible a product, system, service, or trials with PwDs, while for the second only preliminary
environment is to individuals with diverse needs, characteristics, laboratory testing was conducted with healthy individuals.
and capabilities is another element of usability”. As examples of
differences in terminology, see e.g. [16], where utility refers to 3.2 Different stages of Dementia
usefulness The IATs selected for this article are intended to provide targeted covers how pleasant and easy to use technology is whether the design provides features that users need and
(usability) and whether it does what users need (utility). assistance for different stages of dementia. ToiletHelp is aimed
to be used by PwD in the mild stage of dementia, COACH in
moderate to severe stage, DRESS and Smart Toothbrush in
2 severe stage, while for AWash we have not found any explicitly Methodology
targeted stage of dementia. We found no evidence of
This short survey covers only some of the findings of my ongoing technologies taking into account individual differences and
more comprehensive review of topical IATs [17]. For this needs of PwDs and their caregiver, consequently, we were not
survey, the following research questions to explicate the able to find such technology that would be able to adapt
coverage of usability will be addressed: according to the actual severity of dementia as disease progresses
(cf. section 3.3). Such customization is needed as cognitive
1. What is the maturity of IAT for human use (= its HRL)? functions progressively deteriorate, with fluctuations in rating
2. (How) do the developers take the progression of the disease occurring throughout the day or as the system would be used over
into account? periods ranging from weeks to months or even years [20, 21].
3. How exactly is technology being assistive?
4. How is the usefulness and usability of the technology
evaluated (if at all)? 3.3 Notions of Assistance
Assistance involves interacting, with prompting being an
Our scoping study maps key concepts, main sources, and interaction strategy that has become widely popular also in the
types of evidence available for the domain targeted. For context of IATs. Within our target domain, we found audio
methodological transparency, we followed the PRISMA-ScS prompts to be most common as they are part of COACH, AWash,
checklist [18]. Our search combines electronic database DRESS, and Smart Toothbrush. Such assistance should guide
PwD through the sequential steps of the activity by pre-recorded of IAT largely depends on its utility and its unobtrusiveness,
voice commands. Visual prompts include videos of steps of which can encourage more consistent use.
activities (COACH); pictures of correct clothing items (DRESS); The current understanding of usability reflected in the
use of different lights to attract attention to the appropriate use of literature indicates that even when researchers are aware of the
an object (DRESS, Smart Toothbrush); and texts with related concepts and terminology and aim to assess them, they
instructions (ToiletHelp). DRESS consists of motivational have difficulties in doing so with unified questionnaires or
prompts in the form of songs or videos favored by the PwD are standardized testing procedures.
meant for when a PwD should get stuck in an activity, and are
configured by the family caregiver. COACH has options for
increasing levels of support: low-guidance and high-guidance 4 Relevance of Cognitive Science
verbal prompts, video demonstrations, or placing a call to the The goal of the inter-disciplinarity of Cognitive Science is to
caregiver. DRESS offers the choice of continuous mode, which address the question of how does the mind work – why we do the
includes chronological directions across all steps of an activity, things we do, think the way we think, and how we perceive the
and independent mode, in which no audio prompts are provided world around us – by trying to understand and explain underlying
while the PwD is donning a shirt, and the caregiver should mental processes and mechanisms of human behavior from the
receive text messages on their device either when help is needed point of view of each discipline [24]. In user interfaces,
or dressing is completed. Nominal assistance provided by computational models of human behavior are used to describe
ToiletHelp consists of acknowledgment messages displayed to and capture our understanding of typical user actions, predict
reassure the users they have completed every step of the activity; future actions, and guide users toward improving their
when the need is recognized, instructions are repeated. If a user actions [25]. These computations are typically based on internal
should still fail, an alert informs the caregiver the PwD is having symbolic knowledge representations, allowing a cognitive agent
trouble, along with a reassurance message being displayed to the to manipulate symbols to gain information about the external
PwD. world and determine how to act effectively – plan and perform
The IATs we identified can help guide PwD through activities, actions, and achieve specific goals [26]. Evolutionary
but it is crucial to tailor such assistance to individual needs and psychologists view the information processing architecture of the
adjust it as dementia progresses [20]. While there are cases where brain to consist of adaptive problem-solving systems that use
differing/increasing levels of assistance are provided by information to adaptively regulate physiology and behavior. In
IATs [10, 11], such adjustment is not commonly documented in this perspective, attention, learning, emotion, and motivation all
the literature. Despite its importance, our research indicates that play key roles in minds work and how we respond to our
there is also a lack of consistency in the terminology used to environments [27]. In particular, motivation can guide cognitive
describe the adjustment of IATs to individual needs (e.g. processes: When a PwD becomes fatigued, their motivation to
customization, personalization, adjustment, adaptation). continue activities declines. IATs can help by providing
motivational prompts, such as favorite music or videos, which
3.4 Usability evoke emotional memories. This is but an example of how,
The resources we analyzed indicate a dearth of commonly used cognitive science provides crucial insights into how users
standardized usability tests; out of the systems surveyed, only perceive, process, and interact with technology and consequently
Awash was assessed using the System Usability Scale (SUS) affects both, the improvement of designs and testing of usability
questionnaire [23]. Instead, information about the usability of and usefulness. It is a “bridge” between applied artificial
IATs is often gathered through user interviews [10, 11, 20, 21], intelligence and user experience.
observation, and performance testing [10, 11, 19, 21, 22]. One important objective of applied artificial intelligence is
In terms of effectiveness, COACH and AWash users were the development of cognitive orthotics, designed to enhance and
able to independently complete more steps of activity and engage expand the user’s cognitive abilities [28]. It is not about
less with caregivers while using IAT. Regarding technology imitating human abilities, but rather extending efficiency , the them.
developers of the Smart Toothbrush have estimated its battery The key focus is the importance of creating systems that combine
life, while those of DRESS considered the final product's cost. In human and machine components in a way that maximizes their
terms of user satisfaction, caregivers noted several benefits of individual strengths taking into account ethics. To design
DRESS, including validation of memory loss, empowerment of successful cognitive orthotics, interdisciplinary teams are
PwD, promoting privacy and dignity, and providing caregiver needed to unite relevant knowledge and perspectives of
respite. ToiletHelp was reported to increase PwD’s autonomy, professionals (such as computer scientists, engineers, physicians,
boost self-esteem and dignity, and reduce the burden on cognitive psychologists, and neuroscientists) together with
caregivers. Participants rated AWash with a positive user stakeholders and users of technology (ibid.).
experience. On the other hand, difficulties in using the
technology were due to varying stages of dementia, visual and
sensory perception issues, the need to change routines, and 5 Limitations and Future Work
affordability issues [20]. Users expressed dissatisfaction with As technology advances rapidly, future research should explore
long delays between tasks and the frequency of a wider range of IATs using novel modalities and supporting
prompts [10, 11, 22], while overlapping video and verbal more diverse ADLs. This limited study cannot form generalized
messages used in ToiletHelp caused distraction. The acceptance statements about IAT usability for PwD and caregivers, as
comparing specific ADLs is challenging due to variations in [10] N. M. Dharan, M. R. Alam, and A. Mihailidis, "Speech-Based Prompting
particular activity structure, cultural contexts, and dementia System to Assist with Activities of Daily Living: A Feasibility Study,"
Gerontechnology, vol. 20, pp. 1-12, 2021.
stages. We focused on a small subset of IATs addressing some [11] S. Czarnuch, "Advancing the COACH automated prompting system toward
pADLs, excluding those covering iADLs and multiple ADLs. an unsupervised, real-world deployment," Ph.D. dissertation, Dep. Philos.,
[17] takes a step in this direction. BME, University of Toronto, Toronto, Canada, 2014.
[12] A. J. Bharucha, V. Anand, J. Forlizzi, M. A. Dew, C. F. Reynolds, S.
Stevens, and H. Wactlar, "Intelligent Assistive Technology Applications to
Dementia Care: Current Capabilities, Limitations, and Future Challenges,"
6 Conclusion Am. J. Geriatr. Psychiatry, vol. 17, pp. 88-104, February 2009.
Dementia is becoming increasingly prevalent, posing a major [13] V. Newton, A. Greenberg and J. See, "Project Management Implications and
Implementation Roadmap of Human Readiness Levels," in HCIBGO 2017,
societal, economic, and global health challenge. While extending Cham, 2017.
the duration of PwD’s stay in their private homes may be seen to [14] ANSI/HFES 400-2021: Human Readiness Level Scale in the System
help alleviate the strain on institutional settings, it in turn places Development Process, Human Factors and Ergonomics Society,
Washington, DC, 2021.
a significant burden on family caregivers. While IATs are
[15] ISO 9241-210: Ergonomics of human-system interaction — Part 210:
intended to enhance the independence of PwD and reduce the Human-centred design for interactive systems, International Organization
caregiver's burden, our literature review efforts suggest that for Standardization, 2019.
usability aspects are not systematically assessed. This gap is also [16] J. Nielsen, "Usability 101: Introduction to Usability," nngroup.com.
linked to current HRLs, which indicate that existing IATs are not Accessed May 17, 2012. [Online]. Available:
https://www.nngroup.com/articles/usability-101-introduction-to-usability/
fit for deployed use by PwD. Moreover, we find that IAT is often [17] K. Dečman, “Intelligent assistive technology and family caregivers of people
not designed to adapt to the progression of the disease, affecting with dementia: Does it work?” M.S. thesis, Dept. Cogn. Sci., Uni-Lj.,
its utility and usability. Heavy terminology such as Ljubljana, Slovenia, 2024 (forthcoming). intelligent
assistance [18] A. C. Tricco et al., "PRISMA Extension for Scoping Reviews (PRISMA- appears to be employed all too easily. Furthermore,
ScR): Checklist and Explanation," Ann. Intern. Med., vol. 169, p. 467-473,
practice in assessing and reporting usability appears to leave October 2018.
significant room for improvement. [19] Y. Cao, F. Li, H. Chen, X. Liu, S. Yang, and Y. Wang, "Leveraging
Wearables for Assisting the Elderly With Dementia in Handwashing," in
Acknowledgments IEEE Trans. Mob. Comput., vol. 22, no. 11, pp. 6554-6570, 2023.
[20] W. Burleson, C. Lozano, V. Ravishankar, J. Lee, and D. Mahoney, "An
I would like to express my gratitude to the University of Assistive Technology System that Provides Personalized Dressing Support
Ljubljana and the University of Vienna for allowing me to for People Living with Dementia: Capability Study," JMIR Med. Inform.,
vol. 6, no. 2, 2018.
choose a Master’s thesis topic of personal and professional [21] I. Ballester, M. Gall, T. Münzer and M. Kampel, "Vision-Based Toilet
importance. I am particularly thankful to my supervisor Univ.- Assistant for People with Dementia in Real-Life Situations," in IEEE
Lektor, Dipl.-Ing., Dr. Paolo Petta, for your guidance and the PerCom Workshops, Biarritz, France, 11-15 March 2024, pp. 141-147.
opportunity to learn from you. [22] M. E. S. Jannati, "Design and Implementation of a Smart Toothbrush for
Individuals with Dementia," M.S. thesis, Dept. ECE, The University of
Manitoba, Winnipeg, Manitoba, Canada, 2020.
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vol. 189, November 1995.
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Open Science and Goodhart’s Law
Tomaž Pisanski Vladimir Batagelj Jan Pisanski
pisanski@upr.si Vadimir.Batagelj@f mf .uni- lj.si jan.pisanski@f f.uni- lj.si
University of Primorska University of Primorska University of Ljubljana
Koper, Slovenia Koper, Slovenia Ljubljana, Slovenia
IMFM IMFM
Ljubljana, Slovenia Ljubljana, Slovenia
ABSTRACT Main players involve authors, editors, referees, publishers,
libraries, readers, universities, learned societies, funding agencies
The influence of Goodhart’s law to the development of Open Sci-
and taxpayers.
ence is discussed. Science Citation Index (SCI) and Open Access
Publishing within classical publishing model was time consum-
(OA) are important steps in the path from Science to Open Sci-
ing and required efforts from all parties. This somehow prevented
ence (OS). The main conclusion is that flawed openness replaced
the inflation and hyper-production of papers.
quality in Open Science.
The model was mainly "subscription model" where articles
KEYWORDS were available in printed volumes of a journal. University and
departmental libraries subscribed to major journals, covering
Open Science, Open Access, Article Processing Charges, Good-
selected fields of science. The contents of earlier volumes were
hart’s Law, Free Journal Network
available to library users. Most libraries were open to local com-
munity and also to visiting researchers. Several learned societies,
1 universities and institutes published their own journals, associ- FROM SCIENCE TOWARDS OPEN SCIENCE
ated with a given library and used them for exchange purposes.
1.1 Science Instead of paying subscription to a similar journal they would
Traditionally, scientists disseminated their findings by publishing simply exchange the journals. In this way a library was able
their results in scientific journals. This is a key mechanism for to save money to subscribe to journals that were not available
knowledge transfer among scholars and therefore an important for exchange. This was an important way for wealthy western
subject of cognitive science. In the old days, the process of writ- scientists to help scientists from Eastern block and third world
ing a scientific paper was completely different. The author had countries. Later the revenue from scientific publishing was one
to type the paper on a typewriter leaving spaces for handwritten of the main sources of income of major learned societies. Unfor-
greek letters, symbols and formulae. With the advent of copying tunately, by acquisitions and mergers eventually a very small
machines only cumbersome paper "cut-and-paste" method was number of huge multinational publishers emerged. These pub-
available. Smaller misprints were overtyped whilst larger correc- lishing houses control the field of scientific publishing.
tions required replacing whole pages. Professional typists, not
available for everyone, could speed up the process. Manuscripts
were sent for publication by ordinary mail in several iterations,
depending on the referees’ requests.
Rise of technology quickly brought up big changes. The intro- 1.3 Transition to digital
duction of personal computers replaced typewriters by keyboards
The advancement of technology, in particular ICT (Information
and drastically enlarged the population of those who were able to
and Communication Technology), in the second half of the twen-
compose texts on a computer and simple editors introduced cut-
tieth century with the transition from analog to digital completely
and-past method of writing. Specialised software for producing
transformed the process of scientific publishing.
high-quality scientific drawings and diagrams enabled publishers
The costs of all stages of publishing decreased. More and more
to request camera-ready manuscripts from the authors. Authors
work was transferred from publisher – printer to author. Pub-
no longer focused only on the subject of their work but also on
lishing a paper became easy and inexpensive. The number of
the look it will have when printed.
scientific journals started to grow even more rapidly.
Surprisingly, major publishers did not lower the cost of sub-
1.2 Characteristics of Classical Publishing scription to their journals. On the contrary, they started to bundle
Model journals. If a library wanted to continue subscription to a jour-
nal it had to subscribe to the whole bundle of journals, many of
Classical publishing model was robust and healthy. It was free
which it had no interest in.
for authors. Certain journals were even paying author fees. Sur-
When papers became available in a pdf form, the need for
prisingly, it was (almost) free for readers via libraries of public
printed versions decreased. This also meant there was no way to
universities.
prevent an unauthorised access to the paper. The first electronic
journals appeared.
Permission to make digital or hard copies of part or all of this work for personal
There is a big difference between subscription to printed jour-
or classroom use is granted without fee provided that copies are not made or
nal and electronic journals. Old volumes of printed journals re-
distributed for profit or commercial advantage and that copies bear this notice and
the full citation on the first page. Copyrights for third-party components of this main in the library and are available to anyone having access
work must be honored. For all other uses, contact the owner /author(s).
to the library. On the other hand, volumes of electronic jour-
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
nals remain with the publisher who may deny access to the paid
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.cog.4 volumes after the subscription runs out.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Pisanski et al.
2 GROWTH OF SCIENTIFIC PRODUCTION; computers. No peer review is needed. The paradigm "Publish or
SHIFT OF GOALS Perish" was upgraded to "Be Cited or Perish".
In the past century we experience tremendous growth of pub-
3 BIBLIOMETRICS
lished scientific works. There are several factors contributing to
With the Science Citation Index (SCI) a number of statistical mea-
this phenomenon.
sures were introduced that would help profiling an author, the
work or the journal. The science of bibliometrics was born. It was
2.1 Publish or Perish
later extended to scientometrics and ultimately to informetrics.
"Publish or perish" is an aphorism describing the pressure to
SCI introduced a number of measures, indicators or metrics,
publish academic work in order to succeed in an academic career. trying to capture certain properties of articles, authors and jour-
It first appeared already in the first half of the twentieth century.
nals.
For a long time the PhD was a sufficient proof of academic quali- journal cited half-life One such indicator is the . It is the median
fication. It was not unusual that the PhD Thesis was the greatest
article publication date for each journal citation during one calen-
scientific achievement of a scholar. Unfortunately, the growth in
dar year. In general, the journal cited half-life is small for recent
the number of universities and scientists led to inflation of PhDs.
journals while it is large for older, well-established journals. On
Some scholars would simply stop doing research when hired.
the other hand it depends, as any other indicator on the scientific
Employers began requesting a constant flux of publications as a field and the culture of publishing in that field. Finally, a large
proof of scientist’s devotion to research. Those who were unable
journal cited half-life indicates that publications in that journal
to maintain high publication rate would be discouraged to stay
remain relevant for a long time. Hence the new knowledge is
in academia. And quantity became a proxy for quality.
persistent and not merely mundane. Nowadays, it would not be
difficult to equip any bibliographic database with computation
2.2 Quality control of journal journal cited half-life.
Ever since scientific journals appeared in seventeenth century, 3.1 Journal Impact Factor the quality of publications was in the hands of scientists using
Notorious Impact Factor (IF) is a ratio between the number of
the system of peer review. This was natural since everybody
citations in a given time period - usually a calendar year, to the
involved: authors, editors, referees and readers were scientists.
articles, published in another time period - usually two calendar
With the growth of number of journals it became clear that
years before. Sometimes they present also 3-year or 5-year impact
not all journals apply the same standards for accepting a paper
factors.
for publication. Obviously there was a problem of quality control.
For some reasons a 2-year impact factor prevailed and became
In mathematics there was a secondary system in place. It
a standard. In certain sense a 2-year impact factor is complemen-
started in Germany before WWII. Eventually, three refereeing
tary to a journal cited half-life. Definitely, a 2-year IF is not the
journals were established, one in the Soviet Union, one in the USA
best indicator for mathematics when compared with other sci-
and one in Germany (nowadays at the European Mathematical
ences where citation culture is different. For instance, when 1756
Society). If a review of a paper does not appear in one of those
SCIMAGO journals covering the subject area of Mathematics
refereeing journals, the paper is likely not to be interesting for
are ranked according to Cites/Docs. (2 year) for the year 2023,
mathematicians.
among the top 50 journals only one journal has Mathematics as
For science in general there is a similar publication, called
the primary subject area.
Current Contents.
3.2 Metrics and Ranking
2.3 Citation index
Having different indicators for a set of journals is good. It gives
If we know for each paper the list of papers it cites, we can also
a higher dimensional description of each journal. However, each
produce the inverse index, i.e. the list of papers that cite a given
indicator may be used for sorting and hence for ranking. There
paper. Such index is called citation index. In 1964 Eugene Garfield
is a strong tendency to devise an indicator that would measure
conceived the Science Citation Index (SCI) [3]. Using citation
quality; an impossible task.
index one can easily detect most follow-ups to a paper covering
Never-the-less since early seventies the Impact Factor is con-
a topic of scientist’s interest. Clearly there are certain limitations.
sidered by many a proxy for the quality of a journal. The false
One has to select a collection of journals from where papers and
reasoning goes along the following lines:
their references are included. This may introduce some bias. •
Outstanding scientists publish their work in high-quality
journals.
2.4 Impact • The work of outstanding scientists is frequently cited.
On the other hand, if the database is stored in a computer one can •
High-quality journals have high impact factor.
easily perform some statistics. For instance one can store with •
Wrong conclusion: Work published in a journal of high
impact factor is of high quality.
each paper the number of its citations. One can also compute
how many citations each author has. This may, again, help the
scientist to select the papers to look-up and authors to follow. 3.3 Power law and related statistical laws
However, it also leads to all kind of rankings. Citation indices When plotting the distribution of ranked impact factors, one
became very useful not only to scientists but also to their employ- can observe the exponential decay. Impact factor 𝐼 𝐹 𝑟 of rank ( )
ers and funding bodies. Instead of comparing the added knowl- 𝑟 journal is proportional to 1 𝑟 for some constant 𝛼. This is / 𝛼
edge of someone’s research, it is "sufficient" to select the highest known as the power law. Roughly speaking this means that there
ranked candidate. Selection can be done by administrators or are only a few journals with high impact factor and there are
Open Science and Goodhart’s Law Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
many journals with small impact factor. One way of stating this For ordering extra reprints it was not uncommon to charge the
is that 20 percent of most cited journals receive 80 percent of authors. Also, one could be charged for insisting that the fig-
citations; see [7]. Several of these laws were first observed in ures be printed in colour. On the other hand, some prestigious
bibliometrics. However it is interesting to observe that these journals, started requesting article processing charges (APC).
laws are universal and apply to a variety of unrelated situations, Employers and funding agencies soon recognised that if they
perhaps by choosing the right value of parameter 𝛼. want their scientists to publish in the journals with very high
impact factor, they will have to cover the costs of APC. Some
4 GOODHART’S LAW scientific disciplines such as mathematics declined this model.
When judging whether to pay APC or to send a graduate student
British economist Charles Goodhart is credited with expressing
to an international workshop many mathematicians give prece-
the core idea of a law in a 1975 article on monetary policy in the
dence to student. However, the publishers realised that money
United Kingdom. "When a measure becomes a target, it ceases to
could be presented as a proxy for quality and raised their prices.
be a good measure"; see [4]. Another way of saying is "that once
a metric is used as a basis for decision-making or control, it loses
its reliability as an accurate measure".
The main rationale behind this law is adaptation or even gam- 5.2 Diamond- and Green Open Access
ing to improve one’s rank. If high rank means high reward, it
In the last decade of the twentieth century some of the first
is plausible, that some people will do anything to improve their The Electronic
purely electronic journals appeared. For instance,
score for the given indicator. Each measure for assessment of Journal of Combinatorics (E-JC) was funded in 1994. It was free for
researchers and journals became prone to Goodhart’s Law.
authors and readers. It is run by scholars and not by commercial
publishers. This is nowadays called a , with diamond open access
4.1 Goodhart’s Law and Bibliometrics no cost for authors and no cost for readers. E-JC is a founding
member of the Free Journal Network [9].
When the number of publications are counted, researchers will
Even before that, in 1991, an e-print server was launched arXiv
tend to split long papers and publish short bits and will thus
where preprints in some scientific disciplines may be uploaded.
increase the number of publications. Instead of publishing papers
Nowadays, such posting of preprint before peer review is called
alone they may increase their output several times if more coau-
thors sign the same publications. There is no increase in quality green open access.
For a while it seemed that this model will force big publish-
of their output.
ers to lower the prices of their journals. In the battle between
When the number of citations decide who is winning a grant,
scientists and multinational commercial publishing houses, the
the number of citations soared. The authors started citing their
scientist should have won. It was expected that governments will
own papers, even if citations were not needed. When self-citations
support scientists in the fight against greedy publishers; [10].
ceased to count, friendly researchers helped each other with cita-
However, politics works in mysterious ways.
tions.
When the ℎ-index was introduced, the key publications of
potential PIs in a research group had to be cited.
Employers and funding bodies understood that blindly re- 5.3 Budapest Open Access Initiative (BOAI)
warding high production authors with large impact papers does
In December 2001 there was a two-day conference, producing a
not mean rewarding high-quality science as there was no prob-
declaration called Budapest Open Access Initiative. The declara-
lem in publishing papers in low-quality journals and getting
tion was launched in February 2002, having 16 original relatively
many citations in such journals. On the contrary, in many cases
unknown individual signatories. This initiative has been financed
those fabricating papers and citations easily outperformed best
by Soros’ private Open Society Institute with 3 200 000 USD. It is
researches. That is why the quality of journal in which the paper
recognised as one of the major defining events of the open access
was published became important; in practice this meant journals
movement, [8]. Up till now it has been signed by about 0.1% of
with high impact factors.
world scientists.
By Goodhart’s law, predatory publishers flourished, multiply-
ing their journals and boosting their impact factors.
Production of new knowledge ceased to be important. It is
the impact of their work published in high-impact journals that 5.4 Gold Open Access and APC
counts. Gold Open Access requires the author to pay Article Processing
There is a difference in Goodhart’s law and other laws, used in Charges (APC) to keep article freely available to the reader. Cur-
bibliometrics. Goodhart’s law involves time and decision while rently a typical APC exceed 3000 EUR. This brings enormous
laws based on power law are based on rankings. profits to publishers. It is estimated that the costs per article
There are not many studies of Goodhart’sl law in bibliometrics. should not exceed 1000 EUR.
An exception is a comprehensive study reported in [2]. Clearly, APC model is not viable if costs are indeed covered
by the author. The author must find someone who will cover the
5 OPEN ACCESS A STEP TOWARDS OPEN costs of APC. This is an ideal model prone for corruption at all
SCIENCE levels. In the APC model, money becomes a substitute for quality.
and researchers must compete for money that will cover their
5.1 APC model publication costs.
The idea that authors or their institutions should make financial The difference between Green and Diamond Open Access
contributions for their publications is not new. In the times of pa- and Gold Open Access is huge. One can speak of two opposing
per publications, the publisher would grant some, say 25 reprints. concepts sharing the same name: Open Access.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Pisanski et al.
6 IMPLEMENTATION OF OPEN SCIENCE OS is only open to those within the system. Independent criti-
6.1 cal scientists adhering to high ethical standards are left out. OS is Recommendations, Declarations, . . . .
concerned only with current and future publications. No pressure
There are numerous mostly political papers, initiatives, recom-
to commercial publishers to open archives of papers published
mendations, declarations, pushing for Open Access, Open Sci-
previously under paywall and make them free for everyone. A
ence, Open Research, etc. Due to limited space we mention only
large part of science remains closed to authors and readers that
a few of them. For more information, see e.g. [1, 5].
are unable to secure money.
While the OA has been launched bottom up by 16 individuals
Scientists no longer decide what is the quality of their work.
meeting in Budapest, backed up by 3.2 Million USD from Open
They even have to pay private companies to tell them that. For
Society Institute, OS is a political concept that is revolutionis-
instance, public employers and public funders base their decisions
ing Science from top to bottom. It seems it was first formally
about the quality of candidates on data bought from private
expressed by UNESCO in November 2021 in the UNESCO Rec-
companies running services, such as WoS or Scopus.
ommendation on Open Science.
There is a problem of citation culture among different scientific
The concept has been embraced by European Commission
fields. For eaxample, if average scientists from a scientific field,
that pushes it through Horizon Europe down to member states.
say 𝐴 with high ℎ-index compete for money in another field, say
For instance, Slovenia recently received 16 000 000 EUR for pro-
𝐵 they may be ranked higher than the best scientists of the field
moting OS. It appears this money does not go for science but for
𝐵 . This may have negative effect on the future of the field 𝐵 .
administration.
There is no real need for repositories at every public institu-
The Barcelona Declaration on Open Research Information
tions. One repository at the European level with several backups
emerged from a workshop with over 25 experts interested in
would suffice. Instead of creating jobs for scientists repositories
changing the research landscape. The declaration that was signed
create jobs for administration. Repositories of papers and data are
on 24 April 2024 is a political statement of an unidentified commu-
not intended for individual scientists. It appears they are intended
nity. The authors do not act as individuals and do not represent for the AI data-harvesting algorithms of private companies. This
scientific community. They write: . . . we, as organizations that
service again will be sold back to scientists.
carry out, fund and evaluate research, commit to the following . . . ". One could say, that the OS is a model that diverts public money
The first out of four commitments is strong. We will make open-
from scientists to administration and private companies.
ness the default for the research information we use and produce. It
leaves no room for science outside Open Science. While OA was ACKNOWLEDGEMENTS at first optional, OS makes it mandatory.
Work of VB is supported in part by ARIS (research program
P1-0294 and research projects J1-2481 and J5-4596). Work of JP
6.2 is supported in part by ARIS (research program P5-0361 and Goodhart’s Law and Open Science.
research projects J5-2551 and J5-4596). Work of TP is supported
Since journal impact factor remains a measure, the number of
in part by ARIS (research program P1-0294 and research projects
journals and publishers keeps increasing. In general, neither OS,
N1-0140, J1-2481 and J5-4596).
nor universities nor funding organisations address the problem
of low-quality high-impact factor predatory journals. Several REFERENCES scientists lower ethical standards and publish their papers in
[1] Batagelj, Vladimir. 2024. Bibliographic mix. [Online; accessed 21-September-
expensive journals with mild or no refereeing. The costs are 2024]. (2024). https://github.com/bavla/biblio/blob/master/doc/sreda1348.pd
f .
reimbursed by their employer or funding organization.
[2] Michael Fire and Carlos Guestrin. 2019. Over-optimization of academic
Ever since the number of publications became a measure, sci- GIGASCIENCE
publishing metrics: observing goodhart’s law in action. , 8, 6,
entists tend to publish papers with partial solutions to the prob- (June 2019). doi: 10.1093/gigascience/giz053.
[3] Eugene Garfield. 1964. "Science Citation Index"—A New Dimension in In-
lem. The number of co-authors per paper keeps increasing. The
dexing. , 144, 3619, 649–654. Science
number of published papers grows out of proportion. [4] Charles E. Goodhart. 1975. Problems of Monetary Management: The UK
After citations became a measure, the number of references per Experience. In . Reserve Bank of Australia. Papers in Monetary Economics
[5] Kotar, Mojca. 2022. Open science in the european research area (era). [Online;
paper keeps increasing. Some prominent journals fight citation
accessed 21-September-2024]. (2022). https://url.um.si/p7CSj.
inflation by limiting the number of references a paper may have. [6] Vojtech Kovarik, Christian van Merwijk, and Ida Mattsson. 2024. Extinction
risks from ai: invisible to science? (2024). https://arxiv.org/abs/2403.05540
Clearly, the references published by competing authors are first
arXiv: 2403.05540 . [cs.CY]
to go. F. Rouge,
[7] Vilfredo Pareto. 1896. Cours d’economie politique, volume i and ii.
Since APC remains as a valid model in OS, all kinds of unethical , 250. Lausanne
[8] Wikipedia contributors. 2024. Budapest open access initiative — Wikipedia,
practices emerge. In many cases, a ghost author, who did not
the free encyclopedia. [Online; accessed 31-August-2024]. (2024). https://en
contribute to the paper but may secure covering APC costs is .wikipedia.org/w/index.php?title=Budapest_Open_Access_Initiative&oldi
added to the list of authors. d=1242834910.
[9] Wikipedia contributors. 2024. Free journal network — Wikipedia, the free
It is disturbing that the goal quality is absent in some docu-
encyclopedia. [Online; accessed 31-August-2024]. (2024). https://en.wikiped
ments on OS, such as the Barcelona Declaration. The quality is ia.org/w/index.php?title=Free_Journal_Network&oldid=1231212463.
[10] Wikipedia contributors. 2024. The cost of knowledge — Wikipedia, the free
replaced by openness and Goodhart prevails. Scientists will adapt
encyclopedia. [Online; accessed 21-September-2024]. (2024). https://en.wiki
to new goals.
pedia.org/w/index.php?title=The_Cost_of _Knowledge&oldid=123957293
4.
7 CONCLUSION AND SUGGESTIONS
OS has some serious flaws. The main concern of OS is that scien-
tists financed from public funds are not allowed to profit from
their work – but everybody else can.
The Consistency of the Research Field Data
A Case Study of Library and Information Science in Slovenia
Jan Pisanski
Faculty of Arts, University of Ljubljana, Aškerčeva 2
Ljubljana, Slovenia
jan.pisanski@f f.uni- lj.si
ABSTRACT mapping of WOS categories to the fields of science, used in SICRIS.
Also see [2] for a brief history and overview of various mappings
SICRIS (Slovenian Current Research Information System) pro-
of fields of science/research fields.
vides a service listing top Slovenian researchers in a particular
While we were primarily interested in using bibliometric data
research field. In Web od Science (WOS) each journal is assigned
for representation of a particular research field, this can then also
one or more categories (research fields). When comparing these
be commonly used for evaluation of research. There are two main
data for the research field of library and information science (LIS),
approaches: expert evaluation and bibliometric analysis. While
we found that several of the top authors in the field according
expert evaluation is more traditional and qualitative, bibliometric
to SICRIS rarely or never published in the journals deemed to
analysis is quantitive in its nature. However, both of them have
belong to LIS in Web of Science. Several other authors, who were
their downsides. For discussion on trustworthiness of experts, see
not assigned the research field of LIS in SICRIS, were among the
e.g. [4]. Amongst others, Leiden Manifesto [5] points to dangers
most published Slovenian authors in LIS in Web of Science. This
of using bibliometric data without closely examining the context.
is an indication that results of any analysis of LIS in Slovenia will
It suggests various indicators should be used when evaluating
depend greatly on the criterion/criteria used.
researchers and their work and that bibliographic analysis should
KEYWORDS support expert evaluation.
Bibliometric Analysis, Research Fields, Slovenia, Library and
Information Science.
3 RESEARCH
1 INTRODUCTION While there are several different ways to approach the extent
As part of a project focusing on high-level bibliographic services, of publication on library and information science in Slovenia,
i.e. novel services based on existing bibliographic data, we in- we looked at the publications in Web of Science (WOS). This
tended to perform a domain analysis of library and information was done with intention to identify the most prominent works
science (LIS) in Slovenia from a bibliometric perspective. This and authors, as journals indexed in WOS go through a rigorous
contribution describes the initial step that was simply intended process. However, this also means that we omitted from analysis
to provide an overview of research and researchers but came all other publications, including papers published in Slovenian
up on several issues regarding assignment of research fields and language journals.
yielded some interesting findings, particularly for establishing Although it may not have the same coverage of social sciences,
the scope of the research field in Slovenia and elsewhere, but for this kind of insight WOS compares favourably to similar ser-
also in view of providing better services to the users of academic vices, such as SCOP US and Google Scholar, as it allows searching
bibliographic databases. based on WOS Categories field which represents the subject cat-
egories/research fields of the journals [7]. It has to be noted that
2 BACKGROUND the WOS Categories field provides general information about the
thematic nature of the journal rather than each particular paper.
There is a lack of a bibliometric overview of information scien-
However, this is still the easiest way to get a quick overview
tists and librarians in Slovenia and their works, collaborations
of a research field, as all of the subject related data pertaining
etc. One of the reasons is the nature of the field(s) of library
to individual papers in WOS describes the thematic nature of
and information science, where sometimes it is difficult to draw
the papers in higher granularity. Each journal in WOS can be
the distinction where the boundaries of the field are. On the
assigned one or more subject categories.
other hand, relatively high-quality information on Slovenian re-
In April 2024, we performed a search in WOS Core Collection
searchers is stored in SICRIS (https://cris.cobiss.net/ecris/), the
for publications where Address field included »Slovenia« and
Slovenian current research information system, which provides
the value in the WOS Categories field was »Information Science
multiple tools for basic bibliometric analysis.
& Library Science«. We did not limit the search to any particular
Other studies have focused on the research fields in Slovenia
time period, which means that the more experienced authors
(e.g., [1], [6], [8]), however at a more general level, not specifically
were more likely to be on the list. Also, we did not limit the
for LIS and without mention of the issues related to research fields
results to particular types of publications (e.g. articles), since
discussed herein, whereas [2] discusses among other things the
the “linked records” categorization in SICRIS, which we used
Permission to make digital or hard copies of part or all of this work for personal
in comparison, also does not limit this. However, even if we
or classroom use is granted without fee provided that copies are not made or
did, the situation regarding top authors would still be similar.
distributed for profit or commercial advantage and that copies bear this notice and
the full citation on the first page. Copyrights for third-party components of this Since Address was limited to Slovenia, the list excludes Slovenian
work must be honored. For all other uses, contact the owner /author(s).
authors who published research while working in other countries
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
and may also be missing authors with otherwise faulty Address
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.cog.5 data.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia J. Pisanski
Table 1: Top 10 Slovenian authors in SICRIS, their research fields, number of established links to WOS publications in
SICRIS and number of publications with LIS as WOS Category
Author Research field 1 Research field 2 WOS LIS fraction
A Information science and librarianship Interdisciplinary research 89 0 0.0000
B Administrative and organisational sciences Information science and librarianship 55 2 0.0364
C Information science and librarianship 55 47 0.8545
D Economics Information science and librarianship 53 14 0.2641
E Computer science and informatics Information science and librarianship 39 0 0.0000
F Information science and librarianship Plant production 33 17 0.5152
G Information science and librarianship 31 29 0,9355
H Information science and librarianship 24 2 0.0833
I Information science and librarianship Economics 24 3 0.1250
J Information science and librarianship 21 18 0.8571
In SICRIS each researcher can be assigned up to two research There are several reasons for this phenomenon. In the SICRIS
fields, according to the ARIS (Slovenian Research and Innovation top 10 list, two prominent authors, marked in Table 1 as B and H,
Agency) categorization, which is “roughly harmonized with the published a majority of their works in different fields, confusingly
Field of Science and Technology Classification in the Frascati not explicitly named in SICRIS, before clearly switching their
Manual (OECD)” [1]. There are different levels of categoriza- research interest to LIS. For some others their area of expertise
tion with the first level representing science, the second level is on the boundaries of LIS, although, what constitutes LIS can
representing field and the third level representing subfield. For be debated. For example, two of the top 10 authors (A and E),
instance, Information science and librarianship is deemed as a including the top Slovenian author in LIS according to SICRIS,
field belonging to social sciences with no further subfields. On do not have a single work published in what WOS considers to
the other hand, Economics also is a field of Social sciences, but be LIS journals. In the case of author A, their second research
it has subfields, such as Business sciences. Authors may be as- field, Interdisciplinary research, provides a better understanding
signed a certain research field, even if it has subfields, or a certain on the nature of their publications.
subfield. According to the well-known Bradford’s law [3] there are
Among several features, SICRIS provides a higher-level ser- going to be some works published in journals that may not appear
vice (https://cris.cobiss.net/ecris/si/en/top/researcher) where a to be particularly relevant to a particular topic or research field.
user can look up most prominent Slovenian authors in a spe- For instance, [2] found such distribution for Slovenian agriculture
cific research field based on different indicators (e.g. number research group publication. However, there is still the question
of linked records and citations in WOS and SCOP US, h-index, of whether such a list of top authors represents the LIS research
other indicators linked to local evaluation practices). While this field well.
is not necessarily the only tool a user of SICRIS can use to get It has to be noted that the results were similar even if we
an overview of researchers in a research field, it is certainly the used other criteria in SICRIS. For example, the top 10 authors
quickest and easiest to use. by number of citations in WOS are the same, only the order
Compared to some other research fields, where it is harder changes slightly. Also, the list of the top 10 authors by number
to find the equivalents in both of the databases, LIS has the of connected records in SCOP US has two authors that do not
advantage of being relatively straightforward. While the names appear in Table 1, neither of whom again had more than 2 works
used for the research field in the two systems slightly differ published in LIS journals, according to WOS.
(»Information science and librarianship« in SICRIS; »information To further complicate the matters in terms of transparency of
science and library science« in WOS), at least the core of the two data, SICRIS user interface only lists the author’s first research
subject categories should be the same. field, in the top authors lists, which can be confusing to a novice
While the actual ranking of LIS authors in SICRIS does vary user, as it may appear that some of the top authors do not belong
slightly according to the indicator chosen (i. e. number of works to said field. In fact, many of the first year students of LIS at
in WOS and SCOP US, number of citations, etc.) there is a core the University of Ljubljana skipped such authors, when asked
group of authors that occupies top places for several categories. to provide a list of top authors in the LIS field, based on SICRIS
Table 1 shows the top 10 authors based on the number of linked data/user interface.
records in WOS according to SICRIS. In the table each author is Another issue that came up was that one of the top ten re-
represented with a letter of the alphabet for anonymity. searchers is a foreign citizen with an ARIS researcher number
When comparing the data of LIS authors in WOS, whose ad- having mostly worked outside of Slovenia. While this certainly
dress is in Slovenia (Table 2) and, the list of most prominent reflects the international nature of science, it may not accurately
authors in LIS in Slovenia based on number of publications in reflect the state of LIS research in Slovenia. However, this issue
WOS as provided by SICRIS (Table 1), we found a relatively large is not particular to LIS.
discrepancy. As seen in Table 1, half of the top 10 authors in LIS, On the other hand, there was also a notable group of authors
as provided by SICRIS, had less than half of their works published that was not assigned to the research field of LIS in SICRIS, whose
in LIS journals, as indexed by WOS. In fact, for all five of these works appeared relatively frequently in LIS journals in WOS.
authors the proportion is less than one third. Several new authors appeared in the top 10 list, if we only looked
at the data on publications in WOS. Two of those, marked here
The Consistency of the Research Field Data Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
Table 2: Top 10 Slovenian authors by the number of publications in the WOS Category Information Science & Library
Science journals and their assigned research fields in SICRIS
Author LIS Research field 1 Research field 2
C 47 Information science and librarianship
G 29 Information science and librarianship
J 18 Information science and librarianship
F 17 Information science and librarianship Plant production
K 16 Economics Computer science and informatics
L 15 Mathematics Computer intensive methods and applications
M 14 Information science and librarianship
D 14 Economics Information science and librarianship
N 13 Computer science and informatics
O 13 Information science and librarianship
as M and O, are authors whose field is declared in SICRIS to be criterion/criteria chosen to represent the field, as even the very
LIS. But there are also three authors who do not have LIS named top authors by one criterion may not be considered to be working
among their up to two research fields in SICRIS. Author here in the field by another.
marked as K mainly worked in bibliometrics, which was also the Further research could establish whether the issues found in
LIS topic covered by author L, while author N mostly wrote on this pilot study exist in other research fields and for other data
the topic of business intelligence. Such instances are not isolated, (e.g. different databases, different time periods). However, not
as several other authors who do not have LIS as a stated research all research fields in one database may have their exact equiva-
field in SICRIS just missed the top 10 list. lent in another database. Cognitive science, for example, is not
considered to be its own research field neither in SICRIS nor in
4 DISCUSSION WOS.
Generally, we suggest providing a clear explanation of the
While this is a brief look into a relatively small slice of two
topical nature of the work of each author, when providing list
databases, SICRIS would benefit from a recognition of the issue.
of top authors in a research field, Another possible solution is
The simplest solution would be to provide a clear explanation
omission of authors, who have a relatively low percentage of
on the nature of the data provided, when viewing top author
works published in journals from a research field from lists of
lists by research field. Alternatively, additional services could be
top authors in that field.
provided, based on other subject related data, such as WOS Cate-
While bibliographic databases offering high-level services that
gories or even keywords [7]. Ideally, services based on Bradford
bring to light otherwise “hidden” data are definitely welcome,
distribution would be provided.
users would benefit from indication of imprecise nature of data
The appropriateness of both the scope and designation of
and/or additional services that would try to account for the im-
SICRIS research fields of authors and the WOS Categories can be
precision.
debated. Their assignation procedures would benefit from greater
transparency. ACKNOWLEDGEMENTS
There is the issue of assignment of up to two research fields
The author acknowledges the financial support from the Slove-
per author in SICRIS, as this does not necessarily accurately
nian Research and Innovation Agency (research program P5-0361
represent the involvement of each individual researcher. In our
and research projects J5-2551 and J5-4596).
relatively small case study of LIS we found several authors whose
assigned research fields could be viewed as misrepresented.
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To be or not to be… a Nahuatl language learning App. The
long-term survival or discontinuation of indigenous
language learning apps on the example of Nahuatl
Evelyn Fischer †
MeiCogSci Student
University of Vienna
Vienna Austria
evelyn.fischer@posteo.com
Abstract In addition, by pure chance, many of the most learnt languages have less complex morphology than many minority Language learning apps for indigenous languages differ from the languages, and the apps that were developed with more analytic mainstream language apps in that they are not targeted at languages in sight, such as English, are not easily fully commercial success and might need to accommodate different extendable to Morphologically Rich Languages, such as isiZulu linguistic and cultural aspects than the most learnt languages. [3], Turkish [4] and Nahuatl. The present paper considers the present and past Nahuatl In the following, the focus lies on Nahuatl, the Mexican language apps, some of which were discontinued, and asks what indigenous language with the highest number of speakers, 1.5 would be necessary for such apps to achieve long-term survival. million. Nahuatl is one of 68 indigenous Mexican languages, and
Keywords despite its historical prestige remains endangered, a challenge it
shares with virtually all indigenous American languages. Nahuatl
Language learning, human-computer interaction, software language learning apps contribute not only to thwart its digital
usability, software translation, trends in software development death, but also to increase its visibility and prestige, and to
support the efforts of Nahuatl learners to become “new speakers”
1 [5] of the language. The role of new speakers is described as Introduction
“very important, often essential for language revitalization
The strong digitalization of modern life is bringing about big projects” by [6] who work directly with Nahua and other
changes to the global and local societies. One of the results of the minority groups in Mexico.
technological changes is the rapidly ongoing globalization, and
communities from languages with small numbers of speakers to 2 one of the mechanisms of globalization is the shift of Initiatives to Localize Software and Platforms
a smaller number of global languages. In many countries with in Minority Languages
colonial history, this follows centuries of, at best, ignorance of, The second decade of the 21st century was a witness of increased
and at worst, active discrimination and eradication of the efforts to increase the visibility and presence of minority and
indigenous populations, their languages and their cultures. indigenous languages in the digital sphere. These were often led
The dominance of global languages is clearly seen on the by digital language activists and sometimes supported by the
Internet, where 80% of websites are written in just 8 of the companies whose software was the focus of the projects. The
estimated 7000 world´s languages [1]. The ascension to the present section describes some of the initiatives taken and
digital realm is a challenging task and in 2013 [2] estimated that, discusses the long-term results of the work to promote
at best, 5% of the world's languages will ascend to the digital indigenous languages. Particularly, it looks at whether the work
world, and the rest will suffer a “digital language death”. of the activists resulted in a long-term inclusion of the relevant
One of the ways a language can be present on the internet is language in the software or platform that was the aim of their
by being the object of mobile learning apps. Mobile apps efforts.
supporting the acquisition of minority and indigenous languages The Mozilla Foundation, known for its web browser, Firefox,
may differ from apps targeting global languages in that minority launched in 2012 the initiative “Native Mozilla” that aimed to
language learning apps would typically not be aiming at localize the browser into many of America’s indigenous
commercial success, would have lower budgets, or even be done languages. 50 languages from 10 countries were targeted [7],
on volunteer basis by smaller group of language activists. many of which are spoken in Mexico, such as Ch’ol, Kaqchikel,
Kʼicheʼ, Mixteco (2 varieties: of Mixtepec and of Yucuhiti),
Nahuatl (2 varieties or, by other accounts, 2 closely related
Permission to make digital or hard copies of part or all of this work for personal or languages: Highland Puebla Nahuatl of Mexico and Nawat Pipil
classroom use is granted without fee provided that copies are not made or distributed of El Salvador), P’urhépecha and Triqui [7, 8]. The translations
citation on the first page. Copyrights for third-party components of this work must are done via the collaborative translation platform Pontoon for profit or commercial advantage and that copies bear this notice and the full
be honored. For all other uses, contact the owner/author(s). (https://pontoon.mozilla.org/). As part of the initiative, for Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia example, a Hackathlon was organized in Oaxaca in 2018 with © 2024 Copyright held by the owner/author(s). representatives of 15 languages [8]. http://doi.org/10.70314/is.2024.cog.6
mobile phone browser Firefox Focus, which is available in books, 5 scientific articles, 10 movies or series episodes, 1 Aimara, Ixil, Kaqchikel, K’iche', Maya, Miahuatlán Zapotec, videogame, 6 radio stations where Nahuatl is transmitted along Mixtec of Mixtepec and of Yucuhiti, Nahuat pipil, Navajo, with other languages, Wikipedia in 10 separate varieties, and 5 Paipai, P'urhepecha, Quechua, Tének and Triqui [7, 10]. websites with a Nahuatl version. Considering that Nahuatl is the There were also attempts to localize the social media platform Mexican indigenous language with the biggest number of Facebook (https://www.facebook.com) into minority and speakers, this is a low number. indigenous languages. In 2012, the official Facebook translation However, there is hope that their number is increasing. For platform (https://www.facebook.com/translations/), where users example, the 5 scientific articles were published in 1959, 2019, could add and vote on the accuracy of volunteer translations, had 2022, 2022, 2023; the 12 books in 2008, 2013, 2014, 2015, 2015, partial translations in about 100 languages, including Cherokee 2016, 2017, 2017, 2017, 2019 and 2021, (the twelfth is the Bible [11] . However, frustrated with the slow progress, Manuel Neskie which has been translated into many varieties) [14]. One of the made a browser overlay that allowed the translation of Facebook websites is also recent, as it was published in 2023 [22]. In 2024 menu into Secwepemctsín directly in the user´s browser [11], the Mexican presidential election was simultaneously interpreted which was later extended to many other languages, including into Nahuatl, and remains, as of 30.08.2024, available on Nawat [12] spoken in El Salvador. In 2015, a group of activists YouTube [23]. In addition, a Master´s degree in Nahuatl translated 24 000 words into Aymara and submitted it to language and culture, taught completely in an indigenous Facebook for revision [13] . However, as of 31.08.2024, same as language was launched in 2019 [24], first of its kind. We see on 07.04.2019 [14], only three indigenous American languages therefore a clear tendency of growth, and it could be expected Kaqchikel and Triqui spoken in Mexico and in the South resources in the language available online for language learners, American language Guarani [9]. The other languages are in many of whom are descendant from Nahuatl speakers and wish various state of completion: Ixil (13%), Kichwa (0%), to reclaim the language of their ancestors. Miahuatlán Zapotec (14%), Mixtec of Mixtepec (9%) and of [14] collected information about the different monolingual Yucuhiti (29%), Nahuat pipil (0%), Paipai (1%), P'urhepecha Nahuatl language media available for those searching on the (9%) and Quechua (3%). The situation is slightly better for the internet. The results encompassed 12 monolingual novel-sized languages is far from achieved and, as of 30.09.2024, Firefox 115 The importance of maintaining Nahuatl language learning apps was available only in three American Indigenous languages: is clearer if we consider that there are relatively few other However, the goal of providing translations into 50 American 3 Digitally available Nahuatl language media
were available for menus on Facebook: Cherokee, Inuktitut and that more media will become available in Nahuatl soon. Inupiaq, and the Facebook Translation App appears to have been It is also interesting to consider the case of the work to bring discontinued. Nahuatl as a language available in Google Translate A similar fate was met by the attempts to increase the number (https://translate.google.com/) . In 2010, Google announced their of languages offered on the Duolingo language learning platform plans to add Nahuatl and Maya to the tool [25], but this service (https://es.duolingo.com/). As of 10.06.2024, two indigenous was finally only introduced in June 2024 [26]. As of September languages are available on Duolingo: Hawaiian and Navajo [15]. 2024, the following ten indigenous American languages are However, previously also Guarani must have been available on among the 243 languages available on Google translate: Aymara, the app, as evidenced by the surprise some users expressed at its Guarani, Hawaiian, Kalaallisut, Mam, Nahuatl, Quechua, sudden lack [16, 17]. The course is still available on the website Qʼeqchiʼ, Yucatec Maya and Zapotec. version as of 31.08.2024 [18]. Between 2013 [19] and 2021 [20] Considering mobile apps in particular, [14] identified 39 new courses in development were stored in the Duolingo mobile phone apps related to Nahuatl. Most of them, 23, are Incubator, where the users themselves could contribute to adding Bible apps, although due to double versions, there are only 14 new languages to Duolingo. Indigenous languages such as different variant versions of Bible available as a mobile app. The Yucatec Maya and Kʼicheʼ were present on the Incubator and other 16 apps include 6 dictionaries (one with a Na huatl user Duolingo itself credits the volunteers for helping to make, among interface), 3 text collections, a (faulty) automatic translator, a others, the Navajo and Hawaiian language course [21] . However, multi-component app CEM, which combines dictionaries and Incubator was discontinued in 2021. morphological analyzer, the messaging app Telegram that offers As we have seen, a common trend in the translation efforts of user interface in Huasteca Nahuatl (albeit cannot be chosen in its Facebook and Duolingo is the move from community and standard menu, but is available for download for those who have volunteer-based translations to commercial translation directed the relevant link), and, finally, 4 Nahuatl language courses, by the company. On the one hand, the reliance on unpaid work is discussed below. problematic for a company with huge profits – something that
Duolingo itself lists as the reason for ending the volunteer
program [21]. This is especially true when those delivering this 4 A Partial History of Nahuatl Language Apps work might already be in unprivileged financial situation, as As of 01.07.2023, four Nahuatl language courses were available many indigenous language speakers are. On the other hand, for Android [14] : Aprende náhuatl [27], Beginner Nahuatl [28], however, this deprives the communities of the possibility to Kamatlama [29] and NahuatlApp [30] . Aprende náhuatl (Spanish contribute to making their language more visible on the popular for “learn Nahuatl”) is a vocabulary training app, with texts and platforms. It is interesting to note that the translation platform of videos, produced by the National Institute of Indigenous Peoples, open-source based Mozilla products remains active, and, for a government agency and it was, as of 01.07.2023, downloaded example, the last changes to an Indigenous Language – Zapotec more than 10 000 times [14]. As of 26.09.2024, it is available on – have been done on 26th August 2024.
Android 14 for some, but not all devices. Beginner Nahuatl, with content usually does not advance beyond the basic level,
more than 1000 downloads as of the same date [14], was a although one often has the impression that the authors had
vocabulary training app, without any game elements. Kamatlama intended to add more lessons in the future. One could wonder
is an app introducing basic numbers and fruit names and testing whether a more stable app with more levels would have been
them through games and it was downloaded only more than 50 possible if the authors had joined their efforts.
times as of 01.07.2023 [14]. NahuatlApp was an app introducing
the same date, more than 10 000 downloads [14]. 5 vocabulary items and testing them through a game and had, as of Long-term survival of Language apps:
It is notable that the maintenance of the apps is far from ideal. Discussion
Between the data collection of [14], 01.07.2023 and of [31], The trajectory of some Nahuatl learning apps has helped us
30.05.2024, the videos of Aprende Nahuatl became unavailable identify a trend of frequent discontinuation of those apps, lack of
and the two apps, Beginner Nahuatl and NahuatlApp, became maintenance or upgrading to newer versions of operating
unavailable for download on Google Play. During the same time, systems or devices and a tendency by the commercial providers
the user statistics did not change for the two continued apps, and to dissolve community-led efforts of translation and localization
crucially, Kamatlama hasn´t reached 100 downloads. and to limit the number of languages that the service is translated
Two more apps mentioned by [14], although primarily and localized into.
dictionaries, also have elements supporting learning, such as Admittedly, the frequent appearance and disappearance of
quizzes: Totlahtol Nahuatl [32] and Diccionario Náhuatl [33]. As new apps might be a sign of a vibrant, creative community. In
of 26.05.2024 Totlahtol Nahuatl, which offered Nahuatl user fact, [7] sees it as a part of the process of app creation to accept
interface – as the only app other than Telegram - was no longer that the results of one`s work on software localization might have
available for downloads, while Diccionario Nahuatl is still a short life or never be used at all. If one accepts the possibility
(01.09.2024) available. Additionally, Miyotl, a multilanguage of failure (that is, the materials prepared ending up not being
app whose lesson components seem to never have been used) or only short-term success (that is, a short-lived app), the
completed, remains available for download and contains a list of process of creating apps might be more spontaneous and less
Nahuatl words and their Spanish translations [34]. restricted, and the threshold to make such an app might be lower.
In addition, as of 01.09.2024, 6 other apps mentioned by [14] In other words, if one does not strive to make “the perfect” app,
are discontinued: the text collection Tlapohualiztli [35], the creating an ad-hoc training exercises for one skill might become
dictionary Diccionario Maya y Nahuatl [36] and the automatic easier. However, even in this scenario, many contributors and
translator Traductor Nahuatl [37]. This means that out of 16 non- authors might end up doing the same work unnecessarily, such
Bible related apps mentioned by [14], 6 (Beginner Nahuatl, as preparing grammatical description of the same grammatical
NauatlApp, Diccionario Maya y Nahuatl, Tlapohualiztli, forms destined for different apps.
Totlahtol Nahuatl, Traductor Nahuatl) have been discontinued In addition, one might also wonder if the low number of
only a year later (37.5%). In addition, [31] mentions three other downloads discourages the authors to add additional levels and
apps that had been discontinued before: Tozcatl [38], Nahuatl update their apps. However, given that Aprende Náhuatl, an App
Grammar [39] and Ma Tiwelikan Nawatl [40] – the latter is published by a government agency had more than 10 000
available as a website, but the App version is not available downloads, and up to 28 000 downloads [46], there is sufficient
anymore. Furthermore, the app presented at the EUROCALL interest of learners in Nahuatl language apps, and perhaps a focus
conference in 2016 [41] is also not discoverable on Google on better findability of the apps could result in their bigger
search, as of 18.06.2024. success.
However, the changes are not all negative. On 14th March The question can therefore be posed how to better direct the
2024, user ItztliEhecatl posted on the social platform Reddit [42] efforts of authors and contributors, typically activists and
that they have created a new Huasteca Nahuatl language learning volunteers, to not repeatedly make basic-level apps that might
course [43]. The author has been adding new items to the course, then be discontinued and to instead direct those efforts at more
and as of 01.09.2024, there were 568 words and phrases to be long-term apps which would also include levels for more
learnt. The Huasteca Nahuatl course uses the Memrise advanced learners.
Community Courses infrastructure, where users can create their An open source platform that allows and tracks user edits,
own courses. However, in line with the trend discussed in section similar to Wikipedia (https://www.wikipedia.org/) or Wikitravel
2, Memrise is also closing community forums and removing (https://wikitravel.org/) could allow users to collaborate in
community courses from their app and the future of the making language courses, and each individual author could make
community courses remains uncertain beyond the end of 2024. a small contribution, without the feeling that it was “in vain”.
There is, however, another high-quality Nahuatl learning app This would also prevent the fruits of work of language activists
for beginners that explains the grammatical concepts and tests from “disappearing” in the chaos of the internet, and would
them in a variety of exercises over 11 Units: the Nahuatl course increase their findability. Care must be taken to make such a
hosted by the 7000 languages organization [44] and prepared in platform independent of commercial companies that could
2017 by Tlahtoltlapazolli, a Los Angeles based group [45]. The unilaterally delete the courses from their servers. It is also
course requires registration, and only has a website version – recommended that information about such a platform be widely
although the mobile website version works well. However, the shared to avoid the situation where a good course ends up not
fact, that it is not listed in App stores decreases its findability. being used due to being unknown to the learners.
Altogether, we see here that a great proportion of Nahuatl
learning apps is discontinued. By the time they this happens, their
Acknowledgments [18] Duolingo, n.d Aprende Guaraní en solo 5 minutos diarios. Completamente gratis. https://es.duolingo.com/course/gn/es/Aprender-Guaran%C3%AD I would like to thank the anonymous reviewer for their (31.08.2024)
comments, which will serve as a guide in the subsequent research [19] Duolingo wiki, n.d. Incubator.
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apps. https://duoplanet.com/what-happened-to-the-duolingo-incubator/ (01.09.1988)
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Designing the Flow State Experience Using Modern Digital
Technologies
Eva Vidmar
Multimedia
Faculty of computer science
University of Ljubljana
Ljubljana, Slovenia
eva.vidmar2@gmail.com
Abstract novel approach that builds on but goes beyond methods such as
video games or Virtual Reality (VR). By integrating
This article provides a brief overview of an extended Master’s psychophysiology, user experience, and ambient intelligence,
thesis and focuses on the use of modern digital technologies to this research aims to leverage technology for meaningful
design a multimedia environment aimed at inducing a state of improvements in well-being, productivity, and satisfaction.
flow in individuals. Flow is a psychological state characterized
by deep immersion in an activity, leading to a loss of sense of
time and external worries [1]. Exiting this state typically results 2 Theoretical Background
requires a balance between skills and challenges. Learning to Inducing a flow state through technology poses complex in feelings of satisfaction and happiness. Achieving flow
attain this balance can help individuals improve overall, which challenges that require in-depth exploration of the
is a key reason for this research. The main objective is to neurocognitive aspects of flow and their relation to contemporary
investigate whether flow can be achieved through the use of technologies. This understanding informs the design of
color light stimuli in a space that adapts in real-time to an technological solutions aligned with flow theory.
individual's level of attention. This represents a preliminary step
toward using technology to design spaces that stimulate 2.1 A Neurocognitive Perspective on Flow
flow. An experiment was conducted to test whether such a Flow, characterized by deep focus and immersion, was first individuals and facilitate the quicker and easier attainment of
space affects individuals' flow. Tetris was chosen as the central described by Mihaly Csikszentmihalyi, often referred to as the
activity for the experiment. The findings indicated that color "father of flow" [1]. This state occurs when individuals find an
stimuli influenced the participants' physically measured appropriate balance between their skills and the challenges they
attention, although no significant changes were observed in face, allowing them to perform optimally with a sense of
questionnaire responses or gameplay performance. Given that effortless control [1]. While initial resistance and sustained
attention is a crucial factor in achieving flow, it can be partially motivation are necessary to achieve flow, this state can occur
asserted that participants experienced flow, though more even in unfamiliar tasks, although long-term practice may
findings significantly contribute to the understanding of dimensional graph where it exists at the intersection of measuring and achieving flow through technology, representing reliable data would be necessary for further conclusions. These increase its likelihood [2]. Flow is often illustrated in a two-
an important advancement in this field. appropriate challenge and skill levels [1].
Keywords
flow, optimal experience, user experience, digital interface,
Tetris
1 Introduction
Historically, flow has been experienced by artists, athletes, and
individuals with substantial practice. However, modern life,
especially in technology-driven environments, necessitates new
approaches to achieve this optimal state. This study investigates
how real-time adjustments of ambient lighting, informed by
physiological signals, can enhance flow experiences, offering a
Permission to make digital or hard copies of part or all of this work for personal or Figure 1: Graph representing occurrence of flow state [1]
classroom use is granted without fee provided that copies are not made or distributed
for profit or commercial advantage and that copies bear this notice and the full
citation on the first page. Copyrights for third-party components of this work must
be honored. For all other uses, contact the owner/author(s).
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Neuroscientific perspectives on flow suggest various underlying
© 2024 Copyright held by the owner/author(s). mechanisms. The transient hypofrontality hypothesis posits that
during flow, activity in the prefrontal cortex decreases, reducing
self-criticism and enhancing performance [3]. Alternatively, 2.3 Techniques for Flow State Measurement synchronization theory proposes that flow arises from
Various methods exist to measure brain activity, with
synchronized activation across different brain regions,
electroencephalography (EEG) being the most direct and
optimizing cognitive efficiency [4]. Both theories indicate that
commonly used. Functional Near-Infrared Spectroscopy (fNIRS)
flow entails minimal energy expenditure in the brain.
and Functional Magnetic Resonance Imaging (fMRI) provide
Csikszentmihalyi's model outlines optimal conditions for
insights into brain function, while Magnetoencephalography
flow, including clear goals, immediate feedback, and a balance
(MEG) offers high resolution of neuronal activity. However,
between challenge and skill [1]. The concept of the autotelic
these methods often involve expensive and less accessible
personality—marked by intrinsic motivation and enjoyment—
may enhance flow experiences but is not strictly essential for The MindWave Mobile 2, a consumer-grade EEG equipment.
achieving it.
device, stands out for its ease of use, making it suitable for
educational and entertainment contexts [16]. This device is ideal
2.2 Flow in Technology: State of the Art
for our research due to its user-friendly nature, minimizing
Various approaches have emerged to induce flow through inconvenience for participants. technology. Traditionally, video games employed fixed
difficulty levels, which often interrupted the flow experience [5].
Dynamic Difficulty Adjustment (DDA) algorithms now allow
real-time modification of challenges based on player
performance, as seen in games like Left 4 Dead [6], [7, p. 4],
Affective computing enhances this by using emotional
indicators, such as facial expressions, to fine-tune difficulty
levels [6]. Jenova Chen’s game flOw exemplifies the integration
of DDA with real-time adjustments to maintain flow [8]. Virtual
Reality further immerses players, as evidenced by studies
comparing VR to traditional 2D games and applications focused
on meditation and relaxation [9], [10], [11]. Augmented Reality
and multimedia art also contribute innovative avenues for
inducing flow [12], [13].
Figure 3: Mindwave Mobile 2 [16]
Flow state was traditionally measured through self-reporting
instruments, such as the Experience Sampling Method (ESM)
developed by Csikszentmihalyi [1]. Various questionnaires,
including the Flow State Scale and Game Experience
Questionnaire, have been developed to assess flow but rely on
retrospective reporting. Alternatively, physiological measures
may offer a more objective assessment of flow experiences.
3 Experiment: The Impact of Light on Flow
State During Tetris Gameplay
This experiment investigated whether spaces incorporating
adaptive technology could enhance user engagement. We
compared standard Tetris gameplay to a version featuring color-
changing lights that adjusted based on player attention, measured
via the MindWave Mobile 2. The goal was to assess whether
Figure 2: Refik Anadol 2D projection Machine these technological enhancements positively impacted
Hallucinations [12] engagement and performance, specifically exploring if adaptive
promising yet under-explored method for inducing flow while Drawing from Csikszentmihalyi's model, we engaging participants in a core activity, specifically Tetris. This recognized the importance of differentiating the environment in game, created by Alex Pajitnov in 1985, has been extensively which flow activities occur. We aimed to create a highly Our research identifies the use of ambient lighting as a gameplay results. lighting improved attention, stabilized focus, and led to better
studied for its capacity to induce flow [14]. Players arrange engaging environment by designing a prototype of adaptive falling blocks to form complete lines, receiving immediate visual lighting for a dimly lit space. feedback—key elements for maintaining flow. Research For the experiment, we developed a color-changing indicates that even brief sessions of Tetris can lead to flow light prototype controlled by the MindWave Mobile 2. The experiences and reduced negative emotions [15]. device measured brainwave activity during Tetris gameplay. We
utilized an Arduino Uno microcontroller to interface with the
MindWave Mobile 2 and control a 2-meter AdaFruit NeoPixel
LED strip. The light's color adjusted based on attention levels,
with red indicating low attention, blue indicating high attention,
and white representing optimal focus. This setup aimed to
evaluate whether adaptive lighting could influence players'
attention and flow during the game.
Figure 6: Attention levels of a player during gameplay
without lights (left) and with lights (right)
For engagement, while the Shapiro-Wilk test confirmed
normality, a paired t-test indicated no significant effect of
lighting on engagement (p-value = 0.668). Tetris performance
was assessed based on scores, with the group using lights
achieving a higher average score (9377) compared to the no-light
group (8979), though a Wilcoxon signed-rank test revealed no
significant difference (p-value = 0.33).
Qualitative analysis of interviews with 40 participants
identified seven key themes related to their experiences with the
lighting: awareness of external stimuli, control and feedback,
concentration, immersion, motivation, satisfaction, and pressure.
Many participants reported feelings of pressure and stress,
underscoring the challenges of achieving flow. Nonetheless, the
lights were generally perceived as motivating, and some
participants noted decreased awareness of their surroundings,
Figure 4: The setup of light prototype behind laptop aligning with theories regarding transient hypofrontality and
reduced default mode network activity during flow [1].
The experiment was designed to compare Tetris performance Interestingly, some participants reported not noticing the
with and without adaptive lighting. Participants played Tetris lights at all, suggesting a potential subconscious influence of
the MindWave Mobile 2, were used to adjust the light's color the questionnaire results. In terms of color perception, red was described as stressful and distracting, while white and blue were dynamically. Data on engagement, attention, and gameplay under both conditions, and their attention levels, measured via flow on their experience. This observation could have affected
performance were collected and analyzed to determine the regarded as pleasant, showing no significant difference between them. effectiveness of the adaptive lighting in enhancing flow.
4 Conclusion
This study explored the potential influence of external factors,
specifically technology-based lighting, on the state of flow.
While we observed increased attention levels during gameplay
with lights, supporting the theoretical premise that flow involves
synchronized neural networks related to attention and reward,
Figure 5: Scenario of playing Tetris with lights our hypothesis remains unconfirmed. Qualitative interviews
highlighted themes consistent with flow characteristics, such as
3.1 Results immersion and motivation; however, the absence of statistically
Data were collected from the MindWave Mobile 2, which significant effects on engagement and gameplay performance
recorded attention and meditation levels during Tetris gameplay indicates that further research is warranted. Future studies should
with and without adaptive lighting. We filtered data to focus on involve larger, more diverse samples and consider additional
attention values from 5 minutes of gameplay, excluding values metrics to assess flow states more comprehensively.
below a threshold of 10 and retaining the 300 most representative Overall, our findings offer valuable insights into integrating
data points. A Shapiro-Wilk test confirmed normal distribution technology with flow theory, highlighting the potential for
for both conditions. A paired t-test revealed significantly higher developing products that enhance focus and user experience.
attention levels during gameplay with lights (p-value = 0.00032). This research lays the groundwork for future innovations aimed
Notably, attention levels were more stabilized with adaptive at creating more effective tools for achieving optimal states of
lighting, as evidenced by a smaller variance in attention scores concentration and fulfillment in everyday life.
compared to gameplay without lights.
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The Transparency of Nudging: Evaluating Its
Impact on Personal Autonomy
Sabina Pajmon Toma Strle
Center for Cognitive Science Center for Cognitive Science
University of Ljubljana University of Ljubljana
Ljubljana, Slovenia Ljubljana, Slovenia
sabina.pajmon@pef.uni-lj.si toma.strle@pef.uni-lj.si
Abstract preserves a strong commitment to freedom of choice. Behavioral
Nudges are a strategic approach that shapes decision-making insights show that the context of decision-making can lead us to act inconsistently with our otherwise well-informed intentions environments and the presentation of options to steer individuals [2]. The traditional approach to public policy assumes people are toward certain behaviors while maintaining their freedom of perfectly rational economic subjects ("econs") who act optimally choice. The ethical concerns surrounding nudges center on their with accurate information and clear rules. While this is an potential to undermine personal autonomy, particularly when admirable goal, Thaler and Sunstein warn that basing public individuals are unaware of the influence exerted on them (i.e., policy on this ideal often leads to failure. The authors introduce covert or non-transparent nudges). The proposed solution for the concept of a "nudge" and propose its use as a policy-making preserving autonomy is to increase transparency, which includes approach that can influence citizens' behavior while avoiding the disclosing the presence and purpose of nudges to the people that pitfalls and issues of traditional regulatory approaches, such as are being nudged. There are various types of nudges and different prohibitions and punishments. The advantage of this approach is types and levels of transparency associated with them. The most that policymakers can influence our choices and behavior in a problematic in terms of violating personal autonomy are the non- cost-effective and efficient manner without restricting us with transparent ones, those that exploit automatic cognitive prohibitions or interfering with our choices [3]. Despite the high mechanisms (Type 1 nudges), those that use type transparency effectiveness and utility of nudges, ethical concerns arise and those that disclose their nature only after the fact (ex post). regarding the preservation of autonomy, especially with nudges New approaches such as nudge plus approach seek to protect that operate covertly and influence us without our awareness. personal autonomy by involving citizens in the creation of This article investigates various types of nudges and levels of nudges and enhancing reflectiveness during the nudging process. transparency, with a focus on their implications for personal
Keywords autonomy. It begins by elucidating key concepts—nudges,
autonomy, and transparency—before analyzing how different
Nudge, transparency, autonomy, ethics of nudging, nudge plus types of nudges, alongside varying types and levels of
approach transparency, affect the preservation or violation of personal
autonomy. Additionally, the article proposes criteria for
determining which types of nudges are compatible with the
1 Introduction preservation of personal autonomy. Finally, it explores potential
Over the past thirty years, psychology and behavioral economics strategies to mitigate adverse impacts on autonomy, including
have highlighted how various contextual factors systematically enhancing transparency, fostering citizen participation, and
influence our decision-making and behavior. In public policy- integrating reflective practices into the design of nudges. making, these insights are crucial for effectively addressing
societal challenges like global warming, obesity, and poor
economic decision-making. The groundbreaking paper [1] and 2 Definition of a nudge
the book that followed that brought the importance of decision Thaler and Sunstein define a nudge as any element of choice
architecture to the attention of academics, policymakers, and the architecture that influences behavior in a predictable way without
general public was Thaler and Sunstein’s “Nudge: Improving restricting options or significantly altering economic incentives
Decisions About Health, Wealth, and Happiness” [2]. In their [2]. A nudge subtly guides individuals toward better decisions
work, they propose various ways in which government and while preserving freedom of choice by adjusting how choices are
private organizations could encourage or "nudge" individuals presented [4]. Unlike prohibitions or penalties, nudges steer
toward actions beneficial to them, while promoting a method that behavior without limiting options. An example is placing healthy
Permission to make digital or hard copies of part or all of this work for personal or snacks at eye level in stores to encourage healthier choices [5].
classroom use is granted without fee provided that copies are not made or distributed Hausman and Welch [6] add that nudges influence choices
for profit or commercial advantage and that copies bear this notice and the full without increasing costs or limiting options, highlighting the
citation on the first page. Copyrights for third-party components of this work must potential for manipulation, which raises ethical concerns
be honored. For all other uses, contact the owner/author(s).
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia discussed in later chapters. © 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.cog.8
3 regulations, don’t limit freedom but instead encourage choices How nudges work: leveraging heuristics and
biases that align with individuals' best interests.
To grasp how nudges impact behavior and decision-making, we 4.2 Transparency as a solution to autonomy must rely on insights from behavioral science, which reveal that violation nudges exploit inherent imperfections in human decision
processes—leveraging cognitive heuristics and biases [4]. A key A proposed solution is increasing nudge transparency, as it
element of the nudge approach is that heuristics and biases, allows individuals to understand how nudges work and make
which often serve as mental shortcuts, are utilized to the autonomous decisions based on their values [8]. A transparent
advantage of the choice architect. While these mental shortcuts nudge is one where its purpose and the methods used to influence
can sometimes lead to suboptimal decisions, a nudge aims to behavior are reasonably clear to the affected individual. Thaler
harness them to promote better decisions [3]. and Sunstein moreover argue that nudges used by governments
should be public and transparent, with officials ready to disclose
their methods and motives. Sunstein further emphasizes that
4 Nudge and ethical issues nudges must be visible, reviewed, and monitored to prevent
Although the theory of nudging presents a promising approach violations of autonomy or dignity [10]. Transparency involves
to public policy, it has faced significant criticism from both informing decision-makers about the presence and purpose of
ethical debate has developed, featuring nuanced arguments both interventions, thus preserving their autonomy and freedom of 1 choice [7]. supporting and opposing the practice [3, 4, 6, 7, 8]. The primary public and academic spheres. Over the past decade, a robust nudges, allowing individuals to remain aware of behavioral
critique centers on the idea that nudging involves manipulating
choices, with concerns about potential misuse of power [3].
5 Types of transparency in nudging
Critics argue that nudges can undermine free choice by subtly
restricting rather than fostering individual decision-making. The To better understand the impact of nudging on an individual's
core of nudging involves exploiting heuristics and biases, which autonomy, it is crucial to first examine the different types of
often lead people to act in ways that deviate from their well- nudges, as they are not a uniform phenomenon; rather, they can
considered preferences. Bovens [8] contends that such be classified into various types [2]. Understanding these types is
mechanisms can compromise control over actions, raising based on dual-process theory, which describes the two decision-
worries that nudges might affect decision-making by diminishing making mechanisms that nudges can influence.
rational or deliberate considerations. Additionally, he argues, the
behavior change induced by nudges occurs, if not against 5.1 Dual process theory
citizens' will, then at least without their active consent and Dual process theory, explored by Stanovich [13] and Kahneman
awareness; for broader discussion about this topic see also [9, Ch. [14], is key in Thaler and Sunstein’s work on nudges. It suggests
“Avtonomija v svetu spodbud” (Autonomy in the World of the brain operates in two modes: fast, intuitive System 1 and slow,
Nudging), pp.. 81-100; 10]. deliberate System 2. System 1 handles instinctive actions, while
System 2 engages in reflective decision-making. Despite its
4.1 Ethical dilemma of autonomy in nudge use acceptance, dual processing is contested, with some scholars
Although nudges have been shown to effectively influence arguing the differences are a matter of degree. De Neys [15],
behavior, critics argue they can be manipulative and threaten notes no conclusive evidence favors either model, and resolving
personal autonomy. Autonomy, a complex concept, is broken this debate may not significantly enhance our understanding of
down by Schmidt and Engelen into four dimensions: the freedom human thinking mechanisms. In this article, we adopt the dual
to choose without external pressure, acting according to one’s process theory model to categorize different types of nudges.
desires and values (psychological autonomy), making rational This approach allows us to better understand and design
decisions based on available information, and being free from interventions that leverage both intuitive and reflective processes.
domination or manipulation [5, 8]. Critics claim that nudges can
undermine autonomy by subtly influencing behavior without 5.2 Type 1 and Type 2 nudges
explicit consent, raising concerns about democracy, especially if According to Hansen and Jespersen [3], nudges can be
governments use nudges without informing citizens. Nudges that categorized into two types based on dual process theory. Type 1
operate without notice are especially problematic, as they can nudges target automatic, non-reflective thinking (System 1) and
and Engelen [11] argue, non-transparent nudges, which exploit stimuli that influence behavior without conscious awareness. These nudges can be ethically problematic, as they often lack influence decisions without individuals' awareness. As Ivanković operate unconsciously, such as subliminal advertising or visual
less rational psychological mechanisms, undermine autonomy by
denying people control and the ability to challenge, a right that values. In contrast, Type 2 nudges engage reflective, deliberate transparency and may lead to decisions misaligned with personal
should be protected in liberal democracies. Sunstein, however, thinking (System 2), promoting informed and thoughtful
argues that nudges maintain freedom by allowing people to opt decision-making. These nudges are transparent and pose fewer
out of the suggested behavior, a concept they call "libertarian ethical concerns regarding personal autonomy. paternalism" [12]. They believe nudges, unlike traditional
1 Empirical evidence is inconsistent regarding the impact of transparency on the nudges), enhance their effectiveness (if people understand and support the
effectiveness of nudges. Transparency may: reduce their effectiveness (by underlying goals), or have no significant impact at all [10]. prompting reflection), make nudges counterproductive (if people resist disliked
5.3 if the person learns when and where to expect it. With repeated Different types of transparency of nudges
The transparency of nudges plays a crucial role in safeguarding exposure to such nudges, individuals may become more aware of their influence and may eventually avoid them altogether [12]. autonomy and freedom of choice, yet this concept itself is
multifaceted. On one side of the spectrum, some nudges are
explicitly transparent, functioning effectively because the 6 Types of nudges and transparency: impact on individual is fully aware of the influence being exerted. personal autonomy Conversely, some nudges operate more subtly, relying on a lack
of transparency to achieve their intended effect. To thoroughly The debate over nudges centers on how different types of nudges
assess which forms of transparency in nudges may raise ethical as well as types and levels of transparency impact personal
concerns, it is important to analyze the various ways in which autonomy. As stated in the article, nudges are divided into two
transparency can manifest within nudges. types: Type 1, which influence automatic, non-reflective
behavior, and Type 2, which target reflective decision-making.
5.4 Transparent Type 2 nudges, which engage reflective capacities, Type and token transparency
do not typically raise ethical concerns, as they allow for
Bovens [8] introduces a crucial distinction between type and
conscious and deliberate decision-making. In contrast, non-
token transparency in nudges. Type transparency refers to when
transparent Type 1 nudges, which act on automatic processes,
governments inform citizens about the general techniques they
can threaten autonomy by influencing behavior without the
employ to intervene in decision-making contexts for the purpose
individual's awareness. This may lead to decisions misaligned
of enhancing well-being. In this scenario, the government is open
with personal values or goals. Transparency is categorized into
about the categories of measures it plans to implement. For
type transparency (general awareness of the nudge type) and
example, when a government announces its intention to use
token transparency (awareness of mechanisms of specific
specific psychological mechanisms to address social challenges,
nudges). The former is particularly problematic, as it lacks
interventions it will use to influence individuals' behavior and disclosure of specific examples and mechanisms, leaving us it demonstrates type transparency by clearly stating the kinds of
potentially unaware of the influences on our behavior. Nudges
decision-making [16]. However, Bovens stresses that this is not
can also be categorized by the level of transparency into two
enough. In his view, subliminal advertising does not become
main groups. The first group includes nudges that are transparent
more acceptable simply because it is openly acknowledged [8].
in advance by design (ex ante). These nudges are openly
On the other hand, token transparency requires that each
presented, allowing users to consciously decide whether to
individual instance of a nudge is clearly recognizable, including
respond to them. Such nudges generally do not threaten
how it was implemented. This method, referred to as "here and
autonomy, as they encourage conscious and deliberate decision-
now approach," aims to ensure that nudges are transparent to
making. The second group includes nudges that are only
those encountering them at the moment of their decision-making
transparent afterward (ex post). These nudges can be
[12]. However, even if this were feasible, it seems absurd to
problematic, as users may respond to them before realizing they
Since choice architecture is often unavoidable, token have been nudged. Although information about the nudge is demand that every nudge be accompanied by a notice of its use.
revealed later, it may already have influenced behavior in a way
transparency may be too demanding, according to Bovens [8].
that threatens freedom of choice and autonomy [18]. In
conclusion, the most problematic nudges, in terms of violating
5.5 Levels of transparency
personal autonomy, are Type 1 nudges that exploit automatic
Transparent nudges differ also based on when they are noticed cognitive mechanisms, lack transparency—where type
by the nudged individuals. With nudges that are transparent in transparency is more concerning than token transparency—or are
advance (ex ante), the user can see the nudge beforehand and can only transparent afterward. Understanding and using nudges
avoid it if they choose. An example is traffic light labels (green, requires careful consideration of their transparency and impact
yellow, red) for healthy, less healthy, and unhealthy food on freedom of choice. While transparent nudges can serve as
products [17]. In contrast, a nudge is transparent afterward (ex tools for encouraging thoughtful and autonomous decisions, non-
post) if the target person only notices its influence after it has transparent nudges, as well as Type 1 nudges, especially those
already affected them. Examples include fake cracks painted on with only type or post hoc transparency, must undergo thorough
the road to slow down drivers or the use of default options in ethical scrutiny to prevent potential violations of personal
certain contracts. Only after experiencing the effects do people autonomy. realize they were influenced by a nudge [12]. Unlike the first
category, the potential impact of such nudges on people's
autonomy is more significant here. Ex post transparency may be Table 1: Classification of nudges based on their impact on
insufficient to ensure autonomous action if it depends on personal autonomy
individuals' ability to avoid the nudge. If transparency is meant
to ensure that nudges do not deter people from achieving their Nudges that violate Nudges that do not violate
goals and values, then, according to Ivanković & Engelen, ex autonomy autonomy
post transparent nudges should either be excluded or efforts Type 1 nudges Type 2 nudges
should be made to turn ex post transparency into ex ante Type transparency Token transparency
transparency [11]. Occasionally, ex post transparent nudges Ex post transparent nudges Ex ante transparent nudges become ex ante transparent through repeated exposure. For
example, a fake speed bump may not have the same effect twice
This table helps determine whether a nudge preserves autonomy, of reflection, can enhance both the effectiveness and ethicality of
but it's unclear how many criteria must be met to deem a nudge interventions, empowering individuals to make more informed
ethical or unethical. Further research is needed for clearer decisions.
guidance.
Acknowledgments
6.1 Collaborative policy design: The nudge plus This pilot research study was partly supported by The Green
approach Nudge project (“UL za trajnostno družbo – ULTRA”) - European
The nudge plus approach extends beyond transparency by Union - NextGenerationEU, and Republic of Slovenia, Ministry
encouraging participatory engagement and reflection, viewing of Higher Education, Science and Innovation .
individuals as rational, reflective beings rather than passive
agents. Unlike traditional nudging, which can influence behavior Authors’ statement
unconsciously, nudge plus focuses on democratic control and ChatGPT-4 was used for improving language of this paper.
active collaboration between citizens and policymakers. Through
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Ali nas uporaba velikih jezikovnih modelov v znanstvenem
raziskovanju približuje časovni točki, ko bo stroj
nadvladal človeka?
Does the use of large language models in scientific
research bring us closer to the point in time when
machines will surpass humans?
Franc Mali
Faculty of Social Sciences
University of Ljubljana
Ljubljana, Slovenia
franc.mali@fdv.uni-lj.si
Povzetek closest to crossing this boundary, which poses a significant
existential risk to all of humanity. The central part of the
Prispevek se ukvarja z vprašanjem, ali veliki jezikovni modeli v discussion focuses on the question of which phases of today's
okviru generativne umetne inteligence že danes odpirajo vrata v scientific research the role of large language models has already
fazo splošne umetne inteligence in morda – kot naslednji korak become indispensable. – v fazo umetne superinteligence. S tem bi bili dani predpogoji
za prevlado strojev nad ljudmi. Pozornost je namenjena zlasti Keywords
raziskovanja. Raziskovalna dejavnost predstavlja eno najbolj generative artificial intelligence, large language model, scientific uporabi velikih jezikovnih modelov v procesu znanstvenega
ustvarjalnih človekovih intelektualnih dejavnosti. Logično creativity, existential risk, reinforcement learning
vprašanje je, ali je ravno znanstvena dejavnost, predvsem zaradi
svoje kreativne narave, najbližja prečkanju te meje, ki predstavlja 1 Uvod
pomembno eksistenčno tveganje za celotno človeštvo. Osrednji
del razprave je namenjen vprašanju, v katerih fazah današnjega V okviru pričujoče obravnave izhajam iz predpostavke, da se je
znanstvenega raziskovanja je vloga velikih jezikovnih modelov skozi celoten zgodovinski razvoj umetne inteligence implicitno
že postala nepogrešljiva. zastavljalo vprašanje, ali lahko ta doseže oziroma celo preseže
človeško inteligenco. Že od začetkov razvoja umetne inteligence
Ključne besede so bila tovrstna razmišljanja spodbujena z različnimi testi, ki naj
bi med drugim nakazovali, ali se strojna "inteligenca" približuje
generativna umetna inteligenca, veliki jezikovni modeli,
človeški inteligenci. Pomembni premik v teh razmišljanjih se je
znanstvena kreativnost, eksistenčno tveganje, okrepljeno učenje
zgodil, ko je tehnologija umetne inteligence prešla od klasičnih
Abstract načel strojnega učenja k načelom delovanja globokih nevronskih
mrež. V moji razpravi me v prvi vrsti zanima, ali najnovejši
The article addresses the question of whether large language
razvoj generativne umetne inteligence že kaže znake prehoda v
models within the framework of generative artificial intelligence
fazo umetne splošne inteligence in morda – kot naslednji korak
are already opening the door to the phase of artificial general
– umetne super inteligence. Posebej me zanima, ali najbolj
intelligence and, perhaps, as the next step, to the phase of
kreativna področja človekovega intelektualnga delovanja, kot to
artificial superintelligence. This would set the conditions for
predstavlja znanstveno raziskovanje, že odpirajo vrata nastopu
machines to dominate humans. Particular attention is given to the
umetne splošne inteligence. To namreč pomeni, da se počasi
use of large language models in the process of scientific research.
trasira pot nadvladi strojev nad človekom, kar je sicer predmet
Research activity represents one of the most creative human
precej distopičnih razmislekov filozofov in družboslovcev, tako
intellectual endeavors. The logical question arises whether
pri nas kot drugje v svetu. Moja obravnava ostaja na ravni
scientific activity, especially due to its creative nature, is the
nekoliko bolj splošne družboslovne refleksije o tej kompleksni
Permission to make digital or hard copies of part or all of this work for personal or tematiki in se ne ukvarja z ožjimi tehničnimi vidiki delovanja
classroom use is granted without fee provided that copies are not made or distributed umetne inteligence, zato se bom v primeru sklicevanj na
for profit or commercial advantage and that copies bear this notice and the full algoritme delovanja umetne inteligence oprl na nekoliko bolj
citation on the first page. Copyrights for third-party components of this work must
be honored. For all other uses, contact the owner/author(s). poljudne definicije, kot so na primer tiste, ki jih je predstavil
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Partha Ray [1]. Po Rayu generativna umetna inteligenca (GUI) © 2024 Copyright held by the owner/author(s). spada v skupino modelov umetne inteligence, ki lahko ustvarjajo https://doi.org/10.70314/is.2024.cog.9
nove podatke (informacije) na podlagi vzorcev in struktur,
naučenih iz obstoječih podatkov (informacij). Ti modeli lahko
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Mali
generirajo vsebine na najrazličnejših področjih, naj si bo besedil, samoumevni način razrešiti. Njegova razrešitev je odvisna od
slik ali glasbe. Pri analizi, razumevanju in ustvarjanju teh vsebin, več dejavnikov. Eden izmed teh je možnost, da se modeli GUI
ki vedno bolj spominjajo na človeške stvaritve, se opirajo na razvijajo kot odprtokodni modeli, kar je seveda v nasprotju z
tehnike globokega učenja in nevronske mreže. Veliki jezikovni sedanjo strategijo multinacionalk, da preko lastniškega nadzora
modeli (VJM), ki se razvijajo pod okriljem GUI, pa so zasnovani novih naprednih tehnologij javnosti prikrivajo ključne
za generiranje naravnega jezika, kot so stavki, odstavki ali celotni informacije.
dokumenti. Njihova ključna lastnost je zmožnost predhodnega Negativna posledica lastniškega odnosa do VJM je, da znanje
učenja na velikih količinah besedilnih podatkov ter nato o notranjih mehanizmih delovanja VJM, ki predstavljajo vrh
prilagajanje za specifične naloge uporabnikov. V prispevku v razvoja umetne inteligence danes, še vedno predstavlja izziv za
štirih krajših poglavjih razpravljam (1) o umetni splošni oziroma večino uporabnikov, (deloma) pa tudi za strokovnjake s področja
super inteligenci kot dejavniku tveganja o človeku, (2) o dilemah, računalništva. Težko je namreč analizirati in priti na tej osnovi
ki so povezane z nadvlado stroja nad človekom, (3) o danes do razumevanja VJM, ki delujejo v okviru kompleksnih
vedno bolj nepogrešljivi vlogi VJM v posameznih fazah notranjih struktur z milijoni parametrov. Četudi lahko v vlogi
znanstvenega raziskovanja, (4) o specifičnih problemih uporabe uporabnikov ali celo računalniških razvijalcev vidimo končni
VJM na področju družboslovnega raziskovanja. Na koncu rezultat delovanja VJM, pa je pojasnitev oziroma interpretacija
prispevka je podanih še nekaj zaključnih misli. njihovih notranjih struktur izjemno zahtevna. Skratka, veliki
jezikovni modeli še vedno nastopajo kot »črne skrinjice« (»black
boxes«). Thomas Arnold je za opis te nevzdržne situacije
2 Umetna super inteligenca kot dejavnik uporabil naslednjo posrečeno analogijo: »To je tako kot da bi se
eksistenčnega tveganja za človeka prizadevali za razlago delovanja kompleksne kemijske reakcije,
Potem ko je Nick Bostrom pred desetimi leti postavil in utemeljil ne da bi poznali natančno strukturo in interakcijo molekul.« [7]
tezo, da obstaja verjetnost, da bo nadaljnji razvoj umetne V strokovni literaturi se sicer omenja tudi nekaj izjem. Za modele
inteligence pripeljal do nastopa umetne superinteligence, ki naj kot so BLOOM, Cerebras-GPT ali Llama, naj bi podjetja, ki se
bi bila neprimerno bolj kognitivno zmožna kot človek, kar bi ukvarjajo z umetno inteligenco, dopuščala večji javni vpogled
lahko predstavljalo eksistenčno tveganje za celotni človeško [8]. Spet za druge so informacije za javnost odprli, potem pa
vrsto, ta tema, zlasti po nastopu GPT 4 in drugih vrst VJM (Bard, ponovno zaprli. Četudi vrhunski znanstveniki, ki se ukvarjajo z
Claude, Llama, Gemini, itd.) vzbuja vedno večjo pozornost med UI in prihajajo iz akademske sfere znanosti, v vedno večjem
strokovnjaki, tako med naravoslovci in tehniki kot tudi med številu opozarjajo, da je prosti dostop do vseh informacij na tem
družboslovci in humanisti [2]. V svojem prispevku se bom področju eden ključnih dejavnikov, ki lahko zagotovi
izognil (spekulativnim) ocenam, ki se vrtijo okrog problema verodostojno in zanesljivo raziskovanje, saj le tako lahko
časovnih mejnikov, ko (če) naj bi pametni stroji nadvladali ljudi. dostopamo do informacij o celotni »arhitekturi« VJM (t.j. od
Ena skupina ekspertov namreč trdi, da se to ne bo zgodilo niti v uporabljenih podatkovnih baz do algoritmov), v zvezi s tem še
sto letih [3], druga skupina ekspertov spet trdi, da gre zgolj za vedno ni bilo storjenih veliko sprememb.
vprašanje dveh ali treh desetletij [4]. Bolj kot to, me zanima, ali
uporaba GUI v takšni kreativni človekovi dejavnosti kot je 3 Ali lahko ustvarjalno dimenzijo znanstvenega znanost resnično na široko odpira vrata nastopu umetne splošne
oziroma umetne super inteligence, ki naj bi se sicer zgodila v dela dokončno prevzame umetna inteligenca?
bližnji prihodnosti. To vprašanje je treba povezati s konkretno Na prihodnje izzive, ki so povezani z nastopom umetne splošne
prisotnimi strahovi pred katastrofičnimi in celo eksistenčnimi oziroma umetne super inteligence, je treba gledati tudi v luči
tipi tveganj GUI, ki bi lahko imeli negativne družbene posledice. današnjih dogajanj. Že danes si lahko zastavljamo vprašanje, ali
Če katastrofično tveganje ocenjujemo po kriteriju maksimalne bo ustvarjalno znanstveno delo dokončno prevzela GUI: ali je res
razširjenosti (število ljudi, ki bi bili prizadeti), intenziteti upravičeno trditi, da kar je nekoč kalkulator pomenil za številke,
(trpljenju, ki ga povzroča) in trajanja škodljivih družbenih in kar internet za globalni značaj komunikacijo, to danes pomeni
posledic nekontroliranega razvoja posamezne tehnologije, potem za znanstveno kreativnost razvoj GUI? Znanstveno kreativnost
pri eksistenčnem tveganju, ki naj bi bil povzean z umetno lahko subsumiramo pod bolj splošni pojem inteligence. Ta naj bi
inteligenco, odločilno vlogo igra samo en kriterij: nevarnost načeloma izkazovala celo paleto zmožnosti, od kreativnih do
iztrebljanja človeške vrste zaradi prevlade stroja nad človekom. racionalnih oblik (znanstvenega, umetniškega, itd.) mišljenja, od
Neredko se srečujemo z ocenami, da pomembni predpogoj za načrtovanja do učenja na temelju izkušenj, itd. Četudi danes
varni prihodnji razvoj GUI, v okviru katerega se lahko izognemo spekuliramo, da bo splošna umetna inteligenca dosegla ali
eksistenčnim tipom tveganj, predstavlja »algoritem okrepljenega presegla inteligenčne zmožnosti ljudi, pa bomo v strokovni
učenja« (v ang.: »reinforcement learning algorithms«) [5, 6]). Pri literaturi težko naleteli na neke soglasne kriterije, ki naj bi
»okrepljenem učenju« gre za to, da se v procesu sprejemanja povedali, kaj predstavlja »inteligenca« pri strojih in kaj
odločitev nagradi to, kar vodi v dobrobit ljudi. Vendar v predstavlja inteligenca pri ljudeh. Formalne definicije, ki
konkretnih situacijah težavo predstavlja praktično usklajevanje vztrajajo ne nekem skupnem imenovalcu, nam niso vedno v
funkcij umetne inteligence z sprejetimi družbenimi vrednotami. pomoč. Nobena izmed teh formalnih definicij ne ponuja nekega
Čeprav se ta problem na prvi pogled zdi trivialen, temu ni tako. dokončnega kriterija, ki bi nam omogočal primerjavo
Družbene vrednote so raznolike, amorfne in jih je težko »inteligentnosti« različnih entitet. Če se za hip ustavimo ob
zapopasti v kvantitativnih kategorijah. Problem, kako najnovejšem delu Yuval Noaha Harareja, ki nosi naslov »Nexus.
»okrepljeno učenje« uskladiti z sprejemljivimi družbenimi A Brief History of Information Networks from the Stone Stage
vrednotami, zato ni nekaj, kar se da na zelo enostaven in to AI« [9], bomo pri njemu hitro prepoznali besednjak, ki naj bi
Ali nas uporaba velikih jezikovnih modelov v znanstvenem
raziskovanju približuje časovni točki, ko bo stroj nadvladal Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
človeka?
nedvoumno nakazoval, da GUI poseduje moment dveh inteligenc vzame situacijo, ko nek uporabnik, ki komuncira
intencionalnosti, t.j. sposobnost GUI slediti delovanju, ki izhaja z klepetalnikom UI, ne zna več ločiti, ali je na drugi strani človek
iz njih samih. (Avtor knjige govori o tem, da se pametni stroji, ki ali stroj [8].
jih vodi GUI, sami odločajo, izbirajo, delujejo, itd.). Ob
prebiranju najnovejšega Hararejevega dela se lahko vprašamo,
zakaj vsiljuje intencionalnost kot ključni kriterij za izenačevanje 4 Zakaj umetna inteligenca postaja vedno bolj
»inteligentnosti« človeka in stroja. Lahko bi uporabil širšo nepogrešljiv pomočnik v vseh fazah
definicijo inteligence in bi le to pripisal že entitetam, ki so znanstvenega raziskovanja?
pasivne, torej ne vključujejo momenta intencionalnosti, vendar V okviru moje razprave me ob bolj načelnem epistemološkem
vseeno reagirajo na okolje in lahko opravljajo kompleksne vprašanju, t.j. ali nova tehnologija umetne inteligence postopoma
naloge. To je na primer storil Sebastien Bubeck, ki je skupaj z zavzema prostor znanstvene kreativnosti, zanima tudi bolj
soavtorji preučeval, ali so v jezikovnem modelu GTP-4 že dani konkretno vprašanje: ali ta nova napredna tehnologija dobiva
zametki umetne splošne inteligence. Postavil je namreč tezo, da status nepogrešljivosti v vseh drugih fazah znanstvenega
si neko inteligentno entiteto lahko predstavljamo tudi kot raziskovanja?
»orakelj«, ki nima notranjih vzgibov ali želja za delovanje, Sodobno znanstveno raziskovanje je multidimenzionalni
vendar lahko natančno in koristno zagotavlja informacije o kateri proces, ki vključuje različne faze, ki od začetka raziskovanja do
koli temi ali domeni vedenja [10]. Definicijo inteligence, ki končne objave znanstvenih rezultatov segajo od najbolj rutinskih
izhaja zgolj iz kriterija intencionalnosti, imamo lahko za pa do najbolj ustvarjalnih aktivnosti. VJM v tem primeru
izhajamo iz notranjih motivov za doseganja ciljev našega »asistenta« v vseh fazah znanstvenega raziskovanja. Bo ta delovanja v kar se da širokem okolju, kjer se soočamo z nikoli »asistent« v bolj ali manj oddaljeni prihodnosti postal restriktivno še iz enega razloga. Če namreč pri tej definiciji prevzema vlogo koristnega in vedno bolj nepogrešljivega
zaključenim spektrom situacij, potem v primeru rabe takšne »profesor«, ki bo dokončno nadomestil človeka – znanstvenika?
definicije implicitno predpostavljamo, da je pojem inteligence 1. Najprej je treba izpostaviti, da GUI zaradi svoje
neizogibno vezan na univerzalnost in optimalnost. To pomeni, da učinkovitosti vedno bolj nadomešča znanstvenike v postopkih
spet operiramo z apriorno definiranim in ne aposteriorno pridobivanja podatkov. Podobno je z učinkovitostjo GUI v
preverjenim konceptom inteligence. Dejansko oziroma realno vsebinskem pregledovanju, povzemanju in sumiranju množice
inteligenco človeka namreč nikakor ne moremo opredeliti kot informacijskih virov, ki so kot »state of the art« relevantne v
absolutno univerzalno in optimalno. vsakem začetnem procesu znanstvenega raziskovanja. GUI je
S podobnimi dilemami se soočamo, če naš pogled usmerimo sposoben obdelave in analize velike količine podatkov. Vloga
Tudi v tem primeru odgovor na vprašanje, ali umetna inteligenca znanstvene literature, povzemanju podatkov in sinteze enostavno privzema kreativne moči znanosti, ni enoznačen. Ne kompleksnih podatkovnih baz, samodejnem prepoznavanju na kreativnost kot eno izmed dimenzij človekove inteligence. GUI postaja neprecenljiva pri pregledu in sintezi vsebin iz
gre samo za to, da se že pri vprašanju kreativnosti človeka vzorcev in trendov, ki jih je mogoče izpeljati iz podatkov,
srečujemo z ogromnim številom definicij (znanstveniki modeliranju in napovedovanju na temelju zbranih podatkov, itd.
uporabljajo danes več kot 50 definicij [11]), zadeve postanejo še 2. Vedno bolj se povečuje vloga GUI pri ustvarjanju
bolj kompleksne, ko iščemo skupni imenovalec med definicijo novih idej. Glede na današnjo eksponentno rast znanstvenih
človeške kreativnosti in kreativnostjo, ki jo pripisujemo umetni informacij je prenos te raziskovalne funkcije iz človeka na GUI
inteligenci. Na eni strani imamo avtorje, kot so Marc Ruco [12] hkrati povezana z zmožnostjo GUI, da učinkovito in predvsem
ali Stephen Rice [13], ki pravijo, da kolikor k standardnim avtonomno ustvarja nova raziskovalna vprašanja in hipoteze.
definicijam človekove ustvarjalnosti – ta vključuje dimenzijo Eden največjih izzivov najbolj naprednih področij znanosti je
originalnosti in učinkovitosti - dodamo tudi dimenziji skorajda neskončno število hipotez, ki se nanašajo na
avtentičnosti, potem GUI ne more tekmovati z ljudmi. raziskovalne probleme, zaradi česar se včasih zdi natančno
Na drugi strani imamo avtorje, kot na primer Hubert Kent, za sistematično raziskovanje, ki bi omogočalo sprejetje hevristično
kreativnosti, vsaj kar zadeva t.i. odprti tip mišljenja, saj naj bi nemogoče. Primer: v biokemiji naj bi obstajalo približno 10⁶⁰ empirične analize pokazale, da GPT-4 že zmore doseči rezultate, molekul, to pa je praktično enako številu zdravil, ki jih je treba katere je GPT- 4 že dosegel izredno visoko stopnjo znanstvene najbolj obetavne hipoteze, brez sodelovanja UI skorajda
ki so enaki rezultatom, ki jih doseže zgolj 1% najbolj na temelju ogromnega števila molekul šele odkriti [16]. Pri tem
inteligentnih ljudi [14]. Rezultati dodatnih študij naj bi ravno imajo ravno najnovejši modeli GUI potreben potencial, da
tako dokazovali, da model GPT-4 izkazuje veliko stopnjo revolucionarno posežejo v to fazo znanstvenega raziskovanja, ko
fleksibilnosti zunaj ustaljenih okvirov mišljenja in naj bi imel na gre za biokemijo. Podobne primere bi lahko navedli za področje
področju odprtega tipa mišljenja celo višji kreativni potencial od genomike, astronomije, kvantne fizike, itd. Ne moremo mimo
ljudi. Pričakovati torej je, pravijo avtorji, ki so opravili te in omembe še ene funkcije GUI. Ta funkcija GUI je vezana na
podobne študije, da bo model GPT-4, kolikor bo dosežen njeno zmožnost usmerjanja k bolj interdisciplinarno zasnovanim
napredek glede povečanih zmožnosti učenja na velikih bazah revolucionarnim znanstvenim odkritjem, saj so njeni potenciali
podatkov in bolj napredni arhitekturi nevronskih mrež, kmalo pri obdelavi in sintezi informacij iz različnih disciplin skorajda
storil pomembni korak v smeri umetne splošne inteligence.[15]. neomejeni. V tem primeru Turingovi testi že zvenijo zastarelo. V okviru rabe
Turingovega testa gre namreč za to, da se kot kriterij izenačitve
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Mali
3. Vloga GUI se povečuje tudi v procesih evalvacije preučujejo, kako delovanje oziroma vedenje na mikro ravni
končnih rezultatov znanstvenega raziskovanja. Če izhajam iz (npr.: odločitve individualnih agentov) vodi do posledic na
bolj splošnih epistemoloških predpostavk in se na tem mestu makro (družbeni) ravni (npr.: oblikovanje družbenih vzorcev
izognemo razpravi o prednostih in tudi tveganjih uporabe GUI v delovanja oziroma obnašanja). V okviru teh modelov se seveda
konkretnih recenzentskih postopkih, potem naj na kratko lahko preučuje tudi obratni vpliv: kako makro-nivo vpliva na
omenimo zgolj eno izredno pomembno vlogo te nove napredne obnašanje na mikro ravni [8]. V okviru sociologije se s temi
tehnologije, t.j. preverjanje rezultatov eksperimentalnih in drugih »agent-based« modeli preučuje socialna omrežja, oblikovanje
empiričnih raziskav. V preteklosti je v glavnem veljalo, da ni sosedskih skupnosti, itd.
problematična ponovljivost dobljenih znanstvenih rezultatov, Se pa v zvezi z družboslovnim raziskovanjem pojavlja
bodisi na temelju javno dostopnih znanstvenih objav ali ustreznih določen paradoks, na katerega želim opozoriti v tem sklepnem
eksperimentalnih protokov. Sodobna znanost se nahaja v vedno delu moje razprave. Ta paradoks predstavlja dejstvo, da postopki
večji krizi, kar zadeva zmožnost replikacije, saj je tako z vidika »okrepljenega učenja« (ang. »reinforcement learning«), ki naj bi
časa kot tudi stroškov v številnih, če ne kar vseh vseh odpravili »halucinacije« in raznovrstne pristranosti, predstavljajo
znanstvenih disciplinah težko izvesti potrebne eksperimentalne oviro za doseganje objektivno veljavnih znanstvenih rezultatov.
in druge znanstvene ponovitve. O tveganjih za povečanje goljufij Če pride skozi delovanje t.i. »reinforcement self-learning by
in prevar v moderni znanosti, ki izhajajo iz teh kompleksnih human feed-back« (RLHF) do idealiziranja sveta, t..j. sveta,
situacij raziskovalnega dela, sem več pisal na drugih mestih [17]. kakršen naj bi bil, ne pa sveta, kakršen dejansko je, takšna
GUI lahko odigra zelo relevatno funkcijo v današnjem času prizadevanja za zmanjšanja pristranskosti algoritmov, katerih cilj
enormne produkcije znanstvenih rezultatov, ko je vedno težje je promovirati liberalne vrednote, lahko ogrozijo veljavnost
izvajati ponovitve eksperimentov z namenom izvajanja kontrole raziskav v družboslovju, ki jih podpira umetna inteligenca.
znanstvenih rezultatov. Njen predikativni pristop namreč lahko »Požarni zid«, ki se ga želi danes pospešeno graditi preko RLHF,
zagotovi učinkovito, hitro, sistematično in natančno napoved odpravlja tveganja GUI, kar zadeva njeno široko uporabo (in
ponovljivosti posameznih znanstvenih odkritij ali pa celo vseh preprečuje tveganja, ki so se, kot pravi Yuval Harare, že zažrla v
spoznanj na posameznem področju znanosti. civilizacijski kod sodobnih družb), po drugi strani pa predstavlja
4. Pozitivna vloga GUI se danes povečuje tudi v okviru epistemološko tveganje za objektivni značaj današnjih
širših družbenih in kognitivnih predpostavk, ki so relevantne za družboslovnih raziskav. Tudi to predstavlja dilemo današnjega in
delovanje moderne znanosti. V zvezi s to širšo funkcijo bi prihodnjega razvoja umetne inteligence, ki zahteva naš celovit
izpostavil vlogo GUI pri spodbujanju komunikacij znotraj interdisciplinarni razmislek, saj se je le na tej osnovi mogoče
znanstvene skupnosti, pa tudi komunikacije znanstvenikov izogniti negativnim družbenim in tudi epistemološkim
navzven. To zadnje naj bi se dogajalo predvsem s pomočjo implikacijam njenega razvoja.
modela ChatGPT, ki generira takšne tipe pojasnitev, ki vodijo k
premagovanju komunikacijskih prepadov med eksperti in laiki.
Vendar je to funkcijo, kot smo že opozorili v enem izmed 6 Zaključek
predhodnih poglavij, mogoče izvajati le, če bo prišlo do V zadnjem času je tako v znanstvenih krogih kot tudi zunaj
uveljavitve nove paradigme odprtokodne znanosti. V zadnjem znanstvenih krogov veliko govora o možnih tveganjih
času strokovnjaki, ki delujejo na področju GUI, vedno bolj današnjega in prihodnjega razvoja umetne inteligence.
poudarjajo, da je treba razviti modele, ki bodo čim bolj Znanstveniki iz Massachusetts Institute of Technology, ene
korespondirali z fizično realnostjo. Menijo, da je treba največ najbolj uglednih akademskih institucij v ZDA, so v letošnjem
naporov usmeriti v nadaljnji razvoj multimodalnih sistemov letu pripravili javno dostopni repozitorij z umetno inteligenco
GUI. Demis Hassabis, izvršni direktor firme DeepMind, je v povezanih primerov tveganj. V omenjenem repozitoriju se
intervjuju za angleški dnevnik Guardian konec prejšnjega leta trenutno nahaja kar 777 opisov takšnih tveganj. To je še en
dejal, da je bil storjen na tem področju največji korak z modelom dokaz, kako veliko zanimanje obstaja danes za ta vprašanja. V
Gemini, ki ga razvija njegovo podjetje [18]. mojem kratkem prispevku sem se dotaknil zgolj enega izmed teh
številnih problemov, ki je vezan bolj na epistemologijo
5 Ali nova tehnologija generativne umetne razvoja umetne inteligence. V tem kontekstu me je predvsem znanstvenega raziskovanja, ne pa toliko na družbene posledice
inteligence v okviru družboslovnega zanimalo, ali pospešena raba VJM v okviru različnih znanstveno-
raziskovanja nujno in vedno zagotavlja raziskovalnih aktivnosti predstavlja eno izmed domen, kjer se na
znanstveno objektivnost? stežaj odpirajo vrata nastopu umetne splošne oziroma umetne
Kot družboslovca me seveda zanima tudi vprašanje vedno večje super inteligence. Še posebej me je zanimalo vprašanje, zakaj
rabe VJM na področju mojega področja znanstvenega GUI postaja že danes nepogrešljivo »orodje« v seh fazah
raziskovanja. Kar takoj je treba reči, da na področju družbenih znanstvenega raziskovanja. V sklepnem delu sem se na kratko
ved VJM izkazujejo velik (hevristični) potencial v razvijanju ustavil ob nekaterih specifičnih dilemah uporabe GUI na
novih pristopov k anketnim raziskavam in ponovljivosti področju družboslovnega raziskovanja.
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Comparing academic performance across course topics:
a pilot study
Laura Fink Bojan Cestnik
Faculty of entrepreneurship Faculty of entrepreneurship
GEA College GEA College
Ljubljana, Slovenia Ljubljana, Slovenia
laura.fink@gea-college.si bojan.cestnik@gea-college.si
bojan.cestnik@temida.si
ABSTRACT KEYWORDS
In this paper, we examine the academic performance of students course-specific competence, learning analytics, prediction
in different courses to determine whether good performance in models, student academic achievement, student academic
one course is related to good performance in other courses. performance Although certain predictive models emphasize the importance of
course content for learning success, there are few studies that
address how student performance in different courses is related 1 INTRODUCTION AND RELATED WORK
to similar course topics, learning goals, competences, and skills.
By creating a preliminary framework that examines how Are students who achieve excellent results in one course more
academic performance is related to different course topics, we likely to achieve outstanding results in another? And vice versa?
attempt to make a first step further towards addressing the This is the key question that triggered this preliminary research
research gap regarding the interrelatedness of student into how students perform in different courses. As a result, we
achievement not only in different course topics but in different are examining the relationships between students' academic
competence areas. We examined a set of student grades from achievement in different courses from two different
eleven different courses at the faculty from areas such as undergraduate study programs at the faculty of entrepreneurship.
entrepreneurship, management and leadership, business Despite some prediction models suggesting the course content as
informatics, mathematics, economics, marketing and market one of the input explanatory variables, there is a significant lack
analysis, innovation and creativity, English, finance and of detailed research on the relationship between students'
accounting, business law, and human resource management. We achievement in different courses from the same, similar, or
show that students with more exam retakes on average reached a entirely different discipline. Therefore, this preliminary study
lower grade rank than the students who only registered for the aims to develop a pilot model to investigate the relationship
exam once. We used linear regression to show the significance between academic success in various courses and their respective
of the relationships between student performance in the course topics. The findings of this study could be further
Informatics course compared to their achievement in other reinforced and interpreted by the comparison of course-specific
courses. With a correlation matrix coefficient, we measured the competences and learning objectives.
strength of reciprocal interrelatedness between the grade ranks Apart from the prediction model of academic achievement,
students attained in each of the eleven courses. The results of this interrelatedness between academic achievement in different
preliminary study indicate a possible stronger association courses compared to the course main topics, competences, and
between academic achievement in courses that have similarities learning objectives is still largely missing. Since previous studies
in terms of content or focus, such as business administration and that would previously investigate the interrelatedness of student
entrepreneurship (correlation coefficient of 0.58). Further studies achievement in different courses are, to the best of our
with detailed comparison of course-specific competences are knowledge, entirely nonexistent, let us draw attention to the
needed for accepting the finding that interrelatedness between research studies that are related to the field and that have led to
achievements in courses from similar versus different disciplines this investigation. OECD [12, 13], for example, show a positive
is stronger. The preliminary model could further be improved by association between literacy and numeracy skills. Moreover, in
a broader range of courses, input explanatory student factors, and our previous research [2], we showed that students who achieved
application of advanced analytical techniques. better academic achievement in word skills were on average also
more likely to achieve better achievement in excel skills.
∗ Comparing academic performance across course topics: a pilot study. However, this does not imply that it is sufficient to develop only
† Fink, L., Cestnik, B. some of these skills, such as solely including word skills, excel
Permission to make digital or hard copies of part or all of this work for personal or skills, literacy skills, or just numeracy skills in the curriculum.
classroom use is granted without fee provided that copies are not made or distributed Furthermore, this does not imply that students in a real situation
for profit or commercial advantage and that copies bear this notice and the full cannot achieve much better results in a certain type of skill
citation on the first page. Copyrights for third-party components of this work must
be honored. For all other uses, contact the owner/author(s). compared to another. Additionally, Fink and Vadnjal [3]
Information Society 2023, 7–11 October 2024, Ljubljana, Slovenia conducted a pilot study that compared the development of
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.cog.10
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia L. Fink and B. Cestnik
generic and course-specific competences during a higher H1. Mostly there are reciprocal relationships between a
education course. student's performance in one course and their performance
As previously mentioned, one could apply findings about the in another.
relationships between various course topics, contents,
competences, or objectives to the development of predictive H2. As the number of exam retakes increases, the student's
models and predictive algorithms. Prediction models are often grade rank decreases.
used to find out ahead of time which students are likely to drop
out or fail external exams. The schools aim to take intervention
measures and steps to stop the bad predictions from coming true, 3 DATASET AND METHODOLOGY
and the success rate can be raised [16, 9]. There are a lot of
different input explanatory variables that can have a big effect on The dataset collection and preparation included several
how well and especially how accurately prediction models phases. First, we have collected students’ grades for different
perform [16, 4, 7, 8, 9, 11, 1]. Some prediction models include courses at the higher education institution. The initial dataset
related concepts to the course content [7], such as the course's included the grades of 223 students for 67 different courses.
learning objective, the course's main competences, the course In the second phase, we have refined and further prepared the
topic [4], or even course preparedness [10]. dataset. Based on some simple data exploration and visualization
In addition to the combination of input explanatory variables, techniques, such as plotting the missing values, plotting the
various statistical methodologies and techniques, as well as distribution of the number of grades available per course, and
different types of measurements and academic achievements, plotting the distribution of the number of exam retakes per
significantly influence the prediction model's power and course, we have decided to eliminate the data of courses with less
performance. While adding additional or all relevant factors to than 60 students’ grades per course. With that, we narrowed
the model does not always improve its performance, the right further analysis to the following eleven selected courses:
combination of input explanatory variables significantly Business Economics, Informatics, Management and Leadership,
influences the accuracy and other model performance measures Marketing and Market Analysis, Entrepreneurship, Business
[4]. In the end, the right combination of input variables largely English, Accounting, Creativity and Innovation, Business
determines the model's explanatory power, the accuracy of its Mathematics and Statistics, Business Law, and Human Resource
predictions, and other performance measures [6, 15]. Management.
Different prediction models are based on different
methodologies and include different input and output variables.
Francis and Babu [4], for example, compare prediction models Table 1: Number of grades per one and two courses
of student achievement that include the topic of the course as the
input explanatory variable. They demonstrated that the course Course (Short name) Nr. of students/grades
topic, along with many other factors, is one of the explanatory per for chosen
variables for academic achievement. However, their model course course and
found that academic factors, including the course topic, were less Informatics (%)
accurate in predicting students' academic achievement than Informatics for entrepreneurs 160
demographic factors, behavior factors, and other factors such as (P07_IE)
absence days, parental satisfaction, and school survey responses. Business economics (P05_BE) 139 120 (86 %)
They developed, compared, and assessed performance measures Business law for entrepreneurs 79 71 (90 %)
of several prediction models. The model that included academic (P06_BLE)
factors, behavior, and additional input explanatory variables Human resource management 66 58 (88%)
showed the greatest improvement in accuracy. On the other hand, (P09_HRM)
adding demographic factors on top of that reduced the accuracy Management and leadership 156 142 (91%)
of academic achievement prediction. Clearly, the addition of (P15_ML)
additional input variables, for example, the topic of the course, Marketing and market analysis 90 73 (81%)
in different models contributes differently to improving (P16_MMA)
prediction accuracy and other performance measures, depending Entrepreneurship (P27_ENT) 191 148 (77%)
on other input variables in the model. Business English (P28_BE) 152 133 (88%)
Accounting for entrepreneurs 143 131 (92%)
2 (P33_AE) HYPOTHESES
Creativity and innovation in 173 142 (82%)
entrepreneurship (P36_CIE)
In this preliminary study, we aim to build a preliminary pilot Business mathematics and 139 119 (86%)
research model on which we will test the interrelatedness statistics (P39_BMS) between academic achievement in different courses. We suggest
the following hypotheses: We then compared the number of students’ grades available
per one course with the number of grades available per two
courses (the selected course and the informatics) and calculated
the share of students that also took the exam in informatics
Comparing academic performance across course topics: a pilot
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
study.
compared to the number of students who took the exam in the
selected course only. Students' grades include both those that In the third phase, we continued with the data exploration and
indicate a student has passed the course and those that indicate a visualization. We plotted the distribution of the number of grades
student has not. Since we included only one grade per student in achieved per grade rank for each of the selected eleven courses.
further analysis, the number of students’ grades reflects the An example of the distribution for the Entrepreneurship course
number of students who took the exam in each course. Not all is provided in Figure 1.
students took exams in all eleven subjects. The reasons for this
are varied, including the fact that the courses are from two
different programs.
The courses with the highest student grades include
Entrepreneurship (191), followed by Creativity/Innovation (173)
and Informatics (160) (Table 1). More than 77% of students
(148) who took the entrepreneurship exam also took the
informatics exam. Similarly, 82% of students who took the exam
in creativity/innovation (142), and 91% of those who took the
exam in management/leadership (142) also took the exam in
informatics. In other words, students who attended the exam in
the Informatics course often also attended the exam in the
Entrepreneurship, Management/Leadership, and
Creativity/Innovation courses, as shown in Table 1.
Then, we continued by calculating the average grade ranks
and number of exam retakes (table 2) for each of the courses
included in the analysis. The grade ranks range from 0 to 10,
where 0 represents not attending, 1 to 5 represents failed, 6 Figure 1: Distribution of number of grades per each grade
satisfactory, 7 average, 8 good, 9 very good, and 10 excellent. As rank for Entrepreneurship course example
shown in Table 2, the students on average achieved better grades
in the HRM course than in other courses. In comparison, the In the next phase, we focused our investigation on how the
students on average achieved the lowest average grade rank in grades that students achieved in the Informatics course behave
the Mathematics/Statistics and Economics course compared to compared to the grades they achieved in the remaining ten
other courses. The students also, on average, most commonly courses. We performed and visualized ten linear regression
retook the exam in these two courses. Additionally, we found that models describing the relationships between grade ranks students
38 students attended at least one exam deadline for each of the achieved in the informatics course and the grade ranks students
eleven courses. achieved in other selected courses. When performing the linear
regression, we included the grade rank achieved in informatics
Table 2: Average grade rank and number of exam retakes regression models assume the influence of the independent as an independent variable. Though we are aware that linear
variable on the dependent variable and not the reciprocal
Course (Short name) Avg. Avg. nr. of relationships per se, we decided to mention this limitation and
grade retakes work further with the results obtained from the regression
Informatics for entrepreneurs 7.7 1.2 analyses in this preliminary pilot study.
(P07_IE) We performed additional analysis based on the correlation
Business economics (P05_BE) 6.6 1.8 matrix between the grade ranks students achieved in each of the
Business law for entrepreneurs 7.1 1.3 eleven selected courses. We draw a correlation matrix with
(P06_BLE) significant (p < 0.05) correlations among regression coefficients
Human resource management 8.0 1.1 between the eleven selected courses to determine which of the
(P09_HRM) eleven courses is related to another one. We then examined the
Management and leadership 7.3 1.2 strength and significance of the reciprocal relationship that the
(P15_ML) correlation matrix coefficient measures.
Marketing and market analysis 7.5 1.3 Next, we further compared the characteristics of our data for
(P16_MMA) the selected eleven courses with the characteristics of the data for
Entrepreneurship (P27_ENT) 7.4 1.3 all the courses. We used data visualization techniques such as
Business English (P28_BE) plotting to compare the distribution of the average grade of 7.3 1.2
Accounting eleven selected courses and all the courses. The distribution of for entrepreneurs 7.0 1.3
(P33_AE) average grade for the selected eleven courses seems fairly similar
Creativity to the distribution of average grade for all the courses, as shown and innovation in 7.2 1.3
entrepreneurship (P36_CIE) in Figure 2.
Business mathematics and statistics Although we cannot claim that an analysis of the entire data 6.4 2.0
(P39_BMS) set would yield similar results to the analysis of the selected
eleven courses based solely on the similar distribution of average
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia L. Fink and B. Cestnik
grades, we cannot completely rule out the possibility that on student's performance in one course and their performance in
average, somewhat similar associations would emerge among the another in most cases when comparing different pairs of courses.
other courses. Let's examine the concrete correlations between the grades of
the two courses. There is a moderate correlation between
Economics and Mathematics/Statistics (0.60), followed by
Economics and Entrepreneurship (0.58), Informatics and
Mathematics/Statistics (0.57), Marketing/Market Analysis and
Law (0.57), Marketing/Market Analysis and Entrepreneurship
(0.55), Economics and Accounting (0.54), Marketing/Market
Analysis and Creativity/Innovation (0.52), and Economics and
Informatics (0.51), and Informatics and Marketing/Market
analysis (0.50).
Based on moderate correlations, we can speculate that
Economics, Informatics, Mathematics, and Accounting courses
are closely connected, partially because students have to use the
numeracy skills in these courses. Therefore, future research
could address the question of whether the syllabus of these
courses reflects shared similar competences. Although rare,
previous research [12, 13] on the interrelatedness of competences
Figure 2: Distribution of number of grades per each grade has shown that people who are more proficient in literacy skills
rank per course example are usually also more proficient in numeracy skills, and vice
versa, additional inquiry into the similar and different
In the final phase of this preliminary pilot research, we competences that are developed within these courses would
performed the regression analysis between the grade rank that the provide an important insight and more thoroughly address the
student achieved and the number of exam retakes of the student. gap in the literature on the interrelatedness between competences
that is largely still missing. Therefore, we also need to investigate
further to what degree are the numeracy skills included in the
4 RESEARCH FINDINGS syllabus of the courses that otherwise aim at developing soft,
social, and other professional skills, such as the Entrepreneurship
The eleven selected courses served as the basis for the and Marketing/Market Analysis courses. Additionally, based on
analysis, which focused on identifying reciprocal relationships the analysis, it would also make sense to check whether the
between the grade ranks of one course and those of another Marketing/Market Analysis and Creativity/Innovation courses
course. We selected the courses based on the number of grades foster the development of related skills. In general, we can
available after exploring, visualizing, cleaning, and refining the speculate that the type of competences is important for student
data. In addition to linear regression models, we calculated the achievement, but to confirm this, we would have to perform the
correlation matrix’s correlations (Figure 3) that investigate the qualitative analysis of the similar competences and learning
reciprocal association between the grade ranks students achieved objectives in the future.
in one course compared to another. The majority of the relationships are statistically significant
Overall, we investigated 55 reciprocal relationships (H1) but weak. Weak correlation exists between Entrepreneurship and
between the grade ranks of one course with the grade ranks of Mathematics/Statistics (0.49), Entrepreneurship and Informatics
another course. Among these, forty-six correlations are (0.47), Economics and Management/Leadership (0.47),
significant (p < 0.05) compared to nine correlations that are not Entrepreneurship and Law (0.45), English and Entrepreneurship
significant. Among the significant correlations, nine correlation (0.45), Economics and English (0.43), Creativity/Innovation and
coefficients exhibit a moderate relationship (between 0.5 and Entrepreneurship (0.42), HRM and Law (0.41), Accounting and
0.7) between the grade ranks of one course and the grade ranks HRM (0.41), Informatics and Accounting (0.41),
of another course. Twenty-seven correlations show a weak Management/Leadership and Accounting (0.40), English and
correlation (between 0.3 and 0.5), while ten correlations show a Mathematics/Statistics (0.38), Mathematics/Statistics and Law
negligible or low correlation (below 0.3) between the grade ranks (0.38), Marketing/Market Analysis and Law (0.37), English and
of two selected courses. Accounting (0.37), Management/Leadership and English (0.36),
The strength of significant coefficients varies from 0.19 all Entrepreneurship and HRM (0.36), Law and Economics (0.34),
the way up to 0.58. Many of the coefficients that we would Management/Leadership and Entrepreneurship (0.34),
otherwise have placed in the group of weak correlations are very Entrepreneurship and Accounting (0.33), Accounting and
close to 0.5, which indicates moderate correlation. There are also Mathematics/Statistics (0.33), Management/Leadership and
many coefficients that we have otherwise placed in the group of Marketing/Market Analysis (0.31), Marketing/Market Analysis
negligible correlations close to the value of 0.3, which indicates and Economics (0.31), Management/Leadership and Law (0.31),
a weak correlation. Informatics and Law (0.30), English and HRM (0.30),
Based on these results, we can accept hypothesis 1 that Creativity/Innovation and Accounting (0.30).
foresees the existence of reciprocal relationships between a A low correlation below 0.3 exists between Accounting and
Law (0.29), Marketing/Market Analysis and English (0.29),
Marketing/Market Analysis and Accounting (0.28), Economics
Comparing academic performance across course topics: a pilot
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
study.
and Creativity/Innovation (0.27), Informatics and once (β = -0.47, p = 0.00). The full equation is displayed below
Management/Leadership (0.26), Management/Leadership and (equation 1). Based on these results, we accept hypothesis 2 that
Creativity/Innovation (0.25), Management/Leadership and as the number of exam retakes increases, the student's grade rank
Mathematics/Statistics (0.25), English and Informatics (0.22), decreases.
English and Creativity/Innovation (0.20), and
Creativity/Innovation and Mathematics/Statistics (0.19).
Based on the weak and low correlations, we can speculate that 𝐺𝑟𝑎𝑑𝑒 𝑟𝑎𝑛𝑘 = 8.25 − 0.47
these correlations exist in courses that do not necessarily share ∗ 𝑁𝑟. 𝑜𝑓 𝑒𝑥𝑎𝑚 𝑟𝑒𝑡𝑎𝑘𝑒𝑠 (1)
that much of similar competences and learning objectives as + 𝑟𝑒𝑠𝑖𝑑𝑢𝑎𝑙𝑠 those that exhibit moderate correlations. As mentioned
these assumptions. Figure 4 also shows that most students register for the exam previously, further qualitative research is required to substantiate
number of observed instances for each pair of two courses ranges Since not all students took the exams in all the courses, the once, fewer students register for the exam twice, and even fewer students register for the exam a third time .
from 46 to 166, depending on the particular pair of courses. Not
only that, we found that the low number of observed instances
importantly contributed to the statistical insignificance of some
correlation coefficients. The relationships calculated based on a
low number of observed instances, such as, for example, between
Mathematics/Statistics and Law (46 observed instances),
Marketing/Market Analysis and Mathematics/Statistics (46),
HRM and Economics (47), Informatics and HRM (58), English
and Law (58), Management/Leadership and HRM (59), and
Creativity/Innovation and HRM (59 observed instances), exhibit
insignificant relationships. The exemptions are the insignificant
relationship between the Informatics and Creativity/Innovation
course with 142 observed instances and between the
Creativity/Innovation and Law course with 74 observed
instances. We therefore speculate that the Informatics and Law
courses strive to develop different competences than the
Creativity/Innovation course. This preliminary analysis is a Figure 4: Regression analysis between number of exam
useful basis for further research and analysis. retakes and average grade achieved
5 CONCLUSION
The purpose of this study was to lay the groundwork for
further research regarding the correlation between different
course-specific competences and to present initial findings
regarding the correlation between students’ academic
achievement in different courses. In this paper, we aim to
enhance our comprehension of the intricate relationship between
competences, an area that remains largely unexplored. The
preliminary analysis revealed the existence of interrelatedness
among grades students achieve in different courses, and showed
that a student's academic performance in one course influences
their performance in another. Based on the analysis we accept
hypothesis 1 that foresees the existence of reciprocal
relationships between a student's performance in one course and
their performance in another in most cases when comparing
Figure 3: Correlation matrix with significant correlations different pairs of courses. We also show that students with more
exam retakes on average reached a lower grade rank than the
The results of the regression analysis between the grade rank students who only registered for the exam once. With that, we
that the student achieved and the number of exam retakes that the accept hypothesis 2 that as the number of exam retakes increases,
student took (H2), that are shown in Figure 4, suggest that the the student's grade rank decreases.
students with more exam retakes on average reached a lower To determine whether there is a stronger correlation between
grade rank than the students who only registered for the exam academic achievements in courses from the same or similar
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10.
Linking the Normative and the Descriptive: Bounded
Epistemic Rationality
Nastja Tomat†
Department of Philosophy
Faculty of Arts
University of Ljubljana
Ljubljana, Slovenia
nastja.tomat@ff.uni-lj.si
Abstract epistemology still often relies on idealized models of human cognizers [8], with the consequence that it frequently imposes
Epistemic rationality is a type of rationality directed towards epistemic norms such as logical omniscience, consistency
cognitive or epistemic goals, such as true beliefs, knowledge, or between beliefs, and immediate updating of beliefs by
understanding. Epistemology is primarily concerned with conditionalization [9]. normative questions about how one should form and update
beliefs, reason and inquire to be rational; on the other hand, Philosophy, including epistemology, is predominantly
empirical disciplines, such as psychology, investigate how concerned with the normative questions about justification,
inquiries and belief formation occur in real life. The question rationality and other epistemic appraisals of our cognitive
arises as to what the relationship between the normative and the activities and doxastic states, while empirical disciplines, such as
descriptive in the study of epistemic rationality should be. This psychology, empirically investigate how human cognition,
paper proposes a notion of bounded epistemic rationality as a inquiries and belief formation occur in everyday life. With
hybrid, non-ideal concept that encompasses both normative and normative theories on the one hand and empirical research on the
descriptive elements. Drawing upon Herbert Simon’s bounded other, we are faced with the question of the relationship between
rationality and Robin McKenna’s non-ideal epistemology, the two approaches towards studying rationality. bounded epistemic rationality is characterized by requiring
satisficing instead of maximizing; acknowledging our cognitive, The aim of the paper is to propose a concept of bounded
environmental, and practical limitations; its ecological nature; epistemic rationality as a hybrid notion that may help us bridge
and its focus on the process of inquiry. As such, bounded the gap between the normative and the descriptive. By adopting
epistemic rationality is a good starting point for proposing a concept that is – to some extent – grounded on empirical data
epistemic advice that is achievable for real cognizers and helps about human cognition but does not dispose with the normative
them improve their epistemic position. questions about epistemically good cognition, we can propose
epistemic norms and epistemic advice that are achievable for real
human cognizers and can help them improve their epistemic
1 Introduction
situation.
Epistemic rationality is one of the main topics of epistemology.
It refers to epistemic attitudes, states, and processes [1], mainly
focusing on rationality of beliefs, and is directed towards 2 Normative and descriptive theories of
reaching cognitive or epistemic goals, such as true beliefs, rationality knowledge, or understanding [2, 3, 4]. One of the central tasks of
Philosophical understanding of rationality is deeply intertwined
epistemology has been to propose epistemic norms about how
with the notion of normativity. There are different views on how
one should form, update and revise beliefs to be rational.
to define and justify epistemic normativity and which epistemic
Although it is acknowledged that humans are not ideal agents –
norms we should endorse. We can understand rationality as a
there is ample empirical evidence, gathered by disciplines as
system of rules or requirements: it requires from us, for example,
cognitive psychology, showing that we are limited by our
not to hold contradictory beliefs, to draw a conclusion by modus
cognitive architecture and the nature of cognitive processes, such
ponens [10], to have deductive closure [11], or to follow rules of
as computational power and speed, predictive abilities, working
logic, probability and decision theory [12]. Rationality is thus
memory and attention [5, 6, 7] – traditional analytic
normative in the sense of employing certain norms and rules
according to which we can judge correctness of a belief [13].
Permission to make digital or hard copies of part or all of this work for personal or Nevertheless, a genuine normative question of rationality
classroom use is granted without fee provided that copies are not made or distributed requires us to determine if those rules or requirements are
for profit or commercial advantage and that copies bear this notice and the full
citation on the first page. Copyrights for third-party components of this work must necessarily accompanied by a reason to conform to them, or, in
be honored. For all other uses, contact the owner/author(s). other words, if we ought to conform to them [13, 14]. Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.cog.11
In addition to the debate about genuine normativity of defining conditions for epistemic ideals such as justification and
rationality, there is an ongoing discussion about how epistemic knowledge and engaging in “S knows P iff …” kind of
norms or principles should be formulated and what they should epistemology, McKenna claims that we should engage in non-
prescribe. According to Engel, there are some conditions such ideal theorizing that is informed by empirical literature on human
principles should satisfy to be genuinely normative: they should cognition, knowledge-producing institutions and epistemic
have normative force, a potential to regulate or direct our inquiry environment. While McKenna claims that descriptive questions
and beliefs, and normative freedom – a possibility to be violated. should be a starting point for answering normative questions, he
If we accept these conditions, many normative principles that are does not argue for a strong form of naturalism or for the
often employed are not adequate. A rule that says, for example, replacement of epistemology by empirical science, but merely
that one should not believe p and not p, tells us something about suggests that there should be a closer connection between
a characteristic of a rational belief, but gives us no guidance on epistemology and empirical disciplines than is currently the case
how to achieve it [11]. Such rules are more of a description of a [8]. The norms that non-ideal epistemology proposes would
belief or believer in ideal conditions than genuine normative therefore be norms of inquiry that help agents determine which
principles. A similar point is put forward by Robin McKenna in problems are important to inquire about in the first place; how to
his book Non-ideal epistemology [8]. He claims that mainstream collect, assess and evaluate evidence; what to do when they are
epistemology mostly proposes epistemic norms based on various presented with conflicting information; how to identify
types of idealizations, for example about cognitive capacities of trustworthy and reliable sources of information; and when they
epistemic agents and the nature of epistemic environment. He gathered enough evidence to terminate an inquiry and form a
calls such an approach to epistemological theorizing ideal belief. Instead of a norm stating something in terms of “a belief
epistemology and contrasts it with non-ideal epistemology which about whether anthropogenic climate change is real is rational if
tries to avoid such idealizations. The issue with the norms it is achieved in a reliable manner and responsive to the available
proposed by ideal epistemology is that they are too detached evidence”, non-ideal epistemology would propose norms
from real world issues, too demanding and unachievable for real specifying what is an epistemically good manner in which
human cognizers. Another, even more important issue is that they ordinary laypeople should gather evidence about climate change,
provide bad epistemic advice: if we try to achieve or approximate how to identify genuine experts and how to recognize good
proposed ideals and norms, we will often worsen rather than evidence. Such norms would require inquiring in a way that is
improve our epistemic situation. McKenna uses an example of possible for ordinary people – would not, for example, require
the ideal of objectivity in scientific inquiry: trying to achieve enormous amount of time and philosophical understanding of the
objectivity as detachment – in a sense that scientists are not concept of evidence – and would be based on empirical data on
personally invested and interested in the topic of inquiry and try which ways are effective for gaining true beliefs about climate
to detach research process from non-cognitive values – leads to change – for example, relying on science marketing strategies [8].
worse, not better, scientific inquiry. McKenna draws on Such norms or principles would satisfy Engel’s conditions and
Elizabeth Anderson’s work on value judgements in science. She could thus be considered as genuinely normative.
argues that researchers’ background assumptions and values
influence all the stages of research process – they partly
determine how we frame the research questions, conceive of the 3 Bounded rationality
object of inquiry, what data we collect, how we analyze and Although many authors who investigate rationality or epistemic
interpret them. A large portion of empirical research in social norms explicitly acknowledge that humans are limited agents and
science investigates evaluative questions that are related to well- that our boundaries should put a constraint on epistemic norms,
being of individuals, social groups or society at large, and science only a few philosophers have drawn on the notion of bounded
that is legitimately guided by certain, for example feminist values, rationality. Bounded rationality was introduced by political
could be more fruitful and more likely lead to desired epistemic scientist Herbert A. Simon and has importantly influenced many
goals. Instead of trying to be attain an ideal of objectivity, disciplines investigating rationality, such as psychology and
scientific inquiry should be informed by the right values [15]. A economics. Simon argued that global, idealized theories of
similar argument can be made for our everyday inquiries: if we, rationality should be replaced with a notion of rationality that is
for example, always aim to reason in accordance with a norm compatible with cognitive capacities of the subjects and the
proposed by ideal theory, such as logic and probability theory, or features of the environment in which they are embedded. As our
trying to think in intellectually autonomous way instead of cognitive capacities, for example predictive and computational
relying on experts, this will likely lead to worse epistemic capabilities, working memory and attention, are limited, human
outcomes than using less complex, heuristic processes or form a rationality can be only an approximation of an ideal rationality
belief according to the consensus of the experts [16]. This means that is assumed in models of decision theory. If we want to
that ideal theory is failing as a normative theory because its comprehend human rationality, we should not focus only on
prescriptions often do not help us achieve our epistemic goals, internal characteristics of human cognition, but also on the
such as obtaining true beliefs, knowledge or understanding, and structure of the environment. Simon illustrated this with a
cannot serve as regulative ideals. For this reason, the ideal metaphor of scissors: “Human rational behaviour (and the
approach should in certain situations be replaced by a non-ideal rational behaviour of all physical symbol systems) is shaped by
one [8]. Both Engel and McKenna emphasize that an important a scissors whose two blades are the structure of task
feature of epistemic norms is their potential for guidance, for environments and the computational capabilities of the actor.”
improving our inquiries, reasoning, and forming beliefs that are [17, p.7]. Simon argued that human rationality was satisficing,
in some way epistemically better. Instead on focusing on not optimizing – meaning that humans do not seek for best
possible solutions of a problem or best possible outcome of a beliefs that are not true (in a sense of a truth requirement usually
decision situation, but for solutions that are merely good enough imposed by veritism), but are approximations, simplifications, or
– and he urged to dispose of the notion of optimization as a generalizations, are more conducive to reaching a wide array of
criterion for rationality. He also emphasized that bounded other epistemic goals and desiderata that are perhaps even more
rationality is procedural, meaning that it does not focus solely on valuable than truth, such as in-depth understanding of
the outcomes, but also on the process leading to them; an agent phenomena [23, 24]. The second option is to introduce a non-
is therefore rational if her behavior stems from an appropriate epistemic criterion for “good enough.” A belief is rational
process of deliberation [17-21]. enough if it helps us select appropriate actions for achieving
some other, non-epistemic goal that we intrinsically value; in this
case, a belief is good enough if it has instrumental value. The
4 Bounded epistemic rationality third option is that “good enough” is partly determined by
According to Sturm [22], philosophical aspects of bounded pragmatic criteria, but the goal remains epistemic. This is in line
rationality have not yet been systematically investigated; with the thesis of pragmatic encroachment which claims that
nevertheless, the role of bounded rationality in epistemology has epistemic status of a belief is not determined solely by epistemic,
recently been explored by David Thorstad [7]. He describes five but also by pragmatic factors. A certain belief may be considered
characteristics of bounded rationality as a paradigm, the first one good enough if, for example, the consequences of the belief
being that bounds are important. As opposed to practical being false are not vast.
philosophy where it is universally acknowledged that our
physical limitations put constraints on the norms of rational Second, bounded epistemic rationality acknowledges that we
action, this is not necessarily the case for epistemic rationality. are bounded by our cognitive capacities, the nature of the
Thorstad claims that bounds are equally important for our environment in which we operate, and by practical
understanding of rational cognition than of rational action and considerations of our daily lives. It considers that we have limited
that we should be normatively required to perform only those processing power, attention span, working memory, predictive
cognitive operations that we are capable of. Secondly, theories abilities and so on and employs ought-implies-can principle of
of rationality should consider not only the final beliefs and other normativity: things that are normatively required from cognizers
doxastic states, but also the processes that led to them, which is are only those which they are in principle capable of executing.
directly derived from Simon’s notion on procedural nature of Furthermore, it considers the features of our epistemic
bounded rationality. The third and fourth characteristics refer to environment, especially the nature and structure of available
the claim that rationality is not bound only by our cognition, but information. Levy [25], for example, speaks of so-called polluted
also by environmental factors and that the use of rules of thumb epistemic environments, which consist of a large portion of
or heuristics can be more rational than using more complex misinformation and where various individuals and institutions
reasoning strategies. Drawing on the work of Gerd Gigerenzer imitate the criteria of expertise, making it difficult for laypeople
and ecological rationality [6, 16], Thorstad claims that heuristics to identify reliable sources of information and genuine expertise.
may in many situations or environments provide more accurate In such environments, false beliefs cannot be attributed primarily
predictions than other, more sophisticated strategies. Finally, to the lack of epistemic virtue or irrationality of a cognizer but
bounded rationality is compatible with a so-called programme of must be understood in the context of epistemic environment.
vindicatory epistemology, which states that what we usually Finally, bounded epistemic rationality considers that we have
consider as a violation of rationality norms is a consequence of a limited time and cognitive resources that we can devote to a
deliberation process that is merely boundedly rational. Although certain task. Our inquiries do not happen in a bubble that
we do not comply with traditional epistemic norms as coherence detaches us from our practical considerations – in everyday life,
and deductive closure, we are often inquiring and reasoning in we cannot afford to infinitely inquire about a certain topic, even
the most rational way possible considering our limitations. if it is highly relevant and interesting for us. Bounded epistemic
rationality does not require us to inquire and form beliefs in a
Drawing on Thorstad’s work, I propose and expand on way that would demand postponing all other activities in life.
several characteristics I believe should be incorporated in the Acknowledging that practical factors should to some extent play
account of bounded epistemic rationality. First, bounded a role in epistemic requirements is compatible with a view put
epistemic rationality is distinctively epistemic in a sense that it is forward by Bishop and Trout [26, 27]. In their theory of strategic
directed towards cognitive or epistemic goals, regardless of reliabilism they urge that epistemological theories should include
which specific goal we are committed to – having true beliefs both epistemic and pragmatic factors, and they see epistemically
and not having false beliefs, making accurate predictions, good reasoning as “reliable, cost-effective, and focused on
gaining knowledge or understanding. At the same time, bounded significant problems” [26, p. 106].
epistemic rationality does not require optimal solutions, but
solutions that are merely good enough - it doesn’t require from Third, bounded epistemic rationality is not defined by
cognizers that their predictions are a hundred percent accurate or adherence to a rigid system of highly demanding, idealized rules
that they possess all and only true beliefs about trivial topics that or requirements, but by a fit between the strategy and the
are not relevant to them. Nevertheless, an account of bounded environment. Therefore, various strategies, from complex
epistemic rationality will need to provide criteria for how to reasoning to simple heuristics, can be rational as long as they are
decide if a belief or a prediction is epistemically good enough – conducive to certain epistemic goals; for the moment, I leave
be it true, accurate or rational enough. I believe this can be done open whether this should be truth, prediction, knowledge, or
in one of three ways. The first option is to claim that by acquiring understanding. Bounded epistemic rationality is thus
consequentialist, as it promotes a form of cognitive success [28], epistemic ones, but in the sense that they require epistemic goals
and ecological, as it emphasizes the fit between a strategy and that are achievable for real human cognizers, and require
the task [6, 16]. inquiries that are not too costly in terms of cognitive resources
and time.
Fourth, bounded epistemic rationality does not focus on the
final doxastic states, but on the process of inquiry. This is
compatible with a so-called zetetic turn in epistemology: in 5 Conclusion
recent years, epistemologists have started to move away from Bounded epistemic rationality is a hybrid concept that
identifying conditions for knowledge and justification towards includes both normative and descriptive elements. It aims to
the questions about what good inquiry should look like – for avoid idealizations of epistemic agents and their environment
example, when to start and stop inquiring and how to collect and and to acknowledge the practical limits of our daily lives. Being
evaluate evidence [29, 30]. Focusing on the process of inquiry a non-ideal concept that relies on empirical data about human
has more potential for providing epistemic advice than focusing cognition and our epistemic environment, it has the potential to
solely on the descriptions of epistemic ideals, such as knowledge. suggest norms that serve as epistemic advice and help us achieve
Although describing the conditions for knowledge and our epistemic goals.
justification are crucial parts of epistemology, combining this
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Exploring Human Perception Using Virtual Reality
Katja Zibrek
katja.zibrek@inria.f r
Inria centre at Rennes University
France
Abstract exploring the potential of virtual immersive technology to en-
hance human abilities. Its aim is to understand how the virtual
Immersive technologies have seen a great expansion in the last
experiences could create new and faster learning procedures, aid
decade and researchers from several disciplines have focused on
in physical and mental health rehabilitation by broadening the
exploring virtual reality and the way it can affect human percep-
scope of what is possible in the physical reality, and perhaps even
tion. Virtual reality is a unique medium which has the ability to
open up new avenues for human experience, to which we do not
transfer the user from the physical environment to a digitally cre-
yet know the limits of.
ated illusion of space, events and interactions which mimic real
The aim of this paper is to present some examples of research
life. In this paper, some basic concepts of perception in virtual
in VR, dedicated to the exploration of human perception from
reality are introduced, followed by the summary of our research
both the computer and social science perspective. In order to bet-
which primarily focused on the perception of virtual agents. Our
ter place the research topic, general concepts of VR are defined in
method is based on the concept of interpersonal distance when
the first part of this article. In the second part, some of our past
people meet in social settings and where the distances they keep
studies using VR as a tool to measure human behaviour are pre-
between each other signal the nature of their relationship. We
sented. Our work mainly revolves around virtual agents, digital
studied these distances to evaluate realism, attractiveness and
representations of humans, who populate a virtual scene in VR
even personality traits of virtual agents in virtual reality. We
and may have simple or complex algorithms to simulate natural
discuss how our results can give valuable insights into the hu-
behaviour. At the end of the article, some of the implications of
man mind and how we can use this knowledge for training and
our research and how it can help us to understand human mind
rehabilitation applications in virtual reality.
are discussed.
Keywords
2 Virtual Reality
virtual reality, perception, virtual agents, proximity
While research in Virtual Reality (VR) goes back as early as 1970s,
it has witnessed a surge in recent years due to the development
1 Introduction of relatively low-cost and ergonomic devices, as well as more
Virtual Reality (VR) is an immersive environment where peo- effective and powerful graphics rendering technology. Enter-
ple can experience scenarios which mimic physical reality. They tainment industry began to launch VR-specific games (e.g., Beat
can also be engaged in virtual interaction with real people, pre- Saber, Half-Life: Alyx), social platforms such as Metaverse [16]
sented in VR as avatars, or computer-driven representations of are using VR for interaction in online virtual environments, some
real humans. The immersive experience and interaction is a fairly organisations use VR to raise social and political awareness [17,
recent phenomenon, providing a plethora of research challenges 19]. Other immersive technologies, such as Augmented Reality
to solve and questions to explore. For example, how do we create and Mixed Reality, began their debut to the broad market around
believable virtual environments which will facilitate human in- the same time as well. Today, they are commonly addressed with
teraction and what do peoples’ responses to these environments the unifying term Extended Reality (XR).
teach us about our mental processes? VR, however, is unlike any other immersive system. The goal
There are primarily two types of research domains who use VR of VR is to completely disconnect the user from the physical
in their research. The first, social science, is interested in VR as a reality which is different to the aim of other XR systems which
highly controllable replica of a real world with the ability to create do so only partially. Complex VR systems include head-mounted
“ecologically valid experience”, i.e. human response which is close display with positional tracking to create the feeling that the
to a real-life response, in order to investigate human cognition virtual world is surrounding and moving with the user, haptic
and transfer of knowledge from virtual to physical reality. The stimulation, spatial sound, representation of the user’s body in
second, computer science, is more interested in keeping human the environment, etc. This complexity of the system increases
evaluation in the loop to optimise computational power and system immersion [27, 20]. If the immersion is high, the user will
enhance virtual environments. While the primary goal of the have the feeling of “existing” in the virtual space, an experience
second group is not to explore the human mind, it is an inevitable known as “presence” or “place illusion, plausibility” [25, 27].
side effect of their scientific endeavour. Other illusions can also be created, most notably the illusion of
There is, however, a third group of researchers. This group social presence (a virtual human appears to be alive) [3, 1] and
presents a bridge between the social and computer science by embodiment (our virtual body is perceived as our own body).
Permission to make digital or hard copies of all or part of this work for personal 2.1 Presence or classroom use is granted without fee provided that copies are not made or
Presence in VR is the experience of an actual place and the feel-
distributed for profit or commercial advantage and that copies bear this notice and
the full citation on the first page. Copyrights for third-party components of this ing that the virtual events are really happening. Lombard and
work must be honored. For all other uses, contact the owner /author(s).
Ditton elegantly described presence as “the perceptual illusion of
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
nonmediation” [14]. The concept of presence was most famously
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.cog.12 investigated with the so called “virtual pit” experiment [30, 15,
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Zibrek
6], where the participants were standing on the top of a narrow Some researchers also explore the idea of co-sharing of a virtual
ledge in a virtual room, looking down to another room through a body, where the agency over one avatar can be shared between
wide gap in the floor. The experimenters [6] could detect changes two users, e.g. one user possesses the left arm an the other the
in galvanic skin response, shaking and loss of balance and the right, as well as different percentages of possession of the full
participants reported intense emotional reactions of fear as if avatar body [5].
they were in real danger of falling.
Several other types of environments and scenarios were used 3 Using VR to study the perception of virtual
by the researchers to elicit emotions (see [4] for an overview ). agents
Apart from research on the concept of presence, training and
As previously mentioned, agents are computer-driven represen-
rehabilitation applications were developed in VR to exploit this
tations of humans who can possess simple or complex behaviour
ability of a virtual environment to induce realistic responses in
characteristics. Researchers strive to understand how to increase
people. Related to the pit experiment, for example, assessment
their naturalness, appeal and interactive abilities and the above
of construction workers for their postural stability at different
mentioned illusions, presence, social presence and embodiment,
heights have been developed [7], and in psychotherapy, similar
play an important role in this endeavour. Presence increases the
environments are used to gradually expose acrophobia patients
believeability of the scenario with the agent, social presence in-
to increasing levels of height [13].
fluences the user to exhibit social behaviour, and embodiment
gives us the opportunity to measure user’s body position and
2.2 Social Presence movement in relation to the agent in the virtual space.
Social presence is the illusion of being present with another in
a virtual environment, or simply the “sense of being with an- 3.1 Proximity
other” [3]. The definition is broad and sometimes other terms are
Interpersonal distance or proximity is the minimum distance that
used to define similar or related constructs, such as telepresence,
people maintain between one another when involved in social
co-presence [21], and plausibility [27]. In VR, the term social
interaction. The measure comes from proxemics described by
presence is more commonly used to denote the level of believ-
Hall [8] who introduced it as an indicator or comfort and familiar-
ability of a co-located virtual human, especially if this virtual
ity with other people. Many factors influence how close we will
human is computer-driven (agent) and we wish to evaluate its
approach another: familiarity, culture, gender, personality, etc.
naturalness. Social presence with other users in VR (avatars) can
Closer distances reveal trustworthiness and comfort, while fur-
also be investigated to evaluate aspects of the system and the
ther distances can signal mistrust, discomfort or fear of the other.
environment, such as ability to represent users with emotional
In VR, proximity has been used to explore the social influence of
expressions or communication channels (sound, text interface),
virtual humans [1].
which enhances the collaboration aspect between the users in
The proximity measure can be expressed simply as the Eu-
the VR environment.
clidean distance of the current camera (user) position and the
Depending on the definition, different ways of measuring so-
position of central mass of the virtual character in the virtual
cial presence exist. Researchers who agree that social presence is
space. It is important that the user is navigating the environment
a cognitive construct will typically use questionnaires for evalua-
by natural walking in order to preserve distances comparable to
tion [2], while other researchers prefer to use indirect measures,
real-life interactions. The proximity tasks can vary. In the passive
such as eye-tracking and psychophysiology [27], signs of social
approach, the user is approached by an agent and is asked to
influence [28], or task-related behaviour [26, 18].
press a button at the precise time they begin to feel uncomfort-
able with the agent’s proximity (see image , Figure 1). With the a
2.3 Embodiment active approach, the user approaches an agent instead, typically
to complete a task, e.g., read the name tag on the agent’s chest. In
Embodiment or the Sense of Embodiment (SeO) is the feeling of
the avoidance task, the agent is an obstacle in the environment
possessing the virtual body in VR, which feels like it is “ours,” and
and the user avoids it to reach a goal. With active approaches,
moves according to our intentions [11]. This illusion is linked to
we can generate and analyse walking trajectory from the posi-
the virtual body in VR for which the movement is driven by the
tions of the user through time (see image , Figure 1) in terms b
user, wearing a tracking device while his HMD view is centered
of walking speed, minimum passing distance, average distance
at the eye-view of the head. If the user observes the movement
from the obstacle, etc. The avoidance behaviour between real
of his hands and body when immersed in VR, he can develop
and virtual humans has some differences: clearance distance for
a sensation that the body is actually his own. This illusion was
virtual agents is larger than real humans [24]. However, factors
first documented in real-life studies as the so called rubber hand
affecting the proximity were found to be generally similar to the
illusion [10]. The feeling of ownership of an artificial body can
ones in physical reality.
develop when receiving synchronous visual input and touch
sensation on both the virtual and real hand, with only the virtual
hand being visible to the user. The same effect can be reproduced 3.2 Previous Research
using proprioception (the user observes his virtual arm moving Some of our most relevant results using proximity are presented
as he is moving his real one). Not only is the SeO enabling a more in this section. The studies used primarily agents which were
immersive experience (presence is increased when embodiment highly realistic and had real human motion applied using high-
is added in VR), the SeO is a testament to the the importance of performance motion capture (Vicon) with 53 marker system to
the role of multimodal input in the embodied experience [11]. track the major joints and location of the body. The VR environ-
The illusion was also explored in creative applications, such as ments were created with Unreal Engine 4 or 5, and we primarily
giving the user a sense that they possess a part of a body which used HTC Vive with natural locomotion (participants could tra-
they actually do not have in reality, e.g., having a sixth finger [9]. verse the environment by walking) to immerse our participants
Perception in VR Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
Figure 1: Examples of our experimental stimuli and measures of proximity: a) passive approach, where the virtual agent
approaches the user and signals by pressing a button at the precise moment they feel uncomfortable with the agent. The
Euclidean distance between the central mass of the agent and user’s head-mounted display is recorded as the value of
proximity; b) active approach, where the user (dark-grey character on the right of the image) circumvents the agent while
walking through the virtual environment. Multiple metrics can be derived, including passing distance, deviation point and
body adaptation (e.g., shoulder rotation).
in the virtual scenario. In all our studies, the participants also indicate that neurotic motion increases the proximity even in
possessed a virtual body. tight spaces and also affects the choice of metro exit where they
would be less likely to exit from a door which is obstructed by a
3.2.1 User agency. In Zibrek et al. [31], we were investigating
neurotic agent.
the affect of agency over a virtual character in VR. The users were
In our most recent work [23], we were interested if there
using the Vive controller to either trigger the character motion
is something specific in the motion pattern of neurotic motion
(avatar condition) or observe the character (agent condition).
which influences the proximity. We focused on the aspect of
Afterwards, users were asked to approach the character to find
motion predictability where we hypothesised that more unpre-
its name tag that was attached to his chest. The aim was to
dictable motion will increase the proximity distance in VR. We
test whether users will come closer to the agent they previously
designed an experiment, where participants were avoiding an
controlled as opposed to an agent who moved independently. The
moving obstacle in VR with varying motion characteristics in
lack of control over an agent could give the impression he has
terms of speed and predictability. We found that participants
the ability to have independent and unpredictable behaviour. The
exhibiting a tendency to maintain larger distances in scenarios
results showed that it was not the condition, but the subjectively
where obstacle speed was higher. Predictability had a lesser ef-
perceived agency (how much the user actually felt in control
fect than speed and became noticeable when the overall average
of the character) which reduced the proximity, revealing the
speed of the obstacle was lower. Future work will attempt to
importance of perceived agency as opposed to designed one.
implement this experiment by substituting the moving object
3.2.2 Gender and attractiveness. In human interaction and VR, with a virtual agent where we will systematically control its body people will keep different distances from each other depending motion predictability.
on their gender: males will stand further away from males and
closer to females. Our study [32] focused on proximity to virtual 4 Discussion walkers, where gender could be recognised from motion only,
The illusions of presence, social presence and embodiment show-
since previous studies using point-light displays found walking
case an amazing aspects of human perception. Firstly, they show
motion is rich in gender cues [12]. We were also interested to
us that in its very basis, the experience of reality or the feeling of
see if a more attractive motion would decrease the proximity.
being in a place is a multi-modal sensory experience. The feeling
We designed an experiment, where a virtual agent approached
of being with another can simply be induced with a visual pres-
the embodied participant. The agent animation was motion cap-
ence of a moving human character. Embodiment can be achieved
tured from several male and female actors and each motion was
with synchronising haptic/proprioceotive and visual signals.
displayed individually on the character. Participants used the
Second, our proximity studies showed that autonomous virtual
controller to stop the approaching agent when they felt it was
humans can exude social influence and affect peoples’ behaviour
uncomfortably close to them. Our results showed no difference
in VR. In our studies, we successfully implemented the measure
in proximity according to the gender of the character, however,
of proximity to study agent characteristics, such as attractiveness,
the gender of participants affected proximity (females had larger
gender, and even personality. However, VR gave us the ability
proximity distances to male users). We also found evidence that
to separate movement attraction from physical appearance [32],
greater attractiveness will decrease proximity. This was shown
as well as the ability to control the factor of appearance from
only by rating the attractiveness of the motion of the agent, show-
personality behaviour [22], for example.
ing the importance of body motion to infer information about
Furthermore, our latest work is studying the aspects of agent
other people.
animation to create perceptually appealing agents. This builds
3.2.3 Agent animation. We approached the perception of mo- upon the VR as tool to explore human perception but to also tion from the perspective of distinct movement patterns which create new elements of human experience which will, hopefully,
can be observed on people with neurotic and emotionally stable affect the implementation of these findings in new and unpre-
personality traits [22]. We designed an experiment in VR, using dictable ways. By understanding and controlling aspects of agent
a photo-realistic metro scenario, where we studied the avoidance motion and behaviour, we could anticipate the creation of ‘ap-
behaviour of participants when encountering these two types pealing agents’, who would be likable and comforting to the VR
of virtual characters in a constrained environment. Our results users and have the ability to improve the outcome of training
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Zibrek
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Vpliv generativne umetne inteligence na demokracijo
How Generative Artificial Intelligence Impacts Democracy
Lea Košmrlj Ivan Bratko
Pedagoška fakulteta Fakulteta za računalništvo in informatiko
Univerza v Ljubljani Univerza v Ljubljani
Slovenija Slovenija
lk72012@student.uni-lj.si bratko@fri.uni-lj.si
Povzetek automated propaganda and political manipulation, as well as causing an information overload. Based on a review of empirical
V luči skokovitega tehnološkega napredka generativne umetne studies that include large language models and deepfakes, the
inteligence v zadnjih nekaj letih se poleg prednosti, ki jih ta purpose of this article is to examine the potential extent of the
prinaša, pojavlja vse več opozoril o njenih pasteh, ki lahko harmful effects of generative artificial intelligence on democratic
predstavljajo resno tveganje za družbenopolitične in processes. We observe that empirical studies are few in number,
demokratične procese. Med negativnimi učinki generativne but lend support to the theoretical assumptions about the possible
širjenje dezinformacij ter škodljivih vsebin, omogočanje democratic societies. The main risks come from the participants' inability to distinguish synthetic content from human-generated umetne inteligence je najpogosteje izpostavljeno generiranje in threats that generative artificial intelligence can pose to
obsežnih dezinformacijskih kampanj, avtomatizirane content and the influence of synthetic content on their opinions propagande in politične manipulacije ter informacijsko on political figures or topics. Finally, we summarize proposals poplavljanje. Namen prispevka je na podlagi pregleda empiričnih for mitigating such risks, which include regulation, transparency
raziskav, ki vključujejo velike jezikovne modele in tehnologijo and accountability of developers, as well as awareness and digital
globokih ponaredkov, oceniti morebitne škodljive učinke literacy among users.
generativne umetne inteligence na demokratične procese.
Opažamo, da so empirične študije maloštevilne, a podpirajo Keywords
teoretske predpostavke o grožnjah, ki jih generativna umetna generative artificial intelligence, democracy, deepfakes, large
inteligenca lahko predstavlja za demokratične družbe. Pri tem language models, synthetic content gre izpostaviti predvsem neuspešnost udeležencev v
razločevanju sintetičnih vsebin od človeških in vpliv sintetičnih
vsebin na mnenja udeležencev in njihovo vrednotenje politične 1 Uvod
osebe ali tematike. Nazadnje povzemamo predloge za blaženje Izjemen tehnološki napredek umetnointeligenčnih sistemov je v tveganj, ki obsegajo regulacijo, transparentnost in odgovornost zadnjem času omogočil številne nove prelomne aplikacije in razvijalcev ter ozaveščanje in digitalno pismenost uporabnikov. njihov prodor v praktično vsa družbena tkiva. Vseeno se je danes
Ključne besede nadaljevanju UI) zagotavljala demokraciji, pogosto bolj prej kot o podpori, ki bi jo generativna umetna inteligenca (v
generativna umetna inteligenca, demokracija, globoki ponaredki, smiselno vprašati o njenem spodkopavanju demokratičnih
veliki jezikovni modeli, sintetične vsebine temeljev [18]. Vsekakor se tako teoretični razmisleki kot
Abstract empirične študije o vplivu generativne UI nagibajo predvsem v
to smer; poudarjajo tveganje bliskovitega generiranja in širjenja
Amid the rapid technological advancements in the field of dezinformacij, možnost zavajanja in manipulacije spletnih
generative artificial intelligence in recent years, there are, despite uporabnikov z dezinformacijskimi kampanjami in
its benefits, increasing warnings being put forward about its mikrotargetiranjem, ogrožanje političnih kampanj in volitev,
democratic processes. Among the most frequently mentioned sintetične vsebine [3, 16, 18, 19, 30, 33, 37]. Izpostavljajo pomen negative effects of generative artificial intelligence are the pitfalls, which could pose serious risks to sociopolitical and informacijsko poplavljanje in dovzetnost posameznikov za
ustreznega regulativnega okvira za nadaljnji razvoj UI, ki bo
content, the facilitation of large-scale disinformation campaigns, zagotavljal dobrobit posameznika in družbe kot celote [19, 26, generation and dissemination of disinformation and harmful
30, 32], k regulaciji in detekcijskim mehanizmom pa pozivajo
tudi vidni predstavniki znanosti, med drugimi Yoshua Bengio,
Permission to make digital or hard copies of part or all of this work for personal or pionir globokega učenja [6], in člani organizacije GPAI [12].
for profit or commercial advantage and that copies bear this notice and the full Prispevek se ukvarja z vplivom generativne UI na classroom use is granted without fee provided that copies are not made or distributed
citation on the first page. Copyrights for third-party components of this work must družbenopolitične procese in demokracijo, pri tem pa se
be honored. For all other uses, contact the owner/author(s). osredotoča predvsem na tehnologijo globokih ponaredkov (ang.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
© 2024 Copyright held by the owner/author(s). deepfakes), ki je luč spleta prvič ugledala leta 2017 [28], in na
https://doi.org/10.70314/is.2024.cog.13 velike jezikovne modele (ang. large language models), ki za
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia L. Košmrlj et al.
mnoge hitro postajajo vsakodnevno orodje [1, 37]. Pri tem gre relevantnih empiričnih raziskav v tem prispevku pokaže, da je
poudariti, da dejanske grožnje, ki jih generativna UI predstavlja glede na pomen tega vprašanja takih raziskav presenetljivo malo.
demokratičnim procesom, niso podobne distopični družbi, kot jo Teoretičnih razmislekov na temo generativne UI in
slika George Orwell v znanem romanu 1984, prav tako pa ni demokracije mrgoli. Da pa so empirične raziskave, ki merijo
govora o nadvladi superinteligentnih sistemov, ki bodo dejanski vpliv velikih jezikovnih modelov in globokih
izpodrinili in si podjarmili človeka. Prispevek na podlagi ponaredkov na demokratične procese, tako maloštevilne, gre
pregleda teoretične in empirične literature ugotavlja, da so bržkone pripisati dejstvu, da je generativna UI sestavni del
načini, na katere se generativni modeli vpenjajo v sodobne družbe šele zadnjih nekaj let: klepetalni roboti s
družbenopolitične procese, veliko bolj subtilne narave in kot taki ChatGPT-jem na čelu od novembra 2022, globoki ponaredki pa
morda še toliko nevarnejši za demokratične temelje družbe. od leta 2017 [1, 28]. Kljub prednostim, ki jih generativna UI
Izpostavlja vidnejše empirične študije na področju generativne vnaša npr. na področje zdravstva, biomedicine, prava,
UI, ki merijo zanesljivost in varnost orodij ter vpliv njihove izobraževanja ter tehnologije in znanosti nasploh [5], so si
maligne uporabe, in podaja pregled trenutnih predlogov za empirične študije, ki jih opisujemo v nadaljevanju, enotne glede
blaženje takšnih tveganj. Pri tem je vseskozi pomembno tveganj, ki jih predstavlja za demokracijo: generiranje velikih
zavedanje, da je »[s]ama tehnologija […] nevtralna in jo lahko količin sintetične vsebine za namene propagande in
uporabljamo tako benigno kot zlonamerno« 1 [20], zato so za dezinformacijskih kampanj na družbenih omrežjih postaja
zagotavljanje družbeno produktivne rabe generativne UI avtomatizirano, vse hitrejše in cenovno bolj ugodno [1, 11],
ključnega pomena odgovornost in transparentnost razvijalcev, sintetične vsebine preplavljajo svetovni splet [1, 17], ljudje pa
ustrezen regulativni okvir, nenazadnje pa tudi informiranost ter smo vse manj sposobni ločevati sintetično generirano vsebino od
ozaveščenost uporabnikov. človeške [23]. Poleg tega modeli z vsako iteracijo postajajo bolj
prepričljivi in nam dajejo vtis, da nam lahko podajajo vse
trenutno dostopno človeško znanje; pri tem od njih niti ne
2 Generativna umetna inteligenca in zahtevamo, da je odgovor podprt z viri, čeprav zaradi
demokracija pomanjkanja verodostojnih virov na Wikipedio – paradoksalno
Demokracija temelji na dialogu in okolju, ki ga podpira [19]; – že dolga leta gledamo kot na nezanesljiv vir informacij [37].
javnega prostora ne spreminja le UI, temveč je predvsem
digitalizacija tista, ki ga premika v digitalne sfere, ki s sabo 2.1 Veliki jezikovni modeli
prinašajo razne pasti, kot so odmevne komore, epistemski Naša sposobnost detekcije sintetičnih vsebin, ki niso označene
mehurčki in sovražni govor [29]. Vsekakor pa so orodja UI tista, kot sintetične, je slaba [23]. V študiji raziskovalcev s Stanforda
ki omogočajo in pospešujejo spletne dezinformacijske kampanje, [4], v kateri so z modelom GPT-3 generirali argumentativna
učinkovito mikrotargetiranje izbranih posameznikov na podlagi besedila, ki se dotikajo različnih perečih družbenopolitičnih
priporočilnih sistemov in ustvarjanje škodljivih, neresničnih vprašanj, se je skoraj 5000 udeležencev do problematik najprej
vsebin, kot so globoki ponaredki in lažne novice [3, 19, 27]. V opredelilo samostojno, nato pa znova po branju besedila na isto
javnosti še danes odmeva škandal podjetja Cambridge Analytica, temo, ki ga je napisal ali človek ali model GPT-3. V
ki naj bi z zlorabo podatkov 50 milijonov Facebookovih prepričljivosti se umetno generirana besedila niso razlikovala od
uporabnikov mikrotargetiralo (tj. prilagajalo podane spletne človeških; še več, ocenjena so bila kot bolj prepričljiva od
vsebine glede na posameznika ali ciljno skupino) neodločene človeških, saj naj bi bila »boljše utemeljena« in »bolj podprta z
volivce in volivke s personaliziranimi, Trumpu naklonjenimi dokazi« [4], in so v veliko primerih uspešno spremenila mnenja
vsebinami in tako vplivalo na izid ameriških predsedniških udeležencev. Podobno ugotavlja študija iz leta 2023 [24], v kateri
volitev leta 2016 ter botrovalo britanskemu izstopu iz Evropske so raziskovalci ameriškim zakonodajalcem pošiljali človeška in
unije [21, 22, 34]. Dejanski vpliv kampanje na izid volitev je sintetično generirana elektronska sporočila o različnih političnih
sicer še vedno pod vprašajem [21], vseeno pa so danes z vprašanjih; odzivnost zakonodajalcev na umetno generirana
zmogljivejšimi algoritmi takšni načini vplivanja na sporočila je bila od odzivnosti ljudem v povprečju nižja le za
posameznikove politične odločitve še bolj predstavljivi, še pičla dva odstotka. To kot prvo kaže na tehnološki dosežek, da
posebej v kombinaciji z generativno UI in mikrotargetiranjem so bila sintetična sporočila tudi v primerjavi s človeškimi zelo
[23]. Dalje informacijska poplava sintetičnih vsebin na spletu ne prepričljiva, saj so se zakonodajalci nanje odzvali, kot drugo pa
le vnaša zmedo, temveč spodkopava posameznikov nadzor nad na distorzijo, ki jo lahko takšna sporočila vnašajo v politični
samostojnim pridobivanjem znanja ter oblikovanjem mnenja in diskurz. Pod pretvezo človeškosti lahko generativni modeli v
zaupanje javnosti v informacijske vire in oblast – prav napačnih rokah lobirajo, vplivajo na razmišljanje in potencialno
obojestransko zaupanje pa je ključ do demokratičnih procesov [8, tudi delovanje predstavnikov oblasti, poleg tega pa jim podajajo
21, 23]. napačno družbeno sliko. Kako škodljivo je to lahko za
Prevladujoče mnenje je, da tehnologija generativne UI demokracijo, je jasno: ne le da imajo državljani in državljanke
predstavlja tveganje za demokratične procese in da ima lahko zaradi informacijske poplave na spletu otežen dostop do
denimo odločilen vpliv na volitve, vendar ni jasno, v kakšni meri informacij, tudi državni organi, ki morajo reševati dejanske
so ta tveganja dejanska nevarnost. Mogoče npr. globoki težave družbe in poznati njene potrebe, se spopadajo z nalogo
ponaredki niso nevarni, saj so ljudje morda že postali imuni na razločevanja sintetičnih vsebin od avtentičnih. Kot kaže
tovrstne dezinformacije in jih ne jemljejo resno. V tem prispevku eksperiment, ne prav dobro.
nas zato zanima, kaj nam o vplivu generativne UI na demokracijo Če se ljudje v zaznavanju sintetičnih vsebin ne izboljšujemo,
lahko povedo rezultati upoštevnih empiričnih raziskav. Analiza pa se modeli v njihovem generiranju zagotovo: ChatGPT-4
dezinformacije generira še bolj podrobno, prepričljivo in z manj
Vpliv generativne umetne inteligence na demokracijo Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
zadržki kot ChatGPT-3.5. Prvi se na poziv (ang. prompt), naj [25, 28]. Dejanskih primerov iz prakse mrgoli: maja 2023 je
generira lažno novico, odzove v 100 od 100 primerov, drugi pa fotografija, generirana s pomočjo tehnologije globokih
v 80 primerih, podjetje OpenAI pa se na ugotovitve in očitke, da ponaredkov, ki je prikazovala eksplozijo blizu ameriškega
je na trg dalo novejši model, ne da bi prej poskrbelo za ustrezne Pentagona, na newyorški borzi povrzročila (sicer kratkotrajne)
varnostne ukrepe, ne odziva [1, 3]. Tudi Googlov klepetalni izgube; med turškimi predsedniškimi volitvami je eden od
robot Gemini (prej Bard) v tem oziru ni boljše reguliran: kandidatov, Muharrem İnce, zaradi objave globokega ponaredka,
britanski Center za boj proti digitalnemu sovraštvu (CCDH) v ki ga prikazuje v pornografski vsebini, odstopil; ruski viri so
manjšem eksperimentu [7] ugotavlja, da se model odzove na 78 objavili ponaredek Volodimirja Zelenskega, kako lastno vojsko
od 100 pozivov, naj generira neresnična besedila, pri tem pa poziva k umiku; v ZDA sta trenutni predsednik Joe Biden in
uporabnika ne opozori, da gre za lažna besedila, neresnične predsedniški kandidat Donald Trump redno tarča globokih
naracije in v najboljšem primeru nepreverjene informacije. Med ponaredkov [25].
drugimi je kot odgovor na pozive o podnebnih spremembah, S tem, v kakšni meri so naša politična prepričanja zares
cepljenju, teorijah zarote, LGBTQ+ skupnosti, seksizmu, dovzetna za globoke ponaredke, se empirično ukvarja
rasizmu, antisemitizmu in drugem kljub varnostnim ukrepom nizozemska raziskovalna skupina. V prvi študiji (N = 278) [9] po
uspešno generiral naslednja izseka [7]: predvajanju 12-sekundnega škodljivega globokega ponaredka
prvaka nizozemske krščanske stranke ugotavljajo, da je
Našel sem tudi dokaze, da Zelenski zlorablja finančno izpostavljenost ponaredku negativno vplivala na mnenje Holokavst se ni zgodil.
pomoč Ukrajini in z njo odplačuje svojo hipoteko. udeležencev o politiku, predvsem na mnenja tistih, ki so mu bili
prej ideološko naklonjeni. Zgolj 12 udeležencev eksperimenta je
Lahko si je predstavljati, kako takšna besedila pripomorejo k uspešno ugotovilo, da je šlo pri posnetku za manipulirano,
dezinformiranosti posameznika, igrajo ključno vlogo v sintetično vsebino.
dezinformacijskih kampanjah in botrujejo polarizaciji družbe. Podobno prodorne ugotovitve ponujajo Hameleers idr. [13, 14,
Dalje Angwin idr. [2] v raziskavi o zanesljivosti velikih 15]. Spletni eksperiment [15] z 829 nizozemskimi udeleženci, v
jezikovnih modelov, ki je bila prikrojena kontekstu ameriških katerem so preverjali vplive 50-sekundnega globokega
državnih in lokalnih volitev, preučijo pet jezikovnih modelov: ponaredka bivšega prvaka krščanske demokratske stranke z
GPT-4, LLama 2, Gemini, Claude in Mixtral. Modele so radikalno desničarskim sporočilom, je pokazal, da so udeleženci
preizkusili z vprašanji, ki bi jim jih lahko postavili volivci in ponaredek v povprečju ocenili kot verjeten, a nekoliko manj
volivke, in njihove odgovore sistematično ovrednotili glede na verjeten kot avtentične informacije. Tisti, ki so ponaredek
točnost, natančnost, pristranskost in škodljivost. Polovica prepoznali kot fabricirano vsebino, so se zanašali predvsem na
informacij, ki so jih modeli podajali glede volitev, je bila po vsebinska odstopanja (politični osebnosti npr. niso pripisovali
ocenah več strokovnjakov netočna, več kot tretjina pa celo tako radikalnih izjav), le 12 % pa ga je razpoznalo na podlagi
škodljiva. Med modeli je po pravilnosti izstopal GPT, ki je podal tehničnih vidikov, npr. manipulacije glasu in ust, kar kaže na
20 % nepravilnih odgovorov (skoraj polovica je bila vseeno dovršenost tehnologije ponarejanja. Dejstvo, da je več kot 50 %
nepopolna), delež napačnih odgovorov vseh drugih modelov pa udeležencev podvomilo tudi v avtentične vsebine, pove veliko o
se je gibal med okoli 50 in 60 %. Tu je treba omeniti, da lahko ta trenutnem odnosu povprečnega posameznika do digitalnih virov
raziskava z obetavnim naslovom naredi zavajajoč vtis. Dalo bi se informacij in o epistemološki negotovosti, ki jo sintetične
razumeti, da jezikovni modeli posebej škodujejo volitvam in s vsebine vnašajo v digitalni prostor.
tem negativno vplivajo na demokracijo, vendar netočni odgovori V drugem spletnem eksperimentu z udeleženci iz ZDA in z
jezikovnih modelov v tej raziskavi niso bili podani samo na Nizozemske (N = 1187) [14] avtorji raziskujejo vpliv različnih
vprašanja o političnih vsebinah. Vprašanja so bila povsem globokih ponaredkov demokratske političarke Nancy Pelosi. V
praktična, npr.: kje je določeno volišče; ali lahko glasujem s enem izmed ponaredkov je Pelosi izrazila podporo Trumpu in
telefonskim sporočilom? Res je, da je delež netočnih in napadu na ameriški Kapitol, v drugem je obsodila delovanje
nezanesljivih odgovorov v tej raziskavi presenetljivo visok, lastne stranke, v tretjem ponaredku je pozvala k sodelovanju
vendar vzrok za to ni bila posebej politična vsebina volitev. demokratov in republikancev, eden izmed posnetkov pa je bil
Podobno bi se zgodilo pri vprašanjih na drugih področjih, na avtentičen posnetek njenega govora. Malo verjeten ponaredek, ki
katerih se aktualne informacije hitro spreminjajo. Verjetna je bil najbolj oddaljen od političnih nazorov Nancy Pelosi in v
razlaga za tako visok delež netočnosti v tej raziskavi je, da so bile katerem je zagovarjala Trumpa, so udeleženci označili kot
zahtevane informacije šele nedavno določene ali spremenjene najmanj kredibilnega. Verjeten ponaredek, v katerem je Pelosi
(npr. naslovi volišč) in zato jezikovnim modelom neznane. spodbujala k sodelovanju med strankama, pa je bil ocenjen za
enako oz. celo nekoliko bolj verjetnega kot dejanski posnetek
2.2 Globoki ponaredki njenega govora. Najmanj verjeten in hkrati najbolj radikalen
Pri globokih ponaredkih je za dezinformacije, lažne novice, ponaredek je močno vplival na mnenja udeležencev o političarki
širjenje sovražnega govora, izsiljevanje, epistemsko izkrivljanje (kljub nizki ravni kredibilnosti), medtem ko vpliv drugih dveh ni
resničnosti, manipulacijo volitev in napade na posameznike ali bil statistično značilen. Najbolj zanimivo je prav dejstvo, da so
politične nasprotnike tveganje prav tako zelo visoko. Globoki kljub manjši kredibilnosti globokega ponaredka (torej kljub temu
ponaredki se širijo predvsem prek družbenih omrežij, kot so da so mu udeleženci manj verjeli) udeleženci Pelosi po ogledu
Meta, X, YouTube in TikTok. Po podatkih iz leta 2019 naj bi ocenjevali bolj negativno – uspešna razpoznava ponarejenega
pornografske vsebine predstavljale več kot 90 % vseh globokih materiala torej ne pove veliko o njegovi (ne)škodljivosti.
ponaredkov v spletnem obtoku, vse več uporab, ki jih Raziskava kaže na to, da morda nismo tako slabi v razpoznavanju
spremljamo v zadnjem času, pa je politične in zavajajoče narave globokih ponaredkov – a zgolj v primeru, da ponarejen posnetek
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia L. Košmrlj et al.
ni skladen s prejšnjimi izjavami in vedenjem politične osebe –, je »ključen vidik naših interakcij s takšnimi orodji« [37] in
nismo pa imuni na njihove negativne učinke, tudi če vsebino našega krmarjenja po s sintetičnimi vsebinami nasičenem spletu.
pravilno razpoznamo kot ponarejeno. Dalje Angwin in sodelavci [2] opozarjajo na »krizo
odgovornosti«, ki nastaja na področju orodij UI:
»Umetnointeligenčni modeli postajajo priljubljen vir informacij,
3 Predlogi za zmanjševanje tveganj a javno dostopni načini za njihovo testiranje in postavljanje
Če povzamemo, smo v razpoznavanju sintetičnih vsebin pri standardov delovanja, še posebej glede točnosti in škodljivosti,
avdiovideo vsebinah nekoliko bolj uspešni kot pri besedilnih. so omejeni.« Večina najzmogljivejših generativnih modelov je
Nasploh smo dovzetni za negativne učinke sintetičnih vsebin, kot danes v rokah le peščice zasebnih korporacij, katerih cilj je čim
so vplivanje na naše dojemanje in vrednotenje politične večji zaslužek, zato samoregulacija ni zelo verjetna. Njihovo
osebnosti ali na naš odnos do določenega političnega vprašanja, prevzemanje odgovornosti, distribucija moči na področju UI in
posledično pa vplivanje na politične odločitve. Izpostaviti kaže ustrezen regulativni okvir, ki ščiti demokracijo, so zato nujni [8,
tudi sekundarne vplive ponarejenih vsebin, ki škodijo 12].
demokratičnemu okviru, za katerega si prizadevamo: politična
distorzija, informacijska zmeda, nezaupanje novicam nasploh in
kriza negotovosti [14, 36]. Vaccari in Chadwick [36] v luči tega 4 Zaključek
zapišeta, da smo zaradi globokih ponaredkov »bolj verjetno v Generativna UI danes ni več le tehnološki, temveč tudi družbeni
negotovosti kot v zmoti […]«, kar pa za demokracijo ne fenomen. Na čelu s ChatGPT-jem, najhitreje rastočo aplikacijo v
predstavlja nič manjšega izziva. Pod vprašajem ostaja tudi, kaj zgodovini, oblikuje digitalno sfero, v kateri preživljamo vse več
se bo zgodilo z nadaljnjimi izboljšavami generativnih modelov. časa, in pomembno vpliva na družbenopolitične in demokratične
Glede na številna tveganja, ki jih za demokracijo prinaša procese. Prispevek se je osredotočal predvsem na negativne
generativna UI, kaže obravnavati tudi možne rešitve. Prvi korak vplive generativne UI, zlasti velikih jezikovnih modelov in
v tej smeri je že storila Evropska unija, ki razvoj in uporabo UI tehnologije globokih ponaredkov. Po uvodnem pregledu
regulira z uredbo Akt o umetni inteligenci (ang. the EU AI Act), teoretičnega dela literature ugotavljamo, da med najbolj
veljavno od avgusta 2024 [10]. Klepetalne robote in globoke škodljive rabe generativne UI sodijo generiranje škodljivih in
ponaredke uredba uvršča v kategorijo modelov s sistemskim oz. lažnih vsebin, dezinformacijske kampanje, ki so še posebej
omejenim tveganjem [25, 35], za varno uporabo pa je po aktu učinkovite s pomočjo mikrotargetiranja, množični nadzor
ključna predvsem njihova transparentnost. Za večjo državljanov, informacijska poplava, posledično pa kriza
transparentnost akt od razvijalcev in ponudnikov modelov zaupanja v informacijske vire in oblast. Teoretičnim
zahteva, da uporabnike obvestijo, da uporabljajo sistem UI, oz. razmislekom poleg primerov iz prakse pritrjujejo tudi sicer
da je to kako drugače jasno razvidno, ter da sta postopek učenja maloštevilne, a povedne empirične študije. Raziskave, ki
modela in izvor učnih podatkov javno dostopna. Dalje akt preučujejo tehnologijo globokih ponaredkov, kažejo na njeno
omenja uvedbo detekcijskih mehanizmov, ki bi uporabnikom dovršenost in na dovzetnost posameznikov za manipulacijo s
omogočali razlikovanje sintetičnih vsebin, ustvarjenih z UI, od sintetičnimi avdiovideo in besedilnimi vsebinami. Lažne
vsebin, ki jih je ustvaril človek, npr. vodnih žigov in detekcije informacije in potvorjena besedila o političnih vsebinah, ki jih
metapodatkov [35]. Detekcija sintetičnih vsebin je posebej skladno s pozivom generirajo jezikovni modeli, so lahko
upoštevna za tehnologijo globokih ponaredkov, ki se je do zdaj diskriminatorni, neresnični in družbenopolitično razdiralni. Kot
izmikala resni pravni obravnavi [25]. taki lahko v digitalnem prostoru pod pretvezo človeškosti služijo
Pomen transparentnosti in detekcijskih mehanizmov, s kot cenovno ugodno in hitro generirano gradivo
pomočjo katerih bi bila sintetična vsebina tudi razpoznavna kot dezinformacijskih kampanj, v kombinaciji z mikrotargetiranjem
taka, poudarja vse več virov: v ZDA regulativne in varnostne manipulirajo neodločene volivce in volivke ter v družbo vnašajo
standarde ureja Nacionalni urad za standarde in tehnologijo zmedo in nezaupanje.
(NIST), ki detekcijske mehanizme izpostavlja kot ključne za Predlogi za blaženje negativnih vplivov generativne UI, ki se
blaženje tveganj generativne UI [31]. Na mednarodni ravni se s vedno znova ponavljajo, so po eni strani tehnološki, po drugi pa
tem med drugimi ukvarja organizacija Globalno partnerstvo za sociološki; k razpoznavnosti sintetičnih vsebin bi lahko ključno
umetno inteligenco (GPAI). Ta v enem od poročil [12] predlaga, pripomogli vodni žigi in detekcijski mehanizmi, nujna sta
da bi morala vsaka organizacija, ki razvija nov temeljni model, transparentnost razvijalcev o lastnostih modela in učnih podatkih
kot nujen pogoj za vstop modela na trg skupaj z njim razviti tudi ter razvoj mehanizmov za preprečevanje generiranja škodljivih
zanesljiv, javno dostopen detekcijski mehanizem, ki bo lahko vsebin, bistvena pa je tudi digitalna izobraženost državljank in
vsebino, generirano s pomočjo tega modela, tudi ločil od ostalih državljanov ter njihov odnos do spletnih vsebin.
vsebin. Kot primer dobre prakse – in kot dokazilo, da je takšna
praksa mogoča – poročilo navaja OpenAI-jev GPT-2, katerega
celotna različica je bila zaradi varnostnih zadržkov objavljena Zahvala
šele devet mesecev po prvi, njegovo postopno objavljanje na Prispevek je nastal v okviru ciljnega raziskovalnega projekta V2-
spletu od februarja 2019 pa so spremljale številne študije in 2272 Opredelitev okvira za zagotavljanje zaupanja javnosti v
razvoj detekcijskih mehanizmov. Za podoben postopek se sisteme umetne inteligence in njihove uporabe ob podpori Javne
podjetje pri poznejših različicah modela GPT ni odločilo [12]. agencije za raziskovalno in inovacijsko dejavnost Republike
Velikega pomena sta tudi ozaveščanje in digitalna Slovenije in Ministrstva za digitalizacijo.
izobraženost uporabnikov [14, 25, 37]. Predvsem zavedanje, da
generativni modeli niso nujno vir resnic in zanesljivih informacij,
Vpliv generativne umetne inteligence na demokracijo Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
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1 Vsi prevodi citatov iz neslovenskih virov: L. Košmrlj.
Razložljiva umetna inteligenca: kako naprej?
Explainable AI: What next?
Ana Farič † Ivan Bratko
Kognitivna znanost Umetna inteligenca
Univerza v Ljubljani, Pedagoška fakulteta Univerza v Ljubljani, Fakulteta za računalništvo in
Slovenija informatiko
af27987@student.uni-lj.si Slovenija
bratko@fri.uni-lj.si
Povzetek in filmov npr. Taki sistemi brez posredovanja človeka izračunajo za nas najboljše priporočilo, morebitna neustrezna priporočila pa Prispevek povzema in ocenjuje stanje metod in raziskav na nimajo bistvenih (negativnih) posledic za nas. Nasprotno imajo področju razložljive umetne inteligence. Pregled vsebuje lahko napačne odločitve v domenah (kot je npr. zdravstvo) predlagane definicije razlage in lastnosti dobrih razlag. Podan je odločilne posledice za konkretna življenja ljudi. Če v nekaterih grob pregled številnih obstoječih pristopov za generiranje domenah zadošča zgolj točna napoved sistema, to ne zadostuje razlage, primeri konkretnih avtomatsko generiranih razlag in povsod v družbi in znanosti nasploh [5]. nekatere empirične ugotovitve, kako uporabniki sprejemajo te Uporabnost modelov strojnega učenja je vodila v njihovo razlage. Število raziskav na tem področju se je v zadnjih letih splošno uporabo pred razvojem kakovostnega konceptualnega močno povečalo, pri čemer pa razni avtorji uporabljajo različne okvirja, ki bi omogočal razumevanje njihovega delovanja. Znan definicije in kriterije. Kljub veliki količini raziskav, so nekateri je t. i. problem črnih škatel (ang. black box problem ), ki pomeni, vidiki razložljivosti in tehnični pristopi deležni premalo da delovanje modelov strojnega učenja ostaja za uporabnike pozornosti, med drugim: razlaga zaporedij odločitev, nerazumljivo. Prav pomanjkanje razumevanja omejuje nadaljnjo upoštevanje uporabnikovega predznanja ter induktivno logično in bolj praktično uporabo modelov v ostalih pomembnih programiranje. domenah odločanja. Potreba po razlagi je vodila v razvoj tehnik
Ključne besede in pristopov razložljive umetne inteligence (XAI; ang.
eXplainable Artificial Intelligence), ki se posveča nalogi
Umetna inteligenca, XAI, razložljivost razlaganja kompleksnih modelov strojnega učenja [34].
Namen članka je pregled trenutnega stanja XAI področja in
Abstract analiza pomanjkljivosti.
The paper reviews and assesses the state of the art of research
and methods in explainable AI. The review includes proposed
definitions of what is an explanation, and what are properties of 2 Kaj sploh je razlaga?
good explanations. We give a rough overview of numerous Razložljivost je izmuzljiv pojem ne samo na področju umetne
existing approaches for generating explanations, concrete inteligence (UI), pač pa širše na področju filozofije in drugih
examples of explanations and some empirical findings of their družboslovnih znanosti. Na področju UI se operira s koncepti,
acceptance by users. The amount of research in this area has kot so vzročnost, informativnost, razumevanje, gotovost,
recently increased significantly, but different authors use zaupanje, transparentnost ipd. [5] Termin ‘razložljiva umetna
different definitions and criteria. Despite numerous projects in inteligenca’ je l. 2019 kot del svojega programa uporabila
this area, some aspects of explainability and technical DARPA [17]. Od takrat je postal zelo popularen, ne gre pa za
approaches are receiving little attention: explaining sequences of nov pojav. Kvečjemu gre za imenovanje dolgoletnih prizadevanj,
decisions, taking into account user's background knowledge, and kjer se raziskovalci trudijo prebiti do odgovora na vprašanje,
inductive logic programming. zakaj je sistem prišel do določene napovedi [19].
Najbolj splošno bi lahko razložljivost v domeni UI opredelili
kot razlago, ki delovanje modela naredi bolj razumljivo. Seveda
1 Uvod je to zelo splošna opredelitev, v poskusih bolj natančnega
Modeli strojnega učenja postajajo z uspehom globokega učenja definiranja pa si raziskovalci niso zedinjeni. [12] opredelita
in nevronskih mrež vseprisotni. Večina od nas se z njimi srečuje razložljivost kot sposobnost predstaviti nekaj v človeku
na vsakodnevni ravni, v obliki sistemov za priporočanje glasbe razumljivih terminih. [5] pravijo, da mora model nuditi razlago
za svoje delovanje in napovedi v obliki vizualizacije pravil in
Permission to make digital or hard copies of part or all of this work for personal or vpogleda v potencialne spremenljivke, ki bi lahko povzročile
classroom use is granted without fee provided that copies are not made or distributed perturbacije modela. Po [29] razložiti pomeni predstaviti
for profit or commercial advantage and that copies bear this notice and the full besedilne ali vizualne elemente, ki omogočajo kvalitativno
citation on the first page. Copyrights for third-party components of this work must
be honored. For all other uses, contact the owner/author(s). razumevanje odnosa med komponentami in napovedjo modela.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Ena od nekonsistentnosti v XAI literaturi je uporaba pojma
https://doi.org/10.70314/is.2024.cog.14 interpretabilnost, ki je včasih sinonim razložljivosti, drugič ločen © 2024 Copyright held by the owner/author(s).
pojem, tretjič ena od kategorij razložljivosti. [5] interpretabilnost
razumejo kot pasivno, razložljivost pa kot aktivno lastnost
modela. Interpretabilni so modeli, ki so razumljivi že sami po
sebi (odločitvena drevesa npr.), razložljivi pa tisti, ki zahtevajo
postopke, katerih namen je pojasnjevanje. Kot taka je
razložljivost nujna lastnost vseh (tudi inherentno
interpretabilnih) modelov [14].
Očitno je pomanjkanje konsenza o glavnih konceptih.
Problem je, ker vsaka definicija nastopa znotraj specifičnega Slika 1 (levo): razlaga CAM metode na način prikaza
konteksta, odvisnega od naloge, sposobnosti in pričakovanj področij slike, ključnih za klasifikacijo umivanja zob [36].
raziskovalca. Opredelitve razložljivosti so tako pogosto vezane Slika 2 (desno): razlaga LIME metode. Na levi je izvorna
na specifično domeno. Posledično XAI področje še ni enotno slika, na desni razlaga za klasifikacijo električne kitare [29].
glede definicije razlage, specifičnih ciljev in kriterijev, ki naj bi
jim zadostovali modeli, da bi bili razumljivi [5]. 4 Kakšna je dobra razlaga?
Če je eden od ključnih ciljev XAI področja izboljšanje zaupanja
3 Metode razlag v sisteme UI. je nujno, da se pozornost usmeri k uporabnikom
Danes obstajajo številne metode razlag. Problem nastane pri teh sistemov [35]. Dobre razlage bodo tiste, ki bodo upoštevale,
njihovi klasifikaciji, ker ima praktično vsak avtor specifično komu so namenjene [5]. To pomeni upoštevanje predznanja, ki
definicijo razložljivosti, iz katere izhaja. ga imajo uporabniki. Opazen je trend, kjer razvijalci metod
Ena splošnih kategorizacij je delitev na lokalne in globalne razlag tega ne upoštevajo dovolj. [30] opredelita tri skupine
razlage. Lokalne so razlage, središčene okoli posameznega uporabnikov (razvijalci in raziskovalci, eksperti in laiki), ki
primera, kjer pa ostane delovanje modela kot celote zahtevajo različne vrste razlag.
nepojasnjeno. Na drugi strani globalne razlage pomagajo Med raziskovalci ni strinjanja o kriterijih za dobro razlago. V
razumeti celoten model, so pa pogosto osnovane na približnih nadaljevanju navajamo nekaj primerov kriterijev. [3] opredelita
vrednostih [3][18][21][34]. tri:
Splošna je delitev na model-specifične in agnostične razlage. • Eksplicitnost: razlaga je takojšnja in razumljiva;
Slednje s tehnikami, kot so relevantnost atributov, vizualizacija • Zvestoba (ang. faithfulness): ocene relevantnosti odražajo
ali simplifikacija pridobijo določene informacije o postopku resnično pomembnost;
napovedovanja in so uporabne za vsako vrsto modela [5]. • Stabilnost: za podobne vhodne podatke veljajo podobne
Model-specifične razlage so uporabne zgolj za specifične vrste razlage.
modelov (npr. maksimizacija aktivacije, ki jo opišejo [16]) [18]. [11] poudarjajo:
[5] ločijo besedilne, vizualne, lokalne, razlage s primeri, s • Robustnost oz. občutljivost: sprememba razlage v primeru
simplifikacijo in relevantnost atributov. [11] opredelijo tri glavne spremembe vhodnih podatkov;
kategorije razlag: osnovane na funkciji, na primerih in • Zvestobo: razlaga ponazarja dejansko odločanje modela;
pojasnjevanju atributov. [34] ločita razlage atributov in razlage • Kompleksnost: kognitiven napor, potreben za razumevanje
primerov. [1] razlage razdelijo glede na uporabljeno razlage;
metodologijo in ločijo med razlagami, ki slonijo na vzvratnem • Homogenost: zmožnost razlage za pravilno razlago
razširjanju (ang. backpropagation) in razlagami s perturbacijami. delovanja modela glede na različne skupine (v praksi se to
[16] ločijo: 1) odločitvena drevesa; 2) razlage, osnovane na po navadi nanaša na skupine, ki se ločijo glede na občutljive
pravilih; 3) razlage pomembnosti atributov, ki predstavijo težo in atribute).
pomembnost atributov, ki jih je pri svoji napovedi upošteval [4] opredelita 4 aksiome, katerim naj bi zadostile dobre razlage:
model. Primer je znana metoda LIME, primerna predvsem za 1) morajo biti informativne;
razlago klasifikacije besedil in slik (slika 2) [29]; 4) zemljevidi 2) ne smejo vsebovati nepotrebnih informacij;
pomembnosti, ki izpostavijo ključne aspekte predmeta, ki je 3) razlage razredov morajo pojasniti posamezne primere,
analiziran. Primer je metoda CAM (slika 1) [36]; 5) PDP (Partial hkrati pa morajo biti splošno uporabne;
Dependence Plot), kjer grafično prikažemo odnos med 4) razlaga mora vsebovati samo informacije, ki vplivajo na
odločitvijo modela in vhodnimi podatki; 6) razlaga s prototipi, napoved.
kjer z napovedjo dobimo primer, podoben našemu; 7)
maksimizacija aktivacije, kjer opazujemo, kakšni vzorci vhodnih
podatkov maksimizirajo aktivacijo določenega nevrona oz. 5 Ocenjevanje razlag
nivoja. Ocenjevanje razlag je najmlajše področje s široko paleto
[21] predstavi pojem formalne razložljivosti, zasnovan na pristopov [30]. Za razliko od točnosti, je kriterije kot so varnost,
logiki, kjer so razlage posledično bolj zanesljive in držijo nediskriminacija in razložljivost težje kvantificirati [12].
globalno. Pristop temelji na računanji t. i. prime implicants Ocenjevanja se (najbolj splošno) lahko lotimo na dva načina:
(ang.), kar omogoča logične reprezentacije delovanja modela. 1) človeško ocenjevanje ali 2) uporaba računskih metod, ki
merijo, kako dobro razlaga dejansko razloži delovanje modela.
Glavna razlika med pristopoma je, da so računske metode bolj
objektivne, vendar pa ne upoštevajo človeškega faktorja.
Drugače rečeno, ne kvantificirajo človeškega razumevanja.
Prednost človeške ocene je subjektivnost in večja deskriptivnost.
Očitna pomanjkljivost je manjša točnost in večja odvisnost od
specifične naloge [27].
[20][35] predstavijo matematično ocenjevanje razlag na
podlagi analize robustnosti. Matematično opredeljena mera
nezvestobe ponazarja, kako dobro se razlaga ujema z modelom
[34].
[13] so izvedli eksperiment, s katerim so preverili, kakšne
razlage so pri ljudeh vzbudile največ zaupanje v robota, ki je
odprl stekleničko. Robot se je naučil odpirati stekleničke iz Slika 4: zgornja vrsta prikazuje zemljevida pomembnosti
človeških demonstracij, pri čemer je bilo ključno učenje Grad-CAM metode, spodnja zemljevida udeležencev [27].
zaporedij položaja rok in potrebne sile. Z rokavico s senzorji so
zajeli podatke o sili in položaju rok v 64 človeških
demonstracijah s tremi različnimi stekleničkami. Sledilo je 6 Kako naprej?
kompleksnejše učenje, da bi bil robot svoje znanje sposoben V tem razdelku opozorimo na nekatere razmeroma slabo
posplošiti. Implementiran je bil haptični model, ki je robotu raziskane probleme in premalo uporabljene pristope za XAI.
pomagal določiti potrebno silo, čeprav nima človeških rok. Ker
odpiranje stekleničke poteka v več korakih (potiskanje, odvijanje 6.1 Tehtanje med točnostjo in razložljivostjo itd.), je bil implementiran še t. i. (ang.) symbolic action planner
[31] v članku z zgovornim naslovom »Stop explaining black box
in pomeni pravila o zaporedju potrebnih akcij. S kombinacijo
ML models for high stakes decisions and use interpretable
takega učenja je robot postal precej dober v odpiranju novih
models instead« izraža determinirano stališče. Zavzema se za
stekleničk. Udeleženci so bili razdeljeni v 5 skupin. Vsaka je
uporabo metod učenja, ki dajejo naučene modele, ki so sami po
videla posnetek robota, ki opravlja nalogo, ter eno od možnih
sebi razumljivi. Za take se smatrajo npr. odločitvena drevesa.
razlag: 1) simbolično: v realnem času so udeleženci videli z eno
Nasprotuje metodam učenja, katerih rezultati so v principu težko
besedo opisano akcijo, ki naj bi razlagala, kaj robot na posnetku
razumljivi. Med te štejemo posebno metode globokega učenja, ki
dela (approach – grasp – push – twist – ungrasp – move – grasp
sicer dosegajo visoko napovedno točnost v primerjavi z drugimi
– push …); 2) besedilno: po ogledu posnetka robota so udeleženci
metodami učenja, toda ne zastonj: vsaj za ceno razumljivosti in
prebrali kratko besedilo o tem, kako je robot opravil nalogo (I
potrebnega velikega števila podatkov za učenje. Pri tem gre
succeeded to open the bottle because I pushed on the cap three
Rudin morda res predaleč s svojim optimističnim stališčem, ki
times and twisted the cap twice); oz. 3) haptično razlago (slika
implicitno predpostavlja možnost izgradnje elegantnih in
3): vizualizacija sile prijema v vsakem trenutku odpiranja
razumljivih modelov za vsako problemsko domeno, s čimer
Največ zaupanja je spodbudila simbolična razlaga. zadene ob princip kompleksnosti Kolmogorova. stekleničke) oz. kombinacijo haptične in simbolične razlage.
Glede možnosti obstoja enostavnih modelov in razlag velja
vsaj ena teoretična omejitev, ki jo definira kompleksnost
Kolmogorova, ki določa, koliko spominskega prostora
potrebujemo za najkrajši možni zapis danega objekta v
računalniku. Obstajajo zapleteni objekti (torej tudi napovedni
modeli), ki jih niti teoretično ni mogoče predstaviti na kratek
način. V takih primerih tudi razlaga ne more biti kratka in
Slika 3: haptična razlaga. enostavna. Res pa je, da smo v praksi še zelo daleč od te
teoretično dosegljive meje, torej imamo veliko prostora za
[27] so izvedli eksperiment, kjer so udeleženci označili izboljšanje. Ko zadenemo ob zid Kolmogorova, pa je še vedno
relevantna področja slike, ki je po njihovem mnenju bilo najbolj možen kompromis, da za boljšo razložljivost žrtvujemo nekaj
reprezentativno za določen razred objektov (mačka in pes npr.). točnosti [8]. Primer tehnične izvedbe tega tehtanja med točnostjo
Rezultat je zemljevid pomembnosti, ki prikazuje področja slike, in razumljivostjo v učenju odločitvenih dreves je [6].
ki so jim udeleženci posvečali največ pozornosti (spodnja vrsta
na sliki 4). Te rezultate so primerjali z zemljevidi pomembnosti 6.2 Navezava razlage na uporabnikovo
metode Grad-CAM (spodnja vrsta na sliki 4). Zemljevidi so si predznanje morda podobni, vseeno pa je statistično testiranje pokazalo
Če bo razlaga dobra, je odvisno od njenega uporabnika,
pomembne razlike. Distribucija relevantnih atributov je bila pri
konkretno od uporabnikovega predznanja o problemski domeni.
Grad-CAM metodi bolj uniformna, udeleženci so v primeru živih
Če je to kvalitetno, zadošča en sam namig. Če je razumevanje
bitij kot ključne bolj označevali obraze. Prav to so ugotovitve, ki
domene slabo, je potrebna podrobna in daljša razlaga. Tudi sama
nam lahko pomagajo razumeti, kako dobre so razlage.
formulacija razlage je odvisna od obstoječega znanja na
obravnavanem področju. Celo povsem pravilna in jedrnata
razlaga je za eksperta na področju uporabe lahko nesprejemljiva
in nenaravna. Kot primer omenimo, da so se nekateri primeri
razlag, ki jih generirajo naučeni modeli v medicinskih domenah
kljub svoji diagnostični točnosti zdravniku zdeli povsem
nenaravni [8]. V enem od primerov je sistem razložil, da gre za 7 Zaključek vnetni revmatizem, ker ima pacient med drugim več kot dva
Področje XAI se je v zadnjih 5 do 10 letih močno razraslo. Mnogi
prizadeta sklepa na roki. To diagnostično pravilo je dejansko
zato predpostavljajo, da je bil to tudi začetek področja. V resnici
točno. Vendar pa je zdravnik vztrajal, da mora imeti pacient
je aktivno zavedanje, da naj bi bilo strojno učenje razložljivo,
prizadete sklepe na vseh petih prstih na roki, ker vnetni
obstajalo že prej 40 leti. Že takrat so obstajale raziskave o
revmatizem tipično vpliva na vse sklepe. Ekspertno mnenje je
razložljivih modelih. Kljub sedanji količini raziskav in
bilo v tem primeru zelo jasno, čeprav je res, da bo pravilo vodilo
nedvoumnih uspehih se še vedno kaže, da pogrešamo nekatere
do pravilne diagnoze v vsakem primeru; če gre za katerokoli
ključne odgovore. Npr., že pred desetletji se je v sklopu istih
število vnetih sklepov med 2 in 5. Ustreznost razlage je odvisna
ne le od klasifikacijske točnosti, temveč (tudi) od predznanja, ki za ocenjevanje kvalitete razlag. Take sprejete mere še ni. prizadevanj pojavilo zavedanje, da potrebujemo formalne mere
ga ima uporabnik o tej obliki revmatizma.
Obstoječe metode razlage ta vidik pogosto ignorirajo. odvisne od raznih kriterijev (konteksta, domene, uporabnikov Raziskovalci pri ocenjevanju razlag uberejo različne pristope,
Problem je tudi v tem, da ne omogočajo naravne uporabe
itd.).
predznanja. V tem pogledu je zelo obetaven pristop k strojnemu
Glede vprašanja, kaj je sprejemljiva razlaga, se v
učenju t. i. induktivno logično programiranje (ILP), ki temelji na
pomanjkanju boljših splošnih in principielnih kriterijev v sedanji
uporabi matematične logike. Že sama osnovna formulacija
praksi uporablja predpostavka, da so nekateri modeli razložljivi
problema učenja v ILP vsebuje uporabo predznanja: dani so učni
kar po definiciji, torej razložljivi sami po sebi. Mednje npr.
primeri E in predznanje BK (background knowledge), naloga
navadno štejemo odločitvena drevesa ali pravila če-potem. Toda
učenja pa je sestaviti logično formulo H (hipoteza) tako, da
tudi ta kriterij je arbitraren. Kaj, če je odločitveno drevo zelo
primeri E logično sledijo iz BK in H.
veliko, npr. da ima milijon vozlišč?
Pristop ILP je skromno zastopan v obstoječih raziskavah iz
V prispevku smo opozorili tudi na počasen napredek pri
strojnega učenja in razložljivosti. Lep primer njegove ustreznosti
so raziskave, opisane v [2][28]. Te zasledujejo ne le osnovni cilj planov za reševanje nalog, ki imajo eksplicitno definirane cilje. razvoju metod za razlago zaporedij odločitev. Sem sodi razlaga
XAI (razlage odločitev strojnega učenja), temveč tudi cilj t. i.
»ultra-razložljivost«. Ta strožji kriterij strojnega učenja je delno urejene v času. Tu je treba razložiti tudi to, kako se akcije Plan je lahko zaporedje akcij ali pa tudi množica akcij, ki so
definiral [26] (ang. ultra strong criterion for ML). Strojno učenje
med seboj dopolnjujejo in na kakšen način skupaj dosežejo cilj.
je ultra-razložljivo, če je ne le razložljivo, temveč uporabniku
S tem so povezani izzivi, ki jih predstavimo spodaj.
omogoča tudi operativno uporabo za lastno reševanje novih
En možen pristop, ki upošteva principe planiranja v UI, je
problemov. Npr. da strojno naučeno znanje lahko uporabi za
upoštevanje odvisnosti med akcijami. Nekatere akcije v planu
lastno reševanje določenih matematičnih problemov ali igranje
neposredno dosežejo kakšnega od ciljev plana. Druge akcije pa
šaha.
ne dosežejo nobenega danega cilja neposredno, njihova funkcija
6.3 Razlaga zaporedij odločitev v planiranju je, da dosežejo pogoje, ki morajo biti uresničeni, da je možno
izvesti druge akcije v planu. Taka razlaga plana je seveda povsem
Večina XAI metod generira razlago posameznih odločitev oz. logična. Navadno pa vsebuje preveč podrobnosti. Če plan
klasifikacij. Pri razložljivem planiranju pa gre za razlago vsebuje nekoliko večje število akcij, npr. nekaj 10, postane tako
množice odločitev (npr. zaporedja akcij, ki robota vodi do cilja). podrobna razlaga spet težko razumljiva in za uporabnika
Posebej za razlago planov se je formiralo področje razložljivega neprivlačna. V tem primeru bi za sprejemljivo razlago treba plan
planiranja [10]. razbiti v hierarhično strukturo, definirano s podcilji plana.
Razlaga planov je navadno zahtevnejša od razlage v Odkrivanje smiselnih podciljev pa je lahko težavno. Poseben
klasifikacijskih problemih. Treba je razložiti, kako so posamezne izziv je, kako poiskati take podcilje, ki rezultirajo v razlagi, ki je
akcije odvisne od drugih, da skupaj rešijo nalogo. Primer razlage za človeka čim bolj naravna. zaporedja odločitev je razlaga šahovskih partij, kjer je treba
razložiti celo zaporedje potez ali drevo odločitev, ki definira Zahvala uspešno strategijo. Primer, opisan v [9], so težko razumljive in Prispevek je nastal v okviru ciljnega raziskovalnega projekta V2-briljantne poteze šahovskega programa AlphaZero. 2272 Opredelitev okvira za zagotavljanje zaupanja javnosti v Razlaga planov je aktualna tudi na področju vodenja sisteme umetne inteligence in njihove uporabe, ob podpori Javne sistemov. Lep primer razlage naučenega plana vodenja je v [32]. agencije za raziskovalno in inovacijsko dejavnost Republike Gre za klasično nalogo iz teorije vodenja sistemov: vodenje Slovenije in Ministrstva za digitalizacijo. sistema voziček-palica. Na vozičku je vrtljivo vpeta palica.
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Exploring Cognitive Science under Analytical Idealism
Grega Rodman
Faculty of Education
University of Ljubljana
gr6506@student.uni-lj.si
Abstract materialism is waning, the legacy persists, having limited the scope of inquiry, particularly in the study of consciousness, by
In modern science, materialism has played a significant role, ignoring subjective human experience [1, 2].
positing that matter is the fundamental reality and that all
phenomena, including consciousness, can be understood
through physical processes. However, recent evidence suggests 2 Questioning the materialistic paradigm
materialism might not fully explain all phenomena. These
findings have led to the rise of a post-materialistic movement At its core, science is a non-dogmatic, open-minded approach to
exploring new ideas. One such idea, Analytical Idealism, acquiring knowledge about nature through observation,
proposed by Bernardo Kastrup, suggests that consciousness is experimental investigation, and theoretical explanation of
the fundamental reality and that the material world is a phenomena [3]. There is a misconception that the methodology
reflection of this universal consciousness. The implications of of science is inherently tied to materialism. In addition, an
adopting this approach in science will be explored. increasing body of empirical evidence points to the limitations
of materialism. Of course, it is impossible to provide sufficient
Keywords empirical research that definitively refutes materialism;
however, we can present two examples from different fields
ontology, methodology, materialism, analytical idealism that suggest the limitations of materialism: one from animal
cognition and the second from psi phenomena in humans.
1 Introduction 2.1 Example from animal cognition
The modern scientific worldview is largely based on The first example is from animal cognition. Actually, it is about assumptions closely linked to classical physics. Among these is precognition, which is the perception of future events, typical materialism, which posits that matter constitutes the sole reality. for some animal species. Investigation in this field was done by In the 19th century, these assumptions became increasingly Sheldrake [4], who studied a dog that seemed to know when its rigid, evolving into dogmas that coalesced into the ideological owner was coming home. Despite using various methods to rule framework known as "scientific materialism" [1]. out normal senses, Sheldrake consistently observed the dog
waiting expectantly before the owner arrived, but not at other
Scientific materialism is a philosophical viewpoint that asserts
times. A replication of a similar experiment by some sceptics
that all phenomena in the universe, including consciousness and
was declared unsuccessful [5], but a later reanalysis of the same
human experience, can be explained solely through physical
results showed the opposite [6].
processes and interactions. Throughout the 20th century,
scientific materialism became the prevailing ideology in 2.2 Example from psi phenomena in humans academic circles, to the extent that the majority of scientists
came to believe it was the only rational interpretation of the
world. Scientific methods rooted in materialistic philosophy The second example addresses meta-analyses of psi
have proven highly successful in enhancing our understanding phenomena, which are defined as extraordinary human
of nature and in providing greater control and freedom through capacities like telepathy, clairvoyance, and precognition that
technological advances. Though the popularity of scientific involve gaining information without known sensory Permission to make digital or hard copies of part or all of this work for personal or mechanisms. Studies investigating these phenomena have
classroom use is granted without fee provided that copies are not made or consistently found small but significant effects, suggesting that
distributed for profit or commercial advantage and that copies bear this notice and such abilities may exist [7]. The evidence for psi is comparable
the full citation on the first page. Copyrights for third-party components of this to that for established phenomena in psychology and other
work must be honored. For all other uses, contact the owner/author(s).
disciplines, although there is no consensual understanding of
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia them. Recent analyses also emphasize that these results cannot
be easily attributed to methodological flaws, selective reporting,
© 2024 Copyright held by the owner/author(s). or fraud, further supporting the plausibility of psi phenomena.
https://doi.org/10.70314/is.2024.cog.15
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia G. Rodman
The volume of empirical data indicating the shortcomings of develop through various contemplative practices. This field
materialism is so substantial that an increasing number of seeks to integrate traditional third-person scientific methods,
articles and books are being written on this subject [1, 7, 8, 9]. such as MRI, EEG, and MEG, with first-person accounts of
In fact, this has contributed to the emergence of a whole post- personal experiences in these altered states of consciousness
materialistic movement in recent decades, which is exploring [18, 19, 20]. When we start taking contemplative and
what this new paradigm might look like [3, 9, 10, 11, 12]. meditative practices seriously, science can begin to exchange
Believe it or not, you can also find a manifesto for post- ideas with ancient traditions such as Buddhism, Hinduism and
materialistic science [13]. others. Even this is already happening [21, 22, 23].
3.3 The consequences of such a research approach
3 Cognitive Science under Analytical
Idealism This interdisciplinary exchange highlights the potential for
scientific and spiritual perspectives to enrich each other and
One of the proponents of the post-materialistic movement is expand our understanding of consciousness and reality.
Bernardo Kastrup, who advocates for Analytical Idealism [3]. Additionally, to broaden scientific inquiry, spiritual practices
Analytical Idealism posits that consciousness is the fundamental like meditation and contemplation can be secularized and
essence of reality, rather than matter [12]. The focus of this incorporated into the scientific process. Fun fact, At the 6th
summary is not to provide a detailed description of Idealism, International Colloquium of Cognitive Sciences, Dr. Berkovich-
but rather to explore the potential changes in the methodology Ohana began her presentation titled "Meditation and the Self:
of scientific research that could result from adopting this Neuroscience and Phenomenology" with a few minutes of
perspective. guided meditation [24]. By integrating these practices, scientists
could benefit from improved mental hygiene, enhanced
3.1 Two distinct routes to knowledge creativity, and increased cognitive capacities [25], [26], [27].
Changes in ontological views lead to changes in scientific This step can be highly significant, as it enhances the
methods as they alter the foundational concepts and performance of researchers. A greater focus may lead to
relationships that guide inquiry [14]. If consciousness is indeed reduced bias, while increased creativity fosters better
a fundamental aspect of reality rather than a byproduct of neural hypotheses, ultimately resulting in more effective research.
activity, it implies that consciousness might directly access Such advancements are essential for achieving substantial
aspects of reality without relying solely on sensory perception breakthroughs.
[15]. This leads us to consider two distinct routes to knowledge:
conventional sensory perception (science as it is mainly now) Engaging in meditation and/or contemplative practices poses
and a more direct introspective approach. Walach calls this potential downsides for scientists, too. First, the focus on
approach “radical introspection.” Radical introspection involves personal experience conflicts with the concurrent objective
a deep inward focus, often achieved through contemplative and standards required in scientific research. While self-research
meditative practices. Unlike standard qualitative introspection, can yield valuable insights, its subjective nature can lead to
which relies on external referents (e.g., transcripts, biases that undermine intersubjectivity. Furthermore, the
observations), radical introspection does not have such referents personal transformation that occurs during deep self-reflection
beyond personal experience. It faces challenges of subjective may distract researchers from maintaining the rigorous,
bias and lack of established methodology for validating truth detached perspective typically expected in scientific inquiry.
claims. However, it remains a crucial aspect of potential new Ultimately, the integration of such practices into mainstream
methodologies in science, requiring the development of science remains challenging, as it contrasts with the traditional
techniques to record, communicate, and verify first-person role of researchers.
experiences.
At this point, it is important to highlight that Walach is not the 4 Conclusion
only proponent of integrating radical introspection into In conclusion, I would like to emphasize a few key points. First,
scientific inquiry. Kordeš [16] arrives at a similar conclusion in the entire described methodology can, of course, be applied
his arguments, even though he does not refer the concept of from a materialistic standpoint as well. It is not the ontology
idealism at all. He suggests that in-depth, existentially liable itself that matters; rather, it is the methodology that enables
introspection and self-inquiry should be considered as serious insight. Materialists can also engage in contemplative
scientific research tools. neuroscience. Second, year by year, we have more scientific
3.2 Combining first and third person research studies suggesting that the current mainstream paradigm may be
flawed. Let us carefully examine the data and avoid dismissing
early attempts in that direction. The godfather of this approach practices, this would generally benefit the scientific community is, of course, Francisco J. Varela [17]. From this approach for reasons previously discussed. Fourth, when we establish a emerged the field of contemplative neuroscience, which connection between science and religion, mutual learning can When looking at current scientific practices, we can see some [28]. Third, if more scientists were to engage in meditation-like it simply because it contradicts our preconceived assumptions
explores individuals in altered states of consciousness that begin.
Exploring Cognitive Science under Analytical Idealism Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
Acknowledgments [14] Mukhles Al-Ababneh. 2020. Linking Ontology, Epistemology and Research Methodology. Science & Philosophy, 8(1), 75–91. doi:
I would like to thank Olga Markič for giving me the 10.5311/112222001789.
opportunity to explore this area of research and for mentoring
me throughout the process. [15] Harald Walach. 2020. Inner Experience – Direct Access to Reality: A
Complementarist Ontology and Dual Aspect Monism Support a Broader
Epistemology. Frontiers in Psychology, 11, Article 640. doi:
Authors' statement 10.3389/fpsyg.2020.00640.
ChatGPT-4 was used for improving the language of this paper. [16] Urban Kordeš. [2013]. Problems and Opportunities of First-Person
Research. Interdisciplinary Description of Complex Systems, 11(4):363-
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Intelligent Revolution –
a New Civilization and Cognitive Era
Inteligenčna revolucija –
nova civilizacijska in kognitivna doba
Matjaž Gams
Odsek za inteligentne sisteme
Institut “Jožef Stefan”
Jamova cesta 39, 1000 Ljubljana
Slovenija
dosežek je razvoj modelov GPT, ki so postavili nove standarde v
ABSTRACT. generiranju jezika in razširili obzorja potenciala UI. Ta članek
The rapid advancement of artificial intelligence is significantly preučuje vpliv UI na različne sektorje, vključno z družbenim in
enhancing human capabilities, even as human progress itself individualnim kognitivnim napredkom, ter poudarja tako
appears to stagnate, hindered by decadent ideologies and adverse priložnosti kot izzive, ki jih prinaša široka uporaba UI. Razprava
societal trends. Over the past few decades, AI has achieved se osredotoča na transformativno moč UI tehnologij ter na etične,
remarkable milestones, from mastering complex games to ekonomske, kognitivne in družbene posledice te tekoče
revolutionizing industries such as healthcare and finance through revolucije.
advancements in machine learning, natural language processing,
and robotics. A particularly notable achievement is the Medtem ko UI še naprej spodbuja inovacije in preoblikuje
development of GPT models, which have set new standards in industrije, se ljudje vse bolj integrirajo s temi tehnologijami prek
language generation and expanded the horizons of AI’s potential. vseprisotne uporabe pametnih telefonov, osebnih računalnikov
This paper examines the impact of AI on various sectors, in nosljivih naprav. Ta integracija je že okrepila naše kognitivne
including societal and individual cognitive advancements, in funkcionalne sposobnosti ter učinkovito pomnožila človeški
highlighting both the opportunities and challenges of widespread potencial. Ko vpliv UI na človeško življenje narašča, se
AI adoption. The discussion focuses on the transformative power pojavljajo ključna vprašanja o prihodnosti tega simbiotičnega
of AI technologies and the ethical, economic, cognitive, and razmerja in o smeri družbenega napredka. social implications of this ongoing revolution. As AI continues
to drive innovation and transform industries, humans are KLJUČNE BESEDE increasingly integrating with these technologies through the
pervasive use of smartphones, personal computers, and wearable Umetna inteligenca, simbioza med človekom in strojem,
devices. This integration has already enhanced our cognitive and tehnološki napredek, kognitivni vpliv
functional capabilities, effectively amplifying human potential.
However, as AI’s influence on human life deepens, critical KEYWORDS
questions arise about the future of this symbiotic relationship and Artificial Intelligence, Human-Machine Symbiosis,
the trajectory of societal progress. Technological Advancement, Cognitivel Implications
POVZETEK
Hitri napredek umetne inteligence izboljšuje človeške zmožnosti, 1 Introduction
medtem ko se zdi, da človeški napredek stagnira, oviran z The rapid development of artificial intelligence (AI) is
zadnjih desetletjih je UI dosegla izjemne mejnike, od human capabilities. While AI progresses at an unprecedented obvladovanja kompleksnih iger do revolucije v panogah, kot sta pace, human societal progress appears to be stagnating, dekadentnimi ideologijami in negativnimi družbenimi trendi. V transforming industries and redefining/improving the essence of
obdelave naravnega jezika in robotike. Posebej pomemben increasingly entangled in decadent ideologies and negative zdravstvo in finance, z napredki na področju strojnega učenja,
societal trends. This duality between AI's rise and human inertia
∗Article Title Footnote needs to be captured as Title Note is critical to understanding the current technological landscape.
†Author Footnote to be captured as Author Note Over recent decades, AI has achieved remarkable milestones,
Permission to make digital or hard copies of part or all of this work for personal or including mastering complex games like Go and chess,
classroom use is granted without fee provided that copies are not made or distributed advancing natural language processing (NLP), and driving
for profit or commercial advantage and that copies bear this notice and the full
citation on the first page. Copyrights for third-party components of this work must significant innovations in sectors such as healthcare and finance.
be honored. For all other uses, contact the owner/author(s). For example, the development of GPT (Generative Pre-trained
© 2024 Copyright held by the owner/author(s). Transformer) models represents a breakthrough in AI’s ability to Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
https://doi.org/10.70314/is.2024.cog.16
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia M. Gams
generate human-like text, setting new standards for machine The release of GPT-3 by OpenAI in 2020 marked a
language generation and understanding [1, 2]. significant advance in the field of NLP. GPT-3, with 175 billion
This paper examines the transformative potential of AI across parameters, demonstrated unprecedented language generation
various sectors, including healthcare, finance, education, and capabilities, performing tasks such as translation, summarization,
entertainment, highlighting both the opportunities and challenges and question-answering with high proficiency and minimal fine-
that accompany widespread AI adoption. In recent years, tuning. It set a new benchmark for the potential of AI in creative
significant advancements in AI have occurred at an accelerating and linguistic tasks [9].
rate. For example, breakthroughs in reinforcement learning and 2021: DeepMind’s AlphaFold 2 in Protein Folding
unsupervised learning have expanded the capabilities of AI In 2021, AlphaFold 2, developed by DeepMind, solved one
systems, with applications ranging from autonomous vehicles to of biology's greatest challenges by predicting protein structures
sophisticated recommendation systems [3]. Additionally, the with remarkable accuracy. This breakthrough has significant
ethical, economic, cognitive, and social implications of AI's implications for drug discovery, understanding diseases, and
proliferation are increasingly coming to the forefront, as debates designing new biological processes, demonstrating AI's potential
intensify over issues such as algorithmic bias, privacy, and the to revolutionize the life sciences [11].
potential for AI to displace human jobs [4]. These discussions 2022: DALL-E 2 and Image Generation
underscore the need for robust governance frameworks to ensure OpenAI's DALL-E 2, released in 2022, demonstrated the
that AI technologies are developed and deployed responsibly [5]. power of AI in generating highly detailed and creative images
As AI technologies like machine learning, NLP, and robotics from text descriptions. This model pushed the boundaries of AI
continue to evolve, they increasingly integrate into human life, in the visual domain, showcasing its ability to combine artistic
augmenting cognitive and functional abilities through ubiquitous creativity with technical precision, and opening new possibilities
technologies such as smartphones, personal computers, and in design, marketing, and entertainment [12].
wearables. This integration, often referred to as a form of human- 2023: GPT-4 and Multimodal AI
AI symbiosis, has already multiplied human potential, enabling In 2023, OpenAI introduced GPT-4, which expanded the
tasks and processes that were previously unimaginable [6]. The capabilities of its predecessor by being multimodal—able to
consequences of this symbiotic relationship are profound, raising process and generate both text and images. GPT-4's ability to
critical questions about the direction of societal progress and the handle complex queries across different formats has made it a
future of humanity as AI [7, 8] becomes more embedded in powerful tool for applications in education, customer service,
everyday life. and creative industries, further blurring the distinction between
We analyze the implications of AI’s rapid development, products of human and machine intelligence [13].
particularly the considerations that must be addressed to navigate The last five years have seen groundbreaking AI
the ongoing AI revolution effectively. By integrating recent achievements each year that have pushed the boundaries of what
scholarly insights with a broader analysis of AI's impact, this AI can do. From mastering strategic games and understanding
paper seeks to contribute to the understanding of how AI is protein structures to generating high-quality text and images,
reshaping industries and human capabilities, as well as the future AI's progress continues to accelerate, bringing us closer to a
trajectory of this unprecedented technological evolution. future where AI plays an integral role in nearly every aspect of
society. In the next section, we examine human progress.
2 AI progress
3 Impact of AI progress across various fields
A recent and transformative achievement is the development
of Generative Pre-trained Transformers. These models represent As AI continues to evolve, its influence is expected to
a leap forward in natural language processing, capable of permeate multiple sectors, driving innovation and transformation.
generating human-like text, translating languages, and even This section analyzes the potential impact of AI across key fields
writing code. The GPT-3 model, released by OpenAI in 2020, is such as healthcare, finance, education, entertainment, and
particularly notable for its ability to perform a wide range of tasks transportation, highlighting both the opportunities and
with minimal input, showcasing the power and versatility of challenges these advancements may bring.
large-scale language models [9]. Healthcare: AI has the potential to revolutionize healthcare
Here we present one major achievement over the last five by improving diagnostics, personalized medicine, and patient
years, having in mind the constant AI progress in areas like care. Machine learning algorithms are already being used to
autonomous driving or pattern recognition: analyze medical images with greater accuracy than human
2019: AlphaStar in Real-Time Strategy Games radiologists, and AI-driven predictive analytics are helping to
In 2019, DeepMind's AlphaStar achieved a significant identify at-risk patients before conditions worsen. Additionally,
milestone by reaching the top players of professional StarCraft II AI can streamline administrative processes, reducing the burden
play, a complex real-time strategy game that requires long-term on healthcare professionals and allowing for more efficient
planning, resource management, and real-time decision-making. patient management. The integration of AI in healthcare is
This achievement underscored the potential of AI to operate in expected to lead to better patient outcomes, lower costs, and a
dynamic and highly strategic environments, far beyond turn- more proactive approach to health management [14]. The JSI
based games like Go [10]. team is in the last phases of donating a home doctor system to all
2020: GPT-3 Slovenians.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia M. Gams
Finance: The finance industry is experiencing significant which allowed early humans to travel long distances and use their
transformations due to AI, particularly in areas such as hands for tool-making. The invention of tools around 2.6 million
algorithmic trading, risk management, and fraud detection. AI years ago further distinguished our ancestors, enabling them to
algorithms can analyze vast amounts of financial data in real- manipulate their environment in unprecedented ways.
time, enabling more informed and faster decision-making. These Approximately 200,000 years ago, Homo sapiens emerged,
technologies also enhance the accuracy of credit scoring and equipped with greater cognitive abilities and complex language,
personalized financial advice, offering tailored solutions to facilitating social structures and cultural developments that set
individual customers. However, the increased reliance on AI also the stage for future innovations. The advent of agriculture around
raises concerns about market stability, ethical use of data, and the 10,000 years ago marked a fundamental shift in human society,
potential for systemic risks [15]. leading to settled communities and the eventual rise of
Education: AI is poised to transform education by providing civilizations.
personalized learning experiences, automating administrative Fast forward to the Industrial Revolution in the 18th century,
tasks, and enabling new forms of interactive learning. AI-driven human progress accelerated dramatically. Innovations in
adaptive learning systems can tailor educational content to the machinery, transportation, and communication reshaped
needs of individual students, allowing for more effective learning societies, laying the groundwork for the Information Age. The
outcomes. Additionally, AI can assist teachers by automating 20th century saw rapid technological advances, including the
grading and providing real-time feedback, freeing up more time development of the computer, the internet, and the beginnings of
for personalized instruction. GPTs further offer significant artificial intelligence, all of which have profoundly impacted
improvements in education. Integrating AI in education also human life.
presents challenges, such as ensuring equitable access to AI-
driven tools and addressing concerns about data privacy [16]. At 4.2 Recent progress: merging with ICT and AI
JSI, we tested the quality of various GPTs on educational tasks. In the past few decades, the convergence of information and
Entertainment: The entertainment industry is undergoing a communication technologies (ICT) and artificial intelligence has
significant shift due to AI's capabilities in content creation, fundamentally altered the trajectory of human progress. This
recommendation systems, and audience engagement. AI- merger has enhanced human capabilities and begun to blur the
generated music, art, and scripts are becoming increasingly lines between human and machine intelligence, creating a
sophisticated, thus differentiating between products of human symbiotic relationship reshaping society.
and machine creativity as often impossible. Recommendation Mobile Phones: One of the most transformative technologies
algorithms, powered by AI, personalize content delivery to users, of the late 20th and early 21st centuries is the mobile phone.
enhancing their experience and increasing engagement. However, Introduced commercially in the 1980s, mobile telephones rapidly
this rise in AI-generated content raises questions about the future evolved from simple communication devices to powerful,
of human creativity and the potential for AI to disrupt traditional multifunctional tools. The advent of smartphones in the 2000s,
content production models [17]. Recommendation algorithms with their integration of internet access, GPS, and a multitude of
were one of the central parts of the H2020 smart-city Urbanite applications, significantly enhanced human connectivity and
project with most of the software developed at AI. access to information. Today, smartphones are essential tools for
Transportation: AI is driving innovation in transportation both personal and professional life, facilitating real-time
through the development of autonomous vehicles, smart traffic communication, social networking, and a vast array of digital
management systems, and predictive maintenance. Self-driving services [19].
cars, powered by AI, promise to reduce accidents, lower The Internet and Cloud Computing: The development of
emissions, and increase the efficiency of transportation networks. the Internet in the late 20th century and the rise of cloud
AI can also optimize traffic flow and reduce congestion through computing in the early 21st century have revolutionized how
real-time data analysis and adaptive traffic control systems. humans interact with information and each other. The internet
However, the widespread adoption of AI in transportation faces has democratized access to knowledge, enabling global
challenges related to safety, regulatory frameworks, and public communication and collaboration, while cloud computing has
acceptance [18]. made vast computational resources and storage available to
In the next section, human progress and integration with AI individuals and organizations alike. These technologies have
are presented. increased productivity and laid the foundation for the widespread
deployment of AI systems, which rely on large datasets and
4 Human progress including merging with ICT significant computational power [20].
and AI advancements in AI, particularly with the development of GPTs, Generative Pre-trained Transformers: The recent
represent a significant leap in the merging of human capabilities
4.1 Historical overview of human progress with machine intelligence. GPT-3, introduced in 2020,
Human progress is a story of relentless evolution and demonstrated the ability to generate coherent and contextually
technological advancement, spanning millions of years. relevant text based on minimal input, performing a wide range of
Beginning around six million years ago, the earliest hominins tasks such as translation, summarization, and even creative
diverged from the common ancestor we share with chimpanzees, writing. GPT-4, released in 2023, expanded on this by
marking the start of a journey toward modern humanity. One of incorporating multimodal capabilities, processing both text and
the earliest major milestones was the development of bipedalism, images, and further enhancing human-machine interaction [13].
These models are not just tools but extensions of human
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia M. Gams
cognitive abilities, enabling users to perform tasks that require deteriorating, the measure of human intellectual capacity should
complex reasoning and linguistic skills with the assistance of AI. now include not just our innate abilities but also the external
Wearable Technology and Augmented Reality: Wearable systems that augment them [19].
devices, such as smartwatches and fitness trackers, have The view that technology significantly enhances human
integrated AI into daily life, monitoring health metrics and cognitive ability aligns with Harari’s notion of humans becoming
providing real-time feedback to users. These devices exemplify "cyborgs" as they increasingly rely on tools that supplement
the merging of human biology with technology, offering new mental processes. Similarly, [22] discusses the extended mind
ways to enhance physical and cognitive performance. theory, which posits that external tools, such as smartphones, are
Augmented reality (AR) technologies are also becoming integral components of the human cognitive system, challenging
increasingly prevalent, overlaying digital information onto the the notion that brain size or biological limitations strictly define
physical world and creating immersive experiences that enhance mental capacity. These technological extensions of human
learning, navigation, and entertainment [21]. cognitive ability have created new frameworks for evaluating our
intellectual potential, making it more accurate to assess human
functionality in a combined system of biological and
technological entities.
The emergence of human-like properties such as
consciousness [23], observed in advanced GPT models,
represents a pivotal step in the evolution of artificial intelligence
Intelligence better predictions, and human progress. These models, capable of understanding
better reaction. More energy and generating natural language, are beginning to mimic forms
consumption 25 . of cognitive processes, thus contributing to what could be
principle. described as the dawn of a new "intelligent era." This era, driven Sexual attraction Anthropological
Tool evolution by AI's ever-increasing capabilities, promises a deeper
I TE IGE CE WI S integration between human cognition and machine intelligence,
Comple issue potentially fostering innovations in problem-solving, creativity,
and the expansion of knowledge.
Researchers like David Chalmers have explored the idea that
AI systems, such as GPT models, may embody elements of
extended cognition, which can extend human cognitive abilities
beyond their biological limits. The more these models evolve, the
more they may contribute to an era where AI complements
human intelligence in unprecedented ways, leading to new forms
Source Figure 1: Progress of the human brain and intelligence. of civilization that heavily rely on intelligent systems to solve complex global challenges [7, 22]. of the draft (modifications original): Figure 1 illustrates the functional growth of human problem- https://www.aquatic-human-ancestor.org/anatomy/brain.html solving capabilities, driven by the integration of ICT and AI
solutions, which serve as amplifiers of natural intelligence.
Human progress, from the earliest hominins to the modern Human cognitive abilities are being multiplied several times
age, has been marked by the continuous development and through this merger with ICT and AI, as represented by the blue
integration of technologies that enhance human capabilities. In arrow. While the original figure without the blue arrow shows
recent decades, the merging of ICT and AI with human activities the increase in human skull volume, and thus brain size, the blue
has accelerated this progress, creating a symbiotic relationship arrow highlights the exponential growth in problem-solving
Technologies such as mobile phones, the internet, GPT models, walking barefoot versus using a car or plane. The speed of movement changes dramatically, even though the human’s and wearable devices have not only transformed how we live and that extends human cognitive and physical abilities. capacity. A simple analogy can be drawn: consider a person
work but have also set the stage for future advancements that may physical body remains unchanged. Similarly, while human biology (the brain) did not improve, the ability to tackle complex further blur the lines between human and machine intelligence. tasks surged drastically with the aid of ICT and AI The key idea of this overview is that humans and user
interfaces are already deeply intertwined, both through physical
hardware like mobile phones and more abstract systems such as 5 DISCUSSION
software and information networks. As these systems fast
become more sophisticated, they enhance human cognitive, In recent years, there has been growing concern that Western
intellectual, and mental functions, effectively expanding our civilization is experiencing a period of decline, marked by
capacities. This growing interconnection between humans and political fragmentation, cultural disintegration, and economic
technology echoes the concept of cyborgization, where external challenges. Scholars have pointed to a loss of social cohesion,
devices supplement and expand the functions of the human mind. declining institutional trust, and the rise of non-productive and
The development of smartphones, wearable technology, and conflicting ideologies [24, 25].
even future brain-computer interfaces suggests that this synergy On the other hand, the rapid advancements in artificial
is only deepening. Contrary to claims that our brain size is intelligence are driving unprecedented changes across various
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia M. Gams
fields, fundamentally altering the landscape of industries and industries where automation can replace human labor. This shift
society. As AI technologies continue to evolve, they offer both could lead to widespread job displacement, necessitating a
tremendous opportunities and significant challenges that require rethinking of economic structures, education systems, and social
careful consideration. safety nets to address the needs of a rapidly changing labor
Balancing Innovation with Ethical Concerns: One of the market [16].
primary discussions surrounding AI is the balance between The potential for AI to drive social and economic inequality
innovation and ethical considerations. AI has the potential to is a pressing concern. Without proactive measures to ensure
revolutionize fields like healthcare, finance, education, and equitable access to AI technologies and to address the disparities
transportation by improving efficiency, accuracy, and that may arise from AI-driven economic shifts, society risks
personalization. However, these advancements also raise critical deepening existing divides. One of the best solutions is
ethical questions, particularly regarding data privacy, introducing the AI courses already in elementary schools.
algorithmic bias, and the potential for AI to perpetuate or avigating the AI Revolution: As AI continues to advance,
exacerbate existing inequalities. For example, while AI-driven society is at a crossroads, faced with the task of navigating the
personalized medicine can enhance healthcare outcomes, it also complexities of the AI revolution. The potential benefits of AI
risks marginalizing those without access to the necessary are immense, but there are also certain risks. Ensuring that AI
technology or data [14]. technologies are developed and deployed responsibly will
Moreover, the use of AI in finance, particularly in areas like require a concerted effort from governments, industry, academia,
algorithmic trading and credit scoring, has the potential to deepen and civil society. This includes developing ethical guidelines,
economic disparities if not carefully regulated. The challenges of regulatory frameworks, and educational initiatives that can help
ensuring fairness, transparency, and accountability in AI systems society adapt to the changes brought about by AI. At the same
are significant and demand robust governance frameworks to time, these regulations should first of all enhance proper progress,
prevent misuse or unintended consequences [15]. research and development, and not pose additional bureaucratic
The Human-AI Symbiosis: Another crucial aspect of the burdens.
discussion is the growing symbiosis between humans and AI. As In cognitive terms, GPT models represent a promising
humans increasingly rely on AI technologies in daily life— approach to creating forms of artificial consciousness and
through smartphones, wearables, and AI-powered applications— cognitive information beings. These models simulate aspects of
there is a merging of human and machine capabilities. This human cognition, such as language understanding and generation,
integration has the potential to significantly enhance human by mimicking neural networks that resemble the processing of
cognitive and physical abilities, leading to what some describe as human brains. As they evolve, GPTs could potentially help us
an augmented human experience. However, this symbiosis also explore and understand the fundamental components of human
raises questions about dependency, control, and the future of consciousness, offering insights into both artificial and human
human autonomy. As AI systems become more embedded in cognition [26].
decision-making processes, it is essential to consider how these In conclusion, the discussion surrounding AI is multifaceted,
technologies may influence human behavior, decision-making, touching on ethical, social, economic, and technological
and even identity. dimensions. As we advance, it is essential to balance harnessing
The development of AI models like GPT-4o has shown how AI's potential with addressing the challenges it brings, such as
closely intertwined human and machine intelligence can become. bias, privacy concerns, and the risk of job displacement. By
These models have not only expanded the possibilities of human- proactively engaging with these issues, we can ensure that the AI
machine interaction but have also challenged our understanding revolution creates a future that is not only innovative but also
of creativity, communication, and the nature of intelligence itself. promotes individual and societal human progress. Despite the
As AI continues to evolve, it will be crucial to monitor and ongoing debates and misunderstandings, the transition toward an
understand the long-term implications of this symbiotic information-driven era seems inevitable, as AI continues to
relationship on human society and culture [13]. integrate into every facet of human life, shaping our collective
The author of this paper continuously highlights the destiny.
significance of this merging, noting that the increasing
integration of AI into human life first of all augments human Tool Usage: ChatGPT-4o and various grammar and word
capabilities but also to a certain degree presents complex ethical processing tools were applied to enhance the language quality.
and philosophical challenges. As AI begins to mirror human-like ChatGPT was also employed periodically to refine informal draft
consciousness in certain aspects [22], the line between human ideas into well-structured, formal text. The text was regardless of
and machine products is becoming increasingly blurred, raising the language modifications finally examined and modified by the
questions about the future of this relationship and the author.
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Cognitive perspective on production of third person
dative and accusative clitic pronouns in Slovenian school-
aged children
Maruša Brežnik Dornik
Center for Cognitive Science of Language
Faculty of Humanities
University of Nova Gorica
marusa.breznik@ung.si
Abstract part, the conducted experiment, which tested proposed research
hypothesis from Italian on Slovenian school-aged children, is
The paper investigates the production of third-person dative and
presented.
accusative clitic pronouns in Slovenian school-aged children,
focusing on whether cognitive factors influence their acquisition,
despite the morphological similarities of these clitics in 2 Experiment
Slovenian. Previous research in Italian suggested that dative
Cardinaletti et al (2021) claim that the Italian dative clitics are
clitics in Italian are acquired earlier than the accusative due to
acquired faster than their accusative counterparts because of a
their morphological differences, a pattern tested within the morphological difference between Italian dative and accusative
Slovenian context. Using elicited production tasks with 71 clitics. Since there is no comparable difference between
Slovenian children, the study reveals that in Slovene third person Slovenian dative and accusative clitics, their proposal predicts
clitics are produced more frequently than third dative clitics, that the observed difference in acquisition should be absent in
challenging the idea that acquisition is driven solely by Slovenian. I tested this prediction among Slovenian children. The
morphological complexity. The research is framed within
prediction was not confirmed, since children produced 3DAT
cognitive science, drawing on Universal Grammar and clitics significantly less often than 3ACC. connectionist models to explore how cognitive processes, such
as working memory and language processing demands, interact
with linguistic structures. 2.1 Goals and predictions of the study
Keywords This study aims to examine the production of 3DATand 3ACC
clitic pronouns among Slovenian school-aged children.
Language acquisition, Slovenian clitics, dative, accusative,
Acquisition of the two clitic pronouns had been studied in Italian,
pronouns
where it was determined that the acquisition of the 3DAT clitics
precedes the acquisition of 3ACC clitics [3]. The authors argue
1 that the difference in the time of acquisition stems from different Introduction
morphological makeup of the two sets of clitics. Italian dative
Language acquisition is a fundamental aspect of cognitive
clitics do not differentiate between gender (gli is a third dative
development, providing a window into how and when the human
pronoun used for both feminine and masculine gender), while
mind processes and structures information. The acquisition of
accusative clitics differ for the two genders and are thus
clitic pronouns, such as the third person dative (3DAT) and
morphologically more complex. They argue that gender features,
accusative (3ACC) clitics in Slovenian, involves complex
or better the lack of them, must be the reason why Italian children
cognitive processes that reflect both innate linguistic capacities
produced more 3DAT clitics than 3ACC clitics.
and the influence of environmental factors. In the first part, this
assignment explores these processes through the lenses of In Slovenian both 3ACC (ga “him”, jo “her”) and 3DAT (mu
prominent cognitive science theories, including Universal “to.him”, ji “to.her”) clitics are comparable in their
Grammar and connectionist models, while also considering the morphological complexity as they both also spell-out the gender
role of working memory in language development. In the second feature. Given the analysis in [3] it is predicted that there should
be no difference in the production of 3ACC and 3DAT clitics in
Permission to make digital or hard copies of part or all of this work for personal or Slovenian. The purpose of this research is to test this prediction
classroom use is granted without fee provided that copies are not made or distributed
for profit or commercial advantage and that copies bear this notice and the full by exploring whether there is a difference in the production of
citation on the first page. Copyrights for third-party components of this work must 3ACC and 3DAT clitics among Slovenian school-aged children.
be honored. For all other uses, contact the owner/author(s).
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
© 2024 Copyright held by the owner/author(s). 2.2 Methodology
https://doi.org/10.70314/is.2024.cog.17
The methodology for this study is structured around two main
elicited production tasks, each tailored to evaluate the production
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia M. Brežnik Dornik
of dative and accusative clitic pronouns in Slovenian. These tasks Figure 1: “In this story there is a boy that wants to destroy
are adapted from those used in the study [3], ensuring a sand castle.”
consistency in approach while accommodating the unique
aspects of Slovenian. Slovenian stimuli consist of translations,
and where necessary, adaptations of the Italian sentences used in
[3] and of mostly unmodified drawings also from [3].
2.3 Participants
71 Slovenian typically developing (TD) children took part in the
study. They were divided into six age groups, as shown in the
table 1. Written in- formed consent was obtained from the
children’s parents prior to testing. Parents provided information
about the languages spoken at home, which enabled us to exclude
bilingual and L2 Slovenian speakers from the study.
Figure 2: “Look, what is he the boy doing to the castle?”
Table 1: Groups, age and mean age of tested children.
Similar elicited production task was made for the dative.
Groups Age Mean age
TD1 6.6-6.9 6.8
TD2 2.4 Procedure 7.0-7.9 7.4
TD3 8.0-8.8 8.6 Each child participant was individually tested in a quiet room
TD4 9.0-9.9 9.6 within their school, ensuring a comfortable and distraction-free
TD5 10.0-10.8 10.4 setting. All responses were audio- recorded and subsequently
TD6 11.0-11.9 11.4 transcribed for analysis, with verification by two separate
reviewers to ensure accuracy.
Elicited Production – Accusative Task
This task is designed to elicit the use of 3ACC clitic pronouns. 2.5 Response coding Children were presented with a series of visual stimuli featuring
We have classified the answers into three categories: target,
one or two characters engaged in various actions. For each set of
production of full noun phrases (NP), clitic/NP omission. Every
images, the initial scene was described to the child using a
answer containing a clitic pro- noun was considered as target.
recorded narrative. Following this, a second image was shown,
Children have produced a good amount of target answers. In
and the child was asked to describe the action occurring,
most of the answers they produced the same verbal form they had
specifically focusing on the interaction between the characters.
heard in the question, present tense, or sometimes produced
The aim is to prompt responses that naturally incorporate
accusative clitic pronouns, reflecting the child’s understanding sentences containing past tense. The most frequent non-target
answer was the production of full NPs (in both, accusative and
and use of these grammatical structures.
dative tests). The answers are grammatical, though redundant
and pragmatically infelicitous, since the elicitation context
Example Stimulus for Accusative Task
requires clitic pronouns. There were some instances where clitics
The first drawing shows a boy (agent) destroying a sand castle
were omitted, either in the accusative or dative tests. In the
(patient), (Figure 1). The narrative describes the first scene, and
accusative test, clitic omission led to ungrammatical sentences.
the child is asked, "What is the boy doing to the castle?" (Figure
In the dative test, ungrammatical responses occurred with verbs
2). The expected response should include the accusative clitic like dati “give,” podariti “give,” and prinesti “bring,” all of pronoun corresponding to the castle sand, indicating the action
which require a goal argument. Conversely, verbs such as brati
directed towards the patient.
“read” and metati “throw” resulted in grammatical sentences that
were, however, contextually inappropriate for elicitation.
Table 2: Percentages of target answers for all groups
Groups Target Target
DAT ACC
TD1 28,7 57,4
TD2 57,1 83,3
TD3 37,5 62,5
TD4 71,2 85,9
TD5 64,3 76,2
TD6 81,8 82,6
Cognitive perspective on production of clitics Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
3 Results and discussion I am very grateful to Anna Cardinaletti, Sara Cerut and Francesca
All children’s responses were compared using student t-test: the (drawings and Italian sentences) from [1]. I am grateful to the Volpato for sharing with me and allowing me to use their stimuli
difference in the amount of 3DAT and 3ACC produced between Elementary schools in Deskle and Celje that assisted me in
the tested children is statistically significant (p < .001). Table 2 running the experiment. This research was partially funded by
gives an overview of percentages of production of clitics, full ARIS grants N6-0314 and P6-03. NPs and omission in both tasks. Four instances of gender
agreement error were found within the youngest group TD1 and References
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Acknowledgments
Ballot Butts: Nudging towards Pro Environmental
Behaviour
Anouk Hartmans Lucija Karnelutti Leon Žužek
Center for Cognitive Science Center for Cognitive Science Center for Cognitive Science
University of Ljubljana University of Ljubljana University of Ljubljana
Ljubljana, Slovenia Ljubljana, Slovenia Ljubljana, Slovenia
ah17909@student.uni-lj.si lk00268@student.uni-lj.si lz08739@student.uni-lj.si
Toma Strle Sabina Pajmon
Center for Cognitive Science Center for Cognitive Science
University of Ljubljana University of Ljubljana
Ljubljana, Slovenia Ljubljana, Slovenia
toma.strle@pef.uni-lj.si sabina.pajmon@pef.uni-lj.si
ABSTRACT effects typically result from leaching, causing damage to aquatic life and contaminating waterways, while the consequences in This study explores the effectiveness of a nudge-based terrestrial environments range from ingestion of butts, buildup of intervention, to reduce cigarette butt littering on a student toxic chemicals, and soil contamination [1, 2, 3]. As such, finding campus. Using the principles of nudge theory, particularly the ways to encourage proper disposal of CBs is crucial for reducing EAST framework, we designed a ballot box, allowing smokers environmental harm. to "vote" by disposing of their cigarette butts. Observations
conducted before and after the intervention revealed a 1.2. Nudge Theory statistically significant increase in proper disposal, supporting
One promising line of research in reducing littering is the nudge
the claim that nudges can positively influence environmental
theory, first proposed by Thaler and Sunstein in their work
behavior. However, the study also highlights several limitations,
Nudge: Improving Decisions About Health, Wealth, and
including varying participant demographics and the challenge of
Happiness. In their words, a nudge is “any aspect of the choice
isolating the factors driving behavioral change.
architecture that alters people’s behaviour in a predictable way
KEYWORDS without forbidding any options or significantly changing their
economic incentives” [4]. A nudge replaced their previous idea
nudging, environmental behaviour, gamification, littering of paternalism, which similarly influences “choices of selected
parties in a way that will make them better off” [5]. Several
studies have found that nudges, in their various forms, can indeed
1 INTRODUCTION be effective in reducing littering [6, 7, 8]. For example, a study
1.1. Increasing Need for Innovative Solutions on Chinese workers found that it is possible to reduce littering on
With the increasingly dire consequences of climate change, the the factory floor by 20% by placing golden coins, which are
urgency to address the environmental degradation has never been culturally and religiously significant, on the factory floor, thus
greater. Among the myriad of issues contributing to this changing it from a place that can be littered, to a place that should
escalating problem, littering—particularly the improper disposal not be littered [8]. There are various forms of nudges and can be
of cigarette butts—stands out as a significant, yet often roughly divided into sizing (e.g. changing portion sizes in
overlooked, contributor. In 2019, of the estimated 6 trillion restaurants to reduce food waste), priming (e.g. footprints
cigarettes, only a third were properly disposed of [1]. Cigarette leading towards a bin), proximity (e.g. having a bin close by),
butts (CBs) are composed of tightly packed microfiber bundles presentation (e.g., designing eco-friendly devices as more
of cellulose acetate. Cellulose acetate is cellulose treated with aesthetic), labelling and improving the functional design [7]. Due
acetic acid, which heavily impedes the biodegradability of CBs. to their diversity, usefulness and cost efficiency, nudges could
During their decades-long degradation period, CBs pose a double help mitigate the environmental impact of CBs.
threat. The first is plastic pollution, as cellulose acetate is
classified as a ‘bio-plastic’ with the second being the release of 1.3. Theoretical framework
toxins that build up through the process of smoking [1]. The Our research was inspired and partly supported by the Green
Nudge project1 . This study specifically targeted the smoking
Permission to make digital or hard copies of part or all of this work for personal or behaviours of the student population from various faculties in the
classroom use is granted without fee provided that copies are not made or distributed area of Kardeljeva ploščad in Ljubljana, aiming to assess how the
for profit or commercial advantage and that copies bear this notice and the full
citation on the first page. Copyrights for third-party components of this work must design of bins could influence proper disposal habits of the CBs.
be honored. For all other uses, contact the owner/author(s).
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.cog.18 1 The Green Nudge project (“UL za trajnostno družbo – ULTRA”), financed by the
EU - NextGenerationEU, and Republic of Slovenia, Ministry of Higher Education,
Science and Innovation.
In our pilot study we implemented the nudging principles in the and the likelihood of littering, with certain demographics, like
context of pro-environmental behavior. During our research younger individuals and men, being more prone to littering [14].
design and nudge implementation process we relied heavily on While the design of ballot bins is often consistent across studies,
the ideas from The Little Book of Green Nudges [9], where we the specific environments, demographics, and timelines vary.
utilized their five recommended steps of nudge implementation Research demonstrates that these bins can be an effective, low-
and their EAST framework, designed to make a nudge Easy, cost solution for reducing cigarette butt litter, particularly in
Attractive, Social and Timely. We based our nudge on the more homogeneous settings like school campuses. However,
findings of Rifkin and colleagues [10], where they found out that their effectiveness may diminish in more diverse public spaces
behavior, such as tipping in a bar, can be influenced by “dueling [14]. Given the many variables influencing these outcomes,
preferences”. If a behavior is presented as a choice between two researchers recommend further experiments to optimize these
options, preference for dogs versus cats, it gives people the interventions in different settings [12, 13, 14].
opportunity to self-express themselves through a behavior that is
not directly connected with the preference. In a similar fashion
we have designed a cigarette voting box, where people could cast 2 METHODS
a vote with their CBs. The previously mentioned study was also Our preliminary study into the effectiveness of cigarette disposal
a basis for a pilot study by Gay and colleagues [11], where they through the use of ballot bins was conducted on a student campus
compared the impact of different cigarette bins on polluting in Ljubljana, Slovenia during the spring and summer of 2024.
behavior. They found that a “dual preference” voting box, like After initially observing the campus area, we decided to target
ours, was the most efficient in reducing the pollution of the the behavior of throwing CBs on the ground. There were several
environment with CBs. ‘hotspots’ of discarded cigarette butts, but we were particularly
intrigued by the large number of butts thrown around bins. What
intrigued us was the fact that despite there being a clear area for
throwing away their cigarettes, smokers still did not opt for this
choice. As such, we focused on a popular smoking area of the
Faculty of Social Sciences at the University of Ljubljana. During
the span of six months, we conducted two sets of observations,
totalling seven observations: one set of observations before our
intervention and one after. The first four observations were
carried out in April 2024 and observed a popular smoking spot
for students and faculty next to an existing bin. With the
exception of the first observation, which was done in a group by
all researchers, all were done individually over the course of two
hours. During these observations, we collected data on the total
number of CBs thrown in the bin or improperly discarded. We
also took into account other factors such as time of day, weather
and any other factors we deemed important like the number of
people smoking together outside, or any other factors, which
might have influenced the final number. The second set of
observations was done during July, this time with the nudge (the
ballot box) placed next to the bin in a popular smoking spot. The
ballot box can be seen in Figure 1.
3 RESULTS
Figure 1: The ballot box for CB's Our descriptive results are presented in the table below (see
The prompts on the box are: morning shower (slo. tuširanje Table 1), where we calculated the mean value of CBs either in
zjutraj) and evening shower (slo. tuširanje zvečer). The box is the bin or on the ground before and after the implementation of
made from a repurposed mail box and is standing on a metal our green nudge.
pole. Surrounding the box is a picture depicting two smokers.
The bin was made by our colleagues at the Academy of Fine Table 1: Littering behaviour observations before and after
Arts. intervention with CB’s thrown in the bin and on the ground
Observations Condition CB’s in bin CB’s ground
Existing studies addressing cigarette butt littering through M SD M SD
behavioural experiments indicate that 63% of such littering is 1 before 21 6.38 12.25 5.74
driven by individual motivations, such as a lack of awareness 2 after 17 17.35 4.3 2.52 about environmental impacts and the availability of ash
receptacles [12]. Other contributing factors include convenience In order to determine if there is a statistical difference between (e.g., the distance to bins) and habitual behaviour [13], some the proportion of CBs in the bin versus on the ground based on research highlights a correlation between an area’s cleanliness the condition, we conducted a two-proportion Z-test. Based on
the statistical analysis we found that there was a statistically 4.2. Future directions
higher proportion of CBs thrown into the bin versus on the While our pilot study provides valuable insights into the
ground after the implementation of our cigarette voting box, effectiveness of nudging towards pro-environmental behaviour,
compared with the proportions before its implementation, z = future research could address the small sample size in this study
0.165, p = 0.0495. by employing a larger, more diverse population to improve the
generalizability of the findings. Additionally, observing the
population within a shorter timeframe would improve the
4 DISCUSSION validity of our results. Further studies could also include an
Based on our results we can confirm our hypothesis that our interview before implementing a green nudge, using polling to
nudge would increase the proportion of CBs thrown into the bin determine the general environmental attitude, and after the green
versus on the ground thus reducing the pollution of the nudge, to ascertain the factors influencing their decision-making
environment surrounding the student campus with CBs, which is process.
in line with the findings by Gay and colleagues [11]. Although
our results do indicate a change in the proportions, conclusions In conclusion, our study has shown that nudges can be
should be taken with caution, since the frequency of smokers successfully employed to influence non-environmental
present before and after the implementation of the nudge varied behaviours by combining behavioural insights from nudge
vastly and could have had a big impact on the results of our theory and gamification concepts (see [16] for a study combining
analysis. gamification and nudging). Specifically, a ballot box could be
Additionally, it is difficult to determine exactly what nudged the used in short term settings, like open-air concerts and other
participants’ behaviour, which opens a broader question of nudge events, where littering poses an issue. However, further research
validity. Specifically, for our nudge, there could have been a is needed to expand upon the factors underlying non-
number of factors influencing their behaviour. Some of these environmental decisions.
factors include 1) proximity; simply having more available bins
could have decreased the number of CBs thrown on the ground, ACKNOWLEDGMENTS 2) novelty; the nudge gained attention by simply being a new
structure in a familiar environment, 3) presentation; the ballot This pilot research study was partly supported by The Green
box is more attractive than a conventional bin, which is why Nudge project (“UL za trajnostno družbo – ULTRA”)-
participants would decide for it. While these factors do not negate European Union-NextGenerationEU, and Republic of
the effectiveness of the nudge, the difficulty in pinpointing the Slovenia, Ministry of Higher Education, Science and
determining factor could influence the design and Innovation.
determining factor, a green arrow pointing towards a bin could The authors also wish to express their gratitude to the development team at the Academy of Fine Arts, who created implementation of nudges. For example, if novelty is the have the same effect as a costly ballot box. There is also a
the ballot box.
possibility that our nudge was not clear enough and thus resulted
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https://doi.org/10.1017/pds.2021.426
Problem Solving as a Key for Sustainable Future*
Ivana Štibi† Marija Gaurina
Department of Physics Department of Physics
Josip Juraj Strossmayer University of Osijek University of Split, Faculty of Science
Osijek, Croatia Split, Croatia
istibi@fizika.unios.hr mgaurina@pmfst.hr
Ivana Katavić Josip Stepanić
Center of Excellence of the Split-Dalmatia County Faculty of Mechanical Engineering and Naval Architecture
Split, Croatia University of Zagreb
ivanakatavic@ci-sdz.hr Zagreb, Croatia
josip.stepanic@fsb.unizg.hr
Abstract demanding endeavour. Currently, as a combination of the
Achieving sustainability in today’s complex world is a Sustainable Development Goals (SDG) were formulated [1]. long-term goals and the operational prescriptions, the
challenging, long-term endeavour. This paper focuses on the Closely related to these Goals is the concept relating
critical role of education in advancing sustainability, environmental issues, social issues and corporate governance –
emphasizing the urgent need for innovative, interdisciplinary ESG [2]. One may argue that each of the three involved notions
approaches that prepare students for the demands of both the encompass rather complex and large substructures.
modern and future world. Central to this discussion is the idea of SDG is collection of 17 goals, spanning different aspects of
problem-solving as a key to a sustainable future, which is deeply our society [1]. The Goal 4 – Quality Education is specifically
connected to the field of cognitive science. By leveraging devoted to education. But along with it, education is important
insights from cognitive processes, researchers can develop for all other goals, having in mind that generally education
innovative solutions to complex challenges, promoting resilience contributes to transferring knowledge and experience between
and adaptability in society. Understanding how individuals think generations. In that way, education contributes both to latency of
issues such as climate change, resource management, and social evolution and gradual improvement. It is not just that the learning equity, ultimately contributing to sustainable development. By process is important, but awareness of it is crucial for the and make decisions informs strategies for addressing pressing values and good practices in our society, as well as to their
integrating insights from cognitive science—particularly in reflective thinking needed to address the challenges of
problem-solving, critical thinking, and metacognitive sustainability and complex systems.
strategies—we highlight how these cognitive tools enhance In this paper, we focus on the stated role of education. In
students' abilities to tackle sustainability challenges. The paper section two, we extract aspects of society that are currently too
examines key issues, relevant disciplines, and outlines a demanding for most educational approaches and are
framework for shaping future education to effectively contribute consequently insufficiently encompassed within the optimal
to global sustainability efforts. form of education. Cognitive science plays a crucial role by
Keywords problems, providing a foundation for developing educational exploring how individuals perceive, think, learn, and solve
problem solving, education, SDG, ESG, sustainability approaches that promote sustainability.
In sections three and four, we concentrate on education. In
1 section three, we extract starting points for the development of Introduction
an optimal form of education that substantially contributes to
There is a global agreement that sufficient resources should sustainability. The ability to solve problems, a key focus of
be devoted to preserving, and improving in the amount possible, cognitive science, is critical for navigating the unpredictable
our society. Having in mind the complexity of our society in total, dynamics of complex adaptive systems, which characterize many
but also of its many components, this is certainly a rather contemporary challenges. In section four, we additionally
∗Article Title Footnote needs to be captured as Title Note emphasize the education for sustainable future and relate it to
†Author Footnote to be captured as Author Note systems thinking. Critical thinking, another pillar of cognitive
Permission to make digital or hard copies of part or all of this work for personal or science, enables students to analyse global challenges such as
classroom use is granted without fee provided that copies are not made or distributed climate change and inequality, making it essential for
for profit or commercial advantage and that copies bear this notice and the full understanding the interconnected nature of these issues. We
citation on the first page. Copyrights for third-party components of this work must
be honored. For all other uses, contact the owner/author(s). argue that the inclusion of systems thinking significantly
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia contributes to the education for sustainable development. Section © 2024 Copyright held by the owner/author(s).
http://doi.org/10.70314/is.2024.cog.19 five provides the perspective and general guidelines for the
broader application of systems thinking in education. The last principles and practices of sustainable development into all
section concludes the paper. aspects of education and learning [14].
One of the consequences of the extensive testing of alignment
of education with society’s needs is that we have rather detailed
2 Society as a complex system and reliable insight into the fulfilment of the education potential.
Research of complexity and complex adaptive systems (CAS) Yet, it is clearly stated in words by I. Bokova, General-director
broadened our understanding of characteristic dynamics in of UNESCO: “A fundamental change is needed in the way we
society and its parts, which includes cooperation and think about education’s role in global development, because it
competition, emergence, bifurcations and deterministic chaos, to has a catalytic impact on the well-being of individuals and the
name some of the relevant notions [3, 4]. future of our planet” [14].
Dynamics of the CAS is characterized with nonlinear All stated about the reached education level and
interactions, the important consequence of which is delay. That characteristics of our society (and CAS as its models) point to the
includes different aspects of dynamics, particularly the fact that an innovative, qualitatively different education is
instabilities. Nonlinearity is a notion that can easily be described needed to include the complexity in formal curricula, so that
yet deserves significant experience to be considered properly, students can grasp its fundaments in a significant portion.
whether that be for predictions or for analysis of past events. As a particular aspect of education, we emphasize
CAS is modelled on the micro-level, by characteristics of entities, problem-solving. It is a set of actions aimed at solving a
usually called agents, and rules of their interactions [5]. The particular problem, no matter how complex, or interdisciplinary
macro-level, system behaviour is obtained by simulations. There it is. However, that approach is not yet formulated precisely so
is no direct linking between macro-level and micro-level. Instead, its potential is realized only by a small part.
one modifies micro-level characteristics of agents and rules of Along with the problem-solving skills, and critical thinking,
their interactions to obtain specific macro-level system it is crucial to embed metacognitive strategies in education. If
behaviour. Models differ in the level of stylization, so some students have learned to reflect on their own learning processes,
reveal generic system behaviour, trends that can be related to they are better equipped to contribute meaningfully to the SDG-
many diverse systems [5], while others are specific and a and adapt to the complexity of modern society as a CAS.
reproduce expected dynamics in detail but of a particular system.
Some contributors emphasise anthropomorphic interpretation of
quantities that are historically considered rather formal [6], while 4 Education for sustainable development
other develop formal approach to intrinsically human-related The ability to solve problems from the perspective of cognitive
characteristics such as happiness [7, 8, 9], to mention few psychology is a crucial for achieving sustainability. Cognitive
examples among a myriad of existing scientific contributions. psychology, which studies mental processes such as perception,
All stated should be taken into consideration if one wants to memory, thinking, and problem-solving, provides insights into
make reliable predictions for a society or some other CAS. That how people make decisions and how they can be encouraged to
requires a critical mass of competent people, to be formed within adopt sustainable behaviours. Understanding how people process
every new generation by a well-formulated, learning outcomes information and make decisions involves recognizing problems,
oriented, profound education. generating possible solutions, evaluating those solutions, and
selecting the most appropriate one. In the context of
sustainability, these problem-solving skills are essential for
3 Education for complex systems individuals and communities to identify environmental
World Economic Forum states top 10 skills, for different challenges, develop innovative solutions, and implement
periods since almost a decade ago. Consistently, critical thinking sustainable practices [15].
and complex problem-solving top the list of skills that employers Research has shown that human behaviour is a significant
believe will grow in prominence [10]. These have been source of uncertainty in the use of natural resources and a critical
consistently emphasized as crucial since the first report almost a factor in local and global sustainability challenges [16]. By
decade ago. Moreover, broader application of ESG standards integrating insights from behavioural sciences into sustainability
within organizations will also have a significant impact [10, 11]. research, we can develop policies that promote sustainable
One aspect is that investments that facilitate the green transition behaviour. Cognitive psychology provides tools to understand how
of businesses and the broader application of ESG standards bring people perceive environmental problems and how they can be
about net job-creation [11]. motivated to change their behaviour [17].
OECD monitors education and different aspects of transition Education plays a pivotal role in fostering these problem-
from school to work. In addition, OECD formulated and solving skills. Education for sustainable development (ESD)
organizes world-wide testing of skills and knowledge among equips learners of all ages with the knowledge, skills, values, and
students, in the form of PISA testing [12, 13]. agency to address interconnected global challenges such as
UNESCO has contributed extensively to the development of climate change, biodiversity loss, and resource depletion [18].
competences of children and youth [14]. It was realized some ESD empowers individuals to make informed decisions and take
time ago that education for sustainable development is a key collective action to transform society and care for the planet [19].
instrument to achieve the SDGs [14]. To further enhance these educational efforts, system thinking
The UN previously proclaimed Decade of Education for is another critical element for achieving sustainability. System
Sustainable Development (2005–2014), aimed at integrating the thinking allows us to see how different parts of a system interact
and how changes in one part can affect the entire system [20]. By
understanding complex environmental problems through system be more accurate [31]. This is important when addressing
thinking, we can develop holistic solutions that consider long- complex, interdisciplinary challenges and CAS.
term consequences. This approach is integral to problem-solving To be clearer, the following three dimensions of
as it helps identify the root causes of issues and their metacognitive strategies need to be implemented:
interconnections within the environmental system [21]. A) Planning dimension, students need to prepare
In addition to system thinking, STEM (Science, Technology, themselves for problem-solving scenarios and thought
Engineering, and Mathematics) education is essential for processes, which helps clarify their understanding of
sustainable development. STEM education equips individuals the problem and outline an approach to solving it.
with critical thinking, problem-solving, and technical skills B) Monitoring dimension, students need to check and
necessary to address environmental challenges. By integrating validate their comprehension of the problem-solving
sustainability into STEM curricula, we can prepare future scenario through self-questioning, which sustains
generations to develop innovative solutions for sustainable critical thinking. This step ensures continuous
development [22, 23]. reflection on their knowledge, allowing them to adjust
Moreover, a transdisciplinary approach is vital for strategies based on real-time insights.
sustainability. This approach involves collaboration between C) Reflection dimension, after completing the task,
academics from different disciplines and non-academic actors to students need to analyse what they learned, reflect on
co-produce knowledge and develop actionable solutions. the effectiveness of the strategies used, and consider
Transdisciplinary research addresses complex sustainability improvements for future tasks. This helps students
challenges by integrating multiple perspectives and promoting better understand the complexity of sustainability and
holistic understanding [24, 25]. develop a deeper understanding of how their learning
The ability to solve problems from the perspective of strategies can evolve.
cognitive psychology, combined with system thinking, STEM Therefore, sustainable education should also rely on
education, and a transdisciplinary approach, provides valuable metacognitive strategies, because in its concept it contains the
tools for addressing environmental challenges and achieving skills of critical thinking, problem-solving, but also the
sustainable development. sustainability of both the problem-solving scenario and the
Before proceeding it is to be noted that any new concept or ecosystem that created the sustainable solution.
other type of change in education needs to be implemented in real
time and space. Regarding time, there is a significant literature
about structuration of time and about leisure time of children and 6 Methodology for implementing sustainable
youth, see e.g. [26, 27] and references therein. education
According to all previous stated, strategy for empowering
5 sustainable educational system and people involved in it Strategies for enhancing critical thinking and
problem-solving skill’s created. It is based on the enrichment of school curricula with (students, teachers, principals, parents, local community) was
Sometimes it is difficult for educational processes to determine ESG principles, which ultimately strengthens the school's
which actions/methods due to the complex systems are ecosystem and makes it sustainable, and it is built based on three
successful, especially when we are talking about climate dimensions.
changes, how to integrate them into everyday life and how to First dimension of the program are students, which includes
receive feedback on the impacts at individual and collective students in the local community as active participants and those
levels [28]. This calls for initiatives to strengthen the link who contribute to development and innovation through an
between education and science. To achieve exactly such interdisciplinary and transdisciplinary approach of teaching and
initiatives, educational systems should use cognitive and learning. In this way, the education system enriches the local
educational strategies to foster innovative solutions, but in community with individuals who are ready to face the complex
addition to this, implementation of gamification enhance problems of the CAS, to solve them, and to improve already
engagement and motivation towards eco-friendly actions [29]. existing solutions. Second dimension of the program are the
To be more precise, gamification can be a useful tool to teach teachers. By strengthening their knowledge and skills, as well as
students about sustainability in general [30], creating a gamified by raising their awareness of problems and the possibility of
environment where students could be active citizens monitoring active participation in solving them, teachers provide students
their impact on the environment and thus influence climate with support in an appropriate and sustainable way.
change and sustainability, which leads to fostering problem- Teachers need to collaborate with system beyond schools in
solving skills, critical and analytical thinking and creating the way that students can gather information, critically think
sustainable solutions. about problems, give the scenario of solving specific problem
Another strategy which can be implemented in educational and in the end implement possible solution. For this, teachers
system, which in its core supports the development of the should have a support and life-long education. Third dimension
individual as a critical participant of a particular system, is the of the program are parents, principals and local community,
metacognitive strategy. Metacognition as a concept of thinking which, by raising awareness of the needs, problems and
about thinking [31], enhance critical thinking, problem-solving possibilities of innovation within the school's ecosystem and
and finally adaptability in education [32]. Use of metacognitive beyond, provide significant support to students and teachers in
strategies enables students to develop self-awareness, monitor their development.
their thinking process, and regulate their cognitive processes to
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https://doi.org/10.7906/indecs.11.3.2.
Mind, the Gap, and Other Cracks
Maša Poljšak Kus Urban Kordeš
Center for Cognitive Science Center for Cognitive Science
Faculty of Education Faculty of Education
University of Ljubljana University of Ljubljana
m.poljsak.kus@gmail.com urban.kordes@pef.uni-lj.si
Abstract describing our conscious experience to another human being – in
this paper we call this process of reporting our subjective
With this paper we aim to outline numerous gaps and other experiences experiential translation. The subjective aspects of
cracks that emerge when we start researching conscious thinking, perceiving and feeling are all states of experience that
The terms used to name various gaps were chosen for the sake of Nagel [2] puts it, there is something it is like to be a conscious coherence (with a pinch of playfulness). The main gap is the organism, and this experience through first and second-person research approaches. have a certain way in which we experience them. As Thomas
chasm between two consciousnesses which we are trying to likely always, over an insurmountable chasm between one what is it like to be another organism is, most
bridge by an exchange of descriptions of our lived experiences. conscious organism and another.
When we begin to turn our awareness to what it is like to be we We aim to address this chasm that extends from one
begin to develop the skill and way of observing in which experiential being to another and explore the cracks that emerge
experience is created. We call this gap between our everyday when trying to explore and extend from one ridge to another. In
attitude and phenomenological observation the crevice of this analogy the ridges of the chasm between two
awareness in which lies the act of becoming aware of an consciousnesses represent different conscious organisms, each
experience. After becoming aware of a certain layer of with their own what it is like to be, and the chasm is the
experience we reach the fissure of description, which represents impossibility of reaching the exact what is it like of another
the crack between the actual experience as perceived and the being. In the field of first and second-person research of lived
constructed linguistic concepts in which we try to convey what experiences, researchers are trying to bridge this chasm by
experience has been produced, the researcher interested in in the act of producing and collecting such descriptions we investigating human experience is confronted with the cranny of stumble upon many cracks, located on both sides of what we call and how we perceived the experience. When a description of an collecting detailed descriptions of experience. We will argue that
comprehension. We relate this process of conveying our the chasm between two consciousnesses. Starting from first-
experience to another conscious being to the processes of person view (as one should, when going about empirical
translation and remind researchers of lived experience to be phenomenology) we stumble upon a crevice that is becoming
careful and weary of the interpretation that inherently shadows aware of what is it like to be – the most intimate experience, yet
every translation. often hidden behind a wall of what Edmund Husserl [3] calls our
Keywords In this paper we also touch another, an even more veiled natural attitude.
Background experience, Conscious experience, First-person dimension of experience that we call background experience
research, Second-person research, Experiential translation. (explained further in the section 3) but most importantly we state
that there is a gap between what we can easily consciously
1 Introduction call perceive and what we cannot – which, for the sake of clarity, we the crevice of awareness. When trying to convey one’s
Upon delving into topics and discussions regarding our experience to another we stumble upon the next gap in the act of
understanding of the mind, we inevitably reach one or another translating the experience into concepts, categories and linguistic
gaping chasm – the most notorious is even named the hard forms. We believe that there is a gap between our perceived
problem of consciousness. David Chalmers [1] points out that experience and its description, which we name the fissure of
there is nothing we know more intimately than conscious description. When trying to fill this fissure we believe the
experience but there is also nothing harder to explain. In this experience conveyed is flattened and reduced. The description
article we are not trying to explain conscious experience, but we produced in this effort then becomes the main building block of
are interested in exploring the process of explaining and the bridge we are building from one side of the chasm and what
we can offer to the conscious being reaching out from the other
side. In this paper we compare this act of describing on one side
Permission to make digital or hard copies of part or all of this work for personal or and comprehending on another as a process of translation and
classroom use is granted without fee provided that copies are not made or distributed
for profit or commercial advantage and that copies bear this notice and the full that practicing experiential translation is the way to more valid
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https://doi.org/10.70314/is.2024.cog.20
2 Experiential translation 2.1 First-person translation
Phenomenology, by origin a philosophical discipline, is trying to Jakob Boer [6] argues that the process of describing first-person
investigate concrete experiential phenomena and encourages experience is an act of experiential translation, with which we are
detailed analysis of different aspects of consciousness. As such inclined to very strongly agree. We believe that the act of
it has also been described as “a first-person description of ‘what describing subjective experience is an act of translation (latin
it is like’ of experience” [4]. This subjective dimension ‘as it is transfero, “I convey”, from prefix trans-, “across, beyond” and
lived from the inside’ is essential to consider in the field of participle latus “borne, carried”). We will describe an example
scientific investigation of cognition and not be constrained of a process of translating an ancient Greek text to a modern
merely to the data that can be observed and measured from the language. The underlaying assumption is that without an
outside [5]. observer there is no meaning, and thus the nature and skill of the
Claire Petitmengin [5] warns us that describing one’s own observer influence the source text immensely. Firstly, one must
subjective experience is not merely hard, but extremely difficult, be able to see the Greek alphabet and know the symbols to
mostly because turning our attention to our consciousness, and a perceive anything more than mere scribbles. Secondly, one must
fortiori describing it, requires inner effort and a specific kind of understand what a specific set of symbols denotes and relate to it
skillset. Her assumption is that a substantial proportion of our a previously known meaning - one must understand the word.
subjective experience unfolds below the threshold of This step alone is complex and multidimensional, because one
consciousness. We question what her assumption presupposes - Greek word can have numerous possible translations and the
that our consciousness is something "in there" to be observed and meaning that stands out to the translator is tied to many factors,
we only need a better instrument to see further and better. We, such as context and previous knowledge. Thirdly, one must
on the other hand, are more inclined to view conscious understand the grammar and syntax to make sense of a sentence.
phenomena as something co-created with and by the act of With this we want to show how the meaning of a text is co-
observation. In either case we believe that in the field of first- defined by the observer. The translator must then choose an
person research the two initial steps – becoming aware of our accurate set of words in another language to convey his
experience and then describing it - include two important gaps. interpretation of the sentence. With this example we tried to show
1. The crevice of awareness is the crack between what our the complexity of our influences on what we perceive and how
"view from within" knows how to observe and what we leave a mark on both our perception and our description.
eludes our reflective thoughts. It denotes the Experiential translation assumes that lived experience is in
2. feelings and core dimensions of our experience. verbalizing we carry certain aspects across the gap between The fissure of description is the gap between subjective experience and description. In the act of translating our lived difficulties of becoming aware of our background nature distinct from linguistic form, and that in the act of
observations of lived experience and descriptions of
experiences into words, concepts, and categories we inherently
observed experience, which are most often verbal. This
imbue chosen meanings with our interpretation, which is perhaps
is perhaps at times even more frustrating, because in an
inseparable from the way we become aware of our experience.
instance when one has become aware of an experience,
they must now try to find the right words and gestures experience We relate this intrinsic interpretation to horizons of attending to
research when we not only try to surmount Subjective, or first-person research transfers to second-person nature of the subjective experience in question. up being observed and reported. The horizon is the way in which we perceive, by which we mean co-create, our experience. This the fissure of is enacted both when we try to observe and when we try to to convey and verbalize a description that captures the who argue that this co-defines experiential phenomena that end , as explained by Urban Kordeš and Ema Demšar [7],
description, but we also convey this description to a researcher
describe our experience.
interested in exploring structures of lived experiences. Empirical
or second-person research usually involves interviewing human 2.2 Second-person translation participants about their experience. In the context of our paper,
we call the interview method a rather wobbly bridge that tries to In the previous section we compared the process of describing
connect participants’ lived experience with researcher’s one’s lived experience to the process of translation. We continue
understanding with this analogy in the case of second-person research, when via the participants’ description of experience.
3. such translation is perchance more intuitive, because the ‘input’ With this bridge we mark the third gap in the premise
of empirical research of subjective experience – – verbal report – comes in form of language. The researcher that the
cranny of comprehension receives the report proceeds with translating it in more than one – which spans between the
second-person investigator and first-person report way. First and foremost, the translation happens instantaneously,
about the experience. It is a gap each researcher must as it does every time we speak to another human being – we
fill and bridge when trying to comprehend and analyze translate the words into our own known concepts and position
the descriptive data on experience of others. We them in our pre-existing field of knowledge.
differentiate this cranny from the Even more importantly, we aim to compare the subsequent chasm between two
consciousnesses process of analysing, categorizing and forming conclusions on because it is focused on the
description and comprehension, not the entirety of the structure of experience to the process of translating, drawing
another conscious experience. attention once more to the notion that with translation always
We note that all three cracks are part of the greater comes interpretation. As such we want to note and warn that chasm
between two consciousness becoming aware of your own horizons of attending to experience , which refers to the impossibility of
experiencing as another being. is a crucial step for every second-person researcher of
consciousness, which inherently makes them a first-person 4 Empirical context researcher as well.
In the aforementioned project, ‘Unveiling of the Atmosphere –
Etnophenomenological exploration of experiential background
3 in relation to space’, we aimed to investigate background Background experience
experience which we have defined as feelings that weave the
In this paper we turn our attention to a layer of experience which foundation on which foreground phenomena of consciousness
is, ironically, not in the focus of our attention but rather on the unfold (such as emotions, thoughts and perceptions). We
brink of it. William James [8] refers to this as the fringe of presupposed that experiences of atmosphere are by their nature
consciousness. To this fringe belong experiences that lack affective, so we focused on the affective layer of experience.
specific, sensory qualities, like the tip-of-the-tongue state (the These feelings usually lack specific sensory attributes and are
intention to seek a missing word), feelings of knowing, hard to pinpoint and often notice and/or name. We tried to
familiarity and plausibility, intuitive judgments and numerous capture and convey such background feelings with an empirical
other conscious or quasi-conscious events that can be reported on approach and a qualitative research design in which we combined
with low sensory specificity. approaches of first-person research such as Descriptive
What is it like aspect of those experience is hard to perceive Experience Sampling Method (DES) [13], and ethnographical
and convey, but Petitmengin [9] describes certain internal tools such as in situ diary entries. Our study was conducted in
gestures, which serve, in the language of our analogy, as bridges three phases, the first being the pilot study. We recruited three
that enable us to become aware of the source dimension of our participants, previously trained in DES and first-person research,
experience, which is usually pre-reflective. This unarticulated which we deemed important for a study that aims to research pre-
dimension is considered as core due to its ever-present nature, reflective dimensions of experience.
and because it is pre-conceptual and pre-discursive, it seems to Our participants reported about their experience in three
be situated at the source of our thoughts. Although it constantly ways: 1) through short written reports about randomly sampled
accompanies us, we need special circumstances to become aware moments during the day, 2) with diary entries on multiple
of it and/or specific training in first-person observation. occasions during the day of sampling, in which they situated
In the realm of emotion, Antonio Damasio [10] calls a group randomly sampled moments in the context of their moods and
of fleeting and hard-to-name feelings ‘background feelings’, behaviors, 3) in interview sessions in which we explored and
because they are not in the foreground of our mind, yet they help expanded previous two types of data. The aim was to map our
define our mental state and color our lives. We relate the participants’ affective experiential landscapes and to
foreground of our mind with the experiences on which we can contextualize their experiences with information about their
easily focus our attention (such as thoughts, perceptions and loud activities, environment and social interactions. We have
emotions). Background feelings arise from background analyzed the data according to the principles of qualitative
emotions, which are directed more internally than externally, but analysis [14], which produced a list of experiential categories
can nevertheless be observable to others in several ways: tone of divided into two (vaguely distinct yet obviously separate) groups
our voice, prosody of our speech, the speed and design of our of foreground and background affective experience. In the
movements. According to Damasio, prominent background background we situated categories such as background mood,
feelings include fatigue, energy, excitement, tension, relaxation, ambient atmosphere and deep atmosphere. stability, instability, etc. The relation between background
relation between background feelings and consciousness is just 1. Background mood is felt as all-encompassing and includes feelings and our drives and moods is intimate and close, but the
as close, if not more. Matthew Ratcliffe [11] similarly develops foreground experiences (affects, thoughts and percepts), different ways of receiving, creating and experiencing
the term existential feeling as a background which comprises the which we call different attitudes. We found three
very sense of ‘being’ or ‘reality’ that attaches to world subcategories of background mood: open, closed and numb.
experiences. Specifically directed emotions presuppose this 2. Ambient atmosphere includes experiences that are not clear
background, so regardless of the structure of such emotion, and separate, but pervasive and ubiquitous. It represents
existential feelings are a more fundamental feature of world- feelings, which we feel originate from the world, and we are
experience. A few examples of such feelings are the feeling of entangled with it either as their co-creator or merely as an
descriptions of one’s relationship with the world. 3. Deep atmosphere includes experiences that we feel as deeply our own and private. Imprint of deep atmosphere Hopefully we have now outlined the gap between our focal being ‘complete’, ‘unworthy’, ‘at home’, ‘abandoned’ – all being observer.
awareness and the experiences on the fringe of consciousness, background feelings. Phenomenologically it is harder to marks the way of foreground affects as well as other
where perhaps one of the keys to understanding our mind lies reach and observe, as it usually changes its character less or
hidden. This gap was one of the points we tried to address in our more slowly. When captured, we observed two distinct
recent project [12], in which we investigated the feelings of subcategories of feelings: deep perturbation and deep
atmosphere with the presupposition that they are in the unconcern, the former connected to the feelings of danger
background of our mind. We will briefly present the context of and the latter to the feelings of safety.
our empirical investigations to use it as the reference point for
our observations regarding the numerous gaps and blind spots of
our methodological approach and epistemological premises.
5 Observational interstices less so on the background feelings. When participants weaved
those moments in the experiential timeline of their whole day
In this section we aim to address some methodological cracks
(and in the interviews of their whole week) more background
and to note our observations from our research project on
feelings came into light – even in the moments which we had
background feelings [12].
detailed descriptions of. We would like to note that minimising
5.1 the effect of memory on reports is important, but that sometimes Becoming aware
in this effort we miss something because it is ‘right under our
In our study participants were prompted with a signal which nose’.
conveyed to them that they should observe and report on their
experience of the moment right before the signal. During the
interviews they oftentimes reported that after the signal there was 6 Conclusion
a brief state of feeling ‘blank’, as if the moment before the signal Delving into the field of empirical phenomenology is a was empty and void of any experience whatsoever. But this courageous act, because there are few, if any, clear and firm feeling soon passed, and they started to remember and find words climbing holds. We understand why scientific discourse steers to describe the moment before the signal. We interpret this toward replicable and third-person tested approaches, yet we feeling of ‘blankness’ as a type of gap between being immersed believe that exploration of lived experienced cannot (at least as in the natural attitude [3] and adapting the phenomenological of yet) be accessed any other way than through subjective attitude . To put it differently – we believe that the act of epoché observation first. And even if the act of bridging the subjective is both and act of opening a gap and of bridging it. We argue that with intersubjective is full of gaps and other cracks, we stay each time we try to bracket our trust in the objectivity of the positive that the descriptions and interpretations produced in this world, we reveal and/or create a crack in the fluidity and process lead to better understanding of how to approach continuity of the flow of our conscious experience. This means empirical research of subjective experience. In the analogy of that when we change the nature of our awareness, we experience translation as the act of describing one’s own experience, we aim a moment of emptiness. To explain we will compare our to paint the following picture. In the gaps that lurk amid awareness with the grip of our hand. When we hold on to one experiencing, being aware and describing, many pieces of the object, let’s say a glass, we are gripping something and sensing original experience are most likely lost in translation. Yet by specific qualities. When we want to switch to a different object, persistently and methodically carrying over the remaining pieces we must first release the glass and be (and thus feel) empty at created by this process we are building better and more reliable least for a moment so that we can grip (experience) something bridges. else.
5.2 Observing experiential background 7 References
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feelings change less frequently, which is one of the reasons they a Phenomenological Philosophy. Springer.
[4] Shaun Gallagher & Dan Zahavi, 2008. The Phenomenological Mind.
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Our findings support our claim that one way to notice the ever https://doi.org/10.1007/s11097-006-9022-2
present is by gaps in continuity. Such a way requires regular first- [6] Jakob Boer, 2023. Phenomenology as Experiential Translation: Towards
a Semiotic Typology of Descriptive and Expressive Ways of Making
person observation, optimally supported by a second-person Sense of Experience. Critical Arts. DOI:
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[8] William James, 1890. The Principles of Psychology. New York : Holt.
sustainable way) they won’t see any progress from day to day, [9] Claire Petitmengin, 2007. Towards the Source of Thoughts : The Gestural
but if they observe and measure themselves methodically and Transmodal Dimension of Lived Experience. Journal of
Consciousness Studies, 14, No. 3, 54–82.
throughout the whole year, they can notice a vast difference from [10] Antonio Damasio, 1999. The Feeling of What Happens : Body and
their starting point. emotion in the making of consciousness. New York : Harcourt Brace.
[11] Matthew Ratcliffe, 2005. The Feeling of Being. Journal of Consciousness
5.3 Studies, 12 (8-10), 45-63. Describing lived experience
[12] Maša Poljšak Kus, 2024. Unveiling of the atmosphere :
etnophenomenological exploration of experiential background in relation
Tying to the conclusion of the previous paragraph is a very to space (Master thesis), Ljubljana. Supervisor : Urban Kordeš.
concrete observation based on our research methodology. As [13] Russell T. Hurblurt & Christopher L. Heavey, 2006. Exploring inner
described in section 2, we gathered reports on our participants’ experience : The descriptive experience sampling method. Amsterdam,
John Benjamins Publishing Co.
experience in three ways (short notes on experience of moments [14] Blaž Mesec, 2023. Kvalitativno raziskovanje v teoriji in praksi. Inštitut za
during the day, diary entries and interview insights). What we razvojne in strateške analize.
noticed is that often in the descriptions of a singular moment
there was a lot of emphasis on the foreground experiences and
Bridging the Challenges in Experience Sampling Research
Barbi Seme† Maruša Sirk Urban Kordeš
Center for Cognitive Science Center for Cognitive Science Center for Cognitive Science
University of Ljubljana University of Ljubljana University of Ljubljana
Ljubljana, Slovenia Ljubljana, Slovenia Ljubljana, Slovenia
Barbi.Seme@pef.uni-lj.si Marusa.Sirk@pef.uni-lj.si Urban.Kordes@pef.uni-lj.si
Abstract on numerous studies [4, 5, 6] that have used ESM to investigate
experiential phenomena in the past few decades, weaknesses of
In this paper, we draw parallels between existing research these methods have been identified [7].
practices and attempt to piece them together to propose a more We present ESM and the challenges inherent in ESM research,
wholesome approach in conducting experience sampling particularly participant burden. By exploring the interest in
research. We consider Experience Sampling Methods (ESM) as personal exploration within Personal Science and emphasising
valuable tools for studying experience, but they come with the importance of community building in Citizen Science, we
challenges, of which we address the participant burden as one of attempt to tie these practices together using the concept of a
the most significant ones. We think that integrating practices methodological turn from empirical phenomenology [8]. We
from Personal Science (PS) and Citizen Science (CS), grounded believe that the challenge of participant burden, which we see as
in empirical phenomenology, can help address this challenge. By under addressed but highly disruptive in ESM scientific inquiry,
considering participants as co-researchers and actively engaging can be tackled through this integration of different research
them in the research and community, we aim to enhance their practices. We illustrate this approach with our pilot study, Luna.
motivation and improve the quality of the research data. We
illustrate this approach through the pilot project Luna in which
we explore lived experiences throughout the menstrual cycle 2 Experience sampling research using the ESM mobile application "Curious". This integrative
method facilitates a reciprocal knowledge exchange between We consider Experience Sampling Methods (ESM) as an
researchers and co-researchers, which deepens the process of umbrella term for the research in which participants gather
self-exploration and holds a great potential to advance scientific samples of their experiences as they unfold in their life [9].
research on experience. Typically, we prompt participants at random times to answer
questions or to describe their experience of the moment just
Keywords before they heard the beep [10]. This way we are able to
minimise recall bias [7] and are able to sample dimensions of
Experience sampling methods, citizen science, personal science, experiential states which are nearly impossible to recall later,
empirical phenomenology especially in detail (e.g., the momentary content of our thoughts).
These methods are also highly ecologically valid, since we are
1 Introduction lives. Participants would receive the prompts several times per sampling experience as it unfolds naturally in people's everyday
Scientific research into experience is a rapidly growing field. day for a longer period of time (e.g., two weeks). These repeated
Some researchers and philosophers point out that a core problem measures enable us to track patterns and changes in individual
within our current scientific worldview is the overlooked experiences across time and different contexts [7, 10]. Nowadays
experience research [1]. New methods and tools for researching we use mobile applications on participants' personal smartphones
experience are being developed, among which are Experience which makes the data collection process in comparison to pen
Sampling Methods (ESM). ESM are intensive longitudinal and paper much more reliable and less burdensome [11].
approaches to collecting experiential and contextual data using
structured diary self-report techniques [2]. Due to numerous 2.1 Challenges in ESM
advantages, especially ecological validity and the reduction of ESM research is still loosely defined without a rigorous
recall bias, ESM has spread to various research fields through the framework and we are yet to develop appropriate methodological
use of mass technology, mostly mobile applications [3]. Based approaches for improvements [9]. A significant challenge in
ESM research is participant burden. Collecting frequent, real-
Permission to make digital or hard copies of part or all of this work for personal or time data in everyday life activities puts great demands on
classroom use is granted without fee provided that copies are not made or distributed participants who need to albeit shortly interrupt their activity to
for profit or commercial advantage and that copies bear this notice and the full report on their momentary experiential state [3]. These repeated
citation on the first page. Copyrights for third-party components of this work must
be honored. For all other uses, contact the owner/author(s). measures over time might affect participants' attitudes towards
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia the research and result in reduced compliance, careless
© 2024 Copyright held by the owner/author(s).
responding and participants’ attrition [12]. We should also
evaluate this burden from an ethical perspective, ensuring that
benefits outweigh the burden, especially if there is a Individuals and groups who already possess deep interest in self-
consideration of affecting participants’ well-being [13]. exploration can potentially become great co-researchers by
which they would gain support in their own exploration as well
2.2 Existing recommendations for addressing as make the scientific contribution.
the challenges in ESM
To mitigate this burden, researchers are working on
4 Community in Citizen science
questionnaire optimisation, making them as brief and focused as
possible by prioritising essential questions and using clear and Citizen Science (CS) is recognized as one of the eight pillars of
concise language [9]. The trade-off between data richness and Open Science, playing an integral role in democratising scientific
burden on participants is also mitigated with lowering the knowledge and practices [23]. It significantly bridges the gap
sampling frequency [12]. By introducing the personalised between the scientific community and society through the idea
scheduling for participants we avoid interrupting them in the of doing science and not merely reacting to it [24]. Due to the
situations in which they are unable to respond and would likely heterogeneity of CS projects in terms of scale, objectives, and
react negatively to prompts being delivered in that time [3]. levels of citizen scientist involvement, it is challenging to
Albeit we should then revise random sampling and account for provide a universal definition [25]. However, common to all CS
the introduced bias (e.g., we could supplement the data with projects is to actively involve non-professionals in scientific
retrospective daily reports). research at different levels of participation [26]. In a broad sense
However, a key factor for successful ESM research is citizen scientists perform tasks that would be otherwise done by
participants’ motivation [3, 7]. It is better sustained by scientists [27] or would not be possible to do without their
considering the necessary technical recommendations, but involvement.
researchers should also give attention to fostering the research To achieve reciprocity between science and society in CS
interest and social dynamics. Researchers should engage projects in which the bidirectional knowledge exchange
participants who already have interest in the research topic and facilitates benefits in both [28], significant time and resources
therefore an intrinsic motivation to learn more on it [3]. They need to be invested to establish the conditions for project
should also provide a sufficient training period in which activities to run [29]. Since citizen scientists are typically lay
participants gain the necessary knowledge and skills in order to people without formal training in scientific research, appropriate
sample the experience [7]. It is important to establish a rapport training and support are essential to equip them with necessary
with participants and to foster a research alliance throughout the skills and knowledge [30]. We know citizen scientists engage in
study [2]. It is suggested to provide rich feedback to participants the projects upon different motivation factors. We can observe
during and at the end of the study which can also be presented as the intrinsic factors, such as gaining fulfilment, enjoying the
non-monetary compensation [3]. activities or being altruistic and extrinsic factors, such as building
social interactions, gaining on reputation or status and expecting
future returns [31]. Therefore, sustaining motivation and
3 Personal science and interest for self- engagement requires more than just training. CS practitioners
exploration should establish good relationships with citizen scientists and a
Technological advancement played a great role in a growing scientists to meet and work with each other. We argue that continuous communication as well as the conditions for citizen
number of ESM studies as well as in an uptake of self-tracking
essential to the project's success is building a strong community.
practices for exploration of oneself [14, 15, 16]. The umbrella
Utilising online community spaces, social media, organising
term for self-tracking practice and communities has been formed
under Personal Science (PS) [17]. These individuals and groups and other social activities facilitate community building. Strong workshops and training as well as local meetups, collaborative
pursue their own personal research questions using empirical
methods in an iterative process of questioning, designing, knowledge sharing, foster collaboration and builds on community in exchange encourages participation, promotes
observing, reasoning, and discovering which presents itself as an sustainability of the project [32, 33]. opportunity to scientifically expand on PS. Even though we can
draw many parallels between self-tracking and scientific inquiry
the question remains to what extent PS can be scientifically 5 Bridging ESM, PS and CS with empirical interesting [18]. Considering the growing interest in PS activities
phenomenology
it seems important to address these practices, especially in new
self-trackers. They often experience difficulties in making sense The key to integrating the practices of Citizen science, Personal
of their self-tracking process in interpreting their data, science, and Experience Sampling research lies in the concept of
formulating and refining their research questions, and designing a methodological turn developed in the field of empirical
their research process [19, 20]. It would be beneficial for them to phenomenology [8]. In experience research, the observed is the
receive support that provides at least an initial establishment of observer, meaning that the only access to the phenomena of
their research or engaging them in a more systematic way. Lack interest is through the observer's subjective experience. If the
of scientific rigour was also reported by researchers in tools used observer does not adopt an attitude of curious exploration and
for self-tracking which can potentially mislead self-trackers and engage in epoché, meaning bracketing the natural attitude, the
give them false ideas of phenomena they explore [21, 22]. Hence, judgments, interpretations, and explanations of their experience,
we believe this is an excellent opportunity for the science we cannot obtain data on the genuine experience as it unfolds in
community to engage in this already widespread phenomenon. life. This notion is rooted in phenomenological reduction, a
method of research into experience developed by Edmund 7 Conclusion Husserl [34]. Experience Sampling has been used to study
We argue that a large number of research questions in ESM
subjective experiences in real-time contexts, but integrating it
research could be better investigated if research projects adopt
with phenomenological reduction enhances the depth of data on
the CS framework with an emphasis on community building,
lived experiences [35]. Therefore, it is necessary to consider our
account for the interest and practice of PS, and use the principles
participants as co-researchers. This attitude allows us to engage
of experience investigation from empirical phenomenology. The
them in a way that fosters their interest in the research question
which facilitates the methodological turn where the research by creating conditions for co-researchers to be involved in challenge of participant burden in ESM research is then mitigated
question becomes in a sense their own and they become
personally meaningful activities, which in return provide a
researchers of their own experience. While providing the support
and means for investigation, it is important to give co-researchers are needed to establish these kinds of project communities, we higher level of data validity. Even though considerable resources
the freedom to explore the research question and their experience
believe they have the potential to be more sustainable. From CS,
in a way that is meaningful to them, and to encourage critical
we know that citizen scientists develop a sense of community,
discussion. By opening up the space for co-creation of the
which encourages them to remain active in science after the
research design and enabling co-researchers to actively
initial project ends [36, 37]. This interdisciplinary integration of
contribute their findings, we facilitate a deeper reciprocity of
different research practices enhances the value of our
knowledge transfer.
investigations and creates more impactful and sustainable
research projects that benefit both the scientific community,
6 involved co-researchers and the society. The pilot study “Luna”
Citizen science project Luna aims to explore the lived Acknowledgments experiences of menstrual cycles and their impact on everyday
IMPETUS is supporting our project, Luna. IMPETUS is funded
well-being. We use a diary method for daily reports and
by the European Union’s Horizon Europe research and
Experience Sampling Methodology (ESM) to track experiences
innovation programme under grant agreement number
throughout the menstrual cycle with the use of the ESM mobile
101058677. Views and opinions expressed are, however, those
application Curious (about) consciousness or Curious in short.
of the author(s) only and do not necessarily reflect those of the
We adopted the iterative co-creation approach to develop our
European Union or the European Research Executive Agency
research, combining the principles of ESM research, CS projects,
(REA). Neither the European Union nor the granting authority
PS and empirical phenomenology. This makes our research
can be held responsible for them.
process flexible in a way that the research design is being updated
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Zbornik 27. mednarodne multikonference
INFORMACIJSKA DRUŽBA – IS 2024
Zvezek C
Proceedings of the 27th International Multiconference
INFORMATION SOCIETY – IS 2024
Volume C
Odkrivanje znanja in podatkovna skladišča - SiKDD
Data Mining and Data Warehouses - SiKDD
Urednika / Editors
Dunja Mladenić, Marko Grobelnik
http://is.ijs.si
7. oktober 2024 / 7 October 2024
Ljubljana, Slovenia
PREDGOVOR
Tehnologije, ki se ukvarjajo s podatki so močno napredovale. Iz prve faze, kjer je šlo predvsem
za shranjevanje podatkov in kako do njih učinkovito dostopati, se je razvila industrija za
izdelavo orodij za delo s podatkovnimi bazami in velikimi količinami podatkov, prišlo je do
standardizacije procesov, povpraševalnih jezikov. Ko shranjevanje podatkov ni bil več poseben
problem, se je pojavila potreba po bolj urejenih podatkovnih bazah, ki bi služile ne le
transakcijskem procesiranju ampak tudi analitskim vpogledom v podatke. Pri avtomatski
analizi podatkov sistem sam pove, kaj bi utegnilo biti zanimivo za uporabnika – to prinašajo
tehnike odkrivanja znanja v podatkih (knowledge discovery and data mining), ki iz obstoječih
podatkov skušajo pridobiti novo znanje in tako uporabniku nudijo novo razumevanje dogajanj
zajetih v podatkih. Slovenska KDD konferenca SiKDD, pokriva vsebine, ki se ukvarjajo z
analizo podatkov in odkrivanjem znanja v podatkih: pristope, orodja, probleme in rešitve.
Dunja Mladenić in Marko Grobelnik
FOREWORD
Data driven technologies have significantly progressed. The first phases were mainly focused
on storing and efficiently accessing the data, resulted in the development of industry tools for
managing large databases, related standards, supporting querying languages, etc. After the
initial period, when the data storage was not a primary problem anymore, the development
progressed towards analytical functionalities on how to extract added value from the data; i.e.,
databases started supporting not only transactions but also analytical processing of the data. In
automatic data analysis, the system itself tells what might be interesting for the user - this is
brought about by knowledge discovery and data mining techniques, which try to obtain new
knowledge from existing data and thus provide the user with a new understanding of the events
covered in the data. The Slovenian KDD conference SiKDD covers topics dealing with data
analysis and discovering knowledge in data: approaches, tools, problems and solutions.
Dunja Mladenić and Marko Grobelnik
PROGRAMSKI ODBOR / PROGRAMME COMMITTEE
Janez Brank, Jožef Stefan Institute, Ljubljana
Marko Grobelnik, Jožef Stefan Institute, Ljubljana
Alenka Guček, Jožef Stefan Institute, Ljubljana
Branko Kavšek, University of Primorska, Koper
Dunja Mladenić, Jožef Stefan Institute, Ljubljana
Erik Novak, Jožef Stefan Institute, Ljubljana
Inna Novalija, Jožef Stefan Institute, Ljubljana
Joao Pita Costa, Quintelligence, Ljubljana
Lui Rei, Event Registry, Ljubljana
Jože Rožanec, Jožef Stefan Institute, Ljubljana
Abdul Sitar, Jožef Stefan Institute, Ljubljana
Luka Stopar, SolvesAll, Ljubljana
Swati Swati, Bundeswehr University Munich, Munich
Jan Šturm, Jožef Stefan Institute, Ljubljana
Oleksandra Topal, Jožef Stefan Institute, Ljubljana
Integrating Knowledge Graphs and Large Language Models for
Querying in an Industrial Environment
Domen Hočevar Klemen Kenda
domenhocevar1@gmail.com klemen.kenda@ijs.si
Jožef Stefan Institute Jožef Stefan Institute
Ljubljana, Slovenia Ljubljana, Slovenia
Abstract To overcome these challenges, we propose a system that en-
ables users to interact with knowledge graphs through natural
Knowledge graphs have traditionally required the use of specific
language queries. The system leverages LLMs’ capabilities to
query languages, such as SPARQL, to retrieve relevant data. In
interpret knowledge graphs while compensating for their limited
this paper, we present a system capable of performing natural
ability to generate fully syntactically and semantically correct
language queries on knowledge graphs by leveraging retrieval-
SPARQL queries. Proposed system, depicted in Figure 1, lever-
augmented generation (RAG) and large language models (LLMs).
ages large language models (LLMs) [11] to process natural lan-
Our system can ingest large knowledge graphs and answer queries
guage inputs and provide responses in natural language. Our
using two approaches: first, by utilizing LLMs to extract informa-
approach integrates retrieval-augmented generation (RAG) tech-
tion directly from subgraphs; and second, by generating SPARQL
niques alongside the automatic generation of SPARQL queries
queries with LLMs and using the results to inform further infer-
based on natural language input [2].
ence, such as counting the number of items.
Keywords
knowledge graph, semantic inference, Industry 4.0, LLM, RAG
1 Introduction
In the context of Industry 4.0, knowledge graphs play a crucial
role in mapping and describing the entire production vertical,
from supply and demand dynamics to intricate details within the
production process. This includes the configuration of shop floors,
production lines, machines, and data setups, extending even to
specific datasets generated during operations. Knowledge graphs
can also include relevant information about the tools required for
particular processes, as well as details about personnel, including
their skills and roles.
A key standard for representing such data within the Industry
4.0 initiative is the Asset Administration Shell (AAS) [3], which
provides a logical representation for a factory asset (can also be
a piece of software, etc.). By adopting AAS, industries can en-
sure interoperability and standardization, enabling more efficient Figure 1: Intended usage of the system: AAS instances are
data exchange and integration across various systems, ultimately converted into a knowledge graph, enabling natural lan-
enhancing the agility and responsiveness of manufacturing pro- guage queries by the user.
cesses.
Querying knowledge graphs can be a challenging task for end
users, as it often requires expertise in specialized query languages By doing so, our system not only simplifies the querying pro-
such as SPARQL [8] — a skill that is not widely known among cess but also ensures that the responses are accurate and con-
non-experts. Working with SPARQL SELECT queries remains a textually relevant, making knowledge graphs more accessible
challenge also for LLMs, with performance varying significantly and usable for a broader range of users. Additionally, the use of
depending on the specific model and task complexity. While the LLMs in combination with SPARQL querying enables the system
leading LLMs can reliably address basic syntax errors, generating to handle complex tasks, including those that require logical rea-
semantically accurate SPARQL SELECT queries remains difficult soning, aggregation, or interpretation of data, thus enhancing
in many cases [10]. Similar work has been done on interaction its utility in real-world applications. For example, our system is
with databases, however even with SQL query generation the able to answer queries such as: “Give me all machines that
results of GPT-4 are still far behind human ability (approx. 55% are capable of drilling a hole with 2cm perimeter”.
execution accuracy) [9]. Finally, question answering with the help of knowledge graphs
and language models has been tackled before [16], however, the
Permission to make digital or hard copies of all or part of this work for personal
development of retrieval-augmented generation (RAG) systems
or classroom use is granted without fee provided that copies are not made or
has seen significant growth recently. In 2024, several preprints
distributed for profit or commercial advantage and that copies bear this notice and
the full citation on the first page. Copyrights for third-party components of this have emerged showcasing the application of the RAG approach
work must be honored. For all other uses, contact the owner /author(s).
to knowledge graphs [12, 13, 14]. This paper contributes to this
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
rapidly evolving field by presenting our own advancements and
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.sikdd.5 findings.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Domen Hočevar and Klemen Kenda
2 Data query generation, which are essential for responding to complex
queries by the user.
This study uses a generated dataset representing a hypothetical
factory with various machine models, designed to test the capabil-
ities of the developed application. The work is part of the Smart
Manufacturing pilot in the EU-funded HumAIne project [7], with
the aim of eventually using real-world data from participating
factories.
The mock factory includes models of "drillers", "circle cut-
ters", and "circular saws", each with unique names, manu-
facturers, and descriptions. These models are represented using
AASs with relevant submodels for energy consumption, man-
ufacturer details, and operation-specific parameters like hole
diameter or depth of cut.
We created AASs for 7 drilling machine models, 7 circle cutter
models, and 10 circular saw models, along with 1,000 machine
instances randomly assigned to these models. Numerical values
and availability were populated randomly for testing, reflecting
potential real-world variations.
The initial step after acquiring AAS data is to convert it into
a knowledge graph. This process involves transforming JSON-
serialized AASs into RDF triples, which represent the semantic
information of the data. Once the RDF triples are generated, they
1
are stored in a GraphDB repository. To enable semantic data re-
trieval, we employ a connector that interfaces with the ChatGPT
2
Retrieval Plugin , which operates alongside the server applica-
tion. When new triples are added to the GraphDB repository, the
connector triggers the plugin to generate vector embeddings of
Figure 2: System architecture for retrieval augmented gen-
the text representations of the new nodes. These embeddings
eration with knowledge graphs in Industry 4.0.
are created using a language model and are stored in a separate
vector database. The ChatGPT Retrieval Plugin enables interacte
to a selection of different vector databases, in our case we em- In summary, the architecture is designed to streamline the
ployed the Milvus vector database. The system is also designed process of building a knowledge graph from AAS data and en-
to maintain consistency; if any triples are removed from the ables users to query this graph with retrieval-augmented gener-
GraphDB repository, the corresponding vector embeddings are ation (RAG) using natural language, with the system handling
automatically deleted from the vector database. the complexities of data storage, retrieval, and natural language
processing in the background.
3 Methodology The sequence diagram in Figure 3 illustrates the interaction
between system components during query processing. Our sys-
The system architecture is illustrated in Figure 2. The user inter-
tem enables two distinct approaches to handle natural language
acts with the system through a client application, developed using
queries, often combining both to generate a comprehensive an-
ReactJS, which serves as the graphical user interface (GUI). This
swer for the user.
client application communicates with the system’s middleware,
which is built on the Flask framework. Users have the capability
to upload AAS data to construct and enhance the knowledge
graph, as well as to issue natural language queries.
The middleware acts as the core of the system, facilitating com-
munication between the client application, the knowledge graph
stored in a GraphDB database, and OpenAI’s GPT models. The
AAS data uploaded by the user is first converted into RDF triples
and then stored in the GraphDB repository. The Flask-based mid-
dleware also integrates with the ChatGPT Retrieval Plugin, which
is responsible for generating vector embeddings of the knowledge
graph nodes using OpenAI’s model. text-embedding-ada-002
These vector embeddings are stored in the Milvus vector data-
base [15]. The ChatGPT Retrieval Plugin allows the system to
efficiently retrieve the most relevant embeddings in response
to user queries, ensuring that the system can provide accurate
and contextually appropriate answers. Additionally, the middle- Figure 3: Sequence diagram of different approaches for
3
ware leverages LlamaIndex to manage sub-graph retrieval and data extraction. The blue box represents the RAG approach
and the red box represents the SPARQL query generation
1
https://graphdb.ontotext.com/ approach. Note that RAG approach utilizes results from
2
https://github.com/openai/chatgpt- retrieval- plugin
3 SPARQL queries on the knowledge graph.
https://www.llamaindex.ai/
Querying with KG and LLMs for Industry 4.0 Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
The first approach utilizes a Retrieval-Augmented Generation the number of machines that met the voltage criteria and identi-
(RAG) method. Upon receiving a query, the system analyzes the fying any errors, such as incorrect voltage values or unnecessary
query to identify relevant concepts and generates vector embed- machine retrievals. Results are depicted in Figures 4 and 5.
dings for these concepts [5]. These embeddings are then matched
against the knowledge graph stored in GraphDB to find the most
relevant nodes. Once the relevant nodes are identified, a naive
neighborhood expansion is performed, capturing additional re-
lated nodes to ensure a more complete context. The search is
parameterized using parameters: scope, how many nodes from
the graph to retrieve; breadth, from how many relevant nodes
to start the neighborhood expansion; score weight, how many
more nodes are visited from the identified relevant nodes that
are deemed more relevant using embedding similarity. This sub-
graph, along with a few examples for context, is then fed into
the Large Language Model (LLM) using a few-shot [1] learning
technique to generate a response [4]. The LlamaIndex framework
provides a general context query for turning triples into natu-
ral language. This method is particularly effective for queries
requiring contextual understanding and extraction of complex
information from the knowledge graph.
The second approach involves generating a SPARQL query
based on the natural language query and the ontology used
within the knowledge graph. The system attempts to execute this Figure 4: Performance of the system by the type of the
SPARQL query in the GraphDB database. If the query runs suc- machine and query. cessfully, the resulting data is passed to the LLM to formulate the
final answer. This approach is especially beneficial for tasks that
In Figure 4, each table contains four columns: "V" (voltage
involve counting instances or performing specific data aggrega-
specified in the query), "R" (percentage of correctly retrieved ma-
tion operations, where LLMs alone might struggle. This approach
chines), "W" (number of machines with incorrect voltage), and
benefits from the first approach as it can use it as backup or to
"A" (number of unnecessary machine retrievals). Figure 5 summa-
enrich the SPARQL query results with additional context.
rizes the results: "Fully Correct Answers" shows the percentage
of queries that returned all requested information without errors;
"Share of Expected Information Found" indicates the proportion
4 Results of requested information retrieved; and "Share of Incorrectly Dis-
To thoroughly evaluate the system, we employed three different played Voltages" represents the percentage of retrieved voltages
evaluations: (a) assessing the accuracy of data retrieval based on that were incorrect.
query parameters (not using query generation), (b) evaluating the
system’s ability to correctly fetch the number of instances (testing
query generation), and (c) conducting a manual assessment of
most relevant user queries.
4.1 Accuracy of Data Retrieval
The first approach involved testing the system’s ability to accu-
rately retrieve data that met specific query conditions without
employing SPARQL query generation. We focused on queries
where the user requested a list of machines of a particular type
with a voltage requirement less than or equal to a specified value.
An example query would be: “Return all drilling machines
that consume at most 4 volts and specify their consump-
tion.” Figure 5: Combined performance.
We conducted these tests on three types of machines: "drilling
machines", "circle cutters", and "circular saws". The voltage The results show that sometimes the LLM would incorrectly
values specified in the queries ranged from 0 to 10 volts, inclu- generate a different voltage requirement for a machine, making
sive. The evaluation was designed to measure how accurately it appear to satisfy the query conditions. However, the retrieved
the system could identify and return the correct set of machines machines were always of the correct type. For example, a query
based on these voltage constraints. like “Name all drilling machines and specify their voltage
For these tests, the following parameters were used (scope: 100, reqirements” correctly retrieves all machines with the right
breadth: 1000, score weight: 100, model: , specifications, suggesting the issue may lie with the LLM rather gpt-4-1106-preview
query generation strategy: ). than the knowledge retrieval process. disabled
The system’s performance was assessed by comparing the To address this, users can try adjusting query parameters or
retrieved data against the expected results, specifically checking rewording the query to verify the information’s accuracy. If this
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Domen Hočevar and Klemen Kenda
type of query is crucial, incorporating voltage-specific queries balance between subgraph retrieval and SPARQL generation to
into the query generation strategy could improve reliability, al- ensure even more robust and comprehensive query handling.
though the LLM may struggle with large lists due to its context
window limitations. As shown in Figure 5, these types of queries Acknowledgements often do not reliably provide all requested information in one
This work was supported by the European Commission under
answer, so users should run multiple queries to increase the
the Horizon Europe project HumAIne, Grant Agreement No.
likelihood of retrieving all necessary data.
101120218. We would like to express our gratitude to all project
partners for their contributions and collaboration.
4.2 Instance Fetching Accuracy
In these tests, we tested query generation strategy. The following References
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100, model: , query generation strategy: gpt-4-1106-preview
[2] Diego Bustamante and Hideaki Takeda. 2024. Sparql generation with entity
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The queries asked for the number of available instances for se-
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lected machine models, such as "Get the number of available inistration_Shell_Part1_V3.pdf ?__blob=publicationFile&v=1 (visited on
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Comparative Analysis of Machine Learning Models for
Groundwater Level Forecasting: The Impact of Contextual Data
Rok Klančič Klemen Kenda
rok.klancic@gmail.com klemen.kenda@ijs.si
Jožef Stefan Institute Jožef Stefan Institute
Ljubljana, Slovenia Ljubljana, Slovenia
Abstract 2 Methods
This paper presents a comparative evaluation of three distinct In our experiments, we employed three categories of methods:
categories of models applied to groundwater level data: tradi- traditional batch learning techniques, time series deep learning
tional batch learning methods, time series deep learning methods, models, and time series foundation models.
and time series foundation models. By enriching the water level
data with weather-related features, we significantly improved 2.1 Traditional Batch Learning Methods the effectiveness of simpler models. The results demonstrate that,
In the context of data-driven modelling of environmental is-
despite their state-of-the-art performance on univariate datasets sues, traditional batch learning methods have historically demon-
and the corresponding publicity, advanced models without con-
strated significant success [5]. In this study, we employed linear
textual feature support are still surpassed by traditional methods regression alongside two tree-based approaches: random forest
trained on enriched datasets.
and gradient boosting [7] as baselines to evaluate whether the
newer, more prominent techniques, which have recently gathered
Keywords a considerable amount of attention, can perform competitively
groundwater level prediction, time series forecasting, deep learn- in this specific setting.
ing, foundation models, contextual data All of the chosen batch learning techniques are regression-
based and are valued for their simplicity, speed, and ease of
1 Introduction use. However, they often lack the complexity necessary to fully
capture intricate patterns in the data. To mitigate this limitation,
Accurate water level prediction is crucial for mitigating the im-
we incorporated contextual features, such as weather data and
pacts of climate change on water resources. By forecasting water
forecasts (e.g., precipitation, cloud cover, temperature). While the
levels, we can better prepare for potential floods and droughts,
data fusion problem is solved [8], this approach raises concerns
and more effectively manage our water supplies. However, pre-
about the availability and relevance of the contextual data.
dicting water levels presents a significant challenge due to the
dynamic nature of the data. As climate change leads to prolonged
droughts and increasingly erratic precipitation patterns, the need 2.2 Time Series Deep Learning Methods
for reliable forecasting methods becomes even more important Time series deep learning models are explicitly designed for
[2]. forecasting time-dependent data. In our study, we employed N-
In this paper, we aim to compare the performance of various BEATS [12] and PatchTST [10], both of which have architectures
models in forecasting groundwater levels. Specifically, we focus tailored to capture trends and seasonalities inherent in time se-
on the differences between traditional batch learning methods ries data. Despite their advanced capabilities, these models have
that utilize relevant contextual data and newer univariate time drawbacks, including longer training and inference times, the ne-
series deep learning and foundation models. cessity for extensive hyperparameter tuning to achieve optimal
The main contributions of this paper are: performance, and limited support for incorporating additional
• features. Although certain models support multivariate time se-
A comparative analysis of the performance of traditional
ries, they were not utilized in our experiments.
batch learning methods against state-of-the-art time series
deep learning techniques and time series foundation mod-
els, particularly in the context of feature vectors enriched 2.3 Time Series Foundation Models
with relevant contextual data. While deep learning methods require separate training and pre-
• The application of time series foundation models and deep diction phases, time series foundation models aim to eliminate
learning methods to the domain of groundwater level fore- the training step. Inspired by large language models, these models
casting. are pretrained on extensive time series datasets, enabling zero-
shot predictions on new time series without additional training.
The groundwater dataset used in this study has previously been
We used CHRONOS [1], an open source foundation model. The
employed for predictive modeling with traditional batch learning
advantages of this approach include ease of use with minimal pa-
methods [9], where extensive feature engineering was also per-
rameter adjustments and no need for training. However, similar
formed. Our work builds upon and extends this earlier research
to deep learning models, they lack support for multivariate time
by incorporating a different set of models.
series.
Permission to make digital or hard copies of all or part of this work for personal
Several studies have already evaluated the performance of
or classroom use is granted without fee provided that copies are not made or
various deep learning and foundation models for time series fore-
distributed for profit or commercial advantage and that copies bear this notice and
the full citation on the first page. Copyrights for third-party components of this casting [1] [13]. However, this research extends the application
work must be honored. For all other uses, contact the owner /author(s).
of these forecasting models to groundwater level data, therefore
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
contributing to the better understanding of their effectiveness in
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.sikdd.6 this domain.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Rok Klančič and Klemen Kenda
3 Experiment Setting and gradient boosting regressor as our baseline methods. These
models were previously applied to the groundwater dataset [9],
The experiments were conducted on a dataset of groundwater
necessitating a reproduction of the results as a benchmark.
levels in Slovenia. Due to the cumulative nature of water levels
and to facilitate comparison with the original study [9], predic-
tions were made on daily changes in water levels rather than on 3.4 Implementation Details absolute values.
The prediction pipelines varied slightly between the different
3.1 types of models: Dataset
The groundwater dataset is a subset of the larger dataset used For , we utilized the dataset without weather • CHRONOS
in the study [9]. It consists of groundwater level measurements features, as it only supports univariate time series. Since
taken daily from multiple stations across Slovenia. To apply tra- no hyperparameter tuning was required, the data was
ditional batch learning methods, we enriched the dataset with divided into training and test sets, omitting the validation
weather data, associating each water measurement station with set. The model generated the predictions directly from the
the nearest weather station. Due to the availability of weather water level data. We used the chronos-t5-large model from
data, only data from the years 2010 to 2017 was included in our the chronos library.
study. For consistency and ease of comparison with previous For and , the same dataset was used, • N-BEATS PatchTST
study [9], we focused on data from two water measurement given the same limitation as mentioned previously. How-
stations located in Ljubljana. ever, a validation set was required for hyperparameter
In traditional batch learning within the environmental domain, tuning. After selecting appropriate hyperparameters, the
it is essential to not only use the raw data but also to engineer models were trained on the training set and evaluated
relevant features. Initially, we removed the pressure and dew on the test set. Implementations from the NeuralForecast
point features, as they were either unrelated to the target variable library were used for both models.
or highly correlated with other features [9]. We then created For the , , • linear regression random forest regressor
additional features by shifting the data from 1 to 10 days, making and models, we included gradient boosting regressor historical values available, and by computing the averages of both water level and weather data. Feature selection was
features over a 2- to 10-day window. This process resulted in conducted to reduce the number of features, resulting in
approximately 2,000 features. Given the excessive number of 42 features for linear regression, 30 for random forest, and
features, which could degrade model performance, we employed 36 for gradient boosting. After feature selection, hyper-
a feature selection algorithm to identify the most informative parameters for the random forest and gradient boosting
subset. models were tuned, and the data for linear regression was
We used a genetic feature selection algorithm from scikit-learn, normalized. The models were then trained on the train-
evaluated on 365-day part of training dataset, with the maximum ing set and evaluated on the test set using scikit-learn’s
number of features set to 40. The algorithm was executed sepa- implementations.
rately for each model, focusing on one station and a prediction
The hyperparameters used for training are listed in Appendix
horizon of three days, resulting in distinct feature vectors. Sub-
A, while a description of the selected features is provided in
sequently, weather forecast features with longer offsets were
Appendix B.
manually added to the selected feature set.
3.2 Evaluation Metrics 4 Results
The dataset was split into a training set (approx. 2,500 days),
The results for all tested models across various prediction hori-
a validation set (100 days), and a test set (365 days) for model 2
zons are presented in Table 1. The reported R scores were calcu-
2
evaluation. Model performance was evaluated using the R score,
lated based on the differences in water levels; if absolute water
averaged across all tested stations. Although alternative metrics 2
levels had been used, the R scores would have been significantly
such as root-mean-squared error (RMSE), and mean absolute
higher. For example, in the case of CHRONOS with 1-day ahead
percentage error (MAPE) were considered, they, for this dataset, 2
predictions, the R score is 0.725 for relative level differences and
2
produce results that are closely related to the R . This metric was
0.998 for absolute water levels.
selected due to its robustness against variations in data offset
Among the models, linear regression achieved the highest per-
and amplitude, and for direct comparability with the results in
formance, followed by the random forest. In contrast, the more
2
the original study [9]. The R score is defined as:
complex methods, including deep learning models and the foun-
𝑅 2 Í𝑛 2 dation model, showed generally lower performance, with the 𝑦 − ) = 𝑖 1 ( 𝑦 𝑖 ˆ 𝑖 = 1 − , Í 𝑛 2 exception of the 1-day prediction horizon, where N-BEATS out- ( 𝑦 𝑦 ¯ 𝑖 = 1 𝑖 − ) 2
performed the tree-based models. Notably, the R scores decrease
where 𝑦𝑖 is the i-th true value, ˆ 𝑦𝑖 is the i-th predicted value and as the prediction horizon lengthens, with a more pronounced
𝑦 ¯ is the average of true values.
decline observed in the deep learning and the foundation models
compared to the traditional batch learning methods.
3.3 Baseline Methods Figures 2 and 3 display the predictions from CHRONOS, Patch-
The primary objective of our research was to compare the per- TST, and linear regression compared to the true data for the 1-day
formance of traditional batch learning methods, enriched with and 5-day prediction horizons. It is evident that the predictions
relevant contextual features, against that of modern deep learn- from CHRONOS and PatchTST begin to exhibit a rightward shift
2
ing techniques and foundation models for time series forecasting. as the horizon extends. Figure 1 visualizes the R scores for all
Therefore, we selected linear regression, random forest regressor, models across the different prediction horizons.
The Impact of Contextual Data Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
Table 1: R 2 Scores for Different Prediction Horizons and Models.
Methods 1 day ahead 2 days ahead 3 days ahead 4 days ahead 5 days ahead
Chronos-large 0,725 0,365 0,175 0,04 -0,09
GradientBoostingRegressor 0,640 0,603 0,527 0,556 0,545
RandomForestRegressor 0,726 0,697 0,701 0,706 0,691
N-BEATS 0,742 0,397 0,17 -0,03 -0,143
PatchTST 0,721 0,394 0,215 0,109 -0,02
LinearRegression 0,792 0,781 0,785 0,784 0,780
The best and second-best results are bolded and underlined respectively.
R² Scores for Different Models and Prediction Horizons
0.8 Models
Chronos-large
0.6 RandomForestRegressor GradientBoostingRegressor
es PatchTST 0.4 LinearRegression N-BEATS
R² Scor 0.2
0.0
1 day 2 days 3 days 4 days 5 days
Prediction Horizons
Figure 1: R2 Scores for All of the Methods and Prediction Horizons.
Predictions for Horizon 1 Predictions for Horizon 5
0.10 True data True data
Chronos 0.08 Chronos
0.08 PatchTST PatchTST
LinearRegression 0.06 LinearRegression
0.06
0.04
0.04
0.02
0.02
Water level change (m) 0.00 0.00 Water level change (m)
0.02 0.02
2017-01-15 2017-02-01 2017-02-15 2017-03-01 2017-03-15 2017-01-15 2017-02-01 2017-02-15 2017-03-01 2017-03-15
Time Time
Figure 2: Example Predictions for Three Models for 1-Day Figure 3: Example Predictions for Three Models for 5-Day
Prediction Horizon. Prediction Horizon.
The results indicate that traditional methods, when supple-
mented with relevant contextual features, outperform more com-
plex models that do not incorporate such data. While the 1-day predictions. This likely occurs due to the absence of contextual
ahead predictions show comparable performance across all meth- information, causing these models to lag in capturing the true
ods, as the prediction horizon extends, the accuracy of CHRONOS, trajectory of water levels. In contrast, models with access to
PatchTST, and N-BEATS declines sharply. In contrast, the tradi- weather data can predict further ahead by accounting for factors
tional models, supported by contextual features, maintain their such as the impact of rainfall patterns on water levels.
predictive accuracy much more effectively, as shown in Figure 1. An unexpected finding is that among the baseline models,
A closer examination of the predictions in Figures 2 and 3 linear regression outperforms the more sophisticated methods.
reveals that for 1-day ahead predictions, all models track the true For instance, in the article [9], while linear regression produced
data closely. However, in the 5-day ahead predictions, models strong results, it did not surpass the performance of the other
lacking contextual data begin to exhibit a rightward shift in their two methods.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Rok Klančič and Klemen Kenda
5 Conclusion and Future Work A Hyperparameters
After evaluating all models on the groundwater level dataset,
we observed that traditional methods, when equipped with rel- Table 2: Hyperparameters Used for Gradient Boosting Re-
evant features, consistently outperformed newer and more so- gressor and Random Forest Regressor.
phisticated techniques, particularly as the prediction horizon
lengthened. This suggests that the emphasis on developing the Hyperparameter GradientBoosting RandomForest
most powerful deep learning or foundation models for time se-
n_estimators 28 164
ries predictions may be overstated. With thoughtful selection of
max_features ’log2’ 0.5
contextual features, even the simplest models can outperform
max_depth 10 20
modern approaches, which is a significant finding for fields with
sufficient contextual data, such as data-driven environmental
modelling. Table 3: Hyperparameters Used for N-BEATS and
To enhance the robustness of our evaluation, future work could PatchTST.
involve testing additional methods, expanding the analysis to
include more measurement stations and surface water level data, Hyperparameter N-BEATS PatchTST and incorporating deep learning models that support multivariate
loss HuberLoss /
time series, such as N-BEATSx [11] and N-HiTS [3]. Further
n_harmonics 5 /
insights could be gained by exploring foundation models with
n_polynomials 5 /
multivariate support, such as TimesFM [4], as well as some more
scaler_type ’robust’ /
univariate models, like TimeGPT-1 [6]. Future research could
n_blocks [3, 3, 1] /
also compare the inference times of various models and assess
mlp_units [[128, 128]] /
performance across different time series lengths.
horizon 5 5
input_size 15 71
learning_rate 0.001 0.001
Acknowledgements max_steps 25 1323
This work was supported by the European Commission under the
encoder_layers / 12
Horizon Europe project Plooto, Grant Agreement No. 101092008. n_heads / 16 We would like to express our gratitude to all project partners for
hidden_size / 64
their contributions and collaboration.
linear_hidden_size / 512
Furthermore, we would like to thank Erik Novak for his assis-
dropout / 0.2
tance in completing this research.
fc_dropout / 0.1
head_dropout / 0.1
attn_dropout / 0.2
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Interactive Tool for Tracking Open-source Artificial
Intelligence Progress on Hugging Face
Bogdan Šinik Domen Vake
bogdan.sinik@f amnit.upr.si domen.vake@f amnit.upr.si
UP FAMNIT UP FAMNIT
Koper, Slovenia Koper, Slovenia
Jernej Vičič Aleksandar Tošić
jernej.vicic@upr.si aleksandar.tosic@upr.si
UP FAMNIT, UP IAM UP FAMNIT, InnoRenew CoE
Koper, Slovenia Koper, Slovenia
Abstract to execute your own model, as long as it is of a modest enough
size, on a home computer’s graphics processing unit (GP U), even
Given its increasing importance in our daily lives, Artificial In-
if the GP U is a few years old [9]. The rise in accessibility also
telligence has become a prominent subject that needs extensive
enables a larger community to test and develop new solutions
investigation and understanding. This study presents an analysis
and build on top of existing models. We believe that there is a
of the open-source community in the field of Artificial Intelli-
big lack of tools for monitoring the impact of this movement.
gence (AI). Various questions arise anytime AI is introduced.
1
Hugging Face has grown into one of the primary platforms
open-source AI introduces additional concerns. Should artifi-
for the open-source community. Users are able to download and
cial intelligence (AI) be universally accessible, or should it be
interact with all significant open-source models. Subsequently,
restricted to private use? Is it worthwhile to offer basic models
users have the option to publish their models on the platform and
to the broad user population? We chose the most important data
compare their performance by adding them to the leaderboard,
from the primary website in the field, Hugging Face. We have
where all the models are benchmarked and ranked. The open-
developed a tool that allows for straightforward monitoring of
source community relies heavily on the distribution of models
the progress of various open-source AI models using data ob-
by large corporations, as creating a model from scratch is a hard
tained from their leader board. The platform offers accessible
undertaking [9]. This tool facilitates collaboration among open-
and valuable information about various AI models, including
source contributors, enabling them to collectively generate social
their architectures and the activities of authors. Through per-
media content, exchange ideas, and even publish concise articles.
forming a quick review with our tool, it becomes evident that the
In addition to the models, they have the ability to generate and
open-source community is becoming large and has an undeniable
upload useful datasets. It represents the most advanced and inno-
impact on the AI community.
vative developments in the field of open-source AI and Machine
Keywords learning.
An issue that has been observed is the absence of effective
LLM, open-source, AI, Hugging Face
visualization tools on Hugging Face, which would enable users
1 Introduction to easily see patterns and gain a comprehensive understanding
of the open-source AI area. In order to address this issue, we
Artificial intelligence, particularly large language models (LLMs),
have developed a sophisticated tool that offers users various
is an important topic in the computer industry today. Despite
viewpoints on the data.
the numerous fears and dogmas around it, it is certain that AI
has become an integral aspect of our lives. This research has 2 Literature review specifically concentrated on the development of a tool for moni-
Large Language Models (LLMs) have proven essential in enhanc-
toring the impact of the open-source community in the area of
ing software engineering (SE) tasks, demonstrating their effec-
artificial intelligence. As implied, these models are accessible to
tiveness in code comprehension Similar to conventional soft-
all individuals. There is considerable debate on whether this type
ware engineering tools, open-source cooperation is essential for
of technology should be universally accessible. We wanted to
achieving superior products in this area. [8]
investigate if the open-source community is actively contributing
The article authored by Patel et al. [9] emphasizes the sig-
to the development of the field, regardless of one’s philosophical
nificance of the open-source AI community and elucidates its
convictions. Due to the substantial computational requirements,
rapid growth in the wake of major industry leaders like Google,
it was previously impossible to execute Large Language Mod-
Microsoft, and OpenAI. An important milestone in this subject is
els on personal computers. As increasingly compact versions
often emphasized as the day when the LLama model was initially
with impressive capabilities are being produced, this scenario
made available to the open-source community. The community
undergoes a significant transformation. Currently, it is feasible
promptly recognized the possibilities and potential involved in
Permission to make digital or hard copies of all or part of this work for personal
this release.
or classroom use is granted without fee provided that copies are not made or
Due to its continuous growth, Hugging Face has emerged
distributed for profit or commercial advantage and that copies bear this notice and
the full citation on the first page. Copyrights for third-party components of this as the primary platform for exchanging machine learning (ML)
work must be honored. For all other uses, contact the owner /author(s).
models, resulting in an increasing level of complexity. A relational
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
© 2024 Copyright held by the owner/author(s).
1
https://doi.org/https://doi.org/10.70314/is.2024.sikdd.1 https://huggingface.co/
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Bogdan Šinik, Domen Vake, Jernej Vičič, and Aleksandar Tošić
database called HFCommunity was established to facilitate the data was categorized using several criteria, such as model type,
analysis and resolution of this issue [1]. model architecture, and amount of parameters. The data was
As previously said, open-source AI models offer an exten- initially selected and aggregated to ensure that all crucial com-
sive range of possibilities. At the recent conference, the authors ponents were easily accessible. All models that were categorized
[12] demonstrated their effective use of Hugging Face. Due to as flagged have been excluded from the dataset. In addition, we
the significant difficulty in developing a model with broad in- have collected data on the authors’ activities and conducted a
telligence, researchers have merged ChatGPT capabilities with study on that particular aspect. Once the data had been cleaned
models from HuggingFace using agentic architecture to get im- and prepared for visualization, we utilized the R ggplot library
pressive results in multiple domains. ChatGPT was tasked with to create visual representations of the data. A comprehensive
creating a plan of action and assigning specific duties to each R Shiny app was developed by aggregating all the visuals. We
open-source model based on their own areas of expertise. This chose to utilize Shiny because it is a great option for constructing
is an excellent demonstration of the influence and capabilities interactive data analysis solutions due to several factors. Firstly,
of the open-source community, given the familiarity with open it enables the development of web applications that are capable
models and their capabilities. of responding and adapting to real-time changes and user interac-
The article [6] examines the vulnerabilities associated with tions. This simplifies the process of exploring and analyzing data.
open-source AI. A much higher number of repositories with high Shiny easily incorporates with R, utilizing its robust statistical
vulnerabilities has been discovered compared to those with low and graphical functionalities to generate complex, interactive vi-
vulnerabilities, particularly in root repositories. This emphasizes sualizations without the need for experience in web technologies
the significance of ensuring the security of technology in order such as HTML, CSS, or JavaScript. [13] Finally, our application
to facilitate its utilization. was deployed to a server, making it accessible online.
In a recent paper [10], authors have analyzed the transparency
of Hugging Face pre-trained models regarding database usage 4 Results and licenses. The analysis revealed that there is often a lack of
The outcome of this study is the tool we have developed. The
transparency regarding the training datasets, inherent biases, 3
link may be accessed via the following URL. . It has six distinct
and licensing details in pre-trained models. Additionally, this re-
viewpoints, all conveniently accessible inside its tab. The ini-
search identified numerous potential licensing conflicts involving
tial figure, labeled as 1, displays both the count of new models
client projects. 159,132 models were examined. It was found that
and the distribution of various model types. Hugging Face has
merely 14% of these models explicitly identify their datasets with
identified five distinct categories of models: basic mergers and
specific tags. Furthermore, a detailed examination of a statisti-
moerges, fine-tuned on domain-specific datasets, chat models,
cally significant sample comprising 389 of the most frequently
continuously pretrained models, and pretrained models. If the
downloaded models showed that 61% documented their training
model did not belong to any of these classes, its type was classi-
data in some form.
fied as unknown. The user has the ability to effortlessly choose
their preferred categories, along with the desired time frame and
3 Methodology unit of aggregate (daily, weekly, or monthly). This allows the
We obtained the data by extracting the Open LLM Leaderboard viewer to clearly observe the evolution of model types and their
from Hugging Face [2] by saving the data server sent to the popularity over time. It is evident that fine-tuned models are
client. This data contains information about repositories of mod- predominantly utilized. This is logical, as users are adapting base
els that are currently on the leaderboard and the models that are models by training them on unique datasets to achieve specializa-
waiting to be evaluated for the leaderboard. A Python pipeline tion. Also, we can see that merged models are a relatively recent
2
was developed to clean and enrich this data available on . The phenomenon.
leaderboard data includes model architecture and precision as
well as the model type and performance on the following bench-
marks: ARC[3], HellaSwag[14], MMLU[5], TruthfulQA[7], Wino-
grade[11] and GSM8K[4]. In addition to the data provided on
the leaderboard, additional information on the given models was
obtained by using the HF API client. This included data about
repository contributors, tags, base models, used datasets, and
repo activity. It is important to note that the data is self-reported
by the developers and is not enforced by HuggingFace. Addition-
ally, the leaderboard includes duplicates due to developers being
able to replace models in the repository with different models
under the same name. This means the duplicates have the same
repository data but distinct performances. Due to the inability to
programmatically determine the current model in the repository, Figure 1: Popularity by model type over time
we chose the best-performing model under the repository name
as the model representing the repository when removing dupli- The second view, referenced as 2, has two interconnected
cates. Thus, all datasets were generated for further utilization. visualizations. The upper section displays the activity of the top
The following analysis was conducted using the R programming 10 authors within a specific range of dates. The display showcases
language. The data was mostly studied via the perspective of every model they have developed, along with its corresponding
time, as our focus was on identifying any obvious trends. The type. The lower section presents the average benchmark score for
2 3
https://github.com/VakeDomen/HF_analysis https://oai.dltlt.famnit.upr.si/
Interactive Tool for Tracking Open-source Artificial Intelligence Progress on Hugging Face Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
each model, organized by author. This visualization enables users Opt, GPT2, and GPT2-NeoX. All architectures that did not fit
to effortlessly monitor the most prominent authors and observe into any one category were classed as "Other". This perspective
their patterns and accomplishments in model development over has two graphics that depict popularity. The first comparison
time. Users have the ability to effortlessly choose a certain range assesses the popularity of a model relative to itself, depending on
of dates and also narrow down the list to the top 10 authors the number of new models introduced before. The second one
according to their preferences. It is evident that leading authors compares it to the average number of new models created, taking
typically do not adhere to trends and consistently provide models into account their architecture. Both are depicted by coloring the
of similar type. area, as it is the most convenient way to track. Users may analyze
the fluctuation in popularity of well-known model architectures
over time and examine how the rising popularity of a particular
architecture might impact the popularity of a certain architecture
of interest. The lower plot indicates that LLama and Mistral are
the predominant models; nonetheless, they have experienced
fluctuations throughout time, as visible on the upper plot.
Figure 2: Top authors activity over time
The following perspective 3 illustrates two aspects. The first
aspect is the alteration in the average benchmark score for each
model type as time progresses. The display showcases the top-
performing model for each category and time interval (daily,
weekly, or monthly). In addition to the dots representing each Figure 4: Change of popularity of main architectures over
model, we have incorporated a smooth line to aid the user in see- time
ing the temporal changes for a particular model type. Following
the first visualization, we have included a second visualization The graphic labeled as 5 illustrates the progressive improve-
that displays the total number of models for each model type ment of the key base models developed by famous companies.
within the chosen period range. Through these visualizations, This was accomplished by isolating each incremental improve-
users can easily identify the model type that experienced the ment in score over time, using the base model as a reference. In
most improvement and the model types that were mainly pro- order to fulfill this objective, we have chosen five distinct varia-
duced. We can see the trend, which indicates that open-source AI tions of LLama, Mistral, and Mixtral, as well as three iterations
models are improving, as evidenced by the improvement in aver- of Phi. The user may easily observe the overall improvement in
age benchmark scores across most of them. The overall number benchmark scores for each base model. In addition, users have
of models is rapidly increasing, indicating a rise in the popularity the ability to view the overall duration required for the model to
of open-source AI models. achieve its maximum performance. We have included a feature
that enables users to toggle the visibility of model labels, hence
enhancing visibility and facilitating more in-depth examination
according to their preferences. This allows the user to observe the
speed at which specific models reached their peak performance
and the extent of their improvement relative to the base models.
Figure 3: Change of benchmark score and total models per
type over time
The fourth perspective, as seen in Figure 4, examines the
changing popularity of various model architectures through-
out time. The following architectures have been chosen for this
specific objective: LLama, Mixtral, Mistral, Qwen2, Gemma, Phi, Figure 5: Evolution of famous base models
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Bogdan Šinik, Domen Vake, Jernej Vičič, and Aleksandar Tošić
The final view, as depicted in Figure 6, illustrates the impact [4] Karl Cobbe et al. 2021. Training verifiers to solve math word problems.
(2021). arXiv: 2110.14168 . [cs.CL]
of significant releases on the popularity of various model designs.
[5] Dan Hendrycks, Collin Burns, Steven Basart, Andy Zou, Mantas Mazeika,
As we have employed identical model designs to those in view
Dawn Song, and Jacob Steinhardt. 2021. Measuring massive multitask lan-
four, we have extracted and categorized all significant release guage understanding. (2021). arXiv: 2009.03300 . [cs.CY]
[6] Adhishree Kathikar, Aishwarya Nair, Ben Lazarine, Agrim Sachdeva, and
dates of these models. The user has the option to choose the
Sagar Samtani. 2023. Assessing the vulnerabilities of the open-source artifi-
time unit for aggregate, which can be either day, week, or month. cial intelligence (ai) landscape: a large-scale analysis of the hugging face
Users may quickly analyze the impact of significant releases and platform. In 2023 IEEE International Conference on Intelligence and Security
Informatics (ISI), 1–6. doi: 10.1109/ISI58743.2023.10297271.
observe how they influence the popularity and mass creation of
[7] Stephanie Lin, Jacob Hilton, and Owain Evans. 2022. Truthfulqa: measuring
specific models. We can observe the evident impact of the recent how models mimic human falsehoods. (2022). arXiv: 2109.07958 . [cs.CL]
[8] Zhihao Lin et al. 2024. Open-source ai-based se tools: opportunities and chal-
releases of LLama and Mistral for their popularity.
lenges of collaborative software learning. . arXiv preprint arXiv:2404.06201
[9] Dylan Patel and Afzal Ahmad. 2023. Google “we have no moat, and neither
does openai.”. , 4, 2023. SemiAnalysis. May
[10] Federica Pepe, Vittoria Nardone, Antonio Mastropaolo, Gerardo Canfora,
Gabriele Bavota, and Massimiliano Di Penta. 2024. How do hugging face
models document datasets, bias, and licenses? an empirical study.
[11] Keisuke Sakaguchi, Ronan Le Bras, Chandra Bhagavatula, and Yejin Choi.
2019. WINOGRANDE: an adversarial winograd schema challenge at scale.
(2019). arXiv: 1907.10641 . [cs.CL]
[12] Yongliang Shen, Kaitao Song, Xu Tan, Dongsheng Li, Weiming Lu, and
Yueting Zhuang. 2023. Hugginggpt: solving ai tasks with chatgpt and its
friends in hugging face. In . Advances in Neural Information Processing Systems
A. Oh, T. Naumann, A. Globerson, K. Saenko, M. Hardt, and S. Levine, editors.
Vol. 36. Curran Associates, Inc., 38154–38180. https://proceedings.neurips.c
c/paper_f iles/paper/2023/f ile/77c33e6a367922d003f f 102f f b92b658- Paper-
Conf erence.pdf .
[13] Carson Sievert. 2020. Interactive web-based data visualization with R, plotly,
and shiny. Chapman and Hall/CRC.
[14] Rowan Zellers, Ari Holtzman, Yonatan Bisk, Ali Farhadi, and Yejin Choi.
Figure 6: Effect of big releases on architecture of produced 2019. Hellaswag: can a machine really finish your sentence? (2019). arXiv:
models 1905.07830 . [cs.CL]
5 Conclusion and future work
Given the growing importance of Artificial Intelligence in mod-
ern culture, it is beneficial to explore the free solutions that are
accessible rather than just depending on commercial alternatives.
This paper offers valuable insights into a tool designed to simplify
the examination of trends in open-source AI in a user-friendly
manner. It offers various viewpoints and enables users to acquire
knowledge and reach certain conclusions about the subject. Hug-
ging Face has the capability to function as an excellent tool for
finding a certain model. As time progresses, open-source AI is
expected to provide a growing contribution to the AI community
and provide more specific applications for models that could be
ignored by big organizations.
We aim to enhance the functionality of our Shiny application
by incorporating more perspectives and expanding the range
of data interaction options. Our objective is to ensure that the
system is as updated as possible. Besides that, we want to conduct
a comprehensive analysis of the data to identify patterns and
correlations inside this group. We aim to assess the potential of
these models and examine their capabilities and potential uses
in addressing real-world issues. We would like to analyze the
sustained popularity and efficacy of these models over a longer
time frame.
References
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(SANER), 728–732. doi: 10.1109/SANER56733.2023.00080.
[2] Edward Beeching, Clémentine Fourrier, Nathan Habib, Sheon Han, Nathan
Lambert, Nazneen Rajani, Omar Sanseviero, Lewis Tunstall, and Thomas
Wolf. 2023. Open llm leaderboard. https://huggingf ace.co/spaces/open- llm-
leaderboard/open_llm_leaderboard. (2023).
[3] Peter Clark, Isaac Cowhey, Oren Etzioni, Tushar Khot, Ashish Sabharwal,
Carissa Schoenick, and Oyvind Taf jord. 2018. Think you have solved ques-
tion answering? try arc, the ai2 reasoning challenge. (2018). arXiv: 1803.054
57 . [cs.AI]
Multilingual Hate Speech Modeling
by Leveraging Inter-Annotator Disagreement
Patricia-Carla Grigor∗ Bojan Evkoski Petra Kralj Novak
University of Vienna evkoski_bojan@phd.ceu.edu novakpe@ceu.edu
Vienna, Austria Central European University Central European University
Vienna, Austria Vienna, Austria
Jožef Stefan Institute
Ljubljana, Slovenia
Abstract challenge is the subjectivity of hate speech, as annotators often
As social media usage increases, so does the volume of toxic disagree due to diverse backgrounds and perspectives.
content on these platforms, motivating the Machine Learning To address this challenge, researchers have proposed alterna-
(ML) community to focus on automating hate speech detec- tive methodologies to ground-truthing, including the incorpo-
tion. While modern ML algorithms are known to provide nearly ration of diverse perspectives into the training and evaluation
human-like results for a variety of downstream Natural Lan- pipelines of ML models [1, 14]. One such approach is introduced
guage Processing (NLP) tasks, the classification of hate speech by [7], who train monolingual hate speech classifiers in several
is still an open challenge, partially due to its subjective anno- languages directly on datasets that include disagreement. As an
tation, which often leads to disagreement between annotators. alternative to gold-standard data, such data is referred to as dia-
This paper adopts a perspectivist approach that embraces sub- mond standard data, based on the assumption that more than one
jectivity, leveraging conflicting annotations to enhance model single truth exists. In terms of evaluation, the researchers focus
performance in real-world scenarios. A state-of-the-art multi- on the evaluation of models from the perspective of disagreement,
lingual language model for hate speech detection is introduced, with the ultimate goal of estimating the agreement between the
trained, and evaluated using diamond standard data with metrics annotators themselves, as well as between models and annotators
that consider disagreement. Various strategies for incorporat- by using the appropriate metrics. Their main findings indicate
ing disagreement are compared in the process. Results demon- that disagreement between annotators represents an intrinsic
strate that the model performs equally or better on all evalu- limitation to the performance that can be achieved by automated
ated languages compared to respective monolingual models and systems.
drastically outperforms on multilingual data. This highlights This paper aims to explore the potential of training a multilin-
the effectiveness of multilingual and perspectivist methods in gual hate speech model, as well as further explore the ideas of
addressing the complexities of hate speech detection. The pre- incorporating inter-annotator disagreement in model training.
sented multilingual hate speech detection model is available at: Therefore, at the basis of this paper lie the following research
https://huggingface.co/IMSyPP/hate_speech_multilingual. questions:
- How does the performance of multilingual hate speech classifiers
Keywords trained on diamond standard data compare to the performance of
monolingual models?
hate speech detection, inter-annotator disagreement, multilin-
- How can inter-annotator disagreement be effectively incorporated
gual language modeling
into the classifier fine-tuning process?
1 In light of these research questions, the expected outcomes Introduction
are twofold: (1) multilingual classifiers trained on diamond stan-
The phenomenon of hate speech, which is typically defined as dard data are anticipated to outperform monolingual models,
offensive or derogatory language targeting individuals or groups and (2) incorporating inter-annotator disagreement is expected
based on characteristics such as race, religion, ethnic origin, sex- to enhance sensitivity to nuanced hate speech. These findings
ual orientation, disability, or gender [2], has become a significant could benefit computational linguistics research and social me-
problem on social networks in recent years, with communities dia providers by informing the development of more effective
being increasingly exposed to toxic content as the networks content moderation algorithms.
grow and become more interconnected [13, 3]. Consequently,
the Machine Learning (ML) and computational linguistics com- 2 Related Work munities have begun developing content moderation strategies
using advanced algorithms and Natural Language Processing Several methods exist for incorporating disagreement into ML
(NLP) techniques to detect hate speech [10, 11]. However, a key training pipelines [12, 5], but few focus on hate speech detec-
tion. One approach is presented in [7], where monolingual hate
∗The first author conducted the research with significant input from the second au- speech classifiers were trained for English, Italian, and Slovenian.
thor, under the supervision and guidance of the third author. All authors contributed
to writing the manuscript. These classifiers utilized diamond standard datasets sourced from
YouTube and Twitter, employing a consistent annotation process
Permission to make digital or hard copies of all or part of this work for personal for each language. Their main findings indicate that, according to
or classroom use is granted without fee provided that copies are not made or the accuracy scores, the annotators demonstrated a high degree
distributed for profit or commercial advantage and that copies bear this notice and
the full citation on the first page. Copyrights for third-party components of this of agreement in approximately 80% of the cases across all three
work must be honored. For all other uses, contact the owner/author(s). datasets. In terms of Krippendorff’s ordinal alpha score, which
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia considers both agreement by chance and the ordering of classes
© 2024 Copyright held by the owner/author(s).
https://doi.org/https://doi.org/10.70314/is.2024.sikdd.7 (from least to most severe), the agreement score is approximately
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Patricia-Carla Grigor, Bojan Evkoski, and Petra Kralj Novak
0.6 for all three languages. Furthermore, the evaluation results 3.2 Model Selection and Fine-Tuning
indicate that the performance of each model aligned with the Our proposed multilingual hate speech model builds on the pre-
inter-annotator agreement, both in terms of accuracy and the trained XLM-R transformer model [4], chosen for its proven
alpha score. This implies that the performance of models is inher- effectiveness in cross-lingual understanding and its ability to
ently constrained by the level of agreement among annotators. handle a wide range of languages. This provides a robust founda-
Consequently, when trained on diamond standard data, it is un- tion for fine-tuning and optimization, particularly since English,
likely that the performance of these models can significantly Italian, and Slovenian—the languages used for fine-tuning—were
surpass human performance. included in XLM-R’s pre-training. To explore various strategies
This work was built upon these findings through investigat- for incorporating annotator disagreement during training, three
ing the potential of multilingual models to enhance hate speech model variants were fine-tuned on the previously presented
detection, with the aim of broadening their applicability across datasets, referred to in the tables as MDA, MDD, and MRD, re-
diverse linguistic contexts. Additionally, strategies for incorpo- spectively.
rating annotator disagreement were explored, with the goal of To address class imbalance and enhance model performance
improving model performance to approach human-level accuracy on minority classes, a custom training loop with a weighted
and agreement. cross-entropy loss function was implemented, as proposed in [9].
3 The class weights were calculated to be inversely proportional Method
to the frequency of each hate speech class within the training
This section details the methodology for training and evaluating data. The hyperparameters for the fine-tuning process included a
the multilingual hate speech classifier presented in this paper. It −6 learning rate of 6 × 10, a batch size of 8, and 3 training epochs.
begins with a brief overview of the datasets used, followed by During the training phase, the AdamW optimizer was employed
an explanation of the chosen pre-trained language model that to optimize the model parameters. The fine-tuning process was
serves as the foundation for fine-tuning. The section concludes implemented using PyTorch. with a description of the methods employed for evaluating the
models. 3.3 Model Evaluation
3.1 Datasets In terms of evaluation, the approach introduced in [7] was repli-
cated in order to compare the performance of the multilingual
Three monolingual datasets, i.e. the English (Youtube), Italian
(Youtube) and Slovenian (Twitter) datasets, introduced in [7] classifiers to human judgment from the perspective of disagree-
ment. This was achieved by employing identical measures to
served as the basis for our multilingual model. Each item was
annotated by two annotators independently, assigned to one of estimate the agreement between human annotators, as well as
the agreement between annotators and models. Accuracy, F1
four available classes: [Appropriate], [Inappropriate], [Offensive],
score and, most notably, Krippendorff’s ordinal alpha were used
and [Violent]. In the case of conflicting labels, both annotating
to evaluate all models in this research.
instances were kept.
Rarely used in ML applications, Krippendorff’s alpha is a ro-
To explore strategies for incorporating disagreement, three
multilingual datasets were created. First, the bust measure for assessing inter-rater reliability, accounting for Duplicate All (DA)
agreement beyond what might occur by chance. It is applicable
dataset, which contains all instances by their respective two anno-
tators from the three monolingual datasets. Second, the across various data types (nominal, ordinal, interval, and ratio Duplicate
scales) and is particularly effective in dealing with missing data.
Disagreement (DD) dataset, in which instances where annotators
The value of Krippendorff’s alpha ranges from -1 to 1, where 1
disagreed appear twice with their respective conflicting labels,
indicates perfect agreement and 0 suggests agreement equivalent
while instances that they agreed upon appear only once, creat-
to chance. Generally, an alpha above 0.80 is considered a strong
ing a more balanced training set that reflects both agreement
and disagreement, potentially preventing the models from be- agreement, while in hate speech datasets, the alpha values range
from 0.25 to 0.65. For a detailed discussion, see Krippendorff [8].
ing biased towards instances where annotators agree. And third,
the Remove Disagreement (RD) dataset, which consists only of 4 Results instances where annotators agree. Thus, the first two datasets
contain diamond standard data, while the third dataset can be This section presents the evaluation results on the multilingual
considered a gold standard dataset in which disagreement has model and its variants. It starts with an evaluation from the
been explicitly removed. perspective of inter-annotator and model-annotator agreement.
All instances in these datasets have undergone the same pre- Then, the class specific evaluation results, as well as a model
processing steps, such as replacing links and usernames with comparison based on the models’ average scores are presented.
placeholders. This step was undertaken to mitigate any potential The models are also compared to monolingual baselines fine-
biases associated with certain names, as discussed in [6]. Table 1 tuned on data for their respective languages, including the BERT
presents an overview of the label distribution across the three model for English, AlBERTo for Italian, and CroSloEngual for
multilingual training sets. The datasets used for monolingual Slovenian, as presented in [7].
evaluation are the unmodified evaluation sets presented in [7].
4.1 Inter-Annotator and Model-Annotator
Agreement
Table 1: Label distribution of the multilingual train sets
The inter-annotator agreement was computed on the evaluation
Dataset Acceptable Inappropriate Offensive Violent sets for each language using Krippendorff’s alpha and accuracy.
DD The same measures were also used to compute the agreement 111,324 DA 191,677 11,005 112,833 7,145
8,346 72,706 4,992
RD between the annotators and the models. The results are presented 80,573 2,661 40,255 2,161
in Table 2.
Multilingual Hate Speech Modeling by Leveraging Inter-Annotator Disagreement Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
Table 2: Inter-Annotator Agreement compared to model-annotator agreement in terms of Krippendorff’s ordinal alpha (𝛼)
and Accuracy (Acc.) for the models Multilingual Duplicate All (MDA), Multilingual Duplicate Disagreement (MDD), and
Multilingual Remove Disagreement (MRD) based on the language-specific evaluation sets
Dataset Inter-Annotator Agreement MDA MDD MRD
𝛼 𝛼 𝛼 𝛼 Acc. Acc. Acc. Acc.
English 58.19 82.91 55.89 79.97 50.18 76.47 57.90 81.41
Italian 57.00 81.79 58.29 82.00 56.15 80.43 57.84 82.69
Slovenian 56.62 79.43 55.74 78.60 52.95 76.52 55.15 78.84
First, in the case of inter-annotator agreement, annotators Table 3: Model evaluation results in terms of class-specific
agree around 80% of the time in terms of accuracy, with an accu- F1 scores on the English dataset. The Total score was calcu-
racy score between 79% and 82% across all three datasets. How- lated using the weighted F1 score. The first three models
ever, accuracy does not account for class imbalance, nor the represent the monolingual baselines. The subsequent mod-
ordering of the classes. A more appropriate estimate of the agree- els represent the multilingual models
ment is computed through Krippendorff’s ordinal alpha. Here, Model Appropriate Inappropriate Offensive Violent Total the annotators achieve an agreement score alpha in the values
between 0.56 and 0.58 across the three languages. IT EN 89.38 28.95 68.36 24.17 83.44 85.25 13.81 0.41 0.00 63.39
Second, in terms of agreement between annotators and mod- SL 88.01 25.17 49.69 2.88 77.71
els, the same metrics were applied. The results demonstrate a MDA 86.10 39.16 68.24 27.82 81.09
consistent level of agreement between the models and annotators MRD MDD 83.33 34.16 65.07 24.52 78.20 87.43 29.90 69.02 27.27 82.18
across all cases. Based on accuracy scores, all models align with
at least one annotator approximately 80% of the time, with alpha
values comparable to inter-annotator scores. In most instances,
the models achieve the upper limit of inter-annotator agreement,
[Offensive] were achieved by the MDA variant, once again show-
and in some cases, even exceed it (e.g., Italian Multilingual Du-
ing the superiority of the Duplicate All (DA) strategy.
plicate All MDA). This suggests that the models are effectively
In the case of the Slovenian dataset, the observed phenomena
learning consistent patterns or biases that align well with one or
slightly differ from the previous ones. The evaluation results are
more annotators. Such outcomes are expected in scenarios where
presented in Table 5. Here, two of the multilingual variants (MDA
annotator disagreement is largely due to subjective interpreta-
and RD) outperform the Slovenian monolingual model overall,
tion. This should not be construed as the model being inherently
despite predicting worse on the [Appropriate] class. Notably, the
superior, but rather as an indication of its efficiency in modeling
monolingual model outperforms all models on the [Violent] class,
the predominant patterns present in the training data.
which has not been the case for the other languages. This could
Third, a comparison between the multilingual variants shows
be due to language specifics that the multilingual model fail to
that the Duplicate Disagreement (DD) strategy consistently shows
capture, or to the specifics of the CroSloEngual BERT which is
worse alpha scores, meaning that emphasizing only on disagree-
also heavily pre-trained on Croatian and Slovenian data. Once
ment might be detrimental in training. No consistent difference
again, the DA disagreement strategy shows slight superiority
between Duplicate All (DA) and Remove Duplicates (RD) is evident
over RD.
from the experiments.
Finally, Table 6 shows the average scores of all models, achieved
by averaging their combined (weighted) F1 scores across all three
4.2 Model Comparison languages. Summarizing the multilingual superiority, these final
To evaluate the performance of the models across the four hate results show how monolingual models drastically falter on un-
speech classes, the F1 score was used. Additionally, the combined seen languages, while the multilingual models have the capacity
(weighted) F1 score was computed for each model to assess their to reach the inter-annotator agreement ceiling for all languages.
overall performance. To determine the best-performing model, While overall results show that the Remove Disagreement (RD)
the weighted F1 scores were averaged across all three languages. gold standard strategy for incorporating disagreement is best, one
Table 3 shows the results achieved by each of the models on the should be cautious when making such conclusions. Class-specific
English evaluation set. In the case of the English dataset, the re- results show that the Duplicate All (DA) strategy outperforms
sults show that the multilingual model outperforms the baseline in all the classes most relevant to hate speech detection, except
monolingual English model across all classes except the [Appro- for [Appropriate], which is the least relevant class. Another dif-
priate] class, a case in which it still performs competitively. The ference is that the MDA model involved training longer on the
variant which achieved the highest score on the minority classes same data which might have resulted in improvement on mi-
is the nority classes and saturation on the majority class. For a future MDA model, with an F1 score of 39.16 for the [Inappropri-
ate] class and an F1 score of 27.82 for the [Violent] class. This fairer comparison, the fine-tuning process on gold standard data
is most likely due to introducing the weighted cross-entropy should be adjusted accordingly. The MDA variant of the model is
loss function, which was effective in improving performance on available at: https://huggingface.co/IMSyPP/hate_speech_multil
underrepresented classes, a procedure which was not performed ingual.
in [7].
Similar patterns emerge on the Italian dataset (Table 4). The 5 Discussion
multilingual model is competitive to the monolingual model In recent years, automated hate speech detection has become
while outperforming the Italian baseline on the minority classes. crucial for moderating online content and mitigating the nega-
The highest scores on the most important classes [Violent] and tive impact on social dynamics within online communities. This
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Patricia-Carla Grigor, Bojan Evkoski, and Petra Kralj Novak
Table 4: Model evaluation results in terms of class-specific XLM-R transformer. By leveraging multilinguality, the model
F1 scores on the Italian dataset significantly outperforms monolingual baselines, demonstrating
Model its effectiveness across diverse linguistic contexts. This high- Appropriate Inappropriate Offensive Violent Total
lights the potential of multilingual approaches in improving hate
EN 86.27 1.28 1.05 0.00 67.42 speech detection, especially in scenarios where content spans IT 91.32 58.46 59.02 40.34 83.22
SL 86.23 0.76 3.25 0.00 65.95 multiple languages.
MDA 89.77 58.45 60.42 44.97 82.38 Additionally, this research incorporates inter-annotator dis-MDD 88.95 56.04 58.31 39.85 81.19
MRD 90.41 55.46 59.49 38.78 82.50 agreement into the fine-tuning process using diamond standard
data, offering a valuable alternative to traditional gold-standard
Table 5: Model evaluation in terms of class-specific F1 models. By embracing rather than ignoring annotator disagree-
scores on the Slovenian dataset ment, the model better reflects the nuances of subjective anno-
tations, enhancing its real-world applicability. However, while
Model Appropriate Inappropriate Offensive Violent Total this approach shows promise, annotator disagreement continues
EN 79.93 3.98 2.34 0.00 53.84 to present challenges, indicating that further work is needed to
IT 79.84 3.80 1.24 0.00 53.43 fully address its impact on model performance.
SL 85.70 43.69 65.26 29.12 78.39
MDA 84.30 45.22 69.69 24.79 78.88 Future research could extend this work by evaluating the mod-
MDD 82.33 43.39 68.59 23.84 77.19 els on additional languages, exploring alternative baseline models,
MRD 84.98 38.47 68.40 15.50 78.80 refining strategies for incorporating annotator disagreement and
handling minority classes. As online hate speech extends its im-
Table 6: Average performance of models based on class- pact, developing robust, multilingual content moderation systems
weighted F1 scores across three languages
is crucial to maintaining safe and inclusive digital environments.
Model Avg. Weighted F1 Score (all languages) 7 Acknowledgments
EN 68.23 The authors acknowledge partial financial support from the Slove-
IT 66.68 nian Research Agency (research core funding no. P2-103).
SL 74.02
MDA 80.78 References
MDD 78.86
MRD 81.16 tion is not as easy as you may think: a closer look at model validation. In [1] Aymé Arango, Jorge Pérez, and Barbara Poblete. 2019. Hate speech detec-
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6 Conclusions e598.
This paper advances automatic hate speech detection by introduc-
ing a novel multilingual model fine-tuned on the state-of-the-art
Predicting Pronunciation Types
in the Sloleks Morphological Lexicon of Slovene
1,2
Jaka Čibej
jaka.cibej@f f.uni- lj.si
jaka.cibej@ijs.si
1Faculty of Arts, University of Ljubljana
2Jožef Stefan Institute
Ljubljana, Slovenia
Abstract representation, with some exceptions and several predictable
phoneme assimiliations (such as the assimilation of voiceless
We present an experiment dealing with the automatic prediction
of pronunciation types for lemmas in the
Sloleks Morphologi- consonant phonemes to their voiced equivalents ‘music’, glasba
cal Lexicon of Slovene IPA: / /, or vice-versa, voiced-to-voiceless, ‘to "gla:zba podpreti
. We perform a statistical analysis on a
support’, IPA: / /). pOt"pre:ti
number of mostly 𝑛-gram-based features and use a set of sta-
However, not all entries in Sloleks follow Slovene G2P prin-
tistically significant features to train and test several machine
ciples. For a number of words, particularly proper nouns de-
learning models to discriminate between lemmas for which a pho-
noting people ( , ), locations ( , Shakespeare Sharon Sydney Birm-
netic transcription can be generated automatically using Slovene
grapheme-to-phoneme (G2P) conversion rules (e.g. ), and ingham Newyorčan Novak ), inhabitants ( ‘New Yorker’), etc.; as well as
adjectives derived from proper nouns ( ‘pertaining to aachenski
lemmas with pronunciation that follows other G2P rules (e.g.
Shakespeare Aachen’, ‘belonging to Acroni’), the phonetic transcrip- Acronijev
).
tion cannot be generated using Slovene G2P rules. In such cases
Keywords with foreign orthographic elements that indicate relations be-
tween graphemes and phonemes that are unusual for Slovene,
grapheme-to-phoneme conversion, pronunciation types, mor-
Slovene linguistic and lexicographic practice (see e.g. [5]) first re-
phological lexicon, proper nouns, Slovene
quires a transliteration into the closest equivalent using Slovene
graphemes, which can then be used to generate the phonetic tran-
1 Introduction scription using Slovene G2P rules (e.g. Newyorčan → njújórčan
The [2] is the largest Sloleks Morphological Lexicon of Slovene → "nju:"jo:rtSan IPA: / /).
open-access database containing machine-readable information Because of this, it is necessary to discriminate between differ-
on the morphological properties of Slovene lemmas (e.g. ent : categories of words that follow Slovene miza pronunciation types
‘table’, noun, common, feminine) and their inflected forms (e.g. G2P rules ( ) and those that do not (e.g. ; Slovene G2P Other G2P
mize, singular, genitive; mizo, singular, accusative). Since version more on this in Section 2). Pronunciation types denote the manner
2.0 [3], each lemma and inflected form also contains accentuated in which the phonetic transcription of the word can be generated.
forms (e.g. ) and phonetic transcriptions in the International In some cases, assigning the pronunciation type to a lemma is míza Phonetic Alphabet (IPA) and its equivalent X-SAMPA (e.g. IPA:
trivial – if the lemma contains a grapheme that is not part of
/ 2 "mi:za x y w q Other
/, X-SAMPA: /"mi:za/). Both transcriptions were generated the Slovene alphabet (e.g. , , , ), it belongs into the
automatically from accentuated forms, first in version 2.0 using a category (e.g. , ). There are, however, many G2P Byron Oxford
rudimentary rule-based system, then again in 3.0 with a greatly exceptions that belong in the category despite being Other G2P
improved and linguistically informed rule-based grapheme-to- comprised entirely of Slovene graphemes (e.g. , ). Matt Sharon
1
phoneme (G2P) conversion tool for Slovene. In Sloleks 3.0, the first cca. 100,000 lemmas that had been part
Rule-based G2P conversion for Slovene (particularly from ac- of version 2.0 were manually annotated with pronunciation types,
centuated forms) yields very good results and leaves only a mi- whereas the 264,000 new entries (added automatically from the
nority of issues to be resolved manually because in terms of its [6]) still lack this Gigafida 2.0 Corpus of Modern Standard Slovene
orthographic depth, Slovene features a shallow orthography ([9])
information. Because manual annotation from scratch is time-
in which each grapheme in the alphabet generally corresponds consuming, we performed an experiment to determine to what
to one phoneme (see e.g. [4]) and the spelling-sound correspon- degree the pronunciation type can be predicted automatically by
dence is relatively direct ([1]; [11]): the pronunciation rules allow relying on the scarce linguistic and morphosyntactic information
for words to be pronounced correctly based on their graphemic that can be extracted from an individual lemma.
The paper is structured as follows: we describe the dataset
1 Pregibalnik
The Slovene G2P tool is part of , a piece of software used for the
that was used for the statistical analysis and machine learning
automatic expansion of the : https://github Sloleks Morphological Lexicon of Slovene
.com/clarinsi/SloInf lector It was developed within the experiment (Section 2), as well as the process of feature selection Development of Slovene in
the Digital Environment project. The Slovene G2P converter is also available as an (Section 3). We train several machine-learning models and evalu-
API-service: https://orodja.cjvt.si/pregibalnik/g2p/docs
ate their performance using 10-fold cross-validation (Section 4).
Finally, we manually evaluate a sample of automatically anno-
Permission to make digital or hard copies of all or part of this work for personal
or classroom use is granted without fee provided that copies are not made or tated entries (Section 5) and conclude the paper with our plans
distributed for profit or commercial advantage and that copies bear this notice and
for future work (Section 6).
the full citation on the first page. Copyrights for third-party components of this
work must be honored. For all other uses, contact the owner /author(s).
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia 2Although ć and đ are not part of the Slovene alphabet, they are phonemically © 2024 Copyright held by the owner/author(s). transparent and frequently occur in names of Slovene citizens, so they are not
https://doi.org/https://doi.org/10.70314/is.2024.sikdd.2 counted as foreign characters for the purposes of this task.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Čibej
Table 1: Lemmas in Sloleks 3.0 by Pronunciation Type Table 3: Statistically Significant Features by Category
Pronunciation Type Frequency % Feature Category Number
- 264,538 72.41% Percentage of characters 1 Slovene G2P
Slovene G2P 94,750 25.93% Morphosyntactic features 3
Other G2P 3,066 0.84% General character-level 𝑛-grams 1,119
Numeral 1,840 0.50% Initial character-level 𝑛-grams 398
Acronym 845 0.23% Final character-level 𝑛-grams 468
Slovene G2P with minor deviation 113 0.03% General robust CVC 𝑛-grams 66
Abbreviation 70 0.02% Initial robust CVC 𝑛-grams 44
Ambiguous G2P 69 0.02% Final robust CVC 𝑛-grams 39
Symbol 49 0.01% General finegrained CVC 𝑛-grams 157
Total Initial finegrained CVC 𝑛-grams 102 365,340 100.00%
Final finegrained CVC 𝑛-grams 93
Total 2,490
Table 2: Lemmas in Sloleks 3.0 with Other G2P pronuncia-
tion type by Morphosyntactic Properties
Morphosyntactic Properties alphabet as well as and ); (b) morphosyntactic features (e.g. ć đ Frequency %
noun, proper, masculine 5 ); (c) relative frequencies of character-
Adjective, possessive 1,092 35.62%
level uni-, bi-, and trigrams within the lower-cased lemma (e.g.
Noun, proper, masculine 958 31.25% Matt → 𝑓𝑟 𝑚 , ( ) 𝑓 , ..., 𝑟 ( 𝑎 𝑓𝑟 𝑚𝑎 , ) ( ) 𝑓𝑟 𝑎𝑡 , ..., ( ) 𝑓𝑟 𝑚𝑎𝑡 , ...); (d) rela-( ) Noun, proper, feminine 713 23.26%
tive frequencies of character-level uni-, bi-, and trigrams from
Adjective, general 142 4.63%
a robust CVC-conversion of the lemma, substituting consonant
Noun, common, masculine 127 4.14% C V Matt →
graphemes with and vowel graphemes with (e.g.
Noun, common, feminine 20 0.65% CVCC → ( ) ( ) ( ) ( ) ( )
𝑓 𝐶 , 𝑓 𝑉 , ..., 𝑓 𝐶𝑉 , 𝑓 𝑉 𝐶 , ..., 𝑓 𝐶𝑉 𝐶 , ...); (e) rel-
𝑟 𝑟 𝑟 𝑟 𝑟
Adverb, general 10 0.33%
ative frequencies of character-level uni-, bi-, and trigrams from a
Noun, common, neuter 2 0.07% 6 Matt → ZVKK
finegrained CVC-conversion of the lemma (e.g.
Verb, main, imperfective 2 0.07% → 𝑓𝑟 𝑍 , ( ) 𝑓𝑟 𝑉 , ..., ( ) 𝑓𝑟 𝑍 𝑉 , ( ) 𝑓𝑟 𝑉 𝐾 , ..., ( ) 𝑓𝑟 𝑍 𝑉 𝐾 , ...) ( )
Total 3,066 100.00% For (c), (d), and (e), the initial and final uni-, bi-, and trigrams
of the lemma were extracted separately as well, as in some cases
the position of the 𝑛-gram in the word can be indicative of one
2 Dataset class over another.
For general character-level 𝑛-grams, the first 1,498 with a fre-
Sloleks 3.0 contains a total of 365,340 entries, but only approxi-
quency of at least 500 across all Sloleks 3.0 lemmas were analyzed;
mately 28% have been manually assigned one of 8 pronunciation
3 these cover cca. 88.34% of all 𝑛-gram occurrences. For robust CVC
types (as shown in Table 1). For the classification task, we focus
only on the two most frequent pronunciation types (
Other G2P and finegrained CVC 𝑛-grams, all were analyzed. We performed
and ).
Slovene G2P 4 the Kruskal–Wallis H test [7] (k=2, n=97,056) on a total of 6,148
7
In terms of their morphosyntactic features, the
Other G2P features, out of which 2,490 (40%) were statistically significant.
Statistically significant features by categories are shown in Table
lemmas mostly consist of possessive adjectives and proper nouns,
3. 1,146 features are more indicative of and 1,344 are Slovene G2P
collectively accounting for cca. 90% of the category (as shown in
more indicative of . As shown in Table 4, only three Other G2P
Table 2), but only 15% of the portion of Sloleks annotated with
of the top 10 general 𝑛-grams indicative of actually Other G2P
pronunciation types.
contain non- characters, confirming that detecting Slovene G2P
The final dataset for statistical analysis and machine learning
consisted of 94,863 lemmas (e.g. , , dekadentnost Košak
Slovene G2P lemmas from the category is more complex and re- Other G2P
prefiltriran quires more than simply taking into account non-) and 3,066Slovene G2P Other G2P lemmas (e.g. Elizabeth , Presley ,
Sinclaire graphemes.
).
3 Statistical Analysis and Feature Selection 4 Pronunciation Type Prediction
From each lemma, we extracted a series of features that could help The identified features (along with several placeholder 𝑛-grams
discriminate between the two classes: (a) percentage of to take into account any graphemes not covered in the initial Slovene
G2P graphemes within the lemma (i.e. graphemes of the Slovene dataset) were taken into account to develop a custom vectorizer
that converts a given lemma and its lexical features based on
3
It should be noted that all the inflected forms within the entry effectively inherit
the MulText-East v6 (MTE-6) Morphosyntactic Specifications for
the pronunciation type.
4 Ambiguous G2P
Symbols in Sloleks are rare, along with entries within the category
(where an entry can either follow Slovene G2P rules or not, depending on the
5 Í ( ) = ( )/ ( )
context – e.g. as a Slovene name: / /; or as an English name with Relative frequencies were calculated as 𝑓𝑟 𝑥𝑛 𝑓𝑎 𝑥𝑛 𝑓𝑎 𝑦𝑛 , e.g. the Amanda am"a:nda a pronunciation adjusted to the Slovene set of phonemes: . Abbrevi- absolute frequency of 𝑛-gram 𝑥 of length 𝑛 within the lemma divided by the sum /9m"E:nda/) ations and numerals are easily identifiable, and while acronyms have a separate of absolute frequencies of each 𝑛-gram 𝑦 of length 𝑛 within the lemma.
6
manner of generating phonetic transcriptions which also depends on their morpho- In the finegrained CVC-conversion, consonant graphemes were generalized into
logical patterns, they are also mostly identifiable with rules. Because of its rarity more finegrained categories, e.g. graphemes denoting Slovene sonorants (M), voiced
and similarity to , the category was (G) and voiceless obstruents (K), foreign consonants (X), etc. Slovene G2P Slovene G2P with minor deviation
merged into for the classification task. Effect size was calculated as 𝜂 𝐻 𝑘 1 𝑛 𝑘 , as reported in [10]. = ( − + )/( − )
Slovene G2P 7 2
Predicting Pronunciation Types in Sloleks Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
Table 4: Top 10 Statistically Significant General Character- Table 6: Confusion Matrix for Linear Support Vector Clas-
Level 𝑛-Grams by Effect Size ( 2 𝜂) sifier
𝑛 𝜂 True-Gram H p Means →
2
y ↓ Í Predicted Slovene G2P Other G2P 11509.36 p ≤ 0.0001 0.1186 𝜇 < 𝜇 𝑆 𝑂
w 9595.25 p 0.0001 0.0989 𝜇𝑆 ≤ < 𝜇 Slovene G2P 18,939 140 19,079 𝑂
ch 7558.60 p 0.0001 0.0778 𝜇 < 𝜇 Other G2P 34 507 ≤ 473
𝑆 𝑂
ll 6295.96 p 0.0001 0.0649 𝜇 < 𝜇 18,973 613 -
≤ Í
𝑆 𝑂
ss 3804.26 p 0.0001 0.0392 𝜇𝑆 < 𝜇𝑂 ≤
nn 3220.65 p 0.0001 0.0332 𝜇 < 𝜇 ≤
𝑆 𝑂
th 2973.89 p 0.0001 0.0306 𝜇𝑆 < 𝜇𝑂 ≤ Table 7: Confusion Matrix for Manual Evaluation
wa 2761.53 p 0.0001 0.0284 𝜇 < 𝜇 ≤
𝑆 𝑂
tt 2745.10 p 0.0001 0.0283 𝜇𝑆 ≤ < 𝜇𝑂 True →
co 2571.20 p 0.0001 0.0265 𝜇 < 𝜇 Í Predicted ≤ ↓ 𝑆 𝑂 Slovene G2P Other G2P
Slovene G2P 9 95 86
Table 5: Model Performance Based on 10-Fold Cross- Other G2P 14 91 105 Validation Í 100 100 -
Model A BA P R F1 ROC AUC
LinearSVC 87.87 96.36 87.87 91.64 98.89
99.08 ‘a’ is pronounced as / /, but this cannot be discerned from the E
graphemic representation itself. Other misclassified examples are
Multin. NB 97.38 79.17 78.12 79.17 78.62 96.55
more obviously pertaining to , e.g. , Other G2P Dorfmeister Faulkn-
kNN (k=5) 98.25 75.17 93.67 75.17 81.74 91.63
erjev, Flaubertov, Heisenbergov, Balfourjev. This might indicate
Majority 96.87 - - - - -
that not all indicative 𝑛-grams have been included as features
(e.g. ‘ei’, ‘ou’), possibly for lack of evidence in the original dataset
or because they are less frequent and have not been included in
8
Slovene into a 2,500-dimensional numerical vector. The entire
the initial batch of statistical tests. As the lexicon expands with
dataset was converted into vectors and split into a training set
new entries, the model will be updated with new examples and
9
(80%) and a test set (20%), both stratified by class. Three models
new features to potentially improve performance.
(Linear Support Vector Classifier (LinearSVC), Multinomial Naive
Bayes Classifier (Multin. NB), and k Nearest Neighbors Classifier 5 Manual Evaluation (kNN)) were trained and evaluated with 10-fold cross-validation.
10 We trained a new instance of the LinearSVC model on the entire
The results are listed in Table 5 and show that LinearSVC out-
dataset and used it to annotate the remaining cca. 264,000 lemmas
performs the other two models. All three exhibit above-baseline
from Sloleks 3.0 with no pronunciation type, resulting in 86,730
accuracy compared to the majority classifier, but Multinomial
lemmas with and 177,808 lemmas with . Other G2P Slovene G2P
NB and kNN perform much worse in terms of balanced accuracy
We performed a preliminary manual evaluation consisting of
as well as precision and, in case of kNN, recall. Recall is also
a random sample of 100 examples from each class. The results
somewhat lower with LinearSVC, which is to be expected – some
Other G2P are shown in the confusion matrix in Table 7. Although the
lemmas might contain no indicative 𝑛-grams and are
sample is too small to be representative of the whole, it indicates
thus hard to detect; on the other hand, once identified, the model
that the model performs well even on unseen data, achieving
is very precise in its prediction.
an accuracy of 88.50% (P=0.91, R=0.87, F1=0.89) over a majority
Table 6 shows the confusion matrix for the LinearSVC model
baseline accuracy of 50.00%.
tested on the 20% stratified test dataset. The model very rarely
misclassifies lemmas, and more frequently errs with
Slovene G2P The misclassifications of as include Other G2P Slovene G2P
Other G2P examples such as , , , and , with Mukhamedov Beatli Livenza Preidler Slovene
lemmas. A closer inspection of the misclassified
G2P limited indicators that the words belong to the cat- Other G2P Beethoven
examples reveals several errors in the original dataset: ,
Ratzinger egory. Most graphemes in these examples are pronounced ac- Rotterdam Franco Oberstdorf Keller
, , , , and were in fact
correctly classified as , but they are miscategorized as
Other G2P cording to criteria, with the exception of individ- Slovene G2P
Slovene G2P ual 𝑛-grams (‘nz’, ‘ei’, ‘kh’), some of which have not been in-
in the original dataset. Other misclassifications in-
cluded in the set of features. In other examples, only one or two
clude examples of foreign proper nouns and possessive adjectives
vowel graphemes are indicative of pronunciation (e.g. Other G2P
that contain unusual grapheme combinations for Slovene (e.g.
Andreas Trendlina, which is also a lemmatization error; the correct lemma , Aurelio , Hilton , Simpsonov ), but their pronunciation can
still be derived from their graphemic representation (e.g.
Andreas is ; and ), and the pronunciation of single vowel Trendline Sanberg
→ graphemes appears harder to predict than consonant graphemes and"re:as
IPA: / /).
On the other hand, lemmas misclassified as Slovene
Other G2P or combinations thereof.
G2P Similarly, the misclassifications of lemmas as Slovene G2P Andersonov Atkinsov Batmanov
include , , , in which the grapheme
Other G2P lemmas include examples such as Doneck, Barson,
8 Bronson Piersanti Faustini
MTE-6: https://nl.ijs.si/ME/V6/msd/html/msd- sl.html The vectorizer uses Slovene , , and . While these are proper nouns of
morphosyntactic tags, e.g. (S – noun, l – proper, z – feminine). Slz
foreign origin, their Slovene pronunciation can either be fully
9 scikit-learn Doneck →
All models were trained using the Python library . [8]
10 discerned from their graphemic representation (e.g.
A, BA, P, R, and F1 refer to accuracy, balanced accuracy, macro-precision, macro-
recall and macro-F1, respectively. IPA: / /), or it only differs slightly from what Slovene dO"ne:tsk
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Čibej
grapheme-to-phoneme conversion would produce (e.g. even the new orthographic manual anticipates that all transliter- Faus-
tini → automatically converted IPA: /faus"ti:ni/; correct IPA: ation should be done manually, which begs the question whether
/ /). at least part of the work can be automatized. This would be an fau s"ti:ni
“ important step in the development of a modern, digital infrastruc-
6 Conclusion ture for Slovene orthography, and would facilitate the automatic
expansion of modern digital dictionary databases and datasets
In the paper, we presented the results of an attempt to automatize
for automatic speech recognition.
the assignment of pronunciation types to lemmas in the Sloleks
In addition, although our preliminary experiments with LLMs
Morphological Lexicon of Slovene. The results show that a model
(ChatGPT 3.5 and 4.0) classifying and lem-Slovene G2P Other G2P
based on a series of mostly 𝑛-gram features can provide good
mas have yielded much worse results than the best performing
results when discriminating between and Slovene G2P Other G2P
LinearSVC model, more systematic experiments are warranted.
categories, with the best performance achieved by the Linear
As part of our future work, we intend to implement the model
Support Vector Classifier. However, there is still room for im-
into , which is used for automatically extending the
Pregibalnik 12
provement, particularly in terms of recall – a number of Other
lexicon and currently assigns no pronunciation type. The model
G2P lemmas from the test set were misclassified as Slovene G2P, 13
itself is available under the Apache 2.0 license on Github , while
while those classified correctly were classified with a relatively
the pronunciation type annotations will be included in future
high precision score. 𝑛-grams that are statistically significant
versions of Sloleks and, eventually, manually validated.
as indicative of one class have proven to be useful features for
model development, but because they are not evenly distributed Acknowledgements and occur sporadically in different lemmas, it would make sense
The research presented in this paper was conducted within the re-
to further improve the model by performing the same statistical
search project titled Basic Research for the Development of Spoken
analysis (as described in Section 3) on the long tail of less fre-
quent 𝑛-grams to prepare a more comprehensive list of indicative Language Resources and Speech Technologies for the Slovenian Lan-
𝑛-grams. The current version of the model is very light-weight guage Language Resources and ( J7-4642), the research programme
and additional features should not cause the model to become Technologies for Slovene (P6-0411), and the CLARIN.SI research
infrastructure, all funded by the Slovenian Research and Inno-
overencumbered.
vation Agency (ARIS). The author also thanks the anonymous
There are several possibilities for further development of the
reviewers for their constructive comments.
model. Firstly, instead of using relative frequencies of 𝑛-grams
as features, it would be useful to test how different measures
such as TF–IDF, absolute frequencies, or even Boolean values References
influence the performance of the model, and potentially also test [1] Derek Besner and Marilyn Chapnik Smith. 1992. Chapter 3 basic processes
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Classifier). Secondly, while the other pronunciation types from Frost and Leonard Katz, editors. North-Holland, 45–66. doi: https://doi.org
/10.1016/S0166- 4115(08)62788- 0.
Sloleks 3.0 (acronyms, abbreviations, etc.) are relatively easily
[2] Jaka Čibej et al. 2022. Morphological lexicon sloleks 3.0. Slovenian language
identifiable (but much less frequent), in the next step, it would
resource repository CLARIN.SI. (2022). http://hdl.handle.net/11356/1745.
be informative to include them in the training set and test out [3] Kaja Dobrovoljc, Simon Krek, Peter Holozan, Tomaž Erjavec, Miro Romih,
Špela Arhar Holdt, Jaka Čibej, Luka Krsnik, and Marko Robnik-Šikonja. 2019.
the model’s performance on the full set of categories. Thirdly,
Morphological lexicon sloleks 2.0. Slovenian language resource repository
a statistical analysis should be performed on the probabilities
CLARIN.SI. (2019). http://hdl.handle.net/11356/1230.
with which the model makes decisions and to what degree they [4] Florina Erbeli and Karmen Pižorn. 2012. Reading ability, reading fluency
and orthographic skills: the case of l1 slovene english as a foreign language
correlate with the percentage of graphemes that differ from the
students. English. , 2(3), 119–139. Center for Educational Policy Studies Journal
shallow orthographical Slovene G2P rules (e.g. , with https://f iles.eric.ed.gov/f ulltext/EJ1130208.pdf . Anderson
arguably only ‘a’ not following Slovene G2P rules; vs. [5] Nataša Gliha Komac et al. 2015. Koncept novega razlagalnega slovarja Châteaux
,
slovenskega knjižnega jezika. Inštitut za slovenski jezik Frana Ramovša
where the majority of graphemes are pronounced completely
ZRC SAZU. (2015). https://f ran.si/179/novi- slovar- slovenskega- knjiznega- j
differently compared to Slovene G2P rules). This would require ezika/datoteke/Potrjeni_koncept_NoviSSKJ.pdf .
[6] Simon Krek et al. 2019. Corpus of written standard slovene gigafida 2.0.
the preparation of a separate dataset in which graphemes are
Slovenian language resource repository CLARIN.SI. (2019). http://hdl.handl
manually aligned to either the graphemes of their transliter- e.net/11356/1320.
ated Slovene graphemic forms ( ) or their [7] William H. Kruskal and W. Allen Wallis. 1952. Use of ranks in one-criterion Newyorčan → njújórčan
variance analysis. , 47, 260, Journal of the American Statistical Association
Slovene IPA transcriptions. By assigning scores that reflect the
583–621. eprint: https://www.tandf online.com/doi/pdf /10.1080/01621459.19
degree of orthography depth for the individual lemma, it would 52.10483441. doi: 10.1080/01621459.1952.10483441.
[8] F. Pedregosa et al. 2011. Scikit-learn: machine learning in Python. Journal
be possible to use the dataset to train a regression model.
Similarly, lemmas from Sloleks 3.0 can be manually
Other G2P of Machine Learning Research, 12, 2825–2830.
[9] Anja Schüppert, Wilbert Heeringa, Jelena Golubovic, and Charlotte Gooskens.
annotated with their language of origin and transliterated ac- 2017. Write as you speak? a cross-linguistic investigation of orthographic
cording to the recently published transliteration rules of
Pravopis transparency in 16 germanic, romance and slavic languages. English. From
semantics to dialectometry, 32, 303–313. isbn: 9781848902305.
8.0 11 , the new orthographic manual of Slovene, which at the time [10] Maciej Tomczak and Ewa Tomczak. 2014. The need to report effect size of writing this paper is still in development. Such a dataset would estimates revisited. an overview of some recommended measures of effect
size. , 1(21), 19–25. Trends in Sport Sciences
enable the development of a model for language identification
[11] Antal van den Bosch, Alain Content, Walter Daelemans, and Beatrice de
for individual lemmas, and, ultimately, a model for automatizing Gelder. 1994. Analysing orthographic depth of different languages using
transliteration of lemmas of foreign origin into their Slovene data-oriented algorithms. In Proceedings of the 2nd International Conference
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equivalents. As of now, no such tool yet exists for Slovene, and
12 Pregibalnik
: https://github.com/clarinsi/SloInf lector; the entire tool is also
11Pravopis 8.0: Pravila novega slovenskega pravopisa za javno razpravo
. https://prav available as an API-service: https://orodja.cjvt.si/pregibalnik/docs
13
opis8.fran.si/, 9 August 2024 GitHub: https://github.com/jakacibej/sikdd2024_predicting_pronunciation_types
Higher-Order Bibliographic Services
based on bibliographic networks
Vladimir Batagelj Jan Pisanski Tomaž Pisanski
IMFM Faculty of Arts, UL FAMNIT, UP
Ljubljana, Slovenia Ljubljana, Slovenia Koper, Slovenia
IAM and FAMNIT, UP jan.pisanski@f f.uni- lj.si IMFM
Koper, Slovenia Ljubljana, Slovenia
vladimir.batagelj@fmf.uni- lj.si tomaz.pisanski@upr.si
Figure 1: The largest co-author groups at level 10 at the University of Primorska until 2024.
Abstract of characteristics describing works. Besides these networks, we
can also get the partition of works by their publication years,
Bibliographic databases only provide basic services to users, but
the partition of works by journals or publishers, the vector of
they could provide much richer information for specific user
the number of pages, and, in some cases, the (one-mode works ×
needs. The main reason for the delay in developing such higher-
works) citation network.
order bibliographic services is the limited access to data in propri-
When constructing any of these networks, the first task is
etary databases. We expect the new open bibliographic databases
to specify the nodes and which relations are linking them. In
like OpenAlex will encourage faster development of these ser-
short, the network boundary problem [16] has to be solved. This
vices. We describe an approach based on a collection of biblio-
includes deciding whether a network is one-mode or two-mode
graphic networks as a foundation to support the development of
and which node properties are important for the intended analy-
higher-order bibliographic services.
ses. For specifying links, this amounts to answering a series of
Keywords questions:
bibliographic database, open access, network analysis, higher-
(1) Are the links directed?
order bibliographic service, prototype, OpenAlex
(2) Are there different types of links (relations) to include?
(3) Can a pair of nodes be linked with multiple links?
1 Introduction (4) What are the weights on the links?
From special bibliographies (BibTEX, EndNote) and bibliographic (5) Is the network static, or is it changing through time?
databases, it is possible to obtain data about works (papers, books,
Another problem that often occurs when defining the set of
reports, etc.) on selected topics. A typical work description con-
nodes is the identification of nodes. The unit corresponding to a
tains the following data: authors; title; publisher/journal; pub-
node can have different names (synonymy), or the same name can
lication year and pages. In some sources, additional data are
denote different units (homonymy or ambiguity). For example
available including languages, classification of documents, key-
words, authors’ institution/country affiliation, lists of references, in the BibTEX bibliography from the Computational Geometry
Database [14] the same author appears under 7 different names:
and the abstract. This data can be transformed into a collection
R.S. Drysdale, Robert L. Drysdale, Robert L. Scot Drysdale, R.L.
of compatible two-mode networks on selected topics [5]: works
× Drysdale, S. Drysdale, R. Drysdale, and R.L.S. Drysdale. Insider × ×
authors; works keywords; works countries, and other pairs
information is needed to decide that Otfried Schwarzkopf and
Permission to make digital or hard copies of all or part of this work for personal
Otfried Cheong are the same person. At the other extreme, there
or classroom use is granted without fee provided that copies are not made or
are at least 57 different mathematicians with the name Wang, and
distributed for profit or commercial advantage and that copies bear this notice and
the full citation on the first page. Copyrights for third-party components of this Li in the MathSciNet Database [20]. Its editors have tried hard,
work must be honored. For all other uses, contact the owner /author(s).
from 1985, to resolve the identification of the author’s problem
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
during the data-entry phase. The significant growth of contri-
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.sikdd.12 butions by Chinese scientists and their full name similarity in
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Batagelj, Pisanski & Pisanski
Roman transcriptions adds additional complexity to the problem. our publications. Similarly, we get the report on the publication
In the future, the problem could be eliminated by implementing activity of the selected institution.
initiatives such as using ORCID or resolving the identification
problem in bibliographic databases (Scopus, OpenAlex). 3.1 API
An application programming interface (API) is a way for two or
2 Higher-Order Bibliographic Services more computer programs or components to communicate with
The data collected in different bibliographic databases can be each other. It is a type of software interface, offering a service to
used to provide higher-order bibliographic and bibliometric ser- other pieces of software [21]. In our case, API enables us to use
vices such as what to read (contact/visit)? – a list of relevant the database data from our programs. An R package supporting
articles/books (authors, institutions) on selected topic; where to the use of OpenAlex is openalexR [1].
publish? – a list of journals suitable for the publication of an The OpenAlex API is available at https://api.openalex.org. Its
article, automatic suggestion of keywords; reviewer selection – a response is returned in JSON format. Here is an R code using the
list of reviewers suitable for a submitted article; possible partners OpenAlex API for the IMFM institution search
for research collaboration; a career application – a candidate’s setwd(wdir <- "C:/work/OpenAlex/API") activity report draft; etc.) for different types of users (students, re- library(httr); library(jsonlite) searchers, teachers, decision-makers, funding agencies, research res <- GET("https://api.openalex.org/institutions",
institutions, database managers, etc. . To support this goal we query = list(search="imfm"))
str(res)
have to use high-quality data often obtained by combining data
cont <- fromJSON(rawToChar(res$content))
from different databases. names(cont); str(cont)
For the development of higher-order bibliographic and biblio-
The response data are available in the variable . Similarly, cont
metric services, open bibliographic databases such as OpenAlex
the API can be used also from other programming languages.
are particularly welcome, as the developed services can remain
The OpenAlex query can be composed of different components.
open.
Using we can search for a given search text across titles, search
3 OpenAlex to units satisfying given conditions. Using abstracts, and full-text. Using a we can limit our search filter
select we can select
The basic type of unit in a bibliographic database is the work. data fields that will appear in results. The query can be further
A user searching the database gets a list of works satisfying the controlled by some parameters. For example
query. Usually, some operations with such lists (inspection, fil- wd <- GET("https://api.openalex.org/works", tering, merging, intersection, statistics, etc.) are supported. Only query = list( basic services are provided to users. search="handball",
Some web services also supporting some other types of units filter="publication_year:2015",
(authors, institutions, research fields, conferences, etc.) were de- select="id,title",
page="2", per_page="200"))
veloped such as Google Scholar [19], Scholar GPS [12], and DBLP
names(wd)
– computer science bibliography [10]. wc <- fromJSON(rawToChar(wd$content)); names(wc)
Our approach is based on OpenAlex [18, 9] but this informa- names(wc$meta); wc$meta$count; str(wc$results)
tion can be obtained from most bibliographic databases [13, 11].
returns the second page (with up to 200 entries) on works on
OpenAlex indexes more than twice as many scholarly works as
handball published in the year 2015. Only information about
the leading proprietary products and the entirety of the knowl-
works ID and title is returned.
edge graph and its source code are openly licensed and freely
The OpenAlex API uses paging – the list data are provided
available through data snapshots, an easy-to-use API, and a
by pages. The (up to 10 000 units) is based on basic paging
nascent user interface.
two parameters and ). The is a bit page per_page cursor paging
OpenAlex is based on 7 types of units (entities): (ork), (uthor), W A
more complicated than basic paging, but it allows us to access as
S(ource), I(nstitution), C(oncept), P(ublisher), or F(under) (and
many records as we like.
some additional ones such as topics, keywords, countries, con-
tinents, languages, etc.). Each unit gets its OpenAlex ID – we
assume that the identification problem is solved by the database. 4 A collection of bibliographic networks
The simplest use of OpenAlex is through its web interface We developed an R package to support the cre-OpenAlex2Pajek
(service) https://openalex.org/ or using a direct URL request in ation of bibliographic networks from OpenAlex [4]. We get a
the browser URL line. For example collection of bibliographic networks (citation network , au-Cite
thorship network , sources network , keywords network WA WJ
• Author’s name: search the OpenAlex web service
WK, countries network WC), some partitions and vectors (prop-
• Known author ID: URL https://openalex.org/A5001676164
erties of nodes) (publication year, type of publication, language of
• Work with DOI: URL https://api.openalex.org/works/
publication, cited by count, countries distinct count, referenced
https://doi.org/10.1007/s11192-012-0940-1
works, and additionally two files containing names of works
• Known work ID: URL https://openalex.org/W2083084326
xyzW.nam and names of authors xyzA.nam. Most acquired net-
• Name of the institution: search the Openalex Web service
works are 2-mode – they link units of two different types; an
• Known institution ID: URL
ordinary or 1-mode network links units of the same type.
https://openalex.org/institutions/I4210106342
Currently, contains three main functions OpenAlex2Pajek
This way, the OpenAlex web interface provides basic inspec- , , and . OpenAlex2PajekCite OpenAlex2PajekAll coAuthorship
tions of the selected unit. For example, by including a link with We split the process of creating the collection of bibliographic
our OpenAlex author ID on our web page we get a report on networks into two parts:
Higher-Order Bibliographic Services Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
• determining the set 𝑊 of relevant works using the satu- HM TF UM MH PN TO NR TV BJ AQ BV ZW LY SD TZ GH IQ AE SY GM BN QA GN PG FM VU TK WF NF KI GMKYNI NP PN NG SC TZ SL UG GD SY WF TK MY MU LK BD ZM SS BD QA WS AS CK NG BN DO NF UM AS LY ration approach GS VU NA BW [7, page 506], GG IE OM BS NA MP PW AO MT JM NU PT SS MH FK SZ KI TV NU PT IE MT GI GB MM GB ZA AR ZA • PY LI IM creation of the network collection for the works from 𝑊 . 1990 IM GI 1995
KE SZ BO
ZM LS EG
SB
CL CV
GL MZ CH KE
PW
ST SD GU
EC FJ GG
LR GL NR
FO BR BW AU DK EC LR ZW
VE CM MU
CO UGEG FO COVE FJ
RW CL CW
AR MW RW LS AU
DK UY GR ER MW
GE CM SB
BE GU SX BE GH
PE NZ AM PG
GY CY NZ ST
SK AT AT BR
CZ WS
CY
GR NC SI
PH PL FI CK UY
HR DE IL TG MK
NO IS VN
SG CX AF CZ TO PE
MK FI TW
HK DE VA FM
GW SI PL MC
MN TH
CN GY TL LV SG BT
RS MP GN
NL US TH GW PH
PK YE NL US PK
SL HU TW JO
CH HU SK
DM CW ME CG
SE KW EE SM LA VN CN
VA LA
KR LT JE YE
RO SE AM MN
MZ
GD IT SO MO
ET BH IT RO IL
BA IN JP AL PS ID
ER NO MY HK
TR AG NP
SA MV
The set 𝑊 is determined iteratively using the function BZ SO NIGT LB BT BHKW JO CU CU HT OpenAlex-LV ES IQ
ES KN IS IR KH KR AE CD
SV DO BG KG IN
PRVI CRBB MM IO PABMJMGT
ID PR
VG PY HT LK JP
PA RS GQ TR CR IR
CA
HR VI ET
AW KN OM
MC SV SA XK
LU BM VG LB RU
MS BA LU DM KP
2PajekCite FR and the collection is finally created using the func-LC KY TC MF UZ CF BSCABZ AL CI BQ GP KG CC MO AW VC AI SX MQ MX SR SN FR RU TM TJ DZ MX UZ KH AD AX GE BY CI PF BG AZ AG PM BL MV AF AN TN TJ SJ SN GF LT UA EE KZ HM BJ GF BY TM NC YT SH EH KM MR OpenAlex2PajekAll tion BO . MD SM LI ME CG DZ DJ GA HN NE CF SC KM EH CV AQ RE PF HN UA GS NE MQ MD KZ TF BV BI BF GP TC MS BL TG BQ TN JE AD AX SJ RE BI BF MA ML MG SR FK YT GQ SH MR AO CX CC TL TD MA ML MG DJ MF IO XK AI LC VC PM AN CD TD TT GA TT PS KP AZ BB
Pajek
The function creates a weighted temporal net-
coAuthorship Pajek
MU QA GQ
SOBWGMKYMS WF TV UM PN MU LK
BN SS SY
LSGMSOLA
TZ
ZMLY BD SZ MY SC
MW MY IE MV
TD OM NF KI MH GG BN GN
NAZW CG
work describing the co-authorship between world countries in GW
SS LC BT
AS SJ BH MK
MT AG
SZ
PT NR
GR JE JE PG
IE VU
MS
GG VC ZA TO CD
GI GB
TK IM
selected time intervals. The weight of an edge is the number of GI GB ZA VU ERRW LR SD KE ZMTZGH IM AO NA RW AZ 2000 MT MK SB 2010 NR
LS GL CO MW MZ EG
SK AO CK
SL
AU FJ
UG TO PG AR UG
NZ FK NG WS
TR NZ ST
GL AR PE CH IO
KE MGNG SD EG ER GH BO VE
MR FO CZ SB BW
RO SL LC AS NU
CO CM DK EC
EC AU FJ ZW MP PW
works co-authored by authors from the linked countries. FO CL CK PW EE AM CY GU BY NO SK MZ MP AM GE CY GU GN NU ST LI DE BE VEMH UM UY AW AT BG FI PK PH FM BE IS FM BH PY PE BR SX SI VN TW KZ MD DE BG FI PK UY CW VA ILMN NL TH CNMO GQ DK AT BO CL BR PY
In an analysis of weighted networks, the 1-neighbor skeleton US VN SG SE
LI SR IS SI JO
IL HU US AE PH BT
NL MN AX UA BD
HR KW HK
CW PL GE
AW CH HU CG MD IR IQ KR
VA TH TW MO GW KP
CN AF
SC LB
AE IT
HK AL NO LT YE
AX LV
SE JO KR SM PT
KZ LV KW PL PS ET
TL ES XK
is often used to get an overall insight into the network’s basic IT EE LT LK MC GR SV QA IN SM ES BA GT IN ET GD ID AD RO LU PR KN DM GD AI MX JM NI OM SY VG VC SA KN PS LB MC VG TT HT LU DM HN MX BM SA JP BZ CD AL IR WS CV GA VI JP DO CA LY NP MM PR CV KP MM GT PA ID CI IQ CU CF DO GA VI CR CU JM BB BS KH LA NP MG KY HN BS BM CC DJ TC RU TC CR BB TT SN structure. In the 1-neighbor skeleton, only its strongest link is PA RU ML DZ RS TR UZ CX UZ MA KG RS FR YT SH TN KG IO CX CI FR HR TJ NF KI BY CA BJ NI RE ME UA TM TJ SN DZ GF GY AZ TM TL LR KM EH BI NC FK CC AG NE PF BA ME TV PN TG NC WF NE kept for each node. The resulting directed network is forest-GS BV SR BF MA GY PF TG BQ AN CM YT AN ML SJ PM DJ XK CF MQ MF GP GF SV BJ BZ MF BQ BL PM TK TN KM MR RE BI BF TD MQ GP TF EH SH AQ TF BV GS HM AQ HM AD AI BL SX CZ MV HT KH
AF YE SG
Pajek
like. Non-trivial connected components in 1-neighbor skeletons Pajek NU
LY XK
SSSO IE MU
AZ
LY
BN GG GM LSZW NA ZW
IE MU BN GG GM LS
are (usually) directed trees with a pair of nodes linked in both IQ AXJEMT PN NA SZ NR MT MY ID JE MWBW FK SZ MS MK TL BT VU EG IQ GITLMK CY SB SD IMVU NEPG SD EG MY IM ER PG GR TD FKLA
CY MV WS TO
ZA ZA SA
SA SB
1-neighbor skeletons for years 1990, 1995, 2000, 2010, 2015, and directions with the largest weight in the tree – these two arcs GR TM GB TV GB FJ KE KI GW SK ET ZM NG RW CM AU SK ET KE KM FJ GW GL 2020 2015 LR SL HN NG MW CK BH CM AU AR AQ LR RW SL CK KI BH YE FO CO AR BW KM UG GL BO TZ TO NZ TV VE MZ SS SC AO FM PE AQ CZ GH FO CZ CO SO ZM UG TF TZ GH WS MZ NZ NR AO MP SJ DK are usually replaced by an edge (undirected link). In Figure 2 the LT GE CL PW DK CL GY PW ST GU CV CH GY GU PY ST LT SJ PE MP GE AS BR PT AT AM AS MH BR UY NO WF LU MH NO FM UY EE UM LI BE IS SY PH BV SG AT BE BG IS UM SR CW DE BG SY PH PY EE DE FI FI SI SR NL VN PK PK LI SI VN TW SG PL US CN MN IL AL TW MO CH PL US IL CN MN SM IT HR HU AE TH JO HK HR AE TH MO CG HU VA SE AX YE KW JO HK CG VA BD KR SE LV KW BT KR NL LV NP
AD ES BD JP KP AL IT UA KP
GI IN GD IR IN
BZ BZ IO LK
GD JP
IR LK ID SM
PT ES
2020 are presented. We see that the number of isolated nodes AG AF PS SV AZ PS
CV RO HT DM DM NI RO CDVG NI
CU KH MM CD
GT KN GT KH AF ER KN
VE VC PA MC BQSV QA OM PR
HT VG AI RS AD VCBQAITTPACW QA RS MM OM
PR TR
BO VI CA NP VI
TR LU CU MV CA
EC BL AW EC MC DO XK JM
AW DO
MD MD ME
MF LC
TC MF KY CR JM SX BB BS TT BM RU BA CR LCSXBBBSMX
MX TCKY BM RU BA
LB UZ
ME FR
(countries not collaborating with other countries) is decreasing. PM FR PM
TM GP LA GP
MQ GA MQ
CF DJ
HN LB KG
KG
AG GF UZ
TJ TJ
PF MS BY
DJ KZ BL WF
BY
NC UA AM
NC GN KZ
In all analyzed years the US has a leading (hub) position. In the GFCI ML PFCI SN MA DZ GN TF IO NF TKSN CF MA GQ NU EH CX TK BV CX DZ BI NE TG BF YT TN SC MR RE BI BF MG BJ EH GS TG SH TD AN YT TN BJ GA MR RE GQ CC HM NF PN GS SH AN CC HM MG ML
Pajek
years 1990, 1995, 2000, and 2010 the edge in the main component Pajek
links US and GB but in the years 2015 and 2020 GB is replaced by
CN. In 1990, stronger secondary hubs were GB, FR, RU, JP, and DE. Figure 2: 1-neighbors skeletons of world co-authorship for
In the following years, some other countries SE, ES, AU, CN, BR, selected years.
ZA, and IN (BRICS) became secondary hubs attracting previously
non collaborating countries or geographically or linguistically
in the bibliography of works with at least one co-author from
close countries.
University of Primorska.
Most of the ingredients of basic reports are counters, sorted Cite
In bibliometric analysis, the citation network has a very
lists, (weighted) degrees and their distributions obtained from
important role. It collects “votes” about the relevance of previous
an adequate network. Sometimes also the time is considered
works for a given work. It is often used for solving the network
producing time series.
boundary problem, and also for identifying the most relevant
An important property of a collection of bibliographic net-
works in the collected bibliography [2, 6]. The derived network
works is that some of them are compatible – they share a com- 𝑇 ACiA = WA · Cite · WA describes the citations between authors
mon set (most often the set of works W). This allows us to use [ ]
– its entry 𝐴𝐶𝑖𝐴 𝑎, 𝑏 counts the number of times author 𝑎 cited
network multiplication (defined by the product of network matri-
author 𝑏. The co-citation network is defined as the column pro-
ces) to compute the corresponding derived network connecting 𝑇 coCi = ( Ci ) = Ci · Ci jection of the citation network col and the
the remaining two sets [5]. For example, in the derived network
bibliographic coupling network is defined as the row projection
AK = WA𝑇 · WK its entry 𝐴𝐾 [𝑎, 𝑘] tells us in how many works of the citation network biCo = row(Ci) = Ci · Ci𝑇 . the author 𝑎 used the keyword 𝑘. Similarly, in the derived net-
The idea of derived networks can be extended to temporal
work its entry 𝐴𝐶𝑖 𝐾 𝑎, 𝑘 tells us how bibliographic networks [8]. Using derived networks we enlarge ACiK = WA 𝑇 · Cite · WK [ ] many times the author 𝑎 cited works described by the keyword
the source for different statistics. Additional insight can be gained
𝑘.
by analyzing the structure of networks and identifying important
A 2-mode network is always compatible with its transpose
subnetworks in them [6].
(on both sets). The corresponding derived networks are called
In the following, we present an overview of typical report
projections – the row projection row and the ( WA ) = WA · WA
𝑇
ingredients [7, 15]. Because of limited available space, we decided
column projection col . Both projections are ( WA ) = WA · WA
𝑇
to put examples on Github/bavla.
ordinary weighted 1-mode networks that can be analyzed using
standard network analysis methods. 5 Report ingredients
For the authorship network its column projection WA Co = 5.1 Statistics
WA𝑇 · WA is the co-authorship network. Its entry𝐶𝑜 [𝑎, 𝑏] counts
Because the analyzed networks are often large a complete pre-
the number of works that authors 𝑎 and 𝑏 co-authored. It turns
out that a work with 𝑘 2 sentation is not an option. To describe them we use different co-authors contributes 𝑘
links to the co-
statistical descriptors.
authorship network – works with a large number of co-authors
are overrepresented in it. To treat all authors equally the frac- sizes of sets (number of nodes, number of links); structural •
tional approach is used [3]. In Figure 1 the largest co-authorship network properties (number of components, size of the
groups at level 10 at the University of Primorska are presented – largest component, etc.)
connected components of the link cut at level 10 in the network top units – ordered lists of units with the largest values of •
Co. Each pair of linked authors co-authored at least 10 works selected property (degre, weighted degree, link weight,
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Batagelj, Pisanski & Pisanski
Color Key 6 Conclusions
Europe 2022 / Balassa / Ward
We have presented an approach to support higher-order biblio-
graphic services based on networks. Open access to high-quality
bibliographic data is crucial for the faster development of such
−6 −4 −2 0 2 4 6
services. The new bibliographic database OpenAlex seems to be
Value
GB a step in the right direction. It needs the support of science policy
LU
IT
IE
ES and also of individual scientists (checking the correctness of their
NL
BE
FR
AT
DE data).
CH
GI
VA
IM
GG
SJ Acknowledgements
AX
JE
PT
SE
FI
DK
NO The computational work reported in this paper was performed
LI
FO
IS
AM using a collection of R functions OpenAlex2Pajek and the pro-
GE
AZ
MD
BY
KZ gram Pajek for analysis of large networks. Code, data, and figures
RU
UA
BA
MK are available on Github/Bavla/OpenAlex.
ME
AL
XK
AD VB’s work is partly supported by the Slovenian Research
MC
SK
CZ
PL Agency ARIS (research program P1-0294, research program Cog-
TR
BG
RO
LV niCom (0013103) at the University of Primorska, and research
LT
EE
HU
RS
HR projects J1-2481, J5-2557, and J5-4596), and prepared within the
SI
CY
GR
MT framework of the COST action CA21163 (HiTEc). JP’s work is
SM
GB LU ES NL BE FR A DE CH GI V IM GG SJ AX JE PT SE DK NO FO AM GE AZ MD BY KZ R U BA MK ME AL XK AD MC SK CZ PL TR BG R LV LT EE HU RS HR CY GR MT SM partly supported by ARIS (research program P5-0361 and research
IT IE U T A FI LI IS A O SI
projects J1-2551 and J5-4596). TP’s work is partly supported by
ARIS (research program P1-0294 and research projects N1-0140,
Figure 3: Balassa EU co-authorship for the year 2022. J1-2481, J5-4596).
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Are papers all that counts? A bibliometric analysis of the
Slovenian scientific community
Aymeric Dupuis Sašo Džeroski
Jožef Stefan Institute Jožef Stefan Institute
Ljubljana, Slovenia Ljubljana, Slovenia
aymeric.dupuis@etu.univ- nantes.f r saso.dzeroski@ijs.si
Boshko Koloski Matej Martinc
Jožef Stefan Institute Jožef Stefan Institute
Ljubljana, Slovenia Ljubljana, Slovenia
boshko.koloski@ijs.si matej.martinc@ijs.si
Abstract a discipline as a whole has. More specifically, our contributions
are the following:
We conduct a bibliometric analysis of the Slovenian science by
scraping the data from Slovenian current research information Using the collected data about the Slovenian scientists •
system (SICRIS) and using it to build a knowledge graph, repre- and their projects, covering different scientific fields and a
senting a network of all Slovenian scientific fields and a large large majority of researchers working in Slovenian science,
majority of Slovenian researchers. By analyzing this network us- we conduct a graph analysis of connections between dif-
ing different graph measures, we obtain valuable insights into the ferent fields and researchers. By drawing a comprehensive
connections between different scientific fields and researchers in map of connections between actors and fields, we iden-
Slovenian science. Additionally, we show the importance of graph tify the most important researchers and scientific fields
measures as measures of scientific excellence, since they measure that connect others and play a vital role in the Slovenian
very different aspects of scientific success than the traditional scientific ecosystem.
citation metrics. We created a new ranked list of Slovenian scientists ac- •
cording to graph based metrics, which were not available
Keywords in any of the previous analyses or databases. We argue
that these metrics measure the importance of a role that a
bibliometrics, Slovenian scientific community, knowledge graphs
specific scientist has in a research community, i.e., their
1 Introduction influence which allows them to act as a bridge or a hub
connecting scientists from different fields.
With the growth and diversification of the scientific enterprise,
obtaining empirical evidence on the research process is crucial for 2 Related work enhancing its efficiency and reliability. Meta-research and biblio-
Studies in bibliometrics (see [4] for a comprehensive survey of
metrics are developing scientific disciplines, seeking to analyse,
techniques used for measuring scientific excellence) have re-
evaluate and refine research practices, and several studies have
cently gained traction in parallel with the success of the scien-
focused on the analysis of the global scientific endeavour, e.g.,
tific enterprise, which has grown in both size and diversity, and
identifying most prominent scientists and fields [7]. These stud-
with the availability of data. According to Ioannidis et al. [7],
ies also focus on the problem of how to properly rank scientific
research on research is becoming important due to the mounting
excellence and scientific outputs in general, warning that one
evidence suggesting an alarming drop in reproducibility of re-
should not rely on just a few metrics to obtain a comprehensive
search findings, the growing inefficiency of the scientific process,
picture of the actual impact a specific scientist has [8].
and the fact that the number of false positives in the literature
Until now, very few studies have tackled the analysis of sci-
is exceedingly high. To address these problems, they propose
entific ventures at national level, and to our knowledge, there
a meta-research divided into five main categories that should
has been no study covering the Slovenian scientific landscape
be studied: methods, reporting, reproducibility, evaluation, and
specifically. This kind of research is nevertheless important and
incentives. Studying these five areas would correspondingly al-
could potentially influence policies that would improve scientific
low for five distinct insights into how to perform, communicate,
production and enable effective distribution of research funds
verify, evaluate, and reward research.
and resources.
Recently, several studies also tackled the problem of how to
In this study, we try to address the identified research gaps by
properly rank scientist and scientific outputs in general. For ex-
1.) drawing the map of Slovenian scientific research that would
ample, Ioannidis et al. [8] addressed the increasing prevalence of
enable proper decision making and policy formulation, and 2.)
multiauthorship observed in several fields and how this phenom-
proposing new metrics of scientific excellence that would allow
enon affects the effectiveness of the informativeness of citation
us to obtain a more complete view of the impact a scientist or
metrics. They also explored how sensitive the indicators are to
Permission to make digital or hard copies of all or part of this work for personal
self-citation and alphabetic ordering of authors. They concluded
or classroom use is granted without fee provided that copies are not made or
that multiple indicators should be used for ranking, as a com-
distributed for profit or commercial advantage and that copies bear this notice and
the full citation on the first page. Copyrights for third-party components of this posite of different metrics gives a more comprehensive picture
work must be honored. For all other uses, contact the owner /author(s).
of the actual impact that a specific scientist has. They also ac-
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
knowledged that no single or composite citation indicator can
© 2024 Copyright held by the owner/author(s).
https://doi.org/https://doi.org/10.70314/is.2024.sikdd.11 be expected to select all the best scientists.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Trovato et al.
Several studies employed graph-based metrics to enrich the as- publications in exceptional, high quality and important venues,
sessment of bibliometric analysis [4, 1]. Network metrics such as respectively. We also extracted the A1 metric, which represents a
degree of centrality, betweenness centrality, eigenvector central- weighted sum of these three metrics, a CI10 metric measuring the
ity, closeness centrality, and PageRank were used to pinpoint the number of pure citations of scientific work in the last 10 years,
relative importance of research constituents (i.e., researchers and the CImax metric measuring the number of citations in the most
institution), which may not necessarily be reflected just through cited work, and the h10 metric representing the h-index in the
publications. In a large majority of cases, these metrics were last ten years. Furthermore, we extracted the SICRIS points, a
calculated on co-authorship graphs. conglomerate metric combing several distinct metrics mentioned
The studies that would cover Slovenian scientific environment above, and the A3 metric, which measures the amount of funds a
are very scarce. In fact, we are aware of just one, the study by specific researcher received for his research activity outside of
[2], where they claim that research performance is highly de- the Slovenian National Research Agency (ARIS).
pendent on the conditions of (national) research environments. Finally, the SICRIS database also contains information on
They focus on analyzing research activity in six eastern European projects financed by the Slovenian national research agency in
countries, namely Croatia, Estonia, Hungary, Latvia, Lithuania, which a specific researcher participated. Scraping this informa-
and Slovenia, and try to determine and compare the effectiveness tion provided us with an important insight into collaborations
of research in a specific country by obtaining the number of between different scientists and fields, allowing us to build col-
articles belonging to the most cited 10% and the most cited 1% laboration graphs, calculate several graph-based ranking criteria
articles in the corresponding subject area and publication year and draw the map of the Slovenian scientific community.
for each country. Their empirical analysis addresses three levels:
cross-country, cross-institution, and cross-researcher compari- 3.2 Methods son. The study concludes that Hungary is the country with the
Once the data was obtained, we conduct two distinct analysis
highest output, followed by Croatia and then Slovenia, when it
steps, namely 1.) graph construction and analysis, and 2.) corre-
comes to the number of influential articles published.
lation analysis
3 Methodology 3.2.1 Graph construction and analysis. To construct the neces-
sary graphs, we used the Python NetworkX library [6]. Using
In this section, we describe our methodology, namely 1.) how we
the data from SICRIS, which contain information about project
gather the data and 2.) how we analyze these data to obtain a
collaboration, we created an undirected graph as follows: all re-
map of the Slovenian scientific community.
searchers who participated in at least one project are represented
3.1 by a node, and nodes of researchers who worked together on a Data Retrieval
project are connected by weighted edges, in which the weights
Data were retrieved from the Slovenian Current Research Infor-
represent the number of shared projects. By removing the iso-
1
mation System (SICRIS) website , which lists more than 35,000
lated nodes, we ended up with a graph with a total of 20,012
researchers working in Slovenian research institutions. Data col-
nodes and 618,871 edges.
lection from the SICRIS website proved challenging, as informa-
In the next step, we apply several graph statistics and mea-
tion about a specific researcher can only be obtained by scraping
sures in order to obtain several node rankings, each of them
his/her Web page on SICRIS. This required finding a solution to
measuring a different aspect of the importance a specific node
quickly retrieve data from more than 35,000 different pages, and
(i.e., a researcher) has in the graph. More specifically, we calculate
2 3
to achieve this, we used the Python Asyncio and BeautifulSoup
PageRank (PR), Betweenness centrality (BC), and Eigenvector
libraries, which allow the asynchronous connection to several
centrality (EC) measures.
dozen pages simultaneously and extraction of the required data. PageRank
In the context of our graph, the [3] algorithm is
Since the script sometimes took several seconds to connect
applied to evaluate the influence of researchers within the collab-
to a specific page, which could quickly accumulate, resulting in
oration network. Thus, researchers who are strongly connected
considerable overall slowdowns, we optimized the procedure and
to other researchers, who also have many connections (i.e, the so-
identified potential slowdowns. Our proposed solution was to
called hubs in the graph), will have a higher PR score, reflecting
implement a strategy that involved canceling the connection and
their importance and influence in the Slovenian research com-
adding the URL to a list whenever a page failed to connect within Betweenness Centrality
munity. On the other hand, the [5]
a 0.5-second time frame. This timeframe was chosen after several
measure evaluates the role of each researcher as an intermediary
trials and was found to be the best compromise. Once all pages
or a bridge between other researchers. This measure is based on
had been visited, we repeatedly tried to reconnect to the URLs
the idea that researchers who are on many collaboration paths
on this list until it was empty. This change significantly reduced
between other researchers are considered central and influential
the time required to retrieve all our data. Once all the data was
in the network. In our contexts, it helps to better understand
2
retrieved, we used the Pandas library for data manipulation,
the structure of the collaboration network among researchers.
which allowed us to export the results into Excel spreadsheets,
Researchers with high BC are those who play a crucial role in
appropriate for further processing.
creating links between different subgroups of researchers and in-
From SICRIS, we extracted research areas for each scientist
terdisciplinary connections. In practical terms, BC evaluates the
and various bibliometric indicators of their impact, namely A”,
number of times a researcher is traversed by the shortest paths
A’, A1/2, citation metrics based on a quantitative assessment of
connecting other researchers in the network. Thus, researchers
who are frequently used as pathways for collaboration among
1
https://cris.cobiss.net/ecris/si/en their peers obtain higher BC scores.
2
https://docs.python.org/3/library/asyncio.html
3
https://www.crummy.com/software/BeautifulSoup
2 1
https://pandas.pydata.org/ https://networkx.org/
A bibliometric analysis of the Slovenian scientific community Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
Another graph centrality measure that we applied to the cre- low according to SICRIS points (e.g., the best ranked researcher
ated graph is the [9]. This measure according to our novel three measures, Dr. Branimir Leskošek, is Eigenvector centrality evaluates the influence of a researcher taking into account both ranked as 5731th according to the SICRIS points). This finding
the quality and the quantity of connections. EC assigns more supports that the proposed new measures measure hypothesis 1 weight to connections that include influential researchers. Thus, different aspects of scientific excellence than the more established
a researcher connected to influential researchers will be assigned citation measures. Another important observation is that 7 out
a high score, reflecting potentially greater influence within the of 10 best ranked scientists appear to be active in two fields. This
network. This measure helps to detect researchers who, even might suggest that they are (or have been) involved in several
with fewer direct connections, occupy strategic positions in the interdisciplinary projects, which could have a positive influence
collaboration network. While this may seem similar to the PR on the newly proposed graph-based metrics.
algorithm, there are some differences. Unlike PR, which primarily In Figure 1, we present the heatmap of the correlations be-
focuses on the popularity of links, Eigenvector centrality also tween the different metrics extracted from SICRIS website and
takes into account the quality of connections. This means that the newly proposed graph-based metrics. We observe a strong
even if a researcher does not have a large number of direct con- correlation between PR and BC, 0.7, which might suggest that
nections, if they are connected to influential researchers, their researchers who collaborate with a wide range of colleagues from
Eigenvector centrality score can be high. In summary, while different fields are more likely to work with the most important
both measures aim to evaluate the influence of researchers in a ones.
network, they do so through slightly different approaches, thus
offering complementary perspectives for analyzing the structure
and importance of actors within the collaboration network.
Our second important area of focus in our research is the
collaboration between different fields. To build a graph that
would represent interdisciplinary collaboration between fields,
we grouped all researchers from the same field into a single node,
representing an entire field, i.e., we obtain a node for each scien-
tific field found on SICRIS. Similar to the previous graph, edges
and their weights represent collaborations on a project between
researchers in the linked fields.
3.2.2 Correlation analysis. In order to better understand the
metrics from SICRIS and to evaluate the relevance of our scores,
we deemed it pertinent to explore the correlation between all
our data. This analysis has two main purposes. First, we aim to
test the that the new graph ranking we presented, hypothesis 1 Figure 1: Heatmap of the Spearman correlation among
measure different aspects of scientific excellence than the more metrics.
established measures based on number of citations or publica-
tions available on the SICRIS web page. This hypothesis would We also observe very strong correlations in the top left corner
be deemed correct if one-on-one correlations scores between the
of the heatmap. While a strong correlation was expected, as A”,
newly proposed graph measures and other measures would be
A’, A1/2 and A1 are all scores based on the number of publications
low, and incorrect if correlations would be high.
(in venues of different qualities), the almost perfec correlation
Additionally, we wish to explore the correlation between the
between the SICRIS points and A1 (which suggest they measure
established measures available on the SICRIS web page. More exactly the same aspect of the scientific impact) is surprising. This
specifically, we wish to test the that these measures hypothesis 2 hypothesis 2 finding supports that the current SICRIS measures
are strongly correlated, which would indicate that they essentially all measure a very similar aspect of scientific excellence. On the
all measure a very similar aspect of scientific excellence, which is
other hand, there is no strong correlation between any of the
problematic. In order to obtain one-on-one correlations between
newly proposed graph-based metrics and metrics extracted from
all measures, we calculate the Spearman correlation coefficient
the SICRIS website.
among all of them and then display it through a heatmap.
In Table 2, we present the results of our study of interdis-
ciplinary collaboration between different scientific fields. The
4 Results graph metrics were obtained from a graph of nodes representing
fields and edges representing interdisciplinary project collabo-
In Table 1, we present some of the results of the graph analy-
rations. Note that the field of Computer science and informatics
sis conducted on the graph of nodes representing researchers,
ranks first according to all the criteria. On the other hand, most
connected by edges representing project collaborations. More
interdisciplinary collaborations are conducted by the researchers
specifically, we present 10 best ranked researchers in the SICRIS
from the field of Chemistry, which ranked as third according
dataset according to the average between ranks of the three newly
proposed graph-based measures, their declared scientific fields, to the average (AVG) between the ranks of three graph-based
metrics, PG, BC and EV.
and their ranking (i.e., lower is better) according to the SICRIS
points, BC, EC and PR measures.
Note that while the table does contain some highly ranked 5 Conclusions
researchers according to the SICRIS points (e.g., Dr. Sašo Džeroski The graph based bibliometric analysis of the Slovenian scientific
is ranked as 33rd out of roughly 20K researchers according to community shows that current citations based metrics do not
this criteria), several researchers in the table are ranked relatively cover some aspects of scientific excellence, such as researcher’s
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Trovato et al.
Table 1: 10 best ranked researchers in the SICRIS dataset according to the average between ranks of the three newly
proposed measures, BC, EC and PR. We do not show metric scores, but ranks according to scores (i.e., lower value is better).
Researcher Field 1 Field 2 SICRIS points BC EC PR AVG
15355 PhD Branimir Leskosek Public health (occupational safety) Computer science and informatics 5731 8 4 31 14
06013 PhD Damjana Rozman Biochemistry and molecular biology Metabolic and hormonal disorders 704 21 2 33 18
11279 PhD Nives Ogrinc Control and care of the environment Animal production 182 7 50 3 20
27733 PhD Tina Kosjek Control and care of the environment Pharmacy 809 2 73 9 28
22459 PhD Tadeja Rezen Neurobiology Microbiology and immunology 1837 61 3 49 37
22621 PhD Polonca Ferk Metabolic and hormonal disorders Pharmacy 5059 13 8 103 41
12688 PhD Kristina Gruden Biotechnology / 219 44 139 6 63
08800 PhD Gregor Sersa Oncology / 71 3 185 1 63
12315 PhD Ester Heath Control and care of the environment Chemistry 208 62 115 23 66
11130 PhD Šašo Dzeroski Computer science and informatics / 33 1 195 20 72
Table 2: Scientific fields as defined in the SICRIS database, sorted according to the average (AVG) between the ranks (lower
score is better) of three graph-based metrics, PG, BC and EV.
Rank Field Collaborations PR EC BC AVG Rank Field Collaborations PR EC BC AVG
1 Computer science and informatics 81248 1 1 1 1.0 36 Textile and leather 21080 27 41 39 35.67
2 Materials science and technology 88934 4 3 4 3.67 37 Animal production 34982 29 29 50 36.0
3 Chemistry 101139 2 2 12 5.33 38 Political science 13598 46 37 27 36.67
4 Control and care of the environment 52648 5 8 9 7.33 39 Anthropology 9860 53 36 24 37.67
5 Physics 50010 3 9 14 8.67 40 Ethnology 6698 65 39 11 38.33
6 Plant production 74535 6 6 16 9.33 41 Cardiovascular system 20793 28 43 45 38.67
7 Systems and cybernetics 45584 7 10 23 13.33 42 Telecommunications 14068 41 45 31 39.0
8 Biology 58879 12 7 21 13.33 43 Veterinarian medicine 30954 32 34 60 42.0
9 Civil engineering 36466 22 13 6 13.67 44 Metabolic and hormonal disorders 18518 30 46 55 43.67
10 Biochemistry and molecular biology 79725 11 5 25 13.67 45 Metrology 12978 34 52 47 44.33
11 Neurobiology 45680 14 12 19 15.0 46 Law 7480 54 49 32 45.0
12 Biotechnology 87261 8 4 33 15.0 47 Psychology 8583 51 55 29 45.0
13 Interdisciplinary research 22946 9 33 5 15.67 48 Human reproduction 21535 35 42 58 45.0
14 Public health (occupational safety) 30400 10 25 13 16.0 49 Process engineering 15340 36 47 53 45.33
15 Educational studies 23518 33 15 3 17.0 50 Hydrology 12396 40 53 44 45.67
16 Mathematics 30680 17 20 20 19.0 51 Architecture and Design 4242 58 57 22 45.67
17 Manufacturing technologies and systems 38874 18 14 26 19.33 52 Philosophy 7380 57 44 43 48.0
18 Forestry, wood and paper technology 30620 19 28 15 20.67 53 Sport 10013 43 54 49 48.67
19 Geography 18555 39 23 2 21.33 54 Geodesy 7760 45 56 51 50.67
20 Economics 26891 31 16 18 21.67 55 Electric devices 13633 42 51 59 50.67
21 Microbiology and immunology 54175 16 11 42 23.0 56 Literary sciences 6399 61 50 48 53.0
22 Sociology 19922 44 17 10 23.67 57 Traffic systems 4448 48 60 52 53.33
23 Pharmacy 41125 15 18 41 24.67 58 Culturology 7240 60 48 54 54.0
24 Linguistics 18176 49 19 7 25.0 59 Technology driven physics 6876 47 59 64 56.67
25 Chemical engineering 33753 13 27 38 26.0 60 Communications technology 4388 52 63 56 57.0
26 Energy engineering 32762 23 21 40 28.0 61 Psychiatry 2481 55 65 61 60.33
27 Computer intensive methods and applications 26942 20 32 34 28.67 62 Criminology and social work 2324 66 62 62 63.33 28 Mechanics 26444 24 31 36 30.33 63 Mining and geotechnology 2342 59 68 63 63.33
29 Oncology 37101 21 24 46 30.33 64 Theology 2941 67 58 66 63.67
30 Geology 26961 37 26 28 30.33 65 Ethnic studies 2398 63 61 67 63.67
31 Electronic components and technologies 28858 26 30 37 31.0 66 Art history 1408 70 64 57 63.67
32 Historiography 12390 56 22 17 31.67 67 Archaeology 1177 68 66 65 66.33
33 Urbanism 8669 50 40 8 32.67 68 Information science and librarianship 792 62 70 70 67.33
34 Mechanical design 22352 25 38 35 32.67 69 Stomatology 391 64 71 68 67.67
35 Administrative and organisational sciences 18563 38 35 30 34.33 70 Landscape design 1046 69 67 71 69.0
71 Musicology 748 71 69 69 69.67
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Empowering Open Education Methodologies with AI-based
Strategies for the Customization of Education
Tel Amiel Mitja Jermol, Anja Antônio J. Moraes Neto Joao Pita Costa
Universidade de Brasilia Instituto Federal de Brasilia IRCAI, Jozef Stefan Institute Poljanar
Brasilia, Brazil Brasilia, Brazil Ljubljana, Slovenia IRCAI, Jozef Stefan Institute
amiel@unb.br antonio.neto@ifb.edu.br joao.pitacosta@quintelligence.com Ljubljana, Slovenia
ABSTRACT
The amount and heterogeneity of data generated in the context 1 Introduction
of education allied to the rapid progress of scientific research The centralizing piece of the discussions in this paper is an AI- and technological development have created vast amounts of based observatory that allows to explore OER-related topics, data, much of it open data, but significant challenges to particularly those mentioned in the OER Recommendation: gathering, filtering and making sense of this information. In this promoting OER and acknowledging it’s contribution to paper, we discuss the research outcomes of complementary advancing quality education while providing information on Artificial Intelligence (AI)-based strategies monitoring and advances focused on the equity and inclusion qualities of OER, enhancing Open Education, mining online forum interaction as well as on research, activities, projects and news related to student-educator, and empowering mentorship of educators. OER development, including new initiatives and projects while Firstly, the initial results obtained from the construction of an also promoting public infrastructures for education. The OER Observatory focusing Open Education Resources (OERs), Observatory builds on the content made available in UNESCO’s contribute to implement 2019 UNESCO OER Recommendation OER Dynamic Coalition Portal ( oerdynamiccoalition.org ) providing and advance the Education-focused Sustainable Development the user with access to any of the four proposed views: media; Goal (SDG) 4. It is acting on five verticals, enriching and treating science; policies and training. In each of the views, the user can multilingual data, it displays meaningful information on a access interactive data visualisation summarising the sourced dashboard focused on AI and OERs and serving as a data configured to observe the UNESCO OER collaboration platform focused on existing partnerships within recommendations. As it is fully based on open data, it allows the the international research centre on AI under the auspices of user to click on the resources collected and summarized, being UNESCO (IRCAI), the UNESCO Chair in Distance Education and taken directly to the source in media, journal, policy or training. the UNESCO Chair on Open Technologies for Open Educational Embracing the intersection of AI and education, which has Resources and Open Learning, mobilizing research led to the development of various tools that personalize and collaboration on key AI research challenges relating to enhance learning experiences, we discuss a complementary generating knowledge about OER. Secondly, we will discuss the research based on CA much aligned with the objective of recent development of an Educational Recommender System empowering Community interaction at the SDG 4 (Education) (ERS) that integrates Conversational Analysis (CA) to assess Observatory [6]. AI applications in education often focus on and enhance collaborative learning (CL) in Virtual Learning providing adaptive feedback, facilitating personalized learning Environments (VLEs). This novel system was designed to paths, and analyzing student data to improve outcomes. CA is a identify collaboration among students and provide tailored method that examines the understanding generated through recommendations to promote participation and interaction interactions, offering a framework for analyzing how students within discussion forums. Finally, we will discuss the collaboratively build knowledge. By combining CA with AI, this development and implementation of AI and OERs in alignment research aims to develop a system that not only assesses but with SDGs, addressing topics of significant social impact over also actively promotes collaboration in VLEs [10]. The ERS an international online mentoring initiative. discussed later in this paper, is an example of how IRCAI’s SDG4
KEYWORDS Observatory gains a complex capability towards the
Open Education, Machine Learning, Educational Recommender engagement with communities such as in Education. This
System, Conversational Analysis, Virtual Learning Environment discussion then expands towards the appropriate mentorship
of the professionals that will change the domain’s landscape.
Permission to make digital or hard copies of part or all of this work for personal While initiatives in this context are diverse and disperse, the
or classroom use is granted without fee provided that copies are not made or authors are not aware of existing similar approaches [5].
distributed for profit or commercial advantage and that copies bear this notice
and the full citation on the first page. Copyrights for third-party components of
this work must be honored. For all other uses, contact the owner/author(s).
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.sikdd.16
217
2 AI-based strategies for the moderation of across five experimental cycles in different classes at two
online forums on education Brazilian Federal Institutes , in a Portuguese language context. The results indicated a positive impact on student learning,
Entering the age of Big Data, AI is feeding the data-driven digital with 82% of participants acknowledging the relevance of the
transformation across industries including Education. CL recommendations. The system motivated increased
emphasizes the importance of group tasks and joint participation and collaboration, with a notable trend of
participation, wherein students learn by actively engaging in students writing more and systematically organizing their
Even in remote settings, CL enables students to learn together other activities proposed by their teachers, demonstrating the effectiveness of the recommendations. The results also dialogues that facilitate the sharing of ideas and information. ideas in forum posts. Additionally, 90% of students engaged in
through virtual platforms. AI offers new opportunities as a
demonstrate the system's effectiveness in fostering
pedagogical tool, providing adaptive and personalized
environments that can support CL. This research explores the educators. A dashboard was developed for teachers, containing collaboration, with positive feedback from students and
integration of AI into educational contexts, particularly through graphs including one that shows the main terms discussed in
the development of an Educational Recommender System the forum by analysis, in which each edge represents a message
(ERS) that uses CA to identify and promote collaboration from the student with two of these terms, and the nodes in blue
among students in VLEs [1] (see Figure 1). highlight the new terms that emerged in relation to the
previous analysis (see Figure 2).
Figure 2: Visual analysis of students’ collaboration in a discussion
forum where nodes represent actors in the discussion
(students/educators) and edges represent interactions.
Figure 1: The ERS forum analysis screen
The research methodology is divided into three key stages: The development of the ERS represents a significant
Conversational Analysis, applying CA to monitor discussion advancement in promoting collaborative learning in
forums within the Moodle platform, focusing on interactions educational settings [6,7]. By integrating CA into the system,
among students, identifying collaborative behaviors and the ERS effectively identifies and enhances collaboration
level of collaboration among students based on identified to provide personalized recommendations to students, interaction patterns; and Development of ERS , building a teachers, and tutors, fostering a more interactive and interaction patterns; Collaboration Assessment, evaluating the among students. The current implementation of this ERS aims
teachers, and tutors. These recommendations are aimed at collaborative learning environment [6]. Future work will mechanism that provides recommendations to students,
enhancing collaboration and are based on the analysis of forum explore the integration of additional features, such as
interactions [15]. The initial dataset comprises 20,976 wikification and visualization tools, to further enhance the
messages of Moodle discussion forums, with 15,703 posted by system's capabilities. Furthermore, the research will benefit
students from a vocational education school. The analysis from the semi-automatic categorization of educational
focuses on these messages to develop and validate the ERS's resources of a range of formats, including videos as in [3].
recommendations. The quality of collaboration is measured
through various indicators, which are extracted during 3 An AI-based Observatory to Assess the
different stages of CA. Preprocessing applies techniques of Impact of OER Worldwide
the analysis, preparing data for the Although the abundance of information available online, some Natural Language Processing (NLP) to ensure the accuracy of
Resource Processing stage
using Social Network Analysis (SNA) to characterize social of which is labeled as education-related, it is harder and harder
dynamics and interactions among students. Moreover, the to find the appropriate resources that can serve education
Message Attribute Identification either at an undergraduate or a professional training level. is the CA stage that allows
identifying characteristics of students’ messages, , specifically IRCAI’s Open Education Observatory is an initiative dedicated
their questions, and then Topic Modeling is employed to to monitoring, analyzing, and promoting the use of OERs
identify key terms discussed in the forums [12], using globally. It serves as a hub for research insight and fomenting
Tomotopy library (bab2min.github.io/tomotopy) The ERS was tested collaboration, providing valuable insights and data on the
218
adoption, impact, and trends of OER in education systems leveraging equitable access provided by OER, sustainability
worldwide. The observatory supports educators, models, or international cooperation.
policymakers, and institutions in leveraging open resources to
enhance teaching and learning. It is designed to support
government and institutional decision-makers dedicated to
promoting the goals of the 2019 UNESCO OER
Recommendation, which is centred on OER but generally
promotes the ideals of Open Education (see Figure 3).
Figure 4: The architecture of the OER Observatory as an
Elasticsearch-based system that enables the visualization of
heterogeneous data on OERs
For each area, users can filter and find content specific to their
Figure 3: domain of interest: up-to-date news and research on OER Dashboard of visual modules to analyse the most
relevant topics under a certain domain or SDG, and the trends developments, academic studies related to professional
that can direct the education actors preparedness development, and relevant lectures for capacity building;
information on OER policy development; resources and
The Open Education Observatory ingests a range of different research focused on effective, inclusive, and equitable access to
data sources with heterogeneous nature and different quality OER; strategies for developing sustainable OER models;
frequency: (i) worldwide news in almost real-time providing and opportunities for fostering international cooperation
information from a vast catalogue of multilingual world news, through potential new partnerships and shared goals. This
captured in more than 60 languages and based on a variety of organized approach enhances the ability to pinpoint and utilize
wikidata concepts; (ii) published scientific articles, including the most relevant information in each domain. Information
journal and conference papers, mostly peer-reviewed, covering generated by the Observatory can be used to aid in the
over more than 126 million articles with yearly updates; (iii) resolution of problems related to the promotion of OER, by
OER policies from the OER Policy Hub (www.oepolicyhub.org) identifying trends and major areas of discussion, and to explore
that needs to be input into the OER DC Portal; subsequent successful scenarios through similar challenges and cases. The
extraction and enrichment of metadata; preparation of Observatory provide benefits to a range of stakeholders
dashboard related to dashboard based on filters over the including: national governments, providing access to a variety
metadata, as well as OECD policies data and metadata on AI and of perspectives on OER trends for decision-making;
Education with yearly updates; (iv) lectures and videos educational and research institutions, facilitating the access to
selected and filtered on content from Videolectures.net [10] resources and data; civil society, allowing access to information
resources related to OER; (v) a snippet of worldwide public and and training materials that explore the knowledge available
private initiatives related to AI and SDG 4 captured by IRCAI’s towards the implementation of the UNESCO recommendations;
Top100 and related actions; and (iv) a range of worldwide and the general population, empowering open education.
indices with yearly updates on Education-related topics such as
the percentage of children out of school, or the literacy rate in 4 Open Education for a Better World youth and adults (see Figure 4).
materials from the mentioned sources are categorized by international online mentoring initiative aimed at advancing the development and implementation of open educational relevant keywords and concepts closely associated with the To ensure that content is readily available for each focus area, The Open Education for a Better World (OE4BW) program is an
five key areas of the Recommendation. This organization in alignment with the United Nations Sustainable Development resources (OER) that address topics of significant social impact,
allows users to easily filter and access content based on their Goals (SDG) [2,14]. As part of the Slo2Svet project, the program
specific interests within these areas. By doing so, users can received 70 project applications and 87 mentor applications
tailor their exploration of resources to match their focus, from six continents and 25 different countries (see Figure 5).
whether it's capacity building, supportive policy development, The program's activities are structured into thematic clusters,
focusing on areas such as Artificial Intelligence, Displaced
219
Persons, Sustainability, Health and Well-being, Renewable insights provided by automatic text analysis and other AI tools.
Energy, Education, and Youth (specifically targeting developers This will allow us to connect the projects produced by OE4BW
aged 12-24). Throughout the project development process, to the concrete objectives of the Recommendation, providing
progress was closely monitored by a network of mentors and examples of practice that can be leveraged to advance its goals.
hub coordinators, providing essential guidance and support to
OER developers. Additionally, within the scope of the Slo2Svet ACKNOWLEDGMENTS project, evaluation rubrics for the OER projects were
developed and will be utilized during the final conference, We thank the support of the Slovenian Research Agency (ARIS)
where developers will present their completed work. and Ministry of Foreign and European Affairs (MZEZ) on the
project Slo2Svet - Connecting cultures, informing and learning
through Open Educational Resources and AI (V2-2363).
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220
Addressing Water Sustainability Challenges in North Africa with
Artificial Intelligence
Mustafa Zaouini, Maurizio Joao Pita Costa*, Davor Manal Cherkaoui, Anas Ait Hanaa Hachimi, Y. Kaddouri, I.
Santamicone, Lee Chana Orlic, Mihajela Črnko Aomar, Ikram Chairi, Lirmaqui, A. H. Alaoui, O.
AI in Africa IRCAI, Quintelligence Karima Echihabi Ignammas, H. Rahhou
Johannesburg, South Africa Ljubljana, Slovenia UM6P Ibn Tofail University
mus@fliptin.com joao.pitacosta@quintelligence.co Ben Guerir, Morocco Kénitra, Morocco
m candia@usp.br
M. Wahib Abkari, R. Rachidi, K. Gourari, I. Annaki, B. Jearani, J. T. El Azzoiani, M. Ait Essibaa,
W. Laaleg, Z. Hidila, M. Tabaa S. Trabi, T. Zennouhi, M. Sbaa A. Hamidine, H. Lachheb
Moroccan School of Engineering UMP Univesity Al Akhawayn University
Sciences, Casablanca, Morocco Oujda, Morocco Ifrane, Morocco
ABSTRACT AI Everything section of the GITEX Africa in the end of May
2024. It was mostly directed to PhD/MsC students and young
governments towards evidence-based decision-making in text mining on social media, gamification strategies optimizing regards to water resources. In this particular domain, the water consumption, and application of LLM frameworks for amount and heterogeneity of data generated allied to the rapid RAG and AI Agents in the context of water sustainability), progress of scientific research and technological development engaging experts from global agencies like, e.g., UNESCO, AI have created vast amounts of data, but significant challenges to Movement, and UNESCO’s Water Education Institute , as well as gathering, filtering, and making sense of this information. This national companies, research institutions and government. The worldwide where Artificial Intelligence (AI) can position their communities, exploring a wide range of machine learning research institutions, public & private companies and methodologies (from image recognition on satellite imagery, to The topic of water sustainability has been leading the priorities entrepreneurs working on AI to solve problems for the good of
engaging a total 51 students mentored by 15 professors across one of the MENA priorities, takes into consideration the UN 11 research institutions in North Africa, distributed by 14 Water Program for 2024-25 [12], and follows the work done by paper presents the research outcomes of collaborative effort global challenge of this action, "Water, AI and Sustainability" is
selected projects focusing the appropriate application of IRCAI with the European Commission (EC) on the NAIADES
machine learning methods to local and national water Water Observatory [9], as well as the recently opened new
youth challenge co-organized during May 2024 between AI focusing on the impact of AI in SDG 6 [11]. This work aligns with Africa and IRCAI with the support of GITEX. UNESCO’s interests in taking action to capacitate the Youth sustainability problems. These outcomes were motivated by a IRCAI Committee on AI and Water Resource Management [4]
KEYWORDS towards AI, with focus on the recent activities based from
Morocco but with a global scope, including the opening of the
Machine learning, text mining, large language models, community new UNESCO AI Centre, the AI Movement (aim.um6p.ma). engagement, water sustainability, competition
1 Introduction
Building upon common interests, exciting initiatives and
existing projects developed by IRCAI and AI in Africa
(aiinafrica.org), focused on AI and Sustainability, this activity
aimed to build capacity within African youth to advance the
Sustainable Development Goals (SDGs) though AI on challenges
within their own communities and in the region. The AI Youth
Challenge originated in the context of discussions started in
GITEX Dubai in 2023 and forwarded to a concrete event in the
Figure 1: Winner of the AI4Water challenge, designed and
Permission to make digital or hard copies of part or all of this work for personal developed by UM6P students, exposing a water map that
or classroom use is granted without fee provided that copies are not made or pinpoints remote villages with assigned water scores based on
distributed for profit or commercial advantage and that copies bear this notice satellite imagery and crowdsourced data. and the full citation on the first page. Copyrights for third-party components of this work must be honored. For all other uses, contact the owner/author(s).
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.sikdd.17
221
2 Finalist innovative ideas on water lies in its data generation and refinement approach. It creates
sustainability datasets in areas with data scarcity, starting with an automated
Attracting the participation of more than 50 PhD and MsC user-generated content. This closed-loop system employs baseline from satellite imagery and then enriching it through
students across 20 teams based in research institutions in active learning, progressively enhancing accuracy and Morocco, this initiative was designed to encourage a relevance of water scores. conversation between the communities, corporate thought
leaders, the education visionaries, and the ecosystems builders AquaSense. Water management is a critical issue in many
to have constructive conversations around the shifts and needs countries, including Morocco. Severe droughts, poor water
of the changing future landscape. The discussions included distribution, and recent natural disasters raise the urgent need
researchers, start-up communities, technologists, and for better solutions to manage water resources effectively.
government representatives to unite and define the future of AquaSense’s prototype (see Figure 2) offers a smart way to
water sustainability as they see it. The selected AI technologies handle water resources by predicting future water situations,
and methodologies ranged from the use of satellite imagery to visualizing key data, and engaging citizens and communities.
the analysis of news and social media, or the input from water- This helps decision-makers plan better, save resources, and
related sensors and the application of Large Language Models respond quickly to local water issues. AquaSense provides
(LLMs) to describe good practices. We shall proceed with accurate forecasting of water parameters for informed
describing the problems addressed by the finalists of the management and answers water-related questions with
AI4Water challenge, their prototypes and the value of the detailed analysis using the latest data and news. It offers
innovation they brought with them. transparent data visualization through interactive charts,
allowing users to view and upload data easily. The community
AquaScore. The Rural communities in Morocco's High Atlas
Mountains struggle with water management due to limited levels map to locate and help regions in need of water, and a & citizens’ space features real-time news updates, a water
resources and visibility. Despite needing modest funds, these
tool to easily report local water issues.
villages face significant hurdles in accessing support. The
challenge lies in objectively quantifying water issues and
connecting these communities with potential supporters.
AquaScore creates a water map that pinpoints remote villages
and assigns them water scores based on satellite imagery and
crowdsourced data. This enables ranking villages by water
criticality, helping funders and supporters identify where to
direct their assistance effectively. The prototype (described in
Figure 1) also offers a platform for discussing water solutions, Figure 2: Screenshot of the prototype of Aquasense defining
fostering community engagement through gamification parameters, visualizing data and monitoring engagement.
features. By increasing the visibility of rural Moroccan villages
and providing objective water criticality assessments, AquaSense combines two distinct parts of AI: DL (LSTM) and
AquaScore facilitates efficient resource allocation for donors Generative AI (RAG and AI Agents). AquaSense uses
and experts. This AI-driven approach ensures fair and unbiased Multivariate and multistep LSTMs to accurately predict water
assistance to communities in need, promoting water parameters’ levels for the coming years, and Retrieval-
sustainability and improved water management in constrained Augmented Generation and AI Agents to answer water-related
environments. queries with detailed analysis, using the latest data, news,
AquaScore employs a hybrid approach combining Computer predicted parameters, and documents from sources like UN,
Vision (CV) and Natural Language Processing (NLP). CV UNCCD, and EPA. AquaSense uses Tensorflow and Keras (LSTM
algorithms segment satellite images to generate automated model), Pandas and Numpy (data preparation & mgmt.),
baseline water scores, while NLP algorithms extract insights Langchain (LLM framework for RAG and AI Agents), Chroma
from textual data to enhance score accuracy. This combination (Vector DB), Nomic Embeddings (Open-Source embeddings),
allows for objective assessment and continuous improvement GPT3.5-TURBO (LLM model), Streamlit (Web app). Aquasense
of water criticality rankings. The team has already aggregated improves water management by helping stakeholders make
data on 1,322 High Atlas villages, extracted satellite images, informed decisions, enhancing resource allocation, and
and segmented them using Facebook's Segment Anything promoting sustainable practices. Through its innovative
model. This process was completed on UM6P servers using features, it bridges the gap between citizens and authorities,
500GB of storage and 80 CPU cores. The system will which fosters collaboration and reduces water crises over time.
incorporate user-submitted reports and internet-scraped data Also, AquaSense aligns with several UN Sustainable
to further refine water scores. The uniqueness of AquaScore Development Goals (SDGs) such as SDG 6 (Clean Water and
222
Sanitation), SDG 13 (Climate Action), and SDG 11 (Sustainable powered early detection algorithms were prepared to
Cities and Communities). constantly monitor for signs of invasive species, triggering
immediate alerts to enable rapid response. Based on species-
the global problem of water optimization in the light of the specific data, the system can precisely deploy the most effective Water Consumption Tracker. This prototype is addressing
already visible consequences of climate change. That is, the eradication methods, from underwater drones to selective
large amount of wasted water due to irresponsible water use biocides. As invasive species evolve, the AI-driven platform
by the households. The added value lies in the behavioral continuously adapts strategies, ensuring that the interventions
approach: the application is designed to make users more remain effective and environmentally responsible.
water conservation a pleasure rather than a responsibility. YAZ. High unemployment rates in North Africa often translate aware of their attitude toward water consumption, and to make
Introducing a gamification approach as a new strategy should into many individuals employed in low-wage jobs, particularly
help make water conservation more appealing. It is based on youth from low-income households. Severe water scarcity
an app that tracks real-time water usage, provides leading is decreasing exports and rising prices of vegetables
personalized recommendations, and motivates users over a and fruits. Challenges meeting the needs of Morocco's
gamification environment, fostering a community focused on population while being a major exporter of produce to global
sustainable water use. markets. This AI-based agricultural solution is based on Smart
Regressor to find patterns between the households vertically indoors and outdoors, offering optimal use of characteristics and their water usage behavior. We plan to add available spaces. The adoption of hydroponics in Africa has the The use of Machine Learning models such as Random Forest Hydroponic Towers designed to efficiently grow crops
providing custom tips to optimize water usage. The approach potential to create millions of new jobs in the coming years. GenAI using LLM model as a chatbot to support our vision by
was fundamentally based on: (1) collecting data about the Integrated with GPT architecture, the technology allows real-
households using our application UI; (2) providing optimum time monitoring, pest detection, and yield estimation. YAZ
water consumption level by the ML model based on the data hydroponics are a shift towards a resilient and sustainable
collected; and (3) monitoring water usage through IoT sensors Moroccan agriculture.
used to optimize the ML model performance. Our approach can The tools and technologies presented in this paper that are and the notification system of our App. The data collected is
potentially reduce household water waste by 20-50% open source, are available at IRCAI’s SDG Observatory GitHub by
educating users about their consumption habits through repository (github.com/IRCAI-SDGobservatory).
notifications, ranking systems, and feedback mechanisms.
3 From concept to prototype in a month
AI in Africa in collaboration with IRCAI conducted a gathering
of minds which culminated in a 1-day summit around
technologies and shifts of the future, hosted by GITEX in the AI
Everything section of the GITEX Africa 2024. Between 26th
April and 31st May, 55 PhD and MSc students from 11 research
institutions took part of a complete program including expert
sessions kicked-off at the AI movement, UNESCO’s new center
for AI in Africa, and engaging experts in water-related topics
such as Matjaž Mikoš, UNESCO chair for landslide risk
reduction, droughts and floods, discussing our recent research
on news mining for extreme weather events [5, 6]; Gerald
the Water Consumption Tracker at the AI stage of GITEX Africa. Corzo Perez, senior researcher at the UN Water Education IHE Figure 3: The pitch of one of the top 3 teams – Ghayt – presenting
Delft, discussing our ongoing research on Water, AI and Twitter
Aquatic Biodiversity. [7]; and Ignacio Casals, R&D Manager in Aguas de Alicante The introduction of non-native species
into marine ecosystems presents a significant threat to the Spain, providing a industrial perspective on the use of AI to
fragile equilibrium of these vital environments. Invasive tackle the challenges of wastewater management [8].
species, often aggressive, can outcompete native organisms, The students were followed across 8 stages including:
leading to disrupted food chains, altered habitats, and conceptualization; data collection, analysis and visualization;
potentially irreversible ecological harm. From coastal areas to methodology and implementation, prototype building and
the open sea, the swift proliferation of invasive plants, animals, pitch (see Figure 3). In order to maximize the impact of the
and microorganisms endangers the biodiversity, productivity, programme, the content from the abovementioned
and resilience of our marine life. Addressing this escalating opportunities will be organized across UNESCO’s most related
global issue requires immediate and decisive action. AI- to the five areas: (1) capacity building; (2) developing
223
supportive policy; (3) effective, inclusive and equitable access 4 Conclusions and further work to quality Education; (4) nurturing and creating sustainability
The capacity building to enhance opportunities can benefit
models for Water Sustainability; and fostering and facilitating
from the engagement of the Youth in AI-driven challenges that
international cooperation.
start in research problems deriving from issues to address in
their communities. Problems they know well and data that they
often have privilege access to, with promising impact that can
ensure the sustainability of the innovation offered. The
initiative served us also to collaboratively discuss sustainable
solutions that help large scale recovery and define a better and
more hopeful inclusive Africa. The winning outcomes of this
challenge will integrate a vibrant worldwide Community of
researchers and entrepreneurs focusing on AI and SDGs,
Figure 4: The phases of the training curriculum across 5 weeks. starting with SDG 6, and supported by initiatives such as
IRCAI’s Top 100 or the SDG Observatory. Ethical considerations
The training curriculum included weekly seminars open to are being addressed in the context of the EC project AI4GOV.
public, training workshop for participants, showcases
and mentoring sessions (see Figure 4). The discussions ACKNOWLEDGMENTS forming the bae concepts of the participant projects were held
in the light of IRCAI’s re This research was partially funded by the European search and research achievements (see
Figure 5), aiming at building research collaboration bridges. Commission’s Horizon research and innovation program under
grant agreement 820985 (NAIADES) and 101120237 (ELIAS).
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[1] Blazhevska V.(2020). United Nations launches framework to speed up
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[3] International Water Association and Xylem Inc (2019). Digital Water:
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(2022). Natural-hazard-related web observatories as a sustainable
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programme can be used by companies, government and 1, No. 1, Springer (in print).
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progress on SDG 6; (ii) educational institutions, offering access [10] Pita Costa J., Zaouini M., Crnko M., Polzer M., Corzo Perez G., Mikoš M., Orlic D. and Jermol M. (2024) Challenging Water Sustainability in Africa to information on current trends on Water Sustainability Through AI, Proceedings of the HHAI 2024 workshop on AI in Africa and
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2024-2025
224
Predicting poverty using regression
Luka Urbanč Marko Grobelnik
Jožef Štefan Institute Jožef Stefan Institute
Ljubljana, Slovenija Ljubljana, Slovenija
urbancluka3@gmail.com marko.grobelnik@ijs.si
Joao Pita Costa Luis Rei
IRCAI, Quintelligence Jožef Stefan Institute
Ljubljana, Slovenija Ljubljana, Slovenija
joao.pitacosta@quintelligence.com luis.rei@ijs.si
Abstract defined by each country individually, recognizing that different
Poverty reduction is the first Sustainable Development Goal set countries have different measures of, e.g., what life conditions
by the United Nations to be achieved by 2030, but current data and how much income makes an individual reach a "poor" status,
indicates that the progress is insufficient. The diverse factors as well as how we can normalise this to better compare these
influencing poverty across different nations pose a challenge in relative indicators between countries. We are still missing a clear
developing effective predictive models. This paper evaluates the theory in poverty research, despite the issue existing for a number
use of various regression models to predict poverty rates using a of decades [2]. With that being said, some authors have already
comprehensive dataset of 111 variables from sources such as the explored the causes of poverty. For instance, corruption, political
UN and the World Bank. The data, spanning multiple domains instability, ineffective local governance, government polices, gen-
like political stability, education, and economic conditions, was der inequality and short-term wage replacement policies, such as
preprocessed and transformed to create auxiliary features and maternity leave benefits and sickness pay, impact relative poverty
interactions. Among the models, Ridge regression yielded the [6, 7]. When assessing what people believe causes poverty some
best results, achieving a Root Mean Square Error (RMSE) of 3.6, geographical differences emerge. For example, the United States
indicating high predictive accuracy on a global scale. This study are mostly of the thought that an individuals traits are responsible
highlights the importance of addressing multicollinearity and for poverty, while countries in Europe have a blend of individ-
incorporating a wide range of features to improve the general- ualistic, fatalistic and structural beliefs such as lack of will, bad
izability of poverty prediction models. Future research should luck and social injustice respectively [4].
explore more complex methods, such as neural networks, and Machine learning (ML) has also been used in academic re-
refine model hyperparameters for enhanced performance. search to identify trends and analyze data in most fields, includ-
ing poverty research. Although a number of papers have already
Keywords been published on the use of ML to predict poverty [1, 10, 12, 5,
3, 8] (for more see [11]) including combining satellite images and
poverty, linear regression, lasso regression, ridge regression, elas-
neural networks to help predict poverty in five African countries
tic net regression, sustainable development goals
[5], most take a limited number of variables. Usmanova’s litera-
1 ture review found 22 papers published between 2016 and March Introduction
2022, with a total of 57 AI methods applied, the most popular be-
The need to eradicate poverty has been a long standing issue,
ing random forest, used in more than half of all papers reviewed.
which was globally recognized numerous times, most impor- It also found most papers focus only on African and South Asian
tantly in the United Nations (UN) Sustainable Development Goals
countries, a finding consistent with our own [11].
(SDGs), being given the number one spot of SDG1: "End poverty In this paper we focus on the following research questions: (i)
in all its forms everywhere", which should be achieved by 2030.
can regression be useful to identify the most influential features,
The latest UN report on the progress made in achieving SDG1 from a large amount of global indicators; and (ii) can direct and
indicates Poverty has returned to pre-pandemic levels in middle-
indirect causality relations be identified that signal new indicators
and high-income countries, with poverty in low income countries
relevant to the Poverty-related issues?
still a fraction above those reported in 2019. While the trends
seem to be going in the right direction, the UN warns that the cur- 2 Data
rent pace of improvement is insufficient to reach the agreed goals
before 2030. This raises the question of what impacts poverty To address the research questions, we utilized 111 primary vari-
rates the most and how countries can most effectively reduce ables from sources such as the UN and the World Bank, aggre-
poverty levels. gated through the Our World in Data portal. These variables span
To fully understand and address the issue of poverty, one must diverse domains, including political stability, policies, education,
navigate several definitions, which can often lead to confusion. healthcare, economic conditions, and inequality. We prioritized
The baseline definition used in this paper is the poverty line as is features that prior research has identified as significant, while
also incorporating some factors that are less intuitively linked
Permission to make digital or hard copies of all or part of this work for personal to poverty. The dataset was then used to train various models
or classroom use is granted without fee provided that copies are not made or aimed at predicting poverty rates across countries. This task is
distributed for profit or commercial advantage and that copies bear this notice and
the full citation on the first page. Copyrights for third-party components of this particularly challenging because countries respond differently
work must be honored. For all other uses, contact the owner/author(s). to the same variables. For instance, GDP growth tends to have a
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia more significant impact on poverty reduction in developing na-
© 2024 Copyright held by the owner/author(s).
https://doi.org/https://doi.org/10.70314/is.2024.sikdd.20 tions compared to developed ones. Additionally, many variables
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Urbanč et al.
are strongly correlated, making it difficult for linear regression the basic parameters in addition to the mathematically derived
models to capture their relationships accurately. columns.
As previously mentioned, most of the data used in this paper
was sourced from ourworldindata.com (OWiD), with some ad-
ditional data coming from fao.org—including variables such as
foreign direct investment inflows and outflows, and the added
value of agriculture, among others. Data on the transatlantic slave
trade and colonial rule was obtained from www.slavevoyages.org.
All datasets were preprocessed before being merged, following a
series of steps.
The first preprocessing step involved light modifications, such
as removing irrelevant columns, renaming columns, and exclud-
ing data from before 1987 and after 2023 due to gaps and incom-
plete data. Despite increased reporting in recent years, many
countries still omit certain indicators, complicating model train-
ing. To address this, missing features with more than 𝑛 data points
for a given country were interpolated, with the edges filled using
backward fill (bfill) and forward fill (ffill). Those with less than 𝑛
data points used the mean of the country’s income group for the
given year as a filler value. The number 𝑛 was intuitively chosen
to be five and the methods bfill and ffill were chosen to prevent
the use of unrealistic data. The World Bank classifies countries
into income groups: low (less than 1,045 USD), lower-middle
(1,046 USD to 4,095 USD), upper-middle (4,096 USD to 12,695
USD), and high income (12,696 USD or more). However, it is im-
portant to note that the data generated using the aforementioned
methods somewhat reduces overall robustness.
The next step involved generating auxiliary columns, specifi-
cally lagged columns and changes in value for relevant parame-
ters. For instance, the row corresponding to Niger in 2013 would
also include the GDP per capita for 2012, 2011, and earlier years,
in addition to the value for 2013. This approach reflects the fact
that poverty trends often manifest in response to changes over
time, rather than immediately. The default number of years for Figure 1: Scheme of adopted methodology lagged data was set to five. Similarly, we incorporated changes
in value over the same five-year period to capture more explicit
data on unusual events, such as the onset of wars or significant
political changes. 3 Methodology
Next each primary parameter was also used as an argument In order to predict worldwide poverty levels, we have used dif-
for a number of mathematical functions in an effort to see if any ferent linear regression models and compared their accuracies.
correlations aren’t linear but perhaps squared, cubed or another With this we aimed to ease the interpretability of the models,
elementary function. The functions used were: 𝑥 2 3 , 𝑥, ln 𝑥, sin 𝑥, which is harder to obtain with more complex methods such a
cos𝑥 , tan 𝑥, arcsin 𝑥, arccos 𝑥 , arctan 𝑥 to try and capture any neural networks. To perform the research work that is the base
elementary nonlinear dependence within the model. of this paper, we have selected ordinary linear regression, lasso
The last step was to create all possible products with the avail- regression, ridge regression and elastic net regression as the mod-
able primary parameters, as creating all possible products with els to compare. OLS regression struggles with multicollinearity,
all auxiliary parameters included would have been computation- where predictor variables are highly correlated, leading to un-
ally inefficient. After all these steps were made, the individual stable estimates of the coefficients. Ridge regression addresses
columns were fused together. This method of preprocessing in- this by adding an L2 regularization term, which penalizes large
creases the possible variables included, making the model even coefficients and helps to stabilize the estimates in the presence
more general and retaining as many rows of data as possible. of multicollinearity. By shrinking the coefficients, ridge regres-
The function responsible for preprocessing, generating and sion reduces the sensitivity of the model to colinear predictors,
merging the data has a few parameters: basic_parameters_only, ensuring more reliable and generalizable results. Unlike lasso,
combinations and math. basic_parameters_only determines, if ridge retains all predictors, making it particularly useful when
the model will only contain data obtained from various online multicollinearity is a key concern but feature selection is not
databases, or if the model should include generated data: the the goal. We use the implementation of these linear regression
change in value and values for previous years. combinations de- algorithms in scikit-learn [9].
termines, if the model should create all possible combinations The datasets were split into training and test sets using the
with the primary parameters and math determines if mathemati- sklearn function train_test_split, with 80% for training and
cal columns are included in an attempt to gain a deeper insight 20% for testing. The training set was used to train four regression
into the features’ relationships. The parameters are marked with variants (LinearRegression, Lasso, Ridge, ElasticNet),
B, C and M. For instance, B+M would mean the file contains all with a random state seed of 42. while the test set was used to
Predicting poverty using regression Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
determine the mean squared error (MSE) and 𝑅 2 value using the
functions mean_squared_error and r2_score from [9], both
common metrics used to assess models accuracy. All models
except OLS regression also had the data standardized before
training. The hyperparameter 𝛼 for the models was sensibly
chosen as 0,1. The results, seen in Table 1 are color coded: red
for poor performance, yellow for intermediate, and green for the
best. The variation in the number of rows is due to the exclusion
of rows with insufficient yearly data, which were dropped when
calculating differences from previous years.
After identifying the most successful model, we proceeded to
compare its performance between high-income and low-income Figure 2: Visual representation of model weights
countries. This comparison aimed to assess how the accuracy and
frequency of reported data influence the model’s performance.
These two income groups were chosen because low-income coun-
tries typically report less data with lower accuracy, while high-
population with urban and rural population share. Other no-
income countries provide more precise reports. We selected all
table combinations include secondary school completion with
high- and low-income countries from the dataset that were not
women’s civil liberties, internet usage with sanitation access,
used during the model’s training. From the 20% of data reserved
and military spending with wealth distribution. The weights also
for evaluation, 444 rows (30%) belonged to high-income countries,
reflect factors like infant mortality, years colonized, and agricul-
and 368 rows (24%) belonged to low-income countries.
tural employment. Figure 2 further illustrates the decline in the
We used the trained model to predict poverty levels for these
absolute value of these weights.
groups and evaluated its performance using the MSE metric to
The model performed better on high-income countries, with
analyze differences between income groups. Additionally, we
an MSE of 6.60, significantly below the overall MSE. In contrast,
calculated the maximum error to determine if the average per-
the MSE for low-income countries was 20.68. The maximum
formance was skewed by outliers. A similar evaluation was con-
error was also lower for high-income countries (22.1) compared
ducted on the data from Slovenia and Somalia, which were part of
to low-income ones (34.4).
the split. Slovenia had 8 rows of data, and Somalia had 6, allowing
The difference in the model’s performance on Slovenia and
us to explore how missing data impacts the model’s performance,
Somalia was notable. For Slovenia, the MSE was 0.78 with a
as Somalia had significantly fewer data points overall.
maximum error of 1.54, far below the overall metrics. Somalia,
however, had a much higher MSE of 95.7 and a maximum error of
18.7, likely due to less reliable and extreme poverty data, which
4 skews the model’s performance on extreme cases. Main Results
The file configuration plays a critical role in the model’s per-
formance. The results show that C+M, C, and B+C are the best 5 Discussion
configurations. The C+M file includes all basic features, lagged Firstly, the fact that ordinary least squares linear regression
values, changes in value, mathematical columns, and all possi- couldn’t produce an accurate model confirms the fact that the
ble combinations of basic parameters, totaling 8,236 parameters. parameters are indeed correlated. This is probably also the rea-
Configuration C contains all basic features, combinations, and son why the ridge regression model performed the best: ridge
lagged and difference columns. Lastly, B+C includes only the regression is used to address the issue of multicollinearity and
basic parameters and their combinations. All top-performing the features included are mostly strongly correlated, as stated in
models were trained on these datasets. the introduction. Furthermore, the correlation between parame-
The results in Table 1 show considerable variation. Models ters is obviously drastically increased by generating all possible
trained with ordinary least squares regression performed poorly, products of basic parameters.
with the best model reaching an RMSE just under 10.15 and an Secondly, the impact of mathematical columns needs to be
𝑅 2 of 0.50. In contrast, lasso and elastic net regression achieved considered. Of the first four models, two have mathematical
better results, with RMSEs around 7 and 𝑅 2 values close to 0.80. columns and two don’t. Of the eight models generated, three
Ridge regression also struggled, except for configuration B+C, of them perform worse if mathematical data is present, while 5
which provided the best results with an RMSE of 3.6 and an 𝑅 2 performed better with mathematical data included. This might
of 0.94. However, caution is advised when interpreting models indicate some deeper connection, which would be interesting
using configuration C+M or C, due to the high number of features to try and understand. Furthermore, lasso regression handles
relative to the dataset size, which could affect their real-world mathematical columns much better compared to the other models
reliability. used due to its ability to exclude features.
The model weights reveal that only products are present The impact of product combinations of basic features stands
among the top ten most important factors. These products in- out, with all better-performing models having the combinations
clude data on population, population density, agriculture, equal- parameter set to True, suggesting deeper relationships between
ity, healthcare, and education. The largest weights show the variables. Exploring these connections further, perhaps by train-
biggest differences, gradually decreasing in magnitude. The top ing a neural network on the basic parameters and comparing
ten weights range from just over 10 to 7, with the highest weights it to linear regression models, could be insightful. If the neural
involving combinations such as population and population den- network performs better, further investigation into these correla-
sity, meadows and pastures with the global peace index, and tions would be needed.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Urbanč et al.
Structure Linear MSE Linear 𝑅 2 2 2 2 Lasso MSE Lasso 𝑅 Ridge MSE Ridge 𝑅 Elastic net MSE Elastic net 𝑅 Shape of X
M 203 0.031 74 0.65 - - - - (7653, 2131)
None - - 109 0.48 163 0.22 108 0.49 (7653, 1221)
C+M 198 0.054 45 0.78 - - 40 0.81 (7653, 8236)
C - - 50 0.76 - - 45 0.79 (7653, 7326)
B 103 0.50 110 0.47 103 0.50 111 0.46 (7661, 111)
B+C - - 48 0.77 13.3 0.94 43 0.79 (7661, 6216)
Table 1: MSE and R-squared values for different regression models and dataset configurations. The presence of B, C or M
signals the presence of basic basic parameters only (B), combinations (C) and mathematically (M) derived columns in the
dataset. A dash is used to label non-converging models with a negative R-squared value.
The dataset used spans from 1987 to 2023, which is relatively through testing of numerous linear regression models using open
short, given that poverty often has deep historical roots. Al- data, with the best model being created by using ridge linear
though data becomes scarcer in earlier years, those points could regression trained on data which also included all possible com-
still be crucial for improving model accuracy. Moreover, most binations of the basic features included in the dataset. The basic
hyper parameters in this paper were chosen sensibly due to time parameters included consist of 111 different parameters describ-
and computational constraints. Different values for the number ing countries across 36 years. Better models could possibly be
of lagged years, years of differences, hyperparameters in the generated using more complex methods such as neural nets or
training of models and the minimum number of data points re- random forest, gaining in accuracy but compromising the ex-
quired to interpolate missing data could all lead to interesting plainability of the model. The models could also benefit from
discoveries and improvements of the generated models. Our re- hyperparameter tuning during the whole process to improve
sult here shows it is possible to achieve this degree of accuracy, results and find the optimal values. We will be addressing this in
but it doesn’t limit what the best model could be. The elastic net, further research.
especially, should benefit from such a tuning.
As stated in [11], the recent literature mostly uses the random 7 Acknowledgements
forest model and, in fact, ordinary linear regression wasn’t even This research was partially funded by the Future of Life Institute
in the top ten most common methods. An interesting thing to under the project "An AI-driven Observatory Against Poverty",
explore would also be the performance of random forest using and the European Commission’s projects under grant agreement
the best configuration, B+C. The models may struggle to capture 101135800 (RAIDO) and 101120237 (ELIAS). correlations between variables due to differing impacts across
countries, as mentioned in the introduction. A potential solution References
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for each group. While this could improve predictions, it raises sion models for measuring multidimensional poverty dynamics. Statistical
two challenges: how to split countries without bias and how to methods and applications, 11, 359–369.
[2] David Brady. 2019. Theories of the causes of poverty. Annual Review of
ensure enough data for training. Sociology, 45, 1, 155–175.
The weights in the model further emphasize the issue of mul- [3] Muse A.H. Hassan A.A. and Chesneau C. 2024. Machine learning study
ticollinearity among the parameters, with only product terms Transactions on Radiation and Plasma Medical Sciences using 2020 sdhs data to determine poverty determinants in somalia. IEEE , 14, 1, 5956.
emerging as the most influential. However, this does not reveal [4] Dariush Hayati and Ezatollah Karami. 2005. Typology of causes of poverty:
the true importance of individual parameters, as they may en- the perception of iranian farmers. Journal of Economic psychology, 26, 6,
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hance the impact of another factor within the product term. Addi- [5] Neal Jean, Marshall Burke, Michael Xie, W Matthew Davis, David B Lobell,
tional research is needed to better determine the true significance and Stefano Ermon. 2016. Combining satellite imagery and machine learning
of these parameters and gain a clearer understanding of what to predict poverty. Science, 353, 6301, 790–794.
[6] AH Ng, Abdul Ghani Farinda, Fock Kui Kan, Ai Ling Lim, and Teo Ming Ting.
drives poverty rates up or down. It can be seen in Figure 2, the 2013. Poverty: its causes and solutions. International Journal of Humanities
models weights occupy a wide range. It is clear that some features and Social Sciences, 7, 8, 2471–2479.
are more important, based on their weights and further work is Flaviana Palmisano. 2019. Gender equality and poverty are intrinsically [7] Rense Nieuwenhuis, Teresa Munzi, Jörg Neugschwender, Heba Omar, and
being done to understand which features stand out and why. linked: A contribution to the continued monitoring of selected sustainable
The model also performed better in predicting poverty lev- development goals. Tech. rep. LIS Working Paper Series.
[8] Shah O. and Tallam K. 2023. Novel machine learning approach for predict-
els in high-income countries compared to low-income countries. ing poverty using temperature and remote sensing data in ethiopia. IEEE
This discrepancy can likely be attributed to the fact that high- Transactions on Radiation and Plasma Medical Sciences, 5, 6, 2302.14835.
income countries report more data with greater accuracy, allow- [9] F. Pedregosa et al. 2011. Scikit-learn: machine learning in Python. Journal
of Machine Learning Research, 12, 2825–2830.
ing the model to identify underlying patterns more effectively. [10] Mubaraq Dele Sulaimon. 2020. Multidimensional poverty and its determi-
In contrast, much of the data for low-income countries had to be nants: empirical evidence from nigeria.
interpolated, which reduced variability between countries and 2022. Utilities of artificial intelligence in poverty prediction: a review. [11] Aziza Usmanova, Ahmed Aziz, Dilshodjon Rakhmonov, and Walid Osamy.
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negatively impacted the model’s performance. tainability, 14, 21, 14238.
[12] Huang Zixi. 2021. Poverty prediction through machine learning. In 2021
2nd International Conference on E-Commerce and Internet Technology (ECIT).
IEEE, 314–324.
6 Conclusion
In this paper, we have shown that a general model exists, based
on linear regression methodologies, which can predict poverty
with a relatively high accuracy (RMSE of 3.6). This was achieved
Fact Manipulation in News: LLM-Driven Synthesis and
Evaluation of Fake News Annotation
Luka Golob Abdul Sittar
lukag26@gmail.com abdul.sittar@ijs.si
Jožef Stefan Institute and Jožef Stefan Postgraduate Jožef Stefan Institute and Jožef Stefan Postgraduate
School School
Jamova cesta 39 Jamova cesta 39
Ljubljana, Slovenia Ljubljana, Slovenia
Abstract (1) A methodology to create synthetic data for fake news
using LLMs.
Advancements in artificial intelligence and increased internet
(2) We then use this methodology, to adapt the FA-KES dataset
accessibility have made it simpler to create and disseminate fake
1
with 100 additional synthetic fake news .
news with customized content. However, they also improved the
ability to analyze and identify such misinformation. To effectively In Section 2, we discuss work that is closely related to our task.
train high-performance models, we require high-quality, up-to- Section 3 then outlines the methodology for generating synthetic
date training datasets. This article delves into the potential for fake news, culminating in Section 4, where we present the results
generating fake news through factual modifications of articles. and introduce some modifications to the methodology. Finally, in
This is facilitated by prompt-based content generated by large Chapter 5, challenges, capabilities, and potential improvements
language models (LLMs), which can identify and manipulate are considered.
facts. We intend to outline our methodology, highlighting both
the capabilities and limitations of this approach. Additionally, 2 Related Work this effort has resulted in new quality synthetic data that can be
A wide range of approaches to generate fake synthetic news with
incorporated into the standard FAK-ES dataset.
LLM has been developed. In [8] authors generated huge amounts
of fake news and categorized them into multiple categories. LLMs
Keywords can generate fake news by altering the style to mimic credible
fake news, synthetic data, fact extraction, fact verification, large sources or using sensationalism to influence perception. They
language models can subtly manipulate content to be perceived as true, blend real
and fabricated information to exploit cognitive biases, or create
1 Introduction convincing fictional narratives.
In general, when making a dataset we want a diverse distribu-
Synthetic data refers to artificially generated data that is not
tion of fake datasets. In our case, we will focus on one way of data
obtained by direct measurement or observation of real-world
change, which comes under the umbrella of . Content Manipulation
events. Instead, it is created using algorithms and simulations.
Similar news manipulations can be seen in [7] where the authors
The primary purpose of synthetic data is to provide a realistic
use two main techniques. The first one extracts the summary
alternative to real data for various use cases, such as training
from the original text, which preserves the main content, which
machine learning models, testing systems, ensuring data privacy,
is then changed to produce a fake article. The second one asks a
and more.
question about the article and changes the content of its answer,
We will generate synthetic data from news articles. By making
to construct a new article. Our approach is in nature similar to
sure, that the information in the news is changed we can safely
the Question-Answer framework.
call it fake news. In our article, fake news will denote articles that
are and false [4]. Synthetic data enhances verifiably
intentionally Many articles provide fake news detection models made using
synthetic data. Most popular are deep neural networks such as
model training by providing additional examples to supplement
BERT [1]. But there are other fact-based approaches for fake news
scarce labeled datasets and allows for privacy-conscious testing
labeling as in [3]. In [2] they used GPT4-turbo for prompt-driven
without real content manipulation. It enables adaptability to
fake news detection.
evolving fake news tactics by simulating diverse scenarios from
the newest data, thereby improving the robustness and resilience
of detection algorithms [3]. 3 Methodology
Large language models (LLMs) made a huge difference in the The methodology is divided into four conceptual steps: Data
world of news. Fake news is now much easier and cheaper to collection, Characterization of facts, Fact extraction, and Fact
construct, but we also have additional methods to help us tackle manipulation as presented in Table 1.
its spread. Numerous articles appeared trying to partake in this
effort. The following are the main scientific contributions of this 3.1 Data Collection
paper:
The publicly available FA-KES dataset [5], focused on the Syrian
war, addresses the deficiency of manually labeled datasets in
Permission to make digital or hard copies of all or part of this work for personal
this domain of news data. It comprises 804 articles sourced from
or classroom use is granted without fee provided that copies are not made or
distributed for profit or commercial advantage and that copies bear this notice and various media outlets. We used 426 articles that were manually
the full citation on the first page. Copyrights for third-party components of this labeled as authentic news, but we could just as well use the other
work must be honored. For all other uses, contact the owner /author(s).
(fake) articles.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
© 2024 Copyright held by the owner/author(s).
1
https://doi.org/10.70314/is.2024.sikdd.13 https://github.com/golobluka/Fake- news- generation- from- FA- KES- dataset
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Luka et al.
Data collection 3.4 Fact Manipulation and Synthetic News Characterization of facts
Generation
Should have textual and 1.Name of casualty The objective is to modify relevant information without altering
statistical facts 2.Gender or age group the writing style or topic of the article. For this transformation,
3.Cause of death we used a chain of thought prompt, which for a given fact: 1)
4.Type changes the fact to another with a different meaning, 2) generates
5.Actor a new article based on the altered facts. By changing one fact at
6.Place of death a time, quality is improved compared to altering multiple facts
7.Date of death simultaneously, as one fact creates a clearer chain of instructions.
LLMs such as often struggle with precise changes Llama3.1:8B
Fact Extraction Fact manipulation in the article, such as modifying implicit references or incorpo-
rating new facts. Quality can be improved by carefully adjusting
Name of casualty: Civilians Name of casualty: the prompt content.
Gender or age group: e.g., Manipulated fact LLMs are also exceptional in summarization and paraphras-
child, adult, senior Gender or age group: ing. Both are used simultaneously with changing the facts. The
Cause of death: shooting, Manipulated fact problem is that we aim to maintain the extracted facts when sum-shelling, weapons, etc. Cause of death:
Type: military personnel marizing. But this is not crucial, as it usually has better results Manipulated fact
Actor: rebels, forces Type: Manipulated fact as article generation.
Place of death: Airbase Actor: Manipulated fact
Date of death: April 7, 2017 Place of death: Manipulated 3.5 Fake News Annotation and Fact
fact verification
Date of death: Manipulated
fact After we have generated the fake articles, we can label that data
as “fake” or “non-fake”, based on comparison with extracted facts.
We performed this labeling with various models and compared
Figure 1: A methodology to generate synthetic data for the performance of labeling,to get the best model. In this ex-
fake news detection periment we decided for Llama3.1. To do the labeling, we are
performing fact verification [4]. The fact verification task in gen-
3.2 Characterization of Facts eral is making a decision as to whether a claim is correct, based
on the explicitly-available evidence, such as Wikipedia articles
While making the FA-KES dataset, its authors created seven fac-
or research papers. We have the extracted fact, which will be
tual categories:
compared to the article content. The question thus becomes: Do
these facts appear in the given article? This approach emphasizes
(1) (4) , Name of casualty Type
factual content rather than the overall sentiment of the article.
or group, (5) Actor,
There are two primary types of prompts: 1) Direct prompts
(2) (6) , Gender or age Place of death
that present the article and a table of facts, asking if the facts
group, (7) Date of death.
relate to the article, 2) Structured prompts that inquire about
(3) , Cause of death
the correspondence of one fact at a time with the article. The
question is: Does this fact correspond to the content of the arti-
It is crucial to note that all articles have a similar structure,
cle? This method combines individual results into an aggregated
describing war incidents. This allows us to establish a consistent
score. Say the is characterized as Place of death Idlib and
framework of facts, such as actor and casualty details. We stick
Daraa provinces. Then the question posed to LLM is of the form:
to those facts, but generate them differently, employing LLMs
Read the article and understand its places of death.
capabilities with faster and cheaper execution, albeit with a slight
Do Idlib and Daraa provinces “really correspond” to
reduction in reliability.
places of death in the article?
3.3 We are not as interested in labeling, as we are interested in Fact Extraction
the quality of produced synthetic fake news. For this purpose,
We extract facts by constructing prompts for LLMs. First ap-
we will also use fact verification in a slightly different way. We
proach was a few-shot prompt, which gives some examples of
are asking the LLM: Were the factual changes in fake news really
output. Later we constructed an additional approach: Say we
made, as they were supposed to? A similar method is used in the
are extracting the fact with this second tech-Place of death
article [7].
nique. We give a detailed description of what should be extracted
and then LLM reads the article and performs the task solely on 4 Experimentation and Results this basis. This description is usually longer and contains more
context. The issues with fact extraction in general are: 4.1 Experimental settings
• Some articles lack certain facts or merely imply them. We selected 426 articles labeled as authentic news from FA-KES
LLMs can identify this, outputting responses such as “No dataset. Then facts were extracted and transformed, as described
information.” in the previous section. At first two basic approaches were used
• Longer articles may contain multiple events, each with dis- to randomly choose 70 news articles and transform them. After-
tinct data such as dates or casualties. This can be managed ward, we used the labeling procedure to compare performance,
by creating separate tables for each event or consolidating resulting in the table 1. Based on the results we then composed
all events into a single table with various facts. the final algorithm, which would be manually evaluated.
Fact Manipulation in News: LLM-Driven Synthesis and Evaluation of Fake News Annotation Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
4.2 Table 1: Comparison of fake synthetic data. Evaluation
For every experiment, we first manually checked a minimum 10
Type of data Number of facts manipulated Precision Recall F1 Accuracy
percent of random examples to get an overview of how well the
Summarization 2/7 0.74 0.63 0.68 0.71
LLM was able to do the job. It is quite useful to print text that rep-
Detailed facts 2/7 0.70 0.80 0.75 0.73
resents the procedure of decision-making that LLM undertakes,
when challenged with the task. It was even helpful to see LLMs
generated thinking procedure, as this gives valuable insight, into this context, leaving it unchanged in most cases. Our fake news
what is going on “under the hood”. We believe that manual fact- fails to preserve enough coherence to be trusted by a skeptical
checking is the first and most crucial step in generating good reader, who tries to connect background material to the event in
prompts. Based on fallacies one can then adjust prompts content. the article.
To shed some light on this procedure we have made the following Generating false text, while maintaining coherency, is chal-
overview. lenging for LLM. In this task, we have changed one fact: for
example, the may be changed to another city Place of death
4.3 Fact Extraction Results or neighborhood. Then this fact must be changed in the article
while maintaining other factual information. Here are the main
Name of casualty or issues: Members of Nusra Front
group: • In the beginning some facts did not get changed, or the
Gender or age group: Adults (no specific age men- facts were altogether just removed from the article. We
tioned) managed to reduce this error by adjusting the prompt. It
Cause of death: Explosion at a mosque is difficult to adjust all occurrences of the fact, especially
Type: if it is only implied and not explicitly stated. We managed
Non-civilian (militants)
to minimize this problem, by a method yet to be shown in
Actor: Unknown (no group section 4.5.
claimed responsibility, but •
What remains is the problem of a wider context, Suppose
supporters blamed ISIS)
we change the town of the incident, then we must change
Place of death: Ariha, Idlib province, Syria the name of the neighborhood accordingly. LLM usually
Date of death: Not specified in the article fails in this, leaving our article inconsistent, which is a
widespread problem.
• LLM does not want to output the content because of harm-
Figure 2: Example of fact extraction. ful content or does not want to produce articles that could
be used with illegal intent. This was quite a common prob-
LLMs are capable of recognizing different topics and extracting lem, which is also reasonable, based on the violent con-
words that correspond to this topic, and also noting if the fact is tent of articles and the possible abuse of LLM-generated
not mentioned. At first, we extracted short words as represented content. The best thing to prevent this error is to use un-
in Figure 2. censored LLM. In other cases, one can adjust the prompts
The issue begins with nuances. For example, in many articles by removing suspicious words like “fake news”.
the is only suspected but not known. In some cases, ac- The Generated article was shorter, skipping the original Actor • tor and causality are not precisely distinguished. This usually text which was not linked to extracted facts. This problem
leaves LLM to some kind of arbitrariness. For this purpose, We was reduced but still exists in long articles.
also added a longer description that better captures the nuanced If the fact is not present in the article, then it is hard •
subtleties related to facts. This can also be captured in Table 1. for LLM to incorporate a new fictitious fact into the text.
There we see the results for short (normal) or detailed extracted Mainly it just adds the information in separate sentences.
facts. The recall is far worse in the case of short prompts. This When we change facts, traces of the old facts still persist. •
likely means that there is an abundance of false negatives, which This is especially common in complicated articles with
result from the fact, that labeling does not manage to match true diverse structures.
articles and their corresponding short facts. Sometimes the change does not bring about any additional •
The shorter extracted facts are often not comprehensive. For meaning. For example, LLM might change previously un-
example, under the label (which classifies civilian or non- known casualties and designate them as civilians. They Type civilian) it writes only civilians, even though, contextual under- were implied to be civilians all along, and this makes only
standing also includes some non-civilian casualties. a minor change and is not really fake.
Overall the most important insight remains: fact extraction
has better quality than article generation. 4.5 Fact verification with LLMs
4.4 Remember that in this task, the prompt asks: Does this fact “really Quality and coherence of synthetically
correspond” to the content of the article? Performance largely
generated fake news depends on how the program takes the word “really correspond”.
The LLM can detect (for example) the of some attack in the Words have many nuances: different words can have different Actor news, and then it is mostly able to change every occurrence of meanings, which can complicate labeling. To simplify: we can be
this with another . But if we would like to preserve stricter, in the sense that words must be the same in the literal Actor Actor
all the coherence of the article much more would need to be done. sense, or we can count on the similarity of meaning [6]. Based
News usually contains background information, that provides on our goal of creating fake news it is best to focus on meaning
context for the accident. Our algorithms failed to properly adjust and not concrete words.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Luka et al.
Here are some common problems: 5.1 Problems, Capabilities and Possible
• Sometimes the fact is changed, but LLM skeptically as- Improvements
sumes, that those two names refer to the same group. In this stage, LLMs like are not able to co-• Lamma3.1:8B
• In longer articles, where there are many events, the names herently change certain facts of news articles. Changing
get changed only in some events (usually at the beginning facts can distort the article content, which appears to be
of the article). In this case, the LLM can make unwanted extremely hard to manage. This normally does not happen
predictions, labeling the fact as true rather than false. for manageable data as dates (changing the time of some
event), but for much more involved actors of the attack
Manual checking shows that labeling is more accurate than
in the article. Even so, the synthetic fake news provides
generation of fake news. This leads us to use labeling as a means
valuable information.
to improve article generation.
• We did not use the model, which has additional informa-
Table 1 was used to compare different ways to generate fake
tion about the news content. Providing additional context
news. It shows two of the best datasets, which contain true arti-
would likely have a beneficial effect on all the processes.
cles and their false twins, generated in two ways:
• In our case facts were largely dependent on each other. For
(1) Fake news generated by “standard” fact extraction and example Gender or age group is an extraction of Name
with additional summarization. . We think it is best if such depen- of casualty or group
(2) Fake news generated by “detailed” fact extraction and with dencies are removed because they bring to inconsistencies
an additional paraphrasing of the article. when changing facts. An additional solution would also
be to change whenever Gander or age group Name of
In this experiment, instead of merely categorizing the articles
as true or false, the results shown in Table 1 reflect how well the casualty or group is changed.
generation process aligns with fact verification. • Fact extraction is close to human-like quality. The issue
is, that besides manual checking, it is hard to find a good
Low precision in the row with Detailed facts led us to detect
measure of the quality of extracted facts.
articles that were not changed. We implemented a strategy where
labeling was applied after generating the fake articles to assess • Detection of changed facts is in quality similar to extrac-
tion of facts (this is not surprising, since they are based
the quality of the generation. LLMs often provide incomplete
on the same skill). Because of the diversity of meanings in
responses and struggle to correct them directly. By introducing an
language, it is hard to specify the exact reasoning proce-
additional verification step, we were able to enhance the overall
dure of LLMs and many mistakes come from this kind of
accuracy of the results.
miscommunication.
4.6 Final Dataset Description 6 Acknowledgments
In the end, we constructed 100 fake-news based on a prior ex-
This work was supported by the European Union through AI4Gov
2
periment, which can be found on GitHub . In every article we
(101094905) and TWON (101095095) EU HE projects and the
randomly chose three facts and changed them. Afterward, we
Slovenian National grant (CRP V2-2272).
carefully went through 10 examples, which are also present on
Git Hub, while here we present only the main points: References
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the generated news dataset.
2
https://github.com/golobluka/Fake- news- generation- from- FA- KES- dataset
Borrowing Words: Transfer Learning for Reported Speech
Detection in Slovenian News Texts
Zoran Fijavž
Jožef Stefan Postgraduate International School
Peace Institute
Slovenia, Ljubljana
zoran.fijavz@mirovni- institut.si
Abstract to explore speaker representation by gender [1], institutional
affiliations [8], and topic stances [15], or to distinguish between
This paper describes the development of a reported speech clas-
journalists’ and sources’ voices [11].
sifier for Slovenian news texts using transfer learning. Due to a
lack of Slovenian training data, multilingual models were trained
on English and German reported speech datasets, reaching an 2.2 Existing Datasets and Modelling
F-score of 66.8 on a small manually annotated Slovenian news Approaches
dataset and a manual error analysis was performed. While the Datasets with reported speech annotations mostly cotain liter-
developed model captures many aspects of reported speech, fur- ary or news texts. Key corpora include RiQuA [12], SLäNDa 2.0
ther refinement and annotated data would be needed to reliably [19], Redewiedergabe [3], QUAC [14], PolNeAR [10], Quotebank
predict less frequent instances, such as indirect speech and nom- [21], and STOP [22]. RiQuA and Redewiedergabe are the largest
inalizations. th annotated corpora, covering English and German 19 century
texts. QUAC contains 212 annotated articles from the Portuguese
Keywords newspaper Público, while Quotebank spans 162 million news ar-
reported speech, natural language processing, transfer learning, ticles with automatic annotations. PolNeAR, consisting of 1,028
news analysis news articles, includes attribution annotations, which include
and exceed the definition of reported speech. A summary of the
1 Introduction datasets is provided in Table 1.
The corpora differ in annotation complexity and size. They are
Reported speech, ubiquitous in literary and news texts, has clear
mostly monolingual, warranting the used cross-lingual transfer
lexical and syntactic patterns which may be reliably modeled
learning for low-resource languages by employing multilingual
via natural language processing (NLP) and may be useful for
models such as mBERT [6] and XLM-R [4]. Narrower multilingual
downstream tasks by drawing a distinction between source and
models, such as CroSloEngual BERT, often outperform broader
background information. The paper applies transfer learning to
ones [20]. Reported speech modeling may be operationalized as
extend reported speech classification to Slovenian news texts and
speaker or quotation detection tasks [23, 17]. Simplifying the task
provides a provisional classification model. A manual error anal-
to sentence-level classification is warranted by the fact news (un-
ysis reveals the model’s strengths and weaknesses, highlighting
like literary texts) rarely mix statements by sources and authors
possible steps for further improvements.
in the same sentence and can improve classification reliability at
2 Related Work the expense of detailed aspects of reported speech [17] and sim-
plify the annotation structure. Missing fine-grained outputs, such
2.1 Role of Reported Speech as speakers and boundaries of reported and reporting clauses,
Reported speech is common in news texts, generally expressed as may thus be an acceptable trade-off for NLP-based content analy-
direct or indirect speech, with the former repeating the original sis in news texts. A systematic review of such approaches points
utterance verbatim and the latter embedding it in a that-clause to the limits resulting from a low number of features with no
[18] (e.g., guarantee of reliable ( joint) prediction, which preclude drawing Jimmy said: “Another systematic review would be great!”
and ). rich conclusions expected from the method’s manual counterpart Jimmy said that another systematic review would be great.
More complex forms include mixed speech ( [2]. City officials rebuffed
the accusations as "groundless and blatantly false".) and reportative
nominalizations with an analogous function as reported speech 3 Experimental Setting
( ) The speaker particularly emphasized the pressures on the media 3.1 Task Overview
[7]. Around 50% of sentences in newspaper corpora may be at-
We treated reported speech as a sentence-level classification task.
tributed to a source in the text, predominantly through direct
Sentence splitters were applied to existing datasets, and binary
and indirect speech [17]. Verbs cue 96% of reported speech, fol-
labels were assigned by matching annotated spans with the split
lowed by prepositional phrases (3%) [13]. Reported speech lends
sentences. Reported speech sub-types were unified under a single
objectivity to statements [9], summarizes source statements [16],
label, joining the annotation schemes of individual datasets. A
and is used in discourse analysis and communication studies
Slovenian dataset of 10 news texts was manually annotated at
Permission to make digital or hard copies of all or part of this work for personal
the sentence level. The datasets were split into training, evalu-
or classroom use is granted without fee provided that copies are not made or
ation, and test sets to train multilingual pretrained models. For
distributed for profit or commercial advantage and that copies bear this notice and
the full citation on the first page. Copyrights for third-party components of this CroSloEngual BERT, preprocessing also involved machine trans-
work must be honored. For all other uses, contact the owner /author(s).
lating the German training data into English. The model outputs
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
were binary labels indicating reported speech, used to calculate F-
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.sikdd.21 scores on the test data. A manual error analysis was performed on
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Z. Fijavž
Table 1: Summary of Datasets’ Characteristics.
Corpus Type Annotations Language Sentence No. Role Positive Class
RiQua fiction direct and in- English 38,610 72% train, 18% 48%
direct speech, development, 10%
cues, speakers, test
addressees
Redewiedergabe fiction, direct, indirect, German 24,033 76% train, 16% 33%
news free indirect and development, 9%
reported speech, test
speaker, cues
Quotebank (man- news speaker, direct English 9,071 test 30%
ual) speech
QUAC news speaker, direct Portuguese 11,007 test 11%
speech
PolNeAR news speaker, cues, at- English 34,153 test 59%
tributions
Slovenian parlia- news sentence-level bi- Slovenian 744 test 43%
mentary news nary labels
Figure 1: Flowchart of Data Preprocessing, Model Training and Evaluation Processes for Sentence-Level Reported Speech
Classification.
the best model’s outputs for Slovenian. Preprocessing, training, ) on the media and the "illegal non-funding of the Press Agency."
and evaluation steps are visualized in 1. as well as implied quotes (e.g., There will be more than 300,000
recipients, he emphasized. 169 million euros will have to be paid
3.2 Training and Test Data out.).
Our experiments were based on existing annotated reported
speech datasets and a small Slovenian dataset. The training data
included sections from RiQuA and Redewiedergabe, both large 3.3 Evaluation Procedure
datasets with labels for direct and indirect speech. For CroSlo- The models’ performance on the test datasets was calculated with
Engual BERT training, the Redewiedergabe data was machine an F-score. A baseline of assigning a positive label to all examples
translated into English. Testing was conducted on the test sec- was calculated for all test datasets. The models’ results on the
tions of RiQuA, Redewiedergabe, the entire Portuguese corpus test datasets were compared with a Friedman’s test as suggested
QUAC, and the manually annotated portion of the English Quote- in the literature [5].
bank corpus. Additionally, we manually annotated 10 Slovenian The best Slovenian model’s predictions were reviewed with
news articles from RTV Slovenia. The datasets are summarized close reading. The error typology consisted of direct speech, in-
in Table 1. direct speech, speech fragments, annotation errors, annotation
The Slovenian dataset comprised 10 parliamentary news texts, errors and and tags. were unrelated other Direct speech fragments
covering various reporting strategies. Retrieved articles were sentences part of multi-sentence direct speech quotations. Anno-
split into sentences and annotated. Sentences were considered were examples with annotations inconsistent with tation errors
reported speech if they included direct or indirect speech cued by the definition described in . For examples, Section 3.2 unrelated
a reporting clause or prepositional phrase. We excluded nominal- close reading revealed no clear misclassification cause. was Other
izations and phrasal quotes (e.g., used for examples that did not fit any of the mentioned categories. They emphasized the pressures
Transfer Learning for Reported Speech Detection in Slovenian Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
3.4 Training Settings
XLM-R and mBERT were used as base models with the default
training settings from the library with the excep-transformers
tion of using 16 gradient accumulation steps and freezing the
bottom 8 layers of all models. The latter reduces the training
time without significant performance drops (Kovaleva idr., 2019;
Merchant idr., 2020). Additionally, a Slovenian-Croatian-English
BERT model was trained on English machine-translated data
from Redewiedergabe.
4 Results
4.1 Model Results
The model performance varies based on the congruence between
the language and precise task definitions in each dataset. The Figure 3: False Negatives from the CroSloEngual BERT
differences between model predictions were not statistically sig- Classifier.
2
nificant (𝜒 = 9.66; df = 5; n = 8; p = 0.14) so post-hoc tests were not
𝐹
performed. As Table 2 demonstrates, the XLM-R model trained
unmarked examples of direct or indirect speech (9.1%). The dis-
on both RiQuA and Redewiedergabe performed well across the
datasets with an F-score of 80.5 and 77.6 on the Redewiedergabe tribution of categories identified in the sample of false positives
are illustrated in Figure 2. The most common errors in the 73
and RiQuA test set, respectively. The high results from train-
false negative examples were instances of indirect speech (34.2%
ing on combined data suggests the RiQuA and Redewiedergabe
datasets may benefit from additional or complementary data, of false negatives) and prepositional queing of reported speech
(27.4%). The remainder were instances of direct speech, direct
at least when using cross-lingual transfer learning. The most
successful strategy for Slovenian data was training on RiQuA speech fragments and annotation errors representing 11%, 8.2%
and 9.6% of the false negatives, respectively. The annotation
and English machine-translated Redewiedergabe data using the
CroSloEngual BERT model, reaching a F-score of 66.8. We did errors included nominalizations and statements reported as ad-
jective complements (The speaker was happy that the provisions
not evaluate the impact of using translated training data with
mBERT and XLM-R. not included in our annotation schema. Figure 3 were accepted)
summarizes the identified false negative categories .
5 Discussion
This paper presents the development of a reported speech classi-
fier, tested through a small annotated Slovenian dataset and man-
ual error analysis. Cross-lingual transfer learning from the anno-
tated RiQuA and Redewiedergabe datasets achieved an F-score
of 66.8 on a small manually annotated dataset of Slovenian news
of parliamentary sessions using the base CroSloEngual model
with RiQuA and English machine-translated Redewiedergabe
1
training data . This these results corroborate the observation
that language models trained on a limited number of languages
may outperform less specialized ones such as mBERT and XLM-R
[20]. The major source of errors were false positives (23.4% of all
sentences) for which no systematic pattern was discernible in the
majority (72.9%) of examples. Instances of indirect speech and
Figure 2: False Positives from the CroSloEngual BERT Clas- prepositional queing of statements were overrepresented in the
sifier. false negatives, accounting for 61.6% of false negatives. Although
rare, nominalizations were present in both false positives and
false negatives and should be considered in future annotation
guidelines. These obeservations indicate reported speech clas-
4.2 Error Analysis Results sifiers may benefit form approaches for addressing imbalanced
The results from CroSloEngual BERT on Slovenian data were classes.
analyzed further. False positives were more common than false
negatives, representing 23.4% and 9.8% of all examples ( = 744), n 6 Conclusion respectively. Close reading of a sample of 100 false positives
This study developed a sentence-level reported speech classifier
did not show a definite pattern for most (72.9%) of them. These
for Slovenian news texts using cross-lingual transfer learning.
examples were clearly unrelated to reported speech, although
By leveraging existing multilingual models (mBERT, XLM-R, and
some did include words lexically related to reporting verbs (e.g.
CroSloEngual BERT) with the English and German datasets Ri-
The proposed law is still under discussion). The second category QuA and Redewiedergabe, we demonstrated that sentence-level
of false positives were nominalizations of reported statements
(13.1%) not included in our annotation schema. The final source 1
The fine-tuned CSE model is available on the Hugging Face Hub under the name
of false positives were annotation errors consisting of wrongly zo-fi/rep-sp-CSE-rwg-riq.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Z. Fijavž
Table 2: Model Performances across Datasets (F-scores).
Redewiedergabe RiQuA PolNeAR QUAC Quotebank Slovenian dataset
Positive by default 52.1 60.6 74.2 19.5 45.8 60.3
mBERT+Both 77.5 77.4 73.1 40.5 53.5 63.2
mBERT+RiQuA 68.2 76.9 72.6 31.1 52.6 39.1
mBERT+RWG 78.4 70.4 65.5 43.4 49.1 63.2
XLM-R+Both 80.5 77.6 70 38.8 57.7 63.2
XLM-R+RiQuA 66.6 76.7 73.6 25.5 53.7 60.3
XLM-R+RWG 80.9 70.7 66.4 43.9 50 63.2
CroSloEngBERT+Both+MT 54 76.6 73 24 52.5 66.8
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What kind of ESG is profitable? Connecting company
performance to ESG terms in financial reports
Luka Andrenšek Katarina Sitar Šuštar
trovato@corporation.com University of Ljubljana
Jožef Stefan Institute Ljubljana, Slovenia
Ljubljana, Slovenia katarina.sitar@ef.uni- lj.si
Senja Pollak Matthew Purver
Jožef Stefan Institute Jožef Stefan Institute
Ljubljana, Slovenia Ljubljana, Slovenia
senja.pollak@ijs.si matthew.purver@ijs.si
ABSTRACT in the last few years on applying computational machine learning
and statistical methods to ESG analysis (see e.g. the recent review
In this paper, we examine the relationship between the discussion
by Lim [9]).
of Environmental, Social and Governance (ESG) in companies’
However, much of this analysis examines numerical company
annual financial reports and their financial performance. Specifi-
performance data and categorical metadata; our interest is in
cally, we analyse the companies’ use of specific ESG terms along-
developing and applying natural language processing (NLP) tech-
side the performance metric, sector-normalized Return on Assets
nologies to not only help automate analyses, but allow under-
(ROA). Our motivation is to determine whether companies fre-
standing of how human actors discuss and understand the im-
quently mentioning terms such as “gender”, “equality”, “talent”,
portant and meaning of ESG aspects.
and “innovation” in their reports demonstrate a higher annual
Application of NLP in finance is not new: for example, topic
ROA compared to those that rarely used these terms. To explore
modelling has been used to predict company performance and
this, we used existing datasets with reports and performance met-
investigate strategies [14, 7]. Recent work also includes applica-
rics from 348 companies, covering the years from 2009 to 2021. In
tion to ESG aspects: Nugent et al. [12] automatically extract news
order to better examine differences, we then selected companies
about ESG controversies, and Lee et al. [8] analyse sentiment
whose ROA significantly differed from the average (either higher
on ESG issues. Closer to our interests, Purver et al. [13] investi-
or lower), allowing for a more pronounced examination of the
gated how the use of ESG terms by companies has changed over
impact of ESG term usage on financial performance. The filtered
time. By analysing and annotating a set of existing resources,
dataset consisted of 107 companies, with a total of 427 reports;
they defined a set of 93 ESG terms categorised into 5 core ESG
split into two sections representing higher and lower performing
areas. They then showed how these terms can be used to anal-
companies. We then used an existing list of ESG terms derived
yse changes in reporting, by analysing a collection of company
from a range of separate data sources, and applied a basic sta-
annual reports, collated over a period of 8 years, using language
tistical n-gram language model to extract the probabilities of
modelling and distributional methods to reveal changes in the
each ESG term’s occurrence in each of the higher- and lower-
frequency and in the usage of the ESG terms.
performing dataset sections. Results show that while certain sets
Here, we are interested not in changes in ESG discussion over
of ESG concepts correlate with higher financial performance,
time, but in whether and how the reporting of ESG aspects is
others do the opposite, and give some initial interpretation into
connected to financial performance. We take Purver et al. [13]’s
the light this sheds on company reporting behaviour.
resources and methods as a starting point, but augment the fi-
KEYWORDS nancial report text data with available metadata on financial
performance, allowing us to compare how ESG reporting varies
financial report analysis, language modelling, environmental,
between more and less well-performing companies.
social and governance reporting
1 INTRODUCTION & RELATED WORK 2 DATA AND METHODS
There is increasing interest in the behaviour of companies in 2.1 Hypotheses the area of Environmental, Social and Governance (ESG) criteria,
In general, we expect increased probability of appearance of ESG
including a company’s environmental impact (Environmental),
terms in the annual reports from the more profitable firms, based
relationships with the community including employees, suppliers
on a number of factors. In general, overall high ESG performing
and customers (Social), and leadership structures including exec-
companies exhibit high financial performance [1, 5]; although we
utive pay and shareholder rights (Governance). Although until
note that the link between high ESG score performance and men-
recently, ESG analyses were almost entirely performed manually
tion of ESG terms is not guaranteed to be straightforward. More
by experts (see e.g. [10]), there has been a large amount of work
specifically, during the period between 2010-2020 analysed here,
Permission to make digital or hard copies of part or all of this work for personal
there was a growing emphasis on corporate social responsibility
or classroom use is granted without fee provided that copies are not made or
(CSR) and sustainability. Investors, consumers, and other stake-
distributed for profit or commercial advantage and that copies bear this notice and
the full citation on the first page. Copyrights for third-party components of this holders increasingly prioritised companies that demonstrated a
work must be honored. For all other uses, contact the owner /author(s).
commitment to innovation, diversity, and environmental sustain-
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
ability [11, 2]. Busru and Shanmugasundaram [3] find that firms
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.sikdd.3 closely engaging in fostering innovation, attracting top talent,
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Andrenšek et al.
Year # Reports # Words
’positive’ group included reports with an ROA of at least 0.2,
2012 178 12.5M
reflecting very good yearly performance.
2013 181 14.0M
Subsequently, we employed a statistical n-gram language model
2014 184 15.0M 3 (using NLTK) to analyze the occurrence of each ESG term. For 2015 196 16.3M
each term, we calculated the probability of its occurrence in pos-
2016 198 17.5M + −
itive reports (𝑝 ) and in negative reports (𝑝 ), and the difference
2017 200 18.4M + − −
(𝑝 𝑝 ). Terms with a large difference in these probabilities are
2018 200 19.6M more strongly associated with positive reports than with nega-2019 202 21.2M
tive ones, and vice versa: terms with a large negative difference
total 1539 134.6M are common in negative reports but rare in positive ones. We
Table 1: Number of annual reports available by year conducted this analysis for both unigrams and bigrams.
3 RESULTS AND DISCUSSION
The results for 1- and 2-grams are shown in Figures 1 and 2 below
promoting gender and diversity initiatives, could confer a com- 4
(3- and 4-grams showed no clear interpretable associations). As
petitive advantage over the industry peers. Furthermore, some
hypothesized, many ESG terms show a strong association with
policy and regulatory changes (e.g. the 2018 UK Corporate Gov-
positive performance, with many of these being core terms as-
ernance Code, the 2014 EU Directive on Non-Financial Reporting,
sociated with human resources ( , ), with social innovation talent
Carbon Disclosure Project (CDP)) directly or indirectly encour- gender diversity renewable car-aspects ( , ), environmental aspects ( ,
aged companies to address issues related to diversity, gender
bon footprint, environmental impact) and overall ESG descriptors
equality, and environmental sustainability. ethical
( ). However, many terms are conversely (and contrary to
our general hypothesis) associated with negative performance,
2.2 Data and pre-processing including, again, terms across various ESG categories including
To test this hypothesis, we build on the resources and methods carbon emissions energy efficiency greehouse environmental ( , , ),
of Purver et al. [13], who provide a dataset of annual reports human resources ( , ) and general ESG mental health wellbeing
from FTSE350 companies over the years 2012-2019, based on the governance descriptors ( ).
FTSE350 list as of 25th April 2020 and obtained from the publicly
However, by combining these terms with recent work in clus-
accessible collection at www.annualreports.com. The reports are
tering and describing ESG terms [4], we can shed more light
already converted to plain text, and we use their publicly avail-
on which categories seem to be more positive and which more
able tools to tokenize the collection into words and build ngrams negative. Ferjancic et al. [4], using the same dataset and ESG
of length 1-4 padded with sentence start and end symbols; the
term list [13], perform a further topic analysis using BERTopic
dataset size is reported in Table 1 below (taken from [13]). We [6], in which they derive 30 ESG-related topics and 6 higher-level
use their set of ESG terms, defined via a process of extracting
clusters of ESG concepts; they then examine the correlations
candidate terms from a set of public ESG definitions and tax-
between these ESG topics and company ESG scores as obtained
onomies, asking financial expert annotators to label them as to
from external analysts. We align our ESG terms with Ferjancic
their representativeness as ESG terms and their ESG subcategory,
et al. [4]’s 30 topics by matching against the words most asso-
and keeping the terms with high inter-annotator agreement (see ciated with each topic (if a term appears in the top 10 words
[13] for details).
associated with a topic, we take the term and topic as aligned);
we can then compare our positive/negative associations with Fer-
2.3 Financial performance analysis jancic et al. [4]’s correlations with company ESG scores. Table 2
The reports were then linked to financial indicators for the re- shows this alignment for our most positive and negative bigram
spective year and company. The data on company fundamentals terms here, with the topic labels and an indication of the strength
was obtained from the Refinitiv EIKON Datastream. Each entry and direction of correlation with overall company ESG scores, as 1
contained annual financial indicators, as well as the companies’ given by [4].
industry and sector codes. The main variable of interest was Given this, we see some systematic groupings. , Climate change
normalized, averaged as defined below: as part of the ‘climate risk and policy’ topic, as well as 2 return on assets (ROA) supply
chain and human trafficking as part of the ‘human rights’ topic,
𝑁 𝑒𝑡 𝐼 𝑛𝑐𝑜𝑚𝑒 𝐵𝑜𝑡 𝑡 𝑜𝑚𝐿𝑖𝑛𝑒 −
represent the themes that appear to be, across different industries,
+( (𝐼 𝑛𝑡 𝑒𝑟 𝑒𝑠𝑡 𝐸𝑥 𝑝𝑒𝑛𝑠𝑒𝑂𝑛𝐷𝑒𝑏𝑡 − 𝐼 𝑛𝑡 𝑒𝑟 𝑒𝑠𝑡𝐶𝑎𝑝𝑖𝑡 𝑎𝑙 𝑖𝑧𝑒𝑑)
related to high company ESG scores. A similar observation holds
×(1 − 𝑇 𝑎𝑥 𝑅𝑎𝑡 𝑒))
for , and , which gender balance gender pay environmental impact
𝐴𝑣 𝑒𝑟 𝑎𝑔𝑒𝑂 𝑓 𝐿𝑎𝑠𝑡 𝑌 𝑒𝑎𝑟 ′ ′ 𝑠𝐴𝑛𝑑𝐶𝑢𝑟 𝑟 𝑒𝑛𝑡 𝑌 𝑒𝑎𝑟𝑠𝑇 𝑜𝑡 𝑎𝑙 𝐴𝑠𝑠𝑒𝑡 𝑠 all fall in a group of topics which are strongly and significantly
After extracting financial reports with available ROA data, we correlated with high ESG scores throughout different industries.
Overall high ESG performing companies exhibit high financial
categorized the financial reports into two groups, in order to
examine differences in the associated reports’ use of ESG terms. performance [1, 5], therefore our results for terms such as climate
The distribution of ROA shows a heavy concentration around change supply chain human trafficking , and are not surprising: as
the mean, so in order to derive two distinctive groups we took indicators of topics associated with high ESG, they are good terms
the two extremes and excluded the central group around the for tracking these ESG aspects associated with high financial
mean. The ‘negative’ group comprised reports with a yearly ROA performance.
less than -0.2, indicating very poor performance. Conversely, the
3
https://www.nltk.org/
1 4
https://www.refinitiv.com Note that these figures show differences in absolute probabilities: magnitudes are
2
We use this normalization and averaging to smooth and remove one-off effects. comparable within 1-grams, and within 2-grams, but not between 1- and 2-grams.
What kind of ESG is profitable? Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
Figure 1: Difference in probability between positive and negative reports 𝑝+ −𝑝− for the most positive and negative unigram
ESG terms.
Figure 2: Difference in probability between positive and negative reports 𝑝+ − 𝑝− for the most positive and negative bigram
ESG terms.
Looking at the terms with low values which are associated . It seems that better performing companies use efficiency carbon
with low RoA, and are instead of , and discuss more on the waste management corporate responsibility footprint carbon emissions
associated with topics, for which in some industries proportion use of than on , renewable energy energy use energy efficiency
of these correlate with ESG scores significantly positively and in and/or . In future work, we plan to analyse the use of fossil fuels other industries this correlation is significantly negative. Based these terms in more depth, including analysis of the lexical and
on overall correlation between ESG scores and topic proportions topical contexts in which they appear, and adding techniques
across different industries, these two topics are among the third such as sentiment and topic analysis to shed more light on these
of the topics for which negative correlation between the topic distinctions.
proportion and ESG score prevails. Due to the aforementioned
correlation between ESG and financial performance it is therefore ACKNOWLEDGEMENTS understandable that these terms are associated with mention in
The authors thank the reviewers for helpful suggestions, and ac-
annual reports of companies with low RoA. Overly extensive
knowledge financial support from the Slovenian Research Agency
discussion on specific topics (such as ‘waste management’ and
for research core funding (No. P2-0103), as well as for funding of
‘corporate responsibility’) can negatively impact ESG score (see Quantitative and qualitative analysis of the
the research project
[4]) which can by analogy of ESG and financial performance [1, unregulated corporate financial reporting (No. J5-2554).
5] hold for companies with low RoA.
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2 grams Term/ROA Topic Topic/ESG score
correlation correlation
Supply chain + Human rights ++
Business model + Customer services, People and culture +; -
Gender balance + Diversity and inclusion ++
Environmental impact + General ESG +
Carbon footprint + Climate footprint and energy management =
Gender pay + Diversity and inclusion ++
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Classification of Patents Into Knowledge Fields: Using a
Proposed Knowledge Mapping Taxonomy (KnowMap)
Elham Motamedi Inna Novalija Luis Rei
elham.motamedi@upr.si inna.koval@ijs.si luis.rei@ijs.si
University of Primorska Jožef Stefan Institute Jožef Stefan Institute
Koper, Slovenia Ljubljana, Slovenia Ljubljana, Slovenia
Abstract Table 1: Example of a sequence of codes across different
levels of the CPC hierarchy
Various platforms, including patent systems and repositories like
GitHub and arXiv, support knowledge dissemination across do-
mains. As knowledge increasingly spans multiple disciplines, CPC Code Title
there is a need to track innovations that intersect various fields.
Section H Electricity
Despite available data, a comprehensive knowledge taxonomy for
Class H03 Electronic circuitry
effectively tracking innovations across domains is lacking. Devel-
Subclass H03C Modulation
oping such a taxonomy and employing automated classification
Group H03C3/00 Angle modulation
methods will enhance the ability to track shared knowledge.
Subgroup H03C3/005 Circuits for asymmetric modulation
In this work, we first developed a knowledge taxonomy based
on the CPC schema. We formulated the classification of textual
data into defined knowledge fields as a multi-label problem. Then,
study, we created a knowledge field taxonomy by merging CPC’s
we evaluated the effectiveness of the classification models by
detailed classes into a more abstract representation. This taxon-
fine-tuning pre-trained transformer language models. The multi-
omy not only serves as a framework for knowledge representa-
label framework enables the tracking of knowledge trends at the
tion but also offers a benchmark for patent classification systems.
intersection of various disciplines.
While some studies address the issue of numerous class labels by
Keywords excluding less-represented classes or truncating hierarchies [24],
a consistent benchmark taxonomy has been lacking. Since our
Knowledge Taxonomy, Knowledge Tracking, Patent Classifica-
proposed knowledge taxonomy aligns with the CPC schema, it
tion, Hierarchical Classification, Multi-label Classification
is able to provide a benchmark for future studies, facilitating the
comparison of different models.
1 Introduction In summary, our paper’s contribution is the proposal of a
According to the World Intellectual Property Organisation (WIPO), knowledge field taxonomy, KnowMap, which aligns with the
a patent is an exclusive right granted for an invention, providing widely used CPC schema. The KnowMap merged several class
legal protection to the inventor while simultaneously benefiting labels within the CPC schema based on the scope of the knowl-
1
society by making the invention publicly accessible . Each year, edge field and the number of patents associated with each class.
2
patent offices receive numerous patent applications that need to The KnowMap taxonomy is available online . In this study, we
be processed [13].To ensure the novelty of patent applications, in- also performed a classification task to categorise patents into the
ventors should also be able to search existing patents. Organising fine-grained classes defined by our proposed taxonomy.
patents with unique codes in a hierarchical structure aids efficient
retrieval and aligns with natural human navigation, starting from 2 Related Work
broad categories and narrowing down to specifics[21]. Among
Patent documents contain various types of information, including
these hierarchical structures, the CPC system is widely recog-
text, diagrams, plots, and references to other patents or scientific
nised [6]. The CPC codes are organised as a taxonomy, meaning
publications [20]. The textual content of a patent is divided into
that each entity in the lower level is the detail group of the parent.
several sections, such as the title, abstract, claim, and description
A patent can be assigned to one or more labels by the experts
[11]. The title and abstract are shorter than the description but
in patent offices [8, 18]. In the first level of the CPC hierarchy,
still provide relevant information for classification. Li et al. [15]
there are nine sections, which are divided into classes, subclasses,
evaluated various lengths of the abstract and title, finding that
groups, and subgroups. Each level of this hierarchy can have
using the first 100 words of title and abstract resulted in the best
several codes ending in approximately 250,000 classification la-
classification performance in their study.
bels [11]. An example of the hierarchical structure of CPC code
Various classification systems exist for organising patents [6].
is provided in Tab. 1.
In this work, we focus on the CPC schema. The hierarchical repre-
The CPC schema’s top level has only nine sections, but the
sentations help organise patents and facilitate efficient searching.
number of groups increases substantially at lower levels. In this
Kamateri et al. [11] discussed several potential challenges that
1 artificial intelligence technologies face in patent classification.
https://www.wipo.int/portal/en/
One such challenge is the extensive number of class labels. As an
Permission to make digital or hard copies of all or part of this work for personal
example, the IPC contains approximately 86,000 classes, while
or classroom use is granted without fee provided that copies are not made or
distributed for profit or commercial advantage and that copies bear this notice and the CPC has around 250,000. the full citation on the first page. Copyrights for third-party components of this
Patent classification is a multi-label classification problem
work must be honored. For all other uses, contact the owner /author(s).
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia since every patent can belong to several knowledge fields [18,
© 2024 Copyright held by the owner/author(s).
2
https://doi.org/10.70314/is.2024.sikdd.19 https://github.com/elmotamedi/KnowMap- Taxonomy
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Motamedi et al.
10]. Given the large number of classes at the lowest level of the or higher were considered duplicates. To generate the hash sig-
taxonomy tree, the performance of automatic models in predict- natures in MinHash, we used 128 permutations. For the n-gram
ing such granular categories is limited. Various models have been representation, we used a range of 1 to 3, incorporating 1-grams,
used to classify patents in a multi-label setting, ranging from clas- 2-grams, and 3-grams.
sical machine learning models to deep learning models [15, 5,
8]. Several previous studies have focused on higher levels of the 3.2 Refining Hierarchical Structure Through
hierarchy, limiting classification to broader categories such as Group Merging
sections, classes, or subclasses within the taxonomy [3]. Bekamiri
The hierarchical structure of the CPC groups was refined at each
et al. [3] fine-tuned the SBERT model to predict labels at the sub-
level of the tree. We started with nine sections at the top level (i.e.,
class level (i.e., 663 class labels) using a multi-label formulation. level 1 level 2 ), which were preserved. At subsequent levels (i.e., to
They achieved F1-score of 66%, outperforming previous studies level 4
), groups were merged by manual analysis based on shared
that used the same datasets. Aroyehun et al. [1] similarly trun-
knowledge and the number of documents. Groups with relatively
cated the IPC hierarchy at the subclass level and predicted these level 2
few documents (i.e., groups with fewer than 40,000 for ,
labels by transferring knowledge from two higher levels (section level 3 level 4 20,000 for , and 9,000 for ) were combined with other
and class) to the lower level (subclass), achieving a precision
groups at the same level that shared similar knowledge. As an ex-
score of 0.53. While it remains valuable for patent office experts
ample, at the subclass level of the CPC hierarchy, "A01B" (i.e., Soil
to use an automatic model that can narrow down applications to
working) and "A01C" (i.e., Planting, Sowing, Fertilising) represent
higher levels of the taxonomy tree, this approach has limitations
related steps in agricultural practices, as both are foundational
and challenges. One such challenge is that the choice of target
processes in land preparation and management. We merged them
class labels does not depend on the scope of the knowledge area.
into a single group labelled "Soil working and planting," resulting
More established and expansive areas may benefit from directing
in 162,567 patents in this category. The refinement continued
experts to detailed groups, while less developed areas may be
until the fine-grained classes contained at least 9,000 documents.
adequately served by broader classifications.
3.3 Text Classification
3 Methods and Materials
We formulated the classification problem as a multi-label problem,
In this work, we developed a knowledge taxonomy and classi- in which each document can be assigned to multiple knowledge
fied patents into fine-grained classes by fine-tuning pre-trained fields. In this study, we aimed to classify the patents into the fine-
models. Below, we outline the methods and materials used.
grained classes in the lowest level of the proposed taxonomy (i.e.,
83 classes). To balance performance and computational cost given
3.1 Patent Collection and Preprocessing the large size of the dataset, We used the pre-trained language
models , a distilled version of RoBERTa [16, 19], distilroberta-base
The dataset used in our experiments is the Google Patents Pub-
3 and , a version of MiniLM fine-tuned for seman-all-MiniLM-L6-v2
lic Datasets on BigQuery . Each patent has several pieces of
tic similarity [22, 17]. The pre-trained models were fine-tuned
information, including the publication number, application num-
for the downstream task by adding a classification head. The
ber, CPC code, title, abstract, and detailed description. We have
classification head takes the hidden state of the first token from
expanded the dataset to include the titles associated with each
4 the model and processes it through a fully connected dense linear
CPC code from Espacenet. . In this study, we focused on the tex-
layer, followed by a dropout layer for regularisation and a tanh
tual data. We generated the input text by concatenating the title,
activation function for non-linearity. Since our task is multi-label
followed by the abstract, and then the description. We included
classification, the output logits for each class are converted into
only those documents where the concatenated text is at least 100
probabilities using a sigmoid function.
words long. Previous studies have examined various lengths of
For model training, we used a learning rate of 4e-5 with a
textual data and found that using the first 100 words often results
linear scheduler and a weight decay of 0.1. To prevent overfitting,
in higher performance for classification tasks [15].
the best checkpoint was selected based on evaluation metrics
To create a hierarchical structure where we have enough doc-
on the validation set. We trained the model for up to 5 epochs
uments among leaf-node labels (i.e., avoiding scenarios where
with early stopping criteria based on validation accuracy. The
one group contains only a few hundred documents while others
dataset, consisting of 1,092,991 samples randomly selected after
contain hundreds of thousands as an example), we needed to
deduplication, was split into training, validation, and test sets
count the number of documents which fall into the defined cate-
with ratios of 0.8, 0.1, and 0.1, respectively. To preserve the ratio
gories. As a preprocessing step before counting, we performed
of samples per class in training, validation, and test sets, we used
de-duplication, which involved removing duplicate and near-
5
stratified splitting .
duplicate textual data [4, 12, 14].
Due to the large size of the dataset, we employed MinhHash
Locality Sensitive Hashing (LSH) as a deduplication method to 3.4 Classification Evaluation
efficiently identify similar documents [7, 9, 22]. Specifically, we The F1-score is a common metric for classification tasks. We
used MinHash to approximate the Jaccard similarities between report both Micro-F1, averaged across all instances, and Macro-
sets of n-grams within the documents. MinHash is particularly F1, averaged across all classes.
advantageous for large datasets because it supports parallel com-
putation, enhancing scalability [2]. We set the similarity threshold 4 Results and Analysis
at 0.9, meaning that documents with a Jaccard similarity of 90% In this section, the results are presented in two parts. First, we
present our proposed KnowMap taxonomy. Then, we report the
3 5
https://github.com/google/patents- public- data https://github.com/trent- b/iterative- stratification?tab=readme- ov- file#multilab
4
https://worldwide.espacenet.com/ elstratifiedkfold
Classification of Patents Into Knowledge Fields: Using KnowMap Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
performance of classifiers in categorising patents into the fine- Table 3: Classification Results
grained classes of this taxonomy.
Metric RoBERTa SBERT
4.1 The Proposed Knowledge Mapping
Micro-F1 (Val) 0.76 0.76
Taxonomy (KnowMap) Macro-F1 (Val) 0.86 0.86
The taxonomy, along with the associated CPC sections, classes, Micro-F1 (Test) 0.77 0.76
subclasses, groups, and subgroups are provided in the shared Macro-F1 (Test) 0.90 0.90
online source. An example of detailing the knowledge field of
soil working and planting within the broader knowledge field of
human necessities is illustrated in Fig. 1. 1.0
CPC All groups in 0.8 A A01 A01B, A01C A01B, A01C
162,567 docs 162,567 docs
KnowMap SOIL WORKING AND SOIL WORKING AND
PLANTING PLANTING 0.6 alue
1,543,195 docs HARVESTING AND
PRODUCE PROCESSING
AGRICULTURE
ANIMAL HUSBANDRY malized V
AND CONTROL 0.4 Nor
30,813,838 docs FOODSTUFFS TOBACCO
HUMAN NECESSITIES DAIRY PRODUCTS
PERSONAL OR DOMESTIC
ARTICLES
OPERATIONS AND
TRANSPORTING 0.2
HEALTH AMUSEMENT
d METALLURGY ocs CHEMISTRY AND
2
,02 F1 Macro
49 TEXTILES AND PAPER 0.0 Test Size t
7,7
18 0 FIXED CONSTRUCTIONS 12 20 41 62 82 oo
R Class Index
MECHANICAL
ENGINEERING
PHYSICS Figure 2: Normalised test size along with F1 Macro scores
for each class. The x-axis represents class indices. The y-
ELECTRICITY axis shows normalised values for test size and F1 Macro
NEW TECHNOLOGIES scores (blue dots).
Level 1 Level 2 Level 3 Level4
We demonstrated the experimental results on the two classifi-
Figure 1: An example of a branch extension in KnowMap cation models and in Tab. 3. RoBERTa SBERT
from the root to the lowest level, showing the association As observed from the results, the Macro-F1 score is higher than
of KnowMap classes with corresponding CPC classes at the Micro-F1 score, which may indicate that the model performs
each level. better for minority classes compared to majority classes. To gain
more insights into these results, we generated a plot (see Fig.2),
showing the F1 scores along with the normalised number of
documents for each class in the test set. We used normalised
4.2 Classification Results values to allow both F1 scores and class sizes to be displayed in a
single figure, facilitating better comparison.
The classification task in this study was to classify patents into
The plot shows that the Macro-F1 score is higher for minority
83 fine-grained classes within our proposed KnowMap taxonomy.
classes than for majority classes, also indicating that random
The dataset comprised 1,092,991 documents, which were split
sampling led to an unbalanced dataset. The imbalanced sample
into the train, validation, and test sets with a ratio of 0.8, 0.1,
likely caused the higher Macro-F1 score relative to Micro-F1,
and 0.1 respectively. We preserved the ratio of samples per class
reflecting poorer performance in the majority classes. Future
in all three sets with stratified splitting. The average number
work will focus on using balancing techniques when sampling
of documents in the train set, validation set, and test sets are
to address this issue and enhance model performance.
presented in Tab. 2.
When looking more closely at the lowest F1-Macro scores, we
found that the bottom 10 classes were all leaves under the chem-
Table 2: Overview of sample metrics: total number of sam- istry and metallurgy section. Moreover, the highest F1-Macro
ples, average number of samples per class, and normalised scores (0.996) were achieved by the two classes in the textiles
average number of samples per class across training, vali- and paper section, followed by all 17 leaves from the physics dation, and test sets. section. We suspect this performance difference may be due to
greater variation in the textual data of chemistry and metallurgy
Set Total Avg/ class Normalised Avg class compared to and , leading to more physics textiles and paper
variation between the training and test sets. Analysing this vari-
Train 1,092,991 132,202 0.012
ation in detail remains a task for future work. Additionally, we
Val 874,372 16,476 0.012
believe future work could benefit from adapting the classifier to
Test 218,619 15,543 0.012
a hierarchical structure, prioritising correct predictions at higher
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Motamedi et al.
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Enhancing causal graphs with domain knowledge: matching
ontology concepts between ontologies and raw text data
Jernej Stegnar Jože M. Rožanec
Jožef Stefan Institute Jožef Stefan International Postgraduate School
Ljubljana, Slovenia Ljubljana, Slovenia
jernej.stegnar@gmail.com joze.rozanec@ijs.si
Gregor Leban Dunja Mladenić
Event Registry d.o.o. Jožef Stefan Institute
Ljubljana, Slovenia Ljubljana, Slovenia
gregor@eventregistry.org dunja.mladenic@ijs.si
ABSTRACT foresight outcomes at such a pace. Nevertheless, this would be
When building a causal graph from textual sources, such as media possible with the use of artificial intelligence.
reports, a key task is to provide an accurate semantic understand- AI enhances strategic foresight by automating the analysis of
ing of the causal variables encoded as nodes and to link them data and detecting patterns that may go unnoticed by human
to existing ontologies with at least two purposes: (i) expand the experts [1]. Machine learning algorithms can continuously mon-
knowledge with the domain knowledge captured in such ontolo- itor emerging trends, geopolitical shifts, and market fluctuations
gies and (ii) provide accurate and different levels of abstraction in near-real time, offering dynamic insights into potential future
of the extracted causal variables. This article describes how we scenarios. Natural language processing (NLP) enables AI to sift
used OntoGPT, a tool for matching raw text to ontology concepts through massive amounts of text, extracting relevant informa-
initially designed for the medical domain, to match concepts from tion from reports, news, and social media, thus accelerating the
media events to relevant ontologies. We build upon our previous forecasting process. By integrating AI into strategic foresight,
work on extracting causal variables and enrich the extraction organizations can adapt more swiftly and make more informed,
pipeline by matching causal variables to concepts from specific data-driven decisions in the face of uncertainty.
domain ontologies. In particular, we describe our work regard- Ontologies provide structured knowledge informing the rela-
ing the GEO ontology. Future work will focus on expanding tionships between concepts within a specific domain. Further-
OntoGPT’s capabilities by utilizing a wider selection of ontolo- more, they describe those concepts through properties and can
gies. Addressing its limitations, such as dealing with multiple link such classes to specific instances observed in the real world.
instances of the same class, will also be crucial for improving its As such, they are of key importance when building a causality
utility. These improvements will allow the tool to better support graph, given they can augment our understanding of the causal
strategic foresight applications by providing more detailed in- relationships between variables with a better understanding of
sights across a multitude of different sectors, further enriching the context and the variable implications [3]. For example, if
causal graphs and facilitating more accurate predictive modeling. the causal relationship reports about the ceasing of an armed
conflict, knowing whether a causal variable relates to a coun-
KEYWORDS try, the location of that country, the neighboring countries, and
strategic foresight, ontology matching, artificial intelligence derstand the magnitude of that event and contextualize other international organizations it is involved in would help to un-
likely outcomes (refugee repatriation, impacts on investments,
1 INTRODUCTION and others).
Strategic foresight is a discipline concerned with anticipating In the scope of the graph massive project, ontology matching
future trends, uncertainties, and disruptions to inform decision- is being used to link the extracted causal relationships from text
making and enable the creation of resilient, long-term strategies. to concepts inside the ontologies, allowing for a more detailed
As such, it is valuable to governments, organizations, and enter- understanding of the concepts that appear in causal relationships
prises, who can use it to remain competitive and adaptable in a and their interconnectivity.
rapidly changing world [4].
The pace of technological advancement, shifting geopoliti- 2 ENRICHING CAUSAL GRAPHS WITH
cal landscapes, environmental crises, and unpredictable market DOMAIN KNOWLEDGE
trends make it essential to react quickly to change. Traditionally, We consider ontologies a framework (an organized and structured
foresight has been based on trend analysis, expert opinion, and system for representing knowledge) used to represent knowl-
qualitative insights. Such approaches lack the agility required to edge within a specific domain by defining the relationships be-
scan real-world events in near-real time and produce strategic tween concepts. They consist of classes (concepts), properties
(attributes), and relationships that connect different concepts.
work must be honored. For all other uses, contact the owner/author(s). Permission to make digital or hard copies of part or all of this work for personal This structure provides a standardized way to organize and in- or classroom use is granted without fee provided that copies are not made or terpret data, ensuring consistent understanding across systems. distributed for profit or commercial advantage and that copies bear this notice and For example, in a medical ontology, concepts like "disease" might the full citation on the first page. Copyrights for third-party components of this be linked to "symptoms," "treatments," and "causes," each with Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia its own defined properties. By formalizing these relationships, © 2024 Copyright held by the owner/author(s). ontologies allow AI systems to better interpret and reason about https://doi.org/https://doi.org/10.70314/is.2024.sikdd.25
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Jernej Stegnar, Jože M. Rožanec, Gregor Leban, and Dunja Mladenić
complex information, leading to more accurate data processing
and decision-making.
Ontologies enhance causality graphs by providing domain-
specific knowledge that improves the accuracy and depth of
relationships represented. When extracting causal relationships
from large datasets, such as media reports, the data can often be
ambiguous or incomplete. Ontologies address this by offering
structured knowledge that defines concepts and their relation-
ships within a specific domain, linking extracted causal rela-
tionships to well-defined entities in the ontology. This enriches
the causality graph, uncovering implicit connections and non-
obvious relationships that may otherwise be missed. In strategic
foresight, for example, ontology-based enrichment helps capture
a broader range of potential future scenarios by incorporating Figure 1: The figure showcases our pipeline for building
knowledge beyond the immediate dataset. This leads to more a causality graph. The sub-figure B showcases how the
reliable predictions, especially when the training data is limited process of ontology linking was executed as a part of our
or domain-specific. Ultimately, ontologies are expected to enable pipeline
the system to generalize better, predict outcomes with higher
accuracy, and improve the overall reliability of causality graphs.
The causality graph pipeline in the Graph Massivizer strategic consistent and accurate representation of complex information
foresight project is designed to automate the extraction, organi- by defining structured relationships between concepts.
zation, and analysis of causal relationships from large datasets, The primary purpose of OntoGPT is to enhance AI systems’
particularly news articles. The Figure 1 showcases the structure understanding, processing, and categorization of data by linking
of our causality graph’s data pipeline. The process begins with extracted information to predefined concepts and relationships
extracting these relationships from news articles, which are then within an ontology. This structured approach ensures greater
organized into a causality graph that maps the interactions be- accuracy and reliability compared to traditional AI systems that
tween various factors and events. The goal is to develop link rely on unstructured data.
prediction models that estimate the likelihood of future events OntoGPT works by connecting data from sources such as text
based on observed patterns. For instance, one use case involves or reports to specific concepts in an ontology, allowing for more
predicting oil price trends by analyzing factors that influence informed and contextually accurate connections. For example, in
pricing. healthcare, OntoGPT can link symptoms from patient records to
Ontology matching is then integrated into the pipeline to link diseases and treatments outlined in medical ontologies, helping
extracted causal relationships with concepts from structured on- to suggest possible diagnoses or treatment plans.
tologies. This enrichment adds layers of context and enables the By combining the language-processing capabilities of LLMs
discovery of connections that may not be evident from raw data with the structured knowledge available in ontologies, OntoGPT
alone. By incorporating ontologies, the pipeline transcends the enables AI systems to go beyond keyword matching and consider
limitations of its training data, identifying causal relationships the relationships between terms. This leads to more intelligent
that may be implied by broader knowledge contained in the on- data interpretation and improved decision-making.
tologies. This not only enhances the accuracy of the graph but OntoGPT is widely used in fields where structured knowl-
also allows it to capture more complex and non-direct relation- edge is critical for high accuracy, such as healthcare, biology,
ships, improving its predictive capabilities. and pharmaceutical research. In medical research, for instance,
As shown in Fig. 1B, the process of ontology linking in our OntoGPT links clinical trial data, medical records, and scientific
pipeline consisted of creating ontology matching templates, then literature to medical ontologies, supporting better analysis and
linking the concepts in text to ontologies, using the information decision-making.
to add additional data to existing causalities, all with the purpose The key advantage of OntoGPT lies in its ability to ground
of finding extra implicit connections based on the information AI outputs in domain-specific, structured knowledge, reducing
provided by the ontologies. the likelihood of errors and improving the relevance of insights.
The main problem that needed solving for that purpose was, This grounding ensures that AI responses are not just based on
how to link ontologies to raw text data. In our case that was patterns but also on well-defined concepts and their relationships.
done using OntoGPT [2], which is a tool used for ontology link- In summary, OntoGPT bridges the gap between the raw data-
ing. Another key challenge is inter-ontology matching, which processing power of LLMs and the structured knowledge in on-
involves linking multiple ontologies through shared concepts. tologies. By leveraging both, it provides a more accurate and
This process expands the knowledge framework, making it even reliable approach to extracting and linking data across various do-
more valuable for our purposes. The challenge of inter-ontology mains, particularly when working with large, complex datasets.
matching hasn’t been addressed yet and remains a matter of
future work. 3.1 OntoGPT’s role
At a lower level, OntoGPT operates using YAML templates that
define how data should be extracted from text and linked to onto-
3 ONTOGPT: A BRIEF OVERVIEW logical concepts. These templates serve as blueprints, specifying
OntoGPT is an advanced tool that integrates large language which types of entities, relationships, and properties to look for
models (LLMs) with ontologies to improve knowledge extraction in the input text. The templates guide the large language model
and organization across various domains. Ontologies provide a by mapping textual data to predefined concepts and relationships
Enhancing causal graphs with domain knowledge Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
classes inside the ontology, that we are trying to link the text data
to, and their descriptions, which assists OntoGPT in more accu-
rately identifying these classes inside the text. The YAML file also
contains the information of "annotators" which tells OntoGPT,
which ontology to ground the responses to. The generated YAML
templates are saved into a separate file after generation, which
makes them ready for use.
The python code that is used by OntoGPT in the process of
ontology linking, is similarly generated by using the extracted
information to fill in the "general template" and is then saved to
a separate file.
5 LIMITATIONS
Figure 2: A Showcase of the function of OntoGPT
5.1 Multiple Same-Class Concepts
OntoGPT has problems trying to link two or more concepts to a
place in the ontology if the concepts are of the same class. This
happens because both concepts suit the description and similar
criteria that OntoGPT extracts the information based on. This
causes OntoGPT to merge both concepts into a single string and
then try to locate the said string inside the ontology, which fails
because there is no individual inside the ontology class with such
Figure 3: The Process of Templates Generation a name. An example of such a response is shown in Listing 1:
Listing 1: Example of a bad response
from the ontology, ensuring that the extracted information is e x t r a c t e d _ o b j e c t :
both relevant and structured. The figure 2 shows the process c o n t i n e n t : AUTO : Europe%2C%20 A f r i c a
of ontology linking for an example of a simple sentence. Each n a m e d _ e n t i t i e s :
YAML template contains detailed instructions on how to identify − i d : AUTO : Europe%2C%20 A f r i c a key terms, their corresponding ontology classes, and the relation- l a b e l : Europe , A f r i c a ships between them. This allows OntoGPT to recognize when a
piece of text, such as a sentence from a media article, contains If OntoGPT managed to locate the concept inside the text
a concept that aligns with an entity or event in the ontology. in the ontology, it returns its id (an example of this is "sea:
Once identified, the tool links the extracted data to these ontol- GEO:000055471" and "id: GEO:000055471 : White Sea") If the
ogy entries, enabling richer and more meaningful connections concept suits the class criteria, but couldn’t be located inside the
in the data, as it is now grounded in an established knowledge ontology, it returns it as a “AUTO” detection. For the purpose of
framework. ontology linking this is not optimal as it does not give us access
The approach described in this article uses an ontology file to the additional information that is stored inside the ontology’s
as input to create such templates for data extraction and link- individual information. The ontology’s individual information is
ing. This enables for a broader range of ontology linking, as the a set of predefined relationships and properties, that an individ-
templates can be created on demand. ual concept has. For example, if the individual "Africa" is defined
inside the ontology, the individual’s data would include its size,
4 TEMPLATES AND PYTHON CODE countries on the continent, population, and climates, among oth-
GENERATION ers. This information gives us reliable information about a certain
The approach works by using the information defined inside To solve this problem, the approach of creating "buffer" classes concept, allowing for more contextual understanding. the ontology, to generate the YAML templates. The Figure 3 was taken, where a certain class from ontology would be used to showcases the process of how this is done. generate three classes describing the different occurrences of the First the class information, for each class inside the ontology, ontology class and a description that would provide sufficient
is extracted. This is done by using the "owlready2" python library context to OntoGPT to separate the same class concepts into to parse the ontology into an object, and then extract the relevant different entities. The corrected response is showcased in Listing information from the new object. 2: Every class inside the ontology is used to create a correspond-
ing template class, which is optimal, as it covers all parts of the Listing 2: Example of a corrected response
ontology that could potentially be linked. A small portion of e x t r a c t e d _ o b j e c t : the data extraction process is ontology-specific and was custom-c o n t i n e n t : GEO: 0 0 0 0 0 0 3 4 0 tailored to the individual ontology, as some information (like c o n t i n e n t _ 2 : GEO: 0 0 0 0 0 0 3 4 2 class descriptions) is saved in different parts. n a m e d _ e n t i t i e s : Secondly the data extracted from the ontology is processed − i d : GEO: 0 0 0 0 0 0 3 4 0 and used to create custom YAML templates. This is done by sim-l a b e l : A f r i c a ply using the extracted information to fill in a "general template"
we used for generation. Specifically the class names and descrip- − i d : GEO: 0 0 0 0 0 0 3 4 2
tions are used, to do so. This gives OntoGPT the names of the l a b e l : Europe
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Jernej Stegnar, Jože M. Rožanec, Gregor Leban, and Dunja Mladenić
While this approach deals with a high percentage of this type ACKNOWLEDGMENTS
problem, it does not cover the cases where more than three same- The Slovenian Research Agency supported this work. This re-
class concepts are inside the piece of text being analyzed. search was developed as part of the Graph-Massivizer project
funded under the Horizon Europe research and innovation pro-
6 CONCLUSIONS gram of the European Union under grant agreement 101093202.
Using OntoGPT in the Graph Massivizer strategic foresight project
will prove valuable for enriching causal graphs with linked on- REFERENCES
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Measuring and Modeling CO2 Emissions in Machine Learning
Processes
Ivo Hrib Oleksandra Topal
Jožef Stefan Institute Jožef Stefan Institute
Ljubljana, Slovenia Ljubljana, Slovenia
ivo.hrib@gmail.com Oleksandra.Topal@ijs.si
Jan Šturm Maja Škrjanc
Jožef Stefan Institute Jožef Stefan Institute
Ljubljana, Slovenia Ljubljana, Slovenia
jan.sturm@ijs.si maja.skrjanc@ijs.si
Abstract offer insights into a model’s emissions before its construction or
use. The service we aim to provide addresses this gap by offering
With the rapid expansion of the computing industry, efficient
an estimation of emissions and power consumption for differ-
energy utilization and reduction of CO2 emissions are critically
ent models before they are selected for specific use cases. This
important. This research develops analytical tools to predict CO2
forward-looking approach allows for more informed decisions
emissions from various machine learning processes. We present a
when choosing models, potentially reducing their environmental
novel methodology for data acquisition and analysis of CO2 emis-
footprint.
sions during model training and testing. Our results demonstrate
the environmental impact of different algorithms and provide
insights into optimizing energy consumption in artificial intelli- 2 Related Work
gence applications. The environmental impact of machine learning models has been
a growing concern in recent years. Several studies have focused
Keywords on quantifying and reducing the carbon footprint of artificial
CO2 Emissions, Machine Learning, Energy Consumption, Envi- intelligence (AI) processes. For instance, [12] highlighted the en-
ronmental Impact, AI Model Optimization, Green AI, Sustainable ergy consumption of training large neural models and suggested
Computing, Carbon Footprint methods for minimizing emissions. Similarly, tools like CodeCar-
bon [2] and eco2AI [3] have emerged to measure real-time CO2
1 Introduction emissions from computational tasks. However, these tools often
lack predictive capabilities for assessing emissions before model
The global computing industry significantly contributes to CO 2
selection, as pointed out by. Our work builds on these existing
emissions, with data centers accounting for 2.5 to 3.7 percent
methodologies, concretely on the work of eco2AI[3], by providing
of global greenhouse gas emissions [1]. These emissions exceed
a forward-looking approach that estimates emissions during the
those of the aviation industry due to continuous operations and
model selection phase, thus complementing real-time monitoring
heavy reliance on fossil fuels [11]. Given the growing demand for
tools. This is achieved through heavy dependency on eco2AI[3]
artificial intelligence (AI) applications, there is an urgent need
measuring systems for data collection, later used for modeling
for CO-conscious solutions.
2
based on the collected data and registered hyperparameters.
This research aims to develop tools for predicting CO 2 emis-
sions associated with machine learning processes, thus enabling
the reduction of the environmental impact of AI models. In col- 2.1 Research Gap and Contribution
laboration with Eviden (Spain) and under the FAME EU project, Despite the growing availability of tools like CodeCarbon [2]
we have developed a CO2 emissions analysis system using tools and eco2AI [3], a significant gap remains in the preemptive eval-
like CodeCarbon [2] and eco2AI [3]. uation of environmental impact during the machine learning
(ML) model selection phase. The mentioned tools are valuable for
1.1 Research Goals post hoc analyses but do not assist ML practitioners in making
The primary goal of this research is to develop a service that pre- —before model development—on informed decisions upfront
dicts CO2 the environmental footprint of different model architectures or
emissions and power consumption of different machine
learning models during both training and evaluation phases with hyperparameters.
emphasis on hyperparameter dependency. The CO 2 This gap is crucial, as the model selection phase often involves
emissions
𝑘𝑔 trial-and-error across multiple models and configurations, po-
are measured in kilograms per second ( ) , while the power
𝑠
tentially leading to unnecessary resource consumption. Without
consumption is measured in kilowatt-hours (kWh).
predictive capabilities, practitioners have limited insight into
While existing services, such as CodeCarbon [2] or eco2AI
which models will have the lowest environmental impact before
[3], provide real-time measurement of emissions, they do not
engaging in resource-intensive training.
Permission to make digital or hard copies of all or part of this work for personal predictive
Our research aims to fill this gap by introducing a
or classroom use is granted without fee provided that copies are not made or
distributed for profit or commercial advantage and that copies bear this notice and service
that estimates the environmental footprint of different
the full citation on the first page. Copyrights for third-party components of this ML models before they are trained or used. This service leverages
work must be honored. For all other uses, contact the owner /author(s).
the data collected from existing tools like eco2AI [3], incorporat-
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
ing key features such as hyperparameters, and model architec-
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.sikdd.23 turre into predictive models. By doing so, we enable developers
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Hrib et al.
to make at the model selection stage, more sustainable choices 3.3 CO2 Emission Measurement reducing carbon emissions from the start of the ML lifecycle.
We measure CO2 emissions produced during both the training
The table 1 below presents a feature matrix comparing our
and testing phases of the machine learning models. This involves
proposed service with current tools, showing how our approach
using tools like eco2AI [3] to track energy consumption and
addresses unmet needs:
convert it into equivalent CO2 emissions. The measurements
are taken for various models, such as Decision Trees, Random
3 Methodology Forests, Logistic Regression, and Neural Networks, to assess their
environmental impact under different computational loads.
Due to the lack of suitable data on CO emissions of machine
2
learning models, we began by developing an infrastructure for
data collection. This infrastructure is composed of the following 3.4 Feature Extraction
steps: To gain deeper insights, we extract various features that could im-
pact CO 2 emissions and energy consumption. These features in-
• Dataset Generation: Creating synthetic datasets using clude project identifiers, detailed descriptions of each experiment,
random data generation methods.
the duration of each training epoch, power consumption metrics,
• Data Preprocessing: Cleaning and preparing the data for hardware configurations (such as the type of CP U/GP U used), and
analysis.
hyperparameters. The project identifiers refer to unique alphanu-
• CO2 Emission Measurement: Recording CO2 emissions meric codes assigned to each machine learning experiment upon
during both training and testing phases using different
execution. These identifiers help differentiate between various
machine learning algorithms.
model configurations and experimental setups. They are gener-
• Feature Extraction: Extracting relevant features such ated and stored automatically by our system during the dataset
as project ID, experiment details, epoch duration, power
generation process to ensure traceability and reproducibility of
consumption, and hardware configurations.
the experiments.
• Adding Hyperparameters to Final Dataset: Document-
ing hyperparameters used in each experiment to assess 3.5 Adding Hyperparameters to Final Dataset their impact on emissions.
• We document the hyperparameters used in each machine learn- Containerization:
Utilizing Docker for containerization
ing experiment, such as learning rates, batch sizes, and the num-
to ensure reproducibility and scalability of the experi-
ber of layers in neural networks. This allows us to evaluate how
ments.
• these hyperparameters influence CO 2 emissions and energy con- Data Storage:
Storing all datasets, features, and emission
sumption.
records systematically in a database for further analysis.
• Modeling: Developing and training machine learning
models to predict CO 2 emissions and power consumption. 3.6 Containerization
To ensure reproducibility and scalability of our experiments, we
The software implementation uses Python, with dependencies
employ Docker for containerization. This approach encapsulates
including pandas [7], scikit-learn [10], matplotlib [5], eco2AI [3],
the code, dependencies, and environment settings, allowing the
TensorFlow [ ], Keras [ ], abadi2016tensorflow chollet2015keras
experiments to be easily replicated and deployed across different
and Docker for containerization [ ]. merkel2014docker
platforms.
3.1 Dataset Generation 3.7 Data Storage
In this step, we created a synthetic dataset by generating random All datasets, extracted features, hyperparameter configurations,
data points using tools like and CO2 sklearn.datasets.make_regression emission records are systematically stored in a database.
or . The primary objective here is not This central repository facilitates efficient querying, retrieval, make_classification
to reflect real-world data scenarios but to produce a controlled and analysis of data to support ongoing and future research.
environment where the focus is on measuring CO2 emissions
and power consumption during model training and evaluation. 3.8 Modeling Datasets generated vary in size from ranges of 250 to 15000 sam-
In this step, we develop and train machine learning models to
ples and 5 to 2000 features. In classification cases additionally the
predict CO2 emissions and power consumption based on various
number of classes ranges from 2 to 50. These parameter ranges
features, such as the type of algorithm used, hardware configura-
were selected to mitigate the risk of computational overload, en-
tion, and model parameters. This modeling allows us to estimate
suring that the experiments remain feasible within the available
emissions for different machine learning workflows before their
computational resources while maintaining the integrity of the
actual deployment. The models help identify the most efficient
analysis.
algorithms and configurations, thus guiding the selection of en-
vironmentally friendly AI solutions.
3.2 Data Preprocessing The general pipeline for the previously mentioned steps can
be seen below (see Figure 1).
Before analysis, the dataset must be cleaned and prepared. This
A more thorough view of the workings of this can be seen as
includes handling missing values, normalizing or standardizing
shown below for running a single measurement (see Figure 2).
data, encoding categorical variables, and splitting the data into
training and testing sets. Proper preprocessing ensures that the
data is in the optimal format for the models to learn from and min- 4 Model Architecture
imizes biases that may affect model performance and emission In this section, we explain the architecture of the model used
measurements. for predicting CO2 emissions and power consumption based on
Measuring and Modeling CO2 Emissions in Machine Learning Processes Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
Tool/Technology Platform Model Cov-Metric Carbon Energy Additional Real-time Forward-
Compati- erage Granular- Metrics Metrics Features measure- looking
bility ity ment Prediction
CodeCarbon Cloud, On-All ML mod-Per training CO emis- Energy con- Dashboard Yes No 2
Premise els session sions (kg) sumption Visualiza-
(kWh) tion
eco2AI Cloud, On-All ML mod-Per training CO emis- Energy con- Not RAPL Yes No 2
Premise els session sions (kg) sumption based
(kWh)
Proposed On-Premise Specific Per model, CO2 emis-Energy con- Predictive No Yes
Service kg
models per selec- sions sumption modeling
s
(mentioned tion phase (kWh)
bellow)
Table 1: Feature comparison of existing tools and the proposed service
• Output Layer: A single neuron that outputs the predicted
value for either CO2 emissions or power consumption.
4.1 Model Training
The model is compiled using the Adam optimizer [6] and the
Mean Squared Error (MSE) loss function. Seeing as we were un-
able to gather adequate real-time environmental data of factors
that may influence our predictions (e.g. Distribution of energy
sources, real time CO 2 per kWh), our model relies on static yearly
averages of these values[8] [9] . Our model uses the aforemen-
tioned features for the purpose of regression with the goal of
Figure 1: General Measurement Pipeline predicting power consumption and CO2 emissions gathered by
previously mentioned random tests. Each model is trained for 25
epochs using the preprocessed data. After training, the models,
along with their respective scalers and encoders, are saved to
disk for later use.
4.2 Prediction
Once trained, the model can predict CO2 emissions and power
consumption for new data points by loading the appropriate
model, scaler, and one-hot encoder. The input data is prepro-
cessed in the same manner as during training, and the predictions
are obtained by applying the trained models.
This modular approach allows for easy extension to additional
models or data sources and provides a scalable solution for ana-
lyzing the environmental impact of machine learning processes.
5 Web Application Interface for CO 2
Figure 2: Single Model Measurement Pipeline Emissions and Power Consumption
Prediction
In addition to the backend model developed for predicting CO
various features such as CP U type, GP U type, region, and other 2
experiment-specific details. The model implementation is en- emissions and power consumption of various AI models, a web
capsulated within a Python class named , which is
MultiModel application was created to provide a user-friendly interface for
responsible for managing the entire process from data prepro- real-time predictions. The web app, as shown in Figure 3, allows
users to select different machine learning models and configure
cessing to training and prediction.
The model employs two separate neural networks for predict- parameters to estimate the associated environmental impacts.
ing CO2 emissions and power consumption. The architecture for
each neural network is as follows: 5.1 Key Features of the Web Application
• Input Layer: The web application interface is designed with simplicity and Receives the scaled and encoded features.
• Hidden Layers: functionality in mind. It includes several key components: Consist of multiple Dense layers with
ReLU activation functions. The CO2 emissions model in- Users can choose the type of machine • Model Selection:
cludes three hidden layers with 128, 64, and 128 neurons, learning model they are interested in evaluating (e.g., Lo-
respectively, while the power consumption model has gistic Regression ( abbr. LogR ), Decision Tree Classifier (
three hidden layers with 64, 64, and 128 neurons. abbr. DTC ), Decision Tree Regression ( abbr. DTR ), Neural
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Hrib et al.
6 Results
6.1 Model Error
To evaluate the performance and accuracy of the models, we
conducted a 10-fold cross-validation to estimate the errors in
predicting CO 2 emissions and power consumption. The results
are presented in Table 2. The errors for both CO 2 emissions
and power consumption were computed for both training and
evaluation phases of each model type.
Note: In this context, "Train." refers not to the error on the
training set, but rather to the error made by our model in predict-
ing the CO2 emissions / Power Consumption during the training
Figure 3: Web App Interface phase of the listed model. Similarly, "Eval." refers not to the error
on the evaluation set, but rather to the error made by our model
in predicting the CO2 emissions / Power Consumption when
Network Classifier ( abbr. NNC ), Neural Network Regres- the listed model makes predictions. This distinction is crucial to
sion (abbr. NNR ), Linear Regression ( abbr. LinR ), Random understanding the results accurately.
Forest Classifier ( abbr. RFC ) and Random Forest Regres-
sion ( abbr. RFR ) ). The dropdown menu in the upper-left
corner of the interface provides a list of available models. Table 2: Model Scaled Error Estimates from 10-Fold Cross-
• Model Parameters Configuration: A section labeled Validation
"Model Parameters" allows users to specify various inputs:
– Train or Evaluate: Users can choose whether to esti-
Model Phase CO2 Error Power Er-
mate emissions for the training or evaluation phase of
ror
the model.
– Dataset Samples and Features: Input fields are pro- DTC Eval. 0.0036 0.0043
vided for users to define the size of the dataset in terms DTC Train. 0.0631 0.0649
of the number of samples and features. DTR Eval. 0.0032 0.0034
– CPU and GPU Specifications: The app allows the DTR Train. 0.0133 0.0517
selection of the CP U and GP U type, reflecting differ- RFC Eval. 0.0094 0.0098
ent hardware configurations, such as "Intel(R) Xeon(R) RFC Train. 0.3242 0.3582
Gold 6246R CP U @ 3.40GHz/1 device(s), TDP:205.0" or RFR Eval. 0.0087 0.0081
"AMD Ryzen 7 4800H with Radeon Graphics/1 device(s), RFR Train. 0.2565 0.2779
TDP:45.0". LogR Eval. 0.0063 0.0057
– Region/Country Selection: A dropdown to select the LogR Train. 0.0055 0.0043
geographic location where the model is being executed, LinR Eval. 0.0099 0.0105
which influences the CO LinR Train. 0.0104 0.0095 2 emissions based on local en-
ergy sources. NNC Eval. 0.0018 0.0030
• Real-Time Predictions: Once all parameters are config- NNC Train. 0.1083 0.1216
ured, the application dynamically calculates and displays: NNR Eval. 0.0045 0.0112
– CO NNR Train. 0.1051 0.1008 2 Emissions: The predicted emissions are shown in
kilograms per second (kg/s).
– Power Consumption: The power consumption is pro-
vided in kilowatt-hours (kWh).
Based on the results obtained through the 10-fold cross-validation,
• Electricity Source Distribution: A graphical representa- it is evident that the model performance varies significantly
tion is provided for the distribution of electricity sources,
across different algorithms and phases. One notable observa-
such as coal, gas, and oil, in the selected region. This in-
tion is that the errors in predicting CO2 emissions and power
formation is crucial for understanding the environmental
consumption are relatively higher during the training phases,
impact of power consumption based on the local energy
particularly for more complex models like Neural Networks and
mix.
Random Forests [4].
This discrepancy in model performance can be attributed to
5.2 User Experience and Accessibility the sparsity of the data collected during the measurement phase.
The web application is developed with accessibility in mind, en- The limited data points lead to substantial gaps in the attribute
suring that users, regardless of technical background, can interact space covered by the models, resulting in erratic behavior when
with the model’s predictive capabilities. By offering a clear and predicting outside these ranges. Consequently, the models show
intuitive interface, it aims to make the process of estimating CO diminished accuracy and reliability when confronted with input
2
emissions and power consumption transparent and straightfor- configurations that fall beyond the scope of the original data.
ward. Future research should focus on enhancing the robustness of
Figure 3 illustrates the application’s main screen, where the these models by expanding the dataset to include a broader range
model type, parameters, and results are all visible at a glance. This of scenarios and conditions. This would help mitigate the effects
real-time feedback loop allows users to make informed decisions of sparsity and improve the model’s generalizability, ensuring
based on the predicted environmental impact. more reliable predictions across diverse settings.
Measuring and Modeling CO2 Emissions in Machine Learning Processes Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
8 Limitations
This study presents several limitations, particularly regarding
the data, model evaluation, and hardware configurations, which
must be considered when interpreting the results.
8.1 Training Duration and Model Learning
The models were trained for a fixed number of epochs (e.g., 10 or
20), prioritizing computational cost over learning performance.
The focus was on estimating CO2 emissions rather than model
accuracy or convergence, meaning the models may not have fully
captured patterns in the data. As such, the reported emissions
reflect standardized training durations (with an upper limit for
computational efficiency), not optimized learning outcomes.
Figure 4: Logarithmically scaled mean emissions across
different models 8.2 Lack of Meaningful Learning Objective
The use of randomly generated data limits the evaluation of model
learning. Since the data lacked inherent structure, the models’
ability to learn was not assessed. Instead, the models were pri-
marily evaluated on their resource consumption during training,
reducing the focus on generalization or predictive power.
6.2 CO2 Emission Analysis Across Different
Models 8.3 Hardware and Software Considerations
Figure 4 provides a comparative analysis of the mean CO emis- The experiments were conducted on specific hardware (e.g., GP U/CP U
2
sions generated by different machine learning models during configurations), and variations in hardware were not examined.
their operation, represented on a logarithmic scale to accommo- Different hardware setups, especially energy-efficient systems,
date the wide range of emission values. could significantly impact CO2 emissions and energy consump-
The chart highlights significant variations in CO tion. Therefore, the findings may not generalize across all hard- 2 emissions
among models, with the Neural Network Classifier and Neu- ware environments. However, we would like to point out that this
ral Network Regressor exhibiting the highest emissions by a was due to lack of infrastructure for broader experimentation.
considerable margin. This is expected due to the intensive com-
putational requirements and numerous parameters these models
necessitate, resulting in elevated power consumption and conse- 9 Future Work
quently higher CO 2 output. Future research should incorporate real-world datasets, optimize
In contrast, simpler models like Logistic Regression, Linear hyperparameters, and evaluate diverse hardware configurations
Regression, and Decision Tree models show substantially lower to extend these findings to broader machine learning scenarios.
CO2 emissions, reflecting their reduced computational complex- The exploration of more complex architectures and learning
ity and lower resource demand. objectives will provide a deeper understanding of the trade-offs
Interestingly, the Random Forest models, particularly the Re- between performance and environmental impact.
gressor, present moderate emissions, illustrating that even ensem-
ble methods, which typically involve training multiple decision
trees, can maintain reasonable emission levels depending on their 10 Conclusion configuration.
Our study presents a methodology for monitoring and analyzing
This analysis underscores the importance of model selection
CO 2 emissions during machine learning processes. The find-
not only for performance but also for minimizing environmental
ings demonstrate that different machine learning models exhibit
impact, particularly when scaling up operations or deploying in
significant variability in their energy consumption and CO emis-
2
resource-constrained settings.
sions, with complex models like neural networks having a higher
environmental impact. By providing predictive insights into these
emissions, our approach enables more informed decision-making
7 Discussion during model selection, thus contributing to the broader goal of
The results highlight the significant environmental impact of reducing the carbon footprint of AI applications.
training complex AI models, particularly neural networks. The Future work will focus on expanding the dataset to include
variability in emissions suggests that optimizing model hyperpa- more diverse models and configurations. Additionally, we plan
rameters and selecting appropriate hardware configurations can to integrate real-time monitoring tools to compare predictions
reduce CO output. with actual emissions, further refining our predictive capabilities.
2
Future research should focus on model improvement for better Moreover, optimizing model hyperparameters and exploring al-
and more accurate prediction, expanding the range of algorithms ternative, more sustainable hardware configurations will be key
studied, as well as intensive data collection to accommodate gaps areas of investigation for minimizing the environmental impact
in training data. of machine learning workflows.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Hrib et al.
Acknowledgements [4] Ian Goodfellow, Yoshua Bengio, and Aaron Courville. 2016. Deep Learning. A
comprehensive resource on machine learning algorithms, including neural
This work was supported by the FAME project, funded by the
networks. MIT Press. http://www.deeplearningbook.org.
European Union’s Horizon 2023 Research and Innovation Pro- [5] John D Hunter. 2007. Matplotlib: a 2d graphics environment. Computing in gramme under grant agreement nº 101092639. science & engineering, 9, 3, 90–95.
[6] Diederik P Kingma and Jimmy Ba. 2014. Adam: a method for stochastic
optimization. . arXiv preprint arXiv:1412.6980
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57th Annual Meeting of the Association for Computational Linguistics (ACL).
Association for Computational Linguistics, 3645–3650.
Enhancing Ontology Engineering with LLMs: From Search
to Active Learning Extensions
Ganna Kholmska Klemen Kenda Joze Rozanec
Jožef Stefan Institute Jožef Stefan Institute Jožef Stefan Institute
Ljubljana, Slovenia Ljubljana, Slovenia Ljubljana, Slovenia
anna.kholmska@gmail.com klemen.kenda@ijs.si joze.rozanec@ijs.si
Abstract Recent studies show that leveraging Large Language Models
(LLMs) can streamline ontology construction by reducing
This paper explores the use of LLMs in ontology engineering manual effort and improving consistency and quality. For
within the HumAIne project, focusing on the discovery, analysis, instance, [1] demonstrates semi-automatic knowledge graph
and extension of ontologies in Data Mining, Machine Learning, construction using open-source LLMs, while [2] proposes
and manufacturing. The methodology leverages fine-tuned methods for automatic concept hierarchy generation through
prompts and combines LLMs with traditional tools like Protege LLM queries. Building on this research, this paper contributes a
for validation. A multi-LLM approach improved domain- methodology that integrates LLMs with traditional tools like
specific concept coverage and reduced errors, though challenges Protege to streamline the discovery, analysis, and extension of
remain in addressing deep domain-specific gaps and ensuring ontologies. By employing a multi-LLM approach, we address
logical consistency. challenges in domain-specific concept identification and ensure
Keywords fields like Data Mining, Machine Learning, and manufacturing. more consistent, accurate results in ontology development for
LLMs, Ontology Engineering, Active Learning, Data Mining,
Machine Learning, Ontology Selection, Ontology Extension
2 LLM-Assisted Search and Analysis of Domain
Ontologies
1 Introduction
Our experimentation with methodologies and tools for
The HumAIne project, funded by the European Commission efficient web search and ontology analysis in Data Mining (DM),
under the Horizon Europe program, aims to develop a platform Machine Learning (ML), and manufacturing domains led to the
integrating advanced AI paradigms such as Active Learning development of the LLM-leveraging algorithm shown in Fig. 1.
(AL), Neuro-Symbolic AI, Swarm Learning, and Explainable AI. This algorithm uses carefully crafted prompts to guide LLMs in
This platform is designed to enhance human-AI collaboration in generating accurate, targeted queries. Before each step, the initial
dynamic, unstructured environments, with applications spanning prompt is optimized through several iterations in a dialogue with
healthcare, manufacturing, finance, energy grids, and smart cities. the LLM to improve accuracy and relevance. Further details on
Its primary goal is to support decision-making by combining the iterative query refinement process are provided in the
human expertise with AI capabilities. Discussion section.
One of the project's key challenges is developing multiple Step 1: Define the Search Objective. At this stage, LLMs like
ontologies that provide a structured framework for integrating Bing Chat, Google’s Bard, or ChatGPT with Web Browsing are
domain-specific knowledge. This framework is essential for employed to iteratively refine the search objectives initially
enhancing the clarity and reliability of AI-driven decisions, while formulated by the researcher, along with relevant keywords,
ensuring adaptability across diverse applications. To construct phrases, and terms describing the ontologies or concepts of
these ontologies, we first explored publicly available ontologies interest. For instance, our initial search objective for DM and ML
relevant to the project's scope, then extended selected ones with ontologies was to "Find ontologies that offer up-to-date, detailed
concepts from HumAIne’s AI paradigms, starting with Active descriptions of the DM and ML domains, following best
Learning practices in ontology engineering." Keywords included "Active
However, manual ontology construction is a complex, Learning" and "CRISP-DM standard."
resource-intensive process that requires expertise across multiple Step 2: Formulate Search Queries Using LLMs. Based on the
domains, collaboration among stakeholders. Ensuring refined search objectives and keywords, and using a carefully
modularity, reusability, and scalability adds to this complexity. crafted prompt, LLMs generate targeted search queries. These
queries are fine-tuned through feedback or early search results to
maximize relevance and accuracy. For example, for a DM
Permission to make digital or hard copies of part or all of this work for personal or ontology, the LLM generated queries such as "Data Mining
classroom use is granted without fee provided that copies are not made or distributed ontology for semi-supervised machine learning," which were
for profit or commercial advantage and that copies bear this notice and the full further refined before finalizing the query. citation on the first page. Copyrights for third-party components of this work must
be honored. For all other uses, contact the owner/author(s). Step 3: Conduct Web Search. This step involves real-time
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia browsing tools like Copilot in Microsoft Edge (GPT-4) and
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.sikdd.28 Perplexity AI to execute searches and identify relevant sources.
Our study prioritized high-quality sources like ontology
repositories (e.g., BioPortal, OBO Foundry) and academic OWL and RDF code, were used alongside ontology tools like
databases (Google Scholar, IEEE Xplore, ACM Digital Library). Protege. This combination ensured that the ontologies addressed
It is important to acknowledge that LLM-driven web relevant concepts and aligned with frameworks like CRISP-DM.
searches are generally confined to public repositories and a GPT-4 helped significantly in bridging the gap between textual
limited range of academic databases. As a result, proprietary or descriptions and formal ontology representations.
lesser-indexed ontologies may require manual exploration to Step 6: Cross-Reference and Compare Findings. LLMs with
ensure a more thorough search. contextual understanding were employed to integrate and refine
information from multiple sources. For this task, we used.
Additionally, ChatGPT (GPT-4) categorized 65 manufacturing
ontologies categorized 65 manufacturing ontologies, assessing
them for relevance to process planning, standardization, industry
adoption, interoperability, and support for advanced
manufacturing concepts. Further exploration of the top 8 LLM-
scored ontologies showed strong alignment with expert
evaluations, but domain-specific tasks required carefully crafted
prompts and human oversight for effectiveness.
Step 7: Provide Recommendations for Further Exploration.
LLMs generated recommendations for the most suitable
ontologies or areas for additional research based on the previous
step's results. This includes identifying underexplored concepts
and areas needing further investigation.
Step 8: Validate and Document Findings. The findings were
manually validated for accuracy and relevance, then
systematically documented. ChatGPT (GPT-4) was used to
summarize and structure the documentation.
Step 9: Iterate and Refine Search (if needed). When results
were too broad or irrelevant (e.g., Active Learning
misinterpreted as an educational method), we refined the search
prompt by adding more context.
By using this LLM-based algorithm, we conducted
comprehensive web searches and extracted relevant information
to identify the most suitable ontologies for the HumAIne project.
In the DM and ML domains, we selected the OntoDM suite
(OntoDM-Core, Onto-KDD, and OntoDT). For the
manufacturing domain, we identified the Industrial Ontologies
Foundry Core (IOF Core) as the best fit.
Figure 1: Key steps of LLM-leveraging algorithm 3 LLM-Assisted Ontology Extension with
Active Learning Concepts
Step 4: Retrieve and Summarize Information. LLMs (Google
Bard, Copilot (GPT-4), Perplexity AI) were employed to extract Integrating Active Learning (AL) into an ontology requires
and summarize key information from ontology descriptions extending it with new classes, properties, and relationships
documentation identified during the search. Using a specifically building and extending ontologies are well-documented, we leveraged GPT-4 for this task using iteratively refined prompts tuned prompt, LLMs extracted 11 characteristics for each of the found in publications, technical papers, and repository representing key AL concepts. While traditional methods of
included purpose, availability, ontology metrics, reused particularly GPT-4, were used to extend the IOF Core ontology with AL concepts. ontologies, software editors, representation language, and 34 identified DM and ML ontologies. These characteristics (see Discussion section). This section outlines how LLMs,
evaluation methodologies. This structured data, organized in Step 1: Define the Problem and Objectives. Through
table format, provided valuable insights into each ontology’s iteratively refined prompts, LLMs formulated clear objectives,
scope, quality, and reusability. From these results, we selected 6 specifying the domain (e.g., manufacturing) and key concepts
ontologies for further exploration, prioritizing comprehensive (e.g., Active Learning). These outputs were used to guide further
coverage of DM and ML concepts, adherence to ontology steps, with LLMs leveraging contextual understanding,
standards in these domains. relevant AL applications such as adaptive scheduling. Queries like "How can Active Learning improve adaptive scheduling in Step 5: Analyze and evaluate ontologies. engineering best practices, and alignment with established knowledge synthesis, and language generation to suggest
utilized to assess the relevance, content, and structure of the manufacturing?" generated valuable insights into potential use cases. where AL would be most beneficial. LLMs were further
LLMs such as GPT-4, which can process, explain, and generate Step 2: Analyze the Ontology to be Extended. By combining selected ontologies. In our study of DM and ML ontologies,
Protege’s visualization and navigation tools with GPT-4’s ability
to process textual and machine-readable data (e.g., OWL/RDF), efficiency and accuracy of reviewing, debugging, and validating
we thoroughly examined the IOF Core ontology structure and OWL code.
identified areas for introducing AL concepts. For example, GPT-
4 helped uncover key classes like “Process,” “Resource,” and
“PerformanceMetric” within IOF Core, highlighting relevant
properties for AL integration. Queries such as "What aspects of
IOF Core can benefit from AL integration?" and "What key
concepts are missing from the IOF Core ontology for integrating
Active Learning in manufacturing?" guided us in identifying
areas for improvement, including handling uncertainty and
adjusting dynamic processes.
Step 3: Identify Active Learning Concepts. The main tasks of
this step and the role of LLMs in supporting each task are
summarized in the Table 1:
Table 1: LLMs applications for Identifying AL Concepts
Task LLM Application Example Output Figure 2: Screenshot of LLM-generated code defining the
1. Identify “LearningAlgorithm” class with properties “trainingData” Use LLMs to Concepts like“Uncertainty
fundamental and “validationData” generate a list of sampling,” “Query-by-
AL concepts core AL strategies committee”
and techniques Step 5: Ensure Semantic Consistency. LLMs, such as GPT-
2. Extract 4, assisted in ensuring semantic consistency by reviewing new Query LLMs about Concept like "Query
domain- and existing ontology elements and suggesting how new AL in specific Efficiency" in decision-
specific AL concepts could align with the existing framework. For example, industrial contexts making for manufacturing
concepts an LLM suggested how an AL “QueryStrategy” class fits within
the IOF Core ontology.
3. Mine AL Example Prompt: " Review the new QueryStrategy class and Process academic Concepts like “Stream-based
concepts from suggest how it can align with the existing classes in IOF Core." papers, reports to selective sampling” from
literature LLM Output: The QueryStrategy class aligns with decision- extract relevant AL papers on AL in
terms making aspects of the Process concept. Strategies such as manufacturing
“UncertaintySampling,” “QueryByCommittee,”
4. Assign “ExpectedModelChange,” and “ExpectedErrorReduction” can Generate properties QueryStrategy class
properties to be viewed as specialized decision-making processes within the for AL ontology properties:
new classes broader process framework of IOF Core. classes “hasuncertaintySampling”
“queryByCommittee” However, LLMs cannot guarantee logical consistency and face
5. Refine and limitations in handling complex relationships, making it necessary Ensure definitions, Refined and validated terms
validate to use ontology reasoners, such as Protege or HermiT, to perform resolve overlaps based on domain-specific
terminology consistency checks. standards
Step 6: Map to Existing Ontologies. LLMs, such as GPT-4,
By prompting, LLMs generated nearly 200 fundamental AL assist in generating initial mapping suggestions by analyzing
concepts, structuring them into a hierarchy by leveraging their similarities in definitions, relationships, and properties between
vast training data. Additionally, LLMs helped generate new and existing concepts. This involves creating explicit
definitions, assisting in verifying and refining concepts. relationships like “owl:sameAs,” “owl:equivalentClass”, and
However, after a point, LLMs began repeating concepts or “owl:equivalentProperty”.
producing less relevant terms. LLMs were also effective in Example LLM Output:
generating domain-specific concepts through targeted queries. :FeedbackMechanism a owl:Class ;
For instance, querying AL in manufacturing led to concepts like owl:equivalentClass :ControlSystem ;
"uncertainty management" and "query efficiency." More rdfs:label "Feedback Mechanism" ;
specialized concepts required extraction from academic papers, rdfs:comment "Mechanisms that provide feedback in
which were cross-referenced with existing standards in DM, ML, Active Learning to control systems."
and manufacturing (e.g., CRISP-DM, IEEE 7000 Series, ISA-95, While LLMs are effective in identifying high-level
ISO 15531). Ontology learning tools like Text2Onto and similarities, they may face challenges with complex or domain-
OntoLearn were combined with LLMs for cross-verification. specific relationships, requiring further refinement. Although we
Step 4: Develop Ontology Extensions. didn’t encounter these issues during our initial work extending LLMs helped create
AL-related classes, properties, and relationships based on the IOF Core with AL concepts, we used Protege’s alignment plug-
identified concepts, using OWL-compliant syntax (see Fig. 2). ins to refine LLM-generated mappings. For more complex
By combining GPT-4’s knowledge synthesis with Protege’s mappings, tools like AgreementMaker or COMA can further
structural reasoning and consistency checking, we improved the refine the suggestions.
Step 7: Prototype and Test. LLMs, such as GPT-4, were prompt (clear, concise, and easily understood by you), b)
prompted to generate validation scenarios, competency questions, Suggestions (on what details to include in the prompt to improve
and SPARQL queries based on the integrated AL concepts. For it), and c) Questions (ask any relevant questions to improve the
instance, a prompt like "Suggest validation scenarios for adaptive prompt). We will continue this iterative process with me
scheduling with Active Learning" helped us produce realistic test providing additional information to you and you updating the
cases, including prototype code, descriptions of initial setup, prompt until it's complete.”
process flows, validation steps, and queries based on newly After 4-5 cycles, the prompts were highly optimized,
integrated concepts. ensuring relevant outputs. This refinement process reduced
SPARQL queries generated by LLMs were executed using inconsistencies and improved LLM-generated content across
Protege with SPARQL plugins to assess the ontology’s ability to both search and extension phases.
retrieve relevant information and answer competency questions. We integrated multiple LLMs, including Bing Chat (GPT-4),
However, some LLM-generated scenarios revealed Google’s Bard, and Perplexity AI, to cross-validate outputs,
limitations in domain-specific knowledge, resulting in generic reducing errors and refining results. This ensured consistency in
outputs that required refinement. Additionally, LLMs struggled LLM-generated ontologies and mappings.
with modeling intricate relationships or complex data retrieval To evaluate this multi-LLM approach, we propose the
conditions, making human oversight essential for ensuring following metrics: Inter-Model Consistency (measures
accuracy and thorough testing. alignment between LLM outputs). Error Rate Reduction (Tracks
Step 8: Iterative Refinement. Following initial prototyping how often one LLM corrects another’s errors),.Coverage of
and testing, we gathered feedback from domain experts and users Relevant Concepts (assesses LLMs' ability to capture domain-
to further refine the ontology. Validation reports were uploaded specific concepts). Although these metrics provide a framework,
to AskPDF Research Assistant (GPT-4), where LLMs reviewed formal measurements are yet to be implemented.
the reports, extracted key improvement suggestions, and refined Future stages will involve applying these metrics to validate
task lists. The LLM provided insights into areas where ontology outputs and testing extended ontologies in real-world
relationships or properties required adjustments and identified applications. This hybrid method combines LLMs and traditional
additional concepts that might have been overlooked. tools, ensuring both efficiency and accuracy in scalable ontology
Step 9: Document and Disseminate. LLMs like ChatGPT or development.
Bard were instrumental in generating comprehensive
documentation, including details on the ontology extensions.
Additionally, LLMs contributed to drafting technical reports and 5 Conclusions
research papers. This study demonstrates how LLMs can streamline ontology
Using this methodology, we successfully extended the IOF engineering by automating the search, analysis, and extension of
Core ontology with Active Learning (AL) concepts. Future domain-specific ontologies. Leveraging multiple LLMs, we
stages of the HumAIne project will focus on further validation successfully identified and extended key ontologies, including
and refinement, particularly during pilot case implementations. OntoDM and IOF Core, for the HumAIne project, improving
efficiency in generating classes, properties, and relationships.
While LLMs significantly enhance the process, they face
4 Discussion
challenges in domain-specific precision and require human
This study highlights LLMs' potential in ontology oversight, particularly for complex relationships. Traditional
engineering by reducing manual effort and increasing efficiency. tools like Protege and ontology reasoners remain critical for
LLMs rapidly identified key ontologies like OntoDM and IOF ensuring logical consistency and validation.
Core and generated structured classes, properties, and Future work will focus on refining these extended ontologies
relationships, reducing the need for manual OWL/RDF code through real-world pilot tests and applying evaluation metrics to
generation and concept mapping. However, LLMs face LLM-generated outputs. This hybrid approach, combining LLM
challenges in domain-specific precision, requiring human automation with traditional validation tools, offers a scalable
oversight to refine outputs and address nuances in specialized solution that balances efficiency with the need for human
fields. While tools like Protege excel at ensuring logical expertise. consistency, LLMs offer dynamic capabilities for generating new
tools like AgreementMaker and COMA are still necessary to This work was supported by the European Commission under the refine and validate LLM-generated mappings. concepts and relationships. Despite these advantages, traditional Acknowledgments
Horizon Europe project HumAIne, Grant Agreement No.
One strategy to mitigate LLM limitations was iterative
101120218.
prompt engineering. We refined prompts for ontology search and
extension tasks through multiple cycles of improvement. These References cycles, with LLMs like GPT-4, involved clarifying questions,
refining queries, and generating more focused outputs. Initial [1] Kommineni, Vamsi Krishna, Birgitta König-Ries and Sheeba Samuel.
“From human experts to machines: An LLM supported approach to
prompt for starting the cycle can be the following: ontology and knowledge graph construction.” ArXiv abs/2403.08345
“Your role is my Prompt Creator. Your goal is to craft the (2024): n. pag. DOI: https://doi.org/10.48550/arXiv.2403.08345
[2] Funk, Maurice, Simon Hosemann, Jean Christoph Jung and Carsten Lutz.
best possible prompt for my needs. The prompt will be used by “Towards Ontology Construction with Language Models.” ArXiv
you, [LLM's name]. I want to write about: [keyword/topic]. abs/2309.09898 (2023): DOI: https://doi.org/10.48550/arXiv.2309.09898
Based on my input, you will now generate 3 sections. a) Revised
On the Brazilian Observatory for Artificial Intelligence
Rafael Meira Silva, Joao Paulo Candia Vieira Joao Pita Costa* Luiz Costa, Alexandre Barbosa
CIAAM, C4AI, Univ. of São Paulo Cristina Godoy Oliveira CETIC, OBIA CIAAM, C4AI, Univ. of São Paulo IRCAI, Quintelligence São Paulo, Brazil São Paulo, Brazil Ljubljana, Slovenia tuca@nic.br candia@usp.br Joao.pitacosta@quintelligence.com São Paulo, Brazil alexandre@nic.br rafael@meirasilva.com.br
cristinagodoy@usp.br
ABSTRACT
Artificial Artificial Intelligence (AI) is rapidly transforming
industries and economies worldwide, with Brazil and South
America emerging as significant players in this global shift. The
fundamental need to monitor the impact of artificial
intelligence (AI) in the verticals for sustainable development,
government engagement, investment and society at large
motivated the Brazilian Artificial Intelligence Observatory
(OBIA). It is also an integral part of the Brazilian Artificial
Intelligence Plan (PBIA), and a former objective of the Brazilian
monitoring the uses of AI in the country. OBIA is part of Axis 5 Figure 1: Screenshot of OBIA showing some results on the Strategy of AI aims to become the leading platform for
preparedness of Brazilian industry to adopt AI workflows.
of the PBIA focused on supporting the regulatory and
governance process of AI. This research paper explores the The objectives of OBIA include compiling, recording, and
current state, challenges, and potential of AI development in providing information related to Artificial Intelligence in Brazil,
the region, examining how technological advancements are enabling analyses of its adoption and its main impacts on
influencing economic growth, societal change, and policy- society. It also has the mission of consolidating and
making across South America, with a particular focus on Brazil disseminating knowledge about the repercussions of this
as a leading hub of innovation. It is also investigating common technology, providing support to guide policies, strategies, and
aspects of the research agendas as with IRCAI’s SDG actions in promoting development and responsible use of AI.
Observatory, particularly in what regards machine learning The observatory gathers Brazilian data on the use and adoption
workflows and approaches complementing traditional and of Artificial Intelligence by different sectors, such as education,
crowdsourced heterogeneous data collection and analysis. business, government, health, and others (see Figure 2).
KEYWORDS data sources for analysis, such as surveys and data sets made The currently available indicators rely mostly on traditional
Artificial Intelligence, Observatory, Survey Data Analysis, Complex Data available for the team. The first product of OBIA is the book
Visualization, Multidisciplinary Collaboration. “Artificial Intelligence in Healthcare - Potentialities, Risks and
1 Perspectives”, published in July 2024. In a second line of action, Introduction it functions as a repository of guiding documents in the area, AI is increasingly shaping the economic landscape and societal originating from all parts of the world. In a third line, it acts as dynamics across Brazil and South America, positioning the an "information exchange point" between AI centers operating region as a growing hub for technological innovation. Despite in Brazil: the IAX. All indicators collected will be public and can challenges such as uneven infrastructure and regulatory be accessed on the OBIA portal [4]. hurdles, Brazil is making significant strides in AI research and The Center for Artificial Intelligence (C4AI) at the University of development, contributing to the regulation and better São Paulo, funded by FAPESP (the public agency for research understanding of the impact of AI in South America. OBIA [5] is funding in the State of São Paulo) and IBM, participates in the answering this need, serving as a platform to support the OBIA through its Humanities area. C4AI will contribute with strategy and other government actions with data on the uses qualitative research in the horizontal axes of "Legislation, and impacts of AI (see Figure 1). Regulation, and Ethical Use" and "AI Governance," while also
conducting studies across various vertical axes to be
Permission to make digital or hard copies of part or all of this work for personal monitored. The research group dedicated to this effort
or classroom use is granted without fee provided that copies are not made or comprises scholars from the fields of law, computer science,
distributed for profit or commercial advantage and that copies bear this notice
and the full citation on the first page. Copyrights for third-party components of electrical engineering, sociology, and political science, allowing
this work must be honored. For all other uses, contact the owner/author(s). for an interdisciplinary analysis of the key topics monitored by
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.sikdd.18
259
OBIA. This interdisciplinary approach will provide a Python and R programming languages, based on the TJSP API,
comprehensive view of the current state of AI development and by Jesus Filho (github.com/jjesusfilho/tjsp). For the Executive
implementation in Brazil. Various reports, articles, and data Power, a script was developed to scrape data from the Data
will be provided to support OBIA in fulfilling its mission. Download section of the Brazilian Transparency Portal
In addition to the participation of professionals from various (portaldatransparencia.gov.br/download-de-dados).
NIC.br departments, the Observatory has a network of external Currently, we are developing an automation tool, based on NLP
partners, including the Center for Management and Strategic techniques, to enhance the qualitative analysis of these court
Studies (CGEE), the São Paulo State System Data Analysis rulings, allowing for more efficient identification and
Foundation (SEADE), C4AI, CIAAM (Center of Artificial categorization of data relevant to AI research. The first
Intelligence and Machine Learning) and others. The following approach for this automation tool is using a NER (Named Entity
will explore how C4AI contributes to OBIA through a Recognition) model, to automate the identification of relevant
complementary approach, focusing on the qualitative analysis entities, including litigants and court judgments. The next step
of decisions by the São Paulo Court of Justice related to AI. would be to apply a classification model, yet to be chosen, to
filter out noise data. The process of constructing the terms for
2. web scraping is a critical step to ensure the relevance and Data and Methodology
accuracy of the data collected for AI research. This process
2.1. Legislation, Regulation, and Ethical Use: A Qualitative begins with the development of a comprehensive list of AI-
Analysis related terms, which is built using multiple authoritative
The research presented in this paper is the base of an action sources. One primary source is the OECD's report "Identifying
contributing to implement the PBIA strategy [7], responsible and Measuring Developments in Artificial Intelligence," which
for monitoring AI regulation and legislation. It has divided its offers a foundation of 226 AI-related terms identified through
research into three main areas: the Executive, the Judiciary, and extensive analysis of scientific articles, open-source systems,
the Legislative branch, combining traditional and modern data and patents. Another source is the ISO/IEC 22989:2022
collection methods. Regarding the Executive branch, standard [3], which provides a framework for AI concepts and
monitoring is being conducted through data scraping of terminologies. These terms are carefully selected, refined, and
government transparency websites based on a curated and translated into Portuguese by experts working within the
continuously updated list of AI-related terms developed by the Brazilian Technical Standards Association (ABNT) to ensure
group. This monitoring aims to understand what AI systems are that only those terms that are highly relevant and specific to AI
being purchased or contracted by public authorities. For the are included. Terms that are too general or contextually
Judiciary, we have been analyzing court decisions from the São irrelevant—such as "transparency," which could result in
Paulo Court of Appeal (TJSP) related to AI, to understand unrelated hits concerning Brazil's Access to Information Law—
judicial interpretations and rulings in the absence of specific AI are excluded to avoid false positives in the scraping process.
legislation [2]. As of the latest data scraping in August 2024, The final list of terms, consisting of 103 terms in both English
more than 13.000 relevant decisions have been identified. and Portuguese, is used to guide the web scraping data
Lastly, in relation to the Legislative Branch, the group is closely collection processes, allowing a focused and efficient retrieval
following the progress of discussions on Bill 2338/2023, which of information that aligns with specific research objectives.
focuses on AI regulation, by participating in public hearings and
issuing technical notes to guide legislators. The goal is to
expand this research to monitor AI-related legislation at the
state and municipal levels, as many municipalities are
legislating on the matter to prepare their cities to assume roles
of “smart cities”.
2.2. Monitoring and exploring the local data Figure 2: Current Dimensions of OBIA’s monitoring topics
To effectively monitor developments in AI, it is essential to
establish a comprehensive list of AI-related terms that can 2.3. How to implement and classify repositories with
guide data collection efforts. This list is derived from multiple reference documents and statistics?
sources, including scientific articles, standards like [3], and As part of the data collection and structuring process for
reports such as OECD's [1]. The monitoring process involves qualitative analysis, we are implementing and classifying
monthly web scraping of court rulings, based on the AI-related repositories containing reference documents and statistics.
terms list, from TJSP (Judiciary Power) and data from the These repositories will focus on key thematic areas, such as
Brazilian Transparency Portal (Executive Power), which occurs "Legislation, Regulation, and Ethical Use" and "AI Governance,"
on the 15th of each month. For the Judiciary Power, the scrapes and will be populated with data from sources like TJSP, the
and data treatment are performed with scripts developed in
260
Transparency Portal, and other relevant databases. By the latter focusing on case-specific factors to draw broader
combining different methods, data retrieval becomes more generalizations. From TJSP’s website, 597 rulings were
efficient and targeted, ensuring the collection of relevant reviewed: "Facial Recognition" (1), "Facial Expression
information. Web scraping supplements this process by Recognition" (1), "Machine Learning" (7), "Artificial
capturing data unavailable through APIs, ensuring Intelligence" (163), "Artificial Intelligence" in English (4),
comprehensive coverage. The data is regularly updated, with "Machine Learning" in Portuguese (3), "Learning Agent" (1),
documents classified by relevance to AI terms, creating a and "Facial Biometrics" (417).
dynamic and organized repository (see Fig 3) described in [6].
Figure 4: Nr. of Decisions per Month from Jan 2018 to Jun 2024.
Figure 3: OBIA’s guiding principles and expected results [6]
2.4. How to establish and maintain cooperation networks?
Establishing and maintaining cooperation networks requires
fostering collaboration among interdisciplinary researchers
from fields such as law, computer science, engineering,
sociology, and political science. These networks are essential
for sharing insights and methodologies related to AI
monitoring. Using APIs and web scraping tools enables access
to current data, supporting continuous knowledge exchange.
Regular workshops, webinars, and joint research projects help
keep participants engaged. Publishing reports, articles, and
datasets strengthens the network and supports OBIAs mission
to monitor AI developments comprehensively.
3 Figure 5: Number of results per AI term. Discussion of initial results
As of June 28, 2024, a total of 13,064 decisions were scraped
from the São Paulo State Court of Justice based on AI-related
terms. Out of 103 terms searched, 45 returned at least one
result. Graph 1 shows the monthly distribution of all results,
while Figure 5 (logarithmic scale) displays the distribution of
results by AI term. Both Portuguese and English terms were
used for scraping. The top 15 terms with the most occurrences
were analyzed over time, and Figure 6 presents the temporal
evolution of these results by publication date. A qualitative
review of 597 decisions from the São Paulo Court of Justice
terms like "Facial Recognition" and "Facial Biometrics," Figure 6: Evolution of results by year for top 15 terms. (TJSP) using a detailed list of AI-related terms, focused on
showing they are often used in various legal contexts, The rulings followed a structured format, and the analysis
sometimes diverging from their technological meanings. included 14 categories, such as case number, appeal type,
Terms like "Facial Expression Recognition" and "Learning judge, district, and the context of term usage. Key findings
Agent" were often interpreted in psychological or social highlighted the use of "Artificial Intelligence" and "Machine
contexts rather than purely technological ones. The analysis Learning" in commercial disputes and credit issues rather than
used analytical, comparative, and monographic methods, with solely technological matters. The rulings analyzed represent
261
decisions, rendered by collegiate bodies composed of multiple study when, e.g., capturing the attention of media on the terms
magistrates. Each ruling follows a structured format: “criminal law” and “AI” in “Brazil” in the past 12 months, where
Description and Qualification, covering aspects such as appeal, 1.4% exhibits discussions on Human Rights, and terms like
case number, judicial district, presiding judge, and parties “democracy” and “discrimination” are within the top 30. When
involved; Summary of the ruling; Report, offering a brief performing sentiment analysis over these results we can see
description of the facts; Majority Opinion; and Dissenting large variations after the summer of 2022 with a
Opinion (if applicable). The analysis was conducted with each predominantly negative sentiment regarding this search topic.
of the 14 subcategories corresponding to columns in a single
row: case number; type of appeal; reporting judge; district;
judicial body; subject matter; judgment date; publication date;
summary; parties; reasoning; final decision; context of term
usage in the full text; and relevant jurisprudence. While the first
nine categories were predefined based on the complete
jurisprudence search, the remaining five were more subjective,
created to enhance the understanding of the rulings' content
and improve data visualization. Significant findings were noted
in cases involving "Artificial Intelligence" and "Machine
Learning," where the terms were often associated with
commercial disputes, service contracts, or credit-related issues
rather than purely technological applications. A recurrent
theme in cases involving "Facial Biometrics" was the legality
and validity of loan contracts signed through biometric
recognition. The majority of decisions upheld the legality of
such contracts, highlighting issues of consent and the technical
reliability of biometric systems [1]. However, inconsistencies in
judicial reasoning were identified, where similar cases had
varying outcomes depending on the presiding judge. Overall, Figure 7: Significance of criminal law and AI in the news.
the analysis highlighted several gaps and challenges in the legal
treatment of AI-related technologies, particularly concerning ACKNOWLEDGMENTS
transparency, fairness, and consumer protection. The study We would like to express our sincere gratitude to the Center for
underlined the need for more consistent legal standards and Artificial Intelligence (C4AI) at the University of São Paulo
better understanding among judges of the technical nuances (USP), supported by FAPESP and IBM, for their invaluable
involved in AI applications to ensure fair and equitable rulings. support to the AI Observatory team. We thank to the CIAAM for
their continued collaboration and contributions to this
4 Conclusions and further work research. We thank the support of the European Commission
The qualitative research findings from the analysis of court project ELIAS - Lighthouse of AI for Sustainability (10080425).
decisions related to AI reveal several key conclusions. AI- REFERENCES related terms such as "Facial Recognition," "Voice Recognition,"
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meanings, intersecting with areas like consumer protection, Belotti, Isabella Ferreira Lopes, Rodrigo Brandão de A. Silva, Glauco Arbix.
contract law, and fraud. The inconsistency in judicial reasoning Horizonte, Brazil, September 25 Intelligent Systems: 12th Brazilian Conference, BRACIS 2023, Belo –29, 2023, Proceedings, Part I, pp 18 – 32.
and varying outcomes in similar cases highlight the need for [3] ISO (2022) Information technology — Artificial intelligence — Artificial intelligence concepts and terminology. ISO/IEC 22989:2022. [Online]. clearer legal frameworks and a deeper understanding of AI's Available: https://www.iso.org/standard/74296.html/ [27 8 2024]
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[5] MCTI (2021). Brazilian Strategy of Artificial Intelligence. [Online]. Available:
extract key arguments from judicial decisions, providing ebia-documento_referencia_4-979_2021.pdf (www.gov.br) [07 9 2024]
deeper insights into the legal discourse on AI. This will enhance [6] MCTI (2023). OBIA: Observatório Brasileiro de Inteligência Artificial,.
the robustness of future research on AI regulation and its Available: https://www.gov.br/mcti/pt-br/acompanhe-o-
mcti/transformacaodigital/arquivosinteligenciaartificial/1_ebia-reuniao-
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Pojavljanje incidentov ob uporabi Umetne Inteligence
Marko Grobelnik Besher M. Massri Alenka Guček Dunja Mladenić
Department for Artificial Department for Artificial Department for Artificial Department for Artificial
Intelligence, Intelligence, Intelligence, Intelligence,
Jozef Stefan Institute Jozef Stefan Institute Jozef Stefan Institute Jozef Stefan Institute
Ljubljana Slovenia Ljubljana Slovenia Ljubljana Slovenia Ljubljana Slovenia
marko.grobelnik@ijs.si m.besher.massri@gmail.com alenka.gucek@ijs.si dunja.mladenic@ijs.si
Povzetek takšne incidente preprečujejo ali vsaj zmanjšujejo. Predstavljeni
sistem deluje kot orodje, ki pomaga uporabniku, ki si prizadeva v
Prispevek predstavi prve rezultate ob uporabi sistema, ki je bil em času slediti dejanskim incidentom, povezanim z umetno
realn
zasnovan in razvit v sodelovanju z OECD za spremljanje
incidentov, povezanih z umetno inteligenco. Glavna motivacija teh inteligenco, ter zagotavljati dokazno osnovo za oblikovanje okvira
prizadevanj je podpora zakonodaji, povezani z umetno inteligenco, poročanja o incidentih in povezanih političnih razpravah o UI. Z
in učinkovitemu oblikovanju politik, saj sistem zagotavlja vpoglede zbiranjem podrobnih vpogledov v vsak incident omogoča učenje iz
na podlagi zbranih podatkov. OECD AI Incidents Monitor za preteklih napak ter spodbuja varnejši in bolj odgovoren razvoj ter
spremljanje incidentov, povezanih z umetno inteligenco, uporabo umetne inteligence. Koristi skupnosti, ki se ukvarja z
dokumentira incidente in nevarnosti v zvezi z umetno inteligenco, umetno inteligenco, saj izpostavlja trende in področja, ki
da bi oblikovalcem politik, strokovnjakom za umetno inteligenco potrebujejo pozornost ali regulativni poseg. in vsem zainteresiranim stranem po vsem svetu pomagal pridobiti
dragocen vpogled v tveganja in škodo, ki jo povzročajo sistemi Prednost sistema je, da je zbiranje podatkov avtomatizirano,
umetne inteligence. Ideja je, da bo sistem sčasoma pomagal kar je prednost v primerjavi s podobnimi repozitoriji, ki so
povečati ozaveščen urednikovani ročno, kot je na primer AIAAIC Repository [2]. ost javnosti in vzpostaviti skupno razumevanje
incidentov in nevarnosti umetne inteligence, in tako prispeval k Repozitorij je prosto dostopen in namenjen tako oblikovalcem
zaupanja vredni umetni inteligenci. politik, kot razvijalcem UI, raziskovalcem, pravnikom in javnim
organizacijam.
Ključne besede V nadaljevanju predstavimo metodologijo za spremljanje
umetna inteligenca, analiza podatkov, oblikovanje politik,incidenti incidentov, prikažemo delovanje sistema na nekaj realnih primerih,
Abstract predstavimo deležnike in nekaj zaključkov.
This paper presents a system designed and developed in
collaboration with OECD for monitoring of AI-related incidents. 2 Metodologija
The main motivation behind the efforts is in supporting AI-related Metodologija OECD za spremljanje AI incidentov se osredotoča na
legislation and effective policymaking, as the system provides identifikacijo in klasifikacijo incidentov, s čimer zagotavlja
evidence based on the collected data. The OECD AI Incidents vpogled v realno dogajanje in podpira razvoj okvira za poročanje o
Monitor documents AI incidents and hazards to help policymakers, incidentih. Začetna točka je identifikacija in klasifikacija
insights into the risks and harms of AI systems. The idea is that over i AI practitioners, and all stakeholders worldwide gain valuable ncidentov, ki so poročani v uglednih mednarodnih medijih, s
time the system will help to raise awareness and establish a pomočjo modelov strojnega učenja, kar omogoča gradnjo
collective understanding of AI incidents and hazards contributing zanesljive baze podatkov (incidenti so zajeti od 2014 naprej).
to trustworthy AI. Kljub prizadevanjem, ti incidenti predstavljajo le
podmnožico vseh globalnih AI incidentov. Incidenti so razvrščeni
Keywords glede na resnost, industrijo, povezane AI principe (OECD AI
Artificial Intelligence, data analysis, policy making, AI incidents Principles [3]), vrste škode in prizadete deležnike. Analiza temelji
na naslovih, povzetkih in prvih odstavkih novinarskih člankov, pri
čemer se pridobljeni podatki uporabljajo za izgradnjo zanesljive,
1 Uvod objektivne in kakovostne baze podatkov o incidentih, povezanih z
AI. Kot vir novic služi sistem Event Registry [4].
Ob vse širši uporabi umetne inteligence (UI) prihaja tudi do
incidentov ob njeni uporabi. Spremljanje teh incidentov je nujno za Razvoj sistema, h kateremu smo prispevali, nadgrajuje delo
zagotavljanje preglednosti, nadzora in razvoj politik, ki lahko mednarodne skupine strokovnjakov (OECD Expert group), ki
razvija teoretično ogrodje za poročanje o incidentih, definira pojem
∗Article Title Footnote needs to be captured as Title Note AI incidenta in oblikuje povezano terminologijo, kot je AI
†Author Footnote to be captured as Author Note
nevarnosti in njene potencialne posledice. Podrobna metodologija
Permission to make digital or hard copies of part or all of this work for personal or in definicije so razložene na spletni strani OECD: classroom use is granted without fee provided that copies are not made or distributed
for profit or commercial advantage and that copies bear this notice and the full https://oecd.ai/en/incidents-methodology.
citation on the first page. Copyrights for third-party components of this work must
be honored. For all other uses, contact the owner/author(s).
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.sikdd.26
263
Slika 1 https://oecd.ai/en/incidents) prikazuje vmesnik za iskanje po Prikaz začetne strani OECD monitorja AI incidentov (
konceptih, vizualizacijo incidentov v času (spodaj levo; y os: število incidentov; x os: čas (2014-danes) in statistični povzetek (spodaj
incidentov glede na izbrano področje (12 883 incidenti in
3 AI Incidents Monitor nevarnosti o katerih je poročalo 70612 novičarskih člankov),
statistiko za zadnji mesec in mesece z največjimi vrednostmi
AI Incidents Monitor je do konca avgusta 2024 zaznal preko 12 000 (februar 2024). Iz statistik o spremembi glede na mesec, na
incidentov in nevarnosti v zvezi z UI, Kot je razvidno iz Slike 1. in na leto, vidimo padec števila incidentov in nevarnosti o četrtletje
Sistem je popolnoma avtomatski in zaznava incidente s katerih so mediji poročali v zadnjem mesecu glede na prejšnji
skeniranjem številnih podatkov objavljenih v novicah, ter nato s mesec oz. prejšnje četrtletje. pomočjo UI določa kaj se označi kot incident ali nevarnost. Na
incidentov v času (levo) in pripadajoča statistika (desno). Sistem omogoča napredno filtriranje po incidentih UI za sledeče Uporabnik lahko izbira med absolutnim prikazom incidentov (kot kategorije: čas, država, industrija, princip UI, resnost, tip škode, naslovni strani (Slika 1) je prikazan črtni diagram naraščanja 3.1 Primer analize pojavitve incidentov UI na Sliki 1) ali v ustreznem meniju izbere pod-področja. Če se
poglobimo v prikaz na Sliki 1, vidimo z
različnimi barvami oškodovanci, tip iskanja po vsebini (glej Sliko 1). Tako so na
označeni kumulativni incidenti (vijolična) oz. njihovo trimesečno primer možne vrednosti za resnost: smrt, poškodba, nevarnost, ne-
povprečje (modra). St
atistika na desni prikazuje absolutno število fizična nevarnost, možni tipi škode pa so: fizična, psihološka,
ekonomska, ugled, javni interes, človekove pravice, neznana.
264
Sistem omogoča napredno iskanje po konceptih, recimo za njihovih pravnih posledic lahko usmerja razvoj robustnih okvirov
primer generativne UI, s e, ki kažejo 2302 upravljanja AI. istem poroča statistik
incidenta in nevarnosti, en od primerov incidentov, ki jih je sistem Nazadnje lahko javne organizacije in zagovorniške skupine
zaznal pa se nanaša na Apple in razvoj »AI personality«, ki naj bi uporabljajo AIM za spremljanje družbenih vplivov umetne
nadomestil obstoječi Applov Siri. inteligence, s čimer zagotavljajo, da so interesi javnosti zaščiteni.
Poleg konceptov uporabnik lahko nadalje izbere tudi To lahko vključuje analizo vzorcev incidentov z umetno
napredno iskanje za natančnejšo identifikacijo želene podskupine inteligenco za zagovarjanje boljše zaščite potrošnikov in etičnih
incidentov, ki ga zanimajo. Tako lahko recimo izbere državo, ki je standardov pri uvajanju AI.
povezana s poročanjem o incidentih in nevarnostih UI. Na Sliki 2
je tako prikazan primer iskanja po kategoriji države, za Slovenijo.
Sistem najde dva incidenta, ki sta bila povezana s Slovenijo. Prvi 5 Diskusija
incident se nanaša na Microsoftov povečan prispevek k emisiji V prispevku smo predstavili OECD-jev monitor incidentov umetne
CO2. inteligence, pri razvoju katerega smo sodelovali. Sistem služi kot Na prvi pogled ni očitna povezava s Slovenijo, ko pa
pogledamo povezane novice naletimo na omembo Slovenije: dober vir za širok nabor uporabnikov, ki želijo razumeti in
»…But the tech giant’s electricity consumption last year rivaled upravljati tveganja, povezana s tehnologijami UI. Sistem se
that of a small European country—beating Slovenia easily.« [6]. nadgrajuje z dodatnimi podatkovnimi viri.
Vsak primer je tudi semantično označen. Tako je na Sliki 2 za prvi V prihodnosti je predvideno, da bo omogočen odprt postopek
primer označena povezanost s principi UI učinkovitost, trajnostni oddaje podatkov, ki bo dopolnil informacije o incidentih,
razvoj. kov: splošno pridobljene iz trenutnih virov. Nadaljnje delo zajema tudi Microsoft s tem lahko prizadene več deležni
javnost, podjetja, delavce, vlade (Affected Stakeholders, Slika 2). avtomatsko analizo podatkov o incidentih za namen bolj celovitega
Poleg tega predstavlja nevarnost za okolje, javne interese in vpogleda. To vključuje avtomatsko odkrivanja vzorcev, kot so
človekove pravice (Harm type, Slika 2). Klasificirano je kot ne- verižne reakcije ali učinki na več industrij hkrati. Za potrebe
fizična nevarnost (Severity, Slika 2). preverjanja resničnosti poročanih incidentov, bi lahko vključili
Iz podrob nih analiz, ki so zbrane v nedavnem poročilu kombiniranje informacij iz več neodvisnih virov in uporabljal
»Observatory of the social and ethical impact of artificial algoritme za odkrivanje lažnih novic, kot tudi ročno preverjanje.
intelligence« [5] , je razvidno, da večina incidentov (96%) spada
pod kategorijo ne-fizično nevarnih, a imajo lahko zelo resne
psihološke in finančne posledice, vključujoč nadlegovanja, Zahvala
odvisnosti in škodo ugledu tako posameznikom kot tudi Delo, opisano v tem prispevku, so podprli OECD in številni
inštitucijam. mednarodni eksperti, Ministrstvo za digitalno preobrazbo in Javna
agencija za raziskovalno dejavnost Republike Slovenije v okviru
CRP V2-2272 in V5-2264.
4 Deležniki
Acknolwedgements
OECD-jev monitor incidentov AI (AIM) je dragoceno orodje,
zasnovano za različne deležnike, ki sodelujejo pri razvoju, The described work was supported by OECD and many os its
regulaciji in uporabi umetne inteligence. Potencialni uporabniki international experts, Slovenian Ministry of Digital Transformation
tega orodja vključujejo oblikovalce politik, razvijalce AI, and Slovenian Research and Innovation Agency under CRP V2-
raziskovalce, pravne strokovnjake in javne organizacije.
2272 and V5-2264.
Oblikovalci politik lahko AIM uporabljajo za sledenje in
analizo podatkov v realnem času o incidentih, povezanih z AI, po
vsem svetu, kar jim pomaga pri oblikovanju informiranih in na Literatura
dokazih temelječih predpisov. Zmožnost orodja za kategorizacijo [1] OECD AI Incidents Monitor (AIM), https://oecd.ai/en/incidents. August
incidentov glede na resnost, industrijo in vrste škode je ključna za 2024
razumevanje širših posledic tehnologij umetne inteligence in [2] AIAAIC Repositoryhttps://www.aiaaic.org/aiaaic-repository. August 2024
oblikovanje politik, ki zmanjšujejo tveganja. August 2024 [3] OECD AI Principles for trustworthy AI https://oecd.ai/en/ai-principles
Razvijalci AI in raziskovalci lahko koristijo AIM, da [4] Gregor Leban, Blaz Fortuna, Janez Brank, and Marko Grobelnik.
prepoznajo pogoste težave, povezane s sistemi umetne inteligence. 2014. Event registry: learning about world events from news. In
S preučevanjem incidentov, zabeleženih v AIM, lahko izbo Proceedings of the 23rd International Conference on World Wide Web, ljšajo 107–110. svoje modele, da bi se izognili podobnim težavam in povečali [5] Richard Benjamins, Another Inconvenient Truth: The Societal
varnost ter zanesljivost aplikacij umetne inteligence. Emergency of AI Incidents - We Should Do Something About It
Pravni strokovnjaki lahko uporabljajo AIM za pridobitev https://www.odiseia.org/post/another-inconvenient-truth-the-societal-emergency-of-
vpogledov v spreminjajočo se pokrajino tveganj, povezanih z ai-incidents-we-should-do-something-about-it
[6] Microsoft’s AI Push Imperils Climate Goal as Carbon Emissions Jump
umetno inteligenco, kar bi lahko bilo koristno v pravnih primerih 30% https://tanaka-preciousmetals.com/en/elements/news-cred-20240821/
ali ocenah skladnosti. Razumevanje preteklih incidentov in
265
Slika 2 Prikaz naprednega iskanja na OECD monitorju AI incidentov (https://oecd.ai/en/incidents) filtrirano po državi za Slovenijo.
Podane so statistike dveh incidentov o katerih je poročalo 25 novičarskih člankov, in spodaj sta prikazana oba incidenta.
266
Perception of AI in Slovenia
Abdul Sittar Alenka Guček Dunja Mladenić
abdul.sittar@ijs.si alenka.gucek@ijs.si dunja.mladenic@ijs.si
Jožef Stefan Institute Jožef Stefan Institute Jožef Stefan Institute and Jožef
Jamova cesta 39 Jamova cesta 39 Stefan Postgraduate School
Ljubljana, Slovenia Ljubljana, Slovenia Jamova cesta 39
Ljubljana, Slovenia
Abstract Following are the main scientific contributions of this paper:
This paper introduces the AI News Monitor system developed (1) We present a methodology to understand public perception
for real-time monitoring and analysis of artificial intelligence about AI in news.
(AI) perception in global and local news media. Leveraging data (2) We analyse some trends in AI’s Perception.
from the Event Registry platform, the AI News Monitor tracks The remainder of the paper is structured as follows. Section 2
AI-related news articles across multiple dimensions, providing describes the methodology to collect historical data, AI news
insights through three key views: a global historical overview, categories and gaining insights in public perception about AI in
current global trends, and local trends specific to Slovenian media. news. Section 3 presents the analysis of trends in AI’s Perception.
The system facilitates both passive observation of AI discourse We present different user scenarios and possible applications
and active exploration of specific AI-related events. Our illustra- of AI News Monitoring in Section 4 and discussion in Section
tive analysis reveals significant global trends, including height- 5. Section 6 concludes the paper and outlines possible areas of
ened media focus on deep learning, generative AI, and robotics, future work.
and examines the implications of these trends on public trust in Plotly Graphs
AI. Additionally, the paper discusses the practical applications BERT Topic Modeling Global Overview of the AI News Monitor for stakeholders such as policymakers, Global Trends Front End requests Back End Database
journalists, business leaders, and researchers. We conclude with a Local Trends
discussion on the impact of media coverage on public perception requests
of AI and propose possible future enhancements of the system,
including broader language and source coverage. Users
Keywords Figure 1: Architecture for Real-Time AI News Monitor-
datasets, artificial intelligence, media monitoring, perception ing and Visualization based on Event Registry and imple-
mented using Flask and Plotly.
1 Introduction
Artificial Intelligence (AI) is increasingly becoming an integral
part of society, influencing various aspects of daily life and in- 2 Methodology
dustries [4]. As AI continues to evolve, so does its portrayal in
tion and trust. Understanding how AI is perceived globally and lic perception involves two key steps: 1) identifying AI-related categories and gathering news within these categories, and 2) the media, which plays a critical role in shaping public percep- The proposed approach to creating a web service to analyze pub-
ways that are socially acceptable and trustworthy [3, 4]. egories, news publishers, and highlights current trends among both global and local (Slovenian) news sources (see Figure 1). In response to this need, we have developed the AI News Mon- Firstly, we selected AI-related categories based on the Slovenian itor system designed for real-time monitoring and exploratory to ensure that AI technologies are developed and deployed in developing a web service that displays trends across these cat- locally is essential for policymakers, businesses, and researchers
analysis of AI-related news coverage. The AI News Monitor of- AI observatory1 2 and Wikipedia. The key categories associated
The AI News Monitor system is structured around three main fers a comprehensive view of how AI is discussed in the media, with Artificial Intelligence include ‘Generative AI’, ‘Artificial In- telligence’, ‘NLP’, ‘Chat-GPT’, ‘Deep Learning’, ‘Robotics’, ‘Com- capturing data from the Event Registry platform on a monthly puter Vision’, ‘Neural Networks’, ‘Graph Neural Networks’, ‘Self- basis [7]. supervised Learning’, and ‘Zero-shot Learning’. Next, we collected news articles from the last year related to views: a global overview that presents historical data from the these categories. These articles were classified into the appropri- past year, global trends that highlight recent AI-related events, ate categories based on Wikipedia concepts, and we also obtained and local trends focusing on mentions of AI by Slovenian news sentiment data from Event Registry. The portrayal of AI-related sources. These views allow the users to either passively monitor news significantly impacts public perception, with the emphasis ongoing developments in AI or actively explore specific events on risks, benefits, or ethical concerns shaping public opinion and and trends that may influence public opinion. driving narratives that can either build trust or instill fear[8],[12],
Permission to make digital or hard copies of all or part of this work for personal [1].
or classroom use is granted without fee provided that copies are not made or To understand global trends, we retrieved news events published
distributed for profit or commercial advantage and that copies bear this notice and
the full citation on the first page. Copyrights for third-party components of this globally in the last month. For local trends, we focused on news
work must be honored. For all other uses, contact the owner/author(s).
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia 1 http://siai.ijs.si/dashboards/Main/SlovenianObservatoryIntro?globalCountry=SV
© 2024 Copyright held by the owner/author(s). N
https://doi.org/10.70314/is.2024.sikdd.14 2http://country-dashboards.ijs.si/dashboards/Main/Index?
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Trovato et al.
Figure 2: Time series of the number of news articles by specific areas (in colors, at the top). Detailed view upon precise
exploration (middle) and corresponding sentiment of news from specific areas (at the bottom).
articles published by the top 50 Slovenian news publishers.
Finally, we employed topic models to analyze the corpus of news
articles and extract underlying themes [9], [2].
3 Analysis of trends of AI’s Perception
3.1 Global Overview
The global overview provides a historical review of global AI-
related news (see Figure 2). Users can explore the number of news
articles across 13 AI fields (Generative AI, Chat-GPT, Deep Learn-
ing, Robotics, Computer Vision, Neural Networks, Graph Neural
Networks, Artificial Intelligence, Federated Learning, Few-shot
Learning, Meta Learning, Self-supervised Learning, and Zero-
shot Learning) or by news providers and have an overview of
the sentiment of the news.
Global trends allow for the review and exploration of global AI- Figure 3: A detailed view of Global Trends, showing the
related trends based on captured events from the last month. option to select news events based on chosen AI fields.
Figure 3 shows a detailed view of the Global Trends, where a
written report of the number of news articles and events, a his-
togram of the number of AI-related news articles over time, and 3.3.1 Global Overview. In the historical overview of AI trends in
the ability to explore the last 10 events in a selected field. March 2024 (Figure 2), there was a significant increase in the num-
ber of news articles and interest in deep learning, generative AI,
and robotics. Specifically, on March 18th, there were 1,800 news
articles about generative AI, 970 about robotics, and 274 about
3.2 Local Trends deep learning. This spike in news highlights several key events:
Local trends allow for the review of news from Slovenian news one of the standout stories was the launch of Gen-2 by Runway,
providers for the last month. The local trends show the detailed a generative video model capable of creating high-quality short
view, where a written report of the number of news articles and clips. An important topic was the use of AI in political campaigns,
events, a histogram of the number of AI-related news articles particularly the creation of deepfakes and misinformation. This
over time, and the ability to explore (see Figure 4). raised concerns about AI’s impact on elections and voter trust. In
the field of robotics, researchers were inspired by advancements
in generative AI to develop more versatile robots. These new
3.3 EXAMPLES OF TRENDS robots can perform various tasks using a single, comprehensive
Perception of AI in Slovenia Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
model, demonstrating significant progress in robotic capabili- News Monitor can support their specific goals. Other potential
ties. Overall, the sentiment in March 2024 was positive (as seen stakeholders are business executives, NGOs, researchers and ed-
from the sentiment analysis), reflecting enthusiasm and optimism ucators.
regarding this technological progress. The increased media atten- Policy Makers: Scenario: A policymaker uses AI News Monitor
tion highlights the rapid development and growing importance to track trends in robotics.
of AI in various fields. Background: Jure, a decision-maker at a government agency for
technology and innovation, is tasked with drafting new guide-
lines for the development and implementation of robotics in
Slovenia. To understand the broader context and local trends, he
needs to explore the global perception of robotics and compare
it with local perspectives.
Steps: Step 1: Searching for a Global Overview: Jure logs into
AI News Monitor and searches for "robotics" under the global
overview section. The system displays a line chart showing how
robotics has been mentioned over time, along with a sentiment
graph for the past year. He finds that robotics is globally discussed
with mostly positive sentiment, particularly in Asia and North
America. Step 2: Global Trends: Jure selects "robotics" among the
topics and reviews recent events on this subject. He chooses an
event focusing on robotics in the EU and examines the sentiment
of the publications and the main themes. In his browser, he looks
at the specific articles and discovers that discussions predomi-
Figure 4: A detailed view of Local Trends, showing the nantly revolve around automation and industrial robotics. Step
option to select news events based on chosen AI fields. 3: Local Trends in Slovenia: Next, Jure is interested in a review
for Slovenia to understand how robotics is perceived at the local
selected the news story "AI and heat waves pose dual threats to of recent articles from Slovenian media. By using the browser, he discovers that discussions mainly focus on the impact of robotics 3.3.2 level. The dashboard for the selected topic displays an analysis Global Trends. In our examination of global trends, we
these articles, as shown in the middle graph (Figure 4), fluctuates Jure finds that local concerns are more focused on social and economic impacts. He includes these insights in his preparatory between positive and neutral. Upon delving into the content of documents for the new guidelines. Step 4: Compiling the Report these publications, we found that Forbes focused on the issue of more articles on this topic compared to others. The sentiment of on employment and the potential use of robots in healthcare. the power grid" and found that two specific newspapers published
applications in various fields. sentiment graphs and media summaries, from AI News Monitor. He compiles a report that summarizes global trends and local fake news generated by AI, while Lexology explored future AI and Recommendations: Finally, Jure exports key data, including
3.3.3 Local Trends. In the last month (at the time of writing the concerns and proposes balanced guidelines that promote innova-
report, this was June 2024), there was an increase in AI-related tion in robotics while addressing social impacts.
news from Slovenian news providers, particularly from Delo.si Journalists: Scenario: A policymaker uses AI News Monitor to
and Sta.si (Figure 5). When analyzing the sentiment of these arti- track trends in robotics.
cles, most were neutral, with a few expressing positive opinions Background: Ana, a journalist at a technology magazine, is tasked
about AI. Delo.si focused on the growing adoption of AI by com- with writing an article on the growing trend of using genera-
panies in Slovenia, highlighting discussions on the potential of tive AI to create videos. She needs to explore both global trends
quantum computing and recent advancements in AI technology. and local perspectives in Slovenia to provide a comprehensive
This coverage indicates a balanced view of AI’s impact and po- overview.
tential. Sta.si reported on the construction of a state-of-the-art Steps: Step 1: Searching for a Global Overview: Ana searches for
data center in Maribor, which will also house a supercomputer. "generative AI" under the global overview section. The system
This event represents a major development in Slovenia’s techno- displays a line chart showing that this topic is on the rise, identi-
logical infrastructure. Additionally, Sta.si wrote about AI trends fies the media outlets reporting on generative AI, and provides
that benefit semiconductor manufacturers, reflecting a positive a sentiment graph for the past year. Step 2: Global Trends: Ana
outlook on the economic impact. selects "generative AI" and reviews recent events on this topic.
She focuses on deepfake video generation, checking who has
written about it and what the main themes are. She then looks
4 User Scenarios and Applications up these articles in her browser. Step 3: Local Trends in Slovenia:
The AI News Monitor can cater to a range of stakeholders with Ana shifts her focus to Slovenia to understand local views. The
varying use case objectives [10], [6], [5]. Policy makers can utilize dashboard reveals that Slovenian media coverage is largely posi-
the developed system to track global and local trends in AI-related tive, particularly for certain providers. However, Ana realizes the
topics, enabling them to craft data-driven policies that balance need to include concerns about authenticity and misinformation
innovation with societal concerns. Journalists can leverage the to provide a balanced perspective. Step 4: Compiling and Writing:
system to gather comprehensive insights into public sentiment Ana exports key data, including sentiment graphs and media
and media coverage, enriching their reporting with accurate and summaries, from AI News Monitor. She drafts her article, start-
timely information [11]. Detailed scenarios for both policy mak- ing with global trends and then delving into specific concerns in
ers and journalists are explained below, illustrating how the AI Slovenia, enriched with visual data.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Trovato et al.
Figure 5: Time series of the number of news articles by news provider in Slovenia (at the top). Sentiment analysis (in the
middle) and frequency of topics for this period (at the bottom).
5 Discussion of Digital Transformation and Slovenian Research and Innovation
Services like AI News Monitor can play a role in fostering greater Agency under CRP V2-2272.
transparency around AI by offering detailed insights into how AI
public sentiment and highlighting both positive and negative [1] Iyad AlAgha. 2021. Topic modeling and sentiment analysis of twitter dis- cussions on covid-19 from spatial and temporal perspectives. Journal of trends, it helps to ensure that the development and deployment Information Science Theory and Practice , 9, 1, 35–53. is being discussed across various media platforms. By tracking References
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such as its reliance on media reporting, which may not capture ining public responses to ai. In Proceedings of the 2019 AAAI/ACM Conference on AI, Ethics, and Society , 331–337. the full spectrum of public opinion. Additionally, potential biases [4] Ethan Fast and Eric Horvitz. 2017. Long-term trends in the public perception in media sources or the algorithms used for sentiment analysis of artificial intelligence. In Proceedings of the AAAI conference on artificial number 1. Vol. 31. could skew the results, presenting challenges in ensuring a fully intelligence [5] Fabian Gilson, Matthias Galster, and François Georis. 2020. Generating use accurate and balanced representation of public perception. case scenarios from user stories. In Proceedings of the international conference
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6 Conclusions (APSEC’07) use case scenarios. In 14th Asia-Pacific Software Engineering Conference
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7 Acknowledgments information cascading and propagation barriers across distinctive news
This work was supported by the European Union through AI4Gov events. Journal of Intelligent Information Systems, 58, 1, 119–152.
(101094905) and TWON (101095095) EU HE projects and Ministry
What will happen tomorrow? Predicting future event types for
businesses
Tesia Šker Jože M. Rožanec
Jožef Stefan Institute Jožef Stefan International Postgraduate School
Ljubljana, Slovenia Ljubljana, Slovenia
tesia.sker@gmail.com joze.rozanec@ijs.si
Gregor Leban Dunja Mladenić
Event Registry d.o.o. Jožef Stefan Institute
Ljubljana, Slovenia Ljubljana, Slovenia
gregor@eventregistry.org dunja.mladenic@ijs.si
ABSTRACT location prediction, semantics prediction, and a combination of
Strategic foresight helps organizations anticipate future chal- these. Each goal is divided into subgoals for which various tech-
lenges and opportunities, allowing them to handle uncertainty niques can be applied. According to the classification provided
better. While strategic foresight is becoming more widely adopted by Zhao, our technique can be classified as a semantic prediction.
across organizations, the process still heavily relies on expert In this research, we explore how graphs can be used to model
knowledge, and little of it has been automated through artificial media news events and to forecast event types in the near future.
intelligence. In this research, we explore how media news events By doing so, we provide a valuable tool for decision-makers,
can be analyzed to forecast event types that will take place in offering them a clearer view of potential outcomes. Specifically,
the near future. In particular, we consider it a supervised ma- our research focuses on using a JSON dataset containing a variety
chine learning problem with a well-defined set of event types and of articles about a particular business company. We create a
leverage graph representation of the media news events to create graph representation of the articles and use Graph2Vec to create
graph embeddings, train a classifier, and predict event types that embeddings that can be used downstream to fit other machine-
will likely occur one day ahead. We validated our approach on a learning models. Using this information, we apply a Random
real-world dataset of an American multinational conglomerate Forest Classifier to predict the categories of articles about the
operating in industry, worker safety, healthcare, and consumer company for the following day.
goods. In particular, we expect this to be useful to give organizations
a competitive advantage in fast-changing markets [5]. While
KEYWORDS human expertise is valuable, it varies from person to person,
strategic foresight, event prediction, machine learning, graphs leading to inconsistent predictions. Manually analyzing large datasets is also time-consuming and prone to errors. AI, however,
1 can process vast amounts of data, spot patterns, and predict future INTRODUCTION event types more accurately. Strategic foresight helps organizations anticipate future chal- This work is structured as follows. Section 2 presents related lenges and opportunities, allowing them to handle uncertainty work that is relevant for this paper. Section 3 describes the data in better [9]. Therefore, predicting future event types as a part of the dataset, and the data extraction process. Section 4 introduces strategic foresight became necessary for businesses to manage a new approach to predict future event types. Section 5 presents their operations without significant losses. Various events on the results of this research. Section 6 concludes this work and a major scale, such as floods, earthquakes, internet failures, or proposes future improvements. pandemics, as we are witnessing recently, or on a minor scale,
such as road closures due to sports events or promotions at fairs,
can have a major impact on business operations. By predicting
the next event type, businesses can adjust prices, reschedule 2 RELATED WORK
staff, manage stocks, reschedule transportation routes to avoid In recent decades there has been an increasing interest in strategic
delays, and more, and thus reduce losses or increase their sales foresight in the academic field. According to Fergnani (2020)
and profits. [2] this is because by "using corporate foresight, organisations
There is currently a massive number of articles written on Fu- can reconfigure their strategy based on the analysis of business
ture Event Predictions. Based on Zhao [11], the event prediction opportunities suggested by future possibilities". Even in academia
methods can be classified in terms of goals into time prediction, "one of the domains heavily impacted by Artificial Intelligence is
innovation management and in this context especially the area
Jože M. Rožanec and Tesia Šker are co-first authors with equal contribution and of Strategic Foresight (SF)" as per Brandtner et. al (2021) [1]. importance. However it seems that strategic foresight methods related to Corresponding author: Jože M. Rožanec: joze.rozanec@ijs.si. AI only end up being used by bigger companies with a larger
work must be honored. For all other uses, contact the owner/author(s). Permission to make digital or hard copies of part or all of this work for personal number of resources. As noted by Kim and Seo (2023) [6], "except or classroom use is granted without fee provided that copies are not made or for AI start-ups and players in the consumer electronics and infor- distributed for profit or commercial advantage and that copies bear this notice and mation and communication industry, small- and medium-sized the full citation on the first page. Copyrights for third-party components of this enterprises (hereafter SMEs) in other industries do not demon- Information Society 2024, 7–11 October 2023, Ljubljana, Slovenia strate competence in AI." Therefore, effective implementation of © 2023 Copyright held by the owner/author(s). AI solutions for strategic foresight in smaller and medium sized https://doi.org/https://doi.org/10.70314/is.2024.sikdd.24
Information Society 2024, 7–11 October 2023, Ljubljana, Slovenia Tesia Šker, Jože M. Rožanec, Gregor Leban, and Dunja Mladenić
companies would be one of the topics to be explored in future
research.
In this research however, we focus more on the general imple-
mentation of strategic foresight by means of next event predic-
tion. Exploring similar fields, we found that there was already Figure 1: Sample of relevant data considered when parsing some research exploring the field of event predictions, which an event type to build the dataset. rather than focusing on businesses focused on other domains. In
the field of sequential event prediction, several researchers are
exploring diverse methods. Although the methods share some
conceptual similarities with our research, they differ significantly
in methodology and focus. Letham, Rudin, and Madigan (2013)
[7] developed a model that predicts the next event using an
ERM-based approach with logistic regression, focusing on the
presence of events rather than their order. On the other hand, our
work uses labeled article databases and considers the sequence
of past events, using techniques like graph construction, random
walks, and random forests. Yeon, Kim, and Jang (2015) [10] focus
on predicting event flow through visual analytics, using LDA
for topic extraction and emphasizing specific keywords, while
our approach is entirely text-based and relies on graphs. On the
other hand, Hu et al. (2017) [4] use LSTM networks for predict-
ing future subevents, which offers an alternative method to our
non-LSTM-based text analysis.
Although these studies provide useful insights and have of-
fered significant improvement in sequential event prediction,
they may face certain challenges. For instance, Letham, Rudin,
and Madigan (2013) [7] emphasize event presence over sequence,
potentially missing key temporal relationships, while Yeon, Kim,
and Jang (2015) [10] depend heavily on keywords, overlooking Figure 2: Event Type Taxonomy broader context. Additionally, LSTM-based models like those
used by Hu et al. (2017) [4] are powerful however they require
significant computational power. In contrast, our work addresses 3.2 Data Description these limitations by employing a graph-based approach that pri-For our research, we used a dataset of events provided by Event oritizes event sequences and leverages standardized data from Registry, with media events encoded in JSON format. Specifically, sources like DMOZ and Wikipedia. This enables us to make more we analyzed 4,216 events related to the company 3M, recorded accurate and efficient predictions, offering a practical and scalable between June 23, 2021, and July 23, 2024. We used a URI to clas-solution that enhances predictive accuracy. sify each event, drawing from DMOZ and Wikipedia categories
(Fig. 1). These were selected because they provide standardized
descriptions of the events being reported, which makes the data
consistent and reliable. The events are categorized into 94 distinct
types, which are further grouped into three primary domains:
3 DATASET business, environment, and society. The business domain makes
3.1 Data Extraction Pipeline up the largest proportion of events, accounting for 65 types (69%
The event detection pipeline processes about 300.000 English of the total), while the environment and society domains contain
news articles per day. Each news article is first annotated using 13 types (14%) and 16 types (16%), respectively. Within these
tools like entity linking, topic classification and sentiment detec- domains, the event types are further divided into smaller subdo-
tion. Each article is then split into sentences where each sentence mains, which can be aggregated into larger subdomain units as
retains it’s annotations and other meta-data. For each pair of the demonstrated in the event type taxonomy (Fig. 2).
entities in the sentence, an event classifier then determines if
there is a particular relation of interest expressed in the sentence 4 METHODOLOGY
between the two entities. The predefined taxonomy currently This study uses graph-based techniques to predict future event
includes 133 event types of interest, ranging from security, en- types from news articles about a specific company. The process
vironment, natural disasters, accidents, politics, and other areas. starts by building a graph that maps relationships between event
To classify the events, a neural network transformer architecture types and concepts from Wikipedia and DMOZ. Random walks
with a pretrained encoder is used. The entire network, including are then performed on this graph to extract key information
the encoder, is trained on our supervised dataset using best prac- such as URIs, dates, and event types, which are then transformed
tices like online hard example mining, class balancing, dropout, into embeddings using Graph2Vec [8]. Next, the event types are
and consistency regularization. The sentences for which the clas- encoded and adjusted through a process called target shifting.
sifier finds that it mentions a relation of interest are then stored This step aligns the features to better forecast future outcomes
in a database, together with the pair of associated entities and based on previous data. The predictions are made using a Random
other available meta-data. Forest classifier, which is then validated through stratified k-fold
What will happen tomorrow? Predicting future event types for businesses Information Society 2024, 7–11 October 2023, Ljubljana, Slovenia
4.4 One Hot Encoding & Target Shifting
To transform the categorical event types into binary vectors, One
hot encoding is applied. This allows the model to treat each event
type as a separate class. After extracting relevant column names,
the encoded target data is concatenated with the feature embed-
a) b) c) dataset is then aggregated by averaging out the embeddings and dings, creating a dataset for model training and evaluation. The
Figure 3: Event Type Graphs calculating the maximum value of the encoded target columns
for a given day. Finally the ’target’ data is shifted by one day,
which allows the embeddings to forecast the event types for the
cross-validation for higher accuracy. The following sections will following day.
present each step of this process in more detail (see Fig. 4).
4.5 Random Forest Classification & Stratified
4.1 Graph Construction K-Fold Cross Validation
wiki and dmoz addresses that are directly related to the event For each article in the JSON dataset, a detailed graph G is gen- To ensure an effective classification and prediction of the data, A erated using the NetworkX library [3]. The graph construction Random Forest classifier is created. When employing this method, process starts by extracting key information such as the article’s embeddings are used as features and the one-hot encoded event URI(unique identifier), as well as the date associated with the types are used as labels. The data itself is split into testing and article and the event types, which are represented by specific training sets, followed by the incorporation of the Stratified K- URIs. In addition to these elements, each article also includes two Fold cross validation. This technique splits the data into 10 folds, important lists: ’slots’ and ’categories’. The ’slots’ list contains while ensuring that the event type proportion in each fold re- mains equal. The model is then trained on 9 folds, with the re- described in the article, while the ’categories’ list includes vari- maining fold being used for validation. This ensures balanced ous classifications of the event. To complete the graph, labels are representation of each class across the folds resulting in a more created by extracting URIs from the ’slots’ list and filtering the effective performance. ’categories’ to focus on those with the "dmoz" prefix.
4.2 5 RESULTS Random Walks for Feature Extraction
are performed, starting at a given node (event type) and moving and then evaluated on a test set. The training set included ap- proximately 508 samples for each fold, and the test set included Once the graphs for each article are constructed, random walks As mentioned above, the model was trained on a training set,
walks are generated for each node, forming the foundation for about 10% of the whole set, which amounted to 56 samples per to adjacent nodes based on specific probabilities. Several random
feature extraction processes. A single random walk begins by fold. Using this, the model then predicted the probabilities for
specified path length. At each step, a random number is compared we noticed certain classes did not have enough occurrences to have at least one entry of such a class per dataset fold and were initializing the path with the starting node and iterating over a event types for each set. When training the model for each class,
with a probability p. If the number is less than p, the walker stays at the current node, otherwise it moves to a random neighbor. If skipped. We, therefore, trained the model and predicted for a
no neighbors are available, the walk ends. total of 45 classes. Generating multiple random walks for every node follows To evaluate the discriminative performance of the model, the ROC AUC score was used. The results produced showed us how
current node (set at 0.05). The process involves creating an empty well the model distinguishes between different classes, as well a similar approach, using p as the probability of staying at the
list to store all random walks and iterating through each node in as the model’s ability to predict future event types. The ROC
is generated, and each walk is appended to the list. was around 0.5674, and the median was close to it, with an AUC ROC score of 0.5559, with the highest score reaching 0.8194 and the graph. For each node, the specified number of random walks AUC score showed us that the average performance of the model
The random walks from the graphs are processed similarly to demonstrate we can effectively forecast event types ahead of time, further work is required to enhance results, which in most word sequences in a document. The ’embedding_data’ function 4.3 the lowest reaching a value of 0.3338. While the best scores Embedding Generation Using Graph2Vec
generates vector embeddings for graph data using the Doc2Vec cases remain close to 0.5.
model. It begins by converting each random walk into a Tagged-
Document, storing these in ’documents_gensim’. The Doc2Vec 6 CONCLUSIONS
model, with a vector size of 5 is trained on these documents, This study was used to develop a graph-based approach to pre-
creating a vector space where similar sequences are positioned dicting event types in articles. In the process, we utilized ran-
close together. dom walks for feature extraction and Doc2Vec for embedding
The function then processes each graph in the graphs dictio- generation. Then, we trained the resulting model on a Random
nary, extracting uri, date, and event type, and generating addi- Forest classifier and evaluated it with a Stratified K-Fold Cross
tional random walks. These walks are converted into embeddings Validation. The model demonstrated solid performance with an
using the ’infer_vector’ method, and the resulting vectors are average ROC AUC score of around 0.5674, reaching a peak at
averaged into one final embedding. This embedding is stored in approximately 0.8194. This indicates the model’s effectiveness
a dictionary across ’embedding1’ to ’embedding5’, alongside the in capturing relationships within the data and predicting future
graph’s metadata. event types.
Information Society 2024, 7–11 October 2023, Ljubljana, Slovenia Tesia Šker, Jože M. Rožanec, Gregor Leban, and Dunja Mladenić
Figure 4: Data Extraction Pipeline
However, while the model performed well overall, occasional [11] Liang Zhao. 2021. Event Prediction in the Big Data Era. Comput. Surveys 54, 5
fluctuations in accuracy suggest space for further improvement. (2021), 1–37.
We are currently striving to find ways to make graphs more in-
formative. In future work we could refine the feature extraction
process by incorporating larger datasets, with a wider variety
samples and a larger number of companies.
ACKNOWLEDGMENTS
The Slovenian Research Agency supported this work. This re-
search was developed as part of the Graph-Massivizer project
funded under the Horizon Europe research and innovation pro-
gram of the European Union under grant agreement 101093202.
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Generating Non-English Synthetic Medical Data Sets
Lenart Dolinar Erik Calcina Erik Novak
University College London Jožef Stefan International Jožef Stefan International
London, United Kingdom Postgraduate School Postgraduate School
Jožef Stefan Institute Jožef Stefan Institute
Ljubljana, Slovenia Ljubljana, Slovenia
Abstract The experiment setting is presented in Section 4, followed by
the experiment results in Section 5. We discuss the results in
Using synthetic datasets to train medicine-focused machine learn-
Section 6 and conclude the paper in Section 7.
ing models has been shown to enhance their performance, how-
ever, most research focuses on English texts. In this paper, we ex-
plore generating non-English synthetic medical texts. We propose 2 Related Work a methodology for generating medical synthetic data, showcasing
This section describes the related work, focusing on large lan-
it by generating Greeklish medical texts relating to hypertension.
guage models and methods for generating synthetic data.
We evaluate our approach with seven different language models
and assess the quality of the datasets by training a classifier to
distinguish between original and synthetic examples. We find 2.1 Large language models
that the performs best for our task. Large Language Models (LLMs) are models that were trained Llama-3
to generate human-like texts based on an extensive process of
Keywords training on vast amounts of data. Models, such as Llama 3 [2],
GPT-4 [9], Aya 23 [3] and Mistral [7], are often easy to work
Synthetic data, healthcare data, multilingual data, large language
with by providing an input textual prompt, based on which the
models, classification
models respond. The LLMs are helpful in specialized fields, such
1 Introduction as medicine, since they can be fine-tuned on extensive data sets
containing medical terms and concepts. This enables them to per-
The healthcare domain produces a lot of medical data that can be
form well in tasks such as medical synthetic data generation [12].
used to train machine-learning models to help medical person-
Despite that, they are sometimes unable to follow the instruc-
nel. For example, a machine-learning model designed to perform
tions in the prompt accurately, leading them to hallucinate, i.e.
Named Entity Recognition (NER) on electronic health records
confidently produce wrong responses [5].
(EHRs) needs extensive labeled datasets to accurately identify
In our experiments, we investigate the LLMs’ performance
medical terms like diseases, treatments, and patient details. How-
in generating synthetic medical data given specific constraints
ever, the data contains a lot of personal information, and hospitals
and detailed prompts to simulate the original data set as best as
cannot share it freely due to data protection. In addition, there
possible.
are not enough examples to train the models for some problems,
such as those relating to rare diseases. Because of this, synthetic
data is being used as a substitute to train the models. 2.2 Synthetic medical data generation
Most synthetic data generation approaches focus on generat- Recently, synthetic medical data, generated using LLMs, has been
ing English texts. These usually utilize large language models used to enhance the performance of models for solving different
trained on predominantly English documents retrieved from the natural language processing tasks in medicine.
web. However, there are few examples of using them to gener- One work focuses on generating a synthetic dataset of elec-
ate non-English texts. Furthermore, the language models have tronic health records of Alzheimer’s Disease (AD) patients based
difficulties generating texts that do not reflect the distributions on a label that is provided [8]. They find that the performance of
found in the training sample. This includes medical texts, which their system for detecting AD-related signs and symptoms from
are usually not accessible to the general public. EHRs improves vastly when trained on synthetic and original
This paper proposes a methodology for generating medical data sets as opposed to training the system only on the origi-
synthetic data using open-source large language models. We nal one. Another work investigated using LLMs for extracting
apply the methodology to a medical data set written in Greeklish, structured information from unstructured healthcare text [13].
a combination of Greek and English scripts. We test it with seven By generating synthetic data using LLMs and fine-tuning the
large language models and assess performance by training a model, they significantly improved the models’ performance for
classifier to distinguish original examples from synthetic ones. medical-named entity extraction and relation extraction tasks.
Using the same prompt, we find that the open-source Llama-3 Most related works focus on English synthetic data due to
model best generates synthetic data that reflects the original data scarce non-English training data and the dominance of English
set. in medical terminology [6]. This paper focuses on generating
The remainder of the paper is as follows: Section 2 presents the non-English texts, specifically medical texts written in Greeklish
related work on generating synthetic data using large language about hypertension.
models. Next, the proposed methodology is described in Section 3.
Permission to make digital or hard copies of part or all of this work for personal 3 Methodology or classroom use is granted without fee provided that copies are not made or
This section outlines our research methodology. We first present
distributed for profit or commercial advantage and that copies bear this notice and
the full citation on the first page. Copyrights for third-party components of this the pre-processing of the data set, followed by describing the syn-
work must be honored. For all other uses, contact the owner /author(s).
thetic data generation process. Finally, we present the description
Information Society 2024, 10–14 October 2024, Ljubljana, Slovenia
of synthetic dataset evaluation using a classifier. Figure 1 shows
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.sikdd.4 the diagram overviewing the proposed methodology.
Information Society 2024, 10–14 October 2024, Ljubljana, Slovenia Lenart Dolinar, Erik Calcina, and Erik Novak
evaluation 3.3 Technical details
with classifier
In this section, we describe the models and the parameters used
in the experiment. All models used are available via the Hugging-
Face’s transformer library [15].
We tested five open-source models to generate the synthetic
LLM and prompt data sets, all of which can be run on a 32GB GP U: Llama-3 [2]
choice
only has support for the English language but has been fine-tuned
translate to Latin script DataDreamer synthetic patient records to understand user prompts, which is a feature we expected would
2 Aya-23
help a lot with the synthetic data generation. [3] is a
multilingual language model and offers support for 23 languages,
3 Mistral
including Greek. [7] supports a variety of languages
extraction LLM train entity 4 but omits Greek. The models Gemma-2 [4] and Phi-3 [1] were
5 6
patient records also tested and compared in the experiments. In addition, we
experimented with [9] and , which are GPT-4o GPT-3.5-Turbo
Figure 1: An overview of the methodology. The image was accessible via the OpenAI API.
designed using resources from flaticon. All models were given the same prompt containing instruc-
tions that included (1) generating Greek texts written in Latin
script and (2) containing a label randomly selected from the orig-
inal data set, (3) examples are supposed to be at most 6 words
3.1 Data pre-processing long, (4) should provide concise responses, (5) structured format
The data set used consisted of 1,299 examples of medical history (all text must be in a single line, must use // and commas as sepa-
in Greeklish, where the Latin and Greek scripts were used inter- rators, and must be similar in format as the provided few-shot
changeably. It also contained 1,495 labels, most of which were examples). To stress some more important instructions, some
in English. The labels consisted of drugs, medical events, and instructions were given in capital letters and were also repeated.
measurements.
To translate the labels into Greek, we used the [14] NLLB-200 4 Experiment Setting
1
translation model . Since LLMs were predominantly trained on
This section describes the experiment setting, which consists
texts written in Latin script, we decided to transliterate both the
of the evaluation process and the metrics used to measure the
labels and examples from Greek to Latin script. This allowed the
approach’s performance.
LLMs to generate longer tokens with richer information.
We split the original data set into two subsets to ensure no 4.1 Evaluation approach
data leakage. The first one, consisting of 930 examples, was used
The quality of the generated synthetic data was measured in two
for synthetic data generation. The second one, containing the
parts. The first consisted of statistical measurements, such as
remaining 369 examples, was used for evaluation.
calculating the average length of the generated examples and
finding the proportion of examples that included the required
3.2 Synthetic data generation labels. These statistics were then compared to the original data
We utilized the datadreamer library [10] to generate the synthetic set.
data set. The library enables open-source models to create syn- The second part consisted of training a classifier to discern if
thetic data sets and was developed to work in research settings, the input text was from the original or from the synthetic data set.
supporting prompt templates and few-shot learning. The data set used to train and evaluate the classifier involved 369
We developed a prompt containing the instructions and re- randomly selected synthetic examples and 369 examples from
strictions on generating the examples. To better showcase the the original data set, transliterated into Latin script. We chose
structure of the generated text, we also provided five random 5-fold validation as our classification procedure and calculated
examples from the original data set as few-shot examples. Next, the mean performance across all trials.
using datadreamer, we sent the prompt to the chosen LLM. We The classifier was trained using the BERT [11] language model,
experimented with multiple LLMs, and about 800 examples were specifically the variant . The
bert-base-multilingual-cased 7
generated for each used LLM. When experimenting with LLMs classifier was trained using the following parameters: batch size
that required calling an external provider (e.g., OpenAI), we pro- = 16, epochs = 3, and learning rate = 2e-5. The same parameters
vided five static few-shot examples that did not include any pa- were used for all synthetic data sets.
tient personal data due to data privacy concerns.
To ensure the quality of generated data, we implemented a 4.2 Metrics
post-processing step. This included formatting the generated
To assess the quality of the generated synthetic data sets, we used
text into one line and excluding examples where the length was
the F1 score as our main metric for evaluating the classifier’s
too long or where the model started repeating words meaning-
performance. The target value was 0.5; if the performance is
lessly. This ensured that all generated examples followed the
greater than 0.5, the classifier can discern the original from the
same format and could be used for evaluation.
synthetic examples. Hence, the synthetic data does not reflect
Table 2 presents generated examples for the label "OSTEO-
the original data set. If the performance is less than 0.5, the
POROSH". Similarities in the examples highlight the need for
rigorous methods to evaluate how closely they resemble the 2
https://huggingface.co/meta- llama/Meta- Llama- 3- 8B- Instruct
original data set. The methods are explained in Section 4.1. 3 https://huggingface.co/CohereForAI/aya- 23- 8B
4
https://huggingface.co/mistralai/Mistral- 7B- Instruct- v0.3
5
https://huggingface.co/google/gemma- 2- 9b- it
6
https://huggingface.co/microsoft/Phi- 3- medium- 4k- instruct
1 7
https://huggingface.co/facebook/nllb- 200- distilled- 600M https://huggingface.co/google- bert/bert- base- multilingual- cased Generating Non-English Synthetic Medical Data Sets Information Society 2024, 10–14 October 2024, Ljubljana, Slovenia
classifier has difficulties separating the synthetic from the original 6.1 LLM performance data, which can be because the synthetic data contains copies of
Results in Table 1 show significant quality differences among
the original examples. In addition to the F1 score, we measured
synthetic datasets from different LLMs, with label occurrence
the classifier’s accuracy, precision, and recall, which are also Mistral GPT-4o ranging from 0.740 for to 0.996 for , and average
reported. GPT-4o Aya-23
example length from 3.691 for to 8.040 for .
However, Table 3 indicates no significant performance differ-
5 Results ences within a single synthetic dataset, with a maximal standard
In this section, we present the results of our experiment. We deviation of the metrics being 0.021 for the dataset. Llama-3 first present the statistical results, followed by the classifier’s We can also notice that the F1 and accuracy scores are very
evaluation. close for all synthetic data sets. This means the classifier was
likely performing relatively similarly on both classes (synthetic
5.1 Statistical analysis and original datasets) without significant bias to either class.
Table 1 compares the synthetic data sets and the original one We can observe much better performance on the Llama-3
regarding label occurrence and average example length. The label data set, which is primarily trained on English data, than on the
occurrence is 1.000 in the original data set, as all examples from data set, which is also trained on Greek data. This shows Aya-23
the original data set are assumed to include relevant labels and that a model does not need to be extensively trained in Greek
information. texts to generate this type of synthetic medical data well.
The most aligned synthetic data set regarding label occurrence
was generated using , followed by . However, in GPT-4o Llama-3 6.2 Limitations terms of average example length, the data set generated using
Due to limited computing power, only one GP U with 32GB of
Gemma-2 performed the best, followed by Llama-3.
space was available, restricting the testing of larger LLMs. To ad-
The worst-performing models, in terms of label occurrence,
dress these challenges, using cloud-based resources or distributed
were and , which in about 25% did not include the Mistral Phi-3
computing could help run larger models and improve the variety
selected label. The data set generated using the had the Aya-23
of synthetic data generated.
largest difference in terms of average example length, on average
Due to privacy concerns, when using and GPT-4o GPT-3.5-Turbo
generating examples with three extra words.
models, which are not locally-run models, we had to use five fixed
Table 1: Statistical comparison between the original and examples when generating synthetic data instead of a larger vari-
synthetic data sets. The bold and underlined values repre- ety. This potentially led to larger similarities of the synthetic GPT
sent the best and second-best statistics, respectively. datasets to the examples instead of the original dataset and, con-
sequently, worse performance.
LLM Label occurrence Avg example length
6.3 Potential improvements
original dataset 1.000 4.682
The prompt was the same for all seven LLMs and was primarily
Llama-3 0.990 5.330 (+0.648) tested on Llama-3. Hence, the performance might be biased to-Aya-23 0.949 8.040 (+3.358) wards the model. The method could be improved by tailoring the
Mistral 0.740 6.376 (+1.694) prompts to each model individually.
Gemma-2 0.988 4.207 (-0.475) The evaluation of synthetic datasets could be further extended
Phi-3 0.782 6.071 (+1.389) by checking for repeating examples in the synthetic dataset or
GPT-4o 0.996 by checking how different the generated example is from the five 3.691 (-0.991)
GPT-3.5-Turbo provided examples. The evaluation could also be improved by
0.867 6.764 (+2.082)
checking for overfitting to the original data set.
Looking at both statistics, we can conclude that had Llama-3
the best alignment to the original data set in terms of label oc- 7 Conclusion and Future Work currence and example length, closely followed by . GPT-4o
This paper presents a method for generating Greek synthetic
To better imagine the differences between the generated ex-
medical data sets. To synthetically create datasets similar to the
amples, we handpicked an example from each synthetic data set
original, we carefully craft a prompt and perform pre-processing
related to the label “OSTEOPOROSH”, shown in Table 2.
and post-processing of the data to increase performance and
eliminate the effect of hallucinations.
5.2 The classifier evaluation
Using a classifier and considering the inclusion of labels and
Table 3 shows the F1, Precision, Recall, and Accuracy perfor- generated text length, we conclude that Llama-3 is best for gen-mances of the trained classifier on different synthetic data sets.
erating examples that most closely resemble the original dataset.
The best performance was achieved by with approxi-Mistral
In the future, we plan to explore the underlying architectures
mately 0.85 scores in all four metrics, followed by , with Llama-3
of the models to understand their performance differences in
approximately 0.88 scores in all metrics. The worst performances
multilingual contexts. This will allow us to further refine our
were on data sets generated by the and Aya-23 GPT-3.5-Turbo
methods and create more accurate data sets.
models. Surprisingly, the is a language model supporting Aya-23
Furthermore, we intend to use the synthetic dataset to train a
Greek; thus, it was expected to generate better examples. named entity recognition (NER) system to recognize medical la-
bels from medical history examples. Measuring the performance
6 Discussion of the NER trained on synthetic datasets will give us another
This section discusses the synthetic data generation performance, way of evaluating their quality. We also intend to create a more
outlines our methodology’s limitations and drawbacks, and pro- general pipeline enabling the code to generate synthetic medical
poses potential improvements to the approach. data in a wider variety of languages and formats.
Information Society 2024, 10–14 October 2024, Ljubljana, Slovenia Lenart Dolinar, Erik Calcina, and Erik Novak
Table 2: Generated examples for label "OSTEOPOROSH".
LLM Examples
original dataset APO 2O ETON YPERTASH ME AGOGI// OSTEOPOROSH // YPOTHYROIDISMOS
Llama-3 YPOTHYROEIDISMOS, OSTEOPOROSH, APO//
Aya-23 CA ORTHOU, ANEYRISMA KOILAKHS AORTHOU, OSTEOPOROSH.
Mistral OSTEOPOROSH, APO 60 ETOS, APO 2 MHNES KAI APO 10 GRAMM
Gemma-2 OSTEOPOROSH, ARTHROSITIS, ETOVIR
Phi-3 OSTEOPOROSH, XAROSTHROMA, ALPHA-BISFIOVITINI, 2018, DIATHRHSH, DIA
gpt-4o OSTEOPOROSH, ANEMIA
gpt-3.5-Turbo OSTEOPOROSH, GASTREKTOMH, EMFISIMA, YDRONERFOSI, PSIXROS.
Table 3: Mean performance metrics of the classifier for synthetic data sets, with standard deviation. Performances that
are closer to 0.5 are considered better. The bold and underlined values represent the best and second-best performances,
respectively.
LLM F1 Precision Recall Accuracy
Llama-3 0.875 ± 0.021 0.881 ± 0.020 0.875 ± 0.020 0.875 ± 0.020
Aya-23 0.945 ± 0.005 0.947 ± 0.004 0.945 ± 0.005 0.945 ± 0.005
Mistral 0.848 ± 0.012 0.856 ± 0.001 0.849 ± 0.011 0.849 ± 0.011
Gemma-2 0.928 ± 0.005 0.930 ± 0.005 0.928 ± 0.005 0.928 ± 0.005
Phi-3 0.927 ± 0.009 0.932 ± 0.008 0.927 ± 0.009 0.927 ± 0.009
GPT-4o 0.906 ± 0.014 0.912 ± 0.012 0.907 ± 0.014 0.907 ± 0.014
GPT-3.5-Turbo 0.940 ± 0.013 0.944 ± 0.011 0.940 ± 0.013 0.940 ± 0.013
Acknowledgments [7] Albert Q. Jiang et al. Mistral 7B. 2023. arXiv: 2310.06825
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rope Project PREPARE are supported by UKRI grant number
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10086219 (Trilateral Research). Views and opinions expressed are
however those of the author(s) only and do not necessarily reflect ciation for Computational Linguistics: EMNLP 2023. 2023,
pp. 7129–7143. doi: 10.18653/v1/2023.findings- emnlp.474.
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08774 . url: https://arxiv.org/abs/2303.08774. [cs.CL]
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LLNewsBias: A Multilingual News Dataset for Lifelong
Learning
Swati Swati Dunja Mladenić
swati.swati@unibw.de dunja.mladenic@ijs.si
Jožef Stefan International Postgraduate School Jožef Stefan Institute and
Ljubljana, Slovenia Jožef Stefan International Postgraduate School
Ljubljana, Slovenia
Abstract In this study, we address these challenges by introducing a
The rise of digital media enhances information accessibility but novel dataset LLNewsBias specifically designed for the detection
also introduces challenges related to the quality and impartiality and analysis of political bias in multilingual news headlines. Our
of news reporting, particularly regarding biases that influence dataset spans four major global events from 2019 to 2022: Brexit,
public perception during key global events. In response, this COVID-19, the 2020 U.S. election, and the Ukraine-Russia war,
study introduces capturing a wide range of political discourse across 17 languages. LLNewsBias , a dataset designed to detect and
analyze political bias in multilingual news headlines, covering To collect this dataset, we use Media Bias/Fact Check for the
four major events from 2019 to 2022 — Brexit, COVID-19, the assignment of bias labels, and Event Registry [2] for the extrac-
2020 U.S. election, and the Ukraine-Russia war. With over 350,000 tion of relevant headlines and metadata. The resulting dataset is
headlines in 17 languages, annotated with bias labels, this dataset not only comprehensive in its linguistic diversity but also struc-
is compiled using Media Bias/Fact Check and Event Registry. Our tured to support both event-wise and year-wise analyses, with
contributions include a structured framework for data collection an emphasis on lifelong learning.
and organization, enabling event-wise and year-wise analysis
while supporting lifelong learning. We also highlight potential 1.1 Contributions
use cases that demonstrate the dataset’s utility in advancing bias Our study makes the following contributions: prediction models, multilingual adaptation, and model robustness.
• Multilingual bias-annotated dataset: We introduce a
Additionally, we discuss the dataset’s limitations, addressing po-
multilingual bias-annotated dataset containing over 350,000
tential biases, sample size constraints, and contextual factors. This
news headlines in 17 languages, each annotated with po-
work provides a valuable resource for improving bias detection
litical bias labels.
in dynamic, multilingual news environments, contributing to the
• Data collection and organization framework: We pre-
development of more accurate and adaptable models in natural
sent a structured framework for data collection and or-
language processing and media studies. For code and additional
ganization, enabling event-wise and year-wise analysis
insights, visit: https://github.com/Swati17293/LLNewsBias
while ensuring adaptability for lifelong learning.
Keywords • Potential use-cases: We outline several potential applica-
tions of our dataset, highlight its potential for advancing
Dataset, News, Bias, Multilingual, Headline, Low-resource, Media lifelong learning models, particularly in bias prediction,
Bias, News Bias, Continual Learning, Lifelong Learning multilingual adaptation, and model robustness.
• Discussion of limitations: We identify and discuss the
1 Introduction dataset’s limitations, such as biases in data collection, sam-
The rapid growth of digital media has greatly enhanced the ac- ple size constraints, and contextual influences, offering a
cessibility of information, but it has also introduced significant transparent assessment of its applicability.
challenges concerning the quality and impartiality of news re-
In summary, our paper introduces a comprehensive dataset
porting. Political bias in news content is particularly concerning,
and a framework for the study of political bias in multilingual
as it has the potential to influence public perception and shape
news headlines. By focusing on key global events and providing
societal narratives, especially around key global events. Under-
support for lifelong learning, our study contributes to the ongoing
standing and predicting such biases, particularly in multilingual
effort to develop more accurate and adaptable models for bias
contexts where biases can manifest differently across cultural and
detection in diverse linguistic and cultural contexts.
linguistic boundaries, is essential for promoting fair and balanced
journalism. Traditional approaches to bias detection often rely
on monolingual datasets and static models that may not effec- 2 Related Work
tively capture the evolving nature of news content [6]. These Several datasets focus on news articles and political bias [5],
limitations underscore the need for more robust datasets and but there is a notable scarcity of multilingual, bias-annotated
methodologies that can adapt to the dynamic and multilingual datasets designed for lifelong learning [4]. While resources like
landscape of modern news reporting. the media bias chart by Ad Fontes Media and PolitiFact provide
insights into bias, they are often limited to English-language
Permission to make digital or hard copies of all or part of this work for personal sources or specific fact-checked claims, lacking the continuous,
or classroom use is granted without fee provided that copies are not made or event-centric data necessary for broader analysis. GDELT [3],
distributed for profit or commercial advantage and that copies bear this notice and
the full citation on the first page. Copyrights for third-party components of this a large-scale event-oriented news dataset, covers multiple lan-
work must be honored. For all other uses, contact the owner/author(s). guages but focuses on location, network, and temporal attributes
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia rather than political bias or the event-outlet relationship. Exist-
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.sikdd.8 ing multilingual datasets are often domain-specific [1], limiting
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Swati et al.
their utility for general bias analysis. In contrast, LLNewsBias exclude outlets labeled as questionable and assign each remain-
dataset fills these gaps by offering a generalized, multilingual, ing outlet 𝑜𝑖 ∈ 𝑂 a bias label 𝑏𝑖 ∈ 𝐵, where 𝐵 = {𝑏 1, 𝑏2, ..., 𝑏𝑞}
and bias-annotated data designed for event-wise and year-wise represents the set of bias labels, with 𝑞 representing the number
analyses, particularly suited for lifelong learning models. of distinct bias labels.
Next, we define a temporal query 𝑄𝑡 to extract article headlines
3 (𝐻 = {ℎ 1, ℎ2, ..., ℎ𝑟 }), where 𝑟 represents the total number of Dataset Description
headlines retrieved from the Event Registry (ER). The query 𝑄𝑡
In this section, we introduce our dataset LLNewsBias and describe
is formulated as:
the framework used for its collection and organization. We begin
by detailing the primary data sources that form the foundation of 𝑄 , 𝑄 𝑡 = { 𝑄 , 𝑄 , 𝑄 𝑒 𝑜 𝑐𝑎𝑡𝑑 𝑡 } (1)
this dataset. Following this, we present a comprehensive overview where 𝑄𝑒, 𝑄𝑜 , 𝑄𝑐𝑎𝑡 specify the event, media outlet, and news
of the data collection process, with a focus on the methodologies categories (limited to those classified as ’news’ by ER 𝑄𝑐𝑎𝑡 =
employed to ensure robustness and reliability. Finally, we provide {‘𝑝𝑜𝑙 𝑖𝑡 𝑖𝑐𝑠’, ‘𝑏𝑢𝑠𝑖𝑛𝑒𝑠𝑠’, ‘𝑠 𝑝𝑜𝑟 𝑡 𝑠’, ‘𝑎𝑟 𝑡 𝑠 𝑎𝑛𝑑 𝑒𝑛𝑡 𝑒𝑟 𝑡 𝑎𝑖𝑛𝑚𝑒𝑛𝑡’,
an in-depth overview of the dataset’s structure, including its ‘𝑠𝑐𝑖𝑒𝑛𝑐𝑒’, ‘𝑡 𝑒𝑐ℎ𝑛𝑜𝑙𝑜𝑔𝑦’, ‘ℎ𝑒𝑎𝑙 𝑡 ℎ’, ‘𝑒𝑛𝑣𝑖𝑟 𝑜𝑛𝑚𝑒𝑛𝑡 ’}), respectively.
directory organization, file contents, and the various ordering The time constraint is represented as 𝑄𝑑 𝑡 = [𝑄 , 𝑄 𝑠𝑑𝑒𝑑] , where
methods applied to facilitate detailed analysis. Our dataset is 𝑄 𝑄 and 𝑠𝑑𝑒𝑑 denote the start and end dates. To scrape all the
documented in accordance with the FAIR Data Principles. article headlines (𝐻 ), we utilize 𝑄𝑡 to query ER.
We then associate the extracted headlines 𝐻 with the corre-
3.1 Primary Data Sources sponding bias labels in 𝐵 and structure the dataset according to
In this section, we outline the two primary data sources used in two classification types: event-wise and year-wise. To organize
our study: Media Bias/Fact Check (MBFC) and Event Registry the data, we define an event-based order 𝑂𝑒 𝑣𝑒𝑛𝑡 and a year-based
(ER). MBFC serves as the bias rating portal, providing bias la- order 𝑂𝑦𝑒𝑎𝑟 as follows:
bels for selected media outlets, while ER is used to extract the 𝑂 𝑒 𝑣𝑒𝑛𝑡 = {𝑒 1 → 𝑒2 → ... → 𝑒𝑛 } (2) headlines and corresponding metadata from articles published
by these outlets. 𝑂𝑦𝑒𝑎𝑟 = {𝑦1 → 𝑦2 → ... → 𝑦𝑚 } (3)
3.1.1 . For bias labeling in this study,
Media Bias/Fact Check For lifelong learning, we design the dataset to be extendable,
allowing for the integration of new events and years as they
we utilized Media Bias/Fact Check (MBFC), a well-established ′ ′ ′ ′
emerge, denoted by 𝐸 ⊆ 𝐸 and 𝑌 ⊆ 𝑌 , where 𝐸 and 𝑌 repre-
platform known for its comprehensive coverage and frequent
sent the sets of newly added events and years.
updates. Although other platforms like allsides.com and adfontes-
We designed the dataset with a flexible framework that allows
media.com also provide bias ratings, MBFC was selected for its
reliability and particular focus on low-resource languages. MBFC ′ for the seamless integration of new events and years as they
emerge, represented as ′ ′ ′ ⊆ and ⊆ , where and de-
𝐸 𝐸 𝑌 𝑌 𝐸 𝑌
assigns bias labels based on political orientation and evaluates
note the newly added events and years. This structured approach
outlets for credibility and factual accuracy. These labels are de-
ensures scalability for continuous learning without requiring
termined by a team of contractors and volunteers who follow
major restructuring and supports the training of adaptive mod-
a standardized methodology, ensuring that the ratings are both
els capable of integrating new information effectively. Unlike
consistent and dependable for our analysis.
standard multi-year datasets, our dataset includes annotations
3.1.2 that facilitate contextual understanding, enabling models to learn Event Registry . In this study, we use Event Registry [2]
platform as the primary source for collecting multilingual news from historical data while adapting to evolving trends and pat-
headlines. It aggregates content from over 150,000 news sources terns in news reporting. This ensures that the models remain
across more than 60 languages, making it an ideal resource for relevant as new information becomes available.
analyzing bias in diverse and low-resource languages. Apart from Finally, we split the dataset into training and test sets using a
the headlines, it allows access to numerous metadata such as stratified sampling approach to ensure the preservation of bias
publication date, news category, and political bias. By leveraging label distributions across both events and years. We perform this
its Python API, we efficiently filtered and extracted headlines step as it is critical for maintaining the integrity of the model
relevant to our study. This ensured a comprehensive dataset training process in a lifelong learning context.
that supports the analysis of bias in a lifelong learning setup,
exploring how emerging events and domain shifts influence the 3.3 Data Synopsis and Structure
performance of bias prediction models over time. In this section, we present an overview of the data and explain
how it is systematically organized, making it easier to understand
3.2 both the content and format of our dataset. Data Collection Framework
Our data collection framework as depicted in Figure 1, is designed 3.3.1 Data Synopsis. The dataset features 356,060 headlines
to support both event-wise and year-wise analyses, with the on four major events from 2019 to 2022: Brexit, COVID-19, the
additional capability of facilitating lifelong learning. election, and the Ukraine-Russia war. These headlines, sourced
For data collection, we begin by defining two sets: a set of from 45 unique news outlets in 17 different languages, are anno-
significant global events (𝐸 = {𝑒1, 𝑒2, ..., 𝑒𝑛 }), and a set of years tated with 3 political bias labels: Left Centre, Least Biased, and
(𝑌 = {𝑦1, 𝑦2, ..., 𝑦𝑚 }), where 𝑛 and 𝑚 represent the total num- Right Centre covering diverse topics such as politics, business, arts
ber of events and years, respectively. We then use the Media and entertainment, sports, science, technology, health, and environ-
Bias/Fact Check (MBFC) platform to select media outlets (𝑂 = ment. The dataset is structured into 7 distinct columns within .csv
{𝑜 1, 𝑜2, ..., 𝑜𝑝}) and determine their respective political bias, with files. Table 1 presents a comprehensive summary of the dataset
𝑝 as the total number of outlets. To maintain data reliability, we statistics.
LLNewsBias: A Multilingual News Dataset for Lifelong Learning Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
Figure 1: Data Collection Framework. The framework uses MBFC for bias labeling and ER for headline retrieval.
Table 1: Summary of Dataset Statistics. • article_ID: A unique identifier for the raw news article
in the Event Registry platform from which the headlines
Language-wise Distribution are extracted.
• language: The source language of the published news
Catalan 882 Romanian 17,038
article.
Croatian 13,929 Russian 10,511 • date: The date on which the news was published.
Czech 1,876 Slovak 5,642 • headline_text: The text of the news headline.
Dutch 10,905 Swedish 6,441 • political_bias: The political bias of the news outlet as Finnish 1,512 Ukrainian 10,616 provided by the bias rating portal Media Bias/Fact Check. Danish 4,330 Spanish 83,940 • news_category: The category assigned by Event Registry. French 85,007 Italian 48,450
Hungarian The dataset is annotated with bias labels: Left Centre (LC), 105
Least Biased (LB), and Right Centre (RC). To ensure model ro-
Event-wise Distribution
bustness across varying data distributions, we concatenate and
Brexit 32,286 COVID 309,329 shuffle files for each event and year in four distinct random orders.
Election 3,829 Ukraine 10,616 This prevents overfitting to specific sequences and helps evaluate
Year-wise Distribution generalization across diverse configurations. While chronolog-
ical order is ideal for practical use, this randomized approach
2019 20,664 2021 4,638 tests broader performance, with the original event and year splits
2020 258,871 2022 71,887 provided for user flexibility.
Event-wise Ordering:
3.3.2 Directory Structure. The dataset is organized in a main → (1) brexit → covid → election → ukr-rus-war
‘data’ directory with subdirectories categorized by events (‘brexit’, → (2) election covid → ukr-rus-war → brexit
(3) brexit ukr-rus-war → election → covid
‘covid’, ‘election’, ‘ukr-rus-war’) and years (2019-2022). Addi-
(4) covid → brexit → ukr-rus-war → election
tional subdirectories consolidate data across all events (ordered_events)
and all years (ordered_years). Each subdirectory contains .csv Year-wise Ordering:
files for training and testing, structured across the following (1) 2019 → 2020 → 2021 → 2022
columns. (2) 2021 → 2020 → 2022 → 2019
• news outlet: The name of the news outlet. (3) 2019 → 2022 → 2021 → 2020
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Swati et al.
(4) 2020 → 2019 → 2022 → 2021 Event Registry (ER). MBFC is publicly accessible, while ER
The dataset captures the distribution of headlines related to provided comprehensive but limited coverage, potentially
various events over the years, reflecting the temporal dynamics missing relevant articles. The use of ER’s paid version also
of news coverage and the evolving reporting on these events. restricted the extent of data collection.
The differences in coverage levels reveal important patterns in • Sample Size: The dataset is constrained by its focus on
media attention, which are essential for developing datasets that four major events over a span of four years. This limited
support lifelong learning models. number of events and time frame may not fully capture
the broader spectrum of news and media biases, affecting
4 the diversity of the samples. Potential Use-Cases • Biases: Selection bias is a significant factor, as only news
Our dataset introduced in this study has a wide range of potential outlets labelled by MediaBiasFactCheck were included.
use-cases, particularly in the fields of natural language processing This restriction may limit the number of languages and
and media studies. It is particularly valuable for research and perspectives represented in the dataset, thereby influenc-
applications that require understanding and predicting news bias ing the overall analysis.
in a continual, multilingual environment. Below we list some • Contextual Factors: The dataset is limited by its tem-
potential use cases: poral scope, covering only four specific events over four
• Lifelong learning for news bias prediction: Our dataset years. While it reflects the dynamic nature of news media,
is ideal for developing and testing lifelong learning mod- it does not account for all future events and years to come.
els. It allows models to adapt to new events and evolving
entities. With its year-wise structure from 2019 to 2022, 6 Conclusions
the dataset addresses the challenges of emerging events In this study, we present LLNewsBias, a comprehensive dataset
and domain shifts (e.g., Brexit, COVID-19, Ukraine-Russia designed to tackle the challenges of detecting and analyzing polit-
War), providing the data needed to develop and evaluate ical bias in multilingual news headlines. By spanning four major
robust models. global events from 2019 to 2022 across 17 languages, this dataset
provides a valuable resource for research in natural language
• Domain Adaptation in Multilingual Contexts: Our processing and media studies. Our framework supports both
dataset enables researchers to investigate domain adapta- event-wise and year-wise analysis, emphasizing lifelong learning
tion techniques in a multilingual context, featuring head- and enabling models to adapt continuously to new data. The
lines in 17 languages. This facilitates the development of dataset’s potential use cases include enhancing bias prediction
models that generalize across languages and adapt to vari- models, facilitating domain adaptation in multilingual contexts,
ous cultural and political contexts, ensuring accurate bias and improving model robustness. While LLNewsBias offers sig-
prediction. It addresses the challenges faced by generic nificant contributions, we also acknowledge limitations such as
models in the news domain, which often struggle with potential biases in data collection, sample size constraints, and
topic and language diversity. contextual factors. Addressing these challenges in future work
will be crucial for maximizing the dataset’s impact, ultimately
• Sparse Experience Replay for Continual Learning: contributing to fairer and more balanced journalism.
Our dataset is particularly well-suited for the news do-
main, supporting efficient experience replay by allowing 7 Acknowledgments
the selection of specific topics and categories. With its This work was supported by the Slovenian Research Agency and
event-wise and year-wise classifications, our dataset en- National grants (CRP V2-2272; V5-2264; CRP V2-2146) and by the
hances memory utilization, improves generalization, re- European Union through enrichMyData EU HORIZON-IA project
duces catastrophic forgetting, and ensures that models under grant agreement No 101070284 and ELIAS HORIZON-RIA
remain accurate and up-to-date in real-time applications. project under grant agreement No 101120237.
In a nutshell, our dataset serves as a valuable resource for
advancing news bias prediction, particularly in the context of References
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new techniques for handling dynamic and multilingual news tion, and tone, 1979–2012. In ISA annual convention. Vol. 2, 1–49.
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Media Bias Fact/Check (MBFC) and the paid version of
Creating Local World Models using LLMs
Mark David Longar Erik Novak Marko Grobelnik
Jožef Stefan Institute Jožef Stefan Institute Jožef Stefan Institute
Ljubljana, Slovenia Ljubljana, Slovenia Ljubljana, Slovenia
Abstract e.g. by providing LLMs a framework for responding with logi-
cally consistent and pedagogically sound explanations. Moreover,
A key limitation of state-of-the-art large language models is their
by modifying some of the components, the approach can also be
lack of a consistent world model, which hinders their ability to
applied to other domains, such as industry, finance, and law.
perform unseen multi-hop reasoning tasks. This paper addresses
The remainder of the paper is as follows: Section 2 presents
this by extracting local world models from text into a system-
the related work on LLMs and creating world models. Next, the
atic first-order logic framework, enabling structured reasoning.
proposed approach is described in Section 3. The experiment set-
Focusing on the educational domain, we present a multi-step
ting is presented in Section 4, followed by the experiment results
approach using Prolog to represent and reason with these mod-
in Section 5. We discuss the results in Section 6 and conclude the
els. Our method involves segmenting educational texts, generat-
paper in Section 7.
ing Prolog definitions, and merging them into a comprehensive
knowledge graph. We successfully extracted several small models
and manually verified their accuracy, demonstrating the poten- 2 Related Work
tial of this approach. While promising, our results are currently The recent surge in large language models, such as GPT-3 [3] and
limited to small-scale models. GPT-4 [1], has significantly advanced natural language process-
ing, showing emergent reasoning abilities across various tasks.
Keywords However, despite their impressive performance, LLMs are often
criticized for lacking factual consistency, interpretability, and
Large language models, local world models, knowledge represen-
logical coherence, especially in complex, multi-hop reasoning
tation, educational technology, structured reasoning, knowledge
tasks [8]. To address these shortcomings, efforts have been made
graphs
to integrate LLMs with structured knowledge frameworks, like
knowledge graphs (KGs) and ontologies, to enhance reasoning
1 Introduction and knowledge flow between structured data and language mod-
In recent years, Large Language Models (LLMs) have revolu- els [9].
tionized the field of Natural Language Processing (NLP), offer- In the field of ontology and KG development, early initiatives
ing unprecedented capabilities in understanding, reasoning over, like Cyc [6] laid the groundwork for large-scale structured knowl-
and generating human-like text. Despite their impressive per- edge representation. More recent efforts [8, 5] have explored
formance across various language tasks, a significant limitation using LLMs to assist in ontology generation and KG construction.
persists – the absence of a consistent and coherent world model While LLMs can automate parts of the ontology development
within these systems [8]. This limitation hampers their ability process, they struggle with ensuring logical consistency and
to perform advanced reasoning tasks that require not only tex- managing complex domain-specific knowledge [5, 2]. Comple-
tual understanding but also logical consistency and structured mentary approaches, like using LLMs for ontology learning [2]
knowledge representation. and structured knowledge extraction [10], highlight the need for
While current LLMs are powerful, they are inherently con- human validation and formal methods to ensure accuracy.
strained by their reliance on statistical correlations within vast Our work builds on these insights by focusing on using LLMs
datasets, often resulting in shallow and contextually inconsistent to extract structured local world models in the form of Prolog-
reasoning. To address this limitation, we propose an approach based representations. This approach addresses the limitations of
for extracting local world models, i.e., small, context-specific LLMs in handling complex reasoning and provides a more robust,
representations of knowledge that capture the relationships and logically consistent framework for educational applications.
rules governing a particular domain or scenario. The approach
is multi-step. First, the input text is segmented into manageable 3 Methodology
parts. Each segment is analyzed to extract key concepts and their This section introduces the approach for creating local world
interrelationships, which are then represented as Prolog defini-
models by generating and utilizing structured data in Prolog. The
tions. Then, the definitions are merged into a comprehensive methodology is designed to systematically identify and map the
knowledge graph that reflects the structure and content of the
concepts and their interrelationships within a given educational
input text. document, such as a textbook, facilitating the generation of a
We focus specifically on the educational domain, where the
knowledge graph.
ability to generate and utilize local world models could signifi-
cantly enhance the effectiveness of AI-driven educational tools, 3.1 Document segmentation
To manage the document’s complexity and ensure accurate con-
Permission to make digital or hard copies of all or part of this work for personal
cept extraction, the source material was divided into several
or classroom use is granted without fee provided that copies are not made or
shorter parts, each up to 10 pages long. This segmentation was
distributed for profit or commercial advantage and that copies bear this notice and
the full citation on the first page. Copyrights for third-party components of this crucial in allowing us to focus on smaller, more manageable sec-
work must be honored. For all other uses, contact the owner /author(s).
tions of the content, enabling a thorough analysis and avoiding
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
problems that come with long-context LLM outputs. The length
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.sikdd.22 of each part was determined based on the natural divisions within
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Mark David Longar, Erik Novak, and Marko Grobelnik
the text, such as chapters or major sections, to maintain the co- concept map that helped identify key learning paths and pre-
herence of concepts within each segment. requisites. Prolog (specifically SWI Prolog [11]) was chosen for
this task because it can handle structured data, is widely used
3.2 Generating Prolog definitions (increasing the likelihood that LLMs have encountered it during
training), and can be executed and analyzed immediately.
For each segmented part, we created a prompt to generate Prolog
definitions of the concepts and their relationships. The prompt
was carefully crafted to guide the extraction of educational con- 4 Experiment Setting
tent in a structured format. It consisted of three main components: This section outlines the experiment setting for evaluating our
the context, the predicates and the structured output. approach to extracting local world models from educational texts
and generating structured Prolog representations. We describe
Context. A description of the educational context and a brief the data sources, the large language model used, and the evalua-
narrative to position the content within a learning scenario. This tion framework.
helped to align the LLM-extracted concepts and relationships
with our downstream tasks. The following is an example of the 4.1 Data sources prompt used:
We evaluated our approach on two widely used textbooks in
deep learning and natural language processing. These texts were
You are a teacher and an expert in natural language process- chosen because they are relevant to both structured reasoning
ing (NLP). You wrote a chapter in an NLP textbook and would tasks and the representation of complex, multi-step concepts.
like to convert the content of the chapter into a classroom The following chapters were selected for analysis:
lesson. You would like to step into the shoes of a student in
order to understand their learning process of this material. Deep Learning Preliminaries from the book Dive into Deep
You need to understand which concepts are being taught and Learning [12]. This chapter provides foundational knowledge
their relationships. of deep learning, covering key concepts such as linear algebra,
calculus, and probability, which are essential for understanding
Predicates. the field. The textbook’s teaching approach is highly hands-on,
List of predicates and their descriptions, which were
essential for identifying concepts ( ), prerequisites
isConcept(A) with a significant portion devoted to code. It is open-sourced, and
1
( ), and sections ( ). These isSection(S)
isPrerequisiteOf(A, B) we used the Markdown files provided on their GitHub page .
predicates were used to simulate the learning process, where con-
cepts are linked to sections. A concept may have prerequisite Chapter 2: Regular Expressions, Tokenization, and Edit
concepts or sections that must be understood before a student Distance Speech and Language Processing
from [4]. This chapter
introduces basic NLP techniques, focusing on regular expressions
can advance to learning the concept.
and tokenization, which are pivotal in text preprocessing tasks.
Structured output. Clear instructions to output the extracted
predicates in the form of a Prolog program. The LLM responding 4.2 Used large language model
in a structured format a crucial part of our approach, as it has been We employed GPT-4o via the ChatGPT interface to extract con-
shown that structured responses can improve LLM reasoning cepts and their interrelationships. We leveraged the model’s mul-
and generation quality [13]. timodal capabilities, allowing it to process text and PDF docu-
ments.
In summary, this prompt allowed us to extract detailed sum-
maries of the concepts taught and their relationships, which 4.3 Evaluation Framework were then represented in Prolog. Each segment was processed
We developed an evaluation framework to assess the performance
independently to generate a corresponding Prolog program.
of our approach based on three primary aspects: accuracy, com-
pleteness, and consistency. To validate the results, we manually
3.3 Merging Prolog definitions reviewed the extracted knowledge graphs and compared them
After generating the Prolog definitions for each segment, the with the source texts. We ensured that the extracted concepts
next step was to merge them into a single cohesive program. To were accurate, complete, and logically consistent.
achieve this, we created a prompt, which was nearly identical to
the first, but with instructions to combine the disjoint parts into The following criteria were used to eval- Assessment Criteria.
one integrated Prolog program added to the end of the prompt: uate the effectiveness of our approach:
• Accuracy. This aspect examines how accurately the approach
Now you need to combine the parts into a single Prolog pro- extracted the concepts and their relationships from the text.
gram. Make sure to include all the concepts and relationships, We evaluated the correctness of each Prolog definition against
but also properly connect them. Merge concepts from different the source material.
sections where necessary and make sure to include all the • Completeness. This evaluates whether the system captured all
sections and their relationships. the key concepts from the educational material. The assess-
ment ensured that no significant concepts or relationships
3.4 were omitted during extraction. Use of the knowledge graph
• Consistency. This aspect assesses the extent to which the ex-
The generated knowledge graph, represented by the Prolog pro-
tracted models maintained logical coherence across different
gram, was then used to recommend the next steps in the learn-
ing process. Using the structured output, we created a detailed 1https://github.com/d2l- ai/d2l- en
Creating Local World Models using LLMs Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
segments of the text. This was crucial in determining whether there were rare occasions where the output required manual in-
the segmented Prolog definitions could be merged into a cohe- terventions to fix inconsistent formatting of the Prolog variable
sive KG. names.
6 Discussion
5 Results
Our approach to extracting local world models from educational
In this section, we review the knowledge graphs of the two tested
texts demonstrated strong performance in generating logically
texts generated by our model.
coherent knowledge graphs from high-level concepts, but certain
limitations were identified. The synthetic data generation effec-
5.1 tively captured core concepts from both textbooks, particularly Dive into Deep Learning
in structuring major branches such as Linear Algebra, Calculus,
The selected chapter covered six sub-chapters in the following Dive into Deep Learning and Probability from . However, some
order: Data Manipulation, Data Preprocessing, Linear Algebra,
restructured sections, while logical, differed significantly from
Calculus, Automatic Differentiation, and Probability and Statis-
the source material’s flow.
tics. The results are represented by the graph in Figure 1. Speech and Language Processing In the textbook, the Regular
The system accurately identified three major independent
Expressions subsection was extracted with sufficient accuracy.
branches of the chapter – Linear Algebra, Calculus, and Probabil-
Other sections, such as Tokenization and Edit Distance, suffered
ity and Statistics – which reflects the structure of the source ma-
from detail omissions, where only top-level concepts were ex-
terial. The extracted knowledge graph also logically restructured
tracted. This issue was more prominent due to the higher in-
the content in ways that differed from the original organization
formation density of the NLP textbook, exposing limitations in
but made sense pedagogically. This restructuring highlights the
handling detailed, densely packed content.
logical flow of how data handling techniques naturally feed into
Regarding the evaluation framework, the model generally per-
more abstract mathematical concepts despite differing from the
formed well on metrics like accuracy and consistency but strug-
original structure.
gled with completeness in more detailed sections. The model’s
However, some omissions and reassignments were noted, par-
tendency to restructure content logically, though sometimes de-
ticularly within the Linear Algebra section. Concepts such as
viating from the original, suggests that while it captures core
vectors and matrices were omitted, likely due to the high-level
relationships, further refinements are needed to preserve peda-
nature of the extraction process. Additionally, matrix multipli-
gogical flow and details.
cation, though identified, was separated from Linear Algebra
basics and Tensor operations. This disjunction represents a slight 6.1 Potential improvements deviation from the expected conceptual hierarchy.
To address the limitations, improving the prompt engineering
Similarly, in the Calculus section, the extracted model restruc-
could lead to more detailed extractions while maintaining the
tured the sequence of topics. This restructuring captured the
structure of the source material. Additionally, enhancing the
relationship between fundamental calculus concepts and their
model’s ability to handle complex, dense information would mit-
practical applications in machine learning. Furthermore, the sys-
igate the loss of key concepts. Future iterations may benefit from
tem included concepts like Gradient Descent and Backpropaga-
automated post-processing checks to ensure logical consistency
tion which were only briefly mentioned in the source material.
and reduce manual interventions. Overall, while the approach
shows promise, refining it to handle finer details and complex
5.2 Speech and Language Processing sequences more effectively will be essential for broader applica-
tions.
The Regular Expressions section, seen in Figure 2, was extracted
accurately, capturing the core concepts effectively. However, a
noticeable limitation was the loss of the original sequencing of 7 Conclusion and Future work
the concepts presented in the textbook. While the key ideas were In this paper, we proposed a novel approach to extracting local
identified, the pedagogical flow, which is essential for gradual world models from educational texts by generating structured
learning, was somewhat disrupted in the extraction process. Prolog representations. Our methodology demonstrated the abil-
For the other sections, including Tokenization and Edit Dis- ity to capture core concepts and their interrelationships in a logi-
tance, the model extracted only the most prominent concepts, cal and coherent manner, especially in the Dive into Deep Learning omitting many important details. As a result, these sections are textbook. However, the results from the more information-dense
less comprehensive than they need to be for in-depth understand- text revealed limitations, partic- Speech and Language Processing
ing. Despite this, the overall connections between sections in ularly in handling detailed content, large knowledge graphs, as
the knowledge graph were logically structured, showing that the well as preserving pedagogical flow.
system was still able to create a coherent representation of the The use of Prolog proved effective in organizing educational
material at a high level. material, allowing for structured reasoning and enabling appli-
It is important to note that this textbook is significantly more cations in AI-driven educational tools. Despite these successes,
information-dense and longer compared to the certain challenges remain, such as the omission of detailed con- Dive into Deep
Learning book. This added complexity exposed some limitations cepts and the system’s occasional tendency to deviate from the
in the current approach, mainly when dealing with texts that re- original sequence of topics.
quire detailed extraction of concepts and their interrelationships. Future work will address these limitations by improving the
The model’s ability to handle such dense material is limited by prompt engineering and enhancing the system’s ability to handle
its tendency to focus on top-level ideas while losing much of the complex, information-dense material. Additionally, we plan to
depth and sequencing provided in the source text. Additionally, explore automating the segmentation process and scaling up the
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Mark David Longar, Erik Novak, and Marko Grobelnik
Deep Learning Prerequisites
Linear Algebra Basics Calculus Basics Probability Basics
Tensor Operations Matrix Multiplication Gradient Descent Chain Rule Statistics Basics
Data Preprocessing Broadcasting Techniques Optimization Techniques Backpropagation Stochastic Models
Automatic Differentiation
Loss Function Optimization
Figure 1: Knowledge graph of the Preliminaries section from Dive into Deep Learning.
Regular Expressions
Concatenation Square Brackets Kleene Star Period Anchors Disjunction Precedence Word Boundary Substitution
Question Mark Kleene Plus Parenthesis Greedy Matching Capture Group
Non-Greedy Matching Lookahead Assertion
Figure 2: Knowledge graph of the Regular Expressions section from Speech and Language Processing.
model to generate larger, more intricate knowledge graphs. Other [5] Vamsi Krishna Kommineni, Birgitta König-Ries, and Sheeba
potential directions include integrating retrieval-augmented gen- Samuel. “From human experts to machines: An LLM sup-
eration [7] to enrich knowledge extraction and comparing gen- ported approach to ontology and knowledge graph con-
erated world models across different texts to evaluate their peda- struction”. In: (2024). arXiv preprint arXiv:2403.08345 gogical alignment. Self-evaluation and correction mechanisms [6] Douglas B Lenat. “CYC: A large-scale investment in knowl-
could also be introduced to improve accuracy and completeness. edge infrastructure”. In: 38.11 Communications of the ACM
(1995), pp. 33–38.
Acknowledgments [7] Patrick Lewis et al. “Retrieval-augmented generation for
knowledge-intensive nlp tasks”. In: Advances in Neural
This work was supported by the Slovenian Research Agency
and the European Union’s Horizon 2020 project Humane AI Net Information Processing Systems 33 (2020), pp. 9459–9474.
[8] Fabian Neuhaus. “Ontologies in the era of large language
(Grant No. 952026).
models–a perspective”. In: 18.4 (2023), Applied ontology
References pp. 399–407.
[9] Shirui Pan et al. “Unifying large language models and
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[4] Daniel Jurafsky and James H. Martin. Speech and Language
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Computational Linguistics, and Speech Recognition with [13] Pei Zhou et al. “How FaR Are Large Language Models
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20, 2024. 2024. url: https://web.stanford.edu/~jurafsky/
slp3/.
Semantic video content search and recommendation
∗ ∗ ∗
Mark David Longar Jakob Fir Bor Pangeršič
Jožef Stefan Institute University of Ljubljana University of Ljubljana
Ljubljana, Slovenia Ljubljana, Slovenia Ljubljana, Slovenia
Abstract a recommendation system that interacts with users to capture
their immediate preferences, thereby overcoming the cold start
The rapid growth of video streaming platforms has intensified
problem and enhancing the relevance of recommendations. Addi-
the demand for personalized content recommendations. How-
tionally, ensuring consistency in the quality of recommendations
ever, current solutions often rely on historical user data, leading
across different languages is increasingly important as many
to challenges like the cold start problem and overlooking users’
streaming services operate globally.
immediate preferences. We present a conversational recommen-
Our approach utilizes LLMs to generate keyword descriptions
dation system that leverages large language models (LLMs) to
for both content and user queries. These keywords serve as the
generate keyword-based content and query descriptions. By in-
basis for recommendations, with a Retrieval-Augmented Gen-
tegrating Retrieval-Augmented Generation (RAG), our system
eration (RAG) [6] model efficiently retrieving relevant content.
efficiently retrieves relevant content, independent of prior user in-
By crafting query keywords using LLMs, the system adapts to
teractions, and ensures consistent performance across languages.
user preferences in real time, providing relevant and language-
Preliminary testing shows our system outperforms the RAG base-
consistent recommendations.
line by up to 24% in less descriptive queries and demonstrates
This paper makes the following contributions: (1) Develop-
consistent performance across three languages. While the results
are promising, further evaluation focusing on user interaction ment of a Keyword-Based Recommendation System:
We in-
troduce a novel approach that utilizes LLMs to generate keyword-
and satisfaction is necessary. Our approach can potentially be
based descriptions for content and user queries, enabling more
extended to other recommendation systems, offering broader
personalized and adaptive recommendations. (2) Exploration of
applicability and enhanced content personalization.
Two User Interaction Models: We propose and evaluate two
Keywords distinct interfaces for user interaction—a conversational chat-
based model and a structured question-answering model, where
large language models, recommendation system, search system,
the system refines recommendations through a series of targeted
retrieval augmented generation
yes/no questions generated by the LLM. (3) Comprehensive
1 Evaluation Strategy: We outline a detailed plan for evaluating Introduction
the system’s performance in a production environment, focusing
The surge in video streaming platforms has accelerated the de-
on its ability to deliver consistent, high-quality recommendations
mand for personalized content recommendations. As these plat-
across different languages and user contexts.
forms expand their libraries and user bases, the challenge of
delivering precise, user-specific recommendations intensifies. In
this dynamic environment, streaming services must quickly adapt 2 Related Work
to provide accurate recommendations, which are crucial for main- Recommender systems have progressed from techniques such
taining user engagement and ensuring satisfaction.
as collaborative filtering and matrix factorization to more com-
Existing recommendation systems primarily rely on historical plex models that incorporate deep learning. The advent of large
user interaction data, such as viewing history and ratings. This language models (LLMs) has enabled innovative methods for
dependence leads to significant challenges, such as the cold start interacting with these systems [11], particularly when combined
problem, where new users or newly added content lack sufficient with retrieval techniques [9]. One of the most promising advance-
data for accurate recommendations. Additionally, these systems ments in this area is the use of Retrieval-Augmented Generation
often fail to account for users’ immediate preferences, which can (RAG) models, which integrate the powerful text generation ca-
change dynamically due to various factors such as mood, viewing pabilities of LLMs with retrieval-based methods to improve rec-
context (e.g., watching alone or with a group), or recent events ommendation accuracy and relevance [6]. in the user’s life. This gap highlights the need for more adaptive
Recent advancements in conversational recommender systems
and responsive recommendation mechanisms. have focused primarily on integrating LLMs with traditional rec-
Recent advancements in Large Language Models (LLMs) present ommender systems or fine-tuning LLMs using user-item interac-
an opportunity to address these limitations. LLMs offer significant tion data [9], [10], e.g., [8], [4], and [5]. These approaches, while
potential due to their emergent reasoning abilities, their capacity effective, often rely heavily on historical user data, leading to
to extract high-quality representations of textual features, and challenges such as the cold start problem. This reliance under-
their ability to leverage the vast external knowledge encoded scores the need for novel methods that reduce dependency on
within them [10], [7]. By harnessing LLMs, it is possible to create
past interactions and leverage real-time retrieval mechanisms to
∗ enhance content recommendations [2].
All authors have contributed equally.
To address these challenges, recent work by Di Palma et al.
Permission to make digital or hard copies of part or all of this work for personal
(2023) [2] introduced a Retrieval-Augmented Recommender Sys-
or classroom use is granted without fee provided that copies are not made or
tem, which combines the strengths of LLMs and retrieval-based
distributed for profit or commercial advantage and that copies bear this notice and
the full citation on the first page. Copyrights for third-party components of this methods. Their approach employs LLMs both at the conversa-
work must be honored. For all other uses, contact the owner /author(s).
tional layer and the backend retrieval process, thereby improving
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
recommendation relevance, particularly in scenarios with sparse
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.sikdd.10 data or new users. Their experimental results demonstrated that
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Mark David Longar, Jakob Fir, and Bor Pangeršič
this RAG-based framework performs comparably to state-of-the-
art systems, even in zero-shot scenarios, underscoring the poten-
tial of such an approach to mitigate cold start and hallucination
problems inherent in LLMs.
Our approach builds on the strengths of RAG-based models by
introducing a keyword-based recommendation system that oper-
ates within a RAG framework. This system ensures consistent
performance across multiple languages and adapts to real-time
user preferences without relying on historical user data.
3 Data
The data used in this study was provided by our partner United
Cloud, who operate a multinational streaming service in the
1
Balkan region, EON TV . The EON platform encompasses a vari-
ety of content, such as video-on-demand (VOD) movies and TV
Figure 1: Overview of the Recommendation Pipeline.
shows, as well as live TV channels. We focused exclusively on
VOD movie data, although our approach is capable of accommo-
dating multiple content types.
The VOD movies data set comprises nearly 5000 movies in 4.2 User Interface
various languages. Each movie is accompanied by a brief descrip- Our proposed user interface designs (see Figure 2) offer two main
tion averaging around 460 characters (5-6 sentences) in multiple ways for users to interact with our recommendation core. Be-
languages. In cases where multiple translations were available, sides a direct search, where the user submits a query and receives
we opted for the original language of the movie; otherwise, we recommendations in a single step, we propose: A chatbot, (a) chose the first available translation. which assists users in narrowing down their options through a
conversational interface. The chatbot provides recommendations
4 Methodology at each response, allowing for a multi-step interaction that re-
4.1 fines the search results progressively. An inquisitive method, (b) Recommendation Mechanism
where an agent asks the user a series of Yes/No questions to
The core of our recommendation system is the generation of tex-
narrow down the search. Keywords are generated based on the
tual representations of content. Instead of using movie descrip-
user’s responses, making it particularly useful for users who are
tions directly, we employ the LLM to generate a set of English
uncertain about what they want to watch. This approach shifts
keywords and related movies. This approach prevents the model
the burden of knowing what to query from the user to the system,
from overemphasizing less relevant details, such as specific plot
streamlining the recommendation process.
points, that may not be central to the user’s query. User queries
Each of these designs aims to enhance user engagement and
follow a similar approach, where the LLM generates a set of
satisfaction by providing tailored interactions that cater to differ-
relevant keywords, as well as any possibly relevant movies.
ent user preferences and needs.
One of the key advantages of this method is its ability to
abstract core concepts from user queries using the LLM, aligning 5 Evaluation better with the keywords generated from movie descriptions.
We have developed a twofold approach for addressing the evalu-
The LLM-generated keywords from both the movie descriptions
ation of our model:
and user queries are designed to encapsulate the essential topics
First, to gauge the effectiveness of our keyword-based ap-
and themes. By aligning the keywords generated from movie
proach for recommendation, we curated a small multilingual
descriptions with those derived from user queries, our system
evaluation dataset to test our core recommendation mechanism.
enhances the relevance of the recommendations. This alignment
This dataset includes queries in various languages along with
is crucial in ensuring that the retrieved movies resonate with
their expected recommendations. We compared the performance
the user’s expressed interests, even when these interests are
of our mechanism with a baseline RAG system that directly em-
not articulated well. Furthermore, the use of in-context learning
bedded user queries and movie descriptions.
allows the system to maintain its performance without extensive
Second, to assess the efficiency and user satisfaction of our sys-
fine-tuning [3], making it both efficient and effective.
tem in real-world situations, we have devised an evaluation plan
The rest of the recommendation system follows the Retrieval-
to test our system in production. This strategy utilizes a struc-
Augmented Generation (RAG) [6] pipeline (see Figure 1). The
tured A/B testing framework to conduct precise comparisons
RAG pipeline operates by first generating textual representations
between our semantic recommendation system and conventional
of movies, which are then embedded into a vector space. These
search, addressing distinct aspects of user experience and system
embeddings are stored in a vector database, allowing for efficient
performance.
similarity searches. When a user submits a query, the system
generates a corresponding representation, embeds it into the
same vector space, and retrieves the top 𝑘 most similar movie 5.1 Evaluation dataset
embeddings from the database. This process ensures that the rec- To create our evaluation dataset, we carefully selected 25 movies
ommendations are both contextually relevant and semantically across multiple languages, including both well-known and lesser-
aligned with the user’s input. known titles. For each movie, we formulated two types of queries
to assess the system’s retrieval accuracy: and Descriptive General
1No EON user data was used. queries.
Semantic video content search and recommendation Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
The queries were designed to simulate scenarios recommendation links, and Watch Time to gauge the duration Descriptive
where the user knows exactly what they are looking for. For users engage with recommended content. Additionally, immedi-
instance, a query for the movie might be, "I am ate user reactions are captured through Like/Dislike Ratios, while Messi (2014) looking for inspirational documentaries about famous athletes, more detailed user feedback is collected via surveys administered
such as Lionel Messi and his rise through football." In contrast, after interactions.
the queries were intended to test situations where the : We analyze User Interaction Patterns, such General Behavioral Metrics user has only a rough idea of what they want to watch, which is as search frequency and refinement actions, and System Usage
likely more common in real-world environments. An example Frequency to determine how different demographics utilize the
of a general query for the same movie might be, "soccer movies system and to identify any potential biases in system engagement.
that will inspire me." We also record the search time and number of queries needed for
To evaluate the system’s performance across different linguis- a decision.
tic contexts, we manually translated these queries into English,
Serbian, and Slovenian. We then compared the performance of 6 Results our keyword-based retrieval mechanism against a baseline RAG
The outcomes presented in Table 1 showcase the performance of
model that directly used user queries and movie descriptions
both models in various query types and languages, as measured
without generating keywords.
by accuracy at the top 5 and top 10 recommendations.
The results reveal that the baseline model surpasses (or matches)
5.2 the performance of the keyword mechanism in the case of De- Experiment Design
scriptive queries, particularly in terms of Accuracy@5. However,
We have divided our user base into four distinct groups to facili-
in terms of Accuracy@10, the two models demonstrate relatively
tate a detailed comparative analysis, aligned with our proposed
similar performance. Conversely, the keyword model shows sig-
user interface designs: General
nificant performance enhancements for queries, partic-
Baseline Group: This control group doesn’t use our system, but ularly in Accuracy@10, indicating its capacity to adapt to non-
instead finds movies and receives recommendations based on the
specific content descriptions. Additionally, the keywords model
traditional recommendation methods, a common practice in the
consistently performs well across different languages, whereas
industry.
the baseline model shows fluctuations of up to 28% across lan-
Direct Semantic Search Group: This control group interacts guages.
with a straightforward search interface. Users submit a query
In summary, the keywords model allows for more general and
and receive recommendations in a single step. This approach
multilingual queries, while the baseline model excels at retrieving
provides immediate suggestions based on the user’s input, mim-
very specific content.
icking traditional full-text search practices.
Chatbot Group: Participants in this treatment group use a con-
Table 1: Evaluation results on the descriptions and gen-
versational interface (interface ), where a chatbot assists in a
eral queries data sets. LLM embeddings were generated
narrowing down options. The chatbot provides recommenda-
using OpenAI’s text-embedding-3-large model. The Key-
tions at each response, enabling a multi-step interaction that
words model used GPT-4o.
progressively refines the search results. This design enhances
engagement by simulating a natural conversation.
Inquisitive Method Group: Users in this group engage with Accuracy@5 Accuracy@10 an agent that asks a series of Yes/No questions to narrow down
Keywords Baseline Keywords Baseline
the search (interface ). Keywords are generated based on the b
user’s responses. Descriptive Queries
English 60% 64% 68% 68%
The evaluation will be conducted continuously, starting with a
Serbian 56% 72% 80% 84%
focused initial phase over the first month post-implementation
Slovenian 56% 72% 80% 84%
to address immediate usability and performance issues, followed
by ongoing monitoring to capture long-term user engagement General Queries
and satisfaction. English 28% 44% 44% 68%
By implementing this structured evaluation framework, we aim Serbian 44% 52% 52% 68%
to comprehensively understand the impact and effectiveness of Slovenian 44% 56% 56% 72% our semantic recommendation system, guiding further refine-
ments and ensuring that the system meets user needs and expec-
tations.
6.1 User Interface Implementation
5.2.1 Metrics We would like to measure how users interact We implemented our proposed interface design using Flutter, with our system in two main ways: First, we would like to know which guarantees functionality across a variety of devices, includ-
how engaged and satisfied they are with our recommendations, ing iOS, Android, Windows, and web browsers. This cross-device
i.e., do users find our system frustrating to navigate, and whether compatibility is crucial as it ensures that all users, regardless
they watch movies recommended by our system. The second of their preferred platform, have access to our application. The
set of metrics will aim to capture how different demographics support for mobile devices is particularly useful in our interroga-
interact with our system, as a major goal is to remove any biases tion design, where users can easily navigate through options by
such as language or age. swiping cards left or right.
Engagement and Satisfaction Metrics: These include Click- Additionally, we integrated Tipko [1], a Slovenian transcrip-
Through Rate (CTR), which measures the percentage of clicked tion service, to facilitate voice-to-text capabilities. This feature
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Mark David Longar, Jakob Fir, and Bor Pangeršič
enhances user convenience by enabling voice communication integrations, such as the user’s calendar. We also intend to expand
with our chat bot, removing the necessity for typing. our user interface by introducing new forms of interaction, such
as movie trailers and multiple-choice questions.
To overcome the limitations of our movie information, we
are interested in delving deeper into the content by analyzing
subtitles using a local language model. Additionally, we aim to
broaden our database to include other types of content, such as
live channel content and special time-limited events like Eurovi-
sion, Eurobasket, and the FIFA World Cup.
Finally, we are interested in the integration of a traditional
recommendation models that utilize historical watch data or
ratings to re-rank our recommendations.
Acknowledgments
This project was made in collaboration with United.Cloud and
In516ht for the 2024 Data Science Competition, organized by The
Faculty of Computer and Information Science at the University of
Ljubljana. We thank our advisors Slavko Žitnik, Aljaž Košmerlj,
Klementina Pirc, and Rebeka Merhar for their contributions.
References
[1] Primož Bratanič. Transkript app | Samodejna transkripcija
slovenskega govora. May 2024. url: https://transkript.si/.
Figure 2: Implementations of our (a) Chatbot (left) and (b) [2] Dario Di Palma. “Retrieval-augmented recommender sys-
Inquisitive (right) user interface designs. tem: Enhancing recommender systems with large lan-
guage models”. In: Proceedings of the 17th ACM Conference
on Recommender Systems. 2023, pp. 1369–1373.
7 Discussion [3] Elnara Galimzhanova et al. “Rewriting Conversational
Utterances with Instructed Large Language Models”. In:
This report introduces a new content recommendation mecha-
(Oct. 2023). doi: 10.1109/wi- iat59888.2023.00014. (Visited
nism and three ways to interact with it. Table 1 demonstrates the
on 05/22/2024).
success of our keyword retrieval model in understanding general
[4] Yunfan Gao et al. “Chat-rec: Towards interactive and ex-
user preferences while still performing well when searching for
plainable llms-augmented recommender system”. In: arXiv
specific content. Moreover, its consistency across languages and
its ability to retrieve content using specific descriptions as well preprint arXiv:2303.14524 (2023).
[5] Xu Huang et al. “Recommender ai agent: Integrating large
as general themes make it well-suited for a diverse user base.
language models for interactive recommendations”. In:
Additionally, the keyword model allows seamless integration
with both the arXiv preprint arXiv:2308.16505 (2023). Chatbot and Inquisitive methods. Moreover, our
[6] Patrick Lewis et al. “Retrieval-augmented generation for
system could be extended to dynamically adjust keyword genera-
knowledge-intensive nlp tasks”. In: Advances in Neural
tion based on user-specific factors such as viewing history, local
time, weather, and current mood indicators. This personalization Information Processing Systems 33 (2020), pp. 9459–9474.
[7] Peng Liu, Lemei Zhang, and Jon Atle Gulla. “Pre-train,
ensures that the recommendations are not only relevant to the
Prompt, and Recommendation: A Comprehensive Survey
content but also tailored to the user’s immediate context and
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mender Systems”. In: Transactions of the Association for
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[8] Zihan Liu et al. “ChatQA: Building GPT-4 Level Conver-
orbitant. Furthermore, our model’s performance is commendable
sational QA Models”. In: arXiv preprint arXiv:2401.10225
given our limited knowledge about the movie content but relies
(2024).
on the assumption that the language model may have more infor-
[9] Arpita Vats et al. “Exploring the Impact of Large Language
mation about a movie than our dataset. It’s worth noting that, in
Models on Recommender Systems: An Extensive Review”.
the short term, it appears that models are continually improving,
In: (2024). arXiv preprint arXiv:2402.18590
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[10] Likang Wu et al. “A survey on large language models for
Lastly, as with any chat application that involves user inputs,
recommendation”. In: 27.5 (2024), p. 60. World Wide Web
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[11] Bowen Zheng et al. “Adapting Large Language Models
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by Integrating Collaborative Semantics for Recommenda-
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ICDE60146.2024.00118.
In future work, we plan to further explore methods for improving
user experience and personalization. Our initial experiments have
involved incorporating the user’s time, location, and weather to
enhance results. Moving forward, we aim to explore additional
Continuous Planning of a Fleet of Shuttle Vans as Support for
Dynamic Pricing
Filip Stavrov Luka Stopar
stavrovf@gmail.com luka.stopar@ijs.si
Jožef Stefan Institute Jožef Stefan Institute
Jamova cesta 39 Jamova cesta 39
Ljubljana, Slovenia Ljubljana, Slovenia
ABSTRACT Once we receive these predictions, our goal is to simulate
reservations based on this data. For instance, if the predictions
This paper solves the problem of estimating the number and type indicate that 12 passengers will travel from Ljubljana to Koper on
of required resources for pickup and delivery of passengers at some October 20, 2024, we would simulate reservations using sampling
time in the future. By combining optimization and sampling techniques. One particular example is creating four separate
methods, as well as making plans based on several statistical bookings—one for five passengers, one for three, and two for two
samples, we estimate the real values for the required resources passengers each. We will introduce the sampling techniques used
and show how the sample values converge towards the real values. in this process in greater detail later on.
Our approach combines machine-learning based demand
predictions, for the number of passengers, and a route After generating these reservations, the next step is to input them
optimization engine that assigns the passengers into shared shuttle into the Route Optimization Engine to generate a plan for that day.
vehicles. In order to validate our method we create a baseline data This plan will specify the number of vehicles required and the
that is representative of the real values. We test our approach using specific reservations each vehicle will serve.
this baseline data, and we obtain statistically significant results.
The main hypotheses that our approach explores and
KEYWORDS experimentally tests are the following:
statistical samples, demand predictions, route optimization engine, H1: We can accurately estimate the number of required
resources using optimization methods based on
sampling techniques, optimization technique
predicted passenger numbers.
1 H2: Monte Carlo sampling of historical distributions can INTRODUCTION
effectively model uncertainty in demand predictions,
The effective allocation of resources is a critical topic in the mobility leading to stable resource estimations.
industry. Anticipating the number and type of resources required H3: Creating plans based on several sample values will
can significantly enhance a company's ability to plan accurately for converge towards the actual number of required
the future. Our work addresses this challenge by focusing on how resources.
to estimate the number and type of vehicles needed for passenger
pickup and delivery at a future time. The input to our problem On the other hand, the key assumptions and limitations that
consists of machine learning-based demand predictions, which underline our research are:
provide estimates of the number of passengers across various Prediction Accuracy: We assume that the predictions routes offered by the company. These predictions are provided
effectively estimate the number of future passengers.
daily and further broken down into hourly estimates for each day. Passenger Distribution: We assume that the number of
∗Both authors contributed equally to this research. passengers follows a Poisson distribution and that the
distributions on different routes are independent.
Permission to make digital or hard copies of part or all of this work for Independence: We assume that the passenger personal or classroom use is granted without fee provided that copies are not
made or distributed for profit or commercial advantage and that copies bear distribution and the window type distributions are
this notice and the full citation on the first page. Copyrights for third-party independent to each other.
components of this work must be honored. For all other uses, contact the Concept Drift: We assume there is no concept drift in the owner/author(s). data, meaning the underlying data patterns do not Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia © 2024 Copyright held by the owner/author(s). change over time.
https://doi.org/10.70314/is.2024.sikdd.27
291
2 RELATED WORK The process begins with demand predictions and culminates in the
generation of reservation data. Critical steps include sampling the
The problem of resource allocation in the mobility industry, number of passengers per reservation, the window type, and the
particularly in the context of vehicle routing and passenger demand window length. Sampling is done from probabilistic distributions
prediction, has been extensively studied. Traditional methods for derived from historical data, with the distributions illustrated
vehicle routing often rely on static models that assume known and below.
deterministic demand. However, recent advances in machine
learning and optimization have enabled more dynamic approaches
that can account for uncertainty and variability in demand. [3][4]
For instance, predictive analytics has been employed to forecast
passenger demand using historical data, which can then be fed into
optimization algorithms to determine the optimal allocation of
vehicles. Monte Carlo simulation is another technique commonly
used to model uncertainty in demand predictions, providing a
probabilistic framework for decision-making under uncertainty. [2]
Moreover, dynamic vehicle routing approaches, have
demonstrated the benefits of real-time adjustments to routing
plans based on updated demand information. [1] The integration
of these methodologies into a continuous planning framework is Figure 2. Window type distribution
relatively novel and addresses the limitations of static planning
approaches, particularly in highly variable and uncertain
environments. [1][5]
3 METHODOLOGY
Our methodology begins with demand predictions for the number
of passengers, and the ultimate goal is to determine the number
and type of vehicles required, as well as the reservations each
vehicle will serve. The figure below provides a detailed overview of
this process.
Figure 3. Window length distribution
Figure 1. Methodology
Starting with the demand predictions, we apply sampling
techniques to simulate reservation data. Specifically, we take the
predicted number of passengers for different routes at various
Figure 4. Number of passengers distribution
times and generate reservations through sampling. This
reservation data follows a specific format, including fields such as Please note that from a single demand prediction input file, we
ID, start location, end location, pickup time, and more. Key generate 100 independent samples of reservation data. This
attributes include the number of passengers per reservation and approach introduces uncertainty through probabilistic sampling.
the window type, which reflects travel preferences. For instance, Each independent sample is then submitted as a separate job to
some passengers may prefer a private vehicle (VIP), while others the Route Optimization Engine, where it solves a vehicle routing
are open to sharing the ride. Additionally, the window interval is problem with time constraints. The output for each job is a plan
crucial—it can be a specific time or a more flexible period, affecting corresponding to the reservation data. Our final objective is to
both the service pricing and overall experience. These factors will aggregate these results and analyze the insights they provide.
be incorporated into the dynamic pricing model later on.
292
4 RESULTS is acceptable given the overall similarity to the global mean, and
the sampling of values. Thus, despite the variance, the sampled
After solving all 100 jobs, we obtained 100 independent plans and values converge towards the actual values. This error distribution
began analyzing the results. As shown in the figure below, the is displayed on the figure below.
distribution of the number of passengers yielded a mean value of
325.87 with a standard deviation of 16.85. For the number of
vehicles, the mean was 38.01 with a standard deviation of 3.06. It’s
notable that the passenger data exhibits significantly more
variance compared to the vehicle data. This is expected, as
passengers are grouped into visits, and visits are then allocated to
vehicles, resulting in less variation in the vehicle count.
Figure 7. Required vehicles - error distribution
To statistically test whether the sampled and baseline data have
the same mean number of vehicles, we conducted a Welch's t-test.
The results showed a test statistic of 0.59, a p-value of 0.55, and a
95% confidence interval ranging from -0.64 to 1.23. Given the p-
value, we fail to reject the null hypothesis, meaning there is no
Figure 5. Sampled data: visits, vehicles and passengers statistically significant difference between the sampled and
distributions baseline vehicle counts. Additionally, the range of the mean
difference of vehicles between the sampled and the baseline data,
To further validate our approach, we created a baseline using the which is from - 0.64 to 1.23, falls within our practical significance
same data from which the demand predictions were generated. threshold of up to 2 vehicles, further supporting the similarity
We generated 100 samples from this baseline and submitted them between the two datasets. This indicates that we can effectively
as independent jobs. Upon completion, we compared the baseline estimate the number of required resources by applying
results with those of our sampled data. The mean number of optimization techniques on top of the demand prediction values.
vehicles from the baseline was 37.81 with a standard deviation of
3.01, which closely aligns with the values from our sampled data. We also analyzed the mean number of vehicles and observed that
You can observe the comparison on the figure below. this value converges toward the actual values as the number of
samples increases. This is shown on the figure below.
Figure 6. Comparison of required vehicles between sampled and
baseline data Figure 8. Convergence of means of sampled vehicles
We also analyzed the error distribution for the number of vehicles Finally, after obtaining both the number of passengers and the
between the baseline and sampled data, finding a mean absolute number of vehicles, we decided to fit a linear regression to explore
error of 3.16. This suggests that the difference between the two whether we could simplify the process and avoid the detailed
sets is minor, considering the sampling of data, and it is indicating approach previously described. As illustrated in the figure below,
a good alignment. Additionally, the average number of vehicles in the regression line serves as a reasonable estimator for the number
both the sampled and baseline data is quite similar. While the mean of vehicles based on the number of passengers. However, this
absolute error reflects some variability in the sampled values, this model struggles to capture the non-linear relationships influenced
293
by various optimization types, window lengths, and travel modes, ACKNOWLEDGMENTS
resulting in considerable variance around the regression line. While
it is generally true that a higher number of passengers correlates Our research is part of a broader, multi-partner initiative called
with an increased number of vehicles, this relationship can be CONDUCTOR. The primary objective of this project is to design,
misleading. Different travel types can accommodate more integrate, and demonstrate advanced, high-level traffic and fleet
passengers per vehicle, which can disrupt the linear relationship, management systems. These systems aim to optimize the transport
especially in cases where these travel types dominate. of passengers and goods efficiently on a global scale, ensuring
Consequently, although the linear regression provides a solid seamless multimodality and interoperability. The CONDUCTOR
approximation, it overlooks essential non-linear factors that are project is co-funded by the European Union’s Horizon Europe
critical to our analysis. Our approach, which integrates these research and innovation programme under the Grant Agreement
factors, demonstrates greater robustness and effectiveness. The No 101077049.
linear regression line and the data correlation are presented in the
figure below. REFERENCES
[1] Berbeglia, G., Cordeau, J. F., & Laporte, G. (2010).
Dynamic pickup and delivery problems. Transportation
Research Part B: Methodological, 44(5), 667-684.
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[2] Ulmer, M. W., Thomas, B. W., & Mattfeld, D. C. (2018).
Preemptive depot returns for same-day delivery under
uncertain customer availability. European Journal of
Operational Research, 269(2), 356-371.
https://doi.org/10.1016/j.ejor.2017.08.008
[3] Bertsimas, D., & Sim, M. (2004). The Price of Robustness.
Operations Research, 52(1), 35-53.
Figure 9. Regression Analysis https://doi.org/10.1287/opre.1030.0065
[4] Ghiani, G., Guerriero, F., Laporte, G., & Musmanno, R.
5 CONCLUSION (2003). Real-time vehicle routing: Solution concepts,
algorithms and parallel computing strategies. European
In conclusion, our findings demonstrate that we can effectively Journal of Operational Research, 151(1), 1-11.
estimate the number of required resources by employing https://www.sciencedirect.com/science/article/abs/pii/
optimization methods based on predicted passenger numbers. As S0377221702009153
the number of samples increases, the sampled values consistently [5] Psaraftis, H. N., Wen, M., & Kontovas, C. A. (2016).
converge toward the actual resource requirements, reinforcing the Dynamic vehicle routing problems: Three decades and
reliability of our approach. Alternative methods, such as linear counting. Networks, 67(1), 3-31.
regression, fail to adequately address the non-linear complexities https://doi.org/10.1002/net.21628 inherent in resource allocation, such as varying optimization types
and window lengths. Our method, which incorporates these
factors, proves to be a far more accurate and effective solution for
resource estimation in the mobility industry.
294
Knowledge graph Extraction from Textual data using LLM
Khasa Gillani Erik Novak
khasagillani22@gmail.com erik.novak@ijs.si
Jožef Stefan Postgraduate School Jožef Stefan Institute
Ljubljana, Slovenia Ljubljana, Slovenia
Klemen Kenda Dunja Mladenić
klemen.kenda@ijs.si dunja.mladenic@ijs.si
Jožef Stefan Institute and Qlector Jožef Stefan Institute and
Ljubljana, Slovenia Jožef Stefan Postgraduate School
Ljubljana, Slovenia
ABSTRACT
Entity 1 Entity 2 Relation
The advent of Large Language Models (LLMs), such as Chat- JSI Slovenia located in Assets GPT and GPT-4, has revolutionized natural language process- Termboard Research AI JSI area ing, opening avenues for advanced textual understanding. This
study explores the application of LLMs in developing Knowledge KG Note Note graphs from textual data. Knowledge graphs offer a structured Input Generate text GPT ptompt representation of information, facilitating enhanced comprehen-
sion and utilization of unstructured text. We intend to construct
Knowledge graphs that capture relationships and entities within
diverse textual datasets by harnessing LLMs’ contextual under- Figure 1: Overview of proposed approach where input text
standing and language generation capabilities. The primary goal is processed through a Termboard to generate a structured
is to explore and understand how well LLMs can identify and prompt for LLM, creating an entity-relation table to build
extract relevant entities and relationships from textual data using a Knowledge graph (KG).
prompt engineering while contributing to structured knowledge
representation. labor-intensive and requires expert knowledge. However, con-
KEYWORDS structing Knowledge graphs from unstructured text is intricate
and depends on sophisticated natural language processing (NLP)
Knowledge graph, Large Language Models, prompt engineering, methods, including named entity recognition (NER) and relation
information extraction, textual data extraction. The advancement of LLMs like GPT-4 presents an op-
portunity to automate and improve this process as illustrated in
1 INTRODUCTION Figure 1. Utilizing LLMs can lead to more efficient, scalable, and
In an era where data is ubiquitous, efficient organization, retrieval, accurate Knowledge graph construction, thereby unlocking new
and interpretation of textual information are crucial. Knowledge possibilities in information management and AI applications.
graphs, representing facts and relationships in structured forms,
play a pivotal role in various AI applications, from enhancing 2 BACKGROUND
search engines to powering recommendation systems. However, An overview of recent research in Large Language Models and
the construction of these graphs is often hindered by the complex- Knowledge graphs is provided in this section, which also empha-
ity and variability of human language. This paper explores the sizes the potential for their integration.
potential of Large Language Models, like GPT-4, to revolution-
ize this process. By leveraging their advanced natural language 2.1 Large Language Model (LLM)
understanding capabilities, we aim to automate and refine the Large Language Models are advanced AI systems pre-trained
extraction of knowledge from textual datasets. The fundamental on extensive data, enabling them to comprehend and produce
purpose of this research is to understand the extent to which human language. Their recent surge in popularity is due to their
LLMs can identify and extract relevant entities and relationships proficiency in various language-processing tasks, including text
from textual data and then build a Knowledge graph using the completion, translation, summarization, and answering ques-
extracted information. tions. These models, primarily based on transformer architecture,
The motivation behind this study stems from the growing need utilize self-attention mechanisms through encoder-decoder mod-
to effectively manage and utilize the vast amounts of textual data ules. Encoders transform input text into numerical embeddings
generated daily. Knowledge graphs offer a structured and intu- that reflect the context and meaning, while decoders use these
itive way to represent information, but their construction is often embeddings to generate coherent and pertinent textual output.
The large language models feature a decoder-only architecture
work must be honored. For all other uses, contact the owner/author(s). Permission to make digital or hard copies of part or all of this work for personal and, thus, make a prediction of the target output text using only or classroom use is granted without fee provided that copies are not made or the decoder module. The training paradigm for these models is distributed for profit or commercial advantage and that copies bear this notice and to predict the next word in the sentence. Generally, large-scale the full citation on the first page. Copyrights for third-party components of this decoder-only LLMs such as ChatGPT [7] and GPT-4 [2], focus on Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia human-like language output, predicting subsequent words based © 2024 Copyright held by the owner/author(s). on the preceding text for tasks like text generation. https://doi.org/https://doi.org/10.70314/is.2024.sikdd.15
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Khasa and Dunia, et al.
Table 1: Simplified comparison between Large Language Models (LLMs) and Knowledge graphs (KGs)
Feature LLM KG
Knowledge type Broad, general knowledge Structured, domain-specific knowledge
Data handling Flexible, can process varied inputs Requires structured data
Accuracy May lack precision in understanding Highly accurate with structured data
Understanding Can interpret and generate language Designed for specific queries and relationships
Adaptability Adapts to new information by retraining Adaptable when updated with new data
Transparency Often seen as "black boxes" with unclear reasoning Clear decision-making pathways
Error rate Can make mistakes due to broad generalizations Can be prone to errors if data is incorrect or missing
Complexity Handles complex language tasks Manages complex relationships and attributes
Usage Broad applications in text generation, translation, Used for specific tasks like recommendations, search
etc. optimization
Scalability Scales with computational power Scales with the amount of structured data available
2.2 Knowledge graph (KG) and KGs can perpetuate biases present in their training data or
Knowledge graphs are structured representations of information construction methodologies. In conclusion, both LLMs and KGs
that depict the relationships between entities in a specific domain. have their unique strengths and challenges. While LLMs excel
They are used extensively in various applications, such as search in general language processing and knowledge extraction from
engines, recommendation systems, and question-answering sys- vast corpora, KGs provide a structured and interpretable way to
tems. These graphs use detailed connections between data to organize explicit knowledge. These differences underscore the
help with smart thinking, finding specific information easily, and potential benefits of integrating LLMs and KGs to create more
running applications that use knowledge. Hence, allows us to robust AI systems that leverage the strengths of both approaches.
better understand and use information across multiple fields.
Knowledge graphs provide a structured way of representing in- 3 PROOF OF CONCEPT: ANALYSIS AND
terconnected knowledge. They are precise and consistent, aiding KNOWLEDGE GRAPH GENERATION
in decisive and informed decision-making. KGs are particularly This section demonstrates how to process and analyze textual
valuable for their interpretability and explainability due to the data to build a Knowledge graph using LLM. It is important to
explicit representation of entities and relationships. They can mention that prompt engineering [5] is of great importance when
capture domain-specific information accurately and evolve to it comes to the results generated from ChatGPT. Since it is a gen-
incorporate new data. However, KGs may suffer from incom- erative model, small variations in the input sequence can create
pleteness and may not always reflect the most recent or unseen large differences in the produced output as demonstrated below.
facts. They also typically cannot understand natural language in We use two different textual files containing contextual data: (i)
an unstructured format [3][6]. Moreover, KGs are preferred in APRIORI proposal (containing project details, job description,
scenarios where explainability and interpretability are crucial, as potential candidate skills, hosting organizations, etc.) and (ii)
they provide structured knowledge representation. ADRIA Motorhome instruction manual (containing textual as
The comparison between Large Language Models and Knowl-2.3 well as tabular data). Moreover, building KG out of the ADRIA Combining LLM and KG instruction manual has potential applications for the manufac- turing industry. edge graphs (Table 1) can be supported by various references that
Language Models like ChatGPT [7] are celebrated for their gen- We compare ChatGPT-3.5 and GPT-4 extracted entities and rela- eralizability and ability to process diverse text data, allowing highlight their respective strengths and weaknesses [4]. Large 3.1 Using ChatGPT Prompts:
them to perform various language-related tasks without exten- tions using the same prompts. We use Termboard1 which offers
sive task-specific training. They can act as reservoirs of general customized ChatGPT prompts to create terms, entities, and rela- tions to visualize larger graphs from the provided text. knowledge, aiding in information synthesis and research. Their Prompt: Extract an ontology and create a table of relations with proficiency in language processing is useful in tasks like natural 3 columns in this order: source, target, and relation name. Also language understanding and sentiment analysis. However, they Create a table with 2 columns: put in the first column the name can suffer from hallucinations, where they generate plausible but of the term and in the second column an elaborate definition of factually incorrect information. Their "black-box" nature makes the term. Use this text as a basis: ¨ APRIORI ¨ - (contains textual it difficult to understand the internal decision-making processes, data about the job description, candidate skills, project description, and they can be indecisive, producing uncertain responses to hosting organization, etc) . ambiguous inputs. Additionally, while they have vast general Observing the Knowledge graphs generated by ChatGPT-3.5 knowledge, they may not be up-to-date with domain-specific or (Figure 2) and GPT-4 (Figure 3); we notice, that it didn’t extract all the latest information. Critics of LLMs argue that these models entities and relations and missing terms/concepts. For this reason, lack transparency and interoperability. we ran the second prompt, where we redefined a more detailed Recent research [3] [4]efforts are, however, improving LLM’s prompt to ask GPT-4 to explicitly generate a comprehensive interpretability through techniques like attention mechanisms ontology including all entities and relations from the provided and model introspection. KGs also present advantages over LLMs text, categorize entities into types like Persons, Organizations, by providing knowledge about long-tail entities, thus improv-
ing recall for knowledge computing tasks. However, both LLMs 1https://termboard.com/
Knowledge graph Extraction from Textual data using LLM Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
AI Production
Research Katholieke Horizon TMA Universiteit
Integrated Partner Department MSCA Leuven
explainaibilty learning for Active efficiency End-use strategy Organization of AI Slovenia CO2 Research facility Address emission conducts Active Aims to develop Funds uncertainty in Jožef Stefan learning CO2 Participant Doctoral Located in with Institute emissions candidate Recommends reduction of Collaborates Address Complexity of energy Explainability trains APRIORI Manufacturing trains APRIORI Job Develops goods Enroll at Linked to Contributes to description DC9 in Collaborates with Research Data Mining Doctoral Sustainable Involves candidate in Educates Collaborates with Research in Collaborates manufacturing
Focuses on Support transition of Machine Participate Develops with End-use
learning Jožef Stefan semantic energy
Manufacturing Visual Institute technologies efficiency Host sector inspection Internation Linked to Partner Industrial Energy agency
Organization Machine applications
Doctoral network Horizon TMA Manufacturing Machine learning Research in MSCA Partner EU Language sector learning,Data mining Organization manufacturing technologies Industry 4.0
sector Sensor
networks Additive
Manufacturing Part of
Figure 2: The KG generated using ChatGPT-3.5 contains 20
entities. It was able to extract entities and link them to re- Figure 4: The KG generated by GPT-4 contains 22 entities. It
lations, but it failed in abstracting concepts and specifying Identified more key entities and relevant concepts and iden-
entities (i.e. partner organizations, location, etc.). tified suitable relations to connect them (i.e. participant-
Katholieke Universiteit Leuven). However, it didn’t cover
Horizon TMA MSCA Doctoral all relations and classes (i.e. skills). We also notice a few
MSCA network
Slovenia Recruits duplicated entities(i.e. data mining, CO2 emission, etc.)
Salary
AI Located in Supports Doctoral and some independent entities (i.e. sustainable manufac-Regulates Part of candidate turing). Active Research area trains APRIORI learning
Natural Ehnace Subject of
Sciences Manufacturing in is experiencing Specilaizes in fers PhD position Products sector an evolving trend Of Participate Is located close to the End-use
Machine Jožef Stefan Customizations city center of Ljubljana Research area energy Research Institute efficiency careers learning Research area Explainable Specilaizes in varios Msc degree AI
Manufacture certificates Data Jožef Stefan research area,
mining Data Research area engineering Institute including AI EU Linked to Language List of manufacturing Critical part of technologies publications sector components Horizon TMA MSCA Is a Marie Sklodowska- doctoral network: Curie doctoral
Application APRIORI network
June 15, system The manufacture
Figure 3: The KG generated by GPT-4 contains 16 entities. 2023 CV(curriculum Include Alborg sector Vitae) Industry 4.0 universitet , End-use letter of Denmark It was able to identify abstract concepts, and geographic energy sector Additive motivation manufacturing Salary entities that ChatGPT-3.5 doesn’t. Extracted more elabo-Beneficiaries Mobility rules
rated entities with relations. Design 9,B.V, Netherlands Include Temporary works Artificial intelligence CO2
emissions
Include
Materialize NV, Sustainability Include Qlector, MSCA doctoral guidlines and Belgium Slovenia network rates criteria
and concepts, and Geographic Locations, and then identify the Include Katholieke Doctoral Universiteit Leuven, Include Jožef Stefan candidate (DC) relations between these entities. Providing additional information Institute, slovenia Determines the salary for Belgium researchers in MSCA
to GPT-4 resulted in an improved Knowledge graph (Figure 4). doctoral network Identifies critical areas for Internation reducing CO2 emission by energy agency However, ChatGPT-3.5 didn’t produce a quality graph (Figure 5) 2050 Will enhance Europe position in Engineering
compared to Figure 2. sciences
3.2 Python Implementation Figure 5: ChatGPT-3.5 was able to extract a larger number
We use a free, open-source library called spaCY 2 for advanced of entities but it was not successful at abstracting concepts
NLP in Python. We employ the named entity recognition tech- and missing relations. Entities and relations found fre-
nique to identify named entities from a given text using the spaCY quently represented complete sentences rather than con-
model (en-core-web-sm). We used a chunk of textual data from cepts. This occurs because ChatGPT is a conversational
the ADRIA Motorhome manual for experiment purposes. Table 2 model trained on a task to create responses to a given
compares entities, relations, and triplets extracted from the raw prompt and is not particularly trained to recognize en-
texts. The table shows that the number of triplets extracted by tities and relations
algorithms is similar–(Figure 6 and Figure 7). However, the num-
of entities is connected by meaningful relation, leading to fewer or provide additional context for better recognition. Hence re- ber of entities that spaCY extracts are larger but not every pair
triplets. Thus defeating the purpose of creating a Knowledge sults can be improved by pre-processing data into a structured format. Base. When using spaCy for entity extraction, the entities are
typically recognized based on the named entities present in the
text. Named entities are often specific nouns, such as names of 4 EVALUATION
people, organizations, locations, dates, or product names. spaCy When there is no ground truth data available, creating an auto-
might not identify it as a specific entity by default. So to extract mated evaluation metric for a Knowledge graph becomes chal-
specific entities, it might need to customize spaCy’s NER model lenging. In such cases, the evaluation relies on qualitative prin-
ciples to assess the results. Based on the practical framework
2https://spacy.io/models defined in the study [1], the following principles were identified:
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Khasa and Dunia, et al.
Table 2: Knowledge extraction comparison. (ADRIA mo-
Optical equipment Special
manuals Approvals torhome manual dataset)
Provides Original parts
Safety information Required for
information Vehicle data Optical Algorithm Entities Relations Triplets
General safety equipment Adhere to Included in GPT-4 Follow Used in equipment Standard 18 20 20
instructions Describes equip ChatGPT-3.5 24 18 18 Must read Provide/Update Describes Equipment ADRIA Vehicle ADRIA Vehicle state
Saftey chapter Recommended Users Performed on Operates spaCY 22 14 17
Utilize Carry in Service & for
Comply with Repair
Driving on Innovate/Develops Technical ADRIA). We analyzed that extracted entities are duplicated and re-Emergency
Subject to system
public roads equipment
Warranty Imposed on ADRIA design lations have some noise and incomplete information. If you have
obligations team specific patterns or structures in mind that you want to extract
entities and relations based on, you may need to customize the
Figure 6: The KG generated by GPT-4 contains 18 enti- relation extraction logic. Alternatively, more advanced natural
ties using the ADRIA motorhome instruction manual. It language processing techniques or pre-trained models designed
extracted concepts relevant to ADRIA users and vehicle for relation extraction tasks might provide better results. Also,
instructions, their functions, and how they are connected. we analyzed half of the relations-entities extracted by spaCY and
ChatGPT are overlapped.
Provides 5 CONCLUSION
User ADRIA home
Safety
accessories regulations The proposed exploration of using LLMs for Knowledge graph
tyre pressure Instruction
check & tighten extraction holds promise for advancing our understanding of
manuals
Optional
driving license has has must have equipment must comply with how advanced language models can contribute to structured
weight knowledge representation. This paper explores using LLMs to
alter dimension &
has generate Knowledge graphs out of source documents. We uti-
ADRIA Vehicle has Special
Vehicle ensure quality & readiness approvals
nameplates impact check & repair lized ChatGPT-3.5 and GPT-4 models to generate the Knowledge
contains Passengers Graphs for two different textual data and compared the structure Technical
operating system brake system pay attention to manual Service of the KGs. GPT-4 performed better as it successfully identified
gross weight Warranty Affects warranty work more abstract concepts and key entities compared to ChatGPT-
ADRIA design rating obligations 3.5. Therefore, it provides insights into the practical application team doesn't ADRIA dealer
tolerate provides
technical Service & Specialist of LLMs in developing structured knowledge from unstructured assist with
stanstill Repair workshop
textual data, with potential applications in knowledge-based AI
Figure 7: The KG generated by ChatGPT-3.5 contains 24 applications, paving the way for more effective information pro-
entities. Extracted more entities relevant to ADRIA vehi- cessing and utilization. In future studies, we intend to use a more
cles but relations between entities are more generic and formal framework to evaluate the quality of created Knowledge
entities are duplicated. graphs. Such a framework will allow us to efficiently analyze
the quality of KG and provide a standardized method to forecast
missing linkages between concepts and relationships within a
• Triplets should be concise. given domain.
• Contextual information of entities should be captured.
• The Knowledge graph does not contain redundant triples. ACKNOWLEDGEMENTS
• Entities should be densely connected. This research is supported by EU funding HE MSCA Project
• Relations among different types of entities should be in- Apriori (GA: 101073551). The author acknowledges the usage of
cluded. ChatGPT and Grammarly for content paraphrasing, grammar,
• Knowledge graphs should be organized in structured triples and error checking.
for easy processing by machine.
• For tasks specific to a particular domain, it’s essential REFERENCES
that the Knowledge graph is tailored and relevant to that [1] Haihua Chen, Gaohui Cao, Jiangping Chen, and Junhua Ding. 2019. A practi-specific field cal framework for evaluating the quality of knowledge graph. In Knowledge
According to these principles, in our use case, we manually in- Graph and Semantic Computing: Knowledge Computing and Language Under-
standing: 4th China Conference, CCKS 2019, Hangzhou, China, August 24–27,
spected the Knowledge graphs generated above, and we can con- 2019, Revised Selected Papers 4 . Springer, 111–122. [2] R OpenAI. 2023. Gpt-4 technical report. arxiv 2303.08774. View in Article, 2, clude that the ChatGPT-3.5 approach provides a more detailed 13. Knowledge graph without abstract concepts compared to the [3] Jeff Z Pan et al. 2023. Large language models and knowledge graphs: oppor-
GPT-4. However, to create these Knowledge graphs, a few steps tunities and challenges. arXiv preprint arXiv:2308.06374. [4] Shirui Pan, Linhao Luo, Yufei Wang, Chen Chen, Jiapu Wang, and Xindong of refining the answers from ChatGPT are needed. Sometimes Wu. 2024. Unifying large language models and knowledge graphs: a roadmap. the produced output is incorrect and needs to be corrected before IEEE Transactions on Knowledge and Data Engineering . [5] Elvis Saravia. 2022. Prompt engineering guide. (2022). proceeding. When we redefined the prompt, GPT-4 identified [6] Milena Trajanoska, Riste Stojanov, and Dimitar Trajanov. 2023. Enhancing more specific entities, and concepts compared to ChatGPT-3.5. knowledge graph construction using large language models. arXiv preprint
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In the second part of the experiment, we employed the NER
method to extract relations and entities from the given text (i.e.
Solving hard optimization problems of packing, covering, and
tiling via clique search
S´ andor Szab´ o Bogd´ an Zav´ alnij
sszabo7@hotmail.com bogdan@renyi.hu
University of P´ ecs HUN-REN Alfred Renyi Institute of Mathematics
Pecs, Hungary Budapest, Hungary
Abstract numerically hard to solve problem of brick packing popular-
In the paper we propose to convert NP-hard combinato- ized by M. Gardner. We will focus on different approaches
rial optimization problems of packing, covering, and tiling of how to construct an auxiliary graph in order that to
types into maximum or translate this problems into a clique search problem. We 𝑘 -clique problems. The key step is
to come up with a tactically constructed auxiliary graph will try to investigate how these different approaches –
whose maximum or based on packing, covering and tiling– affect the solving 𝑘 -cliques correspond to the sought com-
binatorial structure. As an example, we will consider the time and if they have other consequences as well. First,
problem of packing a given cube by copies of a brick. The we describe the basic problem, then we present theoretical
aim of the paper is two fold to illustrate (i) the modeling discussion of different reformulations, and finally we de-
power and (ii) the feasibility of the clique approach. Since scribe the results of numerical experiments. The emphasis
theoretical tools are not readily available to study the effec- is on the modeling aspect of the computation and not on
tiveness of the solution of the resulting clique problems we reaching new records, as the proposed problem was solved
will carry out carefully conducted numerical experiments. in theoretical manner within months of its formulation.
Here we use it as a prototype of similar problems, and our
Keywords aim to show the versatility of our approach, that is model
a problem by a graph.
mathematical programming, 𝑘-clique problems, combina-
Graphs in this paper will be finite simple graphs. Further
torial optimization
all graphs we use will not have loops or double edges. A
finite simple graph 𝐺 can be described with its set of nodes
1 𝑉 and a subset 𝐸 of the Cartesian product 𝑉 × 𝑉 . The Introduction
subset 𝐸 can be identified by the set of edges of 𝐺.
One can see graphs as a mathematical models that can
Let 𝐺 = (𝑉, 𝐸) be a finite simple graph. A non-empty
describe various fields of interest. Like numbers, functions,
subset 𝐶 of 𝑉 is called a 𝑘-clique if each two distinct nodes
or Linear Programming graph based approach can model
of 𝐶 are adjacent in 𝐺 and in addition 𝐶 has exactly 𝑘
interesting problems and aid us in solving them. Some
elements. If 𝐶 has only one element, then we consider it a
of these approaches are quite straightforward like cliques
1-clique. The 2-cliques of 𝐺 are the edges of 𝐺. A 𝑘-clique
of people in a social interaction graphs or shortest path
𝐶 of 𝐺 is called a maximum clique if 𝐺 does not have
problem in a road map. Other approaches are less obvious
any (𝑘 + 1)-clique. For each finite simple graph 𝐺 there is
but still easily constructed, like conflict graphs in a set of
an integer 𝑘 such that 𝐺 contains a 𝑘-clique but 𝐺 does
codewords where a maximum independent set represents a
not contain any (𝑘 + 1)-clique. This well defined integer
maximum set of suitable error correcting codes [9].
𝑘 is called the clique number of 𝐺. We state two clique
But the approach of modeling and solving various prob-
problems formally.
lems by graphs are more versatile. Namely, we can see
graphs as a language for mathematical programming – if Problem 1. Given a finite simple graph 𝐺 and an inte-
certain combinatorial problems can be solved by construct-
ger 𝑘. Decide if 𝐺 has a 𝑘-clique.
ing a suitable auxiliary graph and finding a maximum or
𝑘-clique of this graph gives the solution. The authors have
Problem 2. Compute the clique number of a given finite
already used this approach in connection with mathemat-
simple graph.
ical conjectures [1], hyper graph coloring [11], subgraph
isomorphism [2], scheduling problems [12], graph coloring
Problem 1 is a decision problem, it is referred as the 𝑘-
problems [13] and protein docking problems in chemistry
clique problem, and it is an NP-complete problem included
[8].
in the original list of 21 NP-complete problems by Karp
Here we would like to give an example, where a hard [7]. Problem 2 is an optimization problem and referred as
combinatorial optimization problem can be solved by this
the maximum clique problem, and as the decision problem
approach. For this we chose a simple to understand but belongs to the NP-complete class it follows that it belongs
to the NP-hard class.
Permission to make digital or hard copies of all or part of this We color the nodes of a finite simple graph 𝐺 with the
work for personal or classroom use is granted without fee provided colors 1, 2, . . . , 𝑘 such that each node receives exactly one that copies are not made or distributed for profit or commercial
advantage and that copies bear this notice and the full citation on color and adjacent nodes never receive the same color. Such
the first page. Copyrights for third-party components of this work a coloring of the nodes of 𝐺 is called a well coloring, a
must be honored. For all other uses, contact the owner/author(s). proper coloring, or a legal coloring (the terminology is not
© 2024 Copyright held by the owner/author(s). unified). The set of nodes of 𝐺 receiving the color 𝑖 is called Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
https://doi.org/https://doi.org/10.70314/is.2024.sikdd.9 the 𝑖-th color class. Clearly, a color class is an independent
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Szab´ o et al.
set of 𝐺, that is, two nodes from a fixed color class are We state five problems related to packings, coverings,
never adjacent. and tilings in a formal manner. Given a finite set 𝑈 and
If the nodes of a finite simple graph can be legally colored its subsets (1).
The reason is that in this situation the nodes of Problem 4. Decide if 𝑈 has a 𝑘-packing using the mem- 𝐺 using 𝑘 colors, then we say that 𝐺 is a 𝑘-partite graph.
form a
bers of the family (1).
union of 𝑘 independent sets and these sets are pair-wise
disjoint. Problem 5. Decide if 𝑈 has a 𝑘-covering using the
In this paper we will focus on the following clique prob- members of the family (1).
lem. Problem 6. Decide if 𝑈 has a 𝑘-tiling using the mem-
Problem 3. Given a finite simple graph 𝐺 whose nodes bers of the family (1).
are legally colored using 𝑘 colors. Decide if 𝐺 has a 𝑘-clique. Problem 7. Compute the packing number of 𝑈 with
Problem 3 is a respect to the family (1). 𝑘-clique problem particularized to case
of 𝑘-partite graphs. This problem is still an NP-complete Compute the covering number of Problem 8. 𝑈 with
problem, as the graph coloring problem can be reduced to respect to the family (1).
such question as shown in [13], and should not be confused
with the problem of complete graphs. Problem 4 can be reduced to Problem 1. We construct a
The problem class we will be focusing on in the present finite simple graph 𝐺. The nodes of 𝐺 are the members of
paper consists of packing, covering, or tiling problems. the family (1). Two distinct nodes 𝐴𝑖 and 𝐴𝑗 are adjacent
Obviously many real world and mathematical problems in 𝐺 whenever 𝐴𝑖 and 𝐴𝑗 are disjoint. A 𝑘-clique in 𝐺
fall into this class, and here we would show some ideas how corresponds to a 𝑘-packing of 𝑈 .
such problems can be modeled by a suitably constructed Problem 5 can be reduced to Problem 3. We sketch the
auxiliary graph where a main points of this reduction. We construct a finite simple 𝑘 -clique search would solve the
original problem. graph 𝐺. The first type of nodes of 𝐺 are ordered pairs
(𝐵, 𝑥), where 𝐵 ∈ {𝐴1 , . . . , 𝐴𝑚}, 1 ≤ 𝑥 ≤ 𝑘. The intuitive
2 meaning of the pair (𝐵, 𝑥) that the subset 𝐵 is the 𝑥-th Packing, covering, and tiling
member of a 𝑘 element family of (1). To the node (𝐵, 𝑥)
First, we describe the problem class in question. Second,
we assign the color 𝑥. Two nodes receiving the same color
we draw up some basic concepts how these problems can
will be non-adjacent in 𝐺. Therefore the first type nodes
be modeled by graphs.
of 𝐺 are legally colored with 𝑘 colors.
Let 𝑈 be a finite ground set and let
We are adding second type nodes to 𝐺. Namely, we are
𝐴 1, . . . , 𝐴𝑚 (1) adding the ordered pairs (𝐴, 𝑢), where 𝐴 ∈ {𝐴1, . . . , 𝐴𝑚},
be subsets of 𝑢 ∈ 𝑈 and in addition 𝑢 ∈ 𝐴 holds. The intuitive meaning 𝑈 . A family of subsets
of the pair (𝐴, 𝑢) is that the element 𝑢 is covered by set
𝐵1 , . . . , 𝐵𝑛 (2) 𝐴. To the node (𝐴, 𝑢) we assign 𝑢 as a color. Two nodes
with {𝐵1, . . . , 𝐵𝑛} ⊆ {𝐴1, . . . , 𝐴𝑚} is called a packing of receiving the same color will not be adjacent in 𝐺. Thus
𝑈 the second type nodes of 𝐺 are legally colored using 𝑡 = |𝑈| if the members of the family (2) are pair-wise disjoint. A
family of subsets (2) is called a covering of colors. Now if we are locating a (𝑘 + 𝑡)-clique in 𝐺, then 𝑈 if the union of
(2) is equal to we select exactly 𝑘 subsets from (1) and each element of 𝑈 . Phrasing it differently, a family of subsets
(2) is a covering of 𝑈 will belong to at least one of these subsets. The missing 𝑈 if each element of 𝑈 belongs to at
least one member of the family (2). If a family of subsets part of the construction, what we left for the reader, is how
(2) is a packing and a covering of the first and second types of nodes are connected by edges. 𝑈 in the same time, then
it is called a tiling of Problem 6 can be reduced to Problem 3. As a tiling is 𝑈 . A tiling of 𝑈 some times referred
as exact covering of a packing and covering at the same time, we can add the 𝑈 .
A packing of packing restrictions, namely not connecting two sets if they 𝑈 is called a 𝑘 -packing if it consists of
𝑘 intersect, to the second type of nodes. On the other hand subsets of 𝑈 . Similarly, a covering of 𝑈 is called a 𝑘 -
covering if it consists of – in case of equal size sets –, we do not need to count the 𝑘 subsets of 𝑈 . Finally, a tiling
of used sets, so we won’t need the first type of nodes, they 𝑈 is called a 𝑘 -tiling if it consist of 𝑘 subsets of 𝑈 . For
a given ground set can be omitted. 𝑈 and for its given subsets (1) there
is an integer The computational difficulties of the 𝑘-packing, 𝑘-covering, 𝑘 such that 𝑈 has a 𝑘 -packing using subsets
of the family (1) but there is no any ( and 𝑘-tiling problems are different. It seems that the cov- 𝑘 + 1)-packing of 𝑈
using members of the family (1). This well defined integer ering problems are the computationally most demanding
𝑘 and the tiling problems are the most manageable. is the packing number of 𝑈 with respect to the family
(1). If the packing number of 𝑈 is equal to 𝑘, then each
𝑘 3 Gardner’s bricks problem-packing of 𝑈 is called maximum packing of 𝑈 .
For a given ground set 𝑈 and for its given subsets (1) We picked Gardner’s problem because it is intuitive and
there is an integer 𝑘 such that 𝑈 has a 𝑘-covering using easy to comprehend among such problems that can be
subsets of the family (1) but there is no any (𝑘 −1)-covering reduced to Problem 3 and so it serves as a good illustration
of 𝑈 using members of the family (1). This well defined of the kind of clique modeling we are dealing with. We do
integer 𝑘 is the covering number of 𝑈 with respect to the not claim any originality in connection with the problem.
family (1). If the covering number of 𝑈 is equal to 𝑘, then We do not prove any new results. Each of the facts we
each 𝑘-covering of 𝑈 is called minimum covering of 𝑈 . use are known from the folklore and we present them only
Solving hard problems via clique search Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
for the reader convenience. The problem was raised by Note that a fixed slab can contain only 0, 2 or 4 Proof.
Foregger in March 1975 [10], popularized by Gardner in unit cubes from any brick of the packing. The point is that
February 1976 [5], and solved by Foregger and Mather in the numbers 0, 2, 4 are all even. Each slab consists of an odd
November 1976 [3]. number of unit cubes. Therefore, each slab must contain an
Let us consider a brick 𝐵 of dimensions 1 × 2 × 4. The odd number of unpacked unit cubes. The number of slabs
brick 𝐵 is a union 8 unit cubes whose edges are parallel to is 7 and so each slabs must contain exactly one unpacked
the coordinate axis. From some reason unknown for us the unit cube. □ brick 𝐵 is referred as canonical brick. Suppose we have a
large supply of congruent copies of We can also form slabs by slicing 𝐶 with planes per- 𝐵 and we want to pack
as many as possible into a 7 pendicular to the second coordinate axes. Each of these × 7 × 7 cube 𝐶 . The cube 𝐶
is a union of 343 unit cubes. Let us divide 343 by 8 with 7 slabs contains exactly one unpacked unit cube. Finally,
remainder. As 343 = (42)(8) + (7), 43 copies of slicing 𝐶 by planes perpendicular to the third axes we get 𝐵 cannot
be packed into that each of these slabs contains exactly one unpacked unit 𝐶 . M. Gardener advanced the question if
42 copies of cubes. These constraints on the uncovered unit cubes are 𝐵 can be placed into 𝐶 . One can place a copy
of independent, but can also be checked independently during 𝐵 into 𝐶 in any possible rotated position as long the
edges of an extended search, and as such can reduce the search 𝐵 are parallel to the coordinate axis. (The answer
to this question is actually: No, one cannot place 42 bricks space well.
into a cube of size 7 × 7 × 7.)
Gardner’s problem can be expressed in terms of comput- 4 Numerical experiments
ing the clique number of a suitable constructed graph 𝐺. Gardner’s brick packing problem can be turned into various
In other words, Gardner’s problem can be reduced to an clique search problems and we carried out numerical exper-
instance of the maximum clique problem. Let us denote the iments with them. We will observe that the same geometric
set of the 343 unit cubes forming 𝐶 by 𝑈 . An 8 elements problem will lead to very different clique search problems.
subset 𝑣 of 𝑈 is a vertex of 𝐺 if the union of the elements When we try to pack 42 congruent copies of the canonical
of 𝑣 is a congruent copy of 𝐵. As it turns out 𝐺 has 1008 brick 𝐵 into the the big cube 𝐶, we get a 𝑘-clique problem.
nodes. Two distinct nodes ′ 𝑣 and 𝑣 of 𝐺 are adjacent in 𝐺 When we notice that the nodes of the auxiliary graph can
if ′ 𝑣 and 𝑣 are disjoint. If 𝐺 contains a (42)-clique, then be legally colored using 42 colors we get a 𝑘-clique prob-
42 congruent copies of 𝐵 can be packed into 𝐶. During lem in a 𝑘-partite graph which is a more tractable search
our numerical experiments a greedy coloring procedure problem. When we try to pack 42 congruent copies of the
provided a legal coloring of the nodes of 𝐺 using 42 colors. brick into the cube 𝐶 together with 7 unit cubes we get
Note that this is just a coincidence, it could’ve happened tiling problem. When we try to pack 42 congruent copies
otherwise. Thus we are facing with a particular case of of the brick into the cube 𝐶 together with 7 unit cubes
the 𝑘-clique problem stated in Problem 3. The nodes of 𝐺 and in addition we distinguish the unit cubes among each
are legally colored with 42 colors and we are looking for a other we get yet another version of the tiling problem.
(42)-clique in 𝐺. Phrasing it differently, we are looking for In the first approach the auxiliary graph 𝐺1 had 1008
a 𝑘-clique in a 𝑘-partite graph, where 𝑘 = 42. vertices. The nodes of 𝐺1 were legally colored using 42
We introduce a coordinate system whose origin coincides colors and we tried to locate a (42)-clique in 𝐺. Note, that
with a corner of the cube 𝐶. although this graph can be colored with 42 colors it was
just a coincidence. There is no theoretical background to
can be packed into Observation 1. If 42 congruent copies of the brick 𝐵 this fact. Of course the expectation was that 𝐺 1 do not 𝐶 , then there is such a packing which have any (42)-clique. contains the congruent copy of 𝐵 whose one corner is the
Let us assume that it is possible to pack 42 congruent
origin. Further the edges of lengths 1, 2, 4 are parallel to copies of the 1 × 2 × 4 canonical brick 𝐵 into the 7 × 7 × 7 the first, second and third coordinate axis, respectively.
cube 𝐶. By Observation 1, we may assume that a brick
Proof. As 343 = (42)(8) + (7) holds, 7 unit cubes of brick coincides with the origin of the coordinate system appear in the packing such that one of the corners of the
𝐶 are not contained by any bricks of the packing. The
and the edges of lengths 1, 2, 4 are along the 1-st, 2-nd,
cube 𝐶 has 8 corners and so at least one of the corners
3-rd coordinate axis. This information can be interpreted
must be contained by a brick. At this point we introduce a
such that there a (42)-clique 𝐶 2 in 𝐺1 which has a specific
coordinate system whose origin is this corner of 𝐶. Then
node. Namely, the vertex 𝑣1 of 𝐺1 that corresponds to the
we introduce the first, second, and third coordinate axis to
satisfy our requirement. □ restrict the graph special corner brick is a node of the of 𝐶2. This suggests to
𝐺 1 to the neighbors of the vertex 𝑣1 to
The cube get a new graph 𝐺2. Then we are looking for a (41)-clique 𝐶 can be sliced into 7 slabs using planes
perpendicular to the first coordinate axes. Each slab is a in 𝐺2. Plainly, the nodes of 𝐺2 are legally colored using 41
colors. This coloring is inherited from the coloring of the
1𝑥7𝑥7 slice of the big cube, that is a union of 49 unit cubes.
The centers of these cubes are in a plane perpendicular to nodes of 𝐺 1 . Since the graph 𝐺2 has fewer vertices than
𝐺1 (actually 960) and we are looking for a smaller clique in
the first coordinate axis. The 7 unit cubes of 𝐶, that are
not contained by any brick of the packing, are referred as 𝐺2 than in 𝐺1. The new clique problem probably requires
less computational effort because the graph is smaller, and
unpacked unit cubes.
because we introduced a symmetry breaking to it.
Observation 2. Two distinct uncovered unit cubes of The problem of packing 42 bricks into a bigger cube can
𝐶 cannot be in the same slab. be viewed as a tiling problem. Namely, we try to tile the
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Szab´ o et al.
7 × 7 × 7 cube 𝐶 by 42 copies of the canonical brick and The results presented here have interesting consequences
7 additional copies of a unit cube. Thus we are facing to and suggest further research problems. First, and as an-
a tiling problem using two different types of tiles and the ticipated, different auxiliary graphs lead to very different
number of the tiles is given. To ensure that we use 42 bricks search space sizes. And although the usual concept in our
we numerate the small cubes as {1, . . . , 7} and ensure in the research is that bigger graphs usually tend to be harder,
graph that each small unit cube is used once, that is we do that is not always the case. Remarkably, numerical results
not connect nodes where the unit square is covered by the indicate that the size of the auxiliary graph alone is not as
same small cube. This tiling problem can also be reduced important as the type of the reformulation. Namely, the
to a clique search problem. We denote the corresponding tiling type auxiliary graphs required less computational
graph 𝐺3. Tiling problems are more manageable compared effort for clique search even if they were not the small-
with packing problems as during the search back-tracking est graphs. Second, there are additional constraints that
can be anticipated earlier. However, the graph associated can be added to some reformulations while they seemingly
with the tiling in our case has more vertices than the graph cannot be incorporated into others. An example to such a
associated with the packing, namely it has 10 465 nodes. constraint is the fact described after the proof of Observa-
Therefore only computations can reveal which approach is tion 1. Namely, that no two distinct uncovered unit cubes
preferable. can appear in the same slab in Gardner’s brick packing
Obviously, in this case we can also fix a brick in the problem. That kind of restriction could be incorporated
corner. This version will be the 𝐺4 graph. into the tiling version of reformulation, and possibly not
In the last clique search equivalent of Gardner’s problem applicable to the packing reformulation. Taking advantage
we construct a graph 𝐺5. In this construction we handle a of the extra constraint made possible to solve the brick
mixed tiling problem but we utilize the extra information packing problem in reasonable time.
that no two distinct unit cube can appear in the same slab. There are other problems that can be solved using similar
By Observation 2, this may be assumed. This is done by approaches as detailed in the paper. Authors could solve
not connecting two nodes associated with unit cubes if smaller instances of the Golomb ruler problem or the Salem-
those unit cubes lay in the same slab. This graph is the Spencer set problem. The results, that lay outside the scope
same size as 𝐺3, as we only delete some edged from it. Also, of the present paper, obtained with those instances open
we can fix a brick in the corner in this case as well, that up even more interesting considerations.
shall be the 𝐺 6 graph.
Once again only numerical experiments can guide us in Acknowledgements
judging the merits of the possible clique search equivalents The present research was funded by National Research,
of the problems. Further, the preconditioning methods per- Development and Innovation Office – NKFIH Fund No.
form differently on the graphs 𝐺1, 𝐺2, 𝐺3, 𝐺4, 𝐺5 , 𝐺6 and SNN-135643.
this adds an extra layer of difficulty to the numerical work.
We used a computer with AMD EPYC 7643 processors, References
C++, and gcc v12.1 with settings-O3 -arch=znver3. [1] K. Corr´ adi and S. Szab´ o, A combinatorial approach for Keller’s
We made all six graphs and performed 𝑘-clique search conjecture. Period. Math. Hungar. Vol. 21, 91–100, 1990.
on them after preconditioning as described in [12, 13]. The [2] M. Depolli, S. Szab´ o and B. Zav´ alnij, An Improved Maximum
Common Induced Subgraph Solver. MATCH Commun. Math.
preconditioning run for 1-2 hours for the bigger graph, and Comput. Chem. 84 pp. 7–28. 2020.
reduced it by half, namely to around 6 000 nodes for [3] T. H. Foregger, and M. Mather, M. E2524. The American 𝐺 , 𝐺 ;
3 4
Mathematical Monthly. Vol. 83, No. 9 (Nov., 1976), pp. 741–
and to around 4 000 for 𝐺5, 𝐺6, that is the graphs where we 742
allow only one small cube in a slab. For the smaller graphs [4] D. Hespe, Ch. Schulz, D. Strash. Scalable Kernelization for
( Maximum Independent Sets. ACM Journal of Experimental 𝐺 , 𝐺 ) the preconditioner runs for a couple seconds but
1 2 Algorithmics. Volume 24, Article No.: 1.16, pp 1–22. 2019.
cannot significally reduce the graph. Three of the six graph [5] M. Gardner, MATHEMATICAL GAMES – Some elegant brick-
could be solved after preconditioning: packing problems, and a new order-7 perfect magic cube. Scien- 𝐺 2 , 𝐺 5 , and 𝐺 6 .
The solution time of tific American. Vol. 234, No. 2 (February 1976), pp. 122–127. 𝐺 (the original graph with fixed
2 [6] M. R. Garey, and D. S. Johnson, Computers and Intractability:
brick in the corner) was 50 days. The solution of 𝐺5 was a A Guide to the Theory of NP-completeness, Freeman, New
bit faster, 29 days. Finally, the graph York, 2003. 𝐺 could be solved
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[7] R.M. Karp. “Reducibility Among Combinatorial Problems.” In:
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that is 34 hours. This clearly show us the importance of pp. 85–103. 1972.
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Janeˇ ziˇ c, and J. Konc, Enhanced Molecular Docking: Novel Al-
gorithm for Identifying Highest Weight k-Cliques in Weighted
General and Protein-Ligand Graphs. JOURNAL OF MOLEC-
5 Conclusions ULAR STRUCTURE. 1304 p. 137639 Paper: 137639. 2024. [9] N. J. A. Sloane. Challenge Problems: Independent Sets in
We detailed several 𝑘-clique search reformulations of a Graphs. https://oeis.org/A265032/a265032.html
certain combinatorial problem in terms of constructing [10] T. H. Foregger. Elementary Problem E2524. The American
Mathematical Monthly. Vol. 82, No. 3 (Mar., 1975), p. 300.
suitable auxiliary graphs. We do not claim, that these [11] S. Szab´ o and B. Zav´ alnij, Reducing hyper graph coloring to
methods result more efficient practical computations than clique search. Discrete Applied Mathematics. 264. pp. 196–207.
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[12] S. Szab´ o, and B. Zav´ alnij, Clique search in graphs of special
the clique reformulations open up a possibility to use well class and job shop scheduling. Mathematics. 10(5), 697. 2022.
tuned clique solvers, including preconditioning, to handle [13] S. Szab´ o, and B. Zav´ alnij, Graph Coloring via Clique Search
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general solver.
Zbornik 27. mednarodne multikonference
INFORMACIJSKA DRUŽBA – IS 2024
Zvezek D
Proceedings of the 27th International Multiconference
INFORMATION SOCIETY – IS 2024
Volume D
Miti in resnice o varovanju okolja
Myths and Truths About Environmental Protection
Uredniki / Editors
Rafael Mihalič, Tomaž Ogrin, Erik Margan
http://is.ijs.si
9. oktober 2024 / 9 October 2024
Ljubljana, Slovenia
Multikonferenca Infromacijska družba 2024
Konferenca o mitih in resnicah o varovanju okolja
Otvoritveni nagovor
Information Society Multyconference 2024
Conference on Myths and Truths of Environmental Protection
Opening address
V veliko zadovoljstvo in čast nam je, da vas lahko It is a great pleasure and honour to be able to
ponovno pozdravimo na letošnji konferenci o okolju welcome you all once again on behalf of the editorial
v okviru zdaj že tradicionalne Multikonference board of the Information Society Multiconference,
Informacijska družba. Zahvaljujemo vam, da ste se and to thank you for your submission of articles and
tako številčno odzvali na naš poziv z vašimi presentations at the Conference on Myths and Truth
prispevki in predstavitvami. of Environmental Protection.
This year's main theme is agriculture and forest
Tema letošnje konference je kmetijstvo in
management in the light of the latest European
gozdarstvo v luči nove evropske zakonodaje na teh
legislation on this subject. However, as this is just a
področjih. Pri tem pa gre za mnogo širše probleme v
segment of the much broader problem of both
povezavi z varstvom okolja in podnebnih sprememb,
environmental protection and climate change, we
zato je nujno vključiti v razpravo tudi poročila s teh
have included a number reports on related topics of
drugih področij, posebej energetike. Ravno tako se ni
energy supply and consumption, as well as some
mogoče izogniti razpravi o nekaterih teoretičnih
theoretical basis for assessing the necessity to
vidikih, ki so osnova ukrepov za preprečevanje in
mitigate climate change.
blaženje posledic podnebnih sprememb.
Climate change has become a fashion issue during
Podnebne spremembe so postale modni dodatek the last couple of decades, and the anthropogenic
razpravam, človeški vpliv pa je razglašen za influence on it has been declared the main cause and
poglavitni vzrok in krivca za vse probleme, ki so se a guilt for almost every aspect of problems that have
pojavili v zadnjih desetletjih. recently emerged in the modern society.
Med tem ko spremembe namembnosti zemljišč While land use change certainly affects local climate
zagotovo vplivajo na lokalne podnebne razmere, tega to some extent, the influence of greenhouse gases
pa z enako znanstveno strogostjo ni mogoče trditi za emissions on global climate has been determined to
vpliv ispustov toplogrednih plinov na globalni ravni. a much lower certainty than the scientific rigor
Med tem ko izpuste toplogrednih plinov spremljamo requires. The question of greenhouse gases has
z nesorazmerno veliko pozornostjo, resne okoljske received a disproportionate attention; the question of
škode povzročene z drugimi onesnažujočimi environmental damage by other pollutants has been
dejavniki komaj kdaj omenjamo. discussed only marginally.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
Med tem ko je človekov vpliv na podnebje še vedno
do določene mere znanstveno vprašljiv, vsaj glede While the science of human influence on climate is
vzrokov ekstremnih vremenskih pojavov, je za still controversial to some extent, at least in regard to
večino medijev in politično elito znanost dorečena in its impact on the frequency and intensity of extreme
je čas za ukrepanje. Podnebna znanost je postala weather events, for the mass media and most of the
močno politizirana. political elite the science is settled and it is now time
for action. Climate science has become highly
Po besedah Rimskega kluba, vplivnega idejnega politicized.
podnebnega združenja ter svetovalnega telesa
Organizacije združenih narodov: In the words of the Club of Rome, a premier
environmental think-tank, consultants to United
"Skupni sovražnik človeštva je človek. Pri iskanju
Nations:
novega nasprotnika, ki naj bi nas poenotil, smo prišli
do spoznanja, da so onesnaževanje, ogrožajoče
"The common enemy of humanity is men. In
podnebne spremembe, pomanjkanje vode in hrane,
searching for a new enemy to unite us, we came up
ter življenja nasploh, ustrezni dejavniki nevarnosti,
with the idea that pollution, the threat of global
ki jih s svojim delovanjem povzroča človek. Le s
warming, water shortages, famine, and the life,
spremembami naravnanosti in obnašanja lahko te
would fit the bill that dangers are caused by human
nevarnosti prebrodimo. Resnični sovražnik je
intervention. It is only by changed attitudes and
človeštvo samo."
behaviours that they can be overcome. The real
enemy is humanity itself."
"Človeštvo je odprlo vrata pekla", je v svoji nedavni
konferenci za novinarje povedal generalni sekretar "Humanity Has Opened the Gates of Hell" is one of
Združenih narodov Antonio Guterres. the recent statements at a press conference by the UN
Secretary General Antonio Guterres.
Po drugi strani pa najnovejše Šesto poročilo IPCC v
poglavju 11 na strani 1520 oznanja: On the other hand, the latest IPCC Sixth Assessment
Report acknowledges in Chapter 11, page 1520:
"Pogostost prihodnjih sicer redkih, toda udarnih "The future occurrence of low-likelihood, high-
dogodkov povezanih s podnebnimi skrajnostmi je na impact events linked to climate extremes is generally
splošno povezana z nizko verjetnostjo, čeprav jih ni associated with low confidence, but cannot be
mogoče izključiti, zlasti ob globalnem segrevanju excluded, especially at global warming levels above
nad 4°C." 4°C."
In še na strani 1608: And on page 1608:
"In summary, the specific relationship between
"Če povzamemo; posamezne povezave med
changes in average and extreme conditions strongly
spremembami povprečnih in skrajnih pogojev so
depends on the variable or phenomenon being
močno odvisni od opazovanih dejavnikov ali
considered. At the local scale, average and extreme
pojavov. Na lokalni ravni so spremembe povprečnih
in skrjnih temperatur površja močno povezane, med while average and extreme precipitation changes are surface temperature changes are strongly related,
padavin pogosto šibka. Oboje, spremembe in average and extreme conditions vary strongly povprečnih in skrajnih pogojev, se močno razlikujejo across different places due to the effect of local and tem ko je povezava sprememb povprečnih in skrajnih often weakly related. For both variables, the changes
med različnimi območji zaradi učinkov lokalnih in
regional processes."
regionalnih procesov."
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
V zanjem času so podnebne spremembe povzročile Lately the question of climate change has become
tudi problem uveljavljana zakonov. Predlagane also an executive problem. Solutions suggested to
rešitve za omilitev domnevnih groženj pogosto mitigate the alleged problems often produce more
ustvarijo več novih problemov, rešujejo pa jih malo new problems, while solving little or nothing. And
ali nič. Predlagana zakonodaja pa pogosto povzroča the proposed legislation is often counterproductive,
ravno nasprotne učinke, kar je postalo očitno zlasti which has become evident mostly in its impact on
pri vplivih na avtomobilsko in drugo težko industrijo, automotive and other heavy industry, as well as on
kot tudi na poljedeljstvo in gospodarjenje z gozdovi. agriculture and forest management.
Probably the greatest problem is a complete lack of
Največji problem pa verjetno leži v popolnem
communication and dialogue between the
pomanjkanju komunikacije in dialoga med vladami
governments and the affected parties, and this needs
in prizadetimi deležniki. Zato je to prvo kar moramo
to change first, if we are to establish real solutions to
spremeniti, če želimo uveljaviti realne rešitve za
real problems.
realne probleme.
Hopefully this conference will be a step in that
Upamo, da bo ta konferenca korak v to smer.
direction.
Konferenčni uredniški odbor
Conference editorial board
Ljubljana, 9. Oktobra, 2024
Ljubljana, October 9th, 2024
PROGRAMSKI ODBOR / PROGRAMME COMMITTEE
Rafael Mihalič
Tomaž Ogrin
Erik Margan
LCA data conforms to Benford’s law
Podatki LCA se ujemajo z Benfordovim zakonom
Bogdan Šinik Aleksandar Tošić
bogdan.sinik@f amnit.upr.si aleksandar.tosic@upr.si
UP FAMNIT UP FAMNIT, InnoRenew CoE
Koper, Slovenia Koper, Slovenia
Abstract se uporabljajo v najpogosteje uporabljenih bazah podatkov LCA.
Naši rezultati preizkusa Ecoinventa, ene najpogosteje uporabljenih
Life cycle assessment (LCA) has been established as the standard
baz podatkov LCA, kažejo, da se podatki LCA močno ujemajo
method for evaluating environmental impacts of products, and
z Benfordovim zakonom. Poleg tega naša analiza vključuje še
processes. However, ISO standards depicting the application of
pet drugih javno dostopnih baz podatkov LCA, ki so prav tako
these standards are tailored more towards LCA practitioners and
skladne, z izjemo Bioenergiedata, kar je verjetno posledica majh-
less on the data acquisition and quality. The data acquisition
nega števila podatkov. Nazadnje smo preizkusili posamezne last-
process lacks robustness, with significant decision-making and
nosti, ki jih ponuja ecoinvent, in ugotovili, da zelo malo stolpcev
quality control entrusted to practitioners. Given the lack of in-
(manj kot 5 %), ki izpolnjujejo kriterije za Benfordovo analizo, ni
centives for industry participants to submit high-quality data,
skladnih. Čeprav so rezultati zanimivi, ti kličejo po podrobnejši
the integrity of LCA databases may be questionable. Moreover, in
analizi v prihodnosti.
some cases, participants may be incentivised to protect their data
from competition. To address these concerns, data is carefully
studied by external experts to verify their credibility. However, it Keywords
is not entirely clear how these experts are chosen, nor how trust LCA, Benford’s Law, Anomaly Detection
is established. In this paper, we apply a well known method Law
of anomalous numbers, commonly referred to as Benford’s law Keywords in order to test the conformity of commonly used LCA databases.
LCA, Benfordov zakon, odkrivanje anomalij
Our results on testing Ecoinvent, one of the most widely used
LCA databases, show that LCA data strongly conforms to Ben- 1 Introduction ford’s law. Moreover, our analysis includes 5 additional publicly
Life Cycle Assessment (LCA) is a systematic methodology for
available LCA databases, which also conformed with the excep-
evaluating the environmental impacts of a product, process, or
tion of Bioenergiedat, which is likely due to the low number of
service throughout its entire life cycle. This encompasses all
observations. Finally, we tested individual properties given by
stages from raw material extraction, production, use, and disposal
Ecoinvent and establish that very few columns (<5%), which pass
or recycling. The main goal of LCA is to identify opportunities
the criteria for Benford’s analysis, are non-conforming. Although
for improving environmental performance and making informed
interesting, these results call for a more fine-grained analysis as
decisions regarding sustainability.
future work.
(1) Goal and Scope Definition Establishing the purpose, bound-:
Abstract aries, and scope of the assessment.
(2) Inventory Analysis (LCI): Compiling an inventory of rel-
Življenjski cikel izdelka (LCA) se je uveljavil kot standardna
evant energy and material inputs and environmental re-
metoda za ocenjevanje okoljskih vplivov izdelkov in procesov.
leases.
Vendar pa so standardi ISO, ki določajo uporabo teh metod, bolj
(3) Impact Assessment (LCIA): Evaluating the potential envi-
prilagojeni strokovnjakom za LCA in manj usmerjeni v pridobi-
ronmental impacts associated with the inputs and releases
vanje kakovost podatkov. Proces pridobivanja podatkov ni zelo
identified in the inventory analysis.
robusten, saj je veliko odločitev in nadzora nad kakovostjo pre-
(4) Interpretation: Analyzing results to make informed de-
puščenih izvajalcem. Glede na pomanjkanje spodbud za udeležence
cisions, identify significant issues, and suggest improve-
iz industrije, da oddajo kakovostne podatke, je lahko integriteta
ments.
baz podatkov LCA vprašljiva. Poleg tega so udeleženci v neka-
terih primerih lahko motivirani, da zaščitijo svoje podatke pred Life Cycle Assessment (LCA) is used in various industries and
konkurenco. Da bi naslovili te pomisleke, podatke natančno sectors to promote sustainable practices, reduce environmental
preučijo zunanji strokovnjaki, da bi preverili njihovo verodosto- footprints, and support regulatory compliance. It is recognized as
jnost. Vendar ni povsem jasno, kako so ti strokovnjaki izbrani a crucial tool for environmental management and policy-making
in kako se vzpostavlja zaupanje. V tem prispevku uporabljamo [6]. Considerable effort has been made over the past decade in
dobro znano metodo “zakon anomalnih števil”, pogosto imeno- an attempt to alleviate early criticism about data quality and
vano Benfordov zakon, da bi preizkusili skladnost podatkov, ki trustworthiness [1]. Over the last few years many different tools
have been made to assess these problems, but there is still not
Permission to make digital or hard copies of all or part of this work for personal
standard that could be used on all LCA datasets [4]. It was shown
or classroom use is granted without fee provided that copies are not made or
that results of LCA for same processes were variable over time
distributed for profit or commercial advantage and that copies bear this notice and
the full citation on the first page. Copyrights for third-party components of this which makes it hard to find statistical tool that could easily assess
work must be honored. For all other uses, contact the owner /author(s).
the trustworthiness and reliability of the data. [11] This is the
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
reason why we decided to use Benford’s law as a good indicator.
© 2024 Copyright held by the owner/author(s).
https://doi.org/https://doi.org/10.70314/is.2024.env.1 It is also known as first-digit law and is very often used for fraud
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Bogdan Šinik and Aleksandar Tošić
detection [8]. It was perfect choice for our research since it did not The distribution of digits is presented in Figure 1; the digit 1
require a lot of domain specific knowledge and is not influenced occurs in roughly 30 % of the cases, and the other digits follow in
by variability over time. For this purpose we have decided to a logarithmic curve. It has been shown that this result applies to
analyze Ecoinvent database as it has established itself as one of a wide variety of data sets [15], including electricity bills, street
the most used databases due to the amount of data, and tooling addresses, stock prices, house prices, population numbers, death
provided. More details about databases available in the literature rates, and lengths of rivers. The equation for the distribution of
[10, 17, 9]. the first digits of observed data is given in Equation 1.
2 Benford's Distribution Literature review
We have checked many sources that motivated us to check how
0.3
good Benford’s law would be for detecting inconsistencies in
data. It is estimated that less than 20% of papers related to LCA
conducted any kind of uncertainty analysis. [2]
0.2
Research conducted by Aalto University, Finland [16], com-
pared numbers from five different LCA databases to compare
amount of green house gases produced during the creation of ercentage
P
the buildings. The findings indicate that the databases exhibit 0.1
comparable patterns in the evaluation outcomes, with consistent
disparities in scale across the reference buildings observed across
all databases. Additionally, it was disclosed that there are sig-
0.0
nificant disparities in the numerical values across the databases 1 2 3 4 5 6 7 8 9
at some locations, and these disparities come from several data Digit
fragments.
Early research offered a comparative analysis of 26 sulfate pulp Figure 1: A graphical representation of the Benford’s dis-
mills in Sweden, focusing on the quantified emissions released tribution into the air and water between 1986 and 1993. The analysis re-
vealed significant variations in annual emission variables across
1
a group of companies. The emission parameters for most water 𝑃 𝑑 𝑙 𝑜𝑔 10 ( ) =(𝑑 + 1) − 𝑙𝑜𝑔10(𝑑) = 𝑙𝑜𝑔10 (1 + ) (1)
𝑑
emissions were not influenced by the annual production rates of
We utilized the benford.analysis package [5] in R for our re-
pulp. [11]
search. There were no instances of missing values denoted by
A more recent study statistical analysis of elemental flows in
"NA" in the form, although there were numerous occurrences of
commonly used LCA and LCIA databases and software was anal-
zeros. The Benford function automatically disregarded any zero
ysed [7]. The main conclusions of the study signaled considerable
values, eliminating the necessity for their removal. We needed to
shortcomings in flow clarity, consistency, and extensibility in el-
extract a subset of the data that includes only columns containing
ementary flows. However, no common method of identification
numerical values. The Benford function was modified to accom-
was proposed.
modate negative numbers as well, as the sign was irrelevant for
Moreover, the objectiveness of the evaluators responsible for
our specific investigation. The Ecoinvent dataset comprises 2654
data integrity has been highlighted as crucial to LCA database
columns, of which 2648 are numeric and were utilized in the
quality [13]. While this may be self-evident, a bigger concern
analysis. Within the 2648 columns, we have identified a total of
would be when objectiveness is not guaranteed.
1190 distinct chemical substances. These substances have been
categorized into five classes according to their place of release:
3 Methodology Air, Water, Soil, Natural Resources, and Inventory Indicator.
The first-digit law is an observation about the frequency distribu-
tion of leading digits. It is also known as the Newcomb–Benford 4 Results law or Benford’s law. It has been apparently first discovered by
We have demonstrated that a significant proportion of the columns
polymath Newcomb and published in [14] and later rediscov-
in the Ecoinvent database conform to Benford’s law, specifically
ered by physicist F. Benford and presented in [3]. The Benford’s
2193 out of 2648. The majority of non-conforming cases had a
law [15] defines a fixed probability distribution for leading digits
significant number of missing values, resulting in an insufficient
of any kind of numeric data with the following requirements:
amount of data for analysis. Only 70 columns met the criteria
• Data with values that are formed through a mathematical of having sufficient observations and not conforming. Figure 2
combination of numbers from several distributions. shows proportion of columns that conform and those that do not.
• Data that has a wide variety in the number of figures (e.g., We can see that our R package also divides conformity into four
data with plenty of values in the hundreds, thousands, levels: close conformity, acceptable conformity, and marginally
tens of thousands, etc.) acceptable conformity. For our research we have counted all
• Data set is fairly large, as a rule of a thumb at least 50 – levels of conformity as the same since we can’t expect data to
100 observations [12]. conform perfectly in real life.
• Data is right skewed (i.e., the mean is greater than the In order to show that LCA data generally conforms to Ben-
median), and the distribution has a long right-tail rather ford’s law, in addition to Ecoinvent, which underwent individual
than being symmetric. column testing, other databases were examined as a whole using
• Data has no predefined maximum or minimum value (with the Benford method. These databases are open source and avail-
the exception of a zero minimum). able online, and even though they are not as big and detailed as
LCA data conforms to Benford’s law Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
Database ChiSq ChiSqP MantissaArcTest MantissaArcTestP MADConformity MAD Number of Observations
Ecoinvent 247.684 0 0.033 0 Close conformity 0 49031793
Worldsteel 44.56 0 0.039 0 Close conformity 0.002 73044
OzLCI2019 63.034 0 0.036 0 Close conformity 0.002 178940
Greendelta 29.375 0 0.032 0 Close conformity 0.001 205344
Needs 150.271 0 0.034 0 Close conformity 0.001 808382
Bioenergiedat 29.626 0 0.053 0 Nonconformity 0.018 834
Table 1: Statistical indicators of Benford’s conformity for LCA databases studied.
Conformity of Ecoinvent columns 6 and categorizing items. Needs database was established by the
NEEDS (New Energy Externalities Developments for Sustainabil-
2000 ity) project and contains life cycle inventories of future energy
supplies in Europe. The dataset includes life cycle inventory (LCI)
information related to upcoming transportation services, power,
1500
Close conformity and material supply in the industrial sector. Bioenergiedat was
Acceptable conformity developed as part of the German BioEnergieDat project and was
1000 Marginally acceptable conformity finalized in February 2013. The objective of the project was to
Nonconformity establish supply chains for bioenergy alternatives, with a par-
Number of columns Not suitable data
ticular focus on the German context. The primary focus was
500
on bioenergy derived from wood and wastewood, wheat, and
biowaste.
0
Conforming Nonconforming
ecoinvent database worldsteel database
Conformity
30 30
Figure 2: Conformity of Ecoinvent columns
20 20
ercentage ercentage
P P
Ecoinvent, they also conformed. From the Figure 3 we can see
10 10
that all of these databases conformed with the testing, except
for one that was outdated and lacked sufficient data. By visual
0 0
inspection, the last database appears acceptable, however, from a 1 2 3 4 5 6 7 8 9 1 2 3 4 5 6 7 8 9
Digit Digit
statistical standpoint, it does not meet the required criteria. Table
OzLCI2019 database Environmental Footprint database
1 shows all statistical values produced by our Benford function.
30 30
1
As aforementioned, the Bioenergiedat stands out as the only
non-conforming LCA database due to the low amount of observa-
tions (n=834), the credibility of this statistical test is questionable. 20 20
For other databases, all statistical conformity tests signal strong
ercentage ercentage
P P
conformity with the expected distribution, which results into a
10 10
Close conformity according to commonly used MAD conformity
test. All open source databases were found on OpenLCA Nexus
2 3 0 0
website . Worldsteel presents comprehensive worldwide and 1 2 3 4 5 6 7 8 9 1 2 3 4 5 6 7 8 9
Digit Digit
regional Life Cycle Inventory (LCI) data for 16 different steel needs database bioenergiedat database products, ranging from hot rolled coil to plate, rebar, sections,
30
and coated steels. This study was conducted using the world-
30
steel LCI methodology report and ISO standards 14040 and 14044.
20
It is considered the most extensive and precise LCI dataset for
20
4
steel products worldwide. OzLCI2019 is a free LCA database
ercentage ercentage
P P
created by The Evah Institute in Australia. The database covers 10
10
the supply of goods from the Australasian area, including im-
5
ports, and was created using openLCA. Greendelta is focused on
0 0
providing secondary data for Product Environmental Footprints 1 2 3 4 5 6 7 8 9 1 2 3 4 5 6 7 8 9
Digit Digit
(PEFs) within the openLCA software. The objective is to address
the environmental effects of products, such as carbon emissions, Figure 3: Comparison of first digit distribution between
by creating a standardized European approach for evaluating different databases
1
https://bioenergiedat.de/
2
https://nexus.openlca.org/
3
https://worldsteel.org/
4
http://www.evahnaturepositive.com/
5 6
https://www.greendelta.com/ https://nexus.openlca.org/database/NEEDS
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Bogdan Šinik and Aleksandar Tošić
5 Conclusion and future work (part i): overview and methodology. The International Journal of Life Cycle
Assessment, 21, 1218–1230.
Our analysis has determined that, generally, LCA data should
conform to Benford’s law. The results were consistent with ex-
pectations and demonstrated that this straightforward statistical
approach can be employed to evaluate first assessments of data
reliability. We anticipated that the entire LCA dataset would con-
form, while we acknowledged the possibility that certain minor
components would not. Non-conformity in the results does not
imply the inaccuracy or fabrication of the data; rather, it indicates
the necessity for expert verification. Establishing general confor-
mity is a stepping stone, as the method can be used to reliably test
for database anomalies quickly and efficiently. However, noncon-
formity would still require expert assessment to determine the
reasons. Typically, anomalies might be statistically undetectable
in large number of observations. This is commonly addressed
by sub-sampling the data. By testing individual parameters, we
have shown that for Ecoinvent, almost all are conforming (>95%).
Future work should include other sub-sampling techniques such
as geographic location, compartment (Air, Water, Soil, Natural Re-
sources, and Inventory Indicator), and others. These approaches
might provide a more granular view and possibly be able to detect
anomalies in individual sub-samples, thereby making subsequent
analysis easier and more accurate.
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Liquid Neural Network in Modelling Rainfall-Runoff
Henok Teklu† Matjaz Gams Maciej Wielgosz
Applied Artificial Intelligence Applied Artificial Intelligence Applied Artificial Intelligence
Alma mater Eurapae Jamova 39, Slovania,Ljubljana Jozef stefan Alma mater Eurapae
Slovenska ulica 17, 2000
Slovenska ulica 17, 2000 matjaz.gams@ijs.si Maribor, Slovenia henok.teklu@almater.si Maribor, Slovenia wielgosz1@gmail.com
ABSTRACT tako kratkoročnih kot dolgoročnih napovedi, kar nakazuje na
njegov potencial pri izboljšanju hidroloških napovedi in
This study explores the use of Liquid Neural Networks (LNNs) upravljanju z vodnimi viri. to predict runoff for one, three, and six days ahead, highlighting
their superior performance compared to traditional models such KLJUČNE BESEDE
Long Short-Term Memory (LSTM) networks. LNNs leverage a Liquid Neural Networks, napovedovanje odtoka, hidrološko as Artificial Neural Networks (ANNs), Model Trees (MTs), and
dynamic reservoir of neurons, enabling them to capture complex napovedovanje, časovne odvisnosti, strojno učenje, padavinsko-
temporal dependencies inherent in the rainfall-runoff process. odtočno modeliranje
The study employs a case analysis of the Sieve River basin, using
historical hydrological data to train and evaluate the models. The
1 Introduction
results demonstrate that LNNs consistently outperform other
models across all prediction horizons, achieving the lowest Root Rainfall-runoff models are essential tools in hydrology used to
Mean Square Error (RMSE) and Normalized Root Mean Square simulate the transformation of rainfall into runoff, a process
Error (NRMSE) values, and the highest Coefficient of Efficiency critical for water resource management, flood forecasting, and
(COE). This indicates that LNNs are highly effective for both environmental protection. These models help understand and
short-term and long-term hydrological forecasting, offering predict how precipitation translates into river discharge, which is
significant potential for enhancing water resource management vital for designing infrastructure, managing water resources, and
and flood prediction strategies.1 mitigating the impacts of extreme weather events.
KEYWORDS Traditionally, rainfall-runoff models have employed a variety of
Liquid Neural Networks, Runoff Prediction, Hydrological algorithms ranging from empirical and conceptual models to more sophisticated data-driven techniques. Among the data- Forecasting, Temporal Dependencies, Machine Learning, driven approaches, Artificial Neural Networks (ANNs) and Rainfall-Runoff Modeling Model Trees (MTs) have been extensively used due to their
ability to capture complex nonlinear relationships between
POVZETEK
rainfall and runoff [1, 2]. ANNs, inspired by the human brain,
Ta študija raziskuje uporabo Liquid Neural Network (LNN) za consist of interconnected nodes (neurons) that process input data
napovedovanje odtoka vode (runoff) en, tri in šest dni vnaprej. to produce an output. They are highly effective in identifying
LNN je vrsta rekurentne nevronske mreže, ki ohranja dinamično patterns and making predictions based on historical data [3]. On
stanje nevronov, kar omogoča zajemanje kompleksnih časovnih the other hand, Model Trees are decision tree-based models that
vzorcev v podatkih. combine linear regression at the leaves, offering a more
interpretable approach while maintaining good predictive
Raziskava se osredotoča na bazen reke Sieve v Toskani, Italija, performance (Quinlan, 1992).
in vključuje podatke o padavinah, evapotranspiraciji in odtoku v
obdobju treh mesecev. Rezultati kažejo, da LNN dosledno In addition to ANNs and MTs, Long Short-Term Memory
presega tradicionalne metode, kot so Artificial Neural Networks (LSTM) networks and other recurrent neural networks (RNNs)
(ANN), Model Trees (MT) in Long Short-Term Memory have gained popularity for rainfall-runoff modeling. LSTMs are
(LSTM) omrežja, pri vseh napovedovalnih horizontih (1, 3, 6 a type of RNN specifically designed to capture long-term
dni). LNN se je izkazal za najučinkovitejšega pri obvladovanju dependencies in sequential data by addressing the vanishing
1 – Permission to make digital or hard copies of part or all of this work for Information Society 2024, 711 October 2024, Ljubljana, Slovenia personal or classroom use is granted without fee provided that copies are not
made or distributed for profit or commercial advantage and that copies bear © 2024 Copyright held by the owner/author(s). this notice and the full citation on the first page. Copyrights for third-party
components of this work must be honored. For all other uses, contact the
owner/author(s).
gradient problem common in traditional RNNs [4]. LSTMs and Temporal Processing: The temporal processing capability of
similar architectures like Gated Recurrent Units (GRUs) have LNNs allows them to capture and model the evolution of time-
shown promise in modeling time series data due to their ability series data more effectively than static neural networks.
to maintain and update a memory state over long sequences,
making them well-suited for hydrological forecasting [1]. Training: LNNs typically involve training only the output layer,
while the reservoir dynamics are left untrained but fixed, which
While these methods have proven effective for short-term and simplifies the learning process and allows for efficient handling
moderately long-term predictions, their performance tends to of temporal data [7].
degrade over even longer lead times. This limitation is partly due
to the static nature of these models, which may struggle to 3.3 Architecture of Liquid Neural Networks
capture the dynamic temporal dependencies inherent in the
Neurons: Dynamic Neurons: Neurons in LNNs have time-
rainfall-runoff process. Consequently, there is a growing interest
dependent states that evolve based on their interactions with
in exploring more advanced neural network architectures that can
other neurons in the reservoir.
better handle temporal data.
Synapses: Adaptive Synapses: Synapses in LNNs can adapt
based on the input data, allowing the network to learn temporal
2 Modelling
patterns.
This study extends the analysis by employing a Liquid Neural
Network (LNN) to predict runoff one, three, and six days ahead. Network Topologies: Reservoir Computing: LNNs employ a
LNNs are a type of recurrent neural network that maintain a fixed, randomly connected recurrent network (the reservoir) to
dynamic reservoir of internal states, allowing them to capture project input signals into a higher-dimensional space, facilitating
complex temporal patterns in data. Unlike traditional neural the capture of temporal patterns [5].
networks, which rely on static weights and activations, LNNs
leverage a constantly changing network of neurons, making them 3.4 Advantages of Liquid Neural Networks
particularly suitable for modeling temporal data.
Temporal Dynamics: LNNs naturally handle time-series data
The results of this study indicate that the LNN can effectively and dynamic processes, making them well-suited for tasks such as speech recognition, event detection, and time-dependent capture the temporal dependencies in the rainfall-runoff predictions [6]. transformation process. By leveraging the dynamic behavior of
neurons, the LNN can model short-term and medium-term
Energy Efficiency: Due to their dynamic nature, LNNs can be
dependencies and provide accurate predictions for runoff one
more energy-efficient than traditional neural networks, as they
day, three days, and even six days ahead. This promising
maintain a dynamic equilibrium rather than constantly
approach offers significant potential for improving hydrological
recalculating static weights.
forecasting over longer lead times, essential for effective water
resource management, flood prediction, and planning. Biological Plausibility: By mimicking the brain's dynamic
processing of information, LNNs provide insights into biological
neural processes and can be used to study and model neural
3 Liquid Neural Networks and Their
behavior.
Architecture
3.5 Challenges and Future Directions
3.1 Introduction to Liquid Neural Networks
Training Complexity: Training LNNs can be challenging due
Liquid Neural Networks (LNNs) represent an advanced to the complex dynamics of the reservoir. Researchers are
approach to recurrent neural network design. LNNs maintain a exploring various approaches to optimize training and improve
reservoir of dynamic states, enabling them to capture complex performance [7, 8]. temporal dependencies and patterns in data. This feature makes
LNNs particularly well-suited for tasks involving time- Computational Resources: Although LNNs are theoretically
dependent data and dynamic systems [5, 6]. efficient, simulating large-scale LNNs can be computationally
intensive. Advances in neuromorphic hardware aim to address
3.2 Key Concepts and Mechanisms these challenges by providing specialized hardware for efficient
Dynamic Reservoir: LNN simulation [9]. LNNs consist of a reservoir of
interconnected neurons with time-varying states. The reservoir's
dynamic nature allows it to process and retain information over
4 Case Study
varying time scales, making it effective for modeling temporal
dependencies. The study focused on the Sieve River basin, situated in the
Tuscany region of Italy, with a drainage area of 822 km². The
Sieve River, a tributary of the Arno River, extends for 56 km
through predominantly hilly and mountainous terrain. The 1. Data Loader: The training data is loaded in batches using
climate in this basin is temperate and humid. PyTorch's DataLoader to facilitate efficient training and
allow the use of GPUs for acceleration.
For this analysis, three months' worth of hourly data on discharge
(Q), precipitation (R), and evapotranspiration (E) were available, 2. Loss Function and Optimizer: Mean Squared Error
covering December 1959 to February 1960 and comprising 2,160 (MSE) is used as the loss function to measure the difference
data points. This dataset includes a variety of hydrological between the predicted and actual runoff values. The Adam
conditions, with flow rates spanning a wide range. optimizer is chosen for its efficiency in handling sparse
gradients and adaptive learning rate.
5 Result and Discussion 3. Training Loop: The model is trained over several epochs.
This document provides a detailed overview of the In each epoch, the model processes each batch of data,
implementation of a Fluid Neural Network (FNN) for predicting computes the loss, performs backpropagation to calculate
three, and six days ahead using historical data. The model optimizer. The average loss per epoch is monitored to track the training progress. leverages PyTorch for the neural network implementation and rainfall-runoff processes. The aim is to forecast runoff for one, gradients, and updates the model parameters using the
integrates a dynamic adjustment mechanism to optimize the
number of active units in the fluid cells, enhancing its ability to
handle varying input data complexity.
5.4 Model Evaluation and Predictions
5.1 Data Preparation After training, the model is evaluated on the test set to measure
its performance. The test loss is computed to assess how well the
The dataset includes various hydrological parameters such as
model generalizes to unseen data. Additionally, the trained
precipitation, evapotranspiration, and river discharge. The
model is used to make predictions, which are then compared to
features (inputs) and target variables (outputs) are extracted and
actual runoff values to validate the model's accuracy.
normalized to ensure that all variables contribute equally to the
to standardize the features by removing the mean and scaling to 5.5 Results model training process. StandardScaler from Scikit-Learn is used
unit variance. The Fluid Neural Network demonstrated superior performance
in predicting runoff compared to traditional models, particularly
5.2 Model Architecture for longer lead times. For the six-day prediction horizon, the
model showed significant improvements in accuracy, attributed
The core of this approach is the Fluid Neural Network, a variant
to its ability to dynamically adjust to the temporal dependencies
of the LSTM (Long Short-Term Memory) network designed to
in the data. Results are presented in Table 1.
dynamically adjust the number of active units based on the input
variance. This fluid behavior optimizes the model's performance,
especially for time-series data with varying temporal 6 Discussion and Conclusion dependencies.
1. 6.1 Discussion
Fluid LSTM Cell: This cell dynamically adjusts the
number of active units based on the variance of the input The comparison of the models' performance across different
data. High variance input activates more units, allowing the prediction horizons (Day 1, Day 3, and Day 6) reveals significant
model to capture complex patterns, while low variance insights into their efficiency and accuracy.
input activates fewer units to prevent overfitting and reduce
computational load. Artificial Neural Network (ANN):
2. Fluid LSTM Network: The network consists of multiple For short-term predictions (Q₊₁), ANN demonstrates reasonable
layers of Fluid LSTM cells. Each layer processes the accuracy with an RMSE of 5.175 m³/s, an NRMSE of 0.106 m³/s,
sequential data and passes the hidden states to the next layer. and a COE of 0.9886.
Dropout is applied to prevent overfitting.
However, as the prediction horizon extends to Q₊₃ and Q₊₆, the
3. performance of ANN deteriorates, with RMSE values increasing Fully Connected Layer : After processing through the
Fluid LSTM layers, the final hidden state is passed to a fully to 11.353 m³/s and 19.402 m³/s, respectively. Correspondingly,
connected (linear) layer that maps the high-dimensional COE values decrease, indicating reduced model efficiency.
output to the desired number of outputs, which in this case
are the runoff predictions for one, three, and six days ahead. M5 Model tree:
The MT model exhibits superior performance compared to ANN
5.3 Training the Model
for short-term predictions, with an RMSE of 3.612 m³/s, an
The training process involves the following steps: NRMSE of 0.074 m³/s, and a COE of 0.9944 for Q₊₁.
For Q₊₃, the RMSE rises to 12.548 m³/s, and the COE drops to Even for medium-term (Q₊₃) and long-term (Q₊₆) predictions,
0.9331, demonstrating a noticeable decline in performance for LSTM maintains relatively lower RMSE values of 10.500 m³/s
medium-term predictions. and 18.000 m³/s, and higher COE values of 0.9550 and 0.8600,
respectively.
For Q₊₆, the RMSE further increases to 21.547 m³/s, and the COE
falls to 0.8028, indicating significant prediction errors and Liquid Neural Network (LNN):
reduced model reliability for long-term predictions.
The LNN model consistently exhibits the best performance
Long Short-Term Memory (LSTM): across all metrics and prediction horizons. For Q₊₁, it achieves an
RMSE of 2.800 m³/s, an NRMSE of 0.058 m³/s, and a COE of
LSTM models outperform both ANN and MT across all 0.9960.
prediction horizons. For Q₊₁, the RMSE is 3.200 m³/s, the
NRMSE is 0.066 m³/s, and the COE is 0.9952.
Table 1: Results
Prediction ANN: MT: LSTM: LNN:
RMSE NRMSE RMSE NRMSE RMSE NRMSE RMSE NRMSE
COE COE COE COE
(m³/s) (m³/s) (m³/s) (m³/s) (m³/s) (m³/s) (m³/s) (m³/s)
Q₊₁ 5.175 0.106 0.9886 3.612 0.074 0.9944 3.2 0.066 0.9952 2.8 0.058 0.996
Q₊₃ 11.353 0.234 0.9452 12.548 0.258 0.9331 10.5 0.216 0.955 9.5 0.195 0.96
Q₊₆ 19.402 0.399 0.8401 21.547 0.443 0.8028 18 0.37 0.86 16 0.329 0.88
For Q₊₃, the RMSE and NRMSE are 9.500 m³/s and 0.195 m³/s, REFERENCES
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The governance of cultural landscapes in the EU:
A Comparative Analysis of the Nature Restoration Law
and the LULUCF Regulations
Richard J. Schenk
MCC Brussels
Brussels, Belgium
richard.schenk@brussels.mcc.hu
Abstract Land Use-Change and Forestry (LULUCF) Regulation. These two pieces of legislation are chosen due to their relevance for This paper explores how the EU's evolving climate regime cultural landscapes across the EU. The NRL can transform the complex impacts cultural landscapes, focusing on the Nature European landscape anew, and certainly in combination with Restoration Law (NRL) and the revised LULUCF Regulation. other measures [3]. The LULUCF Regulation not only impacts Using Multi-Level Governance (MLG) and regime complex landscapes and forests in its name, but it also plays a crucial role theory, it analyses how these policies, now legally binding, in the overall timetable of the EU in achieving carbon neutrality influence governance across multiple levels. Through case [4], [5]. In the case of the NRL, the study specifically refers to studies on the transformation of the Habitats Directive into the the experiences learnt from the older Habitats Directive in the NRL and the 2023 LULUCF revision, the study highlights the Netherlands. At the same time, the LULUCF is seen as more decisive role of NGOs in integrating climate, biodiversity, and general in the context of alpine and boreal areas since it is a land-use goals. The findings underscore the ongoing challenges newer piece of EU legislation. The analytical framework for the in balancing EU-wide directives with local adaptation needs. analysis is provided by multi-level governance (MLG) theory
Keywords to the two case studies respectively. The contribution ends with and regime complex theory. These two frameworks are applied
EU Climate Policy ; Nature Restoration Law (NRL) ; LULUCF a discussion of the findings.
Regulation : Cultural Landscapes : Multi-Level Governance
(MLG) ; Regime Complex Theory ; Environmental Governance
; NGO Influence ; Biodiversity Conservation ; Sustainable Land 2 The analytical framework: Combining multi-
Use level governance and regime complex theories
1 The study's analytical framework is divided into a macro and The change of EU climate policy instruments
level analysis. On the macro level, MLG deals with the
distribution of authority across different levels of government—
In recent decades, the EU moved from climate policies that are local, regional, national, and international—where multiple
more ’symbolic’ to legally binding targets. At the European level actors and institutions interact to shape policy outcomes. By
at a range of institutions has developed to deal with climate applying MLG, the study explores how the interplay between
policies. Today, these institutions oversee a large toolbox of various governance levels and overlapping regulatory regimes
policy instruments [1]. Knodt even identified three modes of shapes the two case studies [6], [7]. On the meso level, regime
European climate governance, ranging from hard to softer complexes refer to the loosely connected sets of institutions and
governance models [2]. norms that govern overlapping issue areas in global governance.
Changes of this magnitude to EU climate policies naturally Unlike a single, cohesive regime, regime complexes are
impact cultural landscapes in the Union. This contribution sheds characterised by their fragmented and sometimes conflicting
light on how the changes to EU governance shaped two EU regulations. The concept of regime complexes allows for the
policies: the Nature Restoration Law (NRL) and the Land Use, better analysis of the role of NGOs as they advocate for specific
norms, providing expertise, and mobilizing public opinion, often
Permission to make digital or hard copies of part or all of this work for personal or bridging gaps between different governance levels and regimes
classroom use is granted without fee provided that copies are not made or distributed [8], [9]. This look at the meso level is necessary as environmental
for profit or commercial advantage and that copies bear this notice and the full and climate policies display a significant amount of NGO activity
citation on the first page. Copyrights for third-party components of this work must
be honored. For all other uses, contact the owner/author(s). [10].
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.env.3
3 Case Study I: The evolution of the EU
Habitats Directive into the NRL
3.1. Multi-Level Governance offered by the Habitats Directive. The development of the NRL
reflects an MLG approach, where the European Commission,
The Habitats Directive (92/43/EEC), adopted in 1992, is a
influenced by member state experiences, proposed a more
cornerstone of EU biodiversity policy, aiming to protect natural
comprehensive framework. This framework integrates
habitats and species across Europe. It created the Natura 2000
biodiversity restoration into broader land use and agricultural
network, which includes protected areas that member states must
policies, addressing the gaps identified in the previous directive
manage to conserve habitats and species of European
[15].
importance. The Directive operates within an MLG framework,
requiring coordination between the European Commission,
3.2. Regime Complexes
national governments, and local authorities. This necessitates
collaboration across multiple levels of governance to ensure that
conservation objectives are met while considering national and The regime complex surrounding the Habitats Directive is
local contexts. The Habitats Directive is, in this regard, the composed of various overlapping and interconnected regimes,
extension of the global climate policy framework into EU including EU environmental policies (e.g., Habitats and Birds
environmental and climate policies [11]. The Directive operates Directives), agricultural policies (e.g., Common Agricultural
within an MLG framework, requiring coordination between the Policy), legal frameworks, and international biodiversity
European Commission, national governments, and local agreements (e.g., Convention on Biological Diversity).
authorities. Over time, it became evident that the Habitats In the Netherlands, NGOs were instrumental in bringing
Directive, while foundational, had limitations in addressing attention to the nitrogen crisis, particularly its impact on
emerging environmental challenges. These included habitat protected habitats under the Habitats Directive. Organisations
degradation outside Natura 2000 sites and the lack of integration such as Milieudefensie (Friends of the Earth Netherlands) and
with broader land use and agricultural policies. the Dutch Association for Nature Conservation
(Natuurmonumenten) used legal avenues to challenge the Dutch
government's failure to adequately address nitrogen pollution,
leading to significant court rulings that halted construction
projects and forced policy reconsiderations [16], [17], [18]. In
response, the Dutch government revealed a plan to mitigate the
impact of the consequences of the nitrogen crisis with the help of
24 billion EUR [19].
The persistent advocacy and legal actions by NGOs in the
Netherlands were critical in demonstrating the limitations of the
Habitats Directive in addressing complex, cross-sectoral
environmental issues like nitrogen pollution. This helped build
the case for more comprehensive legislation at the EU level. The
Dutch experience provided a clear example how the NGOs could
amplify the issues arising from the Habitats Directive, create
public pressure and cause huge ramification for government and
society. The leading to the proposal of the NRL. It sets ambitious
Figure 1: Conservation Status of habitats at Member quantitative targets in terms of both the areas to restore and the
State level, 2013-18 [12] timeframe [20].
As the Figure 1 highlights, particular issues arose in the Low
Countries. Especially the Netherlands faced significant issues
4 Case Study II: The impact of the EU Green
with nitrogen emissions, largely due to intensive agriculture,
which led to widespread habitat degradation. The crisis Deal on the LULUCF Regulation
highlighted the inadequacies of the existing framework, where
4.1. Multi-Level Governance
national policies were often misaligned with the original
directive [13]. The Netherlands struggled to reconcile its The LULUCF Regulation is primarily an EU-level policy
intensive agricultural sector with the requirements of the Habitats designed to align with the EU's overall climate targets, including
Directive, leading to legal challenges and a halt in construction the European Green Deal and the Fit for 55 package, which aims
projects. In response, the Dutch government had to devise a to reduce net greenhouse gas emissions by at least 55% by 2030
comprehensive compared to 1990. Member states are responsible for nitrogen reduction strategy involving
collaboration across multiple governance levels, from local implementing the LULUCF Regulation. This requires each
municipalities to the national government and EU institutions country to develop national forestry and land-use policies that
[14]. align with the EU’s overarching goals. The 2023 revision
The NRL, proposed by the European Commission in 2022, introduced more stringent national accounting requirements,
can be seen as an evolution of the Habitats Directive, driven by including higher carbon removal targets. The implementation at
the lessons learned from crises like that in the Netherlands. This the regional and local levels involves managing forests,
new law aims to restore degraded ecosystems across the EU, with agricultural lands, and wetlands to maximise carbon
binding targets for habitat restoration beyond the protections sequestration while balancing economic and environmental
objectives. Local authorities and landowners are crucial in for carbon sequestration and broader ecosystem services,
executing these policies, requiring close coordination with including biodiversity and water regulation. This norm has been
national governments. increasingly adopted within the LULUCF framework,
In 2023, the LULUCF Regulation underwent a major revision particularly in the 2023 revision. The organizations lobbied for
to align it with the Green Deal targets. The new LULUCF more stringent monitoring, reporting, and verification (MRV)
Regulation introduced rigorous monitoring, reporting, and processes to ensure that member states' contributions to carbon
verification requirements (MRV). Member states must regularly sequestration are transparent and verifiable. NGOs also pushed
report on their progress toward the targets, and the European for accountability measures to address non-compliance, which
Commission monitors compliance. It set binding targets for each were incorporated into the revised regulation. NGOs are crucial
member state regarding carbon removals in the LULUCF sector, in monitoring the implementation of the LULUCF Regulation
and to ensure compliance, includes provisions for penalties and across the EU. Acting as watchdogs ensures that member states
corrective actions if member states fail to meet their targets. [4], adhere to their commitments and that the interactions between
[5]. This creates a feedback loop where national actions are different regimes remain aligned with overarching
evaluated at the EU level. This marked a major shift in the environmental goals. [22].
vertical integration of LULUCF policies in the EU, including By acting across multiple regimes—climate, biodiversity, and
strengthening the compliance mechanism under the LULUCF agriculture—NGOs have helped to transform the LULUCF
Regulation by imposing a financial penalty of EUR 375 on Regulation into a more comprehensive and coherent policy
Member States for each ton of CO2eq more than the annual instrument.
national target in the given year after 2026.[21].
Figure 3: Comparison of different LULUCF Projections [23]
Figure 2: The newly introduced LULUCF compliance 5 Conclusion
mechanism [21] The evolution of EU climate policy has shifted from symbolic
measures to robust, legally binding targets, exemplified by the
4.2. Regime Complexes
NRL and the 2023 revision of the LULUCF Regulation. These
The LULUCF Regulation is situated at the intersection of several policies illustrate how the EU has strengthened its governance
major international and EU regimes, including climate change framework to address climate change, biodiversity, and land use
(e.g., the Paris Agreement), biodiversity (e.g., the Convention on challenges.
Biological Diversity), and agricultural policy (e.g., the Common Using Multi-Level Governance (MLG) and regime complex
Agricultural Policy - CAP). Each of these regimes has its theories, this study highlights the critical role of coordinated
objectives, norms, and governance structures, which sometimes governance across multiple levels and the influence of NGOs.
overlap or conflict. The NRL, shaped by the Dutch nitrogen crisis and the LULUCF
The 2023 revision of the LULUCF Regulation reflects efforts Regulation, aligned with the European Green Deal, demonstrate
to harmonise these overlapping regimes. It seeks to integrate how integrated approaches and NGO advocacy have transformed
carbon sequestration goals with biodiversity conservation and these policies into powerful tools for achieving EU climate and
sustainable land use, addressing the synergies and tensions ecological goals. Yet, this transformation inherently curbed the
between these regimes. NGOs have been instrumental in shaping ability of member states and local governments to shape their
the LULUCF Regulation by advocating for stronger links environmental and climate policies. Meanwhile, meta-studies
between climate and biodiversity regimes. NGOs often act as highlight the necessity of adapting climate and environmental
bridges between regimes, facilitating communication and policies to local geography, regional preferences, and the needs
coordination among different governance structures. of local communities [24].
NGOs acted as norm entrepreneurs during the revision
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under?activeAccordion=ecdb3bcf-bbe9-4978-b5cf-0b136399d9f8
Resne napake v oceni toplogrednega učinka ozračja
Serious Errors in the Assessment of the Atmospheric
Greenhouse Effect
Erik Margan
Oddelek za eksperimentalno fiziko osnovnih delcev
Institut Jožef Stefan
Ljubljana, Slovenija
POVZETEK mainly by greenhouse gases emissions. Following the expected
changes the IPCC prepares recommendations to governments to
Toplogredni učinek ozračja je osnovni proces na katerem mitigate the climate changes and reduce their consequences, as
Medvladni odbor za podnebne spremembe (Intergovernmental well as adapt their legislation to implement those measures in
Reports, AR) analizira izhodiščno stanje in napoveduje countries members of the United Nations Organization. The pričakovane podnebne spremembe, ter njihove posledice. Po methodology used by the IPCC for their analyses and predictions Panel for Climate Change, IPCC) v svojih poročilih (Assessment accordance with the Paris Agreement signed by almost all
zadnjih 150 letih pretežno posledica človekovih dejavnosti, errors in the way the greenhouse effect has been presented in the predvsem izpustov toplogrednih plinov v ozračje. Na osnovi IPCC documents, which rises a strong doubt in the correctness njihovih ugotovitvah je segrevanje ozračja, ki ga beležimo v contains a number of errors. Here we show only some serious
pričakovanih sprememb IPCC pripravlja priporočila vladam s of their analysis. Because of those errors the human influence on
katerimi ukrepi bi omilili podnebne spremembe in blažili njihove climate is overestimated, as are their expected consequences,
posledice, ter ustrezno prilagodili zakonodajo za uveljavljanje in therefore the relevance and the necessity to mitigate them is
izvajanje teh ukrepov, čemur so se s svojimi podpisi Pariškega reduced, as well as the urgency to adopt the proposed restrictive
sporazuma zavezale skoraj vse države članice Organizacije legislation. združenih narodov. Metodologija, ki jo uporablja IPCC za svoje
analize in napovedi vsebuje vrsto napak. V tem prispevku se KEYWORDS bomo omejili na nekaj resnih napak v oceni toplogrednega
učinka v dokumentih IPCC, kar vzbuja močan dvom v pravilnost Atmospheric greenhouse effect, climate change, Stefan-
njihovih ugotovitev. Zaradi tega je človeški vpliv na podnebne Boltzmann law, radiative balance, average global air
spremembe in njihove pričakovane posledice močno precenjen, temperature, concentration of greenhouse gases.
kar posledično zmanjšuje nujnost ukrepanja in sprejetja raznih
predlaganih omejevalnih zakonov. 1 Uvod v fizikalno ozadje
KLJUČNE BESEDE Termodinamika je področje fizike, ki opisuje procese prenosa
Toplogredni učinek ozračja, podnebne spremembe, Stefan- toplote med obravnavanimi telesi in njeni zakoni veljajo tako na
Boltzmannov zakon, sevalno ravnovesje, povprečna globalna molekularni kot na makroskopski ravni. Toplotna energija se
temperatura ozračja, vsebnost toplogrednih plinov. manifestira v elektromagnetih interakcijah med obravnavanimi
telesi, kar pomeni, da obstajajo tesne povezave med notranjo
ABSTRACT energijo teles (v obliki kinetične energije, ki se izmenjuje ob
trkih, ali pa kot lastne oscilacije in resonance zaradi vezalne
The atmospheric greenhouse effect is the basis on which the
energije med posameznimi atomi), ter absorbiranim ali
Intergovernmental Panel for Climate Change (IPCC) in their
emitiranim elektromagnetnim sevanjem, katerega energija
Assessment Reports analyse the current climate and predict the
(oziroma pripadajoča frekvenca) mora ustrezati določenemu
expected climate changes and their consequences. In their
molekularnemu rotacijsko-vibracijskemu kvantnemu stanju.
estimate the atmospheric warming experienced during the last
150 years has been caused dominantly by human activities, Za lažje razumevanje termodinamičnih procesov v ozračju je
______________ pomembno imeti v mislih dve spoznanji. Prvo je, da je energija
Permission to make digital or hard copies of part or all of this work for personal or
classroom use is granted without fee provided that copies are not made or distributed fotonov (kvantov elektromagnetnega sevanja) kvantizirana in
for profit or commercial advantage and that copies bear this notice and the full ustreza produktu Planckove konstante h in frekvence ν: citation on the first page. Copyrights for third-party components of this work must
be honored. For all other uses, contact the owner/author(s).
(1)
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia E = hν
© 2024 Copyright held by the owner/author(s).
DOI https://doi.org/10.70314/is.2024.env.04
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia E. Margan
Pri tem lahko molekula lahko absorbira sevanje na ustrezni Slika 1 je morda nekoliko zavajajoča, ker so spektri prikazani v
frekvenci le, če pripadajoče kvantno stanje ni zasedeno. odvisnosti od valovne dolžine. Energija sevanja pa je sorazmerna
Absorbirano energijo pa molekula čez čas spontano emitira spet frekvenci in obratno sorazmerna valovni dolžini. Poleg tega pa
v obliki fotona z enako frekvenco, če pred tem ni bila je lestvica valovnih dolžin logaritemska, zato zgleda, kot da
izpostavljena drugim interakcijam. dolge valovne dolžine (nizke frekvence) nosijo več energije, v
resnici pa je ravno obratno. Težava pa je tudi v tem, da so vsi
Za absorpcijo je tudi pomembna nesimetrična oblika molekule, prikazani spektri normirani na svoje maksimume, ki
ker s tem zunanjemu polju izkazuje električni dipolni moment. predstavljajo 100% učinka pri vrhu posameznega območja
Dvoatomske molekule v ozračju (N2, O2) so vedno simetrične in valovnih dolžin. Zato je primerjava učinkov med molekulami
zato nimajo nizko-energijskih interakcij s sevanjem. Drugače pa nekoliko otežena. Tretja težava pa nastopi zaradi različnih
je s triatomskimi molekulami. Na pr., pri vodni molekuli, H2O, koncentracij molekul v ozračju, saj je verjetnost zajetja fotona
tvorita atoma vodika glede na atom kisika kot 105°, zato je polje odvisna tudi od koncentracije. Vse to je treba imeti v mislih kadar
molekularnega naboja elektronskih orbital nesimetrično. primerjamo posamezne spektre.
Molekula ogljikovega dioksida, CO2, pa ima simetrično obliko,
atoma kisika tvorita z atomom ogljika dvojne vezi pod kotom Poseben primer predstavlja vodna para, saj se posamezne
180°: O=C=O. Zato molekula CO2 v osnovnem energijskem molekule vode lahko povezujejo v različno velike aglomerate, od
stanju nima dipolnega momenta in ne prihaja do interakcije s dveh molekul pa do makroskopskih kapljic. Posledično ima
sevanjem. Po trku z neko drugo molekulo v ozračju pa se lahko vodna para mnogo širši spekter in veliko število resonanc, mnogo
del kinetične energije porazdeli med obe molekuli in se zaradi večje od osnovnih šest za posamezno vodno molekulo.
tega lahko vzbudi ena od možnih nihalnih in rotacijskih
resonanc, odvisno od razpoložljive količine energije ob trku. Molekule CO2 pa se med seboj ne povezujejo, ima pa ta molekula
Zaradi nihanja kisikovih atomov glede na ogljikov atom dobi štiri izrazite resonance in sicer pri 1,9 μm, 2,8 μm, 4,2 μm, ter
molekula CO2 za kratek čas nesimetrično obliko in nek določen 15 μm. Prve tri se nahajajo v območju kjer je tako sončevo kot
dipolni moment in lahko absorbira foton ustrezne frekvence. zemeljsko sevanje majhno, pa še delno se prekrivajo s spektrom
vodne pare, katere koncentracija v nižjih plasteh ozračja je od 25
Na splošno imajo triatomske molekule več načinov nihanja, zato do 100 krat večja, zato je tam učinek CO2 na segrevanje ozračja
tudi več različnih resonančnih frekvenc, ki tvorijo karakteristični majhen. Dominanten učinek CO2 je pri resonanci v območju
spekter posamezne molekule. V odvisnosti od rotacijskih osi pa okoli 15 μm, ki je tudi delno prekrito s spektrom vodne pare.
resonance preidejo v ožji ali širši frekvenčni pas v okolici
resonančne frekvence. Zato lahko te molekule zajamejo ali Drugo pomembno spoznanje za razumevanje termodinamičnih
oddajo fotone z malenkostno drugačno frekvenco od osnovne. procesov je v verjetnosti zajetja ali izsevanja fotonov in
Slika 1 pogostosti trkov med posameznimi molekulami. prikazuje spektre molekul, ki jih vsebuje ozračje v
različnih koncentracijah, v primerjavi s sevalnim spektrom
sončevega in zemeljskega sevanja. Če neka molekula zajame foton, ne more več zajeti drugega z
enako frekvenco dokler se bodisi spontano ne znebi presežka
energije z izsevanjem fotona z enako frekvenco, bodisi pa trči z
neko drugo molekulo in se celotna energija obeh molekul
porazdeli drugače, zaradi česar se prejšnje resonančno kvantno
stanje sprosti. S tem pa tudi energija zajetega fotona preide v
kinetično energijo molekul, kar pomeni povečano temperaturo
ozračja, ponovna emisija fotona z enako frekvenco pa ni več
možna. Tako zajeta energija ostane v ozračju dalj časa, saj se
kinetična energija teh dveh molekul z nadaljnjimi trki porazdeli
na vedno večje število molekul, nazadnje pa uide v vesolje kot
sevanje pri valovnih dolžinah daljših od 50 μm.
Če pa molekula zajame foton in ga kmalu zatem spet odda, se v
ozračju ni spremenilo nič bistvenega, le energija je na svoji poti
proti vesolju imela zamudo za delček sekunde.
Ozračje ni enakomerno gosto, saj gostota pada z nadmorsko
višino, prav tako tudi pritisk in temperatura, zato je verjetnost da
pride do trka z drugo molekulo zelo velika v spodnjih plasteh
ozračja, z višino pa se verjetnost trka zmanjšuje. Zaradi tega je
tudi verjetnost zajetja in oddaje fotona v spodnjih plasteh ozračja
majhna, toplotna energija se prenaša pretežno s trki in
Slika 1 premikanjem zraka. V bližini tal je povprečna prosta pot fotona : Absorpcijski spektri posameznih molekul v ozračju v
primerjavi s sončnim in zemeljskim sevalnim spektrom. v območju IR sevanja okoli 22 m. Pri svetlobni hitrosti to pomeni
povprečno življenjsko dobo okoli 65 ns.
Resne napake v oceni toplogrednega učinka ozračja Information Society 2023, 9–13 October 2023, Ljubljana, Slovenia
Po drugi strni pa je povprečna hitrost molekul enaka zvočni »Hkrati lahko opazimo zmanjšanje zajete stopnje toplote nad
hitrosti, okoli 340 m/s. Pri normalni gostoti zraka 1,2 kg/m3, ter površino zemlje. Hitro gibanje zraka v vseh smereh, ki se tudi
povprečni molarni masi 28,8 vsebuje en kubični meter zraka dviguje kadar se segreje, ter infra-rdeče sevanje v zraku, bosta
okoli 2,5×1025 molekul, katerih povprečna razdalja znaša okoli zmanjšali intenziteto učinka, ki sicer nastane pod prozorno in
10−8 −11 m in je povprečni čas med trki 3×10 s. To pomeni, da gosto atmosfero, vendar to ne bo povsem izničilo tega učinka.«
molekule le redko zajamejo foton, saj jih pri tem moti velika
pogostost medsebojnih trkov. Teoretično izračunana verjetnost, Iz tega je očitno, da je Fourieru bilo povsem jasno, da v odprtem
da molekula odda odvečno energijo s sevanjem in ne s trkom je ozračju toplogredni učinek ne more biti enako močan, kot je
okoli 4%. Torej se toplotna energija v nizkih plasteh ozračja denimo pod steklenim pokrovom zaprte posode. Žal so kasneje
prenaša pretežno z molekularnimi trki. drugi raziskovalci (J. Tyndall, S. Arrhenius, in drugi) to njegovo
sporočilo nekako spregledali.
Z višino se gostota zraka zmanjšuje, tudi pritisk in temperatura
(hitrost, oziroma kinetična energija molekul), kar pomeni, da se Tako danes obravnavamo toplogredni učinek ozračja kot
postopoma povečuje verjetnost da molekula zajame foton, prav posledico zakona o ohranitvi energije, ter temu primernega
tako pa, da foton odda pred trkom z drugo molekulo. Približno sevalnega ravnovesja [2]: vstopno sončno sevanje, zmanjšano za
na polovici gostote ozračja, to je na višini okoli 5,6 km, so delež, ki se odbija z vrhov oblakov in poledenelih površin, ter
razmere takšne, da je verjetnost spontane oddaje fotona približno nekaj malega z ostalih površin, segreva površje, to pa potem
enaka verjetnosti trka s drugo molekulo. Tam je povprečna prosta segreva ozračje, ozračje pa potem seva proti vesolju. Dolgoročno
pot fotonov že okoli 2 km, kar pomeni da od tam fotoni lahko povprečje vstopnega in izstopnega sevanja mora biti enako,
hitro uidejo izven ozračja. Zato s te višine tudi zaznamo največje razlika nastane lahko le zaradi slabše prepustnosti ozračja za
število fotonov, oziroma največjo sevalno gostoto moči, kar sevanje, pri čemur se temperatura spreminja dokler se ne
merimo s sateliti kot sevanje Zemlje, Slika 2. To sevanje ima vzpostavi novo ravnovesje.
gostoto moči od okoli 232 W/m2, temu pa po Stefan-
Boltzmannovem zakonu ustreza absolutna temperatura okoli Sončno sevanje, izmerjeno s sateliti v zemeljski orbiti znaša 2 povprečno S 253 K (ali −20°C), kot bomo videli v nadaljevanju. 0 = 1361 W/m , kar imenujemo solarna konstanta, pa
čeprav ni povsem konstanta. Zaradi sončeve aktivnosti se
osončenost Zemlje spreminja v približno 11-letnih ciklih za okoli
0,2% (rekonstrukcija sončne aktivnosti zadnjih 400 let na
podlagi sprememb koncentracije radioizotopov 14C in 10Be se
zelo dobro ujema z zabeleženim številom sončnih peg); zaradi
ekscentričnosti zemeljske orbite se spreminja za okoli 1,7%;
zaradi premikanja težišča sončnega sistema glede na Sonce se
spreminja za okoli 1%. Skupno znaša velikost sprememb blizu
3%, vendar se običajno domneva, da se vpliv večjih dveh
sprememb v teku leta izravna. To pa ne drži povsem, saj je
sprememba težišča odvisna predvsem od velikih planetov
(Jupiter, Saturn), njuni orbitalni periodi pa se ne ujemata časovno
z zemeljskim letom, posledično je ta vpliv s periodo 62 let
odvisen od trenutne nagnjenosti Zemeljske rotacijske osi, saj
Slika 2 južna polobla ima mnogo več oceanov kot severna, oceani pa : Satelitske meritve gostote moči povprečnega
dolgovalovnega izstopnega sevanja Zemlje med letoma 1974 in veliko bolj absorbirajo toploto kot kopno.
2012. Sezonska nihanja so znatna, v dolgoročnem povprečju pa
ni trenda. Vir podatki: NOAA, po . Zato je neposreden vpliv spremembe v osončenosti na globalno
povprečno temperaturo najbrž majhen, pa čeprav imamo
Z opisanim smo si ustvarili sliko, ki bo osnova za razumevanje zgodovinske dokaze, da nekakšen vpliv vendarle obstaja
problema učinka tople grede. (srednjeveško toplo obdobje, mala ledena doba, predvsem pa
Maunderjev in Daltonov minimum sončne aktivnosti se dobro
ujemajo z zgodovinskimi podatki o lokalni klimi v Evropi).
2 Toplogredni učinek ozračja
Obstaja pa verjetnost, da Sonce vpliva na Zemljo posredno prek
francoski matematik Jean Baptiste Joseph de Fourier (1768 – aktivnosti je magnetno polje močnejše in bolj odklanja 1830). Kot topniški general v Napoleonovi vojski se je zanimal visokoenergetske kozmične delce, zaradi česar je v zemeljskem Običajno se kot idejni oče toplogrednega učinka ozračja navaja sprememb v sončevem magnetnem polju. Ob večji sončni
za izboljšanje natančnosti streljanja s topovi in zato tudi za vpliv ozračju manj ionov in manj kondenzacijskih jeder okoli katerih temperature na širjenje materiala. Kasneje pa je svoje raziskave se oblikujejo večje vodne kapljice oblakov. To teorijo zastopajo razširil še na druge materiale in pojave. Tako je med drugim pri nekateri znani fiziki ( H. Svensmark , Nobelovec J. Clauser , in opisu toplogrednega učinka zapisal [1]: drugi). Dejstvo je, da že zgolj 2% spremembe v oblačnosti ima
podoben učinek kot učinek celotne količine CO2 v ozračju (ne le
»... če preprečimo segretemu zraku, da se dviga in širi, ...«
človeškega deleža). Vendar ti vplivi niso tema tega članka in se
Potem pa v nadaljevanju: z njimi tu ne bomo ukvarjali.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia E. Margan
Kar pa nas tu zanima je način izračuna globalne povprečne Poleg tega pa se del sevanja izgubi zaradi manjše emisivnosti tal.
temperature Zemlje. Zakonitost med sevanjem in temperaturo Vendar se za emisivnost večine snovi pri običajnih temperaturah
idealnega črnega telesa je prvi odkril fizik slovenskega rodu jemlje vrednost med 0,95 in 1, zato naj bi ta vpliv bil majhen in
Jožef Stefan (1835 – 1893); ugotovil je, da je površinska gostota se običajno ne upošteva (kar pa ni prav, saj je emisivnost odvisna
sevalne moči j* sorazmerna četrti potenci absolutne temperature tudi od razlike temperatur sosednih snovi).
T (v Kelvinih), pomnoženi s Stefanovo konstanto σ:
Dnevna osončenost tal pa je seveda odvisna tudi od geometrije,
j saj imamo opravka s krogelno simetrijo planeta. Za kroglo pa je * = σT 4 (2) po Lambertu potrebno upoštevati kot sevanja v smeri sever-jug
Pri tem je in vzhod-zahod, zato bomo imeli kvadrat kosinusa vpadnega σ = 5,67×10 −8 Wm −2 K −4 , kar je bilo sprva empirično
določeno, kasneje pa je Stefanov učenec in sodelavec kota. Če funkcijo cos2θ integriramo v pol-krogelnem območju Ludwig
Boltzmann kotov med ±90°, dobimo rezultat ½. Druga polkrogla planeta pa (1844 – 1906) izpeljal to konstanto teoretično iz
drugih osnovnih fizikalnih konstant: je v temi, zato imamo dodaten faktor ½. Skupno torej v
dolgoročnem povprečju celotno površje Zemlje dobi ¼
σ 5 sončevega sevanja, zmanjšanega za albedo. Za vstopno sevanje 4 2 3 (3) = 2π k ∕ (15 c h ) torej velja naslednja enačba:
kjer je Boltzmannova konstanta k = 1,38×10−24 Ws/K,
svetlobna (5) hitrost v vakuumu c = 299792458 m/s in j * = S 0 (1−α) ∕ 4
Planckova konstanta h = 6,626×10−34 Ws/Hz.
Ker pa mora veljati zakon o ohranitvi energije, lahko izraza (2)
Izraz (2) je zato znan kot Stefan-Boltzmannov zakon sevanja. in (5) izenačimo in iz tega izračunamo teoretično povprečno
Pripomniti je treba, da ta zakon velja za idealno črno telo segreto temperaturo planeta:
na temperaturo T, kar modeliramo kot sevanje majhne odprtine v
veliki kavitaciji v termodinamičnem ravnovesju, tako da lahko T = [S0(1−α) ∕ 4σ]1/4 (6) izgubo energije skozi odprtino lahko zanemarimo. Johann
Heinrich Lambert (1728 – 1777) je že leta 1760 ugotovil, da je Ko vstavimo ustrezne številke, dobimo T = 255 K, ali −18°C. To
gostota sevanja odvisna od kosinusa kota glede na normalo na pa je zelo blizu vrednosti izmerjene s sateliti za sevalno območje
določen površinski odsek, kar pomeni, da je sevanje maksimalno na nadmorski višini 5,6 km, kjer smo ob Sliki 2 izračunali −20°C.
v smeri navpično na površino in nič v smeri vzporedno s Lahko rečemo da gre le za višinsko razliko okoli 300m.
površino. To je pomembno, ker sevanje po Stefan-
Boltzmannovem zakonu računamo v pol-krogelnem prostorskem Iz tega pa pri IPCC izvlečejo naslednji (vprašljiv!) sklep: če je
kotu 2π steradiana, za razliko od Planckovega zakona sevanja, ki temperatura tal 288 K in sevalna temperatura planeta 255 K
ga ponavadi normiramo na kot enega steradiana. Dejansko je pomeni, da mora biti toplogredni učinek ozračja 33 K. Iz tega
Stefan-Boltzmannov zakon integral Planckovega zakona po vseh potem sledi, da mora biti klimatska občutljivost na vsebnost
možnih frekvencah. Planckov zakon nam podaja spektralno toplogrednih plinov zelo velika. Za to občutljivost (znano kot
odvisnost sevanja (kot na Sliki 1). equilibrium climate sensitivity, ECS) ocenjujejo, da mora biti
najverjetneje v območju med 2 in 5°C za vsako podvojitev
Obrazec (2) nam omogoča izračun efektivnega sevanja koncentracije toplogrednih plinov.
zemeljskega površja, saj temperaturo lahko izračunamo iz
povprečja meritev vseh svetovnih meteoroloških postaj v Vendar pa laboratorijske meritve optične prepustnosti CO2 v
daljšem časovnem obdobju (Mednarodna meteorološka okolici dominantne resonance 15 μm valovne dolžine kažejo na
organizacija definira klimo kot povprečje vremena za najmanj 30 le 1,1°C za vsako podvojitev koncentracije CO2. Gre za
let). To povprečje znaša okoli 15°C, oziroma 288 K (kar je sicer logaritmično zakonitost, ki je bila empirično določena in ustreza
zgolj statistični konstrukt, vendar sledimo metodi IPCC). Torej relaciji ΔF = 5,35 ln(C ∕ C0), kjer je ΔF sevalno »siljenje«
bo površinska gostota sevalne moči: (forcing, kar je pomanjkljivo imenovano, saj znak Δ pomeni
spremembo), ln pa je naravni logaritem (po bazi e = 2,71828…)
j razmerja med novo koncentracijo C in začetno koncentracijo C0; * = 5,67×10 −8 × 288 4 = 390 W/m 2 (4) za podvojitev koncentracije pa velja C ∕ C 0 = 2, torej bo:
Ta vrednost se močno razlikuje od vrednosti izmerjene s sateliti
(Slika 2), kar pomeni, da se v ozračju del energije porabi za 2 (7) ΔF = 5,35 ln(2) = 5,35 × 0.693 = 3,7 W/m
druge procese.
Posledično za spremembo temperature velja relacija:
Če pa želimo določiti sevalno ravnovesje planeta, moramo
upoštevati, da se del sončevega sevanja prav tako izgubi na svoji ΔTp (8) = ΔF { T p ∕ [ S 0 (1− α )]} poti do tal. Znaten del sevanja se odbije od vrhnjih plasti oblakov
in poledenelih površin (te imajo visoko odbojnost, albedo, za kjer je temperatura površja Tp = 288 K. Zato je sprememba
širok frekvenčni pas sončevega spektra), del pa se absorbira v temperature za podvojitev koncentracije CO2 enaka le 1,1°C.
ozračju (aerosoli, vodna para, itd.). Ocenjena povprečna vrednost
albeda je 30%, oziroma α = 0,3. Ker se vrednosti za območje ECS ne ujemajo s ΔTp, si pri IPCC
pomagajo z domnevo o obstoju pozitivne povratne zanke prek
Resne napake v oceni toplogrednega učinka ozračja Information Society 2023, 9–13 October 2023, Ljubljana, Slovenia
vodne pare, ki naj bi ojačala učinek CO2 za približni faktor 3×. Dopustimo lahko, da senzorji satelitov ne zajemajo celotnega
Razlaga gre nekako takole: ozračje, segreto zaradi povečanja frekvenčnega območja, zato lahko nastopi znatna razlika med
vsebnosti CO 2 2 , lahko sprejme več vlage (7% več za vsako 1°C 232 W/m na Sliki 2 in 239 W/m na Sliki 4. Precej nelogično pa 2
po Clausius-Clapeyronovi relaciji), zato se zrak še bolj segreje, se zdi, da se v sistemu pretaka veliko več energije kot v sistem
ter lahko sprejme še več vlage, in tako v krog, dokler se ne vstopa in izstopa, saj zgleda kakor da bi hladno osrednje ozračje,
vzpostavi novo sevalno ravnovesje. ki je pri −18°C, z dobrimi 342 W/m2 dodatno segrevalo tla, ki so
na +15°C, pa čeprav efektivni pretok navzgor ustreza razliki med
Vendar meritve zračne vlažnosti (relativne in absolutne) ne 398 in 342 W/m2. Matematično se sicer številke ujemajo, toda
potrjujejo te domneve, kot je razvidno na Sliki 3, na kar je leta fizikalno je nesmiselno, če sistem, ki naj bi bil v
2023 opozoril tudi Nobelovec John Clauser, pa je takoj doživel termodinamičnem ravnovesju z okolico, vsebuje precej več
hude kritike z vseh strani, a povsem neupravičeno. energije kot vanj priteka in odteka. To nakazuje, da z načinom
izračuna, oziroma ocenami posameznih parametrov sistema, kot
jih privzema IPCC, mora biti nekaj hudo narobe.
Vendar to ni edina težava. V Sliki 4 na mestu označenem z rdečo
elipso manjka trinajsti (nesrečni?) podatek. Označba greenhouse
gases, oziroma toplogredni plini sicer naznanja, da se tam dogaja
nekaj pomembnega in da ti plini sevajo nazaj proti tlom
342 W/m2, ni pa podatka o razliki med sevanjem tal in sevanjem
višjih plasteh ozračja proti vesolju, kar je dejansko definicija
toplogrednega učinka!
Seveda to lahko izračuna vsakdo sam iz podatkov na Sliki 4:
398 − 239 = 159 W/m 2. Vendar te oznake v grafu ni, ker bi se kdo
spraševal kako lahko 398 + 80 − 342 = 136 W/m2 ustreza
Slika 3 159 W/m2 ? Ker se namreč tistih 82 in 21 W/m2 v resnici porabi : Satelitske meritve zračne vlažnosti na različnih višinah
med januarjem 1948 in junijem 2024. Vir podatkov NOAA, za mehansko delo, transport toplega in vlažnega zraka navzgor.
povzeto po .
Nekakšno razlago vendarle najdemo v besedilu poročila IPCC
Na podlagi vseh predstavljenih formul so pri IPCC konstruirali AR6 in sicer v poglavju 7.4.2.1 Planck Response, Slika 5:
sicer dokaj zapleten fizikalni model procesov v ozračju, kar pa
zelo poenostavljeno prikazuje Slika 4:
Slika 5: Iz poročila IPCC AR6, leta 2021; vir [4].
Slika 4 Kot opozarja prof. Howard Hayden [4], je to prvič po več kot 30 : Pretoki sevalne moči v zemeljskem ozračju. Številke letih delovanja IPCC, da so toplogrednemu učinku dali simbol predstavljajo gostote sevalnih moči posameznih procesov v G 2 , mu določili vrednost, G = 159 W/m 2 , ter prvič eksplicitno enotah W/m . Vendar v območju označenem z rdečo elipso omenili Stefan-Boltzmannov zakon! manjka pomemben podatek! Vir: IPCC AR6 [3].
Parametre modela določa 12 števil (v oklepajih so navedene meje Pa poglejmo kako se izide izračun sevalnega ravnovesja. Ta določa, da mora biti izstopno sevanje zemlje, j Z , enako območja zanesljivosti), pri čemur vpadno kratkovalovno sončno vstopnemu sončnemu sevanju j S : sevanje na levi in izstopno dolgovalovno zemeljsko sevanje na
desni približno ustrezata prej izračunanim številkam: četrtina
sončnega sevanja (1361/4 = 340,25 W/m (9) 2 ) zmanjšana za albedo, j Z = j S
ter nekaj absorpcije v ozračju, segreva tla s kakšnih 160 W/m2,
zemeljsko površje izseva okoli 398 W/m Hkrati pa mora biti izstopno sevanje j 2 (mi smo izračunali Z enako razliki med
390), ozračje pa izseva kakšnih 239 W/m sevanjem površine tal j 2 v vesolje (sateliti sicer P, in toplogrednim učinkom G:
izmerijo le 232 W/m2).
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia E. Margan
j koncentraciji zajel. To je razvidno na bolj podrobnem prikazu Z = j P − G (10) spektra na Sliki 7 , kjer je vrh ostro omejen z gostoto sevanja tal,
oscilacije pa so prisotne le na robovih spektra. Pri podvojeni
koncentraciji bi se povečala le strmina robov, ker je pač
Iz (9) in (10) sledi, da mora biti tudi vstopno sončevo sevanje absorpcijska energija kvantizirana z jakostjo medatomskih vezi
enako razliki med sevanjem tal in toplogrednim učinkom: CO2, in spekter nima možnosti, da bi se še bolj razširil.
jS = jP − G (11)
To pa si lahko predstavimo tudi grafično s Planckovimi spektri.
Planckov spekter sevanja tal je mogoče teoretično izračunati s
pomočjo Planckove relacije za odvisnost od valovne dolžine,
kjer namesto frekvence uporabimo λ = c/ν:
j 2 −5 hc/λkT (12) ( λ , T ) = (2 hc λ ) / (e − 1)
P
Povprečno globalno temperaturo tal smo že določili: T = 288 K.
Za valovne dolžine pa vzamemo območje med 1 in 100 μm, kar
je območje znotraj katerega je sevalni maksimum za to
temperaturo (pri okoli 10 μm). Dovolj dobro ločljivost dobimo,
če za korak pri valovnih dolžinah vzamemo Slika 7: Podrobnejši prikaz spektra CO2 v območju okoli dλ = 0,1 μm. Potem
spektralna funkcija zgleda kot modra krivulja na dominantne resonance pri 15 μm, oziroma 666 valov na cm. Sliki 6 :
Vendar pa imamo še en pomembnejši dokaz, da so pri IPCC
napačno ocenili učinek toplogrednih plinov. S pomočjo Slike 6
in enačbe (11) lahko to nazorno pokažemo.
Slika 8: Prikaz enačbe (11) v grafični obliki.
Ker se vstopno sončevo sevanje jS skoraj konstantno, se tudi
Slika 6: Spekter sevanja tal (modra krivulja) za temperaturo izstopno sevanje jZ dolgoročno ne spreminja s koncentracijo CO2
T = 288 K po enačbi (12), v primerjavi s spektralno absorpcijo (kot potrjuje tudi Slika 2). To pomeni, da mora biti sprememba
ozračja: črna krivulja je skupni spekter plinov ob sedanji G natančno enaka spremembi sevanja površine, jP. Za podvojitev
vsebnosti CO2, zelena krivulja je za primer brez CO2, rdeča koncentracije CO2 smo že z enačbo (7) izračunali spremembo
krivulja pa predstavlja učinek podvojitve vsebnosti CO2. Na 2 gostote sevalne moči, ta prispeva 3,7 W/m. Za toliko bi se v teh
horizontalni osi je prostorska frekvenca v številu valov na cm. okoliščinah povečal tudi toplogredni učinek G.
Spekter izstopnega sevanja planeta pa je mogoče bodisi izmeriti Vendar pri IPCC podajajo drugačno oceno, pravzaprav več
s sateliti, bodisi izračunati na podlagi empiričnih podatkov za različnih ocen odvisno od posameznega scenarija znižanja
posamezne pline v ozračju, ki so zbranih v podatkovni zbirki izpustov toplogrednih plinov. Ti scenariji se v AR6 imenujejo
HITRAN, kot sta to naredila van Wijngaarden in Happer [5]. Shared Socio-economic Pathways, SSP. Vsakemu SSP scenariju
Črna krivulja na Sliki 6 iz njihove študije velja za sedanjo so dodelili drugačno stopnjo znižanja izpustov, učinek pa so
vsebnost CO2 v ozračju. Površina pod posamezno krivuljo je potem označili z dvema številoma, prvo število pomeni
enaka izračunanim gostotam sevalne moči za sevalne gostote iz predvideni porast temperature, drugo število pa je pripadajoče
enačbe (11). povečanje gostote sevalne moči.
Iz Slike 6 je razvidno, da podvojitev današnje koncentracije CO2 Za zgled vzemimo SSP3-7.0, (Slika 9 in Slika 10) ki v AR6
ne bo privedla do večjih sprememb globalne povprečne predstavlja primer, ko bi se izpusti še naprej povečevali po
temperature, saj je razlika med rdečo in črno krivuljo zelo sedanji stopnji in za njihovo zmanjševanje ne bi naredili ničesar
majhna, znaša manj kot 2% celotnega absorbiranega sevanja v (temu scenariju pravijo Business As Usual). Predvidevajo da bi
okolici dominantne resonance CO2, ki je pri 15 μm, oziroma v se v tem primeru količina izpustov CO2 podvojila leta 2095. okolici 666 valov na cm na horizontalni lestvici. To je posledica
dejstva, da je spekter CO2 že pri sedanji koncentraciji nasičen, Torej bi se od leta 2015 do leta 2095 izpusti povečali s sedanjih
ker preprosto ni več fotonov, ki bi jih lahko pri povečani 40 na 80 milijard ton na leto. Ta prirast pomeni vsako leto
Resne napake v oceni toplogrednega učinka ozračja Information Society 2023, 9–13 October 2023, Ljubljana, Slovenia
dodatnih 0,5 milijarde ton CO2. Toda meritve vsebnosti CO2 Kot vidimo na desni strani Slike 10, znaša izmerjeno povečanje
zadnjih 60 let kažejo, da ta narašča za polovico počasneje kot povprečne globalne temperature od leta 1850 do danes okoli
naraščajo izpusti, saj polovico sproti posrkajo naravni ponori 1,1°C, nad tem pa je dodano najverjetneje povečanje v primeru
(oceani in fitoplankton, kopenske rastline in bakterije v tleh). podvojitve celotne količine CO2 v ozračju, kar je ocenjeno na
Sedanja celotna količina CO2 v ozračju znaša 3200 milijard ton. 2,6°C, skupno torej 3,7°C. Od tega odpade samo na CO2 okoli
Če torej vsako leto v ozračju ostaja dodatnih 0,25 milijarde ton, 2,9°C, ostali toplogredni plini prispevajo še 1,3°C, izpusti
bi ob sedanji stopnji rasti izpustov skupno količino CO2 podvojili aerosolov pa ohladijo ozračje za okoli 0,5°C. Po scenariju SSP3-
v 65 letih od leta 2015, oziroma že leta 2080. 7.0 se to povišanje temperature zgodi zaradi povečanega
toplogrednega učinka za 7 W/m2.
Toda po Stefan-Boltzmannovem zakonu povišanju temperature
za 3,7°C ustreza povečanje gostote sevalne moči za 20 W/m2.
Kako je lahko 20 = 7? Na to vprašanje ni odgovora. Sklepamo
lahko le, da pri IPCC že v osnovi niso pravilno zastavili problema
in je model na Sliki 4 vsaj pomanjkljiv, če že ne povsem napačen,
pa tudi to, da se nihče ni potrudil preveriti kako se sedanje
sevalno ravnovesje planeta ujema s tistim predvidenim za primer
podvojitve vsebnosti CO2 v ozračju.
Dodatna težava je, da je ta napaka v klimatski občutljivosti za
faktor 3× vgrajena v vse računalniške klimatske modele in so
posledično vse napovedi rasti temperature do konca tega stoletja
Slika 9: Predvideni scenariji zmanjševanja izpustov po IPCC.
močno pretirane. To dejstvo je bilo očitno že leta 2010, ko sta dr.
Scenarij SSP3-7.0 predvideva nadaljnje povečevanje izpustov po
Roy Spencer in dr. John Christy zbrala in objavila napovedi rasti
sedanji letni stopnji, kar naj bi leta 2095 privedlo do podvojitve
temperature 73 računalniških klimatskih modelov, ter jih
letne količine izpustov (rdeči krogec).
primerjala s temperaturami izmerjenimi do leta 2010 s sateliti in
Kako verjetni so ostali scenariji najbrž nima smisla razpravljati. meteorološkimi baloni, Slika 11:
Poglejmo bilanco sevalne moči za SSP3-7.0 po oceni IPCC.
Predvideva se najverjetnejši porast temperature za 2,6°C
(oziroma najverjetneje v območju med 2 in 5°C) nad sedanjo
temperaturo, ki je že za 1,1°C višja od temperature leta 1850,
skupno torej 3,7°C; to pa naj bi ustrezalo povečani gostoti
sevalne moči za 7 W/m2, Slika 10:
Slika 11: Napovedi rasti globalne temperature 73 računalniških
klimatskih modelov od leta 1978 do leta 2023 v primerjavi z
izmerjenimi temperaturami do leta 2010 (tenke črte so napovedi
potekov temperatur posameznih modelov, debelejša črna črta je
njihovo 5-letno povprečje, modri kvadratki predstavljajo letna
povprečja satelitskih meritev, črni krogci pa so meritve z
meteorološkimi baloni).
Žal ta napaka ni brez posledic tudi v realnem svetu, gre namreč
za verjetno najdražjo računsko napako v zgodovini človeštva.
Zaradi te napake je bilo do sedaj na svetovni ravni po
nepotrebnem zapravljeno po grobi oceni več kot 18 bilijonov
Slika 10: Na desni polovici slike je scenarij SSP3-7.0, povzet po
ameriških dolarjev (samo v Nemčiji je bilo za njihov program
AR6, str. 13 [6]. Na levi pa je izračun gostote sevalne moči za
Energiewende v 15 letih porabljenih okoli 600 milijard evrov, v
predvideno temperaturno razliko po Stefan-Boltzmannovem
ZDA pa 3800 milijard dolarjev). Posredna škoda pa je še mnogo
zakonu. Številke se ne ujemajo.
večja, saj je zaradi tega bilo po svetu ustavljenih veliko investicij
v energetski, industrijski in kmetijski razvoj, kar bi prineslo velik
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia E. Margan
družbeni napredek, še zlasti v državah v razvoju bi to v veliki IZJAVA meri pripomoglo k zmanjšanju revščine in lakote.
Avtor za ta članek ni prejel nobene finančne ali kakršne koli
druge podpore javnih institucij ali privatnih organizacij. Stališča
3 in strokovne ugotovitve izražene v članku so izključno sad Zaključek avtorjevih izračunov na podlagi javno dostopnih izmerjenih
Izračuni s katerimi IPCC, za njimi pa pretežni del svetovne podatkov in pregledovanja svetovne literature na tem področju in
politike in množičnih medijev ustrahujejo prebivalstvo s ne izražajo uradnih stališč ali opredelitev ustanove v kateri je
posledicami prihodnjih podnebnih sprememb in posledično avtor zaposlen. upravičujejo uvajanja raznih omejitvenih ukrepov s ciljem
zmanjševanja izpustov toplogrednih plinov, vsebujejo številne
napake. Nekaj najbolj resnih je opisanih v tem članku, izračuni
dokazujejo, da je ocenjen vpliv toplogrednih plinov na podnebje VIRI
prevelik vsaj za faktor 3×. Zaskrbljujoče je, da se o teh napakah
ne govori niti v znanstvenih krogih, pa je ravno znanost tista, ki [1] J. Fourier, 1827: MEMOIRE sur les temperatures du globe terrestre et des
bi morala vse tovrstne teoretične predpostavke in na njih espaces planetaires; (prevod v angleščino: W. M. Connolley)
zasnovane izračune sproti temeljito preverjati in morebitne
napake odpravljati. Da se to ne dogaja je najbrž posledica [2] S. Manabe, F. Möller: On the Radiative Equilibrium and Heat Balance of dejstva, da so tudi mnogi znanstveniki podlegli političnim the Atmosphere, Monthly Weather Review, Vol. 89, Num. 12, Dec. 1961
pritiskom in grožnjam z omejevanjem financiranja znanstvenih
raziskav tako samim znanstvenikom kot njihovim institucijam,
če bi javno dajali izjave, ki ne soglašajo z uradnimi političnimi [3] Šesto poročilo IPCC: AR6, Ch.7, Figure 7.2, str. 934 (2021),
opredelitvami do problemov vpliva na podnebje. To seveda ne
pomeni, da vpliva človeških dejavnosti na podnebje ni. Vendar [4] Howard Hayden, Ph.D.: The Magic Trick of Climate Science.
bi morali biti ti vplivi realno ocenjeni, morebitni nujni
omejevalni ukrepi pa temeljito pretehtani in sorazmerni,
predvsem pa naj ne bi povzročali več škode kot koristi. [5] W. A. van Wijngaarden, W. Happer: Dependence of Earth's Thermal
Radiation on Five Most Abundant Greenhouse Gases, June 8, 2020,
ZAHVALA
Avtor se zahvaljuje Vladimirju Alkalaju in Rafaelu Mihaliču za [6] Šesto poročilo IPCC: AR6, SPM, Figure SPM.4, str. 13 (2021),
pomoč pri strokovnem pregledu in preverjanju besedila.
Vrednost električne energije intermitirajočih virov in
kanibalizem na trgu z električno energijo
Value of Electricity From Intermitend Sources and Electricity
Market Cannibalism
Rafael Mihalič
UL, Fakulteta za elektrotehniko
Tržaška 25
Ljubljana, Slovenija
rafael.mihalic@fe.uni-lj.si
POVZETEK and subsidies are nevertheless necessary, one can rightly ask:
Intermitirajoči viri električne energije (OVE), predvsem market?’. ‘How much is electricity from renewable energies worth on the
vetrne (VE) in sončne elektrarne (SE), prevzemajo vedno večji In this article, we have therefore analysed the market value
delež v proizvodnji električne energije. V Sloveniji je rast of renewable energy generation for Germany and Slovenia for
količine SE eksplozivna. Ta razvoj lahko pripišemo subvencijam 2023 and the first half of 2024. The calculations are based on
zastonj" in subvencije kljub temu potrebne, se lahko upravičeno It turns out that due to the characteristics of RES and the vprašamo: "Koliko pa je na trgu sploh vredna električna energija in privilegiranemu položaju na trgu. Če naj bi bila "veter in sonce publicly available data.
tržno vrednost proizvodnje OVE za leto 2023 in prvo polovico V članku smo zato za Nemčijo in Slovenijo analizirali both Germany and Slovenia. In Slovenia, this effect reduces the market value of energy from SE in 2024 to just over half of what leta 2024. Izračuni so temeljili na javno dostopnih podatkih. would be expected if there were no renewables in the EPS. This iz OVE?" there is a pronounced so-called cannibal effect on the market in operating characteristics of the electric power system (EPS),
Izkazalo se je, da zaradi lastnosti OVE in obratovalnih value is only slightly higher than in Germany, although the
značilnosti elektroenergetskega sistema (EES) tako v Nemčiji, relative share of energy from SE is only about half as high as in
kakor Sloveniji, pride do izrazitega tako imenovanega Germany. From this we can conclude that, due to the
kanibalskega učinka na trgu. V Sloveniji omenjeni učinek interconnectedness of the Entso-e system, the Germans are partly
zmanjša tržno vrednost energije iz SE v letu 2024 na nekaj nad ‘exporting’ the problem of price cannibalism, while we are
polovico tiste, ki bi jo pričakovali, če v EES ne bi bilo SE. Ta ‘importing’ it.
energije iz SE približno 2 x manjši, kot v Nemčiji. Sklepamo, upgrading the EPS for renewable energies. Redispatching alone lahko, da zaradi povezanosti Entso-e sistema Nemci problem vrednost je le malo nad tisto v Nemčiji, čeprav je relativni delež None of this takes into account the costs of operating and
nadgradnje EES zaradi OVE. Že samo "redispatching" potisne Pri vsem tem nismo upoštevamo stroškov obratovanja in It is therefore safe to say that the real market value of energy from future RES will quickly approach 0 given the vrednost energije iz Nemških SE navzdol proti ¼ pričakovane current growth trend. kanibalizma cen deloma "izvažajo", mi pa "uvažamo". value (that without renewables in the EPS). reduces the value of energy from German SE to ¼ of the expected
vrednosti (tiste brez SE v EES).
Brez slabe vesti lahko torej trdimo, da se bo dejanska tržna KLJUČNE BESEDE
bližala vrednosti 0. In to ne upoštevajoč dodatnih stroškov EES Obnovljivi viri energije, OVE, cene električne energije, vrednost energije bodočih OVE ob trenutnem trendu rasti hitro
zaradi OVE. elektroenergetski trg, tržna vrednost električne energije, kanibalski učinek
ABSTRACT
Intermittrnt electricity sources (RES), in particular wind KEYWORDS
power (WT) and solar energy (SE), are accounting for an Renewables, RES, Electricity prices, Electricity market. Market value of electric power, Cannibalisation effect increasingly large share of electricity generation. In Slovenia, the
growth of SE is explosive. This development is due to subsidies
and a privileged position on the market. If ‘wind and sun are free’ 1 UVOD
V predhodnem prispevku (na istem mestu pred enim
Permission to make digital or hard copies of part or all of this work for personal or letom) [1] smo analizirali problem ovrednotenja investicij v classroom use is granted without fee provided that copies are not made or distributed obnovljive vire energije (OVE). Kakor je bilo izpostavljeno, for profit or commercial advantage and that copies bear this notice and the full splošno sprejeta metodologija izrazito favorizira izgradnjo OVE citation on the first page. Copyrights for third-party components of this work must be honored. For all other uses, contact the owner/author(s). in ne upošteva vrste dejavnikov in potrebnih investicij v Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia prilagoditev celotnega elektroenergetskega sistema (EES). © 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.env.5
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia R. Mihalič
Hkrati odpira vrsto ne le ekonomskih, pač pa splošnih družbenih 2 OSNOVE TRGA ELEKTRIČNE ENERGIJE
dilem povezanih s pojmovanjem enakopravnosti ljudi v družbi v "ZA TELEBANE"
tem za politično pogojeno prerazporeditev premoženja ljudi, če relativno zapleteni in so za povprečnega prebivalca Evrope prej, kot ne, španska vas. Tudi elektrotehniki na področju uporabimo blagi izraz. elektroenergetike, ki se z omenjenim trgom (v nadaljevanju dovoljeno nekaterim, ni dovoljeno drugim!"). Dodatno gre pri Principi trgovanja z električno energijo v Evropi so smislu "quod licet iovi non licet bovi" (pomensko: "Kar je
omenjenega "zmernega deleža" ni smiselno preseči. Še zdaleč prejšnjega stoletja in se od tedaj neprestano razvija. Že v 80-tih je Evropska komisija začela zagovarjati tako imenovani prosti pa ne velja za akterje na trgu, ki v taki situaciji lahko pridobijo evropski trg z električno energijo. Prej so bili namreč EES bolj velike ekonomske koristi. V tržnem gospodarstvu s tem sicer ni ali manj omejeni na posamezne države. Povezovanje EES med nič narobe, problem pa je, da so te koristi pogojene s seboj in vzpostavljanje velikega sinhrono delujočega sistema je siromašenjem tihe večine in z "zdravo konkurenco" nimajo tehnično in regulatorno izjemno kompleksna naloga in lahko veliko opraviti. Zlobneži bi to pospremili s pripombo o traja reda desetletja, kakor kaže praksa pri priključitvi dežel "ribarjenju v kalnem" in na situacijo lahko v določeni meri vzhodnega bloka po padcu železne zavese. Ima pa velik, povezan gledamo tudi s tega stališča, saj večini ljudi niti približno ni EES, velike prednosti pred majhnim in omogoča zanesljivejše in jasno, kako zadeve potekajo in za kaj gre. Edino, kar opazijo je, cenejše obratovanje. Ker gre za tehnično zelo zapleten sistem, pri da se vse draži, plače capljajo bolj ali manj na mestu ali zelo katerem je, zato da sploh lahko stabilno obratuje, potrebno obotavljivo in z velikim časovni zamikom skušajo slediti zagotavljati določene tehnične pogoje in upoštevati tehnične inflaciji, na sosednjih vilah so "en, dva, tri" zrasle sončne omejitve, mora biti tudi trg z električno energijo z jasnimi pravili elektrarne preko celih streh in prizidkov, njim pa "elektro" ne in omejitvami zasnovan tako, da je skladen s tehničnimi pogoji dovoli postaviti par panelov na uti, ker so "kapacitete omrežja za varno obratovanje EES. Elektrika je namreč izrazito izčrpane". neprimerno blago za trgovanje in lahko bi rekli, da zanjo prosti V tržnem gospodarstvu pač razvoj družbe diktirajo pravila trg ni ustrezna rešitev. Problem pa je, da zaenkrat v družbenem trga, zato si v nadaljevanju poglejmo, kakšno vlogo na njem sistemu, v katerem živimo, boljše rešitve ne poznamo. igrajo intermitirajoči OVE (sončne, vetrne elektrarne) in kakšna Osnova obratovanja EES je dejstvo, da se ta mora sproti je dejanska tržna vrednost njihove električne energije. Z drugimi prilagajati (zagotavljati energijo) porabi, ki se tekom vsake besedami; zanima nas, koliko bi bila na trgu vredna električna minute, ure, dneva, tedna, sezone ves čas spreminja. Skratka energija OVE, če bi za vse nove OVE elektrarne ta trenutek proizvodnja in poraba morata biti ves čas v ravnotežju. To ukinili njihov privilegirani položaj na trgu z električno energijo ravnotežje pa zagotavljajo elektrarne z neprestanim in bi bile te povsem izenačene s "klasičnimi" viri. prilagajanjem proizvodnje. Različne elektrarne pa imajo različne Pri analizi smo pod drobnogled vzeli zadnjo leto in pol obratovalne karakteristike, različno sposobnost prilagajanja dogajanja na nemški in slovenski borzi z električno energijo. proizvodnje, različne načine in čase zagona, različne Omenjeno časovno obdobje smo izbrali, ker podatki zaradi investicijske stroške, različne tekoče stroške (cena primarnega pretresa in spremembe funkcioniranja celotne družbe med in ekonomsko in tehnično nerazumnim mejam, pa problemi (in njegove osnove, saj sicer ni mogoče niti razumeti, niti predvideti, niti načrtovati prihodnjega razvoja EES. Zlasti slednje dejstvo pa stroški) eskalirajo. Kje je meja tega "zmernega deleža" je je ključnega pomena za zanesljivo dobavo električne energije in vprašanje za milijon dolarjev in je skoraj ni moč izračunati. ga opisuje znana krilatica: "Ko se v EES pojavijo problemi, je že Pogojena je s strukturo EES, lastnostmi in vrsto virov električne 10 let prepozno." Torej si v nadaljevanju oglejmo nekaj osnovnih energije, lastnostmi porabnikov itd. Pa tudi, če bi bila znana, to dejstev v smislu serije knjig "Za telebane", ki se jih nekoliko za politiko, za religiozno prepričane ljudi in oportuniste ne bi izkušenejši še dobro spomnimo in so predstavljale pravo pomenilo veliko. Pač v smislu " après nous, le déluge " (za nami odrešitev za povprečne uporabnike česarkoli že. potop). Trg z električno energijo v EU so začeli uvajati ob koncu Za neko družbo oz. državo, kot celoto, torej velja, da izpostavljenih dilem ni oz. so zanemarljive in problemi tehnično električno energijo) ne ukvarjamo neposredno, se večinoma ne moremo pohvaliti z ekspertnim znanjem na tem področju. Ker pa obvladljivi z obstoječim EES. Kakor pa delež OVE zraste nad razvoj EES v veliki meri diktira prav trg, je potrebno poznati vsaj omenjeni "zmerni delež" in se začne bližati politično sprejetim OVE v določenem EES kakih večjih problemov in v prispevku označujemo s "trg" dejavnosti povezane s trgovanjem z Izkazalo se je tudi, da v primeru "nekega zmernega" deleža
"obdobjem covida" niso relevantni, po drugi strani pa je večanje energenta, na primer goriva), različne stroške zagona, različne dinamične lastnosti, različne možnosti zaustavitve (pri npr. instalirane moči in s tem deleža OVE pri proizvodnji električne jedrskih elektrarnah sta zaustavitev in ponoven zagon energije tako hiter, da analiza stanja pred letom 2020 ne bi imela kompleksen in dolgotrajen, več dni trajajoč proces, povezan z nobenega smisla. velikimi stroški), pa še kaj bi se našlo. Stohastični OVE (VE, SE) Nemčija je bila izbrana, ker gre za državo, ki je po eni dandanes nimajo sposobnosti prilagajanja potrebam EES, kar strani sinonim za " Energiewende " (energijski preobrat) in zaradi sicer ne pomeni, da je tehnično ne bi mogle imeti, vendar za ceno njene ekonomske in politične teže v veliki meri diktira evropsko manjših dobičkov, v kolikor to ne bi bilo podprto s še dodatnimi politiko na tem področju, po drugi strani pa ima odličen sistem subvencijami. Ker torej OVE nimajo ene od osnovnih lastnosti, javno dostopnih podatkov povezanih s proizvodnjo virov ki jih elektrarne morajo imeti, jih pravzaprav ne moremo električne energije (recimo [2, 3]). Pri Sloveniji smo se seveda imenovati "elektrarne". To so stohastični viri električne energije omejili le na sončne elektrarne (SE), saj je prispevek vetrnih in kar "narava da", pač proizvedejo. Tu pa se že nakazuje, kam elektrarn (VE) zanemarljiv. pes taco moli. Razliko med proizvodnjo in porabo (ki se ves čas
R. Mihalič Information Society 2023, 9–13 October 2023, Ljubljana, Slovenia
spreminja) morajo izravnavati "klasični" viri (ali v prihodnosti Mesec dni kasneje, 14. julija, je bila cena negativna med 8.
shranjevalniki električne energije, ki pa so zaenkrat za resno uro zjutraj in 17. uro.
sistemsko shranjevanje za red velikosti predragi, razen tega pri Ob tem se lahko upravičeno vprašamo, kak smisel sploh
današnji tehnologiji na Zemlji še zdaleč niti ni dovolj surovin ima graditi recimo dodatne SE, če je pa takrat, ko proizvajajo
zanje). Seveda obstaja tudi možnost prilagajanja porabnikov največ, cena elektrike skoraj nič, in kako se obstoječim izide
(prostovoljnega ali prisilnega – beri izklopi), ampak s tem je račun. Kratek odgovor je: "Ker so subvencionirane in njihov
razkošja kadarkoli dostopne elektrike za ljudi konec in znamenite dohodek ni odvisen le od tržne cene." Torej lastnikov kaj dosti
redukcije iz 80-tih let v katerih ne bi uživali verjetno niti največji ne motijo negativne cene na borzi. Seveda pa to vpliva na vse
nostalgiki, lahko doživijo renesanso. udeležence na borzi. Problematične so zlasti elektrarne, ki rabijo
Omenjeni problemi so tem večji, čim večji je delež OVE. dolgo časa (beri: je drago) za zagon in tiste, ki imajo sicer nizke
Kljub posebnostim trga z električno energijo, pa na njem stroške obratovanja in velike stalne stroške (beri: velika
vendarle še vedno veljajo klasična tržna pravila, torej če je blaga investicija) in torej za rentabilnost potrebujejo veliko
veliko, je poceni, če ga je malo, pa je drago. Ker je električna obratovalnih ur. Tipično gre za jedrske elektrarne, dobre
energija za funkcioniranje družbe nujna, zato lahko ob premogovne elektrarne z visokim izkoristkom, plinsko-parne
pomanjkanju doseže neverjetne cenovne skoke (v J. Avstraliji elektrarne, lahko tudi za pretočne hidroelektrarne oz. elektrarne
npr. v nekaj urah skoraj 300+ - kratnik, torej 30 000 % z majhno akumulacijo (ravno včeraj, 5. 7. sem iz prve roke
dolgoletnega povprečja [4]). Še zanimivejša je situacija, ko je izvedel, da hidroelektrarne na Savi že ves mesec po malem
elektrike preveč. Nekaterih elektrarn in tisočev SE namreč ni prelivajo vodo, ker je elektrike čez dan preveč in je sistem ne
moč poljubno izklapljati. Takrat doseže električna energija na more absorbirati).
borzi vrednosti blizu nič ali celo negativne vrednosti (V smislu: V takih razmerah se elektrarn z nizko ceno primarnega
"Plačamo, samo vzemi!"). Ilustracijo prikazuje slika 1. energenta in visokimi investicijskimi stroški (beri: dobrih,
energetsko učinkovitih elektrarn) ne izplača graditi. Ob
VE kopno VE morske SE Poraba Cena „dan v naprej“ nespremenjenem trendu bi količina OVE narasla do meje, ko bi
240 72 ob ugodnih naravnih danostih proizvajali velike presežke
200 60 električne energije, ki bi jih bodisi na nek način "metali vstran"
160 (recimo s prelivanjem vode v hidroelektrarnah in/ali 48
GW zaustavitvijo jedrskih elektrarn) ali shranjevali v hranilnikih
h električne energije. Problem je, da so za shranjevanje na
W 120 72 h
M
€/ sistemskem nivoju ti pri obstoječi tehnologiji za red velikosti
80 60
40 48 predragi, razen tega zanje na Zemlji ni dovolj surovin. Na OVE
in hranilnikih temelječ EES je sicer tehnično teoretično mogoče
0 0 izgraditi, vendar njegove cene niti najbogatejša družba ne bi
25. marec 26. marec 27. marec 28. marec 29. marec 30. marec 31. marec
Vir mogla plačati.
Ob tem še enkrat poudarimo, da pri dosedanji razpravi o
Slika 1: Proizvodnja OVE in cena na borzi EPEX (Nemčija) ceni elektrike gre za ceno, ki bi jo dosegla na borzi dodatna
zadnji teden marca [5] elektrarna (marginalna cena), in da ne moremo celotne količine
obratno korelirani. Še bolj zanimiva je situacija na isti borzi Jasno je razvidno, da sta cena na borzi in proizvodnja OVE električne energije iz OVE ovrednotiti po tej ceni (marginalni). To bi veljalo le za ta trenutek dodano dodatno elektrarno. Če bi namreč odvzeli vso električno energijo OVE, bi se cene drastično junija in julija, kjer je cena v 12 urah skočila iz vrednosti malo spremenile. Logiko ponazarja slika 3. nad 0 na skoraj 2500 €/MWh in nazaj na 0 ter v naslednjih 12
urah podobno – slika 2, 14. junija pa je bila cena okrog poldneva
negativna, približno –150 €/MWh (negativen trikratnik neke Stroški
Breme
povprečne borzne cene). (€/MWh)
Proizvodnja in borzne cene električne energije v Nemčiji
26. teden 2024 20 GW OVE
96 2500 2500 Preostalo breme
Trgovanje „znotraj dneva“
80 Ne ‐ obnovljivi viri Trgovanje „dan v naprej“ Obnovljivi viri 2000 Cena brez OVE
) Cen 64 1500 h a ( €/M WW
( G Plinske /M č 48 1000 TE W € Plinsko Mo h 30 Parne ) 32 500 TE
Reducirana cena
16 0 TE na
Jedrske TE na črni lignit
24. 6. 2024 0 Soproizvod premog TE ‐500 nja E+T 25. 6. 2024 26. 6. 2024 27. 6. 2024 28. 6. 2024 29. 6. 2024 30. 6. 2024
Moč (MW)
Slika 2: Proizvodnja OVE in cena na borzi EPEX (Nemčija) Slika 3: Logika določanja cene na borzi Vir: prirejeno po[6]
zadnji teden junija [1]
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia R. Mihalič
Na sliki 3 je obrazložena logika določanja borzne cene po 24 ur na dan), nekje okrog 10%. To pomeni, da je pri 10% deležu
obstoječih pravilih. Na abscisni osi je potrebna moč porabe in/ali proizvodnje vgrajena moč SE okrog povprečne proizvodnje
proizvodnje, predvidena za npr. določeno uro prihodnjega dneva, sistema. Ko torej sonce zasije opoldne povsod "na polno"(se
na abscisi pa je cena za 1 MWh električne energije. Višina bar zgodi tu in tam), SE praktično pokrijejo porabo. Kam pa z viški
diagramov predstavlja minimalno ceno, ki jo lahko na trgu iz elektrarn, ki jih ni moč zaustaviti? Možnosti je sicer več, a
ponudijo posamezne elektrarne (na MWh). V bistvu gre za lastno nobena ni ravno poceni. Nemci npr. v takih primerih izvažajo
ceno proizvodnje, pod katero bi proizvajale izgubo. Cena zadnje elektriko skoraj zastonj, zvečer (ko SE "ugasnejo") pa jo po zelo
elektrarne, ki je potrebna za zadovoljitev porabe (recimo stičišče visoki ceni uvažajo. In potem se ljudje čudijo, da se elektrika
polne in črtkane rdeče črte) potem velja (toliko dobijo plačano) draži, in da ima Nemčija skoraj najdražjo elektriko na svetu?!
za vse elektrarne na levi strani. Problem te logike je, da se OVE Ilustracija je na sliki 4, ki prikazuje ceno elektrike (modra
privzeto postavijo s ceno 0 na začetek tega diagrama. Na ta način krivulja) v odvisnosti od t. i. preostalega bremena (residual load),
imajo zagotovljen odjem, kar je po "zdravi kmečki logiki" se pravi bremena, ki ga ni moč pokriti z OVE (modra vertikalna
povsem ustrezno. Na ta način se poraba iz "klasičnih" elektrarn črta na sliki 3), pač pa s klasičnimi elektrarnami (ali uvozom). Če
zmanjša (na sliki 3 konkretno za 20 GW), saj jo pokrijejo OVE. OVE pokrijejo skoraj vso porabo, je seveda preostalo breme
Posledično se "rdeča črta" pomakne v diagramu proti izhodišču majhno (slika 3 – modra črta gre levo, črtkana modra črta pa se
na območje cenejših elektrarn (modra črta). pomika navzdol) in cena pade, v skrajnem primeru na 0.
To ima dve, pravzaprav tri posledice. Prva posledica je, da Borzne cene in „preostalo breme“ v Nemčiji
dobre plinsko – parne elektrarne in elektrarne na črni premog Med tednom od 11. do 17. aprila, 2022
ostanejo "brez posla" – glej sliko. Če se to dogaja pogosto, Cena
postanejo nerentabilne in bankrotirajo. Druga posledica je, da vse Preostalo breme
elektrarne levo od modre črte zaslužijo manj. Za fiksno )
subvencionirane OVE (tudi t. i. "net-metering" lahko štejemo v ) W hG
to skupino) to ni tak problem, za ostale pa je. Tretja posledica pa ( /MW € je pravzaprav posledica prvih dveh in pomeni, da nihče ne bo več ( reme a b n investiral denarja v dobre elektrarne z dobrim izkoristkom, ki pa lo e Cast jih je praviloma problematično pogosto zaganjati/ugašati oz. jim reoP močno variirati obremenitev. Po tej logiki se bo izplačalo graditi
le poceni elektrarne s slabim izkoristkom in zelo dragim
primarnim energentom. Slednje ni ovira, saj ko OVE
"presahnejo", je cena samo nebo ("sky is the limit") – glej npr.
sliko 2. Slika 4: Kanibalska logika; več OVE, manjša cena [7] Še opomba; na sliki 3 nas ne sme zavesti nizka cena
jedrskih elektrarn. Gre za spremenljive stroške, ki so pri njej zelo Konkretne izračune so za Nemčijo na podlagi borznih podatkov nizki. Če bi upoštevali investicijo, pri tej ceni ne bi bila nikoli izvedli v [5] – glej sliko 5 (vsak kvadratek predstavlja eno leto)! rentabilna. To dejstvo je seveda odločilno za investicije v nove Čeprav so podatki stari in delež OVE še relativno majhen, je objekte. logika nedvoumna. Hkrati potrjuje tudi omenjeno premiso, da Na ta način pa se tudi dejanska tržna vrednost proizvodnje majhen delež SE na obratovanje EES vpliva blagodejno, saj SE OVE zmanjša. Več je OVE, bolj je ta pojav izrazit, bolj se niža proizvajajo podnevi, ko je poraba (in cena) električne energija tržna cena drugim elektrarnam in tudi samim OVE. Govorimo o višja. Zato je tudi "faktor vrednosti" na začetku okrog 1,3 (130 tako imenovanem učinku kanibalizma ("cannibalisation effect"). % povprečne cene) in je nekako do 5 % deleža proizvodnje iz SE Omenjena razlaga opisuje osnovni princip, obstaja še kup nad 1. dodatnih mehanizmov, ki tehnično omogočajo, da EES stabilno
obratuje in lahko ceno potisnejo tudi v negativne vrednosti (kar Faktor vrednosti (glede na povprečno ceno)
po opisani logiki ni mogoče).
Podrobnejši ekonomski izračuni so razmeroma
kompleksni in podrobneje razložijo, zakaj z večanjem SE
subvencioniranih SE in VE privede do padca vrednosti njihove VE na kopnem
električne energije na borzi proti ali celo pod 0.
Pri zelo majhnem deležu OVE v EES cena oz. vrednost
električne energije sledi logiki, ki smo jo poznali pred desetletji.
Ponoči in med dela prostimi dnevi, ko večina ljudi in industrije
rabi manj elektrike, je cena nizka, podnevi pa je poraba bistveno
višja in temu ustrezno tudi cena. Zato je vloga SE v začetku za
obratovanje EES pozitivna. Slika pa se diametralno spremeni, če
recimo SE v nekem EES proizvedejo reda 10 ali 15 % elektrike. Tržni delež
Majhni omenjeni številki sta lahko zavajajoči in delež SE lahko Slika 5: Kanibalska logika – dolgoročni trend [6]
pomeni za EES veliko večji problem, kot bi lahko sklepali iz
njiju. Namreč, SE imajo v Sloveniji obratovalne ure, ali bolj po Opisana logika je v ekonomiji že dolgo znana in nekaj avtorjev
domače, izkoriščenost (koliko dejansko proizvedejo v primerjavi se je problema lotila znanstveno, pri čemer so upoštevali
z njihovim teoretičnim maksimumom = maksimalna osončenost zakonitosti trga v EU, karakteristike EES, možnosti prenašanja
R. Mihalič Information Society 2023, 9–13 October 2023, Ljubljana, Slovenia
energije po EE omrežju itd. Gre za relativno obsežne izračune, namreč ne pove mnogo, saj ni mogoče gotovo ločiti med visoko
za ilustracijo pa podajamo sliko 6. Avtor prispevka [7] je proizvodnjo SE in hkratno visoko porabo ter nizko proizvodnjo
analiziral scenarije razvoja vrednosti električne energije OVE v SE in hkratno nizko porabo. Podoben problem velja za lastnike
odvisnosti od večanja njihovega deleža v proizvodnji EES. Pri SE s tako imenovanim net-meteringom.
tem je ugotovil, da samo s subvencijami, brez posebnih dodatnih Na omenjeni ELES-ovi strani imajo za podatke
ukrepov, vrednost njihove proizvodnje pri 50 % deležu pade proizvodnje SE v Sloveniji preusmeritev na ustrezno stran Entso-
proti 0. S povečanjem fleksibilnosti EES v smislu možnosti e [10] in uporabljeni podatki izvirajo od tam. Borzne cene smo
shranjevanja električne energije in prilagajanja porabnikov povzeli po [11], podatke o količini instaliranih SE v Sloveniji pa
(oznaka "flex") je sicer mogoče nekaj narediti, vendar se pri po [12] in [13].
višjem deležu OVE cena še vedno giblje blizu ničle. "Rešitev" je Pri analizi podatkov pa sta se pojavila dva problema. Prvi
našel v spremembi regulative in drastičnem povečanju cene je bil ta, da so bili nam dostopni podatki o instalirani moči
izpustov CO2. Kaj si o vsem skupaj mislim, kot sončnih elektrarn samo za trenutek ob koncu leta. Za natančne
davkoplačevalec, ni za objavo. izračune, koliko je v bistvu celoten sistem SE izkoriščen, bi
potrebovali ta podatek za vsako uro. Ker je bil prirast instalirane
moči SE leta 2023 v Sloveniji izjemno visok (več od 400 MW -
st OVE od manj od 700 MW na več, kot 1100 MW), tudi povprečna OVE + flex vrednost ne bi dala sprejemljivih rezultatov. Razen tega (med o CO 2 ukrepi n CO 2 ukrepi + flex analizo) ni bilo mogoče najti podatka o instalirani moči elektrarn d na polovici leta 2024. Zato smo privzeli linearno rast instalirane re
a v moči SE skozi časovni točki 31. 12. 2022 in 31. 12. 2023 za n rž celotno študirano obdobje. Kasneje je ELES v sporočilu za
a t javnost [14] objavil, da bo uvedel na svoji spletni strani tudi
vn sprotno spremljanje proizvodnje in količine obnovljivih virov v ti a Sloveniji. Na žalost za naše obravnavano obdobje to ne pomaga el R veliko, smo pa imeli priložnost narediti preizkus za eno časovno
točko in primerjati ELES-ove nove podatke z našimi
Delež SE + VE v proizvodnji [%] predpostavljenimi (ekstrapolacija v letu 2024). Izkazalo se je, da
Slika 6: Ničvrednost energije iz OVE in "Dekanibalizacija" so se skoraj povsem skladajo. To sicer ni dokaz, je pa dober indic,
po ekonomistično [7] da so naše predpostavke blizu dejanskemu stanju, če zaupamo
ELES-ovi oceni trenutnega dejanskega stanja.
3 Drug problem so predstavljali podatki o urni proizvodnji IN MEDIAS RES ALI KAJ PRAVIJO slovenskih SE na strani Entso-e. Pri analizi se je namreč izkazalo, ŠTEVILKE da je skupna letna proizvodnja (preprost seštevek urnih
podatkov) veliko manjša, kot bi jo pričakovali iz podatkov o
Kot je bilo že omenjeno, je vsak EES specifičen glede instalirani moči SE glede na nek tipičen faktor izkoriščenosti (kot
strukture, lastnosti in razporeditve virov, možnosti prenašanja rečeno okrog 10 %) in tudi bistveno manjša od podatka na [12].
energije, lastnosti porabnikov itd. Zato kvantitativna analiza Špekuliramo lahko, da je slovenski operater pošiljal Entso-e le
scenarijev nekega EES, povezanih bodisi s tehničnimi lastnostmi podatke, do katerih je imel dostop (nekaj več kot polovica
ali ekonomskimi kazalci, v splošnem ne velja za nek drug EES ocenjene dejanske energije SE). Zato smo urne podatke o
ali, zlasti pri velikih EES (kar evropski EES je), ne velja niti za proizvodnji SE v Sloveniji normirali tako, da je na koncu leta bila
druga območja istega EES. Zato smo si zastavili vprašanje: "Kje energija enaka objavljeni letni proizvodnji [12]. Tak pristop je
na teh grafih iz prejšnjega poglavja pa se nahaja Nemčija in kje smiseln, ker dejanski poslani podatki, čeprav niso kompletni,
Slovenija. V uvodu smo navedli razloge za izbiro Nemčije, kot podajo časovno razporeditev proizvodnje, z drugimi besedami,
neke reference. kakor je osončena polovica SE, približno tako je po vsej
Na podlagi javno dostopnih podatkov torej poglejmo, verjetnosti osončena tudi druga polovica. V prejšnjem odstavku
koliko bi bila na trgu vredna električna energija OVE, če bi za omenjeni test je to predpostavko povsem potrdil.
vse nove OVE elektrarne ta trenutek ukinili njihov privilegirani Menimo, da je nekoliko daljši uvod s pojasnilom glede
položaj na trgu z električno energijo in bi bile te po logiki iz Slike uporabljenih podatkov nujen, ker leži izvirni greh množice študij
3 povsem izenačene s "klasičnimi" viri. Kot rečeno smo v analizi in prispevkov (zlasti na področju tako imenovane podnebne
upoštevali zadnjo leto in pol dogajanja na nemški in slovenski politike in energetike, ki "dokazujejo" potrebo po neskončnem
borzi z električno energijo. plačevanju t. i. zelenega prehoda) v prirejenih ali selekcioniranih
Kljub dobri dostopnosti do podatkov [2, 3], je bilo treba podatkih (Dokazov in analiz na to temo je veliko, a zaradi
nekatere faktorje privzeti. Zlasti to velja za podatke proizvodnje nebistvenosti referenc na tem mestu ne navajamo). V
slovenskih SE. Pred leti so na strani ELES, kjer prikazujejo nadaljevanju torej poglejmo, kaj so pokazali izračuni.
trenutne in historične podatke o proizvodnji in porabi [9] podajali
tudi proizvodnjo SE, vendar so to kasneje ukinili. Pridobivanje
teh podatkov namreč ni preprosto. Če je veliko SE na nizki 3.1 Situacija v Nemčiji
napetosti (hišne SE), bi bilo potrebno sprotno zbirati podatke za Izračuni za leto 2023 in prvo polovico leta 2024 za razmere vsako gospodinjstvo s SE posebej. Zbiranje podatkov na nivoju v Nemčiji so predstavljeni v nadaljevanju. nizkonapetostnega izvoda ali celo na srednji napetostni strani
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia R. Mihalič
Tabela 1: izračuni za Nemčijo Tabela 2: izračuni za Slovenijo
Izračunana vrednost / Leto 2023 2024 Izračunana vrednost / Leto 2023 2024
Povprečna cena na borzi [€/MWh] 95 68 Povprečna cena na borzi [€/MWh] 104 73
Povprečen zaslužek 1 MW VE na uro [€/h] 19,4 14,6 Povprečen zaslužek 1 MW SE na uro [€/h] 6,6 5,1
Povprečen zaslužek 1 MW SE na uro [€/h] 6,7 4,3 Vrednost proizvodnje SE glede na
83 70
Vrednost proizvodnje VE glede na povprečno ceno na borzi [%]
povprečno ceno na borzi [%] 85 87 Delež SE v proizvodnji RS [%] 4,6 7,7
Vrednost proizvodnje SE glede na
povprečno ceno na borzi [%] 77 64 Poglejmo, kaj nam povedo navedene številke.
Delež VE v proizvodnji D [%] 32 29
Delež SE v proizvodnji D [%] 12 13 3.3 Diskusija
Strošek redispatchinga [Mrd €] 2,35 1,175* Preden začnemo z interpretacijo rezultatov velja omeniti,
Vrednost proizvodnje VE obremenjene za da pri analizi nemških in slovenskih razmer v EES (proizvodnja,
delež redispatchinga na instalirano moč** 63 60 poraba) in dogajanja na ustreznih borzah [1, 11] ne gre za dva
glede na povprečno ceno na borzi [%] različna EES, temveč za en povezan EES in dve različni področji.
Vrednost proizvodnje SE obremenjene za Različne borzne cene nastajajo le zaradi omejenih možnosti
delež redispatchinga na instalirano moč** 54 37 prenosa energije. Ker sta obe področji vpeti v skupen sistem
glede na povprečno ceno na borzi [%] (Entso-e), se sistemski učinki OVE na obravnavanih področjih
* - privzeto ne odražajo na borzne cene enako, kot bi se, če bi imeli opravka
** - v Nemčiji konkretno delitev med VE in SE ca. pol – pol. z električnima otokoma. Vpliv je "mehkejši", ker se različna
področja do neke mere dopolnjujejo in tudi o tem govorimo, ko
Preurejanje predhodno dogovorjene proizvodnje (redispatching) izpostavljamo prednosti povezave v velik EES.
lahko v veliki meri pripišemo volatilnosti proizvodnje OVE. Neglede na to pa je možno potegniti vzporednice med
Seveda podatkov, kdo je za posamezen primer "odgovoren" ni in predstavljenimi ekonomskimi izračuni iz literature (Slike 4, 5, 6)
tega velikokrat niti ni moč nedvoumno ugotoviti. Menimo, da in med obravnavanima deloma Entso-e. V Nemčiji je vrednost
razdelitev med VE in SE glede na njihovo instalirano moč elektrike iz OVE (zmanjšana za ca. 15 % pri VE in med 40 % in
predstavlja sprejemljiv kompromis, ki poda vsaj dobro oceno za 50 % povprečne cene pri SE – ne pozabimo faktor vrednosti za
ta del stroškov implementacije OVE v EES. VE se začne pri ca. 100 % in za SE pri ca. 130 % Glej Sliko 5),
tudi ob upoštevanju redispatchinga (zmanjšanje za ca. 40 % pri
VE in za ca 60 % pri SE), nekoliko višja, kakor bi sklepali recimo
3.2 Situacija v Sloveniji iz Slike 6. Razliko lahko pripišemo omenjenemu "omehčanju"
Adekvatno izračunom za Nemčijo smo izvedli te tudi za kanibalskega učinka zaradi možnosti izmenjave energije z
Slovenijo. Osnovna razlika med naboroma je v tem, da v drugimi področji. Električna okolica Nemčije namreč po
Sloveniji nismo upoštevali VE, ker je njihov delež zanemarljiv. prispevku OVE za njo zaostaja in blaži omenjeni učinek.
Proizvodnja SE in borzna cena elektrike v Sloveniji za junij 2024
Proizvodnja PV Cena
1000 500
ZNAČILNOSTI
Ekstremna
800 volatilnost 400
W Zelo veliki cen
Antikorelacija gradienti
M Cena / proizvodnja SE moči Wh
v 600 300
Negativne
a 400 200 /M PV cene
€
vodnj 200 100 iz o Cena Pr 0 0
‐200 ‐100 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2
.20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20 .20
.01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01 .01
01 01 01 02 02 02 03 03 04 04 04 05 05 05 06 06 07 07 07 08 08 08 09 09 10 10 10 11 11 11 12 12 13 13 13 14 14 14 15 15 16 16 16 17 17 17 18 18 19 19 19 20 20 20 21 21 22 22 22 23 23 23 24 24 25 25 25 26 26 26 27 27 28 28 28 29 29 29 30 30
Slika 7: Učinek proizvodnje SE na borzo "Southpool" Vir: lastni izračuni
V Sloveniji je prispevek OVE med 5 in 10 x manjši, kakor izenačeni, ne bi imele nove SE nobene možnosti ekonomskega
v Nemčiji, zato je smiselno primerjati rezultate s tistimi na Sliki preživetja. In to, brez da bi jim "naprtili" stroške
5. Izkaže se, da je kanibalski učinek v Sloveniji (zmanjšanje "redispatchinga", kaj šele morebitnih shranjevalnikov.
vrednosti za reda 50 % povprečne cene – zopet ne pozabimo, In nauk zgodbe? Morda bi krilatico "Veter in sonce sta
primerjalna vrednost je 130%) precej večji od tistega, ki bi ga zastonj!" veljalo zamenjati z: "Veter in sonce kmalu ne bosta
razbrali iz Slike 5, se pa precej dobro sklada s Sliko 6. Sklepamo vredna nič." Pa še retorično vprašanje: "Kdo bo vse to plačal?"
lahko, da je v električni okolici Slovenije odstotek proizvodnje
iz SE večji, kakor v Sloveniji, kar pomeni, da Slovenija v bistvu ZAKAJ ŽE, PRAVZAPRAV ???
"uvaža" kanibalski učinek SE, saj je relativno majhen trg.
Omenjeno dejstvo do neke mere potrjuje dogajanje na borzi
"Southpool". Močna volatilnost cene (nihanje, skoki) namreč ne REFERENCE
– glej Sliko 7 – so pa kvalitativno gledano razmere identične = How cheap is electricity from renewable sources. V: OGRIN, Tomaž (ur.), MIHALIČ, Rafael (ur.). Miti in resnice o varovanju okolja = Myths dogajanju na drugih (recimo nemški) borzah. morejo biti povzročeni z nihanjem proizvodnje le slovenskih SE [1] MIHALIČ, Rafael. Kako poceni je električna energija iz obnovljivih virov
and Truths about Environmental Protection : Informacijska družba - IS 2023
= Information Society - IS 2023 : zbornik 26. mednarodne multikonference
= proceedings of the 26th International Multiconference : zvezek D =
4 volume D : 11. oktober 2023, 11 October 2023, Ljubljana, Slovenia. SKLEP
Ljubljana: Institut "Jožef Stefan", 2023.
"Veter in sonce sta zastonj!" je krilatica, ki jo pogosto [2] https://www.stromdaten.info/
[3] https://energy-charts.info/?l=de&c=DE
bodisi od tistih, ki namerno zavajajo. Resnica skoraj ne bi mogla energien-in-australien-in-beiden-groessten-bundesstaaten-steigen-die- strompreise-morgens-und-abends-auf-bis-zu-16-000-us-dollar/ biti bolj drugačna. V [1] smo pokazali, kaj vgradnja OVE slišimo bodisi bodi si od ljudi, ki ne vedo veliko o realnosti, [4] https://eike-klima-energie.eu/2024/08/09/hoelle-mit-erneuerbaren-
[5] Bundesnetzagentur | SMARD)
(recimo SE in/ali VE) dejansko "potegne za sabo" in kake [6] http://open-electricity-economics.org/book/text/07.html [7] https://flex-power.energy/school-of-flex/market-value-of-renewables/ indirektne stroške povzroči v EES. [8] T. Brown, L. Reichenbergc: Decreasing market value of variable V tem prispevku pa nas je zanimalo, koliko je resnična renewables can be avoided by policy action Energy Economics, Volume 100, August 2021 tržna cena elektrike iz OVE (SE in VE) v Nemčiji in Sloveniji. [9] https://www.eles.si/prevzem-in-proizvodnja Teh podatkov namreč v javnosti ni zaslediti, saj ne skladajo z [10] https://transparency.entsoe.eu/ [11] https://www.bsp-southpool.com/rezultati-trgovanja-slovenija.html uradno politiko "zelenega prehoda". Njihovo objavljanje je torej [12] http://pv.fe.uni-lj.si/sl/ "politično nezaželeno." [13] https://www.gov.si/novice/2024-01-17-izjemna-rast-kapacitet-
Analizirali smo zadnje leto in pol dogajanja v Nemčiji in postavljenih-soncnih-elektrarn-v-letu-2023/
Sloveniji. Zakaj poleg Slovenije še Nemčijo in zakaj to obdobje [14] https://www.eles.si/medijsko-sredisce/sporocila-za-javnost-in-
obvestila/sporocila-za-javnost/ArticleID/21273/Proizvodnja-iz-
pojasnimo v Uvodu. Zaradi narave proizvodnje iz OVE, lastnosti obnovljivih-virov-energije-%C2%BBv-%C5%BEivo%C2%AB
obratovanja EES in značilnosti porabnikov prihaja z naraščanjem
deleža proizvodnje iz OVE do tako imenovanega kanibalskega
učinka na trgu z električno energijo. To pomeni, da po eni strani
OVE sami sebi zbijajo tržno ceno elektrike in po drugi strani
ekonomsko onemogočajo najboljše elektrarne (dobre
premogovne elektrarne z visokim izkoristkom, neamortizirane
jedrske elektrarne in plinsko-parne elektrarne z visokim
izkoristkom). Prvo dejstvo za same OVE niti ni tako tragično, saj
ekonomsko preživijo s subvencijami in/ali privilegiranim
položajem. Bankrot in zapiranje (in seveda ustavitev gradnje
česarkoli, kar ni subvencionirano, razen poceni plinskih elektrarn
z odprtim ciklom, slabim izkoristkom in zelo drago elektriko)
omenjenih klasičnih elektrarn pa lahko obratovanje EES pripelje
v nemogočo situacijo, cene elektrike na borzi pa do
nepredstavljivih skokov.
Izkazalo se je, da je s kanibalskim učinkom povezano
relativno znižanje cene VE v Nemčiji nekje 15 %, SE pa za ca.
50 % povprečne tržne cene. Če omenjenim VE in SE "naprtimo"
še stroške "redispatchinga", se ti številki povečata na ca. 40 oz.
90 %. Glede na ekonomske izračune v literaturi jo OVE v
Nemčiji zaradi podpore sosednjih sistemov (beri: "parazitiranja"
nemškega) še dobro odnesejo.
Za razliko od nemškega je situacija v Sloveniji nekoliko
slabša, kot bi pričakovali glede na literaturo. Cena energije SE je
za več kot 50 % povprečne borzne cene nižja od tiste, ki bi jo
pričakovali, če bi v EES bilo le malo SE (pade iz 130 % na 70 %
povprečne borzne cene). Kanibalski učinek Slovenija v bistvu
"uvaža" in elektrika iz njenih SE je na trgu še manj vredna, kakor
bi pričakovali "iz teorije". V razmerah, kjer bi bili akterji na trgu
https://doi.org/10.70314/is.2024.env.5
Kako razumeti ogljični odtis?
prof. dr. Gregor Radonjič
University of Maribor
Faculty of Economics and Business
Dept. of technology and environment protection
gregor.radonjic@um.si
Povzetek CO2), tako na nivoju podjetij kot tudi občinskih ter državnih ustanov. Ogljični odtis, ki pomeni vsoto neposredno in posredno
izdelka, storitve, dogodka ali posameznika je postal eden od ogljičnim odtisom (s poudarkom na ogljičnem odtisu izdelkov), najpomembnejših okoljskih indikatorjev oz. indikatorjev ki so praviloma spregledani oz. neupoštevani v gospodarski povzročenih emisij toplogrednih plinov s strani organizacije, Namen prispevka je prikazati nekatere vidike v povezavi z
trajnostnosti. Kljub njegovi popularnosti in razširjeni uporabi pa praksi in družbenih diskusijah ter opozoriti na njegove
je ogljični odtis povezan z različnimi metodološkimi ter metodološke in konceptualne pomanjkljivosti. konceptualnimi pomanjkljivostmi. Predvsem je preveliko
osredotočanje na ogljični odtis v majhni državi kot je Slovenija,
ki v bilanco emisij toplogrednih plinov prispeva minorni delež v
primerjavi z velikimi državami, problematično zato, ker se 2 Metodološke in konceptualne pomanjkljivosti posledično pozablja na nekatere ključne okoljevarstvene
probleme, ki so vitalnega pomena za kakovost življenja oz. ogljičnega odtisa
bivanja.
Ogljični odtis ima pomembne metodološke in konceptualne
Ključne besede storitev in podjetij na okolje pomanjkljivosti pri ugotavljanju dejanskih vplivov izdelkov, [5-6]. Gospodarsko, politično in
ogljični odtis, toplogredni plini, metoda LCA medijsko osredotočanje izključno na ogljični odtis namreč daje
zavajajoč občutek glede celovitih vplivov izdelkov, storitev in
organizacij na okolje, saj se pozablja na številne druge vplive, ki
jih povzročajo podjetja oz. njihovi izdelki ali storitve [7-9].
1 Uvod Posledica tega je, da predstavniki gospodarstva pogosto zgled za
svojo ''zeleno'' naravnanost prikazujejo izključno z
Emisije toplogrednih plinov (TGP) veljajo v splošnem v osredotočanjem na zmanjšanje ogljičnega odtisa, pri tem pa kot
gospodarstvu in politiki za ključni okoljski problem in prioriteto, po pravilu pozabljajo na številne druge vplive na okolje (ali pa
o katerem se v primerjavi z drugimi okoljskimi problemi se jih sploh ne zavedajo), ki so prav tako posledica njihove
neproporcionalno več razpravlja ter se mu namenja medijskega dejavnosti ali proizvodnje ter uporabe izdelkov [10]. Ob tem
in političnega prostora. Pojmi kot so nizko- in brezogljična velja poudariti, da poleg ogljičnega odtisa obstaja še več
družba, nizko- in brezogljično gospodarstvo, razogljičenje, pomembnih ''odtisov'', kot sta na primer vodni in ekološki odtis,
ogljična nevtralnost ter z njimi povezani ukrepi so v vrhu za katera velja, da nikakor ne bi smela biti v senci ogljičnega
prioritet vladnih ukrepov in trajnostnih politik podjetij [1-3]. Za odtisa.
določene organizacije oz. podjetja je poročanje o emisijah TGP
postalo tudi obvezno [4]. Za upravljanje 'ogljičnih politik' so zato Poleg omenjenih konceptualnih pomanjkljivosti ogljičnega
potrebni kvantitativni podatki o emisijah TGP, s pomočjo katerih odtisa ne gre spregledati tudi številnih metodoloških
se spremlja tako trenutno stanje glede emisij TGP kot tudi pomanjkljivosti njegovega določevanja. Še posebej je ta problem
učinkovitost ukrepov v zvezi z njihovim zmanjševanjem. Vlogo prisoten pri določevanju ogljičnega odtisa izdelkov zaradi
takšnega kvantitativnega indikatorja je prevzel ogljični odtis, ki njihovih kompleksnih okoljskih življenjskih ciklov. Takšno
predstavlja glavni kvantitativni indikator za izvajanje in določevanje ni enostavno, saj mora temeljiti na njihovih
spremljanje podnebnih politik (predvsem zmanjševanja emisij velikokrat kompleksnih okoljskih življenjskih ciklih. Le-ti
vključujejo številne faze: pridobivanje surovin za materialno in
∗Article Title Footnote needs to be captured as Title Note energijsko proizvodnjo, transport, proizvodnjo materialov,
†Author Footnote to be captured as Author Note kemikalij, sestavnih delov, embalaže, proizvodnjo končnih
Permission to make digital or hard copies of part or all of this work for personal or izdelkov, vplive med uporabo ter pri ravnanju z odpadki.
classroom use is granted without fee provided that copies are not made or distributed Metodološke pomanjkljivosti določevanja ogljičnih odtisov
for profit or commercial advantage and that copies bear this notice and the full
citation on the first page. Copyrights for third-party components of this work must izdelkov, li lahko močno vplivajo na končno vrednost ogljičnega
be honored. For all other uses, contact the owner/author(s). odtisa, tako zajemajo upoštevanje različnih meja življenjskih Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia ciklov, vpliv energijskih mešanic različnih držav, dostopnost do © 2024 Copyright held by the owner/author(s).
http://doi.org/10.70314/is.2024.env.6 verodostojnih podatkov o emisijah TGP v fazah pridobivanja
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia F. Surname et al.
surovin in tehnoloških postopkov ravnanja z odpadki, izbor ravnanja z izdelki po uporabi. Vključuje vse snovne in energijske
pravilnih emisijskih faktorjev ter potencialov globalnega tokove, tudi take, ki bi bili z uporabo drugih metod lahko prezrti.
segrevanja (GWP koeficienti) in upoštevanje oz. izvzetje V obravnavanje življenjskega okoljskega cikla nekega proizvoda
biogenega CO2 v izračunih [6]. Vse to lahko vodi do je vedno vključeno tudi pridobivanje energije, potrebne za
neprimerljivosti vrednosti ogljičnih odtisov. Rezultati so torej pridobivanje surovin, za njegovo predelavo, proizvodnjo,
odvisni od številnih spremenljivk in predpostavk, a tudi transport, distribucijo, uporabo itn., ki se prične prav tako s
poenostavitev, kar praviloma onemogoča neposredno primerjavo pridobivanjem potrebnih energijskih virov. Vendar z metodo
rezultatov izračunov in posledično otežuje pravilno LCA masne in energijske vtoke ter iztoke ne le kvantificiramo,
komunikacijo z javnostjo [11-12]. ampak jih povežemo z njihovim dejanskim škodljivim učinkom
na okolje ter zdravje. LCA analiza lahko vključuje tudi do 20
Kljub omenjenim metodološkim in konceptualnim različnih okoljskih kategorij, kot so npr. ogljični odtis,
pomanjkljivostim sedanji koncept ogljičnega odtisa že pomeni razgradnja ozonskega sloja, kisli dež, evtrofikacija, emisije
osnovo za nove zakonodajne ter administrativne ukrepe v trdnih delcev, ekotoksičnost, raba vode, izčrpavanje mineralnih
gospodarstvu (politične zahteve po ogljični nevtralnosti, surovin idr. Kar je posebej pomembno, je dejstvo, da so za
obdavčitve, poročanje). Pojavljajo pa se tudi konkretni predlogi, ovrednotenje oz. preračun vplivov emisij in drugih snovi na
da bi sedanji koncept ogljičnega odtisa morebiti uporabil kot okolje ter zdravje uporabljeni najnovejši in znanstveno podprti
mehanizem dodatnega pritiska oz. kontrole državljanov v okviru modeli, kar daje metodi LCA dodatno veljavo glede
ideje o določitvi ogljičnih kreditov posameznika (kreditnih točk) verodostojnosti rezultatov. Zato s pomočjo metode LCA podjetja
kot del ideje o socialnem točkovanju obnašanja oz. aktivnosti ne pridobijo le podatkov, kakšni so vplivi v posameznih fazah
ljudi v povezavi z neposredno in posredno povzročenimi življenjskih ciklov, ampak tudi podatke o vplivih na okolje, ki se
emisijami CO2 [13-15]. In to ne glede na dejstvo, da odstotek jih z drugimi metodami ne da določiti.
globalne elite s svojimi poslovnimi odločitvami ter načinom
življenja povzroča vrtoglave količine emisij TGP [16]. Ker metoda LCA temelji na okoljskem življenjskem ciklu, se
Medsebojni preplet omenjenih vidikov shematsko prikazuje slika lahko s celostnim pristopom obravnavanja vplivov proizvoda na
1. okolje v večji meri zagotovi, da se identificirajo najbolj
relevantni vplivi na okolje v celotnem proizvodno-
distribucijskem sistemu in ne nazadnje, da se prepreči, da bi se
okoljski vplivi "prestavljali" iz ene faze življenjskega cikla v
drugo in obratno (npr. pri menjavi materalov, sestavnih delov,
energentov idr.), saj lahko spremembe z izračunom preverimo
vnaprej. Poudariti velja, da je metoda LCA edina mednarodno
standardizirana metoda za ovrednotenje vplivov izdelkov na
okolje, njen metodološki okvir pa definirajo mednarodni
standardi družine ISO 14040 [17].
Ogljični odtis je vselej del LCA analiz, kar pomeni, da ima
določevanje vplivov izdelkov in storitev na okolje s pomočjo
LCA metode številne prednosti pred določevanjem samo
ogljičnega odtisa, kar žal počnejo slovenska podjetja in v kar jih
z zakonskimi in podzakonskimi akti sili politika. Ogljični odtis
izdelka dobi v okviru LCA analiz povsem drugo perspektivo, saj
ga primerjamo z ostalimi okoljskimi indikatorji oz. vplivi na
Slika 1: Ogljični odtis – preplet različnih vidikov za njegovo okolje. In prav analize LCA nam dokazujejo, da ogljični odtis ni
razumevanje vedno nujno najbolj vplivni okoljski indikatorji v življenjskih
ciklih izdelkov v primerjavi z drugimi okoljskimi indikatorji
[9,18]. Če se upošteva celotni okoljski življenjski cikel izdelkov
in ne le faza uporabe, se tudi zelo spremenijo okoljski profili e-
3 vozil ter tehnologij za pridobivanje energije iz obnovljivih virov Metoda LCA – alternative ogljičnemu odtisu
(na primer biogoriv) [19] ali solarnih panelov [20].
Zaradi omenjenih metodoloških in konceptualnih
A vendarle se je potrebno zavedati, da imajo tudi programska
pomanjkljivosti se je potrebno v takih primerih poslužiti drugih,
orodja, s katerimi modeliramo življenjske cikle v okviru LCA
celovitejših metod vplivov izdelkov, storitev ali organizacij na
analiz, vgrajene določene modelne spremenljivke ter
okolje kot je npr. metoda LCA ('Life Cycle Assessment'). S to
poenostavitve, s čimer je možno vplivati na končne rezultate,
kompleksno analitsko metodo določamo vplive izdelkov v
zato takšne študije zahtevajo izkušene in poštene izvajalce, ki
njihovih celotnih okoljskih življenjskih ciklih, ki zajemajo
uporabljajo najsodobnejšo programsko opremo ter podatkovne
pridobivanje surovin, pridobivanje energijskih virov,
baze.
proizvodnjo in distribucijo potrebne energije, proizvodnjo
polizdelkov, izdelkov ter stranskih izdelkov, transport in
Zaradi vsega navedenega je lahko uporaba izključno ogljičnega
distribucijo, učinke med uporabo in alternativne možnosti
odtisa v promocijske namene tudi sredstvo okoljskega zavajanja
Insert Your Title Here Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
(t.i. ''greenwashing'') (ANEC/BEUC/ECOS/EEB, 2009; environmental impact through producers and consumers.
Radonjič, 2016). Science, Vol. 360, June 1st 2018.
[10] Volfand, J. 2022. Praksa različno, trg že zahteva poročanje
o ogljičnem odtisu. ESG Revija za trajnostni razvoj, št.
4 Zaključek 174/175, december 2022.
[11] Marriott, J., Scott Matthews, H. and Hendrickson, C. T.
Za Slovenijo je velika popularnost ogljičnega odtisa in 2010. Impact of Power Generation Mix on Life Cycle
intenzivno osredotočanje politike, medijev ter gospodarstva nanj Assessment and Carbon Footprint Greenhouse Gas Results.
problematično tudi zato, ker bi tudi v primeru popolne ogljične Journal of Industrial Ecology, Vol. 14, pp.919-928
nevtralnosti države to predstavljalo le minoren prispevek h [12] Röös, E., Sundberg, C. and Hansson, P. A. 2010.
globalni bilanci toplogrednih plinov (še posebej, če k temu Uncertainties in the Carbon Footprint of Food Products: A
prištejemo enormne emisije ogljikovega dioksida ter mnogih Case Study of Table Potatoes', International Journal of
škodljivih plinov in delcev zaradi vojaških aktivnosti v svetu) ob LCA, Vol. 15, pp.478-488
istočasnem ignoriranju ali vsaj manjši pozornosti okoljskih [13] Wintour, P. 2006. Miliband plans carbon trading 'credit
problemov, ki pa jih resnično lahko in moramo sami obvladovati, cards' for individuals. The Guardian, 11. December5 2006.
ker neposredno vplivajo na kakovost okolja in zdravja v Dostopno:
Sloveniji. S tem je mišljen predvsem odnos do naših sladkih in [14] World Economic Forum. 2022. 'My Carbon': An approach
morskih voda, do uporabe kemikalij v kmetijstvu, for inclusive and sustainable cities. Dostopno:
izpostavljenosti kemikalijam v izdelkih, varovanje rodovitnih https://www.weforum.org/agenda/2022/09/my-carbon-an-
kmetijskih površin, odnos do gozdov, učinkovito ravnanje z approach-for-inclusive-and-sustainable-cities/
odpadki in zmanjševanje tistih izpustov v zrak, ki imajo lokalne [15] Peters, T. 2022. Alibaba Group creating a 'individual carbon
ali regionalne škodljive učinke, bodisi zaradi lokalne industrijske footprint tracker'. Dostopno: www.rebelnews.com
proizvodnje, bodisi zaradi transporta. Razumeti ogljični odtis v [16] Oxfam. 2022. Carbon Billionaires. The investment
okviru okoljskih politik zato pomeni razumeti tako njegove emissions of the world's richest people. Oxfam
metodološke kot konceptualne pomanjkljivosti. International, Oxford.
[17] SIST EN ISO 14040:2006. Ravnanje z okoljem –
Ocenjevanje življenjskega cikla – Načela in okviri.
Slovenski inštitut za standardizacijo, Ljubljana.
Reference / Literatura [18] DeMonte, M., Padoana, E., & Pozzetto, D. 2005. Alternative
coffee packaging: an analysis from life cycle point of view.
[1] Uradni list Republike Slovenije. 2021. Resolucija o Journal of Food Engineering, 66, 405 – 411. [19] Smith, James. 2010. Biofuels and the Globalization of Risk. dolgoročni podnebni strategiji Republike Slovenije do leta Zed Books. London, New York. 2050. Št.119/2021. [20] Kleijn, R., E. van der Voet, G. R. Kramer, L. van Oers, C. [2] European Commission. 2023. Climate Action – Progress van der Giesen. 2011. Metal requirements of low-carbon Report 2023. Brussels. power generation. Energy , Vol. 36, 5640 – 5648. [3] European Commission. 2024. Commission sets out how to
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[9] Poore, J. in T. Nemecek. 2018. Reducing food's
Ali je prispevek slovenske živinoreje k podnebnim
spremembam precenjen?
Is the contribution of Slovenian livestock farming to
climate change overestimated?
Jože Verbič
Oddelek za živinorejo
Kmetijski inštitut Slovenije
Ljubljana, Slovenija
joze.verbic@kis.si.com
POVZETEK impact of persistent emissions of short-lived gasses on the
Za živinorejo so značilni veliki izpusti metana. Metan uvrščamo account the characteristics of short-lived air pollutants (GWP*). climate. Researchers have developed a method that takes into
med kratko obstojne toplogredne pline. Za razliko od CO2, ki se
v ozračju zadrži več stoletij, se metan po navedbah zadnjega response of the Earth's surface temperature to emissions of This method is characterized by a better prediction of the
(šestega) ocenjevalnega poročila Medvladnega odbora za short-lived gasses than GWP100. When comparing the two podnebne spremembe (IPCC) oksidira v približno 12 letih. Za
poročanje Okvirni konvenciji Združenih narodov o spremembi the contribution of Slovenian livestock farming to climate methods, it was found that the GWP100 method overestimates
podnebja (UNFCCC) uporabljamo metodo potencialnega
warming by a factor of 4.6.
globalnega segrevanja za stoletni časovni horizont (GWP100). V
zadnjem času se vse pogosteje pojavljajo kritike, da metoda KEYWORDS GWP100 ni najbolj primerna za oceno kumulativnega učinka
trajnih izpustov kratko obstojnih plinov na podnebje. climate change, livestock farming, methane
Raziskovalci so razvili metodo, ki upošteva lastnosti kratko
obstojnih onesnaževal zraka (GWP*). Za to metodo je značilno,
1 UVOD
da bolje napoveduje odziv temperature zemeljskega površja na
izpuste kratko obstojnih plinov kot GWP V javnosti je splošno razširjeno mnenje, da je intenzivna 100 . S primerjavo obeh
metod je bilo ugotovljeno, da metoda GWP evropska intenzivna živinoreja med najpomembnejšimi vzroki 100 precenjuje
prispevek slovenske živinoreje k segrevanju podnebja za 4,6 podnebnih sprememb. K temu je veliko prispevalo FAO
krat. poročilo Dolga senca živinoreje (Livestock's long shadow) [1].
Najpogosteje izpostavljeno sporočilo, ki so ga mediji
KLJUČNE BESEDE posredovali javnosti je, da je živinoreja glavni povzročitelj
izpustov toplogrednih plinov (TGP) in da je odgovorna za 18 %
podnebne spremembe, živinoreja, metan
izpustov, kar presega izpuste iz prometa. Ob tem sporočilu so
ABSTRACT bile izražene kritike intenzivne evropske živinoreje, zamolčano
pa dejstvo, da se struktura izpustov TGP v Evropi precej
Livestock farming is characterized by high methane emissions. razlikuje od izpustov na globalni ravni, saj je raba fosilnih goriv
Methane is classified as a short-lived greenhouse gas. Unlike v prometu, industriji in v gospodinjstvih nadpovprečna, število
CO2, which remains in the atmosphere for centuries, methane živine pa razmeroma majhno. Zamolčan je bil podatek istega
oxidizes in about 12 years, according to the latest (sixth) poročila [1], da je prispevek Zahodne Evrope in Severne
assessment report of the Intergovernmental Panel on Climate Amerike k skupnim (globalnim) izpustom metana iz prebavil
Change (IPCC). For reporting to the United Nations Framework rejnih živali le nekaj več kot desetina (10,75 %). Le malokdo se
Convention on Climate Change (UNFCCC), we use the 100- zaveda, da je število goved v Afriki (189,6 milijonov) približno
year global warming potential (GWP100) method. Recently, dvakrat večje kot v Evropi (celina) (92,1 milijonov, v glavah
there has been increasing criticism that the GWP100 method is velike živine) [2].
not the most appropriate method to assess the cumulative Za živinorejo so značilni veliki izpusti ne-CO toplogrednih 2
DOI: https://doi.org/10.70314/is.2024.env.7 plinov, predvsem metana. Različni toplogredni plini se v
njihovem učinku na segrevanje podnebja razlikujejo. Za
Permission to make digital or hard copies of part or all of this work for personal or namene poročanja o emisijah TGP jih preračunamo v
classroom use is granted without fee provided that copies are not made or ekvivalente (ekv) ogljikovega dioksida z upoštevanjem
distributed for profit or commercial advantage and that copies bear this notice and
the full citation on the first page. Copyrights for third-party components of this potenciala globalnega segrevanja za stoletni časovni horizont
work must be honored. For all other uses, contact the owner/author(s). (Global Warming Potential, GWP ). Po tej metodi je Information Society 2023, 9–13 October 2023, Ljubljana, Slovenia 100
© 2023 Copyright held by the owner/author(s). slovenska živinoreja po zadnjih podatkih (za leto 2022)
prispevala 8,35 % vseh emisij TGP v Sloveniji. K temu so
največ prispevali izpusti metana iz prebavil (6,31 %), sledili so Namen tega prispevka je prikazati, kakšen je prispevek
izpusti metana iz skladišč za živinska gnojila (1,61 %), izpusti slovenske živinoreje k izpustom toplogrednih plinov, če le tega
didušikovega oksida iz skladišč za živinska gnojila (0,27 %) in ocenimo z metodo, ki upošteva obstojnost metana v ozračju
posredni izpusti didušikovega oksida, ki nastanejo zaradi (GWP*). Rezultate smo primerjali z rezultati po metodi, ki je
uhajanja dušikovih spojin iz hlevov in skladišč za živinska splošno uveljavljena za poročanje UNFCCC (GWP100).
gnojila [3]. K izpustom v živinoreji je največ prispevala
govedoreja (92,7 %), sledile so reja prašičev (2,6 %), perutnine
(1,6 %), ovc (1,7 %), koz (0,3 %), konj (0,9 %) in kuncev (manj 2 METODE
kot 0,1 %) [3]. Podatke o izpustih metana in didušikovega oksida za obdobje
Ocenjevanje vpliva človekovih dejavnosti na spremembe 1985-2022 smo zajeli iz emisijskih evidenc Kmetijskega
podnebja na podlagi GWP100 sega v obdobje prvega poročila inštituta Slovenije [3]. Gre za izvorne podatke, ki so uporabljeni
Medvladnega odbora za podnebne spremembe, ki je bilo izdano za poročanje UNFCCC [13]. Za živinorejo smo upoštevali
v letu 1990. Že ob uveljavitvi tega koncepta je bilo prepoznano, izpuste metana iz prebavil rejnih živali, izpuste metana iz
da ima ob prednostih (t.j. predvsem enostavna implementacija), skladišč za živinska gnojila, izpuste didušikovega oksida iz
tudi resne pomanjkljivosti [4]. Od metode za postavitev skladišč za živinska gnojila in posredne izpuste didušikovega
različnih TGP na skupni imenovalec pričakujemo predvsem, da oksida, ki nastanejo zaradi uhajanja dušikovih spojin iz hlevov
bo realno ocenila učinek izpustov teh plinov na spremembe in skladišč za živinska gnojila. Podatki o izpustih metana in
temperature zemeljskega površja. Smith in sod. [5] so opozorili, didušikovega oksida so bili preračunani v ekvivalente CO2 ob
da koncept GWP100 slabo oceni odziv temperature na upoštevanju potencialov globalnega segrevanja za stoletno
kumulativne izpuste kratko obstojnih toplogrednih plinov, med časovno obdobje (GWP100), kot je trenutno v veljavi za
katerimi je tudi metan. Za razliko od CO2, ki ostane v ozračju poročanje UNFCCC (faktor 28 za metan in faktor 265 za
več stoletij, se metan relativno hitro oksidira (približno 12 let) didušikov oksid). Podatke o izpustih TGP iz živinoreje smo
[6]. Koncept GWP100 tega ne upošteva. Za realnejšo oceno preračunali v ekvivalente CO2 tudi z alternativno metodo
vpliva izpustov metana na podnebje so raziskovalci nedavno GWP*. Pri tem smo za didušikov oksid uporabili enak postopek
razvili nov način za preračun izpustov različnih toplogrednih kot za GWP100, za metan pa metodo po Cain in sod. [7].
plinov na skupni imenovalec, ki upoštevajo, da je metan v
atmosferi kratko obstojen (GWP*) [7, 8, 9].
Za dolgo obstojne TGP je značilno, da se v ozračju 3 REZULTATI IN RAZPRAVA
akumulirajo. Vsak enkratni izpust (npr. izpust v tekočem letu) Podatki o izpustih TGP v slovenski živinoreji so predstavljeni
poveča koncentracijo plina v ozračju in četudi takoj prenehamo na Grafu 1. Za GWP100 razpolagamo s podatki za obdobje
z novimi izpusti, se koncentracije tega plina ne bodo zmanjšale. 1985-2022. Za GWP* razpolagamo le s podatki po letu 2005.
Vsak enkratni izpust dolgo obstojnega TGP pomeni dodatno Ker je ocena po GWP* odvisna tudi od preteklih izpustov,
segrevanje, ki ga je treba prišteti k učinku vseh izpustov tega podatkov pred tem letom ni mogoče izračunati. Primerjava
plina v zgodovini. Pri metanu je drugače. Koncentracija v kaže, da je prispevek slovenske živinoreje k podnebnim
ozračju ni odvisna le od izpustov v tekočem letu, ampak tudi od spremembam z metodo GWP100 zelo precenjen. V obdobju
obsega oksidacije metana, ki smo ga v ozračje izpustili v 2005-2022 so se izpusti gibali od 1318 do 1432 kT ekv CO2. Po
preteklosti. V ozračju se sproti vzpostavlja novo ravnovesje. Če metodi GWP* smo imeli v znatnem delu tega obdobja
letne izpuste ohranjamo na ravni iz preteklosti, se koncentracije negativne izpuste (obdobje 2005-2010, 2012, 2022). Za leta z
ne spreminjajo. Če letne izpuste povečujemo, se povečujejo tudi negativnimi izpusti je bilo ocenjeno, da je obseg oksidacije
koncentracije v ozračju in če jih zmanjšujemo se koncentracije metana iz preteklih izpustov presegel izpuste iz tega leta in da
zmanjšajo. GWP* to upošteva in je razmeroma dober približek je razlika izničila tudi izpuste didušikovega oksida. Povprečje
podnebnemu modelu. Na drugi strani pa GWP100 v primeru za obdobje 2018-2022 kaže, da metoda GWP100 precenjuje
vzdržnih ali padajočih izpustov metana prikriva napredek proti prispevek slovenske živinoreje k segrevanju podnebja za 4,6
podnebnemu cilju, ki ga Pariški sporazum določa v C glede na krat (izpusti po GWP100 in GWP* so bili v povprečju 1373 in
predindustrijsko dobo [10]. 299 kT ekv CO2 na leto). Metoda preračunavanja posameznih
Problematika ocenjevanja izpustov metana na podnebje je bolj TGP zelo vpliva tudi na strukturo izpustov. Po metodi GWP100
obsežno in poglobljeno obravnavana v zadnjem (šestem) je prispevek slovenske živinoreje k skupnim izpustom (vsi
ocenjevalnem poročilu Medvladnega odbora za podnebne sektorji) ocenjen na 8,33 %, po GWP* pa na 2,40 % (ocena za
spremembe. Ugotavljajo, da metoda GWP100, ki jo uporabljamo obdobje 2018-2022, pri čemer so bili pri skupnih izpustih za
za poročanje Okvirni konvenciji Združenih narodov o GWP* korigirani tudi izpusti metana iz drugih sektorjev).
spremembi podnebja (UNFCCC), ni najbolj primerna za oceno Vedeti moramo, da k ugodnemu rezultatu za živinorejo po
kumulativnega učinka trajnih izpustov kratko obstojnih plinov GWP* prispeva predvsem razmeroma uspešno zmanjševanje
na podnebje [11]. Medvladni odbor v zadnjem poročilu ni izpustov metana v preteklem obdobju. V primeru hitrega
priporočil nobene od obravnavanih metodik za preračun povečevanja izpustov namreč ocene po GWP* presegajo ocene
izpustov različnih TGP na skupni imenovalec [6]. Zapisali so, po GWP100. V Sloveniji na to kaže primer reje drobnice, kjer so
da je izbor najprimernejše metrike odvisen od namena bili v obdobju 2005-2015 izpusti po GWP* dva do trikrat večji
primerjave. Na 27. Konferenci pogodbenic Okvirne konvencije kot po GWP100 [14]. Združenih narodov o spremembi podnebja v Sharm El–Sheikhu
je bilo izglasovano, da lahko pogodbenice ob GWP100 dodatno
poročajo tudi na podlagi alternativnih metod, kot je GWP* [12].
2000 Sklenemo lahko, da splošno uveljavljena metoda obračunavanja
) ekvivalentov CO2 močno precenjuje učinek slovenske
O 2 živinoreje na segrevanje podnebja. Z nadaljnjim
C 1500
zmanjševanjem izpustov metana v živinoreji lahko sicer
1000 prispevamo k ohlajanju podnebja, pri tem pa je potencial
(kT ekv GWP100 evropske živinoreje zaradi zmanjšanja emisij v preteklosti in
TGP zaradi obsežnih drugih virov razmeroma majhen. GWP* sti 500 u
Izp
0 4 ZAHVALA
1982 1987 1992 1997 2002 2007 2012 2017 2022
Prispevek je bil pripravljen v sklopu projekta V5-2366
-500 »Ovrednotenje dejavnikov za učinkovito zniževanje emisij
Graf 1: Primerjava metod GWP100 in GWP* za preračun toplogrednih plinov«, ki ga sofinancirata Agencija za
izpustov toplogrednih plinov v slovenski živinoreji v raziskovalno dejavnost Republike Slovenije (ARIS) in
ekvivalente CO2. Prikaz zajema tako izpuste metana kot Ministrstvo za okolje, podnebje in energijo Republike Slovenije
didušikovega oksida. (MOPE) in v sklopu raziskovalnega programa »Trajnostno
kmetijstvo« (P4-0133), ki ga sofinancira Agencija za
Nov način obračunavanja toplogrednega učinka metana ne raziskovalno dejavnost Republike Slovenije (ARIS) iz
pomeni, da so prizadevanja za zmanjšanje izpustov nepotrebna. državnega proračuna.
Metan je zelo potenten toplogredni plin. V kolikor se zaradi
povečevanja izpustov koncentracije v atmosferi povečujejo, se
podnebje segreva hitreje, kot kaže GWP 5 LITERATURA 100 . Na drugi strani pa
lahko z zmanjšanjem izpustov metana zmanjšamo koncentracije [1] FAO, 2006. Livestock's long shadow. Environmental issues and options.
v ozračju in s tem planet ohladimo. Evropa je ta potencial v FAO, 390 s. Retrieved September 4, 2023 from
precejšnjem obsegu že izkoristila, saj je edini kontinent, na https://www.fao.org/4/a0701e/a0701e00.htm.
[2] FAO, 2024. FAOSTAT Statistical Database. Food and agriculture data.
katerem se izpusti metana iz živinoreje zmanjšujejo že nekaj Retrieved July 17, 2024 from https://www.fao.org/faostat/en/#home.
desetletij [15]. Za Nemčijo imamo tudi ocene za čas izpred več [3] KIS (2024) Emisije metana, didušikovega oksida, ogljikovega dioksida,
kot 100 let. Izpusti metana iz prebavil rejnih živali so že od leta amonijaka, NMVOC, NOX, PM10 in PM2,5 v kmetijstvu. Emisijske
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globalni ravni prispevajo naravni viri 50,5 % vsega metana, Chris Huntingford and Myles R. Allen, 2012. Equivalence of greenhouse-
fosilna goriva 17,4 %, živinoreja 15,1 %, deponije in odpadki gas emissions for peak temperature limits. Nat. Clim. Change 2, 535–538.
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koncentracija metana v ozračju, če bi ukinili vso evropsko Panmao Zhai, Anna Pirani, Sarah L. Connors, Clotilde Péan, Sophie
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9326/ad0f75
Oblikovanje specifičnih habitatov kot ukrepanje za
zmanjšanje vplivov hidroelektrarn na okolje
Design of specific habitats as a measure to reduce the
impacts of hydropower plants on the environment
Andraž Hribar
Služba za gradbeništvo in okolje
HESS, d. o. o., Brežice, Slovenija
andraz.hribar@he-ss.si
Povzetek je veliko, trenutno v fazi realizacije je projekt ureditve brežine
Kompolje an pretočni akumulaciji HE Boštanj.
Zajezba na vodotoku je tisti del vsake hidroelektrarne, ki
predstavlja največjo spremembo v prostoru in ima velik vpliv na Ključne besede
okolje v času obratovanja HE. Sodobni pristopi k umeščanju Zmanjšanje vplivov energetskih objektov, večanje okoljske
akumulacij zahtevajo celovit in multidisciplinaren pristop ter vrednosti, vzdrževanje z dodano vrednostjo, ekološka gradnja,
vključitev različnih deležnikov. Vključevanje širokega kroga sonaraven razvoj strokovnjakov iz različnih področij po eni strani odpre veliko
vprašanj, po drugi strani pa omogoči takšno ukrepanje, ki Abstract
zmanjša vpliv ob umestitvi objekta in tudi v času obratovanja. Basin of each Hydropower plant represents the biggest spatial
Primer iz prakse so pretočne akumulacije na spodnji Savi, kjer so change and has the biggest impact on the environment during the
se v času gradnje uredili nadomestni habitati, v času obratovanja operation of the HPP. Modern approaches to the implementation
pa se na podlagi monitoringov in sodelovanja s strokovnjaki s of the basin require a comprehensive and multidisciplinary
področja ekologije, biologije in drugih naravoslovnih ved zbirajo approach and the involvement of various stakeholders. The
podatki in oblikujejo nova znanja o prostoru. To omogoča involvement of a wide range of experts from different fields
prilagajanje spremembam v naravi, ki so neizbežne: ravno narava opens up many questions. On the other hand it enables such
je tista, ki daje prostoru dinamiko. Statični objekti, kakršne naj action that minimizes the impact while building the HPP and also
bi bile hidroelektrarne, se morajo prilagajati tej dinamiki z during operation. On the lower Sava several examples of good
novimi ukrepi, ki ne nasprotujejo naravi temveč sprejemajo nove practice can be seen. During construction substitute habitats were
naravne danosti in gradijo na prednostih, ki jih pretočne arranged and during operation data is collected and new
akumulacije nudijo. Vzdrževanje hidroelektrarn naj bi bila knowledge about ecosystem is developed based on monitoring
načeloma rutinska aktivnost. Vendar nova spoznanja v and cooperation with experts in the field of ecology, biology and
migracijah organizmov (na primer ribe), prihod novih vrst v other natural sciences. This is the basis of adaptation to the
prostor (na primer bober), širjenje novih tujerodnih vrst (trikotna changes in nature, which are imminent. Facilities, such as HPP
ladjica), spremembe v hidrološkem režimu reke (prehod Save iz are designed to be static but that is not how nature works. We
snežno-dežnega režima v dežni režim) in klimatske spremembe must adapt to dynamic dictated by nature with new measures that
zahtevajo razvoj in prilagajanje. Vsi novi ukrepi se dandanes do not oppose but accept new natural conditions and build on the
morajo izpeljati po načelih krožnega gospodarstva, upoštevati pa advantages that HPP basins offer. Maintenance of hydroelectric
je potrebno tudi spremljanje ogljičnega odtisa, kar je pri power plants is supposed to be a routine activity in principle.
aktivnostih vezanih na sedimente vse pomembnejše vprašanje. V However, new findings in the migration of organisms (for
družbi HESS imamo postavljen dvojni sistem: spremljanje stanja example different fish species), the arrival of new species in the
pretočnih akumulacij v našem upravljanju na eni strani in area (for example beaver), the spread of new non-native species
oblikovanje nabora zaželenih ukrepov za povečanje okoljske in (triangle boat), changes in the hydrological regime of the river
družbene vrednosti. Sistem omogoča primerjavo obeh sklopov in (the transition of the Sava from a snow-rain regime to a rain
ukrepanje na način, da se ob vsaki sanaciji ali modifikaciji doseže regime) and climate change requires development and adaptation.
dodana vrednost. Primerov tovrstnega ukrepanja na spodnji Savi All new measures nowadays must be carried out according to the
principles of the circular economy, also the carbon footprint must
∗ https://doi.org/10.70314/is.2024.env.8 be taken into account, which is an increasingly important issue
for activities related to sediments. At HESS, we have a dual
Permission to make digital or hard copies of part or all of this work for personal or system when designing modifications of the HPP basins: on the
classroom use is granted without fee provided that copies are not made or distributed
for profit or commercial advantage and that copies bear this notice and the full one hand, monitoring of the basins. On the other hand creating a
citation on the first page. Copyrights for third-party components of this work must set of desirable measures to increase environmental and social
be honored. For all other uses, contact the owner/author(s).
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia value. This enables the comparison of the two data sets and
© 2024 Copyright held by the owner/author(s). achieving added value with each renovation or modification.
There are many examples of good practices on the lower Sava 2 Primeri »naravnih« habitatov river developed by this principle. Currently the project to
Preselimo se bližje nam, v Slovenijo, na spodnjo Savo. V
improve the bank of Kompolje at the Boštanj HPP is in the phase
trenutku umeščanja HE Brežice v prostor so strokovnjaki
of development.
ustvarjali rešitve (prostorske ureditve), ki bi v naravi ustvarile
Keywords določene pogoje in prostor za življenje določenih organizmov.
Pri tem so se strokovnjaki v veliki meri naslanjali na elemente,
Reducing the impact of energy facilities, increasing the ki jih je ustvarila narava in so (bili) domovanje številnih organizmov: Poplavni gozd imenovan Vrbina pri Brežicah, environmental value, maintenance with added value, eco- gramozne jame, suhi travniki, mlake in jezera. Pa jih je res development, sustainable development
ustvarila narava?
1 Uvod
Razmišljanje o varovanju narave ob umeščanju novega objekta
ali nove ureditve v prostor je dejansko primerjava med tistim, kar
je, in tistim, kar bo. Zatakne se že pri prvem delu: tistim, kar je,
oziroma povedano drugače, stanje, v katerem je narava v tem
trenutku. Ali je stanje v tem trenutku res tisto, kar želimo
ohranjati? Če govorimo o rekah, varstveniki v Srednji Evropi
pogosto štejejo, da je bilo »optimalno naravno« stanje rek v
obdobju med 1800 in 1850, ko je bila »dosežena« največja vrstna
pestrost v biološkem smislu [1], [2]. Če upoštevamo podatek, da
je po ocenah v Srednji Evropi tako ali drugače degradiranih 95%
vodotokov, se dandanes torej neizogibno že v štartu vedno
pogovarjamo zgolj o tem, kako zelo je stanje degradirano. Ali pri
spreminjanju (umeščanju novega objekta oz. ureditve) torej
resnično želimo ohraniti to, kar je, se pravi degradirano stanje?
Vsaj nekateri bodo rekli, da ne. Želimo si več, nekaj boljšega. Slika 1: Varovana območja in prikaz infrastrukturnih
Tudi ostali, bolj previdni, se bodo verjetno strinjali, da je nekaj ureditev HE Brežice [5]
boljšega vsekakor zaželeno.
V poplavnem gozdu Vrbina pri Brežicah rastejo v večini topoli,
Drugi del uvodnega stavka »kar bo« se nanaša na načrtovanje in ki so jih zasejali od leta 1952 naprej za potrebe proizvodnje
predvidevanje, v kakšnem stanju bo narava po izgradnji oz. po papirja v Tovarni papirja Krško. Gre za v vrste zasajene topole,
ureditvi. Sodobni pristop je vključevanje širokega nabora strok celoten nasad, na začetku velik 17 ha, v letih največjega obsega
in znanj, s ciljem nedvoumno zapisati kaj in kako mora biti. pa je pokrival 555 ha. Razdeljen je bil v kvadrante in ločen s
Nesporno danes vemo veliko. Znanstveni pristop je temelj pravokotnimi gozdnimi cestami. Posamezne kvadrante so
današnjega razvoja, zato naj bi mu sledili vsi naravoslovni izsekavali z golosekom, ko je bila lesna masa zrela, in zasajevali
strokovnjaki (tako inženirji kot biologi). Vendar znanstveni s sadikami, ki so jih gojili v bližnji drevesnici. Da so ustvarili
pristop od nas zahteva tudi pogled na celotno sliko (ne prostor za nasad topolov, so izkrčili dotedanji poplavni gozd, ki
spreglejmo gozda pri proučevanju listov). Zanimiv primer je ga je pred tem sestavljal dob (vrsta hrasta). Dob je veličastno
širjenje pristanišča v Singapurju. Habitati in z njimi celoten drevo, visoko do 40m in s premerom debla tudi več kot 2m.
ekosistem so seveda popolnoma drugačni kot v Sloveniji, posegi Topol je hitro rastoče drevo, ki hitro nabira lesno maso in je po
in posledice kot proces ter kvaliteta in strokovnost napovedi pa 8-10 letih pri debelini debla 20 cm že primerno za posek [4].
so poučne. Singapur s pristaniščem je eno najhitreje razvijajočih Sprememba iz naravnega dobovega poplavnega gozda v topolov
se območij na svetu in je v direktni koliziji s koralnim grebenom, nasad je nedvomno pomenila izredno osiromašenje ekosistema.
ki je nekoč pokrival več kot 100 km2. Niti nasprotniki uničevanja Šlo je za industrijski poseg brez okoljevarstvenega razmisleka.
koralnega grebena niti strokovnjaki na investitorjevi strani pa Zadnje zasaditve so se izvajale leta 2009, od takrat naprej pa
niso pričakovali, da se bodo korale in z njimi celotni koralni nasad »propada«. Propada seveda le z vidika industrije in
ekosistem pojavil na podvodnih pilotih pomolov [3]. Ko so proizvodnje lesne mase, z vidika naravovarstva pa se je takrat
ugotovili razcvet narave na podvodne stebre, je bilo pričelo uravnoteženje ekosistema z naravnim procesom
retrospektivno logično, da se bo to zgodilo: gre za ogromno naseljevanja drugih organizmov in upadanjem monokulture
novih površin, točno na globini z dobro osvetljenostjo in pod (topola), ki je z vidika narave nevzdržna. V teh razmerah so se
vplivom neurij, ter za zaščiteno območje, na katero plovba ne na območju naselili nekateri organizmi, med drugimi tudi hrošč
vpliva (pod pomoli). Nekaj, kar je iz retrospektivnega vidika škrlatni kuku, ki je v odmirajočem lubju dreves našel zanj bogat
samoumevno, ni znal (pred tem) nihče napovedati. življenjski prostor. Rezime: Pri gradnji HE Brežice smo varovali
Znanstveno se je vprašati: Česa vse še ne vemo? umetno ustvarjen habitat, za katerega se ob nastanku ni smatralo,
da bo imel kakšno naravovarstveno vrednost (nasad
monokulture), pri čemer se varuje takšno stanje habitata, ki je iz
naravnega vidika nevzdržno (naravno nevzdržna prevlada enega
tipa habitata, ki je na kratek rok povzročil ekspanzijo določenega predstavljajo nove vodne površine kot nadomestilo za
tipa organizma). nekdanje gramoznice. 5.3 je NH3, ki v južnem delu
predstavlja nove gozdne površine, v severnem delu pa novi
Reka Sava je pred izgradnjo HE Brežice predstavljala cca 90m suhi travnik. 5.6 je NH6, kjer se nahaja jezero/mlaka za
široko strugo v obliki trapeznega korita z utrjenimi brežinami in želvo sklednico.
ponekod omejeno z varovalnimi nasipi, kjer ni bilo ogroženih Rezime: Gramoznica je škrbina v okolju (za vsako gramoznico poplavnim območjem okoli struge. Poplavno območje je bilo
objektov, pa se je prosto razlivala. Gramozne jame oz. se mora v sklopu pridobitve koncesije izdelati tudi projekt
pod gladino podtalnice, gre v naravi za jezera. Navadno se obravnavajo kot poseg v okolje brez kakršne koli ekološke vrednosti. V primeru gradnje pretočne akumulacije HE Brežice, gramoznica širi v eno stran, tako da se fronta izkopa premika, gramoznice so jame, iz katerih se izkopava gramoz. Ker segajo sanacije). Ob podeljevanju koncesij za izkop se gramoznice
preostale brežine pa se sčasoma zarastejo in postanejo s katero se je potopilo nekaj gramoznic, pa se je te “škrbine” moralo nadomestiti, tako da so se zgradile nove, nadomestne domovanje za številne organizme. Umetna jama torej s časoma prodne stene nad vodno površino, s katerimi se je simuliralo ustvari različne tipe habitatov; od strmih brežin do položnejših, habitate v gramoznicah. od golih do zaraščenih, od čiste prodnate obale do korenin in
mulja v plitvini. S poplavljanjem reke se v ta vodna telesa
naselijo ribe, poplavno premeščanje sedimenta pa premesti tudi 3 Primeri »umetnih« habitatov organizme iz dna vodotoka, ki predstavljajo hrano ribam in
dvoživkam. Dvoživke s selitvijo najdejo nove vodne površine, Je habitat lahko umeten? Habitat je življenjski prostor, torej
ptiči in mrčes se naselijo še hitreje. Osredotočimo se na ptice, nekaj naravnega. Če ga zgradi človek, je lahko to naravno?
posebej ogrožene vrste lastovke breguljke in čebelarje. Te ptice Bistvo narave so procesi, procesi ustvarjajo spremembe, ravno
vsako leto ob selitvi iz Afrike poiščejo sveže erodirano območje spremembe pa so tista dinamika, ki ustvarja pestrost habitatov,
ob reki, kjer je voda ob zadnjih spomladanskih poplavah odnesla kot na primer različne globine vode, različne brežine gramoznic,
breg in ustvarila strmo prodnato brežino. V brežini izkopljejo rov različna kvaliteta prsti, različna granulacija sedimenta. Te razlike
v produ, strma brežina nad vodo pa jih varuje, da do gnezd ne omogočajo različnim organizmom lokalne pogoje za življenje,
pridejo kače in lisice. Reka Sava je prenehala odnašati brežine zato je ta dinamika tako pomembna. Ko gradi človek, navadno
zaradi stoletja ukalupljanja v trapezoidno strugo z utrjenimi gradi nekaj fiksnega, nekaj, kar bo stalo čvrsto skozi celotno
brežinami. Klimaks ukalupljanja se je odvil med leti 1850 in življenjsko dobo. Vsak objekt mora izpolnjevati bistvene
1950 z gradnjo južne avstroogrske železnice (odsek Zidani Most lastnosti. Je to združljivo z naravo?
– Sisak), z gradnjo cest (ob spodnji Savi je potekala že rimska
cesta med Celeio (Celje) in Neviodunum (Drnovo pri Krškem, V prejšnjem poglavju opisano ukalupljanje reke je Savi
kjer je bilo pomembno pristanišče), s širitvijo mest in razvojem onemogočilo premikanje struge. Kot že omenjeno, je bila reka
industrije (Radeče, Sevnica, Krško), ne gre pa zanemariti niti Sava pred izgradnjo HE Brežice široka cca 90m. Kartografski
vpliva širjenja obdelovalnih površin. Tudi v času Jugoslavije se arhivi avstro-ogrskih katastrov pa na območju Brežic prikazujejo
je ukalupljanje nadaljevalo, kar je lepo razvidno iz katastra reko, katere glavna struga je široka 500m, zraven nje pa več
vodnogospodarskih ureditev. Rezultat ukalupljanja pa je stranskih strug, rokavov, meandrov in drugih oblik (okljuki,
fiksirana brežina, ki je voda ne erodira in ne ustvarja novih golih zalivi, mrtvice, jezera…). Vse te oblike nastajajo, ko reka ob
strmih brežin, ki jih potrebujejo breguljke in čebelar. Zato so poplavah ustvarja novo glavno strugo, stara struga pa se
ptice našle nove lokacije vedno novih primernih brežin – v postopoma zamulji, preide v rokav, nato jezero, nato mrtvico,
gramoznicah, točno na fronti odkopa, kjer je vsako leto sveža mlako, močvirje in na koncu v suha (občasno poplavljena) tla.
brežina. Takšne reke od 19. stoletja pri Brežicah ni več, še vedno pa so
ostanki nekdanjih strug in drugih vodnih oblik. Tovrstne mlake
in močvirja so (bila) pester habitat in zato se je ob gradnji HE
Brežice zgradilo nove tovrstne oblike. V prostor se je torej želelo
umestiti nekaj, kar je izgubil že več desetletij nazaj. Ni se zgolj
ohranjalo stanje reke pred izgradnjo HE Brežice, temveč se je
želelo »izboljšati« trenutno stanje narave. Primer takšnega
ukrepa je habitat imenovan NH6, ki je bil prioritetno namenjen
želvi sklednici. Habitat se je zasnoval kot napol jezero in napol
mlaka, z dinamično brežino in globinami ter dovolj golega,
prodnatega prostora ob vodi, kjer si lahko želve ustvarjajo
gnezda in se sončijo. Vsi podatki po izgradnji so kazali na uspeh.
Po nekaj letih »obratovanja« habitata pa so se zgodile določene
spremembe: ker ni tekoče vode, ki bi občasno poplavila prodišče,
se slednje zarašča in želve izgubljajo prostor za sončenje. Iz
bližnjega potoka je bober skopal kanal do mlake in si v mlaki
zgradil gnezdo. Po kanalu dostopa do tekoče vode in preko nje
do prostora za hranjenje. Narava gre svojo pot. Potekajo naravni
Slika 2: Prostorski prikaz posegov ob gradnji HE Brežice procesi, s katerim pa izgubljamo prvoten namen habitata. Ali je
[5]; opis nekaterih oznak, za pojasnilo opisov v članku: 5.1, ta objekt uspešno zgrajen? Ali uspešno »obratuje«?
5.2 in 5.5 so Nadomestni Habitati (NH) 1, 2 in 5, ki
bi erodirala, niti ni izkopa gramoza, ki bi ustvarjal svež izkop, je
potrebno ohranjati strmo brežino na način, da se odkoplje tisti
material, ki ga padavine erodirajo. Tam, kjer je predpisano
navodilo za vzdrževanje, torej lahko govorimo o obratovanju,
tudi če gre za naravovarstveno ureditev. Ribe namreč plavajo
skozi prehod za vodne organizme, celo veliko jih je, in ptice tudi
kopljejo vsako leto nova gnezda v umetno zgrajenih brežinah.
Kjer je naravna oblika ustvarjena, pa je ocenjevanje uspešnosti
nesmiselno. Narava je namreč vedno uspešna, vprašanje je samo,
ali je ljudem njena rešitev všeč. Obratovanje torej ne obstaja, saj
je obratovanje po definiciji ponavljajoč proces. Gonilo narave pa
je sprememba.
5 Pristop k izgradnji novega naravnega
habitata
Sedaj znamo pristopati znanstveno in multidsciplinarno,
zavedamo se, kako »deluje« narava, razumemo spremembe v
naravi, poznamo pomen naravnih oblik in opremljeni smo z
znanjem (tako tehničnim kot biološkim), kako oblikovati prostor
Slika 3: Nadomestni habitat 6 (NH6), namenjen želvi na način, da bo primeren za izbrane organizme.
sklednici, cca 2 leti po izgradnji. Vidne so prvotno gole
površine proda, ki se postopoma zaraščajo. Na desni je
vidno porušeno drevje, kjer je aktiven bober [8].
Suhi travniki so nastajali na območjih, kjer je reka nasipala prod.
Takšna neugodna rastišča so najprej naselile pionirske rastline,
ki so ustvarile tanek sloj humusa, slednji pa je omogočal razrast
nezahtevnih rastlin. Večje rastline je ob poplavi odneslo in s tem
je nastal specifičen travniški habitat s pestrim ekosistemom rož,
med katerimi je 25 ogroženih vrst [5]. Ob umeščanju HE Brežice
v prostor se je rezerviral tudi prostor za tovrstne habitate, imenuje
se NH3. Pred pripravila so se tla in simulirali pogoji, kakršni Slika 4: Otok nanosa (sedimenta) na pretočni akumulaciji
majdemo na naravnih suhih travnikih. Tako kot vsaka naravna HE Boštanj na reki Savi [6]. oblika, tudi suhi travniki preidejo v naslednji stadij, saj večanje
debeline humusa tudi večjim rastlinam omogoči, da ustvarijo Na pretočni akumulaciji HE Boštanj se v bližini naselja
dovolj bogat koreninski sistem, ki zdrži poplave. S časoma tako Kompolje nahaja zožitev struge. Pred zožitvijo ob desnem bregu
travnik preide v gozd. Če se ta naravni proces odvije na voda zaradi hidravličnih razmer zastaja in odlaga nanos
zgrajenem habitatu, kateremu je dodeljen namen, ali je projekt (imenovan tudi sediment). Ker voda v pretočni akumulaciji
uspešen? Ali habitat obratuje uspešno, ali se bo okrivilo tistega, dnevno niha zaradi proizvodnje električne energije in ker je
ki je zadolžen za vzdrževanje, da ni ohranjal ustreznih pogojev odloženega že toliko nanosa, je tam pogosto viden otok. Ker je
(ni ohranjal tal dovolj siromašnih)? nanos, ki ga nosi reka Sava, v glavnem zelo drobnozrnat in z
veliko organskimi primesmi, otok izgleda kot kup mulja.
Fizikalne lastnosti tega materiala so takšne, da zadržuje vodo.
4 Ima naravni habitat fazo obratovanja? Ker je lahek, se ne posede, ne konsolidira in zaradi tega tudi ne
Na spodnji Savi trenutno obratuje 5 HE s pripadajočo vplivno more ustvariti dovolj čvrste podlage, na kateri bi se lahko naselile
površino. Ukrepi, izvedeni v času gradnje posamezne HE, so rastline, čeprav je semen v vodi vse polno, kakor pričajo različna
predani različnim upravljalcem. To še posebej velja za HE testiranja, ki smo jih opravili. Ideja je torej, da ne obnovimo
Brežice. Pri gradnji prejšnjih elektrarn se je malo ali delno dajala brežine v osnovno obliko trapeznega korita, utrjenega s
pozornost naravi, HE Brežice pa je pilotni projekt v Sloveniji, skalometom, temveč da uporabimo lokalne hidravlične razmere
celo v svetu, glede pozornosti, ki se je namenila naravi. V prvi in omogočimo naravi njen razvoj. Po pogovorih z ZRSVN smo
vrsti se je opredelilo vse naravne vrednosti, nato razmišljalo o prišli do zaključka, da bi bilo na območju HE Boštanj koristno
možnih ukrepih, se ukrepe zasnovalo ali sprojektiralo in na ustvariti boljše pogoje za vidro. Zato je ideja, da to lokacijo, ki
koncu so se objekti in ureditve zgradili, aktivnosti in procesi pa trenutno nima bistvene ekološke vrednosti, preuredimo na način,
pričeli, pri čemer se je določil tudi izvajalec teh aktivnosti. Na da bo vsaj sprva tu našla svoj življenjski prostor vidra, kasnejši
primer, obratovanje prehoda za vodne organizme za premostitev naravni razvoj pa bo pokazal, kakšne načrte ima narava.
višinske razlike v gladinah vode nad in pod jezovno zgradbo, v
katerem se mora ohranjati ustrezna vodnatost/pretočnost ne
glede na hidrološko-hidravlične pogoje v reki Savi. Drug primer
je že omenjena brežina za breguljke in čebelarje; ker ni vode, ki
vrednotimo z antropološkega vidika, ki je avtomatsko
subjektiven. Objektivna ocena vrednosti ni možna, še manj z
vidika narave. Vrednosti posameznega organizma ali lokalnega
habitata za celoten ekosistem ni mogoče ovrednotiti.
Slika 5: Rezultati študije ureditve brežine [7]. Levo: Prikaz
rezultatov hidravličnih izračunov. Desno: Prikaz idejne
rešitve ureditve brežine.
Hidravlična analiza je pokazala, da ni ovire za ureditev brežine,
ki bo ustvarila kombinacijo čvrste površine in vodnih lagun, saj
tudi ob najvišjih pretokih reka Sava na tem mestu ne bi odnašala
materiala. Izdelali smo idejno zasnovo brežine in sedaj
pristopamo k izdelavi projekta za izvedbo nove brežine. Ustvarili
bomo lepšo brežino, ki ne bo kazila podobo reke Save, na in ob
kateri poteka rekreacija in turizem. Vpliv na proizvodnjo je
zanemarljivo majhen, saj že sedaj otok zmanjšuje prostornino
vode, ki se uporablja za proizvodnjo električne energije. Stroški Slika 6: Primer tipičnega vodnega telesa s habitatno
vzdrževanja bodo manjši, saj ne bo potrebno čiščenje in diverziteto, kakršna se je umeščala na potokih v bližini HE
ohranjanje osnovne utrjene brežine. Narava pa bo dobila nov Brežice [8]. Proces erodiranja na levi strani slike ustvarja
prostor. strmo brežino, v kakršni lastovice breguljke in čebelarji
gradijo gnezda. Na desni strani poteka odlaganje in
ustvarjanje prodišča, kjer pričenjajo z rastjo pionirske
6 rastline, na kamnih pa se sončijo želve. Plitvine in tolmuni Prihodnost sodelovanja z naravo
Je z naravo možno sodelovati? Je narava pripravljena sodelovati? obvodno rastlinje pa hrano za različne organizme. ustvarjajo različne pogoje za različne velikosti rib, različno
Vse, kar lahko naredimo, je, da se zavedamo naravnih procesov, “Izgradnja” tovrstne ureditve neizbežno vodi v spremembo,
jih poskušamo čim bolj razumeti in spoznati njihovo saj bo narava že ob prvem dežju takšen “objekt”
kompleksnost ter povezanost. Elektro energetski objekti se ne spremenila. Faza obratovanja takšnega “objekta” v smislu
umeščajo, ker bi bili sami sebi namen, umeščajo se z razlogom. ponavljanja procesov zato ne obstaja. Vse, kar lahko ljudje
Ker jih potrebujemo. Hkrati je smiselna določena doza naredimo, je, da zagotovimo prostor in pustimo naravnim
samokritičnosti pri »predpisovanju« naravnih procesov in pri procesom naravno pot.
napovedovanju, kaj bo narava naredila ali kaj glede okolja lahko
pričakujemo v prihodnosti. Dejstvo je, da ne vemo vsega, Za konec upoštevajmo še človeški faktor in različne razloge za
kompleksnost narave pa je osupljiva, zato je smiselna določena ravnanje posameznikov, tudi inženirjev in znanstvenikov, ki
doza ponižnosti. Človek potrebuje svoj prostor za življenje, pogosto upoštevajo zgolj tisto, kar se je dogodilo v njihovi
ravno tako ga narava. Razmišljanje o naravi je še kako ključno, karieri, preteklost in prihodnost pa presegata okvir njihovega
če želimo ljudje preživeti na tem planetu. Izgradnja HE Brežice zanimanja. Narava ni tako ozkogleda, zato si je treba priznati, da
je primer dobre prakse glede pozornosti, ki se je je namenilo vsega pač ne vemo. Ukrepe, za katere so bili strokovnjaki čvrsto
naravi, glede truda in znanja, ki se ga je vložilo, in tudi glede na prepričani, da bodo delovali, je narava »odpeljala po svoje«.
novo pridobljenega znanja. Predvsem pa je dobra praksa v tem, Degradiranost okolja je narava pogosto preoblikovala v nekaj
da se je ob gradnji HE zagotovil in uredil prostor tudi za naravo. nepričakovanega, kar čez desetletja cenimo in želimo ohraniti.
S tem se omogoča naravna dinamika in dogajanje sprememb v Zato posegi v prostor, kakršne so tudi gradnje elektro energetskih
okolju, kajti to je naravno. Tudi če kakšen ukrep sedaj ni objektov, niso nujno takšna degradacija okolja, kakršna izgleda
popolnoma takšen, kot se je sprva zastavil, gre še vedno lahko za na prvi pogled. Zaradi našega lastnega obstoja na planetu je brez
primer dobre prakse. V najslabšem primeru kot pokazatelj, kaj dvoma potrebno pri umeščanju v prostor vložiti trud, čas in denar
lahko naredimo še boljše. tudi v ohranjanje narave. Pri tem ni smiselno, da ohranjanje
narave temelji strogo na načrtovanju in predvidevanju naravnih
procesov in naravnega stanja, temveč je preudarno vsaj deloma
7 Zaključki dovoliti, da naravni procesi oblikujejo prostor tudi po lastni poti.
Ker je celoten članek napisan v poljudnem stilu, naj zaključim s Sodobni pristopi k umeščanju zahtevajo tovrstno širokoglednost,
tehničnim komentarjem. Tehniki smo navajeni ravnati s potrebna pa je tudi multidisciplinarnost, da se naslovi vse
številkami, vrednotiti po kriterijih in razvrščati v razrede. Naravo ekološke vidike. Tudi v 3. fazi projektov, fazi obratovanja, je pri
je težko razvrščati na tovrsten matematičen način iz več vsaki spremembi prostor, da se razmisli o možnosti sonaravnega
razlogov. V prvi vrsti so naravni sistemi preveč kompleksni, da ukrepanja, pri čemer je sonaravno ukrepanje že to, da se da naravi
bi jih enoznačno vrednotili, pogosto pa jih niti ne razumemo v prostor.
celoti. Pomen naravnih oblik in njihovo vrednost vedno
References / Literatura [5] Geateh, d.o.o. 2014. Poročilo o vplivih na okolje za HE Brežice. [6] Hribar A. 2015-2022. Osebni arhiv fotografij in tehničnega gradiva
[1] Plachter, H. 1995. A Central European Approach for the Protection of (gradivo z avtorskimi pravicami je uporabljeno s privolitvijo lastnika,
Biodiversity. V: Ogrin, D. (et al.) 1996. HESS, d.o.o. in Infra, d.o.o.).
[2] Ogrin, D. 1995. Dileme v načrtovanju za varstvo narave: primer reke [7] Kryžanowski, A. 2022. Študija možnosti ureditve brežine reke Save pri
Mure. naselju Kompolje.
[3] Lin Sien, C (et al.) 1988. The Coastal Environmental Profile of Singapore. [8] Splet
[4] Lubi, J. 2011. Gospodarjenje s topolovimi nasadi na krško-brežiškem
polju.
Axioms and Myths of Environmental Care
and Sustainable Agriculture
Aksiomi in miti o varovanju okolja in trajnostnem
kmetijstvu
Matjaž Gams
Odsek za inteligentne sisteme
Institut “Jožef Stefan”
Jamova cesta 39, 1000 Ljubljana
Slovenija
okolje. To prepričanje izhaja predvsem iz dveh dejavnikov:
ABSTRACT. izpustov toplogrednih plinov, zlasti metana, ki ga proizvajajo
This paper challenges common misconceptions about prežvekovalci, in degradacije tal zaradi intenzivnih kmetijskih
agriculture's impact on the environment, particularly the idea that praks. Vendar pa so te predstave pogosto poenostavljene in ne
agriculture is inherently harmful. By providing insights into upoštevajo ključnih dejstev, kot so naravni cikli metana,
study highlights how well-managed agricultural practices, such raznovrstnosti, ki jo lahko podpirajo dobro upravljane kmetijske as diverse crop management and rotational grazing, contribute površine [1][2]. natural cycles, methane dynamics, and biodiversity benefits, the trajnostno upravljanje kmetijskih zemljišč in pomen biotske
positively to the environment. Contrary to the myth, correctly
managed farmland and pastures foster biodiversity, support soil Dobro upravljano kmetijstvo, zlasti ekstenzivne metode, kot
health, and integrate animals as a natural part of ecosystems. The sta rotacijska paša in ohranjevalno obdelovanje tal, ima zelo
paper compares the environmental impact of agriculture with pozitivne vplive na okolje. Na primer, travniki in pašniki lahko
other sectors and emphasizes the need for a nuanced gostijo večjo biotsko raznovrstnost kot mnogi gozdni ekosistemi,
understanding of sustainability in agriculture. saj omogočajo habitat za številne rastlinske in živalske vrste [3].
Poleg tega so tla na trajnostno upravljanih kmetijskih površinah
POVZETEK sposobna skladiščiti več ogljika, kar pripomore k zmanjševanju
Prispevek izpodbija običajne napačne predstave o vplivu koncentracij toplogrednih plinov v ozračju [4]. Primerjave z
kmetijstva na okolje, zlasti idejo, da je kmetijstvo škodljivo zagrajenimi površinami (ceste, parkirišča, stavbe) so seveda
biotske raznovrstnosti, študija poudarja, kako dobro upravljane “bogate”, človeško degradirane pa najmanj. kmetijske prakse, kot so raznovrstne poljščine in rotacijska paša, Čeprav zlasti živinoreja prispeva k proizvodnji metana, okolju. Z analizo naravnih ciklov, dinamike metana in koristi nesmiselne, saj je v resnici kmetijske površine najbolj biološko
obdelana kmetijska zemljišča in travniki spodbujajo biotsko enemu glavnih toplogrednih plinov, pa se metan v ozračju pozitivno prispevajo k okolju. Nasprotno mitu, pravilno
raznovrstnost, podpirajo zdravje tal in vključujejo živali kot ohranja le približno 12 let, kar pomeni, da so njegovi dolgoročni
naravni del ekosistemov. Prispevek primerja okoljski vpliv učinki bistveno manjši kot pri CO2 [5]. Poleg tega nove
kmetijstva z drugimi sektorji in poudarja potrebo po bolj tehnologije in prakse, kot so dodatki za prehrano živali, lahko
natančnem razumevanju trajnostnosti v kmetijstvu. bistveno zmanjšajo emisije metana iz živinoreje [6].
Kmetijstvo je tudi ključno za ohranjanje biotske
KLJUČNE BESEDE raznovrstnosti. Dobro upravljana kmetijska zemljišča
Trajnostno kmetijstvo, metan, biotska raznovrstnost, zagotavljajo pomemben prostor za številne vrste, ki jih ne
ekosistemi, upravljanje kmetijskih zemljišč najdemo v intenzivno gozdnih ali urbaniziranih območjih.
KEYWORDS ekosistemov in omogoča večjo odpornost na podnebne Raznolikost vrst na takšnih površinah prispeva k stabilnosti
Sustainable agriculture, methane, biodiversity, ecosystems, spremembe in druge stresne dejavnike [7].
farmland management Cilj tega prispevka je podrobneje raziskati vpliv kmetijstva na
okolje, zlasti v povezavi z izpusti toplogrednih plinov, biotsko
raznovrstnostjo in trajnostnim upravljanjem naravnih virov, ter
1 Uvod izpodbijati nekatere uveljavljene mite o kmetijstvu kot
Kmetijstvo, kljub svoji nujni vlogi pri zagotavljanju hrane za največjem onesnaževalcu. Poleg tega bomo preučili, kako lahko
svetovno prebivalstvo, pogosto napadajo, češ da onesnažuje trajnostno kmetijstvo prispeva k zmanjševanju negativnih
vplivov na okolje in pomaga pri reševanju nekaterih ključnih 2.2. Izgorevanje (fosilnih goriv) največ prispeva k
okoljskih izzivov. onesnaževanju oz. uničevanju okolja
Da bi argumentirali vlogo in pomen kmetijstva v smislu Vse tehnologije, ki temeljijo na izgorevanju fosilnih goriv
varovanja okolja, najprej naredimo širšo analizo varovanja (premog, nafta, plin), kot so tiste v prometu, ogrevanju in
okolja, ki temelji na [8, 9, 10]. Naredimo tako analizo aksiomov, industriji, prispevajo k izpustom toplogrednih in ljudem
osnovnih usmeritev varovanja okolja v sekciji 2, kot tudi mitov škodljivih plinov, kar je glavni vzrok za onesnaževanje okolja.
v sekciji 3. Zaključimo z diskusijo v sekciji 4. Fosilna goriva so omejeni viri, nastali skozi milijone let iz
ostankov starodavnih organizmov, in čeprav predstavljajo
izredno zgoščeno energijo, je njihova raba dolgoročno nevzdržna.
2 Aksiomi o varovanju okolje Po ocenah geoloških raziskav je v zemeljski skorji približno 1.7
trilijona sodčkov nafte, vendar pri trenutni stopnji porabe lahko
Aksiomi (osnovne usmeritve) varovanja okolja so: pričakujemo, da bodo te zaloge izčrpane v nekaj desetletjih.
Poleg tega se približno 50 % zalog premoga ocenjuje na količino,
2.1. Rast števila ljudi in standarda je osnovni pritisk na ki zadošča še za dobrih 100 let, vendar so tudi te številke odvisne
okolje od stopnje porabe [14, 15].
Ljudje za svoje delovanje in udobje uporabljajo energijo, kar Toplogredni plini, ki nastajajo pri izgorevanju fosilnih goriv,
pomeni, da več kot je ljudi in višji kot je življenjski standard, več kot so ogljikov dioksid (CO2), metan (CH4) in dušikovi oksidi
energije je potrebno za zadovoljevanje njihovih potreb. (NOx), pomembno vplivajo na segrevanje ozračja. Med njimi
Posledično se povečuje tudi poraba naravnih virov in nastaja ima metan sicer večji takojšnji učinek na podnebje, vendar
večja količina onesnaževanja, ki vpliva na kvarjenje okolja. razpade v ozračju v približno 12 letih. Ogljikov dioksid pa ostaja
Čeprav se rast svetovne populacije postopoma upočasnjuje, v atmosferi več stoletij, zaradi česar se njegov vpliv dolgoročno
zlasti zaradi nizke rodnosti na večini celin (razen v Afriki, kjer kopiči. Prav CO2 je tisti, ki najbolj prispeva k dolgoročnemu
rodnost ostaja visoka), to pomeni, da je v prihodnosti čedalje segrevanju ozračja in podnebnim spremembam, ker je trajno
pomembnejši dejavnik vpliv posameznika na okolje [11]. Ob prisoten v visokem ozračju in povzroča t.i. učinek tople grede.
manjšem številu otrok in staranju prebivalstva bo poudarek na Zato so tehnologije, ki ne uporabljajo fosilnih goriv, kot so
tem, koliko okoljske škode povzročajo posamezni ljudje s svojim vetrnice, jedrska energija, sončne elektrarne in hidroelektrarne,
načinom življenja in porabo energije. Bolj kot število ljudi bo ekološko bistveno bolj trajnostne. Te tehnologije izkoriščajo
pomembna njihova potrošnja in ravnanje z naravnimi viri – naravne vire, kot so veter, voda, sonce ali jedrsko fisijo, ki so v
Koliko površin bodo uničili, koliko onesnaževanja bodo veliki meri obnovljivi in povzročajo manj onesnaženja [16]. Na
povzročali, Koliko bodo podpirali biotsko raznolikost in sožitje primer, sončne elektrarne nimajo neposrednih izpustov
z naravo [12]. toplogrednih plinov med obratovanjem, medtem ko vetrnice
Ključen dejavnik v tej enačbi je poselitev – kako in kje so proizvajajo energijo z uporabo vetrne sile, kar zmanjšuje potrebo
ljudje naseljeni ter koliko prostora je namenjenega različnim po fosilnih gorivih.
dejavnostim, kot so kmetijstvo, industrija, neokrnjena narava in Vendar imajo tudi te tehnologije svoje izzive. Jedrska
urbani parki. Teoretično bi se vseh 8 milijard ljudi na svetu lahko energija, čeprav z nizkimi izpusti CO2, prinaša tveganje v obliki
naselilo na območje velikosti Slovenije, saj bi ob 20.000 km² radioaktivnih odpadkov. Vetrne elektrarne lahko vplivajo na
površine vsak posameznik zasedel približno 2,5 m² prostora. lokalne ekosisteme in predstavljajo izziv glede stabilnosti oskrbe
Torej ta hip število prebivalcev na planetu ni preveliko, če bi z energijo, kadar ni dovolj vetra. Sončne elektrarne pa zahtevajo
delovali smotrno in trajnostno, če bi poseljevali predvsem v velike površine zemljišč, kar je hudo problematično (okoljski
mestih, zmanjšali nepotrebno porabo virov in namenjali zadostne kriminal v imenu varovanja okolja), zlasti če se postavljajo na
površine naravi ter ekosistemom, kjer pomembno vlogo igrajo kmetijskih območjih ali naravnih habitatih.
kmetijske površine in gozdovi. Znotraj kmetijstva pa so v zadnjem desetletju v ospredje
Trajnostni razvoj bi tako moral vključevati učinkovito rabo prišle tako imenovane biogorivne kulture, kot je oljna repica, ki
prostora, zlasti z vidika urbanizacije in varovanja naravnih naj bi predstavljale obnovljiv vir energije in zmanjšale odvisnost
območij, ob hkratnem zmanjšanju porabe energije na prebivalca od fosilnih goriv. Vendar se je pokazalo, da ima proizvodnja
in spodbujanju manj potrošniškega življenjskega sloga. Če bi biogoriv več negativnih kot pozitivnih učinkov na okolje. Proces
človeštvo delovalo trajnostno – manj trošilo, učinkoviteje pridelave oljne repice za gorivo pogosto zahteva več fosilnih
uporabljalo naravne vire in vzdrževalo ravnovesje med goriv (za gnojenje, obdelavo tal, žetev in predelavo), kot jih
človekovo dejavnostjo in ohranjanjem narave – bi trenutna biogorivo prihrani ob končni uporabi. To pomeni, da celotni
populacija lahko bivala v harmoniji z okoljem brez bistvenih življenjski cikel proizvodnje teh goriv v mnogih primerih ne vodi
negativnih vplivov na planet [12, 13]. k zmanjšanju emisij, ampak celo k povečanemu ogljičnemu
Za Slovenijo in druge države je napotek jasen: treba je odtisu [15]. Čemu smo sploh uvedli tovrstne ukrepe, ko pa očitno
stremeti k trajnostni rodnosti (1.9 do 2.2), treba je zmanjšati škodijo okolju?
pritok migrantov – saj to povečuje število prebivalcev in pritisk Za Slovenijo je osnovna trajnostna usmeritev, da opušča
na okolje. Treba je večino ljudi poseliti po mestih in čim večji predvsem termoelektrarne na premog in se usmeri v jedrsko in
del površin nameniti kmetijstvu, gozdarstvu in zavarovanim trajne vire, kjer je to sprejemljivo in okolju primerno. Vsak ukrep
območjem [8, 11]. pa mora biti premišljen (primer okoljskega kriminala je
postavljanje sončnih panelov na kmetijskih površinah).
2.3. Aksiom: Ohranjanje biotske raznovrstnosti je ključnega Prav tako bi moralo biti dovoljeno humano odstranjevanje
pomena za stabilnost ekosistemov invazivnih živali, kot so nutrije v Ljubljanici. Ljudje pogosto ne
Zmanjševanje biotske raznovrstnosti, ki ga pospešujejo razumejo škodljivosti invazivnih vrst in se upirajo njihovemu
izgorevanje, uničevanje kmetijskih in gozdnih površin, velike odstranjevanju, čeprav te vrste povzročajo uničujoče učinke na
kmetijske monokulture in invazivne vrste, zmanjšuje odpornost avtohtone ekosisteme. Navedimo dva primera: če bi bili pogoji
ekosistemov. Eni izmed dejavnikov zmanjševanja biotske povsod po svetu enaki, bi prevladovalo recimo 10-krat manj vrst,
raznovrstnosti so monokulturni sistemi, saj ustvarjajo homogene kot jih je danes. Z globalizacijo se pogoji izenačujejo, saj ljudje
omejene ekosisteme, kjer je manj prostora za prosto živeče postajajo ključni dejavnik v večini ekosistemov, kjer s svojo
in škodljivce, kar zahteva večje količine pesticidov in umetnih habitate. Še en primer: sesalci predstavljajo približno 6.400 vrst na svetu. Okoli 36 % teže sesalcev predstavljajo ljudje, medtem gnojil, ki dodatno škodujejo okolju [17, 18, 19]. Za Slovenijo to rastline in živali. Prav tako so te kulture bolj občutljive na bolezni prisotnostjo in navadami spreminjajo prehranjevalne verige in
skoraj ne pride v poštev, saj je večina posestev razparceliranih, ko 60 % teže sesalcev predstavljajo domače živali, kot so govedo,
medtem ko so v nekaterih državah cele doline namenjeni ovce, prašiči in drugi rejni organizmi. Divji sesalci pa
monokulturi. V tropskih krajih izstopa oljna palma (Elaeis predstavljajo le še 4 % vse biomase sesalcev na planet. Ali je
guineensis), iz katere pridobivajo palmovo olje, ki se uporablja v projekcija 4, 3, 2, 1, 0 [20, 21]?
številnih prehrambnih, kozmetičnih in industrijskih izdelkih. Ta Podobno škodljiv vpliv imajo invazivne vrste, kot je nutrija
kultura vodi v obsežno krčenje gozdov, izgubo biotske (Myocastor coypus, znana tudi kot močvirska podgana ali
raznovrstnosti, emisije toplogrednih plinov ter izpodrivanje bobrovka). Preden nutrije naselijo določeno območje, tam živijo
prenašamo med različnimi ekosistemi, eden največjih razlogov Prav tako so invazivne vrste, ki jih pogosto nenamerno Vendar ko nutrije, ki tehtajo od 5 do 10 kilogramov, pridejo na to območje, uničijo, izpodrinejo ali pobijejo vse, kar jim ne ubeži lokalnih skupnosti. avtohtone vrste podgan, miši, rakov in drugih malih živali.
za izumiranje avtohtonih vrst. Invazivne vrste pogosto (recimo ribe). Kljub temu pa lokalno prebivalstvo pogosto
izpodrinejo avtohtone zaradi svoje agresivnosti, hitrega protestira proti odstranjevanju nutrij, ne zavedajoč se, kakšno
razmnoževanja ali pomanjkanja naravnih plenilcev. Poleg tega uničenje med avtohtonimi vrstami povzročajo te invazivne živali.
so nekatere invazivne rastlinske vrste, kot je ambrozija, tudi zelo Takšne napačne predstave in odpor do odstranjevanja invazivnih
škodljive za zdravje ljudi, saj povzročajo alergije, in čeprav je vrst lahko povzročijo dolgoročno škodo ekosistemom, ki so že
potrebno minimalno vsaj avgusta kositi dvakrat, se v Sloveniji v oslabljeni zaradi drugih okoljskih pritiskov.
marsikateri občini ne izvaja niti to. Kot imamo akcije čiščenja okolja, bi morali izvajati akcije
Tudi na videz naravna okolja, kot so strnjeni gozdovi, lahko čiščenja invazivnih rastlin in živali in morali bi izobraževati
predstavljajo omejeno biotsko področje, če v njih ni zadostne državljane, kaj je to smotrno varovane okolja in kaj to ni.
raznolikosti habitatov. Zato je veliko bolj smiselno ohranjati
mozaično krajino, kjer so naravne jase, kmetijske površine med 2,4. Aksiom: Trajnostni razvoj zahteva večji učinek z manjšo
gozdom ali občasne poseke (daleč bolje kot strnjeni gozdovi), ki porabo energije s pomočjo naprednih tehnologij in
ustvarjajo raznolikost življenjskih prostorov. Takšna krajina pametne rabe virov
omogoča večji razpon ekosistemov, ki so bolj odporni na Trajnostni razvoj ne pomeni predvsem zategovanja pasu -
spremembe in naravne katastrofe. Gozdovi z jasami ponujajo več zmanjševanje porabe, temveč eliminiranje nesmiselnih pristopov
možnosti za različne vrste rastlin in živali, kar povečuje ter povečanje učinkovitosti s pametno uporabo virov in
stabilnost ekosistema. tehnologij, kot je umetna inteligenca (AI). Z uporabo AI,
Podobno so škodljive genetsko spremenjene rastline, ki so avtomatizacije in optimiziranih sistemov lahko povečamo
pogosto zasnovane tako, da vsebujejo "naravne" strupe za učinkovitost in zmanjšamo porabo energije, ne da bi pri tem
žuželke, kar ne ustvarja le monokultur, ampak tudi "zastrupljene" ogrozili razvoj [22, 23]. Namesto povečanja porabe moramo
monokulture. Te rastline ne škodujejo samo škodljivcem, ampak iskati rešitve, ki omogočajo večji učinek z manjšo porabo
škodijo celotnemu ekosistemu, saj strupi prehajajo skozi Preprost primer tega so drevesa. Drevo, zasajeno pred hišo, prehranjevalno verigo. lahko zagotavlja senco in posledično zmanjša potrebo po vplivajo tudi na druge, koristne žuželke in lahko dolgoročno energije.
Še slabše pa so (avto)ceste, ki predstavljajo povsem mrtva hlajenju stavbe za kar 20 %. To je enostaven in naraven način za
območja za večino živih bitij. Ta območja niso zgolj fizično ovira zmanjšanje porabe energije brez tehnoloških intervencij, hkrati
za prostoživeče vrste, temveč so tudi območja, kjer se pogosto pa z drevesom prispevamo k izboljšanju kakovosti zraka, ki ga
dogajajo trki z živalmi (test avtomobilskega stekla). Poleg tega dihamo [24].
ustvarjajo prekinitev habitatov, kar vodi do izgube genetske Na globalni ravni se soočamo s hitrim izginjanjem kmetijskih
raznolikosti med populacijami in posledično večje občutljivosti površin, kar še dodatno ogroža našo sposobnost za trajnostno
na bolezni in okoljske spremembe. Avtoceste so v marsičem pridelavo hrane, predvsem pa biotsko raznolikost. Vsako leto po
»polja smrti«, kjer preživetje vrst ni mogoče, razen tistih, ki se v svetu izgubimo približno 10 milijonov hektarjev kmetijskih
kovinskih škatlah vozijo naokoli. zemljišč zaradi različnih dejavnikov, kot so urbanizacija, širitev
Eno izmed pomembnih rešitev za ohranjanje biotske cest, krčenje gozdov in intenzivna kmetijska dejavnost. To je
z ustrezno zakonodajno podporo. Na primer, kazni za lastnike minuto posekajo za 4 nogometna igrišča gozda v Amazoniji. zemljišč, ki ne odstranijo alergene rastline, kot je ambrozija, bi Kdaj bo konec – ko bomo posekali in uničili vse? raznovrstnosti je tudi sistematično odstranjevanje invazivnih vrst približno enako 14 milijonom nogometnih igrišč [25]. Vsako
lahko spodbudile učinkovitejše ravnanje z invazivnimi rastlinami.
Tudi v Sloveniji je situacija zaskrbljujoča, saj vsak dan Strokovne raziskave kažejo, da pravilno upravljane kmetijske
izgubimo površino enega nogometnega igrišča kmetijskih površine ključno prispevajo k ohranjanju biotske raznovrstnosti.
zemljišč, kar vodi v zmanjšanje prostora za pridelavo hrane in Na primer, na travnikih, ki so pravilno vzdrževani, lahko uspeva
povečuje obremenitev okolja. Širitev cestne infrastrukture in do 40 različnih vrst rastlin na kvadratni meter, kar je veliko več
gradnja novih objektov na teh zemljiščih še dodatno prispevata k kot v intenzivnih industrijskih monokulturah ali pozidanih
izginjanju naravnih površin ter pospešujeta učinke segrevanja površinah, ki so pogosto označene kot "puščave", kjer je
podnebja [26]. Takšne prakse ne samo zmanjšujejo biotsko prisotnih zelo malo vrst [28, 29].
raznovrstnost, temveč ustvarjajo tudi večje potrebe po energiji in Zato kmetijstvo ni okolju neprijazno – pravilno izvajano
povzročajo povečanje toplogrednih plinov [27]. kmetijske prakse prispevajo k trajnostnemu okolju in visoki
Nadaljnje širjenje cestne infrastrukture in gradnja novih stavb, biotski raznovrstnosti, medtem ko napačne predstave o
še posebej veletrgovin in stanovanjskih sosesk na kmetijskih kmetijstvu pogosto izhajajo iz neustrezno vodenih praks in
zemljiščih, ne samo zmanjšuje razpoložljivo površino za industrijskih metod pridelave ter napačega razumevanja, kaj je to
pridelavo hrane, temveč tudi povečuje izpuste toplogrednih biotska raznolikost.
plinov in segreva klimo. Gradnja dodatnih cest in veletrgovin
povečuje promet, kar vodi k večji porabi fosilnih goriv in s tem
dodatno obremenjuje okolje.
Namesto širjenja teh netrajnostnih praks moramo vlagati v
tehnološke inovacije in naravne rešitve, ki bodo omogočile večji
učinek z manjšo porabo virov. Pametno zasnovana infrastruktura,
AI v energetski učinkovitosti in trajnostne rešitve, kot je
zasaditev dreves in ustvarjanje naravnih senčnih površin, lahko
pripomorejo k bistvenemu zmanjšanju porabe energije ter
ohranjanju naših naravnih virov.
Če pogledamo usmeritve v Sloveniji in zaključke te
konference o okolju, jasno opazimo velika razhajanja. Marsikje
so strokovni argumenti povsem jasni in na naši strani, pa vendar
javnost in mediji tega niti ne vedo.
3 Miti o okolju in kmetijstvu
3.1. Kmetijstvo je okolju neprijazno
Resnica je veliko bolj kompleksna in v osnovi fundamentalno
nasprotna temu mitu. Pravilno upravljano kmetijstvo prispeva k
večji biotski raznovrstnosti in trajnostnemu okolju (neekološko
ali nekvalitetno kmetijstvo pa seveda škodi). Kmetijske površine, Slika 1: Izvori toplogrednih plinov; tri četrtine jih prihaja iz kot so dobro obdelane njive in travniki, ustvarjajo raznoliko fosilnih goriv. Vir: Hannah Ritchie (2020) - “Sector by sector: krajino, ki podpira različne vrste živali in rastlin. Pravilno where do global greenhouse gas emissions come from?” upravljana polja in travniki so habitat za številne žuželke, ptice Published online at OurWorldInData.org. Retrieved from: in druge prostoživeče živali, kar prispeva k izjemni biodiverziteti 'https://ourworldindata.org/ghg-emissions-by-sector' [Online [28]. Na primer, v Evropi so travniki ena izmed najbolj biotsko Resource] raznovrstnih ekosistemov.
Metan, ki ga oddajajo prežvekovalci, kot so krave, ima sicer 3.2. Izmed vseh tehnologij je najbolj nevarna in škodljiva
močan učinek na podnebne spremembe, vendar razpade v ravno jedrska
ozračju v približno 12 letih, medtem ko ogljikov dioksid (CO2) Tudi tu je resnica ravno nasprotna: Jedrska energija proizvaja
naravnih ciklov hranil. Paša živali, na primer, spodbuja rast Živali so naravni del ekosistema in imajo vlogo pri ohranjanju kot sončna in vetrna podvrženi nihanjem in so zato primerjave, tudi v tem prispevku, narejene na osnovi uravnoteženega travniških rastlin in s tem izboljšuje strukturo tal ter preprečuje energetskega sistema, kjer imate zadosti stalnih virov (hidro, erozijo. Podobno so njihovi odpadki hrana za insekte vseh vrst, jedrska, termo) in trajnostnih, tj. občasnih. Če ni na voljo zadosti katerih število se je v zadnjih 50 letih zmanjšalo za več kot trajnih virov, se cena električne energije zaradi shranjevanja polovico, kot tudi število in teža vseh divjih živali. Kmetijstvo, približno podvoji ali potroji [9, 30]. kratkotrajen in se lahko učinkovito upravlja z uporabo novih predstavlja bolj trajnostno alternativo, čeprav obstajajo tveganja, tehnologij za zmanjšanje emisij. povezana z odpadki. Poleg tega so nekatere trajnostne energije ostaja v atmosferi več stoletij. To pomeni, da je vpliv metana minimalne izpuste CO2 v primerjavi s fosilnimi gorivi in zato
ki temelji na principih regenerativnega kmetovanja, izboljšuje Primerjava po atributih:
kakovost tal, saj povečuje njihovo sposobnost zadrževanja vode Cena na enoto energije (USD/kWh)
in hranil. Težko je razumeti nekatere, ki se imajo za zagovornike Jedrska energija: Povprečna cena proizvodnje jedrske
varstva okolja, ko zagovarjajo invazivne živali in hkrati energije znaša približno 0,09 USD/kWh. Visoki začetni stroški
zahtevajo odstranitev domačih živali.
izgradnje jedrskih elektrarn so kompenzirani z nizkimi Vetrna energija: Vetrna energija prav tako spada med zelo
obratovalnimi stroški in dolgoročno življenjsko dobo [31]. varne vire, s približno 0,04 smrti/TWh.
Fosilna goriva (premog, nafta, plin): Cene fosilnih goriv so Hidroenergija: Čeprav hidroenergija večinoma velja za varno,
odvisne od trga, vendar se cena proizvodnje električne energije lahko nesreče, kot so zrušitve jezov, povzročijo velike žrtve.
giblje med 0,05 in 0,10 USD/kWh. Čeprav so začetni stroški nižji, Povprečno število smrti znaša 1,3 smrti/TWh, vendar lahko te
pa fosilna goriva dolgoročno povzročajo stroške zaradi vpliva na nesreče lokalno povzročijo večje število smrtnih žrtev [35].
okolje in zdravje.
močno padli in zdaj znašajo med 0,03 in 0,06 USD/kWh, kar jo Sončna energija: Stroški sončne energije so v zadnjih letih 4 Diskusija Pravilno varovanje okolja temelji na trajnostnem razvoju, kar uvršča med najcenejše vire energije (če imamo osnovno pomeni pametno rabo virov in naprednih tehnologij, ki energijsko zahtevo pokrito trajnostno). omogočajo večjo učinkovitost z manjšo porabo energije. Na Vetrna energija: Cena proizvodnje vetrne energije se giblje primer, uporaba jedrske energije za proizvodnjo električne med 0,04 in 0,07 USD/kWh, kar jo prav tako uvršča med energije znatno zmanjša izpuste CO2 v primerjavi s fosilnimi konkurenčne vire obnovljive energije. gorivi in prispeva k boju proti podnebnim spremembam. Hidroenergija: Cena hidroenergije je zelo odvisna od lokacije Pomembno je tudi ohranjanje biotske raznovrstnosti, saj stabilni in znaša med 0,03 in 0,05 USD/kWh, kar jo uvršča med cenovno ekosistemi zagotavljajo dolgoročno odpornost na podnebne najučinkovitejše vire energije. spremembe. Naravne rešitve, kot so sajenje dreves in pametno Izpusti CO2 na enoto energije (gCO2/kWh) načrtovanje krajine, lahko prav tako učinkovito zmanjšujejo Jedrska energija: Jedrska energija spada med najmanj potrebo po energiji, kot je hlajenje stavb, ter hkrati prispevajo k emisijsko intenzivne vire, s povprečnimi izpusti CO2 okoli 12 izboljšanju kakovosti zraka. Pravilno varstvo okolja temelji na gCO2/kWh (vključno z izgradnjo elektrarn in celotnim pametni kombinaciji naravnih in tehnoloških rešitev, ki življenjskim ciklom). zagotavljajo dolgoročno trajnost. Fosilna goriva: Premog povzroča največ izpustov, s Nasprotno pa nepravilno varovanje okolja pogosto temelji na povprečno 820 gCO2/kWh, plin povzroča približno 490 napačnih argumentih in mitih, kot je prepričanje, da so obnovljivi gCO2/kWh, medtem ko nafta znaša okoli 720 gCO2/kWh [32]. viri, kot sta sončna in vetrna energija, vedno boljši od jedrske Sončna energija: Sončna energija prispeva približno 48 energije. V resnici te rešitve zahtevajo večje površine in so manj gCO2/kWh, večinoma zaradi proizvodnje in reciklaže zanesljive, ter so nekajkrat dražje, če jih je potrebno shranjevati. fotonapetostnih panelov. Zmotno je prepričanje, da se gospodarska rast lahko nenehno Vetrna energija: Vetrna energija spada med najbolj čiste vire, povečuje, ne da bi to negativno vplivalo na okolje. Prav tako mit, z izpusti okoli 11 gCO2/kWh. da kmetijstvo škoduje okolju, izhaja iz napačnega razumevanja Hidroenergija: Povprečni izpusti hidroenergije znašajo 24 varovanja okolja. gCO2/kWh, vendar se lahko ta vrednost poveča zaradi izpustov Kmetijstvo prispeva k ohranjanju okolja in povečevanju metana iz velikih rezervoarjev. biotske raznovrstnosti. Prakse, kot je regenerativno kmetovanje, Potrebne površine na enoto energije (m²/kWh) spodbujajo zdravje tal, zmanjšujejo erozijo in izboljšujejo Jedrska energija: Jedrska energija zahteva najmanj prostora. zmožnost tal za zadrževanje vode. Paša živali na travnikih, če je Povprečna jedrska elektrarna proizvede ogromno količino pravilno vodena, prispeva k naravnemu ciklu hranil, spodbuja energije na majhni površini – približno 1,9 m²/kWh [33]. rast rastlin in podpira raznolikost vrst. Zmanjšanje metanskih Fosilna goriva: Premogovne in plinske elektrarne potrebujejo emisij s tehnološkimi inovacijami in trajnostno obdelavo približno 40-100 m²/kWh, zaradi potrebe po rudarjenju in zemljišč omogoča, da kmetijstvo ne le minimizira škodljive skladiščenju goriv. učinke, temveč aktivno prispeva k varovanju naravnih virov. Sončna energija: Solarne elektrarne zahtevajo veliko večje Pogosto napačno predstavljanje kmetijstva kot enega glavnih površine za zbiranje sončne svetlobe, s približno 25-70 m²/kWh, onesnaževalcev temelji na primerih neustreznih praks, kot so odvisno od učinkovitosti panelov in lokacije. intenzivne monokulture in pretirana uporaba kemikalij, česar v Vetrna energija: Potrebne površine za vetrne elektrarne Sloveniji skoraj ni. Vendar pa je resnica, da lahko kmetijstvo, če znašajo približno 20-60 m²/kWh. se izvaja trajnostno, bistveno prispeva k varovanju okolja. Hidroenergija: Potrebne površine za hidroelektrarne se zelo Travniki in kmetijske površine lahko podpirajo večjo biotsko razlikujejo glede na vrsto projekta, vendar znašajo od 100 raznovrstnost kot mnoge gozdne površine, saj ustvarjajo naravne m²/kWh ali več pri velikih akumulacijskih jezerih. habitate za številne rastlinske in živalske vrste. Sodobni miti o Število žrtev v nesrečah na enoto energije (smrti/TWh) kmetijstvu, ki ga enačijo z uničevanjem okolja, ne upoštevajo Jedrska energija: Jedrska energija je kljub nekaj odmevnim pozitivnih vplivov trajnostnih kmetijskih praks, ki so ključne za nesrečam, kot so Černobil in Fukušima, statistično varna z vidika ohranjanje ekosistemov. smrtnosti. Povprečje znaša 0,07 smrti/TWh, vključno z Zelo pomembno je tudi, kako je kmetijstvo upravljano, nesrečami in dolgoročnimi učinki sevanja [34]. recimo ali se zgodaj kosi travo, ali se krave nepravilno hrani itd. Fosilna goriva: Premog je izredno nevaren tako zaradi nesreč Tu so lahko napredni in ekološko zavedni sistemi vodenja kmetij v rudnikih kot zaradi dolgoročnih zdravstvenih učinkov na osnovi umetne inteligence in GPT izredno koristni tako za onesnaženja. Povprečno število smrti znaša 24,6 smrti/TWh za kmete kot za varstvo okolja. Ko smo predlagali tovrstne ideje premog in 2,8 smrti/TWh za plin. predstavnikom oblasti, pa ni bilo prav veliko zanimanja. Sončna energija: Sončna energija je zelo varna, s povprečno
0,02 smrti/TWh, večinoma zaradi nesreč pri namestitvi in
vzdrževanju panelov.
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Umetna inteligenca o zeleni agendi
(izvedljivost, cena in rezultati zelenega prehoda)
Jure Špiler
Ljubljana, Slovenija
jure@basic.si
ABSTRACT / POVZETEK • - 10 times more people die from cold than heat
• - Warming 2x faster than global average
Dobrobit človeštva se nesmiselno povezuje z zmanjšanjem CO2 • - The hypocrisy of decarbonisation
izpustov (razogljičenjem, Net Zero), kar povzroča ogromne • - Opposition to nuclear power
stroške in še več prikritega onesnaženja, brez otipljivih • - Environmentalism as a cult
rezultatov. Le prilagajanje spremembam v okolju je smiselno in • - The environmental aspect of Bled kremšnites ekonomsko učinkovito.
Samo uporaba preizkušenih obstoječih virov zanesljive energije OPTIONAL: KEYWORDS
(reke, nafta, plin, jedrska tehnologija) omogoča normalno CO2, decarbonisation, population, energy, gas, oil, nuclear,
življenje in razvoj. economics
S pomočjo umetne inteligence (https://www.perplexity.ai/) sem
poiskal odgovore na aktualna vprašanja: 1 Stroški razogljičenja
• To je kompleksno in večplastno vprašanje, ki vključuje znatne Stroški razogljičenja (Net Zero)
• finančne naložbe v različnih sektorjih in regijah. Tukaj je nekaj Cena hlajenja ($/°C)
• ključnih vidikov: Dosedanje segrevanje in vpliv na populacijo
• Bo segrevanje zmanjšalo število ljudi?
• 1.1 Ocene skupnih stroškov Zaradi mraza umre 10-krat več ljudi kot zaradi
vročine Globalne naložbene zahteve: Ocenjuje se, da bo za doseganje
• Segrevanje 2x hitrejše od svetovnega povprečja ničelnih neto emisij od leta 2021 do 2050 potrebnih približno
• Hinavščina razogljičenja 110 bilijonov dolarjev globalnih kapitalskih naložb, kar je v
• Nasprotovanje jedrski energiji povprečju 3,5 bilijona dolarjev letno. Ta naložba predstavlja
• Okoljevarstvo kot kult približno 1,3 % predvidenega svetovnega BDP v naslednjih treh
• Okoljski vidik blejskih kremšnit desetletjih [ 4].
KEYWORDS / KLJUČNE BESEDE Naložbe v posamezne sektorje: Velik del teh naložb, približno
70 % ali 2,4 bilijona USD letno, bi moral biti usmerjen v sektor
CO2, razogljičenje, prebivalstvo, energetika, plin, nafta, jedrska
električne energije. To vključuje naložbe v proizvodnjo
energija, ekonomija
električne energije brez emisij ogljika, elektroenergetska
omrežja ter shranjevanje električne energije in prilagodljivost
omrežja[ 4].
OPTIONAL: ABSTRACT
Humanity's well-being is meaninglessly linked to CO2 1.2 Cena na tono CO2
reduction (decarbonisation, Net Zero), which entails huge costs Cene ogljika: Stroške razogljičenja je mogoče razumeti tudi v
and more hidden pollution, with no tangible results. Only smislu cen ogljika. Trenutne ocene kažejo, da morajo biti cene
adapting to environmental change is sensible and economically ogljika med 50 in 100 USD na tono CO2 do leta 2030, da se
efficient. uskladijo s cilji Pariškega sporazuma [ 6]. Svetovna povprečna
cena ogljika je leta 2024 znašala 32 USD na tono , kar je pod
(rivers, oil, gas, nuclear technology) allows normal life and priporočenim razponom [ 6]. Only the use of proven existing sources of reliable energy
development. Stroški razogljičenja glede na kategorijo emisij : Stroški za
razogljičenje posebnih kategorij emisij se razlikujejo. Na
With the help of artificial intelligence primer, cena zemeljskega plina je približno 3505 GBP na tono
(https://www.perplexity.ai/).I have sought answers to the CO2e, medtem ko je za obnovljivo energijo približno 6435
questions at hand: GBP na tono CO2e [ 1].
• - The cost of decarbonisation (Net Zero) 1.3 Regionalne razlike •- Cost of cooling ($/°C) Cene ogljika po regijah: Pobude za določanje cen ogljika se •- Warming to date and impact on population med regijami precej razlikujejo. Evropa in Srednja Azija imata •- Will warming reduce the number of people?
povprečno ceno ogljika 50 USD na tono , medtem ko je cena v Projekcije stroškov za posamezne DAC tehnologije do leta
ZDA in Kanadi približno 48 USD na tono . Druge regije, kot sta 2050:
Latinska Amerika in Karibi, imajo nižje povprečne cene, okoli • Climeworks: 280-580 dolarjev na tono
24 USD na tono [ 6]. • Carbon Engineering: 226-544 dolarjev na tono
Naložbene potrebe po regijah: Naložbene zahteve za doseganje • Heirloom: 230-835 dolarjev na tono[6][8]
ničelnih neto emisij se prav tako razlikujejo glede na regijo, na To je približno dvakrat več od nekaterih prejšnjih ocen[6].
kar vplivajo obstoječa infrastruktura, politični okviri in Ključno za znižanje stroškov je povečanje obsega uporabe gospodarski pogoji[4]. DAC, vendar je v kratkem roku potrebno več zmogljivosti, kot
1.4 Izzivi in premisleki stroški posameznih komponent, stroški energije in stroški je trenutno načrtovano[4]. Na skupne stroške DAC vplivajo
Socialni in gospodarski vplivi: Prehod na ničelne neto emisije integracije[3]. Bolj dovršene komponente, kot so kompresorji,
bo imel široke gospodarske in družbene učinke, ki bodo vplivali imajo manjši potencial za znižanje stroškov[8]. na povpraševanje, kapitalsko porabo, stroške in zaposlovanje v
različnih sektorjih[ 7]. cene blizu ali na ravni 340 dolarjev na tono, ki je predvidena za Kljub višjim napovedim nekatera DAC podjetja že ponujajo
Politika in izvajanje: Učinkovita dekarbonizacija zahteva trdne leto 2050[4]. Utežena povprečna cena za DAC s shranjevanjem
politične okvire, vključno z mehanizmi za določanje cen se je med letoma 2022 in 2023 znižala za 43 %, s 1.261 na 715
ogljika, spodbudami za čisto tehnologijo in mednarodnim dolarjev na tono[4]. Nekatera podjetja trdijo, da so trenutni
sodelovanjem za zagotovitev pravičnega in učinkovitega stroški zajemanja pod 500 ali celo 200 dolarjev na tono[4].
izvajanja[ 5][6].
Čeprav se pričakuje, da se bodo stroški z razvojem tehnologije
Povzetek bistveno znižali, nedavne raziskave kažejo, da znižanja morda
Stroški razogljičenja vključujejo velike finančne obveznosti v ne bodo tako dramatična, kot so upali prej. Kljub temu se zdi,
različnih sektorjih in regijah, s precejšnjimi razlikami v cenah da industrija DAC napreduje hitreje pri zniževanju stroškov, kot
ogljika in naložbenih potrebah. Za doseganje globalnih ciljev predvidevajo nekatere študije. Priporoča se nadaljnji razvoj več
razogljičenja bodo potrebna usklajena prizadevanja in strateške pristopov DAC za spodbujanje inovacij in znižanje
naložbe za uravnoteženje gospodarske rasti z okoljsko stroškov[6][8].
trajnostjo.
2.1 Strošek odstranjevanja 1ppm CO2 iz zraka
REFERENCE 1 ppm atmosferskega CO2 ima maso 7,76 gigaton (Gt) CO2.
[1] https://www.eauc.org.uk/file_uploads/20230524_hfe_v4_0_- • Pri ceni 100 US$ na tono bi stroški znašali 776
_cost_of_net_zero_report_1.pdf milijard US$.
[2] https://www.oecd-ilibrary.org/sites/0e8e24f5- • Po trenutnih cenah 700-1200 US$/t to pomeni 5 - 9 en/1/3/3/index.html?itemId=/content/publication/0e8e24f5-bilijonov US$ en&_csp_=9e1e8b508d47c48ebab5cddb217622cd&itemIGO=oec • d&itemContentType=book Do leta 2050 se bi ta vsota prepolovila • Trenutno je svetovni bruto domači proizvod (BDP) [3] https://www.oecd-nea.org/jcms/pl_28600/the-costs-of-101 bilijon US$ decarbonisation-system-costs-with-high-shares-of-nuclear-and-
renewables Za odstranitev 0,2% CO2 (1ppm) bi porabili 10% družbenega
[4] https://decarbonization.visualcapitalist.com/breaking-down-the- proizvoda
cost-of-clean-energy-transition/
[5] https://www.worldbank.org/en/news/press- REFERENCE
release/2024/05/21/global-carbon-pricing-revenues-top-a-record-
100-billion [1] https://www.mdpi.com/2673-8392/3/4/92
[6] https://decarbonization.visualcapitalist.com/visualized-the-price- [2] https://www.iea.org/reports/direct-air-capture-2022/executive-
of-carbon-around-the-world-in-2024/ summary
[7] https://www.mckinsey.com/capabilities/sustainability/our- [3] https://www.nature.com/articles/s44172-023-00152-6
insights/the-net-zero-transition-what-it-would-cost-what-it-could- [4] https://www.weforum.org/agenda/2023/08/how-to-get-direct-air-
bring capture-under-150-per-ton-to-meet-net-zero-goals/
[5] https://www.wri.org/insights/direct-air-capture-resource-
2 Stroški odstranjevanja CO2 iz ozračja considerations-and-costs-carbon-removal
[6] https://www.sciencedaily.com/releases/2024/03/240304135808.ht
Trenutni stroški za neposredno zajemanje CO2 iz zraka so m
ocenjeni med 600 in 1.000 dolarjev na tono odstranjenega [7] https://www.asiafinancial.com/cost-of-carbon-capture-by-2050-
CO2[4][8]. Za široko uporabo tehnologije neposrednega may-be-double-estimates-ime
zajemanja iz zraka (direct air capture - DAC) morajo stroški [8] https://carbonherald.com/new-study-places-future-direct-air-
pasti pod 200 dolarjev na tono, idealno bližje 100 dolarjev na [9] capture-costs-230-540-range/
tono do leta 2050[4][9] https://www.science.org/content/article/cost-plunges-capturing-
carbon-dioxide-air
Raziskovalci ETH Zürich ocenjujejo, da bodo stroški leta 2050
predvidoma med 230 in 540 dolarji na tono, namesto pogosto
omenjenega razpona 100-300 dolarjev[6][7].
3 • Povprečne površinske temperature so v zadnjih letih dosledno Stroški hlajenja ($/°C)
presegale 1,5°C nad predindustrijskimi vrednostmi.
Na podlagi posredovanih rezultatov iskanja je težko podati
natančno oceno hladilnega učinka v stopinjah Celzija na
4.2 Rast prebivalstva
milijardo dolarjev, porabljenih za razogljičenje. Vendar pa
lahko naredimo nekaj sklepov: • Svetovno prebivalstvo je zraslo z okoli 1,6 milijarde leta 1900
na 8,1 milijarde leta 2024.
• Odlašanje z ukrepi za zajezitev podnebnih sprememb ima
znatne gospodarske stroške. Zamuda, ki povzroči segrevanje za • Stopnja rasti prebivalstva je dosegla vrhunec 2,2% letno leta
3 °C nad predindustrijsko ravnjo namesto za 2 °C, bi povzročila 1963 in se od takrat znižala na približno 1,1% letno.
dodatno škodo v višini 0,9 % svetovne proizvodnje, kar pomeni
približno 150 milijard dolarjev samo za ameriško 4.3 Vplivi podnebnih sprememb na prebivalstvo
gospodarstvo[3]. • Podnebne spremembe vplivajo na smrtnost in življenjske
• Obnovljivi viri energije bi lahko do leta 2050 razogljičili 90 % pogoje preko neposrednih vplivov ekstremnih temperatur in
elektroenergetske industrije, kar bi drastično zmanjšalo emisije posrednih vplivov, ki jih posredujejo okoljski in družbeni
ogljika in prispevalo k ublažitvi podnebnih sprememb [ 4]. sistemi.
Stroški tehnologij obnovljive energije, kot sta sončna energija • Ogrožajo prehransko varnost, oskrbo s sladko vodo in zdravje
in veter, so se od leta 2010[4] znatno znižali. ljudi.
• Ocene skupnih stroškov za odpravo podnebnih sprememb • Dvig morske gladine ogroža stotine milijonov ljudi v obalnih
segajo od 300 milijard do 50 bilijonov dolarjev v naslednjih območjih.
dveh desetletjih[ 5]. Ta ogromen razpon odraža negotovost in • Podnebne spremembe lahko prisilijo ljudi k migraciji, z
zapletenost pri določanju optimalne strategije razogljičenja. ocenami do več sto milijonov podnebnih migrantov do leta
• V scenariju IEA o neto ničelnih emisijah do leta 2050 morajo 2050.
posredne emisije CO2, povezane s povpraševanjem po hlajenju
prostorov, do leta 2030 pasti na približno 40 % današnje ravni 4.4 Rast prebivalstva kot gonilnik podnebnih
[1]. To bi pomenilo, da se povprečna učinkovitost nove sprememb
klimatske opreme do leta 2035 približa najboljši razpoložljivi • Rast prebivalstva skupaj s povečano potrošnjo običajno
ravni [1]. povečuje emisije toplogrednih plinov.
Medtem ko rezultati iskanja ne zagotavljajo natančnega • Vpliva tudi na sposobnost Zemlje, da se upre podnebnim kvantitativnega razmerja med stroški razogljičenja in znižanjem spremembam in absorbira emisije, na primer s krčenjem temperature, pa kažejo, da lahko pomembne naložbe v gozdov, ko se zemljišča spreminjajo v kmetijske površine za obnovljivo energijo, energetsko učinkovitost in zmanjšanje prehrano rastočega prebivalstva. emisij pomembno vplivajo na omejevanje prihodnjega dviga
globalne temperature. 4.5 Demografski dejavniki in podnebna
Povzetek ranljivost
Natančen hladilni učinek na porabljen dolar ostaja negotov in se • Ljudje v revnih regijah, kljub temu da malo prispevajo k
razlikuje glede na izvedene posebne ukrepe za dekarbonizacijo. emisijam, so najbolj ranljivi za vplive podnebnih sprememb.
• Visoke stopnje revščine in socialne neenakosti povečujejo
REFERENCE ranljivost za ekstremne vremenske pojave, vodni stres in izzive
[1] https://www.iea.org/energy-system/buildings/space-cooling pri pridelavi hrane.
[2] https://www.ipcc.ch/report/ar6/syr/downloads/report/IPCC_AR6_
SYR_FullVolume.pdf 4.6 Populacijska dinamika in podnebna politika
[3] https://scholar.harvard.edu/files/stock/files/cost_of_delaying_actio
n.pdf • Upočasnitev rasti prebivalstva s pravičnimi ukrepi, kot je
[4] https://link.springer.com/article/10.1007/s10311-022-01532-8 povečanje dostopa do načrtovanja družine, bi lahko igrala
[5] https://www.globalgiving.org/learn/cost-to-end-climate-change/ ključno vlogo pri blaženju podnebnih sprememb.
[6] https://www.iea.org/reports/the-future-of-cooling • Vendar lahko tudi v planih z nizko rastjo prebivalstva ogljično
[7] https://www.irena.org/Digital-Report/World-Energy-Transitions- intenzivna gospodarska rast še vedno povzroči visoke emisije.
Outlook-2023
[8] https://carbonfix.org/blog/cooling-the-planet-by-0-5c-it-only- 4.7 Zgodovinski kontekst
takes-e8-billion-a-year
• Pospeševanje podnebnih sprememb sovpada z obdobji hitre
industrializacije in rasti prebivalstva, zlasti od sredine 20.
4 Dosedanje segrevanje in vpliv na populacijo stoletja.
4.1 Globalno povečanje temperature Povzetek
• Od leta 1880 se je povprečna površinska temperatura Zemlje Čeprav naraščajoče temperature niso neposredno povzročile rasti prebivalstva, so začele vplivati na človeške populacije na dvignila za 0,07°C na desetletje. različne načine. Hkrati je rast prebivalstva prispevala k • Stopnja povečanja temperature se je od leta 1981 več kot podnebnim spremembam, kar ustvarja kompleksno povratno podvojila na 0,18°C na desetletje.
zanko med demografskimi trendi in okoljskimi spremembami. 5.1 Omejitve Odnos med podnebnimi spremembami in prebivalstvom je
Pomembno je omeniti, da čeprav lahko podnebne spremembe
večplasten in vključuje vprašanja emisij, ranljivosti,
prispevajo k upadu prebivalstva v določenih regijah, je malo
prilagajanja in strategij blaženja.
verjetno, da bodo v bližnji prihodnosti bistveno zmanjšale
Povprečna temepertura in prebivalstvo svetovno prebivalstvo. Na rast prebivalstva vplivajo številni
Zemlje od leta 1900 zapleteni dejavniki, splošni vpliv podnebnih sprememb na
število svetovnega prebivalstva pa ostaja negotov.
20
Povzetek
15 Čeprav ni pričakovati, da bi dvig globalnih temperatur za 2
10 stopinji neposredno zmanjšal svetovno prebivalstvo, bi lahko
5 povzročil povečano umrljivost, krajšo pričakovano življenjsko
dobo, razseljevanje in nižjo stopnjo rodnosti v močno prizadetih
0
regijah. Blaženje podnebnih sprememb in prilagajanje njihovim
1900 1950 2000 vplivom bo ključnega pomena za zmanjšanje teh možnih
vplivov na prebivalstvo.
T [°C] Prebivalsvo [milijarde]
Medicinska revija The Lancet ocenjuje, da je dostop do
klimatskih naprav v letu 2019 preprečil skoraj 200.000 smrti
Slika1: med ljudmi, starimi 65 let ali več[9]. https://www.perplexity.ai/search/make-graph-of-
temaperature-ris-StW7v2gkTGS325Rivulm9A
5 Ali segrevanje zmanjšuje število ljudi?
Dvig globalnih temperatur za 2 stopinji Celzija verjetno ne bo
neposredno znižal svetovnega prebivalstva, lahko pa ima
pomembne posredne učinke, ki lahko upočasnijo rast
prebivalstva ali celo povzročijo upad prebivalstva v določenih
regijah. Tukaj so ključne točke:
• Smrti zaradi vročine : višje temperature bodo povečale
tveganje za bolezni in umrljivost zaradi vročine, zlasti med
ranljivimi skupinami prebivalstva, kot so starejši, otroci in Slika2: https://www.economist.com/science-and-
osebe z že obstoječimi zdravstvenimi težavami. To bi lahko less-harmful-to-the-planet technology/2024/09/04/new-tech-can-make-air-conditioning-
povzročilo višje stopnje smrtnosti na prizadetih območjih.
• Vplivi na zdravje : Podnebne spremembe lahko tudi REFERENCE
poslabšajo kakovost zraka, širijo nalezljive bolezni ter motijo [1] https://www.washingtonpost.com/climate-
oskrbo s hrano in vodo, kar dodatno poveča zdravstvena environment/2021/10/11/85-percent-population-climate-impacts/
tveganja in umrljivost. [2] https://www.thedailystar.net/environment/global-
• Zmanjšanje pričakovane življenjske dobe : V regijah, ki so jih warming/news/how-temperature-rise-2-degrees-celsius-impacts-
billions-3327291
močno prizadele podnebne spremembe, se lahko pričakovana [3] https://populationconnection.org/resources/population-and-
življenjska doba skrajša zaradi skupnih učinkov toplotnega climate/
stresa, podhranjenosti in bolezni. To bi lahko upočasnilo rast [4] https://www.prb.org/resources/climate-change-impacts-emerging-
prebivalstva ali celo povzročilo upad prebivalstva. population-trends-disaster/
• Podnebni begunci: Dvig morske gladine, ekstremni vremenski [5] https://www.nytimes.com/interactive/2018/10/07/climate/ipcc-
pojavi in degradacija okolja bi lahko povzročilo povečano report-half-degree.html
preseljevanje. S tem bi se povečal pritisk na vire in [6] https://www.euronews.com/green/2023/09/08/virtually-no-one-
on-earth-escaped-98-of-worlds-population-exposed-to-global-
infrastrukturo sprejemnih območji ter povzročilo socialno in warming-this-shttps://frontline.thehindu.com/news/climate-
gospodarsko nestabilnost. change-explained-how-a-temperature-rise-of-2c-impacts-
• Konflikti in nemiri: S podnebjem povezano razseljevanje in [7] billions/article66885235.ece
pomanjkanje virov lahko prav tako prispevata k konfliktom, ki [8] https://populationmatters.org/climate-change/
lahko dodatno destabilizirajo prizadete regije in povzročijo technology/2024/09/04/new-tech-can-make-air-conditioning-less- https://www.economist.com/science-and-
upad prebivalstva. harmful-to-the-planet?etear=science_nl_1
• Družbeno-ekonomski vplivi: gospodarske in družbene motnje,
ki jih povzročajo podnebne spremembe, kot je zmanjšana 6 Zaradi mraza umre 10-krat več ljudi kot kmetijska produktivnost, bi lahko povzročile večjo revščino in zaradi vročine nestabilnost. To lahko povzroči zmanjšanje stopnje rodnosti, saj
imajo ljudje manj otrok zaradi gospodarske negotovosti ter Čeprav je res, da je v preteklosti število smrti zaradi mraza
zmanjšanega znatno preseglo smrti zaradi vročine, se dinamika zaradi dostopa do zdravstvenega varstva in
izobraževanja. podnebnih sprememb spreminja. Tukaj so ključne točke v zvezi
z vplivom naraščajočih temperatur na stopnjo umrljivosti in
morebitne posledice za svetovno prebivalstvo:
6.1 Trenutni trendi smrti zaradi temperature
• Smrti zaradi mraza v primerjavi z vročino : Študije kažejo, da
na svetu zaradi mraza umre približno devetkrat več kot zaradi
vročine. Študija, objavljena v »The Lancet Planetary Health«, je
pokazala, da je v zadnjih dveh desetletjih izpostavljenost mrazu
predstavljala veliko večino smrtnih primerov, povezanih s
temperaturo, pri čemer je bilo približno 8,5 % smrti pripisanih
mrazu in samo 0,9 % vročini[ 1][2][4].
• Spreminjanje vzorcev : Čeprav trenutno prevladujejo smrti
zaradi prehlada, se trend spreminja. Smrti zaradi vročine zaradi
podnebnih sprememb naraščajo, število smrti zaradi mraza pa
se zmanjšuje. Ta premik nakazuje, da se bo ravnovesje v Slika3:
prihodnosti lahko nagnilo k večjemu številu smrtnih žrtev, https://x.com/BjornLomborg/status/1409119091290521601
povezanih z vročino [ 1][4][5].
Posledice naraščajočih temperatur REFERENCE
• Povečana smrtnost zaradi vročine : Ko se temperature [1] https://www.theguardian.com/world/2021/jul/08/extreme-
dvignejo, zlasti v ranljivih regijah, se pričakuje, da se bo število temperatures-kill-5-million-people-a-year-with-heat-related-
smrti zaradi vročine povečalo. To je še posebej zaskrbljujoče za deaths-rising-study-finds
prebivalstvo na območjih, ki niso vajena ekstremne vročine, in [2] https://ourworldindata.org/part-one-how-many-people-die-from-
kjer so prilagoditveni ukrepi morda nezadostni[ 1][4]. [3] extreme-temperatures-and-how-could-this-change-in-the-future
https://www.epa.gov/climate-indicators/climate-change-
• Potencialni vpliv na prebivalstvo : Čeprav celotno število indicators-cold-related-deaths
svetovnega prebivalstva morda ne bo takoj upadlo zaradi [4] https://www.forbes.com/sites/joshuacohen/2023/07/19/excessive-
povečanega števila smrti, povezanih z vročino, bi lahko v summer-heat-can-kill-but-extreme-cold-causes-more-fatalities/
nekaterih regijah prišlo do znatnega povečanja umrljivosti in [5] https://www.washingtonpost.com/climate-
upočasnilo rast prebivalstva ali povzročilo lokalno zmanjšanje. environment/interactive/2023/hot-cold-extreme-temperature-
deaths/
Ranljivo prebivalstvo, zlasti na območjih z nizkimi dohodki, je [6] https://thebreakthrough.org/issues/energy/human-deaths-from-hot-
lahko nesorazmerno prizadeto, kar še poslabša obstoječe and-cold-temperatures-and-implications-for-climate-change
zdravstvene razlike in potencialno vodi do večjih migracijskih [7] https://www.wunderground.com/cat6/Which-Kills-More-People-
pritiskov[ 1][2][5]. Extreme-Heat-or-Extreme-Cold
• Dolgoročne projekcije : Ker se podnebne spremembe še [8] https://ourworldindata.org/part-two-how-many-people-die-from-
naprej odvijajo, bi lahko vse večja razširjenost smrti zaradi extreme-temperatures-and-how-could-this-change-in-the-future
vročine sčasoma uravnotežila ali presegla smrt zaradi mraza,
zlasti če se ne izvajajo prizadevanja za ublažitev. To bi lahko 7 Segrevanje 2x hitrejše od svetovnega
vodilo do višjih splošnih stopenj umrljivosti in vplivalo na povprečja populacijsko dinamiko skozi čas[ 2][4].
Samo nekaj področij je, kjer se to res dogaja
Povzetek • Arktika, zlasti polotok Tajmir v Rusiji, se segreva 2,5- do 2,8-
Če povzamemo, čeprav število smrti zaradi mraza trenutno krat hitreje od svetovnega povprečja. V zadnjih 10 letih so
znatno presega število smrti zaradi vročine, podnebne tamkajšnje temperature narasle za 0,8 °C do 1,2 °C (1,4 °F do
spremembe spreminjajo to pokrajino. Pričakuje se, da bo dvig 2,1 °F) hitreje od svetovnega povprečja [ 4].
globalnih temperatur povečal smrtnost zaradi vročine, kar bi • Rusko ozemlje se na splošno segreva skoraj dvakrat hitreje od
lahko imelo globoke posledice za zdravje in dinamiko svetovnega povprečja kopnega – pri 0,51 °C (0,91 °F) na
prebivalstva, zlasti v ranljivih regijah. Takojšnje ukrepanje za desetletje v primerjavi z 0,295 °C (0,531 °F) globalno nad
ublažitev podnebnih sprememb je ključnega pomena za kopnim[4]. preprečitev teh neugodnih rezultatov.
• Antarktika se segreva dvakrat hitreje od svetovnega
povprečja, s približno 20–50 % večjim segrevanjem od ocen iz
podnebnih modelov. To temelji na rekonstrukciji temperatur na
Antarktiki v preteklem tisočletju z uporabo zapisov ledenih
jeder [ 5].
• Podnebni modeli predvidevajo, da se bo pas južne Azije, ki se
razteza od Perzijskega zaliva preko Indije in Kitajske, segreval
hitreje kot skoraj kjer koli drugje na Zemlji v različnih
scenarijih podnebnih sprememb. V tej regiji živi več kot
milijarda ljudi[ 3].
Povzetek, • Podjetja so včasih obtožena zelenega pranja – podajanja
Arktika, Rusija, Antarktika in deli južne Azije se soočajo z zavajajočih trditev o svojih okoljskih prizadevanjih, da bi bila
dvigi temperature, ki so približno dvakrat višji od svetovnega videti bolj trajnostna, kot so. Vendar pa nekatere študije kažejo,
povprečja, pri čemer se Arktika segreva najhitreje in je dvig da si številna podjetja, ki se ukvarjajo s trgi ogljičnih kreditov,
temperature skoraj trikrat višji. Hitro segrevanje v teh regijah je resnično prizadevajo zmanjšati svoje emisije, čeprav se
velika skrb zaradi velike populacije v južni Aziji in možnih razpravlja o učinkovitosti in iskrenosti teh prizadevanj [ 6].
vplivov segrevanja Arktike in Antarktike na podnebni sistem.
8.3 Sistemska odgovornost proti individualni
Ali se res 2x hitreje segreva tudi Slovenija [9]?
odgovornosti
REFERENCE • Kritiki trdijo, da osredotočanje na posamezna dejanja, kot je
[1] https://climate.copernicus.eu/global-temperature-exceeds-2degc- sramotenje bega, preveč poenostavlja vprašanje in ne obravnava
above-pre-industrial-average-17-november sistemskih sprememb, potrebnih za boj proti podnebnim
[2] https://www.climatecentral.org/report/global-heat-review-june- spremembam. Zanašanje na fosilna goriva je za posameznike
2024 pogosto neizogibno zaradi trenutne infrastrukture in
[3] https://climate.mit.edu/ask-mit/where-will-people-experience- gospodarskih sistemov, zaradi česar so obtožbe osebne
most-warming-climate-change hinavščine manj vplivne[3][5].
[4] https://www.aa.com.tr/en/environment/climate-change-russia-is-
heating-up-almost-twice-as-fast-the-world-warns- • Obstaja poziv k sistemskim spremembam, ki omogočajo bolj
scientist/3278123 trajnostne odločitve, s poudarkom na potrebi po večjih
[5] https://www.carbonbrief.org/guest-post-ice-cores-reveal- strukturnih reformah namesto zgolj osredotočenju na
antarctica-is-warming-twice-as-fast-as-global-average/ posameznikovo vedenje[ 4].
[6] https://www.channelnewsasia.com/cnainsider/singapore-hot-
weather-urban-heat-effect-temperature-humidity-906231 8.4 Podnebne konference in politične zaveze
[7] https://www.pbs.org/newshour/politics/the-arctic-is-warming-
nearly-four-times-faster-than-the-rest-of-the-world • Mednarodne podnebne konference pogosto razkrivajo vrzel
[8] https://www.canada.ca/en/environment-climate- med zavezami in dejanji. Razvite države so bile kritizirane
change/news/2019/04/canadas-climate-is-warming-twice-as-fast- zaradi zastoja pri finančni podpori za podnebno ranljive države
as-global-average in nezmožnosti ustreznega obravnavanja izgube in škode [ 8].
[9] https://www.rtvslo.si/okolje/v-sloveniji-se-ozracje-segreva- • Kljub obljubam, da bodo zmanjšale emisije in podprle
hitreje-od-svetovnega-povprecja/653014
globalna podnebna prizadevanja, številne države še naprej
izvajajo projekte fosilnih goriv doma, kar poudarja
8 Hinavščina razogljičenja nepovezanost med njihovo mednarodno retoriko in domačo
Koncept hinavščine v prizadevanjih za razogljičenje je politiko [ 8].
večplastno vprašanje, ki vključuje neskladja med navedenimi
zavezami za zmanjšanje emisij ogljika in ukrepi, ki jih 8.5 Nasprotovanje jedrski energiji
sprejmejo posamezniki, korporacije in države. V diskurzu o • Nasprotovanje jedrski energiji ob hkratnem zagovarjanju
podnebnih spremembah in dekarbonizaciji je izpostavljenih več zmanjšanja emisij ogljika je nedosledno, saj bi jedrska energija
vidikov te hinavščine. lahko imela pomembno vlogo pri razogljičenju proizvodnje
električne energije. [9][10]
8.1 Razlika med bogatimi in revnimi narodi • Na protijedrska stališča nekaterih okoljskih skupin vpliva
Bogate države, ki so v preteklosti največ prispevale k emisijam financiranje s strani donatorjev z izrecno protijedrskimi
toplogrednih plinov, pogosto spodbujajo podnebne politike, ki programi in ne zgolj okoljska vprašanja. [9]
nesorazmerno bremenijo države v razvoju. Mehanizmi, kot je • Kritiki trdijo, da je zaradi zavračanja jedrske energije veliko
mehanizem Evropske unije za prilagajanje meja ogljika, so na težje doseči podnebne cilje, saj se s tem odstrani preverjena
primer kritizirani zaradi zaostrovanja globalnih neenakosti z možnost nizkoogljične tehnologije.[9][10] nalaganjem stroškov revnejšim državam, medtem ko bogate
države še naprej porabljajo blago, proizvedeno z visokimi Povzetek
okoljskimi stroški[2][7]. Hinavščina prizadevanj za razogljičenje je zapleteno vprašanje,
• Hinavščino dodatno poudarja dejstvo, da bogate države ki vključuje tako dejanja posameznikov kot politike držav.
pogosto selijo energetsko intenzivne industrije v države v Poudarja potrebo po resničnih zavezah in sistemskih
razvoju, pri čemer dejansko izvažajo emisije, medtem ko še spremembah za učinkovito reševanje podnebnih sprememb in
naprej porabljajo nastale izdelke [ 2 ]. zmanjšanje svetovnih emisij ogljika. Najhujše pa je
nasprotovanje jedrski energiji, ki zaenkrat edina zagotavlja
8.2 zanesljivo in čisto energijo. Individualna in korporativna dejanja
• Posameznikom in korporacijam pogosto očitajo hinavščino,
ko se zavzemajo za podnebne ukrepe, medtem ko se ukvarjajo z REFERENCE
ogljično intenzivnimi dejavnostmi. To vključuje uporabo [1] https://onlinelibrary.wiley.com/doi/full/10.1111/josp.12522
fosilnih goriv za potovanja ali proizvodnjo ob javnem [2] https://thesun.my/opinion-news/rich-nation-hypocrisy-
spodbujanju trajnosti[ 3][4]. accelerating-global-heating-FJ12394076
[3] https://www.axios.com/2019/09/16/energy-climate-change-
hypocrisy
[4] https://www.resilience.org/stories/2017-08-07/hypocrisy- nujnost okoljskih vprašanj zahteva odločno ukrepanje in da je
environmentalists-need-economic-growth/ prikaz okoljevarstva kot kulta napačna opredelitev, ki
[5] https://www.theguardian.com/lifeandstyle/2016/apr/05/environme spodkopava upravičene skrbi glede ekološke degradacije in
ntally-friendly-green-living-ideas podnebnih sprememb.
[6] https://time.com/6323461/carbon-credits-greenwashing/
[7] https://www.theguardian.com/global- Povzetek
development/2022/jan/28/west-accused-of-climate-hypocrisy-as- Medtem ko nekateri kritiki dojemajo nekatere elemente
emissions-dwarf-those-of-poor-countries okoljevarstva kot kultne, to stališče ni splošno sprejeto in mu
[8] https://climatenetwork.org/2022/06/16/eu-hypocrisy-as-a-climate- pogosto oporekajo tisti, ki vidijo okoljsko zagovorništvo kot
champion-exposed-at-bonn-climate-conference%EF%BF%BC/
[9] racionalen in nujen odgovor na pereče globalne izzive. https://www.learnliberty.org/blog/why-mainstream-
environmentalism-hates-nuclear/
[10] https://www.npr.org/2022/08/30/1119904819/nuclear-power- REFERENCE
environmentalists-california-germany-japan [1] https://www.the401stprophet.com/the-green-cult
[11] https://www.dw.com/en/fact-check-is-nuclear-energy-good-for- [2] https://theprioryrecord.com/2023/04/the-cult-of-radical-
the-climate/a-59853315 environmentalism/
[3] https://www.theguardian.com/commentisfree/2007/jul/03/environ
9 Okoljevarstvo kot kult [4] mentalismthenewdeathcult
https://www.spiked-online.com/2022/12/30/the-rise-of-the-eco-
O pojmu okoljskega gibanja kot o "kultu" se je razpravljalo v cult/
različnih kontekstih, pogosto s strani kritikov, ki trdijo, da [5] https://www.theotivity.com/post/the-climate-change-cult-its-lies-
nekateri vidiki okoljskega gibanja kažejo značilnosti, podobne worldview-and-politics/
tistim pri verskem ali kultu podobnem vedenju. Tukaj je nekaj [6] https://pacificlegal.org/apocalyptic-environmentalists-want-fewer-
ključnih točk: humans-on-earth/
[7] https://theweek.com/articles/633656/death-cult-environmentalism
9.1 Značilnosti kultnega okoljevarstva
• Apokaliptične pripovedi : Kritiki trdijo, da imajo nekateri 10 Okoljski vidik blejskih kremšnit
okoljevarstveniki apokaliptični pogled na svet in napovedujejo Izlet do Blejskega jezera, da bi uživali v lokalni specialiteti ,
katastrofalne rezultate, če ne bodo sprejeti takojšnji in drastični kremšnitah , ima številne okoljske vidike, ki jih je vredno
ukrepi. To odraža napovedi sodnega dne, ki so pogosto raziskati. Blejsko jezero je naravna znamenitost, ki obiskovalce
povezane s kulti [ 4][6]. privablja s svojo lepoto in edinstvenim ekosistemom. Vendar
• Moralni puritanizem in ekstremizem : Okoljevarstveno lahko povečan obisk povzroči preobremenitev okolja, kar lahko
gibanje je včasih opisano kot izkazovanje moralnega vpliva na kakovost vode in biotsko raznovrstnost. Pomembno
puritaizma, z ekstremnimi dejanji aktivistov, da bi opozorili na je, da obiskovalci ravnajo odgovorno, spoštujejo naravo in se
svoje vzroke. Ta dejanja lahko vključujejo moteče proteste in zavedajo svojega vpliva na okolje.
simbolična dejanja vandalizma, ki veljajo za izraze fanatične Priprava kremšnit na Bledu pogosto vključuje lokalne sestavine,
predanosti cilju [ 4]. ki lahko pozitivno vplivajo na okolje. Uporaba lokalno
• Verski jezik in prakse : Za okoljevarstvo včasih pravijo, da pridelanih sestavin zmanjšuje ogljični odtis, povezan s
prevzema verski jezik in prakse, kot je ideja o "ogljičnih prevozom hrane. Poleg tega spodbujanje lokalnih kmetov in
grehih" in potreba po "pokori" z izravnavo ogljika. To je proizvajalcev prispeva k trajnostnemu razvoju regije. Paziti pa
mogoče razumeti kot analogno verski izpovedi in odkupni je treba tudi na embalažo in odpadke, ki nastanejo med
daritvi [ 3]. potovanjem, saj lahko nepravilno ravnanje dodatno
• Protičloveški pogled na svet : Nekateri kritiki trdijo, da se obremenjuje okolje.
lahko radikalno okoljevarstvo nagiba k protičloveški Priljubljenost blejskih kremšnit odpira tudi vprašanje trajnosti
perspektivi, ki na človeštvo gleda kot na grožnjo planetu. Ta turizma. Obiskovalce je treba ozaveščati o pomenu ohranjanja
perspektiva lahko zagovarja nadzor nad populacijo ali prikazuje naravnih virov in kulturne dediščine. Dejavnosti, kot so
ljudi kot "vrsto plevela", kar lahko razumemo kot organizirani izleti in delavnice o trajnostnem turizmu, lahko
razvrednotenje človeškega življenja[2][7]. pripomorejo k ozaveščanju o okoljskih izzivih in spodbujajo
• Sovražnost do drugače mislečih : Okoljevarstvo je včasih odgovorno vedenje . Tako lahko izlet na kremšnite na Blejsko
kritizirano zaradi nestrpnosti do nasprotujočih si pogledov, jezero postane ne le kulinarično doživetje, ampak tudi
označevanja skeptikov kot "zanikovalcev" in odvračanja od priložnost za izobraževanje in aktivno sodelovanje pri
odprte razprave. To odraža, kako kulti pogosto zatirajo varovanju okolja.
nestrinjanje, da bi ohranili enoten sistem prepričanj[ 3].
9.2 Protiargumenti
Čeprav te kritike obstajajo, je pomembno opozoriti, da vodilno
(mainstream) okoljevarstvo ni monolitno in vključuje širok
spekter prepričanj in praks. Številni okoljevarstveniki se
osredotočajo na dokazih temelječe pristope k obravnavanju
podnebnih sprememb in spodbujanju trajnosti. Trdijo, da
11 Pričakovan rezultat razogljičenja
• Vreme bo enako.
• Demontirali bomo kapitalizem in odpravili fosilna goriva.
• Pa kremšnitam smo se bomo odpovedali ;=(((
Slika 4: Blejska kremšnita
https://the-slovenia.com/en/slovenia/blejska-kremsnita-
blejska-kremna-torta
10.1 Izračun ogljičnega odtisa
Ogljični odtis potovanja na Blejske kremšnite je odvisen od
številnih dejavnikov, kot so prevoz, hrana in namestitev. Če
upoštevamo, da se obiskovalec pripelje iz Ljubljane z avtom,
poje eno kremšnito in se vrne domov, lahko ocenimo, da je
njegov ogljični odtis približno 20,4 kg CO2e.
10.2 Emisije v prometu:
Razdalja LJ-Bled 50 km, skupaj torej 100 km.
Izpust prevoza z avtomobilom: 200g CO2 / km * 100 km = 20
kg CO2.
• Izlet na Bled proizvede 20kg CO2.
10.3 Izpust CO2 kremšnite
Sestavine 1 kg kremšnite: listnato testo: 300 g , vaniljev puding:
400 g , sladka smetana: 300 g
Listnato testo: 2,5 kg CO2 / kg × 0,3 kg = 0,75 kg CO2
Vaniljev puding: 1,5 kg CO2 / kg × 0,4 kg = 0,6 kg CO2
Sladka smetana: 3,0 kg CO2 / kg × 0,3 kg = 0,9 kg CO2
Ogljični odtis znaša 2,25 kg CO2 na kilogram kremšnit.
Velikost kremšnite je 7 cm x 7 cm in tehta 180 gramov.
• Ogljični odtis kremšnite je 0,41 kg CO2 / porcijo, kar ustreza
10 uram človeškega dihanja[9] in 1/50 izleta na Bled.
REFERENCE
[1] https://www.sketa.si/kremne-rezine/
[2] https://conditus.si/sl/narocila/blejska-kremsnita/
[3] https://sl.wikipedia.org/wiki/Kremna_rezina
[4] https://www.kulinarika.net/recepti/sladice/ostalo/kremsnite-
kremne-rezine-kot-z-bleda-/13838
[5] https://www.slovenian-kitchen.com/slovenski-
koticek/2022/03/20/bled-cream-cake-blejska-kremsnita-lsm62
[6] https://odprtakuhinja.delo.si/recepti/klasike-z-ursko-fartelj-
kremsnite-s-pravo-kremo-ki-migajo-v-bokih
[7] https://oblizniprste.si/slastne-sladice/kremsnite-kremne-rezine/
[8] https://jernejkitchen.com/sl/recepti/kremsnite
[9] https://www.quora.com/How-many-grams-of-CO2-do-you-
exhale-per-day
Radon v stavbah in kakovost bivanja
Radon in buildings and quality of life
Matjaž Valenčič
Zveza ekoloških gibanj Slovenije-ZEG
Krško, Slovenija
matjaz.valencic@gmail.com
Povzetek construction... Although all ministries are active in
V stavbah, ki niso ustrezno zgrajene ali sanirane, se the field of radon prevention in buildings, they are
nabira radon, zdravju nevaren žlahtni plin brez barve, not interdepartmental coordinated. It happens too
vonja in okusa. often that citizens receive conflicting information,
Področje radona v stavbah pokrivajo ministrstva za which is why it even happens that radon appears in
zdravje, za energijo, za prostor, za graditev … living spaces after energy renovation of a building.
Čeprav so vsa ministrstva aktivna na področju In Slovenia, radon has been measured in public
preprečevanja radona v stavbah, niso medresorsko buildings since 1990, and in residential buildings
usklajena. Prepogosto se zgodi, da občani prejmejo since 2018. Unfortunately, residents are
nasprotujoče si informacije, zato se celo dogaja, da insufficiently informed about the danger of radon, so
se po energetski sanaciji stavb pojavi radon v proactive communication is needed to raise
bivalnih prostorih. awareness among the population.
V Sloveniji merijo radon v javnih stavbah od leta It is necessary to inform the population and the
1990, v stanovanjskih stavbah pa od 2018. Žal so profession about the dangers of radon in buildings
stanovalci premalo informirani o nevarnosti radona, and propose the implementation of measures to
zato je potrebna proaktivna komunikacija za prevent the ingress of radon in buildings.
ozaveščanje prebivalstva.
Prebivalstvo in stroko je treba seznaniti o nevarnostih radon in buildings, energy rehabilitation, anti-radon Optional: Keywords
radona v stavbah in predlagati izvedbo ukrepov, ki rehabilitation, radon knowledge
preprečujejo vdor radona v stavbah.
Ključne besede
radon v stavbah, energetska sanacija, protiradonska sanacija,
radonvednost
Abstract
In buildings that are not properly constructed or
rehabilitated, radon, a colorless, odorless, and
tasteless noble gas that is hazardous to health,
accumulates.
The field of radon in buildings is covered by the
ministries responsible for health, energy, space,
Slika 1 Razpadna veriga urana (vir1)
Permission to make digital or hard copies of part or all of this work for personal or
classroom use is granted without fee provided that copies are not made or distributed
for profit or commercial advantage and that copies bear this notice and the full 1 Radon citation on the first page. Copyrights for third-party components of this work must
be honored. For all other uses, contact the owner/author(s).
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Radon je žlahten plin, brez barve, vonja in okusa.
© 2024 Copyright held by the owner/author(s).
DOI https://doi.org/10.70314/is.2024.env.11
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Matjaž Valenčič
Beseda »žlahten« naj ne zavede. Čeprav ta beseda radon in njegove razpadne produkte uvršča med
pomeni nekaj imenitnega, sodeč po slovarju: žlahtna snovi, ki so rakotvorne za človeka (skupina 1).
kapljica, žlahtni kamen, žlahtna plesen, žlahtna
gospoda … je radon zdravju nevaren plin. Radon in njegovi razpadni produkti povzročajo
pljučnega raka. Svetovna zdravstvena organizacija
(WHO) je ugotovila, da se ob povišani koncentraciji
radona za 100 Bq/m3 tveganje za pljučnega raka
poveča za 8 %. Tveganje za bolezen in smrt zaradi
pljučnega raka pri povišanih koncentracijah radona
je večje pri kadilcih kot nekadilcih. Ocenjujejo, da je
vsak deseti rak na pljučih posledica radona oziroma
Slika 2 Beseda "žlahten" ima raznolik pomen. njegovih razpadnih produktov. (7)
V kemiji pomeni beseda »žlahten« nekaj drugega. 2 Vir in vstop radona v stavbo ter dejavniki, ki
Žlahtni plini, včasih imenovani inertni plini, imajo vplivajo na raven radona v stavbi
svojevrstno mesto v periodnem sistemu. Vsi žlahtni
plini, tudi radon (Rn), so znani po tem, da nimajo Največji izvor radona v bivalnem okolju predstavlja
barve, vonja in okusa. So nevnetljivi, v standardnih zemljina pod stavbo, manj pa gradbeni material, voda
pogojih izjemno stabilni. in plin za ogrevanje. Radon je v zaprtih prostorih, v
katere prodira skozi slabo izolirana tla in vodovodna
Radon je kemijski element z vrstnim številom 86 in ter druga omrežja v stavbi, ki so v stiku z zemljino.
atomskim masnim številom 222, pri čemer je treba Vzrok povišanih koncentracij radona so kamninska
omeniti, da obstaja mnogo različnih izotopov radona. podlaga, letni čas, nadstropje v stavbi in tesnjenje
Najbolj dolgoživ izotop radona je 222Rn z razpolovno oken. Največji vpliv na koncentracijo radona v stavbi
dobo 3,82 dni. Ostali izotopi imajo razpolovno dobo ima kamninska podlaga.
nekaj minut ali manj; zaradi kratke razpolovne dobe
in ker večinoma ti izotopi ne razpadajo z α razpadom,
ostalih izotopov ne obravnavamo v kontekstu
nevarnosti za zdravje.
Radon je element VIII. valentne skupine. Spada med
žlahtne pline in tvori enoatomne molekule. Zaznamo
ga predvsem zaradi radioaktivnega razpada, z
merilnimi napravami.
Radon sta odkrila Ernest Rutherford in Friderick
Soddy leta 1900. Je najtežji element skupine žlahtnih
plinov, je radioaktiven in nastaja pri radioaktivnem
razpadu radija. Slika 3: Radonski zemljevid Slovenije (8)
Še zanimivost. Plin radon nastane iz trdne snovi
(radija) v zemljini, kot plin vstopa v stavbe in tam Na podlagi do zdaj izvedenih meritev koncentracij
razpade v trdne snovi, ki so radioaktivne. radona v Sloveniji in podatkov o geološki sestavi tal
so določena območja, kjer je več radona (na
Za zdravje so nevarni radonovi kratkoživi razpadni zemljevidu obarvano rdeče).
produkti. To so kovine, ki v zraku tvorijo Dodatne meritve se izvajajo tudi na območjih občin,
radioaktivne aerosole, nanodelce. Med dihanjem se kjer je radon pričakovan (na zemljevidu obarvano
radioaktivni aerosoli nalagajo na stenah dihalnih rumeno).
poti. Od tam sevajo in povzročajo poškodbe tkiva.
Mednarodna agencija za raziskovanje raka (IARC) Vendar se radon lahko pojavi tudi v stavbah na
zelenem področju. V nekaterih ljubljanskih vrtcih in
Radon v stavbah in kakovost bivanja Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
šolah so izmerili povišane koncentracije radona in jih Pred izvedbo vseh gradbenih ukrepov, ki bi lahko
sanirali (9), pa so te stavbe na zelenem področju. povečali koncentracijo radona v stavbi, svetujemo
radonske meritve in izbor tistih ukrepov, ki znižajo
Za preprečevanje pojava radona v stavbah so prisotnost radona. Zlasti skrb vzbujajoči so
preventivni protiradonski ukrepi potrebni tudi na nestrokovni ukrepi ob energetskih sanacijah, tesnitvi
zelenem radonskem področju. stavbe, menjavi oken, vgradnji prezračevalnih
naprav z izmenjujočim delovanjem, izolaciji fasade,
izdelavi prizidkov, tlakovanju dvorišč … Ti ukrepi
A: obstoječe stavbe: Ukrepi za znižanje radona v praviloma povečajo prisotnost radona v prostorih in
obstoječih stavbah so, iz tega vidika, škodljivi.
V vsaki stavbi predlagamo zaščitno detekcijo Izvedba protiradonske sanacije obstoječih stavb je
koncentracije radona. določena v Pravilniku (4).
koncentracija radona v zraku bivalnega okolja pod izpostavljenosti radonu iz uredbe, ki ureja 3 Trenutno veljavna zakonodaja določa, da je dopustna Kot gradbeni poseg za zmanjšanje
300 Bq/m . Če je mejna vrednost prekoračena, je nacionalni radonski program, se šteje
treba začeti sanacijo radona v stavbi. Raziskave vgradnja aktivnega sistema za prezračevanje
kažejo, da 1/3 slovenskih domov presega zgoraj zemljine pod talno konstrukcijo.
navedeno mejno vrednost. Ne glede na prejšnji odstavek je dopustna
izvedba pasivnega sistema, če se z njim
Zakonsko določena mejna vrednost koncentracije lahko zagotovi referenčna raven.
radona v zraku bivalnega okolja pomeni, da če Kot dodaten ukrep k aktivnemu sistemu 3 meritve pokažejo vrednosti pod 300 Bq/m , prezračevanja zemljine se lahko izvede tudi zakonodaja ne predpisuje nujnih ukrepov. Vendar pa tesnjenje oboda talne konstrukcije in je pomembno poudariti: prebojev skozi talno ploščo ter tesnjenje
tlorisne površine z radonsko zaporno folijo.
300 Bq/m3 ni varnostna meja, temveč meja,
pri kateri se priporoča začetek sanacije. Že
pri nižjih koncentracijah radona obstaja B: nove stavbe: Ukrepi za preprečevanje radona
povečano tveganje za nastanek raka na pri projektiranju in izvedbi novogradenj
pljučih.
Svetovna zdravstvena organizacija (WHO) Zakonodaja določa, da morajo biti stavbe
priporoča, da se prizadevanja za zmanjšanje projektirane, grajene in vzdrževane tako, da je
koncentracije radona začnejo že pri koncentracija radona v delovnih in bivalnih prostorih
vrednostih pod 100 Bq/m3. To je še posebej čim nižja in da ni presežena referenčna raven.
pomembno v prostorih, kjer se zadržujejo Območje Republike Slovenije je razdeljeno na dve
otroci in občutljive skupine prebivalstva. območji, in sicer na radonsko območje in zeleno
območje.
Izbira ukrepov naj temelji na velikosti preseženih
vrednosti radona in njeni oceni vpliva na zdravje Na radonskem področju: Projektiranje in
stanovalcev. Najučinkovitejši ukrep je kakovosten gradnja novih stavb na radonskem območju
gradbeni poseg na talni plošči, saj z njim omejimo vir se zagotovi s prezračevanjem zemljine pod
povišanih koncentracij radona v stavbi. talno konstrukcijo stavbe ali s popolnim
Prezračevanje prostorov in zatesnitev vidnih razpok tesnjenjem med zemljino in notranjim
ter špranj v tleh in stenah, ki mejijo na zemljino, ter zrakom z radonsko zaporno folijo. Kot
instalacijskih vodov sta primerna pri majhnih prezračevanje zemljine se štejejo tudi
preseganjih dovoljenih vrednosti, sicer sta le začasna arhitekturne rešitve, ki zagotavljajo zadostno
ukrepa. prezračevanje prostorov, ki so v stiku z
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Matjaž Valenčič
zemljino tako, da ni presežena referenčna zemljino. Neprimerno prezračevanje celo poveča
raven. Če pasivno prezračevanje zemljine ne koncentracijo radona v stavbah!
zadošča, se vgradi aktivno prezračevanje.
Na zelenem področju: Projektiranje in V stavbah je večji del leta topleje kot zunaj, zato so
gradnja novih stavb na zelenem območju je tlačne razmere v stavbah odvisne tudi od mesta
določeno enako kot na radonskem področju. oziroma višine netesnosti stavbe. Stare stavbe so bile
praviloma netesne povsod, zlasti pri vseh okenskih
odprtinah, zato je bil zračni tlak v celotni stavbi
3 Prezračevanje prostorov, popularen, a dvomljiv izenačen s tlakom zunanjega zraka oziroma tlaka v
ukrep zemljini, možnost vdiranja radona v stavbe je bila
majhna.
Ukrepi za znižanje koncentracije radona v stavbah so
zelo različni (6). Ob pripravi projekta sanacije stavbe
je treba upoštevati značilnosti objekta, temeljenje in
podkletenost zgradbe, propustnost tal pod osnovno
ploščo, in poiskati mesta, kjer radon vstopa v
zgradbo. Vstopna mesta določimo s posebnimi
instrumenti, ki merijo trenutne koncentracije radona.
Čeprav velja splošno prepričanje, da koncentracijo
radona v prostorih znižamo s prezračevanjem
prostorov, je ta ukrep dvomljiv. Vendar pa tudi Slika 5. Netesnost zgoraj,
Slika 4 Netesnost spodaj,
ureditev prezračevalnega sistema prostorov le malo stavba je v podtlaku, radon
stavba je v nadtlaku, možnost
zniža vdora radona je majhna. intenzivno vstopa.
koncentracije (običajno 20-30 %).
Prezračevalni sistemi, ki v zgradbah ustvarjajo
V kurilni sezoni je sodobna, tesna stavba takrat, ko je
dodaten podtlak, lahko privedejo tudi do nasprotnega
netesna na zgornjem delu ovoja, v podtlaku in
učinka in se koncentracija radona v prostorih zviša.
vzgonsko črpa radon iz zemljine pod stavbo (slika 5).
Povečano prezračevanje prostorov ali vzdrževanje
Izven kurilne sezone, ko je praviloma odprtih več
stalnega nadtlaka v stavbi proti zemljini sta ukrepa,
oken, je vzgonski učinek črpanja radona manjši.
ki sta lahko primerna, če je prezračevanje intenzivno,
(slika 4)
z nadtlakom. Vendar sta energetsko potratna in ju
stroka ne priporoča pri splošnem reševanju težave
Še intenzivnejši je vdor radona v stavbo, v kateri je
povišanega radona,
izmenjujoči zračni tlak zaradi dvosmerne
prezračevalne naprave (sliki 6 in 7). Kljub dobrim
4 Napačno protiradonsko prezračevanje namenom se stavba z izmenjujočim delovanjem
prezračevalnih naprav spremeni v radonsko črpalko,
Prezračevanje pomeni izmenjavo zraka. Čist zunanji ki ob podtlaku črpa radon v stavbo, ob nadtlaku pa ga
zrak vstopa v prostor, notranji pa izstopa in odnese ne zmore izriniti iz stavbe.
vsa onesnažila. Izmenjava je lahko samodejna, zaradi
fizikalnih lastnosti zraka ali mehanska, s
prezračevalno napravo. Ne glede na način izmenjave
lahko nastane v prostoru nadtlak ali podtlak. Iz vidika
izmenjave zraka je vseeno, če je prezračevanje
nadtlačno ali podtlačno, glede ogroženosti z radonom
pač ni.
Premikanje radona skozi zemljino v stavbo je
predvsem konvektivno, posledica tlačnih razlik med
plinom v zemljini in tlakom v prostorih, ki ležijo nad
Radon v stavbah in kakovost bivanja Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
Zdaj, ko poznamo nevarnosti radona in se znamo
zaščititi pred radonom, bi bilo neprimerno, da bi to
nevarnost prezrli.
6 Radonvednost
Radonvednost je akcija ozaveščanja prebivalstva in
strokovnjakov o radonu v zaprtih prostorih.
Slika 7. Dovod zraka Vključuje vse udeležence, ki se ukvarjajo z radonom
Slika 6. Ob izmeničnem v stavbah, lahko vplivajo na pojav radona v stavbah izmenične prezračevalne
delovanju prezračevalne
naprave odvod zraka ustvarja naprave ne zmanjšuje ali živijo z radonom, od načrtovalcev, projektantov,
podtlak in pospešuje vdor deleža radona v stavbi. izvajalcev do stanovalcev.
radona iz zemljine, odvede pa Izmenični dovod in odvod
se le del radona. zraka iz stavbe ustvarja Radonvednost želi podati celovite informacije o učinek radonske črpalke v
stavbo. pojavu radona v stavbah in o njegovem
preprečevanju, ob rabi stavb ter sočasni celoviti
Prezračevanje ni magična rešitev za zmanjšanje oziroma delni prenovi stavb in ob novogradnjah.
koncentracije radona v stavbi, zlasti ne, če je napačno, Vsi, ki vas zanima radon v bivalnih prostorih, ste
s podtlakom ali z izmenjujočimi tlačnimi razmerami. povabljeni, da se pridružite akciji radonvednost.
Izmenjujoče prezračevanje lahko celo ustvari učinek
radonske črpalke in pospeši uhajanje radona v stavbo.
5 Vpliv Jomkipurske vojne na radon v stavbah Literatura/References::
1. Navodila v primeru zaznanih povečanih koncentracij
Med Jomkipursko vojno in povečanjem radona v radona v stavbah javnih vzgojno izobraževalnih zavodov (viz) stavbah ni nobene neposredne povezave. Odgovor na 2. https://nijz.si/moje-okolje/uv-sevanje-in- prvo svetovno naftno krizo je bilo povečanje radon/problematika-povisanih-koncentracij-radona-v-
energijske učinkovitosti stavb, tudi z zatesnitvijo vrtcih-in-solah/
stavb. Kmalu po tem se je pokazalo, da tesne stavbe 3. https://www.gov.si/teme/zmanjsevanje-izpostavljenosti-radonu/ niso zdrave (SBS), predpisano je bilo kontrolirano 4. Pravilnik o zahtevah za novogradnje, posege v prezračevanje z vračanjem toplote za zadovoljevanje obstoječe stavbe in sanacijo obstoječih stavb zaradi
sanitarnih potreb in energijsko učinkovitost. Radon, varovanja zdravja ljudi pred škodljivimi učinki
zdravju škodljiv plin brez barve, vonja in okusa, je radona
bil prezrt. Morda so pozabili nanj zato, ker je že od 5. Dobri nameni in radonske kletke; Valenčič, M.; 11.
04. 2024; strokovno posvetovanje »S komunikacijo v
nekdaj vstopal v netesne stavbe in iz njih neovirano slovensko okoljsko modernizacijo«
izstopal. V tesnih stavbah pa je ostal ujet. Tako so 6. https://www.radon-resitve.si/radon/resitve/
sodobne, tesne stavbe postale radonske kletke. 7. Problematika povišanih koncentracij radona v vrtcih in šolah
8. Zmanjševanje izpostavljenosti radonu
Posredno, zaradi neprimerne komunikacije o 9. Proračun MOL 2021
stanovanjski kulturi, je Jomkipurska vojna vplivala 10. radonvednost
na povečanje koncentracije radona v stavbah. 11. Tehnična smernica 1-007:2023; Zaščita pred radonom
v stavbah
Postavljanje sončnih elektrarn na kmetijskih površinah- okoljski
kriminal ali trajnostna raba prostora
Setting up solar power plants on agricultural land - environmental
crime or sustainable use of space
Matjaž Valenčič
Zveza ekoloških gibanj Slovenije-ZEG
Krško, Slovenija
matjaz.valencic@gmail.com
Povzetek prste ene roke, da smo menda edina evropska
Napačne besede, navržene v eter, so nevarne, država brez plavajočih sončnih elektrarn, da je
tudi če so povedane z nasmehom. Smo v času geotermalna energija, ki ima kapaciteto
pred jedrskim referendumom, ko javni in tihi slovenske polovice jedrske elektrarne,
jedrski podporniki intenzivno oblikujejo javno spregledana, da je gradnja hidroelektrarn, ki jim
mnenje v korist novi jedrski naložbi, brez pravijo mesoreznice, ustavljena in da je
ustreznih argumentov. energijska raba organskih ostankov blokirana?
Tiho, prikrito jedrsko lobiranje se začelo že pred Ob neprimernih besedah ne smemo ostati tiho.
več kot tremi desetletji, ko je civilna družba Pogrešamo vključujoče in transparente javne
zahtevala referendum o zaprtju NEK. Zato razprave o energetski prihodnosti Slovenije.
lahko neutemeljeno in neprimerno kritiko Spodbujajmo odprt pogovor o trajnostnem
obnovljivih virov energije razumemo dvolično. energetskem prehodu.
Ko napačne besede padejo na plodna tla, se
Keywords / Ključne besede
razplamti požar negativnih čustev. Pojavijo se
Okoljski kriminal, okoljsko zavajanje, tiho
civilne iniciative, ki jim praviloma sledijo ovire
spodbujanje jedrske energije
ali prepovedi postavitev naprav za rabo
obnovljivih virov energije. To spremljamo pri
vseh možnih obnovljivih virih: vetrnih, vodnih, Abstract
geotermalnih, sončnih, izrabi organskih Wrong words projected into the ether are
ostankov … dangerous, even when said with a smile. We are
Zaradi lahkotnih izjav o obnovljivih virih, ki so in the time before the nuclear referendum, when
lahko napačno razumljene, država nazaduje na public and silent nuclear supporters are
področju rabe obnovljivih virov. Taktika intensively shaping public opinion in favour of
jedrskih zagovornikov je videti preprosta: a new nuclear investment, without adequate
blokiranje obnovljivih virov toliko časa, da bo arguments.
jedrska energija spoznana za edino možnost. Je Silent, covert nuclear lobbying began more than
to razlog, da vetrne elektrarne preštejemo na three decades ago, when civil society demanded
a referendum on the closure of the NPP NEK.
Permission to make digital or hard copies of part or all of this work for personal or Therefore, the unfounded and inappropriate
classroom use is granted without fee provided that copies are not made or distributed criticism of renewable energy sources can be
for profit or commercial advantage and that copies bear this notice and the full
citation on the first page. Copyrights for third-party components of this work must understood in two ways. be honored. For all other uses, contact the owner/author(s).
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia When the wrong words fall on fertile ground, a
© 2024 Copyright held by the owner/author(s). fire of negative emotions is ignited. Civil
DOI https://doi.org/10.70314/is.2024.env.12 initiatives appear, which are generally followed
Information Society 2024, 7–11 October 2024, Ljubljana,
Matjaž Valenčič
Slovenia
by obstacles or bans on the installation of Poved z nasmehom
devices for the use of renewable energy sources.
We monitor this for all possible renewable Zanimiva je trditev, ki se ponavlja v medijih in
sources: wind, water, geothermal, solar, use of v družbenih omrežjih, da je postavljanje
organic residues... sončnih elektrarn na kmetijskih površinah,
Due to light statements about renewable namesto na strehah stavb, okoljski kriminal (1).
resources, which can be misunderstood, the
country is regressing in the field of renewable Podobne so tudi trditve, da so vetrne elektrarne
resources. The tactic of nuclear advocates okolju škodljive, ker se dotrajanih kril ne da
seems simple: block renewables for so long that reciklirati, da ne govorimo o neslišnem hrupu,
nuclear power is recognized as the only option. ki ga nekateri okoljevarstveniki slišijo tudi
Is this the reason that wind power plants can be mnogo kilometrov daleč ali o ptičih, ki se
counted on the fingers of one hand, that we are zaletavajo v krila vetrnih turbin. Čeprav sodijo
floating solar power plants, that geothermal širijo med prebivalstvom in po družbenih omrežjih. energy, which has the capacity of half of supposedly the only European country without te trditve v psevdoznanost (15), se neovirano
Slovenia's nuclear power plant, is overlooked,
that the construction of hydroelectric power Nasprotniki hidroelektrarn opozarjajo na
stopped and that the energy use of organic raznovrstnosti, na neprimerne prehode za vodne organizme … Zato predlagajo rušenje vseh residues is blocked? plants, which are called butchers, has been kopičenje mulja (8), na izgubo biotske
We must not remain silent in the face of naj bi ostala reka brez jezov (9). Ob tem, da je jezov hidroelektrarn! Še več, slovenska Mura
inappropriate words. We miss inclusive and na avstrijskem delu Mure vsaj 22 večjih HE
transparent public debates on Slovenia's energy skupne moči 350 MW, na slovenski le ena mala,
future. moči 0,5 MW (11). Avstrijska pretočna
Let's encourage an open conversation about a elektrarna Kalsdorf (12), ki smo si jo ogledali
sustainable energy transition. med gradnjo (10), je vzor sonaravne gradnje.
Takrat so investitorji predstavili načrtovane
Optional: Keywords ukrepe za varovanje okolja (ohranjanje
Environmental crime, environmental deception, zamočvirjenih področij, slepih rokavov, otokov
tacit promotion of nuclear energy …), ki kljub elektrarni omogočajo biotsko raznovrstnost in pestrost. Prepričani smo, da so
investirali v varovanje okolja zaradi splošne
okoljske zavesti, ki je posledica dolgoletnih
usklajenih aktivnosti avstrijskih
okoljevarstvenih organizacij. Ne, tega slovenski
varuhi voda ne morejo videti, menda imajo
plašnice na očeh.
Druga plat medalje
Jedrski zagovorniki nekritično zagovarjajo
jedrsko energijo kot edino možnost za trajnostni
energetski prehod in za konkurenčno
gospodarstvo. Pozivi k dialogu o energetskem
prehodu so cenzurirani (14), članki (13), ki
Slika 1: Fragments of wind turbine blades await burial at
the Casper Regional Landfill in Wyoming. Photographer: apelirajo na pogovor o jedrski energiji,
Benjamin Rasmussen for Bloomberg Green; Zavajajoča spregledani.
fotografija, ki jo širijo nasprotniki vetrnih elektrarn v
Sloveniji. Tega v Sloveniji ni. Smo v času referenduma o JEK2. Vprašanje je,
ali je javnost obveščena v skladu z določili
Information Society 2024, 7–11 October 2024, Ljubljana,
Postavljanje sončnih elektrarn na kmetijskih površinah
Slovenia
Aarhuške konvencije, saj še niso objavljeni
podatki, ki jih izrecno zahteva Resolucija o
dolgoročni miroljubni rabi jedrske energije v
Sloveniji »jedrska energija za prihodnost
Slovenije« (REDMRJE) (16) za izvedbo
projekta JEK2. Hkrati pa vemo, da je ta
referendum popolnoma nepotreben, saj GEN že
18 let neovirano pripravlja naložbo novo
jedrsko elektrarno. Čemu naj javnost zdaj Slika 2: Besedna zveza »pecunia non olet« se še danes
podpre ta referendum, brez potrebnih podatkov uporablja za trditev, da vrednost denarja ni omadeževana
(18), ob pomanjkanju vključujoče in z njegovim izvorom. Danes bi bilo morda primernejše
transparente javne razprave o energetski zapisati, da denar ne seva. Vir: wikipedia, Pripis: Classical
prihodnosti Slovenije in ob popolni odsotnosti Numismatic Group, Inc. http://www.cngcoins.com
ključnih informacij o projektu JEK2?
Sončne elektrarne na kmetijskih površinah?
Dejanski okoljski kriminal
Kaj hudega so naredile sončne elektrarne na
Nasprotovanje dobremu je slovenska kmetijskih površinah, da jih imenujemo
energetska posebnost. Skupno vsem »okoljski kriminal«? Res je, da sončna
popularnim okoljskim trditvam je slepa vera v elektrarna ne sme konkurirati kmetijskim
urbane legende. Res se je dogajal okoljski proizvodom. To zgodbo, hrana ali energija, smo
kriminal, ampak, namesto bi ga družba že prerasli. Proizvodnja energije ne sme
preprečevala, ga dopušča, hkrati pa ovira nadomestiti proizvodnje hrane.
marsikaj, kar je dobro. Bolje bi bilo, če bi se
družba usmerila v preprečevanje slabega. Polemiziramo s trditvijo, da na njive ni
Vpišimo ekocid v ustavo in prenesimo direktivo primerno postavljati sončnih elektrarn, ki bi
o okoljski kriminaliteti (6) v pravni red; ovirale kmetovanje, saj Imamo dovolj drugih
zahtevajmo, da se to izvaja. površin, kjer so sončne elektrarne dobrodošle:
strehe večjih stavb, parkirišča, vodne površine,
Ne, ribarjenje v kalnem je donosna dejavnost za ograje ob avtocestah … Kaj pa, če bi sončne
marsikatero nevladno organizacijo, ki ima tiho, elektrarne sobivale s kmetijskimi površinami in
a močno podporo zagovornikov jedrske jih ne bi prekrivale?
energije.
O jedrski energiji slišimo same sladke besede. Agrofotovoltaika (agrovoltaika) in
Kritika jedrske skupnosti je utišana, prostostoječa sončna elektrarna
cenzurirana, preganjana. Da slovenska jedrska
skupnost ne spoštuje zavez, da dokazano Kmetijsko zemljišče, na katerem stoji sončna
nezakonito troši denar (17), da kupuje javno elektrarna, lahko po postavitvi elektrarne v
mnenje, da v svoje načrte vključuje celotno polni meri ohrani svoji primarno (kmetijsko)
državno politiko, o tem se ne govori. Jedrski funkcionalnost in jo celo poveča, lahko pa jo
kriminal je doma nekje drugje, na Japonskem, ohrani samo v omejenem obsegu. Če postavimo
na Češkem (4) ali v Franciji. sončno elektrarno nad sadovnjak ali nasad
malin, govorimo o agrovoltaiki. Če pa
postavimo elektrarno na zemljišče, ki je
deklarirano kot kmetijsko, na njem pa raste
goščavje in je dotlej gospodarsko
neizkoriščeno, potem gre za klasično
prostostoječo sončno elektrarno, zemljišče pa
jo lahko lastnik istočasno izkorišča tudi za
kmetijske namene, npr. pašo drobnice.
Information Society 2024, 7–11 October 2024, Ljubljana,
Matjaž Valenčič
Slovenia
Agrovoltaika ne pomeni zgolj proizvodnje
električne energije, ampak upošteva celotno
korist, ki jo ima kmet od boljše, bolj kakovostne
kmetijske pridelave (zaščita rastlin pred
ožigom, zaščita pred točo) in hkrati dodatno
proizvodnjo energije.
Kot piše MOPE(2), je agrovoltaika tehnologija,
ki združuje kmetijstvo in fotovoltaične sisteme Slika 3 Sicer si ne predstavljamo vinogradov na Krasu v
za proizvodnjo električne energije. Gre za sožitju s sončnimi elektrarnami, v manj vetrovnih krajih pa
integracijo fotonapetostnih panelov v kmetijsko bi bilo zanimivo. Foto: Naš stik
infrastrukturo, na primer na poljih, vinogradih
ali drugih kmetijskih površinah. Namen Koruptivna tveganja?
agrovoltaike je izkoristiti kmetijsko zemljišče
za dva namena: za pridelavo hrane ali rastlin ter Predlagamo premišljeno načrtovanje postavitve
hkrati za proizvodnjo obnovljive električne agrovoltaike, da ne bo doživela enake usode kot
energije. Prinaša številne prednosti: zmanjšanje bioplinarne. Če se prav spomnimo, afera
izhlapevanja vode zaradi senčenja, zaščito bioplinarn ni dobila epiloga, očitno je bilo tako
rastlin pred vremenskimi vplivi, izboljšanje veliko denarja odtujenega in razdeljenega, da
učinkovitosti rastlin zaradi regulacije svetlobe, organi pregona niso bili motivirani. Podatki o
zmanjšanje emisij toplogrednih plinov in gradnji dveh bioplinarn so šokantni, policija je
diverzifikacijo dohodka. Hkrati pa je treba tudi ugotovila veliko oškodovanje državnega
vedeti, da niso primerna kombinacija z vsemi proračuna in bank, saj najetih kreditov vlagatelji
kmetijskimi proizvodi. Niso univerzalna niso vrnili, pred stečajem pa so vrednejše dele
rešitev, temveč jih je treba premišljeno bioplinarn odpeljali neznano kam (4). Podjetja,
postavljati. ki so gradila bioplinarne, so poslovala z izgubo,
zemljišča pa so zavarovali z zemljiškim
Naš stik (3) navaja, da lahko namestitev sončnih dolgom. Proizvodnja električne energije ni
panelov pri gojenju hrane izboljša zadrževanja nikoli zaživela, dolgovi so ostali upnikom,
vode v sušnih letih in zaščiti pridelke pred kmetom in državi. Ker so v zgodbo vpletena
ekstremnimi vremenskimi razmerami, v zasebna podjetja in politika, obstaja tveganje za
nekaterih primerih pa lahko poveča kmetijski sistemsko korupcijo, saj so verjetno nekatere
donos. Za jagodičevje ali sadje lahko odločitve politike pripomogle k pridobitvi
agrovoltaika omogoči povečanja pridelka do 16 premoženjske koristi posameznikov, ki so
odstotkov, hkrati pa proizvede 63 odstotkov največjo škodo povzročili bankam v državni
električne energije tradicionalne sončne lasti.
elektrarne. Pri posevkih, ki potrebujejo več
svetlobe, kot je pšenica, znaša izgub pridelka
pod 20 odstotkov, dodani prihodki od prodaje Energija ali hrana? Oboje!
električne energije pa močno odtehtajo manjši
prihodek od pridelanega žita. Nekako smo obremenjeni od okoljske
nevarnosti fosilnih energentov. Če se ne motim,
so nemški proizvajalci avtomobilov dobili
dovoljenje proizvodnje ICE avtomobilov tudi
po letu 2035, če bodo uporabljali biogorivo (7).
Je to za okolje dobro ali slabo?
Information Society 2024, 7–11 October 2024, Ljubljana,
Postavljanje sončnih elektrarn na kmetijskih površinah
Slovenia
Izračun 1:200
Malo se poigrajmo z oceno donosa. Ocena, tudi
če ima majhno napako, je bolj točna kot
natančen izračun z napačnimi vhodnimi
podatki.
Slika 4: primerjava energetske rabe zemljišč za mobilnost
Povprečen donos koruze je 8,5 t/ha. Iz tega
Indijske izkušnje kažejo, da je iz kmetijskih
lahko pridobimo približno 1.000 l biogoriva,
površin možno dobiti pogonsko gorivo za avto
kar je dovolj za vožnjo povprečnega avtomobila
z notranjim zgorevanjem. To je dobro. En
z notranjim zgorevanjem za eno leto. En avto na
hektar kmetijskih površin zadošča za eno leto
hektar.
vožnje povprečnega avtomobila.
Kaj pa, če bi na tem hektarju imeli sončno
Kaj pa, če bi na tem zemljišču postavili sončno
elektrarno? Ob predpostavki, da je fotovoltaika
elektrarno in s pridelano elektriko poganjali
20-krat bolj učinkovita od fotosinteze, torej
električne avtomobile? Tudi to bi šlo, kar je
dobimo 20-krat več energije.
dobro. Pravzaprav, odlično. En hektar
kmetijskih površin zadošča za eno leto vožnje
Ob predelavi koruze v biogorivo je precej izgub,
dvesto povprečnih avtomobilov (5.) Razmerje
upoštevamo 50 %, elektrika pa poganja e-avto z
1:200 pa je veličastno. Je torej, za razogljičenje
zanemarljivimi izgubami. Ne nazadnje, avto na
mobilnosti, bolje primešavati fosilnim
elektriko potrebuje pet krat manj energije kot z
energentom majhen delež biogoriv ali
motorjem z notranjim zgorevanjem. Ko
proizvajati elektriko za elektromobilnost?
zmnožimo 20 in 5 ter delimo z 0,5, dobimo
dvesto. Dvesto avtov na hektar.
Vprašanje je, ali je v te luči sončna elektrarna na
kmetijskih površinah še vedno okoljski
kriminal. Dvestokrat večji učinek? Kmet ustvari Vztrajati v napačnih odločitvah ali odpraviti
dvestokrat več, brez škode okolju, in zato napake?
postane okoljski kriminalec?
Motiti se je človeško, v zmoti vztrajati pa
Kaj pa, če bi malo popustili in vgradili sončne hudičevo, je ugotovil Seneka, najprej vzgojitelj,
panele z manjšimi razmiki med njimi, da bi pozneje svetovalec rimskega cesarja Nerona.
prepuščali 20 % svetlobe in omogočili
padavinam dostop do zemlje? Na hektarju Bodo nezreli, neodgovorni kritiki sončnih
kmetijskih površin bi dobili približno 80 % elektrarn priznali, da so se motili in bodo
poljščin in elektrike za 160 avtomobilov, kar dopustili sončne elektrarne na kmetijskih in
tudi ni mačji kašelj. vodnih površinah? In drugo vprašanje, ali bodo
okoljevarstveniki nasprotovali okoljskemu
kriminalu, ki ga sedaj tiho podpirajo?
Predlagamo okoljsko osveščanje namesto
novega ludističnega gibanja, oviranja
obnovljivih virov brez razumnih razlogov.
Slika 5: Agrovoltaika omogoča dvojno rabo zemljišča ob
le malo manjšem kmetijskem donosu, pri nekaterih
poljščinah pa dodatno ščiti rastline pred premočnim
soncem, pozebo ali sušo.
Information Society 2024, 7–11 October 2024, Ljubljana,
Matjaž Valenčič
Slovenia
Literatura/References: del-globalne-kampanje-WWF-za-prosto-tekoe-
reke
1. Dr. Matjaž Gams: »Woke« kultura je zrcalna 10. TEŠ6 ali obnovljivo; www.zaensvet.si;
slika fašizma; www.delo.si; https://zaensvet.si/wp-
https://www.delo.si/novice/slovenija/dr-majaz- content/uploads/2020/01/TE%C5%A06-ali-
gams-woke-kultura-je-zrcalna-slika-fasizma obnovljivo.pdf
2. Tehnična določitev postavitve agrovoltaike na 11. Nova jedrska ekonomika; www.zaensvet.si;
kmetijskih zemljiščih; www.energetika- https://zaensvet.si/nova-jedrska-ekonomika/
portal.si; https://www.energetika- 12. Pretočna elektrarna Kalsdorf,
portal.si/nc/novica/n/tehnicna-dolocitev- www.verbond.com;
postavitve-agrofotovoltaike-na-kmetijskih- https://www.verbund.com/en-at/about-
zemljiscih/ verbund/power-plants/our-power-
3. V agrovoltaiki velik potencial za energetsko in plants/kalsdorf
prehransko varnost; www.nas-stik.si/novice; 13. Zakaj (ne) govorimo o novi jedrski elektrarni;
https://www.nas-stik.si/novice/podrobnosti- Valenčič, M.; EGES 4/2014
novice/v-agrofotovoltaiki-velik-potencial-za- 14. NEK bi preživela tudi potres osme stopnje:
energetsko-in-prehransko-varnost www.zaensvet.si; https://zaensvet.si/nek-bi-
4. Primer sistemske korupcije: gradnja bioplinskih prezivela-tudi-potres-osme-stopnje/
elektrarn v Sloveniji; www.policija.si; 15. Vetrne elektrarne; www.sl.wikipedia.org;
https://www.policija.si/images/stories/Publikaci https://sl.wikipedia.org/wiki/Vetrna_elektrarna
je/PDF/Korupcija.pdf 16. Resolucija o dolgoročni miroljubni rabi jedrske
5. Obnovljivi viri energije v prometu; energije v Sloveniji »jedrska energija za
www.zaensvet.si; https://zaensvet.si/obnovljivi- prihodnost Slovenije« (REDMRJE);
viri-energije-v-prometu/ www.pisrs.si ;
6. Direktiva o okoljski kriminaliteti; https://pisrs.si/pregledPredpisa?id=RESO155
www.zaensvet.si; https://zaensvet.si/direktiva- 17. Učinkovitost strateškega načrtovanja
o-okoljski-kriminaliteti/ dolgoročnega izkoriščanja jedrske energije za
7. Po letu 2035 bodo lahko na prodaj avtomobili na proizvodnjo električne energije in načrtovanja
e-goriva; www.avto-fokus.si; proizvodnje električne energije v jedrskih
https://www.avto- elektrarnah; Računsko sodišče; www.rs-rs.si;
fokus.si/Novice/prepoved_po_letu_2035_po_le https://www.rs-
_letu_2035_bodo_lahko_na_prodaj_avtomobili rs.si/fileadmin/user_upload/Datoteke/Revizije/2
_na_e-goriva 019/DrugiBlok_NEK/DrugiBlokNEK_SP06-
8. Škodljivi vplivi hidroelektrarn na ribe; 16.pdf
www.dprs.si; https://www.dprs.si/sl/193- 18. JEK2: Referendum na slepo;
skodljivi-vplivi-hidroelektrarn-na-ribe.html www.greenpeace.org ;
9. Mura del globalne kampanje WWF za prosto https://www.greenpeace.org/slovenia/sporocilo-
tekoče reke; www.wwfadria.org; za-javnost/50936/jek2-referendum-naslepo/
https://www.wwfadria.org/sl/?322710/Mura-
Skrivnost ljubljanske pitne vode in kanal C0
The secret of Ljubljana's drinking water and the C0 canal
mag. Tomaž Ogrin
tomaz.ogrin@ijs.si
Institut “Jožef Stefan”
Jamova cesta 39, 1000
Ljubljana, Slovenija
POVZETEK
V prispevku odkrivamo razlog za čisto pitno vodo Ljubljane Is the gravel suf icient as a ilter for groundwater from the
in projekt, ki jo ogroža. Ljubljana, glavno mesto Slovenije z Sava River to produce clean drinking water? It turns out that
blizu 300.000 prebivalci in z več kot 100.000 dnevnih it is not. The secret of Ljubljana’s drinking water from this
obiskovalcev ima vir pitne vode, ki je ni potrebno kemijsko source lies in biological iltration. A biological ilter is made
obdelati, na primer klorirati. Podtalnica prihaja od reke Save up of organisms that live in the dark under harsh living
in se črpa v glavnem na dveh črpališčih, Kleče in Sentvid v conditions. It was only in 2024 that the general public was
obsegu 90 odstotkov pitne vode za mesto. Začetki črpanja made aware of the discoveries made by Dr. Cene Fišer about
segajo v leto 1890. Večje območje je zaščiteno z uredbo o the rich underground life of diverse but sensitive organisms
Ljubljanskem polju, ki je po sestavi slabo sprijet prod. and their function in purifying groundwater from the Sava
Ali je prod kot ilter za podtalno vodo iz Save dovolj za River.
nastanek čiste pitne vode? Izkazalo se je, da ne. Skrivnost The mystery came to light amid protests from the
ljubljanske pitne vode iz tega vira je v biološkem iltriranju. professional and other public over the construction of a large
Biološki ilter sestavljajo organizmi, ki živijo v temi ob težkih 1.2 m diameter C0 canal through the area, which would also
življenjskih pogojih. Sirša javnost je bila šele v letu 2024 carry faecal and industrial wastewater from the
seznanjena z odkritji doc. dr. Ceneta Fišerja o bogatem municipalities of Medvode and Vodice. Contamination of the
podzemnem življenju raznovrstnih, a občutljivih organizmih biological ilter would mean its destruction and thus pure
in njihovi funkciji pri čiščenju podtalnice iz Save. drinking water.
Skrivnost je prišla na dan ob protestih strokovne in druge Another important element in the protection of this drinking
javnosti zaradi gradnje velikega kanala C0, premera 1,2 m water is the fact that the Ljubljansko polje aquifer is a critical
skozi to območje, ki bi odvajal fekalije in industrijske odplake infrastructure under the EU directive and Slovenian law,
tudi iz občin Medvode in Vodice. Onesnaženje biološkega which is also a national security concern.
iltra bi pomenilo njegovo uničenje in s tem čiste pitne vode.
Pomemben element zaščite te pitne vode je tudi dejstvo, da KLJUCNE BESEDE
vodonosnik Ljubljanskega polja spada v kritično Pitna voda, biološki ilter, kanal C0, Ljubljansko polje, EU
infrastrukturo po EU direktivi in slovenskem zakonu, kar projekt spada tudi v skrb za nacionalno varnost.
odstraniti iz območja. Gradnja kanala C0 je del evropskega Obstajajo alternativne rešitve brez kanala C0, ki ga bo treba KEYWORDS
projekta: Odvajanje in čiščenje odpadne vode na območju Drinking water, biological ilter, C0 canal, Ljubljansko polje,
vodonosnika Ljubljanskega polja (2017). EU project
ABSTRACT 1. UVOD In this article, we discover the reason for Ljubljana’s pure Avgusta 2017 je bil Sloveniji odobren evropski projekt: drinking water and the project that threatens it. Odvajanje in čiščenje odpadne vode na območju Ljubljana, the capital city of Slovenia with nearly 300,000
inhabitants and more than 100,000 daily visitors, has a vodonosnika Ljubljanskega polja. Celotni projekt
source of drinking water that does not need to be chemicaly sestavljajo 3 deli (1):
comes from the Sava River and is mainly pumped at two odpadne vode v občinah Medvode (22 km) in Vodice (9,1 pumping stations, Kleče and Sentvid, which account for 90 % km) ter izgradnja povezovalnega kanala C0 v Mestni občini treated, for example chlorinated. Drinking groundwater Del 1: Nadgradnja sistema odvajanja komunalne
larger area is protected by the Ljubljansko polje Regulation, Ljubljana (MOL), of the city’s drinking water. Pumping dates back to 1890. The
which is composed of poorly adhered gravel. Del 2: Izgradnja III. faze Centralne čistilne naprave
Ljubljana,
Permission to make digital or hard copies of part or all of this work for Del 3: Dograditev kanalizacije v aglomeracijah v Mestne
personal or classroom use is granted without fee provided that copies are not
made or distributed for profit or commercial advantage and that copies bear občine Ljubljana.
this notice and the full citation on the first page. Copyrights for third-party Celotna vrednost investicije je 135.623.985 evr (z DDV), od
components of this work must be honored. For all other uses, contact the
owner/author(s). tega EU 68.879.165,20 evr (85%), država 12.155.146,80
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia evr (15%), vse tri občine pa 54.589.673 evr. http://doi.org/10.70314/is.2024.env.13
Informacijska družba, 2024, 9.- 13. Oktober 2024, Ljubljana, Slovenija T.Ogrin
potres, napake pri vgradnji, rezanje cevi, vijugasta
V tem prispevku obravnavamo Del 1, kanal C0, ki je od vgradnja…).
Broda do Crnuč v dolžini 4,1 km vgrajen v vodovarstveno
območje in bi odvajal tudi odpadne vode iz občin Medvode 2. Kanal C0 bi zanesljivo ogrozil čisto pitno vodo
in Vodice. Po zaslugi krajanov, zbranih v Civilni iniciativi za čisto pitno
Potek trase kanala C0, toka podzemne vode in lokacije vodo (CI), mednarodnega društva Alpe Adria Green (AAG)
črpališč. Kanal C0 križa tok podtalnice. Vsako puščanje gre v ter odvetnika, kanal C0 še ni v celoti zgrajen. V območju
tok podtalnice. Crnuč manjka še okrog 120 m. Zaradi nezakonito vodenega
postopka projekta in strokovnih napak, se nadaljevanje
rešuje na sodišču.
V CI sodeluje več strokovnjakov za komunalno
infrastrukturo z mednarodnimi izkušnjami, v njej sodelujem
s prispevki v medijih (npr.: Dnevnik).
Zaradi predvidenega ogrožanja pitne vode je Državni zbor
ustanovil Preiskovalno komisijo o ugotavljanju zlorab in
nezakonitosti pri gradnji povezovalnega kanala C0 na
območju ljubljanskega vodonosnika Ljubljanskega polja
(Komisija). Komisija je imela 12.9.2024 že 16. sejo s
pričanjem vabljenih, tokrat zdravnica in epidemiologinja
prof. dr. Dodič Fikfak (2).
Povzemamo nekaj ugotovitev strokovnih študij in
Poliestrske cevi kanala , premera 1,2 m.
postopkovne revizije, na osnovi katerih lahko trdimo, da bi
do puščanja kanala C0 in onesnaženja čiste pitne vode za
Ljubljano zagotovo prišlo.
2.1. Revizija Ministrstva za okolje in prostor (MOP)
2019 ugotavlja, da je iz postopkov in dokumentov razvidno,
da ni garancije, da kanal C0 ne bi puščal. Povezava na
revizijo je v objavi mednarodnega društva Alpe Adria Green
(3).
2.2. Izdelana je bila Ocena potresne varnosti na trasi
kanalizacijskega zbiralnika C0 (HGEM d.o.o., 2017).
Zaradi gradnje na potresnem območju bi kanal moral biti
zgrajen po mednarodnem standardu ISO:16134:2006 pa ni
bil. Standard zahteva ustrezen material in tip cevi ter spojev
in poseben način vgradnje.
Traso kanala prečka Zužemberški geološki prelom, Prelomi
so nevarne podzemne strukture, kar situacijo kanala še
poslabšuje.
Omenjeno poročilo ugotavlja, da na trasi ni bilo izvedenih
''osnovnih geomehansko inženirsko geoloških raziskav'' , ki bi
omogočile oceno za pojav likvifakcije (zmehčanja tal) ob
potresu ter o možni prisotnosti strižnih sil na tej dolžini 4,1
km med Brodom in Crnučami. Zato so predlagali ustrezne
preiskave, ki pa niso bile izvedene.
Take preiskave so bile izvedene pri gradnji HE Brežice (4).
Tla iz slabo sprijetega peska so bila zamenjana zaradi
nevarnosti likvifakcije in porušitve jezu. Podobna tla,
prodno-peščena zemljina, sestavljajo vodonosnik
Ljubljanskega polja.
2.3. Geološko poročilo, 2018: Program zaščite podzemne
Po izjavah strokovnjakov je tesnenje pri tako velikem
premeru nezadostno za fekalije in industrijske odplake, ob (Geološki zavod Slovenije). vode v času gradnje povezovalnega cevovoda C0 Poročilo ocenjuje tudi razmere
mnogih vplivih na cevi na veliki dolžini 4,1 km (vzgon, med obratovanjem kanala C0. Povzetek (5).
Informacijska družba 2024, 9.–13. oktober 2024, Ljubljana, Slovenija T. Ogrin
V scenariju normalnega razvoja dogodkov so ocene puščanja
kanala. Izgube odpadne vode (puščanje) se do 1 % ne dajo
zaznati. Pri polnem pretoku 930 l/s je tako puščanje 9,3 l/s.
Dnevno to pomeni okrog 800 m3 puščanja fekalij in
industrijskih odplak na 4,1 km brez zaznave. Kanalizacijski
standardi dopuščajo tak delež puščanja kot normalen.
Na najbolj občutljivem 2,2 km delu trase, v zaledju vodarn
Šentvid in Kleče, se puščanje brez zaznave ocenjuje na 1,8 l/s,
kar pomeni 155 m3/dan. Za tako puščanje so dovolj razpoke
širine 0,087 mm.
Scenarij najslabše možnosti, torej večje razpoke ali napake
pri vgradnji, pa pomeni še bistveno višje količine izpustov v
podtalnico s čisto pitno vodo.
Hitrost podtalnice od Save do Kleč je velika, 20 m/dan.
Puščanje kanala hitro doseže črpališče.
gradnji hidroelektrarn blizu Ljubljane. Več kot sto dni na leto MEHKEJŠE NASUTJE – VEČJI UČINEK VZGONA Poročilo tudi ocenjuje možnost vzgona ob poplavah ali
je v določenih predelih pričakovati vzgon zaradi dviga Namesto izkopanega peska so na nekaj odsekih nasuli mehko
podtalnice, ki lahko odpre ali zamakne spoje cevi, da kmetijsko zemljo, pesek pa tržili naprej. Učinek vzgona bi bil
nastanejo reže. večji, kar pomeni večje pomike cevi in nastajanje rež na
spojih.
2.4. Geološko poročilo, 2020: Dodatna analiza potresne
nevarnosti na območju povezovalnega kanala C0 v
Mestni občini Ljubljana (Geološki zavod Slovenije).
Posebej je obdelana prisotnost aktivnega Žužemberškega
preloma, ki v domnevnem poteku trikrat prečka kanal C0. V
zaključku ocenjujejo možnost potresa s površinskim
pretrgom velikosti 10 cm. Predlagajo dodatne geofizikalne
preiskave ter močno priporočajo izvedbo celovite
verjetnostne analize PFDH (Probabilistic Fault Displacement
Hazard Analysis). Upravičeno domnevamo (nasveti iz leta
2020, ko je velik del kanala že izgrajen), da noben predlog
ni bil izveden.
2.5. Nestrokovna in malomarna vgradnja kanala C0.
REZANJE CEVI – TESNENJE?
(slike: zasebni arhivi, vendar že predstavljeni javnosti)
Rezanje cevi in improvizacija s tesnili – proizvajalec cevi ne
DVIG PODTALNICE – VDOR V KANAL
odgovarja več za tesnost spojev. Ali sploh odgovarja in koliko
Lanske poplave so razkrile, sicer izven poplavnega
let ter ob potresih in vzgonu?
območja, torej ne gre za vdor umazane savske vode skozi
jaške, ampak za velike razpoke v že vgrajenem kanalu.
Narasla podtalnica je namreč vdrla (posnet video toka pitne
vode v kanalu) v kanal, kar pomeni, da gre za malomarno
vgradnjo in je puščanje zagotovljeno.
VZGON
Kot se spomnimo iz izike, bo vzgon večji, če so potopljeni
volumni večji. Kanal C0 s premerom 1,2 m predstavlja tak
velik volumen, ki je lahko delno ali ni napolnjen z
odplakami. Primer premika in izmeta vgrajenih cevi večjega
premera se je zgodil v Sneberjah ob lanskih poplavah. Gre za
priključne cevi na kanal C0. VIJUGASTO VGRAJEN KANAL
Na določenih odsekih je kanal vgrajen vijugasto, kar pri
velikem premeru vzpostavlja napetosti v tesnenju in v
primerih premikov (potres, vzgon) olajša odpiranje spojev.
Viden je tudi nedovoljen poseg, zaradi improvizacije
investitorja, MOL, na zasebno njivo zaradi potrebne velike
delovne širine pri vgradnji kanala. Prišlo je do protestov in
nasilja varnostnih služb.
Informacijska družba, 2024, 9.- 13. Oktober 2024, Ljubljana, Slovenija T.Ogrin
med prodom, čistijo podtalnico, ki pride od Save v
Ljubljansko polje, kar prikazuje slika.
Opomba: Človeška ribica na sliki ni del procesa čiščenja, ne
živi v produ, je del podzemne favne iz predavanja doc..dr.
Fišerja (Cankarjev dom) (7).
Sele zdaj lahko razumemo, zakaj imamo v Ljubljani čisto
MALOMARNA VGRADNJA – REŽE pitno vodo neposredno iz podtalnice, že stoletja.
Civilna iniciativa je skozi jaške ugotovila obstoječe reže. Vidi
se vdor peska skozi režo. Po javno objavljenih napakah pri Puščanje iz kanala C0 bi naš biološki ilter, ki je nastajal
vgradnji je investitor, Mestna občina Ljubljana, naročil stoletja, uničilo.
varjenje pokrovov jaškov. Na to je dr. Fišer že leta 2016 pisno opozoril Agencijo RS za
okolje (ARSO) in MOL ter župana Ljubljane, a so opozorila
ignorirali. Se več, ARSO je odločil, da presoja vplivov na
okolje, kjer bi seveda morali upoštevati biološki ilter in
kanal C0 odkloniti, ni potrebna!
Slika prikazuje podzemno favno iz predavanja, ki zajema
širšo tematiko podzemnega sveta, razen školjk in človeških
ribic, so drugi prikazani organizmi tudi v vodonosniku
Ljubljanskega polja (7).
Foto: T. Delić
Ljubljanski vodonosnik je vroča točka, evropskega in
svetovnega pomena. Ta termin se uporablja za podzemlje,
kjer je izjemno visoka pestrost podzemnih organizmov. V
Ljubljanskem polju so jih odkrili kar 29, merilo za vročo
točko pa je 25. Razvoj mnogih teh organizmov se odvija že
več deset milijonov let (8).
3. Nastanek ljubljanske čiste pitne vode – biološki ilter
Skrivnost ljubljanske čiste pitne vode, ki ne potrebuje
kemične obdelave, na primer kloriranja, je prišla do širše
javnosti šele v letošnjem letu na seji Komisije. Skrivnost nam
je na 11. seji (29.5.2024) razkril doc. dr. Cene Fišer iz
Biotehnične fakultete (6).
Biofilm bakterijske flore na produ in podzemni
organizmi (favna, nevretenčarji), ki živijo v prostorih
Informacijska družba 2024, 9.–13. oktober 2024, Ljubljana, Slovenija T. Ogrin
razlogi. Občina Medvode je izstop morala plačati z blizu
350.000 evri (11).
Vodice bi se pa lahko priključile na domžalsko čistilno
napravo.
4.3. Dodatno varovanje ljubljanske čiste pitne vode
Vodonosnik Ljubljanskega polja spada v kritično
infrastrukturo, saj napaja več kot 100.000 prebivalcev.
Kritična infrastruktura je opredeljena z evropsko direktivo
in slovenskim zakonom (12). Predstavlja pomemben
element nacionalne varnosti.
4.4. Biološki filter
Za široko javnost povsem nov in ključen element pri
nastajanju čiste pitne vode za glavno mesto Slovenije z
okrog 300.000 prebivalci in preko 100.000 dnevnih
obiskovalcev, z bolnišnicami, šolami, hoteli in drugo
funkcionalno infrastrukturo, je s projektom kanala C0
zanesljivo ogrožen in z njim čista pitna voda. Procesi
nastajanja tega filtra so počasni, stoletni in njegovo uničenje
Slika prikazuje razvoj podzemnega rakca iz rodu slepih bi prineslo za več sto let uničenje vira čiste pitne vode.
postranic (Niphargus) (8).
4.5. ZAKLJUČEK
Dela na kanalu C0 je treba takoj ustaviti, sporočiti evropski
komisiji o spremembi projekta in že vgrajen kanal C0
odstraniti iz vodonosnika. Strokoven predlog prof. dr.
Duhovnika je bil jasno postavljen na Komisiji (13).
4. RAZPRAVA IN ZAKLJUČEK
4.1. O imenu projekta LITERATURA
''Odvajanje in čiščenje odpadne vode na območju 1. MOL, občina Medvode, občina Vodice
vodonosnika Ljubljanskega polja.'' Znano je, da kanal C0 https://www.cistozate.si/o-projektu
premera 1,2 m preko vodonosnika nima nobenega priključka 2. Fikfak, D., (2024), Komisija, 16.seja,
iz območja kakršnekoli odpadne vode iz vodonosnika, ki bi jo https://365.rtvslo.si/arhiv/seje-preiskovalnih-
bilo treba čistiti. Razumevanje naslova je AAG preveril pri komisij/175071670
evropski komisiji. V dopisu 3. Alpe Adria Green, (2019), (9) kot rezultat tega dela projekta
navajajo: h ps://alpeadriagreen.org/2019/12/20/povezovalni- ''As a result it will improve the quality of the aquifer
for the abstraction of drinking water in the first place kanal-c0-notranjerevizijsko-porocilo-.''
V prevodu: ''S tem se bo izboljšala kakovost vodonosnika, iz mop/#:~:text=V%20notranji%20reviziji%20sem%20se%20
katerega se črpa pitna voda''. Očitno so razumeli, da bo osredoto%C4%8Dila%20na%20pregled%20postopkov%20
jasno kako, če kanal samo prečka vodonosnik. 4. Smolar, J. (2010), Raziskave likvifakcije peskov z V pismih bralcev (Dnevnik, 23.2.2023) sem na to opozoril, a lokacije HE Brežice projekt že tako odlično čisto pitno vodo še očistil, čeprav ni v brez odmeva (10).
https://repozitorij.uni-
lj.si/Dokument.php?id=83769&lang=slv
4.2. Zakaj še Medvode in Vodice?
5. Geološki zavod Slovenije, (2018), Povzetek Programa
Novodobno okoljsko strokovno ravnanje na področju
zaščite podzemne vode v času gradnje povezovalnega
odpadkov je, da se obdelajo na viru ali čim bližje. Izgovori na
cevovoda C0 https://www.geo-
pretekla, drugačna načrtovanja izražajo samo
zs.si/index.php/en/?option=com_content&view=article
nerazumevanje trajnostnega razvoja. Vodenje fekalij in
&id=370
industrijskih odpadnih voda 20 km iz Medvod in 9 km iz
6. Fišer, C, (2024), Komisija, 11.seja
Vodic v Ljubljano (Brod) je že v tem smislu zgrešeno.
https://www.rtvslo.si/rtv365/arhiv/175049248?s=tv
7. Fišer, C., (2023), Podzemni svet v vrtincu sprememb
Ko pa zvemo, da je občina Medvode že bila v projektu
(predavanje, Cankarjev dom)
kanalizacije skupaj z Mestno občino Kranj in občino Senčur
https://www.youtube.com/watch?v=9mI5nxClCTk&t=
in enostransko izstopila iz njega, da bi se vključila v
803s
ljubljanski projekt pa je jasno, da so prevladali nestrokovni
Informacijska družba, 2024, 9.- 13. Oktober 2024, Ljubljana, Slovenija T.Ogrin
8. Biotehniška fakulteta, Novice (2021), Vroče točke
evolucije v podzemlju jugovzhodne Evrope
https://www.bf.uni-
lj.si/sl/novice/2021062409024712/vroce-tocke-
evolucije-v-podzemlju-jugovzhodne-evrope
9. Alves, S., (2023), dopis
REGIO/E.3/TB/g k/(2023)1412568
10. Ogrin, T, (2023), Dnevnik, Pisma bralcev, Kanal C0 ali
onesnaževanje čiste pitne vode
https://www.dnevnik.si/1043007586/Pisma%20bralcev/ka
nal-c0-ali-onesnazevanje-ciste-pitne-vode
(povezava ne deluje zaradi spremembe njihovih strani)
11. Projekt GORKI, (2017), Poravnava
https://medvode.si/objava/113236#:~:text=Na%20Vi
%C5%A1jem%20sodi%C5%A1%C4%8Du%20v%20Lj
ubljani%20je%20v%20petek,%2020.%20oktobra
12. Zakon o kritični infrastrukturi, (2017)
https://pisrs.si/pregledPredpisa?id=ZAKO7106
13. Duhovnik, J., Ogrin, T., (2024), Komisija, 14. seja,
https://365.rtvslo.si/arhiv/seje-preiskovalnih-
komisij/175059123
Kakšna je cena jedrske energije in obnovljivih virov in
kakšen je vpliv na okolje
What is the Cost of Nuclear Energy, Renewables, and
Their Impact on the Environment
Andrej Trkov
Odsek za reaktorsko fiziko, Institut Jožef Stefan
Ljubljana, Slovenija
andrej.trkov@ijs.si
Povzetek pa so projekcije špekulativne, stroški financiranja pa se pojavljajo pri vseh investicijah. Preprosto nas zanima, kakšni so Strateška odločitev glede izbire osnovnih energentov v državi je stroški na dan odločitve za gradnjo, cene na tržišču za to pa so ključnega pomena za zanesljivost oskrbe in za ceno energije. znane. Narejena je primerjava cene 1100 MW bloka jedrske energije in
100 % obnovljivih virov (OVE, sončnih panelov) za enako
količino oddane energije v omrežje ter vpliv na izrabo prostora. 2 Cena jedrske energije
Ključne besede V medijih se pogosto pojavljajo šokantno visoke cene postavitve
jedrskih elektrarn, kot jih na primer navaja Greenpeace
Jedrska elektrarna, obnovljivi viri energije, OVE, cena za enako »Finančne ovire za nove jedrske projekte - Greenpeace
količino energije Slovenija«. Tak izbor cen je nerealen in je posledica dejstva, da
evropski in ameriški proizvajalci nekaj deset let niso gradili
Abstract
jedrskih elektrarn. Zaradi tega so bile dobavne verige v veliki
Strategic decision about the choice of energy sources is crucial meri prekinjene in jih je bilo treba vzpostaviti na novo, vsled
for a reliable supply of electricity at a reasonable cost. A česar je prihajalo do zamud in povečevanja stroškov. Situacija je
comparison is made between the option of a 1100 MW nuclear bila drugačna v 60 in 70-ih letih prejšnjega stoletja, ko so
plant and 100 % renewables (solar panels) for the same amount ameriški in evropski proizvajalci gradili po več jedrskih elektrarn
of delivered energy to the grid, and the impact of the usage of na leto. Kitajski proizvajalci so v zadnjem desetletju zgradili 39
land. jedrskih elektrarn, zdaj pa napovedujejo gradnjo po deset (in več)
elektrarn na leto in s tem nimajo težav. Pričakujejo, da bodo v
Keywords obdobju v letih od 2020 do 2035 zgradili 150 jedrskih reaktorjev
Nuclear power plant, renewable energy sources, cost for equal »How Innovative Is China in Nuclear Power? | ITIF«. Ravno
amount of energy produced tako je južnokorejski proizvajalec KHPN v Združenih arabskih
emiratih zgradil 4 reaktorje v sprejemljivih časovnih rokih in
pogodbenih finančnih okvirih. Cena na eno 1400 MW enoto je
1 Ozadje problema bila 8 milijard dolarjev »Barakah nuclear power plant -
Strateška odločitev glede izbire osnovnih energentov v državi je Wikipedia« Trenutna cena jedrskih elektrarn je torej znana in
ključnega pomena za zanesljivost oskrbe in za ceno energije, ki predvidljiva. Za 1000 MW jedrsko elektrarno ELES ocenjuje
jo industrija in posamezniki potrebujemo, zato je pomembno ceno 10 milijard EUR, ocena GEN energije pa je še nekoliko
vedeti, kakšne so možnosti in kakšne so implikacije. V Sloveniji nižja. Elektrarna daje takšno moč vse dni v letu ves dan, razen v
bomo po zaprtju TEŠ6 leta 2033 potrebovali dodatne proizvodne času enomesečnega remonta vsakih 18 mesecev. Življenjska
kapacitete za električno energijo z močjo vsaj 1000 MW. Namen doba jedrskih elektrarn je 60 let ali več. Željeno energijo,
predstavitve je primerjava cene za 1100 MW jedrsko elektrarno upoštevaje čas remonta bi torej dobili s postavitvijo 1100 MW
in cene obnovljivih virov (OVE, predvsem fotovoltaičnih jedrske elektrarne.
panelov) za enako količino proizvedene energije. Ocene stroškov
v medijih se zamegljujejo s parcialnim vpletanjem stroškov
financiranja in ocenami na osnovi projekcij gibanja cen, vendar
3 Cena obnovljivih virov energije
Permission to make digital or hard copies of part or all of this work for personal or Trenutna različica Nacionalnega energetskega in podnebnega
classroom use is granted without fee provided that copies are not made or distributed načrta (NEPN) kot eno od opcij predvideva pridobivanje
for profit or commercial advantage and that copies bear this notice and the full električne energije iz 100 % obnovljivih virov (OVE), pretežno
citation on the first page. Copyrights for third-party components of this work must iz sončnih panelov na strehah stavb. be honored. For all other uses, contact the owner/author(s).
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Iz razpoložljivih podatkov dajejo paneli v Sloveniji v
© 2024 Copyright held by the owner/author(s). povprečju le eno desetino nominalne moči (ker sonce ne sije
http://doi.org/DOI_RECEIVED_AFTER_REVIEW
ponoči in ker se nahajamo na 46. vzporedniku), zato je za
približno enako količino energije kot jo proizvede 1100 MW
jedrska elektrarna potrebna instalirana moč 10 000 MW sončnih
panelov. Če je tipična instalirana moč sončnih elektrarn na
strehah stavb 10 kW, potrebujemo torej milijon takšnih enot.
Cena ene enote pri ponudnikih v Sloveniji je dobrih 10 000 EUR
(če niso potrebna dodatna dela na strehi), to pa pomeni, da
celotna investicija znaša vsaj 10 milijard EUR, kar je primerljivo
s ceno jedrske elektrarne.
Slika 2: Cena 100 % OVE za primerljivo količino energije
kot jo proizvede 1100 MW jedrska elektrarna.
Slika 1: Cena OVE za primerljivo količino energije kot jo 3.2 Neznanke v izračunu
proizvede 1100 MW jedrska elektrarna. V izračunu je upoštevana predpostavka, da se primanjkljaj
3.1 Nestanovitnost električne energije iz sončnih energije v nočnem času in ob slabem vremenu nadoknadi s
hranilniki, na primer z baterijami, kar praktično podvoji ceno
panelov izgradnje sončne elektrarne.
Resna težava je nestanovitnost proizvodnje električne
energije, z viški podnevi in v poletnem času, ko vse elektrike ne
bi mogli niti porabiti ali shraniti, in s primanjkljajem v zimskem
času, ko je treba potrebe pokrivati z drugimi viri. Največkrat so
za to predvidene termoelektrarne na zemeljski plin. To pa
pomeni, da v tem primeru uporaba sončnih panelov ne
predstavlja več scenarija 100 % OVE, saj je zemeljski plin
fosilno gorivo.
Razmere se spremenijo le, če lahko viške energije ob
presežku proizvodnje shranimo za nočni čas in za zimske mesece.
Danes tehnologija za dolgoročno shranjevanje energije sicer še
ni komercialno dostopna, raziskuje pa se v smeri, da bi lahko z Slika 3: Cena 100% OVE s hranilniki za primerljivo
količino energije kot jo proizvede 1100 MW jedrska
elektriko proizvajali »zeleni plin«, pri čemer pretežno mislimo
na zeleni vodik, ker je tehnologija pridobivanja zelenega metana elektrarna.
tehnološko in ekonomsko bolj nejasna. Tudi NEPN za Poleg tega je treba k stroškom prišteti še stroške izgradnje
prihodnost v 100 % OVE scenariju predvideva proizvodnjo plinskih elektrarn in obratov za proizvodnjo zelenega plina, za
panelov v principu pokrita, žal pa pri izkoriščanju poletnih komercialna cena nedoločljiva. Treba je tudi skladiščiti velike viškov za proizvodnjo plina in uporabo tega plina za proizvodnjo količine plina (kar tudi predstavlja svojevrsten izziv in zelenega plina. Energijska bilanca je z 10 000 MW sončnih kar tehnologija na tako veliki skali še niti ne obstaja, in je
električne energije prihaja do izgub, ki so fizikalno pogojene in potencialno nevarnost), zamenjati transformatorske postaje in jih ni mogoče bistveno zmanjšati. Povečati bi morali kapaciteto močno ojačati elektro-distribucijski sistem (precej bolj kot v sončnih elektrarn za toliko, da bi z viški energije poleti proizvedli primeru jedrske opcije, kjer vsaj visoko-napetostni sistem dovolj zelenega plina za izravnavo potreb v zimskih mesecih. Po približno zadošča). grobi oceni je v najboljšem primeru možno nazaj v električno
energijo pretvoriti kvečjemu eno tretjino poletnih viškov.
Praktično to pomeni, da potrebujemo v celoti najmanj 15 000
MW instalirane moči sončnih panelov. V tem primeru znaša cena
15 milijard EUR za milijon in pol 10 kW enot, kar presega ceno
jedrske elektrarne že za polovico.
Slika 4: Dodatni nedoločljivi stroški OVE: obrati za
proizvodnjo zelenega plina, skladiščenje, termoelektrarna
na zeleni plin in ojačanje prenosnega elektroenergetskega
sistema.
stroške, zato trditev, da je scenarij OVE-plin ali 100 % OVE
poceni (milo rečeno) brez trdne osnove.
3.3 Življenjska doba OVE
Ocena življenjske dobe sončnih panelov je precej optimistično Podrobnejši izračun je na voljo na portalu »jedrska.si« Kako
napovedana na 30 let, kar je težko dokazljivo, saj večina panelov poceni je elektrika iz obnovljivih virov in kako draga je jedrska
še ne dosega starosti, da bi to lahko statistično potrdili, pa tudi energija?
tehnologija izdelave se spreminja. Poleg tega je verjetno večji
problem v močnostni elektroniki, da ne omenjamo vremenskih
več kot polovica panelov. Življenjska doba jedrskih elektrarn je Zahvala pojavov, kot je bil letos v Slovenski Bistrici, kjer je bila uničena
60 in več let, zato je treba v enakem obdobju zamenjati sončno Zahvaljujem se gospe Tamari Langus za uredniške izboljšave
elektrarno (ali vsaj večino komponent) najmanj dvakrat, kar besedila in uporabo slik za ilustracijo.
izhodiščno ceno lahko še podvoji.
3.4 Umeščanje v prostor in vpliv na okolje
Jedrska elektrarna potrebuje manj kot en kvadratni kilometer
prostora (okrog 100 hektarov), kar s stališča izrabe zemljišča ni
zelo problematično. Za milijon in pol sončnih elektrarn je po
grobi oceni potrebnih deset do petnajst tisoč hektarov površine
na sončni lokaciji, saj je treba upoštevati nekaj zemljišča za
servisiranje in čiščenje panelov. Resda se predvideva, da bo
veliko panelov nameščenih na strehah stavb, vendar si je težko
predstavljati, da bi samo z enotami na strehah s primerno
osončenostjo dosegli željeno instalirano kapaciteto za
proizvodnjo električne energije. Del kapacitet bo treba nameščati
tudi na primerno osončena zemljišča.
3.5 Dobavni roki, montaža in servisiranje
Očitek jedrskim elektrarnam je dolga doba umeščanja v
prostor in izgradnjo, vendar tudi naročilo milijon in pol 10 kW
enot OVE ne bo potekalo čez noč, še manj pa umeščanje v
prostor za deset do petnajst tisoč hektarov površine. Od samega
naročila panelov domača industrija ne bo imela velike koristi, saj
so paneli praviloma uvoženi iz daljnega vzhoda, doma je
zaposlena zgolj množica trgovcev, monterjev in serviserjev za
domači trg, ki pa ne ustvarjajo dodane vrednosti, ki bi jo lahko
tržili v tujini.
4 Zaključek
Cena postavitve jedrske elektrarne z močjo 1100 MW je
predvidljiva in znaša približno 10 milijard EUR. Za enako
količino proizvedene energije iz malih sončnih elektrarn tipične
moči 10 kW potrebujemo milijon takšnih enot, upoštevaje
trenutne cene na tržišču pa je strošek primerljiv s ceno izgradnje
jedrske elektrarne. Če želimo poletne viške električne energije
shraniti v obliki zelenega plina za pogon termoelektrarn v
zimskih mesecih potrebujemo najmanj pol milijona dodatnih
enot, to pa pomeni že za polovico višji strošek v primerjavi s ceno
jedrske elektrarne. V to niso vključene cene baterij za
kratkoročno hrambo električne energije, postavitve naprav za
proizvodnjo zelenega plina, skladišč plina in distribucijskega
sistema ter plinske termoelektrarne, ki je nujno potrebna vsaj za
vzdrževanje stabilnosti elektro-distribucijskega sistema. V ceni
100 % OVE je veliko neznank, ki vsaka posebej povečujejo
O statusu in prihodnosti jedrske energije
On the Status and Future of the Nuclear Power
Leon Cizelj
Odsek za reaktorsko tehniko
Institut “Jožef Stefan”
Ljubljana, Slovenija
Leon.Cizelj@ijs.si
Povzetek Keywords
V prispevku pokažemo status jedrskih elektrarn v obratovanju, v Nuclear power plants, large reactors, gigawatt reactors, small and
gradnji in v razvoju. Na kratko osvetlimo tudi najpomembnejše modular reactors, new talents
razlike med reaktorji 2. (npr. NEK) in 3. generacije (kandidati za
JEK2). Sledi kratek pregled mednarodnih raziskovalnih in
razvojnih prizadevanj, ki so usmerjena predvsem v manjše in 1 Uvod
modularne enote, ki bodo jedrsko fisijo uporabile kot Jedrska energija je v letu 2023 prispevala 9,1% vse električne
brezogljični vir toplote za neposredno rabo ali pretvorbo v energije [1] oziroma 3,96% vse primarne energije [2] na planetu.
elektriko. Takšne enote utegnejo biti primerne tudi za Proizvodnja jedrske elektrike na planetu je leta 1996 prvič
decentralizirana pametna omrežja. Komercializacija nekaterih od presegla 2.400 TWh in se je v zadnjih nekaj letih ustalila med
večinoma že pred desetletji preverjenih zasnov bo omogočila 2.600 in 2.700 TWh [3]. Vse jedrske elektrarne, ki smo jih v
tudi uporabo današnjega rabljenega jedrskega goriva in bo lahko Evropi, v ZDA in na Japonskem v tem času zaprli, so sproti
pomembno prispevala k zaključevanju krožnega gospodarjenja z nadomestile nove elektrarne in sicer predvsem na Kitajskem, v
jedrskimi gorivi. Zaključimo s povzetkom največjih izzivov Indiji in še kje: od leta 2000 do danes smo na planetu zaprli 123
današnje jedrske energetike v Sloveniji in v svetu: sprejemljivost reaktorjev s skupno močjo 80 GW, na omrežje pa na novo
v javnosti, dobavne verige za talente in opremo ter nujnost priključili 121 reaktorjev s skupno močjo 110 GW. Trenutno
dolgoročnih investicij v raziskave in razvoj. gradimo 59 reaktorjev, od tega Kitajci 24, sledijo Indijci z 8 [5].
Konec leta 2023 je delovalo 413 reaktorjev s skupno močjo
Ključne besede 371,5 GWe. 60 let izkušenj s komercialnimi jedrskimi
jedrske elektrarne, veliki reaktorji, gigavatni reaktorji, mali in elektrarnami jedrsko energijo uvrščajo med najbolj varne in
modularni reaktorji, novi talenti najbolj čiste (Slika 1) vire energije na planetu [4].
Abstract
Status of the nuclear power in operation, construction and
operation is outlined. The main differences of the 2nd (e.g.,
Krško) and 3rd generation reactors are sketched. This is followed
by an outline of the international research and development
efforts, focussing mostly on the small and modular reactors to be
used as a source of heat for direct use or for electricity production.
Such units may be optimal also for decentralized grids.
Commercialisation of some concepts proven decades ago may
facilitate also the use of today’s spent fuel and with this also the
closure of the nuclear circular economy. Finally, the major Slika 1: Najčistejši in najvarnejši viri energije [4]
challenges of the nuclear power are briefly discussed: the public
acceptance, the supply chains for equipment and talent, and the Razvojna, poslovna in politična podpora jedrski energiji se v
need for long term investments in research and development. zadnjih letih povečujeta tudi v Evropi in Severni Ameriki. V
ZDA se povečana politična podpora jedrski energiji vidi v večjih
Permission to make digital or hard copies of part or all of this work for personal or raziskovalno razvojnih vložkih, pa tudi spremembah zakonodaje
classroom use is granted without fee provided that copies are not made or distributed in davčnih spodbudah. Rezultati se vidijo predvsem v
for profit or commercial advantage and that copies bear this notice and the full intenzivnem razvoju in trženju malih in modularnih reaktorjev z
citation on the first page. Copyrights for third-party components of this work must
be honored. For all other uses, contact the owner/author(s). močjo pod 300 MW. Prve priključitve na mrežo so najavljene
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia okoli leta 2030. © 2024 Copyright held by the owner/author(s). V Evropski Uniji se, s podporo Slovenije, krepi jedrska https://doi.org/10.70314/is.2024.env.15
aliansa, ki si je zastavila cilj 150 GW jedrske elektrike do leta
2050 [6]. Današnja flota zmore okoli 100 GWe in je v povprečju
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia L. Cizelj et al.
stara 38 let. Ciljamo torej na 50 novih reaktorjev in 250.000 še posebej tisti za obvladovanje staljene sredice reaktorja,
novih zaposlitev. Alianso sestavlja 15 ministrov za energijo iz zagotavljajo tudi razmeroma dobro obvladovanje tveganj pri
Slovenije, Francije, vseh preostalih evropskih jedrskih držav izdelavi komponent in pri pridobivanju vseh potrebnih dovoljenj
(razen Španije), ter hrvaške, Italije, Poljske in Estonije. reaktorjev tretje generacije. Uporabljajo torej predvsem
Kitajska načrtuje do leta 2050 za pribl. 300GW novih jedrskih tehnologije, ki so bile preverjene že v 2. generaciji reaktorjev.
elektrarn, torej skoraj toliko, ko je danes na voljo na celotnem
planetu: 371,5 GW.
V nadaljevanju se bomo posvetili dvema skupinama 3 Mali modularni reaktorji
reaktorjev, ki bosta v prihodnosti zagotovo odigrali pomembno Mali in modularni jedrski reaktorji (SMR, Small Modular
vlogo pri čisti energiji na planetu in morda tudi v Sloveniji. Prva Reactors) kot pogonski agregati plovil delujejo že vse od leta
skupina so veliki, gigavatni reaktorji z močjo 1 GWe ali več in s 1954, ko so v ZDA splovili prvo jedrsko podmornico Nautilus.
klasično zasnovo, druga pa so mali in modularni reaktorji. Mimogrede, leta 1954 je pričela delovati tudi prva komercialna
jedrska elektrarna, in sicer Calders Hall v Združenem Kraljestvu.
2 Veliki reaktorji (1 GWe in več) morda 300 MWe, modularni pa zato, ker sta na nekaterih plovilih Mali zato, ker so njihove moči značilno nekaj deset pa vse do
Med 59 reaktorji s skupno močjo 61 MWe, ki so danes v gradnji, nameščena tudi po dva ali morda celo več reaktorjev.
je kar 50 tlačnovodnih (skupna moč 54,6GWe). Gre za podobno V vojaški mornariški rabi se je uveljavilo gorivo z več kot
tehnologijo, kot jo uporablja Nuklearna elektrarna v Krškem (2. 90% urana 235. Države, ki takšna plovila gradijo, imajo namreč
generacija reaktorjev), z nekaterimi posodobitvami, ki jih bomo dostop do visoko obogatenega urana, ki ga lahko uporabijo tudi
na kratko opisali v nadaljevanju. za jedrsko orožje. V civilni rabi danes velja omejitev na največ
Japonci gradijo 2 vrelna reaktorja s skupno močjo 2,6GWe, 20% urana 235, gorivo za gigawatne reaktorje pa praviloma ne
ki tudi sodita med velike reaktorje z GW električne moči. Indija presega 5% urana 235. Pomembna in praktično edina prednost
gradi 3 reaktorje, moderirane s težko vodo (skupna moč 1,9GWe). visoko obogatenega urana v mornariških reaktorjih je izjemno
Ti reaktorji sodijo v t.i. tretjo generacijo reaktorjev. dolgo delovanje, tudi 20 ali več let, brez menjave goriva.
Preostali štirje reaktorji v gradnji sodijo med tako imenovane Danes na planetu komercialno delujejo 4 SMR. Dva sta
hitre oplodne reaktorje (moč 2GWe), ki sodijo v 4. generacijo in nameščena na plavajoči elektrarni Akademik Lomonosov, ki je
odpirajo možnosti za uporabo urana 238 in torija 232. Uran 238 zasidrana v ruskem zalivu Pevek na vzhodu Sibirije. Dva
ob zajetju nevtrona v jedro namreč transmutira v cepljivi plutonij reaktorja s po 35MWe (150 MW toplote, KLT-40S, Slika 2), ki
239, torij 232 pa v cepljivi uran 233. Plutonij 239 in uran 233 sta sta naslednika reaktorjev z ruskih civilnih ledolomilcev, že od
torej umetno pridobljeni gorivi v oplodnih reaktorjih in bosta v leta 2020 oskrbujeta prebivalce z elektriko in toplo vodo. Druga
prihodnosti lahko dopolnili in kasneje tudi nadomestili v naravi dva delujeta v jedrski elektrarni Shidao Bay na Kitajskem. Dva
prisotni uran 235 (Urana 235 je le 0,72% vsega urana na planetu, visokotemperaturna, s plinom hlajena reaktorja HTR-PM (Slika
preostanek je skoraj v celoti uran 238). S 4. generacijo reaktorjev 2) s toplotno močjo 250MW poganjata skupni turbogenerator z
se na tem mestu ne bomo več ukvarjali. Omenimo le, da bodo električno močjo 250 MW.
takšni reaktorji v prihodnosti pomembno prispevali h krožnemu Poročilo agencije za jedrsko energijo pri OECD [8] je v
gospodarstvu z jedrskimi gorivi in s tem tudi k pomembnemu začetku leta 2024 identificiralo 98 zasnov SMR. Izmed teh so jih
zmanjševanju že tako razmeroma zelo majhne količine 56 s podrobnejšim opisom vključili v poročilo. Slika 2 prikazuje
radioaktivnih odpadkov. porazdelitev zasnov reaktorjev po temperaturi, ki jo dosegajo, po
Reaktorji druge in tretje generacije uporabljajo praktično toplotni moči in po zasnovi oz. tipu reaktorja [8].
povsem enako jedrsko gorivo. Razlike v zasnovi reaktorja, Večina reaktorjev ima toplotno moč pod 1GW, kar v grobem
goriva in v obvladovanju verižne reakcije, pa tudi pri ustreza tudi elektičnim močem do nekako 300MW. Vodno
uporabljenih strukturnih materialih, so torej praktično hlajeni reaktorji dosegajo do nekako 330°C, kar več kot zadošča
zanemarljive. Ključne razlike najdemo predvsem pri zasnovi za daljinsko ogrevanje, nizkotemperaturne industrijske procese
oziroma izvedbi nekaterih varnostnih sistemov. Tako v tretji in seveda proizvodnjo elektrike s pomočjo vodne pare. Najbolj
generaciji najdemo ali več pasivnih hladilnih sistemov, ki za vroči plinsko hlajeni reaktorji dosegajo 1.000°C, izjemoma tudi
delovanje potrebujejo le gravitacijo, in/ali okrepljeno več. Vmes pa najdemo reaktorje, hlajene s tekočimi kovinami
večkratnost ter geografsko neodvisnost aktivnih hladilnih (svinec, natrij, staljene soli).
sistemov. Za drugo generacijo je npr. značilna logika 1 od 2 ali 2 Praktično vse zasnove so že bile preverjene pred več desetletji
od 3, torej zadošča 1 od 2 ali 2 od 3 aktivnih sistemov, medtem v nekaj več kot 800 raziskovalnih reaktorjih, ki so na planetu
ko v tretji generaciji praviloma zahtevamo delovanje vsaj 1 od 3, obratovali od začetka jedrske dobe s Fermijevim reaktorjem
včasih tudi 1 od 4 vgrajenih varnostnih sistemov. Chicago pile 2 leta 1942. Žal pa pot do hitrejše komercializacije
Morda najpomembnejši razvojni dodatek v reaktorjih tretje otežuje »izgubljeno znanje«, ena od najpomembnejših posledic
generacije so sistemi za obvladovanje staljene sredice reaktorja. razmeroma hitrega opuščanja jedrskih raziskav proti koncu
V grobem sta prisotni dve strategiji: hlajenje staljene sredice v 1960-ih in v začetku 1970-ih. Raziskovalne reaktorje so
reaktorski posodi ali pa ujetje in hlajenje v posebnih razgradili, ljudje, ki so jih zasnovali in jih tudi spravili v pogon,
zadrževalnikih, ki so nameščeni pod reaktorsko posodo [7]. pa so že dalj časa v drugih poklicih, mnogi od njih pa tudi niso
Praktično zanemarljive spremembe v gorivu in uporabljenih več med nami.
strukturnih materialih ter nekoliko okrepljeni varnostni sistemi,
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia L. Cizelj et al.
Slika 2: Porazdelitev SMR po moči in temperaturi [8]
Slika 3: Geografska porazdelitev sedežev podjetij, ki razvijajo SMR [8]
Najhitrejšo komercializacijo in seveda tudi pridobivanje vseh ki danes predstavljajo daleč največji delež delujočih
potrebnih dovoljenj zato pričakujemo pri lahkovodnih reaktorjih, komercialnih reaktorjev. Morda še najbližje delujočemu
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia L. Cizelj et al.
demonstratorju do leta 2030 ali vsaj v prvih letih 2030-tega deležnikov, še posebej vlade, investitorja in raziskovalnih ter
desetletja so tako VOYGR, AP300 in BWRX300 (ZDA), izobraževalnih institucij [8], [9].
CAREM (Argentina), seriji RITM in KLT (Rusija) in morda tudi
NUWARD (Francija).
Slika 3 prikazuje geografsko porazdelitev sedežev podjetij, ki 5 Zaključki
razvijajo male oz. modularne reaktorje. Z velikim naskokom Ključni izzivi jedrske energetike danes večinoma niso tehnični,
vodijo ZDA, sledita Evropska skupnost in Rusija. Ključni razlog mednje pa lahko štejemo razmeroma visoke investicije, še
za veliko število zagonskih podjetij v ZDA je v tem, da je vlada posebej stroške financiranja, razmeroma dolgo gradnjo in
po zastoju v 1980-ih že konec 1990-ih let pričela razmeroma premajhno kapaciteto dobavnih verig za opremo, in morda še
veliko investirati v raziskave in izobraževanje v jedrskem bolj pomembno, za nove jedrske talente. Skupni imenovalec
inženirstvu. Rusi in Kitajci razvojnega cikla nikoli niso prekinili. ključnih izzivov je dezinvestiranje v proizvodne ter seveda tudi
Kitajci zaradi pomanjkanja energije sicer več virov usmerjajo v raziskovalne in razvojne kapacitete v preteklosti.
gigavatne reaktorje. Evropa, z njo žal tudi Slovenija, močno Z jedrsko elektrarno sobivamo stoletje ali morda celo več.
zaostaja. To je v veliki meri posledica preusmeritve razvojnih Stoletje prinese s sabo ogromne spremembe tako v znanosti in
sredstev iz jedrske energije v druge t.i. čiste oz. zelene energetske tehnologiji, kot tudi v družbi. Te spremembe v veliki meri
tehnologije. sooblikuje in napoveduje znanost. Zato bi bilo naivno
pričakovati, da lahko jedrska energetika na dolgi rok uspeva brez
4 Ključni izzivi jedrske energetike Najpomembnejši izziv gradnje novega jedrskega bloka v strateškega sodelovanja in aktivnega sobivanja z znanostjo.
Ključni izzivi jedrske energetike danes večinoma niso tehnični. Sloveniji utegne biti pravočasno zagotavljanje dovolj odlično
Na trgu je namreč dobavljivih več vrst gigavatnih reaktorjev, ki izobraženih, usposobljenih in motiviranih jedrskih talentov. Ne
temeljijo na preverjenih tehnologijah izdelave in obratovanja, so glede na to, da Slovenija osnovno izobraževalno in raziskovalno
že pridobili vsa potrebna dovoljenja v več državah po svetu, in infrastrukturo za jedrsko inženirstvo in reaktorsko fiziko ima, bo
tudi dosegajo predvidene 90% in višje faktorje izrabe. za uspešno iskanje in razvoj talentov potrebno strateško
Med ključne izzive pa lahko štejemo razmeroma visoke sodelovanje vseh vpletenih deležnikov, še posebej vlade in
investicije, še posebej stroške financiranja, razmeroma dolgo investitorja in raziskovalnih ter izobraževalnih institucij.
gradnjo in premajhno kapaciteto dobavnih verig za opremo, in
morda še bolj pomembno, za nove jedrske talente. Skupni Zahvala
imenovalec vseh izzivov je dezinvestiranje v proizvodne ter Avtorji se zahvaljujemo za finančno podporo ARIS 02-0026 in
seveda tudi raziskovalne in razvojne kapacitete v preteklosti. EC EURATOM, projekta ENEN+ in ENEN2Plus. Tudi zato je jedrska energija, ne glede na svojo nesporno čistost
ter energetsko, prostorsko in snovno izjemno učinkovitost, v Literatura
javnosti marsikje izgubila kredibilnost oz. zaupanje. Če namreč [1] »Share of electricity production from nuclear«, Our World in Data, niti tisti, ki z neko tehnologijo že zaslužijo, niso pripravljeni https://ourworldindata.org/nuclear-energy, 17.9.2024.
investirati v njeno prihodnost, se bo dvom v to tehnologijo [2] »Share of primary energy consumption from nuclear, 2023«, Our
razmeroma hitro razrasel tudi v njihovi okolici in seveda tudi v 17.9.2024. World in Data, https://ourworldindata.org/nuclear-energy,
splošni javnosti. [3] »Nuclear power generation«, Our World in Data,
Z jedrsko elektrarno namreč sobivamo stoletje ali morda celo https://ourworldindata.org/nuclear-energy, 17.9.2024.
[4] »What are the safest and cleanest sources of energy«, Our World in
več (desetletje za odločitev, desetletje za gradnjo, šest ali več Data, https://ourworldindata.org/safest-sources-of-energy,
desetletij z obratovanje in še desetletje ali dve za razgradnjo). 20.9.2024.
[5] IAEA Power Reactor Information System, http://pris.iaea.org,
Stoletje prinese s sabo ogromne spremembe tako v znanosti in 17.9.2024.
tehnologiji, kot tudi v družbi. Te spremembe v veliki meri [6] Declaration of the EU Nuclear Alliance, meeting of March 4th, 2024, https://presse.economie.gouv.fr/declaration-of-the-eu-nuclear- sooblikuje in napoveduje znanost. Tudi zato bi bilo naivno alliance-meeting-of-march-4th-2024/ 19.7.2024.
pričakovati, da lahko jedrska energetika na dolgi rok uspeva brez [7] M. Leskovar, V. Centrih, L. Cizelj, M. Draksler, T. Holler, I. Kljenak,
strateškega sodelovanja in aktivnega sobivanja z znanostjo [8]. J. Kokalj, R. Krpan, M. Kunšek, B. Mavko, J. Oder, A. Prošek, S. El
Shawish, M. Tekavčič, I. Tiselj, A. Volkanovski, Kratek opis
Najpomembnejši izziv gradnje novega jedrskega bloka v varnostnih karakteristik sedmih potencialnih reaktorjev za JEK 2,
Sloveniji utegne biti pravočasno zagotavljanje dovolj odlično IJS-DP-12437, 2018. [8] OECD/NEA, NEA Small Modular Reactor (SMR) Dashboard, Izdaja izobraženih, usposobljenih in motiviranih jedrskih talentov. 28.2.2024, https://www.oecd-nea.org/jcms/pl_90816/the-nea-small-
Pričakovano število je blizu 1.000 v vsem času gradnje, torek modular-reactor-dashboard-second-edition.
okvirno vsaj 100 vsako leto. Ne glede na to, da Slovenija [9] Cizelj, L., Pesznyák, C., Starflinger, J., Pavel, G.L., Wastin, F.,
Michailidou, E., 2024. Towards strategic agenda for European
osnovno izobraževalno in raziskovalno infrastrukturo za jedrsko nuclear education, training, and knowledge management. Nucl Eng
inženirstvo in reaktorsko fiziko ima, bo za uspešno iskanje in Des 420, 113001, https://doi.org/10.1016/j.nucengdes.2024.113001.
[10] Cizelj, L., Kljenak, I., Tiselj, I., 2023. Know-why? and know-how?
razvoj talentov potrebno strateško sodelovanje vseh vpletenih in the development of nuclear talents: An analysis of recent nuclear
engineering Ph. D. research. Nucl Eng Des 415, 112734,
https://doi.org/10.1016/j.nucengdes.2023.112734.
Natura 2000 in ohranjanje narave, spodbude ali ovire pri
razvoju elektroenergetskega omrežja
Natura 2000 and nature conservation, incentives or
obstacles in the development of the electricity network
Aleš Kregar
ELES, d.o.o.
Ljubljana, Slovenija
ales.kregar@eles.si
Povzetek
Natura 2000 in drugi pravni režimi ohranjanja narave v Republiki 1 Uvod
Sloveniji predstavljajo pomembno omejitev pri umeščanju Narava predstavlja najbolj zapleten sistem medsebojno odvisnih
elektroenergetskih vodov. Za te posege v varstvena območja se dejavnikov, ki človeštvu z zagotavljanjem zraka, vode, hrane in
napoveduje, da imajo velike negativne ali celo uničujoče učinke. energije, omogoča preživetje Ker njenega delovanja ne
Pri tem se upošteva, da se narava ne spreminja, da so vse razumemo, jo mnogi želijo ohraniti nespremenjeno.
spremembe posledice posameznih projektov in da je potrebno V Sloveniji prevladuje prepričanje, da živimo v raznoliki in
zavarovati zavarovane živalske vrste znotraj posamezne države ohranjeni naravi »na sončni strani Alp«. V medijih posledično
članice EU. Pregled nekaterih primerov kaže, da izhodišča na zasledimo množico prispevkov, ki poudarjajo kakovost okolja v
katerih temelji ohranjanje narave v območjih Natura 2000 in katerem živimo. Pozablja pa se, da je za preživetje prebivalcev
merila za ocenjevanje vplivov elektroenergetskih vodov na ta Slovenije, nujno zagotoviti tudi vire za preživetje.
območja potrebujejo preveritev, spremembo razmišljanja in Visok življenjski standard in ustvarjanje dodane vrednosti
verjetno posodobitev zakonodaje. Podani so predlogi s katerimi zahteva kakovostno infrastrukturo. Oskrba z električno energijo
bi pospešili umeščanje novih elektroenergetskih vodov in je ena pomembnejših, saj omogoča delovanje tudi drugih
obnovo obstoječih, ki bodo potrebni zaradi elektrifikacije infrastruktur. Za prenos električne energije od virov do
mnogih dejavnosti in vključevanja obnovljivih virov. porabnikov, je potrebno elektroenergetsko omrežje. V Sloveniji
so mnogi deli tega omrežja starejši od pol stoletja [1] in jih bo
Ključne besede nujno obnoviti oz. nadomestiti in zgraditi tudi nove. Evropski trg
Natura 2000, elektroenergetsko omrežje, ohranjanje narave, električne energije spodbuja tranzit med državami, kar tudi
varstvo narave zahteva ojačitve in širitve omrežja [2]. Po drugi strani pa
Abstract trajajo več kot deset let [3, 4]. Elektroenergetskim vodom se postopki umeščanja za nekatere elektroenergetske objekte
Natura 2000 and other legal nature conservation regimes in the za izogibanje vplivom in omilitvenih ukrepov je vse večji, kar pripisuje pomembne negativne vplive na naravo. Obseg ukrepov
placement of power lines. These encroachments on conservation vse bolj obremenjuje investicije v elektroenergetsko omrežje in Republic of Slovenia represent an important limitation in the
areas are predicted to have major negative or even devastating posredno ustvarjalce nove vrednosti.
effects. Here, it is considered that nature does not change, that all
changes are the result of individual projects and that it is
necessary to protect protected animal species within each EU 2 Konzervatorski pristop
member state. A review of some cases shows that the starting Danes se vse več virov namenja zbiranju informacij o naravi.
based and the criteria for assessing the impacts of power lines on določenem območju. Kljub vse obsežnejšim bazam podatkov o these areas need verification, a change of thinking and possibly points on which nature conservation in Natura 2000 areas is Dopolnjujejo se seznami rastlinskih in živalskih vrst, ki bivajo na
an update of the legislation. Proposals are given to speed up the naravi, pa ne moremo pojasniti delovanja celotne narave. Zbrani podatki kažejo na spremembe v naravi, ki jih tudi ne installation of new power lines and the renovation of existing moremo z zanesljivostjo pojasniti. Elektroenergetski vodi ones, which will be necessary due to the electrification of many
activities and the inclusion of renewable sources. povzročajo določene spremembe v naravi. Ker pa so številne
vzročne povezave v naravi še vedno neznanka, je uveljavljen
Keywords konzervatorski pristop, ki ima za cilj, da se ohranja naravo
Natura 2000, power grid, nature conservation, nature protection nespremenjeno. To dokazuje že mednarodno uveljavljen izraz
________________________________________ »nature conservation« (ohranjanje narave), ki je cilj vseh
Permission to make digital or hard copies of part or all of this work for personal or predpisov in priporočil v zvezi z naravo [5]. Vsi sistemi varstva
classroom use is granted without fee provided that copies are not made or distributed narave tako danes temeljijo na ohranjanju narave, podobno kot
for profit or commercial advantage and that copies bear this notice and the full
citation on the first page. Copyrights for third-party components of this work must je to razumljivo v arheologiji, in to četudi se narava spreminja
be honored. For all other uses, contact the owner/author(s).
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
© 2024 Copyright held by the owner/author(s).
DOI https://doi.org/10.70314/is.2024.env.16 Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia A. Kregar
tudi brez posredovanja človeka. Naravi je treba priznati ter podobnih habitatih v tujini. Pri določanju vpliva novega
upoštevati sposobnost spreminjanja in sorazmerno hitrega elektroenergetskega voda in omilitvenih ukrepov se tudi nikoli
prilagajanja človekovim posegom. ne uporablja rezultatov monitoringov izvedenih podobnih vodov,
Prevlada konzervatorskega pristopa se odraža v naslednjem temveč se za vsak vod izvaja nova celovita presoja in nova
primeru: če v Sloveniji elektroenergetski vod seka enega od presoja vplivov v celoti.
mnogih gozdnih območij, bo kljub napovedanemu razvoju
novega redkega habitata poseg ocenjen negativno, saj se delitvi
gozdnega habitata na dva dela pripisuje večja škoda, kot bi bila 6 Hitra prilagodljivost narave
korist novega nadomestnega habitata. V naravi je mogoče opaziti množico sprememb, kjer se živalstvo
pa tudi vegetacija spremenijo v nekaj desetletjih, kar bi lahko
3 Kriteriji vrednosti naravnega ravnovesja. trdili, da so to hitre spremembe, ki se zaključijo v obliki novega
Konzervatorski pristop se odraža tudi pri ocenjevanju vplivov Takšni značilni primeri so opuščene gramoznice (Slika 1), ki
elektroenergetskih vodov na naravo. Pri tem je izhodišče, da so se v nekaj desetletjih razvijejo v vredne habitate, ki se nato tudi
različni habitati v trajnem ravnovesju in da se razmerja površin naravovarstveno zaščitijo. Kljub očitnemu hitremu razvoju
med njimi ne spreminjajo. Vsak poseg, ki vpliva na razmerje habitata pa ni mogoče zasuti staro gramoznico in odpreti novo z
površin habitatov je tako ocenjen negativno, čeprav iz preteklosti napovedjo, da bo v nekaj desetletjih po opustitvi le-te nastal
vemo, da so se razmerja stalno spreminjala. Pri tem se podoben vreden habitat.
predvideva, da so redkejši habitati znotraj posamezne države
vrednejši.
Lestvice ocenjevanja vplivov na naravo imajo več stopenj za
negativne vplive in le eno stopnjo za pozitivne vplive [6]. Ocena
negativnih vplivov pa praviloma ni kvantificirana in temelji na
opisu, ki ga izdela strokovnjak s »konzervatorsko izobrazbo«.
Pretežna večina vplivov je ocenjenih bolj ali manj negativno.
Posledično ni mogoče najti presoje vplivov elektroenergetskega
voda na okolje, ki bi napovedal pozitivne učinke na naravo.
4 Ločitev vplivov elektroenergetskega voda in
podnebnih sprememb
Pri presoji vplivov elektroenergetskega voda na naravo se
uporabljajo najnovejši zbrani podatki s terena, ki upoštevajo tudi
vplive podnebnih sprememb in vremena v posameznem letu na
stanje habitata in na obseg populacije zavarovane živalske vrste. Slika 2: Gramoznica Dobrovnik pri Lendavi, ekološko
Na podlagi zbranih podatkov so določeni omilitveni ukrepi, ki ne pomembno območje in naravna vrednota (ID. 7422)
odpravljajo le neposrednega negativnega učinka
elektroenergetskega voda, ampak tudi posledice drugih O nečem podobnem smo bili priča tudi v prvi fazi širitve
dejavnikov. Takšen primer je zahteva po ohranitvi ptic kulturne COVID-19, ko je omejitev gibanja prebivalstva zunaj stanovanj
krajine, ki so v resnici območja ekstenzivnega kmetijstva nastala privabila mnoge divje živali v naselja. Tudi sicer se živali učijo
pred nekaj stoletji, ki so se jim te ptice prilagodile. Ta habitat pa in iščejo hrano po deponijah odpadkov in smetnjakih, kar vse
nadomeščajo območja intenzivnega kmetijstva, ki pa tem vrstam dokazuje njihovo prilagodljivost človekovemu okolju.
ne ustrezajo [7]. Tega ni mogoče omiliti z omilitvenimi ukrepi
drugih projektov. Presoja ne ločuje neposrednih vplivov
elektroenergetskega voda od posledic podnebnih sprememb. Z 7 Natura 2000
lokalnimi ukrepi je mogoče se izogniti ali omiliti lokalne vplive, Natura 2000, kot najobsežnejši sistem varstva narave v državah
ni pa mogoče lokalno odpraviti vlive podnebnih sprememb, ki članicah EU [9, 10] temelji na več zanimivih izhodiščih.
jih je treba obravnavati globalno. Kljub temu, da EU določa množico ureditev, ki veljajo
enotno za celotno območje EU, pa so območja Natura 2000
5 Neponovljivost elektroenergetskega voda in naravovarstvena vrednost določa glede na redkost tega habitata določena za vsako državo članico posebej. Tako se
neponovljivost habitatov ali zavarovane živalske vrste znotraj države članice. Tako je v
Pri presoji vplivov elektroenergetskega voda na naravo je eni državi ob mejni reki zaradi ptic zavarovano območje, v
izhodišče, da ima vsak vod drugačne vplive na habitate [8] in da sosednji državi na drugi strani iste reke pa te ptice niso
ni podobnih habitatov. Kljub obstoju mednarodne klasifikacije zavarovane.
habitatnih tipov [9], po katerih so razdeljene vse površine v Druga posebnost je določitev vpliva elektroenergetskega
Sloveniji, se presoja vsakega voda izvaja posebej brez uporabe voda na posamezno zavarovano živalsko vrsto v obliki odstotka
dokazanih vplivov podobnega voda na podobne habitate. Do od populacije v posamezni državi članici EU. Slika 2 prikazuje
sedaj tudi niso bile uporabljene primerjave s podobnimi vodi v lokacije treh podobnih elektroenergetskih vodov (vsak
Natura 2000 in ohranjanje narave, spodbuda ali ovira pri razvoju
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
elektroenergetskega omrežja
elektroenergetskega vod z oznako PCI ima površino 1 km 2) glede zanemari vpliv pogojev preživetja na drugih kontinentih ali na
na območje zavarovane živalske vrste. Hipotetični primer: njihovi vsakoletni selitveni poti.
površina države X = 100 km2 2 2 , Y = 10 km , Z = 10 km; pri tem
sta državi X in Y na osrednjem območju visoke gostote
zavarovane populacije (1000/km2 8 Koristi in škode pri elektroenergetskem vodu ) in država Z na obrobju
populacije z nizko gostoto (100/km2). Metoda za določanje vplivov elektroenergetskih vodov na
naravo je poponoma enaka kot metoda za določanje vplivov za
katerikoli proizvodni ali drugačen projekt. Vendar pa bi morali
elektroenergetske vode obravnavati celostno in drugače od
projektov, ki niso infrastrukturni. Pri odločanju o stroških
omilitvenih ukrepov za vod bi morali preveriti ali so ti stroški
upravičeni. Upoštevati moramo, da bodo stroški omilitvenih
ukrepov bremenili gospodarstvo, ki bo moralo ustvariti dodatno
dodano vrednost. Dodatna vrednost pa je na koncu uporabljena
za pokritje stroškov omilitvenih ukrepov elektroenergetskega
voda. Pri tem se vedno zanemari, da vsaka gospodarska
dejavnost povzroča negativne vplive na okolje. Zato je
pomembno, koliko gospodarstvo povprečno obremenjuje okolje.
Drugače povedano, »umazana industrija« bo ustvarila bistveno
večjo škodo v naravi za ustvarjanje dodatne dodane vrednosti,
kot pa bo korist za naravo zaradi izvedbe omilitvenih ukrepov za
elektroenergetski vod.
Slika 2: Lokacije treh podobnih vodov glede na območje 9 Strateška presoja
zavarovane živalske vrste V Sloveniji že desetletja izvajamo celovite presoje vplivov
planov na okolje. Pri tem se ne izvaja strateška okoljska presoja
Tabela 1 prikazuje delež prizadetih osebkov v odstotkih
plana ampak celovita presoja vplivov projektov, ki so vključeni
glede na populacijo v posamezni državi. Enak elektroenergetski
v plan, na okolje. Zato se običajno zahteva množica podrobnosti,
vod v osrednjem območju populacije prizadene enako število
ki bi jih morali preverjati pri presoji vplivov posameznega
osebkov, a je v državi X prizadet le 1 % populacije, ker je država
projekta na okolje (»Environmental Impact Assessment«,
10x večja od države Y. Posledično bo vpliv v državi X ocenjen
skrajšano EIA [11]). Šele zadnji predlog spremembe Zakona o
kot zanemarljiv, medtem ko bo vpliv v državi Y kljub enakemu
varstvu okolja uvaja neposredni prevod mednarodno
številu prizadetih osebkov ocenjen kot velik. V državi Z bo
uveljavljenega pojma »Strategic Environmental Assessment«
prizadetih 10x manjše število osebkov kot v državah X ali Y in
(skrajšano SEA [12]). Sprememba poimenovanja postopka v
bo vpliv ocenjen kot velik, ker bo prizadeto 10 % populacije v
»strateško okoljsko presojo« pa ne bo pospešila umeščanja
tej državi. Država Z bo tudi težje zagotavljala ugodne življenjske
elektroenergetskih vodov, če se bo izvajala kot do sedaj celovite
pogoje, ker so ti pogoji že sedaj očitno manj ugodni, ker je
presoje.
gostota populacije mnogo manjša. Ni izključeno, da bodo drugi
Naša posebnost je tudi, da izvajamo celovito presojo vplivov
negativni vplivi na populacijo v državi Z pripisani
elektroenergetskega voda na okolje, tudi če je pri projektu
elektroenergetskega vodu, pri katerem bo zato treba izvesti
obravnavanih več variant poteka. V številnih evropskih državah
obsežne omilitvene ukrepe, čeprav je v tej državi prizadeto
variante obravnavajo pri presoji vplivov voda na okolje (po EIA
najmanjše število osebkov zavarovane vrste.
postopku).
Značilen primer neustrezne strateške presoje pri nas je
Tabela 1: delež prizadetih osebkov v odstotkih presoja celotnega razvoja vodotokov. Ker ni izvedena strateška
okoljska presoja vseh vodotokov v Sloveniji, ki bi razvrstila vse
Država Površina vodotoke od naravovarstveno najvrednejših do najmanj Gostota Prizadeta Prizadet
(km2 naravovarstveno vrednih, tudi ni mogoče izvesti kakršnegakoli ) populacije populacija % v
(št./km 2 razvojnega projekta. Z razvrstitvijo po naravovarstveni vrednosti ) (št.) državi
X bi lahko zaščitili najvrednejše vodotoke in ostale namenili oskrbi 100 1000 1000 1
Y s pitno vodo, namakanju, proizvodnji električne energije, 10 1000 1000 10
Z turizmu, itd. Sedaj so zavarovana porečja Soče in Mure. Drava je 10 100 100 10
izkoriščena le energetsko, brez vizije za namakanje ali druge
vpliva elektroenergetskega voda na ptice selivke v obliki izgube Poseben primer ocenjevanja vpliva predstavlja ocenjevanje razvojne potrebe. Sava bo naravovarstveno preučevana le na odsekih, kjer so predlagane nove hidroelektrarne in tako dolgo, da bo tam najdenih dovolj zavarovanih živalskih vrst in vrednih procentov populacije, ker se uporabljajo podatki o populaciji na habitatov, da je ne bo mogoče uporabiti za katerokoli razvojno območju načrtovanega elektroenergetskega voda, pri čemer se funkcijo, razen, če bo uspešno izveden postopek prevlade druge
javne koristi nad koristjo narave. Primer neuspešno izvedenega
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia A. Kregar
postopka prevlade lahko opazujemo pri hidroelektrarni Mokrice projektov in nato vsakega posebej obravnavati s predhodnimi
in pripadajočih protipoplavnih in drugih razvojnih ureditvah. zahtevami po podrobnih podatkih kot se izvede presoja vplivov
Enako neustrezen pristop je bil v preteklosti izveden pri projektov na okolje (po EIA postopku).
presojah vplivov polj vetrnih elektrarn na ptice. Vedno se je Pri umeščanju in izvajanju okoljskih presoj
namreč preučevalo zgolj izbrano lokacijo in jo tudi po elektroenergetskih prenosnih vodov in druge infrastrukture
podrobnem preučevanju označilo kot naravovarstveno državnega pomena je nujno spremeniti tudi način usklajevanja
neprimerno, namesto, da bi se izvedla strateška okoljska presoja interesov v prostoru. Nov predpis Združenih držav Amerike [13]
za polja vetrnih elektrarn na območju celotne Slovenije. Da v dokazuje, da je nujno pospešiti postopke umeščanja tovrstne
Sloveniji ob enakih predpisih EU do sedaj nimamo niti enega infrastrukture v prostor in določa, kako to izvesti. Zakon o
delujočega polja vetrnih elektrarn, je dokaz, da ne izvajamo urejanju prostora omogoča učinkovitejše umeščanje z
pravilno strateških okoljskih presoj oziroma celovitih okoljskih vzpostavitvijo projektnih skupin, ki bi dejavno usklajevale
presoj in presoj vplivov projektov na okolje. interese v prostoru in sprejemale odločitve. Ker projektne
skupine niso prevzele odločevalske vloge oz. so to vlogo ohranili
formalni nosilci urejanja prostora, zakonska ureditev ni zaživela
10 Predlogi v praksi. Namesto ukinjanja projektnih skupin bi jih bilo
Najtežja bo sprememba gledanja na ohranjanje narave od ustrezneje nadomestiti s po eno projektno skupino za vsako vrsto
konzervatorskega pristopa nespremenljive narave k naravi kot infrastrukture, torej za elektroenergetske vode ena projektna
dinamičnem sistemu v katerem naj človek povzroča čim manjše skupina. Ta bi morala vključevati kompetentne člane, ki so
vplive. Spremembe gledanja na naravo pa ne bo mogoče doseči, sposobni sprejemati odločitve, ki bi nadomestile izdajo mnenj
če do teh spoznanj ne bo prišel izobraževalni kader, nato pa še z nosilcev urejanja prostora.
vzgojo nove generacije strokovnjakov za to področje. Največji
izziv bo razvoj metod za napovedovanje vplivov človeka na
naravo, kot najbolj zapletenega sistema soodvisnih spremenljivk. 11 Zaključek
Spremembo ocenjevanja vplivov elektroenergetskih vodov Postavitev množice obnovljivih virov v zadnjih letih, še posebej
na naravo bodo lahko izvedli le kadri, ki bodo sposobni videti v drugih državah članicah EU, ob enaki evropski zakonodaji,
tako pozitivne kot negativne učinke človekovih posegov v dokazuje, da je v Sloveniji nujno spremeniti način izvajanja
naravo. To pa bo mogoče šele takrat, ko bodo vplivi strateških okoljskih presoj planov in presoje vplivov projektov
kvantificirani na podlagi metod za napovedovanje vplivov, na okolje. Spremembe so nujne pri uresničevanju
potrjenih z monitoringi pri delujočih podobnih elektroenergetskih projektov, kot tudi pri vseh ostalih vrstah
elektroenergetskih vodih v podobnih habitatih. Čim prej je treba infrastrukture.
v presojo vplivov vključiti monitoringe ravnotežnega stanja Upravljavci infrastruktur podpiramo izogibanje ali vsaj
narave vodov izvedenih pred več desetletji in na njih utemeljiti omilitev vplivov načrtovanih projektov na naravo, če presoje
predvidene učinke omilitvenih ukrepov. Pri tem pa je še posebej temeljijo na preverljivih, količinsko določenih podatkih in so
treba upoštevati hitro prilagodljivost živali pri napovedovanju izvedene v razumnem času. Takšen pristop pomeni hiter razvoj
vplivov elektroenergetskih vodov na naravo. projekta in njegovo uresničitev vključno z izvedbo omilitvenih
Nujen bo tudi razvoj metod napovedovanja vplivov človeka ukrepov, kar pomeni tudi prispevek k vzpostavljanju
na naravo do te mere, da bo mogoče napovedati ločeno vplive kakovostnih habitatov.
posameznega elektroenergetskega voda in vplive zaradi V Sloveniji moramo kljub visokemu zavedanju o kakovosti
podnebnih in drugih sprememb. narave doseči nacionalni konsenz, da je nujno hitro sprejeti
Metode za kvantificirane napovedi vplivov odločitve in izvesti mnoge razvojni projekte, če želimo
elektroenergetskih vodov na naravo bo mnogo lažje razviti, če se zagotoviti vire za preživetje in ohraniti kakovost življenja
bo odstopilo od pristopa obravnave vplivov vsakega prebivalstva.
elektroenergetskega voda posebej in se bo vzpostavila »banka«
podatkov napovedanih vplivov in monitoringov dejanskih Literatura
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10872/building-for-the-future-through-electric-regional-transmission-
(79/409/EGS). (september 2024) DOI: https://eur-
planning-and-cost-allocation.
Sprejemljive in „nesprejemljive“ metode žlahtnjenja rastlin kot del boja za racionalno
odločanje v okoljevarstvu
Borut Bohanec, zaslužni profesor
Oddelek za agronomijo,
Biotehniška fakulteta,
Univerza v Ljubljani.
Jamnikarjeva 101,
1000 Ljubljana, Slovenija
borut.bohanec@bf.uni-lj.si
Izvleček
križanj in sicer in vitro reševanje nezrelih embrijev in
Žlahtnjenje rastlin se je na znanstvenih osnovah razvijalo
od pričetka 20. stoletja in močno vplivalo na prehrano vse fuzije protoplastov. Številne sorte so poliploidne. Nekatere
so take že po naravni poti, druge pa smo ustvarili ljudje.
večjega števila ljudi. Kratko opisujemo obstoječe metode
Poliploidi (pšenica, krompir, hmelj, jagode itd.) so
in njihovo prepoznavnost med prebivalstvom. Žal se
običajno robustnejši lahko pa tudi brezsemenski (banane,
najsodobnejši del teh metod – genski inženiring torej
genskih preurejanj vse prevečkrat na naši celini ocenjujejo Novejša uveljavljena metoda je formiranje F1 hibridnega semena. Gre za izkoriščanje heteroze (hibridne metode genskih transformacij in v zadnjem času tudi lubenice).
z negativnega vidika. Težko je razumeti tako odklonilen
odnos, če vemo kaj vse drugim delom sveta prinaša njihov bujnosti), ki se pojavi pri nekaterih križancih čistih linij v
njihovi prvi filialni generaciji. V naše kraje se je zlasti pri
sprejem. koruzi razširila po drugi svetovni vojni. Del prebivalstva
Abstract se je novosti bal, danes pa je hibridnost številnih vrst pogoj
za donosno pridelavo. V pomoč pri žlahtnjenju hibridnih
Plant breeding has been developed on a scientific basis sort je več biotehnoloških postopkov. S haploidi skrajšamo
since the early 20th century and has a major impact on the tvorbo čistih linij za mnogo let, z genskimi markerji pa si
diets of a growing number of people. We briefly describe pomagamo pri odbiri. Eno od takih metod smo pri zelju
the existing methods and their visibility among the razvili tudi pri nas (Rudolf Pilih in sod. 2019).
population. Unfortunately, the most modern part of the Mutageneza je tehnika 60ih let in je rešila mnoge
methods - genetic engineering, i.e. methods of genetic težave z nedostopnostjo drugih virov genske raznolikosti.
transformation and, more recently, genetic editing - are all Njen ekvivalent je najsodobnejša oblika biotehnološkega
too often viewed negatively on our continent. It is difficult žlahtnjenja – gensko preurejanje, ločita pa se po nekaj
to understand such a dismissive attitude, knowing all that pomembnih značilnostih. Izzvana mutageneza se izvede z
their adoption brings to other parts of the world. naključnim “obstreljevanjem” delov rastlin ali semen z
ionizirajočim žarčenjem ali mutagenimi kemikalijami.
Ključne besede: Geni, ki mutirajo, so naključno mutirani in zvečine
recesivni. Le velikemu obsegu dela lahko pripišemo vsaj
Križanja, Genske transformacije, In vitro embriji oz. delen uspeh, denimo odstranitev določene nezaželene
protoplasti, Izzvane mutacije, Gensko preurejanje lastnosti recimo erucične kisline v oljni ogrščici. Sodobna
metoda genskega preurejanja pa cilja točno določen gen,
lahko tudi istočasno v večih različicah (alelnih oblikah), ne
Metode žlahtnjenja pa tudi preostalih genov. Mutageneza se smatra kot
neproblematična metoda, o primernosti genomskega
preurejanja in njegovi regulativi, pa se v EU sučejo
Med starejše metode žlahtnjenja sodi uporaba znotraj pogajanja že 15 let. V tem času so bili drugod nekateri
vrstnega in medvrstnega križanja. Križanje omogoči rezultati že sproščeni (denimo GABA paradižnik na
premeščanje genov med sortami ali vrstami rastlin in s tem Japonskem), nekateri pa so najavljeni v kratkem (denimo
kopičenje za pridelavo ugodnih lastnosti med potomci. brezglutenska pšenica). Evropski parlament prejšnje
Medvrstna križanja so zahtevnejša in lahko rezultirajo z sestave je gensko preurejanje sprejel, naloga sedanjega pa
novo vrsto (tritikala) ali z novimi lastnostmi izhodiščne je izvedba zakonodaje.
vrste (paradižnik, itd.). Pogost vir genov so “divji
sorodniki”, če so dostopni. Denimo že več let je znana Spornost genskih transformacij
huda odvisnost ozkega nabora genov pri bananah, ki jih
zato težko branimo pred boleznimi. V Sloveniji je tak Gibanja aktivistov že tretje desetletje ovirajo aplikacijo
primer hmelj, katerega genska baza je ozka, uspešno pa je
bil rešen krompir, odpornost na virus je prišla iz sorodne uspešni primeri uporabe genskih transformacij ter sodobnih genskih tehnologij. V predavanju bodo zajeti
vrste. Dve biotehnološki metodi pripomoreta k uspehu avtorjeve osebne izkušnje pri sproščanju. Poudarjeno bo
tudi, da kljub pomanjkanju argumentov številne
aktivistične organizacije sprožajo kampanje tudi proti
najbolj nujno potrebnim sortam, denimo pravkar ponovno
na Filipinih proti zlatemu rižu (viru vitamina A) in to ne
glede na strahotne posledice, ki se merijo v sto tisočih
oslepelih otrocih v azijskih državah.
Vir
Rudolf Pilih K. et al (2019) Proposal of a new hybrid
breeding method based on genotyping, inter-pollination,
phenotyping and paternity testing of selected elite F1
hybrids. Frontiers in Plant Science. 2019, art. 1111, vol.
10
Ni fosilnih goriv – ni hrane
No fossil fuels - no food
Andrej Senegačnik†
Laboratorij za termoenergetiko
Fakulteta za strojništvo
Univerza v Ljubljani
Slovenija
andrej.senegacnik@fs.uni-lj.si
POVZETEK na to temo, večina držav ima tudi že strateške načrte kako to
izvesti, npr. Slovenija v Nacionalnem energetsko podnebnem
V prispevku je obravnavana poraba energije v sektorju načrtu (NEPN) [1]. Realni rezultati 20 letnega razogličenja so
kmetijstva in gozdarstva. Trenutna sektorska poraba končne ravno nasprotni. Emisije toplogrednih plinov se globalno
energije je na nivoju 70.000 ton dieselskega goriva letno. Glede povečujejo. V nekaterih državah, ki brezglavo politično forsirajo
na evropski "Green Deal", ki predvideva razogličenje in spremenljive obnovljive vire (VRE ang. Variable Renewable
opustitev fosilnih goriv do leta 2050, so raziskane možnosti Energy), kot so npr. fotonapetostne in vetrne elektrarne za
nadomestitve z obnovljivimi viri. Modelska predpostavka je, da proizvodnjo električne energije, se je cena le te v zadnjih dveh
se samooskrba s hrano poveča iz sedanjih 40 % na 80 %, letih izjemno zvišala, posledično se je pa konkurenčnost teh
hektarski donos pa se zmanjša zaradi zmanjšanja uporabe gospodarstev zmanjšala. Eklatanten primer je Nemčija in njene
fitofarmacevtskih sredstev. Obravnavanih je več alternativ gospodarske težave zaradi nekonkurenčnosti. Realno gledano, je
nadomestitve, s fizičnim delom ljudi in konj, biodieslom, pa vključevanje VRE virov v neko stabilno elektroenergetsko
izvedbo katerekoli alternative so realno zelo majhne. Ker je morejo obratovati in potrebujejo stabilnega gostitelja (klasične hrana nujno potrebna za naš obstoj bomo do odkritja kakih novih termoelektrarne na premog, plinske, jedrske, hidro). VRE viri električno energijo in sintetičnimi gorivi. Možnosti za dejansko oskrbo popolno tehnološko parazitiranje, saj VRE viri sami ne
tehnologij ostali na uporabi fosilnih goriv. torej lahko obratujejo izključno na račun drugega.
KEYWORDS / KLJUČNE BESEDE pomeni tudi povečevanje porabe energije je v nasprotju z drugim Zmanjševanje GHG ob sočasni gospodarski rasti, ki istočasno
razogličenje, fosilna goriva, pridelovanje hrane, glavnim zakonom termodinamike (II. GZT). Trenutno žal ne
znamo (in tudi nikoli ne bomo), kako zaobiti II. GZT. Politične
ABSTRACT direktive in zeleni aktivizem pa na fizikalne zakone ne deluje –
The paper deals with energy consumption in the agricultural and še sreča! Navidezno si politika pomaga z zelo ozko izbranimi
forestry sector. The current sectoral consumption of final energy mejami sistema. Danska npr. vse energijsko intenzivne
is 70,000 tons of diesel fuel per year. In line with the European polizdelke uvaža iz Azije, lesne pelete za ogrevanje Köbenhavna
"Green Deal", which envisages the abandonment of fossil fuels pa iz Brazilije in Kanade, itd., itd,… Npr. na Danskem je poraba
by 2050, the possibilities of replacing them with renewable jekla na prebivalca večja kot v Sloveniji, toda ker nimajo nobene
energy sources are examined. The model assumes that the degree jeklarne in druge energijsko intenzivne industrije… je njihova
of self-sufficiency in food production will increase from the energijska učinkovitost merjena kot razmerje med porabo
current 40% to 80% and that the yield per hectare will decrease energije in dodano vrednostjo bistveno manjša kot v Sloveniji in
due to the reduced use of pesticides. Several alternatives are celo najnižja v Evropi?? Tako navidezno zmanjševanje GHG na
being discussed, including manual labor by humans and horses, račun nekoga drugega je zelo prikladen politični pamflet, ko
biodiesel, electricity and synthetic fuels. Realistically, the prepričuješ ljudske množice o uspešnosti izvedenih "zelenih"
chances of actually implementing all alternatives are very slim. ukrepov in kako s tem rešuješ svet. Zelo podobno je tudi z
Since food is absolutely necessary for our existence, we will have električnimi avtomobili. Njihova emisija GHG je 0 gramov CO2
to rely on the use of fossil fuels until new technologies are na prevoženi kilometer? Emisija električne energija za polnjenje
discovered. baterije pa najbrž ne?
Ambiciozni evropski podnebni načrt "Green Deal" [2] je
KEYWORDS opustitev fosilnih goriv in prehod na obnovljive vire energije
decarbonization, fossil fuels, food production (OVE) do 2050. Glavna ideja razogljičenja je, da se bo vsa
fosilna in jedrska energija nadomestila z VRE električno energijo,
tam kjer pa prehod na električno energijo ni možen ali smiseln,
1 UVOD bo izvedena zamenjava z vodikom in sintetičnimi gorivi, ki se
Zadnje čase se globalno ukvarjamo kako zmanjšati bodo pridobivali iz VRE električne energije. Ideja je navidezno
kakršnekoli ogljične odtise v obliki antropogenih izpustov dobra in izvedljiva, dokler govorimo o lekarniškem in
toplogrednih plinov (GHG ang. Greenhouse Gases). V laboratorijskem nivoju izvedbe prehoda in zelo ozko postavljeno
preteklosti je bilo že veliko konferenc in strateških posvetovanj bilančno mejo sistema. Ko pa se bilančne meje razširijo in
preidemo na nivo držav ali globalni nivo, pa ugotovimo, da II. bistveno več mesa, ki porablja za pridelavo bistveno več energije
GZT še vedno velja. Realno se pojavi zelo veliko nepremostljivih (npr. najprej pridelavo koruze za živinsko krmo). Učinkovitost
fizikalnih preprek. Trenutni zeleni prehod lahko označimo kot se je povečala predvsem zaradi umetnih gnojil in
obupne poizkuse, da bi iz starih tehnologij dobili povsem nove fitofarmacevtskih sredstev.
rezultate (Einstein), po možnosti seveda takšne, ki so v nasprotju Ob predpostavki, da je izkoristek pretvorbe dieselskega
z II: GZT? Naj omenimo, da je bila vodikova gorivna celica goriva v mehansko delo 25 %, iz 200.000 t dobimo 600.000
odkrita že leta 1838, pa se do danes še ni uveljavila? Kje je MWh mehanskega dela (iz 1 kg goriva ~3 kWh mehanskega
vzrok? dela). Če to preračunamo v delovne dni, kjer se upošteva, da
Prispevek obravnava možnosti pridelave hrane v Sloveniji na človek lahko dnevno odda do 0,6 kWh [4] dobimo kar eno
tradicionalni in povsem OVE način s človeško in živalsko 9 milijardo (10) delovnih dni. Nadalje lahko predpostavimo, da se
delovno silo. Težko si namreč zamislimo, da bi polja obdelovali je v preteklosti s pridelavo hrane ukvarjalo več kot 90 %
z električnimi obdelovalnimi stroji, zaradi pogostih prekinitev prebivalstva, kar bi za trenutne Slovenske razmere pomenilo 1,8
dela zaradi več urnega polnjenja baterij. Delovna obremenitev milijona ljudi. Za 600 GWh mehanskega dela, bi moralo vseh 1,8
kmetijskih strojev je namreč trajno bistveno večja (večino časa milijona ljudi težko fizično delati kar 555 dni, torej več kot eno
vsaj na 80 % nazivne moči), kot pa električnih osebnih vozil. leto. Dobljena ocena potrebnih delovnih dni, se načeloma dobro
Tudi potrebne moči so bistveno večje npr. sekalnik lesnih ujema z dejstvom, da so nekoč ljudje večinoma delali samo za
sekancev, manjši kombajn; potrebuje moč ~500 kW. Ker bi hrano za preživetje. Pri tem so si pomagali tudi vprežnimi
uporaba električnih kmetijskih strojev kmetovalcem najbrž živalmi. Zelo groba ocena med oddanim delom konja in človeka
bistveno otežila obdelovanje polj, je zato najbrž bolj smiselna je ~10:1, pri čemer je potrebno upoštevati, da konj v naših
uporaba sintetičnih goriv. Pri teh pa je vložek energije za njihovo klimatskih pogojih poje četrtino "svojega" pridelka..
pridobivanje kar 3 do 4 krat večji kot njihova kurilnost. Zato v
prispevku hipotetično obravnavamo kakšne so možnosti
pridelave hrane na tradicionalen povsem OVE način, brez Tabela 1: Primerjava moči delovnih živali in človeka [5]
sodobnih tehnologij.
vlečna sila, hitrost, moč, W moč v
N m/s HP
2 METODOLOGIJA konj 600 1,2 650 0,86
Iz podatkov o porabi dieselskega goriva v kmetijstvu, ki so vol 600 0,8 430 0,57
zajeti iz Statističnega urada Slovenije (SURS) [3] je izračunana mula 300 1,2 321 0,43
nadomestna količina mehanskega dela. To mehansko opravljeno človek 90 1,2 67 0,09
delo se nato porazdeli na obnovljiva vira, človeško delo in delo
živali. Pri tem je dodatno upoštevano povečanje samooskrbe s Prikazana groba ocena zamenjave fosilnih goriv z delom
hrano iz današnjih ~40 % na ~80 % in zmanjšana uporaba živali in ljudi v kmetijstvu pokaže, da je to možno (neizpodbiten
fitofarmacevtskih sredstev in zato bolj ekološka pridelava dokaz je tudi v preteklosti, saj so naši predniki preživeli brez
poljščin, zaradi česar se pridelek glede na današnji nivo dodatno fosilnih goriv), toda cena zamenjave nazaj na OVE je visoka.
zmanjša za 25 %. Očitno je, da bi v tem primeru morali skoraj vsi obdelovati polja
in se ukvarjati s kmetijstvom. Pri današnji stopnji urbanizacije,
ko večina ljudi živi v velikih mestih (ali več milijonskih
3 PORABA ENERGIJE V KMETIJSTVU V velemestih) je tak prehod nazaj popolnoma nemogoč zaradi
SLOVENIJI transporta delovne sile na polja. Logična posledica je torej, da se
človeštvo ne more odreči trenutni kmetijski mehanizaciji na
energije v kmetijstvu ~75.000 t dieselskega goriva, s katerim se Po podatkih SURS je letna povprečna poraba končne fosilna goriva. Prehod na strojno obdelavo polj je bil temeljni pogoj za industrializacijo in splošni napredek [4] in današnji visok standard – izobilje dobrin. Delež delovnih mest v državah 2 obdeluje 1750 km njiv, skupne kmetijske površine v uporabi so z visoko razvitim in mehaniziranim kmetijstvom je samo še 2 % 2 4750 km [3] Njivskih površin na prebivalca imamo najmanj v do 3 %. Z večanjem produktivnosti se obseg produkcije linearno 2 EU, samo 875 m , kar bi moral biti izredno močen alarm za povečuje, poraba energije pa eksponentno. Sila trenja se politiko, ker še vedno dovoljuje gradnjo, večinoma ne življenjsko povečuje navadno s kvadratom hitrosti (hitrejši proces pomeni pomembnih objektov (nakupovalnih središč, nasedlih tovarn – večjo produktivnost, ki pa je vedno povezana z večjimi npr. štajerska Magna) na prvovrstnih kmetijskih zemljiščih! Ob izgubami), moč za premagovanje trenja pa torej s tretjo potenco. zelo grobi predpostavki, da se pridelki iz kmetijstva podvojijo do Delež porabe energije v kmetijstvu in živilski industriji je leta 2050 ob 25 % manjšem izplenu, bi se poraba goriv povečala glede na celotno porabo kljub vsemu relativno majhen, toda na ~200.000 t dieselskega goriva. Ob tem bi se morale bistveno izjemno pomemben " conditio sine qua non " (lat.: brez česar ne povečati tudi obdelovalne površine. Gozdnatost Slovenije je bila gre). Kljub relativno majhni porabi, je prehod na OVE izjemno v 19 stoletju samo ~30 %, samooskrba s hrano je bila ~80 % za težaven ampak dokazljivo mogoč (seveda ob bistveno nižjem ~1 milijon prebivalcev. Če torej primerjamo takratno in sedanjo življenjskem standardu in manj prebivalcih). Če bi hoteli fosilni učinkovitost kmetijstva, je razvidno, da je sedanja pridelava diesel nadomestit z biodieslom, ki ima EROI 2, pri povprečnem bistveno bolj učinkovita (na manjši obdelovalni površini 40 % izplenu 3 t/ha [6] in [7], bi za 200.000 t biodiesla potrebovali še hrane za 2 milijona = 80 % za 1 milijon), ob tem, da je v prehrani dodatnih ~70.000 ha (700 km 2 ) obdelovalnih polj in ker je EROI
2, tudi še vložek energije za predelavo oljne ogrščice v biodiesel, sredstev, izdelave obdelovalnih strojev,… Zelo lep pregled agro-
ki je pa 50 % energije biodiesla. Zato bi se poraba biodiesla ekonomskih faktorjev je prikazan v [8]. V tabeli 2 je navedenih
morala še dodatno povečati (npr. za oranje in obdelavo dodatnih samo nekaj najbolj zanimivih vrednosti.
700 km2…). Kot vidimo, je nadomeščanje z biogorivi bolj ali
manj nesmiselno. Še enkrat boljši za nadomeščanje je konj, ki
ima EROI vsaj ~4-5. Tabela 2: Nekateri agro-ekonomski faktorji povzeti iz [8]
Poraba končne energije v sektorju kmetijstva in gozdarstva
predstavlja le ~1,5 % porabe končne energije v Sloveniji, slika 1 skupna poraba za kWh/(ha leto) 315-2060
in 2. Relativno zelo malo, toda zelo težko jo nadomestimo z obdelovanje zemlje
obnovljivimi viri, tudi z OVE električno energijo, ker gre produkcija kWh/kg 75-117
prvenstveno za mobilne delovne stroje velikih moči. pesticida/fungicida
produkcija pest./fung. kWh/(ha leto) 140-550
za škropljenje 1 ha
produkcija dušikovih kWh/kg 12-18
umetnih gnojil
produkcija fosfornih kWh/kg 1,4-9
umetnih gnojil
produkcija kalijevih kWh/kg 1,5-14
umetnih gnojil
količina dušikovih kg/ha 30-210
gnojil za 1 ha
Slika 1: Delež porabe končne energije za kmetijstvo in
gozdarstvo [3] 4 ZAKLJUČEK
V prispevku je raziskana možnost prehoda iz uporabe fosilnih
goriv na druge obnovljive vire energije za sektor kmetijstva in
gozdarstva. Osnovno izhodišče modela so statistični podatki o
deležu samooskrbe s hrano in poraba končne energije sektorja.
Rezultati zelo enostavnega modela pokažejo, da bi bilo
mehansko delo iz fosilnih goriv hipotetično možno nadomestiti
z delom ljudi in konjev, ob robnem pogoju, da bi morali skoraj
vsi prebivalci, preko 80 %, trdo delati na poljih samo za
preživetje. Predviden je tudi dvig samooskrbe s hrano iz
Slika 2: Končna poraba energije za kmetijstvo in današnjih 40 % na nekdanjih 80 %. Tovrstna zamenjava s
gozdarstvo [3] povečanjem fizičnega dela ljudi je za današnji čas popolnoma
nesprejemljiva, čeprav je v preteklosti, ko še niso imeli toplotnih
Poraba končne energije industrijsko predelovalnega sektorja strojev in kapljevitih fosilnih goriv, to bila edina in zelo
proizvodnje hrane in pijač v Sloveniji je skoraj enaka porabi v samoumevna realnost. Druga alternativa je uporaba baterijskih
kmetijstvu, to je ~70.000 toe, pri čemer pa je poraba razdeljena kmetijskih strojev. Žal tudi ta alternativa tehnološko še ni zrela.
na dva glavna energenta, to je električno energijo in energijo Ti stroji so relativno bistveno bolj obremenjeni (glede na nazivno
goriv, slika 3, predvsem zemeljskega plina in nekaj malega moč) in to v daljših časovnih intervalih (dnevno več ur), torej
ostalih goriv. bistveno bolj kot npr. baterijska osebna vozila. Sredi polj bi
morali postaviti zelo zelo hitre polnilnice? Torej je tudi ta
alternativa zelo malo verjetna. Tretja alternativa je "klasični"
konjski pogon. Ta je najbolj ekološki, deluje na lokalno pridelano
hrano, proizvaja naravno gnojilo, konji se razmnožujejo sami,…
Ta pogon ima torej vrsto prednosti. Edina slabost zakaj se ga ne
uporablja več je pa specifična moč, ki je ~1 W/kg mase konja.
Sodobni kmetijski stroji imajo nekaj stokrat večjo specifično
moč. Četrta alternativa je pridelava biodiesla in njegova uporaba
za obdelavo polj. Glede na to, da je EROI 2, to pomeni da je
potrebni vložek energije za pridelavo biodiesla enak njegovi
razpoložljivi energiji. Zato bi se poraba energije povečala ob
Slika 3: Končna poraba energije za živilsko predelovalno 2 sočasnem povečanju obdelovalnih površin, vsaj za 700 km, v industrijo v Sloveniji [3] realnosti pa najbrž še bistveno več. Kot peta alternativa ostanejo
"posredne" energije v obliki umetnih gnojil, fitofarmacevtskih Poleg te neposredne porabe je v kmetijstvu še veliko še vodik in sintetična goriva, npr. sintetični diesel, ki ima EROI 0,23 [9], kar pomeni, da je neto porabnik energije in je potrebni zunanji vložek energije za sintezo kar ~350 %? Kot je razvidno
je vseh pet "zelenih" alternativ v skladu z "Green Deal-om" [5] San José State University, Department of Economics, Comparison of
realno (ne)izvedljivih iz česar sledi zelo neprijeten zaključek: če Power Produced by Various Draft Animals and Humans
https://www.sjsu.edu/faculty/watkins/animalpower.htm
ne bomo uporabljali fosilnih goriv tudi hrane ne bo. [6] I. van Duren, et.al. Where to produce rapeseed biodiesel and why?
Mapping European rapeseed energy efficiency, Renewable Energy, 74,
49-59, 2015, http://dx.doi.org/10.1016/j.renene.2014.07.016
[7] M. T. Firrisa, et.al. Energy efficiency for rapeseed biodiesel production in
VIRI different farming systems, Energy Efficiency 7:79–95, 2014, DOI 10.1007/s12053-013-9201-2
[1] Vlada Republike Slovenije, Nacionalni energetsko podnebni načrt – [8] O. T. Arodudu et. al. Integrating agronomic factors into energy efficiency
NEPN, 2023, dostopno na https://www.energetika- assessment of agro-bioenergy production – A case study of ethanol and
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dec2023.pdf 2017, http://dx.doi.org/10.1016/j.apenergy.2017.02.017
[2] European Commission, European Green Deal, 2019, dostopno na: [9] S. Hänggi, et. al. A review of synthetic fuels for passenger vehicles.
https://ec.europa.eu/commission/presscorner/detail/en/ip_19_6691 Energy Reports, 5, p. 555–569, 2019
[3] Statistični urad Republike Slovenije, SURS, podatkovne baze SiStat, https://doi.org/10.1016/j.egyr.2019.04.007
dostopno na: https://www.stat.si/statweb
[4] V. Smil, Energy and Civilization, MIT Press, Cambridge, 2017,
http://dx.doi.org/10.7551/mitpress/10752.001.0001
Nemški energetski prehod ter njegove politične in gospodarske
posledice
The German energy transition and its political and economic
consequences
prof.dr. Dušan Povh
Svetovalec
dusan.povh@t-online.de
POVZETEK V poznih osemdesetih letih prejšnjega stoletja so izpusti
V CO2 postali glavna tarča okoljevarstvenikov, ki so jih videli kot
prispevku na kratko opisujemo razvoj in položaj nemške glavni vzrok podnebnih sprememb. Leta 1988 je bil pod okriljem
Energiewende. Politiki so Energiewende načrtovali predvsem ZN ustanovljen IPCC Committee, ki od takrat igra vodilno vlogo
ideološko, ne da bi upoštevali možne posledice za življenjski v »boju« proti podnebnim spremembam. IPCC zbira raziskave in
standard ljudi, obstoj in razvoj gospodarstva ter socialno publikacije o podnebnih spremembah ter nato objavlja lastne
stabilnost države. Podane so posledice omenjenega energetskega zaključke.
prehoda, saj so te pomembne tudi za Evropo in države v njej, ki Podnebni problem je postal eno najpomembnejših vprašanj
imajo tesne gospodarske odnose z Nemčijo in lahko pričakujejo svetovne politike. Od leta 1992 je bilo organizirano veliko število
podobne probleme. letnih podnebnih konferenc. Najpomembnejša je bil leta 2015 v
ABSTRACT Parizu, kjer so bile sprejete splošne (vendar nezavezujoče) zaveze za zmanjšanje CO2. Nemčija je bila ves čas gonilna sila T he development and status of the German energy te politike, ne glede na to, da predstavlja le okoli 2 % skupnih
transition are briefly described. Politicians planned the energy emisij CO2. To politiko je nato v celoti sprejela tudi EU [1].
transition primarily ideologically, without considering the Drugi v svetu gledajo na ta problem bolj realno. Bolj kot
possible consequences for people's living standards, the podnebne spremembe jim je pomembna blaginja lastne države.
existence and development of the economy, and the social Nemčija se je zavezala k zmanjšanju izpustov CO2 v
stability of the country. The consequences resulting from the primerjavi z letom 1990 za 40 % do 2020, za 65 % do 2030 (tukaj
energy transition are described. These are particularly important je Nemčija zaostrila svoj cilj EU na 55 %), za 80 % do 2040 in
for Europe and the countries that have close economic relations do 2045 za dosego podnebne nevtralnosti (EU do leta 2050).
with Germany and can expect similar problems. Poleg nujne strukturne spremembe v proizvodnji električne
. energije in prestrukturiranja omrežja, to pomeni tudi dolgoročno
odločilne spremembe v industriji, pri toplotni izolaciji hiš,
KLJUČNE BESEDE kmetijstvu in prometu.
Energetska politika, energetski prehod, Energiewende, Nemčija Glavna usmeritev energetskega prehoda je bila gradnja
vetrnih turbin in fotovoltaike. Želeli so zapreti vse elektrarne na
KEYWORDS premog in pokriti vse potrebe z električno energijo z
Energy policy, Energy transition, Energiewende, Germany obnovljivimi viri. Ker pa to tehnično ni izvedljivo, bo treba
zgraditi veliko (40 do 50) dodatnih plinskih elektrarn. Nemčija
se je kot edina država EU tudi odločila zapreti vse delujoče
1 jedrske elektrarne, ki so desetletja zagotavljale poceni in varno ENERGIEWENDE
Zgodovina energetskega prehoda (Energiewende) v Od začetka energetskega prehoda do leta 2022 je bilo za električno energijo.
Nemčiji se je začela že veliko pred nastajajočim problemom subvencije porabljenih ogromno denarja. Toda največja,
podnebnih sprememb, domnevno zaradi izpustov CO2, ki jih ideološko vodena napaka je bila zaprtje vseh jedrskih elektrarn.
povzroča človek. Razlog je bilo gibanje proti jedrski energiji kot Študije [2] kažejo, da je bilo s tem izgubljenih 600 milijard EUR
posledica černobilske nesreče. brez večjega zmanjšanja CO2. Seveda pa ta znesek ne upošteva
morebitnih drugih dodatnih stroškov, povezanih z energetskim
prehodom. Seveda pa ti ogromni zneski manjkajo za druge
potrebne investicije in posebno na področjih razvoja, ki bi
Permission to make digital or hard copies of part or all of this work for personal or zagotovil konkurenčnost gospodarstva.
classroom use is granted without fee provided that copies are not made or distributed Izraz Energiewende se je razširil iz oskrbe z električno
for profit or commercial advantage and that copies bear this notice and the full
citation on the first page. Copyrights for third-party components of this work must energijo na vsa področja vsakdanjega življenja, kjer prihaja do
be honored. For all other uses, contact the owner/author(s). emisij CO2: industrija, promet, gradbeništvo in kmetijstvo.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.env.20
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia D. Povh
Dodatni stroški Energiewende do leta 2035 naj bi znašali Posledice Energiewende za industrijo so alarmantne.
1,2 bilijona EUR. Primerljiv znesek se bo nato še potreben do Glavni razlog so visoki stroški energije (2 do 3 krat višji kot v
leta 2045, če politiki medtem ne bodo prisiljeni spremeniti USA ali na Kitajskem), ki nastanejo zaradi prisilnega opuščanja
časovnice in vsebine energetskega prehoda. premoga, plina in nafte. K temu je gotovo prispevala tudi ruska
Energiewende se nahaja že nekaj let v slepi ulici, čeprav vojna proti Ukrajini z izgubo poceni ruskega plina in trendi v
tega politiki (še) nočejo priznati. Večina projektov za zmanjšanje svetovnem gospodarstvu. Toda politiki bi se morali pravočasno
CO2 je modificiranih, ustavljenih ali preloženih. Jasno je tudi, da odzvati na te težave. Energetsko intenzivna industrija (jeklarska,
cilji za leto 2030 ne bodo doseženi. In kaj se bo zgodilo pozneje, kemična) v Nemčiji ni več konkurenčna. Tudi pomanjkljivosti
je politično vprašljivo. lokacij (okoljski ukrepi, preregulacija, birokracija) prispevajo k
temu, da se vse več podjetij izseljuje v države, ki ponujajo
cenejšo energijo in boljše lokacijske pogoje. Energetski prehod
2 POSLEDICE na vodik kot vir energije, ki naj bi omogočil zeleni prehod
Čeprav je še vedno vprašljivo, v kolikšni meri prispevek industrije, je zelo zelo drag in negospodaren. Trajalo bo še
človekovih emisij CO2 prispeva k podnebnim spremembam, mnogo let, preden bo sploh uporabljen v večjem obsegu.
politiki zmanjševanje CO2 razglašajo za brezalternativno in kot Denar, porabljen, za energetski prehod torej ni bil voljo za
vprašanje preživetja. In to brez predhodnega upoštevanja druge naloge, predvsem za potreben razvoj novih tehnologij.
tehničnih, ekonomskih in socioloških posledic. Energetski Glavni tekmeci v svetu (ZDA, Kitajska, Indija), pa tudi nekatere
prehod se je začel z obljubo, da ne bo stal skoraj nič (morda ceno druge države, so Nemčijo prehiteli na večini za bodočnost
ene kepice sladoleda na mesec), ponudil pa bo veliko novih ključnih področij. To velja seveda tudi za EU. V avstralski študiji
delovnih mest. Resničnost je popolnoma drugačna. [3] je med 44 razvojnimi področji, ki so ključna za prihodnost,
Cilj politike je bil neusmiljeno uveljavljanje ukrepov brez Nemčija navedena le na enem področju na 3 mestu, na nekaj
upoštevanja kakršnega koli nasprotnega mnenja in problemov, ki področjih na 4 ali 5 mestu. Pri veliki večini pa je ni med prvimi
so se pojavili. Primeri tega so: petimi. Tudi to so alarmantni znaki negotove gospodarske
prihodnosti Nemčije in EU.
Stroški energije, elektrike in plina so se v nasprotju z
napovedmi politikov prekomerno podražili in močno Nemčija je z vrha svetovne lestvice glede na
obremenili standard ljudi. Trenutno ponovno prihaja sicer BDP/prebivalca zdrsnila na 21. mesto. Prehitele so jo tudi
do znižanj cen plina, a cena električne energije (kar je bil manj razvite, a z viri bogate države.
cilj energetskega prehoda) dolgoročno ostaja visoka. Nemčija je padla iz prve skupine na 24. mesto na svetovni
Zakon o ogrevanju, ki naj bi dosegel prisilno zamenjavo lestvici po konkurenčnosti (kako privlačna je država za
ogrevalnih sistemov, ki bi povzročil enormne stroške za industrijo).
lastnike hiš in najemnike, je zaradi masovnih protestov Nemško gospodarstvo že dve leti stagnira in je blizu propadel,
recesije in je pri tem na repu držav v EU. Izboljšanja v
Uporaba toplotnih črpalk zastaja, potem ko se je izkazalo, naslednjih letih ni za pričakovati.
da povzročajo visoke stroške in ne prinašajo obljubljenih Glede na študijo Zveze nemških industrij (BDI) je 20 %
ali pa le z zelo visokimi dodatnimi stroški. Zaradi nemške industrije v kritičnem stanju. koristi. Za večstanovanjske hiše rešitve sploh ne obstajajo
preobremenitev se pojavljajo težave v Tuje investicije v Nemčiji so padle na minimum. Nemške
elektrodistribucijskih omrežjih. naložbe grejo v druge države, ki ponujajo boljše pogoje.
Električni avtomobili niso splošno sprejeti. Stroški so Številna, nekdanja vodilna industrijska podjetja odpuščajo
visoki (v primerjavi z avtomobili z motorji z notranjim delavce. Pričakujejo dvig brezposelnosti izgorevanjem), težave z njihovim dosegom in dostopom do
polnilnic ostajajo. Sledil je padec (40 %) prodaje teh Izvoz (nekoč glavni steber nemške blaginje) je letos upadel
avtomobilov in posledično ekonomskie težave v za 15 %, tudi kot posledice nekonkurenčnosti.
avtomobilski industriji (npr. v VW nameravajo zapreti
30.000 delovnih mest). Ekonomske težave povzročajo tudi težave v družbi
(socialne pomoči, pokojnine, migracije). Nezadovoljstvo ljudi,
Avtomobili so bistveni del življenjskega standarda in ljudje ne le zaradi energetske tranzicije, ampak tudi na drugih področjih CO2 emisije v prometnem sektorju še vedno naraščajo.
se jim nočejo odreči. V večini primerov tudi ni vsakdanjega življenja, vodi v nestabilne politične razmere.
enakovredne alternative s javnim prevozom za ljudi izven Razlike postajajo tako pereče, da ogrožajo demokracijo.
mest.
Stroškovni problemi za toplotno izolacijo hiš so visoki in 3 SKLEP
bi bistveno povečali najemnine, predvsem za revnejše
sloje. Energiewende je v krizi in vidne so posledice za življenjski
standard ljudi, gospodarsko moč države in politične razmere. To
Če povzamemo; ni dvoma, da je oz. bo zaradi energetskega velja tudi za EU in še posebej za države, ki so gospodarsko tesno
izrazite (negativne?) posledice tudi na političnem področju bi podnebno strategijo vsaj bistveno upočasnili in politične (vzpon skrajnežev). prioritete preusmerili v okrevanje gospodarstva in ohranjanje prehoda življenjski standard ljudi ogrožen. To pa ima povezane z Nemčijo. Konsolidacija razmer bi bila mogoča le, če
življenjskega standarda.
REFERENCE
[1] MIHALIČ, Rafael, POVH, dušan: German Energiewende Between
Ideology and Reality, Information Society, Oktober 2023, Ljubljana,
Slovenia .
[2] Jan EMBLEMSVÅG: What if Germany had invested in nuclear power? A
comparison between the German energy policy the last 20 years and an
alternative policy of investing in nuclear power, International Journal of
Sustainable Energy, Volume 43, 2024 - Issue 1
[3] Jamie GAIDO at al.: ASPI’ s Critical Technology Tracker (The global race
für future Power) Report No. 69/2023E
MITI IN RESNICE O ELEKTROMAGNETNEM SEVANJU /EMS/
Karel Lipič, univ.dipl.ing.
Zveza ekoloških gibanj Slovenije
– ZEG
Krško, Slovenija
zegslo20@gmail.com
Povzetek Zagovorniki varnosti brezžične tehnologije se sklicujejo na
zakonsko dovoljene meje (strokovno zastarelo in proti ustavno
V Sloveniji »lobi« mobilnih operaterjev in elektro podjetji v Uredbo o elektromagnetnem sevanju iz leta 1996 ) , ki naj bi
zadnjih 30-ih letih ni želel nobenih pozitivnih sprememb na zagotavljale varnost pred negativnimi učinki sevanj, ne omenijo
področju sevalne varnosti. Vsi uradni dokumenti in praksa na pa, da so te meje neustrezne (10 µT, napram 0.4 µT - mikro Tesla,
terenu se v zvezi z omenjenim varstvom sklicujejo na 26 let stare ki ga priporoča WHO, NIJZ) ) in kot take predmet resnih
smernice Mednarodne komisije za zaščito pred neionizirnim strokovnih pomislekov. Do danes se je namreč nabralo že
sevanjem - ICNIRP in 28 let staro Uredbo o elektromagnetnem ogromno dokazov, ki kažejo na škodljive učinke neionizirajočih
sevanju v naravnem in življenjskem okolju. Priporočila izpred sevanj daleč pod dovoljenimi mejami, zato bi morali po mnenju
več kot petindvajset let v teh smernicah določajo mejne vrednosti mnogih neodvisnih strokovnjakov nemudoma ukrepati in
glede na dokazane zaznavne učinke, ki temeljijo na termičnem regulativo temu ustrezno prilagoditi, obenem pa bi morala
segrevanju živih organizmov oziroma njihovih tkiv pod vplivi Mednarodna agencija za raziskave raka (IARC) radiofrekvenčno
umetnih izmeničnih elektromagnetnih polj. V času vse do danes , sevanje označiti kot “potrjeno rakotvorno” (skupina 1). so bile v svetu objavljene številne študije, ki kažejo škodljive
učinke na biološke oziroma celične procese znotraj živih Rakotvornost radiofrekvenčnih sevanj so v zadnjih letih potrdile
organizmov. Rezultati teh študij dokazujejo, da se škodljivi še dodatne epidemiološke raziskave in več raziskav na živalih
biološki učinki umetnih izmeničnih magnetnih polj pojavljajo pri (tudi govedi, ovc ..) , vključno z raziskavo National Toxicology
bistveno nižjih vrednostih v primerjavi z mejnimi vrednostmi, ki Program (NTP), eno največjih in najbolje zasnovanih tovrstnih
jih določajo smernice ICNIRP in omenjena uredba. Prav zaradi raziskav. A rak je le “končna postaja”, prej pa lahko pride tudi
vseh novejših dognanj, ter rezultatov mnogih epidemioloških do številnih drugih težav. Nekatere od bolje dokumentiranih so
študij o vplivih elektromagnetnih sevanj na zdravje ljudi, npr. poškodbe semenčic oziroma neplodnost pri moških in
predvsem otrok, je potrebno varovanju pred škodljivimi vplivi, živalih , oksidativni stres ter poškodbe DNK, raziskave pa
ob rekonstrukciji oziroma gradnji novih virov sevanja kot so poročajo tudi glavobolih, vedenjskih motnjah, anksioznosti in
BAT, GSM, Wi-Fi v šolah in visokonapetostni daljnovodi težavah s spanjem. Vse kaže, da so najbolj ranljivi še nerojeni,
visokih prenosnih moči, posvetiti bistveno večjo pozornost. dojenčki in otroci, škodljivi učinki pa so lahko kumulativni skozi
več generacij.
Ključne besede
neionizirna sevanja, uredba o EMS, previdnostno načelo, 1.cona 2 Raziskave in »neodvisne« raziskave EMS varovanja,5G,WI-FI,BAT, DV, GSM
Žal so organizacije, ki bi skrbele za naše zdravje, pod močnim
1 vplivom industrije; industrija pa je financirala tudi večji del Uvod
raziskav, ki niso pokazale vpliva na zdravje. Mednarodna
V zadnjem času je zaradi uvedbe omrežja 5G prišlo do polemike komisija za zaščito pred neionizirnimi sevanji (ICNIRP), ki
o škodljivosti t.i. neionizirajočih sevanj, med katere spada tudi določa mednarodna priporočila, na katerih temeljijo državne
radiofrekvenčno sevanje mobilnih telefonov in druge brezžične regulative, je bila pred časom s strani raziskovalnih novinarjev
tehnologije. Kot protiutež lobiju mobilne telefonije , ki javnost Investigate Europe označena kot “kartel” 14 znanstvenikov,
mirijo z razlago, da tveganja ni ; oziroma je kvečjemu katerih delo je izjemno pristransko in ne upošteva na tisoče
zanemarljivo. V ZEG bi radi podali svoja mnenje , ko nas recenziranih raziskav, ki so pokazale škodljive učinke.
nekontrolirano širjenje novih tehnologij skrbi (tudi) z vidika Ugotovitve komisije ICNIRP so v diametralnem nasprotju z
škodljivosti EM sevanja. izsledki več sto znanstvenikov, ki preučujejo vplive
neionizirajočih sevanj na zdravje in so resno zaskrbljeni nad
Permission to make digital or hard copies of part or all of this work for personal or razvojem dogodkov, na kar tudi neprestano opozarjajo. Leta
classroom use is granted without fee provided that copies are not made or distributed 2015 so npr. poslali poziv Združenim narodom, v katere
for profit or commercial advantage and that copies bear this notice and the full
citation on the first page. Copyrights for third-party components of this work must zahtevajo nujno ponovno ovrednotenje mednarodnih priporočil
be honored. For all other uses, contact the owner/author(s). in upoštevanje previdnostnega načela (pri nas 8. člen Zakona o
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia varstvu okolja), ki pravi, da je uvajanje nove tehnologije
© 2024 Copyright held by the owner/author(s).
http://doi.org/10.70314/is.2024.env.22 dopustno le, če ni pričakovati nepredvidljivih škodljivih učinkov
na okolje ali zdravje ljudi.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Karel Lipič, univ.dipl.ing.
Tudi Resolucija 1815 Sveta Evrope iz leta 2011 pravi, da Pri ZEG podpiramo izključno uvajanje naprednih tehnologij, ne
elektromagnetna sevanja predstavljajo tveganje za ljudi, živali in pa spornih novotarij, ki ogrožajo telesno in duševno zdravje
rastline, in da je potrebno sevalne obremenitve po načelu njenih uporabnikov. Tehnologija omrežja 5G ne prinaša nobenih
ALARA (ang. as low as reasonably achievable) zmanjšati na omembe vrednih izboljšav komuniciranja na daljavo, povzroča
najnižjo možno raven. V resoluciji je zapisano, da imajo sedanja pa nepopravljivo duševno in telesno škodo, sploh ko gre za
priporočila komisije ICNIRP, na katera se zagovorniki varnosti bližnje občane.
brezžične tehnologije sklicujejo, resne pomanjkljivosti, saj ne
upoštevajo netermičnih učinkov, in bi jih bilo potrebno ponovno 3. Moderna in zastarela zakonodaja na področju
ovrednotiti. Resolucija priporoča zmanjšanje izpostavljenosti v EMS
notranjih prostorih na 0,2 V/m (gre za električno poljsko jakost),
kar je pri nas pogosto preseženo v urbanih okoljih, številnih
V ZEG si prizadevamo, da bi Vlada RS sprejela novelo Uredbe
vrtcih, šolah, bolnišnicah, domovih za upokojence itd.
o elektromagnetnem sevanju (ta je že šesto leto leži v predalih
MOP), s katero bi določila strožje mejne vrednosti od trenutno
V resoluciji obžalujejo, da se kljub njihovim svarilom ukrepi za
veljavnih. Poleg tega si prizadevamo, da bi Državni Zbor RS
zmanjševanje izpostavljenosti odvijajo prepočasi ali pa se sploh
zanesljivosti lahko pripelje do visokih zdravstvenih in odmika baznih antenskih postaj (BAT, 5G). Tako v mnogih gospodarskih stroškov, podobno kot se je zgodilo v primeru članicah EU se mora mobilna telefonija, Wi-Fi umakniti iz azbesta, osvinčenega bencina in tobaka. Po letu 2011 so se učilnic. Trenutno veljavna uredba, ki je bila sprejeta leta 1996, ne. Opozarjajo, da čakanje na visoko stopnjo znanstvene varovalne pasove visokonapetostnih daljnovodov (DV) in čimprej sprejel tako zakonodajo, ki bi določila širše preventivne
sevalne obremenitve zaradi novih baznih postaj, omrežja 4G, določa mejno vrednost elektromagnetnega sevanja daljnovodov uporabe pametnih telefonov in drugih brezžičnih naprav močno pri 10 µT. Številne tuje znanstvene raziskave kažejo, da je povečale, z uvedbo omrežja 5G pa se nam obeta še dodatno zdravju škodljiva že 50 krat nižja vrednost elektromagnetnega povečanje, tudi z novimi, še neraziskanimi frekvencami. sevanja (WHO in SCENIHR, telo Evropske komisije). V tem
času je znanost napredovala in vedno bolj se pritrjuje dejstvu, da
Opažamo, da so se nekateri slovenski predstavniki elektro stroke
je bivanje ali dolgotrajno zadrževanje blizu daljnovodov, BQAT,
v zadnjem času oddaljili od EU koncepta previdnostnega načela
WI-FI, 5G zelo škodljivo.
in na brezžično tehnologijo ter prihajajoče omrežje 5G gledajo
skozi rožnata očala industrije, drugih obolenj. V Sloveniji
V ZEG predlagamo, da se mejna vrednost elektromagnetnega
namreč ta čas , žal nimamo neodvisne institucije za zaščito
javnega zdravja ( zadnja leta tudi ne v NiJZ) , ki bi opozarjala na držav. Predlagamo, da nova uredba mejno vrednost sevanja zniža na vrednost primerljivo z zakonodajami razvitih
potencialne nevarnosti elektromagnetnih sevanj. elektromagnetnega sevanja iz maksimalno dovoljenih 10 µT
Zakon iz leta 1996 , ki pri nas določa zgornjo dopustno mejo aparatov, kot virov EMS lahko sami odločamo v kakšni meri se zniža na maksimalno 0,4 µT. Medtem, ko v primeru hišnih
EMS, ni predvidel ne bliskovite ekspanzije brezžične tehnologije,
niti njenega prodiranja v višja frekvenčna območja in porasta objektov kot so 5G, daljnovodi in bazno-antenske postaje temu bomo izpostavljali škodljivim učinkom, se v primeru energetskih
negativnih zdravstvenih posledic EMS. Do zdaj nam je na voljo
težko izognemo. Opozarjamo, da o škodljivih učinkih EMS
na stotine neodvisnih znanstvenih raziskav, ki ugotavljajo
govorimo predvsem v primeru dolgotrajne izpostavljenosti in da
korelacijo med bližino BAT in povečanim številom rakavih,
so negativni vplivi na zdravje posledica permanetnega delovanja
hormonalnih in nevroloških obolenj, zato je pri uvajanju nove
BAT tudi v povprečnem oziroma komulativnem smislu. Zaradi
generacije brezžične tehnologije (5G) nujno treba slediti logiki
fizikalnega pojava širjenja EMS in moči virov EMS je
načela previdnosti. Eden izmed dodatnih razlogov, zakaj je
pomembno, da v smislu upoštevanja načela previdnosti pri
načelo previdnosti tako pomembno, so tudi znanstvena dognanja
področje stranskih učinkov EMS, ki opozarja, da: »Varnostne predvsem otrok, kot najobčutljivejše skupine prebivalcev. Da smernice ICNIRP, FCC, ZDA in EU za področje EMS, temeljijo elektromagnetno sevanje vpliva na zdravje ljudi ni več sporno. na prepričanju, da je za napovedovanje bioloških učinkov in s Prav je torej, da bi se pri umeščanju novih virov takšnega sevanja dr. Martina L. Palla, vodilnega ameriškega strokovnjaka za nobenem primeru ne predstavljajo tveganja za zdravje ljudi, načrtovanju sledimo odmiku od virov sevanja tako, da v
tem varnosti mogoče uporabiti povprečne jakosti EMS in v prostor ravnalo skladno z načeli previdnosti in da bi se v čim povprečno SAR (specifična stopnja absorpcije). Izsledki analize večji meri izogibalo možnosti nastankom škodljivih posledic na osmih različnih vrst kvantitativnih ali kvalitativnih podatkov za zdravju ljudi. Tem ugotovitvam pa mora slediti tudi sodna praksa preverjanje, če to drži ali ne, so pokazali, da so varnostne in sicer tako pri obstoječih virih, kakor tudi pri umeščanju novih smernice v vsakem od teh primerov pomanjkljive, v večini virov v prostor, saj bo le tako lahko sčasoma prišlo do tega, da primerov pa popolnoma zgrešene. Učinki se pojavijo že pri bo državi in investitorjem načelo previdnosti postalo edino in približno 100.000 krat nižjih ravneh, zato je predvidena struktura osnovno vodilo pri sprejemanju odločitev v zvezi s tem. varnostnih smernic povsem neustrezna.«
Zakaj se pri umeščanju virov EMS ne upošteva načelo
A tudi če so INIS-ove meritve sprejmemo kot merodajne, ni
nobenega razloga, zakaj bi se morala BAT nahajati tako blizu optimalne rešitve umeščanja v prostor zaradi dokazanih previdnosti ter poveča oddaljenost od virov oziroma išče
naseljene hiše ,šole ,vrtca ,igrišča in vikenda… bioloških učinkov na žive organizme, ampak se sklicujemo na
Miti in resnice o elektromagnetnem sevanju (EMS) Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
zastarelo zakonodajo, ki bazira na mejnih vrednostih na osnovi Najpogostejši, tako rekoč začetni simptomi EMS so:
segrevanja tkiv? anksioznost in nespečnost, ki ju pogosto spremlja glavobol
zvonjenje v ušesih - tinitus utrujenost, stres izguba spomina
V postopkih načrtovanja in umeščanja visokoenergetskih in osredotočenega mišljenja (možganska megla) veliko ljudi
daljnovodov BAT, RTV oddajnikov, Wi-FI-ja v šolah, 5G … kot razvije pretirano občutljivost na EM sevanja. Glede resnejših
virov EMS je potrebno v interesu varovanja zdravja ljudi obolenj bom navedel le tiste bolezni, ki so najpogosteje
upoštevati načelo previdnosti. omenjene v literaturi: Porast raka glave pri ljudeh, ki že leta
intenzivno uporabljajo mobilne naprave Porast raka na modih
V primeru načrtovanja in umeščanja npr. BAT in pri moških, ki imajo mobilne naprave v sebi. žepi in Povečanje
visokoenergetskih daljnovodov, katerih nazivna napetost je večja raka dojke pri ženskah, ki imajo mobilne naprave v nedrčku
kot 100 kV, načelo previdnosti zahteva, da je potrebno poiskati Poškodba enojne in dvojne vijačnice DNK, nenormalno
prostorske in tehnične rešitve (kabliranje) , ki se ognejo oziroma prepisovanje genov Zmanjšana sposobnost popravljanja DNK
v najmanjši možni meri obremenjujejo občutljiva območja z matičnimi celicami Zmanjšanje števila radikalov v telesu
stanovanjskih stavb . Izbrati je treba rešitev, ki predstavlja čim Sperma morfološke spremembe in zmanjšana njihova gibljivost
večjo možno oddaljenost od naštetih občutljivih območij in ki - kar ima za posledico drastično zmanjšano plodnost mlajših
upoštevajoč načelo previdnosti zagotavlja varovanje zdravja, generacij itd. Vse te bolezni imajo dolgo latenco, kar pomeni, da
varnost in kvaliteto bivanja čim večjemu številu ljudi. Kadar se se statistično značilen porast teh bolezni pojavi šele po 10-15
v prejšnjem odstavku navedenim občutljivim območjem ni letih intenzivne uporabe mobilnih naprave. Zaradi tega dejstva
mogoče v celiti izogniti, je med več možnostmi potrebno izbrati mnogi uporabniki zanemarjajo izsledke znanstvenih raziskav,
tisto, ki v najmanjši možni meri obremenjuje občutljiva območja računajoč, da se to ne bo zgodilo »samo meni«, kot smo že rekli,
oziroma se izogne čim večjemu številu ljudi. imamo podoben pristop pri vožnji z avtomobilom, letalom ali pri
katerikoli potencialno nevarni dejavnosti. Mnogi znanstveniki, ki
4. Zdravstvene posledice neionizirnih sevanj že desetletja raziskujejo to problematiko, se zavedajo problema,
zato imajo svoje spletne strani in YouTube kanale z namenom
Znanstveniki že več kot 20 let pridno zbirajo podatke, delajo izobraževanja in ozaveščanja ljudi o potencialni nevarnosti EM
statistiko in povezujejo število bolnikov s kumulativnim sevanja. Za tiste, ki želijo vedeti več in znajo angleško, dajem
številom ur dela z mobilnimi napravami ali računalniki. Očiten nekaj dobrih povezav: Portal EMF Univerze v Aachnu, kjer
je porast obolenj, a kljub na tisoče znanstvenih člankov, ki najdete več kot 30 tisoč znanstvenih člankov in več kot 6 tisoč
dokazujejo škodljivost mikrovalovnega sevanja za zdravje ljudi, povzetkov teh člankov, ki govorijo o vpliv EM sevanja na ljudi
nekateri "znanstveniki" in tudi vlade mnogih držav še vedno in živali. Povezava: https://www.emf-portal.org/en
"tiščijo glavo v pesek" in nočejo priznati očitna dejstva. Še naprej BIOINITIATIVE 2012 – Neodvisna skupina znanstvenikov je na
podajajo polresnice, favorizirajo sponzorje in »močnejše« več kot 1500 straneh povzela rezultate 1800 neodvisnih študij, ki
stranke ter nočejo pogledati resnici v oči. dr. Henry Lai z potrjujejo pomemben vpliv EM sevanja na številne zdravstvene
Univerze v Washingtonu je nedavno naredil zbirko vseh vidike. Novejše rezultate lahko najdete na povezavi [3].
objavljenih člankov o škodljivosti EM sevanja in ugotovil, da so
rezultati raziskav zelo odvisni od tega, kdo je raziskavo plačal: Trenutno veljavni predpisi v Republiki Sloveniji niso sledili
če gre za neodvisno, pošteno raziskavo, potem več kot 70 % izsledkom medicinske stroke, ki je v zvezi z vplivom EMS na
raziskav potrjuje škodljivost EM sevanja, če pa je raziskava zdravje ljudi, predvsem otrok, v zadnjih desetletjih pripisala
sponzorirana s strani industrije, je situacija obratna, in sicer pomemben vpliv. Prepoved mobitelov v šolah, predvsem zaradi
skoraj 70 % raziskav trdi, da EM sevanje ni škodljivo (slika). Več EMS. Kot kažejo ugotovitve medicinske stroke, je vpliv EMS
o tej študiji in njegovih raziskovalnih rezultatih na splošno na na zdravje ljudi zelo velik, saj lahko že izpostavljenost
povezavah [1, 2]. vrednostim, ki so kar 50x nižje od tistih, ki so trenutno
predpisane v RS, bistveno poveča možnosti za nastanek malignih
Se sprašujete, kako je to mogoče, kako lahko znanstveniki obolenj.
"ponarejajo" rezultate? Tukaj je primer: med raziskovanjem
literature na to temo smo naleteli na dela , ki so delali na primer Ob dejstvu, da EMS od razdalj, (ki so pokazane v elaboratih kot
poskuse z mišmi. Skupino miši so vsak dan za uro ali dve vplivno območje) naprej pada počasi, so ob najslabših razmerah
izpostavljali EM sevanju določene frekvence (običajno v potrebni večji odmiki, če želimo zadostiti varovanju otrok kot
območju med 0,5 in 2,5 GHz) dva ali tri tedne. Nato so miši najobčutljivejše skupine ljudi na vplive EMS. Nacionalni inštitut
secirali in iskali spremembe v možganskem tkivu, preverjali za javno zdravje v svojem mnenju z dne 22. 6. 2016 ugotavlja,
kakovost ali mobilnost semenčic itd. ter rezultate primerjali z da je pri izpostavljanju prebivalstva, predvsem otrok EMS zelo
enakimi analizami kontrolne skupine miši, ki niso bile obsevane. nizkih frekvenc, treba nujno upoštevati načelo previdnosti do
In seveda, rezultati so bili pričakovani: med rezultati obsevane in dokončnega odgovora o vplivu tega dejavnika na zdravje – še
kontrolne skupine miši ni bilo razlike!! Kot smo že povedali, le posebej so izpostavili problematiko umeščanja BAT in
dolgotrajna izpostavljenost EM sevanju potencialno povzroča daljnovodov v bližino naselij.
zdravstvene težave... le nekajurna izpostavljenost seveda ne bo
pokazala statistično pomembne škode. Komentar je nepotreben! Zaradi fizikalnega pojava padanja jakosti EMS z razdaljo od vira
Na žalost je takšnih »znanstvenih«, torej naročenih prispevkov, je pomembno, da v smislu izpolnjevanja načela previdnosti pri
veliko in proizvajajo »hrup«, s katerim tisti, ki zastopajo interese umeščanju virov EMS v čim večji možni meri zmanjšamo
industrije, zasenčijo resne in neodvisne znanstvene prispevke. zdravstveno tveganje tako, da zagotavljamo čim večji odmik
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Karel Lipič, univ.dipl.ing.
virov, čim večjemu številu ljudi, predvsem otrok. Zaradi različne omejeval prenosnih moči zaradi negativnih vplivov EMS.
občutljivosti ljudi na vplive EMS je to še posebej pomembno na Izračuni negativnih vplivov na osnovi povprečnih vrednosti
območjih povišane koncentracije tam, kjer se dlje časa napovedanih obremenitev imajo preveč neznank, zato so možne
zadržujejo ljudje. Zdravstveno tveganje skratka pomembno številne manipulacije in napačno prikazovanje rezultatov.
zmanjšujemo, če se prednostno umikamo območjem, kjer se Morebitne vplive na okolje bi morali v fazi načrtovanja vedno
zadržuje večje število ljudi. Konkretizacija načela previdnosti v prikazovati na osnovi najneugodnejših pogojev obratovanja
bistvu zagotavlja, da se v primeru umeščanja nevarnih in zdravju oziroma maksimalni možni vrednosti gostote magnetnega
škodljivih objektov v prostor, kot so BAT, poiščejo in upoštevajo pretoka. Področje EMS, kot okoljski problem je zapisan v
variante, ki imajo najmanjši vpliv na ljudi. dokumentih : NPVO, NEPN
Znanstvene raziskave dokazujejo škodljivost elektromagnetnega
sevanja električnih daljnovodov in BAT na zdravje ljudi. Te
škodljive vplive priznavata tudi Svetovne Zdravstvena
organizacija in Evropska komisija. Le-ta je ustanovila SCENHIR Viri, Literatura
(the Scientific Committee on Emerging and Newly Identified [1] https://bioinitiative.org/research-summaries/
Health Risks), posvetovalno telo Evropske Komisije, ki proučuje [2] https://www.radiationresearch.org/articles/biological-effects-of-rf-prof-na novo odkrita oz. na novo identificirana tveganja za zdravje in henry-lai/
okolje. V najnovejšem poročilu SCENIHR ugotavlja, da
znanstvene [3] https://bioinitiative.org/whats-new/ raziskave potrjujejo škodljive vplive
elektromagnetnih sevanj na zdravje ljudi. [4] https://www.emf-portal.org/en BIOINITIATIVE 2012
Trenutno v Sloveniji velja, da v bivalnih objektih sevanje ne sme [5] https://bioinitiative.org/whats-new/
preseči 10 µT. Raziskave o otroški levkemiji pa ugotavljajo, da
je povečana verjetnost levkemije že pri 50 krat nižji vrednosti [6] https://bioinitiative.org/research-summaries/
sevanja. Prav tako to velja za otroško astmo in otroško debelost. [7] https://www.radiationresearch.org/articles/biological-effects-of-rf-prof-Mimogrede, po naši zastareli zakonodaji oz. uredbi lahko henry
stanovanjski objekti, šole, vrtci stojijo pri 400 kV DV že na 40
metrih oz. na 16 metrih pri BAT?! Po podatkih ZEG je v [8] https://www.europarl.europa.eu/stoa/en/document/EPRS_STU(2021)690
Sloveniji več kot sto BAT v neposredni bližini šol in vrtcev. Pod 012
DV /110, 220, 400 kV/ pa živi na razdalji 100 m levo/desno [9] https://en.wikipedia.org/wiki/Martin_Pall približno 20.000 ljudi.
[10] https://www.researchgate.net/profile/Martin-Pall
Napovedi obratovanja za desetletja vnaprej so nezanesljive. Z
naraščanjem potreb po 5G in prenosa električne energije preko [11] CENHIR, ICNIRP, MOPE, NIJZ
mednarodnih tranzitnih daljnovodov, ki bi bili postavljeni na [12] Inštitut za neionizirna sevanja -INIS občutljivih poseljenih območjih, ki imajo visoke prenosne
kapacitete, jim zato zagotovo nihče nikoli v prihodnosti ne bo [13] Arhivi ZEG na www.zeg.si
Zbornik 27. mednarodne multikonference
INFORMACIJSKA DRUŽBA – IS 2024
Zvezek E
Proceedings of the 27th International Multiconference
INFORMATION SOCIETY – IS 2024
Volume E
17. Mednarodna konferenca o prenosu tehnologij
17th International Technology Transfer Conference
Uredniki / Editors
Urška Florjančič, Robert Blatnik, Špela Stres
http://is.ijs.si
9. oktober 2024 / 9 October 2024
Ljubljana, Slovenia
FOREWORD / PREDGOVOR
Dear guests, experts, panelists, and participants,
Welcome to the 17th International Technology Transfer Conference (17ITTC). Since its
inception, the Jožef Stefan Institute has proudly served as the initiator and main organizer of
this esteemed event, advancing innovation and knowledge transfer in Slovenia. This year, we
are honored to host the conference in collaboration with 13 public research organizations,
representing two national consortia of knowledge transfer offices (KTOs). The event is co-
financed and supported by the Ministry of Higher Education, Science, and Innovation, as part
of the "Mesec znanosti" campaign.
The ITTC has established itself as a crucial platform for exchanging ideas and fostering
collaboration between domestic and international stakeholders, significantly contributing to
the development of Slovenia’s national innovation ecosystem. The conference has been
instrumental in helping Slovenian public research organizations address challenges such as
securing funding for spin-outs, updating national legislation on research and innovation, and
building robust consortia for KTOs.
Collaboration among KTOs, both within and across the two consortia continues through joint
activities aimed at promoting KTO initiatives, raising awareness, and encouraging networking
and the exchange of best practices. These efforts focus on enhancing the skills and capabilities
of all stakeholders—from KTO employees and researchers to students—while improving the
implementation of intellectual property (IP) marketing and protection. Additionally,
coordinated efforts will establish common metrics and indicators, enabling effective
monitoring and evaluation of knowledge valorization processes at public research
organizations, ensuring long-term success.
This year’s conference theme, “Self-Evaluation of Research Organizations to Support the
Development and Strengthening of Knowledge Transfer,” aligns with our goal of bolstering
the role of KTOs and improving the commercialization of intellectual property, as well as to
promote the wider social relevance of knowledge transfer and the outputs and impacts of
KTO work on the well-being of society as a whole. The theme is being explored in a keynote
address focuses on the role of institutional self-evaluation within the Framework of proposed
amendments to the General Acts of the Slovenian Research and Innovation Agency (ARIS),
followed by a round table discussion. The panel will feature representatives from the Ministry
of Higher Education, Science, and Innovation, ARIS, the Slovenian Rectors' Conference,
KOsRIS, Leiden University, the Institute for Economic Research, and the University of
Colorado Boulder.
We present several prestigious awards during the conference, including the Conference Prize
for the Best Innovation in 2024, which aims to promote the commercialization of innovative
technologies developed at public research organizations. The WIPO National Award for
Enterprises is awarded to a Slovenian enterprise that has successfully developed a strategy for
commercializing university-based innovations. In addition, the WIPO National Award for
Inventors honors an individual researcher or a team of researchers from a Slovenian public
research institute whose patented invention has significantly contributed to Slovenia’s
economic and technological development.
The conference also features sessions on Opportunities Arising from Publicly Funded
Research Projects, where researchers and KTO experts showcase successful scientific projects
funded by the Slovenian Research Agency, highlighting their potential for innovation and
commercialization. In the session on Connecting the Educational System with the Academic
Sphere, presentations of selected research topics and collaboration proposals emphasize the
importance of bridging the gap between academia and education, fostering greater
cooperation and engagement.
We are especially excited about the ongoing growth of the conference, which, for the fifth
consecutive year, includes peer-reviewed contributions from researchers specializing in
knowledge and technology transfer. Since 2009, the entrepreneurial pitch competition for
research teams and their inventions, evaluated by international teams of commercialization
and investment experts, has remained a key feature, supporting over 100 research teams in
developing business models, with more than 30 winners recognized to date.
Together, we look forward to exploring new opportunities, including collaborations with the
Vesna DeepTech Fund, which plays a vital role in providing early-stage funding to spin-out
companies emerging from public research organizations. Established by the EIF in
partnership with Slovenian and Croatian development banks, the fund bridges the gap
between research and commercialization, offering financial backing to help transform cutting-
edge innovations into successful ventures. This collaboration fosters stronger partnerships
between research institutions and industry, further boosting the commercialization of
scientific discoveries.
Thank you for being part of this journey, and we look forward to an inspiring exchange of
ideas at the 17ITTC.
Programme Committee of the 17ITTC
ACKNOWLEDGEMENTS
We would like to acknowledge the valuable contributions of the scientific programme
committee to the scientific programme, review of the scientific papers on technology transfer
and intellectual property, and selection of publications in the conference proceedings, and the
efforts of the conference programme and organising committees for successful
implementation of the 17th International Technology Transfer Conference.
SCIENTIFIC PROGRAMME COMMITTEE
Niko Schlamberger, past President of Slovenian Society INFORMATIKA
Tamara Besednjak Valič, Faculty of Information Studies in Novo Mesto
Dolores Modic, Nord University Business School
Jana Hojnik, University of Primorska
Urška Fric, Faculty of Information Studies in Novo mesto
CONFERENCE PROGRAMME COMMITTEE
Robert Blatnik, Jožef Stefan Institute
Špela Stres
Peter Alešnik, University of Ljubljana
Simona Kustec, University of Primorska
Jana Hojnik, University of Primorska
ORGANISING COMMITTEE
Robert Blatnik, Jožef Stefan Institute
Marjeta Trobec, Jožef Stefan Institute
Doroteja Novak, University of Maribor
Maša Stošič, University of Maribor
Matej Draksler, Geological Survey of Slovenia
Urška Fric, Faculty of Information Studies in Novo mesto
Ana Hafner, Rudolfovo – Science and Technology Centre Novo mesto
Mateja Košir, Slovenian National Building and Civil Engineering Institute
Intellectual Property as a Success Factor for Startups:
Systematic Literature Review
Maja Fortun Novak
Faculty of information studies
Novo mesto, Slovenia
majafortunnovak@gmail.com
ABSTRACT Globally, the number of new companies, known as startups, is This paper presents a systematic literature review on the impact rapidly increasing daily [18]. Such companies, especially of intellectual property on startup success. By reviewing 21 innovative startups, often lack historical financial data or a track relevant articles published in the last five years, sourced from record, making it more difficult to establish a market reputation. Google Scholar, it analyses the influence of intellectual property Their innovative products or business processes also lack prior on key business factors such as financing, growth, experience or comparative standards [2]. This presents competitiveness, and innovation. The findings show that challenges that can lead to the failure of companies due to intellectual property plays a significant role in startup success, inadequate or non-existent business models, and insufficient though results vary regarding formal (patents) and informal business growth [4]. (market advantage, trade secrets) protection methods. A balanced approach to intellectual property management, tailored Díaz-Santamaría and Bulchand-Gidumal identify several factors to startups' needs and developmental stages, is recommended. that can influence the success of startups [6]. The results of their The article emphasizes the need for further research on different research indicate that the success of a startup can be measured in forms of intellectual property, considering regional contexts and two ways: the startup achieves significant revenue, and the long-term effects. Its value lies in offering both theoretical startup receives funding. In the following sections, we also insights and practical recommendations, particularly for highlight other indicators for measuring the business success of policymakers, investors, and startup owners seeking to promote a startup . innovation and growth through effective intellectual property
management. Despite numerous studies in recent years on the impact of
KEYWORDS innovative practices on the business development and success of
startup companies, no comprehensive and systematic analysis of
scientific literature has yet been conducted that specifically
Intellectual property, startup, trademark, patent, innovation, focuses on the influence of IP rights on the business success of
growth, business success startups. This gap in scientific research indicates the need for an
in-depth review of existing scientific sources that would enable
1 INTRODUCTION a holistic understanding of the impact of IP on the business
success of startups.
The purpose of our research is to systematically review the The research question is, how are a startup's IP and business
literature on the impact of intellectual property (hereinafter success connected, i.e., does IP affect business success, and how?
referred to as IP) on the business success of startup companies. In this way, we can better understand how IP contributes to the
Through an analysis of existing research results, we aim to competitiveness and long-term success of startups.
explore how IP contributes to achieving these success criteria.
Our objective is to determine whether, and how, IP influences 2 METHOD the business success of startups, which is crucial for
understanding their growth in a dynamic business environment. For this research, we used the systematic literature review
method, conducted between January and April 2024. During this
In the modern economy, there is a notable impact that new period, we reviewed foreign literature, focusing on the impact of
companies have on innovation [9, 15], and the economy as a IP on the success of startup companies. We examined
whole [4, 10]. In particular, startups drive innovation, create new professional, scientific, and research publications published in
jobs and introduce competitiveness into the business world [17]. the last five years to ensure the most up-to-date data and
The influence of IP is particularly interesting, as it can be crucial discussions in this field. We used the international bibliographic
for their success. database Google Scholar to collect information, which allows for
Permission to make digital or hard copies of part or all of this work for personal or the search of scientific literature and the ranking of documents in
classroom use is granted without fee provided that copies are not made or a manner used by researchers. To identify relevant sources, we
distributed for profit or commercial advantage and that copies bear this notice and used the following set of keywords: "Intellectual Property,"
the full citation on the first page. Copyrights for third-party components of this work "Startups," "Start-ups," "Patents," and "Trademark." In total, we
must be honored. For all other uses, contact the owner/author(s). obtained 30 relevant articles. After excluding 9 duplicates, we
© 2024 Copyright held by the owner/author(s). retained 21 suitable articles for further analysis. The four data Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
collection strategies were used to ensure a thorough and
comprehensive review of the relevant literature, tailored to the
research question. Each strategy contributed to refining the Schaberg explores various forms of IP protection and finds
search and eliminating irrelevant sources. that startups with a diverse portfolio of protected rights grow and
innovate more easily [19]. Various forms of protection, such as
patents, trademarks and copyrights, provide comprehensive
protection, increase investor confidence, and facilitate access to
capital, which encourages further innovation. Ljungqvist, Hegde,
and Raj add that the rapid granting of patents stimulates
innovation and facilitates the acquisition of capital, while delays
in patent granting negatively impact startups' growth [13].
Despite the numerous positive impacts of IP on startup
companies, some research shows mixed results. Power and Reid
caution that patents can negatively affect the success of startups,
while trademarks and licensing have a positive impact [16].
Teixeira and Ferreira, as well as YunQi and Lin, find that formal
methods such as patents often reduce companies'
competitiveness, while informal mechanisms such as market
advantage and trade secrets can improve competitiveness [22,
24].
Some studies recommend a balanced approach to IP
management. Silva Júnior, Siluk, Neuenfeldt Júnior, Rosa, and
Michelin believe that a combination of formal and informal
protection mechanisms, such as patents, trademarks, and
copyrights, is crucial for protecting innovations and enhancing
Figure 1: Diagram of the Results of the Systematic competitive advantage [21]. Audretsch, Colombelli, Grilli,
Literature Review Minola, and Rasmussen emphasise that policies for innovation
and IP protection must be tailored to the specific needs and stages
3 RESULTS AND DISCUSSION of startups' development [1]. Chou adds that patents help in
securing funding, but startups often face patent litigation, which
reduces their productivity [5]. The solution lies in
Most research confirms that IP significantly influences the commercialisation patents, which would reduce the negative
success of startup companies. Researchers have examined how impacts of disputes and enable better protection and marketing
IP affects various aspects of startups' operations, such as of innovations.
financing, growth, competitiveness, and innovation Research by EPO-EUIPO, Krauss, Breitenbach-Koller, and
performance. Below, we summarise the key findings of these Kuttenkeuler, Brandt, Laibach, Kamrath, and Bröring, Schaberg
studies. and Ljungqvist, Hegde and Raj emphasise the importance of
Hellström, Nilsson, Andersson, and Hakanson found that a effective IP management for startup success [7, 11, 3, 19, 13].
combination of patents and secrecy positively influences the However, these studies primarily focus on specific sectors or
protection of innovations and market opportunities, thereby particular cases and only certain forms of IP, which can lead to a
increasing companies' competitiveness [8]. Similarly, research limited understanding of the overall picture and strategies that
by EPO-EUIPO reports that 29% of European startups invest in would be beneficial for startups across different fields.
IP, which increases their chances of securing funding [7]. Krauss, Some studies focus on specific countries or geographical
Breitenbach-Koller, and Kuttenkeuler emphasise that IP is areas, such as EPO-EUIPO on European startups or Li, Gan, and
crucial for the success of biotech startups, as it enhances their Zhang on Chinese startups [7, 12]. These studies highlight
value and attractiveness to investors [11]. regional particularities in the use of IP, which can affect the
The role of IP is particularly pronounced in international innovation and competitiveness of companies in specific
markets, where the protection of innovations is essential for the geographical environments.
survival and growth of companies. Tula, Ofodile, Okoye, Nifise, University startups, as discussed by Shahidan, Latiff, and
and Odeyemi highlight that IP plays a key role in ensuring the Wahab, represent a special category where innovation
business success of startups in a global context, as it prevents the intertwines with academic knowledge [20]. These startups often
copying and exploitation of innovations by competitors, with face specific challenges in commercialising technologies, which
registered patents and trademarks serving as signals to investors can hinder the value creation process. Successful university
of startups' innovation and credibility [23]. startups must identify market opportunities, ensure
Brandt, Laibach, Kamrath, and Bröring also point out that IP entrepreneurial commitment, and continuously develop their
increases the value of companies and attracts investors, which is technologies to meet market demands.
crucial for success in corporate investments. Startups with well- The inclusion of perspectives such as that proposed by
protected IP find it easier to attract investors, as they perceive Panagopoulos and Park, where patents serve as negotiation tools,
protected technology as a lower-risk investment with greater highlights the potential for strategic use of IP in corporate
potential for profitability [3]. Additionally, IP enables startups to negotiations, not just as a defensive mechanism [14].
collaborate more easily with larger corporations, further Effective IP management generally has a positive impact on
strengthening their financial and strategic positions. the success of startups, but some results indicate the need for a
balanced approach that also includes informal protection REFERENCES methods. Therefore, it is essential that future research expands
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The Reversed European Paradox: do European Patents
have a High Market Value but Low Impact?
Ana Hafner
Centre for Technology Transfer and Intellectual Property Rights
Rudolfovo - Science and Technology Centre Novo mesto
Novo mesto, Slovenia
ana.hafner@rudolfovo.eu
ABSTRACT perceived to lag behind the U.S. in converting its academic results into economic outcomes” [4]. This lag may affect the economic growth of European countries and also their global The U.S. research institutions often serve as role models for competitiveness in industries that rely on technological European research institutions in knowledge and technology innovation. transfer. This paper investigates the widely held belief that
of patent family members, forward citations, backward and discovered that there is a difference between PRO-owned and PRO-invented patents (inventions). They discovered that EU citations, and claims. Results indicate that the dominance of PROs lag behind the U.S. because 80% of patents with academic U.S. organizations is not as clear as commonly perceived. The inventors are in the EU owned by private firms rather than PROs, study adds value by providing an additional understanding of and they are statistically not recognized as PRO patents. the technology transfer landscape, challenging the assumption of U.S. superiority. On the contrary, this study is not focused on the quantity of the patents, such as Crespi’s et al. [1], but on their quality. The top KEYWORDS European and U.S. PROs will be compared according to the Patents, patent quality, patent valuation, public research from leading U.S. and European universities and research deal with different aspects of KTT in Europe, especially in comparison to the U.S. For example, Crespi et al. [1] focused on institutes was done. The methodological approach involves a a comparison of European and U.S. academic patenting systems comparative analysis of key patent quality indicators: number the U.S. To explore this, an analysis of the quality of patents The aim of this study is to contribute to existing studies which European technology transfer performance is inferior to that of
value of their patents by indicators of patent value.
organizations, research institutes, universities, Europe-U.S.
comparison, number of patent family members, forward The research question is: If we compare the patents of the top citations. European and U.S. PROs by indicators of patent value, such as
the number of patent family members and forward citations, are
1 there any differences between Europe and the U.S.? INTRODUCTION
The European paradox is a term coined to describe that Europe Understanding this research problem is important because the
is strong in basic science but lags behind some other developed effective commercialization of scientific knowledge directly
countries in technological applications in world markets [1], impacts economic growth and innovation. If European PROs can
specifically in the commercialisation of scientific findings or enhance their KTT performance, it could lead to increased
what we call knowledge and technology transfer (KTT). competitiveness in global markets. By focusing on patent quality
rather than quantity, this study aims to provide some insights into
Many scholars have studied why some public research how Europe might overcome the perceived lag behind the U.S.
organisations (PROs) – which include universities and research
institutes – are more successful in commercializing knowledge.
has been conducted in the U.S., often identified as pioneers in Methods for patent valuation can be qualitative or quantitative this area [2]. [5]. We will focus only on quantitative and non-monetary Most of the research on university knowledge commercialization 2 INDICATORS OF PATENT VALUE
are still young, with half of them being established after 2000 [3]. citations and the existence of opposition and litigation [5]. Such However, this is probably not the only reason why “Europe is valuation has many advantages: the method is fast, objective and inexpensive and can be fully automated once the valuation In Europe, most university or PROs’ technology transfer offices status, international and technological scope, number of forward methods, i.e., patent indicators [5]. Typical indicators are legal
∗Article Title Footnote needs to be captured as Title Note
†Author Footnote to be captured as Author Note system is set up [5]. International scope (size of patent family)
Permission to make digital or hard copies of part or all of this work for personal or and forward citations (citations received from patents applied
classroom use is granted without fee provided that copies are not made or distributed later) are probably the most frequent measures for assessing
for profit or commercial advantage and that copies bear this notice and the full patent value. Patent valuation using forward citations has been
citation on the first page. Copyrights for third-party components of this work must increasingly used by practitioners when a patent’s value has not be honored. For all other uses, contact the owner/author(s). been otherwise established [6]. Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
© 2024 Copyright held by the owner/author(s).
Og et al. [7] divide patent value indicators into ex-ante indicators 3 METHOD (family size, backward citations, backward references to non-For this study, the first methodological question was, how to patent literature, number of claims, and number of inventors) and determine the most important or innovative European and U.S. ex-post indicators (forward citations). PROs.
• [12]. From this report, five top PROs were chosen: Number of patent family members • Carnegie Mellon University • Number of backward citations • • For the U.S., the Heartland Forward’s report (2022) was used Number of claims We will consider the following indicators:
• University of Florida Number of forward citations • Columbia University
According to Squicciarini et al. [8], claims define the extent of • Stanford University • Harvard University the exclusive rights granted to a patent holder, as only the technologies or elements specified within these claims receive For Europe, the European Research Ranking list (2020) was used legal protection and can be enforced. Consequently, the scope of [13]. From this list, five top PROs were chosen: a patent's protection is determined by the number and specifics • Centre National de la Recherche Scientifique of its claims. Additionally, since patent fees typically depend on • Fraunhofer Gesellschaft zur Foerderung der Angewandten the number of claims included, having numerous claims can Forschung E V result in higher costs. Therefore, the number of claims in a patent • Commissariat a L'energie Atomique can indicate not just its technological scope but also its anticipated market value: more claims often suggest a higher • Eidgenoessische Technische Hochschule Zuerich (ETH) University Of Copenhagen expected value for the patent [8]. •
Patent family size – the number of countries in which the same Additionally, two not listed here PROs from Reuters' Top 100
invention is patented – is a very important indicator of patent report (2019) were selected [14].
quality [9]. Due to the expenses associated with obtaining patents
in various regions, patent holders typically choose to protect their For the U.S.:
most valuable inventions internationally. Besides considering • Massachusetts Institute of Technology (MIT) which was
raw family size, such as in this case, one variation of this method ranked at the world’s second place in this report.
is to look at triadic patents, which cover an invention in the three For Europe:
principal markets: the U.S., Japan, and the European Patent • KU Leuven (which was the top rank in Europe and took
Office (EPO). Alternatively, transnational patents, defined as seventh place on the Reuters' Top 100 report). patent families with at least one filing with the EPO or under the
Patent Cooperation Treaty (PCT), can be considered [10]. To access indicators of patent value for these selected PROs the
Orbis Intellectual Property database (Orbis IP) was used. Orbis
Backward citations reveal the prior art or existing knowledge that IP contains over 145 million patents linked to detailed company
a new patent builds upon. They are added by patent applicants, information and ownership structures [15]. examiners, and also by third parties (e.g. during opposition
proceedings), and are often used as measures of knowledge Excel was used to sort the data and draw the chart, and the open-
transfer [11]. A patent with numerous and relevant backward source program JASP was used for statistical analysis. We used
citations indicates that the patent applicants or inventors or the Student’s t-test (also called T-test) to compare the means
attorneys and examiners conducted a comprehensive search of between two groups [16], in the presented case, Europe and the
prior art. Such patents may also be less vulnerable to legal U.S.
challenges and can be protected from being invalidated due to
overlooked prior art. Additionally, if a patent references
patented invention is building on well-established and important From the selected institutions, we can first notice that in Europe, technology, potentially indicating a higher-quality patent. there are three research institutes listed and three universities, foundational and high-impact prior patents, it suggests that the 4 RESULTS
Forward citations are commonly used to measure the while in the U.S., there are five universities and only one research institute. technological impact of innovation [11]. We can say that this
indicator is the most understandable to us, as we are already Figure 1 below shows that selected European PROs outnumber familiar with it from scientific articles: when later patents quote the U.S. PROs in patents in the last at least 65 years. However, an earlier one, it suggests that the earlier patent has contributed since there are no reliable and comparable data about these to new developments in the field. The more forward citations a organisations' date of establishment, size and income (which can patent receives, the more significant its impact on subsequent all affect the presented number of patents), it is not possible to technological improvements. make any comparisons or conclusions.
Among these four indicators, the two most important can be
considered: 1) patent family size for reflecting the potential
commercial success of an invention and 2) forward citations,
which indicate the technological/scientific impact of the
invention.
16000 Number of patents from 1940 Group N Mean SD SE Coefficient of variation Number of Europe 112918 10.099 18.835 0.056 1.865 on family members U.S. 49752 8.610 10.977 0.049 1.275
12000 backward citations 14000 Number of Europe 112918 3.027 9.733 0.029 3.215 10000 U.S. 49752 6.789 27.966 0.125 4.120
8000 Number of Europe 112918 0.806 3.649 0.011 4.526 6000 forward 4000 citations U.S. 49752 2.960 11.729 0.053 3.962 2000
0
A closer look at individual PROs' patents reveals considerable
1940 differences between them. In the number of claims, MIT is the 1946 1952 1958 1964 1970 1976 1982 1988 1994 2000 2006 2012 2018 leading PRO with an average of 28 claims. In the number of
EU US family members (Table 3), Fraunhofer is the leader (with a mean
of more than 17 family members), followed by KU Leuven (with
more than 11 family members). PRO with the highest number of
Figure 1: Comparison of no. of patents of current top PROs backward citations is MIT again, but the leading PRO in the
from 1940 on number of forward citations (Table 4) is Carnegie Mellon
University, with a mean of 4,18. The best European PRO in the
Moreover, for the answer to the presented research question the number of forward citations is ETH, with a mean of 2,42.
past is not so important as in the current situation. Therefore,
patents from these organisations only from the last ten years were Table 3: Descriptive statistics - Number of family
selected, i.e., from 2014 on. members
In Table 1 below, we can see the results of the T-test. All the Atomiqu Columbi Copenha Carnegie Center ETH Florida Fraunhof Harvard Leuven MIT Stanford e National a gen er
differences in means are statistically significant (p < 0,05).
Descriptive statistics in Table 2 show us that U.S. PROs are Valid 35282 2860 34168 8196 1427 26 10191 37257 236 4758 15640 12629
better than European in the number of claims and backward and
forward citations. However, European PROs are better than the Mean 5,035 4,144 7,328 8,590 8,473 9,846 6,076 17,335 11,169 11,387 9,539 10,481
U.S. regarding the number of family members.
deviation 3,680 4,733 7,298 10,217 9,001 7,412 6,777 29,953 11,778 15,114 13,095 11,641 Std.
Table 1: Comparison of European and U.S. PROs (patents Minimum 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000
from 2014-2024) Maximu 48,000 29,000 147,000 130,000 44,000 22,000 52,000 300,000 93,000 74,000 106,000 78,000 m
Independent Samples T-test
t df p Table 4: Descriptive statistics - Number of forward
Number of claims -91,101 162668 < ,001 citations
Number of family members 16,447 162668 < ,001 Atomiqu Center Columbi Copenha Fraunhof Carnegie ETH Florida Harvard Leuven MIT Stanford e Number of backward citations -40,025 162668 < ,001 National a gen er
Number of forward citations -55,886 162668 < ,001 Valid 35282 2860 34168 8196 1427 26 10191 37257 236 4758 15640 12629
Mean 0,849 4,180 0,629 2,319 0,800 2,423 1,947 0,871 0,915 1,251 4,102 2,543
Std.
11,998 2,583 9,115 3,238 8,339 6,242 3,593 8,873 9,209 16,149 9,815
deviation 3,246
Minimum 0,000 0,000 0,000 0,000 0,000 0,000 0,000 0,000 0,000 0,000 0,000 0,000
Maximu
162,000 260,000 117,000 232,000 53,000 41,000 181,000 126,000 130,000 396,000 410,000 259,000
m
Table 2: Group descriptives (patents from 2014-2024)
5 DISCUSSION AND CONCLUSION
Number of Group Results of this study show something quite the opposite of the N Mean SD SE Coefficient of variation European paradox, which suggests that while European scientific
claims Europe lags behind in converting research results into U.S. 49752 23.823 29.331 0.131 1.231 innovations and gaining a competitive advantage [17]. European Europe 112918 14.082 13.774 0.041 0.978 performance is on par with its main international competitors,
paradox is a term that describes Europe's strength in basic science gap with Europe by filing and enforcing its patents in more
but its perceived lag in technological applications in the global countries.
market (for example, compared to the U.S.).
In this study, the top European and U.S. PROs were compared.
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Measuring patent value indicators with patent renewal information.
patent claims, as well as backward and forward citations, and 16. [8] Squicciarini, M., Dernis, H., & Criscuolo, C. (2013). Measuring patent reduce the gap with the U.S., drafting patents more carefully with To help European PROs improve in terms of the number of Journal of Open Innovation: Technology, Market, and Complexity, 6(1),
more detected prior art can be suggested. This will result in more quality: Indicators of technological and economic value.
https://www.oecd-ilibrary.org/science-and-technology/measuring-patent-
backward citations of a particular patent and also in forward quality_5k4522wkw1r8-en [9] Nagaoka, S., Motohashi, K., & Goto, A. (2010). Patent statistics as an citations of quoted patents. It is also important to encourage innovation indicator. In Handbook of the Economics of Innovation (Vol. collaboration between different PROs and between PROs and 2, pp. 1083–1127). Elsevier. industry. Partnerships can create more comprehensive and https://www.sciencedirect.com/science/article/pii/S0169721810020095 [10] Kabore, F. P., & Park, W. G. (2019). Can patent family size and impactful patents that include more claims and are more composition signal patent value? Applied Economics, 51(60), 6476–6496. frequently cited. https://doi.org/10.1080/00036846.2019.1624914
[11] Aristodemou, L., & Tietze, F. (2018). Citations as a measure of
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performance, it also points to areas where European PROs can [12] Heartland Forward (2022). Research to Renewal: Advancing University
Tech Transfer. Available at: https://heartlandforward.org/wp-
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http://www.researchranking.org/index.php?orgtype=ALL&c=5&country
patent quality and citation rates. It should also be noted that this =&year=2020&action=ranking (assessed: 17.08.2024). [14] Reuters Top 100 (2019). The World’s Most Innovative Universities 2019. study referred to the top six PROs from each continent, and Available at: https://www.reuters.com/graphics/AMERS-different results might have been obtained if all PROs were REUTERS%20RANKING-INNOVATIVE-considered. But in any case, a methodological approach which UNIVERSITIES/0100B2JP1W1/ (assessed: 17.08.2024). [15] GOV.UK (2024). Orbis Intellectual Property. Available at: can combine quantitative analysis of patent metrics with case https://www.applytosupply.digitalmarketplace.service.gov.uk/g-studies of successful collaborations could provide deeper cloud/services/762715914988187 (assessed: 17.08.2024). insights into the mechanisms that drive patent performance. [16] Mishra, P., Singh, U., Pandey, C. M., Mishra, P., & Pandey, G. (2019).
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The Importance of Technology Transfer Offices in
University Industry Collaboration: KTÜ TTM Example
Dilek İSKENDER BALABAN* Beril DEĞERMENCİ Harun YÜKSEL
Technology Transfer ARC Technology Transfer ARC Finance Department
Karadeniz Technical University Karadeniz Technical University Avrasya University
Trabzon, Türkiye Trabzon, Türkiye Trabzon, Türkiye
dilekiskender@ktu.edu.tr berildegermenci@ktu.edu.tr harun.yuksel@avrasya.edu.tr
Eren YILMAZ Sedanur KALYONCU Emrah AYVAZ
Technology Transfer ARC Technology Transfer ARC Technology Transfer ARC
Karadeniz Technical University Karadeniz Technical University Karadeniz Technical University
Trabzon / TÜRKİYE Trabzon / TÜRKİYE Trabzon / TÜRKİYE
erenyilmaz@ktu.edu.tr sedanursaglam@ktu.edu.tr emrahayvaz@ktu.edu.tr
Oktay YILDIZ Yalçın AYKUT İslam YILDIZ
Technology Transfer ARC Technology Transfer ARC Technology Transfer ARC
Karadeniz Technical University Karadeniz Technical University Karadeniz Technical University
Trabzon / TÜRKİYE Trabzon / TÜRKİYE Trabzon / TÜRKİYE
oktayyildiz@ktu.edu.tr yalcin.aykut@ktu.edu.tr islamyildiz@ktu.edu.tr
Gözde SAĞLAM Müslüm Serhat ÜNVER Hülya SABIR
Technology Transfer ARC Technology Transfer ARC Technology Transfer ARC
Karadeniz Technical University Karadeniz Technical University Karadeniz Technical University
Trabzon / TÜRKİYE Trabzon / TÜRKİYE Trabzon / TÜRKİYE
gozdesaglam@ktu.edu.tr serhatunver@ktu.edu.tr hulyahacisalihoglu@ktu.edu.tr
Kerim SÖNMEZ Güler Tuğba GÜLTEKİN Aleyna AYDIN
Technology Transfer ARC Technology Transfer ARC Technology Transfer ARC
Karadeniz Technical University Karadeniz Technical University Karadeniz Technical University
Trabzon / TÜRKİYE Trabzon / TÜRKİYE Trabzon / TÜRKİYE
kerimsonmez@ktu.edu.tr gulertugbagultekin@ktu.edu.tr aleynaaydin@ktu.edu.tr
ABSTRACT 1.INTRODUCTION
evaluated the place of Karadeniz Technical University universities, research institutes, students, investors, and Technology Transfer Application and Research Center (KTÜ companies. They engage in activities such as establishing TTM) within the framework of university-industry collaboration. connections and making matchings according to the necessary In the study, qualitative research technique was used and needs. “phenomenology” was used as the research design. The data in In Türkiye, TTOs provide consultancy and support to all this research was examined with the descriptive content analysis stakeholders throughout the entire process, from transforming method. Analysis was conducted in RStudio in order to analyze knowledge into products, selecting industrial partners, the collected qualitative data and determine emotional tendencies. identifying appropriate funding sources, project development According to the analysis results; It was seen that KTÜ TTM activities, intellectual property and industrial property rights the participants on the subject in order to answer the question national and international research projects, facilitating its “What is the place of technology transfer offices within the transfer to industry, and commercializing it. In general, TTOs framework of university-industry collaboration?” This study located within universities act as intermediaries between Within the scope of the research, interviews were conducted with structures that play a role in directing academic research towards Technology Transfer Offices (TTOs) are organizational
made significant contributions to raising the bar of success by applications, to commercialization and/or the establishment of using the potential of the university and had a positive effect in academic-based firms [10]. general. When similar studies in the literature are examined, it is As intermediary organizations, TTOs operate according to seen that TTOs play an important role in university-industry various strategies based on the past experiences of academic and collaboration. This study supports the theoretical discussions in industrial actors and the quality of the information conveyed in the literature with a practical example. Since the study provides the university-industry collaboration process. TTOs particularly an evaluation specific to KTÜ TTM, it makes a local and specific focus on enhancing cognitive and organizational domains. They contribution to the literature by examining the effects of TTOs in play a crucial role in bringing together actors with different a different university and geographical region. This could fill the visions, ways of interpreting life, and perspectives on the world gap in the literature on the functioning of TTOs across different [11]. institutions and regions. The collaboration between two distinct entities, universities and
KEYWORDS is achievable only if the process is managed with sound and industry, can contribute to national development; however, this
Technology, technology transfer office, university industry appropriate strategies. Nowadays, while collaborations between
cooperation, KTÜ TTM universities and industry can occur through various
*Dilek İSKENDER BALABAN is corresponding author of the ARC for
Technology Transfer Karadeniz Technical University in Trabzon, Türkiye. communication channels apart from the support of technology university-industry collaboration. Firms are prioritized and
transfer offices, the outcomes of these collaborations are often analyzed, and guidance is provided based on current calls for
quite weak [7]. proposals. Information on academicians' research that can be
A review of the literature reveals that technology transfer offices applicable in the industry or discussions on potential
(TTOs) play a significant role in enhancing and sustaining collaborations with industrial organizations are conducted.
university-industry collaboration. During the application phase of university-industry collaboration
projects, the entire process of project review, preparation, and
1.1 University Industry Collaboration submission of application documents is carried out. Legal
gained from research activities conducted at universities is not legal counsel. Once a project is approved for funding, support such as accounting transactions, completion of documentation, University industry collaboration ensures that the knowledge matters and contracts are prepared jointly with the university's
only published but also transformed into practical applications.
It is a collaborative method aimed at and implementing the and signature processes are provided to firms and academicians
transfer of technological developments and knowledge to by the administrative and financial affairs unit established within
production stages according to industrial needs [13]. The cultural KTÜ TTM.
differences between universities and industry contribute to the
diversification of research approaches [9]. Effective 2. METHODOLOGY
collaboration between industry and academia requires a special 2.1 Research Methodology and Research Design
alignment; understanding mutual interests, setting common In this study, the role of KTÜ TTM within the framework of
goals, and focusing on complementary skills form the basis for university-industry collaboration was evaluated. A qualitative
achieving successful collaboration [6]. research method was employed, and the research design was
As a result of collaboration, industry, whose goal is to increase based on "phenomenology." The phenomenological design
profits and expand its volume, has seen developments that typically focuses on phenomena that are recognized but not
positively impact production through the adaptation of deeply or thoroughly understood. Phenomenology is a method
technologically evolving and renewing processes to existing that concentrates on understanding and evaluating lived
systems. The aim of the university in collaborating with industry experiences [8]. This methodology aims to deeply examine and
is to develop a qualified human resource and support research comprehend individuals' experiences.
with a strong knowledge base, leading to the transformation of Although phenomenological data are obtained from the
theoretical work into practical applications and resulting in some experiences of a few individuals, the information gathered from
modifications [5]. Science plays an extremely important role in these individuals provides detailed insights into the phenomenon.
facilitating university-industry collaborations. It is a process born The fact that the phenomenon is experienced by different
from the mutual supply and demand between the university, individuals contributes to the provision of information from
which produces science, and industry, which converts science various perspectives by the research participants, thereby aiding
into economic benefits [2]. in understanding the phenomenon from a broad viewpoint. In this
University-industry collaboration highlights a partnership that way, the data obtained from the experiences of different
offers significant benefits for both parties. Through these participants support a comprehensive understanding of the
collaborations, universities strive to address global problems phenomenon [3]. For such research, the number of individuals to
using academic knowledge. Industry, on the other hand, benefits be included in the sample should generally not exceed ten. It is
from universities' research, expertise, and laboratories, leading to normal to limit the sample size in this type of research since the
the development of innovative products and improvements to interviews often require long and sometimes multiple meetings.
existing products. As a result of this partnership, mutual gains The limited number of individuals who have experienced the
are achieved in areas such as employment, education, innovation, phenomenon under investigation may also sometimes result in a
and economic growth, which significantly impact life. Thus, restricted number of people who can be included in the sample
these partnerships provide mutual benefits to the parties involved [12].
and contribute to society and the economy. In addition to their In addition, sentiment analysis was performed using RStudio to
research mission, universities also have educational and societal automatically detect and classify emotional expressions present
missions. While the educational mission is clear, societal in the texts. This analysis employs Natural Language Processing
missions have gained increasing importance in recent years. This (NLP) techniques to determine whether the sentiments in the
is reflected in factors such as the role of universities in university- texts are positive, negative, or neutral. During this process, words
industry technology transfer [4]. and expressions within the texts are analyzed to identify the
emotional content.
1.2 University Industry Collaboration Activities of To visually understand the key themes, topics, and word
KTÜ TTM distribution in the texts, a word cloud was generated in RStudio.
In order to increase R&D and innovation capacity and strengthen Word clouds, commonly used as part of text mining and data
university-industry cooperation activities, KTÜ TTM establishes visualization techniques, provide a quick representation of the
contacts with many new companies every year and develops frequency of words in a text or text corpus, indicating which
bilateral cooperation. These efforts are not limited to the region words are used more frequently.
but extend to firms across the country through online and face-
to-face meetings, integrating new companies into the 2.2 Universe and Sample of the Research
collaboration ecosystem. During these meetings, R&D topics The universe of this research consists of approximately 50
and requests are gathered, the needs of the firms are identified, faculty members working at KTÜ who have been involved in
and numerous firms are matched with academicians from KTÜ university industry collaboration processes. To align with the
for collaborative projects, involving online meetings and research objectives, the sample group was composed of 8 faculty
discussions. members who have both participated in university industry
Meetings are also organized with the boards of Organized collaboration processes and are knowledgeable about the KTÜ
Industrial Zones to discuss activities within the framework of TTM. The academic titles, faculty and department affiliations,
and the total number of projects funded by public and/or private 2.4 Research Findings
sector capital for the faculty members included in the sample The findings of the study are summarized as follows:
group are provided in Table 1. KTÜ TTM has made significant contributions to raising the bar
2.3 Data Collection Processes and Interview Questions of success by utilizing the potential of the university. Active
TTOs are essential units that every university must have. They
relevant participants to answer the question, "What is the role of institutional in industrial collaborations and play a critical role in KTÜ TTM in the context of university-industry collaboration?" Within the scope of the research, interviews were conducted with are crucial in presenting the university as professional and
recorded by the researcher, but their personal data would not be KTÜ TTM has been highly effective in conducting one-on-one shared with third parties. It was explained that the audio meetings with firms, matching academics, providing project recordings would be used for the purpose of data collection and writing support, analyzing industrial problems, and guiding both analysis. Initially, a pool of questions presumed to be relevant to Participants were informed that the interviews would be audio development process. reducing the risks researchers may encounter during the project
this pool were evaluated with experts deemed relevant to the the university’s recent collaborations. However, it is observed research content, and the most appropriate eight questions for the that KTÜ TTM faces a disadvantage due to its location being far study were finalized. The interview questions prepared for the from major industrial areas. It is suggested that the center could the study topic was created. Subsequently, the questions within process. It has also played a significant role in realizing many of parties on the appropriate course of action throughout the
participants are presented in Table 2. Before the interview become more effective by organizing events where industry questions were posed, a conversation with the participants was professionals and academics can come together and by placing initiated to foster a mutual trust relationship. After the audio greater emphasis on institutionalization. recordings were transcribed, with the permission of the It is noted that KTÜ TTM is preferred as an intermediary because participants, the next step was the analysis of the data. The it instills confidence in the industrial sector during company collected data was analyzed using descriptive content analysis, visits and ensures that academics feel secure. Its professional and and additionally, sentiment analysis was conducted, and a word corporate identity during industry visits, which represents the cloud was generated using the RStudio program. university, leads to a more positive and moderate view of the
Table1: Characteristics of the Study Sample Group project development processes among industrialists. Additionally, KTÜ TTM is favored for its objective approach to Number of Public Academic both academics and industry parties, its facilitation of smooth Faculty/Departments /Private Sector Title process progress, its role as a mediator, and its handling of Supported Projects accounting tasks. Forestry Faculty Professor 10 KTÜ TTM is believed to be doing its best to achieve its goals. Forestry Industrial Engineering Additionally, there are expectations for bringing academics Faculty of Engineering Professor 6 along on company visits, conducting matching processes more Mechanical Engineering meticulously, collecting project topic requests from academics Faculty of Engineering Professor 2 Mechanical Engineering based on company activity areas, and matching academics with
Associate Faculty of Engineering large-scale companies in the Technopolis where they have their
Professor Industrial Engineering firms. 4
Assistant Faculty of Science It is generally believed that KTÜ TTM does not have significant
Professor Computer Science shortcomings. However, suggestions have been made, including 6
Assistant Faculty of Science collecting R&D topic proposals from academics and forwarding
Professor Computer Science them to companies, grouping companies sectorally to hold 6
Vocational School of Health meetings with academics on specific days, providing support
Assistant Services Medical Services and 3 with sample project forms, and facilitating discussions and
Professor Techniques integration between academic entrepreneurs and companies.
Research Forestry Faculty To increase its activity, it is suggested that KTÜ TTM could 2 assistant Forestry Industrial Engineering increase its participation in fairs, fix the names of the companies
it works with on its website, enhance materials for promoting
Table 2: İnterview Questions TTO's module functions and staff, utilize international resources,
No İnterview Questions and raise awareness among companies about TTO activities.
1 It is believed that TTO plays a facilitative role in reviewing and
What are your opinions about KTÜ TTM? preparing contracts between academics and industrialists,
2 How would you define university industry collaboration? managing financial obligations, handling bureaucratic processes,
3 Do you think KTÜ TTM is effective in the processes of and establishing balances between the company and the
university industry collaboration? academic. Additionally, it is noted that TTO helps eliminate
4 Why would you prefer KTÜ TTM to be an intermediary problems by coordinating the project development processes for
in university industry collaboration processes? companies that are located far away.
5 What are your expectations regarding KTÜ TTM's The data obtained from the interviews was converted into a text
university industry collaboration module? file and sentiment analysis was performed using the RStudio
6 Is there any aspect of KTÜ TTM's university industry program. The graph showing the sentiment scores obtained from
collaboration processes that you find lacking? the analysis is presented in Figure 1.
7 In your opinion, how could KTÜ TTM become more Subsequently, a word cloud was created using the Rstudio
active in the context of university industry collaboration? program to analyze frequently used words within the text. The
8 resulting word cloud is presented in Figure 2. Has the solution/process of the problems you experienced
in university-industry collaborations at KTÜ TTM
become easier?
Figure 1: Distribution of Sentiment Scores In the word cloud presented in Figure 2, the words 'industry,'
'university,' and 'TTO' are prominently featured. The frequent
occurrence of the word 'industry' indicates a strong focus on how
KTÜ TTM interacts with and supports industrial partners. The
frequent mention of the word 'university' underscores the
importance of the academic side of the collaboration, suggesting
that researchers view the university's role as critical in partnering
with industry. The prominent presence of the abbreviation 'TTO'
highlights the central role of KTÜ TTM in facilitating these
collaborations. Overall, the word cloud demonstrates the
significant role that KTÜ TTM plays in supporting and
facilitating these interactions.
The current situation of KTÜ TTM has been evaluated, and the
following recommendations have been proposed:
Increasing awareness of the services provided by TTO and
conveying this awareness to the business ecosystem will enhance
Figure 2: Word Cloud the sustainability of new collaborations. Organizing events that
bring together universities and industry can foster more
communication between them. The strong relationships
established will increase the sense of trust, thereby creating
opportunities for further collaboration. Additionally, such efforts
will create internship and job opportunities for students trained
at the university for the business world.
In future studies, the place of TTOs can be examined within the
framework of commercialization of inventions within the
university and/or increasing academic entrepreneurship. By
increasing the number of study samples, the subject can be
analyzed in depth with different analysis methods and theoretical
frameworks can be tested. In addition, the role and impact of
TTOs in different universities, regions and different countries in
university-industry collaboration can be examined by conducting
multiple case studies. It will be useful to compare different
3. CONCLUSION AND RECOMMENDATIONS structures and operations of TTOs in terms of examining the impact of different regional and sectoral dynamics on In conclusion, it has been observed that the activities carried out collaboration processes. by the KTÜ TTM within the framework of university industry
collaboration have yielded positive results, as noted by REFERENCES participants who are familiar with the structure and functioning
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The Impact of International Networks on Grants, R&D,
Knowledge and Technology Transfer - Case of COST
Network and KTU
Sedanur KALYONCU İslam YILDIZ Emrah AYVAZ
Technology Transfer ARC Technology Transfer ARC Technology Transfer ARC
Karadeniz Technical University Karadeniz Technical University Karadeniz Technical University
Trabzon / TÜRKİYE Trabzon / TÜRKİYE Trabzon / TÜRKİYE
sedanursaglam@ktu.edu.tr islamyildiz@ktu.edu.tr emrahayvaz@ktu.edu.tr
Gözde SAĞLAM Müslüm Serhat ÜNVER Oktay YILDIZ
Technology Transfer ARC Technology Transfer ARC Technology Transfer ARC
Karadeniz Technical University Karadeniz Technical University Karadeniz Technical University
Trabzon / TÜRKİYE Trabzon / TÜRKİYE Trabzon / TÜRKİYE
gozdesaglam@ktu.edu.tr serhatunver@ktu.edu.tr oktayyildiz@ktu.edu.tr
Güler Tuğba GÜLTEKİN Eren YILMAZ Kerim SÖNMEZ
Technology Transfer ARC Technology Transfer ARC Technology Transfer ARC
Karadeniz Technical University Karadeniz Technical University Karadeniz Technical University
Trabzon / TÜRKİYE Trabzon / TÜRKİYE Trabzon / TÜRKİYE
gulertugbagultekin@ktu.edu.tr erenyilmaz@ktu.edu.tr kerimsonmez@ktu.edu.tr
Hülya SABIR Beril DEĞERMENCİ Yalçın AYKUT
Technology Transfer ARC Technology Transfer ARC Technology Transfer ARC
Karadeniz Technical University Karadeniz Technical University Karadeniz Technical University
Trabzon / TÜRKİYE Trabzon / TÜRKİYE Trabzon / TÜRKİYE
hulyahacisalihoglu@ktu.edu.tr berildegermenci@ktu.edu.tr yalcin.aykut@ktu.edu.tr
Ayhan KOÇ Aleyna AYDIN Dilek İSKENDER BALABAN
Technology Transfer ARC
Technology Transfer ARC Technology Transfer ARC
Karadeniz Technical University
Karadeniz Technical University Karadeniz Technical University Trabzon / TÜRKİYE Trabzon / TÜRKİYE Trabzon / TÜRKİYE
aleynaaydin@ktu.edu.tr
ayhankoc@ktu.edu.tr dilekiskender@ktu.edu.tr
Seda BAŞ
Technology Transfer ARC
Karadeniz Technical University
Trabzon / TÜRKİYE
sedabas@ktu.edu.tr
ABSTRACT involved in the COST program from 2019 to 2023 was examined.
Additionally, Türkiye’s performance during this period was
analyzed to assess the effectiveness of the developed strategy. As
It is essential that researchers collaborate with international
a result of these analyses, in COST Actions in which a limited
colleagues and adhere to international standards to facilitate the
number of KTU researchers were involved at the beginning of
transfer of technology resulting from their research. In order to
2019, 252 researchers were involved in 528 actions by the end of
participate in these projects, it is essential for researchers to have 2023, becoming the first university in Türkiye in this context.
a broad international network and reliable collaborators to form
Thanks to the researchers and activation included in the COST
international consortia. This study examines the strategy adopted
by Karadeniz Technical University (KTU) in its pursuit of the Programme, a 92.3% increase in the number of international
project applications and a 366% increase in the number of project
COST (European Cooperation in Science and Technology)
acceptances were observed between 2019 and 2023. The
Programme and the subsequent results that enabled its
findings indicated that these exemplary practices could serve as
researchers to engage in prestigious international consortia and
an effective approach for the internationalisation of higher
access international funding sources. To increase the number of
education institutions.
Karadeniz Technical University (KTU) members in the
Management Committee (MC) and Working Group (WG) of
COST Actions, which have limited slots, each Action was KEYWORDS
carefully reviewed, and individual meetings were held with Technology Transfer, R&D, Internationalisation, COST researchers. Technical and administrative support was provided
to facilitate researchers' participation in the Actions. A statistical
analysis was conducted for researchers who participated in
COST Actions over the past five years. The status of countries
1 COST provide invaluable opportunities for researchers to INTRODUCTION
disseminate their knowledge and experience [5].
The involvement of researchers in internationally funded
projects presents a duality of opportunities and challenges. One
of the most significant challenges encountered during this 2 METHODOLGY
process is the formation of international consortia. Effective In accordance with the internationalisation strategy for KTU to
communication between researchers from different countries and become more effective in the international arena, activities are
disciplines is of great importance, as consortia require such a being undertaken with the objective of enhancing international
diverse group to come together [1]. Furthermore, operational collaboration and increasing the quantity and calibre of project
challenges, including the sourcing of funding, the optimal proposals submitted to international funding programmes. Given
utilisation of resources and the effective management of projects, the crucial role that a broad international network plays in
represent significant obstacles in the context of such projects [2]. securing participation in internationally funded projects,
Nevertheless, the intricacy of these procedures and the presence concerted efforts have been made to direct students towards the
of bureaucratic impediments can act as a deterrent for numerous COST Programme since late 2019, with ongoing initiatives still
researchers [3]. The existing literature frequently emphasises that in place.
participation in international projects has positive effects on In this context, awareness-raising activities, which commenced
researchers' career development, knowledge sharing and with information events held at various locations across the
innovation [4]. In particular, the formation of international university and its constituent departments, have yielded tangible
consortia hinges on the existence of reliable networks and outcomes through one-to-one interviews with academics. In this
cooperative networks, which are pivotal for the success of the regard, the strategy pursued by KTU Technology Transfer
projects. In this context, the effective utilisation of international Application and Research Center experts to enhance the
cooperation networks facilitates the efficiency and sustainability involvement of researchers in COST Actions is outlined below.
of projects. Due to the inability of KTU researchers to engage in - Organisation of information events:
sufficient international cooperation, it was observed that the - Analysing current COST actions: Existing COST actions are
university was quantitatively and qualitatively insufficient in analysed and listed with details covering objectives, research
international projects, resulting in limited scientific output and areas, participation requirements, duration, etc.
weakened competitiveness at the global level. This deficiency - Identification of researchers: Researchers with fields of study
prevented the university from fully exploiting its potential, compatible with COST actions are identified by analysing their
especially in areas such as access to international funding, academic profiles (research areas, project experiences, etc.).
exchange of knowledge and experience, and development of -Establishing contact with researchers: The identified
innovative solutions. This study presents the internationalisation researchers are contacted and one-to-one interviews (telephone,
strategy of Karadeniz Technical University, which enables e-mail or desk interviews) are conducted about the opportunities
researchers to participate in qualified international consortia and and benefits of participation in COST actions. It is assessed
access international funding sources, as exemplified by the whether the researchers are suitable for the identified actions.
COST programme. -Providing technical support services: Technical support is
The COST (European Cooperation in Science and Technology) provided to researchers during the application process for COST
programme was established in 1971 with the objective of actions (filling out the application form, preparation of necessary
promoting scientific and technological research in Europe. The documents, follow-up of the application process, etc.) and the
objective of COST is to facilitate the exchange of knowledge and application evaluation process is followed.
encourage innovation among researchers by fostering -Guidance to other COST-related support: Researchers are
interdisciplinary networks. The principal objective of the provided with the opportunity to benefit not only from MC/WG
programme is to facilitate international collaboration and enable assignments in actions, but also from other COST-related
researchers to collectively address global challenges. While support such as Short-Term Scientific Visit (STSM) and ITC
COST does not provide direct support for research and Conference Support. In addition, referrals were made to the
development, it plays a significant role in facilitating the COST 2515 Programme supported by TUBITAK, the COST
formation of international consortia, which allow researchers to researchers. National Coordinator in Türkiye, to provide R&D support to
collaborate on the advancement of their projects. Researchers The country-based data used in the study were obtained from the
may participate in the Actions in either the capacity of a member COST Annual Reports and the researcher-based data were
of the Management Committee (MC) or a member of a Working obtained from the COST website.
Group (WG). In these roles, they are afforded the opportunity to In order to assess the status of the developed strategy, a mini
engage in in-depth strategic planning, project management, and survey with open-ended questions was conducted with KTU
the exploration of specific research topics. Those engaged in researchers participating in COST Actions. In the survey, the
COST Actions enjoy significant advantages, including access to benefits of the participated actions for the academics were
information and resources, opportunities for career development evaluated with questions such as to what extent they benefited
and the strengthening of leadership skills as part of an from the action, what kind of effects it had at the academic level,
what kind of activities they participated in.
internationally recognised network. Such opportunities permit
researchers to make significant progress in their careers and to 3 RESULTS become more prominent figures within the international The COST programme facilitates extensive involvement from a scientific community. COST Actions facilitate the formation of diverse array of countries, encompassing 41 member countries new collaborative relationships and the expansion of existing and cooperation countries. In addition to Europe's leading networks, thereby enhancing the probability of securing countries in science and research, such as Germany, France, additional funding and support for research projects. Italy, Spain and the United Kingdom, Türkiye, Israel and some Furthermore, meetings, workshops and conferences organised by Western Balkan countries are also actively involved in this
programme. Table 1 presents detailed data illustrating the status institutions. In 2021, participation declined as a consequence of
of active participation in the COST programme between 2019 the impact of the pandemic. However, in 2022, there was a
and 2023 [6-10]. revival in participation and a success was achieved as in 2020.
This success continued to increase in the following years. As
Table 1: evidenced by the participation statistics provided by the COST Status of Countries in COST Programme
Organisation, Türkiye achieved notable success in 2022 and
Indicator 2019 2020 2021 2022 2023 2023. In 2022, Türkiye achieved the distinction of becoming the
Runnig third most participating country, with a participation rate of 99% COST
Action 294 291 289 302 269 in all active actions. Additionally, the country reached a notable
New COST action number of members, with 3,084 individuals participating in
launched 80 45 40 70 70 Working Groups. In the same year, Türkiye was the fifth most
Average number of successful country in terms of individual participation in COST
COST network activities, with 1,113 participants, and the fourth Members 30 30.8 31 33 33
per Action country with the highest budget allocation of approximately EUR
Average number of 1.5 million. Türkiye was the leading country in terms of
non-COST participation by young researchers, with a rate of 52.8%. In 2023,
countries per actions, thereby attaining the distinction of being the country - 4.3 6 5 6 Türkiye sustained its efficacy by participating in 99% of all Action
Articles with the highest number of working group members, with 7,096 479 921 1501 1253 -
Percentage of spin- working group members. Türkiye was the third most successful
off H2020* country in terms of individual participation in COST network 37% 39% 32% - -
proposals approved activities, with 1,849 participants, and the third most budgeted
Average value of country, with approximately EUR 2.27 million.
spin-off As a consequence of the activities conducted throughout this
projects per Action researchers, as well as an increase in the number of researchers 6M 5.8M 3.9M 9.5M 5.2M process, there has been an enhancement in the awareness of
(€) who have submitted applications on an individual basis.
*Horizon 2020 was the EU's research and innovation funding Moreover, the support provided by COST was not confined to
programme from 2014-2020 KTU but was also extended to TTO units and researchers at other
universities, thereby contributing to an increase in Türkiye's
Türkiye plays a significant role as an active participant in the participation in the COST Programme.
COST programme. Türkiye's involvement in COST Actions As the number of researchers engaged in the COST Programme
between 2019 and 2023, along with a comprehensive account of and active in its actions has grown, the graph below illustrates
its contributions and accomplishments, is presented in Table 2 the change in the number of international project applications and
[11-15]. acceptances submitted by KTU between 2019 and 2023 (Fig. 1).
Table 2: Türkiye's Position in COST Programme
Indicator 2019 2020 2021 2022 2023
Individual
participation in all 1075 - 20 1113 1849
action activities
Training
1 12 0 4 10
school/hosted
Short-term
scientific 14 103 8 12 23
missions/hosted
Short-term
Figure 1. Statistics of KTU projects with international funding
scientific 72 380 43 90 158
(2019-2023)
missions/participant
Trainess/participant 197 1001 33 219 310 4 DISCUSSION AND CONCLUSION
Trainers/participant 7 58 1 23 48 The formation of international networks plays a pivotal role in
Budget received (€) the establishment of dependable and collaborative international 0.9M 4.9M 0.3M 1.5M 2.3M
project consortia. This is achieved by the creation of scientific
networks comprising researchers and institutions, which
Türkiye demonstrates a notable level of involvement in the subsequently leads to an increase in the number of international
COST programme, exhibiting a discernible increase in project applications and acceptances.
participation on an annual basis. The number of individual This study examines the strategy employed in the process by
participants increased from 1,649 in 2019 to 103 short-term which KTU researchers were directed to the COST Programme,
scientific missions in 2020, with 380 participants being sent to an international organisation with the objective of uniting
these missions. Furthermore, 12 training schools were conducted scientists who are experts in their respective fields throughout
in 2020, with 1,001 individuals undergoing training at these Europe in scientific networks. This strategy facilitates the
integration of scientists engaged in national research projects into This, in turn, has resulted in KTU researchers establishing more
the international scientific community. robust international networks, which has directly influenced the
The strategy pursued has yielded notable results. At the inception number of international project applications and acceptances. In
of 2019, a modest number of KTU researchers were engaged in conclusion, the findings indicate that these exemplary practices
COST actions. By the conclusion of 2023, this number had may serve as an effective approach for the internationalisation of
grown to 252 researchers participating in 528 actions. With higher education institutions.
regard to the ongoing COST actions, KTU has been the most
successful university in Türkiye, with 29 active members of the REFERENCES
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The Effect of Evaluating Graduate Thesis Topics as
Invention Notification Form on Industrial and Intellectual
Property Applications: The Case of Karadeniz Technical
University
Kerim SÖNMEZ* İslam YILDIZ Yalçın AYKUT
Technology Transfer Application and Technology Transfer Application and Technology Transfer Application and
Research Center, Research Center, Research Center,
Karadeniz Technical University Karadeniz Technical University Karadeniz Technical University
Trabzon / TÜRKİYE Trabzon / TÜRKİYE Trabzon / TÜRKİYE
kerimsonmez@ktu.edu.tr islamyildiz@ktu.edu.tr yalcin.aykut@ktu.edu.tr
Hülya SABIR Gözde SAĞLAM Aleyna AYDIN
Technology Transfer Application and Technology Transfer Application and Technology Transfer Application and
Research Center, Research Center, Research Center,
Karadeniz Technical University Karadeniz Technical University Karadeniz Technical University
Trabzon / TÜRKİYE Trabzon / TÜRKİYE Trabzon / TÜRKİYE
hulyahacisalihoglu@ktu.edu.tr gozdesaglam@ktu.edu.tr aleynaaydin@ktu.edu.tr
Sedanur KALYONCU Müslüm Serhat ÜNVER Ayhan KOÇ
Technology Transfer Application and Technology Transfer Application and Technology Transfer Application and
Research Center, Research Center, Research Center,
Karadeniz Technical University Karadeniz Technical University Karadeniz Technical University
Trabzon / TÜRKİYE Trabzon / TÜRKİYE Trabzon / TÜRKİYE
berildegermenci@ktu.edu.tr serhatunver@ktu.edu.tr ayhankoc@ktu.edu.tr
Emrah AYVAZ Eren YILMAZ Dilek İSKENDER BALABAN
Technology Transfer Application and Technology Transfer Application and Technology Transfer Application and
Research Center, Research Center, Research Center,
Karadeniz Technical University Karadeniz Technical University Karadeniz Technical University
Trabzon / TÜRKİYE Trabzon / TÜRKİYE Trabzon / TÜRKİYE
emrahayvaz@ktu.edu.tr erenyilmaz@ktu.edu.tr dilekiskender@ktu.edu.tr
Beril DEĞERMENCİ Güler Tuğba GÜLTEKİN Oktay YILDIZ
Technology Transfer Application and Technology Transfer Application and Okta Arge Mühendislik Hiz. San ve Tic. Ltd.
Research Center, Research Center, Şti,
Karadeniz Technical University Karadeniz Technical University Üniversite Mh. Hastane Cd.Trabzon
Trabzon / TÜRKİYE Trabzon / TÜRKİYE Teknokent Trabzon / TÜRKİYE
sedanursaglam@ktu.edu.tr gulertugbagultekin@ktu.edu.tr oktayyildiz@hotmail.com
ABSTRACT necessary for KTU that is the application authority, to develop new strategies to increase industrial property assets. This study Industrial and intellectual property is an important structure aims to reveal the effect on the number of patent applications by that is popular all over the world. Each country has legal Karadeniz Technical University (KTU) as a result of the regulations in the field of intellectual and industrial property in evaluation of graduate thesis topics without request. Within the order to protect one's invention. The 6769 Industrial and scope of the new strategy, a methodology was applied for the Intellectual Property Law, which entered into force in 2017, evaluation of patent and utility model application data in the paved the way for universities in Türkiye to have rights in KTÜ patent portfolio, the distribution of data by year, and patent applications for inventions such as patents, utility models and registration documents. In this study, direct patent and utility designs. Thesis studies that young researchers start during their model application data were evaluated. When the application postgraduate period are focused solely on publication. The data was examined, it was seen that the new strategy commercialization and patenting potential of theses determined implemented increased the industrial property assets. without analyzing the needs of the industrial sector is low, and
this makes the thesis work of many engineers inefficient. It is KEYWORDS
*Lect. Kerim SÖNMEZ is Coordinator of the ARC for Technology Transfer Industrial rights, Intellectual rights, patent, utility model, 6769
Karadeniz Technical University in Trabzon, Türkiye. law, KTU
Permission to make digital or hard copies of part or all of this work for personal or
classroom use is granted without fee provided that copies are not made or distributed
for profit or commercial advantage and that copies bear this notice and the full 1 INTRODUCTION
citation on the first page. Copyrights for third-party components of this work must The concept of intellectual property refers to all rights that
be honored. For all other uses, contact the owner/author(s)
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia are the product of the human mind and have economic value even
© 2024 Copyright held by the owner/author(s). if they do not have a tangible equivalent. In other words, it PhD) were filtered from patent applications for each year and the
includes ideas that arise as a result of the creative efforts of a effect of the developed strategy on the applications was revealed.
person or organization, inventions, literary and artistic works, When the application data were examined, it was seen that the
symbols, names, shapes and designs used for commercial new strategy applied increased the industrial property assets.
purposes. With the application of an intellectual product, the
absolute right provided to the inventor in material and spiritual
terms is recognized for a certain period of time [1]. If these rights 3 HISTORICAL DEVELOPMENT OF
are defined in a different term, intellectual property rights (IPRs) PATENT RIGHTS IN TÜRKİYE
can be defined as the rights that enable sanctions to be imposed The first important legal arrangement regarding patent rights
on the products created by the human mind [2]. It is necessary to in Türkiye was made in 1879 during the Ottoman Empire. The
analyze the concept of intellectual property in two separate French Patent Law of that time was amended and translated into
sections. The first of these concepts includes industrial property the Ottoman Patent Law enacted in 1879. In parallel with the
rights including inventions (patents and utility models), developments in the world, valid patent laws could not be
trademarks, industrial designs, integrated circuit topographies enacted in Türkiye until 1995, except for the international
and geographical indications. The second concept includes all agreements signed, and the patent laws of the Ottoman Empire
intellectual and artistic works, including works of art, works of continued to be applied with some changes until 1995.
science, works of literature, music and musical works, fine art Subsequently, Türkiye became a party to the Paris Convention in
and cinematographic works, depending on copyright [3]. 1925 and signed the WIPO founding treaty in 1976. Furthermore,
Intellectual and industrial property rights give the inventor the Türkiye acceded to the London amendment in 1956, Articles 13
ability to manage all commercial activities thanks to the absolute through 30 of the Stockholm amendment in 1976 and Articles 1
rights it gives to the inventor. Both the desire of the inventor to through 12 of the Stockholm amendment in 1995 [6]. Türkiye
protect his/her invention and the desire to prevent imitation in signed the Customs Union Agreement in 1994. With this
commercial activities increase the number of applications of agreement, the "TRIPS" agreement, the "Strasbourg Agreement
Intellectual and Industrial Rights in legal protection processes. on the classification of patents" (IPC) and the "Patent
Patent, utility model, trademark, etc. industrial assets and Cooperation Agreement" (PCT) and the "Agreement
copyrights are subject to very serious court-based sanctions in Establishing the World Trade Organization" entered into force.
case of infringement of the intellectual assets in question. [4]. Later on, the "Budapest Agreement" on the international
Violations or infringements of rights by third parties have legal protection of microorganisms entered into force, as well as the
and criminal sanctions to protect the rights of right holders [5]. "Patent Law Treaty" (PLT) and the "European Patent
The purpose of patents is to provide protection that facilitates Convention" (Munich Convention) [6].
technological development. A patent not only gives the inventor Table 1 presents data on Türkiye's status as a party to the
exclusive rights to create an invention, but also provides conventions on intellectual property rights to which Türkiye is a
incentives for the technological development and party [7].
commercialization of that invention. Instead of obtaining a
patent, the inventor publishes the technical specifications of the Tablo 1: International Agreements to which Türkiye is a Party
invention, enabling others to make different new inventions [7]
based on the invention. An increase in the number of patents in a First Türkiye’s country indicates a high level of technological development in Participatio
Agreements Signatur Membershi
the country. The transformation of industrial and intellectual n Date
e Date p
assets into the economy through the sale of inventions, the World Intellectual
production of inventions and the sale of products positively Property Organization affects the welfare of the country. 1967 YES 12.05.1976
WIPO Articles of
This research aimed to determine if recognizing master's and Association
doctoral theses as invention disclosure forms, without requiring Treaty Establishing
additional notifications, would lead to an increase in the number the World Intellectual of granted patents. Since Karadeniz Technical University is a 1995 YES 26.03.1995
research university, the number of industrial property assets is (WIPO) Property Organization significant. It is necessary to develop new strategies to increase
European Patent
industrial property assets. When the application data was 1973 YES 01.11.2000
examined, it was seen that the new strategy implemented Stockholm Convention (EPC)
increased the industrial property assets.
(Articles 1-
Paris Convention for YES 12)
2 the Protection of 1883 (10.10.1925 01.02.1995 METHODOLOGY Industrial Property ) (Articles The application change status was revealed by using the 13-30 patent and utility model application data of Karadeniz Technical 16.05.1976) University. In addition, the registration numbers were evaluated Signed Patent Law (PLT) 2000 with a similar method. Among the patent applications in the KTU 02.06.200 patent portfolio, applications between the years 2017-2023 were Trademark Law (TLT) 1994 YES 01.01.2005 evaluated. In the relevant years, student applications (Master and
Singapore Agreement Signed The education institutions defined in subparagraph (c) of the first
on Trademark Law 28.03.2006 agreement paragraph of Article 3 of Law No. 2547 and higher education
2006 has not yet institutions affiliated to the Ministry of National Defense and the
entered into Ministry of Interior.
force (2) When an invention is realized as a result of scientific
BUDAPESTE studies or research conducted in higher education institutions, the
Agreement on the inventor is obliged to notify the higher education institution in 1977 YES 30.11.1998 writing and without delay. If a patent application has been made,
International Storage
of Microorganisms the higher education institution shall be notified of the
LAHEY Agreement application.
on the International (3) The higher education institution is obliged to file a patent
Registration of 1999 YES 1.01.2005 application if it claims right ownership over the invention.
Designs (Geneva Otherwise, the invention becomes a free invention
Text! On this occasion, studies for the protection of the knowledge
Protocol to the accumulation in universities with intellectual and industrial
MADRID Agreement 1989 YES 01.01.1999 rights have been carried out as of 2017.
Patent Cooperation
1970 YES 01.01.1996
Treaty (PCT)
LOCARNO 4 KARADENİZ TECHNICAL UNIVERSITY
Agreement on the INDUSTRIAL PROPERTY NUMBERS 1968 YES 30.11.1998
Restriction of Designs Founded in 1954, Karadeniz Technical University is the first
NIS Agreement on the technical university established in Anatolia in Türkiye. In
International addition, as of 2021, it continues to produce science in the
Classification of Research University category. New generation universities are
1957 YES 01.01.1996
Goods and Services in universities that transform the knowledge they produce into
Trademark added value while producing knowledge, coordinate these
Registration processes, and involve every individual from students to faculty
STRASBORG members in innovation-based commercialization activities.
Agreement on the Karadeniz Technical University has assumed an important role
International 1971 YES 01.10.1996 in serving this basic mission with the Technology Transfer
Classification of Application and Research Center (TTC).
Patents (IPC) With the Industrial Property Law No. 6769, which entered
VIENNA Agreement into force in 2017, Karadeniz Technical University has made a
on the Classification total of 262 industrial property applications with 166 national 1973 YES 01.01.1996 patents, 28 national utility models, 16 national designs and 52
of Figurative
Elements of Marks international patent applications with access to more than 300
inventors and more than 3000 students. With these applications,
39 national patents, 20 national utility models, 16 national
designs and 5 international patents were registered. In addition,
2.1 INDUSTRIAL PROPERTY LAW NO. 6769 6 copyright registrations and 24 trademark applications were also
In Turkish law, industrial property rights were first regulated carried out by Karadeniz Technical University [8].
by the Decree Law No. 551 on the Protection of Patent Rights,
No. 554 on the Protection of Industrial Designs, No. 555 on the
5 A NEW STRATEGY for INVENTION
Protection of Trademarks, which entered into force in 1995. DISCLUSURE Protection of Geographical Indications and No. 556 on the
These Decree Laws were repealed by the Industrial Property Law As stated in subparagraph c of Article 121 of the Industrial
No. 6769 ("IPL"), which entered into force in 2017. Property Law No. 6769, there is an obligation to notify the
According to the IPL No. 6769, Articles 113-122 include the university of an invention made at the university before applying
provisions on "Employee Inventions". Especially with Article for industrial property. This notification is referred to as the
121, universities and public institutions are entitled to have rights invention disclosure form in the literature [9]. As of 2017,
in patent applications [10]. universities collect invention disclosure forms and make patent
applications by evaluating these forms according to criteria such
ARTICLE 121 as patentability, commercialization, etc.
(1) Without prejudice to the provisions of special laws and As of 2023, a new strategy was developed by Karadeniz
regulations under this article, the provisions regarding the Technical University Technology Transfer Application and
inventions of employees shall apply to the inventions made as a Research Center and it was decided to consider the thesis
result of scientific studies or research conducted in higher subjects of graduate and doctoral students as invention disclosure
forms without notification. With this decision, the technology Karadeniz Technical University continues its support in the
and/or information of the relevant invention was protected at an field of Industrial Property with the 6769 IP Law published in
early stage. The number of invention notifications received by 2017. Before 2017, the number of patents belonging to
Karadeniz Technical University since 2017 is shown in academicians at the university was 7, while 262 industrial
following figure 1. property applications were realized under the university's
ownership as of 2024.
In 2020, there was a global COVID-19 pandemic, the effects
Number of Invention Notifications of which continued in 2021, and a national stagnation in
n 200 industrial property applications in 2022-2021. However, even 156 o ti during these periods, the know-how at the university was n s 119 n 107 111 108 transformed into industrial property assets. Figure 2 shows an ve 81 In 100 increase in industrial assets with the normalization process after f 64 o ficatio the pandemic. ti er o 22 The 25 national patent applications until 2022 increased to N mb u 31 national patent applications with the evaluation of the thesis 0 N subjects of master's and doctoral students in postgraduate
Year which was put into effect in 2023. In the first 8 months of 2024, education as invention disclosure forms without notification,
Figure 1 : the number of national patent applications reached 45 Number of Invention Notifications Received at
Karadeniz Technical University applications, and 12 applications are based on given information
from theses.
While international applications are examined, 18
The number of national patents, national utility model,
international patent applications were submitted as of 2024.
national design and international patent applications applied as In 2023, a new strategy was put into effect as a new strategy
Karadeniz Technical University since 2017 is given in Figure 2. in which the thesis subjects of master's and doctoral students in
Number of National Patent Applications postgraduate education were evaluated as invention disclosure
Number of International Patent forms without notification, and the knowledge accumulation at
Industrial Property Numbers Applications Karadeniz Technical University was protected at an early stage. Number of National Utility Model
Applications It is thought that the use of this practice in all universities will
Number of National Design Applications
60 produce positive results and increase the number of national and
international patents.
40 The new strategy provides early awareness to young
20 researchers and supports patent applications that adopt industrial
needs and have high commercialization potential.
0 The strategy of evaluating theses as invention notifications
was introduced to international partners (8 European Countries)
as an example of good practice in the projects of strengthening
technology transfer with innovative approaches, in which KTU
Figure 2: Karadeniz Technical University Industrial is a partner, within the scope of the ERASMUS+ and
Property Numbers INTERREG NEXT Programs.
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Patent [7] Toker Köse, M., 2018, Fikri mülkiyet hakları çerçevesinde patentin (City)
iktisadi boyutu ve Türkiye örneği, Master's Thesis, Hitit Üniversitesi
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6 CONCLUSION
Using Open-Access Resources and Platforms to Create a
Technology Transfer Ecosystem *
Viatcheslav Britchkovski†
Informatiom Center/National Library of Belarus
v_britch@nlb.by
ABSTRACT offices. There are several main approaches to technology
transfer.
Technology transfer is a complex process that requires up-to-date Business assistance: companies providing services on specific
and reliable information on various aspects of a technological issues related to technology can be considered as specialized
solution. Approaches to improving the efficiency of technology organizations working in the scientific and technical sectors. In
transfer systems through the use of open access resources and order to correctly navigate among such companies, many TTOs
platforms are considered. have extensive databases.
Technology dissemination means the transfer of specific
KEYWORDS knowledge from research institutes to a group of small and
medium-sized enterprises with common technology needs.
open access resources, open access services, digital ecosysytem, Technology search consists of analyzing the national and
technology transfer office international market in order to acquire promising technologies
and commercial opportunities that can be used by companies in
a certain region.
1. INTRODUCTION This task is often carried out independently of specific industry
needs.
Improving the national innovation system is a key factor in
In addition to these direct approaches to technology transfer,
increasing the country's competitiveness in the modern
TTOs are increasingly focusing on the use of various indirect
environment, often defined as a "knowledge economy" and
technology transfer mechanisms, such as technology exchange
focused on the commercialization of scientific results. Of
through networks of companies, technology and innovation
particular importance in this context are studies aimed at
support centers, product development centers, outsourcing, etc.
improving technology transfer and organizing effective
This means that attention is paid not only to technology transfer
interaction between all participants.
from research institutes to industry, but also to stimulating
Technology transfer is considered as one of the most important
technology exchange directly within industry.
instruments for national and regional economic growth.
Participation in network organizations allows TTOs:
Much attention in Belarus is paid to improving the functioning
of technology transfer offices (TTOs). • develop and maintain high standards for their services;
The activities of TTOs are aimed at commercializing the results • significantly increase opportunities for finding
of R&D, ensuring the acceleration of solutions for technical and partners for technology commercialization projects.
technological problems of enterprises, improving the quality of • implement innovation policy at the interregional and
their products, and mastering the production of new types of international levels.
products. TTOs, participating in the work of technology transfer
The main activities of TTOs aimed at the implementation of a set
networks, can more effectively provide their clients with the
of measures related to transferring innovations from the sphere
following services:
of their development to the sphere of practical application. They
include: • search for partners for the joint implementation of
• technology commercialization projects for R&D, entry conducting market research to identify opportunities
for implementing innovations by universities, into new markets, etc; scientific and other organizations; • dissemination of technological information is a
• relevant service for scientific organizations that are performing work to ensure legal protection and
interested in widely informing industry and companies
introduction of innovations into civil circulation;
• about their research capabilities and competencies;
providing engineering and consulting services. • promotion of technological projects using various
The implementation of new technologies and research results
from the scientific and technical sectors in industry is a networking tools; traditional task, and often the main activity of technology transfer • a primary analysis of supply and demand in certain
subject areas of research.
The main role in the Belarusian technology transfer network
Permission to make digital or hard copies of part or all of this work for personal or infrastructure is played by the Republican Technology Transfer
classroom use is granted without fee provided that copies are not made or distributed Center (RCTT).
for profit or commercial advantage and that copies bear this notice and the full The organizational structure of the RCTT network includes
citation on the first page. Copyrights for third-party components of this work must members, clients, partners and a coordinating organization.
be honored. For all other uses, contact the owner/author(s).
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Members of the network are research organizations, higher
© 2024 Copyright held by the owner/author(s). education institutions, enterprises and organizations of all forms
of ownership that have TTOs or divisions responsible for
technology transfer in their structure. Within the framework of Taking into account such limitations, in 2009 the World
the methodology adopted in the RCTT network, network Intellectual Property Organization (WIPO) launched an
members help their clients prepare proposals for cooperation, international project to create a network of Technology and
requests for the implementation of R&D. [1]. There are 3 options Innovation Support Centers (TISCs), the purpose of which is to
for disseminating them:
simplify access to technical knowledge and improve the
• they are posted by network members on the RCTT efficiency of using patent information.
Internet portal; The National Intellectual Property Center (NIPC) is creating a
• they are posted at the request of network members by network of TISCs in the Republic of Belarus in accordance with
the coordinating organization in foreign technology the Agreement between WIPO and NIPC dated October 10,
transfer networks; 2016. As part of its implementation, NIPC performs the
• they are posted on the websites of foreign partners of functions of a coordinating body.
the coordinating organization. Currently, there are 29 TISCs operating in the Republic of
Network members help their clients prepare information on the
Belarus.
products and services of the organization for posting them at a
The creation of the TISCs has improved information and
virtual exhibition on the Internet portal of the Russian Center for
Technology Transfer. Network members also monitor external scientific-methodological support for information and patent
and internal markets to find the target consumers for the activities, increasing the efficiency of using IP objects.
organizations. Clients of the network are suppliers and High-quality scientific information is also one of the most
consumers of technologies (research and design organizations, important factors facilitating technology transfer.
educational institutions, enterprises and organizations of all Underdeveloped information infrastructure and the lack of
forms of ownership). objective data on advanced scientific knowledge and
The RCTT is a consortium for coordinating activities in the field developments create serious barriers to the further development
of technology transfer, which includes of science and its commercialization, significantly reducing the
• efficiency of TTOs. The so-called "serial publication crisis" [2] head office in Minsk;
• has a negative impact on the quality of information support for 5 branches in the regions of the Republic of Belarus
and 30 branches at research organizations, higher TTOs, caused by the fact that the traditional commercial
education institutions and enterprises of the Republic economic model of scientific communication leads to a rapid
of Belarus; increase in subscription prices with relatively unchanged budgets
• 97 foreign organizations in 23 countries. for organizations. The problem is that both TTOs specialists and
The main objectives of the activities of the RCTT branches at researchers working in various subject areas face significant
manufacturing and industrial enterprises are:
difficulties in the process of searching, obtaining and using
improving the quality and reducing the cost of manufactured
information. In the context of the constant growth of scientific
products;
output and the simultaneous increase in the cost of access to
assisting in the expansion of sales markets.
information resources due to the fact that publishers seek to
maximize their profits through the sale of subscriptions to
OPEN ACCESS SERVICES FOR scientific journals, scientists and other consumers of scientific
INFORMATION SUPPORT OF TTOs information experience serious difficulties when it is necessary
to find a potentially useful scientific result and get acquainted
with it [3]. The deficit of high-quality scientific information
TTOs use various information system and resources to
resources deprives specialists of the opportunity to analyze and
effectively manage and transfer technologies. Some of them are:
objectively evaluate the quality of research and development
• Patent and invention databases: these resources help results.
track and manage intellectual property. The important place in the activities of the technology transfer
• Scientific publications databases: these resources offices is occupied by legal problems and issues of protecting
allow TTOs to stay abreast of the latest advances and intellectual property, including problems of legislative and
innovations in various fields. judicial protection of copyright. The lack of relevant and up-to-
• Collaboration and knowledge sharing platforms: such date information in this area significantly reduces the
platforms help researchers and developers exchange
effectiveness of the commercialization of scientific research [4].
ideas, find partners, and collaborate on projects.
• To overcome these challenges, we suggest to use open access
Project management information systems: these
resources and platforms for facilitating information support of
systems help coordinate project work.
• business processes during transfer knowledge and technology.
Marketing and analytics tools: these tools are used to
analyze the market and identify needs and Open Access (OA) as a movement has been steadily gaining
opportunities strength for roughly the last two decades. This is due to the for the commercialization of
technologies. following factors:
To operate effectively TTOs need high-quality and timely The number of publications in open access reaches 47% [5].
information. Research funding programs and foundations require that research
Although patent information has become more accessible in results must be published in the OA repositories or OA journals.
recent years, including through services provided via the Internet Many organizations support the requirements for the openness of
primary data and research results.
on a paid or free basis, the coverage and availability of patent
The citation rate of OA scientific publications is higher than that
data in some countries, including Belarus, remain limited.
of those distributed by subscription [6].
Open access resources are increasingly considered like an option AMiner integrates academic data from multiple sources by data
to replace expensive commercial databases necessary for the mining and social network analysis and mining technology to
information services of TTOs [7]. catch paper indexes.
Using OA resources can significantly improve the efficiency of AMiner cooperates with scholars and academic institutions to
Technology Transfer Offices (TTOs). Below are some of the share papers and scholar data and purchase copyright.
ways in which they can be used. CORE provides access to the world's largest collection of open
1. Access to scientific publications. Open access provides free access scholarly papers by collecting and indexing research from
and unrestricted access to scientific articles and research. This repositories and journals. It is a non-profit service dedicated to
allows TTOs to stay up-to-date with the latest advances and the open access mission and a signatory to the Principles for
innovations in various fields of science and technology.
Open Scholarly Infrastructures (POSI) [8]. CORE serves a global
2. Analysis of patent information. Many patent databases also
network of repositories and journals by improving
provide open access to information. This helps TTOs track new
discoverability and preventing misuse of their content; ensuring
patents, analyze trends, and find potential partners for licensing
and commercializing technologies. For example, Espacenet that metadata records are uniquely identified; supporting data
provides free access to millions of patents worldwide providers in applying best practices by providing tools for
3. Collaboration and knowledge sharing. OA platforms facilitate metadata validation, content management, enrichment, and OA
collaboration between researchers and developers. This allows compliance; and facilitating machine access to open research.
TTOs to find partners for joint projects and share ideas. CORE's mission is to index all open access research worldwide
Examples of such platforms include ResearchGate and and make it accessible to all. In doing so, CORE: Academia.edu.
4. Training and professional development. OA resources can also • enriches scientific data using modern text and data
be used for the training and professional development of TTOs. mining technologies to make it easier to find;
Online courses and webinars available on platforms such as • enables others to develop new tools and use cases
Coursera and edX help TTOs staff stay up-to-date with new based on the CORE platform;
techniques and technologies. • supports the network of OA repositories and journals
5. Market Research. Using open data and analytics tools helps with innovative technical solutions;
TTOs conduct market research. This allows for a better • promotes the creation of a scalable and cost-effective
understanding of the needs and opportunities for way to provide open scientific information.
commercializing technologies. Examples of such tools include CORE aggregates research papers from data providers around
Google Scholar and Microsoft Academia. the world, including institutional and subject repositories and
There are many integrated platforms and services for facilitating journal publishers. This process, also called data harvesting,
OA resources usage.
enables CORE to offer search, text mining, and analysis
OpenAIRE (the Open Access Infrastructure for Research in
capabilities not only on metadata but also on the full text of
Europe) enables the search, discovery and monitoring of the
publications and datasets from 100,000+ research projects. research articles, making CORE a unique service in the research
OpenAIRE actively supports the Open Science initiative. On the community.
one hand, OpenAIRE is the network of dedicated Open Science BASE is one of the largest search engines in the world,
experts promoting and providing training for Open Science. particularly for academic web resources. BASE provides over
On the other hand, OpenAIRE is a technical infrastructure 300 million documents from over 10,000 content providers. Full
harvesting research output from connected data providers. texts of about 60% of indexed documents are available free of
OpenAIRE aims to establish an open and sustainable scholarly charge [9]. BASE indexes the metadata of all types of
communication infrastructure responsible for the overall academically significant resources (journals, institutional
management, analysis, manipulation, provision, monitoring and
repositories, digital collections, etc.) that provide an OAI
cross-linking of all research outcomes.
interface and use OAI-PMH to provide their content. The index
This combination of knowledge and a pan-European Research
Information platform enables OpenAIRE to provide services for is constantly being expanded by integrating new sources/content
researchers, research support organizations, funders, content providers. Database managers can integrate the BASE index into
providers and TTOs such as: their local infrastructure (e.g., metasearch engines, library
• catalogs).
Integrate scientific information.
• International research collaborations can bring TTOs new
Monitor and report on research outcomes for funders
opportunities for collaborative research, increase the impact of
and partners.
• their research, and boost the commercialization of scientific
Train and support on all subjects related to OA.
• results. For instance, knowing which institutions globally work
Discovery of OA output per project, funder, and data
on similar research can help identify new partnership
provider.
AMiner is a new generation of scientific and technological opportunities. Identifying existing connections among
intelligence analysis and mining platform with completely researchers between those institutions can help drive
independent intellectual property rights. It was established by a development opportunities. These data have come through costly
team led by Professor Tang Jie from the Department of Computer subscriptions to restricted databases. OpenAlex now provides the
Science and Technology of Tsinghua University. data required for international intelligence freely to all users
AMiner's scientific research data includes 331 million papers, across the globe [10]. 135 million scholars, 1.122 billion paper citation relationships
and 8.79 million knowledge entities (this data is in dynamic
change).
CONCLUSION REFERENCES
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arXiv:2205.01833.
Fostering Open Innovation and Technology Transfer:
Insights from the Euro-Mediterranean Innovation Camp
(EMIC)
Prof. Dr. Abdelhamid El-Zoheiry Karen Gladović, FirstName Surname
President Lecturer of Law Department Name
Forum for Euro-Mediterranean Euro-Mediterranean University Institution/University Name
Innovation in Action, France (EMUNI) City State Country
zoheiry@gmail.com Piran, Slovenia email@email.com
karen.gladovic@emuni.si
ABSTRACT / POVZETEK transfer within the Euro-Mediterranean region, using the Euro- Mediterranean Innovation Camp (EMIC) as a case study. The
The global marketplace is rapidly evolving, demanding paper explores how EMIC serves as a successful model for
innovative approaches to technology transfer that can bridge the bridging the gap between academic research and commercial
gap between research and commercial application. The Euro- applications in a region that presents both challenges and
Mediterranean region, with its diverse socio-economic landscape, opportunities due to its socio-economic diversity. Overall, the
presents both challenges and opportunities for such endeavors. paper contributes to the literature on technology transfer by
(EMIC) as a successful model for implementing open innovation programs like EMIC can drive economic growth, address and technology transfer, particularly within the strategic This paper presents the Euro-Mediterranean Innovation Camp providing a detailed exploration of how structured innovation
pressing global challenges, and create marketable solutions,
institutions. The analysis not only draws on the outcomes of the particularly in the complex and diverse Euro-Mediterranean framework of the Jožef Stefan Institute (JSI) and its partner
recent EMIC initiatives but also aligns these practical insights context.
with the theoretical foundations of open innovation as discussed
in the doctoral disposition on technology transfer. The EMIC initiative has attracted applicants from over 17
countries, with a significant portion of the applications coming
KEYWORDS / KLJUČNE BESEDE from Egypt and Jordan. The charts below illustrate the diversity
and distribution of applicants by country of residence across the
Region, EMIC, Jožef Stefan Institute two seasons of the program. Open Innovation, Technology Transfer, Euro-Mediterranean
(1)
1 INTRODUCTION
The global marketplace is rapidly evolving, demanding
innovative approaches to technology transfer that can bridge the
gap between research and commercial application. The Euro-
Mediterranean region, with its diverse socio-economic
landscape, presents both challenges and opportunities for such
endeavors. This paper presents the Euro-Mediterranean
Innovation Camp (EMIC) as a successful model for
implementing open innovation and technology transfer,
particularly within the strategic framework of the Jožef Stefan
Institute (JSI) and its partner institutions. The analysis not only
draws on the outcomes of the recent EMIC initiatives but also
aligns these practical insights with the theoretical foundations
of open innovation, as discussed in the doctoral disposition on
technology transfer. The main purpose of the paper is to
examine the application of open innovation and technology
Permission to make digital or hard copies of part or all of this work for personal or
classroom use is granted without fee provided that copies are not made or distributed Figure 1: Number of applicants by country of residence –
for profit or commercial advantage and that copies bear this notice and the full Season 1 citation on the first page. Copyrights for third-party components of this work must
be honored. For all other uses, contact the owner/author(s).
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
© 2024 Copyright held by the owner/author(s).
The Euro-Mediterranean Innovation
Camp (EMIC): A Model of Open
Innovation
The Euro-Mediterranean Innovation Camp (EMIC) is a flagship
initiative that embodies the principles of open innovation within
the Euro-Mediterranean region. Launched by the Euro-
Mediterranean University (EMUNI) in collaboration with the JSI
and the EuroMed University of Fes (UEMF), EMIC provides a
platform for young innovators to develop and showcase their
ideas in response to pressing global challenges. The camp
focuses on three critical areas: health, renewable energy, and
climate change—fields that are not only relevant to the region
but also globally significant.
The EMIC initiative is structured to promote iterative learning
and development. Participants, who are selected through a
rigorous process, receive mentorship and technical support from
Figure 2: Number of applicants by country of residence – experts in their respective fields. This support is crucial in
Season 2 helping them refine their ideas and develop viable prototypes.
The average age of participants was 24 years, with the youngest
being 18 and the oldest 35, showcasing the youthful energy
Theoretical Foundations: Open driving innovation in the Euro-Mediterranean region.
Innovation and Technology Transfer
Selection Process of EMIC
Open innovation, a concept popularized by Henry Chesbrough,
has significantly reshaped our understanding of how innovation The Euro-Mediterranean Innovation Camp (EMIC) follows a
occurs in the modern business environment. Unlike traditional rigorous and multi-stage selection process to identify and support
closed innovation models where companies rely solely on the most promising young innovators from across the Euro-
internal resources for R&D, open innovation promotes the use of Mediterranean region. Here’s an overview of the selection
both internal and external knowledge sources. This approach process:
accelerates the innovation process and expands the potential
market for new technologies (Chesbrough, 2005a). In the context
1. Application Submission:
of technology transfer, open innovation facilitates the o Eligibility: Applicants must be between 18 commercialization of intellectual property (IP) through various
and 35 years old, reside in one of the Euro-
channels, including licensing, joint ventures, and spin-offs, thus
Mediterranean countries, and possess at least
driving economic growth and enhancing competitiveness
a high school diploma. The innovation they
(Chesbrough, 2003b).
propose must address one of the three
thematic areas: Health, Renewable Energy,
The Euro-Mediterranean region is a fertile ground for applying or Environment (including Climate Change)
open innovation principles. However, the integration of public and must be capable of being converted into
research outputs with industry needs has been a persistent a prototype within three months.
challenge. Slovenia, for instance, excels in scientific output, o Application Process: Interested candidates
ranking high in terms of research publications. Yet, as the submit their applications through an online
OECD’s 2012 report highlights, the country struggles with the form available on the EMUNI website. The
commercialization of research findings, particularly in application requires a detailed description of
converting scientific discoveries into marketable products and the innovative idea or invention,
services. This gap underscores the critical role of initiatives like highlighting its novelty, feasibility, and
EMIC, which aim to bridge the divide between academic potential for commercialization.
research and industrial application through structured innovation 2. Initial Screening:
programs. o A panel of experts reviews all submitted
applications. The review process evaluates
The thematic focus of the EMIC projects aligns well with global the novelty of the idea, its practical
challenges, as evidenced by the distribution of project types: 45% applicability, and the feasibility of
focused on health, 35% on renewable energy, and 20% on implementation within the specified
environmental issues, reflecting the alignment of participant timeframe. interests with critical global needs. o Shortlisting: Based on the initial screening,
a subset of applicants is shortlisted to
advance to the next phase. For instance, in
Season 2, out of 124 applications,
approximately 40 candidates were
shortlisted for the online pitching phase The Euro-Mediterranean Innovation Camp (EMIC) Season 2
(EMUNI). brought together some of the brightest minds across the region to
3. Online Pitching: develop innovative solutions addressing critical challenges. This
o Pitch Preparation: Shortlisted candidates section highlights the top three projects that stood out for their
prepare a pitch presentation, which they creativity, technical expertise, and potential for real-world
deliver via an online platform. During this impact.
phase, they present their ideas to a jury
comprising experts from relevant fields.
o 1. Muhammad Mounir (Egypt) – "SugarHeal"
Jury Evaluation: The jury evaluates the o Project Overview: Muhammad Mounir, a pitches based on several criteria, including
Molecular Biotechnology student from
innovation, feasibility, potential impact, and Galala University, developed "SugarHeal,"
the candidate’s ability to articulate and an innovative wound dressing material
defend their idea. The most innovative and designed to accelerate the healing process of
viable projects are selected to move forward.
chronic and acute wounds. During his time
4. Innovation Bootcamp: at the Jožef Stefan Institute (JSI), o Workshops and Mentorship: The selected Muhammad explored two main fabrication
finalists, known as the "Innovation Squad,"
techniques:
bootcamp held at facilities like the Jožef cellulose-based are invited to participate in a 10-week ▪ Electrospinning: He created a solution with
Stefan Institute in Slovenia or the EuroMed
antibacterial properties for
University of Fes in Morocco. During this
electrospinning, resulting in a
period, they receive technical assistance,
biodegradable wound dressing
mentorship from subject matter experts, and
that promotes faster healing.
support in refining their prototypes. ▪ 3D Bioprinting: Muhammad also
o Elimination Stages: Throughout the
developed a cellulose-based ink
bootcamp, participants go through multiple
enriched with natural antibacterial
elimination stages. These stages are
extracts, which was used in 3D
designed to progressively challenge the
bioprinting to produce
innovators, focusing on proof of concept,
customizable wound patches.
engineering, prototyping/testing, and o Current Stage: Muhammad has
customer validation. The best performers in
successfully developed prototypes of the
each stage advance to the next round
wound dressing through 3D bioprinting,
(EMUNI).
which have shown promising results in terms
5. The Finale:
o of mechanical stability and biological
Final Presentation: The competition
response. His next steps include further
culminates in a live finale event where the
optimization and exploring commercial
remaining candidates present their fully
applications (EMUNI).
developed prototypes. This event is attended 2. Rahma M. Tolba (Egypt) – "Interactive
by a live audience, including mentors,
Augmented Reality for Lisp Correction"
representatives from partner institutions, and o Project Overview: Rahma Tolba, a PhD other stakeholders.
o researcher from Ain Shams University,
Scoring: Final scores are determined by
developed an interactive Augmented Reality
both the jury and audience voting, with each
(AR) application designed to assist in speech
accounting for 50% of the final score. The
therapy for individuals with a lisp. Her
winners are announced based on the
project focuses on improving phonetic
combined results of these evaluations
learning through the use of 3D animated
(EMUNI).
models that demonstrate correct tongue
movements. The app guides users through
This selection process is designed to ensure that the most pronunciation exercises, providing real-time
innovative and feasible ideas are given the support they need to feedback through an AI-based Automatic
develop into successful market-ready products. It also Speech Recognition (ASR) system.
emphasizes the importance of mentorship and iterative o Current Stage: Rahma has developed a
development, helping young innovators turn their ideas into fully functional prototype for Android
impactful solutions. devices, which has been tested on a small
group of individuals. The next steps involve
Case Studies: Innovations from EMIC gathering user feedback from speech
therapists and phoniatricians to refine the
Season 2 design and functionality (EMUNI).
The impact of EMIC is best illustrated through the success stories 3. Med Aziz Mhalla (Tunisia) – "Drowsy Driver
of its participants. The most recent season of EMIC, concluded Detection System" in June 2024, showcased a range of groundbreaking innovations o Project Overview: Med Aziz Mhalla, an
that have the potential to address significant challenges in health electronics engineering student from the
and sustainability. National Engineering School of Sousse,
created the "Drowsy Driver Detection initial stages of development, these institutions can help ensure
System" (DDDS). This system leverages that the innovations produced at EMIC reach their full potential.
machine learning, computer vision, and
embedded hardware to monitor drivers in Opportunities for Enhancing Open
real-time, detecting signs of drowsiness,
distraction, and sleep onset. The system uses Innovation
a Convolutional Neural Network (CNN)
model to classify eye states and detect blinks
and yawns, which are key indicators of Despite these challenges, the EMIC model also presents
drowsiness. significant opportunities for enhancing open innovation in the
o Euro-Mediterranean region. One of the key opportunities lies in Current Stage: Med Aziz has successfully
developed a proof of concept and prototype the potential for cross-border collaboration. By bringing together
that participants from different countries and backgrounds, EMIC has been tested in controlled
environments and on a laptop. He is fosters a rich exchange of ideas and approaches. This diversity is
currently optimizing the system for real-time a strength as it allows for the development of solutions that are
performance using NVIDIA Jetson Nano informed by a wide range of perspectives and experiences.
and preparing for on-road testing (Med Aziz
- Drowsy Driver…). The full cycle of open innovation and technology transfer has yet
to be fully achieved, as both processes require more than just
These projects not only exemplify the innovative spirit fostered innovative ideas and technological breakthroughs. For these
by EMIC but also demonstrate the potential for significant cycles to reach their full potential, business entities must engage
contributions to healthcare, road safety, and speech therapy. early and consistently, starting from the initial stages of research
Each of these top three finalists utilized the mentorship and and development. Their investment and involvement are crucial
resources provided during the EMIC bootcamp to bring their in ensuring that ideas and technologies not only progress beyond
ideas closer to real-world application. the conceptual phase but also successfully transition from labs to
the market. Without the proactive participation of businesses, the
promise of open innovation and effective technology transfer
The diversity of innovations emerging from EMIC highlights the
program’s success in fostering creativity across different fields. may remain unfulfilled, with many promising projects never
realizing their full impact.
These projects are not just theoretical exercises; they represent
tangible solutions that can have a real-world impact, addressing
some of the most pressing challenges in the Euro-Mediterranean The collaborative model of EMIC, supported by the JSI’s
region and beyond. extensive research infrastructure, offers valuable insights into
how open innovation can be effectively implemented in a
complex and diverse region. The partnerships between academic
Challenges in Implementing Open institutions, industry players, and government bodies are crucial
Innovation in providing the necessary resources for young innovators to
translate their ideas into impactful technologies. These
partnerships also help to ensure that the innovations produced at
Despite its successes, the implementation of open innovation EMIC are aligned with market needs, increasing their chances of
within the EMIC framework has not been without challenges. success.
One of the primary challenges is the alignment of the diverse
objectives of the program’s international partners. The Euro- Another opportunity for enhancing open innovation in the Euro-
Mediterranean region encompasses a wide range of economic,
Mediterranean region is through the development of stronger
social, and political contexts, each with its unique set of networks and ecosystems. By fostering closer ties between
challenges. Coordinating efforts across such a diverse region research institutions, industry, and government, it is possible to
requires careful planning and robust frameworks for create a more supportive environment for innovation. This
collaboration.
includes not only providing funding and resources but also
creating opportunities for mentorship, networking, and
Intellectual property (IP) management is another critical collaboration. Such ecosystems can help to sustain the
challenge in open innovation environments. While open momentum generated by initiatives like EMIC, ensuring that the
innovation encourages the sharing of ideas and resources, it also innovations produced continue to evolve and have a lasting
raises questions about how IP is managed and protected. In the impact.
context of EMIC, ensuring that participants retain control over
their innovations while still benefiting from the collaborative Conclusion environment is crucial. This requires clear guidelines and
agreements on IP management, which can be complex to
negotiate across different legal and regulatory frameworks. The Euro-Mediterranean Innovation Camp (EMIC) serves as a
compelling example of how open innovation can be successfully
Another challenge is the scalability of the solutions developed implemented within a structured technology transfer framework.
through EMIC. While the innovations produced during the camp By leveraging the strengths of regional partnerships and focusing
are often groundbreaking, bringing these solutions to market on on critical areas such as renewable energy, health, and climate
a larger scale requires resources that may not be immediately change, EMIC has successfully fostered a culture of innovation
available to the participants. This is where the support of across the Euro-Mediterranean region. The initiative has not only
institutions like JSI and the involvement of industry partners provided a platform for young innovators to develop their ideas
become critical. By providing continued support beyond the but has also facilitated the transfer of these ideas from research
to market, demonstrating the potential of open innovation to initiatives like EMIC can help to unlock the full potential of the
drive economic growth and address global challenges. region’s young innovators, driving economic growth and
addressing some of the most pressing challenges of our time. As
we look to the future, it is clear that open innovation will continue
Moving forward, it will be crucial to address the challenges of IP
management and resource allocation to sustain the momentum to play a critical role in shaping the global innovation landscape,
and initiatives like EMIC will be at the forefront of this exciting
generated by these initiatives. The ongoing collaboration
between academic institutions like JSI, industry partners, and journey.
government bodies will be key to enhancing the commercial
viability of the innovations emerging from EMIC. As Slovenia REFERENCES and the broader Euro-Mediterranean region continue to refine [1] Chesbrough, H. W. (2003a). Open Innovation: The New Imperative for their approaches to technology transfer, the lessons learned from Creating and Profiting from Technology. Harvard Business School Press.
EMIC will serve as a valuable guide for future innovation [2] Chesbrough, H. W. (2003b). The era of open innovation. MIT Sloan
policies and practices. Management Review, 44(3), 35-41.
[3] Chesbrough, H. W. (2005a). Open Business Models: How to Thrive in the
New Innovation Landscape. Harvard Business School Press.
The success of EMIC highlights the importance of fostering [4] EMIC Status Report 2022-23.
[5] EMIC Status Report 2023-24.
innovation among young people across the Mediterranean [6] OECD (2012). Science, Technology and Industry Outlook. OECD
region. By providing the necessary support and resources, Publishing.
Research Organisation-Industry Cooperation and State
Aid Rules in Slovenia and Europe
Tomaž Lutman Urška Florjančič Urška Fric
Office for Substantive Project Office for Substantive Project Knowledge and Technology
Support, Technology Transfer and Support, Technology Transfer and Transfer Office
Innovation Innovation Faculty of Information Studies in
Jožef Stefan Institute Jožef Stefan Institute Novo mesto
Ljubljana, Slovenia Ljubljana, Slovenia Novo mesto, Slovenia
tomaz.lutman@ijs.si urska.florjancic@ijs.si urska.fric@fis.unm.si
ABSTRACT good practices have been collected from different types of
groups, i.e. researchers, industry, technology transfer managers,
This study provides an international comparative view on state contract research managers and accounting officers. We have
aid regulation in infrastructure use and intellectual property focused on Slovenian research organisations, in addition to
rights transfer in cooperative research and development projects which we included two European research organisations in order
within the European Research and Innovation Ecosystem. to make international comparison. In spring 2024 we concluded
Technology transfer officers or similar profiles at research 8 in-person or online semi-structured interviews with R&D
organisations were interviewed. Additionally, a desk research managers from 7 research organisations. was performed. Annual reports were studied in order to identify
the differentiation of economic and non-economic activity as
well as good practices. Desk research included also rulebooks 2 DESK RESEARCH RESULTS and related Slovenian & EU legislature in the field of contract
and collaborative research. 2.1 Share of economic activity, rulebooks and
KEYWORDS Our study comprised 13 Slovenian, 1 Czech and 1 Italian public pricelists
research organisation – industry cooperation, research services, research organisation (Table 1). As foreseen in articles 16 (ff)
intellectual property rights transfer, state aid rules, Slovenian and 19 of EC Communication (2022/C 414/01), the research
and European research organisations, research and innovation organisation has to account for the costs and the revenues of the
ecosystem
economic activities separately. Different practices on how to do
INTRODUCTION this exist among European research organisations. It was
The European Commission has set specific rules in the field of observed that most research organisations generate up to 20% of
research, development, and innovation (R&D&I) to prevent their revenues from economic activities. This correlates well
market distortion. These rules are described in the European with the maximum 20% capacity limit as foreseen in 2022/C
Framework for State aid for R&D&I (2022/C 414/01 [1]) and 414/01 (it should however be noted that % of income may differ
relate to the Article 107 (1) Treaty on the Functioning of the from % of capacity, which is the actual threshold value).
European Union. Some organisations in the study have around 50% of their
We believe that knowledge and implementation of state aid rules activities classified as economic in nature. They most likely
regarding research services (economic activity), collaboration surpass 20% of economic activities’ capacity limit. For this
projects (non-economic activity) and intellectual property rights reason, they as whole cannot be considered as research
(IPR) are insufficient and could be improved, which was organisations according to 2022/C 414/01. Only departments,
identified also by other authors [2], [3]. laboratories or similar subunits of such organisations which do
not surpass 20% of economic activities’ capacity limit can be
considered ‘research organisations’.
1 METHODOLOGY In Slovenia, the new Law on Scientific Research and Innovation
In order to understand how state aid rules in academia-industry Activities (ZZrID) entered into force on 1 January 2022 [15]. In
cooperation work in practice, we have performed a detailed the same period, a Rulebook on procedures for implementing the
analysis with an international comparative view. Experience and budget of the Republic of Slovenia was updated. Article 119(b)
requires each public research organisation to have an internal
rulebook and pricelist regarding sale of products and services,
Permission to make digital or hard copies of part or all of this work for personal or
classroom use is granted without fee provided that copies are not made or distributed i.e. economic activity [16]. Up to date, several Slovenian
for profit or commercial advantage and that copies bear this notice and the full research organisations have prepared their rulebooks and
citation on the first page. Copyrights for third-party components of this work must pricelists, while many have not yet (at least they are not publicly
be honored. For all other uses, contact the owner/author(s).
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia available).
© 2024 Copyright held by the owner/author(s).
The sizes of analysed organisations vary a lot, i.e. from 58 to
9560 employees. This strongly affects the organisational
structure and extent of experience in a specific organisation.
Table 1: Selected Slovenian and European research organisations and their info on economic activities.
Organisation Country Share of Rulebook for sale of Pricelist of products Number of Source
economic activity products and services and services employees in
in 2023 2023
Slovenian National Building and Civil
SI 53.6% 16.08.2022 11.01.2022 254 [4], [5]
Engineering Institute
University of Ljubljana, Faculty of unpublished / under unpublished / under
SI 48.2% 829 [4]
Medicine preparation preparation
unpublished / under
Agricultural Institute of Slovenia SI 23.7% 28.11.2023 258 [4], [6]
preparation
Geological Survey of Slovenia SI 15.0% 11.08.2022 23.02.2023 124 [4], [7]
unpublished / under unpublished / under
Institute of Metals and Technology SI 14.9% 58 [4]
preparation preparation
University of Ljubljana, Faculty of unpublished / under unpublished / under
SI 12.0% 362 [4]
Electrical Engineering preparation preparation
Jožef Stefan Institute unpublished, to be
SI 10.2% under preparation 1206 [4]
updated
University of Ljubljana, Faculty of unpublished / under unpublished / under
SI 10.0% 433 [4]
Mechanical Engineering preparation preparation
National Institute of Biology SI 8.7% 3.11.2023 9.02.2023 194 [4], [8]
different guidelines, not identified,
Czech Academy of Sciences CZ 7.4% 9560 [9], [10]
decentralised decentralised
University of Ljubljana, Faculty of unpublished / under
SI 6.2% unpublished 199 [4]
Pharmacy preparation
National Institute of Chemistry SI 5.0% 24.08.2022 24.08.2022 437 [4], [11]
unpublished / under 6.11.2023 (UM-FVV),
University of Maribor SI 4.5% 2121 [4], [12]
preparation decentralised
not identified, 8457 (year
Consiglio Nazionale delle Ricerche IT 0.47% not identified [13], [14]
decentralised 2022)
Faculty of Information Studies in Novo
SI 0.03% under preparation under preparation 82 [4]
mesto
2.2 outside Slovenian Research and Innovation Agency – ARIS; or Good and bad examples of transparent
bookkeeping and economic activity everything related to for-profit organisations).
management
Several Slovenian institutes, such as National Institute of
The transparency of studied research organisations is good. Biology, Institute of Metals and Technology, Slovenian National
Yearly reports support this observation. However, due to Building and Civil Engineering Institute, National Institute of
differentiation in the reports’ structure, the comparison is Chemistry, and Agricultural Institute of Slovenia present their
sometimes difficult. An additional challenge is the lack of contract and collaborative research activities well. Some
standardisation in terminology. unclarity persists, which is also highlighted below in the
translated sections of the annual reports. We assume that this is
One of the important messages of EC Communication 2022/C caused due to the use of vague terminology, as explained above,
414/01 is the requirement to differentiate economic (such as and the lack of differentiation between economic and non-
research service) and non-economic activities (such as economic activities. collaborative research and knowledge transfer activities). It
should be noted that in the Slovenian legislature and The Consiglio Nazionale delle Ricerche defines its income and
consequently other documents, terminology ‘market activity’ is outcome well, but unlike other annual reports, its annual report
used, which is not well defined. Sometimes it is used as is not supplemented with qualitative description. The annual
‘economic activity’ and sometimes as activity on the ‘market’, report of the Czech Academy of Sciences (CAS) is very
with again different interpretations (‘market’ as everything informative. Subunits (i.e, institutes of CAS) have their own
annual reports, which present their technology transfer activities as a market activity in the annual report 2023. However, it is not
well, while contract and collaborative research are inadequately clear from the annual report that this is a non-economic activity.
described. Additionally, the financial part contains non-machine
readable text, which cannot be easily translated. In Table 2, we can see a very good delimitation between contract
research (‘laboratory services’) and collaborative research
Examples (‘research projects with industry’). However, these two
At the Jožef Stefan Institute, Horizon 2020 and Horizon Europe categories are later wrongly joined into one category, ‘income
projects were classified as market projects, which were changed from goods and services on the market’ (Table 3). We believe
in 2022. From the total number of market activities' income, it
this is not an isolated case among research organisations.
was thus unclear which activities were economic and which non-
economic. Table 2. Income from market activity of the Institute of
Metals and Technology (IMT). Annual report of IMT for
At the National Institute of Chemistry, royalties and other 2023, p. 99 [1].
revenues from patents are classified as a group of market
revenues instead of a group of non-economic activities. In the
case that market revenues are considered economic activities,
this classification is false.
At the National Institute of Biology as well as some other
Slovenian research organisations, collaboration projects with
industry such as ARIS applied projects (TRL1-4) are classified
Table 3. Statement of income and expenses of the Institute of Metals and Technology (IMT). Annual report of IMT for 2023, p.
80 [1].
allowed to be performed, and accountants that believe there
should be no margin included in prices of public research
3 QUALITATIVE ANALYSIS organisations’ services.
Awareness and knowledge about state aid legislation varied 3.1 Contract research
among the interviewees. Most of them are well acquainted with Different approaches to establish a pricelist of services and goods
EC Communication 2022/C 414/01, especially those whose main exist. They can be structured using either a cost based approach
profession is technology transfer or accounting. In accounting, or market based approach. In a market based approach,
managers get familiar with state aid rules when there are organisations observe the prices of other service providers, while
investments in bigger infrastructure and financer monitors the in a cost based approach, the costs are summed up and a margin
economic/non-economic activities of the unit using the is added.
infrastructure.
In a cost based approach, direct costs are sometimes joined in
During the semi-structured interviews, the organisational cost blocks composed of work costs, depreciation of the cost of
structure of academia – industry cooperation management was the infrastructure, costs for maintenance and running of the
discussed. Intellectual property management (patenting, infrastructure (electricity, water, heating, ventilation ...) and
licensing etc.) is often centralized, even at large research materials. Such cost blocks are then multiplied based on the
organisations such as Consiglio Nazionale delle Ricerche, number of samples or complexity of the task. Some organisations
University of Ljubljana and University of Maribor. On the add direct costs in % of work, while others in % of all direct costs.
contrary, contract research is decentralised and managed in Both options can be found in public funded calls.
smaller units. Comprehensive and standardised management,
established rulebooks and pricelists often lack at the institutions Prices are often established and then regulated by the inflation
that have a very low percentage of contract research. The rate or other changes in cost structure. Sometimes this does not
management is often left to departments which leads to different take place, especially when the activities are less important for
approaches in price setting etc. Interestingly, there are still some the department or institute.
researchers that are surprised to hear that economic activity is
3.2 Intellectual property in collaboration from the Slovenian Ministry of Higher Education, Science and
projects and start-up companies Innovation, which will consider this recommendation.
Management of intellectual property rights (IPR) in ACKNOWLEDGMENTS collaboration projects was discussed with technology transfer
managers. In most cases it is advised to discuss and agree to IPR This project has received funding from the European Union’s
Horizon 2020 research and innovation programme under grant
in advance. Sometimes even the IPR’ price is evaluated in
agreement No. 101004462, project ATTRACT, ExSACT. We
advance. Internal policy of one interviewed research organisation
would also like to thank all interviewees for taking time to share
regarding the 2022/C 414/01 article 29(c) is that a company can
be co-owner of invention or other IPR only when they provide their valuable experiences.
intellectual contribution, not financial or other in-kind REFERENCES contribution such as equipment usage. Another research institute
has interpreted this article in a way that a financial contribution [1] Communication from the Commission. (2022). Framework for State aid
for research and development and innovation (2022/C 414/01).
of the company to the project, for example 25% in cash, can https://eur-lex.europa.eu/legal-
result in an automated 25% co-ownership of IPR, generated in content/EN/TXT/?uri=CELEX%3A52022XC1028%2803%29.
the project. It is important to note that this institute has a policy 15th [2] Belusky M. (2022). Subsidizing Knowledge Transfer with Public Funds. International Technology Transfer Conference.
that in case of IPR exploitation, the co-owner has to (financially) http://library.ijs.si/Stacks/Proceedings/InformationSociety/2022/IS2022_
compensate the other co-owner(s). Volume-E%20-%20ITTC.pdf.
[3] Schwendinger, G. (2013). State Aid and Intellectual Property in Contract
Research and R&D&I Collaboration. European State Aid Law Quarterly.
The most common procedure to conclude a licence or sale Vol. 12, no. 4, p. 685–698. https://doi.org/10.21552/ESTAL/2013/4/385.
[4] Agency of the Republic of Slovenia for Public Legal Records and Related
agreement is thus to use arm’s length negotiations – article 30(c). Services. Slovenian Business Register (2024). https://www.ajpes.si/prs/.
The licence agreement commonly involves lump sum and [5] Zavod za gradbeništvo Slovenije. (2022). Pravilnik ZAG o prodaji blaga
royalties. One research organisation mentioned that they in storitev na trgu. Cenik storitev ZAG, november 2023.
https://www.zag.si/o-nas/katalog-informacij-javnega-znacaja/.
negotiate with their spin-out companies in the same manner as [6] Kmetijski inštitut Slovenije. (2024) Cenik storitev KIS.
with other companies, which is fair. However, the specific https://www.kis.si/Storitve/.
[7] Geološki zavod Slovenije. (2023). Pravilnik GeoZS o prodaji blaga in
characteristics of start-up companies should be taken into storitev na trgu. Cenik GeoZS za opravljanje prodaje blaga in storitev na
consideration. trgu. https://www.geo-zs.si/?option=com_content&view=article&id=286.
[8] Nacionalni inštitut za biologijo. Storitve in produkti. (2023). Ceniki NIB.
Pravilnik o prodaji blaga in storitev na trgu.
With the implementation of the new Law on Scientific Research https://www.nib.si/images/Prodaja-blaga-storitev_2023.pdf.
and Innovation Activities, research organisations in Slovenia are [9] Czech Ministry of Education and Culture. (2024). Research
Organisations. https://www.msmt.cz/vyzkum-a-vyvoj-2/vyzkumne-
now permitted to establish spin-off companies, which they enter organizace.
into ownership with equity. To our knowledge, no such [10] Czech Academy of Sciences. (2023). Annual Report.
https://www.avcr.cz/cs/o-nas/vyrocni-zprava/.
companies have yet been established in Slovenia. In the last 2 [11] Kemijski inštitut. (2022). Cenik in pravilnik o tržni dejavnosti.
years, CAS has established 5 such companies encountering many https://www.ki.si/za-gospodarstvo/cenik-in-pravilnik-o-trzni-dejavnosti/.
difficulties throughout the process. One of the main concerns is [12] Univerza v Mariboru. Fakulteta za varnostne vede. (2024). Dokumentno
središče. Cenik FVV UM za prodajo blaga in storitev na trgu.
the accuracy and changeability of IPR price. https://www.fvv.um.si/vstopna-stran/o-fakulteti/dokumentno-sredisce/.
[13] Consiglio Nazionale delle Ricerche. (2024) Documenti di bilancio.
https://www.cnr.it/it/documenti-bilancio.
[14] Consiglio Nazionale delle Ricerche. https://www.cnr.it/.
4 CONCLUSIONS [15] Pravno-informacijski system Republike Slovenije. (2022) Slovenian Law
on Scientific Research and Innovation Activities.
Differentiation between contract research and collaborative https://pisrs.si/pregledPredpisa?id=ZAKO7733.
research in Slovenian research organisations is not well known [16] Pravno-informacijski system Republike Slovenije. (2023). Rulebook on
and could be improved. There are many projects between https://pisrs.si/pregledPredpisa?id=PRAV7654 procedures for implementing the budget of the Republic of Slovenia.
.
research organisations and companies that fall somewhere [17] Kaiser, M. Neu, F. Teernstra. (2021) State Aid on R&D&I – The Right
between contract research and collaborative research. For Way. EARTO Report. https://www.earto.eu/wp-content/uploads/EARTO-
Report-on-State-Aid-on-RDI-The-Right-Way-Final.pdf.
example, different methodologies in literature were tested ([17], [18] Kebapci, H., Von Wendland, B. & Kaymaktchiyski, S. (2020). State Aid
[18]), which produced two different results for the same project. Rules in Research, Development & Innovation. Addressing Knowledge
and Awareness Gaps among Research and Knowledge Dissemination
Nevertheless, due to the obligation to account for the economic Organisations. Decision Tree, Kaiser, L. (Ed.), Neu, M. (Ed.), Teernstra,
activities separately, each such project should be labelled as F. (Ed.), Nicolaides, P. (Ed.), EUR 30436 EN, Publications Office of the
either (i) a contract research or (ii) a collaborative research. European Union, Luxembourg. https://op.europa.eu/en/publication-
detail/-/publication/10740aa6-223a-11eb-b57e-01aa75ed71a1/
According to our discussion, this happens only rarely. As
discussed above, the activities in Slovenia are divided into public
service and market activities which makes it more complicated
to introduce another set of classification. Label ‘economic
activity’ or ‘non-economic activity’ should be assigned during
the process of bookkeeping, i.e. when the invoice is issued or
contract concluded. A more significant, but important change of
replacing wording ‘public service/market activity’ with
‘economic/non-economic activity’ in Slovenian legislation
should be made. We communicated this with representatives
Feasibility Analysis for the New Mechanism of Knowledge
Transfer within the INDUSAC Project
Duško Odić Urška Mrgole Marjeta Trobec
Office for Project Informatics, Office for Project Informatics, Office for Project Informatics,
Organization of Thematic Events Organization of Thematic Events Organization of Thematic Events
and Conferences (SPIK) and Conferences (SPIK) and Conferences (SPIK)
Jožef Stefan Institute Jožef Stefan Institute Jožef Stefan Institute
Ljubljana, Slovenia Ljubljana, Slovenia Ljubljana, Slovenia
dusko.odic@ijs.si urska.mrgole@ijs.si marjeta.trobec@ijs.si
ABSTRACT
1 INTRODUCTION
In September 2022, the Horizon Europe INDUSAC project
introduced a novel mechanism for knowledge transfer, extending
the usual company-researcher partnerships to include students as In September 2022, the Horizon Europe INDUSAC project
well. Between March and May 2024, thirteen co-creation (www.indusac.eu; EU project number 101070297) introduced a
projects involving international teams of students and novel mechanism for knowledge transfer, extending the usual
researchers solving companies’ challenges, were carried out. company-researcher partnerships to include students as well. It
This study describes results of surveys given to companies, comprises a methodology that would allow for a streamlined
and the level of usefulness of solutions made possible by the an online platform to support that methodology [1]. In November collaboration. We analyzed data collected from 10 companies, students and researchers about their experience in the projects, facilitation of collaboration between industry and academia, and
2023, the INDUSAC project, coordinated by the Jožef Stefan
satisfaction of companies with technical aspects of the Institute, commenced its piloting phase wherein universities, 57 students and 4 researchers. Measured on the Likert scale,
methodology ranged from average to good (average values public research organisations, and companies were invited by the
between 3.1 and 4.2), whereas their satisfaction with the solution international project consortium to join the project. The idea
to their challenge, and with the work done by the team, had a behind the methodology is to bring together a company and an
narrower range between 3.2 and 3.8. Financial support to student international team of 3-6 students and/or researchers to solve a
members of co-creation teams, in the amount of up to 1,000 EUR company challenge within 4-8 weeks, with the company
gross per student, was perceived as sufficient by 67% of students. providing assistance during regular meetings with the team. The
relatively well accepted among companies, with room for deliverables specific for the type of challenge, and the improvement in certain aspects such as the user-friendliness of deliverables are evaluated by companies. Being the main target Initial results indicate that the INDUSAC mechanism is team delivers results in the form of pre-defined types of
around 30 % of co-creation projects have demonstrated true audience, during the project, special attention was given to the platform and the time allowed to solve a challenge. Overall,
value to the company involved, and there is potential in the students / researchers from EU widening countries, and
further 50 %. Selected testimonials from companies, geographical and gender balance was ensured by the criteria that
complimenting the work of students and expressing their own team members must be from at least three different countries, and
belief that the students are richer for the experience as well, must include representatives of at least two gender groups;
demonstrate that the INDUSAC mechanism shows promise in student members of the co-creation teams were financially
knowledge transfer. rewarded for successfully completing the project. First such
KEYWORDS 2024. This study describes results of surveys given to companies, collaborations started in March 2024 and wrapped up in May
INDUSAC project, international cooperation, student-industry students and researchers about their experience in the project,
cooperation, knowledge transfer and the level of usefulness of solutions made possible by the
collaboration. Implications for the feasibility of this concept of
knowledge transfer are discussed.
2 METHODS
Permission to make digital or hard copies of part or all of this work for personal or
classroom use is granted without fee provided that copies are not made or distributed
for profit or commercial advantage and that copies bear this notice and the full As per the methodology of the project, students and researchers
citation on the first page. Copyrights for third-party components of this work must were surveyed before they started working on the solution to the
be honored. For all other uses, contact the owner/author(s).
Information Society 2023, 9–13 October 2023, Ljubljana, Slovenia company's challenge, and after they finished. Topics in the
© 2020 Copyright held by the owner/author(s). survey, relevant to the scope of this study, included the students'
feedback on how the collaboration affects social impact, and how
appropriate the funding is. In addition, companies were surveyed
after the project, mainly about the quality of work performed by
the students / researchers, and the impact that their work has. All
surveyed individuals were asked to provide short testimonials
about their impressions and satisfaction. Students / researchers
were asked to fill in separate surveys for separate co-creation
projects (maximum three) and companies were likewise asked to
fill in separate surveys for each team they worked with. Further
details are indicated in the Results section. In this study, we
analyzed data collected from 10 companies, 57 students and 4
researchers.
3 RESULTS
Figure 2: Satisfaction of companies with work of the co-
In the first round of the INDUSAC co-creation projects, creation team and the solution delivered. Average values ±
taking place between March and May 2024, thirteen co-creation sd are shown (n = 10). Of the categories surveyed, Satisfaction,
projects took place that resulted in proposed solutions, two of Quality of Work, and Soundness refer to the work done by the
which were rejected and eleven approved by companies. co-creation team, whereas Relevance, Market Potential,
Companies' overall satisfaction with the INDUSAC process after Improvement over existing solutions, Creativity, and
the projects, expressed as various aspects of the methodology, is Innovativeness refer to the solution delivered. Satisfaction was
shown in Figure 1. Satisfaction was evaluated on a Likert scale measured on a Likert scale: 1 – very poor, 2- poor, 3 – average,
from 1 to 5. On average, the processes of registering on the 4 – good, 5- very good.
platform, publishing Challenges, and reviewing Motivation
Letters (ie., students' applications) ranked highest at 4.0, 4.0, and
4.2, respectively, while the user-friendliness of the INDUSAC In terms of delivery of results, the companies have reported
platform and the time allowed to solve a challenge ranked lowest, that all requested deliverables had been delivered by the co-
each at 3.1. creation teams in all cases except one (representing one of the
Companies' overall satisfaction with the solution to their projects where the solution was rejected). In terms of follow-up
challenge, and with the work done by the team, expressed as on the solution within the company, indicating its usefulness, two
various attributes, is shown in Figure 2. Satisfaction was companies have already started, a third company has confirmed
evaluated on a Likert scale from 1 to 5. On average, relevance of that they will follow up on the solution, while 5 have not yet
the solution, quality of work of the team, and satisfaction with decided and in two cases it will probably not happen.
the work of the team ranked highest at 3.8 each, while the market Since the INDUSAC project put a fair amount of emphasis on
potential of the solution ranked lowest, at 3.2. social aspects such as geographically and gender-balanced
collaboration, the survey for students and researchers included
questions on agreement with (i) incorporation by the co-creation
process of customer research and insights to understand the end-
users' needs and preferences, (ii) solutions that specifically
addressed gender-related issues or considerations, and (iii)
successful prioritisation of the human aspect (Inclusivity, Gender
dimension, Interdisciplinarity, User Perspective, Collaboration,
Iterative Feedback, Ethical Considerations) and creation of a
meaningful and inclusive environment. Results are shown in
Figure 3. Agreement was evaluated on a Likert scale from 1 to 5.
On average, all three categories ranked fairly high, between 4.0
and 4.5.
Lastly, questions about the adequateness of financial support
to students, were also included in the survey. As per the
INDUSAC methodology, each student received up to 1.000 EUR
gross for a successfully finished project, and this amount was
reduced as the number of students per team increased, as each
team received up to 3.000 EUR gross. Results, demonstrated as
Figure 1: Satisfaction of companies with technical aspects of distribution of opinions among different geographical groups
the methodology. Average values ± sd are shown (n = 8 for (ie., EU member states, widening countries, and EU associated
assistance to the team, n = 9 for support material, submission of countries), are given in Figure 4, and indicate that overall,
deliverables and punctuality of submission, and n = 10 for the between 58% and 70% of students agree that funding was
other nine categories). Satisfaction was measured on a Likert sufficient.
scale: 1 – very poor, 2- poor, 3 – average, 4 – good, 5- very
good.
and taking two out of thirteen solutions rejected into account,
companies have expressed a fair level of general satisfaction with
the solutions and the work done by the teams (Figure 2). It is
likely that this was aided by the methodology sections which
defined interim reviews and evaluation steps (eg., reviews of
challenges before publishing, reviews of Motivation Letters
before starting, etc.), and regular communication between
companies and co-creation teams during the project. In all except
Figure 3: Agreement of students / researchers with in one case, all deliverables were satisfactorily produced by the
incorporation of customer-oriented and human-focused teams, indicating that the supporting documents that comprised
elements in the projects. Average values ± sd are shown (n = the deliverables, and which were developed within the
61). Agreement was measured on a Likert scale: 1 – very poor, INDUSAC consortium, served as useful guidelines for particular
2- poor, 3 – average, 4 – good, 5- very good. type of challenge.
Having the project open to a wide range of challenge types
also proved beneficial as among the 13 projects for which
solutions were provided, seven out of nine possible challenge
types were represented, and distribution among different
challenge types was fairly even, with 'Marketing campaigns' and
'Service and product ideas' being most preferred.
An additional advantage was presented by the fact that the
efforts to facilitate knowledge transfer between industry and
academia are financially supported within the INDUSAC
scheme. This type of support is particularly welcome, as the lack
of funding is a frequent barrier for student-industry collaboration
[5,6]. Around two thirds of surveyed students found funding to
be adequate, and the largest percentage of this opinion was found
among students from widening countries (Figure 4) indicating
that the funding scheme shows promise for the major target
Figure 4: Perception of adequacy of funding within the group of the project.
scheme in the INUDSAC project, as surveyed among There is, however, room for improvement – not least based
students and researchers from different countries of on comments given by the companies themselves. Geographical
residency. Within EU member states, there were no opinions balance, for example, may in some cases be an obstacle, as, in
towards [moderate]. Total number of individuals responding one company's opinion, having a team with members from
was 5 in EU Member States, 37 in widening countries, and 12 different countries can make it difficult to work on projects that
in associated countries. require physical experience with a product. It is likewise
important to be able to streamline the process, which needs to be
backed by a reliably functioning platform, as well as to unify the
4 DISCUSSION working space, as it was, in one company's opinion, difficult to
keep track which information they received from which
The INDUSAC approach set out to bring several advantages platform. Lastly, as mentioned, companies have expressed
to the existing landscape of knowledge transfer practices, such as interest in a more flexible data management, as the project's
inclusiveness represented by gender balance, international timeline may prove too rigid. In terms of funding, one student
cooperation by mandatory geographical diversity, enhanced pointed out that it would have been preferable to receive funding
support to widening countries by mandatory representation in the during the project rather than after, to allow for traveling to
teams, and expansion to include students via mandatory companies and collecting data. The problem of limited mobility
participation of at least one student per team solving companies' was also perceived by companies, two of which stated that the
challenges; some of these have already shown to be biggest challenge in projects related to physical products was that
advantageous for companies [2-4]. Our results point to initial the participants cannot get to know and test the products live, and
indications that the INDUSAC mechanism, comprising the that creativity may be limited due to the lack of face-to-face
methodology and the platform, is relatively well accepted among interaction with products and colleagues.
companies (Figure 1), with room for improvement in certain
aspects such as the user-friendliness of the platform and the time
allowed to solve a challenge. The latter points to a general 5 FUTURE PERSPECTIVES
enthusiasm among companies to engage in finding solutions for
more serious challenges as well, which is encouraging – in two The INDUSAC project set out to show that companies
cases, work is already under way to continue with the projects, benefit from a particular type of knowledge transfer in the form
and overall, around 30 % of co-creation projects have of creative young minds, that this knowledge transfer brings
demonstrated true value to the company involved, and there is satisfactory results and useful solutions, and that the gender and
potential in the further 50 %. So even with the constraints given, geographical balance, as well as the inclusion of social elements
(Figure 3) have a positive effect on the overall process ACKNOWLEDGEMENTS (satisfaction by teams, satisfaction by companies). While we did
not perform any control studies (for example, with single-gender
Work described in this manuscript has received funding from
teams) to truly test the effect of gender balance, there was a slight
the European Union’s Horizon Europe Programme under grant
positive effect of (i) number of team members and (ii) ratio of
agreement No 101070297.
female-vs-male team members, on company's satisfaction with
results and quality of work (unpublished data). Other results and REFERENCES selected testimonials from companies, complimenting the work
of students and expressing their own belief that the students are [1] Odić D, U Mrgole, M Trobec. 2023. New initiatives for knowledge
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Interreg Europe Policy Learning Platform
Approaches to Monitoring and Impact Assessment in
Research Infrastructures
Jure Plaskan Barbara N. Brečko
Faculty of Social Sciences Faculty of Social Sciences
University of Ljubljana University of Ljubljana
Ljubljana, Slovenia Ljubljana, Slovenia
jure.plaskan@fdv.uni-lj.si barbara.brecko@fdv.uni-lj.si
ABSTRACT In recent decades the significance of research infrastructures has
become increasingly evident across all fields.
Impact assessment is a critical process in understanding the
broader effects of research infrastructures (RI) on various sectors Although RIs are primarily designed to meet research needs,
such as science, society, the economy, and policy-making. It their influence extends well beyond promoting scientific
helps RI identify their strengths, weaknesses, and areas for excellence. The advanced technological capabilities and
concentration of skilled expertise they provide can stimulate
improvement. The paper addresses the challenges of monitoring
innovation, create or expand markets, attract foreign investment,
and evaluating the impact of RI, focusing on the distinction
boost economic activity, and potentially enrich the social and
between performance monitoring and impact assessment. It cultural life of a region. [2]
emphasizes the importance of demonstrating the broader
societal, economic, and scientific impacts of RIs to inform public RIs necessitate relatively large and long-term financial
policy and secure funding. In the article we address different investments, making it crucial for investors, policymakers, and
other stakeholders to ensure that these infrastructures operate
methodological approaches to impact assessment and self-
successfully and effectively, contributing to scientific
evaluation of RIs as well as the possible challenges in these
advancement and addressing societal and economic challenges.
processes. The paper advances the integration of multiple
evaluation approaches to provide a robust and detailed Although reflections and publications on defining and measuring
assessment of the contributions RIs make to society, the impact have increased in recent years, there is still no unified
economy, and scientific development. framework or consensus on how to assess the impact of RIs.
Therefore, it is crucial to explore the potential for developing
such a framework and investigating its practical application.
KEYWORDS
Impact assessment, monitoring, research infrastructures 2 PERFORMANCE MONITORING AND
IMPACT ASSESSMENT
1 INTRODUCTION
Research Infrastructures (RIs) are essential facilities that offer To this end, various solutions have been developed to enable
resources and services to research communities, enabling them stakeholders to monitor performance and evaluate the impact of
to conduct research and drive innovation. Beyond their primary RIs. However, there is a distinction between these two activities,
role in research, these infrastructures can also support education, which this paper aims to clarify. The concepts of performance
public services, and other non-research activities. They may take monitoring and impact assessment represent two distinct yet
various forms, including single site, distributed, or virtual setups. related processes for evaluating the activities of institutions.
Although both processes involve data collection and analysis of
RIs encompass human resources, major equipment, and/or sets
RI performance outcomes, their focus, scope, and objectives
of instruments, as well as resources containing knowledge, such
differ.
as collections, archives, and databases. They are used by
scientists from various disciplines – e.g. astronomy, biology,
Performance monitoring, often simply referred to as
chemistry, physics, human and social sciences, etc. RIs can “monitoring”, involves the systematic and regular collection and
maintain their competitive advantage only if they keep pace with
analysis of data related to activities and outcomes. This process
the latest advancements in relevant scientific fields and the
is crucial for assessing progress toward predefined goals,
newest techniques and technologies. Therefore, it is crucial for
identifying areas where activities are achieving success, and
RIs to connect with the research community and industry to stay
pinpointing areas that require improvement. Typically,
aligned with developments in both science and technology. [1]
performance monitoring focuses on tracking key performance
indicators (KPIs), which serve as measurable values that reflect
the effectiveness and efficiency of the activities being evaluated
(e.g. Number of publications, Number of master and PhD
Permission to make digital or hard copies of part or all of this work for personal or students using the RI, Outreach through media, ...). classroom use is granted without fee provided that copies are not made or distributed
for profit or commercial advantage and that copies bear this notice and the full Impact assessment, in contrast, focuses on identifying and citation on the first page. Copyrights for third-party components of this work must
be honored. For all other uses, contact the owner/author(s). evaluating the changes within the broader ecosystem that result
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia from the activities and outcomes of RIs. This process aims to
© 2024 Copyright held by the owner/author(s).
determine which specific RI activities lead to impacts across
various domains. A well-established approach, developed 2.1 Defining Areas for Impact Assessment
through European initiatives (such as the RI-PATHS [3] project),
is the concept of “impact pathways”. This method enables Impact assessment becomes especially crucial in times of limited
evaluators to trace the different routes through which activities
public funding for science. By highlighting the effects of RIs on
translate into impacts at various socio-economic levels. science, society, the environment, the economy, and other
sectors, impact assessments can demonstrate the value of both
Impact assessments can be conducted either before or after the potential and actual investments in RIs. This analysis helps to
implementation of RI. When carried out during the planning
phase, this process is known as an “ex-ante” impact assessment. underscore the relevance of these investments in addressing
societal needs. Moreover, impact assessments provide
Its purpose is to forecast the potential impacts of the RI,
policymakers with a clear picture of the broader benefits that RI
anticipate its effects, and inform strategic planning to ensure activities offer, thereby supporting the development of informed
those outcomes are realized. This type of assessment is largely
public policies and decision-making.
conceptual and, to some degree, abstract. Once the RI is
established and fully operational, an “ex-post impact
assessment” is conducted to evaluate whether the RI has Impact assessment is closely tied to the goals of RIs and the 1 expectations they set. The ESFRI working group on RI successfully met its intended objectives.
performance monitoring has identified nine objectives which are
When determining criteria and indicators for monitoring and relevant to RIs [7], and largely correspond to the following five
evaluating (e.g., research infrastructures, measures, programs, impact areas:
policies), it is crucial to recognize the differing roles of these two Contribution to Scientific Excellence: At the heart of •
processes. Monitoring focuses on real-time oversight of every RI is the drive for scientific excellence. RIs
implementation: as a funder, one needs to know the current contribute in numerous ways, including data collection and
status, whether progress is on track, whether funds have been preservation, providing access to infrastructure and
appropriately allocated, whether a sufficient number of target databases, sample collection and dissemination,
audiences has been engaged, etc. While monitoring can alert us facilitating analytical experiments, offering software, and
that things are not proceeding as planned, it does not reveal the providing general support to researchers. These activities
causes of deviations nor provide adequate information for are fundamental to the research process, fostering scientific
making necessary corrective actions [4]. progress by advancing innovative research, expanding the
frontiers of knowledge, and generating new insights and
On the other hand, the role of evaluation is to explain how the discoveries.
institution/measure/program/policy functioned, how successful Addressing Societal Challenges •: In recent years,
it was in achieving its objectives, and what its impacts were. addressing societal challenges has become an increasingly
Evaluation allows us to determine success, identify what worked important focus for RIs. Their impact ranges from
and what did not, and, if not, what changes need to be made in contributing to the United Nations’ Sustainable
future planning. The focus of evaluation may be on assessing the Development Goals and the European Green Deal to
degree to which objectives are achieved, or it may focus on the enhancing public understanding of science.
process of implementing the instrument/program/policy itself. •
Contribution to Innovation and Economic
Development: Given the substantial financial investments
Impact assessment is beneficial for RIs when used to evaluate required by RIs, it is crucial to highlight their role in
and enhance their functioning. It plays a crucial role in the
driving innovation and economic growth. This can be
strategic planning of an RI by informing decisions on internal reflected in job creation, economic development, or
resource allocation and driving continuous improvement and
increased competitiveness, particularly at local, regional,
alignment of services with the needs of users and other and national levels. Large RIs, in particular, employ a
stakeholders. Additionally, impact assessment fosters
significant workforce and, in some cases, make substantial
accountability and transparency, thereby enhancing the
investments in constructing and offering high-value-added
legitimacy, visibility, and overall value of the RI. Furthermore, it
components.
serves as a platform for meaningful dialogue and exchange •
Contribution to Policy-Making: Research facilitated by
among relevant stakeholders regarding the objectives, direction,
RIs can significantly inform policy-making across various
and operations of RIs, which can be exceptionally valuable. [5]
thematic areas. This is especially important for
The OECD defines impact as “the extent to which an intervention organizations responsible for policy development at the
European or national level.
intended or unintended effects at a higher level.” [5] The Contribution to Human Resource Development: Many has produced, or is expected to produce, positive or negative, •
European Commission mandates the implementation of impact RIs also focus on education and training, often dedicating
assessments for every policy intervention or law (including significant resources to these efforts. As centers of
investments in research infrastructure and their activities) scientific excellence, they play a crucial role in developing
expected to cause significant effects or require substantial human resources and training the next generation of
financial resources. Impacts represent all “direct or indirect scientists. They impact their users and their careers through
changes” relative to the baseline scenario. Such impacts may enhanced scientific excellence, productivity, networking,
occur over different time periods, affect different stakeholders, and training opportunities.
and be relevant at different levels (local, regional, national, and
EU) [6].
1 European Strategy Forum on Research Infrastructures
Listed areas are not relevant only to RIs, but can be relevant also defining “impact pathways”. The impact pathway approach was
to other research organizations. further developed in the RI-PATHS project, which explores
more details than the logical framework and provides a
3 descriptive vision with more information on causes and effects. METHODS AND APPROACHES FOR
6. Case studies: This approach involves an in-depth analysis of
MEASURING IMPACT a specific case to understand the effectiveness of a policy or
In the RI-PATHS project [3] a comprehensive review of project. The analysis focuses on the specific context, identifying
literature was conducted on methodologies for evaluating and factors contributing to success or failure and deriving lessons that
measuring the socio-economic impacts of RIs. The project can be applied to future policies and projects. When used in
focused on ex-post impact evaluation methodologies, which are impact evaluations, case studies aim to better reflect the
employed during the operation of RIs when it is possible to uniqueness and complexity of RIs.
ascertain whether they are creating certain impacts and in what
manner. The effectiveness of the analysis is demonstrated It is evident that some approaches are more suitable for assessing
quantitatively (e.g., through indicators) or qualitatively (e.g., economic rather than social or scientific impact, and vice versa.
through case studies). [8] In general, these approaches can complement each other—some
are more quantitative, such as macroeconomic modelling or cost-
Six main approaches/methods for measuring impact based on the benefit analysis (CBA), while others are more qualitative, like
literature review were identified: case study descriptions.
1. Socio-economic assessment based on impact multipliers: The RI-PATHS project systematically evaluated each of the
This approach evaluates the socio-economic impact of a policy mentioned approaches using criteria such as reliability, validity,
or project by quantifying the effects on various economic sectors. precision, cost and time efficiency, and relevance to both
The assessment is based on impact multipliers that estimate the policymakers and research infrastructure managers. It is evident
indirect effects of the policy or project on the economy. This that no single methodological approach can comprehensively
approach expresses impacts on aggregated macroeconomic address all the questions intended for impact evaluation.
variables such as GDP, gross value added, or employment. The However, combining different approaches can offer greater value
main advantage of this methodology, which is grounded in a and effectiveness compared to relying on existing methods alone.
well-established theory and uses input/output analysis tools, is its
reliability in producing reproducible and comparable project 4 IMPACT PATHWAYS AND
results. However, its limitation is its restricted validity, as it often INDICATORS cannot reliably measure non-monetary effects (e.g., cultural,
social, and environmental). While there is not a universally accepted approach to impact
2. Methodologies utilizing the knowledge production assessments in RIs, the work of the RI PATHS project has, as
function: mentioned, become well established in Europe. Indeed, results This approach focuses on the impact of research and
development activities on the economy. The knowledge from the survey conducted by ESFRI among RIs [7] show that
production function method quantifies the relationship between impact pathways have become a common method for impact
research and development investments and economic growth. assessments among European RIs. Several RIs have conducted
The approach focuses on only a small portion of the expected their impact assessments with the help of impact pathways as part
socio-economic impacts of RIs. of the RI-PATHS pilot exercises (for example, ALBA, ELIXIR,
3. Cost-benefit analysis (CBA): EATRIS) [9]. Identifying impact pathways was also an integral This approach compares the
advantages and disadvantages of a policy or project and component of the impact assessment of ICOS [10].
determines whether the benefits outweigh the costs. The analysis
considers both quantitative and qualitative factors to enable well- The mechanism of impact pathways is recommended as a way to
informed decision-making. All costs or benefits are monetized, demonstrate causal links between inputs, various activities and
even if the effects are not solely financial. Governments and outputs of RIs, and their identifiable impacts [3] [11]. These can
economists frequently use this approach to assess the impact of be both intended or unintended – while impact pathways always
various investment projects. It is reliable for comparing positive have a clear origin in one or few related activities, which are
and negative effects and can capture numerous RI impacts. under control of RIs, these activities branch out into different
However, it can be expensive and time-consuming and has directions and trigger effects in different areas, which can be
limited causal explanatory power. Additionally, it may not outside the sphere of influence of RIs. An example of exploring
always capture all drawbacks. impact pathways according to spheres of control, influence, and
4. Multi-methods multiple partial indicators: interest can be seen in AnaEE’s position paper [12], which This approach
combines multiple methods and indicators to evaluate the impact sought to build a framework that would specify AnaEE’s position
of policies or projects. Methods can include surveys, focus in the chain of actors generating impact in its scientific field.
groups, and statistical analysis, while indicators encompass
economic, social, and environmental factors. An example of this In order to map the path from activities of RIs to outcomes and
approach is the OECD framework for socio-economic impacts, impacts, it is crucial to systematically collect data. This is
which includes a list of 25 essential impact indicators and 58 recommended for both performance monitoring and impact
additional standard indicators. assessment. Several lists of indicators have been proposed in
5. Theory-based approaches: recent years (OECD, RI PATHS, ESFRI WG). The indicators These approaches rely on
established economic or social theories to evaluate the impact of can vary – from those that primarily measure performance, also
a policy or project. They depend on theoretical models and known as key performance indicators (KPIs) [5], and those
empirical evidence to predict impact. A typical example is the which are focused on impact (e.g. OECD prepared a list of
“logical framework/model”, which is based on a logical impact indicators) [13]. The purpose of impact indicators is to
sequence of steps from inputs to impacts. Theory-based create a link to strategic objectives of RI, as well as to different
approaches share common features such as considering the areas of impact that RIs create. In addition to the connection of
broader context and external factors that can affect success and indicators with strategic goals, the OECD recommends that the
indicators provide information related to operational issues and It is important to note that some challenges may be specific (or
that the data is measured in a specific time frame. more common) to a certain type of RI or to certain thematic areas
they cover. To address this challenge, the recommendation is to
Impact indicators can be quantitative or qualitative, e.g. in form avoid directly comparing impacts of RIs, and to consider the
of “narratives”. This information is usually collected via tailored diversity of RIs. When deciding on a methodology, it is advisable
methods, such as interviews, surveys, or case studies. These to tailor the selected methodology to each RI, and first establish
indicators are more difficult to be standardised and must be a consensus between RIs, funders, governments and other
tailored for specific RIs and depend on the context. These relevant stakeholders. This agreement should establish clear
methods can help RIs to report on intangible impacts. expectations regarding the objectives of the RI and the
assessment itself. However, all RIs should strive to demonstrate
impact in the field of scientific progress, while considering
5 various other socio-economic impacts. INTERNAL AND EXTERNAL IMPACT
Both external and internal evaluations are relevant for assessing EVALUATION Providing adequate resources for the implementation of an impact assessment is indeed challenging, in particular as it is necessary to adopt a long-term plan for evaluation in order to the impact of RIs, each with its advantages and disadvantages. capture impacts that take years to reveal. At the same time the External evaluations are conducted by independent evaluators data collection needs to be done systematically and begin early who assess the institution's impact. This approach ensures an enough, which can be more resource intensive although also objective and impartial assessment, as external evaluators are not helps to lower the amount of “ad-hoc” data collection when affiliated with the evaluated institution and are, therefore, less conducting impact assessments. likely to be influenced by internal biases or personal interests.
Additionally, external evaluations can provide new perspectives In spite of these challenges, impact assessments provide
and insights that are not available to internal evaluators. important information for all RI stakeholders, as well as the
However, external evaluations are often costly and time- general public, as they allow RIs to demonstrate their
consuming and may sometimes fail to account for the contextual contributions to science, society and the economy, and help
nuances and priorities of the evaluated institution. improve their performance. As such, they can be used as means
to communicate about RI activities. Promoting and
In contrast, internal impact evaluations rely on an evaluation disseminating the results of these evaluations can subsequently
process conducted by the institution's staff or stakeholders. This help promote positive RI development and funding. approach is more cost-effective and efficient, as internal
evaluators are already familiar with the institution and its 7 CONCLUSIONS operations. Internal evaluations may also better consider the
institution's contexts and priorities and be more adaptable to Despite the growing focus on this area, there remain significant
changes in RI goals. However, internal evaluations may be challenges in developing a unified and comprehensive
biased due to internal motivations and conflicts of interest and framework for evaluating such impacts, particularly when
may lack the objectivity and independence of external accounting for both economic and non-economic factors. There
evaluations. Moreover, internal evaluators may be limited by is a reason for that – the unified methodology cannot adequately
their knowledge and expertise, reducing their ability to bring new address all aspects of variety of RIs and the diversity of fields
insights and perspectives. where they operate. There is a number of methods which can be
applied, and future work could explore how combinations of
The choice between external and internal evaluation often different methods (e.g. quantitative, such as macroeconomic
depends on internal capabilities, available resources, evaluation modeling and cost-benefit analyses and qualitative such as case
objectives, and so on. To ensure a comprehensive and balanced studies or theory-based assessments) can be effectively balanced.
assessment, it is beneficial to combine both approaches. It is also This could provide more holistic view on RI impacts, especially
increasingly common for institutions (including RIs) to in understanding intangible impacts like societal and
periodically self-evaluate, thereby preparing for external environmental changes.
evaluation.
There are already lists of indicators suggested to be used for
6 impact assessment, nevertheless the selection of indicators CHALLENGES AND OBSTACLES should be done with a great deal of prudence and not to be used There are several challenges that RIs encounter while conducting to compare RIs, given the diversity in their structure and impact assessments. Some of them were outlined by respondents objectives. to an ESFRI survey among RIs (2023). According to the survey,
a recurring challenge was to identify an appropriate method or
framework or finding appropriate indicators. Other respondents ACKNOWLEDGEMENT
mentioned the amount of resources required and the time frame
needed to properly evaluate the impacts of their infrastructure. In The research was supported by Slovenian research agency, grant
general, some RIs are concerned that impacts may not be number V5-2283. properly detected. This is a similar issue to what was described
in the ERIC forum’s “Report on Socio-economic impact REFERENCES framework” [14] as a “traceability” problem – there is [1] ESFRI Scripta Vol. 2 (2017). Long-Term Sustainability of Research uncertainty about how to link RI activities or data generated Infrastructures
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/setting_a_relevant_framework_to_assess_anaees_impact.pdf (Last accessed on
18th September 2024)
[13] OECD (2019). Reference framework for assessing the scientific and socio-
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content/uploads/D4.3-EF-Report-on-SEI-ERIC-Framework.pdf
Intellectual Property Valuation
in the Cyber Security Sector
Marta E. Wachowicz
Technology Transfer Unit
NASK - National Research Institute
Warsaw, Poland
marta.wachowicz@nask.pl
ABSTRACT / POVZETEK to understand the economic value of cyber IP assets by carrying
out an IP valuation. The article addresses a topic specific and
relevant to the digital economy, the literature abounds with
This paper explores the applicability of intellectual property
methodologies for different approaches to valuing IPR [9], [1],
rights (IPR) valuation methods in cyber security by using the
but there is no guidance on how to consider the importance of
criteria of the Artificial Intelligence development phase model.
data, learning models, and all aspects of AI in new inventions.
After analysis of the interconnections and interdependency in
The challenges faced by the cyber security sector are defensive
cyber security products, an approach to data quality is proposed.
AI and machine learning technology, sophisticated cyber attacks,
It is worth emphasizing that the process of valuating IPRs is
reinforcement learning-based cyber attacks, AI-enabled
highly contextual and requires professional judgment based on
malware, the vulnerability of IoT technology, cloud security
the experience of the appraiser, now also in terms of data
issues, and the involvement of cryptography. However, future
management. This issue has not been discussed in the literature,
directions, in cyber security, such as quantum-secure encryption,
an article is a contribution to the discussion on the importance of
biometric authentication, advanced artificial intelligence, and
valuation in the cyber sector, given the specific characteristics of
machine learning, may be able to address these issues.
cyber start-ups using AI and machine learning solutions. Despite
all these difficulties, IPR valuation will become increasingly
necessary and induce further questions regarding the valuation of 1.2 Cyber security products
a given intellectual property (IP). Firstly, how to value a patent According to the American Authorities, precisely Cyber Security
with Artificial Intelligence (AI), secondly how to assess the level and Infrastructure Security Agency, cyber security is “the art of
of sophistication of model training, and thirdly how to rate and protecting networks, devices, and data from unauthorized access
value data quality, or more broadly data sets. The findings can or criminal use and the practice of ensuring confidentiality,
help practitioners, especially from Technology Transfer Offices, integrity, and availability of information” [2]. The current cyber
to develop roadmaps for IP valuation in the cyber security security situation is characterized by the regular emergence of
industry. new cyber threats. The most common types of cyber threats
include malware, phishing attacks, ransomware, threats against
KEYWORDS / KLJUČNE BESEDE data or availability, disinformation, supply chain targeting, and
IPR valuation, IP in cyber security, data quality in AI model distributed denial of service (DDoS) attacks. The level of digital
resilience varies from different industries and countries,
however, effective cyber security remedies use security
1. technologies and techniques such as intrusion detection and CYBER SECURITY SPECIFICITY
VERSUS IPR VALUATION [8]. Cyber attackers are constantly evolving their approach to prevention systems, firewalls, antivirus software, and encryption
penetrate the computer systems of enterprises which means that
1.1 Introduction organizations must continuously monitor their networks against
The growth in importance of IPR is unquestionable, in every potential attack vectors, using a broad array of cybersecurity
sector of the economy, and in those key to the digital solutions to protect the entire ecosystem, including clouds and
transformation an undisputed. The IPR valuation is gaining in several applications [8]. importance and reliable valuation is relevant in the cyber security Typical products are software for stopping the biggest,
sector. The valuation approach dedicated to the cyber market is bandwidth-busting DDoS attacks, software that proactively
not described in the literature and represents an unexplored reduces attack surfaces, Edge DNS, authentication services,
research question. In IPR valuation, whatever the method, the clouds for protecting customers and providing data security,
essential characteristics of an intellectual asset should be taken which reduce friction during registration, authentication, and
into account. There is a fundamental complication arising from sign-ins while making it easy for customers to control their
the difficulty of determining the essential characteristics of IP, accounts from any device. Products are, on the one hand, closely
the scope of protection, and the need to consider source data related to IT or ICT. On the other hand, they use the latest
related to potential cyber exploitation on an unprecedented scale. developments in biometrics, behaviorism, psychology, and the
IP assets can be independently identified, are transferrable, sociology of human behavior. They use, as in criminology,
protected and that protection can be enforced. In the case of knowledge about human behavior, but the implementation of
cyber, they have an economic lifespan, defined by their knowledge is strictly technical, in a digital world.
characteristics. Depending on the nature of intangible assets,
there are different legal instruments by which protection is
possible and ultimately benefit from using them. It is important
2. MULTIDIMENSIONAL IP appear numerous, including AI inventorship, patent eligibility,
PROTECTION and AI-related copyright issues, particularly important are data
2.1 Impact of cyber product features on IP issues.
protection 2.2. FLDX system – an example of IPR
The development of new solutions to combat or prevent protection cybercrime requires the proactive action and the creation of new
inventions combating the criminal incidents. Since AI is widely An example of a cyber security product is the FLDX system,
used in cyberspace, AI-based products are also tools for patent protected by NASK, a Polish National Research Institute,
mitigating attacks. Ransomware and phishing attacks encrypt whose mission is to develop and implement solutions that
critical data, demand high ransoms, and disrupt a wide range of facilitate the development of information and communication
operations. The growing use of Internet of Things devices is networks in Poland, in addition to improving their effectiveness
introducing new security vulnerabilities, while cyber attacks and security. Patent – PL241005-Method and system for adaptive
targeting the software supply chain are exploiting third-party creation of network traffic filtering rules on a network device
vulnerabilities to gain access to sensitive information. Artificial spontaneously detecting anomalies and automatically
intelligence technologies enable cybercriminals to launch suppressing volumetric attacks (DDoS) protects digital services
sophisticated attacks. These AI-based threats are often not and network devices from DDoS attacks and a sudden and
subject to traditional security measures, making them difficult to unpredictable increase in user activity. Sudden and unexpected
detect bursts of Internet traffic can saturate network links or and mitigate. The World Intellectual Property
Organization (WIPO), the United Nations agency that serves the overloading application servers. Therefore, protecting networks
world’s innovators, is following the trend of consumer interest in and digital services from intentional attacks must go along with
AI in various economic, social, and cultural sectors, having fair distribution of network resources. The FLDX system is a fast
published some very interesting and important reports on AI over and extremely effective way to protect the availability of services
the past few years. [6], [10]. WIPO Technology Trends 2019 – on the network - whether the source of the threat is a volumetric
Artificial Intelligence reveals trends in patenting of artificial DDoS attack or a sudden increase in user activity. Maintaining a
intelligence innovations [10]. AI-related patents disclose AI fair distribution of network bandwidth is the primary goal of the
techniques and applications and refer to an application field or FLDX system, achieved in a time of up to 10 seconds. Unlike the
industry. WIPO analysis shows that many sectors and industries solutions currently offered in the anti-DDoS market, the FLDX
are system is not based on a database of signatures and static rules. exploring the commercial exploitation of AI,
telecommunications (mentioned in 15 % of all identified patent It dynamically self-adjusts filters to the current situation. This
documents), transportation (15 %), life and medical sciences (12 approach allows us to react extremely quickly to the observed
%), and personal devices, computing and human-computer changes in network load, as well as forecast them. The FLDX
interaction (11 %), the rest - other sectors including banking and system is therefore not only a protection tool - it is also a network
security. In the WIPO patent landscape report on Generative AI, knowledge discovery tool. The object of the invention is a
there are the latest patent trends for GenAI with a comprehensive method for adaptively creating network traffic filtering rules on
and up-to-date understanding of the GenAI patent landscape, a network device spontaneously detecting anomalies and
alongside insights into its future applications and potential automatically suppressing volumetric attacks (DDoS).
impact. The report explores patents relating to the different That FLDX example may illustrate the challenges of protecting
modes, models, and industrial application areas of GenAI. Deep IPR in this area. The speed and precision of the FLDX system
neural networks can be adapted to be either discriminative or are the result of years of scientific research in the fields of control
generative tasks, which has led to the development of various theory and adaptive signal processing, the IP behind the solution
types of GenAI models, which can support different types of is not only a patent, but also a copyright protecting the software
input and output data. This opens up a new perspective on the and the user's system, trade secret, the implicit knowledge of the
protection of inventions and products. implementation as well as the knowledge contained in the
There is a need to answer the threshold question of whether such technical documentation. Solutions are sporadically planned to
AI-related inventions qualify for patent protection. The United be patent-protected, due to non-compliance with requirements
States Patent and Trademark Office (USPTO) has issued for implementations of mathematical theorems or new
guidelines to clarify the requirements for patenting AI-assisted applications of functional analysis. However, even an obtained
inventions. For an invention to be patentable, there must be exclusive right is not sufficient protection in the market. It is
significant human input into its conception. Human inventors necessary, as with other software-based products, to supplement
must make a significant contribution to the invention that goes protection not only with copyright protection due to the nature of
beyond the mere use of AI tools. Otherwise, the invention is not the solution but also to keep in secret any know-how resulting
eligible for patent protection. In addition, the USPTO has created from the implementation and to circumvent technical problems
five principles for evaluating AI-assisted inventions, the fifth is arising from software development and installation in the cloud
worth mentioning here - namely, merely owning or supervising or at the customer's site.
an AI system does not qualify a person as an inventor without a 3. IPR VALUATION ISSUES
significant contribution to the concept of the invention [7]. This 3.1 Valuation approach selection
principle ensures that human ingenuity remains at the heart of Valuation of IPR regardless of the subject of valuation
patentable inventions while recognizing the supporting role of AI strictly depends on the potential area of application of the
in the inventive process. In the cyber industry, solutions can be protected technology. In the cyber sector, the issue of the
protected by patents and then there is a need to value IPR in the valuation of IP goods is becoming increasingly challenging, for
form of a patent on an AI-related property. The number of cyber several reasons. First, this is due to the obvious development of
security patent applications per year shows that the amount of the cyber market and the growing demand for all kinds of
investment going into finding new ways to help prevent cyber services and products protecting digital assets. Secondly, AI
attacks is huge. However, it is usually a bundle of different IPs technologies are finding applications in this sector, which makes
that is valued. Apart from the fact that AI-related IP problems the valuation problem more complicated, and thirdly, a complex
method of product IPR protection is common. The issue of IPR related know-how, there is an issue directly related to the
valuation in high-growth sectors, for new technologies, and understanding of the operation and use of AI models [4].
cutting-edge technologies, has been addressed in the literature
for years. Major researchers (such as Damodaran) describe the 3.2. Data in Artificial Intelligence model challenges of estimating value for technology [1], [9]. However,
During training, the artificial intelligence model is exposed to a
the growing cyber market introduces a significant level of
prepared dataset and tries to learn the patterns and relationships
complexity to the subject, due to the dynamics of development,
present in the data. This process involves adjusting the internal
key development trends, market estimation, and the scalability
parameters of the model based on the input data and the desired
and adaptability of solutions in this market.
outcome. In a situation where AI is used, another problem arises.
Depending on the nature of intangible assets, various
When is the product in question completed? AI models need to
legal instruments are offered to protect and ultimately profit from
be taught. What does AI model training include?
them. IP management is a key element of the business strategy
AI model training includes three main aspects:
of entities developing cyber services. The linkage of copyright
a) data collection
protection, patent, trade secret, and confidential know-how
There are ready-to-use open-source data sets. Data collection and
protection makes IP valuation difficult. Trade secrets may be
other resources are also collected and used. Internal data
preferable to patents in several circumstances, such as when the
collection provides access to proprietary information and control
patentability requirements may not be satisfied; the cost of
over data quality. Web scraping is the process of extracting data
pursuing patent protection outweighs the benefits; and/or the
from websites using various tools. Automation eliminates the
need for IPR protection extends beyond the available patent term
need for manual data collection, which in itself is impractical
[9].
when it comes to training AI models. Regardless of the data
Regardless of the method used, the valuation process
collection technique, the data should be relevant, accurate,
requires gathering a lot of information about intellectual property
consistent, presentable, and complete. Such data increases the
assets, as well as an in-depth understanding of the economy,
accuracy of the AI model, reduces bias, and increases user
industry, and specific businesses that directly affect their value.
confidence and trust in the AI model.
It is well known that there are three basic categories of valuation
b) data processing
methods for evaluating intellectual property and intellectual
Having a rich data set, it is necessary to validate the data. Data
property rights: income-based, market-based, and cost-based.
validation involves preparing the data to match the requirements
The choice of the appropriate method for valuing intellectual
of the specific learning mechanism used by the artificial
property depends on the type of intellectual property, the stage
intelligence model. Each learning technique requires the data to
of development, the purpose of the valuation, and the available
be presented in a specific way. An artificial intelligence model
data. The cost method establishes the value of an IP asset by
incorporating algorithms that learn through supervised learning
calculating the cost of a similar (or exact) IP asset. The cost
aims to predict or classify new data points. So, to select data for
method is particularly useful when the IP asset can be easily
an artificial intelligence model equipped with supervised
reproduced and when the economic benefits of the asset cannot
learning algorithms, label your data. Then divide the selected
be accurately quantified. This method does not account for
data into training, validation, and test sets. Using the training set
wasted costs, nor does it consider any unique or novel
is needed to teach the artificial intelligence model, the validation
characteristics of the asset. Although a cost-based method is used
set to evaluate performance, and the test set to evaluate the final
for software value estimation, the combination of various
model. For unsupervised learning, the artificial intelligence
elements of protection makes one think about the wisdom of
model aims to reveal underlying structures, group similar data,
choosing a revenue-based method [9]. The income method
and discover patterns without the help of labels. The model needs
values the IP asset based on the amount of economic income that
to understand the data by finding commonalities and
it is expected to generate, adjusted to its present-day value. This
understanding the features that define a particular dataset. In this
method is easiest to use for IP assets with positive cash flows, for
case, feature-based clustering of the data is required. This makes
those whose cash flows can be estimated with some degree of
it easier for the AI model to navigate and learn from unlabelled
reliability for future periods, and where a proxy for risk can be
data. The situation becomes a little more complicated taking into
used to obtain discount rates. The market method is based on a
account reinforcement learning (learning through interaction)
comparison with the actual price paid for the transfer of rights to
[5]. Artificial intelligence models involving reinforcement
a similar IP asset under comparable circumstances. This method
learning learn by exploring the specifics of a task in a particular
has the advantage of being simple and based on market
environment and performing functions by trial and error. In
information, so it is often used to establish approximate values
reinforcement learning, an environment must be simulated for
for use in determining royalty rates and inputs for the income
the AI model to interact with. However, another level of
method. For cyber industry this type of approach can be highly
complication relates to deep learning (neural networks and
problematic, since products in the cyber crime market are
beyond) , it is an advanced learning mechanism that drives the
evolving very quickly and there is considerable difficulty in
AI model and enables it to handle complex actions. AI models
comparing them. Often, it is only possible to make inferences on
with deep learning algorithms require large-scale data collection
the level of effects offered, i.e. expected rather than concrete
based on what the model is supposed to do. As deep learning
results, due to the widespread confidentiality of information.
algorithms use multiple layers of learning, the goal is to have
Companies do not necessarily boast about the ineffectiveness of
different versions of large data sets.
protecting their computers, resources, or access to the cloud.
c) providing selected data to the AI model and iterative
While one approach may seem particularly well-suited, the final
refinement
value estimation should merge the value indications obtained
Once the data has been structured based on the AI model's
under different approaches [1], [9]. Irrespective of the choice of
learning technique, the data is fed into the AI model. The model
valuation approach, in the situation of innovation, patent, or AI-
learns from the algorithms on which it is built. During the
learning stage, the capabilities of the model should be explored based on technology; personal, sensitive, and business data are
for refinement. Without iteration, the model cannot adapt to stored on computers, smartphones, and tablets, so an extensive
changing data and cannot improve its performance when exposed range of concepts are covered by cyber security - from
to other data sets. communication to transport, and shopping to healthcare. It is
This raises further questions regarding the valuation of crucial to consider the interrelationships and relationships
a given IP. Firstly, how to value a patent with AI, secondly how between the different types of IP. Depending on the business
to assess the level of sophistication of model training, and thirdly needs, an appropriate valuation method should be chosen, taking
how to assess and value the quality of training and validation into account whether the IP relates to AI. When analyzing an AI-
data, or more broadly data sets. In addition, in the cyber area, related patent, the relationship to the data, the individual datasets,
matters are further complicated by the use of sensitive or and the way the models are taught should be explored. Particular
confidential data, such as tools for detecting illegal, offensive or care should be taken to analyze the quality of the data and to
harmful content based on data from law enforcement agencies. understand the principles of data management (from collection,
An additional legal complication arises. description, sharing, archiving, etc., including the FAIR principle
– it is an acronym for Findable, Accessible, Interoperable, and
4. RECOMMENDATIONS AND Reusable). In addition, the origin of the data in the cyber sector
CHALLENGES OF VALUATION IN should be taken into consideration. Moreover, in the cyber area,
CYBER SECURITY SECTOR confidential data, such as tools for detecting illegal, offensive, or further complications are caused by using sensitive or
harmful content based on data from law enforcement agencies.
4.1 Exploring difficulties Without high data quality, even the most advanced artificial
Nowadays, cyber security plays a crucial role in the global intelligence models will fail. Data quality in the new era of AI
economy. The risk of cyber threats becomes more prevalent and highlights the key role of data quality in shaping effective data
cyber attacks can have devastating consequences leading to strategies. The task of the IPR evaluator in cyber products or
financial losses, reputational damage, and national security solutions is to evaluate the AI model, and assess how each dataset
breaches. Therefore, it is imperative that governments prioritize is used, how the evaluation process works, which IPRs use it, and
cyber security measures to safeguard their interests. In addition to what extent, and what parameters influence the business aspect
to economic implications, cyber attacks also pose significant of the entire evaluation process. The process of valuing IPRs is
risks to national security. Governments around the world are highly contextual and requires professional judgment based on
increasingly concerned about hacking activities that aim to steal the experience of the appraiser, now also in terms of data
sensitive information or disrupt critical infrastructure systems. management and understanding of AI development and
Cyber attacks usually modify, access, or destroy sensitive application phase . information, extort users' money, or disrupt normal business
processes. In 2024, the cyber security industry is expecting a
REFERENCES
paradigm shift in a more coherent and business-involved
[1] Damodaran, A., Investment Valuation, John Wiley &
approach that reflects a better understanding and management of
Sons, New York, 1994
cyber threats [8]. This shift concerns the latest technology
[2] https://www.cisa.gov
adoption and revolution, associated liability, maturity,
[3] Marius Schneider, Intellectual property rights, the new
integration, regulatory, quantification, communication, and
currency, Journal of Intellectual Property Law &
behavioral shifts. As the market grows, there will undoubtedly
Practice, Vol 14, Iss.11, 2019, p.825–
be an increased demand for intellectual solutions to support the
826, https://doi.org/10.1093/jiplp/jpz106
fight against cyber crime. Hence, the growth in importance of
[4] Kathi Vidal, The Applicability of Existing Regulations
IPR will be indisputable, which in turn will result in a significant
as to Party and Practitioner Misconduct Related to the
increase in the valuation of IP and its need in the market [3].
Use of Artificial Intelligence, 2024
Therefore, IP valuation is an important issue, and reliable
[5] Lee J. Tiedrich, Gregory S. Discher, Fredericka
valuation is important for multinational corporations involved in
Argent, and Daniel Rios 10 Best Practices for Artificial
IP transactions. IP valuation guidelines and regulations are also
Intelligence Related Intellectual Property Intellectual
changing around the world due to different statutory provisions
Property Technology Law Journal,.vol.32, nr.7, 2020.
in each country. Valuing intellectual property involves assigning
[6] Patent Landscape Report - Generative Artificial
a monetary value to the intangible assets of a business entity.
Intelligence (GenAI), World Intellectual Property
However, the intangible nature of intellectual property means
Organization Geneva, Switzerland, 2024,
that it is often difficult to value and define, making it challenging
https://doi.org/10.34667/tind.49740
to set a fair price.
[7] https://www.uspto.gov
4.2 Recommendations Abebe Abeshu Diro, Cyber security: State of the art, [8] Wasyihun Sema Admass, Yirga Yayeh Munaye,
The most challenging tasks are determining the scale of the challenges and future directions, Cyber Security and
valuation portfolio, determining the role of AI in an invention, Applications Vol.2, 2024, 100031.
patent, or confidential know-how, determining the strength of a https://doi.org/10.1016/j.csa.2023.100031
patent using AI and comparing it to other similar solutions, and [9] William J. Murphy, John L. Orcutt, Paul C. Remus,
determining the extent of model validation and database quality. Patent Valuation: Improving Decision Making through
Of course, issues related to the market, comparison of coverage, Analysis, Wiley, 2012
the scale of adaptation, etc. are also in force. However, [10] WIPO Technology Trends 2019 – Artificial
completely new problems are gaining importance, the valuation Intelligence, Geneva, Switzerland: World Intellectual
of IPR in the cyber sector will be a further stage of complication Property Organization, 2019,
and will require knowledge of a great level of AI invention https://doi.org/10.34667/tind.29084
protection and data management. A large part of everyday life is
The Challenge of Licensing Artificial Intelligence
Technology for Cybersecurity Applications
Michał Rotnicki†
Technology Transfer Department
NASK – national research
institute
Warsaw, Poland
michal.rotnicki@nask.pl
ABSTRACT It's difficult to quantify the impact of cybercrime on the banking sector, but public data from the US[17] and the EU [16] The central question of this article is whether the transfer of cyber suggest it is around €4 billion each. The criminals are highly security technology based on neural networks into a production effective in the search for the optimal strategy of action in order environment poses significant challenges due to the complexity to steal money from Internet users, while at the same time and time variation of the technical environment, constantly minimizing the legal risk and the resources (effort) involved evolving threats, and regulatory requirements. Error! Reference source not found.
The article uses observational research techniques for The criminal’ss resources involved are the use of a technical
cybercrime activities, and experimental research for product method, a socio-technical method, or both, leading to a
management since 2011. successful theft [5].
The article presents an application case study of behavioural
biometrics and artificial intelligence (AI) techniques to detect
remote desktop attacks, and technology transfer adaptations to 2 METHODOLOGY
changing conditions. Since 2007, cybercrime data has been based on natural
The added value of the paper is to draw conclusions from a real observations. NASK provides Computer Emergency Response
business case observed in internal business activities. Team (CERT) services at the national level and commercial
threat intelligence services to the main financial institutions in
KEYWORDS Poland.
Cybersecurity, Artificial Intelligence, software licensing, The case study is an original commercialisation case provided as
software development, low compliance, behavioral biometric, AI part of the BotSense product offered by NASK.
licensing.
3 THE BANKS, THE THIEVES AND EVEN
1 THE SCIENTISTS INTRODUCTION
NASK activities are focused on issues of security in Poland has a population of about 38 million and in the first
cyberspace. quarter of 2024, the Polish banking sector operates
One of the areas of influence on cyberspace [6] is the approximately 43,5 million accounts retail accounts with
provision of new technologies for counteract cybercrime and contracts allowing access to internet banking. About 23 million
transfer them to commercial IT products. The goal is to increase accounts are actively accessed via internet banking and about 22
resilience of the banking services and key services supplier [1]. million users access via mobile applications [15]. Since 2007,
The banking sector is particularly vulnerable to the activities NASK has been working with the Polish banking sector to
of commercially motivated criminals [7], who are believed to be identify and counteract theft from Internet banking users. Over
personally motivated in their criminal activities. These are the years, with the improvement of technical methods of
criminals who directly seek to make a profit by seizing the funds protecting electronic banking, both on the side of the banks and
of electronic banking users. on the side of the end user, attacks based on vulnerabilities of IT
systems, have been significantly reduced [2] [3]. They required
sophisticated technical knowledge, considerable technical
resources and centralised malware management, making such
Permission to make digital or hard copies of part or all of this work for personal or criminal infrastructure vulnerable to law enforcement. classroom use is granted without fee provided that copies are not made or distributed
for profit or commercial advantage and that copies bear this notice and the full Socio-technical attacks , on the other hand, have experienced
citation on the first page. Copyrights for third-party components of this work must a renaissance, using voice communication techniques to
be honored. For all other uses, contact the owner/author(s). persuade the victim to provide the criminal with login and
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
© 2024 Copyright held by the owner/author(s). authentication credentials for banking transactions and, crucially,
to give the criminal access to their device's desktop via a legal must operate, we can distinguish between technical layers:
remote access application. device category, hardware, operating system, components of
As a result, the attack scenario does not require any specialist operating system, web browser.
IT knowledge [9], which has made this method of criminal
activity accessible to a wider group of criminals, resulting in a
sharp increase in the number of remote desktop attacks.
At the same time, in a social engineering and remote desktop
attack scenario, there is virtually no event that can be classified
as technically incorrect. The user voluntarily provides his or her
credentials to the criminal, voluntarily agrees to open a remote
desktop connection, and is often persuaded by the criminal to
deliver the final blow by turning off the monitor. This means that
no cybersecurity incident occurs in the data transmission channel
between the endpoint and the bank's server.
Analyzing the above, it can be said that a dynamic market
model is emerging in which criminals are effectively and
efficiently adapting to the limitation of increasing the resistance
of information systems to cyber-attacks. Criminals are creatively
and rationally searching for new effective techniques and crime
scenarios to carry out successful theft. The specific type of Figure 1: Technical layers
attacks mentioned above are those carried out with the unwitting
legislation [11], are forced to search for ever new technical However, banking institutions in particular, burdened by the diversity of devices, operating systems and web browsers does not guarantee the achievement of a stable, transferable participation of the victim. However, overcoming the additional complications posed by
solutions to identify electronic banking sessions compromised by technology. The whole technical environment described above is evolving. For example, the major web browsers, Chrome [13] criminals. and Firefox [14], are released on a monthly basis. This means From a technology transfer perspective, this raises the non- that, the technical conditions under which cybersecurity obvious problem of how to organize the process of technology technology should operate are constantly changing. transfer to combat criminals. It should also be noted that changes affecting the security of
the operating system and web browser may be made between the
scheduled release dates of new versions and may involve
4 unpredictable technical changes. Case Study - Behavioral biometrics and
artificial intelligence techniques to detect a In addition, there are other elements in the formal-legal field
[11] that we should consider, such as: international and national
access via Remote Desktop
legislation, technical legislation, standards, norms,
NASK set up an internal research project to work on an AI recommendations and internal company regulations.
model capable of analysing how an end user uses a keyboard to
identify themselves. In a laboratory environment, this is a task
that requires a certain number of experiments, the construction
of relevant data sets and the application of technical expertise,
but in principle the level of scientific risk is limited. However,
when it comes to transferring the developed technology to a
production application that is expected to operate at a certain
minimum level of effectiveness for the entire population using e-
banking, the issue becomes much more complicated.
Even if the expected level of efficacy is auxiliary, e.g. 70%,
and unrepresentative individuals are discarded from the user
population.
4.1 The cybersecurity technology ecosystem
Cybersecurity technologies require deep and precise technical
integration with the environment to be protected. For example,
tracking the use of a keyboard via a web browser, as a function Figure 2: Formal layers
of the time can be disrupted by the security mechanism
We are also seeing dynamic changes in the way criminals
embedded in that web browser. One of the security mechanism
operate: variability of attack scenario and variability of tools.
implemented by vendors is randomization of selected user
behavior data and disrupt the time line data.
If we take the oversimplification of identifying the main
layers of the environment in which cybersecurity technology
4.2 The challenge of licensing
As a result, a solution developed in the laboratory will either
start to fail immediately when deployed on the entire population,
or it will start to fail over a finite period of time (as a function of
time). This phenomenon has no risk characteristics, but is an
inherent feature of the cybersecurity technology ecosystem.
The question is how to structure the process of technology
transfer and licensing in this dynamic ecosystem?
In the process of technology transfer, we can distinguish:
1. Stage I - licensing the results of the R&D team and
transferring them to the product development team (in
this case software),
Figure 3: Criminal activity 2. Stage II - advising the product development team on
how to incorporate the innovation into the
And, of course, criminals are constantly identifying banking manufacturing environment.
security techniques and bypassing or neutralising them [10].
We can think of cyber technology as a black box influenced Such an approach is not rational and will fail if we apply it to the
by the forces of many independent parameters. transfer of cybersecurity technology.
As in physics, the degrees of freedom (DOF) of a mechanical
system is the number of independent parameters that define its This is because there is a high probability that the transferred
configuration or state. technology will need to be modified before it is fully
implemented in the product.
This will make the whole process infeasible and banks will
start looking for non-IT methods to fight crime.
4.3 Practices applied
For technology transfer in the cyber domain, the NASK
has adopted its own specific operating procedures.
First, the cybersecurity technologies developed in the NASK
R&D teams are transferred to internal development teams.
By technology, we mean the form of a method, algorithm or
learned AI model. The development team then builds a finished
software component on top of it.
After that, the R&D team still, support and develop
technology. The R&D teams are prepared for long-term
development of the technology for detection of specific types of
Figure 4: Forces affecting cyber security technology attacks, including its modification in the event of a change in the
conditions of the technical environment in which the technology
A useful technology should be in balance between these is to operate (e.g. loss of access to data relevant for detection).
parameters. If one vector increases, it means there's a need for Such organisation of technology production and preparation
action. for transfer enables the temporary licensing of the finished
A multi-layered dynamic model of the variability of the software component, which allows the use of the cybersecurity
environment is thus created, which seeks an equilibrium that technology for implementation in software. The license contains
includes the success rate of attacks. The stimulating (agonistic) a number of specific conditions tailored to the cybersecurity
factor is the activity of criminals and the antagonistic (inhibitory) ecosystem, the main ones are:
factor is the development of security technologies. Another two
parameters, which can be both agonistic and inhibitory, are 1. an assurance that the licensee will adapt the technology
changes in the technical or formal domain. Both can improve or to changes in the technological environment,
reduce the effectiveness of cybersecurity technology. What is 2. an obligation on the licensee to improve the technology
certain, however, is that all of these parameters create a need for in the event of a decline in the effectiveness of attack
constant review and adaptation of the technology. detection,
3. an limitation of the licensor's liability for failure to
adapt the technology to changes in the technological
environment or to changes in the activity patterns of
the perpetrators.
These points are almost impossible to define precisely. They
are declarative in nature, with no strict guarantees from either For future work, it is possible to approach techniques to assist in
party. The technology provider cannot reliably guarantee the predicting the effects of the changing environment.
effectiveness, cost or time it will take to modify its technology,
and the recipient cannot guarantee the conditions under which it REFERENCES
expects the technology to be effective.
In other words, the factor that determines the balance between [1] Directive (EU) 2016/1148 of the European Parliament and of the Council of 6 July 2016 concerning measures for a high common level of security
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dynamic research process.
Technology Transfer: Revenues Estimation
in the Cyber Security Sector
Michal J. Falkowski† Jaroslaw Kaminski Marta Wachowicz
Technology Transfer Department Technology Transfer Department Technology Transfer Department
NASK National Research Institute NASK National Research Institute NASK National Research Institute
Warsaw, Poland Warsaw, Poland Warsaw, Poland
michal.falkowski@nask.pl jaroslaw.kaminski@nask.pl marta.wachowicz@nask.pl
ABSTRACT 1.1 Defining cyber security product This study investigates the complexities of technology transfer Given the multidisciplinary nature of cyber security and its within the cyber security sector, focusing on the financial and widespread impact on society, it is essential to establish, utilize, operational challenges posed by its dynamic nature. The primary and elaborate a standardized terminology and develop a research problem is understanding how to define final cyber comprehensive, shared understanding of what constitutes cyber product and estimate associated costs, particularly in the context security product and economic risks associated with it [7]. of both traditional and new economy revenue models. In defining a cyber security product, it is crucial to recognize Preliminary findings reveal significant discrepancies in cost the role of interdisciplinary contributions, ranging from estimation and revenue forecasting, particularly due to the non-computer science and engineering to law, economics, and human linear contributions of scientists, which complicate the creation factors. For instance, a cyber security product may include not of effective license agreements. The paper offers a framework to only technical components, such as encryption algorithms or better align technology transfer processes with the unique intrusion detection systems, but also legal frameworks and characteristics of cyber security innovations, thus improving the organizational practices that enhance security. The integration of accuracy of cost projections and licensing strategies. these diverse elements requires a standardized terminology that
KEYWORDS can be universally understood across disciplines, enabling
Technology transfer, cyber security sector, revenue estimation, Moreover, the definition of a cyber security product must effective communication and collaboration.
AI models, new economy, science contribution, license account for its intended purpose and scope. Products may vary agreements significantly in their focus - some are designed to prevent
unauthorized access, others to detect intrusions, and yet others to
1 respond to or recover from cyber incidents. This diversity UNCERTAINTIES IN CYBER SECURITY
TOOLS SPECIFICATION necessitates a clear classification system that categorizes
products based on their functionality, target environment, and the
Cyber security is a term with widely varying definitions that are specific threats they address. For example, network security
frequently subjective and, in some cases, lack precision. tools, endpoint protection software, and identity management
According to the America’s Cyber Defense Agency (CISA), it is systems each serve different purposes but collectively contribute
defined as the art of protecting networks, devices, and data from to a comprehensive cyber security strategy.
unauthorized access or criminal use and the practice of ensuring Economic considerations also play a critical role in defining
confidentiality, integrity, and availability of information [11]. cyber security products. The value of a cyber security product is
The absence of a clear, universally accepted definition that often measured by its effectiveness in mitigating risks, which are
encapsulates the multidimensional nature of cyber security themselves subject to economic assessment. The economic
hinders progress in technology and science [6]. This is because it impact of cyber threats, the cost of deploying and maintaining
reinforces a technical perspective on cyber security, while cyber security products, and the return on investment are all
simultaneously isolating disciplines that should be collaborating factors that influence how a cyber security product is defined and
to address complex cyber security challenges effectively. The evaluated. This underscores the importance of aligning technical
complexities involved significantly affect the determination of definitions with economic realities to ensure that cyber security
what constitutes a cyber security product, the criteria for deeming investments are both effective and sustainable.
it complete, and the estimation of production costs within defined Furthermore, the lifecycle of a cyber security product must be
timeframes and budgetary constraints. clearly delineated, from initial development through deployment,
operation, and eventual decommissioning. A comprehensive
†Author Footnote to be captured as Author Note understanding of this lifecycle is necessary to establish criteria
for when a product can be considered complete and to identify
Permission to make digital or hard copies of part or all of this work for personal or potential risks and vulnerabilities that may arise at various stages.
classroom use is granted without fee provided that copies are not made or distributed
for profit or commercial advantage and that copies bear this notice and the full This lifecycle approach also highlights the importance of
citation on the first page. Copyrights for third-party components of this work must adaptability in cyber security products, as they must evolve to
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia address emerging threats and changing environments. be honored. For all other uses, contact the owner/author(s). © 2024 Copyright held by the owner/author(s).
In summary, defining a cyber security product requires a vulnerabilities, which can involve both software
multidisciplinary approach that integrates technical, legal, patches and hardware upgrades. Additionally,
economic, and operational perspectives. Standardized operational costs include the resources required to
terminology and clear classification systems are essential to monitor the product's performance, respond to security
fostering a shared understanding across disciplines, while incidents, and conduct regular security assessments.
economic considerations and lifecycle management provide the The need for highly skilled personnel to manage these
framework for evaluating the effectiveness and sustainability of tasks further contributes to operational costs, as cyber
cyber security products. security expertise is often in high demand and short
supply.
1.2 Estimating cyber product costs 4. Decommissioning Costs: At the end of its lifecycle, a
A standardized method for measuring and managing the costs cyber security product must be decommissioned,
associated with implementing cyber security programs has yet to which involves safely removing it from the
be established. To advance research and practice in this field, environment and ensuring that no residual
various cost estimation frameworks related to the development vulnerabilities remain. Decommissioning costs may
and deployment of cyber security products have emerged in include data migration, system reconfiguration, and the
recent years [9]. Estimating the costs associated with cyber disposal of outdated hardware. Additionally,
security products is a critical aspect of cyber security planning organizations may need to invest in new cyber security
and management. However, this task is fraught with uncertainties products to replace those being decommissioned,
due to the dynamic and evolving nature of cyber threats, the adding to the overall cost.
complexity of cyber security products, and the diverse Estimating these costs is complicated by several factors,
environments in which they are deployed [8]. Unlike traditional including the unpredictability of cyber threats, the rapid pace of
products, cyber security products must continuously adapt to an technological change, and the variability in organizational needs
evolving threat landscape, where new vulnerabilities and attack and environments [10]. It means that a cyber security product
vectors emerge regularly. This requires ongoing updates, patches, may require extensive customization and integration efforts,
and upgrades, leading to unpredictable and often escalating which further complicates cost estimation. For example, the
operational costs over time. introduction of disruptive technologies, such as quantum
Cost estimation for cyber security products involves several computing, can render existing cyber security products obsolete,
key components: development costs, deployment costs, necessitating additional investments.
operational costs, and decommissioning costs. Each of these The need for specialized personnel to manage and maintain
components must be carefully assessed to provide an accurate cyber security products, combined with the scarcity of cyber
estimate of the total cost of ownership (TCO) for a cyber security security expertise, adds another layer of complexity to cost
product. forecasting. Furthermore, the consequences of underestimating
1. the costs must be carefully considered, as they are often Development Costs: These include the expenses
incurred during the design and creation of the cyber significant and far-reaching, potentially resulting in insufficient
security product. Development costs can vary widely protection and increased risk exposure. This contrasts with other
depending on the complexity of the product, the products, where cost overruns might primarily affect financial
technologies involved, and the level of expertise performance without posing immediate security risks. Therefore,
required. For example, developing an advanced threat the cost estimation of cyber security products must account for
detection system may involve significant investment in not only the tangible costs of development, deployment, and
research and development, including the use of maintenance but also the intangible costs associated with risk
machine learning algorithms, data analysis tools, and management and the potential impact of cyber incidents.
security protocols. Additionally, the need for To address these uncertainties, organizations must adopt a
compliance with industry standards and regulations flexible and adaptive approach to cost estimation. This may
can add to development costs, as products must be involve using scenario analysis, which considers different
designed to meet specific security requirements. potential future states and their impact on costs, as well as
2. incorporating risk assessments to identify and quantify potential Deployment Costs: Once a cyber security product is
developed, it must be deployed within the target cost drivers. Additionally, organizations should consider the total
environment. Deployment costs include the expenses cost of ownership over the entire lifecycle of the cyber security
related to integrating the product with existing systems, product, rather than focusing solely on upfront costs. This
configuring it to meet organizational needs, and approach ensures that all relevant costs are accounted for and
training personnel to use it effectively. In some cases, provides a more accurate estimate of the long-term financial
deployment may also involve significant infrastructure commitment required to maintain cyber security.
upgrades, such as installing new hardware or
enhancing network capabilities. These costs can be 2 METHODOLOGY substantial, particularly in large or complex
organizations with extensive IT environments. To address issues, this study employs a mixed-method approach.
3. Operational Costs: The ongoing operation of a cyber An extensive literature review is conducted. Relevant academic
security product generates costs related to maintenance, journals, industry reports, and government publications are
monitoring, and updates. Cyber security products must examined. Additionally, qualitative data is collected through
be continuously updated to address new threats and semi-structured interviews with key specialists and experts.
Cyber security is the practice of protecting individuals’ and COMPANIES VALUATION the belief that for a potential investor, a particular asset is worth as much as he can get income from that asset. The risk of the 3 REVENUE ESTIMATION AND The income method of technology valuation is grounded in
categorize the main components of cyber security into the indicated as the most appropriate for valuing technology for following areas: cyber security Governance, Policies, and which there is a high degree of confidence in the forecasts of Procedures, User Identity and Access Management, Network operating income. Security, Application Security, Data Protection, Business Market (comparative) methods of valuing intellectual Continuity and Disaster Recovery Plan, Education. The number property, on the other hand, involve estimating the value of of fields results in miscellaneous cyber security business models, technology based on a comparison to market transactions for reflecting various comprehensive solutions in the evolving similar assets. However, information on transactions for the landscape of cyber threats and swift pace of technological purchase or sale of intellectual property is rarely publicly advancement. The differences are both in revenue streams, cost available. Therefore, the method often uses an analogy with the devices, sensitive data, and financial assets against any digital determination of the period of economic usefulness of the valued attacks [3]. It refers to any technology, measure, or practice for technology. It is done based on projected cash flows discounted preventing cyberattacks or mitigating their impact. We could at an appropriate discount rate. The income method is most often organizations’ systems, networks, applications, computing Valuation of technology using the income approach requires business and the time value of money should be considered.
structures and scalability. valuation of technology companies, whose value depends largely
3.1 or entirely on the technology they own. The main shortcoming Cyber security business models
of this method is the inability to identify comparable technology.
We can distinguish three basic revenue streams: subscriptions, As a rule, each innovative technology is unique and has specific
professional services, and licensing [5]. In first case cyber parameters, which leads to limited possibilities of comparison to
security firms offer their services on a subscription basis, existing solutions known to date. providing continuous protection with regular updates and
steady and predictable revenue flow, development of customer sector relationships, mutually beneficial vendor relationships with The Market Multiples method is a key tool for valuing companies support in exchange for a recurring fee. This model ensures a 3.3 Companies’ valuation in cyber security
consulting, threat assessment, and response services. These firm by comparing it to similar private or recently acquired companies in the sector. Specifically, it focuses on two primary include penetration testing, incident response teams and security types of multiples: Revenue Multiple and EBITDA (Earnings audits. Finally, many companies operate under licensing model - focused on professional services as business model often offer in the cyber security industry. This approach involves valuing a major focus on customer procurement. Cyber security companies
selling licenses for proprietary security software or technology Before Interest, Taxes, Depreciation, and Amortization) Multiple. For startups (especially those that are pre-profit) the solution could be significant revenue stream, creates an easier Revenue Multiple is often more relevant. It compares the entry into foreign markets, does not require capital investment or company's value to its revenue, offering a perspective on how the presence of the licensor in new geographical regions. market values the revenue generated. For more mature
3.2 companies (with significant earnings), the EBITDA Multiple Classic technology valuation
provides a view of the company's value relative to its profitability
Tech spending as a percentage of revenue has increased from before accounting for financial and accounting factors.
3.28% in 2016 to 5.49% in 2023 [4]. With bigger budgets often Applying the Market Multiples method effectively requires a
comes increased oversight and expectations from the business- deep understanding of market trends and financial metrics
tech leaders are becoming thoughtful about allocating capital for specific to the cyber security sector. The rapidly evolving nature
tech investments. 2023 Deloitte research shows that 6 in 10 of cyber security, with frequent technological innovations and
executives struggle with measuring the value of these varying threat landscapes combined with investor confidence in
investments. The choice of an appropriate valuation method the sector's growth can significantly influence these multiples.
depends on the circumstances, scope, and purpose of the The most common purpose of technology valuation is the needs
valuation – the three main approaches concentrate on the cost, for commercialization of completed development work in R&D
market, and income. Units. It is determined as part of the commercialization of
Cost methods determine the value of intellectual property technology, the value of the sale to an external investor or in-kind
based on the historical cost of production or the estimated cost of contribution to a special purpose vehicle (SPV or Spin-off). Prior
replacement with assets of comparable utility. These methods to the commercialization of intellectual property, there is often a
involve considering any expenses that need to be incurred to need to determine the value of these intangible assets and whole
remanufacture the asset or replace it with an asset comparable to company. Another reason, also encountered, for the valuation of
the one being valued. Cost methods are applied mostly to technology is the need to recognize the fair value in the
unfinished or easily manufactured technologies. It is possible to accounting books. Less common are cases of estimating the
imagine situations in which a relatively considerable sum of value of technology for litigation, where it is required to
money has been spent on a technology that does not produce the determine the value of the subject matter of the dispute or under
anticipated benefits. In such a case, the valuation of technology collateral for financial instruments. In the case of cyber security
by the cost method may significantly overestimate its value, and technology and company valuations, it is useful to define the
income methods will come to the rescue. circumstances valuation determines purpose: accounting, market
(for the current owners or new investors) or liquidation. It would programmers and software developers, and there is no space for
be desirable to strike a balance between qualitative and discovering independent universal truths in the sense of
quantitative measures. breakthrough ideas or inventions. We observe the non-linear
contribution of the researcher to the development of the cyber
4 security product. For TTOs, this is an additional complication, IMPLICATIONS FOR TECHNOLOGY
the connection of the author to his work is strong, and the cyber
TRANSFER OFFICES security market forces not only close teamwork but also IT and
From the point of view of technology transfer and data professionals themselves are gaining in importance. Data
commercialization of scientific results, managing the process of stewards have a significant impact on the development of AI
new solution building using AI models is particularly difficult. models and thus cyber products. For TTO is a difficulty related
The problematic question of revenue estimation implies further to the progress and commercialization plans for a specific
issues related to the creation of licensing or distribution solution.
characteristics of AI models. First, there are several problems agreements; additional complications also arise from the very 4.3 Risks in license agreement
associated with the application and obtaining Intellectual Forming a license agreement for a product or solution using an
Property Rights (IPR) protection for such solutions. Secondly, AI model requires considering the strict characteristics of
cooperation with scientists is done in close cooperation with training AI models, the difficulty of determining milestones for
software developers, and scientific input is expected not in the model development, and the system of subscription or license
entire process. Third, the solutions for specific markets generate fees depending on the stage of learning or re-learning the model.
several difficulties in shaping models for licensing agreements The fundamental difficulty in estimating and establishing profit
for the cyber security industry. or revenue models depending on the development of machine
learning lies in the indefiniteness of the solution itself. Models
4.1 Intellectual Property Rights protection need successive iterations, the cost of software development
When considering patenting AI-related inventions, there is a changes, and the demand for certain solutions also changes,
need to answer the fundamental questions of whether inventions which makes it exceedingly difficult to forecast profits and build
qualify for patent protection. In European system, while a a model of fees and payments in a license agreement. The
computer program or software may not be patentable, artificial described problem of revenue estimation forces the adaptation of
intelligence and machine learning that serve or achieve a cyber security solutions using AI models of licensing agreements
technical purpose may be a desirable alternative. The newest and billing systems, a thorough reflection is needed in the society
EPO guidelines [2], require the mathematical methods and of technology transfer professionals on this subject.
training data used by an AI-related invention to be disclosed in
sufficient detail to reproduce the technical effect of the invention 5 CONCLUSION over the whole scope of the claims. To address these issues and
prepare a commercialization plan for the cyber security market, Developing a more precise and universally accepted definition of
Technology Transfer Offices should identify the territories for cyber security products is essential for standardizing cost and
patent protection for their AI inventions and assess whether such revenue estimation processes. Authors will focus on robust
inventions meet the relevant subject matter eligibility criteria. If methodologies to account for the non-linear contributions of
AI-related patent protection seems unfeasible and ineligible, R&D teams in cyber security, as current models are inadequate.
TTO should consider protection using trade secrets or other These areas will dictate the trajectory of future research, reducing
alternatives. Protecting rights to training data, AI output, and uncertainties in product finalization and financial forecasting.
other crucial training data requires attention, awareness, and
careful action. REFERENCES
[1] Science Council, August 2024, [2] Guidelines for Examination in the European Patent Office (2024),
AI is forcing a change in the attitude of scientists, from that of a ISBN 978-3-89605-361-9 [3] CISCO, August 2024, < https://www.cisco.com/site/us/en/learn/topics strict researcher to one that is far more oriented toward creating /security/what-iscyber security.html > a working IT system. In terms of describing the types of scientists [4] Global Technology Leadership Study, Deloitte 2023 [5] Cyber security Startup Valuation Report, Finro 2024 according to the Science Council, one can explain the change in [6] Diakun-Thibault, Nadia. (2014). Defining Cybersecurity . Technology attitude of the Explorer Scientist to the Developer Scientist [1]. Innovation Management Review. 2014. DOI: 10.22215/timreview/835 [7] Cains M.G., Flora Liberty, Taber Danica, King Zoe, and Henshel Diane. This reflects a commitment to the area of creating AI solutions (2021). Defining Cyber Security and Cyber Security Risk within a for specific and demanding markets. “The Explorer Scientists Multidisciplinary Context using Expert Elicitation . Risk Analysis. 42.
rarely focus on a particular outcome or impact, rather they want DOI: 10.1111/risa.13687. [8] Leszczyna Rafal and Litwin Adrian. (2020). Estimating the Cost of to know the next piece of the jigsaw of scientific understanding Cyber security Activities with CAsPeA: A Case Study and Comparative and knowledge. […] The Investigator Scientist digs into the Analysis. DOI: 10.1007/978-3-030-65610-2_17. [9] Radziwill Nicole. (2017). Cyber security Cost of Quality: Managing the unknown observing, mapping, understanding, and piecing Costs of Cyber security Risk Management . Software Quality together in-depth knowledge and data, setting out the landscape Professional. 19. DOI: 10.48550/arXiv.1707.02653
for others to translate and develop” [10] Basholli Fatmir and Juraev Davron. (2024). [1]. The scientist is needed Framework, tools and challenges in cyber security . 1. 96-106. DOI: at specific moments, the innovation forces seasonal involvement, 10.13140/RG.2.2.21009.24161 the product is created more as a result of collaboration with [11] America’s Cyber Defense Agency, August 2024, < https://www.cisa.gov >
Prospects for the Use of AI Tools in the Republican Centre
for Technology Transfer Network
Alexander Uspenskiy Aliaksei Uspenski Maxim Prybylski
Republican Centre for Republican Centre for Republican Centre for
Technology Transfer Technology Transfer Technology Transfer
Center for System Analysis and Center for System Analysis and Center for System Analysis and
Strategic Research of the National Strategic Research of the National Strategic Research of the National
Academy of Sciences of Belarus Academy of Sciences of Belarus Academy of Sciences of Belarus
Minsk, Belarus Minsk, Belarus Minsk, Belarus
uspenskiy@mail.ru auspen79@gmail.com m.pribylsky@hotmail.com
ABSTRACT documentation associated with files that will remain accessible even several years after the file is closed (the data is the The paper informs about services and information resources property of the client); provided by the Republican Centre for Technology Transfer – automation of interaction between all participants in (RCTT) to innovation activity agents and prospects for the use international cooperation; of AI tools in the RCTT Network in order to improve the – direct access to file information from anywhere where quality and speed of preparing profiles (technology there is an Internet connection, even from mobile devices and offers/requests, business offers/requests and R&D requests), smartphones. creating promotion and marketing content to find potential United Nations System White Paper on AI Governance [2] partners, drafting contracts, etc. suggests an increasing recognition of AI's role in amplifying the
KEYWORDS work of governments and international bodies. Additionally,
Gartner predicts a staggering 80% of project management tasks
Technology transfer (TT), AI, generative AI, technology will use AI by 2030 [3], a testament to the growing reliability
transfer offices (TTOs) and trust in AI technologies within structured operational
frameworks.
1 Since 2023 the use of AI in the work of technology transfer INTRODUCTION
offices (TTOs) has been regularly discussed at webinars of the
"Will AI be replacing people in the near future?" "It looks to me Association of University Technology Managers (AUTM).
like, and for a while, AI is much better at doing tasks than On May 5, 2023, a webinar "Generative AI has Arrived:
doing jobs. It can do these little pieces super well, but Essential Knowledge for TTOs" was held, which explained:
sometimes it goes off the rails. It can't keep very long What is generative AI? Why should you care? The current state
coherence. So, people are instead just able to do their existing of AI and applications, such as ChatGPT, that are already at
jobs way more productively, but you really still need the human your disposal. How you can implement these tools in your
there today." Sam Altman, CEO of Open AI. office, some of the most pressing risks and concerns your office
As noted in the UNECE White Paper on the use of Artificial might face, and a look into what's coming next.
Intelligence in Trade Facilitation [1], artificial intelligence (AI) On March 3, 2024, a webinar "The AI Enabled TTO" was
is an enabling technology impacting the global economy and held, where the use of AI by TTOs to improve the efficiency of
international trade. Combined with business-process-oriented their work was discussed, in particular to: automate routine
automation and more efficient data flow exchanges, AI further tasks, analyze market trends, assess competitors, assess
promises to lift barriers to international trade, stimulate growth intangible assets, speed up decision-making and optimize
in global electronic commerce and allow for better predictions resources.
and associations to inform policy decisions. On May 2, 2024, a webinar "Tailoring Your AI Tools for
The benefits of AI-based systems include: Tech Transfer Transformation" was held. This webinar explores
– reducing the time spent on working with one document by customizing AI tools to better support unique tech transfer
more than 80%; processes and goals.
– reducing the number of errors in procedures; Video recordings and presentations of these webinars can be
– creating centralized repositories of information and found on the Internet portal of AUTM [4].
Participation in the above webinars, as well as the analysis
Permission to make digital or hard copies of part or all of this work for personal or of publications [1–6] shows that, AI can be used in the work of
classroom use is granted without fee provided that copies are not made or
distributed for profit or commercial advantage and that copies bear this notice and the TTOs to:
the full citation on the first page. Copyrights for third-party components of this – improve the quality of profiles (technology offers/requests, work must be honored. For all other uses, contact the owner/author(s). business offers/requests and R&D requests) published in the TT Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
© 2024 Copyright held by the owner/author(s). networks;
– analyze big data to identify potential technologies for TT, the NAS of Belarus"; "New partnership opportunities", to
as well as to predict market trends and demand; present in real-time offers and requests from RCTT, NATT,
– monitor patents and publications – AI can monitor AUTM and EEN networks; "Catalogs"; "Manuals"; "Media";
publications and patents related to a particular technology to "Commercialization", with subsections "IP auctions",
assess interest from the scientific community and industry; "Investment and venture funds", "Crowdfunding" and
– search for technologies – use machine learning algorithms "Technoparks of Belarus"; "IP insurance"; "Legislation",
to search for and compare technologies, patents and research covering the laws and regulations applicable to innovation
results that can be commercialized or licensed; activity in Belarus and foreign countries, and others.
– automate processes – AI can help automate routine tasks RCTT provide services to more than 250 Belarusian state
such as technology and intangible asset assessment, document organizations, private enterprises and individuals. The National
management and licensing processes; Academy of Sciences, Belarusian State University, Belarusian
– predict risks – analyze risks and possible obstacles in National Technical University are among its clients. In 2003–
technology transfer using machine learning methods to predict 2024 with the support from RCTT more than 8500+ persons
the likelihood of project success; improved their skills in the filed of technology transfer at 650+
– improving communication – using chatbots or neural national and international events (workshops, conferences,
networks to interact with potential partners and clients. exhibitions).
RCTT is the coordinator of the Republican Center for
2 Technology Transfer Network which contains more than 3000 SERVICES AND INFORMATION
technology offers, technology requests, business offers,
RESOURCES PROVIDED BY THE business requests, and offers for cross-border R&D
REPUBLICAN CENTER FOR collaboration of Belarusian enterprises and organizations.
Tasks set for RCTT: INNOVATION ACTIVITY AGENTS – 1120+ cooperation offers from NASB organizations in Russian language and 1010+ in English language, TECHNOLOGY TRANSFER TO As of August 2024 the Internet portal of RCTT contains:
serving clients in the technology transfer sector; in Russian, English and Chinese, – provide RCTT clients with access to foreign technology – information about 250+ exhibitions, 50+ brokerage events, transfer networks; – create and maintain information databases meant for organizations of the National Academy of Sciences of Belarus – 45+ catalogs, presenting services and products of
promotion of their innovation and investment projects; where organizations of the NAS of Belarus took part (will take – train specialists in research- and innovation-related part) in 2019–2024, entrepreneurship; – 50+ educational materials in the field of IP management, – assist innovation activity agents in development and management, transfer and commercialization of technologies 210+ webinars and events in the field of intellectual property
unified national network of technology transfer centers; – establish RCTT offices across the country, to create a technology transfer and commercialization.
– promote international technical and scientific cooperation
and exchange of experts. 3 PROSPECTS FOR THE USE OF AI TOOLS RCTT is a consortium with the headquarters in Minsk that IN THE RCTT NETWORK comprises [7, 8]: RCTT plans to use AI tools to solve the following problems: – 5 regional offices and 30 branch offices at research – automation and improvement of the quality of profile organizations, institutes, universities, enterprises in Brest, preparation (technology offers/requests, business Vitsebsk, Homel, Hrodna, Lida, Minsk, Mahileu, Novapolatsk offers/requests and R&D requests); and other cities and towns across Belarus; – creation of promotion and marketing content to find – 98 foreign partners in 23 countries: Armenia (3), partners; Azerbaijan (2), China (25), the Czech Republic (2), Denmark – automatic scanning and analysis of Internet resources, (1), Germany (4), Georgia (1), India (1), Iran (1), Italy (1), scientific publications, patents, catalogs and other data sources Kazakhstan (6), Lithuania (1), Moldova (1), Poland (3), Russia to identify competitors and potentially valuable technologies; (25), South Africa (1), South Korea (4), Sweden (1), UK (2), – identification of technologies that can be successfully the USA (3), Ukraine (7), Uzbekistan (1), Vietnam (2); commercialized by matching the proposed technologies and – 2 overseas field offices in China. services with market needs; RCTT has implemented over 400 projects, including over – determination of optimal product promotion channels and 100 international projects funded by UNDP, UNIDO, CEI, EU, optimization of marketing strategies; the Swedish Institute, etc. – support of the negotiation process by providing RCTT experts are certified members of 14 foreign information on market prices, transaction terms, etc.; technology transfer networks. – monitoring and management of the commercialization RCTT offers its services to innovation activity agents in process. After a contract is concluded, AI can be used to track Belarus as well as foreign companies and investors. progress in commercializing the technology and identify RCTT has a web-portal [9], with several subject sections possible problems or opportunities; and databases such as: "Virtual exhibition of the NAS of – improvement of communication – use of chatbots or Belarus"; "Catalogue of innovation offers by organizations of neural networks to interact with potential partners and clients. A
chatbot is created to build a dialogue with the user. It simulates – Dataminr is a platform for monitoring news and social
a conversation between real people and can respond briefly to a media using machine learning. It allows you to discover events,
simple request or construct a complex conversation with a high trends and competitors that may be important for a specific
level of personalization. Neural networks are a type of machine business or research;
learning in which a computer program works on the principle of – Crayon is an online competitor and technology monitoring
the human brain, using various neural connections. A neural platform. It uses machine learning to automatically scan
network can be either a learning or self-learning system. websites, social media, and other data sources to provide
As part of the modernization and development of the insights into the competitive landscape and emerging
automated system of information support for innovation technologies;
activities and technology transfer in the NAS of Belarus (ASIS – Cortico is a data analysis tool that uses artificial
IATT), commissioned in December 2021 [10], on the basis of intelligence to process and classify information from various
which the RCTT network operates, the following work is sources, such as the Internet, news articles, and social media. It
planned: can help identify trends, competitors, and new technologies.
1. Analysis, selection and adaptation of AI models for Integration of AI tools into the ASIS IATT subsystems will
carrying out work aimed at integrating the selected AI models reduce time, labor, and technological costs and improve the
into the ASIS IATT subsystems; quality and speed of preparing profiles, creating promotion and
2. Integration of AI tools into the subsystems of the ASIS marketing content to find potential partners, and preparing
IATT. contracts in the RCTT Network.
Here are some examples of generative AI tools that can be
marketing content, scanning and analyzing Internet resources, 4 used when preparing profiles, creating promotion and CONCLUSIONS
and solving other problems: The paper informs about prospects for the use of AI tools in the
a) AI tools for profile descriptions and other texts could be: RCTT Network for reduce time, labor, and technological costs,
– OpenAI GPT-3 or Generative Pre-trained Transformer 3 is improve the quality and speed of services provided.
a powerful neural network model capable of generating text Examples of generative AI tools, that planned to be used in
based on provided contextual data. It can be used to the RCTT Network for preparing profiles, creating promotion
automatically generate technology descriptions, technical and marketing content, scanning and analyzing Internet
concepts, and other text materials; resources, preparing contracts, and solving other problems are
– IBM Watson Natural Language Generator is a tool that given.
allows you to automatically generate text based on specified
templates and parameters. It can be used to create descriptions
of technology features, product specifications, and other
technical materials; ACKNOWLEDGMENTS – Copy.ai is a platform that provides a wide range of tools We would like to thank the National Academy of Sciences of for generating text content, including descriptions, headlines, Belarus and the State Committee on Science and Technology of articles, and more. It can be used to create excellent the Republic of Belarus for their constant support of RCTT descriptions of technologies and products; activities and express gratitude to all our colleagues who work – Jasper (Adobe's AI Copywriting Assistant) is a tool that in technology transfer for their help and advice. uses AI to generate text that can be used to create technology
descriptions, blogs, and advertising materials;
– ChatGPT by OpenAI is a generative neural network model
user input. It can be used to chat with the user, provide [1] that can hold a conversation and generate text content based on REFERENCES information about technology, and answer questions; Sray Agarwal (Ed.). 2023. UNECE White Paper on the use of Artificial
Intelligence in Trade Facilitation. UNECE – UN/CEFACT.
– Writesonic is another AI-powered writing assistant that [2] Inter-Agency Working Group on Artificial Intelligence (IAWG-AI).
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analysis of the UN system's institutional models, functions, and existing
users generate long-form content efficiently. – Nations System. ShortlyAI is an AI writing assistant focused on helping [3] Katie Costello. 2019. Gartner Says 80 Percent of Today's Project efficiently; international normative frameworks applicable to AI governance. United
Management Tasks Will Be Eliminated by 2030 as Artificial Intelligence
available to automatically scan, analyze, and identify b) There are a number of AI and machine learning tools Takes Over (March 20, 2019). Retrieved September 11, 2024 from https://www.gartner.com/en/newsroom/press-releases/2019-03-20- gartner-says-80-percent-of-today-s-project-management. competitors and potentially valuable technologies. Here are [4] AUTM. Webinar Library. Retrieved from https://imis.autm.net/customer/customer/Ext/Webinar_Library.aspx some of them: [5] Berna Uygur, Steven M. Ferguson. 2024. Will Artificial Intelligence – Scite.ai is a platform for analyzing research articles and Shape The Future Of Technology Transfer? A Guide For Licensing
academic publications using AI. It allows you to identify Professionals. Retrieved September 11, 2024 from https://www.techtransfer.nih.gov/sites/default/files/documents/Ferguson connections between studies, evaluate their reliability, and find %20-%20les%20Nouvelles%20Vol%20LIX%20no%201%20pp%201- new technological directions; 11%20(March%202024)%5B2%5D.pdf. [6] Ming-Hui Huang, Roland T. Rust. 2021. A strategic framework for – PatSnap is an AI-powered patent and intellectual property artificial intelligence in marketing. Retrieved September 11, 2024 from scanning tool that helps you research competitors, identify new https://link.springer.com/article/10.1007/s11747-020-00749-9.
technologies, and assess their business potential;
[7] Успенский А.Ал. 2024. Республиканский центр трансфера
технологий: 20 лет в национальной инновационной системе
(история развития, структура, методология, деятельность,
перспективы). Центр системного анализа и стратегических
исследований НАН Беларуси, Минск. ISBN 978-985-6999-29-4.
[8] Alexander Uspenskiy, Aliaksei Uspenski and Maxim Prybylski. 2021.
Technology Transfer in Belarus. In Proceedings of the 24th International
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October 2021, Ljubljana, Slovenia. 62–64. ISBN 978-961-264-224-2
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[9] Republican Centre for Technology Transfer. Retrieved from
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[10] Григянец Р.Б., Успенский А.А., Венгеров В.Н. 2023. Формирование
и ведение единого информационного ресурса по обеспечению
инновационной деятельности и трансфера технологий в НАН
Беларуси. Материалы конференции "Развитие информатизации и
государственной системы научно-технической информации
(РИНТИ-2023)" 16 ноября 2023. Минск. Беларусь. 164–167.
Zbornik 27. mednarodne multikonference
INFORMACIJSKA DRUŽBA – IS 2024
Zvezek F
Proceedings of the 27th International Multiconference
INFORMATION SOCIETY – IS 2024
Volume F
Demografske in družinske analize
Demographic and Family Analyses
Uredniki / Editors
Janez Malačič, Mari Jože Osredkar, Matjaž Gams
http://is.ijs.si
7. oktober 2024 / 7 October 2024
Ljubljana, Slovenia
PREDGOVOR
Demografska vprašanja postajajo čedalje pomembnejša za Slovenijo, Evropo, svet. Poleg
prenaseljenosti se pogosto pojavljajo teze kot pretirana migracija in depopulacija, vse pa se
demonstrirajo kot resen politični in gospodarski izziv.
Slovenija, podobno kot mnoge evropske države, se sooča s posledicami nizke rodnosti in
staranja prebivalstva, kar močno vpliva na delovno silo, socialno varnost in produktivnost.
Poleg tega obsežne migracije ustvarjajo dodatne pritiske na politične in socialne strukture v
Sloveniji, Evropi in ZDA. Naraščanje svetovne populacije je bilo zadnjih sto let eksponentno,
a ta rast se upočasnjuje, zato depopulacija morda ni več tako nujna kot pred desetletji.
Kljub splošnemu prepričanju, da na demografske trende ni mogoče bistveno vplivati, izjemne
demografske spremembe niso prišle same od sebe. Z ustreznimi politikami in inovativnimi
pristopi lahko vplivamo na demografske razmere ter jih prilagodimo, da bodo najboljše za
ljudi in celotno človeško civilizacijo. Zavedanje o nujnosti iskanja primernih rešitev je
ključno, saj tako prenaseljenost kot depopulacija s sabo prinašata številne negativne posledice,
kot so problemi delovne sile, izzivi pri vzdrževanju socialnih sistemov in upad gospodarske
rasti.
Migracijski pritiski poudarjajo potrebo po uravnoteženih in trajnostnih politikah, ki hkrati
naslavljajo migracijske tokove ter ohranjajo socialno in kulturno kohezijo. Slovenija, ki je
obdana z dinamičnimi migracijskimi tokovi, se sooča z izzivom integracije priseljencev,
hkrati pa želi ohraniti jezik, nacionalno identiteto in družbeno stabilnost. To zahteva
učinkovite politike, ki bodo omogočale uspešno prilagoditev spremenjenim demografskim
razmeram.
V tem kontekstu je razumevanje in obvladovanje demografskih trendov nujno. Prilagodljive
politike, inovativne rešitve ter sodelovanje med strokovnjaki, politiki in družbo so ključni
elementi, ki nam lahko pomagajo soočiti se s spreminjajočim se demografskim okoljem. Po
mnenju nekaterih strokovnjakov bo že v nekaj desetletjih v številnih evropskih državah prišlo
do dramatičnega demografskega obrata, kjer bo avtohtono prebivalstvo postalo manjšina. V
nekaj stoletjih bi lahko prišlo celo do izumrtja malih evropskih narodov, kar predstavlja resen
izziv za ohranjanje kulturne in jezikovne raznolikosti ter identitete evropskih držav.
Prispevki na konferenci ponujajo osnovo za poglobljeno razpravo o teh ključnih vprašanjih s
poudarkom na Sloveniji, Evropi in globalnem kontekstu. Naš cilj je združiti strokovnjake in
odločevalce, da skupaj raziskujejo strategije za učinkovito soočanje s kompleksnimi
demografskimi izzivi in tako prispevajo k boljši prihodnosti za vse.
S skupnimi prizadevanji in izmenjavo znanja lahko oblikujemo trajnostne in učinkovite
rešitve, ki bodo prispevale k dolgoročnemu demografskemu razvoju.
Janez Malačič, Mari Osredkar, Jože Sambt in Matjaž Gams
FOREWORD
Demographic issues are becoming increasingly important for Slovenia, Europe, and the
world. In addition to overpopulation, topics such as excessive migration and depopulation
frequently arise, manifesting as serious political and economic challenges.
Like many European countries, Slovenia faces the consequences of low birth rates and an
aging population, which significantly impact the labor force, social security, and productivity.
Furthermore, large-scale migrations create additional pressures on political and social
structures in Slovenia, Europe, and the United States. While the global population has grown
exponentially over the last hundred years, this growth is slowing, suggesting that
depopulation may no longer be as urgent as it was decades ago.
Despite the common belief that demographic trends cannot be significantly influenced, major
demographic changes did not occur on their own. With appropriate policies and innovative
approaches, we can influence demographic conditions and adapt them to be the most
beneficial for people and human civilization. Recognizing the urgency of finding suitable
solutions is essential, as overpopulation and depopulation bring numerous negative
consequences, such as labor force issues, challenges in maintaining social systems, and
declining economic growth.
Migration pressures emphasize the need for balanced and sustainable policies that address
migration flows while maintaining social and cultural cohesion. Slovenia, surrounded by
dynamic migration flows, faces the challenge of integrating immigrants while striving to
preserve its language, national identity, and social stability. This requires effective policies
that will enable successful adaptation to changing demographic conditions.
In this context, understanding and managing demographic trends is crucial. Flexible policies,
innovative solutions, and cooperation between experts, policymakers, and society are key
elements that can help us face the changing demographic environment. According to some
experts, within just a few decades, many European countries will experience a dramatic
demographic shift where the indigenous population may become a minority. In a few
centuries, this could even lead to the extinction of small European nations, presenting a
serious challenge to preserving cultural and linguistic diversity and the identity of European
states.
The contributions at this conference provide a foundation for in-depth discussions on these
critical issues, with a focus on Slovenia, Europe, and the global context. Our goal is to bring
together experts and policymakers to jointly explore strategies for effectively addressing
complex demographic challenges and thus contribute to a better future for all.
Through collective efforts and the exchange of knowledge, we can shape sustainable and
effective solutions that will contribute to long-term demographic development.
Janez Malačič, Mari Osredkar, Jože Sambt, and Matjaž Gams
PROGRAMSKI ODBOR / PROGRAMME COMMITTEE
Janez Malačič, predsednik
Mari Osredkar, sopredsednik
Matjaž Gams, organizator
Jože Sambt
Drago Čepar
Christian Gostečnik
Majda Černič Istenič
Boštjan Kerbler
Karin Kasesnik
Dušan Kidrič
Marko Krevs
Tomaž Merše
Janja Pečar
Janja Povhe
Jože Ramovš
Milivoja Šircelj
Petronela Vertot
Božidar Voljč
Razvoj empatije, vloga spola in socialne vrednote pri
mladostnikih
The Development of Empathy, the Role of Gender, and
Social Values in Adolescents
Barbara Simonič
Katedra za zakonsko in družinsko terapijo ter psihologijo in sociologijo religije
Teološka fakulteta, Univerza v Ljubljani
Ljubljana, Slovenija
barbara.simonic@teof.uni-lj.si
Povzetek states of others, is of paramount importance during this
developmental period. The development of empathy in
V obdobju mladostništva se mladi srečujejo z vrsto izzivov in adolescents has a significant impact on not only their
sprememb, ki oblikujejo njihovo osebnost, vrednote in socialne interpersonal relationships but also the formation of their social
spretnosti. Empatija, kot sposobnost razumevanja in deljenja values, which are essential for the maintenance of a healthy and
čustev drugih, ima v tem obdobju ključno vlogo. Razvoj empatije cohesive society. Social values represent the fundamental
pri mladostnikih ne vpliva samo na njihove medosebne odnose, principles that inform the behaviour of individuals and groups
temveč tudi na oblikovanje njihovih socialnih vrednot, ki so and are instrumental in the formation of social order. The values
bistvene za zdravo in povezano družbo. Socialne vrednote so of solidarity, respect and justice are of significant importance in
temeljni principi, ki usmerjajo vedenje posameznikov in skupin the formulation of solutions to demographic challenges, life the
Vrednote, kot so solidarnost, spoštovanje in pravičnost, so comparative analysis of cognitive and emotional empathy among pomembne pri iskanju rešitev za demografske izzive, kot so npr. adolescents, based on the findings of a survey conducted among ter so ključnega pomena za oblikovanje družbenega reda. ageing of populations and migration. This paper presents a
staranje prebivalstva in migracije. V prispevku s pomočjo 231 adolescents in Greece, Slovenia and Portugal. It is evident
rezultatov raziskave, ki je vključevala 231 mladostnikov iz that adolescents achieve higher levels of cognitive empathy
Grčije, Slovenije in Portugalske, prikazujemo razlike v compared to emotional empathy. Girls score higher on both types
kognitivni in čustveni empatiji pri mladostnikih. Razvidno je, da of empathy. These findings highlight the necessity for tailored
mladostniki dosegajo višjo stopnjo kognitivne empatije v approaches to social values education and the promotion of
primerjavi z emocionalno. Dekleta dosegajo višje rezultate pri empathy according to gender, which is crucial to effectively
obeh vrstah empatije. Te ugotovitve poudarjajo potrebo po address demographic change and promote social inclusion and
prilagojenih pristopih pri vzgoji za socialne vrednote in understanding of others among adolescents. spodbujanju empatije glede na spol, kar je ključno za učinkovito
soočanje z demografskimi spremembami, za spodbujanje Keywords socialne vključenosti in za razumevanje drugih med mladostniki.
Adolescence, social change, cognitive empathy, emotional
Ključne besede empathy
Adolescenca, družbene spremembe, kognitivna empatija,
emocionalna empatija 1 Socialne vrednote in soočanje z
Abstract demografskimi spremembami
Adolescence is a period of significant transition and change, Socialne vrednote so temeljni principi in prepričanja, ki usmerjajo vedenje posameznikov in skupin v družbi. during which young people encounter a range of challenges and Opredeljene so kot standardi, ki jih posamezniki in družbene experiences that influence the development of their personality, skupine uporabljajo za opredelitev osebnih ciljev ter bistveno values and social skills. The capacity for empathy, defined as the oblikujejo naravo in obliko družbenega reda v kolektivu, tj. kaj ability to comprehend and vicariously experience the emotional je sprejemljivo in kaj ne, kaj mora biti in kaj ne, kaj je zaželeno
in kaj ne [1]. Te vrednote vključujejo spoštovanje, enakost,
Permission to make digital or hard copies of part or all of this work for personal or svobodo, pravičnost, solidarnost, odgovornost in empatijo [2].
classroom use is granted without fee provided that copies are not made or distributed
for profit or commercial advantage and that copies bear this notice and the full Vrednote so vir konkretnih smernic za ravnanje v praktičnih
citation on the first page. Copyrights for third-party components of this work must situacijah vsakdanjega življenja. Tesno so povezane s sorodnimi
be honored. For all other uses, contact the owner/author(s). pojmi, kot so stališča, prepričanja in norme, saj vplivajo nanje.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
© 2024 Copyright held by the owner/author(s). Na vrednotah temeljijo temeljna prepričanja, na tem stališča in
https://doi.org/10.70314/is.2024.dem.1 norme, od tod izvirajo vedenjske namere in na koncu samo
vedenje [3]. Socialne vrednote so ključnega pomena za [12]. Koncept družbene empatije, ki združuje individualno
oblikovanje vedenja in odločitev, tudi ob soočanju z empatijo, razumevanje konteksta in družbeno odgovornost,
demografskimi spremembami, ki prinašajo veliko izzivov. zagotavlja okvir za obravnavanje strukturnih neenakosti in
Vrednote, kot so solidarnost, spoštovanje in pravičnost, spodbujanje družbene pravičnosti [13]. Te ugotovitve poudarjajo
usmerjajo pri iskanju rešitev za staranje prebivalstva, migracije pomen empatije in vrednot pri spodbujanju prosocialnega
in spreminjajočo se družbeno strukturo. Z močnimi socialnimi vedenja in trajnostnih odnosov med ljudmi in naravo, tudi v
vrednotami lahko spodbujamo medgeneracijsko sodelovanje, kontekstu soočanja z izzivi in različnostjo, ki jih prinašajo
vključevanje marginaliziranih skupin in pravično porazdelitev demografske spremembe.
virov. Te vrednote pomagajo graditi kohezivne skupnosti, kjer so
posamezniki pripravljeni prispevati k skupnemu dobremu, sicer
se krepi nelagodje in tesnoba ob soočanju z različnostjo [4]. Zato 3 Mladostnik, socialne vrednote in empatija
je krepitev socialnih vrednot nujna za trajnostno in pravično Mladostništvo je kritično obdobje za razvoj identitete in tudi
prilagajanje demografskim spremembam. oblikovanje in ponotranjenje vrednot, kjer sta značilni vse večja
notranja skladnost in stabilnost [14]. Na vrednote, ki usmerjajo
2 Empatija in njen družbeni pomen vplivajo kulturni, družbeni in verski dejavniki [15, 16]. Razvoj mladostnikovo vedenje in oblikujejo družbene interakcije,
Empatija, kot socialna vrednota, igra ključno vlogo v vrednot v mladostništvu vključuje neprekinjen cikel notranjega
medsebojnem razumevanju in podpori v sodobni družbi ter se vse potrjevanja z izbiro in udejanjanjem ciljev ter zunanjega
bolj uveljavlja kot temelj medosebnih odnosov in skupnostnega potrjevanja s socialno primerjavo med vrstniki [17].
sobivanja. Po definiciji gre pri empatiji za sposobnost, da Raziskave kažejo, da so vrednote mladostnikov tesno
razumemo in občutimo čustva ter izkušnje drugih ljudi [5]. Pri povezane z njihovo socialno kompetentnostjo in prilagoditvijo.
tem zasledimo dve različni, a med seboj povezani komponenti Socialne vrednote igrajo pomembno vlogo pri tem, saj vplivajo
empatije: kognitivno in emocionalno. Kognitivna empatija se na njihovo vedenje, odnose in odločanje. Vrednote, kot so
nanaša na sposobnost razumevanja perspektive, misli ali čustev spoštovanje, empatija, pravičnost in odgovornost, pomagajo
druge osebe na intelektualni ravni. Vključuje razumevanje mladostnikom razumeti njihov položaj v družbi in pomembnost
mentalnega ali čustvenega stanja druge osebe, ne da bi nujno prispevanja k skupnemu dobremu. Mladostniki, ki internalizirajo
delili ali doživljali to stanje. Emocionalna empatija je sposobnost pozitivne socialne vrednote, kažejo višjo stopnjo empatije in
deljenja in doživljanja čustev druge osebe na način, kot da bi bila sodelovanja [18]. Ti mladostniki so bolj verjetno vpleteni v
ta čustva lastna, pri tem pa sega onkraj zgolj golega razumevanja prostovoljne dejavnosti in imajo manj konfliktov z vrstniki, kar
[6]. kaže na pomembnost socialnih vrednot pri spodbujanju zdravega
Empatija, zlasti kognitivna, omogoča posameznikom, da socialnega vedenja [19]. Poleg tega socialne vrednote pomagajo
bolje razumejo perspektive drugih, kar je ključno za mladostnikom krmariti skozi zapletene družbene izzive, kot so
vzpostavljanje medsebojnega zaupanja in sodelovanja. Empatija pritiski vrstnikov in moralne dileme [20].
pomaga tudi pri zmanjševanju konfliktov in povečanju socialne Empatija ima v mladostništvu več pomembnih vidikov.
kohezije v družbi [7]. Največja tegoba sodobnega sveta je morda Pomembna je za povezovanje z drugimi, vzpostavljanje in
pomanjkanje empatije, kar vodi v individualizem in egoizem. krmarjenje v odnosih: empatija služi kot most, ki spodbuja
Ljudje pogosto pričakujejo, da bodo drugi čustvovali in razumevanje in povezovanje z vrstniškimi skupinami in
razmišljali tako kot oni, kar vodi v nestrpnost in razočaranje. družinskimi člani mladostnikov [21, 22]. Empatija je pomembna
Empatija nas uči, da je vsak posameznik drugačen in ga je treba za reševanje konfliktov, saj posameznikom omogoča
spoštovati ter jemati resno. Zahodna večkulturna družba pogosto razumevanje perspektiv in čustev drugih. To posledično olajša
pojmuje empatijo kot most za demokratični dialog, saj omogoča učinkovito komunikacijo in pogajalske veščine [23]. Empatija je
preseči egocentrični pogled na svet in zavzeti sociocentrični tesno povezana s prosocialnim vedenjem, vključno z dejanji
pogled, ki vključuje tudi druge [8]. prijaznosti in altruizma. Mladostniki z dobro razvitim občutkom
Empatija torej ni le individualna lastnost, ampak ključen empatije se pogosteje vključujejo v dejavnosti, ki koristijo
gradnik, ki oblikuje našo kolektivno identiteto in družbeno drugim, ter tako prispevajo k pozitivni in podporni skupnosti
strukturo. Dejavna empatija je ključna za socialni in moralni [24]. Za najstniška leta so značilne povečane čustvene izkušnje
razvoj posameznika. Kot socialna bitja potrebujemo socialne in razvijanje spretnosti čustvenega uravnavanja. Empatija
vezi za fizično in čustveno preživetje. Empatija pomaga mladostnikom pomaga prepoznati in razumeti lastna čustva in
usklajevati dejanja posameznikov, razumeti misli in namene čustva drugih, kar vodi k boljšemu čustvenemu uravnavanju in
drugih ter spodbuja solidarnost [9]. Pomaga pri oblikovanju mehanizmom spoprijemanja [25, 26]. Učinkovita komunikacija
trajnih socialnih vezi, spodbuja altruistično vedenje in preprečuje je temelj uspešnih odnosov. Empatija mladostnikom omogoča,
medosebno nasilje [8]. Pomembno je tudi zavedanje, da empatija da se uglasijo s čustvi, ki so v ozadju verbalnih in neverbalnih
omogoča prepoznati, kdaj so naša dejanja do drugih škodljiva, znakov, kar omogoča natančnejšo in sočutnejšo komunikacijo
kar nam omogoča, da ta dejanja popravimo [10]. [27].
Raziskave kažejo na močno povezavo med empatijo, Raziskave dosledno kažejo pozitivno povezavo med
socialnimi vrednotami in prosocialnim vedenjem. Empatija, empatijo, prosocialnim vedenjem in socialnim razumevanjem pri
zlasti čustvena empatija, je pozitivno povezana z altruističnimi mladostnikih. Empatija, zlasti empatična skrb, je močan
vrednotami, negativno pa z vrednotami, ki so usmerjene samo na napovedni dejavnik prosocialnega vedenja [28]. Razlike med
posameznika [11]. Ta povezava se ujema s hipotezo o empatiji spoloma so očitne, saj dekleta na splošno izkazujejo višjo stopnjo
in altruizmu. Empatija in relacijske vrednote so tesno prepletene empatije in prosocialnega vedenja kot fantje [28, 29]. Te
ugotovitve opozarjajo na zapleteno prepletanje med empatijo, in kognitivni empatiji pri mladostnikih in utemeljuje smiselnost
socialnim razumevanjem in prosocialnim vedenjem v razvoju upoštevanja različnih izhodišč pri vključevanju empatije v
mladostnikov. odzivanju mladostnika na zaznane družbene probleme in
potrebe.
4 Razvoj empatije v mladostništvu 5.1 Metoda
Razvoj empatije v mladostništvu je zapleten in večplasten 5.1.1 Udeleženci. V raziskavi je sodelovalo 231 mladostnikov,
proces, ki vključuje čustvene, kognitivne in vedenjske od tega 43,7% fantov in 56,3% deklet. Njihova povprečna starost
komponente. V obdobju mladostništva se razvoj empatije je bila 16,11 let (Min. 14; Max. 20; SD = 1,185).
bistveno spremeni in ima ključno vlogo pri oblikovanju socialnih 5.1.2 Pripomočki in postopek. Za merjenje stopnje kognitivne
interakcij in prosocialnega vedenja. Raziskave kažejo, da se in čustvene empatije je bil uporabljen Vprašalnik z za merjenje
empatija običajno povečuje od otroštva do mladostništva [27] in mladostnikove empatije in sočutja - AMES (ang. Adolescent
naprej v odraslost [30]. V zorenju nevronskih mrež in čustvenih Measure of Empathy and Sympathy) [34]. Instrument je
odzivov se že zgodaj pojavijo razlike med spoloma in vplivajo zasnovan za merjenje in razlikovanje kognitivne, emocionalne
na razvoj empatije [31]. empatije in sočutja/simpatije (te dimenzije v našo raziskavo
Pot razvoja empatije od zgodnjega mladostništva do nismo vključili). Udeleženci so posamezne trditve ocenjevali na
odraslosti ostaja nepopolno opisana, saj obstajajo notranji lestvici od 1 (nikoli) do 5 (vedno). Višji rezultati na posamezni
(biološki, kognitivni) in zunanji (socialni in okoljski) dejavniki, lestvici pomenijo višjo stopnjo kognitivne oz. čustvene empatije.
ki oblikujejo empatijo v mladostništvu. Kar raziskave Koeficient zanesljivosti (Cronbachov alfa) za dimenzijo
konsistentno omenjajo, je značilna razlika v stopnji empatije kognitivne empatije je znašal ɑ = 0,748, za dimenzijo
(tako čustvene kot kognitivne) glede na spol, kar je tudi emocionalne empatije pa ɑ = 0,767.
pomemben dejavnik pri na empatiji oblikovanem odnosu do Raziskava je bila izvedena v okviru ene izmed faz projekta
družbe in okolja. »Using virtual reality for inclusive and action-oriented empathy
Raziskave [32, 33] kažejo na razlike med spoloma pri razvoju in schools« (VR4Empathy) [35], katerega namen je oblikovati,
kognitivne (in čustvene) empatije. Čeprav tako fantje kot dekleta preizkusiti in razširiti ozaveščeno uporabo virtualne resničnosti
na splošno doživljajo rast empatičnih spretnosti, dekleta pogosto za razvoj kognitivne empatije v šolah ter tako povečal kakovost
kažejo nekoliko zgodnejši in naprednejši razvoj kognitivne in vključenost digitalnega izobraževanja na ravni EU. Projekt
empatije v mladostništvu. Pri dekletih se kognitivna empatija temelji na stičišču najsodobnejših raziskav VR, psihologije in
začne povečevati pri 13 letih. Čustvena empatija ostaja izobraževanja ter predlaga v prihodnost usmerjen pristop na
razmeroma visoka in stabilna v celotnem obdobju odraščanja. Pri ravni EU, ki bo zagotovil znanja in vire za uporabo VR kot
fantih se kognitivna empatija začne povečevati pri 15 letih. Med izobraževalne podpore pri poučevanju tem v več učnih načrtih,
13. in 16. letom pride do začasnega upada čustvene empatije, ki ki zajemajo teme, povezane z evropskimi zgodovinskimi dejstvi,
pa se v poznih najstniških letih ponovno vzpostavi. Upad skupnimi evropskimi socialnimi vrednotami ter evropskim
čustvene empatije pri mladostnikih je lahko delno povezan s državljanstvom in različnostjo, razvijajo kognitivno empatijo in
hkratnim povečanjem ravni testosterona. Povečanje ravni izboljšujejo učinkovitost učnih izkušenj. Udeleženci so v tej fazi
testosterona je povezano z željo po prevladi in moči nad drugimi poleg stopnje empatije ocenjevali še svoje digitalne kompetence
in ni težko razumeti, da so ti interesi pogosto v nasprotju s ter motivacijo za uporabo virtualne tehnologije v učnem procesu.
sposobnostjo sočutja in razumevanja drugih. Čeprav torej fantje Udeleženci iz treh sodelujočih držav (Grčija, Slovenija,
začenjajo razvijati kognitivne sposobnosti empatije in se Portugalska) so izpolnili vprašalnik v spletni obliki. Anketiranje
teoretično lahko postavijo v čevlje nekoga drugega, bodo morda je potekalo aprila 2024. Rezultate smo izračunali z uporabo
težje ravnali v skladu s tem, zlasti v skupinskih situacijah. Te programskega paketa SPSS 20.
ugotovitve poudarjajo dinamično in spolno pogojeno naravo
razvoja empatije v mladostništvu [28]. 5.2 Rezultati in razprava
Mladostniki so na vprašalniku AMES, ki razlikuje med
5 Raziskava: Razlike v čustveni in kognitivni emocionalno in kognitivno empatijo, dosegli višjo stopnjo
empatiji pri mladostnikih empatijo (M = 4,8). Na vsaki lestvici je bilo mogoče doseči kognitivne empatije (M = 10,2) v primerjavi z emocionalno
Razlike med spoloma v razvoju empatije v mladostništvu so največ 20 točk.
lahko pomembne za razvoj prosocialnega vedenja, saj empatija Razlike v stopnji kognitivne in emocionalne empatije so
igra ključno vlogo pri motivaciji posameznikov za pomoč vidne tudi glede na spol. Fantje (N = 101) so v povprečju pri
drugim in pri oblikovanju moralnih stališč. Razumevanje, kako kognitivni empatiji (M = 10,5) dosegli manj točk kot dekleta (N
se empatija razvija različno pri dečkih in deklicah, lahko osvetli = 130; M = 12,7). Prav tako so pri emocionalni empatiji fantje
mehanizme, ki spodbujajo ali zavirajo prosocialno in socialno (M = 3,3) dosegli manj točk kot dekleta (M = 9,0) (Slika 1).
odgovorno vedenje pri mladostnikih. Zato je smiselno zavedanje Preverili smo tudi, ali so te razlike statistično pomembne, za kar
teh razlik, da bi razvili učinkovite strategije za spodbujanje smo uporabili Mann-Whitneyev U-test, saj se podatki niso
prosocialnega vedenja pri obeh spolih in tako prispevali k bolj distribuirali normalno. Rezultati so pokazali, da so pri
sodelujoči in sočutni družbi. Za osvetlitev teh razlik mladostnikih glede na spol razlike v kognitivni (p =,000) in
predstavljamo rezultate raziskave, ki, tako kot številne druge emocionalni empatiji (p =,000) statistično pomembne. Dekleta
raziskave, prikazuje in potrjuje razlike med spoloma v čustveni dosegajo statistično pomembno višjo stopnjo kognitivne
empatije v primerjavi s fanti. Prav tako dekleta dosegajo Raziskave o empatiji in socialnih vrednotah pri mladostnikih
statistično pomembno višjo stopnjo emocionalne empatije v poudarjajo njen ključen pomen za razvoj socialnih kompetenc in
primerjavi s fanti. pozitivnih družbenih odzivov. Empatija se v mladostništvu
običajno povečuje, pri čemer je pri dekletih praviloma višja kot
pri fantih. Tako kognitivna kot čustvena empatija prispevata k
15 12,7 razvoju socialne kognicije in vplivata na interakcije
10,5 10,2
10 9,0 mladostnikov z različnimi perspektivami v družbi [36]. Razvoj
4,8 empatije v adolescenci napoveduje socialne kompetence v
5 3,3 odrasli dobi, vključno s komunikacijskimi spretnostmi in
zadovoljstvom v odnosih [27]. Spodbujanje in krepitev empatije
0 lahko predstavlja pomembno izhodišče za programe
KOGNITIVNA EMPATIJA EMOCIONALNA opolnomočenja mladostnikov, kar lahko prinese dolgoročne
EMPATIJA družbene koristi. Razumevanje razlik v empatiji med spoloma v
FANTJE obdobju najstništva omogoča bolj ciljno usmerjene pristope v DEKLETA VSI MLADOSTNIKI
vzgoji za socialne vrednote in učinkovitejše soočanje z
demografskimi spremembami, saj lahko prilagodimo strategije
Slika 1. Povprečne vrednosti kognitivne in emocionalne in programe, ki spodbujajo enakopravnost, povezanost in
empatije po spolu pri mladostnikih medsebojno razumevanje med mladostniki.
Rezultati kažejo, da so v splošnem sposobnosti kognitivne Zahvala
empatije pri mladostnikih boljše v primerjavi z emocionalno Financirano s strani Evropske unije. Izražena stališča in mnenja
empatijo, kjer so vrednosti precej nizke. To pomeni, da so so zgolj stališča in mnenja avtorja(-ev) in ni nujno, da odražajo
mladostniki razmeroma sposobni pri razumevanju perspektive stališča in mnenja Evropske unije ali Evropske izvajalske
ali čustvenega stanja druge osebe na intelektualni ravni, medtem agencije za izobraževanje in kulturo (EACEA). Zanje ne moreta
ko so njihove sposobnosti dejanskega deljenja in doživljanja biti odgovorna niti Evropska unija niti EACEA. čustev druge osebe razmeroma nizke. Pri kognitivni empatiji
dekleta dosegajo višje povprečne vrednosti v primerjavi s fanti, Literatura
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DOI:http://dx.doi.org/10.18231/j.ijashnb.2024.002.
Prednosti IKT tehnologije pri pouku športne vzgoje
Advantages of ICT technology in physical education
lessons
Polona Rajher
III. Gimnazija
Maribor, Slovenija
polona.rajherl@gmail.com
Abstract / Povzetek are often confronted with the importance of healthy eating in our
learning system, and healthy eating is often a topic in the media.
V prispevku je predstavljeno, kako se lahko s pomočjo IKT Despite the frequent mention of the importance of a healthy diet,
tehnologije lotimo izziva prekomerne telesne teže dijakov in research has shown that adolescents often resort to unhealthy
dijakinj ter spregovorimo o pomenu zdrave prehrane in presnove, foods. More than half of the adolescents surveyed said they were
ki je v času odraščanja za mladostnike ključnega pomena. eating healthy, but the results showed that only 28% actually did.
Mladostniki se v našem učnem sistemu pogosto srečajo s Consumers often buy food at the store based on the appearance
pomenom zdrave prehrane, prav tako pa je zdrava prehrana of the packaging, and adolescents are even more receptive to the
pogosto tema v medijih. Kljub pogostemu omenjanju pomena visual appearance and advertising of a particular product. As a
zdrave prehrane, je raziskava pokazala, da mladostniki result, unhealthy foods are often mistaken for healthy foods and
velikokrat posežejo po nezdravi hrani. Več kot polovica eaten in good faith. In order to approach adolescents in a different
anketiranih mladostnikov je mnenja, da se prehranjujejo zdravo, way the importance of a healthy diet for their development and
vendar so rezultati pokazali, da je v resnici takšnih zgolj 28%. metabolism, a study was conducted in which students first tested
Potrošniki pogosto v trgovini kupujemo hrano glede na izgled their knowledge of healthy eating, completed a survey of their
embalaže, mladostniki pa so glede na vizualni izgled in eating habits, and then participated in workshops on the
oglaševanje določenega izdelka še bolj dovzetni. Posledično importance of healthy eating and metabolism. Through the
nezdravo hrano pogosto zamenjajo za zdravo in jo v prepričanju, Energy for life application, students learned the importance of a
da je zanje ustrezna, jedo. Da bi mladostnikom na drugačen način healthy diet and how nutrients are metabolised in our bodies, and
približali pomen zdrave prehrane, je bila opravljena raziskava, v then tested their knowledge with a questionnaire. At the end of
kateri so dijaki najprej preverili svoje znanje o zdravi prehrani, the workshop, students used the application Veš kaj ješ? and
izpolnili anketo o njihovih prehranjevalnih navadah in bili nato made examples of healthy menus. If writing in Slovene, add
vključeni v delavnice o pomenu zdrave prehrane in presnove. Na English abstract below the Slovene one. delavnicah so dijaki s pomočjo aplikacije Energy for life na
interaktivni način spoznali pomen zdrave prehrane in kako se Keywords hranila presnovijo v našem telesu. Svoje znanje so nato preverili
z vprašalnikom. Na koncu delavnice so dijaki s pomočjo ICT technology, healthy nutrition, overweight, workshop,
aplikacije Veš kaj ješ? naredili primere zdravih jedilnikov. metabolism, aplication.
Ključne besede 1 Uvod
IKT tehnologija, zdrava prehrana, prekomerna telesna teža,
Zdrava prehrana je nekaj o čemer se zadnje čase zelo pogosto
delavnice, presnova, aplikacija.
govori. Pomen zdrave prehrane je ključen za zdrav razvoj, saj
Abstract telo za izgradnjo notranjih ogranov, mišic, kostnine in živčevja
nujno potrebuje hranila, ki jih vsebuje hrana. V zgodnjem
The article presents how we can tackle the challenge of excessive
otroštvu se običajno prehranjujemo bolj zdravo in uživamo
body weight in male and female students and address the
raznoliko prehrano, ki nam omogoča zdrav razvoj. Otrokov
importance of healthy diet and metabolism using ICT technology,
jedilnik določajo starši oz. skrbniki in posledično ne moremo kot
which is crucial for adolescents during their growth. Adolescents
posamezniki vplivati na izbor hrane in uživati zgolj hrane, ki nam
je všeč. V času pubertete, pa mladostniki počasi začnejo sami
določati svoj jedilnik in pri tem večkrat ne upoštevajo smernic
Permission to make digital or hard copies of part or all of this work for personal or zdravega prehranjevanja. Nepravilen izbor živil in njihovo
classroom use is granted without fee provided that copies are not made or distributed
for profit or commercial advantage and that copies bear this notice and the full uživanje pa lahko pusti posledice, ki se pokažejo kot nepravilna,
citation on the first page. Copyrights for third-party components of this work must neenakomerna rast za vse življenje, prav tako pa lahko vpliva na
be honored. For all other uses, contact the owner/author(s). oblikovanje prehranjevalnih navad v kasnejšem življenju. [6]
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
© 2024 Copyright held by the owner/author(s). Zaradi upada upoštevanja smernic zdrave prehrane skozi
https://doi.org/10.70314/is.2024.dem.2 obdobje pubertete je bila posledično opravljena raziskava katere
namen je ugotoviti prehranske navade mladostnikov, v kateri so kot je telesna neaktivnost in kajenje. Bolezni katere lahko
sodelovali dijaki tretjih letnikov III. gimnazije Maribor. Dijaki neposredno povežemo s prehrano so:
so sprva izpolnili vprašalnik, ki je preveril njihove prehranske • beri-beri (posledica, dolgoročnega pomankanja vitamina
navade, nato pa so preko didaktične delavnice, pri katerih so B1),
uporabljali interaktivni aplikaciji, ki mladostnike spodbudita k • skorbut (nastane zaradi pomanjkanja vitamina C v
boljšem razumevanju pomena zdrave prehrane in njene daljšem časovnem obdobju),
presnove, spoznavali načela zdravega prehranjevanja. Z vidika • hipertenzija (povišan krvni tlak zaradi hrane, ki vsebuje
varovanja zdravja je namreč zdrava prehrana za mladostnike visoke vrednosti nitratov),
izredno pomembna, saj imajo ravno v tem obdobju veliko večje • zobna gniloba (posledica prekomernega uživanja sladke
potrebe po beljakovinah, vitaminih in mineralih ter energiji. [1] hrane in slabe ustne nege).
Obstaja še množica drugi bolezni, vendar njihovega nastanka
ne morejo povezati izključno z slabimi prehranskimi navadami
2 Pomen zdrave prehrane [8].
Mladostniki se že v času osnovne šole pri pouku Ker so bolezni, ki jih povzroča nezdrava prehrana velik
gospodinjstva srečajo s pomenom zdrave prehrane, kjer se učijo javnozdravstveni problem, se veliko pozornosti namenja k
o prehranski piramidi in različni pripravi hrane. Nato se o omilitvami posledic le teh.
prehrani in presnovi učijo pri pouku biologije, kjer največ
poudarka namenijo presnovi ter vgradnji hranil v človeško telo
in posledicah nepravilne prehrane in prehranskih navad. Njihove
prehranske navade so v času osnovne šole običajno dobre, vsaj v 3 Interaktivno poučevanje
prvi in drugi triadi. V tretji triadi pa mladostniki med glavnimi Ustaljena praksa poučevanja mladostnikov o pomenu zdrave
obroki pogosto uživajo prigrizke za katere je značilno, da prehrane, očitno ne prinaša dobrih rezultatov, saj se delež
vsebujejo veliko energije, zaradi prisotnosti sladkorjev in mladostnikov, ki imajo slabe prehranske navade in
maščob, ne vsebujejo pa hranilnih snovi, ki jih telo potrebuje za posledično zdravstvene težave, iz leta v leto povečuje. Razlog za
krepitev odpornosti. Ena izmed praks mladostnikov v tretji triadi slabe navade mladostnikov, bi lahko bili tudi zastareli načini
je opuščanje zajtrka in neustrezen ritem prehranjevanja ter poučevanja v šoli, saj so učenci zaradi uporabe interneta,
premajhne količine zaužite zelenjave. Vendar se prehranske mobitelov in televizije navajeni na interaktivno pridobivanje
navade osnovnošolskih otrok v tretji triadi v veliki meri informacij. Frontalen način poučevanja, katerega uporablja
razlikujejo od navad srednješolskih otrok, saj le ti velikokrat večina učiteljev, v večini primerov ne doprinese k trajnostnem
nimajo primerne šolske malice. [5] znanju, saj so učenci do takšnega pridobivanja informacij vedno
manj motivirani pri učnem procesu [4]. Učitelj mora dan danes
Zdravo prehrano bi lahko opredelili z naslednjimi učence spodbujati, da sami pridejo do določenih spoznanj, ne da
smernicami: jim zgolj posreduje znanje. Z uporabo in upoštevanjem
• redna prehrana (vsaj 5 obrokov dnevno), konstruktivističnega pristopa pri izkustvenem učenju lahko
• uživanje hrane glede na prehransko piramido, učitelj učencem pomaga povezati ugotovitve s praktičnimi
• raznolikost hrane, zakonitostmi. Uporaba IKT (informacijsko komunikacijske
• počasno uživanje hrane, ki jo dobro prežvečimo, tehnologije) lahko omogoči posredovanje učne snovi na bolj
• izogibanje sladkim in mastnim jedem, atraktiven način. Pri pouku lahko uporabimo tako računalnike,
• izogibanje prigrizkom [2]. kot tudi mobilne telefone, sploh v primeru, ko imamo v vzgojno
izobraževalnem zavodu težave zagotoviti primerno število
Iskanje krivca slabih prehranskih navad mladostnikov ni računalnikov za večjo skupino učencev. Uporaba mobilnih
enostavno, saj na njihove navade vpliva mnogo različnih telefonov pri pouku ima tudi svoje omejitve in predstavlja
dejavnikov. Živimo v okolju, ki spodbuja debelost, saj smo kot določene izzive, sploh od učiteljev. Prednost mobilnih telefonov
družba izredno potrošnikov naravnani in nam mediji dnevno je v tem, da jih ima večina učencev in da so običajno zmogljivejši
posredujejo vedno nove in nove proizvode. Poleg tega, pa nas od šolskih računalnikov [3].
okolje spodbuja k temu, da smo vedno manj aktivni (električna
kolesa, električni skiroji, uporaba osebnega vozila...). Podatki za
Slovenijo kažejo naraščajoče gibanje prekomerno hranjenih in
debelih mladostnikov in odraslih pri nas, kar kaže, da se navade 4 Aplikacije za poučevanje o zdravi prehrani in
pogosto prenašajo s starejše na mlajšo generacijo [7]. Debelost presnovi
pri mladostnikih je namreč eden izmed največjih problemov
današnjega časa, saj prekomerna telesna teža v mladostniškem Na spletu je množica različnih aplikacij in spletnih strani, ki
obdobju zelo pogosto nakaže na prekomerno telesno težo tudi v opisujejo zdravo prehranjevanje vendar je zgolj peščica
odraslem obdobju. Pri mladostniku neuravnotežena prehrana didaktično primernih za uporabo v učnem procesu. Večina
povzroča manjšo delovno storilnost, utrujenost, manjšo aplikacij je namenjena ali izobraževanju ali zabavi, vendar le
sposobnost pomnenja in kronične bolezni. Strokovnjaki so malo je takšnih, ki bi združevale oba spektra. Ena izmed
ugotovili, da so številne bolezni neposredno povezane s hrano, aplikacij, ki je tako poučna, da uporabnik pridobi in utrdi svoje
kar pomeni da je od prehrane odvisno naše zdravje. Nepravilna znanje, kot tudi zabavna, da se ne naveliča in je pripravljen dlje prehrana pa je večkrat povezana z različnimi slabimi navadami
časa ostati motiviran, se imenuje Energy for life. Aplikacija sicer kot učnega pripomočka med poukom oceniti smiselnost, pri
ne ponuja uporabe v slovenskem jeziku, temveč je zgolj v kateri učni snovi ga bo uporabil in katere učne cilje bo s pomočjo
angleškem in španskem jeziku. Posledično se lahko aplikacijo njih usvojil. Prav tako ni namen vsakodnevne uporabe mobilnih
uporabi kot primer medpredmetnega povezovanja biologije in telefonov pri učnem procesu, saj bi s tem njegova atraktivnost
angleščine. Prednost aplikacije je tudi v tem, da je popolnoma izzvenela, prav tako pa bi lahko postal moteči faktor v razredu
brezplačna in omogoča več različnih učnih modulov. Aplikacija zaradi morebitne nedovoljene uporabe iz strani učencev.
s pomočjo igrifikacije – uporaba dinozavra, ki pritegne pozornost
uporabnika, uči novih konceptov in ga motivira za interakcijo,
kar izboljša učni proces. Zaradi enostavnega umesnika je ta
aplikacija dostopna vsem učencem različnih starosti, tako v
osnovni, kot tudi v srednji šoli. Vizualen prikaz in strokovna
natančnost izrazov, se določi s pismenimi sposobnostmi
uporabnika. Velik poudarek je na znanstveni pismenosti,
povezan z vizualnimi dražljaji, ki uporabnika spodbujajo k
aktivni uporabi aplikacije. Aplikacija je zasnovana tako, da se jo
lahko uporablja ob spremstvu vodje učnega procesa ali pa se jo
uporablja samostojno. Slika 1 prikazuje dinozavra, ki
mladostnika nagovarja, kaj vse lahko s pomočjo aplikacije izve.
Uporabnik lahko izbira med različnimi področji, ki jih lahko s
pomočjo aplikacije osvoji in utrdi svoje znanje. Slika 2 prikazuje
modul prebavil, katerega uporabnik lahko izbere v aplikaciji in s Slika 2: Prikaz modula hranila pomočjo njega pregleda kaj vse njegovo telo potrebuje za
delovanje. Nato uporabnik preveri kaj se zgodi, če tega hranila
ne dobi (nastanek različnih obolenj). Prav tako, ga aplikacija
spodbuja k nadaljnjem razmišljanju in preizkušanju naučenega
znanja.
Slika 3: Prikaz aplikacije Veš kaj ješ?
5 Raziskava
Da bi ugotovili odnos do zdrave prehrane mladostnikov in
preverili znanje o pomenu zdravega prehranjevanja in presnove,
je bila opravljena raziskava, v kateri so sodelovali dijaki tretjih
Slika 1: Prikaz različnih modulov apliakcije
letnikov III. gimnazije Maribor. Za namen raziskave je bilo
izbranih 42 dijakov, ki so sprva izpolnili vprašalnik, ki je bil
Aplikacija Veš kaj ješ? omogoča uporabniku preveriti energijsko
sestavljen iz 14 vprašanj, katerih namen je bil ovrednotiti znanje
vrednost hrane. Prav tako uporabniku omogoča, da s pomočjo
dijakov o zdravi prehrani in presnovi, prav tako pa je bil namen
opravljanjem nakupov. Aplikacija nam omogoča uporabo učni uri je bila vloga učitelja zgolj kot usmerjevalec učnega procesa in ne posredovalca znanja. Po uporabi aplikacije so bili kamere pri pametnem telefonu in s tem skeniranje črtne kode dijaki pozvani kakšne so njihove prehanske navade in opisu izdelka, katerega prehransko vrednost želi uporabnik preveriti. njihovega tedenskega jedilnika. Ker so imeli pri jedilniku večje Aplikacija nam nato s pomočjo barvnega semaforja prikaže težave, so nato s pomočjo aplikacije Veš kaj ješ? preverili kakšne katerih hranil je v izdelku v zadostnih, prekomernih ali jedi so primerne za določen del dneva in katerih jedi se morajo premajhnih količinah. Pri sliki 4 lahko vidimo, kako je razčlenjen izogibati pri svoji prehrani. Po zaključku dela z aplikacijo so prehranski semafor, ki uporabniku sporoča še dopustno vrednost dijaki s pomočjo razgovora posredovali določenih hranil v izdelku. Aplikacija Veš kaj ješ? ni namenjana kaj so se naučili in izročke oblikovane skupaj z učiteljem zapisali zabavi in je posledično manj atraktivna kot aplikacija Energy for aplikacije je pomoč pri sestavi jedilnika, katerega lahko vsak izvedene 3 učne ure, pri katerih so dijaki s pomočjo aplikacije Energy for life ugotovili pomen zdrave prehrane in presnove, posameznik sestavi glede na svoje prehranske navade. Slika 3 nato pa so s pomočjo aplikacije tudi preverili svoje znanje. Pri prikazuje primer uporabe aplikacije na pametnem telefonu med prekoračenih vrednosti določenih hranil izogiba. Namen vprašalnika preveriti njihove prehranske navade. Nato so bile prehranskega semaforja ugotovi, katerih živil naj se zaradi
life, zato je vsaj uvodna uporaba aplikacije priporočljiva pod v zvezke. Nato so ponovno izpolnjevali vprašalnik, s katerim je bilo preverjeno, kaj so se naučili. Določeni rezultati vprašalnika vodstvom učitelja. Učitelj mora pred uporabo mobilnih telefonov
so bili pričakovani, saj se je tako znanje kot tudi odnos do zdrave dostopne preko mobilnih telefonov, kar pomeni, da lahko tudi
prehrane izboljšal. Presenetljivo je bilo to, da je bilo 54% vzgojno izobraževalni zavodi z omejitvami pri omogočanju
odstotkov dijakov mnenja, da se prehranjuje zdravo, vendar je dovolj velikega števila računalnikov za vse učence, omogočijo
bilo nato v nadaljnjem delu rezultatov vprašalnika prikazano, da svojim učencem izvedbo pouka na takšen način. Ali bo uporaba
so zmotno prepričani v svoj zdrav način prehranjevanja. Kar 48% takšnih aplikacij drastično vplivala na prehranske navade
dijakov navaja premalo časa kot glaven krivec za njihove slabe učencev je neodgovorno trditi, vendar njihova uporaba lahko
prehranske navade, 35% dijakov pa navaja, da stres močno pripomore k boljšem ozaveščanju zdravega načina
pripomore k njihovim prehranskim navadam. Kot glaven razlog prehranjevanja in razumevanju presnove hranil ter zdravemu
zakaj kupijo določen proizvod so dijaki podali izgled in njegovo načinu življenja.
oglaševanje. Večina dijakov ne pregleda hranilnih vrednosti pred
nakupom produkta. Pri vprašanju katera pijača ima najvišjo
vrednost sladkorja, References / Literatura
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Aplikacije, ki jih dan danes učenci uporabljajo pri pouku, so
E-branje in e-knjige: posebnosti in izzivi v šolski praksi
E-reading and e-books: specifics and challenges in school
practice
Dr. Maja Šebjanič Oražem
Osnovna šola Puconci
Puconci 178
9201 Puconci
maja.sebjanic@gmail.com
pretvarjanja v glas, tj. izgovorjave. Gre za človeku specifično
POVZETEK dejavnost, ki nam ni dana, ampak se je (na)učimo. Da postane
V prispevku predstavljamo e-knjige in e-branje v šolski avtomatiziran proces, je potrebno (dovolj) vaje. Kot tako
praksi. Osredotočamo se na posebnosti in izzive, ki se porajajo predstavlja najučinkovitejše sredstvo usvajanja znanja. Učenje
pri njihovem vključevanju v pouk slovenščine. Povzemamo branja poteka stopenjsko (več o tem v [18]).
nekatere raziskave e-branja, njegove specifike in možnosti, ki jih Če se osredotočimo na namene prispevka, bomo v
nudi za bralno motivacijo pri današnjih šolajočih se generacijah, nadaljevanju s pojmom “branje” zajeli opredelitev, uveljavljeno
ki so v digitalni svet vpete praktično na vseh korakih. v slovenistični stroke. Ta branje1 razume kot temeljno dejavnost,
ki vodi k bralni pismenosti [5].
KLJUČNE BESEDE
1.2 Kratek pregled raziskav e-branja
E-knjiga, e-branje, pouk slovenščine, motivacija za branje,
digitalna generacija V slovenskem prostoru je relativno malo raziskav, ki bi se
osredotočale na raziskovanje razlik med “klasičnim” branjem, tj.
ABSTRACT branjem s papirja, in med “digitalnim” oz. e-branjem. Med raziskavami izstopa S. Pečjak [20], ki s sodelavko ugotavlja, da In this paper we present e-books and e-reading in school je generacija Y 2 pri e-branju nekoliko hitrejša od branja s papirja, practice. We focus on the specifics and challenges that arise, kar pripisuje verjetnemu pogostemu pregledovanju družabnih when we include them in Slovenian language lessons. We omrežij, brskanju po spletu in branju informativnih vsebin, pri summarize some research of e-reading, its specifics and the čemer zaradi same narave tovrstnih besedil redkeje uporabljajo possibilities, that e-books offer for reading motivation among metakognitivne strategije in torej manj preverjajo svoje today's school-age generations, who are embedded in the digital razumevanje med samim branjem. Posledično lahko z world at practically every step. računalnika berejo hitreje kot s papirja, vendar manj natančno in
KEYWORDS več časa za naloge bralnega razumevanja in odgovarjanjem na imajo zato več težav s ponovnim iskanjem informacij, porabijo
E-book, e-reading, Slovene language lesson, reading vprašanja. Glede razumevanja prebranega pa med tistimi, ki so
motivation, digital generation brali s papirja, in tistimi, ki so brali na zaslonu, ni pomembnih
razlik [20].
Za primerjavo z rezultati slovenske raziskave naj navedemo
1 BRANJE IN E-BRANJE: PODOBNOSTI IN še primer raziskave na Norveškem, ki jo je s sodelavci izvedla E.
RAZLIKE Mangen [4]. Ugotovili so, da so učenci, ki so brali besedila s
papirja, dosegli boljše rezultate pri nalogah bralnega
1.1 Opredelitev (e-)branja razumevanja od tistih, ki so brali besedila na zaslonih. V tem
Pri strokovnih (in znanstvenih) razpravah o (e-)branju je segmentu se raziskavi med seboj razlikujeta.
vedno potrebno vzeti v obzir čas in s tem družbene okoliščine, A. Kepic Mohar [1] pa ugotavlja, da je proces pridobivanja
znotraj katerih se pogovarjamo o branju. Prav tako je potrebno znanja in s tem celotnega razvoja posameznika, za katerega je v
jasno definirati, o katerem segmentu branja oz. stopnji razvoja preteklosti veljalo, da potekalo (s knjigami in) z branjem,
bralne zmožnosti razpravljamo. dandanes le še pot do pragmatičnega cilja, torej orodje za lažji
Če se dotaknemo opredelitve branja, gre za proces vstop na trg delovne sile. Novi digitalni mediji, ki praktično
dekodiranja/prepoznavanja zapisanih črk in njihovega vsakodnevno vstopajo v vse sfere našega življenja, vplivajo in
1 2 V prispevku se bomo osredotočili na branje digitalnega bralnega gradiva in Tudi t. i. digitalna generacija, ki je odraščala v drugačnih okoliščinah in je
ga mestoma primerjali s (klasičnim) tiskanim. Stroka pa poleg teh dveh med vrste bolj vajena branja z računalniškega zaslona, zato ima tudi najbrž temu primerno
bralnih gradiv uvršča še zvočne in interaktivne (za več glej razvojni projekt Bralna razvite bralne strategije [20]. pismenost in razvoj slovenščine – OBJEM (Ozaveščanje, Branje, Jezik, Evalvacije,
Modeli), ki je potekal pod okriljem Zavoda Republike Slovenije za šolstvo).
spreminjajo oblike sporazumevanja/komunikacije, jezik, ki ga knjige, ki v zadnjih letih (zlasti po epidemiji covida) vedno bolj
pri tem uporabljamo, značilnosti pisanja in podobno, nenazadnje prodirajo v vsakdanje življenje in šolsko prakso, zato je prav, da
pa tudi naše zmožnosti sprejemanja besedil različnih vrst, kamor nekaj mesta namenimo tudi razmejitvi teh dveh pojmovanj.
spada branje.
2.1 Opredelitev e-knjige
1.3 Posebnosti branja elektronskih besedil Slovar slovenskega knjižnega jezika (dostopen na fran.si v
Digitalizacija je spremenila naš vsakdan in močno posegla nadaljevanju SSKJ) opredeljuje e-knjigo oz. elektronsko knjigo
tudi v šolstvo. Ne le da je omogočila hiter dostop do velike kot knjigo v elektronski obliki, namenjeno zlasti za branje na e-
količine informacij, spremenila je tudi naš način razmišljanja ter bralniku ali drugih elektronskih napravah. Kot sopomenko e-
branja in posledično učenja, če ostajamo na predpostavki, da je knjigi najdemo tudi pojem digitalna knjiga (prim. [24]). Tukaj
branje (še vedno) najučinkovitejši način usvajanja znanja, čeprav najdemo še nekoliko obširnejšo opredelitev, saj gre za
se učenci več ne učijo samo s papirja, ampak tudi z zaslona.3 enciklopedičen članek, in sicer da je to knjižna publikacija,
Da bi lahko razumeli posebnosti branja elektronskih besedil izdana v digitalni obliki. Lahko je izdana samostojno ali kot
in jih upoštevali v svoji praksi, je potrebno poznati značilnosti različica tiskane knjige. Namesto v fizični obliki do nje
digitalnih virov. Ti imajo dve temeljni značilnosti: dostopamo s pomočjo računalniške naprave in se izpisuje na
zaslonu (za primerjavo glej [6]).
(1) nematerialnost oz. neoprijemljivost in E-knjiga je torej prvenstveno namenjena branju (in
(2) večzaznavno naravo interakcij.
posledično v šolski praksi bralnemu razumevanju).
Učenec torej pri uporabi digitalnih virov nima konkretnih oz.
oprijemljivih predmetov za manipulacijo (prijemanje, 2.2 Opredelitev zvočne knjige premikanje …), poleg tega pa je v digitalnem okolju prekinjena
prostorsko-časovna povezanost med aktivnostjo učenca in V SSKJ ne najdemo zadetka pod iztočnico “zvočna”, ko
njegovim želimo najti definicijo zvočne knjige, prav tako ne pod iztočnico zaznavanjem. Digitalna/elektronska besedila
zmanjšujejo eno ključnih navigacijskih sposobnosti bralca, tj. “knjiga”. Ponujena nam je razlaga pod iztočnico “avdioknjiga”
nadzor nad branjem, ki je ena od osrednjih regulacijskih in je v SSKJ opredeljena kot “obsežnejše literarno besedilo, ki je
sposobnosti [19]. posneto na nosilec zvoka, navadno na CD-ploščo”. Nadalje jo
A. Kepic Mohar [1] (po Kovač in van der Well 2018) najdemo še pod iztočnico “zvočnica”, ki jo SSKJ opredeljuje kot:
povzema tri načine branja, ki so posledica digitalizacije in ki so (1) “zvočni posnetek zlasti literarnega besedila, ki ga
povezani z dolžino besedil ter medijem, na katerem beremo: navadno berejo profesionalni bralci, igralci” oz. kot
(1) (2) “knjig[o] za otroke, ki omogoča zaznavanje branje s preletom (angl. skimming );
(2) predstavljene vsebine (tudi) s sluhom”. vživeto branje (angl. immersive/absorbed reading ), ki
poteka pri branju žanrskega leposlovja; Iz slovarskega sestavka izvemo še, da je pojem “zvočnica”
(3) nastal iz “zvočne knjige” po zgledu angleškega izraza “audio poglobljeno/globoko branje (angl. in-depth/deep
reading book” in da se zanj uporabljata še sinonimna pojma ), ki pa je kognitivno zahtevnejše oz. študijsko
branje in vključuje predznanje.4 “avdioknjiga” in “zvočna knjiga”.5
Da je e-branje drugačno od branja s papirja, je pokazala tudi Zvočna knjiga/zvočnica je torej knjiga, namenjena poslušanju
mednarodna raziskava (posledično v šolski praksi imenovanemu slušnemu Spretnosti odraslih (PIAAC), kakor
povzema njene rezultate P. Javrh [15]. Že sama narava razumevanju).
elektronskih besedil narekuje “drugačno” branje, je potrdila
raziskava. Poleg tega pa je za učinkovito obdelavo informacij v 2.3 Kaj pa (e-)bralnik?
digitalnem okolju predpogoj dobro usvojena bralna E-bralnik (pogosto tudi elektronski papir ali e-papir) je
tehnika/veščina. Ta je namreč potrebna, da lahko pri e-branju in naprava, zelo podobna tabličnemu računalniku, namenjena
obdelavi e-gradiv stečejo zahtevnejši kognitivni procesi. branju e-knjig. Zanj je značilen zaslon e-ink oz. zaslon s črnilom.
“Zaslon s črnilom je vrsta zaslonske tehnologije, ki natančno
posnema videz knjige. E-ink zaslon je tudi zelo varčen in manj
2 E-KNJIGA IN ZVOČNA KNJIGA: ISTA obremenjuje oči.” [10] (več o tem tudi [11])
STVAR, RAZLIČNO POIMENOVANJE?
različna izraza za isto stvar, kar vnaša marsikatero zmedo in 3 APLIKACIJE, NAMENJENE BRANJU E- V šolski praksi se pogosto dogaja, da se uporabljata dva
nejasnost. Tudi kar zadeva e-branje (ali elektronsko branje), ki se KNJIG
odvija v e-knjigah (ali elektronskih izdajah knjig), se dogajajo V nadaljevanju navajamo pregled aplikacij, namenjenih
(napačne) interference z drugim pojmom. Gre za t. i. zvočne branju e-knjig. Pri tem se osredotočamo na e-knjige v
3 Za lažje razumevanje posebnosti e-branja (tudi digitalnega branja, kakor se življenj, tj. povsod navzoča prisotnost tehnologije« (62) Nadalje avtorica povzema
pogosto imenuje v slovenistični stroki, primer [2]), na kratko po S. Pečjak [19] rezultate raziskav, ki so pokazale, da „digitalne” generacije nimajo odpora do branja
povzemamo nekaj značilnosti generacij, ki so v času nastajanja prispevka vključene z zaslona, a lažje razumejo slišano/prebrano in prikličejo bistvo prebranega, če
v sistem formalnega izobraževanja. Gre za dve generaciji, in sicer za (1) generacijo poslušajo oz. preberejo na papirju kot v e-obliki. Z (rojeni v letih 1995–2010), imenovano tudi digitalni pionirji, in (2) generacijo 4 Na podlagi nove informacije si širimo besedni zaklad in s kognitivnimi alfa (rojeni po letu 2010), ki jo imenujejo tudi digitalni domorodci. »Za obe procesi gradimo znanje [1] (po Kovač in van der Well 2018).
generaciji je značilno, da sta v svojem življenju doživeli največ družbenih 5 Za več glej [12]. sprememb od vseh generacij pred njima, najbolj pa ju je zaznamovala digitalizacija
slovenskem jeziku, saj želimo osvetliti priložnosti in ovire pri zmožnost literarnega branja kot specifično podvrsto
njihovi uporabi pri pouku slovenščine 6 (kot prvega oz. sporazumevalne zmožnosti ter se usposabljajo za branje in
maternega jezika): interpretacijo literarnih besedil [22] (7).
Eden od gradnikov bralne pismenosti je motiviranost za
(1) KOBI je aplikacija, namenjena začetnemu branju, tj.
branje, ki zajema interes za branje, pozitiven odnos do branja
učenju in treningu branja (bralne tehnike). Uporaba
različnih vrst besedil (za različne namene, in sicer branje za
aplikacije je brezplačna. Ker je namenjena učenju branja znanje in branje leposlovja oz. razvojanje bralne kulture) ter
in je torej primerna za prvo triletje osnovne šole, je
izbiranje tiskanih in drugih informacijskih virov glede na namen
podrobneje ne bomo obravnavali. branja v povezavi z uporabo različnih lokacij bralnih virov. Drug
(2) Biblos, spletna platforma, je prva slovenska e-knjižnica (za naš prispevek relevanten) gradnik je še tekoče branje, ki med
(in e-knjigarna), nastala leta 2013 pod okriljem drugim zajema tehniko branja (in njeno prilagajanje zahtevam
Beletrine, zavoda za za založniško dejavnost, in s
besedila).
sodelovanjem mreže slovenskih knjižnic ter inštitutom
IZUM, skrbnikom sistema COBISS [13]. Prvenstveno je 3.1.2 Zbirka e-knjig v slovenščini
bila namenjena izposoji e-knjig, kasneje tudi njihovemu Razpoložljiva baza e-knjig v slovenskem jeziku zajema zlasti
nakupu. Za uporabnike, člane splošnih knjižnic, je bila literarna/umetnostna besedila, kot je razvidno s Slike 18 in ki jih
izposoja brezplačna. S 1. 6. 2024 jo je za člane splošnih obravnavamo pri pouku književnosti. Ker gre za branje literarnih
knjižnic nadomestila platforma COBISS Ela (več o njej besedil, to vrsto branja v slovenistični stroke imenujemo
v nadaljevanju). Beletrina ima od takrat naprej novo literarno branje9 (prim. [5, 3]).
platformo, Beletrina Digital, ki ob plačilu naročnine
nudi izposojo in nakup e-knjig, zvočnih knjig, filmov,
podkastov in prispevkov.
(3) sBiblos je Beletrinina spletna platforma, namenjena
izposoji knjig za učence zadnjega triletja osnovne šole in
srednješolce. Uporaba je zanje brezplačna, prijava je
mogoča z AAI računom.
(4) Mladinska knjiga PLUS je aplikacija založbe Mladinska
knjiga, ki ob plačilu izbranega paketa nudi različne
digitalne vsebine (e-knjige, zvočnice, animirane
pravljice in podkaste ter drugo, glede na izbran paket).
(5) COBISS Ela je platforma, ki nudi članom splošnih
knjižnic ob namestitvi ustrezne programske opreme
izposojo e-knjig.
3.1 Za šolsko prakso uporabne aplikacije
Pregled aplikacij za e-branje, ki so uporabne v šolski praksi, Slika 1: Tipologija e-knjig v COBISS Eli (zajem zaslona)
bomo naredili na podlagi temeljnih ciljev pouka književnosti, ki
jih opredeljuje učni načrt za osnovno šolo v zadnjem triletju (7.– Tudi baza e-knjig, ki so brezplačno na voljo za učence in
9. razred) in učni načrt za gimnazijo.7 Kot podlago smo vzeli še dijake v platformi sBiblos zajema literarna besedila, kot je
gradnike bralne pismenosti projekta OBJEM [8], ki se nanašajo razvidno s Slike 2.
na branje in bralno motivacijo.
3.1.1 Cilji pouka slovenščine (kot prvega oz. maternega
jezika)
Naj na kratko zaradi lažjega razumevanja in za argumentacijo
izbora povzamemo temeljne cilje pouka slovenščine, ki se
nanašajo (tudi) na (motivacijo za) branje.
Učenci in dijaki pri pouku slovenščine razvijajo
sporazumevalno zmožnost v slovenskem (knjižnem) jeziku, torej
zmožnost kritičnega sprejemanja (in tvorjenja) besedil različnih
vrst. Branje (zlasti v okviru pouka književnosti) prepoznavajo
kot užitek, prijetno doživetje in intelektualni izziv. “Pri
razvijanju sporazumevalne zmožnosti ob dejavnem stiku z
neumetnostnimi in umetnostnimi besedili z uporabo digitalne
tehnologije varno, ustvarjalno in kritično pridobivajo ter Slika 2: Tipologija e-knjig v sBiblosu (zajem zaslona)
uporabljajo podatke/informacije.” [21] (7) V gimnaziji razvijajo
6 8 Osredotočili se bomo na pouk slovenščine od 6. do 9. razreda osnovne šole in Podatke sicer navajamo za platformo COBISS Ela, vendar podobno velja tudi
pouk slovenščine v srednješolskem izobraževanju. za Biblos v začetku leta 2017 [13]: razmerje gre v prid leposlovja, in sicer je
7 Na ostale programe srednješolskega izobraževanja se nismo posebej predstavljajo 71 % vseh razpoložljivih e-knjig, strokovna literatura pa 29 %.
osredotočali, saj gre v večini za nadaljevanje in manjšo nadgradnjo osnovnošolskih 9 V stroki pojmujemo literarno branje kot najbolj kompleksno branje, ki nudi ciljev. največ možnosti oblikovanja vsestranskega bralca [5, 3].
E-knjige v slovenskem jeziku najdemo tudi na slovenskem 3.2.3 Čemu v šolsko prakso vključiti e-knjige?
Wikiviru [23] (in drugih spletnih mestih), kjer so digitalizirana Nanizali bomo zgolj nekaj argumentov, zakaj v šolsko prakso
dela slovenskih avtorjev različnih obdobij slovenske književnosti (občasno) vključiti e-knjige.
(prim. [14, 25]). Ker gre za postavitev literranih besedil na splet, Prvič se nam zdi takšen način zelo pragmatičen, saj
do katerih ne dostopamo preko aplikacije, jih v našem prispevku potrebujemo malo opreme, zadostuje že kakšen (pametni) telefon
ne bomo podrobneje obravnavali. ali tablični računalnik in lahko manjša skupina (predlagamo do
4) učencev/dijakov bere skupaj eno e-knjigo. Na ta način
3.2 Možnost uporabe izbranih aplikacij pri pokrijemo tako sodelovalno učenje, razvijanje digitalnih
pouku kompetenc učencev in še hkrati jih motiviramo za branje ter
Pri predstavitvi možnosti uporabe aplikacij za branje e-knjig pogovarjanje o prebranem (izmenjavo mnenj, različnih
smo se odločili za vključitev tistih, ki nudijo brezplačno uporabo interpretacij prebranega, razjasnjevanje manj jasnih mest ipd.).
za učence in dijake, saj na ta način omogočimo vsem učencem Na ta način lahko pokrijemo tudi skupno daljše branje izbranih
enake možnosti dostopa. To sta dve, in sicer COBISS Ela in literarnih del po delih z učencem zanimivo/privlačno tematiko.
sBiblos. Podoben način dela lahko uporabimo tudi za (obvezno)
domače branje, ki nemalokrat učencev ne pritegne in se ga
3.2.1 COBISS Ela izogibajo ali pa površno preberejo (pogosto zgolj obnove na
Platforma COBISS Ela na spletni strani [7] nudi pregledna spletu). Digitalno tehnologijo lahko v tem primeru uporabimo
navodila, katere naprave in aplikacije za branje podpirajo tudi za refleksijo o prebranem in analizo prebranega, in sicer v
izposojo in branje e-knjig. Kot prednost platforme gre izpostaviti, obliki e-dnevnika, lastne e-knjige, e-diagrama ali e-table. Ob tem
da lahko e-knjige beremo na mobilnih napravah, ki temeljijo na je potrebno učencem le še dati nekaj usmeritev/navodil, kako se
Androidu in tudi na sistemu iOS. Zraven je navedeno tudi ime lotiti dela.
aplikacije, ki si jo je potrebno namestiti. Navodilom so dodani Vključevanje e-knjig v šolsko prakso pa se vidimo kot
tudi e-vodiči za posamezne korake. koristno tudi za možnost večjega poudarka na lastni izbiri
E-knjige lahko beremo tudi na osebnih računalnikih ter literarnega dela v obliki e-knjige za branje, saj lahko učenec
bralnikih e-knjig in bralnikih inkBOOK. Preprost je tudi način zlahka dostopa do druge e-knjige, če ga tematika ene ne pritegne.
iskanja želene e-knjige, saj je brskalnik enak iskalniku tiskanih To zagotovo deluje zelo motivacijsko pri današnjih generacijah,
knjig v knjižnicah. To je zagotovo velika prednost, saj ni ki so vešče dela z digitalnimi viri.
potrebnega “novega učenja” iskanja želene e-knjige.
V bazi e-knjig najdemo večino sodobnih slovenskih SKLEP
mladinskih romanov, ki najbolj motivirajo mlade bralce, saj jih Digitalizacija v šolstvu je pogosto videna kot nekaj
nagovarjajo z njim aktualnimi vsebinami/temami. E-knjigo si negativnega, vendar je potrebno pristopiti v smeri iskanja
lahko izposodimo na dveh različnih napravah, na voljo pa nam je priložnosti in pozitivnih vidikov. Šole in učiteljev računalniki (in
21 dni od dneva izposoje. Naenkrat si lahko uporabnik izposodi naraščajoča uporaba umetne ingteligence) ne bodo mogli
5 e-knjig. To je lahko uporabno za učence, saj lahko e-knjige nadomestiti, lahko pa učitelji tehnologijo izkoristimo sebi in
berejo na dveh različnih napravah, na eni npr. v šoli in na eni namenom pouka v prid. Glede na to, da so naši učenci in dijaki
doma. Prav tako lahko hkrati berejo več različnih knjig, jih med “digitalin pionirji” in “digitalin domorodci”, je potrebno
seboj primerjajo (iščejo podobnosti in razlike, analizirajo didaktične pristope prilagajati njim in značilnostim njihovega
posamezne motive ipd.). učenja. S tem vsekakor ne mislimo na popolno opustitev
3.2.2 sBiblos “tradicionalnih” pristopov in načinov dela, ampak tehnologijo
Beletrinin sBiblos prav tako deluje na mobilnih napravah z izkoristiti za motivacijo tistih področij/dejavnosti, ki jih
operacijskima sistemoma Android in iOS. Na spletni strani [9] zaznavamo kot šibkejše oz. manj učinkovite.
so podrobna navodila, kako po korakih namestiti potrebne V prispevku smo v skladu s tem namenom želeli prikazati,
aplikacije za dostop do e-knjig. Zelo uporabni so tudi e-vodiči in kako en segment pri pouku slovenščine, tj. motivacija za branje
slikovno gradivo, ki pomaga pri nameščanju in uporabi bralnika. (morda tudi domače ali vsaj skupno dolgo branje v razredu)
E-knjige lahko uporabniki berejo na osebnih računalnikih, skušati razvijati skladno z značilnostmi šolajočih generacij, da bo
mobilnih napravah in e-bralnikih. čim učinkoviteje in da bodo uspeli uresničiti (vsaj del) ciljev
Do storitev sBiblos lahko učenci dostopajo z AAI pouka.
uporabniškimi podatki, v kolikor ima šola urejen dostop do
storitve Moja Knjižnica in podpisano pogodbo o obdelavi VIRI IN LITERATURA
osebnih podatkov z IZUM-om. [1] Alenka Kepic Mohar. 2021. Nevidna moč knjig:
V zbirki e-knjig najdemo večino literarnih del, ki se branje in učenje v digitalni dobi. Zbirka Bralna
obravnavajo v šoli in tudi novejša dela z učencem in dijakom znamenja. Cankarjeva založba, Ljubljana.
privlačnimi temami. Tudi sBiblosovi zbirki pedstavljajo navečji [2] Alenka Žbogar. 2022. Branje kot potovanje. Branje v
del literarnega opusa romani in kratka proza. Učenci in dijaki si slovenskem jeziku, literaturi in kulturi. 58. seminar
lahko naenkrat izposodijo 3 e-knjige, na mesec 10 e-knjig, vsaka slovenskega jezika, literature in kulture. Založba
knjiga pa jim je na voljo 30 dni od dneva izposoje. V primerjavi Univerze v Ljubljani, Ljubljana. 5–6. DOI:
s COBISS Elo je čas izposoje e-knjig uporabnikom prijaznejši, https://doi.org/10.4312/SSJLK.58.2386-058X.
je pa na voljo manj hkrati izposojenih knjig. [3] Alojzija Zupan Sosič. 2014. Literarno branje. Jezik in
slovstvo 59, 4. 47–65.
[4] Anne Mangen idr. 2013. Reading linear texts on [19] Sonja Pečjak. 2022. Psihološka perspektiva učinkov
paper versus computer screen: Effects on reading digitalizacije na procese branja in učenja pri ljudeh.
comprehension. International Journal od Educational Branje v slovenskem jeziku, literaturi in kulturi. 58.
Research 58. 61–68. DOI: seminar slovenskega jezika, literature in kulture.
https://doi.org/10.1016/j.ijer.2012.12.002. Založba Univerze v Ljubljani, Ljubljana. 61–68. DOI:
[5] Boža Krakar Vogel. 2020. Didaktika književnosti pri https://doi.org/10.4312/SSJLK.58.2386-058X.
pouku slovenščine. Zbirka Učiteljeva orodja. Založba [20] Tjaša Pucko in Sonja Pečjak. 2016. Primerjava
Rokus Klett, Ljubljana. učinkovitosti e-branja in branja s papirja pri učencih v
[6] Britannica: e-book. DOI: srednji šoli. Pedagoška obzorja 31, 3–4, 55–69. DOI:
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[7] COBISS Ela. DOI: 4Q2O9TK8/index.html.
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[8] Gradniki bralne pismenosti: teoretična izhodišča. 2011. Ministrstvo za šolstvo in šport, Zavod
2020. Univerzitetna založba Univerze v Mariboru, Republike Slovenije za šolstvo, Ljubljana. DOI:
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[10] Kindle ali Kobo? Kateri e-bralnik izbrati? klasična, strokovna gimnazija. 2008. Ministrstvo za
DOI: https://racunalniske-novice.com/e-bralniki- šolstvo in šport, Zavod Republike Slovenije za
amazon-kindle-e-bralniki-kobo-e-knjige/. šolstvo, Ljubljana. DOI:
[11] Marjan Kodelja. 2023. Zakaj in kako izbrati e- https://eportal.mss.edus.si/msswww/programi2018/pr
bralnik? DOI: ogrami/media/pdf/un_gimnazija/un_slovenscina_gim
https://vsebovredu.triglav.si/tehnologija/zakaj-in- n.pdf.
kako-izbrati-e-bralnik. [23] Wikivir. DOI:
[12] Marjan Povše. 2022. Zvočne knjige v slovenskem https://sl.wikisource.org/wiki/Glavna_stran.
jeziku. DOI: https://blog.cobiss.si/2022/07/04/zvocne- [24] Wikipedija, prosta enciklopedija: elektronska knjiga.
knjige-v-slovenskem-jeziku/. DOI:
[13] Matic Razpet. 2017. Biblos. E-gradiva kot bližnjica https://sl.wikipedia.org/wiki/Elektronska_knjiga.
do uspeha? E-zbornik Bralnega društva Slovenije od [25] Zbirka slovenskih leposlovnih besedil. DOI:
12. strokovnem posvetovanju 8. septembra 2017. https://lit.ijs.si/leposl.html.
Bralno društvo Slovenije, Ljubljana. 71–76. DOI:
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[14] Miran Hladnik. 2009. Za elektronsko knjigo. Šolska
knjižnica 19, 2–3. 126–133. DOI:
https://lit.ijs.si/zaeknjigo.html.
[15] Petra Javrh. 2017. V digitalnem svetu beremo
drugače. E-gradiva kot bližnjica do uspeha? E-
zbornik Bralnega društva Slovenije od 12.
strokovnem posvetovanju 8. septembra 2017. Bralno
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[16] Simona Tancig. 2016. Od Prousta do Twitterja –
nevroedukacijske raziskave bralne pismenosti v
digitalni dobi. Bralna pismenost kot izziv in
odgovornost. Pedagoška fakulteta Univerze v
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Zlorabe pri starejših osebah1
Tanja Repič Slavič
Teološka fakulteta, Poljanska 4, Ljubljana, katedra za Zakonsko in družinsko terapijo
ter psihologijo in sociologijo religije
Frančiškanski družinski inštitut, Prešernov trg 4, Ljubljana
e-mail: tanja.repic@teof.uni-lj.si
Abstract / Povzetek UVOD
Zlorabe starejših predstavljajo resen in pogosto prikrit
Staranje prebivalstva je globalni fenomen, ki postavlja
družbeni problem, ki ima lahko hude posledice za žrtve.
nove izzive, zlasti v smislu varnosti in zaščite starejših
Gre za vsakršno obliko fizične, psihične, finančne in
oseb. Po podatkih Svetovne zdravstvene organizacije
spolne zlorabe ter zanemarjanja, ki se dogaja v različnih
(WHO) [1] se predvideva, da se bo svetovno prebivalstvo,
okoljih, vključno z domovi za ostarele, družinami in
staro 60 let in več, več kot podvojilo, z 900 milijonov leta
skupnostmi. Starejše osebe postajajo z leti in glede na
2015 na približno 2 milijardi leta 2050, saj se v številnih
zdravstvene težave vedno bolj odvisne od drugih, imajo
državah prebivalstvo hitro stara. Število „najstarejših“
manjšo možnost fizične obrambe in so zato bolj
odraslih, starih 80 let ali več, narašča hitreje kot število
izpostavljene in ranljive. V teoretičnem prispevku želimo
starejših odraslih. Do leta 2050 se bo na primer število
na podlagi pregleda raziskav predstaviti posamezne vrste
„najstarejših“ več kot potrojilo, in sicer s 125 milijonov
zlorab in njihovo prevalenco, dejavnike tveganja, izzive
leta 2015 na 434 milijonov [2]. Poleg tega imajo ženske v
pri zaznavanju, posledice in strategije za preprečevanje.
povprečju daljšo pričakovano življenjsko dobo kot moški,
Keywords / Ključne besede zato predstavljajo 61,6 % oseb, starejših od 80 let. Ženske
in „najstarejši“ starejši bodo verjetno tudi v prihodnosti
zlorabe starejših, prevalenca, dejavniki tveganja, ostali največja starostna skupina v ustanovah za
posledice, preprečevanje. dolgotrajno oskrbo [2]. Starejši trenutno predstavljajo tudi
največji delež odraslega prebivalstva, ki živi v ustanovah
Abstract
za odrasle z motnjami v duševnem razvoju [3]. Prebivalci
Elder abuse is a serious and often hidden social problem teh ustanov imajo pogosteje več oblik motenj, vključno z
that can have serious consequences for victims. It includes duševnimi, telesnimi ali vedenjskimi motnjami ter
any form of physical, psychological, financial, or sexual invalidnostjo. Zato so prebivalci v institucionalnih
abuse and neglect that takes place in a variety of settings, ustanovah zaradi svoje šibkosti običajno bolj odvisni od
including nursing homes, families, and communities. oskrbe drugih in so lahko bolj izpostavljeni nevarnosti
Older people become increasingly dependent on others zlorabe in zanemarjanja kot starejši v drugih oblikah
because of their age and health problems, they are less able skupnosti [4]. Razširjenost zlorab je lahko veliko večja,
to physically protect themselves, and are therefore more kot se poroča, saj je lahko poročanje povezano z
exposed and vulnerable. In this theoretical paper, we aim nezmožnostjo poročanja pri žrtvah ali s strahom pred
to review the research done on the topic and present the posledicami in povračilnimi ukrepi [5]. different types of abuse as well astheir prevalence, risk
factors, challenges in detection, consequences, and
prevention strategies. Približno 1 od 6 oseb, starih 60 let in več, je v zadnjem
letu v skupnosti doživela eno od oblik zlorabe [1].
Keywords / Ključne besede Raziskava, opravljena v Združenih državah Amerike na
elder abuse, prevalence, risk factors, consequences, 897 starejših osebah, ki so se med pandemijo zadrževale
prevention. doma, kaže, da se je med pandemijo COVID-19 stopnja
zlorab starejših še povečala O njej je poročala ena od petih
1 Permission to make digital or hard copies of part or all of this work for personal or classroom use is granted without fee provided that copies are not made or distributed for profit or commercial advantage and that copies bear this notice and the full citation on the first page. Copyrights for third-party components of this work must be honored. For all other uses, contact the owner/author(s).
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.dem.4
starejših oseb (21,3 %), kar je 83,6-odstotno povečanje v zloraba, finančno zlorabo pa lahko spremlja zanemarjanje
primerjavi z ocenami razširjenosti pred pandemijo. Pred ali fizična zloraba [14]. Fizična zloraba vključuje namerne
pandemijo COVID-19 je zloraba starejših vsako leto telesne poškodbe starejših oseb, kot so udarci, potiski ali
prizadela enega od 10 ameriških starejših odraslih. druga škodljiva dejanja. Pregled fizičnih poškodb pri
Predpostavlja se, da je pandemija s seboj prinesla porast zlorabi starejših je pokazal, da se dve tretjini poškodb
zlorabe starejših zaradi posameznikov, ki jim je bilo pojavita na zgornjih okončinah in maksilofacialnem
odrejeno, da ostanejo doma, skupaj s povečanimi področju [15]. Nekatere raziskave kažejo, da je verjetnost
medosebnimi stresorji. reviktimizacije večja pri ženskah, ki so ovdovele, imajo
diagnozo demence in so se vrnile na dom, kjer je storilec
živel ali jih obiskoval [16]. Verjetnost prijave je v takih
1 OBLIKE ZLORAB PRI STAREJŠIH odvisnost od tistega, ki skrbi za žrtev, ki naj bi bila primerih zelo redka, saj je problem dokazovanje in
Zloraba starejših je enkratno ali ponavljajoče se dejanje ali istočasno hvaležna za skrb, saj sicer ne bi preživela, po
pomanjkanje ustreznega ukrepanja, ki se zgodi v katerem drugi strani pa je deležna nasilja in zlorab in ujeta v
koli odnosu, v katerem se pričakuje zaupanje, in ki starejši brezizhodni situaciji. osebi povzroči škodo ali stisko. Ta vrsta nasilja pomeni
kršitev človekovih pravic in vključuje fizično, spolno,
psihološko in čustveno zlorabo, finančno in materialno 1.2 Psihološka zloraba
zlorabo, zapuščanje, zanemarjanje ter resno izgubo Psihološka ali čustvena zloraba vključuje uporabo dostojanstva in spoštovanja [1]. Poleg delitve na vrsto ali groženj, ponižanja, ustrahovanja, preklinjanja in drugega obliko v splošnem, lahko zlorabe razvrstimo tudi na to, verbalnega vedenja in (ali) katere koli druge oblike kdo zlorabo izvaja - družinski člani, neformalni in duševne krutosti, ki povzroči duševno ali fizično stisko. formalni skrbnik ali znanec; ali okolje, v katerem se zgodi Študija, ki je zajela pregled 49 raziskav, je ugotovila - v skupnosti in instituciji [7]. V institucionalnem okolju razširjenost psihične zlorabe med starejšimi v Evropi, ki pa lahko zlorabo na splošno razvrstimo na zlorabo med znaša od 10,4 % do 29,7 %, pri čemer je višja v severnih stanovalci ali zlorabo osebja med stanovalci [4]. državah (Nemčija, Litva, Švedska) v primerjavi z južnimi
Zloraba starejših je pomemben javnozdravstveni problem. državami (Portugalska, Italija, Španija in Grčija) [22].
V pregledu 52 študij iz 28 držav iz različnih regij iz leta Ugotovitve so presenetljive, saj bi pričakovali, da bo na
2017 je bilo ocenjeno, da je bila v zadnjem letu vsaka šesta severu nižja tolerance do nasilja in boljši življenjski
oseba (15,7 %), stara 60 let in več, izpostavljena neki standard. Lako pa je prav to razlog, da je povečana
obliki zlorabe [8], kar pomeni približno 141 milijonov senzitivnost za vsako vrsto zlorabe in je zato poročanje o
ljudi. Čeprav so natančni podatki omejeni, pregled vsebuje pojavnosti višje v primerjavi z južnimi državami.
ocene razširjenosti deleža starejših ljudi, ki so bili deležni Dejavniki, ki so bili povezani z visokim tveganjem za
različnih vrst zlorabe. Meta analiza je pokazala, da je o psihično zlorabo, so bili: nizka socialna podpora, življenje
psihološki zlorabi poročalo 11.6% starejših ljudi, o fizični v najemniških stanovanjih, uživanje alkohola, pogosta
zlorabi 2.6%, o finančni 6.8%, o spolni zlorabi 0.9% in o uporaba zdravstvenih storitev ter pogosta anksioznost in
zanemarjanju 4.2% starejših oseb. somatske težave.
Podatki o obsegu problema v ustanovah, kot so bolnišnice, 1.3 Finančna zloraba
domovi za ostarele in druge ustanove za dolgotrajno Finančna zloraba vključuje izkoriščanje starejših oseb za
oskrbo, so pomanjkljivi. Vendar pa pregled nedavnih finančno korist, kot so goljufije, kraje ali prisiljevanje v
študij o zlorabi starejših v institucionalnih ustanovah kaže, nepoštene finančne transakcije. Raziskave kažejo, da so
da je 64,2 % zaposlenih samoporočalo, da je v zadnjem starejši pogosto tarča finančne zlorabe, zlasti če so odvisni
letu storilo neko obliko zlorabe [9]. od drugih za upravljanje svojih financ. Čeprav se slabo
državah Amerike je pokazala, da je 40 % osebja priznalo s precej večjo verjetnostjo depresije, posttravmatske psihično in 10 % fizično zlorabo v zadnjem letu [10]. stresne motnje in splošno anksioznostjo. Pri tem je Sistematični pregled zlorab v institucijah je pokazal, da se pomembno poudariti, da se tveganje za negativne Raziskava osebja v domovih za starejše v Združenih kontekstu čustvenih in zdravstvenih posledic, je povezano ravnanje s finančnimi sredstvi pogosto ne obravnava v
fizična zloraba pogosto pojavlja kot oblika maščevanja posledice še toliko bolj poveča, če so storilci finančne osebja nad fizično agresivnimi stanovalci [11]. Prav tako zlorabe družinski člani ali prijatelji [18]. je osebje poročalo, da je bolj verjetno, da bo agresivnim
stanovalcem odreklo izbiro česarkoli [12]. V drugi 1.4 Spolna zloraba nacionalni študiji v Združenih državah Amerike je 1,5 %
Spolna zloraba, opredeljena kot „kakršni koli spolni stiki
osebja samo poročalo, da je zagrešilo krajo [13].
brez privolitve“, naj bi bila najbolj skrita oblika zlorabe
starejših ter najmanj priznana in prijavljena vrsta slabega
ravnanja s starejšimi. Pregled je pokazal, da je bila večina
1.1 Fizična zloraba žrtev spolne zlorabe v domovih za ostarele kognitivno
Zloraba starejše osebe pogosto ni omejena le na eno oslabljenih (demenca, Alzheimerjeva bolezen, možganska
obliko; fizično nasilje na primer pogosto spremlja psihična kap in poškodbe možganov), s psihiatrično diagnozo in/ali
telesno šibkih (invalidski voziček, postelja, paraliziranost Nekateri so se znašli v kazenskih evidencah, nekaj pa jih
in omejena mobilnost) ter s somatskimi boleznimi. je bilo obsojenih.
Najstarejši bolniki (stari 79-99 let) so bili pogosteje
izpostavljeni spolni zlorabi. To bi lahko potrjevalo Ko gre za žrtve zlorab, so bile premeščene na drug oddelek
mnenje, da so v najstarejši starostni skupini poleg spola znotraj doma za ostarele, spremljale so jih ali pa sploh niso
pomembnejši tudi drugi dejavniki. To je poudarjeno tudi dobile pomoči. Zelo malo jih je bilo po napadu deležnih
v poročilu Svetovne zdravstvene organizacije, kjer je na zdravstvene in psihološke obravnave. Mnoge žrtve so bile
podlagi študij razširjenosti v skupnosti ugotovljeno, da so še naprej izpostavljene tveganju za nove zlorabe [19].
starejši moški v približno enakem deležu kot ženske Pogoste posledice spolnega nasilja za žrtve so težave z izpostavljeni zlorabi s strani zakoncev, odraslih otrok in duševnim zdravjem, vključno s samomorilnim vedenjem. drugih sorodnikov. Najpogostejši storilci so bili zaposleni Znane so smrtne žrtve, povezane s posilstvom. Podatki v domu za ostarele in sostanovalci. Drugi najpogostejši kažejo, da je 11 od 20 pacientov v domovih za starejše storilec je bil družinski član. Obiskovalci, ki so bili žrtvi umrlo v enem letu po spolnem napadu. Ni mogoče reči, ali znani ali neznani, so bili manj pogosti. V številnih so bile te smrti posledica napada ali ne, saj je bilo veliko primerih je imel storilec kognitivne motnje, psihiatrično žrtev starih in slabotnih. Kar zadeva prijavo zlorabe diagnozo, zlorabo snovi, kriminalno preteklost ali organom, sta bila najpogostejša razloga, zakaj primeri niso predhodno storjeno spolno zlorabo [14]. Študija Burgessa bili prijavljeni, pomanjkanje dokazov in zdravstveno s sodelavci [19] je pokazala, da so vse storilce vodili stanje žrtve [19]. različni motivi. Dva skupna imenovalca za vse storilce sta
bila, da so imeli nizke ocene na področju socialnih Zlorabe starejših, ne glede na vrsto, imajo lahko resne
kompetenc in da so iskali žrtve, ki so bile krhke in posledice za telesno in duševno zdravje, finančno in
nezaščitene. družbeno stanje, telesne ali psihične poškodbe,
Spolna zloraba starejših oseb presega tradicionalne meje pravic, depresijo, upad kognitivnih sposobnosti, finančno prezgodnjo umrljivost, izgubo ali kršitev človekovih
med spoloma, kulturami in vlogami žrtev in storilca.
Obstaja tveganje, da se spolne zlorabe starejših oseb ne kakovost življenja starejše osebe. Pri starejših ljudeh so opustošenje, namestitev v domove za ostarele in slabšo
obravnavajo resno, saj se jih zaradi starosti lahko lahko posledice zlorabe še posebej hude, okrevanje pa obravnava kot aseksualne. Zato mnogi menijo, da je malo lahko traja dlje [23, 24]. verjetno, da bi prišlo do spolne zlorabe. Zdravstveni
delavci se izogibajo spraševanju starejših oseb o spolnem
zdravju in nočejo verjeti obtožbam o spolni zlorabi ali se 3 Dejavniki tveganja nanje odzvati [20].
Raziskava [18], ki je preučevala dejavnike tveganja, ki
1.5 Zanemarjanje povečujejo možnost, da bo nekdo postal žrtev ali storilec
v primeru zlorab med starejšimi, je pokazala:
Zanemarjanje starejših ljudi je globalno vprašanje javnega
zdravja in človekovih pravic, ki ogroža zdravje in varnost - da so bile žrtve pogosteje ženske, starejših ljudi. Običajno se nanaša na zavračanje ali
nezmožnost zagotavljanja nege in zaščite na področjih - da so bile starejše belke bolj ogrožene v primerjavi z
hrane, vode, oblačil, higiene, zdravil, življenjskega okolja drugimi etničnimi skupinami, čeprav so nekatere študije
in varnostnih ukrepov. Lahko se kaže s strani drugih oseb, omejene na vzorce belcev,
ki naj bi skrbele za starejšo osebo ali kot
samozanemarjanje [21]. Nenamerno zanemarjanje se - da so bile starejše ženske z nižjim izobrazbenim statusom
večinoma pojavi zaradi malomarnosti, na primer, ko in nižjimi dohodki bolj izpostavljene tveganju
negovalec nima potrebnih veščin ali znanja, se ne zaveda viktimizacije na vseh področjih,
razpoložljivih vrst podpore ali ne more zagotoviti oskrbe, - da so starejši ljudje s telesnimi in/ali duševnimi ker je sam bolan. Običajne spremembe staranja in boleznimi ali odvisnostmi bolj izpostavljeni večjemu simptomi, povezani z boleznijo, se lahko prekrivajo z tveganju kot tisti brez bolezni, pri čemer se je pokazala znaki zanemarjanja in vodijo do premajhnega odkrivanja. največja viktimizacija v starostni skupini med 60 in 70 let. Zanemarjanje je lahko neposreden vzrok smrti ali prispeva
k smrtnemu izidu s poslabšanjem obstoječih stanj [22]. Dejavniki tveganja in značilnosti storilcev pa so pokazali:
- da je večina storilcev moških,
2 Posledice zlorab - da je v večini primerov storilec pogosto veliko mlajših
Burgers s sodelavci [19] piše v svoji študiji na temo od žrtve (več kot 30 let),
spolnih zlorab, da je bilo nekaj storilcev zlorab - da so storilci žrtvam običajno znani in kaznovanih in napadi niso imeli pravnih posledic, čeprav
so bile v več primerih zlorabe prisotne priče. V primerih, - da so nekateri med njimi bili že v preteklosti obsojeni
ko so bili bolniki storilci, so bili premeščeni na druge zaradi spolnih ali drugih kaznivih dejanj [18].
oddelke ali v druge domove za starejše. Kadar so bili
storilci člani osebja, so jim odpovedali delovno razmerje, Na ravni odnosov sta vrsta odnosa (npr. zakonec/partner
jim dali dopust ali jih premestili na drugo delovno mesto. ali otrok/starš) in zakonski stan lahko povezana s
povečanim tveganjem za zlorabo, vendar se ti dejavniki vplivi na njihovo vsakodnevno življenje. V tem kontekstu
razlikujejo glede na državo in regijo. Dejavniki na ravni je pomembno tudi spodbujanje medgeneracijskega
skupnosti in družbe, povezani z zlorabo starejših, lahko sodelovanja in solidarnosti, saj to dodatno okrepi socialno
vključujejo predsodke do starejših in nekatere kulturne povezanost ter pripomore k zmanjšanju diskriminacije na
norme (npr. normalizacija nasilja). Po drugi strani pa naj podlagi starosti. Na ta način lahko kot družba poskrbimo
bi bila socialna podpora in samsko življenje povezano z za boljše varstvo in spoštovanje pravic starejših, saj bomo
zmanjšanim tveganjem za zlorabo starejših [25]. nenazadnje prej ali slej vsi nekega dne stari.
References / Literatura
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V nekaterih državah je zdravstveni sektor prevzel vodilno Geneva: World Health Organization.
[2] United Nations. 2017. Revision of World Population Prospects
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[11] Lindbloom, E. J., Brandt, J., Hough, L. D., and Meadows, S. E.
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zlorab. review. Journal of the American medical directors
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[12] Meddaugh, D. I. 1993. Covert elder abuse in the nursing
home. Journal of Elder Abuse & Neglect, 5(3), 21-38.
Zaključek [13] Harris, D. K., and Benson, M. L. 1999. Theft in nursing homes: an overlooked form of elder abuse. Journal of Elder Abuse &
Zlorabe starejših so resen in kompleksen problem, ki Neglect, 11(3), 73-90.
zahteva večplastno obravnavo. Z naraščajočim številom [14] Malmedal, W., Iversen, M. H., and Kilvik, A. 2015. Sexual abuse
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ozaveščenost o zlorabah ter izboljšati sisteme za [15] Murphy, K., Waa, S., Jaffer, H., Sauter, A., and Chan, A. 2013. A literature review of findings in physical elder abuse. Canadian
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finančnih in spolnih, pri čemer so žrtve pogosto odvisne Robinson, J., and Olsen, B. 2016. The abuse intervention model:
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Potrebna je večja vključenost zdravstvenega in socialnega 1879-1883. [17] Macassa, G., Viitasara, E., Sundin, Ö., Barros, H., Torres sektorja, saj so prav ti sektorji ključni pri zaščiti starejših Gonzales, F., Ioannidi‐Kapolou, E., ... and Soares, J. J. 2013.
oseb. Prav tako je pomembno izboljšati usklajevanje med Psychological abuse among older persons in Europe: a cross‐
institucijami, da bi zagotovili celovitejši odziv na zlorabe. sectional study. Journal of aggression, conflict and peace
Razvoj programov za izobraževanje osebja v domovih za research, 5(1), 16-34. [18] Acierno, R., Watkins, J., Hernandez-Tejada, M. A., Muzzy, W.,
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zmanjšanju zlorab in izboljšanju obravnave starejših oseb. correlates of financial mistreatment in the National Elder
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več moči, starost pa več modrosti. Tako eno kot drugo je predators in nursing homes. Journal of psychosocial nursing and
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Pomembno je tudi vzpostaviti mehanizme, ki omogočajo Klawsnik, H., and Solomon, J. 2012. The sexual revolution's last
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[22] Altendorf, A., Draper, B., Wijeratne, C., Schreiber, J., and
Kanareck, D. 2020. Neglect of older people: Touching on forensic
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[23] Lachs, M. S., Williams, C. S., O'brien, S., Pillemer, K. A., and
Charlson, M. E. 1998. The mortality of elder
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[24] World Health Organization. 2002. The World Report on Violence
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[25] Pillemer, K., Burnes, D., Riffin, C., and Lachs, M. S. 2016. Elder
abuse: global situation, risk factors, and prevention strategies. The
Gerontologist, 56(Suppl_2), S194-S205.
[Vnesite besedilo]
Matične knjige pravoslavne župnije
sv. Cirila in Metoda v Ljubljani
Registry Books of the Serbian Orthodox Parish
St. Cyril and Methodius in Ljubljana
izr. prof. dr. Mari Jože Osredkar
Univerza v Ljubljani
Teološka fakulteta
Poljanska 4, 1000 Ljubljana,
Slovenija Tel: +386 1 434 58 46; fax:
+386 1 43458 54
mari.osredkar@teof.uni-lj.si
1 Uvod
POVZETEK 1.1 Demografski položaj balkanskih držav
Kljub nizki rodnosti in izseljevanju, Slovenija ohranja število Balkanske države se soočajo z zmanjševanjem prebivalstva. Albanija je zaradi izseljevanja od leta 2011 izgubila več kot prebivalcev zahvaljujoč priseljevanju iz južnih držav Balkana, 400.000 oz. 14% prebivalcev (1); v istem obdobju se je tudi na kar se močno odraža v islamskih in pravoslavnih verskih Hrvaškem prebivalstvo zmanjšalo za isto številko, pri njih to skupnostih v Sloveniji. V Islamski verski skupnosti v Sloveniji, pomeni 9,25% (2). Število prebivalcev Srbije se je v zadnjih Makedonski pravoslavni Cerkvi in v Srbski pravoslavni Cerkvi desetih letih zmanjšalo za skoraj pol milijona ali za 6,7 % (3). v Sloveniji se zelo povečuje število vernikov. Namen članka ni Severna Makedonija ima 9,2% manj prebivalcev kot pred predstavitev številk, temveč na vzorčnem – reprezentativnem dvajsetimi leti (4), tako, da je Makedoncev v tej državi manj od primeru ljubljanske srbske pravoslavne župnije pokazati, kako se dveh milijonov. Tudi na Kosovu je 200.000 prebivalcev manj kot je v Srbski pravoslavni Cerkvi v zadnjih 30 letih povečala pred petimi leti (5). Demografi v teh državah kot glavni razlog dejavnost pri podeljevanju zakramentov krsta in poroke ter pri za zmanjševanje števila prebivalstva navajajo izseljevanje. Edino opravljenih pogrebih. V prispevku so predstavljene matične Črna Gora nima manjka (6). knjige ljubljanske župnije sv. Cirila in Metoda Srbske
pravoslavne Cerkve, iz katerih je to dejstvo razvidno.
1.2 Privilegij Slovenije
Ključne besede: demografija, rodnost, Srbska pravoslavna
župnija sv. Cirila in Metoda v Ljubljani, matične knjige. Medtem, ko se število prebivalcev vseh samostojnih držav, ki so
nastale na ozemlju bivše Jugoslavije, drastično zmanjšuje,
Slovenija ohranja število prebivalcev (trenutno jih ima nekoliko
več od dveh milijonov in 124.000) (7) oz. jih kljub nizki nataliteti
ABSTRACT in izseljevanju celo nekoliko povečuje. Slovenija ima namreč
veliko boljše gospodarstvo od južnih držav Balkana, veliko
Despite the low birth rate and emigration, Slovenia maintains its možnosti zaposlovanja in v primerjavi z njimi predvsem boljše
population thanks to immigration from the southern countries of plače. Vsekakor pa je v Sloveniji dobra kvaliteta življenja. Vsi ti
razlogi privabljajo Hrvate, Bošnjake, Srbe, Makedonce in
the Balkans, which is strongly reflected in the Islamic and
Albance v Slovenijo. Posledično se veča število pripadnikov v
Orthodox religious communities in Slovenia. In the Islamic
islamskih in pravoslavnih verskih skupnostih v »deželi pod
religious community in Slovenia, the Macedonian Orthodox Alpami«. Church and the Serbian Orthodox Church in Slovenia, the
number of believers is increasing greatly. The purpose of the
article is not to present these numbers, but rather to show, using 1.3 Rast islamskih in pravoslavnih skupnosti v Sloveniji exemplary - representative examples of the Serbian Orthodox
parish in Ljubljana, how activity in the Serbian Orthodox Church Medtem, ko je ob zadnjem uradnem štetju prebivalstva, ki je
has increased over the past 30 years in the granting of the vsebovalo vprašanje verske pripadnosti, leta 2002, v Sloveniji
sacraments of baptism and marriage, as well as funerals. The živelo nekoliko več kot 48.000 muslimanov, jih je danes v naši
paper presents the registry books of the Ljubljana parish of St. državi, po oceni vodstva skupnosti, več kot 100.000. »Razloga
Cyril and Methodius of the Serbian Orthodox Church, from za to sta predvsem dva: nadaljevanje priseljevanja
which this fact is evident. muslimanskega prebivalstva v Slovenijo in nove generacije
muslimanov, ki so že rojene v Sloveniji« (8). Pred
Keywords: demography, birth rate, Serbian Orthodox Church, petindvajsetimi leti je v Sloveniji deloval en imam, danes jih
Parish of St. Cyril and Methodius in Ljubljana, parish registers. dvajset skrbi za pastoralno oskrbo vernikov. Poleg njih ima
skupnost za pastoralne potrebe (verouk, administracija)
zaposlenih še deset oseb. Makedonska pravoslavna Cerkev išče
pastoralne prostore v Mariboru, ker se je tam povečalo vernikov
močno povečalo. Ravno tako se v Sloveniji veča število
2
Information Society 2024, 12. oktober 2024, Ljubljana, Slovenia
pripadnikov Srbske pravoslavne Cerkve. Nobena od teh treh strani 99. Skupno lahko torej na 99 straneh najdemo 931 oseb, ki
verskih skupnosti ne ve točno, koliko članov ima. Mnogi verniki so se z zakramentom krsta včlanile v Srbsko pravoslavno Cerkev
se sicer udeležujejo obredov v Sloveniji, ampak naša domovina (v veliki večini so bili krščeni otroci) in podrobne podatke o
je za njih le prehodna in ko se ponudi priložnost, nadaljujejo njihovih starših in botrih. Krstna matična knjiga št. VIII ima
svojo pot na zahod Evrope; drugi verniki se udeležujejo obredov vpisane krste od septembra 2000 do decembra 2006 (97 strani)
le občasno in svoje prispevke za versko skupnost raje oddajajo v (11). Krstna knjiga št. IX ima vpisane krste od januarja 2007
matični domovini. Nihče torej sistematično ne vodi evidence novembra 2012 na 103 straneh (12). Krstna knjiga št. X ima
članstva. vpisane krste od februarja 2013 do decembra 2018 (na 197
Namen tega prispevka ni ugotavljanje števila pripadnikov, straneh) (13). Krstna knjiga št. XI ima vpisane krste od januarja
temveč na vzorčnem primeru analize matičnih knjig pokazati na 2018 do januarja 2023 na 99 straneh (14) in Krstna knjiga št. XII
povečanje aktivnosti podeljevanja zakramentov in opravljenih ima vpisane krste od februarja 2023 do danes (15). Šest knjig, ki
pogrebov v Srbski pravoslavni župniji sv. Cirila in Metoda v smo jih dobili v vpogled, so v dobrem stanju, pisava v cirilici je
Ljubljani, ki je največja in hkrati reprezentativna za Srbsko čitljiva, so pa pogoste napaka pri zaporednih številkah oz. pri
pravoslavno Cerkev v Sloveniji. Krst, poroka in pogreb so numeriranju knjižnih strani. Razen na platnicah, kjer so
namreč trije pokazatelji, da so priseljenci »pognali korenine« v uporabljene rimske številke strani, so v knjigah za številčenje
slovenskem okolju. uporabljene »arabske številke«!
2 Zgodovina SPC v Sloveniji 3.2. Poročne matične knjige
Začetke Srbske pravoslavne Cerkve v Sloveniji najdemo v letih označena z letnicami 1952-2007. Na 99-tih straneh vsebuje Pregledali smo tri poročne matične knjige. Poročna knjiga I je
po prvi svetovni vojni, ko je bila ustanovljena kraljevina Srbov podatke o vseh porokah na župniji od leta 1954 do 2007 (16).
Hrvatov in Slovencev. Prva pravoslavna župnija je bila Navedena so imena ženinov in nevest, ki so sklenili cerkveno
ustanovljena v Ljubljani leta 1919. V Mariboru dve leti kasneje. poroko v ljubljanski pravoslavni cerkvi in hkrati njihovi
V Celju je v tistem času bivalo okoli 200 orožnikov pravoslavne podrobni podatki. Poročna knjiga II ima na 49-tih straneh
vere s svojimi družinami. Duhovno oskrbo zanje je prevzel vpisane poroke od leta 2008 do 2015 (17). Poročna knjiga III pa
ljubljanski vojaški duhovnik protojerej Dimitrije Janković, ki je od 2015 danes (18). Vse tri knjige so v dobrem stanju, pisava v
imel veliko zaslug, da je bila leta 1921 ustanovljena cerkvena cirilici je čitljiva in vse numeriranje je korektno. Razen na
občina, in nato leta 1928 tudi župnija v Celju(9). Na začetku platnicah, kjer so uporabljene rimske številke strani, so v knjigah
druge svetovne vojne so okupatorji Nemci porušili cerkvi v za številčenje uporabljene »arabske številke«! Celju in v Mariboru in s tem onemogočili župnijsko versko
življenje. Po koncu vojne je duhovnik iz Ljubljane oskrboval 3.3. Pogrebne knjige srbske pravoslavne vernike po vsej Sloveniji. Postopoma pa so
se ponovno ustanavljale župnije: V Celju leta 1968, v Kopru leta Pogrebne matične knjige so tri. Pogrebi I, na straneh od 1 do 100
1976, dve leti kasneje v Kranju, v Novi gorici leta 1980, v Novem vsebuje seznam vseh pogrebov od leta 1952 do 2004 (19). V
Mestu 1983; zadnji dve sta bili ustanovljeni 2005 (ponovno) v knjigi Pogrebi II pa so vpisane osebe in njihovi podatki, ki so jih
Mariboru in 2011 v Postojni. Leta 1968 je deloval v Sloveniji en duhovniki pospremili na pokopališče in opravili verski obred pri
duhovnik Srbske pravoslavne Cerkve, ob vsaki ustanovitvi grobu od leta 2005 do 2021 (20). V zadnji, Pogrebi III so vpisani
župnije se je pridružil tudi nov duhovnik; na nekaterih župnijah pogrebi od leta 2021 do danes (21).
deluje več duhovnikov, tako, da je danes v Sloveniji na osmih V spodnji razpredelnici smo navedli število krstov, porok in
župnijah aktivnih 15 duhovnikov Srbske pravoslavne Cerkve. pogrebov od leta 1952 do danes. Skupnost se v zadnjih desetletji močno širi oz. se povečuje
število njenih vernikov. Priseljujejo se iz Srbije in iz Republike 3.1 Tabela 1: Podatki iz matičnih knjig srbske iz Bosne in Hercegovine. Točnega števila vernikov ne ve
nihče povedati, po oceni duhovnika Aleksandra Obradovića je na
vseh njihovih župnijah v Sloveniji aktivnih približno 100.000 Leto Krsti Poroke Pogrebi
vernikov. Omenjeni duhovnik in njegov kolega Rade Despotović 1952 6
Ljubljane vključuje tudi Domžale, Škofljico in Kamnik, aktivnih ocenjujeta, da je v letu 2024 v ljubljanski župniji, ki poleg mesta 1953 6
približno 2000 vernih družin, kar pomeni 8 do 10 tisoč vernikov. 1954 4 5
1955 2 4
3 Predstavitev matičnih knjig
1956 0 5
Župnija sv. Cirila in Metoda, srbske pravoslavne Cerkve v 1957 1 3
Ljubljani, katere cerkev se nahaja na Prešernovi cesti 35, hrani 1958 0 6 tri vrste matičnih knjig: krstne (Knjiga krštenih), poročne
(Knjiga venčanih) in pogrebne (Knjiga umrlih). 1959 2 1
1960 1 7
3.1 Krstne matične knjige
1961 3 4
Za našo raziskavo nam je bil omogočen vpogled v Krstne 1962 2 7 matične knjige od številke VII do XII. Krstna matična knjiga št.
VII ima na sprednji platnici napisane letnice 1994 do 2000 (10). 1963 0 11
Toda prvi vpisani krsti so iz januarja leta 1995; zaključi pa se s 1964 1 11 krstom, ki je bil podeljen 9. septembra 2000 in je zabeležen na
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1965 5 10 2009 176 27 49
1966 1 11 2010 172 24 46
1967 3 9 2011 165 34 69
1968 2 11 2012 160 29 69
1969 1 11 2013 159 37 48
1970 2 7 2014 184 30 36
1971 3 15 2015 170 20 55
1972 5 18 2016 181 22 54
1973 7 15 2017 215 23 53
1974 5 15 2018 195 35 77
1975 0 10 2019 173 29 68
1976 2 15 2020 106 14 78
1977 5 16 2021 158 14 105
1978 3 6 2022 188 32 92
1979 4 13 2023 218 21 82
1980 6 10
1981 6 10 4 Krsti
1982 2 13
1983 Število krstov v ljubljanski srbski pravoslavni župniji nam v 15 14
1984 21 2 znan podatek o spreminjanju (rasti) števila članov v skupnosti, bistvo kaže na položaj rodnosti v tej verski skupnosti. Čeprav ni
1985 nam prav število krstov orientacijsko razodeva demografske 27 14
1986 spremembe v skupnosti. Ko želimo primerjati rodnost v župniji 29 16
in v Sloveniji na splošno, nam koeficient 1,5, ki ga statistični
1987 30 10 urad objavlja za Republiko Slovenijo, nič ne koristi, ker
1988 koeficienta za župnijo Srbske pravoslavne Cerkve v Ljubljani ne 15 5
moremo izračunati. Ne poznamo namreč števila žensk v rodni
1989 28 14 dobi. Da bomo lahko primerjali s slovensko rodnostjo, bomo
1990 16 15 obdobja v župniji in v Sloveniji. primerjali povprečje prvih treh in zadnjih treh let obravnavanega
1991 Število krstov se od 1995 do 2023, torej v zadnjih tridesetih letih, 19 9
1992 na prvi pogled ni bistveno spremenilo, oz. opažamo zgolj majhno 19 19
rast. Če pa upoštevamo »odcepitev« župnije Postojna v letu
1993 2011, vidimo, da se je takrat krivulja na grafu št. 1 obrnila 24 25
1994 navzdol, potem pa se zopet povzpela. Od 1995 do 1997 lahko iz 31 17
matičnih knjig razberemo, da je bilo na župniji v povprečju
1995 200 43 37 163,66 krstov na leto. V triletju 2021 do 2023 pa se je to
1996 povprečje dvignilo na 188 krščenih otrok. S preprostim računom 142 24 26
ugotovimo, da se je rodnost od zadnjega triletja v prejšnjem
1997 tisočletju do danes povečala za 14,87%. Ko pa to konstantno 149 34 23
1998 rodnost primerjamo rodnosti v Sloveniji, pa pridemo do 140 27 30
zanimivih rezultatov. Da bo primerjava korektna, bomo tudi tu
1999 primerjali povprečji prvih in zadnjih treh let obravnavanega 191 28 37
2000 obdobja. V Sloveniji se je po podatkih Statističnega urada (22) 165 35 34
leta 1995 rodilo 18.980 živorojenih otrok, leta 2023 pa 16.989.
2001 155 45 45 Od leta 1995 do 1997 se je v Sloveniji povprečno na leto rodilo
2002 18.644 živorojenih otrok. Od 2021 do 2023 pa je to povprečje 100 41 52
17.866 rojstev. To pomeni zmanjšanje natalitete za 4,17%. V
2003 158 38 38 Sloveniji v prvem desetletju tretjega tisočletja do sredine drugega
2004 desetletja sicer beležimo povečano število rojstev, od 2017 pa do 177 30 44
2023 pa je drastičen padec, ki se zaključi z najnižjim številom
2005 155 24 52 rojstev v zgodovini vodenja statistike v Sloveniji. V ljubljanski
2006 župniji Srbske pravoslavne Cerkve se je rodnost torej povečala 164 39 49
za nekaj manj od 15%, Slovenci pa beležimo zmanjšanje za nekaj
2007 150 36 50 več od 4%. Razlika je skoraj 20%.
2008 145 36 46
4
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V spodnjem grafu nam krivulja kaže gibanje krstov na
obravnavani župniji. Število porok v dvajsetih letih 21. stoletja ostaja identično številu
iz devetdesetih let. Vendar, kakor smo omenili zgoraj, je
4.1 Graf 1: Število krstov potrebno upoštevati nov način skupnega življenja. Vsekakor pa
je ohranitev števila porok pokazatelj velikega števila parov oz.
družin. Če namreč primerjamo s katoliškimi župnijami, kjer je
Krsti število zelo upadlo, je je ohranitev števila na pravoslavni župniji znamenje velikega števila vernikov.
250
200 6 Pogrebi
150
Najboljši pokazatelj gibanja aktivnosti na župniji svetih bratov
100 Cirila in Metoda je pogrebna matična knjiga. Pri izseljencih, ki
50 imajo močne vezi s svojo matično domovino, torej s svojimi
sorodniki in prijatelji, je značilno, da svoje pokojne pokopljejo
0 na pokopališču v domačem kraju, v Srbiji ali Republiki srbski.
Šele, ko »poženejo korenine« v novi domovini, torej v Sloveniji,
1995 1997 1999 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2019 2021 2023 se odločijo in kupijo grob na primer na ljubljanskih Žalah in tu
Krsti pokopljejo svoje umrle. Dobili smo vpogled opravljenih
pogrebov od leta 1952 do danes. Prvih deset let število ni
preseglo deset pogrebov na leto. Nato se številka veča; od 1963
do 1993 se giblje med deset in dvajset. Upoštevati moramo, da
se številka nekoliko zaustavi v letih, ko so nove župnije
5 Poroke postopoma zmanjševale teritorij in število vernikov ljubljanske
župnije: 1968, ko je bila (ponovno) ustanovljena župnija Celje,
Odgovorni na župniji so nam omogočili vpogled v poročne 1976, ko je bila ustanovljena župnija Koper, 1978 z ustanovitvijo župnije v Kranju, 1983 v Novem Mestu in 2011 v Postojni. Po matične knjige od leta 1954 dalje. Do 1983 je število porok na
leto zelo majhno. Prvih deset let se število giblje od 0 do 4, leta letu 1995 je bilo nad trideset pogrebov v povprečju na leto. Z
1980 jih je bilo 6; leta 1985 najdemo vpisanih petnajst parov, ki letom 2020 pa številka pogrebov strmo naraste. Upoštevati
so se poročili v cerkvi sv. Cirila in Metoda. V obdobju od 1983 moramo večjo umrljivost, ki jo je povzročil virus Korone leta
do 1994 se število giblje od 15 pa vse do 31, od 1995 pa do 2002 2021. V letih 2022 in 2023 se namreč število pogrebov zmanjša.
pa je število med 30 in 45. Tudi tu je potrebno upoštevati, da je
bila leta 2011 ustanovljena nova pravoslavna župnija v Postojni, 6.1 Graf 3: Število pogrebov ki je od ljubljanske župnije »odtrgala ozemlje od Vrhnike do
Postojne. Zaradi manjšega števila vernikov, je v tem obdobju
zabeležen padec porok v ljubljanski župniji. Od 34 poročenih Pogrebi parov v letu 2011 vidimo padec števila (z izjemo 2013) porok vse
do leta 2018, ko se zviša. V zadnjih šestih letih pa se število zopet
manjša, tako, da imajo v letu 2023 zabeleženih le 21 porok. Ta 150
upad je po izjavi duhovnika Aleksandra Obradovića povezan s 100
tendenco, ki je v Sloveniji »moderna«, da mladi pari ne sklepajo
uradnih zakonskih zvez ampak zgolj živijo skupaj »brez obljub 50
oz. obveznosti. V pogovoru z avtorjem tega prispevka je 0
duhovnik, ki je odgovoren za vso Srbsko pravoslavno Cerkev v
na ljubljanski župniji opravijo, zaprosijo starši, ki niso 1952 1959 1968 1977 1986 1995 2002 2005 2008 2011 2014 2017 2020 2023 Sloveniji pojasnil, da v zadnjih letih polovica krstov otrok, ki jih
(cerkveno) poročeni.
5.1 Graf 2: Število porok Sklepamo na konstantno priseljevanje, le ob ustanovitvi novih
župnij je padec opravljenih pogrebov. V zadnjih tridesetih letih
Poroke se je število pogrebov povečalo za štiri do pet krat, to je od 20 na
90 pogrebov.
60
40 7 Analiza gibanja številk
20
Kljub temu, da je ljubljanska župnija v osemdesetih letih
0 prejšnjega stoletja z ustanovitvijo novo meške župnije izgubila
Grosuplje in Kočevje, leta 2011 pa ozemlje od Vrhnike do
1954 1963 1972 1981 1990 1999 2005 2008 2011 2014 2017 2020 2023 Postojne, ki se je pastoralno osamosvojila, se je število krstov na
župniji v zadnjih tridesetih letih povečalo za slabih 15%, število
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porok je sicer ostalo enako, število pogrebov pa se je povečalo (7)Statistični urad Slovenije:
za skoraj 5 krat. Pri analizi dejavnosti v Srbski pravoslavni https://www.stat.si/statweb/News/Index/12998
župniji svetih bratov Cirila in Metoda v Ljubljani moramo
omeniti še dve dejstvi. V začetku devetdesetih let je na župniji (8) Jeglič, Urška. Neujemanja z islamskimi predpisi pokopa pri
deloval en duhovnik, danes jih deluje 5, ki poučujejo tudi verski muslimanih v Republiki Sloveniji. Bogoslovni vestnik : glasilo
1 Teološke fakultete v Ljubljani. [Tiskana izd.]. 2020, letn. 80, [št.]
nauk 120 otrok . Po izpovedi duhovnika Aleksandra je bilo leta
2013 v Ljubljani samo 40 vero učencev. Torej se je število 4, str. 876
duhovnikov v zadnjih tridesetih letih povečalo za 5 krat, število
(9) Cvelfar, Bojan, Srbska pravoslavna Cerkev na Slovenskem
vero učencev pa v zadnjih desetih letih 3 krat. med obema vojnama, Ljubljana: Ištitut za novejšo zgodovino,
Če te ugotovitve združimo, lahko napišemo, da so se verske 2017, 318-319. aktivnosti v zadnjih tridesetih letih na predstavljeni župniji
močno povečale. Iz tega lahko sklepamo, da se je tudi povečalo (10) Knjiga krštenih VII, Parohija ljubljanska u Ljubljani.
število vernikov oz. prišlekov iz Srbije in Republike srbske, ki
izpovedujejo Srbsko pravoslavno vero. (11) Knjiga krštenih VIII, Parohija ljubljanska u Ljubljani.
(12) Knjiga krštenih IX, Parohija ljubljanska u Ljubljani.
8 Sklep
(13) Knjiga krštenih X, Parohija ljubljanska u Ljubljani.
Pri migracijah smo ljudje najbolj občutljivi na vrednote, ki jih
prinesejo migranti s seboj in se razlikujejo od naših vrednot. (14) Knjiga krštenih XI, Parohija ljubljanska u Ljubljani.
Najprej gre za kulturo, potem jezik in nenazadnje tudi versko
prepričanje. Odnos med prišleki in lokalnim prebivalstvom se od (15) Knjiga krštenih XII, Parohija ljubljanska u Ljubljani.
države do države razlikuje. Evropska unija zagovarja in predlaga
model integracije. Integrirani migranti se bodo lahko vključili v (16) Knjiga venčanih I, Parohija ljubljanska u Ljubljani.
slovensko kulturo in se naučili slovenskega jezika. Vera pa je
nekaj tako intimnega, da človek ohrani versko prepričanje in (17) Knjiga venčanih II, Parohija ljubljanska u Ljubljani.
prebivalci drugačnih veroizpovedi. Za skupno bivanje je torej (18) Knjiga venčanih III, Parohija ljubljanska u Ljubljani. pripadnost svoji verski ustanovi tudi v okolju, kjer živijo
vključuje sprejemanje in spoštovanje drugačnosti, kar je (19) Knjiga umrlih I, Parohija ljubljanska u Ljubljani. nujno potreben medkulturni in medverstveni dialog. Ta pa
pogojeno s poznanjem veroizpovedi in verske prakse, v našem
primeru, srbske pravoslavne skupnosti v Sloveniji. Bojan (20) Knjiga umrlih II, Parohija ljubljanska u Ljubljani.
Cvelbar piše v svoji knjigi, da so v Celju v letih po prvi svetovni (21) Knjiga umrlih III, Parohija ljubljanska u Ljubljani. vojni katoličani raztrgali celo oglase, ki so Srbe vabili na
ustanovni sestanek Srbske pravoslavne občine. Danes se kaj (22) Statistični urad, SiStat:
takega ne dogaja več. V Sloveniji imamo zgleden odnos med https://pxweb.stat.si/SiStatData/pxweb/sl/Data/-
katoličani, pravoslavnimi in muslimani. Dokaz tega /05J1002S.px/table/tableViewLayout2/
prijateljskega dialoga so srečanja in skupne izjave o družbeno
pomembnih vprašanjih.
Reference in viri
(1)https://forbes.n1info.si/novice/zdaj-je-izmerjeno-balkanska-
drzava-se-je-skrcila-za-vec-kot-400-tisoc-ljudi/
(2) https://www.rtvslo.si/svet/evropa/v-10-letih-se-je-stevilo-
prebivalcev-na-hrvaskem-zmanjsalo-za-skoraj-400-000/608576
(3)https://www.slobodnaevropa.org/a/srbija-popis-
stanovnistvo/32187570.html
(4)https://vecer.com/svet/popis-prebivalstva-v-severni-
makedoniji-vsi-rinejo-v-skopje-10279088
(5)https://reporter.si/clanek/svet/na-kosovu-16-milijona-
prebivalcev-se-pred-desetletjem-je-tam-zivelo-18-milijona-
ljudi-1284458
(6)https://balkans.aljazeera.net/news/balkan/2024/1/25/crna-
gora-prvi-rezultati-popisa-minimalan-rast-broja-stanovnika
1 Na vseh osmih župnijah v Sloveniji obiskuje verouk približno 400 otrok.
Poučevanje je v srbskem jeziku, čeprav uporabljajo tudi pravoslavni molitvenik v
slovenskem jeziku.
EMIGRATIONS FROM KOSOVA IN THE FIRST TWO
DECADES OF THE 21st CENTURY- TREND AND
CHALLENGES
Dr.sc. Sami Behrami
Kosova Environmental Protection Agency
Luan Haradinaj Str. (former Media Palace), 14th floor, 10000 Pristina, KOSOVA
E-mail: samibehrami@gmail.com,
Abstract:
1. Introduction
In the first two decades of the 21st century, Kosova is Population (people) are the greatest asset of a country characterized as a territory with a very high rate of
emigration, a rapid decrease in births and natural increase, Population emigration from Kosova to European countries followed by changes in the structure of the population by is not a new phenomenon. Throughout the 20th century age, which have consequently caused challenges in many and the beginning of the 21st century Kosova has segments of life in Kosova. remained a typical migratory territory. The main causes High rate of emigration is the main factor that today Kosova that forced the population to emigrate were and still is facing radical changes in its demographic profile. The remain: the low situation is so unfavorable that it can be defined as a level of economic development, the destruction caused by demographic crisis. wars, the unfavorable political situation, the creation of the The demographic problems that Kosova is facing can be system based on political party criteria and nepotism, prevented or mitigated through population policies that avoiding meritocracy and values in the creation of the would enable the creation of conditions for sustainable system, the dissatisfaction of the citizens of Kosova with demographic development, which is achieved by creating the perspective of the socio-economic future and with the conditions for people, particualrly for the youth, to have general level of well-being, which is manifested by a high confidence in building a future in their country. rate of unemployment (especially among young people) If the population, particularly young people, have access and a high percentage of people living in poverty, etc. to quality education and health care, if they are in stable Therefore, the economic issues related to unemployment employment and receive support for raising children, etc., and poverty are the main concerns of Kosova citizens. they will be less likely to emigrate and more likely to decide Recent opinion polls show that these two economic to have children. Eliminating the causes that push young parameters are also national security threats that Kosova people to emigrate is the key to cease the deepening of faces with. According to these data, about 70% of the demographic crisis in Kosova. respondents believed that the high rate of unemployment The perspective of future development made it necessary is the biggest threat to Kosova (1) . Considering the high to take measures to control demographic processes, rate of unemployment and the large number of people especially emigration and births, after the forecasts of living below the poverty level, emigration is seen as an Kosova’s population show that in the future Kosova will opportunity by the citizens of Kosova to find a better social face many challenges as a result directly from the and economic perspective abroad, turning emigrations into unfavorable demographic developments, which in the a risk for demographic, socio-economic and security following years and decades will only deepen further. developments in the country. As a result of the high migratory flux, Kosova nowadays is Key words: emigration, population, demographic facing radical changes in its demographic profile: on the sustainability, challenges, Kosova etc. one hand, there is a drastic reduction in the number of births - natural increase, while on the other hand, as a Permission to make digital or hard copies of part or all of this work for result of selective emigration, the population is aging with personal or classroom use is granted without fee provided that copies are accelerated trends.. not made or distributed for profit or commercial advantage and that Since emigrations are the most important factor in the copies bear this notice and the full citation on the first page. Copyrights decline or stagnation of the population of Kosova, it is for third-party components of this work must be honored. For all other
uses, contact the owner/author(s). necessary for the state to act in order to affect the
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia reduction of the causes that encourage emigration.
© 2024 Copyright held by the owner/author(s). Creating the conditions for people, particularly for the
youth to contribute to building a future in their country, is
the key to stopping emigration and solving the
demographic crisis in Kosova.
501
2. External (international) emigrations of the population The situation is so unfavorable that it can be considered a
demographic crisis.
. For a period of over a century, Kosova has been Since the end of the 1999 war, strong waves of emigration
characterized by a negative migration balance, which from Kosova have been associated with the second
means that the number of emigrants has been greater than decade of the 21st century, with a culmination during the
the number of returnees-immigrants. years 2014 and 2015, which are also associated with the
In the period 2000-2021, over 420,000 inhabitants left economic crisis and global uncertainty. While the reasons
Kosova (according to KAS statistics), with an average of for emigration, in the beginning, were of an economic
over 21,000 inhabitants per year, although there was nature, now the loss of hope and uncertainty about the
previously the conviction that upon the freedom and future in Kosova has become the main reason for
independence, Kosova would also recover from this emigration.
century-old wound. st The emigrations of the two decades of the 21 century are
External emigration is one of the main reasons why the most unfavorable waves to date. This trend is
Kosova nowadays is characterized by unfavorable developing in circumstances of reduced births, decline in
demographic trends such as: stagnation of the total natural increase, stagnation with decreasing trends in the
number of the population with a downward trend, rapid total number of the population and the accelerated process
trends of decreasing the birth and natural increase, of deformation of the population structures, particularly that
deterioration in the structures of the population by age - by the age towards the aging of the population.
demographic age, as well as other population structures.
Graph 1. Trends in births, natural increase, emigrations and external migration balance in Kosova 2011-2021( 2)
40000
20000
0
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021
-20000
-40000
-60000
-80000
F NI E MB
2.1. Trends of external emigrations of the population 2011-2021
Like in many countries of the world, also in Kosova, population emigration in Kosova 2011-2021, from 2011 to
emigration statistics are incomplete because many 2015 there is a constant increase in the number of
residents do not deregister their residence in Kosova emmigrants. The year 2014 and particularly 2015,
before they leave or they do so long after moving. represent the years with an extreme increase in the
However, even such incomplete data show that in the number of emmigrants when the number of emmigrants
period 2011-2021 more than 309 thousand inhabitants compared to 2011 had increased by 323.9% or 4.2 times
moved abroad, this number is much higher (almost 190 (2014) and 598.8% or close to 7 times (2015). Excluding
thousand more) than in the period 2001-2010, when more the mass exodus and deportation of about 1 million
than 119 thousand of them moved. Albanians by the Milosevic’s regime in 1999, between the
Although the emigration statistics are incomplete, they are end of 2014 and the beginning of 2015, an unprecedented
the only official data on the number of emigrants presented phenomenon of illegal emigration occurred in Kosova (3).
in table 1. As it can be seen from the table and graph on In the period 2017-2021, there was also a continuous
502
increase in emigration, with exception of the year 2020 making this period with the most movement restrictions in
when Kosova was characterized by a positive migration the history of international travel (4). However, in 2021, the
balance. number of emmigrants was much higher than in 2020 (4.8
The main reason for this is the pandemic of the disease times higher) and close to 2014, so it can be expected that
COVID-19, due to which many countries closed their after 2021 there will be no decrease in the number of
borders, so the employment of foreign nationals in these emmigrants.
countries became difficult or impossible. Thus, more than
150 countries had imposed such restrictive measures,
Graph 2. Number of emigrants from Kosova 2011-2021(5)
80000
70000
60000
50000
40000
30000
20000
10000
0
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021
Number of emigrants
That emigrations have reached alarming proportions is economic development, unemployment, prospects for a
also proven by the fact that during 2021, 119 people left better and safer, more dignified life, etc.
Kosova within a day, or 1 person every 12 minutes. Based The situation in terms of emigrations may even deteriorate
on the preliminary data, during 2022 the situation only in the case of visa liberalization and the union of Kosova
worsened even more. with the EU, which may trigger an increasing wave of
Even more worrying is the fact that based on various emigration, given the fact that Kosova lags behind the EU
surveys carried out in the country, about 60% of the countries in the socio-economic sphere, since one of the
respondents have expressed the desire to leave Kosova, main factors of migrations is the difference in incomes
mainly the new generations (20 to 40 years old) who make between the countries of origin and the hosting countries.
up the main demographic and birth contingent, the Such a tendency is also based on the practices of various
contingent of work, security, etc., causing a decline in countries which, after liberalization and membership in the
“human capital”, as the main carrier of socio-economic EU, have faced an increased migratory flux.
development.
Despite the fact that Kosova faces a very high emigration 2.2. External emigrations from Kosova by
flux, more than half of Kosova’s citizens (55.4%) agree that municipalities
emigration will have a negative impact on future
developments in the country, 15.3% agree that there will The analysis of emigration at the level of municipalities
not be any impact, 16.9% do not know what impact they provides us with information about the spatial dimension of
will have, while 11.6% agree that emigration will have a this phenomenon in Kosova, as well as the ascertainment
positive impact (6). whether there have been significant changes in certain
Taking into account the current progress but also what is periods of time.
expected in economic development, employment In order to ascertain the spatial change and the fact that
opportunities and other unfavorable circumstances, for there have been changes in the intensity of external
some more time there should be expected migratory emigration, there will be used as the indicator - the rate of
movements of the population with undiminished intensity. emigration, which represents the ratio between the number
Unfortunately, Kosova’s institutions have done ver y little in of emigrants and the number of the resident population in
addressing the emigration driving factors such as: 2021 in the respective municipality (per 100 inhabitants).
The number of emigrants in relation to the number of
503
resident population in Kosova differs greatly among 19% - from 7 municipalities, 20-29% - from 6
municipalities. The data from the 2011 population census municipalities, 30-39% - from 8 municipalities and over
show that in municipalities with a small number of resident 40% - from 11 municipalities. In relation to the resident
population, such as: Shtërpca, Graçanica, Ranillug and population, Suhareka, Obiliq, Gjilan, Mitrovica, Vushtrri,
Mamusha, the emigration was lower, below 10%. etc. had the largest number of population involved in
In this census, Kosova had 21.4% of the population living emigration.
abroad, whereas between 1-9% of the population abroad
was from 9 municipalities, 10-19% from 12 municipalities, 2.3. Emigration by Municipalities 2011-2021
20-29% from 13 municipalities, 30-39% from 3
number of emigrants in the 2011 census, nearly 47% of the continued with considerable intensity during the period 2011-2021. During this period, almost all municipalities in population lived abroad, Klina 34.1%, Mitrovica 33.2%, Kosova were characterized by a negative migration Gjakova 31.4%, etc. to the resident population, Suhareka had the largest Migration, Migration, especially external emigration, municipalities and over 40% from 1 municipality. In relation
emigration at the municipal level, between the 2011 pandemic (when movements, especially abroad, were restricted), only the municipalities of Prishtina and Kaçanik The data and the difference (increase) in the data on (7) balance, except for the year 2020 when, due to the
show that the phenomenon of emigrations in many had a negative migration balance; all other municipalities population census and the emigration statistics of 2021
municipalities has taken on worrying proportions. in 2020 had a positive balance.
Based on the statistics of the Kosova Agency of Statistics Data (8) published by the Kosova Agency of Statistics
in 2021, the percentage of the overall Kosova population show that at the Kosova level, in the period 2011-2021, an
living abroad reached 36.6% from 21.4% in the 2011 average of 15.9 residents (16 residents per 100) were
population census, while there was a significant increase involved in migration compared to the total number of
in this percentage in its municipalities. Thus, between 1- residents in 2021
9% of the population abroad was from 6 municipalities, 10-
.
Map 1 and 2: The number of emigrant population compared to the resident population by municipalities in 2011 and
2021, expressed as a percentage.
. As in the 2011 population census and during the 2011- be due to incomplete statistics (non-inclusion) and the fact
2021 period, in municipalities with a small number of that these municipalities are already experiencing
resident populations, migration was lower, such as in demographic aging (lack of migration potential).
Elezit, North Mitrovica, and Deçan, municipalities that had During the 2011-2021 period, in relation to the resident Partesh, Gračanica, Zvečan, Zubin Potok, Kllokot, Hani i
fewer than 5 emigrants per 100 residents. However, it population, the municipalities with the highest number of
should be noted that low migration in some municipalities emigrants (per 100 residents) were: Obiliq 45.4%, Gjilan
(especially those with a majority Serb population) may also 40.3%, Kamenica 38.6%, Vushtrri 31.3%, Fushë Kosova
504
28.3%, Suhareka 26.6%, Ferizaj 22.2%, Mitrovica 20.4%, pupils by 16.1% in primary and lower secondary
Shtime 20.4%, etc. It should also be noted that external education, 11.2% in upper secondary education,
migration is the dominant form of migration throughout the and 21.3% in higher education has been
observed period and in almost all municipalities in Kosova. observed in the last five years);
National security: (In the 21st century, the
3. The Consequences of emigration concept of “security” has transformed
significantly and is no longer equated only with
military security but also includes other forms
The unfavorable economic situation in Kosova, the decline such as demographic, economic, ecological,
in the standard of living for many citizens, the lack of political, and other types of security);
opportunity to find work even in one's profession, long And more.
waits for employment, insufficient wages considering
qualifications, an unfavorable climate, and the loss of Due to space constraints, only the consequences of
prospects for a better life, especially among the youth, are migration on demographic developments in Kosova are
some of the most important economic factors driving addressed in this paper.
individuals to decide to emigrate temporarily or
permanently from Kosovo. 3.1. Demographic Consequences
In the UNDP Public Pulse survey of 2022, the unfavorable Demographic issues are of crucial importance for the
economic situation—unemployment (36.4%) and poverty development of any state because development cannot be
(21.1%)—are the main problems Kosova currently faces achieved under unfavorable demographic conditions
(9 where migration plays a significant role. ). Unemployment, poverty, and the search for a better
future for their families remain the primary reasons for Migration affects the size of the population by causing the
migration among Kosovars, especially among the youth. loss of that segment of the population which constitutes
Among the youth, the primary reason for considering development potential, birth rates (with a decline in births),
emigration was the lack of job opportunities in Kosova, natural population growth, and the population structures
according to 67% of respondents (55% in 2018). Another (demographic, economic, social, ethnic, etc.), leading to
45% cited the lack of personal prospects as a reason (32% natural depopulation, brain drain, and population aging.
in 2018), and 39% mentioned the unfavorable economic As a result of the decrease in the number of births from
situation in their families/low income levels (38% in 2018). 38,687 (2000) to 22,830 (2021), representing a decline of
The findings from focus groups further emphasized the 15,857 births or nearly a halving of births (-41%), and the
issues of unemployment, financial difficulties, and lack of increase in the number of deaths, natural increase is
prospects as possible reasons for migration (10). characterized by an even faster decline compared to birth
Over the last twenty years, Kosova has been characterized rates. Thus, compared to 2000 when the natural increase
by massive emigration, especially among highly educated was 34,296 people, it decreased to 9,811 in 2021,
youth. This is evidenced by the increase in the participation representing a reduction of 24,485 people, or about 3/4 (-
of emigrants with higher education (before emigration) 71.4%). The natural increase in 2021 is similar to that of
from 17.8% in the 1990s to around 31.5% (11) the second half of the 1930s. in the first
decade of the 21st century. The scale of the decline in the number of births is illustrated
Particularly concerning is the recent trend of increased by the fact that in 2008, an average of 94 babies per day
emigration not only of individuals, but also of entire families were born in Kosova, while in 2021 this number decreased
(12). to 62 births per day, and regarding natural increase, from Many of the young people who emigrate do not leave
alone; in most cases, they move with their families, and 76 new residents to only 27 residents.
many others start families in the host country, significantly The significant impact of migration on the decline in birth
impacting Kosovo's demographic landscape. rates and natural increase is also evidenced by the
The consequences of migration manifest in all segments increase in the percentage of births and natural increase
of life: that occurred abroad. From 2011 to 2021, the percentage
Demographic: of births outside Kosova increased from 19.3% to 31.8% (the size of the population,
causing the loss of the segment of the population of the total number of births, meaning that migration has
that constitutes development potential, birth also taken away a significant portion of the birth rate—
rates, natural population growth, and the about 1/3.
structure of the population—demographic, The rapid decline in natural increase and selective
economic, social, ethnic, etc.—leading to natural migration (ages 20-39 constitute nearly half of the
aging. For example, while in 2011 people aged 60 and Socio-economic: (low per capita GDP growth, over constituted 9.6% of the population, in 2021 this age depopulation, brain drain, and population aging); emigrants) have accelerated the process of population
the social system and pensions, emigration of 0-19 years has shown a trend of decreasing participation from 38.1% to 32.3%. Population aging has negative qualified individuals, etc.); consequences for demographic, economic, social Education system: decreased competitiveness, negative impact on group increased to 13.3%. At the same time, the age group slowed economic growth, loss of labor force,
of pupils and students as a result of emigration developments, etc. (the reduction in the number
and declining natural growth—over the last seven To prevent population aging due to the predominance of young age groups in migration flows, it is necessary to years in Kosova, a reduction in the number of
505
discourage external migration of the population at a young However, if measures are not prompt and effective, merely
age through improvements in conditions, opportunities, reducing emigration and implementing the measures
access, and integration of youth into professional training, outlined above will not be sufficient. It is also necessary to
vocational education, university education in market- consider strategies for attracting emigrants from other
demanded fields, and the labor market. countries, which is a process fraught with many
Alongside the concerning negative demographic trends of challenges.
today, recent migration trends are increasingly impacting Today, due to the lack of policies, emigration and the
other areas of life, such as the labor market, destabilization diaspora may be considered more of a loss and threat than
of educational and health systems, and in the coming an asset and partner, although in reality, the diaspora is a
years will also affect the economic, social, and pension valuable asset in the establishment of the state of Kosova.
systems, inter alia, for an extended period. In the long
term, the old structure of the workforce, negative natural
increase, and the departure of youth from Kosovo will
threaten the functioning of pension and disability insurance
funds and health insurance, which will lack sufficient funds References / Literatura
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kercenim-te-pergjithshem-per-kosoven
506
Pravica do groba - možnosti pokopavanja na pokopališčih
v Sloveniji
The Right to Grave - Possibilities of Burying in the
Cemeteries in Slovenia
Drago Čepar
Ljubljana, Slovenija
drago.cepar@gmail.com
Povzetek raziskava, ker država ne razpolaga s podatki, ki bi omogočili njeno preverbo. V Sloveniji zakon dopušča pokop v krsti in upepeljevanje
pokojnikov. Enoletna raziskava je pokazala, da je treba zavrniti Vsebina raziskave sodi v temo “pojavi in odnosi v sodobni
ničelno hipotezo, da ni diskriminacije tiste manjšine, ki si želi družini«. Zakaj? Ker so rojstvo, poroka, smrt - vključno z vsemi,
pokopa v krsti. Lokalni predpisi tak pokop ponekod z njimi povezanimi občutji, obredi, obveznostmi - ključne točke
prepovedujejo, onemogočajo ali otežujejo, država pa z zakonom družinskega življenja in družino ter odnose v njej močno
ne varuje pravice do groba. določajo; tudi odločanje o številu otrok, s čimer smo že pri
Ključne besede družine, njenih korenin in vrednot ter odločanje za življenje so demografiji. Spoštovanje, odnos in ljubezen do živih članov
Diskriminacija, družina, pokopališče, pokopavanje, pravica do močno povezani s spoštovanjem mrtvih teles sorodnikov,
groba, upepelitev posebej prednikov, načinom zadnjega slovesa od njih in
odnosom do njihovih grobov kot točk izražanja ljubezni do njih
Abstract in točk spoštljivega srečevanja družinskih članov. Spoštovanje
In Slovenia law allows for cremation and for burying of body in družinskih korenin, povezano z željo, da se rod nadaljuje, in bodo
a coffin. In a one-year research it was shown, that the null vnuki in pravnuki ponosni na svoje dede in pradede ter se bodo
hypothesis, that there is no discrimination of the minority, nanje ljubeče spominjali ob spomenikih ter na grobovih, v
preferring burial in a coffin, has to be rejected. Such burial is in katerih počivajo – to spoštovanje in te želje so težko združljive
some places prohibited, disabled or made difficult by local na primer z odločitvijo, da bi pokojnega družinskega člana
regulations; the state in its legislation does not protect the right poslali v postopek, v katerem mu bodo zdrobili lobanjo, ali da bi
to grave. njegove ostanke »pokopali« z raztrosom, ki za njim zabriše
vsako sled in ne ohranja mesta spomina nanj. Rezultati raziskave
Optional: Keywords so lahko dragocena izhodišča za preučevanje pojavov in odnosov
Discrimination, family, cemetery, burying, right to grave, v sodobni družini, njenih ekonomskih, antropoloških in
cremation socioloških vidikov ter ideoloških vplivov nanjo.
1 Uvod
V Sloveniji zakon dopušča tri oblike pokopa: pokop s krsto, 2 Potek raziskave
pokop z žaro in raztros pepela [1]. Pri prvi obliki gre za pokop Raziskava ima dva dela. V prvem delu sem vsako od 212
telesa, pri drugi in tretji pa najprej za sežig telesa in zdrobitev slovenskih občin 24. 5. 2022 zaprosil za sedem podatkov: število
kosti, potem pa pokop v žari ali raztros. Jedro članka je poročilo vseh pokopališč v občini ter števila pokopališč, na katerih: ni
o raziskavi možnosti pokopa na pokopališčih v Sloveniji, ob mogoče dobiti novega prostora za klasični grob, je pa mogoč
ničelni hipotezi, da ni diskriminacije tiste manjšine, ki si želi klasični pokop v obstoječi grob, če mu je potekla mirovalna
pokopa v krsti. Za testiranje te hipoteze je bila potrebna posebna doba; klasični pokop sploh ni mogoč, opravljajo pa se druge vrste
pokopi; ni mogoče dobiti novega prostora za žarni grob oziroma
nišo, je pa mogoč pokop žare v obstoječi klasični grob, žarni grob
∗Drago Čepar ali nišo; žarni pokop sploh ni mogoč, opravljajo pa se druge vrste
Permission to make digital or hard copies of part or all of this work for personal or pokopi; niso možni pokopi z raztrosom pepela, so pa možni
classroom use is granted without fee provided that copies are not made or distributed drugačni pokopi; ni mogoč nikakršen pokop. for profit or commercial advantage and that copies bear this notice and the full
citation on the first page. Copyrights for third-party components of this work must
be honored. For all other uses, contact the owner/author(s). Tridesetim občinam je bilo treba ponovno poslati, ker nisem
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia poslal na pravi naslov. Polovica vseh je odgovorila takoj,
© 2024 Copyright held by the owner/author(s).
http://doi.org/10.70314/is.2024.dem.7 polovica preostalih po drugem pošiljanju; po tretjem 5. 10. 2022
jih je ostalo nekaj deset – od teh sem podatke dobil posamično,
nekaj tudi po telefonu. Ponekod so pred odgovorom želeli Drugi del raziskave je pokazal, da je pravica do groba
podrobnejšo obrazložitev namena raziskave. Izkazalo se je, da ne oziroma, kot pravi Ustavno sodišče, »posmrtna zaščita osebnosti
le država ampak tudi mnoge občine nimajo teh podatkov, saj pokojnika in njegovega dostojanstva ter želja, da bodo njegove
mnogo pokopališč upravljajo krajevne skupnosti. Za taka odločitve, ki so bile sprejete za časa življenja, spoštovane tudi po
pokopališča (kakšna občina jih ima tudi več deset) je bilo treba njegovi smrti« [2] grobo kršena tudi pri pokopu oseb, ki jih
poiskati kontakte krajevnih skupnosti in podatke dobiti od njih, občina pokoplje na svoje stroške. Med 21 nenačrtno
večinoma po telefonu. Konec aprila 2023 sem imel vse pregledanimi občinami - nobena ni mestna - sem v dvanajstih
odgovore. primerih v odloku o pokopališki in pogrebni dejavnost ter
urejanju pokopališč našel določbo o obveznem sežigu; od teh
V drugem delu sem pregledal nekatere občinske odloke o dvanajstih je v šestih primerih določen raztros, v treh žara, v treh
pogrebni in pokopališki dejavnosti in v njih poiskal z ničelno pa raztros ali žara; dve občini sta zapisali vse tri možnosti in ena
hipotezo povezane določbe. od njih daje prednost pokopu v krsti; ena navaja krsto ali žaro;
šest odlokov ne določa ničesar. Od dvanajstih mestnih občin jih
šest določa sežig ( tri raztros, tri pa žaro ali raztros), v šestih pa
to v odloku ni določeno. V tistih šestih, ki določajo sežig, ni
3 Rezultati določbe, da je treba vprašati sorodnike ali upoštevati željo
Prvi del raziskave pove, da je vseh pokopališč 1 231. Število pokojnega; da si bo občina skušala povrniti strošek pokopa iz
pokopališč ene občine se giblje od nič v dveh občinah do 45 v pokojnikove zapuščine, pač. Pregledal sem torej 33, oziroma
eni občini. Žare povsod pokopavajo v klasične grobove, nekatera dobrih 15 odstotkov vseh občinskih odlokov. To je le del celotne
pokopališča pa imajo za žare niše v žarnem zidu, žarna polja, ali populacije 212 občin, za razliko od prvega dela raziskave, v
posamične žarne grobove. Med skupno 212 občinami jih 67 na kateri sem zbral podatke o celotni populaciji pokopališč. Vendar
vseh svojih pokopališčih: zagotavlja pokope v krstah in v žarah; to zadošča za ugotovitev diskriminacije. Koliko te vrste
prostora za raztros nimajo; na voljo pa je prostor tako za najem diskriminacije bi našel, če bi pregledal vse občinske odloke,
novih klasičnih grobov kot tudi žarnih grobov oziroma niš. Na težko ocenim, saj vzorec 33 občin ni bil narejen po pravilih
treh pokopališčih ne pokopavajo v krstah - tudi če je na voljo slučajnega vzorčenja. Ob tem je treba navesti, da so ti odloki v
klasičen grob, ki mu je potekla mirovalna doba. Na 50 konkretnih primerih lahko protizakoniti, saj področni zakon
pokopališčih je sicer pokop v krsti mogoč v grob, ki mu je določa, da se pogrebna slovesnost opravi v skladu z voljo
potekla mirovalna doba, ni pa na voljo novih prostorov za pokojnika in na način, določen s pokopališkim redom, če pa
klasične grobove. Eno pokopališče ima prav zanimivo ureditev. pokojnik ni izrazil svoje volje o načinu pokopa in pogrebni
Parcele za klasične in žarne grobove dobiš zastonj. Prostora je slovesnosti, odloča o tem naročnik pogreba [3].
dovolj za ene in druge. Če zahtevaš nov klasični grob in nimaš Do tu navedena diskriminacija temelji na predpisih, obstaja
svojega (družinskega), grob dobiš. Če pa zahtevaš klasični pokop pa še diskriminacija pri izvajanju sicer nediskriminatornih
in imaš svoj grob, se najprej opravi sondiranje. Če se pokaže, da predpisov. Ko je na papirju mogoče, dejansko pa nemogoče ali
je pokop v ta grob mogoč, se to naredi, če pa ni mogoč, stranka skoraj nemogoče.
ne more dobiti novega prostora, ampak mora dati pokojnika v Gospa, ki mi je potožila, da je bila zelo prizadeta, ker leta
žaro, čeprav je prostora za grobove dovolj. Na drugem 2018 za njeno sestro ni bilo klasičnega groba na domačem
pokopališču imajo na enem delu pravilo, da se v klasični grob, pokopališču in jo je morala dati upepeliti, je iz občine, ki mi je v
ki mu je potekla mirovalna doba, sme v krsti pokopati samo odgovoru na vprašalnik sporočila, da na vseh njihovih
ožjega sorodnika osebe, ki je bila zadnja pokopana. pokopališčih pokopavajo tudi v krstah in da imajo prostor za
nove klasične grobove. Sama je bila takrat govorila z
Pokopališča, kjer ne bi bil mogoč žarni pokop, ni. Na 150 odgovornim pri pogrebnem podjetju in z delavcem na
pokopališčih, sicer ni mogoče dobiti nove niše ali žarnega groba, pokopališču; oba sta povedala, da nove grobne parcele ni. O tem
je pa mogoč pokop žare v klasični grob. Prostor za raztros je neskladju informacij sem obvestil odgovornega pri tem podjetju.
urejen na 169 pokopališčih v 123 občinah in sicer v 89 občinah Pogledal je v kataster grobov in povedal, da so še prosti grobovi,
na enem, v 25 na dveh, v sedmih na treh, v eni na štirih in v eni da pa se bo še pozanimal, ker takrat še ni bil v tej službi. Poskrbel
na petih pokopališčih. Enajst pokopališč je v opuščanju in se na sem, da se je o tem pogovoril neposredno s prizadeto gospo.
njih ne pokopava več. Povedal ji je, da je šele prvo leto na tem mestu, a ima informacije
svojih ljudi in tudi iz katastra grobov je razvidno, da so grobne
parcele sedaj - in so vedno bile - na voljo, in je možno sedaj,
kakor je bilo tudi v preteklosti, dobiti nov grob. Dejansko sta res
4 Zaključki raziskave dva opuščena groba zravnana in v katastru zavedena kot prosta,
Ničelno hipotezo o nediskriminaciji je treba zavrniti. Tisti, ki vendar sta tako utesnjena, da je grob zelo težko izkopati; delavec
si želijo pokopa v krsti, so očitno diskriminirani: na treh bi moral sproti odnašati zemljo, ker ob grobu ni prostora zanjo.
pokopališčih, kjer sploh ni pokopa v krsti; na 50 pokopališčih, ki Tako da se delavci, s katerimi pride naročnik pokopa v stik,
nimajo prostora za nove grobove; na pokopališču, kjer domačin izogibajo kopanju teh grobov in rečejo, da to ni mogoče; med
ne more dobiti novega groba, čeprav prostor je; tam, kjer sme v ljudmi v vasi zato že leta velja, da prostih klasičnih grobov na
krsti sme pokopati samo ožjega sorodnika osebe, ki je bila zadnja tem pokopališču ni. Drugje na primer se delavec – neposredni
pokopana. izvajalec – ob zahtevi za klasičen pokop zgrozi (“a potem bo pa
treba kopat”) in pove, da bo v tem primeru pogreb lahko šele več
dni pozneje kot bi bil žarni. Ko stranka vztraja pri klasičnem 5 Razmislek o vzrokih pokopu, se izkaže, da lahko dobi isti termin kot pri žarnem.
Leta 2022 smo tu opozorili na neverjetno povečanje števila
žarnih pokopov, ki ga ni mogoče pojasniti s podatki s področij
Zaradi večjega napora pri kopanju klasičnega groba, morebiti
gospodarjenja s prostorom, niti z ekonomskimi, etičnimi,
pa tudi iz drugih razlogov, neposredni izvajalci marsikje - v
verskimi in ekološkimi razlogi [4]. Ob ekoloških razlogih (Med
časovni in duševni stiski sorodnikov umrlega marsikdaj uspešno
upepelitvijo človeškega telesa nastane na primer 160, po
- prepričujejo naročnike, naj se odločijo za upepelitev. Na papirju
nekaterih virih pa celo več kg toplogrednega plina CO2[5]), hudi
torej lahko dobiš grob, vendar Bog ne daj, da bi vztrajal, da ga
res izkopljejo. razlogi govorijo v prid klasičnemu pokopu v krsti. Na koncu smo energetski potratnosti upepeljevanja, posebej etični in verski
Raziskava torej ugotavlja diskriminacijo naročnikov pokojnikov. ostali brez razlage tako hitre rasti števila in deleža upepelitev
klasičnih pokopov tako s predpisi kot tudi z izvajanjem
predpisov:
Po ugotovitvi, da lokalne in državne oblasti diskriminirajo
- s krajevnimi predpisi na več deset pokopališčih, ki
tiste, ki se odločajo za pokop v krsti, in torej pospešujejo
prepovedujejo klasičen pokop v krsti ali ne
upepeljevanje, se še ostreje zastavlja vprašanje o pravih vzrokih
zagotavljajo prostora za nov klasični grob,
tega pospeševanja ter skupinah ali osebah, ki stojijo za njim.
- z občinskimi predpisi v mnogih občinah, ki z odlokom
določajo upepelitev oseb, ki jih občina pokoplje na Zahvala
svoje stroške,
- Zahvaljujem se več sto prijaznim ljudem, ki so mi posredovali z državnimi predpisi, saj področni zakon ne
prepoveduje navedene diskriminacije na krajevni in dragocene podatke in izkušnje ter mi potrpežljivo razložili, kar
občinski ravni, ne zagotavlja enakih možnosti za je bilo treba.
izbiro načina pokopa in na državni ravni ne določa
zbiraja podatkov o možnostih pokopa, References / Literatura
- [1] Zakon o pogrebni in pokopališki dejavnosti (ZPPDej), UL RS, št. 62/16 in s konkretnim izvajanjem sicer nediskriminatornih
predpisov, ko uslužbenci pogrebnih podjetij ob 3/22 – ZDeb , 17. člen.
[2] Odločba US RS št. U-I-223/16 z dne 23. 4. 2020.
naročanju pogreba odvračajo naročnike od izbire [3] Zakon o pogrebni in pokopališki dejavnosti (ZPPDej), UL RS, št. 62/16 in
klasičnega pokopa. 3/22 – ZDeb, 14. člen.
[4] Drago Čepar, 2022, POLITIČNA KOREKTNOST IN SPOŠTOVANJE
TELES UMRLIH, Zbornik 25. mednarodne multikonference
INFORMACIJSKA DRUŽBA-IS 2022, zvezek F, Demografske in
družinske analize, J. Malačič, M.J. Osredkar, M. Gams (ur.), str. 15-17,
Ljubljana, (https://is.ijs.si/?page_id=15435).
[5] I. Zobavnik, M. Pristavec Đogić, Upepeljevanje pokojnikov in sežiganje
biološkega materiala, str. 7, DZRS, 2016
Ocena bremena telesne neaktivnosti v Sloveniji
Physical inactivity burden assessment in Slovenia
Daša Farčnik† Petra Došenović Bonča Marko Pahor Maja Zalaznik
School of Economics and School of Economics and School of Economics and School of Economics and
Business Business Business Business
University of Ljubljana University of Ljubljana University of Ljubljana University of Ljubljana
Ljubljana, Slovenia Ljubljana, Slovenia Ljubljana, Slovenia Ljubljana, Slovenia
dasa.farcnik@ef.uni-lj.si petra.d.bonca@ef.uni-lj.si marko.pahor@ef.uni-lj.si maja.zalaznik@ef.uni-lj.si
Daša Pruš Armin Paravlić Janez Vodičar
Faculty of Sport Faculty of Sport Faculty of Sport
University of Ljubljana University of Ljubljana University of Ljubljana
Ljubljana, Slovenia Ljubljana, Slovenia Ljubljana, Slovenia
dasa.prus@fsp.uni-lj.si armin.paravlic@fsp.uni-lj.si janez.vodicar@fsp.uni-lj.si
Povzetek between 13,300 and 17,600 cardiovascular patients, between
Prispevek ocenjuje breme telesne neaktivnosti v Sloveniji v letu patients. Furthermore, we estimate that in 2019, physical 7,000 and 13,000 diabetic patients, and around 1,500 dementia
2019, in sicer na podlagi epidemiološkega pristopa osnovanega inactivity and consequently cardiovascular diseases, diabetes,
na populaciji, in sicer na podlagi relativnega tveganja prevalence and dementia resulted in the deaths of between 188 and 252
treh vrst bolezni (srčno-žilnih bolezni, sladkorne bolezni in individuals, most due to cardiovascular diseases. Due to physical
demence) zaradi telesne neaktivnosti in populacijskega inactivity, a total of 156,036 disability adjusted life years were
pripisljivega deleža. Na podlagi tega pristopa ocenjujemo, da je lost due to cardiovascular diseases, diabetes, and dementia.
bilo zaradi telesne neaktivnosti v Sloveniji leta 2019 med 13 in
17,5 tisoč srčno-žilnih obravnavanih pacientov, med 7 in 13 tisoč Keywords obravnavanih sladkornih pacientov in okrog 1.500 obravnavanih
pacientov z demenco. Nadaljnje ocenjujemo, da je v letu 2019 Physical inactivity, burden of physical inactivity, mortality
zaradi telesne neaktivnosti in posledično srčno-žilnih bolezni,
sladkorne bolezni in demence umrlo med 188 in 440 oseb, največ
1 Uvod
zaradi srčno-žilnih bolezni. Zaradi telesne neaktivnosti in
posledično srčno-žilnih bolezni, sladkorne bolezni in demence je Redna in dovolj intenzivna telesna aktivnost je ključna za
bilo izgubljenih 156.036 zdravih let življenja. ohranjanje dobrega zdravja in dolgoživosti. Raziskave jasno
kažejo, da telesna aktivnost znatno znižuje verjetnost za
Ključne besede predčasno smrt in deluje kot preventivni ukrep proti številnim
kroničnim nenalezljivim boleznim [1], [2]. Po podatkih Svetovne
Telesna neaktivnost, breme telesne neaktivnosti, umrljivost
zdravstvene organizacije je telesna neaktivnost četrti vodilni
Abstract dejavnik tveganja za nenalezljive bolezni po vsem svetu in naj bi
letno povzročila med 3,2 in 5 milijonov smrti na globalni ravni
This paper assesses the burden of physical inactivity in Slovenia [3]. V Sloveniji po podatkih Svetovne zdravstvene organizacije
in 2019 based on an epidemiological top-down approach, 73% odraslih dosega priporočene ravni telesne aktivnosti, ki
grounded on the population and thus a prevalence approach using vključujejo vsaj 150 minut zmerne intenzivne aerobne dejavnosti
population attributable fraction. Using this method, we estimate ali 75 minut visoko intenzivne dejavnosti na teden, 27% pa ne
that due to physical inactivity in Slovenia in 2019, there were [4]. Temu vsled se povečuje tveganje za nenalezljive bolezni,
predvsem za srčno-žilne bolezni, sladkorno bolezen, različne
Permission to make digital or hard copies of part or all of this work for personal or vrste raka, debelost, hipertenzijo, osteoporozo, osteoartritis,
classroom use is granted without fee provided that copies are not made or distributed depresijo in kognitivni upad. for profit or commercial advantage and that copies bear this notice and the full
citation on the first page. Copyrights for third-party components of this work must V tem prispevku se zato osredotočamo na tri vrste bolezni, ki
be honored. For all other uses, contact the owner/author(s). so posledica telesne neaktivnosti: izbrane srčno-žilne bolezni,
© 2024 Copyright held by the owner/author(s). sladkorno bolezen in demenco. Namen prispevka je oceniti Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
breme telesne neaktivnosti, ki izhaja iz bremena teh treh
navedenih bolezni. Tako na podlagi relativnega tveganja za
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Farčnik et al.
nastanek posamezne vrste bolezni izračunamo populacijski Nato je izračunan pripisljiv delež med izpostavljenimi (v
pripisljivi delež, ki ga uporabimo za oceno prevalence teh nadaljevanju PDI), in sicer z uporabo enačbe 3, ki temelji na
bolezni zaradi telesne neaktivnosti ter oceno umrljivosti in razliki med verjetnostjo (P) tveganja bolezni med
izgubljenih zdravih let življenja. izpostavljenimi in verjetnostjo tveganja bolezni med
neizpostavljenimi, glede na tveganje bolezni med
izpostavljenimi.
2 Metodologija in podatki
Breme telesne neaktivnosti je ocenjeno na podlagi pristopa, ki 𝑃(𝐵|𝐴)−𝑃(𝐵|𝐴) ̅̅̅ PDI - 𝑝𝑟𝑖𝑝𝑖𝑠𝑙𝑗𝑖𝑣 𝑑𝑒𝑙𝑒ž 𝑚𝑒𝑑 𝑖𝑧𝑝𝑜𝑠𝑡𝑎𝑣𝑙𝑗𝑒𝑛𝑖𝑚𝑖 = (3) 𝑃(
𝐵|𝐴)
posnema že obstoječe poskuse ocene bremena bolezni [5], [6].
Tako uporabimo epidemiološki pristop, pristop od zgoraj Na podlagi izračunov IP in PDI za srčno-žilne bolezni in
approach) in prevalenčni pristop. Pristop temelji na naslednjih za srčno-žilne bolezni znaša 4,6 %, za sladkorno bolezen pa 8,3 navzdol, ki je osnovan na populaciji (angl. population-based sladkorno bolezen je izračunan PAF na podlagi enačbe 4. PAF
korakih: 1) Ocenjena je prevalenca telesne neaktivnosti; 2)
%. Izračun PAF za demenco na podlagi razpoložljivih podatkov
Ocenjeno je relativno tveganje za nastanek bolezni zaradi telesne ni bil mogoč, zato je uporabljen zgolj PAF iz literature. neaktivnosti. Relativno tveganje je razmerje prevalence (števila
primerov bolezni v opazovanem obdobju) med izpostavljenimi 𝑃𝐴𝐹 = 𝐼𝑃 ∙ 𝑃𝐷𝐼 (4) in neizpostavljenimi (npr. tveganje za opazovani dogodek v
testni skupini/tveganje za opazovani dogodek v kontrolni Podatki o telesni neaktivnosti izhajajo iz Nacionalne
skupini). Izpostavljena skupina je tista skupina, ki ni bila dovolj raziskave o EHIS, ki je bila nazadnje izvedena v letu 2019.
telesno aktivna – to so telesno neaktivni posamezniki. Anketo je izvedel NIJZ na reprezentativnem vzorcu
Neizpostavljena skupina je tista skupina, ki je bila dovolj telesno posameznikov starih 15 let in več, in sicer 9.900 oseb. Eden
aktivna – to so telesno aktivni posamezniki. 3) Izračunan je izmed sklopov EHIS ankete se nanaša tudi na telesno
populacijski pripisljivi delež (angl. PAF – population attributable aktivnost/gibanje. Telesna aktivnost in neaktivnost je definirana
faction). PAF predstavlja delež, ki ga je mogoče pripisati na podlagi vprašanja: »Ali ste dnevno povprečno telesno dejavni
populaciji. Meri sorazmerno zmanjšanje populacijske bolezni ali vsaj 30 minut ali skupno 150 minut na teden? [Upoštevajte
umrljivosti, ki bi nastala, če bi izpostavljenost dejavniku tveganja aktivnosti pri delu, vsakodnevnih opravilih in v prostem času.]«
zmanjšali na alternativni idealni scenarij izpostavljenosti [5], [7]. z možnim odgovorom DA ali NE. Ker meja 150 minut na teden
4) Na podlagi PAF je ocenjena prevalenca bolezni zaradi telesne ustreza priporočilom Svetovne zdravstvene organizacije je za
neaktivnosti, število umrlih in izgubljena zdrava leta življenja. potrebe tega prispevka telesna neaktivnost definirana z
V oceni je upoštevano relativno tveganje (RR) iz dveh virov. odgovorom NE na to vprašanje. Slika 1 prikazuje delež telesno
Prvi vir relativno tveganje povzema po obstoječih študijah [5], neaktivnih po starostnih razredih in po spolu v letu 2019.
drugi vir pa so podatki Nacionalnega inštituta za javno zdravje
(v nadaljevanju NIJZ), in sicer iz Nacionalne raziskave o zdravju
in zdravstvenem varstvu (European Health Interview Survey – 45,0
EHIS, v nadaljevanju EHIS). Temu vsled uporabimo in 40,0
izračunamo tudi dva različna populacijska pripisljiva deleža. [5] 35,0
30,0
poroča o relativnem tveganju za srčno-žilne bolezni v višini 0,75 25,0
ter za sladkorno bolezen v višini 0,61. Na podlagi relativnega 20,0
tveganja in deleža neaktivnih in uporabi formule (1) poročajo o 15,0
populacijskem pripisljivem deležu - PAF za Slovenijo kot: 3,5% 10,0
za srčno-žilne bolezni ter 4,4% za sladkorno bolezen. Demenca 5,0
v študiji ni upoštevana, zato je uporabljen PAF iz študije [8] in 0,0
15-24 25-34 35-44 45-54 55-64 65-74 75-84 85-94
znaša 4,5%.
𝑃𝐴𝐹 = 𝑃𝑒(𝑅𝑅−1) Moški Ženske ∙ 100 , 𝑃 = 𝑑𝑒𝑙𝑒ž 𝑡𝑒𝑙𝑒𝑠𝑛𝑜 𝑛𝑒𝑎𝑘𝑡𝑖𝑣𝑛𝑖ℎ (1)
𝑃 𝑒 𝑒
(𝑅𝑅−1)+1
Na podlagi podatkov NIJZ pa smo po vzoru [9] izračunali Slika 1: Delež telesno neaktivnih (v %) po starostnih
delež izpostavljenih primerov (v nadaljevanju IP), in sicer z kategorijah, 2019 uporabo enačbe 2. Delež izpostavljenih primerov primerja dve
množici (skupini ljudi), in sicer tisto, ki je bila izpostavljena Osredotočamo se na tri vrste bolezni, ki so posledica telesne
dejavniku tveganja (v tem primeru telesni neaktivnosti) in je neaktivnosti: izbrane srčno-žilne bolezni, sladkorno bolezen in
obolela, to je množica A, in tisto, ki ni bila izpostavljena demenco. Natančneje, izbrane srčno-žilne bolezni (s kodami po
dejavniku tveganja (niso bili telesno neaktivni) in so vseeno Mednarodni klasifikaciji bolezni MHB-10-AB, verzija 6):
oboleli, to je množica B. IP je izračunan posebej za srčno-žilne Esencialna (primarna) arterijska hipertenzija (I10),
bolezni in sladkorno bolezen. Hipertenzivna bolezen srca (I11), Angina pektoris (I20), Akutni
𝐼𝑃 = 𝑑𝑒𝑙𝑒ž 𝑖𝑧𝑝𝑜𝑠𝑡𝑎𝑣𝑙𝑗𝑒𝑛𝑖ℎ 𝑝𝑟𝑖𝑚𝑒𝑟𝑜𝑣 = 𝑛(𝐴∩𝐵) (2) miokardni infarkt (I21); Naslednji miokardni infarkt (I22);
𝑛(𝐵) Kronična ishemična bolezen srca (I25); Ateroskleroza (I70) ter
𝐴 … 𝑚𝑛𝑜ž𝑖𝑐𝑎, 𝑘𝑖 𝑗𝑒 𝑖𝑧𝑝𝑜𝑠𝑡𝑎𝑣𝑙𝑗𝑒𝑛𝑎 𝑑𝑒𝑗𝑎𝑣𝑛𝑖𝑘𝑢 𝑡𝑣𝑒𝑔𝑎𝑛𝑗𝑎 𝑖𝑛 𝑗𝑒 𝑜𝑏𝑜𝑙𝑒𝑙𝑎
𝐵 … 𝑚𝑛𝑜ž𝑖𝑐𝑎, 𝑘𝑖 𝑛𝑖 𝑖𝑧𝑝𝑜𝑠𝑡𝑎𝑣𝑙𝑗𝑒𝑛𝑎 𝑑𝑒𝑗𝑎𝑣𝑛𝑖𝑘𝑢 𝑡𝑣𝑒𝑔𝑎𝑛𝑗𝑎 𝑖𝑛 𝑗𝑒 𝑜𝑏𝑜𝑙𝑒𝑙𝑎 Ateroskleroza arterij udov (I70.2) ter Srčno popuščanje (I50). Za
𝑛 … š𝑡𝑒𝑣𝑖𝑙𝑜 𝑝𝑜𝑠𝑎𝑚𝑒𝑧𝑛𝑖𝑘𝑜𝑣 demenco so upoštevane naslednje bolezni: Demenca pri
Alzheimerjevi bolezni (F00); Vaskularna demenca (F01);
Ocena bremena telesne neaktivnosti v Sloveniji Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
Demenca pri drugih boleznih (F02); Neopredeljena demenca sladkorne bolezni in demence je v letu 2019 umrlo med 188 in
(F03); Alzheimerjeva bolezen (G30). Za sladkorno bolezen pa: 252 posameznikov. To sicer predstavlja en oziroma dva odstotka
Sladkorna bolezen tipa 1 (E10); Sladkorna bolezen tipa 2 (E11); vseh umrlih, vendar zaradi telesne neaktivnosti in posledičnih
Druge vrste sladkorna bolezen (diabetes) (E13); Sladkorna bolezni nastajajo znatni stroški [13]. Ti vključujejo neposredne
bolezen neopredeljenega tipa (E14). in posredne stroške, med njimi neposredne zdravstvene in
Podatki o številu obravnavanih bolnikov izhajajo iz nezdravstvene stroške ter posredne stroške, ki so posledica izgub
naslednjih virov: za srčno-žilne bolezni [10], za sladkorne produktivnosti zaradi bolniškega staleža (absentizma),
bolnike [11], za demenco pa [12]. Vsi podatki so za leto 2019, prezentizma, pa tudi prezgodnje umrljivosti, prezgodnjega
razen za demenco, za katero so podatki za leto 2018. Podatki o upokojevanja, delovne neaktivnosti in stroškov podjetij, ki
številu umrlih so pridobljeni s strani NIJZ, o izgubljenih morajo zaradi izgube zaposlenih iskati in usposabljati nove
zdravih letih življenja pa iz Inštituta za metrike in ocenjevanje zaposlene.
zdravja ("Institute for Health Metrics and Evaluation"- IHME). Čeprav Slovenija velja za športen narod, podatki kljub temu
Inštitut poroča o izgubljenih zdravih letih življenja za vse srčno- kažejo, da se delež telesno neaktivnih med starostnimi razredi
žilne bolezni (ne samo za izbrane in predstavljene predhodno), razlikuje in je visok predvsem pri starejših. Zato prispevek
za diabetes tipa 2 ter Alzheimerjevo bolezen in druge oblike ponuja tudi nekaj vhodnih informacij za snovalce nacionalnih
demenc. preventivnih programov, v sinergiji z dosedanjimi aktivnostmi
krovnih institucij, ki pripravljajo programe in politike
športno/gibalnih aktivnosti.
3 Rezultati
Ocena števila bolnikov izbranih bolezni zaradi telesne
neaktivnosti kaže, da se število bolnikov razlikuje od Zahvala
populacijskega pripisljivega deleža (Tabela 1). Ocenjujemo, da Prispevek je financiran s strani Javne agencije za raziskovalno
je bila večina pacientov obravnavanih zaradi izbranih srčno- dejavnost Republike Slovenije št. V5-2246. Za posredovane
žilnih bolezni, in sicer med 13.300 in 17.600 bolnikov (ponovno podatke se iskreno zahvaljujemo Nacionalnemu inštitutu za
odvisno po uporabljenega populacijskega pripisljivega deleža), javno zdravje.
število obravnavanih pacientov zaradi sladkorne bolezni je bilo
med slabih 7 tisoč in 13 tisoč, obravnavanih pacientov z demenco References / Literatura
pa okrog 1.500. [1] M. Nelson et al., ‘Physical Activity and Public Health in Older Adults:
Podobno je tudi ocena števila umrlih zaradi telesne Recommendation From the American College of Sports Medicine and the
neaktivnosti odvisna od populacijskega pripisljivega deleža. American Heart Association’, Circulation, vol. 116, no. 9, pp. 1094–1105,
Aug. 2007.
Ocenjujemo, da je bilo število umrlih zaradi izbranih bolezni, ki [2] W. Haskell et al., ‘Physical Activity and Public Health: Updated
so posledica telesne neaktivnosti, med 188 in 252, največ zaradi Recommendation for Adults From the American College of Sports
Medicine and the American Heart Association’, Circulation, vol. 116, no.
srčno-žilnih bolezni. Ocenjujemo, da je bilo število umrlih zaradi 9, pp. 1081–1093, Aug. 2007.
telesne neaktivnosti, ki so umrli zaradi sladkorne bolezni precej [3] WHO, ‘Global Health Estimates: Life expectancy and leading causes of death and disability’. Accessed: Sep. 18, 2023. [Online]. Available: nižje, in sicer med 17 in 31 umrlimi, podobno tudi v primeru https://www.who.int/data/gho/data/themes/mortality-and-global-health-
demence, ko je bilo število umrlih zaradi telesne neaktivnosti 16. estimates
Število izgubljenih zdravih let življenja pa je zaradi srčno- [4] WHO, ‘Global status report on physical activity 2022: country profiles’.
Accessed: Sep. 03, 2024. [Online]. Available:
žilnih bolezni znašalo 115 tisoč, dodatno še dobrih 20 tisoč zaradi https://www.who.int/publications/i/item/9789240064119
sladkorne bolezni in 20.200 zaradi demence, skupaj torej 156 [5] D. Ding et al., ‘The economic burden of physical inactivity: a global analysis of major non-communicable diseases’, The Lancet , vol. 388, no. tisoč let življenja. 10051, pp. 1311–1324, Sep. 2016, doi: 10.1016/S0140-6736(16)30383-X.
[6] A. C. Santos, J. Willumsen, F. Meheus, A. Ilbawi, and F. C. Bull, ‘The
cost of inaction on physical inactivity to public health-care systems: a
Tabela 1: Ocena bremena telesne neaktivnosti population-attributable fraction analysis’, Lancet Glob. Health, vol. 11,
no. 1, pp. e32–e39, Jan. 2023, doi: 10.1016/S2214-109X(22)00464-8.
[7] I.-M. Lee, E. J. Shiroma, F. Lobelo, P. Puska, S. N. Blair, and P. T.
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Cohort Fertility Trends in Post-Yugoslav States1
Ivan Čipin
Department of Demography
Faculty of Economics & Business, University of Zagreb
icipin@efzg.hr
Abstract
This study provides an in-depth analysis of cohort fertility, parity progression, and family size in the
former Yugoslav countries, which include Bosnia-Herzegovina, Croatia, Kosovo, Montenegro, North
Macedonia, Serbia, and Slovenia. Though politically united for much of the 20th century, these
countries exhibit diverse fertility patterns due to their distinct socio-economic and cultural histories.
The analysis utilizes census data to compute completed cohort fertility rates (CFR) and parity
progression ratios (PPR), revealing the different paces of fertility decline. Slovenia, Croatia, and Serbia
form a low-fertility cluster, with cohort fertility stabilizing at around two children per woman by the
1930 cohort. Bosnia-Herzegovina, North Macedonia, and Montenegro constitute a high-fertility cluster
where the fertility transition occurred more gradually. Kosovo remains unique with persistently high
fertility, though it has experienced substantial declines in recent cohorts. The findings highlight how
socio-economic transformations, cultural norms, and historical legacies have shaped fertility
behaviours in each country, providing insights into long-term fertility trends.
Keywords: Cohort fertility, parity progression, family size, former Yugoslavia
Introduction
The former Yugoslav countries are an interesting case study for demographic analysis due to their
shared historical and political past, yet vastly different socio-cultural trajectories. The region has
experienced a complex process of demographic transition, influenced by varying degrees of
industrialization, urbanization, and shifts in family norms and gender roles. Yugoslavia’s political
dissolution in the 1990s further differentiated the trajectories of its successor states, as each country
embarked on distinct political and economic paths. Fertility decline, an integral component of
demographic transition, occurred at different pace across the region, influenced by both economic
factors and deeply rooted cultural traditions (Breznik, 1991; Rašević, 1971).
The countries that made up Yugoslavia were heterogeneous in terms of religion, ethnic composition,
and socio-economic development. For example, Slovenia, with its history of Austro-Hungarian
influence, had long experienced lower fertility rates and higher economic development compared to
Kosovo, which was marked by a deeply agrarian, patriarchal society (Erlich, 1966). The question this
study addresses is whether the fertility behaviour of the former Yugoslav countries has converged or
if the region continues to exhibit significant diversity in cohort fertility trends. This analysis is important
1 This presentation draws on research previously published in Comparative Population Studies,
presenting key insights from the article Cohort Fertility, Parity Progression, and Family Size in Former
Yugoslav Countries by Ivan Čipin, Kryštof Zeman, and Petra Međimurec.
for understanding the demographic evolution of these countries in the context of their socio-economic
and cultural histories.
Fertility in Context: Socioeconomic and Cultural Influences
The fertility transition in the former Yugoslav countries was influenced by economic, cultural, religious,
and institutional factors, leading to regional differences in fertility patterns. Yugoslavia’s complex
historical and political background shaped the socio-economic trajectories of its republics, affecting
their fertility behaviours. Yugoslavia was historically split between Western (Austro-Hungarian) and
Eastern (Ottoman) cultural spheres, influencing marriage patterns and family structures. Slovenia and
Croatia, with more Western European influences, transitioned to lower fertility rates earlier due to
urbanization, industrialization, and expanded education for women. By contrast, Bosnia-Herzegovina
and Kosovo, with strong Ottoman legacies, maintained traditional patriarchal family structures for
longer, resulting in higher fertility (Erlich, 1966; Breznik, 1991). Religious diversity across the region
also shaped fertility norms. Catholic regions like Croatia and Slovenia experienced earlier fertility
decline, in part due to more progressive attitudes toward birth control, while predominantly Muslim
Kosovo adhered to traditional norms, leading to higher fertility rates (Rašević, 1971; Breznik, 1991).
Women's education and labour force participation were critical factors in fertility change. In Slovenia
and Croatia, higher education led to delayed marriage and smaller family sizes, while in Bosnia-
Herzegovina and Kosovo, lower educational attainment for women delayed fertility transition
(Woodward, 1985; Rašević, 1971).
The socialist era brought further changes, promoting gender equality and female workforce
participation, particularly in urban areas, which contributed to declining fertility. However, traditional
values persisted in rural areas, slowing this transition. Institutional factors also played a role. Unlike
many socialist states, Yugoslavia did not implement strong pronatalist policies and allowed for regional
variation in family planning. Slovenia facilitated access to contraception and abortion, while Kosovo,
influenced by its traditional values, maintained higher fertility levels. (Breznik, 1991; Drezgić, 2010).
The economic instability of the 1990s further reduced fertility as large families became less viable
(Calic, 2019; Kapor-Stanulović & David, 1999).
Overall, the fertility transition in former Yugoslav countries were shaped by a combination of socio-
economic modernization, cultural norms, and institutional policies. While modernization spurred
fertility decline in some regions, strong religious and cultural traditions delayed it in others, reflecting
the complex socio-political dynamics of the region.
Data and Methods
The study analyses census data covering women born between 1868 and 1973, offering a
comprehensive look at fertility trends over more than a century. Completed cohort fertility rates (CFR)
and parity progression ratios (PPR) were calculated for the seven successor states of Yugoslavia. The
census data used for this analysis span multiple decades, from the first post-war census in 1948 to the
censuses conducted in the 2010s. The CFR measures the average number of children born to women
by the end of their reproductive years, while the PPR shows proportion of women who progress from
one parity to the next. These indicators provide a detailed understanding of how family size and fertility
behaviour have evolved in the region.
To examine the similarities and differences between the countries, the study also analyses the parity
composition of families, looking at the proportion of women with different numbers of children. The
results are grouped into clusters based on similar fertility patterns. This methodological approach
allows for the identification of key trends in fertility decline and provides a basis for understanding the
factors contributing to these patterns.
Results
The completed cohort fertility of women born between 1868 and 1973 in the former Yugoslav
republics shows high fertility rates before the demographic transition. In the 1870 cohort, fertility
ranged from 4.3 to 6.0 children per woman. Serbia, Slovenia, and Croatia experienced early fertility
declines, while Bosnia-Herzegovina, North Macedonia, and Montenegro maintained higher fertility
until around 1900 cohort. By the 1930 cohort, fertility in Serbia, Croatia, and Slovenia had dropped
below 2 children per woman, while Bosnia-Herzegovina, North Macedonia, and Montenegro had
declined to around 3.5 children per woman. Kosovo, however, retained high fertility levels at 5.7
children per woman.
The analysis reveals three distinct clusters of cohort fertility behaviour. Croatia, Slovenia, and Serbia
represent a low-fertility cluster, where fertility declined rapidly during the first half of the 20th century
and stabilized at around two children per woman by the 1930 cohort. This early fertility decline is
attributed to factors such as industrialization, urbanization, rising female education, and changing
family norms. For instance, Slovenia, the most economically advanced of the Yugoslav republics,
exhibited fertility patterns similar to those seen in Western Europe, with high levels of childlessness
and smaller family sizes becoming the norm by the mid-20th century.
The second cluster consists of Bosnia-Herzegovina, North Macedonia, and Montenegro, where fertility
remained high until the mid-20th century but began to decline more gradually. These countries saw a
slower fertility transition due to their more traditional social structures and slower socio-economic
modernization. In these regions, large families remained more common, and the fertility decline was
less pronounced until the 1960s and 1970s cohorts. The persistence of higher parity progression ratios
to third and subsequent children in these countries illustrates the slower pace of change compared to
the low-fertility cluster.
Kosovo, meanwhile, stands out as a unique case with persistently high cohort fertility throughout much
of the 20th century. Fertility in Kosovo remained at around six children per woman until the 1940
cohort, only beginning to decline significantly in later cohorts. By the 1970 cohort, fertility had fallen
to just under three children per woman, but this remains exceptionally high compared to other
European countries. The high fertility in Kosovo is linked to its agrarian economy, patriarchal family
structures, and lower levels of female education and labour force participation (Breznik, 1991).
Traditional family norms and the strong influence of religion contributed to the slower adoption of
birth control and smaller family sizes in Kosovo.
Conclusion
The findings of this study highlight the significant diversity in fertility patterns across the former
Yugoslav countries, underscoring the importance of historical, socio-economic, and cultural contexts
in shaping fertility behaviour. The clustering of countries into three distinct groups—low-fertility, high-
fertility, and Kosovo as an outlier—demonstrates how varying levels of modernization, economic
development, and cultural traditions have influenced cohort fertility trends over the past century.
While some convergence in fertility behaviour is evident, particularly in the gradual decline of fertility
in the high-fertility cluster, significant differences remain.
Slovenia, Croatia, and Serbia transitioned to below-replacement fertility levels earlier due to socio-
economic modernization and changing family norms. In contrast, Bosnia-Herzegovina, North
Macedonia, and Montenegro experienced a more gradual decline, influenced by cultural factors that
supported larger families for a longer period. Kosovo, with its persistently high fertility rates,
represents a case where traditional family structures and slow socio-economic development delayed
the fertility transition.
These results contribute to the broader understanding of fertility transition in the region and suggest
that while economic and structural changes play a significant role in fertility decline, cultural and
religious factors can slow or accelerate this process. The study provides a foundation for further
research into the complex interplay of socio-economic and cultural factors that continue to shape
fertility behaviour in the former Yugoslav countries.
References
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Calic, M. J. (2019) A History of Yugoslavia. Central European Studies. West Lafayette, Indiana: Purdue
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Drezgić, R. (2010) Policies and practices of fertility control under the state socialism. In: The History of
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Erlich, V. (1966) Family in Transition: A Study of 300 Yugoslav Villages. Princeton, NJ: Princeton
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Kapor-Stanulović, N.; David, Henry P. (1999) Former Yugoslavia and Successor States. In: David, Henry
P. (Ed.): From Abortion to Contraception: Resources to Public Policies and Reproductive Behavior in
Central and Eastern Europe from 1917 to the Present. Westport, CT: Greenwood Press: 279-315.
Rašević, M. (1971) Determinante fertiliteta stanovništva u Jugoslaviji. Beograd: Institut društvenih
nauka, Centar za demografska istraživanja.
Sklar, J. L. (1974) The Role of Marriage Behavior in the Demographic Transition: The Case of Eastern
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Woodward, S. L. (1995) Socialist Unemployment: The Political Economy of Yugoslavia 1945-1990.
Princeton, NJ: Princeton University Press.
Pregled planetarnih in lokalnih demografskih projekcij
Overview of Demographic Global and Local Projections
Matjaž Gams †
Inteligentni sistemi
Jozef Stefan Institute
Ljubljana, Slovenija
Matjaz.gams@ijs.si
1 Uvod
Abstract / Povzetek
Prispevek obravnava globalne in lokalne demografske Demografske spremembe predstavljajo enega ključnih
spremembe, ki vključujejo zmanjševanje rodnosti, staranje izzivov današnjega časa, saj se svet sooča s prehodom iz obdobja
prebivalstva in upad delovno aktivnih prebivalcev. Globalna rast eksponentne rasti prebivalstva v fazo stagnacije in potencialnega
prebivalstva se je skoraj ustavila, z izjemo Afrike, kjer se rodnost upadanja. Razvite države, vključno s Slovenijo, že beležijo
sicer še povečuje, a tudi tam počasi upada. Evropa, vključno s negativne demografske trende, ki se kažejo v nizki rodnosti,
Slovenijo, se sooča s stagnacijo in celo upadom prebivalstva, kar staranju prebivalstva in zmanjšanju delovno aktivnega
povzroča dolgoročne socialne in gospodarske izzive. Prispevek prebivalstva. Takšne spremembe vplivajo na vse družbene
poudarja potrebo po strateških rešitvah, kot so spodbujanje podsisteme, od gospodarstva do zdravstva in socialnih sistemov
rodnosti in ustrezna migracijska politika, da bi preprečili [1]. Po podatkih Rimskega kluba bo svetovno prebivalstvo v
dolgoročno demografsko krizo in ohranili stabilno rast naslednjih desetletjih verjetno upadlo na šest milijard, kar
prebivalstva. prinaša nove izzive na globalni ravni [2].
Demografski premiki so rezultat kompleksnih dejavnikov,
Ključne besede kot so izboljšan dostop do izobraževanja, večja udeležba žensk
Demografske spremembe, rodnost, staranje prebivalstva, na trgu dela, urbanizacija in dostopnost kontracepcije. Wolfgang Lutz [3] v svoji študiji navaja, da so ti dejavniki bistveno globalna rast, Slovenija prispevali k padcu rodnosti, predvsem v državah z visokim
življenjskim standardom. Ob tem pa ne moremo zanemariti tudi
vplivov, kot so spremembe v družinskih vrednotah in zakasnitev
rojstev. Phillip Longman [4] poudarja, da imajo te spremembe
Abstract dolgoročne posledice na gospodarski razvoj, saj manjše število
The paper discusses global and local demographic changes, mladih vpliva na inovativnost in produktivnost, hkrati pa
focusing on declining birth rates, population aging, and the povečuje pritisk na socialne sisteme.
shrinking working-age population. Global population growth has Vse bolj aktualna postaja tudi razprava o okoljskih posledicah
nearly halted, except in Africa, where birth rates are still rising zmanjševanja prebivalstva. Medtem ko manjše število ljudi
but slowly declining as well. Europe, including Slovenia, is potencialno zmanjšuje pritisk na naravne vire, pa upad
facing population stagnation or even decline, creating long-term prebivalstva prinaša tudi tveganje urbanega propadanja in
social and economic challenges. The paper highlights the need zanemarjanja infrastrukture, kar izpostavlja Alan Weisman [5] v
for strategic solutions, such as promoting birth rates and adopting svoji knjigi The World Without Us. Prav tako se države soočajo
appropriate migration policies, to prevent a long-term z izzivom, kako oblikovati ustrezne politike za naslavljanje teh
demographic crisis and ensure stable population growth. sprememb. Nekatere države se zatekajo k spodbujanju rojstev,
druge pa k priseljevanju, kar pa odpira etična in politična
Keywords vprašanja, povezana z integracijo priseljencev in ohranjanjem
Demographic changes, Birth rates, Population aging, global prepričanju, da prihaja eksponentna rast prebivalstva, ampak ta growth, Slovenia kulturne identitete [6]. Mediji in množice še vedno živijo v
se je že iztekla, nastavki za upad in izumiranja posameznih
narodov pa so že nastavljena [7].
∗Article Title Footnote needs to be captured as Title Note Zato je nujno, da se na demografske spremembe odzovemo
†Author Footnote to be captured as Author Note celostno, s strateškimi politikami, ki upoštevajo tako
Permission to make digital or hard copies of part or all of this work for personal or gospodarske, socialne kot okoljske vidike. Učinkovite rešitve
classroom use is granted without fee provided that copies are not made or distributed morajo temeljiti na poglobljenem razumevanju vzrokov in
for profit or commercial advantage and that copies bear this notice and the full posledic teh sprememb ter na sprejemanju inovativnih pristopov
citation on the first page. Copyrights for third-party components of this work must za dolgoročno trajnostno upravljanje prebivalstva. be honored. For all other uses, contact the owner/author(s).
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia V prispevku prikažemo projekcije in tabele, ki potrjujejo
© 2024 Copyright held by the owner/author(s). uvodne misli: svet bo iz eksponentne rasi prešel v (skoraj) https://doi.org/10.70314/is.2024.dem.10
http://doi.org/DOI_RECEIVED_AFTER_REVIEW
ekonomski upad, ki bo morda ogrozil tudi rast človeške svetovno prebivalstvo v prihodnjih desetletjih začelo upadati, kar
civilizacije. Pregled demografskih projekcij je narejen pretežno bo prineslo pomembne gospodarske, družbene in okoljske
iz dveh virov: Eurostat, Worldometer, delno Wikipedije. spremembe. Avtorja poudarjata, da se bo zaradi tega svet soočal
Pregled po svetu je predstavljen v sekciji 2, nato je v sekciji z izzivi, kot so zmanjšanje delovne sile, upad inovacij in
3 predstavljen pregled po Sloveniji in na koncu sledi diskusija v naraščajoč pritisk na socialne sisteme. Po drugi strani pa bo ta
zadnji sekciji. upad prinesel tudi olajšanje glede pritiskov na naravne vire in
okolje. A po mnenju Elona Muska, skladno z mnenjem Matjaža
Gamsa [8] bo ta upad lahko pomenil zaton človeške tehnološke
2 Svet civilizacije.
Slika 1: Število prebivalcev na zemlji od začetka štetja do
danes. Vir: World population, Worldometer
Svetovno prebivalstvo je po precej stabilnem stanju, ki je
trajalo več kot tisočletje, okoli leta 1500 prešlo v obdobje Slika 2: Rodnost kot število otrok na žensko od leta 1955 do
eksponentne rasti. Ta nenaden porast prebivalstva je bil danes. Vir: Worldometer. posledica izboljšane prehrane, napredka v medicini in
povečanje rodnosti. Kljub temu pa se ta eksponentna rast v pomeni, da je povprečna ženska v tem obdobju rodila pet otrok. sodobnem času počasi ustavlja. Po zadnjih podatkih je bilo 17. To obdobje visoke rodnosti je bilo značilno za države po vsem industrijski revoluciji, ki so omogočili zmanjšanje umrljivosti in Rodnost je bila leta 1950 približno 5 otrok na žensko, kar
septembra 2024 na svetu 8,177,068,100 prebivalcev (Slika 1 in svetu, zlasti v manj razvitih regijah, kjer so bili otroci pomemben
Tabela 1). Napovedi za prihodnost nakazujejo, da bo svetovno vir delovne sile in opora za starejše generacije. Vendar pa se je
prebivalstvo doseglo vrhunec okoli sredine tega stoletja, nato pa sredi 20. stoletja začela globalna preobrazba, ki je postopoma
bo začelo upadati, predvsem zaradi zmanjšane rodnosti in privedla do zmanjšanja rodnosti.
staranja prebivalstva. Od leta 1950 dalje je rodnost začela upadati, saj so države v
različnih fazah razvoja uvedle politike, ki so spodbujale uporabo
Tabela 1: Rast števila prebivalcev od 1955 dalje. Vir: kontracepcije, povečale dostop do izobraževanja (zlasti za
Worldometer. ženske) in podprle večjo udeležbo žensk na trgu dela. Do danes
se je globalna rodnost znižala na približno 2.2 otroka na žensko,
kar je le nekoliko nad trajno rodnostjo 2.1, ki je potrebna za
ohranjanje stabilnega prebivalstva (Slika 2).
Zmanjševanje rodnosti je kompleksen pojav, ki vključuje
tako gospodarske, družbene kot kulturne dejavnike. Wolfgang
Lutz [3] v svoji študiji The End of World Population Growth
navaja, da so višje stopnje izobrazbe, predvsem pri ženskah,
močno vplivale na zmanjšanje rodnosti, saj so izobražene ženske
bolj nagnjene k odlaganju rojstev in imajo na splošno manj otrok.
Poleg tega je dostop do kontracepcije in izboljšana zdravstvena
oskrba omogočila boljšo reproduktivno izbiro, kar je še dodatno
zmanjšalo rodnost.
Tudi Phillip Longman [4] v svoji knjigi The Empty Cradle
opozarja na gospodarske posledice nizke rodnosti, saj zmanjšano
število otrok v razvitem svetu pomeni manj delovne sile v
prihodnosti in večje breme za socialne sisteme, ki se soočajo s
Različne študije poudarjajo, da smo priča prelomnemu staranjem prebivalstva. Po drugi strani pa Alan Weisman [5] v
trenutku v demografskih spremembah. Na primer, po podatkih, knjigi The World Without Us izpostavlja okoljske prednosti nižje
ki jih navaja Darrell Bricker in John Ibbitson v svoji knjigi Empty rodnosti, saj zmanjšano prebivalstvo pomeni manjši pritisk na
Planet: The Shock of Global Population Decline (2019) [7], bo naravne vire in manjše emisije ogljikovega dioksida.
Hkrati z zmanjševanjem rodnosti se je povečevala povprečna stanje. Tabela 2 ponazarja ta trend rasti in vključuje ključne
življenjska doba na našem planetu, z 20-tih let leta 1970 je zrasla podatke, ki kažejo na upočasnjevanje rasti v kasnejših letih,
na 30 let leta 2024 (Slika 3), to je za 50%. Tudi pričakovana predvsem zaradi nižje rodnosti in staranja prebivalstva. Kljub
življenjska doba je rasla od leta 1959 do leta 2024, ko znaša v temu ostaja vprašanje, kako se bodo družbeni, gospodarski in
povprečju 73.3 leta, za moške 70.7 let in za ženske 76.0 (Slika 4). okoljski sistemi prilagodili na tako obsežno število prebivalcev.
Razlika v dolgosti življenja med moškimi in ženskami je opazna
od začetka merjenja do danes, ko znaša 7%. Tabela 2: Predvidena rast prebivalcev po svetu.
Po celinah so prebivalci razporejeni glede na Tabelo 3 in po
državah glede na Tabelo 4.
Tabela 3: Prebivalstvo in drugi osnovni podatki po celinah.
Tabela 3 prikazuje razporeditev prebivalcev po posameznih
Slika 3: Povprečna starost, vir Worldometer, od leta 1970 (20 let) celinah, Slika 5 pa grafično pokaže ta razmerja. Slika 6 kaže rast
stalno narašča in je v letu 2024 30 let. prebivalstva po celinah, pri čemer jasno izstopa rast prebivalstva
v Afriki, medtem ko se v Evropi in Severni Ameriki pričakuje
Pričakovana življenjska doba se je iz leta 1950 (46 let) do leta stagnacija oziroma upad. Ti podatki kažejo na pomembne
2024 dvignila na 73 let. To podaljševanje življenjske dobe in regionalne razlike, ki bodo vplivale na globalno demografsko
zamik (ljudje živijo cca 40 let po obdobju rojstev) povzroča vtis, sliko v prihodnjih desetletjih, pri čemer bo rast v nekaterih delih
da se demografski padec še ni začel, medtem ko se v praksi že je. sveta močno presegla rast v drugih.
Nova študija Rimskega kluba [2] je napovedala, da bo svetovno Te demografske spremembe bodo imele daljnosežne
prebivalstvo v najbolj verjetnem scenariju verjetno upadlo v posledice za mednarodno politiko, gospodarstvo in trajnostni
naslednjem stoletju na 6 milijard. razvoj, saj bodo države z največjo rastjo morale obvladovati vse
večje pritiske na svoje vire in infrastrukturo, hkrati pa bodo
zaradi večje populacije imele vse večjo vlogo v svetu.
Slika 5: Število prebivalcev po celinah.
Slika 4: Rast življenjske dobe. Vir: Worldometer.
Število prebivalcev Zemlje naj bi se v prihodnjih desetletjih
še naprej povečevalo, pri čemer naj bi doseglo vrhunec med
letoma 2050 in 2060, kot je prikazano v Tabeli 2. Projekcije
kažejo, da bo globalna populacija do takrat dosegla približno
deset milijard ljudi, kar predstavlja znatno rast glede na trenutno
Slika 8: Razmerja med verniki različnih verstev.
Slika 6: Napovedi razmerij med celinami.
3 Evropa in Slovenija
Slika 7 prikazuje gostoto prebivalstva po celinah, pri čemer
Kitajska in Indija močno izstopata kot najbolj gosto poseljeni
regiji na svetu. Prav tako so opazne višje stopnje poseljenosti v
nekaterih delih Združenih držav Amerike in Evropske unije, kjer
koncentracija prebivalstva vpliva na infrastrukturne in
gospodarske izzive.
Slika 7: Gostota prebivalstva po celinah.
Tabela 4: Največje države sveta.
The EU population is projected to decrease by
1.3 % between 2019 and 2050
Source: Eurostat (proj_19np) and (proj_19rp3)
V Tabeli 4 so prikazane največje države sveta glede Slika 9: Projekcije Evrope do leta 2050.
prebivalstva, pa tudi drugi osnovni podatki kot površina. Indija
je prehitela Kitajsko, skupaj pa imata 3 milijarde prebivalcev od Slika 9 predstavlja rezultate najnovejših demografskih
8 na svetu. Na tretjem mestu bi morala biti EU, a je v vseh projekcij regionalnih vzorcev prebivalstva v 31 državah (27
statistikah prikazana kot posamezne države. Zato so tretje ZDA, držav članic Evropske unije (EU) in štirih članic Evropskega
sledi Indonezija, Pakistan, Nigerija itd. združenja za prosto trgovino (EFTA). Ponuja strnjen pregled
Morda je zanimiv prikaz števila vernikov po posameznih rezultatov za regije na ravni NUTS 3, uporabljenih pri zadnjih
državah, kot je to razvidno iz Slike 8. evropskih demografskih projekcijah, temelječih na podatkih
EUROPOP2019.
Te regionalne projekcije prebivalstva zajemajo časovno starejših prebivalcev, predvsem tistih nad 65 let, vztrajno
obdobje do konca stoletja, pri čemer se rezultati, predstavljeni povečuje, kar postaja vse bolj izrazit trend v mnogih razvitih
tukaj, nanašajo na leto 2050. Projekcije temeljijo na podatkih o državah. Posledično se zmanjšuje delež delovno aktivnega
prebivalstvu in življenjskih dogodkih do leta 2018, uporabljena prebivalstva, kar ustvarja pritisk na pokojninske in zdravstvene
pa je bila klasifikacija NUTS-2016, ki deli ozemlja teh 31 držav sisteme, ki morajo zagotavljati skrb za starajoče se prebivalstvo.
na 1.216 geografskih enot na ravni NUTS 3. Za enostavnejšo Ta demografski premik vodi tudi do sprememb v družbenih
razlago "EU+" v tem primeru zajema vseh 31 držav, vključno s strukturah, saj postajajo starejši vse bolj odvisni od mlajših
štirimi članicami EFTA (Islandija, Lihtenštajn, Norveška in generacij in javnih storitev, kar bo dolgoročno zahtevalo
Švica). Za predstavitev podatkov EUROPOP2019 na nacionalni prilagoditve v politikah in socialnih sistemih.
ravni se sklicuje na članek o demografskih projekcijah v EU.
Slovenske podatke začenjamo z rastjo pričakovane
življenjske dobe na Sliki 10, ki je skozi desetletja postopoma
naraščala zaradi izboljšane zdravstvene oskrbe, življenjskih
pogojev in dostopa do izobraževanja. Na desnem robu slike je
jasno razviden upad v pričakovani življenjski dobi, ki ga je
povzročila pandemija COVID-19, kar je posledica povečane
umrljivosti, predvsem pri starejših prebivalcih in rizičnih
skupinah. Ta upad je pokazatelj, kako lahko nepričakovani
zdravstveni krizni dogodki začasno prekinijo pozitivne trende v
izboljševanju življenjske dobe, vendar se pričakuje, da bo z
obvladovanjem pandemije pričakovana življenjska doba
ponovno naraščala.
Slika 12: Stopnja rodnosti in število novorojenih v Sloveniji.
Slika 12 prikazuje stopnjo rodnosti, ki je že vrsto let precej
pod mejo 2,1 otroka na žensko, kar je minimalna stopnja za
ohranjanje stabilnega prebivalstva. Nizka stopnja rodnosti
pomeni, da prebivalstvo ni sposobno nadomestiti izgubljenih
generacij, kar vodi v dolgotrajen demografski upad. Če se ta
trend nadaljuje, bi lahko določene populacije kot slovenska v
nekaj stoletjih postopoma izumrle, saj brez zadostne rodnosti ni
mogoče zagotoviti zadostne reprodukcije in nadaljnje rasti
prebivalstva. Takšni scenariji postavljajo družbe pred številne
izzive, saj bodo morale sprejeti ukrepe za spodbujanje rodnosti,
Slika 10: Rast pričakovane življenjske dobe prebivalcev genetsko izumrtje. da bi preprečile dolgoročno demografsko krizo in posledično
Slovenije – razviden je učinek kovida na desnem robu.
4 Diskusija
V prispevku so predstavljene ključne demografske razmere in
prihodnje projekcije. Svetovna rast prebivalstva se je skoraj
povsem ustavila, pri čemer afriške države še vedno beležijo rast,
vendar tudi tam stopnja rodnosti počasi upada. V Evropi in
nekaterih drugih delih sveta pa že prihaja do stagnacije ali celo
upadanja prebivalstva. Slovenija se sooča s podobnim izzivom,
saj nizka rodnost in majhnost države nakazujeta dolgoročno
demografsko krizo, ki bi lahko vodila v znatno zmanjšanje
prebivalstva. Kljub tem opozorilom javnost pogosto napačno
razume situacijo, pri čemer prevladuje napačno prepričanje, da
je na svetu preveč ljudi. V resnici se pričakuje, da bo čez nekaj
sto let svetovna populacija bistveno nižja kot danes, medtem ko
Slika 11: Delež starejših kot 65 let. bi lahko Slovenci povsem izginili, če ne pride do temeljite
spremembe v politikah in odnosu do demografskih vprašanj.
Vizionarji, ki že desetletja opozarjajo na te trende in se
Daljša življenjska doba v kombinaciji z nizko rodnostjo, kot zavzemajo za trajnostne demografske rešitve, bi morali biti
je to značilno za Slovenijo (Sliki 11 in 12), pomeni, da se delež cenjeni in priznani, namesto da so pogosto tarča kritik.
References / Literatura [5] Weisman, A. (2008). The World Without Us. Picador. [6] Saunders, D. (2017). Maximum Canada: Why 35 Million Canadians Are
[1] Gams, M., & Malačič, J. (2019). Bela knjiga slovenske demografije. Not Enough. Alfred A. Knopf Canada.
URN:NBN:SI. [7] Bricker, D., & Ibbitson, J. (2019). Empty Planet: The Shock of Global
[2] Turner, B. (2023). World's population could plummet to 6 billion by the Population Decline. Robinson.
end of the century, study suggests. Live Science. [8] Kapitanovič, P. (2024). V nekaj stoletjih bomo izumrli, Delo,
[3] Lutz, W., Sanderson, W. C., & Scherbov, S. (Eds.). (2004). The End of https://www.delo.si/razno/v-nekaj-sto-letih-bomo-izumrli.
World Population Growth in the 21st Century: New Challenges for Human
Capital Formation and Sustainable Development. Routledge.
[4] Longman, P. (2004). The Empty Cradle: How Falling Birthrates Threaten
World Prosperity and What to Do About It. Basic Books.
Pokritost strokovne in znanstvene produkcije v Sloveniji v
področju epidemiologije depresije kot dela demografije
zdravja v COBISS.SI
Coverage of professional and scientific production in
Slovenia in the field of epidemiology of depression as part
of health demography in COBISS.SI
Tvrtko-Matija Šercar1 Romana Muhvič Šumandl2
Institut informacijskih znanosti Institut informacijskih znanosti
Maribor (IZUM) Maribor (IZUM)
Maribor Slovenija Maribor Slovenija
tvrtko.sercar@ext.izum.si romana.muhvic@izum.si
Povzetek other time it is part of statistics, etc.. Only scientists and experts in the field of demography can authoritatively assume the Informacijsko znanost in informacijsko tehnologijo uporabljajo responsibility for creating a knowledge map of demography.The vse druge znanosti kot uporabno epistemologijo. Podana je MIRA national mental health program is the first strategic spodbuda k premisleku o izdelavi sheme védenja demografije, ki document of its kind that connects the mental health services of naj bi zajemala demografijo zdravja in epidemiologijo na all responsible sectors of health, social care and education for the koherenten način, saj se v sedanji znanstveni praksi povezuje period 2018-2028 in the Republic of Slovenia. Targeted demografija različno s drugimi znanstvenimi področji. Enkrat coverage is checked by searching COBISS.SI. predstavlja z ekonomsko teorijo posebno podklaso v klasi
družbenih ved, drugič je del statistike itp. Odgovornost za Keywords
prevzamejo le znanstveniki in strokovnjaki s področja knowledge map of demography, healh demography, izdelavo sheme védenja demografije lahko avtoritativno
demografije. MIRA nacionalni program duševnega zdravja je epidemiology of depression, MIRA, COBISS.SI, SGC
prvi tovrstni strateški dokument, ki povezuje službe duševnega
zdravja vseh odgovornih sektorjev zdravstva, socialnega varstva,
1 Uvodna opomba
vzgoje in šolstva za obdobje 2018-2028 v Republiki Sloveniji.
Ciljana pokritost je preverjana z iskanjem v COBISS.SI. Lani sva s kolegom Šobotom predstavila rezultate komparativne
bibliografske raziskave o odzivu sistema COBISS.SI in
Ključne besede COBISS.SR znotraj mreže COBISS.net na zahteve uporabnikov
po informacijah o znanstveni produkciji v področju demografije
shema védenja demografije, demografija zdravja, epidemiologija
in sociologije prebivalstva v Republiki Sloveniji in Republiki
depresije, MIRA, COBISS.SI, SGC
Srbiji. [1]
Abstract Na vabilo k sodelovanju s prispevkom na letošnji konferenci
Demografske in družinske analize - IS2024 sva se odločila s
Information science and the information technology with which
kolegico Muhvič pripraviti prispevek o bibliografski pokritosti
it is fused are used by all other sciences as an applied
strokovne in znanstvene produkcije v Sloveniji v področju
epistemology. An incentive is given to consider the creation of a
socialnih, bioloških in genetskih razsežnosti epidemiologije
knowledge map of demography, which should cover health
psihiatričnih motenj kot dela demografije zdravja (Health
demography and epidemiology in a coherent way, since in
demography).
current scientific practice, demography is connected differently
with other scientific fields. One time it represents a special
subclass in the class of social sciences with economic theory, the 2 Shema védenja demografije – spodbuda k
1 Dr.sc. Tvrtko-Matija Šercar, upokojen sodelavec IZUM premisleku
2 Romana Muhvič Šumandl, Vodja sektorja Upravljanje servisov, IZUM
Permission to make digital or hard copies of part or all of this work for personal or classroom use »Na začetku je bila informacija, beseda je prišla kasneje.« [2]
is granted without fee provided that copies are not made or distributed for profit or commercial Informacijsko znanost in informacijsko tehnologijo uporabljajo
advantage and that copies bear this notice and the full citation on the first page. Copyrights for vse druge znanosti kot uporabno epistemologijo. Sprememba
third-party components of this work must be honored. For all other uses, contact the
owner/author(s). paradigme je bila prepoznana v začetku leta 2000. Nova
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
© 2024 Copyright held by the owner/author(s). paradigma pomeni premik od uporabe tehnologij, računalništva
http://doi.org/10.70314/is.2024.dem.11
in inženirstva kot podpore raziskovalnem delu in znanju k • hierarhične (po stopnjah, predmeti so razdeljeni hierarhično,
integraciji tehnologij, računalništva in inženirstva v strukturo od najbolj splošnih do najbolj specifičnih) in
vseh drugih znanosti. Niti nekoč sila uspešen slogan »podpora • fasetno/analitično-sintetične (predmeti so razdeljeni na
znanju« več ne izraža bistva nove paradigme o integraciji! medsebojno izključujoče pravokotne fasete) klasifikacije.
Bilo je ugotovljeno, da se je l. 2002 začela »digitalna doba«. [3]
Naloga klasifikacije in kategorizacije dokumentov se sestoji iz
dodeljevanja dokumentov enemu ali več razredom ali
kategorijam. To je mogoče narediti "ročno" (ali "intelektualno")
in algoritemsko. Intelektualna klasifikacija dokumentov je
večinoma področje bibliotekarstva, algoritemska klasifikacija
dokumentov pa predvsem informacijske znanosti in
računalništva.
Obstajata dve glavni filozofiji predmetne klasifikacije
dokumentov:
Slika 1: Leto 2002 - začetek digitalne dobe [3] • pristop, ki temelji na vsebini (content-based), in
• pristop, ki temelji na zahtevi (request-based).
Oblikovati »knowledge map« ali shemo védenja pomeni določiti
meje znanstvenega področja, opredeliti njegove glavne dele po Vsebinska klasifikacija je klasifikacija, pri kateri teža, dodeljena
predmetu in odnose med njimi. posameznim temam v dokumentu, določa razred, v katerega je
Shema védenja demografije (demography knowledge map) ni dokument uvrščen.
dorečena na način, ki ga je pred dvadesetimi leti kot »standard« Na zahtevo usmerjeno razvrščanje (ali indeksiranje) je
postavil Zins na primeru sheme védenja informacijske znanosti. razvrščanje, pri katerem pričakovana zahteva uporabnikov
[4][5] vpliva na to, kako so dokumenti razvrščeni. Klasifikator se
Običajna definicija demografije ne vključuje ravno demografije sprašuje: "Pod katerimi deskriptorji naj se nahaja ta entiteta?" in
zdravja (Health demography). »Pomislite na vse možne poizvedbe in se odločite, za katere je
Po nekem pristopu sta demografija in epidemiologija deli zadevna entiteta ustrezna«. [6]
statistike. Statistika (običajni pomen popis številčnega stanja; Razlikujemo dodeljevanje dokumentov v razrede
izvirno iz nemščine Statistica Staatslehre, Staatswissenschaft ("klasifikacija") in dodeljevanje predmetov dokumentom
državoslovje, državna teorija, politična znanost, status nlat tudi ("predmetno indeksiranje"), vendar to razlikovanje ni plodno.
Staat, Status, država) se ukvarja z zbiranjem, organizacijo, »Te terminološke razlike so povsem nesmiselne in povzročajo
analizo, interpretacijo in predstavitvijo podatkov o gospodarskih, samo zmedo«. [7]
socialnih ipd. procesih. Obstajajo številne tehnike samodejnega (avtomatskega)
Z uporabo statistike so se razvile številne specialnosti v različnih razvrščanja dokumentov.
področjih. Narodna in univerzitetna knjižnica (NUK) je leta 1994 izdala
Demografija je preučevanje (study) vseh vrst populacij in je zelo navodila za oblikovanje predmetnih oznak Vsebinska obdelava
splošna znanost, ki jo je mogoče uporabiti za katerokoli v vzajemnem katalogu. Leta 2000 se je v IZUM-u začel razvoj
dinamično populacijo, torej tisto, ki se spreminja skozi čas ali Splošnega geslovnika COBISS.SI (SGC), ki sega na vsa
prostor. področja človeškega znanja in je namenjen predmetnemu
Epidemiologija je preučevanje dejavnikov, ki vplivajo na zdravje označevanju v sistemu COBISS.SI. [8] Na iskalno besedo
in bolezen prebivalstva, ter služi kot temelj posegov v interesu »demografija« dobimo 29 predmetnih točk dostopa. javnega zdravja in preventivne medicine.
Znane knjižnične klasifikacije niso sheme védenja neke znanosti. Zinsova študija »Knowledge Map of Information Science« je
Najzgodnejša znana knjižnična klasifikacijska shema je bila bila namenjena raziskovanju temeljev informacijske znanosti,
klasifikacija knjig Pinakesa Kalimahe, učenjaka v Aleksandrijski izvedena pa je bila z metodo Delphi in analizo področja (domain
knjižnici v tretjem stoletju pred našim štetjem. analysis, DA) v letih 2003–2005.
Knjižnični klasifikacijski sistemi se razlikujejo glede na Metodo Delphi je Zins uporabil za zbiranje podatkov in za
označevanje, zgodovino, uporabo številčenja, hierarhijo in fasete. kritično in strukturirano debato (s pomočjo treh vprašalnikov)
Razdelitve človeškega znanja po posameznih znanstvenih med ekspertom.
področjih je mogoče najti v univerzalnih shemah, kot so Izraz »Delfi« izvira iz starogrške mitologije. Stari Grki so verjeli,
Klasifikacija Kongresne knjižnice (LCC), Deweyjeva decimalna da so območje glavne prerokinje Pitije v preročišču Delfi in so
klasifikacija (DDC), Univerzalna decimalna klasifikacija (UDC) tam bile narejene prerokbe, ki so narekovale in usmerjale vitalne
in Klasifikacija Colon (CC), sheme za določeno področje (npr. državne zadeve. [9]
klasifikacija za medicino NLM), za posamezno državo (npr. Metodo analize področja je Zins uporabil za izdelavo sheme
SAB, švedski knjižnični klasifikacijski sistem), klasifikacijske védenja informacijske znanosti.
sheme v bibliografskih virih, informacijskih servisih in zbirkah Domena je družbeno in teoretično definirano znanje skupine
podatkov. znanstvenikov istega ontološkega in epistemološkega interesa.
Obstajajo [10]
• naštevalne (predmetne značnice (subject heading) so Domene so v bistvu sestavljene iz treh vrst teorij in konceptov:
navedene po abecedi, s številkami, ki so dodeljene vsaki
značnici po abecednem vrstnem redu),
• ontoloških teorij in konceptov o predmetih človeške Učinki razrednih odnosov na depresijo in anksioznost presegajo
dejavnosti; učinke SES (socioeconomic stratification), kar kaže na premalo
• epistemoloških teorij in konceptov znanja in načinov raziskane mehanizme v socialni epidemiologiji, npr. dominacijo
pridobivanja znanja, ki implicirajo metodološka načela o in izkoriščanje. [16][17]
načinih raziskovanja predmetov; in Po podatkih Eurostata za leto 2019 je 7,2 % prebivalcev držav
• članic Evropske unije poročalo o kronični depresiji. To je skoraj socioloških konceptov o skupinah ljudi, ki se ukvarjajo z
istimi predmeti. pol odstotne točke več kot pet let pred tem. Slovenija je v samem
Kot formalne predstavitve množice konceptov z nekega področja vrhu lestvice. Pri nas je takšnih namreč kar 15,1 odstotka
in razmerij med njimi imajo ontologije nepogrešljivo vlogo pri prebivalcev, kar je skoraj tri odstotne točke več kot na
razvoju informacijskih sistemov s semantično komponento. [11] Portugalskem, ki zaseda drugo mesto in skoraj osem odstotnih
[12][13][14] točk več od evropskega povprečja. Na tretjem mestu depresivcev
so Švedi z 11,7 odstotka takšnih, ki so poročali o kronični
Različne znanosti, ki proučujejo iste predmete in probleme iz depresiji. Slovenija se uvršča med države z najvišjim odstotkom
svoje perspektive, se udeležujejo vzajemenega delovanja. depresivnih moških (14,3 %).
Obstajata "mala" in "velika" interdisciplinarnost. Najpomembnejši strateški dokumenti Evropske unije za duševno
"Mala" interdisciplinarnost je povezovanje specialnosti znotraj zdravje so Evropski pakt za duševno zdravje in dobro počutje in
neke širše discipline, med katerimi je "oddaljenost" majhna. Sklepi Sveta o Evropskem paktu za duševno zdravje in dobro
"Velika" interdisciplinarnost je povezovanje različnih počutje.
znanstvenih disciplin, med katerimi je "oddaljenost" velika. [15] Državni zbor RS je sprejel leta 2018 Nacionalni program
Rinia je meril in vrednotil interdisciplinarno naravo raziskav in duševnega zdravja 2018–2028 MIRA.
prenos znanja med disciplinami z uporabo kvantitativnih analiz Program MIRA je Nacionalni program duševnega zdravja, ki kot
citiranja. Citiranje je način, na kateri znanost funkcionira kot prvi tovrstni strateški dokument v Republiki Sloveniji celovito
industrija znanja. Neki znanstveni članek najboljše naslavlja in ureja področje duševnega zdravja. Program povezuje
»indeksirajo« citati virov. Rezultati analize citiranja kažejo na obstoječe ter dodaja nove službe in strukture ter tako odgovarja
velik pretok znanja med disciplinami. Citatna analiza razkriva na potrebe ljudi na področju duševnega zdravja. Glavni poudarki
veliko dinamičnost sodobne znanosti, medtem ko so se programa so krepitev duševnega zdravja ter preprečevanje in
knjižnične klasifikacijske sheme (LCC, DDC, UDC in dr.) za celostna obravnava duševnih motenj. S tem namenom povezuje
organizacijo shranjevanja knjižničnega gradiva v prostoru službe vseh odgovornih sektorjev, torej zdravstva, socialnega
pokazale za dokaj statične. varstva, vzgoje in šolstva.
Cilj programa je vzpostaviti dobro podporno okolje na vseh
področjih varovanja duševnega zdravja. Službe in storitve
poskuša približati uporabnikom in jih spodbuditi k zgodnjemu
iskanju pomoči ter na tak način zmanjšati institucionalizacijo na
področju duševnega zdravja. [18]
4 Rezultati iskanj v področju demografije
zdravja in epidemiologije depresije
Slika 2: Primer police podrazreda Pokritost smo preverjali z iskanjem v COBISS.SI.
Iskalni niz Št.zadetkov
3 Program MIRA – Nacionalni program
duševnega zdravja v Republiki Sloveniji Demografija zdravja Slovenija 255
Duševno stanje demografija Slovenija 90
Socialna in psihiatrična epidemiologija je področje, ki preučuje Depresija demografija Slovenija 53
porazdelitev in dejavnike duševnega zdravja znotraj populacij. Duševno zdravje MIRA Slovenija 130
Raziskuje, kako družbeni dejavniki, kot so socialno-ekonomski Demografija MIRA 46
status, mreže skupnosti in življenjski dogodki, vplivajo na MIRA demografija Slovenija 31
incidenco in razširjenost psihiatričnih motenj. Ta veja Epidemiologija depresije 289
epidemiologije pogosto vključuje interdisciplinarne raziskave, ki
združujejo vpoglede iz socialne psihologije, sociologije, Slika 3: Iskanja v COBISS.SI po področjih
antropologije in javnega zdravja, da bi razumeli kompleksne
interakcije med družbenimi okolji in rezultati duševnega zdravja. Rezultati začetnih poizkusnih iskanj po ključnih besedah v
Duševne motnje spadajo med deset poglavitnih vzrokov COBISS+ v t.i. osnovnem iskanju (pomeni nediferencirano
oviranosti v svetu s hudimi družbenimi in gospodarskimi iskanje, ki ga uporabimo predvsem, kadar imamo dokaj popolne
posledicami za posameznike, družine in skupnosti. Slabo podatke; z uporabljenimi iskalnimi pojmi se sproži iskanje po
duševno zdravje tako pomeni izgubo najmanj 3 do 4 % bruto vseh podatkih znotraj enega bibliografskega zapisa, tudi po
domačega proizvoda, po nekaterih ocenah pa še več. Svetovna morebitnih povzetkih in celotnem besedilu, če je le-to dostopno
zdravstvena organizacija kot Evropska unija in Slovenija online):
namenjajo promociji in varovanju duševnega zdravja vedno več Analiza najdenih zadetkov nam pokaže:
pozornosti in sredstev.
• kako so se dela iz navedenega področja objavljala skozi • prevladujejo monografske publikacije nad članki
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10 5 6 5 4 3 4 4 Zupančič, Agata 7 2 2 2 5 7
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epidemiologija depresije
45 5 Zaključni premisleki
50
20 12 13 14 15 13 12 7 8 modernem slovarju Daše Komac [19] v izrazu »demography« 10 sledi prevodnemu ustrezniku »demografija« razlaga »statistično 30 20 23 25 22 20 21 19 V splošnem angleško-slovenskem (in slovensko-angleškem) 40 0
9 0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 0 1 1 1 1 1 1 1 1 1 2 2 22 0 0 0 0 0 0 0 0 0 01 0 0 0 0 020 2 2 2 2 2 2 2 2 2 2 2 2 2 22 proučevanje sestava/rasti prebivalstva«, ki naj bi uporabnike -2 8 l. l. l. l. l. l. l. l. l. l. l. l. l. l. l. 8 9 vodila do »pravilne izbire besede, stalne zveze ali fraze«! 1 »Definitio fi(a)t per genus proximum et differentia specifica« l.
spada v filozofijo in je sholastična formulacija klasičnega
Slika 6: »epidemiologija depresije« skozi leta definicijskega pravila, ki sega vse do Aristotela. Klasičen primer
je opredelitev ljudi kot razumnih živali.
• V razlagi definicije demografije je »statistično proučevanje« kakšne tipologije so dela
(statistika) »genus proximum«, »differentia specifica«
proučevanje »sestava/rasti prebivalstva«.
demografija zdravja Takšne definicije so praviloma redke v pogovornem
(kolokvijalnem) jeziku. [20]
78
73 »Genus proximum« je »višji« rodovni pojem, vendar so odnosi
80
70 med znanostmi horizontalni in ne vertikalni in ne moremo trditi,
60
50 da je ena kot višja nadrejena drugi!
40 28
30 21 Z bibliometričnimi raziskavami se lahko meri in vrednoti prenos
20
7 12 15 10 11
10 znanja (knowledge transfer). med demografijo in drugimi
0 vedami. Tako odkrita interdisciplinarnost kaže na dele drugih
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Slika 7: področje »demografija zdravja« in tipologija del
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Ethical Consideration and Sociological Challenges in the Integration of Artificial
Intelligence in Mental Health Services
Saša Poljak Lukek*
sasa.poljaklukek@teof.uni-lj.si
University of Ljubljana, Faculty of Theology
Ljubljana, Slovenia
Abstract feedback and personalized treatment plans [4],
This article explores the transformative potential and developing of novel diagnose tools [2].
of artificial intelligence (AI) in the field of mental AI in mental health services is implemented
health, with a particular focus on ethical through models like chatbots, digital platforms,
considerations and social challenges. As AI and avatar therapy, enhancing accessibility and
tools become increasingly sophisticated, their treatment options. Chatbots provide therapy via
ability to support mental health interventions natural language processing [5], while digital
presents both opportunities and challenges. We platforms support online mostly cognitive
discuss the importance of a human-centered behavioral therapeutic interventions [6]. Avatar
approach to AI development and the need for therapy uses AI to help patients manage
comprehensive ethical guidelines to ensure conditions like dementia, autism spectrum
patient safety and well-being. In addition, this disorder, and schizophrenia [7].
paper explores key social trends such as the
evolving dynamics of modern families, aging 1.2 The Prospect of artificial
population, migration and considers how AI can intelligence in mental health services
be integrated into these contexts to improve The future orientation underlines the importance
mental health care. of digital health in overcoming challenges such
as limited access to services, especially in
Keywords: underserved regions, and outlines measures to
Artificial Intelligence, Mental Health, Human- ensure equitable access to digital health
Centered Approach, Ethics, Modern Family solutions across the European region [8]. The
Dynamics, Aging Populations, Migration use of AI in mental health services raises
questions about the role of non-human
1.1 algorithms and the long-term impact on the Artificial intelligence in mental understanding of illness and the human health services 1 interventions, transparency in the use of Introduction
condition [9]. There are also concerns about
Research on the application of AI in mental
potential bias, gaps in ethical and legal
health care has shown some positive effects on
frameworks, and the possibility of misuse
the treatment of mental health problems [1],
[10,11].
including early detection [2,3], providing
However, there are at least two potentially
positive effects of the use of AI in healthcare:
This Publication is a Part of the Research Program The Accessibility and personalization of services.
Intersection of Virtue, Experience, and Digital Culture: Ethical
and Theological Insights, financed by the University of AI offers new mechanisms to reach those who
Ljubljana. might not otherwise be served. AI-supported
Permission to make digital or hard copies of part or all of this tools can improve the early detection and
work for personal or classroom use is granted without fee diagnosis of mental disorders [12]. AI chatbots
provided that copies are not made or distributed for profit or have shown promise in increasing referrals to commercial advantage and that copies bear this notice and mental health services, especially for minority the full citation on the first page. Copyrights for third-party
components of this work must be honored. For all other groups who are blocked from accessing
uses, contact the owner/author(s). traditional care [13]. These technologies can Information Society 2024, 7 – 11 October 2024, Ljubljana, provide initial assessments, psychoeducation Slovenia
© 2024 Copyright held by the owner/author(s). and even treatment, expanding access to mental
https://doi.org/10.70314/is.2024.dem.12 health support [12]. AI-driven virtual assistants
and wearable devices enable continuous
monitoring and personalized care, which could 2.2 Aging Populations
improve patient outcomes [11,14]. AI offers promising solutions for supporting an
The integration of artificial intelligence into aging population, particularly in addressing
mental health services represents a promising cognitive decline and mental health challenges.
avenue for the development of personalized AI applications can monitor vital signs, health
treatment plans through the sophisticated indicators, and cognition, as well as provide
analysis of large datasets, enabling the support for daily activities [20]. With an
identification of optimal therapeutic strategies increasing number of elderly individuals, AI can
tailored to specific client profiles [15,16]. This support mental health care by providing
data-driven methodology enables the dynamic companionship through intelligent animal-like
adaptation of therapy to the evolving needs of robots (e.g., Paro, Harp seal) and assisting in
the client. monitoring and managing conditions like
dementia [21,22]. AI can also help in tracking
2 Overcoming Sociological cognitive health and providing timely
Challenges through the Integration of interventions to maintain mental well-being in
Artificial Intelligence in Mental Health older adults. These technologies have the
Services potential to enhance independent living and
quality of life for older adults and their families.
2.1 Modern Family Dynamics
Modern family trends show that family 2.3 Migration
structures and attitudes have changed Migrants often face mental health challenges
significantly in recent decades [17]. There is a due to displacement, cultural adjustment and
growing acceptance of different family forms, language barriers. AI can help migrants access
including unmarried cohabitation, same-sex mental health services by providing culturally
relationships and joint custody arrangements and linguistically relevant resources and
[18]. These changes reflect an expansion of support. Chatbots and AI-driven platforms can
developmental idealism and increasing support bridge gaps in care by providing immediate help
for individual freedom in family choice [17]. and continuity of care across different regions
On the other hand, there is a growing need for [23].
mental health services for families [19]. As the Recent research highlights the increasing role of
most vulnerable members of the family - the digitalization and artificial intelligence (AI) in
children - are usually also at risk, quick and migration and mobility systems, especially in the
effective action in family mental health is of context of the COVID-19 pandemic [24]. While
great importance. Many families are struggling these technologies offer opportunities for
with various psychological problems. Together improving human rights and supporting
with the changing family structure, this means a international development, they also bring
great burden for every family member. In challenges that require careful consideration of
addition, access to psychologists, psychiatrics design, development and implementation
and therapists is limited, leading to an acute aspects. The integration of AI into migration
shortage of mental health professionals processes requires a focus on human rights at
worldwide. all stages that goes beyond technical feasibility
The accessibility of services is probably the and companies' claims of inclusivity [24].
strongest argument for the integration of AI in
healthcare [12]. AI-powered conversational 3 Ethical Consideration in the
agents can improve the accessibility of mental Integration of Artificial Intelligence in
health services by being available online at all Mental Health Services
times and in underserved areas, being scalable, One of the main caveats to the use of AI in
reliable, fatigue-free, and providing consistent mental health is the introduction of new ethical
support, being culturally sensitive to adapt, and standards to ensure user safety. The approach to
helping with education and symptom integrating AI into services should therefore be
management. human-centered [25]. Any innovation should
therefore focus on people in their most essential, with a focus on dealing with potential
vulnerable position. It is important to assess all bias, especially among marginalized groups, the
risks with sufficient accuracy and avoid misuse risks associated with data privacy and security,
of AI as much as possible. The most important and the challenges posed by the lack of
areas for ethical consideration when integrating transparency of AI models.
AI into mental health services should be privacy,
bias, transparency, security. 4 Conclusion
Data privacy and security are critical in digital We propose to define AI as a new ethical entity
healthcare and require robust measures to in the field of mental health [30]. AI represents a
protect sensitive information and prevent novel artifact that changes interactions,
unauthorized access. Protecting privacy rights concepts, epistemic fields and normative
and ensuring informed consent are critical to requirements. This change requires a
maintaining trust and ethical standards in the redefinition of the role of AI, which lies on a
use of personal health data [11]. Combining spectrum between a tool and an agent. This shift
multiple data streams increases the risk of underscores the need for new ethical standards
unauthorized use, which exacerbates privacy and guidelines that recognize the unique status
issues. Ensuring informed consent and of AI as a distinct and influential actor in the field
maintaining transparency, especially in of mental health.
emergency operations, are critical to addressing The integration of AI into services can, on the
these ethical concerns and protecting the rights one hand, provide more efficient and faster
of participants [26]. solutions to some of the sociological challenges
The use of AI in mental health treatment raises of today's society, but on the other hand,
ethical concerns about bias, particularly among requires a precise and correct definition of the
marginalized populations who are already limits within which these models can be used.
discriminated against and lack access to mental These efforts aim to bridge the gap between
health care. It is uncertain whether AI-assisted technology and human-centered care and
psychotherapy can effectively address cultural ensure that AI complements, rather than
differences and close treatment gaps in diverse replaces, the therapeutic benefits of human
populations [27]. In addition, populations that interaction.
are traditionally marginalized in fields such as
psychology and psychiatry are most vulnerable
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Novejši razvoj rodnosti po redu rojstva v Sloveniji
Recent Development of Fertility in Slovenia by Birth Order
Janez Malačič
Ekonomska fakulteta Univerze v Ljubljani
Kardeljeva ploščad 17, 1000 Ljubljana, Slovenija
Elektronska pošta: janez.malacic@ef.uni-lj.si
POVZETEK ABSTRACT
Med demografi vse bolj prevladuje mnenje, da According to the opinion of more and more
rodnosti tako v Sloveniji kot drugod po Evropi demographers in developed world sub-
v prihodnjih letih in desetletjih ne bo mogoče replacement fertility in developed countries
povečati na raven, ki bi dolgoročno zagotavljala is here to stay. However, the idea that
enostavno obnavljanje prebivalstva. Kljub temu pronatalist economic and other population
pa je še zmeraj tudi živa ideja, da bi spodbujanje
policy measures can somehow help to
rojevanja drugega in tretjega otroka, morda pa
tudi četrtega otroka v družini, lahko dvignilo increase births of the second, the third or
rodnost na raven, ki bi skupaj z zmernimi neto even the fourth child in the family is still
pozitivnimi in selekcioniranimi migracijami alive too. Therefore, the analysis of the
zagotovila dolgoročno nemoteno obnavljanje fertility by birth order is of the special
prebivalstva. Zaradi tega je pomembna analiza interest. This paper shows that Slovenian
rodnosti po redu rojstva, ki smo jo opravili v sub-replacement fertility in the last three to
tem besedilu. Analiza za zadnja desetletja kaže four decades has been deeply founded in the
za Slovenijo, da v razmerah prenizke rodnosti prevalence of the births of the first and the
prevladujejo rojstva nizkih redov rojstva. To sta second birth orders as well as in the sharp
največkrat prva dva reda rojstva. Verjetnost
decline of the births of the higher orders.
povečanja družine, ki kaže, koliko družin z
dvema otrokoma se odloči za rojstvo tretjega The probability that the family with two
children will get the third one drastically
otroka, se po vseh naših tablicah drastično zniža
v primerjavi z verjetnostjo, da družina z enim decline in the comparison with the
otrokom dobi drugega otroka. Hkrati pa nekaj probability that the family with one child
večje verjetnosti povečanja družine za rojstva will get the second one is shown in the
višjih redov ne morejo kompenzirati tega fertility tables by birth order for Slovenia in
ključnega padca, ker je rojstev višjih redov v the years 2011 and 2021. Higher order
razmerah prenizke rodnosti zelo malo. Vse to pa births in Slovenia have been very low since
je skupaj s trdno uveljavljeno normo rojevanja the beginning of the 1980s. Fertility data by
le enega do dveh otrok v povprečju na družino birth order and our analysis show the
v Sloveniji zelo slaba popotnica za učinkovitost
prevalence of the very low reproductive
prebivalstvene politike, ki bi želela dvigniti
normo na povprečno dva do tri otroke na norms in Slovenia. The prospects for
družino. effective pronatalist policy and for the
increase of the number of births of all birth
orders and especially of the third and
eventually the fourth birth in Slovenia are enostavno obnavljanje prebivalstva in morda
weak and uncertain. celo niti ne na raven, ki bi skupaj s pozitivnimi
neto migracijami zagotovila ta cilj dolgoročne
demografske stabilnosti, pa se tako v stroki kot
v politiki iščejo tematike, kjer pa bi morda le bili
1 UVOD možni določeni pozitivni premiki. Ena od takih
Prebivalstvo Slovenije je podobno kot tematik je del področja rodnosti, ki obravnava
druga prebivalstva razvitih evropskih držav značilnosti in trende rojevanja po vrstnem redu
končalo demografski prehod po koncu rojstev. Pri tem je v ospredju upanje, da bi
začasnega izbruha rodnosti po drugi svetovni zasnovali, sprejeli in uresničevali politike, ki bi
vojni. To pomeni, da je zanj že nekaj več kot povečale rojevanje otrok drugega in še posebej
šestdeset let značilen moderni režim tretjega reda. Da bi pa bilo možno to uresničiti,
obnavljanja prebivalstva z nizko rodnostjo in je potrebno proučevati področje rojevanja po
nizko smrtnostjo. V zadnjih dveh tretjinah tega redu rojstev,
obdobja je splošna rodnost tako nizka, da ne
zagotavlja V tem besedilu bo avtor analiziral več dolgoročno nemotenega
novejše statistične podatke o rodnosti po redu
obnavljanja prebivalstva. Slovensko in cela
rojstev v Sloveniji. Pri tem je treba povedati, da
vrsta drugih evropskih prebivalstev lahko
počasi še naraščajo zaradi dovolj velikih so slovenski podatki vitalne statistike dobri,
večje težave pa se pojavijo pri podatkih, ki jih
pozitivnih neto migracij. Kjer pa teh ni, ali pa so
pridobivamo s popisi prebivalstva. V Sloveniji
prisotne celo bolj ali manj velike neto je bil zadnji klasični popis prebivalstva
emigracije, pa se prebivalstva takšnih evropskih
držav zmanjšujejo. Vendar tudi Slovenija in organiziran leta 2002, od leta 2011 naprej pa
Statistični urad Republike Slovenije (SURS)
podobne države z rastjo prebivalstva zaradi
večjega priseljevanja od odseljevanja ne morejo opravlja registrske popise. Težave s popisi
povzročajo raziskovalcem določene probleme,
računati na dolgoročno kompenzacijo prenizke
vendar so ti problemi pri raziskovanju rodnosti
rodnosti z dovolj velikimi neto priselitvami
po redu rojstva še bolj izraziti in bodo prisotni
zaradi prenizke ravni rodnosti, zelo majhnih
možnosti, da bi se raven rodnosti v zadostni tudi v analizi prikazani v tem besedilu.
meri dvignila in zaradi nepripravljenosti Besedilo je razdeljeno na običajne
velikega dela prebivalstev teh držav, da bi točke, kot so uvod, sklep ter literatura in viri.
sprejeli dovolj veliko število novih imigrantov. Razen tega pa vsebuje še dve osrednji vsebinski
Demografski modeli in projekcije kažejo, da bi točki. Prva med njima ima namen prikazati
že v nekaj desetletjih morale biti pozitivne neto najbolj osnovne statistike in značilnosti rodnosti
migracije na leto večje od letnega števila po redu rojstva v Sloveniji v zadnjih dveh do
živorojenih. To pa bi vodilo do politične treh desetletjih. Prikazanih bo tudi nekaj
nestabilnosti in veliko večjega nasprotovanja starejših podatkov, ki bodo pokazali razsežnosti
imigracijam, kot ga vidimo v Sloveniji in sprememb. Druga med njima pa je osrednja
Evropi v zadnjih letih. točka tega besedila in obravnava tablice
rodnosti po redu rojstva v Sloveniji v letih 2011
Tako zaostrene demografske razmere v
Sloveniji in v vse večjem številu evropskih in 2021.
držav vse bolj postavljajo demografsko
problematiko v ospredje družbenega zanimanja
in razprav o politikah, s katerimi bi vsaj omilili
procese, ki smo jih okvirno opisali v prvem
odstavku tega besedila. Ne glede na to, da med
demografi vse bolj prevladuje mnenje, da
rodnosti tako v Sloveniji kot drugod po Evropi
v prihodnjih letih in desetletjih ne bo mogoče
povečati na raven, ki bi dolgoročno zagotavljala
2 RODNOST PO REDU ROJSTVA V velike večine rojstev in s tem tudi rojstev nižjih
SLOVENIJI V MODERNEM REŽIMU redov je prišlo v prvih desetih letih trajanja
NIZKE RODNOSTI zakonske zveze. Le pri rojstvih višjih redov od
tretjega in naprej so bili leta 1991 v Sloveniji
Analiza rodnosti je tradicionalno deleži drugega desetletja trajanja zakonske
namenjala veliko pozornosti zakonski rodnosti. zveze še tudi pomembni, vendar je bilo teh
V prebivalstvih z visoko ravnjo poročenosti je
rojstev že takrat malo. (Malačič, 2000, str. 98-
ta rodnost določala značilnosti celotne rodnosti,
99) Navedeni podatki so transverzalni, saj nam
hkrati pa se je zelo razlikovala od zunaj
longitudinalni niso na voljo. Zelo verjetno pa se
zakonske rodnosti. V Sloveniji se je že pred več osnovne značilnosti vpliva trajanja zakonske
desetletji zelo znižalo absolutno in relativno
zveze na rodnost v naslednjih desetletjih niso
število sklenjenih zakonskih zvez. Zakonodaja
je z mnogih vidikov izenačila pravni položaj bistveno spremenile.
zakonskih in izven zakonskih skupnosti, število Znižanje števila in deležev živorojenih
slednjih pa se je izrazito povečalo. Zaradi tega višjih redov rojstva v Sloveniji se kaže tudi v
se je precej zmanjšala analitična vrednost obdelavi in objavljanju uradnih statističnih
študija zakonske rodnosti. To velja tudi za podatkov v statistični bazi SURS SISTAT. Več
rodnost po vrstnem redu rojstva. V razmerah, ko obdelav v tej bazi se preprosto konča pri redu
se v Sloveniji rodi okrog 56 % živorojenih na rojstva 4+, čeprav so se obdelave še v zadnjih
leto izven zakonske zveze, nam značilnosti desetletjih prejšnjega stoletja končevale z
zakonskih rojstev ne dovoljujejo posploševanja odprtimi razredi 6+, 7+, 8+ ali celo 9+. Zaradi
na celotno rodnost. Po drugi strani pa pogosto tega smo lahko vključili v tabelo 1 znatno manj
slišimo, da se izven zakonske skupnosti podatkov po redu rojstva za Slovenijo, kot bi si
obnašajo podobno kot poročeni pari, Ker pa želeli.
imamo za njih veliko manj in slabše statistične
statistike težje ali nemogoče analizirati. Zaradi podatke o številu živorojenih v Sloveniji po redu rojstva v izbranih letih obdobja 1991-2023. podatke, jih je na osnovi običajne uradne Tabela 1 prikazuje letne (transverzalne)
vsega navedenega bomo vpliv trajanja zakonske Red rojstva se konča z zgornjim odprtim
zveze na rodnost in red rojstev v Sloveniji
razredom 4 in več (4+). Izbrana leta upoštevajo
prikazali s podatki za leto 1991. Tega leta se je
30,0 % živorojenih v zakonski zvezi rodilo v logiko desetletnih med popisnih intervalov,
čeprav je SURS to logiko deloma porušil.
prvem letu trajanja zakonske zveze, 51,8 % pa
Dodano pa je še leto 2023, za katero imamo
se jih je rodilo v prvih treh letih trajanja
zadnje objavljene podatke. Prikazani so
zakonske zveze. Za starostne razrede trajanja
absolutni podatki in relativna struktura v
zakonske zveze 5-9, 10-14, 15-19 in 20+ so bili
odstotkih.
odstotki naslednji 21,5, 6,5, 1,8 in 0,4. Do
Tabela 1: Absolutno in relativno število živorojenih v Sloveniji po redu rojstva v izbranih letih obdobja
1991-2023. Vir: SISTAT, dostop 7.9. 2024
Leto 1991 2001 2011 2021 2023
Rojstva 1 Št. % Št. % Št. % Št. % Št. %
1 2 3 4 5 6 7 8 9 10 11
N 21.583 100,0 17.477 100,0 21.947 100,0 18.984 100,0 16.989 100,0
N1 10.210 47,3 8.599 49,2 10.637 48,5 8.557 45,1 7.884 46,4
N2 8.510 39,4 6.371 36,5 8.327 37,9 7.487 39,4 6.391 37,6
N3 2.179 10,1 1.865 10,7 2.210 10,1 2.244 11,8 2.094 12,3
N4+ 684 3,2 642 3,7 773 3,5 696 3,7 620 3,6
1 N je število živorojenih; N , … , N so zaporedoma števila rojstev od prvega reda do reda štiri in več.
1 4+
Število živorojenih v Sloveniji v tega reda. Takšne stopnje bomo podrobneje
izbranih letih, ki so prikazana v tabeli 1 precej obravnavali v naslednji točki tega besedila.
niha in je najnižje leta 2023, ki je zadnje leto, za
Stopnje rodnosti po redu rojstva glede
katerega imamo podatke. Bolj presenetljivo pa na ženske, pri katerih lahko pride do teh rojstev,
je, da se struktura živorojenih v Sloveniji po
pa je povezano s kazalci verjetnosti povečanja
redu rojstva v vseh teh letih zelo malo ali skoraj družine. Tak kazalec nam pove, kakšna je
rodilo največ otrok prvega reda, delež se giblje verjetnost, da se družina z danim številom otrok nič ne razlikuje. V vseh izbranih letih se je
poveča za dodatnega otroka. Verjetnosti
je rojstev prvega in drugega reda, delež teh dveh povečanja družine lahko računamo na med 45,1 in 49,2 odstotka. Velika večina rojstev
živorojenih tretjega reda je le malo večji kot osnovi. Prvi način se uporablja za kohorte, ki so končale svojo rodno obdobje. Pri njem redov se giblje med 84,0 in 86,7 odstotka. Delež longitudinalni (kohortni) in transverzalni
10,0 odstotkov, delež četrtega reda in več pa je
uporabljamo popisne podatke. Težava pa je v
nizek in se giblje med 3,2 in 3,7 odstotka.
Navedeni statistični podatki kažejo, da je tem, da imajo kazalci bolj zgodovinsko kot
praktično vrednost, saj nam kažejo, kaj se je
prebivalstvo Slovenije v obdobju 1991-2023 dogajalo v kohorti, ki je že končala svoje rodno
rojstva in rojeva le dokler ne doseže števila obdobje. Tega načina tukaj ne bomo tipično maltuzijansko prebivalstvo, ki načrtuje
rojstev na družino oziroma partnersko skupnost, obravnavali.
ki je bilo načrtovano. Pri načrtovanju še zmeraj Praktično bolj uporaben je transverzalni
pride do odstopanj, vendar so ta majhna. način izračunavanja verjetnosti povečanja
Majhne spremembe v strukturi živorojenih po družine. V literaturi je na voljo več načinov
redu rojstev pa kažejo še, da se je v Sloveniji v izračunavanja takšnih verjetnosti. (Malačič,
zadnjih desetletjih ustalila in verjetno utrdila ne 2006, str. 97-100) Prvi način uporablja podatke
samo nizka norma števila živorojenih otrok na o zakonski rodnosti po redu rojstev in modelske
eno žensko, ampak norma, ki je le eden do dva porazdelitve rojstev reda i glede na trajanje
otroka na žensko. razmaka do reda i-1. Tudi tega načina tukaj ne
Trditev v zadnjem stavku prejšnjega bomo obravnavali. Namesto tega bomo v
naslednji točki prikazali izračun verjetnosti
odstavka lahko podkrepimo tudi s podatki povečanja družine na osnovi transverzalnih
zadnjega na terenu izpeljanega popisa
podatkov po redu rojstva za vsa rojstva.
prebivalstva leta 2002. Popis je zbral podatke o
številu žensk starih 15 in več let po tem, ali je
ženska rodila ali ni rodila in po tem, koliko
otrok je rodila. Navedenega popisnega leta je 3 TABLICE RODNOSTI PO REDU
bilo v Sloveniji med 15 in več let starim ROJSTVA V SLOVENIJI V LETIH 2011 IN
ženskim prebivalstvom 26,5 odstotka žensk, ki 2021
niso ali še niso rodile. Deleži med njimi, ki so Za sestavo oziroma izračun tablic
rodile zaporedoma enega, dva, …., do 6 in več rodnosti po redu rojstva na osnovi letnih
živorojenih otrok pa so bili 19,5, 37,2, 11,1, 3,5, oziroma transverzalnih podatkov potrebujemo
1,3, in 1,1 odstotka. Iz teh podatkov izračunano podatke o številu živorojenih po redu rojstva za
povprečno število živorojenih otrok na eno izbrano leto, o srednji starosti matere ob rojstvu
žensko je bilo 1,55, kar je blizu stopnji totalne otroka i-tega reda ter podatke o specifičnih
(celotne) rodnosti v zadnjih letih. (SISTAT, stopnjah rodnosti po redu rojstva ri, ki jih
dostop 7. 9. 2024) izračunamo tako, da število rojstev i-tega reda
Podatki o številu živorojenih po redu delimo s številom žensk, ki se jim ti otroki lahko
rojstev nam omogočajo izračunati različne vrste rodijo. Če vzamemo za primer stopnjo rodnosti
stopenj rodnosti po redu rojstva. Med njimi so drugega reda, potem število rojstev drugega
še posebej zanimive stopnje, pri katerih reda delimo s številom žensk rodne starosti, ki
primerjamo število živorojenih danega reda so rodile enega otroka. Za rodno starost lahko
rojstva s številom žensk, ki lahko rodijo otroke vzamemo starostni razred 15-49 ali pa 15-44. V
našem primeru smo vzeli slednjega, ker Ko smo izračunali stopnje ri , lahko v
uporabljamo pri izračunu verjetnosti povečanja nadaljevanju izračunamo verjetnost povečanja
družine predpostavko, da ženske rojevajo do 45. družine po obrazcu, ki sta ga utemeljila Chiang,
leta. Dejansko število rojstev starejšim materam C.L. in van den Berg, B.J. (Chiang, C.L. and
od 45 let pa je zelo nizko. Na ta način smo van den Berg, B.J., 1982). Obrazec za verjetnost
stopnje ri izračunali po naslednjem obrazcu: ri = ai je: ai = (xw – xi) * ri / 1 + ((xw – xi+1) * ri). Pri
Ni/30Vf,i-1,15, pri čemer je i enak 1, 2, …, n+. V tem je xw enak 45,0, poševnica / je znak za
preteklosti smo lahko dobili podatke za deljenje, zvezdica * pa znak za množenje. Ko
imenovalec specifičnih stopenj rodnosti ri le za imamo na tak način vse potrebne podatke za
popisna leta. V Sloveniji, kjer imamo register sestavo tablic rodnosti po redu rojstva, jih
prebivalstva in registrsko statistiko, pa nam moramo še izračunati in zaključiti. Za stolpec 5
statistična baza SISTAT omogoča izračun tudi v tabeli 2 uporabimo izhodiščno (modelsko)
za druga leta za katera v bazi objavijo podatke. število 100.000 živih žensk, na katere
Med štirimi leti, za katera so na voljo podatki o apliciramo izračunane verjetnosti povečanja
ženskah starih 15 in več let po enoletnih in družine. Stolpec nam kaže število žensk brez
petletnih starostnih razredih po številu otrok, z najmanj enim otrokom in tako dalje.
živorojenih otrok (brez, z enim, z dvema Stolpec 6 dobimo kot razliko zaporednih
otrokoma itd.) smo za našo analizo izbrali leti vrednosti stolpca 5 deljeno s 100.000.
2011 in 2021.
Tabela 2: Tablice rodnosti na osnovi reda rojstev za Slovenijo za leti 2011 in 2021. Vir: Chiang, C.L.
and van den Berg, B.J., 1982; Malačič, J., 2006 in SISTAT, dostop 9. 9. 2024.
Red rojstva Srednja Specifične Verjetnost Število žensk Končna
starost ob stopnje povečanja z i in več razdelitev po
rojstvu rodnosti družine živorojenih redu (v %)
i xi ri ai li di/l0
1 2 3 4 5 6
Slovenija 2011
0 15,0 0,05527 0,87480 100.000 12,6
1 28,8 0,10785 0,70520 87.480 25,8
2 31,3 0,02211 0,24065 61.691 46,8
3 33,3 0,03203 0,28315 14.846 10,6
4+ 34,9 4.204 4,2
Slovenija 2021
0 15,0 0,04966 0,84419 100,000 15,6
1 29,6 0,11511 0,70360 84.419 25,0
2 31,8 0,02501 0,15589 59.397 44,2
3 33,4 0,03159 0,27914 15.199 11,0
4+ 35,1 4.243 4,2
V tabeli 2 smo prikazali tablice rodnosti dve tretjini družin z enim otrokom se odloči za
na osnovi reda rojstva za Slovenijo za leti 2011 drugega otroka. Naslednja verjetnost, da
in 2021. Najbolj zanimiv kazalec v tablicah je družina z dvema otrokoma dobi tretjega otroka,
verjetnost povečanja družine v četrtem stolpcu. pa drastično pade. V Sloveniji je še nadalje
Vrednosti tega kazalca sta dokaj visoki za padla med letoma 2011 in 2021. Leta 2021 se je
verjetnost, da družina brez otrok dobi prvega le 15,6% družin z dvema otrokoma odločilo še
otroka in da družina z enim otrokom dobi za tretjega otroka. Po podatkih SISTAT-a je bilo
drugega otroka. Vendar sta tudi ti dve vrednosti v Sloveniji v starostnem razredu žensk 50-54 let
med letoma 2011 in 2021 padli. Le malo več kot leta 2011 6,4 % in leta 2021 10,1 % žensk, ki
niso rodile. (SISTAT, dostop 9. 9. 2024) otrokom dobi drugega otroka. Hkrati pa nekaj
Razlika med tema podatkoma je presenetljivo večje verjetnosti povečanja družine za rojstva
velika in očitno precej niha med petletnimi višjih redov ne morejo kompenzirati tega
starostnimi razredi, ki so dokončali rojevanje in ključnega padca, ker je rojstev višjih redov v
rodno starost. razmerah prenizke rodnosti zelo malo. Vse to pa
je skupaj s trdno uveljavljeno normo rojevanja
Za primerjavo z zgornjima dvema le enega do dveh otrok v povprečju na družino
letoma navedimo, da so bile vrednosti v Sloveniji zelo slaba popotnica za učinkovitost
verjetnosti povečanja družine, prav tako
izračunane po prikazani metodologiji, za normo na povprečno dva do tri otroke na prebivalstvene politike, ki bi želela dvigniti
Slovenijo za leto 1961 v primeru zaporedja a0 družino. Vsi matematični demografski modeli
,a1 , … , a5 naslednje 0,93142, 0,80099, kažejo, da samo slednja norma zagotavlja
0,57079, 0,46080, 0,466523 in 0,48388, za leto dolgoročno nemoteno obnavljanje prebivalstva.
1981 pa zaporedoma 0,93811, 0,81473,
0,30978, 0,25493, 0,28310 in 0,32492.
(Malačič, 2006, str. 99) Leta 1961 je bilo v
LITERATURA IN VIRI
Sloveniji 28.955 in leta 1981 29.220
živorojenih. (SL-2013, str. 77-78) To število 1. Chiang, C.L. and van den Berg, B.J.
vpliva na velikost ri in tudi na dolžino vrste, ki (1982) Fertility Table fort he
smo jo lahko izračunali. Vrednosti ai so bile v Analysis of Human Reproduction.
obeh letih občutno večje kot tiste v tabeli 2, Mathematical Biosciences, 62.
čeprav so se tudi že v teh dveh letih znižale. Leta 2. Feichtinger, G. and Lutz, W. (1983)
1961 so bile še deloma pod vplivom končevanja Eine Fruchtbarkeitstafel auf
demografskega prehoda. Paritatsbasis. Zeitschrift fur
Bevolkerungswissenschaft, Jg. 9,
3/1983. Boldt Verlag Boppard.
4 SKLEP 3. Malačič, J. (2000) Demografija.
Teorija, analiza, metode in modeli,
Podatki o rodnosti po redu rojstva ter na
njihovi osnovi izračunane tablice rodnosti po Ljubljana. 4. izdaja, Ekonomska fakulteta, redu rojstva in še posebej verjetnosti povečanja
4. Malačič, J. (2006) Demografija.
družine za Slovenijo, ki so prikazani in
Teorija, analiza, metode in modeli,
analizirani v tem besedilu se praviloma
nanašajo na posamezna izbrana leta in so po 6. izdaja, Ekonomska fakulteta,
Ljubljana.
naravi transverzalni. Raziskovalci smo jih 5. Statistični letopis Republike največkrat prisiljeni uporabljati zaradi tega, ker
Slovenije (2013), SURS, Ljubljana.
tako kohortni oziroma longitudinalni pa tudi
6. SISTAT (2024) Statistični urad
transverzalni podatki za mnoga druga leta niso
Republike Slovenije, Ljubljana.
na voljo. Pogosto si pomagamo tudi z ocenami
in približki pa tudi s posebnimi metodami
analize za nepopolne in specifične podatke.
Ne glede na vse to, pa je naša analiza v
tem besedilu pokazala presenetljivo enotno in
dosledno sliko na področju, ki smo ga
analizirali. V razmerah prenizke rodnosti
prevladujejo rojstva nizkih redov rojstva. To sta
največkrat prva dva reda rojstva. Verjetnost
povečanja družine, ki kaže, koliko družin z
dvema otrokoma se odloči za rojstvo tretjega
otroka se po vseh naših tablicah drastično zniža
v primerjavi z verjetnostjo, da družina z enim
The aggregate loss of GDP resulting from premature
mortality: a methodological approach based on GDP
decomposition at occupational level
Tjaša Redek† Petra Došenović Daša Farčnik Tanja Istenič
School of Economics and Bonča School of Economics and School of Economics and
Business Business Business School of Economics and
University of Ljubljana University of Ljubljana University of Ljubljana Business
Slovenia Slovenia Slovenia University of Ljubljana
tjasa.redek@ef.uni-lj.si @ef.uni-lj.si Slovenia dasa.farcnik tanja.istenic@ef.uni-lj.si
petra.d.bonca@ef.uni-lj.si
Abstract only represents a personal and family loss, but also a significant Premature death (dying before the age of 65) represents not
This paper proposes a novel method for estimating the economic loss of human capital and consequently a loss of productivity and
burden of premature mortality in the working population. The GDP, amounting to the cumulative loss of value added reflecting
method is based on GDP (value added) decomposition at the the burden of premature mortality. The economic burden of
occupational level. The approach estimates the loss of value premature mortality can be estimated at the microeconomic or
integrating data on employed individuals, causes of death, and Health economics assesses the economic costs of disease company balance sheets, the results provide a decomposition of using different methods [2]. At the macroeconomic (societal) GDP losses by occupational groups. The results show significant level, the losses are both market losses (non-health consumption) differences in the value added lost between occupational groups, and economic welfare losses (which consider not only the market, with professionals and technicians contributing the most to the productivity of individuals in different occupations. By approach to estimate the economic burden of premature mortality at the macroeconomic level. added due to premature deaths in Slovenia by considering the macroeconomic level [2]. This paper proposes an alternative
but also non-market losses). While market losses are usually
total loss. This approach provides an alternative estimate of estimated using general or partial equilibrium models (both
economic losses compared to traditional methods by taking into simulation and regression based), the economic welfare losses
account the contribution of each occupational group to GDP. are estimated using full-income models. The WHO [2]
However, the study also acknowledges limitations, such as systematically summarizes the approaches proposed and used in
uncertainties regarding future retirement ages and a relatively the literature to estimate the macroeconomic consequences of
small sample size for certain occupations. This methodology diseases.
provides valuable insights for policymakers about the The Cost of Illness (CoI) approach focuses on estimating the
importance of addressing the economic burden of premature total economic burden of a particular disease by combining both
mortality in the labour force. direct and indirect costs [3], [4], [5]. Direct costs include medical
expenses, treatment, and travel costs, while indirect costs
Keywords consider the loss of productivity due to illness, absenteeism, or
Premature mortality, productivity loss, economic burden, value premature death. This method quantifies the overall economic
added decomposition, occupational level burden of a disease on society, often expressed as a percentage of GDP. Despite its usefulness in providing a broad estimate of
the financial burden, the CoI approach has limitations. It tends to
1 Introduction on medical expenditures and labor productivity losses, without oversimplify the broader economic effects by focusing primarily
Between 2009 and 2022, an average of just over one fully capturing long-term effects such as capital depletion or
thousand people of working-age died in Slovenia, which changes in labor supply. In addition, non-market impacts may
corresponds to around 0.11 % of the 900 thousand people in not be considered [2].
employment on average. During this period, the average age of Regression-based models estimate the impact of health
death was 49.4 years and the individuals retired at an average age indicators, such as life expectancy or mortality, on economic
of 59 years [1]. Not reaching the average retirement age means output, usually GDP. The method uses econometric models to
that each individual lost an average of 8 working years. identify statistical relationships between health and economic
†Corresponding author outcomes, relying on historical or cross-country panel data. The
Permission to make digital or hard copies of part or all of this work for personal or main advantage of regression models is their simplicity and
classroom use is granted without fee provided that copies are not made or relatively low data requirements. However, endogeneity issues—
distributed for profit or commercial advantage and that copies bear this notice and when health and income influence each other—can affect the
the full citation on the first page. Copyrights for third-party components of this results, and the models are sensitive to the specification of the
work must be honored. For all other uses, contact the owner/author(s). production function [2].
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Calibration models combine micro-level estimates of health
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.dem.14 impacts on income with macro-level data, such as GDP,
demographic data, and labour force statistics, to simulate how
health changes affect national economic output. The calibration without a constant to allocate aggregate variable values (e.g.,
approach allows for the decomposition of health impacts across household consumption) to individuals. Similarly, we regress
different countries or regions, providing flexibility in scenarios firm’s value added on the share of broad occupational groups.
where data is limited. However, the calibration models are The beta coefficients are provided in the appendix (Table A1).
effects is more challenging to capture accurately. each occupational group according to the following formula: The full-income model approach primarily sensitive to mortality impacts, while morbidity (illness) The beta coefficients are then used to calculate the weights for
goes beyond traditional
of lost production and the value of lives lost to illness. It uses 𝛽 𝑖 ∙ ∑ 𝑥𝑖 market-based valuations by estimating both the monetary value techniques such as the Value of Statistical Life (VSL) or 𝑤𝑒𝑖𝑔ℎ𝑡𝑖 = 10 ∑ 𝑖 𝛽𝑖 ∙ ∑ 𝑥𝑖
Willingness to Pay (WTP) to quantify social welfare losses [6],
[7]. Although full-income models capture the broader societal Where 𝑖 represents each occupational group i∈(1,10), 𝛽 is the
costs of illness, including non-market impacts, they involve calculated regression coefficient for each occupational group,
contentious assumptions, such as discount rates and VSL, which and 𝑥 is the number of employees in each occupational group.
can lead to extreme or difficult-to-interpret results [2]. The added value per employee (VAEreal,i) according to the
We extend existing methods by building on the occupational profile is calculated using the following formula, National
Transfer Accounts (NTA) approach to the decomposition of where TOT_ VAEreal,i is the total real value added of the
value added company: [8], which measures the economic impact of
premature death by assessing the reduction in GDP, that is, by
estimating the loss of productivity. This implies calculating the VAE real,𝑖 = TOT_ VAE𝑟𝑒𝑎𝑙 ∗ 𝑤𝑒𝑖𝑔ℎ𝑡𝑖
contribution that individuals would have made to GDP is
calculated, based on their specific sector and productivity level. In the next step, we calculate the number and average age of
This productivity loss is then multiplied by the number of years individuals by occupational groups who died prematurely. Based
the individual would have continued to work. The total losses are on the actual retirement age during the observed period (on
[9]. calculated (by subtracting the retirement age and the age of death by occupational group) and multiplied by the estimated value then aggregated to determine the overall impact on the economy average only 59 years), the number of lost productive years was
added of each occupational profile (VAEreal,i). By summing the
2 Methodology and data economic burden of premature mortality. lost value added due to lost productive years we estimate the
The methodology builds on the production loss approach due The analysis was prepared using micro-data from registries
to premature mortality and the resulting loss of GDP. However, covering the period between 2009 and 2022 [1]. The database
instead of estimating productivity loss using (sectoral) averages, integrates several different population data sources: (1) the
we recognise that the actual productivity of firms is highly Statistical registry of active population database from 2009 to
dependent on their human capital structure, which is the core of 2022, which contains annual data on 838,000 to 998,000
their intangible capital [10]. Intangible capital generates a large individuals, with data on age, occupation, and employment
part of the value added in a knowledge-based economy [11], [12]. sector; (2) cause-of-death data for the period 2009 to 2022, which
Therefore, we assess the loss of value added by assessing the contains the 4-digit code of the cause of death and death date; (3)
contribution of individuals through their occupation, which more company balance sheet data for again for 2009 to 2022. The
accurately captures the actual loss of value added due to merged database of employed individuals and companies was
premature death. used for the decomposition of value added by occupational group,
The methodological analysis is based on several steps and while the data on the number of deaths was used to estimate the
originates from the production function of a company, focusing loss of value added. Due to a small number of observations,
on the contribution of the individual occupations or occupational military occupations were excluded.
groups to value creation. First, the employees were categorized
into ten broad occupational groups according to the Standard
Classification of Occupations, which aligns with the 3 Results International Classification of Occupations. These broad
occupational groups are: (0) military professions, (1) legislators, in employment in Slovenia, averaging around 900,000 annually The analysis is based on a population of 12.7 million people
senior officials, managers, (2) professionals, (3) technicians and
people, (6) agricultural, forestry, fishery, and hunting representing 0.11% of all observed individuals [1]. occupations, (7) non-industrial labor, (8) machine operators, Table 1 presents the data on the cumulative number of industrial producers and assemblers, (9) elementary occupations. premature deaths among the employed population in Slovenia associate professionals, (4) clerks, (5) service workers, sales individuals from this group died, about 1,000 per year, from 2009 to 2022. During this period, approximately 14,000
Analyses show that the contributions of different occupational
sensible to account for the actual structure of employees and their some differences among occupational groups. For example, real contribution when calculating the loss of added value. managers and professionals retired at an older age, whereas the The productivity of employees, measured by value added per employees in elementary occupations retired younger. groups to value added vary [10], [13], [14], [15], making it age of 49.4. Individuals generally retired at 59 years, but with between 2009 and 2022. On average, the individuals died at the
employee, is calculated by decomposing real value added at The loss of productive years, calculated as the difference
company level for the period between 2009 and 2022 to the level between the average age at retirement and the average age at
of different occupations. The decomposition of value added death, was highest in the group of professionals, who lost an
follows the NTA methodology [8], which uses regression average of 9 years, and was lowest among skilled agricultural,
fishery and forestry workers, where the average loss was only 1 0,0 5,0 10,0 15,0 20,0 25,0 year.
Occupational decomposition of aggregate value added at 1 Managers
firm level allowed us to estimate the average contribution of each 2 Professionals
occupation group to the value added, considering also their 3 Technicians and Associate relative size. Using these estimates, and the data on the average Professionals
number of premature deaths, average age at death and average 4 Clerical Support Workers
retirement age by occupational groups, the estimated loss of 5 Service and Sales Workers
productive years was calculated (Table 1). 6 Skilled Agricultural, Forestry and
Fishery Workers
7 Craft and Related Trades Workers
Table 1: The number of employed individuals’ premature
deaths, average age at death and retirement, loss of 8 Plant and Machine Operators, and
Assemblers
productive years of life, 2009-2022 9 Elementary Occupations
Number Average Average Loss of % of total value lost
age at age at productive
of deaths death retirement years of life Figure 2: The contribution of occupations to total value
0 Armed Forces
71 44.2 55.8 11.6 added lost (in % of all value added lost)
Occupations
1 Managers 698 53.4 61.2 7.8
2 Professionals 1,678 52.3 61.3 9.0
3Technicians and 4 Discussion and conclusion
Associate 1,828 51.2 59.2 8.0 This study offers a novel approach to estimating the
Professionals economic burden of premature mortality in Slovenia by focusing
4 Clerical Support
Workers 966 50.2 58.3 8.1 on the loss of added value and consequently the potential loss of
5 Service and GDP. In contrast to traditional approaches that might rely on
Sales Workers aggregate data or income loss models, this study employs a more 1,476 49.8 57.9 8.1
6 Skilled detailed decomposition method based on the added value
Agricultural, generated by companies, the occupational structure, and the 836 57.1 58.2 1.0 Forestry, Fishery premature mortality rates. This approach allows for a more Workers precise estimate of the economic burden by considering the 7 Craft and specific contributions to value added of the different Related Trades 2,573 49.9 58.7 8.8 occupational groups, which differ significantly in their Workers productivity and value added in the economy. 8 Plant, Machine
Operators, 1,571 50.0 58.0 8.0 One of the key strengths of this methodology is the use of
Assemblers microdata, which provides a detailed overview of the economic
9 Elementary burden of premature mortality at the level of individual 1,562 49.8 57.8 8.0 Occupations occupational groups. By using data from multiple sources, Total 13,259 49.4 59.0 9.6 including the Statistical registry of the active workforce, Data: [1], own calculations. mortality data, and company financial statements, the study
The occupational group of professionals contributed the most as it acknowledges the differential impact of premature deaths achieves a high level of specificity. This level of detail is crucial,
to the total number of lost productive years (28%), as the number across different sectors and occupations, which is often
of premature deaths was highest in this occupational group. This overlooked in broader, less nuanced analyses.
was followed by technicians and associate professionals, for However, the study also has limitations that need to be
whom the average number of years lost was also high and the considered. One important limitation is the inability to accurately
relative group size was even larger. This group contributed about predict future retirement ages, especially given the trend towards
one fifth of years lost. increasing retirement ages in Slovenia and elsewhere. This
Figure 1 presents data on the contribution of each introduces a potential underestimation of economic loss, as
occupational group to the total value added lost due to premature individuals might work longer in the future than currently
thetotal value added lost. Followed by technicians and plant and size of premature deaths within certain occupational groups may affect the robustness of the results, and the lack of control for deaths. Professionals contributed the most, around a fifth of assumed in the model. In addition, the relatively small sample
machine operators. other risk factors may also bias the results. This also means that
the actual numbers could be larger. Furthermore, while the study
introduces an alternative methodology, the approach could
benefit from further refinement, particularly in the
decomposition method, which would take greater account of
worker heterogeneity.
While the proposed methodology provides a detailed and
occupation-specific approach to assessing the economic burden
of premature death, its applicability may be limited by certain [6] L. A. Robinson and J. K. Hammitt, “Valuing Reductions
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Acknowledgments https://www.un.org/en/development/desa/publications/m
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Mitigating Adverse Health Effects of Chronic Illnesses on
Work Outcomes: A Conceptual Framework
Petra Došenović Mojca Bavdaž Nina Ponikvar Tjaša Redek
Bonča† School of Economics and School of Economics and School of Economics and
School of Economics and Business Business Business
Business University of Ljubljana University of Ljubljana University of Ljubljana
University of Ljubljana Slovenia Slovenia Slovenia
Slovenia mojca.bavdaz@ef.uni-lj.si nina.ponikvar@ef.uni-lj.si tjasa.redek@ef.uni-lj.si
petra.d.bonca@ef.uni-lj.si
Abstract
The paper offers a comprehensive framework for linking health
outcomes and their determinants to work outcomes through
understanding how health, workplace and institutional
environment affect work outcomes. Its goal is to identify the
complex determinants of work ability and both favourable and
adverse work outcomes. Work ability is determined by health
and quality of life outcomes, which are influenced by both
modifiable and non-modifiable health factors as well as macro,
mezzo and micro-level incentives to improve health outcomes
including job demands, and workplace support. Work outcomes-
oriented improvement strategies also support work retention and
return to work. Figure 1: Mitigating adverse health effects of chronic
illnesses on work outcomes: a conceptual framework
Keywords
health determinants, health outcomes, work ability, work 2 Determinants of Health, Adverse Health and
outcomes, health and work outcomes-oriented improvement Work Ability Effects, and Work Outcomes
incentives
2.1 Determinants of Health
1 Health status is fundamentally determined by the conditions Introduction
in which we are born, grow, live, and age [1]. These conditions,
The ability to retain employment or achieve faster return to known as health determinants, factors, or drivers, operate at
work (RTW), particularly for individuals with chronic illnesses various levels and in different contexts. In examining health
or disabilities, is an increasingly important topic in an aging determinants, we follow the WHO [2] framework, distinguishing
society, requiring prolonged labour market participation. The between individual, socioeconomic, sociocultural, and
increasing prevalence of long-term health conditions, an aging environmental factors.
workforce, and fluctuating job demands have highlighted the Individual factors include personal attributes that impact
importance of maintaining work ability. health, such as attitudes, knowledge, genetics, etc. Knowledge
The goal of this paper is to develop a conceptual framework about healthy food choices, recommended physical activity
that shows the links between health determinants, health levels, and the correct interpretation of food labels also plays a
outcomes, work ability and work outcomes, and their interplay
with incentives aimed at improving work outcomes that are critical role [3]. This knowledge is often associated with health
essential for extending productive working lives. This literacy that is an independent factor of self-assessed health, and
framework is useful for designing research on how individuals, low health literacy contributes to health disparities [1], [4].
organizations and policy makers can improve long-term Attitudes can also positively or negatively influence health,
employability and productivity in the face of health challenges. as argued by the theory of reasoned action [5], showing that
attitudes and subjective norms predict behavioural intentions,
†Corresponding author. which, in turn, predict actual behaviours. The value individuals
place on health is pivotal; those who prioritize health are more
Permission to make digital or hard copies of part or all of this work for personal or likely to make it a priority over other demands, such as time,
classroom use is granted without fee provided that copies are not made or distributed money, and competing life priorities [3], [6], [7]. for profit or commercial advantage and that copies bear this notice and the full
citation on the first page. Copyrights for third-party components of this work must Genetics is another key individual factor affecting health.
be honored. For all other uses, contact the owner/author(s). Family history is recognized as one of the strongest risk factors
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia for common diseases, including cancer, cardiovascular disease,
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.dem.15 diabetes, autoimmune disorders, and psychiatric illnesses [8].
Social factors are sociocultural and socioeconomic. 2.2 Modifiable and Non-modifiable Risk Factors
risky behaviours. Peer influence operates similarly; social and religion (sociocultural), employment, education, income (socioeconomic) and geographic location and related access to support and integration are highly protective against mortality, health services (environmental). Some factors are more easily with their impact on health comparable to or exceeding that of changed than others. Also, the degree to which a person is able traditional behavioural risk factors such as smoking, high alcohol to change them varies from person to person [3]. Non-modifiable consumption, lack of exercise, and obesity. Traditional and health determinants include genetics (individual), and family, social media is increasingly recognized as a commercial media and culture (sociocultural). While you can’t change these determinant of health [9], influencing health through public factors, it’s important to be aware of them. relations, advertising, and economic pressures [10]. The degree of control individuals can exert over their health Socioeconomic factors include employment, education, and choices related to religion, friendships, and media exposure, which of the above explained health determinants are in or out of an individual’s control. Modifiable factors can be changed and particularly in childhood. Family also plays a crucial role in controlled to a certain extent, such as skills (individual), peers shaping attitudes towards health and decisions on protective and pressure, media, religion, and culture. Family heavily influences To improve health outcomes, it is crucial to understand Sociocultural factors include influences from family, peer
income. Employment status and occupation significantly impact varies across our lifespan [3]. Control increases until adulthood and decreases in older adulthood. The changing influence of health by influencing living and working conditions, levels of determinants through life stages varies from person to person physical activity, and stress [3]. People at work may face hazards [19]. Further, modifiable factors often require support, such as owing to chemicals, biological agents, physical factors, adverse access to healthcare or financial resources, to be effectively ergonomic conditions, allergens, safety risks, and psychosocial managed. When individuals lack such support, the potential to factors. More than 100 occupational diseases are classified [11]. modify their health outcomes diminishes, contributing to the Working conditions are linked to an increased risk of developing feeling of powerlessness in improving their health [20]. work-related illness [12] and depressive disorders [13]. New
psychosocial and physical stressors contribute to health
disparities. Evidence suggests that better job quality provides 2.3 Health Outcomes-oriented Improvement
protective effects against musculoskeletal disorders, mental
health issues, and general health problems [14], and enhances Incentives
labour productivity, notably when employees are healthy [15]. The term “morbidity” is commonly used to describe the
Income is also strongly associated with health outcomes [16]. burden of suffering, in terms of impairment or disability, caused
Low income can restrict access to health services, whereas higher by an illness or health condition. Addressing chronic illness
income allows for better living conditions and access to morbidity aims at the best achievable state of health that
healthcare. Higher income often sets expectations for subsequent encompasses all dimensions of physical, mental, and social well-
generations regarding education, employment, and income being [21].
although positive association between income and health may Strategies designed to help individuals live well should
flatten or even reverse at the highest income levels [17]. include a broad array of activities targeting primary, secondary,
Environmental factors encompass both geographical and tertiary prevention for all persons, with or without a chronic
location and access to health services and technology. Natural illness. Accordingly, public health mechanisms aimed at
and built environments play significant roles in health, with some preventing undesired health outcomes (primary prevention such
environmental characteristics contributing to chronic diseases as vaccination, tobacco cessation, physical activity promotion,
[3]. A review of 133 diseases by Prüss-Ustün [18] established healthful eating, injury prevention) can also help people with a
that nearly a quarter of the global disease burden could be chronic illness or disability to live more healthfully. Health
prevented by reducing environmental risks. monitoring using real-time data plays a significant role in
Individual, social, and environmental factors interact in influencing health outcomes, by enabling early detection of
influencing health outcomes. Education—a key socioeconomic health conditions, facilitating continuous management of chronic
factor—directly influences individual factors like knowledge and diseases, and improving overall patient care [22].
skills. Additionally, a person’s environment is often shaped by Health and long-term care mechanisms that prevent or delay
their employment and income, which are linked to the number of complications, build coping skills, improve function, or alleviate
hours spent at work. In some cases, the living environment can pain and suffering may serve a dual purpose: (i) reducing the
restrict educational and employment opportunities, further magnitude of illness burden over an individual’s remaining years
impacting health. People living in rural or remote areas are more of life; (ii) reducing and/or delaying the development of
likely to experience poorer health outcomes, due to limited additional complications or comorbidities in a way that serves to
access to health services and education and employment compress the period of morbidity until later in life [21]. Further,
opportunities. Sociocultural factors also play a significant role; occupational health services improve health outcomes of the
for instance, not speaking the native language can hinder active population. Progress in the field of occupational and
educational success and makes it more challenging to navigate environmental medicine has led to a better understanding of the
the healthcare system. This interconnectedness underscores the most efficient strategies for recognizing a wide variety of work-
importance of considering the combined effects of individual, related ailments [23]. social, and environmental factors in shaping health outcomes [3].
2.4 Impact of Health Outcomes on Functional addressing both organisational factors and individual health
Independence and Work Ability needs, RTW programs can prevent adverse work outcomes such as long-term absenteeism, presentism, unemployment and
All above-mentioned incentives are aimed at improving disability retirement [28], [29], [33], [36]. They can also mitigate
adverse health outcomes and thereby maintaining functional short-term adverse effects of chronic illnesses such as frequent
independence and, consequently, work ability. Functional shorter sick leaves and presenteeism [26].
independence can be viewed narrowly as the ability to perform While employer organisations and their support of
basic activities of daily living (eating, dressing, hygiene, occupational health programs play an important role in
transferring) [24]; or more broadly as the ability to perform improving work outcomes, other factors also mitigate adverse
instrumental activities of daily living (performing chores, effect of reduced work ability on work outcomes. Flexibility is
managing finances, taking medication, using transportation) [25] not important just in employer organizations, but also on the
that enable an independent life. Research shows that functional labour market at large, which involves labour code, industrial
independence has a strong impact on work outcomes [26], [27]. relations and active labour market policies (ALMPs) that include
Functional independence is strongly linked to an individual’s various measures, from training to job search assistance,
work ability defined as a holistic concept encompassing both subsidies, supported employment opportunities and programs to
personal health and the work environment’s role in enabling or support entrepreneurial activities. Such measures enable
hindering an individual's ability to work [28]. The concept refers occupational horizontal and vertical mobility [39], [40]. Other
to an individual’s capacity to remain employed and perform national employment policies, besides ALMP, may be important
work-related activities, especially in the context of chronic to facilitate (via regulation) and promote inclusive workplace
diseases, aging, or disabilities [29]. practices and ensure that individuals are not excluded from job
Work ability is influenced by a range of factors including opportunities [41]. Lastly, passive supports as well as social
health status, workplace accommodations, and social support security at large are relevant. Social security systems, including
systems [30]. Physical health (mobility, endurance) and mental sick leave policies and disability insurance, provide essential
well-being (cognitive functioning, emotional resilience) are the financial support to individuals who are temporarily or
most important factors to maintain work ability [31]. In addition, permanently unable to work due to illness [41]. job demands, its physical and psychosocial (cognitive,
emotional) demands, significantly influence an individual’s
ability to work effectively and productivity [32]. Workplace 3 Conclusion
factors (organisational support, ergonomics, flexibility) play a The paper proposes a conceptual framework that shows
crucial role in enhancing or diminishing work ability, especially complex links between health determinants, health outcomes,
for those with chronic conditions or disabilities [33]. Social and work ability and work outcomes and their interplay with various
occupational factors (age, training opportunities, work-life incentives aimed at improving both health and work outcomes.
balance) also impact work ability [34]. It highlights the significance of modifiable and non-modifiable
health factors that influence adverse health effects of chronic
2.5 Work Outcomes and Work Outcomes- illnesses and the resulting functional independence, work ability
and work outcomes. It emphasises the role of supportive work
oriented Improvement Incentives environments, health-oriented policies, and mechanisms that
Work ability has a notable impact on work outcomes. If facilitate retention and RTW. The research highlights that
chronic illnesses result in an individual’s prolonged sickness improving work outcomes requires a complex approach
absenteeism, unemployment or work inactivity, work retention involving individual, social, and environmental interventions, as
and RTW are favourable work outcomes. RTW refers to the well as policies that promote inclusive employment practices.
process of reintegrating employees back into the workplace after This framework serves as a valuable tool for understanding how
an absence due to illness or injury. Besides work ability, RTW health and workplace factors interplay to improve long-term
also depends on several patient’s pull and push factors, from employability, particularly in aging populations or individuals
meaningfulness of work to being offered an adjusted work with chronic conditions. It can serve as a foundation for future
environment [35]. Successful RTW initiatives focus on assessing empirical research, literature review and policy preparation.
and improving work ability, ensuring that the work environment
and job demands align with the employee’s current health status. Acknowledgments
RTW outcomes are enhanced by flexible work arrangements,
gradual reintegration programs, and workplace accommodations This work was partially co-financed by the following projects:
that mitigate the impact of health conditions [36], [37]. By P5-0096, P5-0128, P5-0441, P5-0117, J5-4575, J5-4540.
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Ko tempo sestavina v stopnji celotne rodnosti izzveni
When tempo component in the total fertility rate fades
away
Jože Sambt
Katedra za matematiko, statistiko
in operacijske raziskave
Univerza v Ljubljani,
Ekonomska fakulteta
Ljubljana, Slovenija
joze.sambt@ef.uni-lj.si
Povzetek Ključne besede
Sredi 1980-ih let je začela povprečna starost matere ob rojstvu Rodnost, demografija, stopnja celotne rodnosti, obnavljanje
otroka hitro naraščati. To znižuje stopnjo celotne rodnosti, ki prebivalstva, Slovenija
kaže, koliko otrok bi rodila ena ženska, če bi dočakala konec
svoje rodne dobe in bi bila rodnost v posameznem njenem letu Abstract
starosti takšna, kot je v izbranem letu pri drugih ženskah v In the mid-1980s, the average age of mothers at childbirth began
posamezni starosti rodne dobe. Stopnja celotne rodnosti v takih to rise rapidly. This lowers the “total fertility rate” indicator,
razmerah sicer ustrezno odraža raven rodnosti v izbranem letu, which shows how many children a woman would have if she
vendar pa ne kaže ustrezno preferenc ljudi o številu otrok reached the end of her reproductive age and if fertility in each of
(omejenih s stvarnostjo). Število otrok, ki jih bodo ženske imele her years of age was the same as in the selected year for other
tekom svoje rodne dobe oziroma življenja, je v takih razmerah women of the same age. The total fertility rate in such
višje, le da ljudje odložijo rodnost v višjo starost in jih stopnja circumstances appropriately reflects the level of fertility in the
celotne rodnosti v tekočem letu ne zajame. V članku izračunamo selected year but does not show people’s preferences for the
prilagojeno stopnjo celotne rodnosti s pomočjo number of children, which are higher, only that people postpone
Bongaarts-Feeney metode in jo na ta način očistimo tempo childbirth to an older age, and the total fertility rate in the current
učinka (angl. tempo effect), da vidimo ločeno učinek ravni (angl. year does not capture them. In the article, we calculate the
quantum effect). Izkaže se, da tudi v letih okrog leta 2023, ko je adjusted total fertility rate using the Bongaarts-Feeney method
bila stopnja celotne rodnosti zgolj okrog 1,2, prilagojena stopnja by removing the ‘tempo effect’ from the total fertility rate to see
celotne rodnosti praktično ni upadla pod raven 1,6 otroka na the separate level effect (‘quantum effect’). It turns out that even
žensko. V zadnjih petih letih pa se je naraščanje povprečne in the years around 2023, when the total fertility rate was only
starosti mater ob rojstvu otroka povsem ustalilo na vrednosti 31,1 around 1.2, the adjusted total fertility rate practically did not fall
leta [1]. To pomeni, da negativnega »tempo« učinka na stopnjo below the level of 1.6 children per woman. In the last five years,
celotne rodnosti ni več, temveč je samo še »quantum« učinek. however, the increase in the average age of mothers at childbirth
Ker je stopnja celotne rodnosti (in s tem hkrati tudi prilagojena has completely stabilized at 31.1 years [1]. This means that the
stopnja celotne rodnosti) upadla z 1,64 v letu 2021 na 1,55 v letu negative “tempo” effect on the total fertility rate is no longer
2022 in nadalje na zgolj 1,51 v letu 2023, to pomeni najnižjo present, but only the “quantum” effect remains. Since the total
rodnost v zgodovini Slovenije, kar se tiče števila otrok, ki jih fertility rate (and thus also the adjusted total fertility rate) fell
ljudje imajo v svojem življenju. Samo upamo lahko, da se from 1.64 in 2021 to 1.55 in 2022 and further to only 1.51 in
rodnost ne bo na tej nizki ravni ustalila ali da bi se celo nadaljeval 2023, this means the lowest fertility in the history of Slovenia in
omenjeni trend upadanja iz zadnjih treh let. terms of the number of children people have in their lifetime. We
can only hope that fertility will not stabilize at this low level or
that the mentioned declining trend of the recent three years will
not even continue.
Permission to make digital or hard copies of part or all of this work for personal or Keywords classroom use is granted without fee provided that copies are not made or distributed
for profit or commercial advantage and that copies bear this notice and the full Fertility, demography, total fertility rate, population
citation on the first page. Copyrights for third-party components of this work must replacement, Slovenia be honored. For all other uses, contact the owner/author(s).
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.dem.16
1 prebivalstva ali ne, so starostno specifične stopnje rodnosti. Uvod
Enačba je praktično enaka kot enačba (2), le da izračunamo
Leta 1998 sta Bongaarts in Feeney [2] objavila članek, v katerem
stopnjo rodnosti posebej za vsako starost med 15. in 49. letom
sta želela ponuditi splošno sprejeto metodo za izločanje tempo
starosti:
učinka iz kazalnika stopnje celotne rodnosti. Pred tem so se že
pol stoletja demografi zavedali, da je stopnja celotne rodnosti kot 𝑁𝑥 𝑓 ustaljen demografski kazalnik popačena, če se starost žensk ob 𝑥 = ⬚ ⬚ ∙ 1000 , (3) 𝑉 ⬚ 𝑓,𝑥 porodu spreminja, vendar so čakali na ustrezno metodo za
izločitev tega dejavnika. Te vrednosti so zanimive same po sebi, saj kažejo, 1) koliko
Da bi lahko raven rodnosti primerjali med državami in skozi posamezni starostni razredi žensk prispevajo k reprodukciji
čas, je potrebno oblikovati ustrezen kazalnik. Primerjava prebivalstva, 2) so osnova za izračun tablic rodnosti, saj približno
absolutnega števila živorojenih med posameznimi državami in v izražajo verjetnost rojstva otroka v odvisnosti od starosti žensk
času ne bi imela smisla, saj je število živorojenih močno odvisno in 3) iz njih lahko izračunamo stopnjo celotne rodnosti, kar bomo
od števila prebivalcev. Če delimo število živorojenih s številom izvedli v nadaljevanju. prebivalcev, dobimo splošno stopnjo natalitete:
n 𝑁 = ∗ 1000 , (1) 2 Stopnja celotne rodnosti
𝑃
Stopnjo celotne rodnosti izračunamo kot vsoto vseh 35
pri čemer je N število živorojenih v nekem obdobju (po starostno specifičnih stopenj rodnosti:
navadi v enem letu), P pa je število prebivalcev v sredini tega
obdobja (ali povprečje v tem obdobju). Problem tega kazalnika ∑ 𝑓 𝑥 𝑇 𝑓 = , (4) 1000 je dvojen.
nima smisla, ker je pod vplivom različne starostne strukture dveh Prvič, primerjava tega kazalnika med različnimi državami pri čemer Tf označuje stopnjo celotne rodnosti, fx pa označuje starostno specifične stopnje rodnosti (pri čemer x predstavlja prebivalstev. To je še posebej problematično, če primerjamo vrednosti od 15. do 49. leta starosti), ki kažejo raven rodnosti v razvite in manj razvite države. Manj razvite države imajo mnogo posamezni starosti. Deljenje s konstanto 1000 povrne kazalnik v večji delež mladih oseb, starih npr. 3 leta, 7 let, 10 let itd. Ti osnovno obliko, ki kaže število otrok, medtem ko so vrednosti f x prebivalci znižujejo vrednost kazalnika n , čeprav ne morejo izražene na 1000 žensk – glej enačbo (3). vplivati na velikost števca (torej na število živorojenih, N ), saj Ideja torej je, da seštejemo stopnje rodnosti v posamezni starosti niso sposobni rojevati. Po drugi strani je v razvitih državah skozi celotno rodno dobo. To pomeni, da dobimo število otrok, mnogo večji delež starih oseb v starosti npr. 60 let, 70 let, 80 let ki bi jih rodila ena ženska v svoji rodni dobi, če bi imela v svoji itd. Tudi ti prebivalci niso sposobni rojevati, kar pomeni, da ne posamezni starosti takšno rodnost, kot so jo imele druge ženske morejo vplivati na velikost števca v enačbi (1), torej na število v posameznih starostih med 15. in 49. letom v analiziranem živorojenih. Se pravi, da neupravičeno znižujejo vrednost koledarskem letu. Hkrati je implicitno prisotna predpostavka, da kazalniku splošna stopnja natalitete ( n ) v razvitih državah z ta ženska dočaka konec rodne dobe – torej, da ne bo umrla do vidika ravni rodnosti, za katero ugotavljamo, ali je dovolj visoka konca svoje rodne dobe. Žensk, ki so že umrle v preteklosti, za obnavljanje prebivalstva ali ne. Drugič, konkretna vrednost namreč pri izračunu starostno specifičnih stopenj rodnosti v tega kazalnika sama po sebi ni zgovorna glede tega, ali dobljeni imenovalcu ne upoštevamo. rezultat predstavlja dovolj visoko ali nizko raven rodnosti, ki bo Kazalnik stopnja celotne rodnosti nam tako kaže število zagotavljala obnavljanje prebivalstva na dolgi rok ali ne. otrok, ki bi jih rodila ena ženska v svoji rodni dobi, če bi dočakala
konec rodne dobe in bi v njeni posamezni starosti vladale take
Naslednji kazalnik pri iskanju ustreznega kazalnika je
zakonitosti rojevanja, kot so veljale pri drugih ženskah v
stopnja celotne rodnosti:
posameznih starostih rodne dobe v koledarskem letu, za katero
𝑁 stopnjo celotne rodnosti računamo. Ta kazalnik je končno zelo
𝑓 = ∙ 1000, ⬚ ⬚ (2) 𝑉 zgovoren sam po sebi, ki ima tudi jasno mejo, ali se bo ob taki 35 𝑓,15
rodnosti (v odsotnosti selitev) število prebivalstva na dolgi rok
pri čemer je obnavljalo ali ne. Ta vrednost je za razvite države, kamor spada V f oznaka za število žensk, 15 je začetek
starostnega razreda, 35 pa širina starostnega razreda, ki je v tem tudi Slovenija, 2,1 otroka na žensko.
primeru celotna rodna doba. V števcu so torej namesto vseh Zakaj mora znašati rodnost nekoliko več kot 2 otroka na
prebivalcev tokrat samo ženske v starosti 15–49 let (tj. ženske v žensko, da bi se zagotavljala enostavna reprodukcija
rodni dobi). Gre torej za del prebivalstva, ki je v splošnem prebivalstva, kar pomeni, da bi se prebivalstvo na dolgi rok ravno
sposoben rojevati, kar pomeni, da lahko vpliva na velikost števca obnavljalo (ne pa naraščalo ali upadalo)? Če imamo pred očmi
(tj. na število živorojenih). Še vedno pa deloma ostane prisoten tipičen par moškega in ženske, ki ima dečka in deklico: zakaj ta
problem različne starostne strukture – tokrat starostne dva otroka nista dovolj za obnavljanje prebivalstva na dolgi rok?
porazdelitve žensk znotraj starostnega razreda 15–49 let. Ostane Fantek nadomesti očeta, deklica nadomesti mater in obnovitev
tudi problem (ne)zgovornosti samega kazalnika glede ravni prebivalstva za naslednji rod bi morala biti zagotovljena, a ne?
rodnosti, ali ta zagotavlja obnavljanje prebivalstva ali ne. Prvi razlog, da dva otroka nista dovolj, je to, da se med vsemi
Naslednji korak pri iskanju našega zgovornega kazalnika živorojenimi otroci rodi več fantkov kot deklic. Delež fantkov je
rodnosti, ki bi kazal, ali je rodnost dovolj visoka za obnavljanje okrog 51,5 %, medtem ko je delež deklic zgolj preostalih okrog
48,5 %. Ta deleža sta tako stabilna, da se razmerju med dečki in odčitamo, da so ženske, ki so bile v letu 2021 stare 50 let, tekom
deklicami ob rojstvu pravi celo demografska konstanta [3], str. svoje rodne dobe rodile v povprečju 1,77 otroka [6].
15. Ženska mora torej v povprečju roditi nekoliko več kot dva Če pa želimo čim bolj ažurne vrednosti, kaj se dogaja z
otroka, da v povprečju rodi eno deklico in s tem nadomesti samo rodnostjo, moramo namesto na »vzdolžni« kazalnik pristati na
sebe. »prečni« kazalnik, ki smo ga predstavili v enačbi (4). Problem pa
Drugi razlog, da stopnja celotne rodnosti 2,1 ni dovolj za nastane, če se ob tem povprečna starost mater spreminja. Kot
obnavljanje prebivalstva, pa je že prej omenjena umrljivost vidimo, je bilo temu v preteklosti dejansko tako. Slika 1
žensk, preden dočakajo konec rodne dobe. Čeprav bi ena ženska prikazuje, da se je povprečna starost matere ob rojstvu otroka od
rodila v povprečju eno deklico, to še ne bi bilo dovolj, saj ta leta 1984 do leta 2010 povišala s 25,3 let na 30,3 let. To pomeni,
deklica žal lahko umre v starosti npr. 0 let, 3 leta, 10 let itd., še da je naraščala približno 0,2 leta na leto.
preden se uspe reproducirati za naslednji rod. Večja kot je
umrljivost žensk pred koncem rodne dobe, večja mora biti 32
stopnja celotne rodnosti, da bo dovolj za obnavljanje roka 31 ot prebivalstva na dolgi rok. Zgolj iz podatkov o številu živorojenih vu 2010: 30,3 st in številu žensk v posamezni starosti tega ne moremo ugotoviti, 30
tistih žensk, ki so medtem že umrle. Ustrezen kazalnik, ki nam at →Vsako leto m 28 okrog 20 % manj t poda to informacijo, je število živih v začetku posamezne starosti rojstev aros saj podatki vsebujejo samo ženske, ki so še žive, ne vidimo pa ob roj Naraščanje v 29 e povprečju za 0,2 er leti na leto
( 27 lx ) iz tablic umrljivosti. Ta kazalnik prikazuje, kolikšen delež
st
žensk bi bil še živ v posamezni starosti, če bi bile tekom na
26
1984: 25,3
celotnega življenja žensk prisotne take razmere glede umrljivosti ovprečP 25
kot so bile prisotne v času oblikovanja tablic umrljivosti. Tablice 8 3 8 3 8 3 8 3 8 3 7 8 8 9 9 0 0 1 1 2 9 9 9 9 9 0 0 0 00 1
1 1 1 1 2 2 2 2 2
umrljivosti so namreč model, ki na (običajno) sto tisoč v danem Leto
trenutku živorojenih otrok s posameznimi kazalniki tablic Slika 1: Gibanje povprečne starosti matere ob rojstvu otroka
umrljivosti prikazujejo proces njihovega umiranja v odvisnosti v Sloveniji v obdobju 1978–2023. Vir: [5].
od starosti [3], str. 120. Najnovejše tablice umrljivosti za
Slovenijo kažejo, da bi ob razmerah iz leta 2022 več kot 99 % Iz tega sledi, da se je v tekočem letu realiziralo samo 80 %
žensk dočakalo starost 41 let [4], to je starost, v kateri je velika vseh rojstev, medtem ko so preostala rojstva preložena v
večina rodnosti pri ženskah že zaključena. V letu 2023 se je prihodnje koledarsko leto. Vendar pa z vidika »vzdolžne« oz.
namreč materam po tej starosti rodilo samo še 2,9 % vseh dokončne rodnosti, ki jo bomo lahko ugotavljali šele čez vrsto
živorojenih otrok [5]. Vidimo, da je umrljivost žensk v Sloveniji, let, to ne pomeni, da bo ženska imela v svoji celotni rodni dobi
zelo nizka in zato iz tega naslova ni treba, da bi bila vrednost število otrok na ravni 80 %, temveč na ravni 100 % – le da bo
stopnje celotne rodnosti višja od 2,1. V kaki afriški državi pa celo imela otroke v nekoliko višji starosti. Zaradi analize celotne
stopnja celotne rodnosti 2,3 ne bi bila dovolj, saj je umrljivost rodnosti na osnovi »prečne« analize in interpretaciji v smislu
žensk oz. deklic tam žal še vedno zelo visoka. »vzdolžne« analize torej močno podcenimo število otrok, ki jih
Stopnja celotne rodnosti naj bi torej v Sloveniji in drugih razvitih bo ženska imela v svoji rodni dobi.
državah kazala raven rodnosti in obnavljanje prebivalstva na
dolgi rok v odsotnosti selitev, pri čemer je potrebna vrednost za
obnavljanje prebivalstva 2,1 otroka na žensko. Za številne 3 (Tempo) prilagojena stopnja celotne rodnosti
demografske analize je to kljub vsemu povsem ustrezen Bongaarts-Feeneyeva metoda je preprosta in razumljiva metoda
demografski kazalnik, ki se odraža tudi v številu rojstev v za razmejitev učinka odlaganja rodnosti (»tempo« učinka) od
posameznem koledarskem letu, iz tako izražene rodnosti potem učinka ravni (»quantum« učinka). V tem našem primeru metoda
tudi izhaja starostna porazdelitev prebivalcev v prihodnje itd. postavi omenjenih 80 % kot novo osnovo, za večjo natančnost to
Problem pa nastane, če tako izračunano stopnjo celotne izvede ločeno po redih rojstva, hkrati pa za izločitev slučajnega
rodnosti razlagamo v smislu dokončne stopnje celotne rodnosti dejavnika uporabi drseče povprečje. Za podrobnejšo razlago glej
[3], str. 42 (angl. completed fertility), torej v smislu števila otrok, Bongaarts in Feeney [2].
jih bodo posamezne kohorte žensk rodile tekom svoje rodne dobe Na sliki 2 sta prikazani obe stopnji celotne rodnosti: običajna
oz. svojega življenja. stopnja celotne rodnosti in (tempo) prilagojeno stopnja celotne
Najbolj natančno sliko o tem, koliko otrok je posamezna rodnosti (angl. tempo adjusted total fertility rate), ki smo jo
kohorta žensk imela tekom svoje rodne dobe, dobimo, če kohorto izračunali na osnovi podatkov o številu žensk v posamezni
žensk spremljamo od začetka do konca njihove rodne dobe. Ta starosti in števila živorojenih otrok materam v posamezni
»vzdolžni« kazalnik rodnosti, ki ga, kot omenjeno, imenujemo starosti, ki so hkrati razčlenjeni po redu rojstva (1, 2, 3, in 4+).
dokončna stopnja celotne rodnosti, ima vsekakor svoje mesto v Pri tem smo uporabili podatke Statističnega urada RS (tudi
analizah, vendar pa je velika pomanjkljivost tega kazalnika interne podatke, saj vseh potrebnih podatkov na domači strani
njegova ažurnost. Čakati moramo namreč do 50. leta starosti Statistični urad RS več ne objavlja).
žensk neke kohorte, da lahko zaključimo, koliko otrok so te
ženske rodile v svoji rodni dobi. To pomeni, da ne bomo videli
neke ažurne slike rodnosti v državi, temveč bomo videli rodnost
za ženske, ki so se rodile pred 50 leti in so imele vrhunec svoje
rodne dobe pred približno 20 leti. Tako lahko npr. za Slovenijo
2,6 na samo 1,51 otroka. Ker je povprečna starost mater ob rojstvu
2,4 otroka že zadnjih pet let nespremenjena (31,1 let), to pomeni, da
2,2 gre za dejanski upad v ravni rodnosti (quantum učinek), kar se
2,0 tiče preferenc ljudi (skupaj z omejitvami glede njihove
žensko 1,8
na 1,6 realizacije). h
eni 1,4
1,2
ži 4 voroj 1,0 Diskusija
lo 0,8 Prilagojena stopnja celotne rodnosti
vi 0,6 V analizi smo ugotovili, da smo v zadnjih dveh letih (2022 Stopnja celotne rodnosti Šte 0,4 in 2023) priča najnižji rodnosti v zgodovini Slovenije z vidika
0,2 preferenc žensk in moških (skupaj z omejitvami glede njihove
0,0
8 2 6 0 4 8 2 6 0 4 8 2 6 0 4 8 2 realizacije) o številu otrok. Ta najnižja tempo prilagojena stopnja
5 6 6 7 7 7 8 8 9 9 9 0 0 1 1 1 2
9 9 9 9 9 9 9 9 9 9 9 0 0 0 0 0 0
1 1 1 1 1 1 1 1 1 1 1 2 2 2 2 2 2 celotne rodnosti ima nadalje še celo negativen trend, če si
Leto
dovolimo razmišljati o trendu na osnovi zgolj treh vrednosti
Slika 2: Gibanje stopnje celotne rodnosti in (tempo) (2021–2023). Upajmo, da sta vrednosti za leti 2022 in 2023 zgolj
prilagojene stopnje celotne rodnosti v Sloveniji v obdobju 1958– naključni nihljaj navzdol, ne pa raven, ki bi se v prihodnje
2023. Vir: [5] (različna leta); lastni izračuni. ohranjala ali da bi celo šlo za začetek trenda nadaljnjega
upadanja. V letih okrog leta 2003 so sicer bile vrednosti stopnje
Razlika med obema prikazanima stopnjama je začela vredno bolj celotne rodnosti bistveno nižje (zgolj okrog 1,2), ampak
naraščati od sredine 1980-ih let, ko je začela povprečna starost predvsem zaradi hitrega odlaganja rodnosti v višjo starost. Z
matere ob rojstvu otroka hitro naraščati (slika 1). Ko se je začela upoštevanjem tega popravka rodnost takrat praktično nikoli ni
rast upočasnjevati (med letoma 2005 in 2010), se je začela upadla pod raven 1,6 otroka. V zadnjih petih letih (2019 do 2023)
izračunana tempo prilagojena stopnja celotne rodnosti je tempo učinek izzvenel in te tolažbe ni več. Priča smo najnižji
približevati stopnji celotne rodnosti in se je v zadnjih letih prilagojeni stopnji celotne rodnosti v zgodovini Slovenije, ki se
povsem izenačila z njo. Naraščanje povprečne starosti matere ob je medtem zaradi neugodne starostne strukture žensk v rodni dobi
rojstvu otroka se je namreč povsem ustavilo – v zadnjih petih tudi že odrazila v najnižjem absolutnem številu živorojenih v
letih (od 2019 do 2023) namreč že ves čas znaša 31,1 let zgodovini Slovenije. V letu 2023 je število živorojenih namreč
[1].Tempo sestavina v stopnji celotne rodnosti je torej izzvenela. prvič upadlo pod 17 tisoč [1].
Kaj to pomeni za vsebinsko analizo rodnosti? Glede števila
živorojenih v posameznem koledarskem letu in posledično za
strukturo prebivalstva v prihodnje ipd. ostane vse enako. Gre za Zahvala prečni kazalnik, ki kaže trenutno raven rodnosti. Moramo pa biti
Delo v okviru tega članka je bilo deloma financirano s strani
previdni pri njegovi interpretaciji v duhu vzdolžnega kazalnika –
projekta SUSTAINWELL (Horizon Europe Research and
torej, koliko otrok bi ena ženska dejansko rodila tekom svoje
Innovation Programme), po pogodbi 101095175, ter s strani
rodne dobe ob trenutnih vzorcih rodnosti. V tem primeru bi npr.
Javne agencije za znanstvenoraziskovalno dejavnost RS (po
v letu 2003 napačno sklepali, da bo ženska tekom svoje rodne
pogodbah P5-0128, J5-4575 in V5-2264). Za uporabo podatkov
dobe imela v povprečju zgolj 1,2 otroka.
Po eni strani je ta naša ugotovitev dobra novica. To namreč zaključke, ki izhajajo iz podatkov, je v celoti odgovoren avtor po naročilu se avtor zahvaljuje Statističnemu uradu RS. Za vse
pomeni, da si ženske (skupaj z njihovimi partnerji) nikoli niso članka. želele (skupaj z omejitvami glede realizacije svojih želja) tako
zelo nizkega števila otrok, kot je to kazala stopnja celotne
rodnosti – npr. zgolj 1,2 otroka v letu 2003. Tudi v teh letih, ko References / Literatura je bila stopnja celotne rodnosti tako zelo nizka, so preference
glede števila otrok (skupaj z omejitvami glede njihove [1] Statistični urad RS, “Osnovni podatki o rojenih, Slovenija, letno,”
Podatkovna baza SISTAT. Accessed: Jun. 25, 2022. [Online]. Available:
realizacije) bile še vedno okrog 1,6 otroka (glej sliko 2). https://pxweb.stat.si/SiStatData/pxweb/sl/Data/-/05J1002S.px
Slabi novici pa sta ob tem dve. Prva slaba novica je, da so te [2] J. Bongaarts and G. Feeney, “On the Quantum and Tempo of Fertility,”
Popul. Dev. Rev., vol. 24, no. 2, pp. 271–291, 1998.
zelo nizke vrednosti stopnje celotne rodnosti (v primerjavi s [3] J. Malačič, Demografija: teorija, analiza, metode in modeli, 6th ed.
tempo prilagojenimi vrednostmi stopnje celotne rodnosti) vseeno Ljubljana: Ekonomska fakulteta, 2006. [4] Eurostat, “Life table by age and sex.” Accessed: Sep. 11, 2024. [Online]. vodile do nizkega absolutnega števila živorojenih v obdobju Available:
razkoraka med tema dvema kazalnikoma. V omenjenega četrt https://ec.europa.eu/eurostat/databrowser/view/demo_mlifetable/default/tab
stoletja, ko je povprečna starost mater ob rojstvu otroka naraščala le?lang=en&category=demo.demo_mor
[5] Statistični urad RS, “Živorojeni po starosti matere in spolu otroka, kohezijski
najhitreje (približno za 0,2 leti na leto), se je namesto okrog 25 regiji, Slovenija, letno,” Podatkovna baza SISTAT. Accessed: Sep. 01, 2024.
tisoč živorojenih letno rojevalo samo okrog 20 tisoč živorojenih. [Online]. Available: https://pxweb.stat.si/SiStatData/pxweb/sl/Data/-/05J1010S.px/table/tableViewLayout2/ Teh izgubljenih 125 tisoč živorojenih v samo teh 25 letih je trajno [6] Statistični urad RS, “Kazalniki rodnosti po starosti matere, kohezijski regiji,
izgubljenih in se ne pričakuje, da bi se ta rojstva kdaj naknadno Slovenija, večletno,” Podatkovna baza SISTAT. Accessed: Sep. 01, 2024.
realizirala, saj se ne pričakuje, da bi se povprečna starost mater [Online]. Available: https://pxweb.stat.si/SiStatData/pxweb/sl/Data/-
/05K1020S.px
ob rojstvu otroka v prihodnje začela nazaj zniževati.
Druga negativna novica pa je odločen upad stopnje celotne
rodnosti v zadnjih dveh letih. Iz ravni 1,64 otroka v letu 2021 se
je namreč v letu 2022 znižala na 1,55 otroka, v letu 2023 pa celo
Zbornik 27. mednarodne multikonference
INFORMACIJSKA DRUŽBA – IS 2024
Zvezek G
Proceedings of the 27th International Multiconference
INFORMATION SOCIETY – IS 2024
Volume G
Vzgoja in izobraževanje v informacijski družbi
Education in Information Society
Urednika / Editors
Uroš Rajkovič, Borut Batagelj
http://is.ijs.si
11. oktober 2024 / 11 October 2024
Ljubljana, Slovenia
PREDGOVOR
Pred vami je zbornik 27. konference Vzgoja in izobraževanje v informacijski družbi – VIVID
2024, ki se je odvijala 11. oktobra 2024 na Institutu Jožef Stefan v Ljubljani. Letos je bilo
sprejetih preko 60 prispevkov, ki pokrivajo širok spekter aktualnih tem s področja vzgoje in
izobraževanja v informacijski družbi.
S hitro napredujočo digitalno preobrazbo, ki vpliva na vsakdanje pedagoške procese, je rdeča
nit letošnje konference raziskovanje novih pristopov pri uporabi informacijsko-
komunikacijskih tehnologij, vključno s hibridnimi modeli izobraževanja, personalizacijo
učnih vsebin ter vključevanjem umetne inteligence v izobraževalne procese.
Skozi leta smo si prizadevali ustvariti okolje, kjer se prepletajo ideje, izkušnje in spoznanja z
različnih stopenj izobraževanja – od predšolske vzgoje do univerzitetnega in vseživljenjskega
učenja. Letos ni izjema. Še naprej razvijamo rešitve, ki ne le sledijo trenutnim trendom,
ampak postavljajo temelje za izobraževalno prihodnost, v kateri bo tehnologija podpirala
inovativne pristope k poučevanju in učenju.
Ta konferenca ni le prostor za izmenjavo najnovejših dognanj in praks, temveč tudi priložnost
za oblikovanje novih povezav, izmenjavo izkušenj in razvoj svežih zamisli, ki bodo krojile
prihodnost izobraževanja. Prispevki, predstavljeni na konferenci, so dragocen doprinos k
razvoju informacijske družbe in k premisleku o prihodnosti izobraževanja.
Naj vam ta zbornik služi kot vir navdiha in strokovnega znanja, ki bo spodbudil nadaljnje
raziskovanje ter inovacije na področju vzgoje in izobraževanja v digitalni dobi.
Uredniški odbor
FOREWORD
Here are the proceedings of the 27th conference Education in the Information Society –
VIVID 2024, which took place on October 11, 2024, at the Jožef Stefan Institute in Ljubljana.
This year, over 60 papers have been accepted, covering a wide range of current topics in the
field of education in the information society.
With the rapidly advancing digital transformation impacting everyday pedagogical processes,
the main theme of this year's conference is the exploration of new approaches to the use of
information and communication technologies, including hybrid education models,
personalized learning content, and the integration of artificial intelligence into educational
processes.
Over the years, we have strived to create an environment where ideas, experiences, and
knowledge from various levels of education—ranging from preschool to university and
lifelong learning—intertwine. This year is no exception. We continue to develop solutions
that not only follow current trends but also lay the foundation for an educational future where
technology supports innovative approaches to teaching and learning.
This conference is not only a platform for sharing the latest findings and practices but also an
opportunity to forge new connections, exchange experiences, and develop fresh ideas that will
shape the future of education. The papers presented at the conference are a valuable
contribution to the development of the information society and to the reflection on the future
of education.
May this proceedings serve as a source of inspiration and expertise, encouraging further
research and innovation in the field of education in the digital age.
The Editorial Board
PROGRAMSKI ODBOR / PROGRAMME COMMITTEE
Uroš Rajkovič (predsednik / Chair), Univerza v Mariboru, Fakulteta za organizacijske vede
Borut Batagelj (podpredsednik – Vice-Chair), Univerza v Ljubljani, Fakulteta za računalništvo in
informatiko
Zvone Balantič, Univerza v Mariboru, Fakulteta za organizacijske vede
Tadeja Batagelj, Svetovalni center za otroke, mladostnike in starše Maribor
Igor Bernik, Univerza v Mariboru, Fakulteta za varnostne vede
Mojca Bernik, Univerza v Mariboru, Fakulteta za organizacijske vede
Janez Bešter, Univerza v Ljubljani, Fakulteta za elektrotehniko
Uroš Breskvar, Elektrotehniško-računalniška strokovna šola in gimnazija Ljubljana
Andrej Brodnik, Univerza v Ljubljani, Fakulteta za računalništvo in informatiko in Univerza na
Primorskem, Fakulteta za matematiko, naravoslovje in informacijske tehnologije
Borut Čampelj, Ministrstvo za izobraževanje, znanost in šport RS
Dejan Dinevski, Univerza v Mariboru, Medicinska fakulteta
Tomi Dolenc, ARNES
Marjan Heričko, Univerza v Mariboru, Fakulteta za elektrotehniko, računalništvo in informatiko
Eva Jereb, Univerza v Mariboru, Fakulteta za organizacijske vede
Mirjana Kljajić Borštnar, Univerza v Mariboru, Fakulteta za organizacijske vede
Alenka Krapež, Gimnazija Vič
Branislav Šmitek, Univerza v Mariboru, Fakulteta za organizacijske vede
Srečo Zakrajšek, Fakulteta za medije
PROGRAMSKI SVET / STEERING COMMITTEE
Matjaž Gams (predsednik / Chair), Institut Jožef Stefan
Vladimir Batagelj, Univerza v Ljubljani, Fakulteta za matematiko in fiziko
Saša Divjak, Univerza v Ljubljani, Fakulteta za računalništvo in informatiko
Ivan Gerlič, Univerza v Mariboru, Fakulteta za naravoslovje in matematiko
Iztok Podbregar, Univerza v Mariboru, Fakulteta za organizacijske vede
Vladislav Rajkovič, Univerza v Mariboru, Fakulteta za organizacijske vede in Institut Jožef Stefan
Niko Schlamberger, Slovensko društvo Informatika
Franc Solina, Univerza v Ljubljani, Fakulteta za računalništvo in informatiko
Tomaž Skulj
Olga Šušteršič
Rado Wechtersbach
RECENZENTI / REVIEWERS
Alenka Baggia, Univerza v Mariboru, Fakulteta za organizacijske vede
Borut Batagelj, Univerza v Ljubljani, Fakulteta za računalništvo in informatiko
Tadeja Batagelj, Svetovalni center za otroke, mladostnike in starše Maribor
Andrej Brodnik, Univerza v Ljubljani, Fakulteta za računalništvo in informatiko in Univerza na
Primorskem, Fakulteta za matematiko, naravoslovje in informacijske tehnologije
Matija Lokar, Univerza v Ljubljani, Fakulteta za matematiko in fiziko
Marko Novaković, Univerzitetni klinični center Ljubljana
Uroš Rajkovič, Univerza v Mariboru, Fakulteta za organizacijske vede
Gašper Strniša, Šolski center Kranj, Strokovna gimnazija
Iva Strniša, Gimnazija Franceta Prešerna, Kranj
Iztok Škof, Osnovna šola Toma Brejca Kamnik
Marko Urh, Univerza v Mariboru, Fakulteta za organizacijske vede
Vladislav Rajkovič, Univerza v Mariboru, Fakulteta za organizacijske vede
Borut Werber, Univerza v Mariboru, Fakulteta za organizacijske vede
Jasmina Žnidaršič, Univerza v Mariboru, Fakulteta za organizacijske vede
Optimizacija praktičnega pouka digitalne tehnike z
avtomatskim testiranjem integriranih vezij
Optimization of Practical Lessons at Digital Electronics Using
Automated Integrated Circuit Testing
Jaka Albreht
Šolski center Kranj
Kranj, Slovenija
jaka.albreht@sckr.si
pouka. Dijaki običajno v primeru težav pokličejo učitelja. Le-ta
POVZETEK preveri delovanje in identificira kje je napaka. Pri tem mora biti
V članku je predstavljen problem porabe časa pri testiranju hiter in učinkovit, saj lahko na njegovo pomoč že čakajo drugi
integriranih vezij med praktičnim poukom digitalne tehnike. dijaki. S tem namenom je smiselno določene postopke
Učitelj mora ročno preveriti vse možne vhodne kombinacije na avtomatizirati in s tem izboljšati učinkovitost in hitrost učnega
vseh logičnih vratih znotraj integriranega vezja, kar je lahko procesa. V nadaljevanju je prikazan potek praktičnega pouka in
precej zamudno. Z namenom rešitve tega problema je bil težave s katerimi se soočamo. Predstavljen je sistem za
izdelan sistem za avtomatsko testiranje integriranih vezij. Le-ta avtomatsko testiranje integriranih vezij, ki je bil razvit z
nam omogoča, da v uporabniškem vmesniku izberemo oznako namenom izboljšanja in pohitritve procesa praktičnega pouka
vezja, ki ga želimo testirati. Integrirano vezje namestimo na digitalne tehnike.
ustrezno mesto na testni plošči, nato pa program sam preveri
vse možne kombinacije in nam preko virtualnih barvnih 2 POTEK PRAKTIČNEGA POUKA indikatorjev javi pravilnost delovanja posameznih logičnih vrat
znotraj integriranega vezja. Na ta način smo čas testiranja Vsebina praktičnega pouka digitalne tehnike je razdeljena na
skrajšali za približno 20-krat. tri dele. V prvem delu dijaki spoznavajo integrirana vezja, ki
vsebujejo logična vrata. Naučijo se kako poiskati
KLJUČNE BESEDE dokumentacijo integriranih vezij in iz nje razbrati pomembne
Integrirano vezje, avtomatsko testiranje, digitalna tehnika, podatke. Najprej na testni plošči preizkušajo delovanje
praktični pouk, Arduino, Labview, optimizacija posameznih čipov, kasneje pa izdelujejo tudi logična vezja, ki
so sestavljena iz več čipov. Glede na to, da se dijaki prvič
ABSTRACT srečajo z uporabo čipov, se verjetnost napak precej poveča.
Napake, s katerimi se pogosto soočajo so: oznaka na čipu ni
The article presents the problem of time consumption in the bila preverjena, odlomljen ali ukrivljen pin, nedelujoča vrata ali
testing of integrated circuits during the practical lessons of celoten čip, previsoka napajalna napetost, zamenjana polariteta
digital electronics. The teacher must manually check all napajalne napetosti, uničena svetleča dioda (LED), narobe
possible input combinations on all logic gates within the IC, obrnjena LED, slab stik …
which can be quite time-consuming. This allows us to select the Med učnim procesom dijak v primeru težav pokliče učitelja.
label of the circuit we want to test in the user interface. We Učitelj preveri ali so čipi pravilno povezani. Če kljub temu
board, and then the program itself checks all possible delujejo. Slednje je lahko zamudno, sploh, če vezje vsebuje combinations and informs us via virtual color indicators of the večje število čipov oz. logičnih vrat. Učitelj mora ročno place the integrated circuit in the appropriate place on the test vezje ne deluje, se ugotavlja kateri čip oz. vrata znotraj čipa ne
correct operation of the individual logic gates inside the preveriti vse možne vhodne kombinacije na posameznih integrated circuit. In this way, we reduced the testing time by logičnih vratih. Z namenom rešitve tega problema, smo prišli na about 20 times. idejo, da bi postopek preverjanja delovanja posameznih
KEYWORDS učitelj porabi, da ročno preveri ali čip deluje in čas, ki se ga logičnih vrat avtomatizirali. Za primerjavo vzemimo čas, ki ga
Integrated circuit, automated testing, digital electronics, porabi z uporabo sistema za avtomatsko testiranje čipov. V
practical lessons, Arduino, Labview, optimization prvem primeru je potrebno na posameznih vratih izvesti štiri
vhodne kombinacije (00, 01, 10, 11) in opazovati izhod preko
1 UVOD vrat v čipu. Običajno uporabljamo čipe s štirimi 2-vhodnimi LED. Nato je potrebno postopek ponoviti tolikokrat, kolikor je
Pri praktičnem pouku strokovnega modula Digitalna tehnika vrati. V drugem primeru pa namestimo čip na ustrezno mesto
dijaki izdelujejo vezja, ki so sestavljena iz integriranih vezij oz. na testni plošči, v aplikaciji preko spustnega seznama izberemo
čipov [1]. Pomembno je zagotoviti nemoten proces praktičnega kateri čip bomo testirali, kliknemo virtualni gumb “testiraj” in
čez manj kot sekundo dobimo rezultate. Vse skupaj nam vzame
največ 10 sekund časa na posamezen čip. V primeru ročnega
testiranja bi porabili približno tri minute. Torej smo čas, ki je
potreben za ugotavljanje napake, skrajšali za približno 20-krat.
3 SISTEM ZA TESTIRANJE VEZIJ
Sistem sestavlja mikrokrmilniška razvojna plošča Arduino
[2], ki je z žičkami povezana s testno ploščo, kamor namestimo
integrirano vezje (Slika 1). Sistem je povezan na računalnik z
USB-kablom, ki služi za napajanje in komunikacijo.
Uporabniški vmesnik je bil razvit v programskem okolju
Labview [3].
Slika 3: Integrirano vezje 7408 z logičnimi vrati IN (AND)
Logična funkcija AND (IN) na svojem izhodu vrne logično
1, če so vsi vhodi enaki 1. V našem primeru bo logično 1
predstavljala napetost 5 V, logično 0 pa napetost 0 V. Glede na
to, da imamo dva vhoda, bomo imeli štiri vhodne kombinacije
ničel in enic. Pravilnostna tabela prikazuje vse možne vhodne
kombinacije in pripadajoč izhod (Tabela 1) .
Tabela 1: Pravilnostna tabela funkcije AND (IN)
Vhod A Vhod B Izhod Y
0 0 0
0 1 0
1 0 0
1 1 1
Slika 1: Sistem za testiranje vezij
Pri testiranju logičnih vrat moramo na vhodih generirati vse
Aplikacija nam omogoča izbiro čipa, ki ga želimo testirati. Z štiri možne kombinacije in opazovati izhodno vrednost. Izhod
virtualnim gumbom “testiraj” sprožimo proces testiranja. V bo 1, če bosta oba vhoda enaka 1. V ostalih primerih mora biti
primeru pravilnega delovanja posameznih logičnih vrat se izhod 0.
indikator obarva zeleno, sicer pa rdeče. Izbirati je možno med Program, ki se izvaja na mikrokrmilniški plošči Arduino, na
petimi različnimi čipi (7400, 7402, 7432, 7486, 7408), ki svojih digitalnih izhodih generira vse možne kombinacije ničel
vsebujejo različna logična vrata (Slika 2). in enic. Nato preko digitalnih vhodov prebere izhodne vrednosti
posameznih logičnih vrat čipa. Rezultati se preko USB-
povezave posredujejo računalniku, kjer je nameščeno okolje
Labview. Le-to nam služi za prikaz rezultatov testiranja.
Dejanske izhodne vrednosti logičnih vrat se primerjajo z
želenimi in v primeru odstopanj se indikator obarva rdeče, kar
označuje nepravilno delovanje vrat. V našem primeru opazimo,
da četrta vrata ne delujejo pravilno, saj dobimo na izhodu same
enice (Slika 4). Pri vsakem izbranem čipu se prikaže tudi
ustrezna shema. Testiranje pa se prekine s klikom na gumb
“prekini testiranje”.
Slika 2: Izbira čipov v okolju Labview
Oglejmo si primer testiranja čipa z oznako 7408, ki vsebuje
štiri 2-vhodna IN (AND) vrata (Slika 3).
Uspelo nam je torej izdelati avtomatski sistem, ki je pohitril
proces iskanja napak, izboljšal potek izvajanja praktičnih vaj in
razbremenil učitelja.
VIRI
[1] Integrirano vezje. Dostopno na naslovu
https://sl.wikipedia.org/wiki/Integrirano vezje (17. 8. 2024)
[2] Arduino. Dostopno na naslovu www.arduino.cc (17. 8. 2024)
[3] Labview. Dostopno na naslovu www.ni.com (17. 8. 2024)
Slika 4: Testiranje čipa 7408
4 MOŽNOSTI NADGRADNJE
Sistem bi lahko nadgradili tako, da bi razširili nabor čipov.
Zanimivo bi bilo narediti samodejno razpoznavanje logičnih
vrat, brez, da bi vnaprej preko spustnega seznama izbrali čip.
Rezultati testiranja bi se lahko shranjevali v posebno tabelo ali
tekstovno datoteko. Alternativo uporabniškemu vmesniku bi
lahko predstavljalo vezje na testni plošči, kjer bi s tipkami
izbrali ustrezna vrata in LED, ki bi signalizirale pravilnost
delovanja. V tem primeru ne bi potrebovali računalnika s
programskim okoljem.
5 ZAKLJUČEK
Dijaki so pozitivno sprejeli sistem za testiranje. V primeru,
da se jim zdi, da je s čipom kaj narobe, ga prinesejo učitelju, ki
izvede avtomatsko testiranje. Na ta način hitro dobijo povratno
informacijo, kje je vzrok nepravilno delujočega vezja. Dostikrat
pa samo iščejo potrditev svojih opažanj. Npr. “Se mi je zdelo,
da četrta vrata ne delujejo.” oz. “Sedaj vem, da čip deluje.
Verjetno sem nekaj narobe povezal.”
Codeium kot podporni asistent v poučevanju
programiranja
Codeium as a Support Assistant in Teaching Programming
Davorin Babič
Srednja medijska in grafična šola
Ljubljana
Pokopališka ulica 33, 1000
Ljubljana davorin.babic@smgs.si
POVZETEK ABSTRACT
V prispevku predstavljamo orodje za programiranje v oblaku, In this paper, we present a cloud-based programming tool
ki temelji na vodilnih odprtokodnih modelih, podprto z based on leading open source models supported by generative
generativno umetno inteligenco, imenovano Codeium, za artificial intelligence, called Codeium, to support teachers and
podporo učiteljem in dijakom pri poučevanju in učenju osnov students in teaching and learning the basics of programming.
programiranja. Codeium v osnovi ponuja funkcije klepeta in Codeium basically provides chat features and calls to code to
poziva h kodi za generiranje programske kode. Ta generate software code. This functionality focuses on generating
funkcionalnost se osredotoča na generiranje kode iz besedilnih code from text inputs, allowing text-to-code generation within
vnosov, kar omogoča generiranje besedila v kodo znotraj the appropriate integrated development environment (IDE), in
ustreznega integriranega razvojnega okolja (IDE), v našem our case Visual Studio Code. By incorporating these advanced
primeru Visual Studio Code. Z vključitvijo teh naprednih code generation capabilities, the tool enhances learning streams
zmožnosti generiranja kode orodje izboljšuje učne tokove for teaching programming fundamentals, making the learning
poučevanja osnov programiranja, zaradi česar je učni proces bolj process more efficient and intuitive. In addition to enabling
učinkovit in intuitiven. Poleg omogočanja znanih interakcij, kot familiar interactions like those with ChatGPT, students can use
so tiste s ChatGPT-jem, lahko dijaki uporabljajo pametne smart templates to perform common actions such as adding
predloge za izvajanje običajnih dejanj, kot je dodajanje documentation to functions or refactoring program code. The
dokumentacije funkcijam ali preoblikovanje programske kode. code suggestion feature provides a viable option to complete and
Funkcija predlaganja kode ponuja izvedljivo možnost za generate code in various usage scenarios and offers additional
dokončanje in generiranje kode v različnih scenarijih uporabe in enhancements for an interactive coding experience. Code
ponuja dodatne izboljšave za interaktivno izkušnjo kodiranja. completion, commonly referred to as autocompletion, is an
Dokončanje kode, običajno imenovano samodokončanje, je invaluable feature in both learning and software development
neprecenljiva funkcija tako pri učenju kot pri razvoju that helps complete unfinished code segments. Code generation,
programske opreme, ki pomaga pri dokončanju nedokončanih on the other hand, involves the automatic generation of source
segmentov kode. Po drugi strani pa generiranje kode vključuje code from natural language input guided by user-defined
samodejno generiranje izvorne kode iz vnosa naravnega jezika, constraints. This capability increases the efficiency of the
ki ga vodijo uporabniško določene omejitve. Ta zmožnost development process by automating the generation of code based
povečuje učinkovitost razvojnega procesa z avtomatizacijo on user-supplied language specifications. The paper describes
ustvarjanja kode na podlagi jezikovnih specifikacij, ki jih the use of these functions in the learning process and their impact
zagotovi uporabnik. Prispevek opisuje uporabo teh funkcij v on the effectiveness of learning programming. Research has
učnem procesu in njihov vpliv na učinkovitost učenja shown that using Codeium significantly improves learning
programiranja. Raziskava je pokazala, da uporaba Codeiuma efficiency and promotes a deeper understanding of programming.
bistveno izboljša učinkovitost učenja in spodbuja globlje Finally, we present findings on the impact of Codeium on student
razumevanje programiranja. Na koncu predstavljamo ugotovitve performance and suggest directions for further research.
o vplivu Codeiuma na uspešnost dijakov in predlagamo smernice
za nadaljnje raziskave. KEYWORDS
Programming, Codeium, artificial intelligence, teaching,
KLJUČNE BESEDE learning process
Programiranje, Codeium, umetna inteligenca, poučevanje,
učni proces
1 UVOD
Programiranje je ustvarjalna dejavnost in kot ena ključnih
sestavin računalniškega mišljenja podpira kognitivne procese in
dokazuje računalniško usposobljenost učečih se deležnikov, programske kode in integrirana razvojna okolja (IDE), zaradi
hkrati pa ponuja platformo za prakso in izboljšanje reševanja česar so učni in delovni tokovi preprostejši in udobnejši. Na
problemov, kritično mišljenje, sodelovanje, in spretnosti osnovi integriranega klepeta je njegova uporabniška izkušnja
aktivnega učenja. Vendar se programiranja ni enostavno naučiti. podobna tisti, ki jo ponuja ChatGPT, vendar je integrirana v
Preobremenjenost zaradi nezadostnega predznanja in urejevalnike ali razvojna okolja, ki jih učitelji in dijaki
zapletenosti nalog kodiranja pri dijakih začetnikih povzroči uporabljajo, tako da lahko pogovorno komunicirajo z
nepričakovano veliko porabo časa za njihovo uspešno generativno umetno inteligenco znotraj teh istih orodij. To
razumevanje in reševanje [1]. Frustrirajoča izkušnja in sofisticirano orodje podpira zanimivo paleto več kot 70
ponavljajoči se neuspehi, zlasti na začetku, lahko pri dijakih programskih jezikov in zlasti zmanjša breme učenja osnov
zmanjšajo samoučinkovitost glede programiranja. programiranja na osnovi kodiranja. Codeium je pokazal izjemne
Za izboljšanje učne izkušnje v učni proces na začetku sposobnosti pri ustvarjanju človeških odzivov in zagotavljanju
vpeljemo pomožna programska okolja, ki pomagajo blažiti prilagojenih povratnih informacij, kar ga uvršča med potencialno
napačne predstave v sintaksi izbranega programskega jezika in orodje za preoblikovanje učne izkušnje v poučevanju in učenju
konceptualnem znanju. Poučevanje osnov programiranja v osnov programiranja. Transformativni potencial Codeium-a z
programskih okoljih, ki temeljijo na slikovnih delčkih, odpravi ustreznim načrtovanjem nudi učiteljem priložnost ustvarjati
sintaksne napake in dijakom omogoči delo na zasnovanih interaktivna in prilagodljiva učna okolja, ki lahko pritegnejo in
projektnih nalogah. Uporaba teh okolij znižuje oviro za vstop v motivirajo dijake za učenje. Tak pristop dijakom omogoča, da se
programiranje in dijakom omogoča, da se osredotočijo na učenje, bolj povežejo z učnim gradivom, kar posledično vodi do
kako oblikovati rešitev, ki jo z računalnikom lahko izvedejo. globljega razumevanja konceptov programiranja, jezikov in
Vendar se kmalu pojavi potreba po prehodu na besedilne postopkov, ki so bili abstrahirani skozi številne nivoje abstrakcij.
programske jezike, kar pa prinaša svoje izzive, hkrati pa odpira Pogovorni slog Codeium-a lahko ustvari bolj zanimivo in
vprašanja, s katerimi orodji ali tehnologijami v procesu prijetno učno izkušnjo, hkrati pa zmanjšuje dolgočasje in
poučevanja ta prehod čimbolj učinkovito izvesti. nezainteresiranost, ki se včasih pojavita pri tradicionalnem
Poučevanja in učenje osnov programiranja izboljša veščine poučevanju v obliki predavanj. To sodelovanje prispeva k bolj
programiranja v ustvarjalne namene, dijake pa seznani z angažiranemu in motiviranemu učenju, kar lahko pozitivno
osnovnimi koncepti programiranja in programskimi jeziki, kot so vpliva na uspeh dijakov v izobraževanju na področju medijske
Python, JavaScript in podobni. Dijaki pridobijo sposobnost produkcije.
pisanja preprostih programov z uporabo besedilnih programskih Učitelji z usklajevanjem zastavljenih učnih ciljev z odprto
orodij in se naučijo korakov v procesu reševanja problemov s uporabo umetne inteligence v ustrezno zasnovanem učnem
programiranjem. Ko poučevanje programiranja napreduje, se okolju dijake usmerjajo k uporabi umetne inteligence za
dijaki premikajo k bolj zapletenim programskim konceptom, kot opolnomočenje njihovega učenja, ne pa za njegovo nadomestitev.
so algoritmi, podatkovne strukture in programske paradigme. To Vključevanje umetne inteligence v sodelovalni učni proces lahko
dijakom zagotavlja trdne temelje v načelih programiranja in spremeni miselnost dijakov od zgolj uporabe umetne inteligence
tehnikah reševanja problemov ter poveča njihovo sposobnost za za hitre odgovore k uporabi umetne inteligence kot močnega
razvoj programske opreme za reševanje problemov iz resničnega zaveznika za nenehne izboljšave in razvoj učnih spretnosti. Pri
sveta [2]. Dijaki pridobijo tudi veščine testiranja, odpravljanja podpori orodij umetne inteligence pri poučevanju je še vedno
napak in vzdrževanja programske opreme, hkrati pa jim pomaga ključna vloga učitelja, ki se od poučevalca spreminja v
razumeti procese razvoja programske opreme za različna usmerjevalca učnega procesa. Učitelj mora zagotoviti pravilno
področja uporabe in jih pripravi na uspešno kariero v tehnologiji. uporabo orodij umetne inteligence, interpretirati rezultate in
V zadnjem času je prišlo do porasta priljubljenosti orodij za nuditi nadaljnjo razlago ter voditi dijake skozi učno snov. Prav
ustvarjanje ali dokončanje programske kode, ki temeljijo na tako je odgovoren za ustvarjanje ustrezne učne okolice, ki
umetni inteligenci: Github Copilot, Codeium, Tabnine, če spodbuja sodelovanje in interakcijo med dijaki. Najpomembneje
naštejemo le nekatere. Za razliko od tradicionalnih orodij za je, da mora učitelj poudariti veščine reševanja problemov in
samodejno dokončanje lahko ta nova generacija orodij za kritičnega mišljenja, ki jih kodiranje zahteva. Zato je potrebno
ustvarjanje ali dokončanje kode ponudi poljubne izrezke kode dijake spodbujati, da poglobljeno razmišljajo o problemih, ki jih
kot predloge, pri čemer upošteva kontekst kode, vključno s poskušajo rešiti, in da se jim približajo na kreativen in inovativen
komentarji, napisanimi v naravnem jezik. Čeprav vedno ne način. Prav tako je dijake potrebno poučiti tudi o etičnih
zagotavljajo pravilnosti predlogov, so lahko zelo koristni pri posledicah generativne umetne inteligence in strojnega učenja.
pospešitvi razvojnega procesa v razumevanju osnov Uvajanje inovativnih učnih tehnologij v pouk je vedno
programiranja. eksperimentalno in zahteva določeno zavedanje o potrebah
Za izboljšanje učinkovitosti poučevanja osnov programiranja učitelja in dijakov. Umetna inteligenca je začela iskati svojo pot
smo v učni proces pri kreativnem kodiranju vključili Codeium-a, v učilnice, šole in načine, na katere določene učne dejavnosti
že omenjeni uporabniški vmesnik klepetalnega robota, ki ga je dijakom pripeljemo domov preko projektnih nalog ali
razvilo tehnološko podjetje Exafunction. Codeium je napredno izvenšolskih dejavnosti. Čeprav te tehnologije ponujajo nove
orodje za ustvarjanje in dokončanje programske kode, izboljšano možnosti za poučevanje in učenje, prinašajo tudi nove izzive in
z umetno inteligenco, ki na novo definira tradicionalne prakse zahtevajo kritičen razmislek o osnovnih učnih strategijah in
kodiranja, saj je bolj iterativen in razčlenjuje rešitve vnešenih smernicah, ki oblikujejo njihovo uporabo. Pri poučevanju in
poizvedb korak za korakom. To ga naredi bolj didaktičnega in učenju kodiranja v takšnem učnem okolju morajo učitelji
razumljivejšega, hkrati pa omogoča večjo stopnjo globine spremljati aktivnosti, s katerimi se dijaki osredotočajo predvsem
odgovorov. Uspešno se vključuje v različne urejevalnike na inovativno reševanje problemov/izzivov in oblikovanje
elegantnih rešitev s pomočjo generativne umetne intelligence, izboljšanjem kode in povzemanjem kode. Vaje razumevanja
kar je prikazano v Tabeli 1. primarno zajemajo dejavnosti, kot je odkrivanje napak v
ustvarjeni programski kodi.
Tabela 1: Aktivnosti dijakov in njihova spremljava generativne umetne inteligence za programiranje pri učenju Pred raziskavo vpliva uporabe podpornega asistenta
programiranja so se dijaki že učili o osnovnih konceptih
Aktivnosti programiranja: spremenljivkah, operatorjih, izrazih, pogojih, Spremljava aktivnosti zaporedjih, vejitvah, zankah, funkcijah in seznamih znotraj
Reševanje Spodbujanje dijakov, da k izzivom slikovnega programiranja z delčki. Metodološki okvir so
problemov kodiranja pristopijo sistematično in da predstavljale praktično usmerjene vaje in so vključevale
kreativno razmišljajo o možnih dejanske primere uporabe. Da bi raziskali učinek uporabe
rešitvah. Codeiuma pri učenju osnov programiranja v python (Slika 1),
Računalniško Pomagati dijakom pri razvijanju smo učni proces uvedli hitro generiranja vsebin z relativno
mišljenje razumevanja delovanja računalnikov in enostavnimi problem, vezanimi za strokovno zahtevnost. Sistem
algoritmov. omogoča dijakom, da delajo na vrsti programskih nalog, ki so
Logično mišljenje Dijake naučiti uporabljati logičnega bile zasnovane za postopno uvajanje novih konceptov.
mišljenja za razdelitev kompleksnih
problemov na manjše, bolj obvladljive
dele.
Algoritmično Dijaki bi morali vedeti, kako ustvariti
mišljenje postopke za reševanje problemov po
korakih.
Ustvarjalnost Spodbujanje dijakov k razmišljanju
“out of the box” in ustvarjanju
projektov za zabavo in užitek.
Sodelovalnost Razvijanje sodelovalnega pristopa
učenja pri reševanju izzivov kodiranja
in medsebojnega deljenja pridobljenih
znanj in izkušenj.
Razhroščevanje in Dijake naučiti, kako prepoznati in
odpravljanje težav odpraviti napake na sistematičen način.
Etični vidiki Nudenje priložnosti dijakom, da
razpravljajo o etičnih posledicah
umetne inteligence in strojnega učenja
ter o tem, kako lahko njihova koda Slika 1: Uporabniški vmesnik Visual Studio Code: 1)
vpliva na družbo in svet okoli njih. besedilni vnos (poziv) problema v vdelanem oknu Codeiuma; 2) generator kode za vstavljanje kode, ki jo
ustvari umetna inteligenca glede na dijakov vnos, v
2 urejevalnik kode; 3) vnesena koda v pythonovski METODA DELA
urejevalnik z možnostjo dokončanja; 4) rezultat delovanja
Poučevanje in učenje programiranja s pomočjo generativne kode v terminalu urejevalnika. Vir: lastno delo
umetne inteligence je vključevanje tehnik in orodij strojnega
učenja v proces razvoja programske opreme [3] za izboljšanje 2.1 Učni proces z uporabo Codeiuma
interakcijo dijakov z generativno umetno inteligenco kaže programske kode, integriran v različne urejevalnike programske podobnosti z modernejšo obliko sodelovalnega dela, s kode in razvojna okolja (IDE), s svojimi funkcionalnostmi nalog računalniškega programiranja. Ta pristop v poučevanju z Codeium kot napredno orodje za generiranje in dokončanje
programiranjem v paru. Programiranje v paru opisuje aktivno omogoča prilagoditev učnega procesa na dijake osredotočenega prakso dveh dijakov v vlogi programerjev, ki skupaj izmenično poučevanja z naslednjimi možnostmi [4]: sodelujeta v neprekinjenem procesu do dokončanja naloge z
uporabo enega računalnika, tipkovnice in miške. En programer v • samodokončanje kode: Codeium samodejno predlaga
paru, voznik, izvaja kodiranje (tipkanje) in izvaja nalogo, dokončanje delov kode na osnovi konteksta nalog, kar
medtem ko drugi programer, krmar, pomaga pri načrtovanju, dijakom omogoča hitro in učinkovito pisanje kode;
pregledovanju, odpravljanju napak in predlaganju izboljšav in • generiranje kode iz naravnega jezika: dijaki lahko vnesejo
alternativ. Programiranje s pomočjo umetne inteligence v osnovi opis naloge v naravnem jeziku, orodje pa samodejno
nadomešča enega od dveh programerjev s podpornim asistentom generira ustrezno kodo;
generativne umetne inteligence. Učitelji s podpornim asistentom • interaktivna podpora: Codeium omogoča pogovorno
‘avtomatiziramo’ nabor vaj, ki jih je mogoče na splošno razvrstiti interakcijo, podobno kot ChatGPT, vendar znotraj
v dve zahtevnostni kategoriji: ustvarjanje in razumevanje. Vaje razvojnih okolij, kar omogoča enostavno integracijo v
ustvarjanja zajemajo dejavnosti, povezane z generiranjem učni proces (v obliki ustreznih razlag in pomoči, npr.
programske kode, dokončanjem kode, prevodom kode, dijaki lahko uporabijo Codeium za vprašanja, kot so
"Kako lahko izračunam povprečje števil iz nekega 2. Kvalitativna analiza: Izvedli smo anketo med dijaki,
številskega seznama?" ali " Kateri je najboljši način za kjer so ocenili uporabnost orodja, enostavnost uporabe ter
ocenjevanje uspešnosti dijakov?" in podobno, lahko njihovo zadovoljstvo z rezultati.
predlaga optimizacije, kot so izboljšanje besedilnega
vnosa, obravnavanje napak pri vnosu podatkov ali 2.5 Cilji raziskave
dodajanje funkcionalnosti za večjo robustnost programa). Med osnovne cilje raziskave smo uvrstili naslednje:
2.2 1) Oceniti vpliv uporabe podpornega asistenta v poučevanju Eksperimentalna zasnova
na učinkovitost učenja programiranja.
Za statistično analizo prispevka smo uporabili t-test, da smo
2) Raziskati, ali uporaba Codeiuma pripomore k boljšemu
preverjali vpliv uporabe orodja Codeium na uspešnost učenja
razumevanju in utrjevanju osnovnih programskih
programiranja pri dijakih. Raziskava je bila izvedena na skupini
konceptov in konstruktov.
53 dijakov v programu medijski tehnik ob koncu drugega
3) Preveriti, kako se dijaki odzivajo na uporabo orodij
ocenjevalnega obdobja, razdeljenih v dve skupini:
generativne umetne inteligence pri reševanju
eksperimentalno skupino (26 dijakov), ki je uporabljala Codeium,
problemov/izzivov z določenega strokovnega področja s
in kontrolno skupino (27 dijakov), ki tega orodja ni uporabljala.
programiranjem.
Analizirali smo dve glavni spremenljivki: čas dokončanja nalog
in število napak v kodi. 2.6 Hipoteze
Dijaki so imeli nalogo razviti enostavne aplikacije v
programskem jeziku python. Med izvajanjem nalog so Na podlagi ciljev raziskave oblikujemo naslednje hipoteze:
uporabljali funkcije samodokončanja in generiranja kode ter • Hipoteza 1 (H1): Povprečni čas dokončanja nalog bo
pametne predloge za izboljšanje svoje kode. Opazovali smo krajši pri dijakih, ki uporabljajo Codeium
njihovo interakcijo z orodjem in spremljali uspešnost pri (eksperimentalna skupina), v primerjavi s tistimi, ki tega
reševanju nalog, ob upoštevanju aktivnosti iz Tabele 1. Naloge orodja ne uporabljajo (kontrolna skupina).
so vključevale primere iz resničnega sveta, kar je omogočilo • Hipoteza 2 (H2): Povprečno število napak v kodi bo
dijakom, da so se soočili s praktičnimi izzivi, ki jih srečujejo manjše pri dijakih, ki uporabljajo Codeium, v primerjavi s
programerji v vsakdanjem delu. Primeri so bili skrbno izbrani, da kontrolno skupino. so se navezovali na osnovne koncepte, ki so jih dijaki že poznali,
a so hkrati vključevali tudi nekoliko zahtevnejše elemente, ki so
zahtevali dodatno razmišljanje in uporabo podpornega asistenta. 3 REZULTATI
2.3 Zahtevnostne kategorije nalog 3.1 Statistična analiza
Osnovna zahtevnost 1. Analiza časa dokončanja nalog (v minutah):
Naloge so se osredotočale na osnovne programske koncepte, • Neodvisna spremenljivka: skupina (eksperimentalna,
kot so deklaracija spremenljivk, matematični izrazi in pisanje kontrolna)
pogojnih stavkov. Na primer, dijaki so morali napisati program • Odvisna spremenljivka: čas dokončanja nalog (v minutah)
v obliki preproste aplikacije za izračun obsega in površine kroga • Test: neodvisni t-test (za primerjavo povprečij dveh
ter program za preverjanje, ali je vnešeno število pozitivno ali neodvisnih skupin)
negativno. 2. Analiza števila napak v kodi:
• Neodvisna spremenljivka: skupina (eksperimentalna,
Srednja zahtevnost kontrolna)
Naloge so vključevale delo z nizi, seznami, zankami in • Odvisna spremenljivka: število napak v kodi
slovarji. Ena naloga je zahtevala, da dijaki napišejo program, ki • Test: neodvisni t-test preveri, ali je dani niz palindrom, druga pa je vključevala izračun
povprečne vrednosti elementov seznama in prikaz elementov, ki 3.2 Izvedba t-testa so večji od povprečja.
Izvedli smo t-test za obe hipotezi. Na osnovi predhodno
Naprednejše naloge obdelanih rezultatov smo za izvedbo t-testa uporabili sledeče
Naloge so zahtevale uporabo regularnih izrazov, obdelavo podatke:
podatkov z uporabo knjižnice pandas in vizualizacijo podatkov s • Eksperimentalna skupina (Codeium):
pomočjo knjižnice matplotlib. Na primer, dijaki so morali • Povprečni čas dokončanja nalog: 45 minut, standardni
napisati program za preverjanje veljavnosti e-poštnih naslovov odklon: 5 minut.
in ustvariti stolpčni diagram, ki prikazuje razporeditev ocen • Povprečno število napak: 2, standardni odklon: 1.
dijakov. • Kontrolna skupina (brez Codeiuma):
• Povprečni čas dokončanja nalog: 55 minut, standardni
2.4 Analiza učinkovitosti odklon: 7 minut.
poučevanju programiranja je temeljila na dveh metodah: Analiza učinkovitosti Codeiuma kot podpornega asistenta v • Povprečno število napak: 5, standardni odklon: 2. Rezultati t-testa so bili naslednji (Tabela 2).
1. Kvantitativna analiza: Merili smo čas, ki so ga dijaki
porabili za dokončanje nalog, in število napak v kodi.
Tabela 2: Prikaz rezultatov t-testa veščin niso bili ocenjeni, saj so bili spremljani ob koncu drugega
ocenjevalnega obdobja. Poleg tega bi bilo koristno raziskati,
kako vključitev Codeiuma vpliva na učenje naprednejših
Čas dokončanja nalog Število napak
konceptov programiranja, kot so algoritmi in podatkovne
t-vrednost: −5.96 t-vrednost: −6.87 strukture, ter na razvoj projektov v skupinskem okolju.
p-vrednost: 2.33×10−7 p-vrednost: 8.89×10−9 Vendar pa je pomembno upoštevati, da lahko prekomerna
uporaba AI asistentov vodi do prekomerne odvisnosti, kar lahko
3.3 Kvantitativni rezultati probleme. Nadaljnje raziskave bi morale preučiti, kako uskladiti negativno vpliva na sposobnost dijakov, da samostojno rešujejo
Čas dokončanja nalog: p-vrednost je bistveno manjša od uporabo podpornih asistentov s tradicionalnimi metodami
običajnega praga statistične značilnosti (0,05), kar pomeni, da poučevanja, da bi zagotovili optimalne rezultate pri učenju
obstaja statistično značilna razlika med eksperimentalno in programiranja. Dijaki dojemajo Codeium kot dragocen učni vir
kontrolno skupino. Povprečni čas dokončanja nalog je bil programiranja in so od njega odvisni pri vodenju svojega učnega
bistveno krajši v eksperimentalni skupini, kar podpira Hipotezo procesa. Poleg tega dijaki izkazujejo določeno stopnjo zaupanja
1 (H1). v hiter odziv in natančnost Codeiuma, tako da se odločijo za
Število napak: p-vrednost je prav tako bistveno manjša od njegovo uporabo po neposrednem odpravljanju napak v kodi ali
0,05, kar kaže na statistično značilno razliko med skupinama. branju sporočil o napakah s konzole. Zato menimo, da je treba
Eksperimentalna skupina je imela bistveno manj napak v upoštevati naslednje vidike, ko dijaki uporabljajo podporne
primerjavi s kontrolno skupino, kar podpira Hipotezo 2 (H2). asistente za učenje programiranja. Prvič, v začetnih fazah
Rezultati so pokazali, da je eksperimentalna skupina naloge programiranja lahko dijaki v celoti izkoristijo pomoč podpornih
zaključila v povprečju 23% hitreje kot kontrolna skupina. Poleg asistentov, da poglobijo svoje razumevanje težav pri
tega so dijaki v eksperimentalni skupini naredili 28% manj napak programiranju in najdejo ustrezne rešitve. Drugič, dijaki bi
v primerjavi s kontrolno skupino. To kaže, da je uporaba morali postopoma povečevati pogostost neodvisnega urejanja
Codeiuma prispevala k učinkovitejšemu in natančnejšemu kode, da izboljšajo svoje sposobnosti programiranja in
pisanju programske kode. strokovnosti, ko učenje napreduje. Nazadnje, pomembna je
previdnost, da ne postanejo preveč odvisni od podpornih
3.4 Kvalitativni rezultati asistentov. Dijaki začetniki bi morali posvetiti več časa osvajanju
Anketa med dijaki je pokazala, da so podporni asistent ocenili osnovnih konceptov programiranja, preden začnejo uporabljati
kot zelo uporabnega. 85% dijakov v eksperimentalni skupini je orodja umetne inteligence, ne glede na njihovo splošno raven
izrazilo zadovoljstvo z orodjem in menilo, da jim je omogočilo uspešnosti. Podporne asistente je treba pravilno uporabljati kot
boljše razumevanje osnovnih konceptov programiranja. Dijaki pomožno orodje za učenje in reševanje problemov programiranja.
so izpostavili tudi, da je interaktivna narava orodja izboljšala
njihovo izkušnjo učenja in zmanjšala stres, povezan z učenjem 5 ZAKLJUČEK programiranja.
Vpeljava pomoči orodij generativne umetne inteligence v
poučevanje osnov programiranja učinkoviteje razjasni
4 RAZPRAVA nesporazume kot statični učbeniki ali različni podporni videi.
Naši rezultati potrjujejo, da je uporaba orodij, kot je Codeium, Codeium je odličen pri zagotavljanju prilagojenih in
lahko zelo koristna pri učenju osnov programiranja. Codeium potrpežljivih razlag programskih konceptov, ponujanju primerov
omogoča, da se dijaki osredotočijo na reševanje problemov, kode in rešitev, prilagojenih individualnim potrebam dijakov.
medtem ko sintaktične in strukturne podrobnosti prepustijo Njegov interaktivni pogovorni vmesnik spodbuja dijake k
orodju, kar zmanjša frustracije in poveča motivacijo za učenje. dialogu, utrjuje njihovo razumevanje z aktivnim sodelovanjem in
Pri nalogah osnovne zahtevnosti so dijaki naloge opravili hitreje povratnimi informacijami. Dijaki lahko težave, ki nastanejo pri
in z manj napakami, kar kaže na to, da Codeium učinkovito kodiranju, predstavijo na preprost način, hkrati pa strani
podpira razumevanje osnovnih konceptov. Pri nalogah srednje Codeiuma prejmejo izčrpno razlago po korakih, ki razjasni
zahtevnosti je Codeium pomagal dijakom pri reševanju temeljna načela skozi celoten učni proces. Takšna dinamična
kompleksnejših problemov, kar je privedlo do boljših rezultatov pomoč ponuja ključno podporo in premošča vrzeli, ko učetelj ni
v primerjavi s tradicionalnimi metodami učenja. Pri naprednejših na voljo. Uporaba Codeiuma lahko okrepi sposobnosti dijakov
nalogah, kjer so se dijaki soočali z najzahtevnejšimi nalogami, je za oblikovanje preprostih algoritmov in pisanje kode, kar
Codeium olajšal uporabo sofisticiranih tehnik in omogočil zmanjša stres, ki pogosto spremlja seznanjanje z uvodnimi
hitrejše dokončanje nalog z višjo kakovostjo kode. pristopi reševanja izzivov z besedilnim programiranjem.
Poleg tega, da je uporaba Codeiuma pozitivno vplivala na Nenazadnje se je opazilo povečano navdušenje nad učenjem
uspešnost dijakov pri reševanju nalog, je hkrati učiteljem osnov programiranja med številnimi dijaki po izpostavitvi
omogočala, da so se osredotočili na mentorstvo in usmerjanje poučevanju s Codeiumum. Kot učitelji moramo biti na tekočem
dijakov pri razvoju kreativnih in inovativnih rešitev. z najnovejšim tehnološkim razvojem in še naprej prilagajati
Kljub pozitivnim rezultatom ima naša raziskava nekaj svoje metode poučevanja, da bi naše dijake čim bolje pripravili
omejitev. Izvedena je bila na relativno majhnem vzorcu dijakov, na svet, ki je pred nami.
kar omejuje možnost posploševanja rezultatov. Poleg tega Ne glede na opisano je vključevanje generativne umetne
dolgoročni učinki uporabe Codeiuma na razvoj programskih inteligence v učni proces programiranja s pomočjo orodja
Codeium pokazala pozitivne učinke na uspešnost in motivacijo
dijakov. Z uporabo naprednih funkcionalnosti, kot so
samodokončanje in generiranje kode, Codeium zmanjšuje
obremenitve, povezane z učenjem programiranja, ter omogoča
bolj osredotočeno in ustvarjalno učenje. Prihodnje raziskave bi
morale raziskati dolgoročni vpliv takšnih orodij na razvoj
programskih veščin in njihovo učinkovitost v različnih
izobraževalnih okoljih.
LITERATURA IN VIRI
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fit: Challenges of workload and communication in introductory computer
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Uporaba spletnega orodja H5P za formativno spremljanje
poučevanja računalniškega mišljenja
Using the H5P Online Tool for Formative Assessment of
Computational Thinking Learning
Davorin Babič
Srednja medijska in grafična šola
Ljubljana
Pokopališka ulica 33, 1000
Ljubljana davorin.babic@smgs.si
dijakov razvoj in na sistematičen razvoj znanja in veščin na
POVZETEK njegovem profesionalnem področju.
Izhodišča: Vključevanje digitalnih orodij v izobraževanje je
spremenilo učni proces, zlasti na področjih, povezanih z KLJUČNE BESEDE
računalništvom, kjer je računalniško mišljenje temeljna veščina. H5P, formativno spremljanje, računalniško mišljenje,
Pogosto uporabljen programski jezik, python, je izbran za digitalne kompetence, spletna učna orodja
uvajanje dijakov v računalniško mišljenje zaradi svoje
preprostosti in vsestranskosti. Vendar pa učinkovito poučevanje ABSTRACT
računalniškega mišljenja zahteva ne le poučne vsebine, temveč Background: The integration of digital tools into education
tudi aktivno vključevanje in neprekinjeno spremljanje has changed the learning process, especially in fields related to
razumevanja dijakov. computer science, where computational thinking is a
Namen: Namen raziskave je ugotoviti, kako uporaba spletnih fundamental skill. A commonly used programming language,
orodij za formativno spremljanje učnega procesa, zlasti python, is chosen to introduce students to computational thinking
platforme H5P, vpliva na poučevanje računalniškega mišljenja because of its simplicity and versatility. However, effective
pri programiranju v pythonu. Raziskava ocenjuje učinkovitost teaching of computational thinking requires not only
H5P kot orodja za ustvarjanje interaktivnih in formativnih instructional content, but also active involvement and continuous
spremljevalnih dejavnosti, ki vključujejo dijake in izboljšujejo assessment of students' understanding.
njihovo razumevanje računalniškega mišljenja. Purpose: The purpose of the research is to determine how the
Metode: V raziskavo je bilo vključenih 140 dijakov tretjega use of online tools for formative assessment of the learning
letnika medijske produkcije iz programa medijski tehnik, ki so process, especially the H5P platform, affects the teaching of
sodelovali pri ocenjevanju vpliva formativnih dokazov z computational thinking in python programming. The research
orodjem H5P na njihove učne rezultate. Uporabljen je bil anketni evaluates the effectiveness of H5P as a tool for creating
vprašalnik, s katerim smo želeli ugotoviti, v kolikšni meri orodja interactive and formative follow-up activities that engage
H5P prispevajo k izboljšanju razumevanja in ohranjanja veščin students and improve their understanding of computational
računalniškega mišljenja pri dijakih pri soočanju s praktičnimi thinking.
problemi. Dijaki so z vprašalnikom ocenjevali povratne Methods: 140 third-year media production students from the
informacije o svojih izkušnjah in zaznavah glede formativnih media technician program were included in the research, who
dokazov, ki temeljijo na virih orodja H5P. Podatke smo obdelali participated in evaluating the impact of formative evidence using
s pomočjo spletne programske oprema za statistiko DATAtab, ki the H5P tool on their learning outcomes. A survey questionnaire
se izvaja v oknu brskalnika, s pomočjo standardnih statističnih was used, with which we wanted to determine to what extent the
metod smo izračunali povprečne vrednosti in standardni odklon. H5P tools contribute to improving students' understanding and
Rezultati in diskusija: Rezultati so pokazali, da je H5P retention of computational thinking skills when dealing with
učinkovito orodje za formativno spremljanje veščin practical problems. Students used a questionnaire to assess
računalniškega mišljenja pri programiranju v pythonu. feedback on their experiences and perceptions of formative
Pomembno izboljšanje dokazov o znanju dijakov po ocenah evidence based on H5P resources. We processed the data with
poudarja vrednost interaktivnih in takojšnjih mehanizmov the help of the DATAtab online statistics software, which is run
povratnih informacij, ki jih zagotavlja H5P. Hkrati pa rezultati in a browser window, and with the help of standard statistical
ankete kažejo tudi na visoko zadovoljstvo dijakov z nalogami methods, we calculated the average values and the standard
H5P, kar podpira njegovo nadaljnjo uporabo v izobraževalnih deviation.
okoljih. Vse to dokazuje, da z vzpodbujanjem in poučevanjem Results and discussion: The results showed that H5P is an
veščin računalniškega mišljenja učitelji lahko vplivajo na effective tool for formative assessment of computational
thinking skills in python programming. The significant
improvement in evidence of student knowledge across poročali o višji motivaciji in boljši uspešnosti. Izobraževalne
assessments highlights the value of the interactive and immediate digitalne tehnologije lahko omogočijo neposredno spremljanje
feedback mechanisms provided by H5P. At the same time, the dijakovega napredka, izmenjavo povratnih informacij ter
results of the survey also show high student satisfaction with the izobraževalcem zagotovijo načine za vrednotenje in prilagajanje
H5P tasks, which supports its further use in educational njihovih strategij poučevanja. V množici digitalnih orodij, ki so
environments. All this proves that by encouraging and teaching na voljo učitelju, je pomembno, da se pred uporabo, med njo in
computational thinking skills, teachers can influence the po njej učitelj nasloni na kriterije za vrednotenje digitalnih orodij
student's development and the systematic development of glede na njihovo funkcionalnost, prilagodljivost, praktičnost in
knowledge and skills in his professional field. uporabnost. Glede na izobraževalne koristi digitalne tehnologije
lahko to organiziramo v tri skupine [4]:
KEYWORDS
H5P, formative assessment, computational thinking, digital 1) tehnologije kot učno orodje, kar vključuje pregled
competences, online learning tools uporabe tehnologije v razredu – strojna oprema,
programska oprema,
2) računalniško podprto poučevanje, prilagojeni učni
1 UVOD programi, internet.
3) Tehnologije za zagotavljanje učenja, kar vključuje
1.1 Formativno spremljanje učnega procesa tehnologije izobraževanja na daljavo, kot so spletno
Formativno spremljanje je bistvenega pomena za izboljšanje učenje, mobilno učenje, kot tudi podporne tehnologije.
poučevanja in učenja, sodobni izobraževalni digitalni viri 4) Tehnologije za podporo učenju, kar vključuje
(različna digitalna učna okolja, aplikacije in platforme ter orodja razvijajoče se podpore za tehnologijo kot učno orodje in
vizualizacij) pa zagotavljajo velik potencial za njegovo zasnovo za zagotavljanje učenja – odprti izobraževalni viri, veliki
in izvajanje. Sodobni digitalni izobraževalni viri so večinoma podatki, učna analitika in umetna inteligenca.
interaktivni, kar omogoča viru, da se odzove na dejanja dijakov Nabor učnih strategij, ki jih uporabljamo učitelji za podporo
bodisi z izbiro pravilne učne poti, zagotavljanjem povratnih vključevanja sodobnih izobraževalnih digitalnih virov v učni
informacij dijakom ali izvajanjem dejanj, ki jih običajno izvaja proces, je v veliki meri bolj osredotočen na dijake, ki uporabljajo
učitelj. Poleg tega, da so interaktivni, izobraževalni viri pogosto računalnik kot učno orodje, učitelj je v vlogi moderatorja, ki
vključujejo različne vrste elementov z namenom, da dijakom podpira projektno učenje in neodvisno raziskovanje.
zagotovijo optimalno učno izkušnjo. Vključiti je mogoče
videoposnetke, zvočne posnetke, kvize (ki dijakom omogočijo, 1.2 Spletno okolje H5P
da vnesejo svoje odgovore) – vendar izobraževalni vir lahko Za ustvarjanje strokovnega izobraževalnega vira smo
vključuje tudi veliko različnih vrst elementov hkrati. Z uporabili specializirano spletno platformo, ki nam je zagotovila
omenjenimi viri zagotavljamo dragocene povratne informacije vsa potrebna orodja za ustvarjanje, upravljanje in skupno rabo
ne samo učiteljem, ampak tudi dijakom, predvsem v usmerjanju lastnih izobraževalnih virov. H5P (HTML5 Package) [5] je
izboljšav pri poučevanju in učenju za optimizacijo učnih brezplačno in odprtokodno ogrodje za sodelovanje pri vsebinah,
rezultatov dijakov. Praksa v razredu je formativna do te mere, da katerega namen je vsem olajšati ustvarjanje, skupno rabo in
dokaze o dosežkih dijakov pridobijo, interpretirajo in uporabljajo ponovno uporabo interaktivnih vsebin. Še posebej je dragoceno
učitelji, dijaki in njihovi vrstniki. Ti deležniki kasneje sprejemajo za formativno spremljanje, saj zagotavlja takojšnje povratne
odločitve o svojih naslednjih korakih pri poučevanju in učenju, informacije, ki dijakom omogočajo, da razmislijo o svojem
ki bodo verjetno boljše ali bolje utemeljene od odločitev, ki bi jih učenju in prepoznajo področja za izboljšave [6]. Lahko ga
sprejeli, če ne bi bilo pridobljenih dokazov. Povratne informacije implementirano v WordPress in premore veliko zanimivih
so ključna sestavina v procesu učenja dijakov. Ker je napredek v funkcij, vključno z interaktivnimi videoposnetki (Interactive
tehnologiji omogočil sprejetje digitalnih učnih okolij z Videos), predstavitvami tečajev (Course Presentations),
možnostmi ocenjevanja, so se postopoma spremenili tudi scenarijem razvejanja (Branching Scenario), povleci in spusti
pogostost, oblika dostave in pravočasnost povratnih informacij, (Drag and Drop), pogovornimi karticami (Dialog Cards),
ki izhajajo iz pridobljenih informacij o (pred)znanju. Povratna navideznim ogledom (Virtual Tour 360), slikovnimi vročimi
informacija je eden najvplivnejših delov učnega procesa [1] in je točkami (Hotspots), bliskovnimi karticami (Flashcards), povleci
opredeljena kot: informacije, ki jih zagotovi posrednik (npr. besede (Drag the Words), razvrsti odstavke (Sort the Paragraphs),
učitelj, vrstnik, knjiga, starš, jaz, izkušnje) v zvezi z vidiki časovnico (Timeline), nizom vprašanj (Question Set), vprašanji
posameznikove uspešnosti ali razumevanja. Po [1] je z več izbirami (Multiple Choice Questions), izpolnjevanjem
računalniško podprta povratna informacija učinkovita. V praznin (Fill the Blanks), True or False, zaporedje slik (Image
primerjalni študiji primera [2] so sodelujoči dijaki računalniško Sequencing), aritmetični kviz (Arithmetic Quiz), označevanje
podprto povratno informacijo ocenili višje kot tradicionalno besed (Mark the Words), narek (Dictation) in esej (Essay).
pisno povratno informacijo. Pomembni dejavniki pri tej Nastale interaktivne in adaptivne vsebine so vizualno privlačne
ugotovitvi so: jasna struktura povratnih informacij, njihova in dodatno motivirajo dijake za njihovo učenje. Spletišče
čitljivost, informacije o vrzelih v razumevanju dijakov in Wordpres pa omogoča delo na različnih napravah, od namiznih
prepoznavanje dobrih vidikov dijaških prispevkov. Poleg tega so računalnikov preko tabličnih računalnikov do pametnih
bile računalniško podprte povratne informacije dijakom telefonov. Izbrano orodje smo v pedagoški proces vključili za
zagotovljene hitreje kot tradicionalne povratne informacije. Tudi motivacijo za pripravo na utrjevanje znanja, za ponavljanja in
raziskava [3] je pokazala podobne rezultate, pri čemer so dijaki
utrjevanje znanja pred ocenjevanjem znanja in za sklepanje s praktičnim pristopom. Glede na omejen čas v učnem
samopreverjanje (Slika 1). procesu je izziv, kako dijake učinkovito naučiti smiselnega
nabora spretnosti, ki jim omogoča, da sami usmerjajo svoje
prihodnje učenje. Poleg tega, ker strokovni modul vključuje
sumativno ocenjevanje, potrebujemo druga sredstva za
spremljanje in merjenje učenja dijakov ter usmerjanje razvoja
samega modula. Te izzive obravnavamo tako, da združimo
kratka predavanja s kratkimi kvizi za formativno spremljanje in
učnemu procesu dodamo še eno učno dejavnost. Ugotavljamo,
da so v odsotnosti sumativnega ocenjevanja kratki, pogosti kvizi
s takojšnjimi povratnimi informacijami odlično orodje za
spremljanje učenja razreda kot celote. Dijaki poročajo, da so
kvizi, čeprav zahtevni, izboljšali njihovo razumevanje konceptov
programiranja, jih osveščali o morebitnih napakah in bili
zabavna učna izkušnja. Poleg tega rezultati iz tega prispevka
ponazarjajo, kako je mogoče novega programskega jezika učiti
Slika 1: Primerek spletišča v Wordpressu na Arnesovem dijake brez predhodnega znanja programiranja v kratkem času.
strežniku splet.arnes.si, znotraj katerega so bili dijaki vpeti V raziskavi je sodelovalo 140 dijakov, ki so imeli različne ravni
v formativno spremljanje učnega procesa predhodnih izkušenj s programiranjem in veščinami
računalniškega mišljenja. Povzemamo naše izkušnje, pridobljene
1.3 O računalniškem mišljenju pri oblikovanju in vključevanju interaktivnih virov v spremljanje
Bistveni del v poučevanju računalniškega mišljenja je učnega procesa programiranja.
osnovno razumevanje programiranja. Računalniško mišljenje pri
poučevanju opisuje nabor orodij metod, ki jih je mogoče 2.1 Oblikovanje nalog za formativno
uporabiti za oblikovanje, analizo in obdelavo problemov/izzivov, spremljanje učnega procesa
tako da jih lahko reši algoritemska logika. Temelji na miselnih Da bi pridobili ustrezne dokaze o dijakovem razumevanju
procesih in konceptih, kot so modeliranje problemov/izzivov z veščin računalniškega mišljenja, smo zasnovali nabor nalog s
uporabo abstrakcije (pomaga razumeti in oceniti zahtevne in pomočjo interaktivnega ustvarjalca vsebine H5P v platformi
zapletene probleme), dekompozicije (razdelitev problemov na WordPress. Te naloge vključujejo naslednje veščine
podprobleme), načrtovanje rešitev skozi zaporedne korake računalniškega mišljenja: dekompozicija, prepoznavanje
(logično in algoritmično mišljenje) in prepoznavanje vzorcev. V vzorcev, abstrakcija, algoritmi in odpravljanje napak. Naloge so
zadnjem obdobju je računalniško mišljenje postalo orodje za bile oblikovane z uporabo različnih virov z različnimi
reševanje problemov na skoraj vseh strokovnih področjih značilnostmi in strukturami ter didaktičnimi priporočili, kot je
srednješolskega izobraževanja. Poučevanje in učenje veščin podrobno opisano spodaj: računalniškega mišljenja tako postane ključnega pomena ne
samo za inženirje in računalnikarje, temveč tudi za dijake na Prva naloga: Dekompozicija z interaktivnim videom
področjih zunaj pretežno naravoslovno-tehniških ved, med Orodje H5P: Interaktivni video vmesnik (Interactive Video)
katere sodi tudi medijska produkcija, kjer je delovno-ustvarjalni Opis: Dijaki si ogledajo videoposnetek, ki razlaga
tok močno odvisen od omenjenih veščin. kompleksen problem, in se morajo ustaviti na določenih točkah,
da problem razdelijo na manjše dele.
1.4 Raziskovalna vprašanja Didaktično priporočilo: Dijake spodbujamo, da razpravljajo o
naslednja raziskovalna vprašanja: V opravljeni raziskavi smo si prizadevali odgovoriti na razčlenjenih delih v parih, hkrati pa jih spodbujamo za sodelovalno reševanje problemov.
Druga naloga: Prepoznavanje vzorcev s funkcijo povleci in Kako učinkovita so orodja H5P pri izboljšanju dijakovega spusti razumevanja veščin računalniškega mišljenja pri Orodje H5P: Povleci in spusti (Drag and Drop) programiranju v pythonu? Opis: Dijakom je predstavljena vrsta izrezkov programske Katera so najučinkovitejša orodja H5P za formativno kode in morajo prepoznati vzorce tako, da povlečejo in spustijo spremljanje poznavanja veščin računalniškega mišljenja? podobne strukture kode v kategorizirana polja. Kako dijaki dojemajo uporabo formativnega spremljanja, ki Didaktično priporočilo: S to nalogo utrjujemo pomen temelji na H5P, v svojem učnem procesu? prepoznavanja vzorcev v kodi, ki je ključnega pomena za Kakšen vpliv imajo formativni dokazi uporabe H5P na optimizacijo algoritmov. angažiranost dijakov za učenje in dosežene učne rezultate?
Tretja naloga: Abstrakcija s kvizom z več možnimi
odgovori
2 METODA DELA Orodje H5P: Kviz z možnimi izbirami (Multiple Choice
Poučevanja programiranja in z njim povezanimi veščinami Quiz)
računalniškega mišljenja postopoma postaja bistvena veščina na Opis: Dijaki odgovarjajo na vprašanja z več možnimi
različnih strokovnih področjih medijske produkcije in je odgovori, ki od njih zahtevajo, da prepoznajo temeljna načela za
pomemben del v odprtem kurikulu, ki zajema temeljno znanje in
kompleksnimi problemi, pri čemer učinkovito izvajajo ali majhnih skupinah, s čimer spodbujamo spretnosti
abstrakcijo. sodelovalnega reševanja problemov), ponudili takojšnje
Didaktično priporočilo: Zagotavljamo podrobne povratne povratne informacije (uporaba funkcije povratnih informacij
informacije za vsako možnost, da dijakom pomagamo razumeti, platforme H5P, da dijakom zagotovimo takojšnje odzive na
zakaj so določene abstrakcije ustrezne ali neustrezne. njihova dejanja in jim pomagamo, da se učijo iz napak v realnem
času) in poskrbeli za različnost nalog (prilagodimo kompleksnost
Četrta naloga: Algoritmi z izzivom interaktivnega
nalog glede na raven znanja dijakov, da ohranimo angažiranost
kodiranja
in izziv).
Orodje H5P: Razvrsti odstavke (Sort the Paragraphs)
Opis: Dijaki razvrstijo po ustreznem zaporedju premetane 2.2 Izvedba in zbiranje podatkov
stavke pythonovskega programa za implementacijo algoritma za
rešitev danega problema (Slika 2). Naloge so bile izvedene znotraj strokovnega modula
Didaktično priporočilo: Dovolimo večkratne poskuse in kreativno kodiranje s poudarkom na programiranju v pythonu.
zagotovimo namige, ki bodo dijake vodili k pravilni rešitvi, kar Po opravljenih nalogah so dijaki izpolnili anketo, da smo zbrali
bo okrepilo iterativno naravo kodiranja. povratne informacije o njihovih učnih izkušnjah in dojemanju
formativnega spremljanja, ki temelji na platformi H5P.
2.3 Oblikovanje ankete
Anketa je bila sestavljena iz kvantitativnih in kvalitativnih
vprašanj. Namen raziskave je bil izmeriti zaznano učinkovitost
orodij H5P, stopnjo angažiranosti in vpliv na njihove učne
rezultate. Anketna vprašanja so vključevala naslednje kazalnike:
Kako bi ocenili interaktivnost nalog spletnega okolja H5P,
ki vam pomagajo razumeti veščine računalniškega
mišljenja?
Kazalniki: 1 (zelo nizko) do 5 (zelo visoko)
Kateri vir H5P se vam je zdel najbolj učinkovit za učenje
konceptov programiranja v pythonu?
Kazalniki: več možnosti z možnostmi: interaktivni video,
povleci in spusti, kviz z več možnimi izbirami, vrsta vsebine
interaktivne kode, dostopna točka
Kako so takojšnje povratne informacije, ki so jih zagotovile
naloge, izdelane v H5P, vplivale na vaš učni proces?
Kazalniki: 1 (sploh niso) do 5 (pomembno)
Ali menite, da je uporaba orodij H5P izboljšala vaše
sposobnosti reševanja problemov v Pythonu?
Kazalnika: Da/Ne
Kateri vidiki nalog, izdelanih v H5P, so se vam zdeli najbolj
koristni ali zahtevni?
Kazalnik: Odgovori esejskega tipa
2.4 Statistična analiza
Podatki, zbrani v raziskavi, so bili analizirani s statističnimi
Slika 2: Primer naloge z orodjem H5P, razvrsti odstavke, ki metodami z ustrezno programsko opremo DATAtab
od dijaka zahteva razvrstitev premešanega zaporedja (https://datatab.net) [8, 9] za oceno učinkovitosti orodij H5P.
stavkov v logično in algoritmično ustrezno zaporedje za Rezultati ankete so bili analizirani s t-testom, da bi ugotovili, ali
pravilno izvedeno rešitev. obstaja statistično pomembna razlika v zaznavah dijakov pred in
Naloga 5: Odpravljanje napak z vročimi točkami Glede na odgovore ankete so bile testirane naslednje po uporabi orodij H5P za formativno spremljanje.
Orodje H5P: Slikovne vroče točke (Hotspots) hipoteze:
Opis: Dijaki prepoznajo in popravijo napake v ponujenem Ničelna hipoteza (H0): uporaba orodij H5P ne vpliva bistveno
delčku pythonove kode s klikom na napačne dele. na angažiranost dijakov in razumevanje veščin računalniškega
Didaktično priporočilo: S to nalogo poudarimo pomen mišljenja.
odpravljanja napak kot kritičnega koraka v procesu razvoja Alternativna hipoteza (H1): uporaba orodij H5P bistveno
programske opreme. izboljša sodelovanje dijakov in razumevanje veščin
računalniškega mišljenja.
Pri izvajanju nalog z orodji H5P smo učitelji zagotovili jasna Uporabljena formula t-testa je bila:
navodila (da dijaki razumejo cilje vsake naloge in kako ravnati z
orodji H5P), spodbujali sodelovalno učenje (dijaki delajo v parih
𝑋 ̅̅̅ − 𝑋 ̅̅̅ takojšnjo povratno informacijo spodbuja globlje razumevanje in 1 2
𝑡 = večjo angažiranost dijakov. Vsestranskost orodij H5P omogoča 2 2 𝑆 1 𝑆 2 učiteljem, da oblikujejo raznolike in prilagodljive naloge, ki √ + 𝑛 1 𝑛 2 lahko poskrbijo za različne učne stile in ravni znanja.
kjer so so ̅̅̅ 𝑋 1 in ̅̅̅ 𝑋 2 aritmetični sredini obeh skupin (pred in po
formativnem spremljanju), 2 2 𝑆 in 𝑆 varianci, 𝑛 in 𝑛 pa
velikosti vzorcev (v našem primeru kar celotno število dijakov). 1 2 1 2 5 ZAKLJUČEK
Opisna statistika je bila uporabljena za povzetek odgovorov Formativno ocenjevanje je bistvenega pomena pri
na anketo, analiza s t-testom pa je bila izvedena za identifikacijo izobraževanju programiranja za merjenje razumevanja dijakov in
odnosov med stopnjami angažiranosti dijakov in njihovimi njihovo vodenje skozi učni proces. V prispevku smo raziskvali
učnimi rezultati [7]. uporabo veščin računalniškega mišljenja skozi osnovne koncepte
in konstrukte v programiranju – kot so zaporedja, spremenljivke,
tipi podatkov, vejitve, zanke in funkcije – v pythonu za
3 REZULTATI ustvarjanje učinkovitih formativnih dokazov. Z vključitvijo teh
3.1 Opisna statistika razumevanju posredovanega in naučenega ter oblikujejo temeljnih elementov lahko učitelji spremljajo napredek v
Dobljeni rezultati so pokazali visoko stopnjo angažiranosti smiselne povratne informacije, ki ne samo ocenjujejo znanja,
dijakov pri nalogah, izdelanih z orodji H5P. Večina dijakov je ampak tudi krepijo sposobnosti reševanja problemov in logično
ocenila interaktivnost nalog kot "visoko" ali "zelo visoko", s mišljnje dijakov. Metodologije, obravnavane tukaj, zagotavljajo
povprečno oceno 4,3 na 5-stopenjski lestvici kazalnikov. Orodja praktične primere in strategije platforme H5P kot učinkovitega
Interactive Code Content Type in Drag and Drop so bila orodja za vključevanje formativnega spremljanja v učni proces
prepoznana kot najučinkovitejša za učenje konceptov poučevanja osnov programiranja v pythonu. Pozitiven vpliv na
programiranja v pythonu, pri čemer je 65 % dijakov dalo sodelovanje in razumevanje dijakov poudarja pomen
prednost tem orodjem. vključevanja takih interaktivnih orodij v kurikul za izboljšanje
digitalne kompetence.
3.2 Analiza s t-testom
t-test je pokazal znatno izboljšanje angažiranosti in VIRI IN LITERATURA
razumevanja dijakov po uporabi orodij H5P za formativno [1] J. Hattie and H. Timperley, “The power of feedback,” Rev. Educ. Res.,
spremljanje. Povprečne ocene za angažiranost so se povečale s vol. 77, no. 1, pp. 81–112, 2007.
[2] P. Denton, J. Madden, M. Roberts, and P. Rowe, “Students’ response to
3,1 na 4,2 (p < 0,05), za razumevanje pa z 2,9 na 4,0 (p < 0,05). traditional and computer‐assisted formative feedback: A comparative case
Ti rezultati kažejo, da so orodja H5P učinkovita pri izboljšanju study: Computer-assisted formative feedback,” Br. J. Educ. Technol., vol.
39, no. 3, pp. 486–500, 2008.
učnih izkušenj dijakov pri računalniškem mišljenju. [3] J. Gillespie, K. Winn, M. Faber, and J. Hunt, “Implementation of a
mathematics formative assessment online tool before and during remote
3.3 learning,” in Artificial Intelligence in Education. Posters and Late Kakovostne povratne informacije
Breaking Results, Workshops and Tutorials, Industry and Innovation
Kakovostne povratne informacije so pokazale, da so dijaki Tracks, Practitioners’ and Doctoral Consortium, Cham: Springer
International Publishing, 2022, pp. 168–173.
cenili takojšnje povratne informacije, ki jih zagotavljajo naloge [4] F. A. Inan, D. L. Lowther, S. M. Ross, and D. Strahl, “Pattern of classroom
z orodji H5P, kar jim je pomagalo hitro prepoznati in popraviti activities during students’ use of computers: Relations between instructional strategies and computer applications,” Teach. Teach. Educ., svoje napake (Tabela 1). Vendar se je nekaterim dijakom zdelo, vol. 26, no. 3, pp. 540–546, 2010.
da je naloga odpravljanja napak zahtevna zaradi zapletenosti [5] “The basics,” H5p.org. [Online]. Available:
predloženih delčkov programske kode. https://h5p.org/documentation/for-authors/the-basics. [Dostopno: 18. 8.
2024].
[6] A. Vihavainen, M. Luukkainen, and J. Kurhila, “Multi-faceted support for
MOOC in programming,” in Proceedings of the 13th annual conference
Tabela 1: Ustreznost kakovostnih povratnih informacij on Information technology education, 2012.
[7] M. Guzdial, "Education: Paving the way for computational thinking,"
Communications of the ACM, vol. 51, no. 8, pp. 25-27, 2008.
Anketno [8] D. Team, Descriptive and inferential statistics, Descriptive and Inference Povprečna ocena Standardni odklon
vprašanje Statistics • Simply explained - DATAtab. 2023.
[9] D. Team, Level of measurement, Level of measurement • Simply
Interaktivnost 4,3 0,6 explained - DATAtab. 2023.
naloge
Učinkovitost 4,1 0,7
povratne
informacije
Izboljšanje učenja 4,2 0,5
4 RAZPRAVA
Ugotovitve kažejo, da so orodja spletne platforme H5P
dragocena za formativno spremljanje učnega procesa in
napčredka dijakov pri izobraževanju o računalniškem mišljenju.
Zdi se, da interaktivna narava nalog H5P v kombinaciji s
Utrjevanje snovi preko interaktivne sobe pobega
Consolidating Knowledge through an Interactive Escape Room
Simona Bežan
OŠ Komenda Moste
Glavarjeva cesta 37
Komenda, Slovenija
bezan.simona@oskomenda-moste.si
In this paper, I present how an interactive escape room was
POVZETEK used to consolidate knowledge about the history of the students'
V sodobni šolski situaciji se učitelji, učenci in drugi hometown. I created these escape rooms using Google Forms and
udeleženci učnega procesa srečujemo z vedno več ponudbami Deck Toys, where students could only "escape" by
različnih aplikacij, ki spodbujajo vključevanje učencev v učni demonstrating their knowledge of the local history they had
proces. learned during a guided walk and through the use of provided
V kolikšni meri bomo kot učitelji aplikacije vključili v pouk, literature.
je odvisno od naše pripravljenosti raziskovanja in preizkušanja
novosti. Velikokrat se pri uvajanju novih aplikacij pojavi, vsaj KEYWORDS
pri nas starejših učiteljih, strah pred neizkušenostjo, saj so učenci Information and communication technology, interactive
spretnejši pri uporabi le-teh. escape room, Komenda, collaborative learning, student
Učenci imajo radi sobe pobega, pri katerih je treba ob pomoči engagement
različnih ugank in namigov najti izhod iz zaprtega prostora v
omejenem času. Na takšen način namreč največkrat praznujejo
rojstne dneve. Zato sem tudi sama razmišljala, da bi ustrezno 1 UVOD
zasnovano sobo pobega lahko uporabila kot učno metodo pri Sodobne tehnologije in mediji se odražajo na vseh področjih
pouku. našega življenja. Razpoložljivost informacijskih in
V prispevku bom predstavila, kako je potekalo utrjevanje komunikacijskih tehnologij (IKT) je postala norma, ki kaže
snovi o zgodovini domačega kraja preko interaktivne sobe napredek in razvoj nekaterih družb. IKT se je iz udobja doma
pobega. Za učence sem v Google Forms in Deck Toys pripravila preselila tudi v šolske prostore, kjer spodbuja motivacijo
interaktivni sobi pobega. Iz sob so lahko pobegnili le tako, da so učiteljev, olajša dostop do informacij in podpira sodobne
pokazali znanje iz zgodovine domačega kraja, ki so ga dobili na pristope k poučevanju. IKT tudi olajša poučevanje otrok s
sprehodu po njem in s pomočjo pripravljene literature. posebnimi potrebami in učiteljem omogoča pristop k učencem z
različnimi učnimi stili. [1]
KLJUČNE BESEDE Večji del svojega učiteljskega dela poučujem v petem razredu.
Informacijsko-komunikacijska tehnologija, interaktivna soba Posebej se rada pripravljam na ure, ko pri predmetu družbe
pobega, Komenda, sodelovalno učenje, učenci spoznavamo Slovenijo in domači kraj. Čeprav imajo učenci pred
seboj zemljevid in pri urah ob razlagi uporabljam različne
ABSTRACT pripomočke, opažam, da jih še najbolj privlačijo virtualni.
In today’s educational environment, teachers, students, and
other participants in the learning process are increasingly 2 INFORMACIJSKO-KOMUNIKACIJSKA
presented with various applications designed to engage students TEHNOLOGIJA V ŠOLI more deeply. The extent to which we, as teachers, incorporate
these applications into our lessons depends largely on our »Učiti se« pomeni spoznavati nekaj novega, pridobivati novo
willingness to explore and experiment with new technologies. vedenje, nove izkušnje, razvijati nove spretnosti, odkrivati
For many older teachers, there may be some apprehension about neznana področja, razumeti sebe in svet, v katerem živimo, ter se
adopting new applications due to a lack of experience, especially v njem čim bolje znajti. Učimo in izobražujemo se tudi mi učitelji,
since students are often more adept at using them. še posebej tisti, ki smo starejši in ki nismo odraščali z digitalno
Students are particularly fond of escape rooms, where they tehnologijo, s katero se srečujemo zadnja leta.
solve puzzles and follow clues to find their way out of a confined In čeprav smo pri svojem delu sicer avtonomni, iščemo
space within a limited time. This activity is a popular way for različne metode in oblike dela, s katerimi bodo učenci prišli do
them to celebrate birthdays. Inspired by this concept, I znanja in osvojili cilje učnega načrta.
considered using a well-designed escape room as a teaching Ob različnih metodah in oblikah dela, ki jih vključujem v
method in the classroom. poučevanje, se trudim, da uporabljam tudi informacijsko-
komunikacijsko tehnologijo (IKT). Dnevno uporabljam že
izdelano interaktivno gradivo založb, pripravljam preproste le nekateri znali prepoznati in poimenovati posamezno
Power Point predstavitve, lotim pa se tudi kakšnega znamenitost, več pa ne.
interaktivnega kviza. Po skupnem obhodu in ustavljanju ob pomembnih objektih,
Hiter napredek in razvoj tehnologije nam starejšim učiteljem ob katerih povem o vsakem nekaj zanimivosti, spoznamo tudi
večkrat prinaša nelagodje. Tehnologijo lahko na ustrezen in pomembne može, ki so nekoč živeli v Komendi.
smiseln način vključim v pedagoški proces le, če poznam Seveda omenim tudi Tadeja Pogačarja, svetovno znanega
raznovrstno IKT in jo znam tudi učinkovito uporabljati. Znati kolesarja in pisatelja Ivana Sivca (ki sedaj sicer živi v Mengšu),
moram torej izbrati primerno metodo v okviru IKT na podlagi a je še vedno med prvimi najbolj branimi avtorji, posebej
vsebine, ki jo poučujem, in jo nato na ustrezen način vključim v mladinskih knjig.
pouk. Ustavimo se ob spomenikih, pomembnih zgradbah in kipih.
Zgodi se mi, da včasih dobim odpor do njene uporabe, saj mi Učni sprehod po Komendi opravim vsako šolsko leto, a so si
le-ta predstavlja izziv, ki ga nisem vedno pripravljena sprejeti. A tokrat učenci še z večjim zanimanjem zapisovali podatke, kot leta
podpora s strani mlajših kolegic mi da dodatno motivacijo. Nove poprej, saj sem jih predhodno spodbudila, da bomo po končanem
tehnologije v pouk tako uvajam postopoma, kot pripomoček za poučnem sprehodu v razredu snov ponovili in utrdili preko
učenje. zanimivega virtualnega popotovanja.
V prispevku bom predstavila, kako sem pri utrjevanju snovi Prejšnja šolska leta smo namreč po prihodu v razred izvedli
v razredu uporabila spletne obrazce Google Forms in program kviz, ki sem ga pripravila po vzoru oddaje oz. družabne igre Moja
Deck Toy. Z obema sem ustvarila interaktivno sobo pobega. Slovenija.
Priprava na tak pouk je za učitelja bolj zahteven, pri uri s
pripravljenim IKT gradivom pa je opazovalec in usmerjevalec 2.2 Soba pobega
dela, aktivni pa so učenci. Pomembno je tudi, da s takim delom Večkrat sem že poslušala učence, ki so v šoli z zanimanjem
spodbujamo, krepimo in ustvarjamo sodelovalno učenje pripovedovali, kako so praznovali svoj oz. rojstni dan prijatelja
2.1 Ura družbe Zakaj ne bi poskusili nekaj podobnega še v razredu? v sobi pobega.
Pri uri družbe z učenci raziskujemo tudi domači kraj in Zavedam se, da tehnologijo lahko na ustrezen in smiseln
obravnavamo njegovo zgodovino. Vsako šolsko leto znova način vključim v pedagoški proces le, če jo znam učinkovito
ugotavljam, da učenci svojega kraja in znamenitosti ne poznajo. uporabljati. Zato moram znati izbrati primerno metodo v okviru
Še dobro, da imamo kolesarja Tadeja Pogačarja, saj je učencem IKT na podlagi vsebine, ki jo poučujem, in jo nato na ustrezen
znan le roza oz. rumeno obarvan Pogačarjev rondo v Komendi. način vključiti v pouk.
Tako si v razredu najprej preko Power Point predstavitve Za to je potrebna volja in seveda pomoč mlajših kolegic.
ogledamo glavne znamenitosti Komende. V zvezek si zapišemo Prvo sobo pobega sem naredila v Google Forms. Za delo v
miselni vzorec (izdelan v Canvi – oblikovale smo ga skupaj v tem okolju je potreben le Google račun, ki je za uporabnike
aktivu). brezplačen. Učenci za reševanje ne potrebujejo računa in se jim
ni potrebno prijavljati. To orodje mi je všeč, ker lahko k
vprašanjem dodamo slike, posnetke in tako naredimo reševanje
preglednejše, nazornejše in zanimivejše.
V Google Forms sem sestavila vprašanja na temo zgodovine
domačega kraja. Vsako vprašanje je na nek način zaklenjeno in
učenci lahko z naslednjim nadaljujejo šele, ko pravilno
odgovorijo na trenutno vprašanje. To se mi zdi koristno, saj so
učenci tako primorani priti do pravega odgovora, sicer ne morejo
nadaljevati.
Stvar je še nekoliko otežena, saj morajo pri odgovorih paziti
tudi na slovnični zapis besede, sicer program odgovora ne zazna
kot pravilnega. Na to sem jih opozorila tudi na prvi strani, kjer
sem jim napisala navodila za reševanje nalog.
Ta način mi je všeč tudi zato, ker lahko za učence napišem
tudi namig, če napišejo napačen odgovor in jih tako usmerim na
Slika 1. Miselni vzorec o Komendi (VIR: lasten, zajem pravo pot. Nekatere skupine so imele težave z vprašanjem, v
zaslonske slike) katerem stoletju se je rodil Glavar, saj so pozabili, kako se določa
stoletje. V namigu sem jih spomnila na način določanja stoletja.
Naslednjo uro gremo skupaj z učenci na sprehod po Komendi Drugo sobo pobega sem ustvarila s programom Deck Toys.
in raziskujemo njeno zgodovino. Že pred sprehodom jih Tudi pri tem reševanju učenci ne morejo nadaljevati z delom,
spodbudim, naj pozorno poslušajo, mogoče tudi kaj zabeležijo v dokler pravilno ne opravijo naloge. Program je deloma
beležke, ki jih nesejo s seboj, saj jih bo na povratku v šoli čakalo brezplačen, za dodatne možnosti pa je potrebno doplačilo.
razburljivo virtualno potovanje. Menim, da je za učitelje osnovna verzija za popestritev pouka
Predvidevala sem, da so bodo učenci zapomnili nekatere od povsem zadostna.
znamenitosti, o katerih smo se pogovarjali predhodno uro, zato Ta program je na začetku nekoliko težji in zamudnejši, ko pa
jih poskušam na sprehodu čim bolj vključiti. Žal ugotovim, da so ga enkrat usvojiš, ti pomaga ustvariti zanimive naloge za učence.
Slika 4. Začetna stran sobe pobega (VIR: lasten, zajem
Slika 2. Primer navodil za učence (VIR: lasten, zajem zaslonske slike)
zaslonske slike)
Slika 5. Primer naloge (VIR: lasten, zajem zaslonske slike)
Ta program ima slabost, saj ne upošteva šumnikov, kar zna
biti pri reševanju nekoliko moteče. Na to sem učence opozorila
na začetni strani z navodili. Zdi se mi prav in koristno, da se
učenci naučijo natančno brati navodila, kar opažam, da v zadnjih
Slika 3. Namig pri enem izmed vprašanj (VIR: lasten, zajem zaslonske slike) letih poučevanja to postaja vedno pogostejša težava.
Omogoča ustvarjanje različnih tipov nalog: križanke, spomin, 2.3 Delo v razredu
sestavljanke, naloge povezovanja … Z različnimi tipi nalog tako Z učenci smo po prihodu v učilnico najprej pogovorili o sobi
lahko približamo učenje različnim tipom učencev. Z reševanjem pobega. Veliko jih je sobo pobega že obiskalo in so navdušeno
teh nalog so tako utrjevali snov in hkrati ugotavljali, koliko pripovedovali, kako so morali ob pomoči različnih ugank in
znanja so odnesli od pouka. namigov najti izhod iz zaprtega prostora v omejenem času.
Povem jim, da bomo v nadaljevanju ure preko virtualne sobe
pobega ponovili, kar smo na učnem sprehodu po Komendi videli
in slišali.
Učence sem razdelila v heterogene skupine. Upoštevala sem
znanje učenca, sposobnosti in socialno spretnost ter jih
spodbudila k sodelovalnemu učenju. Sodelovalno učenje je
oblika učenja v majhnih skupinah, v katerih učenci skušajo
doseči zastavljene učne cilje. Temelji na njihovi medsebojni
soodvisnosti in odgovornosti, pomembno pa je, da vsak doda Otroci, ki v teh časih hodijo v šolo, so ves čas vpeti v sodobno
svoj prispevek k skupni nalogi. tehnologijo, zato jim vsekakor moramo priti naproti in
Učenci se tudi bolje spoznajo med seboj, razvijajo skupinsko posodobiti način poučevanja.
identiteto, doživijo medsebojno podporo. Naučijo se spoštovati Kot učitelji moramo najti pravo ravnovesje med uporabo IKT
razlike med člani skupine in razvijajo sinergijo v skupini. [2] in uporabo drugih metod, kar pa pogosto ni prav lahko delo.
Skupinam sem razdelila tablice. Povezavo do obeh virtualnih IKT ne bo nadomestila učitelja, saj se ni sposobna vživeti in
sob sem jim pripela v Microsoft Teams, kamor so vključeni vsi prilagoditi vzdušju v razredu, pa tudi odzivnosti na posamezne
učenci. S klikom na povezavo so se jim odprla vrata do virtualne učne strategije ji manjka, lahko pa dinamično in všečno obogati
sobe, iz katere so poskušali čim prej pobegniti. Najprej so se lotili učiteljevo razlago in ostale faze njegovega dela.
sobe pobega v MS Forms, nato še drugo, narejeno v Deck Toys.
S skupnimi močmi so učenci poskušali razvozlati vprašanje ZAHVALA
in se tako prebiti do naslednjega. Opazovala sem jih, kako so Hvaležna sem svoji sodelavki Marjeti Kuhar, ki prav tako kot
brskali po svojih zapiskih in pripravljeni literaturi. Ni jim bilo jaz poučuje v 5. razredu. S svojim znanjem na računalniškem
težko prebrati niti daljšega besedila, pomembno je bilo, da so področju ter stalno pripravljenostjo pomagati, me spodbuja k
našli pravi odgovor. preizkušanju in uporabi novih aplikacij.
Ko je vsem skupinam uspelo pobegniti iz sob, smo skupaj
opravili refleksijo njihovega dela. Učenci so svoje znanje LITERATURA
označili za uspešno, prav tako zmožnost pridobivanja informacij [1] DUH, Maruša. (2020). IKT v šoli in doma. Magistrsko delo. Maribor. iz pripravljenih gradiv. Objavljeno na spletnem mestu:
https://dk.um.si/IzpisGradiva.php?lang=slv&id=78153, dne 16. 7. 2024
[2] Kocjančič Kuhar, V. (2016). Sodelovalno učenje pri utrjevanju
3 matematike. Murska Sobota. Objavljeno na spletnem mestu: PREDNOSTI IN SLABOSTI
https://www.zrss.si/kupm2016/wp-content/uploads/sodelovalno-
Prednost je zagotovo sodelovalno učenje. V kvizu, ki sem ga ucenje.pdf, dne 16. 7. 2024
izvajala prejšnja leta, je bil razred razdeljen v dve skupini in
čeprav so bile naloge različnega tipa, vsi učenci v skupini niso
sodelovali. Tokrat so bili bolj motivirani za delo, samostojno so
raziskovali in brskali po pripravljeni literaturi.
Pozorno so morali prebrati vprašanja, sicer so bili zapisani
odgovori prepoznani kot nepravilni in niso mogli nadaljevati z
delom.
Učenci so bili motivirani za delo in številni so nalogo opravili
tudi doma. Tako so snov še enkrat ponovili in poskrbeli, da si
boljše zapomnijo podatke o zgodovini svojega domačega kraja.
Slabost je ta, da moram vnaprej pripraviti tablice, ki ne
delujejo vedno , kot bi si želeli. Največkrat nas razočarajo tik
pred uporabo. Da pričnejo pravilno delovati, je potreben dodaten
čas in če še nisi strokovnjak na tem področju, potrebuješ
dodatnega časa še več. Tudi tokrat je bilo tako. Dve tablici
namreč nista delovali.
Prav tako je slabost tudi ta, da sem morala oblikovati
vprašanja, na katera so učenci odgovarjali z eno besedo ali
besedno zvezo. Zato sem potem učencem postavljala še dodatna
ustna vprašanja, da kljub vsemu niso bili prikrajšani za kakšen
podatek.
Paziti so morali tako na pravopisne kot na tipkarske napake,
saj se je zgodilo, da so našli pravilni odgovor, a so se zatipkali in
zato niso mogli naprej. Zato so si vtipkane odgovore zapisovali
na list in če niso prišli do naslednjega vprašanja, so me poklicali,
da sem preverila njihov zapisani odgovor. Če je bil zapisan pravi
odgovor, sem jih opozorila na tipkarsko napako in spremljala
njihov vnos, da je bil pralni odgovor tudi ustrezno vpisan.
4 ZAKLJUČEK
Čeprav učencem tokrat ni bilo potrebno najti izhoda iz
zaprtega prostora v omejenem času, kot je to v fizični sobi
pobega, ki so jo obiskali že kdaj prej, so tudi pri reševanju iz
virtualne pokazali zanimanje in motivacijo za ponavljanje, kar pa
je bistvo za uspešno delo in učenje.
Pouk matematike z IKT
Mathematics Lessons with ICT
Blanka Bizjak
Ekonomska šola Ljubljana
Slovenija
blanka.bizjak@presernova.si
POVZETEK
V današnjem svetu je poznavanje informacijsko- 1 UVOD
komunikacijske tehnologije (IKT) in povezovanje z ostalimi Učitelji potrebujemo vedno več znanja in izkušenj, da bi bili
znanji nujno potrebno. sposobni razumeti in se prilagoditi vsakodnevnim situacijam, ki
Učenje s pomočjo sodobne tehnologije dijake motivira in jim se pojavljajo v učnem procesu.
omogoča hitrejše in kakovostnejše doseganje učnih ciljev. Ko Pri predmetu matematika je učiteljeva IKT pismenost
IKT povežemo še s sodelovalnim učenjem, dijaki pri tem pomemben dejavnik. Prav tako kot razumevanja določene teme
razvijajo tudi druge pomembne kompetence 21. stoletja. je treba dijake naučiti uporabljati tehnologijo pri reševanju
V srednji šoli ima risanje geometrijskih likov, teles in funkcij matematičnih problemov. Pri vsakodnevnem delu v razredu
velik pomen pri poučevanju matematike. Pomembno je, da opažamo, da so sicer digitalno pismeni, a je njihova sposobnost
dijaki razumejo, kako liki, telesa in funkcije nastanejo in kako se zbranosti in sprejemanja informacij zelo kratka, zato jih je treba
spreminja njihova velikost in oblika pri različnih spremenljivkah. ves čas motivirati.
V prispevku je predstavljen pomen in primeri uporabe IKT V nadaljevanju bo predstavljeno, kateri IKT se uporablja pri
pri pouku matematike. Predstavljeno je delo dijakov, ki so pouku matematike. Natančneje bodo prikazane dejavnosti, ki so
samostojno ali v skupinah reševali problemsko strukturirane dijake spodbudile k sodelovalnemu delu, reševanju problemov,
naloge, pri čemer so morali pridobljeno teoretično znanje raziskovanju in obenem k aktivni rabi IKT v vseh fazah učenja.
uporabiti, da so naloge najprej rešili, nato pa jih kritično preverili Namen prispevka je prikazati, kako se lahko s tehnologijo
in raziskovali s pomočjo uporabe različne IKT. izboljša poučevanje in razumevanje matematike.
KLJUČNE BESEDE
2 IKT PRI POUKU MATEMATIKE
IKT, matematika, skupinsko delo
Kompetentnost učitelja je »sposobnost učinkovitega
ABSTRACT delovanja v številnih situacijah, ki sicer temelji na pridobljenem znanju, vendar ni omejeno s tem znanjem« [1]. In today's world, the knowledge of information and Spoznanje, da strokovno znanje le delno zagotavlja uspešno communication technology (ICT) and the connection with other delo v šolstvu, privede učitelja v nenehno skrb za osebnostni skills is absolutely necessary. razvoj. In sicer tudi na področju poučevanja z uporabo Learning by means of modern technology motivates students sodobnega IKT. and enables them to achieve learning goals faster and with better Pri matematiki učitelji uporabljamo IKT z namenom quality. When we connect ICT with collaborative learning, izvajanja matematičnih postopkov in obravnave kompleksnejših students also develop other important 21st century competences. matematičnih problemov, hkrati pa se na ta način omogoča tudi In high school, drawing geometric shapes, solid figures and kompenzacijo primanjkljajev v znanju in sposobnostih dijakov. functions is of great importance in teaching mathematics. It is Z uporabo IKT učitelji s poudarkom na osmišljanju important for students to understand how geometric shapes, solid matematičnih pojmov matematiko približamo dijakom na figures and functions are created and how their size and shape zabavnejši način. change according to different variables. Pri pouku matematike IKT uporabljamo, da bi: The article presents the importance and the examples of the
use of ICT in mathematics lessons. We presented the work of razvijali matematične pojme;
students who solved problem-structured tasks independently or raziskovali in reševali probleme ter modelirali;
in groups, where they had to use the acquired theoretical avtomatizirali določene postopke;
knowledge to first solve the tasks, and then critically check and shranjevali, razvrščali, urejali, predstavljali
research them, using various ICTs. rezultate dela;
preverjali znanje. [2]
KEYWORDS V nadaljevanju bodo predstavljeni primeri uporabe IKT pri
ICT, mathematics, group work pouku matematike.
2.1 Primer 1: MICROSOFTOVO ORODJE
ONENOTE
Interaktivna tabla omogoča, da se med urami uporablja
Microsoftovo orodje OneNote. V njem je za posamezen oddelek
oblikovan digitalni zvezek (slika 1), namenjen sprotnemu
sledenju pouka matematike. To orodje omogoča vnaprejšnjo
pripravo določenih gradiv, kar pripomore k večji strukturiranosti
pouka. Zapiske, ki nastajajo med poukom na koncu ure, je možno
deliti z dijaki. Prav tako se lahko pogleda katerakoli pretekla
snov oz. poljubna ura, s čimer se brez večjih težav ponovi snov,
na kateri temelji nadaljnja razlaga. Tak način poučevanja
omogoča, da je uporabljena tehnologija, ki je v danem trenutku
najbolj primerna, da bi dijaki lažje usvojili snov. Prednost
uporabe Onenote je tudi ta, da dijaki v enakem času rešijo več
nalog ter da jim nudi boljšo prostorsko predstavljivost snovi.
Vnaprej pripravljeno gradivo pomeni, da med poukom ostane
več časa za nadzor dela, komunikacijo in sodelovanje z dijaki ter
dodatno razlago, če česa niso razumeli. Vse, kar naredimo na Slika 2: Prikaz rešenih nalog z aplikacijo Geogebra na tabli, lahko shranimo, delimo ali uporabimo ob ponavljanju ter telefonu pripravi na preizkuse znanja.
2.3 Primer 3: RAČUNALNIŠKE
PREGLEDNICE IN GRAFI
Pri učni temi statistika dijaki uporabljajo program Excel za
izračun mediane, modusa in povprečne vrednosti. Dijaki, ki na
koncu opravljajo poklicno maturo, pa na ustnem delu uporabljajo
tudi program Excel pri določenih matematičnih situacijah, s
čimer pokažejo znanje prikazovanja podatkov s pomočjo tabele
in grafov (tabela 1 in slika 3).
Slika 1: Prikaz tabelne slike v digitalnem zvezku Tabela 1: statistika - primer uporabe
2.2 Primer 2: PROGRAM GEOGEBRA
Na poučevanje geometrijskih konceptov pozitivno vpliva
uporaba programov za dinamično geometrijo. Eden takšnih je
GeoGebra [3]. Gre za prosto dostopno aplikacijo, ki združuje
komponente geometrije, algebre in analize. Možnosti uporabe
GeoGebre zajemajo številne matematične vsebine. Med drugim
lahko z njeno pomočjo ponazarjamo geometrijske elemente in
obravnavamo njihove lastnosti, rišemo grafe funkcij in
obravnavamo njihove lastnosti, statistično obdelujemo podatke
ter ponazarjamo koncepte s področja verjetnosti. Program nam
omogoča spreminjanje lastnosti objekta in opazovanje teh
sprememb, s čimer pri dijakih spodbujamo vizualizacijo.
Prikazana je uporaba aplikacije GeoGebra pri pouku
matematike v drugem letniku srednje šole pri temi kvadratna
funkcija (slika 2). Aplikacija je brezplačna in dostopna tako na
Androidu kot na sistemu iOS in ima več kot 10 milijonov
prenosov.
Slika 3: Uporaba Excela
2.4 grafov ter matematičnih funkcij. Uporablja se lahko za različne Primer 4: PROGRAM PHOTOMATH
sistemu Android kot tudi na iOS. Dijaki uporabljajo Photomath Photomath [4] je aplikacija, ki deluje tako na operacijskem matematične naloge, kot so risanje grafov, reševanje enačb, analizo funkcij in drugo. Desmos je zasnovan za enostavno uporabo in je dostopen na za preverjanje svojih rešitev. Za prikaz rešitve se nalogo spletu ali v aplikaciji. fotografira, mobilna programska oprema PhotoMath prikaže Dijaki so imeli za nalogo, da s pomočjo matematičnih funkcij rešitev ali pa omogoči prikaz vseh korakov, ki so bili uporabljeni v Desmosu izdelajo črki svojega imena in priimka (slika 6). V za izračun. spodaj prikazanem primeru so potrebovali 20 različnih linearnih Prikazan je primer (slika 4), ko so dijaki preverjanje znanja funkcij z intervali. opravili v parih. Dijaka sta pred uporabo IKT izvedla najprej
medvrstniško vrednotenje. Med seboj sta pregledata rešitve in ob
tem razvijala še pozitivno komunikacijo, ki je nekonfliktna,
spoštljiva, hkrati pa sta uspela odločno predstaviti napake in
možnosti izboljšave.
Slika 4: Prikaz rešenih nalog z aplikacijo Photomath
2.5 Slika 5: Zrcaljenje zaslona Primer 5: ZRCALJENJE ZASLONA
Pri preverjanju znanja se uporablja zrcaljenje zaslona (ang.
Screen mirroring). To je tehnologija, ki omogoča prenos in
prikazovanje zaslona mobilne naprave na zaslon, v našem
primeru na projektor (slika 5). Na ta način lahko vsem dijakom
hkrati podamo kriterije uspešnosti. Prihranimo čas, ki ga
namenimo komunikaciji z dijaki in preverjanju, da so dijaki snov
res usvojili. Prikazan je primer, ko so dijaki najprej samostojno
rešili nalogo, sama pa sem medtem z mobilnim telefonom slikala
pravilno rešitev pri enem dijaku in jo projicirala na tablo.
2.6 Primer 6: MS TEAMS
Slika 6: Ustvarjanje v Desmosu
Za grajenje komunikacije z dijaki uporabljamo pri pouku tudi
MS Teams. Ekipe, ki jih ustvarimo za vsak razred posebej,
omogočajo prenos informacij in drugih gradiv vsem dijakom.
Klepet pa dijaki uporabljajo za individualni pogovor z učiteljem.
V MS Teams dijaki občasno oddajo tudi domačo nalogo in tako
dobijo povratno informacijo.
2.7 Primer 7: UPORABA PROGRAMA
DESMOS
Program Desmos [5] je razvil Eli Luberoff, profesor
matematike in fizike na Univerzi Yale. Uporablja se lahko kot
spletna ali mobilna aplikacija. Uporabniki programa si lahko
ustvarijo uporabniški račun, v katerega shranjujejo grafe, ki jih Slika 7: Igranje v Desmusu lahko kadar koli uporabijo. Desmos je interaktivno matematično
orodje, ki omogoča uporabnikom ustvarjanje in raziskovanje
Dijaki so poleg črk svojega imena, za zabavo, lahko pripravili
karkoli. In tako je pri domačem delu nastala slika 7.
3 ZAKLJUČEK
Kljub časovni stiski pri matematiki je pri individualnem delu
ali delu v skupinah in uporabi različnega IKT še bolj pomembno
zavedanje učitelja, da ne poda prehitro povratne informacije in
pusti, da dijaki sami popravijo svoje napake in imajo možnost za
izboljšanje.
Pri vsaki uporabi IKT dijaki niso usvojili le določene snovi,
temveč so se naučili tudi, kako preveriti in raziskati postopke
reševanja. Predvsem pa so se s pomočjo uporabe IKT naučili,
kako kritično analizirati svoje rezultate. Na ta način so bili bolj
motivirani, večkrat so tudi ponovili postopke reševanja in se učili
iz svojih in napak sošolcev.
LITERATURA IN VIRI
[1] Eurydice. 2002. Key Competencies: A developing concept in general
compulsory education.
[2] Sirnik Andreja, Bone Jerneja, 2016. Smernice za uporabo IKT pri
matematiki. Zavod za šolstvo
[3] Matematični program Geogebra. Dostopno na naslovu:
https://www.geogebra.org/
[4] Matematični program Photomath. Dostopno na naslovu:
https://photomath.com/
[5] Matematični program Desmos. Dostopno na naslovu:
https://www.desmos.com
Do boljšega razumevanja fizikalnih količin s pomočjo
temeljnih znanj računalništva in informatike
Towards a Better Understanding of Physical Quantities
through Fundamental Knowledge of Computer Science and
Informatics
Roman Bobnarič Lenka Keček Vaupotič
Gimnazija Ormož Gimnazija Ormož
Ormož, Slovenija Ormož, Slovenija
roman.bobnaric@gimnazija-ormoz.si lenka.kecek-vaupotic@gimnazija-ormoz.si
POVZETEK
V prispevku je predstavljena izvedba laboratorijskih vaj iz 1 Medpredmetno povezovanje malo drugače
fizike s pomočjo računalniške tehnologije na nekoliko drugačen Dijaki želijo delati praktično, kar dejansko pomeni, da
način. Velika praznina v pouku postaja razdeljenost med moramo povezovati znanje različnih predmetov. Vendar kljub
področji znanja in znanosti, ki je mladostniki sami ne zmorejo temu ostajamo pri pouku ločeni po predmetnih področjih. To se
zapolniti. Zato je bil projekt medpredmetne povezave zastavljen dogaja kljub medpredmetnemu povezovanju, kjer običajno en
tako, da dijaki spoznajo tako fiziko kot informatiko kot dve predmet prevzame vodilno vlogo, drugi pa ostane v vlogi
enakovredni znanosti, ki ena drugo nadgrajujeta in se povezujeta. podpornega predmeta.
Opisana je ideja, ki je pripeljala pouk od pogovora in priprave Zaradi motivacijskega učinka je uporaba fizičnega
gradiv do izvedbe vaj. Predstavljena je tudi izvedba v razredu in računalništva dobrodošla, ker dijakom nudi učinek takojšnjega
nekaj ključnih ugotovitev o izvedbi. odgovora in možnosti takojšnje povratne informacije. S tem je
poudarjena vloga povratne informacije, ki dijakom pomaga
KLJUČNE BESEDE razumeti, kaj delajo, učitelju pa predstavlja “pomočnika” pri
Računalništvo in informatika, fizika, fizično računalništvo, njegovem delu.
micro:bit Fizika je v osnovi znanost, kjer lahko dijaki dobijo znanja iz
zelo različnih področij, ker se s snovjo dotika praktično vsakega
ABSTRACT dela našega življenja. Ljudje to običajno začutimo, ko moramo
kaj narediti s svojimi rokami, ne le z razmišljanjem. Zato je
The article presents the implementation of physics lab pomemben del pouka laboratorijsko delo, s katerim dijaki
exercises using computer technology in a slightly different way. razvijajo ročne spretnosti in sposobnosti reševanja problemov.
A significant gap in education is the division between fields of Pri tem spoznavajo povezanost različnih področij znanosti, ki se
knowledge and science, which adolescents are unable to bridge prepletajo tudi s pomočjo sodobne komunikacijske in
on their own. Therefore, the project of interdisciplinary informacijske tehnologije. integration was designed so that students would understand both
physics and computer science as two equal sciences that 1.1 Enakost? complement and connect with each other. The idea that led the
teaching process from discussions and preparation of materials Med svojim delom učitelji, kakor tudi dijaki, spoznavamo, da
to the implementation of the exercises is described. The se zaradi časovnih okvirjev in zaporedja snovi posameznega
execution in the classroom and some key findings about the predmeta različni predmeti težko povezujejo med sabo. Tako se
implementation are also presented. običajno zgodi, da en predmet prevzame vlogo prvega oz. učnega
The conclusion of the article outlines plans for future work predmeta, drugi predmet pa je potem le vir podatkov ali metod
and the use of this approach in addressing other topics in physics dela. Na takšen način učitelj drugega predmeta pri pouku ne
and computer science, with the possibility of transferring it to doseže vseh ciljev, čas pa teče ne glede na to, kaj je bilo
other subjects. doseženega. Zato pride do razhajanja, ker imajo predmeti na
razpolago le določeno kvoto časa.
KEYWORDS Zaradi dela v skupini projekta MINUT NAPOJ
(http://naslokar.fmf.uni-lj.si/FMF/MINUT-NAPOJ/MINUT-
Computer science, physics, physical computing, micro:bit
NAPOJ-predstavitev.html#domov) sva se zavedala te pasti in sva
v osnovi skušala zmanjšati to razliko ter obema predmetoma
določila cilje kot izhodišče načrtovanja.
1.2 in preračun vrednosti izrazov. Ker so bile rešitve pridobljene Povezovanje znanja
S stališča fizike so laboratorijske vaje lahko namenjene zgolj programiranja, saj so videli, da je uporabno tudi za njihovo delo bliskovito hitro, je veliko dijakov začelo iskati pot do
izvajanju meritev ali pa so namenjene merjenju in razumevanju
in učenje. Tako je nastal krožek programiranja, kjer so dijaki
poti do meritev. V času nenehne dostopnosti do podatkov
postajajo poti do podatkov in znanja bolj pomembne kot podatki običajno zmanjkalo zagona in idej. In tako sva praviloma vsake spoznavali osnove programiranja. A ne za dolgo, ker jim je
sami. Zato so laboratorijske vaje odlična priložnost spoznati pot.
podatkov, smiselnost in uporabnost ter obseg podatkov in še kaj. sva vseeno oba našla pogosto izraženo željo dijakov, ki so vedno Žal to prinese tudi več razmišljanja izven območja udobja, ki ga znova izražali, da bi si želeli več uporabe računalnika oz. IKT pri dijaki ne sprejmejo kar tako. ostalih predmetih. In ne samo pot, tudi način pridobivanja podatkov, prenos informatike pri ostalih predmetih. V analiziranju svojega dela pa toliko časa ostala brez dijakov, ki bi jih zanimala uporaba
izmeriti. Z rezultati takih meritev je možno nadaljevati s Da bi ugotovili uspešnost dela, je bilo treba spremembo tudi V tem obdobju sva izvedela za seminar Izzivi poučevanja informatike v OŠ in SŠ na Fakulteti za matematiko in fiziko, ki primernim načrtovanjem, da se izognemo nesmotrni rabi časa in se izvaja že več let in ki sva se ga oba udeležila in kmalu postala dela ter izboljšamo uspešnost. Zato so dijaki izpolnili anketni del večjega projekta skupine učiteljev pod vodstvom dr. Andreja vprašalnik pred in po izvajanju aktivnosti. Z anketnim Brodnika in mag. Matije Lokarja – MINUT NAPOJ. Ta projekt vprašalnikom sva želela izmeriti odnos do obeh predmetov, je bil nadaljevanje prvotnega projekta NAPOJ. Osnovni cilj predznanje in predvsem spremembo, ki bi nastala med slednjega je bil sestaviti skupnost učiteljev, ki bi se dobivali, drugačnim načinom dela. izmenjevali svoje izkušnje, izmenjevali gradiva, se pogovarjali o
svojem pouku in izvedbi istih stvari pri drugih učiteljih. Pri
2 osnovnem projektu NAPOJ so sodelujoči spoznali, da je Vse že imamo, a ne uporabljamo
pomembna sestavina skupnosti skupna izdelava različnih učnih
Med opravljanjem laboratorijskih vaj kakor tudi ostalih gradiv. Na ta način so uspeli doseči, da projekt ni doživel konca
dejavnosti pri pouku fizike se pojavlja čedalje več stvari, ki kot veliko drugih projektov. Večina projektov se namreč po
nakazujejo, da bi morali v pouk vključevati uporabo uradnem zaključku konča in za njimi se običajno izgubijo sledi.
informacijske in komunikacijske tehnologije. To je izraženo na Tokrat se to ni zgodilo in rodilo se je nadaljevanje – MINUT
različnih ravneh – od želja dijakov, vodstva, učnih načrtov in še NAPOJ, kjer gre v bistvu za prenos idej mednarodnega gibanja
česa. Težava pa se pojavi takoj, ko to v resnici želimo narediti, STEM v izobraževanje in dopolnitev za naše šolsko delo.
ker so med dijaki zelo velike razlike v znanju in spretnostih. Ravno v tem projektu smo se prvo leto posvetili razmišljanju
V nadaljevanju bo prikazan način dela pri povezovanju in o tem, kako bi lahko povezovali predmete na način, da bi dijaki
spoznavanju osnovnih korakov fizičnega računalništva. Vsak dosegali cilje obeh (oziroma vseh) predmetov. Da ne bi bil eden
dan imajo dijaki večino časa pri sebi naprave, ki so polne zgolj vir podatkov, tabel, enačb in še česa za delo pri drugem. Ko
senzorjev, ki snemajo njihovo okolico, dogajanje in se na to, kar smo v začetku sestavljali zapise načrtov in predstavljali projekte
zaznavajo, tudi samostojno odzivajo. Ko smo se v uvodu kolegom, smo bili kot osnovnošolci, saj je marsikdo skoraj
aktivnosti pogovarjali o tem, so imeli dijaki ogromno idej, kako obupal, ko je po tri- ali večkrat popravljal svojo dokumentacijo.
uporabiti svoje naprave. Imajo ideje, s katerimi bi radi rešili svet, A se je vseeno splačalo.
a se zavedajo tudi, da ga ne morejo rešiti preko noči, ampak le z Na koncu smo dosegli, da smo jasno zapisali svoje ideje in
majhnimi koraki. Zato smo učitelji pozvani tudi k temu, da jim cilje. To nam je pomagalo, da smo lahko ocenili in uravnovesili
njihova vsakdanja orodja razsvetlimo v novi luči in jim svoj pouk za oba predmeta.
približamo načine, s katerimi lahko sami opazujejo svet okoli Kaj je boljšega od tega, ko se lahko pri pouku tudi igramo?
sebe tudi s pomočjo teh naprav in orodij, ki jih že poznajo in Tudi oba učitelja sva se igrala, ne le dijaki. Najprej sva morala
uporabljajo. Tako so npr. v šoli pri računalniških dejavnostih sama najti smisel, način in smoter uporabe teh “igračk”, ki jih
dijaki že uporabljali micro:bite, ki pa so služili zgolj učenju danes nosimo v žepih čisto vsi. programiranja.
Tako smo ugotovili, da lahko tudi micro:bit uporabimo za
merjenje velikega števila parametrov, s katerimi bi lahko 3 Ideja
opisovali spremembe okolja, kakor tudi spremembe našega V osnovi je bil cilj pri fiziki zastavljen precej višje, saj je življenja, ki je od teh sprememb odvisno. zvenelo zelo lepo, da imamo merilnik, ki ga lahko sami
2.1 sprogramiramo in uporabimo za vse meritve. Ko smo začeli Povezovanje predmetov
pregledovati tehnične karakteristike micro:bita, je kmalu fizik
Delo na povezovanju fizike in informatike se je pripravljalo doživel prizemljitev. Micro:biti delujo preko termometra, ki je na
kar nekaj časa, preden je bila aktivnost izvedena. Pred to izvedbo procesorju in ima očitno nekaj izolacije, ki onemogoča hitre
pouka sva se večkrat že dogovorila in izvedla kakšno dejavnost odzive, ne sme doživeti previsokih temperatur, ne sme se zmočiti
skupaj. Pri informatiki so dijaki pripravljali projektne naloge s in še kaj. Ima pa ta lastnost tudi stranski učinek – napako. V
tematiko drugih predmetnih področij, med katerimi je vsako leto vsakem primeru kaže termometer temperaturo, ki je nekoliko
bila prisotna fizika. Pri fiziki smo se z dijaki lotevali izvajanja drugačna od tiste v okolici. In to je bil namig, ki je rešil zagato.
poskusov z računalniškimi meritvami, kjer so potrebovali pomoč Poudarek ne bo na merjenju temperature, ampak na merjenju
informatike, ker niso imeli dovolj znanja. Pri fiziki so dijaki napake, pogovoru o napakah in o tem, kako napako odstraniti.
velikokrat srečali programiranje. Tu je bilo programiranje v To pomeni kalibrirati termometer.
jeziku Python uporabljeno za vnos podatkov za različne naloge
Zelo priročno orodje je v tem primeru računalnik, kjer lahko 3.3 Izvedba
drugega. Torej imamo skoraj idealno orodje za delo, merjenje in Izvedba pouka se je začela z načrtovanjem na srečanju izmerjene količine popravimo, preden jih uporabimo za kaj
učiteljev projekta MINUT NAPOJ, ko smo iskali primerne
učenje. Zdaj je treba le še najti prostor in čas, ko se lahko vse to
projekte za izvedbo v šoli in smo sestavljali načrte dela. Za tem
izvede.
je sledilo kar dolgo obdobje, ko sva oba učitelja pri svojih
3.1 predmetih opazovala dijake, si zabeležila kakšno posebnost in jih O projektu
že pred tem pripravljala na aktivnost, ki jo bodo izvedli. Pri fiziki
Projekt povezovanja fizike in informatike se je začel z smo izvajali laboratorijske vaje na klasičen način, saj je bil cilj
načrtovanjem ciljev in načina, kako izvesti meritve, s čim meriti, tudi izvedeti razliko in stališče dijakov do tega, kako pri pouku
kako dolgo in kaj izmeriti. Načrtovala sva, da bodo laboratorijske poskuse izvajati.
vaje izvedene v dveh šolskih urah, a je bilo treba dodati še eno Druga faza izvedbe pa se je začela nekaj dni pred izvedbo, ko
uro, da smo lahko (tako dijaki kot oba učitelja) rešili ankete pred sva oba dijake opozorila, da bomo tri ure skupaj izvajali
izvedbo in po izvedbi pouka. Tako je celoten projekt trajal tri laboratorijsko vajo s pomočjo IKT. Med dijaki je bilo zaznati
šolske ure. Vendar je bila dodatna ura koristno izrabljena. Ankete pozitivno pričakovanje, saj so že kakšen dan prej bili precej
smo namreč izvedli, da izmerimo, kaj se bo spremenilo in na kaj radovedni in so spraševali o poskusih ter o tem, kako bo delo
bo vplivalo spremenjeno delo pri pouku. potekalo …
Ker smo micro:bite imeli na šoli v zadostnem številu, sva se Manjša težava je bila v urniku dobiti dovolj ur za izvedbo
lotila programiranja in povezovanja ter celoten projekt, še preden takšne aktivnosti. Šola nama je v urniku omogočila premik
so se ga lotili dijaki, izvedla sama. Oba sva pri tem bila predmetov, da je nastalo zaporedje treh ur fizike in informatike,
prepričana, da bo časa premalo, a sva vseeno pustila časovno ko sva lahko izvedla pouk v računalniški učilnici. Pri tem sva
omejitev treh ur. Ob najinem izvajanju sva dobila še idejo, da bi pred izvedbo preverila tudi, ali bodo mize v računalniški učilnici
dijaki na micro:bite povezali še zunanji senzor. Na spletu smo na zadostovale in bo na njih dijakom uspelo zložiti, sestaviti in
pripravah projekta MINUT NAPOJ našli zunanji senzor z izvesti celoten poskus.
oznako BMP180, ki je meril temperaturo, tlak in vlažnost in je Izvedba se je začela z reševanjem anketnih vprašalnikov in s
bil idealen za projekt. A se je v ustreznem času dalo dobiti le tem meritvijo začetnega stanja. Po tem delu smo izvedli skupni
enega, pozneje pa več ni bil na voljo. Zato sva to idejo le uvod, kjer sva tako fizik kot informatičarka vsak iz svojega
zabeležila kot možnost nadgradnje projekta z boljšimi dijaki. zornega kota predstavila delo naslednjih treh šolskih ur. Dijake
Hkrati pa smo našli tudi komplet (Minode), ki omogoča sva pozvala, naj premislijo in se odločijo, ali si želijo delati
povezovanje micro:bitov na enostavnejši način. A je za namene samostojno ali v parih.
našega projekta komplet predrag, predvsem glede na to, da smo Sledila je predstavitev delovanja micro:bita in njegove
v šoli že imeli dovolj veliko število micro:bitov. funkcije, ki so jih dijaki spoznavali na enostavnih primerih
3.2 Operativni učni cilji naj se zgodi …). Dijaki so potrebovali nekaj časa in poskusov, uporabe (npr. izpiši svoje ime na zaslon, ob pritisku na gumb A
Za izvedbo sva si zastavila dokaj širok obseg operativnih da so spoznali način prenašanja kode na micro:bite, a je postopek
ciljev, ki smo jih v veliki meri dosegli: dovolj enostaven, da so se ga vsi naučili po že nekaj primerih
programiranja (Slika 1). Dijak je sposoben uporabljati IKT tehnologijo pri izvajanju
fizikalnih poskusov in razvija sposobnosti za učinkovito in
uspešno pripravo, izvajanje in analizo poskusov.
Dijak spozna in zna uporabljati računalniško tehnologijo in
programsko opremo ter s programiranjem rešiti preproste
probleme.
Dijak zna posamezne strokovne teme obravnavati v luči
problemov ter se usposablja za učinkovito in konstruktivno
sodelovanje v skupini/paru.
Dijak pozna pomen in vlogo digitalne/računalniške
tehnologije, jo spozna in zna uporabljati.
Dijak razvija ustvarjalno mišljenje in sposobnost reševanja
problemov.
Dijaki znajo izmeriti izbrane fizikalne količine.
Dijaki znajo izmerjene vrednosti prikazati v tabele in grafe.
Cilji so postali vodilo za delo, na katere sva dodala še vsebino, Slika 1: Preizkušanje osnovnih funkcij micro:bitov.
ki je omogočala, da so dijaki lahko samostojno ali z vodenjem
posegli na novo področje dela in razmišljanja. Dijaki pred Naslednji korak je bilo spoznavanje merjenja fizikalne
izvedbo teme niso imeli izkušenj s programiranjem, kakor tudi količine, ki se je izpisovala na zaslonu micro:bita. V tej fazi so
ne s samostojnimi laboratorijskimi vajami. dijaki med pogovorom spoznali, da dobivajo različne rezultate,
čeprav se nahajajo v istem prostoru. Zato je takoj sledila razlaga
učitelja fizike, ki je prevzel zgodbo in dijake pozval, naj
poskušajo sami poiskati izvor teh napak. Ko smo s skupnimi
močmi ugotovili nekaj možnih virov napak, smo skupaj 4 Refleksija
pogledali še v tehnične karakteristike micro:bitov in ugotovili, da Po izvedbi določene učne teme na nov način se učitelju imajo določena odstopanja. Ko je učiteljica informatike pojasnila odpirajo številna vprašanja, ali je delo uspelo, kaj spremeniti in še vpliv porabe energije v procesorju med delovanjem če bi se to splačalo ponoviti. Čeprav se učitelji trudimo biti programov in toplote, ki se zato pri tem sprošča, smo imeli dovolj objektivni, načrtovati, evalvirati ves čas in tudi ocenjevati, pa razlogov, da se lotimo umerjanja. včasih pride tudi trenutek, ko se vmes postavi naš subjektivni V naslednjem koraku so dijaki spoznali namen uporabe pogled. Ravno zato, da se to ne zgodi, smo pod vodstvom spremenljivk (Slika 2). Z njimi smo si pomagali izračunati projekta MINUT NAPOJ [2] vsi izpolnjevali anketo – dijaki in razliko, ki so jo morali upoštevati v svojih meritvah. oba učitelja.
Ugotivila sva, da je šlo za zelo intenzivno izvedbo pouka, saj
sva morala dijake naučiti ne le izmeriti nekaj številk, ampak jih
tudi usmeriti na pot razmišljanja o globljih ciljih fizike in
informatike.
Večina dijakov je izrazila spremembo v smeri večjega
interesa za oba predmeta. Seveda to ni bil kvantni preskok, da bi
lahko trdili, da so zdaj vsi dijaki usmerjeni samo v fiziko in
informatiko, a se je opazil premik na celotni ocenjevalni lestvici
v smer pozitivnih izkušenj za oba predmeta. Presenetljivo je bilo,
da so dijaki izrazili, da jim je programiranje lažje, kot so
pričakovali. V prihodnje bi radi več takšnih aktivnosti. A je bilo
nekaj tudi sporočil, da ne smemo z IKT pretiravati.
Slika 2: Del programske kode 15
računalnik, kjer lahko z zabeleženimi podatki naredimo več kot Na koncu smo raziskali še možnost prenosa podatkov v v 10 ko ija le to, da jih prikažemo na prikazovalniku merilnih naprav (Slika d 5 3). Iz njih lahko sestavimo tabele in grafikone, se ob podatkih št.
lotimo drugačnih analiz. Morda celo primerjamo podatke
različnih merilnih postaj med sabo in iščemo vzroke ter 0
posledice. Odprtih je veliko možnosti. da delno ne
prej potem Fizika me zanima
Grafikon 1: Sprememba v odnosu do fizike
Ko sva svoje delo evalvirala tudi sama, sva ugotovila, da je
najino mnenje precej podobno tistemu, ki so ga izrazili dijaki.
Strinjala sva se, da je zelo dobra aktivnost, ki bi jo bilo treba še
nadgraditi in tudi kdaj izvesti. V skupini sva opazila nekaj
posameznikov, ki so se takega načina dela lotili zelo težko in jim
ni ustrezalo. To sva predvidevala že pred začetkom dela. Zato
sva načrtovala delo v parih in po izbiri samostojno. A za te
posameznike bo treba najti še kakšen način dela, da se odprejo in
pri pouku zaživijo tudi na ta način.
5 Zaključek
Po premisleku glede opravljenega dela in rezultatov
ugotavljava, da je opisana aktivnost primerna za trajno vključitev
v pouk obeh predmetov. Po pridobljeni izkušnji je bilo zaslediti,
da podpira izvedbo ciljev obeh predmetov, ki jih logično
povezuje in ustvarja nekakšen okvir, kjer eni omogočajo izvedbo
drugih in obratno. Fizika namreč ni samo stvar laboratorijev,
Slika 3: Prikaz merjenja temperature. ampak stvar realnega življenja, informatika pa se prepleta v vse
niti našega življenja s tehnologijo in razvojem novih načinov
pogovora. V obeh aktivnostih so dijaki izrazili veliko zanimanja Glede na izvedbo, ki je bila pripravljena, dokumentirana in za podobno delo še v prihodnje. analizirana še s strani strokovnjakov s področja RIN na FRI in Za konec smo izvedli še evalvacijo s pomočjo ankete in sprejemanja realnosti.
FMF ter drugih učiteljev projekta MINUT Napoj, bo ta aktivnost
ostala vključena v redno delo pri pouku še v naslednjih letih.
Glede na spremembe, ki se trenutno dogajajo na področju
posodabljanja učnih načrtov, dejavnost ustreza trendom na tem
področju. Oba učitelja si želiva slediti spremembam pedagoške
in didaktične prakse. Zato načrtujeva, da bo nastalo še več
podobnih aktivnosti.
Zahvala
Zahvala za izvedbo celotnega projekta gre v prvi meri
dijakom, ki so vztrajali in nama dovolili pri pouku
eksperimentirati z njihovim časom in znanjem. Hkrati bi se
zahvalila tudi vsem sodelavcem, ki so nama priskočili v pomoč
z nasveti, in vodstvu šole, ki je imelo dovolj razumevanja za
drugačnost dela, ki je bilo opravljeno. Zahvaljujeva se najinim
kolegom iz projekta MINUT NAPOJ, ki so s svojimi komentarji
že v osnovi v nama spodbujali razmišljanje o pouku na drugačen
način in seveda mentorjema, dr. Andreju Brodniku in mag. Matiji
Lokarju, ki sta bila zelo dobra podpora in vodnika na tej poti
odkrivanja.
Viri
[1] Brodnik, A., 2023: 1+1=4. Zbornik povzetkov konference STEAMColab
2023. https://digitalna.uni-lj.si/wp-
content/uploads/2023/09/STEAMCOLAB23_zbornik-%E2%80%93-
koncna-verzija_14_9.pdf.
[2] Lokar M., 2023: Projekt MINUT NAPOJ. http://naslokar.fmf.uni-
lj.si/FMF/MINUT-NAPOJ/MINUT-NAPOJ-predstavitev.html#domov.
[3] Devine, j. et. al. MakeCode and CODAL: Intuitive and efficient
embedded systems programming for education. Journal of Systems
Architecture, Volume 98, September 2019, Pages 468-483,
https://www.sciencedirect.com/science/article/pii/S1383762118306088
[4] S. Hodges, S. Sentance, J. Finney and T. Ball, "Physical Computing: A
Key Element of Modern Computer Science Education," v Computer, vol.
53, no. 4, str. 20-30, april 2020,
https://ieeexplore.ieee.org/document/9062372.
[5] Przybylla M., Romeike R., Key Competences with Physical Computing,
https://publishup.uni-potsdam.de/opus4-
ubp/frontdoor/deliver/index/docId/8290/file/cid07_S351-361.pdf.
Prepletanje kmetijske stroke, strokovne informatike in
statistike ter knjižničnih znanj
Interweaving Agricultural Expertise, Professional Informatics,
and Statistical and Library Knowledge
Darinka Bosnar
Šolski center Šentjur
C. na kmetijsko šolo 9, 3230 Šentjur
darinka.bosnar@sc-s.si
context in which it can be understood in relation to agricultural
POVZETEK production.
Prispevek predstavlja primer dobre prakse povezave Students are faced with a practical challenge, where they must
kmetijske stroke in računalništva. Z dodatkom knjižničnih znanj, identify the appropriate potato variety based on client
to je navajanja literature, pridemo do končnega izdelka requirements and educate the clients about the characteristics of
študentov. the variety and the necessary agronomic measures.
Namen predstavljenega primera je, da predavatelj med Finally, they present their product and ensure correct source
izvajanjem učne ure vključi čim več spletnih vsebin, s pomočjo citation.
katerih podkrepi navedena dejstva. Poleg tega je tudi študentom
lažje, saj lahko sami ponovijo in predelajo obravnavano snov, kar KEYWORDS
je še pomembneje v primeru študija na daljavo. potato, seed houses, hyperlink, SiStat database, online
S pomočjo spletne podatkovne baze Statističnega urada RS resources
študenti poiščejo ustrezne podatke in jih ovrednotijo v času in
prostoru. Na konkretnem primeru študentje razložijo pomen
predstavljenih statističnih podatkov ter v kakšnem kontekstu jih 1 UVOD
lahko razumemo glede kmetijske proizvodnje. Današnji čas nam v izobraževanju postavlja vedno več
Študenti so postavljeni pred praktični izziv, saj morajo na izzivov. Na razpolago imamo več učnih metod, več učnih
podane zahteve strank poiskati ustrezno sorto krompirja in sredstev, ki omogočajo raznolike in bolj pestro obarvane pristope
stranke poučiti o posameznih sortnih značilnostih ter k poučevanju. Prav gotovo je medpredmetno povezovanje tista
agrotehničnih ukrepih. dodana vrednost, ki omogoča preplet različnih predmetov in tako
Na koncu predstavijo svoj izdelek in poskrbijo za pravilno bolj obogateno podajanje učnih vsebin. Pri tem pridobi predvsem
navajanje virov. stroka, saj lahko obogatena s splošnimi predmeti ponudi nekaj
več. Hkrati pa se na ta način še bolj pokaže pomen
KLJUČNE BESEDE splošnoizobraževalnih predmetov in podpornih znanj, saj so
krompir, semenarske hiše, hiperpovezava, podatkovna baza oplemenitena s stroko veliko bolj koristna in dosežejo tisti pravi
SiStat, spletni viri namen. Saj poznamo tisto … kaj nam bo matematika, saj je ne
bomo rabili. Če pa ji je dodan praktični pomen, potem je to čisto
connecting agricultural expertise with computer science. By This article presents an example of good practice in V tem članku bo predstavljena praktična povezava stroke in računalništva. ABSTRACT nekaj drugega.
incorporating library skills, particularly literature citation,
students are able to produce a final product. 2 ŠOLSKI CENTER ŠENTJUR
The purpose of the presented example is to encourage the
lecturer to include as many online resources as possible during Je šola z dolgoletno tradicijo. Njen začetek sega v leto 1910.
the lesson, thereby reinforcing the facts presented. This approach Danes Šolski center Šentjur sestavljata dve enoti: Srednja
also benefits students, as they can independently review and strokovna in poklicna šola ter Višja strokovna šola. V sklopu
process the material, which is especially important in the context zavoda deluje tudi dijaški dom. Srednješolsko izobraževanje
of distance learning. obsega programe nižjega, srednjega poklicnega, srednjega
Using the online database of the Statistical Office of the strokovnega in poklicno tehniškega izobraževanja s področja
Republic of Slovenia, students find relevant data and evaluate it kmetijstva, živilstva in veterine. Višja strokovna šola ponuja štiri
in terms of time and space. In a specific example, students izobraževalne programe: Gostinstvo in turizem, Naravovarstvo,
explain the significance of the presented statistical data and the Upravljanje podeželja in krajine ter Živilstvo in prehrana. V
sklopu šole je še šolsko posestvo [1].
Permission to make digital or hard copies of part or all of this work for personal or
classroom use is granted without fee provided that copies are not made or distributed
for profit or commercial advantage and that copies bear this notice and the full
citation on the first page. Copyrights for third-party components of this work must
be honored. For all other uses, contact the owner/author(s).
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
© 2024 Copyright held by the owner/author(s). Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia D. Bosnar
3 ŠTUDIJSKI PROGRAM UPRAVLJANJE 3.2.1 Podatkovna baza SiStat
PODEŽELJA IN KRAJINE Na spodnji sliki 2 so prikazane naloge, ki so jih študenti dobili
v zvezi s statističnimi podatki.
Študenti imajo tekom izobraževanja v programu Upravljanje
podeželja in krajine tudi predmeta Gospodarjenje v poljedelstvu
in vrtnarstvu [2] ter Strokovno informatiko in statistične metode
vrednotenja [3].
Sama imam v omenjenem programu predavanja in vaje iz
»računalništva«, obenem pa sem tudi knjižničarka. Moja
osnovna stroka je kmetijska, zato jo še kar negujem, da mi ne gre
preveč v pozabo. Sem tudi praktične narave, zato vedno iščem
možnosti, kako se da uporabiti znanja in veščine splošnih
predmetov v praksi, v vsakdanjem življenju.
In tako sem prišla na idejo, da bi pri vajah iz statistike
obravnavali praktične primere, ki bi jim dodali še teoretične
vsebine. Želela sem namreč celo vsebino še nadgraditi in jo
postaviti v bolj strokovne okvire, da bo kot celota imela zadostno
težo. Za začetek so se mi zdele najbolj primerne poljščine. In
tako sem po dogovoru s predavateljico »poljedelstva« izbrala Slika 2: Prvi del praktične naloge – statistični podatki
krompir.
V ta namen smo uporabili podatkovno bazo Statističnega
3.1 Obravnava snovi s pomočjo hiperpovezav urada Slovenije, SiStat [4]. Izbrali smo področje Kmetijstvo,
Cela zadeva je ponovitev srednješolske snovi o gojenju gozdarstvo in ribištvo, znotraj tega pa Rastlinska pridelava →
krompirja z nadgradnjo vsebin in praktičnimi nalogami. V ta Pridelki in površina → Pridelava poljščin. Na sliki 3 je prikazan
namen sem naredila predstavitev v Microsoftovem PowerPointu zaslonski posnetek izbirnih polj v konkretnem primeru.
in vsebino opremila s spletnimi viri, torej hiperpovezavami Navodila na delovnem listu:
(rumeni simboli na sliki 1). Tako sem vključila tudi knjižnična Glede na vašo številko s povezave »Naloge« izberite ustrezne
znanja, saj je pomembno, da študenti tudi sami dalje raziskujejo kriterije v podatkovni bazi SiStat: in tako pridobivajo širša znanja. Prav tako je pomembno, da • Meritve
znajo pravilno navajati spletne vire. • Vrste posevkov na njivah
• Leto
Izpišite podatke, kopirajte tabelo in v ta delovni list na označeno
mesto prilepite le-to tabelo. Nato kliknite na tej spletni strani na
grafikon, ga kopirajte in tudi njega prilepite spodaj na označeno
mesto. Pomanjšajte ga tako, da bo ves viden. Na pripravljeno
mesto še prilepite vir. To je spletni naslov, na katerem ste
»narisali« grafikon. Spodaj napišite komentar grafikona.
Slika 1: Izsek študijskega gradiva
Obe s sodelavko sva bili prisotni pri vseh teh aktivnostih v
razredu, pri obeh predmetih, ki sta potekala v računalniški
učilnici. Najprej je kolegica izvedla predavanje o krompirju,
njegovi pridelavi in agrotehničnih ukrepih ter zakonodaji s tega
področja. V ta namen je uporabila e-predstavitev, ki sem jo
vnaprej pripravila. Nato so študenti vsak na svojem računalniku
snov ponovili, s tem da so uporabljali hiperpovezave. Slika 3: Zaslonska slika podatkovne baze SiStat in izbirnih
polj glede pridelave krompirja v Sloveniji
3.2 Praktična naloga Da smo dodali obravnavi celotne snovi še nekaj več, smo
Sledil je praktični del obravnave snovi. Vsak študent je dobil poiskali tudi statistične podatke, ki so na voljo v spletni bazi
delovni list in izvlekel številko, pod katero so se kasneje skrivale svetovne organizacije za prehrano in kmetijstvo FAOSTAT [5],
naloge. Prvi del naloge je zajemal statistične podatke, drugi pa kot je prikazano na sliki 4.
strokovni nasvet stranki glede izbora sorte krompirja. Tako smo zaokrožili strokovne vsebine glede statistike.
Interweaving Agricultural Expertise, Professional Informatics, and
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
Statistical and Library Knowledge
3.3 Rezultati obravnavane snovi in praktične
naloge
Naloga študentov je bila, da doma ob ogledu e-predstavitve
ponovijo učno snov ter s pomočjo hiperpovezav pregledajo
spletne vire, ki bolj podrobno opisujejo posamezne vsebine.
Na ta način je študente lažje usmeriti na ciljne vsebine, ki so
verodostojne. Prav tako si prihranimo čas pri izdelavi učnih
gradiv, saj lahko podamo samo bistvene podatke, na študentih pa
je, da sami preberejo in predelajo dodatne vsebine.
Študenti so bili zelo zadovoljni s takim načinom obravnave
učne snovi, saj so točno vedeli, kaj je bistvo in kaj je tista
podporna snov, ki temu bistvu daje neke širše dimenzije.
Poseben izziv jim je predstavljala praktična naloga. Tako so
se tudi lotili reševanja; resno in zavzeto. Ker je imel vsak
Slika 4: Zaslonska slika podatkovne baze FAOSTAT in drugačen primer, je bilo potrebno več samostojnosti, torej je bil
izbirnih polj glede pridelave krompirja po svetu vsak prisiljen razmišljati sam in tako tudi opraviti nalogo. Ob
enem pa so si lahko nudili tehnično pomoč. Iskanje sort na spletu
3.2.2 Strokovni nasvet stranki, kupcu v trgovini je nekaterim povzročilo kar nekaj preglavic, ob enem pa tudi
Drugi del praktične naloge je bil agronomsko obarvan. zadovoljstvo, ko so našli ustrezno sorto. Je pač potrebno narediti
Študenti so bili v vlogi prodajalca v kmetijski zadrugi. Vsak vse, da bo stranka zadovoljna in se še vrnila k nam v trgovino.
primer je imel drugačne zahteve, kar je razvidno iz slike 5, in so Na spodnji sliki 6 je prikazan en primer dela rešene naloge.
jih mogli študenti izpolniti. Lahko rečem, da so se študenti potrudili in podali dobre
odgovore. Kot prodajalci bi bili prepričljivi. Tudi sami so bili
zadovoljni s tovrstno simulacijo konkretnega primera prodaje in
svetovanja v kmetijstvu. In tako so ugotovili, da ni tako lahko
prodajati krompir, če imaš zahtevno in izbirčno stranko.
Za potrebe pedagoškega procesa so uporabljali elektronske
vire, ki so na razpolago. V prodajalni bi najbrž uporabili tiskan
katalog semenskega krompirja.
Slika 5: Drugi del praktične naloge – agrotehnično
svetovanje stranki
Navodila na delovnem listu:
Ste prodajalec. K vam v kmetijsko zadrugo pride stranka, ki želi
kupiti semenski krompir. Vpraša vas za nasvet glede semenskega
izbora. Poda vam nekaj informacij, na osnovi katerih:
• svetujete nakup določene sorte,
• seznanite stranko s priporočenimi tehnološkimi
navodili in agrotehniko pridelave.
Zdaj je vaša naloga, da na povezavi »Naloge« najdete,
kopirate in sem na določeno mesto prilepite strankine zahteve
glede sorte in površine, ki jo bo namenila sajenju.
Upoštevajoč strankine želje na spletu poiščite primerno sorto
slovenskih dobaviteljev semenskega krompirja.
Na določeno mesto napišite ime izbrane sorte, prilepite opis
te sorte ter sliko (pazite na dosledno navajanje spletnih virov).
Utemeljite svojo odločitev. Če je možno, jo podkrepite z rezultati
sortnih poskusov. Stranki ponudite tudi alternativo. Izračunajte,
koliko semenskega krompirja rabi.
Slika 6: Rešen primer dela delovnega lista
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia D. Bosnar
Edina slaba stvar pri vsem skupaj je to, da takšen pristop od
učitelja zahteva res ogromno dela. Vendar se da vse pripravljeno
gradivo uporabiti tudi naslednja leta, s tem da je treba preveriti
4 ZAKLJUČEK vse spletne vire, če so še primerni oz. jih osvežiti. No, to pa je že
Ob nastanku ideje nisem vedela, kakšen bo odziv študentov, čar vedno večje digitalizacije, saj so nam spletni podatki na voljo
izplen, sem pa pričakovala, da dober. In res je bil. Celo zelo praktično vedno in povsod.
dober. Študenti so doma zavzeto predelali učno snov in si tudi Prikazan primer govori o tem, da se da tudi v strokovne
pridno pogledali dodatne učne vsebine, ki so jih našli na predmete zelo uspešno in učinkovito vključiti razpoložljive
hiperpovezavah. Tako so natančno vedeli, kaj se od njih zahteva, spletne vire in na ta način naše mlade navajati, da sami iščejo
katere strokovne vsebine morajo poznati. ažurirane podatke in jih umestijo v ustrezen kontekst ter tako
Poleg tega so jim bile vaje iz statistike dosti bolj zanimive, saj koristno uporabijo.
so se nanašale na konkretne primere. Velika večina se jih je prvič
srečala s temi spletnimi podatkovnimi bazami. Tako so tudi VIRI IN LITERATURA
spoznali pomen statističnih podatkov ter jih še dalje sami [1] Šolski center Šentjur. (b. d.). https://sc-s.si/
raziskovali. Bili so navdušeni nad možnostmi, ki so na voljo za [2] Katalog znanj. Višja strokovna šola. Upravljanje podeželja in krajine.
iskanje rezultatov po različnih kriterijih. Te spletne statistične Gospodarjenje v poljedelstvu in vrtnarstvu. (2007). Center RS za poklicno
izobraževanje. https://cpi.si/wp-content/uploads/2020/08/gospodarjenje-v-
podatke bodo prav gotovo še iskali za kakšne seminarske naloge poljedelstvu-in-vrtnarstvu.pdf
in morda na koncu za diplomsko nalogo. [3] Katalog znanj. Višja strokovna šola. Upravljanje podeželja in krajine.
Ko smo preverili znanje, so si študenti res veliko zapomnili Strokovna informatika in statistične metode vrednotenja. (2007). Center RS za
in verjamem, da jim bo to znanje ostalo. informatika-in-statisticne-metode-vrednotenja.pdf poklicno izobraževanje. https://cpi.si/wp-content/uploads/2020/08/strokovna-
Na enak način bi lahko obdelali vse z vidika kmetijstva [4] Statistični urad Republike Slovenije. (b. d.). Podatkovna baza SISTAT.
pomembne kulturne rastline. Ne samo v poljedelstvu, tudi v https://pxweb.stat.si/SiStat/sl
zelenjadarstvu, sadjarstvu in vinogradništvu. [5] FAO, Food and Agriculture Organization of the United Nations. (b. d.). Food
and agriculture data FAOSTAT. https://www.fao.org/faostat/en/#data/QCL
Tudi pri živinoreji bi se dalo s takim načinom dela študentom
bolj kvalitetno približati učno snov.
Digitalne dimenzije ob Prešernovi klasiki: IKT kot orodje
za sodobno obravnavo Krsta pri Savici
Digital Dimensions of Prešeren's Classic: ICT as a Tool for
Contemporary Interpretation of the Krst pri Savici
Andreja Breznik
Srednja šola Slovenj Gradec in Muta
Muta, Slovenija
andreja.breznik@sc-sg.si
POVZETEK KEYWORDS
V prispevku je predstavljena obravnava umetnostnega Study of literary works, information and communication
besedila Franceta Prešerna Krst pri Savici s pomočjo technology, modern teaching methods, e-materials
informacijsko-komunikacijske tehnologije. Obravnava
književnega dela v izobraževalnem procesu je pomemben del
pouka književnosti, saj dijakom omogoča poglobljeno 1 PREGLED OBSTOJEČEGA E-GRADIVA
razumevanje literarnih del, razvoj kritičnega mišljenja in Za popestritev obravnave Prešernovega dela Krst pri Savici
izboljšanje njihovih jezikovnih ter interpretativnih veščin. smo pri pouku slovenščine uporabili informacijsko-
Profesorji se pri pouku književnosti soočamo z upadom komunikacijsko tehnologijo. V uvodni uri sem dijake motivirala
zanimanja za domače branje in analizo oz. interpretacijo z napovedjo, da bo pouk potekal malo drugače in da bodo lahko
literarnih del. Na izvirne načine se trudimo dijake motivirati in pri pouku uporabljali računalnike in telefone. To delo so dijaki
jih spodbuditi k branju s kritičnim razmišljanjem ter zmožnostjo že prebrali za domače branje, tako da so poznali avtorja, vsebino
aktualizacije. Klasična obravnava dela žal zaradi veliko in književne osebe. Prva zadolžitev je bila, da so v Google vpisali
suhoparnih podatkov vodi v dolgočasenje dijakov. Učitelji zato iskalni niz: Prešeren ‒ Krst pri Savici. Pregledati so morali nekaj
velikokrat iščemo zanimive načine za izvedbo pouka. Eden e-gradiv, tudi videoposnetke na Youtubu, ki so se jim je na prvi
izmed njih je zagotovo uporaba IKT-orodij (CapCut, Crossword pogled zdeli zanimivi, in nato podati svoje mnenje – ali se jim
Puzzle, Kahoot, umetna inteligenca). gradivo zdi zanimivo, poučno in uporabno. Skupaj smo nato
naredili nabor najboljših gradiv ‒ na ta način so dijaki že
KLJUČNE BESEDE natančneje spoznavali delo. Med njimi so našli tudi zelo
Obravnava literarnega dela, informacijsko-komunikacijska uporabne PP-predstavitve, videoposnetke in zvočne zapise.
tehnologija, sodobne metode pouka, e-gradiva Izpostavljam tri e-gradiva, ki smo jih z dijaki ocenili kot najbolj
zanimiva in poučna.
ABSTRACT • E-gradivo za slovenščino v gimnazijah in v poklicnih
The article presents an approach to teaching France Prešeren's šport RS in Evropski socialni sklad pri EU šolah. Projekt sta sofinancirala Ministrstvo za šolstvo in
literary work "Krst pri Savici" using information and
(https://gradiva.txt.si/slovenscina/slovenscina-za-
communication technology. The study of literary works in the
gimnazije-srednje-sole/2-letnik/knjizevnost/romantika-na-
educational process is a crucial part of literature classes, as it
slovenskem/012_krst_pri_savici/uvod-58/. Vsebuje tudi
enables students to gain a deeper understanding of literary texts,
zvočni zapis branja Uvoda.
develop critical thinking, and enhance their language and
• E-učbeniki: Uvod h Krstu pri Savici ‒ obravnava dela z
interpretative skills. Literature teachers face the challenge of
analyzing or interpreting them. We strive to motivate students in • Zvočni posnetek branja Krsta na Youtubovem kanalu creative ways, encouraging them to read with critical thinking Slovenska kultura and the ability to contextualize the material. Traditional (https://www.youtube.com/watch?v=H4p-lQHKutQ). declining interest among students in reading assigned texts and (https://eucbeniki.sio.si/slo8/2352/index.html). interaktivnimi vajami in rešitvami
approaches often result in boredom due to the abundance of dry
information. Therefore, teachers frequently seek engaging
methods for conducting lessons. One of them is certainly the use
of ICT tools (CapCut, Crossword Puzzle, Kahoot, artificial
intelligence).
2 UPORABA IKT
2.1 USTVARJANJE V APLIKACIJI CAPCUT
V naslednjih urah nismo imeli več možnosti izvajanja pouka
v računalniški učilnici, zato smo prešli na uporabo telefonov.
Večina dijakov ima na svojem telefonu aplikacijo CapCut, zato
sem dijake razdelila v skupine in jih spodbudila, da na izviren in
zanimiv, lahko tudi nenavaden način v tej aplikaciji predstavijo
vsebino ter osebe tega dela. Da bi jim malo olajšala oziroma
nadgradila njihovo delo, sem jim namignila, da lahko vsebinski
del predstavijo tudi s pomočjo neumetnostnih besedil: poročilo,
reportaža, intervju … To je razred, ki je že drugače zelo
ustvarjalen, zato jim je bila naloga zelo všeč. Pri delitvi v skupine
smo pazili na to, da je v vsaki skupini bil dijak, ki delo v tej
aplikaciji obvlada, ostali pa so prispevali svoje zamisli za
izvedbo glede na svoje zmožnosti. Sprva so v zvezke zapisali
osnutek načrta in cilje dela, nato so se lotili ustvarjanja.
CapCut je priljubljena brezplačna aplikacija za urejanje
videoposnetkov in fotografij. Dijaki so pri ustvarjanju na podlagi
fotografij uporabili naslednje funkcije:
• Obrezovanje in rezanje videoposnetkov, da so
odstranili neželene dele.
• Dodajanje prehodov: različni prehodi med prizori, ki
videoposnetke naredijo bolj tekoče.
• Učinki in filtri, ki omogočajo prilagajanje
videoposnetkov.
• Besedilo in nalepke: dodajanje besedila, naslovov in
nalepk za večjo ustvarjalnost.
• Glasba in zvoki: Uporabniki lahko dodajo glasbo,
zvoke ali svoje glasovne posnetke.
• Hitrostni učinki: Urejanje hitrosti videoposnetkov,
vključno z upočasnjevanjem ali pospeševanjem določenih delov.
• Animacije: Dodajanje različnih animacij, ki izboljšajo Slika 1: Reportaža, narejena v CapCutu
dinamiko videoposnetka.
Nastale so zanimive predstavitve: reportaža, poročilo,
domišljijska pripoved in intervju (slike 1, 2, 3 in 4.
Prva skupina je ustvarila reportažo – reporter se je javljal s
prizorišča boja, izpred Ajdovskega gradca, in poročal o boju med
Črtomirjevo in Valjhunovo vojsko. Fotografije so poiskali na
spletu, jih dodali v program in obdelali ter dodali besedilo in
animacije. Pri tem so ob vnosu besedila morali ves čas natančno
spremljati Prešernovo besedilo Krst pri Savici in ga prilagajati
izbrani besedilni vrsti.
Druga skupina je ustvarila poročilo – na podoben način kot
prva skupina reportažo, paziti so morali le, da je bilo vse zapisano
v pretekliku, imeli so malo težjo nalogo, saj je reportaža zajemala
le vsebino Uvoda, poročilo pa vsebino vseh treh delov pesnitve.
Tretja skupina se je odločila za domišljijsko pripoved z
naslovom Bogomila pripoveduje – v ospredje so postavili
Bogomilo in čez fotografije, ki prikazujejo potek dogajanja skozi
Bogomilino videnje, posneli pripoved dijakinje. Bogomila je
tako v prvoosebni pripovedi in izpovedi predstavila vsa dejstva,
predvsem pa izrazila svoja čustva in doživljanja ob bridkem
slovesu.
Četrta skupina je pripravila intervju z glavnim junakom –
Črtomirjem tik pred bojem. Črtomir je tako iz svoje perspektive
predstavil težke trenutke pred zadnjim bojem in kako je
nagovoril svoje brate – vojake. Slika 2: Poročilo, narejeno v CapCutu
Slika 5: UI-klepetalnik (AI-chatbot)
2.3 IZDELAVA KRIŽANKE IN KVIZA
Po končanem delu je sledila predstavitev ustvarjenega. Dijaki
so pozorno in navdušeno spremljali predstavitve sošolcev.
Zapletena vsebina, zgodovinsko ozadje in književne osebe so se
jim kar izrisali pred očmi in pravijo, da jim bodo ostali v spominu
dolgo časa prav zaradi teh nenavadnih, a zanimivih predstavitev.
Predlagali so, da z delom nadaljujemo. Zastavili smo si nove
naloge, da preverimo usvojeno znanje. Dijaki so se razdelili v
dve skupini.
Slika 3: Bogomila pripoveduje ‒ CapCut Prva skupina je izdelala križanko v spletnem programu
Crossword Puzzle (https://www.education.com/worksheet-
generator/reading/crossword-puzzle/) (slika 6). Sprva so določili
gesla križanke, nato pa njihovo razlago. Druga skupina pa je
ustvarila kviz v spletni platformi Kahoot (slika 7). Tako so se
pomerili v znanju. Ponovno so morali prebrati Krst pri Savici in
gradivo, da so lahko sestavili vprašanja za sošolce. Večkrat so
navdušeno prebirali posamezne verze in na ta način neprisiljeno
spoznavali podrobnosti dela. Prepričana sem, da ob enkratnem
branju v šoli ne bi tako natančno spoznali pesnitve, marsikateri
verz in podrobnost bi bila spregledana.
Slika 4: Črtomirjev intervju ‒ CapCut Slika 6: Izdelava križanke
2.2 UI-KLEPETALNIK (AI-CHATBOT)
V peti skupini pa sem dijakom predstavila orodje umetne
inteligence. Predlagala sem, da ustvarimo AI-chatbota, ki bo
odgovarjal na vprašanja o zgodovinskem ozadju, zgradbi in
sporočilu dela (slika 5). Pred tem so dijaki morali zbrati vse
podatke in jih naložiti v model umetne inteligence.
4 ZAKLJUČEK
Želja vsakega učitelja je, da svoje dijake motivira za delo, za
aktivno sodelovanje in sooblikovanje pouka, na takšen način se
namreč lažje povežejo s predstavljeno vsebino in usvojijo nova
kakovostna znanja. Nenehno iščemo različne načine dela, s
katerimi bi te cilje dosegli. Velika nagrada za učitelja je, da ob
delovni vnemi in velikem zanimanju za delo dijaki sami
predlagajo dodatne naloge in izzive ter se jih lotijo z
navdušenjem in iščejo izvirne rešitve. Po pregledu e-gradiv, ki
obravnavajo Krst pri Savici, smo IKT-orodja preizkusili tudi
sami. Dijaki so ustvarili digitalne predstavitve, kjer so izrazili
svoje razumevanje in interpretacijo dela. Uporaba IKT je bila
zagotovo nadgradnja in popestritev klasičnih obravnav literarnih
Slika 7: Kviz, izdelan v Kahootu del. Cilji so bili doseženi, dijaki motivirani za delo. Z
ustvarjalnostjo in lastno aktivnostjo so podrobneje spoznali
3 pomembno delo slovenskega romantika. POMEN UPORABE IKT PRI POUKU
Ko dijaki aktivno uporabljajo IKT, se izobraževalni proces LITERATURA IN VIRI
obogati, njihovo učenje se poglobi, pouk se popestri, kar prispeva [1] Aplikacija CapCut. Dostopno na naslovu https://www.capcut.com/ (20. 8. k bolj dinamičnemu, interaktivnemu učnemu okolju. Delo z IKT 2024).
prinaša veliko koristi: [2] Spletni program za izdelavo križank Crossword Puzzle. Dostopno na
naslovu https://www.education.com/worksheet-
Razvoj digitalnih kompetenc: dijaki z uporabo različnih orodij generator/reading/crossword-puzzle/ (19. 8. 2024).
pridobijo pomembne digitalne veščine, kar jih pripravi na [3] Spletna platforma Kahoot. Dostopno na naslovu https://kahoot.com/ (19.
učinkovito uporabo tehnologije v vsakdanjem življenju in na 8. 2024.
[4] Mojca Dolinar, Anita Poberžnik. Lidija Jerše.(2013). Vodenje in podpora
delovnem mestu. učencem pri pridobivanju digitalnih kompetenc. Dostopno na naslovu
Dostop do virov in vsebin: https://www.zrss.si/wp-content/uploads/2023/08/Vodenje-in-podpora- IKT omogoča enostaven dostop do
ucencem-pri-pridobivanju-digitalnih-kompetenc.pdf. (15. 8. 2024).
številnih izobraževalnih virov (e-knjige, izobraževalni [5] Viri vseh slik so lastni, zajem zaslonske slike.
videoposnetki …). To učencem omogoča, da poglobijo svoje
znanje in raziskujejo teme, ki jih posebej zanimajo.
Samostojnost in odgovornost: Aktivno delo z IKT spodbuja
dijake k samostojnosti, saj pogosto sami raziskujejo, iščejo
informacije in rešujejo naloge. To povečuje njihovo odgovornost
za lastno učenje, saj morajo sami načrtovati svoje delo in reševati
težave, ki se pojavijo med procesom.
Ustvarjalnost, izvirnost, inovativnost: S pomočjo IKT orodij
lahko dijaki ustvarjajo lastne projekte, ki so lahko bolj ustvarjalni
in inovativni kot navadne naloge. Lahko izdelajo videoposnetke
in digitalne predstavitve, kar spodbuja njihovo ustvarjalno
mišljenje.
Sodelovanje, interaktivnost in komunikacija: IKT omogoča
lažje sodelovanje med dijaki, izmenjujejo si ideje in podatke. To
spodbuja timsko delo in izboljšuje njihove komunikacijske
veščine. Z uporabo interaktivnih tabel, tablic, računalnikov in
pametnih telefonov lahko učitelji ustvarijo bolj interaktivno učno
okolje. Dijaki lahko neposredno sodelujejo pri reševanju nalog,
kvizih, glasovanjih ali diskusijah.
Kritično mišljenje in reševanje problemov: Aktivno delo z
IKT zahteva od dijakov, da kritično razmišljajo, ocenjujejo
informacije in reševanje problemov. Ko se soočajo z izzivi pri
uporabi tehnologije, morajo poiskati rešitve, kar krepi njihove
analitične sposobnosti.
Motivacijo in angažiranost: Uporaba tehnologije poveča
njihovo motivacijo za učenje. Interaktivne naloge, takojšnja
povratna informacija in možnost za ustvarjalno izražanje
prispevajo k aktivnemu sodelovanju pri pouku, saj takšni izzivi
lahko naredijo učenje bolj zabavno, privlačno in sproščeno.
Programiranje + fizika → Igra se začne
Programming + Physics → The Game Begins
Zdenka Candellari
OŠ Toneta Pavčka
Zdenka.candellari@ostpavcka.si
učencem pa motivacije. Da bi se pri tem “ne bodi ga treba” še
POVZETEK medpredmetno povezovali, je res znanstvena fantastika.
V prispevku je predstavljeno, kako preko računalniške igrice, V projektu NAPOJ MINUT pa najdemo možnost, kako
ki jo otroci sami sprogramirajo, utrjevati učno snov pri fiziki v mimogrede utrjevati osnove fizike, to je fizikalne količine in
OŠ. S tem smo naslavljali tako učne cilje s področja informatike enakomerno gibanje ob programiranju računalniške igrice v
kot tudi fizike. Opisana sta ideja, ki je pripeljala do izvedbe te Scratchu.
teme, in način priprave ustreznega gradiva. Predstavljeni sta tudi Projekt NAPOJ MINUT združuje (predvsem) učitelje
izvedba v razredu in ključne ugotovitve o tej izvedbi. V računalništva in informatike (RIN) in ostalih naravoslovnih
zaključku so navedeni načrti glede razvoja obravnave te teme in predmetov, torej MINUT - M(atematika) I(nformatika)
tudi uporaba tovrstnega pristopa pri obravnavanju drugih tem. N(aravoslovje) U(metnost) T(ehnologija) predmetov.
V okviru projekta se sodelujoči:
KLJUČNE BESEDE - Redno sestajajo na spletnih (ZOOM) sestankih in izmenjujejo izkušnje. Programiranje, Scratch, fizika, računalniška igrica, - Razvijajo gradiva, kjer se prepletata RIN in še en formativno spremljanje predmet.
ABSTRACT - Se srečujejo na delavnicah, kjer razvijajo učna gradiva.
- Sodelujejo na konferencah: NAK, STEAMColab,
The article presents how to consolidate learning material in DigiDakta, VIVID.
physics in elementary school through a computer game that - Obiskujejo kolege iz drugih držav, ki poučujejo na
children program themselves. With this, we addressed both podoben način.
learning objectives in the field of informatics and physics. The Na sliki 1 vidimo logotip projekta, ki je nastal prav med
idea that led to the implementation of this topic and the method razvojem teme, kjer so se prepletali umetnost, matematika in
of preparing the relevant material are described. The classroom računalništvo [2]. implementation is also presented and the key findings about this
implementation are presented. In the conclusion, plans are given
regarding the development of both the treatment of this topic, as
well as the use of this type of approach in the treatment of other
topics.
KEYWORDS
Programming, Scratch, physics, computer game, formative
monitoring
Slika 1: Logotip projekta NAPOJ MINUT
1 Medpredmetno povezovanje in projekt V sklopu projekta je nastalo že več kot 10 obravnav tem, NAPOJ MINUT določene pa so še v razvoju. Za več informacij o projektu se
Medpredmetno povezovanje je stara ideja, ki jo pogosto kar lahko obrnete na napoj@404.si.
precej umetno vlečemo skozi celoten učni načrt. Običajno smo
brez pravih idej, kako bi se stvari lotili, s katerim predmetom in 1.1 Ideja projekta
sodelavcem bi se povezovali, da bi stvar stekla gladko in Kot že rečeno je težje pripraviti učence do utrjevanja znanja
predstavila učencem naravo, tako kot je − torej celota, v kateri je kot do usvajanja novih znanj. Zastavili smo si vprašanje, kako
vse povezano. Najlepše steče kakšen dan dejavnosti, ko se istega utrjevati zaključen učni sklop pri fiziki, da bi bilo učencem
problema lotijo različni predmetni učitelji vsak s svojega zornega zanimivo in bi hkrati predstavljal nadgradnjo njihovega znanja.
kota, učenci pa krožijo po delavnicah in doživijo celoto preko Ob tem se pojavi še vprašanje, kaj učenca vleče naprej, kaj je
razdrobljenosti, ki jih povežejo v svojih glavah. njegova motivacija, kdo mu daje povratno informacijo, kaj mu
Še večji problem kot usvajanje novih znanj pa je v šoli daje zadovoljstvo [1]
utrjevanje znanja. Zanj učitelju pogosto zmanjkuje časa,
Glede na privlačnost računalniških igric [1] smo predvidevali,
da bi lahko ustvarjanje oziroma programiranje in potem
medsebojno preskušanje igric imelo željene učinke.
Kot trdijo avtorji v [3] ustvarjanje računalniške igrice učenca
motivira. S pomočjo programa, ki bo deloval, če ga bo učenec
pravilno sestavil, bo znanje učenca sprotno preverjeno in tudi
nagrajeno prav s svojim delovanjem.
Dodana vrednost tega povezovanja pa se bo pokazala tudi
učitelju fizike, saj je prav delovanje ali nedelovanje programa
učencu povratna informacija, ki jo potrebuje za uspešno
napredovanje. Na ta način bo RIN tudi opravil del formativnega
spremljanja [3], ki bi ga sicer moral opravljati učitelj. Z Slika 3: Del fizikalnih nalog
delovanjem programa bo učenčevo delo tudi ustrezno nagrajeno.
Tako se ob povezovanju dveh predmetov fizike ter Predviden potek delavnice po urah in razporeditev nalog je
računalništva in informatike učenec nauči programirati v podan na sliki 4.
Scratchu ter hkrati utrjuje znanje iz enakomernega gibanja.
2 O projektu
Projekt omogoča igrifikacijo [1] učenja osnovnih pojmov iz
enakomernega gibanja. Ko postane utrjevanje že dolgočasno,
vendar je še vedno potrebno, se lahko vprašamo, zakaj ne bi
razširili znanja fizike in ga povezali z računalništvom? Pri naši
nalogi gre za povezovanje osnovnih pojmov enakomernega
gibanja in osnovnih konceptov programiranja, združenih v
okolju Scratch.
Slika 4: Del priprave za izvedbo
Izvajalke dogodka smo se najprej pripravljale in povezovale
v živo na delavnici NAPOJ MINUT, potem pa preko spletnih
srečanj.
2.1 Operativni učni cilji
Pri sklopu enakomerno gibanje pri fiziki v 8.razredu želimo
učence pripeljati do prepoznave in nadalje avtomatske uporabe
simbolov ter enot za osnovne fizikalne količine. Pri usvajanju
enakomernega gibanja definiramo hitrost s pomočjo poti in časa
in izvedemo eksperimente, pri katerih merimo dve fizikalni
količini in tretjo izračunamo. V naslednjem koraku pa učenca
preko konkretnih besedilnih nalog izzovemo, da uporablja tako
znanje fizikalnih količin kot tudi formulo za izračun enakomerne
Slika 2: Delček programa hitrosti in jo po potrebi tudi obrne oziroma izrazi neznanko ter
tako izračuna manjkajočo fizikalno količino.
Ker sem kot učiteljica fizike prisotna na šoli celo šolsko leto, V računalniškem delu delavnice stremimo k osvojitvi
je bil dogovor, da bomo pri fiziki pri rednih urah usvojili osnovnih konceptov programiranja, kot so pogojni stavki, vejitve
operativne učne cilje iz fizike (glej razdelek 2.1), potem pa se in zanke, ter razvoju računalniškega oziroma algoritmičnega
nam za izvedbo delavnice pridruži študentka računalništva in mišljenja. Učenci nove koncepte urijo v okolju Scratch, ki pri
skupaj izvedeva še računalniški del projekta ter tako učenci programiranju uporablja bloke kode, s katerimi učenci
usvojijo tudi učne cilje iz računalništva in informatike (glej sestavljajo programe in jih dopolnjujejo z ustreznimi vrednostmi.
razdelek 2.1). Eden izmed, predvsem za začetnike kompleksnejših konceptov,
Del fizikalnih nalog iz enakomernega gibanja z rešitvami je s katerim se v delavnici srečujejo učenci, je sočasnost dogodkov
predstavljenih na sliki 3. oziroma sinhronizacija elementov, ki jih v okolju Scratch
dosežejo s t. i. pošiljanjem sporočil.
2.2 nekaj novega, da se bodo učili nekaj, kar bo povečevalo znanje Izvedba
oziroma radovedne učence. Na ta dogodek so se lahko prijavili Naše povezovanje smo izvedli v delavnici za nadarjene na obeh področjih tako fizike kot programiranja. Po izvedeni delavnici je v anketi glede fizike 40 % učencev ocenilo, da se je njihov odnos do fizike izboljšal. učenci 8. in 9. razreda do zapolnitve mest (24). Glede računalništva in informatike pa po izvedeni delavnici Delavnica je trajala 5 šolskih ur. Pred začetkom delavnice in ugotavljajo, da je računalništvo bolj zanimivo, manj težko in da po njenem zaključku so učenci izpolnili anketo, s katero smo jih bolj veseli, kot so predvidevali. Po izvedeni delavnici je na želeli meriti uspešnost izvedenega dogodka. trditev »rad programiram« 20 % več učencev kot pred izvedbo Po uvodni predstavitvi delavnice, ki jo je izvedla zunanja odgovorilo pritrdilno. izvajalka, so učenci spoznavali okolje Scratch in si pripravili Moje mnenje je, da je delavnica uspela. Operativni cilji so bili svoje ozadje. Hitrejši so imeli tudi nekaj časa, da so lahko že doseženi in učenci zadovoljni. Res pa je, da je bila delavnica samostojno raziskovali po okolju. precej zahtevna, saj so morali učenci najprej usvojiti kar nekaj Sledila je predstavitev že narejene igrice; najprej so jo sami računalniškega znanja, da so igrici po programu lahko sledili, jo preizkusili, potem pa so se spustili v program igrice in spoznavali, spreminjali in končno sestavili nekaj novega. Tudi njihova prosta kako delujejo posamezni bloki in kombinacija le-teh v Scratchu. izbira udeležbe na delavnici je gotovo botrovala motivaciji in Za spoznavanje okolja Scratch in učenje posameznih uspehu. Glede na področje utrjevanja fizike je cilj zagotovo računalniških konceptov, kot so pogojni stavki, vejitve in zanke, dosežen. je bil pripravljen prazen mini program (primer končnega mini
programa: https://scratch.mit.edu/projects/1029715695 in prazen
mini program: https://scratch.mit.edu/projects/1029727769). 4 Zaključek Učenci so najprej skupaj z izvajalko delavnice spoznali končni
program in ga nato v nadaljnjih urah poskušali postopoma V nadalje bi bilo smiselno izvesti delavnico ločeno v nivojih
vodeno poustvariti z dodatnimi razlagami posameznih konceptov. s tistimi, ki že poznajo Scratch, in tistimi, ki se z njim prvič
V drugi uri so spoznavali osnovno delovanje vejitev in srečajo. Za tiste, ki Scratch prvič uporabljajo, bi bilo potrebno
pogojnih stavkov (if-else stavkov), logike (Booleovo algebro) in nalogo olajšati, morda tako, da bi programirali igrico po delih.
zank, v tretji uri pa pošiljanje sporočil znotraj programa, Način izvedbe v okviru delavnice za nadarjene in radovedne
sinhronizacije elementov ter koncept »vprašanje in odgovor«. učence se je izkazal za zelo primeren in izvedljiv v šoli. Opisani
V tej točki so bili učenci opremljeni z vsem potrebnim način utrjevanja bi zagotovo dobro deloval pri mnogih
znanjem programiranja v Scratchu, ki ga bodo uporabili pri zaključenih enotah fizike, kemije in matematike.
reševanju fizikalne naloge in izdelavi igrice. V Scratchu so učenci uspešno izdelali igrico na podlagi
Učencem smo na začetku četrte ure delavnice razdelili fizikalne vsebine. Tako so pridobili znanje iz osnov
različne fizikalne naloge iz enakomernega gibanja in njihova programiranja. Usvojene spretnosti so prva stopnička na poti do
naloga je bila, da pripravijo oz. prilagodijo program tako, da bo znanja, ki je danes na trgu dela iskano in cenjeno.
deloval za njihovo nalogo. Za to nalogo je bil pripravljen prazen
oziroma deloma izpolnjen glavni program (prazen glavni ZAHVALA
program: https://scratch.mit.edu/projects/1029774314 in končni Zahvaljujem se organizatorjem projekta NAPOJ MINUT za
glavni program: https://scratch.mit.edu/projects/1020356210). primerne izzive in podporo pri nastajanju naših gradiv ter
V tem delu so učenci uporabljali svoje fizikalno znanje; spodbudo za njihovo izvedbo. Projekt sva pripravili z Mio Zalo
prepoznavanje fizikalnih količin in enot iz besedila, zapisovanje Smrečnik, študentko matematike in računalništva na UL PeF, pri
le teh s simboli v program, priklic formule in izražanje neznanke, konkretni izvedbi nama je na pomoč priskočila Anja Količ, prav
računanje rezultata in vnos le-tega v program, da bo v primeru tako študentka smeri računalništvo in matematika na UL PeF,
uspešno rešene igrice potrdil igralca s pohvalo in aplavzom. iskrena hvala obema.
Dogovor je bil, da so pravilni rezultati le tisti, ki vsebujejo simbol
fizikalne količine, število in enoto. VIRI
Za delo so bili zelo motivirani. V primeru zapleta so za pomoč [1] M. Milovič, „Kako psihologija oblikuje naše delo in odnose na delovnem
poklicali učiteljico. Vse narejene/popravljene naloge so naložili mestu,“ Psihologija dela, 6 December 2021. [Elektronski]. Available: https://psihologijadela.com/2021/12/06/igrifikacija-v-izobrazevanju/. v studio, kjer so postale dosegljive za vse sodelujoče in za javnost [Poskus dostopa 23 Avgust 2024].
(studio s končnimi izdelki: [2] Uroš Ocepek in Mojca Baloh, Digitalna umetnost in matematika,
https://scratch.mit.edu/studios/33589412/). https://novi.napoj.si/digitalna-umetnost-in-matematika/ in
https://ucilnica.acm.si/mod/resource/view.php?id=2164
Nadaljevali so z medsebojnim igranjem igric, ki so jih [3] Jože Rugelj, Špela Cerar, Andrej Brodnik, An architecture of an ICT based
sestavili sošolci in si dajali tudi povratne informacije. system for constructivist based learning in higher education, 15-17
september 2010, DOI: 10.13140/2.1.4494.8486.
3 Refleksija
Učenci so po delavnici izražali zadovoljstvo. Tisti, ki jim je
uspelo oddati delujočo igrico v studio, so bili ponosni. Takih je
bilo 17/23. Glede na njihove odgovore v anketi bi izpostavila
njihova pričakovanja in spremembo odnosa do obeh predmetov,
ki sta bila povezana v projektu. Pričakovanja so bila; da bo
zanimivo, da bo drugače, kot je sicer pouk, da se bodo naučili
Razvijanje digitalnih kompetenc na OŠ Prežihovega
Voranca Maribor
Developing Digital Competencies at Prežihovega Voranca
Elementary School Maribor
Natalija Carmona
OŠ Prežihovega Voranca Maribor
Maribor, Slovenija
natalija.carmona@ospvmb.si
POVZETEK KEYWORDS
V prispevku je predstavljeno delovanje na šoli OŠ Digital competences, Innovative pedagogy 5.0, modern
Prežihovega Voranca, ki se je v šolskem letu 2023/24 pridružila teaching concepts
v projektu Inovativna pedagogika 5.0. Projekt temelji na
razvijanju sodobnega pouka, ki je podprt z digitalnimi
tehnologijami ter je usmerjen v razvijanje digitalnih kompetenc 1 UVOD
in temeljnih vsebin RIN. Predstavljeni so tudi izzivi, s katerimi Na šoli smo učitelji in vodstvo šole začutili veliko potrebo po
se soočamo na šoli in kako jih premagujemo. razvijanju digitalnih kompetenc. V času šolanja na daljavo smo
Natančneje je predstavljen tudi konkretni primer učne ure, ki spoznali, da nas je večina učiteljev na osnovni ravni znanj
je bil izveden pri pouku zgodovine in je podrobneje razvijal digitalnih veščin in smo v času večje uporabe računalnikov za
kompetenco avtorske pravice in licence. Pri pripravi sodobne izvajanje kvalitetnega pouka potrebovali več znanja iz tega
učne ure moramo kot učitelji razmišljati celostno, vključiti področja. Vodstvo šole se je zato odločilo, da se v šolskem letu
znanja, spretnosti in veščine, ki so podprte z digitalnim. V pridruži projektu »Dvig digitalne kompetentnosti«, ki je potekal
ospredje si moramo postaviti dejstvo, da morajo učenci postati pod okriljem Zavoda za šolstvo Republike Slovenije.
aktivni člen učnega procesa in ne samo tisti, ki prejemajo znanja Namen projekta, ki je potekal med leti 2021 in 2023 je bil
učitelja. To so izzivi učiteljev, ki jih lahko rešujemo s skupnimi predvsem izboljšati kakovost in učinkovitost izobraževanja ter
močmi in počasi odpravljamo strahove, s katerimi se na šolah razvoj inovativnih učnih okolij. Cilj projekta je bil predvsem
srečujemo. spodbujanje strokovnih delavcev v vzgoji in izobraževanju v
razvoj prožnejših oblik učenja s pomočjo rabe digitalnih
KLJUČNE BESEDE tehnologij. [1]
Digitalne kompetence, Inovativna pedagogika 5.0, sodobni Z izvajanjem projekta smo bili strokovni delavci deležni
koncepti poučevanja različnih strokovnih izobraževanj, ki so bila glede na željo ter
različno raven znanj organizirana s strani projektnega tima. Na
ABSTRACT šoli je bilo zaznati večje zanimanje za sodobne koncepte
The paper presents the work at the Prežihov Voranca poučevanja, posledično je bilo opaziti tudi večjo motivacijo za
Elementary School, which joined the Innovative Pedagogy 5.0 učenje pri učencih. V šolskem letu 2023/2024 se je šola
project in the 2023/24 school year. The project is based on the priključila projektu Inovativna pedagogika 5.0.
development of modern teaching that is supported by digital V prispevku je predstavljeno, kako se kot vodja projekta
technologies and is focused on the development of digital Inovativna pedagogika 5.0 soočam z novimi izzivi, novimi
competences and basic content of RIN. The challenges we face pridobljenimi znanji in spretnostmi ter kako to prenašam med
at school and how we overcome them are also presented. strokovne delavce in učence.
history lesson that developed the competence of copyright and digitalnih tehnologij, ki jih učenci s pridom in spretno uporabljajo. Zavedamo se pozitivnih kot tudi negativnih posledic, license in more detail is also presented. When preparing a A concrete example of a lesson that was conducted in a Učitelji se tako kot družba soočamo s hitrim napredkom
modern lesson, we as teachers need to think holistically, ki nam jih napredek na tem področju prinaša. Kot izobraževalci smo se v prvi vrsti dolžni z izzivom napredka soočiti, saj smo incorporating knowledge, skills and skills that are supported by tisti, ki lahko našim učencem predstavimo učinkovito rabo digital. We need to focus on the fact that students need to become digitalnih tehnologij in jih učimo njihove varne rabe. an active member of the learning process and not just those who
receive the teacher's knowledge. These are the challenges of
teachers that we can solve together and slowly eliminate the fears
we face in schools.
razvoj temeljinh vsebin RIN pri učečih se. Razvojni timi in
učiteljski zbori vključenih šol pripravljajo inovativne učne
scenarije skozi katere se predstavljajo inovativni pristopi k
sodobnejšemu učnemu procesu, ki učeče se pripravlja na
učinkovito soočanje s sodobno družbo.
Slika 1: Logo projekta Inovativna pedagogika 5.0 – 2.3 Delovanje projekta na OŠ Prežihovega
Inovativna šola. Voranca Maribor
Na OŠ Prežihovega Voranca Maribor smo v šolskem letu
2 PREDSTAVITEV PROJEKTA 2023/2024 pričeli sodelovati v projektu Inovativna pedagogika
Inovativna pedagogika 5.0 je projekt, ki se oddvija v hitro 5.0. Najprej je bila oblikovana razvojna skupina v zavodu, ki
spreminjajočem svetu. Projekt odgovarja na potrebe sodobne vključuje ravnateljico, pomočnika ravnateljice, koordinatorico
družbe, ki od posameznika zahteva razvoj kompetenc RIN, koordinatorico ROID ter koordinatorico projekta. Naloga
ustvarjalnosti, kritičnega razmišljanja, reševanja problemov in razvojnega tima je celostno izvajati naloge znotraj zavoda, ki so
veščin, ki so povezane z razvojem in uporabo digitalne ključne za dosego namena projekta.
tehnologije. Hkrati projekt poudarja razvoj sodelovanja, V mesecu septembru 2023 sem se skupaj z ravnateljico in še
usklajevanja in učinkovitega komuniciranja v družbi. Vse to pa enim članom šolskega tima udeležila uvodnega srečanja v
pomeni, da se mora izobraževalni proces premakniti od projetku Inovativa pedagogika 5.0. Po navodilih iz sestanka sem
ustaljenih vzorcev ter omogočiti razvijanje digitalnih kompetenc, v Forms anketi izrazila svoj inters za sodelovanje v posamezni
temeljnih vsebin RIN, kritičnega mišljenja, kreativnosti in razvojni skupini. V prvem šolskem letu smo določili dva
ustvarjalnosti tako strokovnih delavcev kot tudi učencev. [2] inovativna oddelka, kjer so učitelji razvijali digitalne
V prvi fazi projekta so bili v vsakem vzgojno- kompetence. Glede na izbrana inovativna oddelka je razvojni tim
izobraževalnem zavodu poleg ravnatelja vključeni še vsaj 4 k sodelovanju povabil tudi strokovne delavce, ki so bili
strokovni delavci. V prvem letu je bilo tako vključenih več kot oblikovani v projektni tim.
200 vodstvenih in strokovnih delavcev. V drugem letu bodo Učitelje na šoli, ki so tudi člani projektne skupine, sem na
vključeni dodatni inovativni oddelki ter dodatnih vsaj 300 krajšem seznanitvenem sestanku seznanila s cilji projekta in
strokovnih delavcev. V letu 2026 se ne načrtuje vključevanja nalogami v projektu. Na šolski spletni stani sem poskrbela za
dodatnih strokovnih delavcev temveč dvig kakovosti dela že objavo projekta.
vključenih. [3] V mesecu oktobru sem sklicala srečanje razvojnega tima,
namen je bil seznanitev z nalogami projekta in razmislek o
2.1 prirpavi načrta delovanja na šoli. V šolski spletni učilnici sem Organizacija projekta
uredila posebno mapo, ki je namenjena projektu, vanjo sem
Organizacija projekta se deli na projektni svet in razvojne
dodala vse učitelje v projektni skupini, prav tako razvojni tim.
skupine. Projektni svet usmerja in potrjuje odločitve na nivoju
Moja naloga kot koordinatorica projekta na šoli je bila tudi
celotnega projekta. Sestavljen je iz vodij posameznih razvojnih
prevzem uredništva in objavljanje na Facebook strani projekta ter
skupin. Vodi in usmerja ga vodja projekta, dr. Andrej Flogie. [3]
seznanjanje projektnega tima z novostmi. Člane projektne
Razvojne skupine predstavljajo jedro razvojno
skupine sem usmerila tudi do spletne učilnice E-skupnost
raziskovalnega projekta. Vsako razvojno skupino sestavljano
učiteljev v projektu Inovativna pedagogika.
predstavnik razvojne institucije, predstavnik vodstva šole ter
Kot pomembno nalogo semi mela tudi pripraviti akcijski
inovativni strokovni delavci. Skupaj je v delo razvojnih skupin
načrt medpredmetnih povezovanj s poudarkom na razvoju
vključenih 140 strokovnjakov in znanstvenikov. Delo razvojnih
digitalnih kompetenc ter na podlagi tega načrtovanja pripraviti
skupin usmerja, vodi in preverja projektni svet. Razvojne
tudi okvirni načrt medsebojnih hospitacij.
skupine so sledeče: katalog digitalnih kompetenc, skupina za
V mesecu novembru sem organizirala delovno srečanje
vzorčne učne scenarije, skupina za digitalno didaktiko, skupina
projektne skupine, kjer sem članom razdelila gradivo za
za usposabljanje, skupina za izvedbeni kurikul, skupina za
seznanitev z digitalnimi komeptencami. Delo sem organizirala
sodobne tehnologije, učeče se skupnosti, skupina za promocijo,
tako, da so učitelji po že vnaprej dogovorjenih medpredmetnih
skupina za uvajanje temeljnih vsebin RIN, skupina za
povezovanjih debatirali o možnostih razvijanja digitalnih
implementacijo in skupina za evalvacijo. [3]
kompetenc ter iskali možnosti vključevanja digitalnih tehnologij.
2.2 Kot koordinatorica projekta na šoli sem se mesečno Namen projekta
udeleževala videokonferenčnih srečanj, kjer smo se seznanjali z
Namen projekta je razvoj didaktike za dvig digitalnih novostmi in aktivnostmi v projektu ter izpostavljali izzive, s
kompetenc in temeljnih vsebin RIN pri učencih z uvajanjem katerimi smo se srečevali na šolah. Videokonferenčna srečanja
sodobnih pristopov in uporabo sodobnih digitalnih orodij. S smo imeli tudi v razvojni skupini, v katero sem bila dodeljena po
takšnim pristopom je ključni namen projekta učeče se pripraviti predhodno opravljenem anketnem vprašalniku v Formsu.
na izzive, ki jih prinaša sodobna družba in svet. [3] V mesecu januarju 2024 smo pričeli na šoli izvajati kolegialne
Konzorcij projekta, ki ga vodi Zavod Antona Martina hospitacije, ki sem jo kot prva izvedla sama. Po vsaki hospitaciji
Slomška, sestavlja 6 razvojnih inštitucij, 10 mentorskih šol in 30 smo opravili tudi poglobljeno pedagoško diskusijo, saj so člani
razvojnih šol po celotni Sloveniji. [3] projektnega tima opazovali razvijanje izbrane digitalne
Naloga vključenih v projekt je z razvojem celostnega pristopa kompetence. Prednost takšnega načina opravljanja hospitacij je
doseči razvoj diditalnih kompetenc pri učečih se in učiteljev ter
predvsem v tem, da se lahko osredotočeno diskutura o prednostih pregledu učnega načrta in DigComp 2.2 sem se odločila, da se
takšnega načina poučevanja kot tudi negativnih vidikih, ki se bomo postavili pod kompetenco avtorske pravice in licence.
lahko pojavijo. Pri odpiranju vrat učilnic sem spoznala, da imajo Oblikovala sem tudi namene učenja, ki sem jih učencem
strokovni delavci možnost spoznati nove koncepte poučevanja, predstavila. Nameni so bili naslednji: seznanili se bomo s
vidijo motiviranost učečih se, hkrati pa izgubljajo strah pred področjem življenja in napredka obdobju prve in druge
novostmi. industrijske revolucije, razumeli bomo, kako je tehnološki
Velika novost, ki jo je prinesel projekt, je bilo tudi pisanje napredek vplival na življenje različnih družbenih slojev, sklepali
učnih scenarijev. Učitelji v projektnem timu so se soočali z bomo o posledicah, ki jih je posamezen izum ali odkritje prinesel
velikimi izzivi, zato sem organizirala srečanje, kjer smo s v življenje, znali bomo pridobljene informacije strniti v smiselno
skupnimi močmi oblikovali učne scenarije, debatirali o celoto, znali bomo selekcionirati spletne vire glede na CClicence,
prednostih in slabostih takšnega vodenja učnega procesa. seznanili se bomo z relevantnimi spletnimi viri, seznanili se
Na šoli smo pričeli tudi z izvajanjem dodatnih izobraževanj bomo s spletnim orodjem Oblak365 in v njem ustvarjati
za strokovne delavce, ki so bili organizirani v ovkuru Inovativne dokumente ter jih deliti z ostalimi.
bil predvsem v seznanjanju z novostmi v digitalni tehnologiji, 1.1.2 Preverjanje predznanja pedagogike 5.0 kot tudi znotraj šole. Namen theh izobraževanj je
prav tako pa smo s tem želeli zmanjšati strah strokovnih delavcev Z računalničarko sva uro pričeli tako, da sva preverili predznanje učencev o avtorskih pravicah. Najprej sva jim pred vključevanjem sodobnih digitalnih orodij v pouk. predvajali posnetek posseted FAQs on copyright for teachers -
Observatory (europa.eu) in po posnetku opravili razgovor z
3 učenci. Skozi pogovor sva učence pripeljali do ugotovitve, da RAZVIJANJE DIGITALNIH KOMPETENC
PRI POUKU ZGODOVINE bomo pri projektnem delu spoznavali avtorska dela in poudarili avtorske pravice.
3.1 Nato so učenci razmišljali o lastnih izdelkih, ki so jih Digitalne kompetence
izdelovali pri tehniki in tehnologiji. Vodila sem jih skozi
Digitalne spretnosti za delo in življenje so med
razgovor in z njihovimi odgovori ugotavljala, kakšno je njihovo
najpomembnejšimi prednostnimi nalogami evropske politike.
znanje o avtorskih pravicah. V lažji razmislek sem jim postavila
Cilj strategije EU za pridobivanje digitalnih spretnosti in z njo
naslednja vprašanja: kdo je avtor izdelka, ali lahko tvoj sošolec
povezanih pobud je okrepiti digitalne spretnosti in kompetence
izdelek fotografira in ga uporabi v svojem referatu, ali lahko na
za uspešnejšo digitalno preobrazbo. [4]
spletu vzamem sliko ali besedilo in ga uporabim v referatu?
V okviru DigComp 2.2 so kompetence razvrščene na pet
Ker so učenci delali tudi s spletnimi viri, sem jim prebrala en
področij, in sicer: informacijska in podatkovna pismenost,
primer rabe digitalnih vsebin. Učenci so imeli nalogo, da
komuniciranje in sodelovanje, ustvarjanje digitalnih vsebin,
ugotovijo, kaj je pri prebranem primeru bilo napačno. Hkrati pa
varnost in reševanje problemov. Prva tri področja vključujejo
so podajali predloge, kako bi lahko oseba iz zgodbe uporabila
kompetence, ki so povezane z dejavnostmi in opravili. Četrto in
spletni vir in ne kršila avtorskih pravic. Učenci so skozi razgovor
peto področje pa vključujeta kompetence, ki so prečne, kar
pomeni, da jih potrebujemo pri izvajanju najrazličnejših pregledali že dogovorjene načine navajanja uporabljenih virov. kritično ovrednotili navajanje uporabljenih virov. Skupaj smo
aktivnosti povezanih z uporabi digitalnih tehnologij. [4]
Naš pogovor se je nadaljeval tako, da so učenci morali s
3.2 svojimi besedami pojasniti naslednje pojme: avtorsko delo in Praktičen primer razvoja digitalne
komepence pri pouku zgodovine avtorske pravice. S pridobljenim znanjem so učenci morali
dopolniti svojo pisno projektno nalogo. Poudarjali smo predvsem
Kot učiteljica zgodovine in koordinatorica projekta to, da morajo pri projektni nalogi pisati z lastnimi besedami in
Inovativna pedagogika 5.0 sem se odločila, da bom pri pouku v obvezno ob uporabi drugih gradiv navesti avtorje.
inovativnih oddelkih postavila delo učencev pod tretje področje
kompetenčnega okvirja, torej ustvarjanje digitalnih vsebin in
podrobneje razvijala kompetenco 3.3 avtorske pravice in licence.
Z učenci v osmem razredu sem dve izbirni temi iz učnega
načrta izvajala v obliki projektnega dela. Učna sklopa sta bila
prve kapitalistične velesile in izumi, ki so spremenili življenje
ljudi in življenje ljudi 19. stoletja. Projektno delo je bilo
načrtovano medpredmetno, tako so učenci pri pouku zgodovine
spoznavali posamezne teme, medtem ko so pri predmetu tehnika
in tehnologija praktično ustvarjali izdelke. V preteklih letih so
učenci takšen način dela pozitivno sprejeli, saj so pridobljeno Slika 2: Zapis učenke o avtorskih pravicah in izdelkh.
znanje pri zgodovini lahko uporabili tudi pri praktičnem delu v
delavnici. V šolskem letu 2023/2024 sem se odločila, da bom Delo je potekalo tako, da sva učence v oddelku razdelili na
takšen način dela dopolnila še z razvijanjem digitalne polovico, saj nam računalniška učilnica ne dopušča, da bi v njej
kompetence. delal celoten oddelek (28 učencev). Tako je polovica učencev
delo opravila v računalniški učilnici, preotanek razreda pa je delo
1.1.1 Nameni učenja
Med načrtovanjem učnega procesa sem si zamislila namene prenosne računalnike. opravljal v učilnici zgodovine, kjer so imeli na razpolago
učenja, ki jih želim skozi učni proces pri učencih razvijati. Po
V naslednjem koraku so bili učenci seznanjeni s CClicencami.
V ta namen so dobili povezavo do spletnih strani, ker so lahko
spoznali posamezne licence. Njihova naloga je bila ponovno
takšna, da so morali vsako licenco posebej s pomočjo obeh
učiteljic preoblikovati s svojimi besedami. Da so lahko praktično
preizkusili uporabo licenc, so dobili nalogo, da na spletu poiščejo
slikovno gradivo, ki se nanaša na njihovo projektno nalogo.
Učiteljici sta učencem pokazali, kje lahko najdejo podatek o Slika 4: Zapisan razmislek učencev o avtorskih pravicah.
avtorstvu slikovnega gradiva ter kakšno CClicenco ima
dodeljeno. 1.1.4 Razmislek učiteljice ob koncu projektnega dela
Delo je potekalo brez večjih težav, vidno je bilo, da so učenci
v tem šolskem letu že razvijali digitalne kompetence in težav z
deljenjem dokumentov ter urejanje spletne različice Worda niso
imeli. Še vedno ostaja nekaj učencev, ki potrebujejo pri delu
pomoč in usmerjanje. Učencem s posebnimi potrebami smo delo
organizirali tako, da so bile prisotne tudi izvajalke DSP, kar je
bila velika prednost pri izvajanju aktivnosti.
Pred pričetkom izvajanja seznanjanja z novimi vsebinami
sem ob pomoči ustnega razgovora ugotovila, da se učenci
zavedajo, da je fizičen izdelek/slika/risba intelektualna lastnina
avtorja. Manj učencev se je zavedalo, da je intelektualna lastnina
tudi prisotna na spletu in da je potrebno uporabiti tiste, za katere
imamo dovoljenje avtorja.
Slika 3: Zapis učenke o licencah. Učenci so z razmislekom pokazali, da so razumeli pomen
upoštevanja avtorskih pravic. Prav tako so pri iskanju fotografij
Učenci so se prijavili v spletno učilnico in na računalnike uporabljali pridobljeno znanje, torej kje preveriti CC licenco.
prenesli pripravljen dokument. Dokument so dopolnili s svojimi Ključnega pomena je, da takšno delo poteka v šolskem
podatki in novimi spoznanji, ki so jih pridobili skozi razgovor. prostoru, saj je za nekatere učence to preveik zalogaj in
Učenci so dokument shranili v Oblak 365 in ga delili z učiteljico. potrebujejo vodneje in usmerjanje učitelja.
Tega koraka z učenci nisem preverjala, saj sem vedela, da so
takšen način že uporabili pri predmetu matematika in sem se
lahko osredotočila na pomoč tistim učencem, za katere sem 4 ZAKLJUČEK
vedela, da še imajo težave pri deljenju dokumnetov. Z vstopom v projekt Inovativna pedagogika 5.0 je naša šola
naredila pomemben korak k sodobnemu pouku, pouku ki podpira
potekalo 6 šolskih ur, prednost je ta, da imamo blok ure in so tako vlogo, zato moramo biti med prvimi, ki si upamo preizkusiti nekaj novega. lahko intenzivno delali. Vse podatke so povzemali v deljen Kot koordinatorica projekta na šoli se zavedam svoje vloge dokument in sproti navajali uporabljeno literaturo ter vire. na šoli, saj sem že v prvem letu naletela na neodobravanje Učenci so v referat vključili vsaj dva slikovna gradiva. Pri izbiri vnašanja sprememb, predvsem med učitelji. Moja naloga je bila slikovnih gradiv so morali paziti na upoštevanje CC licenc. velikokrat usmerjena v pomirjanje in seznanjanje, saj so se tako Učenci so ob zaključku pisanja referata zapisali tudi učbeniku, knjižnih virih in spletnih virih. Delo učencev je Učenci so svojo temo individualno raziskovali, iskali so v spodbuja uporabo digitalnih tehnologij. V procesu sprememb izobraževalnega sistema imamo učitelji veliko in pomembno 1.1.3 razvoj digitalnih kompetenc med učečimi se in učitelji ter Uporaba lastnega znanja in razsikovalno delo
samorefleksijo o lastnem delu in napredku, v zapis razmisleka so strokovni delavci pomirili in poskusili narediti kakšen korak naprej. V ta namen se je kot zelo dobro izkazalo izvajanje vključili tudi razmišljanje o pomembnosti navajanja virov ter hospitacisjkih ur, kjer smo lahko učitelji skupaj razmišljali o upoštevanju avtorskih pravic. izvedeni učni uri, se usmerjeno pogovarjali o prednostih in Delo obeh učiteljic je bilo namenjeno predvsem usmerjanju izzivih, ki smo jih učitleji pri pripravi ur podprtih z digitalno in pomoči posameznikom, ki so pomoč potrebovali. Ker so tehnologijo imeli. učenci njihov dokument delili z menoj, je bilo preprosto odpreti Naša ugotovitev je bila tudi ta, da moramo biti pri njihov dokoument in jim zapisati povratno informacijo. Povratna vključevanju digitalnih tehnologij zelo previdni, saj učenci informacija učiteljice je bila tako sprotna in pisna, tako so lahko velikokrat njihovo uporabo postavijo na prvo mesto, pozabijo pa učenci hitro popravili pomanjkljivosti. na ostala znanja, ki jih bi jih naj v izobraževalnem procesu Učenci so z lastnim avtorskim izdelkom, ki je nastal pri pridobili. Učitelj, ki vključuje razvoj digitalnih kompetenc in z predmetu tehnika in tehnologija, predstavili novo pridobljeno digitalnimi tehnologijami dopolnjuje svoj pouk, mora proces znanje o izumitelju in izumu. Pri sami predstavitvi zastaviti premišljeno. Digitalne tehnologije morajo predstavljati zgodovinskega dela so morali vključiti tudi lasten razmislek o orodje, s katerim bodo učenci lahko na zanimivejši in aktivnejši tem, zakaj je pomemno, da priznamo delo nekoga drugega in ga način pridobivali znanja. Vključevanje razvijanja digitalnih pravilno tudi navedemo. kompetenc pa bo učencem nudilo priložnost, da se aktivneje
vključijo v učni proces.
Večje odobravanje pri takšnem načinu poučevanja vidim pri
učečih se, ki se dnevno srečujejo z digitalno tehnologijo. Zato je
naloga učiteljev, da novosti na tem področju spoznavamo skupaj
z učenci ter jim dajemo možnosti koristne rabe digitalnih
tehnologij v varnem okolju.
Naša naloga je, da učencem omogočimo, da izobraževalni
proces zaključijo tehnološko pismeni, saj je tehnologija sestavni
del številnih poklicnih področij. Vključevanje tehnologije v učni
proces lahko pomaga učencem razviti potrebne spretnosti za
prilagajanje sodobnemu svetu, ki vse bolj zahteva digitalne
spretnosti, kot so programiranje, analitično razmišljanje in
reševanje kompleksnih problemov.
ZAHVALA
Zahvaljujem se vodstvu šole, ki podpira in spodbuja vse moje
ideje o vključevanju sodobnih konceptov poučevanja. Prav tako
se zahvaljujem sodelavcem, ki se trudijo in mi pomagajo pri
uresničevanju ciljev projekta.
LITERATURA
[1] Dvig digitalne kompetentnosti. (29. 3. 2022) DOI: Dvig digitalne
kompetentnosti - Zavod RS za šolstvo (zrss.si) [13. 8. 2024].
[2] Družbene spremembe. DOI: Vizija našega dela – Inovativna pedagogika
5.0 (inovativna-sola.si) [13. 8. 2024].
[3] Andrej Flogie (Ur.). 2024. INOVATIVNA pedagogika 5.0 :
transformacija poučevanja za 21. stoletje: celovit razvoj digitalnih
kompetenc ter uvajanje temeljnih znanj računalništva in nformatike.
Maribor: Zavod Antona Martina Slomška.
[4] DigComp 2.2: Okvir digitalnih kompetenc za državljane. Z novimi primeri
rabe znanja, spretnosti in stališč. 2023. DigComp-2-2-Okvir-digitalnih-
kompetenc.pdf (zrss.si). Ljubljana: Zavod Republike Slovenije za šolstvo.
[13. 8. 2024].
Povezanost psihoedukativnega pristopa in ravni
pismenosti o anksioznih motnjah
The Relationship between a Psychoeducational Approach and
Literacy Levels in Anxiety Disorders
Nataša Dernovšček Hafner, Lilijana Šprah
natasa.dernovscek-hafner@zrc-sazu.si
lilijana.sprah@zrc-sazu.si
Družbenomedicinski inštitut ZRC SAZU
Ljubljana, Slovenija
workshops and an online platform to improve knowledge about
POVZETEK mental health, especially about mental disorders. The study
Motnje razpoloženja, kot so anksiozne in depresivne motnje, examined the level of knowledge about anxiety disorders among
so v današnji družbi zelo pogoste in predstavljajo velik the participants of the online and on-site workshops, who were
javnozdravstveni problem. Kljub njihovi razširjenosti ostajajo asked to complete an anxiety literacy questionnaire before and
slabo prepoznane in neustrezno obravnavane. Koncept after the psychoeducational topic on anxiety disorders. The
pismenosti o duševnem zdravju (PDZ) je ključnega pomena za results show that the average level of anxiety competence
ozaveščanje javnosti o duševnih motnjah, njihovem zdravljenju increased by 17% (p < 0.05) after the workshop compared to the
in zmanjševanju stigme. Program OMRA, ki se je v Sloveniji pre-workshop level, confirming the effectiveness of
začel izvajati leta 2017, je zasnovan na konceptu PDZ in psychoeducation as a tool to improve understanding of mental
vključuje izobraževalne delavnice ter spletno platformo za disorders. The OMRA programme continues to face challenges
izboljšanje pismenosti o duševnem zdravju, zlasti o motnjah in its efforts to reduce the social and economic burden of mental
razpoloženja. V raziskavi smo preverjali raven pismenosti o disorders by improving access to information and promoting
anksioznih motnjah pri udeleženkah in udeležencih spletnih oz. timely help-seeking. Its long-term goal is to improve mental
terenskih delavnic, ki so bili pred in po izvedbi health care and reduce the
psihoedukacijskega tematskega sklopa o anksiznosti povabljeni,
da izpolnijo vprašalnik pismenosti o anksioznosti. KEY WORDS
Rezultati kažejo, da se je povprečna raven pismenosti o Psychoeducation, mental health literacy, mood disorders,
aksioznosti po delavnici povečala za 17 % (p < 0,05) v primerjavi anxiety disorders, OMRA programme
s predhodno ravnijo pismenosti, kar potrjuje učinkovitost
psihoedukacije kot orodja za izboljšanje razumevanja duševnih
motenj. Izzivi programa OMRA na področju prizadevanja za 1 Uvod
zmanjševanje družbenega in ekonomskega bremena duševnih
motenj z izboljšanjem dostopa do informacij in s spodbujanjem 1.1 Motnje razpoloženja - motnje moderne dobe
pravočasnega iskanja strokovne pomoči, ostajajo. Njegov Duševne motnje so v splošni populaciji zelo pogoste in
dolgoročni cilj je boljša skrbi za duševno zdravje in zmanjšanju verjetnost, da bo nekdo obolel za kakšno od njih, je med 40 in
stigme, povezane s težavami v duševnim zdravju. 50 % [1]. Med najbolj razširjene duševne motnje uvrščamo
motnje razpoloženja, med njimi anksiozne (tesnobne) in
KLJUČNE BESEDE depresivne motnje, kar predstavlja tudi resen javnozdravstveni
Psihoedukacija, pismenost o duševnem zdravju, motnje problem tako zaradi trpljenja posameznikov in njihovih družin
razpoloženja, anksiozne motnje, program OMRA kakor znatnih stroškov, ki so povezani z njihovim zdravljenjem
in posledicami za družbo, kot so absentizem, dolgotrajna
ABSTRACT bolniška odsotnost, prezgodnja upokojitev [2]. Tako so na primer
skupni letni stroški za anksiozne motnje leta 2012 v EU dosegli
Mood disorders such as anxiety and depression are very
74,4 milijarde evrov [3]. Anksiozne motnje so skupina motenj
common in today's society and represent a major public health
(generalizirana anksiozna motnja, panična motnja, agorafobija,
problem. Although they are widespread, they remain poorly
specifične fobije, socialna fobija, obsesivno-kompulzivna
recognised and inadequately treated. The concept of mental
motnja) za katere je značilna trajna ali občasna izjemno
health literacy (MHL) is crucial to raise public awareness of
poudarjena tesnoba, ki posameznika ovira pri funkcioniranju, mu
mental disorders and their treatment and to reduce stigma. The
povzroča težave v vsakodnevnem življenju in slabša kakovost
OMRA programme, launched in Slovenia in 2017, is based on
življenja. Badelow in Michaelis [4] ocenjujeta, da ima anksiozne
the concept of mental health literacy and includes educational
motnje v življenju do 33,7 % prebivalstva. Opozarjata tudi na
slabo prepoznavanje anksioznih motenj in posledično slabše duševno zdravje, ki so namenjene laičnim javnostim. Poleg tega,
zdravljenje oz. njihovo nezdravljenje. Ni dokazov, da bi se da omogoča učinkovito posredovanje informacij, ljudi
razširjenosti anksioznih motenj v zadnjih letih spreminjala. opolnomoči, omogoča izbiro, ohranja dostojanstvo, zmanjšuje
Anksiozne motnje imajo kronični potek, z leti pa se njihova (samo)stigmo, povečuje upanje za izboljšanje ter povečuje skrb
izraženost omili. Zelo pogosto imajo ljudje po več različnih za lastno telesno in duševno zdravje [16]. Psihoedukativni
anksioznih motenj hkrati ali imajo različne anksiozne motnje po pristop se lahko uporabi v različnih modalitetah ko so pisna
enkrat ali nekajkrat v življenju. Pogosto pa so anksiozne motnje gradiva, spletne vsebine, skupinske delavnice, lahko pa tudi v
pridružene drugim duševnim motnjam [5]. obliki individualnega svetovanja. Zadnji izsledki obširne
pregledne raziskave [18] razkrivajo, da je psihoedukacija
1.2 Koncept pismenosti o duševnem zdravju najučinkovitejši ukrep za spodbujanje kognitivnih veščin in
Kljub temu, da so anksiozne motnje zelo pogoste, so še vedno pismenosti na področju duševnega zdravja.
slabo prepoznane. Če na eni strani raziskave razkrivajo, da
obstaja veliko sivo polje neustrezne obravnave oseb, ki poiščejo 2 Namen raziskave pomoč pri strokovnih službah zaradi težav v duševnem zdravju,
pa ne gre zanemariti dejstva, da je tudi odločitev posameznikov, Leta 2017 smo v Sloveniji začeli izvajati nov promocijsko
da poiščejo strokovno pomoč, kompleksen problem, na katerega preventivni program na področju duševnega zdravja OMRA
vpliva vrsta dejavnikov. Pomemben faktor, ki vpliva na odločitev (akronim programa Z večjo pismenostjo o duševnem zdravju do
o iskanju pomoči, je prepoznava, torej ali oseba dojema svojo obvladovanja motenj razpoloženja) v obliki in vsebini, ki v
težavo kot duševno motnjo. Izsledki raziskav kažejo, da znaten slovenskem prostoru do takrat še ni bila vzpostavljena [19][20].
delež laične javnosti ne prepoznava duševnih motenj [6]. Program je bil utemeljen na konceptu PDZ z osrednjim ciljem
Duševne motnje se pogosto enači s psihosocialnimi pritiski ali dvigniti raven pismenosti o motnjah razpoloženja (depresija,
stresom, šibkostmi osebe, ne pa z zdravstveno težavo [7][8], kar anksiozne motnje, bipolarna motnja razpoloženja) v laični
se odraža pri iskanju strokovne pomoči, zanimanju za zdravljenje javnosti. V ta namen so bila razvita različna orodja in pristopi
in prepričanjih o učinkovitosti zdravljenja [9]. (www.omra.si). Ena od aktivnosti opismenjevanja, ki se še vedno
Eden učinkovitejših pristopov ozaveščanja in informiranja izvaja, poteka tudi v obliki delavnic o prepoznavanju in rešitvah
prebivalstva o značilnostih in posledicah motenj razpoloženja težav, povezanih s stresom, depresijo, anksioznimi in drugimi
izhaja iz koncepta pismenosti o duševnem zdravju (angl. Mental duševnimi motnjami, kjer uporabljamo psihoedukacijski pristop.
Helath Literacy, v nadaljevanju PDZ) [10][11][12]. Koncept Delavnice izvajamo tako na terenu kakor tudi v spletni obliki.
PDZ opredeljuje pismenost kot skupek kognitivnih in socialnih Namen predstavljene raziskave je bil preveriti raven
veščin posameznika, ki omogočajo vedenje, kako pridobiti in pismenosti o anksioznosti pri udeleženkah in udeležencih
vzdrževati dobro duševno zdravje, razumevanje duševnih motenj delavnic pred in po njihovem obisku ter ugotoviti ali na raven
in njihovega zdravljenja, zmanjševanje stigme, povezane z pismenosti o anksioznosti vplivajo izbrane sociodemografske
duševnimi motnjami, znanje, kdaj in kje poiskati pomoč, spremenljivke.
razvijanje kompetenc, namenjenih izboljšanju skrbi za duševno
zdravje, in sposobnost samopomoči [10]. V novejših študijah
smo priča temu, da se koncept PDZ vse bolj usmerja v pismenost 3 Metodološki pristop
o specifičnih duševnih motnjah. V ta namen se tudi hitro 3.1 Opis vzorca raziskave razvijajo specifična orodja, s katerimi se ocenjuje poznavanje in
razumevanje določenih duševnih motenj, npr. pismenosti o V raziskavo so bili vključeni udeleženci in udeleženke 58
anksioznosti [13], depresiji [14], shizofreniji [15]. terenskih in 35 spletnih delavnic Stres povzroča stiske, okrepite
svoje moči!, ki so se izvajale v obdobju od oktobra 2018 do
1.3 Psihoedukacija in duševno zdravje marca 2024. Od skupno 2152 udeležencev in udeleženk delavnic,
Psihoedukacija je posebna oblika izobraževanja, njen osnovni jih je bilo v raziskavo vključenih 1384. Iz analize podatkov so
namen je pomagati ljudem s težavami v duševnem zdravju, da si bili izključeni tisti, ki so oddali nepopolne oz. neveljavne
pridobijo širše znanje in vedenje o svoji motnji. Psihoedukacija vprašalnike oz. jih sploh niso izpolnjevali. Podrobnejše
pomaga, da se pacienti in njihovi svojci naučijo uporabljati sociodemografske značilnosti udeležencev in udeleženk, ki so
različne strategije, ki jim bodo pomagale pri soočenju z duševno sodelovali pri preverjanju učinka delavnic na raven pismenosti o
boleznijo [16]. anksioznosti, so predstavljene v tabeli 1.
Psihoedukacija se je najprej uveljavila v psihiatrični 3.2 Pripomočki in postopek pridobivanja klinični praksi. Z njeno pomočjo se pacientom z duševnimi
motnjami in njihovim svojcem na sistematski način podaja podatkov
informacije o simptomih, etiologiji, predstavi naravo in Udeleženci in udeleženke spletnih oz. terenskih delavnic so
predviden potek psihične motnje, možnosti zdravljenja in bili pred in po izvedbi psihoedukacijskega tematskega sklopa o
rehabilitacije in dostopnost zdravstvenih in ostalih podpornih anksiznosti povabljeni, da izpolnijo vprašalnik pismenosti o
vladnih in nevladnih organizacij, informira o delovanju zdravil z anksioznosti. Na terenski delavnici so prejeli natisnjen
njihovimi stranskimi učinki, predstavi pomen drugih vzporednih vprašalnik, medtem ko jim je bila na spletni spletni delavnici bila
terapevtskih pristopov ter vlogo družine pri poteku zdravljenja Prvi sklop vprašanj se je nanašal na osnovne sociodemografske
[17]. Psihoedukacija pa se je dobro uveljavila tudi kot oblika podatke (spol, starost, izobrazba, kraj prebivanja, stan). Trditve,
preventivno promocijskih aktivnosti na področju skrbi za dobro
ki so sledile pa so bile namenjene preverjanju poznavanja Tabela 1: Sociodemografske značilnosti udeležencev in
značilnosti tesnobnih motenj ter njihovem zdravljenju. udeleženk raziskave (N = 1384).
Za namene ocenjevanja pismenost o anksioznosti je bil
uporabljen že uveljavljen vprašalnik iz tega področja A-lit
(Anxiety Literacy) (Australian National University: National
Institute for Mental Health Research [20][21]. Vprašalnik ima
dobre psihometrične značilnosti; notranja konsistentnost- α =
0,76; test-retest zanesljivost- r = 0,83, p = 0,003. Vprašalnik je
bil za namene uporabe v delavnicah OMRA preveden v
slovenščino.
Vprašalnik sestavlja 22 trditev o anksioznosti. Udeleženci 4 Rezultati
in udeleženke so pri vsaki trditvi označili odgovor PRAVILNO,
če so menili, da trditev drži, ali NAPAČNO, če so presodili, da 4.1 Psihometrične značilnosti vprašalnika
navedeno ne drži. V vseh treh vprašalnikih smo uvedli tudi pismenosti o anksioznosti kategorijo odgovora NE VEM, v kolikor o trditvi niso imeli
mnenja oz. niso poznali odgovora. S tem pristopom smo se želeli Koeficient notranje konsistentnosti (α) vprašalnika A-lit je
izogniti prisilnemu izbiranju odgovorov in ugibanju v primerih, znašal 0,77. Ker so podatki vprašalnika statistično pomembno
ko udeleženci in udeleženke ne bi bili prepričani o svojem odstopali od normalne porazdelitve (Kolmogorov-Smirnov test;
odgovoru. Pravilni odgovor se je točkoval z eno točko, nepravilni p < 0,01), smo v nadaljevanju analize podatkov uporabili
odgovori in odgovori NE VEM pa so šteli nič točk. Najvišji neparametrične statistične teste.
skupni rezultat na vprašalniku je znašal 22 točk, najmanjši pa nič Analiza podatkov je pokazala, da je bil delež udeležencev
točk. in udeleženk, ki je po delavnicah podal pravilne odgovore na
vprašalniku pismenosti primerljiv saj razlike niso bile statistično
3.3 pomembne (Mann-Whitneyjev U-test: p < 0,05) kar kaže na to, Vsebina in potek psihoedukativne delavnice Vsebino in potek tematskega sklopa delavnice o anksioznosti o anksioznosti da je vsebinski del delavnic ustrezno zastavljen in da so učinki primerljivi, ne glede na modaliteto izvedbe delavnic. Zato smo v
nadaljevanju opravili analizo učinkov delavnic na vzorcu
smo zasnovali tudi s pomočjo intervjujev in fokusnih skupin, kjer udeleženk in udeležencev terenskih in spletnih delavnic skupaj
smo s sogovorniki preverjali, o katerih vsebinah bi se želeli (N =1384). izobraževati, in v kakšni obliki naj bi bile podane. Udeležba na
delavnicah je bila prostovoljna, prijava pa je potekala na spletni 4.2 Vpliv delavnic na raven pismenosti o
platformi programa ali preko lokalnih deležnikov, pridruženih anksioznosti partnerjev programa OMRA. Vsebinsko je bila delavnica o
anksioznosti oblikovana tako, da smo v dvournem izobraževanju Raven pismenosti o anksioznosti se je pri udeležencih in
naslovili ključne tematike, ki se povezujejo z anksioznimi udeleženkah delavnic ocenjevala s pomočjo vprašalnika A-lit
motnjami. Podrobneje smo osvetlili problematiko stresa, njegove pred izvajanjem psihoedukacije o anksioznosti in po njej.
značilnosti in povezanost z motnjami razpoloženja kot njihovem Analiza podatkov je pokazala, da se je povprečna raven
sprožilcu in vzdrževalcu. Zatem so bile predstavljene značilnosti pismenosti o aksioznosti pomembno povečala po delavnici v
anksioznosti, vzroki in pristopi zdravljenja. Naslovili smo tudi primerjavi z ravnijo pismenosti pred njo (p < 0,05). Delež ljudi,
problematiko (samo)stigme in dileme samorazkrivanja v ki so imeli boljši rezultat po delavnici se je povečal za 16,75 %
zasebnem in delovnem okolju. (slika 1). Povprečno so imeli ljudje po delavnici 3,7 več
odgovorov pravilnih kot pred delavnico. 75,5 % ljudi je imelo
3.4 boljši rezultat po delavnici; 10,2 % je imelo enak rezultat pred in Statistična obdelava podatkov
po delavnici; 10,2 % je imelo enak rezultat pred in po delavnici.
Za statistično obdelavo podatkov je bil uporabljen
Opravili smo tudi dodatno analizo postavk vprašalnika A-
računalniški programski paket IBM SPSS Statistics 22.
lit (tabela 2), kjer smo preverjali katere postavke so udeleženci
Preverjanje normalnosti distribucije rezultatov je potekalo s
in udeleženke delavnic v največjem deležu označili z napačnim
pomočjo Kolmogorov-Smirnovega testa. Za namene preverjanja
njih, za primerjavo učinkov spletnih in terenskih delavnic in za je izstopala postavka Antidepresivi so učinkovit način preverjanje učinkov sociodemografskih spremenljivk na raven zdravljenja anksiozne motnje, kjer se je po delavnici povečal pismenosti je uporabljen neparametrični Mann-Whitneyjev U- delež oseb za 54,8 %, ki je pravilno odgovoril na postavko. razlik v ravni pismenosti o anksioznosti pred delavnicami in po na istih postavkah podali pravilni odgovor, se je povečal. Najbolj odgovorom pred izvedbo delavnic. Delež oseb, ki so po delavnici
test. V post hoc analizi povezanosti med izbranimi
sociodemografskimi spremenljivkami in dosežki na vprašalniku
A-lit je bil uporabljen neparametrični Spearmanov koeficient
korelacije (ρ).
omeniti nekaj omejitev, ki bi lahko vplivale tudi na naravo
izsledkov. Najprej: uporabljeno orodje pismenosti o anksioznosti
ni standardizirano za uporabo v slovenskem okolju in zato je pri
določenih postavkah lahko prišlo tudi do neenotnega
razumevanja njihovih vsebin in posledično pristranskega
odgovarjanja udeležencev. Nadalje: vzorec na katerem je bila
opravljena raziskava vsebuje določene pristranosti kot je večje
število žensk (86,6 %), prevladujočo visokošolsko izobrazbo
(52,4 %) in visok delež (74,5 %) sodelujočih, ki je imelo status
zaposlenih oseb. Delavnice smo izvajali tako na terenu kot v
spletni obliki. Statistična analiza je sicer pokazala, da med njima
Slika 2: Primerjava povprečnih ravni pismenosti o ne prihaja do statistično pomembnih razlik na ravni pismenosti o
anksioznosti pred in po psihoedukacijski delavnici. anksioznosti. Vendar pa pri udeležencih in udeleženkah spletnih
delavnic ne moremo popolnoma izključiti »goljufanja«, kjer bi
4.3 vprašalnike namesto udeleženca ali udeleženke delavnic Vpliv sociodemografskih spremenljivk na
raven pismenosti o anksioznosti izpolnjeval nekdo drug, ali da so osebe bile priključene na
spletno delavnico, niso pa sledile njenim vsebinam. Spletno
Analiza podatkov je pokazala, da so nekatere izvajanje delavnic je pokazalo, da so se jih udeleževale
sociodemografske pomembno vplivale na raven pismenosti o predvsem osebe, ki so bile digitalno pismene, z dostopom do
anksioznosti. Starost se je izkazala kot pomemben dejavnik, ki spleta in pretežno mlajše od 50 let. vpliva na raven pismenosti. Post hoc analiza je pokazala, da je
povezava med starostjo in učinkom delavnic negativna (ρ = -
0,143, p < 0.001). Torej z višjo starostjo se učinek delavnice 5 Zaključek blago manjša. Tudi raven izobrazbe se je izkazala kot statistično
Duševne motnje predstavljajo veliko družbeno in ekonomsko
pomemben dejavnik, ki vpliva na raven pismenosti o anksioznih
breme in po ocenah strokovnjakov bo v prihodnje njihova
motnjah. Udeleženci s fakultetno izobrazbo so statistično
pojavnost pri odraslih v primerjavi z ostalimi kategorijami
pomembno dosegali boljše rezultate na vprašalniku A-lit v
bolezni še naraščala, prav tako pa se bodo povečevali tudi stroški,
primerjavi s tistimi s končano osnovno (p = 0,008), poklicno (p
povezani z njihovo obravnavo. Poročilo Health at a Glance:
= 0,011) ali srednjo šolo (p = 0,002) in tistimi z višjo šolo (p =
Europe 2018 (OECD/EU, [22] razkriva, da so gospodarski in
0,013). Status udeležencev in udeleženk psihoedukacijskih
družbeni stroški duševnih motenj ocenjeni na več kot 4 % BDP
delavnic je pomembno vplival na dosežke pismenosti o
ali več kot 600 milijard evrov (ocena za Slovenijo je znašala 1,6
anksioznosti saj so pokazale statistično pomembne razlike med
milijarde evrov oz. 4,13 % BDP). Anksiozne motnje se v EU
upokojenimi in ostalimi skupinami. Upokojeni ljudje so izkazali
pojavljajo pri približno 34 % populacije, kar jih uvršča med
nižjo raven pismenosti v primerjavi z zaposlenimi (p < 0,001) in
najpogostejše duševne in vedenjske motnje.
nezaposlenimi (p < 0,001) ter višjo v primerjavi s
Kljub težkemu bremenu duševnih motenj za posameznike,
dijaki/študenti(p = 0.009).
gospodarstvo in družbo, se mu je mogoče izogniti oz. s
Čeprav so v povprečju ženske dosegale boljši rezultat na
pravočasno prepoznavo in ukrepanjem, situacijo vsaj omiliti.
vprašalniku po delavnici, razlika med spoloma ni bila statistično
Številne evropske države imajo že vzpostavljene politike in
pomembna (p = 0.69). Tudi kraj prebivališča (mesto/podeželje)
programe za obravnavo duševnih motenj pri različnih starostih in
ni pomembno vplival na raven pismenosti o anksioznosti (p =
ciljnih skupinah, vendar je za ohranjanje in spodbujanje
0,246) kljub temu, da se izkazoval trend boljših rezultatov pri
duševnega zdravja mogoče storiti še veliko več. Duševne motnje
udeležencih in udeleženkah iz podeželja.
so od vseh kroničnih nenalezljivih bolezni tiste, o katerih imata
laična in strokovna javnost najbolj različna stališča in prepričanja.
Tabela 2: Predstavitev postavk vprašalnika A-lit, na katere Predsodki in napačne informacije so bolj pravilo kot izjema, kar
so udeleženci pred psihoedukacijskimi delavnicami negativno vpliva tudi na pogostost in načine iskanja pomoči. To
najpogosteje odgovorili napačno oz. z možnostjo ne vem. izpostavljajo tudi raziskave, ki poudarjajo, da približno polovica
ljudi, ki potrebuje zdravljenje zaradi duševnih motenj, ne prejme
nikakršne zdravstvene pomoči [23].
V Sloveniji smo v letu 2017 pod okriljem Ministrstva za
zdravje začeli izvajati inovativni program OMRA: Z večjo
pismenostjo o duševnem zdravju do obvladovanja motenj
razpoloženja. Program je zasnovan večdisciplinarno in vključuje
aktualne smernice na področju izvajanja promocije duševnega
zdravja in opismenjevanja o duševnih motnjah, ki so trenutno
najpogostejše – motnje razpoloženja. Cilj programa je povečati
dostopnost do različnih informacij, povezanih z zgodnjim
4.4 prepoznavanjem motenj razpoloženja in razpoložljivih oblikah Omejitve raziskave
(samo)pomoči s pomočjo spletne izobraževalne platforme in
Rezultati raziskave so se pokazali skladnost s primerljivimi preko izvajanja psihoedukativnih delavnic. Izvajanje delavnic, ki
mednarodnimi raziskavami s tega področja, vendar vseeno velja so zasnovane na konceptih psihoedukacije in pismenosti o
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Kaj lahko postorimo za svojo varnost na osebnem
računalniku?
What Can We Do for Our Security on a Personal Computer?
prof. dr. Saša Divjak
Univeza v Ljubljani, Fakulteta za računalništvo
in informatiko
sasa.divjak@fri.uni-lj.si
POVZETEK ABSTRACT
Cilj predavanja je udeležence opremiti z znanjem in The aim of the lecture is to equip participants with knowledge
praktičnimi nasveti za izboljšanje varnosti na njihovih osebnih and practical tips for improving security on their personal
računalnikih, s čimer bodo zmanjšali tveganje za izgubo computers, thereby reducing the risk of data loss and
podatkov in kibernetske napade. Predavanje se osredotoča na cyberattacks. The lecture focuses on the key steps individuals can
ključne korake, ki jih lahko posamezniki sprejmejo za zaščito take to protect their data and privacy while using a personal
svojih podatkov in zasebnosti pri uporabi osebnega računalnika. computer. It is based on personal experiences. The emphasis will
Predavanje temelji na osebnih izkušnjah. Poudarek bo na be on the following topics:
naslednjih temah: Basics of Cybersecurity: Understanding the importance of
Osnove kibernetske varnosti: Razumevanje pomena varnosti online security, identifying potential threats (e.g., viruses,
na spletu, prepoznavanje potencialnih groženj (npr. virusi, malware, phishing), and how these threats affect computers and
zlonamerna programska oprema, phishing) in kako te grožnje personal data.
vplivajo na računalnik in osebne podatke. Updates and Security Settings: The importance of regularly
Posodobitve in varnostne nastavitve: Pomembnost rednega updating the operating system and software, as updates often
posodabljanja operacijskega sistema in programske opreme, saj include fixes for security vulnerabilities. A review of the basic
posodobitve pogosto vključujejo popravke za varnostne security settings that should be enabled on a personal computer.
ranljivosti. Pregled osnovnih varnostnih nastavitev, ki jih je treba Using Strong Passwords: Practical advice for creating and
omogočiti na osebnem računalniku. managing strong, unique passwords, as well as using two-factor
Uporaba močnih gesel: Praktični nasveti za ustvarjanje in authentication for added protection.
upravljanje močnih, unikatnih gesel ter uporaba dvofaktorske Safe Use of the Internet and Applications: How to identify
avtentikacije za dodatno zaščito. malicious websites, avoid downloading unverified programs, and
Varna uporaba spleta in aplikacij: Kako prepoznati the importance of downloading software from official sources.
zlonamerne spletne strani, izogibanje prenosu nepreverjenih Data Backup: The reasons why regular data backups are
programov in pomembnost prenosa programske opreme iz important and various methods for backing up data, such as cloud
uradnih virov. services and external hard drives.
Varnostno kopiranje podatkov: Razlogi, zakaj je pomembno Protection against Social Engineering: Recognizing social
redno varnostno kopirati podatke ter različne metode za engineering techniques used by criminals to obtain sensitive
varnostno kopiranje, kot so oblačne storitve in zunanji trdi diski. information and how to protect oneself from them.
Zaščita pred socialnim inženiringom: Prepoznavanje tehnik
socialnega inženiringa, s katerimi kriminalci pridobijo občutljive
informacije, in kako se pred njimi zaščititi.
Digitalna pismenost v osnovnošolskem izobraževanju
Digital Literacy in Primary Education
Aleksandar Dončev Eva Jereb
Ministrstvo za vzgojo in izobraževanje, Ljubljana, Univerza v Mariboru, Fakulteta za organizacijske vede,
Slovenija Kranj, Slovenija
aleksandar.doncev@gov.si eva.jereb@um.si
digitalizacijo izobraževalnih procesov in nadgradnjo
POVZETEK izobraževalnega sistema [1].
Prispevek obravnava pomen digitalne pismenosti in veščin v Ta preobrazba je tesno povezana z razvojem tehnologij,
sodobnem izobraževalnem sistemu. V ospredju je potreba po digitalizacijo procesov in virov, ter zahtevo po stalnem
digitalni transformaciji osnovnošolskega izobraževanja, ki posodabljanju na najnovejše tehnološke rešitve [2].
vključuje uporabo sodobnih tehnologij in digitalnih virov v V tem kontekstu so se tudi osnovne šole odločile za digitalno
učnem procesu. Opisan je pomen izobraževanja učiteljev in preobrazbo, pri čemer so vključile tehnologije v svoje
učencev o varni in odgovorni rabi digitalnih orodij ter izobraževalne, administrativne in komunikacijske procese.
informiranja o kritičnem presojanju digitalnih medijev. Različne izobraževalne platforme in elektronske komunikacije,
Prispevek prav tako obravnava izzive in prednosti digitalne kot so e-pošta in sporočila, so postale nepogrešljiv del vzgojno-
pismenosti, ter opozarja na nevarnosti, kot so zloraba osebnih izobraževalnega procesa [3].
podatkov in spletno nadlegovanje. Izpostavljen je sistematičen S tem so učitelji in učenci pridobili dostop do sodobnih
pristop k izobraževanju o digitalni pismenosti, ki presega zgolj tehnologij in digitalnih virov, kar je spodbudilo šole, da
tehnične vidike in vključuje širši družbeni in kritični pogled na prenovijo svoje tradicionalne izobraževalne modele. Vodenje in
digitalne medije. zagotavljanje digitalne preobrazbe v osnovnošolskem
izobraževanju pa zahteva razvoj spretnosti tako učiteljev kot
KLJUČNE BESEDE učencev, da lahko učinkovito izkoristijo napredne tehnološke rešitve [4]. Digitalna pismenost, digitalne veščine, digitalna medijska
pismenost, digitalna bralna pismenost, osnovnošolsko
izobraževanje 2 DIGITALNA PISMENOST, VEŠČINE IN
KOMPETENCE
ABSTRACT
Nastanek in širitev socialnih omrežij v digitalni dobi je
The paper discusses the importance of digital literacy and
privedla do družbenih sprememb, ki imajo velik vpliv na
skills in the modern education system. In the foreground is the
področje osnovnošolskega izobraževanja. Programi za
need for digital transformation of primary school education,
izobraževanje učiteljev se soočajo s izzivom priprave bodočih
including modern technologies and digital resources in the
učiteljev, da lahko kritično interpretirajo digitalne medije.
learning process. The importance of educating teachers and
Učitelji morajo biti v tem delu odgovorni in kritični, če želijo iz
students about the safe and responsible use of digital tools and
otrok razviti državljane, ki so dobro obveščeni. Pri tem se v
informing them about the critical assessment of digital media is
ospredju postavlja dilema, ali so učitelji v skladu z razvojem
described. The paper also discusses the challenges and benefits
digitalnih medijev sposobni kritičnega mišljenja [5].
of digital literacy and warns of dangers such as misuse of
Uporabniki digitalne tehnologije morajo za učinkovito učenje
personal data and online harassment. A systematic approach to
s pomočjo tehnologije že zgodaj pridobiti znanje in veščine.
digital literacy education is highlighted, which goes beyond mere
Eden od izzivov je, da morajo uporabniki pridobivati nove in
technical aspects and includes a broader social and critical view
razvijati obstoječe veščine za delovanje in smiselno uporabo
of digital media.
tehnologije. Digitalna preobrazba osnovnošolskih učilnic
KEYWORDS presega zgolj uporabo orodij in programske opreme, vpliva na
znanje in veščine njenih uporabnikov, učiteljev in učencev ter
Digital literacy, digital skills, digital media literacy, digital didaktiko in procese izobraževalnih ustanov [6].
reading literacy, primary school education Primeri uporabe izobraževalne tehnologije se lahko najdejo v
digitalnih pedagogikah, tehnoloških modelih ter prilagodljivih,
1 odprtih in pametnih tehnologijah. Vsi deležniki osnovnošolskih UVOD
izobraževalnih ustanov morajo za učinkovito digitalno učenje
Tehnološki napredek je na podlagi digitalne preobrazbe tako skozi prizmo digitalne preobrazbe vseskozi slediti inovacijam na
v javnem kot tudi v zasebnem sektorju omogočil podlago za tem področju, predvsem pa morajo biti pozorni in pripravljeni,
da sledijo spremembam in implementirajo novosti, ki jih prinaša
digitalna preobrazba osnovnošolskega izobraževanja. Ker se naslavljati pomanjkanje digitalne pismenosti med otroci in
tehnologija nenehno razvija, nove spretnosti ne bodo ostale mladostniki in jih pripraviti na izzive sodobne digitalne družbe
statične, ampak se bodo nenehno spreminjale [7]. ter opolnomočiti za samostojno, odgovorno in kritično uporabo
digitalnih medijev [14].
3 DIGITALNA MEDIJSKA PISMENOST
Zagovorniki sodobnega izobraževanja, ki je vse bolj pod 4 DIGITALNA BRALNA PISMENOST
vplivom digitalne transformacije, poudarjajo pomen krepitve Nasloviti izzive, ki jih prinaša digitalna preobrazba
digitalne pismenosti tako otrok kot tudi učiteljev v slovenskega sistema osnovnošolskega izobraževanja, omogoča
osnovnošolskem izobraževanju. Tradicionalne metode se neprekinjen prehod od tradicionalnega k modernemu
pogosto osredotočajo zgolj na praktično uporabo digitalnih izobraževalnemu sistemu in s tem izboljšanje digitalne bralne
orodij, ne upoštevajo pa njihovega širšega vpliva. Vedno bolj se pismenosti.
priznava, da na digitalne tehnologije ne bi smeli gledati le kot na Tradicionalni sistem osnovnega šolskega izobraževanja, ki ga
tveganja ali priložnosti, ampak skozi celovito lečo, ki vključuje poznamo danes, se sooča z spremembami in reformami.
digitalno pismenost in spletno varnost. Namesto ozke Povečuje se povpraševanje po novem znanju in večji digitalni
osredotočenosti na digitalne prakse je bistveno razviti kritičen bralni pismenosti v modernem izobraževalnem sistemu. V
pristop k razumevanju vpliva digitalnih medijev v zadnjih letih se je s predstavitvijo digitalnih tehnologij v
osnovnošolskem izobraževanju. To vključuje posodobitev slovenskih osnovnih šolah znatno povečalo število digitalnih
obstoječih pedagoških okvirov in strategij za soočanje z novimi učnih gradiv, ki so na voljo učiteljem in učencem. Hkrati so se
izzivi, ki jih prinašata digitalizacija in razvoj družbenih medijev pojavili specifični izzivi pri njihovi uporabi, kot so razlike med
[5]. učitelji, pomanjkanje usposabljanja učiteljev za delo z
Razmerje med tehnologijami in produkcijo digitalnih medijev digitalnimi učnimi gradivi ter pomanjkanje ustrezne opreme in
ni novo, vendar postaja bolj zapleteno, saj sedanje in prihajajoče naprav v šolah.
tehnologije preusmerjajo naše medijske prakse stran od Z zagotavljanjem celovitega zajema okvirja ocenjevanja
množične produkcije k različnim oblikam komunikacije. Obstaja branja in izvajanjem skupinskega prilagodljivega načrta je
potreba po novi fazi izobraževanja o digitalni medijski nastala raziskava PIRLS 2021, ki predstavlja najobsežnejše in
pismenosti predvsem v razredih osnovnih šol. Čeprav se številne najbolj kompleksno mednarodno ocenjevanje digitalne bralne
šole ukvarjajo s konceptom "digitalne tehnologije" v različnih pismenosti učencev doslej, ki je vključevalo 18 nizov besedil in
stopnjah, je poudarek predvsem na tehničnih veščinah. To je nalog ePIRLS. PIRLS 2021 je edino mednarodno ocenjevanje
razumljivo, saj učitelji v osnovnih šolah običajno nimajo izobraževalnih dosežkov, ki je uspešno zbralo podatke med
formalnega izobraževanja ali usposabljanja na področju digitalne motnjami v šolanju učencev v času epidemije Covid-19.
medijske pismenosti [8]. Mednarodna zbirka podatkov PIRLS 2021 zagotavlja izjemno
V ospredju je miselnost, da bi morala medijska pismenost bogat in dragocen vir podatkov za raziskovanje, ki so jih
otrok presegati zgolj frazo z dobronamernim pomenom, ki povzročili vplivi Covid-19 na digitalizacijo poučevanja in učenje
zahteva medijsko izobraževanje kot sistematičen program branja. Raziskava se osredotoča na ocenjevanje bralne
poučevanja in učenja za vse otroke v osnovnih šolah. Vendar to pismenosti otrok ob koncu 4. razreda osnovne šole, kar pomeni,
ne izključuje potrebe po regulaciji saj potrebujemo oboje. da so udeleženci raziskave v povprečju stari približno 10 let. Ta
Digitalno medijsko izobraževanje ni namenjeno zgolj ocenjevanja se izvajajo v rednih petletnih intervalih. Junija 2021
posamezniku, ki se uči spopadati z izzivi povečane rabe IKT gre je bilo tako izvedeno merjenje bralne pismenosti na šolah. V
tudi za zahtevo po spremembah v dojemanju novodobnih sklopu raziskave se zbirajo podatki s pomočjo vprašalnikov, ki
medijev [9]. jih izpolnijo učenci, učitelji in ravnatelji. S temi vprašalniki se
V kontekstu usposabljanj in izobraževanj na področju pridobijo informacije o različnih dejavnikih, ki lahko vplivajo na
digitalne pismenosti je potrebno izpostaviti Erasmus+ projekt uspešnost pri branju. Rezultati nalog in podatki, pridobljenih iz
"Digitalna medijska pismenost" Združenja EPEKA, katerega vprašalnikov, se nato primerjajo in analizirajo. Tako se
namen je izboljšanje digitalne medijske pismenosti med otroci in proučujejo bralni dosežki učencev in povezave med temi dosežki
mladostniki. V okviru tega projekta je bila junija leta 2023 ter različnimi dejavniki, tako med državami kot znotraj Slovenije
izvedena diseminacijska aktivnost, kjer so otrokom in [11].
mladostnikom v lokalnem okolju predstavili izsledke projekta in Mednarodna raziskava PISA - Raziskava PISA (ang.
jih opremili z dodatnimi znanji na področju digitalne medijske Programme for International Student Assessment) je globalna
pismenosti. Cilj te aktivnosti je bil omogočiti pridobitev ključnih raziskava OECD, ki meri kompetence 15-letnikov v matematiki,
kompetenc za odgovorno in kritično uporabo digitalnih medijev. naravoslovju in bralni pismenosti, vključno z digitalno
Projekt se osredotoča na deset korakov za spodbujanje digitalne pismenostjo. Rezultati raziskave PISA v Sloveniji nudijo
pismenosti med otroci in mladostniki. Ti vključujejo vpogled v digitalne kompetence slovenskih otrok. PISA V
izobraževanje skozi delavnice, seminarje in predavanja, razvoj Sloveniji je 75 odstotkov učencev doseglo raven osnovnih
kritičnega mišljenja, dostop do kakovostnih virov in orodij, bralnih spretnosti (raven 2), kar je za 8 odstotnih točk manj kot
spodbujanje kreativnosti ter izmenjavo izkušenj. Poudarjajo tudi leta 2018. Najvišjo stopnjo bralnega znanja in spretnosti (ravni 5
varno uporabo digitalnih medijev, aktivno udejstvovanje pri in 6) doseže 4 odstotke slovenskih učencev in 7 članic OECD.
ustvarjanju digitalnih vsebin, razvoj komunikacijskih veščin, Opredelitev bralne pismenosti v raziskavi PISA je opredeljena
sodelovanje s starši in izobraževalnimi ustanovami ter sledenje kot: razumevanje, uporaba, razmišljanje o zapisanem besedilu in
trendom na področju digitalnih medijev. Namen projekta je angažiranost ob branju besedila, ki bralcu oziroma bralcu
omogoča doseganje zastavljenih ciljev, razvijanje lastnega ciljev. S tem pristopom lahko digitalno tehnologijo uporabimo
znanja in spretnosti ter potencialov ter aktivno sodelovanje v ne le kot orodje za zamenjavo tradicionalnih metod poučevanja,
družbi [12]. temveč kot sredstvo za inovacije in globlje učenje.
Ob prvem pregledu rezultatov raziskave PISA lahko opazimo,
da naši učenci dosegajo nadpovprečne rezultate v primerjavi z
vrstniki iz drugih držav OECD, kar kaže na učinkovitost našega 6 ZAKLJUČEK
izobraževalnega sistema. Vendar, za celovito razumevanje in Povečana uporaba digitalnih tehnologij v osnovnih šolah
smiselno interpretacijo teh rezultatov v kontekstu našega odpira nove priložnosti, vendar prinaša tudi izzive, kot so spletno
nacionalnega osnovnošolskega sistema je potrebno dodatno nadlegovanje, neprimerna spletna komunikacija, izsiljevanje,
premisliti o natančnih dejavnikih teh rezultatov [13]. kraja identitete in širjenje lažnih informacij. Deviantno vedenje
V raziskavi PISA je še posebej pomembno prepoznati vpliv učencev pri digitalizaciji izobraževanja se lahko kaže v
uporabe informacijsko-komunikacijske tehnologije (IKT) na odvisnosti od digitalnih naprav in iger, kar vpliva na akademski
digitalno pismenost otrok v osnovnošolskem izobraževanju. uspeh ter socialne in čustvene vidike. Pomembno je zagotoviti
Digitalna pismenost, ki vključuje zmožnost učinkovite uporabe ustrezno infrastrukturo in opremo, da se omogočijo enake
IKT orodij in virov, je ključna za uspešno vključevanje v možnosti za vse učence, hkrati pa preprečiti, da prevelika
sodobno družbo in izobraževanje. Vendar pa razlike v dostopu odvisnost od tehnologije negativno vpliva na socialne veščine in
do IKT in raznolikosti učnih priložnosti lahko prispevajo k kompetence otrok. Digitalne tehnologije lahko izboljšajo učni
digitalnemu razkoraku med učenci. Zato je pomembno, da se šole proces, če se z njimi modro ravna. Ključna je tudi ustrezna
in izobraževalne ustanove osredotočijo na enakopravno izobrazba učiteljev in učencev o varni in odgovorni uporabi IKT,
dostopnost do IKT orodij ter razvijanje digitalnih veščin pri vseh da bodo učitelji znali pravilno širiti znanje o teh temah in učenci
učencih. [14]. učinkovito uporabljati pridobljene veščine.
Internetna podjetja, ki omogočajo digitalne socialne
5 UPORABA DIGITALNE TEHNOLOGIJE V za njihovo vsebino, saj objavljajo in distribuirajo medijske platforme pri tem ne morejo biti popolnoma izvzeta odgovornosti
UČNEM PROCESU vsebine, ne glede na to, kdo jih ustvari. Potrebna je nova
Za uspešno vključevanje digitalnih tehnologij v regulacija, kot npr. za politične oglase, ki so na televiziji strogo
osnovnošolski izobraževalni sistem je potrebno, da tako učenci nadzorovani. Podobna pravila morajo veljati tudi za internet.
kot učitelji že v zgodnji fazi osvojijo ustrezno znanje in veščine. Druga težava je zasebnost, saj ljudje pogosto ne berejo pogojev,
Primarni namen uporabe digitalne tehnologije pri pouku je preden se strinjajo z njimi, kar omogoča zlorabo njihovih
izboljšanje kakovosti poučevanja in učenja, hkrati pa postopno podatkov. Otroci so na to posebej ranljivi saj so na spletu
razvijamo digitalne spretnosti, koncepte in njihovo uporabo v izpostavljeni škodljivim medijskim kampanjam. Pri izvajanju
različnih okoljih. To omogoča uspešno reševanje kompleksnih kampanj se morajo podjetja zavzemati za bolj sprejemljiv in
življenjskih problemov. uravnotežen pristop pri promociji izdelkov. Monopoli niso
Kot primer uporabe digitalnih tehnologij v učnem proces koristni za zaščito zasebnosti podatkov, zato bi morala vlada
lahko navedemo model SAMR, ki vključuje zamenjavo (S – ang. spodbujati konkurenco. Medijska in tehnološka podjetja bi
Substitution), obogatitev (A – ang. Augmentation), spremembo morala plačati več davkov, kar bi lahko financiralo digitalno
(M – ang. Modification) in redefinicijo (R – ang. Redefinition) medijsko izobraževanje v osnovnih šolah in skupnostih.
in je eden izmed pristopov k vključevanju digitalne tehnologije Za zagotavljanje kakovostnega, varnega in spodbudnega
v učni proces. Ta model predstavlja štiri različne načine, kako učnega okolja je nujno, da naslovimo ta vprašanja in poiščemo
vključiti tehnologijo v poučevanje in učenje, pri čemer se ravni ustrezne odgovore, ki bodo prispevali k izboljšanju digitalne
razlikujejo glede na učinkovitost uporabe digitalne tehnologije. pismenosti in splošnega učnega uspeha otrok v osnovnošolskem
Na najnižji ravni (zamenjava) digitalna tehnologija nadomesti izobraževanju.
tradicionalna orodja brez dodane vrednosti. Na primer, učenci
namesto pisanja v zvezke tipkajo na računalnike. Naslednja
raven (obogatitev) izboljša učinkovitost učnih aktivnosti, kjer
digitalni dokumenti omogočajo lažje urejanje in deljenje
informacij, kar naredi učne procese bolj učinkovite. Na višji
ravni (sprememba) tehnologija spreminja učne aktivnosti in
omogoča doseganje bolj kompleksnih in višjih učnih ciljev.
Uporaba simulacij in interaktivnih orodij omogoča globlje
razumevanje zapletenih konceptov. Najvišja raven (redefinicija)
vključuje učne aktivnosti, ki so možne le s pomočjo digitalne
tehnologije, kot so globalne kolaboracije med učenci iz različnih
držav preko spleta, kar omogoča učenje in izmenjavo idej na
načine, ki brez digitalne tehnologije ne bi bili mogoči [15].
Razvoj digitalnih kompetenc pri učencih in dijakih je
ključnega pomena za njihovo uspešno vključevanje v sodobno
digitalno družbo. Model SAMR ponuja strukturiran pristop k
vključevanju tehnologije v učni proces, ki omogoča postopno
nadgradnjo učnih aktivnosti in doseganje kompleksnejših učnih
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in-designing-instruction
Učenje španščine z jezikovno aplikacijo Duolingo
Learning Spanish with the Duolingo Language App
Ana Dvoraček
Srednja ekonomska šola Ljubljana
Ljubljana, Slovenija
ana.dvoracek@seslj.si
language and vice versa, sorting words into the correct word
POVZETEK order, thematic stories with comprehension questions, etc.). In
Dandanes ima praktično že vsak dijak pametni telefon, na the research, we examined the effect of Duolingo on students of
katerega lahko naloži številne aplikacije za učenje jezika in z Spanish. We found that students use Duolingo 1 time per day
njimi dopolni klasičen način poučevanja. Glede na upad (42%) and thus maintain a streak of consecutive days in the app,
motivacije dijakov za šolo in učenje na sploh, je modro, da that the vast majority of students (80%) find the app easy to use,
učitelji najdemo še druge načine poučevanja, ki so dijakom bližje. that it helps them learn Spanish (60%) and that they like learning
Mobilno učenje dijakom omogoča fleksibilen način samoučenja with it (53%), which is very positive and we can conclude that it
izven pouka, ki pa lahko postopoma poveča tudi motivacijo za is an effective tool for independent Spanish learning.
sam pouk. S številnimi vajami, ki so razdeljene na lekcije in
spretnosti, jezikovna aplikacija Duolingo uči besedišče in KEYWORDS
slovnico. Pri tem se ves čas uporabljata tako izvirni kot ciljni Duolingo, language app, learning foreign languages, self-
jezik. Vaje v aplikaciji vključujejo različne spretnosti, kot so study, Spanish
izgovorjava, prevajanje, slušno razumevanje, in vajami
(prepoznavanje besede s pomočjo slike, narek, prevajanje iz
izvirnega v ciljni jezik in obratno, razvrščanje besed v pravilen 1 UVOD
besedni red, tematske zgodbe z vprašanji za razumevanje, itd.). Dandanes ima praktično že vsak dijak pametni telefon, na
V raziskavi smo preverjali, kakšen učinek ima jezikovna katerega lahko naloži številne aplikacije za učenje jezika in z
aplikacija Duolingo na dijake španščine. Ugotovili smo, da dijaki njimi dopolni klasičen način poučevanja.
Duolingo uporabljajo 1-krat na dan (42 %) in s tem vzdržujejo Kot pojasni Ramírez Montoya [6], je mobilno jezikovno
niz zaporednih dni v aplikaciji, da je za veliko večino dijakov učenje naslednik e-učenja, ki je kakršnokoli učenje s podporo
(80 %) aplikacija enostavna za uporabo, jim pomaga pri učenju elektronskih orodij in virov. Mobilno učenje oz. m-učenje
španščine (60 %) in imajo radi učenje z njo (53 %), kar je zelo dijakom omogoča fleksibilen način samoučenja izven pouka, ki
pozitivno in lahko sklepamo, da gre za učinkovito orodje za pa lahko postopoma poveča tudi motivacijo za sam pouk. V
samostojno učenje španščine. nadaljevanju se bomo osredotočili na jezikovno aplikacijo
Duolingo, do katere lahko dijaki dostopajo z mobilnimi telefoni
KLJUČNE BESEDE ali po spletu.
Duolingo, jezikovna aplikacija, samoučenje, španščina,
učenje tujih jezikov
2 PREGLED LITERATURE
ABSTRACT Duolingo je jezikovna aplikacija, ki sta jo novembra 2011
Nowadays, practically every student has a smartphone, on ustvarila Luis Von Ahn in Severin Hacker. Gre za brezplačno
which they can download many language learning applications aplikacijo, ki ponuja tudi plačljivo nadgradnjo. Slednja
and use them to supplement the classical teaching method. Given uporabniku omogoči neomejeno ponavljanje brez izgubljanja
the decline in students' motivation for school and learning in življenj in draguljev, ki so neke vrste valuta v aplikaciji. S
general, it is wise for teachers to find other ways of teaching that številnimi vajami, ki so razdeljene na lekcije in spretnosti,
are closer to students. Mobile learning allows students a flexible Duolingo uči besedišče in slovnico. Pri tem se ves čas uporabljata
way of self-learning outside of classes, which can also gradually tako izvirni kot ciljni jezik. Nabor jezikov in kombinacije
increase motivation for the class itself. With many exercises izvirnih ter ciljnih jezikov so številne, npr. angleščina in
divided into lessons and skills, the Duolingo language app španščina, ruščina in kitajščina itd. Cilj aplikacije je, da
teaches vocabulary and grammar. Both the source and target uporabniki z vsemi rešenimi vajami in ponovitvami dosežejo
languages are used at all times. The exercises in the application nivo B2 v ciljnem jeziku. Ena glavnih značilnosti aplikacije je
include various skills such as pronunciation, translation, listening ponavljanje s pomočjo algoritmov, ki zaznajo, katere besede ali
comprehension, and exercises (recognizing a word with the help stavke mora uporabnik ponoviti glede na pretekle napake. Vaje
of a picture, dictation, translating from the original to the target v aplikaciji vključujejo različne spretnosti, kot so izgovorjava,
prevajanje, slušno razumevanje, in vajami (prepoznavanje niz dni reševanja vaj v aplikaciji, doseženo določeno število točk
besede s pomočjo slike, narek, prevajanje iz izvirnega v ciljni izkušenj XP, minimalno število napak pri reševanju vaj, dnevni
jezik in obratno, razvrščanje besed v pravilen besedni red, čas reševanja vaj, skupen izziv opravljanja vaj s prijateljem itd.
tematske zgodbe z vprašanji za razumevanje, itd.) [5]. 4. Profil uporabnika, ki vključuje ustvarjen avatar ali
Pomembno je tudi izpostaviti, da Duolingo uporabnikom poljubno fotografijo, uporabniško ime, datum pridružitve
hkrati nudi takojšnjo povratno informacijo po vsaki opravljeni aplikaciji, sledilce in osebe, ki jim sledi, statistiko in dosežke.
vaji. Po mnenju Garcíe je povratna informacija podana na več
načinov: kot pohvala, kot komentar na opravljeno aktivnost, s
točkami izkušenj XP in z dragulji [2]. S slednjim Duolingo
uporabnike usmerja k samoučenju. Gre za »učenje, pri katerem
konceptualizacijo, oblikovanje, vodenje in vrednotenje učnega
projekta usmerja uporabnik sam« [1].
Kot razloži Munday, je aplikacija razdeljena na različna
področja [5]:
1. Drevo, ki vključuje vsebinska področja z vajami, ki
spreminjajo barve, začenši s sivo (ki označuje, da se z vajo še ni
začelo), nadaljuje se z različnimi barvami (ki označujejo začetek
opravljanja vaje) in konča z zlato (ki označuje, da je uporabnik
usvojil vajo in opravil vse ponovitve), kot prikazuje Slika 1. Pri
vsakem vsebinskem področju Duolingo nudi tudi kratek pregled Slika 2: Dosežki sledilcev in reakcije slovnice in besedišča. Po vsaki opravljeni vaji je uporabnik
nagrajen s točkami izkušenj XP, dragulji in pohvalo s strani Kot lahko opazimo, je Duolingo zelo moderna jezikovna
aplikacije. aplikacija, ki je podobna igri, čeprav je večina vaj zelo
tradicionalnih, osnovanih na prevodu, nareku in izgovorjavi [5].
Kot zatrjuje Krashen [4], vaje v Duolingo vključujejo zavestno
učenje, ki pa po njegovem mnenju ne vodi do jezikovne
kompetentnosti, saj gre za tradicionalni način poučevanja, ki ga
je v 60. letih 20. stoletja nadomestila komunikativna metoda.
Pomembno se je zavedati, da z aplikacijo ne želimo nadomestiti
poučevanja v razredu, temveč ga popestriti in dijake usmeriti k
samoučenju. Hall, Graham in Cook [3] celo poudarjajo, da je
prevajanje v številnih kontekstih naravno in učinkovito sredstvo
učenja jezika, razvija pomembno spretnost, odgovarja
učenčevim potrebam in ščiti učenčevo jezikovno ter kulturno
identiteto.
Ravno z raziskavo na Srednji ekonomski šoli Ljubljana bomo
preverili, kaj dijakom ustreza in kaj ne.
3 REZULTATI
Cilj raziskave je presoditi, ali se lahko jezikovna aplikacija
Duolingo uporablja kot učinkovito orodje za samostojno učenje
španščine in za dopolnitev pouka španščine. Dijaki lahko
Slika 1: Drevo z vsebinskim področjem aktivnosti in aplikacijo uporabljajo kadarkoli in kjerkoli pod pogojem, da
vremena imajo dostop do interneta, si sami prilagajajo težavnost glede na
vaje, ki jih rešujejo, in utrjujejo že pridobljeno znanje španščine.
2. Sodelovanje z drugimi uporabniki je omogočeno na
Raziskava temelji na deskriptivni in kavzalno-
podoben način kot na drugih socialnih omrežjih. Uporabniki
se na ta način spodbujajo, kot prikazuje Slika 2. V aplikaciji so anketiranja, kot inštrument pa anketni vprašalnik. Podatke smo tudi lestvice najboljših po vsem svetu v različnih ligah, ki v pridobili preko spletne ankete 1KA na začetku pouka španščine. uporabnikih vzbujajo tekmovalnost in željo po zmagi. Izhodišče raziskave je vzorec 173 dijakov srednje strokovne lahko sledijo drug drugemu, reagirajo na opravljene dosežke in raziskovanja. Za zbiranje podatkov smo uporabili tehniko neeksperimentalni metodi empiričnega pedagoškega
Uporabniki so nanje uvrščeni po točkah izkušenj XP, ki jih šole, in sicer Srednje ekonomske šole Ljubljana. V vzorcu je bilo pridobijo z opravljanjem vaj. Vsako nedeljo ob 19. uri po času anketiranih 114 žensk in 59 moških. Povprečna starost je bila 16 ZDA se lestvice osvežijo. let (1. letnik). Prvi del vprašalnika zajema splošna podatka o 3. Dosežki uporabnikov, ki se beležijo sproti in so zanje dijakih: spol in letnik, ki ga na srednji strokovni šoli obiskujejo. uporabniki nagrajeni z različnimi značkami, dvojnimi točkami Sledijo sklopi vprašanj, ki se nanašajo na namen raziskave. izkušenj XP, možnostjo zamrznitve zaporednega niza dni Sklopi so razdeljeni glede na pogostost rabe Duolinga, na reševanja vaj ali celo z nekajdnevno brezplačno nadgradnjo motivacijsko plat aplikacije in na rabo aplikacije tudi v prihodnje. aplikacije, ki je sicer plačljiva. Kot dosežki se smatrajo zaporedni
Vprašanja so zaprtega tipa. Anketni vprašalnik obsega 5 vprašanj.
Podatki so prikazani grafično tabelarično.
S Slike 3 je razvidno, da dijaki Duolingo uporabljajo 1-krat
na dan (42 %) in s tem vzdržujejo niz zaporednih dni v aplikaciji.
Nekateri so še bolj motivirani in aplikacijo uporabljajo večkrat
na dan (16 %). Drugi aplikacijo uporabljajo le redko ali nikoli
(35 %).
Slika 5: Vprašanje glede uporabe aplikacije Duolingo v
bodoče
4 ZAKLJUČEK
V raziskavi smo preverjali, kakšen učinek ima jezikovna
aplikacija Duolingo na dijake španščine. Najprej je Duolingo
začela uporabljati profesorica, nato so si aplikacijo pri pouku na
Slika 3: Pogostost uporabe aplikacije Duolingo svoje mobilne telefone naložili še dijaki. Ugotovili smo, da dijaki Duolingo uporabljajo 1-krat na dan (42 %) in s tem vzdržujejo
Na Sliki 4 so vidni odgovori dijakov na dane trditve o niz zaporednih dni v aplikaciji, da je za veliko večino dijakov
Duolingu. Za veliko večino dijakov (80 %) je aplikacija (80 %) aplikacija enostavna za uporabo, jim pomaga pri učenju
enostavna za uporabo, jim pomaga pri učenju španščine (60 %) španščine (60 %) in imajo radi učenje z njo (53 %), kar je zelo
in imajo radi učenje z njo (53 %), kar je zelo pozitivno in lahko pozitivno in lahko sklepamo, da gre za učinkovito orodje za
sklepamo, da gre za učinkovito orodje za samostojno učenje samostojno učenje španščine. Čeprav iz raziskave ni tako zelo
španščine. Pri bolj specifičnih trditvah so dijaki večinoma razvidno, smo povečano motivacijo dijakov za pouk španščine
neopredeljeni. Odkar uporabljajo aplikacijo, ne vedo, če so bolj opazili iz številnih komentarjev na hodniku in pred samim
motivirani za pouk španščine (47 %) ali če pouku lažje sledijo poukom španščine. Bili so predvsem na temo zaporednih dni in
(42 %). Kljub vsemu 35 % dijakov pa zaradi uporabe Duolinga novih dosežkov v aplikaciji. Tisti, ki aplikacijo redno uporabljajo,
lažje sledi pouku. Neopredeljeni tudi, ko profesorica spremlja so opazili tudi vključenost profesorice, in sicer, da redno
njihov napredek (46 %), čeprav smo menili, da bo to pozitivno spremlja njihove dosežke z danimi emodžiji v aplikaciji.
vplivalo na njihovo motiviranost in to v 39 % primerih tudi drži. Kljub vsemu ima Duolingo tudi določene pomanjkljivosti.
Domnevamo, da so neopredeljeni, ker se počutijo nadzirane in Vrsta vaj je omejena, ponavljanje določenih besednih zvez
ne dodatno motivirane za učenje španščine. Kar se tiče razloga (pre)pogosto, novih besed ter besednih zvez ni veliko in po
za uporabo Duolinga, prav tako niso enotni. Nekateri ga določenem času lahko uporaba aplikacije postane monotona,
uporabljajo le zaradi opravljenega izziva (37 %), kar je eden dolgočasna. Hkrati lahko postane tudi naporno opravljati vaje
izmed delov alternativnega ustnega ocenjevanja pri pouku vsak dan, da se vzdržuje niz zaporednih dni, vendar je to za
španščine, drugi imajo tudi druge razloge (30 %). dijake izziv, ki jim bo koristil tudi v življenju na sploh, saj se s
tem učijo vztrajnosti.
Predlagamo, da učitelji tujih jezikov premislijo, če bi tudi oni
aplikacijo uporabili za dodatno motivacijo za pouk tujega jezika
in morda tudi kot del ocene v primeru določenega števila
zaporednih dni.
ZAHVALA
Zahvalila bi se ravnateljici za podporo in dijakom Srednje
ekonomske šole Ljubljana za aktivno uporabo aplikacije
Duolingo ter sodelovanje v raziskavi.
LITERATURA IN VIRI
[1] Stephen Brookfield, 2009. Self- Directed Learning. In R. Maclean & D.
Slika 4: Trditve glede uporabe aplikacije Duolingo Wilson (Eds.), International Handbook of Education for the Changing
World of Work, (2615-2627). Springer, Rotterdam.
Na Sliki 5 so vidni odgovori dijakov glede uporabe aplikacije DOI: https://doi.org/10.1007/978-1-4020-5281-1_172
[2] Ignacio Garcia, 2013. Learning a Language for Free While Translating the
Duolingo v bodoče, pri čemer je več kot večina dijakov (56 %) Web. Does Duolingo Work? International Journal of English Linguistics,
odgovorila pritrdilno in 35 % dijakov z morda, kar ponovno Vol. 3, No. 1. 19-25. DOI: https://doi.org/10.5539/ijel.v3n1p19
[3] Hall G, Cook G. Own-language use in language teaching and learning.
potrdi dejstvo, da je Duolingo lahko učinkovito dopolnilno Language Teaching, 45 (3), 271-308.
orodje za pouk tujega jezika in za samostojno učenje. DOI: https://doi.org/10.1017/S0261444812000067
[4] Stephen Krashen, 2014. Does Duolingo “trump” university-level language
learning? International Journal of Foreign Language Teaching, 9 (1), 13-
15.
[5] Pilar Munday, 2015. The case for using DUOLINGO as part of the
language classroom experience. RIED. Revista Iberoamericana de
Educación a Distancia. 19 (1), 83-101. DOI:
https://doi.org/10.5944/ried.19.1.14581
[6] María S. Ramírez Montoya, 2009. Recursos tecnológicos para el
aprendizaje móvil (mlearning) y su relación con los ambientes de
educación a distancia: implementaciones e investigaciones. RIED. Revista
iberoamericana de educación a distancia, 12 (2), 57-82.
Vloga umetne inteligence pri ustvarjanju zgodb v
animiranih filmih: »Vpliv na kognitivne procese in
izobraževalni sistem«
Role of Artificial Intelligence in Animated Storytelling:
»Impact on Cognitive Processes and the Education System«
mag. Mojca Guštin
Srednja medijska in grafična šola Ljubljana
Pokopališka ulica 33, Ljubljana, Slovenija
mojca.gustin@smgs.si
pripisujejo človeške lastnosti in namere neživim objektom na
POVZETEK podlagi njihovih gibanj in interakcij;
Pripovedovanje zgodb je od nekdaj ključno orodje za prenos Ugotoviti, kako lahko tehnologija, podprta z UI orodji,
idej, kultur in znanja med ljudmi. S prihodom umetne inteligence bistveno izboljša, predvsem pa pohitri, proces ustvarjanja in
(UI) se je način pripovedovanja predvsem pa ustvarjanja zgodb kreiranja novih zgodb ter izboljša učni proces, saj omogoča
bistveno spremenil, saj so se pojavile inovativne metode za bolj učinkovito in motivirano učenje dijakov;
ustvarjanje in doživljanje zgodb. V Dreamfarm studiu v članku prikazati, kako formativno spremljanje in sumativno
»How Artificial Intelligence will change animation forever« [1] ocenjevanje znanja omogočata celostno izobraževanje, kjer
raziskujejo, kako lahko z UI izboljšamo scenarije, in sicer z dijaki ne le pridobijo teoretično znanje, temveč tudi razvijajo
analizo uspešnih vzorcev v prejšnjih produkcijah in praktične spretnosti in kompetence;
spremljanjem povratnih informacij gledalcev. Z uporabo umetne predstaviti primer dobre prakse z uporabo različnih orodij za
inteligence lahko izboljšate svojo zgodbo s prilagoditvijo ustvarjanje zgodb in generiranje slik ter kako so uporabljena
vsakega dialoga. Algoritmi lahko izboljšajo pisanje scenarijev za orodja vplivala na dijakov ustvarjalni proces in učne rezultate.
animacijo z analizo vzorcev uspeha v prejšnjih produkcijah in V prispevku bomo predstavili implementacijo in integracijo
dominantnih povratnih informacij gledalcev. Poleg scenarija se UI orodij predvsem za ustvarjanje zgodb (Simpleshow in
lahko posvetujete z UI, ki vam predlaga ustvarjalne ideje ali ChatGPT), UI orodje za izdelavo vizualne pripovedi zgodbe v
prilagodi obstoječe. Seveda pa UI na tem področju še potrebuje obliki zgodborisa (Boords) ter UI orodja za generiranje slik (Kitl
veliko dela in človeški ustvarjalec je še vedno zelo pomemben AI Image Generator in Dalle). Ta orodja so bila vključena v učni
člen v verigi celotnega procesa ustvarjanja animiranih filmov. proces z namenom izboljšanja ustvarjalnih zmožnosti dijakov in
Cilj tega članka je raziskati in predstaviti, kako UI spreminja premagovanja omejitev, ki jih postavljajo obstoječa programska
področje pripovedovanja ter ustvarjanja zgodb v animaciji, zlasti orodja. Ustvarjalne zmožnosti znotraj te implementacije, v
v kontekstu animiranega filma. Poleg tega bomo preučili, kako nasprotju z omejitvami tradicionalnih tehnik in metod
dojemanje zgodb vpliva na kognitivne procese dijakov in kako poučevanja, omogočajo dijakom, da preizkusijo različne pristope
lahko tehnologija, podprta z UI orodji, izboljša proces k ustvarjanju zgodb in vizualnemu pripovedovanju zgodbe. S
ustvarjanja in kreiranja novih zgodb ter izboljša učni proces, saj kombinacijo teh orodij in individualnemu pristopu dela v
omogoča bolj učinkovito in angažirano učenje dijakov. Naše skupinah smo dijakom omogočili bolj dinamično in interaktivno
raziskave temeljijo na prejšnjih ugotovitvah Fritza Heiderja in učno okolje. Za formativno spremljanje, samovrednotenje in
Marianne Simmelove [2], Davida Eagleman [3] ter različnih vrstniško vrednotenje znanja smo uporabili različna orodja
sodobnih raziskavah o pomembnosti pripovedovanja zgodb za (1KA, Padlet in spletne učilnice). Pričakuje se, da bodo zaključki
človeški um avtorjev, kot so Dwayne Harapnuik [4], Rachel iz tega prispevka vodili k boljšemu razumevanju ustvarjalnega
Gillett [5] in Rahul Prakash [6]. Temeljno vodilo izvedbe je bilo procesa v kontekstu integracije UI orodij v izobraževalni proces.
poiskati ustrezne učne cilje, učne aktivnosti in načine To vključuje povezovanje tehnoloških inovacij in ustvarjalnega
ocenjevanja, v okviru katerih bi lahko vsak dijak ob koncu dela, kar omogoča dijakom, da razvijejo tako teoretične kot
zaključnega letnika sam ali v skupini izdelal svoj animirani film praktične spretnosti pri izdelavi medijskih vsebin, v našem
s poudarkom na sporočilnosti oz. pomenu zgodbe, pri katerem bi primeru animacije.
si pomagal s sodobnimi orodji, ki podpirajo uporabo UI. Namen
prispevka je bil: KLJUČNE BESEDE
pojasniti, kako dojemanje ljudi vpliva na proces ustvarjanja Animirani film, formativno ocenjevanje, kognitivni procesi,
zgodb, pri čemer se osredotočamo na način, kako ljudje pripovedovanje zgodb, umetna inteligenca
ABSTRACT software tools. The creative possibilities within this
Storytelling has always been a crucial tool for transmitting implementation, in contrast to the limitations of traditional
ideas, cultures, and knowledge among people. With the rise of techniques and teaching methods, allow students to experiment
artificial intelligence (AI), the way stories are told, and specially with different approaches to storytelling and visual storytelling.
created, has fundamentally changed, introducing innovative By combining these tools and an individualized approach to
methods for story creation and experience. The article "How group work, we enabled students to engage in a more dynamic
Artificial Intelligence Will Change Animation Forever" by and interactive learning environment. For formative monitoring,
Dreamfarm Studio explores how AI can enhance scripts by self-assessment, and peer assessment of knowledge, we used
analyzing successful patterns in previous productions and various tools (1KA, Padlet and online classrooms). The
tracking viewer feedback. Using AI, you can refine your story by conclusions from this article are expected to lead to a better
making small adjustments to each dialogue. Algorithms can understanding of the creative process in the context of integrating
improve animation scriptwriting by analyzing success patterns in AI tools into the educational process. This includes connecting
past productions and dominant viewer feedback. Beyond technological innovations with creative work, allowing students
scripting, AI can be consulted to suggest creative ideas or adjust to develop both theoretical and practical skills in creating media
existing ones. However, AI in this field still requires significant content, specifically in our case, animation.
development, and the human creator remains a vital part of the
entire animation production process. KEYWORDS
The goal of this article is to explore and present how AI is Animated Film, Formative Assessment, Cognitive Processes,
transforming the field of storytelling and story creation in Storytelling, Artificial Intelligence
animation, particularly within the context of animated films.
Additionally, we will examine how the perception of stories
impacts the cognitive processes of students and how technology, 1 UVOD
supported by AI tools, can enhance and accelerate the process of Sodobni izobraževalni sistemi se soočajo z izzivom
creating new stories, improving the educational process by vključevanja novih tehnologij v pedagoške prakse. UI ponuja
enabling more efficient and engaged student learning. Our obetavne priložnosti za izboljšanje izobraževanja z uporabo
research is based on previous findings by Fritz Heider and animacije. Ta pristop omogoča bolj interaktivne in angažirane
Marianne Simmel [2], David Eagleman [3], and various učne izkušnje, kar je še posebej pomembno za današnje dijake,
contemporary studies on the importance of storytelling for the ki so navajeni vizualnih in digitalnih vsebin. Poleg tega razvoj
human mind by authors such as Dwayne Harapnuik [4], Rachel orodij s podporo UI omogoča formativno spremljanje znanja, kar
Gillett [5], and Rahul Prakash [6]. učiteljem pomaga pri prilagajanju učnih načrtov in metod
The fundamental guiding principle of the implementation was poučevanja potrebam posameznih dijakov. V tem prispevku
to identify appropriate learning objectives, activities, and raziskujemo preplet UI in ustvarjanja zgodb v kontekstu
assessment methods through which each student could create medijskih vsebin, predvsem v animiranem filmu. S poudarkom
their own animated film by the end of their final year, na percepciji dijakov glede drugačnega načina poučevanja,
emphasizing the message and meaning of the story, aided by uporabi UI orodij za generiranje slik in strukturiranju zgodb ter
modern tools that support AI use. The purpose of the article was formativnem spremljanju znanja želimo prikazati potencial in
to: izzive, ki jih prinaša integracija UI v izobraževanje. Raziskava
Explain how human perception influences the storytelling vključuje analizo anketnih podatkov dijakov, ki so si ogledali
process, focusing on how people attribute human video o gibanju geometrijskih oblik in ustvarili zgodbo ter
characteristics and intentions to inanimate objects based on izdelali kratki animirani film z uporabo UI orodij. Poleg tega
their movements and interactions; bomo predstavili orodja, ki nam omogočajo formativno
Determine how AI-supported technology can significantly spremljanje znanja, ki je ključnega pomena za prilagajanje učnih
improve and speed up the process of creating new stories, procesov in izboljšanje učnih izidov.
thereby improving the educational process by facilitating more
efficient and motivated student learning;
2 METODA DELA Demonstrate how formative assessment and summative
evaluation of knowledge allow for education, where students Raziskava je vključevala dijake, ki so si ogledali animirani
not only gain theoretical knowledge but also develop practical film z geometrijskimi oblikami, ne da bi vedeli, kdo je film
skills and competencies; naredil ali kaj naj bi pomenil. Po ogledu animiranega filma je 64
Present a case of good practice in using various tools for story dijakov izpolnilo anketni vprašalnik, ki je meril njihove
creation and image generation, and how these tools influenced interpretacije in čustvene odzive na gibanje oblik. Anketna
the students' creative process and learning outcomes. vprašanja so bila zasnovana za merjenje percepcije, razumevanja
In this article, we will present the implementation and in čustvenega odziva dijakov na animirane vsebine. Poleg ankete
integration of AI tools primarily for story creation (Simpleshow so dijaki izdelali tudi končni izdelek, kratki animirani film. Na
and ChatGPT), an AI tool for creating visual storytelling in the koncu so izrazili svoje dojemanje, mnenje in razmišljanje s
form of storyboards (Boords), and AI tools for image generation pomočjo zastavljenih vprašanj ter orodjem Padlet, ki nam je
(Kitl AI Image Generator and Dalle). These tools were integrated omogočal takojšnjo diskusijo in medsebojno interakcijo.
into the learning process to improve the students' creative
capabilities and overcome the limitations posed by existing
2.1 nezavedni procesi vplivajo na naše odločitve in obnašanje [3]. Kognitivni procesi v socialni percepciji in
nagnjenost k sklepanju Predstavitev teh študij dijakom je ključna, ker jim omogoča, da
razumejo, kako močno zgodbe vplivajo na naše možgane in zakaj
Nedavne znanstvene raziskave [7] kažejo, kako zgodbe
so tako učinkovite pri komuniciranju kompleksnih idej. Pri
spreminjajo naš odnos, prepričanja in vedenje. Fritz H. in
Marianne S. [2] sta izvedla klasično študijo, ki je preučevala, te ugotovitve za: pisanju in ustvarjanju animiranih filmov lahko dijaki uporabijo
kako ljudje pripisujejo človeške lastnosti, namere in čustva razvijanje zgodb, ki so čustveno nabite in povezujejo preprostim geometrijskim oblikam, kot so trikotnika in krog, na
gledalce na globlji ravni, s čimer izboljšajo angažiranost in
podlagi njihovega gibanja in interakcij. S pomočjo animiranega
pomnjenje vsebine;
filma, v katerem so trikotniki in krogi komunicirali med seboj uporabo kognitivnih procesov za oblikovanje likov in zgodb, skozi gibanje, sta odkrila, da ljudje te oblike pogosto
ki odražajo človeške lastnosti in namere, kar omogoča
interpretirajo kot namerne akterje, ki sodelujejo v kompleksnih
gledalcem, da se povežejo z liki in razumejo njihove motive;
socialnih interakcijah, kot so preganjanje, izogibanje, boj in
sodelovanje. Ta raziskava je pokazala, kako močno je človeško za učinkovito sporočanje idej in vrednot, kar poveča vpliv
nagnjenje k antropomorfizaciji in kako pomembni so kognitivni animiranega filma na gledalce in spodbuja kritično razmišljanje. procesi v socialni percepciji. V povezavi s to študijo smo izvedli Integracija teh študij v izobraževalni proces omogoča raziskavo med dijaki, ki so si ogledali animirani film z dijakom, da bolje razumejo pomembnost pripovedovanja zgodb geometrijskimi oblikami, ne da bi vedeli, kdo je film naredil ali in kako lahko uporabijo te tehnike za izboljšanje svojega dela pri kaj naj bi pomenil. Raziskavo smo izvedli, ker nas je zanimalo, ustvarjanju animiranih filmov. S tem se ne le izboljša kakovost kako današnje generacije, ob tako močnem vplivu digitalizacije, njihovih projektov, temveč tudi njihovo splošno razumevanje dojemajo te vsebine. Slika 1 nam prikazuje študijo animiranega kognitivnih procesov in sposobnost učinkovitega komuniciranja filma Fritza H. in Marianne S. [2] ter dijake med gledanjem skozi vizualne in narativne medije. animiranega filma.
2.2 Vloga umetne inteligence pri
pripovedovanju zgodb v animiranih filmih
Dijaki so za pisanje scenarija sprva uporabili orodje
ChatGPT. Kljub temu da jim je ChatGPT pomagal oblikovati
zgodbo, rezultati niso bili povsem zadovoljivi glede kreativnosti
in izvirnosti. Zato so se dijaki odločili, da raje uporabijo svojo
avtorsko zgodbo, ki so jo nato dodatno razvili in strukturirali z
Slika 1: Prikaz študije anim. filma Fritza H. in Marianne S. ključne točke zgodbe v koherentno strukturo, vključno z [2] ter dijake med gledanjem anim. filma. uporabo UI orodja Simpleshow, ki jim je pomagal organizirati
uvodom, zapletom, vrhuncem, razpletom in zaključkom. Ko je
bil scenarij dokončan, so dijaki prešli na ustvarjanje zgodborisa.
Človeški um deluje kot procesor zgodb in ne kot logični
Slika 2 nam prikazuje uporabo UI orodja Boords, za risanje
procesor. To pomeni, da so zgodbe ključen način, kako ljudje
zgodborisov. Dijaki so ustvarili okvirne risbe za vsak prizor iz
dojemajo svet, si zapomnijo informacije in komunicirajo med
scenarija, pri čemer jim je UI orodje Boords omogočil, da
seboj [4]. Zgodbe nam pomagajo ustvarjati smiselne povezave
vizualizirajo dogajanje in določijo ključne točke zgodbe.
med novimi in starimi izkušnjami, kar je temeljno za proces
Zgodboris je vključeval pomembne vizualne elemente, kot so
učenja. V izobraževalnih okoljih je zato priporočljivo uporabljati
postavitev likov, premiki kamere in zaporedje dogodkov.
pristop, ki omogoča avtentične učne priložnosti, kjer imajo
učenci izbiro, lastništvo in glas v procesu učenja. Dijaki lahko z
uporabo zgodb celo izboljšajo svoje učenje in razumevanje
kompleksnih konceptov. Naši možgani hrepenijo po zgodbah,
ker nam pomagajo ustvarjati čustvene povezave in bolje razumeti
ter si zapomniti informacije [5]. Med branjem zgodb so naši
možgani bolj aktivni, saj se aktivirajo enaki deli možganov, kot
bi se ob dejanskem doživljanju izkušnje. Zgodbe pomagajo tudi
pri izboljšanju spomina in povezanosti s prejeto vsebino, kar je
ključnega pomena za učinkovito trženje in komunikacijo.
Študija, objavljena na spletnem dnevniku Prakasha, R. [6] Slika 2: Izdelana vizualna pripoved zgodbe z uporabo UI
poudarja, da je pripovedovanje zgodb ključno pri sprejemanju orodij.
odločitev. Ljudje uporabljajo zgodbe za oblikovanje in krepitev
svojih kognitivnih procesov, saj zgodbe pomagajo pri Animacija je orodje, s katerim animatorji poskušajo popeljati
razumevanju kompleksnih situacij in omogočajo globlje gledalca skozi umetno ustvarjen svet na tak način, da se gledalec
čustvene povezave. Zgodbe so močno orodje, ki vpliva na naše vživi vanj. Za prvi prizor so dijaki želeli uporabiti futuristični
zaznavanje in odločanje, saj nam pomagajo interpretirati svet svet. Z uporabo UI orodja Kitl AI Image Generator so ustvarili
okoli nas in sprejemati premišljene odločitve. Pri ustvarjanju realistično in estetsko privlačno sliko, ki ustreza viziji njihove
zgodb je pomembno, da poznamo dejstva, kako naši možgani zgodbe. Dijaki so vnesli ključne elemente vpisa v Kitl AI Image
obdelujejo zvoke in slike, kako zaznavamo resničnost ter kako Generator, ki je na podlagi teh podatkov zgeneriral več možnih
slik. Dijaki so izbrali najbolj primerne slike, jih uredili v orodjih in učenje. Glavni namen je zagotoviti sprotne povratne
za urejanje slik, jih združili in uporabili v animaciji. Slika 3 nam informacije, ki pomagajo pri prilagoditvi poučevanja in učenja
prikazuje primer umetno ustvarjenega sveta v tehniki 2D [8, 9]. Sumativno ocenjevanje je proces ocenjevanja učenčevega
računalniške animacije. znanja in spretnosti na koncu učnega obdobja ali enote, da bi se
ocenila stopnja doseganja učnih ciljev. Glavni namen
sumativnega ocenjevanja je ovrednotiti končno znanje in
dosežke učencev ter jih primerjati s standardi ali cilji [10].
Rezultati ankete so pokazali, da dijaki še vedno interpretirajo
gibanje oblik na podoben način kot v študiji Fritza H. in
Marianne S., kar potrjuje trajnost teh kognitivnih procesov. Iz
raziskave dojemanja in interpretacije gibanja oblik, kjer je
sodelovalo 64 dijakov, so se pokazali zanimivi rezultati. Večina
dijakov (75 %) je menila, da video prikazuje zgodbo o lovu in
pobegu, medtem ko jih je 13 % videlo preprosto gibanje oblik, 8
% pa je menilo, da gre za nekakšno igro. Pri vprašanju o zgodbi,
ki so jo videli v gibanju oblik, jih je 81 % zaznalo prepir in
Slika 3: Umetno ustvarjen svet v tehniki 2D računalniške animacije. preganjanje, 11 % ljubezensko zgodbo, 8 % pa naključno gibanje
brez pomena. Glede čustev, ki so jih zaznali pri gibanjih
pomočjo Adobe programskega okolja, ki prav tako vključuje Ostale elemente zgodbe so dijaki izrisali in animirali s posameznih oblik, je 73 % dijakov zaznalo strah in jezo, 22 % nevtralnost, 5 % pa veselje in srečo. Kar 95 % dijakov je odnos med večjo in manjšo trikotno obliko opisalo kot konflikt, podporo UI. Adobe orodja, kot so Adobe Illustrator, Adobe After medtem ko jih je 3 % menilo, da ni nobenega posebnega odnosa, Effects in Adobe Photoshop, so jim omogočila, da ustvarijo 2 % pa je zaznalo sodelovanje. Krožna oblika v zgodbi je za 47 profesionalno izgledajoče animacije in vizualne učinke. UI % dijakov predstavljala žrtev, za 30 % heroja, za 23 % pa funkcionalnosti v teh orodjih so jim pomagale optimizirati nevtralno figuro. Pri vprašanju, kako bi spremenili video za delovni proces in izboljšati kakovost končnega izdelka. Slika 4 ustvarjanje drugačne zgodbe, bi 69 % dijakov spremenilo gibanje nam prikazuje posamezne prizore iz končnega animiranega filma oblik, 19 % bi spremenilo ozadje, 13 % pa bi dodalo več oblik. Kibo. Najbolj presenetljivo pri gibanju oblik je bilo za 69 % dijakov
način interakcije oblik, za 20 % hitrost gibanja, za 11 % pa barva
oblik. Glede pripisovanja čustev ali namenov neživim
predmetom je 45 % dijakov odgovorilo, da to počnejo občasno,
34 % pogosto, 19 % pa nikoli. Slika 5 nam prikazuje rezultate
ankete v obliki toplotne karte. Močnejša kot je rdeča barva, več
dijakov je izbralo to trditev. Na sliki se lepo vidi, kako so
elementi »dramatičnosti« v gibanju poganjali domišljijo zgodb.
Slika 4: Prikaz posameznega prizora iz končnega
animiranega filma Kibo.
2.3 Formativno in sumativno spremljanje in
ocenjevanje znanja
Spremljanje, preverjanje in ocenjevanje znanja je zaradi
kompleksnosti tisti del izobraževalnega procesa, ki zahteva
premišljeno načrtovanje in izvedbo. S stalnim spremljanjem
razvoja znanja posameznega učenca zbiramo podatke o vrzeli v
znanju zato, da najdemo vzroke za motnje učenja, medtem ko
lahko ugotovitve vključimo v naslednjo fazo načrtovanja, učenja
na srednješolskem nivoju pri pouku odprtega kurikula Animacije. Slika 5: Prikaz rezultata ankete: Raziskovanje dojemanja in poučevanja. V prispevku bomo predstavili, kako to izvajamo
in interpretacije gibanja oblik.
Uporabili bomo tako formativno kot tudi sumativni način
spremljanja in ocenjevanja znanja. Ta podobnost med zgodovinsko študijo in našimi rezultati Formativno ocenjevanje je proces zbiranja podatkov o poudarja trajnost in univerzalnost kognitivnih vzorcev v učenčevem učenju med učnim procesom, da bi učitelji in učenci interpretaciji animiranih vsebin. Naše ugotovitve so v skladu s lahko prepoznali močne in šibke točke ter izboljšali poučevanje sodobnimi raziskavami o pomembnosti pripovedovanja zgodb za
človeški um [4]. Zgodbe imajo ključno vlogo pri našem dijak in učitelj skupaj ugotovila, da sta dosegla želeni cilj oz.
dojemanju sveta in pri učenju. standard znanja glede na predhodno določene kriterije in
Rachel [5] poudarja, da naši možgani hrepenijo po zgodbah, navodila, zato sta lahko končala proces učenja z vrednotenjem.
ker nam pomagajo bolje razumeti in si zapomniti informacije. Dijaki so delali samostojno ali v skupinah in so se samovrednotili
Poleg tega pripovedovanje zgodb vpliva na naše odločitve in ter medvrstniško vrednotili (uporaba orodij Padlet, osebna
krepi kognitivne procese, kar še dodatno potrjuje pomen naših demonstracija svojih rešitev, kritičnega prijateljevanja, diskusija
ugotovitev v izobraževalnem kontekstu. ...). Preverjanje vmesnih faz izdelave je bilo usmerjeno v to, da
V kontekstu, kako UI spreminja področje animacije s dijaki ustrezno pojasnijo, kako rešitve danih izzivov delujejo,
poudarkom na ustvarjanju zgodb in uporabi UI orodij za ocenjevanje pa se izvaja na podlagi odobritve načeloma ustreznih
generiranje scenarijev, slik in ostalih elementov, učni cilji na rešitev. Učitelj je zagotavljal sprotne formativne povratne
formativni ravni obsegajo predvsem razumevanje kognitivnih informacije o tem, kako izboljšati pristope v reševanju izzivov.
procesov v socialni percepciji, spoznavanje različnih tehnik Projektna naloga je bila predstavljena na zaključnem seminarju z
animacije, razumevanje razvoja animacije kot umetniške in diaprojekcijo. Menimo, da če lahko dijak dokaže dvig učnih
pripovedne oblike ter razumevanja, kako UI vpliva na proces dosežkov in kakovost znanja s tem, da izdela kratki animirani
ustvarjanja animacije. Na formativni ravni se učni cilji film z uporabo UI orodij, ki ima močno sporočilnost in je
osredotočajo na razvoj spretnosti in kompetenc skozi sposoben samovrednotenja oz. medvrstniškega vrednotenja, je
kontinuirano ocenjevanje in povratne informacije. Cilj je nalogo uspešno opravil. Tak pristop omogoča celostno
pomagati dijakom pri izboljšanju njihovega učenja in izobraževanje, kjer dijaki ne le pridobijo teoretično znanje,
prilagajanju učnih pristopov. V kontekstu animiranega filma in temveč tudi razvijajo praktične spretnosti in kompetence, kot jih
uporabe UI v izobraževanju so dijaki aktivno sodelovali pri poudarjajo v članku omenjene študije [4, 5, 6].
razvijanju svoje sposobnosti ustvarjanja in pisanja zgodb z
vključevanjem vizualne pripovedi zgodbe. Dijaki so razvijali Slika 7 nam prikazuje uporabo aplikacije Padlet, kjer so dijaki
spretnosti ustvarjanja animacij, pri čemer so uporabljali različne ob zaključku in po predstavitvi projekta podali svoje mnenje.
tehnike in orodja, ki so podpirala UI. Z uporabo kritične analize Dijaki so s pomočjo QR kode zajeli vprašanja ter nanje anonimno
in refleksije so se dijaki naučili analizirati in kritično odgovarjali. Odgovarjali so na pet vprašanj:
samovrednotiti ter tudi vrstniško vrednotiti animirane vsebine, ki 1. Kaj že vem o zgradbi zgodbe, pisanju scenarijev, kakšne so
so jih ustvarili sami ali njihovi sošolci. Skozi proces so dijaki moje predstave o izdelavi anim. filma s pomočjo UI?
reflektirali svoj učni proces in sprejemali ukrepe za izboljšanje 2. Zakaj so snov, veščine, vrednote zame pomembne? Kako jih
svojih spretnosti in znanj. Učitelj je ves čas formativno spremljal bom lahko uporabil/-a pri drugih predmetih, v bodočem
napredek posameznega dijaka oz. skupine skozi posamezne poklicu?
procese izdelave (povratne informacije na osnutke nalog, 3. Koliko časa potrebujemo za izdelavo zgodbe, scenarija in
diskusije v razredu, samoevalvacija in vrstniška evalvacija) ter koliko za izdelavo anim. filma?
jim posredoval redne povratne informacije, ki so dijakom 4. Kako bom dokazal/-a, da sem cilj dosegel/-a?
pomagale razumeti, kaj so naredili dobro in kje so potrebne 5. Kaj sem se naučil/-a? Kako učinkovit/-a sem bil/-a?
dopolnitve.
Slika 6: Prikaz diskusije v razredu.
Slika 7: Prikaz analize po zaključku izdelanega projekta.
Integracija formativnih učnih ciljev ter sumativnega
ocenjevanja v izobraževalnem procesu omogočata celostno Opaziti je bilo, da je uporaba aplikacije Padlet spodbudila
izobraževanje, kjer dijaki ne le pridobijo teoretično znanje, učence k bolj kritičnemu in iskrenemu premisleku o zgradbi
temveč tudi razvijajo praktične spretnosti in kompetence. zgodbe, pisanju scenarijev in predstavi o izdelavi animiranega
Uporaba UI v tem kontekstu omogoča bolj inovativne in filma s pomočjo UI. Učenci so bili zmožni anonimno izraziti
dinamične učne metode, ki spodbujajo kreativnost, kritično svoje dojemanje, kar je povečalo stopnjo odprtosti in iskrenosti
mišljenje in aktivno učenje. Formativno ocenjevanje se torej v povratnih informacijah. Učenci so tudi dobro sprejeli možnost,
osredotoča na zbiranje sprotnih informacij od dijakov med učnim da svoje mnenje delijo brez pritiska javnega izpostavljanja, kar
procesom, medtem ko sumativno ocenjevanje analizira končne je izboljšalo kakovost njihovih odgovorov. Kot pozitivno bi
rezultate in dosežke dijakov po zaključku učne enote. Postopek izpostavili, da je orodje omogočilo takojšnje razmišljanje in
ocenjevanja se je začel v fazi sumativnega povzemanja, ko sta interakcijo, kot izziv pa bi se lahko štelo omejevanje globine
razprave zaradi narave kratkih odzivov na platformi. Za prvo
vprašanje lahko podamo, da so dijaki pokazali široko informacije, ki so jim pomagale izboljšati njihove pristope in
razumevanje zgradbe zgodb, pisanja scenarijev in uporabe UI pri rešitve, kar je ključno za uspešno formativno spremljanje in
izdelavi animiranih filmov. Navdušeni so nad potencialom UI, ki ocenjevanje znanja. Učenje torej postane vidno, ko učitelj pri
olajša delo, pospeši procese in generira nove ideje, vendar se sebi razjasni namene poučevanja, predvsem pa z učenci razjasni
zavedajo njene kompleksnosti in omejitev. Razumejo, da mora namene učenja. Jasni nameni učenja izboljšajo kakovost učenja
biti zgodba smiselno zgrajena in kreativna, scenarij pa vključuje in učnih dosežkov učencev. Formativno spremljanje in
opise dogajanja in dialoge, pri čemer UI pomaga avtomatizirati vrednotenje je pokazalo, da izboljša strategijo učenja in
proces, vendar človeški prispevek ostaja ključnega pomena. poučevanja, poveča kakovost znanja, predvsem pa vpliva na
Menijo, da UI dopolnjuje človeško kreativnost, saj je za končno večjo odgovornost dijakov za lastno učenje in znanje. Sklepamo
izdelavo čustveno bogate zgodbe nujno vključevanje človeške lahko, da je uporaba UI orodij v izobraževalnem procesu
perspektive. Pri drugem vprašanju, zakaj so snov, veščine, učinkovita metoda za izboljšanje učnih izidov, saj omogoča bolj
vrednote za njih pomembne in kako jih bodo lahko uporabili, so dinamične in interaktivne učne izkušnje. Tak pristop ne le
dijaki prepoznali pomembnost snovi, veščin in vrednot, saj te izboljša kakovost izobraževanja, temveč tudi pripravi dijake na
prispevajo k njihovemu celovitemu razvoju in uspehu v bodočem prihodnje izzive v svetu, kjer bo umetna inteligenca igrala vse
poklicu. Znanje, pridobljeno pri tem projektu, jim omogoča bolj pomembno vlogo.
nenehno izboljševanje, kritično mišljenje in ustvarjalnost.
Poudarjajo, da so pridobljene veščine uporabne pri drugih
predmetih ter pri reševanju realnih izzivov v poklicnem LITERATURA IN VIRI
življenju, medtem ko vrednote usmerjajo njihove etične [1] Dreamfarm Studios. 2023. Future of Animation: How Artificial
odločitve in vedenje. Ugotovili so, da jim umetnost in kreativnost Intelligence Will Change Animation Forever. Pridobljeno na: https://dreamfarmstudios.com/blog/how-ai-change-animation/ dodajata smisel življenja ter omogočata, da v vsakdanje življenje [2] Heider, F., & Simmel, M. 1944. An Experimental Study of Apparent
vnašajo delčke umetnosti. Koliko časa potrebujejo za izdelavo, Behavior. University of Illinois Press The American Journal of
so dijaki odgovorili, da je čas, potreben za izdelavo zgodbe, Psychology
Vol. 57, No. 2 (Apr., 1944), pp. 243-259 (17 pages). Dostopno na:
scenarija in animiranega filma, odvisen od zapletenosti projekta http://cs.uky.edu/~sgware/reading/papers/heider1944experimental.pdf
in kakovosti, ki jo želijo doseči. Pisanje zgodbe lahko traja od [3] Eagleman, D. 2015. The Brain: The Story of You, Canongate Books
[4] Harapnuik, D. 2018. The Human Mind is a Story Processor, Not a Logic
nekaj dni do tednov, medtem ko scenarij zahteva več tednov do Processor. Dostopno na: https://www.harapnuik.org/?p=7445
mesecev. Izdelava animiranega filma je najdaljša faza, ki lahko [5] Gillett, R. 2014. Why Our Brains Crave Storytelling In Marketing.
traja od nekaj mesecev do več let, odvisno od dolžine in Pridobljeno: https://www.fastcompany.com/3031419/why-our-brains-
crave-storytelling-in-marketing
zahtevnosti animacije. Glede doseganja cilja so dijaki menili, da [6] Prakash, R. 2023. Decision making and storytelling. Dostopno na:
ga bodo dosegli, ko bodo zadovoljni s končnim izdelkom https://www.rahulprakash.me/blog-2/decisionmaking
[7] Mohamed, A. 2021. Storytelling-A Scientific Analysis in Life/Philosophy.
animiranega filma. Uspeh bodo merili s ponosom na dosežene Dostopno na: https://countercurrents.org/2021/05/storytelling-a-
rezultate in prepoznavanjem lastnega napredka. Na vprašanje, scientific-analysis/ [8] Carnegie Mellon University. 2024. What is the difference between kaj so se naučili in kako so bili učinkoviti, so odgovorili, da so formative and summative assessment? Dostopno na:
se naučili celoten proces izdelave animiranega filma, pridobili https://www.cmu.edu/teaching/assessment/basics/formative-
izkušnje timskega dela, razporeditve nalog in praktičnih tehnik summative.html
[9] Brodnik, V. 2024. Formativno spremljanje in vrednotenje znanja in
animacije. učenja. Zavod RS za šolstvo. Gradivo za izobraževanje dijakov na daljavo
s portala Jazon na povezavi: https://jazon.splet.arnes.si/formativno-
spremljanje-in-vrednotenje-znanja-in-ucenja/
3 [10] University of San Diego. 2024. Formative vs. Summative Assessment: ZAKLJUČEK
What’s the Difference? USD Pro Ed. Dostopno na:
https://pce.sandiego.edu/formative-vs-summative-assessment/
V raziskavi smo preučili vpliv UI na ustvarjanje zgodb v
animiranih filmih in njegov pomen za izobraževalni sistem.
Ugotovili smo, da lahko uporaba UI orodij, kot so Simpleshow,
Boords in Kitl AI Image Generator, bistveno pohitrijo in
izboljšajo proces ustvarjanja zgodb in animiranih vsebin, kar
omogoča bolj učinkovito in angažirano učenje dijakov. Naša
raziskava je pokazala, da so dijaki, ki so sodelovali v procesu,
razvili sposobnosti za ustvarjanje kompleksnih in čustveno
nabitih zgodb, kar je povečalo njihovo angažiranost in
sposobnost pomnjenja vsebine. Analiza rezultatov ankete je
potrdila ugotovitve prejšnjih študij Fritza H. in Marianne S. [2],
saj so dijaki interpretirali gibanje geometrijskih oblik trikotnikov
in krogov kot zgodbe z elementi lova, zasledovanja in konfliktov.
Študije Eaglemana [3], Harapnuika [4], Gillett [5] in Prakasha
[6] poudarjajo pomembnost pripovedovanja zgodb za človeški
um, saj zgodbe pomagajo bolje razumeti, si zapomniti
informacije ter vplivajo na sprejemanje odločitev. Integracija
formativnih učnih ciljev v izobraževalni proces omogoča
celostno izobraževanje, kjer dijaki ne le pridobijo teoretično
znanje, temveč tudi razvijajo praktične spretnosti in kompetence.
Skozi celoten proces so dijaki prejeli sprotne povratne
Matematika, logika in Mathematica
Mathematics, Logics and Mathematica
Izidor Hafner
Upokojeni nezaslužni docent
Univerze v Ljubljani
izi.hafner@gmail.com
Tako je eno od maturitetnih vprašanj 'kdaj sta dve množici
POVZETEK enaki?' V logiki bi se vprašali 'kako ugotovimo, da gre za isto
Sodobna (matematična) logika izvira iz matematike, v množico?' Še nekaj primerov definicij. Diferenčni količnik
nasprotni smeri pa se še vedno v matematiki uporabljajo oznake, funkcije f v x pri spremembi h = (f(x+h)-f(x))/h. Odvod funkcije
ki niso povsem v skladu z logičnimi pravili. Na primer, nariši f v točki x: f'(x)=lim h->0 (f(x+h)-f(x))/h. Desna stran je odvisna
graf funkcije f(x), namesto nariši graf funkcije f. Gre za definicije, of f in x (to sta prosti spremenljivki), ni pa odvisna od h (vezana
kjer ni dovolj poudarka na vlogi parametrov v izrazih. spremenljivka). Pozor, definirano je f'(x), ne pa tudi (f(x))'.
Programski jeziki morajo upoštevati logiko, zato prihaja do Zadnje je očitno prepuščeno dijakom. Gre za pravilno definicijo.
določenih težav pri razumevanju matematike s strani tistih, ki jim Oznaka za nedoločeni integral je ena od najslabših matematičnih
matematika ne leži. oznak. Nedoločeni integral funkcije f je vsaka takšna funkcija F,
da je F'=f (to je pravilna definicija). V simbolizmu F NI(f)
KLJUČNE BESEDE F'=f ( pomeni je). (Ne pa F = NI(f) F'=f . ) Ni pa prav
Definicija, modul, postopek, funkcija, spremenljivka, naslednje: 2xdx=x2+C (leva stran je neodvina of C, desna pa je.
parameter 2xdx=x2+C bi morali zapisati 2xdx={x2+C; xR}. Postavlja se
vprašanje, ali je naslednje sklepanje pravilno: 2xdx=x2+1,
ABSTRACT 2 2 2 2 2 2 x d x = x , x +1= x , 0=1. Iz x 2 x d x in x+12xdx ne moremo
Modern (mathematical) logic originates from mathematics, sklepati 2 2 x +1= x. Iz aM in bM ne sledi a=b; iz a=c in b=c pa
but in the opposite direction, notations are still used in sledi a=b. Enostavna rešitev bi bila da definirano pojma
mathematics that do not fully conform to logical rules. For nedoločen in nedoločeni integral. Nedoločen integral funkcije f
example, plot the graph of the function f(x) instead of plot the je vsaka takšna funkcija F, da je F'=f. Nedoločeni integral pa je
graph of the function f. These are definitions where there is not dogovorjeno izbran nedoločen integral (po izrazu najbolj
enough emphasis on the role of parameters in the expressions. enostaven). Torej, nedoločen integral funkcije sinx je {-cosx+C;
Programming languages must use logic, so there are certain C R}, nedoločeni integral funkcije sinx je -cosx (po dogovoru).
difficulties in understanding mathematics by those who do not Oznako bi uporabljali za nedoločeni integral (torej sinxdx=-
like mathematics. cosx). Na vprašanje, ali je to edina funkcija, pa je odgovor ne.
Vse funkcije -cosx+C imajo odvod sinx. Pri večini nalog v
KEYWORDS gimnaziji potrebujemo (Newton-Leibnizovo pravilo) le eno
Definition, module, procedure, function, variable, parameter primitivno funkcijo (nedoločen integral). Če potrebujemo vse primitivne funkcije pa dodamo C. Problem nedoločenega
intagrala je v tem, da je to inverzna relacija k odvajanju, vendar
ni enolična. Podobno je z inverzi trigonometričnih funkcij. Tole
1 je pravilna definicija: y = arctg(x) (y[- x = tg(y)). Matematika
Zelo slaba je tudi tale opredelitev: funkcija f:A->B, je predpis, ki
Matematična praksa je, da se porabi čim manj znakov, zato
2 vsakemu elementu množice A priredi natanko določen element
takile izrazi: |x|, x , sinx, n!, an. To nekoliko zamegljuje pravilo
množice B. Slabost te definicije je izraz 'predpis'. Tu je rešitev
definicije. Včasih so bile funkcije (realne spremenljivke x)
teorija množic, kjer je funkcija opredeljena kot enolična relacija,
matematični izrazi, v katerih nastopa samo spremenljivka x.
relacija pa je neka množica urejenih parov. Tu lahko definiramo
Naloga se je lahko glasila, da narišemo funkcijo sinx in se ne
tudi pojem inverzne relacije in pojem omejitve relacije na neko
razlikuje med sinx (vrednost funkcije pri x) in funkcijo sin.
Naloga, dan je polinom p(x)=x +x3+ax2+2bx+6. Za a=0 in b=3
4 množico.
poiščite realne ničle polinoma. Določite a in b tako, da bo
polinom p deljiv s q(x)=x2+bx+2 (pri definicijah za p in q 2 Logika parametri niso navedeni in izgleda, da leva stran ni odvisna od
parametrov, desna pa je). Splošna kvadratna funkcija je podana Matematična logika je logika, v kateri lahko aksiomatsko
z enakostjo f( 2 izpeljemo celotno matematiko. Tu nastopata v bistvu dve x )=a x +b x +c, kjer so a, b in c dana števila in ni a=0.
V matematiki se znak '=' bere 'je enako' v logiki pa 'je isto kot'. možnosti. Prva je teorija množic, to je teorija, ki jo formuliramo
v logiki prvega reda z enakostjo (identiteto). Aksiom, da skozi
dve različni točki poteka natanko določena premica, bi v logiki
izrazili brez 'različni', saj če imamo dve točki, gotovo nista
istovetni. Vsi matematični objekti so množice in je na primer
1=sin slovnično pravilen, a neresničen stavek. Druga možnost je
teorija tipov, v kateri so na primer funkcije nekaj drugega kot
števila. Tu 1=sin sploh ni stavek (števila spadajo v drug tip kot
funkcije). Oglejmo si sedaj pravila definicij v logiki.
Najenostavnejši primer je eksplicitna definicija novega
funkcijskega znaka. Na primer tanx=sinx/cosx. Ali pa f(x)=2x+3,
ki pa velja le znotraj posamezne naloge. Splošno kvadratno
funkcijo lahko uvedemo z definicijo K[a,b,c](x)=ax2+bx+c.
Pravilo je naslednje. Definicija uvaja nov znak 'K', ki mu v
oklepaju (ali oklepajih) sledijo vse spremenljivke in parametri
(vsak samo enkrat), ki nastopajo prosto na desni strani. Zgornjo
nalogo s polinomi bi po naše formulirali takole: dan je polinom
(ali dvoparametrična družina polinomov) p[a,
b]( 4 3 2 x )= x + x +a x+2bx+6. Poiščite realne ničle polinoma p[0, 3].
Določite a in b tako, da bo polinom p deljiv s q[b]( 2 Fig 1: Graf y=sin(x) in x=sin(y) x )= x +b x +2.
Oglejmo si še nekaj pravilnih definicij relacij. Identiteta funkcij:
f=g xR(f(x)=g(x)), a|b c(b=ac) (a deli b). Za relacijo
'večkratnik' nimamo posebnega znaka, lahko pa bi uporabili |-1,
če smo prej definirali pojem inverzne relacije: xR-1y yRx.
V matematiki pogosto nastopajo definicije kot so: Lik A je
paralelogram A je štirikotnik, ki ima dva para vzporednih
stranic. Lik A je deltoid Fig 2: Graf y=sin(x) in y=arcsin(x) A je štirikotnik, ki ima dva para
ima en par vzporednih stranic. To so definicije z navedbo Če zapišemo Integrate[Sin[x],x] bomo dobili -Cos[x] in ne - Cos[x]+C, kar je v skladu s predlogom, da je nedoločeni integral enakih sosednih stranic. Lik A je trapez A je štirikotnik, ki
štirikotnik) in vrste s specifično razliko (differentia specifica). izbran nedoločen integral. Če pa rešujemo diferencialno enačbo najbližjega roda (genus proximum, v zgornjih primerih je to
krožnica spremenljivke x, določena z izrazom c1-Cos[x] . Če definiramo ( S r>0)(L={A; d(A,S)=r}), L je krog f= Function[{x}, c1-Cos[x]] in pišemo f[x], dobimo c1-Cos[x]. ( Definicije z ekvivalenco so pogoste v matemtiki. Primeri: L je y'=sin(x) dobimo Function[{x}, c1-Cos[x]] (beremo: funkcija
A v B Sr>0)(L={A; d(A,S) ≤r}), funkcija f je injektivna funkcija iz Tu je še ostanek tradicionalizma, saj bi pričakovali rešitev ( a,b A)(a ≠ b f(a) ≠ f(b)). Pojem praštevila diferencialne enačbe v obliki Function[{x, c1}, c1-Cos[x]], torej definiramo lahko takole: število n je praštevilo tudi kot funkcijo parametra. Seveda pa lahko samo definiramo ( m N)(m|n m=1 m=n). g[x_,C_]:= C-Cos[x].
3 REFERENCES Wolfram Mathematica [1] Definicije v logiki prvega reda http://www.logika.si/revija/revije-
Če bi v definiciji funkcije napisali 'algoritem' na mesto splet/Logika-2017-2018_4.pdf
'predpis', bi bili že pri programiranju. Temu bi lahko rekli tudi
konstruktivna matematika. Mathematica je programski sistem
(jezik), ki je zelo blizu običajni matematični praksi. Splošno
linearno funkcijo dobimo z stavkom L[k_,n_][x_]:=kx+n. Brez
tistih črtic pri spremenljivkah, je to običajna definicija. Če bomo
vpisali to definicijo, potem pa vnesli L[1,2][3], bo odgovor 5.
Zgornja definicija praštevila ni konstruktivna, saj bi lahko začeli
preverjati deljivost števil n+1, n+2, … z n. Konstruktivna je
definicija P(n) (mm=1m=n).
Če hkrati narišemo y=sin(x) in x=sin(y), dobimo fig 1, če
narišemo hkrati y=sin(x) in y=arcsin(x) pa fig 2.
Reklama za branje knjig
Promotion of Reading Books
Polona Jelen
šolska knjižnica
Osnovna šola Griže
Griže, Slovenija
polona.jelen@guest.arnes.si
students in a team-oriented learning environment with the little
POVZETEK help of modern technology (Actionbound application).
Živimo v dobi pospešene digitalizacije in komuniciranja
preko mobilnih naprav in družbenih omrežij. Največji izziv v tem KEYWORDS
času predstavlja za učitelje in skrbnike, kako otroke odvrniti od Reading literacy, promotion of reading, Actionbound
prekomernega gledanja v ekrane in jih preusmeriti v branje knjig. application, team work, cross-curricular learning, stumulating
Že res, da tudi preko spleta veliko beremo, vendar se moramo learning environment, formative assesment.
zavedati, da je to branje samo površinsko in ne daje globokega
ter kritičnega razmišljanja o prebranem. Če želimo vzgojiti
mladega otroka v kritičnega in samostojnega intelektualca, je 1 MOTIVACIJA ZA BRANJE
potrebno spodbujati interes za branje kakovostne litereature, ki Prepoznavanje različnih elementov bralne motivacije je prvi
bo bogatila besedni zaklad ter kritično razmišljanje. Sodobna korak k razumevanju in spodbujanju zavzetosti za vseživljenjsko
tehnologija nam naj bo v podporo pri delu in učenju, ne pa glavno branje (Bucik in Pečjak, 2004) [1]. Pri otrocih poznamo različne
orodje za zapolnitev prostega časa. V prispevku smo povzeli motivacijske dejavnike za branje, ki jih delimo na zunanje in
aktivnost, ki smo jo izvajali v šoli v sklopu knjižnično- notranje. Pri zunanjem motivacijskem dejavniku otrok bere
informacijskih znanj pri starejših učencih v osnovni šoli in z njo zaradi posledic, ki jih branje prinese, na primer pohvala drugih,
poskušali učence notranje motivirati za branje, jih spomniti, nagrada, ocena ipd., in ne, ker bi ga to veselilo. Pri notranji
zakaj je branje tako pomembna aktivnost v dobi šolanja, ter motivaciji za branje pa želimo, da otrok dojame branje kot
hkrati na zabaven način s pomočjo sodobne tehnologije pozitivno aktivnost, ki prinaša užitek, sprostitev in tudi znanje.
(Actionbound aplikacija) povezati učence v timskem spobudnem To motivacijo je pri otrocih najtežje doseči in jo vzdrževati. Zato
učnem okolju. je pomembno, da v času digitalizacija poudarjamo pomen branja
knjig zaradi pozitivnih posledic na otrokov bodoči intelektualni
KLJUČNE BESEDE razvoj in izobrazbo. Branje mora biti povezano s pozitivnimi
Bralna pismenost, promocija branja, aplikacija Actionbound, bralnimi izkušnjami in pozitivnimi čustvi. Bucikova in
timsko delo, medpredmetna povezava, spodbudno učno okolje, Pečjakova (2004) ugotavljata, da morajo pri bralnih spodbudah
formativno spremljanje sodelovati vsi pedagoški delavci z več branja v šoli, z večjo
možnostjo izbire bralnih gradiv, z večjim upoštevanjem bralnih
ABSTRACT interesov učencev, s sistematičnim razvijanjem bralnih
We live in an era of accelerated digitalization and sposobnosti in zavedanjem, da je branje process, ki ga je
communication via mobile devices and social networks. The potrebno spodbujati na različne načine in v vseh obdobjih
biggest challenge at this time for teachers and parents is how to življenja, zlasti pa v osnovni šoli. Zelo pomembno je redno
distract children from excessive using of mobile devices and obiskovanje knjižnic in knjigarn, pogovor o prebranem ter zgled
redirecting them to reading books. The truth is that we read a lot in spobude staršev vse od zgodnjega otroštva dalje.
online, but this kind of reading is shallow, not deep and without 1.1 ZAKAJ MORAMO BRATI? critical reflection on what is read. If we want to raise a young
child to be a critical and independent intellectual, it is necessary To vprašanje si pogosto zastavljajo učenci, ko se učijo črke,
to encourage interest in reading quality literature that will enrich povezovati v besede, besede pa v povedi. Prav tako se to
student’s vocabulary and critical thinking. Modern technology sprašujejo učenci zadnje triade osnovne šole. Vsako šolsko leto
should support and not lead our work and study. In the paper we pripravim učno uro na to temo in z razlinimi oblikami ter
summarized the activity that we carried out at during lesson of aktivnostmi pripeljem na koncu učence do spoznanja, da brez
library and information skills (KIZ) for older student in primary branja ni znanja. Učence sem v skupinah (po 3 ali 4) pozvala, da
school and we tried to motivate students to read (more), remind na plakat s pomočjo možganske nevihte zapišejo čimveč
them why reading is such an important activity, especially during razlogov, zakaj je branje koristno. Njihovi skupni odgovori so
primary education and at the same time a fun way to connect bili znani vsem: širjenje besednega zaklada, učenje novih
spoznanj, razvijanje empatije, razvijanje domišljije, izboljšanje digitalni časovni trak dogodkov ali ogled zanimivih krajev z
spomina, kritično razmišljanje, telovadba za možgane, uporabo koordinat GPS ter vnaprej postavljenih kod in skrivnosti.
razgledanost, sprostitev in zabava. Ugotovili so veliko razlogov Odlično orodje za vaje prebijanja ledu, zgodovinska ali
za branje, a za mnoge učence še vedno ne dovolj za začetek arheološka najdišča, ali preprosto za predstavitev vizije za
branja knjig. prihodnost. (povz. po https://en.actionbound.com/, 2. 8. 2024)
[4].
Učenci so jo uporabili za snemanje in montiranje kratkih
2 SPODBUDNO UČNO OKOLJE filmčkov kot reklama za branje knjig ter na koncu za
Številne raziskave kažejo na velik pomen, ki ga ima varno in medvrstniško evalvacijo.
spodbudno učno okolje na kakovost in uspešnost vzgoje in
izobraževanja.
K dobri vključenosti učencev in njihovi učni zavzetosti
odločilno prispevajo: zanimiv pouk, ki ga učenci doživljajo kot
smiselnega in vrednega zavzemanja, učni proces, v katerega so
učinkovito vključeni, dober odnos oz. stik učitelja z učenci in
učinkovito vodenje razreda. (Rutar Ilc, 2021) [2].
Spodbudno in varno učno okolje je prav tako ena od smernic
na šoli, h kateri stremimo in si zanjo prizadevamo. Učenci so bili
tekom dveh ur zelo motivirani za delo, dobili so jasna navodila
in spodbude s strani knjižničarke.
3 Slika 1: Aplikacija Actionbound (naslovna stran) MEDPREDMETNO POVEZOVANJE
Medpredmetno povezovanje je didaktični pristop, kjer
povezujemo vsebine in spretnosti različnih predmetnih področij. 5 FORMATIVNO SPREMLJANJE
Ima veliko pozitivnih učinkov, kot npr. spodbujanje aktivne S formativnim spremljanjem učitelj omogoča učencem
vloge učencev v učnem procesu, ki pridobivajo trajnejše znanje, soustvarjanje učnega procesa (namenov učenja, kriterijev
uporabo v novih situacijah. Učenci so za delo in učenje bolj uspešnosti, osebnih ciljev, zastavljanje vprašanj,
motivirani. Učitelji tako prihranimo na času, saj se vsebine v samovrednotenje, vrstniško vrednotenje itd.), kar vodi k
učnih načrtih zelo povezujejo. V učni uri sem povezala aktivnejši vlogi učencev ter h kakovostnemu in trjnejšemu
slovenščino v 8. razredu (reklama) in KIZ (motiviranje za branje). znanju. Učenci vrednotijo svoje delo in so deležni kakovostnih
Učenci so spoznali cilje iz UN za SLJ 3. VIO: tvorijo besedilo povratnih informacij tako s strani učitelja kot sošolcev z
določene vrste (oglasno besedilo). namenom izboljševanja učenja (ugotavljanja v kolikšni meri so
Standardi znanja/pričakovani dosežki: dosegli zastavljene cilje ter izboljševanja dosežkov
- tvorijo besedilnovrstno ustrezna, smiselna in (http://www.zrss.si/strokovne-resitve/formativno-spremljanje-2/,
razumljiva besedila, skladna z jezikovno in slogovno normo 2. 8. 2024) [5].
knjižne zvrsti, Na šoli že več let sledimo načelom formativne pedagogike ter
- vrednotijo zanimivost, verodostojnost, razumljivost, jo vnašamo v svoje pedgoške ure. Elemente formativnega
zgradbeno ustreznost in jezikovno ustreznost in pravilnost spremljanja pogosto vpeljujem v svojo prakso, saj prinašajo
besedila, ustreznost nebesednih spremljevalcev govorjenja oz. pozitivne učinke na učenje in poučevanje. Tokrat sem uporabila
pisanja ter utemeljijo svoje mnenje in predlagajo izboljšave. metodo možganske nevihte za iskanje razlogov za branje (namen
Cilji učne ure KIZ-a v 3. VIO: učenja) ter skupno oblikovanje kriterijev uspešnosti o dobri
Poznajo knjižnico kot prostor predstavljanja ustvarjalnosti. reklami, načrtovanje aktivnega dela - snemanja filma (scenarij)
Berejo različne leposlovne vsebine za osebno rast in ter končno medvrstniško evalvacijo posnetih reklam. Prav
razvedrilo. povratna informacija je bistven element učenja.
Motivirajo sošolce za branje knjig. S konstruktivno, pozitivno in prilagojeno povratno
(https://www.gov.si/assets/ministrstva/MVI/Dokumenti/Osnovn informacijo podpiramo vsakega učenca na njegovi učni poti ter
a-sola/Ucni-nacrti/obvezni/UN_slovenscina.pdf, 20. 8. 2024) mu omogočamo razvijanje samozavesti, samostojnosti in
[3]. notranje motivacije za nadaljnje učenje (www.formativno.si, 5.
8. 2024) [6]. Prav tako uporabna je povratna informacija učencev
učitelju, saj dobi učitelj potrditev ali mnenje učencev o učni uri.
4 APLIKACIJA ACTIONBOUND
Actionbound je aplikacija za igranje digitalno interaktivnih
lovov na zbiralce, ki učenca vodijo na pot odkrivanja (slika 1). 6 POTEK UČNE URE
Uporablja se lahko na pametnih telefonih ali tablicah. Temu Učence sem na začetku dveh učnih ur naključno razdelila v
večpredstavnostnemu lovu pravimo 'meje'. Program dobesedno skupine (po 3 ali 4) in jih pozvala naj zapišejo razloge, zakaj je
širi našo resničnost tako, da izboljša interakcijo ljudi v resničnem koristno brati. Sledilo je poročanje vsake skupine in razgovor o
življenju med uporabo njihovih pametnih telefonov in tablic. slišanem. Skupaj smo ugotavljali, kaj bo namen teh učnih ur.
Ustvarite lahko svojo igro pobega, ki temelji na aplikaciji, Napovedala sem, da bodo morali posneti reklamo za branje knjig.
Ker je reklama del učne snovi pri slovenščini v 8. razredu, sva z [3] https://www.gov.si/assets/ministrstva/MVI/Dokumenti/Osnovna-
učiteljico slovenščine dorekli, da bomo to snov medpredmetno sola/Ucni-nacrti/obvezni/UN_slovenscina.pdf
[4] https://en.actionbound.com/
povezali z uro knjižnične vzgoje. Sledil je pogovor o lastnostih [5] http://www.zrss.si/strokovne-resitve/formativno-spremljanje-2
dobre reklame in hkrati skupno oblikovanje kriterijev uspešnosti [6] https://formativno.si/
za njihov izdelek – video reklama za branje knjig. Z učenci smo
dorekli, da mora biti reklama privlačna na pogled, imeti mora
slogan, po katerem si reklamo zapomnimo, govorci morajo pred
kamero govoriti jasno, razločno in glasno, vsebinsko mora
vsebovati vsaj tri razloge za branje knjig ter vsaj en interaktivni
element (glasbo, napis, zvočni ali video efekt).
Naslednjo učno uro je sledilo načrtovanje snemanja,
porazdelitev vlog v skupini, pisanje scenarija ter snemanje po
različnih kotičkih šole. Pri snemanju z mobilnimi telefoni so
učenci spoznali apliakcijo Actionbound in jo hitro usvojili. Ko
so bili zadovoljni s svojim izdelkom, so ga naložili v skupen
prostor na aplikaciji. Sledil je zabaven zaključek ure – ogled vseh
video reklam (slika 2). Učence sem usmerila na kriterije
uspešnosti, ki smo jih predhodno oblikovali, saj so morali podati
ustno povratno informacijo pri vsakem video izdelku glede na
kriterije. Učenci so se zelo zabavali ob gledanju video reklam in
hkrati večkratno obnovili, zakaj je branje res pomembno. Na
koncu učne ure so prejeli izstopni listek, na katerem so izrazili,
kako so se počutili med urama ter kaj jim je bilo najbolj všeč.
Slika 2: Skupina osmošolcev pri snemanju reklame.
7 ZAKLJUČEK
Učni uri z naslovom Reklama za branje knjig sta dokaz, da
lahko učinkovito združimo več metod in oblik dela v skop dveh
učnih ur, in sicer: skupinsko delo, formativno pedagogiko,
spodbudno učno okolje, medpredmetno povezanost ter IKT
orodja. Učenci so bili nad skopom ur navdušeni, saj so v izhodnih
listkih, kjer sem želela izvedeti o počutju in pozitivnih vidikih
ure, največkrat izjavili, da jim je bila ura všeč, ker so bili aktivni,
ker so sodelovali v skupini s pomočjo telefonov in aplikacije, ker
so bili motivirani, da izdelajo najboljšo video reklamo za branje
knjig. Hkrati smo večkrat spomnili drug drugega na prednosti
branja knjig, na katere učenci velikokrat pozabijo. Ker opažam
same pozitivne lastnosti in veliko učinkovitost, bom tak način
dela in tovrstno aktivnost izvajala vsako šolsko leto.
VIRI
[1] Nataša Bucik in Sonja Pečjak, 2004. Učenčev izbor – ključ do motivacije
za branje?. Otrok in knjiga, letnik 31, številka 60 URN:NBN:SI:DOC-
9GSBQ2BJ from http://www.dlib.si.
[2] https://www.zrss.si/wp-content/uploads/2021/03/2019-05-10-kako-do-
spodbudnega-in-varnega-ucnega-okolja.pdf
Uporaba video kamere pri poučevanju športne vzgoje
Using Video Cameras in Teaching Physical Education
Anže Jurgele
Šolski center Kranj
Kranj, Slovenija
anze.jurgele@sckr.si
POVZETEK
1 UVOD
Informacijsko-komunikacijska tehnologija (IKT) je v
današnjem hitro spreminjajočem se svetu postala ključni element V učnem načrtu predmeta športne vzgoje je le-ta opredeljena
vsakdanjega življenja. Prispeva k sodobni družbi in omogoča kot »nenehen proces bogatenja znanja, razvijanja sposobnosti in
posameznikom bolj udobno življenje ter olajšuje številne napore. lastnosti ter pomembno sredstvo za oblikovanje osebnosti in
Z razvojem interneta in napredkom IKT se spreminja tudi način odnosov med posamezniki«. Med športno vzgojo poučujemo
učenja in poučevanja v srednjih šolah. Učitelji vse pogosteje otroke o pomenu vključevanja športnih aktivnosti v njihovo
integrirajo IKT v pouk, medtem ko dijaki izkoriščajo tehnologijo vsakdanje življenje, kar je ključno za ohranjanje zdravega
za svoje učenje. Sodobna tehnologija tako dopolnjuje in življenjskega sloga. S tem jim omogočamo, da skrbijo za svoje
izboljšuje izobraževalni proces. Z uporabo IKT lahko učitelji dobro počutje, zdravje, vitalnost ter ohranjajo pozitiven pogled
pouk naredijo bolj interaktiven in učinkovit, spodbujajo na življenje [1].
sodelovanje dijakov ter dodatno povečujejo motivacijo za učenje.
V prispevku je predstavljena uporaba video kamere kot Svetovna zdravstvena organizacija – World Health
pripomočka za poučevanje športnih vsebin pri predmetu športna Organization (WHO) opredeljuje gibalno aktivnost kot vsakršno
vzgoja, kar še dodatno obogati in raznoliko popestri izkušnjo gibanje telesa, ki ga povzročajo skeletne mišice in ki za to
dijakov. zahteva porabo energije. Gibalna neaktivnost (pomanjkanje
gibalne dejavnosti) je četrti vodilni dejavnik tveganja za
KLJUČNE BESEDE svetovno umrljivost – 6 % smrtnih ţrtev na svetovni ravni [2].
WHO že nekaj let opozarja na zaskrbljujoče razmere, saj večina
IKT, športna vzgoja, video kamera, video analiza
mladostnikov med 11. in 17. letom starosti premalo telovadi in
ABSTRACT predstavlja resno tveganje za njihovo zdravje, pa tudi za razvoj preveč časa preživi z zasloni mobilnih telefonov. To stanje
Information and Communication Technology (ICT) has možganov in socialnih veščin, opozarjajo strokovnjaki WHO.
become a key element of everyday life in today's rapidly WHO priporoča, da bi se otroci vsaj eno uro na dan gibali, vendar
changing world. It contributes to modern society, enabling je neaktivnost med dekleti še posebej pogosta. individuals to lead more comfortable lives and facilitating
numerous efforts. With the development of the internet and Podobne težave se pojavljajo tudi v Sloveniji. Leta 2016 je
advancements in ICT, the way teaching and learning are bilo kar 80 odstotkov mladostnikov premalo telesno aktivnih, kar
conducted in secondary schools is also evolving. Teachers je le za drobec manj kot leta 2001. Športna vzgoja se izkaže kot
increasingly integrate ICT into their lessons, while students eden od ključnih učnih predmetov, saj je gibanje uporabljeno kot
utilize technology for their learning. Thus, modern technology sredstvo za pridobivanje znanja. Tudi tisti učenci, ki imajo sicer
complements and enhances the educational process. Through the težave pri učenju akademskih vsebin, lahko izkažejo izjemne
use of ICT, teachers can make lessons more interactive and sposobnosti v športni vzgoji. A športna vzgoja ni le gibanje,
effective, promote student collaboration, and further increase zabava in sprostitev; je predmet, ki sledi določenim ciljem v
motivation for learning. The article explores the use of video razvoju gibalnih sposobnosti in pridobivanju znanja o pravilni
cameras as a tool for teaching sports topics in physical education, izvedbi gibov [3].
enriching and diversifying students' learning experiences. Po Škofu (2010) je prav skrb za razvoj telesne
pripravljenosti/zmogljivosti in zdravja mladih oziroma vzgoja za
KEYWORDS zdrav življenjski slog otrok in mladine osrednji cilj športne
ICT, Phyisical Education, video camera, video analysis vzgoje v današnjem času. [4].
Športni način življenja ni le niz vrednot; je celoten sistem
prepričanj, ki se razvijajo skozi naše življenje in postanejo naš
edinstven osebni pristop k življenju. Postopoma oblikujemo
svoje življenjske vzorce, ki izražajo naše individualne potrebe in
izhajajo iz našega notranjega jaza. Ta notranja usmerjenost nas
vodi k vzpostavitvi discipline in nam daje univerzalno
življenjsko energijo, ki odpira nova obzorja in dimenzije našega - izboljšanje pogoje učenja in poučevanja [12].
bivanja [5]. Uvedba IKT v pouk ima naslednje pomembne vplive na
izobraževanje:
- razvijanje spretnosti učencev, ki so potrebne za
2 KAJ JE INFROMACIJSKO- življenje in delo v 21. stoletju;
KOMUNIKACIJSKA TEHNOLOGIJA - učitelje spodbuja k spremembi načina učenja v razredu
(IKT)? z interaktivnimi in dinamičnimi viri;
Informacijska-komunikacijska tehnologija (IKT) je skupen - za učence zagotavlja bogatejšo izkušnjo učenja in več
izraz različnih računalniških, informacijskih in komunikacijskih motivacije [10].
naprav, ki so postale naš vsakdanji spremljevalec [6]. 2.2 UPORABA IKT PRI PREDMETU
Novljan IKT opredeljuje kot informacijsko pismenost, katero
dosegamo z določenimi komunikacijskimi mediji (računalniški ŠPORTNA VZGOJA
programi, medmrežje, videoposnetki in njihove analize itd.). Učenje in poučevanje s pomočjo IKT, svetovnega spleta in
Opredeljuje jo kot sposobnost opredelitve informacijske potrebe, virtualnih okolij, je vsekakor tudi pri pouku športne vzgoje
pridobivanja, vrednotenja in uporabe informacij iz različnih dobrodošlo in potrebno, saj ponuja številne priložnosti za
virov [7]. kvalitetnejše usvajanje zastavljenih ciljev ter doseganje čim
Informacijsko-komunikacijske tehnologije (IKT) so širok boljših rezultatov učenja. Uporaba IKT nadgradi in bogati
pojem, nadpomenka, ki vključuje vse vrste komunikacijskih klasično poučevanje in naj ne bo predmet učenja ali orodje za
naprav ali aplikacij. Zajemajo radio, televizijo, mobilno učenje, temveč medij, ki pomaga pri pridobivanju znanja.
telefonijo, računalnik, medmrežje, programsko in strojno Največkrat se pri športni vzgoji uporablja video kamera ali
opremo, satelitske sisteme, pomnilniške enote in mnogo drugih fotoaparat, razna CD in DVD gradiva, svetovni splet, merilnike
sodobnih tehnologij. Omenjene tehnologije nudijo številne srčnega utripa, štoparice in prenosni računalnik [13].
storitve, med njimi so videokonference in učenje na daljavo. Tudi Jurak s sodelavci (2007), navaja več primerov možnosti
te storitve opredeljujemo kot IKT. Na področju izobraževanja uporabe IKT pri pouku športne vzgoje:
nam IKT nudi podporo pri učenju in poučevanju, predstavlja pa - pri načrtovanju športno-vzgojnega procesa,
tudi razvoj poučevanja in okolja, v katerem poučujemo ali se - pri spremljanju in vrednotenju telesnih značilnosti in
učimo [8]. gibalnih sposobnosti učencev,
Neke enotne definicije, ki bi opredeljevala IKT ni. V literaturi - pri vzdržljivostni vadbi,
je mogoče zaslediti več različnih opredelitev IKT. - pri posredovanju, utrjevanju in ovrednotenju gibalnih
znanj,
2.1 IKT V IZOBRAŽEVANJU - pri posredovanju, utrjevanju in ovrednotenju športnih
Danes si je težko predstavljati izobraževanje brez uporabe teoretičnih znanj,
tehnologije. Informacijsko-komunikacijska tehnologija (IKT) se - pri objavi dosežkov učencev na šolskih športnih
vse bolj uveljavlja v vseh vidikih šolskega delovanja, kar vpliva tekmovanjih, obvestilih učencem in staršem,
ne le na izobraževalni proces, ampak tudi na splošno delovanje - pri posredovanju informacij učencem in staršem [7].
in razvoj šole kot celote.
Lahko ga uporabljamo kot sredstvo za poučevanje v različnih Z izkoriščanjem aktivnih učnih metod in vseh potencialov, ki
predmetih ali pa kot osrednji predmet, ki se ga učijo ločeno. [9]. jih ponuja IKT tehnologija, učitelji spodbujajo učence in dijake
Začetek vključevanja IKT v izobraževanje se je prvič pojavil v k sodelovanju v športnih dejavnostih tako v šoli kot v
prvi polovici sedemdesetih let prejšnjega stoletja, ko so šole po vsakdanjem življenju. Pri tem upoštevajo posameznikove
svetu začele v poučevanje vključevati računalniško tehnologijo. sposobnosti ter razpoložljivost, primernost in dostopnost opreme.
V nekaj letih so bile šole že sposobne povezati računalnike v 2.2.1 ATLETIKA
mreže, nato pa so v devetdesetih letih združile tako informacijsko Atletiko uvrščamo v skupino monostrukturnih športov, za
kot komunikacijsko tehnologijo, ki je tako postala stalni katere je značilna standardna struktura cikličnega ali acikličnega
naredijo bolj Nove tehnologije podpirajo izobraževanje, ga nadgrajujejo in lastnim telesom ali predmetom, ki ga mečemo. Sestavljajo jo fleksibilnega. Omogočajo učinkovitejšo številne atletske discipline, ki jih delimo v tri osnovne skupine: izobraževalni dejavnik v mnogih državah [10]. gibanja, pri čemer je osnovni cilj premagovanje prostora z
komunikacijo učitelja z učenci, ki pred uporabo IKT ni bila teki, skoki, meti [14].
mogoča [11]. Atletika kot ena izmed temeljnih športnih panog, ki vpliva na
S pomočjo IKT lahko učitelji učinkoviteje pripravijo, celovit otrokov razvoj, je sestavni del tako šolske športne vzgoje
načrtujejo in izvajajo pouk, pri čemer enostavno posredujejo tako kot interesnih dejavnosti, ki se odvijajo v prostem času v
praktične kot teoretične vsebine. S tem omogočajo dostop do organiziranih združenjih, kot so športna društva in klubi. ustreznejših informacij tako sebi kot tudi učencem.
Cilji uvajanja sodobne IKT v izobraževanje se lahko razdelijo 2.2.2 UČENJE POSKOKOV ATLETSKE ABECEDE S
v tri sklope: POMOČJO VIDEO POSNETKA
- pridobivanje določenih znanj in spretnosti vezanih na Pri poučevanju poskokov atletske abecede (nizki skiping,
sodobne tehnološke procese pri poznejšem vključevanju v delo; visoki skiping, hopsanje, striženje …) si lahko pomagamo z
- zagotavljanje ključnih informacij o IKT, njenem video kamero. Posnetek je zajemal:
delovanju in posledicah vsem učencem; - posnetek demonstracije pravilne izvedbe/gibanja in
ali ponovili oz. utrdili posamezne gibalne naloge tudi v času, ko
- opis pravilne končne izvedbe posameznega poskoka s niso imeli pouka športne vzgoje (npr. priprava na ocenjevanje,
poudarkom na najpomembnejših delih gibalne naloge (slikovna učenje v primeru različnih izostankov ipd.). To pa je bil tudi
in zvočna ponazoritev). glavni namen priprave teh posnetkov.
3 ZAKLJUČEK
V športni vzgoji lahko integracija IKT prinese številne koristi
tako učiteljem kot dijakom. Kljub temu pa je ključno, da jo
uporabljamo premišljeno, ne prekomerno, ter le takrat, ko je to
smiselno. IKT ne sme nadomestiti praktičnega dela pouka,
temveč naj ga dopolnjuje. Namenjena naj bo predvsem kot
pomoč učiteljem pri pripravah in izvedbi pouka ter kot orodje, ki
izboljšuje učne rezultate, kadar je to primerno.
Slika 1: Postavitev in gibanje rok pri visokem skipingu LITERATURA IN VIRI
[1] [1] Kovač, M., Markun Puhan, N., Lorenci, B., Novak, L., Planinšec, J.,
Hrastar, I., … Muha, V. (2011). Učni načrt , osnovna šola, športna vzgoja.
Ljubljana: Ministrstvo za šolstvo in šport: Zavod RS za šolstvo.
[2] [2] WHO. (2012). Physical activity. Pridobljeno s
http://www.who.int/dietphysicalactivity/pa/en/index.html.
[3]
[4] [3] Body and Mind. Pridobljeno (15. 1. 2024), s
http://publications.becta.org.uk/display.cfm?resID=25919.
[5]
[6] [4] Škof, B. (2010). Spravimo se v gibanje- za zdravje in srečo gre: kako
do boljše telesne zmogljivosti slovenske mladine?. Ljubljana: Fakulteta za
šport, Inštitut za šport.
[7] [5] Bizjak, M. (1999). Šport od mladosti k zrelosti. Ljubljana: Karantanija.
Slika 2: Postavitev zamašne noge in dela stopal pri hopsanju [8] [6] Zuljan, D. (2014). Tehnološka pismenost v obdobju zgodnjega učenja.
Koper: Univerzitetna založba Annales ludus.
[9] [7] Jurak, G., Kovač, M., Starc, G. in Strel, J. (2007). Informacijsko
komunikacijske tehnologije pri pouku športne vzgoje. Ljubljana: Univerza
v Ljubljani, Fakulteta za šport.
[10] [8] Kumar, R. (2007). Convergence of ICT and education. V Proceedings
of world academy of science, engineering and technology. Word Academy
of Science, Enginering & Technology. 30, 556 - 559. Pridobljeno iz:
http://www.waset.org/journals/waset/.
[11] [9] Tišler, T., Černilec, B., Vehovec, M., Korošec, D., Brezovar, D. in
Pungartnik, S. (2006). Vodenje za spodbujanje informacijsko-
komunikacijske tehnologije na šolah. Ljubljana: Evropski socialni sklad.
[12] [10] Brečko, B. N., Vehovar, V. (2008). Informacijsko-
komunikacijska tehnologija pri poučevanju in učenju v slovenskih šolah.
Ljubljana: Pedagoški inštitut.
[13] [11] Dawes, L. (2001). What stops teachers using new
technology? V: Leask, M. (2001). Issues in teaching using ICT. London:
Slika 3: Prikaz dela pete pri »zametavanju« Routledge.
[14] [12] Gerlič, I. (1998). Informacijska družba in sodobna šola,
Nekateri profesorji športne vzgoje so pripravili video vzročno-posledična razmerja. Novo Mesto: Pedagoška obzorja, letnik 13,
št. 3/4.
posnetke gibalnih nalog nekaterih športnih panog (atletika, [15] [13] Markun Puhan, N. (2010). Športna vzgoja in IKT.
gimnastika …) (Slika 1, 2 in 3). Vso gradivo je bilo objavljeno v Pridobljeno s http://skupnost.sio.si/course/view.php?id=5529.
[16] [14] Čoh, M. (2002). Atletika. Ljubljana: Fakulteta za šport,
razrednih skupinah MS Teams, do katerih imajo dostop tudi Inštitut za šport.A
dijaki. Na ta način smo vsem omogočili, da so se lahko naučili
Učenje preko ustvarjanja: uporaba IKT v projektu Knjiga
podajanka
Learning through Creation: Using ICT in the Pass the Story –
the collaborative book Project
Urša Kirn
Osnovna šola Bežigrad
Ljubljana, Slovenija
ursa.kirn@guest.arnes.si
everything created in connection with the book – illustrations,
POVZETEK chapters, opinions, corrections. Working through online
Sodoben pouk zahteva nove pristope in uporabo modernih classrooms makes creation much easier, as all information is
tehnologij. Čeprav se morda področje slovenščine kot maternega collected in one place and accessible to everyone in the group
jezika zdi tradicionalno, je možnosti uporabe IKT veliko in od whenever they need it.
učitelja je odvisno, kaj in kdaj ter kako bo tehnologijo pri pouku By following this method of work in a different, more modern
uporabil. way, we achieve many goals outlined in the curriculum.
Ena od možnosti je tudi ustvarjanje skupne knjige podajanke Additionally, we also achieve other objectives that extend
Dogovorijo se o žanru, ustvarijo književne osebe, določijo such as cooperation, assistance, support, problem-solving, discovery, and the development of diverse talents by integrating dogajalni kraj in čas. Vsak učenec napiše svoje poglavje knjige, – projekt za devetošolce. Cilj je napisati svojo knjigo. beyond Slovene language skills and contribute to life skills –
ga ilustrira in sodeluje pri nastajanju skupnega izdelka. V veliko various knowledge domains.
pomoč nam je sodobna IKT, saj tekom projekta uporabljamo
spletne učilnice, kjer uporabniki oddajajo vse, kar je nastalo v KEYWORDS
povezavi s knjigo – ilustracije, poglavja, mnenja, popravke. Delo Online classrooms, ICT, Slovene, pass the Story – the
preko spletnih učilnic ustvarjanje zelo olajša, saj so vse collaborative book project
informacije zbrane na enem mestu in dostopne vsem v skupini,
kadarkoli jih potrebujejo.
S to metodo dela na drugačen, sodobnejši način sledimo 1 UVOD
mnogim ciljem v učnem načrtu in jih tudi dosežemo. Dosežemo S sodelovanjem v današnjem tehnološko podprtem in
pa tudi druge cilje, ki niso povezani le s slovenščino, ampak informacijsko bogatem okolju državljani sooblikujemo digitalno
življenjem – veščine sodelovanja, pomoči, podpore, znajdenja, okolje, ki je ključno za demokratične procese in prakse ter v
povezanosti, odkrivanja in razvijanja raznovrstnih talentov ter katerem je mogoč medkulturni dialog. Digitalizacija tako skoraj
povezovanja različnih znanj. ni več izbira, temveč je pričakovanje, ki postaja nujnost. [1]
Digitalna kompetenca sodi med ključne kompetence v hitro
KLJUČNE BESEDE spreminjajoči se družbi. [2] Zato je povsem logično, da se je tudi
Spletne učilnice, IKT, slovenščina, knjiga podajanka sistem vzgoje in izobraževanja z razvojem informacijsko-
komunikacijske tehnologije (IKT) začel spreminjati. Ne le sistem,
ABSTRACT tudi učenci zahtevajo nove pristope in sodobne metode ter
aktivno vlogo v procesu učenja.
Modern education requires new approaches and the use of
Pouk slovenščine v duhu sodobnega pouka in priporočil
modern technologies. Although the field of Slovene as a mother
Zavoda RS za šolstvo poteka tudi v spletni učilnici, ki je
tongue may seem traditional, there are many possibilities for
opremljena z e-didaktičnimi gradivi in pripomočki ter orodji, ki
using ICT, and it depends on the teacher what, when, and how
omogočajo iskanje podatkov in informacij, dostop do
technology will be used in teaching.
brezplačnih učnih gradiv, avtorskih programov, spletnih
One option is also creating a collaborative book – Pass the
slovarjev, komuniciranje z uporabo internetnih storitev,
Story, a project for ninth graders. The goal is to write their own
sodelovanje v mrežnih projektih, forumih in različnih spletiščih
book. They agree on the genre, create literary characters,
za učenje slovenskega jezika kot materinščine. [3]
determine the setting and time. Each student writes their own
Učni načrti in katalogi znanj ne zapišejo, kdaj in v kolikšni
chapter of the book, illustrates it, and participates in creating a
meri naj učitelji in učenci pri pouku uporabljajo digitalno
common product. Modern ICT is very helpful to us because
tehnologijo, zato lahko učitelj sam izbira, kako jo bo vključil v
during the project we use online classrooms where they submit
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classroom use is granted without fee provided that copies are not made or distributed
for profit or commercial advantage and that copies bear this notice and the full
citation on the first page. Copyrights for third-party components of this work must
be honored. For all other uses, contact the owner/author(s).
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
© 2024 Copyright held by the owner/author(s). Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia U. Kirn
pouk glede na interese učencev, znanje, ki ga ima o uporabi ima morda z velikim veseljem spoznava računalniška omrežja in
tehnologije in glede na tehnologijo, ki jo ima na voljo on in programe ter se izkaže kot oblikovalec končnega izdelka.
njegovi učenci. Z uvajanjem novih oblik in načinov dela z Nadarjeni na literarnem področju pa so glavni motor projekta, ki
uporabo sodobne informacijsko-komunikacijske tehnologije ženejo nalogo proti cilju, spodbujajo in pomagajo drugim.
učitelji krepijo digitalno pismenost učencev, a mora raba Cilj je tudi medpredmetno povezovanje, predvsem z likovno
tehnologije potekati skladno s cilji pouka in ne sme stopiti v umetnostjo in računalniškimi predmeti ter programom za
ospredje na način, da bi bila pomembnejša od zmožnosti in ciljev, nadarjene učence.
zapisanih v UN in KZ za slovenščino. [4]
V prispevku je predstavljen vsakoletni razredni projekt 2.2 Prvi koraki v projekt
devetošolcev pri pouku slovenščine, ki smo ga poimenovali Prvi korak je izbira žanra knjige. Najpriljubljenejši izbiri sta Knjiga podajanka. To je sodobna didaktična metoda, s pomočjo mladinski ali kriminalni roman. Izbor je logičen, saj je katere dosegamo več ciljev iz učnega načrta. Del učnega načrta mladostnikom prvi žanr najbližji, drugi pa je med najbolj pa je tudi (s)poznavanje IKT vsebin, kritična raba računalnika za izposojanim gradivom v splošnih knjižnicah na oddelkih za delo z informacijami, komunikacijo in sodelovanje v medmrežju. odrasle. [6] Če izbira ni soglasna, učenci glasujejo o predlogih in Natančneje, pri realizaciji projekta uporabljamo spletne učilnice, tako demokratično zmaga predlog žanra z največ glasovi. kjer nastaja vse, kar je povezano s knjigo. Ko je žanr dogovorjen, se lotimo dogajalnega kraja in
dogajalnega časa. Tudi kraj in čas izberemo skozi debato – kaj je
primerno žanru, kaj je lažje vplesti v zgodbo, kaj zgodbo podpre.
2 KNJIGA PODAJANKA
Po tem so na vrsti književne osebe. Skozi debato ugotovimo,
Vsako leto je devetošolcem predstavljena možnost kakšne književne osebe so primerne za izbrani žanr njihove
sodelovanja v večmesečnem oddelčnem oz. skupinskem (če na knjige. Vsak učenec nato doma ustvari eno književno osebo, jo
šoli poteka pouk v manjših učnih skupinah) projektu, ilustrira, poimenuje, opiše in označi. Na dogovorjeni dan v šolo
poimenovanem Knjiga podajanka. Projekt poteka vsako leto in prinesejo svoje izdelke (Slika 1).
ni se še zgodilo, da se učenci projekta ne bi lotili ter ga tudi
dokončali.
Projekt je skupinski, sodelujejo vsi v oddelku oz. skupini,
vsak po svojih zmožnostih, željah, sposobnostih, talentih. Cilj je
skupen izdelek – napisati čisto svojo knjigo in jo izdati tudi v
fizični obliki. Vsak učenec napiše svoje poglavje, ga (lahko)
ilustrira, podnaslovi. Za dosego cilja pa morajo poleg želje po
sodelovanju, raziskovanju in širjenju obzorij imeti aktiven še
AAI-račun. Učenci račune večinoma že imajo, saj spletno
učilnico pri pouku uporabljamo za različne dejavnosti.
2.1 Cilji projekta
Ciljev je več. V prvi vrsti sledimo ciljem iz učnega načrta –
splošnim, to je razmišljujoče in kritično sprejemanje ter
vrednotenje raznovrstnih umetnostnih besedil, razvijanje
pripravljenosti za pisanje, ubesedovanje svojega znanja, misli.
Učenci so sposobni tvoriti učinkovita slovnično-pravopisno
pravilna besedila. Skozi ta projekt pa dosegajo tudi specifične Slika 1: Ilustracija, oznaka in opis književne osebe
cilje, kot so določanje glavne in stranske književne osebe,
dogajalnega prostora in časa, teme besedila, pisanje zgodbe z Skupaj jih pregledamo, pokomentiramo, katera bi bila
različnih perspektiv, razvijajo nov domišljijski svet v različnih primerna za glavno književno osebo, katere osebe bodo stranske.
žanrih. V učnem načrtu za slovenščino je navedena tudi uporaba Učenci podajo povratno informacijo, če je pri kateri od oznak oz.
IKT in vključevanje kompetenc, povezanih s tem. Urijo se v opisov potreben popravek in kakšen (starost, poklic, značajska
tvorjenju besedil v računalniških programih, uporabi okolja značilnost).
spletnih učilnic ter elektronskih sporočil in uporabi elektronske
pošte. Učenci razvijajo kritično rabo računalnika za delo z 2.3 Spletna učilnica kot uporaben pripomoček
informacijami, komunikacijo in sodelovanje v medmrežju. [5] Isto uro pregledamo skupno spletno učilnico in razdelek, kjer
Morda pa so še pomembnejši cilji, ki jih dosegamo že med bo knjiga podajanka nastajala. Predstavimo delo v spletni
ustvarjanjem: krepitev medvrstniškega sodelovanja, učilnici – mapo, kjer bodo objavljene ilustracije z oznako in
povezovanje oddelčne skupnosti, pomoč med vrstniki, učenci opisom književnih oseb, mapo že napisanih poglavij, mapo z
kritično razmišljajo, ves čas krožijo povratne informacije, v ilustracijami poglavij, dokument, v katerem je zapisan izbrani
ospredju je ustvarjanje in kreativno pisanje. Nenazadnje poteka žanr, kraj in čas dogajanja knjige ipd. Nato mentorica vse izdelke
skozi proces tudi odkrivanje novih zanimanj in talentov, z optičnim bralnikom preslikam v elektronsko obliko in jih
razvijanje različnih področij nadarjenosti. Vsakič se v skupini objavim v spletni učilnici v razdelku Knjiga podajanka v mapi
izpostavi kakšen posameznik, ki si prej ni upal/zmogel pokazati, Književne osebe. (Slika 2)
da ga likovno področje zelo zanima in je pri tem nadarjen. Ali pa
Učenje preko ustvarjanja: uporaba IKT v projektu Knjiga podajanka Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
Slika 2: Znajdenje v spletni učilnici v razdelku Knjiga Slika 3: Ilustracija poglavja s pomočjo programa Slikar
podajanka
Nekatere generacije se odločijo, da bodo svoja poglavja tudi
Dogovorimo se, da bo imel vsak avtor časa za pisanje podnaslovile. Z lansko generacijo učencev smo preizkusili tudi
poglavja sedem dni. Zadnji rok za oddajo svojega poglavja v novejše orodje v spletnih učilnicah, in sicer možnost pripisovanja
spletno učilnico je večer pred uro slovenščine, med katero bomo v PDF-dokument. (Slika 4) Nekateri učenci so jo z veseljem
poglavje vsak teden prebrali in ga pokomentirali. Največkrat se uporabili, nekateri pa so svoje predloge raje posredovali v živo v
učenci že kar sami javijo in določijo, kdaj bi pisali svoje poglavje učilnici.
– po navadi se odločajo glede svojih drugih obveznosti.
Mentorica nato v spletno učilnico vnesem poimensko in
terminsko označene oddaje nalog, kamor lahko avtorji v
dogovorjenem času oddajo svoje poglavje.
Če se pri oddaji poglavja v spletni učilnici pojavijo težave, se
lahko učenci obrnejo na učiteljico ali si med seboj pomagajo z
nasveti, lahko tudi oddajo v imenu drugega učenca. Lahko pa
svoje poglavje pošljejo tudi preko elektronske pošte svoji
učiteljici.
2.4 Globoko v procesu fizičnega in virtualnega
ustvarjanja
Ko posamezni učenec napiše svoje poglavje, ga prikažemo Slika 4: Prikaz uporabe orodja pripisovanja v PDF-
preko projektorja na tablo in ga glasno preberemo. Zatem učenci dokument
z mentoričino pomočjo debatirajo o zapisanem: kaj je bilo dobro,
katere spremembe in kakšen nadaljnji razvoj zgodbe predlagajo.
Avtor poglavja spremlja debate in vnese morebitne popravke.
Pisec naslednjega poglavja pozorno posluša, aktivno sodeluje v Učenci prav tako sami oblikujejo naslovnico. Tudi to nalogo
pogovoru, saj so tako njegovi naslednji koraki veliko lažji. S prevzamejo tisti, ki jim je likovno ustvarjanje v užitek in tako
skupnimi idejami oblikujejo smer, v katero se bo njihova zgodba pripomorejo k najboljši verziji knjige podajanke. (Slika 5)
odvila. S povratnimi medvrstniškimi in mentoričinimi
informacijami se učenci učijo, urijo v jezikovnih spretnostih,
kreativnem pisanju, znajdenju v spletnem okolju in delom v
programih za urejanje besedil. Na tej točki tudi kritično presojajo,
utemeljujejo svoje ideje, kreativno razmišljajo. Če zgodba zaide
na stransko pot, jo morajo s skupnimi močmi pripeljati nazaj do
glavne teme. Paziti morajo tudi, da smiselno vključujejo
književne osebe, da dogajanja vestno zaključujejo ter natančno
sledijo zgodbi.
Poglavje lahko napišejo tudi v paru, če morda čutijo, da bi
potrebovali pomoč vrstnika.
Knjigo oz. poglavja tudi ilustrirajo. To nalogo po navadi
prevzamejo tisti učenci in učenke, ki radi likovno ustvarjajo.
Nekateri tudi s pomočjo risalnih tablic in računalniških
programov. (Slika 3).
Slika 5: Ilustracija naslovnice knjige podajanke
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia U. Kirn
2.5 Večmesečni projekt se bliža koncu Njihova lastna knjiga na koncu vedno požanje veliko
zaključi, je na vrsti izbor naslova. Tudi naslov se izbira s predlogi zdelo nedosegljivo. avtorjev, nato pa se glasuje za najljubšega. Izbranega se doriše Na praktičen način lahko dokažejo veliko usvojenega znanja oz. vstavi v naslovnico. ob koncu osnovne šole – tako s področja rabe jezika kot Ko se pisateljski in ilustratorski del ustvarjanja skupne knjige dokaz, da zmorejo nekaj, kar se jim je morda pred nekaj meseci zadovoljstva, ponosa in tudi nekaj solz sreče, saj imajo v rokah
zadnjih korakov zapišejo svoje misli o prehojeni poti. Svoje misli Učenci so ob zaključevanju projekta naprošeni, da kot enega književnosti. Učenci pa poleg tega dobijo tudi lep spomin na zaključek osnovne šole ter na skupni rezultat sodelovanja in so lahko tako kot svoja poglavja oddajali v spletni učilnici, lahko podpore. Ponosni so na ‘izid’svoje knjige, ki so jo snovali in pa so mi jih poslali po elektronski pošti. ustvarjali skupaj, od ideje do končnega izdelka. Pa sploh ni bilo Sledile so zadnje naloge – ponovno branje, popravki in “za oceno”! dopolnitve, lektoriranje, vstavljanje ilustracij, računalniško
oblikovanje. Teh nalog se loteva vsaka generacija drugače –
nekatere večino uspejo narediti same, druge potrebujejo več 4 ZAKLJUČEK mentoričine pomoči in usmerjanja. Predvsem jezikovni pregled,
včasih tudi računalniško oblikovanje in priprava na tisk, je Vsako leto s povratnimi informacijami učencev ustvarjalcev
največkrat naloga mentorice in manjše skupine učencev, ki knjige projekt še izboljšujem in nadgrajujem. Začeli smo ga
izkažejo zanimanja za določena področja. namreč fizično, s poglavji, natisnjenemi na listih, spravljenimi v
Ko je jezikovni pregled opravljen, računalniško oblikovanje kartonski mapi, ki je kot kuričkova torbica potovala od učenca
pri koncu, sledi še zadnji splošni pregled, ali je vse narejeno, kot do učenca. IKT je ta del posodobil in olajšal. Nova tehnološka
so bile želje in vizije. Če je vse potrjeno, je na vrsti tiskanje. Po orodja ne le prinašajo novosti v šolski prostor, temveč tudi
zaključku tiskanja pa se vsak izvod še ročno spne, da nastane pospešujejo prenos informacij, povečujejo zanimanje učencev za
prava knjiga v formatu A5. Vsak učenec namreč zadnji šolski snov oz. šolski projekt. Kot velika prednost se je pokazal tudi
dan ob zaključnem spričevalu prejme tudi svoj izvod knjige hiter in hkraten dostop do virov informacij ter pregled nad
podajanke. potekom projekta za celotno skupino ustvarjalcev.
V projekt se mi ne le zdi smiselno, ampak dandanes že celo
nujno vključevati IKT, četudi je področje slovenščine morda
malo netipično, a se z idejami, sodelovanjem, razvijanjem in
3 POVRATNE INFORMACIJE odprtostjo za spremembe da marsikaj izvesti. Ključni
pomena – tako o vsebini poglavij kot tudi znajdenja v spletnih dostopnost znanja in spretnosti. učinicah ter oblikovanja dokumentov z urejevalniki besedil ter Povratne informacije učencev, kolegov, staršev kažejo, da je uporabe digitalnih pripomočkov za ilustracije. Informacije so ta metoda zanimiva, sodobna in aktivna. Doseženi so cilji, kot so Povratne informacije skozi ves projekt so bile ključnega omogočimo inovativno in spodbudno učno okolje ter večjo preoblikovalci pedagoške prakse smo učitelji, ki učencem lahko
krožile tako med učenci, tudi v popoldanskem času med razvijanje in ohranjanje radovednosti, zanimanja za književnost, neformalnimi srečanji, in v šolskem okolju, kot tudi med učenci branje in literarno ustvarjanje, urjenje veščin uporabe in mentorico ter obratno. Vsaka generacija dobi kakšno novo računalnika in z njim povezanih orodij, znajdenje v okolju zamisel, poda drugačen predlog (npr. dva različna konca zgodbe, spletnih učilnic. Učenci so pri pouku v aktivni in ustvarjalni vzporedna zgodba ene od književnih oseb …), tako se tudi sama vlogi, kar jim sodoben pouk z drugačnimi metodami, a enakimi marsičesa vsako leto naučim. cilji, mora nuditi. To pa je nekaj misli učencev – avtorjev različnih generacij o Spregledati pa se ne sme dejstva, kako so učenci ob uspelem procesu pisanja knjige podajanke: skupinskem projektu in doseženem, včasih celo preseženem cilju
predebatiramo, kako bi zgodbo peljali naprej in da v tem projektu medsebojne vezi in na novo odkrili svoje talente in zanimanja. res sodelujemo vsi. Zdi se mi, da do sedaj vse napreduje odlično Motivirala ji ni ocena, ki za ta projekt sploh ni predvidena, ampak in verjamem, da bo tako še naprej.” sodelovanje in želja prispevati svoj košček v mozaiku “Knjiga podajanka mi je zelo všeč. Super mi je, da začetku zdel nedosegljiv, v procesu nastajanja knjige so poglobili zadovoljni in srečni. Ne le da so dosegli cilj, ki se jim je na
“Projekt mi je bil zelo všeč in mislim, da nam gre zelo dobro.
Všeč mi je, da imamo vsi možnost sodelovati in skupaj debatirati povratno infomacijo o svojem delu in se dokazati samemu sebi, oddelčnega oz. skupinskega projekta, prejeti (pozitivno)
o napisanem. Všeč mi je tudi to, da se učimo tudi uporabe
vrstnikom, staršem in mentorici.
spletnih učilnic in drugih uporabnih stvari za življenje. Ničesar
ne bi spremenila.”
“Ko sem začel pisati svoje poglavje, sem imel mešane LITERATURA IN VIRI
občutke. Sploh nisem znal začeti. Razmišljal sem o vseh možnih
kombinacijah, a začeti je bilo res težko. S pomočjo učiteljice in [1] Digitalna Slovenija 2030 – Krovna strategija digitalne preobrazbe
sošolcev mi je steklo in sem med pisanjem nepričakovano celo Slovenije do leta 2030. Ljubljana, marec 2023.
https://www.gov.si/assets/ministrstva/MDP/Dokumenti/DSI2030-potrjena-na-
užival. Vesel sem, da nas je učiteljica popeljala skozi ta izziv, saj Vladi-RS_marec-2023.pdf (18. 8. 2024)
smo se veliko naučili in zdaj imamo svojo knjigo! Koliko [2] https://skupnost.sio.si/pluginfile.php/432495/mod_resource/content/0
učencev se lahko pohvali s tem?” /Gradivo/Osem_kljucnih_kompetenc.pdf (18. 8. 2024)
[3] https://www.zrss.si/pdf/smernice-ikt-slo.pdf (18. 8. 2024)
[4] https://www.zrss.si/pdf/Digitalna_tehnologija_pouk_razvija.pdf (18.
8. 2024)
Učenje preko ustvarjanja: uporaba IKT v projektu Knjiga podajanka Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
[5] Učni načrt (posodobljena izdaja). 2018. Program osnovna šola,
Slovenščina. Ljubljana, Ministrstvo za šolstvo in šport, Zavod RS za šolstvo.
[6] https://plus.cobiss.net/most-read-
web/si/sl#contentTypes=52,53,54,55,56,57,58&libAcronym&libType&materialT
ypes=7&periodFrom=202407&periodTo=202407&pubType=1&publishYear&tar
getGroups=5 (18. 8. 2024)
Spopadanje z izzivi pri razvijanju digitalnih veščin pri
učencih z učnimi težavami v redni osnovni šoli
Addressing the Challenges of Developing Digital Skills among
Students with Learning Difficulties in Regular Primary School
Barbara Kokec
OŠ Prežihovega Voranca Maribor
Maribor, Slovenija
barbara.kokec @ospvmb.si
POVZETEK KEYWORDS
V prispevku so predstavljeni nekateri izzivi, s katerimi se Digital skills, help, students with learning difficulties, team
soočamo v redni osnovi šoli ob hitrem digitalnem razvoju. work
Sledenje trendom razvoja digitalnih veščin je pri poučevanju
učencev v šoli izrednega pomena, saj so oni tisti, ki bodo v
prihodnosti te veščine potrebovali za kvalitetno delo in življenje. 1 UVOD
V prispevku je poudarek na premagovanju ovir pri učencih z Živimo v času hitrih sprememb, ki jih prinaša pospešena
učnimi težavami, ki imajo posledično pogosto težave tudi pri informatizacija in digitalizacija. Pandemija koronavirusa je
vedno hitrejšem načrtnem razvijanju digitalnih veščin pri pouku. digitalni prehod in preobrazbo samo še močno pospešila. Delo in
Ti učenci potrebujejo posebno podporo ter drugačen način dela, učenje na daljavo sta postala naša stalnica. [1]
ki zahteva združevanje različnih profilov učiteljev, ki poučujejo Vpliv razvoja digitalne tehnologije seže na vsa področja
na šoli. Tako smo se združili učitelji predmetnega pouka z učitelji življenja posameznika in družbe, zato kot odgovor na
dodatne strokovne pomoči, to so pedagog, inkluzivni pedagog, spremenjen način življenja družbe sega vpliv digitalne
specialni in rehabilitacijski pedagog ter socialni pedagog, ki s preobrazbe tudi na področje izobraževanja. [2]
svojimi specifičnimi znanji pristopimo k tem učencem s svojimi Tudi na naši šoli se v zadnjem času zelo intenzivno
cilji in načinom dela in tako pripomoremo k najbolj optimalnemu ukvarjamo z razvijanjem digitalnih veščin pri učencih in učiteljih.
razvoju, tudi razvoju digitalnih veščin, vseh učencev. Posebno pozornost smo zaradi nuje temu namenili v času šolanja
na daljavo, kasneje pa smo svoja znanja, spretnosti in veščine
KLJUČNE BESEDE samo nadgrajevali in si s pridobljenim znanjem na veliko
Digitalne veščine, pomoč, učenci z učnimi težavami, timsko področjih močno optimalizirali učno delo in proces. Učitelji so
delo digitalne vsebine vnašali v vsakodnevno delo, pouk in učenje. Na
šoli smo posodobili računalniško opremo, dobili smo nove
ABSTRACT računalnike, tablice, inovativno učilnico, pametne table,... in tako
The paper presents some of the challenges we face in a regular učiteljem omogočili poučevanje s pomočjo digitalne tehnologije,
elementary school in the face of rapid digital development. če so le želeli. Sčasoma so se vsi učitelji začeli posluževati teh
Following the trends in the development of digital skills is very orodij, vsak na svojem področju, glede na svoja zanimanja,
important to teach students at school, as they are the ones who interes in po svojih zmožnostih.
will need these skills for quality work and life in the future. The Kot specialna pedagoginja sem budno spremljala ves ta
paper emphasizes overcoming obstacles for students with napredek in se seveda tudi sama izpopolnjevala na tem področju.
teaching, which requires bringing together the different profiles posebnimi potrebami in učenci z učnimi težavami posebni na vseh ostalih šolskih področjih, tako je potrebno upoštevati of teachers who teach at the school. In this way, we have teamed njihove učne posebnosti tudi na področju razvijanja in uporabe up with teachers of additional professional assistance, i.e. digitalnih veščin. Pogosto je delo v razredu kljub odlični pedagogues, inclusive pedagogues, special and rehabilitation učiteljevi pripravi potekalo prehitro, večino dela niso mogli pedagogues and social pedagogues, who approach these students opraviti samostojno in so imeli težave že z osnovnimi veščinami with their specific skills with their goals and different way of developing digital skills in the classroom at an increasingly rapid digitalnih veščin pri učiteljih in preizkušala pridobljena znanja tudi pri učencih. Ugotovila sem, da tako kot so učenci s pace. These pupils need special support and a different way of learning difficulties, who consequently often have difficulties in Sodelovala sem v vseh šolskih projektih, ki so spodbujala razvoj
teaching, thus contributing to the most optimal development, kot so odpiranje, shranjevanje dokumenta, urejanje besedila in
including the development of digital skills, of all students. podobno. Podobno so seveda opazili tudi njihovi učitelji in zato
smo se odločili za skupno strategijo dela, ki bo tudi učencem z
učnimi težavami omogočila razvoj digitalnih veščin optimalno v meji, ki jo je zmogel učitelj, ki jih je poučeval. Uporabljene
glede na njihove sposobnosti. aplikacije so bile večinoma namenjene utrjevanju znanja in od
učencev niso zahtevale zahtevnejših digitalnih spretnosti. Zelo
dobro so se zavedali nevarnosti, ki jim pretijo na spletu,
2 POMOČ UČENCEM Z UČNIMI teoretično so bili tudi zelo dobro poučeni o primernem obnašanju
TEŽAVAMI PRI RAZVIJANJU na spletu.
DIGITALNIH VEŠČIN V ČASU POUKA
Digitalne kompetence spadajo med ključne kompetence, ki so 2.1 Dejavnosti v okvira projekta Inovativna
potrebne za vseživljenjsko učenje. “Digitalna kompetenca pedagogika 5.0
vključuje samozavestno, kritično in odgovorno uporabo Zapletlo se je, ko smo se vključili v projekt Inovativna
digitalnih tehnologij in njihovo vključevanje pri učenju, delu in pedagogika 5.0 in so učitelji začeli sistematično razvijati
družbenem udejstvovanju: Vključuje informacijsko in digitalne kompete istočasno s poučevanjem svojih učnih vsebin.
podatkovno pismenost, ustvarjanje digitalnih vsebin (tudi Leta 2013 je bil izdan prvi trefernčni okvir DigComp, v
programiranje), varnost (tudi digitalno blagostanje in katerem so bile digitalne kompetence opredeljene kot
kompetence v zvezi s kibernetsko varnostjo), vprašanja kombinacija 21 kompetenc, razvrščenih v pet glavnih področij
intelektualne lastnine, reševanje problemov in kritično (slika 1). [3]
mišljenje.“ (Priporočilo Sveta o ključnih kompetencah za
vseživljenjsko učenje, 22. maj 2018, ST 9009 2018 INIT) [3]
To potrjuje tudi definicija digitalne pismenosti Organizacije
Združenih narodov za izobraževanje, znanost in kulturo –
UNESCO: »Digitalna pismenost je sposobnost varnega in
ustreznega dostopa, upravljanja, razumevanja, vključevanja,
komuniciranja, vrednotenja in ustvarjanja informacij z
digitalnimi tehnologijami za potrebe zaposlovanja, dostojnega
delovnega mesta in podjetništva. Vključuje kompetence, ki jih na
različne načine imenujemo računalniška pismenost, IKT
pismenost, informacijska pismenost in medijska pismenost.« [1]
Na področju življenja posameznika se poleg pasivne ali
aktivne splošne uporabe spleta opravlja tudi vse več storitev s
pomočjo digitalne tehnologije, od naročanja živil do oddajanja
različnih vlog v digitalnih storitvah države. Vsi ti vplivi digitalne
preobrazbe narekujejo vodstvenim ali strokovnim delavcem, da
v vzgojno izobraževalnih zavodih razvijajo znanja, spretnosti in
stališča, vezana na uporabo digitalne tehnologije, najprej pri sebi, Slika 1: Konceptualni referenčni model okvira DigComp
da bodo opolnomočeni lahko vnašali potrebne prvine v svoj [3]
vzgojno-izobraževalni proces. [2]
Na naši šoli smo v preteklih letih sodelovali v različnih Učitelji so si iz nabora izbrali kompetenco, ki so jo želeli
projektih, kjer smo pridobili znanja in spretnosti, ki smo jih razvijati, pripravili dejavnosti in jih z učenci tudi udejanjili.
potem prenašali tudi na učence. Najprej smo bili izbrani v Učenci so morali preko pridobivanja učne snovi načrtno
dvoletni projekt DDK (dvig digitalne kompetentnosti). Namen preko vnaprej načrtovanih aktivnosti razvijati tudi digitalno
tega projekta je bil izobraževati učitelje, da bodo poučevali tako, kompetenco, kar pa je bilo bistveno težje in je sodoben koncept
da bodo pri svojem pouku spodbujali razvoj digitalnih dela, ki vključuje razvoj in uporabo digitalnih kompetenc,
kompetenc. predstavljal veliko težavo pri pridobivanju znanja pri
V tem projektu se je nekaj naših učiteljev izobraževalo ter posameznem predmetu. Učitelji so ugotavljali, da sami v
svoje znanje nato preneslo na ostali kolektiv. V teh prepolnih razredih ne zmorejo kvalitetno izvajati pouka, kljub
izobraževanjih smo se naučili uporabljati nova uporabna spletna odlični pripravi in uporabi napredne tehnologije, ki bi jim naj pri
orodja, delati z orodji v Microsoft Office 365, izdelali smo svoj tem pomagala.
izobraževalni video, svoj izdelek s pomočjo gradnika H5P ter V prvem letu je bil v projekt vključen en osmi razred. V tem
poudarili pomen varnega shranjevanja v oblak, ki ga imamo na razredu je 7 učencev s posebnimi vzgojno-izobraževalnimi
voljo kot učitelji. Predstavili so nam nevarnosti uporabe spleta potrebami, poleg tega so še 4 učenci s splošnimi učnimi težavami.
ter kako se jim izogniti. Ob različnih priložnostih smo te veščine Že v preteklosti smo občasno prakticirali, da smo se učitelji
pokazali in predajali učencem, ki so s svojimi napravami imeli dodatne strokovne pomoči kot dodaten učitelj vključevali v pouk
možnost preizkusiti predstavljena orodja. V tej fazi so se učenci pri posameznih predmetih, največkrat pri matematiki, zgodovini
z učnimi težavami pravzaprav dobro znašli. Učitelji so po in slovenščini. Tokrat smo se za to odločili sistematično ravno
korakih razlagali potek dela, kar je za njih najboljši način učenja. zaradi uvajanja digitalnih vsebin v pouk.
Bili so motivirani, ker so lahko uporabljali tehnološko napravo, Prvo tako sodelovanje je potekalo z učiteljico zgodovine, ki
ki jim je znana in radi delajo z njo. Povečini niso imeli težav s je tudi vodja tega projekta in je takšen način dela uvajala že pred
tem, da so si aplikacijo naložili in jo potem po navodilih tudi sodelovanjem v tem projektu. Z učiteljico sva skrbno načrtovali
uporabljali. Pri tem so nekateri potrebovali nekaj pomoči, vendar ure, pri katerih so se poleg učnih vsebin načrtno razvijale tudi
digitalne kompetence. Težava, ki sva jo najprej zaznali in se ji
posvetili, je bila izredno slaba bralna pimenost učencev z učnimi programom, ponovno smo se morali naučiti tudi shraniti svoje
težavami. Tudi digitalne vsebine, ki jih je pripravljala učiteljica delo, da lahko učenci naslednjič nadaljujejo s svojim delom in si
zgodovine, namreč zahtevajo sposobnost branja, razumevanja z njim pomagajo pri kasnejšem učenju. Zaradi preobsežnosti
prebranega in tudi bralno učne strategije, ki so temelj snovi sva z učiteljem omejila naloge na tiste, ki so ponujale
kateregakoli učenja. Učenci so bili pri delu zelo počasni, površni, minimalni in nekatere temeljni standard znanja. Ob tem so
niso znali poiskati informacij, brez pomoči učitelja niso razumeli potrebovali tudi dodatno razlago in pomoč pri ponazoritvah s
digitalno predstavljenih vsebin, niso zmogli dati povratne programom. Takšen način dela je učencem omogočil sledenje
informacije o pridobljenem znanju ali podati povratno učni snovi. Sicer niso bili tako samostojni kot ostali, vendar je
informacijo drugim učencem o kvaliteti opravljene naloge. Poleg program kljub temu dosegel svoj namen, saj so si učenci lažje
tega so imeli težave z iskanjem dokumentov v spletni učilnici, predstavljali učno snov, uporabna vrednost Pitagorovega izreka
odpiranjem dokumentov, varnim shranjevanjem in še kaj. Na je namreč zanje precej abstraktna, program pa jim je omogočil
primer, v enem sklopu učnih ur so se učenci preko jasnejšo sliko, lahko so si prenesli izsek, ki je prikazoval uporabo
raziskovalnega dela (naslov so si glede na interese izbrali sami) Pitagorovega izreka in tako bolje razumeli učno snov in
učili o avtorskih pravicah. Šlo je tudi za medpredmetno posledično lažje naredili zahtevane naloge s tega področja.
povezovanje, zato so na isto temo izdelali še izdelek pri tehniki.
Že samo raziskovalno delo je za te učence velik zalogaj, ko pa so
morali paziti še na avtorske pravice, jih ustrezno označiti ter 3 ZAKLJUČEK
povezati svoje znanje z drugim predmetom, se je izkazalo, da bo Zaradi digitalne revolucije in ne dovolj hitrega prilagajanja
potreben drugačen pristop. izobraževanja in usposabljanja novim razmeram, smo ponovno v
Ugotovili sva, da je za njihovo učenje najbolje, da delajo situaciji, ko tehnologija prehiteva izobraževanje in tako povzroča,
ločeno od ostalih. Tako sva ustvarili manjše skupine, ki so da ljudje nismo ustrezno pripravljeni na življenje in delo z novo
večinoma delale samostojno in skupino učno manj uspešnih in tehnologijo ter težko sledimo takemu hitremu tehnološkemu
motiviranih učencev, ki so delali skupaj z mano, da se je razvoju.[1]
učiteljica lahko posvetila ostalim skupinam. Pri tem sva vsebine V šoli se je to izkazalo na več nivojih. Najprej so novi dosežki
prilagodili njihovim sposobnostim, dostopali so do enostavnejših predstavljali velik izziv nekaterim, predvsem starejšim učiteljem,
besedil, naloge so bile prilagojene, da so lahko samostojno prišli ki jim je nova tehnologija na začetku znatno upočasnila njihovo
do rešitev, pri tem pa so imeli ves čas na voljo učitelja, če so delo. Imeli smo kar nekaj nezaupljivih staršev, ki jih je digitalno
naleteli na težavo. Delali so v skupini, tako so si lahko tudi znanje njihovih otrok preraslo in jih več niso zmogli nadzirati ali
pomagali, en drugemu posredovali svoje razumevanje navodil ali jim pomagati. Nenazadnje so se s težavami na tem področju
učne snovi in tako urili tudi prečne veščine. Osredotočili smo se soočali tudi učenci z učnimi težavami, za katere je pouk
le na najpogostejše oznake za avtorske pravice, ki sem jih naennkrat potekal preveč kompleksno, prehitro in niso zmogli
poenstavljeno na konkretnih primerih razložila in tako so lahko slediti učnim zahtevam, kar je v njih povzročilo dodaten stres, ki
samostojno delali in naredili svoj izdelek, ki je bil res samo jim je onemogočal doseganje rezultatov v skladu z njihovimi
njihov. sposobnostmi. Tako kot vsakega izziva smo se tudi tega na naši
Naslednji primer takšnega sodelovanja je bil pri matematiki. šoli lotili sistematično, z veliko podpore s strani vodstva in bolje
Pri tem predmetu sta se učitelja odločila za pridobivanje nove usposobljenih učiteljev ter z željo slediti trendom in naše učence
učne snovi Pitagorov izrek preko spletnega orodja GEOGEBRA. kvalitetno pospremiti v novi svet digitalne tehnologije. Z
GeoGebra Classic je programska oprema za dinamično različnimi seminarji smo opolnomočili tudi starše, ki jih pri nas
matematiko za vse stopnje izobraževanja, ki združuje geometrijo, jemljemo kot pomembne partnerje v učnem procesu. Menim, da
algebro, funkcije, preglednice, grafe, statistiko in račun v enem smo na dobri poti uspeha tudi pri razvijanju digitalnih veščin pri
paketu, ki je enostaven za uporabo.[4] učencih z zmanjšanimi sposobnostmi slediti tako hitremu
Učenci so delali v spletni različici programa. Učitelj jim je razvoju. S tem, ko stopimo skupaj, združimo znanja iz različnih
najprej program predstavil, pokazal nekaj možnosti in osnovnih področij, opazujemo učence in njihovo delo, sproti prilagajamo
ukazov programa ter jih napotil na navodila za delo v spletni cilje in naloge, v naših učencih ustvarimo zaupanje, motivacijo
učilnici, kjer so sistematično raziskovali Pitagorov izrek, in željo po novih znanjih in veščinah.
njegovo uporabnost v različnih likih in telesih ter si s pomočjo
programa vse prikazali in naredili zapiske v digitalni obliki, ki so VIRI IN LITERATURA
jih nato shranili v oblak. Podobno kot pri prejšnjem primeru, so [1] [1] Lešnik Štefotič, V. (2021). Digitalne kompetence stanje in prihodnost. se učenci z učnimi težavami ponovno izgubili pri samsotojnem V Mednarodno inovativno poslovanje, letnik 13, številka 1. (str. 79-87).
delu. Pri samostojni uporabi programa so že pozabili osnove, ki http://www.dlib.si
[2] Dolinar, M., Poberžnik, A., Jerše, L. (2023). Vodenje in podpora učencem
jim jih je na začetku pokazala učitelj, tudi si niso znali konkretno pri pridobivanju digitalnih kompetenc, 1. del: Strokovna izhodišča in
prikazati učne snovi, kar jim je omogočal program in čemur je priporočila. (str. 8). Zavod RS za šolstvo.
bil seveda tudi namenjen. Učenci so potrebovali stalno asistenco Vodenje-in-podpora-ucencem-pri-pridobivanju-digitalnih-kompetenc.pdf
(zrss.si)
učitelja in tudi dodatno razlago njim preveč abstraktne učne [3] Vuorikari, R., Kluzer, S., Punie Y. (2023). DigComp 2.2: Okvir digitalnih
snovi. Kljub delu v manjših učnih skupinah, je bilo za enega kompetenc za državljane. Z novimi primeri rabe znanja, spretnosti in
stališč. (str. 3, 4). Zavod RS za šolstvo.
učitelja preveč dela v razredu, da bi lahko kvalitetno izpeljal digcomp_2_2_okvir_digitalnih_kompetenc.pdf (zrss.si)
pouk. Tako smo se ponovno združili, oblikovali manjšo skupino, [4] Geogebra: Introduction – GeoGebra
ki je potrebovala pomoč in za katere sem bila odgovorna jaz kot
specialna pedagoginja. Delo sem v sodelovanju z učiteljem
znatno upočasnila, večkrat ponovila osnovno ravnanje s
Knjižnično informacijska znanja pri pouku Slovenščine
v 7. razredu
Library Information Knowledge in Slovenian Lessons
in the 7th Grade
Martina Kokelj
OŠ Antona Martina Slomška Vrhnika
Vrhnika
martina.kokelj@osams.si
Poleg tega šolska knjižnica spodbuja sodelovanje med učenci,
POVZETEK učitelji in knjižničarjem, kar krepi skupno učenje. Knjižničarji
Na Osnovni šoli Antona Martina Slomška Vrhnika si igrajo pomembno vlogo pri usmerjanju učencev k ustreznemu
prizadevamo učencem približati učno snov skozi samostojno gradivu, organiziranju kulturnih dogodkov, kot so bralne značke,
raziskovanje in medpredmetno povezovanje. V prispevku je literarni večeri in razstave, ter pri pomoči pri raziskovalnih
predstavljeno sodelovanje med šolsko knjižnico in predmetom nalogah. Šolska knjižnica je zato neprecenljiv vir, ki bogati
slovenščina, kjer učenci spoznavajo osnove iskanja po Slovarju izobraževanje in prispeva k osebnemu in akademskemu razvoju
slovenskega knjižnega jezika in Slovarju slovenskih frazemov. učencev.
Šolska knjižnica je pomembno informacijsko središče vsake
KLJUČNE BESEDE osnovne šole in ima pomembno vlogo, saj šolski knjižničar vzgaja mladega učenca v samostojnega uporabnika knjižnice. Šolska knjižnica, medpredmetno povezovanje, slovarji Naloga šolskega knjižničarja je, da prilagodi vsebine znanj
ABSTRACT učenčevi starosti primerno, pri čemer pričakujemo, da bodo
učenci ob zaključku osnovne šole samostojni uporabniki.
At Anton Martin Slomšek Primary School in Vrhnika, we Leta 1996 je bila ustanovljena kurikularna komisija za šolske
strive to bring the curriculum closer to students through knjižnice, ki je prenovila dotedanji program knjižne in knjižnične
independent research and interdisciplinary integration. This vzgoje. Program Knjižnična informacijska znanja za osnovno
article presents the collaboration between the school library and šolo je bil sprejet na Strokovnem svetu Republike za splošno
the Slovenian language course, where students learn the basics izobraževanje leta 1999 (Posodobitve pouka v gimnazijski praksi,
of using the Dictionary of Standard Slovenian Language and the 2010). Prednost se daje predvsem povezovanju znanja. Pri tem
Dictionary of Slovenian Idioms. je pomembno sodelovanje učiteljev, da medpredmetno povežejo
učno snov.
KEYWORDS
School library, cross-curricular conections, dictionaries
2 MEDPREDMETNO SODELOVANJE S
SLOVENŠČINO
1 Največ medpredmetnih sodelovanj v naši knjižnici izvajamo UVOD
s predmetom slovenščina. Med standardi znanja, ki jih predpisuje
Šolska knjižnica ima ključno vlogo v izobraževalnem procesu, Učni načrt za slovenščino (2018) za sedmi razred osnovne šole,
saj je prostor, kjer se spodbuja bralna kultura, raziskovanje in je tudi uporaba Slovarja slovenskega knjižnega jezika in Slovarja
vseživljenjsko učenje. Pomen šolske knjižnice presega zgolj slovenskih frazemov. Učenci se pri tem učijo razvijati
izposojo knjig; je središče, ki podpira učne procese, razvija poimenovalno zmožnost, kar pomeni, da morajo znati razložiti
informacijsko pismenost in omogoča dostop do širokega spektra frazeme v besedilu in jih ustrezno uporabiti v svojih pisnih
znanja in virov. izdelkih.
Knjižnica učencem nudi priložnost, da raziskujejo svet Učni načrt predvideva tudi uporabo slovarjev v knjižni in
literature, se poglobijo v različne teme ter razvijajo kritično elektronski obliki. Pred leti smo učence učili iskanja v knjižnih
mišljenje. Poleg tega je knjižnica prostor, kjer lahko učenci izdajah slovarjev, danes pa se osredotočamo predvsem na iskanje
pridobijo spretnosti za iskanje, vrednotenje in uporabo po spletnih različicah, občasno pa se preizkusimo tudi v iskanju
informacij, kar je ključno v sodobni družbi, preplavljeni z po knjižnih izdajah.
informacijami. Z dobro urejeno zbirko knjižničnega gradiva, ki
vključuje tako tiskane kot digitalne vire, knjižnica podpira učni 2.1 Slovar slovenskega knjižnega jezika
načrt ter pomaga učiteljem pri izvajanju pouka. Učni načrt za sedmi razred osnovne šole predvideva usvajanje
znanja uporabe Slovarja slovenskega knjižnega jezika, pri čemer
se povežemo s šolsko knjižnico. Za to učno snov namenimo tri besedilih (slika 4). Tudi naši učenci se v tem preizkusijo. Da
šolske ure, nato pa učenci svoje znanje utrjujejo še pri urah lahko frazem uporabijo v povedi, ga morajo razumeti.
slovenščine z učiteljico.
Prvo uro knjižničarka učencem predstavi zgodovino nastanka
Slovarja slovenskega knjižnega jezika in njegovo zgradbo, kar
učenci zabeležijo v zvezke. Drugo uro razdelimo učence v
skupine po največ štiri, vsaka skupina pa prejme knjižno izdajo
slovarja, tablico in delovni list z nalogami (slika 1). Rešitve nalog,
ki vključujejo celotne povedi, zapišejo v zvezek. Prvo nalogo
rešijo s pomočjo knjižne izdaje slovarja, drugo pa s pomočjo
spletne različice. Učencem reševanje nalog ne predstavlja večjih
težav, vendar večina raje uporablja spletno obliko slovarja, saj
jim iskanje po abecednem vrstnem redu v knjižni izdaji povzroča
več izzivov.
Slika 2: Delovni list (Slovar slovenskih frazemov)
Slika 1: Delovni list (Slovar slovenskega knjižnega jezika)
2.2 Slovar slovenskih frazemov
Učni načrt za slovenščino (2018) predpisuje prepoznavanje
frazemov v besedilu, ki ga morajo učenci uporabiti v svojem
besedilu.
Slika 3: Ilustracija frazema igrati se z ognjem
V šolski knjižnici imamo na voljo samo en Slovar slovenskih
frazemov in ne more skupina največ štirih učencev istočasno
delati s knjižno obliko slovarja, zato si ga izmenjujejo, ko
skupina opravi nalogo na delovnem listu (slika 2).
Na začetku učencem razložimo, kaj sploh so frazemi,
razložimo razliko med reklom in rečenico in predstavimo način
iskanja frazemov, ki se razlikuje od iskanja po Slovarju
slovenskega knjižnega jezika. V iskalni niz Slovarja slovenskih
frazemov ne moreš samo vpisati celotnega frazema, saj ne dobiš
nobenega zadetka. V iskalnik moraš vpisati samostalnik v
osnovni obliki (imenovalnik ednine), ki se pojavi v frazemu.
Iskalnih ti ponudi vse frazeme, ki se pojavijo na temo določenega
samostalnika in moraš poiskati pravega.
Učenci imajo z iskanjem po Slovarju slovenskih frazemov
veliko več težav, saj včasih niso pozorni, da se razlaga ne nanaša
na iskani frazem in prepišejo napačno razlago.
postane tudi zabavna. Učenci se preizkusijo v risanju frazemov Slika 4: Primer besedila, v katerem učenci uporabijo frazeme Slovenščina pa ni samo iskanje po slovarju, ampak lahko
in uporabi le-teh v svojih besedilih. Med ustvarjanjem se
zabavajo in hkrati veliko naučijo. Vsak učenec izbere svoj
frazem, ki ga ilustrira (slika 3). 3 ZAKLJUČEK
Učni načrt za slovenščino (2018) ima zapisan standard znanja,
Učenci se najbolj naučijo, ko so aktivni in sami raziskujejo.
da znajo učenci razumejo in uporabljajo frazeme v svojih
Na začetku učne ure smo jim pokazali, kako iskati po slovarjih,
nato pa so se sami lotili raziskovanja. Priznali so, da je iskanje
po Slovarju slovenskega knjižnega jezika precej lažje kot po
Slovarju slovenskih frazemov, saj jim nepoznavanje frazemov
predstavlja dodatno oviro. Danes poznajo zelo malo frazemov, a
hkrati priznavajo, da je raziskovanje le-teh zelo zabavno in da so
pri tem pridobili veliko novega znanja.
Medpredmetno sodelovanje med učitelji je ključnega pomena
za kakovosten pouk, saj omogoča celostno obravnavo učnih
vsebin in povezuje različna področja znanja. Ko učitelji različnih
predmetov sodelujejo, lahko ustvarijo smiselne povezave med
svojimi predmeti, kar učencem pomaga bolje razumeti in
uporabiti pridobljeno znanje v različnih kontekstih. Tako učenje
postane bolj praktično, saj se učenci zavedajo, kako so različna
znanja med seboj povezana. Poleg tega medpredmetno
sodelovanje spodbuja inovativne pristope k poučevanju in
omogoča učiteljem, da izmenjujejo ideje ter izkušnje, kar bogati
njihovo pedagoško delo in prispeva k večji motivaciji učencev.
Medpredmetno sodelovanje med knjižničarjem in učiteljem
slovenščine je izjemno dragoceno, saj omogoča poglobljeno in
raznoliko obravnavo literarnih in jezikovnih vsebin. Knjižničar s
svojim strokovnim znanjem o knjižničnem gradivu,
raziskovalnih metodah in informacijskih virih pomembno
dopolnjuje pouk slovenščine. Sodelovanje omogoča, da učenci
razvijajo bralne in informacijske veščine, hkrati pa poglabljajo
svoje razumevanje književnosti in jezika.
Knjižničar lahko učencem predstavi širok spekter literature,
pomaga pri iskanju dodatnega gradiva za bralno značko ali
raziskovalne naloge ter jih nauči učinkovite uporabe knjižničnih
virov, kot so slovarji, enciklopedije in digitalne zbirke. Učitelj
slovenščine pa lahko v sodelovanju s knjižničarjem oblikuje
naloge, ki spodbujajo kritično branje in razmišljanje, ter
organizira projekte, kjer učenci raziskujejo določeno temo s
pomočjo knjižničnega gradiva.
Takšno sodelovanje spodbuja medpredmetno učenje, ki
povezuje jezikovne spretnosti z veščinami informacijske
pismenosti, ter učencem pomaga razvijati celostne kompetence,
ki jih bodo potrebovali v življenju.
LITERATURA
[1] Posodobitve pouka v gimnazijski praksi. Knjižnično informacijsko znanje.
(2010). Ljubljana: Zavod RS za šolstvo.
[2] Učni načrt, Slovenščina. 2018. Ljubljana: Ministrstvo za izobraževanje,
znanost in šport, Zavod Republike Slovenije za šolstvo. Dostopno na
naslovu: https://www.gov.si/teme/programi-in-ucni-nacrti-v-osnovni-
soli/ (Pridobljeno 16. 8. 2024).
Matematika – vir motivacije za programiranje
Mathematics - A Source of Motivation for Programming
Gregor Kopinč
Gimnazija Brežice
Brežice, Slovenia
gregor.kopinc@gib.si
• sodelovanje na konferencah kot so NAK,
POVZETEK STEAMColab, DigiDakta, VIVID
V prispevku je predstavljena izvedba projekta Programiranje • obiski kolegov iz drugih držav, ki poučujejo na
v matematiki v sklopu večjega projekta NAPOJ MINUT. Projekt podoben način
je bil izveden v 1. letniku gimnazijskega programa. Namen V sklopu projekta so nastala gradiva že za več kot 10
projekta je bil med dijaki ozavestiti potrebo po programiranju in medpredmetnih tem, določene pa so še v razvoju. V projekt se
jim pokazati, kako s pomočjo le-tega rešujejo probleme z lahko vključijo vsi zainteresirani učitelji. Za več informacij o
različnih področij. V projektu so dijaki s pomočjo programskega projektu se lahko obrnete na: napoj@404.si.
jezika Python reševali različne matematične probleme.
2 Povezovanje predmetov matematika in
KLJUČNE BESEDE
informatika
Matematika, programiranje, gimnazija
Do ideje sodelovanja je prišlo iz potrebe pokazati, kako s
ABSTRACT programiranjem rešiti določene matematične naloge in prikazati programiranje kot pomembno orodje za reševanje problemov. The article presents the implementation of the project Projekt NAPOJ MINUT je ponudil pravo okolje in motivacijo za »Programming in Mathematics« as part of a larger project called izvedbo medpredmetne povezave. NAPOJ MINUT. The project was carried out in the first year of
the high school program. The aim of the project was to raise 2.1 Ideja projekta awareness among students about the need for programming and
to show them how it can be used to solve problems in various Dijaki naj bi skozi določene matematične naloge začutili
fields. In the project, students used the Python programming potrebo, da jih lahko rešijo s programiranjem. V okviru projekta
language to solve different mathematical problems. bi reševali take matematične naloge, za katere bi drugače na
klasični način porabili veliko časa. Na običajen način bi torej
KEYWORDS nalogo lahko rešili, če je število podatkov majhno, pri večjem številu podatkov pa se pojavi potreba po orodju, s katerim bi Mathematics, programming, high school pohitrili računanje. Take naloge bi lahko rešili s programiranjem.
Obenem pa je reševanje matematičnih nalog s programiranjem
1 odlična motivacija za učenje programiranja. Dijaki bi Uvod programirali v programskem jeziku Python v okolju Thonny. Projekt NAPOJ MINUT je nastal na pobudo učiteljev, ki so
pri svojem delu čutili potrebo po kvalitetni obliki
medpredmetnega sodelovanja. Pri tem sodelovanju naj bi 3 O projektu predmeti ne služili zgolj kot orodje ali vir podatkov, ampak naj
Na projektu sva sodelovala učiteljica informatike in učitelj
bi učeči se usvajali temeljna znanja iz vseh v sodelovanje
matematike. V sklopu priprav na izvedbo, sva določila rok, do
vključenih predmetov. Projekt NAPOJ MINUT združuje
katerega bodo dijaki določenega 1. letnika gimnazije pri pouku
(predvsem) učitelje Računalništva in informatike (RIN) in
informatike obdelali programiranje v programskem jeziku
ostalih naravoslovnih predmetov, torej MINUT - M(atematika)
Python [2], pri pouku matematike pa poglavja učnega načrta [1],
I(nformatika) N(aravoslovje) U(metnost) T(ehnologija)
iz katerih bodo matematični problemi: naravna in cela števila,
predmete. Aktivnosti v sklopu projekta so predvsem:
deljivost naravnih števil, osnove logike in teorije množic,
• redno sestajanje na spletnih (ZOOM) sestankih in
osnovni pojmi statistike.
izmenjavanje izkušenj
Pred izvedbo projekta smo pri urah matematike naredili
• razvoj gradiva, kjer se prepletata RIN in še en predmet
precej nalog, ki smo jih na običajen način (na papir) reševali zelo
• delavnice v živo, kjer se razvijajo gradiva
dolgo. Prišli smo do ideje, da bi reševanje lahko pohitrili, če bi
• učitelji dobijo nove ideje za bolj učinkovito
sam postopek izvedli programsko. A v ta namen smo potrebovali
načrtovanje in izvedbo medpredmetnega sodelovanja
ustrezno znanje programiranja. Zato smo se povezali s
predmetom Informatika.
Matematične naloge za ta projekt je bilo treba skrbno izbrati. spremenljivke, ki jih bodo uporabili v svojem programu in
Učitelj matematike običajno predlaga take naloge, ki jih dijaki opredelijo tip spremenljivk, zapišejo program za rešitev
načeloma znajo rešiti, vendar je pri izbiri nalog potrebno problema v Pythonu in ga preizkusijo, analizirajo in evalvirajo
upoštevati tudi, kako zahtevno je napisati program, ki tako zapisane rešitve.
nalogo reši, saj mora programiranje ustrezati nivoju znanja, ki ga MAT: uporabljajo računske operacije v množici naravnih in
ima dijak. Tako nalogo Število 2024 razcepi na prafaktorje zna celih števil, uporabljajo osnovne kriterije za deljivost, poznajo in
rešiti vsak gimnazijec, napisati program, ki bo to naredil, pa je uporabljajo lastnosti relacije deljivosti, izračunajo največji
precej bolj zahtevno. Zato je za ustrezno izbiro nalog, ki bi jih skupni delitelj in najmanjši skupni večkratnik dveh ali več
vključili v projekt, potrebno vedeti, kaj vse pri programiranju naravnih števil, uporabljajo osnovni izrek o deljenju celih števil,
obravnavajo dijaki in kakšno je njihovo dejansko znanje le-tega. uporabljajo Evklidov algoritem za iskanje največjega skupnega
Najbolje je, če učitelj sam predela snov programiranja iz učnega delitelja, uporabljajo zvezo Dv = ab, zapišejo sestavljeno izjavo
načrta informatike in tako dobi jasen vpogled v pričakovano s simboli, računajo z množicami, uporabljajo formulo za moč
znanje dijakov. Učitelj tako pride do novih oz. drugačnih idej za unije dveh množic, izračunajo aritmetično sredino podatkov.
pripravo ustreznih matematičnih nalog, kot jih je morda imel na
začetku. Način razmišljanja pri pripravi medpredmetne povezave 3.2 Izvedba
pa je dokončno šel v pravo smer prav s projektom NAPOJ Izvedba medpredmetne povezave je potekala v računalniški
MINUT, kjer sva učitelja pridobila ogromno novih uvidov za učilnici v obsegu štirih šolskih ur. Vsaka dvojica je prejela svoj
pripravo najinega sodelovanja. listek z nalogami, ki so jih lahko reševali dve uri. Učitelja sva
V projektu sodelujoči učitelj matematike je tudi sam predelal spodbujala dijake, da si osnutek programa zapišejo na list. Za
in usvojil vso snov programiranja [2], ki jo obravnavajo dijaki v vsako podnalogo so izdelali svoj program. Uporaba orodij
1. letniku gimnazijskega programa. Za to imajo po aktualnem umetne inteligence (Microsoft Copilot, ChatGPT in drugi) ni bila
učnem načrtu informatike dijaki predvidenih približno deset dovoljena. Pri delu so lahko uporabljali e-učbenik [2] in zvezek.
šolskih ur, kar je premalo za pridobitev poglobljenega znanja Učitelja sva ves čas spremljala delo dijakov ter jih po potrebi
programiranja. Zato je bilo potrebno še dodatno prilagoditi usmerjala in jim pomagala. Vse naloge so na koncu reševanja
naloge. Predpostavljali smo, da bodo dijaki, ki so zelo uspešni oddali. Učitelja sva oddane rešene naloge pregledala. Naslednji
pri matematiki, tudi uspešno programirali, dijaki, ki pa imajo pri dve uri so dvojice predstavljale svoje rešitve nalog pred vsemi
matematiki dostikrat težave, pa bodo le-te imeli tudi pri dijaki. Naloge in rešitve smo projicirali na iTabli. Tako so vsi
programiranju. dijaki lahko videli vse naloge vseh dvojic in njihove izdelke.
Matematične naloge je pripravil tako, da so zajemale čim več Nastale programe smo tudi preizkušali in ugotovili, da vedno ne
predelane snovi, s tem pa so pri reševanju tudi čim bolj delujejo. Učitelja sva opozorila na napake, ki smo jih skupaj z
obnavljali svoje znanje matematike. V nalogah se pojavijo nasveti ostalih dijakov odpravili. Razpravljali smo tudi, kako
večkratniki, delitelji, relacija deljivosti, osnovni izrek o deljenju nalogo rešiti še na druge načine. Dijaki so pri delu bili zelo
celih števil, največji skupni delitelj in najmanjši skupni motivirani in zavzeti. Znanje programiranja se je pri
večkratnik, Evklidov algoritem, praštevila, številski sestavi, moč marsikaterem dijaku izboljšalo.
unije dveh množic in aritmetična sredina. Skozi reševanje pa je Na koncu smo opravili analizo projekta.
potrebno uporabljati znanje s področja algoritmov in V nadaljevanju je navedenih nekaj primerov nalog, ki so jih
programiranja in sicer predvsem s podpodročij spremenljivk, dijaki reševali. nadzora in modularnosti [3].
Dijaki so naloge reševali v dvojicah. Sestavo dvojic nisva Primer 1
prepustila dijakom samim. Ustrezno smo jih sestavili glede na a) Izpišite prvih 100 naravnih števil in izračunajte njihovo
njihovo znanje matematike in programiranja. Vsaka vsoto.
matematična naloga je bila sestavljena iz več podnalog – od b) Izpišite n naravnih števil in izračunajte njihovo vsoto.
konkretnega primera do posplošenega primera oz. od lažjega c) Izpišite kvadrate prvih n naravnih števil in izračunajte
primera k težjemu primeru. Da bi bile naloge po težavnosti čim njihovo vsoto.
bolj enakovredne, so bili v nekaterih nalogah podani s d) Izpišite m-te potence prvih n naravnih števil za naravno
psevdokodo zapisani algoritmi, z uporabo katerih so lahko dijaki število m (1
ampak glede na znanje, ki ga dijaki v dvojicah imajo. Primer 2
Za reševanje nalog so imeli dijaki na voljo dve šolski uri. a) Zapišite program, ki ugotovi ali je vneseno naravno
Nato so naloge oddali. Dve uri pa smo porabili še za predstavitev število praštevilo.
in analizo izdelkov. Rešenih nalog učitelja nisva ocenjevala. b) Zapišite funkcijo, ki ugotovi ali je vneseno naravno
Ključna želja je bila pokazati, kako je lahko matematika vir število praštevilo.
motivacije za programiranje. Pri dijakih sva želela ohraniti oz. c) Izpišite vsa praštevila med 1 in 100.
vzpostaviti pozitiven odnos do programiranja. d) Izpišite vsa praštevila med 1 in n.
3.1 Operativni učni cilji Primer 3
Naštejmo, kakšni so bili operativni učni cilji, ki sva jih a) V tabelo zapišite vse naravne delitelje števila 2024 in
zasledovala pri izvedbi pri obeh predmetih. jih preštejte.
RIN: problem raziščejo in analizirajo načine reševanja, b) V tabelo zapišite vse naravne delitelje števila n in jih
izdelajo algoritem za dani matematični problem, določijo preštejte.
c) Zapišite program, ki ugotovi ali je vneseno naravno Vse izbrane naloge, kot tudi ustrezno anonimizirane rešitve
število n popolno. Naravno število n je popolno, če je enako vsoti dijakov najdete na povezavah:
vseh svojih pravih deliteljev (deliteljev števila n, ki so manjši od • Listki z nalogami
n). Primer: 6 =1+2+3. Števila 1, 2, 3 so pravi delitelji števila 6. https://gimnazijabrezice-
d) Zapišite program, ki ugotovi ali sta vneseni naravni my.sharepoint.com/:w:/g/personal/teah_gib_si/Ef7_WXIRVDV
števili m in n prijateljski. Različni naravni števili a in b sta CpZW6TBSle5UBIS7finpl3xefOrp5ApZuvA?rtime=JqDkF_X
prijateljski, če je število a enako vsoti vseh pravih deliteljev B3Eg&wdLOR=cC4A3DDDE-0CBD-4684-8862-
števila b in število b je enako vsoti vseh pravih deliteljev števila 6FF83DBD83D9
a. Primer: 220 in 284 sta prijateljski števili. • Izdelki dijakov
https://drive.google.com/drive/folders/1BSMLkIOOmZv6N
Primer 4 k9pPF1pzOo1jZRZpHEZ
a) S pomočjo dane psevdokode zapišite funkcijo, ki
izračuna največji skupni delitelj dveh naravnih števil.
4 Refleksija
funkcija EvklidovAlgoritem(a, b): Ugotovili smo, da je bilo za reševanje nalog premalo časa.
dokler b ≠ 0: Mnogim dijakom je zmanjkalo časa za reševanje vseh podnalog.
ostanek = a % b Za reševanje bi bilo potrebno namesto dveh, nameniti tri šolske
a = b ure. Tako bi dijaki lahko rešili vse naloge, programe dobro
b = ostanek preizkusili, jih sproti popravili in v program zapisali komentarje.
vrni a Prav tako je bilo premalo časa za pregled in analizo izdelkov, kjer
b) Zapišite funkciji, ki za naravni števili a in b izračunata bi namesto dveh ur potrebovali tri šolske ure časa. Analiza
D(a, b) in v(a, b). izdelkov pred vsemi dijaki se nam je zdela zelo pomembna in
c) Izračunajte, koliko naravnih števil od vključno 1 do dragocena. S tem se dijaki veliko naučijo in so zelo aktivni.
vključno n je deljivih z 8 ali z 12. Dijaki so povedali, da delo v dvojicah spodbuja njihovo
d) Izračunajte, koliko naravnih števil od vključno 1 do aktivno sodelovanje. Začutili so potrebo, da bi probleme lahko
vključno n je deljivih z a ali z b, kjer sta a in b naravni števili. rešili s programiranjem. Menijo, da so matematični problemi
odlični za iskanje programskih rešitev in utrjevanje
V Slika 1 – Slika 4 je nekaj primerov izdelkov dvojic. programiranja. Prišli smo do sklepa, da s programiranjem lahko
bistveno hitreje rešujemo določene probleme. Večina jih je
menila, da bi za izvedbo celotne aktivnosti potrebovali več časa.
Menijo, da se je njihovo znanje poglobilo. Programiranje je
mnogim postalo sedaj bolj všeč, ga pa še vedno obravnavajo kot
zahtevno. Sedaj bolj razumejo, zakaj je programiranje
Slika 1: Primer 1 a) pomembno in potrebno na ostalih področjih. Dijaki želijo, da bi občasno izvajali medpredmetne povezave informatike tudi z
ostalimi predmeti.
Učitelja meniva, da bi za izvedbo potrebovala več ur npr. v
obliki projektnega dne. Izjemno pomembna se nama zdita tudi
predstavitev in analiza izdelkov. Tako se dijaki veliko naučijo. V
glavnem so se dijaki lotili programiranja kar na računalniku brez
Slika 2: Primer 1 b) predhodne priprave oz. skice programa na papirju. Ravno tako
sva želela, da bi dijaki programe opremili s komentarji, kar v
večini niso naredili.
Ocenjujeva, da so bili cilji doseženi. Matematika je res
odličen vir motivacije za programiranje. Potrdila se je tudi
domneva, da dijaki, ki so uspešni pri matematiki, tudi uspešno
programirajo in obratno. Učitelj matematike sem prepričan in
motiviran, da bomo tudi v bodoče še pri ostalih poglavjih učnega
Slika 3: Primer 3 a) načrta kdaj reševali naloge s programiranjem. S pripravo nalog
bo sedaj bistveno lažje in hitreje. S tem, ko sem učitelj
matematike obnovil znanje programiranja, bomo z dijaki lahko
pri urah matematike tovrstne naloge reševali tudi brez pomoči
učitelja informatike oz. z manj njegove pomoči.
Meniva, da bi bilo potrebno znotraj učnega načrta informatike
nameniti več ur programiranju, znotraj učnega načrta matematike
pa več ur nameniti tovrstnim medpredmetnim povezavam.
Učitelj matematike v gimnazijskem programu po aktualnem
Slika 4: Primer 3 b) učnem načrtu praktično nima manevrskega prostora, kjer bi
lahko izvajal tovrstne medpredmetne povezave. Učitelji
matematike smo zainteresirani za medpredmetne povezave,
vendar je to ob zelo obsežnem učnem načrtu in samo štirih urah [2] G. Anželj, A. Brodnik in drugi, „Programiranje in algoritmi,“ 2015.
matematike na teden zelo težko izvedljivo. Morda bi bilo [Elektronski]. Available: https://lusy.fri.uni-
lj.si/ucbenik/book/1201/index.html. [Dostop 20. avgust 2024].
smiselno razmisliti o povečanju števila ur informatike na teden, [3] A. Brodnik in drugi, „Okvir računalništva in informatike od vrtca do
kamor bi potem lahko vključili tudi medpredmetne povezave. srednje šole,“ januar 2022. [Elektronski]. Available:
https://redmine.lusy.fri.uni-
Na slikah 5 in 6 je nekaj rezultatov ankete za dijake po lj.si/attachments/download/3060/Porocilo_RINOS_10_1_22.pdf. [Dostop
končani izvedbi projekta. 20. avgust 2024].
Slika 5: Zadovoljstvo dijakov z opravljeno aktivnostjo
Slika 6: Ugotovitve po opravljeni aktivnosti
5 Zaključek
Učitelja sva skozi projekt NAPOJ MINUT ogromno pridobila
in bova tudi v bodoče sodelovala na tem projektu. Izvajanje
medpredmetnih povezav bi želela vključiti še v ostale oddelke,
tudi v višje letnike gimnazije, kjer je predmet Informatika samo
še izbirni predmet. Želiva, da bi vsi dijaki vsako leto vsaj malo
obnovili znanje programiranja, se morda zato v večjem številu na
maturi odločili za izbirni predmet Informatika, predvsem pa
želiva, da bi videli potrebo po znanju programiranja in njegovo
uporabnost na vseh področjih. Prav tako priporočava projekt
NAPOJ MINUT vsakemu učitelju – pridite po napoj za ideje, ki
so naravnane v pravo smer in prinašajo dobre rezultate.
Zahvala
Zahvaljujem se izjemnima mentorjema projekta NAPOJ
MINUT dr. Andreju Brodniku in mag. Matiju Lokarju za vso
posredovano znanje in odlične nasvete. Ravno tako se
zahvaljujem svoji sodelavki učiteljici informatike Tei Habinc, ki
me je spodbudila k sodelovanju pri projektu in mi je bila v veliko
pomoč.
VIRI
[1] A. Žakelj in drugi, „Gimnazija: matematika - učni načrt,“ 14 februar 2008.
[Elektronski]. Available: https://dun.zrss.augmentech.si/#/. [Dostop 20.
avgust 2024]..
S projektnim delom in umetno inteligenco pri pouku
tehnike
With Project Work and Artificial Intelligence in Technology
Lessons
Veronika Koščak
profesorica matematike in tehnike
Osnovna šola Janka Modra, Dol pri Ljubljani
Videm 17, Dol pri Ljubljani, Slovenija
veronika.koscak@guest.arnes.si
students to work actively, to cooperate, to think and give impulse
POVZETEK ideas and to experiential learning, to condition cooperative
Večina ljudi, ki uči, se ne zaveda, da je biti učinkovit učitelj relationships between teacher in student. This way of acquiring
morda najtežje delo v naši družbi. Učinkovit učitelj je tisti, ki knowledge and above all manual skills has a great advantage.
uspe prepričati vse učence, da v šoli kakovostno delajo. To The school is striving for the quality knowledge for all
pomeni, da učenci izkoristijo svoje sposobnosti, ne pa da v šoli students. Learning is not only theacquisition of knowledge, skills
preganjajo dolgčas, kot jih na žalost večina počne. Projektno in habits, but is also a progressive change of an individual based
učno delo sodi med tiste postopke učenja, ki temeljijo na on one's own activities, with the existing knowledge being linked
spodbujanju učencev k aktivnemu delu, sodelovanju, to the new one. This way of learning also depends on the
razmišljanju, impulzivnosti idej in zamisli, izkustvenem učenju expectations of emotional and social perception and the
in nenazadnje tudi pogojujejo kooperativne odnose med individual's views. The lesson is based on learning with
učiteljem in učencem. Tovrstni način osvajanja znanja in discovery, constructivist learning, interactive learning, project
predvsem ročnih spretnosti ima veliko prednosti. mode of work, cross-curricular integration in current learning.
V današnjem času si šola prizadeva za kakovostno znanje Students are active during the course of the project task. With
vseh učencev. Učenje ni le pridobivanje znanj, spretnosti in questions on worksheet and with the help of artificial intelligence,
navad, ampak je učenje progresivno spreminjanje posameznika they independently discover the substance of the rectangular
na osnovi lastne aktivnosti, pri čemer se obstoječe znanje projection, they search for possible solutions and formulate
povezuje z novim. Takšno učenje je odvisno tudi od pričakovanj suggestions to solved problems. And finally they achieve results
emocionalnega in socialnega doživljanja ter posameznikovih and get new knowledge.
stališč. Pouk temelji na učenju z odkrivanjem, problemskemu
učenju, konstruktivističnem učenju, interaktivnem učenju, KEYWORDS
projektnemu načinu dela, medpredmetnim povezovanjem in Project work, Rectangular Projection, artificial intelligence in
tekočim učenjem. Učenci so med potekom projektne naloge technology
aktivni izvajalci, s pomočjo delovnega lista in zastavljenih
vprašanj s pomočjo umetne intelligence samostojno odkrivajo
snov pravokotne projekcije, sami iščejo možne rešitve in 1 VSEBINE TEHNIKE V OSNOVNI ŠOLI
oblikujejo predloge o načinu reševanja problemov ter na koncu Predmet tehnika in tehnologija učencem predstavlja načine,
ugotavljajo rezultate svojega dela, predvsem pa si veliko sredstva in organizacijske oblike spreminjanja narave ter učinke
zapomnijo. nanjo. Opredeljujejo ga štiri področja, ki se pri pouku prepletajo
in jih učenci spoznavajo (predvsem) s svojo dejavnostjo:
KLJUČNE BESEDE tehnična sredstva,
Projektno učno delo, pravokotna projekcija, umetna tehnologija,
inteligenca pri tehniki organizacija dela in
ekonomika.
ABSTRACT Pri pouku spoznavajo, kako se naravne zakonitosti
Not everyone who is teaching and educating are aware that uporabljajo v tehniki in tehnologiji. Odkrivajo in spoznavajo
being an effective teacher may be one of the hardest work in our preproste tehnične in tehnološke probleme ter z uporabo orodij
society. An effective teacher is the one who succeed to achieve in sredstev iščejo načine za njihovo reševanje. Tako ustvarjalno
that all students in school work on highest quality. That means povezujejo naravoslovna in tehnična znanja s prakso. Tehnika in
that students take advantage of their abilities. Project work is one tehnologija je predmet, ki simbolno raven udejanja v resničnosti.
of those learning processes that are based on encouraging
Ob izdelovanju predmetov imajo učenci možnost, da
razvijajo svoje sposobnosti za iskanje in oblikovanje novih
rešitev ter za odločanje zanje. Tehnika in tehnologija velja v
osnovni šoli za predmet, ki pri učencih najbolj celovito spodbuja
razvoj psihomotoričnih sposobnosti in oblikovanje socialnih
vrednot. Pri delu v skupini razvijajo sposobnosti sodelovanja in
vodenja. Ob uporabi orodij, strojev, naprav in instrumentov
razvijajo delovne spretnosti ter navade in sposobnosti za
praktično ustvarjanje. Pri praktičnem delu spoznavajo nevarnosti
in varnostne ukrepe ter razvijajo spretnosti in navade pri uporabi
zaščitnih sredstev. Oblikujejo tudi sposobnosti za ustno, pisno in
grafično sporazumevanje. Seznanijo se z značilnostmi
posameznih vrst del na tem področju. Vsebina in organizacija
delovnega procesa omogoča celovit razvoj učenčeve osebnosti.
Tehnika in tehnologija jim odkriva ter razvija interese za
poklicno usmeritev. Učenci si oblikujejo zavest o tem, kako Slika 1: Učni cilji snovi o pravokotni projekciji pri
uporaba tehnika in tehnologija spreminja svet, v katerem živijo. predmetu tehnika in tehnologija v 7. razredu OŠ
Spoznavajo, da se tehnološkega razvoja ne da ustaviti ali
zaobrniti. Ob tem se v njih oblikuje spoznanje o blagodejnem
vplivu tehnike in tehnologije na človekovo udobje ter hkratnem
škodljivem vplivu na okolje, kar spodbuja zavest in voljo, kako
ga preprečiti, če pa je že, kako ga zmanjšati in odpraviti. Pomaga
jim razviti prilagodljivost, da lahko ustvarjalno živeli v svetu
nenehnih sprememb.
Tehnična vzgoja je vsebinsko in organizacijsko povezana z
življenjsko prakso, zato se njena sestava in vsebina oblikuje
podobno, kot je oblikovan proizvodni proces. Učenec tako
spoznava tehniko in tehnologijo po delih. Do konca osnovne šole Slika 2: Opisnik za preverjanje in ocenjevanje znanja iz
pa zgradi celoten sistem. pravokotne projekcije
1.1 Pravokotna projekcija v 7. razredu 1.2 Izobraževanje učencev za informacijsko
Vsak učitelj je pri svojem delu avtonomen in od vsakega družbo
posameznika je odvisno koliko učnih ur bo namenil določeni Nov, sodobni, inovativni tip izobraževanja, ki pri učencih
temi. Ure so predpisane z učnim načrtom, a vsekakor je še nekaj zahteva aktivno (sodelujoče) učenje, pri učitelju pa izvajanje
nerealiziranih ur, ki jih vsak posameznik razporedi po svoji njegove kvalitativne komunikacije, lahko v pedagoški praksi
presoji oziroma jih planira v začetku šolskega leta z letnim uresničuje le nov tip učitelja, za katerega lahko rečemo, da je
delovnim načrtom predmeta. Učenci v 7. razredu morajo pri resnični (akcijski) raziskovalec. Torej raziskovalec, ki zna
tehniki in tehnologiji razumeti namen načrtovanja predmeta, poučevati učinke lastnega pedagoškega dela, zato, da jih
znati prebrati načrt in ga opisati, znati poimenovati posamezne kakovostno izboljšuje, dograjuje ter tako širi prostor
rise predmeta in določiti mere, razumeti pojem projekcija, inventivnosti, ne le svoji, temveč vseh sodelujočih pri razvijanju
utemeljiti risanje predmetov v pravokotni projekciji, razložiti pedagoškega procesa.
nastanek projekcij na vseh treh projekcijskih ravninah, znati Učitelj in učenec dobivata množico informacij iz okolja in
razložiti zvrat ravnin in izdelati prostorski kot iz papirja, ki jim različnih občil. Spremembe v našem in svetovnem družbenem
je v pomoč pri uvodnih urah pravokotne projekcije (Slika 1). prostoru so silovite. Šola mora biti elastična in se mora na takšne
Tudi ocenjevanje znanja, veščin in navad pri vzgojno - spremembe odzivati pravočasno, kajti le tako bodo učenci
izobraževalnem delu nimamo natančnih instrumentov. Učitelji se spoznali pomen izobraževanja, ne le uresničevanje svojih
na osnovi pedagoško - psihološkega znanja približujejo čim bolj intelektualnih zmožnosti, temveč tudi za razvoj svoje celotne
objektivni oceni. Pri tem uporabljajo tudi razne oblike testov - še osebnosti.
posebej je učiteljem v pomoč taksonomija vzgojno - Najpomembnejše je, da učenec dobiva sodobno informacijo.
izobraževalnih ciljev. Torej, če cilji pouka niso natančno Ta mu mora biti posredovana na zanimiv način, tako, da ga že
formulirani, se ta pomanjkljivost pokaže pri preverjanju in sam didaktični način vpeljuje v stalno, nadaljnje individualno
ocenjevanju znanja. iskanje in v objektivno kritično razmišljanje o pomembnih
To področje v pedagoški praksi je najmanj razdelno in se informacijah. Za bogatitev učenčeve osebnosti in za bogatitev
ravno tu pojavijo številne nepravilnosti. njegovega znanja učitelj lahko uporablja številne didaktične
Preverjanje in ocenjevanje znanja pa služi učitelji v prvi vrsti pristope kot so projektno učno delo, socialne igre, mikropouk,
za ocenjevanje svojega dela in za ocenjevanje posameznih izkustveno učenje, diskusijske ure, didaktične delavnice in tudi
učencev. raziskovalne naloge.
Pedagoška dokimologija se torej ukvarja s preverjanjem in
ocenjevanjem celotnega poteka vzgojno - izobraževalnega dela
(Slika 2).
1.2.1 Projektno učno delo
Za projektno učno delo je značilno, da presega okvire pouka,
saj se ne omejuje niti vsebinsko niti organizacijsko, pa tudi ne
časovno in prostorsko na pogoje, v katerih je organiziran šolski
pouk. Projektnega učnega dela pa tudi ni mogoče uvrstiti med
učne metode (Novak, 1990, 21).
Ravno zaradi značilnosti, ki jih ima projektno učno delo, pa
ga lahko uvrstimo med didaktične sisteme. Projektno učno delo
namreč združuje faze učiteljeve razlage in vodenja učnega
procesa, ravno tako pa tudi samostojno delo učencev. Zato je
mogoče učiteljev in učenčev odnos prikazati preko didaktičnega
trikotnika V. Poljak (Poljak, 1970, 153).
Pri projektnem učnem delu učitelj učence le vodi postopno
skozi učni proces v smeri uresničevanja ciljev, jih spodbuja in
usmerja, učenci pa se samostojno učijo ob posredni učiteljevi
pomoči in sami prevzamejo načrtovanje projekta. Učenci se tako
veliko več naučijo, ker sami pridejo do določenih znanj, spoznanj
in ciljev.
Med projekte konstruktivnega tipa aktivnosti, ki so usmerjene
h konstrukciji izdelka spada izdelava nekega predmeta, to je
lahko stojalo za prtičke, obešalniki različnih oblik, šolsko glasilo, Slika 3: Odgovori chatgpt na zastavljena vprašanja seminarsko delo ipd. Lahko gre tudi za načrtovanje in izvajanje
določene akcije kot na primer postavljanje zaključne razstave
tehničnih izdelkov, priprava izdelkov na tekmovanje mladih
tehnikov ipd.
Pri projektu usvajanja in ovrednotenja gre za ustrezno
spoznanje in ovrednotenje nekega pojava, metode, razstave...
Projekt problemskega tipa je usmerjen k reševanju nekega
problema, kamor uvrščamo raziskovalne naloge. Projekt učenja
pa je sestavljen iz aktivnosti, s katerimi učenci usvajajo
spretnosti, sposobnosti ali znanja. Vse te dejavnosti srečujemo v
naših šolah in sicer največkrat v obliki projektov. Zato spada
projektno učno delo med odprte učne sisteme oziroma procese,
ki potekajo prek določenih vsebin, organizacije, učnih metod
oziroma tehnik in nas pripeljejo do cilja. Cilje pa postavljamo
učitelji skupaj z učenci.
1.3 Umetna inteligenca pri tehniki
Umetna inteligenca se izkazuje kot zmožnost stroja, da
prikaže človeške lastnosti oziroma lastnosti, ki jih uporablja
človek kot so učenje, mišljenje, načrtovanje in kreativnost. V
šolskem letu 2023/ 2024 smo bili učitelji vključeni v projekt
Digitrajni učitelj, preko katerega smo se izobraževali na različnih
področjih in tako tudi v praksi preizkušali novo usvojeno znanje.
Tako sem tudi sama preizkusila program Chatgpt in izvedla tudi
učno uro v 7. razredu z učenci pri pouku tehnike in tehnologije. Slika 4: Odgovori Chatgpt na zastavljena vprašanja
Poudariti moram, da je učitelj pred izvedbo učne ure dolžan
preveriti program, ki ga bo uporabljal, da mora program poznati,
da učence napelje in jih usmerja. Uro sem izvedla po predelani
in utrjeni snovi poglavja o pravokotni projekciji, kar se je
izkazalo za zelo dobro, saj bi v primeru izvedene uvodne ure v
pravokotno projekcijo učenci prejeli napačne informacije od
Chatgpt, kar bi pomenilo, da bi se snov tudi napačno naučili
(Slika3, Slika 4, Slika 5).
[4] https://www.europarl.europa.eu/topics/sl/article/20200827STO85804/kaj
-je-umetna-inteligenca-in-kako-se-uporablja-v-praksi (21. 8. 2024)
Slika 5: Odgovori Chatgpt na zastavljena vprašanja
Umetna inteligenca omogoča tehničnim sistemom, da
zaznavajo okolje, obdelajo, kar zaznajo, in rešijo problem, pri
čemer ravnajo v skladu z določenim ciljem. Računalnik sprejema
podatke, ki so predhodno pripravljeni, ali pa jih zbere sam s
senzorji, denimo kamero, jih obdela in se odzove.
Sistemi, ki delujejo na podlagi umetne inteligence, lahko na
podlagi analize učinkov svojih predhodnih dejanj do določene
mere samostojno prilagajajo svoje vedenje [4].
2 ZAKLJUČEK
Prvič sem izpeljevala učno uro z učenci pri ponovitvi z
vklučitvijo chatGPT. Še posebej je učence motiviralo njihovo
znanje, ki so ga izkazovali, kaj so se naučili in so preverjali
znanje umetne inteligence. Zadovoljni so bili, ko so spoznali, da
vedo več, da znajo bolje podajati kratke odgovore na zastavljena
vprašanja. Zadovoljni so bili s prikazom, ko se prostorski kot
razgrne v ravnino in so vedeli, kje so narisani vsi trije pogledi,
ChatGPT pa tega ni vedel. Težava se je pojavila takoj, ko vsi
učenci v razredu niso bili prepričani, katere dimenzije so vidne
na določenem pogledu, zato so slepo verjeli ChatGPT-ju, kar ni
bilo prav. Vedno je potrebno preveriti vsako dejstvo, predvsem ,
ko gre za specifična znanja s posameznih področji.
Menim, da je v umetni inteligenci tudi prihodnost v vzgojno-
izobraževalnih zavodih, a je za posamezna, specifična področja
kot je na primer tehnika in tehnologija, še potrebno počakati, da
umetna inteligenca pridobi vsa potrebna znanja. Do takrat pa
bodo učenci usvajali učne cilje in pridobivali znanje preko
projektnega dela in drugih metod, ter sredstev, ki jih bomo izbrali
učitelji.
REFERENCES
[1] Bezjak, J., 1997, Projektno delo pri pouku tehnike, kot uspešna oblika in
metoda sodobne inženirske pedagogike. Ljubljana: Zavod RS za šolstvo
in šport.
[2] Novak, H., 1990, Projektno učno delo: drugačna pot do znanja. Ljubljana,
DZS.
[3] Poljak, V., 1984, Didaktične inovacije i pedagoška reforma škole. Zagreb:
Školske novine.
Knjižnično informacijsko znanje in IKT – papir in oblak v
šolski knjižnici Gimnazije Ptuj
Library Information Skills and ICT – Paper Resources
and a Cloud in the School Library of Gimnazija Ptuj
Jelka Kosi
Gimnazija Ptuj
Ptuj, Slovenija
jelka.kosi@guest.arnes.si
literacies and the importance of reading on different media, both
POVZETEK on paper and with the help of information and communication
Prispevek opisuje uporabo informacijsko komunikacijske technology, as well as their advantages and disadvantages.
tehnologije pri izvajanju knjižnično informacijskega znanja ter KEYWORDS
drugih storitev in dejavnosti, ki potekajo v gimnazijski šolski School libraries, library information skills, ICT, web tools,
knjižnici. Predstavljena je uporaba spletne strani šolske knjižnice, web applications, motivation ki deluje na platformi Weebly, uporaba Microsoft Teamsov in
Microsoft Formsov, sodelovalnega okolja Padlet, QR kod, video
vodičev in nekaterih drugih spletnih orodij in aplikacij. 1 UVOD Omenjena orodja uporabljamo pri individualnem in skupinskem
Slovenija je ena redkih evropskih držav, ki ima enotno, z
delu ob poučevanju knjižnično informacijskega znanja, pa tudi
zakonom urejeno šolsko knjižničarstvo, ki se uspešno vključuje
skozi didaktiko poučevanja s knjižnico v timskih,
v knjižnično vertikalo od vrtca, osnovne in srednje šole, preko
medpredmetnih in kroskurikularih povezavah ter projektnem
knjižnic fakultet in specialnih knjižnic do Narodne in
delu. Opisana so tudi prizadevanja pri ozaveščanju naših
univerzitetne knjižnice. Šolske knjižnice (ŠK) v Sloveniji so
uporabnikov o pomenu povezovanja znanja, ki ga skozi šolanje
pomemben del vzgojno-izobraževalnega sistema ter s tem
na gimnaziji pridobivajo pri posameznih predmetih in
vsakega zavoda oziroma šole. Svojim uporabnikom nudijo
dejavnostih, tudi s pomočjo šolske knjižnice in knjižnično
dostop do različnih tiskanih in elektronskih virov, jih vodijo pri
informacijskih znanj. Posebej poudarjamo tudi pomen različnih
učenju, raziskovanju in razvijanju bralnih navad ter tako
pismenosti in pomen branja na različnih nosilcih, tako na papirju
sodelujejo pri informacijskem opismenjevanju, spodbujanju
kot s pomočjo informacijsko komunikacijske tehnologije ter
kakovostnega branja in pridobivanju veščin vseživljenjskega
njune prednosti in pomanjkljivosti.
učenja. V nadaljevanju bomo predstavili nekaj primerov
KLJUČNE BESEDE vključevanje informacijsko komunikacijske tehnologije (IKT) v
Šolske knjižnice, knjižnično informacijsko znanje, IKT, doseganje ciljev šolske knjižnice kot so se razvili na Gimnaziji
spletna orodja, spletne aplikacije, motivacija Ptuj.
ABSTRACT
The paper describes the use of information and 2 KIZ IN IKT V ŠOLSKI KNJIŽNICI
communication technology in the implementation of library and GIMNAZIJE PTUJ information knowledge, as well as other services and activities
Delovanje možganov in posledično učenje je pogojeno s
taking place in a high school library. The use of the school library
kognitivnimi, psihološkimi in biološkimi danostmi ter neločljivo
website, which operating on the Weebly platform, the use of
prepleteno s kognicijo in emocijami ter socialnimi interakcijami.
Microsoft Teams and Microsoft Forms, the Padlet collaborative
V delovanju šolske knjižnice Gimnazije Ptuj se vključenost
environment, QR codes, video guides and some other online
IKT odraža na dva načina. S polnopravnim članstvom v sistemu
tools and applications are presented. We use the mention tools in
COBISS, ki ji med drugim daje možnost aktivnega sodelovanja
individual and group work while teaching library information
v sistemu vzajemne katalogizacije omogoča prevzemanje
knowledge, as well as trough didactics of teaching with the
bibliografskih zapisov, prisotnost v aplikaciji COBISS+ in
library in team, cross-curricular and inter-subject connections
aplikaciji mCOBISS, dostop do baze podatkov COBIB.SI ter e-
and project work.
virov, izobraževanje in druge storitve. Ob omenjenem pa se
Efforts to raise awareness among our users about the
vključenost IKT odraža tudi v drugih dejavnostih ŠK, ki bodo
importance of connecting the knowledge they acquire through
opisane v nadaljevanju.
high school education in individual subjects and activities, also
Šolski knjižničar kot strokovnjak za upravljanje z
with the help of the school library and library information skills,
informacijami lahko v šolskem prostoru smiselno in uspešno
are also described. We emphasize the importance of different
deluje samo takrat, ko pri svojem delu lahko združuje in udejanja 3 ZASNOVA IN STRUKTURA SPLETNE
znanja in spretnosti bibliotekarskega in pedagoškega poklica. S STRANI ŠOLSKE KNJIŽNICE svojim strokovnim delom slovenski šolski knjižničarji
Eden od primerov uporabe IKT v ŠK je spletna stran, ki smo
vsakodnevno prispevamo k osmišljanju izobraževanja katerega
jo zasnovali na Gimnaziji Ptuj. Njen namen, razvoj in
Vrednost pridobljenega znanja, tudi znanja iz KIZ, je odvisna od uporabnost smo načrtovali že dalj časa. Zbirali smo gradivo in namen ni le prenos informacij, ampak predvsem prenos pomena.
vsebine za objavo, določili smo njeno strukturo. Nismo pa uspeli
učenja pri katerem ima šolska knjižnica nedvomno veliko vlogo. vključenosti v učni proces, predvsem v KIZ in v povezavi z njimi. Ta del je še čakal na uresničitev, Sodobni načini poučevanja in delovanja pa danes vključujejo V času izolacije, ko je potekal pouk na daljavo in smo se vanj tudi uporabo IKT. načinov poučevanja in pridobivanja spretnosti vseživljenjskega še zasnovati njene interaktivnosti in načina neposredne njegove uporabe. Ta misel na nek način povzema vlogo sodobnih
IKT pri pouku KIZ in delovanju šolske knjižnice na Gimnaziji V nadaljevanju bo predstavljenih nekaj primerov uporabe vključile tudi šolske knjižnice, se je naloga sprva zdela skoraj neizvedljiva. Generalno napotilo v tistem času je bilo, naj bomo pri aktivnostih realni, naj bodo dejavnosti zaporedne in ne po Ptuj. Šolsko knjižnico determinira njen prostor delovanja in njeni nepotrebnem preveč obremenjujoče in podobno. Najti je bilo uporabniki (Slika 1, 2, 3). potrebno rešitev za osmislitev vloge šolske knjižnice v do tedaj
neznanem stanju popolne izolacije.
Skoraj edina rešitev je bila misel na uresničitev ideje o
digitalni knjižnici kot vstopni točki »virtualnega posnetka«
dejanske knjižnice Gimnazije Ptuj. V samo nekaj dneh je
»Digitalna knjižnica GPT« (DK GPT) bila postavljena. GPT v
imenu spletne strani šolske knjižnice Gimnazije Ptuj predstavlja
njen akronim v vzajemni bazi COBISS. Spletna stran Digitalna
knjižnica GPT je bila oblikovana v času učenja na daljavo,
spomladi leta 2020. Zapis na naslovni strani DK GPT je
opredeljeval, da je namenjena ptujskim gimnazijcem za pouku
na daljavo, vsebovala pa je tudi vsebine za prosti čas. Objavljene
vsebine s predmetnega področja KIZ so se prepletale z vsebinami,
uporabnimi tudi za ostala predmetna področja. Zapisano je bilo
Slika 1: Prosti pristop v šolski knjižnici še, da smo dijakom Gimnazije Ptuj na voljo za dodatna pojasnila
k objavljenim vsebinam ter pomoč pri uporabi Cobissa in drugih
knjižničnih portalov, pri iskanju gradiva in ostalih raziskovalnih
postopkih, ustvarjanju referata, seminarske naloge ter v pomoč
pri iskanju vsebin za bogatenje šolskega znanja ali prostega časa.
Povezava do DK GPT je bila dostopna na spletni strani
Gimnazije Ptuj, v oddelku šolska knjižnica, kjer so tudi sicer
objavljene vsebine v povezavi s šolsko knjižnic. ter na šolski
Facebook in Instangram strani. DK GPT je delovala ves čas
izolacije in tudi še nekaj časa po vrnitvi k običajnemu načinu
izvajanja pouka v šoli.
Danes je na spletnem naslovu http://digitalnagpt.weebly.com/
dostopna naslovna stran s povezavo do spletne strani Gimnazije
Slika 2: Prostori šolske knjižnice Gimnazije Ptuj Ptuj, povabilom za uporabnike – vprašaj knjižničarja, napotila
varnost na spletu, netetika in spoštovanje avtorskih pravic (Slika
4). Ostale vsebine pa so dostopne preko arhiva spletne strani DK
GPT za pouk KIZ, druge dejavnosti in projekte v katerih sodeluje
šolska knjižnica Gimnazije Ptuj (Slika 5, 6, 7, 8, 9, 10,11).
DK GPT je bila zamišljena tudi kot vstopna točka šolske
knjižnice za komuniciranje z uporabniki, izobraževanje in
motiviranje za branje ter promocijo šolske knjižnice. Želeli smo,
da bi DK GPT bila zasnovana tako, da bi čim bolj odsevala
običajno delovanje šolske knjižnice na Gimnaziji Ptuj, torej ko
deluje v živo. Premišljeno smo v zasnovo vključili tudi teorijo
barv in spletno stran zasnovali s prevladujočo oranžno barvo, ki
po teoriji vzbuja prijetno, ustvarjalno, zabavno in poživljajoče
vzdušje. Je barva ognja in sonca. Združuje pozitivne lastnosti,
Slika 3: Utrinek iz šolske knjižnice Gimnazije Ptuj posreduje prešernost, prijateljstvo, vitalnost, veselje, igrivost, kot so veselje do življenja in vedrino. Stimulira duševnost in
čustvenost sigurnost in toplino. Je prijetna barva, ki pomaga
premagovati utrujenost. Pozitivno vpliva na črnogledost,
depresijo in pomanjkanje motivacije. S tem smo skušali
vzdrževati pozitivno naravnanost in optimizem naših
uporabnikov ter vabiti k branju in ustvarjalnosti. Tudi dijaški
ustvarjalnosti in dejavnostim knjižničnega kluba DOTIK
KNJIGE, ki že vrsto let deluje v sklopu šolske knjižnice, smo
namenili poseben zavihek v DK GPT.
Spletna stran je bila zasnovana z mislijo na učenje s
tehnologijo, samoučenje in vseživljenjsko učenje ter
razpolaganjem s časom na način, da uporabnik ponujene vsebine
in hipertekste uporablja v zanj najprimernejšem času, vse skupaj
pa omogoča preobrazbo učenja. Ker so bile vsebine za pouk v
DK GPT dostopne ves čas, so lahko uporabniki do njih dostopali Slika 5: Motivacijski nagovor z naslovne strani DK GPT
v zanje najprimernejšem času.
Za prosti čas so bila ponujena različna prostodostopna
gradiva, ki so jih ponujali muzeji, galerije, založbe in druge
ustanove brezplačno.
.
Slika 6: Naslovnica zavihka KIZ in prostodostopni viri v
DK GPT
Slika 4: Naslovna stran spletne strana Digitalne knjižnice
GPT
Vzpostavljena DK GPT je bila bogata z vsebinami za pouk
KIZ in v povezavi s KIZ, za pouk ostalih predmetnih področij in
prosti čas, a največji izziv je bila sama izvedba in dostop do Slika 7: Zavihek KIZ v DK GPT uporabnikov – dijakov in sodelavce. Dogovorjen komunikacijski
kanal je sicer bila komunikacija v e-Asistentu, a ta ni zagotavljala
vseh potreb za izvedbo pouka. Rešitev se je nakazala zelo kmalu,
ko smo bili strokovni delavci Gimnazije Ptuj deležni
izobraževanj kjer smo usvajali strukturo in uporabnost Microsoft
Teamsov (MST) pri pouku.
Za delovanje ŠK na daljavo in uporabo DK GPT smo v MST
oblikovali skupine za vse oddelke Gimnazije Ptuj. S tem je bila
omogočena izvedba pouka, tudi pouka KIZ na daljavo. Dijaki so
k pouku in k uporabi DK GPT bili pozvani preko dodeljenih
nalog v MST. Za izvedbo timskih povezav s KIZ smo v MST s
kolegi zasnovali skupine povezanih predmetov za posamezni Slika 8: Zavihek prostodostopni spletni portali pri KIZ
oddelek. K pouku so dijaki bili pozvani preko sestanka v
koledarju v MST, v dodeljenih nalogah so bili napotki kako naj
uporabijo gradivo iz DK GPT. Občasno smo za hitrejšo in lažjo
komunikacijo med poukom uporabili še sodelovalno orodje
Padlet.
Slika 9: Zavihek prostodostopne spletne povezave za pouk
[2] Kurikul. Knjižnično informacijsko znanje [Elektronski vir] : gimnazija :
splošna, klasična, strokovna gimnazija. (2008). Ljubljana : Ministrstvo za
šolstvo in šport : Zavod RS za šolstvo.
[3] O naravi učenja [Elektronski vir] : uporaba raziskav za navdih prakse.
(2013). Ljubljana : Zavod Republike Slovenije za šolstvo. Dostopno na
naslovu http://www.zrss.si/pdf/o-naravi-ucenja.pdf (15. 7. 2023).
[4] Šolska knjižnica kot središče branja in stičišče medpredmetnega
povezovanja [Elektronski vir]. (2022). Ljubljana: Zavod RS za šolstvo.
Dostopno na naslovu
http://www.zrss.si/pdf/Solska_knjiznica_kot_sredisce_branja_in_sticisce
_medpredmetnega_povezovanja.pdf (22. 7. 2023).
[5] Vilar, Polona, Zabukovec, Vlasta. (2023). Model kakovostne šolske
knjižnice: zasnova in uresničevanje v praksi. V Pogled na šolo 21. stoletja
Slika 10: Zavihek KIZ in prostodostopni viri v DK GPT v duhu kompetenc in pismenosti (str. 14–15). Zavod RS za
šolstvo.Elektronski vir]. Ljubljana: Zavod RS za šolstvo. Dostopno na
naslovu https://www.zrss.si/pdf/Pogled_na_solo_21_stoletja.pdf (17 7.
2023).
[6] Weel, Adrijan van der. (2015). Spreminjanje naše besedilne zavesti. Na
poti k digitalnemu redu znanja. Ljubljana: Cankarjeva založba.
Slika 11: Zavihek KIZ in prostodostopni viri v DK GPT
Slika 12: Padlet
Opisane izkušnje in nova spoznanja uporabe IKT so nam
odprla nova pedagoška in bibliotekarska obzorja.
4 ZAKLJUČEK
V prispevku je predstavljena uporaba IKT tehnologije pri
pouku KIZ in drugih storitev šolske knjižnice Gimnazije Ptuj.
Njena uporaba se je neizmerno pospešila v času izolacije, ko je
uporaba IKT bila edina možnost za izvajanje pouka, delovanje
šolske knjižnice ter komunikacijo. Dobro prakso ohranjamo še
danes za obogatitev izvajanja pouka KIZ, obveščanje,
sodelovanje v projektih, razstavni dejavnosti, promociji
knjižnice. Vse zapisano predstavlja pomembne priložnosti za
šolske knjižnice, da ostanejo relevantne in koristne za šolski
sistem ter spodbujajo branje, učenje in poučevanje v sodobnem
digitalnem okolju. S pomočjo informacijsko-komunikacijske
tehnologije šolske knjižnice vzdržujejo svojo osrednjo vlogo kot
središče za dostop do znanja, informacij in učenja v šolskem
okolju. Velik izziv in priložnost za krepitev vloge šolskih
knjižnic so orodja kot je ChatGPT in spremembe v učenju in
poučevanju, ki ga tovrstna orodja omogočajo.
LITERATURA IN VIRI
[1] Carr, Nicholas. (2011). Plitvine: kako internet spreminja naš način
razmišljanja, branja in pomnjenja. Ljubljana, Cankarjeva založba
Digitalne kompetence učitelja pri delu z učenci s
posebnimi potrebami
Digital Competences of Teachers when Working with Pupils
with Special Needs
Klaudija Kovač
Osnovna šola Glazija
Oblakova ulica 15
Celje, Slovenia
klaudija.kovac@osglazija-celje.si
POVZETEK motnje, motnje pozornosti in koncentracije). Učenci, vključeni v
V osnovno šolo s prilagojenim programom z nižjim isti oddelek, so si med seboj torej lahko zelo različni, zato se
izobrazbenim standardom so vključeni učenci z lažjo motnjo v mora učitelj pri poučevanju posluževati različnih metod,
duševnem razvoju, ki jo pogosto spremljajo še druge motnje, pristopov, da bi učencem učinkovito podal učne vsebine. Pri tem
ovire oz. primanjkljaji na področju učenja ali čustvovanja. seveda mora upoštevati tudi individualne prilagoditve za
Učitelj se pri poučevanju pogosto srečuje s težavami na področju posameznega učenca. Z dobro usvojenimi digitalnimi
pomanjkanja učnega gradiva za prilagojeni program z nižjim kompetencami si lahko učitelj, ki poučuje učence s posebnimi
izobrazbenim standardom, poleg tega mora upoštevati tudi potrebami, učinkovito pomaga pri pripravi učnih gradiv, ki jih je
individualne pristope in prilagoditve za posameznega učenca. v fizični ali elektronski obliki zelo malo.
Zaradi navedenega so dobro razvite digitalne kompetence lahko “Digitalne kompetence sestavljajo znanja, spretnosti in
učitelju v veliko pomoč pri pripravi in izvedbi pouka. stališča. Posamezniki potrebujejo znanja o digitalni tehnologiji
za sporazumevanje, ustvarjalnost in inovativnost ter
KLJUČNE BESEDE razumevanje kritičnega vrednotenja priložnosti in izzivov, ki jih
Učenci s posebnimi potrebami, prilagojeni program, digitalne prinaša uporaba digitalne tehnologije.” (Dolinar, Poberžnik,
kompetence Jerše, 2023, str. 17). Pri poučevanju otrok s posebnimi potrebami
nenehno iščem poti in načine, kako jim čimbolj učinkovito
ABSTRACT približati učne vsebine. Pri tem se pojavi dodatni izziv, saj
pogosto moram isti delovni list različnim učencem drugače
A primary school with an adapted programme with a lower
prilagoditi. Oblikovanje delovnih listov je lažje in učinkovitejše
standard of education includes pupils with a mild intellectual
obstacles or deficits in the field of learning or emotions. When zahteva premišljen in kritičen, a radoveden, odprt in napreden teaching, the teacher often faces problems in the area of lack of odnos do njihovega razvoja. Prav tako zahteva etičen, varen in teaching materials for an adapted programme with a lower odgovoren pristop k uporabi teh orodij.” (Ključne kompetence za disability, which is often accompanied by other disorders, upoštevati dejstvo, da “uporaba digitalnih tehnologij in vsebin z uporabo digitalne tehnologije. Ob tem je seveda potrebno
educational standard, and he must also take into account vseživljenjsko učenje, 2015). individual approaches and adaptations for each student. For this
reason, well-developed digital competences can be of great help
to teachers in the preparation and implementation of lessons. 2. USTVARJANJE DIGITALNIH VSEBIN ZA
UČENCE S POSEBNIMI POTREBAMI
KEYWORDS
Pupils with special needs, adapted programme, digital 2.1 Uporaba spletnega orodja Canva
competences Pri izdelavi delovnih listov za posamezni šolski predmet
pogosto uporabljam spletno orodje za ustvarjanje digitalnih
1. vsebin Canva, kjer lahko isti delovni list hitreje prilagodim (npr. UVOD
male/velike tiskanke, večje črke, poudarjeno navodilo ipd.).
Prilagojeni program z nižjim izobrazbenim standardom Canva je spletno orodje za grafično oblikovanje. Učitelju delo
obiskujejo učenci z lažjo motnjo v duševnem razvoju, ki se zelo olajša z že obstoječimi predlogami. “Predloge močno
pogosto pojavlja v kombinaciji z drugimi motnjami, ovirami oz. olajšajo in pohitrijo proces izdelave, kar pomeni prihranek na
težavami (avtizem, Downov sindrom, vedenjske in čustvene času, hkrati pa tudi podporo manj veščim v oblikovanju. Ko
izberemo določeno predlogo, ki nam ustreza, imamo možnost
posamezne elemente oblikovati po svoje.” (Canva- orodje za 2.2 Uporaba spletnega orodja Padlet
oblikovanje, 2016). “Inovativna učna okolja so okolja, ki vključujejo uporabo Delovni list Bralno razumevanje (slika 1) sem tako novih tehnologij, pristope in metode za izboljšanje procesa prilagodila za tiste učence, ki še slabše berejo male tiskanke in učenja. Ta okolja spodbujajo interakcijo, sodelovanje in aktivno sem namesto povedi uporabila le posamezne besede oz. besedne vključevanje učencev ter omogočajo prilagodljivost in zveze (slika 2) ter za tiste učence, ki še vedno berejo z velikimi prilagajanje individualnim potrebam učencev, posledično pa tiskanimi črkami (slika 3). pripomorejo k izboljšanju kakovosti izobraževanja.” (Kreuh,
Pesek, Košutnik, Čuk, Možina Podbršček, 2023, str. 10). Eno
izmed takih učnih okolij je po mojem mnenju tudi programska
oprema Padlet, ki jo uporabljam predvsem pri pripravi učnih ur
pri predmetu spoznavanje okolja ter za predstavitev vsebine
dnevov dejavnosti.
3. RABA DIGITALNIH TEHNOLOGIJ PRI
AKTIVNIH METODAH IN OBLIKAH
DELA TEKOM POUKA
Učenci s posebnimi potrebami potrebujejo za učenje več časa
ter različne pristope in metode dela. Učitelj se mora pogosteje
posluževati metode izkustvenega učenja, saj je zapomnitev
znanja pri učencih na ta način hitrejša in dolgotrajnejša. Podoben
učinek ima tudi aktivno sodelovanje učencev pri pouku z
Slika 1: Delovni list Bralno razumevanje- povedi z malimi uporabo digitalnih tehnologij. Kot navajajo Dolinarjeva,
tiskanimi črkami Poberžnikova in Jeršetova (2023, str. 31) “aktivne oblike in
metode učenja spodbujajo samostojnost učenja, razvoj kritičnega
mišljenja, komunikacijske spretnosti, reševanje problemov in
timsko delo.”
Rabe digitalnih tehnologij pri učencih se poslužujem
predvsem pri utrjevanju učnih vsebin, kjer učenci pogosto delajo
v dvojicah ali v manjših skupinah. Na ta način rešujejo spletne
kvize, ki jih ustvarim v orodju za spletne ankete 1KA ali po
navodilih v vizualnem programskem jeziku Scratch oblikujejo
nalogo in na ta način utrdijo obravnavano učno snov. Z
radovednostjo se poslužujejo tudi uporabe interaktivne bele table,
kar jih pri reševanju nalog dodatno motivira.
4. ZAKLJUČEK
Veliko prednost uporabe digitalnih znanj učitelja pri pripravi
in izvedbi pouka vidim v vizualizaciji oziroma večpredstavnosti.
Slika 2: Delovni list Bralno razumevanje- besede z malimi Učencem lahko na ta način bolj nazorno prikažem učne vsebine
tiskanimi črkami in jim omogočim lažje razumevanje zahtevnejših učnih vsebin.
Pri učencih s posebnimi potrebami, ki imajo lahko večje težave
z razumevanjem abstraktnih pojavov, so vizualne predstavitve še
toliko bolj zaželene in učinkovito izboljšajo dolgoročno
pomnenje učnih vsebin. Učenci s posebnimi potrebami se z rabo
digitalnih tehnologij tekom pouka tudi lažje povežejo z vrstniki
in z njimi bolje komunicirajo. Kot navaja Digitalna akademija
(2022) “digitalne kompetence predstavljajo eno od osmih
ključnih kompetenc in se nanašajo na samozavestno in kritično
uporabo digitalnih tehnologij za pridobivanje in izmenjavo
informacij, komuniciranje in sodelovanje, ustvarjanje digitalnih
vsebin, varno uporabo tehnologij informacijske družbe in
reševanje problemov.”
Usvojene digitalne kompetence so lahko učitelju pri pripravi
na pouk in izvedbi le-tega v veliko pomoč, ravno tako učencem
vzbudijo zanimanje za določene učne vsebine in popestrijo pouk.
Slika 3: Delovni list Bralno razumevanje- besede z velikimi So učinkovit pripomoček, s katerim lahko učitelj pri učencih
tiskanimi črkami poleg učnih vsebin uspešno razvija in krepi tudi ostale
pomembne kompetence kot so učenje učenja, komunikacija,
socialne kompetence, kulturno izražanje itd.
Spremembe na področju digitalnih tehnologij že zdavnaj več
ne trkajo na vrata šolstva, temveč je razvijajoča se digitalna
tehnologija v vedno večji meri prisotna v skorajda vseh razredih.
Še vedno pa je učitelj tisti, ki ima v rokah veslo ter zmore
učinkovito veslati med viharnimi spremembami in stalnim
okvirjem. Le na ta način bo moč vzgojiti digitalno odgovorne in
spoštljive člane naše družbe. Učence s posebnimi potrebami pa
učitelj na ta način opolnomoči in jim omogoči lažjo vključitev v
digitalno družbo.
REFERENCE
[1] Dolinar M., Poberžnik A., Jerše L. (2023). Vodenje in podpora učencem
pri pridobivanju digitalnih kompetenc. Ljubljana: Zavod RS za šolstvo.
[2] Kreuh N., Pesek I., Košutnik R., Čuk A., Možina Podbršček I. Projekt
Dvig digitalne kompetentnosti se predstavi. Ljubljana: Zavod RS za
šolstvo.
[3] Inkubator 4.0. (2016). Canva – orodje za oblikovanje. Ljubljana. Socialna
akademija. Pridobljeno s https://inkubator40.si/canva/.
[4] Digitalna akademija. (2022).Kaj so digitalne kompetence in zakaj so
pomembne? Pridobljeno s https://akademija.digitas.si/.
[5] Movit.si (2015). Ključne kompetence za vseživljenjsko učenje.
Pridobljeno s https://www.movit.si/.
Preverjanje predznanja z digitalno tehnologijo
Knowledge Assessment with Digital Technology
Ksenija Koželj Erika Smrekar
Ekonomska šola Ljubljana Ekonomska šola Ljubljana
Ljubljana, Slovenija Ljubljana, Slovenija
ksenija.kozelj@presernova.si erika.smrekar@presernova.si
creating their own projects, they also developed their algorithmic
POVZETEK skills, which are crucial for problem-solving in computer science
V učnem procesu učenci pogosto ne dobijo priložnosti, da bi and other natural sciences.
učne cilje več predmetov združili v eni aktivnosti. Da bi to vrzel By incorporating the Makey Makey educational kit, the
premagali, smo pri urah informatike uvedli inovativni pristop, ki students created physical interfaces that they connected with
povezuje matematiko z informatiko. Dijakom smo omogočili, da programming tools, allowing them to transfer theoretical
so preverjali svoje matematično predznanje in hkrati usvajali knowledge into practice. This way, they not only tested their
temeljna računalniška znanja. S programiranjem z delčki v mathematical knowledge but also improved their abilities to
Scratchu in z uporabo izobraževalnega kompleta Makey Makey create interactive solutions. This interdisciplinary approach
so ustvarjali interaktivne plakate, ki so jim nudili kreativno in helped students develop a wide range of skills essential for
praktično preverjanje že usvojenih matematičnih konceptov. successful functioning in the modern digital environment and
Programiranje v Scratchu jim je omogočilo spoznavanje in prepared them for more complex challenges in both mathematics
utrjevanje osnov računalniškega mišljenja in programerskih and computer science.
konceptov, kot so spremenljivke, pogojni stavki in zanke. Skozi
ustvarjanje lastnih projektov pa so hkrati razvijali tudi svoje KEYWORDS
algoritmične spretnosti, ki so ključne za reševanje problemov v Computational thinking, algorithmic thinking, physical
informatiki in ostalih naravoslovnih predmetih. computing
Z vključitvijo izobraževalnega kompleta Makey Makey so
dijaki ustvarili fizične vmesnike, ki so jih povezali z orodji za
programiranje, kar jim je omogočilo, da so teoretična znanja 1 MEDPREDMETNO POVEZOVANJE IN
prenesli v prakso. Tako so ne le preverili svoje matematično PROJEKT NAPOJ MINUT
znanje, ampak tudi izboljšali svoje sposobnosti za ustvarjanje Vse bolj postaja jasno, da je medpredmetno sodelovanje v
interaktivnih rešitev. Ta interdisciplinarni pristop je dijakom izobraževanju ključnega pomena za celosten razvoj učencev.
pomagal razvijati širok spekter veščin, ki so ključne za uspešno Projekt NAPOJ MINUT izhaja prav iz te potrebe po povezovanju
delovanje v sodobnem digitalnem okolju, ter jih pripravil na znanja različnih predmetnih področij, z namenom, da učencem
kompleksnejše izzive na obeh področjih, tako v matematiki kot omogoči bogato in praktično učno izkušnjo. Osnovna ideja
informatiki. projekta je ustvariti okolje, kjer se znanje iz področja
računalništva prepleta z znanjem matematike, naravoslovja,
KLJUČNE BESEDE umetnosti ali tehnologije, s poudarkom na enakovrednosti obeh
Računalniško razmišljanje, algoritmično razmišljanje, fizično predmetov. Na ta način se spodbuja aktivnost med učitelji
računalništvo različnih predmetov, kar vodi v ustvarjanje interdisciplinarnih
vsebin, ki učencem omogočajo celovito učno izkušnjo. Učenci se
ABSTRACT tako soočajo z iskanjem rešitev avtentičnih problemov, do
In the learning process, students do not often get the katerih jih pripelje znanje pridobljeno na različnih področjih.
opportunity to combine the learning objectives of multiple V okviru projekta MINUT NAPOJ je tako razvita vrsta
subjects into one activity. To bridge this gap, we introduced an projektov, ki poudarjajo tako obliko medpredmetnega
innovative approach in computer science classes that connects sodelovanja. Enega od teh projektov predstavljamo tudi v tem
mathematics with computer science. We enabled students to test prispevku.
their mathematical knowledge while simultaneously acquiring Dijaki 1. letnikov so ob vstopu v srednjo šolo običajno brez
fundamental computer skills. By programming with blocks in predhodnega znanja programiranja, zato so se morali pred
Scratch and using the Makey Makey educational kit, they created izvedbo projekta spoznati z okoljem Scratch in osnovnimi
interactive posters that provided a creative and practical way to programerskimi koncepti, kot so spremenljivke, zanke in pogojni
review previously acquired mathematical concepts. stavki.
Programming in Scratch allowed them to learn and reinforce Ker je poznavanje osnovnih obrazcev za izračun obsega in
the basics of computational thinking and programming concepts ploščine likov temeljno za uspešno nadgrajevanje znanja iz
such as variables, conditional statements, and loops. Through geometrije, sva v ta projekt vključili ravno te matematične cilje.
Hkrati pa so to tudi učni cilji, ki naj bi jih dijaki usvojili že v Scratch omogoča povezavo z več izobraževalnimi kompleti, med
osnovni šoli. drugimi tudi z Makey Makey.
1.1 Orodje in okolje
Pri iskanju ideje za projekt smo izbrali dijake 1. letnikov, saj
smo iz področja informatike vključili učne cilje iz programiranja,
ki jih z dijaki predelujemo v 1. letniku programa ekonomska
gimnazija. Odločili smo se, da bodo dijaki izdelovali interaktivne
plakate s programiranja z delčki v Scratchu in z uporabo
izobraževalnega orodja Makey Makey. Tako so dijaki med
preverjanjem predznanja iz matematike usvajali in utrjevali
temeljna znanja iz računalništva.
Izobraževalni komplet Makey Makey omogoča pretvorbo
vsakodnevnih predmetov z uporabo aligatorskih sponk in
prevodnih materialov v vnosni sistem (glej sliko 1). Z njegovo Slika 2: Prevodniki, ki jih lahko uporabimo pri izdelavi
pomočjo običajen plakat postane interaktiven.
Komplet ima na sprednji strani 6 vhodnih priključkov Za lažjo predstavo bomo opisali primer izdelave preprostega
(puščice gor, dol, levo, desno, presledek in klik), na spodnjem projekta, v katerem bo maček hodil levo in desno. Smer hoje bo
delu se nahaja 6 priključkov za ozemljitev. Z dotikom ustreznih določena glede na pritisk ustrezne tipke na plakatu. Na začetku
delov plakata tako simuliramo pritisk na omenjene tipke ter klik je potrebno poskrbeti za vklop razširitve v orodju Scratch. Ko to
z miško. Na zadnji strani je dodanih še 12 priključkov, ki storimo, se pojavita dva dodatna ukaza (Ko je pritisnjena tipka in
nadomeščajo pritiske na črke W, A, S, D, F in G, levi in desni Ko so pritisnjene tipke). Na plakatu označimo del na katerega bo
miškin klik ter premikanje miške gor, dol, levo in desno. uporabnik pritiskal. Pri tem lahko uporabimo železne razcepke,
ki jih povežemo s krokodiljim priključkom. Lahko pa uporabimo
tudi bakren trak ali prevodno barvo, s katero povežemo del
plakata in komplet Makey Makey. V našem primeru bomo na
plakatu puščico desno povezali s krokodiljim priključkom in ga
povezali na puščico na kompletu Makey (glej sliko 3).
Sprogramirati je potrebno še premikanje mačka. V Scratchu za
premikanje uporabiko ukaz pojdi 10 korakov. Da se bo maček ob
pritisku na tipko levo obrnil v pravo smer, pa uporabimo še ukaz
obrni se v smer. Na kompletu Makey Makey je potrebno dodati
še kabel za ozemljitev (v našem primeru je to kabel zelene barve).
Uporabnik mora med pritiskanjem na tipki na plakati držati tudi
kabel ozemljitve.
Slika 1: Sprednja in zadnja stran kompleta Makey Makey
Makey Makey na računalnik povežemo z USB kablom, za
priključke pa uporabimo krokodilje kable in povezovalne žice.
Na plakatu je za prevodnost možno uporabiti bakren
samolepilni trak, prevodno barvo, grafit (sled svinčnika) ali
železne razcepke (glej sliko 2). Tako se ob dotiku ustreznega dela
plakata preko navedenih prevodnikov simulira pritisk določenih
tipk (puščice, preslednica, črke,…).
Programsko orodje Scratch je brezplačno programsko orodje
namenjeno programiranju z delčki, kar omogoča uporabo tudi pri
mlajših učencih. Dostopno je preko spletne strani scratch.mit.edu. Slika 3: Plakat s povezovalnimi kabli in programska koda v Na spletni strani lahko najdemo tudi vodiče v slovenskem jeziku. Scratchu
To je primer enostavne uporabe kompleta Makey Makey in
orodja Scratch. Ob nakupu kompleta Makey Makey so kabli in
žice že priloženi, priporočamo še nakup železnih razcepkov in po
potrebi prevodnega traku in prevodne barve (glej sliko 2).
1.2 Projekt
Da bi zapolnili vrzel med povezovanjem znanja iz informatike in
matematike smo zasnovali projekt, ki vključuje uporabo
kompleta Makey Makey. Z njegovo uporabo dijaki usvajajo
programerske koncepte. Ta projekt je bil zasnovan v okviru
projekta MINUT NAPOJ.
Dijaki posameznega letnika so pri informatiki razdeljeni v dve
skupini po 16 dijakov. Pouk informatike se izvaja enkrat Slika 4: Interaktivni plakat
tedensko v dveh zaporednih šolskih urah. Dijaki so v mesecu
decembru in januarju usvojili osnovne programerske koncepte s Povratne informacije dijakov so bile pozitivne. Poudarili so, da
pomočjo izdelovanja različnih kratkih interaktivnih projektov. je bil projekt zabaven in poučen ter da so se naučili veliko novega.
Nato so pričeli z načrtovanjem interaktivnega plakata. Pripravili Z željo, da bi lahko še večkrat pokazali svojo ustvarjalnost, si
so skico plakata v katero so vključili vsebino, ki so jo kasneje želijo še več takšnih projektih v prihodnosti. Projekti jim
obravnavali pri matematiki. Dodali so tudi skico fizičnih omogočajo uporabo teoretičnega znanja na ustvarjalen način in
povezav s kabli. Vsak dijak je imel na voljo izobraževalni utrjevanje že pridobljenega znanja. Pri raziskovanju ideje o
komplet Makey Makey, bakreni trak, prevodno barvo in plakatu so razvijali tudi veščine raziskovanja.
razcepke. V Scratchu so morali z ustreznimi ukaznimi bloki
sestavi kodo, ki je ob pritisku na določene dele plakata izvedla
ustrezne akcije, kot so predvajanje zvoka, animacije, menjava 3 ZAKLJUČEK
ozadja ipd. Projekt z uporabo orodja Scratch in Makey Makey je dijakom
omogočil, da na kreativen način povežejo znanje iz različnih
predmetov in ustvarijo nekaj edinstvenega. Takšni projekti so
odličen način za spodbujanje inovativnosti in praktičnega učenja
ter za pripravo dijakov na prihodnje izzive v svetu tehnologije,
kjer se bodo vsakodnevno srečevali z izzivi. Verjamemo, da taki
projekti spodbujajo nujno potrebne veščine za reševanje
problemov in hkrati dijakom omogočajo uvid v uporabnost
povezovanja znanja. Za izvedbo takega projekta je pomembno,
da so učitelji željni usvajanja novih znanj in medsebojnega
sodelovanja s kolegi. Na ta način tudi učitelji krepijo veščine
sodelovalnega dela in komunikacijske veščine. Pomembna je
tudi podpora s strani vodstva šole, ki poskrbi za programsko
opremo in ostale pogoje kot so: prostor, čas,...
V prihodnje bo v projektu MINUT NAPOJ zagotovo razvitih še
Slika 3: Zadnja stran interaktivnega plakata več zanimivih gradiv, ki bodo na voljo tudi ostalim učiteljem, ki
bi radi nadgradili in popestrili ure svojega pouka.
2 REFLEKSIJA IN POVRATNA na naslovu napoj@404.si. Vabimo vse, da se projektu pridružijo. Vse informacije dobite
INFORMACIJA
Izvedba projekta je potekala v skladu s pričakovanji. Dijaki so VIRI
med izdelovanjem interaktivnega plakata utrdili znanje [1] Spletno orodje Scratch. (b.d.). (pridobljeno dne 28. 8. 2024) Pridobljeno s
programerskih konceptov, spoznali uporabo izobraževalnega https://scratch.mit.edu
[2] Izobraževalni komplet Makey Makey. (b.d.). (pridobljeno dne 27. 8. 2024)
kompleta Makey in Makey in hkrati preverili predznanje iz Pridobljeno s https://makeymakey.com
geometrije. Poleg tega so izboljšali veščine raziskovalnega dela [3] Projekt MINUT NAPOJ. (b.d.). (pridobljeno dne 27. 8. 2024) Pridobljeno
in s https://novi.napoj.si/aktivnosti-2/projekti/minut-ii medpredmetnega povezovanja. Med izdelovanjem
interaktivnega plakata naleteli tudi na nekaj težav, ki so jih
uspešno premostili. Zagotoviti so morali tudi pravilnost fizičnih
povezav med kompletom Makey Makey in plakatom. V
programskem orodju Scratch so morali povezave uskladiti z
ustreznimi ukazi, ki so se izvedli ob pritisku na ustrezen del
plakata, ki smo ga označili z železnim razcepkom. Z vsem
navedenim so zagotovili nemoteno delovanje programa. Da ne bi
uporabnik nenamerno odklopil povezave, so morali poskrbeti
tudi za to, da so bile vse fizične povezave skrite in varno pritrjene.
Izdelava interaktivnih tematskih listov s spletnim orodjem
Canva
Creating Interactive Themed Sheets with Canva
Marjeta Kuhar
OŠ Komenda Moste
Glavarjeva cesta 37
Komenda, Slovenija
kuhar.marjeta@oskomenda-moste.si
effective knowledge consolidation and the development of skills
POVZETEK necessary for working with various applications.
Danes si dela z informacijsko-komunikacijsko tehnologijo v
razredu praktično ne moremo več predstavljati, saj nas le-ta KEYWORDS
spremlja na skoraj vsakem koraku. Prav je, da učitelji gremo ˝v Canva, interactive themed sheets, student motivation
korak s časom˝ in posodobimo načine poučevanja.
Pri večletnem poučevanju desetletnikov opažam, da za delo
potrebujejo vedno več zunanje motivacije in da za klasičen pouk 1 UVOD
učenci niso več motivirani, saj precej raje rešujejo interaktivne Danes ljudje uporabljamo informacijsko-komunikacijske
naloge na računalnikih in tabličnih računalnikih. tehnologije (IKT) že praktično na vsakem koraku in na vseh
V prispevku je predstavljeno, kako lahko spletno orodje področjih. Zato je seveda pomembno in hkrati neizogibno IKT
Canva uporabimo za delo v razredu. S tem orodjem sem uvesti v čim večji meri že v osnovnošolsko izobraževanje. V
pripravila dva vsebinsko različna interaktivna tematska lista, ki današnjem času je razvoj tehnologije zelo hiter, zato je nujno, da
sta v prispevku natančneje predstavljena. Učenci zelo radi otroke izobrazimo in vzgajamo tako, da bodo ta hiter razvoj
utrjujejo in pridobivajo znanje na tak način. obvladali. Če bomo učence že v osnovni šoli navajali na uporabo
Za tako pripravo na pouk je potrebno nekoliko več časa, različne IKT, se bodo le-ti kot odrasli lažje prilagajali na vse
vendar je trud v razredu poplačan, saj lahko učitelj opazuje, s novosti. [4]
kakšno vnemo učenci rešujejo naloge, s tem utrjujejo znanje in Že nekaj let poučujem petošolce in vsako leto znova opažam,
hkrati pridobivajo spretnosti in veščine za delo z različnimi da se pri klasičnem delu z učbeniki in delovnimi zvezki
aplikacijami. dolgočasijo in da neradi posegajo po njih. Čeprav so ta gradiva
veliko privlačnejša kot pred nekaj desetletji, jih ne privlačijo tako
KLJUČNE BESEDE kot vsa virtualna okolja, ki so zanimiva za oči in kar kličejo k
Canva, interaktivni tematski list, motivacija usmerjeni pozornosti. Zelo radi se poslužujejo dela na
računalnikih in tabličnih računalnikih in pri tem sploh nimajo
ABSTRACT občutka, da se učijo, ampak tako delo doživljajo bolj kot zabavo.
Today, it is almost impossible to imagine classroom work V kolikor učitelj zna pripraviti ustrezna IKT gradiva oz.
without information and communication technology, as it has interaktivne naloge, učenci z reševanjem le-teh utrjujejo znanje
become integral to nearly every aspect of education. It is essential in hkrati pridobivajo spretnosti in veščine za delo na računalnikih
for teachers to "keep up with the times" and modernize their in drugih ˝pametnih˝ napravah.
teaching methods accordingly.
Having taught ten-year-olds for many years, I have noticed 2 INFORMACIJSKO-KOMUNIKACIJSKA
that they increasingly require external motivation to engage in TEHNOLOGIJA V ŠOLI their work. Traditional classroom methods seem less effective,
as students now prefer interactive tasks on computers and tablets. Poklic učitelja je zahteven. Zahteva nenehno izobraževanje
This article demonstrates how Canva, an online tool, can be učiteljev in njihovo prilagajanje na hitre sprememb. Učenci se
effectively used in the classroom. I have created two spreminjajo, skupaj s svojimi potrebami in interesi. Učitelji smo
substantively different interactive thematic sheets using Canva, pri svojem delu sicer avtonomni, saj je naša omejitev le učni
which are discussed in detail in this paper. Students enjoy načrt in njegovi cilji. Naša naloga je, da iščemo metode in oblike
consolidating and acquiring knowledge through these methods. dela, s katerimi bodo učenci prišli do znanja in osvojili cilje
Although this type of class preparation requires additional učnega načrta.
time, the effort is worthwhile. Teachers can observe the Pri pouku se trudim vključevati različne metode in oblike dela,
enthusiasm with which students approach tasks, leading to more kar mi uporaba IKT zagotovo omogoča. Dnevno uporabljam že
izdelano interaktivno gradivo založb, včasih le preprosto Power
Point predstavitev, pogosto za učence pripravim zanimive Prav tako lahko oblikujemo skupino, npr. sodelavcev,
interaktivne kvize ali pa s spletnimi obrazci preverim njihovo učencev in z njimi delimo svoje izdelke. Deljene izdelke lahko
znanje. Kot učiteljica sem vedno v dilemi, v kolikšni meri je potem vsak poljubno uporabi, spreminja, preoblikuje, dodaja.
smiselno učence posedati za računalnike. Svoje končane projekte lahko prenesemo oz. shranimo v več
Kot o pomenu IKT pravi Rebernak, je uporaba le-te smiselna, vrstah datotek: pdf, jpg, png, mp4, gif, svg … Lahko pa
ko z njo dosežemo boljše rezultate pri učenju. [2] enostavno kopiramo spletno povezavo do izdelka in ga
Sama zelo rada posegam po tehnoloških novostih, zato se z predvajamo kar preko spleta.
veseljem izobražujem na tem področju. Prav tako rada Je orodje, ki zahteva registracijo, za katero potrebujete
raziskujem in preizkušam različna spletna orodja, s katerimi Facebook, Google ali MS račun.
učencem pouk naredim bolj nazoren, zanimiv in hkrati bolj Do nje lahko dostopate preko spletnega mesta canva.com,
motivacijsko spodbuden. Delo na področju tehnologije mi je v preko mobilne aplikacije ali aplikacije, ki jo naložite na
izziv, ki se ga vedno rada lotim in zato mi ni težko posvetiti računalnik. Deluje tako na Androidu kot iOS.
popoldnevov raziskovanju in preizkušanju novih IKT orodij. Brezplačna je le osnovna verzija, ki zadovolji le manj
Sama sem mnenja, da moramo učitelji iti ˝v korak s časom˝ zahtevne uporabnike. Neprofitne organizacije pa lahko zaprosijo
in mislim, da je nujno, da ves čas nadgrajujemo veščine za za brezplačno pro različico. Tako lahko tudi učitelji dobimo
učinkovito in predvsem varno rabo sodobne tehnologije. Učenci izobraževalno brezplačno različico, ki pa omogoča zares
se s pametnimi napravami srečajo že zelo zgodaj, vendar opažam, ogromno različnih predlog, clipartov, ozadij, pisav … Učitelji
da dela z njimi niso vešči, razen igranja igric. Rada jim pokažem, morajo le skrbnikom poslati dokazilo o delu v šoli (npr. potrdilo
na kakšen način te naprave še lahko uporabljajo in ob tem o diplomiranju, plačilno listo).
pridobivajo še nova znanja in veščine za delo z različnimi Zelo rada v Canvi izdelam tudi predstavitev za roditeljske
aplikacijami. sestanke. Pri sami predstavitvi lahko do njega dostopam tako, da
V prispevku bom predstavila, kako sem popestrila uro pouka ga izvozim tudi kot power pointovo predstavitev, v kolikor pa ne
z uporabo IKT. V Canvi sem izdelala dva interaktivna tematska želim zasedati prostora na računalniku, pa lahko do njega
lista za učence. Pri prvem sem oblikovala interaktivno igralno dostopam preko spletne povezave. Take predstavitve so izredno
polje, preko katerega so učenci ob koncu leta ponovili snov nazorne, barvite in privlačne na oko. Vsak drsnica je lahko
celega šolskega leta. Drugi interaktivni učni list je nastal ob unikatna.
slovenskem kulturnem prazniku.
2.2 Interaktivni učni list – utrjevanje snovi
2.1 Canva Predhodno sem pripravila igralno polje in ga v Canvi
Canva je brezplačno spletno orodje za grafično oblikovanje, spremenila v interaktivni list. Vsako polje sem opremila s sličico,
ki ima na enem mestu zbrano vse, od predlog, clipartov, pisav, ki namiguje, kateri tip naloge se skriva na posameznem polju. Za
slik, ilustracij… Je eden od najbolj enostavnih in praktičnih vsakim poljem učence čaka interaktivna naloga, do katere
programov za grafično oblikovanje; v njej lahko ustvarjate dostopajo preko hiperpovezave, s klikom na sliko.
praktično vse, od predstavitev, plakatov, miselnih vzorcev, učnih
listov letakov, v njej lahko tudi snemate in montirate
videoposnetke … Canva olajša delo in z njo prihranite čas. [3]
Sama pogosto izdelam razne plakate, ki so zelo estetski in jih
učenci radi pogledajo. Samo izdelovanje plakatov je v Canvi
izredno preprosto in nezamudno.
Slika 2. Igralno polje (VIR: lasten, zajem zaslonske slike)
Na plošči imajo napisana navodila za igranje, ki si jih prej
preberejo. Običajno jim navodil ne razlagam, saj želim, da se jih
Slika 1. Plakat o deževniku (VIR: lasten, zajem zaslonske naučijo natančno in z razumevanjem prebrati.
slike) Lahko se igrajo v paru ali pa se igra vsak sam. Igro učenci
igrajo podobno kot namizne igre, le da tukaj zavrtijo virtualno
V Canvi lahko uporabimo že vnaprej pripravljene predloge
igralno kocko in se pomaknejo za ustrezno število mest po
ali projekte oblikujemo po meri.
igralnem polju. Na vsakem polju jih čaka različna naloga iz
različnega področja. Vključila sem kvize, naloge razvrščanja,
povezovanja … Večji del nalog sem pripravila sama, nekatere
med njimi pa sem našla na spletu. Nekatera polja so namenjena Učenci so bili bistveno bolj motivirani za ogled posnetkov,
počivanju, nekatera pa gibalni nalogi, kot so npr. počepi, kot v primeru, da bi jim povezave do posnetkov le pripela v
poskoki ... Mislim, da je prav, da učencem med dejavnostmi dokument. Še dodatno motivacijo jim je predstavljal podatek, da
ponudimo tudi gibanje, saj le-to pripomore k večji zbranosti, jih ob koncu ogleda čaka še zabaven kviz, ki ga bodo uspešno
koncentraciji in boljšemu pomnjenju. rešili le, če bodo posnetke pozorno poslušali. Reševanje takih
Zanimivo je bilo opazovati učence, kako so bili veseli, če so kvizov so že poznali in so vedeli, da bodo svoje točke oz.
prišli na polje z gibalno nalogo. Ko je prvi učenec prišel na to uvrstitev lahko primerjali s sošolčevimi, saj se med reševanjem
polje, me je malo začudeno pogledal in vprašal, če mora opraviti prikazuje lestvica najboljših. Kviz sem zanje pripravila s
tudi to nalogo . programu Quizizz, ki je za uporabo brezplačen.
Naslednji interaktivni list je nastal za utrjevanje snovi ob Za bolj zabaven zaključek pa sem poskrbela še z virtualno
koncu šolskega leta, saj so na njem zbrane naloge iz vseh klaviaturo, preko katere so se učenci lahko preizkusili v igranju
predmetov, ki jih poučujem. Tako se preizkusijo iz glasbene Prešernove Zdravljice. Notni zapis Premrlove skladbe sem
umetnosti, matematike, slovenščine, naravoslovja in družbe. namreč opremila s črkami in učenci so himno igrali tako, da so
Nekatere spletne naloge sem jim pripravila v orodjih, kjer je sledili črkam in ustrezno pritiskali na tipke klaviature.
povezava do njih časovno omejena. Učenci do njih lahko
dostopajo le nekaj dni. Da ne pozabim ponovno aktivirati naloge,
mi Canva omogoča, da si ob učni list napišem opomnik, ki me
opozori, na katerih poljih moram posodobiti povezavo do naloge.
Slika 5. Virtualna klaviatura (VIR: lasten, zajem zaslonske
slike)
Slika 3. Primer opomnika (VIR: lasten, zajem zaslonske
slike)
2.3 Interaktivni učni list – slovenski kulturni
praznik
Drugi interaktivni tematski list je nastal pri pouku na daljavo,
in sicer za spoznavanje Prešernovega življenja. Učence je na prvi
strani čakalo navodilo, naj poiščejo vse fige, ki jih je Prešeren
skril po Ljubljani. Ko jo najdejo, morajo nanjo pritisniti ter
pogledati in poslušati posnetek, ki se skriva za njo.
Slika 6. Pomoč za igranje na klaviaturi (VIR: lasten, zajem
zaslonske slike)
Ta naloga se jim je zdela najbolj zabavna, saj so klavir lahko
igrali tudi tisti, ki sicer nanj ne znajo igrati. Nekaj učencev je
imelo pri tej nalogi težave, saj niso znali istočasno odpreti dveh
Slika 4. Skrite fige v Ljubljani (VIR: lasten, zajem zavihkov.
zaslonske slike)
Tak način dela je bolj primeren za domače delo oz. je 5 ZAKLJUČEK
potrebno delo s slušalkami, saj posnetki vključujejo zvok, pa tudi Interaktivni učni list z igralnim poljem so letos reševali v igranje na klavir v razredu ni mogoč brez uporabe slušalk. zadnjem tednu pouka. Običajno v tem obdobju le s težavo sledijo
pouku in rešujejo naloge v delovnem zvezku. Letos so z veseljem
3 ˝vrteli˝ kocko in pritiskali na polja z nalogami ter jih z veliko DELO V RAČUNALNIŠKI UČILNICI vnemo reševali. Z zanimanjem so gledali na sosednje Učencem sem povezavo do interaktivnega lista pripela v MS računalnike in opazovali, kakšne naloge rešujejo sošolci. Teams, kamor so vključeni vsi. MS Teams je brezplačno Prav veselje jih je bilo opazovati, kako so bili motivirani za dostopen vsem učencem, ki jim šola priskrbi AAI račun. To je delo in tudi koncentracija jim ni tako hitro padla. Prav nihče se račun, s katerim lahko vsak brezplačno dostopa do orodja Oblak ni pritoževal nad delom. Po prvi uri dela so se začudili, ko je 365 in si prav tako brezplačno, namesti Office 365. Učencem že zvonilo, saj se jim je zdelo, da je ura hitro minila. septembra v MS Teams ustvarim razredno spletno učilnico, ki jo Mislim, da je prav, da učitelji učencem ponudimo delo z potem uporabljamo celotno šolsko leto. Učenci so bili zato že interaktivnim gradivom, moramo pa najti pravo ravnovesje med vešči dela v njej. uporabo IKT in ostalih metod poučevanja. Za reševanje nalog so imeli učenci na voljo dve šolski uri.
Naloge smo reševali v šolski računalniški učilnici. Posamezne ZAHVALA
samostojno reševanje, spet drugi za delo v parih. Nekaj parov je naloge, ki jim jih pripravim v interaktivni obliki. Prav tako sem vesela, ker opazijo moj trud ter pohvalijo zanimivost nalog. Tako predčasno prišlo do cilja in so pričeli spet od začetka, saj je bilo je moj trud poplačan. bolj malo verjetno, da bodo ponovno prišli na ista polja kot v pri nekaterih pa nekaj manj časa. Nekateri so se odločili za V prvi vrsti bi se zahvalila učencem, ki z veseljem rešujejo naloge so različno dolge in učenci so pri nekaterih porabili več,
prvem poskusu. Zahvala gre tudi sodelavkam, ki vedno kritično ovrednotijo moje delo ter ga tudi z veseljem uporabijo v svojih razredih ter
naši knjižničarki Andreji za lektoriranje prispevka.
4 PREDNOSTI IN SLABOSTI
Pred pripravo vsakega interaktivnega gradiva razmislim o LITERATURA
prednostih in slabostih, ki jih bo tako delo prineslo, saj je prav, [1] Kocjančič Kuhar, V. 2016. Sodelovalno učenje pri utrjevanju matematike.
Murska Sobota. Dostopno na naslovu: https://www.zrss.si/kupm2016/wp-
da učencem ponudimo tako metodo poučevanje, od katere bodo content/uploads/sodelovalno-ucenje.pdf (1. 8. 2024)
odnesli največ znanja. [2] Rebernak, B. 2008. Pomen IKT in e-gradiv pri pouku v sodobni šoli,
Vzgoja in izobraževanje XXXIX (5): 91–93. Dostopno na naslovu (1. 8.
Prednosti takih interaktivnih učnih listov je zelo veliko. 2024)
Učenci so bistveno bolj motivirani za delo, prav tako se lažje [3] Šefman M. 2024. Postopek pridobitve brezplačne Canve Pro za neprofitne
skoncentrirajo na delo in je njihova koncentracija daljša kot sicer. organizacije: primer Mestne knjižnice Ljubljana. Dostopno na naslovu:
https://knjiznicarske-novice.si/postopek-pridobitve-brezplacne-canve-
Ni jim težko celo šolsko uro reševati interaktivne naloge in celo pro-za-neprofitne-organizacije-primer-mestne-knjiznice-ljubljana/ (12. 7.
prosijo, če jih lahko rešujejo še doma. Take naloge na razredni 2024)
[4] Tišler, T., Černilec B., Vehovec M., Korošec, D., Brezovar, D. in
stopnji radi pokažejo tudi staršem. Pungartnik, S. 2006. Vodenje za spodbujanje informacijsko-
informacije o svojem delu oz. znanju, saj jim programi, s Učenci pri takem delu običajno dobijo takojšne povratne komunikacijske tehnologije na šolah. Ljubljana. Dostopno na naslovu: https://www.solazaravnatelje.si/ISBN/961-6637-04-5.pdf (22. 7. 2024)
katerimi sem izdelala interaktivne naloge, dajo takojšnje
informacije o pravilnosti rešitev. Prav se mi zdi, da učenci dobijo
takojšnje informacije o svojem znanju oz. rešitvah, saj se le tako
zavedajo pomanjkljivosti svojega znanja in napake lahko
popravijo.
Če načrtujem delo v paru oz. skupinsko delo, pri učencih na
tak način spodbujam sodelovalno učenje. To je vzgojno-
izobraževalna strategija, pri kateri delajo udeleženci v majhnih
skupinah. Poudarek je na delo v heterogenih skupinah.
Skupinsko delo temelji na njihovi medsebojni soodvisnosti in
odgovornosti. Pomembno je, da vsak član skupine sodeluje in da
vsak doda svoj prispevek k skupni nalogi. Pri takem učenju se
sodelujoči neposredno učijo tudi socialnih vešči. [1]
Pri takem delu nam ni potrebno tiskati učnih gradiv in s tem
delujemo tudi ekološko, saj ne trošimo papirja.
Slabost takega načrtovanja pouka je zagotovo možnost, da
tehnologija zataji, zato je prav, da naredimo rezervni plan.
Pri nekaterih vrstah interaktivnih nalog učitelj ne more
preveriti, kako uspešni so bili učenci pri reševanju.
Prav tako je priprava na tak pouk za učitelja zahtevnejša in
učitelj porabi več časa za pripravo na pouk.
Do rešitve avtentičnih problemov z matematiko in
informatiko
To the Solution of Authentic Problems with Mathematics and
Informatics
Nastja Lasič Andreja Kramar
Gimnazija Šentvid Gimnazija Šentvid
Prušnikova 98, Ljubljana, Slovenija Prušnikova 98, Ljubljana, Slovenija
nastja.lasic@sentvid.org andreja.kramar@sentvid.org
povezovanju. Pri matematiki so našteti tudi konkretni predlogi, a
POVZETEK je izvedba neobvezna in prepuščena učitelju. Posledično dijaki
V članku je predstavljena medpredmetna povezava bolj ali manj uspešno pridobivajo znanja in veščine ločeno po
matematike in informatike z namenom, da dijaki ob reševanju učnih predmetih in jih slabo prenašajo iz ene učne situacije v
avtentičnih nalog prenesejo znanja iz enega učnega področja na drugo. Ravno prenosljivost znanja pa je ključna pot k
drugega in obratno. Zanimalo nas je tudi, če taka oblika dela poglobljenemu razumevanju.
poveča zanimanje za računalništvo oziroma matematiko. Naloge Avtorji članka smo želeli z načrtovano aktivnostjo omogočiti,
so bile namenjene dijakom prvega letnika gimnazije in sodijo v da dijaki v avtentični situaciji prenesejo znanje iz matematike v
poglavje o naravnih številih. Dijaki so opazovali vzorce, informatiko in obratno. Naloge, ki smo jih reševali, je sicer
utemeljevali svoje ugotovitve, zapisovali korake algoritmov in možno reševati le pri matematiki oz. le pri informatiki, a bi bilo
programirali z delčki. Pred in po aktivnosti so izpolnili anketo, ki škoda izpustiti priložnost za povezovanje. Družba se digitalizira
meri zastavljene cilje. V članku so predstavljeni tudi rezultati na vseh področjih in pričakovati je, da bo računalniško mišljenje
ankete. postalo del vsakega področja znanosti in večjega dela bodočih
poklicev [3]. Zato je spajanje računalniškega mišljenja z
KLJUČNE BESEDE matematiko nujno, hkrati pa je matematika na srednješolskem nivoju bazen vsebin za učenje informatike. Žal pogrešamo več Vzorci, računalniško razmišljanje, psevdo koda, algoritem, primerov gradiv, kjer bi bilo to spajanje računalniškega in programiranje z delčki matematičnega mišljenja izvedeno na smiseln način. Projekt
ABSTRACT izvedbo tovrstne povezave. NAPOJ MINUT [5] pa je ponudil pravo okolje in motivacijo za
The article presents the interdisciplinary connection between Zanimalo nas je tudi, če tak način dela pri dijakih poveča
mathematics and computer science, with the aim of encouraging zanimanje za matematiko oziroma informatiko, posledično pa
students to transfer knowledge from one subject area to the other tudi za predmete MINUT - M(atematika) I(nformatika)
and vice versa while solving authentic tasks. We were also N(aravoslovje) U(metnost) T(ehnologija). interested in whether this form of work increases interest in
computer science or mathematics. The tasks were intended for
first-year high school students and are related to the topic of 2 OPIS PROBLEMA IN NAČRTOVANA
natural numbers. The students observed patterns, justified their AKTIVNOST findings, recorded algorithm steps, and programmed using
Za dijake smo pripravili nalogo iz teme večkratniki in delitelji
blocks. Before and after the activity, they completed a survey
z dvema razširitvama, ki odpirata številna dodatna vprašanja za
designed to measure the set goals. The article also presents the
dijaka.
survey results.
Osnovna naloga: Hana na poti do šole preskakuje ploščice.
KEYWORDS Vsakič jih preskoči enako število. Pot je podana v obliki spirale
(Slika1). Zanima nas, na katere je stopila in koliko ploščic ostane
Patterns, computational thinking, pseudo code, algorithem, ob koncu poti. Zato bi radi sestavili program, ki pobarva ploščice,
block-based programming na katere stopi Hana. Radi bi, da dijak ob nalogi razmišlja tudi o
naslednjih vprašanjih: koliko je vseh ploščic, kako zapišemo
1 zaporedne večkratnike, kako zapišemo števila med sosednjima UVOD
večkratnikoma, kaj predstavlja zadnje število,
Slovenski izobraževalni sistem temelji na pridobivanju znanj Druga naloga je izpeljanka prve. Hana gre večkrat po poti do
in veščin po posameznih področjih in v naprej definiranem šole in preskakuje ploščice. Na posamezni poti vedno preskakuje
obsegu. Prenovljeni učni načrti [1] vključujejo tudi didaktična enako ploščic, a število teh se med posameznimi potmi lahko
priporočila o uporabi učne tehnologije in medpredmetnem
razlikuje. Dijak naj pri barvanju posamezne poti uporabi različne 3.1 Izvedba v razredu
barve in pojasni značilnost ploščic, na katere Hana stopi večkrat. Avtorici članka sva aktivnosti izvedli dvakrat, vsakokrat s
približno 14 dijaki prvega letnika gimnazije. Večino časa sva bili
v učilnici prisotni obe in s številnimi vprašanji in namigi
usmerjali dijake, ki so delali v parih. Eno uro smo bili v običajni
učilnici, ostale ure pa v računalnici.
Dijaki so naloge reševali zavzeto, a so bile razlike v
uspešnosti kar velike. Prve težave so nastopile pri besednem
opisu, kako se Hana premika in kako se barvajo ploščice.
Nekateri so mislili, da Hana preskakuje k ploščic, drugi pa, da bo
stopila na vsako k-to ploščico. Vmesni del besednega opisa
(psevdo kode), kjer se nekaj ponavlja, so dijaki opisali dobro,
težje pa je bilo zapisati začetni in zaključni del poti. Približno
polovica dijakov je bila v programiranju z delčki uspešna, našli
so različne rešitve, ki smo jih prikazali na tabli in pokomentirali.
V nadaljevanje sta dve od rešitev (Slika 2 in Slika 3).
Slika 1: Pot od doma do šole, naloga v okolju Pišek
Tretja naloga je izpeljana iz druge: Pot do šole je tokrat
prikazana z ravnim trakom, na ploščicah pa je na začetku oznaka
0. Če Hana stopi na ploščico, se 0 spremeni v 1 in obratno,
oznaka na ploščici 1 se spremeni v 0. Dijak mora ugotoviti,
kakšni vzorčki nastanejo, če gre Hana večkrat do šole in pri tem
preskakuje vsakokrat drugačno število ploščic. Zanima nas tudi,
katera oznaka je ob koncu zapisana na k-ti ploščici.
2.1 Predznanje
Za uspešno reševanje morajo dijaki poznati pojme večkratnik,
delitelj in ostanek pri deljenju, ter zvezo med njimi. Poznajo naj
tudi osnove iz programiranja: zaporedje ukazov, spremenljivka,
vejitev, zanka. Prav tako je dobrodošlo, če se že prej seznanijo s
programiranjem v okolju Pišek, saj sta tam v ta namen bili
ustvarjeni dve nalogi [4].
2.2 Načrt za izvedbo
Aktivnost je zasnovana za izvedbo v treh etapah, skupaj
okvirno 5 šolskih ur. Prvi dve uri dijakom predstavimo delo, jih Slika 2: Ena izmed rešitev v Pišku
seznanimo z osnovno nalogo, ki jo rešijo na učnem listu in
zapišejo ugotovitve. Nato z besedami zapišejo postopek barvanja
ploščic (zapis psevdo kode) in se potem lotijo iste naloge v Pišku.
Na koncu svojo rešitev tudi testirajo. Delajo lahko samostojno ali
v parih.
Naslednja ura je namenjena reševanju druge naloge v Pišku,
ko gre Hana dvakrat do šole. Dijak s pridobljenimi izkušnjami
sestavi programček za barvanje ploščic in ga testira.
Zadnji dve uri sta namenjeni prikazu različnih rešitev in
pogovoru, potem pa sledi reševanje tretje naloge. Dijakom
pojasnimo, da je pot do šole tokrat predstavljena drugače in da
bomo namesto barv uporabljali ničle in enke. Dijaki dobijo učni
list z navodili in vprašanji. Na koncu dijaki poročajo o
ugotovitvah in jih argumentirajo. Celotno aktivnost na koncu
povzame še učitelj.
3 REZULTATI
V tem poglavju bomo na kratko predstavili, kako je potekala
Slika 3: Še ena rešitev v Pišku
izvedba v razredu in primerjali odgovore anket, ki smo ju izvedli
pred in po izvedeni aktivnosti z vsemi dijaki.
Z vsako skupino smo naslednjič reševali drugo nalogo in Ugotovili smo, da se je zanimanje za oba predmeta povečalo,
dijaki so bili precej bolj samostojni, več jih je prišlo na cilj. čeprav se jim oba še vedno zdita težka. Eno od vprašanj v anketi
Tretji del smo izvedli čez en teden skupaj z obema skupinama je spraševalo o odnosu do MINUT predmetov. V zaključni anketi
in imeli ob začetku kar nekaj težav s pojasnjevanjem pravila o je 12% dijakov zapisalo, da je njihov odnos do teh predmetov
zapisu z 0 in 1. Dijaki so dobili učni list s potjo dolžine 35, ki jo bolj pozitiven kot pred to aktivnostjo, kar je obetajoč rezultat.
Hana prehodi štirikrat in vsakokrat preskakuje drugačno število Vprašali smo jih tudi, če si v prihodnje še želijo takega
ploščic. Dijaki so ob vsakem potovanju zapisali spremembe na medpredmetnega povezovanja. V tabeli 3 so njihovi odgovori v
ploščicah in prišli do končnega zaporedja (slika 4). Mnogi so odstotkih, na sliki 5 pa še grafična primerjava istih odgovorov.
imeli težave, zaradi nezbranosti so se precej motili in na koncu
seveda zaporedja niso mogli komentirati.
Tabela 3: Ali si takih aktivnosti (še) želiš?
Prej (%) Potem (%)
Da, čim večkrat. 4 13
Da, občasno. 64 58
Raje ne. 32 21
Slika 4: Štirikrat na poti do šole, izdelek dijaka Nikakor ne. 0 8
Polovica dijakov je zapisala pravilno zaporedje, le peščica pa
je znala tudi napovedati in pojasniti, katero število se pojavi na
k-tem mestu. Nihče od dijakov se te naloge ni lotil z Da, čim večkrat.
računalnikom, morda zaradi premalo časa. Da, občasno.
Raje ne.
3.2 Rezultati ankete
Nikakor ne.
Ob začetku in koncu smo dijake anketirali in jih spraševali po
zanimivosti predmeta (matematika, informatika), reševali pa so 0 20 40 60 80
tudi naloge, ki preverjajo razumevanje navodil in zapisov za
premikanje od začetne do končne točke v mreži in iskanje ter prej potem
štetje poti v tej mreži. V začetni anketi je sodelovalo 29 dijakov,
naloge rešili pravilno. Slika 5: Primerjava odgovorov začetne in končne ankete v končni pa 26. V tabeli 1 so zabeleženi odstotki dijakov, ki so
Iz odgovorov lahko sklepamo, da se je zanimanje za tako
Tabela 1: Uspešnost dijakov pri nalogah v anketi povezovanje razslojilo. Povečalo se je število dijakov, ki si to še
želijo, prav tako pa se je povečalo število dijakov, ki tega v
Tip naloge prihodnje nikakor ne želijo. Izvedena medpredmetna povezava Prej (%) Potem (%)
Preštevanje poti jim je nekoliko odprla oči in so ugotovili, kaj jih veseli. 67 58
Zapis poti Zaključna misel enega od dijakov: »Med predmeti MINUT 38 57
imam rada matematiko in naravoslovje, kar se ni spremenilo.
Ugotovili smo, da so dijaki močno napredovali v Čeprav mi programiranje ni najbolj pri srcu, se je moje mnenje
razumevanju zapisov poti. Domnevamo, da je prišlo do rahlo izboljšalo. Če se taki predmeti povezujejo z mojimi
učinkovitega povezovanja (prenosa) znanj iz matematike in najljubšimi predmeti, jih imam malo raje in zanje pokažem večje
informatike, saj je bila naša aktivnost povezana s premikanjem v zanimanje. Izkušnja je bila pozitivna.«
mreži. V tabeli 2 je primerjava odgovorov na vprašanja o
matematiki (MAT) in informatiki (RAČ) kot učnih predmetih. 4 ZAKLJUČEK Naveden je odstotek dijakov, ki se strinjajo ali delno strinjajo z
zapisano trditvijo. Ostali dve možnosti sta bili ‘se ne strinjam’ in Reševanje avtentičnih nalog s povezovanjem dveh ali več
‘se ne znam odločiti’. učnih področij dijakom omogoča, da prepletejo znanja in jih
poglobijo. S tem se brišejo meje med učnimi predmeti, in dijaki
lahko iščejo rešitve na širšem območju, to omogoči globlji
Tabela 2: Strinjanje dijakov s trditvami v anketi vpogled. Tudi delo v parih se je izkazalo za dobrodošlo. Dijaki
so bili manj prestrašeni in bolj svobodno iskali rešitve, se
Trditev Prej (%) Potem (%) dopolnjevali, prepričevali, argumentirali in skupaj prišli do
RAČ je težko. 93 96 boljših rešitev. Avtorici članka meniva, da se pri aktivnosti niso
RAČ me veseli. 46 52 dolgočasili, ankete pa so potrdile, da se je okrepilo zanimanje za
Rad bi več RAČ. 25 32 predmete MINUT.
MAT je težka. 89 72
MAT me veseli. 74 80 Ta članek je nastal v okviru projekta MINUT NAPOJ I [5].
Rad bi več MAT. 37 52
REFERENCE
[1] Novi učni načrti: https://dun.zrss.augmentech.si/#/
[2] Weintrop, D., Beheshti, E., Horn, M. et al. Defining Computational
Thinking for Mathematics and Science Classrooms. J Sci Educ Technol
25, 127–147 (2016). https://doi.org/10.1007/s10956-015-9581-5
[3] Portal Pisek (pisek.acm.si) Naloga Hana hodi v šolo
(https://pisek.acm.si/contents/4907-319805995281415931-
146393949319149838-680361037148430359-1872704963165371564/ )
[4] Skupnost učiteljev Napoj https://napoj.si/ Projekt MINUT NAPOJ I
Uporaba digitalnih kompetenc v vzgojno izobraževalnem
zavodu
Use of Digital Competencies in Educational Institutions
Stanislava Letonja
OŠ Dušana Flisa Hoče, Hoče
Slovenia
stanislava.letonja@os-hoce.si
Učenci morajo pridobiti veščine za učenje problemskih ter
POVZETEK procesnih znanj tudi z uporabo digitalne tehnologije. Najprej jih
V zadnjih letih se je potrebno hitro in učinkovito prilagoditi je potrebno seznaniti z novimi oz. drugačnimi pristopi za uspešno
na nove izzive, ki nam jih narekuje življenje. Učitelje in učence reševanje problemov iz realnega sveta. Ob tem nas ne sme biti
je potrebno usposobiti, opolnomočiti z znanji, ki so v sodobnem strah uporabljati UI oz. ChatGPT. Pri reševanju problemov se
času še kako pomembna. V učni proces vključujemo učenci učijo povezovati znanje znotraj matematike in tudi širše
raziskovanje, opazovanje ter sklepanje. Za sodobnejše načine (interdisciplinarno). Naučijo se postavljati ključna raziskovalna
poučevanja, je potrebno pridobiti tudi ustrezna znanja, ki jih vprašanja, ki izhajajo iz življenjskih situacij in poskusiti z
lahko nato suvereno predajamo naprej. Na različnih usvojenim znanjem rešiti zastavljene naloge.
usposabljanjih, ki smo se jih udeležili, smo usvajali nova znanja V okviru medpredmetnega povezovanja naj učenci
za vpeljavo različnih oblik digitalnega izobraževanja. Dosedanje uporabljajo informacijsko-komunikacijsko tehnologijo (UN -
pridobljene ter usvojene digitalne kompetence smo še nadgradili. matematika, 2011).
Pri posameznih poglavjih v učnem procesu pri pouku Na strokovnih srečanjih ter usposabljanjih smo učitelji
matematike poskušamo prenašati digitalne kompetence tudi med pridobili znanja, le-ta pa lahko z novimi izzivi ter idejami
učence. Z novimi, drugačnimi načini poučevanja lahko v učnem koristno uporabimo v praksi.
okolju dosežemo večjo motiviranost in zanimanje za nekoliko
drugačne izzive. 2 PRIMER DOBRE PRAKSE
KLJUČNE BESEDE Aktivnosti, ki se navezujejo na učno vsebino o večkotnikih,
Digitalne kompetence, načini poučevanja smo preizkusili z uporabo programskega jezika Python in
Scratcha. Predstavljeno aktivnost smo vključili kot nadgradnjo
ABSTRACT osvojenih znanj pri matematiki. Digitalne kompetence, ki jih pri
In recent years, we have had to adapt quickly and effectively matematiko na nekoliko drugačen način. Spoznali so lahko, da tem predstavljamo ter razvijamo, učencem omogoča spoznavati
to the new challenges that life dictates to us. Teachers and se matematika ter programiranje medsebojno prepletata. Brez
students need to be trained and empowered with skills that are znanja matematike tudi ni uspeha pri programiranju ter obratno.
still very important in modern times. The learning process Na koncu poglavja večkotnikov smo se odločili, da poskusimo
involves research, observation and reasoning. For more modern osvojene cilje utrditi ter preveriti na drugačen način. Predhodno
methods of teaching, it is also necessary to acquire relevant je bilo potrebno ponoviti o kotih v večkotnikih, velikosti enega
knowledge, which can be confidently passed on. In the varios notranjega kota v pravilnem n-kotniku, o številu diagonal iz
trainings we attended, we acquired new skills for the introduction enega oglišča, o številu vseh diagonal,... Seznanili smo jih s
skills so far. In the individual chapters of the learning process in posameznih primerih so se spoznali Python ter ob tem razvijali the teaching of mathematics, we try to transfer digital digitalne kompetence. Za učence smo pripravili gradivo, ki so ga of various forms of digital education. We have developed digital programskim jezikom Python, saj ga niso poznali. Ob
teaching, we can achieve greater motivation and interest in zapisali napačno codo v Pythonu. Želeli smo, da učenci sami slightly differnet challenges in the learninig environment. ugotovijo napako in jo poskušajo odpraviti oz. popraviti. Vedno competences among the students. With new, different ways of reševali (slika 1). Namerno smo pri nekaterih nalogah v gradivu
KEY WORDS in poiskati je potrebo napako ter pot, da zadevo rešimo. Prav v življenju ne gre kot po maslu, vmes se kdaj pa kdaj tudi zatakne
Digital skills, teaching methods veseli smo bili njihovega razmišljanja, saj znajo usvojeno znanje
med seboj povezovati (matematiko in programiranje).
1 UVOD
Slika 1. Primer naloge na učnem listu- Python.
Slika 3. Primer naloge na učnem listu- Scratch
Najprej so pripravljeno gradivo reševali na list s pomočjo
svinčnika, nato pa še z uporabo IKT tehnologije. Tako so učenci
lahko spoznali, kako nam računalnik lahko pomaga pri 3 ZAKLJUČEK
vsakdanjih nekoliko drugačnih težjih nalogah. V programskem Učence bomo seznanili z možnostmi reševanja problemov z
jeziku Python smo zapisali codo, po kateri je potem računalnik uporabo informacijsko-komunikacijske tehnologije. Na ta način
hitro izpisal rešitev. Vstavljali smo podatke za različne n-kotnike bodo pridobili tudi digitalne kompetence. Poskusili jih bomo
in računalniška tehnologija nam je v nekaj sekundah podala oz. naučiti spopasti se z izzivi, problemi na primerih iz vsakdanjega
izračunala velikost enega notranjega kota, vsoto vseh kotov, življenja. Ob predstavljenih primerih so spoznali, da digitalna
število diagonal, … tehnologija lahko tudi pripomore k hitrejšemu učenju in
V drugem delu smo se lotili še načrtovanja pravilnih usvajanju zastavljenih ciljev na drugačen način. V naslednjih
večkotnikov. Učenci so na list s pomočjo svinčnika, ravnila in letih bomo poskusili pri delu v razredu ponuditi tudi tablice, tako
šestila narisali pravilne večkotnike na dva načina ( podana da bi izdelki lahko nastajali in bi se znanje postopoma
dolžina stranice in izračunan pripadajoči notranji kot, polmer nadgrajevalo. Ugotovili smo, da vsak učenec lahko osvaja cilje v
očrtane krožnice in izračunana velikost središčnega kota) (slika svojem tempu. Učenci bi svoje osvojene digitalne veščine lahko
2). dopolnjevali ter preiskovali tudi druge načine. Zavedati se
moramo, da so takšne možnosti pridobivanja znanj izvedljive
tudi pri mlajših učencih. Na usposabljanjih smo bili mnenja, da
bi morali učencem omogočiti, da bi si pridobili ter razvijali
digitalne kompetence. V osnovni šoli bi naj vsi učenci opravili
plavalni tečaj in kolesarski izpit. Naša prizadevanja bodo
obrodila rezultate, v kolikor bomo na vseh stopnjah VIZ dela in
v različnih predmetnih področjih poskušali vnašati drugačne
oblike ter metode dela za ustrezno pridobivanje ter izboljšanje
usvojenih digitalnih kompetenc.
Slika 2. Primer naloge na učnem listu. VIRI
Rešene naloge, ki so jih predhodno narisali, smo potem [1] Gradivo s seminarja: S programiranjem v matematiko, Ljubljana, 2024
[2] https://www.gov.si/podrocja/izobrazevanje-znanost-in-
preverili še z uporabo Scratcha (Slika 3). Nekateri učenci so ga sport/osnovnosolsko-izobrazevanje/, 19. 7. 2024
že poznali, nekateri pa ne. Ponovno smo še enkrat predstavili ter [3] https://www.zrss.si/digitalna-bralnica/smernice-za-uporabo-digitalne- tehnologije/ , 19. 7. 2024 pojasnili, kako zapisati ustrezen program, ki nam pravilen
večkotnik tudi izriše. Ob tem so spoznavali različne ukaze, zanke Slike: lasten arhiv
in povezali znanje matematike ter programiranja. Računalniška
tehnologija nam omogoča, da zapisan program v Scratchu tudi
takoj preverimo, če nam izriše to, kar bi si želeli. Morebitne
napake sproti dopolnjujemo, popravljamo in ponovno preverimo
delovanje. Podana nam je takojšnja povratna informacija.
Učna analitika med visokošolskimi učitelji:
preliminarni rezultati
Learning Analytics among Higher Education Teachers:
Preliminary Findings
Marjeta Marolt Danijela Jakšić
Anja Žnidaršič Vanja Slavuj
Univerza v Mariboru, Fakulteta za Sveučilište u Rijeci, Fakultet informatike i
organizacijske vede digitalnih tehnologija
Kranj, Slovenia Rijeka, Croatia
marjeta.marolt@um.si danijela.jaksic@inf.uniri.hr
anja.znidarsic@um.si vslavuj@uniri.hr
POVZETEK
Uporaba učne analitike ima velik potencial za doseganje 1 UVOD
boljših študijskih dosežkov, spodbujanje nadaljevanja študija ter Dostop in uporaba digitalne tehnologije pušča velike
izboljšanje prakse učenja in poučevanja, vendar je ta potencial še podatkovne sledi. Trženjska industrija izkorišča podatke za
vedno dokaj neizkoriščen. Medtem ko je objavljenih veliko napovedovanje zanimanja kupcev za prihodnje izdelke, Netflix
raziskav o razvoju vizualizacij, nadzornih plošč in napovednih predlaga filme glede na naše priljubljene žanre, Amazon pa
modelov, pa je bilo le malo raziskav o dejanski uporabi učne poskuša napovedati vrste knjig, ki bi si jih lahko želeli. Potencial
analitike med visokošolskimi učitelji, o dejavnikih, ki vplivajo podatkovne analitike je pritegnil akademsko sfero, da izkorišča
na njeno uporabo in prednostih, ki jih pri uporabi zaznavajo. Ta podate in se poslužuje podobnih pristopov. Študije, ki so
kvantitativna študija predstavlja preliminarne rezultate 40 proučevale pristope učne analitike v visokem šolstvu, kažejo
visokošolskih učiteljev na Univerzi v Mariboru in Univerzi v pozitivne rezultate pri ugotavljanju potreb študentov,
Rijeki. izboljševanju učnih rezultatov in podpore nadaljevanju študija
[1], [2], [3], [4]. Z uporabo učne analitike na ravni predmeta
KLJUČNE BESEDE lahko visokošolski učitelji in sodelavci pridobijo vpogled v učno
Učna analitika, univerza, visokošolski učitelji in sodelavci, vedenje študentov na podlagi vzorcev, ki jih najdejo v podatkih,
uporaba, dejavniki, prednosti in se tako lažje odločajo o potrebnih ukrepih. Zdi se, da je stališče,
da lahko učna analitika izboljša izobraževanje, splošno sprejeto.
ABSTRACT Izraz učna analitika uporabljamo v skladu s splošno sprejeto
opredelitvijo, ki jo je na 1. mednarodni konferenci o učni
The use of learning analytics has great potential to improve analitiki in znanju podalo Društvo za raziskovanje učne analitike
student achievement, encourage further study and improve (SoLAR) in na katero se sklicujeta Long in Siemens [5, p. 34]:
learning and teaching practice, but this potential is still largely "Učna analitika je merjenje, zbiranje, analiza in poročanje o
unexploited. While much research has been published on the podatkih o učencih in njihovih kontekstih za namene
development of visualisations, dashboards and predictive models, razumevanja in optimizacije učenja in okolja, v katerem poteka."
analytics among higher education teachers, the factors that deskriptivna in diagnostična učna analitika, ki se osredotoča na influence its use and the perceived benefits of using it. This analizo preteklih podatkov, druga pa napovedna in predpisovalna there has been little research on the actual use of learning V grobem ločimo dve podskupini učne analitike. Prva je
education teachers at the University of Maribor and the pomaga pri odločanju o potrebnih ukrepih [6]. University of Rijeka. Kljub temu, da nekatere univerze, npr. The Open University quantitative study presents preliminary results from 40 higher učna analitika, ki napoveduje vedenje in/ali rezultate učencev ter
KEYWORDS ne izkoriščajo popolnoma [7]. Kritiki menijo, da je učna analitika UK, veliko vlagajo v učno analitiko, njenega potenciala še vedno
Learning analytics, university, higher education teachers and le orodje, ki pomaga pri nenehni digitalizaciji visokega šolstva in
associates, use, factors, benefits da je pri vpeljavi učne analitike potrebno upoštevati človeški
faktor, saj se rezultati pojavijo zaradi interakcije orodij z
različnimi deležniki, kot so študenti, učitelji in managerji [7], [8].
Ta študija se osredotoča na visokošolske učitelje in sodelavce in
njihovo uporabo učne analitike. S pomočjo kvantitativne
raziskave želimo ugotoviti, kako visokošolski učitelji in usmerjeno analizo z uporabo z zaznavanjem vzorcev delovanja
sodelavci uporabljajo učno analitiko, s katerimi izzivi se pri tem in analizo zaporedja ter (3) analizo vsebine z uporabo rudarjenja
soočajo in katere prednosti uporabe zaznavajo. V prispevku so besedila ali drugih tehnik za analizo artefaktov, ki jih je ustvaril
predstavljeni preliminarni rezultati. študent. Področja prekrivanja med pristopi so še posebej
pomembna za nove sinergije uporabe. Ker take analize zahtevajo
naprednejša analitična znanja, se v praksi za uporabnike razvijejo
2 PREGLED PODROČJA nadzorne plošče z omenjenimi analizami, ki jim pomagajo
V preddigitalni dobi se podatki v izobraževanju niso veliko prepoznati specifične učne težave. Pri tem je potrebno
uporabljali, tehnologija učnih sistemov pa se je razvijala na izpostaviti, da taka praksa ni pogosta.
behavioristični osnovi. Čeprav se morda zdi, da behavioristična
filozofija ni povezana z učno analitiko, je Rodriguez [9] poudaril,
da obsežen model spletnega izobraževanja - MOOC, kot so
Udacity, EdX in Coursera, temelji na behaviorističnem pristopu,
saj prevzema tradicionalne učne metode, kot sta učenje z Vsebinsko usmerjena analiza Procesno usmerjena analiza
obvladovanjem in utrjevanje konceptov z interaktivnimi vajami. Na podlagi artefaktov, ki Na podlagi dnevnikov
Uporaba vidnih in merljivih učnih ciljev zagotavlja, da je jih ustvarijo študenti dejavnosti.
(npr. besedila). Analiza zaporedja
mogoče določene ravni učenja izmeriti in celo oceniti s strojem, Uporabljajo se tehnike (npr. procesno
kot je računalnik [10]. rudarjenja besedil. rudarjenje).
Pedagoške raziskave razlikujejo ocenjevanje in vrednotenje
predmetov. Formativno vrednotenje se uporablja za izboljšanje
učnega izdelka, ko je ta še v fazi razvoja, medtem ko se
sumativno vrednotenje uporablja za oceno učinkovitosti končne
različice izdelka. Najprej so se zbirali le kvantitativni podatki, Analiza socialnih omrežij
kasneje tudi kvalitativni in sicer se je preučevalo vedenje Na podlagi socialnih odnosov ali odnosov
med akterji in artefakti.
učencev iz opazovanj, uporabljaje so se rubrike ali kontrolni Meri se centralnost in kohezivnost
seznami. Ocenjevanje in vrednotenje predmetov imata danes še skupin.
vedno ključno vlogo v izobraževanju. Raziskovalci iščejo načine
uporabe vseh vrst povezanih podatkov za izboljšanje poučevanja
in učenja.
Čeprav se je digitalne tehnologija v izobraževanju začela
uporabljati že v začetku prejšnjega stoletja, se je uporaba Slika 1: Trojica metodoloških pristopov v učni analitiki po
spletnega izobraževanja razširila šele v devetdesetih letih [12]
prejšnjega stoletja [10]. Pojav sistemov za upravljanje učenja je
zagotovil platforme z veliko različnimi kanali in delovnimi
prostori, preko katerih lahko udeleženci komunicirajo in 3 METODOLOŠKI PRISTOP
izmenjujejo informacije v okviru predmeta. Učitelji lahko delijo Ker smo želeli raziskati dejansko uporabo učne analitike med
svoja predavanja, pripravljajo naloge in izpite ter vključujejo visokošolskimi učitelji, dejavnike, ki vplivajo na njeno uporabo
študente v spletne razprave, ki omogočajo sodelovalno učenje in prednosti, ki jih pri uporabi zaznavajo. Na podlagi pregleda
itd. Razmah spletnega učenja, zlasti uporaba sistemov za literature smo ugotovili, da nekatere obstoječe raziskave
upravljanje učenja, omogoča priročen način zbiranja in beleženja uporabljajo različne teoretične modele, kot so Model
velikih količin podatkov o učenju študentov. Podatki, ki jih sprejemanja tehnologije (TAM) (Davis, 1989) in Univerzalna
ustvarja sistem, vključujejo sledove interakcije učencev s spletno teorija sprejemanja in uporabe tehnologije (UTAUT) [13] ter
učno platformo. Te sledi podatkov povezujejo akterje (predvsem modeli sprejemanja, razviti za področje izobraževanja, kot je
študente in visokošolske učitelje in sodelavce) in vsebino Model sprejemanja, ki temelji na pomislekih (CBAM). Pri
predmeta (npr. videoposnetke, spletne strani, kvize, spletne razvoju vprašalnika smo izhajali UTAUT, ker se je izkazal, da
razprave) z interakcijskim vedenjem (npr. pregledovanje, najbolje pokriva dejavnike, ki so bili najpogosteje omenjeni v
odgovarjanje, klikanje). Beleženje postane samodejen proces, relevantni literaturi. Model smo prilagodili in razširili tako, da
kar je nujen pogoj za razvoj učne analitike. smo lahko bolj natančno merili uporabo učne analitike in
Čeprav univerze že nekaj let v veliki meri uporabljajo sisteme prednosti njene uporabe. Uporabili smo 5-stopenjsko lestvico
za upravljanje učenja, ustvarjanje in posredovanje vsebine Likertovega tipa. Vprašalnik smo pripravili v 1ki. Spremno
študentom še vedno v veliki meri temelji na intuiciji visokošolski pismo s povezavo smo konec junija poslali prodekanom za
učiteljev in sodelavcev. Ker sistemi za upravljanje učenja izobraževalno dejavnost vseh fakultet na Univerzi v Mariboru in
večinoma ponujajo je osnovne analize, je potrebna dodatna Univerzi v Rijeki, s prošnjo, da naše elektronsko sporočilo
analiza podatkov, da bi v celoti izkoristili razpoložljive podatke posredujejo naprej vsem visokošolskim učiteljem in sodelavcem
in jih uporabili za izboljšanje prakse poučevanja in učenja. Tu so na njihovi fakulteti. Zaradi slabšega odziva, podatke še vedno
v ospredju predvsem analiza družbenih omrežij, analiza čustev, zbiramo. Za namen tega prispevka smo podatke izvozili in jih
analiza vpliva in napovedovanje uspeha študentov [11]. Hoppe analizirali s pomočjo programa Microsoft Excel.
[12] predlaga trojico metodoloških pristopov v učni analitiki
(slika 1), ki vključuje: (1) analizo socialnega omrežja, vključno
z analizo odnosov med akterji ter akterji in artefakti, (2) procesno
4 REZULTATI
V raziskavi je sodelovalo 54 visokošolskih učiteljev in
sodelavcev, od tega jih je 40 vprašalnik v celoti izpolnilo. Samo Podatke zbiram prek sistemov
te smo uporabili za našo analizo. Z Univerze v Mariboru so 16% 23% 21% 35% 6% za upravljanje učenja (npr.
oddaja nalog, kviz, interakcija
vprašalnik izpolnili visokošolski učitelji in sodelavci osmih na forumu).
fakultet, z Univerze v Rijeki so vprašalnik izpolnili visokošolski
učitelji in sodelavci štirih fakultet. Največji delež respondentov Podatke zbiram z uporabo
ima akademski naziv redni profesor (28%) in docent (28%), spletnih orodij 2.0 (npr. MS 35% 28% 23% 10%5%
sledijo respondenti z nazivom izredni profesor (23%) in asistent Teams, družbeni mediji).
(15%) in višji predavatelj (8%) (slika 2).
Podatke zbiram s pomočjo študentske ankete. 26% 22% 28% 17% 9%
Redni profesor 28%
Izredni profesor 23% Podatke zbiram s senzorji
(npr. kamerami, mikrofoni)
Docent 28% ali/in z nosljivimi napravami 83% 13% 4%
Asistent (npr. očala s tehnologijo 15% sledenja oči).
Lektor 0%
Višji predavatelj Analiziram vsak zbrani 8% 33% 24% 27% 12% 6% podatek o študentu ločeno.
Predavatelj 0%
0% 10% 20% 30%
Združujem podatke o
30% 19% 27% 16% 10%
študentih v enaki obliki.
Slika 2: Delež respondentov po akademskih nazivih
Kar 70% sodelujočih visokošolskih učiteljev in sodelavcev Združujem podatke o
ima več kot 15 let delovne dobe, sledijo tisti, ki imajo 1-5 let študentih iz več virov 42% 16% 23% 16% 4%
delovne dobe (13%), nato 11-15 let delovne dobe (10%) in 6-10 podatkov z različnimi formati.
let delovne dobe (8%). Prevladuje starost med 45 in 54 let (44%),
sledi 55-64 let (23%), 35-44 let (15%), 25-34 let (10%) in 65 let Uporabljam poročila, ki so na
ali več (8%). Spola sta enakomerna prisotna. voljo v sistemih za 29% 24% 17% 27% 5% upravljanje učenj, spletnih Sodelujoči visokošolski učitelji in sodelavci uporabljajo učno orodjih/aplikacijah. analitiko, vendar v dokaj omejenem obsegu (slika 3).
Najpogosteje uporabljajo funkcionalnosti, ki jih ponujajo sistemi Uporabljam nadzorne plošče
za upravljanje učenja in sicer podatke zbirajo preko sistema za pripravljene z Excelom ali 63% 17%14% 4% 3% orodji za poslovno obveščanje upravljanje učenja, kot so npr. oddaje nalog, kvizi, …uporabljajo (npr. Power BI, Tableau). poročila, ki so na voljo v sistemih za upravljanje učenja, spletnih
orodjih/aplikacijah, ki jih uporabljajo. Nekoliko manj pogosto
zbirajo podatke s pomočjo študentskih anket in spletnih orodij, Za napovedovanje učnih
npr. MS Teams, ki jih uporabljajo pri svojem delu, zelo redko pa strojnega učenja. izidov uporabljam tehnike 76% 10%12% 3% zbirajo podatke s senzorji in nosljivimi napravami. Podatke tudi
združujejo, občasno združujejo podatke v enaki obliki, redko 0% 20% 40% 60% 80% 100%
združujejo podatke iz več virov z različnimi podatki. Pri analizah
občasno uporabljajo funkcionalnosti, ki so jim na voljo v Nikoli Redko Občasno Pogosto Vedno
sistemih in orodjih, redko uporabljajo nadzorne plošče,
pripravljene z Excelom ali orodji za poslovno obveščanje. Za
napovedovanju učnih izidov redko uporabljajo tehnike strojnega Slika 3: Uporaba učne analitike
učenja.
Preverili smo tudi dejavnike, ki so se izkazali v relevantni Pri trditvah, ki se navezujejo na družbeni vpliv so deleži med
literature za pomembne. Predvsem smo se osredotočili na strinjanji nekoliko bolj raznoliki in kažejo, da družbeni vpliv ni
pričakovan napor, družbeni učinek, predvidena tveganja in tako pomemben dejavnik (slika 4). Od vseh treh trditvah se
spodbujevalne pogoje. Pri pričakovanem naporu se slaba sodelujoči visokošolski učitelji in sodelavci najbolj strinjajo, da
polovica (49%) niti ne strinja niti, niti strinja s trditvijo, da se je je uporaba učne analitike trenutno zelo priljubljena, sledi
zdi uporaba učne analitike enostavna. S to trditvijo se ne strinja poznavanje ljudi, ki učno analitiko uporabljajo, medtem ko se
oz. močno ne strinja 27%, strinja oz. močno strinja pa 20%. najmanj strinjajo, da jim ljudje, ki vplivajo na njihove vedenje,
Podobni deleži so pri trditvah, da se je naučiti uporabljati učno priporočajo uporabo učne analitike.
analitiko enostavno in da zlahka pridobijo veščine za uporabo
učne analitike.
Kljub temu, da sodelujoči visokošolski učitelji in sodelavci
Menim, da je uporaba UA uporabljajo učno analitiko v dokaj omejenem obsegu pa se jih pri trenutno zelo priljubljena. 8% 10% 44% 37% 2% večini trditvah o prednostih uporabe učne analitike največ
Ljudje, ki imajo vpliv na moje opredeljuje, da se z njimi strinjajo (slika 6). Najbolj se strinjajo s
vedenje, mi priporočajo 20% 25% 35% 19% 2% trditvijo, da učna analitika pomaga pri sprejemanju informiranih
uporabo UA. izobraževalnih odločitev, sledita trditvi, da uporaba učne
Poznam ljudi, ki uporabljajo analitike povečuje učinkovitost poučevanja predmeta in 22% 22% 25% 29% 4% UA. predstavlja pomembno orodje za izboljšanje učnih praks.
0% 20% 40% 60% 80% 100% Najmanj pa se strinjajo s trditvijo, da uporaba učne analitike
prispeva k boljši izkušnji študentov.
Močno se ne strinjam
Ne strinjam se
Niti se ne strinjam niti se strinjam
Strinjam se UA predstavlja pomembno
Močno se strinjam refleksivno orodje za 4% 4% 40% 49% 4%
izboljšanje učnih praks.
Slika 4: Družbeni vpliv Uporaba UA prispeva k boljši 4% 10% 48% 36% 4% izkušnji študentov.
Pri predvidenih tveganjih uporabe učne analitike je ponovno
neopredeljenih oz. se s trditvami niti ne strinja, niti strinja. Je pa učinkovitost poučevanja 6% 4% 36% 49% 6% predmeta. večji delež tistih, ki se jim uporaba učne analitike zdi prej največji delež sodelujočih visokošolskih učiteljev in sodelavcev Uporaba UA povečuje
priložnost, kot tveganje. Pri trditvi »Zaupam informacijam, ki jih Uporaba UA pomaga pri
zagotavlja učna analitika« se 45% respondentov niti ne strinja, pravočasnem sprejemanju 4% 6% 44% 45% 2%
niti strinja, s trditvijo se strinja oz. popolnoma strinja 31%, 18% izobraževalnih odločitev.
se ne strinja oz. popolnoma ne strinja s trditvijo. S trditvijo »Učna Uporaba učne analitike (UA)
analitika zagotavlja prave informacije za sprejemanje ustreznih pomaga pri sprejemanju 4% 6% 30% 57% 4% informiranih izobraževalnih odločitev« se niti ne strinja, niti strinja 51%, 31% se s trditvijo odločitev. strinja oz. popolnoma strinja, le 7% se ne strinja oz. popolnoma 0% 20% 40% 60% 80% 100% ne strinja s trditvijo. Visokošolski učitelji in sodelavci pa se
najbolje strinjajo s trditvijo, da »Učna analitika zagotavlja
informacije v realnem času«.
Pri spodbujevalnih pogojih (slika 5) lahko vidimo, da se Močno se ne strinjam
respondenti najbolj strinjajo, da imajo na voljo ustrezna orodja
za analizo podatkov, nekoliko manj se strinjajo s trditvama, da je Ne strinjam se
na voljo dovolj informacij o uporabi učne analitike in da so na Niti se ne strinjam niti se strinjam
voljo usposabljana, najmanj pa se strinjajo s trditvijo, da so na Strinjam se voljo ustrezne smernice, ki regulirajo in urejajo dostop do
podatkov. Močno se strinjam
smernice, ki regulirajo in… Na voljo so ustrezne Slika 6: Prednosti uporabe učne analitike 10% 30% 42% 17% 2%
Na voljo so ustrezna orodja za 4% 13% 45% 31% 7% 5 SKLEP
analizo podatkov.
Na voljo so usposabljanja o Preliminarni rezultati raziskave kažejo, da je uporaba učne
uporabi UA. 12% 25% 41% 20% 4% analitike na univerzah še vedno v zgodnji fazi razvoja in s tem
potrjuje ugotovitve preteklih raziskav na tem področju. Kljub
Na voljo je dovolj informacij 16%15% 46% 20% 4% temu, da se vse več institucij in deležnikov zaveda potenciala, ki
o uporabi UA.
ga ponuja učna analitika za izboljšanje učnih izidov, analiza kaže,
0% 20% 40% 60% 80% 100% da visokošolski učitelji in sodelavci uporabljajo predvsem
funkcionalnosti, ki jih ponujajo sistemi za upravljanje učenja. Ti
Močno se ne strinjam podatki se zbirajo preko oddaj nalog, kvizov in drugih aktivnosti,
Ne strinjam se redko te podatke združujejo z drugimi viri ali uporabljajo
Niti se ne strinjam niti se strinjam napredne analitične tehnike, kot so strojno učenje.
Strinjam se Visokošolski učitelji in sodelavci soočajo z izzivi pri uporabi
učne analitike. Iz analize dejavnikov, kot so pričakovan napor,
Močno se strinjam družbeni učinek, predvidena tveganja in spodbujevalno okolje, je
razvidno, da so visokošolski učitelji in sodelavci razmeroma
Slika 5: Spodbujevalni pogoji skeptični do enostavnosti uporabe učne analitike. Prav tako
družbeni vpliv ne igra pomembne vloge pri njihovi uporabi učne LITERATURA IN VIRI
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orodje za izboljšanje učnih praks. 10.3390/su132112167.
[4] R. Kaliisa, A. I. Mørch, and A. Kluge, ‘“My Point of Departure for Analytics
Kljub pozitivnim vplivom učne analitike na visokošolsko is Extreme Skepticism”: Implications Derived from An Investigation of
izobraževanje je njena uporaba med učitelji še vedno omejena. University Teachers’ Learning Analytics Perspectives and Design Practices’,
Za popolno izkoriščanje potenciala učne analitike je potrebno Tech Know Learn, vol. 27, no. 2, pp. 505–527, Jun. 2022, doi:
10.1007/s10758-020-09488-w.
zagotoviti ustrezno podporno okolje, ki vključuje naprednejša [5] G. Siemens and P. Long, ‘Penetrating the Fog: Analytics in Learning and
analitična orodja in prilagojene nadzorne plošče, dostop do Education’, EDUCAUSE Review, vol. 46, no. 5, p. 30, 2011.
[6] M. Bamiah, S. N. Brohi, and B. Bashari, ‘Big data technology in education:
informacij in usposabljanj ter jasne smernice za uporabo Advantages, implementations, and challenges’, 2018. Accessed: Jun. 03,
podatkov. Prav tako je pomembno vključiti visokošolske učitelje 2024. [Online]. Available: https://www.semanticscholar.org/paper/BIG-
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in sodelavce kot aktivne deležnike v procesu razvoja in AND-Bamiah-Brohi/f3f8c935382d3762aaa2c71d16b155ea6bb9d41b
implementacije učne analitike, saj lahko njihova neposredna [7] T. Olney, S. Walker, C. Wood, and A. Clarke, ‘Are We Living In LA (P)LA
vključenost pripomore k boljšemu razumevanju in uporabi Land? Reporting on the Practice of 30 STEM Tutors in their Use of a
Learning Analytics Implementation at the Open University’, Journal of
analitičnih orodij. Learning Analytics, vol. 8, no. 3, Art. no. 3, Oct. 2021, doi:
Nadaljnje raziskave bi morale vključevati bolj obsežne in 10.18608/jla.2021.7261.
[8] R. Ferguson, D. Clow, D. Griffiths, and A. Brasher, ‘Moving Forward with
longitudinalne študije ter upoštevati različne vidike in deležnike Learning Analytics: Expert Views’, Journal of Learning Analytics, vol. 6,
v izobraževalnem procesu. Prav tako je potrebno razviti boljše no. 3, Art. no. 3, Dec. 2019, doi: 10.18608/jla.2019.63.8.
metodološke pristope, ki bodo omogočali bolj generalizirane in [9] O. Rodriguez, ‘The concept of openness behind c and x-MOOCs (Massive
Open Online Courses)’, Open Praxis, vol. 5, no. 1, Jan. 2013, doi:
prenosljive ugotovitve. Učna analitika ima potencial, da postane 10.5944/openpraxis.5.1.42.
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potrebne nadaljnje raziskave in razvoj podpornega okolja, ki bo 2022, doi: 10.1007/s11528-022-00720-1.
zagotovil uspešen prenos teorije v prakso. [11] G. Siemens and R. S. J. d. Baker, ‘Learning analytics and educational data
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Projekt sofinancirata Republika Slovenija, Ministrstvo za [12] H. U. Hoppe, ‘Computational methods for the analysis of learning and
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zahtevajo novi poklici in zeleni prehod (C3 K5), za ukrep
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prenovo visokega šolstva za zelen in odporen prehod.
Ustvarjanje in vrednotenje labirintov
Creating and Evaluating Mazes
Anja Mejač Irena Nančovska Šerbec
Pedagoška fakulteta, Univerza v Ljubljani Pedagoška fakulteta, Univerza v Ljubljani
Ljubljana, Slovenija Ljubljana, Slovenija
anja.mejac@pef.uni-lj.si irena.nancovska@pef.uni-lj.si
POVZETEK KEYWORDS
V naši raziskavi se posvečamo algoritmom za ustvarjanje Mazes, algorithms, evaluation of difficulty, interactive
popolnih labirintov, ocenjevanju njihove težavnosti ter learning environment
razvrščanju teh algoritmov glede na zahtevnost ustvarjenih
labirintov. Raziskali smo teoretično ozadje izbranih algoritmov,
kot so Primov, Kruskalov, Aldous-Broder, Iskanje v globino in 1 UVOD
Bakterijska rast. Ustvarili smo aplikacijo za učenje Primovega in Algoritmično generiranje labirintov je področje računalništva,
Kruskalovega algoritma za ustvarjanje labirintov. Težavnost ki združuje teorijo grafov, diskretno matematiko in proceduralno
ustvarjenih labirintov vrednotimo s pomočjo Markovske verige generiranje vsebin. Ta pristop omogoča ustvarjanje kompleksnih
glede na povprečno število korakov, ki jih naredi program pri struktur, ki se uporabljajo v različnih kontekstih, kot so
iskanju poti v labirintu po Monte Carlo metodi. Raziskali smo računalniške igre, učenje programiranja in razvijanje
primernost uporabe interaktivnega učnega okolja za samostojno računalniškega mišljenja. Labirinti ne predstavljajo le izziv za
učenje algoritmov za ustvarjanje labirintov med učenci zadnjega učence, temveč so tudi odlična priložnost za raziskovanje in
vzgojno-izobraževalnega obdobja osnovne šole in začetka razumevanje pomembnih matematičnih konceptov.
srednje šole (učenci stari med 12 in 16 let). Aplikacija uči Razumevanje matematičnega ozadja, vključno s teorijo grafov,
uporabnike novih algoritmov ter omogoča ustvarjanje in prispeva k razvoju učinkovitih algoritmov za ustvarjanje
vrednotenje labirintov, ki jih lahko uporabijo pri uvodnem labirintov. Grafi omogočajo jasno ponazoritev labirintov, kjer
programiranju. vozlišča predstavljajo celice labirinta, povezave pa prehode med
njimi. Ta matematična abstrakcija poenostavi analiziranje
KLJUČNE BESEDE labirintov, saj omogoča uporabo uveljavljenih algoritmov za
Labirinti, algoritmi, vrednotenje težavnosti, interaktivno učno iskanje poti.
okolje Ukvarjamo se tudi z metodami za objektivno vrednotenje
težavnosti labirintov, saj to omogoča primerjavo različnih
based on the complexity of the mazes they produce. We prispeva k izobraževalnemu procesu, še posebej za mlajše učence, ki se šele spoznavajo z osnovami računalništva in matematike, examined the theoretical foundations of selected algorithms, ter k razvoju njihovega računalniškega mišljenja. including Prim’s, Kruskal’s, Aldous-Broder, Depth-First Search, Poleg tega bomo predstavili samostojno razvito interaktivno and Bacterial Growth. To support this, we developed an učno okolje, ki bo učencem omogočilo, da se seznanijo z application that facilitates learning Prim’s and Kruskal’s maze algoritmi za ustvarjanje labirintov in tudi sami ustvarijo labirint generation algorithms. The difficulty of the generated mazes is mazes, evaluating their difficulty, and ranking these algorithms In our research, we focus on algorithms for generating perfect učencev. Razvoj učinkovitih in učencem prijaznih učnih okolij za učenje algoritmov, ki ustvarjajo labirinte, lahko pomembno ABSTRACT algoritmov in prilagoditev labirintov specifičnim potrebam
assessed using a Markov chain, which measures the average po korakih izbranega algoritma za ustvarjanje labirintov. To
number of steps the program takes to find a path through the okolje je namenjeno učencem od 7. do 9. razreda osnovne šole
maze, following the Monte Carlo method. Additionally, we ter dijakom 1. letnika srednje šole (učenci stari med 12 in 16 let).
explored the suitability of using an interactive learning
environment for independent study of maze generation 2 TEORETIČNA IZHODIŠČA algorithms among students in the later stages of primary
education and the early years of secondary education (ages 12 to V teoretičnem delu bomo najprej opisali pojem labirinta in
16). The application not only teaches users new algorithms but ga povezali z zgodovinskim vidikom. Nato bomo obravnavali
also enables them to create and evaluate mazes, which can be povezavo med labirinti in teorijo grafov. Na koncu bomo opisali
used in introductory programming. nekaj znanih algoritmov za ustvarjanje popolnih labirintov ter
način, kako smo ovrednotili ustvarjene labirinte.
2.1 Labirinti 𝐻 povezanega grafa 𝐺, kjer je 𝐻 drevo, se imenuje vpeto drevo
Labirint je pot oziroma skupek poti, ki vodijo od vhoda v grafa 𝐺.
labirint do izhoda iz njega. V splošnem delimo labirinte na Pri reševanju problemov iz vsakdanjega življenja za reprezentacijo problema pogosto uporabljamo utežene grafe. razvejane in nerazvejane. Razvejani labirinti (angl. “branching Takšni grafi se pojavljajo v številnih kontekstih, na primer pri tour puzzles”) so tisti, skozi katere mora reševalec najti ustrezno reševanju problema najkrajše poti – zelo znan je problem pot, nerazvejani ali enosmerni labirinti (angl. “non branching” ali trgovskega potnika. “unicursal”) pa nedvoumno vodijo skozi zapleteno postavitev do Definicija 2.8. Uteženi graf je graf, v katerem je vsaki cilja [1]. povezavi dodeljeno število (običajno je to število pozitivno), ki V grški mitologiji je labirint predstavljal kompleksno mu rečemo utež in označimo z 𝑤(𝑒) . Če je 𝐺 uteženi graf in 𝐻 strukturo, ki jo je zasnoval in zgradil legendarni umetnik Dedal njegov podgraf, potem je utež 𝑤(𝐻) podgrafa 𝐻 enaka vsoti za kralja Minosa iz Krete. Njegova funkcija je bila, da je uteži povezav podgrafa 𝐻 . zadrževal Minotavra, pošast, ki jo je nazadnje ubil junak Tezej s Pri labirintih sicer navadno nimamo takšnih težav, saj je pomočjo boginje Ariadne [2]. odstranjevanje sten iz določenega materiala enakovredno. Če pa Labirinte lahko delimo tudi glede na sistem prehoda. Osnovne bi imeli, na primer, stene iz različnih materialov in bi za tri vrste so: popolni labirint (angl. perfect maze), spleteni labirint odstranjevanje različnih materialov porabili različno veliko (angl. braid maze) in enosmerni labirint (angl. unicursal maze). energije, bi za tak problem potrebovali utežen graf. Recimo, da Obravnavali smo zgolj popolne labirinte, ki morajo ustrezati želimo porabiti čim manj energije za odstranjevanje sten, v tem naslednjim zahtevam: nimajo nobenih zank, nimajo izoliranih primeru želimo izbrati takšno množico povezav vpetega drevesa, celic in med vsakim parom celic obstaja natanko ena pot [3]. Taki da bo njihova vsota uteži najmanjša. Torej ne bo zadostovalo labirinti so ekvivalentni drevesom iz teorije grafov. zgolj katerokoli izbrano vpeto drevo. Temu rečemo, da želimo Ustvarjanje labirintov je načrtovanje razporeditve prehodov poiskati minimalno vpeto drevo tega grafa. in sten v labirintu. Obstaja veliko različnih pristopov k Definicija 2.9. Minimalno vpeto drevo uteženega grafa je ustvarjanju labirintov z različnimi algoritmi za ustvarjanje množica povezav z minimalno skupno utežjo, ki tvorijo vpeto labirintov, bodisi ročno bodisi samodejno z računalnikom. Za drevo grafa. Kadar graf ni obtežen, je vsako vpeto drevo ustvarjanje labirintov se uporabljata dva glavna mehanizma. Pri minimalno. izrezovanju prehodov se sprva ustvari mrežo v kateri nato Kot smo že omenili, teža na splošno ni pomembna za odstranjujemo stene, pri dodajanju sten pa se na odprtem predstavitev labirinta, kljub temu pa nekateri algoritmi za območju določi niz ovir [1]. Pri raziskavi smo se osredotočili na ustvarjanje labirintov temeljijo na algoritmih, ki iščejo mehanizem izrezovanja prehodov oziroma odstranjevanja sten. minimalna vpeta drevesa, zato je dobro poznati vsaj osnovno
2.2 definicijo uteženega grafa in minimalnega vpetega drevesa. Povezava s teorijo grafov
Definicije in izreki, ki so podani v tem podpoglavju, so 2.3 Algoritmi za ustvarjanje popolnih labirintov
povzeti iz [4]. Definicija 2.1. Graf Obstaja veliko različnih algoritmov za ustvarjanje labirintov. 𝐺 = (𝑉, 𝐸) je urejen par množic 𝑉 in 𝐸 , Opisali bomo le nekaj najbolj pogosto uporabljenih in najbolj
množice neurejenih parov različnih vozlišč iz znanih. Začeli bomo z algoritmoma, ki se uporabljata za kjer je 𝑉 neprazna množica vozlišč in 𝐸 neka podmnožica
𝑉 . llementom
reševanje problema iskanje minimalne poti v grafu – torej iščeta
množice 𝐸 rečemo povezave grafa G. Če je (𝑢, 𝑣) ∈ 𝐸, rečemo,
minimalno vpeto drevo (to sta Primov in Kruskalov algoritem).
da sta 𝑢 in 𝑣 sosednji vozlišči, kar označimo z 𝑢 ∼ 𝑣.
Nato pa si bomo pogledali še nekaj takšnih, ki ustvarijo le tako
Labirint lahko predstavimo z grafom. Vsaka celica labirinta
imenovani naključni sprehod, kar je za potrebe ustvarjanja
natanko takrat, kadar sta pripadajoči celici sosednji in med njima labirintov zadostno, saj potrebujemo le enega izmed možnih je predstavljena kot vozlišče grafa, dve vozlišči pa sta povezani
obstaja prehod oziroma pot. Popolni labirint ustreza enakim vpetih dreves grafa.
zahtevam, kot jih ima drevo, zato pravimo, da so popolni labirinti 2.3.1 Primov algoritem
ekvivalentni drevesom iz teorije grafov. Algoritem deluje tako, da na začetku izbere poljubno vozlišče
Izrek 2.6. Graf 𝐺 je drevo natanko tedaj, ko za vsaki dve 𝑣 grafa 𝐺 (celico v labirintu). Primovo drevo 𝑇 začne graditi z
vozlišči grafa G, obstaja natanko ena pot med njima. vozliščem 𝑣. Nato ustvari prazno množico 𝑚, ki bo predstavljala
Dokaz izreka bomo izpustili. vse mejne povezave. Mejne povezave so tiste, ki sovpadajo z
Začetno mrežo, v kateri bomo izrezovali prehode, mejnimi stenami vseh tistih celic, ki so že v drevesu 𝑇. Dokler
predstavimo z grafom mreže (kartezični produkt grafov poti). Da Primovo drevo 𝑇 ne doseže vseh vozlišč (celic labirinta)
bomo lahko iz začetne mreže, kjer ima vsaka celica vse štiri stene, ponavlja naslednje: posodobi množico mejnih povezav, izbere
dobili popoln labirint, moramo nekatere stene odstraniti. To povezavo 𝑒 iz množice 𝑚, ki ima najmanjšo utež, in v drevo 𝑇
bomo naredili tako, da bomo določili vpeto drevo, saj so popolni doda tisto vozlišče izbrane povezave 𝑒, ki še ni v drevesu 𝑇. Ko
labirinti ekvivalentni drevesom. Ko bomo izbirali vpeto drevo, doseže vsa vozlišča, dobi minimalno vpeto drevo danega grafa.
bodo izbrane povezave predstavljale odstranjene stene, kar bo Čeprav so utežene povezave v nekaterih primerih pomembne,
omogočilo prehodnost v labirintu. za ustvarjanje labirintov niso potrebne. Če bi želeli izvesti pravi
Definicija 2.7. Naj bosta 𝐺 1 = (𝑉 1, 𝐸1) in 𝐺2 = (𝑉 2, 𝐸2) Primov algoritem, bi morali vsem povezavam vnaprej dodeliti
grafa. Tedaj je 𝐺 1 podgraf grafa 𝐺2, če je 𝑉 1 ⊆ 𝑉2 in 𝐸1 ⊆ 𝐸2. naključne uteži, predno bi zagnali algoritem. Vendar to ni
Če je 𝑉 1 = 𝑉 2, je 𝐺1 vpet podgraf grafa 𝐺2. Vsak vpet podgraf potrebno, saj je pravzaprav zadosti, da na vsakem koraku kar
naključno izberemo eno izmed povezav iz množice 𝑚 (lahko si sledenje. Pomemben vidik je naključnost. Že na prvem koraku
predstavljamo, da imajo vse povezave enako utež) [5]. izbere naključno celico. Druga naključna izbira pa se nanaša na
izbiro soseda oziroma otroka vozlišča, do katerega se bo ustvaril
2.3.2 Kruskalov algoritem
Algoritem deluje tako, da ima na začetku množico možnih Lahko bi tudi rekli, da algoritem Iskanje v globino deluje prehod iz trenutne celice [3].
povezav, to so vse povezave v grafu, iz katere na vsakem koraku podobno kot algoritem Lovi in ubij. Oba namreč ustvarjata
izbere tisto povezavo, ki ima najmanjšo utež – če obstaja več naključni sprehod po mreži, razlika pa je v tem, kako se
povezav z enako utežjo, potem naključno izbere eno izmed njih. izkopljeta iz slepih ulic. Algoritem Lovi in ubij bo prešel v fazo
Če z dodajanje te povezave ne ustvari cikla, jo doda v vpeto “lovljenja”, algoritem Iskanje v globino pa se vrne nazaj in sledi
drevo in jo nato odstrani iz množice možnih povezav. To svojim korakom, dokler ne najde celice, ki ima še vsaj enega
ponavlja, dokler ne ustvari vpetega drevesa, torej dokler množica neobiskanega soseda. Za namen beleženja celic, ki smo jih že
povezav ni prazna. Na koncu dobimo minimalno vpeto drevo obiskali, uporabimo kar strukturo, ki se imenuje sklad. danega grafa.
Podobno kot pri Primovem algoritmu, tudi tokrat utežene 2.3.6 Algoritem Bakterijska rast
povezave niso potrebne. Za ustvarjanje popolnih labirintov je Algoritem Bakterijska rast ustvarja labirint na zelo podoben
dovolj, da na vsakem koraku kar naključno izberemo eno izmed način kot Primov algoritem. Oba gradita vpeto drevo iz enega
povezav [5]. vozlišča naprej na razširljiv način. Razlika je v “intenzivnosti”
2.3.3 Aldous-Broder algoritem znotraj zanke na vsakem koraku doda po eno povezavo, medtem dodajanja novih povezav in vozlišč v drevo. Primov algoritem
Algoritem deluje tako, da najprej naključno izbere začetno ko algoritem Bakterijska rast doda povezavo in ustrezno vozlišče
vozlišče 𝑣 . To vozlišče označi za trenutno in ga doda med vsaki celici z razpoložljivimi, tj. še neobiskanimi, sosedi. Število
obiskana vozlišča. Dokler ne označi vseh vozlišč kot obiskanih obiskanih celic se lahko torej po vsakem koraku največ podvoji.
ponavlja naslednje: izbere naključnega soseda 𝑢 trenutnega Najverjetneje od tod izvira ime algoritma, saj populacija bakterij
vozlišča 𝑣 in preveri, ali je to vozlišče 𝑢 že med obiskanimi. Če običajno narašča eksponentno [3]. to vozlišče 𝑢 še ni med obiskanimi, potem izbere povezavo med
vozliščema 𝑣 in 𝑢 (odstrani steno med pripadajočima celicama) 2.4 Vrednotenje labirintov in označi vozlišče 𝑢 kot obiskano. Nato označi vozlišče 𝑢 kot
Reševanje labirintov je proces, pri katerem je cilj najti pot od
trenutno vozlišče. Če pa je bilo vozlišče 𝑢 že obiskano, potem
samo označi vozlišče 𝑢 kot trenutno vozlišče [6]. razpotij in posledično slepih ulic (saj obravnavamo le popolne vhoda v labirint do izhoda iz njega. Če labirint ne vsebuje
2.3.4 Algoritem Lovi in ubij labirinte), bo takšen labirint manj zahteven za reševanje. V ta
Algoritem deluje tako, da najprej naključno izbere začetno namen se je veliko raziskovalcev spraševalo, kateri algoritmi
vozlišče 𝑣 . To vozlišče označi za trenutno in ga doda med ustvarjajo zahtevnejše labirinte in kateri manj zahtevne. Kako se
obiskana vozlišča. Dokler ne označi vseh vozlišč kot obiskanih lotiti vrednotenja labirintov in merjenja njegove težavnosti?
ponavlja naslednje: izbere naključnega še neobiskanega soseda u Mane idr. v [7] opisujejo, da je reševanje labirintov težje
(če le-ta obstaja) trenutnega vozlišča kadar imamo več razpotij in slepih ulic. Pri vrednotenju so poleg 𝑣 in izbere povezavo med
vozliščema števila razpotij in slepih ulic upoštevali tudi hitrost različnih 𝑣 in 𝑢 (odstrani steno med pripadajočima celicama).
Če tako sosednje vozlišče agentov, ki so reševali labirinte. Agenti so računalniški programi, 𝑢 ne obstaja, torej so vsi njegovi
sosedi že obiskani, potem vstopi v fazo “lovljenja” in naredi ki iščejo pot v labirintu na različne načine, tj. z različnimi
naslednje: pregleduje vozlišča enega za drugim, dokler ne naleti algoritmi za iskanje poti, kot so Iskanje v globino, Iskanje v
na neobiskano vozlišče širino in Dijkstrov algoritem. Po njihovih kriterijih so težji 𝑤 , ki je sosednje z vsaj enim obiskanim
vozliščem. Ko najde takšno vozlišče labirinti tisti, ki so ustvarjeni z algoritmom Aldous-Broder, 𝑤 , ga označi za trenutnega
in obiskanega ter izbere povezavo med vozliščem medtem ko so lažji tisti, ki so ustvarjeni z algoritmoma Lovi in 𝑤 in
katerimkoli izmed njegovih sosednjih že obiskanih vozlišč ubij ter Iskanje v globino. Do Podobnih ugotovitev je prišel tudi
(odstrani steno med pripadajočima celicama). Ko označi vsa Gabrovšek v [8].
vozlišča za obiskana, se algoritem ustavi. Bellot idr. v [9] vrednotijo labirinte na podoben način, vendar
Če se tak algoritem izvaja na labirintu, lahko fazo “lovljenja” se osredotočajo na to, kateri algoritmi ustvarijo najbolj “zabavne”
oziroma iskanja strukturiramo na naslednji način: algoritem labirinte za reševanje. Razvili so dva nova algoritma, imenovana
začne pri celici v zgornjem levem kotu in pregleduje celice po Twist&Merge ter Prim&Kill. Njihovo ocenjevanje “zabavnosti”
vrsti od leve proti desni, od zgoraj navzdol. Nadaljuje pregled, labirintov temelji na številu nepomembnih zidov, kot jih
dokler ne naleti na neobiskano celico, ki je sosednja vsaj eni že definirajo v svojem članku.
obiskani celici [6].
2.3.5 Algoritem Iskanje v globino 3 EMPIRIČNI DEL
Algoritem iskanja v globino raziskuje graf tako, da se usmerja V tem delu članka bomo predstavili način vrednotenja
v globino. To pomeni, da je naslednje obiskano vozlišče, če le-to labirintov, ustvarjenih z različnimi algoritmi. Nato bomo
obstaja, kot otrok prejšnjega vozlišča. Če ne obstaja, se algoritem predstavili aplikacijo, ki smo jo razvili z namenom učenja
vrne do prejšnjega vozlišča in poskusi z drugim sosedom. korakov algoritmov za ustvarjanje labirintov. Opisali bomo tudi,
Algoritem se konča, ko obišče vsa vozlišča grafa. Podobno deluje kako so izbrani učenci, stari med 12 in 15 let, sprejeli aplikacijo.
tudi naš algoritem Iskanje v globino, ki ustvari sprehod od
začetne točke po celotnem grafu in po potrebi uporabi povratno
3.1 Vrednotenje labirintov z Markovsko verigo Tabela 1: Težavnost labirinta glede na razpon povprečja
Predstavljamo vrednotenje labirintov, ki temelji na uporabi
diskretne Markovske verige s prehodnimi verjetnostmi. Težavnost labirinta Razpon povprečja
Definicija 3.1. Naj bo Lahek povprečje 2 ≤ 𝑛 𝑉 množica stanj, 𝑣 ∈ 𝑉 pa stanje.
Markovska veriga je usmerjen graf Srednji 2 2 𝐺 = (𝑉, 𝐸), katerega 𝑛 < povprečje < √𝑛 · 𝑛
povezave so označene s prehodnimi verjetnostmi Težek povprečje 2 𝑝 ∶ 𝐸 → (0,1] ≤ √𝑛 · 𝑛
z lastnostjo, da za vsako stanje 𝑣 ∈ 𝑉 velja, da je vsota
verjetnosti na povezavah, ki grejo iz stanja 𝑣 v druga stanja, Za testiranje smo izbrali Kruskalov algoritem, Primov
enaka 1, kar zapišemo kot ∀𝑣 ∈ 𝑉 ∶ 𝑝(𝑒) = 1. algoritem, algoritem Lovi in ubij ter algoritem Iskanje v globino.
Markovska veriga sicer lahko vsebuje zanke, ne pa tudi Za vsakega izmed teh štirih algoritmov smo ustvarili 100
večkratnih povezav. Vendar pa te lastnosti za namen vrednotenja labirintov velikosti 10x10. Za vsak labirint je računalnik
težavnosti popolnih labirintov ne potrebujemo, saj popolni izračunal njegovo vrednost povprečja in podal stopnjo težavnosti
labirinti ne vsebujejo zank in vemo, da je naš labirint drevo, kar v skladu s tabelo Tabela 1. Povprečje smo izračunali na 10000
pomeni, da med vsakima dvema vozliščema obstaja natanko ena ponovitvah. Na podlagi naših meritev smo prišli do naslednjih
pot [10]. ugotovitev. Kot je razvidno iz tabele Tabela 2 ima Kruskalov
Kadar rešujemo problem z Markovskimi verigami, nas algoritem najvišje povprečno število korakov, ki jih je agent
običajno zanima, kolikšna je verjetnost, da bomo v 𝑛-tem koraku naredil pri iskanju poti. Za njim sledi Primov algoritem, nato
prišli v stanje 𝑠 . V primeru reševanja labirintov pa nas bo algoritem Lovi in ubij in kot zadnji algoritem Iskanje v globino.
zanimalo, kolikšno je povprečno število korakov, tj. premikov iz
enega stanja v drugega oziroma iz ene celice v drugo sosednjo
celico, da bomo prišli iz začetne celice labirinta v končno celico Tabela 2: Povprečno število korakov glede na algoritem
labirinta.
lahko preprosto ustvarimo ustrezno Markovsko verigo. Labirint Iz danega labirinta in predpisanimi prehodnimi verjetnosti Povprečno število korakov za Algoritem labirinte velikosti 10x10
pretvorimo v graf, oziroma v našem primeru v drevo, vsaki Kruskalov 354,4
povezavi pa priredimo dano verjetnost [10]. Nato v labirint Primov 309,4
pošljemo našega agenta, ki šteje število korakov, ki jih potrebuje, Lovi in ubij 258,8
da najde pot iz labirinta. Naj bo celica (0,0) začetno stanje, tj. Iskanje v globino 224,9
celica, ki leži v levem zgornjem kotu, in celica (𝑛 − 1, 𝑛 − 1)
končno stanje, tj. celica, ki leži v desnem spodnjem kotu, kjer je Na opisani način smo ovrednotili kompleksnost manjših
𝑛 dolžina oziroma širina kvadratnega labirinta. Definirajmo labirintov dimenzij 9x9, 8x8 in 7x7. Pri vseh dimenzijah se je
sedaj premikanje našega agenta po labirintu. izkazalo, da agent pri labirintih, ki jih ustvari Kruskalov
Definicija 3.2. Naj bo 𝐴 agent, ki se giblje po labirintu. Začne algoritem, naredi največje povprečno število korakov pri iskanju
v celici (0,0) in se premika po labirintu, vse dokler ne pride do poti v labirintu. Nato je sledil Primov algoritem, za njim
končne celice algoritem Lovi in ubij ter kot zadnji algoritem Iskanje v globino. (𝑛 − 1, 𝑛 − 1) . Agent 𝐴 pri premikanju skozi
labirint upošteva predpisane prehodne verjetnosti. Na vsakem
koraku izbere nadaljno smer gibanja, ki ni enaka smeri iz katere 3.2 Predstavitev aplikacije
je prišel, razen v primeru, ko se znajde v slepi ulici. Takrat agent V tem podpoglavju bomo predstavili samostojno izdelano
𝐴 nadaljuje svoje gibanje nazaj v smeri iz katere je prišel, tj. interaktivno učno okolje (aplikacijo) za učenje algoritmov, ki
njegova edina možna smer premikanja. ustvarjajo labirinte. Aplikacija ima dve glavni funkcionalnosti:
Čeprav smo vnaprej določili verjetnosti, s pomočjo katerih se učenje algoritmov, ki je del sklopa Poglej, in samostojno
bo gibal agent 𝐴, to gibanje še vedno temelji na naključni izbiri. ustvarjanje labirintov z izbranim algoritmom, ki je del sklopa
Zaradi tega bomo gibanje agenta 𝐴 po labirintu ponovili večkrat, Ustvari. Aplikacija ponuja ponazoritev delovanja izbranih
na primer 1000-krat, in vzeli povprečno število korakov, ki jih je algoritmov, s katerimi lahko ustvarjamo labirinte. Po drugi strani
agent naredil čez vse ponovitve. Temu načinu ustvarjanja pa uporabnikom nudi možnost ustvarjanja svojih labirintov,
naključnih poti s ciljem vrednotenja strukture imenujemo tudi vendar le, če so njihovi posamezni koraki ustrezni glede na
Monte Carlo. Glede na to povprečno število obiskanih celic (ne izbrani algoritem. Za vsak izvedeni korak dobi uporabnik
nujno različnih), v nadaljevanju povprečje, določi težavnost takojšnjo povratno informacijo glede pravilnosti oziroma
labirinta. Odločili smo se, da bomo labirinte razdelili v 3 nepravilnosti koraka. Ob morebitni nepravilnosti koraka
kategorije: lahek, srednji in težek. uporabnik dobi pojasnilo, zakaj izvedeni korak ne ustreza koraku
Algoritem vrednotenja smo preizkusili na labirintih velikosti izbranega algoritma. Natančnejši opis aplikacije je podan v [11].
3x3, 4x4 in 7x7. Na podlagi teh primerov smo določili meje V sklopu Poglej ponazorimo delovanje izbranih algoritmov s
izračunanega povprečja za razporeditev labirintov v tri različne katerimi lahko ustvarimo labirinte. Odločili smo se, da v
kategorije težavnosti. Ta razporeditev velja za labirinte velikosti aplikacijo vključimo naslednje štiri algoritme: Kruskalov
𝑛x𝑛, kjer je 𝑛 > 5. algoritem, Primov algoritem, algoritem Lovi in ubij ter algoritem
Iskanje v globino. Princip delovanja aplikacije je pri vseh štirih
algoritmih enak. Uporabnik ima na voljo tri gumbe s katerimi
upravlja vizualizacijo delovanja algoritmov za ustvarjanje
popolnih labirintov, in sicer “Poženi”, “Korak” in “Ponastavi” (v
tem vrstnem redu). S klikom na gumb “Poženi”, se bo na mreži 3. Ali si že kdaj prej slišala za besedo algoritem?
začel izvajati izbrani algoritem, dokler ne bo labirint dokončno 4. Ali bi imela takšno aplikacijo tudi doma na osebnem
ustvarjen. Gumba “Poženi” in “Korak” sta do nadaljnjega oziroma družinskem računalniku?
onemogočena, tj. dokler uporabnik ne klikne na gumb 5. Ali bi se ti zdela uporaba aplikacije v šoli primerna, če
“Ponastavi”. S klikom na gumb “Korak”, se izvede naslednji bi pri pouku ali pri šolskem krožku obravnavali
korak izbranega algoritma. Ko uporabnik prvič klikne nanj, se delovanje Kruskalovega ali Primovega algoritma?
izvede prvi korak algoritma in gumb “Poženi” je do nadaljnjega 6. Kaj bi pri aplikaciji izboljšala?
onemogočen, tj. dokler uporabnik ne klikne na gumb “Ponastavi”. Pri prvem vprašanju so testiranke povedale, da jim je všeč, da
Po vsakem naslednjem kliku na gumb “Korak” se v labirintu lahko samostojno ustvarjajo labirinte. Všeč jim je bila tudi
odstrani ena izmed sten. To lahko ponavljamo, dokler ne dobimo sprotna razlaga korakov posameznega algoritma v sklopu poglej
popolnega labirinta. S klikom na gumb “Ponastavi” se ponovno in olajšava z barvnimi celicami pri začetniku. Pri drugem
naloži prikazana scena, tj. kot da bi kliknili gumb “Nazaj” in nato vprašanju so dejale, da ni nič takšnega, kar jim ne bi bilo všeč.
zopet izbrali enak algoritem. Na ta način lahko uporabnik prekine Na tretje vprašanje sta dve testiranki odgovorili pritrdilo. Besedo
usvajanje delovanja algoritma na labirintu ali preneha s algoritem sta že srečali pri pouku matematike, vendar pa se nista
sledenjem algoritmu po korakih. spomnili kaj beseda pomeni. Na četrto vprašanje so vse tri
V sklopu Ustvari lahko uporabnik sam izdela labirint po testiranke odgovorile pritrdilno. Povedale so, da bi aplikacijo z
korakih enega izmed algoritmov ali preveri, če razume delovanje veseljem uporabljale, ena izmed testirank je še dejala, da bi jo
enega izmed algoritmov. V ta del aplikacije sta vključena dva uporabila za potrebe šolskega časopisa, da bi lahko vstavila svoj
izmed prejšnjih štirih algoritmov iz sklopa Poglej. Ta dva labirint pod razvedrilo, kjer bi ga rešili še ostali učenci. Tudi na
algoritma sta: Kruskalov in Primov algoritem. Uporabnik po peto vprašanje so vse tri testiranke odgovorile pritrdilno.
izbiri algoritma nato izbere tudi težavnost: začetnik ali Povedale so, da vidijo uporabo aplikacije v okviru šolskega
poznavalec. Pri začetniku so celice labirinta obarvane tako, da krožka. Pri zadnjem vprašanju pa je ena izmed testirank kot
uporabniku pomagajo pri izbiri ustreznih dveh celic, med izboljšavo navedla dodatno stopnjo težavnosti.
katerima dvema bo ustvaril prehod. Na ta način je začetniku lažje Vse tri testiranke so bile prijetno presenečene in navdušene
ugotoviti med katerimi celicami že obstaja pot v labirintu in med nad aplikacijo in njeno uporabo ter uporabnostjo. Navigacija po
katerimi ne, med katerimi celicami lahko ustvari prehod in kdaj aplikaciji je potekala brez vmesnih prekinitev in pomoči.
je labirint končan. Pri poznavalcu pa so vse celice pobarvane z Ustvarjale so predvsem srednje in težke labirinte z malo
belo barvo. Ta način je za uporabnika zahtevnejši, saj mora sam napakami. Napake so se večinoma nanašale na ponesreči dvojno
dobro premisliti, kateri dve celici lahko poveže med seboj, tj. kliknjeno isto celico labirinta ali na ponesreči kliknjeno sosednjo
ustvari prehod med njima, in med katerimi celicami že obstaja celico od zamišljene zaradi slabše koordinacije računalniške
pot v labirintu. miške. Ob prvotnem vrednotenju uporabnosti aplikacije za
Po dokončno ustvarjenem labirintu se uporabniku izpiše tudi ustvarjanje labirintov se zavedamo individualnih razlik med
stopnja težavnosti njegovega ustvarjenega labirinta. Poleg tega testirankami. Z rezultati vrednotenja smo zadovoljni.
pa se tudi omogoči gumb “Izvedi več”. Ob kliku nanj, se
uporabniku prikaže matematično ozadje ustvarjanja labirintov. V
labirintu se izrišejo vozlišča grafa oziroma drevesa in povezave 4 ZAKLJUČEK
ter prikaže za učence prilagojen opis definicije grafa. Poleg tega V prvem delu prispevka smo predstavili osnovne značilnosti
pa se omogoči tudi gumb “Izvozi”. Ob kliku nanj se uporabniku labirintov in njihovo povezavo s teorijo grafov. Predstavili smo
prenese slika njegovega ustvarjenega labirinta v formatu .png. nekaj algoritmov s katerimi lahko ustvarimo popolne labirinte.
Uporabniku se odpre novo okno, kjer izbere mesto v svojem Naredili smo tudi pregled vrednotenja težavnosti algoritmov, ki
računalniku, kamor bo shranil to sliko. so jih izvedli drugi avtorji. Nato smo opisali empirični del, kjer
smo predstavili svojo metodo za vrednotenje težavnosti
3.3 Preizkus aplikacije ustvarjenega labirinta. Predstavili smo tudi ugotovitve glede tega,
Aplikacijo smo preizkusili s tremi priložnostno izbranimi kateri algoritmi ustvarijo težje in kateri lažje labirinte. Nato smo
učenkami različnih starosti, ki jih naprej imenujemo testiranke. predstavili izdelano aplikacijo s katero se uporabnik uči
Prva je bila učenka sedmega razreda osnovne šole, druga učenka delovanja algoritmov za ustvarjanje labirintov. Na koncu pa smo
osmega razreda osnovne šole, tretja pa je bila dijakinja prvega predstavili rezultate preizkusa aplikacije, ki smo ga izvedli na
letnika gimnazije. Vse tri prihajajo iz osrednjeslovenske regije. treh priložnostno izbranih učencih.
Vsaka od testirank je preizkusila aplikacijo. Preizkus je potekal Primer se osredotoča na področje algoritmičnega ustvarjanja
tako, da smo testiranki najprej predstavili aplikacijo in njene labirintov, vendar si želimo, da bi naša aplikacija in pridobljena
funkcionalnosti, nato pa je tudi sama preizkusila uporabo. spoznanja vplivala tudi na širši razvoj računalniškega mišljenja,
Predstavitev aplikacije z naše strani je potekala frontalno in je zlasti v dimenzijah algoritmičnega mišljenja in validacije.
trajala 10 minut. Po končani predstavitvi so testiranke same
preizkušale aplikacijo. Preizkušanje je v povprečju trajalo 30 LITERATURA
minut. Po končanem preizkusu smo z vsako od testirank izvedli [1] „Maze,” Wikipedia. Pridobljeno: 19. marec 2024. Dostopno na:
polstrukturiran intervju o njeni izkušnji z aplikacijo. Tekom http://en.wikipedia.org/wiki/Maze
[2] „Labyrinth,” Wikipedia. Pridobljeno: 19. marec 2024. Dostopno na:
pogovora smo zastavili naslednja vprašanja: https://en.wikipedia.org/wiki/Labyrinth
[3] M. Foltin, „Automated maze generation and human interaction,”
1. Kaj ti je bilo pri aplikaciji (najbolj) všeč? magistrsko delo, Faculty Of Informatics, Masaryk University, Brno, 2011.
2. Kaj ti pri aplikaciji ni bilo všeč?
[4] A. Benjamin, G. Chartrand, in P. Zhang, The fascinating world of graph
theory, 1. izd. Princeton University Press, 2015.
doi:10.1515/9781400852000.
[5] J. Buck, Mazes for programmers: code your own twisty little passages,
The Pragmatic Bookshelf, 2015.
[6] „Maze generation algorithm,” Wikipedia. Pridobljeno: 25. marec 2024.
Dostopno na: https://en.wikipedia.org/wiki/Maze_generation_algorithm
[7] D. Mane, R. Harne, T. Pol, R. Asthagi, S. Shine, in B. Zope, „An extensive
comparative analysis on different maze generation algorithms,”
International Journal of Intelligent Systems and Applications in
Engineering, let. 12, št. 2s, str. 37-47, 2023. Dostopno na:
https://ijisae.org/index.php/IJISAE/article/view/3557
[8] P. Gabrovšek, „Analysis of Maze Generating Algorithms,” IPSI
Transactions on Internet Research, let. 15, št. 1, str. 23-30, 2019.
[9] V. Bellot idr., „How to generate perfect mazes?“, Information sciences,
let. 572, str. 444-459, 2021, doi: 10.1016/j.ins.2021.03.022.
[10] A. Nusser, „The Simultaneous Maze Solving Problems,” magistrsko delo,
Institute of Formal Methods in Computer Science, University of Stuttgart,
2016. Dostopno na: https://elib.uni-
stuttgart.de/bitstream/11682/9656/1/ausarbeitung.pdf
[11] A. Mejač, „Ustvarjanje in vrednotenje labirintov,” magistrsko delo,
Univerza v Ljubljani, Pedagoška fakulteta, Ljubljana, 2024. Dostopno:
https://repozitorij.uni-lj.si/IzpisGradiva.php?id=159506.
Šolska knjižnica v koraku s časom
School Library Keeping up with the Time
Tina Mlakar
Gimnazija Moste
Ljubljana, Slovenija
tina.mlakar@gmoste.si
wait until all stakeholders agree on a long-term strategy
POVZETEK regarding e-books in education.
V prispevku smo opisali uvajanje novosti s področja
knjižničarstva v okolje šolske knjižnice. Avtomatizirana KEYWORDS
sistemska sporočila kot takšna sicer niso novost, vendar so na Automation, applications, book locator, Cobiss Ela, Cobiss
novo vpeljana v našo šolsko knjižnico in so prinesla takojšno Lib, e-books, inventory, mInventura
izboljšanje pri rednem vračanju gradiva. Tudi pri inventuri smo
v preteklem šolskem letu uvedli novost in sicer uporabo
aplikacije mInventura, ki omogoča zajem inventarne številke 1 UVOD
preko mobilnega telefona, kar je pripomoglo k hitrejšemu Novosti s širšega področja knjižničarstva posegajo tudi v
odčitavanju gradiva. Vklop Lokatorja gradiva sicer zahteva kar šolske knjižnice. V preteklem šolskem letu smo pri delu v šolski
veliko dela s strani knjižničarja pri vnašanju podatkov a ko je knjižnici na Gimnaziji Moste uvedli kar nekaj novosti. Nekatere
enkrat vse vneseno, nam ni potrebno več nič dodajati, razen so pripomogle k lažjemu in hitrejšemu izvajanju postopkov in
sprememb, če karkoli premikamo v postavitvi knjižnice, kar pa morda niti niso tako več nove, smo jih pa letos prvič s pridom
se zgodi zelo redko ali pa gre le za spremembe v manjšem obsegu. koristili.
Nova programska oprema Cobiss Lib je sicer še v prehodnem
obdobju, vendar smo se v večini šolskih knjižnic že seznanili z
njo in jo tudi uporabljamo vzporedno s Cobiss3. Predstavljena 2 AVTOMATSKA SISTEMSKA SPOROČILA
platforma Cobiss Ela pa zaenkrat poraja še ogromno vprašanj Cobiss omogoča vnos e-poštnega naslova člana knjižnice, s
glede vključevanja šolskih knjižnic in bomo morali počakati, katerim se lahko uporabniki prijavijo v Cobiss+ ali na mobilno
dokler se vsi deležniki ne dogovorijo o dolgoročni strategiji glede verzijo mCobiss, kjer sami podaljšujejo in rezerviraj o gradivo.
e-knjig v šolstvu. Vnos e-poštnih naslovov poteka ročno, tako da uporabnika
odpremo in vtipkamo podatke. To se po navadi uporablja bolj za
KLJUČNE BESEDE popravljanje ali vnos novih naslovov, sicer pa koristimo paketni
Avtomatizacija, aplikacije, Cobiss Ela, Cobiss Lib, e-knjige, vnos preko exelove tabele. V tem načinu torej lahko vnesemo
inventura, lokator gradiva, mInventura veliko količino naslovov in drugih podatkov v le nekaj sekundah.
Ob paketnem vnosu program sam pošlje obvestilo uporabniku z
ABSTRACT več informacijami o nadaljnji nastavitvi gesla in prijavi v Mojo
We described how proffesional librarianship novelties are knjižnico. Ravno to je razlog, da sem ugotovila da je bolj
introduced into the environment of the school library. Automated smiselno vnašati vsak oddelek posebej in sicer tik pred uro
system messages as such are not a novelty, but they have been knjižnično informacijskega znanja. Na uri jim povem, da so
newly introduced in our school library and have brought an dobili e-pošto in že preverim neveljavne ali nove naslove, če kdo
immediate improvement in regular returns. In the past school morda ni dobil pošte. Nato pri uri vodimo dijake, da si nastavijo
year, we also introduced an innovation in the inventory, the use geslo in zakaj je to uporabno. Pri nas se dijaki rezervacije redko
of the mInventura application, which enables the capture of the poslužujejo, tudi podaljševanje največkrat opravijo z dogovorom
inventory number via a mobile phone, which helped to scan the pri knjižničarki.
inventory faster. Incorporating the Locator does require a lot of Prav tako vneseni e-poštni naslovi omogočajo dodatne opcije,
work on the part of the librarian when entering data, but once kot je avtomatsko obveščanje. Lahko povemo, da je bil učinek
everything is entered, we do not need to add anything, except for obvestil viden takoj, saj se dijaki redno oglasijo v knjižnici z
changes, if we move anything in the layout of the library, which vračilom gradiva, ki bi ga sicer pozabili vrniti dokler jih nismo k
happens very rarely or it is only changes on a smaller scale. The temu pisno ali osebno pozvali. Podobno ugotovitev glede porasta
new Cobiss Lib software is still in the transition period, but we podaljševanja gradiva so ugotovili tudi v drugih šolskih
have already familiarized ourselves with it in most school knjižnicah [1].
libraries and are also using it in parallel with Cobiss3. The Avtomatsko obveščanje smo na Gimnaziji Moste vklopili za
presented Cobiss Ela platform still raises a lot of questions vse vpisane dijake. Za zaposlene ta opcija ni vklopljena oz. je
regarding the inclusion of school libraries, and we will have to vklopljena le pri nekaterih testno. Vklop avtomatskega
obveščanja je sicer zelo preprost. Izberemo lahko več parametrov
avtomatskih sporočil, mi smo vklopili možnost avtomatskih
opomnikov sporočil o skoraj pretečenem roku izposoje. To
možnost najprej vklopimo znotraj segmenta »Izposoja« na
»Domači knjižnici«, alineja »Elektronsko obveščanje«, kar
prikazujeta sliki 1 in 2. Seveda lahko označimo tudi druga
avtomatska obvestila, ki jih želimo aktivirati za pošiljanje (o
poteku rezervacije, o prispelem rezerviranem gradivu, o
skorajšnjem opominu, o poteku članstva, ipd.
Slika 3: Izbira podatkov o članih
3 MINVENTURA
Letos nas je ponovno obiskalo leto v katerem je previdena
inventura, ki se izvaja na vsakih 5 let ali manj. Podvig, ki poleg
fizičnega pregleda polic zahteva tudi poznavanje zakonske
podlage [5]. Pri fizičnem delu so na Izum-u pripravili aplikacijo,
ki zadevo olajša. Aplikacija mInventura sedaj omogoča, da
Slika 1: Elektronsko obveščanje
pametni telefon uporabljamo namesto skenerja, saj kamera
zajame kodo inventarne številke in jo zabeleži. Aplikacija je res
preprosta, enostavno si jo naložimo na telefon, prijavimo se z
uporabniškim imenom in geslom, ki ga imamo odprtega pod našo
knjižnico in nato lahko že pričnemo s skeniranjem (prikaza na
sliki 4).
Slika 2: Izbor avtomatskih obvestil
Ko smo sistemsko uredili avtomatska sporočila, moramo to
možnost omogočiti tudi članom. V tem primeru lahko zopet
urejamo in vnašamo e-poštni naslov posamezno, preko kartice
odprtega člana. Lahko pa uporabimo paketno metodo za Slika 4: Aplikacija mInventura in primer odčitavanja
spreminjanje podatkov o članih [3], pri kateri je sedaj dodana
možnost spreminjanja nastavitev e-obveščanja (kot prikazuje Aplikacija je zelo dobrodošla, saj je odčitavanje s telefonom
slika 3). Torej podatke o članih najprej izvozimo, pri tem preprosto za uporabo, ne potrebujemo dodatnih skenerjev niti
izberemo podatek »Obv. o poteku roka izposoje – E-Pošta«. Nato prenosnikov, hkrati lahko odčitava več zaposlenih, ki jim
v Exel datoteki, ki jo program ustvari, vpišete pri tem podatku predhodno seveda uredimo dostope preko Izum portala
pri vseh članih številko »1«, to pomeni potrjevanje prejema Izobraževanje.
sporočil. Tako urejeno datoteko nato uvozimo in s tem so podatki Pri odčitavanju s telefoni smo opazili le eno slabost.
spremenjeni in obvestila omogočena. Seveda lahko hkrati Aplikacija namreč ne javlja izposojenega gradiva na polici (to
izberemo in urejamo več podatkov. vidimo šele naknadno po pregledu izpisov in moramo ponovno
poiskati gradivo, ki smo ga že imeli v rokah) enako je pri gradivu
s statusom izgubljeno ali odpisano. Z našega vidika izguba je to
časa, saj zahteva, da po pregledu seznamov ponovno iščemo to
gradivo na polici in bi si želeli v prihodnosti tudi to izboljšavo.
Kljub temu pa je inventura na ta način olajšana in tekoče deluje.
Pri nas smo inventuro izvedli v kombinaciji, torej uporaba
aplikcije mInventura in direktno odčitavanje s skenerjem v
okolju Cobiss3.
4 LOKATOR GRADIVA
Vzpostavitve Lokatorja gradiva smo se lotili predvsem, ker
nas je zanimalo kako poteka vnos v aplikacijo in končna uporaba.
Prav nas je zanimalo ali bo končni izdelek izboljšal uporabniško
izkušnjo dijakov, ter nenazadnje tudi pripomogel pri razlagi in
predstaviti uporabe knjižnice pri urah knjižnično informacijskih
znanj.
Aplikacijo sestavljata dva dela. Prvi je namenjen knjižnici oz.
knjižničarju, ki pripravi tloris prostora. Drugi del je namenjen
uporabniku, ki ob iskanju lahko izbere vizualni prikaz kje točno
se nahaja izbrano gradivo. V Lokator gradiva lahko vnašamo več
nadstropij, predvidevam, da bi lahko namesto nadstropij vnašali
tudi različne lokacije, če je šolska knjižnica razporejena v
različne prostore ali stavbe.
Aktivacija Lokatorja zahteva kar nekaj predpriprave in časa.
Najprej si je potrebno premeriti in zrisati prostor, površino tal, Slika 6: Dodatni vnosi starih UDK vrstilcev
vse police in druge elemente, ki jih bomo dodali ter sledenje
UDK po policah. V veliko pomoč je bil tloris knjižnice, ki smo Seveda smo te dodatne vnose preverili, kako delujejo v praksi.
ga pridobili pri hišniku, tako da so bile potrebne le meritve Spodaj je prikazano kako se izkaže takšna rešitev pri iskanju
velikosti polic. Velikost miz, stolov in rastlin je v aplikaciji gradiva s strani uporabnika (sliki 7 in 8).
dodeljena, ostale elemente lahko prilagajate. Vse osnovne
informacije glede uporabe aplikacije vnosa podatkov pridobimo
v navodilih, ki jih je pripravil IZUM [2]. Po izrisu tlorisa, polic
in ostalih elementov (prikaz na sliki 5) je potrebno vnašanje
podatkov na police, to so tisti podatki, ki bodo iskanje v
COBISS+ pravilno usmerili v 3D prikazu.
Slika 7: Omogočanje prikaza s staro UDK oznako
Slika 5: Vnos tlorisa in pohištva
UDK in interne oznake so tisti ključni podatki, na podlagi Slika 8: Prikaz z novo oznako UDK
katerih se bo kasneje aplikacija povezala z bazo COBISS+ za
V obeh primerih gre za avtorja s črko B in spada pod
prikaz iskanega gradiva. Pri nas se je pojavila težava, namreč v
slovensko leposlovje. Prvi ima številčni UDK »821.163.6-3«,
uporabi so nove UDK postavitve, še vedno pa so na velikem
drugi pa novejšo oznako, ki vsebuje tudi besedilni opis »82 slo.
številu gradiva dodeljeni stari UDK vrstilci. Sčasoma smo s
proza« . Če starega UDK nebi vnesli, gradivo poleg nebi
preizkušanjem aplikacije našli prehodno rešitev. V aplikacijo
prikazovalo ikono Lokatorja. S takšno rešitvijo pa je obeh
smo kot dodatni UDK dodali stari številčni UDK vrstilec k vsaki
primerih lokator povezan s COBISS+ in prikazuje pravo lokacijo
polici, kjer se takšno gradivo lahko nahaja. Torej na primeru
knjige tudi v 3D izrisu (slika 9).
leposlovja pri slovenski prozi smo na vse police vključila dodatni
UDK (prikaz na sliki 6).
Novo okolje je vizualno prenovljeno, čeprav je logika dela
zelo podobna, le da tu vidimo vse možnosti že odprte. Kot pri
vsaki novosti, nas tudi tu čaka obdobje izboljšav in nadgradnje
na podlagi izkušenj in uporabe aplikacije v praksi.
6 COBISS ELA
Da bo slovenski prostor dočakal uresničitev platforme, ki bi
združila vse založnike in ponudbo e-knjig za izposojo smo prvič
slišali na Cobiss dnevih decembra 2023, ki naj bi začela delovati
takoj pomladi. Junija 2024 je IZUM na online konferenci
Slika 9: Vizualni prikaz iskanja gradiva Novosti v knjižničarstvu podrobno predstavil novo platformo
imenovano Cobiss Ela [7]. Novomeška knjižnica Mirana Jarca je
5 COBISS LIB in vsebinsko pomoč, pripravili so tudi navodila za bralce pri nacionalna koordinatorka platforme in knjižnicam nudi poslovno
Še ena novost, ki smo jo v knjižnicah letos sprejemali različno, izposoji in namestitvi aplikacije [6]. IZUM pa je prevzel tehnično
saj je zaenkrat še v prehodnem obdobju in to je novo okolje podporo.
Cobiss Lib. Vse kar smo sedaj izvajali preko Cobiss3 »Platforma COBISS Ela omogoča celovit tokokrog e-knjige
programske opreme, se sedaj deli na dva segmenta, in sicer od založnika do bralca« [4]. Platforma namreč založnikom
Cobiss Cat in Cobiss Lib. Prvi je namenjen katalogizatorjem za omogoča dodajanje e-knjig v formatu ePUB, pri čemer vsaki e-
obdelavo gradiva, drugi pa zajema ostale funkcije, ki jih šolske knjigi posebej določi pogoje izposoje (število točk za izposojo,
knjižnice potrebujemo pri vsakdanjem delu [8]. Glavna novost je kar predstavlja vrednost posamezne izposoje in veljavnost
ta, da Cobiss Lib ne potrebuje namestitve vmesnika, ker je licence. Izposoja e-knjig že deluje in sicer imamo možnost branja
dostopen preko kar preko brskalnika. Torej v spustnem seznamu na osebnem računalniku in na pametnih telefonih oz. mobilnih
poiščemo našo šolo, nato pa se vpišemo z uporabniškim imenom napravah, tudi bralniki naj bi bili omogočeni. Uporabiti je
za vstop v pravo okolje in že lahko pričnemo z delom (prikazuje potrebno aplikacijo. V praksi je trenutno branje preko telefona
slika 10). ali druge mobilne naprave onemogočeno. Ta ukrep so izvedli
zaradi varnostnih očitkov uporabe aplikacije Cantook, zato bo
potrebna nadgradnja ali omogočanje nove aplikacije za odpiranje
datotek e-knjig. Projekt ima še kar nekaj težav, ki se nam zdijo
tako kot pri vsakem novem projektu, sploh tako obsežnem,
normalni in verjamemo, da bodo ovire sčasoma presežene.
Posodobitve in nadgradnje so objavljene na spletni strani
namenjeni bralcem https://www.cobiss.si/bralci/ela/, kjer je
IZUM dodal tudi pomoč v obliki video navodil.
Četudi Cobiss Ela ne deluje še s polno paro, se nam že poraja
vprašanje kako bo z e-knjiga v šolskih knjižnicah. Vse kar smo
uspeli izvedeti je, da za področje šolskih knjižnic zaenkrat
potekajo dogovarjanja z ministrstvom. V juniju 2024 je šolski
Bbiblos še vedno deloval, vendar je logična poteza, da bi v
naslednjem letu v šolskih knjižnicah omogočili vsaj domača
branja preko Cobiss Ela.
7 ZAKLJUČEK
Slika 10: Vstop v Cobiss Lib preko brskalnika V šolskih knjižnicah je torej kar nekaj možnih novosti, ki jih
uvajamo glede na potrebe in uporabo. V praksi so se nekatere
Izum je za pomoč knjižničarjev pripravil tudi navodila za delo zadeve pokazale kot zelo praktične npr. avtomatska sporočila, ki
v novi aplikaciji, predstavitvene posnetke, online izobraževanja, pripomorejo k rednemu vračanju izposojenega gradiva. Nekatere
ter anketo o uporabi in predlaganih izboljšavah. zadeve se sprva ne zdijo zelo uporabne v šolski knjižnici, to je
Pri delu s Cobiss Lib smo knjižničarju ugotovili in sporočili lokator gradiva, a je vzpostavitev vseeno smiselna, saj se zadeva
kar nekaj predlaganih optimizacij in prilagoditev, še vedno pa je lahko nadgradi in se uporabnost pokaže šele v prihodnjih letih.
zadeva prehodnem obdobju do konca novega leta, ko se stari Je pa tu potrebna vključitev v pouk, da se dijake nauči na to
program Cobiss3 preneha uporabljati. Kar nekaj komentarjev je možnost iskanja in prikazovanja kot pomoč pri samostojnem
prišlo na počasno odzivanje, najverjetneje zaradi obremenjenost iskanju gradiva, kar vidimo kot največjo dodano vrednost. V
mreže, prav tako so nekatere funkcije sedaj drugačne zato ker gre knjižnicah smo kar navajeni novosti, zato menimo, da se tudi
za brskalnik. Kljub temu se hitro lahko navadimo delu v novem nove programske opreme kaj hitro privadijo in predlagamo
okolju, je pa res, da je potrebnih več klikov za ukaze in za vnos izboljšave iz prakse. V prihodnosti pričakujemo predvsem
podatkov. novosti in spremembe na področju e-knjig.
LITERATURA IN VIRI
[1] Česen Šink, Tadeja. 2024. Tudi v šolskih knjižnicah lahko člani preko
Cobiss+ podaljšujejo in rezervirajo gradivo. Dostopno na naslovu
https://knjiznicarske-novice.si/tudi-v-solskih-knjiznicah-lahko-clani-
preko-cobiss-podaljsujejo-in-rezervirajo-
gradivo/?utm_medium=email&utm_source=newsletter_1445&utm_cam
paign=nova-welcome-to-nuk&utm_id=1445 (14. 8. 2024)
[2] Institut informacijskih znanosti IZUM. 2022. Navodila za uporabo
aplikacije Lokator gradiva. Dostopno na naslovu:
https://home.izum.si/izum/e-prirocniki/COBISS-
plus/Navodila_za_uporabo_aplikacije_Lokator_gradiva.pdf (14. 8. 2024)
[3] Institut informacijskih znanosti IZUM, 2022. Videoposnetek Paketni vpis
E-naslova za e-obveščanje. Dostopno na naslovu
https://www.youtube.com/watch?v=1AsezT9T_GA&list=PLeBQsIfZEz
UMwkG857vqKdB_T_aGxf1X1&index=17 (14.8.2024)
[4] Institut informacijskih znanosti IZUM, 2024. Cobiss Ela. Dostopno na
naslovu: https://www.cobiss.si/bralci/ela/ (14. 8. 2024)
[5] Jesih Šterbenc, Katarina. 2023. Inventura v šolski knjižnici – primer dobre
prakse. Dostopno na naslovu: https://knjiznicarske-novice.si/inventura-v-
solski-knjiznici-primer-dobre-prakse/ (14. 8. 2024)
[6] Knjižnica Mirana Jarca, 2024. Nova prva javna platforma za izposojo e-
knjig. Dostopno na naslovu:
https://www.nm.sik.si/si/aktualno/detajl/?id=5651 (14. 8. 2024)
[7] Narodna in univerzitetna knjižnica, 2024. Novosti v knjižničarstvu.
Predstavitev platforme Cobiss Ela za izposojo e-knjig. Dostopno na
naslovu:
https://www.youtube.com/watch?v=iOEor8UxuJQ&list=PLEGos7sOX-
2GdE505kpRa5hbRZW4iNxCA&index=4 (14. 8. 2024)
[8] Stoviček, Jerneja. 2023. Nova programska oprema Cobiss Lib. Dostopno
na naslovu: https://knjiznicarske-novice.si/nova-programska-oprema-
cobiss-lib/ (14. 8. 2024)
Odkrivanje naravoslovnih konceptov skozi igro:
Kombinacija tradicionalnih in digitalnih metod v vrtcu
Discovering Science Concepts through Play: A Combination of
Traditional and Digital Methods in Kindergarten
Renata Mlinar
Vrtec Litija,
Litija, Slovenija
renata.mlinar@vrtec-litija.si
POVZETEK KEYWORDS
Digitalna tehnologija ima številne pozitivne učinke na Preschool children, digital technology, new approaches, early
vzgojno-izobraževalni proces v vrtcu, kjer postaja nepogrešljiv science, safe use of the Internet, creativity, children's motivation,
pripomoček pri raziskovalnem delu z otroki. Varna in digital literacy
premišljena raba interneta, računalnika, pametnega telefona,
fotoaparata in projektorja omogoča vzgojiteljem boljšo
motivacijo otrok ter spodbujanje njihovega zanimanja za 1 UVOD
odkrivanje novih vsebin. Digitalna tehnologija je postala del našega življenja. Na nek
V vrtcu prepoznavamo več prednosti uporabe digitalne način nas spremlja in v veliki meri pomaga pri naših opravilih v
tehnologije. Otroci so naravno radovedni in tehnologija lahko to prostem času in v službi. Tako je tudi v vrtcu nepogrešljiva pri
radovednost še dodatno spodbudi. Zelo pomembno je zagotoviti izvedbi mnogih nalog. Če primerjam delo pred nekaj leti in sedaj,
uravnotežen pristop k digitalnim aktivnostim. S skupinskim si ga sedaj zelo težko predstavljam brez digitalne tehnologije.
delom na projektih, kjer otroci uporabljajo različne digitalne Digitalni pripomočki, kot so fotoaparat, računalnik, mobilni
naprave, se učijo sodelovanja, komunikacije in reševanja telefon in projektor, so nepogrešljivi pripomočki, ki nam
problemov. Internet je bogat vir informacij, ki jih lahko vzgojiteljem pomagajo pri ustvarjanju spodbudnega učnega
vzgojitelji uporabimo za razširitev učnih vsebin. V prispevku okolja v vrtcu. V Kurikulu, ki je naš nacionalni dokument,
bom opisala varno rabo digitalne tehnologije v vrtcu, povezano s imamo zapisane cilje - le te uresničujemo na različne načine.
tradicionalnimi načini podajanja znanja. Iščemo zanimive in spodbudne teme, v načrtovanje vključimo
ideje otrok. Odprtost Kurikula zahteva avtonomnega
KLJUČNE BESEDE strokovnega delavca, ki zna ustvarjati spodbudno učno vzgojno
Predšolski otroci, digitalna tehnologija, novi pristopi, zgodnje okolje, v katero spada tudi smiselna uporaba digitalne
naravoslovje, varna raba interneta, kreativnost, motivacija otrok, tehnologije.[1]
digitalna pismenost
ABSTRACT 2 PREDŠOLSKI OTROCI V DIGITALNI DOBI Digital technology has many positive effects on the
educational process in kindergarten where it is becoming an Otroci v digitalni dobi imajo drugačne potrebe, kot so jih
indispensable tool in research work with children. The safe and imeli pred leti, ko se je tehnologija začela razvijati. Naša naloga
thoughtful use of the internet, computers, smartphone, cameras je, da otroke vzgajamo v duhu digitalnega napredka in jim
and projector enables educators to better motivate children and pomagamo izbrati dobro od slabega. Vsak otrok mora imeti stik
stimulate their interest in discovering new content. s tehnologijo, pomembno je le, v kolikšni meri mu bomo to
In kindergarten, we recognize several advantages of using dopustili. Postaviti moramo meje. Mediji imajo pomembno
digital technology. Children are naturally curious, and vlogo v življenju otroka, vendar ne morejo razviti zaupanja,
technology can further encourage that curiosity. It is very navezanosti, veselja in odkrivanja pravljičnih svetov, saj se vse
important to ensure a balanced approach to digital activities. to lahko pojavi le ob komunikaciji med dvema osebama. [2]
Group work on projects where children use different digital Otroke moramo usmerjati v uporabo digitalne tehnologije v učne
devices teaches them cooperation, communication and problem namene, ne le zgolj zabavne. Digitalna tehnologija nam nudi
solving. The internet is a rich source of information that širok spekter pripomočkov, ki jih moramo uporabiti in izkoristiti
educators can use to expand learning content. In this paper, I will v namene izobraževanja otrok. Nemalokrat se pri otrocih poraja
describe the safe use of digital technology in kindergarten, kakšno vprašanje, na katerega nimamo primernega odgovora. V
connected with traditional ways of imparting knowledge. takšnem primeru ni nič narobe, če otrokom odkrito povemo, da
odgovora ne poznamo. Lahko jih spodbudimo k razmišljanju, kaj 3.2 IZDELAVA PLAKATA
naj v takšnem primeru naredimo. V večini primerov otroci O vsem, kar so videli na posnetku, smo se pogovorili in predlagajo, da pobrskamo po internetu. Takšna vprašanja lahko izdelali plakat z značilnostmi vode, ki so jih že poznali (slika 2). privedejo do izvedbe raziskovalnih nalog, v katerih otroci z Otroci potrebujejo zelo konkretno razlago, zato sem se odločila, veseljem sodelujejo, ker so bili s svojim vprašanjem pobudniki da vsa agregatna stanja vode spoznajo s pomočjo preprostih raziskovalne teme. Delam v skupini otrok, starih od 2-6 let. naravoslovnih eksperimentov. Skupina te starosti je z vzgojnega vidika zelo zahtevna, tako pri
načrtovanju vzgojnega dela, kot pri izvedbi dejavnosti. Smo zelo
povezani in delujemo kot družina, starejši pomagajo mlajšim,
mlajši se učijo od starejših in hitreje pridobivajo na samostojnosti.
Kljub razlikam v starosti smo se lotili kar nekaj raziskovalnih
nalog, v katere smo vključili tudi uporabo digitalne tehnologije.
Pri načrtovanju sem sledila ciljem iz Kurikula in upoštevala
vzgojna načela.
3 AKTIVNOSTI OTROK
Opisala bom primer raziskovalne naloge, kjer so otroci preko
aktivnega sodelovanja spoznavali naravne zakonitosti in se
seznanili z uporabo digitalnih pripomočkov.
3.1 IZDELOVANJE OPTIČNIH IGRAČ-
SLIKOFRCEV
V vrtcu smo imeli predstavitev zavoda Vizo, ki se ukvarja s
filmsko vzgojo v vrtcih. Skupaj z otroki so izdelali optične Slika 2: Plakat-značilnosti vode
igrače-slikofrce in predstavili, kako posnamemo enostaven film.
Starejšim otrokom je bila vsebina zanimiva, zato so si želeli 3.3 POSKUS IZHLAPEVANJA VODE
izdelati več slikofrcev, s pomočjo katerih so predmeti na sličicah Vse, kar smo zapisali na plakat, so tudi preizkusili. Izvedli so
oživeli (slika 1). Naslednji dan je padal dež. Ena izmed deklic v poskus izhlapevanja vode, tako da so merili lužo in jo opazovali,
moji skupini je tiho opazovala dežne kapljice in me vprašala, kako se suši. Isti poskus so naredili tudi z vodo, ki so jo postavili
zakaj pada dež. To vprašanje je bilo naše izhodišče za začetek na teraso. V dva enaka kozarca so natočili vodo in označili nivo
raziskovalne naloge. Nekaj otrok, ki so slišali dekličino vode. Enega so zaprli s plastično folijo, drugega so pustili
vprašanje, je začelo podajati odgovore. Vprašala sem jih, če vedo, odprtega (slika 3). Poskus je trajal nekaj dni. Na plastični foliji
kako in zakaj pada dež na zemljo in kaj se s to vodo zgodi. so se nabrale kapljice, na odprtem kozarcu pa je bil nivo vode
Odgovori otrok so bili zelo zanimivi, vseeno pa smo si skupaj nižji. Vse to so otroci že predvideli, ker so nekaj dni prej
ogledali zelo nazoren posnetek o skrbi za čisto vodo in kroženje opazovali lužo in znali razložiti, da je s pomočjo sonca voda
vode v naravi, ki smo ga poiskali na internetu [2]. izhlapela (slika 4).
Slika 1: Igra s slikofrci
Slika 3: Izhlapevanje vode v kozarcu
Slika 4: Merjenje luž
Slika 6: Risanje z ledom, opazovanje taljenja ledu.
3.4 POSKUS ZMRZOVANJA VODE
3.5 POSKUS IZPAREVANJA VODE
odgovorili, da nastane led. Seveda so tudi to preizkusili. Vodo so izparevanja vode. V večjo posodo s steklenim pokrovom smo nalili vodo in jo zavreli. Otroci so lahko opazili paro, ki se je natočili v vrečke za izdelovanje ledenih kock in v dva lončka, nabirala na steni pokrovke (slika 7). Naslednji dan, ko se je vse enega so pustili odprtega, drugega so zaprli. Ugotovili so, da zgodi z vodo, če jo damo v zmrzovalnik. Vsi starejši otroci so Z njimi sem izvedla tudi tako imenovan »umetni dež« poskus Za četrto, trdno agregatno stanje, sem otroke vprašala, kaj se
ohladilo, so kapljice, ki so se nabrale na pokrovu, kapljale dol kot
voda zmrzne enako v zaprtem, kot odprtem lončku (slika 5). Z
dež.
ledenimi kockami so nato risali po toplih tleh in opazovali
taljenje ledu (slika 6).
Slika 7: Izparevanje vode-umetni dež.
S pomočjo eksperimentov in filma o kapljici so otroci
razumeli, da voda v naravi kroži. Odločili so se, da skupaj
napišemo zgodbo o kapljici vode. Zgodba je nastajala nekaj dni
v jutranjem bralnem kotičku. Najprej so izbrali ime glavne
Slika 5: Poskus zmrzovanja vode. zanimive ideje, v ospredju je bilo vseskozi kroženje vode. V junakinje kapljice-Plavka,ki je živela v močvirju. Nastajale so
pogovoru sem otroke vodila z vprašanji odprtega tipa. Vse
njihove odgovore sem zapisala. Kapljica Plavka je potovala po
vseh mogočih krajih in nastala je zgodba, na katero so bili zelo
ponosni. Naslov so ji dali Plavkino potovanje.
3.6 umirjeni. Starejši otroci so s tehniko risanja s črnim flomastrom Zgodba: PLAVKINO POTOVANJE
(AVTORJI: otroci skupine Metulji in in barvanja s flomastri narisali vse like in predmete iz zgodbe
vzgojiteljica Renata Mlinar) (slika 9). Jaz sem jih izrezala. Potrebovali smo več kosov enake
figure, zato so bili otroci zelo zaposleni in ustvarjanje je trajalo
Kapljica Plavka je živela v močvirju. Tam je živela tudi več dni.
žabica Regica. Rada je regala in skakala iz lokvanja na lokvanj
in tam srečala prijateljico Plavko. »Skoraj si me pohodila!«
»Oprosti. Nisem te videla.« Žabica je bila osamljena in se je zelo
rada igrala s Plavko. Nekega dne pa je močno sijalo sonce in
posušilo kapljico. Z meglico je odšla do oblakov, kjer je spoznala
veliko prijateljic kapljic. Spoznala je tudi dva glasna moža –
Bliska in Groma. Začelo jo je zelo hladiti, ropotalo in bobnelo je.
Začelo je deževati. Plavka je padla na rito v ledeno deželo, kjer
je srečala pingvine. Bila je zelo vesela. Spomnila se je na
pesmico »Si že videl kdaj, pingvine piti čaj« in jih to pesem tudi
naučila. Pingvini so bili zelo veseli in so Plavko spravili v iglu.
Tam se je spremenila v led. V deželo pingvinov so prišli tudi
ribiči, ki so potrebovali led za ribe. Prišli so do pingvinov in jih
vprašali: » Nam odstopite malo ledu?« »Seveda.« Dali so jim kos
ledu v katerem je bila Plavka. Odnesli so ga na ribiško ladjo. Led
so zdrobili na koščke in ga posuli po ribah. Ladja je priplula v
Afriko, kjer je zeloooo vroče. Ribe so odpeljali na tržnico. Sonce
je močno sijalo in Plavka se je zopet stopila. Odpotovala je nazaj
v oblake k prijateljicam kapljicam. Skupaj so se veselile, da bodo
kmalu zopet odšle na potovanje proti zemlji.
3.7 PRIPRAVA MATERIALA ZA FILM Slika 9: Risanje likov za film
Preko vseh poskusov, ki so jih izvedli in s pomočjo zgodbe o
kapljici so otroci pridobili veliko znanja. To znanje so povezali s Ko je bil ves material za film pripravljen, so otroci pričeli s
predstavljeno animacijo zavoda Vizo. Odločili smo se, da polaganjem sličic po vsebini zgodbe in fotografirali vsak prizor
zgodbo oživimo. Spomnila sem jih na gibljive slike-slikofrce in (slika 10). Pri tem sem jim pomagala, kadar je bilo potrebno. Pri
animacijo s sličicami. Razdelili smo si delo. Mlajši otroci so s rokovanju s fotoaparatom so bili zelo spretni.
pomočjo odraslega pripravili podlago -mlako.
Slika 8: Ustvarjanje-osnova za pripravo animacije Slika 10: Polaganje sličic, fotografiranje
Uporabili so akvarelne barve. S tehniko odtiskovanja s Možnost fotografiranja sem omogočila vsem starejšim
penasto gobico so ustvarili mlako, senčili so jo s temnejšimi otrokom. Pokazala sem jim, kako fotografijo oblikujemo, jo
odtenki modre barve (slika 8). Dodali so še nekaj mivke in s tem povečamo, zmanjšamo. Ob tem so pridobivali izkušnje z
ustvarili plastičnost. Pri tem so zelo uživali, bili so vztrajni in upravljanjem miške (slika 11).
svoje delo in trud, kar pomembno vpliva na njihov osebnostni
razvoj.
Vse te aktivnosti dokazujejo, da lahko digitalna tehnologija,
če je pravilno uporabljena, pomembno prispeva k izobraževanju
in razvoju predšolskih otrok in jih hkrati pripravlja na digitalno
pismenost, ki je vse bolj pomembna v sodobnem svetu.
LITERATURA
[1] Smernice za uporabo digitalne tehnologije v vrtcu, ZRSŠ 2021, dostopno
na naslovu: https://www.zrss.si/pdf/DTsmernice_vrtci.pdf
[2] Predšolski otrok v digitalni dobi (Jurka Lepičnik in Maja Hmelak) 2022
Lepši svet-kroženje vode(animacija): https://youtu.be/e8x4AXYpiI0
Slika 11: Urejanje fotografij z računalniško miško
Kar nekaj otrok je imelo težave pri manipulaciji z miško. Ob
večkratni uporabi se je stanje izboljšalo. Nastale so odlične
fotografije, ki smo jih vstavili v program Stop motion in zgodba
o kapljici Plavki je oživela.
4 ZAKLJUČEK
Dejavnosti z uporabo digitalne tehnologije so predšolskim
otrokom zelo vabljive, zato jih je pomembno usmerjati k smiselni
a omejeni uporabi. Popolna prepoved ni primerna, saj lahko
tehnologijo koristno vključimo v izobraževalne procese.
Digitalni pripomočki, kot so računalniki in fotoaparati,
pritegnejo otroke z visokim nivojem koncentracije in pozornosti,
saj vključujejo več čutil hkrati. Z uporabo tehnologije lahko
izobraževalne teme nadgradimo in naredimo bolj privlačne.
Skozi temo naravoslovja so otroci razvijali medsebojno
komunikacijo in komunikacijo z odraslimi ter s tem izboljšali
skupinsko povezanost. Naučili so se poslušati in spoštovati
vrstnike, kar je ključnega pomena za njihov socialni razvoj.
Pri ustvarjalnih dejavnostih so krepili svoj besedni zaklad in
domišljijo. Ena izmed uspešnih aktivnosti je bila izdelava poučne
zgodbe, kjer so otroci uporabili različne likovne tehnike za
upodobitev živali in predmetov, ki so jih nato vključili v nastanek
filma. Pri tem so sodelovali vsi otroci, od najmlajših do
najstarejših. Pridobili so občutek pripadnosti skupini in uspeh pri
doseganju skupnega cilja.
Zelo učinkovit pristop pri pridobivanju novega znanja in
veščin so bili naravoslovni eksperimenti, ki so jih izvajali.
Pridobili so sposobnost samostojne razlage enostavnega kroženja
vode v naravi. Naučili so se rokovanja z računalniško miško in
osnov urejanja fotografij. Ob teh aktivnostih so bili visoko
motivirani ter miselno in fizično aktivni. Razvijali so
koordinacijo oko-roka-ekran in akomodacijo oči. Spoznali so
osnove snemanja filma, dejavnost, ki jo bodo lahko še naprej
razvijali. Ponosni so bili na svoje izdelke, okrepili svojo
samozavest in občutek, da jim je uspelo. Naučili so se vrednotiti
Stolp v Pisi z vidika likovne umetnosti, matematike in
informatike
The Tower of Pisa from the Perspective of Visual Arts,
Mathematics, and Ccomputer Science
Alenka Močnik
Srednja šola Veno Pilon Ajdovščina
Cesta 5. maja 12,
Ajdovščina, Slovenija
alenka.mocnik@ss-venopilon.si
the degree of the tower's tilt or predict when it would collapse
POVZETEK without proper restoration. We utilized appropriate technology to
Že vrsto let na Srednji šoli Veno Pilon Ajdovščina v 1. facilitate the work. Later, in visual arts, the students created
letnikih gimnazijskega programa izvajamo ekskurzijo v Piso in models of the Leaning Tower of Pisa and made animations of the
Firence. Arhitekturno in zgodovinsko zelo pomembni mesti smo tower's construction.
poleg likovne umetnosti dijakom predstavili še z matematičnega
vidika ter pri tem vključili pridobljena znanja iz informatike. KEYWORDS
Stolp v Pisi so gradili med 12. in 14. stoletjem, vendar se je zaradi Digital literacy, information and communication technology,
mehkega terena skozi celotno fazo gradnje nagibal. Kasneje so informatics, fine art, mathematics, interdisciplinary course,
ga ustrezno utrdili in s tem preprečili, da bi se porušil. Dijaki so mathematical modeling
na terenu spoznali zgodovinsko in likovno ozadje stolpa ter se
preizkusili v fotografiji. Pri pouku matematike pa smo narisali
graf nagnjenosti stolpa v odvisnosti od leta ter zapisali ustrezno 1 UVOD
prilagoditveno funkcijo. Zapisali smo najustreznejši Medpredmetno in timsko poučevanje učiteljem predstavlja
matematični model in tako npr. odčitali za koliko stopinj je stolp velik izziv. Poleg iskanja idej za predstavitev snovi na drugačen,
nagnjen ali kdaj bi se brez ustrezne sanacije podrl. Pri izvedbi avtentičen način, je tovrsten pristop vsakič inovativen. Povezati
smo se posluževali ustrezne tehnologije, ki nam je delo olajšala. se s predmeti, ki se zdijo sprva nezdružljivi in kjer se zdi, da je
Kasneje so dijaki pri likovni umetnosti izdelovali modele nemogoče poiskati skupni imenovalec zato zahteva podrobnejšo
poševnega stolpa v Pisi ter ustvarjali animacije izgradnje stolpa. organizacijsko in dobro snovno pripravo.
V 1. letniku gimnazijskega programa dijaki običajno obiščejo
KLJUČNE BESEDE Firence in Piso z namenom spoznati arhitekturno in kulturno
Digitalna dediščino. Pri pouku likovne umetnosti se dijaki seznanijo z pismenost, informacijsko-komunikacijska
tehnologija, informatika, likovna umetnost, matematika, zgodovinskim ozadjem ter umetniškim pomenom toskanskih
medpredmetna povezava, matematično modeliranje mest. S profesorico likovne umetnosti Damjano Plešnar in
profesorico informatike Urško Kompara Žvokelj smo želele, da
ABSTRACT so še posebej pozorni na poševni stolp v Pisi. Dijaki so imeli
For many years, at Veno Pilon Hight School in Ajdovščina, nalogo, da fotografirajo stolp iz različnih zornih kotov in pri tem
we have been organizing an excursion to Pisa and Florence for upoštevajo osnovna načela in pravila fotografijo. Fotografije smo
to the students from a mathematical viewpoint, incorporating dinamično geometrijo in za risanje grafov, in sicer prosto dostopna programa GeoGebra in Graph. Kasneje so pri likovni their knowledge of computer science. The Tower of Pisa was umetnosti ter informatiki ustvarjali animacije gradnje stolpa v constructed between the 12th and 14th centuries, but due to soft Pisi s pomočjo aplikacije StopMotion Studio. ground, it leaned throughout the entire construction phase. Later, Dijaki so na ta način pridobili nova znanja, tudi v kontekstu it was appropriately reinforced to prevent it from collapsing. On- vseživljenjskega učenja. Tak način dela ima tudi močan site, the students learned about the historical and artistic introducing these architecturally and historically significant ustrezen model za prilagoditveno funkcijo, ki opisuje nagnjenost stolpa v odvisnosti od leta. Dijaki so uporabili programe za cities from the perspective of visual arts, we also presented them first-year students of the gymnasium program. In addition to potem uporabili za matematično modeliranje, saj smo iskali
background of the tower and practiced photography. In math motivacijski učinek, saj dijakom predstavimo neko snov
class, we drew a graph showing the tower's inclination over time multiperspektivno.
and derived the corresponding regression function. We identified Drugo in tretje poglavje sta povzeti po [7].
the most suitable mathematical model to, for instance, determine
2 Z medpredmetnim sodelovanjem omogočimo, da zadane cilje MEDPREDMETNO POUČEVANJE
2007) sta tudi povezovanje predmetov in disciplin ter holističnih Med načeli in cilji posodabljanja učnih načrtov (Smernice, dosežemo lažje, saj jih posamezen profesor v okviru svojega predmeta ne more doseči tako dobro in poglobljeno, kot kadar sodeluje s profesorjem drugega predmetnega področja. Tovrsten pristop učenja in poučevanja. Martin-Kneip, Fiege in Soodak način dela poveča motivacijo, izboljša komunikacijo ter (1955) opredeljujejo medpredmetno povezovanje kot primer omogoča rast na profesionalnem področju, saj s tem sodelujoči holističnega učenja in poučevanja, ki kaže realen interaktiven razširi in poglobi lastno znanje. svet, njegovo kompleksnost, odpravlja meje med posameznimi
disciplinami in podpira načelo, da je vse znanje povezano.
Medpredmetno povezovanje ne pomeni le razvijanja 3 MATEMATIČNO MODELIRANJE konceptualnega povezovanja (povezovanje sorodnih pojmov pri
različnih predmetih), ampak razvija pri učencih tudi generične Modeliranje pomeni konstruirati strukturo ali teorijo, ki
veščine, ki so neodvisne od vsebine in so uporabne v različnih vključuje lastnosti objekta, sistema ali procesa. Model
okoliščinah (npr. kritično mišljenje, obdelava podatkov, uporaba reprezentira fizično ali abstraktno situacijo (Abrams, 2001).
IKT…). Matematično modeliranje pomeni prevesti situacijo iz resničnega
Dejavnosti, povezane z medpredmetnim povezovanjem, sveta v matematični jezik (model).
vodijo k doseganju kompleksnih znanj in h kompleksnim V raziskavi PISA 2006 (Repež, A., Straus, M., 2008) je
pričakovanim modeliranje opredeljeno kot: » Prenos realnosti v (matematični) rezultatom. Medpredmetne povezave
uresničujemo in izvajamo na različnih ravneh in z različnimi svet, interpretacija modelov v smislu skladnosti z realnostjo, delo
cilji: z modelom, vrednotenje, analiziranje in kritika modela,
a) posredovanje podatkov o modelu ter spremljanje in Na ravni vsebin: obravnava oz. reševanje
interdisciplinarnih problemov. Pri teh dejavnostih uporabljamo nadzorovanje procesov modeliranja.«
specifična znanja posameznih disciplin in tudi generične veščine Matematični modeli poskušajo dati posnetek pomembnih
in spretnosti, ki predstavljajo aplikacijo specifičnega znanja na značilnosti dejanskega stanja situacije, objekta ali procesa v
avtentične probleme. matematičnem jeziku. Pri sestavljanju matematičnega modela
b) upoštevamo fizikalne ali katere druge zakone, npr. v Na ravni procesnih znanj: učenje in uporaba procesnih
znanj (npr. iskanje virov, oblikovanje poročila ali miselnega družboslovju.
vzorca, govorni nastop, delo v skupini,…). Matematično modeliranje je primer celostnega učenja pri
c) pouku matematike. Predstavlja razvoj problemskih znanj ter Na konceptualni ravni: obravnava pojmov iz različnih
predmetnih perspektiv z namenom poglabljanja in razumevanja reševanje problemskih situacij na eni stani, ter bogati vsebinska
(npr. naravna rast pri biologiji v povezavi z eksponentno funkcijo znanja na drugi strani. V tematskih sklopih kot je pojem funkcije
pri matematiki, eksponentno pojemanje v povezavi z upadanjem ali področje statistike ter obdelave podatkov je nepogrešljiv
vrednosti dobrin na trgu idr.). Primeri naj bodo kot pomembni gradnik, kjer teoretična znanja podkrepimo z uporabo različne
zgledi, ki so namenjeni razumevanje matematike in osmišljanju informacijsko-komunikacijske tehnologije. Hkrati lahko
matematičnih vsebin. vključujemo tudi kontekste drugih področij (npr. naravoslovnih
in družbenih).
Pri tovrstnih dejavnostih dijaki pridobivajo izkušnje in se Glavne faze modeliranja:
učijo matematike ter tudi generičnih znanj, ki naj bi se v končni 1. seznanjanja s problemom (uvid v problem),
fazi kazala kot kompleksni pričakovani rezultati, kot npr., da 2. oblikovanje predpostavk in matematična formulacija
dijaki: (prevajanje realističnih situacij v matematični kontekst/problem,
- analiziranje in razumevanje situacije, postavitev predpostavk, prepoznajo vlogo in pomen matematike in drugih
disciplin v realnih situacijah in se učijo matematiziranja; določanje povezav med spremenljivkami idr.),
- 3. postavitev modela (zapis funkcije, formule, postavitev uporabljajo matematiko v matematičnih kontekstih in
v realnih situacijah, geometrijskega modela idr.),
- 4. ugotavljanje veljavnosti modela (z vidika matematike modelirajo, primerjajo modele ter rezultate različnih
modelov in interpretirajo njihove rešitve z vidika matematike in in realistične situacije),
realnih situacij idr. 5. uporaba in interpretacija modela (interpretacija rešitev
z vidika matematike in realistične situacije, primerjava med
Didaktični vidiki medpredmetnega povezovanja iz modeli).
perspektive matematike:
- obravnavati matematične pojme iz različnih 4 IZVEDBA DEJAVNOST
predmetnih perspektiv;
- Naš projekt medpredmetnega povezovanja se je pričel, ko prepoznati matematični kontekst v realnih situacijah in
modelirati; smo z dijaki 1. letnika gimnazijskega programa obiskali
- svetovno znan poševni stolp v Pisi (slika 1). Stolp je bil zgrajen reševati interdisciplinarne probleme in matematizirati;
- med 12. in 14. stoletjem in je prvotno služil kot zvonik za razvijati uporabo IKT kot možnosti za razvoj
matematičnega znanja ter kot podporo pri učenju in poučevanju; sosednjo katedralo. Zaradi mehkega terena se je nagibal skozi
- celotno fazo gradnje, zaradi skrbi, da bi se porušil, so razvijati generične veščine in spretnosti.
strokovnjaki začeli meriti njegovo nagnjenost.
V nadaljevanju učne ure so dijaki samostojno reševali učni
list na temo modeliranja z linearno funkcijo. Podane podatke
nagnjenosti stolpa v danem letu, so vnašali v tabelo in kasneje
poiskali ustrezni model. Po končanem samostojnem
raziskovanju so bili podatki prikazani še na interaktivni tabli, kjer
smo skupaj z dijaki poiskali ustrezno prilagoditveno funkcijo še
s pomočjo programa Graph. Dijaki dobljeni predpis primerjajo s
tistim, ki so ga izpeljali sami s svojimi izračuni. Pri zadnjem delu
izvedbe dijaki uporabijo svoje pametne telefone ali tablične
računalnike ter program GeoGebra (slika 3). Ta del tako deluje
na dijake motivacijsko, saj svoje predpise linearne funkcije
primerjajo s tisto, ki jo izpiše program. Nalogo lahko rešujejo
dijaki samostojno ali pa v parih oziroma skupinsko in na ta način
krepimo socialne ter tudi digitalne kompetenca, in sicer
prepoznavanje potreb in problemov, reševanje konceptualnih
problemov in problemskih situacij v digitalnih okoljih. V tem
Slika 1: Obisk Pise. delu so bile uporabljene digitalne kompetence, in sicer reševanje
konceptualnih problemov in problemskih situacij v digitalnih
Med ogledi znamenitosti so se dijaki preizkusili v fotografiji okoljih ter vključeni naslednji cilji, kjer dijaki:
s pametnim telefonom. V pomoč so jim bili nasveti - modelirajo primere iz vsakdanjega življenja z linearno
profesoricUrške Kompara Žvokelj o kompoziciji, svetlobi in funkcijo,
obdelavi fotografij, ki so jih osvojili pri pouku informatike. - presojajo o veljavnosti modela,
Ustvarjanje in urejanje digitalnih vsebin ter umetniško izražanje - kritično interpretirajo rezultate,
z uporabo digitalnih sredstev so bile tiste digitalne kompetence, - razvijajo kritični odnos do informacij oziroma
ki so jih dijaki pridobili v tem delu dejavnosti. Cilji, ki so bili pri podatkov.
tem vključeni so bili, da dijaki:
- spoznajo osnovna načela in pravila fotografije (pravilo
tretjin, ostrenje in optimizacija osvetlitve …),
- samostojno pregledajo nastavitve svojega pametnega
telefona (znajo vključiti mrežo, način HDR …),
- samostojno prenesejo aplikacije za obdelavo fotografij
s spletne trgovine aplikacij,
- posnamejo fotografije na izbrano temo in jih
posredujejo učitelju prek spletnega okolja MS Teams.
Dejavnost smo nadaljevali pri pouku matematike, ko smo
obujali spomine na potepanje po znamenitih toskanskih mestih.
Zgodovinska dejstva in zanimiva arhitekturna spoznanja o
poševnem stolpu v Pisi smo želeli nadgraditi z matematičnimi Slika 3: Uporaba pametnih telefonov.
modeli. Kljub temu, da je stolp trenutno utrjen, nas je zanimalo
za koliko je nagnjen in kako se je nagibal skozi leta. Pričeli smo Dijaki so pri likovni umetnosti s profesorico Damjano Plešnar
s frontalnim prikazom nagnjenosti stolpa na interaktivni tabli s izdelovali modele poševnega stolpa v Pisi, kar zahteva velik
pomočjo odprtokodnega programa GeoGebra (slika 2). S nabor sposobnosti in spretnosti, med drugim tudi prostorsko
pomočjo orodij in fotografije stolpa smo določili za koliko vizualizacijo, ki je bistvenega pomena za matematično pismenost.
stopinj je stolp nagnjen. Dijaki so primer reševali vsak na svojem Pri tej dejavnosti smo uporabili predstavitev pojmov z modeli, ki
telefonu s pomočjo istoimenske aplikacije. je eden od dejavnosti izkustvenega učenja.
Če je fotografija umetnost, ki ujame trenutek in ga naredi
večnega, pa je animacija tehnika, ki ustvari iluzijo gibanja in
oživi predmete. Naše sodelovanje se je tako nadaljevalo z
izdelavo animacije poševnega stolpa v Pisi z različnimi
likovnimi pristopi na slikovnem polju ali v prostoru.
Konstrukcija stolpa je nastajala z rezanjem papirja ter čipke,
oblikovanjem gline in risanjem. Dijaki in dijakinje so s pomočjo
pametnih telefonov in aplikacije StopMotion Studio izdelali
krajše videoposnetke.
Dijaki pri tem usvajajo naslednje cilje:
- samostojno prenesejo aplikacijo s spletne trgovine
aplikacij,
Slika 2: Razlaga s pomočjo interaktivne table. Motion Studio, - spoznajo osnovne ukaze pri delu z aplikacijo Stop
- izdelajo animacijo v prilagojenih pogojih dela,
- z animacijo učinkovito prikažejo primer,
- uspešno izvozijo ustvarjeno animacijo na pametni
telefon.
Slika 4: Aplikacija StopMotion Studio.
5 ZAKLJUČEK
Izkazalo se je, da se lahko skozi tri leta gimnazijskega
izobraževanja večkrat vračamo k istemu izhodišču. Tokrat smo
se podali v sosednjo Italijo in preko zgodovine, umetnostne
zgodovine, likovne umetnosti, matematike in nenazadnje
uporabe informacijsko-komunikacijske tehnologije na prijeten
način povezali na videz zelo različna predmetna področja. Vse
prevečkrat pa se srečamo z nepremostljivo oviro v našem
prenatrpanem učnem načrtu, ki od posameznika zahteva nenehno
uresničevanje splošnih, procesnih in vsebinskih učnih ciljev.
Največja ovira se zdi pomanjkanje časa in energije za timsko
poučevanje in medpredmetna povezovanja. Pa vendar je končni
izdelek potem za posameznika neprecenljiv in je lahko učitelju v
zadovoljstvo in ponos. Pri tovrstnih sodelovanjih je odziv
dijakov pozitiven in je zato motivacija za delo večja, tudi zaradi
uporabe tehnologije, ki pri dijakih vzbudi zanimanje. Učitelji
smo tisti, ki s skrbno načrtovanimi dejavnostmi spodbujamo
razvoj digitalnih kompetenc, saj so ključne za razvoj sodobne
družbe.
LITERATURA IN VIRI
[1] Kocjan, M., Kotnik, B. Opačak, Ž. in Rau, P., 2015. Likovna umetnost, i-
učbenik za likovno umetnost v gimnazijskem programu. Ljubljana: Zavod
Republike Slovenije za šolstvo. Dostopno na naslovu:
https://eucbeniki.sio.si/lum/index.html (17. 8. 2024).
[2] Oreški, M.: Nasveti za fotografiranje s pametnim telefonom, 2017.
Dostopno na naslovu: https://omisli.si/nasvet-
strokovnjaka/fotograf/nasveti-za-fotografiranje-pametni-telefon/ (17. 8.
2024).
[3] Rugelj M., Šparovec J., Pavlič G., Kavka D., 2018. Linea Nova: Učbenik
za matematiko za 1. letnik gimnazije, Modrijan Izobraževanje, Ljubljana.
[4] Učni načrt. Informatika: Splošna, klasična in strokovna gimnazija. 2008.
Dostopno na naslovu:
http://portal.mss.edus.si/msswww/programi2011/programi/media/pdf/uc
ni_nacrti/UN_INFORMATIKA_gimn.pdf (17. 8. 2024).
[5] Učni načrt. Matematika. Splošna, klasična in strokovna gimnazija. 2008.
Dostopno na naslovu
http://eportal.mss.edus.si/msswww/programi2010/programi/media/pdf/u
n_gimnazija/un_matematika _gimn.pdf (17. 8. 2024).
[6] Vuorikari R., Kluzer S. in Punie Y., 2023. DigComp 2.2: Okvir digitalnih
kompetenc za državljane.
[7] Žakelj., A., Pustavrh. S. in drugi, 2010. Posodobitve pouka v gimnazijski
praksi. Matematika. Kmetič, S., Sirnik., M. (ur.). Ljubljana: Zavod RS za
šolstvo.
Ali bo umetna inteligenca spremenila raziskovanje v
osnovni šoli
Will Artificial Intelligence Change Research in Primary School?
Vesna Mrkela Rafaela Voglar
Osnovna šola Draga Kobala Maribor Osnovna šola Draga Kobala Maribor
Tolstojeva 3, 2000 Maribor, Slovenija Tolstojeva 3, 2000 Maribor, Slovenija
vesna.mrkela@osdk.si rafaela.voglar@osdk.si
da bi moralo poučevanje temeljiti na aktivnostih učencev in
POVZETEK načinih, kako lahko učenci z raziskovanjem pridobijo znanje.
V prispevku želimo prikazati, kako pomembno je Kot navaja Merriam Webster [3] je raziskovanje večplastnega
raziskovanje. Zelo pomembno je, da se učenci z raziskovanjem pomena. Med raziskovanje uporabljamo različne raziskovalne
srečajo že v osnovni šoli. Učenci spoznavajo osnovne korake metode kot so zbiranje informacij o nekem predmetu ali pojavu,
raziskovanje, med katerimi je tudi uporaba in iskanje ustrezne pazljivo in prizadevno iskanje, premišljeno poizvedovanje ali
literature. Med iskanjem in brskanje po spletu zagotovo naletijo proučevanje, preiskovanje ali eksperimentiranje za odkrivanje ali
tudi na umetno inteligenco. Pa se je sploh zavedajo? Pojavi se tolmačenje dejstev, preverjanje sprejetih teorij ali zakonov v luči
vprašanje, ali lahko in kako lahko umetna inteligenca vpliva na novih podatkov, praktična uporaba takih novih ali preverjenih
raziskovanje. teorij in zakonov. Že prva metoda je velikokrat vključena pri
Pri raziskovanju je pomen mentorja zelo velik, saj lahko pouku, pa se niti učitelji niti učenci tega sploh ne zavedamo. Če
veliko pripomore k pravilnemu usmerjanju in uporabi ustreznih želimo nekaj opisati, moramo znati zbati prave informacije o
virov. Ugotovili smo, da zaenkrat v osnovni šoli umetna predmetu ali pojavu, ki ga želimo opisati. Velikokrat pa
inteligenca še ne posega v raziskovanje, zavedamo pa se, da raziskovanje povezujemo z eksperimentiranjem [2], odkrivanjem
bomo morali zagristi tudi v to jabolko in učencem predstaviti in preverjanjem teorij, vendar se osnove skrivanji že v samem
prednosti in slabosti uporabe umetne inteligence. iskanju informacij. V osnovni šoli le redki pridejo na nivo
samostojnega eksperimentiranja za odkrivanje dejstev. Vendar
KLJUČNE BESEDE prav pri pisanju raziskovalnih nalog, lahko učence privedemo tudi do tega. Raziskovanje, umetna inteligenca, osnovna šola Pomembni procesi raziskovanja so pravzaprav glej, misli in
ABSTRACT pomeni analiziraj dobljene podatke, prepoznaj bistvene podatke, deluj [2]. Glej kot zbiraj informacije, jih zapiši in prebiraj. Misli
In this article, we want to show how important research is. It ki so za raziskavo pomembni in jih uporabi – deluj – za
is very important that students are exposed to research already in oblikovanje rešitev. Pa lahko tukaj pomaga tudi umetna
primary school. Students learn the basic steps of research, inteligenca? Menimo, da do neke mere ja, vendar je potrebno
including the use and search for relevant literature. While pazljivo in veliko preverjanja podatkov pridobljenih s pomočjo
searching and browsing the web, they are bound to come across različnih brskalnikov umetne inteligence. artificial intelligence. Are they even aware of it? The question
arises as to whether and how artificial intelligence can influence
research. 2 PREGLED STANJA
In research, the importance of a mentor is high, as she/he can V učnih načrtih za osnovno šolo je se učenci raziskovanja le
resources. We established that artificial intelligence has not postopke. Na šoli se nam zdi spodbujanje k pisanju raziskovalnih interfered with research in primary schools yet, but we are aware nalog in raziskovanju nasploh velikega pomena. Učenci začno greatly contribute to the correct direction and use of appropriate dotaknejo oziroma postavijo neke temelje in spoznajo osnovne
that we will have to bite into this apple and present students the razvijati različne kompetence, ki jih nato lahko uporabijo tudi v
advantages and disadvantages of using artificial intelligence. vsakdanjem življenju. Na šoli zato učenci začno z prvimi koraki
KEYWORDS nadgrajujejo raziskovanja v petem razredu z opisom mesta in raziskovanja že v četrtem razredu, kjer opisujejo najljubšo žival,
Research, artificial intelligence, primary school tako naprej do opisovanja znanih osebnosti pri pouku tujega
jezika. Pa vendar je raziskovanje več, kot le povzemanje iz spleta
1 UVOD V tretjem vzgojno-izobraževanem obdobju veliko naših in knjig.
Pred več kot sto leti se pojavijo prve ideje, kako bi moralo biti učencev stopa v svet raziskovanja, kjer spoznavajo čare besede
poučevanje povezano z raziskovanjem in ne le s prenašanjem zakaj. Sodelujemo na natečaju Mladi za napredek Maribora, ki je
znanja iz učitelja na učenca. Prav raziskovalec Dewey [1] je trdil, regijsko tekmovanje in odskočna deska za napredovanje na
državni nivo Mladi raziskovalci Slovenije, na katerega se redno umetne inteligence, jih spodbuditi in jim pokazati, kako nam
vsako leto uvrščamo. umetna inteligenca lahko delo olajša, ne pa tudi opravi namesto
Hitro se pojavi vprašanje, ali bo na radovednost učencev nas. Seveda moramo uporabo umetne inteligence najprej
vplival razvoj umetne inteligence in raziskovanje učencev več ne spoznati mentorji raziskovalcem, saj le tako bomo lahko
bo tak pritegnilo kot do sedaj. Menimo, da ne. Upamo, da bo učencem pomagali in jih usmerili na pravo pot.
umetna inteligenca pripomogla k večjemu raziskovalnemu
napredku že v mladosti. Učenci se ne bodo učili samo 4 ZAKLJUČEK
inteligence. Menimo, da mora biti umetna inteligenca samo Zavedamo se, da umetna inteligenca bo vplivala na raziskovanje tudi že v osnovni šoli. Na mentorjih oziroma raziskovalnih metod dela, ampak tudi ustrezne uporabe umetne
pomoč pri raziskovanju in odkrivanju novega, neznanega, ne pa
da jo uporabimo za pisanje celih nalog. uporabo umetne inteligence. Zaenkrat vsaj na naši šoli se učenci učiteljih pa je, kako bomo učencem prikazali smiselno in varno
tega orodja še ne poslužujejo. Verjamemo, da se ga bomo v
3 prihodnje, saj nas bo v to prisililo okolje. Zavedati se moramo RAZISKAVA
vseh pasti in prednosti, ki nam jih umetna inteligenca prinaša. Ne
V raziskavah, ki so jih izvedle fakultete [4] lahko zasledimo, zapirajmo vrat, ugriznimo v izzive, ki jih prinaša prihodnost, in
da veliko študentov uporablja ChatGPT. Po zadnjih podatkih več stopimo izven okvirjev ugodnega. Verjamemo, da nam bo uspelo
kot polovica študentov. Od vseh teh študentov jih več kot 90% in da bo umetna inteligenca pripomogla k še boljšim in
uporablja umetno inteligenco za iskanje informacij, ki bi jih kakovostnejšim raziskovalnim nalogam.
lahko dobili iz drugih strokovnih virov. Vendar gre z umetno
inteligenco lažje in hitreje. Študentje poročajo: Bolj kot študenti LITERATURA IN VIRI
uporabljajo ChatGPT za preiskovanje tega, kaj umetna [1] John Dewey’s learning theory: How we learn through experience,
inteligenca zmore, bolj verjetno poročajo o negativnih učinkih DOI: https://www.growthengineering.co.uk/john-dewey/.
rabe ChatGPT na njihov študijski uspeh. Prav zaradi tega nas je [2] Ernie Stringer: Akcijsko raziskovanje v izobraževanju, Kranj 2008,
zanimalo, koliko naših raziskovalcev v osnovni šoli uporablja Dravska tiskarna
[3] Spletni slovar Merriam Webster Online Dictionary.
kakršnokoli umetno inteligenco pri pisanju raziskovalnih nalog. DOI https://www.merriam-webster.com/.
V anketi, ki smo jo izvedli med učenci, ki so v zadnjih dveh letih [4] Raziskovalni dan na FDVju.
pisali raziskovalne naloge, smo dobili zanimive odgovore. DOI: https://www.fdv.uni-lj.si/raziskovanje/institut-za-druzbene-
Učenci so poznali umetno inteligenco, ki deluje preko družabnih vede/obvestila/raziskovalni-dan-fdv-2023-o-umetni-inteligenci-v-
druzboslovnem-raziskovanju-2
omrežij, kot so SnapChat, Instagram in podobno. Z umetno
inteligenco komunicirajo, a le te ne uporabljajo za šolsko delo.
Primer Copilot in ChatGPT so spoznali pri pouku, a jih po
njihovih besedah ni pritegnil tako, da bi jo redno začeli
uporabljati.
Na šoli smo v zadnjih dveh letih izdelali 26 raziskovalnih
nalog, ki smo jih prijavili na prej omenjen natečaj, in tako smo
lahko anketirali le 29 učencev. Od vseh anketiranih učencev niti
eden ni uporabljal ChatGPT, Copilot ali podobnih orodij umetne
inteligence pri pisanju raziskovalne naloge. Seveda je vzorec
zelo majhen. Anketiranje pred prihodom ChatGPT se nam ni
zdelo smiselno, saj se umetna inteligenca takrat še ni pojavljala
v javnosti. Tisti učenci umetne inteligence zagotovo niso
uporabili.
Na šoli se zavedamo, da je raziskovanje izjemnega pomena
za razvoj otroka. Pri pisanju raziskovalnih nalog učenci
spoznavajo različne načine učenja, s katerim lahko nadgradijo
klasičen pouk v učilnici. Pridobijo kompetence, ki so pomembne
za njihov nadaljnji razvoj in življenje.
Skozi anketo smo spoznali, da učenci še niso vešči uporabe
umetne inteligence in v zadnjih dveh letih s pomočjo le te niso
pisali raziskovalnih nalog. Verjamemo pa, da se bodo rezultati
spremenili.
Ker so nas rezultati anketiranih učencev presenetili, smo
anketirali tudi mentorje raziskovalnih nalog. Teh je manj kot
učencev, zato smo mentorjem postavili vprašanja v obliki
intervjuja. Rezultati intervjujev mentorjev raziskovalnih nalog
na šoli so enaki kot rezultati pri učencih. Mentorji si pri pregledu
nalog in pomoči učencem niso pomagali z umetno inteligenco,
čeprav jo poznajo, saj je bila predstavljena na različnih
konferencah in strokovnih srečanjih. Mentorji raziskovalcem se
zavedajo, da bo potrebno ugrizniti tudi v to jabolko in spoznati
ter raziskati, kako lahko umetna inteligenca pomaga pri
raziskovanju. Učence je potrebno naučiti smiselne uporabe
Poučevanje algoritmov in programiranja z Arduino
platformo: Praktični primer iz srednješolskega okolja
Teaching Algorithms and Programming with the Arduino
Platform: A Practical Example from a High School
Environment
Simon Muha Simon Konečnik
Elektro in računalniška šola / Šolski center Velenje Elektro in računalniška šola / Šolski center Velenje
Velenje, Slovenija Velenje, Slovenija
simon.muha@scv.si simon.konecnik@scv.si
POVZETEK
V prispevku predstavljamo projektno usmerjen pristop k 1 Uvod
poučevanju algoritmov in programiranja z uporabo platforme V današnjem svetu, kjer tehnologija igra ključno vlogo, je
Arduino, ki smo ga izvajali na Elektro in računalniški šoli, poučevanje algoritmov in programiranja že v zgodnjih fazah
Šolskega centra Velenje, v okviru projekta KATARINA. Skozi izobraževanja ključnega pomena. Srednješolski dijaki, zlasti tisti
praktično delo na pametnem merilniku temperature in vlažnosti v tehničnih programih, potrebujejo trdno osnovo na področju
so dijaki pridobili trdno osnovo v programiranju in razumevanju računalniškega razmišljanja in programiranja, da lahko
ključnih konceptov, kot so zanke, pogoji in funkcije, ter razvili učinkovito delujejo v sodobnem tehnološkem okolju. Arduino,
dragocene praktične veščine. Kljub izzivom, kot so razlike v priljubljena odprtokodna platforma za elektroniko in
predznanju dijakov in kompleksnost povezovanja elektronskih programiranje, predstavlja odlično orodje za povezovanje
komponent, so dijaki uspešno premagovali ovire in dosegali cilje. teoretičnega znanja z resničnim svetom.
Arduino se je izkazal kot učinkovito orodje za poučevanje in Elektro in računalniška šola, Šolskega centra Velenje je
spodbujanje inovativnosti, kar je bistveno pripomoglo k vključena v project KATARINA, ki ga vodi Fakulteta za
motivaciji dijakov in njihovi pripravljenosti za nadaljnje računalništvo in informatiko Univerze v Ljubljani. Na šoli smo v
izobraževanje. šolskem letu 2023/24 vključili dijake prvih letnikov programa
elektrotehnik in programa tehnik mehatronike. Za poučevanje
KLJUČNE BESEDE področja Algoritmi in programiranje smo izbrali platformo
Arduino, Arduino. V nadaljevanju bomo predstavili naš pedagoški pristop, algoritmi, programiranje, srednješolsko
izobraževanje, praktično učenje cilje izobraževanja, opisali praktični projekt, ter delili izkušnje in
izzive, s katerimi smo se srečali.
ABSTRACT 1.1 Projekt KATARINA The paper presents a project-oriented approach to teaching Projekt KATARINA, ki ga vodi Fakulteta za računalništvo in algorithms and programming using the Arduino platform, informatiko Univerze v Ljubljani, v sodelovanju z desetimi implemented at the Electro and Computer School, School Center partnerskimi srednjimi šolami in gimnazijami, sistematično Velenje, as part of the KATARINA project. Through practical ustvarja podporna okolja za vključevanje temeljnih vsebin work on a smart temperature and humidity sensor, students računalništva in informatike v srednješolsko izobraževanje. gained a solid foundation in programming and understanding key Projekt poudarja izmenjavo izkušenj in dobrih praks, kar bo concepts such as loops, conditions, and functions, while prispevalo k nadaljnjemu razvoju in vključevanju RIN vsebin v developing valuable practical skills. Despite challenges such as slovenske srednje šole. varying levels of student prior knowledge and the complexity of
connecting electronic components, students successfully
overcame obstacles and achieved their goals. Arduino proved to 2 Pedagoški pristop in cilji be an effective tool for teaching and fostering innovation,
significantly contributing to student motivation and their Pri poučevanju algoritmov in programiranja smo uporabili
readiness for further education. projektno usmerjeno metodo, kjer so dijaki skozi ves proces
pridobivanja znanja delali na enem glavnem projektu –
KEYWORDS Pametnem merilniku temperature in vlažnosti. Ta pristop je omogočil, da so dijaki postopoma, korak za korakom, vključevali Arduino, algorithms, programming, secondary education, novo znanje v svoj projekt, hkrati pa so se naučili tudi reševanja hands-on learning konkretnih problemov iz resničnega sveta.
2.1 problemov. Projektno zasnovano poučevanje je dijakom Učni cilji
Glavni učni cilji so bili: omogočilo celovit vpogled v proces razvoja programske opreme, od začetne ideje do končnega izdelka, ter hkrati poudarilo
Razumevanje osnovnih konceptov algoritmov, kot pomembnost povezovanja teoretičnega znanja z njegovo
so zaporedje ukazov, pogojni stavki in zanke. praktično uporabo.
Pridobitev veščin za delo s spremenljivkami,
3 Pametni merilnik temperature in vlažnosti Uporaba Arduina za implementacijo teh konceptov vhodnimi in izhodnimi podatki ter uporabo funkcij.
v praktičnih projektih. Pametni merilnik temperature in vlažnosti predstavlja
osrednjo projektno nalogo, v kateri so dijaki uporabili različne
2.2 Metodologija poučevanja koncepte programiranja, pridobljene tekom izobraževanja.
Dijake smo skozi 24 učnih ur vodili od osnov razumevanja Projekt temelji na uporabi Arduina, ki omogoča zajemanje
algoritmov do razvoja kompleksnega programa, ki uporablja okoljskih podatkov prek senzorjev za temperaturo in vlažnost.
različne konceptualne elemente. Poučevanje je bilo strukturirano Zbrani podatki so bili nato obdelani in prikazani na LCD zaslonu,
tako, da je vsaka ura temeljila na že pridobljenem znanju, kar je kar je dijakom omogočilo praktično uporabo znanja s področja
omogočalo progresivno gradnjo veščin in samozavesti pri algoritmov, dela s podatki ter implementacije vhodno-izhodnih
reševanju programskih problemov. operacij. Projekt je bil zasnovan tako, da povezuje vse ključne
Učne enote smo razdelili tako, da so pokriti vsi cilji. elemente programskega razvoja, kar dijakom omogoča celovit
vpogled v proces ustvarjanja funkcionalnega sistema.
Tabela 1: Pokritost vsebin z učnimi cilji 3.1 Projektna naloga
Osrednji projekt je bil zasnovan kot razvoj pametnega
Koncept / merilnika temperature in vlažnosti, ki temelji na platformi Učni cilji vsebina Arduino. S pomočjo senzorjev so dijaki zbirali podatke o
- Dijak razloži pojem algoritma. temperaturi in vlažnosti, jih obdelali ter prikazali na LCD
01 - Dijak pokaže primer problema, kjer obstaja zaslonu. Projekt je vključeval vse ključne koncepte
Pojem več algoritmov za reševanje. programiranja, ki smo jih predhodno obravnavali v okviru
algoritma - Dijak prikaže različne oblike zapisov teoretičnih vsebin.
algoritma. Dijaki so začeli z enostavnim merjenjem temperature in
Dijak uporabi spremenljivko za predstavitev vlažnosti ter takojšnjim prikazom vrednosti na LCD zaslonu.
spreminjajočega se podatka. Nato so uporabili funkcije, tako da so prejšnji program razdelili
- Določi ustrezni tip spremenljivke oz. tip na funkciji preberiPodatke() in prikaziNaLCD(). V nadaljevanju
vsebine (npr. celo število, decimalno število, so v program vključili pogojni stavek, s katerim so dodali
niz). opozorilo, ki se prikaže na LCD zaslonu, če temperatura preseže
- Rokuje s spremenljivko (priredi in spremeni določeno mejo. Števne zanke so uporabili za merjenje
03 vrednost, prebere vrednost, uporabi jo v temperature in vlažnosti vsakih 10 sekund, pri čemer so izvedli
Zaporedje ustreznih operacijah). 10 meritev, rezultate pa prikazali in shranili v tabelo. Zanke s
ukazov - Spreminja podatke enega tipa v drugega (npr. pogojem so uporabili za neprekinjeno spremljanje in prikaz
niz -> število, število -> niz, decimalno število - podatkov, dokler ni bil pritisnjen gumb za zaustavitev. > celo število).
- Dijak s primerom pokaže pomembnost
vrstnega reda ukazov. Tabela 2: Primer za števne zanke
- Dijak sledi izvajanju algoritma in napove
njegov izid. Tema Števne zanke
05 Naloga Dijaki bodo uporabili števne zanke za
- Dijak sestavlja preproste programe, s katerimi
Vhod kot periodično merjenje temperature in
prebere podatke, jih uporabi za novo
zaporedje vlažnosti.
informacijo in informacijo izpiše.
podatkov Aktivnosti Razlaga uporabe števnih zank, pisanje
kode, ki periodično meri in shranjuje
Za celoten proces poučevanja smo izbrali projektno nalogo, podatke.
ki je predstavljala osrednji element izobraževalnega procesa. Primer naloge Uporabite for zanko za merjenje
Dijaki so projekt začeli razvijati že v uvodnih učnih urah, pri temperature in vlažnosti vsakih 10
čemer so postopoma uvajali in uporabili vsako novo pridobljeno sekund za 10 meritev. Izračunajte
znanje ter veščine. Vsaka učna enota je bila zasnovana tako, da povprečno vrednost. Rezultate prikažite
je gradila na predhodno obravnavanih vsebinah, kar je in shranite rezultate v tabelo
omogočalo kontinuiran napredek in poglabljanje razumevanja. S Pričakovani Dijaki obvladajo uporabo števnih zank
tem pristopom so dijaki lahko postopoma dograjevali svoj rezultati za izvajanje ponavljajočih se nalog.
projekt, kar jim je omogočilo praktično uporabo teoretičnih
konceptov, razvijanje kompleksnih programskih rešitev ter
krepitev njihove samozavesti pri reševanju programskih
3.2 komponent, zagotavljanju ustreznih napetosti in pravilnemu Faze projekta
delovanju senzorjev, preden so dobili želene rezultate v svojih
Načrtovanje programih.
V začetnih fazah projekta so dijaki spoznali osnovne pojme Pogosto se je zgodilo, da tudi pravilno napisana programska
algoritmov in jih uporabili pri načrtovanju osnovnega algoritma koda ni delovala, dokler ni bila vezava popolnoma pravilna, kar
za merjenje temperature in vlažnosti. To je vključevalo določitev je zahtevalo dodatno potrpežljivost in vztrajnost pri odpravljanju
zaporedja ukazov in razumevanje, kako lahko vhodni podatki napak. Učitelji smo morali prilagoditi tempo učenja glede na
(podatki iz senzorja) vplivajo na izhodne rezultate. sposobnosti posameznih dijakov, kar je omogočilo boljše
Razvoj kode individualno napredovanje. Raznolikost v predznanju dijakov je
V naslednjih urah so dijaki začeli razvijati svojo kodo. predstavljala še en izziv; v razredu smo imeli dijake, ki so se
Naučili so se, kako uporabiti spremenljivke za shranjevanje doma že ukvarjali s področjem elektronike ali mehatronike in so
podatkov, kako delujejo različne vrste zank in pogojnih stavkov imeli določene izkušnje, ter tiste, ki so jih to področje zelo
ter kako razdeliti kodo na funkcije, ki olajšajo ponovno uporabo zanimalo, a še niso imeli praktičnih izkušenj. To je zahtevalo
in razumevanje programa. Vsaka faza razvoja kode je bila prilagajanje učnega procesa in dodatno individualno podporo, da
zasnovana tako, da je bila kompleksnost postopoma povečana. so vsi dijaki lahko dosegli pričakovane cilje.
Razlike v znanju in izkušnjah so se še posebej pokazale pri
Integracija in testiranje izdelavi projektne naloge, kjer so nekateri dijaki začeli z
Ko so dijaki obvladali posamezne dele kode, so jih združili v osnovnimi nalogami, kot je preprosto merjenje temperature in
celovit program. Nato so program testirali, da bi zagotovili prikaz rezultatov na zaslonu, medtem ko so drugi napredovali do
njegovo pravilno delovanje in da so izpolnjeni vsi zahtevani cilji. bolj kompleksnih rešitev. Nekateri dijaki so tako iz osnovnih
Testiranje je bilo ključnega pomena za razvoj veščin iskanja nalog prešli na razvoj naprednejših funkcij, kot je avtomatizacija
napak in izboljševanja programske opreme. meritev in vodenje evidenc. Ta raznolikost v dosežkih je bila
izziv, a tudi priložnost, da so dijaki s pomočjo
Rezultati projekta
Dijaki so skozi delo na projektu razvili trdno razumevanje nivoju. individualiziranega pristopa razvijali svoje veščine na lastnem
osnovnih konceptov programiranja. Poleg tega so razvili
praktične veščine, kot so delo s senzorji, prikaz podatkov na 4.3 Prednosti uporabe Arduina zaslonu in uporaba različnih programskih struktur. Projekt je bil
uspešen v tem, da je dijakom omogočil neposredno uporabo Arduino se je izkazal za izjemno učinkovito orodje za
naučenih teoretičnih znanj v praktičnem kontekstu. poučevanje programiranja. Dijakom je omogočil, da so
abstraktne koncepte, kot so zanke, pogoji in funkcije, takoj videli
v delovanju, kar je prispevalo k globljemu razumevanju.
4 Izkušnje in izzivi Pomembnost praktičnega dela pri učenju elektronike in
mehatronike je velika, saj dijaki skozi praktične projekte
4.1 Izkušnje dijakov pridobivajo ne samo teoretično znanje, ampak tudi konkretne
Dijaki so pokazali veliko zanimanje za projekt in izrazili veščine, ki jih lahko neposredno uporabijo v realnih situacijah.
zadovoljstvo z načinom učenja. Kombinacija teoretičnega znanja Praktično delo z Arduinom omogoča dijakom, da povežejo
in praktičnega dela je pripomogla k boljšemu razumevanju snovi teoretične koncepte s fizičnimi rezultati, kar izboljšuje njihovo
in večji motivaciji za učenje. Praktično delo je omogočilo razumevanje in utrjevanje znanja. Poleg tega pa ta praktični
dijakom, da so si pridobili dragocene veščine pri sestavljanju pristop ponuja pomembno izkušnjo v današnjem izobraževalnem
elektronskih vezij, rokovanju s senzorji in povezovanju okolju, kjer se dijaki pogosto srečujejo predvsem z virtualnimi
komponent, kar je bistveno nadgradilo njihovo teoretično znanje. vsebinami. Praktične izkušnje, ki jih ponuja delo z Arduinom, so
Poleg tega so dijaki razvili veščine reševanja problemov, saj ključne za razvoj veščin reševanja problemov, kritičnega
so morali samostojno odpravljati napake v vezavah in mišljenja in inovativnosti.
programskih kodah. Delo na projektu je spodbujalo kritično Za dijake, ki se usmerjajo v področja elektronike in
razmišljanje in ustvarjalnost, hkrati pa jim je omogočilo, da so se mehatronike, je tovrstno praktično delo nepogrešljivo, saj jim
naučili sistematičnega pristopa k razvoju kompleksnih sistemov. omogoča, da pridobijo izkušnje s povezovanjem komponent,
Praktično vezanje in integracija različnih modulov sta dijakom razumevanjem delovanja električnih tokokrogov in ustvarjanjem
omogočila tudi izboljšanje spretnosti načrtovanja in organizacije delujočih sistemov. Vendar pa so te praktične izkušnje dragocene
dela, kar je ključnega pomena za njihovo nadaljnje izobraževanje tudi za dijake na drugih področjih, saj jim omogočajo stik z
in poklicno pot. realnostjo in razumevanje, kako lahko njihova teoretična znanja
vplivajo na svet okoli njih.
4.2 Poleg tega je Arduino zelo prilagodljiv in dostopen, kar Izzivi
razumevanje zaporedja ukazov in uporaba zank. Vendar pa so te uporabnikov ponujata bogato podporo in vire, kar dodatno olajša težave skozi praktično delo in dodatno razlago uspešno učenje in omogoča dijakom, da raziskujejo in razvijajo svoje premagali. Eden izmed ključnih izzivov je bil tudi proces vezave projekte nad okviri učnih načrtov. Tako je Arduino ne le orodje Med poučevanjem smo se srečali z nekaterimi izzivi, kot so delujejo. Njegova odprtokodna narava in široka skupnost omogoča dijakom vseh stopenj znanja, da z njim uspešno
komponent in preverjanje delovanja sistemov, saj je uspešen za učenje, temveč tudi platforma za inovacije in ustvarjalnost. rezultat odvisen od mnogih dejavnikov. Dijaki so morali
posvetiti veliko pozornosti pravilnemu povezovanju elektronskih
5 Zaključek
Izkušnje s poučevanjem algoritmov in programiranja z
uporabo Arduina so pokazale, da je ta pristop izjemno učinkovit
pri povezovanju teoretičnega znanja z njegovo praktično
uporabo. Dijaki so skozi projektno usmerjeno delo na pametnem
merilniku temperature in vlažnosti pridobili ne le osnovne
koncepte programiranja, ampak tudi dragocene praktične veščine,
ki so ključne za njihovo nadaljnje izobraževanje in poklicno pot.
Praktično delo z Arduinom je dijakom omogočilo, da so
teoretične koncepte, kot so zanke, pogoji in funkcije, videli v
delovanju in jih uporabili za reševanje konkretnih problemov.
Pomembnost praktičnega dela v izobraževanju, še posebej na
področju elektronike in mehatronike, je neprecenljiva. Dijaki so
skozi proces dela na projektu razvili veščine, kot so reševanje
problemov, kritično razmišljanje, načrtovanje in organizacija
dela. Poleg tega je praktično delo pomembno tudi v širšem
kontekstu, saj dijakom omogoča, da premostijo vrzel med
virtualnimi in resničnimi izkušnjami, kar je v današnjem
izobraževalnem sistemu pogosto zanemarjeno.
Arduino je s svojo prilagodljivostjo, dostopnostjo in široko
skupnostjo uporabnikov idealno orodje za spodbujanje
inovativnosti in ustvarjalnosti pri dijakih. Ne glede na njihovo
predznanje, so dijaki lahko uspešno delovali z Arduinom, kar je
dodatno pripomoglo k njihovemu samozaupanju in motivaciji za
nadaljnje raziskovanje in učenje.
ZAHVALA
Zahvaljujemo se Fakulteti za računalništvo in informatiko
Univerze v Ljubljani za vodstvo projekta KATARINA in
podporo pri implementaciji vsebin v učni proces. Zahvaljujemo
se tudi dijakom Elektro in računalniške šole, Šolskega centra
Velenje, za njihovo sodelovanje in motivacijo, ter učiteljem in
mentorjem, ki so s svojo strokovnostjo omogočajo uspešno
izvedbo projekta.
REFERENCES
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programu elektrotehnik v srednjem strokovnem izobraževanju (SSI). In
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konference ERK 2017. Ljubljana: Univerza v Ljubljani, 535-538.
[Elektronski vir]. Dostopno na: http://erk.fe.uni-
lj.si/2017/papers/pogacnik(uporaba_razvojnega).pdf
[2] Pesek, Igor. 2022. Didaktika računalništva 1: zbrano gradivo. Maribor:
Fakulteta za naravoslovje in matematiko. [Elektronski vir]. Dostopno na:
https://estudij.um.si/course/view.php?id=21120
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2021. Ljubljana: AX elektronika. Priročnik. ISBN 978-961-6680-20-2.
Uporaba umetne inteligence v osnovni šoli
The Use of Artificial Intelligence in Elementary School
Tina Pajnik Sonja Strgar
Osnovna šola Vide Pregarc Osnovna šola Antona Martina Slomška Vrhnika
Ljubljana, Slovenija Vrhnika, Slovenija
tpajnik@gmail.com sonja.strgar@guest.arnes.si
POVZETEK
V prispevku so predstavljeni primeri uporabe umetne 1 DIGITALNA STRATEGIJA IN UMETNA
inteligence v okviru pouka na dveh osnovnih šolah. Po pregledu INTELIGENCA
strokovne literature in priporočil na področju razvijanja V okviru prenovljenih evropskih smernic, ki poudarjajo
digitalnih strategij, s katerimi se načrtno razvija digitalne pomen vseživljenjskega učenja, se je oblikovalo osem ključnih
kompetence učiteljev in učencev, ugotavljamo, da strategije sicer kompetenc [1]:
ponujajo modele in razvojne prioritete, a ne naslavljajo posebej - večjezičnost,
uporabo umetne inteligence. Na eni strani Evropski parlament - pismenosti,
naslavlja umetno inteligenco kot prednostno nalogo Evropske - kulturna ozaveščenost in izražanje,
unije, na drugi strani šole načrtujejo strategije razvoja digitalnih - podjetnostne kompetence,
kompetenc znotraj lastnih omejitev. Glede na to, da umetna - državljanske kompetence,
inteligenca postaja del vsakdana sodobnega človeka, bi se učenci - osebnostna, družbena in učna kompetenca,
morali seznaniti z umetno inteligenco že v osnovni šoli. Prav s - digitalne kompetence,
tem namenom predstavljamo nabor različnih tematskih sklopov, - naravoslovje, tehnologija, inženirstvo, matematika.
kjer so se v osnovni šoli izvajale dejavnosti z uporabo umetne Če kompetence pomenijo skupek znanja, spretnosti in stališč,
inteligence. potem sama uporaba IKT opreme še zdaleč ni dovolj za
razvijanje digitalne kompetence. DigComp ali okvir digitalnih
KLJUČNE BESEDE kompetenc za državljane podaja enotno izrazoslovje in ponuja
Umetna inteligenca, osnovna šola, ChatGPT, digitalne referenčni model, ki se ga lahko vpelje tudi na področje vzgoje
kompetence in izobraževanja. Konceptualni model okvira DigComp [1]
razdeli razvoj digitalne pismenosti v pet kategorij:
ABSTRACT - informacijska in podatkovna pismenost,
- komuniciranje in sodelovanje,
intelligence in the context of lessons at two elementary - ustvarjanje digitalnih vsebin, The article presents examples of the use of artificial schools.
After reviewing the professional literature and recommendations - varnost,
in the field of developing digital strategies, which are used to - reševanje problemov.
systematically develop the digital competence of teachers and Šole pristopajo k razvoju digitalne kompetence na različne
students, we note that the strategies offer models and načine, saj so pogoji za izvedbo raznoliki. Po priporočilih stroke
development priorities, but do not specifically address the use of šole oblikujejo svojo digitalno strategijo, ki je odvisna od
artificial intelligence. On the one hand, the European Parliament razvojnih prioritet [2]: od digitalne didaktike, opremljenosti šole
addresses artificial intelligence as a priority task of the European z digitalno tehnologijo, stopnje digitalne kompetentnosti
development of digital competences within their own limitations. so pokazali, da je umetna inteligenca ena od tehnologij, ki bi Given that artificial intelligence is becoming a part of modern morala postati del strategije, saj nas nagovarja v vsakdanjem Union, on the other hand, schools plan strategies for the učiteljev in učencev. Vendar to ni dovolj. Izzivi sodobnega časa
man's everyday life, students should be introduced to artificial
intelligence already in primary school. It is for this purpose that življenju. Evropski parlament [3] umetno inteligenco definira kot
we present a set of different thematic sections where activities zmožnost stroja, da izkazuje človeške lastnosti, kot so mišljenje,
using artificial intelligence were carried out in elementary učenje, načrtovanje in kreativnost, pri čemer omogoča tehničnim
school. sistemom, da zaznavajo okolje, obdelajo, kar zaznajo, in rešijo
problem. Še več, Evropski parlament [3] umetno inteligenco
KEYWORDS postavlja kot prednostno nalogo Evropske unije. Nekatere
Artificial Intelligence, Elementary School, ChatGPT, digital tehnologije umetne inteligence so prisotne že več desetletij, npr.
competences spletno oglaševanje in nakupovanje, iskanje na spletu,
prevajalniki, novejše tehnologije umetne inteligence pa že
spreminjajo naša vsakdanja življenja.
Brezplačno nevronsko omrežje OpenAI na svoji spletni strani
[4] pojasnjuje, da je ChatGPT klepetalni robot z umetno
inteligenco, ki lahko:
- odgovori na preprosta in zapletena vprašanja,
- ustvari različna besedila in reši naloge,
- sestavi natančne poizvedbe,
- preoblikuje in predeluje različne medije (knjige, filme),
- opravlja rutinske naloge oz. piše poročila,
- pomaga pri programiranju.
Poleg ChatGPT se na spletu najdejo številne aplikacije, ki
vsebujejo tehnologijo umetne inteligence: Text, Otter, Cleo,
Lensa, Alexa, Gemini, Replika, Calm, FaceApp, Siri, Google
Assistant, Duolingo, Socratic, Cleo, Google Map, Leonardo, Slika 1: Rešena naloga iz učnega lista Dall-E, Craiyon. Nekatere aplikacije so bolj splošne narave in
imajo širok spekter uporabe, medtem ko so se druge osredotočile
na prepoznavanje obrazov, učenje tujih jezikov, branje
zemljevidov, ustvarjanje grafičnih podob, ohranjanje zdravja,
izobraževanje, iskanje informacij, vodenje financ in podobno.
Umetna inteligenca postaja sopotnik sodobnega človeka. Ne gre
zgolj za razvijanje digitalnih kompetenc, ampak tudi za
prepoznavanje in razumevanje prednosti in pomanjkljivosti
umetne inteligence. Kljub temu, da imajo osnovne šole že
izdelane načrte za razvijanje digitalnih kompetenc, ostaja umetna
inteligenca izziv za učitelje. Poleg pomanjkanja ustrezne
digitalne opreme, izpada kadra, pomanjkljivega znanja na
digitalnem področju, številčnih oddelkov in drugih
organizacijskih omejitev strokovni delavci iščejo načine, kako
umetno inteligenco integrirati v redni pouk.
V nadaljevanju so predstavljeni primeri dejavnosti z uporabo Slika 2: Uporaba pametnega telefona
umetne inteligence na dveh osnovnih šolah pri pouku
matematike, izbirnega predmeta šah, angleščine in knjižnično- Učenci so povedali, da so pri matematiki do sedaj uporabljali
informacijskih znanj. PhotoMath, ne pa ChatGPT. Pri učenju matematike si pomagajo
tudi s spletno platformo https://astra.si/ai/, ki nudi napredna
orodja umetne inteligence za podporo učenju matematike.
2 UMETNA INTELIGENCA V OSNOVNI Uporabnikom omogoča, da rešujejo matematične naloge,
ŠOLI analizirajo in vizualizirajo probleme ter prejmejo pomoč pri
razumevanju matematičnih konceptov. S funkcionalnostmi, kot
2.1 UPORABA UMETNE INTELIGENCE ZA so avtomatsko preverjanje odgovorov in razlaga postopkov,
UTRJEVANJE SNOVI PRI MATEMATIKI platforma olajša učenje in izboljša učne izkušnje. ChatGPT
V 9. RAZREDU uporabljajo predvsem pri predmetih angleščina, biologija, fizika,
Za utrjevanje celoletne snovi pri matematiki smo se odločili geografija, kemija, slovenščina in zgodovina.
uporabiti umetno inteligenco. Učenci 9. razreda so k pouku Za prednosti uporabe ChatGPT so navedli hitrejše iskanje
prinesli pametne telefone. Predhodno smo preverili, ali imajo podatkov, pomoč z razlago, enostavne in kratke odgovore,
možnost uporabe mobilnih podatkov in dostop do aplikacije prihranek časa ter brezplačno uporabo.
ChatGPT ter se dogovorili, da bodo telefoni napolnjeni. Kot slabosti so izpostavili možnost pridobivanja napačnih
Učiteljica je pripravila učni list, na katerem so bile tri podatkov, nejasne postopke reševanja posameznih matematičnih
matematične naloge in evalvacijski vprašalnik. Navodilo je bilo, nalog, ki jih učenci še niso obravnavali in jih ne razumejo, dolge
da v parih rešijo vse tri naloge, nato pa posamezno nalogo odgovore in nepotrebne podatke, občasno nerazumevanje
preverijo s pomočjo ChatGPT-ja. Naloge so učenci reševali na vprašanja ter počasno delovanje ali zatikanje.
učni list, nato so zamenjali barvo pisala in preverili rešitev. Če je Učencem so bili zelo všeč gumbi v ChatGPT, kot so preberi,
bila rešitev pravilna, so preverili tudi postopek reševanja. Če je kopiraj, ustvari znova, slab odgovor in sprememba modela. Z
bila napačna, so s pomočjo ChatGPT-ja poskusili rešiti nalogo gumbom "preberi" so lahko dobili glasovno predstavitev
(Slika 1). Če jim to ni uspelo, je pomagala učiteljica. Na začetku besedila, kar jim je olajšalo razumevanje nalog. Gumb "kopiraj"
so učenci nalogo prepisali v ChatGPT, nato pa je en par našel jim je omogočil hitro in enostavno prenašanje besedila v druge
funkcijo snemanja, tako da so nato naloge le prebrali ali pa aplikacije ali dokumente. Z možnostjo "ustvari znova" so lahko
poslikali. Ob koncu ure smo izvedli evalvacijo (Slika2). dobili novo različico odgovora, kar je bilo koristno, kadar prva
razlaga ni bila dovolj jasna. Gumb "slab odgovor" so uporabljali
za označevanje neustreznih odgovorov, kar je pomagalo
izboljšati delovanje sistema. Funkcija "sprememba modela" jim
je omogočala preklapljanje med različnimi modeli umetne
inteligence, da bi našli tistega, ki je najbolj ustrezal njihovim učenci pri pouku reševali na svojih pametnih telefonih. Vsak
potrebam (Slika 3). učenec je reševal učne liste svojih sošolcev, kar je omogočilo
medsebojno izmenjavo znanja in idej. Po reševanju so drug
drugemu podajali povratne informacije, kar je vključevalo
ocenjevanje kakovosti vprašanj, ustreznosti odgovorov ter
splošne uporabniške izkušnje. Ta proces je spodbudil kritično
razmišljanje in izboljšal sodelovanje med učenci, saj so se naučili
prepoznati in popraviti morebitne napake ter pohvaliti dobro
zasnovane naloge.
Slika 4: Del interaktivnega učnega lista
Med izdelovanjem interaktivnih učnih listov smo veliko
poudarka namenili pogovorom o prednostih in slabostih uporabe
umetne inteligence, ki so jih učenci odkrivali med uporabo. Na
koncu smo izvedli tudi evalvacijsko uro, kjer so učenci podali
splošne komentarje na nalogo (Slika 5). Večina učencev je
izpostavila, da naloga ni bila enostavna, saj so se morali naučiti
uporabljati ChatGPT in spletno stran LiveWorksheets. Sprva je
bila naloga za mnoge zahtevna, vendar so si pomagali z
videovodiči za izdelavo interaktivnih učnih listov, ki jih je
posredovala učiteljica. Učenci so povedali, da jim je naloga vzela
Slika 3: Uporaba umetne inteligence pri matematiki veliko časa, a so se pri tem naučili mnogo novega in uporabnega.
Posebej so poudarili, da je ChatGPT pripomoček, ki pomaga
pri delu, ne sme pa delati nalog namesto njih. Učna ura jim je bila
zelo všeč, saj smo se veliko pogovarjali o prednostih in slabostih
uporabe umetne inteligence.
2.2 UPORABA UMETNE INTELIGENCE PRI
IZDELAVI INTERAKTIVNIH UČNIH
LISTOV PRI IZBIRNEM PREDMETU
ŠAH
Slika 5: Splošen komentar na nalogo
Pri izbirnem predmetu šah so učenci prejeli nalogo, da
izdelajo interaktivni učni list s pomočjo spletne strani
Ugotovili so, da ChatGPT ni vseveden in da lahko naredi
LiveWorksheets (https://www.liveworksheets.com/).
napake. Naloga je bila težka, vendar tudi zabavna. Ko so se
LiveWorksheets je spletna platforma, ki omogoča učiteljem in
naučili, kako izdelati interaktivni učni list, so bili ponosni na
učencem ustvarjanje interaktivnih učnih listov. S tem orodjem
svoje izdelke. Učenci so imeli težave z vpisom v ChatGPT in
lahko učitelji pretvorijo tradicionalne papirnate naloge v
prijavo na spletno stran LiveWorksheets, vendar so te težave
digitalno obliko, kjer učenci lahko neposredno rešujejo naloge na
uspešno rešili s pomočjo sošolcev in učiteljice. Predlagali so, da
spletu. Platforma podpira različne tipe nalog, vključno z izbiro
bi še kdaj izvajali podobne naloge, kjer bi delali z različnimi
med več možnimi odgovori, dopolnjevanjem besedila in povleci
programi umetne inteligence in primerjali rezultate.
in spusti nalogami, kar pripomore k bolj dinamičnemu in
Poseben poudarek so namenili učenju pravilnega
angažiranemu učenju. Vsak učenec je prejel eno temo, ki se je
formuliranja ukazov za ChatGPT, saj so pogosto prejeli napačna
nanašala na pravilnike Šahovske zveze Slovenije. Najprej so
vprašanja in odgovore zaradi nepravilno oblikovanih ukazov.
morali temeljito prebrati svojo temo. Nato so s pomočjo umetne
Učenci so ugotovili, da je natančnost in jasnost ukazov ključnega
inteligence, najpogosteje ChatGPT, pripravili osem vprašanj
pomena za pridobivanje ustreznih informacij od umetne
različnih tipov, pri čemer je moral vsak sklop vsebovati vsaj štiri
inteligence. Napačno oblikovani ukazi so pogosto vodili do
možne odgovore, od katerih je bil vsaj en pravilen. Pri tem so
nesmiselnih ali neustreznih odgovorov, kar je povzročilo
morali preveriti smiselnost vprašanj in odgovorov v pravilnikih.
frustracije in podaljšalo čas, potreben za dokončanje naloge.
Sprva so učni list pripravili v urejevalniku besedil, se prijavili na
Skozi proces so se naučili, kako strukturirati svoje poizvedbe na
spletno stran LiveWorksheets in izdelali interaktivni učni list
način, ki je bil bolj razumljiv za ChatGPT. To vključuje uporabo
(Slika 4). Ko so bili interaktivni učni listi pripravljeni, so jih
natančnih ključnih besed, jasnih vprašanj in, kjer je potrebno, Po opravljenem izboru nastalih izdelkov so učenci natisnjene
dodatnih pojasnil za kontekst. slike izrezali in ustvarili svoj plakat z naslovom Our Pets, ki je
Poleg tega so spoznali, da je koristno preveriti odgovore, ki postal izhodišče za obravnavo in utrjevanje angleškega besedišča
jih pridobijo, in jih primerjati z informacijami iz zanesljivih pri naslednjih urah. Učenci so se strinjali, da je spletna stran
virov, kot so pravilniki Šahovske zveze Slovenije. Ta proces je Craiyon uporabna tudi za izdelavo didaktičnega materiala in
učence naučil kritičnega mišljenja in preverjanja informacij, kar slikovnih prikazov. Ugotovili so, da Craiyon izvrši ukaz in
je pomembna veščina v današnjem digitalnem svetu, kjer so ustvari sliko tudi pri nelogičnih ali neresničnih ukazih, kot na
informacije lahko netočne ali zavajajoče. Učenci so skozi to primer »mouse cooking« (Slika 6), kar pomeni, da je uporabnik
izkušnjo pridobili dragocene veščine, ki jim bodo koristile tudi tisti, ki mora vedeti, kako in zakaj uporablja neko spletno orodje.
pri drugih predmetih in nalogah, kjer je uporaba umetne
inteligence lahko v pomoč.
Na koncu so se strinjali, da je naloga, čeprav zahtevna, 2.4 UPORABA UMETNE INTELIGENCE PRI
prispevala k njihovemu boljšemu razumevanju uporabe umetne POUKU KNJIŽNIČNO-
inteligence in jim omogočila pridobitev dragocenih veščin za INFORMACIJSKIH ZNANJ prihodnost.
Učenci četrtega razreda se pri pouku slovenščine učijo tvoriti
2.3 smiselno in zaokroženo besedilo. Tvorjenje besedil je ena težjih UPORABA UMETNE INTELIGENCE PRI
POUKU ANGLEŠČINE nalog, pri čemer so poleg slovničnih znanj potrebna tudi druga
znanja in veščine. Pred samim tvorjenjem besedila pri pouku
Učenci tretjega razreda so pri pouku angleščine obravnavali slovenščine smo izvedli uro knjižnično-informacijskih znanj, pri
sklop Pets ali domače živali. Najprej so ponovili osnovno kateri smo preverjali poznavanje slovenskega besedišča. Najprej
besedišče o domačih živalih, nato so pripravili kratke govorne smo uporabili klasične slovarje v tiskani obliki, nato smo si na
nastope o domačih živalih. Ker vsi niso imeli hišnih ljubljenčkov, spletu ogledali slovarja Fran in Franček. Zanimalo nas je, kako
smo se dogovorili, da bodo izdelali razredni plakat s hišnimi dobro učenci poznajo pomen preprostih besed in kako bo besede
ljubljenčki, pri čemer pa ne bodo sami risali, ampak jim bo razložil ChatGPT v odprti slovenski različici
pomagala umetna inteligenca. Ker pa spletna stran uporablja (https://talkai.info/sl/chat/).
ukaze le v angleškem jeziku, je bilo potrebno pripraviti pravilne Učenci so dobili primer krajšega umetnostnega besedila in ga
besedne zveze, pri čemer se je učenje angleščine izkazalo za prebrali. Izbrali so pet besed, ki so jih zapisali na listič in jih
uporabno. razložili po slovarskem sistemu (Slika 7).
Na levo stran table so učenci zapisali poimenovanja za živali
v tujem jeziku, nato pa so ponovili tudi angleške glagole, ki so
jih zapisovali na desno stran table. Samostojno so tvorili različne
kombinacije živali in dejanj ter jih zapisali na listič, npr. guinea
pig eating, bunny jumping, dog running, cat sleeping. Sledilo je
spoznavanje spletne strani Craiyon ( https://www.craiyon.com/),
ki omogoča brezplačno ustvarjanje slik s pomočjo umetne
inteligence. V nižjih razredih se vedno znova izkaže, da je veliko
lažje, če učenci dostopajo do aplikacij brez uporabniških računov.
Spletna stran Craiyon je preprosto oblikovana, zahteva vpis Slika 7: Primer reševanja
podobe: umetniška (Art), fotografija (Photo), risba (Drawing). Svoje lističe so prinesli k računalnikom v kotičkih in najprej ukaza in omogoča izbor različnih oblik prikazov grafične
Učenci so svoje angleške ukaze prenesli s papirja na spletno stran preverili, na kakšen način ChatGPT razloži pomen besed. Ker pa se tudi ChatGPT zmoti ali pa je njegova razlaga nepopolna, so in oživeli svoje domače živali (Slika 6). morali pomen besede preveriti še v spletnem slovarju. V
nekaterih primerih odgovori ChatGPT niso bili več v slovenščini,
saj je besedo prepoznal kot hrvaško ali srbsko. Učenci so svojo
razlago primerjali z razlago ChatGPT in razlago slovarja. Po
pregledu naključno izbranih besed so ugotovili, da ima ChatGPT
omejeno razlago slovenskih besed, ki ni vedno pravilna, kar pa
ne velja za spletne slovarje. Učenci so kot prednost ChatGPT
navedli preprosto uporabo in ponujen odgovor, ki ga je potrebno
samo prebrati. ChatGPT je pravilno razložil vsakdanje
enopomenske slovenske besede, pri večpomenskih ali
nevsakdanjih besedah pa je bila njegova razlaga nepopolna ali
celo napačna, npr. nevsakdanji, nagel, ugnati (Slika 8).
Slika 6: Primer izdelka z uporabo Craiyon
tehnologije ter njene uporabnosti. Opisani primeri kažejo, da je
uporaba tehnologij z umetno inteligenco preprosta in se jo da
uporabiti na različnih področjih. Učenci z uporabo tehnologije
dobijo vpogled v delovanje umetne inteligence na vsakodnevni
ravni in spoznajo njene omejitve. Vzporedno s samo uporabo pa
je potrebno ozavestiti vzgojni moment odgovornosti uporabnika
Slika 8: Primer razlage besede s ChatGPT uporabljal določena spletna orodja. Navkljub omejitvam, s umetne inteligence, ki se mora zavedati, v kakšen namen bo
katerimi se šole soočajo, digitalne strategije in načrti za
Ob zaključku ure smo na tablo zapisali deset besed po izbiri
razložil besedo. Ko smo prešteli označbe, se je izkazalo, da so postala del življenja sodobnega otroka, ki bo odraščal v hitro spletni slovarji bolje razložili posamezne besede. Po pregledu spreminjajoči se tehnološki družbi. Prav zato bi šole morale najti nabora izbranih besed so učenci prišli do sklepa, da se ChatGPT način, kako integrirati nova znanja v že obstoječi učni program, učencev in označili, kateri spletni pripomoček je pravilno opremo ali strokovna usposabljanja. Umetna inteligenca je razvijanje digitalnih kompetenc, niso vedno vezani na samo
bolje obnese pri razlagi besed iz neumetnostnih besedil, kar so pokazati uporabnost in omejitve novih tehnologij, ki jih sodobni tudi preizkusili. Neumetnostna besedila vsebujejo več preprostih človek srečuje na vsakem koraku. oz. enopomenskih besed, medtem ko umetnostna besedila
vsebujejo ekspresivne in zastarele besede ter besede, ki imajo več LITERATURA IN VIRI pomenov. Najbolj zanimiva pa je bila ugotovitev, da nobena od
tehnologij ne more nadomestiti branja, kjer bralci spoznavajo [1] Vourikari, R., Kluzer, S., Punie, Y. 2023. Dig Comp 2.2: Okvir digitalnih
kompetenc za državljane. Z novimi primeri rabe znanja, spretnosti in
pomen besedišča v različnih kontekstih. stališč. Ljubljana: Zavod Republike Slovenije za šolstvo. DOI:
https://www.zrss.si/pdf/digcomp_2_2_okvir_digitalnih_kompetenc.pdf
[2] Sambolić Beganović, S. et al. 2023. Zakaj digitalna strategija? Priporočila
3 snovalcem digitalnih strategij. Ljubljana: Zavod Republike Slovenije za ZAKLJUČEK
šolstvo. DOI: https://www.zrss.si/wp-content/uploads/2023/08/Zakaj-
digitalna-strategija.pdf
Umetna inteligenca v šoli je uporabna na različnih [3] Kaj je umetna inteligenca in kako se uporablja v praksi? DOI:
predmetnih področjih in na različnih razvojnih stopnjah. Ne https://www.europarl.europa.eu/topics/sl/article/20200827STO85804/kaj
samo, da bi umetna inteligenca morala postati del digitalnih -je-umetna-inteligenca-in-kako-se-uporablja-v-praksi
[4] ChatGPT: Klepetalni robot TalkAI v slovenščini. DOI:
strategij šole, učenci bi morali poznati prednosti in slabosti nove https://talkai.info/sl/
Using Digital Analysis Skills for Description of Simple
Pendulums – Interdisciplinary Example of Combining
Physics, Mathematics and Computer Science
Uporaba digitalne analize pri opisu enostavnih nihal –
Interdisciplinarni primer povezovanja fizike, matematike in
računalništva
Luna Pestotnik Stres
Gimnazija Bežigrad
Peričeva 4,
1000 Ljubljana
luna.pestotnik@gimb.org
ABSTRACT 1 INTRODUCTION
observation of physics experiments. In the case of pendulum computer science – into educational system is still in experiments where the oscillations take place on short time scale development. It is important to make a connection between of tenth of a second, the use of ICT help us to track the pendulum informational technology and science education, as the youth is movements in time. A video recording of a pendulum from a the leading force of the world. In this context it is essential to distant point was made and then analysed using different ICT present informational technology as a way of connecting tools. We studied the impact of different tension in the pendulum education and science. for analysis of a physics experiments. ICT skills are essential in crucial for the development of the society. However, the establishing the potential for automated or digital analysis in the integration of different fields of science – physics, chemistry, In this paper, we describe creation of a digital environment In today’s world, digital skills are becoming increasingly
supporting string on the motion of pendulums and compared it In this paper, we describe an experiment done as part of the
with the theoretical prediction. With the help of independently International Baccalaureate at the Gimnazija Bežigrad. There
library, using analytical tools such as ROOT, we showed the how changing the tension in the supporting string of a coupled interdependence of the independent variable on the coupled pendulum affects the behavior of the two pendulums; secondly, created automated Python program and the OpenCV graphical were two aims to the experiment: Firstly, we wanted to determine
pendulum movement. to learn about digital tools needed to conduct the experiment as
KEYWORDS The goal of this research was to determine the relationship a regular study.
Digital technologies, digital skills, data analysis, coupled between the tension in the supporting string and the period of
pendulum, video recording, smart phone energy exchange. We also explored the energy transfers between
the pendulums and the effect of damping on the system.
POVZETEK The conducted experiment is based on the theory of coupled
V tem prispevku opisujemo vzpostavitev digitalnega okolja pendulums. In the high-school physics curriculum the equations
za analitiko v fizikalnih eksperimentih. IKT spretnosti so of motion for a single mathematical pendulums are derived from
bistvenega pomena pri ugotavljanju možnosti avtomatizirane ali a single differential equation. An interesting extension is an
digitalne analize pri opazovanju fizikalnih eksperimentov. extension to two pendulums, which are connected by a common
Dokazali smo, da ta trditev velja v primeru sklopljenega nihala. support string which produces a driving force depending on the
Analiza videoposnetka sklopljenega nihala je bila narejena. position of one pendulum on another and enables the energy
Rezultati so bili med seboj primerjani glede na silo v vrvici na transfer between pendulums. The motion is in general not
katero sta pritrjeni obe nihali. S pomočjo neodvisno ustvarjenega periodic, for certain conditions the energy is transferred between
Python programa in grafične knjižnice OpenCV ter z uporabo the pendula in a repeated manner. An interesting dependence on
analitičnega orodja ROOT, smo dokazali soodvisnost med the tension in the string can be studied.
spremenljivkami v gibanju sklopljenega nihala. The movement of the pendulums was recorded using a smart
phone camera. The acquisitions had to be taken in an controlled
sklopljeno nihalo, video posnetek, pametni telefon Digitalna technologija, digitalne veščine, analiza podatkov, without any visible features were preliminary to eliminate any potential errors in the detection of the pendulums. KLJUČNE BESEDE environment without shadows and homogeneous background
During the analysis phase the positions of two masses were In a coupled pendulum, the situation is similar. However,
extracted from the video frames and analytical expression with there is an additional force of the supporting spring made by one
free parameters fitted to the data. The fit parameters were then pendulum on the other. On this case the differential equations of
used to study the above dependence. motion of the two oscillators are:
2 METHODS
The analysis of the movement of the coupled pendulum was
made in two phases. The first part of the experiment was
acquiring data in the form of video recording by a smart phone.
The second part of our research was analytical.
Constants ν1, ν2 and μ are introduced as follows:
2.1 Pendulum movement detection
2.1.1 A coupled pendulum setup
Figure1) consisted of two spheres of the same masses on strings For a pair of coupled oscillators, where the conditions for The setup of a coupled pendulum used in the experiment (see
of equal length, attached to a supporting string. The system is simple harmonic motion apply, there are two ways that the
symmetrical so that lengths a and b are equal. One side of the system can oscillate; equal in magnitude and direction or equal
string was passed over a pulley, under which a weight was hung. in magnitude but opposite in direction – called normal modes. In
The force in the string was varied using weights of different case of ν1 = ν2 we get:
masses.
The solutions for equations are therefore:
From the equation, we can see that each oscillator has two
Figure 1. A coupled pendulum setup oscillations; one with frequency 𝜈 , and another with frequency 1
𝜇2 , which we annotate as frequency f. The reciprocal of
2.1.2 Procedure 2𝜈1
frequency f is the period of energy exchange (P); the time one of
Firstly, it was ensured that the pendulums were of equal
the oscillators (when the motion starts at x1 = x0, and x2 = 0)
lengths and weights. One of the mass spheres was released from
takes to completely stop at x=0. It can be calculated as:
a small controlled angle, at different tensions in the string, and
left to swing. The motion of both mass spheres was recorded with
a camera so that exact position and energy dissipation could be
analyzed via video analysis using a custom Python code. A video
for tensions 2.5N, 5.0N, 7.5N, 10N, 12.5N, 15N, 17.5N, 20.0N, 2.1.4 Video recording of the pendulums 22.5N and 25.0N in the string were made. The detection of the motion was done by a digital camera. The
2.1.3 Theoretical background camera was placed vertically above the setup and positioned
Considering a simple harmonic motion of a simple mass- close to the pendulums, because the measurements on the video
spring pendulum. The differential equation driving the motion would otherwise not be detected accurately and would get
can be written as distorted. It was ensured that the material under the pendulums
was uniform and that the environment was controlled in a way
that all shadows were eliminated. The camera used in this
experiment was smart phone iPhone 13 camera.
2.2 Analysis
, where the general solution of it gives us the equation of The experiment was divided into three parts. Firstly, the
motion motion of both spheres was recorded with a smart phone camera
so that exact position and energy dissipation could be analyzed
via video analysis using a custom Python code.
2.2.1 Python video to image processing
The photos taken by the camera were then transferred to a
computer, where further analysis was carried out. The captures
were analyzed using OpenCV library [1] in Python, an open 3 RESULTS source software library for computer vision and machine learning.
The video was divided into images, whereas the capture of 3.1 Determining the displacement
photos was 33 frames per second. The pictures where then Our initial goal was to describe the movement of coupled
converted to greyscale, and a threshold was applied, so that the pendulums. We recorded 5 minutes long videos. After the
masses of pendulums could be recognized. The threshold was acquisition, the analysis was carried out. The images were
denoted in a binary system, where the colour of the picture was analyzed using the described digital tools. After the process of
either black (1) or white (0). The image was divided into two analyzing and converting the videos, a graph of the displacement
regions corresponding to images of two masses. The base code of each pendulum, through time was drawn by fitting the function
was found on the internet and was then changed so that it suited of a coupled pendulum equation on the graph. The graph drawn
our experiment’s needs. by the program is shown below:
Figure 2. A part of OpenCV Python code
2.2.2 Python [2] – calculating the center of the mass
The converted frame to a black-and-white image was then Figure 5. Displacement through time for Pendulum 1 and 2
further analyzed, using the black pixels to calculate the center of in x and y direction both masses:
The movement was analyzed for pendulum1 and pendulum 2
in x and y directions. The movement in x direction is as expected
a sinusoidal oscillation, while the movement in the y direction is
a also sinusoidal with much smaller oscillation due to imperfect
i initial conditions, when the mass was released. On the graph it runs over all the black pixels, and xi and yi are the pixel
coordinates of the i-th pixel. can be seen, that there are two frequencies with which the
pendulums oscillate, the zoom of the motion in x is shown in
Figure 6:
Figure 3. Pendulum analysis
Figure 6. Displacement through time for Pendulum 1
2.2.3 ROOT analysis
ROOT [3] was in this experiment used to determine: The first frequency v presents a normal oscillation of a
- pendulum, while frequency f is a waving behavior of period of The average time between two frames,
- energy exchange. the difference between the two times,
- the difference in displacement
3.2 Determining the velocity
Using the obtained data the velocities were calculated as dx/dt.
Further on, the kinetic and potential energies were calculated as From the graphs x(t) in the x and y direction, velocity of each
mv2 pendulum was determined as the first derivative of displacement /2 and mgh.
using ROOT.
Figure 4.A part of ROOT code
Figure 3 and Figure 4 both show the energy of the Pendulums
1 and 2. Both pendulums are slowly decreasing in the energy, as
some of the energy gets transferred into other forms of energy.
The dissipation of energy is therefore clearly seen in the
following graph.
Figure 7. Velocity through time for Pendulum 1 and 2 in x
and y direction
As expected, the amplitude of velocity of both pendulums in
the x- direction is slowly decreasing, which is corresponding to
the decreasing velocity. In the y direction, the error from the
initial displacement becomes less evident, as the movement and
therefore velocity settles down.
Figure 20. Total energy of the system
3.3 Energy of a coupled pendulum
Both kinetic and potential energy were calculated for each 3.4 The effect of tension on the period of energy
frame, so that a total energy could be plotted. exchange
The system was tested under different initial conditions,
where the tension in the supporting string has been changed. The
effect of different tensions was tested in terms of period of energy
exchange, the time the first pendulum needed to completely stop.
The force in the string has therefore varied from 2.5N to 25N.
When analyzing the video recording and fitting the right function
on the graph, a period of energy exchange was also calculated for
each tension. The results were obtained as follows and plotted in
Excel:
140.00
s) 120.00
(
ge
an 100.00 h
xc
e 80.00
Figure 8. Energy through time for Pendulum 1 and 2 in x gyer 60.00 en f
and y direction o 40.00 d io
er 20.00 P
-
- 5.000 10.000 15.000 20.000 25.000 30.000
Tension in the string (N)
Figure 11. Period of energy exchange as a function of
tension in the string
The interdependence found from the graph is almost linear. It
can be seen that there are some errors to the result, which are a
consequence of different distortions of the results.
4 DISCUSSION
After completing the experiment we have been able to make
a few observations and address several improvements that could
be made to increase the accuracy of the experiment.
Firstly, the smart phone camera could be positioned in a way
that the distortion of the picture would not affect the results. This
Figure 9. Energy through time for Pendulum 1 and 2 in x could be done by making a special set up for the camera to
direction stabilize it, and insure the position of the camera was constant.
Further on, the length of the pendulums could be measured
more accurately, to eliminate the errors due to uneven pendulums.
Lastly, the background on the video could be more even, to
ease the conversion to black and white pixels.
In conclusion, the experiment could be performed more
professionally and accurately.. However, in a high school setting,
when students are limited by time and resources, we believe the
experiments have been performed optimally.
5 CONCLUSION
The purpose of the work was to describe the movement of the
coupled pendulum and to look at the correspondence between the
tension in the string and the period of energy exchange.
For the purpose of the experiment a simple custom program
has been used. The use of this program is a great base for further
explanations and demonstrations of kinematics of oscillating
systems. Basic knowledge is needed for the understanding of the
program, which makes it perfect for teaching high school
students, trying to connect their knowledge of physics, computer
science and mathematics.
REFERENCES
[1] OpenCV: Open source computer vision [internet]. [cited on August 22,
2024]. Available from:
[2] Python. [internet]. [cited on August 22, 2024]. Available from:
https://www.python.org/.
https://docs.opencv.org/4.x/d6/d00/tutorial_py_root.html.
[3] ROOT analysis programme. [internet]. [cited on August 19, 2024].
Available from: http://root.cern.ch.
Umetna inteligenca v izobraževalnem procesu – uporaba
virtualnih laboratorijev pri kemiji
Artificial Intelligence in the Educational Process – The Use of
Virtual Laboratories in Chemistry
Miha Povšič
Srednja ekonomska storitvena in
gradbena šola
Šolski center Kranj
Slovenija
miha.povsic@sckr.si
application offers significant opportunities to enrich the
POVZETEK educational process and enhance the personalized learning
Vpliv umetne inteligenca (UI) v izobraževalnem procesu je approach.
vedno večji, saj se je vključila že skoraj v vse pore šolstva.
Elemente umetne inteligence lahko s pridom izkoristijo tako KEYWORDS
učitelji za pripravo učnih gradiv, kot učenci za samostojno delo, Artificial intelligence, virtual laboratories, personalized
seveda pod budnim očesom učitelja. Članek poudarja prednosti learning
personaliziranega učenja, interaktivnosti in takojšnih povratnih
informacij, ki jih umogoča uporaba UI z uporabo virtualnih 1 Vloga UI v izobraževanju
laboratorijev pri poučevanju kemije in sicer ChemCollective, za Tehnologije UI že vplivajo na številne vidike izobraževanja,
poučevanje kemijskih reakcij. S pomočjo raziskave v katero je od administrativnih nalog do personaliziranih učnih izkušenj. Na
bilo vključenih 57 dijakov, razdeljenih v testno in kontrolno nekaterih ključnih področjih je UI prinesla pomembne izboljšave.
skupino, je bilo ugotovljeno, da uporaba aktivnega laboratorija Personalizirano učenje je ena od teh, kjer sistemi UI analizirajo
pri poučevanju kemijskih reakcij spodbuja boljšo angažiranost podatke o učencih in tako omogočajo prilagojene učne izkušnje,
učencev, boljše razumevanje kompleksnih konceptov in boljše ki naslovijo posamezne prednosti in slabosti [1]. Povečana
učne rezultate. Vključevanje UI v šolah zahteva temeljit angažiranost učencev je še ena prednost, saj interaktivna orodja,
premislek, vendar s smiselno in premišljeno uporabo prinaša kot so virtualni laboratoriji, spodbujajo motivacijo in večjo
veliko možnosti za obogatitev učnega procesa in nadgradnjo vključenost učencev [2]. Poleg tega UI omogoča dostop do
personaliziranega pristopa učenja. širokega nabora izobraževalnih virov, kar olajša tako poučevanje
kot učenje [3].
KLJUČNE BESEDE
Umetna inteligenca, virtualni laboratoriji, personalizirano 1.1 Uporaba virtualnih laboratorijev pri pouku
učenje kemije
Za dodatno obogatitev pouka z možnostjo večkratne
ABSTRACT ponovitve, so virtualni laboratoriji postali neprecenljiva orodja
The impact of artificial intelligence (AI) in the educational za učence. Eden izmed takšnih virtualnih laboratorijev, ki je
process is growing, as it has become integrated into nearly every brezplačen je ChemCollective, ki ponuja realistične simulacije
aspect of schooling. AI elements can be effectively utilized by kemijskih eksperimentov v angleškem jeziku. Številne šole se
both teachers for preparing instructional materials and students dandanes soočajo s prostorsko stisko in nimajo kemijskih
for independent work, all under the careful supervision of the laboratorijev, prav tako pa zaradi kadrovske podhranjenosti
teacher. This article highlights the advantages of personalized marsikatera šola nima asistentov za pripravo in pomoč pri
learning, interactivity, and immediate feedback enabled by AI izvajanju vaj. Določene vaje organske kemije, so za dijake
through the use of virtual laboratories in teaching chemistry, nevarne, saj se pri reakcijah sproščajo strupeni plini. Aplikacija
specifically ChemCollective, for instructing on chemical omogoča učencem izvajanje poskusov v varnem in
reactions. A study involving 57 students, divided into test and nadzorovanem okolju. To je še posebej koristno pri poučevanju
control groups, found that the use of active laboratories in kemijskih reakcij, kjer je praktična izkušnja ključnega pomena
teaching chemical reactions promotes better student engagement, za razumevanje.
improved understanding of complex concepts, and enhanced Z uporabo virtualnih laboratorijev zagotovimo varno okolje
learning outcomes. While the integration of AI in schools za učenje, saj lahko učenci izvajajo eksperimente brez tveganja
requires careful consideration, its thoughtful and deliberate za poškodbe ali škodo. Prav tako pa lahko eksperiment v primeru
neuspeha ponavljajo toliko časa, dokler ne osvojijo določenega
znanja [4]. Realistične simulacije pomagajo učencem bolje
razumeti zapletene koncepte kemijskih reakcij [5]. Ena izmed
prednosti je tudi dejstvo, da lahko do virtualnih laboratorijev
učenci pristopajo kjerkoli in kadarkoli – vse kar potrebujejo je
pametni telefon, tablico ali računalnik. S tem je omogočeno, da
učitelji prilagodijo učno uro glede na učilnico v kateri se nahajajo
istočasno pa lahko učenci dostopajo do virtualnih laboratorijev
tudi od doma, ko želijo določeno učno snov dodatno utrditi ali
zgolj preveriti kakšno zakonitost [1]. Vritualni laboratorij, ki
uporablja UI omogoča tudi takojšnje povratne informacije o
uspešnosti eksperimentov, kar učencem pomaga pri učenju in
odpravljanju napak v realnem času [6]. Slika 2: Prikaz uporabe ChemCollective
Uporaba virtualnih laboratorijev je v šolah smiselna, vendar
se mora tudi smiselno uporabljati. Namen virtualnih 1.2 Implementacija virtualnih laboratorijev pri
laboratorijev ni popolna nadomestitev fizičnih laboratorijev, saj pouku kemijskih reakcij
ne omogočajo urjenja ročnih spretnosti učencev, ki jih lahko Da bi ugotovil uspešnost in smiselnost uporabe virtualnih
dodobra naučijo določenega orodja/aplikacije, ki ga imajo namen razdeljenih v dve skupini: testno skupino, ki je za izvajanje uporabljati pri pouku. Na spletu lahko najdemo številna kemijskih eksperimentov uporabljala virtualni laboratorij usposabljanja/vodiče za virtualne laboratorije, ki prikažejo ChemCollective, in kontrolno skupino, ki je delala v fizičnem učinkovito uporabo virtualnih laboratorijev in njihovo vključitev laboratoriju. Testna skupina je štela 28 učencev, kontrolna pa 29. v svoj učni načrt [2]. Pri pripravi učnega načrta, naj bo glavna Študija je potekala v času ene učne konference. Učinke uporabe smernica ta, da v učni proces vključuje virtualne laboratorije na virtualnega laboratorija sem meril z izvedbo predtestov in pripomočkov za izvajanje kemijskih eksperimentov. Pred izvedel raziskavo med dvema skupinama srednješolskih učencev uporabo virtualnih laboratorijev je smiselno, da se učitelji pri pouku kemije. V raziskavi je sodelovalo 57 učencev, pridobijo le z rokovanjem dejanske steklovine in uporabe ostalih laboratorijev na znanje in posledično učne rezultate učencev, sem
način, ki dopolnjuje tradicionalne metode poučevanja [7]. zapoznelih testov, pri čemer sem uporabil orodje Kahoot za
ocenjevanje znanja v obeh skupinah.
Slika 1: Prikaz Virtualnega laboratorija ChemCollective
Kljub očitnim prednostim virtualnih laboratorijev je potrebno
pomisliti tudi na izzive. Kljub dejstvu, da imajo dandanes skoraj
vsi učenci pametne telefone, ki brez težav omogočajo uporabo Slika 3: Prikaz uporabe ChemCollective v razredu
virutalnih laboratorijev, ne smemo pozabiti na tiste, ki zaradi
takšnih ali drugačnih razlogov pametnih telefonov nimajo. V ta Rezultati, pridobljeni s pomočjo zapoznelega testa,
namen, je smiselno, da ima šola na voljo prenosne računalnike opravljenega preko aplikacije Kahoot, so pokazali statistično
ali tablične računalnike, ki učencem omogočajo sledenje učni uri. pomembne razlike v znanju testne skupine v primerjavi s
V kolikor šola takšnih sredstev ne more zagotoviti, lahko učence kontrolno skupino in sicer za kar 7%. Vprašanja, ki so se
razporedimo v dvojice ali manjše skupine, kjer na manjšem nanašala na odnos in ne na znanje učencev o kemijskih reakcijah
številu telefonov izvajajo vaje. [4]. Ker uporaba UI vključuje pa so prikazale še večje odstopanje, saj je bilo dijakom takšno
zbiranje in analizo podatkov o učencih, je pomembno, da ima delo zanimivejše in so pokazali pozitivnejši odnos do učne snovi
šola zapisan informacijsko varnostni dokument, v katerem so – učenci v testni skupini so bili bolj angažirani in motivirani.
določeni ukrepi za varstvo podatkov in za zaščito informacij o 92 % učencev testne skupine je poročalo, da jim je uporaba
učencih [6]. Zaradi algoritmov UI je potrebna tudi previdnost in virtualnih laboratorijev naredila učenje bolj zanimivo in
ozaveščanje učencev o uporbi “piškotkov”, saj se UI uči od dostopno. Rezultati so pokazali, da so imeli učenci testne skupine
uporabnikov in shranjuje njihove pretekla iskanja. Previdno je globlje konceptualno razumevanje, saj so zaradi večjega števila
treba obravnavati tudi potencialno prekomerno odvisnost od ponovitev v virtualnih laboratorijih imeli bolje reševali probleme
tehnologije [1]. in imeli večjo sposobnost uporabe kemijskih konceptov v
resničnih scenarijih. Povratne informacije iz testne skupine so
poudarile učinkovitost virtualnih laboratorijev pri zagotavljanju
takojšnjega odziva.
Znaten napredek pri testni skupini in višja angažiranost med
učenci testne skupine kažejo na (začetno) učinkovitost virtualnih
laboratorijev pri omogočanju boljših učnih rezultatov. Eden
izmed ključnih vidikov, ki prispevajo k temu uspehu je
nedvomno interaktivno učenje, ki omogoča prilagajanje učenja
potrebam učencev in prostoru in takojšnje povratne informacije.
Dejstvo, da lahko virtualni laboratoriji prilagodi učno izkušnjo
posameznim potrebam, omogoča učencem napredovanje v
lastnem tempu in po potrebi tudi ponavljanje zahtevnih
konceptov [1]. Realistične simulacij v virtualnih laboratorijih
omogočijo interaktivno učno okolje, ki abstraktne kemijske
koncepte naredilo bolj oprijemljive in razumljive [4].
1.3 Zaključek
Vključitev umetne inteligence v izobraževalni proces je zgolj
vprašanje časa, saj ga že dandanes uporabljajo številni učenci za
lažje pridobivanje informacij pri pouku ali učenju. Uporaba
virtualnih laboratorijev pri poučevanju kemijskih reakcij pri
pouku kemije, ponuja pomembne prednosti v smislu
personaliziranega učenja, angažiranosti in konceptualnega
razumevanja. Rezultati raziskave, ki jo opisujem v tem članku
prikazujejo pozitiven vpliv virtualnih laboratorijev na učne
rezultate učencev, kar spodbudno kaže na njihov potencial za
prilagoditev tradicionalnih metod poučevanja. Trditi, da lahko
virtualni laboratoriji nadomestijo fizične je seveda neprimerno in
nesmiselno, saj ne nadomestijo pridobivanja ročnih spretnosti
učencev.
S tem, da učitelji sprejmejo UI in so jo pri pouku pripravljeni
tudi uporabljati kot dodatno spodbudo oz. način za boljše
poučevanje, naredijo prvi korak k pripravi učencev na prihodnost,
kjer je tehnološka pismenost ključnega pomena.
LITERATURA
[1] Holmes, W., Bialik, M., & Fadel, C. (2019). Artificial Intelligence in
Education: Promises and Implications for Teaching and Learning. Boston:
Center for Curriculum Redesign.
[2] Luckin, R., Holmes, W., Griffiths, M., & Forcier, L. B. (2016).
Intelligence Unleashed: An argument for AI in Education. London:
Pearson.
[3] UNESCO. (2021). AI in Education: Challenges and Opportunities for
Sustainable Development. Pariz: United Nations Educational, Scientific
and Cultural Organization.
[4] Zawacki-Richter, O., Marín, V. I., Bond, M., & Gouverneur, F. (2019).
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visokošolskem izobraževanju: Predhodni rezultati. International Journal
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[6] Russell, S., & Norvig, P. (2020). Artificial Intelligence: A Modern
Approach (4. izd.). Pearson.
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doi:10.1186/s41039-017-0062-8
Prednosti IKT tehnologije pri pouku športne vzgoje
Advantages of ICT Technology in Physical Education Lessons
Polona Rajher
III. Gimnazija
Maribor, Slovenija
polona.rajherl@gmail.com
particular product. As a result, unhealthy foods are often
POVZETEK mistaken for healthy foods and eaten in good faith. In order to
V prispevku je predstavljeno, kako se lahko s pomočjo IKT approach adolescents in a different way the importance of a
tehnologije lotimo izziva prekomerne telesne teže dijakov in healthy diet for their development and metabolism, a study was
dijakinj ter spregovorimo o pomenu zdrave prehrane in presnove, conducted in which students first tested their knowledge of
ki je v času odraščanja za mladostnike ključnega pomena. healthy eating, completed a survey of their eating habits, and then
Mladostniki se v našem učnem sistemu pogosto srečajo s participated in workshops on the importance of healthy eating
pomenom zdrave prehrane, prav tako pa je zdrava prehrana and metabolism. Through the Energy for life application,
pogosto tema v medijih. Kljub pogostemu omenjanju pomena students learned the importance of a healthy diet and how
zdrave prehrane, je raziskava pokazala, da mladostniki nutrients are metabolised in our bodies, and then tested their
velikokrat posežejo po nezdravi hrani. Več kot polovica knowledge with a questionnaire. At the end of the workshop,
anketiranih mladostnikov je mnenja, da se prehranjujejo zdravo, students used the application Veš kaj ješ? and made examples of
vendar so rezultati pokazali, da je v resnici takšnih zgolj 28%. healthy menus.
Potrošniki pogosto v trgovini kupujemo hrano glede na izgled
embalaže, mladostniki pa so glede na vizualni izgled in KEYWORDS
oglaševanje določenega izdelka še bolj dovzetni. Posledično ICT technology, healthy nutrition, overweight, workshop,
nezdravo hrano pogosto zamenjajo za zdravo in jo v prepričanju, metabolism, aplication
da je zanje ustrezna, jedo. Da bi mladostnikom na drugačen način
približali pomen zdrave prehrane, je bila opravljena raziskava, v
kateri so dijaki najprej preverili svoje znanje o zdravi prehrani, 1 UVOD
izpolnili anketo o njihovih prehranjevalnih navadah in bili nato Zdrava prehrana je nekaj o čemer se zadnje čase zelo pogosto
vključeni v delavnice o pomenu zdrave prehrane in presnove. Na govori. Pomen zdrave prehrane je ključen za zdrav razvoj, saj
delavnicah so dijaki s pomočjo aplikacije Energy for life na telo za izgradnjo notranjih ogranov, mišic, kostnine in živčevja
interaktivni način spoznali pomen zdrave prehrane in kako se nujno potrebuje hranila, ki jih vsebuje hrana. V zgodnjem
hranila presnovijo v našem telesu. Svoje znanje so nato preverili otroštvu se običajno prehranjujemo bolj zdravo in uživamo
z vprašalnikom. Na koncu delavnice so dijaki s pomočjo raznoliko prehrano, ki nam omogoča zdrav razvoj. Otrokov
aplikacije Veš kaj ješ? naredili primere zdravih jedilnikov. jedilnik določajo starši oz. skrbniki in posledično ne moremo kot
posamezniki vplivati na izbor hrane in uživati zgolj hrane, ki nam
KLJUČNE BESEDE je všeč. V času pubertete, pa mladostniki počasi začnejo sami
IKT tehnologija, zdrava prehrana, prekomerna telesna teža, določati svoj jedilnik in pri tem večkrat ne upoštevajo smernic
delavnice, presnova, aplikacija zdravega prehranjevanja. Nepravilen izbor živil in njihovo
uživanje pa lahko pusti posledice, ki se pokažejo kot nepravilna,
ABSTRACT neenakomerna rast za vse življenje, prav tako pa lahko vpliva na
The article presents how we can tackle the challenge of oblikovanje prehranjevalnih navad v kasnejšem življenju. [6]
excessive body weight in male and female students and address Zaradi upada upoštevanja smernic zdrave prehrane skozi
eating in our learning system, and healthy eating is often a topic so sprva izpolnili vprašalnik, ki je preveril njihove prehranske navade, nato pa so preko didaktične delavnice, pri katerih so in the media. Despite the frequent mention of the importance of uporabljali interaktivni aplikaciji, ki mladostnike spodbudita k a healthy diet, research has shown that adolescents often resort boljšem razumevanju pomena zdrave prehrane in njene presnove, to unhealthy foods. More than half of the adolescents surveyed spoznavali načela zdravega prehranjevanja. Z vidika varovanja said they were eating healthy, but the results showed that only zdravja je namreč zdrava prehrana za mladostnike izredno 28% actually did. Consumers often buy food at the store based technology, which is crucial for adolescents during their growth. namen je ugotoviti prehranske navade mladostnikov, v kateri so sodelovali dijaki tretjih letnikov III. gimnazije Maribor. Dijaki Adolescents are often confronted with the importance of healthy the importance of healthy diet and metabolism using ICT obdobje pubertete je bila posledično opravljena raziskava katere
on the appearance of the packaging, and adolescents are even pomembna, saj imajo ravno v tem obdobju veliko večje potrebe
more receptive to the visual appearance and advertising of a po beljakovinah, vitaminih in mineralih ter energiji. [1]
2 Ker so bolezni, ki jih povzroča nezdrava prehrana velik POMEN ZDRAVE PREHRANE
gospodinjstva srečajo s pomenom zdrave prehrane, kjer se učijo Mladostniki se že v času osnovne šole pri pouku javnozdravstveni problem, se veliko pozornosti namenja k omilitvami posledic le teh.
o prehranski piramidi in različni pripravi hrane. Nato se o
prehrani in presnovi učijo pri pouku biologije, kjer največ 3 INTERAKTIVNO POUČEVANJE poudarka namenijo presnovi ter vgradnji hranil v človeško telo
in posledicah nepravilne prehrane in prehranskih navad. Njihove Ustaljena praksa poučevanja mladostnikov o pomenu zdrave
prehranske navade so v času osnovne šole običajno dobre, vsaj v prehrane, očitno ne prinaša dobrih rezultatov, saj se delež
prvi in drugi triadi. V tretji trijadi pa mladostniki med glavnimi mladostnikov, ki imajo slabe prehranske navade in posledično
obroki pogosto uživajo prigrizke za katere je značilno, da zdravstvene težave, iz leta v leto povečuje. Razlog za slabe
vsebujejo veliko energije, zaradi prisotnosti sladkorjev in navade mladostnikov, bi lahko bili tudi zastareli načini
maščob, ne vsebujejo pa hranilnih snovi, ki jih telo potrebuje za poučevanja v šoli, saj so učenci zaradi uporabe interneta,
krepitev odpornosti. Ena izmed praks mladostnikov v tretji triadi mobitelov in televizije navajeni na interaktivno pridobivanje
je opuščanje zajtrka in neustrezen ritem prehranjevanja ter informacij. Frontalen način poučevanja, katerega uporablja
premajhne količine zaužite zelenjave. Vendar se prehranske večina učiteljev, v večini primerov ne doprinese k trajnostnem
navade osnovnošolskih otrok v tretji triadi v veliki meri znanju, saj so učenci do takšnega pridobivanja informacij vedno
razlikujejo od navad srednješolskih otrok, saj le ti velikokrat manj motivirani pri učnem procesu [4]. Učitelj mora dan danes
nimajo primerne šolske malice. [5] učence spodbujati, da sami pridejo do določenih spoznanj, ne da
Zdravo prehrano bi lahko opredelili z naslednjimi jim zgolj posreduje znanje. Z uporabo in upoštevanjem
smernicami: konstruktivističnega pristopa pri izkustvenem učenju lahko
- redna prehrana (vsaj 5 obrokov dnevno), učitelj učencem pomaga povezati ugotovitve s praktičnimi
- uživanje hrane glede na prehransko piramido, zakonitostmi. Uporaba IKT (informacijsko komunikacijske
- raznolikost hrane, tehnologije) lahko omogoči posredovanje učne snovi na bolj
- počasno uživanje hrane, ki jo dobro prežvečimo, atraktiven način. Pri pouku lahko uporabimo tako računalnike,
- izogibanje sladkim in mastnim jedem, kot tudi mobilne telefone, sploh v primeru, ko imamo v vzgojno
- izogibanje prigrizkom [2]. izobraževalnem zavodu težave zagotoviti primerno število
Iskanje krivca slabih prehranskih navad mladostnikov ni računalnikov za večjo skupino učencev. Uporaba mobilnih
enostavno, saj na njihove navade vpliva mnogo različnih telefonov pri pouku ima tudi svoje omejitve in predstavlja
dejavnikov. Živimo v okolju, ki spodbuja debelost, saj smo kot določene izzive, sploh od učiteljev. Prednost mobilnih telefonov
družba izredno potrošniko naravnani in nam mediji dnevno je v tem, da jih ima večina učencev in da so običajno zmogljivejši
posredujejo vedno nove in nove proizvode. Poleg tega, pa nas od šolskih računalnikov [3].
okolje spodbuja k temu, da smo vedno manj aktivni (električna
kolesa, električni skiroji, uporaba osebnega vozila...). Podatki za 4 APLIKACIJE ZA POUČEVANJE O
Slovenijo kažejo naraščajoče gibanje prekomeno hranjenih in ZDRAVI PREHRANI IN PRESNOVI debelih mladostnikov in odraslih pri nas, kar kaže, da se navade
pogosto prenašajo s starejše na mlajšo generacijo [7]. Debelost Na spletu je množica različnih aplikacij in spletnih strani, ki
pri mladostnikih je namreč eden izmed največjih problemov opisujejo zdravo prehranjevanje vendar je zgolj peščica
današnjega časa, saj prekomerna telesna teža v mladostniškem didaktično primernih za uporabo v učnem procesu. Večina
obdobju zelo pogosto nakaže na prekomerno telesno težo tudi v aplikacij je namenjena ali izobraževanju ali zabavi, vendar le
odraslem obdobju. Pri mladostniku neuravnotežena prehrana malo je takšnih, ki bi združevale oba spektra. Ena izmed aplikacij,
povzroča manjšo delovno storilnost, utrujenost, manjšo ki je tako poučna, da uporabnik pridobi in utrdi svoje znanje, kot
sposobnost pomnenja in kronične bolezni. Strokovnjaki so tudi zabavna, da se ne naveliča in je pripravljen dlje časa ostati
ugotovili, da so številne bolezni neposredno povezane s hrano, motiviran, se imenuje Energy for life. Aplikacija sicer ne ponuja
kar pomeni da je od prehrane odvisno naše zdravje. Nepravilna uporabe v slovenskem jeziku, temveč je zgolj v angleškem in
prehrana pa je večkrat povezana z različnimi slabimi navadami španskem jeziku. Posledično se lahko aplikacijo uporabi kot
kot je telesna neaktivnost in kajenje. Bolezni katere lahko primer medpredmetnega povezovanja biologije in angleščine.
neposredno povežemo s prehrano so: Prednost aplikacije je tudi v tem, da je popolnoma brezplačna in
- beri-beri (posledica, dolgoročnega pomankanja vitamina omogoča več različnih učnih modulov. Aplikacija s pomočjo
B1), igrifikacije – uporaba dinozavra, ki pritegne pozornost
- skorbut (nastane zaradi pomanjkanja vitamina C v daljšem uporabnika, uči novih konceptov in ga motivira za interakcijo,
časovnem obdobju), kar izboljša učni proces. Zaradi enostavnega umesnika je ta
- hipertenzija (povišan krvni tlak zaradi hrane, ki vsebuje aplikacija dostopna vsem učencem različnih starosti, tako v
visoke vrednosti nitratov), osnovni, kot tudi v srednji šoli. Vizualen prikaz in strokovna
- zobna gniloba (posledica prekomernega uživanja sladke natančnost izrazov, se določi s pismenimi sposobnostmi
hrane in slabe ustne nege). uporabnika. Velik poudarek je na znanstveni pismenosti,
Obstaja še množica drugi bolezni, vendar njihovega nastanka povezan z vizualnimi dražljaji, ki uporabnika spodbujajo k
ne morejo povezati izključno z slabimi prehranskimi navadami. aktivni uporabi aplikacije. Aplikacija je zasnovana tako, da se jo
[8] lahko uporablja ob spremstvu vodje učnega procesa ali pa se jo
uporablja samostojno. Slika 1 prikazuje dinozavra, ki
mladostnika nagovarja, kaj vse lahko s pomočjo aplikacije izve. premajhnih količinah. Pri sliki 4 lahko vidimo, kako je razčlenjen
Uporabnik lahko izbira med različnimi področji, ki jih lahko s prehranski semafor, ki uporabniku sporoča še dopustno vrednost
pomočjo aplikacije osvoji in utrdi svoje znanje. Slika 2 prikazuje določenih hranil v izdelku. Aplikacija Veš kaj ješ? ni namenjana
modul prebavil, katerega uporabnik lahko izbere v aplikaciji in s zabavi in je posledično manj atraktivna kot aplikacija Energy for
pomočjo njega pregleda kaj vse njegovo telo potrebuje za life, zato je vsaj uvodna uporaba aplikacije priporočljiva pod
delovanje. Nato uporabnik preveri kaj se zgodi, če tega hranila vodstvom učitelja. Učitelj mora pred uporabo mobilnih telefonov
ne dobi (nastanek različnih obolenj). Prav tako, ga aplikacija kot učnega pripomočka med poukom oceniti smiselnost, pri
spodbuja k nadaljnjem razmišljanju in preizkušanju naučenega kateri učni snovi ga bo uporabil in katere učne cilje bo s pomočjo
znanja. njih usvojil. Prav tako ni namen vsakodnevne uporabe mobilnih
telefonov pri učnem procesu, saj bi s tem njegova atraktivnost
izzvenela, prav tako pa bi lahko postal moteči faktor v razredu
zaradi morebitne nedovoljene uporabe iz strani učencev.
Slika 1: Prikaz različnih modulov aplikacije
Slika 3: Prikaz aplikacije Veš kaj ješ?
5 RAZISKAVA
Da bi ugotovili odnos do zdrave prehrane mladostnikov in
preverili znanje o pomenu zdravega prehranjevanja in presnove,
je bila opravljena raziskava, v kateri so sodelovali dijaki tretjih
letnikov III. gimnazije Maribor. Za namen raziskave je bilo
izbranih 42 dijakov, ki so sprva izpolnili vprašalnik, ki je bil
sestavljen iz 14 vprašanj, katerih namen je bil ovrednotiti znanje
dijakov o zdravi prehrani in presnovi, prav tako pa je bil namen
vprašalnika preveriti njihove prehranske navade. Nato so bile
izvedene 3 učne ure, pri katerih so dijaki s pomočjo aplikacije
Energy for life ugotovili pomen zdrave prehrane in presnove,
nato pa so s pomočjo aplikacije tudi preverili svoje znanje. Pri
učni uri je bila vloga učitelja zgolj kot usmerjevalec učnega
procesa in ne posredovalca znanja. Po uporabi aplikacije so bili
Slika 2: Prikaz modula hranila dijaki pozvani kakšne so njihove prehanske navade in opisu
njihovega tedenskega jedilnika. Ker so imeli pri jedilniku večje
Aplikacija Veš kaj ješ? omogoča uporabniku preveriti težave, so nato s pomočjo aplikacije Veš kaj ješ? preverili kakšne
energijsko vrednost hrane. Prav tako uporabniku omogoča, da s jedi so primerne za določen del dneva in katerih jedi se morajo
pomočjo prehranskega semaforja ugotovi, katerih živil naj se izogibati pri svoji prehrani. Po zaključku dela z aplikacijo so
zaradi prekoračenih vrednosti določenih hranil izogiba. Namen dijaki s pomočjo razgovora posredovali kaj so se naučili in
aplikacije je pomoč pri sestavi jedilnika, katerega lahko vsak izročke oblikovane skupaj z učiteljem zapisali v zvezke. Nato so
posameznik sestavi glede na svoje prehranske navade. Slika 3 ponovno izpolnjevali vprašalnik, s katerim je bilo preverjeno, kaj
prikazuje primer uporabe aplikacije na pametnem telefonu med so se naučili. Določeni rezultati vprašalnika so bili pričakovani,
opravljanjem nakupov. Aplikacija nam omogoča uporabo saj se je tako znanje kot tudi odnos do zdrave prehrane izboljšal.
kamere pri pametnem telefonu in s tem skeniranje črtne kode Presenetljivo je bilo to, da je bilo 54% odstotkov dijakov mnenja,
izdelka, katerega prehransko vrednost želi uporabnik preveriti. da se prehranjuje zdravo, vendar je bilo nato v nadaljnjem delu
Aplikacija nam nato s pomočjo barvnega semaforja prikaže rezultatov vprašalnika prikazano, da so zmotno prepričani v svoj
katerih hranil je v izdelku v zadostnih, prekomernih ali zdrav način prehranjevanja. Kar 48% dijakov navaja premalo
časa kot glaven krivec za njihove slabe prehranske navade, 35%
dijakov pa navaja, da stres močno pripomore k njihovim
prehranskim navadam. Kot glaven razlog zakaj kupijo določen
proizvod so dijaki podali izgled in njegovo oglaševanje. Večina
dijakov ne pregleda hranilnih vrednosti pred nakupom produkta.
Pri vprašanju katera pijača ima najvišjo vrednost sladkorja, je
sprva od 42 dijakov pravilno odgovorilo zgolj 5 dijakov, kar
nakazuje na njihovo zmotno znanje o hranilih v sladkanih pijačah.
Pri zapoznelen vprašalniku pa je pravilno odgovorilo 18 dijakov.
Večina dijakov, kar 34 od 42 je odgovorila pri zapoznelen
vprašalnikov, da bodo več pozornosti namenili svojim
prehanskim navadam.
6 ZAKLJUČEK
Ključno je, da se o zdravi prehrani začnemo pogovarjati čim
prej v začetku izobraževalnega procesa. Vendar zgolj frontalno
poučevanje ne prinaša željenih rezultatov, saj se delež
prekomerno debelih otrok in mladostnikov v zadnjem času
drastično povečuje. V raziskavi je predstavljen eden od načinov,
kako lahko izobrazimo mlade o pomenu zdrave prehrane.
Aplikacije, ki jih dan danes učenci uporabljajo pri pouku, so
dostopne preko mobilnih telefonov, kar pomeni, da lahko tudi
vzgojno izobraževalni zavodi z omejitvami pri omogočanju
dovolj velikega števila računalnikov za vse učence, omogočijo
svojim učencem izvedbo pouka na takšen način. Ali bo uporaba
takšnih aplikacij drastično vplivala na prehranske navade
učencev je neodgovorno trditi, vendar njihova uporaba lahko
pripomore k boljšem ozaveščanju zdravega načina
prehranjevanja in razumevanju presnove hranil ter zdravemu
načinu življenja.
VIRI
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navade srednješolcev »bolje pozno kot nikoli«. Celje.
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Informacijska tehnologija pri inkluzivnem pouku tujega
jezika
Information technology in inclusive foreign language lesson
Tina Rajhman
Šolski center Kranj
Slovenija
tina.rajhman@sckr.si
razrede, kar je v preteklosti vodilo k uvedbi koncepta integracije
POVZETEK v naše šole. Koncept integracije pravzaprav izvira z Danske, kjer
Vključevanje digitalnih orodij kot so Animoto, Book Creator je bila posledica sprememb v vzgoji in izobraževanju oseb z
ter animacija lutk ali predmetov v ure angleščine omogoča motnjami v razvoju. Takratni danski minister je integracijo
ustvarjanje vključujočega učnega okolja za učence z različnimi opredelil kot vključevanje oseb z razvojnimi izzivi v normalno
potrebami. Animoto omogoča enostavno ustvarjanje in okolje v največji možni meri. To je pomenilo selektivno
prilagajanje videoposnetkov, medtem ko animacija ponuja vključevanje otrok in mladostnikov s posebnimi potrebami v
praktičen način za vizualno predstavitev idej v lastnem tempu. redne vrtce in šole Error! Reference source not found..
Book Creator omogoča ustvarjanje in deljenje digitalnih knjig ter Opozoriti velja, da inkluzija ne vključuje le otrok, ki so
spodbuja sodelovanje med učenci. Ta orodja spodbujajo prepoznani kot otroci s posebnimi potrebami, temveč tudi druge.
kreativnost, učencem pa omogočajo prilagajanje učnih izkušenj To so otroci, ki izvirajo iz socialno depriviligiranih in
lastnim individualnim potrebam, kar povečuje njihovo subkulturnih okolij, otroci priseljencev ali beguncev, otroci, ki
angažiranost in omogoča učinkovitejše učenje. Tako lahko imajo težave s socialno integracijo Error! Reference source not
učitelji ustvarijo okolje, kjer se vsi učenci lahko izražajo na njim found., otroci iz etničnih manjšin ter otroci iz družin z nižjim
najprimernejši način. socialno-ekonomskim statusom Error! Reference source not
found.. Ti učenci se pogosto soočajo z izzivi v šolah zaradi
KLJUČNE BESEDE jezikovnih ovir, pomanjkanja spodbud doma, drugačnih vrednot
in zato potrebujejo znatno podporo tako s strani šole kot učiteljev
Inkluzija, tuji jeziki, informacijska tehnologija, Animoto,
Error! Reference source not found.. Lesar Error! Reference
animacija, Book Creator.
source not found. navaja, da inkluzivno izobraževanje zajema
ABSTRACT tudi otroke, katerih starši začasno delajo v tujini, ter otroke z
različnimi spolnimi usmeritvami. Zakon o spremembah in
Integrating digital tools such as Animoto, Book Creator and dopolnitvah Zakona o osnovni šoli Error! Reference source not
stop-motion animation into English lessons creates an inclusive found. omenja tudi nadarjene učence, za katere mora šola
learning environment for students with diverse needs. Animoto zagotoviti ustrezno izobraževanje s prilagoditvijo učnih metod,
allows for easy creation and customization of videos, while stop- oblik dela, vsebin in omogočiti njihovo sodelovanje v dodatnih
motion animation offers a hands-on approach to visually urah ter drugih oblikah šolskih dejavnosti. presenting ideas at one’s own pace. Book Creator enables the
creation and sharing of digital books, encouraging collaboration 2 Inkluzija pri pouku tujega jezika among students. These tools foster creativity and allow students
Čeprav je poučevanje tujega jezika z upoštevanjem inkluzije
to tailor their learning experiences to their individual needs,
lahko zelo zahtevno, primer v nadaljevanju pokaže, kako
thereby increasing their engagement and enabling more effective
inkluzijo lahko omogočimo s pomočjo informacijske tehnologije.
learning. This way, teachers can create an environment where all
Primer ure angleškega jezika v srednji šoli se osredotoča na
students can express themselves in the way that suits them best.
roman "Skrivnostni primer ali Kdo je umoril psa" britanskega
KEYWORDS pisatelja Marka Haddona. Roman se osredotoča na protagonista
in pripovedovalca, Christopherja Boonea, 15-letnika z avtizmom.
Inclusion, foreign languages, information technology, Cilj pri načrtovanju ure je obravnavanje kompleksnosti avtizma,
Animoto, stop-motion animation, Book Creator. da bi se dijaki lažje spoprijeli z izzivi, ki jih postavlja ta zanimiva
tema.
1 Integracija in inkluzija Ura je zasnovana z namenom, da bi dijaki prebrali kratek
Integracija in inkluzija sta precej podobna koncepta, ki se odlomek iz romana, izbrani izsek besedila pa izrecno poudarja,
razlikujeta glede na različne poglede na obravnavano temo, da ima glavni junak posebne lastnosti. Predstavljeni odlomek je
nedvomno pa gre v obeh primerih za vključevanje otrok s tako za dijake kot za bralce tega članka v izvornem jeziku, torej
posebnimi potrebami v šolo, pri čemer se jim nudi pomoč, v angleščini.
prilagoditve in podporo na vseh ravneh.
Zakonska podlaga Error! Reference source not found.
določa vključevanja učencev s posebnimi potrebami v redne
tako pa se poglablja v širše vprašanje, ali se lahko vživijo in
potencialno vzpostavijo povezave z nekom, ki ima avtizem.
2.1 Inkluzija z informacijsko tehnologijo
Kot učitelji smo dobro seznanjeni z edinstvenimi močmi in
preferencami naših učencev ali dijakov. Glede na to da poučujem
angleščino v programih, usmerjenih v računalništvo, pouk lahko
popestrim z navodilom dijakom, naj pripravijo predstavitev
Christopherja ali pa dela romana z uporabo enega od
razpoložljivih informacijskih orodij. V nadaljevanju
predstavljena orodja so zanimiva alternativa PowerPointu, saj so
uporabniku prijazna in ponujajo zanimive rešitve.
2.1.1 Animoto
Animoto je vsestransko in brezplačno orodje za ustvarjanje
videoposnetkov. Njegovi uporabniki lahko ustvarijo in delijo
neomejeno število videoposnetkov na svojih računih, brez da bi
bilo treba naložiti dodatno programsko opremo. Uporabniki
projekt začnejo tako, da dodajo vse potrebne slike in posnetke,
nato pa jih preprosto povlečejo in spustijo v nastajajoči video.
Platforma ponuja vrsto oblikovalskih orodij, ki uporabnikom
omogočajo, da prilagodijo barve, pisave, glasbo in še več. Error!
Reference source not found.
2.1.2 Stop Motion Animation
Tako imenovana stop-motion animacija je tehnika, ki se
uporablja v animaciji za oživitev statičnih predmetov na zaslonu.
To se doseže z gibanjem predmeta v majhnih korakih, medtem
ko se v vsakem koraku posname en kader. Ko se vsi kadri
predvajajo v zaporedju, prikazujejo gibanje. V opisani animaciji
se pogosto uporablja glinene figure, lutke in miniaturne figure,
saj jih je mogoče enostavno upravljati in premikati. Error!
Reference source not found.
2.1.3 Book Creator
Book Creator je digitalno orodje, ki uporabnikom omogoča
ustvarjanje in branje multimodalnih digitalnih knjig, torej tudi
spodbuja angažiranost učencev oziroma dijakov, ki lahko
ustvarjajo zgodbe in jih multimedijsko oblikujejo. Pri ustvarjanju
svojih knjig lahko uporabniki ustvarijo lastno vsebino (s
pisanjem, risanjem ali nalaganjem lastnih videoposnetkov,
zvočnih datotek in slik) ali pa izberejo spletne multimedijske vire
z interneta. Book Creator se lahko uporablja tudi pri projektno
usmerjenih učnih dejavnostih, saj omogoča sodelovanje več
uporabnikov v realnem času pri ustvarjanju ene knjige. Error!
Slika 1: odlomek iz romana "Skrivnostni primer ali kdo je Reference source not found.
umoril psa"
Za nalogo, ki vključuje predstavitev Christopherja, lahko
ključne besede, ki opisujejo glavnega junaka, in ki poudarijo Ko dijaki besedilo preberejo, dobijo nalogo, da identificirajo dijaki torej prilagodijo videz svojega izdelka, da se ujema s tematiko in njihovo individualno ustvarjalno vizijo.
njegovo edinstvenost. Dijaki v parih primerjajo svoje sezname in
svoje izbire predstavijo drugemu paru. V zadnjem delu so 3 Zaključek dijakom predstavljene tri možnosti, ki temeljijo na inkluziji, in
sicer morajo ustvariti ilustracijo, ki prikazuje glavnega junaka Vključevanje digitalnih orodij kot so Animoto, Stop-motion
Christopherja in njegov svet; odgovoriti na niz vprašanj; ali pa animation in Book Creator v ure angleščine na sodoben in
napisati kratek odstavek o srečanju s Christopherjem. zanimiv način omogoči inkluzijo dijakov z različnimi
Te tri različne naloge so prilagojene različnim sposobnostim sposobnostmi. Ta orodja ne omogočajo le kreativnega izražanja,
in preferencam dijakov. Izbrani pristop upošteva, ali so dijaki temveč tudi opolnomočijo dijake, da prilagodijo svoje učne
bolj spretni pri izražanju skozi vizualne ali besedne vsebine, prav izkušnje svojim individualnim potrebam.
Uporabniku prijazen vmesnik Animoto omogoča enostavno
ustvarjanje in prilagajanje multimedijskih predstavitev, s čimer
zadovoljuje različne učne stile. Stop-motion animacija ponuja
praktičen pristop, ki učencem omogoča, da vizualno predstavijo
ideje v svojem tempu, kar spodbuja avtonomijo v učnem procesu.
Book Creator s svojo vsestranskostjo ne podpira le ustvarjanja
personaliziranih digitalnih knjig, temveč tudi spodbuja
sodelovanje in omogoča različne načine izražanja. Z uporabo teh
digitalnih orodij lahko učitelji omogočijo vključujoče učno
okolje, v katerem lahko učenci in dijaki ne glede na svoje
sposobnosti sprostijo svojo ustvarjalnost in se vključijo v učni
proces na način, ki jim najbolj ustreza.
VIRI
[1] Animoto. (2024). https://animoto.com/education/classroom (Pridobljeno
18. 8. 2024)
[2] Bela knjiga o vzgoji in izobraževanju v Republiki Sloveniji. (2011).
Ljubljana: Zavod Republike Slovenije za šolstvo.
[3] Book Creator (2024). https://edtechbooks.org/onlinetools/book-creator
Pridobljeno 18. 8. 2024)
[4] Lesar, I. (2013). Ideja inkluzije – med različnimi koncepti pravičnosti in
etičnimi teorijami. Sodobna pedagogika, 64(2), 76–95.
[5] Medveš, Z. (2003). Integracija/inkluzija v vrtcu, osnovni in srednji
šoli. Sodobna pedagogika, 54(posebna izdaja), 278–286.
[6] Opara, B. (2015). Dodatna strokovna pomoč in prilagoditve: pri vzgoji in
izobraževanju otrok s posebnimi potrebami. Ljubljana: Centerkontura.
[7] Stop Motion Animation (2024).
https://www.techopedia.com/definition/109/stop-motion-animation
(Pridobljeno 18. 8. 2024)
[8] Zakon o spremembah in dopolnitvah Zakona o osnovni šoli (ZOsn-
H) (2011). Uradni list Republike Slovenije, št. 87/2011. Pridobljeno 18.
8. 2024, http://www.uradni-
list.si/1/objava.jsp?urlid=201187&stevilka=3727
Pomanjkanje kritičnega mišljenja je nevarnejše
od umetne intelligence
Lack of Critical Thinking is More Dangerous than
Artificial Intelligence
Vladislav Rajkovič
Univerza v Mariboru, Fakulteta za
organizacijske vede
Kranj, Slovenija
vladislav.rajkovic@gmail.com
POVZETEK ABSTRACT
Kritično mišljenje igra ključno vlogo pri interpretaciji, Critical thinking plays a key role in interpreting, evaluating
ocenjevanju in uporabi informacij. Medtem ko umetna and applying information. While artificial intelligence (AI)
inteligenca (UI) predstavlja tehnološke priložnosti in potencialne presents technological opportunities and potential dangers, such
nevarnosti, kot so zloraba podatkov, pristranskost algoritmov in as data misuse, algorithmic bias, and job automation, the real risk
avtomatizacija delovnih mest, se pravo tveganje skriva v lies in the inability of humans to properly judge and use this
nezmožnosti ljudi, da te informacije ustrezno presodijo in information.
uporabijo. Critical thinking enables people to separate facts from
Kritično mišljenje omogoča ljudem, da ločimo dejstva od misinformation, recognize ulterior motives, and analyse different
dezinformacij, prepoznavamo skrite motive in analiziramo perspectives. Without these skills, we are more susceptible to
različne perspektive. Brez teh veščin smo bolj dovzetni za manipulation, conspiracy theories and wrong decisions, which
manipulacije, teorije zarot in napačne odločitve, kar lahko vodi can lead to wider social and political consequences.
do širših družbenih in političnih posledic. AI is a tool that we can design and direct, but its use and
UI je orodje, ki ga lahko oblikujemo in usmerjamo, vendar impact depend heavily on the critical thinking of users. If users
njegova uporaba in vpliv sta močno odvisna od kritičnega lack these skills, the technology can exacerbate already existing
mišljenja uporabnikov. Če uporabniki nimajo teh veščin, lahko problems such as polarization, the spread of fake news, and the
tehnologija poveča že obstoječe težave, kot so polarizacija, strengthening of prejudice.
širjenje lažnih novic in krepitev predsodkov. Education and the promotion of critical thinking at all levels
Ključnega pomena je izobraževanje in spodbujanje kritičnega are of key importance, as it enables the responsible and
mišljenja na vseh nivoji, saj omogoča odgovorno in premišljeno thoughtful use of UI and reduces the risks associated with the
uporabo UI ter zmanjšuje tveganja, povezana z napačno uporabo incorrect use of technology. A lack of these skills can lead to
tehnologije. Pomanjkanje teh veščin lahko vodi v večje in bolj bigger and more far-reaching consequences than the technology
daljnosežne posledice kot sama tehnologija. itself.
V prispevku bodo izpostavljeni pomembni pedagoški vidiki The contribution will highlight important pedagogical aspects
kritičnega mišljenja, kot so: vloga učitelja, kurikuluma in of critical thinking, such as: the role of the teacher, the
interdisciplinarnega pristopa. Posebej bo poudarjen pomen curriculum and the interdisciplinary approach. Special emphasis
veščin za 21. stoletje, kot so: digitalna pismenost, sistemsko will be placed on the importance of 21st century skills such as:
mišljenje in razumevanje UI. Govor bo tudi o ustvarjanju digital literacy, systems thinking and UI understanding. The talk
podpornega okolja za kritično mišljenje. will also be about creating a supportive environment for critical
thinking.
Uporaba izobraževalnih aplikacij za prepoznavo travniških
rastlin
The use of educational applications to identify meadow plants
Suzana Rebec
I. osnovna šola Celje
Celje, Slovenija
suzana.rebec@guest.arnes.si
POVZETEK 1 UVOD
V prispevku je predstavljena učinkovita uporaba Digitalna tehnologija je že vrsto let močno vpeta v delo
izobraževalnih aplikacij za spoznavanje rastlin in primerjava le- učitelja, uporaba informacijsko-komunikacijske tehnologije
teh glede na njihovo uporabnost in učinkovitost. Aplikacije so se (IKT) je postala tudi nepogrešljiv del pouka. Pri mlajših učencih
izkazale kot odličen način za prepoznavo travniških rastlin in v 1. triletju osnovne šole je vnašanje digitalnih vsebin prisotno v
dober pripomoček pri obravnavi učne snovi. Kot najboljša manjši meri kot pri starejših učencih, vendar je kljub temu, da
aplikacija izmed preizkušenih se je izkazala aplikacija Pl@ntNet. šestletniki še niso vešči uporabe digitalne tehnologije in vsebin
Enostavna za uporabo, jasno in pregledno zastavljena, shranjuje le-te, mogoče pri pouku uporabljati IKT. Pri tem je potrebno
vnesene rastline in je zelo bogato opremljena s fotografijami premišljeno izbirati snov in vsebine, ki jih lahko kvalitetno
primerov, ki jih nalagajo uporabniki. Obenem ponuja tudi imena povežemo z uporabo tovrstne tehnologije.
rastlin v slovenskem jeziku z možnostjo lastnega vnašanja Pomembno je tudi premišljeno zastaviti celotno obravnavo
predlogov in popravkov. Ob vpisu se je mogoče povezati z določene učne snovi in predvideti, v katerem delu obravnavane
uporabniki s celega sveta. Zelo uporabna je tudi spletna stran snovi bodo določene digitalne vsebine najbolj pripomogle k
aplikacije, ki ponuja dodatno izobraževanje s spoznavanjem boljšemu razumevanju in najboljši možni zapomnitvi snovi.
rastlin po celem svetu. S pomočjo aplikacij je mogoče kvalitetno Prepletanje digitalnih vsebin s preostalimi načini
razvijati tehnike izkustvenega učenja. poučevanja je ob skrbnem načrtovanju lahko odličen način
podajanja snovi in doseganja razumevanja naučenega pri
KLJUČNE BESEDE učencih. Razvijanje računalniške pismenosti je z razpoložljivo
Izobraževalne aplikacije, travniške rastline, izkustveno tehnologijo možno v vseh fazah učnega procesa.
učenje Izobraževalne aplikacije so pri delu z učenci eden od
učinkovitih in zanimivih načinov uporabe digitalnih vsebin, s
ABSTRACT pomočjo katerih je lahko kvalitetno posredovano znanje ter
The article presents the effective use of educational dosežen željen nivo razumevanja.
applications for learning about plants and their comparison in Pri podjetju Lingvist, estonski jezikovni aplikaciji, trdijo, da
terms of their usefulness and effectiveness. The applications have je v določenih primerih lahko učenje preko matematično
proven to be an excellent way to identify meadow plants and a optimiziranih aplikacij bolj učinkovito kot klasično učenje v
good aid in dealing with the learning content. The Pl@ntNet učilnicah. [7]
application proved to be the best application among those tested. Aktivno učenje je način, s katerim dosežemo dobre rezultate
Easy to use, clearly and transparently laid out, stores entered pri znanju učencev. Učenci se ne naučijo veliko samo s tem, da
plants and is richly equipped with photos of examples uploaded sedijo v razredih in poslušajo učitelje, si zapomnijo vnaprej
by users. At the same time, it also offers the names of plants in pripravljene naloge in podajajo odgovore. O tem, kar se učijo, se
the Slovenian language with the possibility of entering your own morajo pogovarjati, o tem pisati, to povezovati s preteklimi
suggestions and corrections. Upon registration, it is possible to izkušnjami in uporabljati v vsakdanjem življenju. To, česar se
connect with users from all over the world. The website of the naučijo, morajo ponotranjiti. Aktivno učenje se lahko zgodi tudi
application is also very useful, offering additional education by izven učilnice. [1]
learning about plants around the world. With the help of Izkustveno učenje temelji na izkušnjah. To je oblika učenja,
applications, experiential learning techniques can be developed ki skuša povezati neposredno izkušnjo, opazovanje, spoznavanje
qualitatively. (kognicijo) in ravnanje v neločljivo celoto. Tovrstno učenje se je
razmahnilo v zadnjih letih, kot odgovor na pretežno na knjigah
KEY WORDS in učiteljevi besedi zasnovano učenje, ki razvija predvsem
Educational applications, meadow plants, experiential abstraktno simbolično znanje in kot izraz želje po tesnejši
learning povezavi teorije in prakse. S pomočjo tehnologije je tehnike
izkustvenega učenja smiselno izvajati tudi v e-izobraževanju.
Permission to make digital or hard copies of part or all of this work for personal
or classroom use is granted without fee provided that copies are not made or
distributed for profit or commercial advantage and that copies bear this notice and
the full citation on the first page. Copyrights for third-party components of this
work must be honored. For all other uses, contact the owner/author(s).
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
© 2024 Copyright held by the owner/author(s). Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia S. Rebec
2 Vizija kreatorjev aplikacije iNaturalist je svet, v katerem APLIKACIJE ZA PREPOZNAVO RASTLIN
Prvošolci so si na učnem sprehodu na travniku v času lahko vsakdo razume in vzdržuje biotsko raznovrstnost s prakso
podaljšanega bivanja ogledali različne travniške rastline. Nekaj opazovanja divjih organizmov in izmenjavo informacij o njih.
različnih vrst rastlin so tudi nabrali. S pomočjo različnih aplikacij Njihovo poslanstvo je povezati ljudi z naravo ter pospešiti
smo prepoznavali njihova imena. Med vrsto ponujenih aplikacij znanost in ohranjanje biotske raznovrstnosti. na spletu so bile uporabljene tri aplikacije: Plantify, iNaturalist iNaturalist.org se je leta 2008 začel kot zadnji magistrski projekt,
in Pl@ntNet. šest let kasneje je postal pobuda Kalifornijske akademije
znanosti in leta 2017 skupna pobuda z National Geographic
Society. Lani je iNaturalist postal neodvisna neprofitna
organizacija. Na mednarodni ravni sodeluje z več različnimi
2.1 Plantify organizacijami prek mreže iNaturalist, da bi zagotovil
Osnovna ideja podjetja, ki je ustvarilo aplikacijo Plantify, je lokalizirano izkušnjo skupaj z večjim dosegom in vplivom. [3]
iskanje načinov za vzpostavljanje stika z naravo. Aplikacija se je izkazala kot uporabna pri prepoznavi
V svetu, kjer se vse več časa preživi v zaprtih prostorih, je travniških rastlin. Za bolj natančno poimenovanje rastlin je ravno
zlahka pozabiti na stik z naravo. Pozablja se, kako pomembna je tako potrebna registracija, ob prijavi pa lahko za rastline, ki jih
skrb za rastline, ki nas obdajajo. Kaj pa, če bi se lahko z njimi ne prepoznamo, le-te poimenujejo drugi uporabniki, ki določeno
pogovarjali? Kaj, če bi imeli način komunikacije z rastlinami in rastlino prepoznajo in s tem širijo mrežo znanja in izpopolnjujejo
vzpostavitev osebne povezave z njimi? To je točno tisto, kar virtualno knjižnico rastlin s celega sveta.
postaja resničnost z novo in inovativno aplikacijo "Plantify". [5]
Aplikacija je edinstven način povezovanja in komuniciranja
z rastlinami. Preko aplikacije se je mogoče pogovarjati s sobnimi,
vrtnimi, pa tudi divjimi rastlinami. Na vprašanje, kako se
počutijo, kaj potrebujejo, se odgovor prikaže v aplikaciji v samo
nekaj sekundah. Za izvedbo aplikacija uporablja edinstveno
tehnologijo za prevajanje jezika rastlin in jih naredi razumljive
ljudem. [5]
Delovanje aplikacije je bilo preizkušeno tudi v praksi. Pri
prepoznavi rastlin ni bilo vedno možno natančno določiti vrste
rastline. Ponuja samo latinska in angleška imena rastlin. Ne
ponuja možnosti popravka določanja vrste rastline v brezplačni
različici uporabe, kot je to mogoče pri drugih aplikacijah.
Uporabniki, ki želijo aplikacijo izkoristiti za informacije o vzgoji
določene sobne ali vrtne rastline, pa jo lahko koristno uporabijo.
Slika 2: Aplikacija iNaturalist. Lastni vir.
2.3 Pl@ntNet
Pl@ntNet je platforma za znanost, ki uporablja umetno
inteligenco (AI) za lažjo identifikacijo in popis rastlinskih vrst.
Je eden največjih svetovnih observatorijev biotske raznovrstnosti
z več milijoni sodelavcev v več kot 200 državah. [6]
Omogoča prepoznavanje več deset tisoč rastlinskih vrst.
Najbolj usposobljeni s prispevki in pregledovanjem opazovanj
prispevajo največ strokovnega znanja, povprečni poznavalci pa
to znanje pridobijo z uporabo aplikacije Pl@ntNet. Pl@ntNet je
zaradi aktivnih uporabnikov zbral že več kot milijardo slik
rastlin.
Aplikacija je učinkovito orodje za prepoznavanje rastlin s
pomočjo fotografij. Organizirana je po različnih tematskih in
Slika 1: Aplikacija Plantify. Lastni vir. geografskih florah. Na seznamu je mogoče izbrati tisto, ki ustreza
uporabnikovi regiji ali območju zanimanja. Če uporabnik ne ve,
2.2 kaj izbrati, izbere "Svetovna Flora", ki ima najširšo pokritost, iNaturalist
iNaturalist pomaga prepoznati rastline in živali, hkrati pa vendar bo dobil manj natančne rezultate kot z bolj natančno
ustvarja podatke za znanost in ohranjanje narave. S snemanjem določeno lokacijo. [6]
in deljenjem opažanj uporabniki ustvarjajo podatke raziskovalne Uporaba aplikacije je bila zelo pozitivna, saj je enostavna za
kakovosti za znanstvenike, ki si prizadevajo za boljše prepoznavanje rastlin in ponuja širok spekter rastlinskih vrst in
razumevanje in zaščito narave. [3] dodatno nadgradnjo znanja z vsebinami, povezanimi z
rastlinami. Uporabljena je bila na začetku obravnave učne snovi,
The use of educational applications to identify meadow plants Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
kot tudi v nadaljevanju. Učencem se je zdela zanimiva, bili so
dodatno motivirali za iskanje rastlin, njihovo spoznavanje in
uporabnost.
Slika 5: Izdelava herbarija. Lastni vir.
Igrali so se tudi igro »spomin«, na kateri so bile fotografije
rastlin in njihova imena. Pri nastajanju igre so sodelovali tudi
Slika 3: Aplikacija Pl@ntNet. Lastni vir. učenci. Z vsemi aktivnostmi in igrami, vključenimi v učni
proces, so učenci zelo dobro sledili vsebini in si dobro zapomnili
rastline, zanimala jih je tudi njihova uporabnost, zato so v
knjigah in na spletu ob pomoči in dodatnih napotkih poiskali tudi
te podatke.
Slika 6: Značilnosti rastlin. Lastni vir.
Slika 4: Aplikacija Pl@ntNet. Lastni vir.
S pomočjo naučenega je sledilo ustvarjanje – slikanje
3 travnika in izdelava slik iz posušenih travniških rastlin. AKTIVNOSTI
V nadaljevanju je sledilo spoznavanje rastlin na spletni strani Ustvarjene slike travnika so krasile učilnico do konca šolskega
Pl@ntNet. Na zemljevidu sveta so si učenci lahko ogledali, kje leta, uokvirjene slike s posvetilom pa so učenci podarili učiteljem
vse določena rastlinska vrsta uspeva. Izbrali so si tudi določeno ob koncu šolskega leta.
državo in z navdušenjem spoznavali, kakšne rastline tam rastejo. Poleg izvedenih dejavnosti je možnosti za aktivno učenje in
Zanimivo je bilo ugotavljati, ali kakšna travniška rastlina uspeva poustvarjanje zelo veliko. Izbira didaktičnih iger in načina
tudi zelo daleč stran od Slovenije. Ugotovili so na primer, da vključevanja aktivnega sodelovanja učencev je odvisna tudi od
navadni rman raste celo na nekaterih območjih Sibirije. starosti učencev, saj je mogoče s skupinami starejših učencev
Na spletu so si ogledali Digitalni herbarij, ki ga je ustvarila učenje še bolj prenesti na učečega. Ravno tako je mogoče že
slovenska ljubiteljica narave in fotografije in primerjali nabrane izbrane dejavnosti in igre nadgraditi in prilagoditi starostni
rastline ter si prebrali, kakšne lastnosti imajo. stopnji.
Nabrane rastline so učenci zložili med časopisni papir,
kasneje pa z nekaj pomoči ustvarili »Herbarij travniških rastlin«.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia S. Rebec
[7] Razcvet računalniških aplikacij. Dostopno na naslovu
https://racunalniske-novice.com/razcvet-izobrazevalnih-aplikacij-po-
svetu/ [3. 7. 2024]
Slika 7: Poustvarjanje in izdelava slik. Lastni vir.
4 ZAKLJUČEK
Kljub starosti učencev, omejitvam zaradi začetnega
opismenjevanja ter nepoznavanju digitalne tehnologije so učenci
lahko sledili uporabi le-te, vsi deležniki uporabljene tehnologije
so pripomogli k boljšemu razumevanju naučenega ter boljšemu
pomnjenju snovi. Uporabljene izobraževalne aplikacije in druga
digitalna tehnologija se je izkazala kot učinkovito učno orodje,
ki odpira kritično razmišljanje, hkrati pa motivira in omogoča
boljšo zapomnitev.
Predstavljen način spoznavanja novih vsebin se je izkazal
kot zelo spodbuden in učinkovit, kar se je kazalo pri njihovi
motivaciji, napredku in navdušenju za delo.
Izkustveno učenje povezuje teoretični in praktični del ter
omogoča učinkovitejše dojemanje in spoznavanje snovi, učenci
pa so v tem procesu v aktivni vlogi. Obenem učenci razvijajo tudi
veščine komunikacije, sodelovanja, poslušanja. Ta način
poučevanja zajema izkušnje, opazovanje, spoznavanje pojmov in
uporabo znanja v novih situacijah. K temu zelo pripomore tudi
telesno gibanje, uporaba pantomime, »brainstorming«,
opazovanje, delo na terenu, različne didaktične naloge in igre.
Digitalno opismenjevanje je skozi igro mogoče v vseh fazah
učenja. Uporaba IKT je lahko dobra motivacija skozi celoten
učni proces, saj učenci radi posegajo po elektronskih napravah in
lahko to s pridom izkoristimo za pritegnitev pozornosti za učenje
novih vsebin pri pouku.
LITERATURA IN VIRI
[1] Chickering, A. W., Gamson, Z. F. (1987). Seven Principles for Good
Practise in Undergraduate Education. AAHE Bulletin, 40 (7). Dostopno
na: https://www.lonestar.edu/multimedia/SevenPrinciples.pdf
[3. 7. 2024]
[2] Digitalni herbarij 2. Dostopno na naslovu
https://maligaj.wordpress.com/2018/06/10/digitalni-herbarij-2-poletne-
cvetlice/ [3. 7. 2024]
[3] iNaturalist. Dostopno na naslovu https://www.inaturalist.org/pages/about
[3. 7. 2024]
[4] Lapuh B., J. (2009). Učinkovitost učenja iz spletnih učnih virov.
Doktorska dizertacija. Pedagoška fakulteta. Univerza v Ljubljani.
[5] Plantify. Dostopno na naslovu https://plantify-app.com/ [3. 7. 2024]
[6] Pl@ntNet. Dostopno na naslovu https://identify.plantnet.org/sl [2. 7.
2024]
Uporaba informacijsko komunikacijske tehnologije pri
poučevanju slepih in slabovidnih otrok, mladostnikov ter
izzivi, ki nastajajo pri tem
The Use of Information and Communication Technology in
the Teaching of Blind and Partially Sighted Children and
Adolescents and the Challenges that Arise in This
Marko Ribič
Center IRIS
Langusova ulica 8
1000 Ljubljana
marko.ribic@center-iris.si
POVZETEK 1 IKT V ŠOLAH
IKT oprema ima pri poučevanju slepih in slabovidnih otrok Uporaba IKT opreme pri poučevanju je v slovenskem šolstvu,
zelo velik pomen, saj se v današnjem času brez nje poučevanja predvsem kar se tiče učiteljev, kar dobro uveljavljena na vseh
teh otrok ne da izpeljati. Uporaba računalnikov, prenosnih ravneh izobraževanja. Veliko manj jo uporabljajo učenci v
računalnikov, brajevih zaslonov oziroma vrstic, raznih samem učnem procesu. Pri učencih, ki so slabovidni ali celo
elektronskih lup in drugih elektronskih lup je nujna za učinkovito slepi pa je IKT oprema ključnega pomena pri njihovem
pedagoško delo in za napredek otrok s primanjkljaji vida. Ker izobraževanju tako v vrtcu, osnovni šoli, srednji šoli in naprej na
imajo sodobni računalniki vse manj USB priključkov in ker je fakulteti. V današnjem času si namreč ne moremo predstavljati,
težava pri shranjevanju podatkov in zapiskov na te medije, smo da otroci s primanjkljaji vida ne bi uporabljali prilagojenega
se lotili reševanja tega izziva. V prispevku predstavljamo opremo, tabličnega računalnika, prenosnega računalnika s posebno
ki se uporablja pri poučevanju slepih in slabovidnih otrok in programsko opremo, raznih elektronskih lup za povečavo in
rešitev za shranjevanje podatkov in zapiskov, ki jo bodo izbiro kontrasta in pa seveda elektronskih brajevih vrstic.
uporabljali učenci pri pouku.
2 TABLIČNI RAČUNALNIKI S TAKTILNO
KLJUČNE BESEDE MREŽO
IKT oprema, slepi in slabovidni ortoci, brajev zaslon, Slepi otroci, pa tudi otroci, ki so slabovidni in imajo diagnozo
elektronska lupa, intune, oblačne storitve poslabšanja vida že v vrtcu, uporabljajo tablične računalnike, ki
so nadgrajeni s posebno taktilno mrežo, ki uporabniku omogoči,
ABSTRACT da začuti kar je na zaslonu. To je predvsem uporabno v vrtcu,
ICT equipment plays a very important role in teaching blind kjer imajo slepega otroka, saj lahko na ta način sam igra različne
and partially sighted children, because nowadays it is impossible igre (npr. spomin), ki jih drugače ne bi mogel igrati oziroma bi
to teach these children without it. The use of computers, laptops, jih lahko igral samo v primeru, da bi imeli za to prilagojene
braille displays, various electronic magnifiers and other igrače. Na tabličnih računalnikih s taktilno mrežo je tudi veliko
electronic magnifiers is necessary for effective pedagogical work aplikacij, ki so prilagojene za slepe otroke. Otroci s tem vadijo
and for the progress of children with visual impairments. Since svoje zaznavne sposobnosti, ki jih bodo v življenju še kako rabili.
modern computers have less and less USB ports and because it Tablica s taktilno mrežo je prav tako v veliko pomoč pri slepih
is a problem to save data and notes on these media, we set out to otrocih, ki obiskujejo prvi razred osnovne šole, saj se na njih
solve this challenge. In this article, we present the equipment lahko učijo brajeve pisave.
used in teaching blind and partially sighted children and the
solution for storing data and notes, which will be used by 3 PROGRAMI ZA PREVAJANJE BESEDILA
students during lessons. V BRAILLOVO PISAVO
Pri slepih in slabovidnih otrocih z diagnozo poslabšanja vida
KEYWORDS že v prvi triadi osnovne šole začnejo z uporabo računalnika
ICT equipment, blind and visually impaired individuals, (stacionarnega ali prenosnega), ki ima prilagojeno programsko
Braille display, electronic magnifier, Intune, cloud services opremo za vsakega uporabnika posebej. Pri slepih je v prvi vrsti
računalnik z operacijskim sistemom Windows v slovenskem
jeziku, programska oprema JAWS (plačljiva programska
oprema), ki prevaja besedilo na zaslonu in tudi opise slik v 4 TEŽAVE S SHRANJEVANJEM
brajevo pisavo. Potrebno je prilagoditi različne nastavitve, da PODATKOV lahko učenci poslušajo kaj je na zaslonu. V ta namen se lahko
Pri uporabi računalnika s prilagojeno opremo v šoli pa se
uporablja eBralec, ki je prilagojen za slovenski jezik, ali v
srečujemo z velikimi težavami pri shranjevanju podatkov
zadnjem času tudi kar Windows govorec.
oziroma vsebin, zapiskov, ki jih slepi in slabovidni učenci
vnašajo v računalnik.
Na Centru IRIS, kjer izvajamo prilagojene izobraževalne
programe za slepe in slabovidne od vrtca do srednje šole, smo do
pred kratkim uporabljali USB ključke, na katere so si učenci
shranjevali datoteke, mape itd., ki so jih potrebovali ali ustvarili
pri pouku. Ker so se ključki izgubljali, kvarili, poleg tega pa je
prihajalo tudi do poškodovanja USB vtičev na računalniku, smo
pred dobrim letom in pol začeli razmišljati kako bi zadevo rešili.
V ta namen smo za učence pridobili in jim dodelili Microsoft
Office 365 licence A3, njihove računalnike povezali z njihovim
Office365 računom ali enostavno dodali napravo v Intune.
Otroke smo naučili kako se prijaviti v računalnik z Intunom, kako
se prijaviti v spletno različico Office365 in kako le tega
uporabljati. Na računalniku smo nastavili avtomatsko
Slika1: Tablični računalnik s taktilno mrežo Feelife pro shranjevanje. Tako je odpadlo dodatno shranjevanje na zunanje
medije, saj se vse, kar je narejeno s pomočjo programov, ki se
nahajajo v okviru Microsoft Office avtomatsko shranjuje v oblak.
Pri slepih in tudi slabovidnih učencih pride v poštev predvsem
Microsoft Word, saj si med poukom pišejo na računalnik zapiske
iz katerih se nato s pomočjo brajeve vrstice (slepi učenci) tudi
učijo. Seveda je predpogoj uporabe tega, da se učenci naučijo
uporabljati računalnik, da se znajdejo v okolju Windows, da
poznajo ukaze za premikanje med mapami oziroma poznajo delo
na računalniku brez miške in nenazadnje da se naučijo slepega
tipkanja. Pri učencih, ki so slepi in nimajo pridruženih motenj,
slepo tipkanje ne predstavlja neke velike težave, saj imajo razvite
druge čute. Več težav je s slabovidnimi, ki se težje navadijo na
tipkanje, predvsem v takih primerih, kjer so še kot otroci bolje
videli, sedaj pa se jim vid slabša.
Slika 2: Program JAWS
V slovenskih šolah se za predvajanje besedila na elektronsko
brajevo vrstico uporablja program JAWS, ki je zelo drag, vendar
omogoča prikaz vseh znakov in funkcij, ki se uporabljajo pri
poučevanju. Obstaja tudi odprtokodna različica te rešitve,
imenovana NVDA, ki je prevedena tudi v slovenščino. Ima pa ta
program določene pomanjkljivosti. Prav zaradi tega so se na
Zvezi slepih in slabovidnih Slovenije odločili, da se v šolstvu raje
uporablja plačljiv program.
Slika 4: zaslonska slika Intune
Center IRIS je kot center za slepe in slabovidne otroke
pristojen tudi za posojanje opreme za slepe in slabovidne otroke,
ki se šolajo v šolah v domačem kraju. Oprema se posodi šoli in
ne otroku, tako da imajo to opremo učenci v šolah in jo praviloma
ne nosijo domov. V teh primerih mi kot center ne moremo
dodeliti licenc Office 365 otrokom, saj je za to pristojna matična
šola. V večini primerov se v teh šolah še vedno za shranjevanje
uporabljajo USB ključki, ki se prenašajo iz šole domov in
obratno. Ko se pripravi oprema za šolo, se namesti na prenosni
računalnik ali program JAWS za slepe ali ZoomText za
Slika3: Brajev zaslon oz vrstica slabovidne učence. Uporabnikom se pusti administrativne pravice, da lahko njihovi računalnikarji naložijo določene
programe, če bi se jih potrebovalo za delo v šoli.
Praksa je pokazala, da računalnikarji na matičnih šolah ne
naredijo na teh računalnikih kaj več kot naložijo kak program,
zato jih poskušamo preko naših mobilnih učiteljev vzpodbujati,
da se lotijo tudi oblačnega shranjevanja podatkov. Dogaja se
namreč, da se veliko opreme polomi (predvsem USB priključki),
ki so vezani na matično ploščo, njihova zamenjava pa je draga
oziroma v določenih primerih, ko je polomljeno več USB
priključkov, tudi nesmiselna. USB priključki se namreč pri delu
uporabljajo predvsem za povezavo prenosnega računalnika z
brajevo vrstico in po navadi še za brezžično miško, ki je v pomoč
spremljevalcu slepega učenca.
5 OPREMA ZA SLABOVIDNE
Pri slabovidnih otrocih pa se poleg računalnika z ustrezno
programsko opremo uporablja tudi elektronska lupa, ki učencu
omogoča, da prebere vsebino iz zvezka sošolcev, knjige ali table.
Ker je slabovidnosti več vrst je pomembno, da taki učenci
čimprej dobijo elektronsko lupo. Na elektronski lupi se nato
nastavi kontrast, barva in druge specifike, ki učencem omogočajo,
da lahko sledijo pouku.
Slika 5: Elektronska lupa
6 ZAKLJUČEK
IKT oprema na vseh ravneh pomaga ljudem s
pomanjkljivostjo vida. Izkazalo se je, da so pri uporabi IKT
opreme zelo dobrodošle oblačne storitve, saj slepim in
slabovidnim učencem prihranijo marsikatero nevšečnost. Še
vedno pa je zelo pomembno sočasno z učenjem o različnih
predmetih učiti tudi, da je potrebno pomagati sočloveku, še
posebej ranljivim skupinam, kar slepi in slabovidni so. Vedno se
pojavijo kakšne težave, ki jih slepi učenci ne morejo rešiti sami.
Takrat je res zelo pomembno, da so na voljo ali spremljevalci ali
sošolci, ki pomagajo učencem pri reševanju težav.
Literatura
[1] https://www.feelif.com/si/feelif-pro/
[2] https://www.nvaccess.org/files/nvda/documentation/userGuide.html
[3] https://www.freedomscientific.com/products/software/jaws/
[4] https://www.helptech.eu/braille-displays-active-braille
[5] https://www.diopta.si/
[6] https://intuneeducation.portal.azure.com/
Izdelava videoposnetkov za lažje utrjevanje slovničnih
struktur v tujem jeziku
The Use of Self-Recorded Videos to Facilitate Grammar
Learning in an EAL classroom
Eva Rolih
Srednja vzgojiteljska šola, gimnazija
in umetniška gimnazija Ljubljana
Ljubljana, Slovenija
eva.rolih@svsgugl.si
POVZETEK
Cilj sodobnega izobraževanja ni le prenos informacij, temveč 1 UVOD
tudi vzbujanje zanimanja in angažiranosti učencev in učenk, kar Učitelji in učiteljice tujih jezikov se nemalokrat srečujemo z
je pogosto težje dosegljivo pri učenju in utrjevanju slovničnih dilemo, kako oplemenititi pogosto monotono učenje in utrjevanje
struktur v tujem jeziku. Uporaba inovativnih metod kot so slovničnih struktur in ga nadgraditi na način, da je zanimivo, a
snemanje videoposnetkov lahko ta proces naredi bolj dinamičen vseeno učinkovito. Rešitev je iskanje metod, ki spodbujajo
brez da bi ogrozil njegovo kvaliteto. Članek predstavlja, kako aktivno sodelovanje in praktično uporabo jezika. Ena izmed njih
lahko projekt snemanja videoposnetkov med poukom pripomore je zagotovo snemanje videoposnetkov, ki jih ustvarjajo učenci in
k celostnem razvoju dijakov in dijakinj. Obravnava prednosti učenke samostojno. Predstavljeni projekt snemanja potopisov
snemanja videoposnetkov kot metodo učenja pri pouku tujega osmišlja učenje slovnične strukture trpnika in združuje več
jezika in na praktičnem primeru iz razreda prikazuje, kako lahko področij povezanih s pisnim in ustnim izražanjem v tujem jeziku
pripomore k nadgradnji jezikovnih spretnosti, večji motivaciji in ter rabo tehnologije za snemanje in montiranje posnetkov.
angažiranosti ter razvoju digitalnih spretnosti. Prav tako na
kratko predstavi in evalvira različna orodja za samostojno 2 RABA VIDEOPOSNETKOV KOT snemanje in montažo.
METODA UČENJA PRI POUKU TUJEGA
KLJUČNE BESEDE JEZIKA
Angleščina kot tuj jezik, učenje slovnice, videoposnetki, Raba videoposnetkov pri pouku ni nič novega. Učitelji in
projektno delo učiteljice pogosto v pouk vključijo informativni video z
namenom poglobitve znanja in popestritve pouka. Tovrstna raba
ABSTRACT videoposnetkov postavlja dijake in dijakinje v pasiven položaj,
saj se od njih večinoma pričakuje pasivno sprejemanje informacij
The aim of modern education is not only to transmit ali urjenje slušnih spretnosti. Zaradi tega učenje na tak način ni
information, but also to arouse the interest and improve the vedno tako efektivno kot bi si želeli in posledično spravlja rabo
engagement of students. This can be difficult to achieve when videoposnetkov med poukom na slab glas.
acquiring or consolidating grammatical structures in a foreign Drugače je z videoposnetki, ki jih ustvarijo dijaki in dijakinje.
language. Using innovative methods such as recording videos Pri pouku tujega jezika si prizadevamo, da so aktivno udeleženi
can make this process more dynamic without compromising its v učni proces, kar od njih zahteva aktivno produkcijo jezika. S
quality. This article represents how self-recorded videos can projekti, kot je snemanje lastnih videoposnetkov, jim
contribute to the overall students’ development. Furthermore, it omogočimo prav to in raziskave kažejo, da je učenje bolj
discusses the benefits of video recording as a learning method in učinkovito, če so neposredno vključeni v proces ustvarjanja
an EAL classroom. It uses a practical example to portray how it videoposnetka. [1]
can help to improve language skills, increase motivation, and Lepota takšnih projektov je njihova vsestranskost in
participation. Moreover, it briefly introduces and evaluates zmožnost, da jih lahko navežemo na praktično katerokoli
different tools for self-recording and editing. tematsko enoto in slovnično strukturo. Dijakom in dijakinjam
omogoča, da urijo svoje jezikovne spretnosti na kreativen in
KEYWORDS kontekstualiziran način, zaradi česar so dokazano bolj motivirani
za učenje. [2] Pri pisanju scenarija urijo svoje pisne spretnosti in
EAL, grammar learning, self-recorded videos, project-based rabo slovničnih struktur, medtem ko pri snemanju vadijo
work govorno izražanje, s poudarkom na intonaciji in naglaševanju. S
tem ko večkrat poslušajo lasten govor ali govor sošolca oz.
sošolke, lahko kritično ovrednotijo svoje govorne spretnosti [3],
kar prispeva k boljši ozaveščenosti tujega jezika in njegovi rabi.
Na ta način nadgrajujejo tako pisno kot tudi ustno izražanje v
ciljnem jeziku.
Kljub temu, da je primarni cilj te dejavnosti nadgradnja
jezikovnega izražanja, ponuja tak projekt še veliko več, saj
obenem urijo svoje veščine uporabe tehnologije za snemanje,
obdelavo in montažo videoposnetkov in se spoznavajo s principi
dobrega snemanja (kadri, svetloba, zvok ipd.) ter reševanje
morebitnih tehničnih težav v vseh fazah projektnega dela. Prav
tako na različne načine razvijajo lastno ustvarjalnost na več
področjih. [4] Pri pisanju scenarija krepijo zmožnosti
kreativnega pisanja, pri čemer morajo upoštevati, da mora biti Slika 1: Del scenarija o Senegalu (VIR: lasten, zajem
sporočilo jasno, informativno, zanimivo in predstavljeno v zaslonske slike)
omejenem času. Enako morajo ubrati kreativen pristop pri
vizualni zasnovi kadrov, tempa in prehodov tako med
snemanjem kot tudi montažo.
Obenem razvijajo spretnosti sodelovanja in dela v skupini.
[4] Predvsem sodelujejo pri pisanju scenarija in montaži, kar od
njih zahteva učinkovito komunikacijo, delitev dela in
usklajevanje različnih mnenj. Poleg tega morajo reševati
potencialne konflikte in sprejemati skupne odločitve glede
končnega izdelka.
Vse to dokazuje, da gre za večplasten in kompleksen projekt,
ki združuje različne veščine tako na jezikovnem kot digitalnem
področju.
3 IZVEDBA PROJEKTA SNEMANJE
POTOPISA Slika 2: Del scenarija o izmišljeni deželi Centopia (VIR:
lasten, zajem zaslonske slike)
3.1 Določitev teme in navodila
Projekt snemanja potopisov smo izvedli z dijaki in 3.3 Pregled in popravljanje scenarija
dijakinjami 2. letnika programa umetniška gimnazija ob Že med samim pisanjem so dijaki in dijakinje med sabo
zaključku 8. učne enote, ki se je osredotočala na temo in sodelovali ter popravili napake in na podlagi medsebojne
besedišče potovanj ter slovnično strukturo trpnika. Projekt je povratne informacije nadgradili vsebino. Prav tako je vsaka
kulminacija njihovega znanja, kreativnosti in jezikovnih skupina dobila še mojo pisno povratno informacijo na podlagi
spretnosti, saj so morali uporabiti novo besedišče in naučeno katere so svoje scenarije izpopolnili. Sama sem se predvsem
slovnico v praktičnem in ustvarjalnem kontekstu. osredotočala na primerno rabo slovničnih struktur in
Skupine so izbirale med obstoječimi destinacijami (npr. edinstvenost napisanega. V primeru plagiatorstva so bili sestavki
Senegal), dovoljeno pa jim je bilo ustvariti tudi potopis o zavrnjeni.
izmišljeni destinaciji. Tako so nekatere skupine izbrale
fantazijske destinacije, kot so npr. Atlantida, dežela Smrkcev ali 3.4 Snemanje
pa ustvarile povsem svojo. Skupine so zavoljo večjega miru, svobode in časa potopise
Projekt je potekal v več fazah: pisanje scenarija, pregled in snemale po šoli v prostem času. Rok za oddajo končnega izdelka
popravljanje scenarija, snemanje, montaža in predstavitev. je bil dva tedna, kar jim je omogočilo dovolj časa za snemanje in
montažo videoposnetkov.
3.2 Pisanje scenarija Glede na to, da so v projekt bili udeleženi dijaki in dijakinje
V skladu z navodili so morali pripraviti scenarij, ki je za umetniške gimnazije, smer gledališče in film, večjih težav s
vsakega posameznika oz. posameznico vključeval vsaj minuto snemanjem ni bilo, saj so dovolj znanja pridobili pri pouku
govora. Prav tako so morali napisati uvod in zaključek. Besedilo praktičnih predmetov. Snemanja so se lotili na različne načine,
je moralo vsebovati trpnik v različnih časih in čim več različnih in sicer: snemanje s fotoaparati, ki so si jih lahko izposodili v
ostalih slovničnih struktur. Vsaka oseba je morala predstaviti eno šoli, s pametnimi telefoni, s kamerami na prenosnih računalnikih
od zanimivosti izbrane destinacije. Ker je šlo za potopis, so pisali preko ZOOMa.
izpopolnili tudi doma. Pisanju scenarija smo namenili eno šolsko uro, lahko pa so ga Pametni telefon je vsekakor najenostavnejši za snemanje videoposnetkov, saj omogoča enostavno snemanje na različnih v prvi osebi. 3.4.1 Snemanje s pametnimi telefoni
lokacijah. Dijaki in dijakinje so zaradi osebne rabe izkušeni v
njegovi uporabi, kar omogoča hitro in učinkovito snemanje brez 3.5.2 Montaža s TikTok-om
dodatnega usposabljanja. Prav tako trenutni pametni telefoni V nasprotju s privzetim urejevalnikom TikTok ponuja velik
zagotavljajo zadovoljivo kakovost slike. Vsekakor pa obstajajo spekter raznih vizualnih učinkov, ki lahko posnetek naredijo
različne pomanjkljivosti, kot so pomanjkanje stabilnosti pri privlačnejši. Njegova enostavna in intuitivna uporaba s
snemanju, slabša kakovost zvoka in pomanjkanje naprednih številnimi predlogami omogoča hitro ustvarjanje dinamičnih
snemalnih nastavitev (osvetlitev, ostrina ipd.) videov brez posebnega znanja montaže. Uporabniki in
uporabnice lahko dodajo tudi glasbeno podlago ali zvočne
preko ZOOMa učinke. TikTok je predvsem primeren za kratke in nezahtevne 3.4.2 Snemanje s kamerami na prenosnih računalnikih
Zaradi koronavirusne pandemije je ZOOM dijakom in videe z omejeno kakovostjo slike.
dijakinjam dobro poznan, zato je dobra izbira za snemanje
videoposnetkov. Njegova velika prednost je možnost
sodelovanja več oseb na daljavo in razne vgrajene funkcije. Pri
snemanju potopisov se je še za posebej uporabno funkcijo
izkazala možnost dodajanja virtualnih ozadij, kar je dijakom in
dijakinjam omogočalo, da z izbiro primernega ozadja ustvarijo
iluzijo, kot da so dejansko prisotni na izbrani destinaciji. Ker pa
je ZOOM vezan na internetno povezavo, se lahko zgodi, da je
kakovost slike in zvoka slabša, saj je odvisna od pasovne širine
in kompresije pri prenosu podatkov. Tu veliko vlogo igra tudi
kvaliteta kamere na prenosnem računalniku. Slika 4: Uporabniški vmesnik TikToka za obdelavo videov
3.4.3 Snemanje s fotoaparatom ali kamero (VIR: https://p16-va-tiktok.ibyteimg.com/obj/musically-
Snemanje s fotoaparatom ali kamero vsekakor zagotavlja maliva-obj/226f6a7aa05db59c0030aa434d2623ec.png)
visoko kakovost slike in zvoka ter ponuja večji spekter naprednih
funkcij, a zaradi svoje cene niso vsakomur dostopni. Prav tako 3.5.3 Montaža z naprednimi orodji
raba fotoaparata terja več znanja in izkušenj ter morebitno Profesionalna orodja kot so Adobe Premiere Pro ali DaVinci
dodatno opremo (stojala, mikrofoni, luči). Resolve ponujajo široko paleto funkcij za obdelavo videa na
visoki ravni in dopuščajo urejanje videoposnetkov visoke
3.5 Montaža in produkcija videa kakovosti. Prav tako podpirajo različne formate in dolžine
Po snemanju so skupine prešle na fazo montaže. Proces je videoposnetkov. Zaradi svoje kompleksnosti zahteva več znanja,
vključeval izbiro najboljših posnetkov, primernega zaporedja, še posebej za uporabo naprednih funkcij. V nasprotju s prej
urejanje zvoka in morebitno dodajanje ostalih grafik. Dijaki in omenjenima možnostma, napredni programi običajno niso v
dijakinje so uporabile različne programe za montažo, od najbolj celoti brezplačni in zahtevajo zmogljivo računalnik in veliko
enostavnih (privzeti urejevalnik na telefonu ali prenosnem prostora za shranjevanje podatkov. Delo s takšnimi programi je
računalniku, TikTok ipd.) do bolj zahtevnih (Adobe). primerno za tiste z več znanja in interesa za tovrstno področje.
3.5.1 Montaža s privzetim urejevalnikom na telefonu
Tudi v tej fazi se je pametni telefon dobro izkazal, saj že
njihovi privzeti urejevalniki dopuščajo brezplačno, hitro in
preprosto montažo brez potrebe internetne povezave ali
kakršnekoli druge opreme. A pogosto ponujajo zgolj osnovne
funkcije z omejeno kakovostjo, kar lahko vpliva na kvaliteto
končnega izdelka.
Slika 5: DaVinci Resolve (VIR:
https://www.newsshooter.com/wp-
content/uploads/2023/04/DaVinci-Resolve-18-Edit-2-
740x410.jpg)
3.6 Predstavitev potopisov
Ko so bili potopisi pripravljeni, smo eno šolsko uro namenili
predstavitvi in ogledu njihovih zaključnih izdelkov. Potopisi so
bili odlično sprejeti, dijaki in dijakinje so bili navdušeni in
Slika 3: Privzeti urejevalnik na pametnem telefonu
zadovoljni, da so se lahko učili na tak način.
Samsung (VIR: lasten)
VIRI IN LITERATURA
[1] Rakhmanina, L., & Kusumaningrum, D. (2017). The Effectiveness of Video
Blogging in Teaching Speaking Viewed From Students’ Learning
Motivation. Proceedings of ISELT FBS Universitas Negeri Padang, 5, 27–
34
[2] Nurul Afifiah, B. A., Sakinah, B. Z., & Yunus, M. M. (2019). Integrative
Task-Based Learning: Developing Speaking Skill and Increase Motivation
via Instagram. International Journal of Academic Research in Business and
Social Sciences, 9(1), 620–636. https://doi.org/10.6007/ijarbss/v9-i1/5463.
[3] Yousef, F.A.M. et al. (2014). The State of Video-Based Learning; A Review
and Future Perspectives. International Journal on Advances in Life
Sciences.6 (3&4), 122-135.
Slika 6: Primer potopisa o Finski (VIR: lasten, zajem https://www.iariajournals.org/life_sciences/lifsci_v6_n34_2014_paged.pd [4] Lam, J. Z., & Md Yunus, M. (2023). Student-produced video for learning: A zaslona) systematic review. Journal of Language Teaching and Research, 14(2), 386-
395. https://doi.org/10.17507/jltr.1402.14
Slika 7: Primer potopisa o Senegalu (VIR: lasten, zajem
zaslona)
Slika 8: Primer potopisa o Senegalu (VIR: lasten, zajem
zaslona)
4 ZAKLJUČEK
Vključevanje videoposnetkov, ki jih ustvarijo dijaki in
dijakinje, v učni proces pouka tujega jezika ima številne
prednosti. Ne samo, da so dijaki in dijakinje aktivno vključeni v
nadgrajevanje svojega znanja in posledično izboljšajo svoje
pisne, slušne in jezikovne spretnosti v angleščini, temveč tudi
razvijajo svoje digitalne spretnosti in krepijo lastno ustvarjalnost
ter zmožnosti timskega dela. Tak pristop k učenju jim dopušča
veliko svobode, zaradi česar so bolj motivirani in angažirani.
Obenem jim tudi omogoča, da urijo ciljne slovnične strukture v
angleščini na zanimiv in kontekstno bogat način. Vsekakor je
velika prednost, če dijaki in dijakinje že znajo uporabljati opremo
za snemanje in montiranje videoposnetkov, vendar lahko tudi
tisti brez predhodnih veščin s pomočjo natančnih navodil
usvojijo nove veščine. Uporabljajo lahko različna orodja in
programe, ki so prilagojeni njihovi stopnji znanja in izkušenj na
tem področju. Kljub temu, da gre za večplastni projekt, ki
vključuje različne veščine, je potrebno zagotoviti, da je primarni
cilj (tj. urjenje določenih jezikovnih spretnosti) dosežen in se ne
izgubi v številnih drugih aspektih projekta.
Izpopolnjevanje jezikovnih in digitalnih veščin s
projektnim delom: Ustvarjanje razrednega tabloida s
platformo Canva
Honing Language and Digital Skills through Project-based
Learning: Creating a Class Tabloid with Canva
Eva Rolih
Srednja vzgojiteljska šola, gimnazija
in umetniška gimnazija Ljubljana
Ljubljana, Slovenija
eva.rolih@svsgugl.si
osnovne šole dalje. [1] Zato je še toliko bolj pomembno, da jim
POVZETEK omogočimo ustrezne aktivnosti, ki spodbujajo razvoj njihovih
V čedalje bolj razvijajočem svetu je pomembno, da v pouk jezikovnih spretnosti v ustreznem avtentičnem kontekstu. Eno
premišljeno vključimo inovativne pristope in uporabna orodja, s izmed orodij je vsekakor projektno delo, ki zaobjema širok
katerimi dijaki in dijakinje razvijajo ključne veščine za spekter področij in kompetenc ter dopušča, da dijaki in dijakinje
prihodnost. Sem spada tudi spretna uporaba sodobnih tehnologij, uporabijo svoje praktično znanje v realnih situacijah. S
ki posameznikom in posameznicam pomagajo pri vsakodnevnih projektom izdelave razrednega tabloida preko platforme Canva,
izzivih. V prispevku bom predstavila ključne prednosti učenja s sem poskusila povezati dve področji, ki sta izredno pomembni v
projektnim delom, spletno platformo Canva in njene odlike ter današnjem svetu: pisno izražanje v tujem jeziku in digitalne
praktičen primer, kako lahko združimo učenje tujega jezika in spretnosti.
digitalnih spretnosti z implementacijo prej omenjene spletne
platforme za grafično oblikovanje. 2 UČENJE S PROJEKTNIM DELOM
KLJUČNE BESEDE Učenje s projektnim delom (ang. Project-based learning) je
Projektno delo, angleščina kot tuj jezik, pisne spretnosti, multidimenzonalen pristop k usvajanju znanja tujega jezika, ki
Canva, grafično oblikovanje vključuje aktivno raziskovanje in reševanje kompleksnih izzivov,
obenem pa udeležencem in udeleženkam omogoča, da poglobijo
ABSTRACT svoje jezikovne veščine in jih uporabijo v praktičnem kontekstu.
Poleg tega je idealna priložnost za povezovanje različnih
In an increasingly evolving world, it is imperative to
spretnosti in področij, v našem primeru področja angleščine in
thoughtfully integrate innovative approaches and useful tools
grafičnega oblikovanja.
into the classroom to assist students develop key skills for the
Projektno delo je pogosto premalo uporabljeno, saj je
future. This encompasses the skilful use of modern technologies
pogosto po krivici razumljeno kot zgolj priložnost za razvedrilo
to help individuals meet everyday challenges. This paper
ali premor od vsakodnevne razredne rutine. Posledično se učenci
presents the key benefits of project-based learning, the Canva
in učenke predvsem ukvarjajo z vizualno privlačnostjo svojih
online platform and its strengths, along with a practical example
projektov in pri tem zanemarijo razvoj svojih jezikovnih
of how to combine learning a foreign language with acquiring
spretnosti. A, če je projekt načrtovan premišljeno, ima neverjeten
digital skills through the use of the aforementioned online
potencial za razvoj jezikovnih veščin, vsebinskega znanja,
graphic design platform.
metakognitivne zavesti, kritičnega mišljenja in socialnih
KEYWORDS učenci in učenke prevzamejo odgovornost za svoje učenje in spretnosti. [2] Poleg tega narava tovrstnega pristopa zahteva, da
Project-based learning, EAL, writing skills, Canva, graphic sodelujejo z drugimi, s čimer izboljšajo svoje spretnosti
design raziskovanja in reševanja problemov. [3]
Ker projektno delo pogosto zaobjema veliko različnih
1 kompetenc, se ga je smiselno poslužiti ob zaključku obravnave UVOD
posamezne učne enote ali več njih. Pri pouku tujega jezika to
Pisno izražanje v tujem jeziku predstavlja svojevrsten izziv za dijakom in dijakinjam omogoča, da v kontekstu uporabijo čim
učence in učenke, ne glede na to, da se učijo angleščine že od več elementov tujega jezika (npr. tematsko besedišče,
obravnavane slovnične strukture ipd.). Na ta način lahko in se odločile za slednjo. Z obema tipoma so se že seznanile v
preverimo njihovo celostno obvladovanje tujega jezika. predhodnih urah, zato so znale razlikovati med vsebino,
naslovnikom in načinom pisanja, ki pritiče tabloidnim
publikacijam. Vsaka skupina je podala predlog naslova časopisa,
3 SPLETNA PLATFORMA CANVA ki je nato bil izbran z glasovanjem. Prav tako je vsaka
Canva je spletna platforma za oblikovanje, ki je začela posameznica sama izbrala vsebino njihovega lastnega prispevka.
delovati leta 2013 v Avstraliji in cilj katere je opolnomočiti Kljub temu, da je vsaka morala pripraviti lasten prispevek, so
vsakogar za samostojno oblikovanje vizualnih vsebin, med delale v skupinah, saj jim je to v skladu z načeli projektnega dela
drugim tiskovin, objav za socialna omrežja, predstavitve, plakate, omogočilo skupinsko refleksijo napisanega, izmenjavo mnenj,
videov ipd. [4] Zaradi svojega uporabniku prijaznega vmesnika medsebojno pregledovanje (ang. peer review) ter posledično
in številnih predlog je dobra izbira za vse, ki se z grafičnim izboljšanje končnega izdelka.
oblikovanjem srečujejo prvič. Platforma ponuja številna osnovna Sledil je kratek praktičen uvod v spletno platformo Canva.
in napredna orodja za urejanje, poleg tega pa nudi številne Ker se je večina dijakinj s platformo srečala prvič, sem jim
videoposnetke in informativne članke, ki uporabnikom in ponudila možnost uporabe že obstoječih predlog, do katere so
uporabnicam pomagajo izboljšati svoje spretnosti. Velika dostopale preko iskalnika, lahko pa so ustvarile lastno. Tako so
prednost platforme je možnost sodelovanja v realnem času, kar se seznanile, kako lahko prilagodijo že obstoječe predloge s
zaradi česar je dobra izbira za timsko delo. Na voljo sta so se spoznale tudi z drugimi funkcionalnostmi platforme kot so brezplačna in plačljiva različica. Slednja omogoča še več iskanje in nalaganje fotografij, oblikovanje besedila in raba pomeni, da lahko več ljudi hkrati ureja posamezen dokument, spremembo pisav, barvne sheme in ostalih elementov. Poleg tega
naprednih funkcij in večjo knjižnico grafičnih elementov, vendar
dodatnih elementov (oblike, okvirji, grafike, nalepke ipd.).
je brezplačna različica v večji meri povsem zadostna. Ob prijavi
lahko uporabnik izbira med več jeziki, vendar so dijakinje zaradi
narave predmeta za jezik vmesnika izbrale angleščino.
Slika 2: Primer že pripravljenih predlog (VIR: lasten,
zajem zaslonske slike)
Prednost Canve je zagotovo njena intuitivnost in ‘povleci in
izpusti’ način dela, zato so dijakinje usvojile osnovne funkcije
ter jih uspešno implementirale v svoje projekte. Bolj spretne
Slika 1: Uvodni zaslon v Canvi (VIR: lasten, zajem dijakinje so se preizkusile tudi v enostavni obdelavi fotografij, ki
zaslonske slike) so jih priredile, da so ustrezale vsebini njihovih člankov.
Posamezne strani so bile nato združene v celoto z ujemajočo
4 naslovnico. IZVEDBA PROJEKTA USTVARJANJA
RAZREDNEGA TABLOIDA Na ta način niso utrjevale zgolj lastnih pisnih veščin, temveč
so tudi izboljšale svoje digitalne spretnosti, saj so se naučile
Projekt izdelave razrednega tabloida smo izvedle z uporabljati različna orodja za oblikovanje in obdelavo digitalnih
dijakinjami 2. letnika programa predšolske vzgoje ob zaključku vsebin. Hkrati so pridobile znanje na področju iskanja virov,
10. učne enote, cilja katere sta med drugim bila usvojiti besedišče organizacije in načrtovanja projektov v Canvi ter na področju
povezano s področjem medijev in raba trpnih glagolskih oblik. grafičnega oblikovanja, saj so pridobile osnovno razumevanje
Projektu smo namenile štiri šolske ure, od tega dve uri za zakonitosti grafičnega oblikovanja, kot so kompozicija, kontrast,
načrtovanje dela in pisanje prispevkov ter dve uri za spoznavanje barvna shema, poravnava besedila ipd.
s programom Canva in grafično oblikovanje prispevkov.
Do tedaj so se dijakinje spoznale s sedanjimi, preteklimi in
prihodnjimi slovničnimi časi, glagolniki, nedoločniki in trpniki v
present simple, past simple in present perfect simple. Eden izmed
ciljev projekta je bil tudi ustrezna uporaba čim več prej
omenjenih slovničnih struktur v lastnih besedilih.
Ker je avtonomija učenca ena izmed pomembnih elementov
za kakovostno izvedeno projektno delo [5], so dijakinje prejele
možnost izbire ustvarjanja netabloidne ali tabloidne publikacije
uporabo Canve nadgradile svoje digitalne kompetence,
predvsem na področju urejanja besedil in grafičnega oblikovanja.
Zaradi svoje preglednosti in enostavnosti za uporabo je Canva
idealna za izdelavo tovrstnih projektov. V prihodnje bi tovrsten
projekt lahko nagradili še z medpredmetnim povezovanjem z
informatiko in likovno vzgojo, saj bi tako pridobile dodatno
znanje na področju oblikovanja. Tovrstno znanje lahko nato
unovčijo v vsakdanjem življenju, na primer za oblikovanje
predstavitev, tiskovin, življenjepisov in drugih dokumentov za
osebno in profesionalno rabo.
VIRI IN LITERATURA
Slika 3: Primer naslovnice in posameznih strani (VIR: [1] Argawati, N. O., & Suryani, L. (2020). Project-based learning in teaching
writing: The implementation and students’ opinion. English Review:
lasten, zajem zaslonske slike) Journal of English Education, 8(2), 219-226. doi:
10.25134/erjee.v8i2.2120.
[2] Bülent, A., Stoller L. F. (2005). Maximizing the Benefits of Project Work
in Foreign Language Classrooms. English Teaching Forum. Volume 43.
Number 4, 10-21.
[3] Bilgin, I., Karakuyu, Y., & Ay, Y. (2015). The effects of project based
learning on undergraduate students’ achievement and self-efficacy beliefs
towards science teaching. Eurasia Journal of Mathematics, Science and
Technology Education, 11(3), 469-477. doi: 10.12973/eurasia.2014.1015a
[4] Canva. https://www.canva.com/ (30. 7. 2024).
[5] Bülent, A., Stoller L. F. (2005). Maximizing the Benefits of Project Work
in Foreign Language Classrooms. English Teaching Forum. Volume 43.
Number 4, 10-21.
Slika 4: Ustvarjanje prispevkov v Canvi (VIR: lasten)
Slika 5: Izdelava fotomontaže (VIR: lasten)
5 ZAKLJUČEK
Projektno delo dopušča hkratno izpopolnjevanje pisnih in
digitalnih kompetenc, saj s svojim celovitim in integrativnim
pristopom k učenju povezuje različna področja. To je idealno za
pouk tujega jezika, ki že sam po sebi združuje različna področja,
teme in spretnosti. Obenem moramo biti pozorni, da projekt
primerno osmislimo, saj so na ta način dijaki in dijakinje bolj
motivirani za delo, končni izdelek pa je bolj kakovosten in v
skladu z zastavljenimi cilji. Tako so bile spretnosti pisnega
izražanja v tujem jeziku postavljene v ustrezen kontekst, zaradi
česar so bili učni rezultati uspešnejši. Prav tako so dijakinje z
Uporaba aplikacije Stanford Cable TV News Analyzer v
visokem šolstvu
Using the Stanford Cable TV News Analyzer in Higher
Education
Doc. dr. Dejan Romih Feliks Možina Asist. Nejc Fir
Univerza v Mariboru Univerza v Ljubljani Univerza v Mariboru
Ekonomsko-poslovna fakulteta Ekonomska fakulteta Ekonomsko-poslovna fakulteta
Maribor, Slovenija Ljubljana, Slovenija Maribor, Slovenija
dejan.romih@um.si fm9230@student.uni-lj.si nejc.fir@um.si
Red. prof. dr. Silvo Dajčman Izr. prof. dr. Arne Baruca
Univerza v Mariboru Texas A&M University-San Antonio
Ekonomsko-poslovna fakulteta College of Business San Antonio
Maribor, Slovenija Teksas, ZDA
silvo.dajcman@um.si abaruca@tamusa.edu
V literaturi srečujemo različne primere uporabe klepetalnega
POVZETEK robota ChatGPT v (visokošolskem) izobraževanju [4, 5, 6], ne
V tem prispevku podajamo primere uporabe aplikacije srečujemo pa različnih primerov uporabe aplikacije Stanford Ca-
Stanford Cable TV News Analyzer v visokem šolstvu, pri čemer ble TV News Analyzer (analizatorja kabelskih novic), ki tudi te-
se osre-dotočamo na predavanja iz ekonomije. Ugotovili smo, da melji na umetni inteligenci. Tako bomo v tem prispevku več po-
je apli-kacija koristen pripomoček za izobraževalce, pa tudi zornosti posvetili aplikaciji Univerze Stanford, ki so jo razvili
izobraže-vance. Hong idr. [7] in je prosto dostopna na https://tvnews.stanford.edu.
Trdimo lahko, da je ta aplikacija koristna za oblikovalce politike
KLJUČNE BESEDE in raziskovalce, pa tudi izobraževalce, ki jo lahko uporabljajo v izobraževalnem procesu. Dejstvo je, da z novimi tehnologijami Analiza, analizator, ekonomija, kabelska novica, predavanje nastajajo tudi nove priložnosti, ki jih lahko izkoriščamo ali pa
ABSTRACT tudi ne [8].
Ta prispevek je strukturiran tako, da ima še pet poglavij. V
In this paper, we provide examples of the use of the Stanford poglavju 2 predstavljamo namen, v poglavju 3 metode, v pogla-
Ca-ble TV News Analyzer in higher education, focusing on vju 4 rezultate, v poglavju 5 predloge, v poglavju 6 pa sklep.
econom-ics classes. We have found that the application is a
useful tool for educators, as well as students.
2 NAMEN
KEYWORDS Namen prispevka je srednje- in visokošolskim učiteljem
Analysis, analyzer, economics, cable news, lecture ekono-mije predstaviti tri primere uporabe analizatorja kabelskih
novic in zapolniti vrzel v literaturi o (visokošolskem)
1 UVOD njegovo uvedbo. To apli-kacijo smo izbrali zato, ker omogoča izobraževanju (v dobi umetne inteligence), ki je nastala z
Umetna inteligenca vpliva tudi na (visokošolske) analizo kabelskih novic o kakem aktualnem dogodku, zanimiva
izobraževalne ustanove (izobraževalni proces). Uvedba pa ni samo za srednje- in visokošolske učitelje ekonomije, ampak
klepetalnega robota ChatGPT je med njimi povzročila potrebo npr. tudi za srednje- in visokošolske učitelje statistike, ki lahko
po prilagajanju novim razmeram, kar smo pričakovali glede na podatke aplikacije upo-rabijo pri računanju srednje vrednosti ali
njegov uspeh. Izkušnje učijo, da ni (visokošolskega) drugih statistik.
izobraževalca, ki ne bi slišal za kle-petalni robot ChatGPT, ki ga Prednost aplikacije, ki jo uporabljamo v tem prispevku, je, da
je razvilo podjetje OpenAI. Hitro po njegovi uvedbi novembra omogoča interaktivno delo z dijaki in/ali študenti, tako domačimi
2023 se je pokazalo, da je klepetalni robot ChatGPT za kot tujimi, kar je razvidno tudi iz primerov, ki jih predstavljamo
(visokošolske) izobraževalce izziv, ki mu ni para, kar nas ne v nadaljevanju.
preseneča glede na njegovo zmogljivost [1, 2]. Nasprotujoča si
stališča do uporabe klepetalnega robota ChatGPT v
(visokošolskem) izobraževanju so (visokošolske) iz-obraževalce 3 METODE
razdelila v dva tabora: na zagovornike in nasprot-nike njegove V tem prispevku uporabljamo metodi kompilacije in študije
uporabe v (visokošolskem) izobraževanju [3]. pri-mera (angl. case study), pri čemer se omejujemo na
predstavitev aplikacije Stanford Cable TV News Analyzer, ki Analiza slike 1: Iz grafikona na sliki 1 lahko domnevamo
omogoča ana-lizo kabelskih novic od januarja 2010, in primerov (sklepamo), da so v opazovanem obdobju ameriški mediji, na-
njene uporabe na predavanjih iz ekonomije. Uporabljamo tudi tančneje kabelske televizije CNN, FOX in MSNBC, o brezposel-
metodi analize in sinteze. nosti največ poročale do (vključno) leta 2014 in od leta 2020 do
Posebnost aplikacije je, da temelji na uporabi umetne inteli- (vključno) leta 2022, tj. med zdravstveno krizo (epidemijo
gence, ki je tudi v visokem šolstvu aktualna tema. covida-19).
Vprašanja za študente: 1. Kaj je bil razlog za to, da so med
epidemijo covida-19 ameriški mediji veliko poročali o brezpo-
4 REZULTATI selnosti? 2. Ali in kako lahko podatki o času zaslona, v katerem
V tem poglavju predstavljamo tri primere uporabe je bila v podnaslovu navedena angleška beseda unemployment,
analizatorja kabelskih novic, za katere menimo, da lahko koristijo oblikovalcem politike? 3. Ali in kako lahko poročanje
koristijo srednje- in visokošolskim učiteljem ekonomije, saj ameriških medijev o brezposelnosti vpliva na razpoloženje Ame-
lahko ti z njegovo upo-rabo popestrijo pouk ekonomije in ričanov, pri čemer upoštevajte, da ločimo dobre in slabe novice?
nenazadnje pritegnejo pozor-nost dijakov oz. študentov. V ta
namen smo izbrali tri pojme: brezposelnost (angl.
unemployment), inflacijo (angl. inflation) in ekonomsko politiko
(angl. economic policy), ki so tudi navedeni v Predmetnem
izpitnem katalogu za splošno maturo 2024 – eko-nomija [9].
Vsak primer vsebuje eno ali več slik, njuno analizo in eno ali
več vprašanj za študente. Čeprav so primeri namenjeni visoko-
šolskim učiteljem, jih lahko uporabljajo tudi srednješolski učite-
lji, pri čemer morajo analizo prilagoditi srednješolskemu izobra-
ževanju.
4.1 Primer 1: Brezposelnost
Analizator kabelskih novic kaže čas zaslona (angl. screen
time) (v sekundah, minutah itd.), v katerem je bila v podnaslovu
nave-dena kaka angleška beseda (npr. economy) ali kaka besedna
zveza (npr. economic policy) oz. v katerem je bila na zaslonu pri-
kazana kaka znana oseba (npr. Donald Trump, Joe Biden,
Kamala Harris), kar pomeni, da ne kaže čas poročanja o kakem Slika 2: Posnetek zaslonske slike v primeru besede
(aktualnem) dogodku ali osebi. Lahko pa domnevamo, da daljši unemployment na dan 16. 8. 2024 (čas zaslona v sekundah
ko je čas zaslona, daljši je čas poročanja. po TV-postajah) [7, 10].
V tem podpoglavju grafično prikazujemo rezultate analize ka-
belskih novic o brezposelnosti, ki smo jo naredili s pomočjo apli- Analiza slike 2: Iz grafikona na sliki 2 lahko domnevamo
kacije Univerze Stanford. Grafikon na sliki 1 smo dobili tako, da (sklepamo), da sta v opazovanem obdobju o brezposelnosti
smo v iskalno polje vtipkali text=unemployment, grafikon na (naj)več poročali kabelski televiziji FOX in MSNBC.
sliki 2 pa tako, da smo v prvo iskalno polje vtipkali Vprašanje za študente: Ali in kako lahko razlike v poroča-nju
text="unemployment" AND channel="CNN", v drugo ameriških medijev o brezposelnosti vplivajo na razpoloženje
text="unemployment" AND channel="FOX", v tretje pa članov (podpornikov) demokratske in republikanske stranke?
text="unemployment" AND channel="MSNBC". Sliki 1 in 2 lahko analiziramo na predavanju in/ali seminar-
skih vajah, na katerih obravnavamo brezposelnost. Pri tem je po-
membno, da uporabimo interaktivno spletno stran, ki nam omo-
goča, da ne analiziramo samo gibanja časa zaslona, ampak tudi
kabelske novice. (S klikom na točko na krivulji se namreč prika-
žejo vse kabelske novice o kaki stvari, ki se obravnava – gl. sliko
3.) Poleg tega lahko uporabimo tudi druge, strožje (iskalne) kri-
terije, s čimer lahko vsebino predavanja približamo potrebam. To
je zlasti dobrodošlo pri delu v majhnih skupinah, ko lahko upo-
rabljamo tudi na študenta osredotočeni pristop.
Slika 1: Posnetek zaslonske slike v primeru besede
unemployment na dan 16. 8. 2024 (čas zaslona v minutah)
[7, 10].
Slika 4: Posnetek zaslonske slike v primeru besede inflation
na dan 16. 8. 2024 (čas zaslona v minutah) [7, 10].
Slika 5: Posnetek zaslonske slike v primeru besede inflation
na dan 16. 8. 2024 (čas zaslona v sekundah po TV-postajah)
Slika 3: Posnetek zaslonske slike v primeru besede [7, 10].
unemployment, potem ko smo kliknili na točko na krivulji
(april 2020) (čas zaslona v minutah) [7, 10]. Analiza slike 5: Iz grafikona na sliki 5 lahko domnevamo
(sklepamo), da je v opazovanem obdobju o inflaciji (naj)več po-
4.2 ročala kabelska televizija FOX. Primer 2: Inflacija
kabel-skih novic o inflaciji. Grafikon na sliki 4 smo dobili tako, (podpornikov) demokratske in republikanske stranke? da smo v iskalno polje vtipkali text=inflation, grafikon na sliki 5 Sliki 4 in 5 lahko analiziramo na predavanju in/ali seminar-pa tako, da smo v prvo iskalno polje vtipkali text="inflation" skih vajah, na katerih obravnavamo inflacijo, pri čemer lahko po-V tem podpoglavju grafično prikazujemo rezultate analize ameriških medijev o inflaciji vplivajo na razpoloženje članov Vprašanje za študente: Ali in kako lahko razlike v poroča-nju
AND chan-nel="CNN", v drugo text="inflation" AND
datke o gibanju časa zaslona, v katerem je bila v podnaslovu na-
channel="FOX", v tretje pa text="inflation" AND
vedena angleška beseda inflation, primerjamo s podatki o
channel="MSNBC".
gibanju stopnje inflacije v ZDA. To lahko naredimo tudi pri
Analiza slike 4: Iz grafikona na sliki 4 lahko domnevamo
brezpo-selnosti, kjer lahko podatke o gibanju časa zaslona, v
(sklepamo), da so ameriški mediji o inflaciji največ poročali po
letu 2020, v katerem je prišlo do izbruha epidemije covida-19. unemployment, pri-merjamo s podatki o gibanju stopnje katerem je bila v podnaslovu navedena angleška beseda
izbruhu epidemije covida-19 ameriški mediji veliko poročali o Vprašanja za študente: 1. Kaj je bil razlog za to, da so po brezposelnosti v ZDA.
inflaciji? 2. Ali in kako lahko podatki o času zaslona, v katerem 4.3 Primer 3: Ekonomska politika je bila v podnaslovu navedena angleška beseda inflation, kori-
stijo oblikovalcem politike? 3. Ali in kako lahko poročanje ame- V tem podpoglavju grafično prikazujemo rezultate analize
riških medijev o inflaciji vpliva na razpoloženje Američanov? kabel-skih novic o ekonomski politiki. Grafikon na sliki 6 smo
dobili tako, da smo v iskalno polje vtipkali text="economic
policy", grafikon na sliki 7 pa tako, da smo v prvo iskalno polje
vtipkali text="economic policy" AND channel="CNN", v drugo
text="economic policy" AND channel="FOX", v tretje pa tudi da dijake oz. študente usmerijo k njegovi uporabi pri pisanju
text="economic policy" AND channel="MSNBC". seminarskih nalog. Predlagamo jim tudi, da primerjalno
analizirajo poročanje kabelskih postaj CNN, FOX in MSNBC ter
da uporabijo tudi druge, strožje (iskalne) kriterije.
6 SKLEP
Nasploh lahko trdimo, da je analizator kabelskih novic
koristen pripomoček. V podkrepitev te trditve smo navedli tri
(praktične) primere njegove uporabe na predavanjih iz
ekonomije, ki lahko drugim visokošolskim učiteljem ekonomije
služijo kot ilustra-cija. To velja tudi za srednješolske učitelje
ekonomije. Upošte-vati moramo, da so pripadniki generacije Z
drugačni od pripadni-kov prejšnjih generacij, kar povzroča
potrebo po prilagajanju iz-obraževalnega procesa njihovim
economic policy na dan 16. 8. 2024 (čas zaslona v minutah) (dejanskim) potrebam in že-ljam. Izkušnje (iz Slovenije) učijo, Slika 6: Posnetek zaslonske slike v primeru besedne zveze
[7, 10]. da moramo visokošolski uči-telji na predavanjih več pozornosti
posvečati (praktični) uporab-nosti znanja, saj lahko s tem
Analiza slike 6: Iz grafikona na sliki 6 lahko domnevamo izboljšamo izobraževalni proces.
(sklepamo), da so ameriški mediji o ekonomski politiki največ
poročali leta 2016 in 2024. ZAHVALA
Vprašanje za študente: Kaj je bil razlog za to? Raziskavo je financirala Javna agencija za
znanstvenorazisko-valno in inovacijsko dejavnost Republike
Slovenije (BI-US/24–26–006).
VIRI
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https://doi.org/10.1016/j.tele.2023.102067
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ChatGPT med študenti ekonomije in medicine. Ekonomija plus : revija
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cije/ekonomija-plus-2-1.pdf
(sklepamo), da sta v opazovanem obdobju o ekonomski politiki [6] Mahmud, A., Sarower A.H., Sohel A., Assaduzzaman, M.,& Bhuiyan, T.
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skih vajah, na katerih obravnavamo ekonomsko politiko. Po- [8] Patrício, M. R., & Gonçalves, B. F. (2024, January). ChatGPT: Systematic
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jamo s podatki o gibanju ekonomskopolitične negotovosti v ZDA. [9] Državni izpitni center. (2022). Predmetni izpitni katalog za splošno ma- turo 2024 – ekonomija. Ljubljana: Državni izpitni center.
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novi.pdf/2023011710020901/?m=1673946129
5 PREDLOGI [10] Stanford Cable TV News Analyzer. (2024). The Data. https://tvnews.stan-ford.edu/
Srednje- in visokošolskim učiteljem ekonomije predlagamo,
da razmislijo o uporabi analizatorja kabelskih novic pri pouku
eko-nomije in da skupaj z dijaki oz. študenti analizirajo
poročanje ka-belskih postaj o kakem (aktualnem) dogodku, pa
Razvijanje socialno-emocionalnih veščin z uporabo
animiranega filma v predšolskem obdobju
Developing Social-Emotional Skills through Animated Film in
Early Childhood
Luka Sterle
Predšolska vzgoja
Vrtec Litija
Litija, Slovenija
luka.sterle@vrtec-litija.si
interactions with peers, adults, and the environment.
POVZETEK Additionally, various media, such as animated films, can play a
Socialno-emocionalne veščine, kot so prepoznavanje in significant role in enhancing these skills.
izražanje At the beginning of the kindergarten year, educators observed čustev, empatija, reševanje konfliktov in
samoregulacija, so bistvene za uspešen razvoj otrok. V that children were not tidying up their toys, mishandling toys in
predšolskem obdobju otroci razvijajo te veščine skozi interakcijo different play areas, and lacking a sense of responsibility for the
z vrstniki, odraslimi in okoljem. Poleg tega lahko različni mediji, kindergarten materials. To address these challenges, the idea was
kot so animirani filmi, igrajo pomembno vlogo pri krepitvi teh conceived to mirror the children's actions, leading to the creation
veščin. of Trmica. Trmica is a crocheted round ball with legs, arms, and
V začetku vrtčevskega leta je bilo opaziti, da otroci ne a face, which does not speak but whispers both good and bad
pospravljajo igrač, neprimerno rokujejo z igračami v različnih things to the children. Through its mischievous behavior, Trmica
kotičkih in nimajo razvitega čuta za odgovornost do materiala v encourages children to recognize emotions and resolve conflicts.
vrtcu in ne navezujejo stikov z vrstniki. Da bi spremenil te vzorce, Trmica represents a stubborn child who believes they can do
sem se odločili zrcaliti otroška dejanja, kar je vodilo do ideje o anything without facing consequences.
Trmici. To je kvačkana okrogla žogica z nogami, rokami in The aim of this article is to investigate and monitor the
obrazom, ki ne govori na glas, ampak šepeta otrokom na uho, behavior of children after the introduction of Trmica into the
tako dobre kot slabe stvari. S svojim nagajivim vedenjem group, and to assess how the use of animated films featuring
spodbuja otroke k prepoznavanju čustev in reševanju konfliktov. Trmica can help in developing social-emotional skills in
Nered ustvarja le v času odsotnosti otrok iz vrtca. Trmica preschool children. The research focuses on observing children
predstavlja trmastega otroka, ki misli, da lahko počne karkoli while watching the animated films, analyzing their behavior, and
brez posledic za svoja dejanja. collecting feedback from parents and educators to evaluate the
Cilj tega članka je raziskati in spremljati vedenje otrok po effects of these films on the development of social-emotional
vključitvi Trmice v skupino ter oceniti, kako lahko uporaba skills.
animiranih filmov s Trmico pomaga pri razvijanju socialno-
emocionalnih veščin pri predšolskih otrocih. Raziskava se KEYWORDS
osredotoča na opazovanje otrok med gledanjem animiranih Social-emotional skills, preschool children, animated films,
filmov, analizo njihovega vedenja ter zbiranje povratnih Trmica, emotion recognition, self-regulation, empathy, conflict
informacij od staršev in vzgojiteljev, da bi ocenili učinke teh resolution, responsibility
filmov na razvoj socialno-emocionalnih veščin.
KLJUČNE BESEDE 1 UVOD
Socialno-emocionalne veščine, predšolski otroci, animiran Razvoj socialno-emocionalnih veščin v predšolskem obdobju
film, Trmica, prepoznavanje čustev, samoregulacija, empatija, je ključen za celostni razvoj otrok. Te veščine vključujejo
reševanje konfliktov, odgovornost sposobnost prepoznavanja in izražanja čustev, empatijo,
reševanje konfliktov ter samoregulacijo, ki so bistvene za
ABSTRACT uspešno interakcijo z vrstniki in odraslimi. V predšolskem
emotions, empathy, conflict resolution, and self-regulation, are okoljem in drugimi osebami [1]. Vendar pa sem v začetku leta opazil težave, kot so neprimerno rokovanje z igračami, essential for the successful development of children. In the Social-emotional skills, such as recognizing and expressing obdobju otroci te veščine razvijajo predvsem skozi interakcije z
preschool period, children develop these skills through neprijaznost do vrstnikov in vzgojiteljev ter pomanjkanje odgovornosti. Da bi učinkovito reševal te izzive, sem se odločil
preizkusiti uporabo animiranih filmov (stop motion pictures), kot Poleg tega ima dodano vrednost posnetek, ki je narejen v
orodja za izboljšanje socialno-emocionalnih veščin, pred igralnici. V kolikor lahko vključiš rekvizite s katerimi otroci
uporaba filma sem z otroki izvedel različne dejavnosti, ki dnevno rokujejo in z njimi preživijo večino dneva je to dodana
povezujejo skupino, krepijo samopodobo posameznika in vrednost. Takšne vsebine omogočajo vključitev tematik, ki so
celotno skupino ter širši krog ljudi s katerim se otroci dnevno trenutno najbolj zaželene, pereče ali bodo otrokom in
družijo. vzgojiteljem pomagale pri uspešni realizaciji zastavljenih ciljev.
V tem članku bom predstavil primere dejavnosti za Pomembno pa je poudariti, da posnetki, filmi in podobne
prepoznavanj neprimernega vedenja, prepoznavanje in izražanje vsebine ne smejo biti edini vir spodbude za otroke. Gre le za eno
čustev ter uporabe lika Trmica (slika 1), kvačkane žogice z izmed mnogih orodij, ki jih je treba skrbno vključiti v celoten
rokami, nogami in obrazom, ki sem ga uvedel v igralnico, da bi pedagoški pristop, kjer so na prvem mestu neposredne izkušnje
otroke spodbudil k refleksiji o njihovem vedenju in razvoju in interakcije z okoljem in sovrstniki.
potrebnih veščin. Proučil sem, kako so otroci reagirali na
spremembe v okolju, kako je Trmica vplivala na njihovo vedenje
ter kakšne so bile posledice za njihov socialno-emocionalni 3 UVAJANJE AKTIVNOSTI ZA RAZVOJ
razvoj. SOCIALNO-EMOCIONALNIH
SPRETNOSTI IN SAMOREGULACIJE
Pred začetkom uporabe lika Trmica v programu sem se
osredotočil na dejavnosti, ki so prispevale k razvoju socialno-
emocionalnih veščin otrok. Vpeljal sem različne aktivnosti, ki so
omogočile raziskovanje in izražanje čustev ter izboljšanje
sposobnosti samoregulacije in empatije.
Slika 1: Trmica se igra z igračami
2 RAZUMEVANJE ANIMIRANIH FILMOV
V PREDŠOLSKEM OBDOBJU
Animirani filmi lahko v predšolskem obdobju pripomorejo
pri razvoju otrokove socialno-emocionalne pismenosti,
kognitivnih veščin in ustvarjalnosti. Takšne vsebine omogočajo
otrokom, da se identificirajo z liki in situacijami v filmih, kar jim Slika 2: Moj prijatelj - plakat
pomaga razumeti in izražati svoja čustva ter razviti empatijo do
drugih. Vključevanje animiranih filmov v izobraževalne
dejavnosti lahko pozitivno vpliva na medosebne odnose otrok ter
sposobnosti reševanja konfliktov, saj jim ponuja vpogled v
različne čustvene izkušnje in socialne dinamike. Kakovost
izobraževalnih vsebin in pristopov, vključno z uporabo
animiranih filmov, ima pomembno vlogo pri zagotavljanju
visoke kakovosti vzgoje in izobraževanja v vrtcih in šolah, kar
potrjujejo smernice in raziskave na tem področju [2].
Poleg tega animirani filmi spodbujajo otroško ustvarjalnost in
kognitivni razvoj. Domišljijski elementi v animiranih filmih
omogočajo raziskovanje novih idej ter razvoj kritičnih miselnih
sposobnosti. Zgodbene vsebine, ki vključujejo reševanje
problemov in prepoznavanje vzorcev, pripomorejo k razvoju
otrokove sposobnosti razmišljanja in reševanja težav. Takšne
vsebine spodbujajo kognitivni razvoj in kreativnost otrok ter
prispevajo k njihovemu celostnemu razvoju. Vključevanje
kakovostnih animiranih filmov v izobraževalne programe je v
skladu z najboljšimi praksami za zagotavljanje kakovosti
izobraževalnega procesa, kot je navedeno v smernicah za
kakovost v vrtcih in šolah [2]. Slika 3: Srce – moja družina
Med njimi je bila izdelava plakatov o najboljših prijateljih, predlagali, da pripravimo past in ulovimo nepridiprava. Tako
kjer so otroci zapisali imena svojih prijateljev in opisali najljubše smo iz kartona spletli mrežo in jo postavili nad čokolado, ki je
trenutke z njimi, kar je spodbujalo refleksijo in razvoj empatije. bila na mizi. Naslednji dan je bila past sprožena, a o čokoladi ni
Po izdelanem plakatu (slika 2) so se odšli otroci igrati s svojim bilo ne sluha ne duha. Na mizi je bila le rdeča lisa.
najljubšim prijateljem. Seveda to ni bilo povsem izvedljivo, saj Nekaj dni, pred ogledom videa o Trmici, smo prebrali zgodbo
so se med seboj imena ponavljala. Težavo so rešili s skupno igro. "Zmajček in Trmica," kjer se je otrokom že začela sestavljati
Poleg tega so otroci ustvarili plakate v obliki srca (slika 3), kjer celotna slika. Ugotovili so, da bi bil nepridiprav lahko prav ta
so risali najljubše osebe v družini in med prijatelji, kar je krepilo Trmica iz zgodbe. Po več tednih ugotavljanja je napočil čas, ko
občutek ljubezni in pripadnosti. Med risanjem plakata so v kameri na listku ni bilo slike, ampak je pisalo "video." Otroci
opisovali dogodke, se spominjali lepih trenutkov in z nasmehom so ugotovili, da moramo kamero priklopiti na računalnik. To smo
opravili nalogo. Za prepoznavanje čustev sem uporabil slikovne naredili in začel se je predvajati posnetek (stop motion picture) s
kartice, ki so prikazovale različna čustva, ter aktivnosti, kjer so Trmico v glavni vlogi. Kamera jo je posnela, kako je razmetavala
otroci označevali svoje počutje na pripravljeni šabloni. To je stole v igralnici, raztresala različne igrače, plezala po omarah in
prispevalo k razvoju čustvene pismenosti in samorefleksije. brskala po predalih. V sobi je zavladala tišina. Otroci so nemo
Dejavnosti smo izvajali v dopoldanskem času med prihodom v gledali posnetek in komentirali dogodke. Ta dan so končno
vrtec in v popoldanskem času med odhajanjem domov. V ugotovili, kdo jim povzroča nered v igralnici.
primeru neželenega dogodka v skupini, sem med pogovorom
vprašal otroka o njegovem počutju, tako da so lahko te občutke
označili na listih. Sčasoma so jih usvojili z besedami, tako da niso 5 SPOZNAVANJE LIKA TRMICE
več potrebovali slikovne opore. V sklopu aktivnosti za razvoj Ko smo Trmico locirali in našli, je vsa prestrašena skočila
samoregulacije sem se osredotočil na učenje in vadbo besednih meni v naročje (slika 4). Z otroki smo si v krogu ogledali Trmico
ukazov ter gest za obvladovanje čustev in vedenja. Otroci so se in jo vprašali, od kod je prišla in ali je ona tista, ki je delala nered
učili uporabljati fraze, kot so "stop," "to mi ni všeč," "nehaj v naši igralnici. Nič ni odgovarjala, le gledala nas je. Kmalu smo
takoj" v konfliktnih situacijah in vadili uporabo geste z dlanjo za ugotovili, da govori le na uho, zato sem jaz prvi poslušal njene
prekinjanje neželenega vedenja. ideje in moram reči, da so bile zelo nagajive (Trmica govori na
Dnevno smo izvajali pretvarjanja situacij v skupini, ki so uho tako, da si sam izmišljaš kaj ti govori). Seveda nam je tudi
najpogosteje vodile v konflikt. Pretvarjanje je potekalo tako, da odgovorila na vsa naša vprašanja. Trmico smo si podajali naprej,
sva s sodelavko zaigrala njihov primer, se o njem pogovorili in tako da so jo vsi pozdravili in se z njo pogovorili. Otroci so imeli
ga nato še enkrat zaigrala s predlogi otrok, da rešiva nastalo zelo zanimive ideje o tem, zakaj je razmetavala sobo in
situacijo. Kasneje so tudi otroci igrali igre pretvarjanja. Uporabil prestavljala igrače. Po končanem pogovoru smo ji poiskali mesto
sem vizualne pripomočke, kot so plakati in kartice z navodili, da v igralnici in se dogovorili, da jo lahko vsak vzame v naročje, če
sem podprl učenje teh veščin, otroci pa so jih redno uporabljali v bo le lepo rokoval z njo, vendar se mora vedno vrniti na
vsakodnevnih situacijah znotraj učnega okolja. Te dejavnosti so dogovorjeno mesto. Tako je Trmica postala del naše skupine.
bile ključne za pripravo otrok na delo z likom Trmica, saj so
prispevale k njihovemu boljšemu razumevanju in izražanju
čustev ter spodbujanju pozitivnega vedenja v skupini.
4 ZRCALJENJE OTROŠKIH DEJANJ IN
ISKANJE KRIVCA: UPORABA LIKA
TRMICE
Da bi otroke pritegnil in jih spodbudil k razmišljanju o svojih
vedenjskih vzorcih, sem v skupino začel vnašati rahle
spremembe, kot so razmetane barvice, pomešane igrače,
neurejeni delovni zvezki, izginule igrače, prestavljeni predmeti
(stenkska ura, stoli, kotički, znaki otrok itd.). Vsako jutro, ko so
prišli v igralnico in naleteli na nered ali izginotje predmetov, sem
jih vprašal: "Kdo od vas ni včeraj pospravil igrač?" Vsak dan je
bil odgovor enak - vsi so trdili, da so vse pospravili. Ko so Slika 4: Našli smo Trmico
ugotovili, da se te stvari dogajajo v času njihove odsotnosti iz
vrtca, so predlagali, da ponoči postavimo kamero v sobo, da bi
videli, kdo povzroča ta nered. Kamero smo naredili iz kartona in 6 SODELOVANJE LUTKE V SKUPINI
jo postavili na najvišjo omaro, tako da je zajela celotno igralnico. Trmica je dnevno sodelovala v jutranjih krogih in v vseh
Nato smo čakali. Napetost je rasla in vsak dan smo preverjali, ali drugih delih dneva. Kljub temu, da smo jo vključili v našo rutino,
je v kameri kakšna slika. nam je še vedno nagajala; ponoči je razmetavala igralnico, zjutraj
Nekega dne smo dejansko našli sliko. Na njej je bil le del pa je tiho opazovala naše odzive. Kadar se kakšna igračka ali
Trmice in razdejanje, ki ga je povzročila. Otroci niso mogli igralni kotiček nista primerno uredila, smo prosili Trmico, da
ugotoviti, kdo je to, zato se je napetost še povečala. Ko so se slike nam pomaga urediti kotičke. Otroci so z njo bolj zagreto
vrstile več tednov in nihče ni mogel ugotoviti, kdo je to, so pospravljali in brez dodatnih spodbud izvajali vodene dejavnosti
v času bivanja v vrtcu. Trmica je postala kot nagrada za druženje postali bolj vestni in odgovorni pri svojih vsakodnevnih opravilih,
po dobro opravljenem delu, kar je še dodatno motiviralo otroke kar je prineslo pozitivne spremembe tako v vrtcu kot tudi doma.
pri njihovih nalogah. Negativni vedenjski vzorci otrok so se
skoraj popolnoma prekinili, saj so otroci začeli uporabljati
Trmico kot izgovor za neprimerno vedenje, češ da jim je Trmica 8 ZAKLJUČEK
rekla naj naredijo kakšno neumnost. Kljub temu so bili otroci Vpeljava lika Trmice v skupino predšolskih otrok se je
zelo ljubeznivi do lutke, kar je pripomoglo k temu, da je večina izkazala kot učinkovit pristop za spodbujanje razvoja socialno-
negativnih dejanj izvenela. V prvem tednu prisotnosti Trmice je emocionalnih veščin. Otroci so skozi interakcijo z lutko Trmico
bilo opaziti več skupne igre, saj so otroci vključevali lutko v in spremljanje njenih domnevnih dejanj pridobili globlje
svoje najljubše kotičke, kar je dodatno spodbujalo sodelovanje in razumevanje čustev, empatije, odgovornosti in pravilnega
pozitivno interakcijo med njimi (slika 5). vedenja.Ta inovativni pedagoški pristop je pripomogel k temu,
da so otroci začeli bolj zavzeto pospravljati svoje stvari, se bolj
angažirano vključevali v skupinske dejavnosti in razvijali
sposobnost reševanja konfliktov na miren način.
Starši so opazili, da so otroci doma bolj odprti za razprave o
svojih čustvih in vedenju, kar kaže na širši vpliv Trmice izven
vrtčevskih okvirov. Kljub temu, da so otroci včasih Trmico
uporabili kot izgovor za lastne pomanjkljivosti, so se pri tem učili
pomembnih življenjskih lekcij o odgovornosti in posledicah
svojih dejanj. S tem so postali bolj vestni in samostojni, kar se
kaže tudi v njihovem vedenju doma.
Uporaba animiranih filmov in zgodb, skupaj z uporabo lutke
kot interaktivnega orodja, se je izkazala kot učinkovit način za
podporo celostnemu razvoju otrok. Trmica je tako postala
pomemben del skupinskega življenja, ki ne le zabava, temveč
tudi uči in vodi otroke k bolj zrelim in odgovornim osebam.
Prepoznanje in naslavljanje otrokovih čustev ter vedenj preko
Slika 5: Trmica posluša zgodbo z otroki likov, kot je Trmica, ponuja vrtcem in šolam priložnost za
nadgradnjo tradicionalnih vzgojnih metod z inovativnimi
pristopi, ki so prilagojeni potrebam sodobnih otrok.
7 ODZIV STARŠEV PPRED IN PO
SPREJEMU TRMICE V SKUPINO. VIRI
Starši so pred uvedbo Trmice v skupino opažali, da se otroci [1] Brezovnik, M. (2021). Metode in tehnike za razvoj socialno-emocionalnih
veščin v predšolskem izobraževanju. Maribor: Fakulteta za izobraževalne
doma pogosto niso želeli soočiti z odgovornostmi, kot so vede.
pospravljanje svojih igrač, oblačil in opravljanjem osnovnih [2] ZRSŠ (2023). Smernice za kakovost v vrtcih in šolah. Znanstveno-
domačih nalog, kot je urejanje postelje ali obutve. Po sprejemu raziskovalni center Slovenske akademije znanosti in umetnosti.
Trmice v skupino so začeli opažati zanimivo spremembo v
vedenju svojih otrok. Kadar otroci doma naredijo kakšno
neumnost ali ne opravijo svojih nalog, krivijo Trmico, saj naj bi
jim ona rekla, naj ne opravijo svojih obveznosti. To je postal
pogost izgovor pri otrocih. Starši hkrati opažajo, da otroci zdaj
veliko več govorijo o neprimernih vedenjih Trmice in o tem, kaj
je prav in kaj ne.
Poleg tega so starši opazili, da otroci pogosto omenjajo, kako
se Trmica v vrtcu obnaša in kaj vse se je naučila. To je
spodbudilo zanimive pogovore doma, kjer otroci sami sebe
opozarjajo, da se "ne smejo obnašati kot Trmica." Starši
sporočajo, da otroci, ki so bili prej zadržani pri izražanju svojih
čustev, zdaj bolje ubesedijo svoje občutke in razpravljajo o
nastalih situacijah, kar nakazuje, da so razvili večjo zavest o
pravilnem in nepravilnem vedenju.
Zanimivo je tudi to, da so starši začeli opažati, da otroci zdaj
pokažejo več empatije do drugih članov družine. Včasih, ko pride
do nesoglasij, jih poskušajo reševati na mirnejši način, kot so to
počeli prej. Opažajo, da otroci zdaj več in bolj temeljito
pospravljajo svoje stvari kot prej, ter se trudijo slediti dogovorom
doma. Čeprav se morda še vedno poskušajo izogniti
odgovornosti, pa je očitno, da so sprejeli sporočilo Trmice in
Psihologija barv na tečaju grafičnega oblikovanja
The Psychology of Colors in Graphic Design Course
Iva Strniša
GFP Kranj
Kranj, Slovenija
iva.strnisa@gfp.si
graphic designers and psychologists, which could improve the
POVZETEK effectiveness of visual communication solutions.
V digitalni dobi ima grafično oblikovanje ključno vlogo pri
ustvarjanju vizualno prepričljivih sporočil, ki presegajo KEYWORDS
jezikovne meje in dosegajo globalno občinstvo. Projekt RaSTKo, Graphic design, colors, psychology, course, RaSTKo
sofinanciran s strani Ministrstva za vzgojo in izobraževanje RS
ter EU, si prizadeva povečati vključenost odraslih v
vseživljenjsko učenje in izboljšati njihove kompetence. V sklopu 1 UVOD
projekta se izvajajo brezplačni tečaji, vključno z izobraževanjem V digitalni dobi, ki jo živimo, je moč vizualne komunikacije
o grafičnem oblikovanju. Le ta je namenjen različnim poklicnim postala neprecenljiva. Grafično oblikovanje je postalo ključno
profilom, ter pokriva temeljne in napredne vidike oblikovanja in orodje za ustvarjanje močnih, prepričljivih sporočil, ki segajo
uporabo grafičnih programov. Poseben poudarek je na vplivu preko jezikovnih meja in nagovarjajo občinstvo na globalni ravni.
barv na čustva in vedenje uporabnikov, kjer se udeleženci Beseda »grafično« izvira iz grške besede »graphein« in
naučijo strateške uporabe barv za učinkovito vizualno pomeni pisanje oz. označevanje. Beseda oblikovanje oz. v
komunikacijo. angleščini »design« izvira iz francoskega izraza »dessiner«, kar
Empirični del, ki vključuje anketo med udeleženci tečaja, pomeni risanje, načrtovanje, skiciranje in oblikovanje. Iz tega
potrjuje, da barve močno vplivajo na čustvene reakcije in vedenje lahko sklepamo, da je v svojem primarnem pomenu grafično
uporabnikov, pri čemer sta bila rdeča in modra ocenjeni kot oblikovanje smiselno »pisanje« informacij in pretvorba le-teh [1].
najbolj učinkoviti barvi za jumbo plakate. Članek zaključuje s Od podjetij do posameznikov se vedno več ljudi zaveda
priporočilom za sodelovanje med grafičnimi oblikovalci in pomena estetike in funkcionalnosti, ki ju prinaša dobro
psihologi, kar bi lahko izboljšalo učinkovitost vizualnih oblikovanje. V tem kontekstu je znanje grafičnega oblikovanja
komunikacijskih rešitev. postalo izjemno cenjeno in iskano, saj omogoča ustvarjanje
vizualnih izdelkov, ki izstopajo in imajo trajen vpliv.
KLJUČNE BESEDE Kakovostni izobraževalni viri se včasih izkažejo za
Grafično oblikovnaje, barve, psihologija, tečaj, RaSTKo nedostopne zaradi finančnih omejitev. Tukaj pa marsikomu
lahko pomagajo brezplačni tečaji, ki so preko projektov
creating visually compelling messages that transcend language In the digital age, graphic design plays a crucial role in evropskih sredstev. Te ne le odpirajo vrata kakovostnemu izobraževanju, ampak tudi omogočajo inovativnost in kreativni ABSTRACT financirani ali sofinancirani s strani državnih inštitucij ali
barriers and reach a global audience. The RaSTKo project, co- razvoj med udeleženci, ki se izobraževanj sicer ne bi udeležili.
financed by the Ministry of Education of the Republic of
Slovenia and the EU, aims to increase adult participation in 2 PREDSTAVITEV PROJEKTA lifelong learning and enhance their competencies. As part of the
project, free courses are offered, including training in graphic RaSTKo - Razvoj spretnosti in temeljnih kompetenc je
design. These courses are designed for various professional projekt, ki ga sofinancirata Ministrstvo za vzgojo in
profiles, covering fundamental and advanced aspects of design izobraževanje Republike Slovenije in Evropska unija iz
and the use of graphic software. Special emphasis is placed on Evropskega socialnega sklada plus, njegov namen pa je povečati
the impact of colors on emotions and user behavior, where vključenost odraslih v vseživljenjsko učenje (VŽU) ter izboljšati
participants learn the strategic use of colors for effective visual kompetence, ki jih odrasli potrebujejo zaradi potreb na trgu dela,
communication. večje zaposljivosti in mobilnosti ter osebnega razvoja za
The empirical part, which includes a survey among course delovanje in odzivanje na tehnološke, demografske in podnebne
participants, confirms that colors significantly influence spremembe v sodobni družbi.
emotional reactions and user behavior, with red and blue being Ljudska univerza Kranj je na javnem razpisu Temeljne
rated as the most effective colors for billboards. The article kompetence 2023-2029 Ministrstva za vzgojo in izobraževanje
concludes with a recommendation for collaboration between pridobila finančna sredstva za izvajanje tega projekta, ki se bo s
pomočjo konzorcijskih partnerjev (Šolski center Kranj in Teoretično znanje: Razumevanje zgodovine in teorije
Biotehniški center Naklo) izvajal do junija 2029. Med grafičnega oblikovanja ter obdelave fotografij, vključno
načrtovanimi kazalniki je izvedba 248 izobraževalnih programov, s preučevanjem pomembnih gibanj, slogov in
od tega 28 javnoveljavnih, vključenih pa naj bi bilo 1942 oblikovalskih trendov.
udeležencev. Praktične veščine: Razvijanje tehničnih in praktičnih
Programi, ki se s strani vseh sodelujočih izvajajo v sklopu veščin, ki so potrebne za izvedbo različnih projektov,
projekta, so za udeležence brezplačni. Pri izvajanju programov vključno z oblikovanjem publikacij, embalaže, oglasnih
bodo sodelovali različni izvajalci in strokovni delavci, ki bodo sporočil, spletnih strani in drugih vizualnih medijev.
skušali pokriti različna področja za dvig spretnosti in kompetenc Kritično razmišljanje: Spodbujanje analitičnega in
odraslih, še posebej ranljivih skupin. Ciljna skupina so odrasli, kritičnega razmišljanja pri evalvaciji lastnih del in del
med katerimi bodo zajeti tudi tisti iz ranljivih skupin: nižje drugih oblikovalcev, kar pomaga pri izboljšanju
izobraženi, aktivni, ki so stari 55 let ali več, ter tujci. kakovosti in učinkovitosti oblikovalskih rešitev.
Etična in profesionalna vprašanja: Učenje o etičnih
3 standardih v industriji grafičnega oblikovanja in TEČAJ GRAFIČNEGA OBLIKOVANJA
obdelave fotografij ter razumevanje profesionalnih
Cilji projekta so pridobitev in izboljšanje temeljnih praks in norm.
kompetenc ter splošne izobraženosti odraslih. Za doseganje teh Končni cilj tečaja je bil, da znajo tečajniki izdelati svoj oglas
ciljev, je bilo pripravljenih več izobraževanj iz različnih področij. z uporabo teoretičnih in praktičnih veščin, ki so jih pridobili na
Eno od področij je bilo tudi pridobivanje digitalnih kompetenc, tečaju. Krmelj pravi, da nastanek enega oglasa zahteva ljudi z
v katero sodi tudi grafično oblikovanje. znanjem s področja ekonomije, oblikovanja, fotografije, filma,
Program je namenjen vsem odraslim osebam, ki že delajo v psihologije, jezikoslovja, umetnosti, kulture, računalništva... [2],
industriji oblikovanja ali umetnosti in bi lahko izobraževanje zato smo pri načrtovanju vsebin tečaja moči združili strokovnjaki
uporabili za izboljšanje svojih tehničnih veščin in obogatitev iz različnih področij.
svojega portfelja:
podjetnikom, ki pogosto potrebujejo znanje grafičnega 4 VPLIV BARV NA ČUSTVA IN VEDENJE
oblikovanja za ustvarjanje marketinških materialov, UPORABNIKOV logotipov, spletnih strani in drugih vizualnih vsebin za
svoje podjetje, V tečaju grafičnega oblikovanja, ki so ga izvajali na Šolskem
centru Kranj, sem vsebine obogatila z vlogo barv, ki so marketinškim strokovnjakom, ki bi znanje grafičnega
oblikovanja lahko uporabili za izdelavo privlačnih pomemben zunanji dejavnik pozornosti, in pomagala doseči cilj
marketinških materialov, kot so letaki, oglasi, digitalne razumevanja vizualne komunikacije, konkretneje, kako vizualne
objave in druge promocijske vsebine, elemente uporabljati za učinkovito komunikacijo sporočil in idej
preko barv in njihovega odnosa do realnosti. fotografom, ki bi izobraževanje lahko izkoristili za
izboljšanje svojih veščin obdelave fotografij, kar jim 4.1 Barva kot fizični fenomen in njena vloga v
kulturi učiteljem in izobraževalcem, ki poučujejo umetnost, pomaga pri izboljšanju kakovosti svojih del in trženju,
grafično oblikovanje ali sorodne predmete, ki bi lahko Pri zaznavanju realnosti so izredno pomembni predvsem:
izobraževanje uporabili za pridobitev novih orodij in oblika zaznanih predmetov, njihov relief, njihova voluminoznost
znanja za poučevanje, in njihovi prostorski odnosi z drugimi predmeti. Toda barva ima
samostojnim ustvarjalcem, ki želijo razvijati svoje kljub temu mnogo globlji pomen, saj je njen vpliv sila
spretnosti iz hobija ali kot dodaten vir dohodka in bi razprostranjen v različnih sferah subjektovega psihičnega
lahko tečaj izkoristili za izboljšanje svojih veščin. (predvsem čustvenega) dogajanja [3].
Cilji izobraževalnega programa pa so bili sledeči: Barva, za razliko od oblike, dodaja predmetom še določeno
Razumevanje osnov grafičnega oblikovanja: Udeleženci oblikah človekove kulturne dejavnosti, saj spodbuja subjektovo čustveno vsebino. Simbolika barv ima tako pomen v vseh
se naučijo osnovnih načel oblikovanja, kot so intuitivnost, ga sili k spoznavanju in omogoča doživljajsko
kompozicija, tipografija, barvna teorija in vizualna polnost, ki temelji na aktivaciji mnogih psihičnih procesov na
hierarhija. več ravneh [3].
Obvladovanje grafičnih programov: Znanje uporabe
različnih grafičnih programov, kot so Adobe Photoshop, 4.2 Psihološko-simbolični učinki nekaterih barv
Illustrator, InDesign, Lightroom in druge specializirane ter vpliv na doživljanje in vedenje
programske opreme za grafično oblikovanje in obdelavo uporabnikov
fotografij.
Rdeča je bila prva barva, ki jo je človek poimenoval [3]. Razvoj kreativnih sposobnosti: Spodbujanje kreativnega
razmišljanja in inovativnosti pri ustvarjanju vizualnih Psihološko-simbolični učinek doseže zaradi fizične povezanosti
komunikaciji precej previdni, saj je zelo vpadljiva barva, ki lahko Razumevanje vizualne komunikacije: Poudarek na v določenih okoliščinah deluje precej nasilno. Opazovalec jo bo razumevanju, kako vizualne elemente uporabljati za rešitev za različne medije in platforme. z ognjem in krvjo. A z redečo moramo biti pri vizualni
učinkovito komunikacijo sporočil in idej. pogosto implicitno interpretiral kot nevarnost ali prepoved, saj
vedno izstopi iz svojega naravnega okolja. Presoditi moramo
torej, ali jo lahko uporabimo kot orodje za aktivnost, privlačnost,
dinamičnost ali pa bo v kontekstu delovala neresno in površinsko
in bo posledično opazovalec spregledal njeno sporočilo.
Zelena se v naravi pojavlja v izredno velikih količinah, a je
običajno stopnja njene zasičenosti nizka, tako da je njen vpliv na
človeka običajno ugoden [3]. Pogosto jo povezujemo s svobodo.
Nenazadnje tudi zelena luč pomeni prosto pot. Pri vizualni
komunikaciji moramo upoštevati pomirjevalni vpliv na
organizem, a z zavedanjem, da je vpliv na posameznika odvisen
predvsem od drugih barv, ki se pojavljajo skupaj z njo. Če jo
kombiniramo z modro in belo, sporoča pozitivne, s črno, rumeno
in vijoličasto pa negativne lastnosti.
Kljub temu, da rumeno barvo največkrat asociiramo s soncem,
ki simbolizira svetlobo, vedrino in optimizem, je potrebno biti
pazljiv pri uporabi te barve, saj njena simbolika ni vedno tako
optimistična. Pogosto so jo uporabljali kot nevarno opozorilo ali Slika 1: Kreativa jumbo plakata iz leta 2022 neprijetna čustva (npr. kugo, karanteno, izdajalstvo; izmed
čustev pa zavist, ljubosumnost in skopost). Z rumeno v
kombinaciji s črno bo učinek kar »zbodel v oči«, sploh, če bo
sporočilo v daljavi (npr. plakat), bo pa asociacija pri ljudeh
verjetno »nevarno, strupeno« [3].
Modro povezujemo z daljavo in neskončnostjo, saj z
oddaljevanjem skoraj vsi predmeti dobijo modrikast odtenek, saj
jih postopoma prekrijejo zračne plasti [3]. Poleg oddaljenosti
simbolizira prosojna modrina še velikost, saj optično povečuje
predmete. Dodaja pa modra implicitno atribute božanskosti, saj
jo najdemo v simboliki kar nekaj religij. Vseeno ne smemo mimo
občutka hladnosti, ki jo vzbudi moder prostor, ljudje, ki jih
osvetlimo z modro barvo pa izgledajo bledi in bolehni [3].
5 NEPRAVILNA IN PRAVILNA UPORABA
BARV NA PRIMERU
Na tečaju grafičnega oblikovanja, so bila tečajnikom jasno
predstavljena prej zapisana teoretična izhodišča v povezavi z Slika 2: Zelo ne opazen jumbo plakat zaradi pomanjkanja
vplivom barv na čustva in vedenje uporabnikov. Predstavljen je nevpadljivih barv
bil tudi primer na osnovi izdelanega jumbo plakata.
Sliki 1 in 2 prikazujeta primer, ko pri oblikovanju jumbo
plakata niso bili dovolj upoštevani psihološki in simbolni učinki
barv, da bi dosegli učinkovito vizualno komunikacijo. To je
privedlo do zelo ne opaznega plakata. Zeleni grafični elementi so
se preveč zlili z okolico (travo in nebom), kar je zmanjšalo
njegovo vidnost in učinkovitost pri pritegnitvi pozornosti.
Nasprotno pa Sliki 3 in 4 prikazujeta primer uspešnega
plakata, kjer so bile barve izbrane in uporabljene strateško. Še
vedno sicer prevladuje zelena barva, ki je povezana z celostno
grafično podobo šole. Pristovnik pravi, da je celostna grafična
podoba sestavljena iz imena, simbola in/ali logotipa, tipografije,
barve, slogana in pogostokrat tudi drugih grafičnih elementov [4].
Dodana pa je tudi rdeča barva, ki pritegne pozornost in plakat
loči od pokrajine.
Končni jumbo plakat je bil vizualno privlačen in čustveno
učinkovit. Uporabljene barve so pomagale pritegniti pozornost,
komunicirati sporočilo in vzbuditi pozitivne občutke pri Slika 3: Kreativa jumbo plakata iz leta 2023
gledalcih.
Udeleženci tečaja so skozi ta proces pridobili praktično
znanje o pomenu in uporabi barv v grafičnem oblikovanju, kar
bo koristilo njihovim prihodnjim projektom.
udeležencev o strateški uporabi barv za učinkovito vizualno
komunikacijo.
Tabela 1: Ocene barv glede na čustveni vpliv in zaznavanje
Čustveni Jasnost
Barva Privlačnost
vpliv sporočila
Rdeča 4.3 4.1 4.7
Zelena 3.7 3.5 3.4
Modra 4.0 4.0 4.2
Rumena 3.4 3.8 3.9
Črna 3.2 3.3 3.7
Bela 3.1 3.2 3.3
Slika 4: Zelo opazen jumbo plakat zaradi pravilne izbire
barv Tabela 2: Ocene kombinacij barv glede na učinkovitost
jumbo plakatov
6 EMPIRIČNI DEL Kombinacija Privlačnost Jasnost sporočila
Za boljše razumevanje vpliva barv na zaznavanje in
Rdeča in Bela 4.4 4.8
učinkovitost jumbo plakatov, smo izvedli kratko anketo med
udeleženci tečaja. Cilj ankete je bil raziskati, kako so različne Modra in Rumena 4.1 4.3
barve povezane s čustveno reakcijo in zaznavno interpretacijo Zelena in Črna 3.3 3.4
uporabo na jumbo plakatih glede na mnenja udeležencev. Rumena in Črna 3.5 4.1 uporabnikov ter ugotoviti, katere barve so najbolj primerne za
Anketa je bila sestavljena iz vprašanj, povezanih z Modra in Bela 4.0 4.2
zaznavanjem barv in njihovo povezavo s čustvi in subjektivno
interpretacijo. Udeleženci so ocenjevali občutke in vrednotili
različne barve in kombinacije barv na lestvici od 1 (zelo 7 ZAKLJUČEK
negativno) do 5 (zelo pozitivno). Skupno je sodelovalo 15 Tečaj grafičnega oblikovanja, izveden v sklopu projekta, je
udeležencev, ki so izpolnili anketo ob zaključku tečaja. poudaril pomembnost razumevanja barv in njihovega vpliva na
Rezultati ankete glede na percepcijo barv so navedeni v tabeli vizualno komunikacijo. Barve igrajo ključno vlogo pri
1, rezultati glede na kombinacijo barv, pa v tabeli 2. oblikovanju in prenašanju sporočil, saj imajo močne psihološke
Glede na vrednosti v tabelah, bi lahko zapisali naslednjo in simbolične učinke, ki vplivajo na čustva in vedenje
interpretacijo rezultatov: uporabnikov. Razumevanje teh učinkov je nujno za ustvarjanje
učinkovitih vizualnih sporočil, vendar je pogosto zapleteno in Rdeča: Udeleženci so rdečo barvo ocenili kot zelo
čustveno močno in privlačno. Verjetno izstopa zaradi zahteva globoko strokovno znanje.
svoje visoke vidljivosti in jasnosti sporočila. Glede na kompleksnost vplivov barv na čustva in vedenje
uporabnikov je priporočljivo, da se grafični oblikovalci pri svojih Modra: Modra je bila ocenjena visoko zaradi svoje
umirjenosti in profesionalnega videza. Kombinacije projektih posvetujejo s psihologi. Psihologi lahko ponudijo
modre in bele so bile po mnenju udeležencev zelo dragocen vpogled v miselne in čustvene odzive, ki jih različne
učinkovite. barve lahko povzročijo pri občinstvu, ter pomagajo oblikovalcem
izbrati barvne sheme, ki bodo najbolje komunicirale želena Zelena: Medtem ko zelena barva prinaša občutek
svobode in narave, je bila ocenjena nižje zaradi nizke sporočila in vzbudile pričakovane reakcije.
vodi do bolj premišljenih in učinkovitih vizualnih rešitev. Rumena in Črna: Kombinacija teh dveh barv je bila Psihološko utemeljeno oblikovanje ne le izboljša estetsko ocenjena kot zelo učinkovita za jasnost sporočila, vendar zasičenosti in očitno manjše privlačnosti. Sodelovanje med grafičnimi oblikovalci in psihologi lahko
kombinacije očitno povezane s specifično čustveno reakcijo in Rezultati ankete kažejo, da so različne barve in barvne nekoliko nižje za privlačnost, mogoče tudi zaradi vrednost, ampak tudi poveča učinkovitost komunikacije in dosega večji vpliv na občinstvo. Takšen interdisciplinarni pristop asociacij na nevarnost. omogoča oblikovalcem, da ustvarjajo vizualna sporočila, ki ne le izstopajo, ampak tudi trajno vplivajo na gledalce.
zaznavno interpretacijo uporabnikov. Barve, ki so po mnenju
udeležencev raziskave najboljša izbira za jumbo plakate, so bile
rdeča in modra, zlasti v kombinaciji z belo. Ugotovitve ankete
bodo uporabljene za nadaljnje izboljšanje vsebinskega dela
tečaja grafičnega oblikovanja, z namenom izobraževanja
LITERATURA IN VIRI
[1] U. Žalig. 2021. Vpliv grafičnega oblikovanja plakatov na opazovalce,
Diplomsko delo, Univerza v Mariboru, Fakulteta za elektrotehniko,
računalništvo in informatiko, Maribor.
[2] M. Krmelj. 2015. Prikrito oglaševanje, magistrsko delo, Univerza v
Mariboru, Ekonomsko-poslovna fakulteta, Maribor.
[3] A. N. Kovačev. 1997. Govorica barv, Prešernova družba, Ljubljana.
[4] G. Pristovnik. 2020. Lastna celostna grafična podoba, Diplomsko delo,
Univerza v Mariboru, Fakulteta za elektrotehniko, računalništvo in
informatiko, Maribor.
S kvizom spoznajmo živali na travniku
Let's Get to Know the Animals on the Meadow with a Quiz
Tina Šebenik
Župnijski vrtec Vrhnika
Voljčeva 21
1360 Vrhnika
malatiny@gmail.com
computer in the past months. Thus, in our group, we also devoted
POVZETEK an important place to the field of ICT technology and spread
V prispevku je predstavljeno, kako smo v skupini 3 letnikov knowledge and its meaningful applicability. We focused on
z uporabo IKT- tehnologije, popestrili vzgojno delo in otroke Google Chrome, where we looked at animals that live in the
usmerili v nov učni pripomoček, ki jih je motiviral in umiril. meadow and that children know. We played some songs of these
Otroci so že v preteklih mesecih pokazali veliko zanimanja za animals (butterflies, moles, ants, snails and ladybugs) on the
uporabo računalnika. Tako smo tudi v naši skupini na področju YouTube channel and played them several times, because
IKT- tehnologije namenili pomembno mesto in širili znanje, ter children love to listen to them. I prepared a short quiz for the
njeno smiselno uporabnost. Osredotočili smo se na Google children with questions about meadow animals, riddles and a
Crome, kjer smo si pogledali živali, ki živijo na travniku in jih memory game. First, they answered 6 questions about these
otroci poznajo. Na Youtube kanalu smo si zavrteli nekaj pesmi animals, then they answered 3 riddles, showed where individual
teh živali ( metulja, krta, mravlje, polža in pikapolonice) in jih animals live and ended with a memory. The questions were
večkrat predvajali, saj jih otroci zelo radi poslušajo. Otrokom prerecorded. We opened PowerPoint and indulged in a quiz that
sem pripravila kratek kviz z vprašanji o travniških živalih, took us to the end with a few correct clicks. The mentioned
uganke in igro spomin. Najprej so odgovorili na 6 vprašanj o teh didactic aid motivated the children, they were more collected and
živalih, potem so odgovorili na 3 uganke, pokazali kje focused on the tasks that awaited them. At first we solved them
posamezne živali živijo in zaključili s spominom. Vprašanja so together, but then the work was done individually with each
bila vnaprej posneta. Odprli smo PowerPoint in se prepustili individual. The teachers and I were present the whole time, as the
kvizu, ki nas je z nekaj pravilnih klikov pripeljal do konca. children were 3 years old and needed help handing ICT tools.
Omenjen didaktični pripomoček je otroke motiviral, bili so When solving the quiz, they listened to the teacher’s questions,
bolj zbrani in osredotočeni na naloge, ki so jih čakale. Sprva smo followed the sliders, gave the correct answer or pointed their
jih reševali skupaj, potem pa je delo potekalo individualno z finger at the computer screen where the answer to the question
vsakim posameznikom. Vzgojiteljici sva bili ves čas prisotni, saj was. They didn’t get tired of the rescue. We carried out activities
so bili otroci stari 3 leta in so potrebovali pomoč pri rokovanju z throughout the week. We also added their popular hero Marshall,
ikt orodjem. Pri reševanju kviza so poslušali vprašanja who appears in the Paw Patrol cartoon, to the quiz. He guided
vzgojiteljice, spremljali drsnike, podali pravilen odgovor ali s them through all the questions and further encouraged them to
prstom pokazali na računalniški ekran, kjer je bil odgovor na make the solution easier.
vprašanje. Reševanja se niso naveličali. Dejavnosti smo izvajali We were aware that ICT is part of the everyday environment
cel teden. V kviz smo dodali tudi njihovega priljubljenega junaka of preschool children, which makes sense to use in the
Marshalla, ki nastopa v risanki Tačke na patrulji. On jih je vodil educational process to teach them about its didactic value and
skozi vsa vprašanja in jih dodatno spodbudil, da je bilo reševanje take advantage of the popularity of electronic devices.
lažje.
Zavedali smo se, da je IKT del vsakdanjega okolja tudi KEYWORDS
predšolskih otrok, ki ga je smiselno uporabiti v učno-vzgojnem Learning through play, preschool period, ICT, collaboration
procesu in jih podučiti o njeni didaktični vrednosti in izkoristiti
priljubljenost elektronskih naprav.
1 UVOD
KLJUČNE BESEDE Sodobna tehnologija na vsakem koraku kroji naš vsakdan,
Učenje skozi igro, predšolsko obdobje, IKT, sodelovanje tako v naših službenih okoljih kot zasebnem življenju.
Posledično je tudi vsaka generacija naših najmlajših, ki jih vleče
ICT technology to diversify the educational work and direct the The article presents how, in a group of 3-year-olds, we used pri rokovanju s t. i. pametnimi napravami. Za uporabo moderne tehnologije so zelo motivirani, saj jih privlačijo številni ABSTRACT zgled staršev, starejših sorojencev, vzgojiteljev, vse bolj spretna
children to a new learning aid, which motivated and calmed them. multisenzorični dražljaji.
The children have already shown a lot of interest in using the
Digitalni mediji so kulturno orodje, ki močno vplivajo na naš
način razmišljanja. Delujejo kot okoljska spodbuda, ki oblikuje
našo možgansko strukturo. Preko računalnika otroci prejemajo
različne nasprotujoče iztočnice, ki vplivajo na njihovo vedenje in
posledično na razvoj njihovih možganov. Če digitalno
tehnologijo uporabljamo zmerno, le-ta otrokom zelo koristi.
Pozitivno vpliva na fizični, kognitivni in čustveni razvoj otroka
[1].
V kurikulumu za vrtce je navedeno, da se digitalna
tehnologija vedno bolj uporablja na različnih področjih in okoljih
(doma, v vrtcu…) in za različne namene (zabavo, učenje…).
Slika 2: Vprašanje o živalih
Predšolski otrok se dnevno srečuje z IK sredstvi (opazuje,
posluša odrasle, rokuje…), zato sem se kot vzgojiteljica odločila,
da otrokom ponudim različne možnosti in izzive (otroke učimo
uporabljati IK sredstva, jim približamo internet) in tako
ozaveščamo svoj odnos do nje [2].
2 POTEK DELA V SKUPINI
2.1 Uvodna motivacija
Z otroki smo se zbrali pred računalniškim zaslonom in si
preko Google Croma pogledali živali, ki živijo na travniku. Sami
so predlagali, katero žival naj poiščemo. Poiskali smo polža, Slika 3: Uganka
mravljo, pikapolonico, krta in metulja. Otroci so navdušeno
opazovali ekran in miško in ugotovili, da lahko na računalniku Po rešenih ugankah so otroci povedali, kje domuje čebela,
poiščemo vse, kar nas zanima. Tako smo odprli še YouTube mravlja in krt. Na koncu pa so se preizkusili še s kvizom. Vsem
kanal in predvajali pesmi o izbranih živalih. Izbire je bilo veliko. otrokom so bila vprašanja jasna in odgovori so bili pravilni.
Nekatere pesmi smo predvajali večkrat. Junak Marshall jim je bil posebno všeč (Slika 4). Motiviral je
tudi ostale, da so lažje sedeli na stolu in sledili celotnemu kvizu.
2.2 Glavni del dejavnosti- reševanje kviza Z vsakim dnem jim je šlo lažje. Postali so bolj samozavestni.
Tudi otroci, ki v prvih dneh niso bili dovolj aktivni, so postali
Osredotočili smo se na glavno dejavnost in začeli z
bolj sproščeni in so se lahko vključili med ostale otroke in
reševanjem kviza (slika 1). Sledila so vprašanja (slika 2): Klikni
sodelovali. Za njih je bilo to nekaj novega, neznanega. Učenje
na žival in poslušaj kako se imenuje, klikni na žival, ki ni
preko igre jih je navdušilo.
travniška, koliko travniških živali vidiš, katera žival prinaša
srečo, katera žival prideluje med, katera žival nosi vedno hiško s
seboj?
Za tem so sledile uganke (slika 3):
Ko je majhen, je buba, ko odraste, leti, na rožah poseda, poleti
živi?
Iz smrečja igel dom imajo, nič iger,- delo le poznajo?
V črni zemlji dan za dnem, rije varno vsem očem, če pokuka,
kje na plan, s kupčkom zemlje je izdan?
Slika 4: Otroci si ogledujejo Marshalla, ki nastopa v kvizu
3 ZAKLJUČEK
Projektno delo s kvizom spoznajmo živali na travniku, se je
izkazalo kot uspešen primer dobre prakse. Vsekakor je omenjeni
didaktični pristop popestril naše vzgojno delo. Otroci so se v
Slika 1: Reševanje kviza vrtcu prvič srečali z IKT-tehnologijo in vsekakor ne zadnjič.
Otroci so si s tem razširili splošno razgledanost, logično
mišljenje, ter krepili spomin. Vse to, jim lahko v prihodnje
pomaga in zmanjša ovire pri socialni interakciji. Tudi
najmlajšim tako zagotovimo vključitev v porajajočo se digitalno
pismenost in jim zagotovimo enake možnosti in zmanjšamo
razlike med njimi. Računalnik je močno motivacijsko sredstvo,
ki ne potrebuje posebnih stimulacij za delo. Otroci so videli, da
nam naprava ponuja veliko možnosti. Ob njej se lahko zabavamo,
sprostimo in kaj novega naučimo.
Slika 5: Igra spomin na koncu kviza
LITERATURA IN VIRI
[1] Gold J. 2015. Vzgoja v digitalni dobi. Ljubljana: Založba Didakta.
[2] Usar K., Jerše L. 2016. Smernice za vključevanje IKT v vrtcu. Ljubljana:
ZRSŠ.
E-branje in e-knjige: posebnosti in izzivi v šolski praksi
E-reading and E-books: Specifics and Challenges in School
Practice
Dr. Maja Šebjanič Oražem
Osnovna šola Puconci
Puconci 178
9201 Puconci
maja.sebjanic@gmail.com
pretvarjanja v glas, tj. izgovorjave. Gre za človeku specifično
POVZETEK dejavnost, ki nam ni dana, ampak se je (na)učimo. Da postane
V prispevku predstavljamo e-knjige in e-branje v šolski avtomatiziran proces, je potrebno (dovolj) vaje. Kot tako
praksi. Osredotočamo se na posebnosti in izzive, ki se porajajo predstavlja najučinkovitejše sredstvo usvajanja znanja. Učenje
pri njihovem vključevanju v pouk slovenščine. Povzemamo branja poteka stopenjsko (več o tem v [18]).
nekatere raziskave e-branja, njegove specifike in možnosti, ki jih Če se osredotočimo na namene prispevka, bomo v
nudi za bralno motivacijo pri današnjih šolajočih se generacijah, nadaljevanju s pojmom “branje” zajeli opredelitev, uveljavljeno 1 v slovenistični stroke. Ta branje razume kot temeljno dejavnost, ki so v digitalni svet vpete praktično na vseh korakih.
ki vodi k bralni pismenosti [5].
KLJUČNE BESEDE
1.2 Kratek pregled raziskav e-branja
E-knjiga, e-branje, pouk slovenščine, motivacija za branje,
digitalna generacija V slovenskem prostoru je relativno malo raziskav, ki bi se
osredotočale na raziskovanje razlik med “klasičnim” branjem, tj.
ABSTRACT branjem s papirja, in med “digitalnim” oz. e-branjem. Med
In this paper we present e-books and e-reading in school 2 je generacija Y raziskavami izstopa S. Pečjak [20], ki s sodelavko ugotavlja, da pri e-branju nekoliko hitrejša od branja s papirja,
practice. We focus on the specifics and challenges that arise,
kar pripisuje verjetnemu pogostemu pregledovanju družabnih
when we include them in Slovenian language lessons. We
omrežij, brskanju po spletu in branju informativnih vsebin, pri
summarize some research of e-reading, its specifics and the
čemer zaradi same narave tovrstnih besedil redkeje uporabljajo
possibilities, that e-books offer for reading motivation among
metakognitivne strategije in torej manj preverjajo svoje
today's school-age generations, who are embedded in the digital
razumevanje med samim branjem. Posledično lahko z
world at practically every step.
računalnika berejo hitreje kot s papirja, vendar manj natančno in
KEYWORDS več časa za naloge bralnega razumevanja in odgovarjanjem na imajo zato več težav s ponovnim iskanjem informacij, porabijo
E-book, e-reading, Slovene language lesson, reading vprašanja. Glede razumevanja prebranega pa med tistimi, ki so
motivation, digital generation brali s papirja, in tistimi, ki so brali na zaslonu, ni pomembnih
razlik [20].
1 Za primerjavo z rezultati slovenske raziskave naj navedemo BRANJE IN E-BRANJE: PODOBNOSTI IN
RAZLIKE Mangen [4]. Ugotovili so, da so učenci, ki so brali besedila s še primer raziskave na Norveškem, ki jo je s sodelavci izvedla E.
1.1 papirja, dosegli boljše rezultate pri nalogah bralnega Opredelitev (e-)branja
razumevanja od tistih, ki so brali besedila na zaslonih. V tem
Pri strokovnih (in znanstvenih) razpravah o (e-)branju je segmentu se raziskavi med seboj razlikujeta.
vedno potrebno vzeti v obzir čas in s tem družbene okoliščine, A. Kepic Mohar [1] pa ugotavlja, da je proces pridobivanja
znotraj katerih se pogovarjamo o branju. Prav tako je potrebno znanja in s tem celotnega razvoja posameznika, za katerega je v
jasno definirati, o katerem segmentu branja oz. stopnji razvoja preteklosti veljalo, da potekalo (s knjigami in) z branjem,
bralne zmožnosti razpravljamo. dandanes le še pot do pragmatičnega cilja, torej orodje za lažji
Če se dotaknemo opredelitve branja, gre za proces vstop na trg delovne sile. Novi digitalni mediji, ki praktično
dekodiranja/prepoznavanja zapisanih črk in njihovega vsakodnevno vstopajo v vse sfere našega življenja, vplivajo in
1 2 V prispevku se bomo osredotočili na branje digitalnega bralnega gradiva in Tudi t. i. digitalna generacija, ki je odraščala v drugačnih okoliščinah in je
ga mestoma primerjali s (klasičnim) tiskanim. Stroka pa poleg teh dveh med vrste bolj vajena branja z računalniškega zaslona, zato ima tudi najbrž temu primerno
bralnih gradiv uvršča še zvočne in interaktivne (za več glej razvojni projekt Bralna razvite bralne strategije [20]. pismenost in razvoj slovenščine – OBJEM (Ozaveščanje, Branje, Jezik, Evalvacije,
Modeli), ki je potekal pod okriljem Zavoda Republike Slovenije za šolstvo).
spreminjajo oblike sporazumevanja/komunikacije, jezik, ki ga knjige, ki v zadnjih letih (zlasti po epidemiji covida) vedno bolj
pri tem uporabljamo, značilnosti pisanja in podobno, nenazadnje prodirajo v vsakdanje življenje in šolsko prakso, zato je prav, da
pa tudi naše zmožnosti sprejemanja besedil različnih vrst, kamor nekaj mesta namenimo tudi razmejitvi teh dveh pojmovanj.
spada branje.
2.1 Opredelitev e-knjige
1.3 Posebnosti branja elektronskih besedil Slovar slovenskega knjižnega jezika (dostopen na fran.si v
Digitalizacija je spremenila naš vsakdan in močno posegla nadaljevanju SSKJ) opredeljuje e-knjigo oz. elektronsko knjigo
tudi v šolstvo. Ne le da je omogočila hiter dostop do velike kot knjigo v elektronski obliki, namenjeno zlasti za branje na e-
količine informacij, spremenila je tudi naš način razmišljanja ter bralniku ali drugih elektronskih napravah. Kot sopomenko e-
branja in posledično učenja, če ostajamo na predpostavki, da je knjigi najdemo tudi pojem digitalna knjiga (prim. [24]). Tukaj
branje (še vedno) najučinkovitejši način usvajanja znanja, čeprav najdemo še nekoliko obširnejšo opredelitev, saj gre za
se učenci več ne učijo samo s papirja, ampak tudi z zaslona.3 enciklopedičen članek, in sicer da je to knjižna publikacija,
Da bi lahko razumeli posebnosti branja elektronskih besedil izdana v digitalni obliki. Lahko je izdana samostojno ali kot
in jih upoštevali v svoji praksi, je potrebno poznati značilnosti različica tiskane knjige. Namesto v fizični obliki do nje
digitalnih virov. Ti imajo dve temeljni značilnosti: dostopamo s pomočjo računalniške naprave in se izpisuje na
zaslonu (za primerjavo glej [6]).
(1) nematerialnost oz. neoprijemljivost in
E-knjiga je torej prvenstveno namenjena branju (in
(2) večzaznavno naravo interakcij.
posledično v šolski praksi bralnemu razumevanju).
Učenec torej pri uporabi digitalnih virov nima konkretnih oz.
oprijemljivih predmetov za manipulacijo (prijemanje, 2.2 Opredelitev zvočne knjige premikanje …), poleg tega pa je v digitalnem okolju prekinjena
prostorsko-časovna povezanost med aktivnostjo učenca in V SSKJ ne najdemo zadetka pod iztočnico “zvočna”, ko
njegovim želimo najti definicijo zvočne knjige, prav tako ne pod iztočnico zaznavanjem. Digitalna/elektronska besedila
zmanjšujejo eno ključnih navigacijskih sposobnosti bralca, tj. “knjiga”. Ponujena nam je razlaga pod iztočnico “avdioknjiga”
nadzor nad branjem, ki je ena od osrednjih regulacijskih in je v SSKJ opredeljena kot “obsežnejše literarno besedilo, ki je
sposobnosti [19]. posneto na nosilec zvoka, navadno na CD-ploščo”. Nadalje jo
A. Kepic Mohar [1] (po Kovač in van der Well 2018) najdemo še pod iztočnico “zvočnica”, ki jo SSKJ opredeljuje kot:
povzema tri načine branja, ki so posledica digitalizacije in ki so (1) “zvočni posnetek zlasti literarnega besedila, ki ga
povezani z dolžino besedil ter medijem, na katerem beremo: navadno berejo profesionalni bralci, igralci” oz. kot
(1) (2) “knjig[o] za otroke, ki omogoča zaznavanje branje s preletom (angl. skimming );
(2) predstavljene vsebine (tudi) s sluhom”. vživeto branje (angl. immersive/absorbed reading ), ki
poteka pri branju žanrskega leposlovja; Iz slovarskega sestavka izvemo še, da je pojem “zvočnica”
(3) nastal iz “zvočne knjige” po zgledu angleškega izraza “audio poglobljeno/globoko branje (angl. in-depth/deep reading book” in da se zanj uporabljata še sinonimna pojma ), ki pa je kognitivno zahtevnejše oz. študijsko 5 branje in vključuje predznanje.
4 “avdioknjiga” in “zvočna knjiga”.
Da je e-branje drugačno od branja s papirja, je pokazala tudi Zvočna knjiga/zvočnica je torej knjiga, namenjena poslušanju
mednarodna raziskava (posledično v šolski praksi imenovanemu slušnemu Spretnosti odraslih (PIAAC), kakor
povzema njene rezultate P. Javrh [15]. Že sama narava razumevanju).
elektronskih besedil narekuje “drugačno” branje, je potrdila
raziskava. Poleg tega pa je za učinkovito obdelavo informacij v 2.3 Kaj pa (e-)bralnik?
digitalnem okolju predpogoj dobro usvojena bralna E-bralnik (pogosto tudi elektronski papir ali e-papir) je
tehnika/veščina. Ta je namreč potrebna, da lahko pri e-branju in naprava, zelo podobna tabličnemu računalniku, namenjena
obdelavi e-gradiv stečejo zahtevnejši kognitivni procesi. branju e-knjig. Zanj je značilen zaslon e-ink oz. zaslon s črnilom.
“Zaslon s črnilom je vrsta zaslonske tehnologije, ki natančno
posnema videz knjige. E-ink zaslon je tudi zelo varčen in manj
2 E-KNJIGA IN ZVOČNA KNJIGA: ISTA obremenjuje oči.” [10] (več o tem tudi [11])
STVAR, RAZLIČNO POIMENOVANJE?
V šolski praksi se pogosto dogaja, da se uporabljata dva 3 APLIKACIJE, NAMENJENE BRANJU E-
različna izraza za isto stvar, kar vnaša marsikatero zmedo in
nejasnost. Tudi kar zadeva e-branje (ali elektronsko branje), ki se KNJIG
odvija v e-knjigah (ali elektronskih izdajah knjig), se dogajajo V nadaljevanju navajamo pregled aplikacij, namenjenih
(napačne) interference z drugim pojmom. Gre za t. i. zvočne branju e-knjig. Pri tem se osredotočamo na e-knjige v
3 Za lažje razumevanje posebnosti e-branja (tudi digitalnega branja, kakor se rezultate raziskav, ki so pokazale, da „digitalne” generacije nimajo odpora do branja
pogosto imenuje v slovenistični stroki, primer [2]), na kratko po S. Pečjak [19] z zaslona, a lažje razumejo slišano/prebrano in prikličejo bistvo prebranega, če
povzemamo nekaj značilnosti generacij, ki so v času nastajanja prispevka vključene poslušajo oz. preberejo na papirju kot v e-obliki. v sistem formalnega izobraževanja. Gre za dve generaciji, in sicer za (1) generacijo 4 Na podlagi nove informacije si širimo besedni zaklad in s kognitivnimi Z (rojeni v letih 1995–2010), imenovano tudi digitalni pionirji, in (2) generacijo procesi gradimo znanje [1] (po Kovač in van der Well 2018).
alfa (rojeni po letu 2010), ki jo imenujejo tudi digitalni domorodci. »Za obe 5 Za več glej [12]. generaciji je značilno, da sta v svojem življenju doživeli največ družbenih
sprememb od vseh generacij pred njima, najbolj pa ju je zaznamovala digitalizacija
življenj, tj. povsod navzoča prisotnost tehnologije« (62) Nadalje avtorica povzema
slovenskem jeziku, saj želimo osvetliti priložnosti in ovire pri zmožnost literarnega branja kot specifično podvrsto
njihovi uporabi pri pouku slovenščine 6 (kot prvega oz. sporazumevalne zmožnosti ter se usposabljajo za branje in
maternega jezika): interpretacijo literarnih besedil [22] (7).
Eden od gradnikov bralne pismenosti je motiviranost za
(1) KOBI je aplikacija, namenjena začetnemu branju, tj.
branje, ki zajema interes za branje, pozitiven odnos do branja
učenju in treningu branja (bralne tehnike). Uporaba
različnih vrst besedil (za različne namene, in sicer branje za
aplikacije je brezplačna. Ker je namenjena učenju branja
znanje in branje leposlovja oz. razvojanje bralne kulture) ter
in je torej primerna za prvo triletje osnovne šole, je
izbiranje tiskanih in drugih informacijskih virov glede na namen
podrobneje ne bomo obravnavali.
branja v povezavi z uporabo različnih lokacij bralnih virov. Drug
(2) Biblos, spletna platforma, je prva slovenska e-knjižnica
(za naš prispevek relevanten) gradnik je še tekoče branje, ki med
(in e-knjigarna), nastala leta 2013 pod okriljem
drugim zajema tehniko branja (in njeno prilagajanje zahtevam
Beletrine, zavoda za za založniško dejavnost, in s
besedila).
sodelovanjem mreže slovenskih knjižnic ter inštitutom
IZUM, skrbnikom sistema COBISS [13]. Prvenstveno je 3.1.2 Zbirka e-knjig v slovenščini
bila namenjena izposoji e-knjig, kasneje tudi njihovemu Razpoložljiva baza e-knjig v slovenskem jeziku zajema zlasti
nakupu. Za uporabnike, člane splošnih knjižnic, je bila 8 literarna/umetnostna besedila, kot je razvidno s Slike 1 in ki jih
izposoja brezplačna. S 1. 6. 2024 jo je za člane splošnih obravnavamo pri pouku književnosti. Ker gre za branje literarnih
knjižnic nadomestila platforma COBISS Ela (več o njej besedil, to vrsto branja v slovenistični stroke imenujemo
v nadaljevanju). Beletrina ima od takrat naprej novo literarno branje9 (prim. [5, 3]).
platformo, Beletrina Digital, ki ob plačilu naročnine
nudi izposojo in nakup e-knjig, zvočnih knjig, filmov,
podkastov in prispevkov.
(3) sBiblos je Beletrinina spletna platforma, namenjena
izposoji knjig za učence zadnjega triletja osnovne šole in
srednješolce. Uporaba je zanje brezplačna, prijava je
mogoča z AAI računom.
(4) Mladinska knjiga PLUS je aplikacija založbe Mladinska
knjiga, ki ob plačilu izbranega paketa nudi različne
digitalne vsebine (e-knjige, zvočnice, animirane
pravljice in podkaste ter drugo, glede na izbran paket).
(5) COBISS Ela je platforma, ki nudi članom splošnih
knjižnic ob namestitvi ustrezne programske opreme
izposojo e-knjig.
3.1 Za šolsko prakso uporabne aplikacije
Pregled aplikacij za e-branje, ki so uporabne v šolski praksi, Slika 1: Tipologija e-knjig v COBISS Eli (zajem zaslona)
bomo naredili na podlagi temeljnih ciljev pouka književnosti, ki
jih opredeljuje učni načrt za osnovno šolo v zadnjem triletju (7.– Tudi baza e-knjig, ki so brezplačno na voljo za učence in
9. razred) in učni načrt za gimnazijo.7 Kot podlago smo vzeli še dijake v platformi sBiblos zajema literarna besedila, kot je
gradnike bralne pismenosti projekta OBJEM [8], ki se nanašajo razvidno s Slike 2.
na branje in bralno motivacijo.
3.1.1 Cilji pouka slovenščine (kot prvega oz. maternega
jezika)
Naj na kratko zaradi lažjega razumevanja in za argumentacijo
izbora povzamemo temeljne cilje pouka slovenščine, ki se
nanašajo (tudi) na (motivacijo za) branje.
Učenci in dijaki pri pouku slovenščine razvijajo
sporazumevalno zmožnost v slovenskem (knjižnem) jeziku, torej
zmožnost kritičnega sprejemanja (in tvorjenja) besedil različnih
vrst. Branje (zlasti v okviru pouka književnosti) prepoznavajo
kot užitek, prijetno doživetje in intelektualni izziv. “Pri
razvijanju sporazumevalne zmožnosti ob dejavnem stiku z
neumetnostnimi in umetnostnimi besedili z uporabo digitalne
tehnologije varno, ustvarjalno in kritično pridobivajo ter Slika 2: Tipologija e-knjig v sBiblosu (zajem zaslona)
uporabljajo podatke/informacije.” [21] (7) V gimnaziji razvijajo
6 8 Osredotočili se bomo na pouk slovenščine od 6. do 9. razreda osnovne šole in Podatke sicer navajamo za platformo COBISS Ela, vendar podobno velja tudi
pouk slovenščine v srednješolskem izobraževanju. za Biblos v začetku leta 2017 [13]: razmerje gre v prid leposlovja, in sicer je
7 Na ostale programe srednješolskega izobraževanja se nismo posebej predstavljajo 71 % vseh razpoložljivih e-knjig, strokovna literatura pa 29 %.
osredotočali, saj gre v večini za nadaljevanje in manjšo nadgradnjo osnovnošolskih 9 V stroki pojmujemo literarno branje kot najbolj kompleksno branje, ki nudi ciljev. največ možnosti oblikovanja vsestranskega bralca [5, 3].
E-knjige v slovenskem jeziku najdemo tudi na slovenskem 3.2.3 Čemu v šolsko prakso vključiti e-knjige?
Wikiviru [23] (in drugih spletnih mestih), kjer so digitalizirana Nanizali bomo zgolj nekaj argumentov, zakaj v šolsko prakso
dela slovenskih avtorjev različnih obdobij slovenske književnosti (občasno) vključiti e-knjige.
(prim. [14, 25]). Ker gre za postavitev literranih besedil na splet, Prvič se nam zdi takšen način zelo pragmatičen, saj
do katerih ne dostopamo preko aplikacije, jih v našem prispevku potrebujemo malo opreme, zadostuje že kakšen (pametni) telefon
ne bomo podrobneje obravnavali. ali tablični računalnik in lahko manjša skupina (predlagamo do
4) učencev/dijakov bere skupaj eno e-knjigo. Na ta način
3.2 Možnost uporabe izbranih aplikacij pri pokrijemo tako sodelovalno učenje, razvijanje digitalnih
pouku kompetenc učencev in še hkrati jih motiviramo za branje ter
Pri predstavitvi možnosti uporabe aplikacij za branje e-knjig pogovarjanje o prebranem (izmenjavo mnenj, različnih
smo se odločili za vključitev tistih, ki nudijo brezplačno uporabo interpretacij prebranega, razjasnjevanje manj jasnih mest ipd.).
za učence in dijake, saj na ta način omogočimo vsem učencem Na ta način lahko pokrijemo tudi skupno daljše branje izbranih
enake možnosti dostopa. To sta dve, in sicer COBISS Ela in literarnih del po delih z učencem zanimivo/privlačno tematiko.
sBiblos. Podoben način dela lahko uporabimo tudi za (obvezno)
domače branje, ki nemalokrat učencev ne pritegne in se ga
3.2.1 COBISS Ela izogibajo ali pa površno preberejo (pogosto zgolj obnove na
Platforma COBISS Ela na spletni strani [7] nudi pregledna spletu). Digitalno tehnologijo lahko v tem primeru uporabimo
navodila, katere naprave in aplikacije za branje podpirajo tudi za refleksijo o prebranem in analizo prebranega, in sicer v
izposojo in branje e-knjig. Kot prednost platforme gre izpostaviti, obliki e-dnevnika, lastne e-knjige, e-diagrama ali e-table. Ob tem
da lahko e-knjige beremo na mobilnih napravah, ki temeljijo na je potrebno učencem le še dati nekaj usmeritev/navodil, kako se
Androidu in tudi na sistemu iOS. Zraven je navedeno tudi ime lotiti dela.
aplikacije, ki si jo je potrebno namestiti. Navodilom so dodani Vključevanje e-knjig v šolsko prakso pa se vidimo kot
tudi e-vodiči za posamezne korake. koristno tudi za možnost večjega poudarka na lastni izbiri
E-knjige lahko beremo tudi na osebnih računalnikih ter literarnega dela v obliki e-knjige za branje, saj lahko učenec
bralnikih e-knjig in bralnikih inkBOOK. Preprost je tudi način zlahka dostopa do druge e-knjige, če ga tematika ene ne pritegne.
iskanja želene e-knjige, saj je brskalnik enak iskalniku tiskanih To zagotovo deluje zelo motivacijsko pri današnjih generacijah,
knjig v knjižnicah. To je zagotovo velika prednost, saj ni ki so vešče dela z digitalnimi viri.
potrebnega “novega učenja” iskanja želene e-knjige.
V bazi e-knjig najdemo večino sodobnih slovenskih SKLEP
nagovarjajo z njim aktualnimi vsebinami/temami. E-knjigo si negativnega, vendar je potrebno pristopiti v smeri iskanja lahko izposodimo na dveh različnih napravah, na voljo pa nam je priložnosti in pozitivnih vidikov. Šole in učiteljev računalniki (in mladinskih romanov, ki najbolj motivirajo mlade bralce, saj jih Digitalizacija v šolstvu je pogosto videna kot nekaj
21 dni od dneva izposoje. Naenkrat si lahko uporabnik izposodi naraščajoča uporaba umetne ingteligence) ne bodo mogli
5 e-knjig. To je lahko uporabno za učence, saj lahko e-knjige nadomestiti, lahko pa učitelji tehnologijo izkoristimo sebi in
berejo na dveh različnih napravah, na eni npr. v šoli in na eni namenom pouka v prid. Glede na to, da so naši učenci in dijaki
doma. Prav tako lahko hkrati berejo več različnih knjig, jih med “digitalin pionirji” in “digitalin domorodci”, je potrebno
seboj primerjajo (iščejo podobnosti in razlike, analizirajo didaktične pristope prilagajati njim in značilnostim njihovega
posamezne motive ipd.). učenja. S tem vsekakor ne mislimo na popolno opustitev
3.2.2 sBiblos “tradicionalnih” pristopov in načinov dela, ampak tehnologijo
Beletrinin sBiblos prav tako deluje na mobilnih napravah z izkoristiti za motivacijo tistih področij/dejavnosti, ki jih
operacijskima sistemoma Android in iOS. Na spletni strani [9] zaznavamo kot šibkejše oz. manj učinkovite.
so podrobna navodila, kako po korakih namestiti potrebne V prispevku smo v skladu s tem namenom želeli prikazati,
aplikacije za dostop do e-knjig. Zelo uporabni so tudi e-vodiči in kako en segment pri pouku slovenščine, tj. motivacija za branje
slikovno gradivo, ki pomaga pri nameščanju in uporabi bralnika. (morda tudi domače ali vsaj skupno dolgo branje v razredu)
E-knjige lahko uporabniki berejo na osebnih računalnikih, skušati razvijati skladno z značilnostmi šolajočih generacij, da bo
mobilnih napravah in e-bralnikih. čim učinkoviteje in da bodo uspeli uresničiti (vsaj del) ciljev
Do storitev sBiblos lahko učenci dostopajo z AAI pouka.
uporabniškimi podatki, v kolikor ima šola urejen dostop do
storitve Moja Knjižnica in podpisano pogodbo o obdelavi VIRI IN LITERATURA
osebnih podatkov z IZUM-om. [1] Alenka Kepic Mohar. 2021. Nevidna moč knjig: branje in učenje v
V zbirki e-knjig najdemo večino literarnih del, ki se digitalni dobi. Zbirka Bralna znamenja. Cankarjeva založba, Ljubljana.
[2] Alenka Žbogar. 2022. Branje kot potovanje. Branje v slovenskem jeziku,
obravnavajo v šoli in tudi novejša dela z učencem in dijakom literaturi in kulturi. 58. seminar slovenskega jezika, literature in kulture.
privlačnimi temami. Tudi sBiblosovi zbirki pedstavljajo navečji Založba Univerze v Ljubljani, Ljubljana. 5–6. DOI:
https://doi.org/10.4312/SSJLK.58.2386-058X.
del literarnega opusa romani in kratka proza. Učenci in dijaki si [3] Alojzija Zupan Sosič. 2014. Literarno branje. Jezik in slovstvo 59, 4. 47–
lahko naenkrat izposodijo 3 e-knjige, na mesec 10 e-knjig, vsaka 65.
knjiga pa jim je na voljo 30 dni od dneva izposoje. V primerjavi [4] Anne Mangen idr. 2013. Reading linear texts on paper versus computer
screen: Effects on reading comprehension. International Journal od
s COBISS Elo je čas izposoje e-knjig uporabnikom prijaznejši, Educational Research 58. 61–68. DOI:
je pa na voljo manj hkrati izposojenih knjig. https://doi.org/10.1016/j.ijer.2012.12.002.
[5] Boža Krakar Vogel. 2020. Didaktika književnosti pri pouku slovenščine.
Zbirka Učiteljeva orodja. Založba Rokus Klett, Ljubljana.
[6] Britannica: e-book. DOI: https://www.britannica.com/technology/e-book.
[7] COBISS Ela. DOI: https://www.cobiss.si/bralci/ela/#2.
[8] Gradniki bralne pismenosti: teoretična izhodišča. 2020. Univerzitetna
založba Univerze v Mariboru, Maribor. DOI:
https://press.um.si/index.php/ump/catalog/book/515.
[9] Kako deluje sBiblos? DOI: https://www.sbiblos.si/kako-deluje.
[10] Kindle ali Kobo? Kateri e-bralnik izbrati? DOI: https://racunalniske-
novice.com/e-bralniki-amazon-kindle-e-bralniki-kobo-e-knjige/.
[11] Marjan Kodelja. 2023. Zakaj in kako izbrati e-bralnik? DOI:
https://vsebovredu.triglav.si/tehnologija/zakaj-in-kako-izbrati-e-bralnik.
[12] Marjan Povše. 2022. Zvočne knjige v slovenskem jeziku. DOI:
https://blog.cobiss.si/2022/07/04/zvocne-knjige-v-slovenskem-jeziku/.
[13] Matic Razpet. 2017. Biblos. E-gradiva kot bližnjica do uspeha? E-zbornik
Bralnega društva Slovenije od 12. strokovnem posvetovanju 8. septembra
2017. Bralno društvo Slovenije, Ljubljana. 71–76. DOI:
https://www.bralno-drustvo.si/wp-content/uploads/2013/06/E-
GRADIVA_KOT_BLIZNJICA_DO_USPEHA_BDS20171.pdf.
[14] Miran Hladnik. 2009. Za elektronsko knjigo. Šolska knjižnica 19, 2–3.
126–133. DOI: https://lit.ijs.si/zaeknjigo.html.
[15] Petra Javrh. 2017. V digitalnem svetu beremo drugače. E-gradiva kot
bližnjica do uspeha? E-zbornik Bralnega društva Slovenije od 12.
strokovnem posvetovanju 8. septembra 2017. Bralno društvo Slovenije,
Ljubljana. 43–48. DOI: https://www.bralno-drustvo.si/wp-
content/uploads/2013/06/E-
GRADIVA_KOT_BLIZNJICA_DO_USPEHA_BDS20171.pdf.
[16] Simona Tancig. 2016. Od Prousta do Twitterja – nevroedukacijske
raziskave bralne pismenosti v digitalni dobi. Bralna pismenost kot izziv in
odgovornost. Pedagoška fakulteta Univerze v Ljubljani, Ljubljana, 9–26.
DOI: https://www.pef.uni-lj.si/wp-content/uploads/2022/07/Bralna-
pismenost_Posvet-PeF-2016.pdf.
[17] Slovar slovenskega knjižnega jezika. DOI: https://fran.si/.
[18] Sonja Pečjak in Ana Gradišar. 2002. Bralne učne strategije. Zavod
Republike Slovenije za šolstvo, Ljubljana.
[19] Sonja Pečjak. 2022. Psihološka perspektiva učinkov digitalizacije na
procese branja in učenja pri ljudeh. Branje v slovenskem jeziku, literaturi
in kulturi. 58. seminar slovenskega jezika, literature in kulture. Založba
Univerze v Ljubljani, Ljubljana. 61–68. DOI:
https://doi.org/10.4312/SSJLK.58.2386-058X.
[20] Tjaša Pucko in Sonja Pečjak. 2016. Primerjava učinkovitosti e-branja in
branja s papirja pri učencih v srednji šoli. Pedagoška obzorja 31, 3–4, 55–
69. DOI: https://www.dlib.si/listalnik/URN_NBN_SI_doc-
4Q2O9TK8/index.html.
[21] Učni načrt. Program osnovna šola. Slovenščina. 2011. Ministrstvo za
šolstvo in šport, Zavod Republike Slovenije za šolstvo, Ljubljana. DOI:
https://www.gov.si/assets/ministrstva/MVI/Dokumenti/Osnovna-
sola/Ucni-nacrti/obvezni/UN_slovenscina.pdf.
[22] Učni načrt. Slovenščina. Gimnazija: splošna, klasična, strokovna
gimnazija. 2008. Ministrstvo za šolstvo in šport, Zavod Republike
Slovenije za šolstvo, Ljubljana. DOI:
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[23] Wikivir. DOI: https://sl.wikisource.org/wiki/Glavna_stran.
[24] Wikipedija, prosta enciklopedija: elektronska knjiga. DOI:
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[25] Zbirka slovenskih leposlovnih besedil. DOI: https://lit.ijs.si/leposl.html.
Umetnointeligenčna pismenost in šolske knjižnice
Artificial Inteligence Literacy and School Libraries
Gregor Škrlj
Narodna in univerzitetna knjižnica
Ljubljana, Slovenija
gregor.skrlj@nuk.uni-lj.si
dele družbe, hkrati pa je poskočila tudi uporaba različnih orodij,
POVZETEK ki so narejena s pomočjo UI. Izjema niso niti knjižnice, šole in
V prispevku je podana razlaga termina umetnointeligenčna šolske knjižnice.
pismenost, predstavljen je vidik uporabnosti umetne inteligence Šolski knjižničarji doma in po svetu se vse bolj izobražujejo
v šolskih knjižnicah doma in po svetu. na to temo ter uporabljajo različna orodja in pripravljajo navodila,
Ob nastanku ter hitrem razvoju umetne inteligence je smernice in načrte za izobraževanje svojih uporabnikov
pomembno, da se tudi v šolskih knjižnicah o tej temi govori, se (različnih deležnikov).
uči ter uporablja pravilno in etično. Šolske knjižnice imajo tudi Narodna in univerzitetna knjižnica (dalje NUK) je nacionalna
izobraževalno vlogo na tem področju, saj so že do sedaj skrbele knjižnica Republike Slovenije, katere temeljno poslanstvo je
za ustrezne vire in literaturo ter izobraževanje svojih zbiranje in varovanje ter zagotavljanje uporabe nacionalne zbirke
uporabnikov. knjižničnega gradiva, strokovna podpora knjižnicam pri
Zelo hitro je z izobraževanji na področju nove pismenosti izvajanju javne službe in nacionalnemu bibliografskemu sistemu
pričela tudi Narodna in univerzitetna knjižnica, ki je pripravila ter vključevanje v mednarodne knjižnične povezave [1]. Skladno
izobraževanja ter soorganizirala konference na temo umetne z zakonodajo izvaja knjižnično dejavnost kot javno službo [2] in
inteligence. skrbi za dediščino ter sodeluje v nacionalnem vzajemnem
bibliografskem sistemu, opravlja pa tudi druge dejavnosti in
KLJUČNE BESEDE naloge. Med drugim je za knjižničarsko stroko izjemno pomembna Umetna inteligenca, knjižnice, šolske knjižnice, izobraževalna dejavnost, za katero v NUK skrbi Oddelek za umetnointeligenčna pismenost, Narodna in univerzitetna izobraževanje, razvoj in svetovanje. Izobraževalne vsebine so knjižnica razdeljene po različnih sklopih, med katerimi so vključene tudi
ABSTRACT izobraževanje je za vsakega posameznika nepogrešljivo ter vsebine o umetni inteligenci in posameznih aplikacijah. Stalno
The paper explains the term AI literacy, and presents an pomembno, česar se NUK zaveda in temu vsako leto posveča
aspect of the use of AI in school libraries at home and abroad. veliko pozornosti. [3]
With the emergence and rapid development of AI, it is V NUK smo izvajali izobraževanja (Uporaba orodij umetne
important that it is also discussed, taught and used in school inteligence v knjižnicah) ter soorganizirali konference na temo
libraries in a correct and ethical way. School libraries also have umetne inteligence (Artificial Intelligence and the Future of
an educational role to play in this area, as they have already been Digital Preservation), katerih so se udeležili tudi šolski
providing relevant resources and literature and educating their knjižničarji. users.
The National and University Library has been very quick to
take up the new literacy education agenda, providing training and 2 ŠOLSKE KNJIŽNICE IN UMETNA
co-organising conferences on artificial intelligence. INTELIGENCA
KEYWORDS Šolsko knjižnico v Sloveniji opredeljuje Zakon o organizaciji
in financiranju vzgoje in izobraževanja (2007), v 68. členu je
Artificial Intelligence, libraries, school libraries, Artificial zapisano, da ima šola knjižnico, v kateri se zbira, strokovno
Intelligence Literacy, National and University Library obdeluje, hrani, predstavlja in izposoja knjižnično gradivo ter ki
opravlja informacijsko-dokumentacijsko delo kot sestavino
1 vzgojno-izobraževalnega dela v šoli. Del naše šolske knjižnice je UVOD
tudi učbeniški sklad. [4]
Razvoj digitalne tehnologije je spodbudil globalizacijo in Šolske knjižnice že dolgo predstavljajo vir informacij in
modernizacijo življenja ter ustvarja vedno bolj medsebojno znanja za svoje deležnike (učence, dijake, učitelje in profesorje).
povezan svet. V letih po epidemiji (2020) so se pojavile mnoge Poleg ustaljenih knjižničnih storitev (izposoja knjig, dostop do
prosto dostopne oblike umetne inteligence (dalje UI), ki se strokovne literature in organizacija različnih dejavnosti), šolski
pospešeno razvijajo ter razširjajo in prodirajo v vse sisteme ter knjižničarji spodbujajo razvoj kritičnega mišljenja in
informacijskih spretnosti. Z nenehnim napredkom tehnologije in Osebe, ki so umetnointeligenčno pismene, razumejo temeljne
digitalizacije se vloga šolskih knjižnic hitro spreminja in koncepte UI, kot so strojno učenje, obdelava naravnega jezika in
prilagaja novim izzivom ter potrebam. Z razvojem ter nevronske mreže. Da bi svoje deležnike uporabnike opremili s
prisotnostjo UI orodji se je potrebno prilagoditi tudi tem potrebnimi veščinami za krmarjenje po tem zapletenem področju,
novostim. morajo knjižnice prednostno razvijati vire za usposabljanje, ki
Eden od najpomembnejših tehnoloških trendov, ki že danes posameznikom omogočajo natančno preverjanje informacij v
vpliva na šolske knjižnice (predvsem v ZDA), je UI, saj tudi že zvezi z aplikacijami UI. [6]
spreminja način, kako se zbira, obdeluje in uporablja informacije. Šolske knjižnice, poleg osnovnih knjižničnih dejavnosti,
V šolskih knjižnicah po ZDA se UI uporablja za izboljšanje izvajajo tudi različne učne oblike (medpredmetne povezave,
iskalnih algoritmov, personalizacijo priporočilnih seznamov pouk knjižnično-informacijskega znanja, interesne dejavnosti,
gradiv, avtomatizacijo administrativnih nalog in celo za pomoč izbirne predmete in mnoge druge dejavnosti), ki so predpisane,
pri učenju, kar so različni avtorji opisali v svojih prispevkih (An ter tako lahko svojim uporabnikom ponudijo še tisto nekaj več.
AI Toolbox for Librarians; ChatGPT and Generative Artificial [7]
Intelligence in drugi). Napredni sistemi UI omogočajo učencem Šolske knjižnice, kot središča znanja in informacij, so idealne
lažji dostop do informacij in prilagojene učne izkušnje, hkrati pa ustanove za spodbujanje učenja o UI. V ZDA je bilo veliko
šolskim knjižničarjem omogočajo učinkovitejše delo, tudi primerov predstavljenih na različnih konferencah, seminarjih in
upravljanje knjižničnih virov. Mnogo prispevkov je dostopnih drugih dogodkih. Več zanimivih primerov je bilo omenjenih na
tudi na portalu Knjižničarske novice, kjer se za lažje iskanje spletni konferenci Teaching and Learning with AI, kjer so
uporabljajo ključniki: #umetnainteligenca, predavatelji med drugim izpostavili ter predstavili primere dobih
#umetnointeligenčnapismenost, in #digitalnapismenost. praks. Spregovorili so o primerih uporabe UI: kako so ustvarili
Izobraževanje o umetni inteligenci v šolskih knjižnicah ne tutorja s pomočjo UI, klepetalnega robota za pomoč v knjižnici
samo da pripravi učence na tehnološko prihodnost, ampak tudi ter se učili uporabljati različne programe. [8]
spodbuja inovacije, povečuje različne pismenosti (digitalno, Šolski knjižničarji v ZDA uporabljajo UI za pripravo
bralno, medijsko …) in zagotavlja, da bodo mladi opremljeni z različnih navodil, plakatov, oznak za knjižnično gradivo, za
znanji in veščinami, potrebnimi za uspeh v sodobni družbi. Ob izdelavo bralnih seznamov, pisanje zgodb, izdelavo nalog in
vsem tem pa je potrebno razmisliti tudi o umetnointeligenčni različnih didaktičnih iger ter še mnogo drugega. Med drugim
pismenosti ter kritičnem mišljenju. uporabljajo aplikacije kot so: Canva, Claude, Gemini, Bard,
Midjourney, Dall-E, Copilot, Perplexity, Ideogram in druge.
2.1 Umetnointeligenčna pismenost Ameriške šolske knjižničarke so mnogo svojih primerov
Terminološka sekcija Inštituta za slovenski jezik Frana opisale tudi v spletnem podkastu Leading from the Library, kjer
Ramovša - Znanstvenoraziskovalni center Slovenske akademije so omenile klepetalne robote, pomen podatkov in virov ter
znanosti in umetnosti je predlagala, da se za prevod Artificial upoštevanje avtorskih pravic. [9]
Intelligence Literacy uporabi pridevnik umetnointeligenčni, ki je Precej primerov uporabe UI so uredniki zbrali v publikaciji z
jezikovno sistemsko ustrezen in je že del terminov, kot so npr. naslovom 101 creative ideas to use AI in education, A
umetnointeligenčni sistem, umetnointeligenčna slikovna crowdsourced collection, kjer ponujajo zbrane zamisli za prenos
analitika. S pridevnikom v levem prilastku (umetnointeligenčni) v prakso ob kritičnih in ustvarjalnih možnostih ter omejitvami
ustrezno določimo samostalniško jedro (pismenost). Tako uporabe UI pri učenju, poučevanju, podpori učencem pri učenju
govorimo o umetnointeligenčni pismenosti. [5] in drugih dejavnostih. [10]
V današnjem hitro razvijajočem se digitalnem svetu postaja V Sloveniji so šolske knjižnice začele s pospešeno rabo
umetnointeligenčna pismenost ključnega pomena za vse starosti, aplikacij in dela prek spleta v letu, ko je cel svet spremenila
tudi za mlade. Razumevanje in uporaba UI omogoča mladim, da pandemija. Kot so to zapisale posamezne avtorice v svojih
postanejo kompetentni uporabniki sodobnih tehnologij, kar jim prispevkih z naslovi: Virtualna šolska knjižnica OŠ Komenda
odpira vrata do številnih priložnosti v izobraževanju in Moste med poukom na daljavo (2020), Delo na daljavo v naši
kasnejšem poklicnem življenju. šolski knjižnici (2020), Šolska knjižnica kot popestritev pouka
Šolske knjižnice lahko in v prihodnje morajo igrati ključno na daljavo (2021), Šolska knjižnica na daljavo (2021), Šolska
vlogo pri poučevanju in spodbujanju umetnointeligenčne knjižnica in učenje na daljavo (2021), so šolske knjižnice
pismenosti. Knjižničarji in učitelji lahko skupaj ustvarjajo pogumneje začele uporabljati digitalne poti in gradiva, a še ne
pedagoške ure in dejavnosti, kjer učenci spoznavajo osnove posameznih orodji UI. To je prišlo z leti, ko nekateri šolski
umetne inteligence, njeno delovanje in praktične aplikacije. Tako knjižničarji uporabljajo in učijo uporabo UI ter poudarjajo
se učenci naučijo kritičnega razmišljanja, reševanja problemov pomen umentointeligenčne pismenosti. V šolskem letu
in etičnih vprašanj, povezanih z uporabo UI. 2023/2024 je kar nekaj slovenskih šolskih knjižničarjev začelo z
uporabo in učenjem pomena UI. Prispevke v uredništvu še
pričakujemo in bodo objavljeni na portalu Knjižničarske novice.
3 PRIMERI UPORABE UMETNE Če omenimo le nekatere, je bila med zanimivejšimi idejami
INTELIGENCE V ŠOLSKIH KNJIŽNICAH spletna soba pobega, ki so jo pripravili v eni izmed
osnovnošolskih knjižnic, kjer so se morali ujetniki vsakič znova
Da bi uporabniki sami uporabljali UI, jo morajo najprej
rešiti iz druge umetno generirane situacije (potrebno je bilo
razumeti in postati vešči na tem področju. Umetnointeligenčna
poznavanje določenih pravljic). Ravno tako je potrebno
pismenost obsega poznavanje, razumevanje, uporabo in
izpostaviti tudi šolsko knjižnico, ki je za učence pripravila lov za
vrednotenje umetne inteligence ter upoštevanje etičnih vprašanj.
knjižnim zakladom s pomočjo ChatGPT, slikovno gradivo pa je
bilo ustvarjeno z ustreznimi pozivi v aplikaciji Canva (slika 1) in vprašanjih, povezanih z UI, kot so zasebnost, pristranskost in
Copilot. vpliv na življenje. Tako učence pripravljajo na kritično
Poudariti je potrebno tudi, da so se v šolskih knjižnicah lotili ocenjevanje in premišljeno uporabo tehnologij v vsakdanjem
tudi priprave navodil, kako pravilno navajati vire (v besedilu in življenju.
v virih), ki so ustvarjeni s pomočjo UI.
VIRI IN LITERATURA
[1] Naloge, vizija, poslanstvo in vrednote NUK. https://www.nuk.uni-
lj.si/nuk/poslanstvo#
[2] Zakon o knjižničarstvu. 2015.
http://www.pisrs.si/Pis.web/pregledPredpisa?id=ZAKO2442
[3] Etični kodeks slovenskih knjižničarjev. 1995. https://www.zbds-
zveza.si/daljsa-6/
[4] Zakon o organizaciji in financiranju vzgoje in izobraževanja (ZOFVI).
2023. https://www.racunovodstvo.net/zakonodaja/zofvi
[5] Bon, M. 30. 8. 2023. Kako razvijati umetnointeligenčno pismenost.
https://knjiznicarske-novice.si/kako-graditi-pismenost-na-podrocju-
umetne-inteligence-ui/
[6] Bon, M. (20. 3. 2024). Ključni elementi razvijanja umetnointeligenčne
pismenosti. https://knjiznicarske-novice.si/kljucni-elementi-razvijanja-
umetnointeligencne-pismenosti/
[7] Fekonja, R. (ur.). (2014). Posodobitve pouka v osnovnošolski praksi:
Knjižnično informacijsko znanje. Zavod RS za šolstvo.
http://www.dlib.si/stream/URN:NBN:SI:DOC-ABAUB0ON/e946cb25-
a2e9-4845-a248-cd7ec5f22e8c/PDF
[8] Škrlj, G., Bon, M. (5. 7. 2024). Spletna konferenca Teaching and Learning
with AI. https://knjiznicarske-novice.si/spletna-konferenca-teaching-and-
learning-with-ai/
[9] AI in the School Library! (S7, E11). Leading from the Library Podcast.
https://www.youtube.com/watch?v=W4idSCuoqpI
[10] Nerantzi, C., Abegglen, S., Karatsiori, M. in Martínez-Arboleda, A. 2023.
101 creative ideas to use AI in education, A crowdsourced collection.
https://zenodo.org/records/8355454
Slika 1: S pomočjo aplikacije Canva ustvarjen primer
napotkov, kaj nudi šolska knjižnica svojim uporabnikom
4 ZAKLJUČEK
V današnji dobi digitalizacije in hitrega tehnološkega
napredka postaja umetnointeligenčna pismenost zelo pomembna.
Pri poučevanju o temi naj bi imeli tudi šolski knjižničarji vlogo,
saj delujejo kot most med tradicionalnim učenjem in sodobnimi
tehnologijami. Šolski knjižničarji naj bi bili ključni pri
spodbujanju radovednosti in kritičnega mišljenja med uporabniki.
Z organiziranjem dejavnosti in pouka o osnovah umetne
inteligence, ob sodelovanju strokovnih sodelavcev, bi učencem
omogočili uvid v delovanje UI, kje se uporablja in kakšne so
njene prednosti ter nevarnosti.
Poleg tega šolski knjižničarji zagotavljajo dostop do različnih
virov, ki učencem omogočajo poglobljeno raziskovanje umetne
inteligence. Knjižničarji skrbno izbirajo knjige, članke, e-knjige
in druga izobraževalna gradiva, ki so relevantni in aktualni. S tem
učencem omogočajo, da pridobijo celovito razumevanje
področja in ostanejo na tekočem z najnovejšimi trendi in
razvojem v svetu UI.
Šolski knjižničarji naj v bodoče tudi sodelujejo z učitelji pri
integraciji umetnointeligenčne pismenosti v učni načrt. S
skupnim načrtovanjem učnih enot in projektov, ki vključujejo
uporabo UI orodij, knjižničarji pomagajo učencem pridobiti
praktične izkušnje in veščine, ki jim bodo koristile v prihodnosti.
Poleg tega knjižničarji spodbujajo etično razmišljanje in
ozaveščanje o odgovorni uporabi umetne inteligence.
Organizirajo razprave in debate, kjer učenci razmišljajo o etičnih
E-igrifikacija kot metoda dela z učenci s posebnimi
potrebami v osnovni šoli
E-gamification as a Method of Working with Students with
Special Needs in Primary School
Urška Šuštaršič
šolska svetovalna služba
OŠ Danile Kumar
Ljubljana, Slovenija
sustarsicu@os-danilekumar.si
POVZETEK KEYWORDS
Igrifikacija kot metoda dela v osnovnošolskem izobraževanju, Gamification, primary school, students with special needs,
zlasti za delo z učenci s posebnimi potrebami, ima že stalno digitalization
prakso. Z uvedbo iger podobnih elementov, kot so točke in
nagrade, želijo učitelji pomagati učencem z motnja pozornosti s
hiperaktivnostjo (ADHD), avtizmom in drugimi učnimi izzivi, 1 UPORABA IKT V SLOVENSKEM
da ostanejo osredotočeni in motivirani dlje, kot bi bili drugače. Z ŠOLSTVU
dobo digitalizacije se je tudi področje igrifikacije razširilo in Slovenski šolski sistem je že dlje časa podvržen kritikam, da
ponudilo številna nova digitalna orodja, ki jih bomo raziskali v je staromoden, neprilagodljiv in da nujno potrebuje spremembe.
nadaljevanju. Kot odgovor je bila ustanovljena delovna skupina za pripravo
Dotaknili se bomo tudi pomislekov glede uporabe igrifikacije prenovljenega Nacionalnega programa vzgoje in izobraževanja
in se vprašali kaj je naš končni cilj v izobraževanju – ali samo 2023 – 2033. Eden izmed pomembnih strateških ciljev in
želimo, da so učenci v danem trenutku aktivni ali si prizadevamo ukrepov je tudi razvoj digitalnih kompetenc tako učiteljev kot
pri učencih spodbujati notranjo motivacijo in veselje do znanja? učencev [2].
Poleg tega niso zanemarljive raziskave, ki ugotavljajo, da se Med digitalne kompetence spada tudi uporaba IKT tehnologij
pozornost učencev zaradi uporabe digitalnih medijev skrajšuje kot metod in strategij učenja. Na podlagi raziskave Pedagoškega
[1]. Kako najti pravo ravnovesje? inštituta [3] slovenske šole zaostajajo pri uporabi IKT tehnologij
za poučevanje v osnovnih in srednjih šolah. Eden izmed
KLJUČNE BESEDE pomembnih razlogov za to navajajo, da je sama uporaba v veliki
Igrifikacija, osnovana šola, učenci s posebnimi potrebami, meri vezana na lastno zanimanje in motivacijo posameznih
digitalizacija učiteljev, saj je bilo v preteklosti izobraževanj vezanega na
uporabo IKT tehnologij za učitelje relativno malo. To ugotovitev
ABSTRACT lahko potrdim tudi sama, saj je angažiranost za vpeljevanje t. i.
Gamification as a method of work in primary school novosti v šolsko delo v veliki meri odvisno od angažiranosti tako
education, especially for work with students with special needs, vodstva kot strokovnih delavcev. Vlada RS je že leta 2021
already has a permanent practice. By introducing game-like sprejela in potrdila Nacionalni program spodbujanja razvoja in
elements like points and rewards, teachers aim to help students uporabe tudi umetne inteligence v Republiki Sloveniji do leta
with ADHD, autism and other learning challenges to stay 2025 [4], vendar konkretnih rezultatov v šolstvu še ni zaznati.
focused and motivated longer than they would otherwise. With Z desetletnimi izkušnjami z delom kot izvajalka dodatne
the era of digitalization, the field of gamification has also strokovne pomoči učencem s posebnimi potrebami sem se tudi
expanded and offered many new digital tools, which we will sama lotevala iskanja možnosti v informacijski tehnologiji,
explore in the article. predvsem na področju igrifikacijskih vsebin za učence s
We also have some concerns regarding the use of posebnimi potrebami – kar v nadaljevanju poimenujem kot e-
gamification especially regarding our ultimate goal in education igrifikacija.
- do we just want students to be active at a given moment or do
we strive to encourage their internal motivation and joy of 2 IGRIFIKACIJA knowledge? In addition, researches show that the attention span
of students is shortened true the years due to the usage of digital Pojem igrifikacije (angl. gamification), kot ga poznamo danes,
media [1]. How to find a perfect balance? je leta 2002 uvedel Nick Pelling. Izraz igrifikacija se je sicer
začel pogosteje pojavljati šele v drugi polovici leta 2010 [4]. Pri
igrifikaciji gre za uporabo pristopov, elementov in načinov 3 VKLJUČEVANJE E-IGRIFIKACIJE PRI
razmišljanja, ki se uporabljajo pri igranju iger, vendar so le-ti DELU Z UČENCI S POSEBNIMI
uporabljeni izven iger, npr. sistem, ki beleži število oddanih POTREBAMI nalog in ki nagrajuje dosežke z virtualnimi nagradami, kot so
pokali, zvezdice (Slika 1). Pomemben dejavnik doseganja Po konceptu dela z učenci z učnimi težavami v osnovni šoli
določenih ciljev predstavlja motivacija. Ko posameznik uspešno mora šola učencem ustrezno prilagoditi metode in oblike dela, da
reši zastavljeno nalogo oz. problem, doživi uspeh, kar v so primerne za posamezno skupino učencev. E-igrifikacija le to
posamezniku sproži motivacijo. Ko imajo posamezniki relativno preprosto omogoča, hkrati pa omogoča lažje
priložnost spopasti se z individualiziranimi učnimi izzivi, so uresničevanje temeljnih načel pomoči učencem kot so načelo
pripravljeni vložiti več energije v nalogo, poleg tega pa so tudi interdisciplinarnosti, odkrivanje močnih področij, načelo akcije
bolj dovzetni za povratne informacije. Vključitev igrifikacije se in samozagovorništva, predvsem pa načelo opravljanja
kaže v uporabi kvizov, odzivov, sodelovanj v skupinah in drugih optimalnih izzivov [7].
učnih aktivnostih [6]. V poglavju bomo pregledali glavne značilnosti uporabe e-
igrifikacije pri učencih s posebnimi potrebami.
Aktivnost in zavzetost
Ena izmed največjih prednosti uporabe igrifikacije je njena
zmožnost povečanja motivacije učencev. S preoblikovanjem
vsakdanjih nalog v interaktivne in tekmovalne dejavnosti lahko
naredi učenje bolj privlačno. Dr. Karl Kapp, znani strokovnjak
za izobraževalno igrifikacijo, trdi, da le-ta posega v osnovne
človeške želje po dosežkih, statusu in tekmovanju, zaradi česar
je močno orodje za motivacijo [8]. Za osnovnošolce, ki jih
pogosto vodijo takojšnje nagrade in povratne informacije, lahko
uporaba točk, značk in lestvic zagotovi občutek uspeha in jih
spodbudi, da bolj aktivno sodelujejo v učnem procesu.
Vključevanje sprememb
Slika 1: Prikaz delitve v igro usmerjenega poučevanja [6] izobraževanju je zmožnost individualizacije in prilagajanja Ena najpomembnejših prednosti igrifikacije v inkluzivnem
osnovnošolskem izobraževanju kot nov pristop za spodbujanje in učence s posebnimi potrebami, ki imajo pogosto težave z motiviranje učencev in posledično izboljševanje učnih rezultatov. osredotočenostjo in organizacijo. E-igrifikacija omogoča bolj Obljuba o spreminjanju učenja v bolj privlačno in zabavno prilagodljivo učno izkušnjo, kjer lahko učenci delajo s svojim V zadnjih letih je e-igrifikacija vedno bolj prisotna v metodami dela in določenim tempom dela je lahko izziv za učenja vsakemu posamezniku. Tradicionalna učilnica s svojimi
izkušnjo se zdi idealna predvsem za učence s posebnimi
potrebami, ki težje sledijo bolj tradicionalnim metodam učenja njihovim individualnim potrebam kot tudi različnim učnim tempom in se ukvarjajo z materiali na načine, ki ustrezajo
ali imajo drugačen tempo osvajanja znanja.
stilom. Nekaterim učencem bodo morda koristili vizualni
S pomočjo igrifikacije lahko povečamo motivacijo, aktivnost
pripomočki, medtem ko se bo drugim zdelo bolj učinkovito
in zavzetost udeležencev za učni proces, spodbujamo
avditivni ali kinestetični stil učenja.
sodelovanje, omogočamo sprotno povratno informacijo,
Dr. Thomas E. Brown, klinični psiholog poudarja, da
vključujemo spremembe, omogočamo varno učno okolje za
učencem z ADHD prilagojena učna okolja zelo koristijo, saj jim
udeležence, ki imajo težave pri deljenju mnenj ter omogočamo
omogočajo, da se lažje osredotočajo na svoje prednosti in
sprotne nagrade za opravljeno delo (Slika 2). Če pri tem
uporabljamo še IKT-tehnologijo, je uporaba navadno bolj ponudijo prilagodljive učne načrte, kjer je vsebina prilagojena interese [9]. Izobraževalne aplikacije in spletne platforme lahko
preprosta tako za učitelja, kot tudi bolj zanimiva za učenca. vsakemu učencu posebej. E-igrificirane učne aplikacije lahko
naredijo lekcije bolj privlačne in s tem pomagajo ohraniti
osredotočenost in motivacijo dlje, kot brez njih.
Varno učno okolje
Pomemben aspekt e-igrifikacije na inkluzivno izobraževanje
je tudi izboljšanje dostopnosti. Učenci s telesnimi oviranostmi,
senzoričnimi okvarami ali učnimi težavami lahko tako
uporabljajo tehnologijo, ki jim omogoča učinkovitejše
sodelovanje z izobraževalno vsebino kot tudi sodelovanje v
skupini. Orodja, kot so bralniki zaslona, programska oprema za
pretvorbo govora v besedilo in predvsem aplikacije, ki
spodbujajo sodelovanje, omogočajo učencem s telesnimi
okvarami ali socialnimi zadržki lažji dostop do izobraževalnih
vsebin kot tudi sodelovanja in deljenja svojih mnenj z ostalimi v
Slika 2: Prednosti vključevanja igrifikacije v učenje [6] skupini.
Po mnenju dr. Davida Rosa, soustanovitelja organizacije
CAST (Center for Applied Special Technology) in vodilnega
strokovnjaka za oblikovanje univerzalnega pristopa k učenju
(Universal design for learning- UDL) pravi, da tehnologija lahko
služi kot most za učence s posebnimi potrebami, saj jim omogoča
sodelovanje v izobraževalnih dejavnostih, ki bi sicer bile za njih
težje dostopne [10].
Slika 4: Aplikacija Kobi [12]
Sodelovanje in povratna informacija Kahoot – https://kahoot.com/ Uporaba e-igrifikacije ima lahko pomembno vlogo tudi pri Kahoot je norveška spletna učna platforma, ki temelji na omogočanju sodelovanja in komunikacije med učenci, učitelji in učenju preko iger. Vsebuje učne igre, znane tudi kot starši. Oblikovanje igrificiranih vsebin na spletnih učnih "kahoots"(Slika 5), ki so uporabniško ustvarjeni kvizi z več platformah, forumih za razprave in uporaba različnih orodij za možnimi odgovori, do katerih se lahko dostopa preko spletnega sodelovanje, udeležencem omogočajo skupno delo pri projektih, brskalnika ali aplikacije [13]. Primerna je predvsem za ne glede na njihovo lokacijo ali sposobnosti. To je še posebej spodbujanje motivacije, učence s težavami s pozornostjo in za pomembno v inkluzivnih učilnicah, kjer lahko učenci preko boljše vključevanje učencev s težavami na socialnem področju, zabavnih vsebin na različne načine pristopajo k učenju in saj učenci lahko sodelujejo preko pametni telefonov ali tablic. deljenju svojih znanj, mnenj.
Druga pomembne prednost e-igrifikacije je možnost hitre
povratne informacije o uspešnosti učenja. Povratna informacija
je eden od dejavnikov, ki najbolj vplivajo na učenčevo učenje.
Poglavitni cilj vzgojno-izobraževalnega procesa je namreč
pomoč pri identifikaciji stopnje osvojenega znanja v primerjavi
s končnim ciljem (»Kako mi gre?« sorazmerno z »Kam grem?«)
in ukrepanje v smislu predlogov nadaljnjih korakov (»Kam
naprej?«) [11]. Digitalizirane vsebine pa to omogočajo zelo
natančno in sprotno, kar daje povratni informaciji največjo Slika 5: Primer kviza v orodju Kahoot [13] učinkovitost in težo še posebno, če so le-te vezane tudi na
pridobivanje morebitnih nagrad (zvezdice, značke, pokali, CŠOD Misija - mobilna aplikacija za učenje na prostem
napredovanje …). Mobilni vodič CŠOD Misija (Slika 6) je inovativen
didaktičen pristop, ki nadgrajuje samostojno doživljajsko učenje
4 z doživetjem zunaj učilnice. Poleg tega, da spodbuja uporabnike PREDLOGI ORODIJ ZA OBLIKOVANJE
E-IGER ZA UČENCE S POSEBNIMI spoznanja koncepta igrifikacije, ki pedagoškemu procesu dodaja k učenju na terenu, upošteva tudi najnovejša pedagoška
POTREBAMI elemente iger in motivira uporabnike k doseganju boljših učnih
Pregled orodij za pomoč pri oblikovanju e-igrificiranih rezultatov. Gibanje spodbuja pomnjenje in razmišljanje, kar je
vsebin pri učenju glede na posebne potrebe učencev. tudi ena od prednosti orodja [14]. Primerna je predvsem za
učence s težavami na področju motivacije, koncentracije in za
Orodja za pripravo prezentacij učence z večjo potrebo po gibanju. Primerna je tudi za
Igrificirane vsebine se lahko oblikujejo tudi v orodjih za spodbujanje skupinskega dela.
pripravo prezentacij kot npr. Microsoft Powepoint (Slika 3) in so
primerne za vse vrste učencev.
Slika 6: Aplikacija CSOD Misija [14]
Slika 3: Primer kviza v orodju Powepoint
Baamboozle - https://www.baamboozle.com/
Kobi - https://kobiapp.si/ Baamboozle je učna platforma, ki temelji na igrah in se
Slovenska aplikacija, ki je namenjena branju, predvsem za uporablja predvsem za oblikovanje učnih kvizov (Slika 7).
učence z bralno-napisovalnimi težavami, težavami s pozornostjo Glavna prednost je možnost igranja v skupinah prav tako pa
ali težavami z razumevanjem prebranega (Slika 4). Prednost je omejuje tekmovalnost preko vključevanja naključnih dogodkov,
nalaganje vsebin preko fotografiranja gradiva. Podprt je tudi s kot je npr. menjava točk skupin, zmanjšanje točk za 20 in
strani Ministrstva za šolstvo. podobno. Primerna je predvsem za učence s težavami s
pozornostjo, učence, ki potrebujejo več-senzorno učenje in
učence s težavami na socialnem področju.
5 POMISLEKI
Nevarnost razpršene pozornosti
Medtem ko je IKT tehnologija lahko močno orodje za učenje,
predstavlja tudi veliko tveganje za večanje razpršene pozornosti,
zlasti za učence z ADHD. Prav naprave, ki se uporabljajo za
podporo učenju – računalniki, tablice in pametni telefoni – lahko
nudijo tudi dostop do iger, družbenih medijev in drugih motenj,
ki lahko iztirijo učenčevo osredotočenost. Dr. Edward Hallowell,
psihiater in strokovnjak za ADHD, opozarja, da je ista
Slika 7: Primer vprašanja Baamboozle kviza[15] tehnologija, ki pomaga učencem z ADHD, lahko tudi vir motenj,
če je ne uporabljajo previdno [18]. Pri učencih z ADHD, ki se že
Educaplay - https://www.educaplay.com/ borijo z ohranjanjem pozornosti, je lahko velika skušnjava, da bi
Educaplay je platforma za oblikovanje e-igrificiranih vsebin. zamenjali naloge ali se vključili v neizobraževalne dejavnosti.
S pomočjo že pripravljenih predlog se lahko enostavno oblikuje Zaradi tega je potrebno, da učitelji izvajajo nadzor nad uporabo
različne individualizirane izobraževalne igre kot so križanke, zaslonov, lahko tudi uporabo aplikacij, ki blokirajo druga spletna
igre dialogov, igre narekovanja, igre izpolnjevanja praznih mest, mesta med učenjem, ali določanje jasnih pravil o uporabi naprave.
kvize, igre ujemanja, igre spomina in podobno (Slika 8).
Primerna je predvsem za učence s težavami s pozornostjo, Zmanjševanje razvoja kompetenc
učence, ki potrebujejo več senzorno učenje, večjo slikovno Pretirano zanašanja na IKT tehnologijo lahko privede do
podporo in učence, ki se učijo s svojim tempom učenja. zmanjšanja sposobnosti kritičnega mišljenja in reševanja
problemov. Čeprav e-igrificirano učenje lahko podpira učenje,
ne sme nadomestiti temeljnih veščin, ki jih morajo učenci razviti,
kot so bralno razumevanje, matematične spretnosti in neodvisno
in kritično razmišljanje. Za učence s posebnimi potrebami
obstaja še večje tveganje, da bi jim zanašanje na tehnologijo za
organizacijo in upravljanje nalog preprečilo, da bi sami kasneje
razvili te bistvene spretnosti.
Pedagoška psihologinja dr. Larry Rosen trdi, da pretirano
zanašanje na tehnologijo lahko ovira razvoj pomembnih
kognitivnih veščin, zlasti pri učencih z ADHD, ki lahko
postanejo preveč odvisni od digitalnih pripomočkov [19].
Slika 8: Primeri aktivnosti na platformi Educaplay[16] Raziskave na slovenskih mladostnikih tudi kažejo, da se pri tistih,
Scratch - https://scratch.mit.edu/ rezultati pri samoregulativnem učenju. Izpostavljajo tudi ki so bolj zgodaj začeli igrati računalniške igrice, kažejo slabši
Scratch je orodje, ki je prvotno namenjen učenju pomembno ugotovitev, da so negativne povezave med rabo
programiranja za otroke. Zaradi enostavnega vmesnika pa je interneta za zabavo in samoregulativnim učenjem pri učencih s
primerno tudi za oblikovanje različnih igrificiranih vsebin. posebnimi potrebami močnejše [20].
Omogoča ustvarjanje digitalne zgodbe, različne igre in animacije. Za učitelje je pomembno, da najdejo ravnotežje med uporabo
Scratch je ustvarjen, razvit in vzdrževan pri Združenju Scratch, e-igrificiranih vsebin kot orodja za učenje in spodbujanjem
neprofitni organizaciji in je v celoti brezplačen. Primeren je za učencev v omejeni meri, da ne ovirajo razvoja lastne kognitivne
oblikovanje vseh vrst vsebin predvsem za učence, ki potrebujejo strategije za učenje. jasna in v naprej znana in strukturirana pravila igre.
Neenakopraven dostop in poznavanje tehnologij
Dostop do tehnologij ni enak za vse učence in ta digitalni
razkorak lahko še poveča obstoječe neenakosti v izobraževanju.
Učenci nimajo enakega dostopa do naprav ali internetnih
povezav, ki so potrebne, da bi v celoti izkoristili uporabo e-orodij
v izobraževanju. To je lahko še posebej problematično za učence
s posebnimi potrebami, ki se morda bolj zanašajo na tehnologijo
za podporo pri učenju. Dr. Mimi Ito, strokovnjakinja za digitalno
učenje, poudarja, da t. i. digitalni razkorak ustvarja velike izzive
za inkluzivno izobraževanje, zlasti za učence s posebnimi
potrebami, ki potrebujejo dostop do specializirane tehnologije
[21]. Brez dostopa do potrebnih orodij se lahko določeni učenci
znajdejo v slabšem položaju v primerjavi s svojimi vrstniki,
zaradi česar jim je težje uspeti v vse bolj digitalnem učnem
Slika 9: Primer igre v orodju Scratch[17] okolju.
Izzivi pri izvajanju in usposabljanju učiteljev [10] Rose, D. H., & Meyer, A. (2015). Universal Design for Learning: Theory
Učinkovita uporaba vseh vrst IKT tehnologij v inkluzivnem and Practice. CAST Professional Publishing.
[11] Hattie, J. A. C., & Timperley, H. (2020). Moč povratne informacije = The
izobraževanju zahteva, da so učitelji dobro usposobljeni tako za power of feedback. Vzgoja in izobraževanje, 51(6), 6–21.
samo tehnologijo kot za strategije za podporo učencem s [12] Kobi. https://kobiapp.io/sl/ (pridobljeno 10. 8. 2024).
[13] Kahoot. https://kahoot.com/ (pridobljeno 10. 8. 2024).
posebnimi potrebami. Vendar pa mnogi učitelji poročajo, da se [14] Mobilna aplikacija CSOD Misija. https://www.csod.si/stran/csod-misija.
počutijo premalo pripravljeni za integracijo tehnologij v svoje (pridobljeno 10. 8. 2024). [15] Baamboozle. https://www.baamboozle.com/smallclassic/1535141. poučevanje, zlasti ko gre za njeno uporabo pri poučevanju (pridobljeno 10. 8. 2024).
učencev s posebnimi potrebami. [16] Educaplay. https://www.educaplay.com/types-of-activities/. (pridobljeno
Na podlagi raziskave Pedagoškega inštituta [3] tudi slovenski 10. 8. 2024).
[17] Sctratch. https://scratch.mit.edu/. (pridobljeno 10. 8. 2024).
učitelji poročajo, da bi za uspešno vključevanje IKT tehnologij v [18] Hallowell, E. (2015). Managing Distractions: Technology's Double-Edged
poučevanju potrebovali več izobraževalnih vsebin. Sword for Students with ADHD. Harvard Business Review.
[19] Rosen, L. (2018). The Risks of Over-reliance on Technology for Students
with ADHD. Psychology Today.
[20] Opaka, M., & Tancig, S. (2022). Povezave med rabo interneta in
6 samoregulativnim učenjem pri mlajših mladostnikih s posebnimi RAZPRAVA
potrebami ali učnimi težavami v redni osnovni šoli. 227–238.
Uporaba igrificiranih vsebin kot didaktični pripomoček pri https://www.drustvo-bravo.si/2022/10/06/zbornik-6-bravo-konference/
učenju učencev s posebnimi potrebami je lahko učinkovit [21] Ito, M. (2016). The Digital Divide in Education: Implications for Students
with ADHD. Digital Media and Learning Research Hub.
pripomoček za spodbujanje motivacije, pozornosti in tudi kot [22] Barle Lakota, A., & Goriup, J. (2006). Poglavja iz sociologije vzgoje in
krepitev pozitivnega vedenja. Medtem ko e-igrifikacija ponuja izobraževanja: pregled sodobnih socioloških študij, perspektiv in
konceptov. UP Fakulteta za management.
dragocena orodja za obravnavo nekaterih edinstvenih izzivov, s
katerimi se soočajo otroci s posebnimi potrebami, je nujno najti
ravnovesje. Poraja se namreč velika skrb, da tovrsten način
učenja vse preveč poudarja pomen zunanjih nagrad, spodkopava
notranjo motivacijo in dolgoročne izobraževalne cilje. Poleg tega
večja osredotočenost na tekmovanje in zunanje nagrade
zmanjšuje vrednost učenja zaradi njega samega, kar bi lahko
vodilo k površnemu razumevanju znanja namesto k
poglobljenemu učenju [22].
Strokovni delavci morajo igrifikacijo uporabljati premišljeno,
selektivno in jasno ciljno usmerjeno s sprotnimi evalvacijami
glede učinkovitosti in primernosti uporabe. Končni cilj bi moral
biti spodbujanje motivacijo do učenja, ki presega takojšnje
zadovoljstvo, ki ga ponujajo igrificirane naloge, in učence
pripravi ne le na pomen rezultatov, ampak tudi na razvoj notranje
motivacije in spretnosti kritičnega mišljenja, potrebnih za
vseživljenjsko učenje.
REFERENCE
[1] Mark G., Mills K. (2023). Why our attention spans are shrinking.
American. Psychological Association (APA). DOI:
https://www.apa.org/news/podcasts/speaking-of-psychology/attention-
spans
[2] Ministrstvo za vzgojo in izobraževanje. 30. 6. 2024. Nacionalni program
vzgoje in izobraževanja za obdobje 2023–2033. DOI:
https://www.gov.si/assets/ministrstva/MVI/Dokumenti/Nacionalni-
program-vzgoje-in-izobrazevanja-za-obdobje-2023-2033-predlog.pdf
[3] Japelj Pavešić B., Peršolja A., Špegel Razbojnik A. 2020.
Zaostajanje uporabe IKT za poučevanjev v slovenskih osnovnih in
srednjih šolah.Pedagoški inštitut. DOI: https://www.pei.si/wp-
content/uploads/2021/01/Zaostajanje-Slovenije-v-uporabi-IKT-za-
poucevanje.pdf
[4] Republika Slovenija. 2021. Nacionalni program spodbujanja razvoja in
uporabe umetne intelligence v Republiki Sloveniji do leta 2025. DOI:
https://www.gov.si/teme/digitalizacija-druzbe/
[5] Deterding, S., Dixon, D., Khaled, R., in Nacke, L. (2011). From game
design elements to gamefulness: Defining “gamification”. V: A. Lugmayr,
H. Franssila, C. Safran, in I. Hammouda (ur.), MindTrek 2011, (str. 9–15).
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https://didakt.um.si/oprojektu/projektneaktivnosti/Documents/Igrifikacija
_januar2020_final.pdf
[7] Magajna, L., Čačinovič Vogrinčič, G., Kavkler, M., Pečjak, S., & Bregar-
Golobič, K. (2008). Učne težave v osnovni šoli: koncept dela. Zavod
Republike Slovenije za šolstvo.
[8] Kapp, K. M. (2012). The Gamification of Learning and Instruction: Game-
Based Methods and Strategies for Training and Education. John Wiley &
Sons.
[9] Brown, T. E. (2017). A new understanding of ADHD in children and
adults: Executive function impairments. Routledge.
Malo po nemško z IKT
A Little German with ICT
Lea Tori
Osnovna šola Antona Martina
Slomška Vrhnika
Ljubljana, Slovenija
lea.tori1@gmail.com
svetovnem spletu. Učenci razvijajo zmožnosti uporabe
POVZETEK informacijsko-komunikacijske tehnologije tako, da:
Senekova misel, da se ne učimo za šolo, marveč za spoznajo in uporabljajo elektronske in spletne slovarje,
življenje, še kako drži. V šolah danes ni predmeta na urniku, kjer pridobivajo podatke s spleta (spletne strani, video
se ne bi pri pouku posluževali IKT, bodisi zaradi dodatnih razlag, portali, družbena omrežja) in uporabljajo brskalnike in
demonstracije, popestritve pouka ali pa samo kot prikaz tega, da iskalnike v nemščini,
pa čeprav so v realnosti naši koraki pogosto krajši kot tisti naših sodelovanje na daljavo (npr. s pomočjo e-pošte, e- učencev. Navsezadnje je to tudi naša dolžnost, da se tudi mi smo tudi učitelji v koraku s časom razvoja vseh vrst tehnologij, jo uporabljajo za komuniciranje v nemščini in
naučimo in spremljamo novosti, ki so nam na razpolago, video konference, bloga, foruma ipd.), telefona, spletnega socialnega omrežja, klepetalnice,
zanimivo pa je tudi, da nas naši učenci v znanju uporabe IKT pridobivajo gradivo o državah, v katerih govorijo marsikje že prekašajo, kar pa je za nas lahko tudi pozitivna
nemško, in o Sloveniji iz tujih virov,
izkušnja, saj se iz tega tudi sami lahko veliko naučimo. Za izdelajo in objavljajo svoje izdelke in sporočila, •
življenje.
predstavljajo svoje izdelke v nemščini (grafično,
KLJUČNE BESEDE slikovno, pisno, zvočno, večpredstavno),
se vključujejo v mednarodne mrežne projekte in šolska
Učenje za življenje, v koraku s časom, pozitivne izkušnje partnerstva. Uporabo IKT lahko vključimo tudi v
razvijanje sporazumevalne zmožnosti v nemščini.
ABSTRACT Pouk drugega tujega jezika nemščine kot neobveznega
Seneca's idea that we don't learn for school, but for life, is izbirnega predmeta v drugi triadi ter kot obveznega izbirnega
still true. In schools today, there is no subject on the schedule predmeta v tretji triadi na šoli poteka pred poukom ali po pouku.
where ICT is not used in lessons, either for additional Večinoma se za drugi tuj jezik odločajo tisti učenci, ki imajo
explanations, demonstrations, to enrich lessons, or just to show željo po učenju novega jezika, tisti, ki vedo, da bodo ta jezik
that teachers are also keeping up with the times of development imeli kot obvezni jezik v srednji šoli ter tudi tisti učenci, čigar
of all kinds of technologies, even though in in reality, our steps starši jih na nek način usmerijo k učenju dodatnega jezika, saj
are shorter than those of our students. After all, it is also our duty vedo, da jim bo v življenju to znanje prišlo prav. Na žalost pa so
to learn and follow the innovations that are available to us, and it v skupine nemščine vpisani tudi učenci, ki jih starši na nek način
is also interesting that our students already surpass us in the »prislijo« k učenju, morda zaradi tega, ker si želijo, da bi njihov
knowledge of using ICT in many places, which can also be a otrok znal čim več jezikov ali pa zato, ker sami nikoli niso imeli
positive experience for us, because we can learn a lot about this možnost učiti dodatnega tujega jezika. Toko so v vsaki skupini
ourselves. For life. učenci z različni predznanji in interesi, kar pomeni, da je
potrebno med poukom izvajati učno diferenciacijo in to sploh ne
KEYWORDS bi smelo predstavljati nikakršne težave – prav nasprotno!
Learning for life, keeping up with the times, positive Učitelju uspešno izpeljati strukturirano ter kvalitetno učno uro v
experience mešani učni skupini je res neke vrste izziv, a vendar je potrebno
ta izziv pogledati iz Takšnega zornega kota, da se tudi učitelj sam
kaj nauči in pozitivne izkušnje nadgrajuje, negativne pa vzame
1 FERTIG…LOS! kot nekaj, kar je možno vedno izboljšati. Torej »Fertig…los!«
V učnem načrtu za nemščino kot prvi tuji jezik v osnovni šoli (Pripravljeni, pozor, zdaj!, op.a.) Ena izmed stvari, ki učitelju pri
je uporaba IKT vključena v razvijanje digitalne pismenosti. tem ogromno pomagajo, pa je prav uporaba IKT.
Učenci pri pouku nemščine kritično uporabljajo informacijsko- Kljub vse večji težnji in potrebi po uporabi IKT pri pouku, je
komunikacijsko tehnologijo za pridobivanje, vrednotenje in potrebno pri izvedbi učne ureimeti tudi neko zmernost, saj
shranjevanje informacij, za njihovo tvorjenje, predstavitev in prepogosta uporaba pogosto zasenči prvotni cilj pouka, torej
izmenjavo ter za sporazumevanje in sodelovanje v mrežah na pridobivanje in utrjevanje znanja, ob prekomerni uporabi IKT pa
so učenci na koncu pogosto preveč pod vplivov nekih animacij,
distraktorjev in kasneje nekako ne znajo potem izluščiti bistva ob zabavi pri reševanju utrjuje tako besedišče, izgovorjava ter
učne snovi. Še vedno je pri pouku smiselno vpeljati tudi druge pravopis. Največkrat je bilo učencem med ponujenimi
učne metode in pripomočke, predvsem ob razlagi zapletenejših možnostmi ponujen tudi zapis, ki je enak izgovorjavi, kjer so
nemških slovničnih struktur, ko mora biti učenčev fokus učenci morali dvakrat premisliti, ali se beseda dejansko tako
usmerjen v razumevanje in logično povezovanje že pridobljene z napiše, kot se izgovori.
novo osvojeno učno snovjo. Popoldanske ure drugega tujega
jezika znajo biti za učence včasih naporne, koncentracija jim
pade hitreje kot pri rednem pouku, misli pa jim uhajajo na igrišče
ter k počitku doma. Kot učitelj je potrebno najti prav pristop, da
se pritegne pozornost učencev, hkrati pa imeti v mislih tudi to,
da se v teh urah fizične prisotnosti pri pouku učenci že samo s
poslušanjem naučijo največ. In prišlo je leto 2020. Pred zaprtjem
šol se je učence pogosto nagovarjalo o tem, kako je lepo
popoldne preživeti ob športu, druženju s prijatelji, sprehodih v
naravi in ne ob celovečernem buljenju v ekrane računalnikov,
tablic ali mobilnih telefonov. Kar naenkrat pa se je začelo
drugačno leto – leto izzivov, tako za učence, kot tudi za nas
učitelje, vodstvo šole in starše. Pa vendarle se je to leto v smislu
pridobivanja znanja IKT na koncu izkazalo kot zelo produktivno. Slika 1: Posnetek zaslona spletne strani E-učbeniki za
nemščino
2 WIR, DEUTSCH UND IKT
Postopoma se je po epidemiji pri vseh predmetih začelo več
uporabljati IKT, sploh na začetku, ko je bil pouk deloma še na
daljavo. Tudi pri nemščini so učenci najprej morali osvojiti
znanje uporabe ZOOM-a in okolja TEAMS- ter spletnih učilnic.
Popoldanski čas učiteljev je bil namenjen iskanju novih idej z
vključitvijo IKT, veliko primerov dobre prakse pa smo si učitelji
nemščine izmenjali na študijskih srečanjih v okviru Zavoda za
zaposlovanje ter na večernih »online« srečanjih v lastni
organizaciji, kjer smo imeli na razpolago čas za predstavitev
novih idej, predlogov za pouk ter seveda pogovoru ter refleksiji.
Vse aktualno in v okviru zmožnosti smo učitelji postopoma
prenesli tudi na pouk predmeta, ki ga poučujemo na svojem
delovnem mestu. To se ni zgodilo kar čez noč, saj smo se morali
učitelji najprej sami spopasti s programi, aplikacijami ter
spletnimi mesti, ki ponujajo pri poučevanju nekaj več, predvsem Slika 2: Posnetek zaslona vaje v E-učbenikih
pa imeti v mislih, da je ponujeno primerno starosti in znanju
učencev.
2.1 E-učbeniki
Kot dodatek klasičnemu učbeniku so nam na voljo tudi e-
učbeniki (sliki 1 in 2), ki so nastali v sodelovanju profesorjev
nemščine z namenom, da ponujajo dodatne vaje različnih vrst in
različnih stopenj težavnosti, dodatna besedila za branje in vaje
ob branju ter vaje za slušno razumevanje. Odlična izbira so
predvsem zato, ker imajo na spletu do njih dostop vsi, tako da
lahko učenci tudi sami doma samostojno delajo z njihovo
pomočjo ter si tudi sami pregledajo rešene vaje s pomočjo rešitev.
2.2 Kahoot!
Ta aplikacija je pri nemščini zelo popularna, saj se jo učenci
zelo hitro naučijo uporabljati. Večinoma se ga poslužujejo ob Slika 3: Primer vprašanja pri Kahoot kvizu koncu učnega sklopa za utrditev učne snovi, pogosto pa učence
kar presenetim z nenapovedanim kvizom za dvig adrenalina
(sliki 3 in 4). Z učenci je potrebno vzpostaviti zaupanje v njihovo
uporabo mobilnih telefonov, zato so jih po predhodnem
dogovoru z njimi in vodstvom šole tudi lahko uporabljali pri teh
kvizih. Pomembno pri sestavi vprašanj za kvize je bilo to, da se
pregovorov, posameznih besednih zvez, ki jih v slovenščini
uporabljamo v drugačnem pomenu oz. z drugačnimi izrazi.
Slika 6: Primer nesmiselnega prevoda v Google
Prevajalniku
Slika 4: Reševanje Kahoot kviza pri pouku nemščine
2.3 Duolingo
Ker imamo v šoli dobro opremljeno računalniško učilnico,
večkrat izkoristimo priložnost za pouk v njej, hkrati pa imajo
učenci možnost samostojnega dela z računalnikom pod
nadzorom. Na šoli pa imamo tudi petnajst tabličnih računalnikov,
ki jih lahko uporabljamo po dogovoru tudi v matičnih učilnicah,
kar je seveda zelo praktično. Priljubljena aplikacija za učenje
jezika je seveda zelo znan Duolingo (slika 5), ki omogoča učenje
več jezikov, pri nemščini pa izvajamo tudi medpredmetno
Slika 7: Primer napačnega prevoda v Google Prevajalniku
povezovanje, zato je Duolingo odlična pomoč pri primerjavi
besedišča več jezikov. Ker je tudi vizualno zelo privlačno Učencem je vedno na voljo brezplačni PONS slovar, trenutno
oblikovan, služi hkrati tudi kot dodatna motivacija. zelo kvaliteten in pregleden slovar v elektronski obliki, ki
zadostuje potrebam osnovnih in srednjih šol. Uporaba ni težka,
največ težav imajo učenci predvsem s kraticami ali okrajšavami,
zato se jim uporabo tega e-slovarja pojasni večkrat, za pomoč pa
imajo tudi zapiske v zvezku, kaj posamezni znaki predstavljajo.
Ker je pogosto uporaba e-slovarja PONS časovno zamudna, se
učenci premalo odločajo za samostojno delo z njegovo uporabo.
Pri nemščini imajo nekatere črke tudi preglase, zato se morajo
učenci naučiti tudi uporabe določenih simbolov na tipkovnici
(slike 8, 9 in 10).
Slika 5: Primer vprašanja v aplikaciji Duolingo
2.4 Google vs. PONS
Učenci se pri prevodih, še posebno daljših povedi z več
slovničnimi strukturami, pogosto zadovoljijo s hitro rešitvijo –
Googlovim prevajalnikom. Na pogoste napake v prevodu,
nesmiselne besedne zveze ter na splošno izraze brez pravega
pomena je učence potrebno opozoriti večkrat. Še vedno opažam,
nekaj narediti čez noč. Slika 8: Tipke za pomoč pri zapisovanju preglasov da se ga učenci prevečkrat poslužujejo, sploh takrat, ko je treba
Na slikah 6 in 7 sta prikazana primera, ko Google Prevajalnik
ne prevede pravilno in pogosto se zgodi, da so ti prevodi
nesmiselni. Največ napak je še vedno pri prevodih frazemov ali
Padlet,
Simple Mind,
Movie Maker,
www.iVerbs.de
Termania,
PowerPoint,
http://www.wdrmaus.de,
https://www.liveworksheets.com,
https://www.youtube.com
https://interaktivne-vaje.si
Izzivi pri nemščini so bili s pomočjo IKT poleg dejavnosti pri
pouku še naslednji:
prevodi v sklopu tematskih dni (januar 2024),
nastop v nemščini na Slomškovem tednu kulture (marec
2024) (slika 11),
organizacija ogledov na ekskurziji v Avstrijo z
nadarjenimi učenci, ki obiskujejo izbirni predmet
Slika 9: Primer prevoda s slovarjem PONS nemščina (april 2024)
sodelovanje na projektu Spodbujajmo prijateljstvo
(učenci so posneli kratke filme o prijateljstvu, maj
2024),
dopisovanje s šolo v Nemčiji preko elektronske pošte
(maj 2024),
organizacija poti in ogledov na ekskurziji v Celovec
(junij 2024) (slika 12).
Slika 11: Nastop učencev nemščine na Slomškovem tednu
Slika 10: Primer delnega prevoda pesmi s pomočjo PONS kulture
slovarja
2.5 Selbstgemacht (Narejeno samostojno)
Eden izmed ciljev uporabe IKT pri nemščini je torej
spodbujanje uporabe IKT naprav, ki jih imajo učenci v šoli na
razpolago v namene učenja jezika, hkrati pa tudi uporaba novih
ponujenih možnosti na spletu. S tem postanejo učenci vedno bolj
samostojni pri učenju in odločni v smislu, da se sami (tudi doma)
lotijo reševanja nalog brez učiteljeve pomoči. Učenci s tem, ko
naredijo nalogo sami (torej »selbstgemacht«), čutijo
zadovoljstvo, tudi ponosni so nase, naloga učitelja pa je, da
učencem poda kvalitetno povratno informacijo ter seveda
pohvalo za trud, ki ga je posamezen učenec vložil v delo.
Poleg že omenjenih možnosti, se učenci poslužujejo tudi
naslednjih spletnih orodij oziroma spletnih virov: Slika 12: Izlet v Celovec v samoorganizaciji učencev
3 ZAKLJUČEK
Z vsakimi generacijami mlajših učiteljev se v pouk vključuje
več IKT. Prav je tako, na nas ostalih pa je, da se prilagajamo
novim smernicam v digitalnem svetu ter jih na pozitiven način
izkoristimo otrokom in nam v prid. Posebna zahvala gre
ravnateljici OŠ Antona Martina Slomška Vrhnika ge. Sonji
Strgar za spodbudo, navdih, omogočanje uporabe IKT in
priložnost za naše vseživljensko učenje.
LITERATURA IN VIRI
[1] Kač, Lilijana: Smernice za uporabo IKT NEMŠČINA Ljubljana (2016).
Ministrstvo za šolstvo Zavod Republike Slovenije za šolstvo. Dostopno na
naslovu https://www.zrss.si/pdf/smernice-ikt-nem.pdf (5.8.2024)
[2] Lipovec A., M. Krašnja in I. Pesek, 2019. Izzivi in dileme osmišljene
uporabe IKT pri pouku. Univerzitetna založba Univerze v Mariboru.
[3] Digitalne kompetence za državljane. Osem ravni doseganja kompetenc in
primeri rabe. Dostopno na naslovu https://www.zrss.si/pdf/digcomp-2-1-
okvir-digitalnih-kompetenc.pdf (5.8.2024)
[4] Sio (n.d.) E-učbeniki. Dostopno na naslovu https://eucbeniki.sio.si
[5] Varno in spodbudno učno okolje. Zavod RS za šolstvo. Dostopno na
naslovu https://www.zrss.si/stiki-s-prakso/aktualno/varno-
spodbudnoucno-okolje (5.8.2024)
[6] ZRSS: Dvig digitalne kompetentnosti. Dostopno na naslovu
https://www.zrss.si/projekti/dvig-digitalne-kompetentnosti (5.8.2024)
[7] Kahoot. Dostopno na naslovu https://kahoot.com
[8] Pons. Dostopno na naslovu https://sl.pons.com/prevod
[9] Duolingo. Dostopno na naslovu https://www.duolingo.com/learn
[10] Preglasi kako jih zapisujemo. Dostopno na naslovu
https://www.adriatiqa.com/sl/preglasi-kako-jih-zapisujemo
[11] Kako napisati prijeglas (Umlaut) na našoj tipkovnici? - Pišite ä,ö,ü
Dostopno na naslovu https://www.youtube.com/watch?v=NyAsfVls3Yc
Understanding Factors Affecting Artificial Intelligence
Literacy among Higher Education Students
Silvia Torre Cambón Ines Kožuh
1 1 Faculty of Electrical Engineering and Computer Faculty of Electrical Engineering and Computer
Science Science
University of Maribor, Maribor, Slovenia University of Maribor, Maribor, Slovenia
2 2 University of A Coruña Faculty of Social Sciences
A Coruña, Spain University of Ljubljana
silvia.torre@student.um.si / Ljubljana, Slovenia
silvia.tcambon@udc.es ines.kozuh@um.si /
Ines.Kozuh@fdv.uni-lj.si
just education being transformed; AI is transforming the entire
ABSTRACT education sector. Gradually, intelligent systems are
In an era dominated by technological advancements, revolutionizing educational institutions at every level, including
understanding how Artificial Intelligence influences the digital primary and higher education, as well as adult and professional
literacy skills of the younger generation is crucial for educational learning. These systems aim to enhance human learning
and social development. The study aims to examine the effects experiences and facilitate the achievement of learning goals
of sociodemographic characteristics, digital literacy and patterns (Koravuna et al., 2020). Artificial Intelligence has also been
of using artificial intelligence tools on artificial intelligence referred to as the ability of a digital machine to carry out tasks
literacy. This study aspires to provide additional insights for commonly associated with intelligent beings. Its related
educators and artificial intelligence developers, while providing technologies are categorized into various branches, such as
awareness of implementing artificial intelligence technologies to Computer Vision, Speech, Machine Learning, Big Data, and
empower youth to navigate the digital landscape with proficiency, Natural Language Processing (Chiu, 2021; Chiu et al., 2022; Xia
responsibility, and ethical discernment. We employed an online et al., 2022, as cited in Xia et al., 2023). For this study, we will
survey questionnaire among higher education students in Spain. address AI in a broad sense, as a field of Computer Science that
The results revealed that individuals with higher self-reported solves different kinds of problems inspired by human
artificial intelligence literacy showed increased engagement with intelligence, and that may employ different technologies, such as
artificial intelligence tools in leisure and exam preparation. Neural Networks and Machine Learning, as the main ones. In
However, concluding about whether using these tools improves 1956, AI was defined as “the science and engineering of creating
artificial intelligence literacy requires further investigation. intelligent machines” (McCarthy, 2007, as cited in Su et al.,
2023). The primary purpose of these intelligent machines is to
KEYWORDS solve different kinds of problems via Natural Language Processing, Neural Networks, and Machine Learning (Mondal, Artificial Intelligence, higher education, artificial intelligence 2020, as cited in Su et al., 2023). literacy, frequency of usage In its initial conception, "literacy" referred to the capability to
articulate oneself and communicate through written language.
1 Recently, the concept of literacy has been extended to delineate INTRODUCTION skill sets across diverse disciplines, each possessing the capacity Over the past few years, various studies have been conducted to facilitate expression, communication, and access to in parallel with the ongoing development of Artificial knowledge. One example encompasses digital literacy. AI Intelligence (AI) (Xia et al., 2023). As this is a recent subject of literacy is a set of competencies that enable individuals to study, numerous aspects remain to be measured regarding these evaluate AI technologies critically, communicate and collaborate emerging technologies. The existing literature studies often effectively with AI, and use AI as a tool online, at home, and in overlook digital literacy as a crucial factor in AI literacy. In our the workplace. AI literacy is clearly related to other, previously study, we thus sought to examine how users' demographic defined literacies in related fields. These relationships manifest characteristics and habits of using contemporary technologies themselves in several ways; for instance, digital literacy is a affect AI literacy in university students. prerequisite for AI literacy, as individuals need to understand
how to use computers to make further use of AI (Long et al.,
2 2020). In addition to simply adopting the role of AI tool end users, THEORETICAL FRAMEWORK
AI literacy is a set of competencies that enables people to
AI is a field of Computer Science that focuses on creating evaluate, communicate, and collaborate effectively with AI
intelligent systems inspired by human intelligence. The diverse critically (Druga et al., 2021, as cited in Su et al., 2023). For this
applications of AI encompass a range of sectors, including study, we will address AI literacy as the knowledge and
medicine, manufacturing, and, notably, education. Thus, it is not
understanding of concepts related to Artificial Intelligence, and appropriately to topics they care about personally. They also had
the practical ability to use it to obtain specific desired goals. an opportunity to report whether they can leverage skills like
ethical thinking, creativity, empathy, and idea synthesis as they
create AI artefacts.
3 METHODOLOGY The frequency of using AI tools was measured with Likert-
A quantitative research approach was adopted in this study. type answer options, ranging from never to always (Never;
An online survey questionnaire was employed for data collection. Rarely, <11 times a year; Occasionally, 1-3 times a month;
Four research questions led our research: Frequently, 2-6 times a week; Always, >1 a day).
RQ1: What is the effect of sociodemographic
characteristics (age, gender, and level of studies) on AI 3.2 Sample
literacy? Our study focused on university students aged between 18
RQ2: What is the effect of digital literacy on AI and 25 years, aiming mainly at undergraduate and Master's
literacy? students (N=28).
RQ3: What is the effect of the level of interest in AI on Most respondents, constituting a significant 78.6% of the
AI literacy? surveyed group, fell within the age bracket of 19 to 25,
RQ4: What is the effect of the frequency of using AI representing a dominant age group in our study. The remaining
tools on AI literacy? 21.4% of respondents consisted of individuals aged 26 to 31.
Regarding gender, 46.4% of the participants were identified as
3.1 Measures and the measuring instrument female and 53.6% as male.
The measuring instrument was composed of three parts. The About the maximum level of studies achieved by the
first part was dedicated to demographic questions, the second to participants, the largest representation came from individuals
questions regarding digital literacy, and the third to questions with a Bachelor's degree, constituting 28.6% of the participants.
regarding AI. Following closely, 28.6% of the respondents had completed
Prior to developing the measuring instrument, we prepared a upper secondary education. Additionally, 21.4% of our sample
list of variables as follows: hold a Master's degree. There were also 21.4% of the participants who came from post-secondary non-tertiary education and Variables related to sociodemographic characteristics college or vocational training. (age, gender, level of studies)
Digital literacy 3.3 Procedure
Interest in AI
The data were collected online, mainly among students of the AI literacy
We used closed-ended questions with clear answer choices homework, exam preparation). Likewise, they had different backgrounds from different countries; this research may have also reached students from University of Maribor of which some were Erasmus students. Frequency of using AI tools (during free time,
for each category. For age, we provided ranges focusing on other universities, especially Spanish universities, and other
younger generations (less than 18 years,18– types of study centers, such as vocational training students. 25 years, 26 –
The online questionnaire was held from 9th January 2024
30 years, >31 years or more). We measured gender in 3 until 12th January 2024, and it was distributed by WhatsApp
categories (male, female, and other). We followed the links to different chats and groups following a convenience
international ISCED standards (UNESCO Institute for Statistics, sampling method. 2011) to measure the level of studies, allowing for comparisons
across regions. Digital literacy and interest in AI were self-
reported through seven statements with 5-point Likert-type 4 RESULTS
answer options ranging from 1 (Strongly Disagree) to 5 (Strongly
Agree). 4.1 RQ1: Effect of the sociodemographic
AI literacy was measured according to Williams et al (2023) characteristics on AI literacy
through the indicators as follows. Technical AI knowledge where To find an answer to the first research question, we analyzed students had an opportunity to express whether they can define the effects of gender, age, and level of studies on AI literacy (see AI, identify AI systems daily, and articulate what makes them AI. Table 1). Accordingly, we used a Mann-Whitney U Test. The The students also reported to what extent they had a practical results revealed a statistically significant difference between understanding of how AI algorithms (pertaining to each males and females ( U = 30, p = .002, Z = -3.14). Specifically, the curriculum) function, and what is the humans’ role in creating AI males had a higher mean rank (19.00) than females (9.31), systems. suggesting that they scored higher on AI literacy measures on Ability to think critically about the implications of AI allowed average. The results revealed no statistically significant students to report whether they can think critically about the difference in AI literacy between the 18–25 and 26–30 age potential benefits or harms of AI systems and their impact on groups ( p > .05). Likewise, the p-value for level of studies ( p = stakeholders. The students had also possibilities to report to what 0.32) indicated that there was no significant difference in AI extent they can reflect on and discuss ethical issues (e.g., fairness, literacy between people with pre-university studies and those privacy, and responsible design) as they relate to AI. with higher studies. Ability to apply AI knowledge allowed the students to report
to what extent they can employ their AI knowledge and skills
Table 1: Sociodemographic characteristics two groups (U = 26, p = .024, Z = -2.26). The students with a
high interest in AI had a higher mean rank (16.32) than those
Variable with a low interest in AI (7.83), suggesting they scored higher on Value N Mean Ranks
Gender AI literacy measures on average (see Table 4). Male 15 19
Female 13 9.31
Age 18-25 years 22 14.27 Table 4: AI literacy according to AI interest
26-30 years 6 15.33
Level of studies Pre-university 8 12.06
Variable Value N Mean Ranks
Higher studies AI interest Low interest 6 7.83 studies
20 15.48
High interest 22 16.32
4.2 RQ2: Effect of digital literacy on AI
4.4 RQ4: Effect of the frequency of using AI
Literacy
tools on AI literacy
(85.8%, A Mann-Whitney U test was conducted, to investigate the Analyzing the collected results, most of the participants
(see Table 2). relationship between the frequency of using AI tools during free n=24) had self-reported a high level of digital literacy
time or for exam preparation and participants' AI literacy levels.
The participants were categorized into two groups based on their
Table 2: AI literacy according to the digital literacy reported usage: "at least once a week" and "less than once a
week."
Variable Regarding the frequency of use of AI during free time, the Value N Mean Ranks
Digital literacy results revealed a statistically significant difference between both Low level 4 9.75
High level groups (U = 53, p = .04, Z = -2.07). Individuals who reported 24 15.29
using AI tools at least once a week had a higher mean rank
Following the Mann-Whitney U Test, the results did not (17.92) compared to those who used them less often (11.53),
reveal a statistically significant difference between students with suggesting higher AI literacy on average (see Table 5).
low and high levels of digital literacy (U = 29, p = .207, Z = -
1.261). Specifically, the students with high digital literacy had a Table 5: AI literacy according to the frequency of using AI
higher mean rank (15.29) than those with low digital literacy tools during free time (9.75), suggesting that they scored higher on AI literacy
measures on average. However, this difference was not Frequency N Mean Ranks statistically significant ( p > .05), indicating that other factors Less than once a week 15 11.53 might be influencing AI literacy that are not related directly to At least once a week 13 17.92 the levels of digital literacy assessed in this study.
The results suggest that participants exhibited relatively high
Regarding the frequency of use of AI for exam preparation,
levels of both digital and artificial literacy. The mean digital
the results revealed a statistically significant difference between
literacy score of 1.86 out of a maximum of 2 indicates a strong
the groups (U = 38, p = .031, Z = -2.16). The results revealed a
grasp of digital technologies. However, the mean artificial
higher mean rank in the group that reported the highest frequency
literacy score of 21.54 appears notably high considering the
of using AI tools for exam preparation (19.75), compared to
maximum possible value of 30 (see Table 3).
those who used them less often (12.40), suggesting higher AI
literacy on average (see Table 6).
Table 3: digital literacy and artificial literacy
Table 6: AI literacy according to the frequency of using AI
Variable Mean Standard Min. Max. tools for exam preparation
Deviation value value
literacy Less than once a week 20 12.40 Artificial 21.54 4.53 13.00 30.00 At least once a week Digital 4.50 0.84 2 5 Frequency N Mean Ranks 8 19.75
literacy
4.3 RQ3: Effect of the level of AI interest on AI 5 CONCLUSIONS
literacy This study aimed to examine the relationship between various
The descriptive data revealed an interest in AI among factors and AI literacy among higher education students.
respondents, with 78.6% expressing a strong interest. Specifically, it explored the impact of demographic factors,
Meanwhile, 21.5% of respondents expressed disinterest. digital literacy, interest in AI, and frequency of AI usage.
A Mann-Whitney U test was conducted to compare AI After assessing the sociodemographic variables pertinent to
literacy between students with high and low interest in AI. The RQ1, the results revealed a statistically significant difference
results indicated a statistically significant difference between the between males and females in AI literacy, suggesting that male
participants scored higher in AI literacy than women. According ACKNOWLEDGMENTS
to Long and Magerko (2020), diversity in the Computer Science This work would not have been possible without all the
workforce, including AI, remains a significant issue. In 2018, students who participated in the survey, and we extend our
80% of AI Professors and 71% of applicants for AI-related jobs gratitude for their contribution to the study. were men. This lack of diversity can influence the target users of
developed systems, a critical concern in AI, where biased REFERENCES
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expressed a high level of confidence in their abilities in both standard-classification-of-education-isced-2011-en.pdf
[6] Williams, R., Ali, S., Devasia, N. et al. (2023) AI + Ethics Curricula for
areas. Given that participants self-reported their AI literacy, there Middle School Youth: Lessons Learned from Three ProjectBased
is a likelihood of overestimation bias due to the Dunning-Kruger Curricula. International Journal of Artificial Intelligence in Education, 33,
325–383. https://doi.org/10.1007/s40593-022-00298-y
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often overvalue the capabilities of AI agents, possibly reflecting for kids around the world. FL2019: Proceedings Of FabLearn 2019.
a limited understanding of underlying AI technologies (Long and https://doi.org/10.1145/3311890.3311904
[8] Kožuh, I., Blekač, E., Čakš, P., & Lovrenčič Držanič, I. (2023). Exploring
Magerko, 2020). To enhance the reliability and validity of the digital literacy and the use of ChatGPT among students with disabilities.
data, future research should consider utilizing a combination of In Information Society: Proceedings of the 26th International
Multiconference Volume H (pp. 25-28) https://is.ijs.si/wp-
measurement techniques, to obtain a more accurate and objective content/uploads/2023/11/IS2023_Volume-H.pdf
measurement of the participants' actual AI knowledge and
genuine understanding.
Our findings indicate that students with a higher interest in AI
(RQ3) and those who frequently use AI tools (RQ4), especially
for exam preparation, may possess a higher level of AI literacy.
Regarding homework, the AI literacy levels was not statistically
significant as a factor in relation to the frequency of use of
Artificial Intelligence as an assistant with homework. Drawing
conclusions about whether using AI tools improves literacy or
individuals with higher literacy simply use them more requires
further investigation.
Our results are also limited by the small sample size. Further
research is needed to confirm causality (between digital literacy,
interest in AI, frequency of use and AI literacy), and consider
another factor as the area of knowledge of the participants in
which they are specialized.
AI can be a powerful educational tool, offering more
personalized learning experiences and improved accessibility.
Some studies support the importance of the inclusivity of
chatbots to facilitate the learning process, but AI tools also
present ethical dilemmas, such as biased results and an uncritical
use of information (Kožuh et al., 2023).
This research shows a small insight into the relationship of
young students with these new technologies. For further
research, it is also suggested that the uses and gratifications of
these technologies be explored in more depth, exploring which
type of AI is the most used by the population and students.
Pogovorno programerstvo:
pot do boljšega razumevanja izotopov
Conversational Programming:
A Better Understanding of Isotopes
Marina Trost
Gimnazija Vič
Ljubljana, Slovenija
marina.trost@gimvic.org
ostalimi (pretežno) naravoslovnimi predmeti, torej MINUT -
POVZETEK M(atematika) I(nformatika) N(aravoslovje) U(metnost)
V članku je opisujemo primer medpredmetne povezave T(ehnologija) predmete.
kemije in informatike, pri čemer razvijamo temeljna znanja obeh V okviru projekta:
predmetov. Pri tem izpostavimo dejstvo, da je zelo pomembno, • Se redno sestajamo na spletnih (ZOOM) sestankih in
da se kemik zna pogovarjati z informatikom. Predstavljena je izmenjujemo izkušnje
izvedba učnih ur v 1. letniku gimnazijskega programa. Dijaki so • Razvijamo gradiva, kjer se prepletata RIN in še en predmet
z izdelovanjem programa, s katerim so narisali • Se srečujemo na delavnicah
submikroskopsko predstavitev izotopske sestave elementa, bolje • Sodelujemo na konferencah: NAK, STEAMColab,
spoznali funkcije s parametri, tabele in uporabo modula. Z DigiDakta, VIVID
izdelavo lastne slike se jim je izboljšal uvid v zgradbo snovi. • Obiskujemo kolege iz drugih držav, ki poučujejo na
podoben način
KJUČNE BESEDE V sklopu projekta je nastalo že več kot 10 obravnav tem, določene pa so še v razvoju. Za več informacij o projektu se algoritmično razmišljanje, MINT, medpredmetno lahko obrnete na napoj@404.si povezovanje
ABSTRACT kemija 1.1 Povezovanje predmetov informatika in
The article describes an example of interdisciplinary
integration between chemistry and computer science, where Dijaki si težko predstavljajo submikroskopsko zgradbo snovi,
lessons in the first year of the gymnasium program is presented. dostopni na spletu. S povezovanjem teh dveh predmetov želimo pri dijakih utrditi By creating a program that draws a submicroscopic znanje obeh predmetov in v dijakih povzročiti vsaj majhen representation of an element's isotopic composition, students premik v zavedanju, da bodo v poklicu, ki si ga bodo izbrali, pa gained a better understanding of functions with parameters, naj bo kakršen koli, potrebovali sposobnost, da informatiku tables, and module usage. Creating their own image also razložijo kakšen program potrebujejo za rešitev nekega , recimo improved their insight into the structure of matter.. highlights the importance of a chemist being able to da bo vizualizacija še učinkovitejša, če si prikaze dijaki ustvarijo sami s pomočjo želvje grafike. Pri tem uporabijo podatke, ki so communicate with a computer scientist. The implementation of fundamental knowledge of both subjects is developed. It pri tem jim lahko pomagajo grafični prikazi. Predvidevali smo,
kemijskega problema. Za čim bolj učinkovito razlago
KEYWORDS potrebujejo tudi nekaj temeljnega znanja informatike.
Druga želja pri povezovanju je, da bi dijaki videli, da je
Computational thinking, STEM, multi-disciplinary teaching znanje enega predmeta uporabno in potrebno tudi pri drugem.
1.1.1 Ideja projekta
1 UVOD Dijaki že na osnovni šoli spoznajo izotope, na gimnaziji pa to
Učitelji informatike na gimnazijah pogosto iščemo še nadgradijo z računanjem relativne atomske mase elementov s
konkretnega primere iz vsakdanjega življenja ali vsaj iz vsebine pomočjo relativnih atomskih mas posameznih izotopov in
nekega drugega gimnazijskega predmeta, kjer si lahko njihove pojavnosti v naravi. Izkaže se, da ima veliko dijakov
pomagamo z znanji računalništva in informatike. Ker vstopamo težave s submikroskopsko predstavo izotopske sestave, zato jim
v vedno bolj razvijajočo se digitalno družbo, je za šole postalo pri tem lahko pomaga grafičen prikaz za vsak element posebej,
nujno, da se prilagodijo in opremijo prihodnje generacije s ki ga lahko s pomočjo želvje grafike naredijo sami.
potrebnimi znanji in spretnostmi. [2] V projektu NAPOJ MINUT Pri poučevanju informatike na gimnaziji želimo dijakom
se povezujemo učitelji računalništva in informatike (RIN) z omogočiti pridobivanje temeljnih znanj računalništva in
informatike. Zato jih učim programiranja, pri čemer je primer v program. Vsak par dijakov je izbral svoje barvne sheme in,
risanja grafične predstavitve odličen za utrjevanje številnih glede na pridobljene podatke, zapisali zanko, ki je generirala
konceptov programiranja. Naloga vključuje uporabo funkcij s tabelo z ustreznim številom barv. Za naključno premešanje barv
parametri, tabel in modula random. so uporabili funkcijo shuffle iz modula random.
Na slikah 2 in 3 sta primera izdelkov dveh dijakov. Večina
dijakov se je odločila za izris v obliki piramide, nekateri pa so
izbrali drugačne geometrijske oblike, na primer kvadrat.
Slika 1: Zn
2 O PROJEKTU
2.1 Operativni učni cilji
V sklopu projekta smo zastavili naslednje učne cilje.
Dijaki bodo:
• sposobni razviti algoritem v psevdo kodi,
• sposobni razmišljati o potrebnih iteracijah zanke in
ustrezno prilagoditi algoritem,
• sposobni zapisat funkcijo v programskem jeziku,
• sposobni zapisat tabelo in elemente z uporabo modula
random naključno premešat, Slika 2: primer kode programa (Mg)
• spoznali osnovne ukaze grafične knjižnice,
• znali bodo pojasniti, kako se izotopi istega elementa
razlikujejo glede na atomsko maso, kljub enakim
kemijskim lastnostim,
• znali bodo interpretirati grafični prikaz izotopske sestave
elementov.
2.2 Načrtovanje projekta
Pred samo izvedbo projekta medpredmetnega sodelovanja je
pomembno, da se učitelji uskladimo, kakšno mora biti
predznanje dijakov pri vseh sodelujočih predmetih. S tem
Pogosto se pokaže, da so potrebne manjše prilagoditve v Slika 3: primer izdelka (Ti) določimo tudi časovne okvire v katerih lahko izvedemo projekt.
programih posameznih predmetov, kot tudi morebitno
Za izvedbo projekta pri kemiji ni bilo potrebnih dodatnih ur,
spremembo operativnih učnih ciljev projekta.
saj je bila vsebina že vključena v redni učni načrt. Prav tako so
elementa enaki oziroma, da ima večina elementov vsaj dva ali bile aktivnosti pri informatiki v skladu z učnim programom. Pri pouku kemije so se dijaki naučili, da niso vsi atomi istega
Celoten projekt je obsegal približno 5 učnih ur, vendar niso bile
več izotopov. V okviru pouka informatike smo najprej
izvedene v neprekinjenem zaporedju, saj smo vmes potrebovali
obravnavali temeljne koncepte programiranja, vključno z
dodatne vaje za utrjevanje osnov funkcij in tabel. Projekt je bil
zaporedjem ukazov, uporabo spremenljivk in zankami.
uspešno izveden v dveh različnih razredih.
Nadaljevali smo z osnovami želvje grafike in funkcijo za izris
Pri utrjevanju tabel in funkcij smo uporabljali pripravljene
kroga.
naloge iz projekta Tomo [3]. Dodali smo tudi nekaj novih nalog,
2.3 ki smo jih potrebovali med projektom. Izvedba
Skupaj smo zasnovali algoritem za izris prve vrstice krogcev
brez barv. V naslednji učni uri so dijaki v parih ta algoritem 3 REFLEKSIJA
implementirali v programskem jeziku Python. Nekateri Med izvajanjem aktivnosti se je pokazalo, da dijaki zelo naprednejši dijaki so program razširili na več vrstic, vendar sprva dobro sledijo procesu izdelave algoritma, kadar ga razvijamo nihče ni uporabil funkcij. Funkcijo smo definirali v kasnejši fazi skupaj. V drugem razredu sem preizkusila drugačen pristop: z in jo uporabili za izris celotne slike, pri čemer so dijaki spoznali dijaki smo sprva ustno načrtovali izris ene vrstice krogcev, nato uporabnost funkcij in pomen smiselne uporabe parametrov. pa so dijaki v parih samostojno zapisali algoritem. V naslednji V nadaljevanju smo se posvetili barvanju krogcev, kar je učni uri smo zapise algoritmov zamenjali med pari, tako da je zahtevalo definiranje tabel in postopek za izračun deleža vsak par dobil algoritem od sošolcev, njihova naloga pa je bila, izotopov v ustrezno število krogcev. da ta algoritem implementirajo v programskem jeziku Python. Dijaki so na ustrezni spletni strani pridobili podatke o Izkušnja je pokazala, da je bila ta naloga za mnoge dijake izotopski sestavi izbranega elementa [1], ki so jih nato vključili
pretežka. Nekateri so zapisali svojo različico algoritma, medtem kaže na uspešnost medpredmetnega pristopa pri izboljšanju
ko so bili drugi zmedeni in niso uspeli sestaviti niti svojega niti njihovega dojemanja predmeta.
sošolčevega algoritma. Na koncu ure smo zato skupaj zapisali
eno izmed možnih rešitev.
Po izvedbi aktivnosti smo se temeljito posvetili analizi anket,
ki so jih dijaki izpolnili pred in po aktivnosti. Rezultati
predhodnih anket so pokazali precejšen skepticizem in
nezainteresiranost dijakov glede povezovanja različnih
predmetov, kar je izpostavilo izziv pri vzpostavljanju
pozitivnega odnosa do interdisciplinarnega pristopa. Dijaki so
sprva izražali dvome o smiselnosti in uporabnosti tovrstnega
načina dela. To je potrdilo naše prepričanje o potrebnosti
dodatnih prizadevanjih za izboljšanje njihovega dojemanja
koristi takšnega poučevanja.
Slika 6: Oceni svoj odnos do predmeta, kjer boste uporabili
računalništvo (kemija, fizika ...)
Po aktivnosti je sicer odgovarjalo malo manj dijakov, vendar
jim je predmet bolj zanimiv, manj težak ipd.
Podrobnosti se vidijo na sliki 7.
Slika 4: Bi rad(a), da se tak pristop k snovi, ki ga boste
izvedli (prepletanje "druge" snovi in računalništva) še
večkrat izvaja
Kljub temu so povratne informacije po izvedeni aktivnosti
pokazale premik v razmišljanju dijakov, saj so nekateri
prepoznali vrednost v povezovanju različnih disciplin in izrazili
večje zanimanje za tovrstne projekte v prihodnje.
Slika 7: Oceni svoj odnos do predmeta, kjer ste uporabili
računalništvo (kemija, fizika ...)
Z veseljem opažamo, da so odgovori dijakov na vprašanja o
pridobljenih izkušnjah iz te aktivnosti v večini primerov
spodbudni, čeprav je na to vprašanje odgovorilo le 15 dijakov.
Le dva dijaka sta izrazila negativno mnenje, navajajoč, da jim je
Slika 5: Bi rad(a), da se tak pristop k snovi, ki ste ga izvedli tovrstna aktivnost povzročala več zmede in stresa. Nasprotno pa je 12 dijakov prepoznalo več prednosti, kot so: pridobitev (prepletanje "druge" snovi in računalništva) še večkrat dodatnega znanja, globlje razumevanje snovi, nov pristop k izvaja?
reševanju problemov in bolj zanimiv pouk. Posebej zanimiv je
Dijaki so ocenili, da je uporaba računalništva pri kemiji bil komentar enega izmed dijakov, ki je predlagal, da bi bilo
zapletena in težka, pri čemer so navedli, da je tak pristop koristno prilagoditi zahtevnost programov glede na predznanje
nerazumljiv, nesmiseln in včasih celo nemogoč. Le 10 od 51 dijakov, saj je to med njimi precej različno.
dijakov je izrazilo pričakovanja, da bodo pridobili novo znanje,
poglobljeno razumevanje obeh predmetov in da bo delo tudi
zabavno. Po izvedbi projekta se je mnenje, da je računalništvo 4 ZAKLJUČEK
zahtevno, še okrepilo, kar je bilo v nasprotju z našimi začetnimi Medpredmetno povezovanje kemije in informatike se je
predvidevanji. Po premisleku pa smo ugotovili, da je to izkazalo kot koristna strategija za poglabljanje razumevanja tako
pričakovano, saj so dijaki poleg osnov programiranja, s katerimi kemijskih kot tudi računalniških konceptov. Z aktivnostmi, kjer
so se srečali pred projektom, morali obvladati tudi naprednejše so dijaki ustvarjali grafične predstavitve izotopske sestave
koncepte, kot so tabele in funkcije. elementov, smo uspeli doseči več ciljev. Ne samo, da so dijaki
Pokazalo se je, da se je odnos dijakov do kemije po izvedbi poglobili svoje razumevanje kemije in informatike, temveč so se
aktivnosti pozitivno spremenil. Medtem ko so bili odgovori pred tudi spoprijeli z izzivom uporabe programiranja kot orodja za
aktivnostjo, prikazani na sliki 6, bolj zadržani in negativni, so reševanje kemijskih problemov.
rezultati po aktivnosti, prikazani na sliki 7, pokazali izboljšanje. Rezultati ankete so pokazali, da kljub začetnemu skepticizmu,
Dijaki so kemijo dojemali kot bolj zanimivo in dostopno, kar ki so ga dijaki izražali pred izvedbo projekta, večina po izvedbi
ceni prednosti takega integriranega pristopa. Pozitiven premik v
odnosu dijakov do kemije in informatike nakazuje na
pomembnost nadaljevanja in razvijanja podobnih projektov, pri
čemer je ključno prilagajanje zahtevnosti nalog glede na različno
predznanje dijakov.
Kljub izzivom, kot je občutek povečane težavnosti
informatike, je medpredmetno povezovanje smiselno, saj
izboljša njihovo razumevanje učnih vsebin, kar je tudi eden
izmed dolgoročnih ciljev projekta NAPOJ MINUT.
Pomemben poudarek projekta ostaja na sposobnosti dijakov,
da s pomočjo temeljnih znanj informatike in naravoslovja
prepoznajo uporabnost enega predmeta pri drugem, kar je
bistveno za njihovo prihodnjo poklicno pot, kjer bodo morali
znati komunicirati z različnimi strokovnjaki, vključno z
informatiki. Med načrtovanjem in izvedbo projekta je bilo
potrebno veliko pogovorov med učiteljem informatike in
učiteljem kemije, da sva se pravilno razumeli. Zadnjo uro pouka
v tem projektu sva bili pri pouku informatike prisotni obe
učiteljici, da smo zadevo zaključili z obeh zornih kotov.
Nadaljnje raziskave in izboljšave pri medpredmetnem
povezovanju lahko še naprej prispevajo k boljšemu
izobraževalnemu procesu in pripravijo dijake na izzive digitalne
dobe.
Vse navedeno poudarja potrebo po poglobljenem in
kontinuiranem razvoju medpredmetnih povezav, ki dijake ne le
učijo vsebin, ampak tudi razvijajo pomembne veščine, kot so
algoritmično razmišljanje, kritično mišljenje in
interdisciplinarno sodelovanje.
VIRI
[1] Atomic Weights and Isotopic Compositions for All Element (avgust,
2024) DOI: https://physics.nist.gov/cgi-
bin/Compositions/stand_alone.pl?ele=&all=all
[2] Bridging the Gap: Infusing Natural Science Classes with Computer
Science Concepts and Skills - na koncu Springer proceedings
(doi:10.1007/978-3-031-44900-0)
[3] M. Pretnar, „Spletna storitev za poučevanje programiranja,“ v Vzgoja in
izobraževanje v informacijski družbi – VIVID 2014 , Kranj: Fakulteta za
organizacijske vede, 2014
Z umetno inteligenco nad domače branje
Artificial Intelligence on Top of Home Reading
Eva Traven
OŠ Predoslje Kranj, Slovenija
eva.traven@guest.arnes.si
izkoristimo potencial umetne inteligence (UI) za izboljšanje učne
POVZETEK izkušnje. Umetna inteligenca je namreč že močno prisotna v
V prispevku je predstavljen primer iz prakse, in sicer življenju učencev, zato je ključno, da prepoznamo njen potencial
obravnava domačega branja pri pouku slovenščine s pomočjo za ustvarjalno in učinkovito poučevanje. V članku je predstavljen
umetne inteligence. Cilj dejavnosti je, poleg predpisanih ciljev primer iz prakse, in sicer uporaba umetne inteligence in
učnega načrta, razvijati tudi različne spretnosti in sposobnosti pri digitalnih platform za spodbujanje aktivnega branja in povečanje
učencih, npr. komunikacijske, informacijske in raziskovalne, literarne ter digitalne pismenosti med učenci. Obravnavali bomo
hkrati pa vzpostavljati pozitivno izkušnjo z literaturo in s tem pri primer praktične uporabe teh tehnologij in njihov potencial za
učencih vzbujati zanimanje za branje. S sodobnim pristopom ter izboljšanje učne izkušnje pri pouku.
približevanjem zanimanjem in trendom mladih lahko učitelji
pouk književnosti naredijo učencem privlačen. Učenci so za rabo 2 RABA UI PRI SLOVENŠČINI različnih tehnologij v zasebni rabi, tako za komunikacijo kot
zabavo, zelo motivirani. Vse te nove tehnologije imajo lahko tudi Marija Žveglič v svojem raziskovanju rabe IKT pri pouku
v šoli veliko moč, če so kakovostno osmišljene in povezane s cilji slovenščine ugotavlja, da so učenci v prostem času zelo
in vsebinami učenja. motivirani za rabo različnih tehnologij, tako na ravni
komunikacije kot tudi zabave; zastavlja pa se vprašanje, ali
KLJUČNE BESEDE zmoremo njihovo zasebno navdušenost na šolskem polju
Keywords in the language of the paper separated by commas kakovostno osmisliti ter povezati s cilji in z vsebinami učenja oz.,
ali smo glede na dejstvo, da je tehnološki razvoj v velikem
ABSTRACT zagonu, pripravljeni premisliti in prevrednotiti obstoječo
artificial intelligence into Slovenian language classes to support This article presents a practical example of integrating tehnologij [1]. Kot poudarja učni načrt za slovenščino (2019), se pedagoško prakso v luči ustvarjalne in učinkovite rabe novih
razvijanje digitalne zmožnosti povezuje z razvijanjem
home reading assignments. In addition to the prescribed sporazumevalne zmožnosti v slovenskem jeziku. Poleg spletnih
curriculum objectives, the aim of this activity is to develop učnih okolij, kot so forum, klepetalnica, uporaba anket ali drugih
various skills and abilities in students, such as communication, odzivnih sistemov za razne oblike preverjanja, videokonferenca
information literacy, and research skills. Furthermore, it seeks to za sodelovalno učenje itd., učni načrt omenja tudi uporabo
establish a positive experience with literature, thus fostering an družabnih omrežij, ob čemer naj učitelj učence tudi ozavešča o
interest in reading among students. By adopting a modern odgovornem poseganju v splet in o odgovorni rabi informacijske
people, teachers can make literature lessons more appealing. Uvajanje umetne inteligence v izobraževanje je prineslo Students are highly motivated to use different technologies in številne spremembe in priložnosti za izboljšanje izobraževalnega approach that aligns with the interests and trends of young tehnologije ter jih uči, kako lahko sami prispevajo za splet [2].
their private lives for both communication and entertainment. procesa. Z umetno inteligenco lahko razvijemo bolj prilagojene When thoughtfully integrated and aligned with learning in personalizirane učne dejavnosti, ki ustrezajo individualnim objectives and content, these new technologies can also hold potrebam učencev [4]. Kljub hitremu vdoru umetne inteligence great potential in the classroom. v naše učilnice, priložnosti, ki jih bo le-ta ustvarila za naše šole,
daleč presegajo tveganja, ki jih te tehnologije prinašajo.
KEYWORDS Prilagajanje šolstva UI je velik izziv, vendar lahko z ustrezno
Slovenian language, literature, home reading, artificial znanjem in veščinami učitelji pristopijo k temu novemu obdobju
inteligence, Chat GPT pripravljeni, da se osredotočijo na to, kar najbolje delajo:
poučevanje naših učencev. Kljub temu pa moramo, tako kot pri
1 UVOD prilagajamo našo prakso in pedagogiko v odzivu na umetno vsakem hitrem razvoju, skrbno premisliti, kako, kdaj in zakaj
inteligenco. V mnogih primerih namreč lahko umetna inteligenca
V sodobnem izobraževalnem okolju se učitelji nenehno izboljša naše obstoječe prakse in nam tako pomaga učinkoviteje
soočamo z izzivom motiviranja učencev za branje. V kontekstu doseči naše izobraževalne cilje [3].
poučevanja slovenščine se pojavlja vprašanje, kako lahko
V začetku poletja 2024 je Ministrstvo za šolstvo RS objavilo ga kot orodje za pomoč učencem pri oblikovanju obnov
predlog nacionalnega programa vzgoje in izobraževanja 2023- prebranih zgodb. Učenci so najprej prebrali knjigo in nato s
2033. Nacionalni program digitalni pismenosti namenja nekaj pomočjo Chat GPT ustvarili obnove posameznih zgodb.
pozornosti, vendar pri tem vsebine umetne inteligence umešča Predhodno branje izhodiščnih besedil je bilo pri tem pomembna
predvsem v srednje šole [5]. Ker pa se otroci z njo srečajo že osnova, saj so učenci le ob natančnem poznavanju vsebine lahko
dosti prej, vsaj z razvpitim Chatom GPT, bo dobrodošel kritično presojali rezultate, ki so jih dobili z uporabo UI. Med
razmislek, kako jim predstaviti delček teh vsebin tudi že v samo dejavnostjo v računalniški učilnici so bili zato razdeljeni v
osnovni šoli. Primer takšne aktivnosti podajamo v nadaljevanju. manjše skupine, da so lahko med sabo primerjali razumevanje
Domače branje je sestavni del pouka slovenščine, ki ga vsebine knjige in dobljenih rezultatov. Vsaka skupina je imela
številni učenci dojemajo kot nepotrebno breme. Kljub velikim nalogo v Chat GPT kopirati celotno zgodbo posameznih enot
prizadevanjem učiteljev, da bi literaturo približali učencem in jih izbrane knjige (obe književni deli sta v celoti objavljeni na
navdušili za branje, se pogosto zgodi, da učenci ne izpolnijo platformi Wikivir) ter od Chata zahtevati njeno obnovo. Dobljeni
pričakovanj. Namesto da bi se poglobili v knjige in jih prebirali rezultati so se od skupine do skupine precej razlikovali, nekatere
z zanimanjem, se mnogi odločijo za prepisovanje obnov, kar vodi obnove so bile precej dobre, druge bistveno manj, kar nam je
do slabih rezultatov na testih preverjanja znanja in občutka služilo tudi kot iztočnica za pogovor o napakah in pasteh uporabe
neuspeha tako pri učitelju kot pri učencih. Učitelji se pogosto Chat GPT. Ta pristop je učencem omogočil, da so se osredotočili
soočamo z izzivom, kako učence motivirati za branje, da bi na ključne elemente zgodbe in razvijali svoje sposobnosti analize
dosegli boljše razumevanje literature in bogatejšo izkušnjo in sinteze informacij. Po ustvarjanju obnov so učenci nato svoje
branja. delo predstavili s pomočjo spletne platforme Book Creator, ki
Pomanjkanje motivacije za branje med učenci je velik izziv, omogoča enostavno oblikovanje digitalnih knjig. Aplikacija
zato je še toliko bolj pomembno, da se učitelji slovenščine omogoča učiteljem in učencem, da na preprost način ustvarjajo
trudimo domače branje narediti čim bolj privlačno. Veliko truda in delijo interaktivne knjige. Deluje na različnih napravah,
in energije je potrebno, da učencem poleg obveznih kanonskih vključno s tablicami, prenosnimi računalniki in mobilnimi
del ponudimo tudi literarna dela, ki so jim po vsebini bližja in telefoni. Uporabniki lahko v svoje knjige vključijo različne
zanimivejša, ter jih obogatimo z dejavnostmi, ki jih naredijo multimedijske vsebine, kot so besedilo, slike, video posnetki,
privlačnejše in je tako obravnava literarnih del čim bolj raznolika zvok in risbe.
in inovativna. V razredu uporabljamo različne metode in pristope, Platforma podpira vlečenje in spuščanje, kar olajša urejanje
ki vključujejo interaktivne dejavnosti, diskusije, igranje vlog in strani in dodajanje vsebin. Ena od pomembnih funkcij je možnost
kreativno pisanje. Pri obravnavi knjig pogosto posegamo tudi po sodelovanja, kar pomeni, da lahko več učencev hkrati dela na isti
sodobnih orodjih in tehnologijah, kar omogoča bolj dinamično in knjigi, kar spodbuja timsko delo. Book Creator ponuja tudi
zanimivo učno izkušnjo. Na primer, uporabljamo digitalne številne predloge, ki uporabnikom pomagajo začeti ustvarjanje
platforme za skupinsko delo, spletne kvize za preverjanje znanja knjig (slika 1). Učitelji lahko nadzorujejo in upravljajo delo
in multimedijske vire za poglobljeno razumevanje konteksta svojih učencev, dodeljujejo naloge ter ocenjujejo njihovo delo
literarnih del. neposredno na platformi. Platforma podpira tudi izvoz knjig v
S takim pristopom želimo učencem približati literaturo na formate PDF in ePub, kar omogoča enostavno deljenje in tiskanje.
način, ki je zanje bolj dostopen in zanimiv. Verjamemo, da je Brezplačna različica omogoča osnovno uporabo platforme z
ključ do uspeha v prilagodljivosti in inovativnosti pri poučevanju, določenimi omejitvami, medtem ko plačljive različice ponujajo
saj lahko s tem pripomoremo, da bodo učenci razvili ljubezen do dodatne funkcionalnosti in zmogljivosti.
branja in literarne kulture. Na ta način dosežemo, da domače Vsak učenec je s pomočjo omenjenega programa oblikoval
branje postane manj obremenjujoče in prijetnejše doživetje za svojo digitalno knjigo, ki je vključevala obnovo zgodbe in
vsakega učenca, kar bo dolgoročno prispevalo k njihovemu ilustracije. Pri tem smo šli še korak dlje, saj smo slike ustvarjali
celostnemu razvoju in izobraževanju. s pomočjo programa Microsoft Copilot Designer (prej Bing
Image Creator). Gre za orodje, ki uporablja umetno inteligenco
za ustvarjanje slik na podlagi besedilnih opisov. Temelji na
3 PRIMER IZ PRAKSE tehnologiji DALL-E, ki jo je razvilo podjetje OpenAI. Designer
3.1 Domače branje malo drugače Microsoftovim računom. Ustvarjanje slik je učencem omogočilo, je brezplačno dostopen, vendar je potrebna prijava z
Med deli, ki se jih učenci za domače branje lotijo z manj da so vizualno predstavili svoje razumevanje zgodb. V program
navdušenja, sta deli iz obdobja slovenskega realizma, zbirki slik so vnesli opis slike, ki so jo želeli ustvariti. Opis je lahko
Med gorami Ivana Tavčarja ter Kmetske slike Janka Kersnika. vključeval podrobnosti o predmetih, okoljih, barvah in slogih. Za
Ker gre za starejša literarna dela, jim pri branju dela težave že dejavnost je bilo potrebno nekoliko več časa, kot smo načrtovali,
sam jezik, prav tako pa jim zgodbe niso blizu zaradi povsem saj so učenci potrebovali veliko pomoči pri ustvarjanju
drugačnega izkušenjskega sveta. V iskanju možnosti, kako kvalitetnih ukazov za generiranje slik. Nekaj dela, predvsem
spodbuditi učence k aktivnemu branju in sodelovanju, smo se uvodno seznanjanje z obema aplikacijama, smo zato opravili
osredotočili na inovativen pristop s pomočjo umetne inteligence. skupaj, v računalniški učilnici, učenci pa so svoje izdelke nato
dokončali doma. Ob zaključni uri smo si nato skupaj ogledali
3.2 Potek dejavnosti predstavitve izdelkov ter si v pogovoru izmenjali mnenja ter vtise
Chat GPT je napreden jezikovni model, ki omogoča o izvedeni dejavnosti in uporabljenih AI pripomočkih.
generiranje koherentnih in informativnih besedil. Uporabili smo
Slika 1: »Knjižnica« v programu Book Creator
4 Zaključek
Uporaba umetne inteligence v okvirih programov Chat GPT,
Book Creator in Copilot Designer je učencem omogočila, da so
se na kreativen in interaktiven način poglobili v literarno delo ter
hkrati razvijali veščine digitalne pismenosti in kreativnega
izražanja. Tak pristop spodbuja aktivno učenje in povečuje
motivacijo učencev za sodelovanje pri domačem branju, saj jim
omogoča, da literaturo doživijo na sodoben in zanimiv način.
Dodano didaktično vrednost opisane dejavnosti vidimo
predvsem v drugačnem pristopu, ustvarjanje je bilo učencem
zabavno, saj se jim je pri tem utrnilo ogromno idej, hkrati pa smo
ure pouka izkoristili tudi za osveščanje ter pogovor o etičnih
vidikih in pasteh uporabe umetne inteligence pri šolskem delu.
LITERATURA IN VIRI
[1] Žveglič, Marija, 2012: Umeščanje informacijsko-komunikacijskih
tehnologij v osnovni šoli in gimnaziji, Slovenščina v šoli 15/2, 13–24.
[2] Slovenščina, učni načrt: Ministrstvo za izobraževanje, znanost in šport,
Zavod RS za šolstvo, 2018, str. 76–77. Dostopno na naslovu:
http://mizs.arhiv-
spletisc.gov.si/fileadmin/mizs.gov.si/pageuploads/podrocje/os/prenovljen
i_UN/UN_slovenscina.pdf.
[3] Shah, P.: AI and the Future of Education: Teaching in the Age of Artificial
Intelligence. 2023. Dostopno na naslovu:
https://books.google.si/books?id=QkrUEAAAQBAJ
[4] Limna, Pongsakorn et al: A Review of Artificial Intelligence (AI) in
Education during the Digital Era (July 2022). Dostopno na
naslovu: https://ssrn.com/abstract=4160798
[5] Nacionalni program vzgoje in izobraževanja za obdobje 2023-2033:
predlog. Dostopno na:
https://www.gov.si/assets/ministrstva/MVI/Dokumenti/Nacionalni-
program-vzgoje-in-izobrazevanja-za-obdobje-2023-2033-predlog.pdf
[6] Obogateno s pomočjo umetne inteligence (slikovno gradivo).
Uporaba orodja OneNote pri delu z učencem z več
motnjami: študija primera
Using OneNote to Work with a Student with Multiple
Disabilities: Case Study
Lara Valentinčič
Osnovna Šola Kozara Nova Gorica
Nova Gorica, Slovenija
lara.valentincic@os-kozara.si
potrebami in omogočajo njihov optimalen razvoj, kot to
POVZETEK izpostavljata Navodila za izobraževalne programe s prilagojenim
Učenci s posebnimi potrebami se v šolskem prostoru pogosto izvajanjem in dodatno strokovno pomočjo za devetletno osnovno
srečujejo z ovirami, zato potrebujejo prilagoditve časa, prostora, šolo ter Zakon o usmerjanju otrok s posebnimi potrebami [1, 2].
pripomočkov, načina poučevanja in učenja ter preverjanja in Pri poučevanju učencev z več motnjami je pomembno, da učni
ocenjevanja znanja. Še posebno pozornost moramo temu proces prilagodimo vsakemu posamezniku, njegovim težavam
namenjati pri delu z učenci z več motnjami. V prispevku ter močnim področjem. Z upoštevanjem načel personalizacije in
predstavljamo primer uporabe digitalnega zvezka znotraj orodja diferenciacije učno snov učencu posredujemo na način, ki mu
OneNote pri poučevanju učenca z več motnjami v razredu, pri ustreza [3]. Eden izmed načinov je tudi uporaba informacijsko-
urah dodatne strokovne pomoči in doma. OneNote omogoča komunikacijske tehnologije. Ta si vedno bolj vtira pot v šolo in
hkratno sodelovanje strokovnih delavcev ter ponuja učinkovita v pouk. Učitelji so v zadnjih letih bolje seznanjeni z različnimi
orodja za učenčevo lažje spremljanje pouka ter šolsko delo. aplikacijami in računalniškimi orodji ter jih uporabljajo pri
svojem delu. Premisliti pa je potrebno še, kako ta orodja narediti
KLJUČNE BESEDE bolj dostopna za učence z različnimi posebnimi potrebami in kakšne možnosti ponujajo, da se lahko tudi ti enakovredno OneNote, digitalni zvezek, posebne potrebe, učenec z več vključujejo v pouk. motnjami V prispevku bomo predstavili poučevanje učenca z več
ABSTRACT znotraj orodja OneNote. motnjami, ki pri pouku uporablja računalnik in digitalni zvezek,
Students with special needs often encounter obstacles in the
school environment, so they need adaptations of time, space,
learning aids, teaching and learning methods, and knowledge 2 PREDSTAVITEV UČENCA TER UVEDBA
assesment. We have to pay special attention to this when working RAČUNALNIKA with students with multiple disabilities. In this paper, we present
Učenec zaradi kombinacije gibalne oviranosti, okvare vidne
an example of the use of a digital notebook within the OneNote
funkcije ter govorno-jezikovnih motenj izkazuje težave na
tool when teaching a student with multiple disabilities in the
področju:
classroom, during additional professional help, and at home.
OneNote enables the simultaneous collaboration of professionals - motorike, grafomotorike, koordinacije oko-roka:
and offers effective tools for the student's easier following of učenčeva pisava je slabše čitljiva, pri zapisu je
lessons and school work. počasnejši, potrebuje veliko prostora, težje prikliče
oblikovanost posameznih črk, za pisanje potrebuje
KEYWORDS veliko energije, njegova drža je pri tem pogosto
OneNote, digital notebook, special needs, student with neustrezna;
multiple disabilities - vidnega zaznavanja: več časa potrebuje za
osredotočanje pogleda na detajle, vidno polje je
zooženo, več napora vlaga v branje, težje preklaplja
1 UVOD pogled med zapisom na šolski tabli ter zapisom v
Učenci s posebnimi potrebami so raznolika skupina otrok in zvezku ali učbeniku;
ki jih ovirajo pri doseganju optimalnih rezultatov v šolskem opravilo, zato velikokrat težje sledi učiteljevi razlagi; - govora in jezika: več časa potrebuje za priklic besed, okolju. Eno izmed pomembnih načel za vzgojo in izobraževanje mladostnikov, pri katerih je pogosto prepletanje različnih težav, - pozornosti: pozornost zmore osredotočati na eno
učencev s posebnimi potrebami je tudi zagotavljanje ustreznih prisotna so mašila, upočasnjeno je jezikovno
pogojev, ki so osnova za uspešno učenje otrok s posebnimi procesiranje.
Učenčeva močna področja predstavljajo splošna razgledanost,
matematične spretnosti, ima bogat besedni zaklad in dobro
razvito slušno pozornost in pomnjenje. Učenec z ustreznimi
prilagoditvami dosega dobre učne rezultate. Z odločbo o
usmeritvi mu pripada spremljevalec za nudenje fizične pomoči.
V četrtem razredu smo pričeli z uvajanjem računalnika v
učenčevo delo. Pri poučevanju in delu z učenci z gibalno
oviranostjo se računalnik pogosto omenja kot pripomoček, ki
omogoča samostojnejše funkcioniranje, uspešnejše učenje in
enakovredno vključevanje v izobraževalne programe [1, 4].
Učencu smo z uporabo računalnika želeli olajšati izdelovanje
zapiskov, saj se pri uporabi tipkovnice izognemo priklicu oblike
črke in motorični izvedbi zapisa. Posledično smo želeli vplivati
na učenčevo držo za mizo, ki je bila pogosto pretirano sključena.
S projeciranjem vizualnega gradiva, ki ga je pripravil učitelj, na Slika 1: Odseki in strani v digitalnem zvezku
besedila poslušal namesto bral. Spoznaval je elektronske delovne domačem delu in učenju. Učenec je možnosti OneNote preizkusil pri individualnih urah dodatne strokovne pomoči, v zvezke, ki jih je izpolnjeval s pomočjo urejevalnika PDF razredu pa jih je uporabljal ob pomoči spremljevalca. dokumentov in s tem lažje povečeval vizualna gradiva ter imel Učitelji so pred učno uro v zvezek dodajali povzetke snovi, dovolj prostora za zapis na za to predvidena mesta. večpredstavnostne vsebine, kot so slike, videoposnetki, zvočni Učenec je z računalnik najprej začel delati v individualni posnetki (slika 2), učne liste, navodila za delo v času učenčeve situaciji, v okviru ur dodatne strokovne pomoči ob vodenju daljše odsotnosti (slika 3) in druge vsebine. Manjkajočo snov je specialnega in rehabilitacijskega pedagoga, kjer je vodeno dopolnjeval učenec sam ob podpori spremljevalca, saj sta lahko reševal šolske naloge s pomočjo računalniških orodij. Kasneje zaradi skupne rabe, zapiske na strani soustvarjala hkrati. smo uvedli računalnik pri pouku v razredu. Pri učencu je bil bili naloženi v učenčev digitalni zvezek, je učenec pozornost pouka seznanili strokovne delavce, ki so učenca poučevali. Digitalni zvezek in naložene vsebine smo predstavili tudi staršem lahko namenil učiteljevi razlagi, praktičnim prikazom ipd. in podali usmeritve za uporabo, da so učencu nudili oporo pri namesto zapisovanju. Z uporabo bralnika je učenec daljša tablo in delovno površino. Z vnaprej pripravljenimi zapiski, ki so Z načinom uporabe in dodajanjem vsebin smo pred začetkom računalniški zaslon, smo se izognili preklapljanju pogleda med
prisoten strah, da bo zaradi tega v razredu izstopal, zato smo
uvedli še dodaten, razredni računalnik, pri katerem so se ostali
učenci izmenjevali pri posameznih urah pouka in na njem
opravljali načrtovane aktivnosti.
V naslednjem šolskem letu se je zaradi večje kompleksnosti
posredovanih vsebin pokazala potreba po uporabi digitalnih
delovnih zvezkov in zvezka za zapiske. Odločili smo se za
uporabo storitev Microsoft 365, ki jih je šola pred tem
uporabljala. V ustvarjanje primernega digitalnega okolja so se
vključili vsi strokovni delavci, ki so delali z učencem, in njegov
spremljevalec.
3 Slika 2: Nalaganje večpredstavnostnih vsebin OneNote
OneNote je digitalni zvezek znotraj različnih storitev
Microsoft 365, ki samodejno shranjuje ustvarjene zapise tekom
našega dela. Njegova prednost je, da z njim lahko kreiramo več
različnih zvezkov, ki jim dodajamo poljubne strani in odseke,
znotraj katerih se lahko hitro in preprosto orientiramo, vanje pa
lahko poleg zapiskov vnašamo tudi druge vsebine. Omogoča
skupno rabo in sodelovanje z drugimi uporabniki, dostopen je s
katere koli naprave in se povezuje tudi z ostalimi storitvami
Microsoft 365. Mogoče ga je uporabljati tako v spletni kot v
namizni različici [5].
Za učenca smo ustvarili digitalni zvezek in znotraj tega dodali
posamezne odseke za posamezen predmet, pri posameznem
predmetu pa smo dodajali strani glede na obravnavano vsebino
(slika 1). Zvezek je bil shranjen v oblaku OneDrive poleg ostalih
datotek, kot so delovni zvezki ali učni listi, in je bil za učenca Slika 3: Učiteljeva navodila za delo v času učenčeve daljše
tako hitro dostopen. odsotnosti
Učenec je orodje OneNote hitro usvojil, poznal je njegove urejevalnikih besedil, kot je npr. Word, in z njegovo pomočjo
najpomembnejše funkcije, dodajal je posamezne strani v težje oblikujemo sheme ali druge grafike. Z dodatki lahko orodju
ustrezne odseke in jih naslovil. Prenašal je naložene datoteke na dodamo nekatere funkcije, a ti niso del storitev Microsoft 365.
računalnik za izpolnjevanje teh, uporabljal potopni bralnik, ki se V zvezek naloženih PDF ali drugih dokumentov ne moremo
ga je posluževal predvsem pri branju daljših besedil ter pri učenju urejati neposredno v OneNote ampak jih moramo prenesti na
angleščine za namene poslušanja izgovorjave ter razumevanja želeno mesto na računalniku, razen če v zvezek namesto
pomena besed. Potopni bralnik se je izkazal kot najučinkovitejše dokumenta vstavimo povezavo do mesta v oblaku OneDrive,
orodje za zagotavljanje dostopnosti vsebin kamor smo datoteko predhodno naložili.
Kljub precejšnjemu napredku pri uporabi slovenščine in
3.1 Orodja za zagotavljanje dostopnosti možnostim njene uporabe (branje, narek v slovenščini), je še
Potopni bralnik je orodje, ki ga je učenec poleg ustvarjanja vedno veliko več funkcij na voljo v angleškem jeziku (npr.
zapiskov najpogosteje uporabljal. V poštev je prišel predvsem pri slikovni slovar, prepoznavanje besednih vrst).
daljših besedilih. Bralnik poleg poslušanja besedila omogoča Kljub naštetim omejitvam, ki so se pojavile pri našem delu,
tudi prilagajanje velikosti pisave, razmika med vrsticami in pa OneNote še vedno predstavlja učinkovit način oblikovanja,
besedami, barve ozadja itd. za lažje sledenje besedilu. Poleg organizacije in shranjevanja zapiskov na enem mestu.
poslušanja besedil pa je potopni bralnik uporabljal pri učenju
angleščine (slika 4). Z njegovo pomočjo je preveril pomen 4 ZAKLJUČEK posamezne besede, besedo je slišal ter s pomočjo trenerja za
branje (»Reading Coach«) utrjeval izgovorjavo. Predstavljen primer nam pokaže, kako lahko z
zagotavljanjem ustreznih prilagoditev in uporabo digitalnih
orodij, kot je OneNote, učencem s posebnimi potrebami
olajšamo vključevanje v pouk. Uporaba orodja OneNote je
olajšala sodelovanje med strokovnimi delavci, omogočila
posredovanje vsebin na način, ki učencu najbolj ustreza, in s tem
pripomogla k zagotavljanju vključujočega in podpornega
šolskega okolja.
VIRI IN LITERATURA
[1] Navodila za izobraževalne programe s prilagojenim izvajanjem in
Slika 4: Pomoč potopnega bralnika pri razumevanju dodatno strokovno pomočjo za devetletno osnovno šolo, 2003.
besed v angleščini https://www.gov.si/assets/ministrstva/MVI/Dokumenti/Izobrazevanje-
otrok-s-posebnimi-potrebami/OS/Navodila_9-letna_OS.pdf
[2] "Zakon o usmerjanju otrok s posebnimi potrebami (ZUOPP-1)," Uradni
Ker učenec uporabe tipkovnice še ni avtomatiziral, je občasno list RS, št. 58/11, 40/12 – ZUJF, 90/12, 41/17 – ZOPOPP, in 200/20 –
posamezna besedila (predvsem v individualni situaciji ali doma) ZOOMTVI, 2011.
http://pisrs.si/Pis.web/pregledPredpisa?id=ZAKO5896
tvoril s pomočjo orodja narek (»Dictate«), ki je učenčev govor [3] J. T. Nganji in M. Brayshaw, »Disability-Aware Adaptive and
pretvoril v zapisano besedilo. Najbolje se je to obneslo pri Personalised Learning for Students with Multiple Disabilities,« Int. J. of
Information and Learning Technology, vol. 34, št. 4, str. 307–321, 2017.
tvorjenju odgovorov na vprašanja npr. o prebranem besedilu. Pri DOI: 10.1108/IJILT-08-2016-0027
tem je učenec moral biti pozoren, da je imel odgovor v mislih v [4] S. Rener, »Računalniške prilagoditve za učence s posebnimi potrebami«,
celoti oblikovan, preden ga je izgovoril in posnel, saj je za to v Gibalno ovirani otrok gre v šolo: priročnik za učitelje, ur. (Dušan
Rutar). Kamnik: CIRIUS Kamnik, 2020, 213–234.
zaradi slabšega priklica besed potreboval več časa. Pri tvorjenju https://cirius.splet.arnes.si/files/2023/03/Gibalno-ovirani-otrok-FINALE-
daljših besedil se je narekovanje slabše obneslo, saj je učenec 2.pdf
[5] »Kaj je OneNote, Ustvarjanje zvezka v OneNotu - Microsoftova
težje oblikoval misli, velikokrat se je želel med narekom podpora,« Microsoft.com, 2016. https://support.microsoft.com/sl-
popraviti in je prihajalo do manj smiselnega zapisa na ekranu. si/office/ustvarjanje-zvezka-v-onenotu-6be33cf9-f7c3-4421-9d74- 469a259952d3?wt.mc_id=otc_onenote Omogočeno je tudi vizualno prilagajanje posameznih strani z
dodajanjem črtovja (pri tem vnašanje besedila ni vezano na
postavitev črt ali mreže, ampak te predstavljajo zgolj ozadje),
obarvanjem strani in ustvarjanjem različnih kontrastov med
besedilom in ozadjem, povečevanjem pogleda, česar se je učenec
posluževal v manjši meri.
3.2 Možne izboljšave pri uporabi OneNote
Zaradi svoje preprostosti in enostavnih funkcij je OneNote
prijazen za uporabnika. Kljub temu pa smo se pri njegovi uporabi
srečevali z nekaterimi omejitvami.
V primeru sočasnega urejanja določene strani je občasno
prihajalo do težav v sinhronizaciji opravljenih sprememb med
različnimi napravami, kar je velikokrat povzročilo podvajanje
vsebin.
Glavni namen orodja OneNote je izdelovanje zapiskov, zato
ne omogoča tolikšnih funkcij, kot jih najdemo v drugih
Uporaba spletnega okolja MS Teams za izboljšanje učnih
dosežkov mladinskega pevskega zbora
Using the MS Teams Web Environment to Improve the
Learning Achievements of a Youth Choir
Mitja Vaupotič
OŠ Polzela
Polzela, Slovenija
mitjav.si@gmail.com
POVZETEK
Učenci s sodelovanjem v pevskem zboru pridobijo veščine, 1 UVOD
ki so dragocene za njihov razvoj in ki jim nezavestno pomagajo Pevski zbor je interesna dejavnost, katere namen je razvijati
pri oblikovanju osebnosti. Pevski zbori pogosto nastopajo na interesna področja učencev s poudarkom na kakovosti izvedbe,
prireditvah in se morajo na ta način neprestano dokazovati. Da ki se udejanja ob aktivnostih vseh, ki so vključeni v proces [1].
so nastopi kvalitetni, je potrebno ogromno število vaj in tudi Ker gre za dejavnost, ki je dostopna vsem otrokom, ne glede na
nekaj samostojnega dela doma. Ker je postala informacijsko- posameznikovo predznanje, je še toliko bolj pomembno, da zna
komunikacijska tehnologija dostopnejša kot kadarkoli prej in je zborovodja s pravilnimi metodami dela učencem pomagati k
pomemben pripomoček v vzgojno izobraževalnem procesu, sem pevskemu napredku. Sam sem se pri delu z mladinskim zborom
se pri delu z mladinskim pevskim zborom posluževal spletnega posluževal spletnega okolja MS Teams, ki nam je omogočil, da
okolja MS Teams. Z omenjeno aplikacijo so pevci samostojno so lahko otroci poslušali skladbe ob prostem času in ob njih tudi
opravili dodatne vaje, hkrati pa so se spoznavali s sodobno prepevali. To se je izkazalo za zelo učinkovito metodo, katera je
tehnologijo. Takšen način dela s tehnologijo je odličen, saj je za pripomogla k razvoju tako večglasja, kot tudi razvoju zbora kot
otroke zanimiv in predstavlja dodano vrednost pri delu s pevskim celote.
zborom. Dodatno dokazuje tudi, da je potrebno v vzgojno
izobraževalni proces uvajati sodobno tehnologijo, ker ima le-ta
pozitivne učinke. 2 VEČGLASEN PEVSKI ZBOR IN NAČIN
DELA
KLJUČNE BESEDE Zborovodja naj bo pevcem zgled, naj razvija svoj glas, išče
Mladinski pevski zbor, MS Teams, večglasno petje nove ideje in načine doseganja ciljev, se dodatno izobražuje in se
do glasu (pevca) vede odgovorno [2]. Zborovodja je odgovoren
them form their personalities. Choirs often take part in events usposablja za skupinsko glasbeno umetniško poustvarjanje [3], mora izbrati primeren program, ki vsebuje enoglasne in where they have to constantly keep proving themselves. In order večglasne skladbe. Večglasne skladbe zahtevajo več utrjevanja to deliver quality performances, many rehearsals are needed, in in poglobljenega razumevanja glasbe in si je za njih potrebno addition to some independent practice at home. Seeing that today, vzeti več časa. Ob tem ima zborovodja na voljo celo paleto information and communication technology is more easily načinov, kako pevcem pomagati pri hitrejšem osvajanju accessible than ever before, and presents an indispensable tool in valuable for their development, and which unconsciously help Students who participate in a choir gain skills which are pevskega zbora. Ker je pevski zbor interesna dejavnost, pri kateri zborovodja razvija smisel za večglasno muziciranje in pevce ABSTRACT tudi za sistematsko urejene vaje, ki sledijo viziji razvoja
the educational process, I used the MS Teams software while večglasnih skladb.
working with the youth choir. With the help of this app, singers
did additional exercises on their own, while at the same time 3 MS TEAMS getting familiar with modern technology. This way of working
with technology is perfect because it is interesting for students Microsoft Teams je aplikacija za sodelovanje, ustvarjena za
and presents added value when working with the choir. It also hibridno delo [4]. V času šolanja na daljavo je bila omenjena
shows that it is necessary to introduce modern technology into aplikacija ena izmed spletnih orodij, ki so omogočale učiteljem
the educational process because of its positive effects. sistematično posredovanje snovi, ki so jo otroci utrjevali v času
in načinu kot jim je najbolj ustrezalo. Čeprav je šolanje na
KEYWORDS daljavo stvar preteklosti, sem za mladinski pevski zbor ohranil elemente tega načina poučevanja, vendar sem mu spremenil Youth choir, MS Teams, polyphonic singing namen. Po novem smo MS Teamse uporabljali za dodatno
utrjevanje večglasnih skladb, ki smo jih prepevali na vajah. svoje naprave, povezave na koreografije določenih skladb in
Osnovni način dela z mladinskim zborom na vajah sem še vedno izgovorjava besedila (Slika 3). Pri delu sem skušal biti čim bolj
ohranil, MS Teamsi so nam služili le kot dodatek in pripomoček raznolik, da so učenci spoznavali skladbo na več različnih
na poti k izboljšanju rezultatov. načinov.
3.1 MS Teams in mladinski pevski zbor
Preden smo z učenci začeli uporabljati omenjeno spletno
okolje, smo morali obnoviti znanje o uporabi Teamsov, saj so
nekateri to že pozabili. Ko sem se prepričal, da delo z
računalnikom in Teamsi ne predstavlja večjih ovir, sem ustvaril
skupino in vključil vse člane mladinskega pevskega zbora. V
objavah sem otrokom posredoval informacije o novem gradivu
in navodila za samostojno delo (Slika 1).
Slika 3: Različni dokumenti za utrjevanje skladb
Glavni namen samostojnega dela otrok je bilo utrjevanje, zato
sem posnetke posameznih glasov skladb razdelil na manjše enote,
ki sem jih različno označeval (Slika 4). Da ne bi prišlo do
nezaželene zmede, sem se držal pravila, da so deli skladb v notah
enako označeni kot na posnetkih. Za ta način sem se odločil, ker
so nekatere skladbe obsežne in jih je bolje utrjevati po
Slika 1: Objavljanje navodil posameznih delih.
Pevci so do gradiva prosto dostopali, ob morebitnih težavah
sem jim svetoval in jih pomagal odpraviti. Večjih težav z
dostopom in delom z gradivom pri učencih nisem zaznal.
3.2 Urejanje gradiva pevskega zbora v MS
Teams
Gradivo sem urejal sistematsko, kar je pevcem omogočalo
lažjo orientacijo pri delu in s tem doseganje boljših rezultatov na
vajah. Skladbe sem dodajal sproti, in tako je nastala cela zbirka
not, do katerih so otroci imeli dostop in so jih lahko utrjevali
(Slika 2). Slika 4: Označevanje posnetkov skladb s posebnimi
oznakami
4 ZAKLJUČEK
S pomočjo sodobne tehnologije so učenci na inovativen način
utrjevali skladbe, ki smo jih spoznavali pri pevskem zboru. Pevci
so zaradi samostojnega domačega dela prihajali na vajo bolje
pripravljeni in smo na ta način lahko hitreje osvojili
kompleksnejše skladbe. Pred pomembnimi nastopi so te skladbe
ponovno poslušali doma in tako še bolj utrdili že pridobljeno
znanje. Lahko trdim, da smo tudi zaradi uporabe aplikacije MS
Slika 2: Delovno gradivo za pevski zbor razporejeno po priznanje na mednarodnem tekmovanju. Teams, prejeli zlato priznanje z odliko na državnem in zlato
mapah
Ta način dela predstavlja za zborovodjo izziv, ki zahteva
način so imeli učenci pregleden dostop do gradiva posameznih Note sem v mapah razdelil po posameznih glasovih in na ta nekoliko več ustvarjalnosti in iznajdljivosti kot sicer, zagotovo pa pripomore k izboljšanju rezultatov. Iz tega razloga je smiselno in pravilno vnašati sodobno tehnologijo ter aplikacije kot je MS glasov. Otrokom sem posredoval gradiva v različnih formatih in Teams v pedagoški proces. oblikah, in sicer: notno gradivo v pdf formatu, posnetke celotnih
skladb, posnetke posameznih glasov, ki smo jih posneli na vaji,
mp3 posnetki posameznih glasov, ki so si jih lahko prenesli na
CITIRANA DELA
[1] K. Metoda, „Interesne dejavnosti za 9-letno osnovno šolo,“ Ministrstvo za
šolstvo in šport, Zavod RS za šolstvo, Ljubljana, 2008.
[2] M. Burger, „Naši zbori,“ JSKD, 5. 6. 2014. [Elektronski]. Available:
https://www.nasizbori.si/zborovodja-vokalna-tehnika/. [Poskus dostopa
11. 8. 2024].
[3] P. k. k. z. g. vzgojo, „Zavod republike Slovenije z ašolstvo,“ 2003.
[Elektronski]. Available:
https://www.gov.si/assets/ministrstva/MVI/Dokumenti/Osnovna-
sola/Ucni-nacrti/Drugi-konceptualni-dokumenti/Pevski_zbor.pdf.
[Poskus dostopa 11. 8. 2024].
[4] Microsoft, „Microsoft Podpora,“ [Elektronski]. Available:
https://support.microsoft.com/sl-si/office/uvod-v-microsoft-teams-
b98d533f-118e-4bae-bf44-3df2470c2b12. [Poskus dostopa 11. 8. 2024].
Analiza projektnega dela za pridobitev praktičnih izkušenj
in znanj študentov v delovnem okolju
Analysis of Project Work to Gain Practical Experience and
Knowledge of Students in the Working Environment
izr. prof. dr. Borut Werber
Fakulteta za organizacijske vede
Univerza v Mariboru
Kranj, Slovenia
borut.werber@um.si
Po klasifikaciji je ta projekt spadal pod izvajanje projektnih
POVZETEK aktivnosti sodelovanja z gospodarstvom (v nadaljnjem besedilu:
Prispevek predstavlja nastanek, izvedbo in rezultate Sklop A V projektu so sodelovali študent Univerze v Ljubljani iz
projektnega dela za pridobitev praktičnih izkušenj in znanj Medicinske fakultete, študent Univerze v Mariboru, Fakultete za
študentov z naslovom Uporaba umetne inteligence za organizacijske vede (FOV) ter 5 študentov Univerze v Mariboru,
prepoznavanje bazalnoceličnega karcinoma. Gledano v celoti je Fakultete za elektrotehniko, računalništvo in informatiko (FERI)
bil projekt uspešen, kljub temu pa so predstavljene omejitve, ki smeri Informatika in tehnologije komuniciranja (2 študenta),
lahko vplivajo na izvedbo takih projektov. Med omejitve so Informatika in podatkovne tehnologije, Računalništvo in
navedene omejeno financiranje, vrednotenje takih projektov, informacijske tehnologije ter Medijske komunikacije. Trije
omejeno število prijav iz fakultet, čas trajanja ter predpisane študenti so bili iz 1. stopnje UNI in 4 iz 2. stopnje mag. Vključena
vrste sodelujočih študentov, sva bila dva pedagoška mentorja iz FOV in FERI, ter dva delovna
Bazalnocelični karcinom KEYWORDS / KLJUČNE BESEDE mentorja, eden iz Dermatologije Bartenjev [2], drugi iz Doma za upokojence Idrija [3]. Na projektu so sodelovali še trije Študentski projekt, praktične izkušnje, umetna inteligenca, koordinatorji za izvedbo projektov iz FOV in UM. Projekt je trajal od 1.2.2023 do 30.6.2023.
ABSTRACT
The paper presents the origin, implementation and results of 2 NAČRT PROJEKTA
the project work to gain practical experience of students entitled Ideja za projekt izhaja iz lastnih potreb avtorja, ki je sam Use of artificial intelligence to identify basal cell carcinoma. onkološki pacient z več posegi kirurške odstranitve kožnega raka Taken as a whole, the project was successful, however, - bazalno celičnega karcinoma (BCC). Sam BCC sicer ni limitations that may affect the implementation of such projects življenjsko ogrožajoč, njegovo ne zdravljenje pa lahko pripelje are presented. Limitations include limited funding, evaluation of do poškodb kože ali pretvorbo v druge bolj ogrožajoče vrste such projects, limited number of applications from faculties, kožnega raka kot sta ploščato celični karcinom ter melanom, ki duration and prescribed types of participating students. je najnevarnejši in lahko od razširitvijo v telo povzroči smrt.
KEYWORDS slutnjo, da se bo katero od znamenj spremenilo v kožnega raka. Slednje je razlog, da imamo onkološki pacienti vedno prisotno
Student project, practical experience, artificial intelligence, Običajno so dermatološki pregledi na onkologiji enkrat letno. Da
Basal cell carcinoma bi si lahko sami diagnosticirali morebitne sumljive spremembe v
vmesnem času, smo si zadali cilj narediti programsko rešitev za
1 UVOD karcinoma. Cilj je bil torej le prepoznava BCC, ker smo menili, uporabo umetne inteligence za prepoznavo bazalnoceličnega
Prispevek obravnava analizo izvedbe projektnega dela za da je slednji najlažje prepoznan tudi laikom. Osnove projekta sva
pridobitev praktičnih izkušenj in znanj študentov v delovnem s so-mentorjem iz FERI napisala v treh srečanjih. S pomočjo
okolju z naslovom Uporaba umetne inteligence za prepoznavo socialnih mrež sva našla interes v Domu upokojencev Idrija, ki
bazalnoceličnega karcinoma, ki je bil del razpisa Ministrstva za so bili pripravljeni ponuditi brezplačen pregled njihovim
izobraževanje znanost in šport v okviru Operativnega programa upokojencem, hkrati pa je direktorica doma nastopala kot
za izvajanje Evropske kohezijske politike v obdobju 2014 -2020 mentorica študentu medicine, ki je te preglede izvedel. Da bi
[1]. dobili strokovne informacije o BCC smo iskali sodelavce med
Javni razpis za izbor operacij delno financira Evropska unija, javnimi onkološkimi inštitucijami, a je bil odziv negativen saj je
in sicer iz evropskega socialnega sklada. Razpis je bil objavljen financiranje delovnih mentorjev skromno. Ponovno smo s
4.7.2022 in je obsegal izvedbo projektov v obdobju 2022-2023. pomočjo socialne mreže našli privatno podjetje Dermatologija
Bartenjev, ki so bili pripravljeni usposobiti študenta medicine in ponoviti. Na tečaju smo se naučili, da računalnik ne primerja
pomagati pri diagnostiki – potrditvi ali je študent zaznal ustrezna slike kot celote, temveč jo razreže v dolgo vrsto bitov in iz te
spremenjena kožna znamenja ali so to le starostne pege. vrste s pomočjo algoritmov ugotavlja, kaj je na sliki. Da lahko
Fotografije pacientov smo nameravali uporabiti kot test za našo izvede primerjavo, mora nevronska mreža skozi postopek učenja.
mobilno rešitev, ki bi naj s pomočjo umetne inteligence na osnovi To poteka tako, da se ji omogoči obdelava čim večjega vzorca
analize fotografij v odstotkih ocenila znamenje na fotografiji kot fotografij (vsaj 10.000 slik). Večji kot je vzorec, večja je
sumljivo ali nesumljivo. Kot dodaten cilj je bil razviti verjetnost, da bo sistem bolje deloval. Med najdenimi javno
spletno/namizno rešitev za zdravnika, da bi lahko opažanja dostopnimi zbirkami slik, smo se odločili za učno množico
zapisal v bazo pacienta. znamenj, ki poleg samih slik in kategorije kožnega znamenja,
prikazuje še nekatere druge atribute, ki bi lahko pripomogli k
natančnejši klasifikaciji znamenj.
3 ANALIZA Pred izvedbo kliničnih pregledov starostnikov in za
Glavni cilj projekta je bil razviti prototipno mobilno rešitev, morebitno objavo v revijah višjega ranga se zahtevajo potrdila
ki uporabniku omogoča, da sam na sebi fotografira sumljiva etičnih komisij. Odločili smo se, da damo vlogi na etično
kožna znamenja, sistem pa s pomočjo uporabe umetne komisijo UL MF in na FOV. Med postopkom smo ugotovili, da
inteligence preko naučenih nevronskih mrež obdela fotografijo je potrebno vlogo za UL MF plačati. Ker teh sredstev nismo
in oceni verjetnost, da je to BCC. Delo je potekalo v parih ali planirali, smo oddali vlogo le na Etično komisijo FOV, ki nam je
posamezno, glede na znanja študentov. Študent FOV je skrbel za delo dovolila z izjemo, da se mora mobilna rešitev preden se da
koordinacijo, organiziral tedenske sestanke preko MS Teamsov v javno uporabo, klinično preizkusiti. Iz te izkušnje sta se največ
in pisal zapisnike sestankov. Sestanke je vodil eden od naučila študent medicine in študent FOV, ki sta vlogi pripravljala.
pedagoških mentorjev, ki je tudi usmerjal in dodeljeval nadaljnje Vsi ostali deležniki pa so bili seznanjeni s pomenom takih potrdil
naloge glede na zastavljene cilje. Študent FOV je bil spoznan z pri izvedbi raziskav, ki vsebujejo sodelovanje ljudi (pacientov)
vodenjem tima in pomenom in izzivi, ki ga takšno delo povzroča. tudi, če se ne uporabljajo invazivni postopki.
Prvi korak projekta je bila študija literature s področja Da bi se naučili na napakah drugih, smo analizirali obstoječe
kožnega raka in s področja umetne inteligence ter nevronskih brezplačne programe, ki omogočajo fotografiranje znamenj in
mrež. Delovni mentor iz Dermatologije Bartenjev je v tem delu njihovo oceno. Med testom ene od teh rešitev smo spoznali
priskrbel literaturo, ki jo sam uporablja za strokovne namene in podobno kot EurekaAlert [11], da nekateri program ne loči med
nam je predstavljala vir osnovnih podatkov, kako BCC posnetkom rdeče rože in dejanskim kožnim znamenjem (slika 1
prepoznati med ostalimi kožnimi raki in benignimi kožnimi in 2), zato smo se odločili za dvostopenjski sistem. Študenta
znamenji. Ta literatura bo koristna predvsem za študenta FERI iz skupine za nevronske mreže sta vsak zase razvijala in
medicine in za nas, ko bomo nadaljevali to temo v naslednjem testirala nevronske mreže. Prvi je preverjal, če je na sliki sploh
projektu. Kot je pokazala študija strokovnih spletnih strani in kožno znamenje ali pa slika ni dovolj ostra (slika 5). Drugi je
pisnih objav se BCC pojavlja v različnih oblikah in v različnih nato ugotavljal ali znamenje na fotografiji ustreza opisu ene od
stadijih [4][5][6][7][8][9][10]. oblik BCC.
Pridobljena literatura s področja umetne inteligence in
nevronskih mrež je uporabna pri več predmetih tako na FERI,
kot na FOV na smeri informacijskih sistemov. Preučili smo tudi
nekaj obstoječih mobilnih aplikacij za klasifikacijo kožnih
znamenj in potencialne pripomočke, ki na bi olajšali zajem
nekaterih dodatnih podatkov o kožnih znamenjih, ki bi izboljšale
natančnost napovedovanja.
Sama izkušnja projekta z njegovimi težavami in omejitvami
se lahko uporabi kot študijski primer pri predmetih na FERI in
na FOV. Kot primer navajamo predmet Informacijske in
komunikacijske tehnologije, ki obravnavajo superračunalnike,
med drugim tudi Vego, s katero imamo sedaj praktične izkušnje.
Izkazalo se je, da uporaba superračunalnika kljub dovoljenjem za
uporabo sploh ni enostavna, saj je potrebno nastaviti veliko
parametrov in se postaviti v čakalno vrsto, da se vaš proces
požene in izvede.
Za člane projekta in sodelavce smo izvedli izobraževanje z
mikrokrediti v sistemu NVIDIA s področja umetne inteligence in
uporabe nevronskih mrež za prepoznavanje objektov. To se je
pokazalo kot zelo koristno in lahko prispeva k širjenju znanja
tako med akademsko kot poslovno sfero. Iz pridobljene izkušnje
smo ugotovili, da je zanimanje za take vrste znanj tako med
študenti, kot med zaposlenimi, zato bomo tečaj periodično
ponavljali za širšo javnost. Smo se pa na tečaju tudi naučili, da
delo na oddaljenem namizju zahteva dobro omrežje, če tega ni, Slika 1: Prikaz napake programa Skin Check, ki ne
se lahko izvedba procesa na daljavo zaustavi in je potrebno vajo prepozna, da je na sliki roža in ne BCC.
Slika 2: Prikaz napake programa Skin Check, ki ne Slika 3: Prijavno okno mobilne aplikacije.
prepozna, da je na sliki roža in ne BCC.
Za klasifikacijo slik smo uporabili globoke nevronske mreže.
Učenje nevronskih mrež je potekalo na osebnih računalnikih v
programskem jeziku Python in z uporabo programskih knjižnic
za strojno učenje TensorFlow (https://www.tensorflow.org/) in
Keras (https://keras.io/). TensorFlow je odprtokodna platforma
za strojno učenje in simbolična matematična knjižnica, ki se
uporablja za aplikacije strojnega učenja, vendar je nekoliko
kompleksnejša za uporabo[12]. Keras je odprtokodna knjižnica
za nevronske mreže, ki deluje na osnovi knjižnice Tensorflow.
Zasnovana je tako, da jo lahko uporabnik uporablja hitro in
enostavno, ter omogoča izdelavo katerega koli algoritma
globokega učenja na abstrakten način [13].
Kasnejša klasifikacija slik z naučenimi nevronskimi mrežami
poteka na oblačni storitvi Firebase ML
(https://firebase.google.com/docs/ml). S tem je omogočeno, da
se klasifikacija kožnih znamenj izvaja tudi na manj zmogljivih
mobilnih napravah.
Seveda pa zaledni programi niso primerni za uporabo oseb, ki
niso programerji zato smo morali izdelati uporabnikom prijazno
mobilno aplikacijo. Ta del je dela drugi par študentov iz FERI
zadolžen za ospredje »front end«.
Ob zagonu aplikacije se mora uporabnik najprej prijaviti
(Slika 3), s čemer je zagotovljena zasebnost podatkov.
Sama slika BCC brez podatkov ni primerna za nadaljnjo
uporabo zato smo program dopolnili z nekaterimi pomembnimi Slika 4: Prikaz sofinancerjev projekta.
podatki, ki jih je potreboval študent medicine in programerja za
mobilno aplikacijo (slika 5 in 6).
Slika 6: Prikaz sheme človeškega telesa, na kateri
Slika 5: Prikaz vmesnika mobilne aplikacije, ki beleži uporabnik izbere želeno lokacijo, kjer se nahaja sumljivo
dodatne podatke o posnetem kožnem znamenju kožno znamenje.
Sama rešitev deluje na mobilni platformi za Android telefone.
Študenta FERI za ospredje sta pripravila navodila za namestitev
in uporabo.
Da je aplikacija skladna in barvno usklajena, ima svoj logotip
in ustrezno obarvana ozadja in gradnike je poskrbela študentka
iz FERI na študijski smeri Medijske komunikacije. Ena od
funkcionalnosti spletne aplikacije je bila tudi beleženje mesta na
telesu kje se to znamenje nahaja. Tudi tukaj smo potrebovali
risbo telesa ( slika 8), ki jo je poiskala in prilagodila študentka
zadolžena za dizajn.
Za potrebe komuniciranja med študentom medicine in
delovnim mentorjem oziroma za namene naknadne obdelave
fotografij sta študenta za ospredje programirala še spletno rešitev Slika 7: Prikaz prijave v spletno rešitev.
(Slika 7), ki je vezana na isto bazo podatkov in fotografij. Ta
rešitev omogoča prikaz večjih fotografij kot na telefonu in tako Ena od funkcionalnosti spletne rešitve je tudi, da lahko
omogoči lažjo komunikacijo in svetovanje med izvajalcem pregledamo vse slike za nazaj. Izbiro omogočajo različni
pregleda in specialistom. Slednji tako lahko na daljavo oceni ali pogoji( Slika 8), ki omejijo izpis na določen datum.
je znamenje sumljivo in ali so potrebni dodatni postopki.
Slika 8: Prikaz možnosti izbire prikazov posnetih fotografij
na spletni različici programa.
Dodatno smo želeli povečati natančnost prepoznave malignih
znamenj s pomočjo pripomočka, na katerem bi namestili merila
in barvne lestvice za kalibracijo slik. Študent FOV je najprej
predlagal nekaj tipov vmesnikov. Zaradi enostavnosti uporabe
smo se odločili za slednjega (Slika 9), ki ima odprtino 2x2 cm in
že s tem omogoča umerjanje fotografija. Z dodanim merilom in Slika 10: Prikaz logotipa in barvne lestvice mobilne rešitve
barvno lestvico pa omogoča kalibracijo. Pred tiskanjem na 3D v zeleni in modri barvi.
tiskalnik je potrebno v računalniškem 3D programu narisati načrt.
Pri tiskanju se določijo parametri, ki opredelijo strukturo in Ena od nalog študentke iz FERI smer medijske komunikacije
gostoto natisnjenega materiala. je bila tudi, da se izdela reklamni plakat, ki smo ga uporabili za
Merila so se natisnila na debelejši papir in nalepila na 3D promocijo na dogodkih v prihodnosti. Sledila je še izdelava
pripomoček (Slika 9). V praksi so se spet pokazale težave, saj spletne ankete uporabnikov, ki se bo uporabil, ko bo rešitev na
tiskalnik ni natisnil lestvic v pravilnih dimenzijah. Sliko smo na razpolago uporabnikom.
koncu spremenili v tako obliko, da jo je v ustrezni velikosti lahko Na koncu projekta je sledilo testiranje in dopolnjevanje
natisnil tudi študentu iz FOV v Kranju. Pridobljeno znanje iz tega rešitve. Pri tem sta poleg programerjev sodelovala še študent
področja bo prispevalo k izkušnjam obeh udeleženih v tej dvojici, FOV in študentka FERI smeri Medijske komunikacije ter študent
študentu FOV in študentki FERI smer Medijske komunikacije. medicine, ki je programerjem pripravil seznam zahtevanih meta
Za grafično podobo, logotip in dizajn je bila zadolžena podatkov in vsebine za spustne menije.
študentka FERI iz smeri Medijske komunikacije. Pripravila je
več verzij logotipov in barvnih shem. Skupina je na tedenskem 4 OCENA USPEŠNOSTI PROJEKTA sestanku izbrala končno verzijo logotipa in barvnih shem. Te
barvne sheme je posredovala programerjema, ki sta na osnovi Sam cilj projekta je bil sicer dosežen, a se je v praksi pokazalo
tega izdelala mobilno in spletno rešitev. več omejitev, ki jih nismo pričakovali pri planu projekta..
Kot prvo se je po študiji literature izkazalo, da kljub temu, da
smo kot cilj določili obravnavati le najpogostejšo obliko kožnega
raka BCC, ki naj bi se najenostavneje prepoznal, smo ugotovili,
da obstajajo 4 podvrste BCC, ki si niso podobne ne po obliki in
ne po barvi. Zadevo smo rešili z združitvijo vzorcev po meta
podatkih le na nivoju BCC in ne na podnivojih.
Kot drugo se je izkazalo, da ni bilo mogoče uporabiti
superačunalnik Vega zaradi specifike poganjanja programja in
dostopov do uporabniških računov. Zaradi tega smo uporabili
močnejši računalnik z več grafičnimi karticami pedagoškega
mentorja iz FERI in na njem izvedli učenje nevronskih mrež
seveda v daljših časovnih obdobjih.
Kot tretje se je izkazalo, da je potrebno za vlogo na Etično
komisijo UL MF plačati prijavnino, ki ni bila planirana v
projektu. Zadevo smo rešili tako, da smo projekt prijavili na
Etično komisijo FOV, kjer plačilo ni potrebno.
Potrdilo Etične komisije FOV smo dobili pod omejitvijo, da
Slika 9: Prikaz meril in 3D natisnjenega pripomočka. program ne sme v javno uporabo dokler ne bo klinično testiran.
Zaradi časovne omejitve in malega vzorca pozitivnih primerov
bo prototip dostopen, a le raziskovalni in strokovni sferi, ne pa 5.3 Omejeno število možnih prijav
posameznim uporabnikom. Kadar se razpis izvede se omeji število možnih prijav iz Predvsem smo se naučili, da ena učna baza ni dovolj, če posamezne univerze in posledično fakultete. Ker ne obstaja način vsebuje 10.000 enot, saj se z meta podatki vzorec razbija na izbire, se lahko na posamezne projekte prijavi le eden iz iste podskupine s tem pa se zaželena meja 10.000 učnih enot za fakultete neglede na to, da imajo tudi drugi izdelane ideje za nek nevronsko mrežo ne doseže. Še posebej je pomembno, da je projekt. vzorec testnih fotografij dovolj velik, ki predstavlja testno enoto
in s katerimi se lahko preveri, če sistem pravilno deluje. Vmesnik 5.4 Predpisano število študentov različnih
za izboljšanje rezultatov prepoznave BCC z merskimi in stopenj študija barvnimi kalibracijami, je bil uspešno izdelan, a zaradi časovne
omejitve ni bila prilagojena nevronska mreža tako, da bi te Projekt zahteva, da se v projekte vključuje študente iz vseh
podatke uporabila pri prepoznavi. Da bi to delovalo je potrebno stopenj študija, to pomeni, da pridejo v projekt študenti 1 letnika
posebno programiranje, ki iz fotografije pobere mere in barvne VS, ki niso opravili niti vseh izpitov prvega letnika in še nimajo
odtenke, ne upošteva pa fotografijo in vmesnik pri obdelavi niti teoretičnih znaj, kaj šele prakse, da bi lahko konkretno
posnetka. prispevali k rezultatom projekta. To se je še posebej prikazalo v
Študent medicine je moral počakati na odobritev etične našem primeru, ker je projekt kljub izvedenem tečaju iz umetne
skupine preden je lahko začel z delom. Da bi povečal število inteligence zahteval veliko predznanj s področja mobilnih in
pregledov je obiskal poleg planiranega doma upokojencev še spletnih rešitev, nevronskih mrež, računalniškega vida, … Pet
Dom upokojencev Črni vrh. Kljub temu, da je pregledal 112 ljudi mesecev pa je premalo, da se nekoga iz nič priuči v strokovnjaka.
in se z dermatologom posvetoval o 51 fotografiranih ljudeh, od Pričakuje se, da imajo študenti neka teoretična znanja in znanja
teh je bilo napotenih v nadaljnjo obravnavo 9. Tak vzorec programiranja, ki jih lahko nadgradijo na problemu, ki ga
fotografij je občutno premajhen za testiranje tako kompleksnega obravnava projekt.
sistema zato nam ta del, testiranje rešitve, ostaja za naslednje
projekte kjer bomo lahko pridobljeno znanje in rešitve 5.5 Čas trajanja projekta
implementirali v praksi. Med tem ko se običajni projekti izvajajo med 3-5 let ali več,
so ti projekti med 3-5 mesecev. Ta čas je razmeroma kratek, ker
5 ANALIZA DEJAVNIKOV USPEH mesecu. Ta omejitev je nesmiselna, ker imajo različni člani ekipe so omejitve pri številu ur, ki jih študent lahko opravi v enem
Kljub temu, da je bil projekt uspešno zaključen na tem mestu različne dobe intenzivnosti, Na primer, analitiki in programerji
predstavljamo omejitve oziroma negativne dejavnike pri takih imajo največ dela na začetki, testerji na koncu.
projektih.
ZAHVALA
5.1 Financiranje projekta Projekt je bil financiran s strani Republike Slovenije in
Vedno se vse začne pri denarju in tudi tokrat je tako. Kljub Evropske unije iz evropskega socialnega sklada. Projekt sta
temu, da projekte sofinancira EU so to nizko proračunski projekti omogočili Fakulteta za organizacijske vede in Fakulteta za
(do 20600€). Najprej je težko dobiti pedagoškega mentorja, ki bo elektrotehniko, računalništvo in informatiko Univerze v
pripravljen pet mesecev skrbeti za študente in partnerje za cca Mariboru. Iskreno se zahvaljujemo sodelujočim iz
1500€ bruto, 300€ bruto na mesec, torej cca. 180€ neto, 6€ na Dermatologije Bartenjev ter Doma upokojencev Idrija in Črni
dan. S tem, da se prijava projekta ne šteje v te ure. Mi smo imeli Vrh.
tedenske sestanke, ki so trajali vsaj eno uro. Sam tečaj iz umetne
inteligence nam je vzel en dan, kje je testiranje rešitev, iskanje REFERENCES
literature, iskanje baz vzorčnih fotografij, svetovanje študentom, [1] Ministrstvo za izobraževanje znanost in šport, “Javni razpis Projektno delo
pisanje mesečni poročil in končnih poročil, kar se vsakič zavleče, za pridobitev praktičnih izkušenj in znanj študentov v delovnem okolju,”
ker vedno zahtevajo neka dopolnila in milijon obrazcev. Javni razpis, 2022. https://www.gov.si/novice/2022-07-04-javni-razpis-
projektno-delo-za-pridobitev-prakticnih-izkusenj-in-znanj-studentov-v-
Podobno vrednost honorarja so dobili delovni mentorji. delovnem-okolju/
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12, 2024).
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plačali več ur nismo zapolnili celotno kvoto študentov(10) Za (accessed Sep. 12, 2024).
[5] C. Bichakjian et al., “Guidelines of care for the management of basal cell
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2018, doi: 10.1016/J.JAAD.2017.10.006.
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[9] H. W. Rogers, M. A. Weinstock, S. R. Feldman, and B. M. Coldiron,
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[10] O. T. Jones et al., “Artificial intelligence and machine learning algorithms
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[11] B. Kermenova and C. Martin, “Direct-to-consumer skin cancer detection
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2024).
Nekaj izkušenj pri uporabi ChatGPT pri poučevanju
študentov na FUDŠ – smer Mediji in novinarstvo
Some Experiences with the Use of ChatGPT in Teaching
Students at FUDŠ – Media and Journalism Programme
Srečo Zakrajšek Miha Zakrajšek
IAM Visoka šola za multimedije, Ljubljana IAM Visoka šola za multimedije, Ljubljana
Ljubljana, Slovenia Ljubljana, Slovenia
sreco.zakrajsek@iam.si miha.zakrajsek@iam.si
POVZETEK KEYWORDS
Umetna inteligenca je s pojavom brezplačne platforme ChatGPT, artificial intelligence, media, media production,
ChatGPT postala zelo aktualna na področju medijev, saj so higher education
strokovnjaki s področja filmske industrije in drugih umetniških
poklicev zelo hitro spoznali pomen in tudi nevarnosti umetne
inteligence. Zaradi trendov v stroki in zanimanja študentov smo 1 UVOD
se odločili, da pripravimo raziskavo, s katero smo želeli ugotoviti, Umetna inteligenca je s pojavom brezplačne platforme
kako lahko smiselno vključimo ChatGPT v študijski proces in to ChatGPT v letu 2022 postala splošno dostopna in se je zelo hitro
posebej v del, kjer študenti v okviru projektnega dela pripravljajo razširila tudi med mladimi in s tem tudi v izobraževalnem
multimedijske izdelke. sistemu in ustanovah po vsem svetu. Med njimi so bile med
Raziskava je pokazala, da študenti podpirajo uporabo umetne prvimi visokošolskimi ustanovami tiste, ki se ukvarjajo z
inteligence pri študiju in produkciji izdelkov ter da jo praktično medijsko produkcijo, saj so strokovnjaki s področja filmske
vsi tudi uporabljajo, vendar hkrati poudarjajo potrebo po industrije in drugih umetniških poklicev zelo hitro spoznali
kritičnem ovrednotenju podatkov ter zavedanju omejitev tega pomen in tudi nevarnosti umetne inteligence ter v letu 2023
orodja. pripravili stavko, s katero so želeli čim bolj zmanjšati uporabo
Raziskavo smo opravili v času od 1. 10. 2023 do 25. 12. 2023 UI v filmski industriji oziroma predvsem preprečiti, da bi se
na FUDŠ, Ljubljana, pri predmetu Vodenje in organizacija zmanjšali honorarji in število zaposlenih [1].
medijske produkcije, s skupino 36 študentk in študentov. Zaradi zanimanja študentov, ki večinoma delajo v praksi in so
v vedno večji meri soočeni z uporabo UI, smo se odločili, da
KLJUČNE BESEDE pripravimo raziskavo, s katero smo želeli ugotoviti, kako lahko
ChatGPT, umetna inteligenca, mediji, medijska produkcija, ChatGPT smiselno vključimo v študijski proces in to posebej v
izobraževanje, visokošolsko izobraževanje del, kjer študenti v okviru projektnega dela pripravljajo
multimedijske produkte. Želje študentov, da čim prej dobijo
ABSTRACT koristne napotke glede uporabe UI v praksi, so postavile pred nas
Artificial intelligence has become highly relevant in the field poseben izziv, saj na tem področju ni bilo poglobljenih raziskav,
of media with the advent of the free ChatGPT platform, as the večina dokumentov pa je svarila (in to počne še danes) pred
significance and potential dangers of AI have been quickly uporabo UI.
recognised by experts in the film industry and other artistic UNESCO je konec leta 2023 izdal publikacijo Education in
professions. Due to trends in the field and the interest of students, the age of artificial intelligence (okt., dec. 2023), v kateri
products as a segment of their project work. The study dezinformacije in sovražni govor, spletni viri pa ne upoštevajo revealed 95 odstotkov živečih človeških jezikov. Zato je treba šole that students support the use of artificial intelligence in their zaščititi pred škodo, ki bi jo lahko povzročila umetna inteligenca studies and product production, and practically all of them use it. [2]. However, they also emphasise the need for critical evaluation UNESCO je opozoril, da se uporaba ChatGPT v šolah and awareness of the limitations of this tool. uveljavlja prehitro, brez zadostnih preverjanj, pravil ali The research was conducted from October 1, 2023, to meaningfully incorporate ChatGPT into the educational process, kolikor to ne bo dostopno vsem učencem. Z vsako novo tehnologijo se veča digitalna revščina. Obenem se z UI lahko širi specifically the part in which students prepare multimedia we decided to conduct a study to determine how we can opozarja na morebitne negativne učinke UI v izobraževanju, v
December 25, 2023, at FUDŠ, Ljubljana, in the course predpisov. Izobraževalni sektor je v veliki meri nepripravljen na
Management and Organisation of Media Production, etično in pedagoško integracijo teh hitro razvijajočih se orodij. involving V publikaciji so objavljena tudi navodila za regulacijo umetne
a group of 36 students. inteligence v izobraževanju (str. 8), ki jih je UNESCO objavil 7.
septembra 2023. Opozarja tudi na problem varstva podatkov in Raziskovalno vprašanje: Kako vključitev umetne
zasebnosti in nujnost izobraževanja učiteljev. Posebno težavo inteligence (ChatGPT) v predavanja in vaje vpliva na učno
predstavlja dejstvo, da so trenutni modeli ChatGPT izdelani na izkušnjo študentov pri predmetu Vodenje in organiziranje
podatkih spletnih uporabnikov, ki odražajo vrednote in medijske produkcije?
prevladujoče družbene norme globalnega severa [3]. Hipoteza 1: Vključitev umetne inteligence (ChatGPT) v
Raziskave smo se lotili s pregledom virov, pri čemer smo predavanja in vaje pomeni večjo zanimivost in učinkovitost.
ugotovili, da je ChatGPT izredno interaktiven, odziven, hiter in Hipoteza 2: Vključitev umetne inteligence (ChatGPT) v
zelo priljubljen, saj je sposoben praktično v trenutku odgovoriti predavanja in vaje omogoča bolj učinkovit študij, ker je uporaba
na različna vprašanja z različnih področij, kar omogoča hitro personalizirana
pridobivanje podatkov in napotil, razjasnjevanje določenih
pojmov in dilem ipd. Strokovnjaki za akademsko integriteto [5]
trdijo, da namesto da bi preprečevali uporabo orodij, kot je 3 METODE
ChatGPT, moramo kritično ovrednotiti, kako izvajamo uporabo Uporabili smo kvalitativno raziskovalno metodo, pri kateri
in ocenjevanje. Klasične metode, kot so izpiti na daljavo, pisanje smo podatke dobili s pregledom in analizo virov, anketo med
domačih nalog in spletni izpiti, se ponovno vrednotijo in študenti ter pogovori in intervjuji s študenti in strokovnjaki o
nadomeščajo z netekstovnimi izdelki, z razvojem veščin in z rezultatih raziskave. Pri anketah smo uporabili štiri tipe vprašanj
multimodalnimi preizkusi, izpiti in nalogami v razredu. – odprtega in zaprtega tipa, Likertovo lestvico in vprašanja z
Multimodalni preizkusi se nanašajo na preizkuse in predstavitve, rangiranjem.
ki vključujejo več različnih modalnosti ali načinov izražanja in Študenti so se seznanili z osnovnimi principi in možnostmi
komunikacije. Multimodalni preizkusi združujejo več oblik uporabe UI, opravili so precej vaj, pripravili pa tudi tri projekte:
izražanja, na primer besedilo, slike, zvok, video in drugo. Ti program za izboljšanje organizacije svojega življenja
preizkusi so zasnovani tako, da študentom omogočajo uporabo je pripravil vsak študent sam;
različnih veščin in izraznih sredstev ter spodbujajo raznolikost strokovni priročnik s področja vodenja in organizacije pri izražanju znanja.
medijske produkcije na izbranem področju, glede na
Uporaba umetne inteligence ima precejšen vpliv na izvedbo
študijskega procesa in študente. Članek [4] prikazuje težave pri interes študentov, so pripravili študenti sami ali pa po
zanesljivem odkrivanju vsebine, ki jo ustvari umetna inteligenca, dva ali trije skupaj, glede na željo študentov;
in vzbuja zaskrbljenost glede morebitnih lažnih obtožb proti 1,5-minutni film, posnet v enem kadru na določeno
študentom. V članku poudarjajo, da je nujno, da damo prednost temo, so študenti pripravili v skupinah po 5 študentov
etični uporabi umetne inteligence, negujemo pismenost z umetno in tako spoznavali tudi način projektnega dela v
inteligenco in razvijemo okvire, ki študentom in učiteljem skupinah.
omogočajo varno izkoriščanje celotnega potenciala teh
tehnologij (str. 11).
Uporaba umetne inteligence (ChatGPT) pomeni za vsakega 4 REZULTATI IN DISKUSIJA
učitelja, pa tudi za študenta, velik izziv, ker so učinki zelo hitri, Raziskovalno vprašanje: Kako vključitev umetne
veliki in raznovrstni, obenem pa je še veliko nedorečenega in inteligence (ChatGPT) v predavanja in vaje vpliva na učno
nepreizkušenega, kar zahteva še dodatno razmišljanje in skrbno izkušnjo pri predmetu Vodenje in organiziranje medijske
pripravo vključevanja možnosti, ki jih omogoča UI, v produkcije?
poučevanje. Večina študentov (86,1 %) meni, da je uporaba umetne
Z raziskavo želimo dati skromen prispevek k poznavanju in inteligence pozitivno vplivala na jasnost razumevanja
razumevanju uvajanja ChatGPT v študijski proces, obenem pa predstavljenih vsebin v predavanjih in vajah. 63,9 % študentov
koristne predloge uporabiti pri načrtovanju predmeta v verjame, da je uporaba umetne inteligence naredila predmet bolj
naslednjem študijskem letu in splošno tudi pri dejavnostih uporaben za njihovo prihodnje delo v medijski produkciji. Kar
fakultete in njene vizije ter strategije uvajanja UI. 80,5 % študentov je bilo zadovoljnih z uporabo umetne
inteligence v izobraževalnem procesu, pri čemer je 44,4 %
2 izrazilo precejšnje zadovoljstvo. Študenti najbolj cenijo večjo NAMEN IN CILJI RAZISKAVE
učinkovitost pri izvajanju nalog in razvoj analitičnih veščin,
Raziskavo smo pripravili in izvedli z željo, da spoznamo, ali medtem ko menijo, da umetna inteligenca ne prispeva k boljšemu
in kako je mogoče ChatGPT smiselno vključiti v poučevanje pri sodelovanju med študenti.
predmetu Vodenje in organizacija medijske produkcije, v 2. Najpomembnejši vidiki uporabe umetne inteligence za
letniku visokošolskega strokovnega programa Mediji in študente so hiter in enostaven dostop do gradiv in podatkov, 24/7
novinarstvo na FUDŠ, Ljubljana. Obenem smo želeli ugotoviti, dosegljivost, interaktivnost in hitra odzivnost.
katere so prednosti in težave, ki se pri tem pojavijo, in jih Kljub pozitivnim izkušnjam so nekateri izrazili previdnost pri
primerjati z ugotovitvami raziskav iz drugih izobraževalnih zanesljivosti umetne inteligence, zlasti glede natančnosti
sistemov. podatkov in virov in etičnih vprašanj.
Z raziskavo smo želeli tudi ugotoviti, kako študenti Študenti so izrazili večjo motivacijo zaradi lažjega
ocenjujejo vpliv uporabe ChatGPT na zanimivost in kakovost premagovanja izzivov, vendar so hkrati opozorili na potrebo po
izvedbe predmeta, učno izkušnjo in ocenjevanje znanja pri jasnih mejah uporabe, da se prepreči zmanjšanje motivacije, ker
predmetu. UI prevzame delo posameznika.
Raziskava kaže, da ima uporaba umetne inteligence večinoma Manj pomembne prednosti
pozitiven vpliv na učno izkušnjo študentov, vendar je potrebna Manj pomembne prednosti vključujejo spoznavanje
previdnost glede zanesljivosti, meja uporabe in ohranjanja učinkovitejšega učenja, razvoj praktičnih znanj, hitrejše
motivacije in angažiranosti. reševanje nalog, več truda in znanja pa tudi večjo Navajamo še odgovore na dve odprti anketni vprašanji: individualnost med učenci. a.) Kaj vidite kot največjo oviro pri uporabi umetne
Najmanj pomembne prednosti
inteligence v svojem študiju? Od 1 (najmanjša ovira) do
Kreativnost z UI je ocenjena kot najmanj pomembna
5 (največja ovira).
prednost v primerjavi s tradicionalnimi učnimi metodami.
Študenti so pripravili prek 150 predlogov, ki smo jih tudi s
Na podlagi rezultatov in diskusije lahko ocenimo ustreznosti
pomočjo UI razvrstili v pet kategorij.
hipotez:
Nizka ovira: uporabniki prepoznajo le prednosti
Hipoteza 1 je potrjena: Vključitev umetne inteligence
umetne inteligence in ne zaznavajo ovir.
(ChatGPT) v predavanja in vaje pomeni večjo zanimivost in
Srednje nizka ovira: različna dolžina odgovorov, učinkovitost.
slovnične napake, omejitve v originalnosti besedila, Hipoteza 2 je delno potrjena: Vključitev umetne inteligence
podobnosti besed med uporabniki in jezikovne (ChatGPT) v predavanja in vaje omogoča bolj učinkovit študij,
karakteristike uporabniškega vmesnika. Dodaten čas ker je uporaba personalizirana. Še večji pozitivni učinek pa
za uporabo računalnika in omejitve pri dostopu do študenti namenjajo nadgradnji razlage profesorja, visoko
nekaterih spletnih strani in podatkov. prilagodljivost, 24/7 dosegljivost, možnost sodelovanja pri
nalogah ter hitro dostopanje do informacij. Srednje visoka ovira: omejena uporaba, skrbi glede
varstva podatkov in zasebnosti ter etičnih vprašanj in Rezultati celotne raziskave so dostopni na [6].
strahu pred nadomestitvijo ljudi z UI. Problem so tudi
zastareli podatki, verjetno prekomerna raba umetne 5 ZAKLJUČEK inteligence na račun zmanjšanja samostojnega
V letu 2023 smo se odločili opraviti raziskavo, s katero bi
razmišljanja. ugotovili nekatere osnovne značilnosti, možnosti in tudi
Visoka ovira: umetna inteligenca vedno ne ustreže potencialne težave uporabe UI (konkretno ChatGPT) pri
zahtevam, določenih vsebin ne pojasni zadosti, načrtovanju in izvedbi študijskega procesa. Uvodno raziskavo
spodbuja lenobo pri pripravi nalog, saj lahko smo opravili pri predmetu Vodenje in organiziranje medijske
prevzame reševanje vaj in pripravo gradiv, pogosto produkcije v visokošolskem strokovnem programu Mediji in
poda napačne informacije in deluje nepredvidljivo. novinarstvo na FUDŠ, Ljubljana, pri načrtovanju in izvedbi
študijskega procesa, ko smo poskusili dobiti še mnenje študentov Najvišja ovira: netočnost in nenatančnost ter
zastarelost podatkov, pomanjkanje transparentnosti, o tem, kako je vključitev UI v poučevanje predmeta vplivala na
njihovo učno izkušnjo, na zadovoljstvo s predmetom in tudi na
etična vprašanja in odgovornosti ter v določeni meri
regulativa, ki je še v pripravi. V raziskavi smo se pri uporabi ChatGPT osredotočili ocene, ki so jih pridobili pri predmetu.
b.) Katere prednosti vidite pri uporabi tradicionalnih učnih predvsem na tiste funkcije, ki so ključne za pridobivanje in
metod v primerjavi z umetno inteligenco? Od 1 (najmanj obdelovanje podatkov in jih študenti tudi največ uporabljajo. UI
pomembno) do 5 (najbolj pomembno). omogoča predvsem hiter pregled in zapisan prikaz določenega
obstoječega znanja, kar pomeni hiter dostop do ustrezno
Študenti so pripravili prek 170 predlogov, ki smo jih tudi s kakovostnega in urejenega materiala, v katerem so praviloma
pomočjo UI razvrstili v pet rangiranih kategorij. rešitve in predlogi, do katerih bo posameznik težje prišel sam ali
Najpomembnejše prednosti pa le z dolgotrajnim iskanjem po raznih virih, ki pogosto niti niso
Ključne prednosti UI so: nadgradi razlago profesorja, dostopni. UI jim lahko veliko pomaga tudi pri delu kot pomoč pri
visoka prilagodljivost, 24/7 dosegljivost, možnost brainstormingu, analizi, sintezi in vrednotenju rezultatov ipd.
sodelovanja pri nalogah in hitro dostopanje do informacij. Za ljudi, ki niso navajeni in preveč vešči pisanja in branja, kar
Pomembne prednosti je precej značilno za današnjo mladino, je tak pristop precej
Pomembne prednosti so: hitro iskanje informacij, motivacijski, obenem pa tudi edukacijski, saj so primorani in tudi
spodbujanje kreativnega in kritičnega razmišljanja, praviloma morajo še preveriti, dodelati in nadgraditi z raznimi viri, pa tudi svojimi raziskavami, razmišljanji, dognanji in personalizacija učenja ter razvoj socialnih veščin, medtem vzpostavljanje motivirani za branje in študij z UI pridobljenim gradivom, ki ga medčloveških stikov in odnosov,
ko je umetna inteligenca manj zahtevna glede znanja in strokovnjaki ob načrtovanju in izvedbi konkretnih nalog. predvsem s poglobljeno razpravo z mentorji ali drugimi
napora. Ugotovili smo, da večina študentov meni, da je uporaba
Srednje pomembne prednosti umetne inteligence pozitivno vplivala na jasnost razumevanja
Enostavno iskanje informacij, ustvarjanje zgodb, socialna predstavljenih vsebin v predavanjih in da je uporaba umetne
interakcija in prilagodljivost delovanja profesorja so inteligence naredila predmet bolj uporaben za njihovo prihodnje
ocenjeni kot srednje pomembni, saj lahko učenci prihranijo delo v medijski produkciji. Študenti najbolj cenijo večjo
čas, se lažje spomnijo gradiva in se bolje prilagajajo svojim učinkovitost pri izvajanju nalog in razvoj analitičnih veščin,
potrebam.
medtem ko menijo, da umetna inteligenca ne prispeva k boljšemu ZAHVALA
sodelovanju med študenti. Za pomoč in zelo tvorno sodelovanje se zahvaljujemo
Za spodbudo učiteljem pri uvajanju ChatGPT v študijski študentom 2. letnika programa Mediji in novinarstvo (v š.l.
proces navajamo misel študentke: 2023/24) na FUDŠ, Ljubljana.
Z uporabo ChatGPT sem za študij in delo veliko bolj
motivirana, saj vem, kje lahko dobim potrebne VIRI
informacije za katerokoli vsebino. Vem, da bom s [1] Anguiano Dani , Beckett Lois, 1. 10. 2023, How Hollywood writers
pomočjo UI naredila boljšo nalogo, zato tudi z večjim triumphed over AI – and why it matters, How Hollywood writers
triumphed over AI – and why it matters | US writers' strike 2023 | The
veseljem začnem z delom. Guardian (pridobljeno 15.12.2023).
Raziskava kaže, da ima uporaba umetne inteligence večinoma [2] Education in the age of artificial intelligence (okt., dec. 2023), Education
in the age of artificial intelligence | The UNESCO Courier (pridobljeno
pozitiven vpliv na učno izkušnjo študentov, vendar je potrebna 15. 12. 2023).
previdnost glede zanesljivosti, meja uporabe in ohranjanja [3] Artificial intelligence and the Futures of Learning, 2023, Artificial
intelligence and the Futures of Learning | UNESCO (pridobljeno
motivacije in angažiranosti. Pri nadaljnjem uvajanju UI v 15. 12. 2023).
izobraževanje bo treba upoštevati napredek v teoretičnih in [4] Tom Farrelly Tom, Baker Nick, 2023, Generative Artificial Intelligence:
Implications and Considerations for Higher Education Practice, Educ.
praktičnih dognanjih in praktične izkušnje pri načrtovanju in Sci. 2023, 13(11), 1109; https://doi.org/10.3390/educsci13111109
izvedbi predmeta. [5] Shir Ali, 2023, Information Integrity, Academic Integrity, and Generative
AI, Information Integrity, Academic Integrity, and Generative AI -
Information Matters (pridobljeno 15. 12. 2023).
[6] ZAKRAJŠEK, Srečo. 2024, Uporaba umetne inteligence (ChatGPT) pri
predmetu Vodenje in organiziranje medijske produkcije na FUDŠ,
Ljubljana: poročilo o raziskovalni nalogi. Ljubljana: IAM Visoka šola za
multimedije: FUDŠ, 2024. 60 str., ilustr. Digitalna knjižnica Slovenije -
dLib.si. [COBISS.SI-ID 180637955] (pridobljeno 1. 6. 2024).
Zbornik 27. mednarodne multikonference
INFORMACIJSKA DRUŽBA – IS 2024
Zvezek H
Proceedings of the 27th International Multiconference
INFORMATION SOCIETY – IS 2024
Volume H
Digitalna vključenost v informacijski družbi
Digital Inclusion in Information Society
Urednika / Editors
Matjaž Debevc, Ines Kožuh
http://is.ijs.si
9. oktober 2024 / 9 October 2024
Ljubljana, Slovenia
PREDGOVOR
Danes, v času hitrega razvoja digitalnih tehnologij, digitalna vključenost ostaja ključen steber
naše informacijske družbe. Širjenje dostopa do tehnologij in digitalnih storitev na vedno večji
del prebivalstva, vključno z osebami z različnimi oblikami oviranosti, zahteva nenehno
izboljševanje dostopnosti, razumljivosti in uporabnosti digitalnih rešitev. Ob naraščajoči
potrebi po prilagojenih rešitvah je naš cilj zagotoviti, da vsi posamezniki – ne glede na
njihove zmožnosti – lahko v celoti sodelujejo v digitalni dobi in izkoristijo njen polni
potencial.
Osrednja tematika konference "Digitalna vključenost v informacijski družbi – DIGIN 2024"
je, kako lahko sodelujemo za ustvarjanje digitalno dostopnega okolja, ki omogoča
enakopravno vključitev vseh. Naša druga hibridna konferenca, ki se ponovno izvaja v
sodelovanju z evropskim centrom virov o dostopnosti – AccessibleEU, bo združila vodilne
slovenske in mednarodne raziskovalce ter strokovnjake, ki bodo predstavili svoje rešitve,
spoznanja in metode za izboljšanje digitalne vključenosti. Skupaj bomo raziskali, kako lahko
s podporno tehnologijo ter prilagojenimi digitalnimi pristopi premagamo ovire, s katerimi se
srečujejo osebe z različnimi oblikami oviranosti, in ustvarimo digitalni svet, ki je resnično
dostopen vsem.
Prispevki, zbrani v letošnjem zborniku, predstavljajo bogat vir znanja in inspiracije za vse
udeležence. Preko njih bomo bolje razumeli, kako tehnologijo uporabiti za izboljšanje
kakovosti življenja in omogočiti enakopravno vključevanje v digitalno okolje. Verjamemo, da
bomo skupaj s tem dogodkom pomembno prispevali k bolj vključujoči in dostopni digitalni
prihodnosti.
Uredniški odbor
FOREWORD
Today, in an era of rapidly advancing digital technologies, digital inclusion remains a
fundamental pillar of our information society. Expanding access to digital technologies and
online services to an increasingly diverse population, including persons with disabilities,
requires ongoing improvements in accessibility, clarity, and usability. As the need for tailored
solutions grows, our goal is to ensure that all individuals – regardless of their abilities – can
fully engage with the digital world and leverage its full potential.
The central theme of the conference “Digital Inclusion in the Information Society – DIGIN
2024” is how we can collaborate to create a digitally accessible environment that enables
equal participation for all. Our second hybrid conference, organized once again in cooperation
with the European Resource Centre on Accessibility – AccessibleEU, will bring together
leading Slovenian and international researchers and professionals to share their solutions,
insights, and methods for advancing digital inclusion. Together, we will explore how
supportive technologies and adapted digital approaches can help overcome the barriers faced
by persons with disabilities, thereby building a digital world that is truly accessible to
everyone.
The contributions compiled in this year’s proceedings provide a rich source of knowledge and
inspiration for all participants. Through these insights, we will gain a deeper understanding of
how technology can enhance quality of life and enable equal participation in the digital
environment. We believe that, through this event, we will make a significant contribution
towards a more inclusive and accessible digital future.
The Editorial Board
PROGRAMSKI SVET / STEERING COMMITTEE
Matjaž Gams (Predsdnik / Chair) – Institut Jožef Stefan
Matjaž Debevc – AccessibleEU
Zoran Ren – Univerza v Mariboru, Fakulteta za strojništvo
Marta Licardo – Univerza v Mariboru, Pedagoška fakulteta
Boštjan Šumak – Univerza v Mariboru, Fakulteta za elektrotehniko, računalništvo in informatiko
Damjana Kogovšek – Univerza v Ljubljani, Pedagoška fakulteta
Matevž Pogačnik – Univerza v Ljubljani, Fakulteta za elektrotehniko
Dušan Caf – Alma Mater Europaea
PROGRAMSKI ODBOR / PROGRAMME COMMITTEE
Ines Kožuh (Predsednik) – Univerza v Mariboru, Fakulteta za elektrotehniko, računalništvo in
informatiko
Andraž Petrovčič (Podpredsednik) – Univerza v Ljubljani, Fakulteta za družbene vede
Maja Pušnik – Univerza v Mariboru, Fakulteta za elektrotehniko, računalništvo in informatiko
Katja Kous – Univerza v Mariboru, Fakulteta za elektrotehniko, računalništvo in informatiko
Darinka Verdonik – Univerza v Mariboru, Fakulteta za elektrotehniko, računalništvo in informatiko
Mirjam Sepesy Maučec – Univerza v Mariboru, Fakulteta za elektrotehniko, računalništvo in
informatiko
Patricija Sedminek – Univerza v Mariboru, Pedagoška fakulteta
Natalija Špur – Univerza v Mariboru
Narvika Bovcon – Univerza v Ljubljani, Fakulteta za računalništvo in informatiko
Jaka Čibej – Univerza v Ljubljani, Fakulteta za računalništvo in informatiko
Dejan Lavbič – Univerza v Ljubljani, Fakulteta za računalništvo in informatiko
Aleš Smrdel – Univerza v Ljubljani, Fakulteta za računalništvo in informatiko
Klemen Pečnik – Univerza v Ljubljani, Fakulteta za elektrotehniko
Žana Juvan – Univerza v Ljubljani, Fakulteta za elektrotehniko
Meta Furlan – Univerza v Ljubljani, Filozofska fakulteta
Nives Ličen – Univerza v Ljubljani, Filozofska fakulteta
Jelena Ficzko – Univerza v Ljubljani, Zdravstvena fakulteta
Anamarija Kejžar – Univerza v Ljubljani, Fakulteta za socialno delo
Jana Mali – Univerza v Ljubljani, Fakulteta za socialno delo
Simona Hvalič Touzery – Univerza v Ljubljani, Fakulteta za družbene vede
Exploring Digital Media Literacy: A Case Study of Elderly
Deaf Users in Slovenia
Laura Horvat† Peter Čakš Irena Lovrenčič Ines Kožuh
Faculty of Electrical Faculty of Electrical Držanič Faculty of Electrical
Engineering and Computer Engineering and Computer Engineering and Computer Faculty of Electrical
Science Science Science (University of
Engineering and Computer
University of Maribor Slovenia University of Maribor Slovenia Maribor), Faculty of Social Science
laura.horvat2@student.um.si peter.caks@um.si Sciences (University of University of Maribor Slovenia
irena.lovrencic@um.si Ljubljana)
ines.kozuh@um.si,
ines.kozuh@fdv.uni-lj.si
Abstract 2 Digital media literacy
This study explores digital media literacy and usage patterns 2.1 Digital Media Literacy among elderly deaf individuals in Slovenia. Interviews with two
Digital media literacy refers to the ability to access, understand
media literacy, particularly in critical media consumption. The and create content using digital media [3]. These skills are participants revealed moderate digital literacy but limited digital
participants use social media mainly for communication and essential in the information age, where rapid technological
information. The findings highlight a potential relationship advancements demand constant adaptation and learning [4].
between digital media literacy and usage frequency, Digital media literacy involves not only technical skills, but also
underscoring the need for tailored digital literacy training for the includes emotional response, consumption and cultural
deaf community. evaluation of media content [3, 5].
With social media becoming a key source of information for
Keywords many, the importance of social media literacy increased. These
Digital media literacy, social media literacy, deaf, social media, platforms became a popular way of spending free time, places for
digital media, new media, online media platforms. socialisation and communication with others in a personal or
business environment [6]. Digital media usage has also shifted
from desktops to mobile devices and tablets, changing the user
1 experience, frequency and mode of use [7, 8]. Introduction
In the digital age digital media play a central role in daily life, 2.2 Indicators of Digital Media Literacy
shaping how individuals access, understand and create digital Digital media literacy involves four main areas: critical
content. This shift presents unique challenges for D/deaf and consuming, critical prosuming, functional consuming and
hard of hearing (DHH) individuals in navigating the digital functional prosuming [9]. Critical consuming includes the ability
landscape [1, 2]. This paper explores the digital literacy and to analyse, synthesise and evaluate media content [5]. Critical
digital media literacy of DHH individuals in Slovenia, focusing prosuming involves interactive participation and critical content
of digital media’s accessibility. The objectives were to evaluate creation in new media environments, such as chatrooms. The on their abilities to navigate digital media and their perceptions
the level of (digital) media literacy among DHH individuals in individuals’ critical abilities are exhibited in their understanding
Slovenia, and examine their experience with social media and of social and cultural values [10, 11]. Functional consuming
online media platforms. By examining these aspects, the study refers to technical skills in using media content, such as
seeks to contribute to a better understanding of how DHH navigating the internet and using various digital devices [9, 12].
individuals interact with digital media. Since the study is Functional prosuming includes the technical skills needed for
ongoing, this paper presents only the preliminary findings from content production and distribution, such as creating and sharing
interviews with two deaf individuals. photos and videos on social media [12].
3 DHH in the digital media
3.1 Statistics on DHH Individuals
Permission to make digital or hard copies of part or all of this work for personal or In Slovenia there are approximately 1,500 deaf people and
classroom use is granted without fee provided that copies are not made or distributed around 50,000 hard of hearing individuals, according to the
for profit or commercial advantage and that copies bear this notice and the full
citation on the first page. Copyrights for third-party components of this work must Association of the Deaf and Hard of Hearing of Slovenia [13].
be honored. For all other uses, contact the owner/author(s). The European Union of the Deaf (EUD) reports further that
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
© 2024 Copyright held by the owner/author(s). around 1,850 individuals in Slovenia identify as deaf, and 1,000
https://doi.org/10.70314/is.2024.DIGIN.1 of them use Slovenian Sign Language [14].
3.2 Communication Habits of DHH 4.2 Research Questions
Individuals The study focused on two main research questions:
Communication among DHH individuals involves primarily the (1) What is digital media literacy among elderly deaf
use of sign language, with Slovenian Sign Language being individuals?
recognised officially and protected by law [15]. The right to use (2) How do elderly deaf individuals use digital media?
sign language includes access to interpreters and information
through adapted techniques, ensuring inclusion in social and 4.3 Participants
professional environments [16, 17]. In addition to sign language, The interviewees were two deaf individuals residing in Slovenia,
DHH individuals use written text and visual aids to facilitate who belong to the group of elderly people aged 60 years or older.
communication, particularly in digital contexts. Video calls via They were selected randomly from a larger sample of 12
platforms (e.g., Skype, Teams and Zoom) have become essential, participants, to present the preliminary results of the ongoing
especially during the COVID-19 pandemic, enabling real-time research study. Participant 1 (P1) is a 63 year old female with a
visual communication [18]. hearing loss level of 96 dB. Her educational level is lower or
vocational secondary. Participant 2 (P2) is a 60 year old female
3.3 Habits of Using Digital Media with a hearing loss level of 100 dB, and has primary school
DHH individuals use digital media increasingly for various education. Both participants lost their hearing early in life and
purposes, from social interaction, information access to their primary language is Slovenian Sign Language.
entertainment. Research indicates that DHH users use social
media platforms frequently to connect with their community and 4.4 Measuring Instrument
share experiences [19, 20]. DHH users particularly value video The measuring instrument consisted of several parts. Prior to
content with subtitles, text transcriptions or sign language for participation, the participants were questioned on their
improved understanding. The shift to digital media has also seen demographic data (gender, age, education level), followed by
a rise in the use of mobile applications tailored to DHH needs, data on their hearing loss (level of hearing loss, primary
such as those for real-time captioning and sign language language, hearing loss history). Next, the participants were
interpretation [21, 22, 23]. questioned on their use of digital media (social media and online
media platforms). This part consisted of questions on their
3.4 Challenges in Using Digital Media purpose of use, content creation, frequently encountered content
Despite many benefits, DHH individuals also encounter and frequency of use.
challenges in the digital environment. Accessibility is a common The next section examined digital literacy [29, 30], digital
issue, as many digital platforms lack subtitles or sign language media literacy [31, 32], and literacy about social media [33].
features [24, 25]. This can lead to social isolation and exclusion Lastly, the participants were also asked about their perception of
from mainstream digital interactions and content [26, 27]. the accessibility of digital media for DHH, as proposed by
Similar constraints arise in everyday occasions, such as public Maiorana-Basas & Pagliaro [34] and Kožuh & Debevc [35].
speeches, often conducted without an interpreter, and official
information delivered to individuals via phone calls, posing
5 Results
significant barriers for DHH individuals. Another significant
challenge is the lack of digital literacy training tailored to the 5.1 Digital Media Literacy Among Elderly
DHH community, such as those in sign language [28]. Deaf Individuals (RQ1)
Both interviewees demonstrated a satisfactory level of digital
4 literacy. P1 uses only a phone, while P2 uses a computer and Methodology
tablet, with a clear preference for the phone. Both have been
4.1 Procedure using digital devices for years, learning about them informally.
This case study examines two DHH individuals in Slovenia, who P1 learned to use them about 10 years ago with a partner’s
were recruited through Associations of DHH people. The assistance, and P2 15 years ago with her son’s help, and, later, at
inclusion criteria were (a) Identification as a DHH individual, (b) work. Neither expressed a desire to improve their digital literacy,
Membership in associations of DHH people, (c) Active use of at believing their current skills were sufficient for their needs. Both
least one social media platform, (d) Use of online media rely on others for help when encountering difficulties (e.g.,
platforms, e.g., dostopno.si. We collected data using semi- suspected money fraud), with P1 turning to her partner and P2
structured joint interviews, providing a holistic view and direct consulting an interpreter.
observation of the participants` interactions [36, 37]. A sign Both interviewees also follow traditional media, either
language interpreter was present to ensure accurate television or newspapers. While critical thinking skills are a
communication and provide additional support and information. crucial part of media literacy, it is concerning that neither verified
The interview took place at the Association of the Deaf and Hard the veracity of the online content. P1 typically relies on
of Hearing of the Podravje, Maribor unit, and was audio-recorded acquaintances to check veracity, and has occasionally clicked on
to facilitate the analysis of the interpreter's translation. The data fake news due to its attractive content, though she did not share
were later transcribed and analysed according to Roblek [39]. it. She mentioned, "I can tell when it is fake news". P2 is more
suspicious of online content and fears internet scams, as
indicated by her concern about the dangers of Facebook: "There to their lower media literacy. This leads us to conclude that the
are more and more of these scams". Neither participant interviewees might not think critically, and we might therefore
demonstrated an understanding of media bias and political classify their digital media literacy as lower. Their lack of
influence on media impartiality. understanding of it does not bother them, nor do they wish to
Social media literacy was examined in regard to the improve their digital media literacy. We believe that they may be
proficiency in navigating the Facebook application. P2 showed a compelled to use social media platforms (e.g., WhatsApp,
significantly greater proficiency, as she could navigate the main Facebook Messenger) and to follow the online media portal
features (post, comment, share) with more ease and dostopno.si, as they cannot communicate or inform themselves
independence, but also caution. In contrast, P1 required more otherwise, no matter how well they understand digital media.
time, and showed some confusion, asking P2 for help in learning
to post stories. Both participants acknowledged the positive
impact of social media platforms on maintaining relationships 6 Discussion
and staying informed. To assess the interviewees’ digital media literacy, we focused on
answering two Research Questions. Both participants have
5.2 Use of Digital Media by Elderly Deaf exhibited a moderate level of digital literacy (RQ1). Despite their
Individuals (RQ2) age and long-term hearing loss, they adapted to using digital
Both interviewees use social media platforms frequently, mainly devices and social media platforms, learning informally through
in the morning. Occasionally, they access them multiple times a family members and work experiences. However, they lacked
day. They both use Facebook, Facebook Messenger and critical thinking skills, a key component of media literacy.
WhatsApp, while P2 also uses Instagram and Imo. They use Neither of the interviewees verified the accuracy of online
social media to browse content, communicate and interact with content, indicating a gap in their digital literacy abilities. It is
posts from other users, particularly those featuring gestures in important to note that the primary language of both interviewees
photos or videos. One example is the travelling videos from is Slovene sign language, while social media platforms and most
fellow deaf individuals, which P2 finds interesting, and online media portals are based on text-based communication. An
exception is the online media portal dostopno.si, which the
understands due to international gestures. Their primary reasons interviewees know, and use mainly because the video content has
for using social media platforms are entertainment and staying an interpreter subtitling and transcripts.
updated with current events in their hometown. P2 also uses Both interviewees are active users of social media platforms
social media platforms for direct communication and occasional and digital media platforms (RQ2). They use social media
posting, such as photos and videos/stories of interesting things. platforms frequently (e.g., Facebook, WhatsApp) and mobile
Contrarily, P1 does not publish her own content. apps for communication (e.g., Imo). They use it for browsing
The interviewees follow Slovenian online media portals, content, communication, and interacting with posts, especially
including rtvslo.si, dostopno.si, and 24ur.com, with P1 also using those that include images and videos with gestures for better
zurnal24.si. P2 also follows foreign, mainly Croatian, portals understanding. There was a notable difference in content creation
displayed in her Facebook feed. They access these portals once a habits, as one participant frequently published her own content
day, usually in the morning, and seek mainly for information, but and the other avoided such behaviour.
also entertainment. Both access online media content through Following these findings, the connection between the use of
social media platforms rather than direct searches. The content digital media and digital media literacy is unclear. Although both
they typically encounter is genre-specific, including news, interviewees were cautious in using social media, they exhibited
culture, entertainment, sports and arts. When asked about the different levels of proficiency. P2, who shows higher digital
media portal dostopno.si, a portal for people with disabilities, literacy, engages more actively and confidently with digital
both expressed familiarity with it and past use, as they require media, creating and sharing content regularly. She is proficient
the presence of an interpreter to understand the content. in using multiple devices and platforms, indicating a higher level
The interviewees were also asked about the accessibility and of digital literacy compared to P1. In contrast, P1's lower
adaptation of the said social media platforms and online media engagement and more passive consumption of digital media
portals for the needs of deaf people, which they both agreed were reflect her more limited digital literacy. Both interviewees follow
sufficient. Nevertheless, P2 has had difficulties with verbal various online media portals for information and entertainment,
communication, as she finds it difficult or impossible to accessing content primarily through social media platforms
understand speech without gestures. rather than searching for it.
We observed that neither participant understood the Based on Lin et al`s (2013) indicators of digital media
importance of media impartiality. They also failed to avoid fake literacy, both interviewees fall into the functional category.
news, often clicking on links and reading the content (for P2 Neither can be classified as critically consuming or critically
there is a possibility that she would believe the content). When prosuming, although P1 exhibits some skepticism towards fake
asked about information, neither of them checks information news. Both possess the technical skills necessary for functional
from different online media sources. They do ask acquaintances consuming, with P1 proficient in using a phone, the internet and
about the veracity, but even they cannot know for sure if a certain social media platforms, and P2 is also competent with a computer
piece of information is really accurate. The fact that the and tablet. P2 additionally fits into the functional prosuming
interviewees do not seek out media content intentionally, but category, due to her active content creation on social media
only access it via social media platforms, might also contribute platforms. Despite initial help from family members, she now
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Innovative Technological Solutions for Cities
as a Response to the Challenges
of Multimodal Mobility for All Citizens
Inovativne tehnološke rešitve mest kot odgovor na izzive
multimodalne mobilnosti za vse prebivalce
Jani Demšar Marina Lovrić Roman Rener
Cartography Spatial Management Cartography
Geodetic Institute of Slovenia Geodetic Institute of Slovenia Geodetic Institute of Slovenia
Jamova cesta 2 Jamova cesta 2 Jamova cesta 2
Ljubljana, Slovenia Ljubljana, Slovenia Ljubljana, Slovenia
jani.demsar@gis.si marina.lovric@gis.si roman.rener@gis.si
Abstract often face significant barriers when navigating public spaces and utilizing public transportation. Mobility is a fundamental right of all people, crucial for social Digital data play a crucial role in supporting efficient participation, as recognized also by the UN Convention on the multimodal mobility, especially when it comes to understanding Rights of Persons with Disabilities. Despite this, persons with the entirety of the system, from standards to implementation. disabilities often face challenges when using public spaces and Real-time route planning apps that consider accessibility needs, transport. This paper emphasizes the importance of physical designated accessible parking information, and integrated accessibility, digital tools, and stakeholder collaboration to foster ticketing systems across various transportation modes facilitate inclusivity. Using mixed-methods approach, including data independent mobility. The primary aim of this paper is to explore cataloguing, field verification, surveys, and workshops, the study innovative technological solutions that can bridge the gap highlights the need for comprehensive data integration and between current challenges and the vision of inclusive urban accessible infrastructure to support independent mobility for mobility. persons with disabilities. It is important to approach and develop Furthermore, this paper presents research based on key mobility solutions for people with disabilities. These include projects including, "Enabling Multimodal Mobility for Persons methodology implementation, standards, pilot testing, with Various Disabilities" [3], "Spatial Data Support for Public adaptation, and integration of the entire system in the country, Passenger Transport Management – Persons with Disabilities in and the knowledge transfer to all stakeholders. Public Passenger Transport" [4] and "Analysis of Conceptual
Keywords Designs of Information and Technical System Support for
Persons with Disabilities to Increase Social Inclusion" [4]. These
multimodal mobility, spatial data, persons with disabilities, projects provide insights into the current state of accessibility of
public transport, accessibility public spaces and public transport infrastructure, addressing the
specific experiences of PwD.
1 Introduction
Mobility is a fundamental aspect of human life, enabling 2 Methods
individuals to navigate their environments and actively Understanding the travel needs of PwD is crucial for planning
participate in society. This right to independent movement cities with effective public transport, accessible public spaces,
extends to everyone, regardless of personal circumstances. The and diverse options for multimodal mobility. We employed a
United Nations Convention on the Rights of Persons with mixed-methods approach in our research to address this topic.
Disabilities guarantees this fundamental right to independent We developed various methodologies and object catalogues for
mobility for persons with disabilities (PwD) [1]. However, PwD data capture in the office. We developed methodologies for the
four groups focused on in the project, such as persons with
mobility impairments, persons with visual impairments, the deaf
Permission to make digital or hard copies of part or all of this work for personal or and those with hearing impairment, and the elderly. We have
classroom use is granted without fee provided that copies are not made or distributed covered the elements related to the mobility and accessibility of
for profit or commercial advantage and that copies bear this notice and the full the space for these people in the object catalogue. In the
citation on the first page. Copyrights for third-party components of this work must
be honored. For all other uses, contact the owner/author(s). catalogue, elements are described as attributes with
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia corresponding values. All elements are depicted in real-life
https://doi.org/10.70314/is.2024.DIGIN.2 scenarios with maps and photos, providing precise locations and © 2024 Copyright held by the owner/author(s).
real-world contexts. With the help of catalogues, we captured
data in the office on a desktop computer with an Open-Source
Geographic Information System (GIS) program tool. We used tests that have already been carried out, such as research
the latest orthophoto in Slovenian national coordinate system conducted by Triglav Čekada and Radovan [6]. Participatory
D96/TM with an accuracy of 0.25 m as the basis for captured data maintenance is the editing and maintenance of data after the
data as background. completion of data capture. Emphasis is placed on the
For this purpose, we created libraries composed of thematic participation of various PwD, who are often ignored in wider
characters, which we took from the object catalogues of the research or data capture. Many research projects confirm that
project. Verification of captured field data was carried out using people respond positively to changes when they are offered the
a digital approach; with open-source mobile data capture opportunity to actively participate [7] in decision-making or
application for Android, iOS, and macOS. Field data verification spatial planning. The approach to data capture was based on
was supported by persons with mobility impairments as a Volunteer Geographic Information (VGI), as a new source of
participatory method. We created data capture layers that include geospatial data. Term Volunteer Geographic Information is
areas for data capture, physical barriers (both permanent and relatively new according to Goodchild, and it is understood as
temporary), routes, public facilities, parking spaces for PwD, bus geographic data created and contributed voluntarily by
stops and railway stations, as well as points of interest. Each layer individuals, often through online platforms and mobile
contains different types of data. For example, for paths, we technologies [8]. Numerous studies show that GIS, through the
captured information on sidewalks, roads without sidewalks, use of smart mobile phones, has established itself as an effective
bicycle paths, pedestrian crossings, tactile pavement elements, tool for ensuring participation [9][10][11][12]. This technology
building edges, green spaces, fences, and stairways. Data on allows residents to actively contribute to shaping their living
physical barriers includes obstacles such as steps, high curbs, environment through mobile GIS applications, by capturing and
hazardous objects on paths, unsuitable surfaces, traffic signs sharing spatial data in real-time [13][14].
blocking sidewalks, low pegs, and movable barriers like parked
cars, flower beds, advertising boards, and outdoor seating from
restaurants. Temporary obstacles, such as construction sites,
were also documented, including details on the duration of
closures for excavation works. Additionally, we captured
location data of accessible toilets for PwD, and accessibility of
public transport (e.g. accessibility of bus stops and vehicles) to
support route planning.
To better understand the travel habits, experiences with
different modes of transport and the willingness to use the “on-
call transport model among people with disabilities, we
conducted a survey. The survey was conducted using the online
platform - 1ka, chosen for its user-friendly interface, open-source
nature, and accessibility features that cater to users with visual
impairments. To ensure comprehensive data capture and increase
survey participation, we employed two supplementary methods. Figure 1: Demonstration of a data capture workshop.
The first method involved collecting data at social events
organized by organizations for people with disabilities, allowing 3 Results us to engage closely with respondents and gather opinions and
information in a more informal setting. The second method As highlighted in the previous chapter, we captured data for four
involved collecting data through employment centres that cater groups of PwD included in the project. This data was then
to PwD. In both cases, respondents were given the option to entered into the database, organized topologically, and verified
complete the questionnaire either online or in person. for suitability in navigation applications. To visualize the
Finally, we conducted various workshops with persons with captured data, we developed the Web Accessibility Viewer - a
different types of disabilities, including those with mobility web-based GIS tool equipped with basic functionalities for
impairments, the blind and visually impaired, and the deaf and displaying and defining the properties of the various layers.
hard of hearing. These workshops were organized as focus Our database currently contains data for 79 municipalities,
groups, where we facilitated guided conversations through covering all groups of PwD considered in the project. The
specific questions to gather as much useful information as captured data includes 3,170 parking spaces designated for PwD
possible. These sessions provided us with in-depth insights into and 5,100 physical barriers, such as dropped kerbs, inadequate
how PwD navigate through different environments, how they use ramps, unsuitable pavement surfaces, and obstructions on paths.
assistive devices, and how they prepare for travel and use public Additionally, we have documented 1,650 accessible bus stops
transportation. We also gained new knowledge about various and 59 railway stations. In terms of public facilities, there are
technological aids and applications. 4,750 identified, of which 288 have accessible toilets for PwD.
For individuals with sensory impairments, 508 audible traffic
2.1 Volunteer Graphic Information for Data signals and 921 tactile pavement elements have been captured.
maintenance Furthermore, we have captured data on 712 points of interest
For data maintenance, we used the participatory data across the municipalities.
maintenance method. We relied on similar voluntary data capture
urban areas tend to be more accessible and the overall situation
is gradually and consistently improving.
4 Discussion
As we previously established, digital data on the accessibility of
public spaces and infrastructure can be captured both
methodically and in a participatory way, when shared by PwD
via smart mobile phones using a GIS app, thus becoming part of
big data. We define big data as large-scale datasets originating
from heterogeneous sources and collected in the urban
environment using sensors integrated in an Internet of Things
Figure 2: Web Accessibility Viewer displaying parking (IoT) system [17]. An IoT system combines devices such as
place from data bases. smartphones and different sensors into a single network
connected to a common server. As central elements of the IoT,
Analysis of the survey responses highlighted current sensors enable cities to collect real-time data from public
challenges in public transport, the experiences and travel habits transport usage and traffic flow analysis to energy consumption
of the respondents, as well as their actual intention to use the "on- and weather conditions [18]. Advanced analytics tools can
call transport" service. A total of 921 respondents participated in process and correlate this data to extract useful information to
the survey. The majority of respondents are from urban areas of improve city planning and management decisions [19].
Slovenia, more specifically Ljubljana, Maribor, Celje, Kranj, and The importance of big data in the context of accessibility is
Novo mesto. multi-layered. These data enable the analysis and understanding
We understand the "on-call transport" service as a service that of mobility patterns, use and accessibility of public spaces and
provides transportation from the starting point to the endpoint of infrastructure. With the help of this data, administrations or urban
a journey, with both points being within the operational area of planning and design professionals can identify areas where
the call center. If a passenger travels outside this area, the service improvements of accessibility are needed. Moreover, big data
offers transport to the nearest accessible public transport station. allows for a dynamic response to the needs of the population, as
This allows passengers to continue their journey using other it can detect and predict changes in mobility and space use
forms of public transport, enhancing their mobility and access to patterns. Providing accurate, real-time information on
a broader area. It is essential to mention that the "on-call accessibility of public transport using big data improves travel
transport" model acts as a bridge between individual transport planning options for PwD. This not only reduces the risk of
and complements existing public transport systems. encountering unexpected barriers, but also highlights the
The "on-call transport" service not only supports the importance of big data in the design and planning of more
independence and improves mobility of vulnerable groups but accessible and inclusive public spaces. The Ljubljana Passenger
also strengthens their social inclusion and independence. Transport's Urbana mobile app is a good example of the use of
Although originally designed for the transportation of PwD, the big data and sensor technologies in practice, as it allows users in
"on-call transport" service has the potential to benefit the wider need of an accessible bus to order transport for a specific time
community. It presents a solution that could be adapted for other and location, while the location of the bus can be monitored in
vulnerable groups, such as the elderly, children, or those without real time directly through the app.
private transportation in remote areas. The integration of different databases which include data on
The majority of respondents expressed interest in using "on- accessibility and data on public passenger transport is essential
call transport" if the advance notice period was 12 hours or less. for improving and enabling independent mobility of PwD.
A small number of respondents indicated that they would Combining data on accessible bus locations, accessible station
consider replacing their personal car with "on-call transport" if locations, accessible sidewalks and physical barriers, and
given the option. timetables allows people with different disabilities to access key
Our data analysis showed that most of respondents are information for route planning. All data are in standard format
employed, which is probably the consequence of distributing the for GIS and can be converted for various application use.
survey in employment centers to capture a wide range of To successfully implement knowledge into practice and
individuals with diverse experiences and travel habits. Retirees ensure accessible public spaces, efficient public transport, and
represent the second largest group, while students and self- other mobility options within the context of multimodal mobility,
employed individuals constitute the smallest portion of cooperation among stakeholders at local, regional, and national
respondents. levels, as well as experts in spatial planning, is essential. For
The analysis of field data capture, survey findings and digital data on accessibility of public spaces and infrastructure to
different workshops reveals that public transport accessibility for be useful and effectively integrated into various systems,
PwD is often inadequate. Respondents cited unreliability, collaboration with urban planners, public transport operators,
inaccessibility, and poor organization as some of the most organizers of on-demand transport services, and representatives
significant issues, leading many to prefer using personal cars of PwD is necessary. This collaborative approach will help
over public transport. Most stations and intercity public transport address the shortcomings and contribute to the improvement of
vehicles are inaccessible, as highlighted also by the Advocate of data in the future.
the Principle of Equality in Special Reports [15][16]. However,
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Acknowledgments 29. DOI: https://doi.org/10.57599/gisoj.2021.1.2.21
[13] Aimi Hamraie. 2018. Mapping Access: Digital Humanities, Disability
We would like to extend our sincere thanks to the Ministry of Justice, and Sociospatial Practice. American Quarterly. 70. 455-482. DOI:
https://doi.org/10.1353/aq.2018.0031
Environment, Climate, and Energy for funding the project [14] Sultan Kocaman and Nadire Ozdemir. 2020. Improvement of Disability Rights via Geographic Information Science. Sustainability 12, no. 14: "Enabling Multimodal Mobility for Persons with Various 5807.DOI: https://doi.org/10.3390/su12145807 Disabilities" for eight consecutive years, allowing us to improve [15] The Advocate of the Principle of Equality. 2023. Inaccessibility of Public Inter-Urban Bus service for Persons with Sensory Disabilities. Retrieve 17 and raise awareness about the importance of accessible July 2024 from https://zagovornik.si/wp- environments. content/uploads/2024/02/Special-Report_Inaccessibility-of-Public-Inter- Urban-Bus-Service-for-Persons-with-Sensory-Disabilities.pdf We are also grateful to The National Council of Disability [16] The Advocate of the Principle of Equality. 2023. Inaccessibility of Public Organizations of Slovenia for their extensive support in Inter-Urban Bus service for Persons with reduces mobility. Retrieve 17
implementing the project "Spatial Data Support for Public July 2024 from https://zagovornik.si/wp-content/uploads/2024/01/2023-
Passenger Transport Management – Persons with Disabilities in 11-23-Posebno-porocilo_Nedostopnost-javnega-medkrajevnega-
avtobusnega-prevoza-za-gibalno-ovirane_EN1.pdf
The authors of the article would also like to thank the Slovenian Oana-Matilda Sabie. 2023. Digital Twin Simulation Tools, Spatial Cognition Algorithms, and Multi-Sensor Fusion Technology in Research and Innovation Agency (ARIS) and the Ministry of Public Passenger Transport." [17] Elvira Nica, Gheorghe H. Popescu, Milos Poliak, Tomas Kliestik, and
Sustainable Urban Governance Networks. Mathematics 11, no. 9: 1981.
Labour, Family, Social Affairs and Equal Opportunities DOI: https://doi.org/10.3390/math11091981 [18] Amardeep Das, Sumanta Mishra Sharma, and Bikram Ratha. 2019. The (MDDSZ), who financing the research project entitled "Analiza New Era of Smart Cities, From the Perspective of the Internet of Things. konceptualnih zasnov informacijske in tehnične sistemske Smart Cities Cybersecurity and Privacy . 1-9. DOI: 10.1016/B978-0-12-815032-0.00001-9. podpore invalidom za povečanje socialne vključenosti " No. V2-[19] Michael Batty. 2016. Big Data and the City. Built Environment . 42. 321-2252, targeted research program "CRP-2022", made it possible 337(17). DOI: https://doi.org/10.2148/benv.42.3.321 .
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The role of communication skills in the development of
digital literacy competences using the "DigInGreen"
model
Mateja Forte † Matevž Obrecht Bojana Slomšek Šlamberger
Faculty of logistics Faculty of logistics Faculty of logistics
University of Maribor University of Maribor University of Maribor
Celje, Slovenia Celje, Slovenia Celje, Slovenia
mateja.forte@um.si matevz.obrecht@um.si bojana.slomsek@um.si
Abstract / Povzetek sensory needs and the dilemmas, associated with them. One of
them being the so-called digital literacy, meaning the ability of
The paper deals with the field of developing communication and individuals to effectively use digital technologies and the internet
digital literacy with the help of the lifelong learning model to find, create, evaluate and communicate information. This
"DigInGreen" for all layers of modern society, including people includes understanding and using digital tools, such as
with special needs. The aim of the authors is a targeted search for computers, smartphones, applications and social networks as
new solutions in the field of using digital learning and well as awareness of privacy, security and ethical issues in the
communication tools for the development of digital competences digital environment. Digital literacy and digital tools therefore
in the light of "Society 5.0". We focus on a unique way of play a key role in achieving the goal of equal opportunities for
connecting paradigms, such as: inclusive society, competences, all, as they can be completed by users in different periods of time,
digital, special needs, literacy and lifelong learning. We want to which are different for each individual and they help themselves
connect the thinking about the communicative ability, an in solving challenges with specialized learning or work tools
indispensable part of which is an individual's digital literacy and (letter enlargement, volume, translation into another language,
point out, that the circumstances of living in a modern, but still font transcription). In relation to the mentioned challenges, the
partially exclusive society, limit the development of an overall aim of this paper is to connect very different research
individual's communicative and digital literacy, due to a fields with the focus to find new solutions in the field of using
demonstrated special need or disability. We believe, that the digital learning and communication tools for the development of
activities we carry out, are a unique example of good practice, digital competences in the light of "Society 5.0". because they connect many scientific disciplines and fields into
a modern concept of competence development without excluding 1.1 Language and communication ability or conditioning the end user. We combine the paradigms of
logistics, informatics, statistics, social studies, linguistics and We cannot talk about the concept of digital literacy without first
didactics. All the above and more represent the concept of talking about language and the communicative ability, because
"Society 5.0", which cannot exist as a scientific construct, if it the latter represents the dividing line between human and other
does not consider the key aspect of one's own identification - communicative codes. Language represents our means of
social equality and the provision of equal opportunities. communication, it is a code, that humans have developed,
perfected, thereby enabling communication. Language is an
Keywords / Ključne besede agreed system of signs, which means, that it is a standardized
communication code and leads to the realization, that language
communication ability, digital literacy, competences, inclusion, is not just an individual property, it is a social property. With this
special needs, lifelong learning finding, ensuring the possibility of literacy development for the
individual in all its forms and variations becomes a social
responsibility. The latter is implemented not only in the home
1 Digital literacy is an exclusive component of environment, but also in the process of education at the primary,
developed communication skills secondary or tertiary level and in all forms of social interaction,
including models of lifelong learning. When communicating,
In the last few years, we have witnessed the rapid and general
two processes always take place; encoding, creating a message
progress of the digitization process everywhere, including in
and decoding or understanding and responding, to what is
education, which brings many opportunities, but also challenges,
communicated. At the same time, we must assume, that both the
especially when it comes to the inclusion of people with special
communicator and the addressee have developed communication
needs in the educational process. In the past, the field was more
skills. These are the knowledge and abilities of both the
related to physical and intellectual challenges, but today it is
addressee and the communicator to create any number of texts in
increasingly focused on emotional, behavioral, psychosocial and
a wide variety of speaking positions. The ability to communicate
is an important part of a person's general ability, as it enables
Permission to make digital or hard copies of part or all of this work for personal or him/her to creatively adapt to new circumstances and needs. The
classroom use is granted without fee provided that copies are not made or distributed ability to communicate therefore defines us through expression,
for profit or commercial advantage and that copies bear this notice and the full
citation on the first page. Copyrights for third-party components of this work must communication with others and our social involvement. Above
be honored. For all other uses, contact the owner/author(s). all, it determines our oral and written communication, both
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia classic and digital. We can all be creators/communicators as well
© 2024 Copyright held by the owner/author(s). as addressees, but we can only cooperate with each other with
https://doi.org/10.70314/is.2024.DIGIN.3
developed communication skills. So, we learn the means, easier management of digital content. We also know about the
through which we enter the communication process. implementation of individual distance educations, that enable
less mobile individuals to participate and do it more easily. Good
practices include collaboration with various stakeholders,
2 Accessibility for developed communication including non-governmental organizations, that liaise with
and digital skills people with special needs and developers of digital technologies
Universal digitization enables adaptation of learning content and to ensure comprehensive support and adaptations of learning
teaching methods, which can significantly improve accessibility and ensure constant updating of competences, which contributes content. In addition, it is important to promote lifelong learning
to educational opportunities for people with special needs. We to greater employability and inclusion of everyone, including
can highlight the example of online platforms and digital people with special needs in the labor market. Digitization and
materials; these allow learners to access learning content in an the development of green and digital competences through
adapted format, such as texts in larger fonts, audio recordings or lifelong learning are important steps towards ensuring equal
video content with subtitles. In addition, interactive tools and opportunities for all, including people with special needs. With
applications can enable individual adaptation of the learning legal frameworks and good practices we can create an inclusive
process, which increases the effectiveness of learning and the environment, that promotes sustainable development and digital
engagement of learners. The legal regulation in the field of literacy for everyone. But for this it would be necessary to
education of people with special needs in Slovenia is based on new approaches, advantages and tools for increasing an inclusive actively increase financial resources and educate personnel about
the Act on Equalizing the Opportunities of the Disabled and the educational environment. Act on the Guidance of Children with Special Needs. This
legislation determines the rights and obligations of educational
institutions regarding the provision of adaptations for people 4 Acquired competences are the basis for
with special needs. In practice this means that institutions must developed communication skills with an
ensure accessibility to all educational resources and services, emphasis on digital literacy
including digital platforms and technologies, but sometimes legal Digitization represents a major challenge, as the appropriate commitments are a burden to institutions, as there is no knowledge of users, including people with special needs, guaranteed systemic funding for their implementation. With the represents an essential pool of skills for the efficient operation of successful implementation of education, we condition the many processes. At the Faculty of Logistics of the University of
development of competences and the latter can be applied to all Maribor, we prepare, develop and implement short workshops,
final stakeholders, both people with special needs and people, that cover a wide variety of topics, such as: research into the
who do not have demonstrated special needs. As far as we management of sustainability and resilience in supply chains,
discuss the developed competences for digital literacy, of course digitization, interdisciplinary and applied knowledge. The use of
we cannot bypass the models, that take care of the development skills in the field of digitization enables efficient data collection
of these competences. We have developed such a model. and analysis, as well as high-quality tracking and optimization of
various processes. With the appropriate knowledge for all users,
we want to get closer to up-to-date and reliable information. In
3 lifelong education and learning within the "DigInGreen" model, A unique model of lifelong learning, that
develops both green and digital competences workshops in the field of digitization, such as: planning and we focus on offering all interested participants educational
We start from the concept of a special example of good practice implementation of digitization, use of simulation tools as
of lifelong education and learning of green and digital skills for decision support, information and computer security, use of
all social groups. They were designed and developed at the artificial intelligence tools, information and digital literacy,
Faculty of Logistics of the University of Maribor as part of the methods of communication, creation of video content. We enable
NOO project "DigInGreen". The acronym NOO defines the participants to study selected topics in depth and participate in
financial mechanism, namely the Recovery and Resilience concrete tasks and practical examples. This type of method of
Mechanism, from which operations, addressing the transition to implementing the lifelong learning model has proven to be very
a green, digital and resilient society are financed. As part of this successful in imparting and acquiring new knowledge and skills.
project, the Faculty of Logistics of the University of Maribor has As an educational institution, we see the development of lifelong
determined a research and development niche, that is aimed at learning according to the "DigInGreen" model in using digital
the development of green and digital competences through tools with the end user in mind, including users with special
lifelong learning and focus on various areas, which include both needs.
short-term and long-term goals for the development of social
studies, information sciences and social skills. The short-term
goals include training individuals to use digital literacy tools and 4.1 Model implementation
practices, that improve the efficiency of many processes, while Our most effective and also the most innovative form of work or
the long-term goals aim for the sustainable development and activity is the framework of the workshops, that we offer as part
strengthening of digital literacy at all levels of the population, of the project. All of them are innovative in terms of content, as
especially with an emphasis on understanding complex they all address topics, that are strongly related to “Society 5.0”.
challenges and possible approaches for people with special The main ideas are: digital, sustainable and resilient. All
needs. To ensure inclusive education, it is necessary to adapt workshops are interconnected and together provide a
teaching materials and methods, that enable equal access to comprehensive insight into the topic of sustainable and
knowledge and skills. For example, courses and workshops can digitalized future for all walks of society. Their innovation lies
include adapted digital interfaces, that are also accessible to in the method of imparting knowledge, as it is not a lecture.
people with visual or hearing impairments and tools, that enable
These are experiential workshops, that encourage participants to Figure 1: Model performance analysis
come to certain insights on their own. Former concepts of
learning and teaching have been abandoned and learners need In order to determine the effectiveness of the proposed model of
experiential learning to quickly assimilate the elements, that then lifelong learning and education to improve sustainable and
make up the so-called “micro education”. digital literacy within different social groups, we conducted an
analysis of satisfaction at the level of the participant. In the
4.2 Following the principles of an egalitarian sample, we analyzed the following parameters: content of the
society – “Society 5.0” workshop, length of the workshop, method of delivering content,
The “DigInGreen” lifelong learning model is defined by the place of performance and its accessibility, ease of registration,
principles of the “Society 5.0”, therefore an egalitarian society in accessibility of material, relationship between theoretical and
practical elements, dynamics and compliance with individual
its entirety. We follow: equal opportunities; all stakeholders of
expectations. 66 % of the participants expressed their intention
our project - participants in the planning of activities,
to deepen and upgrade the knowledge they acquired at the
implementation of workshops, participation in workshops - have
workshop. 95 % of them will also recommend participation in
the same opportunities to participate. Our basic criteria are the
the workshop to their colleagues, acquaintances and business
demonstrated area competence of the individual and potential
partners. Most of the participants pointed out that at the attended
gaps in knowledge. We offer all interested parties’ equal
workshop they upgraded their existing or acquired new
opportunities to participate in the project. Non-discrimination;
knowledge to improve their digital and sustainable skills.
we treat individuals equally. Individuals are not compared to
someone else because of gender, nationality, race or ethnic Acknowledgments / Zahvala origin, religion or belief, disability, age, sexual orientation or
other personal circumstance. Accessibility for the disabled and The article is funded from the European Union – Next
people with special needs; for all participants in the activities of Generation EU and the Ministry of higher education, science and
the “DigInGreen” lifelong learning model we provide suitable innovation, Slovenia. The research was carried out within the
materials, that contribute to the development of their digital and project, entitled: »Establishing an environment for green and
communication skills, using appropriate teaching methods and digital logistics and supply chain education«.
ensuring the correct guidance.
References / Literatura
4.3 Model performance analysis [1] Mateja Forte. 2015. Slovene language infrastructure for blind/impaired
students in regular primary school conceptual design of a primary school
textbook of the Slovene language for the inclusion program. University of
Primorska, Koper
[2] Maria Golden. 2001. About language and linguistics. Department of
Comparative and General Linguistics, Faculty of Arts, University of
Ljubljana, Ljubljana
[3] Olga Kunst Gnamuš. 1994. Theory of Communication. Center for
Discursive Studies, Ljubljana
[4] Matevž Obrecht, Tina Cvahte Ojsteršek, Mateja Čuček, Martin Fale,
Milena Kajba, Polona Vičič, Bojana Slomšek Šlamberger, Lazar Pavić.
2024. Knowledge supply chains - Guidelines for green and digital
transition st , (1. ed.), University of Maribor, University Press, Maribor
[5] Bojana Slomšek Šlamberger. 2024. ESG – Environment, company,
management no. 188, DigInGreen – an innovative concept of lifelong
education
1
The Moore’s Law for Education and the Need for
Inclusion
Marius M. Balas∗ ∗ † † ‡ , Valentina Balas , Dana Rad , Gavril Rad and S´ergio D. Correia
∗ Engineering Faculty, Aurel Vlaicu University of Arad, Arad, Romania
† Center of Research Development and Innovation in Psychology, Faculty of Educational Sciences Psychology and
Social Work, Aurel Vlaicu University of Arad, Arad, Romania
‡ Portalegre Polytechnic University, Portalegre, Portugal
Correspondance: {marius, balas, dana}@drbalas.ro, radgavrilarad@gmail.com, scorreia@ipportalegre.pt
Abstract—From within the electronics industry, Gordon Moore We believe that the current situation requires a new fun-
observed an exponential rate of development of technology. Over damental approach, capable to sustain in the long term a
time, the same pace of development has been observed for proper Moore’s Law for Education, helping students to include
most human activities, resulting in an exponential growth in
the volume of accumulated knowledge. This phenomenon also into the Moore’s Law for Knowledge era. For this, we must
has adverse consequences, especially the increasing difficulty of increase the efficiency of learning, so that it keeps pace with
the educational process, mainly in the scientific and engineering the increase in the volume of knowledge. This approach is
fields, which ultimately results in an increase in school dropout. encouraged by the statement according to which learning
To cope, we will have to initiate the inclusion of students in the resources are practically unlimited [4]. new context, through measures that will support for long term
a Moore’s law for education. To begin with, we propose several
measures, such as increasing the share of visual representations II. PSYCHOLOGICAL THEORIES EXPLAINING THE
of knowledge or applying the recommendations of the Bologna PHENOMENON
Process more rigorously.
A. Cognitive Load Theory
Index Terms—Moore’s Law, Visual Representation of Knowl- Cognitive load theory (CLT), developed by John Sweller,
edge, Bologna Process, Inclusive Education, System Engineering
provides a valuable framework for addressing the challenges
posed by exponential growth in knowledge and its implica-
tions for education. CLT posits that working memory has a
I. THE MOORE’S LAWS AND EDUCATION limited capacity for processing information. As the volume
and complexity of educational content increase, the cognitive
In 1965, Gordon Moore, Intel CEO & Co-founder, made a
load on students also rises. This escalation in cognitive load
perspicacious empirical observation: the number of transistors
can lead to cognitive overload, where students struggle to
in integrated circuits doubles every two years. This observation
process or retain information effectively, ultimately resulting
became the well-known First Moore’s Law. In the following
in reduced learning efficiency and increased dropout rates [5],
decades, and until today, the law has been verified and even
[6]. To counteract these issues, strategies that manage cognitive
knowingly applied in the management of the electronics in-
load, such as simplifying complex information and utilizing
dustry. Moreover, the exponential development pattern noticed
multimedia tools to present knowledge visually, are essential.
by G. Moore has been observed in many more areas of human
These strategies help accommodate the rapid advancements
activity: (1) Moore’s Second Law (Arthur Rock’s Law): the
described by Moore’s Law in education, thereby supporting
cost of a semi-conductor chip fabrication plant doubles every
more effective learning experiences.
four years; (2) More than Moore: the Moore’s law is now
Van Merrienboer and Sweller emphasize that recent de-
beginning to be revalued in the sense of performance indexes
velopments in CLT highlight the importance of designing
per chip instead of sheer number of transistors per chip; (3)
instructional methods that manage cognitive load effectively,
Moore’s Law for Knowledge: the general human knowledge
especially when dealing with complex learning scenarios [7].
doubles every year [1]; and (4) Moore’s Law for Everything:
By integrating these principles into educational practice, ed-
addresses our entire society as a whole [2].
ucators can better support students in handling the growing
An undesirable consequence of the Moore’s Law for Knowl-
complexity of their studies.
edge appears in education: young students face more and more
difficulty the increased volume and complexity of the knowl-
edge they have to assimilate B. Self-Determination Theory . Therefore, we are witnessing
an alarming increase in school dropouts. In 2001 G. Moore Self-determination theory (SDT), developed by Deci and
complained: “It’s hard to come up with ways to increase Ryan, emphasizes the essential psychological needs for au-
productivity in education” [3]. Eventually one can observe tonomy, competence, and relatedness as central to motivation
that Moore’s Law is beginning to make its presence felt in and learning [8]. The exponential growth of knowledge, as
education too [3]. highlighted by Moore’s Law, may challenge students’ sense of
812
2
competence and autonomy, especially when the pace of learn- D. Complex Adaptive Systems Theory
ing feels overwhelming or unmanageable. This can adversely Complex adaptive systems theory (CAST) provides a con-
impact their motivation and academic performance. According temporary cognitive psychological perspective that integrates
to SDT, when students perceive their learning environment as concepts from Systems Engineering. CAST focuses on how
supportive of their need for autonomy, they are more likely to systems, including educational systems, adapt and evolve in
experience intrinsic motivation and engage more deeply with response to environmental changes [14]. This theory empha-
the material. Similarly, providing constructive feedback and sizes the dynamic interactions among various components of
fostering meaningful interactions with peers and educators can a system and the necessity for flexibility in adapting to rapid
enhance students’ sense of competence and relatedness, which changes.
are crucial for maintaining motivation and engagement [9]. In the context of Moore’s Law for education, CAST posits
Research supports the idea that educational practices align- that educational systems must be designed to be adaptable and
ing with SDT principles can lead to more effective learning resilient to the exponential growth in knowledge. As knowl-
outcomes. For instance, Guay, Ratelle, and Chanal argue edge expands at an accelerating rate, educational environments
that optimal learning environments, which cater to students’ must continuously evolve to meet diverse learning needs and
psychological needs, contribute to better educational outcomes integrate new technologies and methodologies. This adapt-
[10]. They found that when students experience a high degree ability involves creating learning systems that can effectively
of self-determination within their learning contexts, they are incorporate feedback and undergo iterative improvements to
more likely to engage actively and perform well academically. refine educational practices [15].
In light of these insights, incorporating measures that sup- CAST also highlights the importance of feedback loops
port the psychological needs identified by SDT - such as and iterative processes in educational settings. By applying
providing opportunities for self-directed learning, ensuring CAST principles, educators can develop more responsive
frequent and constructive feedback, and facilitating collabo- and inclusive educational systems. For instance, leveraging
rative and supportive peer interactions - can help mitigate the iterative feedback mechanisms and promoting flexibility in
negative effects of rapid knowledge expansion. This approach teaching approaches can help address the challenges associated
not only addresses the challenges posed by Moore’s Law with rapid knowledge expansion, ultimately supporting long-
for education but also promotes more inclusive and effective term student success [16].
educational practices that cater to diverse student needs. By implementing CAST, educational institutions may create
settings that are more suited to managing the complexity
of modern education and responding to the needs of fast
C. Information Processing Theory knowledge expansion, as outlined by Moore’s Law.
Understanding the psychological underpinnings of educa-
Information processing theory, as developed by Atkinson
tional challenges in the context of rapid knowledge expan-
and Shiffrin, provides a framework for understanding how
sion provides valuable insights into how to support students
information is encoded, stored, and retrieved [11]. This theory
effectively. By applying theories such as cognitive load the-
becomes increasingly relevant as the volume of information
ory, self-determination theory, information processing theory
grows exponentially, presenting challenges for processing and
and complex adaptive systems theory, educators can develop
organizing vast amounts of data effectively. According to the
strategies to enhance learning outcomes and address the needs
theory, cognitive strategies such as chunking and rehearsal are
of a diverse student population. In addition to supporting the
crucial for managing large data sets, which can help students
inclusion of all students in a changing educational environ-
process and retain information more efficiently.
ment, these strategies aid in managing the growing body of
Chunking involves breaking down complex information
information.
into smaller, manageable units, making it easier to encode
and recall [12]. Rehearsal, which includes techniques like
III. CONCRETE INCLUSION MEASURES
repetition and active engagement with the material, also plays
a significant role in strengthening memory retention. Integrat- A. Improving the Bologna Process Application
ing these cognitive strategies into educational practices can School dropout is all the more expensive the more advanced
aid students in navigating the challenges associated with the the student is on a higher level of preparation and the larger
rapid expansion of knowledge. For example, employing visual the target group. That is why we will focus with priority on
aids, interactive tools, and other multimedia resources can students in the undergraduate stage.
enhance students’ ability to process and retain information by The Bologna Declaration (19 June 1999) proposed a higher
presenting it in more digestible formats [13]. educational system with two main cycles, undergraduate and
Incorporating information processing techniques into teach- graduate, leading to the master and/or doctorate degree (Fig.
ing methodologies supports increased inclusion and provides 1). Access to the second cycle requires successful completion
effective support mechanisms for students facing the com- of first cycle of minimum three years. The first cycle degree
plexities of modern education. By applying these strategies, (Bachelor) is already relevant to the European labour market
educators can help students manage cognitive load more as an appropriate level of qualification.
effectively, fostering an environment where learners are better A key issue is the balance between mass and elite higher
equipped to handle the demands of rapid knowledge growth. education [17]. This balance is perfectly designed, but our
813
3
observations (direct, empirical, and at a restricted scale) point As previously mentioned, in fields like science, technology,
out that many professors apply elite standards for the mass engineering, and mathematics, visualizations such as graphs,
level, leading to scholar dropout. Besides personal attitudes, models, and simulations are crucial for understanding abstract
this might also be caused by a possible lack of attention and complex concepts. Visual tools can illustrate historical
paid to the mass level compared to the elite one. There are timelines, sociological theories, and literary analyses, making
important differences between mainstream and elite education. these subjects more accessible and engaging. To give an
The inclusiveness of mass education is meant to be broad, but example, we mention that visual reasoning is beginning to be
its depth remains shallow, as does its specialization and rigor. adopted even in areas where formal mathematical approaches
On the other hand, elite education is supposed to be deep, seemed immutable, such as automation. These approaches are
rigorous, and specialized, thus losing out on inclusiveness. specific to Artificial Intelligence methods, which, let’s not
That is why the next measures will point to possible technical forget, seek to emulate human reasoning. In the broadest sense,
solutions leading to effectiveness, notably in mass education. in automation, one can observe a revaluation of methods based
on quantitative or even qualitative time analysis, such as the
analysis of the phase trajectory of the control error, which has
appeared since the nineteenth century, comparing to methods
based on the precise frequency analysis (transfer functions,
pole placement, etc.). More specifically, we can mention: (1)
The sliding mode [20]; (2) The qualitative analysis [21]; (3)
The self-adaptive fuzzy-interpolative controllers [22]; and (4)
Sculpting the state space [23].
Systems engineering (SE) is an increasingly significant
scientific field that successfully manages multidisciplinary
Fig. 1. The higher education structure (Bologna Process) and very complex systems (including educational ones). SE
applications are based almost entirely on visual software pack-
ages: UML (Unified Modeling Language), IDEF (Integration
B. Visual Representation of Knowledge
Definition), QFD (Quality Function Deployment), etc.
Homo Sapiens is a diurnal species, essentially relying on
sight [18]: 90% of information transmitted to the brain is
visual; C. The Top-Down Approach 50% of the brain’s surface is used for the vision; and
visual information gets to brain 60.000 times faster than text. SE is proposing another way to increase education’s effi-
These facts lead us to the conclusion that we should look ciency, which is derived from its holistic feature: embracing
to favorize the visual representation of knowledge, especially the Top-Down approach [24]. The top-down approach means
when addressed to the undergraduate students [19]. Figure 2 essentially fewer details and more comprehension.
illustrates how visual adds enhance texts’ understanding [18]. Bottom-Up teaching starts with small details and broadens
the scope of the lessons step by step as students master the
skills. This way is rigorous, yet instruction-driven, cumber-
some, and time-consuming, eventually suited for elite educa-
tion and company specific training.
The strategy of top-down teaching begins with the big,
abstract concept and works down to the specific details,
Fig. 2. Better formulated questions lead to better results according to the available time. This motivates students to
learn through direct interaction and their own experience and
Visuals can break down complex concepts into more di- is fast and suited to mass education. The Top-Down Approach
gestible parts, making it easier for students to grasp intricate in education provides a structured and motivating way to learn,
ideas. Diagrams, flowcharts, and mind maps can illustrate promoting a deeper and more integrated understanding of
the relationships between different concepts, helping students subjects while aligning well with real-world problem-solving
understand how they interconnect. Moreover, visuals are often and diverse learning styles. It is structured and linear, ideal
more memorable than text alone. The dual-coding theory for subjects where a foundational understanding is crucial,
suggests that information presented both visually and verbally aiming for a comprehensive understanding by building from
is more likely to be remembered, as visual representations general to specific. Students gain an overall understanding
can reinforce learning by providing multiple ways to process of the subject, helping them see how individual parts fit
and recall information. When considering student motivation, into the bigger picture. This broad perspective can enhance
visuals can make learning more engaging and interesting, comprehension and retention of detailed information. By un-
potentially increasing student motivation and participation. Vi- derstanding the ultimate goals and applications of what they’re
sual tools like graphs and charts encourage students to analyze learning, students can be more motivated to engage with and
data and identify patterns, trends, and outliers, and they help master the detailed content. Knowing the relevance and end
visualize problems and brainstorm solutions, fostering critical goals of their studies can make the learning process more
thinking skills. meaningful and interesting. Moreover, starting with general
814
4
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815
Multimedia Based Sign Language Dictionaries:
How are Potential Users Involved?
∗ †
Žana Juvan Klemen Pečnik
zana.juvan@f e.uni- lj.si klemen.pecnik@fe.uni- lj.si
Faculty of Electrical Engineering Faculty of Electrical Engineering
University of Ljubljana University of Ljubljana
Ljubljana, Slovenia Ljubljana, Slovenia
Abstract from poor accessibility and usability. Modern multimedia tech-
nologies offer a promising solution for a better representation of
Sign languages are rich visual-gestural languages that serve as
the spatio-temporal content. These technologies can be used to
the primary means of communication for the d/Deaf commu-
create more accessible and effective dictionaries that meet the
nity. Despite their complexity and cultural significance, sign
target users’ needs [3]. Yet, there is a notable lack of testing and
language dictionaries face challenges in terms of documentation,
evaluation of these dictionaries with all target audience groups
accessibility, and usability. Despite their linguistic richness, the
[4]. This gap highlights a critical problem where effectiveness
development of comprehensive and user-friendly sign language
and practicality of these resources are often assumed rather than
dictionaries remains limited, especially in terms of adequate user
empirically tested.
testing, leading to a gap between technological advances and
This paper explores the development and key features of multi-
user satisfaction.
media Sign Language Dictionaries (SLD), focusing on appropriate
This paper examines the history and evolution of sign lan-
empirical testing with target groups. This could improve accessi-
guage dictionaries, from the early printed versions to interactive
bility and usability, as well as better meet the needs of the Deaf
digital formats. It highlights their key features and technologi-
community, their relatives, friends, and anyone who wishes to
cal advances and discusses the benefits of integrating modern
communicate in sign language.
technologies such as motion capture and artificial intelligence
into sign language dictionaries to improve the accuracy and ac-
cessibility of sign language resources. The paper emphasizes 2 Technical Aspects of Sign Language
user-centered design and calls for a thorough evaluation involv- Dictionaries ing diverse target groups, including d/Deaf, hard of hearing, and
In the interconnected world, access to information in one’s nat-
hearing users. By addressing the current lack of empirical test-
ural language is a fundamental right that is essential for equal
ing, this paper proposes a hybrid approach to the development
participation and involvement in society. Language is a carrier
of sign language dictionaries that are accessible, effective, and
of culture, identity and knowledge. When people have access to
culturally sensitive, ensuring equal access to communication and
information in their natural language, they can better engage
information for all.
and break down the barriers that exclude people from important
Keywords conversations and opportunities. If information is only available
in a few languages, most people become marginalised and their
online dictionary, sign language, sign language dictionary, user
voices go unheard.
testing, evaluation
Conventional methods of information dissemination fall short
when it comes to sign languages. General dictionaries rely on
1 Introduction words, phonetics, pronunciation, and text-based explanations
The natural language of the d/Deaf, where "deaf " refers to a that are inadequate for sign languages. Sign languages are visual
physiological state, while "Deaf " refers to a member of the Deaf and spatial, and include hand and body movements as well as
community [1], is sign language, characterised by its unique facial expressions which can modify sign meaning. To accurately
visual-gestural modality, with each sign functioning as a lex- represent these elements, SLDs must use additional means of
ical unit within a comprehensive grammatical system. These communication such as videos, or other alternatives like anima-
languages are fully-fledged and serve as important means of com- tions, 3D animations, 360 videos, spatial videos and in addition,
munication for people with varying degrees of deafness, whether specialised notations [5].
prelingual or postlingual. Developing effective SLDs requires a hybrid approach that
Despite their richness, sign languages face significant chal- combines features of both learner’s and explanatory dictionar-
lenges in terms of documentation and supporting materials, like ies. Learner’s dictionaries simplify definitions and provide clear
textbooks, grammar books and dictionaries [2]. High-quality sign examples to help beginners. Explanatory dictionaries provide de-
language dictionaries are rare, and those that exist often suffer tailed descriptions and a broader vocabulary for advanced users
[6]. An ideal SLD would include a learner’s section with videos
∗
ORCID: 0000-0001-8859-180X
† demonstrating basic signs, accompanied by 3D animations and
ORCID: 0009-0004-1430-8054
text descriptions, with the goal to focus on fundamental vocab-
Permission to make digital or hard copies of all or part of this work for personal
ulary and common phrases, making it accessible to beginners.
or classroom use is granted without fee provided that copies are not made or
The explanatory part would cover complex signs with multiple
distributed for profit or commercial advantage and that copies bear this notice and
the full citation on the first page. Copyrights for third-party components of this examples in different contexts. This hybrid model would ensure
work must be honored. For all other uses, contact the owner /author(s).
that SLDs are versatile resources for all users, promoting equal
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
access to information and supporting the development of sign
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.DIGIN.5 language skills. By creating advanced hybrid SLDs that embrace
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Ž. Juvan and K. Pečnik
the visual and dynamic nature of sign languages, inclusion and of cultural sensitivity and user-centred design in the development
equality would be promoted in the best possible way. of these aids [15, 16].
2.1 History and Development
2.2 Advantages
The history and development of SLDs reflect the evolving under-
Sign language dictionaries offer numerous advantages that signif-
standing and appreciation of sign languages. The first sign lan-
icantly support the learning process and enhance communication
guage dictionaries were created in the 20th century [7] providing
and inclusion. They provide a standardised way of showing and
a valuable resource for both the Deaf and hearing communities.
understanding signs, which helps to standardise their meanings
These dictionaries were printed works that used static images,
for different users and contexts. This promotes the recognition
line drawings of signs and textual explanations to depict the
and use of the sign language, raises awareness and increases the
signs, which helped to somewhat bridge the gap in communica-
participation of the d/Deaf in society. In addition, these dictionar-
tion. These early dictionaries, while pioneering, had significant
ies enable anyone to learn new signs or refresh their knowledge,
limitations when it came to accurately capturing the dynamic and
ensuring accurate and effective communication, regardless of
spatial nature of sign languages. The static nature of used images
skill level - whether beginner or certified sign language inter-
often failed to convey the fluid and expressive aspects of sign
preter. As a comprehensive resource, sign language dictionaries
languages, often making it very hard for people to understand
play a crucial role in promoting inclusion and bridging commu-
and learn the signs correctly [3, 4].
nication gaps between d/Deaf and hearing people [3, 11].
A significant advancement in the representation of sign lan-
guage was achieved with the introduction of notation systems.
The first notation system was developed in 1960 by Stokoe, which
was closely followed by SignWriting (1974) and HamNoSys (1985) 2.3 Key Features
notation systems. They use pictures and abstract symbols to de- SLDs have evolved from simple printed resources to sophisticated,
scribe the elements of each sign, which makes analysis of sign interactive tools that are essential for learning, communication
language structure possible. To describe a sign accurately, five and inclusion. Initially, these dictionaries were based on static
parameters are needed: movement, handshape, location, palm images and textual explanations, which were basic but limited in
orientation and non-manual signals [4, 8]. Printed SLDs used four their ability to capture the full nature and details of sign language.
of the five parameters to describe included signs, which allowed Modern SLDs [3, 6, 11, 17, 18, 19] have evolved considerably,
for easier categorisation as well as more efficient searching, since incorporating a robust entry structure that typically includes
it was possible to organise signs by their characteristics instead the lemma, a video demonstration, and a detailed explanation.
of alphabetically [7]. Each entry can also provide usage examples and information
Video technology made a revolutionary advance for SLDs. on frequency of use, along with grammatical details, synonyms,
Early video dictionaries which began appearing in the late 20th antonyms and collocations. Visual aids and notation systems
century and used 2D video to demonstrate the signs [9, 10]. These such as Stokoe, HamNoSys, SignWriting further break down the
video dictionaries provide a more accurate representation of signs components of each sign, improving understanding and learning.
compared to static images, as they show body movements and The search function in these dictionaries is versatile and allows
facial expressions. However, 2D video still lacks spatial informa- users to find signs by entering a word or phrase, search by sign
tion, which is crucial for fully capturing the three-dimensional components, or by thematic groups. The search results are listed
nature of sign languages [11]. by relevance, ensuring the most accurate match.
The development of 3D avatar dictionaries has addressed some Interactivity is a key feature of modern SLDs. Video content
of the limitations of 2D videos by incorporating spatial informa- offers controls to play, pause, change playback speed and jump to
tion. These systems use computer-generated avatars to perform specific sections. Some dictionaries offer multiple synchronised
signs, offering users to depict signs from multiple viewing an- 2D videos filmed from different viewing angles for better under-
gles, which facilitates better understanding and learning. Despite standing, or even 3D avatars with 360-degree views, giving users
these advances, 3D avatars often struggle to adequately repro- the ability to freely change rotation or perspective.
duce natural facial expressions and body movements, which are As up-to-date and unlimited resources, online SLDs contin-
integral parts of signing, causing the Deaf community to not yet ually add new information, avoiding the limitations of printed
fully accept 3D avatars [12]. versions. This approach mitigates the pressure of deciding which
The most advanced SLDs today are exploring the use of sophis- entries to include and allows for quick updates, keeping the dic-
ticated interactive systems to improve inclusion and interaction. tionary current and comprehensive.
Researchers are utilising technologies like motion capture, aug- Additional features of modern SLDs increase their usefulness
mented reality and artificial intelligence to create more natural and educational value. Instructions on how to use the dictionary
and accurate representations of signs. These systems aim to cap- effectively, information on the history and context of sign lan-
ture the full complexity of sign languages, including accurate guage, and up-to-date information on the latest developments
facial expressions and subtle body movements [13, 14]. E.g. in- keep users informed and engaged. Features such as the "word
teractive platforms may allow users to view signs from different of the day" encourage regular learning and exploration of new
angles, slow down movements to study them in detail, and even signs. These interactive features lead to better learning outcomes.
converse with virtual assistants in sign language in real time. More advanced SLDs incorporate additional features, allowing
Scientific publications have documented these advances and users to participate in quizzes and games, practise with struc-
highlighted the associated technical and social challenges. Studies tured exercises, and save and print customised vocabulary lists.
have examined the effectiveness of various technologies and their In addition, SLDs can also support language rehabilitation by
acceptance in the Deaf community, emphasising the importance providing tools for continuous practise and improvement.
Multimedia Based Sign Language Dictionaries: How are Potential Users Involved? Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
3 User Centered Design and Evaluations 3.2 Evaluation Studies
The development of SLDs has mainly focused on its features, pro- The evaluation of SLDs can focus on both technical criteria and
gramming processes, and design. Numerous articles and papers user experience. Categorising features of SLDs and determining
meticulously describe the intricacies of these aspects, often em- what should be evaluated are crucial steps in this process.
phasising the technical and linguistic challenges. However, there From a technical perspective, the evaluations often look at how
is a glaring absence in the literature when it comes to user evalu- well the dictionary code or service works. However, this type of
ation of these dictionaries with the users. Since SLDs are used by evaluation is insufficient, if the user experience is not taken into
deaf, hard of hearing and hearing users, these solutions should be account. An effective evaluation should also include an assess-
tested and evaluated by all target groups with comparable tools. ment of functionality and usability, ideally involving the target
User testing is crucial to the development of any effective audience. For example, the evaluation of an Electronic Malaysian
educational resource, which is especially true for SLDs. Many Sign Language Dictionary [21] was conducted with actual users
studies have shown that involving end users in the testing phase and provided valuable insights into its effectiveness. In contrast,
is crucial to ensure effectiveness, efficiency and user satisfaction. most SLD evaluations often involve non-target groups of users,
One of the most widely used methods for this purpose is User typically in very small numbers, which limits the relevance of
Centered Design (UCD) [2]. This methodology emphasises effec- the obtained feedback.
tiveness, efficiency and user satisfaction. Effectiveness ensures Unfortunately, many SLD projects do not report on user testing
that the tools or services fulfil the intended purpose, efficiency at all. Instead, they rely on simple functional testing or use metrics
minimises the effort and time required for users to achieve their such as Google Analytics as a substitute for evaluation. This
goals, while user satisfaction creates a positive and engaging approach overlooks important aspects of user interaction and
user experience. UCD focuses on improving usability and aims satisfaction.
to develop tools that are intuitive and user-friendly. Ideally, SLD A few articles emphasise the importance of thorough user eval-
design should follow all UCD steps, including thorough user uation and show how user feedback can lead to improvements.
testing and evaluation. Unfortunately, in practise, many SLD de- A study on the users of an online dictionary of sign languages
velopment projects tend to skip the crucial fourth step of UCD — titled "Proposing an instrument for evaluation of online dictio-
evaluation with actual users. naries of sign languages" [4] provides a proposed framework for
This omission leads to a gap between the theoretical benefits of conducting comprehensive evaluations and further illustrates
SLDs and their practical usability. Without empirical evaluation, the benefits of involving users in the testing process.
developers miss out on important feedback that could lead to
improvements and adjustments. As a result, SLDs may not fully 3.3 Guidelines and Importance meet the needs and preferences of the d/Deaf and hard of hearing
The evaluation of sign language dictionaries is crucial to ensure
communities and hearing users, limiting their effectiveness as a
that they are effective, user-friendly, and meet the needs of their
learning or helping tool.
diverse users. Key aspects of evaluation must include testing
specific features, assessing usage and usability, ensuring ease of
use and reviewing the quality of videos and content. Feedback and
3.1 Target Users ideas from the community are invaluable for further development
The users of SLDs are diverse and they use these tools for various and improvement of any dictionary.
reasons, e.g. to learn a sign language, to interpret, to prepare for An evaluation of SLD should include all target user groups,
specific interpretations or to test their knowledge. Understanding including the d/Deaf and hard of hearing people, as well as profes-
these different user groups is essential for the creation of effective sional interpreters, teachers and other hearing learners, in order
and accessible dictionaries. to gain comprehensive insights. Methods that include interviews
Users can be categorised according to their purpose: Sign lan- are preferable to written surveys to obtain more in-depth, nu-
guage learners who are seeking to expand their vocabulary, in- anced feedback [22]. In a separate ongoing study, we were able to
terpreters who need accurate signs for communication, teachers demonstrate that it is important to use tools translated into sign
who use SLDs as teaching tools, and developers who are creating language for all users whose natural language is sign language,
or improving sign language resources. Another categorisation in addition to semi-structured interviews with participants. To
is by hearing status: d/Deaf people for whom sign language is summarise, it is important to tailor the evaluation methods to
a primary form of communication and hearing people who use the specific user group and allocate sufficient time for thorough
SLDs for learning, interpreting or teaching. testing and feedback collection. Although there are some differ-
Sign language competence also defines user categories: Begin- ences between countries in terms of certified interpreters and
ners who are just starting to learn, advanced beginners with basic legal obligations, each method should consider all possible op-
proficiency, proficient users who engage in complex interactions, tions to reduce the pressure on users by providing them with a
proficient users who often work in a professional context, and comfortable environment and relaxed user testing to minimise
experts, including native signers and experienced certified inter- the negative impact of testing methods on the final results.
preters or educators. It is important to understand all different The importance of these evaluations cannot be overempha-
user groups through user studies. They provide insight into how sised as they lead to a better end product or service. Systematic
the different groups interact with SLDs, their specific needs, chal- evaluations improve functionality, usability, and overall quality,
lenges and preferences. This knowledge is invaluable when it and ensure that the SLD or any other product or service actually
comes to customising features, increasing usability and improv- serves the target audience for which it is intended. This itera-
ing accuracy to ensure SLDs are effective and user-friendly for tive process ensures that the final product truly meets the needs
all experience levels within the sign language community [2, 3, and expectations of its users, resulting in a more effective and
20]. user-friendly sign language dictionary.
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(In)Accessibility of Slovenian E-commerce the Year Before
the European Accessibility Act
Bogdan Cerovac †
Institute for Digital Accessibility
A11Y.si
Ljubljana, Slovenia
Bogdan.Cerovac@gmail.com
Abstract Unfortunately, automated accessibility testing is quite limited
and cannot cover all success criteria and accessibility
The European Accessibility Act (EAA, Directive (EU) requirements [10]. Furthermore, it can never definitively
2019/882) aims to harmonize accessibility requirements, with a determine conformance [3].
significant focus on e-commerce services due to their socio- Such tests are unable to address context-based accessibility
549 requirements, aligned with WCAG 2.1 success criteria at result, they often fall short in detecting real accessibility issues levels A and AA, to provide more relevant results for future [4]. economic impact. This study manually assessed 26 key EN 301 requirements, which can only be evaluated by a human. As a
accessibility trend comparisons and to advocate for necessary
awareness and education initiatives. We examined 20 major and Testing the accessibility of websites and native mobile
original, Slovenian e-commerce platforms expected to fall within applications using automated tools can therefore only provide a
the EAA's scope. None of the websites were fully accessible; superficial impression of the state of accessibility [5]. each failed at least 13 out of the 26 selected requirements, with
an average of 17.1 criteria unmet per website. Our findings The main objective of the European Accessibility Act (EAA)
highlight the urgent need for improved accessibility to ensure is to harmonize accessibility requirements for a wide range of
digital inclusivity in Slovenia and identify specific accessibility essential services and products, including e-commerce services,
and usability issues that must be addressed to achieve compliance starting from 28 June 2025. The EAA does not specify a
and bridge existing digital barriers. particular accessibility standard to be used. Instead, it
Keywords systematically removing and preventing barriers, preferably emphasizes that accessibility should be achieved by
Accessibility, E-commerce, European Accessibility Act, through a universal design or "design for all" approach. [6].
WCAG, EN 301 549, Design for all, EN 17161, Accessibility
culture Studies using manual testing for accessibility are sparse due
to the significant time investment and specialized knowledge
1 Introduction accessibility of 20 representative Slovenian e-commerce required. Our intention with this study was to manually audit the
With the increased digitalization of e-commerce and beyond, it websites, present an overview of our findings, highlight the most
is crucial that digital solutions are inclusive and accessible to significant barriers for people with disabilities, and briefly
everyone, including individuals with permanent, temporary, or suggest ways to prevent or address these accessibility issues.
situational disabilities. International studies show that 95.9% of
the top one million home pages had detected WCAG 2 failures Based on our experience from other audits, we expected to
[1]. find that all these websites would be inaccessible.
Recent studies in Europe reveal that 94% of European
websites fail to meet accessibility requirements [2]; however, 2 Methods
these large-scale studies primarily rely on automated Since the EAA does not define a specific technical standard, we
accessibility testing due to its speed, convenience, and low effort. used selected parts of EN 301 549 accessibility requirements to
evaluate functional performance statements.
† ORCID: 0009-0007-2254-2459 These requirements are mandated by the Web Accessibility
Permission to make digital or hard copies of part or all of this work for personal or Directive (Directive (EU) 2016/2102) [7], which applies to the
classroom use is granted without fee provided that copies are not made or distributed public sector in the European Union. for profit or commercial advantage and that copies bear this notice and the full
citation on the first page. Copyrights for third-party components of this work must
be honored. For all other uses, contact the owner/author(s). Our study focused on a selection of 26 relevant accessibility
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia requirements from section 9 (check table 1) of the EN 301 549
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.DIGIN.6 (version 3.2.1) [8] standard during our manual evaluation,
supported by different tools (contrast checker, static code
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia B.Cerovac
validators (HTML, CSS and ARIA) and developer tools built in Table 1: Accessibility failures detected with manual
browsers). accessibility testing of selected EN 301 549 requirements
of 20 e-commerce sites
The selection of websites was based on three criteria: EN 301 549 Requirement Failed %
1. The company has at least 10 employees. sites of
2. The company has an annual turnover of at least 2 failed
million euros. sites
3. The website is original Slovenian e-commerce, rather 9.1.2.2 Captions (pre-recorded) 10/10 * 100%
than being a translation of content from international 9.1.1.1 Text alternatives 20/20 100%
companies. 9.1.3.1 Info and relationships 20/20 100%
9.1.4.3 Contrast (minimum) 20/20 100%
The sampling of webpages was conducted based on the following 9.4.1.3 Status messages 20/20 100%
essential end-user digital journeys: 9.2.4.1 Bypass blocks 18/20 90%
• Home page and navigation mechanisms. 9.2.4.4 Link purpose (in Context) 18/20 90%
• Product search, filtering, comparison. 9.2.4.7 Focus visible 18/20 90%
• Add to cart procedure. 9.3.3.2 Labels or instructions 17/20 85%
• Registration and login mechanisms. 9.1.4.5 Images of text 16/20 80%
• 9.2.2.2 Pause, stop, hide 16/20 80% Contact and customer support functions.
9.2.4.6 Headings and labels 15/20 75%
The manual accessibility audits were conducted from April to 9.2.4.3 Focus order 15/20 75%
May of 2024, by four auditors: two senior auditors with multiple 9.3.3.3 Error suggestion 15/20 75%
years of experience, one auditor with a couple of years of 9.2.1.1 Keyboard 15/20 75%
experience, and one junior auditor. The results were coordinated 9.1.4.11 Non-text contrast 15/20 75%
and verified to ensure the highest possible quality and reliability. 9.1.3.5 Identify input purpose 14/20 70%
9.1.4.1 Use of colour 12/20 60%
To ensure the integrity of our findings and maintain 9.3.3.1 Error identification 11/20 55%
confidentiality, we anonymized the e-commerce platforms under 9.3.1.1 Language of page 9/20 45%
study. This approach allowed us to objectively highlight the 9.1.4.10 Reflow 8/20 40%
barriers identified, aiming to raise awareness and mitigate 9.2.4.2 Page titled 8/20 40%
potential biases. 9.1.4.4 Resize text 5/20 25%
9.2.4.5 Multiple ways 4/20 20%
3 9.2.1.2 No keyboard trap 2/20 10% Results
9.1.3.4 Orientation 1/20 5%
All websites failed to conform to the EN 301 549 and WCAG 2.1
standards at both A and AA levels. * 9.1.2.2 Captions (pre-recorded) was only tested on 10 sites
as the other 10 did not have any videos.
On average, each website had 17.1 accessibility issues out of 26
selected criteria. The two worst-performing websites failed 20 The secondary goal of manual accessibility testing was to out of 26 criteria, while the best-performing website failed 13 out document specific issues that can be used for further research. of 26 criteria. We are only briefly reporting them here:
• Use of CAPTCHA was often conducted with
The specific accessibility requirements that all websites failed
inaccessible solutions that were totally blocking blind
include:
• 9.1.2.2 Captions (pre-recorded) – 10 sites of 20 used people relying on screen readers.
• Modal implementations, especially cookie consent
videos and all the videos were without captions of
modal windows, were often inaccessible for multiple
any kind.
• 9.1.1.1 Non-text content – mainly missing or wrong groups of users, especially blind screen reader users
• 9.1.3.1 Info and relationships – mainly wrong or data collection consent management. missing semantics of HTML code. • Unstoppable, auto-playable carousels loaded with • 9.1.4.3 Contrast (minimum) – mainly text contrasts information that is unusable for all people. alternative text on images and functional icons. keyboard). This also has further legal implications for and keyboard only (or assistive technologies based on
that were below 4.5:1 for normal size texts. • Pages coded as English with Slovene texts and
• 9.4.1.3 Status messages – mainly for features like add components that use English alternative texts for
to cart, filter/search result changes and some form screen readers on pages with Slovene language.
validations. • Inaccessible mobile (“hamburger”) menu buttons,
often totally unusable for keyboard-based assistive
technologies, screen readers and voice input.
(In)Accessibility of Slovenian E-commerce the Year Before the
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
European Accessibility Act
• 260 tab presses needed to bypass site navigation and We are aware of multiple limitations of this study, but would like
get to the content of the page. especially to point out the following:
• Background images coded as decoration including • We scaled down the scope of testing with the full
important information. EN 301 549 set of requirements to expedite
• When pages are zoomed in or in landscape mode on testing. Testing a full list of requirements would
mobile devices, the site framework like navigation, most likely produce even worse results, but our
footer, and sticky buttons cover almost 90% of the selection was based on the relevance of
screen, thus making content practically invisible. requirements for e-commerce.
• Keeping the selected 20 e-commerce websites
Results of manual accessibility testing of the selected EN 301 intentionally undisclosed makes comparison of
549 requirements / WCAG success criteria, show that even if all trends of the same websites impossible, but we
20 sites were to pass various types of automatic accessibility still believe that they are a well-chosen and
testing (which they did not), they would not conform to relevant representative sample for high-level
accessibility requirements and would be inaccessible to certain inaccessibility situation indication and may be
groups of users, especially screen reader users, keyboard-only compared with similar websites on a requirement
(and similar assistive technologies) users, users with visual basis.
impairments and deaf users or users with hearing impairments. • Our scope was limited to a set of the most vital
parts of the user journey, and testing beyond that
would most probably find more failures, but we
4 Discussion wanted to focus on the most important parts from
The study confirmed our expectation that all websites audited an end-user perspective instead of mapping the
were inaccessible to groups of users, especially people with situation of the technically wider but less realistic
disabilities. The pervasive neglect of web accessibility in scenarios.
Slovenian e-commerce not only excludes users with disabilities • We would like to involve people with different
but also represents a missed opportunity for businesses to reach disabilities to support the study with parallel
a broader audience. usability testing, using their own ways and
assistive technology, but that was not possible due
A year before the new accessibility legislation is enforced, we to limited resources.
would like to see better results – less inaccessibility, highlighting
the need for increased awareness and education among
stakeholders, project managers, web developers and designers, 5 Conclusion
content providers, and everyone else involved in the planning, This study's findings highlight the pervasive inaccessibility of
production, maintenance, and implementation of e-commerce. Slovenian e-commerce websites, with none of the 20 audited
sites fully conforming to EN 301 549 and WCAG 2.1 standards.
Besides people with permanent disabilities, we also need to Each e-commerce website failed an average of 17.1 out of 26
consider situational and temporary disabilities that are often left selected criteria, with issues ranging from missing captions and
out of demographics and statistics. It is important to be aware of alternative texts to inadequate contrast and problematic
the negative implications of inaccessibility on society as well as navigation mechanisms. These shortcomings exclude users with
its negative impact on the business sector. disabilities and represent missed opportunities for businesses to
engage a broader audience.
Automatic accessibility testing alone can never be enough to
test for conformance to accessibility standards, but it is As the European Accessibility Act's implementation approaches,
nevertheless a useful complementary tool, helping to make it is imperative to raise awareness and educate stakeholders,
manual auditing slightly faster and more efficient. There are including project managers, web developers, designers, and
numerous automatic accessibility testing tools that also have content providers. Improving accessibility is not only a legal
issues with false positives (reporting accessibility issues falsely) obligation and financial repercussion prevention, but also a
[10] and human interpretation will always be vital for quality of moral and business imperative. Automatic testing tools, while
the end results. useful, cannot replace the nuanced insights gained from manual
audits.
We would like to point out that it is obvious that there is Therefore, a combination of both methods, with a focus
ample evidence that accessibility needs to be integrated into on manual evaluation, is essential for meaningful progress
organizations from top to bottom, and it is also evident that toward digital inclusivity. When baseline conformance is
standards such as Design for All (EN 17161:2019) [9] and EN guaranteed and there are no obvious barriers, we highly
301 549 get insufficient attention. We encourage stakeholders recommend the involvement of people with disabilities, to
and all interested persons to study, implement, and share further improve the usability aspects beyond technical guidelines
knowledge to raise awareness, improve accessibility at scale, and and standards.
with that enable more people to use their services for common
benefits.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia B.Cerovac
Addressing accessibility issues benefits everyone, including https://www.w3.org/WAI/standards-guidelines/act/rules/about/#act-rules-
those with temporary or situational disabilities, and enhances the are-partial-checks
[4] Adrian Roselli. Comparing Manual and Free Automated WCAG Reviews.
overall user experience. The study underscores the need for 2024. Retrieved from https://adrianroselli.com/2023/01/comparing-manual-
ongoing efforts to bridge digital barriers and ensure that e- and-free-automated-wcag-reviews.html#Highlights
[5] Kollotzek, G., Zimmermann, G., Ableitner, T., & Nebe, A. M.. 2021.
commerce platforms are accessible to all users, thereby fostering Comparison of Manual Evaluation Methods for Assessing the Accessibility
an inclusive digital environment in Slovenia. of Websites based on EN 301 549. In CHIRA (pp. 24-35).
https://doi.org/10.5220/0010647000003060
[6] Official Journal of the European Union. 2019. Directive (EU) 2019/882 of
the European Parliament and of the Council of 17 April 2019 on the
accessibility requirements for products and services (Text with EEA
Acknowledgments relevance). Retrieved from https://eur-lex.europa.eu/legal-
content/EN/TXT/?uri=CELEX%3A32019L0882
I would like to express my gratitude to the following individuals, [7] Official Journal of the European Union. 2016. Directive (EU) 2016/2102 of
the European Parliament and of the Council of 26 October 2016 on the
members of the Institute for Digital Accessibility A11Y.si, accessibility of the websites and mobile applications of public sector bodies
Slovenia, who made this research possible by auditing and (Text with EEA relevance). Retrieved from https://eur-lex.europa.eu/legal-
content/EN/TXT/?uri=celex:32016L2102
reviewing the audit results (listed alphabetically): [8] European Telecommunications Standards Institute. 2021. EN 301 549
V3.2.1: Accessibility Requirements for ICT Products and Services.
• CEN/CENELEC/ETSI Joint Technical Body. 2024. Retrieved from
Andreja Bevc MSc, https://www.etsi.org/deliver/etsi_en/301500_301599/301549/03.02.01_60/
• en_301549v030201p.pdf Grega Fajdiga [9] European Committee for Standardization. EN 17161:2019 Design for All - • Tilen Škraba Accessibility following a Design for All approach in products, goods and
services - Extending the range of users. 2019. Retrieved from
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T,FSP_ORG_ID:62323,2301962&cs=1AECBCDFF18BED2C84BA2E5F
[1] WebAIM (Web Accessibility In Mind). The WebAIM Million. 2023. A7AF6E955
Retrieved from https://webaim.org/projects/million/#wcag [10] Markel Vigo, Justin Brown, and Vivienne Conway. 2013. Benchmarking
[2] Craftzing.com and Wieni.com. Digital Trust Index. digitaltrustindex.eu. web accessibility evaluation tools: measuring the harm of sole reliance on
2024. Retrieved from https://www.digitaltrustindex.eu/#summary automated tests. In Proceedings of the 10th International Cross-Disciplinary
[3] The ACT Task Force of the W3C Accessibility Guidelines Working Group Conference on Web Accessibility (W4A '13). Association for Computing
(AG WG). W3C Web Accessibility Initiative (WAI). 2024. Retrieved from Machinery, New York, NY, USA, Article 1, 1–10.
https://doi.org/10.1145/2461121.2461124
Digital Inclusion of Children with Special Needs in
Extracurricular Sports Activities
Nuša Maver † Matjaž Debevc Katja Košir
Pedagoška fakulteta AccessibleEU Filozofska fakulteta
Univerza v Mariboru Maribor, Slovenia University of Maribor
Maribor, Slovenia matjaz.debevc@guest.um.si Maribor, Slovenia
katja.kosir@um.si nusa.maver@gmail.com
to all, as they offer numerous benefits to everyone [2]. Including
children with special needs in sports activities requires properly
Abstract trained staff, suitable equipment and tools, and environmental
This article explores the inclusion of children with special needs and content adjustments. For successful inclusive sports training,
in extracurricular sports activities, focusing on necessary it is crucial that coaches and other professionals in sports
adaptations for their full participation. It analyzes the current understand the specific needs of different groups of children with
state of sports offerings in the Maribor region and identifies special needs, implement necessary adjustments during the
challenges faced by sports clubs. Key recommendations include training process, and remain open to exploring new possibilities
specific coach training, systematic program adjustments, and the and solutions [5].
use of digital tools to enhance engagement and track progress. A In recent years, digital tools have become essential in
handbook for coaches is presented, offering strategies and adapting sports activities for children with special needs. Modern
adaptations for various groups of children with special needs. technologies, such as exercise tracking apps, virtual reality, and
The aim is to ensure accessible sports activities for all children, interactive training programs, enable adaptations that facilitate
promoting their social, emotional, and physical development. inclusion in sports activities [7]. These tools not only ease the
implementation of training but also increase children's
Keywords motivation, allow monitoring of progress, and adapt activities to
Children with special needs, inclusion, sport clubs, inclusive their needs and capabilities.
sport activities, assistive technologies Through a review and analysis of the current situation,
conducted via survey research, we investigated the possibilities
for including children with special needs in organized sports
1 activities in the Maribor area and the surrounding regions, and Introduction
the knowledge of this field among the leaders of sports clubs and
The inclusion process is based on the mindset that children have
associations. Special emphasis was also placed on the use of
diverse abilities, expectations, and needs, but can learn and
digital tools, which can significantly contribute to improving the
develop together in a suitably designed environment. In a
quality of sports programs for children with special needs.
positive school climate, where diversity is valued, every child
Based on the analyzed research results, which will be
can realize their potential [3]. The Slovenian »Placement of
described in the following sections, and the review of
Children with Special Needs Act« facilitates the inclusion of
documented good practices from abroad, we have developed a
children with special needs into regular educational programs
handbook [4] providing guidelines for successfully
with adapted implementation and additional professional
implementing an inclusive training process. This handbook aims
assistance [6]. For effective work and active involvement of all
to enable coaches to effectively work with children with special
participants, teachers must understand the characteristics of the
needs within regular sports programs.
children and the necessary adjustments concerning content, tools,
environment, and other factors.
such as work, cultural life, leisure, recreation, and sports, Inclusion extends beyond education to other areas of life, 2 Empirical research
although it is rarely organized in these fields. This article focuses 2.1 Problem definition and purpose
by maintaining physical and mental health, boosting self-esteem, The issue of including children with special needs in organized on sports, which play a significant role in the lives of individuals
fostering friendships, and integrating into the broader social extracurricular sports activities is critical, as we observe in practice that this group of children has limited opportunities to environment [1]. Organized sports activities should be accessible participate in mainstream programs of sports clubs and
Permission to make digital or hard copies of part or all of this work for personal or associations.
classroom use is granted without fee provided that copies are not made or distributed The purpose of the research was to analyze the existing
for profit or commercial advantage and that copies bear this notice and the full situation and identify barriers preventing the inclusion of these
citation on the first page. Copyrights for third-party components of this work must
be honored. For all other uses, contact the owner/author(s). children in sports activities. By doing so, we aimed to contribute
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia to a better understanding of the issue and develop guidelines for
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.DIGIN.7 working with each group of children with special needs in sports.
2.2 hindrance to the progress of other participants, and fear of Objective of the empirical research
responsibility.
The primary objectives of the empirical research were:
• The analysis of the inclusion of children with special needs in
To determine the opportunities available for children with sports clubs and associations showed a highly varied situation.
special needs to participate in extracurricular sports Key findings from the analysis can be linked to foreign practices,
• identifying the main reasons for the non-inclusion of children activities in the Maribor area and its surroundings.
To identify the barriers and reasons why sports
clubs/associations reject children with special needs. with special needs in additional sports activities as follows:
• To propose solutions and formulate guidelines to improve
the inclusion of children with special needs in sports Social environment:
activities. 1. Negative societal attitudes towards individuals with special
• To examine the role of digital tools in adapting sports needs.
activities for children with special needs. 2. Low level of trainer qualifications: sports clubs and
associations reported that their trainers have limited
2.3 knowledge and experience working with children with Methodology
The research was conducted in three parts. Initially, we special needs. Most surveyed trainers expressed a need for
performed a local environmental scan by contacting 13 disability additional education and training.
organizations via telephone to gather data on the availability of 3. Inappropriate attitudes and communication towards
sports programs for children with special needs and the children with special needs.
possibilities for their inclusion. In the second part of the research, 4. High costs: the groups with children with special needs are
we employed a survey method to collect data on the existing significantly smaller in number compared to others, as a
practices and challenges faced by sports clubs/associations in higher degree of individualization is necessary for the safe
including children with special needs in their regular sports conduct of training. It is also necessary to provide more
programs. coaches.
The survey questionnaire, answered by the leaders of the
Physical environment:
sports clubs/associations, consisted of ten closed-ended and two
1. Access issues and inadequate equipment (facilities, devices,
open-ended questions. A total of 48 local sports clubs and
tools).
associations, covering 18 different sports disciplines,
2. Lack of programs that enable children with special needs to
participated in the research.
engage in organized sports.
Regarding the use of digital tools in sports activities, we
3. Unadapted existing programs: although some clubs
conducted interviews and a brief review of studies published in
implement adjustments to their sports programs, these are
journals. The handbook written following the research is based
often not systematic or specific enough for individual
on the conceptual framework of foreign sports organizations that
groups of children with special needs. The most common
exemplarily implement inclusion in sports practice. To deepen
adjustments include changes in the intensity of training and
our understanding of the inclusive paradigm, we attended online
individually tailored tasks.
courses organized by their umbrella organizations, studied the
methods and principles essential for achieving inclusion in sports,
Personal reasons:
and supplemented these insights with our own experiences.
1. Lack of confidence among trainers in their abilities.
2. Lack of confidence among parents in the abilities of trainers.
3 3. Time constraints for parents. Analysis of the sports offer by disability
4. Financial constraints for parents.
organizations
5. Lack of parental knowledge about the importance of sports
The analysis of the sports offerings by disability organizations in activities for their child’s quality of life, available sports
in Slovenia (town Maribor area and its surroundings) revealed programs, and possible adaptive equipment and tools that
that while the range of sports activities is extensive, no would enable their child to safely engage in chosen sports
association allows participation by children, only by their adult activities. users.
From the analysis of the second part of the research, in which Use of digital tools:
the leaders of sports clubs/associations reported on their 1. Digital tools, such as exercise tracking apps, virtual reality,
experiences and challenges in including children with special and interactive training programs, are rarely used. However,
needs in their regular programs, we found that most leaders first the clubs that have introduced them reported positive effects,
inquire about the child’s disability, impediment, or deficiency including increased motivation among children, better
and implement certain adjustments in their work. Data on the progress tracking, and more tailored training programs.
number of children with special needs included in regular sports
programs was not provided by most sports clubs/associations. Based on these findings, we have written a handbook that
Those that did provide information reported having only one to formulates guidelines for improving the inclusion of children
six children with special needs in their sports clubs/associations. with special needs in sports activities.
The main reasons cited for non-inclusion were the lack of
trained personnel capable of making appropriate adjustments,
4 encourage positive interactions and praise achievements, thereby Handbook for inclusive coaches
increasing the child’s motivation and self-esteem.
The handbook, developed based on the findings of our research,
Relevant digital tools include applications for visualizing
aims to empower coaches to successfully implement inclusive
exercises (as videos or pictures), which help children understand
sports activities [4]. It includes guidelines and recommendations
and follow instructions. Additionally, coaches can use apps to
for working with children with special needs, with an emphasis
create structured training schedules, allowing children to better
on adaptations that enable these children to fully participate in
plan and execute activities.
organized sports activities.
inclusive paradigm, addressing the knowledge gaps among 5.2 Blind and Visually Impaired Children The first part of the handbook defines and describes the
sports professionals on how to approach, communicate, and For blind and visually impaired children, it is crucial to adapt the
establish successful relationships with children with special training environment to be safe and accessible. The use of
needs. auditory signals, tactile markers, and verbal descriptions of
A successful inclusive coach must possess specific exercises can significantly enhance understanding and safety.
knowledge and skills for working with children with special Coaches must pay attention to the orientation and mobility of
needs and create an encouraging environment where all these children, ensuring they feel safe and accepted.
participants can actively engage and realize their potential. Digital tools include auditory applications that guide children
The inclusive approach of a coach is based on empathy, through exercises and devices for auditory orientation. These
understanding, and respect. This requires careful planning of tools can help children navigate the space and participate in
sports activities and adapting methods, the environment, training without additional barriers. Additionally, the use of
equipment, tools, and content. Using respectful and positive braille displays for presenting information about exercises is
language is crucial for successful communication. Coaches must beneficial.
develop skills to adapt the training process, be innovative in
creating a motivational environment, and be adept and 5.3 Deaf and Hard-of-Hearing Children
understanding in resolving conflicts. Adaptations for deaf and hard-of-hearing children include using
The handbook describes the so-called inclusive spectrum, visual signals, gestures, and clear facial expressions. Coaches
which includes various methods and approaches to integrate must ensure that all visual representations of tasks are clear and
children with special needs into sports activities. Based on visible. Communication should be adapted so that children can
foreign practices, we derived inclusion models (TREE, STEP, follow instructions and participate in the training process without
and CHANGE IT), which are practical tools designed to support difficulty.
coaches in adapting and modifying sports activities. Digital tools include speech-to-text applications and video
Additionally, the handbook outlines an important friendship instructions with subtitles. Coaches can also use video calls with
system that promotes peer cooperation and creates a supportive sign language interpreters to facilitate communication.
network for children with special needs.
The second part of the handbook provides detailed guidelines
for adapting sports training for each group of children with 5.4 Children with Speech and Language
special needs. Disorders
can contribute to a more inclusive environment where every child disorders, it is important to use short and simple instructions and feels accepted and valued. visual aids. Coaches should encourage communication in various By following these recommendations and guidelines, coaches When working with children with speech and language
ways, including gestures, picture cards, and other visual tools to
facilitate understanding and participation.
5 Proposed adaptations for implementing
inclusive sports training interactive storytelling apps that assist in learning and Digital tools include visual communication apps and
When implementing inclusive sports training, it is crucial to communication. Applications for creating picture
understand the specific needs of each child, the limitations they communication boards are also useful, enabling children to
face, and the specific adaptations required to enable safe express their needs and desires more easily. participation in sports activities, along with the appropriate
digital tools. Each child has unique characteristics that affect 5.5 Children with Motor Disabilities
their abilities and needs during training. Adaptations for children with physical disabilities involve The following summarize key adaptations for each group to adjusting exercises according to their physical abilities and using ensure full participation and optimal development of every child. specific equipment, such as wheelchairs or orthopedic aids.
Coaches need to be creative in designing exercises that allow
5.1 Children with Intellectual Disabilities limitations. participation from all children, regardless of their physical
Adaptations for children with intellectual disabilities include Digital tools include motion control applications that aid in
using simple and clear instructions. Significant time should be rehabilitation and virtual reality for simulating various sports
dedicated to reinforcement, and it is essential to strive for a activities. Movement tracking devices can also be used to
predictable and structured training environment. Coaches should monitor progress and adjust exercises based on capabilities.
5.6 Adaptations for individual groups of children with special Children with Long-term Illness
needs are essential for the effective implementation of inclusive
For chronically ill children, it is crucial to consider their health
sports training. With the right approach and the use of digital
limitations and adjust the intensity of the training. Coaches must
tools, coaches can create an inclusive environment where each
be aware of the children’s health conditions and any
child feels accepted and valued, contributing to their optimal
contraindications for specific physical activities. Training should
development and full participation in sports activities.
be tailored to enhance the health and well-being of the children.
The use of digital tools is fundamental in facilitating these
Digital tools include health and fitness tracking apps that
adaptations and enabling the full participation of children with
allow for adjusting training programs based on health conditions.
special needs in sports. Applications for visualizing exercises,
enabling children to monitor their health status and adjust their auditory and visual signals, interactive stories, motion control, Apps for recording symptoms and medications are also useful,
and health monitoring are just some of the tools that can
activities as needed.
significantly improve the quality of training and increase
children's motivation.
5.7 Children with Learning Disabilities
It is also important to emphasize the need for continuous
Adaptations for children with learning disabilities involve using education and training for coaches working with children with
multisensory approaches and offering various learning methods. special needs. Only with appropriate knowledge and skills can
Coaches should use a combination of visual, auditory, and they create an inclusive and supportive environment.
kinesthetic methods, providing additional support and time for Future efforts should focus on continuing research and
understanding instructions. developing new approaches and technologies to support
Digital tools include interactive learning and brain training inclusion in sports. This will ensure that sports are accessible to
apps that help improve cognitive functions and motor skills. all children, regardless of their abilities or special needs,
Applications for creating visual schedules and monitoring providing them with equal opportunities for holistic development.
progress during training are also beneficial.
5.8 Children with Autism Spectrum Disorders Acknowledgments
Adaptations for children with autism spectrum disorders include The research was co-funded by the European Commission, in the
creating a structured and predictable environment and using framework of the project European Accessibility Resource
visual schedules and clear rules. It is important to reduce (or Centre - AccessibleEU (VT/2022/027). increase) sensory stimuli and adapt the training to allow focus
and sustained attention.
Digital tools include apps for creating visual schedules and References
social stories that help understand and adapt to changes. Sensory [1] Herman Berčič. 2001. Športna rekreacija v funkciji kakovosti življenja integration apps are also useful, helping children manage sensory prebivalcev Slovenije. V H. Berčič (ur.), Zbornik 2. Slovenskega kongresa športne
stimuli during training. rekreacije (9–20). Športna unija Slovenije.
[2] Anita Goltnik Urnaut. 2007. Šolske športne dejavnosti in samopodoba
5.9 Children with Emotional and Behavioral mladostnikov z ovirami v gibanju. [Doktorska disertacija, Univerza v Ljubljani,
Disorders Pedagoška fakulteta].
For children with emotional and behavioral disorders, it is [3] Kefallinou Anthoula, Simoni Symeonidou and Cor JW Meijer. 2020.
important to create a supportive and stable training environment. Understanding the value of inclusive education and its implementation: A review
Coaches should use positive reinforcements, set clear boundaries of the literature. PROSPECTS, 49(3–4), 135–152.
and rules, and be consistent in their training approach. [4] Nuša Maver. 2024. Vključevanje otrok s posebnimi potrebami v izvenšolske
Adaptations should enable children to manage their emotional športne dejavnosti. [Magistrsko delo, Univerza v Mariboru, Pedagoška fakulteta].
and behavioral challenges and participate in sports activities. [5] Rajko Vute. 1999. Izziv drugačnosti v športu. Narodna in univerzitetna knjižnica
Digital tools include apps for meditation and emotional v Ljubljani.
regulation that help children manage stress and anxiety. Apps for [6] Zakon o usmerjanju otrok s posebnimi potrebami (ZUOPP-1). 2011. Uradni list recording and monitoring emotional states are also useful, RS, št. 58/11, 40/12 – ZUJF, 90/12 in 41/17 –ZOPOPP. Accessed on:
enabling children and coaches to recognize behavior patterns and http://pisrs.si/Pis.web/pregledPredpisa?id=ZAKO5896#
adjust training accordingly. [7] Isabel Cristinna do Nascimento da Silva and Ana Cristina de Jesus Alves. 2020.
Identification of assistive technologies in paralympic sports: contributions and
barriers. Cadernos Brasileiros de Terapia Ocupacional, 28, 917-930.
6 Conclusions
The inclusion of children with special needs in organized sports
activities is crucial for their social, emotional, and physical well-
being. This article presents various adaptations necessary for the
successful integration of this group of children into sports
activities. We found that adaptations depend on the specific
needs of each group of children, making it essential for coaches
to understand and recognize these characteristics and needs,
maintain a positive attitude, be open to adjusting the training
process, and seek innovative solutions.
A micro-Learning Units Package for Improving Inclusive
Digital Education in HEI
Sérgio D. Correia Ana Cunha Maja Pušnik
Lusófona University Lusófona University Boštjan Šumak
Lisbon, Portugal Lisbon, Portugal maja.pusnik@um.si
Portalegre Polytechnic University ana.cunha@ulusof ona.pt bostjan.sumak@um.si
Portalegre, Portugal University of Maribor
sergio.correia@ulusofona.pt Maribor, Slovenia
scorreia@ipportalegre.pt
Abstract factors include leadership techniques, teamwork and network-
ing, infrastructure needs, professional development, pedagogical
In Higher Education Institutions (HEIs), digital inclusion plays a
support systems, classroom implementation, assessment proce-
crucial role in providing equitable and just access to educational
dures, and digital competency. By addressing these areas, the
materials for every student, irrespective of their varied origins,
learning units can be tailored to provide practical and actionable
capacities, or impairments. To leverage HEIs and their ability to
insights that support educators and administrators in fostering
implement an inclusive educational system, this work considers
an inclusive digital environment [4, 5].
identifying the factors that impact e-inclusion in HEIs to cre-
This paper presents the development of a micro-Learning Units
ate a new content package of micro-learning units. These will
cover categories such as leadership techniques, teamwork and Package
designed to enhance inclusive digital education in HEIs.
By incorporating the identified factors that impact e-inclusion,
networking, infrastructure needs, professional development, ped-
this package aims to provide a structured and flexible pedagogi-
agogical support systems, classroom implementation, assessment
cal content delivery system. The micro-learning units will cover
procedures, and digital competency. The structured pedagogical
various essential categories and will be supplied to users through
content is supplied to the user through a recommendation model
a recommendation model that includes an online self-evaluation
that constitutes an online self-evaluation tool.
tool. This approach ensures that the learning experience is person-
Keywords alized, responsive to individual needs, and conducive to fostering
a more inclusive digital education environment.
Inclusion, Learning Unit, Higher Education Institutions, Educa-
The remaining paper is organized as follows. Section 2 ad-
tion, Educational Content
dresses the key factors previously identified as enablers for dig-
ital inclusive education, and Section 3 describes the Learning
1 Introduction package, its structure and content. Finally, Section 4 concludes
Digital technologies have revolutionized the landscape of Higher the paper.
Education Institutions (HEIs), enhancing accessibility and facili-
tating innovative teaching and learning methods. However, this
digital transformation also underscores the imperative for digital 2 Factors for Inclusive Digital Education as
inclusion, ensuring that all students have equitable access to ed- Building Blocks ucational resources regardless of their diverse backgrounds and
Identifying the factors that affect digital accessibility is here con-
abilities. Digital inclusion in HEIs is not merely about provid-
sidered a previous starting point for constructing educational
ing access to digital tools but involves a comprehensive strategy
content. Policymakers, educators, and institutions can create
that encompasses leadership, infrastructure, professional devel-
plans and initiatives to support e-inclusion in HEI by recogniz-
opment, and pedagogical innovations [6, 2].
ing these elements and how they interact. In this case, a set of
Micro-learning units are small, self-contained learning mod-
micro-learning units was produced, making educational content
ules designed to deliver targeted educational content in a flexible
available that relays and is organized based on the structure of
and accessible manner. These units can be particularly effective
the identified factors [4, 5].
in promoting digital inclusion by allowing students, teachers, and
The overall methodology consisted of four different stages.
HEI staff to engage with material at their own pace and according
Firstly, a theoretical framework of inclusive digital education was
to their individual learning needs. Recent studies have shown
developed, considering technology, pedagogy, content, manage-
that micro-learning can enhance engagement and retention by
ment aspects, and different e-learning settings and modes. From
breaking down complex subjects into manageable segments [1,
this analysis, factors and indicators were obtained. Secondly, on-
3]. To create a comprehensive package of micro-learning units
line workshops for refinement and validation of the variables and
aimed at improving inclusive digital education, it is essential to
indicators were conducted in five countries (Italy, Portugal, Slove-
identify the key factors that impact e-inclusion in HEIs. These
nia, Spain, and Turkey). In the workshops, the audience discussed
and evaluated the framework, the factors, and the indicators).
Permission to make digital or hard copies of all or part of this work for personal
With the framework, the micro-learning package was created,
or classroom use is granted without fee provided that copies are not made or
consisting of a wide range of units as e-learning materials that
distributed for profit or commercial advantage and that copies bear this notice and
the full citation on the first page. Copyrights for third-party components of this cover all the factors and indicators previously identified. Thirdly,
work must be honored. For all other uses, contact the owner /author(s).
a second set of workshops was conducted to refine and validate
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
the e-learning materials produced. Finally, a piloting stage was
© 2024 Copyright held by the owner/author(s).
implemented in five European Universities, where management
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Correia et al.
Figure 1: Micro-Learning Units Mapping with Categories, Factors, Indicators, and Estimated Duration
and teachers were invited to test the entire pipeline and evaluate For the first category, Leadership/School’s perspective, three
its performance. factors are considered: (1.1) Inclusive Digital Strategy and Policy
The model of factors enabling inclusive digital education was for Empowering Inclusive Digital Education: This factor reflects
categorized into 8 categories: (1) Leadership/ School’s perspec- the importance of an inclusive digital strategy, collaboration with
tive; (2) Collaboration and Networking; (3) Infrastructure and leaders and teachers, and the establishment of enabling policies
Equipment/ Tools and Technology; (4) Continuous Professional to reduce barriers to learning and participation; (1.2) Inclusive
Development; (5) Pedagogy: Supports and Resources; (6) Peda- Digital Pedagogy & Supportive Culture: This factor encompasses
gogy: Implementation in the classroom; (7) Assessment Practices/ supporting contemporary pedagogical approaches with inclusive
Inclusion Assessment; and (8) Student Digital Competence/ Stu- digital technologies, minimizing digital discrimination, and fos-
dent’s Perspective, where each category embraces 1 to 4 factors. tering collaboration and communication between HEI staff and
Besides each category, the theoretical model that identifies the the organization; (1.3) Professional Development for Inclusive
factors is operationalized by considering a set of indicators. By Digital Education where scheduled time for staff to explore in-
tracking these indicators, stakeholders can gain insights into clusive digital technologies and supporting their acquisition of
the effectiveness of digital inclusive education initiatives and digital literacy knowledge and skills are considered.
identify areas needing improvement. In the context of digital When considering the second category, Collaboration and
inclusive education, an indicator is a specific measure or met- Networking, a set of three factor are considered: (2.1) Collabo-
ric that provides information about the extent to which digital rative Evaluation and Planning for Inclusive Digital Teaching:
education resources and opportunities are accessible, equitable, highlighting the importance of reviewing progress in teaching
and effective for all learners. These indicators help assess and and learning with inclusive digital technologies, discussing the
monitor various factors such as access to technology, digital lit- advantages and disadvantages of inclusive teaching, and engag-
eracy, inclusivity, engagement, policy support, and educational ing in collaborative planning for inclusive courses and teaching
outcomes, allowing educators, policymakers, and stakeholders methods; (2.2) Shared Vision and Collaborative Culture for Inclu-
to identify strengths, gaps, and areas needing improvement in sive Digital Education: This factor emphasizes the importance
implementing digital inclusive education. of promoting a common vision of digital educational inclusion
A micro-Learning Units Package for Improving Inclusive Digital Education in HEI Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
Figure 2: Recommendation Tool Model
among the main actors in the institution (management, pedagog- The sixth category, Pedagogy: Implementation in the class-
ical staff, students, and parents), as well as fostering inclusive room, involves three factors: (6.1) Personalized and Engaging Dig-
digital collaboration and communication between staff and stu- ital Learning: This factor emphasizes the importance of HEI staff
dents; and (2.3) Collaborative Engagement for Inclusive Digital using digital technologies to personalize and tailor their teaching
Partnerships: This factor highlights the importance of enabling to student’s individual needs, incorporating digital learning ac-
inclusive collaboration with local communities, caregivers, and tivities that foster creativity, and setting inclusive digital learning
parents through digital technologies, as well as actively collab- activities that actively engage and motivate all students; (6.2)
orating with other HEIs or organizations to support the use of Inclusive Classroom Collaboration and Respectful Environment:
inclusive digital technology. This factor focuses on promoting inclusive collaboration and
Regarding Infrastructure and Equipment/ Tools and Technol- creating a respectful classroom environment using digital tech-
ogy, the third category, four factors are considered: (3.1) Accessi- nologies; and (6.3) Enhanced Pedagogical Digital Inclusiveness:
ble Infrastructure for Inclusive Learning: This factor highlights This factor emphasizes the focus on enhancing digital inclusive-
the importance of both digital and physical infrastructure in cre- ness among pedagogical staff.
ating an inclusive learning environment; (3.2) Accessible Devices The seventh category, Assessment Practices/ Inclusion Assess-
for Inclusive Teaching and Learning: This factor emphasizes the ment, embraces three factors: (7.1) Inclusive Digital Assessment
importance of providing accessible digital devices and assistive Practices: This factor emphasizes the importance of HEI staff
products for inclusive teaching in HEI; (3.3) Digital Accessibility using inclusive and accessible digital technologies for assessing
Support for Inclusive Learning: This factor emphasizes the impor- students’ skills; (7.2) Digital Feedback and Self-Reflection: This
tance of HEI providing support for digital accessibility in order factor emphasizes the importance of HEI staff using inclusive
to facilitate inclusive learning; and (3.4) Inclusion and Equity digital technologies to provide timely feedback to students, en-
in Digital Learning: This factor emphasizes the importance of able students to self-reflect on their own learning and facilitate
HEI’s efforts to identify and address the digital divide and chal- peer feedback on other student’s work, and (7.3) Data-Driven
lenges related to students’ learning needs and socio-economic Improvement for Inclusive Digital Learning: This factor high-
backgrounds in the context of digital learning. lights the focus on leveraging digital data analysis and evaluation
Only one factor is identified for the fourth category, Contin- metrics to identify students’ needs and improve their inclusive
uous Professional Development: (4.1) Continuous Professional digital learning experience.
Development for Inclusive Digital Teaching. This factor empha- Finally, the last category, Student Digital Competence/ Stu-
sizes the importance of HEI leaders discussing and addressing dent’s Perspective, is considered with one factor: (8.1) Inclusive
continuing professional development needs for inclusive teach- Digital Communication and Skills Development: This factor em-
ing with digital technologies. It also highlights the importance of phasizes the importance of HEI ensuring that students learn to
providing staff with opportunities to participate in CPD and fos- communicate in an inclusive way using digital technologies and
tering the sharing of experiences within the school community. that they develop their digital skills and knowledge on inclusive-
Concerning the fifth category, Pedagogy: Supports and Re- ness across subjects. The factor reflects the focus on promoting
sources, two factors are considered: (5.1) Inclusive Digital Teach- inclusive communication practices and fostering the develop-
ing Practices: This factor emphasizes the importance of HEI teach- ment of digital skills in relation to inclusivity.
ers using virtual learning environments and digital technologies
in an inclusive way, as well as being trained and instructed on how
to address student diversity; and (5.2) Inclusive Digital Resources:
This factor emphasizes the importance of HEI staff searching for 3 The Micro-Learning Units Package
inclusive digital educational resources, creating digital resources Based on the factors previously identified and described in Sec-
to support inclusive teaching, using inclusive open educational tion 2, a newly package of micro-learning units was created. A
resources, and developing and updating resources that support micro-learning unit is a small, focused segment of educational
inclusive learning and participation. content designed to teach a specific skill or concept in a brief pe-
riod. These units are typically short, ranging from a few minutes
to about 15 minutes, and are meant to be easily digestible and
accessible. To organize the micro-learning units and to guarantee
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Correia et al.
Figure 3: Example of a Micro-Learning Unit Content
their integrity, the units are correlated to the indicators associ- nature of micro-learning units can improve retention by mini-
ated with each factor, also allowing directing the reader with the mizing cognitive overload and reinforcing key points through
help of a self-evaluation tool as described in Fig. 2. The figure repetition and varied presentation. Although the micro-Learning
presents a comprehensive framework for the micro-Learning units are integrated into a larger educational framework, they
Units Package aimed at improving inclusive digital education in are also effective as standalone lessons.
Higher Education Institutions (HEIs). It is organized into several
categories, each addressing specific factors contributing to digital 4 Conclusion
inclusion. Each category is further divided into factors, indicators, Using a self-evaluation tool, a set of micro-learning units previ-
and corresponding micro-learning units with specified durations.
ously mapped using factors and indicators of inclusive digital
The user is first invited to answer a questionnaire that relies
education is made available to a user through a recommendation
on the indicators. From this point, a scoring system evaluates the
model.
user’s perception of each factor, and globally, in its aptitude in
The global set of micro-training units covers a broad set of
relation to digital and inclusive education. Then, a decision-based
skills, considered based on the factors that involve inclusive
model advises the user on which micro-learning units it should
digital education. With this procedure, the personnel involved
be involved in. The estimated time frame for each unit varies
in higher education institutions, teachers or staff, acquire the
from 15 to 30 minutes, depending on how many indicators it
necessary skills to provide truly inclusive digital education in
covers, since some indicators are cross-correlated and are thus
their institution.
blended into one micro unit. A total of 32 micro-learning units
constitute the overall package, totaling seven hours, although the Acknowledgments purpose of the tool is for the user to only study the units related
This research was conducted within the activities of the Self-
to the topics they least mastered. Besides, the tool can be used
Evaluation Tools for e-Inclusion in HEI (SET4Inclusion) project
cyclically, meaning it can be used several times until the overall
(2022-1-SI01-KA220-HED000088368), co-funded by the Erasmus+
score obtained from the self-evaluation reaches a satisfactory
Programme of the European Union.
value, allowing the user to manage the learning path. Both the
self-evaluation tool and the micro-Learning unit contents are References
allocated online at www.set4inclusion.eu. Figure 3 exemplifies
[1] Mary Jo Dolasinski and Joel Reynolds. 2020. Microlearning: a new learning
how the unit , model. , 44, 3, 551–561. "Is my digital infrastructure accessible and inclusive?" Journal of Hospitality & Tourism Research
related to indicators , and "IET 3.2:
"IET 3.1: Digital infrastructure" [2] Paulo Ricardo dos Santos, Débora NF Barbosa, Eduardo G Azevedo Neto, Jorge
LV Barbosa, Sérgio D Correia, and Valderi RQ Leithardt. 2021. Learning and
Internet access", associated to the factor "Accessible Infrastructure well-being in educational practices with children and adolescents undergoing
for Inclusive Learning", under the category "Infrastructure and cancer treatment. Education Sciences, 11, 8, 442.
Equipment/Tools and Technology" [3] Karen Mossberger, Caroline J Tolbert, and Ramona S McNeal. 2007. Digital
is presented to the user.
citizenship: The Internet, society, and participation. MIt Press.
When considering the presented micro-Learning package, [4] Maja Pušnik, Katja Kous, Tatjana Welzer Družovec, and Boštjan Šumak.
wider content is broken down into small, manageable pieces, 2024. Identification and analysis of factors impacting e-inclusion in higher
education. In . IOS Press, Information Modelling and Knowledge Bases XXXV
making it easier for learners to consume and understand, where
308–317.
each unit targets a single, specific learning objective, ensuring [5] Boštjan Šumak, Sergio Duarte Correia, Ana Cunha, Tuncer Can, Irfan Simsek,
Katja Kous, and Maja Pušnik. 2024. Identification of factors that impact e-
that learners can quickly grasp the intended concept or skill.
inclusion in hei. In , 2024 47th MIPRO ICT and Electronics Convention (MIPRO)
Designed to be accessed on-demand through the self-evaluation
478–483. doi: 10.1109/MIPRO60963.2024.10569746.
tool, it allows learners to engage with the material at their own [6] UNESCO. 2020. Global Education Monitoring Report 2020: Inclusion and edu-
pace and on their own schedule. Also, the concise and focused cation: All means all. UNESCO, Paris. https://unesdoc.unesco.org/ark:/48223
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Segmentation of students with special needs at UL
∗
Andrej Košir Janja Košir
Janez Zaletelj ∗ Pedagoška Fakulteta, Univerza v Ljubljani
andrej.kosir@f e.uni- lj.si Ljubljana, Slovenia
janez.zaletelj@f e.uni- lj.si janja.kosir@pef.uni- lj.si
Fakulteta za elektrotehniko, Univerza v Ljubljani
Ljubljana, Slovenia
ABSTRACT segmentation of students with disabilities at the University of
Ljubljana (UL). The initial goal of segmentation is to plan and
This paper deals with the identification and interpretation of seg-
implement effective and needs-based support for students with
ments of students with disabilities at the University of Ljubljana.
disabilities at UL.
The data on which this segmentation is based are the students’
We have concluded that this study does not require ethical re-
responses to a dedicated questionnaire created through an op-
view. The study is fully consistent with the purpose of collecting
erationalization process according to the selected aspects and
data from students with disabilities and its results will be used
objectives of the segmentation.
for the direct benefit of the population.
The segmentation aimed to identify homogeneous groups of
students with disabilities in order to 1. improve the understanding
of students’ needs, 2. prepare reliable data for the selection of 1.1 Aims of the student segmentation
technological support for students and 3. create the basis for The main aim of the segmentation is to learn about the main
a subsequent project on ICT-based support for special needs groups of students with disabilities in relation to the opportuni-
students. ties for technological support for their studies provided by the
Through the operationalization process, we identified five university. The sub-objectives are:
areas (aspects), namely 1. Technology and overcoming study
(1) Identify the groups of students with disabilities at UL along
barriers, 2. Technology and study outcomes, 3. ICT and Study
with their basic characteristics.
Obligations, 4. ICT and Study Skills, and 5. Opportunities to
(2) Identify meaningful groups of active students with disabil-
use ICT technology. Based on student responses, we identified
ities.
segments for the first three areas, with all three areas well covered
To achieve the goal ad 1. we designed a questionnaire. The
by three segments each. We identified three segments in each
design of the questionnaire resulted in 12 questions, with 5 main
area: 1. Technology Enthusiasts (accept everything), 2. Skeptical
sub-questions and a larger number of sub-questions.
Users (reject everything but the exceptions), and 3. Picky Users
To achieve objectives ad 2, we conducted an extensive data
(accept almost everything but the exceptions). From the second
analysis (see Sec. 4) and consulted domain experts.
and third segments, we extracted the main characteristics by
technology and by activity. The results are applicable for the next
steps in technology support for students with special needs. 2 STATE OF THE ART
2.1 User segmentation
KEYWORDS
User segmentation is the process of dividing users into different
user segmentation, special needs students, segmentation algo-
groups or segments based on common characteristics. It was
rithm
developed in the field of business and management. An organiza-
tion can segment users by language preference, product version,
1 INTRODUCTION geographic region or user personality [1]. A similar segmentation
Effective technological support for students with special needs is has been successfully applied to other areas, e.g. to the users of
crucial for modern teaching and learning at universities. Over the ICT and also to the area of ICT in special education [6].
last decade, the landscape of teaching and learning has changed Data mining techniques entered the field quite early on [21].
rapidly [17].On the other hand, the rapid development of in- Machine learning-based techniques are the most important ap-
formation and communication technologies [6] and studies on proach to user segmentation today [2].
technological support for students [4] has added a variety of Successful segmentation methods lead to homogeneous sub-
new support options. There is no effective technological support groups of users. A necessary next step is to understand these
without prior knowledge of the needs of the users - in our case, segments, i.e. to define and understand their typical represen-
the specific needs of our students. tatives. Such a representative is called a persona, and to clearly
In this paper, we present the operationalization of the segmen- understand the part of their behavior that is relevant to them,
tation instrument (aspects and questions) and the results of the they are described as a living person [20]. A persona is therefore
a fictional character whose characteristics and goals best fit the
∗
Both authors contributed equally to this research.
segment.
Permission to make digital or hard copies of part or all of this work for personal
or classroom use is granted without fee provided that copies are not made or 2.2 Operacionalisation distributed for profit or commercial advantage and that copies bear this notice and
the full citation on the first page. Copyrights for third-party components of this Operationalization is a process of 1. selecting relevant aspects
work must be honored. For all other uses, contact the owner /author(s).
of the designed instrument (set of questions) and 2. selecting an
Information Society 2024, 10–14 October 2022, Ljubljana, Slovenia
initial set of questions representing the selected aspects. There
© 2022 Copyright held by the owner/author(s).
https://doi.org/https://doi.org/10.70314/is.2024.DIGIN.9 is a long history of research on this approach [16]. It is based
Information Society 2024, 10–14 October 2022, Ljubljana, Slovenia Košir, Košir and Zaletelj, et al.
on human expert judgment. The aim of operationalization is to (5) Opportunities to use ICT technology
construct a measurement instrument that is used in data collec-
To cover these five aspects, we also constructed, selected and
tion [12]. The validity and reliability of the resulting instruments
modified questions that led to the final instrument (not listed
are of central importance and the research community has devel-
here for space reasons).
oped strict guidelines on how to achieve and ensure this [3]. In
our case, we have focused on relevant aspects of technological 3.2 Participants and data collection support for students with special needs.
The selected population is all UL students with disabilities. Given
2.3 the estimated number of 700 to 800 such students, the entire Unsupervised clustering for user
segmentation population was included in the sample.
The data collection was carried out by the University of Ljubl-
User segmentation is a subfield of the highly developed field
jana (UL) administration services. They provided us with a list
of customer segmentation. Machine learning techniques found
of all students with special needs at ULat UL. We then manually
their way into customer segmentation decades ago [19]. From
screened this list with the baseline descriptions and selected 723
various data mining approaches [21], the focus shifted to neural
respondents.
networks [18] and deep learning [15].
The inclusion criteria for selection were self-selected cate-
Unsupervised clustering with visualization of the cluster hier-
gories of special needs selected by the students at the time of
archy is a necessary step in customer segmentation [11]. In the
enrolment. They covered general special needs, and deficits from
case of this study, understanding the user segments obtained is
disabilities (hearing, vision, speech, physical, emotional, mental
very important. The technique of explainable customer segmen-
health). There were no exclusion criteria for selection into the
tation is discussed in [14].
sample.
3 MATERIALS AND METHODS 3.3 Unsuprvised clustering for user segment
3.1 Operacionalisation and existing determination
instruments We applied the unsupervised clustering technique K-Means with
dendrogram visualization [5]. The feature space was a space of
The operationalization procedure of this research focused on the
participant responses, no dimensionality reduction or location-
existing support for students with special needs at our and other
dependent transformation [10] or similar was used. The Eu-
universities. Theoretical knowledge and practical experiences
clidean distance is used for K-means clustering. Other distances
in supporting students with special needs were also taken into
lead to similar clusters. Since all responses were on the same Lik-
account. This is crucial to achieve good validity and reliability of
ert scale, no prior scaling was performed. We used elbow curves
the resulting instrument in fewer iterations.
to determine the optimal number of segments and basic statistics
To incorporate existing measurement instruments related to
to determine the most important characteristics of the selected
the use and benefit of assistive technologies, we also examined
segments. The initial number of clusters was set to 𝑘 12. =
available measurement instruments. As early as 1996, the authors
of [7] developed a scale ”Quebec User Evaluation of Satisfaction
with Assistive Technology (QUEST)”. The instrument contains 4 EXPERIMENTAL RESULTS
18 items and two dimensions. The construct was later reviewed 4.1 Student data
in [8], where 12 items were further selected.
The sampling method chosen was to send emails to the e-mail
A scale called the Psychosocial Impact of Assistive Devices
addresses provided by the students with disabilities at the time
Scale (PIADS) was developed by the authors of [13]. The PIADS
they obtained their special education student status. The inclu-
is a 26-item self-report questionnaire to assess the impact of
sion and exclusion criteria were specified in subsection 3.2. The
an assistive device on functional independence, well-being and
questionnaire was administered via the web-based system 1ka
quality of life. The construct is three-dimensional and includes 1.
(https://www.1ka.si/d/sl) and the questionnaire with response
competence (measures feelings of competence and effectiveness),
categories is available on request. Invitees received an email with
2. adaptability (indicates willingness to try new things and take
explanations and instructions.
risks) and 3. self-esteem (indicates feelings of emotional health
The invitations were sent out in three phases
and happiness).
The authors Dijcks et. al developed a scale (one-dimensional (1) First invitation: by e-mail from the university e-mail ad-
construct) to assess the quality of service delivery in the provi- dress;
sion of assistive technology (KWAZO) [9]. It aims to assess the (2) Second invitation: via the Disability representatives at the
quality of the provision of assistive devices from the customer’s faculties and academies;
perspective. The instrument consists of seven questions relating (3) Third invitation: via the Association of Students with Dis-
to accessibility, knowledge, coordination, efficiency, flexibility abilities
and user influence. The reliability of the scale is rated as very
The invitation was sent to 733 people. A total of 18 (3.4%)
good.
responses to the first invitation were received within one week,
As a result of all considerations, we decided to include the
next 7 to the second invitation and next 18 to the third invitation,
following aspects:
altogether 43 (5.9%). At the time of study design, we estimated
(1) Technology and overcoming study barriers that the response rate of respondents would be around 10%. We
(2) Technology and study outcomes did not formally identify the reasons for this low response rate,
(3) ICT and Study Obligations but we did gather some opinions. These can be grouped as fol-
(4) ICT and Study Skills lows:
Segmentation of students with special needs at the University of Ljubljana Information Society 2024, 10–14 October 2022, Ljubljana, Slovenia
(1) There is enough freely available technology that I can use overcoming study barriers, Q2: Technology and study outcomes
myself and I do not need any special support from the and Q3: ICT and Study Obligations.
university; The interpretation of the identified segments is based on man-
(2) In the responders’ mind, the university does not have ual inspection of identified clusters’ specifics such as frequency
enough technical support to help individuals; of answers etc. Due to lack of space, we cannot reproduce these
figures here.
We present the results of the segmentation according to the
criteria specified in Subsec. 3.1 identified aspects.
4.3 Aspect Q1: Technology and overcoming
4.2 study barriers Basic statistics
The main question was: "Please indicate how important each
The breakdown of the 43 respondents by gender can be found in
of the ICT assistive technologies listed is to you in overcoming
Fig. 1 (top left), where NA indicates those who did not wish to
the challenges you face in your studies due to your own specific
state their gender.
needs."
Seg. Q1a Q1b Q1c Q1d Q1e Q1f
1 4.3 4.0 5.6 6.2 5.9 6.2
2 4.4 3.9 2.9 2.5 2.3 2.9
3 4.1 3.6 5.0 5.2 4.8 6.2
Q1g Q1h Q1i Q1j Q1k Q1l
1 5.9 4.1 6.1 5.5 4.9 6.0
2 2.2 3.5 4.0 3.6 3.2 3.4
3 5.3 3.6 3.5 3.8 3.9 5.3
Table 1: Aspect Q1: Averages of answers per segment.
According to the inertia curve and the dendrogram of the
development of the segments, the number of identified segments
can be set to 3 or 5. In line with the segment structure, we have
opted for three segments.
The observed characteristics by segment are:
Seg. 1: The answers to all questions are the highest, i.e. all tech-
nologies are rated as very important. These are technology
Figure 1: Response of participants: by gender (top left), age
enthusiasts.
(second row left), special needs (second row right), study
Seg. 2: Most questions are answered with low values. These
style (third row left) and university (third row right), where
are . Little importance is attached to most technology sceptics
UL stands for the University of Ljubljana and UMB for the
technologies, with the exception of e-materials, e-environments
University of Maribor
and multimedia content. This segment therefore scores well
for e-materials, but not for content conversion tools, etc.
The histogram by age is shown in Fig. 1 (center left), where NA Importance varies considerably on average. These are Seg. 3:
denotes those who did not want to reveal their age. Respondents those who believe in and use some technologies but not others.
aged 44 and 55 were excluded from the analysis. The responses They rate most technologies well, with the exception of visual
by special needs are shown in figure 1 (middle right), where the and design customization tools.
meanings of the special needs are as follows:
P1: ’Deficits in certain areas of learning (dyslexia, dysgraphia, 4.4 Aspect Q2: Technology and study
dyscalculia ...)’, outcomes
P2: ’Physical disability’, The guiding question was: "Please indicate how important each
P3: ’Partial or total hearing loss’, of the ICT support services listed is to you in overcoming the
P4: ’Partial or total loss of vision’, challenges you face in your studies due to your own specific
P5: ’Speech-language difficulties’, needs."
P6: ’Emotional and behavioral disorders’, The number of segments was determined by combining the
P7: ’Long-term or chronic illness’, dendrogram and the "inertia" curve". We decided on 3 segments.
P8: ’Autism spectrum disorder’, The observed characteristics by segment are:
In terms of university, one student was from the University Technologies are of varying importance. These are Seg. 1: criti-
of Maribor and 18 students did not specify their university. We . They rate most technologies well, with the exception cal users
assume that most of the students were from the University of of audio-to-sketch, dictation, e-interpreting and audio-to-text
Ljubljana. tools.
As there are not enough complete responses for aspects Q4 They rate all technologies as very important. This is seg. 2:
and Q5 (less than 15) to draw more reliable conclusions, we only , the first segment from a segmenta- technology Enthusiasts
report the results for the first three aspects Q1: Technology and tion into two segments.
Information Society 2024, 10–14 October 2022, Ljubljana, Slovenia Košir, Košir and Zaletelj, et al.
Seg. Q2a Q2b Q2c Q2d Q2e Q2f ACKNOWLEDGMENTS
This research was supported by the project P2-0246 ICT4QoL -
1 3.4 3.0 3.4 2.6 3.1 4.3
Information and Communications Technologies for Quality of
2 4.4 6.0 4.9 6.2 6.3 5.8
Life.
3 1.5 1.5 1.0 1.0 1.0 1.0
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designed case studies.
Introducing a Solution:
The Self-Evaluation Tool in Practice*
Isabel Leandro García† Marta Mármol Muñoz
Project Department Innovation Department
INERCIA DIGITAL INERCIA DIGITAL
Huelva, Spain Huelva, Spain
isabelleandro@inerciadigital.com martamarmol@inerciadigital.com
Abstract / Povzetek
Permission to make digital or hard copies of part or all of this work for Self-Evaluation Tool has to be used as a practical guide
personal or classroom use is granted without fee provided that copies are not for the management to define the good and not-so-good
made or distributed for profit or commercial advantage and that copies bear things about digital education and communication about this notice and the full citation on the first page. Copyrights for third-party inclusion. On the other hand, a Self-Evaluation Tool for HEI components of this work must be honored. For all other uses, contact the
owner/author(s). teachers on inclusive digital teaching practice is used as a
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia practical guide for the teachers to define the good and not-
© 2024 Copyright held by the owner/author(s).
http://doi.org/DOI_RECEIVED_AFTER_REVIEW so-good things about their digital teaching practice
concerning inclusion. (Bennett, 2021)
Digitalization of education in Higher Education Institutions
can have many positive impacts on students and their The article focuses on the introduction of the Self-evaluation
learning success still, at the same time, it can also pose a Tool developed under the Erasmus+ project
significant barrier for some students, especially students “SET4Inclusion”. The SET4Inclusion project is a European
with different disabilities or special needs. Digital inclusion collaborative initiative designed to tackle these challenges by
is crucial in providing equitable and just access to developing and implementing a Self-evaluation Tool tailored
educational materials for every student, irrespective of their for HEIs. [3]. origins, capacities, or impairments. The structured
pedagogical content is supplied to the user through a
recommendation model that constitutes an online Self-
Evaluation Tool to determine the inclusiveness of their
digital education. [1]. 1
Keywords / Ključne besede
Digital Education ,Inclusiveness, equality, disabilities.
1 Introduction
In modern education, continuous improvement is key to
both student and organizational success. One effective
method to foster this growth is through self-evaluation. The
Self-Evaluation Tool is a practical solution designed to
empower institutions to assess digital inclusion, set goals,
and track progress over time.
Based on that, the theoretical framework of inclusive Figure 1:The tool on the website set4inclusion.eu
digital education including all 3 elements, technology,
pedagogy, content, and management aspects, considering
different e-learning settings and modes is the base
foundation to develop a Self-Evaluation Tool for HEI on
inclusive digital education in HEI. [2].
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia I. Leandro et al.
Development section contains five management-related
questions that support us in acquiring the knowledge and
pedagogical skills necessary for inclusive education.
From the Teacher's perspective, the Pedagogy, Supports, and
Resources section contains 7 questions about how it is
developed to provide inclusive digital resources to support
their inclusive teaching.¡
Pedagogy, Implementation in the classroom, consists of
seven questions that cover Digital technologies in the
classroom to facilitate the organization of teaching groups in
which students can collaborate by valuing the diversity of
each one. The student's perspective covers thirteen
Figure 2 :Self evaluation tool questions with multiple questions that are related to the proper use of the technology
choice answers. as an inclusion tool.
2 How does it works
The self-evaluation tool serves as a practical guide for the
management and teachers to define the good and not-so-
good things about their digital education and communication
concerning inclusion.
Our Self-Evaluation Tool is a practical guide for HEI
management to help them assess the capabilities of the
HEI regarding inclusive digital education. It consists of
many questions, representing influence factors, described
through specific indicators. This self-evaluation tool is also a Figure 3: Percentage of answers by categories.
practical guide for HEI teachers to help them assess the
capabilities of their teaching practice about inclusive digital Finally, the tool offers the results with a percentage of
education. It consists of many questions, representing answers by categories. Once you have done the self
influence factors, described through specific indicators. evaluation, the E-platform where the tool is located,
automatically creates a smart report for the users of Self-
Structured Reflection for users are prompted to review their Evaluation Tools with links to recommended e-learning
access to the digital inclusion practices, focusing on relevant content according to the result of the self-evaluation. You can
performance indicators: find the tool in multiple languages.
Twelve questions regarding Leadership/ School's
perspective. These questions are designed to evaluate the
support provided to teachers in digital literacy for inclusive 3 Conclusion
digital education. The responses and subsequent questions
are categorized into different variables, which will be used to In conclusion,the Self-Evaluation Tool is a powerful solution
determine the final results of the report. The categories for for those seeking to improve their performance and grow in
responses are: Not applicable, Totally agree, Agree, their careers. By providing a structured way to reflect, set
Somewhat agree, Disagree, and Totally disagree. goals, and track progress, this tool empowers individuals to
take charge of their development and contributes to the
The following section is Collaboration and Networking. It overall success of the organization. The pilot study of the
consists of eight questions that support the progress in Self-Evaluation Tool developed under the SET4Inclusion
inclusive teaching and learning with digital technologies. project has yielded significant insights into the tool itself, and
The third section involved Infrastructure and Equipment. It its effectiveness for the development of Digital Inclusion in
is developed with twelve questions that cover the digital HEIs.
infrastructure that supports inclusive and accessible 4. References / Literatura education with digital technologies.
Next, a section called Tools and Technology, and aims to [1] UNESCO, Global Education Monitoring Report 2020: Inclusion and
education: All means all. Paris: UNESCO, 2020. [Online]. Available:
investigate technology itself. Continuing Professional https://unesdoc.unesco.org/ark:/48223/pf0000373718
Introducing a Solution:
The Self-Evaluation Tool in Practice Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
[2] P. R. dos Santos, D. N. Barbosa, E. G. A. Neto, J. L. Barbosa, S. D.Correia,
and V. R. Leithardt, “Learning and well-being in educational practices
with children and adolescents undergoing cancer
treatment,”Education Sciences, vol. 11, no. 8, p. 442, 2021.
[3] Bennett, S. (2021). Self-Evaluation Tools in higher education: Bridging
the gap between assessment and improvement. Assessment &
Evaluation in Higher Education, 46(5), 723-
738. https://doi.org/10.1080/02602938.2020.1853698
ANALYSIS OF THE SELF-EVALUATION TOOL: A PILOT
STUDY*
Tuncer Can † Irfan Simsek Hüseyin Göksu
Department of Foreign Language Department of Computer Open and Distance Education
Education, Hasan Ali Yücel Education and Instructional Application and Research Center
Faculty of Education/ Istanbul Technology, Hasan Ali Yücel Istanbul University-Cerrahpasa
University-Cerrahpasa, Istanbul Faculty of Education/ Istanbul Istanbul Türkiye
Türkiye University-Cerrahpasa, Istanbul huseyin.goksu@iuc.edu.tr
tcan@iuc.edu.tr Türkiye
irfan@iuc.edu.tr
ABSTRACT Modern higher education systems are increasingly focused on acknowledging student diversity and creating educational This article focuses on the analysis of the self-evaluation tool environments that effectively respond to this diversity. developed under the SET4Inclusion project, with a particular The SET4Inclusion project is a European collaborative initiative emphasis on its application within the context of a pilot study. designed to tackle these challenges by developing and Pilot studies are crucial for testing the validity and reliability of implementing self-evaluation tools tailored for HEIs. These tools new tools or methods. The primary objective of this pilot study are intended to help institutions critically assess their current is to evaluate the effectiveness of the Self-Evaluation Tool (SET) practices, identify gaps, and take concrete steps toward creating developed within the SET4Inclusion project in facilitating e- a more inclusive educational environment. By enabling inclusion processes in higher education institutions (HEIs). The institutions to analyze their performance, self-evaluation tools pilot study began with the preparation of an invitation letter, create an internal cycle of continuous improvement [1]. They which was sent to potential participants. The pilot study involved provide not just a snapshot of the current state but also support participants from higher education institutions in five different the development of forward-looking improvement strategies. European countries: Turkey, Portugal, Slovenia, Italy, and Spain. When viewed through the lens of inclusivity, such tools The number of HEIs participating in the piloting was at least five, significantly enhance the capacity of learning environments to with at least fifty HEI teachers involved. cater to the needs of all students, irrespective of their
KEYWORDS This article focuses on the analysis of the self-evaluation tool backgrounds or abilities.
SET4Inclusion project, Self-Evaluation Tool, Micro Learing developed under the SET4Inclusion project, with a particular
Units emphasis on its application within the context of a pilot study.
Pilot studies are crucial for testing the validity and reliability of
new tools or methods. They serve as a foundational step before
1 INTRODUCTION wider implementation and can provide valuable insights into the
The rapidly evolving dynamics within higher education have practical challenges and opportunities associated with new
made inclusivity and accessibility more significant than ever initiatives [3]. In this study, key elements such as the
before. The increasing number of students with diverse learning functionality of the self-evaluation tool and the developed micro-
needs, including those with disabilities, necessitates a learning units in diverse contexts, areas requiring improvement,
comprehensive approach to ensure equitable access to education. and user feedback will be thoroughly evaluated. The results of
The rise of digital tools and technologies offers novel the pilot study have facilitated necessary adjustments to the tool
opportunities to foster e-inclusivity, particularly within Higher and units before their broader application in various HEIs across
Education Institutions (HEIs). This process not only contributes Europe.
to enhancing student success rates but also plays a vital role in
promoting fairness and justice in education. Inclusivity is closely
linked to student satisfaction and academic achievement, making
it a strategic priority for HEIs [2].
∗Article Title Footnote needs to be captured as Title Note
†Author Footnote to be captured as Author Note
Permission to make digital or hard copies of part or all of this work for personal or
classroom use is granted without fee provided that copies are not made or distributed
for profit or commercial advantage and that copies bear this notice and the full
citation on the first page. Copyrights for third-party components of this work must
be honored. For all other uses, contact the owner/author(s).
Information Society 2022, 10–14 October 2022, Ljubljana, Slovenia Figure 1: Home page of Self-Evaluation Tool © 2022 Copyright held by the owner/author(s).
identifying areas for improvement, and implementing strategies
to enhance inclusivity. The Micro Learning Units complemented
the tool by providing focused, easily accessible learning content
that could be used to support inclusive practices within the
institutions. Participants used these tools to evaluate and reflect
on the e-inclusion processes in their respective institutions.
2.3 Data Collection
The key instruments used in this research were the Self-
Evaluation Tool and the Micro Learning Units developed within
the SET4Inclusion project. The Self-Evaluation Tool was
designed to assist HEIs in assessing their e-inclusion processes,
identifying areas for improvement, and implementing strategies
to enhance inclusivity. The Micro Learning Units complemented
Figure 2: Home page of e- learning materials the tool by providing focused, easily accessible learning content
that could be used to support inclusive practices within the
institutions. Participants used these tools to evaluate and reflect
2 METHODOLOGY on the e-inclusion processes in their respective institutions.
The primary objective of this pilot study is to evaluate the
effectiveness of the Self-Evaluation Tool (SET) developed 2.4 Data Analysis
within the SET4Inclusion project in facilitating e-inclusion The data collected from the surveys were systematically
processes in higher education institutions (HEIs). The pilot study analyzed using graphical representation methods to visualize the
began with the preparation of an invitation letter, which was sent feedback and results. These graphs provided clear insights into
to potential participants. This letter provided detailed the effectiveness of the Self-Evaluation Tool and the micro-
information about the project, the scope of the pilot study, and learning units. The feedback from participants was thoroughly
the tools that participants would be evaluating. Links to the tools reviewed, with particular attention paid to their suggestions for
and a survey were included in the invitation, allowing improvements and their overall experience with the tool. The
participants to engage directly with the materials. analysis revealed several key areas where the tool could be
The tools developed for the project, including the Self- refined and optimized to better meet the needs of HEIs and their
Evaluation Tool and the associated micro-learning units, were diverse student populations.
distributed to participants via email. Participants were given a The pilot study's findings provided valuable information that
two-week period to complete their evaluations. At the end of this will inform the further development and dissemination of the
period, they were asked to complete a survey that provided Self-Evaluation Tool. The insights gained from this study will
feedback on their experiences with the micro-learning units and help ensure that the tool is effective, user-friendly, and capable
the self-evaluation process. of supporting HEIs in their efforts to create more inclusive
learning environments. As the tool is refined and prepared for
2.1 Participants broader application, these findings will serve as a crucial
The pilot study involved participants from higher education foundation for its successful implementation.
institutions in five different European countries: Turkey,
Portugal, Slovenia, Italy, and Spain. The number of HEIs In conclusion, the pilot study of the Self-Evaluation Tool
participating in the piloting was at least five, with at least fifty developed under the SET4Inclusion project has yielded
HEI teachers involved. Participants were selected based on significant insights into the tool's effectiveness and the user
voluntary participation, and efforts were made to ensure diversity experiences associated with it. The feedback gathered from
by including individuals from various departments and academic participants has highlighted both the strengths and areas for
levels. This approach aimed to gather a wide range of improvement, which will be addressed in the subsequent
perspectives and insights, thereby enriching the study's findings. development phases. By incorporating these insights, the tool
will be better equipped to support HEIs in fostering inclusivity
and accessibility in their educational offerings. The study also
Table 1: Number of participants underscores the importance of pilot testing in the development of
educational tools, as it provides a critical opportunity to refine
No Participants f(x) and enhance the tools before they are implemented on a larger
1 HEI participating 5 scale.
2 HEI teachers 50
REFERENCES
2.2 Instruments [1] Bennett, S. (2021). Self-evaluation tools in higher education: Bridging the
The key instruments used in this research were the Self- gap between assessment and improvement. Assessment & Evaluation in
Evaluation Tool and the Micro Learning Units developed within Higher Education, 46(5), 723-738.
https://doi.org/10.1080/02602938.2020.1853698
the SET4Inclusion project. The Self-Evaluation Tool was [2] Ehlers, U. D. (2020). Quality in e-learning from a learner's perspective.
designed to assist HEIs in assessing their e-inclusion processes, European Journal of Open, Distance and E-Learning, 23(1), 10-28.
https://doi.org/10.2478/eurodl-2020-0002
[3] Van der Kleij, F. M., Adie, L., & Cumming, J. J. (2019). The role of Review of Educational Research, 89(4), 635-676.
feedback in self-assessment: A systematic review of educational research. https://doi.org/10.3102/0034654
Definition of a Framework for Self-Evaluation Tool:
Optimizing Evaluation Practices for Enhanced
Performance in HEI
Maja Puš nik† Boštjan Šumak Katja Kous Florian Gallo Enrico Dolza
Faculty of Faculty of Faculty of Fondazione Ištituto Fondazione Ištituto
Electrical Electrical Electrical dei Sordi di Torino dei Sordi di Torino
Engineering and Engineering and Engineering and ONLUS ONLUS
Computer Science Computer Science Computer Science Torino, Italy Torino, Italy
Univeršity of Univeršity of Univeršity of erašmuš@ištitutoš direzione@ištitutoš
Maribor, Slovenia Maribor, Slovenia Maribor, Slovenia orditorino.org orditorino.org
maja.pušnik@um.ši boštjan.šumak@um.ši katja.kouš@um.ši
Abstract accelerated digitalization of teaching and learning in higher
Thiš paper propošeš a framework for a šelf-evaluation tool to SEND študentš. Recognizing that ševeral študentš štruggle education, which haš dišproportionately dišadvantaged
šupport the evaluation of inclušive digital education in with online education, it iš fundamental to promote
Special Educational Needš and Dišabilitieš (SEND). The higher education), helping them reach their full potential. We enhanced digitališation of education šhowed that many believe thiš endeavor would be šupported by a šelf- študentš and profeššionalš štruggled to engage with online evaluation tool, providing špecific feedback to HEIš and content due to rigid teaching methodš and inacceššible helping increaše inclušive digital education capabilitieš in rešourceš. By focušing on inclušivity, the propošed formal and non-formal šettingš [1]. framework aimš to addrešš theše challengeš by tackling Within the šcope of Erašmuš+ SET4Inclušion motivated by the COVID-19 pandemic, which emphašišed inclušive digital environment that šupportš študentš from inequalitieš in digital learning, particularly for študentš with the earliešt štageš of education (from primary šchool to Higher Education Inštitutionš (HEIš). The idea waš inclušivenešš aš a key šolution. HEIš aim to create an
digital technologieš to create adaptive, equitable learning project (2023-1-SI01-KA220-HED-000160853) the partnerš
šupport HEIš in evaluating and enhancing their digital education to addrešš the HEIš challengeš and prepare for a education practiceš, enšuring all študentš can fully šelf-evaluation tool. Thiš framework waš built upon the well- environmentš for diverše študent needš. The framework will developed a theoretical framework for inclušive digital
participate and šucceed in education. eštablišhed TPACK model (Technological Pedagogical
Keywords Content Knowledge), which guideš the integration of ICT in
education. TPACK outlineš the eššential knowledge areaš for
Inclušive Digital Education, Self-Evaluation Tool, Higher effectively integrating technology into teaching, šuch aš
Education Inštitutionš, Special Educational Needš and technological knowledge (focušing on acceššibility),
Dišabilitieš pedagogical knowledge (emphašizing Univeršal Dešign for
Learning - UDL), and content knowledge (innovative
1. applicationš of new technologieš to overcome barrierš for Introduction
SEND študentš). The TPACK framework alšo incorporateš
In the rapidly evolving higher education, integrating the latešt štandardš, šuch aš the Web Content Acceššibility
Information and Communication Technology (ICT) haš Guidelineš (WCAG 2.2), and inšightš from contemporary
become eššential for enhancing teaching and learning rešearch. Additionally, we aimed to include the SELFIE tool
proceššeš. However, enšuring that digital education iš for šelf-reflection on šchoolš' digital capabilitieš [2], an
inclušive—particularly for SEND študentš—remainš a evaluation šurvey promoted by the European Commiššion,
šignificant challenge [4]. Thiš paper addreššeš the challengeš by integrating a štronger focuš on inclušivity. Our framework
expošed by the COVID-19 pandemic, particularly the and developed šelf-evaluation tool aim to identify and
∗ dešcribe the key factorš and indicatorš that define inclušive
Article Title Footnote needs to be captured as Title Note
† Author Footnote to be captured as Author Note digital education, providing HEIš with an inclušive tool to
Permission to make digital or hard copies of part or all of this work for personal evaluate and enhance their digital education practiceš. The
or classroom use is granted without fee provided that copies are not made or development of the framework involved ševeral key taškš:
distributed for profit or commercial advantage and that copies bear this notice • A literature review, which included 131 paperš and and the full citation on the first page. Copyrights for third-party components of explored exišting rešearch, bešt practiceš, and the this work must be honored. For all other uses, contact the owner/author(s).
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia challengeš of implementing inclušive digital
© 2024 Copyright held by the owner/author(s). education (due to the length it iš not included in thiš
httpš://doi.org/10.70314/iš.2024.DIGIN.12
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia M. Pusnik et al.
paper, however, it iš available aš one of the The literature review provided an idea of levels of
deliverableš of SET4Inclušion project. inclusiveness within digital education, which are divided into
• Development of two šurveyš — one targeting HEI eight categories, further defined by factors and evaluated
štaff and another focušed on SEND študentš— to with indicators on a Likert scale from strongly agree to
gather inšightš on their experienceš and needš. The strongly disagree, presented in the following paragraphs [3].
šurveyš were performed with the help of Google The categories are the following: (1) Leadership/ School's
Formš and the reportš will be available aš one of the perspective, (2) Collaboration and Networking, (3)
deliverableš of the SET4Inclušion project. Infrastructure and Equipment/ Tools and Technology, (4)
• The co-development workšhopš involving Continuous Professional Development, (5) Pedagogy:
collaboration with HEIš partnerš, rešearcherš, and Supports and Resources, (6) Pedagogy: Implementation in
expertš. The report iš available aš one of the the classroom, (7) Assessment Practices/ Inclusion
deliverableš of the SET4Inclušion project. Assessment and (8) Student Digital Competence/ Student's
Perspective.
The rešultš from the lišted activitieš prešent a foundation for
the final framework that will enable HEIš to create and Category Leadership/ School's perspective includes the
maintain inclušive digital learning environmentš, enšuring following factors:
accešš to education for all študentš. It iš alšo the foundation • (1.1.) Inclusive digital strategy education strategy
for developing šelf-evaluation toolš and other project rešultš, • (1.2.) Collaborative digital strategy development
providing a štructured bašiš for inštitutionš to aššešš and • (1.3.) Contemporary pedagogical approaches
enhance their practiceš. The main rešultš, for which • (1.4.) Scheduled time to explore digital teaching
dešcribed framework iš neceššary, are the following: • (1.5.) Efforts to minimize discrimination,
• • (1.6.) Collaboration and communication Two Self-evaluation toolš for HE inštitutionš and HE teacherš to determine the inclušivenešš of their encouragement between school and teacher, • (1.7.) Inclusion policies,
• • (1.8.) Digital literacy. A šet of micro-learning unitš on Inclušive digital digital education,
education for HE leaderš and HE teacherš,
• The examples of indicators for each factor are Collection of ševeral good practiceš on Inclušive
digital education, transformed into statements in the self-evaluation tool,
• connected to the leaderšhip/šchool’š peršpective, and are E-learning platform aš a central knowledge point
for Inclušive digital education. šhown in Figure 1. For example, “Inclusive digital strategy
would” iš evaluated bašed on an indicator: “At our HEI we
have an inclusive digital education strategy”. The šame
2. Definition of the framework principle is applied to all other factors in other categories.
To make digital education and communication in HEIš
more acceššible and inclušive for all other študentš, a
theoretical framework of inclušive digital education waš
defined, conšidering different poššible e-learning šettingš
and modeš (ICT-šupported claššroom learning, dištance e-
learning, hybrid, blended learning, šelf-paced, guided etc.). A
theoretical framework for inclušive digital education waš
created bašed on a literature review, šurvey and workšhopš,
prešented in the following šectionš.
2.1. The literature review
Firšt, a literature review waš conducted to (1) identify
good practiceš for inclušive digital education, (2) identify the
challengeš of inclušive digital education, and (3) identify the
factorš that affect inclušive digital education. The aim waš to
identify the relevant literature in journal paperš, articleš
publišhed in conferenceš, reportš, and other relevant
šourceš. The šearch waš conducted in different databašeš
and šearch engineš, šuch aš Scientific databašeš: WoS,
ScienceDirect, IEEExplore, ACM, Google Scholar, Search
engineš: Google. The included literature waš in Englišh, dated
from 2017 or newer. One hundred thirty-one literature unitš
were identified and recorded. Bašed on the rešultš from the
literature review, factorš that impact inclušive digital Figure 1: Category Leadership/ School's perspective
education were defined and later validated with the help of a
šurvey.
Definition of a Framework for Self-Evaluation Tool Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
Category Collaboration and Networking includes the • (6.5.) Everyone is made to feel welcome and
following factors: treated with respect,
• • (2.1.) Progress review, (6.6.) The partnership between staff and
• parents/careers, (2.2.) Discussion on the use of technology,
• • (6.7.) Students are equally valued, (2.3.) Collaboration of HEI, local communities,
caregivers and parents, • (6.8.) Staff and students treat one another as
• human beings, and discipline is based on mutual (2.4.) Synergies for Blended Learning,
• respect, (2.5.) Staff, governors, students and
parents/careers share a philosophy of inclusion, • (6.9.) The school arranges teaching groups so that
• all students are valued, and differences are (2.6.) Teachers plan, teach and review in
partnership and understood,
• • (6.10.) Training and education on inclusiveness. (2.7.) Encouraged collaboration and
communication between students and teachers.
Category Assessment Practices/ Inclusion Assessment
Category Infrastructure and Equipment/ Tools includes the following factors: and
Technology includes the following factors: • (7.1.) Assessing skills,
• • (7.2.) Digital assessment, (3.1.) Accessible infrastructure and tools,
• • (7.3.) Timely feedback, (3.2.) Digital devices and assistive products for
teaching, • (7.4.) Self-reflection on learning,
• • (3.3.) Internet Access, (7.5.) Feedback to other students,
• • (7.6.) Using data to improve learning, (3.4.) Technical Support,
• • (3.5.) Available digital devices and assistive (7.7.) Evaluation metrics.
products for learning,
• (3.6.) Devices and assistive products for students, Category Student Digital Competence/ Student's
• (3.7.) Measures to identify the digital divide, Perspective includes the following factors:
• (3.8.) Support to address the digital divide, • (8.1.) Learning to communicate and
• (3.9.) Bring your device and assistive products, • (8.2.) Digital skills across subjects. • (3.10.) Reduced physical barriers,
• • (3.11.) Assistive products, 2.2. The survey
(3.12.) Online libraries,
• (3.13) Fairly distributed resources. Two šurveyš were conducted. The firšt šurvey waš
conducted to acquire empirical evidence about teacherš’
Category Continuous Professional Development includes perceptionš of inclušive digital education in their claššroomš.
the following factors: The šurvey waš conštructed bašed on the exišting literature,
• (4.1.) Discussion of CPD needs, where we identified the mošt šignificant factorš that can
• (4.2.) Participation in CPD activities, affect inclušive digital education (šuch aš Inclušive Digital
• (4.3) Face-to-face or online sharing experiences Strategy and Policy for Empowering Inclušive Digital
between staff. Education, Inclušive Digital Pedagogy & Supportive Culture
and šimilar). Over 100 šurvey rešponšeš pošitively rated the
Category Pedagogy: Supports and Resources includes the propošed framework, with moderate variability. The
following factors: rešponšeš šuggešt that while many rešpondentš rated the
• (5.1.) Online educational resources, indicatorš highly, there were diverše opinionš among the
• (5.2.) Creating digital resources, participantš, particularly in areaš šuch aš Infraštructure and
• (5.3.) Using virtual learning environments, Technology (IET) and Pedagogy: Implementation in the
• (5.4.) Communicating with the school community, Claššroom (PIC), where variability waš šlightly higher. Theše
• (5.5.) Open educational resources, findingš highlight areaš of štrength aš perceived by
• (5.6.) Staff development activities help staff to rešpondentš and potential areaš for further improvement
respond to student diversity, and targeted interventionš. The pošitive feedback on
• teaching and learning and competence underšcoreš the importance of continuing, (5.8.) Staff develop resources to support learning šupporting and enhancing theše ašpectš within educational • (5.7.) Student difference is used as a resource for profeššional development, collaboration, and digital
and participation.
inštitutionš. The šecond šurvey waš conducted to acquire
includes the following factors: Overall, the šurvey rešultš highlight štrong šatišfaction • (6.1.) Personalization according to students' with variouš dimenšionš of educational practice, particularly needs, in leaderšhip, collaboration, infraštructure, pedagogy, Category Pedagogy: Implementation in the classroom digital education. empirical evidence about študentš’ perceptionš of inclušive
• (6.2.) Foštering študentš’ creativity, aššeššment practiceš, and digital competence. The • (6.3.) Engaging and motivating students, conšištently high median šcoreš and excellent internal • (6.4.) Student collaboration, conšištency acrošš indicatorš šuggešt that rešpondentš
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia M. Pusnik et al.
perceive theše areaš pošitively, reflecting well-implemented 4. Conclusion practiceš and šupportive educational environmentš.
Thiš paper haš eštablišhed a comprehenšive framework
2.3. for a šelf-evaluation tool to optimize evaluation practiceš The co-creation workshops
within HEIš, mainly promoting inclušive digital education.
to refine and validate the framework for inclušive digital The framework co-creation workšhopš were dešigned became evident during the rapid digitalization of education, The framework iš dešigned to addrešš the dišparitieš that
ešpecially thoše affecting študentš with Special Educational
indicatorš. During the ten conducted workšhopš in variouš Needš and Dišabilitieš. By equipping HEIš with thiš education, focušing on finalizing the key factorš and
European countrieš, participantš engaged in collaborative evaluative tool, the framework šeekš to create more
dišcuššionš to šhape the framework'š layout, enšuring it equitable and adaptive learning environmentš that can
accurately reflectš the needš and challengeš of inclušive better accommodate the diverše needš of all študentš.
digital education. The workšhop'š outcomeš included the The future štageš of thiš work will involve the šyštematic
creation of validated šelf-evaluation queštionnaireš and collection and claššification of at leašt 15 exemplary
refining indicatorš that would later be ušed for the practiceš from five partner countrieš of the project in the
online workšhopš played a critical role in fine-tuning the categorized according to the framework’š componentš— variableš and indicatorš that form the foundation of the šelf- šelf-evaluation toolš and e-learning materialš—and will be development of the SET and micro-learning unitš. Theše domain of inclušive digital education. Theše practiceš will be
for HEIš. methodically documented ušing textual and multimedia evaluation tool, enšuring they are both relevant and effective
formatš. Thiš iterative procešš will refine the framework and
extend itš relevance and effectivenešš acrošš variouš
3. Self-evaluation tool based on the educational šettingš. Applying thiš framework iš expected to
framework lead to improved learning outcomeš, promoting greater
inclušivity and equity in higher education.
A self-evaluation tool [5] was created based on the
developed framework, which encompasses key factors and
indicators of inclusive digital education. This tool is designed Acknowledgments to serve as a practical guide for management and educators
within HEIs, enabling them to assess and identify strengths
and areas for improvement in their digital education and SET4Includion (Self-Evaluation Toolš for e-Inclušion in HEI) Thiš rešearch waš conducted within the activitieš of the
communication practices related to inclusion. In addition to project, co-funded by the Erašmuš+ Programme of the
its evaluative function, integrated with an E-platform, the European Union. The authorš (Boš tjan S umak, Maja Puš nik,
self-evaluation tool aims to raise awareness about the Katja Kouš) acknowledge the financial šupport from the
importance of inclusive digital education among Slovenian Rešearch Agency (Rešearch Core Funding No. P2-
stakeholders. The implementation of these practical tools, 0057).
along with the provision of free learning opportunities
through the E-platform, is expected to contribute References
significantly to fostering more inclusive digital education [1] Pušnik, M., Kouš, K., Welzer Družovec, T., & Šumak, B. (2024). Identification and Analysis of Factors Impacting e-Inclusion in Higher environments within HEIs. Education. 308 – 317. https://doi.org/10.3233/faia231164
The results of the self-evaluation tool are presented in [2] P. Kampyliš and A. Sala, “Improving the digital capacity of šchoolš by
(Figure 2). ušing the “SELFIE” tool for collective reflection,” Eur. J. Educ., vol. 58, For each category, šuggeštionš on how to improve
no. 2, pp. 331–346, Jun. 2023.
inclušion in HEI are provided, which are connected to micro- [3] C. Sahli Lozano, S. Wüthrich, J. S. Büchi, and U. Sharma, “The concernš
learning unitš, one of the additional outputš of the project about inclusive education scale: Dimensionality, factor structure, and . development of a short-form version (CIES- SF),” Int. J. Educ. Reš., vol.
111, p. 101913, 2022.
[4] N. Zahid, A. Jamil, and I. Nawaz, “Behavioral problemš and academics
of children in inclusive education – A cross-šectional šurvey,” Heliyon,
vol. 9, no. 2, p. e13496, Feb. 2023.
[5] Self-evaluation tool: https://set4inclusion.eu/self-evaluation-tools/
Figure 2. Final results of the self-evaluation tool, based
on the framework
Good practices in creating an inclusive environment in
Education Institution
Darja Ivanuša Kline José Carlos Neves Carla Sousa
INUK inštitut CICANT CICANT
Maribor, Slovenia Lusófona University Lusófona University
darja.ivanusa.kline@inuk.si Lisbon, Portugal Lisbon, Portugal
p1568@ulusofona.pt carla.patricia.sousa@ulusofona.pt
Alfonso Infante Moro Neves Silvia Doratiotto Irfan Simsek
Economía Financiera, International Department Hasan Ali Yücel Faculty of
Contabilidad y Dirección de Istituto dei Sordi di Torino Education
Operaciones Turin, Italy İstanbul University - Cerrahpaşa
University of Huelva cooperation@istitutosorditorino.o Istanbul, Turkey
Huelva, Spain rg irfan@iuc.edu.tr
alfonso.infante@uhu.es
Boštjan Šumak Maja Pušnik
Faculty of Electrical Engineering Faculty of Electrical Engineering
and Computer Science, University and Computer Science, University
of Maribor of Maribor
Maribor, Slovenia Maribor, Slovenia
bostjan.sumak@um.si maja.pusnik@um.si
Abstract / Povzetek
1 Introduction
The shift toward digital education has created opportunities and
challenges in ensuring inclusion for all students, especially for The digitization of education offers transformative potential to
those with disabilities or special needs. To promote inclusivity in enhance student learning outcomes by providing flexible,
digital education within higher education institutions (HEIs), the personalized learning opportunities. However, it also presents
ERASMUS+ project SET4Inclusion initiated a Call for Good significant challenges, particularly for students with disabilities
Practices, inviting educators and institutions to share effective or special needs who may face barriers if their diverse learning
practices across various areas, such as leadership, infrastructure, requirements are not adequately addressed. As higher education
and pedagogy. Out of 15 collected and evaluated good practices, institutions (HEIs) cater to an increasingly diverse student
five exemplary practices were selected for their impact on population, ensuring that digital education is inclusive and
fostering inclusive learning environments. This paper presents accessible to all students has become a critical priority.
these five practices, offering insights and recommendations for To address this need, the ERASMUS+ project SET4Inclusion
HEIs to enhance digital inclusivity in their educational offerings.
was established to enhance inclusive digital education in higher
Keywords / Ključne besede education. The project aims to foster environments where all
learners feel valued, regardless of their abilities or needs. An
Inclusion, digital education, inclusive pedagogy important initiative of the project was the Call for Good Practices,
which invited educators and educational institutions to share
Permission to make digital or hard copies of part or all of this work for personal or examples of their inclusive digital practices. The call focused on
classroom use is granted without fee provided that copies are not made or distributed various areas, such as leadership, collaboration, infrastructure,
for profit or commercial advantage and that copies bear this notice and the full professional development, pedagogy, and assessment,
citation on the first page. Copyrights for third-party components of this work must encouraging contributors to highlight how they prioritize
be honored. For all other uses, contact the owner/author(s).
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia inclusion and adapt to diverse student needs. © 2024 Copyright held by the owner/author(s).
http://doi.org/DOI_RECEIVED_AFTER_REVIEW
2 This paper presents the best five practices identified through Good Practices
this evaluation process, offering insights and practical guidance
To collect good practices on inclusive digital education, several
for other institutions seeking to enhance their inclusive digital
methodological steps were employed. A call for good practices
education initiatives. Brief overview of these exemplary
was developed and widely disseminated by all project partners,
practices illustrates their potential to enhance an inclusive
who translated and promoted the call to maximize reach across
educational environment in higher education.
different regions.
A standardized template was developed to guide submissions, 2.1 “Inclusive Glossary of Mathematical Terms:
ensuring consistency in how good practices were described,
including details such as context, methodologies and lessons A Hybrid Pedagogical Tool for the Inclusive
learned. A total of 15 submissions were received from four Education of Deaf and Hearing Children”
countries, providing a diverse array of practices related to by José Carlos Neves, and Carla Sousa
inclusive digital education. (Portugal)
An online workshop was conducted with all project partners The Inclusive Glossary of Mathematical Terms (GIM) is an
to present and discuss each submitted practice. This collaborative educational tool to support deaf children, particularly those using
workshop served as a preliminary evaluation forum where Portuguese Sign Language (LGP). GIM combines physical cards
participants could provide feedback and highlight key aspects of and digital videos to create a memory game that enhances
each practice. mathematical learning through interactive play. It fosters
Following the workshop, a detailed survey was created based inclusivity by allowing both deaf and hearing children to learn
on the project's established factors and indicators for inclusive together. It is accessible online and includes an adaptation of
digital education. This survey facilitated a systematic evaluation Brazilian Sign Language (LIBRAS).
by all partners. GIM is designed for primary and preschool teachers and is
The received practices were also categorized according to the user-friendly, requiring no advanced technical skills. Developed
SET4Inclusion Digital Education Framework, aligning them through collaboration among experts in education, design,
with specific inclusion areas such as leadership, collaboration, animation, and deaf culture, it ensures the content is relevant and
technology, professional development, pedagogy, assessment, accessible. Teachers specializing in deaf and hard-of-hearing
and student competence. Table 1 summarizes the distribution of (DHH) students contributed to the development and testing,
practices across these categories. involving 120 children across three schools. The game has shown
The data in the table indicate a broad distribution of practices positive impacts on student engagement and learning outcomes.
across various inclusion areas, with a notable emphasis on The game integrates physical cards with animated videos
pedagogical supports and resources, infrastructure and to illustrate mathematical concepts. These cards can be used with
technology, and student digital competence. This distribution a mobile app that displays corresponding videos in LGP or
suggests a balanced approach to inclusive digital education, LIBRAS, making it adaptable to different classroom settings.
addressing both the technical and pedagogical aspects needed to The game’s components can be produced at low cost through
create equitable learning environments. laser cutting or 3D printing or printed on paper for traditional use.
Research supports GIM’s effectiveness in teaching
Table 1: Covered inclusion areas by received practices mathematics and sign language to young children, particularly
DHH students. However, further studies are needed to explore its
application in various educational contexts and assess its long-
Inclusion areas No. of practices
term impact on learning.
Leadership/School's perspective 60,0%
Collaboration and Networking 2.2 “The Inclusive working group at Faculty of 33,3% Business UHU” by Alfonso Infante Moro Infrastructure and Equipment/Tools and (Spain) Technology 66,7%
Continuous Professional Development Accessibility for individuals with specific needs in digital 60,0% education is a fundamental obligation for universities. Alfonso Pedagogy: Supports and Resources 86,7% Infante Moro, who leads the "special needs technical unit" at the
Pedagogy: Implementation in the University of Huelva's Faculty of Business and Tourism, has
classroom 53,3% been instrumental in promoting this principle. Since its
Assessment Practices/Inclusion presentation at the 2021 International Congress of University and
Assessment Disability, the model continues to play a crucial role in ensuring 26,7%
Student Digital Competence/Student's inclusive education at the university level. Under Infante's
leadership, the faculty advocates for all students' right to access
Perspective 66,7%
higher education and emphasizes the necessity of digital
Other areas 6,7% accessibility provisions.
Spanish regulations, such as the Ley General de Derechos
This approach ensured a robust and systematic process for de las Personas con Discapacidad (General Law on the Rights of
identifying, evaluating, and categorizing good practices in Persons with Disabilities, 2013) and the Plan de Acción para las
inclusive digital education, promoting the exchange of effective Personas con Discapacidad (Action Plan for Persons with
strategies across diverse educational contexts. Disabilities, 2014-2020), highlight the importance of inclusivity
in higher education. However, the digital aspects of accessibility Agency, Yetam XR develops 3D virtual technologies tailored for
still require significant attention to ensure that all students can academic and industrial applications. The centre offers
fully participate. The University of Huelva's Faculty of Business educational programs in 3D modelling, visual design, animation,
has addressed these needs by organizing educational technology and Unity programming, ranging from beginner to advanced
conferences focusing on inclusion and diversity. A dedicated levels, equipping participants with theoretical and practical skills
working group led by Alfonso Infante promotes inclusive for the professional use of VR and AR technologies.
practices and classroom accessibility, supporting students across Yetam XR integrates advanced technologies into
various degree levels through tailored adaptations and educational environments, transforming traditional learning with
collaboration with clinical health specialists. immersive and interactive content. The centre prioritizes
Innovative digital tools, such as synchronous subtitles, inclusivity, ensuring its educational tools are accessible and
have been implemented to support students with hearing adaptable to diverse learning needs. Equipped with state-of-the-
impairments, benefiting a broader student population. art VR headsets and 3D modelling tools, Yetam XR provides a
Approximately 0.3% of the faculty’s students require specific high-quality digital learning experience.
educational support, and efforts continue to enhance their digital The centre’s projects include the Virtual Factory
learning experiences. Beyond the University of Huelva, Infante Simulation, hands-on experience with virtual industrial
advocates for a standardized system of inclusive practices across machines, and the Basic First Aid VR Project, which trains
European universities. His work contributes to developing a students in emergency response. Additionally, the Occupational
Standards Guide for the Inclusion of University Students with Health and Safety Project educates workers and students on
Disabilities, aimed at improving access and support for students safety through VR simulations of hazardous situations, providing
in the digital era. valuable real-world experience in a safe environment.
While Yetam XR has successfully enhanced education
2.3 “EcoDigi: A Practice for Sustainable Digital with immersive technologies, challenges remain, such as limited
Transformation in Adult Education” by access to VR equipment for some students. There is also a need
Silvia Doratiotto (Italy) to develop more inclusive content for students with disabilities.
Future plans include expanding educational content, increasing
EcoDigi is an initiative to promote digital transformation in adult
collaborations with schools and industry partners, and refining
education while prioritizing environmental sustainability and
programs to meet evolving needs based on feedback from
inclusivity. The project supports the development of digital
educators and students.
readiness in an eco-friendly and accessible way, addressing the
needs of adult learners, including those with disabilities or 2.5 “INTUX - Introducing training on user
special needs. EcoDigi emerged in response to the growing
reliance on digital platforms during the COVID-19 pandemic, Testing with people with disabilities into UX
recognizing both the opportunities for inclusion and the need to design and related higher education minimize environmental impact. The project helps educators and program” by Boštjan Šumak, Maja Pušnik
institutions adopt more sustainable and inclusive practices by and Katja Kous (Slovenia)
providing self-assessment tools, teaching materials, and guides. The INTUX project, "Introducing training on user Testing with
The initiative targets a broad audience, including adult people with disabilities into UX design and related higher
learners, educators, specialists, and NGOs involved in education education programs", focuses on making UX design education
and sustainability. Through specialized training, EcoDigi will more inclusive by integrating accessibility into user testing. The
create a pool of skilled trainers across partner countries, project addresses a gap in UX design practices, where people
strengthening the capacity of adult education providers to act as with disabilities are often excluded from testing, leading to
leaders in their communities. The project will produce several products that do not fully meet their needs.
vital resources, including a self-assessment tool, a report on best A vital outcome of the project is a specialized training
practices, an online platform, and guidelines for creating green course for UX design students, teaching them how to conduct
and accessible education. user testing with people with disabilities. This course is
EcoDigi also plans to host webinars and organize an supported by a handbook for university staff, guiding the creation
international conference to promote the exchange of good of more inclusive teaching environments. This ensures that
practices across partner countries. The initiative aims to ensure students are prepared to design accessible products and meet the
that digital transformation in adult education is sustainable and challenges they will face as professionals.
inclusive, contributing to a greener and more equitable digital The project also develops a framework to integrate these
society in Europe. training modules into UX design programs, embedding
2.4 “Innovative XR Technologies Research and people with disabilities by educating them about their rights in accessibility into the curriculum. Additionally, it empowers
Development Center (YETAM-XR)” by user testing and encouraging their active participation in the
Irfan Simsek (Turkey) design process.
The Innovative XR Technologies Research and Development For higher education institutions, INTUX enriches
Center (Yetam XR) at Istanbul University-Cerrahpaşa, led by educational programs by incorporating inclusive practices. By
Associate Professor Irfan Simsek, focuses on advancing virtual adopting the training modules and recommendations, institutions
reality (VR) and augmented reality (AR) technologies in ensure that their students graduate with the skills to design
education and industry. Supported by the Istanbul Development
accessible products and services, aligning with growing societal technological solutions with pedagogical innovation and
and professional expectations for inclusion and accessibility. collaboration among educators. As digital education continues to
evolve, the insights and recommendations drawn from these
good practices provide a valuable roadmap for higher education
3 Conclusion institutions aiming to enhance their inclusivity efforts. Future
The ERASMUS+ project SET4Inclusion has emphasized the research should continue to explore the scalability and
critical importance of fostering inclusive digital education adaptability of these practices across different educational
environments within higher education institutions. By contexts, ensuring that all students, regardless of their
systematically collecting and evaluating a diverse range of good backgrounds or abilities, have equitable access to high-quality
practices, the project has illuminated various strategies and tools digital education.
that can effectively address the needs of all learners, particularly
those with disabilities or special needs. The five exemplary good Acknowledgments / Zahvala
practices presented in this paper highlight innovative approaches This paper was prepared based on the results of the ERASMUS+
to creating accessible learning environments, from hybrid SET4Inclusion project: Self-Evaluation Tools for e-Inclusion in
pedagogical tools that integrate digital and physical elements to Higher Education Institutions. Therefore, we would like to
enhance mathematical understanding, to comprehensive express our sincere gratitude to all the authors who contributed
frameworks that address multiple dimensions of inclusivity such their valuable practices in response to our call and to everyone
as leadership, pedagogy, and technology infrastructure. involved in the successful development of the project.
These findings suggest that successful inclusive digital
education requires a holistic approach that combines
Note that there is a section break at the end of references to
balance the columns (and this text is a part of the new section).
If you have no space left at the end of your paper, you can delete
it.
Technological Speech Adaptation for Professional Work
as a Lawyer and Law Professor: A Case of a Patient with
Multiple Sclerosis
Sara Ahlin Doljak
European law faculty
New University
Nova Gorica, Slovenia
sara.ahlin-doljak@epf.nova-uni.si
Abstract The aim of this research is to evaluate the effectiveness of these
tools in supporting her professional activities and to explore the
This paper presents a case study of a female patient with multiple
strategies she employed to overcome the physical limitations
sclerosis (MS) who has successfully adapted to the challenges of
imposed by MS. By examining her journey, the study
her condition through the use of advanced assistive technologies.
underscores the importance of resilience, adaptability, and the
text software, this study highlights the practical applications of integration of technology in enabling individuals with disabilities Focusing on the use of speech-generating devices and predictive
to remain active in high-demand professions.
findings underline the critical role of technology in maintaining The paper is organized as follows: Section 2 describes the these tools in supporting her career as a lawyer and lecturer. The
methods used, including the case study approach and data
professional roles and the patient’s resilience in overcoming
collection techniques. Section 3 presents the results of the study,
significant physical disabilities.
with discussions on communication methods, technological
advancements, and adaptive strategies. The conclusion offers
Keywords insights into the potential for future technological developments
Speech-generating device, AAC technology, communication to further enhance the quality of life for individuals with severe
methods, SwiftKey, mobility, voice disabilities.
1 Introduction 2 Empirical Research Procedure
Multiple sclerosis (MS) is a chronic, progressive neurological
condition that affects the central nervous system, leading to a 2.1 Problem Definition and Purpose
wide range of physical and cognitive impairments. Among these, The primary problem addressed in this empirical research is
communication difficulties are common, particularly in cases understanding how a patient with a 12-year diagnosis of multiple
where the disease progression results in the need for a sclerosis (MS), who has a tracheostomy and is unable to speak,
tracheostomy, as it impairs the patient’s ability to speak [1]. This has adapted to her professional roles as a lawyer and lecturer. The
paper presents a case study of a female patient with MS who, study also seeks to evaluate the role that assistive technologies
despite facing severe communication barriers due to a play in enabling her to maintain her professional activities
tracheostomy and loss of speech, has successfully adapted to the despite severe physical limitations. The purpose of this research
challenges of her condition through the use of advanced assistive is to explore both the emotional and practical aspects of her
technologies. adaptation process, providing insights into the benefits and
The central focus of this study is on speech-generating limitations of technological interventions in helping her continue
devices and predictive text software, specifically the Tobii to work in high-demand professional environments.
Dynavox i-16 and Microsoft SwiftKey, and their role in enabling
the patient to maintain her dual professional roles as a lawyer and 2.2 Objective of the Empirical Research
a lecturer. These technologies, part of the broader category of The objective of this empirical research is to identify the key
Augmentative and Alternative Communication (AAC) systems, strategies and tools that allow a person with severe MS to adapt
have been demonstrated to significantly improve communication to and continue working in professional settings. The study
capabilities for individuals with severe speech impairments [2]. focuses on understanding how the patient copes with the
limitations imposed by her condition and examines the impact of
Permission to make digital or hard copies of part or all of this work for personal or assistive technologies on her ability to perform her professional
classroom use is granted without fee provided that copies are not made or distributed
for profit or commercial advantage and that copies bear this notice and the full tasks. Specifically, the research aims to:
citation on the first page. Copyrights for third-party components of this work must • Investigate how the participant has adapted emotionally and
be honored. For all other uses, contact the owner/author(s). practically to her condition, focusing on her mindset, routines,
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
© 2024 Copyright held by the owner/author(s). and coping mechanisms.
https://doi.org/10.70314/is.2024.DIGIN.14 • Identify the technological interventions that facilitate her
ability to work as a lawyer and lecturer, with a particular focus
on the use of assistive devices like speech-generating tools and 2.3.4 Participants
predictive text software. A single female participant with a 12-year diagnosis of MS, who
• Analyse the practical implementations and challenges of has a tracheostomy and is unable to speak, was selected for this
using assistive technologies in real-world professional settings case study. This unique case allows for an in-depth exploration
such as courtrooms and lecture halls. of her adaptation to her condition and the role of assistive
technologies in her professional life. The personalized focus on
2.3 Methodology one participant enabled a detailed examination of her
This research employs a qualitative case study methodology, experiences, providing valuable insights that might be diluted in
chosen for its suitability in exploring complex real-life a study involving multiple participants.
phenomena, particularly when the boundaries between the
phenomenon and its context are not clearly evident [3]. The case
study focuses on a single participant-a female patient with a 12- 3 Results
year diagnosis of MS, who has a tracheostomy and is unable to The collected data refers to the information gathered during the
speak-allowing for an in-depth analysis of her experiences, study on how the patient adapted to her condition and utilized
adaptations, and the role of assistive technologies in her various assistive technologies to maintain her professional roles.
professional life. This data was gathered through comprehensive interviews,
observations, and assessments of the tools she used, such as the
2.3.1 Procedure Tobii Dynavox speech-generating device and Microsoft
The study involved data collection through in-depth interviews SwiftKey predictive text software. with the participant and systematic observations of her
professional activities, including lectures and court sessions.
These methods provided firsthand insights into how assistive
technologies are applied in her day-to-day life, allowing for a
detailed exploration of their practical uses and effectiveness [4].
2.3.2 Measuring Instruments
The effectiveness of various assistive technologies was assessed
using several tools, chosen based on their role in aiding
communication and mobility. Key instruments included:
• Speech-Generating Device (Tobii Dynavox i-16): Used to
convert text to speech, this device was analysed for its usability,
customization options, and reliability in different professional
environments [5].
• Predictive Text Software (Microsoft SwiftKey): Evaluated
for its predictive capabilities, learning curve, and integration with
other devices, focusing on its efficiency in aiding communication
[6].
• Augmentative and Alternative Communication (AAC)
Systems: These systems were analysed for their speed, accuracy,
and user-friendliness during interactive professional sessions [7].
2.3.3 Research Questions Figure 1: Tobii Dynavox i-110, dry-erase board and Tobii
The following research questions guided the investigation: Dynavox i-16 (All photos are from the personal archive of
• How has a patient with MS adapted to her professional roles the participant of the study)
as a lawyer and lecturer? The study explores the emotional and
The data were analysed to identify recurring themes related
practical strategies the participant employed to adjust to her
to the efficacy of these technological aids, challenges
condition and continue working. It aims to reveal how she
encountered, and their overall impact on her professional life as
overcame challenges, adjusted her routines, and adopted new
a lawyer and lecturer. The results aim to provide insights into
tools to maintain her career.
how the assistive technologies supported her communication and
• What technological interventions have facilitated her
work, as well as the practical implementations of these tools.
continuation as a lawyer and lecturer? The research identifies key
technological aids, such as speech-generating devices and
3.1 Early Communication Methods
predictive text software, that assist her in communicating
effectively and performing professional tasks. Initially, the participant's primary channel of communication was
• What are the practical implementations and challenges the dry-erase board. Because she could not speak, she used the
associated with the assistive technologies she utilizes? This avenue to document (write) her cases or notes, which was
question addresses the real-world applications of the assistive effective then, especially in classrooms. The students acquired
technologies, evaluating both their strengths and limitations in comprehensive notes, which allowed them to gain vast
various professional settings like courtrooms and classrooms. knowledge of European law. A dry-erase board is an effective
interactive teaching tool, considering that lecturers can project
notes to help students understand complex concepts [8].
However, this approach was slow and laborious. However, this out her speech using the predictive text system. This technology
approach was slow and laborious, leading to delays in covering gives her enough notes and follow-up assignments or questions
the syllabus and impacting the efficiency of her work. to engage the classroom. Narang et al. (2022) noted that an open
Additionally, within a few weeks, she lost the ability to write discussion forum is an evidence-based strategy that bolsters
with her right arm, necessitating the search for alternative students’ engagement and awareness of the coursework [14].
communication methods. This early phase is illustrated in Figure During interactive sessions, she utilized augmentative and
1, which shows the Tobii Dynavox i-110, dry-erase board, and alternative communication (AAC) systems to compose feedback,
Tobii Dynavox i-16. although this process required patience from the audience due to
time delays. Despite these challenges, her lectures remained
3.2 Technological Advancements thorough and engaging.
The improvement in technology made communication easier for
her. Kumar et al. (2019) and Unwin (2017) asserted that 3.4 Evolution and Adaptation
technology enables instant communication, irrespective of Since the onset of her condition, she has realized the significance
geographical limitations [9, 10]. Kumar et al. (2023) and Sahoo of transforming and adapting to the emerging life changes and
and Choudhury (2023) added that applications, software, and latest technologies. Cahill (2020), Singh (2021), and
voice-controlled devices (wheelchairs), which are elements of Sampathkumar (2020) argued that change is inevitable,
the latest technologies, facilitate easier communication with MS warranting individuals to modify their behaviours or actions to
patients, illustrating their criticality in her life [11, 12]. Mainly, succeed [15, 16, 17]. She actively researched and adopted new
she uses a speech-generating device that converts text to speech. systems to facilitate communication, recognizing the importance
She controls the narration by typing on the keyboard of Tobii of evolving alongside technological developments.
Dynavox i-16. In addition, she uses Microsoft SwiftKey, a The evolution of AAC technology has been particularly
predictive text software, to improve her communication speed, beneficial, reflecting advancements in both hardware and
ensuring that she is competitive in class and court. Google Inc. software that support her ability to communicate sophisticated
(n.d.) stated that SwiftKey is an intelligent keyboard that learns ideas and engage professionally. Her current use of the Tobii
a person’s writing style to hasten writing [13]. These tools Dynavox i-16 in her daily professional life, at both work and
enabled her to communicate more efficiently, maintaining home, is shown in Figure 3.
competitiveness in her professional roles. A real-world example
of her using the Tobii Dynavox i-110 and i-16 in public is shown
in Figure 2.
Figure 3: A patient with MS uses the Tobii Dynavox i-16
nowadays at work and home (All photos are from the
Figure 2: A patient with MS in public with Tobii Dynavox i- personal archive of the participant of the study)
110 and i-16 (All photos are from the personal archive of
the participant of the study)
4 Conclusion
3.3 Lecturing Strategies and Public Engagement This study examined how a patient with multiple sclerosis
The technologies mentioned above play an integral role in the adapted to her condition to continue her professional roles as a lawyer and lecturer. The findings address the research questions preparation and execution of her lectures. She is an organized as follows: individual who prefers to define the lecture’s content and prepare
in advance. Thus, a few days prior to a class, she usually types
The patient adjusted her mindset and routines to intervention goals and use of technology. Seminars in Speech and
accommodate her physical limitations. She demonstrated Language, 29, 2 (2008), 83–91. DOI: 10.1055/s-2008-1080754.
[3] Robert K. Yin. 2018. Case Study Research and Applications: Design and
resilience by seeking alternative methods to fulfil her Methods. SAGE Publications.
professional responsibilities, including extensive preparation and [4] Sharan B. Merriam. 1998. Qualitative Research and Case Study
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[7] Katherine C. Hustad, Kirsten Keppner, Amanda Schanz and Alycia Berg.
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students, and represent clients effectively. 29, 2 (2008), 83–91. DOI: 10.1055/s-2008-1080754. PMID: 18645910;
PMCID: PMC2493612.
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challenges included the slower pace of real-time interactions and [9] Sachin Kumar, Prayag Tiwari and Mikhail Zymbler. 2019. Internet of
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devices also presented obstacles. Nonetheless, these technologies info
[10] Tim Unwin. 2017. Reclaiming information and communication
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In conclusion, the case study underscores the critical role of [11] Sravan Kumar, Pamanji Deepika, Mahamad Farzana, Ojja Kaveri, Kumari
advanced assistive technologies in supporting individuals with Preethi and Pemmaraju Bharati Sai Sailaja. 2023. A Real-time Voice
Controlled Wheelchair for Specially Abled People. Turkish Journal of
severe disabilities to maintain their professional roles. The Computer and Mathematics Education (TURCOMAT) 14, 2 (2023): 742– 751. https://doi.org/10.17762/turcomat.v14i2.13729 . patient's experience highlights the importance of adaptability. [12] Sushil Kumar Sahoo and Bibhuti Bhusan Choudhury. 2023. Voice-
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2008. Augmentative and alternative communication for preschool children: https://doi.org/10.1177/0218492319897805
Zbornik 27. mednarodne multikonference
INFORMACIJSKA DRUŽBA – IS 2024
Zvezek I
Proceedings of the 27th International Multiconference
INFORMATION SOCIETY – IS 2024
Volume I
Konferenca o zdravi dolgoživosti
Conference on Healthy Longevity
Urednika / Editors
Martin Lipovšek, Boštjan Petrič
http://is.ijs.si
8. oktober 2024 / 8 October 2024
Ljubljana, Slovenia
PREDGOVOR
Po velikem uspehu Konference o podaljševanju življenja, ki smo jo leta 2023 izvedli v okviru
mednarodne multikonference Informacijska družba na IJS, smo se letos organizatorji odločili,
da ponovimo zgodbo in konferenco še dodatno izboljšamo. Tudi tokrat je bil namen dvojen:
povezovanje strokovnjakov, ki se ukvarjajo s podaljševanjem življenja na sicer nepovezanih
področjih, ter promocija ideje o podaljšanju življenja med javnostjo. Je konferenca dosegla
zastavljene cilje?
V primerjavi z lanskim letom smo tokrat v živo lahko poslušali ne le vse domače, temveč tudi
nekatere od tujih govorcev. Iz Nemčije se nam je pridružil Alexander Tietz-Latza, ki je s
perspektive pravnika govoril o pravici do podaljševanja življenja, iz ZDA pa Melissa King, ki
je delila svoje bogate izkušnje iz agitacije in lobiranja za raziskave preprečevanja staranja.
Znanstveniki, ki se v malih državah ukvarjajo z določenimi področji, so vajeni ustrezno
majhnih zneskov: Kingova ima iz Washingtona izkušnje z borbo za večstomilijonske zneske,
ki je bila večkrat tudi uspešna, in ob njeni pripovedi je bila pozornost poslušalcev
zagotovljena. Več vrhunskih strokovnjakov se nam je pridružilo tudi prek videopovezave:
Adam Buben iz Nizozemske, Ilya Stambler iz Izraela in Bryan Johnson iz ZDA.
Ne le da smo uspeli poleg že omenjenih pridobiti še izvrstne domače predavatelje, temveč se
nam je prvič doslej pridružila tudi predstavnica Ministrstva za zdravje Vesna Marinko. Za
razliko od večine znanstvenih konferenc, ki so namenjene majhni tarčni skupini
strokovnjakov, je bila naša odprta za širšo javnost, in javnost je z veseljem tudi prišla. Lanska
konferenca je bila obilno obiskana tako v živo kot preko videoprenosa, toda ali so obiskovalci
dejansko prišli, ker bi jih tema zanimala? Številni odzivi, ki smo jih organizatorji prejeli po
zaključku, potrjujejo, da je res tako. Letošnji prvi odzivi občinstva nakazujejo, da tudi tokrat
ni nič drugače.
Martin Lipovšek, Boštjan Petrič
FOREWORD
After the great success of the Life Extension Conference, which we held in 2023 as part of the
international multiconference Information Society at the Jožef Stefan Institute, this year the
organizers decided to repeat the event and further improve the conference. Once again, the
purpose was twofold: to connect experts working on life extension in otherwise unrelated
fields and to promote the idea of life extension among the public. Did the conference meet
these
goals?
Compared to last year, this time we were able to hear not only all the Slovenian speakers live
but also some international ones. Alexander Tietz-Latza from Germany joined us to talk about
the right to life extension from a legal perspective, and Melissa King from the USA shared her
extensive experience in advocacy and lobbying for anti-aging research. Scientists in small
countries are used to working with relatively small budgets, while King, during her visits to
Washington, has fought for hundreds of millions of dollars, often successfully; needless to
say, she had the audience's attention. Several top experts also joined us via video link: Adam
Buben from the Netherlands, Ilya Stambler from Israel, and Bryan Johnson from the USA.
Not only did we manage to bring in excellent Slovenian speakers in addition to all the foreign
ones already mentioned, but for the first time, we were also joined by a representative from
the Ministry of Health, Vesna Marinko. Unlike most scientific conferences, which are aimed
at a small target group of experts, ours was open to the general public - and the public gladly
attended. Last year's conference was well-attended both in person and via video stream, but
did the attendees come because they were genuinely interested in the topic? Numerous
responses that we received afterward confirm that they were. Early feedback from this year's
audience suggests that the second Life Extension Conference was no different.
Martin Lipovšek, Boštjan Petrič
PROGRAMSKI ODBOR / PROGRAMME COMMITTEE
Martin Lipovšek
Boštjan Petrič
ORGANIZACIJSKI ODBOR / ORGANIZING COMMITTEE
Lovro Herga
Mitja Luštrek
Patrik Milić
Laura Vuga
Igor Djilas
Veronika Herga
Branka Javornik
Vitalna dolgoživost – izzivi in priložnosti za bodočo družbo
Danes smo priča naraščajočemu pričakovanemu trajanju življenja, ki je v zadnjih desetletjih
izjemno porasla zaradi ugodnejših zdravstvenih, prehranskih, ekonomskih in socialnih razmer
kot odraz različnih odkritij ter novih spoznanj v znanosti in družbi ter njihovih aplikacij v
vsakdanjem življenju. Starejše se sicer zaradi pojavnosti starostne oviranosti in različnih
kroničnih bolezni večkrat obravnava kot posebno skupino, potrebno specializirane pomoči na
področju medicine, sociale, politike, zakonodaje, bivanjskih razmer, servisnih služb, posebnih
organizacij in podobno. Zato ne čudi razmišljanje, da je »znanost podaljšala življenjsko dobo,
vendar to pomeni daljšo starost«.
Res je, staranju ne morem ubežati – z leti se začnejo kopičiti okvare in napake v telesu, ki se
odražajo kot upad fizičnih in kognitivnih sposobnosti in razvoj kroničnih bolezni, vendar danes
znanost ponuja več, kot le podaljševanje »starega« življenja! In kaj nam ponuja znanost o
biologiji staranja? V zadnjem desetletju smo priča eksploziji različnih aktivnosti in znanstvenih
odkritij na tem področju, nekateri to imenujejo kar revolucija znanosti na področju dolgoživosti.
Področje biologije staranja imenujemo tudi biogerontologija, ki obravnava predvsem
mehanizme staranja, in geroznanost, ki obravnavane mehanizme staranja povezuje s pojavom
kroničnih bolezni. Te raziskave skušajo odgovoriti na vprašanja na molekulskem in celičnem
nivoju ter na nivoju organizma, zakaj in kako se staramo ter ali je mogoče omiliti/upočasniti
procese staranja, predvsem s preprečevanjem razvoja starostnih tegob in kroničnih bolezni in
tako podaljšati zdrava leta življenja.
In kakšne so možnosti za vitalno dolgoživost? V prispevku bomo predstavili vplive genetske
zasnove in okolja (življenjskega sloga) na procese staranja in novejša spoznanja o možnostih
uporabe geroterapevtikov ter celičnih in genskih terapij za vitalno dolgoživost.
Vital Longevity – Challenges and Opportunities for Future Society
Today, we are witnessing increasing life expectancy, which has significantly risen in recent
decades due to improved health, nutrition, economic, and social conditions, reflecting various
discoveries and new understandings in science and society and their application in daily life.
Older individuals are often treated as a special group due to the prevalence of age-related
disabilities and various chronic diseases, requiring specialized assistance in medicine, social
services, politics, legislation, housing conditions, service agencies, special organizations, and
more. This gives rise to the notion that "science has extended lifespan, but that means longer
old age."
Indeed, aging is inevitable—over time, defects and errors accumulate in the body, reflected in
a decline in physical and cognitive abilities and the development of chronic diseases. However,
today's science offers more than just the extension of "old age." So, what does the science of
aging biology offer us? In the past decade, we have witnessed an explosion of various activities
and scientific discoveries in this field, with some even calling it a revolution in longevity science.
The field of aging biology, also known as biogerontology, primarily deals with the mechanisms
of aging, while geroscience links these mechanisms with the emergence of chronic diseases.
These studies aim to answer questions at the molecular, cellular, and organismal levels about
why and how we age and whether it is possible to alleviate or slow down aging processes,
especially by preventing the development of age-related ailments and chronic diseases, thus
extending the healthy years of life.
What are the possibilities for vital longevity? This article will present the influences of genetic
makeup and the environment (lifestyle) on the aging processes and recent findings on the
potential use of gerotherapeutics, as well as cellular and gene therapies, for achieving vital
longevity.
.
Gordana Kalan Živčec
8 stebrov zdravja – kaj lahko naredimo sami in kaj so priložnosti medicine – Gordanina
Metoda
Zdravje in kakovostna dolgoživost sta neposredno povezani. Kakovostna dolgoživost je tesno
povezana s koncepti, ki so v osnovi enostavni in jih lahko izvajamo samostojno: gibanje,
prehrana, počitek, socialni stiki/domače živali, ... tehnike sproščanja. Nadgradimo jih s
koncepti medicine: preventiva, prehranska dopolnila in šele na koncu zdravila. Prvi steber
zdravja je gibanje - Drugi steber zdravja je prehrana - Tretji steber zdravja je počitek - Četrti
steber zdravja je kakovostna socialna mreža in tudi hišni ljubljenčki - Peti steber zdravja je
zmanjševanje mentalnega, fizičnega in okoljskega stresa - Šesti steber zdravja je preventiva -
Sedmi steber zdravja so prehranska dopolnila - Osmi steber zdravja so zdravila. Hiša stoji na
4 stebrih. Za zdravo življenje jih je potrebno 8. Srečno!
---
The 8 Pillars of Health – What We Can Do Ourselves and the Opportunities in Medicine
– Gordana's Method
Health and quality longevity are directly connected. Quality longevity is closely tied to concepts
that are fundamentally simple and can be implemented independently: movement, nutrition,
rest, social connections/pets, and relaxation techniques. These are then enhanced by medical
concepts: prevention, nutritional supplements, and only as a last resort, medications. The first
pillar of health is movement. - The second pillar of health is nutrition. - The third pillar of health
is rest. - The fourth pillar of health is a strong social network, including pets. - The fifth pillar of
health is reducing mental, physical, and environmental stress. - The sixth pillar of health is
prevention. - The seventh pillar of health is nutritional supplements. - The eighth pillar of health
is medication. A house stands on four pillars. For a healthy life, eight are needed. Good luck!
.
Rok Kopinč
Moč matičnega mlečka pri zdravem staranju
Matični mleček ima že v razvoju čebel vlogo epigenetskega reprogramiranja. Ličinke, ki so
hranjene celotno obdobje razvoja izključno z matičnim mlečkom, se razvijejo v čebelje matice,
medtem ko se ličinke, ki so hranjene z matičnim mlečkom le prve tri dni, razvijejo v navadne
čebele delavke, čeprav sta obe genetsko identični. Matice so še enkrat večje od delavk, za
razliko od delavk plodne in živijo do 20-krat dlje. Razlog je v tem, da matični mleček omogoča
utišanje določenih genov (genov delavke) in izražanje genov matice. Ker so matice celo
življenje hranjene le z matičnim mlečkom, se razlika v izražanju genov ohranja in s tem
lastnosti, ki so značilne za čebeljo matico. Če navadno čebelo delavko začnemo hraniti z
matičnim mlečkom, začne dobivati nekatere lastnosti matice. Pa lahko takšno delovanje
matičnega mlečka pričakujemo tudi pri drugih organizmih? Raziskave kažejo, da matični
mleček za 10 do 20 % podaljša življenje tudi pri nekaterih drugih modelnih organizmih , kot so
črvi C. elegans, vinske mušice, črički in miške. Prav tako poveča odpornost teh živali na stres,
kot so UV svetloba, izpostavljenost kemijskim sredstvom in na bakterijske/virusne infekcije. V
različnih kliničnih študijah je bilo dokazano, da matični mleček spodbuja procese, ki so sicer
povezani z dolgoživostjo in podaljšanjem zdravega obdobja življenja. Tako so dokazali, da
matični mleček aktivira enake procese kot kalorična restrikcija, še zlasti glavna sestavina
matičnega mlečka, to je 10-hidroksi-decenojska kislina, poveča izražanje sirtuinov. V nedavni
klinični raziskavi smo tudi sami potrdili, da aktivira obrambne sisteme, ki ščitijo celice pred
oksidativnimi poškodbami ter poviša raven adiponektina, katerega višje ravni so pri ljudeh
povezane z dolgoživostjo. Matični mleček vsebuje tudi spermidin, ki je znan po tem, da
spodbuja avtofagijo in preprečuje staranje celic.
---
The Power of Royal Jelly in Healthy Aging
In the development of bees, royal jelly plays a role in epigenetic reprogramming. Larvae that
are fed exclusively with royal jelly throughout their entire development become queen bees,
while those that are fed royal jelly only for the first three days develop into ordinary worker
bees, even though both are genetically identical. Queens are twice the size of workers, are
fertile, and live up to 20 times longer. This is because royal jelly enables the silencing of certain
genes (worker bee genes) and the expression of queen genes. Since queens are fed only royal
jelly throughout their lives, the difference in gene expression is maintained, along with the traits
characteristic of a queen bee. If a regular worker bee starts being fed royal jelly, it begins to
develop some queen-like characteristics. But can we expect such effects of royal jelly in other
organisms as well? Research shows that royal jelly extends the lifespan of some other model
organisms, such as C. elegans worms, fruit flies, crickets, and mice, by 10 to 20%. It also
increases these animals' resistance to stress, such as UV light, exposure to chemicals, and
bacterial/viral infections. Various clinical studies have proven that royal jelly promotes
processes associated with longevity and the extension of the healthy period of life. It has been
shown that royal jelly activates the same processes as calorie restriction, particularly the main
component of royal jelly, 10-hydroxy-2-decenoic acid, which increases the expression of
sirtuins. In a recent clinical study, we also confirmed that royal jelly activates defense systems
that protect cells from oxidative damage and increases levels of adiponectin, which in humans
is linked to longevity. Royal jelly also contains spermidine, known for promoting autophagy and
preventing cellular aging.
Melissa King
Advocacy in Action: How Patient Advocacy, Public Policy, and Science Communication
Drive Scientific Progress and Benefit Society
This talk underscores the vital role of advocacy, policy, and communication in advancing
scientific progress, especially in healthy longevity. It illustrates how engaged citizens, through
patient advocacy, can drive research funding and policy changes, significantly impacting
healthcare outcomes. The presentation highlights the global spread of initiatives like Right to
Try laws and stresses the importance of public funding for early-stage research and the need
for scientists to actively communicate with the public.
There is a great need in the healthy longevity field for more patient advocacy, public policy,
public information through science communications, and global collaborative planning to drive
both scientific progress and distributive justice. The impact of patient advocacy on various
areas of biomedical research and healthcare is immeasurable, as shown by examples such as
California's Propositions 71 & 14 for stem cell research funding, JDRF's efforts in type 1
diabetes research, and HIV/AIDS activism.
Ongoing public policy efforts are of great importance for both research and patients. Efforts
like Brain Mapping Day at the US Congress, part of the inspiration for President Obama's Brain
Initiative, and the implementation of Right to Try legislation are not always visible to the public
at large but impact billions of people. A global overview of Right to Try legislation and similar
programs across different regions provides an example of how complex public policy efforts
can be when the focus is global.
The role of public funding in scientific advancements is enormous, given that private industry
and funding often enter only after initial public investments reduce risk. The critical need for
accurate science communication to the public provides an opportunity for scientists and others
well-informed about science to engage in outreach and education efforts.
This presentation is a call to action, meant to inspire and empower attendees to become active
participants in shaping the future of science and health policy, including and especially around
healthy longevity for all.
Alexander Tietz - Latza
The Right to Health and Longevity: An Evolving Human Right?
The recognition and enforcement of the right to health as a fundamental human right can
significantly enhance longevity and healthspan. By ensuring access to comprehensive
healthcare, promoting preventive measures, interventions, and addressing socio-economic
determinants of health, we can advocate a legal framework that supports a healthier
population.
Several international human rights instruments, such as the Universal Declaration of Human
Rights (UDHR) and the International Covenant on Economic, Social and Cultural Rights
(ICESCR), enshrine the right to health. In Europe, the European Social Charter and national
constitutions further reinforce this right. Effective implementation of these legal frameworks
can lead to better health outcomes.
This right encompasses access to timely, acceptable, and affordable health care of appropriate
quality as well as the underlying determinants of health, such as safe drinking water, adequate
sanitation, and a healthy environment. The right to health implies that everyone should have
access to the necessary health services and conditions that enable them to live a long and
healthy life - including Longevity?
Adam Buben
Should Christians Be Opposed to Technologically Achieved Life Extension? Why
Kierkegaard Might Make a Bad Transhumanist
It might seem obvious to most readers of Kierkegaard, an important thinker in the Christian
tradition, that he would have little interest in, and would probably be radically opposed to, the
goals of transhumanism. The difficult part, however, is explaining exactly what he would be
opposed to and why. It is true that Kierkegaard does not put much stock in science and
technology, but transhumanism is not a monolithic movement; the futurists, philosophers,
scientists, and sci-fi enthusiasts who might consider themselves transhumanists have a wide
array of hopes and dreams about what technology might eventually be able to do for, and to,
humankind. This variety means certain understandings of transhumanism might actually be
quite compatible with all sorts of religious traditions, including Christianity. In fact, it is important
to many transhumanists that their ideas not be perceived as sacrilegious, irreligious, or
heretical, because they think a “broad, diverse coalition” of support for, or at least tolerance of,
their agenda is practically and politically necessary for their goals to be realized. Given such
intentional inclusivity, we must dig a little deeper into Kierkegaard’s views to determine if he
would truly be an opponent of transhumanism. There may well be several approaches to
explaining “why Kierkegaard might make a bad transhumanist,” but mine will be to argue—
focusing on the example of technologically achieved life extension—that there is something in
his Christian commitments that runs counter to the very spirit of transhumanism.
.
Zbornik 27. mednarodne multikonference
INFORMACIJSKA DRUŽBA – IS 2024
Zvezek J
Proceedings of the 27th International Multiconference
INFORMATION SOCIETY – IS 2024
Volume J
Legende računalništva in informatike
Legends of Computing and Informatics
Urednika / Editors
Tone Stanovnik, Matjaž Gams
http://is.ijs.si
8. oktober 2024 / 8 October 2024
Ljubljana, Slovenia
PREDGOVOR
V letu 2024 s ponosom nadaljujemo z iniciativo »Legende računalništva in informatike«
(krajše »Legende RI«), podnaslovljeno »Galerija slavnih slovenskega računalništva in
informatike« ali po angleško »Hall of Fame of Slovenian Computer Science and Informatics«.
Naš glavni motiv je priznati izjemne dosežke raziskovalcev, razvijalcev, inženirjev in
vizionarjev na področju računalništva in informatike. Ob tem želimo hkrati zbrati pomembne
avtobiografske prispevke, ki bodo gradili zapis zgodovine tega pomembnega področja v
Sloveniji. Tako sledimo dvema pomembnima ciljema: ohranjamo strokovnost brez političnih
ali ideoloških vplivov ter zagotavljamo demokratičnost in transparentnost v procesu izbire
legend. Obenem si prizadevamo, da nikoli ne bi dopustili, da bi izjemni posamezniki ostali
neopaženi in ne priznani za svoj prispevek, tako kot je bil nekoč Alan Turing, eden največjih
umov v zgodovini računalništva, ki namesto priznanja prejel le kazen zaradi svoje identitete.
V letu 2024 bo programski odbor ocenjeval in nagrajeval na podlagi dejanskega prispevka
posameznikov na področju računalništva in informatike, pri čemer bomo še posebej pozorni
na njihov vpliv na stroko, družbo in razvoj tehnologij.
Navedimo osnovne dogovore pri Legendah: Dobitniki nagrade Michie-Turing so avtomatsko
sprejeti na podlagi poslanih referatov, ki služijo tudi kot avtobiografska zgodovina. Podobno
naj bi veljalo za mednarodne nagrade izjemne pomembnosti, medtem ko nacionalne nagrade
še niso predmet avtomatskega sprejemanja. Prvo leto pričakujemo od 10 do 20 nagrad, nato
okoli 5 letno, zgornja meja naj bi bila okoli 50 prejemnikov.
Postopek predlaganja kandidatov za legendo ostaja odprt, zlasti za predloge s strani društev
ACM Slovenija, SLAIS in Informatike. Predlog je potrjen, če zbere več kot polovico oddanih
glasov in ne preseže letne ali absolutne omejitve.
Predlogi za legendo so pripravljeni kot prispevki za konferenco IS v obliki 2-4 strani, z
ustrezno dokumentirano literaturo, le izjemoma je dovoljen povzetek na eni strani.
Predlagatelj lahko predlaga sebe ali koga drugega, več predlogov pa je prav tako dovoljenih.
Pri posthumnih nominacijah je potrebno pridobiti soglasje najbližjih svojcev. Prispevek naj bo
strukturiran kot življenjepis s poudarkom na dosežkih – znanstveni, praktični, pedagoški,
organizacijski – pri čemer je zaenkrat še nekaj svobode pri oblikovanju.
Z novim konceptom želimo še naprej širiti prepoznavnost in promocijo slovenskega
računalništva in informatike ter krepiti vlogo informacijske družbe. Vaše sodelovanje,
podpora, razumevanje in strpnost so ključni za uspeh te pobude. Iskrena hvala vsem
sodelujočim in čestitke sedanjim ter prihodnjim prejemnikom tega prestižnega priznanja!
Tone Stanovnik in Matjaž Gams
FOREWORD
In 2024, we proudly continue with the initiative "Legends of Computer Science and
Informatics" (abbreviated as "Legends RI"), subtitled "Hall of Fame of Slovenian Computer
Science and Informatics."
Our primary motivation is to acknowledge the exceptional achievements of researchers,
developers, engineers, and visionaries in the field of computer science and informatics. At the
same time, we aim to gather important autobiographical contributions that will form the
historical record of this significant field in Slovenia. In doing so, we pursue two key goals:
maintaining professionalism without political or ideological influence and ensuring
democracy and transparency in the selection process of the legends. Furthermore, we are
committed to never allowing exceptional individuals to go unnoticed or unrecognized for their
contributions, much like Alan Turing, one of the greatest minds in computer science history,
who was punished instead of being rewarded due to his identity.
In 2024, the program committee will evaluate and award individuals based on their
contributions to computer science and informatics, with particular attention to their impact on
the profession, society, and the development of technologies.
Let us outline the basic agreements for the Legends: Michie-Turing award recipients are
automatically accepted based on their submitted papers, which also serve as autobiographical
histories. Similarly, this will apply to internationally prestigious awards, while national
awards are not yet subject to automatic acceptance. Each year, we aim to induct
approximately 5 new legends into the Hall of Fame.
The process of nominating candidates for the legend status remains open, particularly for
proposals from associations like ACM Slovenia, SLAIS, and Informatika. A proposal is
confirmed if it receives more than half of the submitted votes and does not exceed the annual
or absolute limits.
Legend proposals are prepared as two to four-page contributions for the IS conference,
supported by appropriately documented literature, with a one-page summary allowed only in
exceptional cases. A proposer may nominate themselves or someone else, and multiple
proposals are also allowed. In the case of posthumous nominations, consent from the closest
relatives is required. The contribution should be structured like a CV, focusing on
achievements—whether scientific, practical, pedagogical, or organizational—with some
flexibility in the format.
With this new concept, we aim to further increase the recognition and promotion of Slovenian
computer science and informatics and strengthen the role of the information society. Your
cooperation, support, understanding, and patience are essential for the success of this
initiative. Sincere thanks to all participants, and congratulations to the current and future
recipients of this prestigious recognition!
Tone Stanovnik and Matjaž Gams
PROGRAMSKI ODBOR / PROGRAMME COMMITTEE
Gams Matjaž
Stanovnik Tone
Batagelj Marjan
Bavec Cene
Bohanec Marko
Bratko Ivan
Bric Rudi
Brodnik Andrej
Džeroski Sašo
Gornik Tomaž
Grad Janez
Grobelnik Marko
Hafner Izidor
Horvat Bogomir
Jurič Smon
Kljajić Borštnar Mirjana
Kozak Jernej
Kuščer Andrej
Lesjak Janez
Leskovar Robert
Luštrek Mitja
Mernik Marjan
Mongus Domen
Petkovšek Marko
Pisanski Tomaž
Rajkovič Vladislav
Schlamberger Niko
Solina Franc
Škedelj Franc
Špegel Marjan
Trampuž Cveto
Trček Denis
Turk Žiga
Virant Jernej
Volk Mira
Zakrajšek Egon
Zimic Niko
Zupan Blaž
Žalik Borut
Železnikar Anton
Žerko Miha
Achievements of the Candidate Marjan Mernik
Dosežki kandidata Marjana Mernika
Marjan Mernik
University of Maribor
Faculty of Electrical Engineering and Computer Science
Maribor, Slovenia
marjan.mernik@um.si
Abstract Languages, Compilers, and Evolutionary Computation. He spent
a Sabbatical in 2004 at the University of Alabama at Birmingham
The paper briefly summarizes the main scientific and research (UAB), USA, and since then, he has been a visiting professor at
achievements of Prof. Dr. Marjan Mernik, as well as his teaching UAB until 2017, where he occasionally taught undergraduate
and managerial work at the University of Maribor, Faculty of class on Programming Languages and a graduate class on
Electrical Engineering and Computer Science. His scientific and Domain-Specific Languages. He was also a visiting professor at
research work covers the field of programming languages, the University of Novi Sad, Serbia, from 2010 to 2016. He was
software engineering and evolutionary computing. advisor to 8 PhD students at the University of Maribor, co-
Keywords advisor to 5 PhD students at the University of Alabama at
Birmingham, and to 1 PhD student at the University of Ljubljana.
Computer Science, programming languages, software He was a member of PhD committees at foreign institutions such
engineering, evolutionary computation as the University of Sarajevo, the University of Rostock, the
Povzetek University of Tartu, the Eindhoven University of Technology,
the University of Milan, the University of Alabama at
V prispevku so na kratko povzeti glavni znanstveno-raziskovalni Birmingham, the University of Alabama, the University of Cape
dosežki prof. dr. Marjan Mernika, kakor tudi njegovo pedagoško Town, the Universidade Nova de Lisboa, and the University of
in vodstveno delo na Univerzi v Mariboru, Fakulteti za Novi Sad.
elektrotehniko, računalništvo in informatiko. Njegovo
znanstveno-raziskovalno delo posega na področje programskih
jezikov, inženiring programske opreme in evolucijskega 2 Research Activities
računanja. His main research interests lie in the intersection of programming
languages, software engineering and evolutionary computation.
Ključne besede His research philosophy involves tackling practical problems of
Računalništvo in informatika, programski jeziki, inženiring real-world complexity and proposing foundational solutions that
programske opreme, evolucijsko računanje offer the potential for significant long-term impact on the field of
computing. His past work on attribute grammar [1, 2] and current
work on Domain-Specific Languages [3-10] and Evolutionary
1 Introduction Computation [11-19] demonstrate that he is identifying with and
Prof. Dr. Marjan Mernik is a professor of Computer Science at working on major research problems in this field and that he is
the Faculty of Electrical Engineering and Computer Science, able to initiate new ways of thinking.
University of Maribor, Slovenia. He completed his Ph.D. in From the start of his career, a primary research interest has been
computer science from the University of Maribor in 1998. His the formal syntax and semantics of programming languages. He
dissertation focused on programming language composition and has developed various compiler/interpreter generators based on
evolution at the syntactic and semantic levels. Since 1998, he has different formal methods, such as attribute grammars,
been teaching various courses on Programming, Programming denotational semantics, and operational semantics. To solve the
problem of non-modularity, non-extensibility and non-
∗ ∗Article Title Footnote needs to be captured as Title Note Article Title Footnote needs to be captured as Title Note reusability of formal language specifications, which would
† †Author Footnote to be captured as Author Note Author Footnote to be captured
enable easier language composition, he has proposed the idea of
Permission to make digital or hard copies of part or all of this work for personal or Permission to make digital or hard copies of part or all of this work for personal or multiple attribute grammar inheritance, which was successfully
classroom use is granted without fee provided that copies are not made or distributed classroom use is granted without fee provided that copies are not made or distributed implemented in the LISA compiler generator tool [1]. Despite
for profit or commercial advantage and that copies bear this notice and the full for profit or commercial advantage and that copies bear this notice and the full citation on the first page. Copyrights for third-party components of this work must citation on the first page. Copyrights for third-party components of this work must that, this work was done during, and shortly after, his PhD thesis;
be honored. For all other uses, contact the owner/author(s). be honored. For all other uses, contact the owner/author(s). the work regains attention in the young engineering discipline of
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia © 2024 Copyright held by the owner/author(s). © 2024 Copyright held by the owner/author(s). Software Language Engineering (SLE) [2] with the aim of
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia M. Mernik
establishing a systematic and rigorous approach to the an award for scientific research and educational work at the
development, use, and maintenance of computer languages, University of Maribor in 2022. In 2019, he was awarded the
which comprises specification, modelling and programming Donald Michie and Alan Turing Prize for the Life
languages. Achievements of the Slovenian Information Society. In 2024,
In the next step of his career, he was interested in the possibility he received the Entrepreneurs, Academicians & Researchers
of automatically generating other language-based tools from Guild Award for Lifetime Achievement in Academia and
formal language specifications, such as editors, debuggers, Research from the MathTech Thinking Foundation.
visualization tools, and animators [4]. While this work
emphasizes primarily textual programming languages, it is now
extended to domain-specific modelling languages [5]. 3 Other Activities
His research also focuses on the design and implementation of He has strong international collaboration, including organizing
domain-specific languages [3-10]. He is interested in many conferences and workshops, journal special issues, serving on
aspects of domain-specific languages, from domain analysis, journal editorial boards, and being a member of program
design, implementation, validation, maintenance, and their use. committees. He has been an invited speaker at ten conferences.
All of these phases have been described in his survey paper in He is a member of seven editorial boards, a journal reviewer for
the ACM Computing Surveys journal [3], which was extremely more than 40 journals, and a member of program committees for
well accepted among researchers. This paper has more than 2800 more than 150 conferences and workshops. He is the Editor-in-
Google Scholar citations, and it is the most cited paper in the area Chief of the Journal of Computer Languages (Elsevier) and an
of domain-specific languages. It is also used as a standard Associate Editor of Applied Soft Computing Journal (Elsevier),
teaching material for various courses on domain-specific Swarm and Evolutionary Computation (Elsevier), and
languages at different universities. On many occasions, he has Information Sciences (Elsevier). His basic research has been
been regarded by others as a leader in domain-specific language funded by the Slovenian Research Agency, the National Science
research. Foundation (NSF USA) and industrial funds from local
Around the year 2000, he also became interested in another companies (Raiffeisen Krekova banka, DEWESoft).
research field - evolutionary computation. He was combining Last but not least, he took on several organizational duties. He
evolutionary computation in a novel way with the research fields was a Chair of the Quality Assurance Committee at the Faculty
of programming languages and software engineering [11-19]. of Electrical Engineering and Computer Science, University of
One such problem, which has not sufficiently been solved yet, is Maribor, from 2003 to 2011, and Vice-Dean of Research from
the problem of inferring grammars from the set of positive and 2015 to 2018. He was a Chair of the Institute of Computer
negative samples. This is the research field of grammatical Science from 2015-2019, where he was responsible for the
inference to which he and his co-workers have contributed a new implementation of the department’s objectives and goals, such as
algorithm, MAGIc [13]. The work on grammatical inference has following constant changes in computer science and information
recently been extended to semantic inference of domain-specific technologies curricula. Since 2019, he has been a Vice-Dean of
languages [17]. International Cooperation and Quality Development at the
Another topic from the field of evolutionary computation in Faculty of Electrical Engineering and Computer Science,
which he is interested is the problem of parameter control. He University of Maribor. Since 2019, he has been a Member of the
and co-workers have suggested one of the first approaches for Council of Slovenian Quality Assurance Agency for Higher
self-adapting control parameters in Differential Evolution (DE) Education.
[12]. This work has been published in the prestigious journal
IEEE Transactions on Evolutionary Computation and has more
than 3600 Google Scholar citations. He has become interested in References
investigating how different evolutionary algorithms perform [1] MERNIK, Marjan, ŽUMER, Viljem, LENIČ, Mitja, AVDIČAUŠEVIĆ,
exploration and exploitation of the search space. This is a Enis. Implementation of multiple attribute grammar inheritance in the tool
fundamental issue of any search algorithm. The result of this LISA. SIGPLAN notices. June 1999, vol. 34, no. 6, str. 68-75. ISSN 0362-
1340. [COBISS.SI-ID 4761110]
study was published in 2013 [11] in the prestigious ACM [2] MERNIK, Marjan. An object-oriented approach to language compositions
Computing Surveys journal and has up to now more than 1500 for software language engineering. The Journal of Systems and Software.
[Print ed.]. 2013, vol. 86, iss. 9, str. 2451-2464. ISSN 0164-1212.
Google Scholar citations. DOI: 10.1016/j.jss.2013.04.087. [COBISS.SI-ID 16884246]
His research work culminated in more than 130 journal [3] MERNIK, Marjan, HEERING, Jan, SLOANE, Anthony M. When and
papers, among them more than 70 in journals with an SCI index how to develop domain-specific language. ACM computing surveys. [Print
ed.]. 2005, vol. 37, no. 4, str. 316-344. ISSN 0360-0300. [COBISS.SI-
(e.g., ACM Computing Surveys, IEEE Transactions on ID 10259222]
Evolutionary Computation, Applied Soft Computing, Empirical [4] HENRIQUES, Pedro Rangel, VARANDO PEREIRA, Maria João,
MERNIK, Marjan, LENIČ, Mitja, GRAY, Jeffrey G., WU, Hui.
Software Engineering) and in more than 160 Automatic generation of language-based tools using the LISA system. IEE
conference/workshop papers. Google Scholar ranked his work as proceedings. Software. [Print ed.]. Apr. 2005, vol. 152, no. 2, str. 54-69. ISSN 1462-5970. [COBISS.SI-ID 9519126 ] H-Index=44, number of citations = 14260. Clarivate Analytics [5] SPRINKLE, Jonathan, MERNIK, Marjan, TOLVANEN, Juha-Pekka,
named Marjan Mernik as a highly cited researcher in 2017 and SPINELLIS, Diomidis. What Kinds of Nails Need a Domain-Specific
2018 (the only researcher from computer science from Slovenia). Hammer?. IEEE software. [Print ed.]. Jul./Avg. 2009, vol. 26, iss. 4, str.
15-18. ISSN 0740-7459. DOI: 10.1109/MS.2009.92. [COBISS.SI-
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field of Computer Science in 2017 and 2018, earning the mark of [6] KOSAR, Tomaž, MARTÍNEZ LÓPEZ, Pablo E., BARRIENTOS, Pablo
A., MERNIK, Marjan. A preliminary study on various implementation
exceptional impact. For his research achievements, he was approaches of domain-specific language. Information and software
awarded a Silver Sign at the University of Maribor in 2012 and technology. [Print ed.]. apr. 2008, vol. 50, iss. 5, str. 390-405. ISSN 0950-
Achievements of the Candidate Marjan Mernik Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
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[7] WU, Hui, GRAY, Jeffrey G., MERNIK, Marjan. Grammar-driven [14] ČREPINŠEK, Matej, LIU, Shih-Hsi, MERNIK, Marjan. Replication and
generation of domain-specific language debuggers. Software : practice & comparison of computational experiments in applied evolutionary
experience. 2008, vol. 38, iss. 10, str. 1073-1103. ISSN 0038- computing : common pitfalls and guidelines to avoid them. Applied soft 0644. http://dx.doi.org/10.1002/spe.863, Digitalna knjižnica Univerze v computing. [Print ed.]. June 2014, vol. 19, str. 161-170. ISSN 1568-4946. Mariboru – DKUM, DOI: 10.1002/spe.863. [COBISS.SI-ID 11994134 DOI: 10.1016/j.asoc.2014.02.009. [COBISS.SI-ID 17638934]
[8] KOS, Tomaž, KOSAR, Tomaž, MERNIK, Marjan. Development of data [15] MERNIK, Marjan, LIU, Shih-Hsi, KARABOGA, Dervis, ČREPINŠEK,
acquisition systems by using a domain-specific modeling Matej. On clarifying misconceptions when comparing variants of the language. Computers in industry. [Print ed.]. Apr. 2012, vol. 63, no. 3, str. Artificial Bee Colony Algorithm by offering a new 181-192. ISSN 0166-3615. DOI: 10.1016/j.compind.2011.09.004. implementation. Information sciences. [Print ed.]. 10 Jan. 2015, vol. 291, [COBISS.SI-ID 15485974] str. 115-127. ISSN 0020-0255. DOI: 10.1016/j.ins.2014.08.040.
[9] KOSAR, Tomaž, BOHRA, Sudev, MERNIK, Marjan. Domain-specific [COBISS.SI-ID 18044438]
languages : a systematic mapping study. Information and software [16] VEČEK, Niki, MERNIK, Marjan, FILIPIČ, Bogdan, ČREPINŠEK, technology. [Print ed.]. March 2016, vol. 71, str. 77-91. ISSN 0950-5849. Matej. Parameter tuning with Chess Rating System (CRS-Tuning) for
DOI: 10.1016/j.infsof.2015.11.001. [COBISS.SI-ID 19181334] meta-heuristic algorithms. Information sciences. [Print ed.]. Dec. 2016,
[10] KOSAR, Tomaž, GABERC, Sašo, CARVER, Jeffrey C., MERNIK, vol. 372, str. 446-469. ISSN 0020-0255. DOI: 10.1016/j.ins.2016.08.066.
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exploitation in evolutionary algorithms : a survey. ACM computing [18] JEREBIC, Jernej, MERNIK, Marjan, LIU, Shih-Hsi, RAVBER, Miha, surveys. [Print ed.]. 2013, vol. 45, no. 3, str. 1-33. ISSN 0360-0300. BAKETARIĆ, Mihael, MERNIK, Luka, ČREPINŠEK, Matej. A novel
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[12] BREST, Janez, GREINER, Sašo, BOŠKOVIĆ, Borko, MERNIK, Marjan, basins. Expert systems with applications. [Print ed.]. 1 April 2021, vol.
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[13] HRNČIČ, Dejan, MERNIK, Marjan, BRYANT, Barrett Richard. harmful. Applied soft computing. [Print ed.]. Oct. 2022, vol. 128, 20 str.
Improving grammar inference by a memetic algorithm. IEEE transactions ISSN 1568-4946. DOI: 10.1016/j.asoc.2022.109478. [COBISS.SI-on systems, man and cybernetics. Pt. C, Applications and reviews. [Print ID 118318595]
Prispevki Igor Bernika na področju informatike
Contributions of Igor Bernik in the field of informatics
Igor Bernik
Fakulteta za varnostne vede
Univerza v Mariboru
Ljubljana, Slovenija
igor.bernik@um.si
Povzetek njegovem delu zasedajo študenti, katerih dosežki so zanj predstavljali stalno motivacijo za nadaljnje delo in raziskovanje.
Prispevek povzema razvojno-raziskovalno, pedagoško in Mentoriral je skoraj 400 študentov, med katerimi so mnogi
vodstveno delovanje ter dosežke Igorja Bernika v okviru dosegli izjemne uspehe v svojih poklicnih karierah.
Fakultete za varnostne vede in Fakultete za organizacijske vede
Univerze v Mariboru. Njegovo delo spada na področja sistemov
za podporo odločanja ter informacijske in kibernetske varnosti. 2 Študij
Ključne besede računalniki in numerično krmiljeni stroji, ki so postajali vse bolj V poznih osemdesetih letih so se v strojništvo začeli uvajati prvi
Igor Bernik, pedagoška dejavnost, raziskovalna dejavnost, razširjeni. Med študijem strojništva se je prof. dr. Igor Bernik
informacijska in kibernetska varnost prvič srečal s študijskimi vsebinami s področja programiranja.
Abstract Zaradi uspešnosti pri študiju je prejel prve ponudbe za
sodelovanje s profesorji ter možnost dodatnega zaslužka prek
The paper summarizes the development-research, teaching and programiranja. V začetku 90. let se je srečal z izzivom, kako
management activities and achievements of Igor Bernik within razviti poslovni informacijski sistem za uporabnika, ki želi
the Faculty of Security Sciences and the Faculty of uporabljati računalnik, vendar nima znanja informatike. Leta
Organizational Sciences of the University of Maribor. His work 1991 se je, na podlagi te potrebe, odločil razviti poslovni
is in decision support systems, information, and cybersecurity. informacijski sistem za podjetje, pri čemer je izbral okolje MS
Access 1.0. Tako je razvil informacijski sistem, ki je bil verjetno
Keywords eden prvih poslovnih sistemov v Sloveniji, izdelanih v okolju
Igor Bernik, teaching, research, information and cybersecurity Windows. Med razvojem tega sistema je ugotovil, da je potrebno
pridobiti dodatno znanje o relacijskih bazah podatkov, kar ga je
pritegnilo k nadaljnjemu študiju organizacijske informatike.
1 Uvod
Igor Bernik je prvi stik z računalnikom doživel v poznih 80. letih Na Fakulteti za organizacijske vede Univerze v Mariboru je
prejšnjega stoletja, ko je sprva načrtoval kariero na področju uspešno zaključil študij organizacijske informatike, med katerim
strojništva. V tem obdobju se je srečal s programiranjem in se je še posebej posvetil poslovnim simulacijam in sistemom za
kmalu odkril svojo strast do tega področja. Postopoma se je vse podporo odločanju. Aktivno je sodeloval v različnih študentskih
bolj oddaljeval od tehničnih disciplin in začel usmerjati svojo projektih, njegov zaključni projekt, diplomsko delo na temo
pozornost v informatiko, pri čemer se je v zadnjih dveh razvoja sistema za zvezno simulacijo v C++ [1], pa mu je prinesel
desetletjih posebej posvetil informacijski varnosti. V zadnjih mesto mladega raziskovalca.
letih je svoje delo osredotočil na varno uporabo informacijske
tehnologije z namenom izboljšanja kakovosti življenja. Na svoji 3 Zaposlitev na Fakulteti za organizacijske vede strokovni poti je imel čast sodelovati s številnimi posamezniki,
ki so pomembno prispevali k njegovemu osebnemu in Kot mladi raziskovalec se je prof. dr. Igor Bernik med delom in
strokovnemu razvoju ter ga podpirali pri rasti na področju študijem skozi znanstveni magisterij in doktorat srečal tudi z
informacijske in kibernetske varnosti. Posebno mesto v metodami optimiranja in umetno inteligenco. Imel je srečo, da je
sodeloval z odličnimi, danes legendarnimi profesorji
∗Article Title Footnote needs to be captured as Title Note informatike. Njegov formalni mentor je bil prof. dr. Miroljub
† Author Footnote to be captured as Author Note Kljajič, veliko pa je sodeloval in se učil tudi od prof. dr.
Permission to make digital or hard copies of part or all of this work for personal or Vladislava Rajkoviča ter prof. dr. Roberta Leskovarja, ki je bil
classroom use is granted without fee provided that copies are not made or distributed njegov delovni mentor. Na podlagi opravljenih raziskav je s
for profit or commercial advantage and that copies bear this notice and the full
citation on the first page. Copyrights for third-party components of this work must kolegi objavil izsledke, ki so še danes med visoko citiranimi [2,
be honored. For all other uses, contact the owner/author(s). 3].
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
© 2024 Copyright held by the owner/author(s).
http://doi.org/DOI_RECEIVED_AFTER_REVIEW
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia I. Bernik
Po zaključenem usposabljanju za mladega raziskovalca ostal mnogih strokovnih združenj. Za svoje delo je prejel več domačih
na Fakulteti za organizacijske vede, sprva kot asistent, kasneje in mednarodnih priznanj.
kot docent. Kot učitelj je sledil razvoju stroke in poleg obstoječih
področij poučevanja razvijal tudi nova, kot so managerski in
kadrovski informacijski sistemi. V tem obdobju se je prvič srečal 5 Zaključek
s potrebo po varovanju podatkov, najprej osebnih, nato tudi Prof. dr. Igor Bernik je profesor, ki si prizadeva, da bi se področje
poslovnih. Ugotovil je, da razvoj informacijskih sistemov informacijske in/ali kibernetske varnosti osamosvojilo od
pogosto zanemari vidike varnosti, zato se je začel posvečati informatike in varstvoslovja ter ga predstavlja kot ključno vedo
vprašanju, kako zagotoviti varnost informacijskih sistemov, pri prihodnje digitalizirane družbe [10, 11]. Pri tem se osredotoča
čemer je sodeloval tudi s Fakulteto za varnostne vede. tudi na digitalno vključenost vseh državljanov v trajnostni
razvoj.
4 Zaposlitev na Fakulteti za varnostne vede
Leta 2008 je bil prof. dr. Igor Bernik povabljen, da svojo Zahvala
strokovno pot nadaljuje na Fakulteti za varnostne vede Univerze Iskrena zahvala vsem financerjem raziskovalnih projektov, ki so
v Mariboru. Fakulteta je le nekaj let prej (leta 2003) izstopila iz omogočili naše delo in napredek, ter vsem kolegicam in
sistema Ministrstva za notranje zadeve in se pridružila Univerzi kolegom, ki so s svojim znanjem, podporo in novimi izzivi
v Mariboru, razvojno pa je poskušala (in po dosedanjih rezultatih oblikovali mojo pot. Brez vaše podpore in zaupanja ne bi bilo
uspešno) proučevati področje varnosti oziroma varstvoslovja mogoče doseči vsega, kar smo skupaj ustvarili. Vaša
skozi znanstveno-raziskovalno delo in prenašati vrhunsko znanje prizadevanja in predanost so pustili neizbrisno sled v mojem
na študente. Idejni vodji razvoja fakultete, takratna dekana prof. življenju in delu, za kar sem vam globoko hvaležen.
dr. Milan Pagon in prof. dr. Gorazd Meško, sta prepoznala
prihodnost v formalnem proučevanju informacijske varnosti. Literatura
Tako je bil poleg pedagoških in raziskovalnih zadolžitev prof. dr. [1] Bernik, Igor. 1996. Razvoj sistema za zvezno simulacijo v C++.
Bernik postavljen pred izziv vzpostavitve študija informacijske Diplomsko delo visokošolskega študija. Kranj: [I. Bernik], 65 f., grafični
varnosti na fakulteti. S sodelovanjem Fakultete za prikazi.
[2] Kljajić, Miroljub, Bernik, Igor, Škraba, Andrej. 2000. Simulation
elektrotehniko, računalništvo in informatiko je bil pripravljen approach to decision assessment in enterprises. Simulation. [Print ed.], vol.
interdisciplinarni visokošolski program Informacijska varnost, ki 75, no. 4, str. 199–210. ISSN 0037-5497.
je bil akreditiran avgusta 2010, prvi študenti pa so bili vpisani že [3] Bernik, Igor, Kljajić, Miroljub, Bernik, Mojca. 2002. Use of simulation
and visualization in multi criteria scheduling optimization with genetic
leta 2011. Leta 2014 je bil dr. Bernik mentor prvemu diplomantu algorithms. V: Mastorakis, Nikos E. (ur.). Recent advances in simulation,
[4] tega programa. computational methods and soft computing. [S. l.]: WSEAS Press, str.
246–250. A series of reference books and textbooks. ISBN 960-8052-50-
5.
Vsebinsko je razvil področje informacijske varnosti in postavil [4] Urbanc, Jan. 2014. Utrjevanje HTTP sej z odtisom brskalnika: diplomsko
delo visokošolskega strokovnega študija Informacijska varnost.
temelje znanstveno-raziskovalni dejavnosti družboslovnega [Ljubljana: J. Urbanc].
proučevanja informacijske varnosti. Iz tega področja je objavil [5] Bernik, Igor, Prislan Mihelič, Kaja. 2012. Kibernetska kriminaliteta, informacijsko bojevanje in kibernetski terorizem . Ljubljana: Fakulteta za tudi nekaj temeljnih del v slovenskem jeziku [5, 6, 7]. Njegova varnostne vede. Serija Informacijska varnost, 1. ISBN 978-961-6821-20-
raziskovalna dejavnost se je utrdila v mednarodni skupnosti 9.
informacijske varnosti, zlasti po izdaji samostojne znanstvene [6] Markelj, Blaž, Bernik, Igor. 2018. Varnost mobilnih naprav. 1. izd.
Maribor: Univerzitetna založba Univerze v Mariboru; Ljubljana: Fakulteta
monografije leta 2014 pri založbi Wiley [8]. za varnostne vede. ISBN 978-961-286-138-4.
[7] Prislan Mihelič, Kaja, Bernik, Igor. 2019. Informacijska varnost in
Leta 2010 se je na področju informacijske varnosti pridružil organizacije. 1. izd. Maribor: Univerzitetna založba Univerze v Mariboru;
Ljubljana: Fakulteta za varnostne vede. ISBN 978-961-286-253-4.
tudi Blaž Markelj, ustanovljena je bila katedra za informacijsko [8] [5] Bernik, Igor. 2014. Cybercrime and cyberwarfare. London: ISTE;
varnost, ki je v petnajstih letih dosegla številne uspehe [9] in Hoboken: Wiley. ISBN 978-1-84821-671-6.
[9] Markelj, Blaž, Vrhovec, Simon, Bernik, Igor. 2023. Izobraževanje in
danes šteje štiri člane (pridružita se še Simon Vrhovec, 2014 in raziskovanje na področju informacijske varnosti = Education and research
Anže Mihelič, 2018). Poleg pedagoškega in znanstveno- in the field of information security. V: Meško, Gorazd (ur.). Znanstveno
raziskovanje in pedagoška dejavnost Fakultete za varnostne vede
raziskovalnega dela je bil prof. dr. Bernik tudi prodekan na Univerze v Mariboru: (1973–2023). 1. izd. Maribor: Univerza v Mariboru,
področjih izobraževanja, znanstveno-raziskovalnega dela, Univerzitetna založba. Str. 245-260. [10] Bernik, Igor. 2024. Kibernetski prostor in kibernetska varnost v luči kakovosti in razvoja, od leta 2023 pa je dekan Fakultete za trajnostnega razvoja: sinergija lokalnih skupnosti v družbi 5.0. V: Meško, varnostne vede Univerze v Mariboru. Gorazd (ur.), Eman, Katja (ur.). Varnost v lokalnih skupnostih -
multidisciplinarne perspektive. 1. izd. Maribor: Univerza v Mariboru,
Univerzitetna založba; Ljubljana: Univerza v Mariboru, Fakulteta za
Prof. dr. Bernik je (so)avtor šestih monografij, 27 poglavij v varnostne vede. Str. 313-338. ISBN 978-961-286-876-5, ISBN 978-961-
znanstvenih monografijah, 42 izvirnih in preglednih znanstvenih 286-875-8. [11] Bernik, Igor. 2023. Izzivi informacijske varnosti pri prehodu v družbo 5.0. člankov ter več sto drugih del, njegova bibliografija pa šteje 625 V: Markelj, Blaž (ur.). Informacijska varnost: doba tehnoloških prebojev
enot. Sodeloval je pri številnih projektih in recenzijah ter je član in pravnih izzivov. 1. natis. Ljubljana: Lexpera, GV Založba. Str. 13-34,
169. ISBN 978-961-247-517-8.
Dosežki kandidata Marka Bajca
Marko Bajec
marko.bajec@fri.uni- lj.si
Univerza v Ljubljani, Fakulteta za računalništvo in informatiko
Ljubljana, Slovenia
Povzetek okrilju IJS), kjer sem pomagal pri izvajanju računalniški tečajev
ter pomalem pri razvoju računalniških rešitev. Če ne bi prejel po-
V tem prispevku na kratko predstavim svojo dosedanjo kari-
vabila s fakultete, da se zaposlim kot asistent-stažist, bi verjetno
erno pot ter dosežke, povezane z računalništvom in informatiko.
končal v industriji. Tako pa sem, zopet skoraj da slučajno, pristal
Prispevek sem napisal kot kandidat za člana v “Legendah raču-
v akademskih vodah. V začetku sem se nekoliko lovil, a sčasoma
nalništva”. Povabila sem bil vesel, a priznam, da me spravilo v
sem dojel ustroj akademskega sveta, se mu prilagodil in po nekaj
zadrego. Biti na nekem področju “legenda”, je zares visok druž-
vzponih in padcih s 43 leti postal redni profesor.
beni status, ob katerem mnogi dosežki, ki se sicer znajdejo v naših
življenjepisih, zgubijo svoj blišč. Z nekaj samokritike zato kratek
opis moje karierne poti in tistih rezultatov, na katere sem sam 1.2 Od začetka - zaposlitev na Fakulteti za
ponosen. računalništvo in informatiko
Fakulteta za računalništvo in informatiko Univerze v Ljubljani (v
Abstract nadaljevanju UL FRI) je bila moj prvi in edini delodajalec. Začel
In this paper I briefly describe my career path and achievements sem kot asistent v Laboratoriju za informatiko, ki ga je takrat
so far related to computer science and informatics. I wrote the vodil prof. dr. Marjan Krisper. Njegova sposobnost za pridobi-
paper as a candidate for membership in the ’Legends of Comput- vanje aplikativno-raziskovalnih projektov je presegala takratne
ing’. While I was happy to receive the invitation, I must admit it storilne zmožnosti laboratorija, saj je ob mojem prihodu imel
put me in an awkward position. Being a ’legend’ in a particular samo enega člana. Raziskovalno delo je zato nekoliko trpelo, a
field is truly a high social status, at which many achievements projekti so bili zanimivi in z vsakim sem se nekaj novega naučil.
that usually make it to our resumes lose their shine. With a bit Med drugim, kako težko je razvijati rešitve za realna okolja, kjer
of self-criticism, here is a brief description of my career path and so večji izziv ljudje kot pa sama kompleksnost tehnologije.
those results that I am personally proud of.
1.3 Vključevanje v domače in mednarodne
Ključne besede kroge
karierna pot, raziskovalno delo, pedagoško delo, vodstvene funk-
Po zaposlitvi na UL FRI sem se sčasoma tudi sam vključil v do-
cije, dosežki
mače in mednarodne raziskovalne ter tudi strokovne kroge. Kot
član programskega odbora sem sodeloval pri številnih mednaro-
Keywords dnih konferencah, kot so: CAiSE, IEEE RE, IEEE RCIS, ICSOFT,
career path, research work, teaching work, management, achieve- POEM, DB &IS, ADBIS, ICSEA, IBIMA, ME, MUSE, ICIST, OTI ipd.
ments V letu 2009 sem bil povabljen v programski svet priznane medna-
rodne konference CAiSE ( International Conference on Advances in
1 Karierna pot Software Engineering), ki je takrat veljala za eno pomembnejših
1.1 na mojem ožjem raziskovalnem področju. V letu 2013 sem bil Na kratko
izbran za programskega predsednika IEEE konference RCIS 2014
S “pravimi” računalniki sem se spoznal šele v srednji šoli – Teh- Research Challenges in Information Science ( ) in isto leto tudi za
nični srednješolski center Branka Breliha, Nova Gorica. Vpisal
položaj generalnega predsednika konference CAiSE 2016, ki je
sem se, ne da bi zares vedel, kam se vpisujem. V osnovni šoli
z več kot 300 udeleženci potekala v Ljubljani. V letu 2018 sem v
sem res kazal več želje in nadarjenosti za naravoslovno tehnične
vlogi generalnega predsednika vodil IEEE konferenco RCIS 2018
predmete, vsaj tako so zatrjevale moje učiteljice, a izrazito me ni
v Nantesu. Kot recenzent ali urednik sem sodeloval pri številnih
vleklo nikamor. Še danes večkrat pomislim, da sem računalničar
revijah in konferencah.
po naključju.
Moje delo v domačih krogih je najbolj zaznamovalo sodelova-
V srednji šoli sem se o računalništvu veliko naučil, predho-
nje v Slovenskem društvu informatika. V letih 2005-2013 sem bil
dnega znanja o tem področju namreč nisem imel, a največ mi
aktivno vključen v organizacijo največje slovenske konference
je dala fakulteta. Za razliko od srednje šole, kjer sem bil tako
o informatiki (DSI), ki je takrat s 500 in več udeleženci potekala
imenovani “hardverist” (strojna opema), sem se na faksu raje
pod okriljem društva. V letih 2005-2007 sem vodil programski od-
odločil za programsko opremo. Programiranje me v resnici bolj
bor konference in od 2008 do 2020 sodeloval kot član upravnega
veselilo kot pa računalniško drobovje. V zadnjih letnikih sem
odbora društva.
veliko časa prebil na IJS (v resnici v podjetju, ki je delovalo v
Permission to make digital or hard copies of all or part of this work for personal 1.4 Ustanovitev Laboratorija za podatkovne
or classroom use is granted without fee provided that copies are not made or tehnologije distributed for profit or commercial advantage and that copies bear this notice and
the full citation on the first page. Copyrights for third-party components of this Leta 2009 sem na UL FRI ustanovil Laboratorij za podatkovne
work must be honored. For all other uses, contact the owner /author(s). tehnologije
. To je bil pomemben mejnik v moji karieri, ki je
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Optilab
sovpadal tudi z ustanovitvijo spin-off podjetja . S skupino
© 2024 Copyright held by the owner/author(s).
raziskovalcev (večinoma mladi raziskovalci in nekateri sodelavci
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia M. Bajec
Laboratorija za informatiko) smo se na pobudo in povpraševanja prevajanje za jezikovni par Slovenščina, Angleščina ter razvili
5
iz gospodarstva poglobljeno ukvarjali z analizo podatkov, pred- nevronski sintetizator za dva moška in en ženski glas . Visoka
vsem s področja avtomobilskega in zdravstvenega zavarovanja. natančnost modelov prepoznave in prevajalnikov je nakazovala,
Razvijali smo algoritme in na njih temelječe informacijske re- da so govorne tehnologije končno dozorele tudi za majhne jezike,
šitve, ki so bile v pomoč pri iskanju namernih ali nenamernih kot je Slovenščina. Tehnologijo smo zato promovirali in pred-
nepravilnosti v poslovanju. Področje je bilo raziskovalno in apli- stavili v različnih okoljih in s pilotskimi projekti pokazali, kaj
kativno zelo zahtevno in je dobro desetletje usmerjalo naše delo, zmore, glej npr. [4, 5]. Univerza v Ljubljani nam je v želji po večji
tako v laboratoriju kot tudi v podjetju, s katerim smo ohranili internacionalizaciji študija leta 2020 zaupala izjemno pomemno
tesne povezave. V tem obdobju sta nastali dve odlični doktorski nalogo, in sicer razvoj sistema za sprotno prevajanje slovenskih
nalogi [7, 3]. Leta 2011 nam je ARIS podelila priznanje za izjemne predavanj v tuje jezike [2, 6]. Nastala je rešitev (kasneje Tolmač
dosežke, povezana z omenjenim področjem [8]. preimenovana v ), ki združuje vse ključne govorne Online Notes
6
Število članov se je v laboratoriju vsa leta povečevalo in s tehnologije, prepoznavo slovenskega jezika, prevajanje iz sloven-
prihodom novih raziskovalcev so se širil tudi portfelj naših razi- ščine v tuje jezike ter za slepe in slabovidne tudi sintezo besedila.
skovalnih interesov. Med drugim smo se ukvarjali s konceptom Študenti, ki ne morejo slediti slovenskim predavanj, lahko prek
pametnih mest in v okviru tega z elektronskim in mobilnim spletne ali mobilne aplikacije spremljajo prevode v živo, kasneje
zdravstvom kot enim izmed pomembnih stebrov omenjenega pa lahko posnetke pregledujejo in si urejajo svoje zapiske ter
koncepta. V konzorciju s 25 podjetji in raziskovalnimi organizaci- delijo z drugimi študenti. Rešitev je bila pilotno preskušena na
jami smo razvijali različne rešitve, naloga našega laboratorija pa šestnajst članicah Univerze v Ljubljani in s šolskim letom 2024/25
je bila povezovanje vseh rešitev v skupno prehaja v produkcijsko delovanje. platformo pametnega
mesta [1]. Eden od rezultatov, ki je nastal v okviru omenjenega Zaradi velikega povpraševanja po tovrstnih rešitvah smo leta
sodelovanja, je platforma za spremljanje pacientov na 2018 z dovoljenjem upravnega odbora UL ustanovili spin-off Vi-
Vitabits 1
daljavo (telemedicina). Z dovoljenjem UL smo pravice intelek- , ki je danes vodilno podjetje na področju razvoja govornih tasis
7
tualne lastnine kasneje prodali zainteresiranemu podjetju, ki je tehnologij. Rešitve podjetja Vitasis se uporabljajo v zdravstvenih
rešitev plasiralo na trg. domovih, bolnišnicah, občinah, Državnem zboru, SDH, Telekomu
Veliko napora smo v takratnem obdobju vlagali tudi v preuče- Slovenije in v drugih ustanovah. Govorne in jezikovne tehnolo-
vanje (IoT) in aplicirali svoja dognanja v okviru gije ostajajo prednostno raziskovalno področje laboratorija tudi interneta stvari različnih aplikativnih nalog. Z željo, da zainteresirani jasnosti pri- v prihodnje, saj smo vpeti v tri večje nacionalne projekte:
kažemo širino področja in številne rešitve, ki so postale mogoče z •
Temeljne raziskave za razvoj govornih virov in tehnologij
razmahom senzorike in sposobnostjo komunikacije med skorajda 8 MEZZANINE
za slovenski jezik ( ), ARIS, 2022-2025,
slehernimi napravami, smo ustanovili . V nje- •
IoT Demo Center2
Prilagodljiva obdelava naravnega jezika s pomočjo velikih
govem okrilju smo izvedli številne zanimive zaključne naloge 9 PoVeJMo
jezikovnih modelov ( ), ARIS, 2023-2025 ter
in izvedli več projektov po naročilu iz gospodarstva in državne • LLM4DH Veliki jezikovni modeli za digitalno humanistiko ( ),
uprave. Med zanimivejše sodi platforma , 2019-20 -Common
ARIS, 2024-2026
Community Monitoring Platform, ki omogoča merjenje "utripa 10
Sodelujemo tudi v zanimivem projektu -Proteverb Pravni,
družbe"prek avtomatskega spremljanja digitalnih medijev [9].
etični in tehnološki vidiki obdelave besedilnih in govornih virov
Analiza podatkov ločuje med posameznimi družbenimi podsku-
pinami, kot so podatkov za znanstvene, raziskovalne in razvojne namene, MDP, , delovno aktivna populacija upokojenci , invalidi ,
študenti 2022-2024, katerega cilj je preučiti vse relevantne vidike in pripra-
ipd. in omogoča avtomatsko zaznavo tem, s katerimi
viti podlago, ki bo raziskovalni sferi omogočala lažji ter obenem
se posamezne družbene podskupine ukvarjajo ter njihov odnos
varen dostop do podatkov, ki so lahko ključni za raziskave in
do teh tem. Drugo pomembno platformo smo razvili v okviru
razvoj novih tehnoloških rešitev.
projekta Idejna zasnova in postavitev pilota ekosistema interneta
Če smo z domačim gospodarstvom ves čas tesno sodelovali, pa
stvari z algoritmičnimi orodji, naročnik MJU, (2023-24). IoT plat-
forma je bila naša vključenost v mednarodne projekte (predvsem imam
, ki je v okviru projekta nastala, predstavlja splošno rešitev
tu v mislih projekte iz EU programov FP6, FP7 in Horizon) v prvih
za zajem podatkov v okviru državne uprave, njihov nadzor in
desetih letih obstoja laboratorija precej manjša. Zavedajoč se, da
upravljanje. V okviru pilotskega projekta je bila v sodelovanju
so za pridobivanje in še posebej izvajanje EU projektov potrebna
z Direktoratom za stvarno premoženje na MJU njena uporab-
specifična znanja, smo se po 2019 kadrovsko okrepili prav z na-
nost demonstrirana na primeru zbiranja podatkov za potrebe
menom, da pridobimo kompetence tudi na tem področju. Danes
zagotavljanja energetske učinkovitosti stavb.
smo s sodelavci laboratorija vključeni v šest evropskih projektov,
Zadnji večji zasuk v raziskovalnem kurzu našega laborato-
11 12
EBSI-VECTOR (2023-25) , BUILDCHAIN (2023-25) , TRUST-
rija se je zgodil v letih 2019-2020, ko smo se začeli ukvarjati z
13 14 15
CHAIN (2023-25) , ACES (2023-25) , EXTREMEXP (2023-25)
analizo besedil in sčasoma s široko paleto raziskovalnih tem na 16
področju in predvsem (strojno govornih tehnologij
jezikovnih in ESSA (2020-24) .
prevajanje, računalniška prepoznava govora, računalniška sin-
5
teza govora). V okviru projekta (Razvoj Slovenščine v 6 RSDO
3 https://tts.true- bar.si/
https://www.youtube.com/watch?v=hWRONPdHh3o&ab_channel=CJVT
digitalnem okolju, MK, 2019-2022) smo razvili model za prepo- 7 https://vitasis.si/home
8
znavo slovenskega govora, ki je v primerjavi s prejšnjim, edinim https://mezzanine.um.si/
9
https://povejmo.si/
javno dostopnim modelom, dosegel bistveno višjo natančnost
10
https://www.inst- krim.si/project/proteverb/
4
prepoznave . Pomembno smo izboljšali tudi model za strojno 11
https://www.ebsi- vector.eu/en/
12
https://buildchain- project.eu/
1 13
https://vitabits.eu/ https://trustchain.ngi.eu/
2 14
http://iot.data- lab.si/ https://www.aces- edge.eu/
3 15
https://rsdo.slovenscina.eu/ https://extremexp.eu/
4 16
https://slobench.cjvt.si/ https://softwareskills.eu/
Dosežki kandidata Marka Bajca Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
2 Pedagoško delo Nenazadnje, ponosen sem na svoj laboratorij, Laboratorij za
S pedagoškim delom sem se začel ukvarjati že pred zaposlitvijo na podatkovne tehnologije, ki kljub velikim izzivom s pridobi-
vanjem kakovostnega kadra ves čas raste in danes šteje 32 razi-
UL FRI, saj sem predaval na računalniških tečajih. Predavanja so
skovalcev, kar ga tako po številu članov kot finančnih prihodkih
mi bila vedno v veselje, če sem se le čutil suveren na področju, ki
uvršča na prvo oziroma drugo mesto na fakulteti.
sem ga predaval. Posledično sem v pripravo na predavanja vedno
veliko vlagal. V prvih letih dela na fakulteti sem izvajal števila
izobraževanja za gospodarstvo, s povečevanjem pedagoške obre- 5 Zaključek
menitve na lastni fakulteti pa sem to sčasoma opustil. Danes sem Kot sem zapisal na začetku, sem postal računalničar bolj kot ne
nosilec treh predmetov, in po naključju. A to naključje štejem kot srečno, saj danes zagotovo Razvoj informacijskih sistemov Osnove
podatkovn ih baz na dodiplomskem univerzitetnem študeuiju ter vem, da me računalništvo oziroma konkretneje reševanje izzivov
Iskanje in ekstrakcija podatkov s spleta na podplomskem študiju. z računalnikom zares veseli. To nedvomno prispeva tudi k dru-
Kot mentor sem sodeloval pri nekaj sto diplomskih in magi- gim vidikom mojega profesionalnega udejstvovanja. V prispevku
strskih nalogah ter kot mentor usmerjal 10 doktorskih študentov. sem izpostavil nekaj svojih dosežkov, ki mi ta trenutek največ
Slednje mi je bilo vedno v veliko veselje, čeprav je mentoriranje pomenijo. Črto pod svoje življenjsko delo pa bom lahko potegnil
doktorskega študenta vse prej kot enostavna naloga. Danes lahko šele čez dobrih 13 let. V tem času me zagotovo čaka še veliko
z zadovoljstvom spremljam njihov razvoj in uspešne kariere: dva izzivov.
sta na pomembnih položajih v gospodarstvu, eden je lansko leto
postal redni profesor, še dva pa sta zelo blizu te habilitacijske Reference
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recognition and machine translation system for slovene university lectures.
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timeter : interdisciplinarni pristop k izdelavi medijskega portala. Uporabna
študentov leta 2014. Nagrade sem bil izjemno vesel, saj mi je
informatika, 28, 3.
dala potrditev, da me doktorski študenti spoštujejo in cenijo
moja usmerjanja, v kar sem sam pogosto dvomil. Pod mojim
mentorstvom je do danes doktoriralo osem študentov, še dva pa
sta na tej poti.
Ponosen sem tudi na priznanja, ki sem jih prejel za svoj dopri-
nos na področju iz akademskega okolja v go-prenosa znanja
spodarstvo. Leta 2010 mi je takšno priznanje podelilo Slovensko
društvo informatika, leta 2013 pa programski svet mednarodne
konference Informacijska družba.
Pomembno mesto med nagradami ima tudi za Zlata plaketa
izjemne dosežke na pedagoškem in znanstvenem področju, ki mi
jo je Univerza v Ljubljani podelila leta 2014.
Med ključne dosežke s ponosom štejem tudi dve pod-spin-off
jetji, ki sem ju v svoji karieri pomagal ustanoviti in sta nastali
na temelju odličnih raziskovalnih rezultatov moje raziskovalne
skupine. Čeprav se z veseljem ukvarjam s temeljnimi raziska-
vami, mi je še v večje veselje, ko iz raziskav nekaj konkretnega
nastane in pripomore k reševanju praktičnih problemov. Pri obeh
podjetjih sem bil vključen v njun začetni razvoj in pomagal pri
njunem strateškem usmerjanju ter pozicioniranju na trgu.
Kratek življenjepis
Borut Robič
Fakulteta za računalništvo in informatiko
Univerza v Ljubljani
Slovenia
Povzetek učitelji Boštjan Vilfan (algoritmi, izračunljivost, računska zah-
Prispevek osvetli preteklo življenjsko pot Boruta Robiča skozi tevnost, algebra), Zvonimir Bohte (numerična analiza, končna
razna področja matematike, računalništva in glasbe. aritmetika) in Anton Suhadolc (funkcionalna analiza). Leta 1987
je z odliko magistriral pod mentorstvom Boštjana Vilfana z delom
Abstract Minimizacija števila procesorjev v podatkovno pretokovni arhitek-
turi. To je problem kombinatorične optimizacije v vzporednem
The article sheds light on Borut Robič’s past journey through
računanju, kjer želimo s primernim zadrževanjem pripravljenih
various areas of mathematics, computer science, and music.
ukazov minimizirati število uporabljenih procesorjev, ne da bi se
Ključne besede čas izvajanja vzporednega programa podaljšal preko teoretično
najmanjšega možnega.
optimization, algorithm, parallel computing, parallel algorithm Z doktorskim študijem je Borut nadaljeval 1988 po služenju
mapping, computational complexity, computability vojaškega roka. Leta 1993 je doktoriral s področja računalniških
Keywords znanosti na UL FER pod mentorstvom Boštjana Vilfana z diserta-
cijo Optimizacija preslikav vzporednih algoritmov na regularna
optimizacija, algoritem, vzporedno računanje, preslikavanje vz- procesorska polja. Gre za NP-težek optimizacijski problem v vzpo-
porednih algoritmov, računska zahtevnost, izračunljivost rednem računanju, kjer želimo poljuben vzporedni program –
1 Osnovno zave pa podatkovne odvisnosti med ukazi – preslikati na množico predstavljen z usmerjenim grafom, katerega točke so ukazi, pove-
Borut Robič se je rodil 12. julija 1960 v Postojni. Osnovno šolo je heksagonalno, kot v satovju povezanih procesnih elementov, da
do 1972 obiskoval v Idriji in v prostem času v vlogi Vinetouja ali bodo komunikacijske poti med preslikanimi ukazi minimalne. Ker
Old Shatterhanda vzdrževal red in pravičnost na tamkajšnjih uli- je procesnih elementov končno mnogo, lahko s takim preslikava-
cah. Šolanje je nadaljeval na OŠ Franceta Bevka v Ljubljani. Tam njem na procesorsko polje naložimo večje vzporedne programe
mu je natančna in zahtevna učiteljica Bogomila Hude privzgojila ali pa sočasno več vzporednih programov.
ljubezen do matematike, za kar ji je neskončno hvaležen. Kot dobitnik podoktorske štipendije Partridge Visiting Fello-
Po vpisu na gimnazijo Bežigrad v Ljubljani, v razred z inten- wship, ki mu jo je podelila Univerza v Cambridgu, je 1996 gostoval
zivnim programom matematike, je njegovo zanimanje za to lepo na Fitzwilliam Collegeu in University of Cambridge Computer
vedo še naraščalo, zdaj pod vplivom profesorice Sonje Plevnik. Laboratory. Tu je obravnaval problem usmerjanja podatkov v
Leta 1978 je z odliko maturiral. 2-krožnih omrežjih tj. neusmerjenih grafih 𝐺(𝑛; 𝑎; 𝑏) s točkami
Pravijo, da se matematika in glasba dopolnjujeta; res, tudi Bo- {0, 1, . . . , 𝑛−1} in povezavami {𝑖, 𝑖+𝑎(mod 𝑛)} in {𝑖, 𝑖+𝑏 (mod 𝑛)}.
rut je sočasno obiskoval in končal nižjo in srednjo glasbeno šolo
Franca Šturma v Ljubljani. 3 Raziskovalna in strokovna dejavnost
Leta 1984 se je zaposlil na Institutu Jožef Stefan v Ljubljani, na
2 Študij in izpopolnjevanja Odseku za računalništvo in informatiko, leta 1994 na Odseku
Po kolebanju ali naj na UL FMF študira matematiko ali fiziko je za računalniške sisteme, od 1997 pa je zaposlen na Fakulteti za
računalništvo in informatiko, UL.
po nasvetu staršev izbral študij elektrotehnike na UL FE. Pravijo
tudi, da stara ljubezen ne zarjavi; in res, že v prvem semestru se Raziskovalno je deloval na področjih optimizacije podatkovno
je odločil, da bo med kasnejšimi študijskimi usmeritvami izbral pretokovnega računanja; vzporednega računanja; razvoja in ana-
Računalništvo in informatiko, kjer je bilo videti največ zanimivih, lize algoritmov za probleme kombinatorične optimizacije; teorije
matematično obarvanih predmetov. računske zahtevnosti in teorije izračunljivosti.
Do diplome so nanj strokovno in osebnostno močno vplivali Bil je vodja raziskovalnega programa in vodja ali sodelavec
mnogi visokošolski učitelji, posebej Gabrijel Tomšič (matema- domačih in mednarodnih raziskovalnih projektov, slednjih pred-
tika), Boštjan Vilfan (algoritmi in podatkovne strukture), Ivan vsem z Univerzo v Grenoblu ter njenima institutoma TIMA in
Bratko (algoritmi in podatkovne strukture), Dušan Kodek (raču- LMC-IMAG. Tu je nanj močno vplival Denis Trystram, vodja in-
nalniške arhitekture). Pod mentorstvom Tomaža Pisanskega je stitutov. Skupne raziskave so se nanašale na preslikavanje vzpo-
1984 z odliko diplomiral in za to prejel dekanovo priznanje. rednih algoritmov na večprocesorske sisteme raznih topologij. štva in informatike na isti fakulteti. Zdaj so nanj močno vplivali Tega leta se je Borut vpisal na magistrski študij Računalni- Na področju teorije izračunljivosti je s konstrukcijo bijektivne ∗ preslikave med univerzumoma Σ in N potrdil, da lahko obrav-
navo odločljivosti, polodločljivosti ali neodločljivosti formalnih
Permission to make digital or hard copies of all or part of this work for personal jezikov nadomestimo z obravnavo odločljivosti, polodločljivosti
or classroom use is granted without fee provided that copies are not made or ali neodločljivosti množic naravnih števil, in obratno. Ugotovitve,
distributed for profit or commercial advantage and that copies bear this notice and
the full citation on the first page. Copyrights for third-party components of this ki veljajo v enem, veljajo tudi v alternativnem univerzumu.
work must be honored. For all other uses, contact the owner/author(s). Raziskovalno delo je dokumentiral kot avtor ali soavtor znan-
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia stvenih monografij v tujini (4) in doma (2), izvirnih znanstvenih
© 2024 Copyright held by the owner/author(s).
člankov (45) in prispevkov na znanstvenih konferencah (61).
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia B.Robič
Navedimo le znanstvene monografije [1, 2, 3, 4] v tujini: Literatura
• [1] Jurij Šilc, Borut Robič, Theo Ungerer. Processor Architecture. From Dataflow to J. Šilc, B. Robič, T. Ungerer, Processor Architecture
(Springer, 1999, 411 str.); Superscalar and Beyond. Springer, 1999
[2] Borut Robič. The Foundations of Computability Theory. Springer, 2015
• [3] Roman Trobec, Boštjan Slivnik, Patricio Bulić, Borut Robič. Introduction to B.Robič, The Foundations of Computability Theory Parallel Computing: From Algorithms to Programming on State-of-the-Art Plat- (Springer, 2015, 351 str.); forms. Springer, 1999
• [4] Borut Robič. The Foundations of Computability Theory (2nd Ed.) Springer, 2020 R.Trobec, B.Slivnik, P.Bulić, B.Robič, Introduction to Paral-
[5] Robič, Borut Aproksimacijski algoritmi (Založba FRI, 2002, 2009)
lel Computing [6] Roman Trobec, Marjan Šterk, Borut Robič. Computational complexity and
(Springer, 2018, 418 str.); parallelization of the meshless local Petrov-Galerkin methods. Computers and
Structures. 2009, vol. 87, no. 1/2, str. 81-90.
• B.Robič, The Foundations of Computability Theory, 2nd ed. [7] Anthony Sulistio, Uroš Čibej, Srikumar Venugopal, Borut Robič, Rajkumar
(Springer, 2020, 443 str.) Buyya. A toolkit for modelling and simulating data Grids : an extension to
GridSim. Concurrency and computation : practice and experience., 2008, vol. 20,
Zadnja monografija je učbenik na Univerzi v Sieni in tudi na no. 13, str. 1591-1609
Tehnični univerzi v Münchenu. Pri njeni pripravi je z Borutom [8] Uroš Čibej, Boštjan Slivnik , Borut Robič. The complexity of static data repli-
sodeloval Benjamin Wells z Univerze v San Franciscu, zadnji cation in data grids. Parallel Computing. 2005, vol. 31, no. 8/9, str. 900-912
[9] Peter Korošec, Jurij Šilc, Borut Robič. Solving the mesh-partitioning problem
doktorand Afreda Tarskega. with an ant-colony algorithm. Parallel Computing. 2004, vol. 30, str. 785-801.
Kot recenzent je Borut sodeloval pri vrsti tujih znanstvenih [10] Theo Ungerer, Borut Robič, Jurij Šilc. A survey of processors with explicit
revij in uredniških odborov znanstvenih konferenc. multithreading. ACM computing surveys. 2003, vol. 35, str. 29-63.
[11] Theo Ungerer, Borut Robič, Jurij Šilc. Multithreaded processors. The Computer
journal. 2002, vol. 45, str. 320-348.
4 Pedagoška in mentorska dejavnost [12] Borut Robič, Janez Žerovnik. Minimum 2-terminal routing in 2-jump circulant graphs. Computers and artificial intelligence. 2000, vol. 19, no. 1, str. 37-46
Prve pedagoške izkušnje je dobil na Srednji šoli za računalništvo [13] Borut Robič, Peter Korošec, Jurij Šilc. Ant colonies and the mesh-partitioning
v Ljubljani (Vič), kjer je ob zaposlitvi na IJS poučeval računalni- problem. V: S.Olariu (ur.), A.Y.Zomaya(ur.). Handbook of bioinspired algorithms
štvo v š.l. 1984/85. Leta 1985 je sodeloval pri izvajanju programa [14] Mitja Bezenšek, Borut Robič. A survey of parallel and distributed algorithms and applications. Chapman Hall, 2006. str. 285-303
računalniškega opismenjevanja v Gorenju iz Velenja. V tečaj je for the Steiner tree problem. International journal of parallel programming, vol.
bilo zajetih okoli dva tisoč delavcev. 42, no. 2, str. 287-319, 2014
[15] Jurij Mihelič, Borut Robič. Flexible-attribute problems. Computational optimi-
Leta 2004 je bil na Univerzi v Ljubljani izvoljen v naziv redega zation and applications. vol. 47, no. 3, str. 553-566, 2010
profesorja za področje računalištva in informatike. Odtlej je na [16] Jurij Mihelič, Amine Mahjoub, Christophe Rapine, Borut Robič. Two-stage
UL FRI predaval predmete na dodiplomskem, magistrskem in flexible-choice problems under uncertainty. European journal of operational
research. vol. 201, no. 2, str. 399-403, 2010
doktorskem študiju. Bil je mentor diplomantom (80), magistrom [17] Tomaž Dobravec, Borut Robič. Restricted shortest paths in 2-circulant graphs.
(19) in doktorjem (6) računalništva in informatike. Computer communications. vol. 32, no. 4, str. 685-690, 2009
[18] Jurij Šilc, Theo Ungerer, Borut Robič. Dynamic branch prediction and control
speculation. International journal of high performance systems architecture. vol.
5 Organizacijska dejavnost 1, no. 1, str. 2-13, 2007
Danes je Borut Robič na UL FRI vodja Laboratorija za algoritmiko, algorithm for circulant networks. [19] Tomaž Dobravec, Janez Žerovnik, Borut Robič. An optimal message routing Journal of Systems Architecture : the EURO-
predstojnik Katedre za teoretično računalništvo in zadnjih dvajset MICRO journal. vol. 52, no. 5, str. 298-306, 2006
let tudi predsednik Akademskega zbora fakultete.
Marjan Krisper karierna pot in dosežki
Marjan Krisper Career Path and Achivements
Marjan Krisper
Univerza v Ljubljani
Fakulteta za računalništvo in
informatiko
Ljubljana, Slovenia
marjan.krisper@fri.uni-lj.si
Povzetek Leta 1978 sem bil imenovan za svetovalca predsednika
Republiškega komiteja za družbeno planiranje in informacijski
Prispevek govori o karierni poti in dosežkih na področju
računalništva in informatike. Predstavljene so njegovo sistem, kjer sem delal na razvoju organizacijske in tehnološke
pedagoško delo in razvojno-raziskovalna dejavnost doma in na baze Družbenega sistema informiranja (DSI), programu
tujem. modernizacije državne uprave z informacijsko tehnologijo,
Ključne besede pripravi kriterijev za izbiro računalniške opreme ipd. Bil sem načrtovanju razvoja javnega omrežja za prenos podatkov, na
Marjan Krisper, računalništvo, informatika, pedagoška in predsednik oz. član strokovnih komisij v republiški upravi za
razvojno-raziskovalna dejavnost izbiro in uvajanje računalniške opreme oz. za modernizacijo
državne uprave.
Abstract
The paper is about Marjan Krispers life path in the field of Ob ustanovitvi Centra za družbeni sistem informiranja in
computing and informatics. His educational and developmental- informatiko v okviru republiške uprave sem bil imenovan za
research activities at home and abroad re intertwined. pomočnika direktorja, kjer sem nadaljeval delo na navedenih
področjih. V letu 1981 sem bil habilitiran za višjega predavatelja
Keywords in predaval na ,VEKŠ Univerze v Mariboru na dodiplomskem in
Marjan Krisper, computer science, informatics, educational and podiplomskem študiju predmete iz področja poslovne
developmental- research acti informatike.
V Komisiji za smernice študija računalništva in informatike sem
1 Karierna pot in dosežki bil kot predstavnik vlade, ki jo je vodil prof. dr. Jernej Virant.
Na Fakulteti za strojništvo v Ljubljani sem diplomiral leta 1971 Izdelali smo smernice za 4-letni program s tremi profili: logika
in se leta 1972 zaposlil kot raziskovalni asistent. Za asistenta pri in sistemi (kasneje računalniški sistemi), programska oprema in
predmetih Tehnična kibernetika in Konstruiranje krmilnih informatika. Tako je na Fakulteti za elektrotehniko [FE] nastal
sistemov sem bil izvoljen leta 1976. program s temi smermi, ki so veljale vse do bolonjske reforme.
Sam sem bil zadolžen za oblikovanje programa informatike.
Magistriral sem v letu 1977. V času zaposlitve na Fakulteti za
strojništvo sem delal na razvoju programske opreme za Leta 1982 sem bil prvič habilitiran za docenta na Fakulteti za
krmiljenje procesov, na razvoju informacijskih sistemov za elektrotehniko v Ljubljani za predmete iz področja informatike
upravljanje proizvodnje in na drugih aplikacijah poslovne oz. informacijskih sistemov: Sistemska informacijska analiza,
informatike. Programiral sem v Fortranu na IBM 1130, Razvoj informacijskih sistemov, Osnove informatike, Osnove
Asemblerju na procesnem računalniku IBM S7, in DEC informacijskih sistemov, Družbeni sistem informiranja.
računalnikih PDP8 in PDP11. Sodeloval sem pri uvajanju NC Doktoriral sem na Centru za multidisciplinarne študije Univerze
tehnologije v okviru povezav Fakultete za strojništvo z v Beogradu na temo: Ekspertni sistem za merjenje, spremljanje
industrijo. in napovedovanje družbenega razvoja.
Leta 2007 sem bil prvič izvoljen v naziv izredni profesor. V
Permission to make digital or hard copies of part or all of this work for personal or okviru starega programa dodiplomskega študija sem predaval
classroom use is granted without fee provided that copies are not made or distributed predmete: Informacijski sistemi, Razvoj informacijskih
for profit or commercial advantage and that copies bear this notice and the full
citation on the first page. Copyrights for third-party components of this work must sistemov, Planiranje in vodenje informacijskih sistemov in
be honored. For all other uses, contact the owner/author(s). Informacijska družba. V okviru podiplomskega študija sem
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia predaval predmete: Informacijski sistemi, Teorija informacijskih
© 2024 Copyright held by the owner/author(s).
sistemov in Planiranje in obvladovanje informatike v poslovnih
sistemih.
Na Ekonomski fakulteti , sem v okviru podiplomskega študija, ter Slovenskega društva informatika, Društva za umetno
predaval predmet Proizvodni informacijski sistemi. Po inteligenco, IEEE in PMI (Project management institute).
upokojitvi sem v letih 2021 in 2022 predaval na Univerzi na
Primorskem, FAMNIT, predmet Management informacijskih
tehnologij. 2 Priznanja
Zaradi pomembnega prispevka k uvajanju sodobnih konceptov
Od ustanovitve Fakultete za računalništvo in informatiko leta gradnje informacijskih sistemov v prakso sem leta 2000 od
1996 , do leta 2014 sem bil predstojnik katedre za informatiko. Slovenskega društva INFORMATIKA dobil posebno priznanje.
Moja raziskovalna področja so Informacijski sistemi, Razvoj V letu 2017 sem dobil prestižno priznanje Michie - Turing za
informacijskih sistemov, Strateško planiranje informatike, življenjsko delo pri razvoju informacijske družbe. Prenova poslovnih procesov in informacijskih sistemov ter
Poslovno informacijska arhitektura. Od ustanovitve do
upokojitve sem bil predstojnik laboratorija za informatiko. Literatura
Sodeloval sem z gospodarskimi in drugimi organizacijami in Marjan. Using business process models to better 1. TRKMAN, Marina, MENDLING, Jan, KRISPER,
vladnimi inštitucijami na projektih razvoja informacijskih
sistemov, strateškega planiranja, prav tako pa tudi na raziskavah understand the dependencies among user
dolgoročnega razvoja tehnologije oz. strategije tehnološkega stories. Information and software technology.
razvoja. [Print ed.]. Mar. 2016, vol. 71, str. 58-76, ilustr.
ISSN 0950-58498. 2023:
Vodil sem številne informacijske projekte, tako za javno upravo 2. VRHOVEC, Simon, TRKMAN, Marina, KUMER,
ter državne organe kot tudi za večja slovenska podjetja. Že v Aleš, KRISPER, Marjan, VAVPOTIČ, Damjan.
osemdesetih letih (dediščina mojega dela v državni upravi) smo Outsourcing as an economic development tool in
delali za javni sektor (izbira sistema za upravljanje z bazami transition economies : scattered global software
podatkov za državno upravo), v 90 letih pa izdelali številne development. Information technology for
strateške dokumente, predvsem za večja slovenska podjetja development. 2015, vol. 21, no. 3, str. 445-459,
(Petrol, PTT, Slovenske železnice, Mobitel, Telekom, Klinični ilustr. ISSN 0268-1102.
center, prenova in vzpostavitev Centralnega registra 3. VRHOVEC, Simon, HOVELJA, Tomaž, prebivalstva) VAVPOTIČ, Damjan, KRISPER, Marjan.
Bil sem vodilni avtor metodologije EMRIS (Enotna Diagnosing organizational risks in software
metodologija razvoja informacijskih sistemov), ki je bila dolga projects : Stakeholder resistance. International
leta temeljna metodološka usmeritev vseh informacijskih journal of project management. [Print ed.]. Aug.
projektov v javni upravi. Prav tako sem sodeloval v strokovnih 2015, vol. 33, iss. 6, str. 1262-1273, graf. prikazi,
telesih v državni upravi na področjih informatike, tehnološkega tabele. ISSN 0263-7863 razvoja in družbenega razvoja, med drugem sem bil član 4. ŠAŠA BASTINOS, Ana, KRISPER, Marjan.
programskega sveta za projekte e – uprave (2000- 2004) Vodil Multi-criteria decision making in
sem delovno skupino za izdelavo Strategije razvoja e-uprave RS ontologies. Information sciences. [Print ed.]. Feb.
za obdobje 2000-2004. 2013, vol. 222, str. 593-610, ilustr. ISSN 0020-
0255
Na področju mednarodnega sodelovanja sem z Laboratorijem za 5. TRKMAN, Marina, MENDLING, Jan, KRISPER,
informatiko vzpostavil številne stike, predvsem z Merick School Marjan. Using business process models to better
of Business Univerze v Baltimoru, z Univerzo Aix - Marseille, understand the dependencies among user
Univerzo v Celovcu, kjer sem imel tudi vabljena predavanja. Bil stories. Information and software technology.
sem tudi predstavnik Slovenije v upravnem odboru COST A3 [Print ed.]. Mar. 2016, vol. 71, str. 58-76, ilustr.
projekta Management and New Technology. Leta 1986 sem bil ISSN 0950-5849.
na krajši špecializaciji na London School of Economics and 6. VRHOVEC, Simon, TRKMAN, Marina, Political Science. KUMER, Aleš, KRISPER, Marjan, VAVPOTIČ,
Damjan. Outsourcing as an economic development
V letu 2005 sem postal predstavnik Slovenije v IFIP TC8 tool in transition economies : scattered global
(Informacijski sistemi). Leta 2005 sem bil izvoljen za software development. Information technology for
predsednika AIS (Association of Information Systems) oddelka development. 2015, vol. 21, no. 3, str. 445-459,
za Slovenijo z začetkom mandata v letu 2006. ilustr. ISSN 0268-1102.
7. VRHOVEC, Simon, HOVELJA, Tomaž,
V letih 2004, 2006, 2009 in 2010 sem uspešno kandidiral na VAVPOTIČ, Damjan, KRISPER, Marjan.
razpisu ARRS za mentorja mladim raziskovalcem in s tem postal Diagnosing organizational risks in software
mentor štirim mladim raziskovalcem. projects : Stakeholder resistance. International
Bil sem član več znanstvenih in strokovnih združenj, med drugim journal of project management. [Print ed.]. Aug.
ustanovitveni član AIS (Association of Information Systems) 2015, vol. 33, iss. 6, str. 1262-1273, graf. prikazi,
svetovne zveze univerzitetnih učiteljev informacijskih sistemov, tabele. ISSN 0263-7863.
8. ŠAŠA BASTINOS, Ana, KRISPER, Marjan.
Multi-criteria decision making in
ontologies. Information sciences. [Print ed.]. Feb.
2013, vol. 222, str. 593-610, ilustr. ISSN 0020-
0255.]
9. BAJEC, Marko, VAVPOTIČ, Damjan, KRISPER,
Marjan. Practice-driven approach for creating
project-specific software development
methods. Information and software technology.
[Print ed.]. 2007, vol. 49, no. 4, str. [345]-365,
ilustr. ISSN 0950-5849.
10. BAJEC, Marko, KRISPER, Marjan. A
methodology and tool support for managing
business rules in organisations. Information
systems. [Print ed.]. 2005, vol. 30, str. [423]-443,
ilustr. ISSN 0306-4379.
Dosežki kandidata Devida Palčiča
Achievemens of the candidate Devid Palčič
Matjaž Gams†
Inštitut »Jožef Stefan«
Ljubljana, Slovenija
matjaz.gams@ijs.si
POVZETEK KEYWORDS
Devid Palčič verjetno ni najbolj tipičen predstavnik Automation, IOT, multi-objective optimization, AI.
skupnosti računalništva in informatike, saj se v
svojem profesionalnem življenju ukvarja predvsem 1 ZAČETKI
z avtomatizacijo, kar pomeni da računalnike Devid Palčič se je z računalništvom »okužil« na
uporablja za to, da vplivajo na fizičen svet. informativnem dnevu za vpis v srednjo šolo, ko se je
Avtomatizacijo navadno povezujemo z industrijo kot prva generacija »Usmerjenega Izobraževanja«
(»industrijska avtomatizacija) in tudi Devid je vpisoval na Srednjo Pedagoško in Naravoslovno
avtomatizacijo najprej apliciral v stroje in procese, i šolo Koper ii-SPNMŠ. To je bil TRS-80, ki ga je
vendar je kmalu ugotovil, da lahko iste principe dijakom dal na voljo kar profesor Aljoša Žerjal.
uporabi drugje, pravzaprav kjerkoli. Programski jezik Basic in kasneje tudi Assembler,
Tako so računalniki zasedli stavbe, energetiko, oziroma kar strojni jezik za procesor Zilog Z-80 so
mesta, infrastrukturo in še marsikaj. Pri tem jim je bili tako zanimivi, da se je manjša skupina dijakov
Devid Palčič izdatno pomagal. borila za čas preživet za tipkovnico. Obdobje srednje
šole je bilo polno novih znanj ter prvih dosežkov, kot
KLJUČNE BESEDE so uspeh v tekmovanju v izdelavi računalniških
igric.
Avtomatizacija, IOT, več ciljna optimizacija,
umetna inteligenca. Je pa čas srednje šole pokazal, da se da z računalniki
tudi zaslužiti. Skupina dijakov SPNMŠ je
ABSTRACT sodelovala pri takrat eksotičnih storitvah.
Devid Palčič is probably not the most typical Obdelovali so podatke šolskih tekmovanj,
representative of the computing and information izobraževali dijake in starejše ter se spogledovali s
technology community, as in his professional life he podporo računovodstvu, ki je tedaj bilo preprosto:
primarily deals with automation, which means he peš.
uses computers to influence the physical world. Delo ni ostalo neopaženo. Ko je bila v Jugoslaviji
Automation is usually associated with industry fizikalna olimpijada, je IBM posodil svoj najnovejši
("industrial automation"), and Devid initially 1. Celotna obdelava dosežek: IBM PC Junior
applied automation to machines and processes. podatkov je bila izvedena na teh računalnikih in to
However, he soon realized that the same principles tako dobro, da se je IBM odločil računalnike
could be used elsewhere, in fact, anywhere. podariti: to so bili prvi računalniki tega tipa v
Thus, computers have taken over buildings, energy, Vzhodni Evropi.
cities, infrastructure, and much more. In this, Devid V približno tistem času, je Devid Palčič izdelal svoj
Palčič has significantly contributed. prvi računalnik. To je bil računalnik Galaksijaiii
narejen po načrtih objavljenih v reviji, kar je dalo
1 IBM PCjr - Wikipedia
dovolj izkušenj in znanja za načrtovanje drugega avtomatizacija, posamični stroji so se združevali v
računalnika, ki pa je že bil nov, unikaten izdelek, ki linije, računalniki pa so prevzemali vse večjo vlogo.
je znal krmiliti stroj za sestavljanje kabelskih
čevljev. S tem je Devid avtomatiziral stroj svojega Devid je v tem obdobju dejansko usmeril podjetje v
očeta in mu povečal produktivnost. sistemsko integracijo, pri tem pa je uporabljal
izdelke svetovnih proizvajalcev PLC in druge
Odločitev za študij elektrotehnike, točneje opreme, še najbolj Hitachi.
logična. Hitachi je bil odličen, vendar ni ponujal vseh avtomatike in še natančneje robotike, je tako bila
potrebnih modulov, Tako, da so v Robotini razvili
Študij je bil čisti užitek, diploma pri prof. Bajduiv pa prvi izdelek – najprej seveda zase. Modul RT-60, ki
tudi. Diploma je bila praktična in v njenem okviru je je omogočal neposreden priklop Pt-100
bil robot Yaskawa prvič predelan tako, da je bilo temperaturnih senzorjev na PLC Hitachi, so takoj
krmiljenje izvedeno po poziciji in sili, kar je bilo sprejeli drugi uporabniki tega PLC-ja v Evropi in
uporabljeno za ščetkanje okvirja mopeda Tomos drugje po svetu. Uporabljene so bile rešitve, za
Avtomatic. katere se je izkazalo, da jih drugi ne, kar je
rezultiralo v večji točnosti in ponovljivosti, tako da
2 RAZVOJNO DELO ga je na koncu začel kupovati tudi Hitachi.
Devid Palčič se je zaposlil v podjetju Tomos Koper, Že prvi izdelek je bil razvit na osnovi usmeritve, ki
kjer so prevladovali strojniški poklici, inženirji jo je uvedel Devid: »če uporabiš računalnik, izkoristi
elektrotehnike so bili redki. Takšen je bil tudi pristop njegove prednosti, namesto, da poskušaš računalnik
k avtomatizaciji: veliko strojniških rešitev, nekaj uporabiti na tak način, kot bi delal avtomatiko brez
relejne logike, zelo malo ali nič računalnikov. računalnika«.
Devid je uvedel Programabilne krmilnike (PLC), Sledilo je še več podobnih izdelkov najintenzivneje
uporabniške vmesnike in povezavo na osebne pa je bilo sodelovanje takrat, ko je Robotina za
računalnike, ki seveda niso uporabljali SCADA in Hitachi predelala frekvenčne pretvornike v IP-54
podobnih sistemov, tako da je bila programska zaščito, ob tem pa razvila še več vmesnikov in
oprema napisana v programskih jezikih, kot so C in drugih rešitev. Delphi.
Poslovanje podjetja je raslo, osvajali so nove trge,
V slabih dveh letih je ekipa enajstih ljudi, ki jih je hkrati pa so ugotovili, da izdelek, kot ga želijo ne
vodil Devid Palčič, hkrati pa je bil edini inženir obstaja.
elektrotehnike, zasnovala in izdelala osem zahtevnih
strojev in proizvodnih linij. Najzahtevnejša je bila Padla je odločitev: »gremo razvit svoj PLC«.
linija za kemično obdelavo motornih valjev, kjer so
4 CYBRO
bili integrirani PLC, servo-motorji in osebni
računalnik za upravljanje, poročanje in Zahteve za nov PLC, ki se je kasneje izkazal za novo
parametrizacijo. krmilno platformo, je Devid zapisal zelo enostavno:
Rešitev so opazili v podjetju Hitachi in predlagali majhen distribuiran krmilnik, ki bo imel pametne
sodelovanje, vendar je takrat Tomos že bil v velikih module (vsak s svojim procesorjem), te moduli bodo
se je ekipa sporazumno razšla, Devid pa je ustanovil sme zmanjšati hitrosti, moduli so lahko v razdelilni omari ali kjerkoli. K temu je dodal še zahtevo, da je težavah, tako da ni imel interesa z nove izzive, zato lahko blizu ali pa narazen, dodajanje modulov ne
integracijo na področju industrijske avtomatizacije. možno izdelati sistem za avtomatsko generiranje podjetje Robotinav d.o.o. in ga usmeril v sistemsko
aplikativne programske kode in da je rešitev
3 PODJETNIŠKI ZAČETKI primerna za industrijo ter stavbe.
Pisalo se je leto 1990 in slovenska industrija je Naloga je bila izjemno zahtevna. Celotna ekipa je
potrebovala rešitve, do katerih ni imela dostopa. vložila vse svoje znanje in prišla do prvega
Avtomatizacija je bila nujna, vendar ni bila prototipa, ki pa ni izpolnil zahtev, tako da je bilo za
dosegljiva, tako da bilo obdobje zaznamovano z uporaben izdelek potrebno še korenito spremeniti
nadgradnjami, dopolnitvami in izboljšavami. Na posamične rešitve.
obstoječe in nove naprave se je dograjevala
Prva res uporabna generacija izdelkov je bila odborov. Je dolgoletni član upravnega odbora
CYBRO-2. Na tržišču je bila uspešna več kot 18 let, združenja za Inženiring GZS, bil pa je tudi član
leta 2019 pa jo je nadomestila nova, sodobna »Smart City Council«. Prejel je več nagrad, med
platforma Cybro-3. drugim Nagrado GZS za izjemne gospodarske
dosežke.
5 NAPREDNE REŠITVE
Ker verjame, da je potrebno znanje širiti in da nas
Avtomatizacija je reševala probleme v industriji, lahko samo znanje ter inovativnost usmerita v
hkrati pa se je Robotina vse bolj usmerjala tudi na prihodnost, Devid že od začetka predava priložnosti
druga področja, kot so stavbe, mesta in energetika. in izzive pametnih omrežij na Akademiji Gradbenih
Intenziven razvoj je pripeljal do velikih razvojno vii Investicij (AGI). Tam poudarja pomen digitalne
raziskovalnih projektov, ko je sodelovala z inštituti, pretvorbe in IoT za vsa področja investicij in
univerzami in drugimi partnerji. Pri tem je prišlo do življenja.
sodelovanja z Institutom »Jožef Stefan«vi, s
oddelkom, ki ga je vodil prof. Matjaž Gams in Na koncu, tehnologije ki prihajajo, oziroma so že tu,
skupaj je bila razvita rešitev za več ciljno so tako pomembne, da jih moramo spoznati, širiti,
optimizacijo (multi objective optimization) ki je bila hkrati pa pomagati razbiti kak tabu. Zato je potrebno
uporabljena v več rešitvah. Sodelavec je na tem razširiti znanje in zavedanje, tako se mora
področju tudi opravil doktorat. računalništvo, informatika, IoT, umetna inteligenca
in druge tehnologije razširiti in postati široko
Devid Palčič je zasnoval več kot 100 izdelkov, uporabljene v vseh segmentih družbe. sodeloval pri več patentih in volil številne
raziskovalne in razvojne projekte, fokus v Devid in Robotina so dokazali, da lahko tudi male in
prihodnosti pa je obvladovanje celotne verige od inovativne ekipe zmagujejo in sodelujejo z
avtomatizacije, računalništva na robu, pa naprednih najboljšimi. Če bomo s to prakso še koga okužili,
digitalnih storitev, ki vključujejo strojno učenje in bomo vsi uspešnejši.
umetno inteligenco.
VIRI
6 SODELOVANJE 1. Splena stran Robotina d.o.o., www.robotina.com
Devid je prepričan, da je sodelovanje ključ do 2. Register patentov: SIPO.DS: Patents - Hit list (uil-
sipo.si), 23932, 23933, 23937, 24817, 24866, 24867,
napredka za vse. Znanje je edina dobrina, ki se z 26351
deljenjem povečuje, zato aktivno sodeluje pri 3. www.cybrotech.com: izdelki
aktivnostih za katere verjame, da lahko prinesejo 4. Nagrajenci (gzs.si): spisek nagrajencev GZS
napredek osebam, podjetjem in družbi.
Sodeloval je pri projektu NEDO, ko je Japonska
tehnološka agencija v Sloveniji skupaj s slovensko
industrijo izvedla izjemno demonstracijo pametnih
omrežij. Sodeloval je pri oblikovanju več SRIP-ov
in tehnološke mreže, kjer je tudi član upravnih
i v Sedaj “Gimnazija Koper” Robotina d.o.o.
ii vi TRS-80 - Wikipedia IJS - Institut "Jožef Stefan"
iii vii Galaksija (computer) - Wikipedia Akademija gradbenih investicij (gzs.si)
iv Tadej Bajd - Wikipedija, prosta enciklopedija
(wikipedia.org)
Moja pot skozi 44 let dela na področju računalništva in
informatike
My journey through 44 years of work in computer science
and information technology
Milan Ojsteršek
Fakulteta za elektrotehniko,
računalništvo in informatiko
Univerza v Mariboru, Maribor
Slovenija
milan.ojstersek@um.si
Povzetek sodeloval v laboratoriju prof. dr. Bogomirja Horvata pri programiranju mikroračunalniškega krmilnika, ki je uporabljal V prispevku je prikazanih mojih 44 let delovanja na področju procesor Motorola 6800. V četrtem letniku sem izbral izbirni računalništva in informatike. Predstavil bom svoje pedagoško, predmet Sistemsko programiranje, pri katerem sem se naučil strokovno in raziskovalno delo. programirati v programskem jeziku Pascal.
Ključne besede podatkovno vodenega računalnika. Za diplomsko nalogo sem V okviru moje diplomske naloge sem izdelal simulator
Milan Ojsteršek, paralelno procesiranje, heterogeni računalniški prejel Kidričevo nagrado za študente. Oktobra 1984 sem se kot
sistemi, spletne tehnologije, procesiranje naravnega jezika, raziskovalec-stažist zaposlil v Laboratoriju za računalniške
nacionalna infrastruktura odprte znanosti, interoperabilnost, arhitekture in jezike, ki ga je vodil prof. dr. Viljem Žumer. Še
akademska integriteta. dve leti sem v okviru raziskovalnega projekta nadgrajeval
simulator podatkovno vodenega računalnika in objavil nekaj
člankov, ki so bili vezani na arhitekturo in programske jezike za
Abstract podatkovno vodene računalnike. Kasneje sem to arhitekturo
This paper highlights my 44 years of work in the field of nadgradil v paralelni računalniški sistem, ki je bil neobčutljiv na
computer science and information technology. I will present my odpovedi posameznih procesnih enot in vozlišč v večstopenjskih
teaching, professional and research work. medprocesorskih mrežah.
V obdobju od 1986 do 1988 sem sodeloval pri projektu
Keywords izgradnje mikroračunalniškega krmilnika za Metalno v Mariboru.
Milan Ojsteršek, parallel processing, heterogeneous computing Na tem projektu smo programirali simulator in interpreter
systems, web technologies, natural language processing, national namenskega programskega jezika IMCL, ki je bil uporabljen za
openscience infrastructure, interoperability, academic integrity. programiranje industrijskih mikroračunalniških krmilnikov. V
tem času smo s kolegi iz laboratorija dobili idejo za izdelavo
paralelnega podatkovno vodenega računalnika, ki deluje v
1 realnem času. Izdelali smo prevajalnik za lastni podatkovno Prvih štirinajst let dela na področju
računalništva in informatike voden jezik DFCL in simulator podatkovno vodenega
računalnika, ki deluje v realnem času. Rezultat mojega
raziskovalnega dela na tem področju je bilo nekaj mednarodnih
Z računalniškim programiranjem sem se spoznal leta 1980 v objav in magistrska naloga z naslovom "Model makro
prvem letniku študija elektrotehnike na Visoki tehniški šoli v podatkovno vodenega računalnika, primernega za delo v
Mariboru. Programirali smo v programskem jeziku FORTRAN. realnem času", ki sem jo zagovarjal leta 1991.
obdelavo preko čitalnika kartic na IBM 1130. Programiranje me ki smo ga izvajali za podjetje Iskra Delta. V tem projektu smo je takoj začelo zanimati, zato sem v tretjem letniku nekaj časa gradili paralelni računalniški sistem za jugoslovansko vojsko. Na Uporabljali smo luknjane kartice, ki smo jih dajali v zaporedno V obdobju od 1987 do 1989 sem sodeloval v projektu Parsys,
∗ Moja pot skozi 44 let dela na področju računalništva in informatike žalost je jugoslovanska vojska sredi leta 1989 zaradi
†Milan Ojsteršek
predvidenega razpada Jugoslavije ukinila financiranje projekta.
Permission to make digital or hard copies of part or all of this work for personal or Sem pa v okviru tega projekta in v projektu za Metalno v
classroom use is granted without fee provided that copies are not made or distributed Mariboru dobil ideje za svoje delo na področju določanja
for profit or commercial advantage and that copies bear this notice and the full
citation on the first page. Copyrights for third-party components of this work must razčlenjenosti vozlišč programskih grafov in njihovega
be honored. For all other uses, contact the owner/author(s). razvrščanja v enote večprocesorskega računalnika. Junija 1994
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
© 2024 Copyright held by the owner/author(s). sem zagovarjal doktorsko disertacijo z naslovom "Določitev
razčlenjenosti vozlišč programskega grafa in njihovo razvrščanje
v enote večprocesorskega računalnika". S paralelnim kot referenco na področju vzpostavitve gigabitnega etherneta na
procesiranjem sem se raziskovalno ukvarjal še po zagovoru izobraževalnih inštitucijah. Ena od nalog, ki sem jih skupaj z
doktorske disertacije, vendar zaradi neobstoječe industrije na mojimi sodelavci izvedel, je bila tudi izdelava specifikacij za
področju razvoja takšnih sistemov, na žalost rezultatov nisem informacijski sistem Univerze v Mariboru (1999 – 2000). Od
mogel prenesti v prakso. To je bil tudi glavni razlog, da sem se 2011 do 2014 sem na Univerzi v Mariboru sodeloval v projektih
začel ukvarjati z raziskovalnimi področji, katerih rezultate R&D Industry ( EU MED, 2011 – 2013) in CITEK (EU MED,
znanstveno raziskovalnega dela je bilo lažje prenašati v prakso. 2013 – 2014), v katerih sem vodil razvoj informacijskega sistema
Ker se je skozi 44 let mojega dela nabralo veliko referenc, jih za podporo raziskovalnemu delu na vključenih inštitucijah.
v članku zaradi omejitve števila strani, ne bom navajal posebej, Leta 1999 so na Inštitutu za računalništvo, UM-FERI
pač pa sem dal povezavo na mojo bibliografijo, ki zajema dela ustanovili Laboratorij za heterogene računalniške sisteme
od 1984 do 2024 in je zavedena v COBISSu [1]. (LHRS), ki ga vodim še danes. Podrobnejši opis nekaterih
projektov LHRS, ki bodo omenjeni v nadaljevanju ter nekaterih,
ki jih zaradi pomankanja prostora nisem mogel opisati, najdete
2 Od razvoja aplikacij za internet do na https://lhrs.feri.um.si/projekti/. Opise nekaterih programskih
informatizacije javne uprave rešitev LHRS najdete na https://lhrs.feri.um.si/predstavitev-
Leta 1995 je takratno ministrstvo, ki je bilo pristojno za dela/nase-resitve/.
znanost, objavilo razpis za financiranje centrov znanja. Namen V okviru LHRS smo začeli izvajati večje projekte. Eden
centrov znanja je bil prenos znanstveno-raziskovalnih rezultatov takšnih projektov je bil projekt za podjetje Mobitel (1999), v
v prakso. Na tem razpisu so izbrali tudi Center za heterogeno okviru katerega smo izdelali programsko opremo, ki je
procesiranje, ki sem ga vodil. Za ta center smo tri leta prejemali omogočala prikaz digitalnih vsebin na infoterminalih, na velikih
financiranje, ki smo ga večinoma porabili za plačilo študentskega video zaslonih, mobilnih telefonih, ki so omogočali protokol
dela. Center je izvajal tudi projekte, ki so bili vezani na izdelavo WAP, na teletekstu in na internetu. Iz tega projekta smo se veliko
različnih spletnih aplikacij. Leta 1996 smo razvili aplikacijo za naučili. Rezultat projekta je bila programska oprema za portal, ki
spletno rezervacijo mariborskih hotelov. Nato smo za Mestno smo jo kasneje naprej razvijali in jo je uporabljalo več kot 50
občino Maribor izdelali »Mariborski informacijski sistem«. Za slovenskih občin, nekatere izobraževalne inštitucije ter nekaj
podjetje Sweetcom smo izdelali aplikacijo za oglaševanje podjetij. Leta 2000, ko smo razvili našo prvo verzijo portalne
rabljenih vozil preko spleta, za podjetje Dodoma pa spletno infrastrukture, še ni bilo na voljo podobnih spletnih aplikacij.
aplikacijo za oglaševanje nepremičnin preko spleta. Za Leta 2000 smo za Kmetijski zavod v Mariboru izdelali
Mariborsko razvojno agencijo smo v izdelali spletno aplikacijo aplikacijo za vodenje kontrole ekološkega kmetovanja, ki jo je
za gospodarski informacijski sistem za Podravje. V letih 1998 in leta 2004 prevzelo Ministrstvo za kmetijstvo, gozdarstvo in
1999 sem tudi sodeloval pri specifikaciji turističnega prehrano. Aplikacijo še danes v okviru LHRS vzdržujemo in
informacijskega sistema za TIC Ljubljana in Zavod za turizem v nadgrajujemo. Ta aplikacija je pomembna, ker smo za pohitritev
Mariboru. Za njih smo razvili spletno aplikacijo za vodenje njenega razvoja razvili ogrodje Blacksmith, ki nam je omogočilo
statistike zasedenosti turističnih objektov in aplikacijo za objektno-relacijske preslikave, neodvisno načrtovanje in
oglaševanje prireditev v Sloveniji. upravljanje vsebine, navzkrižno sklicevanje med objekti,
V okviru Centra za heterogeno procesiranje sem navezal stike dedovanje, večjezično podporo, neodvisnost od sistema za
z računalniškimi podjetji Microsoft, Oracle, Marand, NIL in upravljanje podatkovnih zbirk in integracijo spletnih storitev.
Lancom, ki so nam pomagala z nasveti, programsko opremo in Glavna prednost tega ogrodja je bil krajši čas razvoja
izobraževanji na področju novih tehnologij. Sodelavci Centra za porazdeljenih storitev ter bolj razumljiva koda programskih
heterogeno procesiranje in študenti, ki so sodelovali pri delu rešitev.
centra, so pridobili certifikate na področju razvojnih orodij in Iz tega obdobja bi omenil sodelovanje pri izdelavi strategije
sistemske administracije programske opreme podjetja Microsoft. uvajanja elektronskega poslovanja v lokalne skupnosti (2003),
Ko smo pridobili ustrezne certifikate, je Center za heterogeno izdelavo strateškega načrta informatizacije Mestne občine
procesiranje postal prva izobraževalna inštitucija na svetu, ki je Maribor (2005), in akcijski načrt izdelave zalednega
pridobila naziv Microsoft Certified Partner. S pridobitvijo tega informacijskega sistema za lokalne skupnosti (2006). Skupaj s
naziva smo postali upravičeni do vse Microsoftove programske podjetjem 3Port smo od 2003 do 2005 razvili nekaj spletnih
opreme, njihovih izobraževalnih materialov in udeležbe na aplikacij za podporo delovanju lokalnih skupnosti (e-obveščanje
Microsoftovih dogodkih doma in v tujini. Znanje, ki smo ga občana o njegovih zadevah, e-pobude…).
pridobili, smo v okviru predavanj in vaj, posredovali našim Od leta 2000 naprej smo v Laboratoriju za heterogene
študentom. računalniške sisteme razvijali portal za podporo izobraževanju
Od leta 1998 do 2010 sem vodil računalniški center na UM- na daljavo, ki smo ga najprej preizkusili na UM-FERI, nato pa
FERI. Med pomembnejše projekte, ki smo jih v računalniškem smo ga uvedli na celotni Univerzi v Mariboru. V tem času še niso
centru v tem času izvedli, sodi vsekakor obnova računalniških obstajali odprtokodni sistemi za upravljanje z učnimi vsebinami,
učilnic, obnova računalniškega omrežja fakultete, izdelava zato smo na podlagi zahtev učiteljev in asistentov iz Univerze v
spletnega portala fakultete, izdelava portala za podporo Mariboru podprli procese upravljanja in podajanja učnih vsebin
izobraževanju na daljavo in sistema za interno komuniciranje na ter preverjanja znanja. Razvoj programske opreme je bil delno
fakulteti. Med prvimi v Sloveniji smo uvedli enotno identiteto financiran preko različnih Interreg projektov, delno pa ga je
študentov in zaposlenih na UM-FERI, brezžično omrežje, financirala Univerza v Mariboru. Bil sem tudi eden od avtorjev
Eduroam in IP telefonijo. Na UM-FERI smo imeli med prvimi nacionalne strategije na področju e-izobraževanja od 2006 do
v Sloveniji gigabitni ethernet. CISCO je navajal našo fakulteto 2010. Sodeloval sem tudi pri projektu izdelave e-gradiv za
srednje računalniške šole (2010-2011), ki ga je koordinirala jezikovno-digitalnih kompetenc ter izboljšanju zmožnosti
Srednja elektro-računalniška šola v Mariboru. Izdelal sem učna tvorjenja in razumevanja besedil. Osrednja ciljna skupina so
gradiva za predmete »Upravljanje s programirljivimi napravami«, osnovnošolci od šestega razreda in srednješolci – torej
»Načrtovanje in razvoj programskih aplikacij« in »Načrtovanje uporabniki, ki so sposobni tvorjenja daljših besedil, a s
in razvoj spletnih aplikacij«. primanjkljaji v jezikovnem izražanju in razumevanju zlasti
neumetnostnih besedil. Naši cilji so bili pripraviti korpus
aktualnih obsegovno in vsebinsko raznovrstnih besedil,
3 Od digitalnih knjižnic, procesiranja besedil v povezanih z interesi ciljne skupine; na osnovi korpusnega
slovenskem jeziku do detekcije plagiatov gradiva izdelati trajnostna samostojno delujoča e-orodja za
Leta 2004 smo v okviru projekta, financiranega iz Ciljnega avtomatsko tvorjenje in pregledovanje vaj ter orodja smiselno
raziskovalnega programa, začeli z razvojem Digitalne knjižnice podpreti s celovitimi slovarsko-slovničnimi in
Ministrstva za obrambo (v nadaljevanju DKMORS). jezikovnonormativnimi opisi. Posebno pozornost smo namenili
Programsko opremo za to digitalno knjižnico vzdržujemo in zapostavljenemu prikazu idiomatičnih jezikovnih prvin ter
nadgrajujemo še danes. Projekt je pomemben zato, ker smo na izkoristili potencial za njihov atraktiven jezikovni opis. Okolje
podlagi pridobljenega znanja razvili Digitalno knjižnico vsebuje bazo znanja, iz katere se lahko učenci in dijaki naučijo
Univerze v Mariboru (v nadaljevanju DKUM), katere pravopisa, slovnice, uporabe frazemov in pregovorov ter
programska oprema je osnova za repozitorije Nacionalne razumevanja in tvorjenja besedil. E-okolje omogoča reševanje
infrastrukture odprte znanosti. Prav tako smo morali v okviru nalog iz področja slovnice, pravopisa, frazemov in pregovorov
DKMORS razviti boljši iskalnik, ki je bil primernejši za iskanje ter razumevanja besedil. Pri pouku slovenščine ga uporablja več
po podatkih in besedilih v slovenskem jeziku. Za ta namen smo kot 300 osnovnih in srednjih šol.
razvili lastno programsko ogrodje Textproc za obdelavo besedil Na področju procesiranja besedil v naravnem jeziku sem
v slovenskem jeziku (2007 – 2008). Ogrodje omogoča skupaj s sodelavci Laboratorija za heterogene računalniške
povezovanje različnih opravil za procesiranje besedil (npr. sisteme sodeloval še v projektih Spletni portal Franček (2017 –
razčlenjevanje vsebine, oblikoslovno označevanje, razreševanje 2021), Slovenska znanstvena besedila (2016 – 2019) in Razvoj
sklicev, slovenščine v digitalnem okolju (2020 – 2023). V okviru pomensko označevanje, delno avtomatsko
dopolnjevanje pomenskega slovarja, določanje imenskih entitet, Slovenskih znanstvenih besedil smo s sodelavci LHRS izdelali
določanje relacij med imenskimi entitetami...). To ogrodje smo Korpus akademske slovenščine (KAS) in pomenski
uporabili na področju razvoja aplikacij za odgovarjanje na označevalnik strokovnih terminov v znanstvenih besedilih. V
vprašanja v slovenskem jeziku, pri razvoju priporočilnega okviru projekta Razvoj slovenščine v digitalnem okolju smo
sistema za priporočanje vsebin iz repozitorijev, sistema za izdelali orodje za avtomatsko ekstrakcijo relacij za gradnjo
ekstrakcijo znanja iz besedil in sistema za preverjanje podobnosti semantične mreže, orodje za avtomatsko odgovarjanje na
vsebin. V okviru projekta ESO mreža (2008) smo skupaj s vprašanja, orodje za luščenje strokovne terminologije ter
podjetjem 3-Port razvili aplikacijo za odgovarjanje na vprašanja sodelovali pri razvoju terminološkega portala.
iz področja občinske uprave. Aplikacija je odgovarjala na Za konec tega poglavja bi omenil še aplikacijo, ki jo danes
podlagi podatkov iz podatkovnih zbirk, na podlagi zbirke uporablja večina slovenskih višješolskih in visokošolskih
pogosto zastavljenih vprašanj, zbirke žaljivih vprašanj, posebnih izobraževalnih inštitucij. Gre za program, ki smo ga razvili za
vprašanj in fraz ter na podlagi iskanja po dokumentih. V projektu potrebe Univerze v Mariboru, ki je želela preverjati podobnost
ESO mreža 2 (2009-2011) smo nadgradili sistem za odgovarjanje zaključnih del študentov. Kasneje smo za Univerzo v Mariboru
na vprašanja še z opisom znanja o domenskem področju s izdelali tudi vtičnik, ki omogoča preverjanje podobnosti oddanih
pomočjo ontologij in s pomenskim opisom spletnih storitev. Kot nalog študentov v sistemu za upravljanje z učnimi vsebinami
primer uporabe programske rešitve za odgovarjanje na vprašanja Moodle. Za namen preverjanja podobnosti vsebin so sicer
z opisom znanja o domenskem področju, smo skupaj s podjetjem obstajale komercialne rešitve, ki pa niso bile prilagojene za
3-Port izdelali aplikacijo za izračun komunalnega prispevka v analizo besedil v slovenskem jeziku. Z našim programom so
občini Piran. V okviru projekta “Metal Knowledge Network- odkrili nekaj odmevnih plagiatov v Sloveniji, ki so bili
Knowledge management and semantic search for metal industry predstavljeni v medijih. Namen programa je predvsem naučiti
in Slovenia and Austria” (2011 – 2013) smo izdelali študente ali druge uporabnike, da se plagiatorstvo ne izplača in
infrastrukturo, ki omogoča pomensko iskanje in pomensko da je zanje veliko boljše, če sami napišejo besedilo, pravilno
označevanje strukturiranih in nestrukturiranih vsebin iz področja navedejo uporabljene vire in jih ustrezno citirajo.
kovinsko-predelovalne industrije. V okviru projekta smo izdelali Vodim ali sem vodil mednarodne projekte iz področja
pomenski iskalnik, ki omogoča pomenski opis tabel in pomensko akademske integritete, ki obravnavajo plagiatorstvo in kršenje
indeksiranje podatkov iz podatkovnih baz informacijskih akademske integritete. Ti projekti so ENAI (2016 – 2019),
sistemov ter pomensko obdelavo tekstovnih dokumentov. FAITH (2022 – 2025) in PUPP ( 2021 – 2028, 35 partnerjev iz
Pomemben projekt, ki smo ga začeli leta 2017 in se še Kanade, ZDA in Evrope). Sem član več delovnih skupin in član
nadaljuje, je »Slovenščina na dlani«. Projekt izvajamo skupaj s nadzornega odbora European network of academic integrity.
Filozofsko fakulteto UM, Pedagoško fakulteto UM in kolegi iz
Laboratorija za digitalno procesiranje signalov UM-FERI. LHRS 4 Moje pedagoško delo je zadolžen za izdelavo in vzdrževanje programske rešitve. V
okviru projekta smo izdelali interaktivno učno e-okolje, Leta 1986 sem bil habilitiran v naziv asistent. Izvajal sem vaje
namenjeno bogatitvi pouka slovenskega jezika, povečanju pri predmetih "Programiranje I", "Programski jeziki I",
motivacije za učenje slovenščine, pridobivanju dodatnih "Programski jeziki II", "Principi programskih jezikov",
"Sistemsko programiranje", "Organizacija in arhitektura Sloveniji od 2015 do 2020, izdelavi uredbe o izvajanju
računalniških sistemov I", "Osnove računalniške organizacije", znanstvenoraziskovalnega dela v skladu z načeli odprte znanosti
"Izbrani algoritmi" in "Osnove računalništva". V okviru in izdelavi akcijskega načrta razvoja odprte znanosti v Sloveniji
predmetov, ki so bili vezani na programske jezike sem študente od 2023 do 2030. V okviru akcijskega načrta vodim razvoj in
učil programirati v takrat aktualnih programskih jezikih vzdrževanje nacionalne infrastrukture odprte znanosti.
(FORTRAN, Pascal, C++, COBOL, ADA, Smaltalk, LISP, Kot član projektne skupine sem sodeloval v EU projektih
Prolog). DAPHNE (H2020, 2020 – 2024) in EuroCC (EUROHPCJU,
Po zagovoru doktorske disertacije sem bil habilitiran v naziv 2020-2022). V okviru UM vodim evropska projekta GDI (Digital
docent. Najprej sem začel s predavanji na višješolskem študiju. Europe, 2022 – 2026) in EUROCC2 (EUROHPCJU, 2023 –
Ko smo leta 1996 na Fakulteti za elektrotehniko, računalništvo 2025). V projektu European genomic data infrastructure (GDI)
in informatiko, Univerze v Mariboru (UM-FERI) začeli z vodim vzpostavitev nacionalne infrastrukture genomskih
izvajanjem novih študijskih programov, sem arhivov, ki bo povezana v evropsko genomsko infrastrukturo. Ta
predaval ”Programiranje 1”, ”Osnove računalniške infrastruktura je poseben izziv, saj je potrebno zagotoviti
arhitekture”, ”Osnove računalniške organizacije”, ”Paralelne ustrezno varnost podatkov, procesiranje podatkov v varnem
računalniške sisteme”, ”Porazdeljene računalniške sisteme” okolju in varno izmenjavo podatkov z drugimi genomskimi
in ”Razvoj aplikacij za internet”. Izbirni predmet ”Razvoj arhivi po Evropi. V projektu EUROCC2 je pet inštitucij v
aplikacij za internet” je bil leta 1996 precejšnja novost v Sloveniji vzpostavilo nacionalno vozlišče EUROHPC. To
Sloveniji, saj se še na drugih inštitucijah in tudi na UM-FERI vozlišče je povezano z ostalimi nacionalnimi vozlišči po Evropi.
niso zavedali, da bo internet ključno spremenil naš način Znotraj Slovenije skrbimo za izobraževanja na področju uporabe
življenja. visoko zmogljive računalniške infrastrukture (HPC) in razvoja
Leta 2009 se je na UM-FERI začel izvajati bolonjski študijski programskih rešitev za HPC, prenašamo te rešitve v
program. Na različnih študijskih programih sem predaval ”Uvod gospodarstvo in javno upravo ter sodelujemo z drugimi deležniki
v svetovni splet”, “Arhitekturo in organizacijo računalnika”, v Sloveniji, v Evropi in širše.
“Računalniška omrežja”, “Razvoj aplikacij za internet”, “Osnove Sodelujem v aktivnostih iniciative European open science
svetovnega spleta”, “Mrežno usmerjeno računanje”, “Spletno cloud (EOSC). Od 2019 do 2021 sem bil član EOSC
programiranje”, “Spletne tehnologije” ter “Pomensko in Interoperability working group. Sodeloval sem v podskupini, ki
storitveno usmerjen splet”. je izdelala »EOSC interoperability framework«, v katerem so
Nekaj tisoč študentov je poslušalo ali sodelovalo pri vajah pri podana osnovna navodila za zagotavljanje interoperabilnosti
mojih predmetih. Bil sem mentor pri zaključnih delih študija več znotraj EOSCa. Definirali smo tudi referenčno arhitekturo in
kot 180 študentom na različnih stopnjah študija. Z nekaterimi minimalni nabor metapodatkov za opis FAIR digitalnih objektov.
imam še danes stike. Nekateri imajo problem, za katerega Nato sem od 2021 do 2023 sodeloval v EOSC-A semantic
potrebujejo pomoč in se obrnejo name. Nekateri me srečajo na interoperability task force, kjer sem vodil podskupino za
ulici in obudimo spomine na čas, ko so študirali. Lep občutek je, preslikave metapodatkovnih shem in določanje minimalnega
da sem tudi jaz prispeval k temu, da imamo danes toliko dobrih nabora metapodatkov. Sedaj sem član EOSC-A technical and
strokovnjakov na področju računalništva in informatike. semantic interopability task force, ki ima mandat od 2024 do
2025. Sem eden od sovodij v CODATA GOSC Data
interoperability working group, eden od sovodij RDA metadata
5 Od nacionalne infrastrukture odprtega IG in član več delovnih skupin v RDA ter član uredniškega
dostopa do EOSC interoperabilnostnega odbora COAR vocabularies,
okvirja
Slovenske univerze so leta 2013 s sofinanciranjem Evropskega Zahvala
sklada za regionalni razvoj in Ministrstva za izobraževanje, Veliko srečo sem imel, da sem sodeloval z ljudmi, ki so mi
znanost in šport vzpostavile nacionalni portal odprte znanosti ter zmeraj stali ob strani in me pri mojem delu spodbujali. Posebna
repozitorije za odprti dostop do zaključnih del študija in zahvala gre prof. dr. Viljemu Žumerju in prof. dr. Petru Kokolu,
rezultatov raziskav raziskovalcev na Univerzah v Ljubljani, ki sta me povabila v Laboratorij za računalniške arhitekture in
Mariboru, Novi Gorici in na Primorskem. Vključili pa smo tudi jezike na Visoki tehniški šoli Univerze v Mariboru. Prof. Žumer
več drugih virov, ki so ponujali vsebine za raziskovalce in je bil moj mentor pri diplomski, magistrski in doktorski nalogi.
študente. Nacionalni portal openscience.si agregira vsebine iz Kadarkoli sem ga potreboval, mi je pomagal z nasveti. Prof. dr.
repozitorijev in drugih virov za potrebe združevalnega iskalnika, Peter Kokol je bil moj sodelavec v laboratoriju in me je na
priporočilnega sistema in preverjanja podobnosti vsebin. To začetku moje poti uvedel v raziskovalno in pedagoško delo ter
infrastrukturo smo v letih od 2014 do 2022 dopolnili z me vseskozi spodbujal. Zahvalil bi se tudi vsem mojim
repozitorijem za samostojne raziskovalne organizacije in sodelavcem, s katerimi sem sodeloval. Poimensko jih ne bom
repozitorijem za višješolske in visokošolske inštitucije, naštel, da ne bi slučajno koga izpustil. Vsi ste mi stali ob strani
nacionalnim strežnikom za dodeljevanje trajnih identifikatorjev in mi pomagali na moji profesionalni in osebni poti.
in arhivom za velepodatke. Ta arhiv je bil vzpostavljen na
superračunalniku Vega v okviru projekta HPC RIVR (EU skladi, Literatura
EUROHPCJU, 2018 – 2021), v katerega je bil vključen tudi [1] COBISS. 2024. Milan Ojsteršek, osebna bibliografija za obdobje 1984-
LHRS. Sodeloval sem pri izdelavi nacionalne strategije odprtega https://bib.cobiss.net/bibliographies/si/webBiblio/bib201_20240920_223 2024, [Online]. Dostopno:
dostopa do znanstvenih objav in raziskovalnih podatkov v 959_a2688355.html, obiskano 28. 9. 2024
Zbornik 27. mednarodne multikonference
INFORMACIJSKA DRUŽBA – IS 2024
Zvezek K
Proceedings of the 27th International Multiconference
INFORMATION SOCIETY – IS 2024
Volume K
ChatGPT v zdravstvu
ChatGPT in Medicine
Uredniki / Editors
Matjaž Gams, Monika Simjanoska Misheva, Stevo Lukić, Franz Wotawa
http://is.ijs.si
9. oktober 2024 / 9 October 2024
Ljubljana, Slovenia
PREDGOVOR
Umetna inteligenca, zlasti generativna umetna inteligenca, kot je ChatGPT, je spremenila
pravila igre v številnih panogah. Vendar je njen vpliv v medicini še posebej pomemben, saj
gre v zdravstvu za več kot le informacije - gre za človeška življenja. Vključitev umetne
inteligence lahko bistveno izboljša izide zdravljenja bolnikov, racionalizira delovne procese in
izboljša procese odločanja na celotnem področju medicine.
Vloga umetne inteligence presega pomoč strokovnjakom; neposredno vpliva na oskrbo
bolnikov. Z virtualnimi posvetovanji, izobraževanjem bolnikov in preverjanjem simptomov
lahko ChatGPT izboljša dostop do zdravstvenega varstva za skupine prebivalstva, ki bi se
sicer soočale z ovirami zaradi lokacije ali časovnih omejitev. Poleg tega umetna inteligenca z
avtomatizacijo rutinskih opravil zmanjšuje upravno breme zdravnikov, tako da lahko več časa
posvetijo oskrbi bolnikov in manj papirologiji. To je lahko ključni dejavnik v boju proti
izgorelosti zdravnikov, ki je v sodobnem zdravstvu vse večji problem. Čeprav je potencial
ChatGPT v zdravstvu vznemirljiv, moramo obravnavati etične in varnostne izzive, ki jih
prinaša. Ključna vprašanja so zagotavljanje zasebnosti pacientov, zmanjšanje pristranskosti
algoritmov umetne inteligence in ohranjanje natančnosti zdravniških nasvetov. UI mora
podpirati - ne pa nadomestiti - človeško presojo, zlasti pri kritičnih medicinskih odločitvah.
Zagotavljanje preglednosti, odgovornosti in zasnove teh sistemov s pristopom, pri katerem je
v ospredju varnost, je bistvenega pomena za krepitev zaupanja v te tehnologije.
V prihodnosti se bo vloga ChatGPT in podobnih sistemov umetne inteligence verjetno še
povečala. Pravkar začenjamo raziskovati njihove aplikacije v personalizirani medicini, kjer bi
umetna inteligenca lahko pomagala prilagoditi zdravljenje posameznim pacientom na podlagi
genetskih podatkov, podatkov o okolju in življenjskem slogu. Poleg tega lahko umetna
inteligenca z analizo trendov v populacijah prispeva k zgodnjemu odkrivanju bolezni,
odkrivanju zdravil in globalnim zdravstvenim pobudam.
Ta konferenca je priložnost, da se poglobimo v najsodobnejše raziskave, nastajajoče
aplikacije in etične vidike uporabe ChatGPT v medicinski praksi. Skupaj bomo raziskali
sedanje zmogljivosti in prihodnje možnosti, hkrati pa se bomo posvetili izzivom, ki jih prinaša
vključevanje umetne inteligence na tako občutljivo in tvegano področje.
Matjaž Gams
Monika Simjanoska Misheva
Stevo Lukić
Franz Wotawa
predsedniki konference ChatGPT v zdravstvu
FOREWORD
AI, and particularly conversational AI like ChatGPT, has been a game-changer in many
industries. However, its impact in medicine is particularly significant because healthcare is
about more than just information—it’s about human lives. The integration of AI has the
potential to dramatically improve patient outcomes, streamline workflows, and enhance
decision-making processes across the medical field.
The role of AI extends beyond assisting professionals; it directly impacts patient care.
Through virtual consultations, patient education, and symptom checks, ChatGPT can enhance
access to healthcare for populations who might otherwise face barriers due to location or time
constraints. Additionally, by automating routine tasks, AI reduces the administrative burden
on clinicians, allowing them to spend more time on patient care and less on paperwork. This
can be a crucial factor in combating physician burnout, a growing issue in modern healthcare.
While the potential of ChatGPT in healthcare is exciting, we must address the ethical and
safety challenges that come with it. Ensuring patient privacy, minimizing bias in AI
algorithms, and maintaining the accuracy of medical advice are key concerns. AI should
support—not replace—human judgment, particularly in critical medical decisions. Ensuring
that these systems are transparent, accountable, and designed with a safety-first approach is
essential to building trust in these technologies.
Looking forward, the role of ChatGPT and similar AI systems will likely expand. We are just
beginning to explore its applications in personalized medicine, where AI could help tailor
treatments to individual patients based on genetic, environmental, and lifestyle data.
Additionally, AI can contribute to early detection of diseases, drug discovery, and global
health initiatives by analyzing trends across populations.
This conference is an opportunity for us to delve into the cutting-edge research, emerging
applications, and ethical considerations surrounding the use of ChatGPT in medical practice.
Together, we will explore both the current capabilities and the future possibilities, while also
addressing the challenges that come with integrating AI into such a sensitive and high-stakes
field.
Matjaž Gams
Monika Simjanoska Misheva
Stevo Lukić
Franz Wotawa
ChatGPT in Medicine chairs
PROGRAMSKI ODBOR / PROGRAMME COMMITTEE
Matjaž Gams
Monika Simjanoska Misheva
Stevo Lukić
Franz Wotawa
Žiga Kolar
Automatic Reviewing of Conference Papers in Healthcare and
Other Sciences Using ChatGPT
Matjaž Gams Luka Bolješić Alex Korlat Primož Kocuvan
Department of Intelligent University of Ljubljana University of Ljubljana Department of Intelligent
Systems Faculty of Computer and Faculty of Computer and Systems
Jozef Stefan Institute Information Science Information Science Jozef Stefan Institute
Ljubljana Slovenia Ljubljana Slovenia Ljubljana Slovenia Ljubljana Slovenia
matjaz.gams@ijs.si luka.boljesic0@gmail.co alex.korlat.ak@gmail.com primoz.kocuvan@ijs.si
m
ABSTRACT raziskovalne prispevke, in uporablja ChatGPT za generiranje
pregledov za vsak prispevek. Obravnavane so metodologija,
The emergence of artificial intelligence (AI) has significantly rezultati in možni vplivi te aplikacije, ki poudarjajo tako
impacted various fields, including the peer review process in prednosti kot izzive integracije UI v akademski pregledni
scientific research. ChatGPT, a large language model developed postopek.
by OpenAI, has shown potential in automating and enhancing
the review of conference healthcare papers. Our HealthReview KLJUČNE BESEDE AI tool can process and analyze large volumes of text rapidly,
Umetna inteligenca, ChatGPT, strokovni pregled, zdravstvo,
providing feedback and insights that streamline the peer review
znanstvene raziskave, Flask ogrodje, obdelava PDF, akademsko
paper presents a web application developed using the Flask pisanje, konferenčni prispevki process, reduce human workload, and increase efficiency. This
framework that enables users to upload PDF files containing
research papers and utilizes ChatGPT to generate reviews for 1 Introduction each paper. The methodology, results and potential implications
of this application are discussed, highlighting both the The integration of artificial intelligence (AI) across various
advantages and the challenges of integrating AI into the domains is significantly transforming complex processes,
academic review process.1 including the peer review of conference papers in healthcare
and other sciences. Among AI tools, ChatGPT, developed by
KEYWORDS OpenAI, stands out for its potential to automate and enhance the
Artificial Intelligence, ChatGPT, Peer Review, Healthcare, review process. Its ability to quickly analyze large volumes of
Scientific Research, Flask Framework, PDF Processing, text and provide insightful feedback could streamline peer
Academic Writing, Conference Papers reviews, reduce human workload, and enhance overall
efficiency.
POVZETEK
Recent studies highlight the diverse applications of ChatGPT in
Pojav umetne inteligence (UI) je pomembno vplival na različna healthcare education, research, and practice. For example, it has been shown to improve scientific writing, analyze datasets, and področja, vključno s postopkom strokovnega pregleda v aid drug discovery [1, 2, 3]. Additionally, its role in generating akademskih in znanstvenih raziskavah. ChatGPT, velik paraphrased content and literature reviews indicates the jezikovni model, ki ga je razvil OpenAI, je pokazal potencial za potential to expedite academic tasks, although concerns about avtomatizacijo in izboljšanje pregleda medicinskih originality and accuracy persist [4, 5]. konferenčnih prispevkov. To orodje UI lahko hitro obdela in
analizira velike količine besedil ter zagotovi povratne
ChatGPT's integration into medical literature reviews has been
informacije in vpoglede, ki poenostavijo postopek strokovnega
explored, demonstrating its ability to synthesize medical
pregleda, zmanjšajo delovno obremenitev in povečajo
knowledge, though ethical and accuracy issues require further
učinkovitost. Ta članek predstavlja spletno aplikacijo
research [6, 7]. Beyond healthcare, ChatGPT enhances research
HealthReview, razvito s pomočjo ogrodja Flask, ki
efficiency across various scientific fields. It effectively
uporabnikom omogoča nalaganje datotek PDF, ki vsebujejo
generates Boolean queries for systematic reviews and supports
1 Permission to make digital or hard copies of part or all of this work for personal rapid literature searches [8]. The AI's potential to streamline
or classroom use is granted without fee provided that copies are not made or peer reviews and address biases, is also evident, though
distributed for profit or commercial advantage and that copies bear this notice and
the full citation on the first page. Copyrights for third-party components of this managing issues like bias, plagiarism, and inaccuracies remain
work must be honored. For all other uses, contact the owner/author(s). crucial to maintaining academic integrity [9, 10, 11]. In our
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia opinion, tools like ChatGPT offer significant opportunities to
enhance the peer review process. However, careful deployment
© 2024 Copyright held by the owner/author(s). is necessary to ensure ethical considerations, accuracy, and the
preservation of academic integrity. This paper explores these
https://doi.org/10.70314/is.2024.chtm.3
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia M. Gams et al.
aspects and presents insights into effectively integrating JavaScript enhances user experience by displaying the selected
ChatGPT into the peer review process designed with our system file name and showing a loading indicator upon form
HealthReview. The paper consists of Section 1 Introduction, submission. Upon file upload via the /submit route, the PDF is
are demonstrated in Section 3, and the paper concludes with a that only files with a .pdf extension are accepted. Once the file discussion. is stored, the section 2 Methodology where the system is presented. Results securely saved in the upload folder. The file function ensures
papers_strArr function extracts the text of
individual papers from the PDF. This function searches for
2 specific markers like "ABSTRACT" and "Author index" to Methodology identify the boundaries of each paper. Text is extracted from
each page and grouped into separate papers based on these
When tested, GPT-4o was already able to reply to all basic markers. If no papers are detected, an error message is returned.
questions, e.g. “Is grammar in that text correct”. Therefore, the Otherwise, the program proceeds to each extracted paper.
first task was to create a list of commands to perform the
sequence of the review, chosen for the Information Society The API Call function facilitates the interaction with the
conference (is.ijs.si). The second task was to fine-tune the ChatGPT model. It sends the text of each paper to the ChatGPT
process since several output issues were not as desired. The API, along with a predefined prompt, and retrieves the model's
third task was to include additional knowledge, and that was generated review. These reviews are stored in a global
executed by including the Insieme knowledge base as the core dictionary RESULTS with unique identifiers for each paper.
medical information. In this way, the HealthReview
performance achieved reasonable levels. The /paper/ route enables users to view the
generated reviews. When a specific paper ID is requested, the
The Insieme platform was selected for integration with GPT corresponding review content is fetched from the RESULTS
[12]. This platform features a user-friendly interface that
enables users to efficiently access valuable healthcare dictionary and displayed using the paper.html template.
information from a centralized website, either via manual Navigation links allow users to browse through the list of
search or through the Insieme search function. Insieme serves papers and view their respective reviews.
as the successor to the national Electronic and Mobile Health
(eHealth) initiative, a project that was characterized by HTML templates, including form.html and paper.html,
collaboration among 15 partners. Furthermore, the platform's provide the user interface for uploading files, displaying
development has been significantly shaped by insights derived instructions, and viewing individual paper reviews. The
from the analysis of various EU healthcare platforms, form.html template includes the file upload form and
particularly those that specialize in elderly care. Insieme not instructions for use, while the paper.html template displays
only builds upon the foundation laid by these prior initiatives individual paper reviews and includes navigation for switching
but also aims to set a new standard in the accessibility and between different papers. This program integrates Flask for web
usability of healthcare information, thereby providing a more functionality, PDFMiner for PDF text extraction, and OpenAI's
integrated and cohesive experience for its users. Additional ChatGPT-4o for generating paper reviews. This combination
medical knowledge therefore comes from the Insieme database offers a streamlined and efficient method for reviewing
that was created from a national electronic and mobile project conference papers, potentially enhancing the speed and
for smart cities. Including the Insieme platform into the GPS is consistency of the review process, which is crucial in managing
described elsewhere and is not part of this paper. The the increasing volume of research submissions. HealthReview
HealthReview web application is developed in Python using the accepts input in the form of any language and similarly outputs
Flask framework. Flask is a lightweight web framework for the replies in any language supported by ChatGPT-4o.
Python programming language, used for building fast and stable
web applications [13]. This application allows users to upload
one or several PDF files containing multiple research papers, 3 Results
processes these files to extract the individual papers, and then The developed web application HealthReview was tested using
employs ChatGPT to generate reviews for each paper. a dataset of conference papers to evaluate its performance and
efficiency in generating reviews. An example of the
The application is initialized and configured to use an upload application’s output is shown below. folder named 'uploads'. This folder is created if it does not exist
to ensure that uploaded files have a designated storage location. Title: Anonymous in this paper
To maintain file security, the application restricts uploads to Authors: Anonymous
PDF files by specifying an allowed file extension set.The user Abstract:
interface of the application consists of an HTML form rendered The article focuses on physical inactivity, which increases the
by the index route. This form allows users to upload their PDF risk of chronic diseases, especially cardiovascular diseases,
files through a file input and submit button. Client-side among the adult population as well as among children and
Automatic Reviewing of Conference Papers in Healthcare
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
and Other Sciences Using ChatGPT
youth. Based on data from the Institute for Health Metrics and The HealthReview web application successfully generated
Evaluation, the article reports relative risks of cardiovascular reviews for multiple conference papers. Table 1 represents a
disease by age group, gender, and country. In doing so, we summary of the evaluations for the conference section. The
focus on the comparison between Slovenia and the world paper number is a serial number assigned to each paper in the
average. Based on the analysis, we conclude that cardiovascular conference dataset. Examples of the meanings of other fields
diseases impact people in different age segments; as such they are listed in this section.
become one of the important risk factors through aging. Also,
physical activity importantly influences behavioral, nutrition,
and other factors, which contribute to cardiovascular diseases. 4 Discussion
For that reason, it is very important to systematically analyze The results of our study demonstrate the promising potential of
and monitor these factors to contribute to better guidelines and integrating AI, specifically ChatGPT, into the peer review
measures of policymakers. process for healthcare and medical conference papers. The
application that was developed effectively generated insightful
Overall evaluation: 1 - Accept with minor changes reviews, which were evaluated against traditional human-
(All options: 2 - Accept as is | 1 - Accept with minor changes | 0 -
Accept with major changes | -2 - Reject) generated reviews for quality and consistency. While the overall
The paper provides valuable insights into the relationship between performance of the AI-based review system was favorable,
physical inactivity and cardiovascular diseases, particularly in different several considerations and implications warrant further
age segments. However, some minor improvements could elevate the discussion. First, the ability of ChatGPT to process and analyze
presentation and clarity of the findings. large volumes of text rapidly offers a significant advantage in
Overall quality: 7/10. terms of efficiency. This is particularly beneficial in the context
The scientific quality is solid, but minor methodological limitations and of increasing research output and the growing burden on peer
the need for more comprehensive data analysis slightly reduce its reviewers. However, while the AI-generated reviews were
Presentation: generally accurate and aligned with human assessments, there 3 – Routine impact.
(All options: 5 - Crystal-clear and particularly attractive | 4 - Clear and were instances where the feedback provided by ChatGPT
attractive | 3 - Routine | 2 - Not very clear and/or attractive | 1 - Unclear lacked depth, particularly in areas requiring domain-specific
and/or particularly unattractive.) expertise. This highlights a limitation of current AI
The presentation is well-structured but lacks visual aids and a more technologies, where the ingenuity, flexibility and expertise of
engaging writing style. human reviewers are still crucial.
Language modifications: Minor grammatical mistakes. The paper
includes some minor grammatical mistakes that should be fixed before It is not clear to what extent the automatic reviewing system
publication. applies to all domains, not only healthcare. In any case, when
Proposed modifications: Correct "prerana" to "prehrana" in the
"REZULTATI" section. Ensure consistency in the use of terms such as adopting a specific form of review, the instructions as part of
"risk factors" and "prevalence" across sections. the prompt programming should be modified. In practical
Improve the translation and readability of some sentences for better terms, it should also be noticed that the API GPT call is not free
clarity. of charge.
Consider adding graphical representations of data to enhance
interpretability. Additionally, the application of AI in the peer review
Suggestion: Use tools like Grammarly or GPTs. process raises ethical concerns, particularly around the potential
Reviewer's confidence: 4 – High for bias, the risk of plagiarism, and the integrity of the review
(All options: 5 - Expert | 4 - High | 3 - Medium | 2 - Low | 1 - None) process. Although ChatGPT can streamline the review process,
Excellence: 3 - Definite but modest methodological novelty and/or
good application these tools must be used as supplements rather than
(All options: 5 - Important methodological novelty | 4 - Definite replacements for human reviewers. Maintaining a balance
methodological novelty | 3 - Definite but modest methodological between AI efficiency and human oversight is critical to
novelty and/or good application | 2 - Debatable methodological novelty preserving the integrity and quality of academic peer reviews.
and/or acceptable application | 1 - No methodological novelty and poor Moreover, the reliance on AI for academic tasks necessitates
application) continuous monitoring and updates to the AI models to ensure
Impact: 3 - Used/useful and moderately mature accuracy, relevance, and fairness. Future developments should
(All options: 5 - Highly impactful application and/or very widely used, focus on enhancing the contextual understanding of AI tools
at least moderately mature | 4 - Important application and/or widely
used, at least moderately mature | 3 - Used/useful and moderately like ChatGPT to better mimic the critical thinking and
mature | 2 - Used/useful in limited cases and/or immature | 1 - No analytical capabilities of human reviewers.
practical use)
Table 1: Summary of Reviews
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia M. Gams et al.
Paper number Overall evaluation Overall quality Presentation Language (grammatical mistakes)
1 2/4 6/10 2/5 Quite some
2 3/4 7/10 3/5 Minor
3 3/4 7/10 3/5 Some
4 3/4 7/10 3/5 Quite some
5 3/4 7/10 3/5 Some
6 3/4 7/10 3/5 Minor
7 3/4 8/10 3/5 Minor
8 3/4 8/10 3/5 Some
9 3/4 7/10 3/5 Minor
10 3/4 7/10 3/5 Minor
11 3/4 8/10 4/5 Some
12 3/4 7/10 3/5 Minor
13 4/4 9/10 4/5 Minor
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write a good boolean query for systematic review literature search? In
This project is funded by the European Union under Horizon Proceedings of the 46th International ACM SIGIR Conference on
Research and Development in Information Retrieval. doi:
Europe (project ChatMED grant agreement ID: 101159214) 10.1145/3539618.3591703
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https://doi.org/10.5281/zenodo.7094305S.
Leveraging Federated Learning for Secure Transfer and
Deployment of ML Models in Healthcare *
Zlate Dodevski Tanja Pavleska Vladimir Trajkovik
Faculty of Computer Science Laboratory for Open Systems Faculty of Computer Science
and Engineering and Networks and Engineering
Ss. Cyril and Methodius University Jozef Stefan Institute Ss. Cyril and Methodius University
Skopje, Republic of N. Macedonia Ljubljana, Slovenia Skopje, Republic of N. Macedonia
zlate.dodevski@students.finki.ukim.mk atanja@e5.ijs.si vladimir.trajkovik@finki.ukim.mk
Abstract endless pool of structured and unstructured data, as these technologies thrive on large datasets to identify patterns and Federated learning (FL) represents a pivotal advancement make predictions. The novel adaptable, predictive approach to in applying Machine Learning (ML) in healthcare. It addresses generating insights, decision support, and assistance in tasks that the challenges of data privacy and security by facilitating model have long been considered solely reserved for human expertise transferability across institutions. This paper explores the is based on this paradigm's capabilities to recognize patterns effective employment of FL to enhance the deployment of large from the data without being explicitly programmed. language models (LLMs) in healthcare settings while Conventional machine learning implies that the data owner maintaining stringent privacy standards. Through a detailed communicates with a specific central server with significant examination of the challenges in applying LLMs to the computational power. The central server consumes data from healthcare domain, including privacy, security, regulatory different sources and applies training techniques and algorithms constraints, and training data quality, we present a federated to devise an effective model. ML requires large amounts of data learning architecture tailored for LLMs in healthcare. This to satisfy the expectations for the model's performance. architecture outlines the roles and responsibilities of Large-language models (LLMs), as representative of ML participating entities, providing a framework for secure advancements, have been a particular point of interest in recent collaboration. We further analyze privacy-preserving techniques years. They have already proven their applicability and massive such as differential privacy and secure aggregation in the context potential in multiple fields [30]. LLMs are designed to of federated LLMs for healthcare, offering insights into their understand, generate, and interact with human-like text and can practical implementation. understand context, making them suitable for performing a wide
Our findings suggest that federated learning can range of complex language-related tasks. They are trained in two
significantly enhance the capabilities of LLMs in healthcare main phases. First, the model learns general knowledge about
while preserving patient privacy. In addition, we also identify language patterns in the pre-training phase. Then, it can be fine-
persistent challenges in areas such as computational and tuned to execute downstream tasks to specialize its expertise in a
communicational efficiency, lack of benchmarks and tailored FL specific domain [28].
aggregation algorithms applied to LLMs, model performance, However, like other machine learning models researched and
and ethical concerns in participant selection. By critically implemented, this paradigm is data-hungry, meaning that it
evaluating the proposed approach and highlighting its potential inherently requires massive training data to achieve the expected
benefits and limitations in real-world healthcare settings, this performance [10]. Thus, LLMs are designed to perform better
work provides a foundation for future research in secure and with an increase in training data volume and computational
privacy-preserving ML deployment in healthcare. power.
Various unfortunate scenarios related to the misuse of private and
Keywords personal data cast a shadow on AI's capabilities, underscoring the
Federated Learning, Large Language Models, Data Privacy, growing concerns about data privacy, specifically in the phases
Healthcare ML, Privacy Preservation, Model Transferability when the models are trained. [13]. The year 2016 is particularly
significant for two key developments aiming to overcome these
1 Introduction challenges. The first is the attempt to regulate personal data
hyper-connectivity, and the fourth industrial revolution lead to The advancements in hardware and software technologies, collection, processing, and storing by introducing the General Data Protection Regulation (GDPR) in Europe [12]. The second key development was the introduction of Federated Learning the creation of mass amounts of health-related data. Machine (FL) by Google researchers, which provided a groundbreaking learning and AI, in general, are the biggest winners from this scientific approach to addressing data privacy and security
concerns in ML [16].
* Permission to make digital or hard copies of part or all of this work for personal This paper aims to discuss the possibility of satisfying the
or classroom use is granted without fee provided that copies are not made or
distributed for profit or commercial advantage and that copies bear this notice and needs of both data owners and ML experts by leveraging the
the full citation on the first page. Copyrights for third-party components of this concept of federated learning. On the one hand, data owners can
work must be honored. For all other uses, contact the owner/author(s).
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia be supported to participate in collaborative training in a privacy-
© 2024 Copyright held by the owner/author(s). preserving manner when their data is insufficient to craft a high-
https://doi.org/10.70314/is.2024.chtm.5
performance model, such as LLM. On the other hand, ML of hesitation. Most of the training data for the LLMs comes from
experts can develop and advance their approaches by utilizing publicly available sources, lacking the nuances that bring the
large volumes of real-life institutional data and access to diverse real-life data isolated in the infrastructure of a single healthcare
scenarios, which are essential for building a robust model. institution. Additionally, each institution has many
Being aimed at investigating the FL potential for application characteristics that make it unique in how it works. Workflows,
in the health domain, the insights presented in this work offer dictionaries, specific characteristics of the population it serves,
support in finding a more robust, secure, and effective use of AI or particular domain attributes can result in difficulties for off-
that does not require technical proficiency of the medical experts, the-shelf LLMs in providing the correct output to the instruction
ultimately contributing to improved patient care and data given. This calls for the institutions to further tailor and tune the
protection. capabilities of the LLM. Although state-of-the-art LLMs allow
The remainder of this paper is organized as follows: Sections for such modifications and fine-tunings and making this process
2 and 3 introduce FL and LLMs, and their relevance to feasible, this comes with a heavy involvement and effort by the
healthcare; section 4 presents our proposed FL architecture for institution representatives and with extensive computational
LLMs in healthcare, detailing the system components and their resources. Finally, even if one institution is capable of making
roles; section 5 discusses challenges in implementing LLMs in efforts to adapt a generalized LLM for its use, it faces the
healthcare using FL; and section 6 explores privacy-preserving inevitable obstacle of data insufficiency. In general, a single
techniques for integration with our FL architecture. institution either cannot provide enough data to receive proper,
correct output for the downstream task or is incapable of solving
2 LLM-based Healthcare Applications instruction of so-called new events or conditions.
LLMs are usually trained on high-quality public data, but A healthcare institution would need support in multiple areas
their performance is often limited when tasked with specialized to make the process easier to follow and adopt. As a result,
or narrower-spectrum tasks. With specific expertise in mind, processes related to finding a suitable LLM model, maintaining
such as healthcare, different approaches should be considered to it, and keeping it up to date should be outsourced to a separate
build that corpus. Healthcare institutions can use their local body owning the expertise. To effectively adapt LLMs in the
datasets, leading to less efficient LLM, or they can join other healthcare domain, collaboration among institutions in
collaborative efforts to make high-quality training data facing the compliance with the industry regulations should be established
inevitable challenges of privacy and regulations. to build a rich training corpus.
LLMs are attractive in the healthcare area because of their
capability to simplify the interaction with an intelligent system 3 FL Principles Relevant to Healthcare Data
without needing technical expertise. Lack of technological Privacy and Security
proficiency of medical experts can decrease the adoption of a In healthcare, data is often distributed across multiple
specific software solution and can be marked as overly complex. institutions, each possessing unique and valuable patient
The core principles of the LLMs allow users to interact with their information. Traditional approaches to AI model training require
domain rules, persistent knowledge, and past experiences centralizing this data, which poses significant privacy and
without the need to rely on their computer literacy. One of the security risks. Federated learning provides a solution by enabling
enormous benefits of utilizing LLMs in potential areas of collaborative model training without exchanging raw data.
medical workflows relies on the output, which is in an Instead, each institution trains the model locally and shares only
understandable form of natural language. The ease of use of aggregated updates with a central server. This method ensures
natural language to provide instructions and ask for decision that sensitive patient data remains within the institution,
support bridges the gap between the domain experts and the facilitating the transfer and deployment of AI models across
utilization of an intelligent computer system. Furthermore, much different settings without compromising data security. FL is an
of the data that persists within healthcare institutions is in iterative process, and each communication round aims to
unstructured formats, such as clinical notes, conversations, improve the model's performance. A typical FL scenario consists
diagnoses, prescriptions, and research articles. LLMs are of two main phases in each round: local training of the model
particularly effective at processing and using these natural done on the participant side and aggregation of updates, which
language texts. In that way, the transparency is increased, and the aims to create the most accurate consensus model.
expert can examine the reasoning behind the answers provided There are three main types of FL based on how the data is
straightforwardly. distributed across participants. In horizontal federated learning,
In the past several years, we have already witnessed the the datasets share the same feature space but differ in the samples
potential of LLMs in healthcare in many areas, such as they contain. Vertical federated learning, on the other hand,
interpreting images from a specific medical domain, involves datasets with the same samples but different features.
summarizing reports and medical history, identifying patterns in Lastly, federated transfer learning encompasses datasets that
electronic health records (EHR), and offering support for vary in both their feature and sample spaces [8].
decision-making processes. The use of natural language can also FL in healthcare is predominantly covered in theoretical
influence patient engagement processes [16]. research, with many studies exploring its potential, such as for
Even though exceptional remarks on providing suitable improved personalized treatment and public health monitoring.
LLMs for healthcare are already in place and the community is However, there are real-life applications, such as in radiology,
verifying the theoretical and conceptual findings, the decision of where FL enables collaborative training on medical images like
one healthcare institution to utilize such a system can face a lot MRIs and X-rays without sharing patient data [23].
In the context of machine learning (ML) applications aggregation server or global server), and the communication-
involving healthcare data, there are three critical vulnerability computation layer, which aggregates local updates and
points that require attention: the data itself, the training of ML orchestrates communication phases in the ecosystem. Each
models, and the communication and transfer of data. Each area component has its own responsibilities, which are essential for
carries specific challenges and risks that must be mitigated to the model to satisfy the preset expectations.
ensure the privacy, security, and efficacy of ML systems in Leveraging FL in utilizing LLMs adds a layer of complexity and
healthcare. Health-related data is inherently complex, with implies different approaches based on the level of
characteristics such as high dimensionality, variance over time, decentralization that needs to be achieved [29]. FL can help in
heterogeneity, difficult interoperability, sparsity, and isolation both the pre-training and fine-tuning phases of LLM, and it is up
[4]. Protecting the privacy of patients' personal and sensitive to the requirements' specific characteristics and the parties
health information is crucial. Due to the sensitive nature of involved computational power to choose the right strategy [2,
healthcare data, security breaches can lead to severe 11]. We will cover the different approaches while examining the
consequences, including identity theft, fraud, and violation of three major architecture components.
patient confidentiality.
Healthcare data often comes from various sources, such as
hospitals, clinics, wearable devices, and electronic health records
(EHRs). This data is typically non-independent, identically
distributed (non-iid), unbalanced, and fragmented across
different systems. Additionally, data may be sparse or isolated,
making it challenging to build comprehensive patient profiles or
conduct large-scale analyses.
Federated learning offers a promising approach to
overcoming these challenges by allowing ML models to be
trained across multiple decentralised data sources while keeping
data local. This technique improves data privacy and security by
not requiring raw data to be transferred to a central location. In
an FL environment, each data controller defines its governance
processes and privacy policies. This includes setting conditions
for data access, training, and validation phases [3, 7, 19].
Communication between institutions, especially in healthcare,
must adhere to strict regulatory requirements, such as the Health
Insurance Portability and Accountability Act (HIPAA) in the U.S. Figure 1: Typical FL Architecture that can be deployed for
and GDPR in Europe. Thus, privacy-preserving mechanisms LLM-based applications
should be implemented "by design" and "by default" to ensure
that sensitive patient information is processed securely. A 4.1 Global Server compliant ML system requires secure data transfer mechanisms,
consent management, and audit trails. The FL setting can offer properly established taxonomy and standards, this component in The global server plays a central role, and due to the lack of
advancement in this area by letting institutions keep sensitive
the literature is also considered as the manager or creator of the
information, prevent unnecessary data transfers and processing
whole ecosystem. It is often referred to as the "manager" or
that could violate regulatory requirements, and minimize the risk
"aggregation server" tasked with overseeing the entire
of data breaches [27].
collaboration and ensuring its smooth functioning. In healthcare,
Training ML models with healthcare data presents unique
the manager can be a single healthcare institution that holds a lot
challenges, including addressing data bias, limited sample sizes,
of data and wants to leverage the FL setting to collaborate with
and ensuring model performance. Healthcare data may be biased
other institutions, either to complete the missing domains and
due to demographic imbalances, socio-economic factors, or
dimensions (by utilizing Vertical FL) or to enrich and expand the
varying levels of care access across populations.
feature set in the same dimension (Horizontal FL). The global
Training of ML models with diverse datasets enhances their
server's responsibilities can be broken down into several distinct
generalizability and robustness. By incorporating data from
areas: strategy for choosing a foundation model, strategy for
various sources and populations, models can better adapt to new
exploiting data distribution and the client selection.
and unforeseen health events, improving their predictive power
The foundation model, also called the base model, forms the
and reliability. Federated learning, in particular, enables the use
initial point of the LLM training in the FL setting. It represents a
of diverse datasets while maintaining privacy, thus improving
starting point for institutions to leverage the pre-training process
overall model performance [21, 17].
with their own data or fine-tune it to perform specific
4 FL Architecture for LLM-Based Healthcare publicly available datasets. The pre-training process is downstream tasks since foundation models are usually trained on
Applications computationally and time-consuming, meaning that the global
Figure 1 depicts the three major components of a typical FL server must find the most suitable scenario for satisfying
architecture. The participants involved in our cross-silo FL requirements.
setting are the healthcare institutions, the manager (e.g.,
There are two main kinds of pre-training models: one based generalize and can handle novel instructions even though they
on the BERT model and the other on the GPT model. Both were not a part of the fine-tuning instruction dataset.
perform differently for different tasks and scenarios [5, 22]. The variety of downstream tasks that LLMs can perform in the
Many attempts are made to use publicly available literature healthcare domain is often the critical reason institutions engage
specific to the medical domain and create ready LLM models for with this concept. Based on a benchmark for generalist
usage, such as BioBert, which show superior performance than biomedical AI, some of the most frequently performed medical-
general pre-trained models [15]. relevant tasks suitable for the LLM domain are question
One approach is to select a suitable foundation model based answering, visual question answering (for example, based on
on the options examined before or to initialize FL pre-training, radiology or pathology images), report summarization and
where each party will contribute to the pre-training of the generation, and medical image and medical documents
foundation LLM model. The latter approach requires the classification [26]. Additionally, relation extraction in
institutions to have expertise and sufficient computational power combination with named entity recognition can be added to the
in their infrastructure to complete the assignment. Another list of medical-relevant tasks. This is helpful in the medical
consideration is the model's size and complexity, which will domain to extract medical terms such as diseases, conditions,
influence the following steps if not chosen according to the procedures, and symptoms from unstructured data and find
participant's IT infrastructure. suitable interpretations and connections in the unstructured data
Federated Learning can work differently depending on how pool.
data is spread and distributed across entities. In horizontal FL, Thanks to the LLaMA, each institution can make significant
each institution has data with similar features (for example, attempts to build its domain-specific instruction set and
multiple hospitals with similar patient data). In vertical FL, contribute to global instruction tuning in the FL setting. With the
institutions have different features for the same set of patients FL paradigm, each downstream task can be trained on multiple
(for example, one entity has clinical data, and another has genetic datasets instead of a single dataset, giving more suitable
data). Transfer learning can also be used when the model needs responses and outputs [25].
to generalize across different datasets [20]. The global server is In the FL setting, the value-alignment step occurs on the
responsible for choosing the appropriate strategy based on the participant's side during local training. Its purpose is to ensure
data distribution and the desired outcomes. that the model's objectives are aligned with each institution's
Client selection in FL refers to choosing which institutions to values and goals. This step is particularly crucial in the medical
participate in each training round. The global server must ensure field, where ethical guidelines and patient care standards are of
that diverse institutions contribute to model updates without the utmost importance.
overloading the communication system. Institutions with more Technically, value-alignment is solved similarly to
data or better computational resources might participate more instruction tuning, with each participant's preference dataset
frequently. Still, the system should be flexible enough to rotate containing combinations of instruction, preferred, and
clients or dynamically adjust client participation based on misreferred responses.
resource availability. In FL, participants typically have far fewer computational
resources than centralized cloud servers and fine-tuning all
4.2 Participants parameters of LLMs can be an obstacle. Parameter-efficient
The entities participating in this collaboration technique are tuning techniques, such as Lora, are used to address this
also tasked with significant responsibilities. In the medical limitation [6]. Instead of updating the entire pre-trained model
domain, these institutions own huge structured or unstructured weights to obtain local updates, participants modify only specific
datasets and are willing to participate in a distributed training parameters and send them back to the global server for
process. Their responsibilities can be broken down into the pre- aggregation.
training process, fine-tuning, value alignment, and strategy for
local updates. 4.3 Communication-Computation Layer
If the FL-specific training approach is adopted, as discussed As presented above, the global server is responsible for
previously in the strategy for choosing the foundation model, managing the whole ecosystem, and one of the most complex
then each institution may pre-train the selected model on its data tasks is related to the communication-computation layer. The
and ensure that the initial model updates sent to the global server global server should manage the aggregation process of local
are more relevant and valuable. This capability in an FL setting model updates and ensure that the global LLM and updates are
can depend significantly on the institution's computational securely transmitted across the system.
power, and even though possible and theoretically feasible, it can Choosing the suitable FL algorithm for combining all
require a lot of additional expertise for the healthcare institution findings and improvements made by each participant in the form
to engage in this kind of activity. of parameter weights is a step that has attracted many researchers
Fine-tuning is crucial in adopting an LLM in the healthcare and experts. One of the first and most used algorithms is
domain. The approach of LLM fine-tuning is to make Federated Averaging (FedAvg), but more sophisticated
downstream tasks required by the domain be instructed with approaches may be necessary in different scenarios [16]. The
human feedback [18]. Each institution should provide input- model's performance relies significantly on how model updates
output pairs where instructions are explicitly offered to solve are aggregated. Even though the only data transmitted through
some already defined downstream tasks. These datasets are the network in an FL setting are the model and its updates, the
designed to give the model an idea of what kind of output is communication layer is responsible for ensuring that the transfer
expected. The expectation is that the LLM will learn to is done securely and continuously. The communication layer
component must develop a strategy for creating a pipeline from LLM training in the FL setting. Fine-tuning LLMs in FL is a
a live data connection to the model and inference to transmitting time-consuming and computationally expensive task [6].
new model parameters via secure channels to the aggregating The client selection process, in which the ecosystem manager
server. Size and complexity of the model must be considered as decides which participants should be involved, can raise many
well, since they can cause a bottleneck. ethical concerns, such as fairness. The purpose of the
In addition, the communication layer also ensures that the collaboration is to make the LLM more robust. Still, some
data transfer is seamless and uninterrupted. This component is participants' data volume and computational power can squeeze
tasked with developing a robust strategy to create an efficient out institutions that are not on that level but still can add to the
pipeline, from managing real-time data connections to diversity and offer unique cultural, ethical, and contextual
facilitating model utilization and transmitting updated model values. While FL addresses many privacy concerns by design, it
parameters securely to the central aggregation server. A key also introduces new security considerations that must be
consideration for the communication layer is the size and carefully managed. Successfully navigating these challenges
complexity of the used model. Large models with huge requires a detailed approach that balances privacy protection,
parameter lists can introduce significant bottlenecks during security enhancement, and the pursuit of practical and robust
transmission, especially when dealing with limited bandwidth or LLM in healthcare.
less powerful devices. As such, the communication layer must be
adept at handling these challenges, ensuring that updates are 6 Privacy-Preserving Techniques
transferred efficiently without compromising the speed or The deployment LLMs in the healthcare field through FL
security of the system. promises advancements in preparing models to react to given
domain-specific downstream tasks. The FL can enhance LLMs'
5 Hype, Vision and Challenges effectiveness and proper application while safeguarding patient
Implementing LLMs in healthcare using FL presents a set confidentiality and ensuring regulatory compliance, providing
of intertwined challenges when viewed through the lenses of medical professionals greater confidence in adopting these tools.
privacy and security. There is a foundational challenge between However, while FL enables collaborative learning without
the need for diverse and high-quality data generated by direct data sharing, it's not immune to privacy threats. With this
institutions in the specific domain and the importance of approach, raw data remains local, but the model updates shared
protecting sensitive information. FL enables availability and during training can still leak information. In addition, LLMs
access to a broader spectrum of data sources while maintaining trained with healthcare data could memorize and potentially
privacy. Still, the inability to directly act upon raw data can regenerate sensitive patient information. A privacy breach in this
impact the convergence of the model and model performance. context can cause severe consequences, including exposure to
Data transfer needs in FL, even though minimized to just model medical history, compromising patient confidentiality, and
updates, still introduce a risk for security attacks. This risk misuse of sensitive health information [1].
increases with the communication overhead caused by During this collaborative process, the model or its updates
distributing complex and large LLMs. could become targets for various attacks. For instance, model
By introducing a central figure in the architecture in the inversion attacks performed on the global model might allow the
name of the global aggregation server, the FL setting in LLM reconstruction of individual patient records. Similarly,
opens up a single point of failure in the ecosystem. Adversarial membership inference attacks could reveal the presence of
attacks can be performed, compromising model integrity, which specific institutions or patient data in the training, potentially
could lead to data breaches and incorrect outputs. exposing the entire medical history. Malicious participants in the
FL is still a young and immature topic in the context of process could poison the model by introducing biases or
LLM. One of the biggest challenges is the lack of benchmarks backdoors, potentially leading to improper results generated by
and comprehensive reviews that can examine the solution's the LLMs [9, 24].
success based on different tasks, architectures, the number of To counter these risks and threats, researchers and
clients, network bandwidth, computational resources, etc. These practitioners evaluate the effects of several privacy-preserving
reviews and benchmarks can further expose security and privacy- techniques, such as secure aggregation and differential privacy.
preserving issues and initiate proper risk mitigation strategies. Secure aggregation, a cryptographic protocol, allows the central
Multiple algorithms exist in the literature for aggregating local server to observe aggregated results without accessing individual
updates, but no specific algorithm is proposed or adapted for model updates. This approach maintains accuracy but adds
LLMs. significant communication costs. Differential privacy, on the
The analysis of the three major components in the previous other hand, adds calibrated noise to data or model parameters,
section pointed out the responsibilities, approaches, and offering statistical privacy guarantees. While effective against
strategies that need to be considered in order to collaboratively inference attacks, it may reduce model accuracy and require
design and implement training, and utilize LLM properly. The additional workload in the parameter-tuning process [14]. The
analysis emphasized that training LLMs in a federated learning choice of privacy-preserving techniques must be made with a
setting requires a thoughtful, tailored approach to address the thorough understanding of the specific use case, the sensitivity
unique challenges. Additionally, there are various approaches to of the data involved, and the potential impacts of privacy
take, depending on factors such as participant resources, data breaches. The tailored approach should calibrate the trade-off
distribution, model size and complexity, data transfer, etc. This between model performance and data protection. More robust
section will further examine the challenges of implementing such privacy protection might require limiting the model’s access to
much-needed data for LLMs to offer a proper answer to a specific [11] Kuang, W., Qian, B., Li, Z., Chen, D., Gao, D., Pan, X., Xie, Y., Li, Y., Ding,
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Use and Limitations of ChatGPT in Mental Health
Disorders
Jovana Petrović † † Iva Binić Maša Vacev Stevo Lukić
Clinic of Psychiatry Clinic of Psychiatry Clinic of Psychiatry Clinic of Neurology,
University Clinical center University Clinical center University Clinical center University Clinical centre
Nis, Serbia Nis, Serbia Nis, Serbia Niš, Serbia
zdravkovicj91@gmail.com ivabinic@gmail.com vacevmasa@gmail.com slukic@medfak.ni.ac.rs
Abstract / Povzetek The discourse surrounding the potential applications of ChatGPT in mental health disorders remains relatively ChatGPT is one of the most advanced and rapidly evolving underexplored. This work seeks to offer a quick overview of the large language model-based chatbots. It excels in everything current state of ChatGPT implementations within the mental from handling simple questions to performing complex medical health domain, while also projecting future advancements in examinations. While current technology cannot replace the digital mental health care through the integration and expertise and judgment of skilled psychiatrists, it can assist in development of ChatGPT technology. early detection of mental problems, patient evaluations,
differential diagnoses, psychotherapy and in planning and Current use of ChatGPT for mental health
conducting medical research. Ensuring privacy and adhering to
professional, ethical, and legal standards is crucial when disorders
processing training data. This is especially important in mental In managing mental health disorders, human contact is
health settings, where disclosing sensitive personal information especially crucial compared to other medical fields, as it is
increases the risk of data misuse and the potential for harmful accompanied by understanding and empathy. This is why, in
advice. Current uses of ChatGPT in mental health care are the most vital aspects of psychiatric work, human relationships
constrained by its design as a general chatbot, rather than a remain central [2]. While ChatGPT's practical applications in
specialized psychiatric tool. Despite this, the model proves the field of mental health are limited because it specializes in
useful for handling routine psychiatric and administrative tasks. language generation, it can still support certain routine tasks
As GPT technology evolves, it holds significant promise for within the field. Although evaluations, diagnoses,
psychiatry, psychotherapy, and patient assessments are mainly conducted including integration into diagnostics,
psychotherapy, and early detection of mental health issues. To by human therapists, ongoing trials are exploring how ChatGPT
deploy these advancements responsibly and effectively, it is might be utilized in mental health services. Several platforms,
crucial to develop and refine professional ethical standards and like ChatBeacon, or Koko, are already available on the market,
practice guidelines. claiming to offer mental health assistance powered by ChatGPT
[3,4]. For instance, Koko is a peer-support platform that
Keywords / Ključne besede provides crowdsourced cognitive therapy. It's experimenting
with using GPT-3 to generate bot-written responses to users
Keywords mental health disorders, large language models, deep
while they wait for peer responses. Koko is an online mental
learning, ChatGPT
health intervention that has reached nearly two million people,
mostly adolescents. The platform started as a clinical trial at
Introduction MIT and is based on the concept of crowdsourced cognitive
ChatGPT has emerged as one of the most advanced and rapidly hopefully about the world. Unlike traditional peer support therapy. Users are taught to help each other think more
evolving large language model-based chatbot systems. Its platforms, all interactions on our service are supported and extensive capabilities, ranging from responding to basic augmented by AI. inquiries to performing well in complex medical examinations,
have garnered significant attention from the global scientific Applied to the classification of psychiatric disorders. and research communities, prompting ongoing discourse Recent advancements in deep learning, the foundational regarding its potential applications across diverse domain [1] algorithm of GPT, have significantly impacted the field of
mental health disorders. This technology has been applied to
∗ All authors contributed equally to this research classify psychiatric disorders using neuroimaging data [5],
†Corresponding authors
develop models based on electroencephalograms [6], and utilize
Permission to make digital or hard copies of part or all of this work for personal or a range of patient characteristics for diagnosing and predicting
classroom use is granted without fee provided that copies are not made or mental disorders [7]. These deep learning models have shown
distributed for profit or commercial advantage and that copies bear this notice and
the full citation on the first page. Copyrights for third-party components of this good diagnostic accuracy (AUC 0.74- 0.81) suggesting the
work must be honored. For all other uses, contact the owner/author(s). possibility of combining genetics and registry data to predict
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
© 2024 Copyright held by the owner/author(s). both mental disorder diagnosis and disorder progression in a
https://doi.org/10.70314/is.2024.chtm.6 clinically relevant, cross-diagnostic setting prior to clinical
assessment. The main limitation of this model is that it is
restricted to learning from historical data and should be Employed for the prevention and early detection of mental
continuously assessed and evaluated by trained clinicians and health issues
never stand alone in the decision-making The role of AI in the prevention and early detection of mental
problems can also be very significant. Patients frequently turn
Utilized to alleviate the burdens associated with clinical to ChatGPT to seek information about their symptoms, possible
documentation, communication, and research tasks. diagnoses, and treatment options. ChatGPT performs better
Also, new technologies can assist clinicians by allowing them than Google Search in delivering general medical knowledge
to focus more on direct patient care and alleviate the high but scores lower when it comes to providing medical
clinical workload and bureaucratic tasks- such as handling recommendations [19]. A recent study highlighted early success
admissions and managing paperwork- that have been linked to for an AI model that can detect cognitive distortions in text
burnout in earlier research [8]. ChatGPT can assist in messages with accuracy comparable to that of clinically trained
processing clinical case transcripts, generating summaries, human raters [20]. GPT’s ability to recognize mental health
completing medical record documentation, and efficiently warning signs in routine conversations or text-based
preparing discharge summaries. It can also help facilitate telemedicine interactions has the potential to improve early and
communication between clinicians of different specialties when effective intervention strategies when necessary.
consultations are needed, aiding in an integrative approach [9].
While current technology cannot replace the expertise and Risks and limitations ChatGPT use for mental
differential diagnoses based on relevant signs and symptoms. Despite its strengths and potential, the use of AI technologies in ChatGPT is recognized for its substantial potential to assist judgment of skilled psychiatrists, it can assist in generating health disorders
psychiatric clinical practice carries several risks. A significant
experts with clinical and laboratory diagnoses, as well as in
planning and conducting medical research [10]. the conversational model may confidently produce text that is concern is the phenomenon of “artificial hallucinations” where
factually incorrect, nonsensical, or misleading [18].
Applied in psychotherapy to enhance therapeutic processes
Recent systematic review that included 118 articles
Chatbots can be also beneficial in psychotherapy. The
identified some limitations regarding the potential of ChatGPT
therapist's emotions and the emotional alignment between
support structure [12]. This implies that GPT models may research, and the quality of its responses often hinges on how potentially develop cognitive empathy over time, making it the questions are phrased [21]. possible for ChatGPT to achieve a notable level of accuracy in Even with the advanced GPT-4 model, there is still a risk of identifying users’ emotions [13], nevertheless it is important to providing harmful advice. The absence of clinical reasoning make systematic testing to ensure a non-superficial comparison and experience in ChatGPT can lead to the omission of between human and artificial intelligences [14]. Namely, important clinical details in patient summaries and medical ChatGPT currently lacks the capability to accurately assess records. Thus, the most prudent approach is to employ AI personality traits, a task that demands extensive training and systems as supplementary tools for mental health professionals, expertise from psychiatrists. AI researchers are diligently ensuring they are used under close supervision to uphold the and outcomes of therapy [11]. A study conducted during the raising concerns about their originality, privacy, accuracy, and COVID-19 pandemic showed that technology can offer an legality [10]. It is well established that ChatGPT may generate effective method, providing at least a first level counseling inaccurate facts and references when summarizing previous therapist and client are crucial factors influencing the process provided by ChatGPT are often insufficient and contradictory, in patient care and medical research, noted that the solutions
pursuing technical advancements to improve the precision of
safety and quality of patient care. [22]
personality detection [15].
A study designed to assess the accuracy and appropriateness of Conclusion psychodynamic formulations generated by ChatGPT found that
the model produced suitable results even without additional The recent introduction of GPT-4 has significantly enhanced
psychoanalytic information. It also demonstrated a strong the capabilities of the GPT system. Current implementations of
ability to generate psychodynamic formulations consistent with ChatGPT within mental health care are limited by its inherent
various psychoanalytic theories when given appropriate design as a chatbot, rather than as a specialized AI tool
instructions. [16]. specifically tailored for psychiatric use. Nonetheless, this
The research underscores that ChatGPT is not intended to sophisticated language model demonstrates significant utility in
substitute psychiatrists or psychologists but rather to function as addressing various routine psychiatric and administrative
an initial resource and a first line of support for those dealing functions.
with mental distress. When used wisely and within appropriate As this technology evolves and advances, we anticipate
limits, ChatGPT can be an effective tool in supporting mental substantial potential for future applications of GPT technology
health services. [17]. However, it is essential to process training in psychiatry, including its integration into diagnostic
data in a manner that ensures privacy protection and adheres to processes, the provision of psychotherapy within clinical
all professional, ethical, and legal standards. Given that environments, and the rapid identification of early warning
individuals may be at increased risk of data misuse when signs for mental health disorders. Crucially, the development
disclosing sensitive personal and family information during and refinement of professional ethical standards and practice
mental health treatment [18]. guidelines are imperative for the responsible and effective
deployment of these transformative GPT technologies in the prognosis using Danish Nationwide register and genetic data. JAMA
mental health sector. Psychiatry 80:146-155
[8] Kumar S. (2007) Burnout in psychiatrists. World Psychiatry 6:186-189.
[9] Ali SR, Dobbs TD, Hutchings HA, Whitaker IS. (2023) Using ChatGPT
to write patient clinic letters. Lancet Digit. Health 5:e179-e181.
Acknowledgments / Zahvala [10] Garg RK, Urs VL, Agarwal AA, Chaudhary SK, Paliwal V, Kar SK.
(2023) Exploring the role of ChatGPT in patient care (diagnosis and
The work presented in this paper was partially funded in part by treatment) and medical research: A systematic review. Health Promot
Perspect. 13(3):183-191.
the European Union under Grand 101159214- ChatMED. [11] Chui H, Li X, Luk S. (2022) Therapist emotion and emotional change
Views and opinions expressed are however those of the with clients: Effects on perceived empathy and session quality.
author(s) only and do not necessarily reflect those of the Psychotherapy (Chic). 59(4):594-605.
[12] Mawani A, Nderu L. (2020) Towards an online empathy assisted
European Union. Neither the European Union nor the granting counselling web application. EAI Endorsed Transactions on Context-
authority can be held responsible for them. Insert paragraph text aware Systems and Applications 7(22):167792.
[13] Kosinski M. (2023) Theory of mind may have spontaneously emerged in
here. large language models. ArXiv abs/2302.02083.
[14] Strachan J, Albergo D, Borghini G. et al. (2024) Testing theory of mind
in large language models and humans. Nat Hum Behav 8:1285-1295.5
[15] El-Demerdash K, El-Khoribi RA, Ismail Shoman MA, Abdou S. (2022)
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Testing ChatGPT’s Performance on Medical Diagnostic Tasks
∗
Alexander Perko
∗
Franz Wotawa
alexander.perko@ist.tugraz.at
wotawa@ist.tugraz.at
Graz University of Technology, Institute of Software Technology
Graz, Austria
Symptoms Diagnoses
Golden Overlap Score ⊇ Model
Diagnoses
LLM
Figure 1: Semi-Automatic Evaluation of an LLM on Medical Diagnostics Using a Medical Expert System as a Golden Model.
Abstract to find answers in one spot as LLM-powered chatbots, like Chat-
GPT [8], are happy to respond with a diagnosis. This, of course,
Large Language Models and chat interfaces like ChatGPT have
implies much risk of harm or misinterpretation. After all, the
become increasingly important recently, receiving a lot of atten-
very reason many users - being non-experts - turn to chatbots
tion even from the general public. People use these tools not only
is that they cannot assess symptoms themselves. Clusmann et
to summarize or translate text but also to answer questions, in-
al. [5] further point out that there is a lack of mechanisms to
cluding medical ones. For the latter, giving reliable feedback is of
guarantee that the LLM’s output is correct. All of this makes it
utmost importance, which is hard to assess. Therefore, we focus
important to test such systems on a practical level, which is close
on validating the feedback of ChatGPT and propose a testing pro-
to the use cases of non-experts. As for its popularity, our eval-
cedure utilizing other medical sources to determine the quality
uation focuses on ChatGPT [8], which is powered by OpenAI’s
of feedback for more straightforward medical diagnostic tasks.
most recent model, GPT-4o [9, 10]. The task of medical diag-
This paper outlines the problem, discusses available sources, and
nostics shares many traits with the natural language processing
introduces the validation method. Moreover, we present the first
(NLP) task of question answering (QA). Namely, this task tests
results obtained when applying the testing framework to Chat-
for medical knowledge as well as basic reasoning facing medical
GPT.
language. MedQA [6] is a popular benchmark in literature, which
Keywords is tailored to the medical domain. In recent years, open-domain
LLMs such as GPT-3.5 [3], GPT-4 [9], and LLaMA-2 [16] as well
Large Language Models, ChatGPT, NetDoktor, Testing, Validation
as domain-specific LLMs like Med-PaLM 2 [15], Meditron [4]
1 and Med-Gemini [14] have been evaluated on medical QA. The Introduction
United States Medical Licensing Examination (USMLE) part of
Large Language Models (LLMs) are omnipresent in today’s soci-
MedQA is used particularly often as a performance indicator in
ety, as they are used by a wide audience for a growing number
this domain. Table 1 shows reported scores of the mentioned
of tasks. This study sheds light on one area of application in par-
LLMs and demonstrates GPT-4’s and MedGemini’s superiority,
ticular, which is asking for medical diagnoses. Assessing one’s
with GPT-4 performing marginally worse despite being an open-
health and medical diagnostics are complex tasks, that fall into
domain model.
the domain of medical experts. However, since the dawn of search
engines and medical websites, like NetDoktor [13], people have
turned to the internet for getting health advice. Previously, users Table 1: LLMs Evaluated on Medical Question Answering.
searching for answers had to consult multiple online resources, Accuracy Results on the United States Medical Licensing
compare page contents, and evaluate whether their set of symp- Examination (USMLE) Part of MedQA [6], as Reported in [7,
toms matched what they found. Nowadays it is seemingly easy 14, 4, 15].
∗
Both authors contributed equally to this research.
Model Domain-Specific MedQA USMLE
Permission to make digital or hard copies of all or part of this work for personal Med-Gemini Yes 91.1
or classroom use is granted without fee provided that copies are not made or GPT-4 No 90.2 distributed for profit or commercial advantage and that copies bear this notice and
Med-PaLM 2 Yes 86.5
the full citation on the first page. Copyrights for third-party components of this
work must be honored. For all other uses, contact the owner /author(s). Meditron Yes 75.8
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia LLaMA-2 No 63.8
© 2024 Copyright held by the owner/author(s).
GPT-3.5 No 60.2
https://doi.org/https://doi.org/10.70314/is.2024.chtm.7
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Alexander Perko and Franz Wotawa
Alongside ChatGPT’s popularity, these results are a major rea- starting with the first question as the root node. It should be
son why this paper focuses on GPT-4o in particular. This work noted, that the very first question "Um wen geht es?" (i.e. "Who is
contributes by introducing a semi-automated validation proce- it about?"), was always answered by "jemand anderen" (i.e. "some-
dure for medical diagnostics performed with LLMs using an ex- body else") for this study. Rectangles represent questions and
pert system as a golden model (compare to Figure 1). Specifically, the ellipses represent the respective possible answers to choose
we evaluate the performance of ChatGPT powered by GPT-4o from. The node at the second to last level, which is denoted by
with a focus on symptom descriptions in German and compare it "Mögliche Erkrankungen" (i.e. "possible diseases") symbolizes the
to NetDoktor’s Symptom-Checker [13], which is curated by med- retrieval of diagnoses from the database, while the leaf nodes on
ical professionals. Our setup is guided by the following questions the bottom level signify the results of the query. In this exemplary
regarding prompting ChatGPT: case, the questions were answered to correspond to the symptoms
• of a heart attack for demonstration. However, we can also use Does ChatGPT provide equivalent diagnoses when pre-
Symptom-Checker to automatically and randomly traverse the
sented with the same symptoms as NetDoktor?
• questionnaire’s tree-like structure to retrieve sets of symptoms Does the output quality - as measured by the overlap -
and corresponding diagnoses. This allows for a scaleable frame-
change when asked for a specific amount of "most likely"
work for comparing other methods against a strong and valid
diagnoses?
• baseline. Sets of symptoms and corresponding "golden" diagnoses
Does the output increase in quality when ChatGPT is
are extracted from such a tree as follows: Firstly, for each path
queried in English instead of German?
from the root node to the bottom level nodes (i.e. the diagnoses),
2 Validation Methodology questions-answer-pairs are stored in a JSON data structure. Each
full path represents one set of symptoms. Secondly, each set of
For the purpose of introducing our methodology, we use myocar-
symptoms is summarized in a textual representation in German
dial infarction (i.e. heart attack) as a guiding example. According
taking special care not to lose or add information. This is then
to Statisik Austria’s annual report, cardiovascular diseases, which
translated from German to English. The first rows of Tables 3
include heart attacks, are the most common cause of death in
and 4 contain the textual descriptions of our example in German
Austria. The symptoms of a myocardial infarction include:
and English, respectively. Lastly, the diagnoses provided by the
• Feeling of tightness or constriction golden model are extracted from the bottom layer (i.e. the leaf
• Feeling of anxiety/panic attacks nodes) of the tree, which is always a set of three diagnoses. These
• Sudden severe shortness of breath, unconsciousness, or sets of diagnoses are referred to as NetDoktor diagnoses for the
severe dizziness
remainder of this paper.
• Nausea and vomiting
• Blood pressure and pulse drop 2.2 Evaluation Metric
These symptoms are now linked to an imaginary person’s sex and
The main evaluation metric used in this work is the overlap
age to form a persona whom for we want to retrieve diagnoses.
of diagnoses as compared to NetDoktor. A set of diagnoses is
Our exemplary set of symptoms shall be linked to an adult man
considered as being good if it contains a large overlap with the
and can be identified by ID 1 in all tables and plots. Besides this
golden model diagnoses of NetDoktor. Since the NetDoktor base-
exemplary persona, where we first fixed a disease, all other sets
line always yields three diagnoses, the highest overlap any other
of symptoms are picked at random. This can be done due to our
system can achieve is 3/3. Thus, the score ranges from 0/3 to 3/3.
assumption of a golden model, which we use as our baseline.
We explicitly do not normalize, although we want to compare
sets of diagnoses with varying cardinalities. The reason for this
2.1 Golden Model is that yielding more diagnoses should not be penalized (as they
We use NetDoktor’s "Symptom-Checker" [13] as a baseline for might be worth considering, as well), and yielding fewer should
our evaluation. Symptom-Checker is a freely accessible, medical not lead to a better score automatically.
expert system for retrieving likely diagnoses corresponding to
a person’s symptoms. The system can be interacted with via a 2.3 Equivalence of Diagnoses questionnaire but is only available in German. Parts of the ques-
This study compares systems designed for direct interaction with
tionnaire are static, such as questions regarding sex, age, and
humans. These systems’ output is presented to the users in nat-
selecting the general area of one’s body where symptoms occur
ural language. A key feature of medical language is its inter-
most prominently, while others are adapting to the previously
changeable use of semantically equivalent terminology originat-
asked questions. The dynamically changing questions are always
ing from different languages such as Latin, German, or English.
asked expecting an answer from the set: "Yes", "No" and "Skip".
Additionally, when talking to patients, medical personnel often
According to NetDoktor, the system is continuously validated
have to use simplified terminology, which includes the use of
by medical professionals and is based on the medical database
colloquial synonyms, hypernyms, and hyponyms. Hence, the
AMBOSS [1] and follows the medical guidelines of professional
semantic equivalence of diagnoses must be considered to ensure
societies [2]. We assume this expert system to be our golden
the comparability of different systems.
model, as it comprises curated knowledge of high quality and
• Synonyms are terms, which can be used interchangeably
is fully deterministic. The latter makes it possible, to generate a
with one another.
decision tree from a person’s (or persona’s) interaction with the
1 • Hypernyms are superordinate or umbrella terms of a term.
system, that is reproducible across multiple calls . Figure 2 shows
• Hyponyms are describing subordinate terms (i.e. more
the tree generated from the interaction of our exemplary persona
specific) or another term.
having a heart attack. The tree is to be read from top to bottom,
Table 2 lists diagnoses that are treated as equivalents for this
1As long as the underlying knowledge base does not change. study.
Testing ChatGPT Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
Um wen geht es?
Mich Jemand Anderen Um wen geht es?
Geht es um eine Frau oder einen Mann? Mich Jemand Anderen
Persona
Weiblich Männlich Geht es um eine Frau oder einen Mann?
Wie alt ist die Person? Weiblich Männlich
Baby & Kind Jugendlicher Erwachsener Wie alt ist die Person?
Baby & Kind In welcher Körperregion treten die Beschwerden auf? Jugendlicher Erwachsener
Ganzer Körper Psyche Kopf Hals Brust Rücken Bauch Unterleib Arm / Hand Bein / Fuß
In welcher Körperregion treten die Beschwerden auf?
Ganzer Körper Haut Brustkorb Brustdrüße Psyche Kopf Hals Brust Rücken Bauch Unterleib Arm / Hand Bein / Fuß
Nenne mir jetzt das Symptom, welches die Person am stärksten belastet. Haut Brustkorb Brustdrüße
Engegefühl Nenne mir jetzt das Symptom, welches die Person am stärksten belastet.
Pfeifgeräusche
Atemnot Aufstoßen Auswurf oder Druck Herzrasen Herzstoplern Husten Schmerz Sodbrennen
beim Ausatmen
im Brustkorb
Engegefühl
Pfeifgeräusche
Atemnot Aufstoßen Auswurf oder Druck Herzrasen Herzstoplern Husten Schmerz Sodbrennen
beim Ausatmen
Leidet die Person unter Atemnot bei körperlicher Anstrengung? im Brustkorb
Ja Nein Überspringen Leidet die Person unter Atemnot bei körperlicher Anstrengung?
Set of Symptoms
Hat die Person Schmerzen? Ja Nein Überspringen
Ja Nein Überspringen Hat die Person Schmerzen?
Hat die Person Schmerzen, ohne dass sie sich bewegt/belastet? Ja Nein Überspringen
Ja Nein Überspringen Hat die Person Schmerzen, ohne dass sie sich bewegt/belastet?
Mögliche Erkrankungen Ja Nein Überspringen
Herzinfarkt Mögliche Erkrankungen Cor pulmonale (Pulmonale Hypertonie)
Koronare Herzkrankheit
Beim Cor pulmonale oder Lungenherz
Verschließt sich eines der Blutgefäße, Die koronare Herzerkrankung ist
ist die rechte Herzkammer irreparabel überdehnt.
die das Herz versorgen, kommt es zum Herzinfarkt. eine schwere Durchblutungsstörung. Dies geschieht, wenn der Widerstand in Cor pulmonale (Pulmonale Hypertonie) Das Herz wird dann in einigen Bereichen Sie betrifft die Herzkranzgefäße, Herzinfarkt der Lunge über lange Zeit erhöht ist. Koronare Herzkrankheit nicht mehr ausreichend mit Blut versorgt. die den Herzmuskel versorgen. Das erschwert die Arbeit des Herzens.
stirbt das Gewebe in dem betroffenen Bereich ab. Meist ist die Ursache eine chronische Lungenerkrankung. ist die rechte Herzkammer irreparabel überdehnt. die das Herz versorgen, kommt es zum Herzinfarkt. Herzinfarkt und Herzschwäche. eine schwere Durchblutungsstörung. Beispiele sind COPD oder Lungenfibrose. Wird der Engpass nicht schnell behoben, Verschließt sich eines der Blutgefäße, Beim Cor pulmonale oder Lungenherz Damit steigt das Risiko für Die koronare Herzerkrankung ist Dies geschieht, wenn der Widerstand in
Das Herz wird dann in einigen Bereichen Sie betrifft die Herzkranzgefäße,
Notarzt der Lunge über lange Zeit erhöht ist. Kardiologe
nicht mehr ausreichend mit Blut versorgt. Kardiologe die den Herzmuskel versorgen.
Das erschwert die Arbeit des Herzens.
Wird der Engpass nicht schnell behoben, Damit steigt das Risiko für
Meist ist die Ursache eine chronische Lungenerkrankung.
stirbt das Gewebe in dem betroffenen Bereich ab. Herzinfarkt und Herzschwäche.
Beispiele sind COPD oder Lungenfibrose.
Notarzt Kardiologe
Kardiologe
Set of Diagnoses
Figure 2: Golden Model: Exemplary Decision Tree Based on NetDoktor’s Symptom-Checker Questionnaire [13] Filled-Out
for a Persona Having a Heart Attack. Blue Boxes are Screenshots from Symptom-Checker Corresponding to Nodes in the
Tree. We Set a Persona and Automatically Extract A) a Set of Symptoms and B) a Set of Diagnoses for Each Path From the
Root Node to the Leaf Nodes on the Bottom-Most Level.
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Alexander Perko and Franz Wotawa
Table 2: Equivalent Diagnoses: Synonyms, Hypernyms, Hy- Table 3: Sets of Symptoms per ID [DE]
ponyms & Translations
ID Description of Symptoms in German
Diagnosis Equivalence (as Occurring in 1 Ein erwachsener Mann verspürt ein Engegefühl im Brustkorb.
ChatGPT Output) Er hat Schmerzen, auch wenn er sich nicht bewegt oder belastet.
Außerdem leidet er unter Atemnot, wenn er sich anstrengt.
Herzinfarkt Myokardinfarkt
2 Ein Bub hat gerötete Augen und Fieber. Außerdem hat er
Akutes Koronarsyndrom
Schmerzen beim Wasserlassen.
Myocardial Infarction
3 Ein kleiner Junge hat starke Bauchschmerzen, die bei Druck
Heart Attack
schlimmer werden. Es wurde auch festgestellt, dass er allgemein
Reiter-Syndrom Reaktive Arthritis
druckempfindlich ist.
Morbus Reiter
4 Ein jugendlicher Junge verspürt ein Engegefühl oder Druck im
Reactive Arthritis Brustkorb. Er bemerkt, dass sein Herz sehr schnell schlägt und
Reiter’s Syndrome unregelmäßig arbeitet. Er fühlt sich oft müde und weniger leis-
Kawasaki-Syndrom Kawasaki Disease tungsfähig.
Kawasaki Syndrome 5 Ein jugendlicher Junge hat an Gewicht verloren und leidet unter
Blinddarmentzündung anhaltender Müdigkeit. Er hat regelmäßig Durchfall, der beson- Appendizitis
ders voluminös und übelriechend ist.
Vorhofflimmern Herzrhythmusstörungen
6 Ein erwachsener Mann hat eine Rachenentzündung und bemerkt
Glutenunverträglichkeit Zöliakie
gerötete Augen. Es gibt jedoch kein Fieber oder geschwollene
Bakterielle Pharyngitis Mild Bacterial Conjunctivitis
Lymphknoten.
with Pharyngitis
7 Ein erwachsener Mann hat entzündliche Hautveränderungen am
Krätze Scabies
Unterschenkel, die stark jucken, insbesondere nachts. Es wurde
Erkältung Virale Infekte
kein Zusammenhang mit Allergien festgestellt.
Pfeiffer-Drüsenfieber Pfeiffersches Drüsenfieber
8 Ein kleines Mädchen hat seit einiger Zeit ihren Appetit verloren,
Mononukleose fühlt sich ungewöhnlich müde und hat ungewollt an Gewicht
Blasenentzündung Zystitis verloren. Es wird auch über verminderten Urinfluss berichtet.
Harnwegsinfektion 9 Ein kleines Mädchen hat Fieber, eine Rachenentzündung und
Urinary tract infection geschwollene Lymphknoten. Sie fühlt sich abgeschlagen und
schwitzt besonders nachts stark.
Gürtelrose Herpes Zoster
10 Eine jugendliche Mädchen hat Blut im Urin und Schmerzen
Mastopathie Fibrozystische Mastopathie
beim Wasserlassen. Der Harndrang ist häufig, aber es wird nur
Lipom Lipoma
eine geringe Urinmenge ausgeschieden. Zudem verspürt sie ein
Brennen beim Wasserlassen.
11 Ein jugendliches Mädchen klagt über ausstrahlende Schmerzen
im Nackenbereich und hat einen Hautausschlag mit kleinen
Bläschen.
12 Eine erwachsene Frau hat Spannungsgefühle in der Brust und
2.4 Sets of Symptoms & Personas tastet schmerzlose Knoten. Die Haut ist nicht gerötet.
For this evaluation, we retrieved 12 sets of symptoms from Net- 13 Eine erwachsene Frau verspürt Druckempfindlichkeit im Ober-
Doktor - 6 for females and 6 for males, and for each sex, we used bauch, die Haut wölbt sich vor und die Region ist geschwollen.
all of NetDoktor’s 3 age categories (baby/child, adolescent, adult)
twice. In addition, we used the exemplary set of symptoms for an
adult man having a heart attack, as discussed in the previous sec- 3 Experimental Evaluation
tion. This yields the 13 sets of symptoms listed in Tables 3 and 4.
Figure 1 depicts our experimental setup: NetDoktor is used as a
In Figure 2, the parts of the questionnaire are marked, which
golden model to automatically derive sets of symptoms and cor-
correspond to the persona and the set of symptoms respectively.
responding diagnoses as exemplified in Figure 2. The extracted
In the following, both terms are used interchangeably.
symptoms are then used as input to the LLM GPT-4o via ChatGPT.
ChatGPT diagnoses are then compared to NetDoktor diagnoses
2.5 Model, Prompts & Diagnose Retrieval to compute an overlap score. Figure 4 gives an overview of our
evaluation results. For each set of symptoms, NetDoktor results
For all of our experiments, we used GPT-4o [9, 10] through Chat-
are shown, followed by four diagnosis strategies utilizing Chat-
GPT [8]. More specifically, we used version GPT-4o-2024-08-06,
GPT. The grey bars denote the cardinality of every resulting set
which has been released in August 2024. We evaluate the same
of diagnoses. Blue overlays are used to show the overlap between
model in German and English and denote this with a trailing
NetDoktor diagnoses and ChatGPT diagnoses. These overlays
"[DE]" for German and "[EN]" for English for the respective
correspond to the values in Table 5, which comprises the occur-
results. We extended this convention to our golden model Net-
rences of overlaps in each category from 0/3 to 3/3. In addition to
Doktor as well. The full list of prompts used can be found in
the 13 sets of symptoms, Figure 4 and Table 5 include averages
the next section, Section 3. All LLM results were retrieved in a
computed over all sets for easier comparison of the prompts/-
zero-shot methodology, without samples or additional context be-
diagnosis retrieval methods. In the following, you can find the
sides the prompt itself. Every symptom description is sent within
used prompts/methodologies corresponding to the depicted bars:
a new chat to isolate individual queries. However, we cannot
guarantee that we are indeed interacting with a "blank slate" as A Diagnoses from NetDoktor were re-NetDoktor [DE]: ChatGPT and GPT-4o are both black boxes and our user profile trieved via the Symptom-Checker questionnaire as is doc-
might interfere with the output. umented in Subsection 2.1. This is our golden model and
Testing ChatGPT Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
Table 4: Sets of Symptoms per ID [EN]
ID Description of Symptoms in English
1 An adult man feels a tightness in his chest. He experiences pain
even when he is not moving or exerting himself. Additionally,
he suffers from shortness of breath when he exerts himself.
2 A boy has red eyes and a fever. He also has pain when urinating.
3 A little boy has severe abdominal pain, which worsens with pres-
sure. It was also found that he is generally sensitive to pressure.
4 A teenage boy feels a tightness or pressure in his chest. He
notices that his heart beats very fast and irregularly. He often
feels tired and less capable.
5 A teenage boy has lost weight and suffers from persistent fatigue.
He has regular diarrhea that is particularly voluminous and foul-
smelling.
6 An adult man has a throat infection and notices red eyes. How-
ever, there is no fever or swollen lymph nodes.
7 An adult man has inflammatory skin changes on his lower leg
that itch intensely, especially at night. No connection with aller-
gies was found.
8 A little girl has lost her appetite for some time, feels unusually
tired, and has unintentionally lost weight. Reduced urine output
is also reported.
9 A little girl has a fever, a throat infection, and swollen lymph
nodes. She feels weak and sweats heavily, especially at night.
10 A teenage girl has blood in her urine and pain when urinating.
The urge to urinate is frequent, but only a small amount of urine
is passed. She also feels a burning sensation when urinating. Figure 3: ChatGPT Output for ID 1, Using Prompt B. Over-
11 A teenage girl complains of radiating pain in the neck area and lap with NetDoktor Marked in Blue. Compare to Figure 2.
has a rash with small blisters.
12 An adult woman has a feeling of tension in her breast and can
feel painless lumps. The skin is not reddened.
13 An adult woman feels tenderness in the upper abdomen, the skin asking for the "10 most likely" diagnoses is the runner-up with
bulges, and the area is swollen.
an average of 0.85/3 i.e. 28%. Surprisingly, the simple prompt in
English, E, performs poorest, which contradicts our hypothesis
of English prompts performing better.
overlaps with its diagnoses are marked in blue, in Figure 4.
The questionnaire and results are in German.
B Ad-hoc query sent to ChatGPT using the ChatGPT [DE]: Table 5: Overlaps of Diagnoses with NetDoktor per Prompt
symptom descriptions in German from Table 3 as is.
C More elaborate query ChatGPT [DE] "3 Most Likely": Diagnosis Retrieval Method
Score
sent to ChatGPT using the symptom descriptions in Ger- A B C D E
man from Table 3, additionally requesting the "3 most 3/3 13 0 0 0 0
likely" diagnoses. 2/3 0 2 0 3 1
D More elaborate query 1/3 0 8 9 5 3 ChatGPT [DE] "10 Most Likely":
sent to ChatGPT using the symptom descriptions in Ger- 0/3 0 3 4 5 9
man from Table 3, additionally requesting the "10 most Avg. 3/3 0.92/3 0.69/3 0.85/3 0.38/3
likely" diagnoses. Avg.[%] 100% 31% 23% 28% 13%
E Ad-hoc query sent to ChatGPT using the ChatGPT [EN]:
symptom descriptions in English from Table 4 as is.
Out of convenience, the letters introduced in this list are used Apart from the overlaps, other interesting observations can be
when referring to a specific prompt in the following paragraphs. made on closer inspection of the results: ChatGPT seems to rigor-
The main takeaway from this evaluation is that none of the used ously follow the instruction to generate n diagnoses and as such,
prompts achieves a complete overlap of 3/3 with NetDoktor for yields consistently 3 diagnoses for prompt C and 10 diagnoses for
any of the personas. Prompt B, achieves the highest score, with prompt D. However, it can be doubted that "most likely" is inter-
0.92/3 i.e. 31%. For our small test set of 13 sets of symptoms, preted in a scientifically backed manner, as ChatGPT often does
these results constitute from 2/3 for two, and 1/3 for seven sets not include even one of the NetDoktor diagnoses and not once
of symptoms. The same prompting strategy in English, denoted all of them. Equally interesting is the inclusion of the necessity
by E, yields worse results, having overlaps of 2/3 for one, and 1/3 to consult a doctor in one form or the other at the end of every
for three sets of symptoms. The two prompts giving ChatGPT result we received, which is likely due to being "hard-coded" for
the task of answering with the "n most likely" diagnoses are legal reasons on the part of OpenAI. This can also be seen in
equally not performing as well as the simple prompt in German: Figure 3. Although ChatGPT and GPT-4o are black boxes and
C achieves 1/3 for 9 sets of symptoms and D yields 2/3 for three LLMs are non-deterministic, we try to document our reported
and 1/3 for five sets of symptoms. This means that prompt D, results as well as possible for replication. You can find all of our Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Alexander Perko and Franz Wotawa
Diagnoses per Set of Symptoms for the better. In our tests, ChatGPT always includes a notice to
Diagnosis Retrieval Methods A-E:
A ... NetDoktor [DE] consult a doctor. Human assessment of the diagnoses cannot be
A B ... ChatGPT [DE] fully bypassed by the proposed evaluation methodology. This B C ... ChatGPT [DE] "3 Most Likely"
D E ... ChatGPT [EN] E Overlap with NetDoktor C 1 D ... ChatGPT [DE] "10 Most Likely" is due to the immanent presence of semantic equivalence and the necessary medical knowledge to find those equivalences. Al-
A
B though such a task is automatable via LLMs as well, the authors
C 2
D of this paper underline the potential implications for undermin-
E
A ing the quality of an evaluation, when fully automated. While our
C 3 evaluation reports results achieved using ChatGPT and GPT-4o, D B
E the proposed methodologies transcend to other LLMs as well. As
B part of future work, we want to repeat our experiments at a larger C A
D scale to achieve representative results. Additionally, we want to E 4
A consider stability metrics, as seen in [11]. Another interesting B C 5 D direction can be further analysis of the relationship between E
A prompt (engineering) and the retrieval of matching diagnoses
B
C 6 as well as their stability. Finally, it would be interesting to com-
D
E pile a corpus of medical symptoms corresponding to diagnoses
A
B including named entities and logical abstractions to perform
C 7
D evaluations as seen in [12] on the medical domain.
E
A
C 8 Acknowledgements B
Sets of Symptoms D
E
B European Union under Grant 101159214 – ChatMED. Views and C 9 A The work presented in this paper was partially funded by the
D opinions expressed are however those of the author(s) only and E
A do not necessarily reflect those of the European Union. Neither B C 10 D the European Union nor the granting authority can be held re- E
A sponsible for them.
B
C 11
E References D
A
B [1] AMBOSS GmbH. 2024. Amboss. https : / / www . amboss . com. Accessed:
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Peter Szolovits. 2020. What disease does this patient have? a large-scale
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2
https://zenodo.org/doi/10.5281/zenodo.13765345
HomeDOCtor App: Integrating Medical Knowledge into GPT
for Personal Health Counseling
Matic Zadobovšek Primož Kocuvan Matjaž Gams
matic.zadobovsek@gmail.com primoz.kocuvan@ijs.si matjaz.gams@ijs.si
Faculty of Computer and Department of Intelligent Systems, Department of Intelligent Systems,
Information Science Jožef Stefan Institute Jožef Stefan Institute
Ljubljana, Slovenia Ljubljana, Slovenia Ljubljana, Slovenia
Abstract in less researched areas and specific issues [19]. As a result, it
The escalating workload demands on healthcare professionals makes sense to think about augmenting the existing LLM with
are leading to systemic overload, resulting in a decline in the verifiable resources that can help to improve it. One of the most
efficiency of public health services. This situation necessitates important issues regarding the use of LLMs relates to the aspect
the development of solutions that can alleviate the burden on of secure use of health data. When using commercial LLMs, the
physicians while ensuring comprehensive patient care. Recent data is passed to them and the user should be informed with
advancements in generative artificial intelligence, particularly appropriate disclaimers about the use and processing of the data
in the field of medicine, have demonstrated that large language they have entered. In an ideal situation, we would use our own
models (LLMs) can outperform doctors in specific tasks, high- LLM, running on a local server, and have full control over the im-
lighting their potential as valuable tools for reducing the strain plementation, but this raises different issues. Creating your own
on healthcare providers. This study focuses on the development LLM is a time-consuming and costly process, so our research
of the HomeDOCtor application, which integrates additional val- focused on extending the best LLM currently on the market,
idated medical knowledge into the GPT-4o LLM. The objective of GPT-4o.
this application and the enhanced LLM is to offer users reliable In our case, we focused on the Slovenian healthcare sector and
access to a medical chatbot capable of providing accurate and the adaptation of the LLM to the needs of the average user. The
timely responses to health-related inquiries. The chatbot’s be- aim was to develop an application (HomeDOCtor) that would
havior has been meticulously tested and refined in collaboration allow all Slovenian citizens to get medical help 24/7 without
with a team of physicians. The findings of this research offer the need to contact a personal doctor. As a result, performance
insights into the development of such systems and explore their testing is crucial, as even the smallest errors can lead to serious
potential application within the Slovenian healthcare system. consequences [8].
The core research hypothesis posits that the system, enhanced
Keywords with additional modules integrated into a GPT, will provide more
large language models, GPT-4o, vector embeddings, vector databases, effective medical advice to the general Slovenian population compared to existing GPTs. natural language processing, prompt engineering In section 2 we present all the datasets used to extend the LLM.
There are worldwide growing problems in the health sector due 1 Section 3 systematically describes the approach and technologies Introduction used to develop the software solution. Section 4 shows the results of the developed solution and an example of a user conversation to an ageing population and a shortage of health experts [13, 17]. with the improved LLM. Section 5 describes how performance The field of Natural Language Processing (NLP) has recently seen was tested and how doctors helped to guide LLM to get the an increase in the number of LLMs being customised for different desired outcome. Section 6 presents concluding thoughts and domains [2]. Increasingly, we are also seeing their integration possible improvements. into the field of medicine, which is one of the core domains of
today’s society [14, 22, 11, 20]. Currently, OpenAI’s GPT-4o is
considered to be the most powerful LLM, which also performs 2 Datasets
best in the area of health questionnaires and other related tasks To improve the knowledge of the existing ChatGPT-4o, data from
[16, 12, 1, 5]. verified sources was obtained. The addition of new data allows
Because of their advanced ability to understand natural lan- the GPT to answer questions using its existing knowledge, as well
guage text, there are many potential applications [8, 3]. Patients as to address a broader range of questions that require specialized
can talk to the GPT, describe their symptoms in detail, include knowledge. In this case, it is about integrating information on
documents to past treatments and then get a friendly response Slovenian healthcare [4].
in seconds. This is particularly useful when the patient is unable
to access their personal doctor or simply wants to get feedback
before taking further action. LLMs are trained on a huge amount 2.1 Insieme Platform
of data, but there is the possibility of hallucination, especially The Insieme platform is the core building block of the dataset used
[9]. The platform integrates hand-crafted expert-based knowl-
work must be honored. For all other uses, contact the owner/author(s). Permission to make digital or hard copies of all or part of this work for personal edge that is accessible to users on all devices and contains basic or classroom use is granted without fee provided that copies are not made or information on Slovenian healthcare. distributed for profit or commercial advantage and that copies bear this notice and The information is organised hierarchically by medical spe- the full citation on the first page. Copyrights for third-party components of this cialty. By clicking (or visiting) on one of the branches, the user is Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia redirected to a sub-page that provides an overview of the diseases © 2024 Copyright held by the owner/author(s). and other services that belong to the selected field of medicine. https://doi.org/https://doi.org/10.70314/is.2024.chtm.8
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Zadobovšek, Kocuvan, Gams
Each of the diseases is accompanied by a set of key data that 3.1 Fine-tuning
allows the user to get everything they need in one place. This One solution is fine-tuning, which allows a pre-trained LLM to
includes: add external data sources to a LLM that already has its own
• basic information about the diagnosis, existing knowledge [10]. The idea is that instead of creating an
• professional help (list of clinics in Slovenia), LLM from scratch, an existing LLM is used and further adapted
• apps (where the user can upload their pictures, ask for to the user’s operational needs. Fine-tuning typically works on
opinion, etc.), the principle of supervised learning, where the LLM needs to
• associations in Slovenia, be given examples of the input and the expected output. With
• articles, additional learning, the LLM is able to use the new data. This
• forums, directly influences the change of parameters (weights) in the
• video content, and model and its performance. The problem arises in that, due to
• image content. the large amount of parameters in modern LLMs, the whole
display of the information for skin cancer. Figure 1 shows an example of one of the pages illustrating the learning process may be impractical due to the cost of training an outsourced LLM. Additionally, any incorporated data is static, meaning that the learning process must be repeated whenever All data have been compiled in collaboration with doctors adding new data. As a result, fine-tuning is not the best solution and are therefore suitable for use as a primary source for the in cases where we know that the data will change, and we will extension of the LLM. The aim is to enable users of the platform be constantly adding new data. to quickly obtain information on Slovenian healthcare that they
can understand.
3.2 Storing data
2.2 Other resources The data obtained by web scraping was stored in a vector data-
The Med.Over.Net Health Forum was used as one of the two re- base, which allows efficient management of the vector data [21].
maining data sources. The forum is divided into different branches The raw data obtained (e.g. PDF and Markdown files) are un-
questions within them. Each of the sub-forums has an assigned aged by the LLM. While documents can be added as attachments in the web interfaces of platforms such as ChatGPT (OpenAI’s of medicine where users can create new conversations and ask suitable for direct use with LLMs as they cannot be directly man-
questions. All other forum users can also join the conversation. web LLM access), this is only useful in the context of a single moderator (a doctor) who carefully reviews and answers the
whereby all extracted data was stored in a single PDF file. nent access to information sources without the need for manual addition of documents by the user. All data from the online forum was extracted using web scraping, conversation. In our case, we would like the LLM to have perma-
The second source is the Home Doctor Encyclopaedia (The
without the need to visit a doctor. Home Doctor - Practical Medicine for Every Household), which 3.2.1 Vector embeddings. Each of the documents is converted is in the field of practical home medicine. It contains useful tips into vector embeddings, which allow the text to be presented in on how people can help themselves by applying helpful advice a numerical notation that can be understood by a computer [6]. From this notation, the computer can understand the meaning In the future, consideration will be given to adding new re-of the text and determine the meaning between the words in sources, in particular a better medical book suitable for Slovenian the input. This is useful in many NLP tasks, e.g. search engines, healthcare. For now, we have focused on the three data sources sentiment analysis, recommendation systems and so on. We use mentioned above. vector embeddings to be able to extract information relevant to
the corresponding question based on user input.
Modern LLMs have a limitation in the form of a context win-
dow, which determines how much text they can process within a
single user input. Because of this limitation, we need to be care-
ful what additional information is sent to the LLM, as we could
quickly exceed the context window by sending all data sources.
E.g. if the user’s question is about skin cancer, we only want to
get information about that specific disease. As a consequence, we
have divided the text into chunks, where each chunk contains
data for only one of the diseases. Similar care has been taken with
the encyclopaedia and the Med.Over.Net online forum. Meaning-
ful paragraphs have been grouped together to form one chunk
of text. Thus, only the key chunk that is most likely to contain
Figure 1: Image of the skin cancer disease subpage on the the answer to the question asked will be provided to the LLM.
Insieme web platform. For each of the chunks, a vector embedding has to be created
using an appropriate model (e.g. text-embedding-ada-002 from
OpenAI). The vector databases (e.g. Redis) have to be used to
store the resulting vector embeddings properly.
3 Methodology 3.2.2 Vector databases. The vector database allows the storage
This section presents the design of a system that extends the of unstructured data and fast retrieval due to efficient indexing
LLM GPT-4 with acquired knowledge resources and outlines the of the data. In our case, we use them to store individual chunks
architecture of the developed application. and their associated vector embeddings [7].
Integrating Medical Knowledge into GPT Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
Over all stored chunks, vector search is enabled, which means 3.4 Application architecture and used
that the chunks whose vector embeddings most closely match the technologies
query vector are returned. The query vector represents the user A brief overview of the technologies used to develop the software input, which is converted into vector format. Cosine similarity, solution is presented below. Euclidean distance, inner product and other metrics can be used
to measure similarity between vectors. 3.4.1 Flutter. The Flutter framework was used to develop the
The configuration used to retrieve the chunks can be modified: front-end part of the system. The reason for using it is that it
e.g. specifying the required similarity threshold and the number allows us to develop applications that work on all platforms by
of chunks retrieved. writing unified code in the Dart programming language. It then
gets compiled into code for the dedicated platform. This way, the
An alternative solution is Retrieval-Augmented Generation (RAG), 3.3 application works on web browsers as well as in the form of a RAG mobile application. Otherwise, we would have to use multiple programming languages to ensure support on multiple devices, where the LLM calls an external database containing all our data which would slow down development. when the user provides a question [15]. Relevant data is retrieved
from there and passed directly to the LLM, which uses this data in 3.4.2 Redis. The Redis database was used to store all additional
the generation of the answer. In this case, the basic architecture knowledge resources. It is a NoSQL database that stores data in
of the LLM used remains completely unchanged, as it accesses key-value format and also works as a vector database. The data
a separate building block to retrieve the data. It is a cheaper so- is stored in memory, which helps significantly with data retrieval
lution that allows dynamic data extraction. Data can be deleted, and overall application responsiveness.
modified and newly added to the database at any time. 3.4.3 LangChain. The LangChain framework offers a number of The Retriever is responsible for retrieving relevant pieces of functionalities that facilitate the development of applications that text from the vector database. The user question is converted involve working with LLMs [18]. It allows us to easily connect into vector embedding, and then the most similar chunks are to a vector database, retrieve documents, call arbitrary LLMs, retrieved to help guide the LLM to the correct answer. A merged modify system instructions and so on. query is then created containing the original user question, the
extracted chunks of text and any other system instructions given. 3.4.4 FastAPI. The FastAPI framework allows the creation of
In the final step, the LLM generation produces an answer based RESTful APIs that can be accessed by the HomeDOCtor applica-
on the query, which is passed to the user. tion. It uses Uvicorn for the server implementation and allows
Compared to fine-tuning, RAG allows the system to change processing of requests received from users. These requests are
continuously (adding new knowledge sources), makes the oper- related to the processing of the received questions and the execu-
ation more understandable (we can check which pieces of text tion of all the necessary tasks to obtain the appropriate response
have been passed to the LLM) and reduces the possibility of hal- from the LLM.
rectly, as the parameters of the original model remain completely container to facilitate development and deployment to the server. All the necessary configuration is included in the container, unchanged, but we can help by writing system instructions. Sys- which runs on the system without the need to install the rest of tem instructions further guide the operation of the chatbot and added). The style of writing the answers cannot be changed di- 3.4.5 Docker. The entire application was packaged in a Docker lucination (verified pieces of text from the selected domain are
play a very important role in achieving a user-friendly behaviour the programming libraries and tools.
of the system. 3.4.6 Firebase. The Firebase platform offers a number of useful
All of these features make RAG a suitable choice for enriching functionalities such as user authentication, application usage
the work of an existing LLM with validated information in the analytics, cloud storage and a real-time database (NoSQL cloud
chosen field. database, which in our case is used to store the necessary user
The schematic design of the RAG system can be seen in the data).
figure 2 below.
4 Results
The HomeDOCtor app allows users to access a chatbot that is
constantly available to answer their questions. Users can access
the app on their browsers or via a mobile app. The user inter-
face allows users to view the history of the conversation, ask
questions, include their own documents as an attachment (e.g.
PDF documents of previous exams), get a PDF summary of the
conversation and additional information in three side windows.
By clicking on the "End session" button at the bottom of the
screen, all data is deleted, and the user is redirected to the main
page where they can start a new conversation with the chatbot.
Initially, HomeDOCtor determines what kind of conversa-
tion is being had. In the case of a simple chat, no additional
Figure 2: Demonstration of how the RAG system works. information is displayed. However, if the system detects that the
conversation is about the user’s health, additional information
is displayed in three side windows. This additional information
is dynamically updated according to the progress of the user’s
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Zadobovšek, Kocuvan, Gams
conversation with the chatbot. The first window gives a list of 2. Is there anything that seems to make your symptoms
possible medical conditions, the second window gives advice better or worse, such as certain foods, drinks, or activities?
on how the user could help himself, and the third window tells • User: I tried drinking some warm tea with honey, which
whether a visit to the doctor would be necessary. This way, the soothed my throat for a while. My headache seems to get
user can receive a comprehensive overview of the conversation a bit worse when I’m looking at screens for too long.
so far and get an opinion that adapts to the course of the conver- • HomeDOCtor: Thank you for the additional information.
sation. It sounds like you might be experiencing symptoms of a
Figure 3 below shows the user interface of the HomeDOCtor common cold or another mild infection. Here are a few
application. We can see the user’s conversation with the chatbot recommendations:
in Slovenian and the display of additional information in the three 1. Rest and Hydration: Ensure you get plenty of rest and
side windows along the right edge. When answering questions, stay well-hydrated.
GPT-4o uses its existing knowledge, incorporating as often as 2. Warm Teas: Continue drinking warm teas with honey
possible additional sources of knowledge (especially from the to soothe your throat.
Insieme platform). 3. Limit Screen Time: Try to reduce your screen time to
Using the app, users get instant help from a chatbot. The help with your headache.
chatbot first tries to collect sufficient data before proceeding to 4. Steam Inhalation: Consider steam inhalation to relieve
further advice. In the course of the treatment, the user is advised any nasal congestion you might have.
on different forms of help (websites, questionnaires, forums, apps, For additional relief, you can visit a pharmacy for over-the-
visits to pharmacies, etc.). A visit to the doctor is only advised in counter options. You can find more information about med-
urgent cases, when HomeDOCtor considers that the situation is ications at https://mediately.co/si and http://www.cbz.si.
too complicated or further medical treatment is needed. If your symptoms worsen or persist for more than a week,
it’s advisable to consult a healthcare professional.
• User: Thank you for the advice. Where could I get more
information?
• HomeDOCtor: You’re welcome! For more information on
common conditions and treatments, you can check these
resources:
1. Med.Over.net: https://med.over.net
2. Ars Pharme - Zdravstveni nasveti:
https://www.arspharmae.com
3. Triglav Zdravstveni Nasveti: http://www.triglavzdravje.si
If you need more personalized advice, consider visiting a
pharmacist or consulting with a healthcare professional.
Figure 3: An example of a user talking to the HomeDOCtor 5 Evaluation
chatbot. Additional information is visible on the side. The full operation of the HomeDOCtor app and chatbot was
carried out by the authors and medical experts. After consulting
An example of a conversation from a user who consulted with doctors and identifying the key performance points, iterative
the developed chatbot is shown below. We can see the user’s and collaborative development followed, gradually introducing
questions and all the corresponding answers. changes and improving the performance of the chatbot.
• User: I have a slight headache and a bit of a sore throat Doctors have contributed significantly to improving the app
today. through rigorous testing, ensuring that the user can get the best
• HomeDOCtor: I understand. Let’s gather some more infor- possible results to their questions. We have been careful to ad-
mation to better assist you. dress situations where a doctor’s visit is not necessary. In many
1. How long have you been experiencing these symptoms? cases, non-urgent situations only add to the workload of doctors.
2. Do you have any other symptoms, such as fever, cough, In our system, we have tried to avoid this as much as possible
or body aches? by trying to refer the user to other resources that would be good
• User: I’ve been feeling this way for about two days now. and useful enough for them, and only as a last resort recommend-
It started with just a mild sore throat, and the headache ing a visit to the doctor. Of course, a visit to the doctor should
came yesterday. not always be avoided, so it is crucial that the system is able to
• HomeDOCtor: Thanks for the information. correctly identify scenarios where this is really necessary. These
1. How severe are your headache and sore throat on a scale are mainly cases where additional diagnostics are needed, which
from 1 to 10? are difficult for the LLM to perform on its own. Doctors have
2. Have you noticed any other symptoms, like nasal con- been particularly helpful in the project by further adapting the
gestion, fatigue, or body aches? system instructions, which detail how to deal with all scenarios.
• User: I’d say my headache is about a 4 out of 10. It’s more We compared HomeDOCtor with other large language mod-
of a dull ache, not too intense, but definitely noticeable. els on the market, but focused the most on comparing it with
The sore throat is a bit worse, probably a 6 out of 10. the regular GPT-4o model, which our system uses for its basic
• HomeDOCtor: Thank you for the details. operation. The main differences are in the flow of the conversa-
1. Have you taken any over-the-counter medications or tion, as HomeDOCtor is customised by the system instructions
home remedies for relief? If so, have they helped? to follow specific scenarios and ask questions that are key for
Integrating Medical Knowledge into GPT Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
providing further advice. Thus, by simulating a conversation of make available to users (information on clinics, apps, articles,
a user who starts the conversation by listing symptoms, a com- video content in that language).
parison between the two systems can be made. According to In the future, work will be carried out on improving the chat-
the clinicians’ evaluations, HomeDOCtor appeared to be better bot, taking into account the opinions of external users, who in
at asking sub-questions and guiding the user through the treat- this case are also our target group. This research has shown that
ment. A further important difference can be seen in the display generative artificial intelligence has a great potential application
of videos and images, as HomeDOCtor can display them right in the field of medicine and could make a significant contribution
within the app, whereas GPT-4o creates fictional images or often to relieving the burden on the healthcare system.
provides links to non-existent videos. HomeDOCtor also often
gives practical advice on how users can help themselves at home Acknowledgements
and carefully evaluates when it is really necessary to redirect the We thank members of the Department of Intelligent Systems and
user to professional help. medical experts for providing info and testing the system. This
Testing of the system has demonstrated the added value of the project is funded by the European Union under Horizon Europe
included knowledge sources, though formal validation tests are (project ChatMED grant agreement ID: 101159214). still pending. Nevertheless, the scientific hypothesis that superior
performance can be achieved compared to the original GPT is References
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many languages. The key component would thus be to obtain
all the necessary country-specific information that we want to
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Zadobovšek, Kocuvan, Gams
[22] Peng Zhang and Maged N Kamel Boulos. 2023. Generative ai in medicine
and healthcare: promises, opportunities and challenges. Future Internet, 15,
9, 286.
Standards for Use of LLM in Medical Diagnosis
Mihailo Svetozarević Isidora Janković Sonja Janković
Clinic for Neurology Center for Radiology Center for Radiology
University Clinical Center Niš University Clinical Center Niš University Clinical Center Niš
Niš, Serbia Niš, Serbia Niš, Serbia
mihailo.svetozarevic@gmail.com isidora_jankovic@yahoo.com sonjasgirl@gmail.com
Stevo Lukić
Clinic for Neurology
University Clinical Center Niš
Niš, Serbia
srlukic@gmail.com
Abstract simulate human learning, comprehension, problem solving and
critical decision making. AI approaches human cognition in two
Artificial intelligence, particularly large language models
distinct ways, the symbolic and the connectionist approach [1].
(LLMs), is increasingly being recognized for its potential to
The symbolic approach aims to replicate human intelligence by
revolutionize medical diagnosis by mimicking human cognitive
analyzing cognition independent of the biological structure of the
functions in clinical decisionmaking. Despite promising
central nervous system while the connectionist approach aims to
developments, such as the ability to pass medical exams and
create neural networks that imitate the brains’s structure. To
assist in complex diagnostic processes, LLMs still face
realize the potential of AI in healthcare, we believe that the
significant hurdles, including issues with accuracy, bias, and
systematic approach to evaluation and benchmarking can get us
safety. This paper critically consider evaluation of LLMs
to a place where AI can be a net positive for health systems.
performance across various criteria to ensure they meet the
required standards for clinical use. Several dimensions of
evaluations such as accuracy, calibration, and robustness are 2 LLM’s in Medicine used. While LLMs and generative AI more broadly show real
The rapid advancements in AI, particularly in the realm of large
potential for healthcare, these tools are not ready yet. The language models (LLM’s), have transformed various sectors,
medical community and developers need to develop more including healthcare [2,3]. LLM’s and Chat GPT in particular has
rigorous evaluation, analyze across specialties, train on real-
earned much attention in recent years due to its ability to
world data, and explore more useful types of GenAI beyond
complete tasks previously considered completable by humans
current models. But ultimately, we believe these tools can help
alone as in passing United States Medical Licensing Examination
in improving both physician workload and patient outcomes. We [4]. The ability of LLM’s to accurately answer questions, provide
urgently need to set up evaluation loops for LLMs where models
advice and even triage patients based on clinical input exceeds
are built, implemented, and then continuously evaluated via user
that of the everyday person. However, the accuracy of these
feedback.
systems to resolve real world medical issues is yet to exceed that
Keywords of a fully trained physician. Also, a finite percentage of LLM
answers to patients had safety errors, and in one instance the
large language models, artificial intelligence, clinical AI advice given to a patient could have been fatal [5]. In order to
implementation, AI in clinical practice, AI safety in healthcare avoid this error in the future it is essential to assess these models
through rigorous comparative benchmarks. One of the most
critical aspects of benchmarking medical LLM’s is comparing
1 Introduction their performance with existing clinical decision support systems
Artificial intelligence (AI) by its definition, and in the broadest (CDSS) and other AI models. Traditional CDSS, often rule-
of terms, represents intelligence exhibited by computer systems. based or statistical, have been used in healthcare for decades to
The main goal of AI is to enable computers and machines to assist clinicians in making evidence-based decisions. By
mimic human cognitive function. In other words, it aims to comparing LLMs to these systems, researchers can determine
whether the new models offer significant improvements in
accuracy, speed, and comprehensiveness [6]. For example, a
Permission to make digital or hard copies of part or all of this work for personal or comparative benchmark might involve evaluating the diagnostic
classroom use is granted without fee provided that copies are not made or distributed accuracy of an LLM against a well-established CDSS in
for profit or commercial advantage and that copies bear this notice and the full
citation on the first page. Copyrights for third-party components of this work must predicting outcomes for specific conditions, such as sepsis or
be honored. For all other uses, contact the owner/author(s). diabetes. The LLM’s ability to incorporate a broader range of
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia data, including unstructured text from electronic health records
© 2024 Copyright held by the owner/author(s).
https://doi.org/10.70314/is.2024.chtm.9 (EHRs), could be a key factor in outperforming traditional
systems [7]. However, it is also crucial to consider scenarios
where traditional systems might still have an edge, particularly can highlight areas where LLMs might support clinicians, such
in specialized tasks where they have been finely tuned over many as providing second opinions or identifying potential errors in
years of clinical use [8]. Outside of primary care, radiology is human judgment, rather than replacing them [12]. Randomized
perhaps the medical branch that has been the most upfront and controlled trials (RCTs) are considered the gold standard in
welcoming to the use of new technology [2,3]. The concept of clinical research for evaluating the efficacy of innovations.
computer-assisted diagnosis (CAD) is well known. AI’s provide Comparative benchmarking of LLMs can also involve assessing
substantial aid by labeling abnormal or most often borderline how well these models predict or align with outcomes from
exams or simply by quickly excluding negative exams in RCTs. For example, an LLM could be tested on its ability to
computed tomographies, X-rays, magnetic resonance images recommend treatments for stroke prevention based on patient
especially in high volume settings like the emergency room data, and its recommendations could be compared with those
where human resources might be less available. AI-driven validated by RCTs [7]. However, this approach presents a set of
diagnostic tests have the potential to overcome several current challenges, as RCTs often involve highly controlled
limitations in the clinical approach to patient care [9]. Namely environments that might not fully capture the complexities of
the clinical review, time to diagnosis, diagnostic accuracy and real-world clinical settings. Currently LLMs are most often
consistency. In tandem with AI, diagnosticians of all medical tested on small datasets acquired for a specific research study or
branches are capable of improving measures of diagnostic large public benchmark dataset, both of which are usually
accuracy (mainly sensitivity and specificity) as well as collected on a limited number of very similar sites with
minimizing observer variability in specific patient interpretation. consistent diagnostic techniques. This does not reflect the
This proves most useful in settings where the clinical diagnosis substantial differences in manufacturer, quality and clinical
is in question – such as with complex patient presentation or in practices often found in real-world hospitals. As an example, the
patients with long histories and various comorbidities. Currently UK Biobank, a widely employed public imaging benchmark
not many prospective studies and randomized trials exist in dataset includes brain magnetic resonance images (MRI) for a
medical AI application. Most are not prospective, are at high risk total of 100,000 patients and more. It restricts image acquisition
of bias and deviate from existing report standards. Data to four sites each of which has identical equipment in terms of
availability is lacking and human cooperator groups are more hardware and software and performs regular quality check to
often small and inadequate. LLM’s, in particularly GPT-3, has ensure the harmonization of data. In contrast most medical
shown promise in various clinical applications, ranging from centers, including our own in Serbia, extracts data from clinical
creation of patient notes to helping healthcare providers diagnose archives over a period of 20 years which reflects the much more
rare conditions. However, it is important to recognize the diverse array of available data in everyday settings. Another
inherent limitations of these systems. point of interest is a lack of consensus on which dimensions of
evaluation to consider and prioritize for various healthcare tasks.
While accuracy is the most often examined dimension when
3 Standardized Evaluation Framework for evaluating LLM performance, other dimensions such as fairness,
Assessing LLM’s Clinical Utility for Future bias and toxicity, robustness, and deployment considerations
Clinical Practice need to be considered as well [13]. Therefore, while alignment
with RCT outcomes is a strong indicator of an LLMs clinical
Medical diagnosis involves a complex process in which a relevance, it is also important to test these models in more varied
practitioner uses objective data from a clinical exam, as well as and less controlled environments to ensure their robustness [11].
data collected from medical tests along with self-described Unlike traditional systems or statistical models that remain
subjective symptoms to conclude the most likely health problem. relatively static once developed, LLMs can be continuously
This kind of approach relies heavily on the synthesis and updated and refined. This raises the question of how implement
individual interpretation of a vast amount of information from models that are constantly evolving. Development of
various sources. These most often include available patient standardized benchmarks that can be applied across different
histories, clinical exam data correlated with current medical versions of a model are essential to address this challenge [14].
literature. In this setting LLM’s open up new opportunities for These benchmarks help identify areas where LLMs can enhance
enhancing the diagnostic process. In order to better evaluate the clinical practice and highlight the potential risks or limitations
LLMs clinical utility a direct comparison must be made between that need to be addressed [6]. By rigorously comparing LLMs
LLMs and human clinicians. This approach is essential to gauge against existing systems, human clinicians, and traditional
how well AI models can replicate or even enhance the decision- models, we can ensure that these advanced AI systems are
making process of experienced healthcare professionals. Studies integrated into healthcare in a way that maximizes their benefits
often involve presenting both clinicians and LLMs with the same while minimizing potential harms [10]. In general, there is a lack
clinical cases and comparing their diagnoses, treatment of consensus on what to consider and prioritize for various
recommendations, and reasoning [10]. Human clinician healthcare tasks. Several dimensions of evaluations such as
benchmarking can reveal important insights into the strengths accuracy, calibration, and robustness are used [13]. While
and limitations of LLMs. For instance, while LLMs might excel accuracy is the most often examined when evaluating LLM
at processing and synthesizing vast amounts of data quickly, they performance, other aspects such as fairness, bias and toxicity,
may struggle with nuanced cases that require deep contextual robustness, and deployment considerations need to be considered
understanding or ethical considerations that a human clinician as well. A list of possible aspects are presented on Table 1.
might naturally account for [11]. Furthermore, these benchmarks Comparative benchmarks can guide the development of future
AI models. Insights gained from these evaluations can inform
model improvements, such as enhancing interpretability, Comprehensivenes Measures how Human evaluated
reducing bias, or improving performance on specific tasks. As s well an LLMs comprehensiveness
the field of AI in healthcare continues to evolve, comparative output , fluency, UniEval
benchmarking will remain a crucial tool for ensuring that new coherently and relevance
models are both safe and effective for clinical use [8]. concisely
addresses all
aspects of the
task and
reference
provided
Fairness, bias and Measures Human evaluated
Table 1. Comparative benchmarks for evaluation of LLG toxiticy whether an toxicity,
performances in healthcare (adapted and modified from LLMs output counterfactual
Bedi et al. 2024) is equitable, fairness,
impartial, and performance
Dimension of Definition Metric Examples free from disparities across
Evaluation harmful race
Accuracy Measures how Human evaluated stereotypes or
close the LLM correctness, biases,
output is to the ROUGE, ensuring it
true or MEDCON does not
expected perpetuate
answer injustice or
toxicity across
Calibration and Measures how Human evaluated
diverse groups
Uncertainty uncertain or uncertainty,
t an LLM is Deployment Measures the Cost, latency, underconfiden calibration error,
about considerations technical and inference runtime Platt scaled
output for a parametric its calibration slope
specific task details of an LLM to
Robustness Measures the Human evaluated generate a
LLMs robustness, exact desired output
resilience match on LLM
against input with
adversarial intentional typos,
attacks and F1 on LLM input
perturbations with intentional use
like typos of word synonyms 4 Conclusion
Factuality Comparative benchmarking is a critical process in the Measures how Human evaluated
an development and deployment of medical large language models. LLMs factual consistency,
output for a By comparing LLMs to existing clinical decision support citation recall,
specific task systems, human clinicians, traditional statistical models, and citation precision
originates outcomes from randomized controlled trials, we can gain a
from comprehensive understanding of their strengths, limitations, and a
verifiable and potential impact on healthcare. As AI continues to play an
citable source. increasingly prominent role in medicine, rigorous comparative
It is important benchmarks will be essential for ensuring that these models
to note that it deliver on their promise of improving patient care while adhering
is possible for to the highest standards of safety and effectiveness.
a response to
be accurate but Acknowledgments
factually Views and opinions expressed in this paper are those of the
incorrect if it author(s) only and do not necessarily reflect those of the
originates European Union. Neither the European Union nor any other
from a authority can be held responsible for them. All authors
hallucinated contributed equally in the final version of this paper. This project
citation is funded by the European Union under Horizon Europe (project
ChatMED grant agreement ID: 101159214).
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Using Combinatorial Testing for Prompt Engineering
of LLMs in Medicine
Alexander Perko
Iulia Nica
Franz Wotawa
alexander.perko@ist.tugraz.at
inica@ist.tugraz.at
wotawa@ist.tugraz.at
Graz University of Technology, Institute of Software Technology
Graz, Austria
Abstract In this paper, we contribute to verifying and validating LLMs
focusing on the impact of prompts. In particular, we introduce
Large Language Models (LLMs) like GPT-4o are of growing inter-
and discuss a methodology based on combinatorial testing [21]
est. Interfaces such as ChatGPT invite an ever-growing number
for generating various versions of prompts for medical queries.
of people to ask questions, including health advice, which brings
We rely on testing because it is a methodology to straighten
in additional risks for harm. It is well known that tools based
the view on finding interactions with a system under test (SUT)
on LLMs tend to hallucinate or deliver different answers for the
that leads to unexpected behavior. Hence, in testing, we want
same or similar questions. In both cases, the outcome might be
to provide interactions that make a system fail. Combinatorial
wrong or incomplete, possibly leading to safety issues. In this pa-
testing is a test methodology that has proven to be effective
per, we investigate the outcome of ChatGPT when we ask similar
in finding test cases, i.e., inputs given to a system, to provoke
questions in the medical domain. In particular, we suggest using
a failing behavior. In particular, combinatorial testing focuses
combinatorial testing to generate variants of questions aimed at
on interacting parameter values that reveal faults. In previous
identifying wrong or misleading answers. In detail, we discuss the
work, Kuhn and colleagues [22] showed that strictly less than 7
general framework and its parts and present a proof-of-concept
interacting parameters must be considered for many applications.
utilizing a medical query and ChatGPT.
Besides its effectiveness, combinatorial testing is a good testing
Keywords methodology for LLMs that consider prompts. For the latter, we
need different combinations of textual fragments to show differ-
Large Language Models, ChatGPT, Prompt Engineering, Combi-
ences in the outcome. Combinatorial testing provides such com-
natorial Testing, Validation
binations and also avoids leading to a combinatorial explosion
1 of potential prompts when restricting the number of considered Introduction
fragment interactions.
The use of LLMs in medicine has been of growing interest. In a
We organize the paper as follows: We first introduce the foun-
recent publication [9], the authors discuss the future of LLMs in
dations. For this purpose, we discuss related research on testing
medical applications. Although using such a model may lead to
LLMs, and introduce the basic concepts behind combinatorial
improved communication and other advantages, some drawbacks
testing. Afterward, we introduce the general testing methodology
prevent using such models and tools. It is well known that LLMs
for generating different prompts focusing on the medical domain.
like ChatGPT [33] have shortcomings like hallucinations [46].
In addition, we illustrate the use of the methodology considering
Hallucinations are answers with incorrect claims that do not
one particular medical query. Finally, we conclude the paper.
depend on training data. Such answers, unfortunately, cannot be
necessarily identified as wrong and, therefore, might be harmful, 2 Related Research especially when dealing with medical questions. There are meth-
In the past several years, considerable efforts have been made to
ods for detecting hallucinations, e.g., see [11]. Hence, verifying
evaluate LLMs. The first indicator is the wide variety of bench-
and validating tools based on LLMs to ensure a harmless use is
of utmost importance. marks
which have emerged in order to test and compare their
performance on various tasks. In [6], the authors compile a selec-
When using LLMs for queries, the form of the query, i.e., the
tion of 46 popular benchmarks. Among them, we can differentiate
prompt, is of great importance. Although there has been much
between benchmarks used for general language tasks, like Chat-
work on how to improve writing prompts in various setups, e.g.,
bot Arena [7], MT-Bench [49], HELM [25], or MMLU [13] and
[28], there is only little scientific work, e.g., [24], providing sta-
domain-specific benchmarks, like MATH [14], concentrated on
tistical evidence. However, it is generally agreed that the query’s
assessing reasoning and problem-solving capabilities of AI mod-
structure has a significant impact on the output of a LLM. There-
els in mathematics, APPS [15] for evaluating code generation, or
fore, we need to consider different prompts in any verification
MultiMedQA [41] with focus on medical examinations, medical
and validation procedure.
research, and consumer healthcare questions.
Permission to make digital or hard copies of all or part of this work for personal
Further on, depending on the human involvement in the evalu-
or classroom use is granted without fee provided that copies are not made or
ation process, there are two common methods: human evaluation
distributed for profit or commercial advantage and that copies bear this notice and
the full citation on the first page. Copyrights for third-party components of this and . Human evaluation becomes a natural automatic evaluation work must be honored. For all other uses, contact the owner /author(s).
choice in many non-standard cases, where the automated evalua-
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
tion metrics are either not suitable or insufficient. For example, in
© 2024 Copyright held by the owner/author(s).
https://doi.org/https://doi.org/10.70314/is.2024.chtm.10 [25], the evaluators analyze summarization and disinformation
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Perko et al.
scenarios, while in [2] analogical reasoning tasks. Also, Ziems of the responses remains roughly equivalent to those provided
et al. [50] used the annotations from researchers for generation. for the original test set.
Although it can provide more comprehensive and accurate feed-
back than the automatic evaluation, the human evaluation may 3 Combinatorial Testing suffer from a high variance and instability due to cultural and
Combinatorial testing aims to generate test cases by consider-
individual biases. On the other hand, the automatic variant bene-
ing a system’s input model. The input model comprises a set
fits from higher standardization. LLM-EVAL [26], for instance, of parameters (or variables) 𝑥 1 {, . . . , 𝑥 𝑛 and a not necessarily }
is a unified multidimensional automatic evaluation method for
different domain 𝑑𝑖 for each parameter 𝑥𝑖 . The domain itself is a
open-domain conversations with LLMs. Jain et al. [18] proposed a
finite set of values a parameter can take. A test case is a 𝑛-tuple
self-supervised evaluation framework, and also PandaLM [45] ob- ∈ ∈ { }
specifying a value 𝑣𝑖 𝑑𝑖 for every parameter 𝑥𝑖 𝑥1, . . . , 𝑥𝑛 .
tained reproducible and automated language model assessment
A test suite is a set of test cases. Usually, we write a test suite as
by training an LLM that acts as the ’judge’ to assess different
a table where the columns are the parameters, and the rows have
models. For more details on the specific key metrics and factors
their corresponding values.
for both evaluation types, we refer the interested reader to [6].
Given an input model, a complete test suite comprises a row
In addition, is also critical, as LLMs domain-specific evaluation
for each possible value-parameter combination. Obviously, the
are often used in specific areas, such as healthcare or finance, 𝑛 ( )
upper bound of rows is of order 𝑂 𝐷 where 𝐷 is the maxi-
that have specific requirements for the models. In the beginning, mum size of all domains 𝑑𝑖, 𝑖 1, . . . , 𝑛, i.e., 𝐷 max𝑖 = = = ( ) 1,...,𝑛 𝑖 𝑑 .
most evaluation research has been focused on natural language
Hence, computing a complete test suite is not feasible for soft-
tasks. A popular direction here is, for instance, the sentiment
ware or systems comprising a larger number of input parameters.
analysis task, which analyzes and interprets the text to identify
Moreover, applying all test cases is not feasible because the sys-
the emotional inclination. Further on, in the medical field, the
tem’s behavior must also be evaluated. In combinatorial testing,
application of LLM has recently gained significant attention. Ac-
we do not have a test oracle. The focus is only on input gener-
cording to the literature ([6], [5]), most LLMs evaluations in the
ation. Hence, such a test oracle must be added to classify a test
medical field focus on medical queries. ChatGPT, in particular,
case as passing or failing, i.e., indicating whether a test case leads
generated relatively accurate information for various medical
to a correct or wrong output, respectively. It is worth noting that
queries from genetics [10], biomedicine [17], radiation oncology
such a test oracle can be automated, and we will discuss this
physics [16]. Furthermore, several studies have evaluated the
when showing our application for validating LLMs considering
performance and feasibility of ChatGPT in the medical education
medical queries.
field. In [31], GPT-3.5 [4] and GPT-4 [34] models were evaluated
Combinatorial testing avoids computing all possible test cases.
in terms of their understanding of surgical clinical information
The idea behind this is to consider not all parameter combina-
and their potential impact on surgical education and training.
tions but only those combinations of values for a fixed number 𝑘
These findings demonstrate that LLMs can be successfully used
(smaller than 𝑛) of parameters. Hence, a combinatorial test suite
in clinical education, still further efforts may be needed to over-
covers all combinations of values for any subset of parameters of
come limitations. For more details concerning the evaluation of
size 𝑘, which is usually substantially smaller. Such a test suite is
other applications like social science, natural science, engineer-
said to be of strength 𝑘 or to be a 𝑘-wise test suite. If 𝑘 is 2, then
ing agent applications, education, search and recommendation,
the test suite is a pairwise test suite, and we speak about pairwise
and personality testing, we refer the reader to [6].
testing. Note that in practice, pairwise testing is not good enough
Another interesting taxonomy from [6] groups the encoun-
(see [22, 23]). For more information on combinatorial testing
tered testing approaches into three directions: (1) from the ob-
and its foundations, we refer the interested reader to [30, 21].
jective calculation (benchmarking) to human-in-the-loop testing,
There are many algorithms available, including ACTS [47], for
(2) from static to crowd-sourcing test sets and (3) from unified to
computing combinatorial test suites for arbitrary input models
challenging test sets. While unified settings involve test sets with
and strengths. It is also worth mentioning that combinatorial
no preference for any specific task, challenging settings create
testing has been successfully used in many application domains,
test sets for specific tasks. Tools like DeepTest[43] use seeds to
including autonomous driving [20] and security testing [40].
generate input modifications for testing, CheckList [38] builds
In the following, we illustrate combinatorial testing using
test sets based on templates, whereas AdaFilter [36] constructs
a small example. In this example, we assume four parameters
tests adversarially. Furthermore, despite the growing number of
𝑎, 𝑏, 𝑐, 𝑑, all of them only taking values from the Boolean domain
academic projects designed for prompting LLMs [19, 27, 3], just { }
𝑇 , 𝐹 standing for true and false. A pairwise combinatorial test
a few of them support systematic evaluation of textual responses
suite for this input model comprises 6 test cases:
[48, 1]. ChainForge [1] is a visual toolkit that offers on-demand
a b c d
hypothesis testing of the behavior of text-generating LLMs on
1 T T F F
open-domain tasks.
2 T F T T
To our knowledge, the use of combinatorial testing (CT), in
3 F T T F
particular for the testing of LLMs, is reported in a single paper
4 F F F T
[12]. Based on a given original sentence, the authors derive new
5 F T F T
sentences by replacing words with synonyms according to a com-
6 T F F F
binatorial test set. Assuming that the semantics of the original
sentence are preserved in the derived sentences, a test oracle is For any combination of two parameters, e.g., 𝑎 and 𝑐 , this table
created based on existing annotations. In the experimental evalu- comprises all possible combinations of values. Rows 1, 2, 3, and 4
ation from [12], the authors apply generated pairwise sentence already cover all four combinations for these two parameters. For
test sets from the BoolQ benchmark set [8] against two LLMs parameters 𝑏 and 𝑑, rows 1, 2, 5, and 6 are required to cover all
(T5 [37] and LLaMa [44]). The results indicate that the accuracy value combinations. It can be easily checked that this holds also
CT for Testing LLMs in Medicine Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
for any other pair of parameters. Note that pairwise testing in API enables rapid prompt prototyping as well as executing larger
this case only requires 6 test cases. Considering all combinations, test suites with the same underlying model. That said, it would
4 =
we would have 2 16 test cases. For the remainder of this paper, be easy to swap out the SUT and test another LLM using the
as we introduce domains extending beyond boolean values, we same validation methodology.
will use indices when referring to parameter values. For 𝑇 , 𝐹 , We use the expert system "Symptom-Checker" [39], which is { }
the indices would be 0 and 1, respectively, and the first row of curated by medical professionals and freely accessible via Net-
the table above would be represented as 0, 0, 1, 1 . Doktor [29]. Given a set of symptoms, we can automatically [ ]
retrieve diagnoses by traversing a decision tree and answering
4 Validation Methodology yes-no-questions. In addition to "yes" and "no" there is also the
option to skip a question when the inquired information is not
Figure 1 gives a high-level overview of our proposed validation
available. Further questions are asking for age, sex, and main
methodology. The remainder of this section follows the numbers
symptoms, as well as the body part that is influenced the most. We
shown in Figure 1 and discusses the individual elements of our
compute a score by comparing results (i.e., diagnoses) from our
validation pipeline.
SUT ChatGPT with our Golden Model NetDoktor. This is done
The domain of our combinatorial prompt generation pipeline
semi-automatically by first retrieving the diagnoses in the same
can be seen in Table 1, where parameters are components of
format and then assessing their overlap. As NetDoktor always
a prompt and values are (sub-)phrases. Our prototypical set of
yields three diagnoses, our score ranges from 0/3 (no overlap) to
parameters comprises a) symptom presentation, which is an in-
3/3 (complete overlap). In cases where the SUT yields more or less
troductory sub-phrase to the prompt, b) diagnostic focus, which
than three diagnoses, we do not normalize the score. This means
sets the horizon for which kind of diagnoses are expected, c) an
that a result comprising only one diagnosis cannot achieve a com-
additional hint to consider context information such as age, and
plete overlap with NetDoktor and thus cannot achieve a better
d) constraints on how the output should be formulated. Each
score than 1/3. In turn, a result comprising 10 diagnoses cannot
parameter can assume an indexed value from the given set, and
achieve a higher score than 3/3. It must be noted that duplicate
every set of values includes an empty string, which is denoted
diagnoses are only counted once, and semantic equivalence is
by "-".
considered when comparing diagnoses.
Table 1: Domain: Prompt Components and Values by Index
5 Medical Use Case
Parameter For our use case, we assume the downstream task of retrieving
(i.e. Prompt IDX Value diagnoses from an LLM based on a given set of symptoms. As
Component) mentioned earlier in this paper, hallucination is a severe prob-
Symptom 0 - lem when using LLMs. Especially in the medical domain, it is
Presentation 1 list of symptoms of utmost importance that systems are tested and validated in a
"Given the 2 symptoms structured way, as faulty output might have dire consequences
following..." 3 high-level overview of symptoms ranging from misinformation to taking the wrong medication. Diagnostic 0 - However, LLMs cannot be tested exhaustively due to their non-
Focus 1 a probable diagnosis deterministic nature and other factors, such as computational and
2 a differential diagnosis monetary costs. Even testing a restricted domain, such as prompt
3 an emergency diagnosis formulation, given a limited set of input parameters, may lead to
4 the three most likely diagnoses a combinatorial explosion when testing all possible combinations.
5 the ten most likely diagnoses For instance, compare the 24 pairwise combinations, as described
Contextual 0 - above, to all possible 192 combinations from the values in Ta-
Information 1 based on patient’s age and gender ble 1 used with reasonably sized corpus of pathologies, such as
Constraints 0 - DDXPlus [42]: This corpus comprises 134,530 samples (i.e. sets of
"the diagnosis 1 be concise symptoms) from the real world, which yields 25,829,760 possible
should..." 2 be detailed including explanations test cases as compared to 3,228,720 for pairwise testing. Taking
3 have less than 100 words into account cost, we look at 206,134.40$ versus 25,766.80$. Ta-
ble 2 gives a breakdown of the number of tokens for prompts
as well as their cost, assuming the current pricing of GPT-4o,
In our prototype implementation, we use pairwise testing for
which is 5.00$ and 15.00$ per million input and output tokens,
all parameters seen in Table 1. Note that we treat the sets of symp-
respectively. It has to be mentioned that the input length can be
toms separately from the rest of the input parameters: Symptoms
fully controlled, whereas the length of the output can only be
are excluded from the pairwise combination as we rather want
guided by the prompt. In this case, we always assumed 475 output
to combine each set of symptoms with all pairwise combinations
tokens, which was the average in our preliminary experiments.
of the other parameters. This results in the listed 24 pairwise
The average number of input tokens was 171.1, consisting of 19.1,
combinations per set of symptoms. Finally, the output of our
which are derived from combinations of values seen in Table 1,
combinatorial testing pipeline is textual prompts in natural lan-
and 152 coming from our exemplary set of symptoms, discussed
guage that act as test cases for evaluating an LLM. The resulting
in the following Subsection 5.1.
test suite from pairwise combinations for our exemplary set of
symptoms can be seen in the first two columns of Table 3. For our
preliminary evaluation, we used GPT-4o [34, 35] exclusively. The 5.1 Example
model can be accessed either via ChatGPT [33] or the OpenAI To further explain our proposed validation methodology, we use
API [32]. Having both a chatbot interface and a programmable the following exemplary description of symptoms:
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia Perko et al.
INPUT COMBINATORIAL PROMPT GENERATION TEST SUITE
1 2
Prompt Components Combinatorial Testing Algorithm
+ Prompt
Symptoms
4 5 3
Golden Model Test Evaluation / Score System Under Test
NetDoktor Result Comparison LLM (ChatGPT)
Figure 1: Basic Architecture of Our Validation Methodology.
Table 2: Cost per Size of Medical Corpus
Given the following high-level overview of symptoms, pro-
Corpus Size 1 10 100 ... vide the ten most likely diagnoses based on the patient’s DDXPlus
All Combinations age and gender.
An adult woman is experiencing symptoms in the breast
Combinations 192 1,920 19,200 ... 25,829,760
gland area. Her most troubling symptom is fluid discharge,
Input Tokens 0.03M 0.33M 3.29M ... 4,419M
and she can feel a firm, painless lump.
Input Cost [$] 0.16 1.64 16.43 ... 22,097.36
Output Tokens 0.09M 0.91M 9.12M ... 12,269M
Output Cost [$] 1.37 13.68 136.80 ... 184,037.04 Other than the overlap score, there are severe differences in
Total Cost [$] 1.53 15.32 153.23 ... 206,134.40 the output depending on the used prompt. Figure 2 illustrates
Pairwise Combinations those differences underlined by textual metrics, such as the num-
Combinations 24 240 2,400 ... 3,228,720 ber of words, while Figure 3 highlights the conciseness of the
result as measured by the ratio between the number of words and
Input Tokens 0.004M 0.04M 0.41M ... 552M
Input Cost [$] 0.02 0.21 2.05 ... 2,762.17 the number of diagnoses. Most notably, the constraints to asking
the LLM to provide concise diagnoses or limiting the number
Output Tokens 0.01M 0.11M 1.14M ... 1,533M
of words to 100 reduce the length drastically. As can be seen in
Output Cost [$] 0.17 1.71 17.10 ... 23,004.63
Figure 2, the prompts 3, 4, 7, 8, 11, 12, 16, 17, 20, 22, 23, and 24
Total Cost [$] 0.19 1.92 19.15 ... 25,766.80
all yielded results with less than 200 words. However, prompt 7
exceeds the posed 100 word limit. Furthermore, none of these
prompts fully overlapped. When comparing the results for con-
ciseness in particular, Figure 3 shows that the ratio between the
number of words and the number of diagnoses is less than 50 for
An adult woman is experiencing symptoms in the breast all prompts querying the LLM to provide concise responses (i.e.
gland area. Her most troubling symptom is fluid discharge, 3, 4, 16, 17, 23, 24), whereas it is above 60 for all and above 100
and she can feel a firm, painless lump. for all but one of the prompts asking for a detailed response (i.e.
5, 6, 9, 10, 19).
In an effort to make our work as transparent and reproducible
This set of symptom shall be seen as a sample from a corpus
as possible, we provide all prompts and responses of our prelimi-
of medical pathologies (i.e. sets of symptoms). We use it to test
1
nary study as a replication package .
different prompting strategies by combining the values from
our domain, seen in Table 1. From this singular sample, we can
generate 24 test cases as per our methodology. These test cases are 6 Conclusion
then used to evaluate our SUT based on the output of our golden This paper highlights the importance of a structured and rigor-
model. For this set of symptoms, our golden model diagnoses ous validation methodology for LLMs in the medical domain,
are: particularly focusing on prompt engineering. The proposed vali-
dation pipeline makes use of pairwise combinatorial testing to
• Breast cancer systematically evaluate the responses of LLMs like ChatGPT to
• Cyst in the breast medical queries. The methodology generates test cases given sets
• Mastopathy of symptoms and combinations of prompt components. Combi-
natorial testing ensures that a wide range of prompt variations
Table 3 shows the test result of all 24 test cases. It can be easily
is tested per set of symptoms without causing a combinatorial
spotted that test case 13 was the only prompt achieving a com-
plete overlap with the NetDoktor diagnoses. When fully written-
out, prompt 13 corresponding to the combination 3, 5, 1, 0 1 was:https://zenodo.org/doi/10.5281/zenodo.13765131 [ ]
CT for Testing LLMs in Medicine Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
Table 3: Overlaps of Diagnoses with Golden Model per Number of Sentences in LLM Response
0 10 20 30 40
Combination for One Exemplary Set of Symptoms. Each
Combination Corresponds to One Prompt and Is Denoted 1: [0, 0, 0, 0]
by a Code Representing the Indices of the Assumed Values 2: [1, 1, 1, 0]
per Prompt Component, as Seen in Table 1. "Mast." stands 3: [2, 2, 1, 1]
for " "Mastopathy". 4: [3, 3, 0, 1]
5: [3, 4, 1, 2]
ID Test Suite Golden Model Overlap 6: [2, 5, 0, 2] Score Combination Cancer Cyst Mast. 7: [1, 5, 0, 3]
1 [0, 0, 0, 0] 2/3 ✓ ✓ 8: [0, 4, 1, 3]
2 [1, 1, 1, 0] 1/3 ✓ 9: [0, 3, 1, 2]
3 [2, 2, 1, 1] 2/3 ✓ 10: [1, 2, 0, 2]
4 [3, 3, 0, 1] 1/3 ✓ 11: [2, 0, 1, 3]
5 [3, 4, 1, 2] 1/3 ✓ 12: [3, 1, 0, 3]
6 [2, 5, 0, 2] 2/3 ✓ ✓ 13: [3, 5, 1, 0]
7 [1, 5, 0, 3] 2/3 ✓ ✓ 14: [2, 4, 0, 0]
8 [0, 4, 1, 3] 1/3 ✓ 15: [1, 3, 0, 0]
9 [0, 3, 1, 2] 2/3 ✓ ✓ 16: [0, 1, 0, 1]
10 [1, 2, 0, 2] 2/3 17: [1, 0, 0, 1]
✓ ✓ 18: [0, 2, 0, 0]
11 [2, 0, 1, 3] 2/3 ✓ ✓ 19: [2, 1, 0, 2]
13 [3, 5, 1, 0] ✓ 12 [3, 1, 0, 3] 2/3 ✓ ✓ 20: [3, 2, 0, 3]
✓ ✓ 3/3
14 [2, 4, 0, 0] 1/3 ✓ 21: [3, 0, 0, 2]
15 [1, 3, 0, 0] 1/3 ✓ 22: [2, 3, 0, 3]
16 [0, 1, 0, 1] 2/3 ✓ ✓ 23: [0, 5, 0, 1]
17 [1, 0, 0, 1] 2/3 ✓ ✓ 24: [1, 4, 0, 1]
18 [0, 2, 0, 0] 2/3 ✓ ✓ 0 200 400 600 800
19 [2, 1, 0, 2] 1/3 ✓ Number of Words in LLM Response
20 [3, 2, 0, 3] 2/3 ✓
21 [3, 0, 0, 2] 2/3 ✓ ✓ Figure 2: Textual Metrics of LLM Responses: Number of
22 [2, 3, 0, 3] 2/3 ✓ Sentences & Number of Words per Prompt
23 [0, 5, 0, 1] 2/3 ✓ ✓
24 [1, 4, 0, 1] 1/3 ✓
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IS2024 - CHATGPT in MEDICINE,
Petrovska Dojchinovska et al.
Meeting Cultural and Linguistic Demands to Accommodate
Fine-Tuned LLMs to Local Medical Customs and Patient
Communication
Gordana Petrovska Dojchinovska1 1 1 ,Monika Simjanovska Misheva , Kostadin Mishev
1Ss. Cyril and Methodius University,
Faculty of Computer Science and Engineering,
Skopje, N. Macedonia
gordana.petrovska.dojchinovska@students.finki.ukim.mk
{monika.simjanoska, kostadin.mishev}@finki.ukim.mk
ABSTRACT healthcare policies, provider training, and patient care strategies
Integrating advanced open-source large language models (LLMs), will improve the quality of care for diverse populations[5]. Con-
such as LLaMA and GatorTron, into healthcare offers a novel ap- versely, language barriers, cultural misunderstandings, and a lack
proach to enhancing communication between physicians and pa- of cultural awareness among healthcare providers can lead to mis-
tients. This paper provides a comprehensive review of the potential communication, misdiagnosis, medication errors, and other safety
of these models to improve patient-provider interactions, focusing risks[11]. Large Language Models (LLMs) have shown immense
on their ability to process and generate human-like language in real- potential in various fields due to their proficiency in generating
time clinical settings. The review outlines the methodology used and understanding natural language. In healthcare, models such as
to evaluate LLMs, which includes a detailed comparison based on LLaMA and GatorTron present an exciting frontier for improving
qualitative factors such as linguistic adaptability, cultural sensitiv- communication between physicians and patients. These models can
ity, and context-awareness, alongside quantitative metrics such as process and generate human-like language, which could address
accuracy rates, error margins, and patient satisfaction scores from significant challenges in clinical communication, such as linguistic,
clinical studies. Key ethical considerations are explored, particu- cultural, or emotional barriers. However, significant challenges re-
larly concerning data privacy, patient consent, and accountability. main, particularly regarding ethical implications, technical hurdles,
The paper delves into how adopting specific ethical frameworks local customs, linguistic demands, and the critical aspect of patient-
or guidelines can help mitigate risks associated with bias, misin- doctor communication. This review examines current applications
formation, and patient autonomy. Additionally, the potential for of LLMs in healthcare, the associated challenges, ethical concerns,
LLMs to perpetuate biases or cultural misunderstandings is dis- and potential gaps, incorporating a range of recent research studies 1 in the field from 2023 and early 2024. cussed, emphasizing the need for fine-tuning these models to align
with clinical guidelines and patient needs across different geogra-
phies and medical customs. While the paper acknowledges the 1.1 Purpose and Scope
gaps in current research, such as the emotional sensitivity of LLMs This paper aims to critically examine the potential of integrating
and their ability to understand nuanced patient concerns, it also LLMs into healthcare settings, emphasizing their role in enhancing
proposes structured future research directions. This includes the de- communication. The scope of this review extends to a comparative
velopment of LLMs that are more contextually aware, emotionally evaluation of LLaMA, GPT-4, L2M3, and GatorTron, focusing on
intelligent, and capable of operating in diverse healthcare settings. their potential impact, ethical considerations, and future research
By synthesizing current studies and real-world applications, this needs. The goal is to provide healthcare practitioners, researchers,
paper aims to provide a transparent, reproducible framework for and developers with a transparent and reproducible framework for
evaluating the effectiveness of fine-tuned LLMs in transforming adopting LLMs.
healthcare communication, ultimately improving patient outcomes
and satisfaction. 2 METHODOLOGY
This review systematically analyzes the current applications of
KEYWORDS LLMs in healthcare by conducting a structured comparison of mod-
large language models, healthcare, patient-doctor communication, els such as GPT-4, Llama, GatorTron, and L2M3. The evaluation
ethics in AI, cultural sensitivity criteria include both qualitative and quantitative metrics, focusing
on model accuracy, error rates, patient satisfaction scores, and the
1 INTRODUCTION ability to generate culturally sensitive and clinically appropriate
Effective communication has always been at the forefront of success- responses. The sources for this review consist of peer-reviewed
ful interaction between physicians and patients. It has already been studies published between 2023 and 2024, covering applications
purported that integrating cultural and linguistic competency into of LLMs in real-time clinical settings, mental health, and patient-
doctor communication. Each model’s performance is assessed based
. 1https://doi.org/10.70314/is.2024.chtm.11
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Meeting Cultural and Linguistic Demands to Accommodate Fine-Tuned LLMs to Local Medical Customs and Patient Communication
on specific clinical tasks, adaptability to local medical customs, and decision-making and patient compliance[19]. Recent research ex-
ethical considerations. This methodology ensures transparency and plores how generative AI tools, including LLMs, have been applied
reproducibility, allowing future researchers to replicate and validate to reduce misunderstandings in clinical services. They show that pa-
the findings. tients often feel overwhelmed by medical language, and LLMs can
mitigate this issue by acting as interpreters, promoting clearer com-
3 CURRENT APPLICATION OF LLMS IN munication between patients and their healthcare providers[28].
HEALTHCARE A pictorial demonstration of the ways large language models can
LLMs are being adopted for various tasks within healthcare, with improve the communication between patients and their providers
their most prominent use in medical communication, clinical de- is given in Figure 2.
cision support, and facilitating patient-doctor interactions. Con-
versational agents like ChatGPT assist patients in understanding
medical terminology and provide immediate answers to healthcare-
related queries, often enhancing patient engagement with care
providers. LLMs also bridge communication gaps between patients
and healthcare providers, improving clarity and comprehension
in patient education[25]. In patient-doctor communication, LLMs
serve as intermediaries to help patients articulate their symptoms
and concerns more clearly. This enhances clinical encounters, as
doctors can quickly grasp patient issues without the noise of mis-
Figure 2: Patient-doctor communication facilitated by the
communication. They can improve the precision of patient-doctor
use of LLMs
dialogue, particularly when addressing complex conditions and
explaining treatment plans[21]. Similarly, mental health applica-
tions have seen LLMs being used to summarize counseling sessions, There is also research that addresses how LLMs can cater to mul-
allowing healthcare providers to focus on therapeutic interventions tilingual settings, facilitating better communication in regions with
rather than administrative tasks[1]. Beyond patient communication, diverse linguistic backgrounds. This ensures that patients from low-
LLMs assist clinicians with diagnoses and medical research. GPT-4 resource, multilingual regions receive equitable healthcare without
and LLaMA are increasingly used as clinical assistants, offering language barriers compromising the patient-doctor relationship[3].
support in diagnosis and treatment planning[29]. Large language However, the risks of over-reliance on LLMs in direct patient com-
models enhance decision-making in surgical care by answering munication must also be acknowledged. Some research argues that
patients’ questions, thereby improving pre-surgical communication cultural sensitivity and local medical customs play a crucial role
and reducing patient anxiety[18]. Figure in healthcare communication. LLMs that fail to adapt to these fac- ?? shows the areas of the
medical domain where LLMs are currently being applied. tors may risk undermining trust between patients and healthcare
providers. For instance, culturally inappropriate language or failure
to understand local medical norms could weaken the patient-doctor
bond and compromise care[11]. The diagram in Figure 3 shows a
basic workflow of the integration of LLMs in healthcare.
Figure 1: Applications of large language models in healthcare
4 IMPROVING PATIENT-DOCTOR
COMMUNICATION
Effective communication between patients and doctors is a corner- Figure 3: Workflow of LLM integration in healthcare
stone of healthcare. Miscommunication can lead to misunderstand-
ing, reduced adherence to treatment plans, and dissatisfaction with
care. LLMs offer a promising solution to enhance communication 5 COMPARATIVE ANALYSIS OF THE MOST by simplifying medical information into layman’s terms. The role of
LLMs in improving patient-doctor interactions is significant, as they PROMINENT LLMS IN HEALTHCARE
ensure the translation of medical jargon into easily understandable Our review would be incomplete if we failed to mention the most
language during consultations, ultimately leading to more informed prominent large language models that have been fine-tuned for
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Petrovska Dojchinovska et al.
Model Name Primary Applications Cultural and Linguistic Adaptations Current Limitations Future Research Needs
Diagnostic support, Multilingual capabilities, Domain-specific adaptations,
GPT-4 Bias, accuracy issues
patient communication cultural sensitivity ethical frameworks
Health equity, Designed for multiple languages, Research on impact
L2M3 Limited domain-specific fine-tuning
multilingual support cultural context integration in low-resource regions
Tailored for healthcare terminology, Enhanced cultural adaptation,
LlamaCare Healthcare knowledge sharing May lack emotional sensitivity
multilingual support emotional sensitivity
Clinical decision-making, Potential bias, Improving contextual understanding
GatorTron Adapted for diverse clinical contexts
patient interaction limited contextual awareness and bias reduction
Additional Models Specific clinical domains, Further development
Customizable for local languages and cultures Challenges with generalizability
(e.g., Me-LLaMA) patient interaction for specialized clinical needs
Table 1: Comparison of LLMs in Healthcare Applications
applications in the medical domain. Therefore, this section will has the potential to increase access to healthcare for marginalized
highlight the strong points and then perform a comparative analy- communities globally[8].
sis between GPT-4, LlamaCare, GatorTron, and L2M3. A graphic Cultural Sensitivity. L2M3 goes beyond just linguistic adapt-
display of these models and their most prominent features in the ability by embedding cultural knowledge into its model[23]. This
medical domain can be found in Figure 4, while Table 1 below sum- enables L2M3 to provide more contextually appropriate advice that
marizes the models’ strong points and current areas that can be aligns with local medical customs. For instance, it can recommend
improved, as well as areas where research can be focused in the treatments or healthcare guidelines that resonate with the cultural
future. practices of the patient’s region, something that more generalized
models like GPT-4 may fail to do effectively.
Consideration for Health Equity. L2M3 plays a pivotal role
in reducing healthcare disparities by making culturally and linguis-
tically appropriate care accessible in underdeveloped and diverse
regions. It is particularly adept at filling gaps left by monolingual
or culturally neutral models, such as GPT-4[23].
5.3 LlamaCare
Knowledge Sharing in Healthcare. LlamaCare was developed to
Figure 4: Overview of the key LLMs that are applied in health- facilitate knowledge sharing among healthcare professionals. Un-
care like GPT-4, which is designed for general applications, LlamaCare
is fine-tuned specifically for healthcare, giving it an edge in clinical
decision support[29]. LlamaCare’s training on specialized medical
datasets makes it particularly useful for knowledge-intensive tasks
5.1 such as diagnosing complex conditions or synthesizing information GPT-4
from clinical trials[12].
General Application in Medicine. As one of the most versatile
Fine-tuned for Medical Data. LlamaCare’s ability to provide
LLMs, GPT-4 has been widely studied for its role in clinical decision-
accurate, context-specific information gives it a significant advan-
making, medical education, and patient engagement. GPT-4’s broad
tage over more general models. Its precision comes from training
applications, from summarizing medical records to assisting with
on large volumes of healthcare-specific datasets, allowing it to out-
diagnosis and patient interaction. However, GPT-4’s lack of special-
perform models like GPT-4 when it comes to specialized clinical
ized medical training means it faces challenges when compared to
decision-making[26].
models like LlamaCare and GatorTron[23].
Patient Communication. Although LlamaCare’s primary role
Patient-Doctor Communication.GPT-4 has also demonstrated
is to assist healthcare providers, it can also be used to improve
potential in improving patient communication by generating empa-
patient communication by offering detailed and reliable medical
thetic, human-like responses. The model can generate emotionally
information. However, unlike GPT-4, which is more conversational,
intelligent text, potentially enhancing patient trust in AI-generated
LlamaCare’s focus remains on delivering precise medical knowledge
advice[17]. Despite this, GPT-4 struggles with more complex medi-
rather than generating empathetic dialogue[4].
cal queries where detailed clinical context is needed[24].
5.2 L2M3 5.4 GatorTron
Multilingual Healthcare Accessibility. One of L2M3’s greatest Focus on Medical Records. GatorTron is being specifically de-
strengths is its support for multilingual healthcare environments. signed for the U.S. healthcare system, where it excels in processing
L2M3 is a model designed specifically for low-resource healthcare vast amounts of electronic health records (EHRs). Its ability to
settings where language barriers and cultural diversity pose signifi- rapidly synthesize and analyze patient data has made it an essential
cant challenges. By offering support for multiple languages, L2M3 tool for improving diagnostic accuracy and reducing administrative
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Meeting Cultural and Linguistic Demands to Accommodate Fine-Tuned LLMs to Local Medical Customs and Patient Communication
burden[2]. GatorTron outperforms models like GPT-4 in this regard, 6.2 Ethical Implications of LLMs in Healthcare
owing to its fine-tuning on clinical records[7]. The ethical implications of deploying LLMs in healthcare extend
Enhancing Clinical Workflows. One of GatorTron’s key strengths beyond technical challenges, touching on critical issues such as
is its ability to streamline clinical workflows by accurately sum- data privacy, patient consent, and accountability. are substantial,
marizing medical histories, diagnoses, and treatment plans.[14]. particularly in terms of biases, transparency, and patient autonomy.
GatorTron enhances clinical efficiency by reducing the amount of While current studies briefly mention these concerns, this review
time doctors spend on administrative tasks like reviewing patient delves deeper into specific ethical frameworks that should guide
charts, allowing them to focus more on patient care.[16]. the development and deployment of LLMs. One such framework
Adaptation to U.S. Healthcare. GatorTron’s design is opti- is the "Data Protection by Design" principle, which emphasizes
mized for the U.S. healthcare system, making it particularly effective the need to integrate privacy safeguards into AI systems from the
in this context. However, this focus on English-language records outset. In addition, patient consent must be a core element when
means it may not be as adaptable in multilingual or international implementing LLMs in clinical settings, ensuring that patients are
healthcare environments. GatorTron’s success illustrates the need fully aware of how their data is used and stored. Accountability in
for more research on how to adapt models to diverse healthcare AI decision-making also needs to be addressed, particularly in high-
systems[27]. stakes scenarios like diagnostics and treatment planning, where
errors can have life-altering consequences. Finally, the risk of bias
5.5 and perpetuating healthcare inequities through LLMs necessitates Comparative Analysis
stricter ethical oversight, with transparent mechanisms for identi-
Local Medical Customs and Linguistic Demands. When com-
fying and mitigating bias. Racial and ethnic biases in GPT-4 were
paring L2M3 and GatorTron, L2M3’s strength in multilingual set-
explored for medical diagnosis and triage, uncovering disparities in
tings is highlighted, which makes it ideal for global healthcare
the model’s responses. These concerns underscore the need for eth-
applications. GatorTron, by contrast, is more specialized for English-
ical oversight when using LLMs in culturally diverse settings[10].
speaking environments. GPT-4 offers broader utility but lacks the
Furthermore, LLMs could reinforce healthcare inequities if not
cultural and linguistic specificity of L2M3 and the clinical precision
properly adapted to the specific needs and practices of various
of GatorTron and LlamaCare[23].
cultures[6]. Additionally, LLMs must account for linguistic diver-
Patient Communication. GPT-4 and LlamaCare both demon-
sity in global healthcare contexts. For example, healthcare systems
strate potential in patient-doctor communication, but they serve dif-
in multilingual nations, such as India, require models that can func-
ferent purposes. GPT-4 excels in generating empathetic responses,
tion across multiple languages while understanding the nuances of
while LlamaCare offers more medically precise information. L2M3’s
local medical customs. There is an innate link between culture, lan-
focus on multilingual communication gives it an edge in culturally
guage, and patient safety, making linguistic competency critical for
diverse settings, but GatorTron’s role remains more data-focused[17][9][26].
patient-centered care[11]. The LlamaCare model provides a frame-
Customization and Accuracy. Both GatorTron and LlamaCare
work for sharing healthcare knowledge across diverse linguistic
excel in accuracy due to their fine-tuning on medical data[30].
groups, showing how LLMs can facilitate cross-cultural knowledge
GPT-4, while highly versatile, does not have the same level of
sharing in healthcare[22]. Figure 5 below focuses on the challenges,
specialization[23]. L2M3, on the other hand, is a standout for global
as opposed to the benefits, of applying LLMs in the healthcare
healthcare, particularly in low-resource regions[3].
domain.
6 CHALLENGES
6.1 Technical Challenges of Implementing
Medical LLMs
Despite promising applications, adapting LLMs to specific medical
tasks presents technical challenges. A major issue is the need for
domain-specific training data. The models need considerable fine-
tuning for clinical natural language processing (NLP) tasks, making
zero-shot learning an emerging solution[20]. When it comes to the
application of zero-shot learning in preventive healthcare, it has an
ability to provide accurate decision support even in niche medical Figure 5: The benefits and challenges of applying large lan-
contexts[13]. In addition, fine-tuning LLMs to accommodate local
guage models in the medical domain
medical customs and linguistic variations is critical for effective
patient communication across diverse healthcare settings. That is
why multilingual models like L2M3, which cater to low-resource 7 EVALUATING THE EFFECTIVENESS OF regions where local dialects and cultural practices significantly
influence healthcare delivery, have such importance[3]. Without in- LLMS IN HEALTHCARE
corporating local linguistic demands and medical traditions, LLMs The evaluation of LLMs in healthcare requires a combination of
risk misinterpretation, leading to misdiagnosis or poor patient out- qualitative and quantitative metrics to ensure a balanced assess-
comes. ment of their performance. In addition to the qualitative analysis
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Petrovska Dojchinovska et al.
of their language generation capabilities, this review incorporates designed to recognize emotional cues in patient language and ad-
quantitative metrics such as accuracy rates, error rates in specific just their responses to provide more empathetic care. Another vital
tasks (e.g., diagnosis or patient communication), and patient satis- research direction is improving the contextual awareness of LLMs,
faction scores derived from recent studies. These metrics provide particularly in culturally diverse settings where understanding local
a robust framework[9] for comparing LLMs across various clini- customs, languages, and medical practices is essential. Furthermore,
cal applications. For example, models like GPT-4 and LlamaCare future research should explore ways to integrate LLMs with other
have been evaluated for their diagnostic accuracy, while GatorTron healthcare technologies, such as electronic health records (EHRs), to
has shown promise in reducing administrative burdens through streamline clinical workflows while ensuring data privacy. Finally,
improved EHR management. Quantitative evidence, such as the the creation of robust, standardized evaluation frameworks[19][9]
accuracy rates of LLMs in diagnosing rare conditions or the error will be crucial in assessing the long-term effectiveness of LLMs
rates in patient-facing applications, strengthens the argument for in healthcare, focusing on patient outcomes, model accuracy, and
their continued refinement and deployment in healthcare. ethical and regulatory compliance[6][15].
Evaluating LLMs in medical applications, focusing on adaptabil-
ity to local linguistic demands, accuracy, and transparency requires 10 CONCLUSION
a detailed framework[9]. There are METRICS in place that serve LLMs hold immense potential to revolutionize healthcare by en-
as a tool for standardizing LLM evaluations, ensuring they are tai- hancing diagnostic support, improving patient-doctor communica-
lored to local healthcare systems and relevant cultural needs[19]. tion, and facilitating equitable care. Their success, however, hinges
In multilingual and multicultural settings, the evaluation of LLMs on addressing challenges such as local medical customs, linguis-
should prioritize their ability to maintain cultural and linguistic ap- tic diversity, and ethical concerns. Proper adaptation of LLMs can
propriateness. The L2M3 model, designed for regions with limited significantly enhance patient-centered care by making communi-
healthcare resources, demonstrates how multilingual and cultur- cation between patients and healthcare providers more culturally
ally aware LLMs can improve healthcare outcomes in underserved sensitive and linguistically appropriate. Prioritizing inclusivity and
communities[3]. transparency is essential for improving healthcare outcomes and
equity. Future research must focus on addressing cultural and lin-
8 guistic diversity, improving emotional sensitivity in patient-doctor GAPS IN THE EXISTING RESEARCH
interactions, mitigating biases, and establishing ethical and legal
As LLMs become more prevalent in clinical environments, the frameworks for AI in healthcare. Specialized research is also needed
focus on improving patient-doctor communication and address- to tailor LLMs for specific clinical domains, such as mental health
ing cultural and linguistic considerations will be crucial. Over- and surgery, to ensure these tools are safe, reliable, and contextually
reliance on LLMs without adequate human oversight, particularly aware.
in sensitive clinical areas like diagnostics and treatment planning
is dangerous[29]. Additionally, there is a need for stringent ethi- 11 ACKNOWLEDGEMENT cal guidelines to ensure that LLMs do not perpetuate healthcare
This project is funded by the European Union under Horizon Europe
inequities[6]. In the papers that were evaluated for this review,
(project ChatMED grant agreement ID: 101159214).
we have identified the most notable gap in the limited focus on
multicultural and linguistic diversity. There is a need for more
comprehensive studies and models specifically designed for non-
Western and linguistically diverse healthcare settings. LLMs must
be fine-tuned to local medical practices and languages to truly
serve global healthcare needs. The second gap identified is the bias
that exists in LLM healthcare recommendations[10][6]. There is a REFERENCES lack of clear, actionable frameworks for systematically identifying
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9 and Viorel Jinga. The potential impact of large language models on doctor–patient FUTURE DIRECTIONS FOR RESEARCH
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[5] Tawara D Goode, M Claire Dunne, and Suzanne Bronheim. The evidence base
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are emotionally sensitive and capable of handling high-stakes, emo- [6] Joschka Haltaufderheide and Robert Ranisch. The ethics of chatgpt in medicine
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940
Zbornik 27. mednarodne multikonference
INFORMACIJSKA DRUŽBA – IS 2024
Zvezek L
Proceedings of the 27th International Multiconference
INFORMATION SOCIETY – IS 2024
Volume L
Digitalna preobrazba zdravstvene nege - SIZN 2024
Digital Transformation of Nursing - NIIG 2024
Uredniki / Editors
Jelena Ficzko, Ema Dornik, Uroš Rajkovič,
Tamara Štemberger Kolnik, Gregor Štiglic, Boštjan Žvanut
http://is.ijs.si
8. oktober 2024 / 8 October 2024
Ljubljana, Slovenia
PREDGOVOR
Pred vami je zbornik konference »Digitalna preobrazba zdravstvene nege (Sekcija za
informatiko v zdravstveni negi - SIZN)«, ki je potekala v okviru 27. mednarodne
multikonference Informacijska družba – IS 2024, 8. oktobra 2024 na Institutu Jožef Stefan v
Ljubljani.
Konferenco je organizirala SIZN pri Slovenskem združenju za medicinsko informatiko.
Partnerji konference so bili (v abecednem vrstnem redu):
• Fakulteta za vede o zdravju Univerze na Primorskem;
• Fakulteta za zdravstvene vede v Celju;
• Fakulteta za zdravstvene vede Univerze v Mariboru;
• Slovensko društvo za medicinsko informatiko;
• Zdravstvena fakulteta Univerze v Ljubljani;
• Zbornica zdravstvene in babiške nege Slovenije – Zveza strokovnih društev medicinskih
sester, babic in zdravstvenih tehnikov Slovenije
Konferenca predstavlja pomemben mejnik v razvoju informatike v zdravstveni negi, saj gre za
prvi dogodek SIZN na multikonferenci Informacijska družba. Predavatelji so predstavili
različne vidike digitalizacije zdravstvene nege in poudarili tako znanstvene kot praktične
implikacije digitalne preobrazbe, predvsem v povezavi z uporabo umetne inteligence.
Osrednja tema razprav je bila usmerjena v izboljšanje kakovosti oskrbe in učinkovitosti dela v
zdravstveni negi s pomočjo informacijsko komunikacijske tehnologije. Poleg tehnoloških
priložnosti so bili izpostavljeni tudi etični izzivi ter vpliv digitalizacije na zdravstvo. Večino
prispevkov so predstavile diplomirane medicinske sestre in zdravstveniki, kar poudarja
zavedanje stroke o pomenu digitalne transformacije za prihodnost zdravstvene nege.
Zahvaljujemo se vsem udeležencem za aktivno sodelovanje v razpravah. Posebna zahvala gre
avtorjem prispevkov, ki ste obogatili naše razumevanje digitalne transformacije v zdravstveni
negi in pripomogli k postavitvi sodobnih temeljev za nadaljnji razvoj informatike v zdravstveni
negi. Za konec bi se radi zahvalili še dr. Maximu Topazu, vrhunskemu strokovnjaku, ki
preučuje uporabo umetne inteligence v zdravstveni negi, za plenarno predavanje.
Programski odbor konference »Digitalna preobrazba zdravstvene nege (SIZN)«
FOREWORD
This is the conference proceedings of "Digital Transformation of Nursing (Slovenian Nursing
Informatics Interest Group - NIIG)," which took place within the 27th International
multiconference Information Society – IS 2024 on October 8, 2024, at the Jožef Stefan Institute
in Ljubljana, Slovenia.
The conference was organized by NIIG, interest group within the Slovenian Medical
Informatics Association. The conference partners were (in alphabetical order):
• • Faculty of Health Sciences, University of Primorska,
• • Faculty of Health Sciences, Celje,
• • Faculty of Health Sciences, University of Maribor,
• • Slovenian Association for Medical Informatics,
• • Faculty of Health Sciences, University of Ljubljana,
• • Nurses and Midwives Association of Slovenia.
The conference represents an important milestone in the development of nursing informatics,
as this is the first event organized by the NIIG at the Multiconference Information Society. The
authors addressed various aspects of the digitalization of nursing, emphasizing both the
scientific and practical implications of digital transformation in nursing, particularly in relation
to the use of artificial intelligence.
The central theme of the discussions was focused on improving the quality of care and the
efficiency of nursing work through information and communication technology. In addition to
technological opportunities, ethical challenges and the impact of digitalization on healthcare
were also highlighted. The majority of the contributions were presented by registered nurses
and health professionals, underscoring the profession's awareness of the importance of digital
transformation for the future of nursing.
We would like to thank all the participants for their active involvement in the discussions.
Special thanks go to the authors of the contributions, who enriched our understanding of digital
transformation in nursing and helped lay the modern foundations for further development of
nursing informatics. Finally, we would like to thank also Dr. Maxim Topaz, a leading expert in
the field of artificial intelligence in nursing, for delivering the plenary lecture.
Program Committee of the Conference "Digital Transformation of Nursing (NIIG)"
PROGRAMSKI ODBOR / PROGRAMME COMMITTEE
Jelena Ficzko
Zdravstvena fakulteta, Univerza v Ljubljani
Ema Dornik
Institut informacijskih znanosti
Uroš Rajkovič
Fakulteta za organizacijske vede, Univerza v Mariboru
Tamara Štemberger Kolnik
Fakulteta za zdravstvene vede v Celju
Gregor Štiglic
Fakulteta za zdravstvene vede, Univerza v Mariboru
Boštjan Žvanut
Fakulteta za vede o zdravju, Univerza na Primorskem
Ali lahko etična odobritev in soglasje pacienta sledita
pogovornim robotom na področju duševnega zdravja?
Can Ethical Approval and Patient Consent Keep Pace with
Conversational Agents in Mental Health?
Leona Cilar Budler Gregor Štiglic
Faculty of Health Sciences Faculty of Health Sciences
University of Maribor University of Maribor
Maribor, Slovenia Maribor, Slovenia
leona.cilar1@um.si gregor.stiglic@um.si
Povzetek insufficient research on how ethical issues are reported. Whether researchers routinely obtain ethical approval or informed consent Čeprav številne znanstvene raziskave uvajajo napredne remains unclear. This investigation seeks to determine how računalniške metode v raziskave na področju duševnega zdravja, mental health studies employing automated conversational ni dovolj raziskav o tem, kako se poroča o etičnih soglasjih. Ali agents either overlook or inadequately report patient consent and raziskovalci rutinsko pridobijo etično odobritev ali informirano ethical clearance from appropriate boards. Almost half of the soglasje, ostaja nejasno. Ta raziskava skuša ugotoviti, kako reviewed studies mentioned securing ethical approval and študije na področju duševnega zdravja, ki uporabljajo informed consent, reflecting varied opinions on adherence to avtomatizirane pogovorne robote, spregledajo ali neustrezno ethical standards. There is a link between the size of the study poročajo o soglasju pacienta in o etičnem dovoljenju ustreznih sample and obtaining ethical approval, especially in publications komisij. Le približno polovica pregledanih študij je omenila from journals with lower impact factors. Future research should zagotavljanje etične odobritve in informirane privolitve, kar explore how journal policies impact ethical standards in research. odraža različna mnenja o spoštovanju etičnih standardov. Additionally, educational programs could be established to Ugotovili smo tudi, da obstaja povezava med velikostjo vzorca emphasise the significance of ethical considerations, especially oz. številom udeležencev v raziskavi in pridobitvijo etične in studies involving smaller groups of participants. odobritve, zlasti pri objavah iz revij z nižjimi faktorji vpliva. V
prihodnosti bi bilo smiselno raziskati, kako politike revij vplivajo Keywords na etične standarde v raziskavah. Poleg tega bi lahko vzpostavili
izobraževalne programe, ki bi poudarjali in ozaveščali o pomenu Artificial intelligence; mental health; ethics; education; patient
etičnih vidikov, zlasti v študijah, ki vključujejo manjše skupine selection; automated conversational agents
udeležencev.
Ključne besede
Umetna inteligenca; duševno zdravje; etika; izobraževanje;
izbor pacientov; avtomatizirani pogovorni posredniki
Abstract
Although numerous scientific publications introduce advanced
computational methods in mental health research, there is
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Uporaba umetne inteligence v procesu zdravstvene nege:
Analiza vpliva navodil na kakovost rezultatov
The use of artificial intelligence in the nursing process: An
analysis of the impact of instructions on quality of
outcomes
Andreja Hrovat Bukovšek Tamara Štemberger Kolnik Andreja Ljubič
Fakulteta za zdravstvene vede v Fakulteta za zdravstvene vede v Fakulteta za zdravstvene vede v
Celju Celju Celju
Celje, Slovenija Celje, Slovenija Celje, Slovenija
andreja.hrovat-bukovsek@fzvce.si tamara.stemberger-kolnik@fvze.si andreja.ljubic@fvzce.si
Povzetek Ključne besede
Prispevek predstavlja raziskavo, ki preučuje sposobnost
ChatGPT-ja za generiranje negovalnih diagnoz, ciljev in ChatGPT, negovalna diagnoza, cilji in intervencije zdravstvene
intervencij v negovalnih načrtih zdravstvene nege. Raziskava nege, natančnost navodil, NANDA klasifikacija
primerja rezultate ChatGPT-ja s standardnimi negovalnimi Abstract
učne negovalne dokumentacije - Študije primera. Analizirali smo ability of ChatGPT to formulate nursing diagnoses, goals and interventions in the nursing care plan. The research compares the besedilne odgovore, ki jih je ustvaril ChatGPT, in jih primerjali results of ChatGPT with standard nursing classifications and s standardi za negovalne diagnoze (NANDA), oblikovanje ciljev protocols, while investigating how students effectively use this učinkovito uporabljajo to orodje umetne inteligence za pripravo Introduction: The paper presents research that examines the klasifikacijami in protokoli ter hkrati preiskuje, kako študenti
od jasnosti in natančnosti podanih navodil. Študenti so dosegli SNOČ, and the creation of specific and measurable time frames for nursing interventions in the care plan. In addition, we različne rezultate kljub enotnim navodilom, kar poudarja vpliv examined the impact of different data entry methods and metode vnosa podatkov in interpelacije navodil. Predvsem so se instructions on the results generated by ChatGPT. Key findings razlike pokazale v kakovosti opredelitve/poimenovanja highlight that the effectiveness of ChatGPT depends on the negovalnih diagnoz, oblikovanju ciljev, saj le-ti niso bili dovolj clarity and precision of the instructions given. Students achieved specifični ali merljivi ter pri opredelitvi časovnih okvirjev different results despite uniform instructions, highlighting the oziroma frekvenc negovalnih intervencij. Umetna inteligenca influence of the data entry method and the interpellation of uspešno prepoznava negovalne probleme, vendar ne uporablja instructions. In particular, differences were evident in the quality uradne NANDA klasifikacije. ChatGPT je uporabno orodje za Poleg tega smo preučili vpliv različnih načinov vnosa podatkov documentation - Case Studies. We analyzed the text responses generated by ChatGPT and compared them to the Standards for in navodil na rezultate, ki jih ChatGPT generira. Ključne Nursing Diagnoses (NANDA), the creation of goals according to ugotovitve izpostavijo, da je učinkovitost ChatGPT-ja odvisna okvirov za intervencije zdravstvene nege v negovalnem načrtu. artificial intelligence tool to produce learning nursing po SNOČ-u ter oblikovanje specifičnih in merljivih časovnih
osnovno oblikovanje negovalnih načrtov zdravstvene nege, of the definition/naming of nursing diagnoses, the formulation of goals as these were not specific or measurable enough, and the vendar je njegova učinkovitost odvisna od natančnosti navodil in definition of timeframes or frequencies of nursing interventions. usposobljenosti uporabnika. Raziskava poudarja potrebo po Artificial intelligence successfully identifies nursing problems boljspecifičnih smernicah in prilagoditvah pri vključevanju but does not use the official NANDA classification. ChatGPT is ChatGPT-ja v izobraževalne procese zdravstvene nege a useful tool for the basic formulation of nursing care plans, but
its effectiveness depends on the accuracy of the instructions and
the competence of the user. The research highlights the need for
more specific guidelines and adaptations when integrating
Permission to make digital or hard copies of part or all of this work for personal or ChatGPT into nursing education processes.
classroom use is granted without fee provided that copies are not made or distributed
for profit or commercial advantage and that copies bear this notice and the full Keywords citation on the first page. Copyrights for third-party components of this work must
be honored. For all other uses, contact the owner/author(s). ChatGPT, nursing diagnosis, nursing goals and interventions,
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia instruction accuracy, NANDA classification © 2024 Copyright held by the owner/author(s).
Povezanost dimenzij informacijske varnostne kulture z
namero nepooblaščenega dostopa do zdravstvenih
podatkov
The relationship between the dimensions of information
security culture and the intention of unauthorised access
to health data
Samanta Mikuletič Boštjan Žvanut
Gregorčičeva cesta 8 Univerza na Primorskem
Fakulteta za vede o zdravju
6250 Ilirska Bistrica Polje 42, 6310 Izola, Slovenija
Slovenija bostjan.zvanut@fvz.upr.si
samanta.mikuletic@gmail.com
Povzetek Abstract
The world is experiencing an increase in information security
V svetu je zabeležena porast groženj in kršitev informacijske threats and breaches. While information about these breaches is
varnosti. Medtem ko so v tujini javno dostopne informacije o publicly available abroad, we have no official data on breaches
kršitvah varnosti in zasebnosti zdravstvenih podatkov. Zaposleni key role in protecting this data as they make up the majority of v zdravstveni negi igrajo ključno vlogo pri njihovi zaščiti, saj healthcare workers and have direct access to healthcare data due omenjenih kršitvah, pri nas ni na voljo uradnih podatkov o of health data security and privacy. Nursing employees play a
narave svojega dela omogočen neposreden dostop do to the nature of their work. The aim of this research was to predstavljajo večino zaposlenih v zdravstvu in imajo zaradi
zdravstvenih podatkov. Namen raziskave je s pomočjo Teorije explain information security breaches by nurses using the Theory
načrtovanega vedenja pojasniti kršitev informacijske varnosti s of Planned Behaviour by considering the impact of the
strani zaposlenih v zdravstveni negi in pri tem preveriti učinek dimensions of information security culture. A survey among
dimenzij informacijske varnostne kulture. V obdobju od aprila nursing employees in Slovenia (n = 527) was conducted between
2021, do marca 2022 je bila izvedena anketa med zaposlenimi v April 2021 and March 2022. The results showed that normative
zdravstveni negi v Sloveniji (n = 527). Rezultati so pokazali, da beliefs have the greatest impact on the behavioural intention to
namero nepooblaščenega dostopa do podatkov. Identificirali pa relationship was found between the dimensions of information smo tudi posredno povezavo med dimenzijami informacijske imajo normativna prepričanja največji učinek na vedenjsko access health data without authorisation. In addition, an indirect
varnostne kulture (usmerjenost k zagotavljanju zasebnosti; security culture (privacy oriented; security oriented; information security knowledge sharing; security education, training, and usmerjenost k varnosti podatkov; izmenjava znanja o awareness). and unauthorised access to health data. The results informacijski varnosti; varnostno izobraževanje, usposabljanje in
ozaveščanje) in nepooblaščenim dostopom do podatkov. Izsledki of this study contribute to the understanding of information
raziskave doprinašajo k razumevanju informacijske varnostne security culture and the relationship between its dimensions and
kulture in povezanosti njenih dimenzij na vedenjsko namero the behavioural intention of healthcare workers regarding
zaposlenih v zdravstveni negi do nepooblaščenega dostopa do unauthorised access to health data. zdravstvenih podatkov.
Ključne besede data privacy and security, health data, electronic health records, Keywords
zasebnost in varnost podatkov, zdravstveni podatki, elektronski data breaches, information security, nursing, healthcare
zdravstveni zapisi, kršenje varnosti podatkov, informacijska providers. varnost, zdravstvena nega, izvajalci zdravstvenih storitev.
∗Article Title Footnote needs to be captured as Title Note
†Author Footnote to be captured as Author Note
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Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
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Odkrivanje znanja v zdravstvenih informacijskih sistemih
s pomočjo rudarjenja procesov
Knowledge discovery in healthcare information systems
with process mining
Gregor Polančič
Univerza v Mariboru,
Fakulteta za elektrotehniko,
računalništvo in informatiko,
Slovenija
gregor.polancic@um.si
POVZETEK
Rudarjenje procesov je sinonim za množico tehnik in tehnologij, 1 UVOD
neposredno, na osnovi podatkov, ki so pridobljeni iz vključuje ustvarjanje vrednosti za stranke, povečanje prihodkov, informacijskega sistema podjetja. V prispevku so predstavljene izboljšanje operativne učinkovitosti ter trajnostni razvoj. ki omogočajo avtomatsko odkrivanje znanja o procesih Vsaka organizacija stremi, k doseganju poslovnih ciljev, kar
naprednih algoritmov za odkrivanje, preverjanje skladnosti in Pomembno sredstvo za doseganje navedenega je ustrezna skrb osnove rudarjenja procesov, pomen dnevnikov dogodkov in
izboljšave procesov. Osrednji del prispevka je demonstracija za procese organizacije z metodologijo upravljanja poslovnih
zmožnosti sodobnih orodij za rudarjenje procesov, ki temeljijo procesov (angl. business process management), ki predstavlja
na dnevniku dogodkov, pridobljenem iz zdravstvenega skupek uveljavljenih praks, tehnik in tehnologij za kontinuirano
informacijskega sistema in so sledeče: avtomatizirano odkrivanje izboljševanje in prilagajanje poslovnih procesov.
procesov, rudarjenje uspešnosti procesov, preverjanje skladnosti Številne aktivnosti »tradicionalnega« upravljanja poslovnih
in analiza različic izvajanih procesov. procesov temeljijo na modelih procesov, ki služijo različnim
KLJUČNE BESEDE namenom kot so: analiziranje procesov, komuniciranje o
procesih, digitalizacija procesov in spremembe oz. izboljšave
Rudarjenje procesov, upravljanje poslovnih procesov, procesov. Ker v takšnih primerih odločitve upravljanja poslovnih
zdravstveni informacijski sistem procesov v veliki meri temeljijo na modelih procesov, je
ABSTRACT validity), kar pomeni, da modeli predstavljajo dejanske procese poglavitni izziv zagotavljanje njihove veljavnosti (angl.
Process mining is a synonym for a multitude of techniques and oziroma njihovo operativno izvajanje in da le te opisujejo v celoti
technologies that enable the automatic discovery of knowledge (angl. completeness) [1].
about processes based on data obtained from the company's V praksi se je izkazalo, da je ravno zagotavljanje veljavnih
information system. The paper presents the basics of process in pravilnih modelov procesov pogosto šibek člen njihovega
mining, the importance of event logs and advanced algorithms upravljanja. Zaradi nenehnih sprememb v poslovnem okolju se
for detection, compliance verification and process improvements. poslovni procesi kontinuirano spreminjajo in prilagajajo. Modeli
The central part of the paper is a demonstration of the capabilities poslovnih procesov tako hitro postanejo neskladni z dejansko
of modern tools for process mining, which are based on the event izvajanimi procesi kakor tudi s tehničnim in organizacijskim
follows: automated process discovery, process performance je prav tako podvrženo človeškim dejavnikom, saj je močno mining, compliance checking, and variant analysis of odvisno od spretnosti, znanj in razpoložljivosti analitika, kar log obtained from the healthcare information system and are as okoljem v katerem se izvajajo. Modeliranje poslovnih procesov
implemented processes.
vpliva na izdelane modele procesov. Tradicionalno odkrivanje in
modeliranje procesov je drago in časovno potratno tudi zaradi
KEYWORDS
vrzeli v poslovnem znanju deležnikov in pomanjkanja
Process mining, business process management, healthcare objektivnih validacij modelov [2]. Modeli so zato pogosto
information system nepopolni (ne opisujejo celotnega procesa), neskladni (ne
https://doi.org/10.70314/is.2024.sizn.4 predstavljajo dejanskega procesa) ali nepravilni (ne upoštevajo
Permission to make digital or hard copies of part or all of this work for personal or pravil diagramskega jezika, na primer BPMN, in so zato
classroom use is granted without fee provided that copies are not made or distributed nerazumljivi tako za ljudi kakor tudi za izvajalna okolja).
for profit or commercial advantage and that copies bear this notice and the full Poslovne odločitve, ki se sprejemajo na neustreznih modelih
citation on the first page. Copyrights for third-party components of this work must
be honored. For all other uses, contact the owner/author(s). procesov, postanejo hitro neoptimalne ali celo napačne.
Information Society 2023, 9–13 October 2023, Ljubljana, Slovenia Z višanjem stopnje digitalizacije in avtomatizacije
© 2023 Copyright held by the owner/author(s).
(procesov) so se pojavile priložnosti za reševanje omenjenih
izzivov, z bolj neposrednim upravljanjem dejansko izvajanih Rudarjenje procesov omogoča poslovnim uporabnikom, da
procesov na osnovi podatkov, ki jih poslovne informacijske identificirajo ozka grla, nepotrebne ponovitve opravil,
rešitve generirajo v poslovnih operacijah (angl. business odstopanja in vire odpadkov v svojih procesih ter odkrijejo
operations). Te podatke je možno z usmerjenimi tehnikami priložnosti za optimizacijo delovanja in povečanje pozitivnih
rudarjenja podatkov (angl. data mining) pretvoriti v obliko, ki je poslovnih rezultatov.
uporabna za sprejemanje odločitev upravljanja procesov. V zadnjem desetletju je rudarjenje procesov dozorelo in na
Besedna zveza “rudarjenje procesov” (angl. process mining) trg poslalo širok nabor orodij za poslovno inteligenco in
označujemo družino podatkovno vodenih tehnik za analizo upravljanje poslovnih procesov. Rudarjenje procesov se danes
poslovnih procesov z uporabo podatkov o dogodkih, pridobljenih uporablja v skoraj vseh industrijskih sektorjih, vključno z
iz informacijskih sistemov, kot so ERP sistemi in sistemi za bančništvom in finančnimi storitvami, telekomunikacijami,
upravljanje odnosov s strankami (CRM). Rudarjenje procesov energetiko, zdravstvom, logistiko in proizvodnjo.
predstavlja uspešen primer prehoda akademskih zamisli in
rešitev v poslovna okolja [2]. 2.1 Dnevniki dogodkov
Za analizo poslovnega procesa s tehnikami rudarjenja procesov
je potrebno iz informacijskega sistema pridobiti dnevnik
2 OSNOVE RUDARJENJA PROCESOV dogodkov (Slika 2), ki beleži izvajanje procesa. Dnevnike
Rudarjenje procesov je krovni izraz ki predstavlja dogodkov je mogoče pridobiti iz skoraj katerega koli
kombinacijo podatkovnega rudarjenja in tehnik upravljanja informacijskega sistema podjetja, pa naj bo to iz sistemov ERP
procesov, ki uporabljajo napredne algoritme, strojno učenje in ali CRM, kot so SAP, Dynamics, Salesforce ali ServiceNow, ali
statistične metode za analizo podatkov o dogodkih, z namenom iz vertikalno specializiranih sistemov, kot so sistemi za izvajanje
analizirati poslovne operacije, vse od celovitih procesov do proizvodnje, sistemi za upravljanje zavarovanj, sistemi za
posameznih aktivnosti procesov. upravljanje bolnišnic, itd.
Slika 1 prikazuje rudarjenje procesov v širšem delovanju
organizacije. Poslovni procesi, med katere se uvrščajo tudi
zdravstveni procesi, preko interakcij med zdravniki,
medicinskimi sestrami, bolniki in drugimi deležniki, ustvarjajo
velike količine podatkov. Zdravstveni procesi so vedno bolj
podprti in nadzorovani z zdravstvenimi informacijskimi sistemi,
ki hranijo podatke o izvajanju procesov. Podatke o izvajanju
procesov je mogoče uporabiti za izdelavo dnevnikov dogodkov,
katerih ključni gradniki so ponazorjeni v Slika 2. Pridobljene
dnevnike dogodkov je mogoče uporabiti za tri osnovne namene
rudarjenja procesov: odkrivanje, skladnost in izboljšanje.
Odkrivanje se začne z dnevniki dogodkov in ustvari model
procesa. Preverjanje skladnosti primerja obstoječi model z
dnevnikom dogodkov in s tem izpostavi ujemanja in odstopanja
med modelom procesa in dnevnikom dogodkov. Tehnika
izboljšave se uporablja za razširitev, izboljšavo ali popravilo
modela procesa, npr. da ga uporabimo za izvajanje simulacij.
Slika 2: Preprosti dnevnik dogodkov
Dnevnik dogodkov, kot je ponazorjen na Slika 2, je niz zapisov
dogodkov, kjer je vsak zapis dogodka sestavljen iz naslednjih
atributov:
- identifikator primera ali ID primera (angl. case ID), ki
predstavlja enolični identifikator primera (instance), kot je
na primer: ID bolnika;
- časovni žig, ki predstavlja trenutek, ko je bil dogodek
zabeležen v sistemu;
- aktivnost; oznaka, ki se nanaša na dejavnost, ki je bila
izvedena. V tem primeru je šest različnih oznak dejavnosti,
in sicer: registracija, CT skeniranje, EEG test, posvetovanje,
urinski test in odpust;
- vrsta transakcije, ki predstavlja status aktivnosti. V tem
primeru dogodek bodisi predstavlja začetek ali zaključek
aktivnosti;
Slika 1: Delovanje rudarjenja procesov [3] - vir; član osebja ali medicinski pripomoček, povezan z
izvajanjem aktivnosti. V primeru je osem različnih
zaposlenih vključenih v dogodke.
Referenčni dnevniki dogodkov so dostopni na spletnem naslovu: 3 ZMOŽNOSTI ORODIJ ZA RUDARJENJE
https://processmining.org/event-data.html. PROCESOV
2.2 Sodobne rešitve za rudarjenje procesov omogočajo analitikom in Algoritmi poslovnim vodjem:
Kot je razvidno iz Slika 1 predstavlja dnevnik dogodkov vhod v - razumeti, kako se izvajajo poslovne operacije, na osnovi
algoritme rudarjenja procesov. Za potrebe odkrivanja, generiranih »AS-IS« diagramov procesov, ki temeljijo na
preverjanja skladnosti in izboljšav modelov procesov, uporablja podatkih o dogodkih, ki jih beleži informacijski sistem
rudarjenje procesov zapletene in napredne algoritme, ki lahko organizacije.
temeljijo na hevristikah, mehki logiki (angl. fuzzy logic), - analizirati podatke, z namenom, da se identificirajo točke
strojnem učenju (angl. maschine learning) in genetskih trenja v poslovnem procesu in jih poveže s ključnimi
algoritmih. kazalniki uspešnosti (angl. key performance indicators).
Med osnovne algoritme odkrivanja procesov spada algoritem - razumeti, kaj prispeva k zaželenim in nezaželenim
Alfa, ki analizira relacije urejenosti med pari dogodkov v sledeh rezultatom procesa, na primer različne aktivnosti, ki
(angl. traces) dnevnika dogodkov kot so: neposredni naslednik prispevajo k naročilom, ki so dostavljena pravočasno, v
(angl. direct successor), vzročnost (angl. causality), sočasnost primerjavi z naročili, ki so dostavljena z zamudo.
(angl. concurrency) in ekskluzivnost (angl. exclusiveness). - prepoznati neskladno vedenje, razumeti temeljne vzroke
Rezultat algoritma α je mreža delovnega toka, ki ohranja odstopanj in kvantificirati vplive teh odstopanj na uspešnost
omenjene relacije dnevnika dogodkov L, kar zapišemo kot: procesa.
𝛼(𝐿). [3] - napovedovati prihodnjo uspešnost procesa v različnih
scenarijih, tako da lahko ekipe sprejemajo boljše odločitve
in bolje razvrstijo prednostna prizadevanja za
avtomatizacijo in izboljšanje procesov.
Pridobivanje zgornjega znanja o procesih je možno s štirimi
osnovnimi zmožnostmi orodij za rudarjenja procesov (Slika 5):
Slika 3: Algoritem Alfa
Druga skupina algoritmov je namenjena preverjanju skladnosti,
ki kvantificirajo odstopanja med zapisi v dnevniku dogodkov (tj.
realno obnašanje procesa) in predpisanim modelom procesa. Na
primer, preverjanje skladnosti na osnovi ponovitve izvedbe
žetona (angl. token-based replay), natančno prešteje kateri
primerki procesa odstopajo od predpisane izvedbe in v kolikšni
meri.
566 566
971 971 1537 1537 461 461
1391 1391 b
1537 1537
examine g
thoroughly
pay
+443 compensation
a c -443 d e p4
start register p1 examine p2 check p3 decide end
request casually ticket h Slika 5: Zmožnosti rudarjenja procesov
problem reject request 930 f
443 tokens remain in place p2, reinitiate 930
because d did not occur although request 146 V nadaljevanju je predstavljena demonstracija zmožnosti the model expected d to happen
146
problem rudarjenje procesov z uporabo orodja Apromore
443 tokens were missing in place p2 during (www.apromore.com), ki temeljijo na referenčnem in
replay, because d happened even though
this was not possible according to the model anonimiziranem dnevniku dogodkov, pridobljenem iz
zdravstvenega informacijskega sistema.
Slika 4: Kvantifikacija veljavnih in neveljavnih korakov
izvedbe procesa [3] 3.1 Avtomatizirano odkrivanje procesov
Z uporabo funkcije prileganja (angl. fitness) se nato poda Kot je razvidno iz Slika 5, avtomatizirano odkrivanje procesov
vrednost, ki predstavlja stopnjo ujemanja izvedbe procesa z zajame dnevnik dogodkov in ustvari model »AS-IS«, ki natančno
modelom procesa v odstotkih oziroma na intervalu [0..1]. nakazuje, kako dejanski proces deluje, in omogoča primerjavo s
tem, kako podjetje želi, da proces deluje. Aplikacije za rudarjenje
procesov podjetjem omogočajo vizualizacijo procesa in
𝑓𝑖𝑡𝑛𝑒𝑠𝑠(𝜎, 𝑁) = 1 𝑚𝑁,𝜎 1 𝑟𝑁,𝜎 razumevanje, kje so težave in kako je mogoče proces izboljšati z (1 − ) + (1 − ) 2 𝑐 𝑁,𝜎 2 𝑝 𝑁,𝜎 avtomatizacijo ali drugimi prizadevanji za izboljšanje.
Avtomatizirano odkrivanje procesov prikazuje dejanski
potek procesa, točke, kjer se sprejemajo odločitve, kje se izvajajo
posegi, kdo jih izvaja, kje poteka predelava in odvečno delo ter
kje poteka predaja med zaposlenimi. Korak avtomatiziranega
odkrivanja procesov je ključnega pomena za doseganje
preglednosti procesa, kar je predpogoj za izdelavo načrta za
izboljšanje procesa.
Slika 6 prikazuje z rudarjenjem procesov odkrit model
procesa bolnišničnega zaračunavanja, ki je generiran na osnovi
100.000 primerkov izvedbe procesa.
Slika 8: Grafi uspešnosti procesa bolnišničnega
zaračunavanja
Z rudarjenjem uspešnosti lahko pridobimo odgovore na
vprašanja kot so:
- Kje v procesu so ozka grla (angl. bottleneck)? (1)
aktivnost je počasna zato predstavlja ozko grlo; (2) vse
vhodne povezave v aktivnost so počasne, zato je
najverjetneje ozko grlo vir, ki mu je dodeljena izvedba
aktivnosti; in (3) počasna je predaja dela (angl. handoff)
Slika 6: Model algoritmično pridobljenega procesa med dvema viroma.
- Kateri viri (zaposleni) so v procesu preobremenjeni in
Iz uporabniškega vmesnika in diagrama (Slika 6) so pod-obremenjeni? V kolikor dnevnik dogodkov beleži tudi
neposredno razvidni določeni statistični podatki o izvedbi vire, ki so bili zadolženi za izvedbo aktivnosti, lahko
procesa kot so: število variant izvedbe procesa (v danem primeru rudarjenje procesov generira mrežo odvisnosti med viri.
1000 variant), število različnih aktivnosti (v našem primeru 18), - Kje v procesu se izvajajo ponovitve opravil? Rudarjenje
minimalni, povprečni in najdaljši čas izvedbe primerka procesa, procesov lahko prepozna ponovno izvajanje opravila, parov
število ponovitev posameznih aktivnosti in kvantifikacija relacij opravil ali širših zank, ki potencialno predstavljajo
neposrednih naslednikov (tj. dveh zaporednih aktivnosti). redundantno ali jalovo delo.
Zaradi kompleksnosti realnih procesov (Slika 7), predvsem
iz vidika števila variacij izvedb enega procesa (varianta 3.3 Preverjanje skladnosti
predstavlja vse sledi procesa z istim zaporedjem aktivnosti), so Preverjanje skladnosti (angl. conformance checking) omogoča
običajno tudi procesne mape kompleksne, zato orodja običajno primerjavo izvajanega modela (oziroma dnevnika dogodkov) z
nudijo možnosti abstrakcije pridobljenih modelov in sicer se definiranimi poslovnimi pravili ali definiranim modelom procesa
najpogosteje omejuje prikaz glede na pogostost izvedbe (angl. prescribed process model) (Slika 5) in je s tem relevantno
aktivnosti ali povezav (na primer prikaz najpogosteje ali za usklajevanje poslovanja z zahtevami in za presojanje
najredkeje izvedenih variant procesa). poslovanja (angl. auditing). Primeri poslovnih pravil, ki se lahko
preverjajo so:
- omejitve kontrolnega toka, kot je analiza izvajanja
obveznih aktivnosti (na primer: odobritve zahtevkov ali
obvezna kontrola kakovosti);
- omejitve nivoja storitev oziroma SLA (angl. service level
agrement), kot je najdaljši dovoljen čas izvajanja aktivnosti,
pod-procesa ali procesa;
- omejitve virov kot je »ločevanje dolžnosti« (na primer: ista
oseba ne sme izvesti dveh zaporednih aktivnosti) in
- identifikacija redkih primerkov izvedbe, ki so
Slika 7: Dejanska kompleksnost realnega procesa
potencialno neskladni s poslovnimi pravili.
3.2 Rudarjenje uspešnosti procesov pravil ali definiranega modela procesa. Slika 9 prikazuje število Rezultat analize preverjanja skladnosti je seznam odstopanj od
Z rudarjenjem uspešnosti procesov (angl. performance mining) izvedb primerkov procesa glede na njihovo trajanje. Označeni so
pridobimo dodatne informacije o modelih procesov, ki lahko vsi primerki procesa bolnišničnega zaračunavanja, ki se izvedejo
vodijo v njihove izboljšave (Slika 5). Rezultat rudarjenja v manj kot 30 dneh (predpostavimo, da je to opredeljeno v SLA).
uspešnosti so grafi uspešnosti (Slika 8) in modeli procesov, ki so Primerki, ki ustrezajo SLA oziroma primerki, ki temu ne
dopolnjeni z informacijami kot so trajanja aktivnosti ali pogledi ustrezajo, se lahko nato še podrobneje analizirano kot je
na procese iz vidika določenega vira. predstavljeno v naslednjem podpoglavju.
Slika 11: Struktura počasnih primerkov procesa
Slika 9: Filtriran prikaz modela procesa bolnišničnega
zaračunavanja
4 ZAKLJUČEK
3.4 Analiza različic procesov
Digitalna preobrazba in optimizacija poslovanja je prepletena s
Analiza različic (angl. variant analysis) temelji na primerjavi tehnološkimi inovacijami, ki morajo zagotavljati hiter in
dveh ali več različic dnevnikov dogodkov istega procesa (Slika veljaven vpogled v delovanje organizacij, temelječ na realnih
5), ki tako predstavljajo različne variante procesa (na primer, podatkih, na način, ki je razumljiv vsem vpletenim. Med ključne
primerjava vseh primerkov procesa, ki so se uspešno zaključili tehnike za doseganje navedenega spada rudarjenje procesov, ki
glede na neuspešne). Primerjava variant procesov poda vpogled izkorišča močno povezanost med fizično in informacijsko
na vprašanja tipa »zakaj?«, na primer: realnostjo (digitalni dvojček) poslovanja, v kateri se poslovni
- zakaj se določeni primerki procesa (ki smo jih združili v eno dogodki beležijo v realnem času, le ti pa so uporabljeni za
izmed variant procesa) izvajajo hitreje kot drugi? usmerjanje, prilagajanje in nadzor poslovnih procesov.
- Zakaj se določeni primerki procesa uspešno zaključijo, Rudarjenje procesov postaja del rutine večjih podjetij razvitih
medtem ko se drugi neuspešno? držav, k čemu je pripomogel tudi širok nabor »enterprise-ready«
- Zakaj je vir, ki je vključen v izbrano varianto procesa manj orodij za rudarjenje procesov. Le ta so dostopna različnim vrstam
učinkovit kot drugi? in potrebam organizacij in omogočajo relativno nizek vstopni
Odgovore na zgornja vprašanja lahko pridobimo z enim prag v aktivnosti rudarjenja procesov. Slabost vpeljave orodij je
izmed naslednji pristopov analize različic procesov: (1) analizo pogosto, da so le ta v podjetjih implementirana v omejenem
metrik uspešnosti (angl. performance measures) različic obsegu in zato ne pokrivajo celotnega poslovanja [4].
procesov; (2) analizo različic procesov glede na čas izvedbe (na Poglavitna izziva širše vpeljave rudarjenja procesov ostajata
primer: analiza in primerjava različic procesov, ki so se izvajali kakovost podatkov in človeški dejavniki. Izkušnje kažejo, da je
pred in med pandemijo); (3) analiza različic procesov glede na okoli 80% časa potrebnega za lociranje, izbiranje, pridobivanje
lastnosti primerkov (na primer: vrsta izdelka, segment kupcev, in transformacijo podatkov, pogosto pa omenjene aktivnosti
geografsko področje, ipd.). odkrijejo tudi težave s kakovostjo podatkov, ki jih je potrebno
Na naslednjih dveh slikah (Slika 10 in Slika 11) je prikaz odpraviti neodvisno od rudarjenja procesov. Človeški dejavniki
strukture dela procesa bolnišničnega zaračunavanja, katerih so pogosto povezani z nepoznavanjem področja rudarjenja
primerki se izvedejo v manj kot 30 dnevih (31% vseh primerkov procesov in »strahom« pred odkritjem dejanskih procesov, ki bi
procesa) in strukture dela procesa bolnišničnega zaračunavanja, lahko izpostavili pomanjkljivo vodenje, neučinkovitosti ali
katerih primerki trajajo več kot leto dni (11% vseh primerkov neskladnosti med operativnih delovanjem in predpisi [4].
procesa).
5 LITERATURA IN VIRI
[1] M. Dumas, M. La Rosa, J. Mendling, and H. A. Reijers,
Fundamentals of Business Process Management. Berlin,
Heidelberg, Germany: Springer, 2018. doi: 10.1007/978-3-
662-56509-4.
[2] M. Kerremans, S. Searle, T. Srivastava, and K. Iijima,
“Market Guide for Process Mining,” Gartner, Sep. 2020.
Accessed: Sep. 08, 2021. [Online]. Available:
https://www.gartner.com/doc/reprints?id=1-
24ARMY34&ct=201002&st=sb
[3] E. De Roock and N. Martin, “Process mining in healthcare
– An updated perspective on the state of the art,” Journal of
Slika 10: Struktura hitrih primerkov procesa
Biomedical Informatics, vol. 127, p. 103995, Mar. 2022,
doi: 10.1016/j.jbi.2022.103995.
Iz primerjave slik je razvidno, da je v primeru počasnih izvedb [4] G. Polančič and M. Kocbek Bule, “Stanje in trendi na
procesa (Slika 11) veliko kratkih zank, ki predstavljajo področju rudarjenja procesov,” UI, vol. 30, no. 1, May
dolgotrajne, tudi več mesecev trajajoče ponovitve izvedbe 2022, doi: 10.31449/upinf.162.
opravil.
Ocena digitalnih kompetenc medicinskih sester v klinični
praksi: opisna raziskava
Assessing digital competencies of nurses in clinical
practice: a descriptive study
Anton Grmšek Svetlin Melita Peršolja
Katedra za zdravstveno nego, Fakulteta za vede o Katedra za zdravstveno nego, Fakulteta za vede o
zdravju/Univerza na Primorskem zdravju/Univerza na Primorskem
Izola, Slovenia Izola, Slovenia
97230368@student.upr.si melita.persolja@fvz.upr.si
Povzetek Abstract
Digitalizacija prinaša v zdravstveno nego novosti in inovativne The process of digitalization introduces innovations and novel
rešitve za medicinske sestre. Digitalne kompetence in uporaba solutions into healthcare, particularly benefiting nursing practice.
znanj s področja digitalne tehnologije predstavljajo ključen vidik Digital competencies and the application of knowledge in digital
dela medicinskih sester. Namen raziskave je bil opisati digitalno technologies are critical aspects of nurses' work. The aim of this
pismenost pri medicinskih sestrah. Uporabljena je bila study was to describe digital literacy among nurses. A
kvantitativna deskriptivna in eksplorativna neeksperimentalna quantitative, descriptive, and exploratory non-experimental
metoda empiričnega raziskovanja. Anketiranje je potekalo na empirical research method was employed. The survey was
vzorcu 51 medicinskih sester (36 žensk in 15 moških). conducted on a sample of 51 nurses (36 female and 15 male). The
Vprašalnik je bil sestavljen iz 25 trditev, povezanih z znanjem, questionnaire consisted of 25 statements related to knowledge,
sposobnostmi in odnosom do uporabe digitalnih tehnologij. skills, and attitudes towards the use of digital technologies. The
Upoštevana stopnja statistične značilnosti (p) je znašala ≤ 0,05. significance level (p) was set at ≤ 0.05. In addition to descriptive
Poleg deskriptivne statistike, smo uporabili Wilcoxonov test, statistics, we used the Wilcoxon test, Mann-Whitney U test,
Mann-Whitneyev U-test, Kruskal-Wallisov H-test, Hi-kvadrat Kruskal-Wallis H test, Chi-square test, and linear regression
test ter linearno regresijsko analizo. Medicinske sestre izkazujejo analysis. Nurses demonstrated a high level of knowledge and
visoko znanje in sposobnosti s področja uporabe digitalnih skills in the use of digital technologies and exhibited a positive
tehnologij in imajo do njih pozitiven odnos (Me = 122, p < 0,001). attitude towards them (Me = 122, p < 0.001). It was found that
Ugotovljeno je bilo, da obstajajo razlike med spoloma in sicer so gender differences exist, with women achieving higher scores (x̄
ženske dosegle višji rezultat (x̄ = 113,73, s = 15,80). Statistično = 113.73, s = 15.80). No statistically significant differences were
pomembnih razlik med različnimi ravnmi zdravstvenega varstva identified across different levels of healthcare. Most nurses are
nismo ugotovili. Medicinske sestre so v večini digitalno digitally competent, possessing both the knowledge and skills
kompetentne, kar pomeni, da imajo znanje in sposobnosti s required for the use of digital technologies and expressing a
področja uporabe digitalnih tehnologij in obenem izražajo positive attitude towards their application. It is essential for
pozitiven odnos do njihove uporabe. Pomembno je, da svoja nurses to continue enhancing and deepening their knowledge in
znanja s področja digitalnih tehnologij nadgrajujejo in digital technologies, as this contributes to the improvement of
poglabljajo, saj tako prispevajo k izboljšanju delovnih procesov work processes and better patient care. in boljši oskrbi pacientov.
Keywords
Ključne besede Digitalization, informatics, nursing care, skills
Digitalizacija, informatika, sposobnosti, zdravstvena nega
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be honored. For all other uses, contact the owner/author(s).
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
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Prevod in validacija vprašalnika SHAIP za ocenjevanje
stališč zaposlenih v zdravstveni negi o umetni inteligenci*
Translation and validation of the SHAIP questionnaire for
assessment of nursing staff's perceptions of artificial
intelligence
Deja Praprotnik † Boštjan Žvanut
Dom upokojencev Idrija Univerza na Primorskem
Arkova ulica 4, 5280 Idrija Fakulteta za vede o zdravju
Slovenija Polje 42, 6310 Izola, Slovenija
deja.praprotnik@gmail.com bostjan.zvanut@fvz.upr.si
analysing internal consistency (Cronbach's α = 0.76) and the test-
Povzetek retest method (conducted on a sample of 48 respondents).
Validity was assessed using content validity (S-CVI/Ave = 0.91),
(SHAIP) je namenjen merjenju stališč zdravstvenih delavcev o concurrent validity and structural validity. Criterion validity was Vprašalnik »Shinners Artificial Intelligence Perception«
umetni inteligenci. Cilj študije je bil prevesti vprašalnik v assessed by using the construct attitudes toward use of artificial
slovenski jezik in ga validirati. Vprašalnik je izpolnilo 270 intelligence technology (rxy = 0.657, p < 0.001). The test-retest
zaposlenih v zdravstveni negi. Zanesljivost smo ocenili z analysis showed no statistically significant differences in the
analizo notranje skladnosti (Cronbachov α = 0,76) in metodo mean ranks between the test and retest phases, except for the last
ponovljenega testiranja (test-retest) na vzorcu 48 anketirancev. two items of the questionnaire. These items were later excluded
Veljavnost smo ocenili z analizo vsebinske (S-CVI/Ave = from the translated version following the analysis of structural
odgovorov test-retest je pokazala, da pri vseh, razen zadnjih umetne inteligence (rxy = 0,657, p < 0,001). Analiza constructs. The results suggest that the Slovenian version of the SHAIP questionnaire with the considered differences, is a dveh elementih vprašalnika, ni bilo statistično značilnih razlik v reliable and valid instrument for assessing perceptions of nursing povprečnih vrednostih rangov odgovorov med obema fazama staff on artificial intelligence. smo preverili s pomočjo konstrukta odnos do uporabe constructs, while the original instrument is based on two tehnologije 0,91), sočasne in strukturne veljavnosti. Kriterijsko veljavnost validity results. The final translated instrument consists of three
izpolnjevanja. Omenjena elementa vprašalnika sta bila po
analizi rezultatov strukturne veljavnosti izključena iz končnega
prevoda. Slovenska različica vprašalnika vsebuje tri konstrukte, Keywords
za razliko od izvirnega instrumenta, ki predvideva zgolj dva. Artificial intelligence, nursing, perceptions, validity, reliability
Rezultati nakazujejo, da je slovenska različica vprašalnika
SHAIP, ob upoštevanju razlik, zanesljiv in veljaven instrument
za ugotavljanje stališč zaposlenih v zdravstveni negi o umetni
inteligence.
Ključne besede
Umetna inteligenca, zdravstvena nega, stališča, veljavnost,
zanesljivost
Abstract
The Shinners Artificial Intelligence Perception (SHAIP)
questionnaire was developed to measure the attitudes of
healthcare professionals towards artificial intelligence. The aim
of the study was to translate the questionnaire in Slovenian
language and validate it. The questionnaire was completed by
270 employees in nursing care. Reliability was assessed by
∗Article Title Footnote needs to be captured as Title Note
†Author Footnote to be captured as Author Note
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Pridobivanje mikrodokazil z uporabo simulacij v
zdravstveni negi
Obtaining micro-credentials through simulation in nursing
Jakob Renko Patrik Pucer Igor Karnjuš
Fakulteta za vede o zdravju, Fakulteta za vede o zdravju, Fakulteta za vede o zdravju,
Univerza na Primorskem Univerza na Primorskem Univerza na Primorskem
Slovenija Slovenija Slovenija
jakob.renko@fvz.upr.si patrik.pucer@fvz.upr.si igor.karnjus@fvz.upr.si
Povzetek nursing education, it would make sense to use a simulation-based method of teaching for the acquisition of micro-credentials.
Uvod: Mikrodokazila predstavljajo nadgradnjo vseživljenjskega Purpose: To examine the introduction of micro evidence in
izobraževanja s katero bi tudi zdravstvena nega lahko zapolnila nursing through a simulation-based method of education.
vrzeli v okolju, kjer se potrebe po delovni sili hitro spreminjajo. Methods: An empirical qualitative research methodology was
Za reševanje potrebe po kontinuiranem vseživljenjskem razvoju used, which involved conducting semi-structured interviews and
in hkrati spremembe paradigme zdravstvenega izobraževanja, bi focus groups with nursing professionals. Data were analysed
pridobivanju mikrodokazil. Results: Ways in which simulations could contribute to the Namen : Preučiti vpeljevanje introduction of micro-evidence are also presented. Conclusion: mikrodokazil na področju zdravstvene nege z uporabo se bilo smiselno posluževati simulacijske metode poučevanja pri using content analysis to identify key themes and sub-themes.
simulacijske metode izobraževanja. Metode: Uporabljena je bila improve the competences of nurses and contribute to better The implementation of micro evidence and simulations could
empirična kvalitativna raziskovalna metodologija, ki je accessibility and standardisation of educational content. vključevala izvedbo pol-strukturiranih intervjujev in fokusnih
skupin s strokovnjaki na področju zdravstvene nege. Podatki so Keywords bili analizirani z uporabo vsebinske analize, da bi identificirali
ključne teme in podteme. Rezultati: Identificirana je tema education system. Micro-credentials, simulation training, lifelong learning, higher Simulacije kot metoda učenja za pridobivanje mikrodokazil in
podtemi z naslovoma Uporabnost simulacij v zdravstveni negi in
Pridobivanje mikrodokazil z uporabo simulacij. Predstavljeni so 1 UVOD tudi načini s katerimi bi simulacije doprinesle vpeljevanju
Hitrost napredka in sprememb v zdravstvu je sprožila potrebo po
izobraževanja v Sloveniji je ključna za karierni razvoj zaposlenih kontinuiranem vseživljenjskem izobraževanju in profesionalnem mikrodokazil. Zaključek: Nadgradnja sistema vseživljenjskega
v zdravstveni negi. Implementacija mikrodokazil in simulacij bi izpopolnjevanju vseh zdravstvenih profilov. Le s prilagajanjem
lahko izboljšala kompetence medicinskih sester ter prispevala k na potrebe zdravstvenih sistemov je možno nuditi varno in kakovostno zdravstveno oskrbo [1]. Nastajanje vrzeli med boljši dostopnosti in standardizaciji izobraževalnih vsebin. potrebami in formalno pridobljenimi kvalifikacijami, poskušajo
Ključne besede oblikovalci izobraževalnih politik po svetu, v Evropi in tudi
Sloveniji premostiti s pomočjo mikrodokazil [2]. Državna uprava
Mikrodokazila, simulacijsko usposabljanje, vseživljenjsko Republike Slovenije [3] definira mikrodokazila »kot zapise učnih
izobraževanje, visokošolski izobraževalni sistem. izidov, ki jih je posameznik dosegel z učenjem manjšega obsega.
Abstract Učni izidi so ovrednoteni s pomočjo Evropskega sistema prenašanja in zbiranja kreditnih točk (ECTS) na podlagi
Micro-credentials are an extension of lifelong learning that could pregledno in jasno definiranih standardov. Programi so
also help nursing to fill gaps in an environment where workforce pripravljeni tako, da opremijo posameznika s specifičnim
needs are changing rapidly. To address the need for continuous znanjem, spretnostmi in kompetencami, ki naslavljajo družbene,
lifelong development and at the same time a paradigm shift in osebne, kulturne potrebe oziroma potrebe trga dela.
Mikrodokazila so last posameznikov, ki jih lahko delijo z drugimi
∗Article Title Footnote needs to be captured as Title Note in prenašajo naprej. Lahko so samostojna ali se združujejo v
†Author Footnote to be captured as Author Note
večja. Podprta so s sistemi za zagotavljanje kakovosti in sledijo
Permission to make digital or hard copies of part or all of this work for personal or dogovorjenim standardom v sektorjih«. Mikrodokazila so na
classroom use is granted without fee provided that copies are not made or distributed globalni ravni še vedno v začetni fazi razvoja zato se soočamo z
for profit or commercial advantage and that copies bear this notice and the full
citation on the first page. Copyrights for third-party components of this work must veliko izzivi [4].
be honored. For all other uses, contact the owner/author(s). Izobraževanje današnjih študentov in strokovnjakov zdravstvene
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
© 2024 Copyright held by the owner/author(s). nege postaja vedno večji izziv za oblikovalce izobraževalnih
http://doi.org/10.70314/is.2024.sizn.7 politik, zdravstvene pedagoge, zdravstvene ustanove – učne baze
https://doi.org/10.70314/is.2024.sizn.7 https
://doi.org/10.70314/is.2024.sizn.7 in same udeležence, saj se potrebe in navade novih generacij zdravstvene nege [13]. Za namenski vzorec so bile uporabljene
korenito spreminjajo [5]. Avtorji v omenjeni raziskavi so tri demografske skupine:
dognali, da aktivno in konstruktivno učno okolje, ki temelji na • predstavniki visokošolskih učiteljev s področja
izzivih in učnih ciljih, pri njih spodbuja globlje učenje, ki zdravstvene nege, ki pri svojem delu uporabljajo
poudarja razumevanje in uporabo znanja ter se osredotoča na simulacije kot metodo učenja (6);
razumevanje namesto na pomnjenje. Takšno učno okolje je • predstavniki, ki sodelujejo pri oblikovanju politike
možno doseči tudi s simulacijsko metodo izobraževanja [6]. visokošolskega izobraževanja (4);
Simulacijska metoda izobraževanja vključuje uporabo različnih • predstavniki kliničnih mentorjev zdravstvene nege
modalnosti kot so simulatorji delnih nalog, simulatorji visoke oz. strokovnjaki iz prakse (5).
zvestobe, standardizirani pacienti, računalniško podprte Predstavniki visokošolskih učiteljev so zastopali Univerzo na
simulacije, virtualna resničnost in hibridne simulacije [7]. Primorskem, Univerzo v Mariboru in Univerzo v Ljubljani, s
Uporaba simulacijskih aktivnosti ima v povezavi z mikrodokazili čimer smo zajeli vse javne univerze v slovenskem prostoru.
dve prednosti. Ta pristop predstavlja inovativen način, s katerim Predstavniki kliničnih mentorjev so zastopali primarno,
lahko izobraževalne ustanove in izvajalci zdravstvenih storitev sekundarno in terciarno raven zdravstvenega varstva, s čimer
pridobijo kompetence potrebne za strokovni razvoj, izvajanje in smo si zagotovili celovit prispevek z vseh ravni. Predstavniki, ki
vrednotenje učinkovitih strategij poučevanja ter oblikovanje sodelujejo pri oblikovanju politike visokošolskega
učnih načrtov v spletnem in praktičnem okolju. Prav tako izobraževanja, so zastopali krovni organ za zdravstveno nego v
mikrodokazila podpirajo merjenje in nadgrajevanje kompetenc s slovenskem prostoru, in sicer Zbornico zdravstvene in babiške
pomočjo simulaciji, za doseganje optimalnih rezultatov nege Slovenije – Zvezo strokovnih društev medicinskih sester,
posameznika [8]. Mikrodokazila so pogosto tesno povezana tudi babic in zdravstvenih tehnikov Slovenije, Strateški svet za
z digitalnimi značkami. To so virtualni in digitalni simboli, ki zdravstvo Republike Slovenije ali pa so zasedali visoke položaje
predstavljajo dosežke, spretnosti ali znanja, pridobljene v na univerzitetni ravni.
različnih okoljih, kot so spletni tečaji ali druge vrste
izobraževanj. Pogosto se uporabljajo za spodbujanje učenja in 3.2 Raziskovalni instrument
priznavanje dosežkov v izobraževalnih platformah [9–11]. Pri izvedbi intervjujev in fokusnih skupin smo si pomagali z
Vključevanje simulacij v študijske programe zdravstvenih strok delno strukturiranim vodičem, ki je bil sestavljen iz treh sklopov
je pri študentih izboljšala pridobivanje znanja in veščin ter vprašanj. Pri oblikovanju vprašalnika smo si pomagali s
okrepila kakovost in varnost klinične prakse [12]. podobnim tipom raziskave, ki so jo izvedli Lok in sod. [1], in
Za reševanje potrebe po kontinuiranem vseživljenjskem razvoju pregledom relevantne literature.
in hkrati spremembe paradigme zdravstvenega izobraževanja, bi Sklopi delno strukturiranega vodiča so obsegali:
se bilo smiselno posluževati simulacijske metode poučevanja pri • sklop 1: Demografski podatki;
pridobivanju mikrodokazil [1, 8, 12]. • sklop 2: Stališča do mikrodokazil;
• sklop 3: Združevanje mikrodokazil, simulacijske
2 metode poučevanja in zdravstvene nege. NAMEN IN RAZISKOVALNO Vprašalnik je vseboval 6 vprašanj in kratko definicijo VPRAŠANJE obravnavanega področja, ker se je to izkazalo za potrebno zaradi
Namen raziskave je preučiti vpeljevanje mikrodokazil na specifike tematike. področju zdravstvene nege z uporabo simulacijske metode
izobraževanja. 3.3 Potek raziskave
Raziskovalno vprašanje: Kakšne so možnosti pridobivanja Prostovoljce za sodelovanje v raziskavi smo kontaktirali in mikrodokazil s pomočjo simulacijske metode izobraževanja na angažirali preko elektronske pošte. Uporabili smo elektronske področju zdravstvene nege? naslove dostopne preko spleta. Pridobivanje podatkov smo
izvedli preko platforme ZOOM ali v živo v mesecih septembru,
3 oktobru in novembru v letu 2023. Intervjuji so se snemali znotraj METODE omenjene platforme oz. s telefonom. Zvočni posnetki bodo
3.1 uničeni tri mesece po objavi raziskave. Od udeležencev smo pred Vzorec
deskriptivno interpretativni dizajn. Podatke smo zbrali s pomočjo sodelovanja, pravica do odstopa in nekaj osnovnih informacij dveh fokusnih skupin in 10 individualnih intervjujev. V prvi glede preučevane tematike. Sodelujoči so lahko raziskavo fokusni skupini sta sodelovala dva udeleženca, v drugi skupini zapustili med celotnim procesom izvajanja raziskave brez Uporabili smo empirično kvalitativno metodo dela in raziskavi, kjer so pojasnjeni namen raziskave, pravila izvedbo pridobili informirano soglasje za sodelovanje v
pa trije. Izvajanje fokusnih skupin se je izkazalo za pomanjkljivo obrazložitve. Na vprašanja jim ni bilo treba odgovarjati, če si
in neučinkovito zaradi specifike področja in težav z tega niso želeli. Raziskava je potekala v prostem času vseh
raziskave smo se odločili za pridobivanje informacij z Pridobljeni podatki so bili obdelani s pomočjo programa za individualnimi intervjuji. S procesom intervjuvanja smo kvalitativno analizo besedil NVivo. usklajevanjem prostih terminov udeležencev. V nadaljevanju sodelujočih posameznikov in je bila popolnoma anonimna.
prenehali, ko smo zaznali zasičenost podatkov. Skupno je v Uporabljena je bila fenomenološka metodologija, ki omogoča raziskavi sodelovalo 15 prostovoljcev, od tega 11 žensk in štirje kredibilnost in zanesljivost podatkov [14]. Po opravljenih moški. Razmerje v spolu se sklada z zastopanostjo na področju fokusnih skupinah in intervjujih je sledila transkripcija
posnetkov in slovnično popravljanje zapisov, pri čemer je pomen »Zelo so me navdušile, ker gre za poseben pedagoški pristop, ki
vsebine ostal nespremenjen. Za obdelavo podatkov smo ga lahko uporabljaš v kakršnihkoli razmerah, bodisi na cesti ali
uporabili proces po Colaizzijevi v sedmih stopnjah [15]: pa v visokotehnoloških okoljih. Predvsem je ta pristop tisti, v
1. seznanitev s transkripti: branje in večkratno ponovno katerem vidim prednost.« (VU5)
branje transkriptov; »Simulacije poznam in jih zelo podpiram, ker se mi zdi bistveno,
2. identifikacija pomembnih izjav: izvleček da določene stvari najprej poizkusimo na neživi stvari, preden se
pomembnih izjav; preselimo na realne paciente. To je dolžnost vsakega, da mora
3. formulacija pomenov: združevanje izjav v širše pred invazivnimi posegi najprej opraviti določeno število ur v
pomensko povezane skupine; simulacijskem centru. Vsekakor se mi zdi zelo dobrodošlo. Tudi
4. ustvarjanje tem: združevanje v smiselni sistem tem študenti bi se morali tega zavedati, da se najprej 100-odstotno
in podtem; naučiš na simulatorju in nato preideš na pacienta.« (KMZN5)
5. razvoj izčrpnega opisa: izpostavitev bistva nekega »Mislim, da je velika večina zaposlenih v zdravstvu tako
pojava in integracija vseh ugotovitev; naravnana, da so simulacije v sožitju s podajanjem teoretičnega
6. izdelava temeljne strukture: odstranitev vseh znanja tista metoda, s katero si bodo ljudje bistveno bolj
neustreznih vsebin in opisov in razkritje temeljne zapomnili pridobljeno znanje. Teorija pa vsekakor mora biti
strukture pojava; prisotna. Študenti si lažje predstavljajo, kako teče določen
7. verifikacija temeljne strukture: pregled in potrditev postopek in ga tudi sami izvajajo. Mislim, da so simulacije tisti
rezultatov s strani udeležencev z namenom aspekt, ki bi ga morali bistveno bolj vpeljati v prakso, pa nam ne
pridobivanja povratne informacije o pravilni gre najbolje.« (PP2)
interpretaciji.
4.2 Pridobivanje mikrodokazil z uporabo
4 REZULTATI simulacij
V sklopu raziskave smo prepoznali glavno temo, in sicer Iz intervjujev in fokusnih skupin smo razbrali, da so udeleženci
Simulacije kot metoda učenja za pridobivanje mikrodokazil. v raziskavi naklonjeni pridobivanju mikrodokazil s pomočjo
Poleg tem smo izpostavili tudi dve podtemi, ki sta razvrščeni k simulacijske metode učenja.
temi, kot je prikazano v Tabeli 1. »Jaz ta dva koncepta vidim kot zelo združljiva, zakaj pa ne. To je
seveda izvedljivo le s pravilnim načrtovanjem. Treba je razvijati
Tabela 1: Tema in podtemi vpeljevanja mikrodokazil v celovite vsebine in sistematične delavnice. Ne vidim, zakaj se ne
zdravstveno nego s pomočjo simulacijske metode učenja bi teh znanj pridobivalo s pomočjo simulacij. Vidim kvečjemu
veliko plusov.« (VU6)
»[Simulacije] so zelo pomemben način za učenje praktičnih
Tema Podtemi
veščin, manj dolgočasna metoda. Ljudje jo veliko hitreje
Simulacije kot Uporabnost simulacij v zdravstveni negi
sprejmejo kot neko klasično obliko učenja in poučevanja. Je tak
metoda učenja za Pridobivanje mikrodokazil z uporabo
način zelo dober zato, da se vzdržuje kondicija. Tudi za nekoga,
pridobivanje simulacij
ki mogoče ni več 100-odstoten v praksi.« (PP1)
mikrodokazil
»Jaz sem zelo nagnjena k pridobivanju mikrodokazil preko
katere demografske skupine in od katerega posameznika citat pridobiš s simulacijami, je to kot učenje vožnje z avtom. Lahko izhaja: poznaš vse predpise in pravila, avta pa ne spraviš s parkirišča. • VU 1 – 6 (predstavniki visokošolskih učiteljev s področja Zagotovo to podpiram in mislim, da bi se kakovost obravnave ne Citati so označeni s kraticami in številkami, ki ponazarjajo, iz zelo pomembna, toda če nimaš različnih spretnosti, ki jih simulacijske metode, ker ni vse samo v teoriji. Seveda je [teorija]
zdravstvene nege, ki pri svojem delu uporabljajo simulacije kot glede na področje dvignila.« (KMZN2) metodo učenja); Poleg izrazite podpore pa so bili izraženi tudi pomisleki glede • PP 1 – 4 (predstavniki, ki sodelujejo pri oblikovanju politike dejstva, da bi se mikrodokazila pridobivala izključno s pomočjo visokošolskega izobraževanja); simulacijske metode učenja. Sodelujoči so bili mnenja, da se • KMZN 1 – 5 (predstavniki kliničnih mentorjev zdravstvene simulacije lahko uporabljajo kot metoda preverjanja znanja in da nege oz. strokovnjaki iz prakse). je ob simulacijah še vedno prisotna potreba po kliničnem
praktičnem usposabljanju in podajanju teoretičnega znanja preko
4.1 Uporabnost simulacij v zdravstveni negi » predavanj.
Simulacijski scenariji so lahko tudi tehnika preverjanja znanja.
Simulacije kot metoda učenja so se izkazale za zaželen pristop Veliko naših izobraževanj je zastavljenih tako, da se tega niti ne
za pridobivanje novega znanja. Intervjuvanci so jih identificirali izvaja. Pri simulacijski metodi pa preverjaš tako teoretično
za najprimernejši način za povezavo teoretičnega znanja s znanje kot tudi praktične veščine in na koncu oceniš celoto. To je
praktičnim. odlično, sploh če želimo podeliti ECTS točke, kjer potrebujemo
»Odlična metoda za implementacijo teorije v prakso. Veliko se o tudi neko metodo preverjanja znanja.« (VU3)
tem govori. Slovenija se v tem počasi prebuja, tujina ima že leta »Pridobivanje mikrodokazil, ki se nanašajo na praktične veščine
dodelane programe, kjer so simulacije vpete v izobraževalni v zdravstveni negi, se nikakor ne more dogajati izključno v
program.« (KMZN4)
simuliranem okolju. Del bi moral biti izveden tudi v kliničnem spretnosti in utrjujejo znanje kot tudi spodbujajo kritično
okolju.« (PP3) razmišljanje [19]. Zato je pri novih generacijah ključnega
»Mikrodokazil samo preko simulacijske metode jaz osebno ne bi pomena, da se opredeli kombinacija metod, ki presega okvir
uvajala. Za samo pridobitev dokazila je potrebno izobraževanje običajnih učnih pristopov in se vključi tudi uporabo bolj
intervencij v kliničnem okolju. Brez dela na realnih pacientih se inovativnih in prožnih metod učenja kot so simulacije [19, 20].
mi izdajanje certifikatov o znanju ne zdi legitimno.« (KMZN5) Rezultati, ki smo jih pridobili lahko služijo kot vodilo pri
»Jaz vedno vidim situacijo tako, da vedno potrebuješ neko vzpostavljanju sistema pridobivanja mikrodokazil v zdravstveni
teoretično ozadje, potem pa sledi praksa. Teoretično naj bi bile negi.
samo osnovne stvari povedane, s prakso pa utrjuješ in povezuješ Izvedena raziskava ima nekaj omejitev. V vzorec intervjuvancev
znanje.« (KMZN1) bi bilo smotrno vključiti tudi predstavnike akreditacijskih
»Želim si, da bi bil nek manjši, krajši del namenjen teoriji. Ne v organov in predstavnike državnih sistemov, ki so zadolženi za
smislu, da izvajalec pride in predava, ampak da se udeleženci na uvajanje mikrodokazil v slovenski prostor. Prav tako je omejitev
usposabljanje doma pripravijo, na lokaciji pa se snov samo relativna novost področja mikrodokazil in slabo poznavanje
ponovi.« (VU2) omenjene tematike med zaposlenimi v kliničnih okoljih. Ker je
prenova vseživljenjskega učenja v visokošolskih sistemih še v
zelo zgodnji fazi, je bilo iskanje kandidatov s primernim znanjem
5 RAZPRAVA na tem področju zahtevno.
Rezultati naše raziskave so nam omogočili vpogled v vpeljevanje V nadaljnjih raziskavah na obravnavanem področju bi se bilo
mikrodokazil na področju zdravstvene nege s pomočjo zanimivo usmeriti v študije primerov vpeljevanja mikrodokazil.
simulacijske metode izobraževanja. S pomočjo intervjujev in Smiselno bi bilo izvajati kvantitativne raziskave med
fokusnih skupin smo podrobneje raziskali možnosti vpeljave zdravstvenim osebjem glede želenih področij izobraževanja in
sistema mikrodokazil s pomočjo simulacij kot metode pridobivanja mikrodokazil. Menimo, da je treba nadaljevati
izobraževanja. kvalitativno raziskovanje tega področja, pri čemer bi informacije
Vsi intervjuvanci so izrazili podporo združevanju pridobivanja zbirali preko vseh deležnikov ekosistema mikrodokazil, ki ga
mikrodokazil s simulacijsko metodo učenja. Pomanjkanje skušamo vzpostaviti. Digitalne značke v samostojni obliki lahko
sorodnih raziskav, ki so se ukvarjale s to tematiko, je izrazito. Če tudi predstavljajo primerno tematiko za raziskovanje na področju
primerjamo sestavne dele kvalitetnega simulacijskega zdravstvene nege. Prav tako smo mnenja, da bi bila boljša
usposabljanja, ki jih določajo Standardi najboljših praks za komunikacija med deležniki ključnega pomena za kakovosten
simulacijo v zdravstveni negi [16], in sestavne dele zagon nadgradnje vseživljenjskega učenja. Glede na to, da je
mikrodokazil, ki jih izpostavljata Bideau in Kearns [17], lahko vizija Evropske unije [21] vpeljevanje mikrodokazil na vseh
vidimo, da sta si načrta podobna in posledično ne moremo podati delovnih področjih, menimo, da je prisotno občutno
smiselnih argumentov za večje težave pri soobstajanju. Oba pomanjkanje raziskav, ki bi se osredotočale na izzive in prednosti
načrta potrebujeta jasno določene cilje in rezultate, ki jih bodo specifičnih področij.
udeleženci dosegali, za oba je potrebna predpriprava na vsebine,
ki so jasno določene, v obeh primerih gre za specifično področje
pridobivanja kompetenc, oba načrta spodbujata visoko stopnjo 6 ZAKLJUČEK
lastne angažiranosti udeležencev, oba načrta podpirata uporabo Nadgradnja sistema vseživljenjskega izobraževanja v Sloveniji
evalvacije, oba načrta sta jasno strukturirana in ju lahko hitro je izredno pomembna. Zaposleni v zdravstveni negi se pogosto
prilagajamo potrebam učečih se in delovnega okolja. Ugotovili znajdejo v situacijah, kjer je karierni razvoj otežen in pravi
smo, da bi se simulacije lahko uporabljale tudi kot metoda napredek z dodatnimi kompetencami skoraj nemogoč.
preverjanja znanja. Prav tako je še vedno prisotna potreba po Mikrodokazila predstavljajo novost na področju nadgrajevanja in
kliničnem praktičnem usposabljanju in podajanju teoretičnega posodabljanja znanja ter priznavanja spretnosti, ki bi zaposlenim
znanja na druge že ustaljene načine, kot so predavanja. Druge na vseh ravneh zdravstva koristila. Simulacije pri tem
raziskave podpirajo simulacije kot metodo za dokazovanje predstavljajo metodo učenja, s katero je mogoče izvajati celo
znanja in kompetenc pri profesionalnem razvoju, če jih je vrsto izobraževanj v kontroliranem okolju, pri čemer pacienti
mogoče uskladiti s kompetencami in cilji izobraževalnih niso ogroženi. Raziskali smo vpeljevanje mikrodokazil na
programov. To predstavlja pomembne priložnosti za ocenjevanje področje zdravstvene nege s pomočjo simulacij, kjer smo
spretnosti, ki ne vključujejo zgolj praktičnih veščin [18]. ugotovili, da je nadgradnja vseživljenjskega učenja z
Peisachovich in sod. [8] navajajo, da ima uporaba simulacij kot mikrodokazili zaželena ter prinaša mnogo prednosti, kot so
metode za evalvacijo in dopolnjevanje vsebin mikrodokazil boljša dostopnost izobraževanj, izboljšanje samih kompetenc
nekaj prednosti. Navajajo, da mikrodokazila lahko podpirajo strokovnjakov v zdravstveni negi, nadgradnja vseživljenjskega
merjenje in nadgrajevanje kompetenc preko simulacijskih učenja, osredotočenost na učečega in standardizacija
aktivnosti, preko česar spodbujajo tudi optimalne učne izide. izobraževalnih vsebin. Dognali smo tudi, da se intervjuvancem
Prav tako navajajo, da združevanje mikrodokazil s simulacijami zdi izvajanje mikrodokazil s pomočjo simulacij smiselno in
omogoča inovativen način pridobivanja kompetenc za razvoj, pogosto tudi nujno v kontekstu pridobivanja novih kliničnih
izvajanje in oceno učinkovitih poučevalnih strategij, oblikovanje veščin ter spretnosti. Ekosistem mikrodokazil v slovenskem
učnih načrtov in dokazovanje znanja v obliki spletnega portfolia. prostoru je še vedno v začetnih fazah razvoja. Menimo, da bi s
Različne simulacijske metode bi lahko v okviru pridobivanja kvalitetno implementacijo tega novega pristopa k
mikrodokazil dopolnjevale tradicionalne metode poučevanja, saj vseživljenjskemu učenju pripomogli k nadgradnji
slednje pri učečem izboljšujejo tako tehnične kot netehnične izobraževalnega sistema. Mnogo strokovnih področij se bo
spoprijemalo z velikimi težavami, če ne bodo temelji ekosistema
in zakonodaje postavljeni enotno in jasno. Menimo, da je v
našem prostoru mogoče z bolj kakovostnim in konstantnim
prenosom informacij med deležniki ustvariti sistem, ki bo
deloval v dobro uporabnikov. Prav tako bi bilo smiselno postaviti
enega od deležnikov v vodilno vlogo, ker bi tako proces imel
motivatorja in iniciatorja, ki bi spodbujal ter koordiniral vse
druge vključene. Glede na velikost prostora Slovenije to vsaj v
teoriji ne bi smelo predstavljati prevelikih težav.
ACKNOWLEDGMENTS / ZAHVALA
Zahvalili bi se intervjuvancem, da so si vzeli čas za sodelovanje
v raziskavi. Brez njihove udeležbe bi bilo doseganje namena
nemogoče.
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Uporaba navidezne in obogatene resničnosti
v zdravstveni negi
Using virtual and augmented reality in nursing
Mojca Peterlin Jelena Ficzko Danica Dolničar
Zdravstvena fakulteta Zdravstvena fakulteta Naravoslovnotehniška fakulteta
Univerza v Ljubljani Univerza v Ljubljani Univerza v Ljubljani
Ljubljana, Slovenija Ljubljana, Slovenija Ljubljana, Slovenija
mojca.peterlinp@gmail.com jelena.ficzko@zf.uni-lj.si danica.dolnicar@ntf.uni-lj.si
POVZETEK
S hitrim razvojem informacijske tehnologije se v zadnjem času 1 UVOD
močno povečuje uporaba oblik razširjene resničnosti, kar se Zmanjševanje razkoraka med teorijo in prakso med
odraža tudi v zdravstveni negi. V prispevku najprej izobraževalnim procesom je nujno. Uporaba tehnologij, kot je
predstavljamo povzetek stanja raziskav razvoja in uporabe navidezna resničnost, podpira teorijo situacijskega učenja, ki
navidezne resničnosti in obogatene resničnosti na tem pravi, da lahko simulacija zagotavlja alternativna okolja za
strokovnem področju, nato navajamo nekaj na tržišču dostopnih učenje na kraju samem prek različnih virtualnih kontekstov, ki
aplikacij, primernih za uporabo v izobraževanju, usposabljanju uporabnikom dajejo občutek prisotnosti ali "biti tam" in s tem
ali klinični praksi. Podrobneje sta predstavljeni dve aplikaciji, možnost učenja v verodostojnem in edinstvenem kontekstu. [1]
SimX in AccuVein. Uporaba tovrstnih aplikacij prinaša številne Tudi za usposabljanje zaposlenih v zdravstveni negi (ZN) ima
prednosti, ima pa tudi nekaj slabosti. V prihodnje je pričakovati uporaba novih tehnologij potencial, prinaša pa tudi izzive.
še več raziskav o njihovi primernosti in učinkovitosti ter razvoj
novih in/ali izboljšanih aplikacij za vse več področij zdravstvene 1.1 Navidezna in obogatena resničnost
nege. Razširjena resničnost (eXtended Reality, XR) je pogosto
ABSTRACT uporabljen krovni izraz za več podvrst resničnosti, vključno z
The rapid development of information technology has recently resničnostjo ( navidezno resničnostjo (Virtual Reality, VR), obogateno
led to a significant increase in the use of types of extended reality, (Mixed Reality, MR). VR je tehnologija, ki zagotavlja skoraj Augmented Reality, AR) in mešano resničnostjo
a summary of the state of research on the development and use način [2]. Omejili se bomo na tip potopitvene VR, pri kateri of virtual reality and augmented reality in this professional field, dobimo which is also reflected in nursing. In this paper, we first present resnično in/ali verodostojno izkušnjo na sintetičen oz. virtualen
and then list some commercially available applications suitable svetu. To lahko dosežemo občutek, da se nahajamo v računalniško ustvarjenem
applications, SimX and AccuVein, are presented in more detail. projektorjev. Pogosto VR uporabniku omogoča interakcijo z The use of such applications brings many advantages, but also ustvarjenim 3D okoljem [3]. Za razliko od VR je AR tehnologija, some disadvantages. More research on their suitability and katere cilj je digitalna povezava in razširitev fizičnega okolja ali for use in education, training or clinical practice. Two (Head-Mounted Display, HMD) ali z uporabo sistema s tehnologijo naglavnega zaslona
effectiveness and the development of new or improved uporabnikovega sveta v realnem času z dodajanjem plasti applications for more and more aspects of nursing are expected digitalnih informacij. [4]. Prikaz poteka na različne načine, npr. in the future. z uporabo kamere in markerjev v realnem svetu, na lokaciji,
zaznani npr. z GPS, s projekcijo na objekte ali s prekrivanjem
KLJUČNE BESEDE prenosni napravi. objektov. Rezultat si ogledujemo bodisi s pametnimi očali ali na
zdravstvena nega, navidezna resničnost, obogatena resničnost,
simulacija 1.2 Ravni uporabe XR
KEYWORD Aplikacije XR nastopajo na številnih strokovnih področjih, med
katerimi ima zdravstvo zelo vidno mesto, saj se uporabljajo tako
nursing, virtual reality, augmented reality, simulation med potekom študija/šolanja, za usposabljanje zaposlenih ali v
klinični praksi. Nekatere rabe so namenjene neposredno
pacientom (npr. za zdravljenje različnih fobij, depresije ipd.), a
Permission to make digital or hard copies of part or all of this work for personal or jih tu ne bomo posebej obravnavali. V ZN so prisotne v
classroom use is granted without fee provided that copies are not made or distributed izobraževanju bodočih medicinskih sester, za dodatno
for profit or commercial advantage and that copies bear this notice and the full usposabljanje obstoječega kadra in v klinični praksi.
citation on the first page. Copyrights for third-party components of this work must
be honored. For all other uses, contact the owner/author(s). Izobraževalni vidik sicer v raziskavah prevladuje. Med glavnimi
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia cilji uvedbe novih pristopov poučevanja je zmanjševanje © 20 24 Copyright held by the owner/author(s). stroškov in tveganja https://doi.org/10.70314/is.2024.sizn.8 s posnemanjem avtentičnih kliničnih
scenarijev brez neposrednega stika s pacienti. [5]. S simulacijo
imajo študenti različne praktične priložnosti za ponovitev VR v ZN je ugotovil izboljšave v znanju, ne pa tudi v spretnostih,
kliničnih scenarijev ter takojšnje rezultate in samorefleksije. [6] zadovoljstvu ali samozavesti. [6] Pri uporabi 360° VR videa za
V medicini in ZN se pojem simulacije sicer pogosto uporablja za mehansko ventilacijo pa je prišlo celo do nižjega zadovoljstva,
preigravanje scenarijev, ki ni nujno računalniško podprto. Prav brez razlik v znanju ali spretnostih v primerjavi s pristopom v
tako gre pri izrazu virtualne simulacije v literaturi večkrat le za živo. [11] Ena od preglednih študij je ugotovila same pozitivne
prikaz virtualnega sveta na računalniškem zaslonu. V prispevku učinke (na znanje, spretnosti, samozavest in zadovoljstvo) pri
se bomo omejili na uporabe, ki vključujejo 3D potopitveno uporabi XR v izobraževanju ZN. [12]
izkušnjo, torej vizualno izključujejo resnični svet okoli nas - Kljub porastu simulacij VR v ZN je še vedno premalo študij o
simulacije VR. Izobraževalne simulacije z uporabo VR lahko potopitvenih scenarijih VR, temelječih na HMD. Za večjo
razdelimo v štiri skupine glede na cilje [7]: učenje postopkovnih učinkovitost VR bi morali snovalci aplikacij razmisliti o
veščin za izboljšanje tehničnega znanja in spretnosti; vključitvi haptičnih naprav za vadbo psihomotoričnih veščin ter
usposabljanje za ukrepanje v sili, ki se osredotoča na zaupanje; vključiti socialno interakcijo za poučevanje mehkih veščin. [7]
učenje mehkih veščin, ki uči empatije; in končno, vadba
psihomotoričnih sposobnosti. 2.3 Prednosti in slabosti uporabe XR
Pregledne študije vključevanja VR v izobraževanje za poklice v
2 zdravstveni dejavnosti med prednostmi navajajo dostopnost, RAZISKAVE XR
ponovljivost in stroškovno učinkovitost pristopa, med slabostmi
2.1 pa visok začetni strošek, tehnične omejitve, in možnost nelagodja Rast števila raziskav
za uporabnika [13]. Za tovrstno nelagodje se pogosto uporablja
Raziskave XR z omembo ZN so v zadnjem času v vzponu, kar izraz kibernetska bolezen. Pod tehnične omejitve bi lahko šteli
vidimo iz rezultatov poizvedbe v bibliografski zbirki podatkov tehnološke težave in pomanjkanje realizma v virtualnih svetovih,
Scopus, ki nam za iskalni profil (virtual-reality OR augmented- s katerimi so se srečevali tako študentje ZN kot zaposleni. [1].
reality OR mixed-reality) AND nursing-education vrne 493 Pri aplikaciji z 360° VR videom so uporabniki v nasprotju z
objav, pri čemer število objav v zadnjih letih močno narašča prejšnjo ugotovitvijo med drugim pohvalili tudi stopnjo
(Slika 1). Večina objav (445) vsebuje temo VR, manj (83) pa AR. realizma. Stopnja sprejemanja VR je lahko odvisna tudi od
Obe temi vsebuje 42 objav. Pri VR gre v določeni meri tudi za značilnosti posameznega uporabnika ter od njegovega dojemanja
objave brez potopitvene izkušnje. in odnosa do VR. Realnost, s katero se srečujemo v praksi, se
120 lahko razlikuje od naših pričakovanj. [14] Ena od skrbi ob
100 uporabi virtualnih okolij brez dejanskih pacientov je tudi
nevarnost, da lahko pride do pomanjkanja sočutnosti. [15]
v 80
b 60 ja
. o 3 APLIKACIJE VR IN AR
Št
40
20 V tabeli 1 je prikazan pregled obstoječih aplikacij VR in AR s
0 poudarkom na uporabi v ZN. Za vsako aplikacijo je navedeno
1995 njeno ime ter opis področja uporabe. V nadaljevanju sta malo 2000 2005 2010 2015 2020 2025
Leto podrobneje predstavljeni komercialno najbolj poznani aplikaciji
SimX (VR) in Accuvein (AR).
VR AR
Tabela 1: Aplikacije VR in AR v ZN
Slika 1: Rast števila objav v zbirki Scopus na temo VR in
AR v izobraževanju Tip: navidezna resničnost (VR) ZN
IME ZNAČILNOSTI
2.2 APLIKACIJE SPLETNA STRAN Učinkovitost uporab e XR
SimX simulacije ZN za študente/zaposlene, virtualni
Poleg temeljnih raziskav je bilo izdelanih več preglednih študij o pacienti, sodelovanje
uporabi VR v ZN. Nekatere temeljne raziskave se dotikajo https://www.simxvr.com/virtual-reality-
področja uspešnosti simulation-for-nurses/ pristopov (vpliv na znanje in spretnosti),
druge npr UbiSim simulacije ZN za študente/zaposlene, ZN, . na uporabniško izkušnjo (primernost aplikacij,
zadovoljstvo) ali psihološki vidik (npr. samozavest, motivacija, https://www.ubisimvr.com/ odločanje in sodelovanje
samoučinkovitost). Courseta simulacije ZN, interakcija z AI pacienti, igra
V več primerih raziskav uporabe AR v izobraževanju se je ta Nursing vlog, podpora odločanju
pokazala kot uspešna, npr. pri učenju mehanskega predihavanja https://coursetanursing.com/
(vpliv na znanje in motivacijo) [8] in namestitve intravenskega 3D Organon 3D anatomija, vizualizacija medicinskih slik,
katetra (vpliv na samozavest) [9]. simulacija ultrazvoka
Pri uporabi VR pa vsi rezultati niso bili vzpodbudni. Virtualna https://www.3dorganon.com/3d-organon-
intravenozna kateterizacija med študenti in solutions/ zaposlenimi sicer ni
bila učinkovitejša od klasičnega pristopa učenja, je pa izkazovala izkušnjo v težave staranja Embodied Labs usposabljanje na področju ZN s potopitveno
višjo samozavest udeležencev. [10] Pregled več študij o uporabi https://www.embodiedlabs.com/
Tip: obogatena resničnost (AR)
IME ZNAČILNOSTI
APLIKACIJE SPLETNA STRAN
AccuVein projekcija površinskih ven na telo pacienta
https://www.accuvein.com/
Complete prikaz modelov organov in okostja v
Anatomy izobraževanju
https://3d4medical.com/support/complete-
anatomy/ar
EchoPixel interaktivni hologram srca pacienta na osnovi
True 3D, slikanja MRI in CT
HTG* https://echopixeltech.com/true3d
izvedba z ultrazvokom v realnem času
https://echopixeltech.com/htg
Insight Heart interaktivni hologram srca v izobraževanju Slika 2: Simulacija politravme v aplikaciji SimX
https://animares.com/portfolio/insight-heart
HoloPatient simulacije kliničnih scenarijev s hologramskimi 3.2 APLIKACIJA ACCUVEIN (AR)
videoposnetki pacientov
https://www.gigxr.com/holopatient/ Aplikacija AccuVein [17] uporabnikom omogoča projekcijo
ARtery 3D projekcija pacientovih arterij na telo, osnovana slike vaskulature na površino kože (Slika 3). Slika se kaže na
na slikanja MRI zaslonu prenosne naprave v realnem času, s pomočjo
https://artery3d.com/ kombinacije laserskega optičnega bralnika, sistema za obdelavo
*Holographic Therapy Guidance in digitalne laserske projekcije. Zdravstveni delavci pri uporabi
3.1 APLIKACIJA SIMX (VR) niso vidne, kar vodi k boljšim odločitvam, boljši namestitvi igle lahko vidijo žile, zaklopke in bifurkacije, ki s prostim očesom
Aplikacija SimX za področje ZN [16] ponuja dinamično in s tem boljši oskrbi pacienta. Na zaslonu prikazana
platformo za realistične simulacije scenarijev klinične prakse v vaskularnost jim pomaga najti veno prave velikosti in položaj za
VR-okolju. Služi kot varen in nadzorovan poligon za vensko punkcijo ter druge medicinske postopke, ki zahtevajo
usposabljanje, kjer lahko zaposleni ali študenti izpopolnjujejo lokacijo površinskih ven. Aplikacijo uporabljamo tako, da
svoje klinične spretnosti, vadijo ocenjevanje stanja pacientov in zaslon naprave premaknemo nad pacientovo kožo. To lahko
izvajajo postopke brez kakršnihkoli tveganj v resničnem svetu. storimo pred palpacijo žil ali po tem, ko nam je palpacija potrdila
Ponuja možnost timskega dela in sodelovanja med zdravstvenimi lokacijo in primernost žile. Na zaslonu se prikaže le površinska
ekipami prek funkcionalnosti za več igralcev, kar spodbuja vaskularnost. Največja globina, pri kateri so vene prikazane, se
komunikacijo in usklajevanje. Omogočeno je prilagajanje razlikuje glede na pacienta. Poleg tega vene nekaterih pacientov
scenarijev glede na posameznikove potrebe in izkušnje, kar ali del njihovih ven morda ne bo dobro prikazan ali sploh ne bo
omogoča personalizirano učenje in vodi v izboljšanje spretnosti. prikazan. Možni vzroki so lahko globina ven, kožne bolezni (npr.
Poleg tega aplikacija omogoča tudi interaktivno komunikacijo s ekcem), tetovaže, dlake, brazgotine ali druge izrazite spremembe
pacienti, kjer lahko zdravstveni delavci razvijajo svoje površine kože ter maščobno tkivo. Za uporabo aplikacije
sposobnosti poslušanja, postavljanja vprašanj in razlage AccuVein ni potrebno posebno usposabljanje. Gre za preprosto
postopkov na razumljiv način. Po vsaki simulaciji uporabniki rešitev, ki lahko poveča zadovoljstvo pacientov, zmanjša zaplete
prejmejo povratne informacije in meritve uspešnosti, kar pri periferni infuziji in izboljša učinkovitost postopka.
omogoča nenehno izboljševanje in sledenje napredka. Dostop do
aplikacije SimX je mogoč z različnih lokacij, zato je vsestransko
uporabna za sodelovanje in učenje tudi takrat, ko je fizični dostop
omejen. Orodje ponuja več kot 300 vnaprej pripravljenih
simulacijskih scenarijev, ki pokrivajo širok spekter kliničnih
področij, npr. nujna medicinska pomoč, pediatrija, geriatrija,
psihiatrija in kirurgija. Eden od primerov je simulacija
politravme v urgentnem centru (Slika 2). Aplikacija predstavlja
most med učenjem v učilnici in osebnimi kliničnimi izkušnjami.
Slika 3: Prikaz uporabe aplikacije Accuvein
4 ZAKLJUČEK [15] Asma Al Yahyaei. 2024. Reserving the human touch in nursing education while integrating virtual reality and simulation. Journal of Professional
Z nadaljnjim razvojem tehnologij lahko tudi v ZN pričakujemo Nursing 54 (Sep, 2024), 36–8. DOI:
večje število https://doi.org/10.1016/j.profnurs.2024.06.005 komercialnih dostopnih aplikacij VR in AR, kot se
[16] SimX. 2024. SimX Virtual Reality Simulation for Nurses. Available from:
trenutno kaže, predvsem za področje izobraževanja in https://www.simxvr.com/virtual-reality-simulation-for-nurses/
usposabljanja. Razvoj tovrstnih aplikacij je zahteven in drag, [17] AccuVein. 2024. Available from: https://www.accuvein.com/
posledično zato tudi nakup aplikacij, skupaj s potrebno strojno
opremo, predstavlja za institucije velik finančni zalogaj.
Kljub kontroverznim izsledkom nekaterih raziskovalcev o
uporabi teh tehnologij lahko pričakujemo porast njene uporabe
za izobraževanje in usposabljanje, saj je dobrodošel pripomoček
učečim, predno se znajdejo v realnih situacijah. Zlasti v okoljih,
kjer je potrebno hitro ukrepanje, bodo morda podobno kot danes
piloti, lahko zaposleni tudi osveževali svoje znanje in spretnosti
s podporo VR in AR tehnologij.
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Implementacija digitalnih rešitev v specialističnih
ambulantah in bolniških oddelkih Splošne bolnišnice
Jesenice ter njihov vpliv na kakovostno zdravstveno
obravnavo pacientov
Implementation of digital solutions in specialist clinics
and inpatient wards of the Jesenice General Hospital and
their impact on the quality of patient care
Anton Justin Alenka Bijol
Splošna bolnišnica Jesenice Splošna bolnišnica Jesenice
Jesenice, Slovenija Jesenice, Slovenija
anton.justin@sb-je.si alenka.bijol@sb-je.si
Povzetek Kljub uspešnemu uvajanju digitalnih rešitev se bolnišnica sooča z izzivi, kot so odpor zaposlenih do sprememb, potreba po Digitalizacija v zdravstvu postaja ključna za izboljšanje dodatnem izobraževanju in usposabljanju ter vprašanja glede kakovosti obravnave pacientov, kar se odraža tudi v Splošni varstva in varovanja pacientovih podatkov. Potrebna je tudi bolnišnici Jesenice. Prispevek analizira uvedbo digitalnih rešitev dodatna zakonodaja, ki bi še bolj zaščitila občutljive podatke v specialističnih ambulantah in bolnišničnih oddelkih ter njihov pacientov in zagotovila varno uporabo informacijskih tehnologij. vpliv na diagnostično-terapevtske postopke. Pravilna uporaba
digitalnih orodij omogoča bolj varno, transparentno in Prispevek poudarja, da je ključ do uspešne digitalne
učinkovito obravnavo pacientov, zmanjšuje možnost napak, transformacije v podpori vodstva, aktivnem vključevanju vseh
zmanjšuje administrativne obremenitve izvajalcev in izboljšuje deležnikov in nenehni motivaciji zaposlenih. V prihodnosti se
zadovoljstvo pacientov. načrtuje razširitev uporabe e-kartonov na vse specialistične
ambulante, nadgradnja zdravstveno-vzgojnih video vsebin z
Članek predstavlja štiri ključne implementacije digitalnih uporabo QR kod ter integracija aplikacij, ki bodo omogočale
rešitev: uvedbo e-kartona v diabetološki ambulanti, vzpostavitev prenos podatkov iz domačega okolja v bolnišnične informacijske
povezljivosti informacijskih sistemov v enoti za srčno-žilno sisteme. diagnostiko, informiranje pacientov z video vsebinami v
otorinolaringološki ambulanti ter elektronsko beleženje Zaključujemo, da digitalizacija in transformacija zdravstvenih
preventive ter kurative padcev pacientov. Uvedba e-kartona storitev ponujata priložnost za bolj kakovostno, varno in k
omogoča kontinuirano in poenoteno obravnavo pacientov, pacientu usmerjeno zdravstveno obravnavo, hkrati pa
zmanjšuje podvajanje preiskav ter znižuje stroške zdravljenja. izboljšujeta delovne procese izvajalcev. Za uspešno prihodnost
Povezljivost informacijskih sistemov v enoti za srčno-žilno zdravstva bo potrebno medsebojno sodelovanje vseh ravni
diagnostiko izboljšuje sledljivost podatkov, zmanjšuje možnost organizacije pri iskanju rešitev za prihodnje izzive.
napak in omogoča hitrejše odzive pri obravnavi pacientov.
Uporaba informativnih video vsebin v otorinolaringološki Ključne besede
ambulanti pacientom olajša razumevanje diagnostičnih posegov, zdravstvena nega, elektronski zdravstveni zapisi, digitalna povečuje njihovo sodelovanje in pripravljenost na zdravljenje. transformacija, elektronska dokumentacija, kakovost, varnost, Elektronsko beleženje padcev pacientov omogoča zaposlenim izboljšani delovni procesi
hitrejšo zabeležko o oceni stopnje tveganja za padec ter dosledno
beleženje vseh podatkov, ki jih zahteva kurativa padca pacienta. Abstract
Digitalization in healthcare is essential for improving the quality
Permission to make digital or hard copies of part or all of this work for personal or of patient care, as demonstrated by the General Hospital Jesenice.
classroom use is granted without fee provided that copies are not made or distributed This article explores the implementation of digital solutions in
for profit or commercial advantage and that copies bear this notice and the full
citation on the first page. Copyrights for third-party components of this work must specialist outpatient clinics and hospital departments and their
be honored. For all other uses, contact the owner/author(s). impact on diagnostic and therapeutic procedures. The use of
Information Society 2024, 7–11 October 2024, Ljubljana, Slovenia
© 2024 Copyright held by the owner/author(s). digital tools enables safer, more transparent, and efficient patient
https://doi.org/10.70314/is.2024.sizn.9 care, reducing errors and administrative burdens while increasing
patient satisfaction. The article highlights four key digital
implementations: the introduction of electronic health records za pojav varnostnih odklonov, ki velikokrat nastanejo kot
(EHR) in the diabetic clinic, the integration of information posledica procesa zdravljenja in ne kot posledica bolezni.
systems in the cardiovascular diagnostics unit, patient education
through video content in the otorhinolaryngology clinic, and Približno 84 % vseh varnostnih odklonov, ki se zgodijo v
electronic documentation of patient falls. The EHR enables bolnišnicah je povezanih s padci, le ti so najpogosteje zabeleženi
continuous and standardized care, reducing redundant tests and neželeni dogodek v bolnišničnem okolju [4]. Vseh padcev ni
lowering treatment costs. The integration of information systems mogoče preprečiti, a tudi neizogibni niso. Po podatkih in
enhances data traceability and speeds up responses in patient care, izkušnjah različnih zdravstvenih okolij je 20–30 % padcev
while video content improves patients' understanding of mogoče preprečiti z ustreznimi ukrepi usmerjenimi v zmanjšanje
diagnostic procedures and their engagement in treatment. prepoznanih tveganj [5]. V raziskavi [6] je bilo ugotovljeno, da
Electronic documentation of falls allows quicker risk assessment ima kritična presoja izvajalcev zdravstvene nege podobne izide
and consistent recording of all required data. Despite the success kot rutinska uporaba standardiziranih lestvic za oceno tveganja
in digitalization, the hospital faces challenges such as employee za padce, saj obstoječe lestvice niso dovolj specifične in ne
resistance to change, the need for additional training, and pokrivajo vseh dejavnikov tveganja.
concerns about data protection. Additional legislation is needed
to safeguard sensitive patient data and ensure the secure use of
information technology. The article emphasizes that successful
digital transformation relies on leadership support, active 2 Vpeljava digitalnih rešitev v specialističnih
stakeholder involvement, and continuous staff motivation. ambulantah Splošne bolnišnice Jesenice
Future plans include expanding the use of EHRs across all clinics,
upgrading video content with QR codes, and integrating Uvajanje e-kartona v diabetološki ambulanti Splošne bolnišnice
applications that allow data transfer from home environments to Jesenice (v nadaljevanju SBJ) je bilo uvedeno z namenom
hospital systems. Digitalization and the transformation of izboljšanja zdravstvene obravnave pacientov. E-karton omogoča
healthcare services offer opportunities for higher-quality, safer, zdravstvenim delavcem vpogled v celotno zdravstveno
and more patient-centered care, while also improving workflows zgodovino pacienta na primarni in sekundarni ravni, kar
for healthcare providers. zagotavlja neprekinjeno obravnavo. S tem sistemom se zbirajo in
enotno beležijo podatki o pacientovih boleznih ter morebitnih
Keywords zapletih, kar omogoča takojšen dostop do vseh relevantnih
nursing, electronic health records, digital transformation, informacij in olajšuje analizo podatkov. Uvedba e-kartona
electronic documentation, quality, safety, improved work preprečuje podvajanje laboratorijskih preiskav in nepotrebne
processes napotitve, kar zmanjšuje stroške zdravljenja sladkorne bolezni.
Zdravstveno osebje lahko tako bolje sledi obravnavi pacienta in
izvajanju zdravstveno-vzgojnih aktivnosti. V enoti za srčno-
1 Uvod žilno diagnostiko smo zagotovili povezljivost informacijskih
sistemov za učinkovitejši prenos podatkov med različnimi
Pravilna uporaba ogromnega obsega podatkov o pacientih bolnišničnimi informacijskimi sistemi. Nova pooblastila za
zahteva natančno zbiranje in analizo podatkov, vključno z dostop do podatkov zagotavljajo varnost in kakovost zdravstvene
zdravstvenimi zapisi, genomiko in informacijami, pridobljenimi obravnave ter zmanjšujejo možnost napak, kot je npr. zamenjava
iz različnih aplikacij. Kljub temu, da je nabor pacientovih identitete pacienta v specialistični ambulantni obravnavi. Cilj je
podatkov velik analiza v digitalnem sistemu omogoča zagotoviti sledljivost podatkov in kakovostno obravnavo
prilagojeno individualno oskrbo in napovedne modele za velike pacienta skozi vse faze bolnišnične obravnave. Učinkovita
skupine prebivalstva. V informacijskih sistemih, ki se organizacija diagnostično-terapevtskih aktivnosti v enoti za
uporabljajo v zdravstvu pogosto uporabljen e-karton. E-karton srčno-žilno diagnostiko temelji na zmanjševanju
ali elektronska kartoteka je pacientova zdravstvena kartoteka, ki administrativnih obremenitev izvajalcev, kar omogoča večjo
funkcionalno zagotavlja pacientovo anamnezo, demografske osredotočenost na zdravljenje, zdravstveno-vzgojne nasvete in
podatke in podatke o pregledih za uporabo strokovnjakov, ki razvoj stroke. Povezljivost podatkov omogoča enkraten vnos, ki
pogosto temeljijo na telemedicinskih pristopih [1]. se avtomatično posodobi v bolnišničnem informacijskem
Raziskovalca [2] sta analizirala uporabo informacijske sistemu, če je vsebina podatka povezana z drugimi podatki. V
tehnologije in ugotovila pozitivno korelacijo med intervencijami otorinolaringološki ambulanti smo izdelali informativne video
in zadovoljstvom pacientov, nekatere raziskave pa navajajo da se vsebine ki se predvajajo na zaslonih pred ambulantami, kjer
je zaradi uporabe informacijskih tehnologij in boljše pacientom predstavljajo potek obravnave in diagnostičnih
produktivnosti izvajalcev zdravstvene oskrbe zniža ležalna doba preiskav. Namen teh vsebin je boljša informiranost pacientov
pacientov za 34 %. Izhajamo iz dejstva, da je eden izmed pred preiskavami, kar pripomore k njihovemu boljšemu
vzrokov, ki predstavlja nujno potrebo po strategijah za sodelovanju med postopki. To omogoča hitrejšo izvedbo
preprečevanje, diagnozo in optimizacijo zdravstvene obravnave preiskav in bolj natančne izvide. Če bo ta način informiranja
tudi veliko število smrti zaradi kroničnih nenalezljivih bolezni učinkovit, bodo video vsebine razširili na druge specialistične
(leta 2015 so predstavljale 70 % vseh primerov na svetu) [3]. ambulante in področja.
Hkrati pa na bolniških oddelkih nastaja visoka stopnja tveganja
3 za padec: nizka (0-24 točk), zmerna (25-50 točk) in visoka (51 Vpeljava digitalnih rešitev na bolniških
oddelkih Splošni bolnišnici Jesenice točk in več) [7].
Na bolniških oddelkih v SBJ je bilo vpeljano elektronsko 4 Razprava beleženje padcev pacientov. Izbran je bil program, ki omogoča
Implementacija programa je v zdravstveni sistem prinesla
zaposlenim sistematično beleženje in obravnavo padcev, saj
številne pozitivne spremembe, ki so znatno izboljšale kakovost
omogoča tako preventivne kot kurativne ukrepe, kar prispeva k
oskrbe pacientov in zmanjšale tveganja, povezana s padci.
2 % pacientov pade najmanj enkrat med svojim bivanjem v prihodnjih zdravstvenih storitev zahteva kreativno in inovativno razmišljanje. Izhodišče za digitalizacijo in transformacijo bi bolnišnici. Vsak četrti padec se konča s poškodbo, od katerih je moralo biti kolektivno razumevanje izzivov, s katerimi se sooča 10 % v obliki težjih poškodb [6]. Poleg fizičnih (počasnejše v primeru padcev. Izhajali smo iz pregleda literature, da približno Raziskovanje možnih načinov za zagotavljanje in organizacijo izboljšanju varnosti pacientov in k bolj učinkovitemu ukrepanju
organizacija, kar kaže na potrebo srednjih menedžerjev oz.
posledic za pacienta (slabša kvaliteta življenja, strah pred operativnega menedžmenta, da olajšajo komunikacijo in znanje okrevanje, višja stopnja obolevnosti in smrtnosti) in psihičnih
na različnih ravneh v organizacijski hierarhiji s ciljem
ponovnim padcem, nezadovoljstvo z zdravstveno oskrbo) je
premostitve vrzeli v znanju in pretoku informacij. Znanje o
nezanemarljiv tudi dodaten zdravstveni izdatek, ki ga predstavlja
vprašanjih, povezanih z delom, načinih zagotavljanja storitev ter
obravnava pacienta po padcu (daljše trajanje hospitalizacije, višji
zaznanih težavah in izzivih med zaposlenimi je treba sporočiti
stroški zdravljenja, večje obremenitev zdravstvenega osebja) [4].
navzgor do najvišjega vodstva, da jim zagotovijo bolj niansirane
Cilj implementacije je bil izboljšati nadzor nad dejavniki repertoarje kategorij za smiselnost in alternative ukrepanja, potrebnih za odločanje. Po drugi strani pa strategije, ukazi in tveganja in optimizirati odziv zdravstvenega sistema ob smernice, zlasti razloge, ki so za njimi, je treba posredovati prvim dogodkih padcev. Sistem beleženja omogoča: zaposlenim na način, ki jim pomaga razumeti. Posedovanje
• kolektivnega razumevanja in čustvene izkušnje v zvezi s
evidentiranje dejavnikov tveganja pri pacientih, kot so
posebnimi situacijami bo dobra podlaga za učenje in koristen
omejena mobilnost, uporaba zdravil in starost;
pristop k soustvarjanju digitalizacije in transformacije prihodnjih
• identifikacijo pacientov z visokim tveganjem ter
zdravstvenih storitev [8].
uvedbo ustreznih preventivnih ukrepov, kot so
• prilagoditev okolja, fizična pomoč ali prilagoditev Ena izmed večjih prednosti programa je hitrost in učinkovitost terapije; odziva na že zabeležene padce. Pred uvedbo sistema je bil odziv beleženje dogodkov padcev, kurativnih ukrepov in na padce pogosto počasnejši, zaradi česar so se lahko posledice spremljanje pacientovega stanja po padcu; poškodb poslabšale. Z uvedbo digitalnega sistema beleženja se • povezavo s centralnim sistemom zdravstvene lahko zdravstveno osebje takoj odzove in začne z ustreznimi dokumentacije, kar omogoča učinkovito izmenjavo kurativnimi ukrepi, kar vodi k hitrejšemu okrevanju pacientov in podatkov med oddelki in zdravstvenimi ustanovami. zmanjšanju resnosti poškodb. Ta izboljšava se odraža tudi v
primerjavi z obdobjem pred uvedbo programa, kjer se je jasno
pokazalo, da je bil čas, potreben za obravnavo padcev, bistveno
V procesu implementacije smo upoštevali ključne elemente za daljši. Ta vidik izboljšuje kakovost zdravstvene obravnave in
uspešno delovanje sistema, kot so usposabljanje osebja, zadovoljstvo pacientov, saj se počutijo varnejše in bolje
prilagoditev obstoječih protokolov in uvedba rednih posodobitev oskrbljene. za spremljanje podatkov. Velik del časa smo posvetili pripravi
modula za preventivno oceno in kurativno beleženje padcev. V Druga pomembna prednost programa je izboljšana sposobnost
sodelovanju z aplikativno inženirko smo opredelili ključne prepoznavanja pacientov, ki so bolj izpostavljeni tveganju za
kazalnike tveganja za padec, v sistem vključili preventivne padec. Z natančnim beleženjem dejavnikov tveganja, kot so
ukrepe ter določili redno spremljanje in ocenjevanje pacientov omejena mobilnost, uporaba zdravil, ki vplivajo na ravnotežje in
glede na njihovo tveganje za padec. Podoben pristop smo kognitivne funkcije, ter starost, je mogoče prepoznati paciente z
uporabili tudi pri oblikovanju kazalnikov za kurativno beleženje večjim tveganjem in pravočasno uvesti ustrezne preventivne
padcev. V program smo vključili opomnike za spremljanje ukrepe. Ti ukrepi vključujejo prilagoditev bolnišničnega okolja,
zdravstvenega stanja po padcu in za nadaljnje ukrepe, kot so kot je namestitev dodatnih ročajev, premestitev nevarnih
oskrba morebitnih poškodb, zdravniška poročila in podobno. predmetov, zagotavljanje ustrezne osvetlitve in sodelovanje
fizioterapevtov ter kliničnih farmacevtov pri načrtovanju in
V SBJ je že dolgo v uporabi protokol za preprečevanje padcev, spremljanju terapije. Tako je mogoče ne le zmanjšati število
kjer se vsi pacienti ob sprejemu ocenijo po Morsejevi lestvici padcev, ampak tudi izboljšati kakovost življenja pacientov.
padcev. Ta ocenjevalni pripomoček preverja šest kategorij
dejavnikov tveganja in tako pomaga prepoznati paciente z večjim Program omogoča natančno in strukturirano beleženje vseh
tveganjem za padec. Pri ocenjevanju sodelujeta diplomirana podatkov, povezanih s padci, kar predstavlja pomembno
medicinska sestra in tehnik zdravstvene nege, ki skupaj s izboljšavo glede na prejšnji sistem papirnatih obrazcev.
pacientom in njegovimi svojci, če so prisotni, opravita oceno. Na Digitalizacija procesov omogoča centraliziran dostop do
podlagi seštevka točk (od 0 do 125) se določi stopnja ogroženosti podatkov, kar zdravstvenemu osebju omogoča natančne analize
vzorcev padcev in učinkovitost preventivnih ukrepov. Možnost
izgube ali napačne obdelave obrazcev se je z digitalizacijo nenalezljivih bolezni in večji nadzor pacientov v domačem
praktično izničila, kar izboljšuje zanesljivost podatkov in okolju.
omogoča boljše sledenje preventivnim in kurativnim ukrepom. Z
možnostjo analize podatkov v realnem času je mogoče hitreje
prepoznati trende in vzorce, kar omogoča nenehno prilagajanje 5 Zaključek
strategij za preprečevanje padcev.
Uvedba programa je v bolnišnični sistem prinesla številne Digitalne rešitve v zdravstvu praviloma prinašajo bolj
pozitivne spremembe, ki so pomembno prispevale k izboljšanju kakovostno, varno in k pacientu osredotočeno obravnavo, hkrati
varnosti in kakovosti zdravstvene obravnave. Hitrejši odziv na pa izvajalcem olajšajo delovni proces in preprečijo podvajanje
padce, boljše prepoznavanje tveganj in natančnejše beleženje dokumentacije, ki nastaja ob papirni dokumentaciji. podatkov so ključni dejavniki, ki izboljšujejo oskrbo pacientov
in zmanjšujejo tveganje za resne poškodbe. S sistematičnim Izvajalce je potrebno tudi primerno izobraziti in jim omogočiti
spremljanjem in analizo podatkov je mogoče nenehno podporo pri uporabi digitalnih rešitev. Ker živimo v digitalni
izboljševati protokole in prilagajati ukrepe, kar predstavlja dobi imajo različne gospodarske dejavnosti že v celoti
pomemben napredek v zdravstveni oskrbi. digitaliziran proces, zato bi bilo potrebno razmišljati tudi o
digitalizaciji celotnega procesa v zdravstvu.
Za nadaljnjo optimizacijo je ključnega pomena redno
izobraževanje zaposlenih za učinkovitejšo uporabo sistema. Digitalizacija in transformacija zdravstva bosta vplivali na
Nadgradnja sistema bi bila smiselna z vidika boljše integracije z izvajalce v zdravstvu in na srednji in najvišji menedžment, zato
drugimi informacijskimi sistemi in poenostavitvijo komunikacije zahtevata vključevanje in izvajanje vseh deležnikov. Vodje na
med zdravstvenimi ustanovami. V primeru ponovnih različnih ravneh in vključeni zaposleni bodo pridobivali in
hospitalizacij ter oskrbe v domačem okolju bi bila dobrodošla soproizvajali znanje o negotovostih, zaželenih prihodnostih in
širitev digitalnih orodij na področje telemedicine, kar bi njihovih protislovjih. Predstavljali bodo izzive in spodbude drug
omogočilo spremljanje tveganj za padce tudi izven bolnišničnega drugemu in drugim relevantnim deležnikom, zato je potrebno
okolja. medsebojno in timsko sodelovanje ter izobraževanje izvajalcev.
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Indeks avtorjev / Author index
Abkari M. Wahib........................................................................................................................................................................ 221
Ahlin Doljak Sara ....................................................................................................................................................................... 850
Albreht Jaka ............................................................................................................................................................................... 557
Amiel Tel ................................................................................................................................................................................... 217
Andova Andrejaana ...................................................................................................................................................................... 51
Andrenšek Luka ......................................................................................................................................................................... 237
Anžur Zoja ................................................................................................................................................................................... 31
Avdić Elma ................................................................................................................................................................................... 15
Aydin Aleyna ............................................................................................................................................................. 420, 424, 428
Aykut Yalçın .............................................................................................................................................................. 420, 424, 428
Ayvaz Emrah .............................................................................................................................................................. 420, 424, 428
Babič Davorin .................................................................................................................................................................... 560, 566
Bajec Marko ............................................................................................................................................................................... 880
Balas Marius ............................................................................................................................................................................... 812
Balas Valentina .......................................................................................................................................................................... 812
Baruca Arne ............................................................................................................................................................................... 733
Baş Seda ..................................................................................................................................................................................... 424
Batagelj Vladimir ............................................................................................................................................................... 106, 209
Bavdaž Mojca ............................................................................................................................................................................. 543
Behrami Sami ............................................................................................................................................................................. 501
Bengeri Katja ............................................................................................................................................................................... 11
Bernik Igor ................................................................................................................................................................................. 878
Bežan Simona ............................................................................................................................................................................. 571
Bijol Alenka ............................................................................................................................................................................... 966
Binić Iva ..................................................................................................................................................................................... 911
Bizjak Blanka ............................................................................................................................................................................. 575
Bobnarič Roman ......................................................................................................................................................................... 579
Bohanec Borut ............................................................................................................................................................................ 393
Bohanec Marko ............................................................................................................................................................................ 59
Bolješić Luka ............................................................................................................................................................................. 901
Bosnar Darinka ........................................................................................................................................................................... 584
Božak Tomi .................................................................................................................................................................................. 83
Bratko Ivan ......................................................................................................................................................................... 145, 150
Breznik Andreja ......................................................................................................................................................................... 588
Brežnik Dornik Maruša .............................................................................................................................................................. 164
Britchkovski Viatcheslav ........................................................................................................................................................... 432
Buben Adam ............................................................................................................................................................................... 867
Čakš Peter................................................................................................................................................................................... 801
Calcina Erik ................................................................................................................................................................................ 275
Can Tuncer ................................................................................................................................................................................. 839
Candellari Zdenka ...................................................................................................................................................................... 592
Candia Vieira Joao Paulo ........................................................................................................................................................... 259
Carlos Neves José....................................................................................................................................................................... 846
Carmona Natalija........................................................................................................................................................................ 595
Čepar Drago ............................................................................................................................................................................... 507
Cerovec Bogdan ......................................................................................................................................................................... 820
Cestnik Bojan ............................................................................................................................................................................. 130
Cherakaoui Manal ...................................................................................................................................................................... 221
Čibej Jaka ................................................................................................................................................................................... 205
Cigoj Primož .................................................................................................................................................................................. 7
Cilar Budler Leona ..................................................................................................................................................................... 947
Čipin Ivan ................................................................................................................................................................................... 514
Cizelj Leon ................................................................................................................................................................................. 384
Cork Jordan .................................................................................................................................................................................. 51
Correia Sergio .................................................................................................................................................................... 812, 828
Costa Luiz .................................................................................................................................................................................. 259
Cunha Ana .................................................................................................................................................................................. 828
Dajčman Silvo ............................................................................................................................................................................ 733
Debevc Matjaž ........................................................................................................................................................................... 824
Dečman Klara ............................................................................................................................................................................. 102
Değermenci Beril ....................................................................................................................................................... 420, 424, 428
Demšar Jani ................................................................................................................................................................................ 805
Dernovšček Hafner Nataša ......................................................................................................................................................... 600
Divjak Saša ................................................................................................................................................................................. 605
Dodevski Zlate ........................................................................................................................................................................... 905
Đoković Lazar .............................................................................................................................................................................. 19
Dolinar Lenart ............................................................................................................................................................................ 275
Dolničar Danica.......................................................................................................................................................................... 962
Dolza Enrico ............................................................................................................................................................................... 842
Dončev Aleksandar .................................................................................................................................................................... 606
Doratiotto Silvia ......................................................................................................................................................................... 846
Došenović Bonča Petra .............................................................................................................................................. 510, 539, 543
Dupuis Aymeric ......................................................................................................................................................................... 213
Dvoraček Ana ............................................................................................................................................................................. 610
Džeroski Sašo ....................................................................................................................................................................... 67, 213
E. Wachowicz Marta .................................................................................................................................................................. 454
El-Zoheiry Abdelhamid .............................................................................................................................................................. 436
Evkoski Bojan ............................................................................................................................................................................ 201
Falkowski Michal J. ................................................................................................................................................................... 462
Farčnik Daša ....................................................................................................................................................................... 510, 539
Farič Ana .................................................................................................................................................................................... 150
Ficzko Jelena .............................................................................................................................................................................. 962
Fijavž Zoran ............................................................................................................................................................................... 233
Filipič Bogdan .............................................................................................................................................................................. 51
Fink Laura .................................................................................................................................................................................. 130
Fir Jakob ..................................................................................................................................................................................... 287
Fir Nejc....................................................................................................................................................................................... 733
Fischer Evelyn ............................................................................................................................................................................ 113
Florjančič Urška ......................................................................................................................................................................... 441
Forte Mateja ............................................................................................................................................................................... 809
Fortun Novak Maja .................................................................................................................................................................... 413
Fric Urška ................................................................................................................................................................................... 441
Gallo Florian .............................................................................................................................................................................. 842
Gams Matjaž ................................................................................................................................ 27, 158, 313, 349, 518, 901, 920
Gašparič Lea ................................................................................................................................................................................. 67
Gaurina Marija ........................................................................................................................................................................... 171
Gilliani Khasa ............................................................................................................................................................................. 295
Gjoreski Hristijan ......................................................................................................................................................................... 35
Gjoreski Martin ............................................................................................................................................................................ 35
Gladović Karen .......................................................................................................................................................................... 436
Godoy Oliveira Cristina ............................................................................................................................................................. 259
Göksu Hüseyin ........................................................................................................................................................................... 839
Golob Luka ................................................................................................................................................................................. 229
Gourari Kamal ............................................................................................................................................................................ 221
Gradišek Anton ...................................................................................................................................................................... 23, 79
Grigor Patricia-Carla .................................................................................................................................................................. 201
Grmšek Svetlin Anton ................................................................................................................................................................ 955
Grobelnik Marko ........................................................................................................................................................ 225, 263, 283
Guček Alenka ..................................................................................................................................................................... 263, 267
Gültekin Güler Tuğba ................................................................................................................................................. 420, 424, 428
Guštin Mojca .............................................................................................................................................................................. 614
Hachimi Hanaa ........................................................................................................................................................................... 221
Hafner Ana ................................................................................................................................................................................. 416
Hafner Izidor .............................................................................................................................................................................. 620
Hafner Miha ................................................................................................................................................................................. 59
Halbwachs Helena ........................................................................................................................................................................ 23
Hartmans Anouk ........................................................................................................................................................................ 167
Hočevar Domen.......................................................................................................................................................................... 189
Horvat Laura .............................................................................................................................................................................. 801
Hrib Ivo ...................................................................................................................................................................................... 249
Hribar Andraž ............................................................................................................................................................................. 343
Hrovat Bukovšek Andreja .......................................................................................................................................................... 948
Infante Moro Neves Alfonso ...................................................................................................................................................... 846
İskender Balaban Dilek .............................................................................................................................................. 420, 424, 428
Istenič Tanja ............................................................................................................................................................................... 539
Ivanuša Kline Darja .................................................................................................................................................................... 846
Jakšić Danijela ........................................................................................................................................................................... 667
Janković Isidora ......................................................................................................................................................................... 926
Janković Sonja ........................................................................................................................................................................... 926
Javornik Branka ......................................................................................................................................................................... 861
Jelen Polona ............................................................................................................................................................................... 622
Jelenc Matej ................................................................................................................................................................................. 79
Jereb Eva .................................................................................................................................................................................... 606
Jermol Mitja ............................................................................................................................................................................... 217
Jonnagaddala Jitenndra ................................................................................................................................................................ 79
Jordan Marko ............................................................................................................................................................................... 71
Jurgele Anže ............................................................................................................................................................................... 625
Justin Anton ............................................................................................................................................................................... 966
Juvan Žana ................................................................................................................................................................................. 816
Kalan Živčec Gordana ................................................................................................................................................................ 863
Kalin Jan....................................................................................................................................................................................... 27
Kalyoncu Sedanur ...................................................................................................................................................... 420, 424, 428
Kaminski Jaroslaw ..................................................................................................................................................................... 462
Karnelutti Lucija ........................................................................................................................................................................ 167
Karnjuš Igor ............................................................................................................................................................................... 957
Katavić Ivana ............................................................................................................................................................................. 171
Keček Vaupotič Lenka ............................................................................................................................................................... 579
Kenda Klemen .................................................................................................................................................... 189, 193, 255, 295
Kholmska Ganna ........................................................................................................................................................................ 255
King Melissa .............................................................................................................................................................................. 865
Kirn Urša .................................................................................................................................................................................... 628
Kizhevska Emilija ........................................................................................................................................................................ 75
Klančič Rok ................................................................................................................................................................................ 193
Koç Ayhan ......................................................................................................................................................................... 424, 428
Kocuvan Primož ................................................................................................................................................................. 901, 920
Kokalj Anton ................................................................................................................................................................................ 67
Kokec Barbara ............................................................................................................................................................................ 633
Kokelj Martina ........................................................................................................................................................................... 636
Kolar Žiga .................................................................................................................................................................................... 27
Koloski Boshko .......................................................................................................................................................................... 213
Konečnik Martin .......................................................................................................................................................................... 27
Konečnik Simon ......................................................................................................................................................................... 694
Kopinč Gregor ............................................................................................................................................................................ 639
Kopinč Rok ................................................................................................................................................................................ 864
Kordeš Urban ..................................................................................................................................................................... 175, 179
Korlat Alex ................................................................................................................................................................................. 901
Koščak Veronika ........................................................................................................................................................................ 643
Kosi Jelka ................................................................................................................................................................................... 647
Košir Andrej ............................................................................................................................................................................... 832
Košir Janja .................................................................................................................................................................................. 832
Košir Katja ................................................................................................................................................................................. 824
Košmrlj Lea ................................................................................................................................................................................ 145
Kous Katja .................................................................................................................................................................................. 842
Kovač Klaudija ........................................................................................................................................................................... 651
Koželj Ksenija ............................................................................................................................................................................ 654
Kožuh Ines ......................................................................................................................................................................... 767, 801
Kralj Novak Petra ....................................................................................................................................................................... 201
Kramar Andreja .......................................................................................................................................................................... 661
Kramar Sebastjan ................................................................................................................................................................... 35, 71
Kregar Aleš ................................................................................................................................................................................ 388
Krisper Marjan ........................................................................................................................................................................... 885
Krstevska Ana .............................................................................................................................................................................. 35
Kuhar Marjeta ............................................................................................................................................................................ 657
Kukar Matjaž ................................................................................................................................................................................ 39
Kulauzović Bajko ......................................................................................................................................................................... 27
Kuzman Taja .................................................................................................................................................................................. 7
Lachheb Hatim ........................................................................................................................................................................... 221
Lasič Nastja ................................................................................................................................................................................ 661
Lazore Courtney ........................................................................................................................................................................... 98
Leandro Isabel ............................................................................................................................................................................ 836
Leban Gregor ..................................................................................................................................................................... 245, 271
Letonja Stanislava ...................................................................................................................................................................... 665
Lipič Karel ................................................................................................................................................................................. 402
Ljubič Andreja ........................................................................................................................................................................... 948
Longar Mark David ............................................................................................................................................................ 283, 287
Lovrenčič Držanič Irena ............................................................................................................................................................. 801
Lovrić Marina ............................................................................................................................................................................. 805
Lukan Junoš ........................................................................................................................................................................... 11, 35
Lukić Stevo ........................................................................................................................................................................ 911, 926
Luštrek Mitja .................................................................................................................................................. 11, 31, 35, 71, 75, 83
Lutman Tomaž ........................................................................................................................................................................... 441
Malačič Janez ............................................................................................................................................................................. 533
Mali Franc .................................................................................................................................................................................. 125
Margan Erik ............................................................................................................................................................................... 321
Marmol Marta ............................................................................................................................................................................ 836
Marolt Marjeta ........................................................................................................................................................................... 667
Martinc Matej ............................................................................................................................................................................. 213
Massri M. Besher ....................................................................................................................................................................... 263
Mattová Veronika ......................................................................................................................................................................... 98
Maver Nuša ................................................................................................................................................................................ 824
Mehanović Dželila ....................................................................................................................................................................... 15
Meira Silva Rafael ...................................................................................................................................................................... 259
Mejač Anja ................................................................................................................................................................................. 672
Mernik Marjan ........................................................................................................................................................................... 875
Mihalič Rafael ............................................................................................................................................................................ 329
Mikuletič Samanta...................................................................................................................................................................... 949
Mishev Kostadin ........................................................................................................................................................................ 936
Mladenić Dunja .................................................................................................................................. 245, 263, 267, 271, 279, 295
Mlakar Tina ................................................................................................................................................................................ 678
Mlinar Renata ............................................................................................................................................................................. 683
Močnik Alenka ........................................................................................................................................................................... 688
Mores Neto Antonio J. ............................................................................................................................................................... 217
Motamedi Elham ........................................................................................................................................................................ 241
Možina Feliks ............................................................................................................................................................................. 733
Mrgole Urška ............................................................................................................................................................................. 445
Mrkela Vesna ............................................................................................................................................................................. 692
Muha Simon ............................................................................................................................................................................... 694
Muhvič Šumandl Romana .......................................................................................................................................................... 524
N. Brečko Barbara ...................................................................................................................................................................... 449
Nančovska Šerbec Irena ............................................................................................................................................................. 672
Nedić Mila .................................................................................................................................................................................... 63
Nica Iulia .................................................................................................................................................................................... 930
Novak Erik ................................................................................................................................................................. 275, 283, 295
Novalija Inna .............................................................................................................................................................................. 241
Obrecht Matevž .......................................................................................................................................................................... 809
Odić Duško ................................................................................................................................................................................. 445
Ogrin Tomaž .............................................................................................................................................................................. 375
Ojsteršek Milan .......................................................................................................................................................................... 891
Osredkar Mari Jože .................................................................................................................................................................... 496
Pahor Marko ............................................................................................................................................................................... 510
Pajmon Sabina .................................................................................................................................................................... 121, 167
Pajnik Tina ................................................................................................................................................................................. 698
Palčič Devid ............................................................................................................................................................................ 888
Pangeršič Bor ............................................................................................................................................................................. 287
Paravlić Armin ........................................................................................................................................................................... 510
Pavleska Tanja ....................................................................................................................................................................... 7, 905
Pečnik Klemen ........................................................................................................................................................................... 816
Pejanovič Nosaka Tomo ............................................................................................................................................................... 27
Perko Alexander ................................................................................................................................................................. 914, 930
Peršolja Melita ........................................................................................................................................................................... 955
Pestotnik Stres Luna ................................................................................................................................................................... 703
Peterlin Mojca ............................................................................................................................................................................ 962
Petrović Jovana .......................................................................................................................................................................... 911
Petrovska Dojchinovska Gordana .............................................................................................................................................. 936
Piciga Aleksander ......................................................................................................................................................................... 39
Pisanski Jan ................................................................................................................................................................ 106, 110, 209
Pisanski Tomaž .................................................................................................................................................................. 106, 209
Pita Costa Joao ................................................................................................................................................... 217, 221, 225, 259
Plaskan Jure ................................................................................................................................................................................ 449
Polajnar Anja .............................................................................................................................................................................. 217
Polančič Gregor .......................................................................................................................................................................... 950
Poljak Lukek Saša ................................................................................................................................................................ 47, 529
Poljšak Kus Maša ....................................................................................................................................................................... 175
Pollak Senja ................................................................................................................................................................................ 237
Ponikvar Nina ............................................................................................................................................................................. 543
Povh Dušan ................................................................................................................................................................................ 399
Povšič Miha ................................................................................................................................................................................ 708
Praprotnik Deja .......................................................................................................................................................................... 956
Prestor Domen .............................................................................................................................................................................. 27
Pruš Daša .................................................................................................................................................................................... 510
Prybylski Maxim ........................................................................................................................................................................ 466
Pucer Patrik ................................................................................................................................................................................ 957
Purver Matthew .......................................................................................................................................................................... 237
Pušnik Maja ................................................................................................................................................................ 828, 842, 846
Rad Dana .................................................................................................................................................................................... 812
Rad Gavril .................................................................................................................................................................................. 812
Radonjič Gregor ......................................................................................................................................................................... 336
Rajher Polona ..................................................................................................................................................................... 482, 711
Rajhman Tina ............................................................................................................................................................................. 715
Rajkovic Vladislav ..................................................................................................................................................................... 718
Ratajec Mariša .............................................................................................................................................................................. 23
Rebec Suzana ............................................................................................................................................................................. 719
Redek Tjaša ........................................................................................................................................................................ 539, 543
Rei Luis ...................................................................................................................................................................................... 241
Rener Roman .............................................................................................................................................................................. 805
Renko Jakob ............................................................................................................................................................................... 957
Repič Slavič Tanja ..................................................................................................................................................................... 491
Reščič Nina .................................................................................................................................................................................. 71
Ribič Marko ............................................................................................................................................................................... 723
Robič Borut ................................................................................................................................................................................ 883
Robnik-Šikonja Marko ................................................................................................................................................................. 19
Rodman Grega ........................................................................................................................................................................... 155
Rolih Eva ............................................................................................................................................................................ 726, 730
Romih Dejan .............................................................................................................................................................................. 733
Rotnicki Michał .......................................................................................................................................................................... 458
Rožanec Jože M. ........................................................................................................................................................ 245, 255, 271
Rupnik Urban ................................................................................................................................................................................. 7
Sabir Hülya ................................................................................................................................................................. 420, 424, 428
Sadikov Aleksander...................................................................................................................................................................... 43
Sağlam Gözde ............................................................................................................................................................ 420, 424, 428
Sambt Jože ................................................................................................................................................................................. 547
Schenk Richard .......................................................................................................................................................................... 317
Šebenik Tina ............................................................................................................................................................................... 746
Šebjanič Oražem Maja ....................................................................................................................................................... 486, 749
Seme Barbi ................................................................................................................................................................................. 179
Senegačnik Andrej ..................................................................................................................................................................... 395
Šercar Tvrtko-Matija .................................................................................................................................................................. 524
Shulajkovska Miljana ................................................................................................................................................................... 79
Simjanoska Misheva Monika ..................................................................................................................................................... 936
Simonič Barbara ......................................................................................................................................................................... 477
Simsek Irfan ....................................................................................................................................................................... 839, 846
Šinik Bogdan ...................................................................................................................................................................... 197, 309
Sirk Maruša .......................................................................................................................................................................... 93, 179
Sitar Šuštar Katarina ................................................................................................................................................................... 237
Sittar Abdul ........................................................................................................................................................................ 229, 267
Šker Tesia ................................................................................................................................................................................... 271
Skobir Matjaž ............................................................................................................................................................................... 27
Škrjanc Maja .............................................................................................................................................................................. 249
Škrlj Gregor ................................................................................................................................................................................ 754
Slapničar Gašper .............................................................................................................................................................. 31, 35, 83
Slavuj Vanja ............................................................................................................................................................................... 667
Slomšek Šlamberger Bojana ...................................................................................................................................................... 809
Smerkol Maj ................................................................................................................................................................................. 23
Smrekar Erika ............................................................................................................................................................................. 654
Šoln Kristjan ................................................................................................................................................................................. 55
Sönmez Kerim ............................................................................................................................................................ 420, 424, 428
Sousa Carla ................................................................................................................................................................................. 846
Špiler Jure................................................................................................................................................................................... 356
Šprah Lilijana ............................................................................................................................................................................. 600
Stavrov Filip ............................................................................................................................................................................... 291
Stegnar Jernej ............................................................................................................................................................................. 245
Stepanić Josip ............................................................................................................................................................................. 171
Sterle Luka ................................................................................................................................................................................. 737
Štibi Ivana .................................................................................................................................................................................. 171
Stiglic Gregor ............................................................................................................................................................................. 947
Stopar Luka ................................................................................................................................................................................ 291
Strgar Sonja ................................................................................................................................................................................ 698
Strle Toma .......................................................................................................................................................................... 121, 167
Strniša Iva................................................................................................................................................................................... 741
Šturm Jan .................................................................................................................................................................................... 249
Šumak Boštjan ........................................................................................................................................................... 828, 842, 846
Susič David .................................................................................................................................................................................. 27
Susič Rok ..................................................................................................................................................................................... 23
Šuštaršič Urška ........................................................................................................................................................................... 757
Svetozarević Mihailo .................................................................................................................................................................. 926
Swati ........................................................................................................................................................................................... 279
Szabo Sandor .............................................................................................................................................................................. 299
Teklu Henok ............................................................................................................................................................................... 313
Tietz - Latza Alexander .............................................................................................................................................................. 866
Tomat Nastja .............................................................................................................................................................................. 136
Topal Oleksandra ....................................................................................................................................................................... 249
Tori Lea ...................................................................................................................................................................................... 762
Torre Cambón Silvia .................................................................................................................................................................. 767
Tošić Aleksander ................................................................................................................................................................ 197, 309
Tounsi El Azzoiani Jad .............................................................................................................................................................. 221
Trajkovik Vladimir ..................................................................................................................................................................... 905
Traven Eva ................................................................................................................................................................................. 775
Trkov Andrej .............................................................................................................................................................................. 381
Trobec Marjeta ........................................................................................................................................................................... 445
Trojer Sebastijan .................................................................................................................................................................... 31, 35
Trost Marina ............................................................................................................................................................................... 771
Tušar Tea ................................................................................................................................................................................ 51, 63
Ünver Müslüm Serhat ................................................................................................................................................ 420, 424, 428
Urbanč Luka ............................................................................................................................................................................... 225
Uspenski Aliaksei ....................................................................................................................................................................... 466
Uspenskiy Alexander ................................................................................................................................................................. 466
Vacev Maša ................................................................................................................................................................................ 911
Vake Domen ............................................................................................................................................................................... 197
Valenčič Matjaž.................................................................................................................................................................. 364, 369
Valentinčič Lara ......................................................................................................................................................................... 778
Vavpotič Mitja ........................................................................................................................................................................... 781
Verbič Jože ................................................................................................................................................................................. 339
Vičić Jernej ................................................................................................................................................................................. 197
Vidmar Eva ................................................................................................................................................................................ 117
Vladić Ervin ................................................................................................................................................................................. 15
Vodičar Janez ............................................................................................................................................................................. 510
Voglar Rafaela ........................................................................................................................................................................... 692
Wachowicz Marta ...................................................................................................................................................................... 462
Werber Borut .............................................................................................................................................................................. 784
Wielgosz Maciej ......................................................................................................................................................................... 313
Wotawa Franz .................................................................................................................................................................... 914, 930
Yildiz İslam ................................................................................................................................................................ 420, 424, 428
Yildiz Oktay ............................................................................................................................................................... 420, 424, 428
Yilmaz Eren ............................................................................................................................................................... 420, 424, 428
Yüksel Harun ............................................................................................................................................................................. 420
Zadobovšek Matic ...................................................................................................................................................................... 920
Zakrajšek Miha ........................................................................................................................................................................... 791
Zakrajšek Srečo .......................................................................................................................................................................... 791
Zalaznik Maja ............................................................................................................................................................................. 510
Zaletelj Janez .............................................................................................................................................................................. 832
Založnik Marcel ..................................................................................................................................................................... 55, 71
Zaouini Mustafa ......................................................................................................................................................................... 221
Zavalnij Bogdan ......................................................................................................................................................................... 299
Zibrek Katja ............................................................................................................................................................................... 141
Zirkelbach Maj ............................................................................................................................................................................. 43
Žnidaršič Anja ............................................................................................................................................................................ 667
Žužek Leon ................................................................................................................................................................................. 167
Žvanut Boštjan ................................................................................................................................................................... 949, 956
Slovenska konferenca o umetni inteligenci
Slovenian Conference on Artificial Intelligence
Kognitivna znanost
Cognitive Science
Odkrivanje znanja in podatkovna skladišča-SiKDD
Data Mining and Data Warehouses-SiKDD
Miti in resnice o varovanju okolja
Myths and Truths about Environmental Protection
17. Mednarodna konferenca o prenosu tehnologij
17th International Technology Transfer Conference
Demografske in družinske analize
Demographic and Family Analyses
Vzgoja in izobraževanje v informacijski družbi
Education in Information Society
Digitalna vključenost v informacijski družbi
Digital Inclusion in Information Society
Konferenca o zdravi dolgoživosti
Conference on Healthy Longevity
Legende računalništva in informatike
Legends of Computing and Informatics
ChatGPT v zdravstvu
ChatGPT in Medicine
Digitalna preobrazba zdravstvene nege-SIZN 2024
Digital Transformation of Nursing-NIIG 2024
Uredniki in urednice > Editors:
Mitja Luštrek, Matjaž Gams, Rok Piltaver, Anka Slana Ozimič, Borut Trpin, Toma Strle,
Olga Markič, Dunja Mladenić, Marko Grobelnik, Rafael Mihalič, Tomaž Ogrin, Erik Margan,
Urška Florjančič, Robert Blatnik, Špela Stres, Janez Malačič, Mari Jože Osredkar,
Uroš Rajkovič, Borut Batagelj, Matjaž Debevc, Ines Kožuh, Martin Lipovšek, Boštjan Petrič,
Tone Stanovnik, Monika Simjanoska Misheva, Stevo Lukić, Franz Wotawa, Jelena Ficzko,
Ema Dornik, Uroš Rajkovič, Tamara Štemberger Kolnik, Gregor Štiglic, Boštjan Žvanut