Next Step: Data Literacy Measurement
Marketa Smolnikova
a
Department of Information Technology, University of Economics, W. Churchill Sq. 4, Prague, Czech Republic
Keywords: Data, Data Literacy, Data Literacy Indicator, Data Literacy Measurement, Knowledge Management.
Abstract: As data became a new business commodity, affecting our everyday lives from shopping to voting, it smoothed
the way for data literacy as a tool for full participation in a modern society. This paper argues for data literacy
development and accelerated research of its measurement which has been lagging behind countless studies
on teaching data skills. Data literacy is in this paper approached as an ability to understand and use data and
differentiates itself from information or statistical literacy. As a prerequisite of information literacy, data
literacy is inevitable part of knowledge development. While the term of data literacy has been well established
and used for developing best practices and methodologies to teach data skills, measurement of data literacy
seems to be still in its infancy. As a result, this paper includes research plan for developing a data literacy
indicator based on quantitative methods.
1 INTRODUCTION
Data is the new oil. It has become a common phrase
and easily accepted fact in the recent years. Why?
This “call for action” of Big Data and education
specialists (ODI 2015) briefly summarizes why we
label the present day as “a golden era of data” and
introduces the business case for data literacy:
1. Our world economy and our jobs are
increasingly defined by data and by the knowledge
and skills required to use them effectively.
2. We are all perpetually producing streams of
data, which we need to shape and manage to ensure
our privacy and personal security.
3. Effective use of data empowers us to make
objective, evidence-based inferences and
fundamental decisions affecting our lives, both as
individuals and among societies.”
No wonder, Gartner also recognizes data as the
new core capability of business along with people,
processes, and technology. (Gartner 2018a)
Grillenberger and Romeike (2018) argue that
“knowing about the possibilities offered by data and
data analysis plays an increasing role for developing
an understanding of the world.” We manipulate data
in everyday processes regardless of sectors or
domains. That supports Ridsdale’s et al. (2015) view
a
https://orcid.org/0000-0002-2631-920X
that data literacy “is an essential ability required in
the knowledge-based economy”.
2 DATA LITERACY
However, to go “data-mindful” at full scale and to
enhance organization’s lead in the fierce competition
or to expand individual’s understanding and its future
options in employability, businesses, institutions,
schools, and its members require a certain level of
data literacy.
2.1 What Is Data Literacy
Ridsdale et al. (2015) define this type of literacy as
the ability to collect, manage, evaluate and apply
data, in a critical manner”. Gartner (2018b) further
elaborates on the definition of data literacy by
articulation of four key barriers of data literate society
– the individual as well as organizational incapacity
to derive insights from their data, to understand the
analytical methods, to use analytical services to get
the insights or the incompetence to comprehend and
to integrate company’s data sources.
Yet we shouldn’t get intimidated with the above
definition and we should rather expound data literacy
as “the ability of non-specialists to make use of data”.
234
Smolnikova, M.
Next Step: Data Literacy Measurement.
DOI: 10.5220/0010146402340240
In Proceedings of the 12th International Joint Conference on Knowledge Discovery, Knowledge Engineering and Knowledge Management (IC3K 2020) - Volume 3: KMIS, pages 234-240
ISBN: 978-989-758-474-9
Copyright
c
2020 by SCITEPRESS Science and Technology Publications, Lda. All rights reserved
Figure 1: The phases of data processing (Wolff et al. 2016).
(Frank et al. 2016) As Wolff et al. (2016) emphasizes,
a data literate person follows the same phases of data
processing as data scientists and knows how to make
use of them for its objectives. Nevertheless, the devil
is (obviously) in the detail as proposed in the Figure
1 in which the leftmost vertical arrow pointing
downwards suggests the level of expertise. While a
data literate person gets along with basic
understanding of the process and methods, data
scientists are professionals with profound knowledge
and skills in data management and advanced
statistical methods. In other words, data literacy
translates into being able to “read and speak data”, to
understand data and being able to make use of them,
in order to take a full part in society affected by the
availability and accessibility of vast volume of data.
2.2 It Does Not Equate with
Information or Statistical Literacy
In “the increasingly pervasive nature of data
(Gartner, 2018b) first we need to learn to handle the
volume and characteristics of data (discrete, objective
facts) before we can draw information from it (make
data useful, enrich them with meaning). That is where
we demarcate a line between data literacy and
information literacy which ACRL (1989) specifies as:
To be information literate, a person must be able to
recognize when information is needed and have the
ability to locate, evaluate, and use effectively the
needed information”. The difference arises from the
relation between data and information in which
information plays a role of a result of data processing
during which meaning is assigned to data and which
is explained in detail in the data-information-
knowledge-wisdom (DIKW) hierarchy (Rowley
2007). Thus in the world brimming over with data,
data literacy is a prerequisite of information literacy.
Even though data literacy inevitably draws on
statistical methods, it differentiates itself from
statistical literacy. According to Gould (2017), goal
of statistical literacy is “developing critical
consumers of statistics”. Gal (2002) calls it people’s
ability to interpret and critically evaluate” statistical
products, as well as their ability to “discuss or
communicate their reactions” to statistical products.
Either way, both definitions anticipate statistical
literate persons to be only consumers of statistical
products which is in opposition to the view of a data
literate individual who is both consumer and producer
of data. It resonates with the view of Frank et al.
(2016) who argues that data literacy adds to statistical
literacy which developed first – in the era of limited
access to data when people had to rely on
intermediaries like press to access and interpret data
for them.
2.3 Its “Fit For” Knowledge
Management
The direct relationship between data literacy and
knowledge management does not seem to be in the
“research spotlight” yet. However, thanks to its
position in the data-information-knowledge-wisdom
pyramid, data literacy is evidently well-connected to
successful knowledge acquisition. As data literacy
serves as a precondition to become information
literate, the relation of data literacy to knowledge
management can be derived through its middleman –
the information literacy.
Proceeding from his analysis, O’Farrill (2008)
excellently names “the state of the relationship”
between knowledge management and information
Next Step: Data Literacy Measurement
235
literacy as “preparation for arranged marriage”. The
profound link between those fields is obvious, but it
is still waiting for its interconnection by academics
from two camps. O’Farrill emphasizes the learning
processes as the main meeting point of information
and knowledge and along with Marcum (2002)
criticizes that the “reception of information is equated
with knowledge acquisition in a rather unproblematic
way”. According to O’Farrill (2008) knowledge
management also “lack a robust understanding of
effective information use in the organization“ which
is supported by Oman (2001), Cheuk (2008) who
examined information literacy in company
environment and realised that the failure of many
knowledge management projects was caused by
inadequate information literacy skills.
In 2016 Virkus conducted a content analysis of
the literature about knowledge management and
information literacy published in the period of 1990-
2016. His study confirmed a strong link between
these fields which was supported by Whitworth
(2014) who believed that information literacy was
an essential and integral competency for both
knowledge worker and effective knowledge
management“ or van Rooi and Snyman (2006) who
acknowledged corporate information literacy as one
of main knowledge management areas where library
and information science professionals can contribute.
Saito (2007) in his doctoral thesis even claims that
knowledge management seemed to be a natural
extension to the field of library and information
sciences“. Nevertheless, Virkus concluded that
research of information literacy in the context of
knowledge management was insufficient and short of
empirical studies and he naturally followed the call
for further research in this topic of several authors
before him (e.g. Thompson 2003, De Saulles 2007).
The presented research of O’Farrill (2008) and
Virkus (2016) implies that not only data literacy, but
information literacy as well deserve more attention in
the context of knowledge management and require
further research.
2.4 Current State of the Data Literacy
Research
The term of data literacy is well established which
resulted in many different approaches to its
definition. Van der Wal et al. (2017) strengthen the
importance of data literacy as one of the techno-
mathematical skills necessary for graduates of
technical universities. Koltay (2015) circumscribes
data literacy in relation to other types of literacies like
information or statistical literacy; on the other hand,
Gould (2017) emphasizes data literacy as a part of
statistical literacy. Wang, Wu, Huang (2019), Burns,
Matthews (2018) or Halliday (2019) underline data
literacy in context of a specific field like safety
management or journalism while Prado and Marzal
(2013) call for complex approach to data literacy
definition. Gray, Gerlitz, Bounegru (2018) and
D’Ignazio, Bhargava (2015) also ask for expansion of
the term of data literacy (e.g. Big Data literacy or data
infrastructure literacy) to emphasize obvious aspects.
Pedersen and Caviglia (2019) perceive data literacy
as a compound competence and what is more, the
authors explore data literacy as a group competence.
Research of Grillenberger and Romeike (2018)
enriches the topic with a model of data literacy
competences which is clearly inspired by Ridsdale et
al. (2015).
Nevertheless, the measurement of data literacy
seems to be still in its infancy. Pratama and his team
(2020) has published a preliminary study of their
assessment instrument tested on 94 junior high
students which is according to their conclusions ready
to test initial level of data literacy. Another initiative
to measure data literacy also originates in south-east
Asia where a team of Lusiyana (2020) aims to prove
effectiveness of MIRECAL learning model.
Furthermore, there are also business initiatives
like QlikTech’s (2018) Data Literacy Project which
focuses on corporate data literacy whose
measurement has three components: employees’
individual data literacy skills, the accessibility of the
right data for decision-making in a given job position
and the widespread use of data across the company.
Based on the scores of corporate data literacy
QlikTech also came up with Data Literacy Index
which correlates data literacy levels to measures of
corporate performance and thus points out what
business value can company attain with a given level
of corporate date literacy.
In the field of teaching data literacy, the research
has been richer and more fragmented. In 2015
Maybee and Zilinski came up with a framework for
teaching data literacy based on a method of informed
learning, while D’Ignazio, Bhargava (2016) set
pedagogical principles to keep in mind when
developing tools or interactive applications for
teaching data literacy. The conceptual approach to
teaching data literacy was extended by Wolff,
Wermelinger and Petre (2019) who pilot a method for
teaching data literacy at middle schools on complex
data. Moreover, the social benefits of data literacy
and current educational models were examined in
Pangrazio, Sefton-Green (2019).
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More specific methods or approaches are brought by
the research of Wallner, Kriglstein (2011) or Gäbler
et a.l (2019) who focused on design of interactive
application and games. On the other hand Nolan and
Perret (2016) come up with “ideas and assignments
how to effectively involve statistical visualizations
into undergraduate courses or Halliday (2019) who
developed set of exercises for economic students.
3 PLANNED RESEARCH
To improve anyone’s data literacy, first of all, it is
necessary to determine what the start line is and what
is to be achieved. That is why my research aims to
define Data Literacy Indicator to measure data
literacy as a level of maturity. Thus creating a
Capability Maturity Model (CMM) for Data Literacy
is an essential part of it.
The second part of the research is focused on the
design of methodology for teaching data literacy for
different levels of Data Literacy Indicator. As the
Data Literacy Indicator will generally define sets of
abilities needed to achieve a certain level of data
literacy, the indicator then will naturally serve as a
prescript of what skills need to be taught to move up
to a higher level.
3.1 Expected Contributions
The contribution of my research resides mostly in the
research artefacts. The Data Literacy Indicator as a
product of a maturity model brings two beneficial
aspects – while it naturally measures the level of data
literacy at a given moment, it also allows to generally
define sets of abilities needed to achieve a certain
level of data literacy. From this assumption, I derive
the usage of the Data Literacy Indicator.
I expect that the constructed indicator will be
suitable to measure individuals’ as well as
organizations’ data literacy. In companies and state
institutions, it can serve as a tool for specification of
data literacy competencies linked to different job
positions and of how to gain the required knowledge
and skills and eventually for the development of
analytical culture. In schools, it should be used to
define appropriate capabilities of data literacy for
different grades, to continuously and critically
measure its students’ progress in data literacy along
their studies and most importantly to prepare
adequate educational programs to acquire these
capabilities.
While the Data Literacy Indicator serves as a
critical assessment where we are and where we need
to go, the methodology for teaching data literacy
appropriately translated into tailor-made educational
programs brings solution to the knowledge and skills
gap in data literacy. Based on the measured level of
indicator it will offer a path of concrete steps to follow
in order to reach the targeted level of data literacy. As
the measurement of data literacy should take into
account differences of subjects’ domains or students’
highest level of education acquired, the methodology
aims to be tested and tailored to these specifics as
well. However, the main objective and a stepping
stone is to create a methodology for teaching data
literacy at schools (from middle schools to
universities).
3.2 Selected Research Methods
The proposed research is clearly design-oriented and
intends to contribute to the academic world as well as
to the public with two artefacts – the Data Literacy
Indicator (CMM) and methodology for teaching data
literacy in relation to the measured level of the
indicator.
The development of the Data Literacy Indicator is
based on the People Capability Maturity Model
(PCMM) as maturity assessment models are used as
an instrument for systematically documenting and
guiding the development and transformation of
organizations” (Paul et al. 1993). Its offshoot, the
People Capability Maturity Model, then focuses on
the development of people competences and the
measurement of the competences maturity. We
generally understand maturity as a level of
sophistication, here it clearly serves as a measure for
capability evaluation (De Bruin et al. 2005). The
capabilities are characterized by specific areas, so
called dimensions, which encompass “different
aspects of the maturity assessment’s object“ and are
further specified by a number of characteristics
(practices, measures or activities) at each level
(Raber, Winter, Wortmann 2012).
I plan to approach the maturity assessment with
quantitative methods as used by Lahrmann et al.
(2011) or Raber, Winter, Wortmann (2012). Their
quantitative analysis is based on Item Response
Theory (IRT) which is “a collection of mathematical
models and statistical methods used for two primary
purposes: item analysis and test scoring“ and is “used
with data arising from educational tests of ability,
proficiency or achievement“ (Millsap, Maydeu-
Olivares 2009). The theory builds on the hypothesis
that the probability of correct answer to an item (the
question) is a mathematical function of the
respondent and the characteristics of the item.
Next Step: Data Literacy Measurement
237
The IRT will be applied to a test/questionnaire to
measure data literacy. The test questions aim to assess
all dimensions of data literacy which represent areas
of knowledge concepts and skills required to be able
to “read and speak data”. By expanding Ridsdale’s et
al.’s (2015) and Grillenberger and Romeike’s (2018)
models of data literacy competencies, I derived five
dimensions of data literacy: (1) Data concepts, ethics
and protection; (2) Analytical principles and models;
(3) Data collection and preparation; (4) Data analysis
and evaluation; (5) Data communication and
decision-making. Every dimension comprises of a
specific set of competencies which will be measured
by the test (e.g. an ability to assess relevant data
sources or an ability to access data are competencies
covered in Data collection and preparation
dimension). By clustering method the respondents’
test results which indicate respondents’ level of
sophistication in different areas of data literacy will
be used to establish the maturity levels.
Regarding the second artefact, the methodology
for teaching data literacy, I would like to base its
design on the use of various case studies. More
precisely I would like to follow the approach in
Wolff, Wermelinger and Petre (2019) which for the
design of data literacy activities applied method
called research through design in which “design
practice is applied to the creation of artefacts as a
way of exploring solutions to problems”. The method
comes from interaction design research in human-
computer interaction and as stated in Wolff,
Wermelinger and Petre (2019), “new knowledge is
constructed by undertaking activities associated with
design, such as iteratively creating and testing
prototypes to understand and solve a problem and to
act as a focal point for discussion by making
interactions observable“.
At the moment I am at the beginning of the first
case study preparation. Its main objective is to verify
the pilot version of a questionnaire measuring the data
literacy maturity of the freshmen students at
university. The test would be included in the first
lesson of a new subject introducing application of
data analysis by means of an interactive online game
which promises high number of respondents with
several classes each semester and allows to measure
the entry level of the high school graduates (without
the interference of higher education).
4 CONCLUSIONS
With the accessibility of vast volumes of data
everywhere, data literacy is a must in order to fully
participate in a modern society. Nevertheless, if we
want to be effective in enhancement of our
knowledge and skills in the domain, we have to be
able to mark our start line and to specify what level of
data literacy we want to achieve. Thus appropriate
measurement of data literacy is required and should
swiftly complement the recent boom in data literacy
teaching initiatives and research.
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