Zhuqian Zhou

Daryl Hedley, Doug Pietrzak, Jorge Dias et al.

Digital educational environments are expanding toward complex AI and human discourse, providing researchers with an abundance of data that offers deep insights into learning and instructional processes. However, traditional qualitative analysis remains a labor-intensive bottleneck, severely limiting the scale at which this research can be conducted. We present Sandpiper, a mixed-initiative system designed to serve as a bridge between high-volume conversational data and human qualitative expertise. By tightly coupling interactive researcher dashboards with agentic Large Language Model (LLM) engines, the platform enables scalable analysis without sacrificing methodological rigor. Sandpiper addresses critical barriers to AI adoption in education by implementing context-aware, automated de-identification workflows supported by secure, university-housed infrastructure to ensure data privacy. Furthermore, the system employs schema-constrained orchestration to eliminate LLM hallucinations and enforces strict adherence to qualitative codebooks. An integrated evaluations engine allows for the continuous benchmarking of AI performance against human labels, fostering an iterative approach to model refinement and validation. We propose a user study to evaluate the system's efficacy in improving research efficiency, inter-rater reliability, and researcher trust in AI-assisted qualitative workflows.

Zhuqian Zhou, Kirk Vanacore, Bakhtawar Ahtisham et al.

Large-scale sharing of dialogue-based data is instrumental for advancing the science of teaching and learning, yet rigorous de-identification remains a major barrier. In mathematics tutoring transcripts, numeric expressions frequently resemble structured identifiers (e.g., dates or IDs), leading generic Personally Identifiable Information (PII) detection systems to over-redact core instructional content and reduce dataset utility. This work asks how PII can be detected in math tutoring transcripts while preserving their educational utility. To address this challenge, we investigate the "numeric ambiguity" problem and introduce MathEd-PII, the first benchmark dataset for PII detection in math tutoring dialogues, created through a human-in-the-loop LLM workflow that audits upstream redactions and generates privacy-preserving surrogates. The dataset contains 1,000 tutoring sessions (115,620 messages; 769,628 tokens) with validated PII annotations. Using a density-based segmentation method, we show that false PII redactions are disproportionately concentrated in math-dense regions, confirming numeric ambiguity as a key failure mode. We then compare four detection strategies: a Presidio baseline and LLM-based approaches with basic, math-aware, and segment-aware prompting. Math-aware prompting substantially improves performance over the baseline (F1: 0.821 vs. 0.379) while reducing numeric false positives, demonstrating that de-identification must incorporate domain context to preserve analytic utility. This work provides both a new benchmark and evidence that utility-preserving de-identification for tutoring data requires domain-aware modeling.

Bakhtawar Ahtisham, Kirk Vanacore, Zhuqian Zhou et al.

Large Language Models (LLMs) are increasingly deployed to automatically label and analyze educational dialogue at scale, yet current pipelines lack reliable ways to detect when models are wrong. We investigate whether reasoning generated by LLMs can be used to predict the correctness of a model's own predictions. We analyze 30,300 teacher utterances from classroom dialogue, each labeled by multiple state-of-the-art LLMs with an instructional move construct and an accompanying reasoning. Using human-verified ground-truth labels, we frame the task as predicting whether a model's assigned label for a given utterance is correct. We encode LLM reasoning using Term Frequency-Inverse Document Frequency (TF-IDF) and evaluate five supervised classifiers. A Random Forest classifier achieves an F1 score of 0.83 (Recall = 0.854), successfully identifying most incorrect predictions and outperforming baselines. Training specialist detectors for specific instructional move constructs further improves performance on difficult constructs, indicating that error detection benefits from construct-specific linguistic cues. Using the Linguistic Inquiry and Word Count (LIWC) framework, we examine four linguistic markers of correctness: Causation, Differentiation, Tentativeness, and Insight. Correct predictions exhibit grounded causal language (e.g., because, therefore), while incorrect reasoning is substantially more likely to rely on epistemic hedging (e.g., might, could) and performative metacognition (e.g., think, realize). Syntactic complexity does not distinguish correct from incorrect reasoning, and longer reasoning is not more reliable. These findings demonstrate that reasoning-based error detection offers a practical and scalable approach to quality control in automated educational dialogue analysis.

Bakhtawar Ahtisham, Kirk Vanacore, Jinsook Lee et al.

Large Language Models (LLMs) are increasingly used to annotate learning interactions, yet concerns about reliability limit their utility. We test whether verification-oriented orchestration-prompting models to check their own labels (self-verification) or audit one another (cross-verification)-improves qualitative coding of tutoring discourse. Using transcripts from 30 one-to-one math sessions, we compare three production LLMs (GPT, Claude, Gemini) under three conditions: unverified annotation, self-verification, and cross-verification across all orchestration configurations. Outputs are benchmarked against a blinded, disagreement-focused human adjudication using Cohen's kappa. Overall, orchestration yields a 58 percent improvement in kappa. Self-verification nearly doubles agreement relative to unverified baselines, with the largest gains for challenging tutor moves. Cross-verification achieves a 37 percent improvement on average, with pair- and construct-dependent effects: some verifier-annotator pairs exceed self-verification, while others reduce alignment, reflecting differences in verifier strictness. We contribute: (1) a flexible orchestration framework instantiating control, self-, and cross-verification; (2) an empirical comparison across frontier LLMs on authentic tutoring data with blinded human "gold" labels; and (3) a concise notation, verifier(annotator) (e.g., Gemini(GPT) or Claude(Claude)), to standardize reporting and make directional effects explicit for replication. Results position verification as a principled design lever for reliable, scalable LLM-assisted annotation in Learning Analytics.

Zhuqian Zhou, Kirk Vanacore, Tamisha Thompson et al.

Understanding what makes tutoring effective requires methods for systematically analyzing tutors' instructional actions during learning interactions. This paper presents a tutor move taxonomy designed to support large-scale analysis of tutoring dialogue within the National Tutoring Observatory. The taxonomy provides a structured annotation framework for labeling tutors' instructional moves during one-on-one tutoring sessions. We developed the taxonomy through a hybrid deductive-inductive process. First, we synthesized research from cognitive science, the learning sciences, classroom discourse analysis, and intelligent tutoring systems to construct a preliminary framework of tutoring moves. We then refined the taxonomy through iterative coding of authentic tutoring transcripts conducted by expert annotators with extensive instructional and qualitative research experience. The resulting taxonomy organizes tutoring behaviors into four categories: tutoring support, learning support, social-emotional and motivational support, and logistical support. Learning support moves are further organized along a spectrum of student engagement, distinguishing between moves that elicit student reasoning and those that provide direct explanation or answers. By defining tutoring dialogue in terms of discrete instructional actions, the taxonomy enables scalable annotation using AI, computational modeling of tutoring strategies, and empirical analysis of how tutoring behaviors relate to learning outcomes.

Jinsook Lee, Kirk Vanacore, Zhuqian Zhou et al.

Automated annotation of pedagogical dialogue is a high-stakes task where LLMs often fail without sufficient domain grounding. We present a domain-adapted RAG pipeline for tutoring move annotation. Rather than fine-tuning the generative model, we adapt retrieval by fine-tuning a lightweight embedding model on tutoring corpora and indexing dialogues at the utterance level to retrieve labeled few-shot demonstrations. Evaluated across two real tutoring dialogue datasets (TalkMoves and Eedi) and three LLM backbones (GPT-5.2, Claude Sonnet 4.6, Qwen3-32b), our best configuration achieves Cohen's $κ$ of 0.526-0.580 on TalkMoves and 0.659-0.743 on Eedi, substantially outperforming no-retrieval baselines ($κ= 0.275$-$0.413$ and $0.160$-$0.410$). An ablation study reveals that utterance-level indexing, rather than embedding quality alone, is the primary driver of these gains, with top-1 label match rates improving from 39.7\% to 62.0\% on TalkMoves and 52.9\% to 73.1\% on Eedi under domain-adapted retrieval. Retrieval also corrects systematic label biases present in zero-shot prompting and yields the largest improvements for rare and context-dependent labels. These findings suggest that adapting the retrieval component alone is a practical and effective path toward expert-level pedagogical dialogue annotation while keeping the generative model frozen.

René Kizilcec, Kirk Vanacore, Zhuqian Zhou et al.

We introduce the Million Tutoring Moves (MTM) project, an open dataset initiative aimed at advancing the science of tutoring through large-scale, reusable, and multimodal interaction data. MTM is developed within the National Tutoring Observatory (NTO), a research infrastructure designed to study authentic tutoring interactions and translate them into actionable insights for research, practice, and AI-powered educational technology development. In this paper, we present the vision behind MTM and describe MTM v1, an initial release consisting of 4,654 math tutoring transcripts from a U.S.-based nonprofit online tutoring platform. MTM v1 serves as a first step toward a broader repository that is safe, open, large-scale, broad-coverage, and multimodal. By making tutoring interactions systematically observable and analyzable, MTM aims to support research on instructional processes, improve tutoring practice, and enable the development of AI systems grounded in real educational interactions.