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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Intelligent Adaptation Method for Human-Machine Interaction in Modular E-Learning Systems</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Evgeniy Lavrov</string-name>
          <email>prof_lavrov@hotmail.com</email>
          <xref ref-type="aff" rid="aff0">0</xref>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Olga Lavrova</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Sumy State University</institution>
          ,
          <addr-line>Sumy</addr-line>
          ,
          <country country="UA">Ukraine</country>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>Taras Shevchenko National University of Kyiv</institution>
          ,
          <addr-line>Kiev</addr-line>
          ,
          <country country="UA">Ukraine</country>
        </aff>
      </contrib-group>
      <abstract>
        <p>The article describes ergonomic problems in e-learning systems. A new method for ensuring ergonomics of electronic educational resources, including ergonomic expertise and multilevel adaptation to the capabilities of trainees was developed. A model approach based on an anthropocentric concept is proposed, which takes into account the requirements of system analysis for the e-learning system as a man-machine complex, namely: multivariance and detailing of the functional structures of the dialogue man-machine interaction in the learning process; parameters, preferences and conditions for individual operators working with the system; the possibility of dynamic optimization of human-machine interaction in real time, providing mechanisms for multi-level adaptation to the human operator.</p>
      </abstract>
      <kwd-group>
        <kwd>Ergonomics</kwd>
        <kwd>E-learning</kwd>
        <kwd>An algorithm of activity</kwd>
        <kwd>Optimization of activities</kwd>
        <kwd>Human factor</kwd>
        <kwd>Human-machine</kwd>
        <kwd>Effectiveness</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>-</title>
      <p>
        The widespread introduction of computer technology into all spheres of human activity
radically changed their nature. Revolutionary changes have taken place not only in
industry, agriculture and science but also in the education system. Computerization of
the acquisition of knowledge and skills has affected many forms of education (in
schools, universities, industrial enterprises, commercial firms, self-training, retraining,
advanced training, etc.). The progress of technical facilities and new technological
opportunities have caused a surge of interest in new computerized tools and methods
of training. In recent years a new progressive concept of “lifelong learning” has
emerged and spread widely [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ].
      </p>
      <p>
        E-learning has evolved through a number of stages – from the “use of technical tools
for instruction” to the use of modern distributed educational environments of
universities (for example [
        <xref ref-type="bibr" rid="ref2 ref3">2, 3</xref>
        ]) in the educational process, using mobile devices [
        <xref ref-type="bibr" rid="ref4">4, 5</xref>
        ].
In universities, “online” and “blended” learning technologies are widely used [6, 7].
      </p>
      <p>
        At the same time, huge resources and incredible efforts of teams of IT specialists,
teachers, and scientists are spent to create learning technologies of a new type [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ].
      </p>
      <p>There has been, indeed, enormous progress in enriching the educational process with
new methods of training using technical and electronic means. However, according to
some estimates [8, 9], the results of cognitive activity of trainees in the learning process
do not quite meet the expectations of leading specialists.</p>
      <p>The practice of a number of universities shows that trainees cannot fully interact
with non-adaptive learning systems that do not meet the modern educational needs and
expectations of trainees. Even the most advanced technologies and devices introduced
into the learning process haphazardly can lead to a decrease in the efficiency of
cognitive activity, and sometimes to the complete failure of the idea of computerization
of education. Some aspects of such problems have been analyzed in [9, 10].</p>
      <p>Even the problems of harmfulness of e-learning and new threats to humans arising
in connection with the peculiarities of new information technologies are discussed
[19].</p>
      <p>Thus, the practice of using e-learning tools faced the need to search for ergonomic
reserves to enhance the effectiveness of e-learning methodology and the wider use of
modern SMART technologies.</p>
      <p>
        Progress and strong competition in providing information and computer services for
legal entities and individuals in local and global networks exacerbate problems of
quality and operational services. Huge efficiency reserves are in the modern arsenal of
ergonomics methods [
        <xref ref-type="bibr" rid="ref1 ref2 ref3 ref4">1–6</xref>
        ].
2
      </p>
    </sec>
    <sec id="sec-2">
      <title>Literature Review and Problem Statement</title>
      <p>It is obvious that as automated information systems become more sophisticated in the
complex of general measures aimed at increasing the efficiency of the learning process,
the need for ergonomic measures and tools also increases [12-17]. Ergonomic quality
management programs [12] are designed not only to improve reliability [17] and
usability [13], to ensure optimal working conditions for operators [14] but also to
reduce the likelihood of stress [12] and threats to human health [14, 15].</p>
      <p>
        Over the past years, in addition to the existing classical ergonomic approaches, new
techniques have been developed in these respects:
─ designing working conditions at the operator’s workplaces [
        <xref ref-type="bibr" rid="ref6 ref7">22, 23</xref>
        ];
─ ergonomic expertise [10-12];
─ designing algorithms for human-machine interaction [
        <xref ref-type="bibr" rid="ref5 ref6 ref7 ref8 ref9">19-25</xref>
        ];
─ distribution of functions between operators [
        <xref ref-type="bibr" rid="ref8 ref9">24, 25</xref>
        ];
─ optimization of group activities [
        <xref ref-type="bibr" rid="ref8">17, 24</xref>
        ];
─ forecasting error-free operation of operators and the risks of losses from unreliability
[12];
─ others (briefly described in [12, 13]).
      </p>
      <p>Many of these methods are appropriate to use in designing and running e-learning
systems as classical “man-technology-environment” systems [30, 31].</p>
      <p>
        However, the specifics of e-learning systems as a special
“person-technologyenvironment” system, the elements of which differ from other types of systems, should
be noted [
        <xref ref-type="bibr" rid="ref1 ref2 ref7">1, 2, 23</xref>
        ]:
─ subject of labor – information (educational content);
─ tools of labor – software and hardware for the delivery of educational content;
─ product of labor – a new state of the trainee – the human operator (new knowledge
and skills);
─ system of performance evaluation – through indicators of the likelihood of achieving
specified levels of knowledge and skills (using the specified resources and
environmental characteristics) and the degree of compliance of use and interaction
with the “students’ expectations”.
      </p>
      <p>The presence of such special elements of the system requires special methods to ensure
ergonomic quality [18-19], as well as the introduction of modern SMART technologies.</p>
      <p>
        A systems analysis of the problems of human-machine interaction in university
learning environments, approaches to finding ergonomic reserves for increasing
efficiency and requirements for appropriate methods was carried out in [
        <xref ref-type="bibr" rid="ref7">20, 23</xref>
        ].
      </p>
      <p>In this regard, the purpose of this work is: to describe the concept and system of
methods necessary to ensure the ergonomic quality of e-learning.
3
3.1</p>
    </sec>
    <sec id="sec-3">
      <title>Results</title>
      <sec id="sec-3-1">
        <title>Sample of Main Tasks for Improving E-Learning</title>
        <p>To determine the need for research, interviews were conducted among students [35]
who study using electronic educational environment of the university.</p>
        <p>Very often a student gives up his studies because “he does not get what he expects
from the system”. This applies to local systems, and especially to distance learning
systems.</p>
        <p>The main complaint of students to the existing means of e-learning (ergonomic
defects) are:
─ complexity and inflexibility of manipulating learning technology (34.3%);
─ low conformity of information modality to styles and ways of user perception
(21.1%);
─ limited ability to change complexity (12.4%);
─ difficulty of predicting learning outcomes (11.1%);
─ poor adaptability for work with mobile devices (10.9%);
─ lack of self-test technology and explanatory component (7.1%);
─ others (3.1%).</p>
        <p>The results of the studies confirm the thesis that a dialogue based system is effective
only when it provides what the user expects from it, which explains the need for
transition in the learning process to new adaptive technologies of human-machine
interaction.
3.2</p>
      </sec>
      <sec id="sec-3-2">
        <title>The Basic Concept. Justification of Requirements for Research Methods.</title>
      </sec>
      <sec id="sec-3-3">
        <title>Simulation of Human-Computer Interaction Analysis</title>
        <p>The following variants of the concept of the relationships between the “man” and
“technology” elements are formulated in relation to the concept of “system”:
─ system-technical approach – the system is considered as consisting only of technical
elements, and the person is considered as a factor in the environment;
─ equal element approach – the system is considered as consisting of the equivalent
“man” and “technology” elements;
─ human-system approach – a person is the main element of the system, whereas
technology is the “means of labor” subordinate to him;
─ narrow anthropocentric approach – the system is considered as consisting only of
the “man” elements without taking into account the “technology” elements;
─ narrow technical approach – the system is considered as consisting of technical
elements, and the person is not taken into account.</p>
        <p>It is obvious that for the tasks of this research, it is necessary to focus on the
humansystem approach.</p>
        <p>Within the framework of this concept, a functional-structural theory (FST) was
created to describe the process of functioning and the evaluation of efficiency, quality,
and reliability of functioning on its basis. The process of functioning is supposed to
mean “the aggregate of actions of ergatic elements and operations performed by
nonergatic elements, united in a single purposeful sequence due to the managing and
supporting activity of ergatic elements that form a coherent logical-temporal sequence
from the disconnected nomenclature of individual functions that is stable to
disturbances and leads to the achievement of the specified goal (or goals) of
functioning”.</p>
        <p>General requirements to mathematical models of the working process are formulated
as follows:
─ the model should cover both the main and auxiliary working processes of the
“mantechnology-environment” system;
─ the choice of level of the description language of the working process must
correspond to the semantic level of the simulated processes;
─ the language should be sufficiently formalized for unambiguous perception on the
computer;
─ the model should combine the capabilities to describe and evaluate the working
process;
─ the alphabet of the language describing the working processes of the
“mantechnology-environment” system should consist of functional elements and be as
simple as necessary, but capable to describe specific features of all sub processes of
the working process.</p>
        <p>In the works on ergonomic design, a systematic approach is adopted to determine the
range of indicators of the workflow, according to which the resulting ergonomic quality
is efficiency, i.e. ability of the system to reach the ultimate goal, i.e. to get a product of
specified quality under given conditions.</p>
        <p>The processes of dialogue based interaction in e-learning system can be described
by a number of formal systems:
─ logical systems (formal grammars, Petri nets, logical automata, event algebras,
logical schemes of algorithms, etc.);
─ algebraic systems (Markovian and semi-Markov processes, semi-Markovian service
networks, etc.);
─ language-algebraic systems (networks of precedence, PERT, GERT, MKP
networks, functional networks).</p>
        <p>Comparative analysis of main methods of describing and evaluating the dialogue based
interaction in the e-learning system gives the opportunity to conclude that the concept
of SMART systems, the methodology of intelligent data analysis and the apparatus of
functional networks are to the greatest extent consistent with the requirements of this
study [17-19].</p>
        <p>The most convenient algorithmic activity modeling way is functional-structural
theory (FST) of ergotehnical systems (ETS) by A. I. Gubinsky [17]. The description of
elementary actions of operators is carried out with the help of standard functional units
(TFU). A complete list of TFU is given in [17]. The functional network (FN) that
describes the activity of the human-operator is built from these TFU. Mathematical
models for accurateness and run-time estimation are obtained for typical functional
structures (TFS). These models are used to evaluate the entire FN. The estimation is
carried out by the method of folding (reduction) FN [17].
3.3</p>
      </sec>
      <sec id="sec-3-4">
        <title>Justification of the Need for a Model Approach</title>
        <p>The model approach based on an anthropocentric concept is proposed, which takes into
account:
─ the requirements of a system analysis of the e-learning system as a human-machine
complex;
─ multivariance and details of functional structures of dialogue based human-machine
interaction in the learning process;
─ parameters, preferences and conditions of particular operators working with the
system;
─ possibility of dynamic optimization of human-machine interaction in real time,
providing mechanisms for multi-level adaptation to the human operator.
3.4</p>
      </sec>
      <sec id="sec-3-5">
        <title>Approach to the Organization of Intelligent Agents for E-Learning. The</title>
      </sec>
      <sec id="sec-3-6">
        <title>Method of Multi-Level Adaptation</title>
        <p>
          Adaptability problems of modern technologies and computer-based training methods
[
          <xref ref-type="bibr" rid="ref7">20, 23</xref>
          ], namely limited adaptability to individual characteristics and educational needs
of trainees are to be addressed in this study by:
─ creation of a system of ergonomic certification of e-learning modules for computer
training systems [
          <xref ref-type="bibr" rid="ref9">20, 25</xref>
          ];
─ introduction of special intelligent agents-managers [
          <xref ref-type="bibr" rid="ref7">20, 23</xref>
          ], intended for
mechanisms of multilevel adaptation of teaching aids to individual cognitive features
of a trainee.
        </p>
        <p>
          Among the capabilities of such intelligent agents, it is necessary to provide [
          <xref ref-type="bibr" rid="ref7">20, 23</xref>
          ]:
1. choice of the optimal modality (the form of presentation of educational information),
convenient for a specific person (provides the maximization of cognitive comfort).
2. operative correction of the recommended algorithms of human-machine interaction,
taking into account:
 functional state of a trainee;
 his motivation;
 his preparedness;
 details of technical and software tools, time and other resources available;
 interactive capabilities of an electronic module;
 current self-test results;
 etc.
3.5
        </p>
      </sec>
      <sec id="sec-3-7">
        <title>General Description of the Structure of Research in the Field of</title>
      </sec>
      <sec id="sec-3-8">
        <title>Ergonomic E-Learning Support</title>
        <p>The development of the method and information technology of the intelligent
adaptation of human-machine interaction in modular e-learning systems involves
solving the following specific tasks that we solve:
─ development of a technique and models of ergonomic expertise of electronic training
modules used in the formation of the bases of educational resources of the
educational environment of the university;
─ development of a technique and models for the analysis of e-learning systems as
human-machine complexes to form databases and knowledge systems required for
information support of problems of intelligent adaptation of human-machine
interaction;
─ development of a technique and models for formal description of options for
organizing human-computer interaction in the process of e-learning;
─ development of a technique and models for evaluating the effectiveness of dialogue
based interaction in modular e-learning systems, taking into account the
characteristics of the human operator, the characteristics of the system and the
characteristics of the environment;
─ development of a multilevel adaptation method in modular e-learning systems,
including mechanisms for selecting the optimal modality of electronic modules and
constructing individual learning paths depending on the environment, as well as
motivation, psychophysiological features, preparedness and condition of the trainee;
─ development of information technology elements for the ergonomic provision of
human operator activities in modular e-learning systems;
─ approbation of technology and evaluation of the effectiveness of the method.
For the conditions of a particular university, these studies must be adjusted.
3.6</p>
      </sec>
      <sec id="sec-3-9">
        <title>The Using of Information Technology. Approbation. Implementation</title>
        <p>Based on the proposed methods, an information technology for managing e-learning
has been developed. It includes:
─ University Management Information System;
─ information system for ergonomic expertise of electronic training modules;
─ intelligent agent manager to manage the dialogue;
─ and others.</p>
        <p>Demonstration of ideas for an intelligent agent is shown in Fig. 1.</p>
        <p>The intelligent agent-manager has the ability to integrate into any distance education
management system.
Testing the effectiveness of ideas and methods was carried out for two types of distance
education management systems:
─ standard (for example, Moodle);
─ unique university systems.</p>
        <p>In both cases, the use of our ideas can significantly increase the adaptability of
educational technologies.</p>
        <p>
          Let’s describe the effectiveness of the method for only one university – Sumy
National Agrarian University, Ukraine (Experiments and efficiency analysis were
carried out by N. Barchenko during the dissertation research (2015-2019) [
          <xref ref-type="bibr" rid="ref10">26</xref>
          ]).
        </p>
        <p>
          The use of the agent-manager allowed the experimental group (the experiment was
conducted [
          <xref ref-type="bibr" rid="ref10">20, 26</xref>
          ] under the guidance of N. Barchenko, S. Agadzhanova, N. Pasko,
A. Tolbatov):
─ to raise the average score from 72.32 to 81.43;
─ to reduce the percentage of refusal to work with e-learning from 24.78% to 7.29%.
The results of the implementation of the system of ergonomic expertise in Sumy
National Agrarian University (according to the data of N. Barchenko [
          <xref ref-type="bibr" rid="ref10">20, 26</xref>
          ]):
─ the percentage of certified electronic modules increased from 5 to 85.4.
─ the quality assessment of electronic modules (student survey - on a 100-point scale)
increased from 37.7 to 83.8.
4
        </p>
      </sec>
    </sec>
    <sec id="sec-4">
      <title>Conclusion</title>
      <p>We have developed:
─ a new method for ensuring the ergonomics of electronic educational resources,
including ergonomic expertise and multilevel adaptation to the capabilities of
trainees;
─ elements of information technology to manage interaction in modular e-learning
systems.</p>
      <p>The obtained results contribute to the development of new SMART technologies and
models of adaptive management of the electronic education system and enable the
transition to the technologies of dialogue based interaction of a new generation. The
social effect consists in a significant increase in the cognitive effectiveness and
attractiveness of e-learning technologies. The economic effect is determined by the
possibility to reach the following goals:
─ improving quality of educational and cognitive activity;
─ attracting categories and increasing the number of trainees.
─ accessing new international markets for educational services.</p>
      <p>The scientific novelty of the results is that, in contrast to the known results obtained
earlier:
─ in the general theory of adaptive control systems (A.I. Rastrigin, etc.), where in
general a person is excluded from the review process;
─ in the transformational learning theory (V.F. Venda, etc.), the theory of ergonomic
provision of transport systems (E.V. Gavrilov, V.K. Dolya) and studies of many
other scientific schools that do not provide the construction of functional models of
human-computer interaction variants;
─ in the framework of the functional-structural theory of ergotechnical systems of the
scientific school, formed by A.I. Gubinsky, in which until now:
 the task of adapting the information learning system to the human operator is not
fully formulated;
 the models of evaluation and optimization are oriented on an “average” operator;
 a model of the human-computer information training system has not been built.
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