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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Personalized and Adaptive ICT-Enhanced Learning: A Brief Review of Research from 2010 to 2019</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Hetmanska Street</string-name>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Melitopol</string-name>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Ukraine (osadchyi</string-name>
        </contrib>
        <contrib contrib-type="author">
          <string-name>irina_kr</string-name>
        </contrib>
        <contrib contrib-type="author">
          <string-name>konukhov}@mdpu.org.ua</string-name>
        </contrib>
        <contrib contrib-type="author">
          <string-name>dyuzhikova</string-name>
        </contrib>
        <contrib contrib-type="author">
          <string-name>@gmail.com</string-name>
          <email>oleg.spirin@gmail.com</email>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>University Of Educational Management of NAES of Ukraine 52 A</institution>
          ,
          <addr-line>Sichovykh Striltsiv Street, Kyiv</addr-line>
          ,
          <country country="UA">Ukraine</country>
        </aff>
      </contrib-group>
      <pub-date>
        <year>1925</year>
      </pub-date>
      <fpage>0000</fpage>
      <lpage>0001</lpage>
      <abstract>
        <p>Personalized learning is an up-to-date trend of formal and informal education development. Its main peculiarity is the maximum consideration of the person's educational needs. Nowadays, personalized learning involves development of student model based on personal characteristics; customized learning content, as well as intellectual information and communication technologies. These approach is considered as adaptive learning. Research results in the field of personalized and adaptive learning are presented in numerous publications. Thus, it was decided to perform the search in Scopus and Web of Science Core Collection, as well as the electronic libraries of the Institute of Electrical and Electronics Engineers and Association for Computing Machinery. The study consisted of two stages: 1) search by a set of key phrases; 2) search by a custom search query. The results of the analysis of the generated sample by years of publication, countries of origin of authors, number of citations are presented in tables and diagrams. Moreover, the review of some significant publications is given, and main areas of further studies are detected such as, the examining of teachers' experience in the field of use adaptive learning systems.</p>
      </abstract>
      <kwd-group>
        <kwd>personalized learning</kwd>
        <kwd>adaptive learning</kwd>
        <kwd>review</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>-</title>
      <p>Increasing attention to a person-centered learning approach, widespread use of
information and communication technologies in formal and non-formal education become
a factor of the intensive research in the field of learning individualization and
personification. The scientific results are reflected in numerous publications. In particular,
methodological approaches and aspects of using information and communication
technologies for personalized learning are presented in [1; 2; 3; 4; 5; 6].</p>
      <p>Copyright © 2020 for this paper by its authors. Use permitted under Creative Commons License Attribution 4.0 International (CC BY 4.0).</p>
      <p>As Turčáni and Balogh mention, personalized learning recognizes learners'
diversity, cognitive and physical differences and the overall individuality. It includes various
learning styles and approaches: from focused on the educational content to focused on
supporting the learners by communication, discussion, cooperation [7, p. 47-48].</p>
      <p>So, it is important to study the current state of research of the problem by
reviewing literature sources. It is a common method of analysis, so there are a lot of articles
presenting the reviews of publications on various aspects of personalized and adaptive
learning.</p>
      <p>
        Akbulut and Cardak [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ] made a content analysis of studies describing adaptive
educational hypermedia (AEH) with a focus on learning styles. They searched
publications from 2000 to 2011 in several electronic databases, namely Ulrich’s Periodicals
Directory, ISI Web of Knowledge, EBSCOhost Web, SpringerLink, ERIC, Google
Scholar and others. For research purpose different key words and phrases were used,
eg. "adaptive/adaptable e-learning”, "adaptation", "personalized e-learning", "learning
styles". Authors selected 70 papers of such types as peer-reviewed articles, full-text
proceedings of international conferences, symposia and workshops, and dissertations
in English. These publications were classified under several categories, namely
Publication type, Main focus, Purpose, Study nature, Variables used for adaptivity,
Learning style model, Student modeling, Tool for modeling, Tools for dynamic modeling,
Research settings, Participants, Type of empirical studies, Data collection tools. As a
result, authors identified some expectations of AEH using in education.
      </p>
      <p>
        We examined some other papers dedicated to literature review on personalized
learning and adaptive learning systems. A systematic literature reviews were
conducted to study individual differences accommodating in adaptive learning systems
(Nakic, Granic, and Glavinic [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ]); using competence-based recommender systems
(Yago, Clemente, and Rodriguez [
        <xref ref-type="bibr" rid="ref10">10</xref>
        ]); personalized electronic learning models as a
combination of learning theories, techniques and tools (Jando et al. [
        <xref ref-type="bibr" rid="ref11">11</xref>
        ]);
characteristics, applications, and evaluation methods of intelligent tutoring systems
(Mousavinasab et al. [
        <xref ref-type="bibr" rid="ref12">12</xref>
        ]); personal traits in adaptive learning environment and
learners' models (Normadhi et al. [13]); challenges in the online component of
blended learning (Rasheed, Kamsin, and Abdullah [14]).
      </p>
      <p>The main motivation which encourages us to conduct this study is necessity to
define methodological foundations and appropriate means of development of
personalized adaptive learning system for professional training at universities, within the
research on request of the Ministry of Education and Science of Ukraine, registration
number 0120U101970. To achieve this goal needs to select pool of theoretical and
applied papers.</p>
      <p>Furthermore, there are two research questions in our study. First, "are issues of
personalized and adaptive ICT-enhanced learning up-to-date?". Second, "what are the
ICT-means for personalization of learning?". This study was conducted through a
review relating to personalized and adaptive ICT-enhanced learning of papers
published from 2010 to 2019.</p>
    </sec>
    <sec id="sec-2">
      <title>Methodology</title>
      <p>
        In the course of our study, we relied on the methodological foundations of the
literature review as a research method outlined in [15; 16; 17], as well as materials of
scientific publications Akbulut and Cardak [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ], Nakic, Granic, and Glavinic [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ], Yago,
Clemente, and Rodriguez [
        <xref ref-type="bibr" rid="ref10">10</xref>
        ], Jando, Meyliana, Hidayanto, Prabowo, Warnars, and
Sasmoko [
        <xref ref-type="bibr" rid="ref11">11</xref>
        ], Afini Normadhi, Shuib, Md Nasir, Bimba, Idris, and Balakrishnan
[13], Rasheed, Kamsin, and Abdullah [14].
      </p>
      <p>We analyzed the scientific publications in the abstract and citation databases
Scopus (https://www.scopus.com) and the Web of Science Core Collection
(www.webofknowledge.com), as well as the libraries of the Institute of Electrical and
Electronics Engineers (IEEE, https://ieeexplore.ieee.org) and the Association for
Computing Machinery (ACM, https://dl.acm.org/). These electronic resources were
selected since they contain international scientific sources of high impact-factor. In
order to select the most up-to-date and thorough research, it was decided to introduce
additional restrictions, namely: articles in periodicals and proceedings of scientific
conferences, as well as books and parts of books published in 2010-2019.</p>
      <p>Web services of Scopus and Web of Science Core Collection abstract and citation
databases provide a strong search functionality. In particular, we used filtration by
subject area / category. Since our research was mainly related to the educational
process, the subject area "Social Sciences" was selected for search in Scopus, and the
category "Education educational research" in Web of Science Core Collection. The
search was performed under the Title, Abstract and Keyword fields.</p>
      <p>On the first stage, in order to determine the general level of scientific interest in the
field of adaptive and personalized learning, we conducted a search in three categories,
which can be defined as: "personalization of learning", "adaptation of learning",
"information systems for learning". In the process of keyword selection, we relied on
works [9; 13; 18]. Three key phrases were selected for each area, namely:
• "personalization of learning": "personalized learning", "individual learning",
"direct instruction";
• "adaptation of learning": "personalized e-learning", "adaptive learning",
"intelligent tutoring";
• "information systems for learning": "personalized learning environment", "adaptive
learning system", "intelligent tutoring system".</p>
      <p>On the second stage, for the selecting of publications, which present the results of
experimental studies in the field of adaptive learning systems, we composed a search
query consisting of four parts, combined by the logical operator AND:
1. keywords to select publications that address adaptive and personalized learning:
(adapt* OR personali*);
2. keywords to select education related publications: (education* OR "tutoring" OR
instruction* OR course*);
3. keywords to select publications related to educational information systems:
("learning environment" OR "learning system" OR "tutoring system");
4. keywords to select publications that show the results of surveying, questionnaire,
and empirical studies and in the field of using adaptive learning systems: (evaluat*
OR empiric* OR experiment* OR survey* OR questionnaire).</p>
      <p>Given the specifics of the query language of databases, as well as the additional
limitations pointed out, search queries were as follows:</p>
      <p>for search in Scopus:
TITLE-ABS-KEY (adapt* OR personali*) AND TITLE-ABS-KEY (education* OR
"tutoring" OR instruction* OR course*) AND TITLE-ABS-KEY ("learning
environment" OR "learning system" OR "tutoring system") AND TITLE-ABS-KEY
(evaluat* OR empiric* OR experiment* OR survey* OR questionnaire) AND (LIMIT-TO
(DOCTYPE,"ar") OR LIMIT-TO (DOCTYPE,"cp") OR LIMIT-TO
(DOCTYPE,"ch") OR LIMIT-TO (DOCTYPE,"bk")) AND (LIMIT-TO
(SUBJAREA,"SOCI") OR EXCLUDE (SUBJAREA,"MEDI") OR EXCLUDE
(SUBJAREA,"HEAL") ) AND (LIMIT-TO (PUBYEAR,2019) OR LIMIT-TO
(PUBYEAR,2018) OR LIMIT-TO (PUBYEAR,2017) OR LIMIT-TO
(PUBYEAR,2016) OR LIMIT-TO (PUBYEAR,2015) OR LIMIT-TO
(PUBYEAR,2014) OR LIMIT-TO (PUBYEAR,2013) OR LIMIT-TO
(PUBYEAR,2012) OR LIMIT-TO (PUBYEAR,2011) OR LIMIT-TO
(PUBYEAR,2010) )</p>
      <p>for search in Web of Science Core Collection:
TS=((adapt* OR personali*) AND (education* OR "tutoring" OR instruction* OR
course*) AND ("learning environment" OR "learning system" OR "tutoring system")
AND (evaluat* OR empiric* OR experiment* OR survey* OR questionnaire) )
Refined by: WEB OF SCIENCE CATEGORIES: (EDUCATION EDUCATIONAL
RESEARCH) AND DOCUMENT TYPES: (ARTICLE OR BOOK CHAPTER OR
PROCEEDINGS PAPER)
Timespan: 2010-2019. Indexes: SCI-EXPANDED, SSCI, A&amp;HCI, CPCI-S,
CPCISSH, BKCI-S, BKCI-SSH, ESCI</p>
      <p>Search results are presented through tables and diagrams.
3</p>
    </sec>
    <sec id="sec-3">
      <title>Research Results and Discussion</title>
      <p>To answer the first research question, "are issues of personalized and adaptive
ICTenhanced learning up-to-date?", the search in electronic libraries and databases was
done.</p>
      <p>Analysis of data collected through selecting publications in abstract and citation
databases, as well as electronic libraries by the key phrases "personalized learning",
"individual learning", "direct instruction", "personalized e-learning", "adaptive
learning", "intelligent tutoring", "personalized learning environment", "adaptive
learning system", "intelligent tutoring system", leads to the conclusion that over the
last decade, researchers have paid considerable attention to the theoretical and
practical aspects of personalized and adaptive learning, in particular to using of information
and communication technologies for provision of education adaptability (see Table 1).</p>
      <p>Key phrases
personalized learning
individual learning
direct instruction
personalized e-learning
adaptive learning
intelligent tutoring
personalized learning
environment
adaptive learning system
intelligent tutoring system
The data got from the Scopus and Web of Science Core Collection abstract and
citation databases reveal the dynamics of scientists' publication activity in the field of
personalized and adaptive learning by years. The results are given in the Table 2 and
Fig. 1-3. We can state a stable scientific interest for these issues. In particular, the
number of publications on most of the key phrases analyzed significantly increased in
2014.
individual learning
direct instruction
personalized learning environment
adaptive learning system
intelligent tutoring system
personalized learning environment
adaptive learning system
intelligent tutoring system</p>
      <sec id="sec-3-1">
        <title>a) data source: Web of Science Core Collection</title>
      </sec>
      <sec id="sec-3-2">
        <title>b) data source: Scopus</title>
        <p>The Web of Science Core Collection and Scopus abstract databases also provide an
opportunity to analyze the distribution of authors by country. Based on the analysis of
relevant data, we can conclude that these problems are relevant for educational
systems of different countries. The most scientists represent the United States of
America. The leaders' list includes researchers from China, Spain, Germany. In the Table 3,
three countries with the highest authors of publications percentage are shown for each
of the key phrases.</p>
        <p>Key phrase
personalized learning
individual learning
direct instruction
personalized e-learning
adaptive learning
intelligent tutoring
personalized learning
environment
adaptive learning system
intelligent tutoring system
personalized learning</p>
      </sec>
      <sec id="sec-3-3">
        <title>Percentage of the total number of authors of publications indexed in the abstract database 1st 2nd 3rd Web of Science Core Collection</title>
        <p>USA 24.8% China 18.3% Spain 7.8%
USA 13.4% Germany 9.9% China 6.0%
USA 36.9% Indonesia 6.7% Germany 6.4%
Australia 14.3% Greece 14.3% China 10.7%
USA 19.2% Taiwan 7.5% Spain 7.3%
USA 36.1% Taiwan 8.0% Spain 6.5%
USA 20.0%
USA 17.8%
USA 34.0%</p>
        <p>Scopus
USA 24.2%</p>
        <p>Spain 12.0%
Taiwan 17.8%</p>
        <p>Spain 8.5%
China 13.6%</p>
      </sec>
      <sec id="sec-3-4">
        <title>Greece 8.0%</title>
        <p>China 13.3%
Canada 8.1%</p>
      </sec>
      <sec id="sec-3-5">
        <title>United Kingdom</title>
        <p>8.1%
3rd
United Kingdom
9.8%</p>
        <p>Canada 5.5%
United Kingdom
9.2%
Taiwan 6.6%</p>
        <p>China 5.8%
United Kingdom
6.7%
Taiwan 7.9%
China 5.9%</p>
      </sec>
      <sec id="sec-3-6">
        <title>Percentage of the total number of authors of publications indexed in the abstract database 1st 2nd USA 19.3%</title>
        <p>USA 47.7%
Greece 10.8%
USA 22.6%
USA 39.7%
USA 18.7%
USA 19.4%
USA 39.7%</p>
      </sec>
      <sec id="sec-3-7">
        <title>Germany 11.1%</title>
      </sec>
      <sec id="sec-3-8">
        <title>Australia 6.3%</title>
        <p>Spain 9.2%</p>
        <p>China 9.3%
Germany 6.6%</p>
      </sec>
      <sec id="sec-3-9">
        <title>Germany 9.3%</title>
        <p>China 15.1%</p>
        <p>Germany 6.5%
individual learning
direct instruction
personalized e-learning
adaptive learning
intelligent tutoring
personalized learning
environment
adaptive learning system
intelligent tutoring system
The analysis of publications indexed by Scopus and Web of Science Core Collection
by criterion of authors' affiliations also shows that the United States is the leader
(Scopus – 12.3%; Web of Science Core Collection – 11.0%).</p>
        <p>Selecting of papers in electronic libraries and abstract databases within the search
query "(adapt * OR personali *) AND (education * OR "tutoring" OR instruction *
OR course *) AND ("learning environment" OR "learning system "OR" tutoring
system ") AND (evaluative * OR empiric * OR experiment * OR survey * OR
questionnaire)" gave such results: IEEE Xplore® Digital Library – 402; ACM Digital Library
– 3215; Scopus – 1280; Web of Science Core Collection – 573. Most of these
materials have been published in influential international scientific journals, including
Computers and Education, International Journal of Artificial Intelligence in Education,
International Journal of Emerging Technologies in Learning, Interactive Learning
Environments, British Journal of Educational Technology, Educational Technology &amp;
Society.</p>
        <p>The distribution of publications by years according to Scopus and Web of Science
Core Collection is given in Table 4 and shown in Fig. 4. Note, that the number of
publications indexed in Scopus is gradually increasing, and the Web of Science Core
Collection is changing slightly.
Web of Scince</p>
        <p>One of the indicators of the interest of scientists in the presented materials, as well as
the degree of influence of these publications in the field of research on the problems
of adaptive learning in the educational process is their citation. The distribution of
publications selected by search query by the number of citations is given in Table 5.
The table is based on Scopus and Web of Science Core Collection data, so the number
of citations in materials indexed in Scopus and Web of Science Core Collection is
taken into account.
The findings of the studies implied that scientists are interested in issues of
personalized and adaptive ICT-enhanced learning. So, we can state their significance for
theory and practice of education.</p>
        <p>To answer the second research question "what are the ICT-means for
personalization of learning?", we examined some scientific papers devoted to using ICT for
personalization of learning from the list selected on the previous exploring stage.</p>
        <p>In [19], Su J-M. develops the a rule‐based self‐regulated learning (SRL) assistance
scheme to intelligently facilitate personalized learning with SRL‐based adaptive
scaffolding support for learning computer software [19, p. 536]. He defines five adaptive
scaffolding strategies and rule sets which are corresponding to planning, controlling,
monitoring, and reflecting phases [19, p. 540]. Moreover, researcher describes
intelligent learning environment built on these strategies, and gives examples of rule sets
use. Through an experimental research, he points out advantages of using approach
offered. In particular, one of them is the scaffolding strategies can be manageable and
extensible to support different learning subjects of computer software courses [19, p.
553].</p>
        <p>In [20], Rohloff, Sauer, and Meinel discuss the problem of content and learning
paths personalization in Massive Open Online Courses (MOOC). They state, that
MOOC platforms are oriented on providing knowledge numerous learners. But, this
approach is not very effective, and a lot of learners are not achieve their educational
goals. Researchers offer tools to integrate personalized learning objectives into
MOOC platform and facilitate students activities. Through the special interface,
learners select learning objectives which are subsequently supported by guiding the
learning with respect to the selected objective [20, p. 9].</p>
        <p>
          In [
          <xref ref-type="bibr" rid="ref7">7</xref>
          ], Turčáni and Balogh are considering a methodology for creating a
personalized e-course with the possibility of adapting to the learner in a special environment.
They offer an AdaptiveBook module for LMS Moodle which collects data about
students' activities and helps to build personal learning way.
        </p>
        <p>A recommendation module of an adaptive and intelligent web-based programming
tutoring system – Protus is described in [21]. As Klašnja-Milićević et al. state,
tutoring systems can contain two categories of adaptivity tools: (1) adaptive hypermedia
for course adaptation to learners' individual learning styles; (2) recommendation
techniques to suggest the most appropriate learning activities to learners [21, p. 886].</p>
        <p>The recommender framework offered by researchers contains three modules: (1) a
learner-system interaction module, which gathers data of learners activities to build
appropriate models; (2) an off-line module, which recognizes learners’ goals using
learner models; (3) a recommendation engine for producing a recommendation list
[21, p. 888]. To investigate learning styles across four dimensions (Information
Processing, Information Perception, Information Reception, Information Understanding),
authors use data collection tool - Index of Learning Styles by Felder and Soloman [21,
p. 889]. To evaluate benefits of using this recommendation module, researchers
performed an experiment while studying programming. They conclude, that experimental
results show positive effect of using proposed module.</p>
        <p>Some other approaches to personalization of learning are considered in [22; 23; 24;
25; 26].</p>
        <p>The following conclusions can be drawn from the results of the analysis:
• a person-centered approach is well developed in educational theory and practice.</p>
        <p>However, researchers are looking for new ways to implement it in order to achieve
the highest degree of accordance learning content and means to person needs and
opportunities and to provide conditions for lifelong learning;
• personalized and adaptive learning envisages the organization of the educational
process when a comprehensive study of learner is carried out, then a model of one's
possible development is constructed, and subsequent influences and interactions
are built taking into account this non-static editable model;
• development of learner model is based on data about the learning style and other
personal characteristics. Its collecting and further processing are complex process
that requires the involvement of specialists in various scientific fields, as well as
the use of information and communication technologies;
• organizing the distance learning process updates research on the issues of adaptive
learning systems, among which we consider it advisable to highlight areas such as:
improving the functionality of existing learning management systems, including
the extended Moodle platform, to provide them with the means of personalizing
learning (student analysis, personal characteristics) formation of individual
educational routes, adaptive delivery of educational content and assessment, etc.);
professional training of specialists (psychologists, teachers, tutors) for the application
of these systems in formal and non-formal education institutions.</p>
        <p>At the end, it is necessary to emphasize that individualized and adaptive learning
have an important significance for life-long learning development. There are some
reasons of this statement. Firstly, these approaches are based on learning styles
models, and suppose satisfaction of persons' educational needs in different circumstances.
Secondly, using information and communication technologies helps to give access to
learning to widespread strata of the population.
4</p>
      </sec>
    </sec>
    <sec id="sec-4">
      <title>Conclusion</title>
      <p>The article presents the results of studying the state of research into the problem of
organizing personalized and adaptive learning, as well as the use of adaptive learning
systems. The study was conducted using the method of extensive search in electronic
databases.</p>
      <p>The analysis covered scientific publications for the years 2010-2019, presented in
the abstract and citation databases Scopus and Web of Science Core Collection, as
well as the electronic libraries of the Institute of Electrical and Electronics Engineers
and Association for Computing Machinery. The study consisted of two stages: 1)
search for a set of key phrases: "personalized learning", "individual learning", "direct
instruction"; "personalized e-learning", "adaptive learning", "intelligent tutoring";
"personalized learning environment", "adaptive learning system", "intelligent
tutoring system"; 2) search on a custom search query (adapt* OR personali*) AND
(education* OR "tutoring" OR instruction* OR course*) AND ("learning environment" OR
"learning system" OR "tutoring system") AND (evaluat* OR empiric* OR
experiment* OR survey* OR questionnaire). The results of the analysis of the generated
sample by years of publication, countries of origin of authors, number of citations are
presented in tables and diagrams.</p>
      <p>The resulting sample covers publications in influential scientific publications. The
refinements applied (time period, databases, key queries, search categories, etc.) limit
its scope and facilitate processing, but narrow the analyzed area somewhat.</p>
      <p>Taking into account the above perspective areas of research, further intelligence is
aimed at conducting a systematic review of literary sources, which presents the
experience of teachers in the use of adaptive learning systems, as well as studying the level
of preparedness of teachers and higher education students in the field of knowledge
"Education / Pedagogy" in their use in educational process.</p>
    </sec>
    <sec id="sec-5">
      <title>Funding</title>
      <p>This research was funded by a grant from the Ministry of Education and Science of
Ukraine (Nos. g/r 0120U101970).
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