=Paper=
{{Paper
|id=Vol-2732/20200559
|storemode=property
|title=Personalized and Adaptive ICT-Enhanced Learning: A Brief Review of
Research from 2010 to 2019
|pdfUrl=https://ceur-ws.org/Vol-2732/20200559.pdf
|volume=Vol-2732
|authors=Viacheslav Osadchyi,Iryna Krasheninnik,Oleg Spirin,Serhii Koniukhov,Tetiana Diuzhykova
|dblpUrl=https://dblp.org/rec/conf/icteri/OsadchyiKSKD20
}}
==Personalized and Adaptive ICT-Enhanced Learning: A Brief Review of
Research from 2010 to 2019==
Personalized and Adaptive ICT-Enhanced Learning: A Brief Review of Research from 2010 to 2019 Viacheslav Osadchyi1[0000-0001-5659-4774], Iryna Krasheninnik1[0000-0001-6689-3209], Oleg Spirin2[0000-0002-9594-6602], Serhii Koniukhov1[0000-0002-1925-3425], Tetiana Diuzhykova1[0000-0002-8163-3816] 1 Bogdan Khmelnitsky Melitopol State Pedagogical University 20, Hetmanska Street, Melitopol, Ukraine (osadchyi, irina_kr, konukhov}@mdpu.org.ua, dyuzhikova1970@gmail.com 2 University Of Educational Management of NAES of Ukraine 52 A, Sichovykh Striltsiv Street, Kyiv, Ukraine oleg.spirin@gmail.com Abstract. 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 de- velopment of student model based on personal characteristics; customized learning content, as well as intellectual information and communication tech- nologies. These approach is considered as adaptive learning. Research results in the field of personalized and adaptive learning are presented in numerous publi- cations. Thus, it was decided to perform the search in Scopus and Web of Sci- ence Core Collection, as well as the electronic libraries of the Institute of Elec- trical 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 pre- sented in tables and diagrams. Moreover, the review of some significant publi- cations is given, and main areas of further studies are detected such as, the ex- amining of teachers' experience in the field of use adaptive learning systems. Keywords: personalized learning, adaptive learning, review. 1 Introduction Increasing attention to a person-centered learning approach, widespread use of infor- mation and communication technologies in formal and non-formal education become a factor of the intensive research in the field of learning individualization and personi- fication. 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]. Copyright © 2020 for this paper by its authors. Use permitted under Creative Commons License Attribution 4.0 International (CC BY 4.0). As Turčáni and Balogh mention, personalized learning recognizes learners' diversi- ty, 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]. So, it is important to study the current state of research of the problem by review- ing 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. Akbulut and Cardak [8] made a content analysis of studies describing adaptive ed- ucational hypermedia (AEH) with a focus on learning styles. They searched publica- tions 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 Publi- cation type, Main focus, Purpose, Study nature, Variables used for adaptivity, Learn- ing 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. We examined some other papers dedicated to literature review on personalized learning and adaptive learning systems. A systematic literature reviews were conduct- ed to study individual differences accommodating in adaptive learning systems (Nakic, Granic, and Glavinic [9]); using competence-based recommender systems (Yago, Clemente, and Rodriguez [10]); personalized electronic learning models as a combination of learning theories, techniques and tools (Jando et al. [11]); characteris- tics, applications, and evaluation methods of intelligent tutoring systems (Mousavinasab et al. [12]); personal traits in adaptive learning environment and learners' models (Normadhi et al. [13]); challenges in the online component of blend- ed learning (Rasheed, Kamsin, and Abdullah [14]). The main motivation which encourages us to conduct this study is necessity to de- fine methodological foundations and appropriate means of development of personal- ized adaptive learning system for professional training at universities, within the re- search 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. 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 pub- lished from 2010 to 2019. 2 Methodology In the course of our study, we relied on the methodological foundations of the litera- ture review as a research method outlined in [15; 16; 17], as well as materials of sci- entific publications Akbulut and Cardak [8], Nakic, Granic, and Glavinic [9], Yago, Clemente, and Rodriguez [10], Jando, Meyliana, Hidayanto, Prabowo, Warnars, and Sasmoko [11], Afini Normadhi, Shuib, Md Nasir, Bimba, Idris, and Balakrishnan [13], Rasheed, Kamsin, and Abdullah [14]. We analyzed the scientific publications in the abstract and citation databases Sco- pus (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. 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 pro- cess, 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. 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", "di- rect instruction"; • "adaptation of learning": "personalized e-learning", "adaptive learning", "intelli- gent tutoring"; • "information systems for learning": "personalized learning environment", "adaptive learning system", "intelligent tutoring system". 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). Given the specifics of the query language of databases, as well as the additional limitations pointed out, search queries were as follows: 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 environ- ment" OR "learning system" OR "tutoring system") AND TITLE-ABS-KEY (evalu- at* 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) ) 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&HCI, CPCI-S, CPCI- SSH, BKCI-S, BKCI-SSH, ESCI Search results are presented through tables and diagrams. 3 Research Results and Discussion To answer the first research question, "are issues of personalized and adaptive ICT- enhanced learning up-to-date?", the search in electronic libraries and databases was done. 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 practi- cal aspects of personalized and adaptive learning, in particular to using of information and communication technologies for provision of education adaptability (see Table 1). Table 1. Generalization of search results. Resource Web of Sci- Key phrases IEEE Xplore® ACM Digital Scopus ence Core Digital Library Library Collection personalized learning 411 550 720 448 individual learning 399 709 1056 596 direct instruction 26 171 505 312 personalized e-learning 70 29 65 28 adaptive learning 1351 972 782 385 intelligent tutoring 860 973 916 523 personalized learning 22 31 75 25 environment adaptive learning system 83 46 139 45 intelligent tutoring system 291 348 859 235 The data got from the Scopus and Web of Science Core Collection abstract and cita- tion 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. Table 2. Distribution of publications on problems of personalized and adaptive learning by years. Key phrase 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 Web of Science Core Collection personalized learning 19 15 24 27 23 49 88 86 72 45 individual learning 52 43 46 50 40 82 76 82 71 54 direct instruction 15 21 19 20 17 46 35 42 53 44 personalized e-learning 2 2 2 2 4 3 3 2 5 3 adaptive learning 25 20 18 28 24 35 65 68 55 47 intelligent tutoring 45 24 29 42 41 45 99 79 54 65 personalized learning 2 1 1 2 1 2 5 4 4 3 environment adaptive learning system 0 3 2 4 1 7 8 2 10 8 intelligent tutoring sys- 22 8 13 18 14 27 47 31 24 31 tem Scopus personalized learning 46 35 55 50 48 78 75 91 110 132 individual learning 97 99 100 97 96 124 95 108 112 128 direct instruction 40 31 49 46 38 60 44 50 65 82 personalized e-learning 7 5 6 8 6 5 6 3 8 11 adaptive learning 63 55 52 63 57 70 99 93 123 107 Key phrase 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 intelligent tutoring 92 68 81 89 90 89 122 98 94 93 personalized learning 8 5 6 8 5 9 10 7 7 10 environment adaptive learning system 4 5 9 16 15 11 21 17 22 19 intelligent tutoring sys- 80 63 76 86 83 84 114 90 92 91 tem 100 140 120 80 100 60 80 60 40 40 20 20 0 0 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 personalized learning personalized learning individual learning individual learning direct instruction direct instruction Fig. 1. Dynamics of publication activity on the problems of personalized and individual learn- ing, according to Web of Science Core Collection (a) and Scopus (b) abstract and citation data- bases (accessed March 25, 2020). 120 140 100 120 100 80 80 60 60 40 40 20 20 0 0 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 personalized e-learning personalized e-learning adaptive learning adaptive learning intelligent tutoring intelligent tutoring Fig. 2. Dynamics of publication activity on the problems of personalized e-learning, adaptive learning and intelligent tutoring, according to Web of Science Core Collection (a) and Scopus (b) abstract and citation databases (accessed March 25, 2020). 50 120 40 100 80 30 60 20 40 10 20 0 0 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 personalized learning environment personalized learning environment adaptive learning system adaptive learning system intelligent tutoring system intelligent tutoring system a) data source: Web of Science Core Collection b) data source: Scopus Fig. 3. Dynamics of publication activity on the problems of personalized learning environment, adaptive learning system and intelligent tutoring system, according to Web of Science Core Collection (a) and Scopus (b) abstract and citation databases (accessed March 25, 2020). 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 sys- tems of different countries. The most scientists represent the United States of Ameri- ca. 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. Table 3. Distribution of publications on personalized and adaptive learning by country. Percentage of the total number of authors of publications in- Key phrase dexed in the abstract database 1st 2nd 3rd Web of Science Core Collection personalized learning USA 24.8% China 18.3% Spain 7.8% individual learning USA 13.4% Germany 9.9% China 6.0% direct instruction USA 36.9% Indonesia 6.7% Germany 6.4% personalized e-learning Australia 14.3% Greece 14.3% China 10.7% adaptive learning USA 19.2% Taiwan 7.5% Spain 7.3% intelligent tutoring USA 36.1% Taiwan 8.0% Spain 6.5% personalized learning envi- USA 20.0% Spain 12.0% Greece 8.0% ronment adaptive learning system USA 17.8% Taiwan 17.8% China 13.3% intelligent tutoring system USA 34.0% Spain 8.5% Canada 8.1% Scopus United Kingdom personalized learning USA 24.2% China 13.6% 8.1% Percentage of the total number of authors of publications in- Key phrase dexed in the abstract database 1st 2nd 3rd United Kingdom individual learning USA 19.3% Germany 11.1% 9.8% direct instruction USA 47.7% Australia 6.3% Canada 5.5% United Kingdom personalized e-learning Greece 10.8% Spain 9.2% 9.2% adaptive learning USA 22.6% China 9.3% Taiwan 6.6% intelligent tutoring USA 39.7% Germany 6.6% China 5.8% personalized learning envi- United Kingdom USA 18.7% Germany 9.3% ronment 6.7% adaptive learning system USA 19.4% China 15.1% Taiwan 7.9% intelligent tutoring system USA 39.7% Germany 6.5% China 5.9% 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%). 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 sys- tem ") AND (evaluative * OR empiric * OR experiment * OR survey * OR question- naire)" gave such results: IEEE Xplore® Digital Library – 402; ACM Digital Library – 3215; Scopus – 1280; Web of Science Core Collection – 573. Most of these materi- als have been published in influential international scientific journals, including Com- puters 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 & Society. 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. Table 4. Distribution of publications on problems of application of adaptive learning systems by years. Data source 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 Scopus 88 91 109 124 120 142 140 140 153 173 Web of Science 5 3 6 4 3 12 12 6 8 12 Core Collection 200 180 160 140 Scopus 120 100 Web of Scince 80 60 40 20 0 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 Fig. 4. Dynamics of publication activity on the problems of using adaptive learning systems personalized and adaptive learning according to Web of Science Core Collection (a) and Sco- pus (b) abstract and citation databases (accessed March 25, 2020). 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. Table 5. Distribution of publications on problems of using adaptive learning systems by num- ber of citations. 0 citations 1 – 49 citations 50 – 99 citations 100 or more citations Data source number % number % number % number % Scopus 352 27.5 876 68.4 38 3.0 14 1.1 Web of Science 49.6 14 271 47.3 284 2.4 4 0.7 Core Collection The findings of the studies implied that scientists are interested in issues of personal- ized and adaptive ICT-enhanced learning. So, we can state their significance for theo- ry and practice of education. To answer the second research question "what are the ICT-means for personaliza- tion of learning?", we examined some scientific papers devoted to using ICT for per- sonalization of learning from the list selected on the previous exploring stage. 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 scaf- folding 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 intelli- gent 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]. 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]. In [7], Turčáni and Balogh are considering a methodology for creating a personal- ized 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 stu- dents' activities and helps to build personal learning way. A recommendation module of an adaptive and intelligent web-based programming tutoring system – Protus is described in [21]. As Klašnja-Milićević et al. state, tutor- ing systems can contain two categories of adaptivity tools: (1) adaptive hypermedia for course adaptation to learners' individual learning styles; (2) recommendation tech- niques to suggest the most appropriate learning activities to learners [21, p. 886]. 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 Pro- cessing, 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 per- formed an experiment while studying programming. They conclude, that experimental results show positive effect of using proposed module. Some other approaches to personalization of learning are considered in [22; 23; 24; 25; 26]. The following conclusions can be drawn from the results of the analysis: • a person-centered approach is well developed in educational theory and practice. 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 educa- tional routes, adaptive delivery of educational content and assessment, etc.); pro- fessional training of specialists (psychologists, teachers, tutors) for the application of these systems in formal and non-formal education institutions. 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 mod- els, 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 Conclusion 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. 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 tutor- ing system"; 2) search on a custom search query (adapt* OR personali*) AND (educa- tion* OR "tutoring" OR instruction* OR course*) AND ("learning environment" OR "learning system" OR "tutoring system") AND (evaluat* OR empiric* OR experi- ment* 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. 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. 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