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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Comparison of Open Learning Forms in Organizational Education</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>modis</string-name>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Stuttgart</string-name>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Germany Postgraduate</string-name>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Sumy State University</string-name>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Ukraine skrynnykolena@googlemail.com</string-name>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Dr Sc., Professor, Balatskyi Academic and Research institute of Finance, Economy and Management, Sumy State University</institution>
          ,
          <addr-line>Sumy</addr-line>
          ,
          <country country="UA">Ukraine</country>
        </aff>
      </contrib-group>
      <fpage>0000</fpage>
      <lpage>0001</lpage>
      <abstract>
        <p>This article describes the insights from the analysis of the comparative evaluation of open learning methods in organizational education and will be of most interest to researchers and practitioners with non-university background. The approaches considered focus on the selection of solutions based on the methods, which can be individually adapted in the future and applied, for example, by using artificial intelligence technologies to achieve organizational goals without direct human intervention. In this paper we describe the evaluation methods of the learning forms based on the principles of andragogy and consider the software specifics of investigated methods. The obtained conclusions show that the open source course, online learning communities, training with virtual reality and artificial intelligence can be successfully implemented separately and in combination according to the purposes of organizational development. However, learning with artificial intelligence has also a great potential due to the extensive knowledge base and diverse ways of knowledge mediation.</p>
      </abstract>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>Introduction</title>
      <p>With the increasing dominance of global megatrends, scientific and economic actors
reorient their activities on the needs of the net generation. The rapid digitalization
affects all areas of organizations: from finance and reporting management to marketing
[6-8, 49]. This tendency also applies to the field of knowledge management. The
adaptation to external factors influences organizational change [5, 18, 37, 47].</p>
      <p>Since lifelong learning became increasingly important, education is changing in the
direction of globalization, digitalization, and specialization [35]. This change means
mobility, and learning independent of time and place, increasing internationalization of
educational opportunities, strict specification of professional fields. In many countries,
lifelong learning is financially sponsored by the state and internal in the companies [50,
53]. Innovations in education have great potential and, like finance and reporting, have
a significant impact on organizational management [46, 49, 51].</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>At the same time, this leads to increasing demand for the most current knowledge. Open
education technologies fulfill all requirements: they are freely accessible, cost- and
license-free, and offer users both teacher and learner role choice. Companies use open
education solutions to provide their employees with transparent access to the selected
general knowledge and to strengthen a common knowledge base [9, 33]. Some global
corporations build their organizational learning system similar to open source
platforms. Small and medium-sized companies are embracing this trend and trying to make
their organizational learning digital, virtual, and open [31].</p>
      <p>Although the open learning platforms offer most of the video content, the more often
other technologies are developed and used for learning purposes there. In addition to
well-known video-based training on the online platforms and open libraries, current
open education includes the following forms of learning: synchronous e-learning
(whiteboard, digital classrooms, open educational games), simulation (open
educational virtual games), online learning communities (peer-tutoring, peer-working) [43,
54]. Furthermore, such forms for the open transfer of knowledge are virtual
visualization AR-, VR-applications (learning factory), or CPU-based learning and learning with
artificial intelligence intended [16]. Historically, all these forms and their particular
applications correspond to the specific development of digital education and range from
digitization of analog media and conventional learning methods (e. g. e-learning, cloud
learning), visual integration of information into the working environment, connecting
content with physical systems (e. g. augmented reality, IoT, virtual classroom) to
autonomous systems of competence development by combining existing technologies and
artificial intelligence (e. g. cognitive systems, collective intelligence). The learning
form and their relevance for organizational development are the objects of our
investigation.</p>
      <p>Our attempt to combine different learning forms is not new, and it differs from the other
firstly in the methodology of the study and secondly in the obtained results [16].
2</p>
    </sec>
    <sec id="sec-2">
      <title>Research methodology</title>
      <p>Our investigation consisted of four phases. Firstly, a trend analysis of the web search
requests was performed to determine which learning forms are currently most relevant
in which countries and how this tendency has developed. In the second step, we
compared the selected learning forms empirically using deductive usability benchmark
analysis. The third phase was based on expert evaluation according to the obtained
theoretical and empirical data. Finally, we present the portfolio matrix of proposed
solutions for a better identification of learning forms according to organizational learning
objectives and learning efficiency.
2.1</p>
      <sec id="sec-2-1">
        <title>Defining open education forms for evaluation</title>
        <p>Even though autonomation with the increasing use of artificial intelligence reshapes
education, traditional learning forms remain relevant. To evaluate these forms
qualitative correctly, we selected one option from each group according to such criteria as
technology degree, user interaction, variety of learning content, number of participants,
etc. These exemplary forms are: open source training (video), online learning
communities, virtual reality and learning with and from cognitive systems.</p>
        <p>We have limited the range of our investigation to these four options.
2.2</p>
      </sec>
      <sec id="sec-2-2">
        <title>Trend analysis of learning forms.</title>
        <p>To determine the actuality of the topic, we conducted a definition analysis with Google
Trends from the past five years worldwide with the predefined terms: “open source
course”, “online learning communities”, “training with virtual reality” and “learning
with artificial intelligence” [17].
2.3</p>
      </sec>
      <sec id="sec-2-3">
        <title>Usability benchmark analysis</title>
        <p>Between all usability analyses, we have chosen one, which aims to compare several
alternatives by one user and review of results collected from all users [1]. Here the
learning forms are tested in comparison based on standardized tasks. All independent
variables are fixed, and the dependent variables are measured. If one learning form is
better than another in a benchmark analysis, it does not mean that this also applies to a
change in the independent variables, e.g., for another task or users with other previous
experiences. The study aimed to evaluate forms of learning based on parameters such
as the speed of knowledge transfer, quality of learning, and personal perception. The
first parameter determines the time that the user needs to record the presenting content.
The second parameter was measured by how effectively the user reproduces the
learning material, even after one day. The third parameter reflects the user's feedback on the
learning experience. The compared parameters are variable except the predetermined
video duration in the first variant, open source course. The speed of knowledge transfer
of other learning forms due to user interaction cannot be estimated in advance. The
number of correctly answered questions measured the learning quality. A total of four
open questions and one with an enumeration of the offered variants were asked. The
questionnaire was conducted twice: immediately after the completion of each session
and the next day. Similarly, after the completion of each learning form, the data on the
personal perception of the learning process were collected. Users prioritized this
according to their overall learning experience (on a scale from 1 to 4).</p>
        <p>The subject to learn should originate from an already known learning area and contain
some new information and be appropriate for a wide variety of respondent groups. This
reflects the approach for learning in the organization. As the subject for this study, we
have chosen planets of the Solar system, one for each learning form. It must be noted
that the quantity of the learning material was the same for each learning form and the
same content was taught (distance from the Sun, color of the planet surface,
components of the surface, water management on the planet, possibilities to explore the
planets). For the first form of learning, we filmed a short video about Venus (the presenter
explained the learning material and slides) and showed it to the respondents to simulate
the open space course experience. For the online learning communities, we have chosen
the Earth as a learning object, because all participants already have some previous
knowledge. For the third learning form, training with virtual reality, we have selected
a "Weltraum VR" app (as hardware Apachie VR Box), which has already integrated
several tasks, among others, to learn some facts about Mars. The unique feature here is
that the learner who is virtually on the planet does not perceive the tasks as it is, but
notices many things, such as the planet's surface color and substance unconsciously.
For learning with artificial intelligence, we have chosen a voice assistant Siri
(MacBook), that gave the information about Mercury. The knowledge query was in the form
of a questionnaire, in which the user was asked the same questions as regarded content.
Although the analysis of Google Trends shows the increasing interest in learning with
artificial intelligence, we have not found a better and free solution for our purpose than
voice assistance. Unfortunately, this only redirects the user to the internet pages and
does not provide any comprehensive information about the searched object. It means
that currently, the user has to search and sort out the information himself. Nonetheless,
the variations in functionalities and the likelihood of the vision of teaching artificial
intelligence continue to increase.</p>
        <p>
          According to the standard rules for such survey art the selected respondent group
consisted of the employed person in the age between 16 and 70 years (the lower limit for
apprentices and school students and the upper limit is for persons with a lot of work
experience) [11, 25]. The precondition for the users was to have little or inadequate
knowledge of the planets of the Solar system. To calculate the number of required
respondents to be tested, we have applied a stochastic sample formula (
          <xref ref-type="bibr" rid="ref1">1</xref>
          ) using the
appropriate web tool [38]:
 =
 2× (1− )
        </p>
        <p>
          2
1+( 2× (1− ))
 2
(
          <xref ref-type="bibr" rid="ref1">1</xref>
          )
k - number of required respondents
N - population size (since we focus on the small and medium-sized company, we set
this value at 250 as the highest employee number)
e - error range as a decimal number (we define as 10%)
z - confidence level (we take z = 1.65 for confidence level 90%)
p - percentage as decimal number (we choose p = 0.5 for optimal sample size)
Hence, 54 respondents participated in our study.
2.4
        </p>
      </sec>
      <sec id="sec-2-4">
        <title>Heuristic morphological analysis</title>
        <p>The heuristic morphological analysis is suitable for the systematic study of complex
issues. Furthermore, this method can be used for the formation of future scenarios. For
the evaluation, the processing logic, according to Scriven, was applied [40]. The
sequence of the evaluation methodology selected by us corresponds to the evaluation
logic [12].</p>
        <p>We structured the considered object (open learning form) into its parameters, for which
various options are listed. By combining these options, innovative, goal-oriented
approaches can be identified.</p>
        <p>This method consists of five steps. These are:
1. Definition of the considered object (learning form).
2. Formulation of parameters for designing the requirements of the learning system for
adult education.
3. Formulation of performance levels of the parameters.
4. Measurement and comparison (analysis).
5. Prioritization of objects or object components. In this step, the different results are
combined into a unified value statement.</p>
        <p>This method is presented in the form of a matrix with parameters. The characteristics
of each learning form that influence the parameter values can be combined with
solutions and presented as a prioritized list of possible solution combinations [36].</p>
      </sec>
      <sec id="sec-2-5">
        <title>Defining the evaluating parameters</title>
        <p>Through systematic literature analysis, we have selected and evaluated four parameter
categories according to the investigated learning forms [2-4, 13-16, 19-22, 27-29,
3234, 44, 52, 55]. These correspond to the requirements of andragogic, software, and
organization.</p>
        <p>Andragogical evaluation parameters include:
 problem orientation (consideration of the specific issue) - in the ICT this parameter
is presented, as a sequence of problem-solving tasks;
 user interaction - integration of the adult into the learning process, involvement and
active participation in the learning process;
 participant orientation - the software is adapted to predefined user groups; the
subject-specific experience of the user - the interactions in ICT are designed according
to the level of knowledge and are neither too much nor too little demanding;
 ability for self-paced learning - the learner can determine for himself whether the
learning content is relevant for him, whether and how he can vary it;
 intermediary of the material has a supporting function and allows the learner to
understand the correlations of the material and the existing knowledge (i. a.
user-generated content).</p>
        <p>Special software evaluation parameters are:
 requirement of special software - some forms of learning cannot be used without
specialized hardware, and the others use it partially;
 experience with the control (control experience) - the level of recognition of the used
hard- or software influences the user experience and improves the handling;
 complexity of the control (control complexity) - this parameter, similar to the
experience with the control system influences many other parameters;
 control type (voice control, haptics, gesture control) - this parameter indirectly
influences other parameters, such as complexity of the control, customizability and
real-time use;
 customizability - adjustment or selection of control options;
 real-time application - use of a learning form at the time the user searches for the
problem solution or information;
 prospects for other applications - option for use for other purposes.
General software evaluation parameters are also required for the evaluation of
educational applications. They are generally valid and are not included in the evaluation we
performed. These include all other facets of software required parameters.
Organizational evaluation parameters include
 ability for permanent integration into organizational learning;
 suitability for diverse users - the learning form must be applicable for different user
groups;
 speed of the learning process - the learning process is not intended to reduce the
work of the employees, but to support it. Learning must be effective and time
efficient;
 number of learners involved – the number of learners simultaneously participating
in the learning process.</p>
        <p>Our parameter system consists of 17 parameters, which can be assigned to one of the
five performance levels in the respective learning form. It means that 340 parameter
values are considerable for the learning system, which is established by the
organization. Since we evaluate four learning forms according to their parameter levels, only 17
values can be selected as one per parameter from a total of 68.
3</p>
      </sec>
    </sec>
    <sec id="sec-3">
      <title>Results</title>
      <p>Empirical results of the Google Trends analysis (see Fig. 1) show continuous regression
for the interest of the definition “training with virtual reality” and gradual reduction of
the search requests for “online learning communities” and “open source course”.
In the years 2016 and 2018, the massive increases in search requests for the definition
“learning with artificial intelligence” are noticeable. These trends show that the open
source issue remains highly relevant, and learning with artificial intelligence is
increasingly important. The topics on online learning with communities and with virtual reality
are less interesting or known to the users. We may forecast that interest in the subject
of artificial intelligence usage in the learning process will continue to grow over the
years until the newer technology does not massively penetrate education.
Remarkable is the geographical distribution of search requests for defined terms (see
Fig. 2): the United States and India show massive popularity of these terms. This
distribution does not mean that there is no interest in these definitions in the other
countries, but that the search requests there are relatively low. Possible reasons for these
trends can be the population of the country and the (desirable) technological
development of the country. As the fragments of the results indicate, the topics of online
learning communities and training with virtual reality have the greatest actuality in the
United States. In comparison, the interest of Indian web-users in the issues open source
course and learning with artificial intelligence is particularly high (this can be
recognized by the more intensive marking of the country on the map).
The data in Fig. 3 were obtained in the heuristic morphological analysis.
The speed of knowledge transfer shows the average time in minutes required for the
user to gain knowledge. The comparison of the value of this parameter indicates that
virtual training is the most rapid to complete. This learning method also shows the best
values for the other two parameters and, therefore, the optimal one from the examined
learning forms. Other studies have already proven that active learning (by doing) is
much more effective than passive learning [24].</p>
      <p>On the contrary, learning with artificial intelligence shows the worst values, which can
be the consequence of relatively poor learning performance of the solution used.
Nevertheless, to the additional question, whether the users could imagine being guided by
artificial intelligence in their everyday life and the organization-relevant topics in the
future, we received 54 positive answers. The second-best result is measured with an
open source course.</p>
      <p>While the aggregated data is the relatively consistent, more precise observation of the
individual values shows a high degree of diversification. It means that some
respondents complete the tasks extremely quickly or are very imprecise in their queries and all
forms of learning, which is more related to their personality or experience.
Fig. 3. Speed of knowledge transfer, quality of learning and personal perception of tested
learning forms (own processing)
The advantages of this experimental procedure allow causal conclusions on the learning
experience when conducted efficiently and make significant contributions to theory
formation. The disadvantage of planning an experiment involves the appropriate
determination of the dependent and independent variables as well as a measured option for
the test environment.</p>
      <p>Through heuristic morphological analysis, we can achieve a quantitative illustration of
individual learning form parameters and use them as a basis for the design of education
systems based on the combination of selected criteria.
The analysis reveals that according to the latest scientific findings, the highest
performance levels of the most parameters (12 of 17) indicate learning with artificial
intelligence. 9 of 17 highly valued parameters has trained with virtual reality. Although open
source course (training) does not seem to provide such high parameter values, it does
not require specialized hardware and is relevant for teaching of different contents.
These findings can serve to individualize the design of the organizational learning
system as well as the selection of particular learning forms.</p>
      <p>The following statements can be concluded from the findings of empirical and
theoretical analyses:
─ for efficient (fast, high learning performance) real-time knowledge acquisition and
transfer for one person is the training with virtual or augmented reality, due to so
gained immersive experience, currently the most appropriate approach (e.g.,
workplace-related knowledge, conflict resolution behavior in a specific situation, etc.);
─ for the transfer of general, informative, non-problem-related knowledge with a high
degree of standardization is open source course particularly useful (e.g., preparation
for certification audit, general compliance rules);
─ the learning communities offer support for issues that are difficult to resolve (e.g.
maintenance-related knowledge for specific parameter settings, preparation of
presentations);
─ the learning with artificial intelligence can be used in various ways, for example, as
a language assistant to support the quick search for problem-solving methods
(reading the content aloud) or to detect the learners' weaknesses and knowledge gaps (the
recognition of faulty activity execution through gesture recognition), etc.
Besides, learning with artificial intelligence can also be used for selecting appropriate
forms of learning within the organization’s learning system.
Our study aimed to compare different forms of open education for organizational
issues. We have found that each learning form can be ideal for a specific purpose or a
particular user. Even though the considered learning methods can be easily
implemented in open education platforms, the involvement of those in the organizational
development process has a limitation, which mainly affects the learning material. The
learning material concerns the learning context because, as soon as it refers to the
proprietary corporate know-how, the content is not permitted to be publicly available. It
means that only those contents which describe generally valid principles or which are
not authentic components of a concept/process/product can be educated as open source
with the related learning forms.</p>
      <p>From the perspective of the coopetition, an open knowledge pool can be established for
a common knowledge base because of the cooperation between companies, from which
sector-specific information for open learning can be taken [42, 43].</p>
      <p>The orientation of knowledge, research, and industrial organizations towards the
digitalization of learning processes has many advantages and changes the educational state
of the world [10, 39]. Nevertheless, this can be better integrated with state (financial)
support [23, 30, 53].</p>
      <p>The findings of our study can be integrated into the design for the subsystem of
organizational learning [26].</p>
      <sec id="sec-3-1">
        <title>Acknowledgements</title>
        <p>My thanks to each of the respondents in the benchmark study: without your
participation, the evaluation would not have been possible.</p>
        <p>We want to express our great appreciation to the three anonymous reviewers of the
workshop for their critical reading and insightful feedback.</p>
        <p>
          The survey was supported by the Ministry of Education and Science of Ukraine and
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