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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Fuzzy Set Theory in Determining Learning Process Effectiveness*</article-title>
      </title-group>
      <contrib-group>
        <aff id="aff0">
          <label>0</label>
          <institution>V. I. Vernadsky Crimean Federal University</institution>
          ,
          <addr-line>Simferopol</addr-line>
          ,
          <country country="RU">Russia</country>
        </aff>
      </contrib-group>
      <fpage>0000</fpage>
      <lpage>0003</lpage>
      <abstract>
        <p>The paper considers the viability of applying fuzzy set theory to determining learning process effectiveness in a higher education institution. It also investigates issues that concern relationships between learning process effectiveness criteria, quality of expert assessment, as well as concerning the integrated assessment of learning process effectiveness. The goal of this paper is to propose a tool that would determine learning process effectiveness in a higher education institution. To that end, a mathematical model is presented that demonstrates the relationship between learning process effectiveness criteria and fuzzy set theory. Additionally, a formalized mathematical model is presented using fuzzy set theory and the MATLAB software environment. To implement the technique for learning process effectiveness assessment, an intelligent system has been developed by the authors, based on the MATLAB mathematical package. The value of the integrated assessment is determined using defuzzification of the output variable using the “centre of gravity”, and the principal stages of calculating the assessment are presented on figures within. The paper provides tables of membership function values, active fuzzy inference rules, and a triangular membership function with “non-overlapping” neighbouring terms.</p>
      </abstract>
      <kwd-group>
        <kwd>integrated assessment</kwd>
        <kwd>fuzzy set theory</kwd>
        <kwd>effectiveness</kwd>
        <kwd>learning process</kwd>
        <kwd>higher education institution</kwd>
        <kwd>computer modelling</kwd>
        <kwd>fuzzy logic</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>-</title>
      <p>
        Today, fuzzy modelling is a promising avenue of research and development. The
technology is relevant and in-demand because interest in various aspects of intelligent
management has risen, and formal and mathematical models of real systems and
management processes are growing ever more complex. This tendency means models must
more adequately describe their subject area and consider a multitude of factors that
influence decision making processes. The fuzzy systems toolset includes fuzzy sets,
fuzzy logic, and fuzzy modelling, and is especially useful for solving these emerging
*
problems. Applying the fuzzy systems toolset makes it possible to build fuzzy control
systems of various classes, which would allow solving management problems in
circumstances where traditional methods are ineffective or unable to be applied due to
insufficient data about the object [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ].
      </p>
      <p>
        The learning process in pedagogy is the gradual shift in educational acts necessary
to facilitate the development of the student’s personality. Effectiveness of learning is
an important category that contains both process unity and learning results. Assessment
of the effectiveness of the learning process in higher education institutions is relevant
because ratings do not reflect the reality of the learning process. Today, significant
attention is devoted to learning process assessment by higher education institutions, and
a multitude of methods and models have been developed to that end. However, the
majority of them do not yield accurate assessments, so the task of finding and
developing methods for accurate assessment of learning process effectiveness and comparison
of higher education institutions is particularly relevant [
        <xref ref-type="bibr" rid="ref2 ref3 ref4">2, 3, 4</xref>
        ].
      </p>
      <p>
        Many researchers believe that increasing the effectiveness of the learning process is
one of the most important pedagogical tasks. Effectiveness, along with performance, is
one of the indicators of process quality. The combination of multiple interrelated
elements that determine the effectiveness of the learning process makes it difficult to
determine its integral (integrated) assessment. The history of this problem is determined
by the dynamism expressed in particular by changes during generations, as well as the
progressive development of human society. Passing on experience in solving this
problem results in the improvement of techniques and methods of teaching. Experience
shows that a constructive solution cannot be found when using an approach that
considers the learning process as a set of components interconnected in different ways [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ].
2
      </p>
      <p>
        Principal Assumptions and Methodology
Modern pedagogical learning process theory is directed at efficiently forming
competencies in students and describes techniques and methods for organizing learning
activities. The learning process, being bilateral, consists of two components: teaching – the
activity of the teacher – and studying – the activity of the student. Ultimately, learning
itself is a tool and method for organizing the educational process, the path towards
obtaining a comprehensive education. The efficiency of learning is determined by many
criteria. The criteria for learning effectiveness are objective, comparable indicators of
the learning process, which are stable for a certain period. According to modern
didactical concepts, effectiveness criteria should reflect competency completeness and the
development of personal qualities. Effectiveness criteria for the learning process may
be considered from various points of view: from one of a competence approach, a
personal approach, a systematic approach, or a differentiated approach. V. M. Blinov, a
Russian pedagogue, was the first to describe the problem of learning process
effectiveness as a didactical category, which is based upon the tenets of activity systems. Blinov
determined the weak areas in the theory of learning effectiveness increase and proposed
ways to rectify them, as well as didactically characterized learning process
effectiveness [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ].
      </p>
      <p>
        Let us consider the criteria for learning process effectiveness, which may be grouped
into internal and external criteria. Internal criteria include learning success, academic
performance, quality of acquired knowledge and competencies, level of student
development, level of education, and educability [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ]. External criteria include adaptability of
graduates to professional activities and social functioning, the perfection of
self-education, professional mastery. Some researchers propose different classifications of
learning process effectiveness criteria, for example, cognitive, affective, and psychomotor
goals of education. Limiting the scope of this paper, only the following criteria for the
effectiveness of the learning process will be considered, in the following order:
Level of teacher professionalism – LP.
      </p>
      <p>Level of learning, or level of educability (i.e. the ability to assimilate knowledge) –
LE.</p>
      <p>The efficiency of learning process management, delivering good results at minimal
cost – EM.</p>
      <p>
        Formation of competencies, i.e. a system of knowledge, skills and competencies that
correspond to the Federal State Educational Standard (CF) [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ].
      </p>
      <p>Modelling an Integral Assessment of Learning Process
Effectiveness
The MATLAB software environment is an application package for various
calculations, computer modelling, and solving a wide range of practical problems. The
MATLAB software environment includes the base software and some extension
packages, which encompass a wide range of problems and subject areas. The development
of mathematical models based on fuzzy logic is facilitated by the MATLAB Fuzzy
Logic Toolbox extension package. The package facilitates the development and
utilization of fuzzy logic models.</p>
      <p>To develop and later utilize fuzzy inference systems, the following software tools in
the Fuzzy Logic Toolbox have been used: FIS Editor (editing graphical fuzzy inference
systems); Membership Function Editor (editing graphical membership functions of the
generated fuzzy inference); Rule Editor (editing logical rules of the fuzzy inference
system); Rule Viewer (viewing logical rule tables for the fuzzy inference system being
analysed); Surface Viewer (visualizing the surface of the fuzzy inference result). The
FIS Editor may be opened using the word fuzzy in the command line. This function
supports adding and editing the number of input and output variables, the corresponding
membership functions, fuzzy inference system type, assumed defuzzification method,
etc.</p>
      <p>The Membership Function Editor serves to input and edit functions of linguistic term
membership in a fuzzy inference system. The Rule Editor is used to set and modify
logical rules of the fuzzy inference system using a table view. Complete sentences are
created using the words if, then, is, and, or, when writing rules down in text form.
Result visualization and analysis of result changes depending on inputs are performed
using the Rule Viewer; the bottom right rectangle marks the defuzzified value of the
output variable received as a result of accumulating inferences made using the specified
rules. Changing specific input variable values is done by either moving the red vertical
line intersecting the input variable rectangles, or specifying values manually in the
respective input fields. The Surface Viewer allows the user to analyse the fuzzy inference
system surface and visualize how output variables relate to all input variables.</p>
      <p>Let us review the applications of MATLAB to performing calculations, computer
modelling, and practical problem solutions in the field of education.</p>
      <p>
        The integrated assessment (KO) of learning process effectiveness shall be calculated
using fuzzy set theory [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ]. Levels of criteria that form the integrated assessment will be
determined according to 10 expert assessments. The experts using a qualitative
descriptor assess each of these criteria: Н for “unsatisfactory”, Y for “satisfactory”, X for
“good” and O for “excellent”. Taking into account the high consistency of expert
opinions, it can be assumed that the assessments of one criterion will be limited to a pair of
adjacent qualitative descriptors, i.e. unsatisfactory-satisfactory, satisfactory-good,
good-excellent. To avoid unnecessary complication of the fuzzy inference ruleset in the
model, let us use a triangular membership function with “non-overlapping”
neighbouring terms.
      </p>
      <p>
trim f
0, x  a;
 x  a
 b  a
( x, a, b, c)  
 с  x
 c  b
0, x  c
, a  x  b;</p>
      <p>,
, b  x  c;
(1)
where a, c are the X coordinates of the points defining the triangle base, b is the X
coordinate of its vertex. This function is plotted in Fig. 2.</p>
      <p>The output linguistic variable, “integrated assessment” (KO) contains four linguistic
terms (qualitative descriptors) H, Y, Х, О with trapezoid membership functions (see
Fig. 3).
trapm f
where a, d are the X coordinates of the trapezoid lower base, b, c – the upper.
(2)</p>
      <p>
        The values of the membership functions for the input linguistic variables are defined as
the ratio of the number of each of the Н, Y, Х, О answers to the total number of
respondents [
        <xref ref-type="bibr" rid="ref10">10</xref>
        ]. The obtained values are presented in the table below:
      </p>
      <p>Fuzzy inference requires a ruleset of the form IF LP IS Х AND LE IS Y AND EM
IS Y AND CF IS Х THEN KO IS Y, formally containing a total of 44 = 256 inferences.
When considering only the “active” rules, 16 inferences remain, which are listed in
Table 2.</p>
    </sec>
    <sec id="sec-2">
      <title>Integrated assess</title>
      <p>ment
KO/membership
function value
Y/0,2
Х/0,2
Y/0,2
Х/0,2
Х/0,2
Х/0,2
Х/0.2
Х/0,2
Y/0,4
Х/0,2
Х/0,5
Х/0,2
Х/0,4
Х/0,2
Х/0,5
О/0,2
LP
0,2
0,8
EM
Y/0,4
Y/0,4
Х/0,6
Х/0,6
Y/0,4
Y/0,4
Х/0,6
Х/0.6
Y/0,4
Y/0,4
Х/0,6
Х/0,6
Y/0,4
Y/0,4
Х/0,6
Х/0,6
4</p>
      <sec id="sec-2-1">
        <title>Results and Future Work</title>
        <p>Because the resulting membership function for each subinference corresponds to the
minimum of its component membership functions, and the output variable membership
LE
0,5
0,5</p>
      </sec>
    </sec>
    <sec id="sec-3">
      <title>Criterion EM 0,4 0,6</title>
      <p>CF
Х/0,8
О/0,2
Х/0,8
О/0,2
Х/0,8
О/0.2
Х/0,8
О/0.2
Х/0,8
О/0,2
Х/0,8
О/0,2
Х/0,8
О/0,2
Х/0,8
О/0,2
function corresponds to the maximum of the membership functions defined by the
subinferences being analysed, then it would suffice to leave only those “active” rules which
define the maximum value of the membership functions of each of the output variable’s
terms.</p>
      <p>
         KO Y   0,4;
 KO Х   0,5;
 KO О  0,2
(3)
(4)
(5)
The union of the resulting sets corresponds to the resulting output variable membership
function. The final value of KO may be calculated using defuzzification on the output
fuzzy variable using the “centre of gravity” method [
        <xref ref-type="bibr" rid="ref11">11</xref>
        ] (see Fig. 4).
The final result may then be calculated [
        <xref ref-type="bibr" rid="ref12">12</xref>
        ]:
90
 x (x)dx
КО  15
90
  (x)dx
15
 50,35
(6)
5
      </p>
      <sec id="sec-3-1">
        <title>Conclusion</title>
        <p>The resulting value is equivalent to a “good” qualitative assessment. The paper’s results
may therefore be formulated thus:</p>
      </sec>
    </sec>
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