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<article xmlns:xlink="http://www.w3.org/1999/xlink">
  <front>
    <journal-meta>
      <journal-title-group>
        <journal-title>November</journal-title>
      </journal-title-group>
    </journal-meta>
    <article-meta>
      <title-group>
        <article-title>Measuring Cognitive Load Based on EEG Data in the Intelligent Learning Systems</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Marina Murtazina</string-name>
          <email>murtazina@corp.nstu.ru</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Tatiana Avdeenko</string-name>
          <email>avdeenko@corp.nstu.ru</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Novosibirsk State Technical University</institution>
          ,
          <addr-line>20, Karla Marksa av., Novosibirsk, 630073</addr-line>
          ,
          <country country="RU">Russia</country>
        </aff>
      </contrib-group>
      <pub-date>
        <year>2020</year>
      </pub-date>
      <volume>1</volume>
      <fpage>2</fpage>
      <lpage>13</lpage>
      <abstract>
        <p>The article presents the application of the EEG neuroheadset as a component of intelligent learning systems. Traditionally, intelligent learning systems include three knowledge representation models: an expert model, a mentor model, and a student model. The student model reflects the level of his knowledge, as well as how the task is perceived, how the student reacts to the warning and help of the mentor. The inclusion into the student model of the indicators of his reaction to the task based on the analysis of physiological signals seems to be an extremely promising direction of research aimed at improving learning outcomes and developing individual computer-based teaching methods based on feedback. One of the important indicators that can be monitored using the EEG is cognitive load. The paper analyzes methods for measuring cognitive load based on EEG data. An approach to organizing the monitoring of cognitive load using Python libraries is proposed. The MNE library was used to process the EEG data, and the PyEEG library was used to extract the features from the EEG.</p>
      </abstract>
      <kwd-group>
        <kwd>Intelligent learning systems</kwd>
        <kwd>EEG</kwd>
        <kwd>cognitive load</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>1. Introduction</title>
      <p>Currently, one of paradigms for constructing intelligent learning systems is presentation of the
educational process as a student knowledge management process. Intelligent learning systems are
based on the idea of selecting an individual training scenario, taking into account the cognitive
abilities of the student. It is known from educational psychology that teaching is most effective when
the educational process is organized in such a way that to prevent cognitive overload of the student
which results in dulling physiological attention. Learning performance can be improved by adapting
learning tasks to
human information
processing
capabilities.</p>
      <p>
        Currently,
within
pedagogical
neuroscience, innovative methodologies are being developed for analyzing cognitive load of students
on the basis of measuring physiological indicators. The electroencephalogram (EEG) is considered as
a highly
sensitive
tool for
adapting
the
process
of
human-computer interaction
to
the
psychophysiological student state. The availability of devices based on non-invasive EEG allows to
improve understanding of basic mechanisms of perception of teaching materials [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ]. In this regard, the
issues of monitoring the cognitive load of a student to increase the effectiveness of his work in the
training system, as well as issues of choosing information technologies that provide such monitoring,
are relevant.
      </p>
      <p>
        The development of methods for measuring cognitive load from the EEG data is an area of active
research. Thus, the work [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ] investigates the EEG frequency ranges that can be used to measure
cognitive load, and proposes a method for measuring cognitive load using the EEG power spectrum.
The advantages of the method proposed in [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ] for measuring cognitive load from the EEG data is its
      </p>
      <p>
        2020 Copyright for this paper by its authors.
independence from the assessment method. The disadvantages include the need of using expensive
equipment, long analysis time, and the necessity for expert knowledge while interpretation. The work
[
        <xref ref-type="bibr" rid="ref3">3</xref>
        ] discusses the issues of determining the optimal sets of EEG electrodes resistant to differences
between people, tasks and sessions for monitoring cognitive load. In [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ] electroencephalography is
proposed as an additional tool for assessing cognitive load.
      </p>
      <p>
        The work [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ] presents methodology for measuring cognitive load in a multimedia learning
environment using EEG data. The effectiveness of subtitles as educational support in educational
videos is investigated. It is recommended to use the power spectrum in the alpha band when
investigating the effect of various components of multimodal texts on cognitive load. The work [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ]
touches upon the development of intelligent learning systems that can assess the state of a student
according to EEG data and adapt to this state. Spectral features extracted from EEG data are used to
simulate the cognitive load of a user of an intelligent learning system. In [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ], a multi-agent system is
proposed that predicts the emotional response of a student based on brain waves.
      </p>
      <p>This paper analyzes possibilities of using the EEG data for intelligent learning systems. The object
of the research is the organization of monitoring of cognitive load based on EEG data. The paper is
organized as follows. Section 1 substantiates the relevance of the research topic and provides an
overview of publications on the research topic. Section 2 analyzes the main ideas of using the EEG
neuroheadset as a component of intelligent learning systems. Section 3 discusses the issues of
measuring cognitive load based on EEG data and proposes an approach to organizing monitoring of
cognitive load using Python libraries. Section 4 summarizes the work done.</p>
    </sec>
    <sec id="sec-2">
      <title>2. Using a EEG neuroheadset as an intelligent learning system component</title>
    </sec>
    <sec id="sec-3">
      <title>2.1. EEG neuroheadset</title>
      <p>
        Development of neurotechnologies has led to the emergence of consumer-grade neurointerfaces
that allow recording EEG signals. In this regard, the possibilities of using EEG neuroheadsets in the
educational process, in particular, for monitoring the cognitive load of a student, began to be actively
investigated. The Emotiv Epoc and OpenBCI neuroheadsets are among the market leaders between
portable neurotechnical research devices [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ]. It is explained by the large number of electrodes
compared to other neuroheadsets using from 1 to 4 electrodes. For registration the EEG data by
professional electroencephalographs, the International Federation of Electroencephalography and
Clinical Neurophysiology have recommended the Electrode Placement System 10-20. The name of
the electrode placement system reflects the technique of placing the electrodes on the head surface.
System 10-20 originally determined positions of 21 electrodes. With the development of multichannel
EEG hardware systems, the number of electrodes has increased to 74. This extended 10-20 system is
known as the 10-10 system. When applying electrodes according to the 10-20 (10-10) system, the
distance between the nasion (middle of the bridge of the nose) and the inion (hard bone tubercle on
the back of the head) is measured. The distance between the left and right ear fossa is also measured.
The electrodes are positioned at intervals of 10% or 20% of the measured distances. The name of each
electrode consists of the Latin letter and the number. The letter indicates the name of the brain region:
prefrontal (Fp), frontal (F), temporal (T), parietal (P), occipital (O), central (C). The Z marker is used
to mark the electrodes placed on the median line. The electrode placed on the inion is designated with
the letter I. The electrodes on the earlobes are marked with the letter A. The number in the name of
the electrode indicates the hemisphere. Even numbers are used for electrodes placed on the right
hemisphere, odd numbers on the left. T8, T7, P8 and P7 electrodes from the 10–10 arrangement are
equivalent to the T4, T3, T6, T5 electrodes from the 10–20 arrangement [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ].
      </p>
      <p>Compliance with the standard 10–20 (10–10) system is also carried out when creating various
consumer-grade neurodevices. However, if in professional electroencephalographs the number of
electrodes involves the installation of at least 21 electrodes, then the number of electrodes in
consumer-grade neurodevices is much less. Figure 1 shows a comparison between the international
10-10 electrode placement system and the Emotiv Epoc neuroheadset. The latter includes 14
electrodes. The location of electrodes is fixed.</p>
      <p>OpenBCI is an open platform based on ton the ADS1299 Texas Instrument micro-controller to
provide users with an access to the raw data on brain wave activity without rigid restrictions on the
number and placement of electrodes. OpenBCI offers a variety of data acquisition boards (4, 8 and 16
electrodes) that connect to PCs, laptops, smartphones, and any Bluetooth enabled device. OpenBCI
board electrodes can be used with a 3D printed headset, an OpenBCI EEG Electrode Cap, and any
traditional system of cup electrode attachment. Figure 2 shows a comparison of the international
1010 electrode placement system and a typical electrode placement on an OpenBCI EEG 3D printed
headset.</p>
      <p>
        Traditionally, five frequency ranges are distinguished in the EEG: δ delta (less than 4 Hz), θ theta
(from 4 to less than 8 Hz), α alpha (from 8 to less than 13 Hz), β beta (from 13 to less than 30 Hz), γ
gamma (more than 30 Hz) [
        <xref ref-type="bibr" rid="ref10">10</xref>
        ]. With neurological activity in different areas of the brain, electrical
waves are generated at different frequencies with greater or lesser strength, depending on the
cognitive task being performed. EEG allows recording electrical signals that are generated during
activation and deactivation of neurons involved in a cognitive task.
      </p>
    </sec>
    <sec id="sec-4">
      <title>2.2. Intelligent learning systems</title>
      <p>
        Intelligent learning systems are aimed at optimizing the learning process for each user of the
system. To this end, they create and maintain domain knowledge models, learning prosess model,
student model, and an interface model. A domain knowledge model (or an expert's model) defines a
set of elementary knowledge that a student must assimilate in the process of studying an academic
discipline. The learning process model (or mentor model) formalizes pedagogical strategies and
provides a decision-making process on the tactics of providing educational information to the user,
based on the student's knowledge model. The student model includes facts and relationships regarding
the student's knowledge and skills in the field of knowledge being studied. The student's model is a
formatted description of the learner in the educational process: how he perceives the task, what he
does, how he answers questions, how he asks, how he reacts to the warning and help of the mentor.
The interface model controls the interaction between the user and the intelligent learning system [
        <xref ref-type="bibr" rid="ref11 ref12">11,
12</xref>
        ].
      </p>
      <p>
        The first intelligent learning environments appeared in the 1970s. Since then, many learning
systems of this class have been developed. The best known among them are SHERLOCK,
SQLTutor, ActiveMath, Guru [
        <xref ref-type="bibr" rid="ref11 ref13">11, 13</xref>
        ]. Nowadays, creating intelligent learning systems is a rapidly
growing field that develops and implements customized computer-based teaching and feedback
methods without human intervention. One of the latest trends in the development of intelligent
learning systems has become the use of technologies for collecting and analyzing physiological
signals, such as EEG and ECG, to ensure adaptation of the content provided by the intelligent learning
system to the user, depending on the mood, cognitive load, attentiveness and emotional reactions of
the student [
        <xref ref-type="bibr" rid="ref13 ref14">13, 14</xref>
        ].
      </p>
      <p>The architecture of an intelligent learning system with the use of an EEG neuroheadset assumes
that the intelligent learning system receives, as additional data, the results of the assessment and / or
the predicted state of the student according to the EEG data. Figure 3 shows a generalized architecture
of an intelligent learning system using an EEG neuroheadset.</p>
      <p>EEG data collection and analysis unit
EEG streaming
software</p>
      <p>User
interface</p>
      <p>EEG records</p>
      <p>Intelligent learning system</p>
      <p>Expert model
Mentor
model</p>
      <p>Student
model</p>
      <p>EEG data
preprocessing
and analysis
modules</p>
      <p>The student wears an EEG neuroheadset when interacting with the intelligent learning system
through the user interface. The EEG Analysis module processes physiological EEG signals and
transmits the results for inclusion into the student's model. The main limitations of using EEG
neuroheadsets include the following: cost, the need of training the system to interpret EEG data for a
specific user, response delay, since the data is analyzed over a certain period of time, discomfort from
wearing the headset. In addition, the differences in the number of electrodes challenge the developers
of EEG data processing and analysis modules for intelligent learning systems with the task of
comparing the electrodes arrangement on neuroheadsets and applying feature extraction methods
taking into account a specific set of electrodes on the neuroheadset.
2.3.</p>
    </sec>
    <sec id="sec-5">
      <title>Measuring cognitive load using EEG data</title>
      <p>
        Cognitive load is a quantitative measure of the mental effort required to complete a task [
        <xref ref-type="bibr" rid="ref15">15</xref>
        ].
Cognitive load reflects the resources spent by working memory. Methods for measuring cognitive
load are divided into subjective and objective. The first group of methods for measurement uses
subjective rating scales, such as NASA-TLX or an adapted version of Paas's 9-point symmetric
categorical scale for assessing mental effort. Subjective assessment is usually made by answering the
question "Please rate the amount of mental effort invested in the task" on a qualitative scale (from
"very very low mental effort" to "very, very high mental effort"). The question is asked immediately
after completion of the tasks. Subjective rating scales do not provide an indication of fluctuations in
cognitive load during task performance. Objective methods for measuring cognitive load are divided
into two groups: methods for measuring cognitive load for secondary tasks and methods based on
measuring physiological indicators. The most widely used methods of the latter group are methods for
assessing cognitive load according to EEG data [16].
      </p>
      <p>Currently, there is no unambiguous way to assess cognitive load using EEG data. The most
commonly used methods include [16, 17]:
1) event-related desynchronization and synchronization (ERD / ERS index),
2) theta-alpha ratio (TAR index),
3) methods based on machine learning.</p>
      <p>The first method reflects the percentage decrease (event-related desynchronization, ERD) or
increase (event-related synchronization; ERS) in band power during the activation interval compared
to the baseline interval. The baseline (or reference) interval usually reflects the period of time before
the stimulus without any requirement for the task. The activation interval refers to the time period
while working on a task. To assess the cognitive load, the ERD / ERS index is used, which can be
calculated using the formula [16]:


% = BaseLineIntBandPower−TaskIntBandPower × 100,</p>
      <p>BaseLineIntBandPower
where BaseLineIntBandPower is baseline interval band power,
TaskIntBandPower is task interval band power.</p>
      <p>Measurement of the ERD / ERS index is done for each electrode and task and then averaged over
the tasks to improve reliability.</p>
      <p>The second method is based on the calculation of the theta-alpha ratio, which in recent years has
been considered as a potentially important indicator of the study of cognitive abilities. It is assumed
that the theta-alpha ratio differs depending on age and cognitive abilities, and therefore this indicator
can be used both to measure cognitive load and to identify cognitive impairments in the elderly [18].
The TAR index can be calculated using the following formula [17]:

=
thetaF3+ thetaF4
alphaP7+ alphaP8
,
where thetaF3 and thetaF4 are spectral powers of theta band in the electrodes F3 and F4 (frontal
region in both hemispheres of the brain), alphaP7 и alphaP8 are the spectral powers of the alpha band
in the electrodes P7 and P8 (parietal region of both hemispheres of the brain). Spectral power for
frequency bands can be obtained using Fast Fourier Transform.</p>
      <p>The third group of methods presupposes the presence of a labeled training sample for training the
classifier, the creation of which is extremely problematic in the context of the problem under
consideration due to the lengthy process of data collection and labeling.
(1)
(2)</p>
    </sec>
    <sec id="sec-6">
      <title>3. Practical issues of measuring cognitive load based on EEG data</title>
      <p>As part of the experimental part of the work, the possibilities of measuring cognitive load from
EEG data using Python libraries were investigated. The TAR index was used as a method for
measuring cognitive load. A dataset from [19] was used as a data source. In the case of using a
neuroheadset to obtain data in real time, it is necessary to use the appropriate technologies for
streaming EEG data and libraries for recording EEG data into a file in *.edf format. For example, for
the Emotiv Epoc neuroheadset, it is EMOTIV Cortex technology and cortex.py library.</p>
      <p>The dataset under consideration contains records of three minutes of rest state and the first minute
(out of four minutes of the task) of performing arithmetic tasks in the mind. The dataset contains
records for 36 students. Since files with rest state recordings are actually about 3 minutes long (for
example, for Subject03 the total duration is 2 minutes 50 seconds), and there are also several seconds
with zero amplitude signals at the end of the recording, a fragment was selected from each recording
to calculate the TAR index from the 20th second. The fragment was one minute long. For records of
the arithmetic tasks execution, a section from 0 to 50 seconds is selected. The record segmentation
scheme is shown in Figure 4. The size of the computation window (segment) is 6 seconds, the
window overlap is 50%. The average TAR values for 36 participants are shown in Figure 5. As can be
seen from Figure 5, for most of the participants, the average TAR index was greater in the first minute
of calculations compared to the minute of rest. Perhaps participation in the experiment could be
perceived by some participants as a stressful situation in itself, waiting for the assignment to be given
could be accompanied by significant anxiety, and not all participants were able to really adapt three
minutes before the start of rest state recording.</p>
      <sec id="sec-6-1">
        <title>Segment 1</title>
      </sec>
      <sec id="sec-6-2">
        <title>Segment 2</title>
      </sec>
      <sec id="sec-6-3">
        <title>Segment 3</title>
        <p>V
u
,
e
d
u
t
i
l
p
m
A</p>
      </sec>
      <sec id="sec-6-4">
        <title>Time, sec</title>
        <p>At the same time, considering the TAR index values by segment, several situations can be
distinguished: 1) the average TAR index at rest state is lower than during arithmetic tasks, the
fluctuation of the index at rest is insignificant, at the beginning of the solvering of arithmetic tasks the
TAR index rises and fluctuates slightly; 2) the average TAR index at rest state is lower than during
arithmetic tasks, the fluctuation of the index at rest is insignificant, at the beginning of calculations the
TAR index rises and continues to grow; 3) the average TAR index at rest state is higher than during
computations, at the beginning of arithmetic tasks computations the TAR index decreases. The
change in the TAR index by segments for participant No. 7 is shown in Figure 6.
1,5
2
1
0,5</p>
        <p>0
0,58
0,56
0,54
0,52</p>
        <p>0,5
0,48
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36</p>
        <sec id="sec-6-4-1">
          <title>Rest state</title>
        </sec>
        <sec id="sec-6-4-2">
          <title>Arithmetic tasks</title>
          <p>1 2 3 4 5 6 7 8 9 1011121314151617</p>
          <p>For processing raw EEG data, a Python program was developed. The MNE Python library was
used for loading and preprocessing the EEG data. After loading the data from the EDF file, the
channel names are matched to the standard names from the 10-10 system. Next, the channels required
for calculating the TAR index are selected. A 2-15 Hz bandpass filter is used to remove frequencies
that are not used in the analysis. Then the data is segmented. The theta band spectral power and the
alpha band spectral power are extracted for each segment, and then the TAR index is calculated for
each segment. The pyEEG library was used to extract features. The average value of the TAR index
is calculated from the array of obtained TAR indexes, the results are written to the file.</p>
          <p>The conducted research allows us to draw the following conclusions. Monitoring the TAR index
within intelligent learning systems can provide objective data on changes in cognitive load. However,
its use will require the development of mechanisms that allow you to determine whether the growth of
the index is due to the complexity of the task.</p>
        </sec>
      </sec>
    </sec>
    <sec id="sec-7">
      <title>4. Conclusion</title>
      <p>The need to choose hardware and software inevitably arises when developing intelligent learning
systems involving the use of EEG neuroheadsets. These hardware and software should ensure
processing of the EEG signals and the transmission of indicators for their inclusion into the model of
knowledge about the student. The most suitable option for solving this problem seems to be the
development of the software component that will be used to receive and process raw EEG data. This
software component should accept information on the types of electrodes as input data, make it
possible to choose a suitable method for measuring cognitive load from the knowledge base, and
process the data of EEG signals from the electrodes of the neuroheadset. The software component
must send to the output the results of the EEG data analysis for inclusion into the model of knowledge
about the student. In present article the issues of measuring cognitive load according to the EEG data
were investigated, a software module in Python for performing this task was developed which can be
used as a component for collecting and analyzing the EEG data.</p>
    </sec>
    <sec id="sec-8">
      <title>5. Acknowledgements</title>
      <p>The research is supported by Ministry of Science and Higher Education of Russian Federation
(project No. FSUN-2020-0009).</p>
    </sec>
    <sec id="sec-9">
      <title>6. References</title>
      <p>[16] P.Antonenko, F. Paas, R. Grabner, et al. Using Electroencephalography to Measure Cognitive</p>
      <p>Load. Educ Psychol Rev, 22:425–438, 2010. DOI: 10.1007/s10648-010-9130-y.
[17] L.Cabañero, R.Hervás, I.González, J.Fontecha, T.Mondéjar, J. Bravo. Analysis of Cognitive</p>
      <p>Load Using EEG when Interacting with Mobile Devices. Proceedings, 31:70, 2019.
[18] J.P. Trammell, P.G .MacRae, G. Davis, D. Bergstedt, A. E. Anderson. The Relationship of
Cognitive Performance and the Theta-Alpha Power Ratio Is Age-Dependent: An EEG Study of
Short Term Memory and Reasoning during Task and Resting-State in Healthy Young and Old
Adults. Front Aging Neurosci, 9:364, Nov 2017. DOI: 10.3389/fnagi.2017.00364.
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