The concept of intelligent machines for instructional use date back as early as 1924, when Sidney Pressey of Ohio State University created a mechanical teaching machine to instruct students without a human teacher. His machine resembled closely a typewriter with several keys and a window that provided the learner with questions. The Pressey Machine allowed user input and provided immediate feedback by recording their score on a counter.
In the period following the second world war, mechanical binary systems gave way to binary based electronic machines. These machines were considered intelligent when compared to their mechanical counterparts as they had the capacity to make logical decisions. However, the study of defining and recognizing a machine intelligence was still in its infancy.
The latter part of the 1960s and 1970s saw many new CAI (Computer-Assisted instruction) projects that built on advances in computer science. The creation of the ALGOL programming language in 1958 enabled many schools and universities to begin developing Computer Assisted Instruction (CAI) programs. Major computer vendors and federal agencies in the US such as IBM, HP, and the National Science Foundation funded the development of these projects. Early implementations in education focused on programmed instruction (PI), a structure based on a computerized input-output system. Although many supported this form of instruction, there was limited evidence supporting its effectiveness. The programming language LOGO was created in 1967 by Wally Feurzeig, Cynthia Solomon, and Seymour Papert as a language streamlined for education. PLATO, an educational terminal featuring displays, animations, and touch controls that could store and deliver large amounts of course material, was developed by Donald Bitzer in the University of Illinois in the early 1970s. Along with these, many other CAI projects were initiated in many countries including the US, the UK, and Canada.
At the same time that CAI was gaining interest, Jaime Carbonell suggested that computers could act as a teacher rather than just a tool (Carbonell, 1970). A new perspective would emerge that focused on the use of computers to intelligently coach students called Intelligent Computer Assisted Instruction or Intelligent Tutoring Systems (ITS). Where CAI used a behaviourist perspective on learning based on Skinner's theories (Dede & Swigger, 1988), ITS drew from work in cognitive psychology, computer science, and especially artificial intelligence. There was a shift in AI research at this time as systems moved from the logic focus of the previous decade to knowledge based systems—systems could make intelligent decisions based on prior knowledge (Buchanan, 2006). Such a program was created by Seymour Papert and Ira Goldstein who created Dendral, a system that predicted possible chemical structures from existing data. Further work began to showcase analogical reasoning and language processing. These changes with a focus on knowledge had big implications for how computers could be used in instruction. The technical requirements of ITS, however, proved to be higher and more complex than CAI systems and ITS systems would find limited success at this time.
Towards the latter part of the 1970s interest in CAI technologies began to wane. Computers were still expensive and not as available as expected. Developers and instructors were reacting negatively to the high cost of developing CAI programs, the inadequate provision for instructor training, and the lack of resources.
The microcomputer revolution in the late 1970s and early 1980s helped to revive CAI development and jumpstart development of ITS systems. Personal computers such as the Apple II, Commodore PET, and TRS-80 reduced the resources required to own computers and by 1981, 50% of US schools were using computers (Chambers & Sprecher, 1983). Several CAI projects utilized the Apple 2 as a system to deliver CAI programs in high schools and universities including the British Columbia Project and California State University Project in 1981.
The early 1980s would also see Intelligent Computer-Assisted Instruction (ICAI) and ITS goals diverge from their roots in CAI. As CAI became increasingly focused on deeper interactions with content created for a specific area of interest, ITS sought to create systems that focused on knowledge of the task and the ability to generalize that knowledge in non-specific ways (Larkin & Chabay, 1992). The key goals set out for ITS were to be able to teach a task as well as perform it, adapting dynamically to its situation. In the transition from CAI to ICAI systems, the computer would have to distinguish not only between the correct and incorrect response but the type of incorrect response to adjust the type of instruction. Research in Artificial Intelligence and Cognitive Psychology fueled the new principles of ITS. Psychologists considered how a computer could solve problems and perform 'intelligent' activities. An ITS programme would have to be able to represent, store and retrieve knowledge and even search its own database to derive its own new knowledge to respond to learner's questions. Basically, early specifications for ITS or (ICAI) require it to "diagnose errors and tailor remediation based on the diagnosis" (Shute & Psotka, 1994, p. 9). The idea of diagnosis and remediation is still in use today when programming ITS.
A key breakthrough in ITS research was the creation of The LISP Tutor, a program that implemented ITS principles in a practical way and showed promising effects increasing student performance. The LISP Tutor was developed and researched in 1983 as an ITS system for teaching students the LISP programming language (Corbett & Anderson, 1992). The LISP Tutor could identify mistakes and provide constructive feedback to students while they were performing the exercise. The system was found to decrease the time required to complete the exercises while improving student test scores (Corbett & Anderson, 1992). Other ITS systems beginning to develop around this time include TUTOR created by Logica in 1984 as a general instructional tool and PARNASSUS created in Carnegie Mellon University in 1989 for language instruction.
After the implementation of initial ITS, more researchers created a number of ITS for different students. In the late 20th century, Intelligent Tutoring Tools (ITTs) was developed by the Byzantium project, which involved six universities. The ITTs were general purpose tutoring system builders and many institutions had positive feedback while using them. (Kinshuk, 1996) This builder, ITT, would produce an Intelligent Tutoring Applet (ITA) for different subject areas. Different teachers created the ITAs and built up a large inventory of knowledge that was accessible by others through the Internet. Once an ITS was created, teachers could copy it and modify it for future use. This system was efficient and flexible. However, Kinshuk and Patel believed that the ITS was not designed from an educational point of view and was not developed based on the actual needs of students and teachers (Kinshuk and Patel, 1997). Recent work has employed ethnographic and design research methods to examine the ways ITSs are actually used by students and teachers across a range of contexts, often revealing unanticipated needs that they meet, fail to meet, or in some cases, even create.
Modern day ITSs typically try to replicate the role of a teacher or a teaching assistant, and increasingly automate pedagogical functions such as problem generation, problem selection, and feedback generation. However, given a current shift towards blended learning models, recent work on ITSs has begun focusing on ways these systems can effectively leverage the complementary strengths of human-led instruction from a teacher or peer, when used in co-located classrooms or other social contexts.
Intelligent tutoring systems (ITSs) consist of four basic components based on a general consensus amongst researchers (Nwana,1990; Freedman, 2000; Nkambou et al., 2010):
Nkambou et al. (2010) make mention of Nwana's (1990) review of different architectures underlining a strong link between architecture and paradigm (or philosophy). Nwana (1990) declares, "[I]t is almost a rarity to find two ITSs based on the same architecture [which] results from the experimental nature of the work in the area" (p. 258). He further explains that differing tutoring philosophies emphasize different components of the learning process (i.e., domain, student or tutor). The architectural design of an ITS reflects this emphasis, and this leads to a variety of architectures, none of which, individually, can support all tutoring strategies (Nwana, 1990, as cited in Nkambou et al., 2010). Moreover, ITS projects may vary according to the relative level of intelligence of the components. As an example, a project highlighting intelligence in the domain model may generate solutions to complex and novel problems so
that students can always have new problems to work on, but it might only have simple methods for teaching those problems, while a system that concentrates on multiple or novel ways of teaching a particular topic might find a less sophisticated representation of that content sufficient.
Apart from the discrepancy amongst ITS architectures each emphasizing different elements, the development of an ITS is much the same as any instructional design process. Corbett et al. (1997) summarized ITS design and development as consisting of four iterative stages: (1) needs assessment, (2) cognitive task analysis, (3) initial tutor implementation and (4) evaluation.
The first stage known as needs assessment is common to any instructional design process, especially software development. This involves a learner analysis, consultation with subject matter experts and/or the instructor(s). This first step is part of the development of the expert/knowledge and student domain. The goal is to specify learning goals and to outline a general plan for the curriculum; it is imperative not to computerize traditional concepts but develop a new curriculum structure by defining the task in general and understanding learners' possible behaviours dealing with the task and to a lesser degree the tutor's behavior. In doing so, three crucial dimensions need to be dealt with: (1) the probability a student is able to solve problems; (2) the time it takes to reach this performance level and (3) the probability the student will actively use this knowledge in the future. Another important aspect that requires analysis is cost effectiveness of the interface. Moreover, teachers and student entry characteristics such as prior knowledge must be assessed since both groups are going to be system users.
The second stage, cognitive task analysis, is a detailed approach to expert systems programming with the goal of developing a valid computational model of the required problem solving knowledge. Chief methods for developing a domain model include: (1) interviewing domain experts, (2) conducting "think aloud" protocol studies with domain experts, (3) conducting "think aloud" studies with novices and (4) observation of teaching and learning behavior. Although the first method is most commonly used, experts are usually incapable of reporting cognitive components. The "think aloud" methods, in which the experts is asked to report aloud what s/he is thinking when solving typical problems, can avoid this problem. Observation of actual online interactions between tutors and students provides information related to the processes used in problem-solving, which is useful for building dialogue or interactivity into tutoring systems.
The third stage, initial tutor implementation, involves setting up a problem solving environment to enable and support an authentic learning process. This stage is followed by a series of evaluation activities as the final stage which is again similar to any software development project.
The fourth stage, evaluation includes (1) pilot studies to confirm basic usability and educational impact; (2) formative evaluations of the system under development, including (3) parametric studies that examine the effectiveness of system features and finally, (4) summative evaluations of the final tutor's effect: learning rate and asymptotic achievement levels.
Anderson et al. (1987) outlined eight principles for intelligent tutor design and Corbett et al. (1997) later elaborated on those principles highlighting an all-embracing principle which they believed governed intelligent tutor design, they referred to this principle as:
Principle 0: An intelligent tutor system should enable the student to work to the successful conclusion of problem solving.
All this is a substantial amount of work, even if authoring tools have become available to ease the task. This means that building an ITS is an option only in situations in which they, in spite of their relatively high development costs, still reduce the overall costs through reducing the need for human instructors or sufficiently boosting overall productivity. Such situations occur when large groups need to be tutored simultaneously or many replicated tutoring efforts are needed. Cases in point are technical training situations such as training of military recruits and high school mathematics. One specific type of intelligent tutoring system, the Cognitive Tutor, has been incorporated into mathematics curricula in a substantial number of United States high schools, producing improved student learning outcomes on final exams and standardized tests. Intelligent tutoring systems have been constructed to help students learn geography, circuits, medical diagnosis, computer programming, mathematics, physics, genetics, chemistry, etc. Intelligent Language Tutoring Systems (ILTS), e.g. this one, teach natural language to first or second language learners. ILTS requires specialized natural language processing tools such as large dictionaries and morphological and grammatical analyzers with acceptable coverage.
During the rapid expansion of the web boom, new computer-aided instruction paradigms, such as e-learning and distributed learning, provided an excellent platform for ITS ideas. Areas that have used ITS include natural language processing, machine learning, planning, multi-agent systems, ontologies, Semantic Web, and social and emotional computing. In addition, other technologies such as multimedia, object-oriented systems, modeling, simulation, and statistics have also been connected to or combined with ITS. Historically non-technological areas such as the educational sciences and psychology have also been influenced by the success of ITS.
While Intelligent tutoring systems evolved from research in cognitive psychology and artificial intelligence, there are now many applications found in education and in organizations. Intelligent tutoring systems can be found in online environments or in a traditional classroom computer lab, and are used in K-12 classrooms as well as in universities. There are a number of programs that target mathematics but applications can be found in health sciences, language acquisition, and other areas of formalized learning.
Reports of improvement in student comprehension, engagement, attitude, motivation, and academic results have all contributed to the ongoing interest in the investment in and research of theses systems. The personalized nature of the intelligent tutoring systems affords educators the opportunity to create individualized programs. Within education there are a plethora of intelligent tutoring systems, an exhaustive list does not exist but several of the more influential programs are listed below.
Generalized Intelligent Framework for Tutoring (GIFT) is an educational software designed for creation of computer-based tutoring systems. Developed by the U.S. Army Research Laboratory from 2009 to 2011, GIFT was released for commercial use in May 2012. GIFT is open-source and domain independent, and can be downloaded online for free. The software allows an instructor to design a tutoring program that can cover various disciplines through adjustments to existing courses. It includes coursework tools intended for use by researchers, instructional designers, instructors, and students. GIFT is compatible with other teaching materials, such as PowerPoint presentations, which can be integrated into the program.
Assessing the effectiveness of ITS programs is problematic. ITS vary greatly in design, implementation, and educational focus. When ITS are used in a classroom, the system is not only used by students, but by teachers as well. This usage can create barriers to effective evaluation for a number of reasons; most notably due to teacher intervention in student learning.
Teachers often have the ability to enter new problems into the system or adjust the curriculum. In addition, teachers and peers often interact with students while they learn with ITSs (e.g., during an individual computer lab session or during classroom lectures falling in between lab sessions) in ways that may influence their learning with the software. Prior work suggests that the vast majority of students' help-seeking behavior in classrooms using ITSs may occur entirely outside of the software - meaning that the nature and quality of peer and teacher feedback in a given class may be an important mediator of student learning in these contexts. In addition, aspects of classroom climate, such as students' overall level of comfort in publicly asking for help, or the degree to which a teacher is physically active in monitoring individual students may add additional sources of variation across evaluation contexts. All of these variables make evaluation of an ITS complex, and may help explain variation in results across evaluation studies.
Despite the inherent complexities, numerous studies have attempted to measure the overall effectiveness of ITS, often by comparisons of ITS to human tutors. Reviews of early ITS systems (1995) showed an effect size of d = 1.0 in comparison to no tutoring, where as human tutors were given an effect size of d = 2.0. Kurt VanLehn's much more recent overview (2011) of modern ITS found that there was no statistical difference in effect size between expert one-on-one human tutors and step-based ITS. Some individual ITS have been evaluated more positively than others. Studies of the Algebra Cognitive Tutor found that the ITS students outperformed students taught by a classroom teacher on standardized test problems and real-world problem solving tasks. Subsequent studies found that these results were particularly pronounced in students from special education, non-native English, and low-income backgrounds.
A more recent meta-analysis suggests that ITSs can exceed the effectiveness of both CAI and human tutors, especially when measured by local (specific) tests as opposed to standardized tests. "Students who received intelligent tutoring outperformed students from conventional classes in 46 (or 92%) of the 50 controlled evaluations, and the improvement in performance was great enough to be considered of substantive importance in 39 (or 78%) of the 50 studies. The median ES in the 50 studies was 0.66, which is considered a moderate-to-large effect for studies in the social sciences. It is roughly equivalent to an improvement in test performance from the 50th to the 75th percentile. This is stronger than typical effects from other forms of tutoring. C.-L. C. Kulik and Kulik's (1991) meta-analysis, for example, found an average ES of 0.31 in 165 studies of CAI tutoring. ITS gains are about twice as high. The ITS effect is also greater than typical effects from human tutoring. As we have seen, programs of human tutoring typically raise student test scores about 0.4 standard deviations over control levels. Developers of ITSs long ago set out to improve on the success of CAI tutoring and to match the success of human tutoring. Our results suggest that ITS developers have already met both of these goals.... Although effects were moderate to strong in evaluations that measured outcomes on locally developed tests, they were much smaller in evaluations that measured outcomes on standardized tests. Average ES on studies with local tests was 0.73; average ES on studies with standardized tests was 0.13. This discrepancy is not unusual for meta-analyses that include both local and standardized tests... local tests are likely to align well with the objectives of specific instructional programs. Off-the-shelf standardized tests provide a looser fit. ... Our own belief is that both local and standardized tests provide important information about instructional effectiveness, and when possible, both types of tests should be included in evaluation studies."
Some recognized strengths of ITS are their ability to provide immediate yes/no feedback, individual task selection, on-demand hints, and support mastery learning.
Intelligent tutoring systems are expensive both to develop and implement. The research phase paves the way for the development of systems that are commercially viable. However, the research phase is often expensive; it requires the cooperation and input of subject matter experts, the cooperation and support of individuals across both organizations and organizational levels. Another limitation in the development phase is the conceptualization and the development of software within both budget and time constraints. There are also factors that limit the incorporation of intelligent tutors into the real world, including the long timeframe required for development and the high cost of the creation of the system components. A high portion of that cost is a result of content component building. For instance, surveys revealed that encoding an hour of online instruction time took 300 hours of development time for tutoring content. Similarly, building the Cognitive Tutor took a ratio of development time to instruction time of at least 200:1 hours. The high cost of development often eclipses replicating the efforts for real world application.
Intelligent tutoring systems are not, in general, commercially feasible for real-world applications.
A criticism of Intelligent Tutoring Systems currently in use, is the pedagogy of immediate feedback and hint sequences that are built in to make the system "intelligent". This pedagogy is criticized for its failure to develop deep learning in students. When students are given control over the ability to receive hints, the learning response created is negative. Some students immediately turn to the hints before attempting to solve the problem or complete the task. When it is possible to do so, some students bottom out the hints – receiving as many hints as possible as fast as possible – in order to complete the task faster. If students fail to reflect on the tutoring system's feedback or hints, and instead increase guessing until positive feedback is garnered, the student is, in effect, learning to do the right thing for the wrong reasons. Most tutoring systems are currently unable to detect shallow learning, or to distinguish between productive versus unproductive struggle (though see, e.g.,). For these and many other reasons (e.g., overfitting of underlying models to particular user populations), the effectiveness of these systems may differ significantly across users.
Another criticism of intelligent tutoring systems is the failure of the system to ask questions of the students to explain their actions. If the student is not learning the domain language, then it becomes more difficult to gain a deeper understanding, to work collaboratively in groups, and to transfer the domain language to writing. For example, if the student is not "talking science" than it is argued that they are not being immersed in the culture of science, making it difficult to undertake scientific writing or participate in collaborative team efforts. Intelligent tutoring systems have been criticized for being too "instructivist" and removing intrinsic motivation, social learning contexts, and context realism from learning.
Practical concerns, in terms of the inclination of the sponsors/authorities and the users to adapt intelligent tutoring systems, should be taken into account. First, someone must have a willingness to implement the ITS. Additionally an authority must recognize the necessity to integrate an intelligent tutoring software into current curriculum and finally, the sponsor or authority must offer the needed support through the stages of the system development until it is completed and implemented.
Evaluation of an intelligent tutoring system is an important phase; however, it is often difficult, costly, and time-consuming. Even though there are various evaluation techniques presented in the literature, there are no guiding principles for the selection of appropriate evaluation method(s) to be used in a particular context. Careful inspection should be undertaken to ensure that a complex system does what it claims to do. This assessment may occur during the design and early development of the system to identify problems and to guide modifications (i.e. formative evaluation). In contrast, the evaluation may occur after the completion of the system to support formal claims about the construction, behaviour of, or outcomes associated with a completed system (i.e. summative evaluation). The great challenge introduced by the lack of evaluation standards resulted in neglecting the evaluation stage in several existing ITS'.
Intelligent tutoring systems are less capable than human tutors in the areas of dialogue and feedback. For example, human tutors are able to interpret the affective state of the student, and potentially adapt instruction in response to these perceptions. Recent work is exploring potential strategies for overcoming these limitations of ITSs, to make them more effective.
Human tutors have the ability to understand a person's tone and inflection within a dialogue and interpret this to provide continual feedback through an ongoing dialogue. Intelligent tutoring systems are now being developed to attempt to simulate natural conversations. To get the full experience of dialogue there are many different areas in which a computer must be programmed; including being able to understand tone, inflection, body language, and facial expression and then to respond to these. Dialogue in an ITS can be used to ask specific questions to help guide students and elicit information while allowing students to construct their own knowledge. The development of more sophisticated dialogue within an ITS has been a focus in some current research partially to address the limitations and create a more constructivist approach to ITS. In addition, some current research has focused on modeling the nature and effects of various social cues commonly employed within a dialogue by human tutors and tutees, in order to build trust and rapport (which have been shown to have positive impacts on student learning).
To date, most ITSs have focused purely on the cognitive aspects of tutoring and not on the social relationship between the tutoring system and the student. As demonstrated by the Computers are social actors paradigm humans often project social heuristics onto computers. For example, in observations of young children interacting with Sam the CastleMate, a collaborative story telling agent, children interacted with this simulated child in much the same manner as they would a human child. It has been suggested that to effectively design an ITS that builds rapport with students, the ITS should mimic strategies of instructional immediacy, behaviors which bridge the apparent social distance between students and teachers such as smiling and addressing students by name. With regard to teenagers, Ogan et al. draw from observations of close friends tutoring each other to argue that in order for an ITS to build rapport as a peer to a student, a more involved process of trust building is likely necessary which may ultimately require that the tutoring system possess the capability to effectively respond to and even produce seemingly rude behavior in order to mediate motivational and affective student factors through playful joking and taunting.
Traditionally ITSs take on the role of autonomous tutors, however they can also take on the role of tutees for the purpose of learning by teaching exercises. Evidence suggests that learning by teaching can be an effective strategy for mediating self-explanation, improving feelings of self-efficacy, and boosting educational outcomes and retention. In order to replicate this effect the roles of the student and ITS can be switched. This can be achieved by designing the ITS to have the appearance of being taught as is the case in the Teachable Agent Arithmetic Game and Betty's Brain. Another approach is to have students teach a machine learning agent which can learn to solve problems by demonstration and correctness feedback as is the case in the APLUS system built with SimStudent. In order to replicate the educational effects of learning by teaching teachable agents generally have a social agent built on top of them which poses questions or conveys confusion. For example, Betty from Betty's Brain will prompt the student to ask her questions to make sure that she understands the material, and Stacy from APLUS will prompt the user for explanations of the feedback provided by the student.
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