online classes research paper

• Research article
• Open access
• Published: 02 December 2020

Integrating students’ perspectives about online learning: a hierarchy of factors

• Montgomery Van Wart 1 ,
• Anna Ni 1 ,
• Pamela Medina 1 ,
• Jesus Canelon 1 ,
• Melika Kordrostami 1 ,
• Jing Zhang 1 &

International Journal of Educational Technology in Higher Education volume  17 , Article number:  53 ( 2020 ) Cite this article

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This article reports on a large-scale ( n  = 987), exploratory factor analysis study incorporating various concepts identified in the literature as critical success factors for online learning from the students’ perspective, and then determines their hierarchical significance. Seven factors--Basic Online Modality, Instructional Support, Teaching Presence, Cognitive Presence, Online Social Comfort, Online Interactive Modality, and Social Presence--were identified as significant and reliable. Regression analysis indicates the minimal factors for enrollment in future classes—when students consider convenience and scheduling—were Basic Online Modality, Cognitive Presence, and Online Social Comfort. Students who accepted or embraced online courses on their own merits wanted a minimum of Basic Online Modality, Teaching Presence, Cognitive Presence, Online Social Comfort, and Social Presence. Students, who preferred face-to-face classes and demanded a comparable experience, valued Online Interactive Modality and Instructional Support more highly. Recommendations for online course design, policy, and future research are provided.

Introduction

While there are different perspectives of the learning process such as learning achievement and faculty perspectives, students’ perspectives are especially critical since they are ultimately the raison d’être of the educational endeavor (Chickering & Gamson, 1987 ). More pragmatically, students’ perspectives provide invaluable, first-hand insights into their experiences and expectations (Dawson et al., 2019 ). The student perspective is especially important when new teaching approaches are used and when new technologies are being introduced (Arthur, 2009 ; Crews & Butterfield, 2014 ; Van Wart, Ni, Ready, Shayo, & Court, 2020 ). With the renewed interest in “active” education in general (Arruabarrena, Sánchez, Blanco, et al., 2019 ; Kay, MacDonald, & DiGiuseppe, 2019 ; Nouri, 2016 ; Vlachopoulos & Makri, 2017 ) and the flipped classroom approach in particular (Flores, del-Arco, & Silva, 2016 ; Gong, Yang, & Cai, 2020 ; Lundin, et al., 2018 ; Maycock, 2019 ; McGivney-Burelle, 2013 ; O’Flaherty & Phillips, 2015 ; Tucker , 2012 ) along with extraordinary shifts in the technology, the student perspective on online education is profoundly important. What shapes students’ perceptions of quality integrate are their own sense of learning achievement, satisfaction with the support they receive, technical proficiency of the process, intellectual and emotional stimulation, comfort with the process, and sense of learning community. The factors that students perceive as quality online teaching, however, has not been as clear as it might be for at least two reasons.

First, it is important to note that the overall online learning experience for students is also composed of non-teaching factors which we briefly mention. Three such factors are (1) convenience, (2) learner characteristics and readiness, and (3) antecedent conditions that may foster teaching quality but are not directly responsible for it. (1) Convenience is an enormous non-quality factor for students (Artino, 2010 ) which has driven up online demand around the world (Fidalgo, Thormann, Kulyk, et al., 2020 ; Inside Higher Education and Gallup, 2019 ; Legon & Garrett, 2019 ; Ortagus, 2017 ). This is important since satisfaction with online classes is frequently somewhat lower than face-to-face classes (Macon, 2011 ). However, the literature generally supports the relative equivalence of face-to-face and online modes regarding learning achievement criteria (Bernard et al., 2004 ; Nguyen, 2015 ; Ni, 2013 ; Sitzmann, Kraiger, Stewart, & Wisher, 2006 ; see Xu & Jaggars, 2014 for an alternate perspective). These contrasts are exemplified in a recent study of business students, in which online students using a flipped classroom approach outperformed their face-to-face peers, but ironically rated instructor performance lower (Harjoto, 2017 ). (2) Learner characteristics also affect the experience related to self-regulation in an active learning model, comfort with technology, and age, among others,which affect both receptiveness and readiness of online instruction. (Alqurashi, 2016 ; Cohen & Baruth, 2017 ; Kintu, Zhu, & Kagambe, 2017 ; Kuo, Walker, Schroder, & Belland, 2013 ; Ventura & Moscoloni, 2015 ) (3) Finally, numerous antecedent factors may lead to improved instruction, but are not themselves directly perceived by students such as instructor training (Brinkley-Etzkorn, 2018 ), and the sources of faculty motivation (e.g., incentives, recognition, social influence, and voluntariness) (Wingo, Ivankova, & Moss, 2017 ). Important as these factors are, mixing them with the perceptions of quality tends to obfuscate the quality factors directly perceived by students.

Second, while student perceptions of quality are used in innumerable studies, our overall understanding still needs to integrate them more holistically. Many studies use student perceptions of quality and overall effectiveness of individual tools and strategies in online contexts such as mobile devices (Drew & Mann, 2018 ), small groups (Choi, Land, & Turgeon, 2005 ), journals (Nair, Tay, & Koh, 2013 ), simulations (Vlachopoulos & Makri, 2017 ), video (Lange & Costley, 2020 ), etc. Such studies, however, cannot provide the overall context and comparative importance. Some studies have examined the overall learning experience of students with exploratory lists, but have mixed non-quality factors with quality of teaching factors making it difficult to discern the instructor’s versus contextual roles in quality (e.g., Asoodar, Vaezi, & Izanloo, 2016 ; Bollinger & Martindale, 2004 ; Farrell & Brunton, 2020 ; Hong, 2002 ; Song, Singleton, Hill, & Koh, 2004 ; Sun, Tsai, Finger, Chen, & Yeh, 2008 ). The application of technology adoption studies also fall into this category by essentially aggregating all teaching quality in the single category of performance ( Al-Gahtani, 2016 ; Artino, 2010 ). Some studies have used high-level teaching-oriented models, primarily the Community of Inquiry model (le Roux & Nagel, 2018 ), but empirical support has been mixed (Arbaugh et al., 2008 ); and its elegance (i.e., relying on only three factors) has not provided much insight to practitioners (Anderson, 2016 ; Cleveland-Innes & Campbell, 2012 ).

Research questions

Integration of studies and concepts explored continues to be fragmented and confusing despite the fact that the number of empirical studies related to student perceptions of quality factors has increased. It is important to have an empirical view of what students’ value in a single comprehensive study and, also, to know if there is a hierarchy of factors, ranging from students who are least to most critical of the online learning experience. This research study has two research questions.

The first research question is: What are the significant factors in creating a high-quality online learning experience from students’ perspectives? That is important to know because it should have a significant effect on the instructor’s design of online classes. The goal of this research question is identify a more articulated and empirically-supported set of factors capturing the full range of student expectations.

The second research question is: Is there a priority or hierarchy of factors related to students’ perceptions of online teaching quality that relate to their decisions to enroll in online classes? For example, is it possible to distinguish which factors are critical for enrollment decisions when students are primarily motivated by convenience and scheduling flexibility (minimum threshold)? Do these factors differ from students with a genuine acceptance of the general quality of online courses (a moderate threshold)? What are the factors that are important for the students who are the most critical of online course delivery (highest threshold)?

This article next reviews the literature on online education quality, focusing on the student perspective and reviews eight factors derived from it. The research methods section discusses the study structure and methods. Demographic data related to the sample are next, followed by the results, discussion, and conclusion.

Literature review

Online education is much discussed (Prinsloo, 2016 ; Van Wart et al., 2019 ; Zawacki-Richter & Naidu, 2016 ), but its perception is substantially influenced by where you stand and what you value (Otter et al., 2013 ; Tanner, Noser, & Totaro, 2009 ). Accrediting bodies care about meeting technical standards, proof of effectiveness, and consistency (Grandzol & Grandzol, 2006 ). Institutions care about reputation, rigor, student satisfaction, and institutional efficiency (Jung, 2011 ). Faculty care about subject coverage, student participation, faculty satisfaction, and faculty workload (Horvitz, Beach, Anderson, & Xia, 2015 ; Mansbach & Austin, 2018 ). For their part, students care about learning achievement (Marks, Sibley, & Arbaugh, 2005 ; O’Neill & Sai, 2014 ; Shen, Cho, Tsai, & Marra, 2013 ), but also view online education as a function of their enjoyment of classes, instructor capability and responsiveness, and comfort in the learning environment (e.g., Asoodar et al., 2016 ; Sebastianelli, Swift, & Tamimi, 2015 ). It is this last perspective, of students, upon which we focus.

It is important to note students do not sign up for online classes solely based on perceived quality. Perceptions of quality derive from notions of the capacity of online learning when ideal—relative to both learning achievement and satisfaction/enjoyment, and perceptions about the likelihood and experience of classes living up to expectations. Students also sign up because of convenience and flexibility, and personal notions of suitability about learning. Convenience and flexibility are enormous drivers of online registration (Lee, Stringer, & Du, 2017 ; Mann & Henneberry, 2012 ). Even when students say they prefer face-to-face classes to online, many enroll in online classes and re-enroll in the future if the experience meets minimum expectations. This study examines the threshold expectations of students when they are considering taking online classes.

When discussing students’ perceptions of quality, there is little clarity about the actual range of concepts because no integrated empirical studies exist comparing major factors found throughout the literature. Rather, there are practitioner-generated lists of micro-competencies such as the Quality Matters consortium for higher education (Quality Matters, 2018 ), or broad frameworks encompassing many aspects of quality beyond teaching (Open and Distant Learning Quality Council, 2012 ). While checklists are useful for practitioners and accreditation processes, they do not provide robust, theoretical bases for scholarly development. Overarching frameworks are heuristically useful, but not for pragmatic purposes or theory building arenas. The most prominent theoretical framework used in online literature is the Community of Inquiry (CoI) model (Arbaugh et al., 2008 ; Garrison, Anderson, & Archer, 2003 ), which divides instruction into teaching, cognitive, and social presence. Like deductive theories, however, the supportive evidence is mixed (Rourke & Kanuka, 2009 ), especially regarding the importance of social presence (Annand, 2011 ; Armellini and De Stefani, 2016 ). Conceptually, the problem is not so much with the narrow articulation of cognitive or social presence; cognitive presence is how the instructor provides opportunities for students to interact with material in robust, thought-provoking ways, and social presence refers to building a community of learning that incorporates student-to-student interactions. However, teaching presence includes everything else the instructor does—structuring the course, providing lectures, explaining assignments, creating rehearsal opportunities, supplying tests, grading, answering questions, and so on. These challenges become even more prominent in the online context. While the lecture as a single medium is paramount in face-to-face classes, it fades as the primary vehicle in online classes with increased use of detailed syllabi, electronic announcements, recorded and synchronous lectures, 24/7 communications related to student questions, etc. Amassing the pedagogical and technological elements related to teaching under a single concept provides little insight.

In addition to the CoI model, numerous concepts are suggested in single-factor empirical studies when focusing on quality from a student’s perspective, with overlapping conceptualizations and nonstandardized naming conventions. Seven distinct factors are derived here from the literature of student perceptions of online quality: Instructional Support, Teaching Presence, Basic Online Modality, Social Presence, Online Social Comfort, cognitive Presence, and Interactive Online Modality.

Instructional support

Instructional Support refers to students’ perceptions of techniques by the instructor used for input, rehearsal, feedback, and evaluation. Specifically, this entails providing detailed instructions, designed use of multimedia, and the balance between repetitive class features for ease of use, and techniques to prevent boredom. Instructional Support is often included as an element of Teaching Presence, but is also labeled “structure” (Lee & Rha, 2009 ; So & Brush, 2008 ) and instructor facilitation (Eom, Wen, & Ashill, 2006 ). A prime example of the difference between face-to-face and online education is the extensive use of the “flipped classroom” (Maycock, 2019 ; Wang, Huang, & Schunn, 2019 ) in which students move to rehearsal activities faster and more frequently than traditional classrooms, with less instructor lecture (Jung, 2011 ; Martin, Wang, & Sadaf, 2018 ). It has been consistently supported as an element of student perceptions of quality (Espasa & Meneses, 2010 ).

• Teaching presence

Teaching Presence refers to students’ perceptions about the quality of communication in lectures, directions, and individual feedback including encouragement (Jaggars & Xu, 2016 ; Marks et al., 2005 ). Specifically, instructor communication is clear, focused, and encouraging, and instructor feedback is customized and timely. If Instructional Support is what an instructor does before the course begins and in carrying out those plans, then Teaching Presence is what the instructor does while the class is conducted and in response to specific circumstances. For example, a course could be well designed but poorly delivered because the instructor is distracted; or a course could be poorly designed but an instructor might make up for the deficit by spending time and energy in elaborate communications and ad hoc teaching techniques. It is especially important in student satisfaction (Sebastianelli et al., 2015 ; Young, 2006 ) and also referred to as instructor presence (Asoodar et al., 2016 ), learner-instructor interaction (Marks et al., 2005 ), and staff support (Jung, 2011 ). As with Instructional Support, it has been consistently supported as an element of student perceptions of quality.

Basic online modality

Basic Online Modality refers to the competent use of basic online class tools—online grading, navigation methods, online grade book, and the announcements function. It is frequently clumped with instructional quality (Artino, 2010 ), service quality (Mohammadi, 2015 ), instructor expertise in e-teaching (Paechter, Maier, & Macher, 2010 ), and similar terms. As a narrowly defined concept, it is sometimes called technology (Asoodar et al., 2016 ; Bollinger & Martindale, 2004 ; Sun et al., 2008 ). The only empirical study that did not find Basic Online Modality significant, as technology, was Sun et al. ( 2008 ). Because Basic Online Modality is addressed with basic instructor training, some studies assert the importance of training (e.g., Asoodar et al., 2016 ).

Social presence

Social Presence refers to students’ perceptions of the quality of student-to-student interaction. Social Presence focuses on the quality of shared learning and collaboration among students, such as in threaded discussion responses (Garrison et al., 2003 ; Kehrwald, 2008 ). Much emphasized but challenged in the CoI literature (Rourke & Kanuka, 2009 ), it has mixed support in the online literature. While some studies found Social Presence or related concepts to be significant (e.g., Asoodar et al., 2016 ; Bollinger & Martindale, 2004 ; Eom et al., 2006 ; Richardson, Maeda, Lv, & Caskurlu, 2017 ), others found Social Presence insignificant (Joo, Lim, & Kim, 2011 ; So & Brush, 2008 ; Sun et al., 2008 ).

Online social comfort

Online Social Comfort refers to the instructor’s ability to provide an environment in which anxiety is low, and students feel comfortable interacting even when expressing opposing viewpoints. While numerous studies have examined anxiety (e.g., Liaw & Huang, 2013 ; Otter et al., 2013 ; Sun et al., 2008 ), only one found anxiety insignificant (Asoodar et al., 2016 ); many others have not examined the concept.

• Cognitive presence

Cognitive Presence refers to the engagement of students such that they perceive they are stimulated by the material and instructor to reflect deeply and critically, and seek to understand different perspectives (Garrison et al., 2003 ). The instructor provides instructional materials and facilitates an environment that piques interest, is reflective, and enhances inclusiveness of perspectives (Durabi, Arrastia, Nelson, Cornille, & Liang, 2011 ). Cognitive Presence includes enhancing the applicability of material for student’s potential or current careers. Cognitive Presence is supported as significant in many online studies (e.g., Artino, 2010 ; Asoodar et al., 2016 ; Joo et al., 2011 ; Marks et al., 2005 ; Sebastianelli et al., 2015 ; Sun et al., 2008 ). Further, while many instructors perceive that cognitive presence is diminished in online settings, neuroscientific studies indicate this need not be the case (Takamine, 2017 ). While numerous studies failed to examine Cognitive Presence, this review found no studies that lessened its significance for students.

Interactive online modality

Interactive Online Modality refers to the “high-end” usage of online functionality. That is, the instructor uses interactive online class tools—video lectures, videoconferencing, and small group discussions—well. It is often included in concepts such as instructional quality (Artino, 2010 ; Asoodar et al., 2016 ; Mohammadi, 2015 ; Otter et al., 2013 ; Paechter et al., 2010 ) or engagement (Clayton, Blumberg, & Anthony, 2018 ). While individual methods have been investigated (e.g. Durabi et al., 2011 ), high-end engagement methods have not.

Other independent variables affecting perceptions of quality include age, undergraduate versus graduate status, gender, ethnicity/race, discipline, educational motivation of students, and previous online experience. While age has been found to be small or insignificant, more notable effects have been reported at the level-of-study, with graduate students reporting higher “success” (Macon, 2011 ), and community college students having greater difficulty with online classes (Legon & Garrett, 2019 ; Xu & Jaggars, 2014 ). Ethnicity and race have also been small or insignificant. Some situational variations and student preferences can be captured by paying attention to disciplinary differences (Arbaugh, 2005 ; Macon, 2011 ). Motivation levels of students have been reported to be significant in completion and achievement, with better students doing as well across face-to-face and online modes, and weaker students having greater completion and achievement challenges (Clayton et al., 2018 ; Lu & Lemonde, 2013 ).

Research methods

To examine the various quality factors, we apply a critical success factor methodology, initially introduced to schools of business research in the 1970s. In 1981, Rockhart and Bullen codified an approach embodying principles of critical success factors (CSFs) as a way to identify the information needs of executives, detailing steps for the collection and analyzation of data to create a set of organizational CSFs (Rockhart & Bullen, 1981 ). CSFs describe the underlying or guiding principles which must be incorporated to ensure success.

Utilizing this methodology, CSFs in the context of this paper define key areas of instruction and design essential for an online class to be successful from a student’s perspective. Instructors implicitly know and consider these areas when setting up an online class and designing and directing activities and tasks important to achieving learning goals. CSFs make explicit those things good instructors may intuitively know and (should) do to enhance student learning. When made explicit, CSFs not only confirm the knowledge of successful instructors, but tap their intuition to guide and direct the accomplishment of quality instruction for entire programs. In addition, CSFs are linked with goals and objectives, helping generate a small number of truly important matters an instructor should focus attention on to achieve different thresholds of online success.

After a comprehensive literature review, an instrument was created to measure students’ perceptions about the importance of techniques and indicators leading to quality online classes. Items were designed to capture the major factors in the literature. The instrument was pilot studied during academic year 2017–18 with a 397 student sample, facilitating an exploratory factor analysis leading to important preliminary findings (reference withheld for review). Based on the pilot, survey items were added and refined to include seven groups of quality teaching factors and two groups of items related to students’ overall acceptance of online classes as well as a variable on their future online class enrollment. Demographic information was gathered to determine their effects on students’ levels of acceptance of online classes based on age, year in program, major, distance from university, number of online classes taken, high school experience with online classes, and communication preferences.

This paper draws evidence from a sample of students enrolled in educational programs at Jack H. Brown College of Business and Public Administration (JHBC), California State University San Bernardino (CSUSB). The JHBC offers a wide range of online courses for undergraduate and graduate programs. To ensure comparable learning outcomes, online classes and face-to-face classes of a certain subject are similar in size—undergraduate classes are generally capped at 60 and graduate classes at 30, and often taught by the same instructors. Students sometimes have the option to choose between both face-to-face and online modes of learning.

A Qualtrics survey link was sent out by 11 instructors to students who were unlikely to be cross-enrolled in classes during the 2018–19 academic year. 1 Approximately 2500 students were contacted, with some instructors providing class time to complete the anonymous survey. All students, whether they had taken an online class or not, were encouraged to respond. Nine hundred eighty-seven students responded, representing a 40% response rate. Although drawn from a single business school, it is a broad sample representing students from several disciplines—management, accounting and finance, marketing, information decision sciences, and public administration, as well as both graduate and undergraduate programs of study.

The sample age of students is young, with 78% being under 30. The sample has almost no lower division students (i.e., freshman and sophomore), 73% upper division students (i.e., junior and senior) and 24% graduate students (master’s level). Only 17% reported having taken a hybrid or online class in high school. There was a wide range of exposure to university level online courses, with 47% reporting having taken 1 to 4 classes, and 21% reporting no online class experience. As a Hispanic-serving institution, 54% self-identified as Latino, 18% White, and 13% Asian and Pacific Islander. The five largest majors were accounting & finance (25%), management (21%), master of public administration (16%), marketing (12%), and information decision sciences (10%). Seventy-four percent work full- or part-time. See Table  1 for demographic data.

Measures and procedure

To increase the reliability of evaluation scores, composite evaluation variables are formed after an exploratory factor analysis of individual evaluation items. A principle component method with Quartimin (oblique) rotation was applied to explore the factor construct of student perceptions of online teaching CSFs. The item correlations for student perceptions of importance coefficients greater than .30 were included, a commonly acceptable ratio in factor analysis. A simple least-squares regression analysis was applied to test the significance levels of factors on students’ impression of online classes.

Exploratory factor constructs

Using a threshold loading of 0.3 for items, 37 items loaded on seven factors. All factors were logically consistent. The first factor, with eight items, was labeled Teaching Presence. Items included providing clear instructions, staying on task, clear deadlines, and customized feedback on strengths and weaknesses. Teaching Presence items all related to instructor involvement during the course as a director, monitor, and learning facilitator. The second factor, with seven items, aligned with Cognitive Presence. Items included stimulating curiosity, opportunities for reflection, helping students construct explanations posed in online courses, and the applicability of material. The third factor, with six items, aligned with Social Presence defined as providing student-to-student learning opportunities. Items included getting to know course participants for sense of belonging, forming impressions of other students, and interacting with others. The fourth factor, with six new items as well as two (“interaction with other students” and “a sense of community in the class”) shared with the third factor, was Instructional Support which related to the instructor’s roles in providing students a cohesive learning experience. They included providing sufficient rehearsal, structured feedback, techniques for communication, navigation guide, detailed syllabus, and coordinating student interaction and creating a sense of online community. This factor also included enthusiasm which students generally interpreted as a robustly designed course, rather than animation in a traditional lecture. The fifth factor was labeled Basic Online Modality and focused on the basic technological requirements for a functional online course. Three items included allowing students to make online submissions, use of online gradebooks, and online grading. A fourth item is the use of online quizzes, viewed by students as mechanical practice opportunities rather than small tests and a fifth is navigation, a key component of Online Modality. The sixth factor, loaded on four items, was labeled Online Social Comfort. Items here included comfort discussing ideas online, comfort disagreeing, developing a sense of collaboration via discussion, and considering online communication as an excellent medium for social interaction. The final factor was called Interactive Online Modality because it included items for “richer” communications or interactions, no matter whether one- or two-way. Items included videoconferencing, instructor-generated videos, and small group discussions. Taken together, these seven explained 67% of the variance which is considered in the acceptable range in social science research for a robust model (Hair, Black, Babin, & Anderson, 2014 ). See Table  2 for the full list.

To test for factor reliability, the Cronbach alpha of variables were calculated. All produced values greater than 0.7, the standard threshold used for reliability, except for system trust which was therefore dropped. To gauge students’ sense of factor importance, all items were means averaged. Factor means (lower means indicating higher importance to students), ranged from 1.5 to 2.6 on a 5-point scale. Basic Online Modality was most important, followed by Instructional Support and Teaching Presence. Students deemed Cognitive Presence, Social Online Comfort, and Online Interactive Modality less important. The least important for this sample was Social Presence. Table  3 arrays the critical success factor means, standard deviations, and Cronbach alpha.

To determine whether particular subgroups of respondents viewed factors differently, a series of ANOVAs were conducted using factor means as dependent variables. Six demographic variables were used as independent variables: graduate vs. undergraduate, age, work status, ethnicity, discipline, and past online experience. To determine strength of association of the independent variables to each of the seven CSFs, eta squared was calculated for each ANOVA. Eta squared indicates the proportion of variance in the dependent variable explained by the independent variable. Eta squared values greater than .01, .06, and .14 are conventionally interpreted as small, medium, and large effect sizes, respectively (Green & Salkind, 2003 ). Table  4 summarizes the eta squared values for the ANOVA tests with Eta squared values less than .01 omitted.

While no significant differences in factor means among students in different disciplines in the College occur, all five other independent variables have some small effect on some or all CSFs. Graduate students tend to rate Online Interactive Modality, Instructional Support, Teaching Presence, and Cognitive Presence higher than undergraduates. Elder students value more Online Interactive Modality. Full-time working students rate all factors, except Social Online Comfort, slightly higher than part-timers and non-working students. Latino and White rate Basic Online Modality and Instructional Support higher; Asian and Pacific Islanders rate Social Presence higher. Students who have taken more online classes rate all factors higher.

In addition to factor scores, two variables are constructed to identify the resultant impressions labeled online experience. Both were logically consistent with a Cronbach’s α greater than 0.75. The first variable, with six items, labeled “online acceptance,” included items such as “I enjoy online learning,” “My overall impression of hybrid/online learning is very good,” and “the instructors of online/hybrid classes are generally responsive.” The second variable was labeled “face-to-face preference” and combines four items, including enjoying, learning, and communicating more in face-to-face classes, as well as perceiving greater fairness and equity. In addition to these two constructed variables, a one-item variable was also used subsequently in the regression analysis: “online enrollment.” That question asked: if hybrid/online classes are well taught and available, how much would online education make up your entire course selection going forward?

Regression results

As noted above, two constructed variables and one item were used as dependent variables for purposes of regression analysis. They were online acceptance, F2F preference, and the selection of online classes. In addition to seven quality-of-teaching factors identified by factor analysis, control variables included level of education (graduate versus undergraduate), age, ethnicity, work status, distance to university, and number of online/hybrid classes taken in the past. See Table  5 .

When the ETA squared values for ANOVA significance were measured for control factors, only one was close to a medium effect. Graduate versus undergraduate status had a .05 effect (considered medium) related to Online Interactive Modality, meaning graduate students were more sensitive to interactive modality than undergraduates. Multiple regression analysis of critical success factors and online impressions were conducted to compare under what conditions factors were significant. The only consistently significant control factor was number of online classes taken. The more classes students had taken online, the more inclined they were to take future classes. Level of program, age, ethnicity, and working status do not significantly affect students’ choice or overall acceptance of online classes.

The least restrictive condition was online enrollment (Table  6 ). That is, students might not feel online courses were ideal, but because of convenience and scheduling might enroll in them if minimum threshold expectations were met. When considering online enrollment three factors were significant and positive (at the 0.1 level): Basic Online Modality, Cognitive Presence, and Online Social Comfort. These least-demanding students expected classes to have basic technological functionality, provide good opportunities for knowledge acquisition, and provide comfortable interaction in small groups. Students who demand good Instructional Support (e.g., rehearsal opportunities, standardized feedback, clear syllabus) are less likely to enroll.

Online acceptance was more restrictive (see Table  7 ). This variable captured the idea that students not only enrolled in online classes out of necessity, but with an appreciation of the positive attributes of online instruction, which balanced the negative aspects. When this standard was applied, students expected not only Basic Online Modality, Cognitive Presence, and Online Social Comfort, but expected their instructors to be highly engaged virtually as the course progressed (Teaching Presence), and to create strong student-to-student dynamics (Social Presence). Students who rated Instructional Support higher are less accepting of online classes.

Another restrictive condition was catering to the needs of students who preferred face-to-face classes (see Table  8 ). That is, they preferred face-to-face classes even when online classes were well taught. Unlike students more accepting of, or more likely to enroll in, online classes, this group rates Instructional Support as critical to enrolling, rather than a negative factor when absent. Again different from the other two groups, these students demand appropriate interactive mechanisms (Online Interactive Modality) to enable richer communication (e.g., videoconferencing). Student-to-student collaboration (Social Presence) was also significant. This group also rated Cognitive Presence and Online Social Comfort as significant, but only in their absence. That is, these students were most attached to direct interaction with the instructor and other students rather than specific teaching methods. Interestingly, Basic Online Modality and Teaching Presence were not significant. Our interpretation here is this student group, most critical of online classes for its loss of physical interaction, are beyond being concerned with mechanical technical interaction and demand higher levels of interactivity and instructional sophistication.

Discussion and study limitations

Some past studies have used robust empirical methods to identify a single factor or a small number of factors related to quality from a student’s perspective, but have not sought to be relatively comprehensive. Others have used a longer series of itemized factors, but have less used less robust methods, and have not tied those factors back to the literature. This study has used the literature to develop a relatively comprehensive list of items focused on quality teaching in a single rigorous protocol. That is, while a Beta test had identified five coherent factors, substantial changes to the current survey that sharpened the focus on quality factors rather than antecedent factors, as well as better articulating the array of factors often lumped under the mantle of “teaching presence.” In addition, it has also examined them based on threshold expectations: from minimal, such as when flexibility is the driving consideration, to modest, such as when students want a “good” online class, to high, when students demand an interactive virtual experience equivalent to face-to-face.

Exploratory factor analysis identified seven factors that were reliable, coherent, and significant under different conditions. When considering students’ overall sense of importance, they are, in order: Basic Online Modality, Instructional Support, Teaching Presence, Cognitive Presence, Social Online Comfort, Interactive Online Modality, and Social Presence. Students are most concerned with the basics of a course first, that is the technological and instructor competence. Next they want engagement and virtual comfort. Social Presence, while valued, is the least critical from this overall perspective.

The factor analysis is quite consistent with the range of factors identified in the literature, pointing to the fact that students can differentiate among different aspects of what have been clumped as larger concepts, such as teaching presence. Essentially, the instructor’s role in quality can be divided into her/his command of basic online functionality, good design, and good presence during the class. The instructor’s command of basic functionality is paramount. Because so much of online classes must be built in advance of the class, quality of the class design is rated more highly than the instructor’s role in facilitating the class. Taken as a whole, the instructor’s role in traditional teaching elements is primary, as we would expect it to be. Cognitive presence, especially as pertinence of the instructional material and its applicability to student interests, has always been found significant when studied, and was highly rated as well in a single factor. Finally, the degree to which students feel comfortable with the online environment and enjoy the learner-learner aspect has been less supported in empirical studies, was found significant here, but rated the lowest among the factors of quality to students.

Regression analysis paints a more nuanced picture, depending on student focus. It also helps explain some of the heterogeneity of previous studies, depending on what the dependent variables were. If convenience and scheduling are critical and students are less demanding, minimum requirements are Basic Online Modality, Cognitive Presence, and Online Social Comfort. That is, students’ expect an instructor who knows how to use an online platform, delivers useful information, and who provides a comfortable learning environment. However, they do not expect to get poor design. They do not expect much in terms of the quality teaching presence, learner-to-learner interaction, or interactive teaching.

When students are signing up for critical classes, or they have both F2F and online options, they have a higher standard. That is, they not only expect the factors for decisions about enrolling in noncritical classes, but they also expect good Teaching and Social Presence. Students who simply need a class may be willing to teach themselves a bit more, but students who want a good class expect a highly present instructor in terms responsiveness and immediacy. “Good” classes must not only create a comfortable atmosphere, but in social science classes at least, must provide strong learner-to-learner interactions as well. At the time of the research, most students believe that you can have a good class without high interactivity via pre-recorded video and videoconference. That may, or may not, change over time as technology thresholds of various video media become easier to use, more reliable, and more commonplace.

The most demanding students are those who prefer F2F classes because of learning style preferences, poor past experiences, or both. Such students (seem to) assume that a worthwhile online class has basic functionality and that the instructor provides a strong presence. They are also critical of the absence of Cognitive Presence and Online Social Comfort. They want strong Instructional Support and Social Presence. But in addition, and uniquely, they expect Online Interactive Modality which provides the greatest verisimilitude to the traditional classroom as possible. More than the other two groups, these students crave human interaction in the learning process, both with the instructor and other students.

These findings shed light on the possible ramifications of the COVID-19 aftermath. Many universities around the world jumped from relatively low levels of online instruction in the beginning of spring 2020 to nearly 100% by mandate by the end of the spring term. The question becomes, what will happen after the mandate is removed? Will demand resume pre-crisis levels, will it increase modestly, or will it skyrocket? Time will be the best judge, but the findings here would suggest that the ability/interest of instructors and institutions to “rise to the occasion” with quality teaching will have as much effect on demand as students becoming more acclimated to online learning. If in the rush to get classes online many students experience shoddy basic functional competence, poor instructional design, sporadic teaching presence, and poorly implemented cognitive and social aspects, they may be quite willing to return to the traditional classroom. If faculty and institutions supporting them are able to increase the quality of classes despite time pressures, then most students may be interested in more hybrid and fully online classes. If instructors are able to introduce high quality interactive teaching, nearly the entire student population will be interested in more online classes. Of course students will have a variety of experiences, but this analysis suggests that those instructors, departments, and institutions that put greater effort into the temporary adjustment (and who resist less), will be substantially more likely to have increases in demand beyond what the modest national trajectory has been for the last decade or so.

There are several study limitations. First, the study does not include a sample of non-respondents. Non-responders may have a somewhat different profile. Second, the study draws from a single college and university. The profile derived here may vary significantly by type of student. Third, some survey statements may have led respondents to rate quality based upon experience rather than assess the general importance of online course elements. “I felt comfortable participating in the course discussions,” could be revised to “comfort in participating in course discussions.” The authors weighed differences among subgroups (e.g., among majors) as small and statistically insignificant. However, it is possible differences between biology and marketing students would be significant, leading factors to be differently ordered. Emphasis and ordering might vary at a community college versus research-oriented university (Gonzalez, 2009 ).

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The coronavirus pandemic has forced students and educators across all levels of education to rapidly adapt to online learning. The impact of this — and the developments required to make it work — could permanently change how education is delivered.

The COVID-19 pandemic has forced the world to engage in the ubiquitous use of virtual learning. And while online and distance learning has been used before to maintain continuity in education, such as in the aftermath of earthquakes 1 , the scale of the current crisis is unprecedented. Speculation has now also begun about what the lasting effects of this will be and what education may look like in the post-COVID era. For some, an immediate retreat to the traditions of the physical classroom is required. But for others, the forced shift to online education is a moment of change and a time to reimagine how education could be delivered 2 .

Looking back

Online education has traditionally been viewed as an alternative pathway, one that is particularly well suited to adult learners seeking higher education opportunities. However, the emergence of the COVID-19 pandemic has required educators and students across all levels of education to adapt quickly to virtual courses. (The term ‘emergency remote teaching’ was coined in the early stages of the pandemic to describe the temporary nature of this transition 3 .) In some cases, instruction shifted online, then returned to the physical classroom, and then shifted back online due to further surges in the rate of infection. In other cases, instruction was offered using a combination of remote delivery and face-to-face: that is, students can attend online or in person (referred to as the HyFlex model 4 ). In either case, instructors just had to figure out how to make it work, considering the affordances and constraints of the specific learning environment to create learning experiences that were feasible and effective.

The use of varied delivery modes does, in fact, have a long history in education. Mechanical (and then later electronic) teaching machines have provided individualized learning programmes since the 1950s and the work of B. F. Skinner 5 , who proposed using technology to walk individual learners through carefully designed sequences of instruction with immediate feedback indicating the accuracy of their response. Skinner’s notions formed the first formalized representations of programmed learning, or ‘designed’ learning experiences. Then, in the 1960s, Fred Keller developed a personalized system of instruction 6 , in which students first read assigned course materials on their own, followed by one-on-one assessment sessions with a tutor, gaining permission to move ahead only after demonstrating mastery of the instructional material. Occasional class meetings were held to discuss concepts, answer questions and provide opportunities for social interaction. A personalized system of instruction was designed on the premise that initial engagement with content could be done independently, then discussed and applied in the social context of a classroom.

These predecessors to contemporary online education leveraged key principles of instructional design — the systematic process of applying psychological principles of human learning to the creation of effective instructional solutions — to consider which methods (and their corresponding learning environments) would effectively engage students to attain the targeted learning outcomes. In other words, they considered what choices about the planning and implementation of the learning experience can lead to student success. Such early educational innovations laid the groundwork for contemporary virtual learning, which itself incorporates a variety of instructional approaches and combinations of delivery modes.

Online learning and the pandemic

Fast forward to 2020, and various further educational innovations have occurred to make the universal adoption of remote learning a possibility. One key challenge is access. Here, extensive problems remain, including the lack of Internet connectivity in some locations, especially rural ones, and the competing needs among family members for the use of home technology. However, creative solutions have emerged to provide students and families with the facilities and resources needed to engage in and successfully complete coursework 7 . For example, school buses have been used to provide mobile hotspots, and class packets have been sent by mail and instructional presentations aired on local public broadcasting stations. The year 2020 has also seen increased availability and adoption of electronic resources and activities that can now be integrated into online learning experiences. Synchronous online conferencing systems, such as Zoom and Google Meet, have allowed experts from anywhere in the world to join online classrooms 8 and have allowed presentations to be recorded for individual learners to watch at a time most convenient for them. Furthermore, the importance of hands-on, experiential learning has led to innovations such as virtual field trips and virtual labs 9 . A capacity to serve learners of all ages has thus now been effectively established, and the next generation of online education can move from an enterprise that largely serves adult learners and higher education to one that increasingly serves younger learners, in primary and secondary education and from ages 5 to 18.

The COVID-19 pandemic is also likely to have a lasting effect on lesson design. The constraints of the pandemic provided an opportunity for educators to consider new strategies to teach targeted concepts. Though rethinking of instructional approaches was forced and hurried, the experience has served as a rare chance to reconsider strategies that best facilitate learning within the affordances and constraints of the online context. In particular, greater variance in teaching and learning activities will continue to question the importance of ‘seat time’ as the standard on which educational credits are based 10 — lengthy Zoom sessions are seldom instructionally necessary and are not aligned with the psychological principles of how humans learn. Interaction is important for learning but forced interactions among students for the sake of interaction is neither motivating nor beneficial.

While the blurring of the lines between traditional and distance education has been noted for several decades 11 , the pandemic has quickly advanced the erasure of these boundaries. Less single mode, more multi-mode (and thus more educator choices) is becoming the norm due to enhanced infrastructure and developed skill sets that allow people to move across different delivery systems 12 . The well-established best practices of hybrid or blended teaching and learning 13 have served as a guide for new combinations of instructional delivery that have developed in response to the shift to virtual learning. The use of multiple delivery modes is likely to remain, and will be a feature employed with learners of all ages 14 , 15 . Future iterations of online education will no longer be bound to the traditions of single teaching modes, as educators can support pedagogical approaches from a menu of instructional delivery options, a mix that has been supported by previous generations of online educators 16 .

Also significant are the changes to how learning outcomes are determined in online settings. Many educators have altered the ways in which student achievement is measured, eliminating assignments and changing assessment strategies altogether 17 . Such alterations include determining learning through strategies that leverage the online delivery mode, such as interactive discussions, student-led teaching and the use of games to increase motivation and attention. Specific changes that are likely to continue include flexible or extended deadlines for assignment completion 18 , more student choice regarding measures of learning, and more authentic experiences that involve the meaningful application of newly learned skills and knowledge 19 , for example, team-based projects that involve multiple creative and social media tools in support of collaborative problem solving.

In response to the COVID-19 pandemic, technological and administrative systems for implementing online learning, and the infrastructure that supports its access and delivery, had to adapt quickly. While access remains a significant issue for many, extensive resources have been allocated and processes developed to connect learners with course activities and materials, to facilitate communication between instructors and students, and to manage the administration of online learning. Paths for greater access and opportunities to online education have now been forged, and there is a clear route for the next generation of adopters of online education.

Before the pandemic, the primary purpose of distance and online education was providing access to instruction for those otherwise unable to participate in a traditional, place-based academic programme. As its purpose has shifted to supporting continuity of instruction, its audience, as well as the wider learning ecosystem, has changed. It will be interesting to see which aspects of emergency remote teaching remain in the next generation of education, when the threat of COVID-19 is no longer a factor. But online education will undoubtedly find new audiences. And the flexibility and learning possibilities that have emerged from necessity are likely to shift the expectations of students and educators, diminishing further the line between classroom-based instruction and virtual learning.

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A Survey on the Effectiveness of Online Teaching–Learning Methods for University and College Students

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• Published: 05 April 2021
• Volume 102 , pages 1325–1334, ( 2021 )

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• Preethi Sheba Hepsiba Darius   ORCID: orcid.org/0000-0003-0882-6213 1 ,
• Edison Gundabattini   ORCID: orcid.org/0000-0003-4217-2321 2 &
• Darius Gnanaraj Solomon   ORCID: orcid.org/0000-0001-5321-5775 2  

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Online teaching–learning methods have been followed by world-class universities for more than a decade to cater to the needs of students who stay far away from universities/colleges. But during the COVID-19 pandemic period, online teaching–learning helped almost all universities, colleges, and affiliated students. An attempt is made to find the effectiveness of online teaching–learning methods for university and college students by conducting an online survey. A questionnaire has been specially designed and deployed among university and college students. About 450 students from various universities, engineering colleges, medical colleges in South India have taken part in the survey and submitted responses. It was found that the following methods promote effective online learning: animations, digital collaborations with peers, video lectures delivered by faculty handling the subject, online quiz having multiple-choice questions, availability of student version software, a conducive environment at home, interactions by the faculty during lectures and online materials provided by the faculty. Moreover, online classes are more effective because they provide PPTs in front of every student, lectures are heard by all students at the sound level of their choice, and walking/travel to reach classes is eliminated.

Avoid common mistakes on your manuscript.

Introduction

Critical thinking and creativity of students increase with innovative educational methods according to the world declaration on higher education in the twenty-first century [ 1 ]. Innovative educational strategies and educational innovations are required to make the students learn. There are three vertices in the teaching–learning process viz., teaching, communication technology through digital tools, and innovative practices in teaching. In the first vertex, the teacher is a facilitator and provides resources and tools to students and helps them to develop new knowledge and skills. Project-based learning helps teachers and students to promote collaborative learning by discussing specific topics. Cognitive independence is developed among students. To promote global learning, teachers are required to innovate permanently. It is possible when university professors and researchers are given space to new educational forms in different areas of specializations. Virtual classrooms, unlike traditional classrooms, give unlimited scope for introducing teaching innovation strategies. The second vertex refers to the use of Information and Communication Technology (ICT) tools for promoting innovative education. Learning management systems (LMS) help in teaching, learning, educational administration, testing, and evaluation. The use of ICT tools promotes technological innovations and advances in learning and knowledge management. The third vertex deals with innovations in teaching/learning to solve problems faced by teachers and students. Creative use of new elements related to curriculum, production of something new, and transformations emerge in classrooms resulting in educational innovations. Evaluations are necessary to improve the innovations so that successful methods can be implemented in all teaching and learning community in an institution [ 2 ]. The pandemic has forced digital learning and job portal Naukri.com reports a fourfold growth for teaching professionals in the e-learning medium [ 3 ]. The initiatives are taken by the government also focus on online mode as an option in a post-covid world [ 4 ]. A notable learning experience design consultant pointed out that, educators are entrusted to lead the way as the world changes and are actively involved in the transformation [ 5 ]. Weiss notes that an educator needs to make the lectures more interesting [ 6 ].

This paper presents the online teaching–learning tools, methods, and a survey on the innovative practices in teaching and learning. Advantages and obstacles in online teaching, various components on the effective use of online tools, team-based collaborative learning, simulation, and animation-based learning are discussed in detail. The outcome of a survey on the effectiveness of online teaching and learning is included. The following sections present the online teaching–learning tools, the details of the questionnaire used for the survey, and the outcome of the survey.

Online Teaching and Learning Tools

The four essential parts of online teaching [ 7 ] are virtual classrooms, individual activities, assessments in real-time, and collaborative group work. Online teaching tools are used to facilitate faculty-student interaction as well as student–student collaborations [ 8 ]. The ease of use, the satisfaction level, the usefulness, and the confidence level of the instructor is crucial [ 9 ] in motivating the instructor to use online teaching tools. Higher education institutes recognize the need to accommodate wide diverse learners and Hilliard [ 10 ] points out that technical support and awareness to both faculty and student is essential in the age of blended learning. Data analytics tool coupled with the LMS is essential to enhance [ 11 ] the quality of teaching and improve the course design. The effective usage of online tools is depicted in Fig.  1 comprising of an instructor to student delivery, collaboration among students, training for the tools, and data analytics for constant improvement of course and assessment methods.

The various components of effective usage of online tools

Online Teaching Tools

A plethora of online teaching tools are available and this poses a challenge for decision-makers to choose the tools that best suits the needs of the course. The need for the tools, the cost, usability, and features determine which tools are adopted by various learners and institutions. Many universities have offered online classes for students. These are taken up by students opting for part-time courses. This offers them flexibility in timing and eliminates the need for travel to campus. The pandemic situation in 2019 has forced many if not all institutions to completely shift classes online. LMS tools are packaged as Software as a Service (SaaS) and the pricing generally falls into 4 categories: (i) per learner, per month (ii) per learner, per use (iii) per course (iv) licensing fee for on-premise installation [ 12 ].

Online Learning Tools

Online teaching/learning as part of the ongoing semester is typically part of a classroom management tool. GSuite for education [ 13 ] and Microsoft Teams [ 14 ] are both widely adopted by schools and colleges during the COVID-19 pandemic to effectively shift regular classes online. Other popular learning management systems that have been adopted as part of blended learning are Edmodo [ 15 ], Blackboard [ 16 ], and MoodleCloud [ 17 ]. Davis et al. [ 18 ] point out advantages and obstacles for both students and instructors about online teaching shown in Table 1 .

The effectiveness of course delivery depends on using the appropriate tools in the course design. This involves engaging the learners and modifying the course design to cater to various learning styles.

A Survey on Innovative Practices in Teaching and Learning

The questionnaire aims to identify the effectiveness of various online tools and technologies, the preferred learning methods of students, and other factors that might influence the teaching–learning process. The parameters were based on different types of learners, advantages, and obstacles to online learning [ 10 , 18 ]. Questions 1–4 are used to comprehend the learning style of the student. Questions 5–7 are posed to find out the effectiveness of the medium used for teaching and evaluation. Questions 8–12 are framed to identify the various barriers to online learning faced by students.

This methodology is adopted as most of the students are attending online courses from home and polls of this kind will go well with the students from various universities. Students participated in the survey and answered most of the questionnaire enthusiastically. The only challenge was a suitable environment and free time for them to answer the questionnaire, as they are already loaded with lots of online work. Students from various universities pursuing professional courses like engineering and medicine took part in this survey. They are from various branches of sciences and technologies. Students are from private universities, colleges, and government institutions. Figure  2 shows the institution-wise respondents. Microsoft Teams and Google meet platforms were used for this survey among university, medical college, and engineering college students. About 450 students responded to this survey. 52% of the respondents are from VIT University Vellore, Tamil Nadu, 23% of the respondents are from CMR Institute of Technology (CMRIT), Bangalore, 15% of the respondents are from medical colleges and 10% are from other engineering colleges. During this pandemic period, VIT students are staying with parents who are living in different states of India like Andhra, Telangana, Kerala, Karnataka, MP, Haryana, Punjab, Maharashtra, Andaman, and so on. Only a few students are living in Tamil Nadu. Some of the students are staying with parents in other countries like Dubai, Oman, South Africa, and so on. Some of the students of CMRIT Bangalore are living in Bangalore and others in towns and villages of Karnataka state. Students of medical colleges are living in different parts of Tamil Nadu and students of engineering colleges are living in different parts of Andhra Pradesh. Hence, the survey is done in a wider geographical region.

Institution-wise respondents

Figure  3 shows the branch-wise respondents. It is shown that 158 students belong to mechanical/civil engineering. 108 respondents belong to computer science and engineering, 68 students belong to medicine, 58 students belong to electrical & electronics engineering, and electronics & communication engineering. 58 students belong to other disciplines.

Branch-wise respondents

Questionnaire Used

Students were assured of their confidentiality and were promised that their names would not appear in the document. A list of the questions asked as part of the survey is given below.

Questionnaire:

Sample group: B Tech students from different branches of sciences across various engineering institutions and MBBS medical students.

Which of the methods engage you personally to learn digitally ?

Individual assignment

Small group (No. 5 students) work

Large group (No. 10 students and more) work

Project-based learning

Which of the digital collaborations enables you to work on a specific task at ease

Two by two (2 member team)

Small group workgroup (No. 5 students) work

Which of the digital approaches motivate you to learn

Whiteboard and pen

PowerPoint presentation

Digital pen and slate

My experience with online learning from home digitally

I am learning at my own pace comfortably

My situational challenges are not suitable

I can learn better with uninterrupted network connectivity

I am distracted with various activities at home, viz. TV, chatting, etc.

Which type of recorded video lecture is more effective for learning ?

delivered by my faculty

delivered by NPTEL

delivered by reputed Overseas Universities

delivered by unknown experts

Which type of quiz is more effective for testing the understanding?

Traditional—pen and paper—MCQ

Traditional—pen and paper—short answers

Online quiz—MCQ

Online quiz—short answers

Student version software downloaded from the internet is useful for learning

Unable to decide

Online teaching – learning takes place effectively because:

Every student can hear the lecture clearly

PPTs are available right in front of every student

Students can ask doubts without much reservation

Students need not walk long distances before reaching the class

Which of the following statements is true of online learning off-campus ?

No one disturbs me during my online learning.

My friend/family member/roommate/neighbor occasionally disturb me

My friend/family member/roommate/neighbor constantly disturb me

At home/place of residence, how many responsibilities do you have?

I don’t have many responsibilities.

I have a moderate amount of responsibilities, but I have sufficient time for online learning.

I have many responsibilities; I don’t have any time left for online learning.

What is your most preferred method for clearing doubts in online learning?

Ask the professor during/after an online lecture

Post the query in a discussion forum of your class and get help from your peers

Go through online material providing an additional explanation.

Which of the following devices do you use for your online learning?

A laptop/desktop computer

A smartphone

Other devices

Outcome of the survey

Students would prefer to work in a group of 5 students to engage personally in digital learning as seen from Fig.  4 .

Personal engagement in digital learning

Digital collaboration to enable students to work at ease on a specific task is to allow them to work in small groups of 5 students as seen in Fig.  5 .

Digital collaboration to enable students to work at ease

Animations are found to be the best digital approach motivating many students to learn as seen in Fig.  6 .

Digital approaches that motivate students to learn

The online learning experience of students is shown in Fig.  7 . The majority of students have said that they can learn at their own pace comfortably through online learning.

The online learning experience of students

The effectiveness of the recorded video lecture is shown in Fig.  8 . The majority of students agree that the video lectures delivered by his/her faculty teaching the subject help students to learn effectively.

More effective recorded video lecture

Online quiz having multiple-choice questions (MCQ) is preferred by most of the students for testing their understanding of the subject as seen in Fig.  9 .

More effective quiz for testing the understanding

The usefulness of the student version of the software downloaded from the internet is shown in Fig.  10 . 45.7% of the students agree that it is useful for learning whereas 45.2% of them are unable to decide. The rest of the students feel that the student version of the software is not useful.

The usefulness of the student version of the software

The reasons for the effectiveness of online teaching–learning are shown in Fig.  11 . The majority of the students, feel that the PPTs are available right in front of every student so that following the lecture makes the learning effective. In universities where a fully flexible credit system (FFCS) is followed, students need to walk long distances for reaching their classrooms. Day Scholars in universities as well as engineering colleges are required to travel a considerable distance before reaching the first-hour class. According to many students, online learning is more effective since walking/traveling is completed eliminated. If the voice of the faculty member is feeble, students sitting in the last few rows of the class would not hear the lecture completely. Some students feel that online learning is more effective since the lecture is reaching every student irrespective of the number of students in a virtual classroom.

Reasons for the effectiveness of online teaching–learning

50.3% of students agree that they do not have any disturbance during online learning and it is more effective. Many of them feel that occasionally their friends or relatives disturb students during their online learning as shown in Fig.  12 .

Disturbances during online learning

Figure  13 shows the environment at home for online learning. 76.9% of the respondents stated that they have a moderate amount of responsibilities at home but they have sufficient time for online learning. 16.1% of them have said that they do not have many responsibilities whereas 7% of them claimed that they have many responsibilities at home and they do not have any time left for online learning.

The environment at home for online learning

Figure  14 shows the methods adopted for clearing doubts in online learning. 43.2% of the respondents ask the Professor and get their doubts clarified during online lectures. 25.5% of them post queries in the discussion forum and help from peers. 31.3% of them go through the online materials providing additional explanation and get their doubts clarified.

Methods adopted for clearing doubts in online learning

Figure  15 shows the devices used by students for online learning. Most of the students use laptop/desktop computers, many of them use smartphones and very few students use tablets.

Devices used for online learning

The association between responses 1 and 2 is tested using the chi-square test. The results are presented in Table 2 which shows the observed cell totals, expected cell values, and chi-square statistic for each cell. It is seen that association exists between several responses between questions.

The observed cell values indicate that the highest association is found between responses 1b and 2b since both these responses are related to a small working group having 5 members. The lowest association is found between the responses of 1c and 2a having the lowest observed cell value and expected cell value. The reason for this is response 1c shows the work done by a 10 member team and the response 2a shows a two-member team. The chi-square statistic is 65.6025. The p value is < 0.00001. The result is significant at p  < 0.05.

The outcome of a survey on the effectiveness of innovations in online teaching–learning methods for university and college students is presented. About 450 students belonging to VIT Vellore, CMRIT Bangalore, Medical College, Pudukkottai, and engineering colleges have responded to the survey. A questionnaire designed for taking is survey is presented. The chi-square statistic is 65.6025. The p value is < 0.00001. The result is significant at p  < 0.05. Associations between several responses of questions exist. The survey undertaken provides an estimate of the effectiveness and pitfalls of online teaching during the online teaching that has been taking place during the pandemic. The study done paves the way for educators to understand the effectiveness of online teaching. It is important to redesign the course delivery in an online mode to make students engaged and the outcome of the survey supports these aforementioned observations.

The outcome of the survey is given below:

A small group of 5 students would help students to have digital collaboration and engage personally in digital learning.

Animations are found to be the best digital approach for effective learning.

Online learning helps students to learn at their own pace comfortably.

Students prefer to learn from video lectures delivered by his/her faculty handling the subject.

Online quiz having multiple-choice questions (MCQ) preferred by students.

Student version software is useful for learning.

Online classes are more effective because they provide PPTs in front of every student, lectures are heard by all students at the sound level of their choice, and walking/travel to reach classes is eliminated.

Students do not have any disturbances or distractions which make learning more effective.

But for a few students, most of the students have no or limited responsibilities at home which provides a good ambiance and a nice environment for effective online learning.

Students can get their doubts clarified during lectures, by posting queries in discussion forums and by referring to online materials provided by the faculty.

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Darius, P.S.H., Gundabattini, E. & Solomon, D.G. A Survey on the Effectiveness of Online Teaching–Learning Methods for University and College Students. J. Inst. Eng. India Ser. B 102 , 1325–1334 (2021). https://doi.org/10.1007/s40031-021-00581-x

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Online learning during COVID-19 produced equivalent or better student course performance as compared with pre-pandemic: empirical evidence from a school-wide comparative study

• Meixun Zheng 1 ,
• Daniel Bender 1 &
• Cindy Lyon 1  

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The COVID-19 pandemic forced dental schools to close their campuses and move didactic instruction online. The abrupt transition to online learning, however, has raised several issues that have not been resolved. While several studies have investigated dental students’ attitude towards online learning during the pandemic, mixed results have been reported. Additionally, little research has been conducted to identify and understand factors, especially pedagogical factors, that impacted students’ acceptance of online learning during campus closure. Furthermore, how online learning during the pandemic impacted students’ learning performance has not been empirically investigated. In March 2020, the dental school studied here moved didactic instruction online in response to government issued stay-at-home orders. This first-of-its-kind comparative study examined students’ perceived effectiveness of online courses during summer quarter 2020, explored pedagogical factors impacting their acceptance of online courses, and empirically evaluated the impact of online learning on students’ course performance, during the pandemic.

The study employed a quasi-experimental design. Participants were 482 pre-doctoral students in a U.S dental school. Students’ perceived effectiveness of online courses during the pandemic was assessed with a survey. Students’ course grades for online courses during summer quarter 2020 were compared with that of a control group who received face-to-face instruction for the same courses before the pandemic in summer quarter 2019.

Survey results revealed that most online courses were well accepted by the students, and 80 % of them wanted to continue with some online instruction post pandemic. Regression analyses revealed that students’ perceived engagement with faculty and classmates predicted their perceived effectiveness of the online course. More notably, Chi Square tests demonstrated that in 16 out of the 17 courses compared, the online cohort during summer quarter 2020 was equally or more likely to get an A course grade than the analogous face-to-face cohort during summer quarter 2019.

Conclusions

This is the first empirical study in dental education to demonstrate that online courses during the pandemic could achieve equivalent or better student course performance than the same pre-pandemic in-person courses. The findings fill in gaps in literature and may inform online learning design moving forward.

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Introduction

Research across disciplines has demonstrated that well-designed online learning can lead to students’ enhanced motivation, satisfaction, and learning [ 1 , 2 , 3 , 4 , 5 , 6 , 7 ]. A report by the U.S. Department of Education [ 8 ], based on examinations of comparative studies of online and face-to-face versions of the same course from 1996 to 2008, concluded that online learning could produce learning outcomes equivalent to or better than face-to-face learning. The more recent systematic review by Pei and Wu [ 9 ] provided additional evidence that online learning is at least as effective as face-to-face learning for undergraduate medical students.

To take advantage of the opportunities presented by online learning, thought leaders in dental education in the U.S. have advocated for the adoption of online learning in the nation’s dental schools [ 10 , 11 , 12 ]. However, digital innovation has been a slow process in academic dentistry [ 13 , 14 , 15 ]. In March 2020, the COVID-19 pandemic brought unprecedented disruption to dental education by necessitating the need for online learning. In accordance with stay-at-home orders to prevent the spread of the virus, dental schools around the world closed their campuses and moved didactic instruction online.

The abrupt transition to online learning, however, has raised several concerns and question. First, while several studies have examined dental students’ online learning satisfaction during the pandemic, mixed results have been reported. Some studies have reported students’ positive attitude towards online learning [ 15 , 16 , 17 , 18 , 19 , 20 ]. Sadid-Zadeh et al. [ 18 ] found that 99 % of the surveyed dental students at University of Buffalo, in the U.S., were satisfied with live web-based lectures during the pandemic. Schlenz et al. [ 15 ] reported that students in a German dental school had a favorable attitude towards online learning and wanted to continue with online instruction in their future curriculum. Other studies, however, have reported students’ negative online learning experience during the pandemic [ 21 , 22 , 23 , 24 , 25 , 26 ]. For instance, dental students at Harvard University felt that learning during the pandemic had worsened and engagement had decreased [ 23 , 24 ]. In a study with medical and dental students in Pakistan, Abbasi et al. [ 21 ] found that 77 % of the students had negative perceptions about online learning and 84 % reported reduced student-instructor interactions.

In addition to these mixed results, little attention has been given to factors affecting students’ acceptance of online learning during the pandemic. With the likelihood that online learning will persist post pandemic [ 27 ], research in this area is warranted to inform online course design moving forward. In particular, prior research has demonstrated that one of the most important factors influencing students’ performance in any learning environment is a sense of belonging, the feeling of being connected with and supported by the instructor and classmates [ 28 , 29 , 30 , 31 ]. Unfortunately, this aspect of the classroom experience has suffered during school closure. While educational events can be held using a video conferencing system, virtual peer interaction on such platforms has been perceived by medical trainees to be not as easy and personal as physical interaction [ 32 ]. The pandemic highlights the need to examine instructional strategies most suited to the current situation to support students’ engagement with faculty and classmates.

Furthermore, there is considerable concern from the academic community about the quality of online learning. Pre-pandemic, some faculty and students were already skeptical about the value of online learning [ 33 ]. The longer the pandemic lasts, the more they may question the value of online education, asking: Can online learning during the pandemic produce learning outcomes that are similar to face-to-face learning before the pandemic? Despite the documented benefits of online learning prior to the pandemic, the actual impact of online learning during the pandemic on students’ academic performance is still unknown due to reasons outlined below.

On one hand, several factors beyond the technology used could influence the effectiveness of online learning, one of which is the teaching context [ 34 ]. The sudden transition to online learning has posed many challenges to faculty and students. Faculty may not have had adequate time to carefully design online courses to take full advantage of the possibilities of the online format. Some faculty may not have had prior online teaching experience and experienced a deeper learning curve when it came to adopting online teaching methods [ 35 ]. Students may have been at the risk of increased anxiety due to concerns about contracting the virus, on time graduation, finances, and employment [ 36 , 37 ], which may have negatively impacted learning performance [ 38 ]. Therefore, whether online learning during the pandemic could produce learning outcomes similar to those of online learning implemented during more normal times remains to be determined.

Most existing studies on online learning in dental education during the pandemic have only reported students’ satisfaction. The actual impact of the online format on academic performance has not been empirically investigated. The few studies that have examined students’ learning outcomes have only used students’ self-reported data from surveys and focus groups. According to Kaczmarek et al. [ 24 ], 50 % of the participating dental faculty at Harvard University perceived student learning to have worsened during the pandemic and 70 % of the students felt the same. Abbasi et al. [ 21 ] reported that 86 % of medical and dental students in a Pakistan college felt that they learned less online. While student opinions are important, research has demonstrated a poor correlation between students’ perceived learning and actual learning gains [ 39 ]. As we continue to navigate the “new normal” in teaching, students’ learning performance needs to be empirically evaluated to help institutions gauge the impact of this grand online learning experiment.

Research purposes

In March 2020, the University of the Pacific Arthur A. Dugoni School of Dentistry, in the U.S., moved didactic instruction online to ensure the continuity of education during building closure. This study examined students’ acceptance of online learning during the pandemic and its impacting factors, focusing on instructional practices pertaining to students’ engagement/interaction with faculty and classmates. Another purpose of this study was to empirically evaluate the impact of online learning during the pandemic on students’ actual course performance by comparing it with that of a pre-pandemic cohort. To understand the broader impact of the institutional-wide online learning effort, we examined all online courses offered in summer quarter 2020 (July to September) that had a didactic component.

This is the first empirical study in dental education to evaluate students’ learning performance during the pandemic. The study aimed to answer the following three questions.

How well was online learning accepted by students, during the summer quarter 2020 pandemic interruption?

How did instructional strategies, centered around students’ engagement with faculty and classmates, impact their acceptance of online learning?

How did online learning during summer quarter 2020 impact students’ course performance as compared with a previous analogous cohort who received face-to-face instruction in summer quarter 2019?

This study employed a quasi-experimental design. The study was approved by the university’s institutional review board (#2020-68).

Study context and participants

The study was conducted at the Arthur A. Dugoni School of Dentistry, University of the Pacific. The program runs on a quarter system. It offers a 3-year accelerated Doctor of Dental Surgery (DDS) program and a 2-year International Dental Studies (IDS) program for international dentists who have obtained a doctoral degree in dentistry from a country outside the U.S. and want to practice in the U.S. Students advance throughout the program in cohorts. IDS students take some courses together with their DDS peers. All three DDS classes (D1/DDS 2023, D2/DDS 2022, and D3/DDS 2021) and both IDS classes (I1/IDS 2022 and I2/IDS 2021) were invited to participate in the study. The number of students in each class was: D1 = 145, D2 = 143, D3 = 143, I1 = 26, and I2 = 25. This resulted in a total of 482 student participants.

During campus closure, faculty delivered remote instruction in various ways, including live online classes via Zoom @  [ 40 ], self-paced online modules on the school’s learning management system Canvas @  [ 41 ], or a combination of live and self-paced delivery. For self-paced modules, students studied assigned readings and/or viewings such as videos and pre-recorded slide presentations. Some faculty also developed self-paced online lessons with SoftChalk @  [ 42 ], a cloud-based platform that supports the inclusion of gamified learning by insertion of various mini learning activities. The SoftChalk lessons were integrated with Canvas @  [ 41 ] and faculty could monitor students’ progress. After students completed the pre-assigned online materials, some faculty held virtual office hours or live online discussion sessions for students to ask questions and discuss key concepts.

Data collection and analysis

Student survey.

Students’ perceived effectiveness of summer quarter 2020 online courses was evaluated by the school’s Office of Academic Affairs in lieu of the regular course evaluation process. A total of 19 courses for DDS students and 10 courses for IDS students were evaluated. An 8-question survey developed by the researchers (Additional file 1 ) was administered online in the last week of summer quarter 2020. Course directors invited student to take the survey during live online classes. The survey introduction stated that taking the survey was voluntary and that their anonymous responses would be reported in aggregated form for research purposes. Students were invited to continue with the survey if they chose to participate; otherwise, they could exit the survey. The number of students in each class who took the survey was as follows: D1 ( n  = 142; 98 %), D2 ( n  = 133; 93 %), D3 ( n  = 61; 43 %), I1 ( n  = 23; 88 %), and I2 ( n  = 20; 80 %). This resulted in a total of 379 (79 %) respondents across all classes.

The survey questions were on a 4-point scale, ranging from Strongly Disagree (1 point), Disagree (2 points), Agree (3 points), and Strongly Agree (4 points). Students were asked to rate each online course by responding to four statements: “ I could fully engage with the instructor and classmates in this course”; “The online format of this course supported my learning”; “Overall this online course is effective.”, and “ I would have preferred face-to-face instruction for this course ”. For the first three survey questions, a higher mean score indicated a more positive attitude toward the online course. For the fourth question “ I would have preferred face-to-face instruction for this course ”, a higher mean score indicated that more students would have preferred face-to-face instruction for the course. Two additional survey questions asked students to select their preferred online delivery method for fully online courses during the pandemic from three given choices (synchronous online/live, asynchronous online/self-paced, and a combination of both), and to report whether they wanted to continue with some online instruction post pandemic. Finally, two open-ended questions at the end of the survey allowed students to comment on the aspects of online format that they found to be helpful and to provide suggestion for improvement. For the purpose of this study, we focused on the quantitative data from the Likert-scale questions.

Descriptive data such as the mean scores were reported for each course. Regression analyses were conducted to examine the relationship between instructional strategies focusing on students’ engagement with faculty and classmates, and their overall perceived effectiveness of the online course. The independent variable was student responses to the question “ I could fully engage with the instructor and classmates in this course ”, and the dependent variable was their answer to the question “ Overall, this online course is effective .”

Student course grades

Using Chi-square tests, student course grade distributions (A, B, C, D, and F) for summer quarter 2020 online courses were compared with that of a previous cohort who received face-to-face instruction for the same course in summer quarter 2019. Note that as a result of the school’s pre-doctoral curriculum redesign implemented in July 2019, not all courses offered in summer quarter 2020 were offered in the previous year in summer quarter 2019. In other words, some of the courses offered in summer quarter 2020 were new courses offered for the first time. Because these new courses did not have a previous face-to-face version to compare to, they were excluded from data analysis. For some other courses, while course content remained the same between 2019 and 2020, the sequence of course topics within the course had changed. These courses were also excluded from data analysis.

After excluding the aforementioned courses, it resulted in a total of 17 “comparable” courses that were included in data analysis (see the subsequent section). For these courses, the instructor, course content, and course goals were the same in both 2019 and 2020. The assessment methods and grading policies also remained the same through both years. For exams and quizzes, multiple choice questions were the dominating format for both years. While some exam questions in 2020 were different from 2019, faculty reported that the overall exam difficulty level was similar. The main difference in assessment was testing conditions. The 2019 cohort took computer-based exams in the physical classroom with faculty proctoring, and the 2020 cohort took exams at home with remote proctoring to ensure exam integrity. The remote proctoring software monitored the student during the exam through a web camera on their computer/laptop. The recorded video file flags suspicious activities for faculty review after exam completion.

Students’ perceived effectiveness of online learning

Table  1 summarized data on DDS students’ perceived effectiveness of each online course during summer quarter 2020. For the survey question “ Overall, this online course is effective ”, the majority of courses received a mean score that was approaching or over 3 points on the 4-point scale, suggesting that online learning was generally well accepted by students. Despite overall positive online course experiences, for many of the courses examined, there was an equal split in student responses to the question “ I would have preferred face-to-face instruction for this course .” Additionally, for students’ preferred online delivery method for fully online courses, about half of the students in each class preferred a combination of synchronous and asynchronous online learning (see Fig.  1 ). Finally, the majority of students wanted faculty to continue with some online instruction post pandemic: D1class (110; 78.60 %), D2 class (104; 80 %), and D3 class (49; 83.10 %).

While most online courses received favorable ratings, some variations did exist among courses. For D1 courses, “ Anatomy & Histology ” received lower ratings than others. This could be explained by its lab component, which didn’t lend itself as well to the online format. For D2 courses, several of them received lower ratings than others, especially for the survey question on students’ perceived engagement with faculty and classmates.

DDS students’ preferred online delivery method for fully online courses

Table  2 summarized IDS students’ perceived effectiveness of each online course during summer quarter 2020. For the survey question “ Overall, this online course is effective ”, all courses received a mean score that was approaching or over 3 points on a 4-point scale, suggesting that online learning was well accepted by students. For the survey question “ I would have preferred face-to-face instruction for this course ”, for most online courses examined, the percentage of students who would have preferred face-to-face instruction was similar to that of students who preferred online instruction for the course. Like their DDS peers, about half of the IDS students in each class also preferred a combination of synchronous and asynchronous online delivery for fully online courses (See Fig.  2 ). Finally, the majority of IDS students (I1, n = 18, 81.80 %; I2, n = 16, 84.20 %) wanted to continue with some online learning after the pandemic is over.

IDS students’ preferred online delivery method for fully online courses

Factors impacting students’ acceptance of online learning

For all 19 online courses taken by DDS students, regression analyses indicated that there was a significantly positive relationship between students’ perceived engagement with faculty and classmates and their perceived effectiveness of the course. P value was 0.00 across all courses. The ranges of effect size (r 2 ) were: D1 courses (0.26 to 0.50), D2 courses (0.39 to 0.650), and D3 courses (0.22 to 0.44), indicating moderate to high correlations across courses.

For 9 out of the 10 online courses taken by IDS students, there was a positive relationship between students’ perceived engagement with faculty and classmates and their perceived effectiveness of the course. P value was 0.00 across courses. The ranges of effect size were: I1 courses (0.35 to 0.77) and I2 courses (0.47 to 0.63), indicating consistently high correlations across courses. The only course in which students’ perceived engagement with faculty and classmates didn’t predict perceived effective of the course was “ Integrated Clinical Science III (ICS III) ”, which the I2 class took together with their D3 peers.

Impact of online learning on students’ course performance

Chi square test results (Table  3 ) indicated that in 4 out of the 17 courses compared, the online cohort during summer quarter 2020 was more likely to receive an A grade than the face-to-face cohort during summer quarter 2019. In 12 of the courses, the online cohort were equally likely to receive an A grade as the face-to-face cohort. In the remaining one course, the online cohort was less likely to receive an A grade than the face-to-face cohort.

Students’ acceptance of online learning during the pandemic

Survey results revealed that students had generally positive perceptions about online learning during the pandemic and the majority of them wanted to continue with some online learning post pandemic. Overall, our findings supported several other studies in dental [ 18 , 20 ], medical [ 43 , 44 ], and nursing [ 45 ] education that have also reported students’ positive attitudes towards online learning during the pandemic. In their written comments in the survey, students cited enhanced flexibility as one of the greatest benefits of online learning. Some students also commented that typing questions in the chat box during live online classes was less intimidating than speaking in class. Others explicitly stated that not having to commute to/from school provided more time for sleep, which helped with self-care and mental health. Our findings are in line with previous studies which have also demonstrated that online learning offered higher flexibility [ 46 , 47 ]. Meanwhile, consistent with findings of other researchers [ 19 , 21 , 46 ], our students felt difficulty engaging with faculty and classmates in several online courses.

There were some variations among individual courses in students’ acceptance of the online format. One factor that could partially account for the observed differences was instructional strategies. In particular, our regression analysis results demonstrated a positive correlation between students’ perceived engagement with faculty and classmates and their perceived overall effectiveness of the online course. Other aspects of course design might also have influenced students’ overall rating of the online course. For instance, some D2 students commented that the requirements of the course “ Integrated Case-based Seminars (ICS II) ” were not clear and that assessment did not align with lecture materials. It is important to remember that communicating course requirements clearly and aligning course content and assessment are principles that should be applied in any course, whether face-to-face or online. Our results highlighted the importance of providing faculty training on basic educational design principles and online learning design strategies. Furthermore, the nature of the course might also have impacted student ratings. For example, D1 course “ Anatomy and Histology ” had a lab component, which did not lend itself as well to the online format. Many students reported that it was difficult to see faculty’s live demonstration during Zoom lectures, which may have resulted in a lower student satisfaction rating.

As for students’ preferred online delivery method for fully online courses during the pandemic, about half of them preferred a combination of synchronous and asynchronous online learning. In light of this finding, as we continue with remote learning until public health directives allow a return to campus, we will encourage faculty to integrate these two online delivery modalities. Finally, in view of the result that over 80 % of the students wanted to continue with some online instruction after the pandemic, the school will advocate for blended learning in the post-pandemic world [ 48 ]. For future face-to-face courses on campus after the pandemic, faculty are encouraged to deliver some content online to reduce classroom seat time and make learning more flexible. Taken together, our findings not only add to the overall picture of the current situation but may inform learning design moving forward.

Role of online engagement and interaction

To reiterate, we found that students’ perceived engagement with faculty and classmates predicted their perceived overall effectiveness of the online course. This aligns with the larger literature on best practices in online learning design. Extensive research prior to the pandemic has confirmed that the effectiveness of online learning is determined by a number of factors beyond the tools used, including students’ interactions with the instructor and classmates [ 49 , 50 , 51 , 52 ]. Online students may feel isolated due to reduced or lack of interaction [ 53 , 54 ]. Therefore, in designing online learning experiences, it is important to remember that learning is a social process [ 55 ]. Faculty’s role is not only to transmit content but also to promote the different types of interactions that are an integral part of the online learning process [ 33 ]. The online teaching model in which faculty uploads materials online but teach it in the same way as in the physical classroom, without special effort to engage students, doesn’t make the best use of the online format. Putting the “sage on the screen” during a live class meeting on a video conferencing system is not different from “sage on the stage” in the physical classroom - both provide limited space for engagement. Such one-way monologue devalues the potentials that online learning presents.

In light of the critical role that social interaction plays in online learning, faculty are encouraged to use the interactive features of online learning platforms to provide clear channels for student-instructor and student-student interactions. In the open-ended comments, students highlighted several instructional strategies that they perceived to be helpful for learning. For live online classes, these included conducting breakout room activities, using the chat box to facilitate discussions, polling, and integrating gameplay with apps such as Kahoot! @  [ 56 ]. For self-paced classes, students appreciated that faculty held virtual office hours or subsequent live online discussion sessions to reinforce understanding of the pre-assigned materials.

Quality of online education during the pandemic

This study provided empirical evidence in dental education that it was possible to ensure the continuity of education without sacrificing the quality of education provided to students during forced migration to distance learning upon building closure. To reiterate, in all but one online course offered in summer quarter 2020, students were equally or more likely to get an A grade than the face-to-face cohort from summer quarter 2019. Even for courses that had less student support for the online format (e.g., the D1 course “ Anatomy and Histology ”), there was a significant increase in the number of students who earned an A grade in 2020 as compared with the previous year. The reduced capacity for technical training during the pandemic may have resulted in more study time for didactic content. Overall, our results resonate with several studies in health sciences education before the pandemic that the quality of learning is comparable in face-to-face and online formats [ 9 , 57 , 58 ]. For the only course ( Integrated Case-based Seminars ICS II) in which the online cohort had inferior performance than the face-to-face cohort, as mentioned earlier, students reported that assessment was not aligned with course materials and that course expectations were not clear. This might explain why students’ course performance was not as strong as expected.

Limitations

This study used a pre-existing control group from the previous year. There may have been individual differences between students in the online and the face-to-face cohorts, such as motivation, learning style, and prior knowledge, that could have impacted the observed outcomes. Additionally, even though course content and assessment methods were largely the same in 2019 and 2020, changes in other aspects of the course could have impacted students’ course performance. Some faculty may have been more compassionate with grading (e.g., more flexible with assignment deadlines) in summer quarter 2020 given the hardship students experienced during the pandemic. On the other hand, remote proctoring in summer quarter 2020 may have heightened some students’ exam anxiety knowing that they were being monitored through a webcam. The existence and magnitude of effect of these factors needs to be further investigated.

This present study only examined the correlation between students’ perceived online engagement and their perceived overall effectiveness of the online course. Other factors that might impact their acceptance of the online format need to be further researched in future studies. Another future direction is to examine how students’ perceived online engagement correlates with their actual course performance. Because the survey data collected for our present study are anonymous, we cannot match students’ perceived online engagement data with their course grades to run this additional analysis. It should also be noted that this study was focused on didactic online instruction. Future studies might examine how technical training was impacted during the COVID building closure. It was also out of the scope of this study to examine how student characteristics, especially high and low academic performance as reflected by individual grades, affects their online learning experience and performance. We plan to conduct a follow-up study to examine which group of students are most impacted by the online format. Finally, this study was conducted in a single dental school, and so the findings may not be generalizable to other schools and disciplines. Future studies could be conducted in another school or disciplines to compare results.

This study revealed that dental students had generally favorable attitudes towards online learning during the COVID-19 pandemic and that their perceived engagement with faculty and classmates predicted their acceptance of the online course. Most notably, this is the first study in dental education to demonstrate that online learning during the pandemic could achieve similar or better learning outcomes than face-to-face learning before the pandemic. Findings of our study could contribute significantly to the literature on online learning during the COVID-19 pandemic in health sciences education. The results could also inform future online learning design as we re-envision the future of online learning.

Availability of data and materials

The datasets used and/or analyzed during the current study are available from the corresponding author on reasonable request.

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Acknowledgements

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Authors’ information

MZ is an Associate Professor of Learning Sciences and Senior Instructional Designer at School of Dentistry, University of the Pacific. She has a PhD in Education, with a specialty on learning sciences and technology. She has dedicated her entire career to conducting research on online learning, learning technology, and faculty development. Her research has resulted in several peer-reviewed publications in medical, dental, and educational technology journals. MZ has also presented regularly at national conferences.

DB is an Assistant Dean for Academic Affairs at School of Dentistry, University of the Pacific. He has an EdD degree in education, with a concentration on learning and instruction. Over the past decades, DB has been overseeing and delivering faculty pedagogical development programs to dental faculty. His research interest lies in educational leadership and instructional innovation. DB has co-authored several peer-reviewed publications in health sciences education and presented regularly at national conferences.

CL is Associate Dean of Oral Healthcare Education, School of Dentistry, University of the Pacific. She has a Doctor of Dental Surgery (DDS) degree and an EdD degree with a focus on educational leadership. Her professional interest lies in educational leadership, oral healthcare education innovation, and faculty development. CL has co-authored several publications in peer-reviewed journals in health sciences education and presented regularly at national conferences.

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MZ analyzed the data and wrote the initial draft of the manuscript. DB and CL both provided assistance with research design, data collection, and reviewed and edited the manuscript. The author(s) read and approved the final manuscript.

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Survey of online courses during COVID-19 pandemic.

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Zheng, M., Bender, D. & Lyon, C. Online learning during COVID-19 produced equivalent or better student course performance as compared with pre-pandemic: empirical evidence from a school-wide comparative study. BMC Med Educ 21 , 495 (2021). https://doi.org/10.1186/s12909-021-02909-z

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ORIGINAL RESEARCH article

Teachers and students perspectives on the impact online classroom during the covid-19 pandemic provisionally accepted.

• 1 Walailak University, Thailand

The final, formatted version of the article will be published soon.

During the COVID-19 pandemic, transformation from face-to-face classrooms to online classrooms took place in higher education. This study aims to evaluate the impact of teaching and learning of this change on students' and teachers' perspectives. The study also investigated the various impact factors that hindered online teaching and learning during the COVID-19 lockdown period. Three hundred and eighty-three students and eighty-three teachers at Walailak University, Thailad who had at least three months' experience with online learning and teaching were asked to complete questionnaires that asked about their perspectives with respect to their online classroom experience. The student questionnaire asked about the quality of teachers, quality of communication, the student's work, student's concentration, and satisfaction with the online classroom experience. The teacher questionnaire asked about the teacher's perspective with respect to how the restrictions of online teaching affected teachers, students, and course. The relations between students and teachers were analyzed by chi-square test using the SPSS program version 25.0, with defined p-value as < 0.05 and < 0.10 of student and teacher perspectives respectively. Relations were found between student GPA and student work and student concentration in online classrooms. The teachers' perspective with respect to online teaching was found to be related to the restrictions that online teaching placed on teachers, students, and courses management. The results of the study show teachers' awareness about restrictions that online teaching placed on teachers, students and courses management. Institutions should prioritize and practice using educational technologies at scale, install ICT infrastructure, and engage in lifelong learning.

Keywords: student perspectives, teacher perspectives, Online classroom, student satisfaction, restrictions of online teaching

Received: 08 Nov 2023; Accepted: 16 Apr 2024.

Copyright: © 2024 Rattanawan and Pakdee. This is an open-access article distributed under the terms of the Creative Commons Attribution License (CC BY) . The use, distribution or reproduction in other forums is permitted, provided the original author(s) or licensor are credited and that the original publication in this journal is cited, in accordance with accepted academic practice. No use, distribution or reproduction is permitted which does not comply with these terms.

* Correspondence: Miss. Sirinthip Pakdee, Walailak University, Tha Sala District, Thailand

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A systematic review of research on online teaching and learning from 2009 to 2018

Associated data.

Systematic reviews were conducted in the nineties and early 2000's on online learning research. However, there is no review examining the broader aspect of research themes in online learning in the last decade. This systematic review addresses this gap by examining 619 research articles on online learning published in twelve journals in the last decade. These studies were examined for publication trends and patterns, research themes, research methods, and research settings and compared with the research themes from the previous decades. While there has been a slight decrease in the number of studies on online learning in 2015 and 2016, it has then continued to increase in 2017 and 2018. The majority of the studies were quantitative in nature and were examined in higher education. Online learning research was categorized into twelve themes and a framework across learner, course and instructor, and organizational levels was developed. Online learner characteristics and online engagement were examined in a high number of studies and were consistent with three of the prior systematic reviews. However, there is still a need for more research on organization level topics such as leadership, policy, and management and access, culture, equity, inclusion, and ethics and also on online instructor characteristics.

• • Twelve online learning research themes were identified in 2009–2018.
• • A framework with learner, course and instructor, and organizational levels was used.
• • Online learner characteristics and engagement were the mostly examined themes.
• • The majority of the studies used quantitative research methods and in higher education.
• • There is a need for more research on organization level topics.

1. Introduction

Online learning has been on the increase in the last two decades. In the United States, though higher education enrollment has declined, online learning enrollment in public institutions has continued to increase ( Allen & Seaman, 2017 ), and so has the research on online learning. There have been review studies conducted on specific areas on online learning such as innovations in online learning strategies ( Davis et al., 2018 ), empirical MOOC literature ( Liyanagunawardena et al., 2013 ; Veletsianos & Shepherdson, 2016 ; Zhu et al., 2018 ), quality in online education ( Esfijani, 2018 ), accessibility in online higher education ( Lee, 2017 ), synchronous online learning ( Martin et al., 2017 ), K-12 preparation for online teaching ( Moore-Adams et al., 2016 ), polychronicity in online learning ( Capdeferro et al., 2014 ), meaningful learning research in elearning and online learning environments ( Tsai, Shen, & Chiang, 2013 ), problem-based learning in elearning and online learning environments ( Tsai & Chiang, 2013 ), asynchronous online discussions ( Thomas, 2013 ), self-regulated learning in online learning environments ( Tsai, Shen, & Fan, 2013 ), game-based learning in online learning environments ( Tsai & Fan, 2013 ), and online course dropout ( Lee & Choi, 2011 ). While there have been review studies conducted on specific online learning topics, very few studies have been conducted on the broader aspect of online learning examining research themes.

2. Systematic Reviews of Distance Education and Online Learning Research

Distance education has evolved from offline to online settings with the access to internet and COVID-19 has made online learning the common delivery method across the world. Tallent-Runnels et al. (2006) reviewed research late 1990's to early 2000's, Berge and Mrozowski (2001) reviewed research 1990 to 1999, and Zawacki-Richter et al. (2009) reviewed research in 2000–2008 on distance education and online learning. Table 1 shows the research themes from previous systematic reviews on online learning research. There are some themes that re-occur in the various reviews, and there are also new themes that emerge. Though there have been reviews conducted in the nineties and early 2000's, there is no review examining the broader aspect of research themes in online learning in the last decade. Hence, the need for this systematic review which informs the research themes in online learning from 2009 to 2018. In the following sections, we review these systematic review studies in detail.

Comparison of online learning research themes from previous studies.

2.1. Distance education research themes, 1990 to 1999 ( Berge & Mrozowski, 2001 )

Berge and Mrozowski (2001) reviewed 890 research articles and dissertation abstracts on distance education from 1990 to 1999. The four distance education journals chosen by the authors to represent distance education included, American Journal of Distance Education, Distance Education, Open Learning, and the Journal of Distance Education. This review overlapped in the dates of the Tallent-Runnels et al. (2006) study. Berge and Mrozowski (2001) categorized the articles according to Sherry's (1996) ten themes of research issues in distance education: redefining roles of instructor and students, technologies used, issues of design, strategies to stimulate learning, learner characteristics and support, issues related to operating and policies and administration, access and equity, and costs and benefits.

In the Berge and Mrozowski (2001) study, more than 100 studies focused on each of the three themes: (1) design issues, (2) learner characteristics, and (3) strategies to increase interactivity and active learning. By design issues, the authors focused on instructional systems design and focused on topics such as content requirement, technical constraints, interactivity, and feedback. The next theme, strategies to increase interactivity and active learning, were closely related to design issues and focused on students’ modes of learning. Learner characteristics focused on accommodating various learning styles through customized instructional theory. Less than 50 studies focused on the three least examined themes: (1) cost-benefit tradeoffs, (2) equity and accessibility, and (3) learner support. Cost-benefit trade-offs focused on the implementation costs of distance education based on school characteristics. Equity and accessibility focused on the equity of access to distance education systems. Learner support included topics such as teacher to teacher support as well as teacher to student support.

2.2. Online learning research themes, 1993 to 2004 ( Tallent-Runnels et al., 2006 )

Tallent-Runnels et al. (2006) reviewed research on online instruction from 1993 to 2004. They reviewed 76 articles focused on online learning by searching five databases, ERIC, PsycINFO, ContentFirst, Education Abstracts, and WilsonSelect. Tallent-Runnels et al. (2006) categorized research into four themes, (1) course environment, (2) learners' outcomes, (3) learners’ characteristics, and (4) institutional and administrative factors. The first theme that the authors describe as course environment ( n  = 41, 53.9%) is an overarching theme that includes classroom culture, structural assistance, success factors, online interaction, and evaluation.

Tallent-Runnels et al. (2006) for their second theme found that studies focused on questions involving the process of teaching and learning and methods to explore cognitive and affective learner outcomes ( n  = 29, 38.2%). The authors stated that they found the research designs flawed and lacked rigor. However, the literature comparing traditional and online classrooms found both delivery systems to be adequate. Another research theme focused on learners’ characteristics ( n  = 12, 15.8%) and the synergy of learners, design of the online course, and system of delivery. Research findings revealed that online learners were mainly non-traditional, Caucasian, had different learning styles, and were highly motivated to learn. The final theme that they reported was institutional and administrative factors (n  = 13, 17.1%) on online learning. Their findings revealed that there was a lack of scholarly research in this area and most institutions did not have formal policies in place for course development as well as faculty and student support in training and evaluation. Their research confirmed that when universities offered online courses, it improved student enrollment numbers.

2.3. Distance education research themes 2000 to 2008 ( Zawacki-Richter et al., 2009 )

Zawacki-Richter et al. (2009) reviewed 695 articles on distance education from 2000 to 2008 using the Delphi method for consensus in identifying areas and classified the literature from five prominent journals. The five journals selected due to their wide scope in research in distance education included Open Learning, Distance Education, American Journal of Distance Education, the Journal of Distance Education, and the International Review of Research in Open and Distributed Learning. The reviewers examined the main focus of research and identified gaps in distance education research in this review.

Zawacki-Richter et al. (2009) classified the studies into macro, meso and micro levels focusing on 15 areas of research. The five areas of the macro-level addressed: (1) access, equity and ethics to deliver distance education for developing nations and the role of various technologies to narrow the digital divide, (2) teaching and learning drivers, markets, and professional development in the global context, (3) distance delivery systems and institutional partnerships and programs and impact of hybrid modes of delivery, (4) theoretical frameworks and models for instruction, knowledge building, and learner interactions in distance education practice, and (5) the types of preferred research methodologies. The meso-level focused on seven areas that involve: (1) management and organization for sustaining distance education programs, (2) examining financial aspects of developing and implementing online programs, (3) the challenges and benefits of new technologies for teaching and learning, (4) incentives to innovate, (5) professional development and support for faculty, (6) learner support services, and (7) issues involving quality standards and the impact on student enrollment and retention. The micro-level focused on three areas: (1) instructional design and pedagogical approaches, (2) culturally appropriate materials, interaction, communication, and collaboration among a community of learners, and (3) focus on characteristics of adult learners, socio-economic backgrounds, learning preferences, and dispositions.

The top three research themes in this review by Zawacki-Richter et al. (2009) were interaction and communities of learning ( n  = 122, 17.6%), instructional design ( n  = 121, 17.4%) and learner characteristics ( n  = 113, 16.3%). The lowest number of studies (less than 3%) were found in studies examining the following research themes, management and organization ( n  = 18), research methods in DE and knowledge transfer ( n  = 13), globalization of education and cross-cultural aspects ( n  = 13), innovation and change ( n  = 13), and costs and benefits ( n  = 12).

2.4. Online learning research themes

These three systematic reviews provide a broad understanding of distance education and online learning research themes from 1990 to 2008. However, there is an increase in the number of research studies on online learning in this decade and there is a need to identify recent research themes examined. Based on the previous systematic reviews ( Berge & Mrozowski, 2001 ; Hung, 2012 ; Tallent-Runnels et al., 2006 ; Zawacki-Richter et al., 2009 ), online learning research in this study is grouped into twelve different research themes which include Learner characteristics, Instructor characteristics, Course or program design and development, Course Facilitation, Engagement, Course Assessment, Course Technologies, Access, Culture, Equity, Inclusion, and Ethics, Leadership, Policy and Management, Instructor and Learner Support, and Learner Outcomes. Table 2 below describes each of the research themes and using these themes, a framework is derived in Fig. 1 .

Research themes in online learning.

Online learning research themes framework.

The collection of research themes is presented as a framework in Fig. 1 . The themes are organized by domain or level to underscore the nested relationship that exists. As evidenced by the assortment of themes, research can focus on any domain of delivery or associated context. The “Learner” domain captures characteristics and outcomes related to learners and their interaction within the courses. The “Course and Instructor” domain captures elements about the broader design of the course and facilitation by the instructor, and the “Organizational” domain acknowledges the contextual influences on the course. It is important to note as well that due to the nesting, research themes can cross domains. For example, the broader cultural context may be studied as it pertains to course design and development, and institutional support can include both learner support and instructor support. Likewise, engagement research can involve instructors as well as learners.

In this introduction section, we have reviewed three systematic reviews on online learning research ( Berge & Mrozowski, 2001 ; Tallent-Runnels et al., 2006 ; Zawacki-Richter et al., 2009 ). Based on these reviews and other research, we have derived twelve themes to develop an online learning research framework which is nested in three levels: learner, course and instructor, and organization.

2.5. Purpose of this research

In two out of the three previous reviews, design, learner characteristics and interaction were examined in the highest number of studies. On the other hand, cost-benefit tradeoffs, equity and accessibility, institutional and administrative factors, and globalization and cross-cultural aspects were examined in the least number of studies. One explanation for this may be that it is a function of nesting, noting that studies falling in the Organizational and Course levels may encompass several courses or many more participants within courses. However, while some research themes re-occur, there are also variations in some themes across time, suggesting the importance of research themes rise and fall over time. Thus, a critical examination of the trends in themes is helpful for understanding where research is needed most. Also, since there is no recent study examining online learning research themes in the last decade, this study strives to address that gap by focusing on recent research themes found in the literature, and also reviewing research methods and settings. Notably, one goal is to also compare findings from this decade to the previous review studies. Overall, the purpose of this study is to examine publication trends in online learning research taking place during the last ten years and compare it with the previous themes identified in other review studies. Due to the continued growth of online learning research into new contexts and among new researchers, we also examine the research methods and settings found in the studies of this review.

The following research questions are addressed in this study.

• 1. What percentage of the population of articles published in the journals reviewed from 2009 to 2018 were related to online learning and empirical?
• 2. What is the frequency of online learning research themes in the empirical online learning articles of journals reviewed from 2009 to 2018?
• 3. What is the frequency of research methods and settings that researchers employed in the empirical online learning articles of the journals reviewed from 2009 to 2018?

This five-step systematic review process described in the U.S. Department of Education, Institute of Education Sciences, What Works Clearinghouse Procedures and Standards Handbook, Version 4.0 ( 2017 ) was used in this systematic review: (a) developing the review protocol, (b) identifying relevant literature, (c) screening studies, (d) reviewing articles, and (e) reporting findings.

3.1. Data sources and search strategies

The Education Research Complete database was searched using the keywords below for published articles between the years 2009 and 2018 using both the Title and Keyword function for the following search terms.

“online learning" OR "online teaching" OR "online program" OR "online course" OR “online education”

3.2. Inclusion/exclusion criteria

The initial search of online learning research among journals in the database resulted in more than 3000 possible articles. Therefore, we limited our search to select journals that focus on publishing peer-reviewed online learning and educational research. Our aim was to capture the journals that published the most articles in online learning. However, we also wanted to incorporate the concept of rigor, so we used expert perception to identify 12 peer-reviewed journals that publish high-quality online learning research. Dissertations and conference proceedings were excluded. To be included in this systematic review, each study had to meet the screening criteria as described in Table 3 . A research study was excluded if it did not meet all of the criteria to be included.

Inclusion/Exclusion criteria.

3.3. Process flow selection of articles

Fig. 2 shows the process flow involved in the selection of articles. The search in the database Education Research Complete yielded an initial sample of 3332 articles. Targeting the 12 journals removed 2579 articles. After reviewing the abstracts, we removed 134 articles based on the inclusion/exclusion criteria. The final sample, consisting of 619 articles, was entered into the computer software MAXQDA ( VERBI Software, 2019 ) for coding.

Flowchart of online learning research selection.

3.4. Developing review protocol

A review protocol was designed as a codebook in MAXQDA ( VERBI Software, 2019 ) by the three researchers. The codebook was developed based on findings from the previous review studies and from the initial screening of the articles in this review. The codebook included 12 research themes listed earlier in Table 2 (Learner characteristics, Instructor characteristics, Course or program design and development, Course Facilitation, Engagement, Course Assessment, Course Technologies, Access, Culture, Equity, Inclusion, and Ethics, Leadership, Policy and Management, Instructor and Learner Support, and Learner Outcomes), four research settings (higher education, continuing education, K-12, corporate/military), and three research designs (quantitative, qualitative and mixed methods). Fig. 3 below is a screenshot of MAXQDA used for the coding process.

Codebook from MAXQDA.

3.5. Data coding

Research articles were coded by two researchers in MAXQDA. Two researchers independently coded 10% of the articles and then discussed and updated the coding framework. The second author who was a doctoral student coded the remaining studies. The researchers met bi-weekly to address coding questions that emerged. After the first phase of coding, we found that more than 100 studies fell into each of the categories of Learner Characteristics or Engagement, so we decided to pursue a second phase of coding and reexamine the two themes. Learner Characteristics were classified into the subthemes of Academic, Affective, Motivational, Self-regulation, Cognitive, and Demographic Characteristics. Engagement was classified into the subthemes of Collaborating, Communication, Community, Involvement, Interaction, Participation, and Presence.

3.6. Data analysis

Frequency tables were generated for each of the variables so that outliers could be examined and narrative data could be collapsed into categories. Once cleaned and collapsed into a reasonable number of categories, descriptive statistics were used to describe each of the coded elements. We first present the frequencies of publications related to online learning in the 12 journals. The total number of articles for each journal (collectively, the population) was hand-counted from journal websites, excluding editorials and book reviews. The publication trend of online learning research was also depicted from 2009 to 2018. Then, the descriptive information of the 12 themes, including the subthemes of Learner Characteristics and Engagement were provided. Finally, research themes by research settings and methodology were elaborated.

4.1. Publication trends on online learning

Publication patterns of the 619 articles reviewed from the 12 journals are presented in Table 4 . International Review of Research in Open and Distributed Learning had the highest number of publications in this review. Overall, about 8% of the articles appearing in these twelve journals consisted of online learning publications; however, several journals had concentrations of online learning articles totaling more than 20%.

Empirical online learning research articles by journal, 2009–2018.

Note . Journal's Total Article count excludes reviews and editorials.

The publication trend of online learning research is depicted in Fig. 4 . When disaggregated by year, the total frequency of publications shows an increasing trend. Online learning articles increased throughout the decade and hit a relative maximum in 2014. The greatest number of online learning articles ( n  = 86) occurred most recently, in 2018.

Online learning publication trends by year.

4.2. Online learning research themes that appeared in the selected articles

The publications were categorized into the twelve research themes identified in Fig. 1 . The frequency counts and percentages of the research themes are provided in Table 5 below. A majority of the research is categorized into the Learner domain. The fewest number of articles appears in the Organization domain.

Research themes in the online learning publications from 2009 to 2018.

The specific themes of Engagement ( n  = 179, 28.92%) and Learner Characteristics ( n  = 134, 21.65%) were most often examined in publications. These two themes were further coded to identify sub-themes, which are described in the next two sections. Publications focusing on Instructor Characteristics ( n  = 21, 3.39%) were least common in the dataset.

4.2.1. Research on engagement

The largest number of studies was on engagement in online learning, which in the online learning literature is referred to and examined through different terms. Hence, we explore this category in more detail. In this review, we categorized the articles into seven different sub-themes as examined through different lenses including presence, interaction, community, participation, collaboration, involvement, and communication. We use the term “involvement” as one of the terms since researchers sometimes broadly used the term engagement to describe their work without further description. Table 6 below provides the description, frequency, and percentages of the various studies related to engagement.

Research sub-themes on engagement.

In the sections below, we provide several examples of the different engagement sub-themes that were studied within the larger engagement theme.

Presence. This sub-theme was the most researched in engagement. With the development of the community of inquiry framework most of the studies in this subtheme examined social presence ( Akcaoglu & Lee, 2016 ; Phirangee & Malec, 2017 ; Wei et al., 2012 ), teaching presence ( Orcutt & Dringus, 2017 ; Preisman, 2014 ; Wisneski et al., 2015 ) and cognitive presence ( Archibald, 2010 ; Olesova et al., 2016 ).

Interaction . This was the second most studied theme under engagement. Researchers examined increasing interpersonal interactions ( Cung et al., 2018 ), learner-learner interactions ( Phirangee, 2016 ; Shackelford & Maxwell, 2012 ; Tawfik et al., 2018 ), peer-peer interaction ( Comer et al., 2014 ), learner-instructor interaction ( Kuo et al., 2014 ), learner-content interaction ( Zimmerman, 2012 ), interaction through peer mentoring ( Ruane & Koku, 2014 ), interaction and community building ( Thormann & Fidalgo, 2014 ), and interaction in discussions ( Ruane & Lee, 2016 ; Tibi, 2018 ).

Community. Researchers examined building community in online courses ( Berry, 2017 ), supporting a sense of community ( Jiang, 2017 ), building an online learning community of practice ( Cho, 2016 ), building an academic community ( Glazer & Wanstreet, 2011 ; Nye, 2015 ; Overbaugh & Nickel, 2011 ), and examining connectedness and rapport in an online community ( Bolliger & Inan, 2012 ; Murphy & Rodríguez-Manzanares, 2012 ; Slagter van Tryon & Bishop, 2012 ).

Participation. Researchers examined engagement through participation in a number of studies. Some of the topics include, participation patterns in online discussion ( Marbouti & Wise, 2016 ; Wise et al., 2012 ), participation in MOOCs ( Ahn et al., 2013 ; Saadatmand & Kumpulainen, 2014 ), features that influence students’ online participation ( Rye & Støkken, 2012 ) and active participation.

Collaboration. Researchers examined engagement through collaborative learning. Specific studies focused on cross-cultural collaboration ( Kumi-Yeboah, 2018 ; Yang et al., 2014 ), how virtual teams collaborate ( Verstegen et al., 2018 ), types of collaboration teams ( Wicks et al., 2015 ), tools for collaboration ( Boling et al., 2014 ), and support for collaboration ( Kopp et al., 2012 ).

Involvement. Researchers examined engaging learners through involvement in various learning activities ( Cundell & Sheepy, 2018 ), student engagement through various measures ( Dixson, 2015 ), how instructors included engagement to involve students in learning ( O'Shea et al., 2015 ), different strategies to engage the learner ( Amador & Mederer, 2013 ), and designed emotionally engaging online environments ( Koseoglu & Doering, 2011 ).

Communication. Researchers examined communication in online learning in studies using social network analysis ( Ergün & Usluel, 2016 ), using informal communication tools such as Facebook for class discussion ( Kent, 2013 ), and using various modes of communication ( Cunningham et al., 2010 ; Rowe, 2016 ). Studies have also focused on both asynchronous and synchronous aspects of communication ( Swaggerty & Broemmel, 2017 ; Yamagata-Lynch, 2014 ).

4.2.2. Research on learner characteristics

The second largest theme was learner characteristics. In this review, we explore this further to identify several aspects of learner characteristics. In this review, we categorized the learner characteristics into self-regulation characteristics, motivational characteristics, academic characteristics, affective characteristics, cognitive characteristics, and demographic characteristics. Table 7 provides the number of studies and percentages examining the various learner characteristics.

Research sub-themes on learner characteristics.

Online learning has elements that are different from the traditional face-to-face classroom and so the characteristics of the online learners are also different. Yukselturk and Top (2013) categorized online learner profile into ten aspects: gender, age, work status, self-efficacy, online readiness, self-regulation, participation in discussion list, participation in chat sessions, satisfaction, and achievement. Their categorization shows that there are differences in online learner characteristics in these aspects when compared to learners in other settings. Some of the other aspects such as participation and achievement as discussed by Yukselturk and Top (2013) are discussed in different research themes in this study. The sections below provide examples of the learner characteristics sub-themes that were studied.

Self-regulation. Several researchers have examined self-regulation in online learning. They found that successful online learners are academically motivated ( Artino & Stephens, 2009 ), have academic self-efficacy ( Cho & Shen, 2013 ), have grit and intention to succeed ( Wang & Baker, 2018 ), have time management and elaboration strategies ( Broadbent, 2017 ), set goals and revisit course content ( Kizilcec et al., 2017 ), and persist ( Glazer & Murphy, 2015 ). Researchers found a positive relationship between learner's self-regulation and interaction ( Delen et al., 2014 ) and self-regulation and communication and collaboration ( Barnard et al., 2009 ).

Motivation. Researchers focused on motivation of online learners including different motivation levels of online learners ( Li & Tsai, 2017 ), what motivated online learners ( Chaiprasurt & Esichaikul, 2013 ), differences in motivation of online learners ( Hartnett et al., 2011 ), and motivation when compared to face to face learners ( Paechter & Maier, 2010 ). Harnett et al. (2011) found that online learner motivation was complex, multifaceted, and sensitive to situational conditions.

Academic. Several researchers have focused on academic aspects for online learner characteristics. Readiness for online learning has been examined as an academic factor by several researchers ( Buzdar et al., 2016 ; Dray et al., 2011 ; Wladis & Samuels, 2016 ; Yu, 2018 ) specifically focusing on creating and validating measures to examine online learner readiness including examining students emotional intelligence as a measure of student readiness for online learning. Researchers have also examined other academic factors such as academic standing ( Bradford & Wyatt, 2010 ), course level factors ( Wladis et al., 2014 ) and academic skills in online courses ( Shea & Bidjerano, 2014 ).

Affective. Anderson and Bourke (2013) describe affective characteristics through which learners express feelings or emotions. Several research studies focused on the affective characteristics of online learners. Learner satisfaction for online learning has been examined by several researchers ( Cole et al., 2014 ; Dziuban et al., 2015 ; Kuo et al., 2013 ; Lee, 2014a ) along with examining student emotions towards online assessment ( Kim et al., 2014 ).

Cognitive. Researchers have also examined cognitive aspects of learner characteristics including meta-cognitive skills, cognitive variables, higher-order thinking, cognitive density, and critical thinking ( Chen & Wu, 2012 ; Lee, 2014b ). Lee (2014b) examined the relationship between cognitive presence density and higher-order thinking skills. Chen and Wu (2012) examined the relationship between cognitive and motivational variables in an online system for secondary physical education.

Demographic. Researchers have examined various demographic factors in online learning. Several researchers have examined gender differences in online learning ( Bayeck et al., 2018 ; Lowes et al., 2016 ; Yukselturk & Bulut, 2009 ), ethnicity, age ( Ke & Kwak, 2013 ), and minority status ( Yeboah & Smith, 2016 ) of online learners.

4.2.3. Less frequently studied research themes

While engagement and learner characteristics were studied the most, other themes were less often studied in the literature and are presented here, according to size, with general descriptions of the types of research examined for each.

Evaluation and Quality Assurance. There were 38 studies (6.14%) published in the theme of evaluation and quality assurance. Some of the studies in this theme focused on course quality standards, using quality matters to evaluate quality, using the CIPP model for evaluation, online learning system evaluation, and course and program evaluations.

Course Technologies. There were 35 studies (5.65%) published in the course technologies theme. Some of the studies examined specific technologies such as Edmodo, YouTube, Web 2.0 tools, wikis, Twitter, WebCT, Screencasts, and Web conferencing systems in the online learning context.

Course Facilitation. There were 34 studies (5.49%) published in the course facilitation theme. Some of the studies in this theme examined facilitation strategies and methods, experiences of online facilitators, and online teaching methods.

Institutional Support. There were 33 studies (5.33%) published in the institutional support theme which included support for both the instructor and learner. Some of the studies on instructor support focused on training new online instructors, mentoring programs for faculty, professional development resources for faculty, online adjunct faculty training, and institutional support for online instructors. Studies on learner support focused on learning resources for online students, cognitive and social support for online learners, and help systems for online learner support.

Learner Outcome. There were 32 studies (5.17%) published in the learner outcome theme. Some of the studies that were examined in this theme focused on online learner enrollment, completion, learner dropout, retention, and learner success.

Course Assessment. There were 30 studies (4.85%) published in the course assessment theme. Some of the studies in the course assessment theme examined online exams, peer assessment and peer feedback, proctoring in online exams, and alternative assessments such as eportfolio.

Access, Culture, Equity, Inclusion, and Ethics. There were 29 studies (4.68%) published in the access, culture, equity, inclusion, and ethics theme. Some of the studies in this theme examined online learning across cultures, multi-cultural effectiveness, multi-access, and cultural diversity in online learning.

Leadership, Policy, and Management. There were 27 studies (4.36%) published in the leadership, policy, and management theme. Some of the studies on leadership, policy, and management focused on online learning leaders, stakeholders, strategies for online learning leadership, resource requirements, university policies for online course policies, governance, course ownership, and faculty incentives for online teaching.

Course Design and Development. There were 27 studies (4.36%) published in the course design and development theme. Some of the studies examined in this theme focused on design elements, design issues, design process, design competencies, design considerations, and instructional design in online courses.

Instructor Characteristics. There were 21 studies (3.39%) published in the instructor characteristics theme. Some of the studies in this theme were on motivation and experiences of online instructors, ability to perform online teaching duties, roles of online instructors, and adjunct versus full-time online instructors.

4.3. Research settings and methodology used in the studies

The research methods used in the studies were classified into quantitative, qualitative, and mixed methods ( Harwell, 2012 , pp. 147–163). The research setting was categorized into higher education, continuing education, K-12, and corporate/military. As shown in Table A in the appendix, the vast majority of the publications used higher education as the research setting ( n  = 509, 67.6%). Table B in the appendix shows that approximately half of the studies adopted the quantitative method ( n  = 324, 43.03%), followed by the qualitative method ( n  = 200, 26.56%). Mixed methods account for the smallest portion ( n  = 95, 12.62%).

Table A shows that the patterns of the four research settings were approximately consistent across the 12 themes except for the theme of Leaner Outcome and Institutional Support. Continuing education had a higher relative frequency in Learner Outcome (0.28) and K-12 had a higher relative frequency in Institutional Support (0.33) compared to the frequencies they had in the total themes (0.09 and 0.08 respectively). Table B in the appendix shows that the distribution of the three methods were not consistent across the 12 themes. While quantitative studies and qualitative studies were roughly evenly distributed in Engagement, they had a large discrepancy in Learner Characteristics. There were 100 quantitative studies; however, only 18 qualitative studies published in the theme of Learner Characteristics.

In summary, around 8% of the articles published in the 12 journals focus on online learning. Online learning publications showed a tendency of increase on the whole in the past decade, albeit fluctuated, with the greatest number occurring in 2018. Among the 12 research themes related to online learning, the themes of Engagement and Learner Characteristics were studied the most and the theme of Instructor Characteristics was studied the least. Most studies were conducted in the higher education setting and approximately half of the studies used the quantitative method. Looking at the 12 themes by setting and method, we found that the patterns of the themes by setting or by method were not consistent across the 12 themes.

The quality of our findings was ensured by scientific and thorough searches and coding consistency. The selection of the 12 journals provides evidence of the representativeness and quality of primary studies. In the coding process, any difficulties and questions were resolved by consultations with the research team at bi-weekly meetings, which ensures the intra-rater and interrater reliability of coding. All these approaches guarantee the transparency and replicability of the process and the quality of our results.

5. Discussion

This review enabled us to identify the online learning research themes examined from 2009 to 2018. In the section below, we review the most studied research themes, engagement and learner characteristics along with implications, limitations, and directions for future research.

5.1. Most studied research themes

Three out of the four systematic reviews informing the design of the present study found that online learner characteristics and online engagement were examined in a high number of studies. In this review, about half of the studies reviewed (50.57%) focused on online learner characteristics or online engagement. This shows the continued importance of these two themes. In the Tallent-Runnels et al.’s (2006) study, the learner characteristics theme was identified as least studied for which they state that researchers are beginning to investigate learner characteristics in the early days of online learning.

One of the differences found in this review is that course design and development was examined in the least number of studies in this review compared to two prior systematic reviews ( Berge & Mrozowski, 2001 ; Zawacki-Richter et al., 2009 ). Zawacki-Richter et al. did not use a keyword search but reviewed all the articles in five different distance education journals. Berge and Mrozowski (2001) included a research theme called design issues to include all aspects of instructional systems design in distance education journals. In our study, in addition to course design and development, we also had focused themes on learner outcomes, course facilitation, course assessment and course evaluation. These are all instructional design focused topics and since we had multiple themes focusing on instructional design topics, the course design and development category might have resulted in fewer studies. There is still a need for more studies to focus on online course design and development.

5.2. Least frequently studied research themes

Three out of the four systematic reviews discussed in the opening of this study found management and organization factors to be least studied. In this review, Leadership, Policy, and Management was studied among 4.36% of the studies and Access, Culture, Equity, Inclusion, and Ethics was studied among 4.68% of the studies in the organizational level. The theme on Equity and accessibility was also found to be the least studied theme in the Berge and Mrozowski (2001) study. In addition, instructor characteristics was the least examined research theme among the twelve themes studied in this review. Only 3.39% of the studies were on instructor characteristics. While there were some studies examining instructor motivation and experiences, instructor ability to teach online, online instructor roles, and adjunct versus full-time online instructors, there is still a need to examine topics focused on instructors and online teaching. This theme was not included in the prior reviews as the focus was more on the learner and the course but not on the instructor. While it is helpful to see research evolving on instructor focused topics, there is still a need for more research on the online instructor.

5.3. Comparing research themes from current study to previous studies

The research themes from this review were compared with research themes from previous systematic reviews, which targeted prior decades. Table 8 shows the comparison.

Comparison of most and least studied online learning research themes from current to previous reviews.

L = Learner, C=Course O=Organization.

5.4. Need for more studies on organizational level themes of online learning

In this review there is a greater concentration of studies focused on Learner domain topics, and reduced attention to broader more encompassing research themes that fall into the Course and Organization domains. There is a need for organizational level topics such as Access, Culture, Equity, Inclusion and Ethics, and Leadership, Policy and Management to be researched on within the context of online learning. Examination of access, culture, equity, inclusion and ethics is very important to support diverse online learners, particularly with the rapid expansion of online learning across all educational levels. This was also least studied based on Berge and Mrozowski (2001) systematic review.

The topics on leadership, policy and management were least studied both in this review and also in the Tallent-Runnels et al. (2006) and Zawacki-Richter et al. (2009) study. Tallent-Runnels categorized institutional and administrative aspects into institutional policies, institutional support, and enrollment effects. While we included support as a separate category, in this study leadership, policy and management were combined. There is still a need for research on leadership of those who manage online learning, policies for online education, and managing online programs. In the Zawacki-Richter et al. (2009) study, only a few studies examined management and organization focused topics. They also found management and organization to be strongly correlated with costs and benefits. In our study, costs and benefits were collectively included as an aspect of management and organization and not as a theme by itself. These studies will provide research-based evidence for online education administrators.

6. Limitations

As with any systematic review, there are limitations to the scope of the review. The search is limited to twelve journals in the field that typically include research on online learning. These manuscripts were identified by searching the Education Research Complete database which focuses on education students, professionals, and policymakers. Other discipline-specific journals as well as dissertations and proceedings were not included due to the volume of articles. Also, the search was performed using five search terms “online learning" OR "online teaching" OR "online program" OR "online course" OR “online education” in title and keyword. If authors did not include these terms, their respective work may have been excluded from this review even if it focused on online learning. While these terms are commonly used in North America, it may not be commonly used in other parts of the world. Additional studies may exist outside this scope.

The search strategy also affected how we presented results and introduced limitations regarding generalization. We identified that only 8% of the articles published in these journals were related to online learning; however, given the use of search terms to identify articles within select journals it was not feasible to identify the total number of research-based articles in the population. Furthermore, our review focused on the topics and general methods of research and did not systematically consider the quality of the published research. Lastly, some journals may have preferences for publishing studies on a particular topic or that use a particular method (e.g., quantitative methods), which introduces possible selection and publication biases which may skew the interpretation of results due to over/under representation. Future studies are recommended to include more journals to minimize the selection bias and obtain a more representative sample.

Certain limitations can be attributed to the coding process. Overall, the coding process for this review worked well for most articles, as each tended to have an individual or dominant focus as described in the abstracts, though several did mention other categories which likely were simultaneously considered to a lesser degree. However, in some cases, a dominant theme was not as apparent and an effort to create mutually exclusive groups for clearer interpretation the coders were occasionally forced to choose between two categories. To facilitate this coding, the full-texts were used to identify a study focus through a consensus seeking discussion among all authors. Likewise, some studies focused on topics that we have associated with a particular domain, but the design of the study may have promoted an aggregated examination or integrated factors from multiple domains (e.g., engagement). Due to our reliance on author descriptions, the impact of construct validity is likely a concern that requires additional exploration. Our final grouping of codes may not have aligned with the original author's description in the abstract. Additionally, coding of broader constructs which disproportionately occur in the Learner domain, such as learner outcomes, learner characteristics, and engagement, likely introduced bias towards these codes when considering studies that involved multiple domains. Additional refinement to explore the intersection of domains within studies is needed.

7. Implications and future research

One of the strengths of this review is the research categories we have identified. We hope these categories will support future researchers and identify areas and levels of need for future research. Overall, there is some agreement on research themes on online learning research among previous reviews and this one, at the same time there are some contradicting findings. We hope the most-researched themes and least-researched themes provide authors a direction on the importance of research and areas of need to focus on.

The leading themes found in this review is online engagement research. However, presentation of this research was inconsistent, and often lacked specificity. This is not unique to online environments, but the nuances of defining engagement in an online environment are unique and therefore need further investigation and clarification. This review points to seven distinct classifications of online engagement. Further research on engagement should indicate which type of engagement is sought. This level of specificity is necessary to establish instruments for measuring engagement and ultimately testing frameworks for classifying engagement and promoting it in online environments. Also, it might be of importance to examine the relationship between these seven sub-themes of engagement.

Additionally, this review highlights growing attention to learner characteristics, which constitutes a shift in focus away from instructional characteristics and course design. Although this is consistent with the focus on engagement, the role of the instructor, and course design with respect to these outcomes remains important. Results of the learner characteristics and engagement research paired with course design will have important ramifications for the use of teaching and learning professionals who support instruction. Additionally, the review also points to a concentration of research in the area of higher education. With an immediate and growing emphasis on online learning in K-12 and corporate settings, there is a critical need for further investigation in these settings.

Lastly, because the present review did not focus on the overall effect of interventions, opportunities exist for dedicated meta-analyses. Particular attention to research on engagement and learner characteristics as well as how these vary by study design and outcomes would be logical additions to the research literature.

8. Conclusion

This systematic review builds upon three previous reviews which tackled the topic of online learning between 1990 and 2010 by extending the timeframe to consider the most recent set of published research. Covering the most recent decade, our review of 619 articles from 12 leading online learning journal points to a more concentrated focus on the learner domain including engagement and learner characteristics, with more limited attention to topics pertaining to the classroom or organizational level. The review highlights an opportunity for the field to clarify terminology concerning online learning research, particularly in the areas of learner outcomes where there is a tendency to classify research more generally (e.g., engagement). Using this sample of published literature, we provide a possible taxonomy for categorizing this research using subcategories. The field could benefit from a broader conversation about how these categories can shape a comprehensive framework for online learning research. Such efforts will enable the field to effectively prioritize research aims over time and synthesize effects.

Credit author statement

Florence Martin: Conceptualization; Writing - original draft, Writing - review & editing Preparation, Supervision, Project administration. Ting Sun: Methodology, Formal analysis, Writing - original draft, Writing - review & editing. Carl Westine: Methodology, Formal analysis, Writing - original draft, Writing - review & editing, Supervision

This research did not receive any specific grant from funding agencies in the public, commercial, or not-for-profit sectors.

1 Includes articles that are cited in this manuscript and also included in the systematic review. The entire list of 619 articles used in the systematic review can be obtained by emailing the authors.*

Appendix B Supplementary data to this article can be found online at https://doi.org/10.1016/j.compedu.2020.104009 .

Appendix A. 

Research Themes by the Settings in the Online Learning Publications

Research Themes by the Methodology in the Online Learning Publications

Appendix B. Supplementary data

The following are the Supplementary data to this article:

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New study finds that Black and Latinx youth online engagement can foster a positive sense of self

Building on data from a project led by USC Rossier professor Brendesha Tynes, Naila Smith is the lead author of a new research paper that examines how online spaces created by Black and Latinx youth benefit their ethnic-racial identity development.

With social media use among many youth nearly constant, we often read reports of the adversities that young people encounter online, from impacts on their mental health to the dangers that meeting malicious strangers in real life can pose. While the negative effects of social media usage for teens should not be discounted, there are some benefits for Black and Latinx youth in particular as they navigate their ethnic-racial identity (ERI) online. Brendesha M. Tynes, Dean's Professor of Educational Equity at the USC Rossier School of Education, is a co-author of a newly published article led by Naila A. Smith, assistant professor of education at the University of Virginia, and supported by Daisy E. Camacho-Thompson, that shows how the race/ethnic- and civic-related online experiences of Black and Latinx adolescents are connected to their ERI development.

Black and Latinx youth tend to spend more time engaged online than their White peers, and they also spend more time than youth of other ethnic-racial groups making sense of what their ERI means to them and engaging civically and politically online. Exploring and seeking out information about one’s race/ethnicity, refining how one understands one’s race/ethnicity, and feeling positively or negatively about one’s race/ethnicity are factors in ERI development. 

Research on Black and Latinx adolescents’ online experiences has shown that they do face additional risks such as online racial discrimination and hate and viewing traumatic racial content. Online social connection can help Black and Latinx youth cultivate a sense of belonging to a social group that may help them make meaning of their identity as they encounter some of the harms in online spaces. This newly published article builds on some of Tynes’ previous work about how content youth are exposed to online impacts their ERI exploration.

Using data from the Teen Life Online and in Schools Project (TLOS), which Tynes directs, Smith and her team found that youth who can establish relationships online with friends of the same race/ethnicity experience more adaptive outcomes over time, meaning that in fostering online relationships with same-age, same ethnic/racial group peers these young people can better cope with some of the harmful information that they encounter online. 

Tynes’s TLOS data was one of the first datasets to investigate teens' online experiences across multiple years (three years) using both survey and interview data and a multi-racial sample of adolescents. While Tynes created the dataset, her collaborators and mentees led studies that were not previously included in the original proposal. 

Smith’s research interests include the development of racial and ethnically minoritized youth over time. She was curious about youths’ experiences in the online space over time and sought to examine the role of socio-cultural resources and assets in the experiences of Black and Latinx youth.  

“I was really interested in examining what factors contributed to ethnic-racial identity development, which is a sociocultural asset for Black and Latinx youth. In examining aspects of youths’ race- and civic-related online experiences and looking at how young people curate or create online spaces that meet their needs, we were able to show that there are these different ways that Black and Latinx adolescents are engaging online in their exploration of their world and their ethnic-racial background,” said Smith.

The study also found that earlier online activity is connected with ERI development one year later, meaning that race and civic-related online activities are important for young people’s feelings and behaviors in terms of their future ERI. Having a clearer idea of what their ERI means to Black and Latinx youth is associated with having better outcomes academically and mental health benefits.

“A major goal of the TLOS Project was to see what cultural resources youth bring to online spaces that might buffer them from some of the negative outcomes we might see that have been published in journals and in news articles. I wanted to paint a more holistic view of young people’s experiences online,” said Tynes. “Most of what we have published has been on the negative side, but I’m excited to have this manuscript focus on the positive experiences that young people are having online.” 

Smith started her collaboration with Tynes because of her advocacy for students and her deep knowledge of youth development. The two met at an academic conference when Smith was a graduate student.

“I wanted to meet Brendesha specifically because she was the foremost scholar on the online experiences of Black and Latinx youth, and I wanted to develop my expertise in the role of the internet in youth development. Her tremendous productivity and creativity are built on deep knowledge of a wide range of fields that inform her innovation in thinking about how we can support Black and Brown youth in their development specifically in online spaces,” concluded Smith. 

Smith and her co-authors want teachers and parents to know that Black and Latinx youth can benefit positively from the time they spend online, and that access to online information and experiences can support meaningful identity exploration. According to Smith, parents and teachers can help guide youth in their online ERI exploration and engage them in conversations about what they are learning to help them process the information that they are consuming. In schools where Black and Latinx youth may be in the minority or where they may not have access to materials in the curriculum that allow them to learn about their cultures and identities, supporting online activities around ERI is even more critical.

“With new laws banning certain books or talking about Black people’s history in the classroom in some states, people have to make an effort to make sure that kids are getting what they need to explore who they are,” said Tynes. “The digital literacy that young people need to sift through stereotypes and misinformation about their racial-ethnic group becomes more important in these places where the students cannot rely on their teachers to provide accurate information.”

The team’s findings may be used to support the creation of interventions to help adolescents create and curate online spaces where they can meet peers in their age range and ethnic/racial groups to help them with their relationship-building skills.

“Instead of the internet being a place where people are in constant danger, youth can craft spaces where their experiences are actually beneficial for their development, and these young people are doing that on their own,” said Tynes . “Parents and educators can support that exploration and provide guidance.”

Tynes is supporting that guidance by building a digital literacy and mental health intervention with a $4.6 million Transformational Research Award NIH grant. With the funds, Tynes seeks to research and provide adolescents with tools to cope with the negative messages they receive online and the skills to use digital media as a tool to excel in school. Tynes’s goal is to help youth thrive in their everyday lives as they navigate digital spaces. The newly designed, first-of-its-kind platform will have several modules and virtual reality experiences to help adolescents practice how to respond to some of their experiences online. The alpha version of this intervention is scheduled to launch in September 2024.

Brendesha Tynes

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April 4, 2024

Annual conference challenges presenters to dismantle racial injustice and construct educational possibilities

The 2024 American Educational Research Association Conference to feature over five-dozen USC Rossier scholars.

Yasemin Copur-Gencturk named Katzman/Ernst Chair for Educational Entrepreneurship, Technology and Innovation

As chair, Copur-Gencturk will work to address the underlying causes of inequity in the K–12 education system and create an environment that produces stronger educational outcomes for all.

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March 28, 2024

Center for Education, Identity and Social Justice hosts USC Hybrid High students for visit and releases report on study of the school

The final report finds students’ sense of belonging to their high school and college declines after graduation and provides recommendations to improve student support.

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How to win the citation game without becoming a cynic

Boosting your publication metrics need not come at the expense of your integrity if you bear in mind these 10 tips, says adrian furnham.

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For all the attempts to rein it in, publish or perish culture still prevails in academia.

The game is more accurately described, however, as get cited or perish. Comparing individuals on “productivity and impact” statistics, such as Google Scholar’s various metrics , may be statistically and ethically questionable, but it is just too easy for most managers to resist.

So what to do? Some cynics will, of course, try to game the system. You don’t want to be a cynic. But we are all competing against them for jobs and promotions – and, besides, we all want our work to be read and referenced.

So is it possible to improve your citation metrics without compromising either your research or your principles? I think it is. Puzzled about why some of my best papers (in my view) had modest citations while others that verged on what academics like to dismiss as “somewhat trivial” did well, I did some research into scientometrics and studied the impact of my friends. My conclusion is that while chance plays a role and very deliberate actions to attempt to boost one’s metrics backfire, small changes in focus and strategy can reap serious rewards.

Below are the 10 observations I now make to my psychology PhD students. Some may not apply in the arts or hard sciences, but I think most do.

• Publishing in high-impact journals may impress peers and committees, but it in no way guarantees high citations. None of my 50 top-cited papers are in the highest impact journals in their area.
• Relatedly, innovative studies, which are often highly cited, are more difficult to get published. The “top journals” are often deeply conservative, particularly with respect to methodology. Only a minority of editors are prepared to risk publishing papers that open up new areas of research or use unorthodox methods.
• While journals do not determine citations, it is also true that the narrower a journal is in terms of focus, method or theory, the fewer citations its contents are likely to attract. Such journals are usually read only by those particularly interested in that area – who can exhibit rather cult-like behaviours. Choose general journals in better-cited disciplines for most impact.
• Don’t put all your eggs in one basket, either. Some academics begin the whole research process with a particular journal in mind. Others publish most of their work in the same journal. This may be classified as a “targeting approach”, trying to reach those most interested in the topic in the venues it is most discussed. But a change of editor or board can radically affect a journal’s focus and destabilise its readership. Better to spread papers across journals, publishers and countries: they will attract new readers.
• Beware predatory journals, though. There has been a staggering growth in open access journals whose often impressive titles and promises belie their total lack of meaningful quality control. Reputable citation databases rightly exclude them, so it’s worth the investment of scrutiny to ensure that your paper (and your reputation) does not disappear into a black hole. I have failed a few times to do this and regretted it.
• Aim also to publish good reviews as frequently as good papers. Summing up and critiquing a whole area of research, via a meta-analysis, structured review or historical analysis, is typically better cited even than an important new empirical contribution to that field. Five of my top 20 most highly cited papers fall into this category.
• Another good tactic is to develop, validate and publish a measure in a new area (even one that others then have to buy). Researchers often have a choice of tools and analytic methods – in my world, tests, procedures and statistical methods – but in new fields they are sometimes at a loss. Why not fill the void? For years, the top citation in psychology was a stats textbook, for instance. My most-cited paper concerns the development of a test, at the right time and on the right topic.
• By contrast, be wary about wading into a new field too far behind the curve. However good they are, papers published at the tail end of a disciplinary fashion, fad or folderol are less cited. To gauge what stage trends are at, plot the increase in papers. Don’t invest if the graph is too steep: you will get lost in the avalanche.
• Be a little wary of books, too. Many authorities stress that books and chapters are “not peer-reviewed”, so are not worthy grounds for recruitment or promotion. Nor do they generally accrue lots of citations. Only a handful of the more than 90 books I have written and only one of my 100 or so chapters are among my 100 most-cited publications.
• Books are also hard, lonely work. A less onerous route to citations, especially in early career, is to join some productive teams and become known as a reliable team player with useful expertise.

That you get cited no matter how many co-authors there are does attract social loafers, of course – but cynics are always around in academia. To avoid being beaten by them, become familiar with the game and play it to the extent that you can while still keeping the pursuit of knowledge, not credit points, as your primary motivation.

Adrian Furnham is an adjunct professor in the department of leadership and organisational behaviour at the Norwegian Business School. He has an h-index of 188.

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Fall 2024 CSCI Special Topics Courses

Cloud computing.

Meeting Time: 09:45 AM‑11:00 AM TTh  Instructor: Ali Anwar Course Description: Cloud computing serves many large-scale applications ranging from search engines like Google to social networking websites like Facebook to online stores like Amazon. More recently, cloud computing has emerged as an essential technology to enable emerging fields such as Artificial Intelligence (AI), the Internet of Things (IoT), and Machine Learning. The exponential growth of data availability and demands for security and speed has made the cloud computing paradigm necessary for reliable, financially economical, and scalable computation. The dynamicity and flexibility of Cloud computing have opened up many new forms of deploying applications on infrastructure that cloud service providers offer, such as renting of computation resources and serverless computing.    This course will cover the fundamentals of cloud services management and cloud software development, including but not limited to design patterns, application programming interfaces, and underlying middleware technologies. More specifically, we will cover the topics of cloud computing service models, data centers resource management, task scheduling, resource virtualization, SLAs, cloud security, software defined networks and storage, cloud storage, and programming models. We will also discuss data center design and management strategies, which enable the economic and technological benefits of cloud computing. Lastly, we will study cloud storage concepts like data distribution, durability, consistency, and redundancy. Registration Prerequisites: CS upper div, CompE upper div., EE upper div., EE grad, ITI upper div., Univ. honors student, or dept. permission; no cr for grads in CSci. Complete the following Google form to request a permission number from the instructor ( https://forms.gle/6BvbUwEkBK41tPJ17 ).

CSCI 5980/8980 

Machine learning for healthcare: concepts and applications.

Meeting Time: 11:15 AM‑12:30 PM TTh  Instructor: Yogatheesan Varatharajah Course Description: Machine Learning is transforming healthcare. This course will introduce students to a range of healthcare problems that can be tackled using machine learning, different health data modalities, relevant machine learning paradigms, and the unique challenges presented by healthcare applications. Applications we will cover include risk stratification, disease progression modeling, precision medicine, diagnosis, prognosis, subtype discovery, and improving clinical workflows. We will also cover research topics such as explainability, causality, trust, robustness, and fairness.

Registration Prerequisites: CSCI 5521 or equivalent. Complete the following Google form to request a permission number from the instructor ( https://forms.gle/z8X9pVZfCWMpQQ6o6  ).

Visualization with AI

Meeting Time: 04:00 PM‑05:15 PM TTh  Instructor: Qianwen Wang Course Description: This course aims to investigate how visualization techniques and AI technologies work together to enhance understanding, insights, or outcomes.

This is a seminar style course consisting of lectures, paper presentation, and interactive discussion of the selected papers. Students will also work on a group project where they propose a research idea, survey related studies, and present initial results.

This course will cover the application of visualization to better understand AI models and data, and the use of AI to improve visualization processes. Readings for the course cover papers from the top venues of AI, Visualization, and HCI, topics including AI explainability, reliability, and Human-AI collaboration.    This course is designed for PhD students, Masters students, and advanced undergraduates who want to dig into research.

Registration Prerequisites: Complete the following Google form to request a permission number from the instructor ( https://forms.gle/YTF5EZFUbQRJhHBYA  ). Although the class is primarily intended for PhD students, motivated juniors/seniors and MS students who are interested in this topic are welcome to apply, ensuring they detail their qualifications for the course.

Visualizations for Intelligent AR Systems

Meeting Time: 04:00 PM‑05:15 PM MW  Instructor: Zhu-Tian Chen Course Description: This course aims to explore the role of Data Visualization as a pivotal interface for enhancing human-data and human-AI interactions within Augmented Reality (AR) systems, thereby transforming a broad spectrum of activities in both professional and daily contexts. Structured as a seminar, the course consists of two main components: the theoretical and conceptual foundations delivered through lectures, paper readings, and discussions; and the hands-on experience gained through small assignments and group projects. This class is designed to be highly interactive, and AR devices will be provided to facilitate hands-on learning.    Participants will have the opportunity to experience AR systems, develop cutting-edge AR interfaces, explore AI integration, and apply human-centric design principles. The course is designed to advance students' technical skills in AR and AI, as well as their understanding of how these technologies can be leveraged to enrich human experiences across various domains. Students will be encouraged to create innovative projects with the potential for submission to research conferences.

Registration Prerequisites: Complete the following Google form to request a permission number from the instructor ( https://forms.gle/Y81FGaJivoqMQYtq5 ). Students are expected to have a solid foundation in either data visualization, computer graphics, computer vision, or HCI. Having expertise in all would be perfect! However, a robust interest and eagerness to delve into these subjects can be equally valuable, even though it means you need to learn some basic concepts independently.

Sustainable Computing: A Systems View

Meeting Time: 09:45 AM‑11:00 AM  Instructor: Abhishek Chandra Course Description: In recent years, there has been a dramatic increase in the pervasiveness, scale, and distribution of computing infrastructure: ranging from cloud, HPC systems, and data centers to edge computing and pervasive computing in the form of micro-data centers, mobile phones, sensors, and IoT devices embedded in the environment around us. The growing amount of computing, storage, and networking demand leads to increased energy usage, carbon emissions, and natural resource consumption. To reduce their environmental impact, there is a growing need to make computing systems sustainable. In this course, we will examine sustainable computing from a systems perspective. We will examine a number of questions:   • How can we design and build sustainable computing systems?   • How can we manage resources efficiently?   • What system software and algorithms can reduce computational needs?    Topics of interest would include:   • Sustainable system design and architectures   • Sustainability-aware systems software and management   • Sustainability in large-scale distributed computing (clouds, data centers, HPC)   • Sustainability in dispersed computing (edge, mobile computing, sensors/IoT)

Registration Prerequisites: This course is targeted towards students with a strong interest in computer systems (Operating Systems, Distributed Systems, Networking, Databases, etc.). Background in Operating Systems (Equivalent of CSCI 5103) and basic understanding of Computer Networking (Equivalent of CSCI 4211) is required.

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