1. Introduction
The COVID-19 pandemic had a significant impact on global educational environments, especially in higher education [
1]. In response to health regulations and social distancing measures, the deployment of hybrid learning environments (HLEs) and online learning environments increased [
2]. HLEs have different forms, but synchronous hybrid learning environments (SHLEs) emerged as a particularly popular solution, especially during the COVID-19 pandemic as a trade-off to meet health regulations [
3]. These environments allow students to attend classes both online and onsite in real time, providing greater flexibility in learning and better access to educational resources regardless of their physical location [
4]. Therefore, the use of SHLEs is not restricted to situations where social distancing restrictions apply but can be beneficial to make access to formal learning more flexible than in traditional educational settings. However, while SHLEs have the potential to support education, they also pose important challenges. For example, the implementation of these environments requires significant investment in technology, infrastructure, and teacher training to ensure an effective learning experience [
3]. In the related article by Raes et al. [
3], the authors conducted an in-depth study of various SHLEs, contributing further to a better understanding of their complexities and possibilities. Despite the advantages of SHLEs, more research is needed to better understand their impact on student learning and performance as well as to identify best practices in their implementation [
5]. This will enable educational institutions to make more informed and effective decisions about how to adapt to the educational challenges posed by the pandemic and to implement more effective long-term learning environments.
SHLEs can be combined with additional technology to collect, process, and provide supplementary information to the teacher, with the aim of enhancing and making learning more flexible. The environments that employ this technology are referred to as smart learning environments (SLEs) [
6]. In these environments, technology plays three key roles: sensing—obtaining data such as audio or positioning; analyzing—processing those data; and reacting—using those data to support teachers and students with their pedagogical activities [
7]. Key features of SLEs include adaptability, which enables the personalization of learning to meet the individual needs of students; traceability, which allows educators to make informed decisions by monitoring and analyzing data on student performance; and real-time interaction, which enables the real-time completion of tasks and access to educational resources from anywhere at any time [
7]. However, the application of SLEs also has disadvantages. For example, their costs can be high due to the need for additional technology and resources. In addition, technical glitches can disrupt learning and create frustration for students and teachers. There are also issues related to the privacy and security of personal data collected and used by SLEs [
5]. Overall, the implementation of SLEs can provide significant benefits in the personalization of learning, informed decision making, and access to educational resources. However, these benefits must be balanced with the constraints and considerations of security, privacy, and teacher agency to ensure the effective and sustainable implementation of SLEs.
This study proposes the concept of smart synchronous hybrid learning environments (SSHLEs) by bringing together the advantages of synchronous hybrid learning environments (SHLEs) and smart learning environments (SLEs). SSHLEs enable students to interact synchronously from different locations. Therefore, SSHLEs can offer greater adaptability and support more complex learning experiences [
8]. However, the implementation of SSHLEs also presents challenges inherited from SLEs and SHLEs, including the high cost of additional technology and resources required, possible technical issues, and privacy and security concerns [
9]. In conclusion, SSHLEs offer a promising approach to enhance the effectiveness of SHLEs, although they are not free from problems related to the methodology used by the teacher, especially when implementing complex strategies such as active learning and collaborative learning [
3]. In the context of SSHLEs, enacting collaborative learning situations is particularly challenging because of the complexity involved in coordinating students and ensuring that activities are carried out effectively. Collaborative learning involves a joint intellectual effort by teachers and/or students to carry out activities in a group of two or more [
10]. Collaborative learning can be a valuable approach for fostering teamwork and enhancing students’ learning. However, this type of learning requires careful planning and organization on the part of the teacher to ensure its effectiveness [
11], and adding technology into the mix may lead to an increased workload. The
workload refers to the combination of mental, physical, and temporal demands imposed on an individual by a task, and it concerns the individual’s task effort, frustration, and performance [
12]. A high workload can impact the success of collaborative learning and can be affected by various factors, such as the teacher’s level of experience, the type of activity, and the group size [
13]. Therefore, teachers and students must receive the appropriate training and support to plan and effectively manage collaborative learning in SSHLEs [
14]. Additionally, technology can play a significant role in facilitating this type of learning, providing tools and resources for collaboration and communication between students and teachers [
15].
Moreover, it is important to consider that the addition of new elements into the educational environment, particularly the different types of technology needed to implement SSHLEs, can have an impact on teacher agency [
16].
Teacher agency refers to the experiences, professional training, resources, culture, social structure, and environment that influence the teacher’s decision-making process [
17]. Therefore, any limitations to teacher agency may not only reduce the teacher’s ability to make effective decisions but also negatively affect students’ performance [
18]. To mitigate these problems, it is important to implement SSHLEs carefully and strategically, considering not only the technological benefits but also the impacts on the educational process and teacher agency.
The main contribution sought in this study was to find the factors that influence the workload of the teacher and students and teacher agency in the particular context of the implementation of collaborative learning situations in SSHLEs. This contribution is novel because it addresses scenarios not featured in the related literature and is complemented by different analyses of these scenarios. To this end, two research questions were posed:
RQ1: What factors influence the workload of the teacher and students in SSHLEs that support collaborative learning situations?
RQ2: What factors influence teacher agency in SSHLEs that support collaborative learning situations?
2. Materials and Methods
This section lays out the foundation of the research process. It provides an explanation of the methodological approaches taken in this study, thus providing the necessary context for understanding the findings and subsequent conclusions.
2.1. Design
Three experiments developed in SSHLEs that included collaborative learning situations were designed. Specifically, a collaborative learning flow pattern (CLFP) called jigsaw [
19] was used in two of these experiments, which were adapted from [
20], with the objective of measuring the workload and teacher agency in SSHLEs. The jigsaw pattern involves dividing a topic into subtopics, assigning each student a subtopic in which to become an expert, and then grouping experts of each subtopic together to teach each other the various subtopics. To this end, the jigsaw pattern is divided into three jigsaw phases (JPs), as shown in
Figure 1.
The first phase of the jigsaw (JP1) is the individual phase. In this phase, the teacher chooses a topic to be addressed and divides it into various subtopics (3 or 4, for example). Subsequently, each student is assigned one of these subtopics, ensuring that approximately the same number of students cover the same subtopic. Once students receive their subtopic, they are given documents with which to learn about the subtopic. This task can be assigned as homework, as it is an individual task.
The second phase of the jigsaw (JP2) is the expert phase. In this phase, students are grouped according to their subtopic, with the potential for more than one group covering the same subtopic. Additionally, all group members are in the same environment, either all online or all onsite, which is one of the major differences compared to a standard jigsaw CLFP. Each group needs to tackle the problems presented that are related to their subtopic.
The third and final phase of the jigsaw (JP3) is the jigsaw phase. In this phase, groups are formed, each of which must include at least one expert on each subtopic. On this occasion, there is a mix of online and onsite students within the same group. In this phase, the groups need to address problems requiring knowledge of all subtopics to be solved.
2.2. Data Collection
Several sources were used for data collection. Logs of the various applications used in each experiment along with the recording and transcription of classes were the first sources of data. These resources showed the number and timing of the teacher interactions with both online and onsite students. Observations of the teachers’ actions also helped triangulate the information on the workload collected through the questionnaires. The flow between teachers, students, and technology was modeled using epistemic network analysis (ENA) [
21]. ENA aided in visualizing the structure of connections between codes in the flow data via dynamic network models. The work of Amarasinghe et al. [
22] was used as a reference to define these codes due to the great similarity between the design of our experiments and theirs. This in turn allowed a better comparison with other similar works. The activities linked to each code can be seen in
Table 1. Another source used was a questionnaire to measure workload. This questionnaire consisted of the model proposed by NASA-TLX [
23], with 6 questions on a scale of 1 to 100, 15 questions of pairwise comparisons among factors to extract variation, a set of demographic questions, and other questions about the activity to facilitate correlation. Another data collection source used herein was the teacher agency questionnaire. The teacher agency questionnaire was based on the work of Hull et al. [
24], which is one of the few main articles addressing teacher agency. The main objective of the teacher agency questionnaire was to compare the perception that teachers have of their agency before and after implementing the SSHLE. The teacher agency questionnaire comprised 17 questions concerning certain factors of teacher agency. The teacher was required to respond on a scale of 1 to 5, indicating how much they agreed with each statement. Questions could be framed positively or negatively; thus, a score of 5 on a positive question implied a higher level of agency, whereas a score of 5 on a negative question indicated a lower level of agency. Interviews with teachers were the final source of data collection. Interviews were designed to obtain the data that could not be obtained through the questionnaires and to provide a deeper insight into the teachers’ perceptions of workload and agency. This interview was based on the evaluation concepts proposed by Stake and Jorrín-Abellán [
25].
These data sources were used during each experiment. The teacher agency questionnaire was completed before the design of the jigsaw activity and after the activity was carried out. The interview was conducted either before the jigsaw activity or after it concluded. The class recording, transcription, and log collection were conducted during the jigsaw activity. Finally, the workload questionnaire was completed at the end of the jigsaw activity, by both students and the teacher (except in one experiment). The organization and usage of these sources during the experiments is explained in
Figure 2.
2.3. Experiments
The three experiments conducted are summarized in
Table 2. The first experiment was conducted at the Catholic University of Louvain (KU Leuven, Belgium) due to their experience in SSHLEs and the availability of classrooms with the appropriate technology for these environments [
3]. The aim of this experiment was to study a SSHLE, in this case a classroom with the greater incorporation of specific technology to cover hybrid learning, where the teacher and students had more experience in this type of environment. The experiment was carried out during a session of the university course where a collaborative learning situation was to be implemented. There were no restrictions for participating in this session, and so all the students registered in this course were able to participate. This session lasted 2 h and was attended by 22 online students and 24 onsite students. The software WeConnect was used to support this SSHLE [
26]. WeConnect includes participation measures, user profile identification, and tools for group management. In this experiment, the teacher completed the teacher agency questionnaire before beginning the design of the experiment. The second part consisted of three collaborative activities, which could not follow the jigsaw pattern because it did not fit into the design of the session created by the teacher. Instead, students solved three problems in groups of four (homogeneous groups: all students were either online or onsite). The information on the activity was recorded. In the end, only the teacher filled in the workload questionnaire, as the university regulations did not allow the collection of student information when it came to an external experiment. After this, the teacher completed the teacher agency questionnaire and the interview.
The second experiment was conducted at Universidad Carlos III de Madrid (UC3M, Spain) and involved participants from Universidad de Valladolid (UVa, Spain); Universitat Pompeu Fabra (UPF, Spain); and UC3M. The aim of this experiment was to study a classroom with typically available technologies (blackboard, projector, speakers, and computers) transformed into a SSHLE with the addition of supporting software. To achieve this, a one-hour workshop was carried out with online (6 students) and onsite (11 students) participants in this classroom. An open call was launched, seeking individuals from collaborating universities to participate in this workshop, with no restrictions placed on participation. The software Engageli was used to support this SSHLE [
27]. Engageli supports communication between teachers and students and provides the teacher with different measures, such as student participation (based on speaking time, resource usage, etc.). In addition, Engageli supports collaboration with virtual tables, collaborative work environments, and group resource management. The teacher completed the teacher agency questionnaire before we started the design of the experiment. An interview was conducted with the teacher in the first part of the experiment. The second part consisted in the implementation of a jigsaw on the theme of user-centered design. The information about the activity was collected from the recording of the Engageli session and the transcription of an observer in the classroom. In the end, both students and the teacher completed the workload questionnaire. After this, the teacher completed the teacher agency questionnaire.
The last experiment was conducted at UC3M and involved participants from UVa and UC3M. The aim of this experiment was to study and repeat the approach of the second experiment, a simple classroom transformed into an SSHLE with the addition of software to support it, but with participants and a teacher more familiar with SSHLEs. This experiment was intended to collect information from participants with greater experience in these environments for a more effective comparison. A one-hour workshop was planned with 3 online students and 9 onsite students. An open call was launched, seeking individuals from collaborating universities to participate in this workshop, with no restrictions placed on participation. The software Engageli was also used to support this SSHLE, and the teacher had gained more experience, having already participated in Experiment 2. The teacher completed the teacher agency questionnaire before starting the design process and performed the interview at the end of the experiment. The second part consisted of a jigsaw focused on the study of research paradigms. The activity information was collected from the recording of the Engageli session and a recording in the classroom. In the end, both the students and the teacher completed the workload questionnaire. After this, the teacher completed the teacher agency questionnaire and carried out the interview.
4. Discussion
This paper proposed two research questions, and to address them three experiments using SSHLEs to support collaborative learning situations were carried out. The first research question, “What factors influence the workload of the teacher and students in SSHLEs that support collaborative learning situations?”, was answered with the NASA-TLX questionnaire and the ENA model, complemented with teacher interviews.
The NASA-TXL questionnaire was used to obtain values for different factors that affected workload. The workload of the teachers in each experiment was, respectively, 50, 60.67, and 76. The teacher from Experiment 1 was asked in an interview about possible factors that could have affected her workload. She indicated that she had extensive experience in this type of class and did not find it difficult to conduct hybrid classes as long as she had the appropriate technologies. The other two experiments presented a greater workload than the first. From interviews conducted with the teacher and comments made in the NASA-TLX questionnaire, it was deduced that the main problems encountered were the noise generated during JP3 with the hybrid groups, technical problems, the need for more time to carry out the activities, and the lack of experience of the teacher with SSHLEs. No studies were found that have used the NASA-TLX questionnaire to measure teacher workload in SHLEs or collaborative learning. The study most similar to ours was that of Prieto et al. [
28], which measured the workload of teachers in technology-enhanced classrooms. In this study, the teachers provided scores of 53.3 (out of 100) in one session and 56.3 (out of 100) in another session, which could serve as a reference to measure workload in environments with a strong presence of technology like SSHLEs. It was also observed that in these experiments, incorporating collaborative learning and conducting it within an SSHLE increased the workload by between 5 and 20 points, but further research is needed for a broader perspective.
The students had an average workload score of 50.66 and 50.94. These values were within the medium range for workload (40–60) [
23]. No studies were found that used the NASA-TLX questionnaire to measure the workload of students in hybrid environments carrying out collaborative activities. The closest study was that of Zhang et al. [
29], who measured workload in an onsite class using different collaboration strategies. The results of the study by Zhang et al. (38.94) presented lower values than those obtained in our experiments. It was observed in this case that conducting collaborative activities within an SSHLE increased the workload by approximately 12 points, but further research is needed for a more comprehensive view.
Regarding the ENAs, pairwise comparisons were carried out for the easier comprehension of the differences. A stronger relationship between announcements and tool usage could be observed in Experiment 1 after comparing Experiments 1 and 2 (
Figure 6). This was due to the fact that in Experiment 1 the students hardly initiated any interaction with the teacher, and she had to monitor the class progress through the tool. In contrast, Experiment 2 showed a strong relationship between class interaction and hybrid groups. This was due to the teacher requesting general information and, if there was a problem, assisting the indicated group. In both experiments, the teacher made extensive use of the tool. This action often became the pivot among other options, that is, after performing one action, the use of the tool was typically involved. This made the use of the tool a key factor from the workload perspective.
In the comparison between Experiment 1 and Experiment 3 (
Figure 7), the same difference could be observed as in the previous comparison. Experiment 1 had a stronger relationship between class announcements and tool usage. Experiment 3 had a greater relationship between the perception of the class and interaction with the different groups. This may have been due to the fact that the teacher already had more experience, and with a general overview, she was able to see where her presence was required. In this case, the most frequently used action was perceiving the state of the class; therefore, if this action were performed easily and quickly, it would decrease the workload.
The two experiments conducted by the same teacher, Experiment 2 and Experiment 3, were also compared (
Figure 8). In this comparison, as was the case in the first of these comparisons (
Figure 6), the relationship between class interaction and hybrid group interaction in Experiment 2 stood out. In contrast, Experiment 3 was distinguished by its individual onsite interactions with the class and the perception of online groups. Individual onsite interactions occurred when the teacher asked the class for information and a student responded with a problem, so the teacher assisted them individually. The interaction with online groups related to perception was due to the teacher assisting the group when she noticed a problem with any group using the tool. In this comparison, the most frequently performed action was interaction with the class. This action is crucial and should be carried out effectively for all students, whether they are online or onsite. Providing the appropriate tools to carry out this action is crucial for conducting activities in SSHLEs. Moreover, ensuring these tools do not increase the workload is a challenge.
An analysis of the NASA-TLX questionnaire, the ENA model, and the interviews revealed several key factors impacting the workload of these experiments. One of these factors was task complexity. This factor was identified in the literature on technology implementation [
28] and gains greater importance in SSHLEs. This is due to the requirement of using new technologies together with the need to work with people in different environments (online and onsite). From the point of view of collaborative learning, this factor becomes more important, as collaborative activities usually require extensive communication and the use of resources for collaboration. The NASA-TLX questionnaires for both the teachers and the students, as well as the interviews with the teachers, highlighted this factor. The characteristics that helped to reduce task complexity, indicated by the teachers in the interviews, were the centralization of resources, the adaptability to various changes that arose during the activity, and the support for group management. Another factor was time limitations, which, as with the previous factor, are also found in learning environments where technology is added [
28]. Time limitations become more important in SSHLEs because, unlike other environments, if there is any problem with the technology, especially with the communication technology, it is very challenging (at least in a short period of time) to find a solution or alternative. From the perspective of collaboration, calculating the duration of activities is already a challenge in itself [
30]. However, this factor is compounded by the need to take more steps to complete an activity due to technology, i.e., not having alternatives when an error or complication arises (for example, problems with a student’s internet connection or microphone failures). The NASA-TLX questionnaires for both the teachers and the students, as well as the interviews with the teachers, highlighted this factor. The characteristics that facilitated reducing the activity time, indicated by the teachers in the interviews, were adaptability to the different changes that arose and support for group management. Another factor that affected the workload was the tools used in the SSHLEs. This factor is inherited from both SLEs and SHLEs [
3,
7]. From the perspective of collaborative learning, more specifically, computer-supported collaborative learning (CSCL), tools are also a key factor in enhancing development [
31]. In addition to being an individually identified factor in SLEs, SHLEs, and CSCL, the ENA models indicated a significant weight for tool use, highlighting it as a key factor for the workload. The prominent features of the tools according to the teacher interviews were the video/chat, real-time interaction, group manager, file manager, and ability to incorporate external resources. The last identified factor was knowledge about the state of the class and the students, which is present as a feature in some SLEs [
7] and was also a factor identified in other studies on collaborative learning [
22]. In the case of these experiments, this factor was detected in the ENA models and teacher interviews. The features that contributed to this factor, as indicated by the teachers in the interviews, were student participation data, the notifications when a student had a question, and viewing student progress. All these factors can be seen in
Table 8.
The second research question, “What factors influence teacher agency in SSHLEs that support collaborative learning situations?”, was answered with the teacher agency questionnaire, complemented by the teacher interviews.
The different results obtained from the teacher agency questionnaire seemed to indicate that SSHLEs had a minimal impact on teacher agency. However, in two out of three cases, they increased teacher agency in terms of factors related to the use of tools. Factors related to the material teachers had at their disposal carry significant weight in teacher agency [
32]. For this reason, and based on the results obtained herein, it is possible that a specific approach to SSHLEs to support these factors could have a positive impact on teacher agency. In contrast, it should be noted that no studies were found that assessed teacher agency with a questionnaire, an issue also encountered by the creators of the model upon which the questionnaire of this paper on teacher agency was based [
33].
Although the questionnaire results did not indicate a significant impact on teacher agency, some factors were affected and were identified in the interview. One of these factors was controlling the creation and management of the activity. This factor was identified because the teachers experienced a slight increase at the beginning and end of Experiments 1 and 3 in the factors related to the creation and implementation of activities using tools. Meanwhile, this factor did not change in Experiment 2, where the activity was designed in collaboration with the teacher. The teachers were asked in the interviews and indicated, in Experiment 1, that designing the activity entirely (they were not forced to follow the jigsaw pattern) gave them more security, control, and freedom when taking actions. In Experiment 2, the teacher indicated that there were no changes in teacher agency due to the collaboration in creating the activity. In Experiment 3, the teacher indicated that she felt more comfortable having more control over the activity. The features highlighted in the interview as potentially improving teacher agency were support in the design and management of collaborative activities and adaptability to possible changes that might arise during implementation. Another factor that was affected was the use of available tools (e.g., the software WeConnect in Experiment 1 and Engageli in Experiment 2 and Experiment 3). Although this factor has been identified in the literature as the available resources [
32], in the teacher agency questionnaire it was identified not as general resources but as the available tools. In Experiments 1 and 3, scores for questions related to the use of tools slightly increased (1 point more, on a scale of 1 to 5). In addition, in all interviews, teachers indicated how necessary the tools were to conducting the class and making any modifications. The features that could increase this factor, as highlighted by the teachers in the interviews, were the ease of use; adaptability to possible changes that might arise during the activity; and the ease of access to all resources (teaching material, exercises, shared documents, etc.). The last identified factor was the perception of teaching efficacy. The only scores that decreased were related to the perception of teaching efficacy in Experiment 3. In the interview, the teacher indicated that the lack of time due to technical failures and the difficulty of checking the students’ progress in real time complicated the evaluation. The features indicated by the teachers that could improve this factor were more information about the state of the class and easily accessible measures to check student progress. All these factors are summarized in
Table 9.
5. Conclusions
This paper identified and analyzed the factors affecting workload among teachers and students and teacher agency in SSHLEs implemented in collaborative learning situations. To this end, the three experiments conducted in this paper presented different collaborative activities in SSHLEs. Several factors that affected the workload of both the students and the teachers, as well as factors that influenced teacher agency, were extracted from these experiences. The factors found to influence workload in these experiments were: task complexity, time constraints, the tools used, and knowledge about the class and student status. These factors were extracted from the NASA-TLX questionnaire, the ENA model, and interviews with the teachers. The factors found to influence teacher agency were: control over the creation and management of the activity, the use of available tools, and the perception of teaching effectiveness. These factors were extracted from the teacher agency questionnaire and teacher interviews. Furthermore, some characteristics of the experiments that helped or could have been improved to decrease the workload were extracted from the teacher interviews. These characteristics included: centralizing resources, adaptability to errors, group management, the ability to incorporate external resources, and information on student participation and student progression. Also, some characteristics of the experiments were discussed that helped or could have been improved to increase teacher agency. These characteristics included: support in the design and management of collaborative activities, adaptability to errors, the ease of access to resources, information about the state of the class, and information about student progress. In general, the main innovation in this study was the introduction and analysis of scenarios that have not been addressed in the related literature.
The main limitation of this study was finding a real scenario within which to conduct the experiments. SHLEs are present in some institutions, but the difficulty of transforming them into SSHLEs and incorporating the jigsaw pattern to implement a complex collaborative learning activity were a significant barrier to conducting more experiments. Experiments 2 and 3 had to be implemented as workshops with a limited duration. Another limitation was the regulations of the different institutions. In the case of Experiment 1, the collection of the students’ workload data was not allowed, and in Experiment 2, the need to complete the necessary steps for consent caused delays in carrying out the activity. Another limitation of this study was the emergence of technical issues. In Experiment 2, due to a lack of experience, technical problems arose, causing delays in the activity. In Experiments 1 and 3, there were some issues related to student disconnections that could not be resolved, but due to the teacher’s experience, they hardly posed a problem. The final limitation was the noise present when carrying out the last phase of the jigsaw (JP3). In Experiment 2, this was a significant problem reported by both students and the teacher. In Experiment 3, although the use of headphones was recommended, due to the small classroom space, there were occasional issues, though far fewer than in Experiment 2.
Future Work
Future steps include conducting further experiments in other SSHLEs with different distributions of the hybrid learning environment, for example, in telepresence classrooms. These classrooms consist of two rooms, one with the teacher and a group of students, and the other with the remainder of the students. On one of the walls of each room, there is a projection of the other room, simulating a connection between the two. Another area for future work is the incorporation of the features recommended by teachers in the SSHLEs and the evaluation of their benefits. The final proposed direction for future work is to replicate these experiments in more realistic scenarios with participants from university courses, as in Experiment 1.