Environment, the amount and frequency of purposeful and valuable communication between the learner and learning environment
The extent of the fit between the learner and learning environment factors (Wu &
Hwang, 2010), such as a video instructor (Kim & Thayne, 2015), on-screen, multimedia
content (Calli, Balcikanli, Calli, Cebeci, & Seymen, 2013), or peer interaction (Wang &
Morgan, 2008), within each learning environment is a critical determinant in student
learning outcomes. The more satisfying, attractive, and useful the learning factors are to
the learner, the more likely the student is to interact with the learning environment, and
ask questions, clarify information, and remain open to new information, and,
subsequently, to perform well (Hauser, Paul, & Bradley, 2012; Wang, Chen, &
Anderson, 2014). Moore’s (1993) Transactional Distance Theory introduced three types
of learner interactions that occur within the distance-learning environment, which are
between learner and instructor, between learners, and between the learner and the
content. Chen (2001) identified the interaction between the learner and the technological
interface as a fourth interaction type. The intensity and quality of the learner’s
interaction experience with the learning environment is measured as transactional
distance (TD), which is the learner’s perceived psychological and communication
distance between the learner and the learning environment (Ustati & Hassan, 2013).
Environments in which the learner perceives easier communication and more comfortable
interactions are characterized by small TD, while environments in which the learner finds
it difficult to ask question or obtain the desired information are marked by large TD
(Moore, 1993). The desired relationship between the learner and the learning
environment is to have as small a TD as possible, a relationship that facilitates the
2
greatest opportunity for a learner to explore and clarify information (Benson &
Samarawickrema, 2009). Transactional distance is influenced by three design factors: the
structure of the environment, the amount and frequency of purposeful and valuable
communication between the learner and learning environment, and the learner’s
autonomy within the environment (Chen, 2001; Park, 2011).
Self-regulatory processes—those psychological characteristics that govern an
individual’s behavior—are also responsible in part for a learner’s interaction experience
and the resulting transactional distance (Moore, 1993). Psychological constructs that
influence self-regulation include personality traits (Legault & Inzlicht, 2013), self-
esteem, self-efficacy, motivation, and attitudes (Fishman, 2014). Individual learner self-
regulatory processes, including self-efficacy (Hauser et al., 2012), attitudes (Wu &
Hwang, 2010), and motivation (Byun, 2014), were correlated to the learner’s personality
traits (Tabak & Nguyen, 2013) and were shown to influence the learner’s propensity to
engage in dialogue and exhibit autonomy within the distance learning environment.
Current studies assessed the relationship between learner personality traits and the
learning environment. Five-Factor Model (FFM) personality traits have been shown to
correlate with learner-learning environment interaction quality and strength in some
distance-learning environments, including two-way video distance learning (Falloon,
2011), hybrid online and in-seat classrooms (Al-Dujaily, Kim, & Ryu, 2013; Murphy &
Rodríguez-Manzanares, 2008), asynchronous computer-assisted instruction (Kickul &
Kickul, 2006), and game-based learning (Bauer, Brusso, & Orvis, 2012). Studies such as
these contributed to a holistic view of the learner-learning environment interaction within
the e-learning environment by providing a map from the most basic of human
3
characteristics—one’s personality—to that person’s interaction preferences within a
learning environment. Additionally, considering the fit between personality traits and
various e-learning settings extended the conclusions of Benson and Samarawickrema
(2009) for instructional designers to determine the environment most preferred by the
learner to reduce communication difficulties and meet the designer’s desired level of
learner autonomy to include learner self-regulatory processes. Because the learner’s
natural tendencies tend not to change (Mōttus, Johnson, & Deary, 2012), the learning
environment must adapt in order to maximize learning interaction and improve learner
performance. Developing a complete map of the learning topography between human
characteristics and knowledge acquisition is a grand endeavor, one that will be achieved
incrementally with each related study.
Bolliger and Erichsen (2013) investigated the relationship between Myers-Briggs
Type Indicator (MBTI) personality types and student satisfaction with learning
interactions within a broad range of technologically diverse online and blended settings.
Although the authors concluded that personality types correlated with learner satisfaction
levels within differing learning environments, Bolliger and Erichsen identified a gap in
the extant research. Specifically, the authors recommended future research exploring the
relationship between personality characteristics and learner satisfaction with learning
interactions within different settings, with different audiences, or with larger sample sizes
in order to generalize the results. A unique setting is asynchronous video e-learning,
which is an emerging method of instruction that integrates video content with embedded,
online reinforcement activities, such as quizzes, applications, and writing (Stigler, Geller,
& Givvin, 2015), providing a content-rich, entertaining, and efficient environment for
4
increased engagement (Ljubojevic, Vaskovic, Stankovic, & Vaskovic, 2014). The
current study sought to address the gap identified by Bolliger and Erichsen (2013) and
examined the unknown relationship between personality characteristics, using Five-
Factor Model traits, and learner interaction satisfaction as measured by transactional
distance within the previously unexplored setting of asynchronous video e-learning.
The present study examined the correlation and strength of relationships between
Five-Factor Model personality traits, which have been associated with positive
performance in video environments (Barkhi & Brozovsky, 2003; Borup, West, &
Graham, 2013; Tsan & Day, 2007), and transactional distance within the asynchronous
video e-learning environment. Using quantitative methods and a correlational research
design, the study measured the Five-Factor Model personality traits of a sample
population using the Big Five Inventory (BFI; John, 2009), and compared those trait
strengths to the participants’ transactional distance as measured by the Structure
Component Evaluation Test (SCET; Sandoe, 2005) following participant involvement in
a short series of online video course segments. Scores for each trait within the BFI were
measured along a bipolar scale with scores below the midpoint indicating an absence of
the described trait (e.g., introversion) and scores higher than the midpoint indicated a
presence of the described trait (e.g., extroversion). SCET values and transactional
distance are negatively correlated such that higher scores for SCET described a smaller
transactional distance and lower SCET values indicated a larger gap psychological and
communication gap between the learner and the learning environment. As a result, a
positive correlation between a trait and a SCET value describes a negative correlation
between the trait and transactional distance. For example, if trait Extroversion is
5
positively correlated with SCET values, then Extroversion is negatively correlated with
transactional distance. In this example, high Extroversion scores suggests that the learner
experienced a high-quality interaction with the learning environment and low
Extroversion scores indicate the learner experienced a larger TD with a lower-quality
interaction with the learning environment. The present research design is based upon
Kim (2013) which compared personality traits and learner academic outcomes, as well as
Kolb learning styles and learner academic outcomes, following the completion of a
communications course within a blended online and in-class environment.
The results addressed the questions of whether personality traits were correlated
with a learner’s transactional distance within the asynchronous video environment.
Understanding the learner-learning environment interaction in this environment added to
the compendium of knowledge useful for instructional designers in creating an
environment conducive to more satisfying interactions between the learner and the
knowledge source. Additionally, the results of this study extended the scholarly literature
regarding personality trait-learner interaction, particularly as it applied to distance
learning and Transactional Distance Theory, by examining the perceived sense of
improved dialogue due to personality interactions with asynchronous video, resulting in
smaller pedagogical distances.
The remainder of the first chapter is organized to provide the reader an overview
of the research. The discussion begins with a description of the study’s background, the
problem statement that emerges from the literature, the purpose of the study, and the
research questions and hypotheses. Support for the research purpose is summarized in
the sections that follow, which include how the study advances scientific knowledge and
6
the significance of the study. The introductory chapter continues by defining the
proposed methodology for investigating the research questions and by describing the
nature of the research design that will be employed. The chapter concludes by providing
boundaries to the study through the definition of terms and through statements of the
study’s assumptions, limitations, and delimitations.
Background of the Study
A growing body of literature described a variety of theories and approaches that
associated learner characteristics and behaviors with learning outcomes. Theories about
active learning posited that individuals who engaged in learning activities saw increased
performance (Lucas, Testman, Hoyland, Kimble, & Euler, 2013); however, not all
learners engaged equally with the activity, differences that may be explained by self-
efficacy (Hauser et al., 2012), attitudes (Wu & Hwang, 2010), and motivation (Byun,
2014), self-regulatory processes that are positively associated with personality traits
(Caprara, Vecchione, Alessandri, Gerbino, & Barbaranelli, 2011; Donche, De Maeyer,
Coertjens, Van Daal, & Petegem, 2013; Hetland, Saksvik, Albertsen, Berntsen, &
Henriksen, 2012). Attempts to correlate outcomes and learning styles, which were based
upon learner preferences for feeling, watching, thinking, and doing (Chen, Jones, &
Moreland, 2014), have also met with mixed results. Some investigations described
strong correlations between the learning style and performance in traditional classrooms
(Bhatti & Bart, 2013; Black & Kassaye, 2014; Moayyeri, 2015) and in online
environments (Hwang, Sung, Hung, & Huang, 2013; Page & Webb, 2013; Richmond &
Conrad, 2012), while others demonstrated a lack of correlation (Alghasham, 2012;
Breckler, Teoh, & Role, 2011; Hsieh, Mache, & Knudson, 2012). However, correlational
7
differences might be reconciled when learning style is examined as a function of
personality traits, suggesting performance within a learning environment is more closely
related to personality traits than the incumbent learning style (Giannakos,
Chorianopoulos, Ronchetti, Szegedi, & Teasley, 2014; Kim, 2013).
Moore’s (1993) Transactional Distance Theory (TDT) offers that the quality and
intensity of the interaction between the learner and the learning environment influences
performance within distance learning environments. Learners who experience higher
quality interactions as indicated by small transactional distances with the instructional
source performed better than learners that experience a wider psychological or
communication gap with the knowledge source (Hauser et al., 2012). The learner’s
interaction with the learning environment is measured as transactional distance (TD),
which is described as the perceived pedagogical, psychological, and communication
distance between the learner and the learning environment as determined by the learner’s
perceived openness of dialogue, the student’s sense of autonomy within the learning
setting, and the learner’s perception of the learning structure’s flexibility (Chen, 2001;
Moore, 1993; Park, 2011). Active learning, theories on learning style, and Transactional
Distance Theory share common themes. Each theory suggests learning interaction is
influenced by characteristics of the learner and by factors within the learning
environment. Active learning describes variables of behavioral, cognitive, and social
engagement within the learning setting (Drew & Mackie, 2011), and learning style
variables include the learner’s physiological and psychological constructs, and the
learner’s response to the learning environment (Yenice, 2012). TDT’s factors of
dialogue, learner autonomy, and learning structure are defined by the specific learning
8
environment, and each learner’s unique characteristics (Moore, 1993). Each of the three
theories suggests the quality and intensity of the learner-learning environment interaction
is a function of the learner’s individual characteristics and the factors present within each
unique environment (Ustati & Hassan, 2013).
Kickul and Kickul (2006) found that proactive personality traits, which are
defined by Crant, Kim, and Wang (2011) as the characteristics of one who scans for
opportunities and persists to bring about closure, influenced the quality of learning and
satisfaction within computer-assisted instruction (CAI) learning environments. Hauser,
Paul, and Bradley (2012) demonstrated that computer self-efficacy and anxiety
moderated learner performance in a hybrid online and in-seat management information
systems class. Using the MBTI personality inventory, Al-Dujaily, Kim, and Ryu (2013)
showed types Extroversion, Intuitive, and Thinking were predictors of procedural
knowledge performance, while types Intuitive and Feeling were indicative of declarative
knowledge performance within CAI learning environments. Orvis, Brusso, Wasserman,
and Fisher (2011) correlated FFM trait Extroversion and trait Openness to Experience
with learner autonomy as measured by training performance in an undergraduate
management course. In gaming-based learning environments, traits Openness to
Experience and Neuroticism interacted with task difficulty conditions to determine
performance (Bauer et al., 2012).
Both Orvis et al. (2011) and Al-Dujaily et al. (2013) recommended broadening
personality research to other e-learning environments to gain greater understanding of the
relationship between personality and interaction in online learning. Bolliger and Erichsen
(2013) correlated MBTI personality types and learner interaction within a variety of
9
online and blended environments, demonstrating that type Sensor was related to
satisfaction with dialogue tools and independent projects, and that type Intuitive showed
interaction preferences based upon learning environment, favoring online instruction over
blended environments. Bolliger and Erichsen identified a gap in the correlational
research between personality characteristics and learner interaction satisfaction within
emerging technologies and new learning environments, and recommended that such
research should be conducted.
The extant literature examined the relationship between personality traits and
transactional distance within a variety of environments. Although the personality
characteristic measurement scale has varied within the literature, such as Myers Briggs
types (Al-Dujaily et al., 2013; Bolliger & Erichsen, 2013) and Big Five (Orvis, Brusso,
Wasserman, & Fisher, 2011), personality traits remained a central interest of exploration
as a condition within learning research, as traits are a stable facet of human behavior
(Wortman, Lucas, & Donnellan, 2012). Research focusing on learner outcomes also
remained consistent, including study of performance (Lucas et al., 2013; Thomas &
Macias-Moriarity, 2014), attitudes (Killian & Bastas, 2015; Wu & Hwang, 2010),
satisfaction (Bolliger & Erichsen, 2013), and engagement levels (Rodríguez Montequín,
Mesa Fernández, Balsera, & García Nieto, 2013), proving learner outcomes to be an
appropriate variable for comparison. The recent research focused on analysis of learners’
interactions with the learning environment by examining the relationship between
personality traits and transactional distance within a variety of learning circumstances.
The variety of variables examined produced results such that outcomes vary from one
environment type to the next. As a result, it is imperative to examine the relationship
10
between personality traits and transactional distance within each environment so that a
comprehensive theory may be proposed. Thus far, the literature has examined
environments of computer-aided instruction (Kickul & Kickul, 2006), game-based
learning (Bauer et al., 2012), hybrid learning structures (Moffett & Mill, 2014; Velegol,
Zappe, & Mahoney, 2015), blended learning (Bolliger & Erichsen, 2013), face-to-face
learning (Al-Dujaily et al., 2013), and two-way video distance learning (Chen & Willits,
1998; Falloon, 2011).
One environment that was not examined for the relationship between personality
traits and TD was the asynchronous video-based e-learning, a submarket of the $23.8
billion North American e-learning industry (Docebo, 2014), and a niche in which video-
based commercial ventures are growing at a rate of 100% per year (Bersin, 2012). As an
emerging framework of e-learning, asynchronous video integrates video media with
interactive activities to engage learners as a primary form of content delivery (Stigler et
al., 2015). The current study was influenced by the direction of research identified by Al-
Dujaily et al. (2013) and Orvis et al. (2011), and the specific gap identified by Bolliger
and Erichsen (2013). Although the literature explored the relationship between
personality and learner outcomes within a variety of distant learning formats, the question
of if personality traits correlate with transactional distance within asynchronous video-
based e-learning was unknown.
Problem Statement
It was not known if and to what degree personality traits correlate with a learner’s
perceived transactional distance within an asynchronous video-based e-learning
environment. The literature demonstrated that personality traits correlated with TD
11
within asynchronous computer-assisted instruction environments (Kickul & Kickul,
2006), high- and low-autonomy conditions of CAI (Orvis et al., 2011), hybrid CAI and
in-seat environments (Hauser et al., 2012), and gaming-based learning environments
(Bauer et al., 2012), and MBTI personality types correlated with interaction satisfaction
in blended environments (Bolliger & Erichsen, 2013). Because individuals with differing
personality traits demonstrated preferences for diverse learning environments, and
matching learners with engaging learning environments maximized the individual’s
achievement opportunity (Kim, 2013), it is important for instructional designers to design
courses with the appropriate levels of dialogue and structure for the learners in order to
reduce transactional distance based upon learner characteristics (Benson &
Samarawickrema, 2009). This research added to the portfolio of available instructional
design tools for aligning personality traits and learning environments while addressing
the gap in the research as described by Bolliger and Erichsen (2013).
The established research examined the relationship that exists between personality
traits and learner outcomes and behaviors with a focus on the learning environment. As a
result, the variables of personality traits have remained consistent within the research, as
have the variables of learner outcomes, such as interaction (Rodríguez Montequín et al.,
2013), performance (Lucas et al., 2013; Thomas & Macias-Moriarity, 2014), and
attitudes (Killian & Bastas, 2015; Wu & Hwang, 2010). Transactional distance has been
examined using a variety of measures within various learning settings, including
computer-aided instruction (Kickul & Kickul, 2006), game-based learning (Bauer et al.,
2012), hybrid learning structures (Moffett & Mill, 2014; Velegol et al., 2015), face-to-
face (Al-Dujaily et al., 2013), and two-way video distance learning (Chen & Willits,
12
1998; Falloon, 2011). However, Bolliger and Erichsen (2013) recommended that as new
environmental conditions arise, those settings must also be explored. Such was the case
with asynchronous video e-learning. Personality traits had demonstrated associations
with the quality of learner interactions within the video environment, including two-way
video distance education (Barkhi & Brozovsky, 2003; Tsan & Day, 2007) and
asynchronous video discussion boards (Borup et al., 2013), but not within the
asynchronous video e-learning environment.
Having examined the relationship between learner personality traits and
transactional distance within the asynchronous video environment, this research added to
the literature regarding the personality construct-learning interaction relationship with the
goal that future researchers will seek to determine a theory that unifies self-regulatory
processes, learner outcomes, and learning environments. TDT describes the primary
factors for determining transactional distance as dialogue, learner autonomy, and
structure, which are constructs of the learning environment’s design (Park, 2011). The
present research highlighted the role of self-regulatory processes, such as personality
traits, upon transactional distance and emphasized the learner’s role in the two-way
interaction between the learner and the e-learning setting in lieu of focusing on the e-
learning environment exclusively.
Although understanding the relationship between learner personality traits and TD
with the learning environment filled a gap in scholarly research, the real-world
application of the information may be equally significant. As of 2012, the corporate e-
learning market in North America was valued at over $23.8 billion with projections for it
to rise to $27.1 billion by 2016 (Docebo, 2014). Additionally, the Docebo (2014) report
13
identified that video use, both synchronous and asynchronous, is the emerging trend
within the corporate e-learning space. Within the consumer market, demand exists for
distance learning focused on practical skills, with approximately 70% of the market
consisting of women, most of who are affluent and live on the East or West coasts of the
U.S. (LaRosa, 2013). Skills of interest include business-related skills, such as
communication, finance, and computer skills, while interpersonal skills, such as
relationship development, communication, and negotiation, also remain popular.
Although the problem statement applied to both the corporate and consumer markets, as
well as educational markets, the population of interest for the present study was the self-
improvement consumer market. By identifying more effective ways in which learners
can utilize asynchronous video learning, developers for e-learning providers can better
meet market demands of e-learning consumers, providing more satisfying learning
experiences for the customer and a stronger bottom line for the development company.
Purpose of the Study
The purpose of this quantitative method, correlational design study was to
examine the relationship between FFM personality traits and perceived transactional
distance for learners in an asynchronous video-based e-learning environment. The
personality traits were measured using the Big Five Inventory scale, which indicated the
strength of each participant’s personality traits (Benet-Martinez & John, 1998; John,
2009; John, Donahue, & Kentle, 1991; John, Naumann, & Soto, 2008). The second
variable, transactional distance, was measured using the Structure Component Evaluation
Tool (SCET), a transactional distance self-assessment survey instrument (Horzum, 2011;
Sandoe, 2005). The population of interest for this research was individuals within the
14
United States that participate in self-improvement e-learning courses. This population
includes individuals seeking e-learning content designed for personal improvement, skills
development, and individual enjoyment, and does not include formal education, such as
online universities or trade schools, and does not include corporate distance learning.
The research sought to address a gap in the literature identified by Bolliger and
Erichsen (2013) describing the relationship between personality traits and satisfying
interactions within different e-learning environments. A preponderance of research (e.g.,
Killian & Bastas, 2015; Lucas et al., 2013; Wu & Hwang, 2010) investigated the
relationships between various psychological constructs and learner interactions within
differing environments. However, the emerging technology of asynchronous video-based
e-learning had not been investigated with this study’s variables in mind. As a result, the
efforts of this study added to the landscape of research regarding learner interactions
within the online learning environment. Specifically, this research added to literature that
sought to correlate personality traits and transactional distance within specific learning
conditions with the end goal of maximizing positive learning outcomes. The present
research, for example, addressed the suggested research topic of investigating training
outcomes across a variety of learner control conditions based upon personality profiles
(Orvis et al., 2011). This study also extended Al-Dujaily et al. (2013) by examining the
role of personality within the e-learning environment using non-computer science
students. Using non-computer science students was a critical distinction, as computer
experience may mask the moderating effects of some personality traits within the online
environment and experience may contribute to improved learner performance in the
15
online environment beyond the effects of previous knowledge (Simmering, Posey, &
Piccoli, 2009).
The present research also directly addressed the gap in the research as identified
by Bolliger and Erichsen (2013), which recommended that future research investigate the
relationship between personality types and learner interaction satisfaction, which was
measured by transactional distance, within emerging settings. Lastly, the study described
a unique combination of TDT factors dialogue, learner autonomy, and structure,
providing the opportunity to examine the efficacy of TDT within emerging learning
structures (Chen & Willits, 1998). A unique facet of the asynchronous video format is
that perceived dialogue has been noted in non-learning environments between viewers
and on-screen actors, which contributes to viewer-perceived relationships with actors, a
phenomenon that was correlated with personality traits (Maltby, McCutcheon, &
Lowinger, 2011). This perceived dialogue, which correlated with trait Extroversion, is an
internal dialogue within the viewer that assists in creating a cognitive space in which a
relationship can exist. The accumulation of this and related research informs the
instructional design field, enabling the construction of e-learning architectures that adapt
to the learner’s needs based upon individual predispositions (Dominic & Francis, 2015).
More generally, the present research extended the role of self-regulatory processes, such
as personality traits, within Transactional Distance Theory, which focuses on design
elements of structure, designed dialogue paths, and permissible learner autonomy as
primary influencers of transactional distance (Park, 2011).
16
Research Questions and Hypotheses
Scholarly literature regarding the influence of personality traits on video viewing
or learning preferences was limited. Within video conferencing environments, MBTI
type Feeling (Barkhi & Brozovsky, 2003), which most closely correlates to FFM trait
Agreeableness (Furnham, Moutafi, & Crump, 2003), was related to increased individual
communication satisfaction. Higher levels of trait Extroversion were related to improved
trust and more positive attitudes in two-way video counseling (Tsan & Day, 2007). In
contrast, high levels of Extroversion were related to lower student participation patterns
in asynchronous video communications (Borup et al., 2013). Additionally, trait
Extroversion has been positively related to perceived relationship development with on-
screen actors in non-learning environments (Maltby et al., 2011). As a result, this study
focused on the potential relationships between personality traits and interaction
satisfaction, as described by transactional distance theory and measured by the Structure
Component Evaluation Tool (Sandoe, 2005), within the asynchronous video e-learning
environment. Each of the personality traits represented a research variable, the strength
of which was measured for each participant using the Big Five Inventory (John, 2009)
scale before their participation in a 30-minute e-course module on communication in
relationships. Participants then completed the SCET (Sandoe, 2005), which measured
their perception of transactional distance during the e-course. Personality trait data was
analyzed for its relationship to the participant’s perception of TD. A comparison of each
personality trait variable to the transactional distance variable addressed the problem of
determining if there was a relationship between the two variables, and, if so, to what
degree the relationship existed. SCET values are inversely related to transactional
17
distance in which a high SCET value represents a small TD and a low SCET value
represents a wide TD. The following research questions and hypotheses guided this
research study based upon the listed variables:
V1: FFM personality traits as measured by the Big Five Inventory (John, 2009)
• V1O: FFM personality trait Openness as measured by the Big Five Inventory (John, 2009).
• V1C: FFM personality trait Conscientiousness as measured by the Big Five Inventory (John, 2009).
• V1E: FFM personality trait Extroversion as measured by the Big Five Inventory (John, 2009).
• V1A: FFM personality trait Agreeableness as measured by the Big Five Inventory (John, 2009).
• V1N: FFM personality trait Neuroticism as measured by the Big Five Inventory (John, 2009).
V2: Transactional distance as measured by the Structure Component Evaluation
Tool (Sandoe, 2005)
RQ1: Is there a significant correlation between Five-Factor Model personality traits
and transactional distance within the asynchronous video-based e-learning
environment?