Version 2.2.0
Revised 2026-08-24
Pending IRB Approval

Study Protocol

The Effects of AI-Driven Adaptive Scaffolding vs. Static Worked Examples on Cognitive Load and Skill Acquisition

Does an AI system that adjusts how much help it gives, based on how the learner is actually performing, produce lower extraneous cognitive load and better skill acquisition than a fixed schedule of worked examples that fades on a timetable?

MS in Human Centered Computing, University of Nebraska Omaha, expected December 2026. The study is awaiting Institutional Review Board approval. No participant has been run and no data exists. The design below is generated from the code the study runs, so it cannot describe a version of the study that is no longer the one being run. Back to Research.

Researcher: Tristan J. Nolan, ORCID https://orcid.org/0009-0000-7922-2009.

How to cite this protocol

Nolan, T. J. (2026). The Effects of AI-Driven Adaptive Scaffolding vs. Static Worked Examples on Cognitive Load and Skill Acquisition: study protocol (Version 2.2.0). University of Nebraska Omaha. https://tnolan.ai/research/protocol. Study protocol for a thesis in progress. Not peer reviewed, not published, and no data collected.

What is withheld, and why

The item bank is withheld until data collection closes. Publishing stems, response options, answer keys or rubric descriptors before a participant has been recruited would expose the instrument to the people it is meant to measure, and a committee would read that as a validity problem rather than as openness.

  • All 3 pretest stems, their response options and the answer key
  • All 11 posttest stems, their response options and the answer key
  • The 5 rubric descriptors for the coding challenge
  • The wording of the 9 cognitive load items, including the attention check
  • Every worked example, starter code block, hint, test case and feedback string in the learning activity

Design

Between-subjects, assigned at consent from a cryptographic random source. The browser receives an opaque group label, so the condition name never reaches the interface that could leak the manipulation.

AI-driven adaptive scaffolding

The support level for each task is chosen by a three-agent system from the learner's recent accuracy.

AI_ADAPTIVE

Static faded worked examples

The support level follows a fixed schedule, the same for every learner regardless of performance.

STATIC_FADED

The fixed schedule the control condition serves: task 1 at level 3, task 2 at level 2, task 3 at level 1.

Scaffold levels

Three levels of support, most to least. The same three are available to both conditions; what differs is how the level for each task is chosen.

  • Level 3

    Full worked example

    complete Python solution shown with annotations

  • Level 2

    Partial completion

    starter code with blanks to fill

  • Level 1

    Minimal support

    problem statement only, independent practice

Learning tasks

The learning activity, in order. The framing is published; the prompts, worked examples, starter code, hints and test cases are part of the embargoed material and are given here only as counts.

  • Task 1
    Iterating Through a ListPlain iteration

    You're browsing books in the library catalog. Let's display each book's price.

    Withheld: 4 worked-example annotations, 3 hints, 1 test case.

  • Task 2
    Finding Books Under BudgetFiltering on a condition

    You have $10 to spend. Let's find which books you can afford.

    Withheld: 4 worked-example annotations, 2 hints, 1 test case.

  • Task 3
    Calculating Total CostAccumulation

    You're checking out with several books. Let's calculate your total.

    Withheld: 3 worked-example annotations, 2 hints, 1 test case.

Measures

Item counts are published. The items themselves are not.

  • Pretest
    3 items
    Items embargoed

    Multiple choice, taken before the learning activity as the prior-knowledge measure.

  • Posttest, multiple choice
    10 items
    Items embargoed

    Syntax, prediction, error identification and transfer items.

  • Posttest, coding challenge
    1 item
    Items embargoed

    Free-response Python. The server stores the submission without grading it, because the item carries no answer key, and it is scored afterwards against 5 rubric criteria: syntax, indentation, variable, executes, correct_output.

Cognitive load

The subscale structure and the response range are published because the source instrument is open access, so nothing here is revealed that the paper does not already give away. The item wording used in this study stays withheld with the rest of the instrument.

Klepsch, M., Schmitz, F., & Seufert, T. (2017). Development and validation of two instruments measuring intrinsic, extraneous, and germane cognitive load. Frontiers in Psychology, 8, 1997. https://doi.org/10.3389/fpsyg.2017.01997

  • Intrinsic load
    3 items
    intrinsic
  • Extraneous load
    3 items
    extraneous
  • Germane load
    2 items
    germane

9 items in all, including 1 embedded attention check, each answered on a 1 to 7 range. Subscale means are computed server-side and the schema enforces the exact item count per subscale, so a malformed submission is rejected rather than quietly scored.

How the adaptive condition decides

Three agents with separate jobs, each on a different model family so no single model's habits decide how much help a learner gets. Decisions are computed from a lookback window of 2 tasks, bounded to levels 1 through 3, starting every learner at level 3.

Worker

Reads recent accuracy and proposes the next support level, with its reasoning.

openai/gpt-5.2
fallback: openai/gpt-4.1

Antagonist

Argues against the proposal from a learning-theory knowledge base, and objects when support would come away faster than schema development justifies.

anthropic/claude-sonnet-4.5
fallback: anthropic/claude-sonnet-4

Orchestrator

Makes the final call and records the rationale. The only agent whose output sets the level the learner sees.

google/gemini-3-flash
fallback: google/gemini-2.5-flash

The antagonist argues from a versioned learning-theory knowledge base, currently version 1.2.0, last updated 2026-08-24. The decision record does not carry that version, so it is stated here instead, and the build fails if the knowledge base is updated without this protocol being revised alongside it.

One decision record, field by field

The fields are the columns the study writes for every adaptive decision. The values are an illustration of the case the antagonist exists for, where the worker proposes fading two levels at once and is overruled. No participant has been run, so this is not a record of anyone.

The fields of one scaffold decision record, with illustrative values
FieldWhat it recordsIllustrative value
problemNumberWhich of the three loop tasks the decision is for2
previousScaffoldLevelThe level the learner saw on the previous task, null on the first3
recentAccuracyAccuracy over the lookback window the decision was computed from1.0000
workerProposalThe worker's proposed level and its reasoningLevel 1. Two correct at Level 3, so the learner can carry an unsupported task.
workerProposedLevelThe level the worker proposed, as a number, null in the control condition, which runs no worker. Recorded separately from workerProposal so the gap between what the worker asked for and what the orchestrator served is a comparison rather than a parse1
recommendedLevelA mirror of the final level for an adaptive participant, null in the control condition. It carries nothing finalScaffoldLevel does not. Kept for continuity with records already written; use workerProposedLevel for what the worker asked for2
antagonistObjectionThe antagonist's argument against the proposal, null when it approvesObjection: a two-level jump leaves the zone of proximal development in one step. Two correct answers at full support is evidence of a forming schema, not an automated one. Fade by one level.
orchestratorRationaleWhy the orchestrator settled where it didObjection accepted. Fading one level preserves a recoverable step.
finalScaffoldLevelThe level the learner is actually served. Only this one reaches the screen2
directionfade, maintain, increase or initialfade
reasoningThe decision summary written to the recordAI-adaptive decision based on OWA multi-agent analysis.
decisionTimeMsEnd-to-end latency of the three agent calls4180
workerModelThe model that actually served the worker, so a fallback is visible in the dataopenai/gpt-5.2
antagonistModelThe model that actually served the antagonistanthropic/claude-sonnet-4.5
orchestratorModelThe model that actually served the orchestratorgoogle/gemini-3-flash

Hypotheses

Five directional predictions, each with the test it is judged by and the threshold it is judged at. They were fixed before any participant was recruited, which is the only claim about them worth making before there is data.

  • H1
    extraneous_load_mean
    alpha = .0167

    The AI-adaptive condition will produce lower extraneous cognitive load than the static faded condition.

    Test: One-sided Welch independent-samples t-test.

    The mechanism the whole study rests on. Reported with the mean difference, a 95% confidence interval and Hedges' g.

  • H2
    germane_load_mean
    alpha = .0167

    The AI-adaptive condition will produce germane cognitive load that is not meaningfully lower than the static faded condition.

    Test: One-sided Welch independent-samples t-test. Secondary: TOST equivalence test, bounds d = plus or minus 0.30.

    Guards against the adaptive system helping so much that it suppresses the effort schema construction needs. If the superiority test is not significant, the equivalence test decides whether the two conditions are practically equivalent instead of leaving a bare failure to reject.

  • H3
    intrinsic_load_mean
    alpha = .0167

    There will be no practically meaningful difference in intrinsic cognitive load between conditions.

    Test: Two-sided Welch independent-samples t-test. Secondary: TOST equivalence test, bounds d = plus or minus 0.30.

    A manipulation check. The material is identical in both conditions, so equivalent intrinsic load is the evidence that the manipulation changed the quality of support rather than how hard the task felt. Reported with a 90% confidence interval, which is what TOST requires.

  • H4
    posttest_mc_score
    alpha = .05

    The AI-adaptive condition will produce higher posttest performance than the static faded condition, after adjusting for pretest performance.

    Test: ANCOVA with heteroscedasticity-consistent (HC3) standard errors, regressing posttest score on condition and pretest score. Secondary: Welch t-test on the raw posttest score, plus descriptive gain scores.

    The learning outcome. Tested at the uncorrected threshold because it sits outside the cognitive load family.

  • H5
    final_scaffold_level by problem number, adaptive condition only
    alpha = .05

    Within the AI-adaptive condition, scaffold level will fall as task position advances, which is what contingent fading looks like in the decision trace.

    Test: Cumulative-link mixed model with participant-level random intercepts, if sample size permits. Secondary: Pre-specified fallback if the model is unstable: Spearman association plus a descriptive transition analysis of fade, maintain and increase after correct and incorrect responses.

    A mechanism check on the adaptive system's own behavior, carrying lower inferential weight than H1 to H4 because each participant contributes only three decisions.

Sample size and power

An a priori power analysis, not a number chosen for convenience. Both sample sizes below are real: one is the floor, the other is what the multiplicity correction costs.

Detecting d = 0.40 at 80% power with alpha = .05 needs about 100 participants per group, 200 in total. Because H1 to H3 are tested as one Bonferroni-corrected family at alpha = .0167 per test, holding that power at the adjusted threshold takes about 120 per group, 240 in total. The recruitment target is therefore a minimum of 200 participants, with 240 as the preferred goal, which also buys a buffer against attrition and exclusions.

Where the target effect size comes from

  • Kulik and Fletcher (2016) report median effects of d = 0.35 to 0.50 for intelligent tutoring systems against conventional instruction.
  • Ma et al. (2014) report a mean effect of d = 0.37 for intelligent tutoring against other instructional methods.
  • VanLehn (2011) estimates d = 0.20 to 0.40 for active-versus-active comparisons, which is the comparison this study runs.

H1 to H3 are one cognitive load hypothesis family and each is tested at a Bonferroni-adjusted threshold. H4 is the primary learning outcome and is tested at the conventional threshold, outside that family. H5 is a pre-specified mechanism analysis carrying lower inferential weight, given that each participant contributes three scaffold decisions.

The equivalence bounds for the two equivalence tests are d = plus or minus 0.30.

Analysis plan

The populations, the exclusions and the outcome variables, all fixed in advance. Exclusions are pre-specified rules recorded by the running system, not judgements made once the data is in.

Analysis populations

  • Randomized sample. Everyone with a recorded condition assignment. Used for CONSORT-style accounting and attrition reporting, not for hypothesis tests.
  • Primary confirmatory sample. The randomized sample less the pre-specified exclusions below. Every confirmatory test runs here.
  • Sensitivity sample. Keeps attention-check failures and sessions under fifteen minutes, while still excluding test data and genuinely missing outcomes. Every test is re-run here and reported alongside the primary result, so a conclusion that depends on the stricter screen cannot pass as one that does not.

Pre-specified exclusions

  • Pilot and test runs, which the database flags at write time so they cannot mix into the analysis set.
  • Sessions terminated by an adaptive-system failure. The session ends and is logged as a technical termination rather than falling back to the static schedule, which would file that participant under the wrong condition.
  • Participants who did not reach the outcome the hypothesis under test needs.
  • Participants who failed the embedded attention check.
  • Sessions under fifteen minutes in total.

Outcome variables

  • extraneous_load_mean
    Primary cognitive load outcome
    Mean of the extraneous items on the cognitive load instrument.
  • posttest_mc_score
    Primary learning outcome
    Sum of correct responses across the ten multiple-choice posttest items, 0 to 10.
  • germane_load_mean
    Secondary outcome
    Mean of the germane items.
  • intrinsic_load_mean
    Manipulation check
    Mean of the intrinsic items.
  • pretest_score
    Covariate
    Sum of correct responses across the three pretest items, 0 to 3. Entered as the covariate in the H4 model.
  • Coding challenge rubric score
    Exploratory
    Scored offline by human raters against five binary criteria, 0 to 5, and reported separately from the confirmatory tests. It is not auto-scored, so it is not part of H4.

Complete-case analysis for each endpoint, with no imputation. Missingness is reported by condition and by phase, and technical terminations in the adaptive condition are reported separately rather than folded into attrition.

Reporting follows CONSORT: a participant flow diagram, a baseline table by condition, effect sizes with confidence intervals for every primary test, the count and reason for each exclusion, and primary against sensitivity results side by side.

The confirmatory analysis is run in statistical software against the exported dataset. The in-site dashboard computes Welch's t-test, Cohen's d, TOST and Spearman for monitoring, and its ANCOVA is an ordinary-least-squares fit without the HC3 correction, so it is not the confirmatory model.

What the design rests on

Each reference is here because a specific decision in the experiment exists because of it. Anything that could not be tied to a decision was left off.

  • Sweller (1988)
    Theory

    The reason cognitive load is the outcome rather than a covariate. Working memory is the binding constraint on schema construction, so an instructional change is measured by what it does to the load it imposes, not only by a score at the end.

    Sweller, J. (1988). Cognitive load during problem solving: Effects on learning. Cognitive Science, 12, 257–285.

  • Sweller, Van Merriënboer, & Paas (1998)
    Theory

    The three-way split of load into intrinsic, extraneous and germane, which is the structure of the measurement and of H1 to H3: extraneous is what adaptive support should reduce, germane is what it must not suppress, and intrinsic is the manipulation check.

    Sweller, J., Van Merriënboer, J. J. G., & Paas, F. (1998). Cognitive architecture and instructional design. Educational Psychology Review, 10(3), 251–296.

  • Kalyuga, Ayres, Chandler, & Sweller (2003)
    Theory

    Why support is withdrawn on evidence of competence rather than on a clock. Guidance that helps a novice becomes redundant once a schema exists, and processing it then costs working memory. That is the failure the adaptive condition is built to avoid and the fixed schedule is built to expose.

    Kalyuga, S., Ayres, P., Chandler, P., & Sweller, J. (2003). The expertise reversal effect. Educational Psychologist, 38(1), 23–31. https://doi.org/10.1207/S15326985EP3801_4

  • Wood, Bruner, & Ross (1976)
    Theory

    The definition of scaffolding the whole manipulation inherits: control of the parts of a task that exceed a learner's current competence, withdrawn as competence grows. The three support levels are that idea made discrete enough to assign and to log.

    Wood, D., Bruner, J. S., & Ross, G. (1976). The role of tutoring in problem solving. Journal of Child Psychology and Psychiatry, 17, 89–100.

  • Vygotsky (1978)
    Theory

    The zone of proximal development, which is the band the scaffold levels are meant to keep a learner inside and one of the three checks the antagonist agent argues from when it objects to a proposed level.

    Vygotsky, L. S. (1978). Mind in society: The development of higher psychological processes. Harvard University Press.

  • Sweller & Cooper (1985)
    Theory

    The worked-example effect, which is why the comparison condition is faded worked examples rather than unguided practice. The control has to be a treatment that works, or a difference in favor of the adaptive condition says nothing.

    Sweller, J., & Cooper, G. A. (1985). The use of worked examples as a substitute for problem-solving in learning algebra. Cognition and Instruction, 2(1), 59–89.

  • Renkl (1997)
    Theory

    The observation that the right moment to fade differs between learners, because self-explanation quality does. That individual variation is the gap a fixed 3-2-1 schedule cannot close and the adaptive condition is testing.

    Renkl, A. (1997). Learning from worked examples: A study on individual differences. Cognitive Science, 21(1), 1–29.

  • Shin et al. (2025)
    Theory

    Fading as the bridge between studying a solution and generating one, in a programming context. It is the reason the levels run complete example, partial code, prompt alone rather than switching support off in one step.

    Shin, Y., Jung, J., Choi, S., & Jung, B. (2025). The influence of scaffolding for computational thinking on cognitive load and problem-solving skills in collaborative programming. Education and Information Technologies, 30, 583–606. https://doi.org/10.1007/s10639-024-13104-0

  • Faber et al. (2024)
    Theory

    Contingent, performance-based fading as the thing being tested, and the warning that comes with it: a fixed schedule can match a learner's needs by coincidence often enough to erode the difference. The fixed schedule here is strictly non-responsive so that coincidence is at least measurable.

    Faber, T. J. E., Dankbaar, M. E. W., van den Broek, W. W., Bruinink, L. J., Hogeveen, M., & van Merriënboer, J. J. G. (2024). Effects of adaptive scaffolding on performance, cognitive load, and engagement in game-based learning: A randomized controlled trial. BMC Medical Education, 24(943). https://doi.org/10.1186/s12909-024-05698-3

  • Bjork & Bjork (2011)
    Theory

    The constraint on the whole adaptive design: performance during learning is a poor proxy for learning, so a system that minimizes difficulty is not the same as a system that helps. The antagonist agent exists to argue against over-support for this reason.

    Bjork, E. L., & Bjork, R. A. (2011). Making things hard on yourself, but in a good way: Creating desirable difficulties to enhance learning. In M. A. Gernsbacher, R. W. Pew, L. M. Hough, & J. R. Pomerantz (Eds.), Psychology and the real world: Essays illustrating fundamental contributions to society (pp. 56–64). Worth Publishers.

  • Bjork & Bjork (1992)
    Theory

    The account of retrieval and storage strength behind desirable difficulties, and the reason H2 is framed as germane load not being suppressed rather than as load being reduced across the board.

    Bjork, R. A., & Bjork, E. L. (1992). A new theory of disuse and an old theory of stimulus fluctuation. In A. F. Healy, S. M. Kosslyn, & R. M. Shiffrin (Eds.), From learning processes to cognitive processes: Essays in honor of William K. Estes (Vol. 2, pp. 35–67). Erlbaum.

  • Zimmerman (2000)
    Theory

    The cyclical model of self-regulated learning that the adaptive condition externally enacts: the system monitors and adjusts on the learner's behalf, then hands that responsibility back as support fades.

    Zimmerman, B. J. (2000). Attaining self-regulation: A social cognitive perspective. In M. Boekaerts, P. R. Pintrich, & M. Zeidner (Eds.), Handbook of self-regulation (pp. 13–39). Academic Press.

  • Zimmerman (2008)
    Theory

    The methodological case for measuring regulation through process traces rather than self-report alone, which is why every scaffold decision, keystroke count and pause is recorded alongside the survey.

    Zimmerman, B. J. (2008). Investigating self-regulation and motivation: Historical background, methodological developments, and future prospects. American Educational Research Journal, 45(1), 166–183. https://doi.org/10.3102/0002831207312909

  • Klepsch, Schmitz, & Seufert (2017)
    Method

    The cognitive load instrument itself, and the confirmatory factor analysis that justifies keeping three subscales rather than two. The subscale structure the study administers comes straight from it.

    Klepsch, M., Schmitz, F., & Seufert, T. (2017). Development and validation of two instruments measuring intrinsic, extraneous, and germane cognitive load. Frontiers in Psychology, 8, Article 1997. https://doi.org/10.3389/fpsyg.2017.01997

  • Lakens, Scheel, & Isager (2018)
    Method

    The equivalence procedure behind H2 and H3. A manipulation check whose desired outcome is a null result cannot rest on failing to reject, so both carry a two one-sided test against explicit bounds.

    Lakens, D., Scheel, A. M., & Isager, P. M. (2018). Equivalence testing for psychological research: A tutorial. Advances in Methods and Practices in Psychological Science, 1(2), 259–269. https://doi.org/10.1177/2515245918770963

  • Klasen & Sopka (2020)
    Method

    The reason the equivalence bounds are set where they are, following recommendations for educational intervention research rather than a threshold chosen after seeing the data.

    Klasen, M., & Sopka, S. (2020). Demonstrating equivalence and non-inferiority of medical education concepts. Medical Education, 55(4), 455–461. https://doi.org/10.1111/medu.14420

  • Long & Ervin (2000)
    Method

    The HC3 standard errors used in the H4 model, chosen because the posttest score is a bounded count and there is no reason to assume equal residual variance across conditions.

    Long, J. S., & Ervin, L. H. (2000). Using heteroscedasticity consistent standard errors in the linear regression model. The American Statistician, 54(3), 217–224.

  • Cohen (1988)
    Method

    The power analysis behind the recruitment target, and the guidance that a pretest covariate correlated with the outcome buys back part of the sample size an unadjusted comparison would need.

    Cohen, J. (1988). Statistical power analysis for the behavioral sciences (2nd ed.). Lawrence Erlbaum Associates.

  • Kulik & Fletcher (2016)
    Method

    One of the three meta-analytic sources the target effect size is read off, rather than being assumed or borrowed from a study with a no-treatment control.

    Kulik, J. A., & Fletcher, J. D. (2016). Effectiveness of intelligent tutoring systems: A meta-analytic review. Review of Educational Research, 86(1), 42–78. https://doi.org/10.3102/0034654315581420

  • Ma et al. (2014)
    Method

    The second of those sources, and the closest in design to this comparison: intelligent tutoring against other instructional methods rather than against nothing.

    Ma, W., Adesope, O. O., Nesbit, J. C., & Liu, Q. (2014). Intelligent tutoring systems and learning outcomes: A meta-analysis. Journal of Educational Psychology, 106(4), 901–918. https://doi.org/10.1037/a0037123

  • VanLehn (2011)
    Method

    The third, and the reason the target sits at the lower end of the tutoring literature: this study compares two active instructional conditions, which is the comparison that produces the smaller effects.

    VanLehn, K. (2011). The relative effectiveness of human tutoring, intelligent tutoring systems, and other tutoring systems. Educational Psychologist, 46(4), 197–221. https://doi.org/10.1080/00461520.2011.611369

  • Shadish, Cook, & Campbell (2002)
    Method

    The reason the comparison is described as a treatment package. The conditions differ in scaffold assignment and in how incorrect-answer feedback is produced, so an effect belongs to the package, not to fading alone. That limit is stated rather than glossed.

    Shadish, W. R., Cook, T. D., & Campbell, D. T. (2002). Experimental and quasi-experimental designs for generalized causal inference. Houghton Mifflin.

  • Schulz, Altman, & Moher (2010)
    Method

    The reporting standard: a participant flow diagram, exclusions counted by reason, effect sizes with intervals, and primary against sensitivity results side by side.

    Schulz, K. F., Altman, D. G., & Moher, D. (2010). CONSORT 2010 statement: Updated guidelines for reporting parallel group randomised trials. BMJ, 340, c332. https://doi.org/10.1136/bmj.c332