Monday, September 29, 2014

Instructional Design: Learning Theories and Motivation


Learning Theories

Considering learning theories during course design can help in developing learning activities that appropriately align with learning goals and the types of learning desired.  For library instruction, the most relevant learning theories include behaviorism, cognitivism, and constructivism, although in practice these are typically blended together (http://library.queensu.ca/wiki/elearning/doku.php?id=learning_theory_for_librarians).

For design of an EndNote Desktop Workshop, described in previous blog entries, the teaching approach is primarily based upon behaviorism theory.  The course content is heavily focused on teaching skills in using a computer software application.  While an understanding of why and when the software can be useful is important, an intent of the workshop is to provide an opportunity for participants to learn specific procedures.  A computer lab structure where procedures can be demonstrated and immediately practiced is appropriate for the learning goals.  Tasks to be learned can readily be broken down into small units.  Feedback can be delivered and questions answered as participants work through hands-on exercises.

Cognitivism theory also plays a part in design of the EndNote Desktop Workshop by organizing content in a sequential manner, whereby succeeding tasks build on what was learned previously.  A modular course structure can be designed with short segments followed by review at the end of each segment.  Participants can be informed at the beginning of the workshop about what will be covered and in what order, establishing a mental frame of reference.  Using a concrete example of a literature search or research topic and its sub-parts also provides context for application of the software program.  Relating the content of the succeeding segments/tasks to proceeding segments/tasks can help participants see how the pieces fit together.  Learning to use a software program primarily uses lower-order thinking skills, especially the “Apply” level of Bloom’s hierarchy of knowledge.  However, learning activities that allow participants to “Create” and organize their own library of references and then  incorporate references into a sample document with in-text citations would entail use of higher-order thinking skills.

Constructivism theory plays the smallest role for this workshop design.  The learning involved is predominately individual mastery of tasks.  However, in order for the EndNote Desktop tasks to have meaning, participants need to have prior experience and understanding of the literature search process, the research process (including collaboration), scientific/technical writing, and citation styles.  Making connections to those processes as each EndNote Desktop function is learned contributes to the formation of mental models as to how use of the software can facilitate those processes.  Some social interaction may occur during the workshop as questions and experiences of individuals are shared among the entire class.  Opportunities for social interaction in continued learning can be encouraged through introduction of the Connections forum for crowd-sourcing questions and solutions related to use of EndNote Desktop. 
      
Exercise based on Behaviorism Theory

For Goal 1 of the workshop, participants would create a usable library of references based on either the research questions given at the beginning of the session or research questions of the participant’s choosing.  This would require successfully completing tasks to export citations from a library database to EndNote Desktop, organizing them into one or more Groups, creating at least one Smart Group using a search query/filter operation, importing at least one PDF file, annotating a PDF file, and then sharing their EndNote library with another user (such as with the instructor).

Flow chart of EndNote Desktop Library Exercise
Motivation

Participants in this workshop are expected to be intrinsically motivated to complete it, as attendance is voluntary and based upon pre-existing interest in the topic.  Being able to accomplish tasks or exercises is motivation itself as participants work through their uncertainties with moderately challenging content, and achieve satisfaction of accomplishment.  Expectancy-Value Theory as described by Small (1998) is especially applicable, as effort depends upon valuing the task and anticipating success.  Motivation can wain in this type of instruction if the material is covered too slowly or is not challenging enough.  Therefore, it is important to present material in an engaging manner and to continually monitor participant progress in order to pace the material appropriately.  Applying Wlodkowski’s Time-Continuum Model (described in Small 1998) for this workshop could include “Relevance: familiarity” and “Relevance: goal orientation” at the beginning of the session, followed by “Confidence: success opportunities” through practice in middle of the workshop, and perhaps ending with “Relevance: extrinsic rewards.”  An extrinsic reward could be receiving an item, such a USB thumb drive, for turning in a worksheet or evaluation at the end of the workshop indicating level of success in completing tasks and commenting on any difficulties encountered.   

Saturday, September 27, 2014

Instructional Design: Steps 4 & 5 - Teaching / Learning Activities & Integration


Step 4 in Instructional Design involves identifying teaching / learning activities, while Step 5 involves integrating Steps 1-4, making sure that the components are aligned (Fink).

1.        Situational Factors

Because this workshop is designed to learn new skills and a specific computer software application, the availability of appropriately configured computer equipment is essential for full success.  If participants must supply their own computer equipment to use for practice during the workshop, including the purchase and installation of EndNote Desktop ahead of time, there could be instances of participants coming unprepared, i.e., lacking the necessary equipment and software.  This could lead to lower success than desired in relation to assessment of task completion.  Participants may arrive with a variety of devices and software versions.  I am most familiar with Microsoft software products installed on PCs; therefore, I may not be able to answer questions related to using a Mac or to older versions of EndNote software.  Another factor is the amount of time needed to learn each task.  Offering a longer session might lead to attention fatigue.  However, offering several shorter workshop sessions over a period of weeks perhaps, might lead to participant dropout, or conversely, someone attending a more advanced session without having attended an earlier session.  Further consideration of the logistics (e.g., classroom equipment, participant equipment, content coverage and sequencing) of offering an EndNote Desktop workshop appears to be very important to its ultimate success.

2.       Learning Goals and Feedback and Assessment (or Ways of Assessing This Kind of Learning)

Learning goals were stated under Step 3, number 2 (Criteria & Standards) in the previous blog post in order to assure their alignment with assessment.  I believe the assessment procedures described above cover the full range of learning goals as well as opportunity for self-assessment.  Because the type of learning objective is to apply knowledge, appropriate assessment activities involve computer lab exercises in using “procedures to solve or complete familiar or unfamiliar tasks” (Carnegie Mellon University).  The assessments associated with computer practice are primarily formative in that they are meant primarily to help the student learn.  However, the degrees to which multiple tasks are completed during the workshop have a summative element, which can help identify how well the workshop was conducted.

3.        Learning Goals and Teaching / Learning Activities (or Actual Teaching-Learning Activities)

Each learning goal and sub-goal will be supported by a demonstration of features and functions of EndNote Desktop, delivered using a computer attached to a projector.  Workshop participants will be able to follow along (assuming they have access to suitable computer equipment with the correct software installed).  After each demonstration, participants will be given some time to attempt tasks on their own, with assistance available from the instructor (me).  Ideally, there would be additional practice time available at the end of the instruction portion of the workshop for attendees to continue working if they need or want more time while an instructor is still available to answer questions.  Students will be made aware of additional resources for continued learning.  The workshop will not cover aspects of searching library databases or formatting citations styles, for which participants should already have at least a basic level of understanding.  However, if questions arise, individuals can be referred to appropriate resources outside of the EndNote Desktop workshop.

4.       Helpful Resources

EndNote Desktop provides instructional material in the form of simple tutorials, Help documentation, and community forums for user questions and answers.  Additional video tutorials can be found on YouTube.  A LibGuide could be developed (by the workshop instructor, i.e., me) prior to delivery of this workshop that would cover basic resources for help using EndNote Desktop.  An existing LibGuide (available on the university library website) points to resources for information about the most commonly used citation styles.  The library website also provides information about how to contact librarians for further individual assistance.

Instructional Design: Step 3 - Feedback and Assessment Procedures


Step 3 in Instructional Design as described by Fink considers Educative Assessment, including procedures for Forward-Looking Assessment, Criteria and Standards, Self-Assessment by students, and “FIDeLity” Feedback.  Each of the aspects is considered in relation to developing a workshop on EndNote Desktop for graduate students (and possibly some faculty), particularly for those in STEM disciplines.

1.        Forward – Looking Assessment.  

Students and faculty need to collect and organize references for use in class writing assignments, literature reviews, and as background information to support research studies.  These reference materials need to be properly cited in papers and publications.  References may need to be used multiple times in a series of related manuscripts, and/or may need to be shared among members of a study or research group.  Having a structure for organizing the reference and citation information can improve work flow and productivity.  Sometimes a reference citation formatted in one citation style needs to be converted to a different style for a different assignment or publishing outlet.  Desired outcomes of this workshop are for participants to learn how EndNote Desktop can be used as a tool to develop, organize, manage, and share collections of reference sources, and that the Cite While You Write plug-in for Microsoft Word can facilitate formatting of in-text citations and reference lists in papers and manuscripts.

A research scenario that includes a broad topic or question along with two or more subtopic areas of inquiry can form a basis for demonstrating the functions and capabilities of EndNote Desktop.  Workshop participants can try out the features of EndNote Desktop using the scenario given as an example, or by choosing their own research topic and questions.

An example research topic question and subtopic questions might be:
What are the advantages and disadvantages of wind turbine farms as an alternative energy source?
a.       How much wind energy can be generated to replace fossil fuel usage?
b.      What are the environmental costs of wind farms, such as impacts on bald eagles?
c.       Can energy produced from wind be efficiently stored for future use?  What additional equipment is needed to support wind-generated power?

2.        Criteria & Standards

Establishing criteria provides a means to identify achievement in relation to learning goals, while standards provide a means to measure levels of achievement.  For the EndNote Desktop Workshop, the following learning goals and sub-goals were identified in relation to the Forward-Looking Assessment described above.  

Goal 1:  Workshop participants will be able to create, organize, and share a library of citations in EndNote Desktop.
a.        Workshop participants will be able to use Direct Export to capture citation information in EndNote Desktop from records in a library database.
b.       Workshop participants will be able to import PDF files of reference articles into EndNote Desktop.
c.        Workshop participants will be able to organize citations (and any attached PDFs) in EndNote Desktop into groups, including managing multiple copies.
d.       Workshop participants will be able to develop subgroups of citations using a filter/query function applied to a main topic group.
e.        Workshop participants will be able to annotate a PDF attachment for a citation in their reference library.
f.         Workshop participants will be able to share their EndNote Desktop library with another user.
Goal 2:  Workshop participants will be able to use the Cite While You Write plug-in for Microsoft Word.
g.       Workshop participants will be able to use the Cite While You Write plug-in for Microsoft Word to insert in-text citations and create a reference list in a selected citation style (such as ALA, MLA, or Chicago).
h.       Workshop participants will be able to use Cite While You Write to change citation and reference formats to a different citation style.
i.         (Optional, if time allows).  Workshop participants will be able to create a bibliography in a file format such as HTML or XML (for publishing on a webpage).

In relation to Bloom’s Taxonomy, this workshop focuses primarily on the Application level of using and applying knowledge.  As a result, the teaching approach needs to provide students the opportunity to do tasks themselves in relation to each goal and sub-goal of the workshop, using either the provided scenario example or a research topic of their own choosing.  Participant success can then be measured by whether individuals complete each task, with the number of tasks completed defining levels of Proficient, Intermediate, or Getting Started.  Instruction may be considered successful if at least 75% of participants attain the Proficient level for Goal 1 and the Intermediate level for Goal 2 by the end of the workshop.

Criteria 1: Creates, organizes, and shares a reference library using EndNote Desktop (i.e., Goal 1).

                Proficient:  Completes 4-6 of the tasks associated with sub-goals a-f.
                Intermediate:  Completes 2-3 of the tasks associated with sub-goals a-f.
                Getting Started:  Completes 1 of the tasks associated with sub-goals a-f.

Criteria 2: Creates in-text citations, references lists, and bibliographies using the Cite While You Write plug-in for Microsoft Word.

                Proficient:  Completes 3 of the tasks associated with sub-goals g-i.
                Intermediate:  Completes 2 of the tasks associated with sub-goals g-i.
                Getting Started:  Completes 1 of the tasks associated with sub-goals g-i.

3.       Self-Assessment 

Participants will be able to see where they are having difficulty in completing tasks.  They will be able to ask for assistance and advance their skills as they work through each task in a successive manner.  A worksheet with the tasks listed may be provided, which would allow participants to indicate whether they were able to complete each task and would provide room to note areas where they had difficulty.  Participants also can be asked for input on what they found most helpful and how they expect to use what they learned.

4.        FIDeLity Feedback

Participants need feedback that is Frequent, Immediate, Discriminating, and Lovingly delivered.  Participants will be asked whether they have used EndNote Desktop before coming to the workshop, what features they have used before, and what functions they are most interested in using.  This will help gauge how to pace the material for each section of the workshop.  Questioning participants on their level of understanding also will be interspersed with explanations and demonstrations to determine whether they are following along.  Participants will also be encouraged to ask questions at any time, so that they can be answered immediately.  During times when participants are given opportunities to try tasks on their own, the instructor (me) can address individual and task-related questions, and check on how well participants are doing by roving around the classroom as they work.  A loving approach recognizes that problems and questions are teachable moments and problem-solving opportunities (as opposed to indicators that students are not following instructions or getting it right).  It is also important to recognize that some individuals will grasp the material faster than others will, but that all participants can be successful.