Category: learning theory

Time pilot

There was an aspect I omitted from my previous post, Space invaders, in which I covered the spacing effect as a means of maximising long-term retention.

Zsolt Olah picked it: interleaving and – ironically! – I judged it a bridge too far to include in the same post and so decided to split it out across a second one.

You’ll see why…

Aerobatic jets with coloured smoke trails.

Interleaving

Before defining interleaving, I feel it’s helpful to review the opposite: blocked presentation or blocking. This approach is equivalent to massed presentation whereby the content is consumed successively:

A pink block followed immediately by a blue block followed immediately by a green block.

An alternative approach is to split each block into leaves and vary their presentation. This approach is known as interleaved presentation or varied presentation or mixed presentation:

A pink leaf followed immediately by a blue leaf followed immediately by a green leaf, then another pink leaf followed immediately by another blue leaf followed immediately by another green leaf, then another pink leaf followed immediately by another blue leaf followed immediately by another green leaf.

The illustration above maintains the topical sequence, in contrast to random interleaved presentation whereby the sequence is shuffled:

A pink leaf followed immediately by a blue leaf followed immediately by a green leaf, then another blue leaf followed immediately by another green leaf followed immediately by another pink leaf, then another green leaf followed immediately by another blue leaf followed immediately by another pink leaf.

Spaced interleaving

Just as the spacing effect can be employed to produce spaced block presentation:

A pink block flowing over time to a blue block flowing over time to a green block.

…so too can it be employed to produce spaced interleaved presentation (grouped):

A pink leaf followed immediately by a blue leaf followed immediately by a green leaf, flowing over time to another pink leaf followed immediately by another blue leaf followed immediately by another green leaf, flowing over time to another pink leaf followed immediately by another blue leaf followed immediately by another green leaf.

…or spaced random interleaved presentation (grouped):

A pink leaf followed immediately by a blue leaf followed immediately by a green leaf, flowing over time to another blue leaf followed immediately by another pink leaf followed immediately by another green leaf, flowing over time to another green leaf followed immediately by another blue leaf followed immediately by another pink leaf.

I use the qualifier “grouped” because, while that’s the traditional way of illustrating interleaving – I suspect due to the formal paradigm of education by which you fill up the periods assigned to you – I see no reason why each leaf couldn’t be separated over time; hence spaced interleaved presentation (separated):

A pink leaf flowing over time to a blue leaf flowing over time to a green leaf flowing over time to another pink leaf flowing over time to another blue leaf flowing over time to another green leaf flowing over time to another pink leaf flowing over time to another blue leaf flowing over time to another green leaf.

…and spaced random interleaved presentation (separated):

A pink leaf flowing over time to a blue leaf flowing over time to a green leaf flowing over time to another blue leaf flowing over time to another green leaf flowing over time to another pink leaf flowing over time to another green leaf flowing over time to another blue leaf flowing over time to another pink leaf.

As you can see, it gets complicated real quick, and that’s before employing reinforcement or the testing effect!

Ron Burgundy from Anchorman contemplating with a beer.

Dynamic interleaving

When I look at the various permutations of spacing and interleaving, I wonder if an optimal timing or sequencing regime exists. Full disclosure: I’ve done zero research to find out; if you have, I’d love to play my lazy web card and ask you to share your findings via a comment below.

I also wonder about the efficacy of a bespoke regime that sequences the leaves according to a dynamic pattern – test latest > test previous > present new – leading to a final summative test:

A pink leaf flowing over time to a blue leaf flowing over time to a green leaf flowing over time to another blue leaf flowing over time to another green leaf flowing over time to another pink leaf flowing over time to another green leaf flowing over time to another blue leaf flowing over time to another pink leaf.

I call this regime spaced dynamic interleaved retrieval (quite a mouthful!) or dynamic interleaving for short. Again, if you’re aware of anything out there that’s similar, please let me know.

A chart featuring Interleaving, within which is Spaced Interleaving, within which is Dynamic Interleaving.

Space invaders

Sometimes, out of the blue, one of my blog posts really hits the mark.

Such was the case recently with Great and small in which I had a go at redefining our pedagogical terminology.

While the post only attracted a few comments – cheers Neil, Dani and Rob – my friend Helen Blunden observes that barely anyone does that any more. To her point, I was contacted via other means by readers who wanted to thank me for sharing my semantics with them.

That was very rewarding, and it has encouraged me to do it again!

Aliens lined up in the style of the video game Space Invaders.

Lately I’ve been thinking about the spacing effect.

And when I say “thinking about”, I mean getting thoroughly confused. Over the years I’m sure we’ve all encountered phrases such as distributed learning, spaced repetition, retrieval practice and variations thereof; but it has become apparent to me that many of us conflate these terms.

So I’ve spent a typically disproportionate amount of time trying to untangle the meanings of these phrases, and it is these semantics I wish to share with you now.

The spacing effect

I consider the spacing effect an umbrella term describing the improved outcomes achieved by separating learning activity over time.

The foremost example is spaced presentation or distributed learning whereby the content to be learned is chunked and consumed periodically:

A pink block flowing over time to a blue block flowing over time to a green block.

This approach contrasts with massed presentation whereby the content is consumed all in one hit, as per a crammer the night before an exam:

A pink block followed immediately by a blue block followed immediately by a green block.

Science says while the crammer might do well on exam day, they’d retain more in the longer term if they were to split their study across the semester. And this makes sense to me, as the cognitive load is reduced in each session, and I presume the time intervals accommodate further cognitive processing that embeds the concepts deeper in memory.

Reinforcement

Note that my example of the spacing effect above didn’t involve the repetition of content; but it may well have.

Spaced presentation of the same chunks is known as spaced practice or spaced rehearsal or spaced repetition or distributed practice:

A pink block flowing over time to another pink block flowing over time to another pink block.

This approach contrasts with massed practice or massed rehearsal whereby the content is repeated in one hit, again as per a crammer the night before an exam:

A pink block followed immediately by another pink block followed immediately by another pink block.

When the duration of the time intervals between repetitions increases, it is known as expanding practice or expanding rehearsal:

A pink block flowing over time to another pink block flowing over a longer time to another pink block.

The testing effect

If the repeated content is presented in the form of active recall, the approach is known as spaced retrieval practice or simply spaced retrieval and it’s covered by the sub-umbrella term the testing effect:

A pink block flowing over time to a pink block with a question mark flowing over time to another pink block with a question mark.

This approach contrasts with massed retrieval practice whereby the content is repeatedly recalled in one hit, as per rote learning:

A pink block followed immediately by a pink block with a question mark followed immediately by another pink block with a question mark.

When the duration of the time intervals between active recalls increases, it is known as expanding retrieval practice:

A pink block flowing over time to a pink block with a question mark flowing over a longer time to another pink block with a question mark.

While the recall device might be a quiz, it might also be a case, debate, game, simulation, on-the-job assignment… whatever demands the retrieval of the concepts from memory.

It’s worth noting the rather unhelpfully labelled spaced learning is a specific approach to spaced retrieval whereby the first presentation is followed by a 10-minute interval during which the learner undertakes a distractor activity (e.g. shooting hoops), then an active recall session such as a quiz, then another 10-minute distractor activity, then the final session in which the learner applies the knowledge in the form of a task.

A pink block flowing over 10-minutes' time with a basketball icon to a pink block with a question mark flowing over another 10-minutes' time with a basketball icon to another pink block with a question mark.

In today’s hybrid and hyperbusy working environment, I feel the timing has never been better to leverage the spacing effect in our instructional design.

Instead of a 3-hour long class or a 45-minute long e-learning course, why not chunk the content and deliver it over time?

This approach enables our target audience to weave it into their work day… and make it stick.

A chart featuring The Spacing Effect, within which is Reinforcement, within which is The Testing Effect.

Great and small

English is a funny language.

Coloured by countless other languages over centuries of war, politics, colonialism, migration and globalisation, many words have been lost, appropriated or invented, while others have changed their meaning.

In Australian English for example, fair dinkum means “true” or “genuine”. Linguaphiles speculate the phrase originated in 19th Century Lincolnshire, where “dinkum” referred to a fair amount of work, probably in relation to a stint down the mines. Add a tautology and 10,000 miles, and you have yourself a new lingo.

Thousands of other English words have their origins in ancient Greek. One pertinent example for L&D practitioners is pedagogy (formerly paedagogie) which derives from the Hellenic words paidos for “child” and agogos for “leader”. This etymology underscores our use of the word when we mean the teaching of children.

And yet our language is nuanced. We may alternately use pedagogy to mean the general approach to teaching and learning. Not necessarily teaching, not necessarily children. In this broader sense it’s an umbrella term that may also cover andragogy – the teaching of adults – and heutagogy – self-determined learning.

For example, when Tim Fawns, the Deputy Programme Director of the MSc in Clinical Education at the University of Edinburgh, blogged his thoughts about pedagogy and technology from a postdigital perspective, he defined pedagogy in the university setting as “the thoughtful combination of methods, technologies, social and physical designs and on-the-fly interactions to produce learning environments, student experiences, activities, outcomes or whatever your preferred way is of thinking about what we do in education”.

When Trevor Norris and Tara Silver examined positive aging as consumer pedagogy, they were interested in how informal learning in a commercial space influences the mindset of its adult patrons.

And when I use the word pedagogy in my capacity as an L&D professional in the corporate sector, I’m referring to the full gamut of training, coaching, peer-to-peer knowledge sharing, on-the-job experiences and performance support for my colleagues across 70:20:10.

A standing businessman facilitating a training session with a group of colleagues seated in a semi circle.

So while I assume (rightly or wrongly) that the broader form of the term “pedagogy” is implicitly understood by my peers when it’s used in that context, I spot an opportunity for the narrower form to be clarified.

Evidently, modern usage of the word refers not only to the teaching of children but also to the teaching of adults. Whether they’re students, customers or colleagues, the attribute they have in common with kids is that they’re new to the subject matter. Hence I support the Oxford English Dictionary’s definition of pedagogy as the practice of teaching, regardless of the age of the target audience.

If pedagogy includes adults, then logic dictates we also review the exclusivity of the term andragogy. Sometimes children are experienced with the subject matter; in such cases, an andragogical approach that draws upon their existing knowledge, ideas and motivations would be applicable. Hence I dare to depart from the OED’s definition of andragogy as the practice of teaching adults, in favour of the facilitation of learning. Again, regardless of the age of the target audience.

With regard to heutagogy, I accept Hase & Kenyon’s coinage of the term as the study of self-determined learning; however in the context of our roles as practitioners, I suggest we think of it as the facilitation of self-determined learning. That makes heutagogy a subset of andragogy, but whereas the latter will have us lead the learners by pitching problems to them, hosting Socratic discussions with them and perhaps curating content for them, the former is more about providing them with the tools and capabilities that enable them to lead their own learning journeys.

A tree structure flowing from Pedagogy down to Pedagogy, Andragogy and Heutagogy; with Instructivism, Constructivism, Connectivism and Novices, Intermediates, Experts aligned respectively.

This reshaping of our pedagogical terminology complements another tri-categorisation of teaching and learning: instructivism, constructivism and connectivism.

As the most direct of the three, instructivism is arguably more appropriate for engaging novices. Thus it aligns to the teaching nature of pedagogy.

When the learner moves beyond noviceship, constructivism is arguably more appropriate for helping them “fill in the gaps” so to speak. Thus it aligns to the learning nature of andragogy.

And when the learner attains a certain level of expertise, a connectivist approach is arguably more appropriate for empowering them to source new knowledge for themselves. Thus it aligns to the self-determined nature of heutagogy.

Hence the principle remains the same: the approach to teaching and learning reflects prior knowledge. Just like instructivism, constructivism and connectivism – depending on the circumstances – pedagogy, andragogy and heutagogy apply to all learners, great and small.

Observations of a Critical Theory newbie

How many “facts” do we accept at face value?

For example, do we really remember 10% of what we hear, 20% of what we see, 50% of what we do…?

It’s human nature to accept knowledge that’s universally propagated. If enough people say it enough times, it assumes the aura of conventional wisdom.

Our peers wouldn’t be wrong, right?

A man sitting on a kerb, thinking.

Hold your horses

This is where Critical Theory steps in.

A critical theorist examines accepted truths in light of their socio-historical contexts. In his thought-provoking paper Critical Theory: Ideology Critique and the Myths of E-Learning, Dr Norm Friesen maintains:

“The central argument of critical theory is that all knowledge, even the most scientific or ‘commonsensical,’ is historical and broadly political in nature. Critical theorists argue that knowledge is shaped by human interests of different kinds, rather than standing ‘objectively’ independent from these interests.”

As you can tell by that quote, Critical Theory is steeped in political science and social justice. However it all boils down to challenging any knowledge that presents itself as “certain, final, and beyond human interests or motivations” and is “considered so obviously commonsensical or natural that it is placed beyond criticism”.

In other words, Critical Theory is about myth busting.

Myths in e-learning

As the Canada Research Chair in E-Learning Practices at Thompson Rivers University, Dr Friesen applies the principles of Critical Theory to three e-learning myths:

  1. We live in a knowledge economy.

  2. E-Learning enables “anyone, anywhere, anytime” access to education.

  3. Technology drives educational change.

I’m going to provide a brief overview of Friesen’s arguments, but then I’m going to do something either incredibly brave or incredibly stupid: point out where I don’t agree with the author – an academic heavyweight about a thousand times more credible than I.

But hey, Critical Theory is all about challenging what we’ve been told. Besides, by the end of this piece you’ll realise that I essentially agree with Dr Friesen. So please bear with me!

The knowledge economy

Friesen argues that the concept of a “knowledge economy” defines knowledge as a commodity. Rather than something that should be shared openly, it has market value and thus can be bought and sold.

Friesen recognises the social implications of such a philosophy: the emergence of a classist society in which knowledge workers (ie those who have the knowledge) succeed and prosper, while service workers (ie those who don’t have the knowledge and are relegated to manual labour) struggle and subsist.

My problem with Friesen’s argument is that it doesn’t appear to bust the myth of the knowledge economy. If anything, it reinforces its truth.

He describes the current state of affairs – the encroachment of technology on traditional educational artifacts; criticisms of the schooling system in its current form; the postindustrial shift from manufacturing to services; the widening gulf between rich and poor.

Then he advocates means by which we might overcome it – recognise the value of other forms of work that complement knowledge work; cultivate a range of skill sets that relate to those other forms of work; view knowledge as an instrument of democratisation rather than as a saleable commodity.

In other words, the knowledge economy is not a myth, and there is a danger that a large proportion of the population will become disaffected by it if we don’t do anything about it.

Anyone, anywhere, anytime

Friesen argues that the catchphrase “anyone, anywhere, anytime” promotes a privileged group of people (ie white males) as the universal representation of all e-learners. However, the digital divide dictates that “anyone” does not include people in disadvantaged communities; “anywhere” does not include nations outside the OECD; and “anytime”, I suppose, is redundant in light of the first two.

My problem with Friesen’s argument in this instance is that it takes the catchphrase out of context. In the corporate sector, for example, “anyone, anywhere, anytime” is certainly not a myth. It’s entirely plausible that all the employees of a particular company can access their e-learning resources from anywhere at anytime – and if they can’t, it’s an anomaly that the IT department needs to fix quick smart.

In this scenario, the experience of the population (ie the staff) is indeed universalised. Race, gender and income have absolutely nothing to do with it.

Besides, I’d imagine there are plenty of blokes in Lithuania (not to mention in trailer parks across the US) who would take umbrage to the assumption that all white males are rich and hyperconnected. Is that, ironically, a myth that critical theorists are guilty of perpetuating?

Technology drives educational change

Finally, Friesen argues that the myth “technology drives educational change” disempowers educators. It dictates that it is not they who drive the future of their own profession, but rather technological progress. Those who adopt new technologies will go forth and conquer, while those who resist will lag behind.

In contrast, Friesen maintains that technology is only one component of a complex system. As such, it is incapable of acting alone to initiate change, but rather must interact with people in their environment who will appropriate it accordingly.

My problem with Friesen’s argument this time around is that since the dawn of time, technologies from paper to blackboards, from computers to smartphones, have changed education. The way we teach and learn today is vastly different from how we did even a mere 20 years ago.

I agree that technology hasn’t driven those changes single handedly – after all, humans must be around to use it – but the flip side is that the changes would not have occurred if the technology was not introduced.

Regardless of how teachers and students respond to new technologies – whether they adopt or adapt them, hack them or mash them – their world will be different. Maybe we can’t predict how it will change, but we know that it will.

Shoot the messenger

When I finished reading Friesen’s paper, I couldn’t shake the nagging feeling that I really didn’t disagree with him. I know that sounds preposterous given my observations above, but it was so.

I couldn’t put my finger on it until I realised that Critical Theory isn’t really about busting myths after all; it’s about critiquing messages.

If I do a global find for “myth” in Friesen’s paper and replace it with “message”, suddenly our views align:

  1. Knowledge is increasingly seen as a commodity in today’s workplace, and it’s leading us headlong into a social crisis.

  2. Anyone, anywhere, anytime access to e-learning is feasible for a privileged few.

  3. Technology drives educational change via its interactions with teachers and students.

The questions I feel the critical theorist must ask are: Who propagates particular messages, and why do they do it? Under what circumstances are they true or false? What are the consequences of that truth or falsehood? What can or should we do about it?

You can bet your bottom dollar that those who pontificate about the knowledge economy are those who stand to profit from it handsomely.

Just like you may appreciate the CLO of a corporation using e-learning to facilitate anywhere, anytime access to knowledge for staff, but perhaps remain rather skeptical of some official from the UN grandstanding about it on behalf of the world’s poor.

Just like you may see through a salesman’s rhetoric about the next big thing, but rest assured if that doesn’t change your world, something else will.