case study for learning theories

Learning Theory in Practice:

Case studies of learner-centered design.

University of Michigan 1101 Beal Ave. Ann Arbor, MI 48109, USA E-mail: [email protected]

ABSTRACT The design of software for learners must be guided by educational theory. We present a framework for learner-centered design (LCD) that is theoretically motivated by sociocultural and constructivist theories of learning. LCD guides the design of software in order to support the unique needs of learners: growth, diversity, and motivation. To address these needs, we incorporate scaffolding into the context, tasks, tools, and interface of software learning environments. We demonstrate the application of our methodology by presenting two case studies of LCD in practice.

KEYWORDS: Learner-Centered Design, Educational Applications, Science Applications, Socioculturalism, Constructivism, Case Study, Scaffolding.

1. INTRODUCTION: Motivation and Goals The push for educational reform in the U.S. is strong. Currently, the dominant educational paradigm is "didactic instruction," where learning is viewed as an information transmission process : teachers have the information, students don't, and teachers' lectures serve to move information into the heads of students. In contrast, national and state education reform movements are advocating for students to be actively engaged in learning, constructing understanding and meaning , not receiving it. Project 2061, a national science curriculum developed by the American Association for the Advancement of Science [1] calls for students to engage in long-term, authentic investigations.

Computing and communications technologies can play a key role in supporting students and teachers as they engage in such authentic tasks as question-generating, model-building, report-publishing. However, constructing software that truly addresses the needs of learners is a challenge: while learners are also users, and thus the principles of user-centered design apply, learners additionally have a set of unique needs that must be addressed in software:

• Growth . At the core of education is the growth of the learner; promoting the development of expertise must be the primary goal of educational software. Rather than just support "doing" tasks, software designed for learners must support "learning while doing."
• Diversity . Developmental differences, cultural differences, and gender differences play a major role in the suitability of materials for learners. To be usable by all learners, a range of software tools that address these differences must be available.
• Motivation . In contrast to software developed for professionals, the student's initial interest and continuing engagement cannot be taken for granted.

To address these unique needs of learners, we are developing learner-centered design (LCD) guidelines [24] to augment the user-centered design (UCD) framework [15]. Our current focus is on K-16 learners; however, given Senge's [22] compelling arguments that an organization must be a learning organization in order to be productive, LCD should also have validity for the workplace.

The central claim of LCD is that software can embody learning supports-- scaffolding --that can address the learner's growth, diversity, and motivation. Scaffolding is an educational term that refers to providing support to learners while they engage in activities that are normally out of their reach [28, 30]. For example, n undertaking an authentic science inquiry, e.g., what is the quality of water in the stream behind my school, the tasks are more complex and diverse than those in traditional, follow-the-steps, lab-style experiments. Software-realized scaffolding can reduce the complexity of these tasks, for example, by relating discrete subtasks to their current mental representations.

From edutainment to context-sensitive help systems, the need to support learners is well recognized. That said, there are precious few resounding successes (e.g., [6, 16]). Given the formidable educational problems that face our society and the almost-availability of consumer-priced, high-performance computing and communications technologies, the opportunity to actually make-a-difference in education is truly at hand.

In LCD we (see also [12, 14, 20]) are attempting to explore the design implications of learning theories --constructivism and socioculturism -- that have heretofore received less attention than, say, behaviorism (upon which computer-assisted instruction (CAI) is built) and information processing psychology (upon which intelligent tutoring systems are built). While the work reported here is clearly only now maturing, our intent is to focus attention on a fertile, promising direction for research and development.

In this paper, then, we:

• Section 2. Articulate the Theoretical Rationale and Design Implications. The scaffolding design guidelines of LCD build directly on constructivist & sociocultural theories of learning.
• Section 3: Illustrate LCD via Case Studies. Two examples of how LCD has informed the design of educational software are presented.
• Section 4: Summarize the Key Issues in LCD.

2. Theoretical Rationale & Implications Two resonating theoretical frameworks underlie both the education reform movement (e.g., [3, 4, 7] as well as our evolving the LCD framework:

In constructivism (e.g., [14, 16, 17, 28]) the central notion is that understanding and learning are active, constructive, generative processes such as assimilation, augmentation, and self-reorganization. For example, a teacher's words do not simply become directly engraved in a student's mind, after passing through the ear, but rather, those words are acted upon and interpreted by the student.

In socioculturism , the central notion is that learning is enculturation, the process by which learners become collaborative meaning-makers among a group defined by common practices, language, use of tools, values, beliefs, and so on [5, 14, 21, 29]. The goal is to enable practices and meaning making that are appropriate in the professional culture of the domain under study. For example, scientists understand science as those ideas are embodied in their everyday practices. Contrast this way of knowing with traditional science classrooms where, from the students' perspective, concepts come from textbooks and lectures, and lab experiments are tightly-controlled exercises that fit into the requisite 50 minute period.

These two theoretical perspectives are consistent with each other; they just emphasize different themes: the former speaks to the individual's cognition, while the latter speaks to the contributions of the surroundings to that cognition.

From socio-constructivism, then, guidelines for the design of learning environments and the supporting scaffolding can be developed (e.g., [9, 11, 20]). In particular, in LCD, we are attempting to provide guidelines for the construction of scaffolding strategies, to address the three unique needs of learners (growth, diversity and motivation) for each of the four components in a learning environment:

• Context : What is the environment in which the software will be embedded? How will it be used, and by whom?
• Tasks : What are the tasks the software will support?
• Tools : What tools will perform these tasks?
• Interface : What is the interface to those tools?

Examples of LCD scaffolding guidelines are given in the following case studies.

3. LCD: Two Case Studies Model-It and NoRIS are learner-centered software tools which we have designed for two different contexts:

In our discussion of each example, we first present the software design, and how it incorporates scaffolding to address learner's needs regarding software context, tasks, tools, and interface. Then, we present examples from the user testing data which illustrate the impact of specific software features designed to provide scaffolding.

3.1 Case Study One: Model-It Model-It is designed to support learners in building and testing models of dynamic systems. Scientists build models to test theories and to develop a better understanding of complex systems [13]. Similarly, we want to support students in the building of models, as sociocultural learning theory says that learners should be involved in professional practices. Constructivist learning theory predicts that by constructing external representations of scientific phenomena, learners are building an internal, mental model of the phenomena. We believe that by building models, students will support, refine, and develop their understanding of a scientific system by constructing models to represent their understanding of the phenomenon and its complex interrelationships.

The modeling tools that have typically been designed for students fall into two categories: pre-defined simulations, and modeling environments. Pre-defined simulations, such as Maxis' SimEarth and Wings for Learning's Explorer, are not constructivist; although user-friendly and informative within their pre-programmed domains, they do not provide access to underlying functions and representations which drive the simulation, nor the ability to add or change functionality. On the other hand, modeling environments, such as High Performance System's Stella or Knowledge Revolution's Working Model, allow unlimited flexibility in building models. However, they are difficult to learn because they don't support the novice's knowledge representation of the domain; for these tools, building complex models requires mastery of a complex authoring language [26]. Thus, current modeling tools inadequately address the needs of learners.

3.1.1 Design and LCD Scaffolding Context : Model-It, with its emphasis on building and testing models , is designed to be used in an authentic, project-based science curriculum, grounded in constructivist and sociocultural educational paradigms. The 9th and 10th grade students in our pilot studies have been engaged in a long-term project investigating the question "How safe is our water?" Specifically, they are studying a tributary of the Huron River which flows near the school, collecting a variety of data to determine the quality of the water. Since this water eventually ends up in their drinking fountains, the question is motivating and personally meaningful to the students.

Using Model-It, the students constructed models of the stream ecosystem (Model-It can be used to build a wide range of process flow models; for our preliminary classroom study we chose the domain of stream ecosystems. In our description of the program, we use examples from this domain.) , and were assigned open-ended projects in which they were asked to build models to represent their choice of particular stream phenomena, e.g., land use practices: the impact of man-made structures such a golf course or parking lot on stream quality. Creating models is motivating to students because the students are engaged and challenged to create an original artifact. Furthermore, as students have more input into the choice and control of their environments, their motivation for pursuing cognitively challenging problems increases [2]. Allowing students to decide how to plan, design, and work on their models can engage them in the learning process.

Tasks: Model-It scaffolds the complexity of the modeling task by providing a set of pre-defined high-level objects (e.g. stream, bugs, golf course). These physical objects match the learner's knowledge representation of the domain, in contrast to an expert's knowledge representation which might consist of domain-independent primitives of inputs, outputs, functions and states.

Students select from this set of objects, define factors of the objects, and relationships between the factors. Model-It redefines the task of defining relationships by supporting a qualitative representation of relationships , rather than requiring formal mathematical expressions. This scaffolding is important for learners because their knowledge structures don't initially include a quantitative command of the concepts involved.

Tools: Learners need tools appropriate for their learning styles and levels of expertise; therefore Model-It provides tools for both qualitative and quantitative definition of relationships. Initially, relationships can be defined qualitatively by selecting descriptors in a sentence, e.g., "As stream phosphate increases, stream quality decreases by less and less " (Figure 1). As students' knowledge representations of the domain become more expert-like, they have the option of defining the relationship more quantitatively, e.g., by entering data points into a table (Figure 2). Model-It also supports a similar qualitative definition of rate relationships which define how one factor sets the rate of change of another factor over time.

To support different learning styles, and to facilitate the learner's shift to more abstract mental representations, these tools provide both textual and graphical representations of relationships . Given a qualitative definition, the software translates the text into a quantitative visual representation; e.g. "decreases by less and less" is interpreted as shown by the graph in Figure 1.

The Factor Map (Figure 4) provides an interactive overview of the model . It helps students structure the task by providing a means of visualizing the network of factors and relationships, rearranging the nodes in a meaningful way, and making changes (e.g., drawing an arrow to create a new relationship).

From a constructivist perspective, interactively working and reworking the representation enables the student to continue constructing their knowledge representations [17]. By integrating the building and testing components of modeling, Model-It supports an iterative process of model construction.

Finally, to encourage students to reflect, and therefore extend their knowledge and their metacognitive skills, the interface encourages articulation by providing explanation fields (e.g., Figure 2) where students can enter explanations for the objects, factors and relationships they create.

3.1.2 Results Versions of Model-It have been used in several classroom studies with 9th and 10th grade students. In each, students have worked in groups of two with the program, over a period of one or two weeks. Each study culminated in the assignment of an open-ended modeling task, where students were asked to create their own models to represent some chosen ecological phenomenon. In [12], we present a detailed analysis of the data. The following discussion focuses on a representative pair of students, Paul and Jim, two 9th graders from our first classroom study, and how Model-It scaffolded them in creating a complex model in just one 45-minute period.

Context: The open-ended modeling task assigned to the students gave them the flexibility to branch off and explore different topics, and to express their own understanding. For example, to demonstrate land use impacts, Paul and Jim chose to put the golf course object into their model, and show how factors of the golf course might affect the stream and the organisms living in it:

J: Let's use that one. P: The golf course? J: Yeah, we haven't used that one yet. P: How the golf course affects what, though? J: How the golf course affects, um, bacteria. P: Too hard. J: It's easy. Because the golf course, a lot of geese are on the golf course, and the geese feces go in the water. P: Oh, and it affects fecal coliform J: Which in turn affects the bacteria, and the fecal coliform grows on bacteria. P: Okay, where do you want the golf course? J: Right there.

Tasks: Students were comfortable expressing themselves qualitatively, and using the qualitative definition of relationships, they were able to build complex relationships very quickly:

P: As geese increases fecal coliform increases at about the same. And then if we want, it won't take long to put in nitrates. J: Okay. P: We can add that in. J: Cause that's part of fertilizer... P: Cause that's part of fertilizer, yeah. So we go to stream...okay...to nitrates N I T nitrates. J: Lesser and lesser.

P: The size of the golf course affected the geese, the number of geese... J: The more land there is the more geese... And the more geese the more fecal coliform. P: The golf course size affected nitrates and phosphates...because the bigger golf course has more fertilizer and fertilizer has nitrates and phosphates in it. Teacher: Do you have any [relationships] going to quality? P: Well I'm getting there, okay? This is complicated! Okay, fecal coliform goes to quality, phosphate goes to quality, nitrate goes to quality... And then the quality went to rate of growth. Teacher: Why? P: Because the better quality... J: There is the more mayflies can grow. And then the growth went to count and the decay went to the count.

Interface: Meters and graphs provided visualization of simulations as they ran, and were used for model testing and verification. For instance, during their testing, Paul and Jim used the meters to try different values of golf course size, and realized that it should affect the number of geese on the golf course, so they went back to put that relationship in: "So, golf course size affects golf course geese. Yeah, we can do it. As golf course size increases, geese increases by about the same."

3.1.3 Summary Our Model-It testing showed that the software design scaffolded the learners' growth, diversity, and motivation. Within the context of this project-based classroom, working on an authentic problem, students were able to build and test computational models, a task which is usually inaccessible to learners in high school science classrooms. Students used modeling tools provided by the software in ways reflective of their learning styles; their engagement with the modeling task was evident in their interaction with the interface as they built and tested their models.

3.2 Case Study Two: NoRIS NoRIS is designed to provide an environment that will enable students to use professional computational science tools to carry out a scientific investigation. More and more researchers are turning to computational science when they investigate problems because increased computing power allows them to model physical phenomena, giving more explanatory power to their arguments. Therefore, it is important for students to use authentic tools as they learn to conduct investigations and construct scientific arguments [8]. However, learning to use computational science tools and techniques is a complex process that poses difficulties to the learner.

• First, there are many different individual computational tools available to scientists, but few tools that provide comprehensive support for the entire investigative process. For example, visualization packages are very powerful, but very specific for a certain subtask of an investigation. Others, such as Mathematica, Maple, etc., are attempting to integrate more functionality within a single package, but the packages are still complex and do not support all investigative tasks [25], nor do they provide support for learners.
• Second, computational science results in artifacts of different media types, but there is no support for the construction of the scientific argument, or for the management of the artifacts necessary to support the investigatory process [10]. For example, in a given situation, a student may need to refer to a source code file, data file, and graph, all of which may reside in different directories. The responsibility for organization and access of these artifacts is with the student.
• Finally, students are confronted with a variety of different interfaces and tools, which adds an additional level of complexity to the investigation.

3.2.1 Design and LCD Scaffolding Context : NoRIS provides a platform that enables students to use computational science so that they can carry out a scientific investigation. NoRIS is being used in a senior-level nuclear engineering class where students investigate numerical methods. NoRIS assumes more of a sociocultural perspective: by giving these students an environment that reduces many of the complexities inherent in computational science, NoRIS aims to support students as they begin learning the tools and practices of the professional researcher.

Tasks : Students with little expertise can be hindered by having to remember the variety of disjointed, lower-level tasks that make up an investigation. NoRIS therefore restructures an investigation in terms of high-level tasks :

• Notekeeping: Students continually record important observations, data, etc. throughout an investigation.
• Building cases: A case encompasses the major tasks that use computational tools, such as writing numerical-method programs, visualizing data, etc.

As well as restructuring the investigative process, NoRIS also reduces complexity by handling the student's managerial tasks, such as artifact management . Artifact management is important because throughout an investigation, the student may have to re-use, modify, or refer to artifacts such as notes, source code, data files, etc. However, it becomes tedious and distracting for a student to coherently organize their artifacts. By supporting artifact management, the student can focus more on their investigation less on mundane, bookkeeping tasks.

Tools : In order to provide an environment that students can use for scientific inquiry, NoRIS provides the variety of tools needed by beginning students to complete their tasks. As we have seen, there are many computer tools that can be used in a scientific investigation: computational tools (such as compilers and algebraic/mathematical software), visualization tools , etc. NoRIS provides this functionality by integrating existing software packages.

However, for tasks such as artifact management, there are no existing tools that the student can use. NoRIS is designed as a computer notebook , a metaphor that corresponds to the student's current mental representations--they know what it is and how to use it. The notebook metaphor provides an organizational structure to help students manage the different artifacts that they have created during the argument. For example, NoRIS includes the Notebook Summary window (Figure 5) that summarizes the different numerical-method programs that have been written by the student.

• The Workspace Tool (Figure 6) contains a task diagram (a constructivist concept) of the process used to construct a case for the numerical method that they are investigating. Each button represents a different stage in the case-building process. Pressing a button presents the user with a menu identifying their options for that particular stage.

Context : Using NoRIS, students were able to complete their particle-distribution assignments, verifying that NoRIS facilitates their investigatory process. We saw that NoRIS gave students an environment that made computational science accessible and investigations manageable.

Tasks : The task decomposition defined in NoRIS helped reduce the complexity of an investigation, and students quickly caught on to the tasks decomposition. They saw that their investigation involved setting up different cases for their different numerical methods and keeping notes on those cases. We soon observed students trying out new experiments by simply setting up new cases, even though their problem did not necessarily indicate that they needed to do so.

We also saw that it was useful for NoRIS to handle some of the student's tasks, such as artifact management. One student noted the advantages of this:

"I am usually disorganized and after a while, I spend a lot of time organizing things--setting up directories, putting codes and things in the right places. NoRIS takes care of this--this really helps because it lets me concentrate on the problem."

Tools : Students liked the fact that they had all of the necessary tools available to them in one application. Since students are not experts in using computational science, they may not know what tools to use in given situations:

"[NoRIS] really provides an integrated package that beginning students can really use...having all of the needed information 'at my fingertips' is an advantage so that I do not have to bounce around different programs...this is good for students who are inexperienced with [computers]"

Interface : Students liked using the interface because it was easy to invoke their different tools. The fact that they could use menus and buttons to access many of their tools made it easy for the student to quickly get started with their investigation.

Students also appreciated the different visual cues provided by the interface. For example, one student commented on the notepad button palette that identifies important pieces of information that should be recorded:

"[The button palette] helps lay out the thought process I should be following when I start working on my problem...Seeing [the buttons] makes me pause and think about the problem rather than just jumping in and starting to write programs, which is what I might normally do."

3.3.3 Summary Our user testing has shown that students are able to use NoRIS to complete authentic scientific investigations, and that they find the structure provided by the program helpful. Furthermore, by providing an accessible interface to the array of computational tools used by professional researchers, NoRIS supports learners in their enculturation into professional practices.

4. CONCLUDING REMARKS Model-It and NoRIS are two components of the ScienceWare suite of tools, a "computational workbench" that we are developing to scaffold learners engaged in the full range of scientific investigatory activities. As we apply our LCD strategies to the design of the ScienceWare tools, and study the use of these tools in classroom settings, our goal is to develop a fully-articulated LCD framework in which the needs of learners are specifically addressed by theoretically-motivated scaffolding for each element of the learning environment.

In putting forth the notion of UCD, Norman, Draper, and their book contributors [15] sought to focus attention on the needs of users at a time when there was growing interest in developing usable and productive interfaces and interaction paradigms. Similarly, in putting forth the notion of LCD, our intent is to focus discussion on work that is expressly intended for learners at a time when, as Business Week [2] declared, there is a "revolution" going on in educational software. UCD has proven itself to be a useful notion; time will tell whether LCD is similarly so.

Acknowledgments This research has been supported by the National Science Foundation (RED 9353481 and IRI 9117084), the National Physical Science Consortium, and the University of Michigan.

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3 Learning Theories: Understanding How People Learn

Introduction.

Learning theories describe the conditions and processes through which learning occurs, providing teachers with models to develop instruction sessions that lead to better learning. These theories explain the processes that people engage in as they make sense of information, and how they integrate that information into their mental models so that it becomes new knowledge. Learning theories also examine what motivates people to learn, and what circumstances enable or hinder learning.

Sometimes people are skeptical of having to learn theory, believing those theories will not be relevant in the real world, but learning theories are widely applicable. The models and processes that they describe tend to apply across different populations and settings, and provide us with guidelines to develop exercises, assignments, and lesson plans that align with how our students learn best. Learning theories can also be engaging. People who enjoy teaching often find the theories interesting and will be excited when they start to see connections between the theory and the learning they see happening in their own classrooms.

General Learning Theories

With a basic understanding of learning theories, we can create lessons that enhance the learning process. This understanding helps us explain our instructional choices, or the “why” behind what and how we teach. As certain learning theories resonate with us and we consciously construct lessons based on those theories, we begin to develop a personal philosophy of teaching that will guide our instructional design going forward. This chapter provides a bridge from theory to practice by providing specific examples of how the theories can be applied in the library classroom. These theories provide a foundation to guide the instructional design and reflective practices presented in the rest of this textbook.

As you read, you might consider keeping track of the key points of each theory and thinking about how these theories could be applied to your practice. Figure 3.1 provides you with an example of a graphic organizer, one of the instructional materials that will be discussed in Chapter 11, that you could use to take notes as you read this chapter.  In addition to the examples in practice that are provided in this chapter, you might add some of your own.

Figure 3.1: Graphic Organizer for Major Learning Theories

Behaviorism

Behaviorism is based largely on the work of John B. Watson and B. F. Skinner. Behaviorists were concerned with establishing psychology as a science and focused their studies on behaviors that could be empirically observed, such as actions that could be measured and tested, rather than on internal states such as emotions (McLeod, 2015). According to behaviorists, learning is dependent on a person’s interactions with their external environment. As people experience consequences from their interactions with the environment, they modify their behaviors in reaction to those consequences. For instance, if a person hurts their hand when touching a hot stove, they will learn not to touch the stove again, and if they are praised for studying for a test, they will be likely to study in the future

According to behavioral theorists, we can change people’s behavior by manipulating the environment in order to encourage certain behaviors and discourage others, a process called conditioning (Popp, 1996). Perhaps the most famous example of conditioning is Pavlov’s dog. In his classic experiment, Pavlov demonstrated that a dog could be conditioned to associate the sound of a bell with food, so that eventually the dog would salivate whenever it heard the bell, regardless of whether it received food. Watson adapted stimulus conditioning to humans (Jensen, 2018). He gave an 11-month-old baby a rat, and the baby seemed to enjoy playing with it. Over time, Watson caused a loud, unpleasant sound each time he brought out the rat. Eventually, the baby associated the rat with the noise and cried when he saw the rat. Although Watson’s experiment is now considered ethically questionable, it did establish that people’s behavior could be modified through control of environmental stimuli.

Skinner (1938) examined how conditioning could shape behavior in longer-term and more complex ways by introducing the concept of reinforcement. According to Skinner, when people receive positive reinforcement, such as praise and rewards for certain behaviors, those behaviors are strengthened, while negative reinforcement will deter behaviors. According to Skinner, by carefully controlling the environment and establishing a system of reinforcements, teachers, parents, and others can encourage and develop desired behaviors (Jensen, 2018). A simple example of behaviorism in the classroom is a point system in which students are awarded points for good behavior and deducted points for unwanted behavior. Eventually, accumulated points might be traded in for rewards like small gifts or homework passes. This approach assumes that motivation is external, in that students will engage in certain behaviors in order to gain the rewards.

Because it emphasizes the external environment, behaviorism largely ignores or discounts the role of internal influences such as prior knowledge and emotion (Popp, 1996).  To an extent, behaviorists view learners as blank slates and emphasize the role of the teacher in the classroom. In this teacher-centered approach, instructors hold the knowledge, decide what will be learned, and establish the rewards for learning. Since their experience and prior knowledge are not considered relevant, learners are passive participants simply expected to absorb the knowledge transmitted by the teacher. While the idea of learners as blank slates has fallen out of favor, many of the conditioning aspects of behaviorism remain popular. As almost any student can attest, behavioral methods of reinforcement, such as the point system described above, are still common, especially in younger grades. Recent trends toward gaming in the classroom, where certain behaviors are rewarded with points and leveling up, are based in a behaviorist approach to learning. See Activity 3.1 for a brief activity on behaviorism.

Activity 3.1: Reflecting on Behaviorism

Think of some of your own learning experiences, whether they were in a traditional classroom, through professional development training, or related to personal interests, such as dance or photography lessons. Try to identify a few examples of behaviorism from those experiences and reflect on the following questions:

• How did your instructors use behavioral practice in their classrooms?
• Did you find those practices motivating? Why or why not?
• If you can think of examples of behaviorism from several different learning experiences, were they more appropriate in some situations than others? How so?
• Have you ever used, or can you imagine using, behaviorism in your own teaching practice? How so?

Humanism recognizes the basic dignity and worth of each individual and believes people should be able to exercise some control over their environment. Although humanism as an educational philosophy has its roots in the Italian Renaissance, the more modern theorists associated with this approach include John Dewey, Carl Rogers, Maria Montessori, Paolo Freire, and Abraham Maslow. Humanist learning theory is a whole-person approach to education that centers on the individual learners and their needs, and that considers affective as well as cognitive aspects of learning. At its essence, “humanism in education traditionally has referred to a broad, diffuse outlook emphasizing human freedom, dignity, autonomy, and individualism” (Lucas, 1996). Within this broader context, humanism is also characterized by the following tenets (Madsen & Wilson, 2012; Sharp, 2012):

• Students are whole people, and learning must attend to their emotional as well as their cognitive state.
• Teachers should be empathetic.
• Learners are self-directed and internally motivated.
• The outcome of learning is self-actualization.

Humanism centers the individual person as the subject and recognizes learners as whole beings with emotional and affective states that accompany their cognitive development. Recognizing the role of students’ emotions means understanding how those emotions impact learning. Student anxiety, say around a test or a research paper, can interfere with the cognitive processes necessary to be successful. Empathetic teachers recognize and try to understand students’ emotional states, taking steps to alleviate negative emotions that might detract from learning by creating a supportive learning environment.

In a library context, Mellon (1986) identified the phenomenon of library anxiety, or the negative emotions that some people experience when doing research or interacting with library tools and services. This anxiety can distract learners and make it difficult to engage in the processes necessary to search for, evaluate, and synthesize the information they need to complete their task. Similarly, in her Information Search Process, Kuhlthau (1990) describes the affective states as well as the cognitive processes students engage in when doing research, acknowledging that their emotions fluctuate among anxiety, optimism, and, ultimately, satisfaction or disappointment.

A humanist approach to education recognizes these affective states and seeks to limit their negative impact. For instance, we can acknowledge that feelings of anxiety are common so learners recognize that they are not alone. We can also explain how the skills students learn are relevant to their lives in and outside of the classroom.

Because humanists see people as autonomous beings, they believe that learning should be self-directed, meaning students should have some choice in what and how they learn. Humanistic education is often connected with student-centered pedagogical approaches such as differentiated curricula, self-paced learning, and discovery learning (Lucas, 1996). Self-directed learning can take many forms, but it generally means that the instructor acts as a guide, and learners are given the freedom to take responsibility for their own learning. Teachers will provide the materials and opportunities for learning, but students will engage with the learning on their own terms. In a library classroom, we can give students choices about the topics they will research or offer learners different types of activities to practice skills and demonstrate what they have learned.

Humanists also believe that learning is part of a process of self-actualization. They maintain that learning should be internally motivated and driven by students’ interests and goals, rather than externally motivated and focused on a material end goal such as achievement on tests, or employment (Sharp, 2012). The expectation is that when students are allowed to follow their interests and be creative, and when learning takes place within a supportive environment, students will engage in learning for its own sake. This emphasis on self-actualization is largely based on Maslow’s (1943) hierarchy of needs. Maslow identified five levels of needs: basic physiological needs such as food, water, and shelter; safety and security needs; belongingness and love needs, including friends and intimate relationships; esteem needs, including feelings of accomplishment; and self-actualization, when people achieve their full potential. Importantly, these needs are hierarchical, meaning a person cannot achieve the higher needs such as esteem and self-actualization until more basic needs such as food and safety are met. The role of the humanist teacher is to facilitate the student’s self-actualization by helping to ensure needs such as safety and esteem are met through empathetic teaching and a supportive classroom.

In his book, Pedagogy of the Oppressed , Freire (2000) brings together many of the student-centered elements of humanistic education, with a strong emphasis on social justice aspects of learning and teaching. In contrast to behaviorist approaches, Freire emphasizes the importance of students’ life experience to their learning. He criticizes what he describes as the “banking model” of education, in which students are viewed as passive and empty vessels into which teachers simply deposit bits of knowledge that students are expected to regurgitate on exams or papers without any meaningful interaction. Freire insists that learning must be relevant to the student’s life and the student should be an active participant in order for learning to be meaningful. Freire also emphasized the emancipatory role of education, arguing that the purpose of education was for learners to gain agency to challenge oppressive systems and improve their lives, and praxis, in which learners put abstract and theoretical knowledge into practice in the real world.

While a student-centered approach and choice can be introduced in any classroom, observers note that in an age of curriculum frameworks and standardized tests, where teachers are often constrained by the material, the ability to provide students with choice and allow for exploration is limited (Sharp, 2012; Zucca-Scott, 2010). Librarians often face similar constraints. School librarians also must meet state and district curriculum standards. Academic librarians generally depend on faculty invitations to conduct instruction and need to adapt their sessions to fit the content, time frame, and learning objectives of the faculty member. Nevertheless, we can always find ways to integrate some self-direction. For instance, rather than using planned examples to demonstrate searches, we might have students suggest topics to search. If we plan hands-on practice activities, we could allow learners to explore their own interests as they engage in the activity, rather than limiting them to preselected topics.

Cognitivism

Cognitivism, or cognitive psychology, was pioneered in the mid-twentieth century by scientists including George Miller, Ulric Neisser, and Noam Chomsky. Whereas behaviorists focus on the external environment and observable behavior, cognitive psychologists are interested in mental processes (Codington-Lacerte, 2018). They assert that behavior and learning entail more than just response to environmental stimuli and require rational thought and active participation in the learning process (Clark, 2018). To cognitivists, learning can be described as “acquiring knowledge and skills and having them readily available from memory so you can make sense of future problems and opportunities” (Brown et al., 2014, p. 2).

Cognitivists view the brain as an information processor somewhat like a computer that functions on algorithms that it develops in order to process information and make decisions. According to cognitive psychology, people acquire and store knowledge, referred to as schema, in their long-term memory. In addition to storing knowledge, people organize their knowledge into categories, and create connections across categories or schema that help them retrieve relevant pieces of information when needed (Clark, 2018). When individuals encounter new information, they process it against their existing knowledge or schema in order to make new connections. Cognitivists are interested in the specific functions that allow the brain to store, recall, and use information, as well as in mental processes such as pattern recognition and categorization, and the circumstances that influence people’s attention (Codington-Lacerte, 2018).

Because cognitivists view memory and recall as the key to learning, they are interested in the processes and conditions that enhance memory and recall. According to cognitive psychology research, traditional methods of study, including rereading texts and drilling practice, or the repetition of terms and concepts, are not effective for committing information to memory (Brown et al., 2014). Rather, cognitivists assert that activities that require learners to recall information from memory, sometimes referred to as “retrieval practice,” lead to better memory and ultimately better learning. For example, they suggest that language learners use flash cards to practice vocabulary words, rather than writing the words out over and over or reading and rereading a list of words, because the flash cards force the learner to recall information from memory.

While testing has fallen out of favor with many educators and education theorists, cognitivists find tests can be beneficial as both a retrieval practice and a diagnostic tool. They view tests not only as a way to measure what has been learned but as a way to practice retrieval of important concepts, and as a way to identify gaps or weaknesses in knowledge so that learners know where to concentrate their efforts (Brown et al., 2014). Cognitivists encourage “spaced practice,” or recalling previously learned information at regular intervals, and “interleaving,” or learning related concepts together to establish connections among them. Their research has found that retrieval is more effective when the brain is forced to recall information after some time has passed, and when the recall involves two or more related subjects or concepts. Finally, cognitivists also promote problem-based learning, maintaining that “trying to solve a problem before being taught the solution leads to better learning, even when errors are made in the attempt” (Brown et al., 2014, p.4).

These processes that enhance memory and recall, and thus learning, have some implications for instructors in creating an optimal environment for learning. Gagné (1985) proposed nine conditions for learning, referred to as the external conditions of learning, or the nine events of instruction:

• Gain attention. Engage students’ attention by tying learning to relevant events in their lives and asking stimulating questions.
• Inform the learner of the objective.  Begin by sharing the learning goals with the students, thus setting expectations and providing a map of the learning.
• Stimulate recall of prior learning.  Encourage students to remember previously learned relevant skills and knowledge before introducing new information.
• Present the stimulus.  Share new information. This step depends on the content of the lesson. For instance, a lesson on Boolean operators might begin with a Venn diagram and examples of the uses of and , or , and not .
• Provide learner guidance.  Facilitate learning by demonstration and explanation.
• Elicit performance.  Allow time for students to practice skills and demonstrate their abilities. Ideally, students would be given low-stakes opportunities for practice, so they feel comfortable if they do not succeed immediately.
• Provide feedback.  Offer students input on what they are doing well and where they can improve.
• Assess performance.  Employ measures such as assignments, activities, and projects to gauge whether learning has occurred.
• Enhance retention and transfer.  Give students opportunities to practice skills in new contexts, which improves retention and helps students see how the skills are applied to different areas.

Cognitivism remains a popular approach to learning. However, one criticism of cognitive psychology is that, unlike humanism, it does not account for the role of emotions in learning (Codington-Lacerte, 2018). Further, some critics believe that cognitivism overemphasizes memorization and recall of facts to the detriment of higher-order skills such as creativity and problem solving. However, cognitivists argue that the ability to recall facts and concepts is essential to higher-order thinking, and therefore the two are not mutually exclusive but actually interdependent (Brown et al., 2014). Finally, cognitivism is considered teacher-centered, rather than learner-centered, since it emphasizes the role of the instructor in organizing learning activities and establishing the conditions of learning (Clark, 2018). Activity 3.2 is a brief exercise on cognitivism.

Activity 3.2: Reflecting on Cognitivism

Cognitive scientists recommend retrieval practice, including spaced practice and interleaving, over drilling.

Questions for Reflection and Discussion:

• What kind of study practices do you tend to use? Do your practices vary depending on the content or material you are studying? How so?
• Can you think of ways to integrate retrieval practices into your work for this class?
• Spaced practice involves returning to previously learned concepts at later times, but information professionals often teach one-shot sessions. Can you think of ways to integrate spaced practice into a one-shot session?

Constructivism

Constructivism posits that individuals create knowledge and meaning through their interactions with the world. Like cognitivism, and as opposed to behaviorism, constructivism acknowledges the role of prior knowledge in learning, believing that individuals interpret what they experience within the framework of what they already know (Kretchmar, 2019a). Social constructs, such as commonly held beliefs, and shared expectations around behavior and values provide a framework for knowledge, but people “do not just receive this knowledge as if they were empty vessels waiting to be filled. Individuals and groups interact with each other, contributing to the common trove of information and beliefs, reaching consensus with others on what they consider is the true nature of identity, knowledge, and reality” (Mercadal, 2018). Cognitivism and constructivism overlap in a number of ways. Both approaches build on the theories of Jean Piaget, who is sometimes referred to as a cognitive constructivist. However, while cognitivism is considered teacher-centered, constructivism centers the learner by recognizing their role in engaging with content and constructing meaning. Constructivist teachers act as guides or coaches, facilitating learning by developing supportive activities and environments, and building on what students already know (Kretchmar, 2019b).

Piaget discusses the concepts of assimilation, accommodation, and disequilibrium to describe how people create knowledge. In his early work as a biologist, Piaget noticed how organisms would adapt to their environment in order to survive. Through such adaptation, the organism achieved equilibrium. Extending these observations to cognitive science, he posited that human beings also seek equilibrium (Kretchmar, 2019a).

When they encounter new situations, or new information, human beings must find a way to deal with the new information. Similar to the processes described in the section on cognitivism, people will examine their existing knowledge, or schema, to see if the new information fits into what they already know. If it does, they are able to assimilate the information relatively easily. However, if the new information does not fit into what people already know, they experience disequilibrium or cognitive conflict, and must adapt by accommodating the new information. For example, once children learn what a dog is, they might call any four-legged creature they see a dog. This is assimilation, as the children are fitting new information into their existing knowledge. However, as children learn the differences between, say, a dog and cat, they can adjust their schema to accommodate this new knowledge (Heick, 2019).

Disequilibrium and accommodation can be uncomfortable. People might be confused or anxious when they encounter information that does not fit their existing schema, and they might struggle to accommodate that new information, but disequilibrium is crucial to learning (Kretchmar, 2019a). During assimilation, people might be adding new bits of information to their knowledge store, but they are not changing their understanding of the world. During accommodation, as people change their schema, construct new knowledge, and draw new connections among existing areas of knowledge, actual learning occurs, and accommodation requires disequilibrium.

Acknowledging the role of disequilibrium is important for both instructors and students. People naturally want to avoid discomfort, but that can also mean avoiding real learning. As instructors, we can facilitate accommodation by acknowledging that the process might be challenging, and by creating conditions that allow students to feel safe exploring new information. We can reassure learners that feelings of discomfort or anxiety are normal and provide them with low-stakes opportunities to engage with new information.

Social Constructivism

Social constructivism builds on the traditions of constructivism and cognitivism; whereas those theories focus on how individuals process information and construct meaning, social constructivists also consider how people’s interactions with others impact their understanding of the world. Social constructivists recognize that different people can have different reactions and develop different understandings from the same events and circumstances, and are interested in how factors such as identity, family, community, and culture help shape those understandings (Mercadal, 2018).While cognitivists and constructivists view other people as mostly incidental to an individual’s learning, social constructivists see community as central. Social constructivism can be defined as “the belief that the meanings attached to experience are socially assembled, depending on the culture in which the child is reared and on the child’s caretakers” (Schaffer, 2006). Like constructivism, social constructivism centers on the learners’ experiences and engagement, and sees the role of the instructor as a facilitator or guide. Two of the major theorists associated with social constructivism are Pierre Bourdieu and Lev Vygotsky.

Vygotsky built on the work of Piaget and believed knowledge is constructed, but felt that prior theories overemphasized the role of the individual in that construction of knowledge. Instead, he “was most interested in the role of other people in the development and learning processes of children,” including how children learn in cooperation with adults and older or more experienced peers who can guide them with more complex concepts (Kretchmar, 2019b). Vygotsky was also interested in how language and learning are related. He postulated that the ways in which people communicate their thoughts and understandings, even when talking themselves through a concept or problem, are a crucial element of learning (Kretchmar, 2019b). For Vygotsky, interaction and dialogue among students, teachers, and peers are key to how learners develop an understanding of the world and of the socially constructed meanings of their communities.

Bourdieu examined the way in which social structures influence people’s values, knowledge, and beliefs, and how these structures often become so ingrained as to be invisible. People within a society become so enculturated into the systems and beliefs of that society that they often accept them as “normal” and do not see them as imposed structures (Roth, 2018). As a result, individuals might not question or challenge those structures, even when they are unfair or oppressive. In addition to examining how community and culture help shape knowledge, Bourdieu was interested in how issues of class impact learning. He observed that over time, schools developed to reflect the cultures of wealthier families, which enabled their children to succeed because they inherently understood the culture of the classroom and the system of education. We continue to see such issues today, and as discussed more in Chapter 5 and Chapter 6, part of our critical practice is to ensure that our classrooms and instructional strategies are inclusive of and responsive to all students.

Activity 3.3 explores how we can use theory to guide our practice.

Activity 3.3: Using Learning Theory to Plan Lessons

While learning theories can be interesting on their own, our goal as instructors is to apply them to classroom practice. Imagine that you are a high school librarian working with a class that has just been assigned a research paper. Your goal for this session is for students to brainstorm keywords and synonyms for their topics, and to learn how to string those words together using the Boolean operators and , or , and not . You want to be sure the students understand the function of the Boolean operators and can remember how to use them for future searches.

Choose one of the learning theories outlined in this chapter and design a brief lesson to teach Boolean operators from the perspective of that theory. Concentrate less on what you would teach but rather on how you would teach it in keeping with the chosen theory:

• How would you introduce the topic?
• What sort of learning activities would you use?
• What would you be doing during the lesson? What would you expect students to do?
• How might any of your answers to these questions change if you were to use a different theory as your guide?

Developmental Stages

The learning theories outlined above discuss various cognitive processes involved in learning, as well as some of the motivators and conditions that facilitate learning. While these theories attempt to describe how people learn, it is important to note that individuals are not born ready to engage in all of these processes at once, nor do they necessarily all engage in the same processes at the same time. Rather, more complex processes develop over time as people experience the world and as their brain matures. In addition to studying how people learn, some theorists have also proposed theories or frameworks to describe developmental stages, or the various points in human development when different cognitive processes are enabled, and different kinds of learning can occur.

Piaget outlined four hierarchical stages of cognitive development: sensorimotor, preoperational, concrete operational, and formal operational (Clouse, 2019), illustrated in Table 3.1. In the sensorimotor stage, from birth to about two years, infants react to their environment with inherent reflexes such as sucking, swallowing, and crying. By about age two, they begin problem solving using trial and error. The preoperational stage, also sometimes called the intuitive intelligence stage, lasts from about ages two to seven. During this time, children develop language and mental imagery. They are able to use their imagination, but they view the world only from their own perspective and have trouble understanding other perspectives. Their understanding of the world during this stage is tied to their perceptions. Children are in the operational stage from about ages seven to 12, during which time they begin to think more logically about the world, can understand that objects are not always as they appear, and begin to understand other people’s perspectives. The final stage, formal operationalism, begins around age 12. At this point, individuals can think abstractly and engage in ideas that move beyond the concrete world around them, and they can use deductive reasoning and think through consequences (Clark, 2018; Clouse, 2019).

Table 3.1: Piaget’s Four Stages of Cognitive Development

Perry’s (1970) Scheme of Intellectual and Moral Development offers another useful framework for understanding the developmental stages of learning. Perry proposed four stages of learning. In the first stage, dualism, children generally believe that all problems can be solved, and that there are right and wrong answers to each question. At this stage, children generally look to instructors to provide them with correct answers. The second stage is multiplicity, where learners realize that there are conflicting views and controversies on topics. Learners in the multiplicity stage often have trouble assessing the authority and credibility of arguments. They tend to believe that all perspectives are equally valid and rely on their own experiences to form opinions and decide what information to trust. In the next stage, referred to as relativism, learners begin to understand that there are different lenses for understanding and evaluating information. They learn that different disciplines have their own methods of research and analysis, and they can begin to apply these perspectives as they evaluate sources and evidence. At this point, learners can understand that not all answers or perspectives are equal, but that some answers or arguments might be more valid than others. In the final stage, commitment, students integrate selected information into their knowledge base. You might notice connections between Perry and the cognitivists and constructivists described above in the way they each describe people making sense of information by comparing new information to existing knowledge. However, Perry organizes the processes into developmental stages that outline a progression of learning.

Understanding the stages laid out by Piaget and Perry, we can develop lessons that are appropriate to learners at each stage. For example, in presenting a lesson on climate change to preoperational students using Piaget’s framework, an instructor could gather pictures of different animal habitats, or take children on a nature walk to observe the surrounding environment. Instructors could ask these children to describe what they see and reflect on their personal experiences with weather, while older children could be asked to imagine how the changes are impacting other people and organisms, anticipate consequences of the impact of climate change, and perhaps use problem solving to propose steps to improve their environment. Considering Perry’s Scheme, instructors might guide students from multiplicity to relativism by explaining scientific methods for measuring climate, and challenging learners to evaluate and compare different sources of information to determine which presents the strongest evidence.

Piaget and Perry offer developmental models that outline stages broadly aligned with a person’s age. Both models assume a relatively linear chronological development, with children and young adults passing through different stages at roughly the same time. Vygotsky, on the other hand, describes a model that focuses more on the content being mastered rather than the age of the student. According to Vygotsky’s theory, known as Zone of Proximal Development (ZPD), as learners acquire new knowledge or develop new skills, they pass through three stages, often illustrated as concentric circles, as in Figure 3.2. The center circle, or first zone, represents tasks that the learner can do on their own. The second zone, or the Zone of Proximal Development, represents an area of knowledge or set of tasks that the learner can accomplish with assistance. The tasks and knowledge in this zone require students to stretch their abilities somewhat beyond their current skill level but are not so challenging as to be completely frustrating. The outermost circle, or third zone, represents tasks that the learner cannot yet do. Vygotsky posits that by working within the ZPD, learners can continue to grow their skills and abilities and increase their knowledge (Flair, 2019).

Figure 3.2: The Zone of Proximal Development

Whereas Piaget and Perry’s theories suggest that learners pass through the same stages at roughly the same time, Vygotsky maintains that the ZPD, or the zone of learning that will appropriately challenge the learner, is different for each student, depending on their background knowledge, experience, and ability (Flair, 2019). The same individual can experience different ZPDs in different subject areas; they might be advanced in math and able to take on material above their grade level but might find languages more challenging. Like with social constructivism, interaction with others is central to ZPD. According to Vygotsky, learning takes place when students interact with others who are more knowledgeable, including peers and instructors, who can provide guidance in the ZPD (Schaffer, 2006).

Math can provide a good example of working within the ZPD. Once students are comfortable with addition, they can probably learn subtraction with some help from a teacher or other peers but are probably not ready to learn long division. Our challenge as instructors is to identify the ZPD for each student so that we are neither boring learners with material that is too easy nor overwhelming them with material that is too hard. Chapter 7 discusses methods for assessing learners’ background knowledge to help determine the appropriate level of learning.

Most of the educational theories and frameworks outlined in this chapter were developed with a focus on children and young adults. While many of the principles can apply to an adult audience, they do not necessarily account for the specific issues, challenges, and motivations of adult learners. Yet, many information professionals will work mostly or even exclusively with adults. Academic librarians and archivists largely work with students who are at least 17 years old and, as the numbers of nontraditional students continue to increase, will find themselves increasingly working with older learners. Likewise, information professionals in corporations and medical and legal settings work almost exclusively with adults. Public librarians see a range of patrons, and many public libraries are increasing educational programming for their adult patrons. This section presents the educational concept of andragogy, which addresses teaching and learning for adults.

Knowles proposed andragogy as “the art and science of helping adults learn” (1988, p. 43). Andragogy is based on a set of assumptions about the ways in which adult learners’ experience, motivations, and needs differ from those of younger students, and suggests that traditional classroom approaches developed with younger students in mind will not necessarily be successful with adult learners. Perhaps one of the biggest differences between child and adult learners, according to Knowles (1988), is that adults are interested in the immediate applicability of what they are learning and are often motivated by their social roles as employees, parents, and so on. As Knowles notes, in traditional classrooms, children are usually taught discrete subjects like math, reading, and history, and their learning is focused on building up knowledge for the future. Young students might not use geometry in their everyday lives, but it forms a foundation for more complex math and for future job or life tasks like measuring materials for home repairs.

Adults, on the other hand, are already immersed in the social roles for which younger students are only preparing, and they want to see how their learning applies to those roles. Thus, Knowles suggests that adults will be interested in a competency-based, rather than a subject-based, approach to learning. Further, as autonomous individuals, adults are likely to be more self-directed in their learning. That is, they will want to, and should be encouraged to, take an active part in the design and planning of lessons, providing input on content and goals. Finally, Knowles also argues that adults’ wider experience and larger store of knowledge should be a resource for learning.

Knowles (1988, p. 45) organized his approach around four assumptions of adult learners:

• Their self-concept moves from one of being a dependent personality toward a self-directed human being.
• They accumulate a growing reservoir of experience that becomes an increasingly rich resource for learning.
• Their readiness to learn becomes oriented increasingly to the developmental tasks of their social roles.
• Their time perspective changes from one of postponed application of knowledge to immediacy of application, and, accordingly, their orientation toward learning shifts from one of subject-centeredness to one of performance-centeredness.

Later, he elaborated with two additional assumptions, summed up by Merriam et al. (2007):

• The most potent motivations are internal rather than external.
• Adults need to know why they need to learn something.

Certain understandings follow from Knowles’ assumptions that we can use to guide our practice with adult learners. To begin with, we should recognize and respect adults’ tendency to be self-motivated and self-directed learners. After all, in most states, school attendance is compulsory up to a certain age, and relatively strict curriculum standards are set by each state, meaning that children have little choice about attending school in some form or about what content they learn. At least in theory, adults have a choice about whether to attend college or engage in other kinds of learning opportunities such as workshops and professional development and continuing education courses. Presumably, adults are motivated to pursue these opportunities for a specific reason, whether out of personal curiosity, to advance in their careers, or to gain a new skill. These adult learners will likely have opinions and ideas about what they want to learn and perhaps even how they want to engage with the content, so Knowles suggests we provide adult learners with choices and opportunities for input to help shape the curriculum.

Adult learners also have a larger store of knowledge and experience than their younger counterparts. From a cognitivist or constructivist point of view, adults have a larger schema against which to compare new information and make new connections. As instructors, we should recognize this store of knowledge and find ways to integrate it into the classroom, by providing ample opportunity for reflection and using guiding questions to encourage learners to draw on that knowledge. We can approach adult learners as peers or co-learners, acting more as coaches or facilitators in the learning process than as the more directive teacher associated with a traditional school classroom. This focus on learner-centered approaches and a democratic environment overlaps with humanistic and constructivist approaches to teaching.

Points three, four, and six in Knowles’ list of assumptions underscore the importance of relevance and transparency for adult learners. Knowles suggests that adults have different priorities in learning, perhaps in part because they are learning by choice and are in a better position to direct their own learning. Adult learners also tend to have more demands on their time than younger students; they may have families and jobs that impact the time they have to devote to their studies. Thus, adult learners want to see the applicability of what they are learning and might be resistant to work or information that seems incidental. We should be transparent with our adult students, both about what they will learn and how that learning is important and relevant. Sharing learning goals is an important step toward transparency, as it can help set expectations so that students understand the purpose of the lesson and activities. To illustrate relevance, we can provide concrete examples of how the learning can be applied in practice. One could argue that all students, not just adults, deserve transparency and to see the relevance of lesson goals and learning. Knowles’ point is that adults are more likely to expect, and perhaps appreciate, such transparency.

While some controversy exists over whether andragogy really constitutes a theory per se or is more a set of guiding principles or best practices, the assumptions provide helpful guidance to instructors not just in how they organize content but also in how they frame the lesson and its purposes. Based on these assumptions, we can take certain steps to set an appropriate environment for adult education (Bartle, 2019):

• Set a cooperative learning climate.
• Create mechanisms for input.
• Arrange for a diagnosis of learner needs and interests.
• Enable the formulation of learning objectives based on the diagnosed needs and interests.
• Design sequential activities for achieving the objectives.
• Execute the design by selecting methods, materials, and resources.
• Evaluate the quality of the learning experience while rediagnosing needs for further learning.

As noted above, andragogy overlaps with other theories such as humanism and constructivism, and some of the principles of andragogy, like transparency, would benefit all learners. Still, this framework is useful in reminding instructors that adult learners likely have different priorities and motivations, and thus some differences in classroom approach might be warranted.

In addition to how people learn, we should also know something about why people learn. What motivates a student to put the time and effort into learning a skill or topic, and what can we do to cultivate that motivation? Svinicki (2004) offers an intriguing model that amalgamates some of the prevailing theories of motivation in learning. She suggests that motivation is a factor of the perceived value of the learning, along with students’ belief in their own self-efficacy, or their belief in their ability to achieve the goal. As Svinicki explains, “motivation involves a constant balancing of these two factors of value and expectations for success” (2004, p. 146). Most of the learning theories outlined above address motivation implicitly or explicitly. For instance, behaviorists talk in terms of reinforcement, or external motivators, as students strive to avoid negative consequences and achieve the rewards of good work. Humanists, on the other hand, focus on the internal motivation of self-actualization. As instructors, we can create environments to increase our learners’ motivation or their perception of the value of the goal and their self-efficacy:

• Emphasize the relevance of the material.  As outlined in the section on andragogy, learners are motivated when they see the benefits of learning and understand why the material is important. Instructors should explain how the effort individuals put into learning can help them achieve personal goals, such as getting a good grade on a paper or finding a job.
• Make the material appropriately challenging.  Reminiscent of the Zone of Proximal Development, material that is too easy will be boring for learners, while material that is too challenging will be overwhelming and frustrating.
• Give learners a sense of choice and control.  Choice allows learners to have a stake in the class, while control helps them determine the level of risk they will take and thus increase their confidence. We can foster choice and control by allowing learners options in the types of activities and assignments they engage in, or in the topics they research.
• Set learners up for success. Clear expectations for the class or the assignment help learners understand what a successful performance or project looks like. By providing meaningful feedback, we can guide learners toward success.
• Guide self-assessment.  When learners accurately assess their current level of knowledge and skill, they can make reasonable predictions of the likelihood of their success with the current material.

Activity 3.4 offers an opportunity to reflect on motivation in learning.

Activity 3.4: What Motivates You?

Think back on learning experiences such as courses or workshops where you felt more or less motivated as a learner. These experiences could be related to academics, hobbies, sports, or other interests.

• In the experiences in which you felt motivated, what steps did the instructor take that helped you feel motivated?
• In the experiences where you felt less motivated, what could the instructor have done differently?
• In each case, what role did self-efficacy, or your confidence in your own abilities, play?

Growth Mindset

Dweck’s (2016) mindset theory has gained much attention in the field of education over the last few decades and has some implications for student motivation. Although this theory is somewhat different in its conceptualizations than those described in the rest of this chapter, it is included here both because of its popularity and because it provides interesting insight into how instructors can coach learners to understand and build on their potential. Dweck’s theory is less about how people learn and more about how their attitude toward learning and their self-concept can impact their ability and willingness to learn. According to Dweck, people tend to approach learning with a fixed mindset or a growth mindset. Those with more of a fixed mindset tend to believe that ability is innate; either people are born with a certain talent and ability, or they are not. If individuals are not born with natural ability in a certain area, they would waste time working on that area because they will never truly be successful. People with more of a growth mindset, on the other hand, tend to believe that ability is the outcome of hard work and effort. These people see value in working at areas in which they are not immediately successful because they believe they can improve. Even when they are good at something, they are willing to continue to work at it because they believe they can continue to get better (Dweck, 2016).

These mindsets can have a profound impact on how a person approaches learning (Dweck, 2016). People with a fixed mindset will view low grades or poor test performance as a sign of their lack of natural ability and are likely to become discouraged. They might try to avoid that subject altogether or resign themselves to failure because they do not believe that practice or study will help them improve. Instead, they will tend to stick to subjects in which they already perform well. People with a growth mindset take an opposite view. They tend to view low grades or poor performance as a diagnostic tool that helps them see where they need to concentrate their efforts in order to get better. They are willing to put in extra effort because they believe that their hard work will lead to improved performance. They are also willing to take risks because they understand that failure is just part of the process of learning. We can see connections between Dweck’s theory and Piaget’s argument that the discomfort of disequilibrium is necessary to learning.

Understandably, people with a growth mindset are usually more successful learners because they believe in their own ability to learn and grow. Luckily, Dweck maintains that these mindsets themselves are not necessarily immutable. That is, a person with a fixed mindset can be coached to adopt a growth mindset. Learners can begin by recognizing when they are engaging in fixed mindset thinking, for instance when getting anxious about mistakes or telling themselves that they are “no good” at something. Once learners understand that this thinking is counterproductive, they can change their thinking to adopt a more encouraging voice.

Importantly, Dweck notes that encouraging a growth mindset in the classroom does not mean lowering standards for learning. She maintains that instructors should have high standards but also create a supportive and nurturing atmosphere. To begin with, instructors themselves must believe that learning and growth are possible, and not give up on students who are struggling. Instructors can model this belief for students by replacing fixed mindset feedback with growth mindset feedback. For example, Dweck suggests that if learners are struggling, instructors can respond by telling them they have not succeeded yet. The word “yet” implies that they will achieve the necessary learning; they just need to keep working at it. In that way, instructors can reframe mistakes and struggles as opportunities to learn rather than as failures. Instructors should encourage and appreciate effort as well as learning. In other words, rather than focusing only on a student’s achievement, instructors can praise the effort and hard work that led to that achievement. At the same time, Dweck (2015) notes that a growth mindset is not just about effort. In addition to putting in the work, learners must also be willing to try different strategies and be open to feedback on their performance. The goal is to help students view challenges as part of the learning process and to work with them rather than to fear or avoid them.

Learning theories are meant to help instructors understand the processes and circumstances that enable learning and, by extension, offer guidance in developing activities and environments that best support learning. But what to make of the fact that there are so many different theories and that some contradict each other? The truth is that the human brain and its cognitive processes are incredibly complex and not yet fully understood. Learning theorists do their best to describe how people learn based on careful observation and experimentation, but no learning theory is perfect. Indeed, each theory has its critics, and the various theories go in and out of favor over time. Even so, the theories provide us with an empirically based understanding of how learning occurs.

Further, these theories are not mutually exclusive. We do not have to strictly adhere to one theory but can combine elements across theories in ways that resonate with our teaching styles and reflect our best understanding of our students. For instance, a teacher might draw on elements of cognitivism to enhance students’ retention and recall but also develop group activities that promote social constructivism through peer-to-peer communication. Especially with younger children, instructors might draw on behaviorism by using rewards and positive reinforcement to motivate student engagement with the content, but also integrate humanism by empathizing with students and use constructive feedback to encourage a growth mindset. We can use our understanding of developmental stages to create lessons and activities that provide an appropriate level of challenge to help students grow in their understanding. Ultimately, we should view learning theories as guidelines, not rules, and draw on them in ways that reflect our own values and understandings.

Keeping this idea of learning across theories in mind, we can sum up the key takeaways from this chapter:

• Learning is the change in knowledge, behavior, or understanding that occurs when people make connections between new information and their existing knowledge. Various theories attempt to describe the factors that enable the learning process.
• Learning does not happen in the same way or at the same time for all students. Understanding developmental stages can help instructors align instruction with student readiness. Adult learners may have needs and constraints that differ from younger learners.
• The learning process is influenced by internal factors such as the student’s level of motivation and feelings of self-efficacy, and external factors such as the classroom environment and the adults and peers with whom the learner interacts.
• Creating a democratic, empathetic, and supportive learning environment
• Assisting students in becoming self-directed learners and enhancing their motivation by offering a sense of control and choice in their learning
• Acknowledging that learning can be challenging, and helping students develop the mindset and self-efficacy that will support their persistence
• Offering regular and meaningful feedback

Suggested Readings

Brown, P. C., Roediger, H. L. III, & McDaniel, M. A. (2014). Make it stick: The science of successful learning. Belknap Press.

Brown, Roediger, and McDaniel present an engaging and accessible overview of current research in cognitive psychology. In addition to the science, the authors offer clear examples of how recommended recall and retrieval practices can be integrated into teaching.

Cooke, N. A. (2010). Becoming an andragogical librarian: Using library instruction as a tool to combat library anxiety and empower adult learners. New Review of Academic Librarianship, 16 (2), 208-227. https://doi.org/10.1080/13614533.2010.507388

This article offers a thorough overview of andragogy and the characteristics and motivators of adult learners and offers library-specific advice for teaching adult students.

Curtis, J. A. (2019). Teaching adult learners: A guide for public librarians . Libraries Unlimited.

Curtis provides a clear introduction to andragogy to contextualize instruction in public libraries. She also addresses issues of culture and generational differences in teaching adults. Covering many aspects of instruction, including developing learning objects and teaching online, this book is valuable as one of the few to focus exclusively on issues of teaching and learning in public libraries.

Dweck, C. S. (2016). Mindset: The new psychology of success (Updated ed.). Penguin Random House.

In this book, Dweck defines fixed and growth mindsets and how they can influence people’s feelings of motivation and self-efficacy in learning. She also offers guidance on how to facilitate the development of a growth mindset for better learning.

Freire, P. (2000). Pedagogy of the oppressed (30th Anniversary Edition). Bloomsbury.

In this foundational work, Freire presents the concept of the banking model of education. This book provides a social justice foundation for a humanistic approach to education.

Merriam, S. B., & Bierema, L. L. (2014).  Adult learning: Linking theory and practice . Jossey-Bass.

The authors provide a clear, concise, and engaging overview of both traditional and current theories of adult learning. The book includes activities and concrete examples for implementing the theories in the classroom.

Roy, L., & Novotny, E. (2000). How do we learn? Contributions of learning theory to reference services and library instruction. Reference Librarian, 33 (69/70), 129-139. https://doi.org/10.1300/J120v33n69_13

The authors provide an overview of some of the major learning theories, followed by specific ideas and advice for applying the theory to reference and library instruction.

Svinicki, M. D. (2004). Learning and motivation in the postsecondary classroom . Bolton, MA: Anker Publishing.

This book takes a student-centered approach to describing learning theory. Chapter 7 provides an excellent overview of motivation and self-efficacy, including implications for practice.

Bartle, S. M. (2019). Andragogy. In Salem press encyclopedia . EBSCO.

Brown, P. C., Roediger, H. L. III, & McDaniel, M.A. (2014). Make it stick: The science of successful learning . Belknap Press.

Clark, K. R. (2018). Learning theories: Cognitivism. Radiologic Technology, 90 (2), 176-179.

Clouse, B. (2019). Jean Piaget. In Salem press biographical encyclopedia . EBSCO.

Codington-Lacerte, C. (2018). Cognitivism. Salem press encyclopedia . EBSCO.

Dweck, C. S. (2015, September 22). Carol Dweck revisits the “growth mindset.” Education Week, 35 (5), 20-24. https://www.edweek.org/ew/articles/2015/09/23/carol-dweck-revisits-the-growth-mindset.html

Flair, I. (2019). Zone of proximal development (ZPD). Salem press encyclopedia . EBSCO

Gagné, R. M. (1985). The conditions of learning and theory of instruction . Wadsworth Publishing.

Heick, T. (2019, October 28). The assimilation vs accommodation of knowledge. teachthought . https://teachthought.com/learning/assimilation-vs-accommodation-of-knowledge/

Jensen, R. (2018). Behaviorism. Salem press encyclopedia of health . EBSCO.

Knowles, M. S. (1988). The modern practice of adult education: From pedagogy to andragogy. Revised and updated . Cambridge, The Adult Education Company.

Kretchmar, J. (2019a). Constructivism. Salem press encyclopedia . EBSCO.

Kretchmar, J. (2019b). Gagné’s conditions of learning. Salem press encyclopedia . EBSCO.

Kuhlthau, C. C. (1990). The information search process: From theory to practice. Journal of Education for Library and Information Science, 31 (1), 72-75. https://doi.org/10.2307/40323730

Lucas, C. J. (1996). Humanism. In J. J. Chambliss (Ed.),  Philosophy of education: An encyclopedia . Routledge.

Madsen, S. R., & Wilson, I. K. (2012). Humanistic theory of learning: Maslow. In N. M. Seel (Ed.), Encyclopedia of the Sciences of Learning . Springer.

Maslow, A. H. (1943). A theory of human motivation. Psychological Review, 50 (4), 370-396.

McLeod, S. A. (2015). Cognitive approach in psychology . Simply Psychology . http://www.simplypsychology.org/cognitive.html

Mellon, C. A. (1986). Library anxiety: A grounded theory and its development. College & Research Libraries, 47 (2), 160-165. https://doi.org/10.5860/crl.76.3.276

Mercadal, T. (2018). Social constructivism. Salem press encyclopedia . EBSCO.

Merriam, S. B., Caffarella, R. S., & Baumgartner, L. M. (2007). Learning in adulthood: A comprehensive guide (3rd edition) . Wiley.

Perry, W. G., Jr. (1970). Forms of intellectual and ethical development in the college years; A scheme. Holt.

Popp, J. A. (1996). Learning, theories of. In J. J. Chambliss (Ed.),  Philosophy of education: An encyclopedia . Routledge.

Roth, A. L. (2018). Pierre Bourdieu. Salem press biographical encyclopedia . EBSCO.

Shaffer, R. H. (2006). Key concepts in developmental psychology . Sage UK.

Sharp, A. (2012). Humanistic approaches to learning. In N.M. Seel (Ed.), Encyclopedia of the Sciences of Learning . Springer.

Skinner, B. F. (1938).  The Behavior of organisms: An experimental analysis . Appleton-Century.

Svinicki, M. D. (2004). Learning and motivation in the postsecondary classroom . Anker Publishing.

Zucca-Scott, L. (2010). Know thyself: The importance of humanism in education. International Education, 40 (1), 32-38.

Instruction in Libraries and Information Centers Copyright © 2020 by Laura Saunders and Melissa A. Wong is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License , except where otherwise noted.

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Case-based learning.

Case-based learning (CBL) is an established approach used across disciplines where students apply their knowledge to real-world scenarios, promoting higher levels of cognition (see Bloom’s Taxonomy ). In CBL classrooms, students typically work in groups on case studies, stories involving one or more characters and/or scenarios.  The cases present a disciplinary problem or problems for which students devise solutions under the guidance of the instructor. CBL has a strong history of successful implementation in medical, law, and business schools, and is increasingly used within undergraduate education, particularly within pre-professional majors and the sciences (Herreid, 1994). This method involves guided inquiry and is grounded in constructivism whereby students form new meanings by interacting with their knowledge and the environment (Lee, 2012).

There are a number of benefits to using CBL in the classroom. In a review of the literature, Williams (2005) describes how CBL: utilizes collaborative learning, facilitates the integration of learning, develops students’ intrinsic and extrinsic motivation to learn, encourages learner self-reflection and critical reflection, allows for scientific inquiry, integrates knowledge and practice, and supports the development of a variety of learning skills.

CBL has several defining characteristics, including versatility, storytelling power, and efficient self-guided learning.  In a systematic analysis of 104 articles in health professions education, CBL was found to be utilized in courses with less than 50 to over 1000 students (Thistlethwaite et al., 2012). In these classrooms, group sizes ranged from 1 to 30, with most consisting of 2 to 15 students.  Instructors varied in the proportion of time they implemented CBL in the classroom, ranging from one case spanning two hours of classroom time, to year-long case-based courses. These findings demonstrate that instructors use CBL in a variety of ways in their classrooms.

The stories that comprise the framework of case studies are also a key component to CBL’s effectiveness. Jonassen and Hernandez-Serrano (2002, p.66) describe how storytelling:

Is a method of negotiating and renegotiating meanings that allows us to enter into other’s realms of meaning through messages they utter in their stories,

Helps us find our place in a culture,

Allows us to explicate and to interpret, and

Facilitates the attainment of vicarious experience by helping us to distinguish the positive models to emulate from the negative model.

Neurochemically, listening to stories can activate oxytocin, a hormone that increases one’s sensitivity to social cues, resulting in more empathy, generosity, compassion and trustworthiness (Zak, 2013; Kosfeld et al., 2005). The stories within case studies serve as a means by which learners form new understandings through characters and/or scenarios.

CBL is often described in conjunction or in comparison with problem-based learning (PBL). While the lines are often confusingly blurred within the literature, in the most conservative of definitions, the features distinguishing the two approaches include that PBL involves open rather than guided inquiry, is less structured, and the instructor plays a more passive role. In PBL multiple solutions to the problem may exit, but the problem is often initially not well-defined. PBL also has a stronger emphasis on developing self-directed learning. The choice between implementing CBL versus PBL is highly dependent on the goals and context of the instruction.  For example, in a comparison of PBL and CBL approaches during a curricular shift at two medical schools, students and faculty preferred CBL to PBL (Srinivasan et al., 2007). Students perceived CBL to be a more efficient process and more clinically applicable. However, in another context, PBL might be the favored approach.

In a review of the effectiveness of CBL in health profession education, Thistlethwaite et al. (2012), found several benefits:

Students enjoyed the method and thought it enhanced their learning,

Instructors liked how CBL engaged students in learning,

CBL seemed to facilitate small group learning, but the authors could not distinguish between whether it was the case itself or the small group learning that occurred as facilitated by the case.

Other studies have also reported on the effectiveness of CBL in achieving learning outcomes (Bonney, 2015; Breslin, 2008; Herreid, 2013; Krain, 2016). These findings suggest that CBL is a vehicle of engagement for instruction, and facilitates an environment whereby students can construct knowledge.

Science – Students are given a scenario to which they apply their basic science knowledge and problem-solving skills to help them solve the case. One example within the biological sciences is two brothers who have a family history of a genetic illness. They each have mutations within a particular sequence in their DNA. Students work through the case and draw conclusions about the biological impacts of these mutations using basic science. Sample cases: You are Not the Mother of Your Children ; Organic Chemisty and Your Cellphone: Organic Light-Emitting Diodes ;   A Light on Physics: F-Number and Exposure Time

Medicine – Medical or pre-health students read about a patient presenting with specific symptoms. Students decide which questions are important to ask the patient in their medical history, how long they have experienced such symptoms, etc. The case unfolds and students use clinical reasoning, propose relevant tests, develop a differential diagnoses and a plan of treatment. Sample cases: The Case of the Crying Baby: Surgical vs. Medical Management ; The Plan: Ethics and Physician Assisted Suicide ; The Haemophilus Vaccine: A Victory for Immunologic Engineering

Public Health – A case study describes a pandemic of a deadly infectious disease. Students work through the case to identify Patient Zero, the person who was the first to spread the disease, and how that individual became infected.  Sample cases: The Protective Parent ; The Elusive Tuberculosis Case: The CDC and Andrew Speaker ; Credible Voice: WHO-Beijing and the SARS Crisis

Law – A case study presents a legal dilemma for which students use problem solving to decide the best way to advise and defend a client. Students are presented information that changes during the case.  Sample cases: Mortgage Crisis Call (abstract) ; The Case of the Unpaid Interns (abstract) ; Police-Community Dialogue (abstract)

Business – Students work on a case study that presents the history of a business success or failure. They apply business principles learned in the classroom and assess why the venture was successful or not. Sample cases: SELCO-Determining a path forward ; Project Masiluleke: Texting and Testing to Fight HIV/AIDS in South Africa ; Mayo Clinic: Design Thinking in Healthcare

Humanities - Students consider a case that presents a theater facing financial and management difficulties. They apply business and theater principles learned in the classroom to the case, working together to create solutions for the theater. Sample cases: David Geffen School of Drama

Recommendations

Finding and Writing Cases

Consider utilizing or adapting open access cases - The availability of open resources and databases containing cases that instructors can download makes this approach even more accessible in the classroom. Two examples of open databases are the Case Center on Public Leadership and Harvard Kennedy School (HKS) Case Program , which focus on government, leadership and public policy case studies.

• Consider writing original cases - In the event that an instructor is unable to find open access cases relevant to their course learning objectives, they may choose to write their own. See the following resources on case writing: Cooking with Betty Crocker: A Recipe for Case Writing ; The Way of Flesch: The Art of Writing Readable Cases ;   Twixt Fact and Fiction: A Case Writer’s Dilemma ; And All That Jazz: An Essay Extolling the Virtues of Writing Case Teaching Notes .

Implementing Cases

Take baby steps if new to CBL - While entire courses and curricula may involve case-based learning, instructors who desire to implement on a smaller-scale can integrate a single case into their class, and increase the number of cases utilized over time as desired.

Use cases in classes that are small, medium or large - Cases can be scaled to any course size. In large classes with stadium seating, students can work with peers nearby, while in small classes with more flexible seating arrangements, teams can move their chairs closer together. CBL can introduce more noise (and energy) in the classroom to which an instructor often quickly becomes accustomed. Further, students can be asked to work on cases outside of class, and wrap up discussion during the next class meeting.

Encourage collaborative work - Cases present an opportunity for students to work together to solve cases which the historical literature supports as beneficial to student learning (Bruffee, 1993). Allow students to work in groups to answer case questions.

Form diverse teams as feasible - When students work within diverse teams they can be exposed to a variety of perspectives that can help them solve the case. Depending on the context of the course, priorities, and the background information gathered about the students enrolled in the class, instructors may choose to organize student groups to allow for diversity in factors such as current course grades, gender, race/ethnicity, personality, among other items.  

Use stable teams as appropriate - If CBL is a large component of the course, a research-supported practice is to keep teams together long enough to go through the stages of group development: forming, storming, norming, performing and adjourning (Tuckman, 1965).

Walk around to guide groups - In CBL instructors serve as facilitators of student learning. Walking around allows the instructor to monitor student progress as well as identify and support any groups that may be struggling. Teaching assistants can also play a valuable role in supporting groups.

Interrupt strategically - Only every so often, for conversation in large group discussion of the case, especially when students appear confused on key concepts. An effective practice to help students meet case learning goals is to guide them as a whole group when the class is ready. This may include selecting a few student groups to present answers to discussion questions to the entire class, asking the class a question relevant to the case using polling software, and/or performing a mini-lesson on an area that appears to be confusing among students.  

Assess student learning in multiple ways - Students can be assessed informally by asking groups to report back answers to various case questions. This practice also helps students stay on task, and keeps them accountable. Cases can also be included on exams using related scenarios where students are asked to apply their knowledge.

Barrows HS. (1996). Problem-based learning in medicine and beyond: a brief overview. New Directions for Teaching and Learning, 68, 3-12.  

Bonney KM. (2015). Case Study Teaching Method Improves Student Performance and Perceptions of Learning Gains. Journal of Microbiology and Biology Education, 16(1): 21-28.

Breslin M, Buchanan, R. (2008) On the Case Study Method of Research and Teaching in Design.  Design Issues, 24(1), 36-40.

Bruffee KS. (1993). Collaborative learning: Higher education, interdependence, and authority of knowledge. Johns Hopkins University Press, Baltimore, MD.

Herreid CF. (2013). Start with a Story: The Case Study Method of Teaching College Science, edited by Clyde Freeman Herreid. Originally published in 2006 by the National Science Teachers Association (NSTA); reprinted by the National Center for Case Study Teaching in Science (NCCSTS) in 2013.

Herreid CH. (1994). Case studies in science: A novel method of science education. Journal of Research in Science Teaching, 23(4), 221–229.

Jonassen DH and Hernandez-Serrano J. (2002). Case-based reasoning and instructional design: Using stories to support problem solving. Educational Technology, Research and Development, 50(2), 65-77.  

Kosfeld M, Heinrichs M, Zak PJ, Fischbacher U, Fehr E. (2005). Oxytocin increases trust in humans. Nature, 435, 673-676.

Krain M. (2016) Putting the learning in case learning? The effects of case-based approaches on student knowledge, attitudes, and engagement. Journal on Excellence in College Teaching, 27(2), 131-153.

Lee V. (2012). What is Inquiry-Guided Learning?  New Directions for Learning, 129:5-14.

Nkhoma M, Sriratanaviriyakul N. (2017). Using case method to enrich students’ learning outcomes. Active Learning in Higher Education, 18(1):37-50.

Srinivasan et al. (2007). Comparing problem-based learning with case-based learning: Effects of a major curricular shift at two institutions. Academic Medicine, 82(1): 74-82.

Thistlethwaite JE et al. (2012). The effectiveness of case-based learning in health professional education. A BEME systematic review: BEME Guide No. 23.  Medical Teacher, 34, e421-e444.

Tuckman B. (1965). Development sequence in small groups. Psychological Bulletin, 63(6), 384-99.

Williams B. (2005). Case-based learning - a review of the literature: is there scope for this educational paradigm in prehospital education? Emerg Med, 22, 577-581.

Zak, PJ (2013). How Stories Change the Brain. Retrieved from: https://greatergood.berkeley.edu/article/item/how_stories_change_brain

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Making Learning Relevant With Case Studies

The open-ended problems presented in case studies give students work that feels connected to their lives.

To prepare students for jobs that haven’t been created yet, we need to teach them how to be great problem solvers so that they’ll be ready for anything. One way to do this is by teaching content and skills using real-world case studies, a learning model that’s focused on reflection during the problem-solving process. It’s similar to project-based learning, but PBL is more focused on students creating a product.

Case studies have been used for years by businesses, law and medical schools, physicians on rounds, and artists critiquing work. Like other forms of problem-based learning, case studies can be accessible for every age group, both in one subject and in interdisciplinary work.

You can get started with case studies by tackling relatable questions like these with your students:

• How can we limit food waste in the cafeteria?
• How can we get our school to recycle and compost waste? (Or, if you want to be more complex, how can our school reduce its carbon footprint?)
• How can we improve school attendance?
• How can we reduce the number of people who get sick at school during cold and flu season?

Addressing questions like these leads students to identify topics they need to learn more about. In researching the first question, for example, students may see that they need to research food chains and nutrition. Students often ask, reasonably, why they need to learn something, or when they’ll use their knowledge in the future. Learning is most successful for students when the content and skills they’re studying are relevant, and case studies offer one way to create that sense of relevance.

Teaching With Case Studies

Ultimately, a case study is simply an interesting problem with many correct answers. What does case study work look like in classrooms? Teachers generally start by having students read the case or watch a video that summarizes the case. Students then work in small groups or individually to solve the case study. Teachers set milestones defining what students should accomplish to help them manage their time.

During the case study learning process, student assessment of learning should be focused on reflection. Arthur L. Costa and Bena Kallick’s Learning and Leading With Habits of Mind gives several examples of what this reflection can look like in a classroom: 

Journaling: At the end of each work period, have students write an entry summarizing what they worked on, what worked well, what didn’t, and why. Sentence starters and clear rubrics or guidelines will help students be successful. At the end of a case study project, as Costa and Kallick write, it’s helpful to have students “select significant learnings, envision how they could apply these learnings to future situations, and commit to an action plan to consciously modify their behaviors.”

Interviews: While working on a case study, students can interview each other about their progress and learning. Teachers can interview students individually or in small groups to assess their learning process and their progress.

Student discussion: Discussions can be unstructured—students can talk about what they worked on that day in a think-pair-share or as a full class—or structured, using Socratic seminars or fishbowl discussions. If your class is tackling a case study in small groups, create a second set of small groups with a representative from each of the case study groups so that the groups can share their learning.

4 Tips for Setting Up a Case Study

1. Identify a problem to investigate: This should be something accessible and relevant to students’ lives. The problem should also be challenging and complex enough to yield multiple solutions with many layers.

2. Give context: Think of this step as a movie preview or book summary. Hook the learners to help them understand just enough about the problem to want to learn more.

3. Have a clear rubric: Giving structure to your definition of quality group work and products will lead to stronger end products. You may be able to have your learners help build these definitions.

4. Provide structures for presenting solutions: The amount of scaffolding you build in depends on your students’ skill level and development. A case study product can be something like several pieces of evidence of students collaborating to solve the case study, and ultimately presenting their solution with a detailed slide deck or an essay—you can scaffold this by providing specified headings for the sections of the essay.

Problem-Based Teaching Resources

There are many high-quality, peer-reviewed resources that are open source and easily accessible online.

• The National Center for Case Study Teaching in Science at the University at Buffalo built an online collection of more than 800 cases that cover topics ranging from biochemistry to economics. There are resources for middle and high school students.
• Models of Excellence , a project maintained by EL Education and the Harvard Graduate School of Education, has examples of great problem- and project-based tasks—and corresponding exemplary student work—for grades pre-K to 12.
• The Interdisciplinary Journal of Problem-Based Learning at Purdue University is an open-source journal that publishes examples of problem-based learning in K–12 and post-secondary classrooms.
• The Tech Edvocate has a list of websites and tools related to problem-based learning.

In their book Problems as Possibilities , Linda Torp and Sara Sage write that at the elementary school level, students particularly appreciate how they feel that they are taken seriously when solving case studies. At the middle school level, “researchers stress the importance of relating middle school curriculum to issues of student concern and interest.” And high schoolers, they write, find the case study method “beneficial in preparing them for their future.”

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Center for Excellence in Teaching and Learning

• Case Based Learning

What is the case method?

In case-based learning, students learn to interact with and manipulate basic foundational knowledge by working with situations resembling specific real-world scenarios.

How does it work?

Case studies encourage students to use critical thinking skills to identify and narrow an issue, develop and evaluate alternatives, and offer a solution.  In fact, Nkhoma (2016), who studied the value of developing case-based learning activities based on Bloom’s Taxonomy of thinking skills, suggests that this approach encourages deep learning through critical thinking:

Sherfield (2004) confirms this, asserting that working through case studies can begin to build and expand these six critical thinking strategies:

• Emotional restraint
• Questioning
• Distinguishing fact from fiction
• Searching for ambiguity

What makes a good case?

Case-based learning can focus on anything from a one-sentence physics word problem to a textbook-sized nursing case or a semester-long case in a law course.  Though we often assume that a case is a “problem,” Ellet (2007) suggests that most cases entail one of four types of situations:

• Evaluations
• What are the facts you know about the case?
• What are some logical assumptions you can make about the case?
• What are the problems involved in the case as you see it?
• What is the root problem (the main issue)?
• What do you estimate is the cause of the root problem?
• What are the reasons that the root problem exists?
• What is the solution to the problem?
• Are there any moral or ethical considerations to your solution?
• What are the real-world implications for this case?
• How might the lives of the people in the case study be changed because of your proposed solution?
• Where in your world (campus/town/country) might a problem like this occur?
• Where could someone get help with this problem?
• What personal advice would you give to the person or people concerned?

Adapted from Sherfield’s Case Studies for the First Year (2004)

Some faculty buy prepared cases from publishers, but many create their own based on their unique course needs.  When introducing case-based learning to students, be sure to offer a series of guidelines or questions to prompt deep thinking.  One option is to provide a scenario followed by questions; for example, questions designed for a first year experience problem might include these:

Before you begin, take a look at what others are doing with cases in your field.  Pre-made case studies are available from various publishers, and you can find case-study templates online.

• Choose scenarios carefully
• Tell a story from beginning to end, including many details
• Create real-life characters and use quotes when possible
• Write clearly and concisely and format the writing simply
• Ask students to reflect on their learning—perhaps identifying connections between the lesson and specific course learning outcomes—after working a case

Additional Resources

• Barnes, Louis B. et al. Teaching and the Case Method , 3 rd (1994). Harvard, 1994.
• Campoy, Renee. Case Study Analysis in the Classroom: Becoming a Reflective Teacher . Sage Publications, 2005.
• Ellet, William. The Case Study Handbook . Harvard, 2007.
• Herreid, Clyde Freeman, ed. Start with a Story: The Case Study Method of Teaching College Science . NSTA, 2007.
• Herreid, Clyde Freeman, et al. Science Stories: Using Case Studies to Teach Critical Thinking . NSTA, 2012.
• Nkhoma, M., Lam, et al. Developing case-based learning activities based on the revised Bloom’s Taxonomy . Proceedings of Informing Science & IT Education Conference (In SITE) 2016, 85-93. 2016.
• Rolls, Geoff. Classic Case Studies in Psychology , 3 rd Hodder Education, Bookpoint, 2014.
• Sherfield, Robert M., et al. Case Studies for the First Year . Pearson, 2004.
• Shulman, Judith H., ed. Case Methods in Teacher Education . Teacher’s College, 1992.

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Case-Based Learning

What is case-based learning.

Using a case-based approach engages students in discussion of specific scenarios that resemble or typically are real-world examples. This method is learner-centered with intense interaction between participants as they build their knowledge and work together as a group to examine the case. The instructor's role is that of a facilitator while the students collaboratively analyze and address problems and resolve questions that have no single right answer.

Clyde Freeman Herreid provides eleven basic rules for case-based learning.

• Tells a story.
• Focuses on an interest-arousing issue.
• Set in the past five years
• Creates empathy with the central characters.
• Includes quotations. There is no better way to understand a situation and to gain empathy for the characters
• Relevant to the reader.
• Must have pedagogic utility.
• Conflict provoking.
• Decision forcing.
• Has generality.

Why Use Case-Based Learning?

To provide students with a relevant opportunity to see theory in practice. Real world or authentic contexts expose students to viewpoints from multiple sources and see why people may want different outcomes. Students can also see how a decision will impact different participants, both positively and negatively.

To require students to analyze data in order to reach a conclusion. Since many assignments are open-ended, students can practice choosing appropriate analytic techniques as well. Instructors who use case-based learning say that their students are more engaged, interested, and involved in the class.

To develop analytic, communicative and collaborative skills along with content knowledge. In their effort to find solutions and reach decisions through discussion, students sort out factual data, apply analytic tools, articulate issues, reflect on their relevant experiences, and draw conclusions they can relate to new situations. In the process, they acquire substantive knowledge and develop analytic, collaborative, and communication skills.

Many faculty also use case studies in their curriculum to teach content, connect students with real life data, or provide opportunities for students to put themselves in the decision maker's shoes.

Teaching Strategies for Case-Based Learning

By bringing real world problems into student learning, cases invite active participation and innovative solutions to problems as they work together to reach a judgment, decision, recommendation, prediction or other concrete outcome.

The Campus Instructional Consulting unit at Indiana University has created a great resource for case-based learning. The following is from their website which we have permission to use.

Formats for Cases

• “Finished” cases based on facts: for analysis only, since the solution is indicated or alternate solutions are suggested.
• “Unfinished” open-ended cases: the results are not yet clear (either because the case has not come to a factual conclusion in real life, or because the instructor has eliminated the final facts.) Students must predict, make choices and offer suggestions that will affect the outcome.
• Fictional cases: entirely written by the instructor—can be open-ended or finished. Cautionary note: the case must be both complex enough to mimic reality, yet not have so many “red herrings” as to obscure the goal of the exercise.
• Original documents: news articles, reports with data and statistics, summaries, excerpts from historical writings, artifacts, literary passages, video and audio recordings, ethnographies, etc. With the right questions, these can become problem-solving opportunities. Comparison between two original documents related to the same topic or theme is a strong strategy for encouraging both analysis and synthesis. This gives the opportunity for presenting more than one side of an argument, making the conflicts more complex.

Managing a Case Assignment

• Design discussions for small groups. 3-6 students are an ideal group size for setting up a discussion on a case.
• Design the narrative or situation such that it requires participants to reach a judgment, decision, recommendation, prediction or other concrete outcome. If possible, require each group to reach a consensus on the decision requested.
• Structure the discussion. The instructor should provide a series of written questions to guide small group discussion. Pay careful attention to the sequencing of the questions. Early questions might ask participants to make observations about the facts of the case. Later questions could ask for comparisons, contrasts, and analyses of competing observations or hypotheses. Final questions might ask students to take a position on the matter. The purpose of these questions is to stimulate, guide or prod (but not dictate) participants’ observations and analyses. The questions should be impossible to answer with a simple yes or no.
• Debrief the discussion to compare group responses. Help the whole class interprets and understand the implications of their solutions.
• Allow groups to work without instructor interference. The instructor must be comfortable with ambiguity and with adopting the non-traditional roles of witness and resource, rather than authority.

Designing Case Study Questions

Cases can be more or less “directed” by the kinds of questions asked. These kinds of questions can be appended to any case, or could be a handout for participants unfamiliar with case studies on how to approach one.

• What is the situation—what do you actually know about it from reading the case? (Distinguishes between fact and assumptions under critical understanding)
• What issues are at stake? (Opportunity for linking to theoretical readings)
• What questions do you have—what information do you still need? Where/how could you find it?
• What problem(s) need to be solved? (Opportunity to discuss communication versus conflict, gaps between assumptions, sides of the argument)
• What are all the possible options? What are the pros/cons of each option?
• What are the underlying assumptions for [person X] in the case—where do you see them?
• What criteria should you use when choosing an option? What does that mean about your assumptions?

Managing Discussion and Debate Effectively

• Delay the problem-solving part until the rest of the discussion has had time to develop. Start with expository questions to clarify the facts, then move to analysis, and finally to evaluation, judgment, and recommendations.
• Shift points of view: “Now that we’ve seen it from [W’s] standpoint, what’s happening here from [Y’s] standpoint?” What evidence would support Y’s position? What are the dynamics between the two positions?
• Shift levels of abstraction: if the answer to the question above is “It’s just a bad situation for her,” quotations help: When [Y] says “_____,” what are her assumptions? Or seek more concrete explanations: Why does she hold this point of view?”
• Ask for benefits/disadvantages of a position; for all sides.
• Shift time frame— not just to “What’s next?” but also to “How could this situation have been different?” What could have been done earlier to head off this conflict and turn it into a productive conversation? Is it too late to fix this? What are possible leverage points for a more productive discussion? What good can come of the existing situation?
• Shift to another context: We see how a person who thinks X would see the situation. How would a person who thinks Y see it? We see what happened in the Johannesburg news, how could this be handled in [your town/province]? How might [insert person, organization] address this problem?
• Follow-up questions: “What do you mean by ___?” Or, “Could you clarify what you said about ___?” (even if it was a pretty clear statement—this gives students time for thinking, developing different views, and exploration in more depth). Or “How would you square that observation with what [name of person] pointed out?”
• Point out and acknowledge differences in discussion— “that’s an interesting difference from what Sam just said, Sarah. Let’s look at where the differences lie.” (let sides clarify their points before moving on).

Herreid, C. F. (2007). Start with a story: The case study method of teaching college science. NSTA Press.

Select Books available through the Queen's Library

Crosling, G. & Webb, G. (2002). Supporting Student Learning: Case Studies, Experience and Practice from Higher Education. London: Kogan Page

Edwards, H., Smith, B., & Webb, G. (Eds.) (2001). Lecturing: Case Studies, Experience and Practice. London: Kogan Page.

Ellington, H. & Earl, S. (1998). Using Games, Simulations and Interactive Case Studies. Birmingham: Staff and Educational Development Association

Wassermann, S. (1994). Introduction to Case Method Teaching: A Guide to the Galaxy. New York: Teachers College Press, Columbia University.

Online Articles

Bieron, J. & Dinan, F. (1999). Case Studies Across a Science Curriculum. Department of Chemistry and Biochemistry, Canisius College in Buffalo, NY.

Walters. M. R. (1999). Case-stimulated learning within endocrine physiology lectures: An approach applicable to other disciplines. Advances in Physiology Education, 276, 74-78.

Websites and Online Case Collections

The Center for Teaching Excellence at the University of Medicine and Dentistry in New Jersey offers a wide variety of references including 21 links to case repositories in the Health Sciences.

The National Center for Case Study Teaching in Science provides an award-winning library of over 410 cases and case materials while promoting the development and dissemination of innovative materials and sound educational practices for case teaching in the sciences.

Houghton and Mifflin provide an excellent resource for students including on analyzing and writing the case.

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Virtual laboratories in tertiary education: case study analysis by learning theories.

1. Introduction

2. background, 2.1. the use of virtual labs in the tertiary sector, 2.2. learning theories.

• Using object and props (objective sense), and
• Interacting with humans (subjective sense).

3. Case Study

3.1. teaching using a commercial vlab.

• The forensics tools required students to have administrator level access to the host computers, which was not possible to allow in the campus based general purpose labs,
• On-line students faced the issue of licensing fees for the tools for full functionality,
• On-line students faced difficulty in downloading huge amounts of data required for the investigations, especially over slow internet connections,
• Most of the tools are not platform independent, running only on Windows Operating System (OS) computers, while some others only ran on Linux OS.

MindTap: Cengage Learning’s Virtual Lab

• Live virtual machine (VM) labs activities: this is an interactive learning environment where students can practice their problem-solving skills on live IT systems in real time. To create virtual labs, hardware and virtualization techniques are necessary, which for the live VM labs have been implemented using Cisco hardware and virtualized operating systems of Windows, Linux, and UNIX. The virtual operating systems are hosted on VMware and Hyper-V, creating virtual machines, that are accessible via a web browser [ 31 ].
• Study module to learn the theoretical concepts: this provides students an opportunity to review the main concepts on the weekly topic.
• Apply module to practice the learned concepts: this provides a set of quizzes that students take to test their learning on the weekly topic. Students receive instant scores for their completed quiz, and feedback on any incorrect answers, whereas the instructors can see the their class performance on the quizzes.
• A news module: this provides access to latest digital forensics magazine articles, news items, blog posts and RSS feeds.

3.2. Custom-Built, Cloud Hosted VLab

4. discussion and limitations, 5. conclusions, author contributions, conflicts of interest.

• COVID has Changed Students’ Needs and Expectations. How do Universities Respond? The Conversation , 17 December 2021.
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Hassan, J.; Devi, A.; Ray, B. Virtual Laboratories in Tertiary Education: Case Study Analysis by Learning Theories. Educ. Sci. 2022 , 12 , 554. https://doi.org/10.3390/educsci12080554

Hassan J, Devi A, Ray B. Virtual Laboratories in Tertiary Education: Case Study Analysis by Learning Theories. Education Sciences . 2022; 12(8):554. https://doi.org/10.3390/educsci12080554

Hassan, Jahan, Anamika Devi, and Biplob Ray. 2022. "Virtual Laboratories in Tertiary Education: Case Study Analysis by Learning Theories" Education Sciences 12, no. 8: 554. https://doi.org/10.3390/educsci12080554

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Case Method Teaching and Learning

What is the case method? How can the case method be used to engage learners? What are some strategies for getting started? This guide helps instructors answer these questions by providing an overview of the case method while highlighting learner-centered and digitally-enhanced approaches to teaching with the case method. The guide also offers tips to instructors as they get started with the case method and additional references and resources.

On this page:

What is case method teaching.

• Case Method at Columbia

Why use the Case Method?

Case method teaching approaches, how do i get started.

• Additional Resources

The CTL is here to help!

For support with implementing a case method approach in your course, email [email protected] to schedule your 1-1 consultation .

Cite this resource: Columbia Center for Teaching and Learning (2019). Case Method Teaching and Learning. Columbia University. Retrieved from [today’s date] from https://ctl.columbia.edu/resources-and-technology/resources/case-method/  

Case method 1 teaching is an active form of instruction that focuses on a case and involves students learning by doing 2 3 . Cases are real or invented stories 4  that include “an educational message” or recount events, problems, dilemmas, theoretical or conceptual issue that requires analysis and/or decision-making.

Case-based teaching simulates real world situations and asks students to actively grapple with complex problems 5 6 This method of instruction is used across disciplines to promote learning, and is common in law, business, medicine, among other fields. See Table 1 below for a few types of cases and the learning they promote.

Table 1: Types of cases and the learning they promote.

For a more complete list, see Case Types & Teaching Methods: A Classification Scheme from the National Center for Case Study Teaching in Science.

Back to Top

Case Method Teaching and Learning at Columbia

The case method is actively used in classrooms across Columbia, at the Morningside campus in the School of International and Public Affairs (SIPA), the School of Business, Arts and Sciences, among others, and at Columbia University Irving Medical campus.

Faculty Spotlight:

Professor Mary Ann Price on Using Case Study Method to Place Pre-Med Students in Real-Life Scenarios

Read more  

Professor De Pinho on Using the Case Method in the Mailman Core

Case method teaching has been found to improve student learning, to increase students’ perception of learning gains, and to meet learning objectives 8 9 . Faculty have noted the instructional benefits of cases including greater student engagement in their learning 10 , deeper student understanding of concepts, stronger critical thinking skills, and an ability to make connections across content areas and view an issue from multiple perspectives 11 . 

Through case-based learning, students are the ones asking questions about the case, doing the problem-solving, interacting with and learning from their peers, “unpacking” the case, analyzing the case, and summarizing the case. They learn how to work with limited information and ambiguity, think in professional or disciplinary ways, and ask themselves “what would I do if I were in this specific situation?”

The case method bridges theory to practice, and promotes the development of skills including: communication, active listening, critical thinking, decision-making, and metacognitive skills 12 , as students apply course content knowledge, reflect on what they know and their approach to analyzing, and make sense of a case. 

Though the case method has historical roots as an instructor-centered approach that uses the Socratic dialogue and cold-calling, it is possible to take a more learner-centered approach in which students take on roles and tasks traditionally left to the instructor. 

Cases are often used as “vehicles for classroom discussion” 13 . Students should be encouraged to take ownership of their learning from a case. Discussion-based approaches engage students in thinking and communicating about a case. Instructors can set up a case activity in which students are the ones doing the work of “asking questions, summarizing content, generating hypotheses, proposing theories, or offering critical analyses” 14 . 

The role of the instructor is to share a case or ask students to share or create a case to use in class, set expectations, provide instructions, and assign students roles in the discussion. Student roles in a case discussion can include: 

• discussion “starters” get the conversation started with a question or posing the questions that their peers came up with; 
• facilitators listen actively, validate the contributions of peers, ask follow-up questions, draw connections, refocus the conversation as needed; 
• recorders take-notes of the main points of the discussion, record on the board, upload to CourseWorks, or type and project on the screen; and 
• discussion “wrappers” lead a summary of the main points of the discussion. 

Prior to the case discussion, instructors can model case analysis and the types of questions students should ask, co-create discussion guidelines with students, and ask for students to submit discussion questions. During the discussion, the instructor can keep time, intervene as necessary (however the students should be doing the talking), and pause the discussion for a debrief and to ask students to reflect on what and how they learned from the case activity. 

Note: case discussions can be enhanced using technology. Live discussions can occur via video-conferencing (e.g., using Zoom ) or asynchronous discussions can occur using the Discussions tool in CourseWorks (Canvas) .

Table 2 includes a few interactive case method approaches. Regardless of the approach selected, it is important to create a learning environment in which students feel comfortable participating in a case activity and learning from one another. See below for tips on supporting student in how to learn from a case in the “getting started” section and how to create a supportive learning environment in the Guide for Inclusive Teaching at Columbia . 

Table 2. Strategies for Engaging Students in Case-Based Learning

Approaches to case teaching should be informed by course learning objectives, and can be adapted for small, large, hybrid, and online classes. Instructional technology can be used in various ways to deliver, facilitate, and assess the case method. For instance, an online module can be created in CourseWorks (Canvas) to structure the delivery of the case, allow students to work at their own pace, engage all learners, even those reluctant to speak up in class, and assess understanding of a case and student learning. Modules can include text, embedded media (e.g., using Panopto or Mediathread ) curated by the instructor, online discussion, and assessments. Students can be asked to read a case and/or watch a short video, respond to quiz questions and receive immediate feedback, post questions to a discussion, and share resources. 

For more information about options for incorporating educational technology to your course, please contact your Learning Designer .

To ensure that students are learning from the case approach, ask them to pause and reflect on what and how they learned from the case. Time to reflect  builds your students’ metacognition, and when these reflections are collected they provides you with insights about the effectiveness of your approach in promoting student learning.

Well designed case-based learning experiences: 1) motivate student involvement, 2) have students doing the work, 3) help students develop knowledge and skills, and 4) have students learning from each other.  

Designing a case-based learning experience should center around the learning objectives for a course. The following points focus on intentional design. 

Identify learning objectives, determine scope, and anticipate challenges. 

• Why use the case method in your course? How will it promote student learning differently than other approaches? 
• What are the learning objectives that need to be met by the case method? What knowledge should students apply and skills should they practice? 
• What is the scope of the case? (a brief activity in a single class session to a semester-long case-based course; if new to case method, start small with a single case). 
• What challenges do you anticipate (e.g., student preparation and prior experiences with case learning, discomfort with discussion, peer-to-peer learning, managing discussion) and how will you plan for these in your design? 
• If you are asking students to use transferable skills for the case method (e.g., teamwork, digital literacy) make them explicit. 

Determine how you will know if the learning objectives were met and develop a plan for evaluating the effectiveness of the case method to inform future case teaching. 

• What assessments and criteria will you use to evaluate student work or participation in case discussion? 
• How will you evaluate the effectiveness of the case method? What feedback will you collect from students? 
• How might you leverage technology for assessment purposes? For example, could you quiz students about the case online before class, accept assignment submissions online, use audience response systems (e.g., PollEverywhere) for formative assessment during class? 

Select an existing case, create your own, or encourage students to bring course-relevant cases, and prepare for its delivery

• Where will the case method fit into the course learning sequence? 
• Is the case at the appropriate level of complexity? Is it inclusive, culturally relevant, and relatable to students? 
• What materials and preparation will be needed to present the case to students? (e.g., readings, audiovisual materials, set up a module in CourseWorks). 

Plan for the case discussion and an active role for students

• What will your role be in facilitating case-based learning? How will you model case analysis for your students? (e.g., present a short case and demo your approach and the process of case learning) (Davis, 2009). 
• What discussion guidelines will you use that include your students’ input? 
• How will you encourage students to ask and answer questions, summarize their work, take notes, and debrief the case? 
• If students will be working in groups, how will groups form? What size will the groups be? What instructions will they be given? How will you ensure that everyone participates? What will they need to submit? Can technology be leveraged for any of these areas? 
• Have you considered students of varied cognitive and physical abilities and how they might participate in the activities/discussions, including those that involve technology? 

Student preparation and expectations

• How will you communicate about the case method approach to your students? When will you articulate the purpose of case-based learning and expectations of student engagement? What information about case-based learning and expectations will be included in the syllabus?
• What preparation and/or assignment(s) will students complete in order to learn from the case? (e.g., read the case prior to class, watch a case video prior to class, post to a CourseWorks discussion, submit a brief memo, complete a short writing assignment to check students’ understanding of a case, take on a specific role, prepare to present a critique during in-class discussion).

Andersen, E. and Schiano, B. (2014). Teaching with Cases: A Practical Guide . Harvard Business Press. 

Bonney, K. M. (2015). Case Study Teaching Method Improves Student Performance and Perceptions of Learning Gains†. Journal of Microbiology & Biology Education , 16 (1), 21–28. https://doi.org/10.1128/jmbe.v16i1.846

Davis, B.G. (2009). Chapter 24: Case Studies. In Tools for Teaching. Second Edition. Jossey-Bass. 

Garvin, D.A. (2003). Making the Case: Professional Education for the world of practice. Harvard Magazine. September-October 2003, Volume 106, Number 1, 56-107.

Golich, V.L. (2000). The ABCs of Case Teaching. International Studies Perspectives. 1, 11-29. 

Golich, V.L.; Boyer, M; Franko, P.; and Lamy, S. (2000). The ABCs of Case Teaching. Pew Case Studies in International Affairs. Institute for the Study of Diplomacy. 

Heath, J. (2015). Teaching & Writing Cases: A Practical Guide. The Case Center, UK. 

Herreid, C.F. (2011). Case Study Teaching. New Directions for Teaching and Learning. No. 128, Winder 2011, 31 – 40. 

Herreid, C.F. (2007). Start with a Story: The Case Study Method of Teaching College Science . National Science Teachers Association. Available as an ebook through Columbia Libraries. 

Herreid, C.F. (2006). “Clicker” Cases: Introducing Case Study Teaching Into Large Classrooms. Journal of College Science Teaching. Oct 2006, 36(2). https://search.proquest.com/docview/200323718?pq-origsite=gscholar  

Krain, M. (2016). Putting the Learning in Case Learning? The Effects of Case-Based Approaches on Student Knowledge, Attitudes, and Engagement. Journal on Excellence in College Teaching. 27(2), 131-153. 

Lundberg, K.O. (Ed.). (2011). Our Digital Future: Boardrooms and Newsrooms. Knight Case Studies Initiative. 

Popil, I. (2011). Promotion of critical thinking by using case studies as teaching method. Nurse Education Today, 31(2), 204–207. https://doi.org/10.1016/j.nedt.2010.06.002

Schiano, B. and Andersen, E. (2017). Teaching with Cases Online . Harvard Business Publishing. 

Thistlethwaite, JE; Davies, D.; Ekeocha, S.; Kidd, J.M.; MacDougall, C.; Matthews, P.; Purkis, J.; Clay D. (2012). The effectiveness of case-based learning in health professional education: A BEME systematic review . Medical Teacher. 2012; 34(6): e421-44. 

Yadav, A.; Lundeberg, M.; DeSchryver, M.; Dirkin, K.; Schiller, N.A.; Maier, K. and Herreid, C.F. (2007). Teaching Science with Case Studies: A National Survey of Faculty Perceptions of the Benefits and Challenges of Using Cases. Journal of College Science Teaching; Sept/Oct 2007; 37(1). 

Weimer, M. (2013). Learner-Centered Teaching: Five Key Changes to Practice. Second Edition. Jossey-Bass.

Additional resources 

Teaching with Cases , Harvard Kennedy School of Government. 

Features “what is a teaching case?” video that defines a teaching case, and provides documents to help students prepare for case learning, Common case teaching challenges and solutions, tips for teaching with cases. 

Promoting excellence and innovation in case method teaching: Teaching by the Case Method , Christensen Center for Teaching & Learning. Harvard Business School. 

National Center for Case Study Teaching in Science . University of Buffalo. 

A collection of peer-reviewed STEM cases to teach scientific concepts and content, promote process skills and critical thinking. The Center welcomes case submissions. Case classification scheme of case types and teaching methods:

• Different types of cases: analysis case, dilemma/decision case, directed case, interrupted case, clicker case, a flipped case, a laboratory case. 
• Different types of teaching methods: problem-based learning, discussion, debate, intimate debate, public hearing, trial, jigsaw, role-play. 

Columbia Resources

Resources available to support your use of case method: The University hosts a number of case collections including: the Case Consortium (a collection of free cases in the fields of journalism, public policy, public health, and other disciplines that include teaching and learning resources; SIPA’s Picker Case Collection (audiovisual case studies on public sector innovation, filmed around the world and involving SIPA student teams in producing the cases); and Columbia Business School CaseWorks , which develops teaching cases and materials for use in Columbia Business School classrooms.

Center for Teaching and Learning

The Center for Teaching and Learning (CTL) offers a variety of programs and services for instructors at Columbia. The CTL can provide customized support as you plan to use the case method approach through implementation. Schedule a one-on-one consultation. 

Office of the Provost

The Hybrid Learning Course Redesign grant program from the Office of the Provost provides support for faculty who are developing innovative and technology-enhanced pedagogy and learning strategies in the classroom. In addition to funding, faculty awardees receive support from CTL staff as they redesign, deliver, and evaluate their hybrid courses.

The Start Small! Mini-Grant provides support to faculty who are interested in experimenting with one new pedagogical strategy or tool. Faculty awardees receive funds and CTL support for a one-semester period.

Explore our teaching resources.

• Blended Learning
• Contemplative Pedagogy
• Inclusive Teaching Guide
• FAQ for Teaching Assistants
• Metacognition

CTL resources and technology for you.

• Overview of all CTL Resources and Technology
• The origins of this method can be traced to Harvard University where in 1870 the Law School began using cases to teach students how to think like lawyers using real court decisions. This was followed by the Business School in 1920 (Garvin, 2003). These professional schools recognized that lecture mode of instruction was insufficient to teach critical professional skills, and that active learning would better prepare learners for their professional lives. ↩
• Golich, V.L. (2000). The ABCs of Case Teaching. International Studies Perspectives. 1, 11-29. ↩
• Herreid, C.F. (2007). Start with a Story: The Case Study Method of Teaching College Science . National Science Teachers Association. Available as an ebook through Columbia Libraries. ↩
• Davis, B.G. (2009). Chapter 24: Case Studies. In Tools for Teaching. Second Edition. Jossey-Bass. ↩
• Andersen, E. and Schiano, B. (2014). Teaching with Cases: A Practical Guide . Harvard Business Press. ↩
• Lundberg, K.O. (Ed.). (2011). Our Digital Future: Boardrooms and Newsrooms. Knight Case Studies Initiative. ↩
• Heath, J. (2015). Teaching & Writing Cases: A Practical Guide. The Case Center, UK. ↩
• Bonney, K. M. (2015). Case Study Teaching Method Improves Student Performance and Perceptions of Learning Gains†. Journal of Microbiology & Biology Education , 16 (1), 21–28. https://doi.org/10.1128/jmbe.v16i1.846 ↩
• Krain, M. (2016). Putting the Learning in Case Learning? The Effects of Case-Based Approaches on Student Knowledge, Attitudes, and Engagement. Journal on Excellence in College Teaching. 27(2), 131-153. ↩
• Thistlethwaite, JE; Davies, D.; Ekeocha, S.; Kidd, J.M.; MacDougall, C.; Matthews, P.; Purkis, J.; Clay D. (2012). The effectiveness of case-based learning in health professional education: A BEME systematic review . Medical Teacher. 2012; 34(6): e421-44. ↩
• Yadav, A.; Lundeberg, M.; DeSchryver, M.; Dirkin, K.; Schiller, N.A.; Maier, K. and Herreid, C.F. (2007). Teaching Science with Case Studies: A National Survey of Faculty Perceptions of the Benefits and Challenges of Using Cases. Journal of College Science Teaching; Sept/Oct 2007; 37(1). ↩
• Popil, I. (2011). Promotion of critical thinking by using case studies as teaching method. Nurse Education Today, 31(2), 204–207. https://doi.org/10.1016/j.nedt.2010.06.002 ↩
• Weimer, M. (2013). Learner-Centered Teaching: Five Key Changes to Practice. Second Edition. Jossey-Bass. ↩
• Herreid, C.F. (2006). “Clicker” Cases: Introducing Case Study Teaching Into Large Classrooms. Journal of College Science Teaching. Oct 2006, 36(2). https://search.proquest.com/docview/200323718?pq-origsite=gscholar ↩

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Case Study Teaching Method Improves Student Performance and Perceptions of Learning Gains †

Associated data.

• Appendix 1: Example assessment questions used to assess the effectiveness of case studies at promoting learning
• Appendix 2: Student learning gains were assessed using a modified version of the SALG course evaluation tool

Following years of widespread use in business and medical education, the case study teaching method is becoming an increasingly common teaching strategy in science education. However, the current body of research provides limited evidence that the use of published case studies effectively promotes the fulfillment of specific learning objectives integral to many biology courses. This study tested the hypothesis that case studies are more effective than classroom discussions and textbook reading at promoting learning of key biological concepts, development of written and oral communication skills, and comprehension of the relevance of biological concepts to everyday life. This study also tested the hypothesis that case studies produced by the instructor of a course are more effective at promoting learning than those produced by unaffiliated instructors. Additionally, performance on quantitative learning assessments and student perceptions of learning gains were analyzed to determine whether reported perceptions of learning gains accurately reflect academic performance. The results reported here suggest that case studies, regardless of the source, are significantly more effective than other methods of content delivery at increasing performance on examination questions related to chemical bonds, osmosis and diffusion, mitosis and meiosis, and DNA structure and replication. This finding was positively correlated to increased student perceptions of learning gains associated with oral and written communication skills and the ability to recognize connections between biological concepts and other aspects of life. Based on these findings, case studies should be considered as a preferred method for teaching about a variety of concepts in science courses.

INTRODUCTION

The case study teaching method is a highly adaptable style of teaching that involves problem-based learning and promotes the development of analytical skills ( 8 ). By presenting content in the format of a narrative accompanied by questions and activities that promote group discussion and solving of complex problems, case studies facilitate development of the higher levels of Bloom’s taxonomy of cognitive learning; moving beyond recall of knowledge to analysis, evaluation, and application ( 1 , 9 ). Similarly, case studies facilitate interdisciplinary learning and can be used to highlight connections between specific academic topics and real-world societal issues and applications ( 3 , 9 ). This has been reported to increase student motivation to participate in class activities, which promotes learning and increases performance on assessments ( 7 , 16 , 19 , 23 ). For these reasons, case-based teaching has been widely used in business and medical education for many years ( 4 , 11 , 12 , 14 ). Although case studies were considered a novel method of science education just 20 years ago, the case study teaching method has gained popularity in recent years among an array of scientific disciplines such as biology, chemistry, nursing, and psychology ( 5 – 7 , 9 , 11 , 13 , 15 – 17 , 21 , 22 , 24 ).

Although there is now a substantive and growing body of literature describing how to develop and use case studies in science teaching, current research on the effectiveness of case study teaching at meeting specific learning objectives is of limited scope and depth. Studies have shown that working in groups during completion of case studies significantly improves student perceptions of learning and may increase performance on assessment questions, and that the use of clickers can increase student engagement in case study activities, particularly among non-science majors, women, and freshmen ( 7 , 21 , 22 ). Case study teaching has been shown to improve exam performance in an anatomy and physiology course, increasing the mean score across all exams given in a two-semester sequence from 66% to 73% ( 5 ). Use of case studies was also shown to improve students’ ability to synthesize complex analytical questions about the real-world issues associated with a scientific topic ( 6 ). In a high school chemistry course, it was demonstrated that the case study teaching method produces significant increases in self-reported control of learning, task value, and self-efficacy for learning and performance ( 24 ). This effect on student motivation is important because enhanced motivation for learning activities has been shown to promote student engagement and academic performance ( 19 , 24 ). Additionally, faculty from a number of institutions have reported that using case studies promotes critical thinking, learning, and participation among students, especially in terms of the ability to view an issue from multiple perspectives and to grasp the practical application of core course concepts ( 23 ).

Despite what is known about the effectiveness of case studies in science education, questions remain about the functionality of the case study teaching method at promoting specific learning objectives that are important to many undergraduate biology courses. A recent survey of teachers who use case studies found that the topics most often covered in general biology courses included genetics and heredity, cell structure, cells and energy, chemistry of life, and cell cycle and cancer, suggesting that these topics should be of particular interest in studies that examine the effectiveness of the case study teaching method ( 8 ). However, the existing body of literature lacks direct evidence that the case study method is an effective tool for teaching about this collection of important topics in biology courses. Further, the extent to which case study teaching promotes development of science communication skills and the ability to understand the connections between biological concepts and everyday life has not been examined, yet these are core learning objectives shared by a variety of science courses. Although many instructors have produced case studies for use in their own classrooms, the production of novel case studies is time-consuming and requires skills that not all instructors have perfected. It is therefore important to determine whether case studies published by instructors who are unaffiliated with a particular course can be used effectively and obviate the need for each instructor to develop new case studies for their own courses. The results reported herein indicate that teaching with case studies results in significantly higher performance on examination questions about chemical bonds, osmosis and diffusion, mitosis and meiosis, and DNA structure and replication than that achieved by class discussions and textbook reading for topics of similar complexity. Case studies also increased overall student perceptions of learning gains and perceptions of learning gains specifically related to written and oral communication skills and the ability to grasp connections between scientific topics and their real-world applications. The effectiveness of the case study teaching method at increasing academic performance was not correlated to whether the case study used was authored by the instructor of the course or by an unaffiliated instructor. These findings support increased use of published case studies in the teaching of a variety of biological concepts and learning objectives.

Student population

This study was conducted at Kingsborough Community College, which is part of the City University of New York system, located in Brooklyn, New York. Kingsborough Community College has a diverse population of approximately 19,000 undergraduate students. The student population included in this study was enrolled in the first semester of a two-semester sequence of general (introductory) biology for biology majors during the spring, winter, or summer semester of 2014. A total of 63 students completed the course during this time period; 56 students consented to the inclusion of their data in the study. Of the students included in the study, 23 (41%) were male and 33 (59%) were female; 40 (71%) were registered as college freshmen and 16 (29%) were registered as college sophomores. To normalize participant groups, the same student population pooled from three classes taught by the same instructor was used to assess both experimental and control teaching methods.

Course material

The four biological concepts assessed during this study (chemical bonds, osmosis and diffusion, mitosis and meiosis, and DNA structure and replication) were selected as topics for studying the effectiveness of case study teaching because they were the key concepts addressed by this particular course that were most likely to be taught in a number of other courses, including biology courses for both majors and nonmajors at outside institutions. At the start of this study, relevant existing case studies were freely available from the National Center for Case Study Teaching in Science (NCCSTS) to address mitosis and meiosis and DNA structure and replication, but published case studies that appropriately addressed chemical bonds and osmosis and diffusion were not available. Therefore, original case studies that addressed the latter two topics were produced as part of this study, and case studies produced by unaffiliated instructors and published by the NCCSTS were used to address the former two topics. By the conclusion of this study, all four case studies had been peer-reviewed and accepted for publication by the NCCSTS ( http://sciencecases.lib.buffalo.edu/cs/ ). Four of the remaining core topics covered in this course (macromolecules, photosynthesis, genetic inheritance, and translation) were selected as control lessons to provide control assessment data.

To minimize extraneous variation, control topics and assessments were carefully matched in complexity, format, and number with case studies, and an equal amount of class time was allocated for each case study and the corresponding control lesson. Instruction related to control lessons was delivered using minimal slide-based lectures, with emphasis on textbook reading assignments accompanied by worksheets completed by students in and out of the classroom, and small and large group discussion of key points. Completion of activities and discussion related to all case studies and control topics that were analyzed was conducted in the classroom, with the exception of the take-home portion of the osmosis and diffusion case study.

Data collection and analysis

This study was performed in accordance with a protocol approved by the Kingsborough Community College Human Research Protection Program and the Institutional Review Board (IRB) of the City University of New York (CUNY IRB reference 539938-1; KCC IRB application #: KCC 13-12-126-0138). Assessment scores were collected from regularly scheduled course examinations. For each case study, control questions were included on the same examination that were similar in number, format, point value, and difficulty level, but related to a different topic covered in the course that was of similar complexity. Complexity and difficulty of both case study and control questions were evaluated using experiential data from previous iterations of the course; the Bloom’s taxonomy designation and amount of material covered by each question, as well as the average score on similar questions achieved by students in previous iterations of the course was considered in determining appropriate controls. All assessment questions were scored using a standardized, pre-determined rubric. Student perceptions of learning gains were assessed using a modified version of the Student Assessment of Learning Gains (SALG) course evaluation tool ( http://www.salgsite.org ), distributed in hardcopy and completed anonymously during the last week of the course. Students were presented with a consent form to opt-in to having their data included in the data analysis. After the course had concluded and final course grades had been posted, data from consenting students were pooled in a database and identifying information was removed prior to analysis. Statistical analysis of data was conducted using the Kruskal-Wallis one-way analysis of variance and calculation of the R 2 coefficient of determination.

Teaching with case studies improves performance on learning assessments, independent of case study origin

To evaluate the effectiveness of the case study teaching method at promoting learning, student performance on examination questions related to material covered by case studies was compared with performance on questions that covered material addressed through classroom discussions and textbook reading. The latter questions served as control items; assessment items for each case study were compared with control items that were of similar format, difficulty, and point value ( Appendix 1 ). Each of the four case studies resulted in an increase in examination performance compared with control questions that was statistically significant, with an average difference of 18% ( Fig. 1 ). The mean score on case study-related questions was 73% for the chemical bonds case study, 79% for osmosis and diffusion, 76% for mitosis and meiosis, and 70% for DNA structure and replication ( Fig. 1 ). The mean score for non-case study-related control questions was 60%, 54%, 60%, and 52%, respectively ( Fig. 1 ). In terms of examination performance, no significant difference between case studies produced by the instructor of the course (chemical bonds and osmosis and diffusion) and those produced by unaffiliated instructors (mitosis and meiosis and DNA structure and replication) was indicated by the Kruskal-Wallis one-way analysis of variance. However, the 25% difference between the mean score on questions related to the osmosis and diffusion case study and the mean score on the paired control questions was notably higher than the 13–18% differences observed for the other case studies ( Fig. 1 ).

Case study teaching method increases student performance on examination questions. Mean score on a set of examination questions related to lessons covered by case studies (black bars) and paired control questions of similar format and difficulty about an unrelated topic (white bars). Chemical bonds, n = 54; Osmosis and diffusion, n = 54; Mitosis and meiosis, n = 51; DNA structure and replication, n = 50. Error bars represent the standard error of the mean (SEM). Asterisk indicates p < 0.05.

Case study teaching increases student perception of learning gains related to core course objectives

Student learning gains were assessed using a modified version of the SALG course evaluation tool ( Appendix 2 ). To determine whether completing case studies was more effective at increasing student perceptions of learning gains than completing textbook readings or participating in class discussions, perceptions of student learning gains for each were compared. In response to the question “Overall, how much did each of the following aspects of the class help your learning?” 82% of students responded that case studies helped a “good” or “great” amount, compared with 70% for participating in class discussions and 58% for completing textbook reading; only 4% of students responded that case studies helped a “small amount” or “provided no help,” compared with 2% for class discussions and 22% for textbook reading ( Fig. 2A ). The differences in reported learning gains derived from the use of case studies compared with class discussion and textbook readings were statistically significant, while the difference in learning gains associated with class discussion compared with textbook reading was not statistically significant by a narrow margin ( p = 0.051).

The case study teaching method increases student perceptions of learning gains. Student perceptions of learning gains are indicated by plotting responses to the question “How much did each of the following activities: (A) Help your learning overall? (B) Improve your ability to communicate your knowledge of scientific concepts in writing? (C) Improve your ability to communicate your knowledge of scientific concepts orally? (D) Help you understand the connections between scientific concepts and other aspects of your everyday life?” Reponses are represented as follows: Helped a great amount (black bars); Helped a good amount (dark gray bars); Helped a moderate amount (medium gray bars); Helped a small amount (light gray bars); Provided no help (white bars). Asterisk indicates p < 0.05.

To elucidate the effectiveness of case studies at promoting learning gains related to specific course learning objectives compared with class discussions and textbook reading, students were asked how much each of these methods of content delivery specifically helped improve skills that were integral to fulfilling three main course objectives. When students were asked how much each of the methods helped “improve your ability to communicate knowledge of scientific concepts in writing,” 81% of students responded that case studies help a “good” or “great” amount, compared with 63% for class discussions and 59% for textbook reading; only 6% of students responded that case studies helped a “small amount” or “provided no help,” compared with 8% for class discussions and 21% for textbook reading ( Fig. 2B ). When the same question was posed about the ability to communicate orally, 81% of students responded that case studies help a “good” or “great” amount, compared with 68% for class discussions and 50% for textbook reading, while the respective response rates for helped a “small amount” or “provided no help,” were 4%, 6%, and 25% ( Fig. 2C ). The differences in learning gains associated with both written and oral communication were statistically significant when completion of case studies was compared with either participation in class discussion or completion of textbook readings. Compared with textbook reading, class discussions led to a statistically significant increase in oral but not written communication skills.

Students were then asked how much each of the methods helped them “understand the connections between scientific concepts and other aspects of your everyday life.” A total of 79% of respondents declared that case studies help a “good” or “great” amount, compared with 70% for class discussions and 57% for textbook reading ( Fig. 2D ). Only 4% stated that case studies and class discussions helped a “small amount” or “provided no help,” compared with 21% for textbook reading ( Fig. 2D ). Similar to overall learning gains, the use of case studies significantly increased the ability to understand the relevance of science to everyday life compared with class discussion and textbook readings, while the difference in learning gains associated with participation in class discussion compared with textbook reading was not statistically significant ( p = 0.054).

Student perceptions of learning gains resulting from case study teaching are positively correlated to increased performance on examinations, but independent of case study author

To test the hypothesis that case studies produced specifically for this course by the instructor were more effective at promoting learning gains than topically relevant case studies published by authors not associated with this course, perceptions of learning gains were compared for each of the case studies. For both of the case studies produced by the instructor of the course, 87% of students indicated that the case study provided a “good” or “great” amount of help to their learning, and 2% indicated that the case studies provided “little” or “no” help ( Table 1 ). In comparison, an average of 85% of students indicated that the case studies produced by an unaffiliated instructor provided a “good” or “great” amount of help to their learning, and 4% indicated that the case studies provided “little” or “no” help ( Table 1 ). The instructor-produced case studies yielded both the highest and lowest percentage of students reporting the highest level of learning gains (a “great” amount), while case studies produced by unaffiliated instructors yielded intermediate values. Therefore, it can be concluded that the effectiveness of case studies at promoting learning gains is not significantly affected by whether or not the course instructor authored the case study.

Case studies positively affect student perceptions of learning gains about various biological topics.

Finally, to determine whether performance on examination questions accurately predicts student perceptions of learning gains, mean scores on examination questions related to case studies were compared with reported perceptions of learning gains for those case studies ( Fig. 3 ). The coefficient of determination (R 2 value) was 0.81, indicating a strong, but not definitive, positive correlation between perceptions of learning gains and performance on examinations, suggesting that student perception of learning gains is a valid tool for assessing the effectiveness of case studies ( Fig. 3 ). This correlation was independent of case study author.

Perception of learning gains but not author of case study is positively correlated to score on related examination questions. Percentage of students reporting that each specific case study provided “a great amount of help” to their learning was plotted against the point difference between mean score on examination questions related to that case study and mean score on paired control questions. Positive point differences indicate how much higher the mean scores on case study-related questions were than the mean scores on paired control questions. Black squares represent case studies produced by the instructor of the course; white squares represent case studies produced by unaffiliated instructors. R 2 value indicates the coefficient of determination.

The purpose of this study was to test the hypothesis that teaching with case studies produced by the instructor of a course is more effective at promoting learning gains than using case studies produced by unaffiliated instructors. This study also tested the hypothesis that the case study teaching method is more effective than class discussions and textbook reading at promoting learning gains associated with four of the most commonly taught topics in undergraduate general biology courses: chemical bonds, osmosis and diffusion, mitosis and meiosis, and DNA structure and replication. In addition to assessing content-based learning gains, development of written and oral communication skills and the ability to connect scientific topics with real-world applications was also assessed, because these skills were overarching learning objectives of this course, and classroom activities related to both case studies and control lessons were designed to provide opportunities for students to develop these skills. Finally, data were analyzed to determine whether performance on examination questions is positively correlated to student perceptions of learning gains resulting from case study teaching.

Compared with equivalent control questions about topics of similar complexity taught using class discussions and textbook readings, all four case studies produced statistically significant increases in the mean score on examination questions ( Fig. 1 ). This indicates that case studies are more effective than more commonly used, traditional methods of content delivery at promoting learning of a variety of core concepts covered in general biology courses. The average increase in score on each test item was equivalent to nearly two letter grades, which is substantial enough to elevate the average student performance on test items from the unsatisfactory/failing range to the satisfactory/passing range. The finding that there was no statistical difference between case studies in terms of performance on examination questions suggests that case studies are equally effective at promoting learning of disparate topics in biology. The observations that students did not perform significantly less well on the first case study presented (chemical bonds) compared with the other case studies and that performance on examination questions did not progressively increase with each successive case study suggests that the effectiveness of case studies is not directly related to the amount of experience students have using case studies. Furthermore, anecdotal evidence from previous semesters of this course suggests that, of the four topics addressed by cases in this study, DNA structure and function and osmosis and diffusion are the first and second most difficult for students to grasp. The lack of a statistical difference between case studies therefore suggests that the effectiveness of a case study at promoting learning gains is not directly proportional to the difficulty of the concept covered. However, the finding that use of the osmosis and diffusion case study resulted in the greatest increase in examination performance compared with control questions and also produced the highest student perceptions of learning gains is noteworthy and could be attributed to the fact that it was the only case study evaluated that included a hands-on experiment. Because the inclusion of a hands-on kinetic activity may synergistically enhance student engagement and learning and result in an even greater increase in learning gains than case studies that lack this type of activity, it is recommended that case studies that incorporate this type of activity be preferentially utilized.

Student perceptions of learning gains are strongly motivating factors for engagement in the classroom and academic performance, so it is important to assess the effect of any teaching method in this context ( 19 , 24 ). A modified version of the SALG course evaluation tool was used to assess student perceptions of learning gains because it has been previously validated as an efficacious tool ( Appendix 2 ) ( 20 ). Using the SALG tool, case study teaching was demonstrated to significantly increase student perceptions of overall learning gains compared with class discussions and textbook reading ( Fig. 2A ). Case studies were shown to be particularly useful for promoting perceived development of written and oral communication skills and for demonstrating connections between scientific topics and real-world issues and applications ( Figs. 2B–2D ). Further, student perceptions of “great” learning gains positively correlated with increased performance on examination questions, indicating that assessment of learning gains using the SALG tool is both valid and useful in this course setting ( Fig. 3 ). These findings also suggest that case study teaching could be used to increase student motivation and engagement in classroom activities and thus promote learning and performance on assessments. The finding that textbook reading yielded the lowest student perceptions of learning gains was not unexpected, since reading facilitates passive learning while the class discussions and case studies were both designed to promote active learning.

Importantly, there was no statistical difference in student performance on examinations attributed to the two case studies produced by the instructor of the course compared with the two case studies produced by unaffiliated instructors. The average difference between the two instructor-produced case studies and the two case studies published by unaffiliated instructors was only 3% in terms of both the average score on examination questions (76% compared with 73%) and the average increase in score compared with paired control items (14% compared with 17%) ( Fig. 1 ). Even when considering the inherent qualitative differences of course grades, these differences are negligible. Similarly, the effectiveness of case studies at promoting learning gains was not significantly affected by the origin of the case study, as evidenced by similar percentages of students reporting “good” and “great” learning gains regardless of whether the case study was produced by the course instructor or an unaffiliated instructor ( Table 1 ).

The observation that case studies published by unaffiliated instructors are just as effective as those produced by the instructor of a course suggests that instructors can reasonably rely on the use of pre-published case studies relevant to their class rather than investing the considerable time and effort required to produce a novel case study. Case studies covering a wide range of topics in the sciences are available from a number of sources, and many of them are free access. The National Center for Case Study Teaching in Science (NCCSTS) database ( http://sciencecases.lib.buffalo.edu/cs/ ) contains over 500 case studies that are freely available to instructors, and are accompanied by teaching notes that provide logistical advice and additional resources for implementing the case study, as well as a set of assessment questions with a password-protected answer key. Case study repositories are also maintained by BioQUEST Curriculum Consortium ( http://www.bioquest.org/icbl/cases.php ) and the Science Case Network ( http://sciencecasenet.org ); both are available for use by instructors from outside institutions.

It should be noted that all case studies used in this study were rigorously peer-reviewed and accepted for publication by the NCCSTS prior to the completion of this study ( 2 , 10 , 18 , 25 ); the conclusions of this study may not apply to case studies that were not developed in accordance with similar standards. Because case study teaching involves skills such as creative writing and management of dynamic group discussion in a way that is not commonly integrated into many other teaching methods, it is recommended that novice case study teachers seek training or guidance before writing their first case study or implementing the method. The lack of a difference observed in the use of case studies from different sources should be interpreted with some degree of caution since only two sources were represented in this study, and each by only two cases. Furthermore, in an educational setting, quantitative differences in test scores might produce meaningful qualitative differences in course grades even in the absence of a p value that is statistically significant. For example, there is a meaningful qualitative difference between test scores that result in an average grade of C− and test scores that result in an average grade of C+, even if there is no statistically significant difference between the two sets of scores.

In the future, it could be informative to confirm these findings using a larger cohort, by repeating the study at different institutions with different instructors, by evaluating different case studies, and by directly comparing the effectiveness of the case studying teaching method with additional forms of instruction, such as traditional chalkboard and slide-based lecturing, and laboratory-based activities. It may also be informative to examine whether demographic factors such as student age and gender modulate the effectiveness of the case study teaching method, and whether case studies work equally well for non-science majors taking a science course compared with those majoring in the subject. Since the topical material used in this study is often included in other classes in both high school and undergraduate education, such as cell biology, genetics, and chemistry, the conclusions of this study are directly applicable to a broad range of courses. Presently, it is recommended that the use of case studies in teaching undergraduate general biology and other science courses be expanded, especially for the teaching of capacious issues with real-world applications and in classes where development of written and oral communication skills are key objectives. The use of case studies that involve hands-on activities should be emphasized to maximize the benefit of this teaching method. Importantly, instructors can be confident in the use of pre-published case studies to promote learning, as there is no indication that the effectiveness of the case study teaching method is reliant on the production of novel, customized case studies for each course.

SUPPLEMENTAL MATERIALS

Acknowledgments.

This article benefitted from a President’s Faculty Innovation Grant, Kingsborough Community College. The author declares that there are no conflicts of interest.

† Supplemental materials available at http://jmbe.asm.org

Machine learning assisted model based petrographic classification: a case study from Bokaro coal field

• Original Study
• Published: 13 September 2024

Cite this article

• Abir Banerjee 1 ,
• Bappa Mukherjee   ORCID: orcid.org/0000-0001-6018-441X 2 &
• Kalachand Sain 2  

This study applies machine learning techniques to improve petrographic classification in India's Bokaro coalfield's Barakar Formation, using conventional geophysical well logs from three wells. We analysed natural gamma ray, true resistivity, bulk density, neutron porosity, and photoelectric factor data using k-nearest neighbor (kNN), support vector machine (SVM) and random forest (RF) classifiers. A master well provided initial reference log measurement cut-off values for typical lithologies like shale, sandstone, carbonaceous shale, and coal, forming the basis of our training dataset. We assessed model accuracy using precision, recall, and F1-score metrics, finding the random forest model to be the most effective in litho-type discrimination. During the training phase, the computed overall accuracy of the predicted ML modes exceeded 89% and model accuracy hierarchy was RF>SVM>kNN. These classifiers were then applied to other well locations to predict lithological sequences, aiding in lithofacies sequence identification and potential fault extension detection. The study demonstrates the random forest model's superior precision and efficiency in lithological discrimination. Our findings enhance automated processes for identifying missing lithology during well correlation, offering valuable insights for geological interpretation in resource exploration and development. This machine learning-driven approach marks a significant advancement in subsurface geological studies.

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Acknowledgements

The authors express their gratitude to ONGC Ltd. for granting permission to present this paper. They also extend their thanks for the invaluable support and encouragement received from Mr. A.K. Dwivedi (Ex-Director of Exploration at ONGC) throughout the research endeavour. The authors would like to acknowledge the Director of the Wadia Institute of Himalayan Geology in Dehradun for granting permission to publish this work. Additionally, KS wishes to express appreciation to SERB-DST for the JC Bose National Fellowship provided. We thankful to the Editor Prof. György Hetényi and anonymous reviewers for their constructive suggestions to improve the manuscript within necessary time and efforts. BM gratefully acknowledges the Science and Engineering Research Board (SERB), Government of India (Project Number: CRG/2023/001267) for partly sponsoring this work. This work was carried out with WIHG's contribution number WHG/ 0379.

This research did not receive any specific grant from funding agencies in the public, commercial or non-profitable sectors.

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Authors and affiliations.

Deparment of Sub-Surface Team, Oil and Natural Gas Corporation Limited, Bokaro, Jharkhand, 827001, India

Abir Banerjee

Seismic Interpretation Laboratory, Wadia Institute of Himalayan Geology, Dehradun, Uttrakhand, 248001, India

Bappa Mukherjee & Kalachand Sain

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Abir Banerjee: Writing (Original draft), Resources (Data & Softwares), Validation; Bappa Mukherjee: Oversight, Conceptualisation, Code Development, Methodology, All Computation and data analysis, Investigation, Software, Figures, Writing (review and editing manuscript), Manuscript revised and correspondence; Kalachand Sain: Resources, Validation.

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Correspondence to Bappa Mukherjee .

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The authors declare that they have no known competing financial interests or personal relationships that could have appeared to influence the work reported in this paper.

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Banerjee, A., Mukherjee, B. & Sain, K. Machine learning assisted model based petrographic classification: a case study from Bokaro coal field. Acta Geod Geophys (2024). https://doi.org/10.1007/s40328-024-00451-0

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Received : 20 January 2024

Accepted : 12 August 2024

Published : 13 September 2024

DOI : https://doi.org/10.1007/s40328-024-00451-0

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