e-Literate

Present is Prologue

Tag: Simon Initiative

  • EEP 2019: The Invisible Miracle of Learning

    Today I am sharing the first video out of the Empirical Educator Project (EEP) 2019 summit, and with it, a central concerns of the project. Much of the basic machinery our learning processes work so naturally and automatically so much of the time that they are invisible to us. So pervasively invisible, in fact, that most of us are barely aware that it even exists. And that’s a problem. If you believe that the job of education is to work within what psychologist Lev Vygotski called the “zone of proximal development”—the kind of learning challenge that would be too hard for a student to learn on her own but not so hard that she can’t learn it at all—then we have to have a very finely tuned understanding of that learning machinery, to the point where we can accurately find each student’s zone of proximal development with a high level of consistency.

    We fail to do this all the time. Some students are bored while others struggle. The more heterogeneous the student population is, the bigger a problem this is. As higher education as a sector becomes more committed to serving post-traditional students, first-generation students, and students with 40-year educational relationships to the school rather than 4-year relationships, then this need to be able to see and understand these invisible learning processes becomes more acute. For this reason among others, fostering academic literacy around the mental machinery of learning—making the invisible visible—is one of the central goals of EEP. I therefore wanted to start the 2019 EEP summit by highlighting this challenge. So I invited three Carnegie Mellon University (CMU) professors with complementary areas of expertise to participate in a panel that could highlight several dimensions of the problem.

    This wasn’t the first time I had interviewed these three particular academics. I had been fortunate enough to be invited to a CMU press fellowship three years earlier. I brought my video camera along and happened to be able to get some air time with these very three people, two of whom I had never met before. The interviews turned out to be formative for me, particularly with regard to my thinking about EEP. I’m going to write a little about the complimentary insights that these three academics gave to me and then share both the interview video from the summit and the original interview videos from two years ago.

    Expert blind spots

    As we get old and forgetful, we like to joke that our minds have to make room for the new information by clearing out old information. It turns out that there’s truth behind this joke in multiple ways. First, we have different kinds of memory. If I asked you to list the steps required to tie your shoe, those steps would probably not come tripping off your tongue. Does that mean that you don’t know how to tie your shoe? No, it doesn’t. It means that you’ve moved that knowledge to a more efficient memory space in your brain. One that’s quick and efficient enough that you can easily bend down and tie your shoes while performing other, more demanding cognitive tasks. But that knowledge is not accessible to your conscious mind. It is “tacit” knowledge. Your brain is very efficient at shunting information that it needs to access but does not need to consciously examine into a different compartment than the one it was in when you were learning a skill.

    There was a time when you could list the steps in tying your shoe, because that was how you first learned those steps. Your brain put that information into a box once it no longer needed conscious access to it. Chances are good that you don’t remember that time well and that you don’t remember the experience of those steps fading from your conscious memory. I tried to recreate this experience recently for myself. I am learning to swim. In the first weeks, I was thinking about about very basic aspects of moving my arms and, separately, moving my legs. That period was about nine months ago. I decided to try a little experiment with memory encoding in the process. Every two weeks, I would try to remember the steps that I learned in my first lesson. I didn’t try to memorize those steps. That would be triggering a different memory process and would invalidate the experiment. I just tried to reconstruct the steps in my mind. Meanwhile, I spent most of my time at the pool learning to be a better swimmer.

    As the weeks went on, I found myself thinking less about what my arms and legs were doing separately and more about what my whole body was doing. I also found it harder and harder to remember what the original steps were that I learned in my first lesson. Nine months in, I barely remember anything about how I first thought about what I was doing. If I had to teach somebody to swim from scratch, I couldn’t just reproduce the lesson that was taught to me. I’d have to make something up. Nor could I reproduce the learning steps I took—many of which I made on my own, without my instructor—to get from my beginner’s understanding to the level of expertise I have achieved as of today. I might be able to draw on some of my knowledge and experience, but I would have to invent more of my teaching moves than most teachers like to admit, through trial and error, by working with students.

    So our brains do, in fact, make room for new information by boxing up old information and putting into storage. In addition to the memory changes, we also process information differently as our domain knowledge gets more sophisticated. When you’re learning math, or cooking, or yoga, or any other discipline with integrated skills that build on each other, at first, you’re learning each skill separately. Over time, your mind integrates steps and makes general rules. As novice cooks become expert cooks, their way of thinking about cooking looks less like meticulously following one out of hundreds of completely separate recipes and more like following some generalized principles that they’ve drawn from their experience of making so many recipes. They stop thinking algorithmically and start thinking heuristically.

    We don’t generally notice these changes in our cognition as we move from novices to experts in a topic. They’re not directly observable and not usually consciously experienced. They just happen. This is a problem for teaching because professors, as experts, have undergone all of these changes in their learning processes. They no longer think they way their students do. They don’t think about cooking as following individual recipes. Further, because their evolution as thinkers was largely silent, and because most professors have no professional development in these processes, it’s not always obvious to them the extent to which their brains process information in fundamentally different ways than those of their students. Ironically, it is their very expertise that causes them to struggle sometimes to understand how their students think about their subjects or how to work with them in that zone of proximal development. CMU Professor Ken Koedinger, Director of LearnLab at the Pittsburg Science of Learning Center, is an expert in this conundrum.

    Expert teaching blind spots

    There’s a related phenomenon that I’ll call an expert teaching blind spot, even though I don’t think that’s an official term of art. Just as it is possible to not consciously know what you know in any domain of knowledge, it’s possible to have tacit knowledge specifically in teaching. In addition to the reasons above, I’ll add another one: Interpersonal skills, including teaching skills, are somewhere in the middle of learning spectrum between things that we are hardwired to learn without anyone specifically teaching us (like spoken language as young children), and something that is an intellectual creation which must be consciously learned (like political science). Many educators have what we colloquially refer to as teaching “instincts,” and that word is not far from the truth. We have tacit interpersonal knowledge, sometimes including tacit knowledge about learning processes of our students. We know some things about how to teach in a very real sense, but that knowledge is not fully consciously accessible to us.

    As a result, it can be very difficult to talk to even highly skilled teachers about what they do, because in many cases they’ve never even tried to put what they do into language. They just do what seems right and obvious to them. And if they do verbalize what they’re doing, they usually aren’t using terms of art because they usually haven’t been taught any. Their insights seem personal because nobody has talked to them that beyond the personal and phenomenological there could be a sharable, learnable, teachable body of knowledge that their instincts are tapping into. CMU’s Marsha Lovett, Director of Eberly Center for Teaching Excellence & Educational Innovation is an expert in this problem domain.

    If we don’t have a coherent answer, then we make one up

    If you put all of this together, it adds up to a very significant challenge to serious educators. They don’t have easy ways of knowing how they think differently than their students or easy access to their own cognitive journeys that got them from novice learners to expert learners. And yet, most of us have vivid memories of our formative experiences as students. On top of that, teachers teach, and students learn. It happens all the time. Humans are such incredible learning machines, and the machinery is so well hidden from us, that many people tend to assume that there really isn’t much to it (when nothing could be further from the truth). Most professors are good at academic learning. That’s how they ended up as professors.

    And they usually had at least one experience that really inspired them to learn about their chosen field. That association is often all it takes for educators to attribute causality. “Well, I had an amazing experience in Professor Smith’s class, and Professor Smith did X, so X must be a great way to teach.” Given that most professors diligently worked through five to seven years of graduate school without being exposed to the tiniest hint of any of the above and then were expected to somehow magically know how to teach well, what tends to happen is that professors make up their own stories about what effective teaching is based on their own personal experiences—which is the only data they have, really—and they go on that. And they don’t change their minds about it very much or very easily. CMU anthropologist and Simon Research Faculty Lauren Herckis has conducted some fascinating research in this area.

    We have a literacy problem

    If you put all of this together, it’s clear that we’re not going to make substantial progress on improving education until educators are taught to see that which is currently invisible. We have to develop a common cultural understanding that learning involves a complex set of cognitive processes, that being an expert in a knowledge domain is not sufficient to be a good teacher of novices, that good teaching instincts are often based on tacit knowledge which we can make explicit and therefore more sharable and useful. Only by doing this together, as a sector, can we make substantial progress on improving student success. One of the main goals of Empirical Educator Project is to begin fostering the cultural infrastructure that we need in order to do that.

    Here are the three original video interviews I conducted of Marsha, Ken, and Lauren two years ago:

    e-Literate TV CMU Interviews

    I got lucky with those interviews. The coherence in the interviews is a product of the coherent body of work at CMU’s Simon Initiative as represented by the three people who happened to be available to interview rather than through some master plan of mine.

    At the summit, I chose to frame up both the discussion and the event more consciously. In addition to their work, I asked the three to reflect on their personal journeys as educators to embrace views about teaching and learning that may have seemed surprising or even counter-intuitive to them:

    EEP Summit 2019: Empirical Education 1.0 beta Panel

    The journeys that these experts describe are emblematic of the bigger picture that EEP is all about. And not just in classroom work specifically, but in every aspect of serving students.

    I have said before that academia needs to move from a philosophical commitment to student success toward operational excellence at supporting student success. The implied gap is knowhow. It will show up differently in the classroom than it will in, say, advising, but the pattern is going to be the same, and I think academics will be most comfortable thinking about it as starting with a literacy problem. There is some discipline, either new or existing, that they must learn to some degree of competence in order to serve their students well. They might not have to be expert in it—they don’t have to have PhDs in cognitive psychology, for example—but they do need to be literate in it.

  • Carnegie Mellon’s $100 Million Announcement

    This is going to be a short post, in part because I’m traveling, but I need to call your attention to a developing story, both because it’s huge in its own right and for its importance to the Empirical Educator Project (which, by the way, has a new website).

    Carnegie Mellon has announced a $100 million contribution in tools, software, and content that “that is intended to catalyze a new era of progress in educational effectiveness that is equal to the challenge of rapid change and growth in 21st century educational needs. The suite of tools is the product of over $100 million of research and development from a wide variety of funders.”

    The suite of tools will be released in stages over the next year and represents a major departure from the “silver bullet” or “moon shot” efforts to revolutionize education with technology in recent years. Instead, the contribution is intended to democratize the science of learning and empower educators across the world to become citizen scientists. Carnegie Mellon’s goal is to provide knowledge of how to conduct applied educational research that classroom educators, researchers and educational technology companies can learn, apply, extend and share with the global educational community.

    “We live in a moment when our educational institutions are in danger of a catastrophic failure that we cannot afford. College and university closures are becoming regular occurrences, even as tuition and student debt rise to record levels,” said Norman Bier, executive director of the Simon Initiative.

    “This is happening at the same time that even highly educated people need to continue learning in order to keep their skills up-to-date, and when people all over the globe need increasing access to high quality educational opportunities through technology. In the face of these institutional and structural challenges, demonstrably improving outcomes and learning for students must be our foremost concern,” Bier said.

    I have lots of good things to say about this approach, but for a preview, you can go back and review my post about ed tech hype being in remission. This announcement is a little hard to parse because it’s just a down payment on a complex story, and because it’s a big price tag thing from a big engineering school, but trust me: this is not the same old thing.

    The full list of what is being released has yet to be announced, but I’ve seen it, and it is mind-blowing. The breadth and depth are pretty astonishing. In fact, one of Carnegie Mellon’s  biggest challenges will be explaining all of what’s in it. This isn’t a tool or a platform. It’s a collection that’s in the process of being knitted together into an ecosystem. And the way that people inhabit that ecosystem is what will really matter.

    There will be a lot more to say on that in the near future. The university is going to be revealing a lot of the details of their contribution at our second annual Empirical Educator Project summit, which they are graciously hosting on May 6th and 7th. We will have some announcements between now and then, likely a flurry of announcements (from us and from other parties) around the time of the summit itself, and will be releasing video of many of the talks after the summit afterward. There are also some reporters working this story, so I will keep running updates of those stories as they come out over at the new Empirical Educator Project site and periodically collect them in my updates here as well.

    Watch this space.

  • EEP News: Carnegie Mellon and Duke Lower Barriers to Conducting Educational Research

    EEP News: Carnegie Mellon and Duke Lower Barriers to Conducting Educational Research

    I’m thrilled to announce our first Empirical Educator Project contribution. From the press release:

    Carnegie Mellon University and Duke University have shared newly available free tools that will significantly lower the barriers to conducting ethical educational research. The two universities contributed the tools through e-Literate’s Empirical Educator Project (EEP), an effort to promote broader adoption of evidence-based teaching practices and foster a culture of empirical education across higher education.

    As with all academic research involving human subjects, educational researchers must have their experimental designs approved by their university’s Institutional Review Board (IRB). If a researcher wants to study students or their work, they must explain how they will get the students’ informed consent to participate.

    This can be a major barrier that often prevents research from being undertaken. Teaching faculty who may be interested in conducting a study may decide that the bureaucratic burden is more than they can take on. Multiple universities that want to collaborate on cross-institutional studies will have to get approval from each institution’s IRB in an environment where there are no widely adopted standards for reviewing and approving educational research by these bodies. Educational technology companies that want to be more transparent and collaborative with universities about their own research into product efficacy can find the IRB process impractically time-consuming. As a result, far less educational research gets conducted in ways that are both reviewed for ethical practices and shared as credible research that contributes to the state of the art in learning science.

    Through e-Literate’s EEP, learning science researchers at Carnegie Mellon and Duke Universities discovered that each institution had developed a solution for part of this problem. Carnegie Mellon University has developed templates approved by their IRB that they estimate will accommodate approximately 80% of classroom research use cases. Meanwhile, Duke University has developed language and a process approved by their IRB for requesting and tracking informed consent from students.

    The two universities have released the tools under a Creative Commons Attribution (CC-BY) license and provided “train the trainer” support for the use of their templates and protocols. Together, these contributions could enable many of the educators and product designers who are already conducting informal educational research all over the world to participate in the same sort of social fabric that has enabled communities of researchers in other human sciences to tackle problems from cancer to Alzheimer’s disease.

    Jeff Young has a great piece up about this release at EdSurge, and I believe we will see something from The Chronicle in their teaching newsletter on Thursday. I’d like to give you my own take on the reasons why this an important milestone.

    It’s an example of untapped inter-institutional opportunity

    Carnegie Mellon and Duke are theoretically peers. To use one very imperfect measure, they are both ranked in the top 25 national universities by US News and World Report. They are both more specifically ranked in the top 15 such schools for undergraduate teaching. Both are seriously concerned with improving undergraduate education through research-based practices. The two institutions have been working on similar yet complementary efforts to make that research easier. You would think that they would have had opportunities to share their work with each other, or at least know about what the other is doing.

    Before EEP, they didn’t.

    On closer examination, the complementarity of the two efforts suggests the kinds of opportunities that higher education is missing. Carnegie Mellon University has one of the broadest, deepest, most impressive, and most historic learning science research programs on the planet. There are only a handful of universities that are even in their league, and Stanford may be the only university that rivals them in depth and breadth. Further, the university has made a commitment in the form of the Simon Initiative to “[p]rovide accessible tools and methods with which any person or institution can adopt and advance CMU’s approach to learning engineering, improving outcomes for their own learners,” globally, in addition to improving teaching and learning at Carnegie Mellon University itself. (Not that this is distinct from but complementary to their Eberly Center for Teaching Excellence, which is similar in purpose to the centers of teaching and learning at many universities.) To get a flavor for who they are and how they think, here’s a playlist of three e-Literate TV videos that highlight a few of their faculty members:

    Now, Carnegie Mellon is known more generally for its engineering prowess, so it’s no surprise that the folks at the Simon Initiative talk about “learning engineering.” (The initiative is named after the late Herb Simon, a cognitive scientist and CMU luminary who coined that term.) That mentality, as well as the orientation of an institution known for its learning science research, shows in their contribution. They studied the IRB applications submitted for educational research by their faculty—not just their learning science faculty, but all faculty interested in publishing their research projects, identified common traits, and developed a template that they estimate covers somewhere in the neighborhood 80% of those projects. They then had their IRB review and approve the template. Now, any educator at CMU who wants to do publishable educational research and can use the template gets their IRB application fast-tracked.

    Without taking anything away from Duke’s own learning science research capabilities, one of the things that Duke is among the very best in the world at is making their undergraduates’ educational experience life-changing. As one example, the university has a large number of “professors of practice.” In many big research universities, a tenure track is a kind of death trap. Faculty are worked to the bone for three to five years in the hopes of achieving tenure when, in reality, most of them will be sent packing in the end. And while they are on that treadmill, they have a disincentive to invest too heavily in their teaching lest they neglect the publications and grants that will increase their odds of not being shown the door. That’s not how Duke rolls. Rather than exploiting young faculty by dangling a carrot that will forever be out of reach, they offer many a professor of practice position. Such faculty get basically everything except tenure, including long-term employment, a decent salary scale, and a say in shared governance. But they must not only show that they are excellent educators but also conduct research in education. In effect, rather than “physics” or “art history” being their discipline, it’s “physics education” or “art history education.” I don’t know whether Duke or their faculty would put it quite this way, but I intend it to be a compliment. The point is that they incentivize faculty to become disciplinary experts in supporting their students through evidence-based practices. I have been to one of their teaching and learning conferences and interacted with these faculty members. It was heavily attended and the atmosphere was electric. I have been to many of these kinds of events; yet I have rarely seen faculty who were more actively engaged in asking good, probing questions about teaching practice than I did at Duke.

    This different context from CMU’s has resulted in a slightly different approach to the same problem. Like everyone else, Duke’s educators who want to publish their research have to go through IRB approval. And given that Duke has a world-class medical research program, their IRB is both very tough and very focused on privacy concerns. So their Learning Innovation center developed an informed consent tool called WALTer, where WALT stands for “we are learning too.” WALTer sits right inside the LMS for any course in which research is being conducted. Faculty who want to conduct such research are led through a decision tree that produces IRB-approved language for informed consent, based on the conditions of the experiment. Having this form in place helps the instructor get faster approval of the project. And once that approval is in place, WALTer helps ensure that students are given the opportunity to provide their informed consent (or not). Since WALTer has been launched, the Learning Innovation team has seen an increase in the number of faculty expressing interest in conducting educational research and a decrease in the time it takes educational research applications to be approved by Duke’s IRB.

    Peanut butter, meet chocolate. CMU’s IRB template and Duke’s informed consent template are completely complementary. But before EEP, the peanut butter was in the fridge and the chocolate was in the drawer. They just didn’t meet.

    It’s an example of untapped intra-institutional opportunity

    The Duke feedback that they are getting more educational research interest and getting that research approved faster is illustrative of a larger point. The current institutional structures and processes of colleges and universities are not designed to facilitate the development, testing, sharing, and adoption of evidence-backed practices which improve student success. The IRB process is just one (very painful) example. The disincentive for faculty on the tenure treadmill is another. There are many more.

    The question that I have heard asked ad nauseam for years and years now, from a wide range of people, is “How can we make faculty care more about teaching?” That is the wrong question on every level. A better question would be, “How can we design universities such that focusing on improving excellence at supporting student success is less painful and more rewarding?”

    Think about just about every hot ed tech-related trend you can think of. Retention early warning analytics. Adaptive learning. Competency-based education. Stackable credentials. MOOCs. All this activity (and money) is swirling around the problem of making it easier for students to learn and succeed at school. Now think about all the hot trends that focus on making it practical and rewarding for faculty to focus their energy and considerable intellectual talents on solving the same problem. Can you name one?

    An IRB form for educational research may sound like a small and boring thing, but it is a piece of cultural and institutional infrastructure that makes it a little more practical for motivated faculty to focus energy and intellectual talent on learning how to better support student success. “We Are Learning Too” indeed. This is the kind of work that will make college education better and, in the process, make all of those ed tech tools more useful. A laser scalpel doesn’t do much to promote health unless it’s wielded by a physician who knows how, when, and why to use it. ((Is a “laser scalpel” a thing? I may have just made that up. Anyway, you get the point.)) Without that knowledge, it risks doing more harm than good.

    It’s an example of untapped multi-institutional and institution/vendor collaboration opportunity

    So yay for Carnegie Mellon and Duke. What about everyone else?

    Well, for starters, they have both contributed their language under a Creative Commons license. (Duke’s WALTer tool is built using a third-party proprietary platform, so contributing the source code wasn’t an option. But somebody else could easily build a tool that supports the workflow in the release document.) So there’s that.

    IRBs are notoriously idiosyncratic. (Some might say arbitrary. I’m not saying that. But some might.) So you could see an IRB at an institution that’s very different from CMU or Duke having something like the following argument:

    IRB Member #1: Hey, CMU and Duke are super-rigorous research institutions that are way more focused on these sorts of things than we are. If it’s good enough for them, it should be good enough for us.

    IRB Member #2: Actually, exactly because CMU and Duke are super-rigorous research institutions that are way more focused on these sorts of things than we are, what makes you think that what makes sense for them will also make sense for us?

    These are both reasonable starting positions. The conversation that should flow from this is an examination of the templates in which an IRB member who wants to change a part of it will need to provide a justification for doing so. This is exactly the next step we want to foster for this project, preferably at multiple institutions. Where we’d like to end up is at a toolkit in which an institution of any type can look at variations—and justifications for those variations—provided by peer institutions so that they adapt and adopt them. We’d also like to supplement what we already have with some more fleshed out student data privacy guidelines that are, once again, education-appropriate. Data privacy in this sort of research is just as important as it is in, say, medical research. But the specific concerns and methods for dealing with them aren’t necessarily identical. We should be developing a sector-wide consensus on ethical practices that can augment what is already in the Duke and CMU IRB contributions.

    This would hopefully help to lower one barrier to conducting educational research everywhere. But it could potentially do much more than that. Under the law, if researchers want to conduct a multi-institutional research project, then each institution’s IRB must approve the project. And since no two IRBs use the same standards and most don’t have particular guidelines for educational research, doing research across two institutions is more than twice as hard. Three is more than three times as hard. Doing large-scale, multi-institution research quickly becomes impossible in most scenarios. Unless you’re a vendor, in which case it is trivial, because you are not required to go through IRB for your own research—as long as you don’t publish it in a journal. So vendors can conduct research on students in multiple institutions for their own proprietary purposes easily, but if they want to do the right thing by going through IRB approval and sharing what they’re learning through peer-reviewed journals, it’s way, way harder.

    Imagine if it were easier for everyone to do the right thing and submit an application for IRB approval, knowing that they will be going through a streamlined but academically validated process. Imagine the kind of research opportunities that could open up. Now imagine further if there were some technology infrastructure behind this. Imagine if we could track IRB approval and informed consent across institutions, gather appropriately anonymized student data, and share it among researchers in a repository that is designed to respect the student privacy constraints dictated by the approved IRB applications while giving more researchers access to more research-relevant data—including data that are gathered through student interactions inside vendor tools. Technologically, this is quite practical. The hard part is getting the policy infrastructure solid and widely adopted.

    This is what EEP is about. The problem isn’t that higher education is failing to innovate or that professors don’t care about teaching well. The problem is that we are flushing 99% of the existing efforts, potential opportunities, and good intentions down the toilet because we don’t have the cultural institutions and social infrastructure to support and sustain them. But that can change.

    Kudos and thanks to the good folks at CMU and Duke. We have more folks working in EEP—from a diverse range of institutions—on a wide range of projects. And we’re still learning how to work together effectively. Expect more to come.

  • Understanding Learning Science and Its Value to Educators

    Understanding Learning Science and Its Value to Educators

    simon-header

    In a world where we are constantly barraged with product claims about “learning science,” most educators have very little sense of what that really means and how it is relevant to what they do. I was lucky enough to be able to hear from and interview some actual academic learning sciences last year at Carnegie Mellon University’s Simon Initiative. The trip itself was paid for by CMU—I was part of a group of “media fellows”—and the video production was paid for by a grant from the Bill & Melinda Gates Foundation. The result was a trio of interview videos that I’m particularly pleased to share. (more…)