Originators and key contributors: First described by Ivan Pavlov (1849-1936), Russian physiologist, in 1903, and studied in infants by John B. Watson (1878-1958).

Keywords: stimulus-response, psychic reflexes, unconditioned stimulus, conditioned response, respondent conditioning

Classical Conditioning (Ivan Pavlov)

Several types of learning exist. The most basic form is associative learning, i.e., making a new association between events in the environment. There are two forms of associative learning: classical conditioning (made famous by Ivan Pavlov’s experiments with dogs) and operant conditioning.

Pavlov’s Dogs

In the early twentieth century, Russian physiologist Ivan Pavlov did Nobel prize-winning work on digestion. While studying the role of saliva in dogs’ digestive processes, he stumbled upon a phenomenon he labeled “psychic reflexes.” While an accidental discovery, he had the foresight to see the importance of it. Pavlov’s dogs, restrained in an experimental chamber, were presented with meat powder and they had their saliva collected via a surgically implanted tube in their saliva glands. Over time, he noticed that his dogs who begin salivation before the meat powder was even presented, whether it was by the presence of the handler or merely by a clicking noise produced by the device that distributed the meat powder.

Fascinated by this finding, Pavlov paired the meat powder with various stimuli such as the ringing of a bell. After the meat powder and bell (auditory stimulus) were presented together several times, the bell was used alone. Pavlov’s dogs, as predicted, responded by salivating to the sound of the bell (without the food). The bell began as a neutral stimulus (i.e. the bell itself did not produce the dogs’ salivation). However, by pairing the bell with the stimulus that did produce the salivation response, the bell was able to acquire the ability to trigger the salivation response. Pavlov therefore demonstrated how stimulus-response bonds (which some consider as the basic building blocks of learning) are formed. He dedicated much of the rest of his career further exploring this finding.

In technical terms, the meat powder is considered an unconditioned stimulus (UCS) and the dog’s salivation is the unconditioned response (UCR). The bell is a neutral stimulus until the dog learns to associate the bell with food. Then the bell becomes a conditioned stimulus (CS) which produces the conditioned response (CR) of salivation after repeated pairings between the bell and food.

John B. Watson: Early Classical Conditioning with Humans

John B. Watson further extended Pavlov’s work and applied it to human beings. In 1921, Watson studied Albert, an 11 month old infant child. The goal of the study was to condition Albert to become afraid of a white rat by pairing the white rat with a very loud, jarring noise (UCS).  At first, Albert showed no sign of fear when he was presented with rats, but once the rat was repeatedly paired with the loud noise (UCS), Albert developed a fear of rats. It could be said that the loud noise (UCS) induced fear (UCR). The implications of Watson’s experiment suggested that classical conditioning could cause some phobias in humans.

For more information, see:

• Pavlov, I. P. (1927). Conditioned Reflexes: An Investigation of the Physiological Activity of the Cerebral Cortex. Translated and Edited by G. V. Anrep. London: Oxford University Press.  Full text available online

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Key proponents: Abraham Maslow, Carl Rogers, Malcolm Knowles

Key terms: self-actualization, teacher as facilitator, affect

Humanism

Humanism, a paradigm that emerged in the 1960s, focuses on the human freedom, dignity, and potential. A central assumption of humanism, according to Huitt (2001), is that people act with intentionality and values. This is in contrast to the behaviorist notion of operant conditioning (which argues that all behavior is the result of the application of consequences) and the cognitive psychologist belief that the discovering knowledge or constructing meaning is central to learning. Humanists also believe that it is necessary to study the person as a whole, especially as an individual grows and develops over the lifespan. It follows that the study of the self, motivation, and goals are areas of particular interest.

Key proponents of humanism include Carl Rogers and Abraham Maslow. A primary purpose of humanism could be described as the development of self-actualized, automomous people. In humanism, learning is student centered and personalized, and the educator’s role is that of a facilitator. Affective and cognitive needs are key, and the goal is to develop self-actualized people in a cooperative, supportive environment.

Related theories include: Experiential Learning (Kolb), Maslow’s Hierarchy of Needs, and Facilitation Theory (Rogers).

For more information, see:

• DeCarvalho, R. (1991). The humanistic paradigm in education. The Humanistic Psychologist, 19(1), 88-104.
• Huitt, W. (2001). Humanism and open education. Educational Psychology Interactive. Valdosta, GA: Valdosta State University. Retrieved September 11, 2007, from the URL:  http://chiron.valdosta.edu/whuitt/col/affsys/humed.html.
• Rogers, C., & Freiberg, H. J. (1994). Freedom to learn (3rd Ed.). New York: Macmillan.

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Originator: Lev Vygotsky (1896-1934).

Key terms: Zone of Proximal Development (ZPD), More Knowledgeable Other (MKO)

Vygotsky’s Social Development Theory

Vygotsky’s Social Development Theory is the work of Russian psychologist Lev Vygotsky (1896-1934), who lived during Russian Revolution. Vygotsky’s work was largely unkown to the West until it was published in 1962.

Vygotsky’s theory is one of the foundations of constructivism. It asserts three major themes:

Major themes:

1. Social interaction plays a fundamental role in the process of cognitive development. In contrast to Jean Piaget’s understanding of child development (in which development necessarily precedes learning), Vygotsky felt social learning precedes development. He states: “Every function in the child’s cultural development appears twice: first, on the social level, and later, on the individual level; first, between people (interpsychological) and then inside the child (intrapsychological).” (Vygotsky, 1978).
2. The More Knowledgeable Other (MKO). The MKO refers to anyone who has a better understanding or a higher ability level than the learner, with respect to a particular task, process, or concept. The MKO is normally thought of as being a teacher, coach, or older adult, but the MKO could also be peers, a younger person, or even computers.
3. The Zone of Proximal Development (ZPD). The ZPD is the distance between a student’s ability to perform a task under adult guidance and/or with peer collaboration and the student’s ability solving the problem independently. According to Vygotsky, learning occurred in this zone.

Vygotsky focused on the connections between people and the sociocultural context in which they act and interact in shared experiences (Crawford, 1996). According to Vygotsky, humans use tools that develop from a culture, such as speech and writing, to mediate their social environments. Initially children develop these tools to serve solely as social functions, ways to communicate needs. Vygotsky believed that the internalization of these tools led to higher thinking skills.

Applications of the Vygotsky’s Social Development Theory

Many schools have traditionally held a transmissionist or instructionist model in which a teacher or lecturer ‘transmits’ information to students. In contrast, Vygotsky’s theory promotes learning contexts in which students play an active role in learning. Roles of the teacher and student are therefore shifted, as a teacher should collaborate with his or her students in order to help facilitate meaning construction in students. Learning therefore becomes a reciprocal experience for the students and teacher.

For more information, see:

• Driscoll, M. P. (1994). Psychology of Learning for Instruction. Needham, MA: Allyn & Bacon.
• Crawford, K. (1996) Vygotskian approaches to human development in the information era. Educational Studies in Mathematics. (31) 43-62.
• Vygotsky, L.S. (1978). Mind and society: The development of higher mental processes. Cambridge, MA: Harvard University Press.
• Wertsch, James V. Sohmer, Richard. (1995). Vygotsky on learning and development. Human Development. (38 ) 332-37.

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Originator: Abraham Maslow in 1943.

Key terms: deficiency needs, growth needs, physiological, safety, belongingness, esteem, self-actualization

Maslow’s Hierarchy of Needs

Abraham H. Maslow felt as though conditioning theories did not adequately acapture the complexity of human behavior. In a 1943 paper called A Theory of Human Motivation, Maslow presented the idea that human actions are directed toward goal attainment. Any given behavior could satisfy several functions at the same time; for instance, going to a pub could satisfy one’s needs for self-esteem and for social interaction.

Maslow’s Hierarchy of Needs has often been represented in a hierarchial pyramid with five levels. The four levels (lower-order needs) are considered physiological needs, while the top level is considered growth needs. The lower level needs need to be satisfied before higher-order needs can influence behavior. The levels are as follows (see pyramid in Figure 1 below).

• Self-actualization - morality, creativity, problem solving, etc.
• Esteem - includes confidence, self-esteem, achievement, respect, etc.
• Belongingness - includes love, friendship, intimacy, family, etc.
• Safety - includes security of environment, employment, resources, health, property, etc.
• Physiological - includes air, food, water, sex, sleep, other factors towards homeostasis, etc.

Figure 1. Maslow’s Hierarchy of Needs Pyramid.

Deprivation Needs

The first four levels are considered deficiency or deprivation needs (”D-needs”) in that their lack of satisfaction causes a deficiency that motivates people to meet these needs. Physiological needs, the lowest level on the hierarchy, include necessities such as air, food, and water. These tend to be satisfied for most people, but they become predominant when unmet. During emergencies, safety needs such as health and security rise to the forefront. Once these two levels are met, belongingness needs, such as obtaining love and intimate relationships or close friendships, become important. The next level, esteem needs, include the need for recognition from others, confidence, achievement, and self-esteem.

Growth Needs

The highest level is self-actualization, or the self-fulfillment. Behavior in this case is not driven or motivated by deficiencies but rather one’s desire for personal growth and the need to become all the things that a person is capable of becoming (Maslow, 1970).

Criticisms

While a useful guide for generally understanding why students behave the way that they do and in determining how learning may be affected by physiological or safety deficiencies, Maslow’s theory has its share of criticisms. Some have noted vagueness in what is a “deficiency”; what is a deficiency for one is not necessarily a deficiency for another. Secondly, there seem to be various exceptions that frequently occur. For example, some people often risk their own safety to rescue others from danger.

For more information, see:

• Maslow, A. H. (1943). A Theory of Human Motivation. Psychological Review, 50, pp. 370. Link to Full Text.
• Maslow, A. H. (1970). Motivation and Personality, 2nd. Ed., New York, Harper & Row. ISBN 0060419873.
• Maslow’s Hierarchy of Needs at the University of Hawaii.
• Maslow’s Hierarchy of Needs at Deeper Mind.

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Originators: James Marcia, Canadian developmental psychologist and Emeritus Professor of Psychology at Simon Fraser University.

Key terms: identity status, diffusion, foreclosure, moratorium, achievement.

Marcia’s Identity Statuses

Based on Erik Erikson’s groundbreaking work on identity and psychosocial development in the 1960s, Canadian developmental psychologist James Marcia refined and extended Erikson’s model, primarily focusing on adolescent development. Addressing Erikson’s notion of identity crisis, Marcia posited that the adolescent stage consists neither of identity resolution nor identity confusion, but rather the degree to which one has explored and committed to an identity in a variety of life domains from vocation, religion, relational choices, gender roles, and so on. Marcia’s theory of identity achievement argues that two distinct parts form an adolescent’s identity: crisis (i. e. a time when one’s values and choices are being reevaluated) and commitment. He defined a crisis as a time of upheaval where old values or choices are being reexamined. The end outcome of a crisis leads to a commitment made to a certain role or value.

Upon developing a semi-structured interview for identity research, Marcia proposed Identity Status of psychological identity development:

• Identity Diffusion - the status in which the adolescent does no have a sense of having choices; he or she has not yet made (nor is attempting/willing to make) a commitment
• Identity Foreclosure - the status in which the adolescent seems willing to commit to some relevant roles, values, or gaols for the future. Adolescents in this stage have not experienced an identity crisis. They tend to conform to the expectations of others regarding their future (e. g. allowing a parent to determine a career direction) As such, these individuals have not explored a range of options.
• Identity Moratorium - the status in which the adolescent is currently in a crisis, exploring various commitments and is ready to make choices, but has not made a commitment to these choices yet.
• Identity Achievement - the status in which adolescent has gone through a identity crisis and has made a commitment to a sense of identity (i.e. certain role or value) that he or she has chosen

Note that the above status are not stages and should not viewed as a sequential process.

The core idea is that one’s sense of identity is determined largely by the choices and commitments made regarding certain personal and social traits. The work done in this paradigm considers how much one has made certain choices, and how much he or she displays a commitment to those choices. Identity involves the adoption of 1) a sexual orientation, 2) a set of values and ideals and 3) a vocational direction. A well-developed identity gives on a sense of one’s strengths, weaknesses, and individual uniqueness. A person with a less well-developed identity is not able to define his or her personal strengths and weaknesses, and does not have a well articulated sense of self.

To better understand the identity formation process, Marcia conducted interviews with young people. He asked whether the participants in his study (1) had established a commitment to an occupation and ideology and (2) had experienced, or were presently experiencing, a decision making period (adolescent identity crisis). Marcia developed a framework for thinking about identity in terms of four identity statuses.

For more information, see:

• Marcia, J. E., (1966), Development and validation of ego identity status, Journal of Personality and Social Psychology 3, pp. 551-558.

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Originators: Jean Lave and Etienne Wenger in 1991 and further elaborated in 1998.

Key Terms: domain, community, practice, identity, learning

Communities of Practice

The term was first used in 1991 by theorists Jean Lave and Etienne Wenger who discussed the notion of legitimate peripheral participation. In 1998, the theorist Etienne Wenger extended the concept and applied it to other domains, such as organizations. With the flourishing of online communities on the Internet, as well as the increasing need for improved knowledge management, there has been much more interest as of late in communities of practice. People see them as ways of promoting innovation, developing social capital, facilitating and spreading knowledge within a group, spreading existing tacit knowledge, etc.

Communities of Practice can be defined, in part, as a process of social learning that occurs when people who have a common interest in a subject or area collaborate over an extended period of time, sharing ideas and strategies, determine solutions, and build innovations. Wenger gives a simple definition: “Communities of practice are groups of people who share a concern or a passion for something they do and learn how to do it better as they interact regularly.” Note that this allows for, but does not require intentionality. Learning can be, and often is, an incidental outcome that accompanies these social processes.

One needs to distinguish between what is a CoP and what is not. There are three required components of CoPs:

1. There needs to be a domain. A CoP has an identity defined by a shared domain of interest (e.g. radiologists, Star Trek fans, middle school history teachers, Seahawks football fans, etc.); it’s not just a network of people or club of friends. Membership implies a commitment to the domain.
2. There needs to be a community. A necessary component is that members of a specific domain interact and engage in shared activities, help each other, and share information with each other. They build relationships that enable them to learn from each other. In this way, merely sharing the same job does not necessitate a CoP. A static website on hunting in itself is not a community of practice. There needs to be people who interact and learn together in order for a CoP to be formed. Note that members do not necessarily work together daily, however. Wenger points to the example of Impressionist painters who sometimes met in cafes to discuss their painting styles. He indicates that even though these men normally painted alone, these kinds of interactions were essential to making them a CoP.
3. There needs to be a practice: A CoP is not just people who have an interest in something (e.g. sports or agriculture practices). The third requirement for a CoP is that the members are practitioners. They develop a shared repertoire of resources which can include stories, helpful tools, experiences, stories, ways of handling typical problems, etc. This kind of interaction needs to be developed over time. A conversation with a random stranger who happens to be an expert on a subject matter that interests you does not in itself make a CoP. Informal conversations held by people of the same profession (e.g. office assistants or graduate students) help people share and develop a set of cases and stories that can become a shared repertoire for their practice, whether they realize it or not.

Communities develop their practice through a variety of methods, including: problem solving, requests for information, seeking the experiences of others, reusing assets, coordination and synergy, discussing developments, visiting other members, mapping knowledge and identifying gaps.

For Etienne Wenger, learning is central to human identity. A primary focus is learning as social participation – that is, an individual as an active participant in the practices of social communities, and in the construction of his or her identity through these communities. People continuously create their shared identity through engaging in and contributing to the practices of their communities. The motivation to become a more central participant in a community of practice can provide a powerful incentive for learning. Students will have a desire to develop skills (e.g. literacy skills) if the people they admire have the same skills. That is, they want to join the “literacy club” and will work towards becoming a a member.

For more information, see:

• Etienne Wenger’s introduction to Communities of Practice.
• Lave, J., & Wenger, E. (1998). Communities of Practice: Learning, Meaning, and Identity: Cambridge University Press.

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Erik Erikson (1902 -1994), a German-born American psychoanalyst.

Key Terms: Erikson’s stages, psychosocial, development

Erikson’s Stages of Development 

Erik Erikson, a German psychoanalyst heavily influenced by Sigmund Freud, explored three aspects of identity: the ego identity (self), personal identity (the personal idiosyncrasies that distinguish a person from another, social/cultural identity (the collection of social roles a person might play).

Erikson’s psychosocial theory of development considers the impact of external factors, parents and society on personality development from childhood to adulthood. According to Erikson’s theory, every person must pass through a series of eight interrelated stages over the entire life cycle.

1. Infant (Hope) - Basic Trust vs. Mistrust
2. Toddler (Will) - Autonomy vs. Shame
3. Preschooler (Purpose) - Initiative vs. Guilt
4. School-Age Child (Competence) - Industry vs. Inferiority
5. Adolescent (Fidelity) - Identity vs. Identity Diffusion
6. Young Adult (Love) - Intimacy vs. Isolation
7. Middle-aged Adult (Care) - Generativity vs. Self-absorption
8. Older Adult (Wisdom) - Integrity vs. Despair

These eight stages, spanning from birth to death, are split in general age ranges.

1. Infancy: Birth-18 Months Old

Basic Trust vs. Mistrust - Hope

During the first or second year of life, the major emphasis is on the mother and father’s nurturing ability and care for a child, especially in terms of visual contact and touch.  The child will develop optimism, trust, confidence, and security if properly cared for and handled.  If a child does not experience trust, he or she may develop insecurity, worthlessness, and general mistrust to the world.

2. Toddler / Early Childhood Years: 18 Months to 3 Years

Autonomy vs. Shame - Will

The second stage occurs between 18 months and 3 years.  At this point, the child has an opportunity to build self-esteem and autonomy as he or she learns new skills and right from wrong.  The well-cared for child is sure of himself, carrying himself or herself with pride rather than shame.  During this time of the “terrible twos”,  defiance, temper tantrums, and stubbornness can also appear.  Children tend to be vulnerable during this stage, sometimes feeling shame and and low self-esteem during an inability to learn certain skills.

3. Preschooler: 3 to 5 Years

Initiative vs. Guilt - Purpose

During this period we experience a desire to copy the adults around us and take initiative in creating play situations. We make up stories with Barbie’s and Ken’s, toy phones and miniature cars, playing out roles in a trial universe, experimenting with the blueprint for what we believe it means to be an adult. We also begin to use that wonderful word for exploring the world—”WHY?”

While Erikson was influenced by Freud, he downplays biological sexuality in favor of the psychosocial features of conflict between child and parents. Nevertheless, he said that at this stage we usually become involved in the classic “Oedipal struggle” and resolve this struggle through “social role identification.” If we’re frustrated over natural desires and goals, we may easily experience guilt.

The most significant relationship is with the basic family.

4. School Age Child: 6 to 12 Years

Industry vs. Inferiority - Competence

During this stage, often called the Latency, we are capable of learning, creating and accomplishing numerous new skills and knowledge, thus developing a sense of industry. This is also a very social stage of development and if we experience unresolved feelings of inadequacy and inferiority among our peers, we can have serious problems in terms of competence and self-esteem.

As the world expands a bit, our most significant relationship is with the school and neighborhood. Parents are no longer the complete authorities they once were, although they are still important.

5. Adolescent: 12 to 18 Years

Identity vs. Role Confusion - Fidelity

Up until this fifth stage, development depends on what is done to a person.  At this point, development now depends primarily upon what a person does.  An adolescent must struggle to discover and find his or her own identity, while negotiating and struggling with social interactions and “fitting in”, and developing a sense of morality and right from wrong.

Some attempt to delay entrance to adulthood and withdraw from responsibilities (moratorium).  Those unsuccessful with this stage tend to experience role confusion and upheaval.  Adolescents begin to develop a strong affiliation and devotion to ideals, causes, and friends.

6. Young adult: 18 to 35

Intimacy and Solidarity vs. Isolation - Love

At the young adult stage, people tend to seek companions hip and love.  Some also begin to “settle down” and start families, although seems to have been pushed back farther in recent years.

Young adults seek deep intimacy and satisfying relationships, but if unsuccessful, isolation may occur.   Significant relationships at this stage are with marital partners and friends.

7. Middle-aged Adult: 35 to 55 or 65

Generativity vs. Self absorption or Stagnation - Care

Career and work are the most important things at this stage, along with family.  Middle adulthood is also the time when people can take on greater responsibilities and control.

For this stage, working to establish stability and Erikson’s idea of generativity - attempting to produce something that makes a difference to society.  Inactivity and meaninglessness are common fears during this stage.

Major life shifts can occur during this stage.  For example, children leave the household, careers can change, and so on.  Some may struggle with finding purpose.  Significant relationships are those within the family, workplace, local church and other communities.

8. Late Adult: 55 or 65 to Death

Integrity vs. Despair - Wisdom

Erikson believed that much of life is preparing for the middle adulthood stage and the last stage involves much reflection.  As older adults, some can look back with a feeling of integrity — that is, contentment and fulfillment, having led a meaningful life and valuable contribution to society.  Others may have a sense of despair during this stage, reflecting upon their experiences and failures. They may fear death as they struggle to find a purpose to their lives, wondering “What was the point of life?  Was it worth it?”

For more information, see:

• Erikson, E. H. (1968). Identity: Youth and crisis. New York: Norton.

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Originators and important contributors: Merrill -Component Display Theory (CDT), Reigeluth (Elaboration Theory), Gagne, Briggs, Wager, Bruner (moving toward cognitive constructivism), Schank (scripts), Scandura (structural learning)

Keywords: Schema, schemata, information processing, symbol manipulation, information mapping, mental models

Cognitivism

The cognitivist revolution behaviorism in 1960s as the dominant paradigm. Cognitivism focuses on the inner mental activities – opening the “black box” of the human mind is valuable and necessary for understanding how people learn. Mental processes such as thinking, memory, knowing, and problem-solving need to be explored. Knowledge can be seen as schema or symbolic mental constructions. Learning is defined as change in a learner’s schemata.

A response to behaviorism, people are not “programmed animals” that merely respond to environmental stimuli; people are rational beings that require active participation in order to learn, and whose actions are a consequence of thinking. Changes in behavior are observed, but only as an indication of what is occurring in the learner’s head. Cognitivism uses the metaphor of the mind as computer: information comes in, is being processed, and leads to certain outcomes.

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Originator: Michel Callon (1991) and Bruno Latour (1992); John Law; others.

Key Terms: actor, network, generalized symmetry, equal agency

Actor-Network Theory (ANT)

Originally created by French scholars Latour and Callon as an attempt to understand processes of technological innovation and scientific knowledge-creation, Actor-Network Theory (ANT) can be contrasted with “heroic” accounts of scientific advance. For example, rather than saying Newton “founded” the theory of gravitation seemingly as though he were alone in a vacuum, Actor-Network Theory emphasizes and considers all surrounding factors — no one acts alone. Galileo’s past experiences, his colleagues, his connections with the Astronomer Royal, John Flamsteed, his use of Euclidean geometry, Kepler’s astronomy, Galileo’s mechanics, his tools, the details of his lab, cultural factors and restrictions placed upon him in his environment, and various other technical and non-technical elements would all be described and considered in his actor-network.

Actor-Network Theory does not typically attempt to explain why a network exists; it is more interested in the infrastructure of actor-networks, how they are formed, how they can fall apart, etc.

Actor-Network Theory incorporates what is known as a principle of generalized symmetry; that is, what is human and non-human (e.g. artifacts, organization structures) should be integrated into the same conceptual framework and assigned equal amounts of agency. In this way, one gains a detailed description of the concrete mechanisms at work that hold the network together, while allowing an impartial treatment of the actors.

Criticism

There are various criticisms held regarding ANT. These include: (1) the absurdity of assigning agency to nonhuman actors; (2) that ANT is amoral; (3) that because it assumes all actors are equal within the network, no accomodations for power imbalances can be made; and (4) that ANT leads to useless descriptions that seem pointless.

For more information, see:

• Callon, M. (1986). Some Elements of a Sociology of Translation: Domestication of the Scallops and the Fishermen of St Brieuc Bay. In John Law (ed.), Power, Action and Belief: A New Sociology of Knowledge. London: Routledge & Kegan Paul.
• Latour, B. (1987). Science in Action: How to Follow Scientists and Engineers Through Society (Milton Keynes: Open University Press).
• Latour, B. (2005). Reassembling the Social: An Introduction to Actor-Network-Theory (Oxford: Oxford University Press).
• Law, J. (1987). Technology and Heterogeneous Engineering: The Case of Portuguese Expansion. In W.E. Bijker, T.P. Hughes, and T.J. Pinch (eds.), The Social Construction of Technological Systems: New Directions in the Sociology and History of Technology. Cambridge, MA: MIT Press.
• Actor-Network Theory entry on Wikipedia
• Bruno Latour discusses common misunderstandings related to Actor-Network Theory

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Originators: Charles Reigeluth (Indiana University) and his colleagues in the late 1970s.

Key Terms: conceptual elaboration sequence, theoretical elaboration sequence, simplifying conditions sequence

Elaboration Theory (Reigeluth)

The paradigm shift from teacher-centric instruction to learner-centered instruction has caused “new needs for ways to sequence instruction” (Reigeluth, 1999). Charles Reigeluth of Indiana University posited Elaboration Theory, an instructional design model that aims to help select and sequence content in a way that will optimize attainment of learning goals. Proponents feel the use of motivators, analogies, summaries and syntheses leads to effective learning. While the theory does not address primarily affective content, it is intended for medium to complex kinds of cognitive and psychomotor learning.

According to Reigeluth (1999), Elaboration Theory has the following values:

• It values a sequence of instruction that is as holistic as possible, to foster meaning-making and motivation
• It allows learners to make many scope and sequence decisions on their own during the learning process
• It is an approach that facilitates rapid protolyping in the instructional development process
• It integrates viable approaches to scope and sequence into a coherent design theory

There are three major approaches: (1) Conceptual Elaboration Sequence (used when there are many related concepts to be learned), (2) Theoretical Elaboration Sequence (used when there are many related principles to be learned), and (3) Simplifying Conditions Sequence (used when a task of at least moderate complexity is to be learned).

The simplest version of the concept, principle or task should be taught first. Teach broader, more inclusive concepts, principles, or tasks before the narrower, more detailed ones that elaborate upon them. One should use either a topical or a spiral approach to this elaboration. Teach “supporting” content such as principles, procedures, information, higher-order thinking skills, or attitudes together with the concepts to which they are most closely related. Group concepts, principles, or steps and their supporting content into “learning episodes” of a useful size (not too small or large). Finally, allow students to choose which concepts, principles, or versions of the task to elaborate upon or learn first (or next).

Criticisms

Some scholars have offered various criticisms of Elaboration Theory. For example, there is no prescription for providing “authentic” or “situated” learning. Also, the use of three primary structures (i.e. conceptual, procedural, and theoretical) is a design constraint. As conceptual structures are sequenced from the most general category down to the most detailed subcategory, elaboration theory does not accommodate learners’ prior knowledge.

For more information, see:

• Reigeluth, C. (1987). Lesson blueprints based upon the elaboration theory of instruction. In C. Reigeluth (ed.), Instructional Design Theories in Action. Hillsdale, NJ: Erlbaum Associates.
• Reigeluth, C. (1992). Elaborating the elaboration theory. Educational Technology Research & Development, 40(3), 80-86.
• Reigeluth, C.M. (1999). The elaboration theory: Guidance for scope and sequence decisions. In C.M. Reigeluth (Ed.), Instructional-Design Theories and Models: A New Paradigm of Instructional Theory. (Volume II). Hillsdale, NJ: Lawrence Erlbaum Assoc.

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