I overview my chapter on Learning Theories from "Emergence and Innovation in Digital Learning" 2016 by George Veletsianos from AU Press (open access).

1. Critical Review of Online Learning
Theories & Research Methods
Terry Anderson, PhD
Professor Emeritus
Athabasca University

2. THEORIES OF LEARNING FOR
NET BASED LEARNING

3. THEORIES FOR LEARNING WITH
EMERGING TECHNOLOGIES
Theories:
Necessary for scholarship
Extend past learning
Project to Future – research and practice
Kurt Lewin’s (1952) famous quote, “there is
nothing so practical as a good theory” (p. 169).
“the visionary promises and concerns that many current
educators claim as novel actually have a past, one whose
themes signal both continuities and ruptures.” Larreamendy-
Joerns & Leinhardt (2006, p. 568),

4. TRADITIONAL THEORIES OF
EDUCATIONAL TECHNOLOGY
• the presentational view - XMOOCs, Khan
Academy, YOuTubes, Ted Talks, Media theories,
• the performance-tutoring view – Cognitive
Behavioural theories, CAI, Personal Learning,
Feedback, Instructional Systems designs,
• the epistemic-engagement view – Social
Constructivism, peer learning

5. ONLINE SOCIAL
CONSTRUCTIVISM
active engagement by the learners
Net presence, profiles
that multiple perspectives and sustained dialogue lead to
effective learning.
scaffolds provided by both human and nonhuman agents
that assist more able or knowledgeable learners or teachers
to prompt and support learners in acquiring their own
competence (Vygotsky & Luria, 1981).
Authentic context, tasks, and assessment
Problems are ill-structured, open-ended, and are deemed
“messy.”

6. SOCIAL
CONSTRUCTIVISM
CHALLENGES
• Must be Group Based
• Paced and time limited
• Too much teacher-control?
• Little room for the individual learner,
introverts and the socially isolated

7. DISTANCE EDUCATION
THEORIES
Transactional Distance Theory (TDT) (Moore, 1993)

8. DISTANCE EDUCATION
THEORIES
Theory of Instructional Dialogue (IDT) (Caspi & Gorsky, 2006)
Paul Gorsky, Avner Caspi and Samantha Smidt. (2007)
Use of Instructional Dialogue by University Students in a Difficult Distance
Education Physics Course. JOURNAL OF DISTANCE EDUCATION

9. COMMUNITY OF
INQUIRY
Garrison, R., Anderson, T., & Archer, W. (2000). Critical inquiry in text-based
environment. The Internet and Higher Education, 2(2-3), 87-105

10. BUSINESS/ORGANIZATIO
NAL THEORIES
Distance Education is a complex system
Many component parts including but extending far beyond
teaching and learning issues.

11. COMPLEXITY THEORY
Emergence and unanticipated events
All parts of systems effect each other
Deep understanding of context and individua land
institutional reaction/adaptation

12. COMPLEXITY THEORY

13. HEUTAGOGY

14. CONNECTIVISM
“connectivism is the thesis that knowledge is distributed
across a network of connections, and therefore that learning
consists of the ability to construct and traverse those
networks.” Stephen Downes 2007
See special issue of
IRRODL.org

15. CONNECTIVIST
KNOWLEDGE
Is created by linking to appropriate people and
objects
May be created and stored in non human
devices
Is as much about capacity as current
competence
Assumes the ubiquitous Internet
Is emergent
George Siemens (2005)

16. CONNECTIVIST LEARNING
Persistence
Accessibility
Network
Effects
“Connectivying” your course
http://terrya.edublogs.org/2012/12/18/connectivy-your-course/

17. NOT LEARNING IN A BUBBLE

18. DISRUPTIONS OF
CONNECTIVISM
Demands net literacy and
net presence of students
and teachers
Openness is scary
New roles for teachers
and students
Artifact ownership,
persistence and privacy
Too manic for some

19. THE SOCIAL
AGGREGATION MAKES A
DIFFERENCE
Available open
access:

20. THE SOCIAL AGGREGATIONS OF
GENERATION 3 CONNECTIVE
PEDAGOGIES
Individuals
Groups
Networks
Sets
3rd Gen. Connectivist
2nd Gen. Social
Constructivist
1st
Gen
C/B

21. SOCIAL FORMS OF
CONNECTIVISM
Networks and Sets

22. SOCIAL NETWORKS
Facebook, LinkedIn,
Academia,
Twitter
Blogs
Listservs
Private
• ELGG
• NING
• Drupal,
• Word Press

23. SET MODEL OF SOCIAL
AGGREGATION
Aggregation of all people/things sharing a particular interest,
commonality.
Examples: Set of all graduates of X, all psychology
resources, all physics teachers
Often set members curate resources with social involvement
limited to votes, comments, links
Sets MAY develop into networks or groups.

24. MOST COMMON SET TOOL
TAG CLOUD OR TWITTER HASH
TAG

25. Classic Set: Those editing (or
reading) a Wikipedia article

26. CONNECTIVIST
LEARNING SUMMARY
Born on the Net
Focuses on student responsibility for their own learning and
building of their own learning nets and sets
Is emergent and can be disruptive
For advanced learners only??

27. THEORIES TO GUIDE
ONLINE RESEARCH

28. PARADIGM
• “a philosophical and theoretical framework of a scientific
school or discipline within which theories, laws, and
generalizations and the experiments performed in
support of them are formulated” Merriam Webster
Dictionary, 2007)
• “the set of common beliefs and agreements shared
between scientists about how problems should be
understood and addressed” (Kuhn, 1962)
• a world view, a way of ordering and simplifying the
perceptual world's stunning complexity by making
certain fundamental assumptions about the nature of
the universe, of the individual, and of society.

29. RESEARCH PARADIGMS

30. It’s not me!
It’s my theoretical
framework!”

31. Research Paradigm = Ontology +
Epistemology + Methodology

32. ONTOLOGY IS WHAT EXISTS AND IS
A VIEW ON THE NATURE OF
REALITY.
Are you a realist ? You see reality as something 'out there', as a law
of nature just waiting to be found ?
Are you a critical realist? You know things exist 'out there' but as
human beings our own presence as researchers influences what we
are trying to measure.
Or, are you a relativist ? You believe that knowledge is a social
reality, value-laden and it only comes to light through individual
interpretation?
http://www.erm.ecs.soton.ac.uk/theme2/what_is_your_paradigm.html

33. EPISTEMOLOGY IS OUR PERCEIVED
RELATIONSHIP WITH THE KNOWLEDGE WE ARE
UN/DIS/COVERING.
 Are we part of that knowledge or are we external to it?
 different forms of knowledge of that reality, what nature of relationship
exists between the inquirer and the inquired? How do we know?
 Your view will frame your interaction with what you are
researching and will depend on your ontological view.
 Do “you see knowledge governed by the laws of nature or
subjective if you see knowledge as something interpreted by
individuals. ”
http://www.erm.ecs.soton.ac.uk/theme2/what_is_your_paradigm.html

34. METHODOLOGY REFERS TO HOW YOU GO
ABOUT FINDING OUT KNOWLEDGE AND
CARRYING OUT YOUR RESEARCH.
 It is your strategic approach, rather than your techniques and
data analysis (Wainright, 1997). Some examples of such
methods are:
 the scientific method (quantitative method),
 ethnographic approach, case study approach,
(both using qualitative methods),
 ideological framework (e.g. an interpretation
from Marxist, Feminist viewpoint),
 dialectic approach (e.g. compare and contrast
different points of view or constructs, including
your own).

35. RESEARCH PARADIGMS
Positivism - Quantitative ~ discovery
of the laws that govern behavior
Constructivist - Qualitative ~
understandings from an insider perspective
Critical - Postmodern ~ Investigate
and expose the power relationships
Pragmatic - interventions, interactions
and their effect in multiple contexts

36. PARADIGM 1
POSITIVISM - QUANTITATIVE RESEARCH
• Ontology: There is an objective reality
and we can understand it and it through
the laws by which it is governed.
• Epistemology: employs a scientific
discourse derived from the epistemologies
of positivism and realism.
• Method: Experimental, Deduction,

37. • “those who are seeking the strict way of truth
should not trouble themselves about any object
concerning which they cannot have a certainty
equal to arithmetic or geometrical
demonstration”
– (Rene Descartes)
• Inordinate support and faith in randomized
controlled studies

38. TYPICAL POSITIVIST RESEARCH QUESTION:
• What?
• How much?
• Relationship between?
• Causes this effect?
• Best answered with numerical precision
• Often formulated as hypotheses

39. • Reliability: Same results different times,
different researchers
• Validity: results accurately measure and
reliably answer research questions.
• “Without reliability, there is no validity.”
• Can you think of a positivist measurement
that is reliable, but not valid?

40. EXAMPLES POSITIVIST 1 –
COMMUNITY OF INQUIRY- CONTENT ANALYSIS
• Garrison, Anderson, Archer 1997-2003
– http://communitiesofinquiry.com - 9 papers reviewing results
focusing on reliable , quantitative analysis
– Identified ways to measure teaching, social and cognitive
‘presence’
– Most reliable methods are beyond current time constraints of
busy teachers
– Questions of validity
– Serves as basic research as grounding for AI methods and major
survey work.
– Serves as qualitative heuristic for teachers and course designers

41. POSITIVIST 2 – META-ANALYSIS
• Aggregates many effect sizes creating large N’s &
more powerful results.
• Ungerleider and Burns (2003)
• Systematic review of effectiveness and efficiency of
Online education versus Face to face?
• The type of interventions studied were
extraordinary diverse –only criteria was a
comparison group
• “Only 10 of the 25 studies included in the in-
depth review were not seriously flawed, a
sobering statistic given the constraints that went
into selecting them for the review.”

42. ACHIEVEMENT IN ONLINE VERSUS CLASSROOM

43. IS DE BETTER THAN CLASSROOM INSTRUCTION?
PROJECT 1: 2000 – 2004
• Question: How does distance education compare
to classroom instruction? (inclusive dates 1985-
2002)
• Total number of effect sizes: k = 232
• Measures: Achievement, Attitudes and Retention
(opposite of drop-out)
• Divided into Asynchronous and Synchronous DE
43
Bernard, R. M., Abrami, P. C., Lou, Y. Borokhovski, E., Wade, A., Wozney, L.,
Wallet, P.A., Fiset, M., & Huang, B. (2004). How does distance education
compare to classroom instruction? A meta-analysis of the empirical literature.
Review of Educational Research, 74(3), 379-439.

44. DOES KNOWING THAT
DISTANCE EDUCATION
HAS A HIGHER DROP
OUT RATES HELP US
IMPROVE IT?

45. QUANTITATIVE RESEARCH SUMMARY
• Can be useful especially when fine tuning well
established practice
• Provides incremental gains in knowledge, not
revolutionary ones
• The need to “control” context often makes results of
little value to practicing professionals
• In times of rapid change too early quantitative
testing may mask beneficial positive capacity
• Will we ever be able to afford blind reviewed,
random assignment studies?

46. PARADIGM 2
INTERPRETIVIST OR QUALITATIVE PARADIGM
• Many different varieties
• Generally answer the question ‘why’ rather
then ‘what’, ‘when’ or ‘how much’?
• Presents special challenges in distributed
contexts due to distance between participants
and researchers
• Currently most common type of DE research
(Rourke & Szabo, 2002)

47. INTERPRETIVIST PARADIGM
• Ontology: World and knowledge created by
social and contextual understanding.
• Epistemology: How do we come to
understand a unique person’s worldview
• Methodology: Qualitative methods –
narrative, interviews, observations,
ethnography, case study, phenomenology etc.

48. Picasso: Mother with Dead Child II, Postscript
to Guernica

49. A phenomenological viewpoint diagram by Martin Parker

50. TYPICAL QUALITATIVE RESEARCH QUESTION
• Why?
• How does subject understand ?
• What is the “lived experience”?
• What meaning does the artifact or
intervention have?

52. QUALITATIVE EXAMPLE
Results
Mixed views were expressed by front-line professionals,
which seem to reflect their levels of engagement. It was
broadly welcomed by nursing staff as long as it
supplemented rather than substituted their role in traditional
patient care. GPs held mixed views; some gave a cautious
welcome but most saw telehealth as increasing their work
burden and potentially undermining their professional
autonomy.
MacNeill, V., Sanders, C., Fitzpatrick, R., Hendy, J., Barlow, J.,
Knapp, M., ... & Newman, S. P. (2014). Experiences of
front-line health professionals in the delivery of
telehealth: a qualitative study. Br J Gen Pract,
64(624), e401-e407.

53. QUALITATIVE EXAMPLE 2
• Mann, S. (2003) A personal inquiry into an experience of
adult learning on-line. Instructional Science 31
• Conclusions:
– The need to facilitate the presentation of learner and teacher
identities in such a way that takes account of the loss of the normal
channel
– The need to make explicit the development of operating norms and
conventions
– reduced communicative media there is the potential for greater
misunderstanding
– The need to consider ways in which the developing learning
community can be open to the other of uncertainty, ambiguity and
difference

54. INTERPRETIVIST PARADIGM
• Ontology: Reality only exists in the minds and contexts of the
participants.
• Epistemology: Understand and interpret the participants
inside view point.
• Methodology: Ethnography, narrative inquiry, grounded
theory, phenomenology, etc.

55. 3RD PARADIGM
CRITICAL RESEARCH
• Asks who gains in power?
• David Noble’s critique of ‘digital diploma mills’ most prominent
Canadian example
• Are profits generated from user generated content exploitative?
• Confronting the “net changes everything” mantra of many social
software proponents.
• Who is being excluded from social software?
• Are MOOCs really free?
• Does Online education only expose learners to more educational
failure?

56. CRITICAL RESEARCH PARADIGM
• Ontology: Reality exists and has been created by directed
social bias.
• Epistemology: Understand oppressed view by uncovering the
“contradictory conditions of action which are hidden or
distorted by everyday understanding” (Comstock) and work
to help change social conditions
• Methodology: Critical analysis, historic review, participate in
programs of action

57. TYPICAL CRITICAL PARADIGM QUESTIONS
• How can this injustice be rectified?
• Can the exploited be helped to understand the oppression
that undermines them?
• Who benefits from or exploits the current situation?

58. SEE NORM FRIESEN’S
Friesen, N. (2009) Re-thinking e-learning
research: foundations, methods, and practice
Peter Lang Publishers

59. SAMPLE CRITICAL QUESTIONS
• Why does Facebook own all the content that we supply?
• Does the power of the net further marginalize the non-
connected?
• Who benefits from voluntary disclosure?
• Why did the One Laptop Per Child fail?
• Does learning analytics exploit student vulnerabilities and
right to privacy?

60. DO POSITIVIST, INTERPRETIVE OR CRITICAL
RESEARCH MEET THE REAL NEEDS OF
PRACTICING EDUCATORS?

61. BUT WHAT TYPE OF RESEARCH HAS MOST EFFECT ON PRACTICE?
– Kennedy (1999) - teachers rate relevance and
value of results from each of major
paradigms.
– No consistent results – teachers are not a
homogeneous group of consumers but they
do find research of value
– “The studies that teachers found to be most
persuasive, most relevant, and most
influential to their thinking were all studies
that addressed the relationship between
teaching and learning.”

62. PARADIGM #4
PRAGMATISM
• “To a pragmatist, the mandate of science
is not to find truth or reality, the
existence of which are perpetually in
dispute, but to facilitate human problem-
solving” (Powell, 2001, p. 884).

63. PRAGMATIC PARADIGM
• Developed from frustration of the lack of impact of
educational research in educational systems.
• Key features:
– An intervention
– Empirical research in a natural context
– Partnership between researchers and
practitioners
– Development of theory and ‘design principles”

64. PRAGMATIC PARADIGM
• Ontology: Reality is the practical effects of
ideas.
• Epistemology: Any way of thinking/doing that
leads to pragmatic solutions is useful.
• Methodology: Mixed Methods, design-based
research, action research

65. TYPICAL PRAGMATIC
RESEARCH QUESTION
• What can be done to increase literacy of adult learners?
• Can collaborative Learning online, increase student
satisfaction and completion rates?
• Will blog activities increase student satisfaction and learning
outcomes in my course?
• What incentives are effective for encouraging teachers to use
social media in their teaching?

66. 4TH PRAGMATIC PARADIGM
DESIGN BASED RESEARCH METHOD
• Related to engineering and architectural research
• Focuses on the design, construction, implementation and
adoption of a learning initiative in an authentic context
• Related to ‘Development Research’
• Closest educators have to a “home grown” research
methodology

67. DESIGN-BASED RESEARCH STUDIES
– iterative,
– process focused,
– interventionist,
– collaborative,
– multileveled,
– utility oriented,
– theory driven and generative
• (Shavelson et al, 2003)

68. CRITICAL CHARACTERISTICS OF
DESIGN EXPERIMENTS
• According to Reeves (2000:8), Ann Brown (1992) and Alan
Collins (1992):
– addressing complex problems in real contexts in
collaboration with practitioners,
– integrating known and hypothetical design
principles with technological affordances to
render plausible solutions to these complex
problems, and
– conducting rigorous and reflective inquiry to test
and refine innovative learning environments as
well as to define new design-principles.

69. • “design-based research enables the
creation and study of learning conditions
that are presumed productive but are not
well understood in practice, and the
generation of findings often overlooked
or obscured when focusing exclusively on
the summative effects of an
intervention” Wang & Hannafin, 2003

70. • Iterative because
• ‘Innovation is not restricted to the prior design of an
artifact, but continues as artifacts are implemented
and used”
• Implementations are “inevitably unfinished” (Stewart
and Williams (2005)
• intertwined goals of (1) designing learning
environments and (2) developing theories of learning
(DBRC, 2003)

72. Paradigm Ontology Epistemology Question Method
Positivism Hidden rules
govern teaching
and learning
process
Focus on reliable
and valid tools
to undercover
rules
What works? Quantitative
Interpretive/con
structivist
Reality is
created by
individuals in
groups
Discover the
underlying
meaning of
events and
activities
Why do you act
this way?
Qualitative
Critical Society is rife
with inequalities
and injustice
Helping uncover
injustice and
empowering
citizens
How can I
change this
situation?
Ideological
review,
Civil actions
Pragmatic Truth is what is
useful
The best method
is one that
solves problems
Will this
intervention
improve
learning?
Mixed Methods,
Design-Based
SUMMARY

73. SUMMARY
• Both traditional and new pedagogical theories offer
opportunity to guide research
• Four educational research paradigms –each offers advantage
and challenges
• Choice for research based on
– Personal views
– Research questions
– Access, support and resources
– Supervisor(s) attitudes!
• There is no single, “best way” to do research
• Arguing paradigm perspectives is not productive