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How am I learning to scaffold a
synchronous online professional
development course?
Elspeth Hennessy
Dublin City University 2011
Supervisor: Dr. Margaret Farren
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Table of Contents
1. Chapter 1 – Introduction ............................................................................................ 10 1.1 Introduction ......................................................................................................................... 10
1.2 My Context .......................................................................................................................... 10
1.3 My Learning in DCU ......................................................................................................... 10
1.4 Background to my Research -‐ Professional Development E-‐Learning in the
Irish Tax Institute ........................................................................................................................ 11
1.5 Recognising my Values ...................................................................................................... 14
1.6 My Research Question ...................................................................................................... 14
1.7 Structure of this Dissertation ........................................................................................... 15
2 Chapter 2 – Literature Review ................................................................................... 16 2.1 Introduction ......................................................................................................................... 16
2.2 E-‐learning Continuing Professional Development ................................................ 16
2.3 Synchronous e-‐Learning – Web Conferencing ........................................................ 18
2.4 The Importance of Learner Training and Support ............................................... 20
2.5 Scaffolding ........................................................................................................................... 21
2.6 Designing a Web-based Tutorial ..................................................................................... 26 2.7 Conclusion ............................................................................................................................ 31
3 Chapter 3 - Methodology ............................................................................................. 33 3.1 Introduction ......................................................................................................................... 33
3.2 Evolution of Research ........................................................................................................ 33
3.3 Action Research .................................................................................................................. 36
3.4 Data Collection and Data Analysis .............................................................................. 38
3.5 Validity and Rigour ........................................................................................................... 40
3.6 Ethical Considerations ...................................................................................................... 40
3.7 Limitations of the Study .................................................................................................... 41
3.8 Conclusion ............................................................................................................................ 42
4 Chapter 4 - Implementation ........................................................................................ 43 4.1 Introduction ......................................................................................................................... 43
4.2 Background .......................................................................................................................... 43
4.3 Cycle One ............................................................................................................................. 46
4.3.1 Plan ................................................................................................................................................... 46 4.3.2 Act ..................................................................................................................................................... 49 4.3.3 Observe ........................................................................................................................................... 55 4.3.4 Reflect ............................................................................................................................................. 59
4.4 Cycle Two ............................................................................................................................. 60
4.4.1 Plan ................................................................................................................................................... 60
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4.4.2 Act ..................................................................................................................................................... 60 4.4.3 Observe ........................................................................................................................................... 62 4.4.4 Reflect ............................................................................................................................................. 72
4.5 Reflection on my Research ............................................................................................... 73
4.6 Rigour and Validity ........................................................................................................... 74
4.7 Conclusion ............................................................................................................................ 76
5 Chapter 4 – Conclusion ................................................................................................ 77 5.1 Introduction ......................................................................................................................... 77
5.2 My Claim to Knowledge ................................................................................................... 77
5.3 Impact on my Personal Development ....................................................................... 78
5.4 Impact on my Professional Development ................................................................ 78
5.5 Potential Significance for my Organisation ............................................................. 79
5.6 Suggestions for Future Research .................................................................................... 80
References .............................................................................................................................. 81
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Appendices Appendix A About the Irish Tax Institute
Appendix B Extract from MNA Survey 2011
Appendix C Extract from MNA Survey 2010
Appendix D Questionnaire
Appendix E Plain Language Statement
Appendix F Informed Consent Form
Appendix G Finance Bill 2011 Seminar
Appendix H Revenue Audits and Revenue Powers Seminar 2010
Appendix I Reflective Journals
Appendix J Live Online Seminar Evaluation
Appendix K Live Online Seminar Email Feedback
Appendix L List of Captivate Slides and Web-based Tutorial Interactions
Appendix M Questionnaire Results
Appendix N Correspondence with Critical Friend
Audio and Video (AV) Appendices AV Appendix A Web-Based Tutorial (first version)
AV Appendix B Pilot Group Suggested Improvements – Evelyn
AV Appendix C Pilot Group Suggested Improvements – Judy
AV Appendix D Pilot Group Suggested Improvements – Úna
AV Appendix E Pilot Group Suggested Improvements – Carol
AV Appendix F Pilot Group Suggested Improvements – Angela
AV Appendix G Pilot Group Suggested Improvements – Maeve
AV Appendix H Silverback Screen Recording Usability Test - Evelyn
AV Appendix I Silverback Screen Recording Usability Test - Judy
AV Appendix J Silverback Screen Recording Usability Test - Úna
AV Appendix K Silverback Screen Recording Usability Test - Carol
AV Appendix L Silverback Screen Recording Usability Test - Angela
AV Appendix M Silverback Screen Recording Usability Test – Maeve
AV Appendix N Web-Based Tutorial (second version)
AV Appendix O Video of Validation Meeting with Colleagues (27.06.2011)
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Figures and Tables Figures Figure 3.1 The effect of ontology and epistemology on research
Figure 3.2 Action Plan (McNiff 2010, p69)
Figure 4.1 Screenshot of slide 18 – The Chat Facility
Figure 4.2 Screen Capture Usability Test – Úna
Figure 4.3 Updated Web-Based Tutorial
Figure 4.4 Questionnaire Findings
Figure 4.5 Validation Meeting with Colleagues
Tables Table 2.1 Evolution of the Notion of Scaffolding
Table 2.2 Usability Factors for Web-based Tutorials
Table 4.1 I am a novice computer user
Table 4.2 I am an expert computer user
Table 4.3 I have previously participated in a live online seminar
Table 4.4 The audio quality of the web-based tutorial was good
Table 4.5 The screen recording video quality of the web-based tutorial
was good
Table 4.6 The speed of the audio was at an appropriate level of
instruction
Table 4.7 The speed of the screen recording video was at an appropriate
level of instruction
Table 4.8 The audio and screen recording video of the web-based tutorial
were well synchronised
Table 4.9 The use of text captions was good
Table 4.10 The audio and text captions of the web-based tutorial were well
synchronised
Table 4.11 The colour schemes used in the web-based tutorial were
consistent
Table 4.12 The screen size of the web-based tutorial was ideal for viewing
Table 4.13 Menu control of the web-based tutorial was convenient
Table 4.14 The table of contents was convenient
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Table 4.15 The content was easy to understand
Table 4.16 The use of interactive simulations was beneficial, Once the
interactions were completed the next sections displayed quickly
Table 4.17 The objectives of the web-based tutorial were clear
Table 4.18 The web-based tutorial was effective in helping me to
understand how to participate in a live online seminar
Table 4.19 The web-based tutorial was an efficient way to learn how to
participate in a live online seminar
Table 4.20 Watching the web-based tutorial would reduce the need to
contact the live online seminar provider with technical questions
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DECLARATION PAGE
Signed Declaration
I hereby certify that this material, which I now submit for assessment on the
programme of study leading to the award MSc in Education and Training
Management (eLearning) is entirely my own work and has not been taken from
the work of others save and to the extent that such work has been cited and
acknowledged within the text of my own work.
Signed & dated:
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Acknowledgements
I would like to thank my colleagues in the Irish Tax Institute for all of their support and
assistance, as I carried out my research. I would especially like to thank the research
participants, in particular Úna, Angela, Evelyn and Joanne.
I am also very grateful to my critical friend Maeve for all of her advice and the valuable
feedback she provided.
I offer my sincerest gratitude to my dissertation supervisor Dr Margaret Farren for her
invaluable help and advice.
I would also like to show my gratitude to my classmates, in particular to Anne.
Finally, I would like to thank my friends, family and Nick for their support and
patience.
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Abstract This dissertation details how I am learning to scaffold a synchronous online
professional development course. Online professional development courses are
becoming increasingly popular for professionals with cost, travel and time constraints.
Synchronous e-learning, via web-conferencing, has emerged as a viable alternative to
traditional face-to-face education, as it allows for just-in-time feedback and
communication in real time. My employer, the Irish Tax Institute, currently offers its
members the option to participate in synchronous online professional development
courses, streamed using web conferencing software. Through my research of the key
conceptual theme of scaffolding, I apply the knowledge I have learned to the creation of
a web-based tutorial, designed to support inexperienced learners, and those with poor
information technology (IT) skills, participating in synchronous online professional
development courses.
The research was carried out using an action research approach. The web-based tutorial
was created, refined and evaluated over two action cycles. When creating the web-based
tutorial, I was guided by the literature surrounding the design and usability of web-
based tutorials. I also applied my knowledge of scaffolding, which I had learned,
through researching relevant literature over the course of the study. The study
participants evaluated the web-based tutorial, using a questionnaire, and the results
indicated that the web-based tutorial was clear, easy to understand, and usable. The
findings also suggested that participants found it to be an effective and efficient learning
tool.
My research was initially guided by my value of empathy and my desire to educate.
Through the implementation of the research, the importance of scaffolding learners
emerges. My own learning is evident in the creation and evaluation of the web-based
tutorial and I can thus claim that I am learning to scaffold a synchronous professional
development course.
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1. Chapter 1 – Introduction
1.1 Introduction This is a practitioner-based action research study into how I can improve my
professional practice. It is an account of how I answered my research question ‘How am
I learning to scaffold a synchronous online professional development course’. In this
chapter I introduce my professional and educational context. To provide some
background on my research question I discuss the introduction of synchronous online
professional development courses by the Irish Tax Institute. I establish how my
educational values influenced my choice of research question and how, through the
research process, I intend to use these values as guiding principles. The final section of
this chapter outlines the overall structure of the dissertation.
1.2 My Context I am currently working as a professional development co-ordinator with the Irish Tax
Institute and my responsibilities include the administration and co-ordination of
continuing professional development (CPD) courses for tax professionals. When I
commenced working with the Institute, they had begun to look into ways of facilitating
e-learning for their students and members. Over the past two years my role has
expanded, in that I now have primary responsibility for the facilitation, production and
release of e-learning professional development courses. Prior to being employed by the
Institute, I had worked in the information technology (IT) industry as a computer
support analyst. The experience I gained in that role has been invaluable to me in
researching and negotiating e-learning technologies.
1.3 My Learning in DCU I have always had an interest in education and this is what originally prompted my
move from my role in IT to professional development. This also led me to consider
applying for a Masters in Education. When I initially expressed an interest in applying
for the DCU Masters (MSc) in Education and Training Management (e-learning) I was
very fortunate as my employers felt that my completing the course would benefit the
Institute as they expanded their e-learning services. Completing the MSc in Education
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and Training Management (e-learning) has been a very beneficial experience for me.
While I was learning by doing in my e-learning role in work, the Masters opened my
eyes to a whole new world of collaborative e-learning possibilities. There were a
number of areas that were of special interest and importance to me, both in my role as a
practitioner and to me personally, and which I have drawn upon in completing this
dissertation. Learning about new technologies enhanced my e-learning authoring skills,
while learning about usability and accessibility helped me to understand how to
competently design web-based artefacts with the end-users and learners in mind. I also
found the holistic approach to introducing e-learning into an organisation, as advocated
by Rosenberg (2006), very enlightening. Learning about the philosophy and theory of
education was immensely valuable to me. Personally it was an area that I was always
keen to discover more about. As a practitioner it has been invaluable to appreciate how
learning theory is implemented in e-learning environments. I believe that the use of
reflective journaling has also benefited my practice. It has given me the opportunity to
critically reflect on my actions, and to think about my actions and my learning from
new perspectives.
The Masters course also introduced me to practitioner centred action research, living
educational theory, as advocated by Whitehead (1989), my chosen methodological
approach. Action research prompts the researcher to ask how ‘they can improve what
they are doing’ and offers a practical means by which researchers can improve their
practice and their workplace (Ibid). Action researchers theorise their practice and use
their educational values as living standards of judgement against which to judge their
research claims (McNiff 2010).
1.4 Background to my Research - Professional Development E-
Learning in the Irish Tax Institute The Irish Tax Institute is the leading professional body for taxation affairs in Ireland. Its
4,500 membership comprises Associate of the Irish Tax Institute (AITI) Registered Tax
Consultants, barristers, solicitors and accountants (Irish Tax Institute 2011) (Appendix
A). One of the primary roles of the Institute is that of education. Through its AITI &
Technician Member of the Irish Tax Institute (TMITI) qualifications the Institute has
been educating tax professionals for over thirty years. On qualifying as an AITI
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Registered Tax consultant or as a Tax Technician, professionals are required to maintain
their professional competence through completion of CPD. Completing a minimum
amount of CPD became formalised for Institute members in 2010. My department
arranges and co-ordinates structured professional development classroom and e-learning
courses that can be availed of by our members and other tax professionals.
The Institute introduced professional development e-learning courses for a number of
reasons. Offering online professional development courses provides members with a
cost-effective and convenient way of completing their CPD requirements. This is
especially important for members in the current economic times. A member needs
analysis (MNA) survey (Appendix B), created and sent via Survey Monkey
(http://www.surveymonkey.com/) in March 2011 assessed members’ needs regarding
the professional services offered by the Institute. Current economic conditions have led
to many companies cutting down the amount of funding available for training and
professional development courses for their staff and of the 535 respondents, 44.1 per
cent cited financial constraints as a barrier to attending classroom professional
development courses. 23 per cent of respondents cited time out of the office as a barrier
to attending classroom courses and 15 per cent specified that a lack of courses in their
geographical location impacted on their attendance. Online courses are a suitable
alternative for those with financial, travel and time constraints as they are less expensive
than classroom courses and can be accessed from members’ homes or offices. An MNA
survey, carried out in January 2010 (Appendix C), also created and sent via Survey
Monkey, found that convenience was the primary reason that 77.1 per cent of
respondents favoured online professional development courses, and cost effectiveness
was cited as the second primary factor. My review of the literature in Chapter two, will
also show that cost, travel and time constraints are major factors influencing the uptake
and provision of e-learning in professional development case studies.
Online courses are becoming an increasingly popular alternative for those carrying out
CPD. Along with the Irish Tax Institute, professional bodies such as Chartered
Accountants Ireland (2011) and Certified Public Accountants (CPA) (2011), and
professional development training providers such as Omnipro (2011), are making more
and more online courses available to accommodate their membership and customer
base. The Irish Tax Institute is a forward looking representative body and is committed
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to keeping up-to-date with new trends and technologies to provide efficient and cost-
effective services for its membership. Besides the convenience and cost-effectiveness of
e-learning professional development, case studies have shown that online courses can
be an effective means to learn and maintain competency. I will elaborate on this in
Chapter two.
The Institute initially introduced asynchronous e-learning courses that could be
accessed anytime and anywhere by CPD learners. Over one year ago the Institute
launched live online seminars, synchronous professional development courses, as an
alternative to attending classroom courses. While online attendees, or participants, have
to ‘attend’ at a particular time, they have the benefit of being able to submit questions
live to the presenter and clarify any issues they are having trouble understanding. Live
online seminars take place in real time and are broadcast from classroom events using
the web conferencing software, Cisco WebEx. ‘WebEx combines desktop sharing
through a web browser with phone conferencing and video, so everyone sees the same
thing while you talk’ (Cisco WebEx 2011).
The MNA survey 2011 indicated that for the most part respondents who had
participated in an online course were happy with their experience. However, a small
percentage indicated that their experience was poor (Appendix B). As I will explain
further in Chapter four, feedback from synchronous course participants indicates that
some experience difficulties joining live online seminars and getting their audio
connected. Others are unaware of how to navigate WebEx and how to use the
interactive features. My concern is that those members who are participating in live
online courses for financial or geographical reasons have little experience using web
conferencing technologies, and that this is negatively impacting upon their online
learning experience. It is the responsibility of the professional development staff to
ensure that this does not happen. While expert lecturers and practitioners deliver the live
online seminar content, the professional development staff co-ordinate and facilitate live
online courses. We are the point of contact for online learners with any queries,
questions, or technical problems.
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1.5 Recognising my Values From its inception, my choice of research question was influenced by my educational
values. However, ironically, it took some time for me to recognise my values myself.
Whitehead (1989) advised that sometimes examining what you are not doing in your
role as a practitioner can help to identify your educational values. I have always aspired
to be an educator and on reflection I realised that my role as a professional development
co-ordinator made me question my right to ascribe to any educational values, as I do not
directly educate others. By reflecting on my practice and on my background, and to a
great extent, discussing and exploring these reflections in validation meetings, my
values emerged.
My interest in education and desire to teach, which I had not practiced to any great
extent, was the starting point. Through my limited experience training co-workers,
providing technical support and giving mathematics grinds, I believed that to educate
others you must first identify and empathise with their problems. You can then put
yourself in their shoes and explore ways in which to assist them. While studying for the
MSc in Education and Training Management (eLearning), I had experienced times
when I was unable to understand what I was being taught. These experiences were
upsetting and frustrating, but my lecturers and classmates assisted me. They scaffolded
my learning, helping me to understand and achieve what I could not do on my own.
Reflecting on this, I recognised that my values inspired me to do the best I could to
assist and support online learners having difficulties participating in online professional
development courses. The first step was to truly empathise with learners by attempting
to understand their needs and the problems they were experiencing. I could then look at
ways to assist them and provide them with the appropriate supports so that they could
overcome their difficulties. In this study, I research the theory of scaffolding along with
the other major conceptual themes to discover how I can learn to scaffold learners
participating in synchronous online professional development courses (live online
seminars).
1.6 My Research Question My research question stemmed from the concern that I was not doing all I could to
assist and support online learners. It asks ‘How am I learning to scaffold a synchronous
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online professional development course’. For the purposes of this study I investigate
how to apply the knowledge I have learned through my research, to the design and
creation of a web-based tutorial. The objective of the web-based tutorial is to teach
inexperienced learners the steps involved in joining and participating in a live online
seminar. It aims to enable them to master the procedural tasks involved so that they are
free to concentrate on the seminar content and their professional development. Through
carrying out my research I intend to convey how I have used my values as guiding
principles and how they can be used as living standards against which my practice can
be judged.
1.7 Structure of this Dissertation In this chapter I have related the development of my research question through an
examination of my context, the background of the study and through recognition of my
educational values. Chapter Two establishes the conceptual framework of the
dissertation by examining the relevant themes in the literature, e-learning CPD,
synchronous e-learning, scaffolding theory and web-based tutorial design. Chapter
Three introduces the methodological framework of my research and discusses my
chosen methodology, practitioner-based action research as advocated by Whitehead
(1989). Chapter Four details the implementation and evaluation of my research question
and in Chapter Five I discuss the significance of my research and I identify suggestions
for further research.
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2 Chapter 2 – Literature Review
2.1 Introduction In this literature review, I will outline the conceptual framework that underpins my
research by examining and analysing existing literature on the themes relevant to my
research question. My research question asks ‘How am I learning to scaffold a
synchronous online professional development course?’. The question is asked in the
context of a professional body providing synchronous e-learning as a means by which
professionals can undertake their continuing professional development (CPD). I
examine the increased use of e-learning to provide CPD for professionals and explore
the expansion of synchronous e-learning. By examining case studies I identify areas in
which some learners may not be well supported in e-learning environments. In response
to this concern, I examine the scaffolding notion and its evolution since being applied to
learning environments that integrate both traditional face-to-face and e-learning
approaches, commonly known as blended learning environments (MacDonald 2008). I
look at ways in which scaffolding has been applied to blended learning environments
and review the suggested best practice guidelines to follow when designing a software
scaffold. The final section of this review examines the specific design factors to
consider when creating a web-based tutorial.
2.2 E-learning Continuing Professional Development CPD is the means by which professionals develop and maintain the level of competence
necessary to provide high quality services to clients, employers and other stakeholders
(Chartered Accountants Ireland 2011). Meegan (2009) provides detailed analysis of the
definition of the professions, and the importance of their maintaining professional
competence by continuously engaging in professional development by means of
completing both structured and unstructured CPD.
To facilitate professionals engaging in CPD, CPD courses on relevant topics are
generally run by professional bodies and third party providers. However engaging in
CPD and completing CPD requirements is self-directed in that professionals ‘have the
primary responsibility for planning, carrying out and evaluating their own learning
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experiences’ (Merriam and Caffarella 1991 p.41). Whilst structured CPD was
traditionally based in classroom settings, modern technology has resulted in CPD
materials now being available in a multitude of formats (Little 2009), and many training
providers are now offering an e-learning alternative to complete structured CPD
(Chartered Accountants Ireland 2011; CPDWise.com 2011; Irish Tax Institute 2011).
Web-based professional development provides opportunities for traditional professional
development that would otherwise be prevented by geographical and professional
isolation, time, and financial resources (Putt, Henderson and Patching 1996 as cited by
Yang and Liu 2004, p.734; Sutton et al 2005).
The Effectiveness of E-Learning for CPD
A number of case studies examining the provision of CPD through e-learning in the
professions have shown e-learning to be an effective means for professionals to
complete their CPD requirements. Gill’s (2007) study, involving health professionals
partaking in an e-learning CPD module, concluded that participants found this approach
to CPD beneficial. Participants also showed improvements in all categories studied
during the module. Furthermore, Wall and Amhed’s (2007) study proposed a
framework for the creation of a blended learning programme for construction
professionals, and their findings determined that it is possible to create an effective
programme by integrating a number of information communication technologies (ICT).
Donavant (2009) determined that the learning success of police officers that completed
professional development courses online reported the same level of learning success as
did those who partook in traditional instruction.
In addition to learning achievement, it can be argued that the success of e-learning for
CPD can also be attributed to the many benefits that e-learning offers. Whilst
admittedly the majority of participants in Donavant’s (2009) study claimed to prefer
traditional instruction as opposed to e-learning, they did advocate the ‘general
convenience’ of e-learning. Scheduling flexibility, accessibility from remote locations
and the opportunity for the learner to work at his or her own pace, were the most
positive aspects of learning online. Similarly in a study of e-learning carried out with
health professionals, Sutton et al. (2005) observed that e-learning can make CPD more
accessible in that it can negate geographical and also budgetary concerns.
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These attributes echo some of the benefits proposed by number e-learning researchers.
(Frederickson, Reed and Clifford as cited by McGregor and Turner 2009 p.156; Twigg
1999 as cited by McGregor and Turner 2009, p.156; Rosenberg 2006; Bouhnik and
Marcus 2006 as cited by Liaw 2008, p.864; Capper 2001 as cited by Liaw 2008, p.864).
It can be argued that attributes such as anytime, anyplace and cost effectiveness are
especially relevant to current professionals with time consuming work commitments
and an economy that is struggling. Many providers, such as Chartered Accountants
Ireland have introduced online CPD because of these attributes (Meegan 2009).
2.3 Synchronous e-Learning – Web Conferencing Synchronous communication tools are used in same time/different place situations
when participants are located in (at least two) different places, and communicate
via computers using chat rooms or desktop video and Web conferences in real time
(Kosaris 2010, p. 894).
The provision of e-learning CPD has progressed over the past two years with a number
of professional bodies in Ireland beginning to offer their members synchronous CPD e-
learning solutions, in addition to asynchronous e-learning options, which could be
accessed at any time but did not allow for participant interaction (Chartered
Accountants Ireland 2011; Irish Tax Institute 2011). The Irish Tax Institute now offers
attendees the option of participating in a live online broadcast of a classroom event
(using web conferencing software) during which participants can submit questions live
to the course presenter (Ibid.)
The Learning Opportunities Offered by Web-Conferencing
There has recently been an international move towards the exploration and utilisation of
synchronous online learning tools and technologies in universities and educational
facilities (Falloon 2011, p.187). This is with a view to increase and enhance student
engagement, participation and interaction, and to combat feelings of isolation that may
beset students studying at a distance (Ibid.). The use of synchronous tools is a relatively
recent development in the field of e-learning. Its increasing popularity over the past few
years can be attributed to technological advancements that have lowered the cost of
personal computers and necessary software, and which have enabled a quicker and more
geographically widespread broadband network (Dammers 2009 as cited by Falloon
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2011; Falloon 2011; Pratt 2008; Yang and Liu 2007). For many institutions
synchronous online learning is now a viable and cost-effective alternative to face-to-
face tutorials, which can accommodate students who are geographically dispersed.
It is evident in the literature that synchronous e-learning has some advantages over
asynchronous e-learning. Hrastinski (2008) claimed that the anytime, anywhere features
of asynchronous e-learning accounted for their initial dominance of e-learning
environments. However there are a number of areas, identified by researchers and
summarised by Yang and Liu (2007), in which asynchronous learning environments
limit the learning process for students. Three of the issues identified included:
1. ‘No human teacher expression and explanation’
2. ‘No synchronisation and match between course materials and their
explanations’
3. ‘Lack of contextual understanding, just-in-time feedback and interactions’
(Yang and Liu 2007, p.172)
There is evidence in the literature to suggest that synchronous web conferencing can
address these issues. Current audio-visual web conferencing features allow the student
to see and hear the instructor’s ‘expression and explanation’. Students do not miss out
on visual cues and gestures and as course materials can be shared as a presentation is
given. There is ‘synchronicity’ between the course work displayed by the application-
sharing feature and the instructor’s explanation. Web conferencing supports live two-
way communication and encourages live participation and interaction with both the
teacher and fellow students. Both teachers and students can benefit from just-in-time
feedback and communication (Falloon 2011; Carbonaro et al 2008; Schullo et al 2007;
Pan and Sullivan 2005). Audio and chat area tools can be used to prompt the teacher or
presenter to clarify their statements (Carbonaro et al 2008), while live communication
also gives the teacher the opportunity to monitor student’s progress and can assist in
formative feedback (Coffey 2009; Schullo et al 2007).
Synchronous web conferencing software includes a range of interactive and multimedia
features; audio, video, application sharing, whiteboard, polling, voting, emoticons, chat,
Q&A and applause that enable presenters and participants to communicate and express
20
themselves. Thatcher (2006, p.1085) defined ‘rich communication media’ to ‘have the
ability to clarify ambiguity, provide feedback and allow for multiple cues and language
variety’. Given this definition, it could be argued that synchronous learning tools such
as web conferencing, which incorporates a variety of communicative and interactive
features, can provide a richer communication environment for students.
The literature supports the assertion that learning opportunities can be enhanced through
the communicative, interactive and collaborative attributes of web conferencing. Taking
from Vygotsky’s (1962) socio-cultural constructivist theory of learning, Chen, Chen
and Tsai (2009 p.1156) stated that ‘dialogic interactions between students and tutors are
crucial for supporting negotiation of meaning that leads to knowledge construction.’
According to McBrien, Jones and Cheng (2009 p.30 as cited by Falloon 2011), as
synchronous communication supports two-way communication it can increase dialogue
more than a system that only supports one-way communication. Pratt (2008, p.1477)
suggests that web conferencing gives students the opportunity to develop their practice
through structured discussions with one another, reflection, and ‘situated learning’
within a ‘community of practice’. He goes on to claim that when given the opportunity
to interact and reflect students can ‘bring a range of contextual experiences to bear’
(Pratt 2008, p.1479).
Collins (1996 as cited by Falloon 2011) also espoused the use of synchronous
communication by claiming that student contribution can be enhanced by synchronous
systems. It may seem to be at odds with the importance of audiovisual synchronous
tools, but Falloon’s (2011) study also suggests that the anonymous nature of
synchronous chat facilities can encourage contributions from some who may not feel
comfortable contributing in a face-to-face environment. Thatcher (2006, p.1086)
concurs, and states that ‘increased anonymity in the online environment allows for more
equal participation’ as communication is not influenced by ‘non-task-related cues’.
2.4 The Importance of Learner Training and Support As I will outline in this section, the literature suggests that in some cases learners’
inexperience and lack of technical knowledge can hinder their attempts to fully
participate in e-learning courses and can negatively effect their learning experience.
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Tyler-Smith (2006) identified five multi-dimensional learning tasks that first time e-
learners must complete when engaging in e-learning, one of which is to be able to
negotiate the technology being used. Early ventures into computer conferencing by the
UK Open University, reported that technical problems logging in to CoSy hampered
early implementations (Mason 2000, p.65). Similarly, Docherty and Sandu (2006)
reported that professionals working in primary care cited technical problems and
inadequate support to be one of the main inhibitors of their online learning experience.
Hayashi et al (2004 as cited by Pillay, Irving and Tones 2007) pointed out that negative
online ‘learning experiences or unmet expectations may discourage future online
learning’.
Pillay, Irving and Tones 2007 found that learner’s technical skills can be overlooked
when introducing them to an e-learning environment. However, a study conducted by
Docherty and Sandu (2006), supports the view that online learners often require training
in the online learning environment. Their study found that being unfamiliar with, and
unable to operate the e-learning technologies being used, can result in the learner
feeling isolated and dissatisfied with their learning experience. It is important to
consider the students as individuals, with different levels of experience and
expectations; some may need more training and support than others (Ibid). Monoi et al
(2005 as cited by Pillay, Irving and Tones 2007, p.233) gives further support for
providing training for online learners. He stated that online skills training might
improve learners’ computer self-efficacy by building learner confidence and giving
them the skills necessary to negotiate online learning environments (Ibid).
2.5 Scaffolding Recent years have seen the introduction of scaffolding processes and tools into e-
learning environments to provide learners with ‘support, guidance, and assistance’ in
order to help them complete tasks independently and improve their abilities (Tsai 2011,
p.147). As will become apparent, the notion of the scaffolding metaphor has broadened
considerably since Wood, Bruner and Ross first introduced it in 1976 (Puntambaker and
Hubshcer 2005; Sherin 2004; Stone 1998a; Stone 1998b). In this section I will outline
the evolution of the scaffolding metaphor from its origins to its current representations
and application in e-learning and blended learning environments.
22
The Origins of the Notion of Scaffolding
Wood, Bruner and Ross coined the term ‘scaffolding’ in their 1976 paper The role of
tutoring in problem solving (1976). They (1976, p.90) defined scaffolding as assistance
provided by an adult or expert ‘that enables a child or novice to solve a problem, carry
out a task or achieve a goal which would be beyond his unassisted efforts’. ‘The adult
controls elements of the task that are beyond the child’s capabilities so that the child can
concentrate on those that are within their range of competence’ (Ibid.). There is the
assumption that after completing the task the child genuinely understands the task and
what was learned (Stone 1998a, p.345). Wood, Bruner and Ross (1976) suggested that
scaffolding was based on two theoretical models, namely the theory of the task and the
theory of the tutee and outlined six functions of the scaffolding process:
1. Recruitment – garner the child’s interest.
2. Reduction in the degrees of freedom – simplify the task.
3. Direction maintenance – motivate the child.
4. Marking critical features – marking the relevant features of the task.
5. Frustration control.
6. Demonstration.
Although not explicitly linked in their original work, Wood, Bruner and Ross were
inarguably influenced by Vygotsky’s work on the Zone of Proximal Development
(ZPD) (Stone 1998a). Vygotsky (1978) determined that a child has two developmental
levels, the zone of actual development and the zone of proximal development. He
(1978, p.86) defined the zone of proximal development to be ‘the distance between the
actual developmental level as determined by independent problem solving and the level
of potential development as determined through problem solving under adult guidance
or in collaboration with more capable peers’. Bruner (1985, p.25) later explicated the
link between scaffolding and the ZPD. He stated that the tutor scaffolds learning in the
ZPD ‘to make it possible for the child in Vygotsky’s word to internalise external
knowledge and convert it into a tool for conscious control’ (Ibid.).
Early studies on scaffolding centred on one-on-one tutorials and mother and child
interactions (Sherin, Reiser and Edelson 2004, p.87). However the scaffolding metaphor
was soon extended to student teacher relations (Crazden 1979 as cited by Pol, Volman
and Beishuizen 2010, p.271; Stone 1998a, p.345) and classroom environments
23
(Palinscar and Brown, 1984 as cited by Stone 1998, p.348). As the scaffolding
metaphor broadened, concerns were raised as to whether it still remained true to its
original inception as key scaffolding characteristics were missing from its application
(Stone 1998a; Stone 1998b). Stone (1998a) proposed an enriched scaffolding metaphor,
scaffolding as a process, which emphasises the joint tutor and student participation that
is evident in the ideas of Vygotsky (1978) and Wood, Bruner and Ross (1976).
Strengthening the definition of the scaffolding metaphor Pol, Volman and Beishuizen
(2010, p.274-275) discerned three key characteristics of scaffolding:
1. Contingency – Support must be tailored to suit the student and adapted as
the student progresses
2. Fading – support is gradually withdrawn as the student becomes more
competent
3. Transfer of responsibility – as support fades responsibility moves from the
instructor to the student
The Evolution of the Scaffolding Notion
The advent of technology enhanced learning environments has resulted in the increased
production and implementation of software scaffolds and a further broadening of the
notion of scaffolding (Sharma and Hannafin 2007; Puntambekar and Hübscher 2005;
Pea 2004). However, there remain opposing views as to whether or not software
applications, environments, learning artefacts and similar online resources can be
defined as scaffolds as they do not always exhibit the key characteristics of scaffolding
(Pol, Volman and Beishuizen 2010, p.274-275; Pea 2004). Puntambekar and Hübscher
(2005, p.7) provided a useful table illustrating the evolution of the notion of scaffolding,
which I have replicated below.
24
Feature of Scaffolding Original Notion of Scaffolding Evolved (current) Notion of
Scaffolding
Shared understanding Adult or expert establishes
shared understanding of
common goal and provides
motivation
Authentic task often embedded
in the environment provides
shared understanding
Scaffolder • Single, more
knowledgeable person
provides support to
complete the task
• Multimodal assistance
provided by a single
individual
• Assistance is provided;
tools and resources
• Distributed expertise –
Support is not necessarily
provided by more
knowledgeable person, but
by peers as well
Ongoing diagnosis and
calibrated support
• Dynamic scaffolding based
on an ongoing assessment
of the learner (individual)
• Adaptive scaffolding –
Support is calibrated and
sensitive to the changing
needs of the learner
• Passive support – Ongoing
diagnosis by peers and or
software is not necessarily
undertaken
• Blanket ‘scaffolding’ –
Support (especially in
tools) is the same for all
students
Fading Eventual fading of scaffolding
as students become more
capable of independent activity
In most cases, support is
permanent and unchanging
Table 2.1: Evolution of the Notion of Scaffolding
As you will see from the table above, both a lack of fading and on-going diagnosis are
apparent when you compare the original notion of scaffolding to that which is being
applied to blended learning environments. Puntambekar and Hübscher (2005) view
fading as a critical theoretical feature of scaffolding that is not being taken into account
when applying the scaffolding notion to software tools. They argue that the scaffolding
construct is ‘increasingly being used synonymously with support (Puntanbekar and
Hübscher 2005, p.1). Sharma and Hannafin (2007, p.29) identify fading as the key
difference between scaffolding and other forms of support and suggest that
technological environments do not allow for dynamic scaffolding. Despite this, a
number of studies have attempted to introduce fading into technological environments.
25
Puntambekar and Hübscher (2005) carried out one such study. They proposed, that
fading could be introduced in a multi-scaffolded environment designed to take account
of multiple ZPDs found in a classroom, from which tools are withdrawn to introduce
fading.
Other researchers do not strictly adhere to the fading characteristic. Doering and
Veletsianos (2007) created a multi-scaffolded environment in which the scaffolds did
not fade. They argued that the choice as to whether or not to fade was up to the learner
(Ibid.). Sherin, Reiser and Edelson (2004, p.31) suggested that having to adhere to a
strict set of functions may be limiting given the now broad application of scaffolding
and did not take fading into account when developing their scaffolding analysis. Saye
and Brush’s (2002, p.81) study incorporated hard scaffolds, which they defined as
‘static supports that can be anticipated and planned in advance, based on typical student
difficulties with a task’ as opposed to soft scaffolds which are dynamic and situational.
Puntambekar and Hübscher (2005, p.8) discuss a similar type of scaffold, a ‘passive
scaffold’. Passive scaffolds lack ongoing diagnosis, adaptation and fading. Passive or
hard scaffolds are based primarily on the theory of the task, as the characteristics of the
individual tutee are not considered (Ibid.).
Despite the contention as to what is true scaffolding, both dynamic and static
scaffolding support tools continue to be used in e-learning and blended learning
environments. Dynamic tools have been introduced to encourage self-regulated student
learning (Shih et al 2010) and to motivate procrastinators (Tuckman 2007). Static
supports are often seen as a tool to reduce cognitive load and to ensure that learners and
teachers can concentrate on relevant tasks (Doering and Veletsianos 2007). Saye and
Brush (2002) admit however, that students may fail to use hard supports and argue for a
mix of both static and dynamic supports to be used in blended learning environments to
cater for varied needs.
Designing a Software Scaffold
With regard to the design of a software scaffold, Lumpe and Butler (2002 as cited by
Sharma and Hannafin 2007, p.33) advocated a learner-centred design process that
considers design and use throughout, involving the users from an early stage. This way
the risk of unintended interpretations of a scaffolds’ intent is reduced (Ibid.). Sharma
26
and Hanafin (2007, p.33) outlined two major design components of scaffolding
software: making cognitive components explicit and using appropriate representations.
To achieve these broad goals they introduced nine key design considerations:
1. Explicate process using procedural scaffolds.
2. Make understanding visible by using metacognitive scaffolds.
3. Balance metacognitive and procedural scaffolds.
4. Account for user characteristics.
5. Account for user expectations of task.
6. Integrate contextually appropriate scaffolds.
7. Use scaffolds sensitive to learner assumptions, needs and differences.
8. Ensure scaffold visibility and utilisation.
9. Ensure proper modelling.
(Sharma and Hannafin 2007, p.35-37).
When designing scaffolding in hypermedia environments Shapiro (2007, p.34) advises
that you consider the needs of both high prior knowledge and low prior knowledge
learners. High prior knowledge learners benefit from having more control over their
learning environment whereas low prior knowledge users benefit more when given less
control and prescribed pathways (Ibid.).
Scaffolding can be used to describe a multitude of supports. Screen-capture videos and
software coaching tools have been introduced as scaffolds in some studies. Doering and
Veletsianos (2007) used a screen-capture video tutorial as a procedural scaffold in a
learner controlled multi-scaffolding environment. Kim and Hannafin (2011, p.408)
explain that a procedural scaffold can be used to guide a student in addressing
operational aspects of a learning environment. In their study, quantitative data showed
that time spent on the screen-capture video tutorial was ‘positively and significantly
related to problem solving ability’ (Doering and Veletsianos 2007, p124).
2.6 Designing a Web-based Tutorial In this section I will discuss the design issues that need to be considered when creating a
web-based tutorial. These will be discussed under the following headings:
1. Initial data analysis.
27
2. Teaching strategy.
3. E-Authoring software.
4. Outlining objectives.
5. Timing and structure.
6. Multimedia.
7. Usability.
8. Evaluation.
Huang (2005) advocated a learner-centered approach when designing web-based
tutorials. This general theme becomes apparent under each of the headings below.
Initial Data Analysis
When referring to designing web-based multimedia tutorials, Huang (2005, p.223)
recommended that you first ‘understand the learning problem and the user’s needs.’
This is very similar to the theoretical frameworks of scaffolding – the theory of the task
and the theory of the tutee (Wood, Bruner and Ross 1976). To determine the learning
problem and the user’s needs, it will first be necessary to gather data from both learners
and instructors (Yelinek et al 2008). If possible it may be beneficial to survey the
learners, to ascertain their experience, computer skills and if possible, their learning
style (Ibid.). This will help determine to what prerequisite skills can be assumed, and
what content and skills need to be covered in the tutorial (Ibid.). Discussions with
instructors can also help to inform the content and design. For example in a study
undertaken by Yelinek et al (2008 p.102), initial data gathering from teachers,
established that to suit the audience the online tutorials should be ‘short with few
written points’.
Teaching Strategy
Establishing the learning problem can help to determine the most appropriate teaching
strategy to follow. Su and Kuo (2010, p.323) define three teaching strategies in their
study on library information literacy web-based tutorials:
1. Active learning: ‘An active learning strategy typically incorporates online
exercises or quizzes to encourage interactions between the user and the tutorial.’
2. Situation simulation: ‘Situation simulation strategy typically aims at
demonstrating how to proceed step-by-step along certain operations, such as
searching a database.’
28
3. Solving an actual problem: ‘Question-oriented strategy guides students to
develop … skills through solving an actual problem.’
(Ibid.)
It could be argued that situation simulation is the most appropriate strategy to
implement when teaching adult learners how to navigate an application. Yelinek et al
(2008, p.101) compare teaching an application to teaching a procedure by stating that
learners ‘must first learn the vocabulary involved…be shown the steps in the procedure
and guided through practice before attempting the procedure on their own.’ Situation
simulation through screen recording allows the instructor to demonstrate navigation and
operation of an application step by step, while also recording simultaneous narrative to
explain their actions. Including active learning elements, encourages the learner to
interact with the tutorial. Zhang et al (2006) claims that the constructivist theory
underpins learning in situations where there is learner-content interaction. The
constructivist theory of learning holds that learners actively construct their own
meaning and knowledge from their experiences (Kolb 1984).
eAuthoring Software
Adobe Captivate 5.5 is an eAuthoring software that can be used to design and create
multi-media web-based tutorials and other e-learning content (Captivate - Adobe 2011).
Captivate can create both active learning and situation simulation e-learning tutorials.
Captivate allows you to create screen-capture recordings to demonstrate software, add
voice-overs and import PowerPoint presentations. It then arranges your content in
slides, which can be individually edited. Multimedia such as images, movies, captions,
sound effects, and a range of interactive features such as textboxes, click-boxes, and
quizzes can be added to your content. Captivate’s table of contents and aggregator tools
allow you to arrange and group your slides into the sequence you choose and when
published, individual self-contained sections can be randomly accessed using the table
of contents and flash player controls. If you are planning to add your e-learning content
onto a website, Captivate publishes to small web format (SWF) so that the end product
can be easily placed on a webpage and quickly downloaded by viewers (Ibid.).
Timing and Structure
As learners can have a range of levels of experience and skills, it is not always possible
29
to suit everyone. However, if a tutorial is designed to contain a number of self-
contained sections that can be easily accessed by the learners through a table of
contents, without having to sit through the entire tutorial, it may be possible to include
basic and more advanced skills in one tutorial. Yelinek et al (2008) points out that
usually learners will not need to learn everything about the software. Having the control
to choose which self-contained sections to access is again beneficial in this case.
Another benefit of short self-contained segments is that they can easily keep the
attention of learners (Su and Kuo 2010).
Outlining Objectives
Best practice specifies that the objectives of a training course should be outlined at the
very beginning (Yelinek et al 2008). This way, learners know what to expect. In the
case of a web-based tutorial, objectives can be listed at the beginning of the tutorial as
an index or table of contents hyperlinked so that learners can directly access a section of
interest (Ibid.).
Multimedia
The use of multimedia and animation can enhance the effectiveness of a web-based
tutorial and ‘provides realistic learning arenas’ (Su and Kuo 2010, p.326). Vaughan
(2008, p.1) defines multimedia to be ‘a combination of text, graphic art, sound,
animation and video, delivered by computer or other electronic means’. He advocates
its use as an educational tool and claims that the use of multimedia improves
information retention (Ibid.). Similarly, Brandt (1997 as cited by Liaw 2008, p.869)
stated that graphics, video and other media can help to engage learners and keep their
interest. When designing a web-based multimedia tutorial Huang (2005, p.223)
recommends that you ‘design the content to harness the enabling technologies and build
multimedia materials with web style standards and human factors principles’.
Usability
Usability is paramount when designing web-based multimedia tutorials or any web-
based multimedia artefact (Vaughan 2008; Huang 2005; Nielsen 2005). In general
terms, when considering usability Nielsen’s ten heuristic guidelines should be followed
when designing any type of software interface (Nielsen 1993). Mackey and Ho’s (2005,
p388) study determined that the usability of short web-based tutorials was directly
30
linked to students’ perceived learning (Ibid). Drawing from the work of Nielsen and
others, they identified usability factors that are of particular relevance when designing
tutorials that are being placed on the Internet (see Table 2.2 below) (Mackey & Ho
2008, p394). One usability factor missing from the table below is consistency, one of
Nielsen’s heuristic guidelines. Text, colours, structure and layout ,where possible,
should remain consistent from screen to screen (Nielsen 1993). Nielsen (1993) also
recommends that you use the user’s own language to make the content easy to
understand.
Mackey & Ho (2008) do however take into account technological issues to consider
when creating a web-based tutorial.
Content File Size and response
time
Screen size User Control
• Quality content
• Ease of access
• Useful information
• Audience
considerations
• Combine audio and
video to deliver
content
• Small file size and
duration
• Keep duration brief
• Quick response time
• Speed of access
• Good video and
sound quality
• Streaming media
format
• Provide warnings
about download time
• Design for accessible
display in most
browsers
• Standard menu
control
• Accessible navigation
for play, pause, stop,
rewind, and fast-
forward
• Status bar for loading
and total file size
Table 2.2: Usability factors for web-based tutorials
Evaluation
Huang (2005, p.223) suggests that after creating a web-based tutorial the next actions to
take are ‘user testing, and evaluate and improve design’. Nielsen (1993) outlined a
number of methods by which usability can be tested both by experts and real users,
including questionnaires and video recording. He recommends that, where possible,
tests should be carried out by real users (Ibid.). Nielsen (1993, p.177) also advises that
‘almost all user interfaces need to be tested by novice users, and many systems should
also be tested with expert users’. Mackey and Ho (2008) distributed a questionnaire to
evaluate the usability of their web-based multimedia tutorials and student’s perceived
31
learning. When evaluating a web-based tutorial, direct feedback can be initially
obtained from tests carried out before the tutorial is placed on a website. Suggested
changes and improvements can then be made. Once the web-based tutorial is live, one
option is to include a form on the website where learners can leave feedback after
completing the tutorial (Su and Kuo 2010, p.327). Su and Kuo (2010, p.327) explain
how site statistics can provide indirect feedback. For instance, if a tutorial segment is
repeatedly viewed, it may mean that the segment cannot be easily comprehended.
Learning effectiveness of web-based tutorials
Web-based tutorials have some advantages when compared to face-to-face teaching.
Learning can be self-directed and learners have the opportunity to learn at their own
pace (Su and Kuo 2010; Zhang 2005). In a classroom environment, a learner may feel
uncomfortable asking a lecturer/teacher to repeat him or herself (Ibid.). However, when
accessing a web-based tutorial, sections can be repeated as many times as the learner
needs if they did not catch the meaning the first time (Ibid.). In addition, if a web-based
tutorial is made up of self-contained sections on different topics that can be randomly
accessed, a learner can navigate to a section of interest to them without sitting through
the entire tutorial (Yelinek et al 2008; Zhang 2005). This allows for learner content
interaction.
Studies have shown that students who completed tutorials that allow for random access,
and include multimedia elements, achieved better results and reported greater levels of
satisfaction than those who completed linear video courses (Zhang et al 2006; Zhang
2005). Zhang et al (2006) claims constructivist theory underpins learning in situations
where there is learner-content interaction. Zhang et al (2006) applies this theory to
random access online multimedia tutorials as learners actively engage with the content,
control the pace of their learning, and can discover things for themselves.
2.7 Conclusion Professional bodies are now offering both asynchronous and synchronous e-learning
CPD solutions for professionals. The availability and uptake of synchronous e-learning
continues to grow and its benefits are apparent from the literature. However, the
literature shows that the factors influencing the increased availability and uptake of
32
online professional are convenience, cost, time and travel and many learners may be
inexperienced and lacking in technical skills. This is a concern, as in some cases a
learner’s lack of technical knowledge and ability can negatively affect their learning
experiences when participating in online professional development courses and the
literature supports the need for training and support to be provided.
The notion of scaffolding is now being applied to blended learning environments to
support e-learners. However, the notion has broadened considerably since it was first
introduced by Wood, Bruner and Ross (1976). There is concern and contention that
software scaffolds do not contain the key identifying characteristics of the scaffolding
metaphor. While some researchers have attempted to instill software scaffolds with the
key characteristics of contingency, fading and transfer of responsibility, others have
continued to develop static procedural scaffolds. Some argue that the broadened notion
of scaffolding will be needlessly limited by the enforcement of stringent conditions. The
literature recommend a number of design factors to be considered when creating
software scaffolds. Some of the factors identified, overlap with the design and usability
considerations that the literature suggests should be followed, when creating a web-
based tutorial.
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3 Chapter 3 - Methodology
3.1 Introduction In this chapter I introduce the philosophical concepts of ontology and epistemology and
explain how they provide the foundations on which research is built. I outline the
characteristics of the primary research paradigms, positivism and interpretivism, and the
emergence of the transformative paradigms, from which action research originated. I
then provide a brief overview of action research and explain my reasons for choosing to
adopt a practitioner-based action research methodological approach (as proposed by
Whitehead (1989)) in carrying out my research. I present the research methods I
employed in implementing my research question ‘How am I learning to scaffold a
synchronous online professional development course?’. I explain how I will establish
rigour in my study and validate my claims to knowledge. Finally I detail the ethical
considerations in my study and acknowledge its limitations.
3.2 Evolution of Research The purpose of research is generally understood as gathering data and testing it in
order to generate new knowledge which can produce new theories of how reality works
(McNiff and Whitehead 2002, p.19).
According to Morrison (2007) there are two key questions for researchers: What is the
relation between what we see and understand [our claims to ‘know and our theories of
knowledge or epistemology] and that, which is reality [our sense of being or ontology].
In other words how do we go about creating knowledge about the world in which we
live? (McKenzie 1997 as cited by Morrison 2007, p.18).
In research there are two opposing ontological foundations, the first being the
assumption that there is a reality that can be viewed objectively and the second contends
that all realities are constructed by the perceiver (Grogan and Simmons 2007, p.38).
Whitehead and McNiff (2006, p.258) expand on this by defining ontology as ‘a theory
of being, which influences how people perceive themselves and the rest of their
environment’. They define epistemology, as what is known, how we understand
34
knowledge. and how this knowledge is acquired (Whitehead and McNiff 2006, p.26). A
researcher’s ontological perspective in turn affects their epistemological stance and their
chosen methodology when carrying out research. A researcher’s social reality and what
he/she thinks there is to be researched (ontology) will affect what can be known to them
(epistemology), and how they go about knowing it (methodology) (Whitehead and
McNiff 2006; Grix 2004). Below I have adapted a diagram from Grix (2004, p.66),
which illustrates the affect ontology and epistemology have on research.
Figure 3.1 - The effect of ontology and epistemology on research
Research Paradigms
To paraphrase Morrison (2007, p.19), a research paradigm is a set of ‘beliefs or
epistemological assumptions’, which are drawn upon by researchers to make sense of
research information and transform it into data. The evolution of research can be traced
alongside the major paradigm shifts. A paradigm shift occurs when paradigms are
‘overtaken, replaced or placed alongside other paradigms’ (Grix 2004, p.25). By
detailing the positivist and interpretivist paradigms, I will examine the shift in ideas and
concepts in research. I will then introduce the emergence of the transformative
approaches from which action research originated.
35
Positivist
Grix (2004, p.80) presents positivism as one of the main research paradigms. As I
explained above, research paradigms are directly influenced by ontology and
epistemology. Positivism is based on a foundationalist ontology, which views the world
as existing independently of our knowledge of it (Ibid.). This view is echoed by
Coghlan and Brannick (2006 p.6), who state that positivism has an objectivist view of
both ontology and epistemology. They explain that the objectivist view of ontology
holds that social and natural reality has an independent existence prior to human
cognition while the objectivist view of epistemology assumes that it is possible to
access the external world objectively (Ibid.).
Positivism looks to use scientific methods to analyse the social world (Grix 2004, p.81)
and maintains the study of natural science as a model for the study of human science
using quantitative data and methods. It is concerned with seeking precise objective
findings and seeks to establish cause and effect relationships (Ibid.). Findings are
validated when they can be replicated and generalised (McNiff and Whitehead 2002,
p.31). Positivist findings provide an explanation rather than an understanding of the
topic under study. These explanations are then often used as a predictive tool, as
according to Rubinstein (1981 as cited by Grix 2004) many believe the ‘real purpose of
explanation is prediction’.
Within the positivist approach people are objects of the research. Their individuality and
uniqueness are not considered (Morrison 2007) and their personal involvement can be
seen as a contamination of the research findings (McNiff 1988, p.15).
Interpretivist
In the 1880s, concerns from the social sciences that the positivist approach failed to
explain certain phenomena prompted researchers to begin to use qualitative research
methods (Hennessy 2007, p.23). The aim was to generate new theory to explain how
and why people act as they do, and to understand rather than measure anonymous
research subjects (McNiff 2010, p.54). The interpretivist paradigm developed from this
shift to qualitative study and in many respects it is seen as the opposite to positivism
(Grix 2004, p.82).
36
Contrary to positivist approaches, interpretivism has an anti-foundationalist view of
ontology in that it ‘subscribes to the view that the world does not exist independently of
our knowledge to it’ (Grix 2004, p.80). Its epistemological stance is subjective;
meaning that it holds that it ‘is not possible to access the world objectively’ (Coghlan
and Brannick 2005, p.6). Interpretivism is not value-free. According to interpretivists
such as Grix (2004) ‘social phenomena do not exist independently of our interpretation
of them’ (p.82). Researchers are not detached from the subject they are studying (Ibid.).
The researcher’s values, opinions and beliefs are taken into account.
The Emergence of Transformative Approaches
The emergence of critical theory began in the 1930s, most prominently from the
Frankfurt School, out of concerns that the traditional research paradigms failed to
recognise the ‘historical, cultural and social situatedness of learners’ (McNiff and
Whitehead 2002, p.33). According to Grogan and Simmons, (2008, p.38) critical theory
is also termed as a transformative theory as the purpose of the research conducted is not
just to explain or understand what is being studied but also to change it.
3.3 Action Research Lewin (1946 as cited my McNiff 1988, p.22) described action research as a spiral of
steps and each step had four stages; planning, acting, observing and reflecting. These
stages were refined and expanded by Carr and Kemmis (1986 as cited by McNiff 1988,
p.26) and their action research model is still one of the most widely used today. While
admitting that Kemmis has provided invaluable texts on educational action research,
McNiff and Whitehead (2002, p.51) believe the failings of Carr and Kemmis’ model
(and other earlier models) lie in their prescriptiveness, disregard for the values base of
practice and sociological rather than educational perspective. McNiff (2010) points out
that in research, things do not often work out in a linear manner so you should allow for
the possibility of a shift in the focus of enquiry. I am particularly drawn to McNiff’s
(2010) action plan, (Figure 3.2), and was developed from Whitehead and McNiff’s
(2006) action plan. The researcher should not to be too surprised if things do not turn
out as expected and should regard the action plan as a set of prompts rather than rigid
prescriptive steps (ibid). While I structured the cycles in my implementation chapter
under the generic action research headings of plan, act, observe and reflect I found this
37
action plan to be of considerable assistance in guiding me in my initial choice of
research topic
(Appendix I), and through my implementation.
Figure 3.2: Action Plan
Whitehead and McNiff (2006, p.38) hold that the purpose of action research should not
just be about problem solving, but about learning and creating knowledge. In the living
education theory approach to action research as advocated by Whitehead (1989), the
‘living I’ is placed at the centre of the research. That is, the researcher herself is central
to the research (Whitehead and McNiff 2006, p.38), and researchers engage with the
question ‘how do I improve what I am doing?’ (Whitehead 1989). The practitioner-
researcher generates her own educational theories through descriptions and explanations
of her practice – what she is doing and how she is doing it.
An essential element is reflection. Reflective practice as taken from the work of Schon
(1983), is the way in which individuals critically reflect on their action and develop
actionable knowledge (Coghlan and Brannick 2005). Farren and Ryan (2004, p.14)
assert that action research is a cyclical process in which ‘practitioners reflect
systematically on their practice, implementing informed action with the aim of bringing
about improvement in practice.’
• What is my concern? • Why am I concerned? • How do I show the situation as it is and as it develops as I take action? • What can I do? What will I do? • How do I generate evidence from the data? • How do I check that any conclusions I come to are reasonably fair and
accurate? • How do I explain the significance of my research? • How do I modify my ideas and practices in light of my evaluation?
38
Ontological, Epistemological and Methodological Assumptions
Education is a value-laden activity and in many cases we realise that as practitioners, we
are not living according to our values and are in fact ‘living contradictions’ (Whitehead
1989). Through an open-ended spiral of active and reflective cycles, the researcher’s
values become living standards by which their actions and practice are measured
(Whitehead and McNiff 2006, p.23). The researcher constructs their own knowledge
during the process, by critically engaging with her own opinions and assumptions in
collaboration with the participants in the study.
I believe that it offers hope that by living my educational values I can generate positive
change both in myself as a practitioner, and effect positive change in my workplace.
The possibility to improve and transform from within my own context is very
empowering and liberating. I believe that by following this approach I have been given
the opportunity to grow and learn as a practitioner.
3.4 Data Collection and Data Analysis Bell (2005, p.115) states that the methods chosen by a researcher to collect data should
be first determined by the questions ‘What do I need to know?’ and ‘Why do I need to
know it?’. This informs the researcher of the best method to collect data and what to do
with the data once collected. This is the policy I followed when deciding which would
be the most appropriate methods to use at each stage of the research process. In action
research, data collection can also be described as data generation when data is collected
through interventions engaging with colleagues (Coghlan & Brannick, 2010). Below I
give a brief overview of the methods I used to collect and generate data. I used both
qualitative and quantitative methods depending on which was most suitable at any given
stage. Analysis of the data occurred on an ongoing basis as it was collected using Miles
and Huberman (1984) tactics for generating meaning.
Documentation
According to Coghlan and Brannick (2005) an action research cycle begins with the
context and purpose of the research. I intend to partly convey the context and purpose of
my research concern through gathering and analysing existing relevant documentary
evidence from my organisation using survey findings and evaluation documents.
39
Emails
I have used emails to convey evidence of relevant correspondence throughout the
research process. Emails will also help to show the situation as it stood prior to
beginning the action cycles.
Observation
As a practitioner researching in action, I am central to the research project and my own
observations and interventions will generate data throughout each stage of the process.
I also used a form of indirect observation, a usability screen recording software entitled
Silverback – guerrilla usability testing (http://silverbackapp.com/). Silverback (2011)
captures screen activity and highlights mouseclicks. It also records a video of the
tester’s face and their voice as they test software. I used Silverback (2011) with a pilot
group in cycle one of my implementation to help in the evaluation of the web-based
tutorial that I created. It was beneficial as it allowed me to indirectly observe the
participants and their interactions while they tested the web-based tutorial. Details and
difficulties that participants did not recall from the testing process or did not mention
when asked to recommend changes were also observed.
Questionnaire
In the second action cycle I used a questionnaire so that participants could evaluate the
usability of the updated web-based tutorial and their perceived learning, and leave any
suggestions for improvement or general comments (Appendix D). The questionnaire
consisted of 22 statements relating to usability and perceived learning to which
participants were asked to rate their agreement using a five point likert scale. Two open
qualitative questions were also included. The questionnaire was modelled on a survey
developed by Mackey and Ho (2008) designed to empirically measure the link between
the usability of web-based multi-media tutorials and student’s perceived learning. I
distributed the survey using online survey software - Surveygizmo
(http://www.surveygizmo.com/), which allows you to create and distribute a survey
online and automatically collects the responses.
40
Reflective Journals
As the practitioner in action, my own learning and development is central to the action
research process. According to McNiff, Lomas and Whitehead (1996) one of the useful
functions of a learning journal is that it provides an account of the researcher’s
experiences, thoughts and feelings in an interpretative self-evaluating manner. My aim
is to record my reflection in action. As the action cycles progress I will record my
experiences, reflections and interpretations. The reflective journal will provide explicit
evidence of my own critical thinking as I question my own assumptions and hypotheses
throughout the research process.
3.5 Validity and Rigour I will test my claims to knowledge and establish validity by presenting my
implementation and findings to my validation group and by asking my critical friend
and to measure my findings against the four criteria adapted from Habermas’
framework of social validity by Farren (2006, p.102).
• Is the account of my learning comprehensible?
• Is there sufficient evidence to justify the claims being made?
• Are my educational values clearly revealed and justified?
• Is there evidence of my learning in the learning of others?
I will also meet with my colleagues to discuss the worth of my actions in an
organisational context.
To ensure rigour in my research I am using a variety of research methods
(triangulation). Triangulation allows the researcher to cross check findings with a view
to establishing the same conclusions through a variety of perspectives (Bell 2005,
p.116). The cyclical nature of action research and participative approach also helps in
establishing rigour.
3.6 Ethical Considerations McNiff (2010) maintains that one’s main ethical consideration should be to do no harm
whilst carrying out your research. My main ethical concern will be the protection of the
41
participants and stakeholders involved in the study. To ensure that participants are fully
aware of what they are agreeing to, each will receive a plain language statement
detailing fully the purpose of the research and what participating in the research will
entail (Appendix E). They will also be asked to sign an informed consent form, which
will state that they have the option to withdraw from the research at any time (Appendix
F). Confidentiality is a major consideration and I plan to resolve the data aspect by
dealing with all data personally and keeping it in a secure location. The research
methods that I have outlined in the sections above may not allow for anonymity of
participants. However, all participants gave consent to be named in the study. I have
also been given permission by my Director to name my organisation in this study and to
utilise member needs analysis survey results and feedback from customers who have
previously accessed live online seminars.
Added considerations arise due to action research being the chosen methodology and so
possible and actual ethical questions must be posed around the action cycles (Walker
and Haslett 2002 as cited by Coghlan and Brannick 2005, p.78). This involves concerns
arising from ensuring confidentiality in a collaborative methodology and the
meaningfulness of informed consent if the final destination of the evolving cycles of
action research cannot be determined, issues which were raised by Williamson and
Prosser (2002 as cited by Coghlan and Brannick 2005, p.78). In the course of the
research I realised that my initial plain language statements and informed consent forms
were not suitable for the second cycle’s participants as they would not be interviewed or
recorded and would be required to complete a questionnaire. For these participants I
redrafted an applicable plain language statement and informed consent form.
3.7 Limitations of the Study This is a specific study relating to my work place and cannot be generalised. I believe
that the most significant limitation was that I was unable to access the broader
membership of the Institute to participate in the study. However, the participants
involved were invested colleagues, two of whom are also members of the Institute.
42
3.8 Conclusion In the above chapter, I have introduced the philosophical concepts of ontology and
epistemology and established how ontological and epistemological assumptions have
informed the major research paradigms and their primary characteristics. I explained my
reasons for choosing to adopt a practitioner based action research methodological
approach. The triangulation of research methods and the action cycle process will aid in
establishing rigour in my study while a validation group, my critical friend and
colleagues will assist in validating my claims to knowledge and the worth of my
endeavours. I have identified the ethical considerations I must take account of in my
research and have set out the ways in which they will be dealt with in an action research
context. I have also acknowledged the limitations of my study, which includes my
inability to involve real users from the wider membership of the Institute.
In the next chapter I will present the Implementation of my study as I attempt to answer
my research question ‘How am I learning to scaffold a synchronous professional
development course’?
43
4 Chapter 4 - Implementation
4.1 Introduction In this chapter I detail the implementation of my research question ‘How am I learning
to scaffold a synchronous online professional development course’. Through the
implementation of my research I hope to show the development of my educational
values, in particular how I am learning to scaffold learners by creating a web-based
tutorial designed to teach learners the procedural steps involved in accessing and
participating in a synchronous online professional development course.
I expand upon the background to my research, which was introduced in chapter one,
explaining how it is underpinned and guided by my values. I then detail two action
cycles, which were carried out in May and June 2011. The action cycles are structured
under the headings Plan, Act, Observe and Reflect as first proposed by Lewin (1946 as
cited my McNiff 1988, p.22). The first cycle deals with how I designed, created and
evaluated the web-based tutorial. The findings of the first cycle and my own reflections
feed into cycle two in which I attempt to improve, and then evaluate the web-based
tutorial.
I also discuss the validation and rigour of my study. Through my own reflections on the
research process and through the feedback and validation of participants, my critical
friend and validation group, I then establish whether my values are clearly conveyed in
the implementation of the research and whether my claim to knowledge are valid.
4.2 Background My study developed from a concern that there were barriers in place preventing a
section of learners from having effective learning experiences when attending online
professional development courses. I first acknowledged my concerns about this issue in
my reflective journal on 5 December 2010 when I began to consider the way in which
online seminars are managed in my organisation.
44
Our e-learning online seminars have been in place for over a year now but I think
the system by which users access the online seminars and in particular how they
are instructed to access the online seminars isn't great...
Reflective Journal – 5 December 2010
I began refining my concerns, guided by McNiff’s (2010) action plan, as conveyed in
my reflective journal of 11 December 2010 (Appendix I). I chose to focus on
synchronous online professional development courses (termed live online seminars),
which were introduced by the Irish Tax Institute one year ago. As mentioned in Chapter
one, the Institute streams live online seminars from classroom events using WebEx web
conferencing software. Feedback received from online learners indicated that for some,
technical difficulties and lack of training meant that they could not access the live
online seminars or had problems navigating WebEx when they did get access. This
meant that they were not getting the most from their online learning experience.
Technical difficulties and inexperience were causing them to miss out on live online
seminar content thus inhibiting their learning and professional development. As studies
in the literature I reviewed have shown, inexperience and technical problems can cause
learners to feel frustrated and inadequate and one negative experience could stop them
from participating in future online courses (Hayashi et al 2004 as cited by Pillay, Irving
and Tones 2007).
My Values
As I had mentioned in Chapter one, my concerns and the focus of this research project
stemmed from my own educational values although they were not entirely clear to me at
the beginning of this process. I firmly believe that to educate and assist others, an
educator should place herself in the position of the learner to truly understand how best
to help them. By doing this, the educator is empathising with the learner. I can
understand and empathise with the frustrations and upset of online learners through my
own experiences as a student. There were many occasions when I did not understand
what was being covered in class and I felt at a complete loss. However, through the
assistance of lecturers and classmates I was able to progress in my studies and
overcome any stumbling blocks. Through reflection and discussing my concerns at
validation meetings, it became clear to me that my educational values included my
belief in the importance of having empathy with learners by trying to understand their
45
problems. They stemmed from my love of education and desire to teach. I wanted to
assist and support learners, in the same way that I was supported. From these
realisations, my value of scaffolding emerged. I was not living these values in practice
as being a professional development co-ordinator, mainly concerned with organisation
and administration, I did not see myself as an educator.
With regard to the Institute’s synchronous online professional development courses, I
believe that online learners who have little prior knowledge or experience and/or poor
IT skills are in need of additional support so that they can access and negotiate live
online seminars. They are also in need of general procedural guidance. I have not been
doing all I can to support online learners and because of this I have not been living my
values in practice. The focus of my research is underpinned by my values of empathy
and scaffolding. Through attempting to understand the learner’s needs and difficulties, I
intend to find ways in which to assist them. In the implementation of my study, I apply
what I have learned through my research of the conceptual themes of scaffolding and
design, to the creation of a support designed to assist and educate learners.
Web-based tutorial
A number of months ago the possibility of creating an online demonstration, covering
online seminars in general, had been briefly discussed by my colleague and myself.
However at the time, other work commitments took over and the demonstration was
never created. I returned to this general idea and I decided to investigate how I could
apply the characteristics of scaffolding to the design and creation of a web-based
tutorial. In creating the tutorial, I aim to scaffold learners by providing them with
‘support, guidance and assistance’ to prepare them to participate in synchronous online
professional development courses (Tsai 2011, p247). A web-based tutorial could be
placed on our website and be easily accessed by our geographically dispersed
membership. Learners could access it anytime, anywhere and as many times as they
want before actually joining a live online seminar. It gives learners the opportunity to
engage with the content ‘on their own terms’ (Su and Kuo 2010, p.320).
46
4.3 Cycle One In this section I detail the initial creation of the web-based tutorial (AV Appendix A). I
designed a web-based tutorial to act as a procedural, static support that can be accessed
at will by learners (Kim and Hannafin 2011; Saye and Brush 2002).
4.3.1 Plan
Initial data analysis
My initial data analysis concentrated on identifying the learning problems to be
addressed and the learners’ needs. These issues were highlighted by Huang (2005,
p.233) in the multimedia tutorial design literature and Wood Bruner and Ross (1976) in
the scaffolding literature. The customer base for live online seminars is very wide as it
includes the Institute membership of over 4,500, and non-members, who find the
seminar content relevant. As this is the case I was not in the position to conduct an
Institute wide survey to establish the learner characteristics and technical skill base as
recommended by Yelinek (2008). Instead, I to understand the learners’ needs I
concentrated on identifying the issues that cause the most difficulty for learners
accessing and participating in live online seminars. There was support for this approach
in the literature. Saye and Brush (2002, p.81) advocated the use of hard scaffolds, which
they defined as ‘static supports that can be anticipated and planned in advance based on
typical student difficulties with a task’.
To identify the learning problems, I examined completed online feedback forms from
previous live online seminars where learners detailed any problems they experienced
(Appendix J). The feedback forms also provided information about whether or not the
learners had any prior experience using WebEx and whether they experienced problems
accessing the live online seminar. The Finance Bill seminar is one of the Irish Tax
Institute’s flagship events that is run after the release of the Finance Bill by the
Department of Finance each year (Appendix G). It is one of the Institute’s most well
attended events, and in February 2011 the Institute also offered participants the option
to participate online by watching a live online, streamed broadcast via WebEx. There
were approximately 80 live online participants, the largest online audience at any
synchronous online professional development course so far. An online evaluation form
was sent to online participants after the course via Survey Monkey (Appendix J). Of
those that completed the evaluation form, 83.3 per cent had not previously used WebEx.
47
While most of the respondents found the live online seminar easy to access, 22.2 per
cent had a little difficulty and 5.6 per cent found it very difficult. Comments left on the
evaluation forms indicated that at least two attendees had difficulties navigating the
WebEx screen, as they mentioned that they could not see the slides during some of the
seminar. Back in the office we could only assume that they had clicked away from the
slide tab in the live online seminar as a number of us had also viewed the live online
seminar and the slides had remained on screen throughout.
The slides went blank during the presentation. I would be obliged if this wouldn’t
happen in future.
It would have been useful if the camera angle had shown the slides behind the
speakers. Or it may have helped if it was possible to print off slides/notes from the
website prior to the Seminar. For some of the worked examples it was difficult to
follow as I could not see the text. So either being able to view the slides or have
the slides would have combated this.
It was also apparent that some participants were not aware that they had been emailed
the seminar slides and paper along with the access instructions in advance of the live
online seminar.
Navigation problems were also apparent in feedback received from the Revenue Audits
and Revenue Powers live online seminar, which took place in September 2010 (See
Appendix H for a description of the Revenue Audits and Revenue Powers seminar and
Appendix J for the evaluation by online participants):
At times the slide show was out of sync with the actual presentation and so this
was a little confusing. It should be made clear that the literature should be printed
out beforehand and that clicking on any tab on internet explorer will disconnect
you from the seminar.
I also examined a MNA survey that was distributed to all Institute members in March
2011 (Appendix B). When asked, “How would you rate your experience participating in
online seminars” it was again evident that many members were not aware that slides
48
and notes were sent in advance.
Send notes/slides in advance
One member also suggested that a guide as to how online seminars worked would be
useful while others mentioned that live online seminars can be difficult to access.
A guide to how it works in advance would be useful
Difficult to access sometimes and audio can be poor on occasions.
Webinar technology is a bit cumbersome
I also looked back at emails received from participants. One participant in particular
experienced a number of difficulties logging on and using the chat facility (Appendix
K). See extract below:
Hi Elspeth,
A few comments on my online attendance at this morning’s seminar:
• When I went through the log in procedures, I wasn’t asked for a password.
Instead a “popup” appeared which gave various options in relation to
joining the conference. It was only through trial & error that I eventually
succeeded in getting connected. If I was “attending” a future seminar, I
wouldn’t know what to do as I’m not sure what triggered the connection this
time.
• I tried to send a message through the Chat Box and although I followed the
instructions, I couldn’t type in my question.
In establishing the learning problems, I relied heavily upon my own observations as the
point of contact for learners experiencing technical difficulties when joining a live
online seminar. I also spoke to two colleagues who had provided similar support.
During the Finance Bill 2011 online seminar, my colleague Evelyn had received over
20 phone calls from learners who experienced difficulties logging in, getting their sound
to work or leaving the live online seminar. During a previous live online seminar
another colleague received a call from a gentleman who did not know how to click on
the URL link shown in the access email. In my own experience, clicking on the ‘Call
49
using computer’ button to connect audio was the most widely reported issue that
learners experienced difficulties with.
Through analysing the documentary evidence and my own observations I identified the
main issues causing difficulty for learners. These issues were as follows:
1. Joining the live online seminar:
a. Clicking on the URL link given in the invitation email.
b. Entering name and email address.
2. Connecting up their audio:
a. Testing speakers.
b. Clicking on the ‘Call using computer’ button to hear the live online
seminar.
3. Navigating the live online seminar page.
4. Using the chat facility:
a. Choosing who to direct a question to.
b. Where to type their question.
5. Leaving the live online seminar.
6. Additional information:
a. Many people were unaware that they had been sent copies of the seminar
slides and notes in advance.
While the web-based tutorial would not be individually tailored for each learner, I
believed that by concentrating on these common problems I could cater for multiple
users and their individual zones of proximal development. Catering for a wide learner
base and multiple zones of proximal development was important to me as it was
highlighted in papers dealing with effective software scaffolding, by Sharma and
Hannafin (2007), Shapiro (2007), and Putambekar and Hübscher (2005).
4.3.2 Act
I then began to design and create the web-based tutorial. In my design I considered what
I had learned through researching the literature surrounding the design of web-based
tutorials and scaffolding, in particular, guidelines to consider when designing software
50
scaffolds. This section is structured under the main design guidelines that I considered
relevant in my design.
Teaching strategy
From my own observations and experience using online tutorials to learn about software
applications, and through conversations with colleagues, I initially thought that a screen
recording, demonstrating the issues that cause difficulties would be the best approach to
take when creating the web-based tutorial.
I was thinking of creating two detailed instructive online demonstrations using
screen recording software. The first would explain exactly how one access a live
online seminar and how they can interact with the speaker.
Reflective journal – 5 December 2010
I found support for using screen captures in the literature. Su and Kuo (2010, p.323)
advised that situation simulation, using screen capturing, is the best strategy to use
when demonstrating a procedural task. An example of a procedural task would be
navigating software and proceeding step-by-step to reach a certain goal (Ibid.). Doering
and Veletsianos (2007) used screen capture videos as static scaffolds to teach students
how to use GIS software.
I also decided to introduce an active learning strategy by including interactions. I placed
three interactive buttons at key points in the tutorial where, if actually joining and
participating in a live online seminar, learners would be required to click a box or a link
to proceed to the next step. I included one final interaction where the learner simulates
entering a question into the chat facility (see Appendix L for a list of interactions). A
study carried out by Zhang et al (2006) had also highlighted the importance of learner-
content interaction.
E-Authoring software
After researching various e-authoring tools, I decided that Adobe Captivate would best
serve my purposes. I outlined the various features and functions of Captivate in Chapter
two. I had not previously used Captivate so it took me some time to familiarise myself
51
with the software. To be honest I found the process quite frustrating. While I had used
other screen capture software, the Captivate interface was very new to me. As I
recorded in my reflective journal (See Appendix J) my difficulties learning how to use
the software helped me to identify and empathise with the learners I hoped to assist.
I would consider myself to be quite proficient using software and would generally
find it easy to quickly pick up the new skills …..I would generally explore the
software myself testing out the different functions until I figure out how to use it.
However, I had never used Captivate before…., I found it quite difficult to use and
impossible to intuitively know what functions to use or buttons to press to get it to
do what I wanted. I had in fact hit a brick wall that I could not get over without
some outside assistance.
Reflective Journal 14 May 2011
I ended up accessing a number of web-based screen capture tutorials on Captivate,
which really helped me to learn how to use the software. I took this experience as a sign
that I was on the right track in creating a web-based tutorial to clarify difficult issues for
learners.
I first recorded the screen capture demonstration sections and narration. Captivate
separates sections of recorded content into slides, which I individually edited. Figure 4.1
shows a screen shot of one of the web-based tutorial slides within the Captivate editing
facility. (I have included screenshots of each slide from the final version of the web-
based tutorial in Appendix L.)
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Figure 4.1 – Screenshot of slide 18 – The Chat Facility
Outlining objectives
When recording the tutorial, I introduced the issues that would be covered at the very
beginning to manage learner expectations. The importance of managing learner
expectations when creating a web-based tutorial or any type of software scaffold was
specified by both Yelinek et al (2008) and Sharma and Hannafin (2007). By outlining
the objectives and then proceeding to deal with each objective in a procedural
systematic manner, I hoped to make the ‘cognitive processes’ of the learning tasks
explicit as was advised by Sharma and Hannafin (2007, p.33).
Timing and Structure
The web-based tutorial followed a sequential structure. I designed it in this way as I
thought that it would be important for first time users to view the complete step-by-step
process of joining and participating in a live online seminar from receiving the initial
access email to leaving the seminar. I also chose this approach because Shapiro (2007,
p.34) recommended giving low prior knowledge learners a prescribed pathway to
follow. When complete, the tutorial was just under ten minutes long. I was happy with
53
this as Su and Kuo (2010) advised that short web-based tutorials keep the attention of
learners.
Yelinek et al (2008) had recommended that tutorials be broken down into even smaller
segments that learners can access at will. I considered adding a table of contents so that
experienced learners could navigate directly to an area that interested them as
recommended by Yelinek et al (2008), thus giving more control to high prior
knowledge learners as recommended by Shapiro (2010, p.34). However, I decided
against doing this as I thought the tutorial was too short and that the control bar
functions would be sufficient for learners who wanted to skip ahead.
Multimedia
I included a mix of multimedia to represent the content in the web-based tutorial in
different ways and to ensure that it was ‘sensitive to learner assumptions, needs and
differences’ as highlighted by Sharma and Hannafin (2007). The literature also stated
that graphics, video and other media could help to engage learners and keep their
interest (Brandt 1997 as cited by Liaw 2008, p.869). A major section of the tutorial was
comprised of demonstrative screen recordings with explanatory narration. When editing
the individual slides, I included text captions to highlight areas I wanted to draw
particular attention to, as the importance of using a number of representational media
was highlighted in the literature (Ibid). I inserted additional blank slides into some
sections of the web-based tutorial so that I could add animated text to summarise points
being made in the narrative. I inserted images to draw attention to the control bar
features, and to highlight where a video of the presenter is shown on the WebEx screen.
Usability
My research of the literature identified a number of usability guidelines to follow when
creating a user interface. In creating the tutorial I was guided by those specifically
tailored to the creation of web-based tutorials, and those that I found applicable to my
design. Mackey and Ho (2008) maintain that web-based tutorials should have quality
content. I tried to ensure that the subject matter was contextually relevant, as
recommended by Sharma and Hannafin (2007) in the scaffolding literature, by dealing
with the issues that had previously caused difficulties for learners. Where possible, I
used the learner’s own language when recording the narration as Nielsen (1993)
54
highlights the importance of doing this. Unfortunately this was not possible in all
respects as some learners may not be familiar with some information technology and
web-conferencing terms used. However, I hoped that the combined use of
demonstration and captions in addition to narration would clarify any terms learners
were unfamiliar with.
Mackey and Ho (2007) specify the importance of high quality audio and video. The
audio capture on Captivate produces high quality audio. Background noise can be
silenced and overall volume can be leveled. The screen captures and slide recordings
were of a high quality. I was a little concerned that some of the images I imported were
not of a high enough quality, so where possible, I replaced them with clearer versions. I
also chose a screen size that would enable learners with commonly used browsers to see
the full screen without having to scroll and to suit browsers with a low resolution as also
highlighted by Mackey and Ho (2007).
Flash videos as published by Captivate, incorporate a generic player or control bar,
which includes buttons to enable users to: play, pause, rewind, and fast-forward, skip
back, skip ahead and control the volume of the web-based tutorial giving users control
of the tutorial. Mackey and Ho (2007) specified that user control was a key usability
feature, as did Zhang et al (2006). I included a short section in the web-based tutorial
explaining how to use the player control bar. Yelinek et al (2008) had recommended
including a section to demonstrate how to navigate a Captivate web-based tutorial is
their study. Flash videos also include a status bar, which indicates how long it will take
the video to load, thus managing user expectations.
To ensure consistency in the design, I used the same colour scheme, font, and relative
text size in all the textual slides and captions where possible. I used the Abobe Red
template for informative captions and to differentiate I used a bright green template for
captions instructing learners to interact with the tutorial. As the WebEx screen can be
quite crowded with text and pop-ups, I thought that it would also be a good idea to
highlight important features of headings in yellow although this not specified in the
literature I reviewed.
55
4.3.3 Observe
Six participants acted as a pilot group to view and evaluate the web-based tutorial once
it was complete. Five of the participants, Úna, Angela, Evelyn, Judy and Carol are
colleagues of mine. Úna is also a member of the Irish Tax Institute. While not all of the
participants had participated in a live online seminar before, each was aware of the
context of the web-based tutorial. I also asked my critical friend Maeve to participate in
the pilot test. While she was aware of the context of the tutorial, she does not work in
the Institute, so that meant that she was completely unfamiliar with the Institute’s live
online seminars.
While I intended to publish the final web-based tutorial in .swf format to place on a
website, for the purposes of the pilot test the participants viewed a .app version of the
web-based tutorial stored locally on a MacBook Pro. This meant that I could record the
test with Silverback – guerrilla usability software, which I had installed on the
MacBook Pro. Each participant viewed the tutorial alone. It took between
approximately ten and twelve minutes for each to view the tutorial. When they were
finished, I interviewed them about their experience. On reflection, some of the questions
I asked may have been leading so I decided to only use their suggested improvements as
data in this research. The one exception to this, was in the case of my colleague Evelyn
who had previously provided support for learners participating in live online seminars.
She was asked if she thought the areas that participants had difficulty with, in her
experience, had been covered by the tutorial. I included her response to this question in
this section.
Suggested Improvements
After viewing the tutorial the participants suggested that the following changes be made
to the web-based tutorial:
Evelyn recommended a number of changes. Firstly, that the tutorial mention that,
when the learner adds in their name and email address in slide 18 “Join meeting”,
the name they enter will appear on the participants’ list in the live online seminar.
Secondly, she recommended I mention that the email address the learner enters,
need not be the one they used when ordering the live online seminar. Thirdly, she
suggested that I include a section outlining how the learner would check the volume
56
on their computer. Finally she recommended two changes to the WebEx system set-
up that did not come under the scope of this study (AV Appendix B).
I had overlooked the issue with regard to the learner’s name and email address when
designing the tutorial. As I could not be sure what type of computer or what version
operating system online learners may be using when viewing the tutorial or
participating in a live online seminar I chose not to include a demonstration of how to
check the volume on their computer and it might confuse issues further.
Judy noted that the pace of the tutorial was a little slow when changing from one
screen to the next in some places (AV Appendix C).
Úna recommended that an interaction be added to slide sixteen, that deals with
maximising the chat box, or alternatively, that the action be emphasised (AV
Appendix D).
Maeve found that the text on slide two ‘What this tutorial will cover slide’ moved
too quickly across the screen and did not remain on screen long enough to read (AV
Appendix G). In our conversation afterwards she told me that she found interaction
five a little confusing. The learner is asked to type the word question into the chat
box. She thought that it would be best if the learner could type whatever they want.
However, as the software requires that a specified word or phrase is entered, she
recommended that I emphasise the word question using inverted commas.
Angela and Carol did not recommend any specific improvements (Appendix F and
Appendix E).
Positive Feedback
I received some positive feedback from Evelyn, who had previously given technical
support to live online seminar participants. I asked, if in her opinion, the main areas
where learners experienced difficulties were covered. From her experience, she agreed
that they were (AV Appendix H from 26 seconds to 1 minutes 56 seconds).
57
Indirect Observation
I recorded each of the participants testing the tutorial using Silverback – guerrilla
usability software. As explained in Chapter three, this captured the screen and
highlighted mouse clicks, and video recorded the participants’ faces as they watched
and interacted with the tutorial. This added method proved to be very beneficial in
analysing the participants’ reactions to the tutorial. When analysing the screen and
video recordings, I noticed areas where the participants experienced difficulties with the
tutorial, some of which they had not mentioned when asked if they could suggest any
improvements. As much of the tutorial was demonstrative, in analysing the screen
recordings I mainly concentrated on how the participants reacted to the five interactions
in the tutorial.
Evelyn showed some confusion when asked to click on interactive buttons to
proceed to the next sections of the tutorial in interaction one at 1 minute 48 seconds
and interaction three at 3 minutes 55 seconds. In both cases she first tried to click
on the instructive captions pointing at the interactive buttons rather than the buttons
themselves (AV Appendix H).
Maeve’s difficulty with interaction five can also be seen on the screen recording
from 7 minutes 38 seconds to 8 minutes 54 seconds (AV Appendix M).
Carol (AV Appendix K), Evelyn (Appendix H, 7 minutes 54 seconds to 8 minutes,
18 seconds) and Judy (AV Appendix I, 7 minutes 24 seconds to 7 minutes 42
seconds) tested the tutorial on the same day using the same MacBook Pro. This
caused difficulties for Evelyn and Judy when completing interaction five. The
tutorial had not refreshed since Carol had typed in the word ‘question’ and the word
automatically appeared when Evelyn and Judy and came to that section of the
tutorial. This might explain why more participants did not report problems
understanding this interaction as Maeve did. Silverback crashed in the middle of
Úna’s test so we had to restart it. It was not restarted at the right time, so she also
missed interaction five (AV Appendix J).
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Figure 4.2 – Screen Capture Usability Test – Úna
From watching the screen recording I observed that the web-tutorial the no longer
displayed the section in which I demonstrated using the chat facility (AV Appendix A –
slide 18). I am unsure how this feature was lost and I missed it when testing the tutorial
myself.
Validation Meeting
At a validation meeting in DCU on Wednesday 1 June 2011, I presented my web-based
tutorial to my validation group who provided me with some valuable feedback. They
pointed out that I had not included any information on installing software to run WebEx
for the first time, a very important topic for first time users. I had overlooked this when
designing the tutorial, as I had previously used WebEx on the computer I used to record
the web-based tutorial, and had installed the necessary software some time before. They
also suggested that I manage learner expectations by advising learners that they will be
automatically muted when they join an actual live online seminar, and can only
communicate online by using the chat facility. Managing user expectations was
explicitly mentioned in Sharma and Hannafin’s (2007) guidelines for creating a
software scaffold. The group questioned the lack of a table of contents and a direct link
to each of the sections of the tutorial. I had discussed this with my critical friend after
she had watched the tutorial, and had explained that I thought that the flash player
controls would suffice, despite the fact that the literature advised including an
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interactive table of contents to give experienced users more control over content
(Yelinek et al 2007). They also recommended that I remove the image of a video
camera in the video section of the WebEx screen, and replace it with a photograph, as
the video camera image might confuse learners.
4.3.4 Reflect
The evaluation of the web-based tutorial and the data generated made me reflect on my
own practice and whether or not I was developing my values through creating a web-
based tutorial as a scaffolding tool for online learners. I believe that in designing the
web-based tutorial I considered and implemented a number of scaffolding features, as
identified in the literature I reviewed. In that sense, I believe that my value of
scaffolding was developing through this cycle. However, it was apparent from the
feedback received that in a number of ways I was not conscious of and considering
learners’ needs as I had planned to. Empathising with the learners’ difficulties and
frustrations and seeking a way to assist them had been the starting point of this study.
However, the feedback I received in this cycle told me that while I had analysed the
difficulties that previous online learners had experienced, I had overlooked issues that
could confuse and concern first time users. I had also overlooked guidance in the
literature, highlighted by Yelinek et al (2008), for accommodating high prior knowledge
learners and those with advanced IT skills by not including a table of contents. In that
respect I had not truly put myself in the place of the learners I was trying to assist and
had not been ‘sensitive to learner assumptions, needs and differences’ (Sharma and
Hannafin 2007, p.42). By not displaying the objectives for sufficient duration I had not
explicated the cognitive process.
Although I designed the tutorial as a scaffold that could be suitable for a range of
learner ability, my own expert knowledge of the online seminar system led me to
make assumptions in designing the tutorial and negate my value of scaffolding
learners.
I was negating my values as I did not consider that some learners might
experience confusion, frustration and feelings of inadequacy watching the actual
tutorial because I had neglected to give them enough time to read the topics to be
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covered, by not making the interactions as clear as they can be and by not giving
them the tools to efficiently navigate the tutorial.
Reflective journal 6 June 2011 (Appendix I)
I had tried to cater for a range of abilities in my tutorial but realised after receiving
feedback from the pilot and validation groups that I had not been successful in doing
this. While I had developed my value of scaffolding, I had not been considerate of some
learners’ needs.
However on a positive note, by engaging with the participants I have received first-hand
feedback on how I can improve the support offered by the tutorial. This has also
reinforced the value of collaborative learning for me and has shown me once again that
many heads are better than one. In cycle two I have implemented changes in the tutorial,
as advised by the pilot and validation groups’ recommendations, and my own
observations, which I hope will ensure that the web-based tutorial supports learners of
varying ability and experience.
4.4 Cycle Two
4.4.1 Plan
The second cycle began immediately after the first. In the observation phase of cycle
one I had compiled and analysed the suggested improvements from the pilot and
validation groups. In cycle two I planned to implement the improvements suggested by
the pilot and validation groups along with some changes of my own, and evaluate the
tutorial once again.
4.4.2 Act
On the advice of my critical friend Maeve, I removed the animation from the text on
slide two “What will this tutorial cover?”, and slide twenty two, “Leaving an online
seminar”. The text and narration are still synchronised but the points appear earlier and
remain on screen long enough to be read and assimilated. I also reworded the caption
for interaction five to emphasise that the word “question” should be typed in the chat
box by placing the word question in quotation marks and increasing the font size.
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After discussions with my validation group, I decided to add an interactive table of
contents. I also edited the narration on slide 2 “What will this tutorial cover?” to advise
learners that they can skip to the section of their choice by clicking on the relevant entry
on the table of contents on the left hand slide of the screen. I included the table of
contents to cater for high prior knowledge learners who benefit from having more
control over their environment and do not necessarily need a well-structured and
sequential approach to the learning material (Yelinek et al 2008; Shapiro 2007, p34). I
also resized the tutorial so that learners can still see the full screen with the table of
contents added. Taking the advice of my validation group, I added a new slide after
slide eight, that informs learners about installing the software necessary to open WebEx
for the first time on their computer. Again on the advice of my validation group, I edited
the narration in slide twelve to inform learners that they will be automatically muted
when entering the live online seminar. I also replaced the picture of a video camera in
the video panel of the WebEx screen with a silhouette of a person.
I reworded the captions for interactions one, three and four to clarify where learners
should click to proceed to the next section of the tutorial, as when I analysed Evelyn’s
silverback screen recording user test I observed that she was confused as to whether she
should click on the captions or the interactive buttons. On Evelyn’s suggestion, I added
narration to slide eight “Join Meeting”, to specify that the name learners enter into the
name field would appear in a participants’ list in the live online seminar page. I also
clarified that the email address entered does not have to be the one used to order the live
online seminar. On Úna’s recommendation, I inserted a zoom area to slide sixteen “The
Chat Facility”, to magnify the arrow participants have to click if they want to maximise
the chat facility.
Through watching the silverback usability recordings I realised that the demonstration
of typing into the chat box was no longer displayed on slide eighteen of the original
web-based tutorial. I rectified this in the updated version.
This time round I published the web-based tutorial in a .SWF format that could be
placed on a website. I loaded the tutorial onto an ftp server from which it would stream.
I generated an url to the web-based tutorial that could be linked to, or embedded in, a
62
webpage. The web-based tutorial could also be accessed directly by clicking on the link
generated.
Figure 4.3 – Updated Web-Based Tutorial (AV Appendix N)
4.4.3 Observe
The first evaluation was a pilot test so I recruited four new participants for the second
evaluation; my colleagues Joanne, Miriam, Laura and Karen. The group were of mixed
technical ability and Laura is a member of the Institute who had prior experience
participating in live online seminars. Using the data collected from the evaluation, I
planned to establish whether the web-based tutorial was usable and if the participants
considered it to be an effective learning tool. I purposely chose a group with different
levels of technical ability and prior knowledge to establish whether the web-based
tutorial would be suitable for a wide range of learners. By establishing these points, I
hoped to generate evidence that I was learning to scaffold learners and was showing
empathy by being sensitive to learners’ needs. I also emailed a link to the web-based
tutorial, to my critical friend Maeve, who had viewed the first version, to get feedback
on the changes I implemented after the first cycle evaluation.
63
I forwarded the link to the web-based tutorial by email to each participant. Each
participant viewed the tutorial on a different windows personal computer (PC) and the
tests took approximately ten minutes.
I asked the participant group to complete an online questionnaire to evaluate the
usability of the tutorial and their perceived learning. I created the questionnaire on
Survey Gizmo (http://www.surveygizmo.com/) and established that it would take each
participant approximately four minutes to complete. As a pilot, I sent the questionnaire
to a colleague to complete prior to sending it to the participants. I then emailed a link to
the questionnaire to each participant and asked them to complete the questionnaire
directly after viewing the tutorial.
Analysis of Questionnaire Results
The full questionnaire results can be found in Appendix M.
Although I was aware that the participants had different levels of IT skills and prior
knowledge of participating in live online seminars when I requested that they be part of
the test, I wanted to establish this through the questionnaire. The first three
questionnaire statements dealt with the participant’s level of computer skills and their
prior knowledge of participating in a live online seminar. To the statement “I am a
novice computer user” one participant agreed, one disagreed and two were neutral. Of
the four participants only one had previously accessed a live online seminar.
I am a novice computer user
Strongly
Disagree
Disagree Neutral Agree Strongly
Agree
N/A
25% 50% 25%
Table 4.1
I am an expert computer user
Strongly
Disagree
Disagree Neutral Agree Strongly
Agree
N/A
50% 50%
Table 4.2
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I have previously participated in a live online seminar
Strongly
Disagree
Disagree Neutral Agree Strongly
Agree
N/A
25% 50% 25%
Table 4.3
The next set of statements dealt with the usability and design of the web-based tutorial.
Mackey and Ho (2007) highlight high quality audio and visuals as an important web-
usability issue, and all participants either agreed or strongly agreed that both the quality
of the audio and screen recording video was good.
The audio quality of the web-based tutorial was good
Strongly
Disagree
Disagree Neutral Agree Strongly
Agree
N/A
25% 75%
Table 4.4
The screen recording video quality of the web-based tutorial was good
Strongly
Disagree
Disagree Neutral Agree Strongly
Agree
N/A
25% 75%
Table 4.5
Judy from the pilot group had thought that some of the tutorial was paced too slowly.
The participants that evaluated the updated tutorial strongly agreed that the audio and
video were well paced.
The speed of the audio was at an appropriate level of instruction
Strongly
Disagree
Disagree Neutral Agree Strongly
Agree
N/A
100%
Table 4.6
65
The speed of the screen recording video was at an appropriate level of instruction
Strongly
Disagree
Disagree Neutral Agree Strongly
Agree
N/A
100%
Table 4.7
The participants also agreed that the audio and video were well synchronised. Mackey
and Ho (2007) emphasised the importance of synchronised multimedia in their study on
usability and its impact on perceived learning.
The audio and screen recording video of the web-based tutorial were well synchronised
Strongly
Disagree
Disagree Neutral Agree Strongly
Agree
N/A
100%
Table 4.8
I had included captions in the web-based tutorial as I thought that additional textual
prompts and representations would be beneficial to the learners. To evaluate their use
the questionnaire stated “The use of text captions was good” and the “The audio and
text captions of the web-based tutorial were well synchronised”, to which all
participants either agreed or strongly agreed. While these statements evaluated the
usability of the tutorial they were also posed to establish whether the participants valued
a number of representational forms of multimedia being used. The literature claimed
that using a variety of multimedia has a positive effect on learning (Vaughan 2008;
Brandt 1997 as cited by Liaw 2008, p.869).
The use of text captions was good
Strongly
Disagree
Disagree Neutral Agree Strongly
Agree
N/A
100%
Table 4.9
66
The audio and text captions of the web-based tutorial were well synchronised
Strongly Disagree
Disagree Neutral Agree Strongly Agree
N/A
25% 75%
Table 4.10
The participants also agreed that the colour schemes used remained consistent
throughout the tutorial
The colour schemes used in the web-based tutorial were consistent
Strongly
Disagree
Disagree Neutral Agree Strongly
Agree
N/A
25% 75%
Table 4.11
I had concerns about the screen size of the tutorial, as I had to decrease the size of the
screen to accommodate the table of contents. All of the participants either agreed or
strongly agreed that the screen size was optimal for viewing. However each participant
had viewed the tutorial on PCs with a similar specification.
The screen size of the web-based tutorial was ideal for viewing
Strongly
Disagree
Disagree Neutral Agree Strongly
Agree
N/A
25% 75%
Table 4.12
Statements 13 and 14 dealt with learner control. The menu controls and table of
contents allowed learners to randomly access content and interact with content. Zhang
et al (2006) found that students, who completed tutorials that allowed for random
access, achieved better results and reported greater levels of satisfaction than those who
completed linear video courses. Participants were not tested on the content of the web-
based tutorial; however they were asked whether they thought the menu control and
table of contents were convenient features. All participants either agreed or strongly
67
agreed that the menu control was convenient, with the exception of one who found the
menu control statement not applicable. These findings help to establish the usability of
the web-based tutorial by addressing the factors highlighted by Mackey & Ho (2007,
p.394), ‘accessible navigation for play, pause, stop, rewind, and fast-forward’.
Menu control of the web-based tutorial was convenient
Strongly
Disagree
Disagree Neutral Agree Strongly
Agree
N/A
75% 25%
Table 4.13
I had not included an interactive table of contents in the first version of the web-based
tutorial, however through receiving feedback at a validation meeting in DCU, and by
reflecting on the literature I had researched, I decided to include it to cater for
experienced high prior knowledge learners. I cannot prove that it will assist high prior
knowledge learners but all of the participants agreed or strongly agreed that it was a
convenient feature.
The table of contents was convenient
Strongly
Disagree
Disagree Neutral Agree Strongly
Agree
N/A
25% 75%
Table 4.14
Statement 15 moved on to the actual content of the tutorial. It stated, “The content was
easy to understand”. All four participants strongly agreed with this statement indicating
that the content was clear. In designing the tutorial and scripting the narration, I had
aimed to put myself in the position of the learner and explain the procedural steps
involved in participating in a live online seminar clearly and using the learners’ own
language where possible. The following comments were left by participants when asked
if they could recommend any improvements.
No I can't, I thought it was very clear and easy to understand.
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No. well explained.
An additional comment was also included:
It was very clear and would encourage new users to online seminars well done
great job
The content was easy to understand
Strongly
Disagree
Disagree Neutral Agree Strongly
Agree
N/A
100%
Table 4.15
Statements 16 and 17 dealt with the interactive simulations in the tutorial. By including
interactions I hoped to encourage learner content interaction and enhance the learning
effectiveness of the tutorial. In the initial pilot study, both Evelyn and Maeve
experienced difficulties with some of the interactions and I had made some changes to
attempt to rectify this. This time around the participants agreed that the use of
interactions was beneficial and that the screen moved quickly to the next section once
the interactions were complete. One of the participants also left the following comment:
The tutorial was very clear and I liked the use of captions and the way I could
interact with it.
The use of interactive simulations was beneficial, Once the interactions were completed
the next sections displayed quickly
Strongly
Disagree
Disagree Neutral Agree Strongly
Agree
N/A
50% 50%
25% 75%
Table 4.16
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All of the participants strongly agreed that the objectives of the tutorial were clearly
outlined. This was important as the objectives were listed to manage learner
expectations. By clearly stating the objectives and proceeding to cover each section
sequentially, I attempted to make the cognitive process of the tutorial explicit as
recommended by Sharma and Hannafin (2007).
The objectives of the web-based tutorial were clear
Strongly
Disagree
Disagree Neutral Agree Strongly
Agree
N/A
100%
Table 4.17
The next set of statements dealt with the perceived learning effectiveness of the web-
based tutorial. All four participants strongly agreed that the web-based tutorial was
effective in helping them understand how to participate in a live online seminar.
The web-based tutorial was effective in helping me to understand how to participate in a
live online seminar
Strongly
Disagree
Disagree Neutral Agree Strongly
Agree
N/A
100%
Table 4.18
They also strongly agreed that it was an efficient method through which to learn how to
participate in a live online seminar.
The web-based tutorial was an efficient way to learn how to participate in a live online
seminar
Strongly
Disagree
Disagree Neutral Agree Strongly
Agree
N/A
100%
Table 4.19
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The tutorial was designed with the intention that it would be placed on the Institute’s
website so that it could be accessed at will by learners, to clarify any difficulties they
may experience participating in live online seminars. The participants were asked if
they would have to view the tutorial more than once before participating in a live online
seminar. Two of the participants disagreed and two agreed. Figure 4.1 below, shows
the relation these responses had to the statements regarding computer skills and prior
experience participating in a live online seminar.
Figure 4.4 - Questionnaire Findings
The final statement asked if participants would agree that the live online seminar would
reduce the need to contact the Institute for technical assistance. While all participants
agreed with this statement, one of the participants made the following comment:
I have said above that it should reduce the need for contacting the service
provider with technical questions and I do think it should. In my experience
though people are less likely to take the time to go through something and attempt
it themselves if they think it's quicker to just call someone particularly where IT
systems are involved. I think the communication of a tool such as this is also very
1 2 3 4 5
I am a novice computer user
I am an expert computer user
I have previously par9cipated in a live online seminar
I would have to watch the web-‐based tutorial more than once before
par9cipa9ng in a live online seminar
Strongly Agree Strongly Disagree
104 Complete
103 Complete
102 Complete
101 Complete
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important to train people into using it as a first resort but that's something to
consider outside of the web-based tutorial itself.
Watching the web-based tutorial would reduce the need to contact the live online
seminar provider with technical questions
Strongly
Disagree
Disagree Neutral Agree Strongly
Agree
N/A
25% 75%
Table 4.20
Feedback from Critical Friend
I also sent my critical friend a link to the updated tutorial detailing the changes that I
had made and she sent back the following response (Appendix N):
Maeve Hennessy to me
show details 12 Jun (1 day ago)
Hi Elspeth,
I was able to read and had the time to comprehend the text on 'What will this
tutorial cover?', now that the animation has been removed. I found that a great
help.
Although I had not felt it was necessary on my first viewing, I find the new table
of contents very helpful and practical, making this tutorial much more effective
and professional.
I had no difficulty this time following the instructions to type in the word
'question', whereas I had been confused previously, when I thought it must mean
to type in my own or some other question. The changes here really clarify it for
me.
Should the upper half of the new page dealing with installation of software, be
clearer, as it seems a little difficult to see?
Can the page be resized so the top and bottom of the page may be seen at the
same time - especially in order to see where to click, as per instructions?
All in all, it is very clear and well set out. Your voice has a perfect tone for the
job, being crystal clear and pleasant on the ear. The pace both of speech and the
text is just right.
72
Many thanks,
Maeve
Although I was not too concerned that learners would have problems opening the web-
based tutorial, I checked the time it would take to buffer and open on my own home
computer by accessing the URL link I had generated. It took less than twenty seconds to
download and displayed the download progress bar in the interim.
4.4.4 Reflect
The results from the questionnaire and in particular the feedback received from my
critical friend indicated that the changes I had implemented in cycle two improved the
web-based tutorial. By recruiting participants with varied IT skills and prior experience,
I hoped to discover whether the web-based tutorial could suit a range of learners’ needs.
The questionnaire results show that all of the participants found the web-based tutorial
to be usable. However, my critical friend could not view the full screen of the web-
based tutorial without scrolling and she also thought that the software installation
section might have been slightly unclear. So while the questionnaire results indicate that
in terms of usability, I was conscious of and catered for, different learners’ needs, there
are still some areas that I can work on.
The results also indicated that I used the learner’s language as recommended by Nielsen
(1993) as the participants and my critical friend all found the content clear and easy to
understand. I think that I successfully managed user expectations as the participants all
agreed that the objectives of the tutorial were well outlined.
Mackey and Ho (2007) determined that usability had a positive impact on perceived
learning. While I cannot empirically prove this link in my study, the findings from the
questionnaire showed that the participants found the web-based tutorial to be an
effective and efficient way to learn how to participate in a live online seminar. I think
that these findings are evidence that the web-based tutorial contained useful information
and was contextually relevant, which is an important feature of software scaffolds as
highlighted by Sharma and Hannafin (2007).
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Overall, the results of the cycle two evaluation were very positive. Through creating a
usable support, which learners, with different levels of experience and IT skills, agreed
was an effective learning tool, I believe that I was developing and showing my value of
scaffolding. By implementing the recommended changes in order to better suit learner
characteristics and manage learner expectations I believe that I was applying some of
the scaffolding design guidelines as recommended in the literature (Sharma and
Hannafin 2007). By considering and catering for a range of learner needs, I believe that
I was displaying my value of having empathy with learners.
4.5 Reflection on my Research As I was unable to test the web-based tutorial with real users I cannot definitively say
that it will support and scaffold learning. However, the evidence from the two action
cycles indicates that I created an effective learning support for learners having difficulty
participating in Irish Tax Institute live online seminars. On evaluation, the participants
in cycle two found the tutorial clear, easy to understand, usable and an effective
learning tool. While I cannot claim that I have scaffolded learners, I can claim that I am
learning to scaffold. In the design and creation of the web-based tutorial in cycle one
and in the improvements I made to it in cycle two, where possible I implemented my
knowledge of scaffolding along with web-based tutorial design guidelines. I had gained
my knowledge of these topics through reviewing the themes central to this research
project. From this perspective I believe that, through my own research and by creating
the web-based tutorial, I am learning how to scaffold a synchronous online professional
development course.
From my review of the literature, I have asked myself whether the tutorial itself could
be termed a scaffold. The web-based tutorial was not individually tailored for each
learner and as it is not conditioned to automatically fade, under Pol, Volman and
Beishuizen’s (2010, p.274-275) criteria, the tutorial cannot be considered scaffolding.
However, Doering and Veletsianos (2007) did describe a screen capture video as
scaffold in their study. In creating the web-based tutorial, I also considered the theory of
the tutee where possible, and in my initial data analysis I investigated the theory of the
task as recommended by Wood, Bruner and Ross (1976). The findings from cycle two
indicate that participants found the web-based tutorial to be an effective learning tool,
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leading me to assume that it has the potential to help learners to ‘solve a problem, carry
out a task or achieve a goal, which would be beyond his unassisted efforts’ (Wood,
Bruner and Ross 1976, p.90). This type of assistance could potentially assist a learner to
progress from his/her zone of actual development to his/her zone of proximal
development (Vygotsky 1976). When placed on the Institute website the tutorial could
potentially serve as a hard static scaffold as introduced by (Saye and Brush 2002). The
learner would have the choice as to whether it would fade, and once they no longer need
to view the web-based tutorial, the responsibility for the task rests with them.
The collaboration and participation of my colleagues, critical friend and validation
group were instrumental over both cycles. Their views and opinions were invaluable, as
without them I might not have been aware of errors and poor practice on my own part. I
had begun cycle one by investigating the needs and difficulties experienced by learners.
My empathy with online learners, and my desire to educate was in essence the starting
point of the research process. However, on occasion when acting in cycle one; I veered
away from this focus. The research participants’ feedback helped me to reconsider
problems that other learners might experience if watching the web-based tutorial. By
taking on board the suggestions made in cycle one I believe that I made the web-based
tutorial suitable for a wider range of learner needs and zones of proximal development.
Through my research, I believe that I am justified in claiming that I am learning to
scaffold a synchronous online professional development course. My desire to educate
and my empathy with learners were the reasons that I first chose to look for ways to
scaffold and support learners. By investigating learning problems in an effort to better
understand the learners’ needs, I believe that I was guided by my value of empathy. I
believe that I have lived my value of scaffolding through my own learning and research
of the scaffolding literature, and by applying my learning in the design and
implementation of the web-based tutorial.
4.6 Rigour and Validity The triangulation of data collection methods and the inclusion of two action cycles
established rigour in the research. To test the validity and authenticity of the research, I
presented my implementation, the data I collected, and the evidence I had generated, to
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my peer group at a validation meeting held in DCU on 15 June 2011. I outlined how I
believed I was scaffolding learners through my own learning and by creating a web-
based tutorial. I also met with my dissertation supervisor on a number of occasions to
discuss my research and submit drafts of my dissertation. I met with my critical friend,
Maeve on two occasions. She viewed both versions of the web-based tutorial and
offered feedback each time. I also asked her to review the implementation chapter using
the four criteria adapted by Farren (2006, p.102) from Habermas’ framework of social
validity. In her opinion, my account of my learning was comprehensive my value of
scaffolding was revealed in my research (Appendix N).
Is the account of my learning comprehensible?
Yes. I can understand your learning by the theories quoted and witnessing how
you have put these theories into practice - you created the tutorial in accordance
with the stated values of scaffolding and holding empathy with the learner.
Are my educational values clearly revealed and justified?
Very much so ………..It is equally on the value of scaffolding in tutoring – making
it possible for a learner to move from ‘their actual and present zone of
development to their proximal zone of development’ and then, as you say, when
they no longer experience the need for this scaffold, they themselves simply ‘let it
fade’.
I cannot to claim that I influenced the learning of others, as I was unable to involve real
users in the evaluation of the web-based tutorial. However, I hope to place the web-
based tutorial on the Institute’s website soon. I attended a validation meeting with my
colleagues, Úna (Director) and Angela (Senior Manager), on Monday 27 June 2011
(AV Appendix O). In this meeting, I asked for their opinions on the revised web-based
tutorial and they were both very happy with it (start to 1 minute 10 seconds). Úna
thought that the tutorial was ‘very clear and easy to use’. Both were also very happy to
place it on the Institute’s website (one minute 10 second to 2 minutes 30 seconds).
76
Figure 4.5 Validation Meeting with Colleagues
4.7 Conclusion Over the course of two action cycles, I created and evaluated a web-based tutorial,
designed to act as a support and to scaffold learners experiencing difficulties joining and
participating in a live online seminar. The findings of my research suggest that I have
created an effective learning tool that displayed and incorporated some of the key
scaffolding characteristics. Through the creation and evaluation of the web-based
tutorial, I have been able to make my claim to knowledge; I am learning to scaffold a
synchronous online professional development course. In the final chapter of this
dissertation I explain the significance of my research.
77
5 Chapter 4 – Conclusion
5.1 Introduction In this final chapter I will set forth my claim to knowledge and explain the significance
of my research. In my dissertation I asked the question ‘How am I learning to scaffold a
synchronous online professional development course?’ I answered this question through
researching the key conceptual themes of this study and applying what I had learnt in
the design and creation of a web-based tutorial, designed to assist learners, in accessing
and participating in synchronous online professional development courses. In my design
I considered web-based tutorial design and usability guidelines and the key
characteristics of scaffolding that I identified from the literature. By carrying out this
research I intended to improve my own practice and to positively affect the learning of
others through my own learning. I believe that the research I carried out could have a
positive impact on my organisation. My research and professional development has
prompted me to look at other ways in which to improve my practice as a professional
development co-ordinator and in my role facilitating and co-ordinating e-learning
professional development courses. I have included these as suggestions for further
research.
5.2 My Claim to Knowledge In Chapter three, I detailed the implementation of my research. Through two action
cycles I generated evidence of how I was learning to scaffold a synchronous online
professional development course. While my research had originally be guided by value
of empathy and my desire to teach, my value of scaffolding emerged and developed
over two action cycles, as I implemented my research. My research of scaffolding has
shown that static supports such as the web-based tutorial I created may not technically
fulfil the criteria of the scaffolding metaphor originally devised by Wood, Bruner and
Ross (1976). While the literature is at odds as to whether many software supports
should be described as scaffolds, it does recommend guidelines for creating software
scaffolds. Where possible I applied these scaffolding characteristics to the design of the
web-based tutorial. There was evidence of my own learning in my application of the
knowledge I had learned, through my research of scaffolding literature, in the design
78
and creation of the web-based tutorial. While I was unable to evaluate the tutorial using
real learners, findings of the study suggest that I have created a clear tutorial that was
easy to understand. Participants in cycle two also claimed to find the tutorial to be an
effective and efficient way in which to learn about participating in live online seminars.
5.3 Impact on my Personal Development McNiff (2010) highlights the importance of making the implicit explicit in the action
research process. I believe that through the process of reflecting on what I was not
doing in my practice and through discussions at validation meetings, I developed my
self-awareness and self-knowledge along with recognition of my educational values.
While I had not realised it at the time, the focus of my research was underpinned by my
value of having empathy with learners and my desire to educate. Recognition of this in
validation meetings, led me to research scaffolding to discover ways in which to assist
learners experiencing difficulties. It was from this starting point that my value of
scaffolding emerged.
My experience collaborating with others, my colleagues, research participants, critical
friend, DCU classmates and dissertation supervisor was of great significance to both my
personal and professional development. It taught me that so much more could be
achieved through open participation with others.
5.4 Impact on my Professional Development The theory that I have learned through this process has had a positive impact my
professional development. As my role has broadened from professional development
co-ordination to the facilitation and co-ordination of e-learning services, having the
opportunity to research the themes central to my research was very appropriate to my
role and personally rewarding. Online professional development is increasing in
popularity and utilisation. My reading of the literature has shown that it is an effective
means of teaching professionals. However, as explained in Chapter two, care must be
shown to those that might not have prior knowledge, experience or skills in the area of
e-learning or IT. My research has shown me that I must be continually conscious of the
needs of online learners.
79
My research into eAuthoring software and web-based tutorial design guidelines was of
particular benefit to me professionally. I now believe that I have the skills to create
effective and well-designed e-learning artefacts. However, I remain open to new
knowledge and practices.
From a professional perspective my research has enabled me to take the initiative and
broaden my role facilitating and coordinating synchronous online professional
development courses. I have taken responsibility for supporting learners participating in
these courses.
5.5 Potential Significance for my Organisation In my opinion, offering the web-based tutorial to members could enhance the supportive
and educational role of the Institute. In a validation meeting on 27 June 2011 my
colleagues agreed that the web-based tutorial should be made available to members on
the Institute’s website to support their online synchronous professional development.
I believe that by applying my learning in my practice, I can also benefit the Institute.
The Institute is very keen to expand its e-learning services across the professional
development and education service lines. I hope to assist them, by applying what I have
learned about creating e-learning tutorials, synchronous web conferencing and also
through my learning of how to scaffold synchronous professional development courses.
In my opinion, the action research methodology I used was very suitable in the context
of my organisation. The Institute is a forward-looking organisation and is constantly
looking for new ways to improve and change with the times. The transformative
potential of action research means that it is an appropriate method to generate change
and improvement from within the organisation.
My action research also generated a sense of participation and collaboration between
my colleagues and myself. Some were actively involved in initial data analysis and
others in the evaluation stages of my research. In believe that this type of idea sharing
and collaboration could be very positive for the Institute and its staff.
80
5.6 Suggestions for Future Research My research has opened my eyes to the range of learning opportunities offered by
synchronous web conferencing. Currently the Irish Tax Institute offers limited
participation and interaction in live online seminars. My suggestion for future research
would be to include more collaborative, participatory elements into the existing live
online seminar format. The literature informed me that learners, especially those
studying at a distance, could benefit from increased participation, interaction and
collaboration in web conferences (Falloon 2011; Chen, Chen and Tsai 2009; Carbonaro
et al 2008; Schullo et al 2007; Pan and Sullivan 2005). I intend to look for ways to
broaden the application of web conferencing in professional development courses.
81
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A
Appendices Appendix A – About the Irish Tax Institute
Irish Tax Institute
The Irish Tax Institute is the leading representative and educational body for Ireland’s
Registered Tax Consultants and is the only professional body exclusively dedicated to
tax. Our members provide tax expertise to thousands of businesses, multinationals and
individuals in Ireland and internationally. In addition many hold senior roles within
professional service firms, global companies, Government, Revenue and state bodies.
The Institute is the leading provider of tax qualifications in Ireland, educating the finest
minds in tax and business for over thirty years. Our AITI Registered Tax Consultant
qualification is the gold standard in tax education and is renowned for its professional
rigour and depth. The Institute also continues to promote the highest standards
throughout the careers of Registered Tax Consultants through our expert-led
professional development programme.
A respected body on tax policy and administration, the Institute engages at the most
senior levels across Government, business and state organisations.
Representing the views and expertise of our members, we play an important role in the
fiscal and tax administrative discussions and decisions in Ireland and in the EU.
Irish Tax Institute
South Block
Longboat Quay
Grand Canal Harbour
Dublin 2
Tel.: +353 1 663 1700
E-mail: [email protected]
Web: www.taxinstitute.ie
B
Appendix B – Extracts from MNA Survey 2011 (Full survey is confidential but available on request)
B
C
Appendix C – Extracts from MNA Survey 2010 (Full survey is confidential but available on request)
D
Appendix D – Questionnaire Strongly
Disagree
Disagree Neutral Agree Strongly
Agree
N/A
1. I am a novice
computer user
2. I am an expert
computer user
3. I have previously
participated in a live
online seminar
4. The audio quality
of the web-based
tutorial was good
5. The speed of the
audio was at an
appropriate level of
instruction
6. The screen
recording video
quality of the web-
based tutorial was
good
7. The speed of the
screen recording
video was at an
appropriate level of
instruction
8. The audio and
screen recording
video of the web-
based tutorial were
well synchronised
9. The use of text
captions was good
D
10. The audio and
text captions of the
web-based tutorial
were well
synchronised
11. The colour
schemes used in the
web-based tutorial
were consistent
12. The screen size of
the web-based
tutorial was ideal for
viewing
13. Menu control of
the web-based
tutorial was
convenient
14. The table of
contents was
convenient
15. The content was
easy to understand
16. The use of
interactive
simulations was
beneficial
17. Once the
interactions were
completed the next
sections displayed
quickly
18. The objectives of
the web-based
tutorial were clear
D
19. The web-based
tutorial was effective
in helping me to
understand how to
participate in a live
online seminar
20. The web-based
tutorial was an
efficient way to learn
how to participate in
a live online seminar
21. I would have to
watch the web-based
tutorial more than
once before
participating in a live
online seminar
22. Watching the
web-based tutorial
would reduce the
need to contact the
live online seminar
provider with
technical questions
22. Can you recommend any improvements to the web-based tutorial?
23. Have you any other comments about the web-based tutorial?
E
Appendix E - Plain Language Statement
E
F
Appendix F - Informed Consent Forms
G
Appendix G - Finance Bill 2011 Seminar
G
H
Appendix H - Revenue Audits and Revenue Powers Seminar
2010
I
Appendix I - Reflective Journals Sunday 5 December 2010
Last edited: Sunday, 5 December 2010, 06:50 PM
Over the past couple of days I have been re-evaluating my research project and I
suppose I've done a complete 180 really.
First of all I mentioned my idea to two colleagues in work. They weren't in anyway
negative about the idea but had reservations about involving members directly. My
manager recommended that I draft a proposal to give to my director but their reaction
planted some seeds of doubt.
I also began reading up on Case Studies methodology and the concerns about the
validity of the methodology worried me. My other main concern was selection of
participants, (Peter sort of echoed a similar issue in his talk on Wednesday night). I
would be limited in the number of participants I could use to gather evidence in my
study and as I would be familiar with most people who order online seminars at this
stage would be really tempting and easiest to contact people that I already have a
relationship with but would that lead to bias?
Anyway, I began reading more about Action Research in Jean McNiff's publication and
began to think about how I could use action research in my own practice.
I think that although I understood the principles of action research, I didn't really
understand as I didn't think that I could do it myself. That probably sounds a bit
ridiculous since all along we have been told that action research is not just for
academics and that any practitioner can conduct action research. However I think my
problems understanding and believing that I could engage in some action research was
really because I did not recognise and respect my practice and my role as a practitioner.
It seemed to be more the remit of those who actually teach - a really worthy profession.
Reading Jean McNiff's book though has made me realise that action research is about
improving your practice and justifying yourself as a professional. That led me to
conclude that the way for me to recognise and respect my practice is to improve it.
My ideas are still a bit wishy washy here though.
I
I began to think about how I can improve e-learning in my workplace. As I have
mentioned in previous journals, a lot of the time in work for me involves reaction to
external events rather than action and reflection. A constant stream of deadlines. We
haven't been quite as busy this last few weeks so it has given me the opportunity to
catch up and to think about our services. Our e-learning online seminars have been in
place for over a year now but I think the system by which users access the online
seminars and in particular, how they are instructed to access the online seminars isn't
great. There are short instructions on the website but we really rely on emailing people
individually with lengthy access details after they have purchased an online seminar.
We will be introducing a new website in the new year and I have drafted more detailed
instructions for an online seminar Q&A session. It had been mentioned ages ago about
the possibility of creating an online demonstration about online seminars. I was thinking
of creating two detailed instructive online demonstrations using screen recording
software. The first would explain exactly how one accesses a live online seminar and
how they can interact with the speaker. the second would show people how they can
access an on-demand online seminar. It is quite a small project. Alternatively I could
create one detailed demonstration that incorporates all parts but also gives people the
option to jump to the section that interests them. I think that creating something like this
would really improve the service and being a multimedia e-learning tool itself, it would
from the outset familiarise people with learning online. I am also conscious that we
have more or less moved classroom content directly online without giving much
thought to a sustainable online learning environment. There are also other areas that I
could concentrate on: sourcing a better technology through which to stream live events.
The aim would be to improve the quality of the online seminar service. We are currently
using webex but it has it's limitations.
Another option would be to introduce an assessment system that must be completed
after attending an on-demand online seminar. We currently don't have anything like this
in place.
However I think the most doable at the moment would be the creation of an online
demonstration. I will first get some feedback from within the workplace to see if this is
a good idea. I will also look for more ways to improve the service by looking back at
feedback forms that were completed by those who attended online events over the last
couple of months.
I
Saturday 11 December
How do I encourage participation and improve the accessibility and usability of online
seminars provided for tax professionals engaging in continuing professional
development through the creation of an instructional "how-to" interactive screen
recording?' At the moment I am getting increasingly frustrated trying to finalise my
research statement. I feel like I'm going around and around in circles. I am fairly clear
on what I want to do but I cannot seem to be able to concisely convey it. It may be that I
have not yet read enough to be able to clearly articulate my question. As you can see
from the question above, it is too wordy and I believe is not written in plain language
that does not link to the central themes my research.
I am going to try to make things clearer in my own head by using Jean McNiff's steps
for "How do I do Action Research?'
What is my concern? I am concerned that the implementation of e-learning in my
organisation has mainly involved directly placing classroom content online through use
of online seminars. Although online seminars are a means of engaging in CPD which
can be argued to be self-directed learning in some respects, I do not believe that the
learners have been adequately assisted and facilitated.
Why am I concerned? I do not believe that we are providing the best service we can. I
do not think that learners are getting the most from their online learning
experiences. How can I show the situation as it is and as it develops as I take action?
Feedback from learners. Screenshots of current info available on our website about
online seminars. How people are instructed to access online seminars and get the most
from their learning experience. What can I do? I hope to begin to rectify this by
creating an interactive screen recording presentation (that may or may not include
video) that would tell learners what online seminars are and instruct them on how to
purchase and then obtain access to online seminars and how to get the most from the
experience. For e.g in live online seminars, how to use the chat facility, download
course materials etc etc. To make the e-learning environment it more easily accessible
and to improve usability by giving instruction on how to best utilise the online learning
environment in different types of media.
I
I would hope to draw on constructivist learning, the instructional video would be
interactive in that learners could refer to different 'chapters' to search for answers and
instruction on the area of their choice. For example, someone might know how to buy
an online seminar but doesn't know how to use the chat facility so they can skip ahead
to that part. I am worried that my concern or rather my way of addressing my concern
is not good enough. Is the idea too simple? However as action research is a cyclical
progress I think that my worries in this regard could be dealt with further along in the
process. Ok, after going through all of that, I can identify that my concern is how do I
adequately facilitate e-learning for adult learners (tax professionals) engaging in online
continuing professional development so here's another stab at a research question: How
can I better facilitate learning for tax professionals attending continuing professional
development online seminars? How can I better facilitate learning for tax professionals
attending continuing professional development online seminars by creating an
instructional interactive multimedia presentation? I am unsure whether I should
mention the the interactive presentation specifically in the title or does this tie me down
too much?
Sunday 8 May 2011
My choice of research question is intrinsically linked to my educational values and my
decision to begin to live by them.
It has taken a lot of thought and reflection to identify my educational values. At times I
have felt as if maybe I don’t have any. I believe that is because I have not been living
them in my day-to-day work as a professional development co-ordinator. In fact day-to-
day pressures and stresses have at times buried them.
From examining my thoughts, feelings and opinions and reflecting on my views of
education, which I have to some extent always had, I was able to re-identify my
educational values.
I believe that education can set you free. Education can provide the right tools,
knowledge and supports to progress, learn for yourself and achieve things you never
before thought you could.
I
I believe that educators should provide supports or scaffolds for learners to assist them
to learn basic skills and solve initial problems so that they can progress to the next step
and begin to learn for himself or herself in a self-directed capacity.
No learner should feel incompetent, inadequate or unable to learn. Adequate support
should be given to raise learners to the stage where the have an equal chance to progress
as independent confident learners in their own right. This also involves my views on
inclusivity. I believe that anyone can learn. Age, social standing, gender and previous
misconceptions should not inhibit learning or giving someone the opportunity to learn.
Finally from a personal perspective, I believe that educators should give their very best.
Although circumstances can make this difficult at times, educators have to strive to
excel within their own capabilities.
Whitehead recommends that you look at what you are not doing to realise your
educational values. By examining my role in the workplace I have been able to identify
the areas in which I feel I am not living up to my values. In this sense I believe that I am
a living contradiction but would like to begin to remedy this.
On reflection I realised that my position within the organisation, a professional
development co-ordinator, made me question my right to ascribe to any educational
values. I am technically not an educator in my workplace. I organise seminars,
conferences and workshops but my role is purely in an administrative and
organisational capacity and I am not directly involved in educating the course
participants. However, my role has expanded in that I am now responsible for web
conferencing live classroom events and administering the professional development e-
learning initiatives.
Web conferencing is offered as a cost-effective, convenience alternative to attending
classroom events. From examining the web conferencing facility offered to participants,
I identified a number of areas that I was not happy about and which I felt were not true
to my values.
I
For the most part participants choose to attend live online events because they are
cheaper and it means they will not have to travel and spend time out of the office.
Results from a member survey analysis supported this view. It was evident from
feedback received from online participants and the numbers of support calls received
from participants attempting to access live online events that some who choose to attend
online were not very technically skilled and had little or no experience using web
conferencing technologies.
Many had difficulties initially joining the meeting. Others could join but had difficulties
with sound, while others who successfully joined could not use the chat facility to
interact and pose questions for the presenter.
This led to participants feeling frustrated after having a negative experience. It is my
fear that negative experiences such as these, caused by lack of experience, technical
incompetence and lack of sufficient initial supports and training will negatively impact
the effectiveness of the web conferencing facility as a learning tool. It may also result in
learners not participating online again. Their confidence may well have taken a knock
and they may feel that this is something they cannot do. This would be a terrible shame
as my literature review shows, web conferencing used correctly can be a powerful and
effective learning tool.
I propose that if the correct scaffolds are put in place participants can reach a level
where they can take full advantage of the web conferencing software. They will be
given the skills to enable them to progress and become empowered, encouraging their
self-directed online learning initiatives.
Participants currently receive an email instructing them on how to join a live online
seminar or conference. It is also informs them to use the chat facility to pose any
questions they might have for the presenter. The email includes a link to a WebEx test
to ensure they have the necessary system requirements to join a WebEx meeting. It also
includes details of a support number to contact if they experience any difficulties.
However these emails do not seem to give sufficient direction as continued calls to the
support number and post-event survey feedback indicate.
I
To remedy this I propose to create an online tutorial, which will demonstrate how a
participant joins a live online event, how they test their audio, navigate within the
WebEx page and how to use the chat facility to interact. My aim is that through learning
to create an effective tutorial and making it available for participants I can teach them
the base skills necessary to get the most from their online experience. Through making
this small change and attempting to improve the current situation I aspire to begin to
live by my educational values.
Saturday 14 May 2011
I’ve been familiarising myself with Captivate again today to learn the basic functions to
create my WebEx (ITI live online seminar tutorial). The tutorial will consist of a series
of slides and screen recordings with audio and simulations. I intend to use the tutorial as
a scaffold to assist learners participating in WebEx online seminars. It is my hope that
demonstration and simulation will help learners to become familiar and confident using
WebEx software so that they can then concentrate on the content being delivered.
This journey learning how to use Captivate has put me in the position of the learners I
am trying to help. It illustrated how online screen recording tutorials can assist learners
to learn about new software and how to use.
I would consider myself to be quite proficient using software and would generally find
it easy to quickly pick up the new skills necessary to successfully navigate and operate
unfamiliar software. I would generally explore the software myself testing out the
different functions until I figure out how to use it. However, I had never used Captivate
before and as I mentioned in a previous journal, I found it quite difficult to use and
impossible to intuitively know what functions to use or buttons to press to get it to do
what I wanted. I had in fact hit a brick wall that I could not get over without some
outside assistance.
I began by searching for adobe captivate tutorials. The first few I accessed were screen
recordings with simulations with no audio. At fist I found these hard to follow. I then
search for more tutorials and found an adobe channel on YouTube. This channel
contained screen recordings with simulations, captions and audio.
I
Watching these tutorials really helped me to understand how to use Captivate and
straight away afterwards I could successfully add a new slide, text caption, text insert
box and click box. They raised my understanding and knowledge to a much higher level
that I would not have been able to achieve otherwise (Or if I did it would have taken a
much longer time using trial an error approach). I still have some way to go to
competently create my tutorial but I believe that I am now on the right track and have a
basic understanding of how Captivate works.
I also think that my own learning process has helped me to appreciate how effective an
online tutorial can be to raise your learning to the next level.
I personally get very frustrated when I can’t understand something or learn something
new. So I love that feeling of getting of sudden understanding of a topic when someone
or something helps you to learn and understand in way that you could never possibly
achieve yourself. It is like a sitting in dark room and someone turns on the light. I would
like to be the cause of someone else achieving that understanding of a topic.
Monday 6 June 2011
My reflections on cycle one. Although I designed the tutorial with as a scaffold that
could be suitable for a range of learner ability, my own expert knowledge of the online
seminar system led me to make assumptions in designing the tutorial and negate my
value of scaffolding learners.
I decided to use animated text on the “what will this seminar cover” screen as I thought
it would be a good design feature. However I did not consider that learners who were
completely unfamiliar with live online seminars and who were drawn to the written
word would appreciate it if the text remained on the screen for longer. I also ignored
the design guideline that states that the objectives of the tutorial should be plainly
outlined at the beginning of the course. While the narration dealt with the guidelines, I
did not consider those who prefer the written word.
I discussed using a table of contents with my CF after she had watched the online
tutorial. At the time I argued that the tutorial is too short to merit the use of a table of
contents. I also put forward this view to my supervisor and critical classmate at a
supervisor meeting.
I
However on reflection, I read back over the literature where it specified that giving
learners the opportunity to navigate the tutorial as they require increases learner
satisfaction. It became apparent that I had not catered for the more experienced learner
who wanted to easily navigate to the section that interested them.
I also did not consider that learners would not know that the name they entered into the
Join Meeting page would be displayed on a participants’ list when they entered the live
online seminar or that they might experience some confusion as to which email address
to enter. I also did not realise that some of the captions designed to assist learners with
the interactions might actually confuse them.
I was negating my values as I did not consider that some learners might experience
confusion, frustration and feelings of inadequacy watching the actual tutorial because I
had neglected to give them enough time to read the topics to be covered, by not making
the interactions as clear as they can be and by not giving them the tools to efficiently
navigate the tutorial.
Saturday 11 June 2011
I have been re-reading the first drafts of my methodology & literature review chapters.
In my literature review chapter particularly I noticed sections that I was not happy with.
The structure of many sections was poor. I had been trying to get a point across but got
bogged down with all the literature and did not succinctly articulate the original point I
had originally planned to make. Feedback from my supervisor really helped me to
realise this. She advised that I shorten some sections and I realised that sentences that I
had thought were important were actually needless.
I really value having the opportunity to critically review what I have written. In order
that I do not make the same type of mistakes again I will have to give myself enough
time to go back over what I have written in future. That was I hope to ensure that I have
not overdone it with quotes and sections from the literature. I’ve realised that too many
inclusions confuse the point I’m trying to make. It is important to take a step back and
critically assess whether I am being clear in my writing. It is a skill that I will have to
work on however.
I
Monday 13 June 2011
Reflection on Cycle two of my implementation
To establish rigour in my study I decided to ask a new set of participants to test the
improved tutorial and complete a questionnaire to evaluate usability and their perceived
learning. I thought it important to test both those with a high, medium and low level of
IT ability. Both the usability and perceived learning rated very high across the board.
However, how does that effect whether or not the tool will serve as an effective
software scaffold and how do I determine that it does?
As became apparent through reading the literature there are a number of parallels
between designing an effective web-based tutorial and designing an effective software
scaffold. I intend to analyse the data from the questionnaire and link it back to the
usability and other design features and the primary objectives of the tutorial. Through
doing this I hope to establish whether the tutorial follows the design guidelines of an
effective software scaffold.
With this done though, I will have to considere the fact that the scaffold will be static.
While I attempted to cater for a range of learner ability through the use of the table of
contents there will be no ongoing diagnosis or fading, characteristics that are said to be
key in discerning a scaffold from a support. There is some support in the literature for
the use of static scaffolds (Doering & Veletsianos 2007) but this is a contentious
viewpoint. Puntambekar and Hübscher (2005) recommend that you account for the lack
of fading in online environments by introducing a number of scaffolds or creating a
multi-scaffolded environment from which scaffolds can be removed when no longer
needed. They also recommend the inclusion of multiple scaffolds to suit the varying
needs and developmental levels of the students. This web-based tutorial is the first such
support or scaffold to be introduced to learners in the Institute. We do not yet have a
learning management system in the Institute although it will likely be introduced for
AITI & TMITI students soon and if so members may also be given access. That may be
the opportunity to introduce a multi-scaffolded environment.
Another way to look at it may be to view the web-based tutorial as a support with a
number of scaffolding features designed to help different learners.
I
For instance use of multi-media to represent information in a number of ways could be
considered scaffolding for different types of learners. The captions highlight features
mentioned in the narration but some viewers may need to have them pointed out.
Thinking about this more the tutorial itself is probably too small with too little content
to contain scaffolding features so it would probably be best placed as one scaffold
among many in a multi-scaffolded environment.
The issue of self-directed learning also has to be considered. Professional development
is not prescribed for professionals. Courses are run and books are published but the
onus is on the professional to choose what courses to attend, what publications to read
and when to do it. The level of involvement with CPD learners is not enough to give
and take away learning supports. The structure is just not there. In Doering and
Veletsian’s (2007) study the scaffold they used were static and it was up to the student’s
themselves whether on not to use them. Saye and Brush (2002) also utilised static
scaffolds that could be accessed by learners whenever they wanted. They found that
while useful, some learners would not seek out and access the scaffolds and
recommended a mix of static and dynamic scaffolds be used. However the studies
above referred to college student and school students respectively. Can they compare
with a professional development system?
I think that this is something that I will have to discuss with my validation group as I
cannot clarify the issues by myself and need to step away.
J
Appendix J - Live Online Seminar Email Feedback Forms
Finance Bill 2011
J
J
J
J
J
Revenue Audits and Revenue Powers 2010
J
J
J
K
Appendix K - Live Online Seminar Email Feedback
L
Appendix L - List of Captivate Slides (version two) and Web-
based Tutorial Interactions Captivate Slides
Slide 1 – Title
L
Slide 2 – What does the tutorial cover?
Slide 3 – The control bar
L
Slide 4 – Start the tutorial
Slide 5 – Email
L
Slide 6 – Joining a live online seminar 1
Slide 7 – Joining a live online seminar 2
L
Slide 8 –Joining a live online seminar 3
Slide 9 –Installing software
L
Slide 10 – Computer headset
Slide 11 – Computer headset
L
Slide 12 – Computer headset
Slide 13 – Computer headset
L
Slide 14 – Live online seminar screen
Slide 15 – Navigating the live online seminar screen
L
Slide 16 – The chat facility – opening chat facility
Slide 17 – The chat facility – message from Institute facilitator
L
Slide 18 – The chat facility – type question into chat box
Slide 19 – The chat facility – question displayed on chat record
L
Slide 20 – The chat facility – closing panel
Slide 21 – Leaving the live online seminar – close page
L
Slide 22 – Leaving the live online seminar
Slide 23 – End – contact details
L
Interaction list:
Interaction 1: Click on Start Tutorial Button
Interaction 2: Click on URL link to Join Live Online Seminar
Interaction 3: Click on Join now button
Interaction 4: Click on Call using Computer
Interaction 5: Type the word ‘question’ into the chat facility
M
Appendix M - Questionnaire Results
1 2 3 4 5
I am a novice computer user
I am an expert computer user
I have previously par9cipated in a live online seminar
The audio quality of the web-‐based tutorial was good
The speed of the audio was at an appropriate level of instruc9on
The screen recording video quality of the web-‐based tutorial was good
The speed of the screen recording video was at an appropriate level of
The audio and screen recording video of the web-‐based tutorial were well
The use of text cap9ons was good
The audio and text cap9ons of the web-‐based tutorial were well
The colour schemes used in the web-‐based tutorial were consistent
The screen size of the web-‐based tutorial was ideal for viewing
Menu control of the web-‐based tutorial was convenient
The table of contents was convenient
The content was easy to understand
The use of interac9ve simula9ons was beneficial
Once the interac9ons were completed the next sec9ons displayed quickly
The objec9ves of the web-‐based tutorial were clear
The web-‐based tutorial was effec9ve in helping me to understand how to
The web-‐based tutorial was an efficient way to learn how to
I would have to watch the web-‐based tutorial more than once before
Watching the web-‐based tutorial would reduce the need to contact the
Strongly Disagree Strongly Agree
Ques&onnaire Findings (Likert)
104 Complete
103 Complete
102 Complete
101 Complete
M
Summary of Questionnaire Findings
Strongly
Disagree
Disagree Neutral Agree Strongly
Agree
N/A
1. I am a novice
computer user
25% 50% 25%
2. I am an expert
computer user
50% 50%
3. I have previously
participated in a live
online seminar
25% 50% 25%
4. The audio quality of
the web-based tutorial
was good
25% 75%
5. The speed of the
audio was at an
appropriate level of
instruction
100%
6. The screen
recording video
quality of the web-
based tutorial was
good
25% 75%
7. The speed of the
screen recording video
was at an appropriate
level of instruction
100%
8. The audio and
screen recording video
of the web-based
tutorial were well
synchronised
100%
9. The use of text
captions was good
100%
10. The audio and text
captions of the web-
based tutorial were
well synchronised
25% 75%
M
11. The colour
schemes used in the
web-based tutorial
were consistent
25% 75%
12. The screen size of
the web-based tutorial
was ideal for viewing
25% 75%
13. Menu control of
the web-based tutorial
was convenient
75% 25%
14. The table of
contents was
convenient
25% 75%
15. The content was
easy to understand
100%
16. The use of
interactive simulations
was beneficial
50% 50%
17. Once the
interactions were
completed the next
sections displayed
quickly
25% 75%
18. The objectives of
the web-based tutorial
were clear
100%
19. The web-based
tutorial was effective
in helping me to
understand how to
participate in a live
online seminar
100%
20. The web-based
tutorial was an
efficient way to learn
how to participate in a
live online seminar
100%
M
21. I would have to
watch the web-based
tutorial more than
once before
participating in a live
online seminar
50% 50%
22. Watching the web-
based tutorial would
reduce the need to
contact the live online
seminar provider with
technical questions
25% 75%
23. Can you recommend any improvements to the web-based tutorial?
No I can't, i thought it was very clear and easy to understand.
No. well explained.
24. Have you any other comments about the web-based tutorial?
It was very clear and would encourage new users to online seminars well done great job
The tutorial was very clear and I liked the use of captions and the way I could interact with it.
I have said above that it should reduce the need for contacting the service provider with technical
questions and I do think it should. In my experience though people are less likely to take the time to go
through something and attempt it themselves if they think it's quicker to just call someone particularly
where IT systems are involved. I think the communication of a tool such as this is also very important
to train people into using it as a first resort but that's something to consider outside of the web-based
tutorial itself.
well explained.
N
Appendix N - Correspondence with Critical Friend Elspeth Hennessy <[email protected]>
11 June 2011 14:50
http://www.irishtaxationinstitute.ie/Participating%20in%20a%20Live%20Online%20Seminar%20
Tutorial%20Version%20version%203%202%20resized/Participating%20in%20a%20Live%20O
nline%20Seminar%20Tutorial%20Version%20version%203%202resized.htm
Hi,
Here's a link to the web-based tutorial with the changes recommended by participants
implemented. The changes that I put through are as follows:
1. I removed the animation from the text on the “What will this tutorial cover?”
screen. Each point still appears as the narration begins but appears all together and
remains until the end of this section. I also did this in the “Leaving an online seminar”
screen
2. I added a table of contents and edited the narration on the “What will this tutorial
cover?” screen to advise learners that they can skip to the section of their choice by
clicking on the relevant entry on the table of contents on the left hand slide of the
screen.
3. I resized the tutorial so that learners can still see the full screen with the table of
contents added.
4. From analysis of the screen recordings, I reworded the captions for interactions
1, 3 & 4 to clarify where learners should click to proceed to the next section of the
tutorial. After receiving feedback from P4 I also reworded the caption for interaction 5
to emphasise that the word “question” should be typed in the chat box by placing the
word question in quotation marks and increasing the size of the word question.
5. I added in narration in the Join Meeting section to specify that the name
learners enter into the name field will appear in a participants’ list in the live online
seminar page. I also clarified that the email address entered does not have to be the
one used to order the live online seminar.
6. I added emphasis to the control to click when maximising the chat facility by
inserting a zoom area.
7. I added a new section dealing with the installation of software if this is the first
time accessing a live online seminar.
8. I edited the narration in slide 12 to inform learners that they will be automatically
muted when entering the live online seminar
N
Would you mind having a look and sending on any feedback you might have?
Thanks,
Els
_____________________________________________________________________________
Maeve Hennessy <[email protected]>
12 June 2011 20:32
To: Elspeth Hennessy <[email protected]>
Hi Elspeth,
I was able to read and had the time to comprehend the text on 'What will this tutorial cover?',
now that the animation has been removed. I found that a great help.
Although I had not felt it was necessary on my first viewing, I find the new table of contents very
helpful and practical, making this tutorial much more effective and professional.
I had no difficulty this time following the instructions to type in the word 'question', whereas I had
been confused previously, when I thought it must mean to type in my own or some other
question. The changes here really clarify it for me.
Should the upper half of the new page dealing with installation of software, be clearer, as it
seems a little difficult to see?
Can the page be resized so the top and bottom of the page may be seen at the same time -
especially in order to see where to click, as per instructions?
All in all, it is very clear and well set out. Your voice has a perfect tone for the job, being crystal
clear and pleasant on the ear. The pace both of speech and the text is just right.
Many thanks,
Maeve
[Quoted text hidden]
____________________________________________________________________________
N
Elspeth Hennessy <[email protected]>
12 June 2011 20:57
Draft To: Maeve Hennessy <[email protected]>
Thank you very much for the feedback
Maeve Hennessy <[email protected]>
27 June 2011 07:40
To: Elspeth Hennessy <[email protected]>
Hi Elspeth,
Sorry for delay in feedback. Well done on your tutorial and also the implementation chapter,
setting out your values and how these are implemented in the tutorial. As an adult literacy tutor,
working in adult basic education, I share your values of empathy (Rogers and Maslow) and
philosophy of social constructivism, in which scaffolding (Vygotsky) is an essential part of the
learning process, taking into account and facilitating multiple intelligences (Gardner) and
individual learning styles (Kolb and Fry) - also the level of prior knowledge and learner
experience and building on these, for the purpose of independent, self-directed learning. In the
various modules for my training, I have learned of the theories of Kolb and Fry, Gardner,
Vygotsky, Carl Rogers and Abraham Maslow and see them all put into practice here, in the way
you have implemented your online tutorial: firstly, in the manner you created it - a very clear,
easy to follow, step-by-step approach and secondly, in your process of looking for fruitful
feedback and then acting accordingly, making changes in the tutorial to facilitate each
individual's separate needs. This response is underpinned by respect and empathy for
the individual learner and his or her requirements and shows your values very clearly.
I have taken some of your writing and quoted below, with my responses.
Kind regards,
Maeve
Is the account of my learning comprehensible?
Yes. I can understand your learning by the theories quoted and witnessing how you have put
these theories into practice - you created the tutorial in accordance with the stated values of
scaffolding and holding empathy with the learner.
Is there sufficient evidence to justify the claims being made?
N
Plenty – 1)evaluations, questionnaire, critical friend. 2)Reading of specific difficulties ironed out
and problems being solved for the individual learners, representative of the multiple learner.3)all
based on sound academic sources e.g. Bruner, Ross, Vygotsky
Are my educational values clearly revealed and justified?
Very much so – the stress is very obviously on empathy and sensitivity towards the learner and
his individual needs, style of learning and ability/level of computer literacy. It is equally on the
value of scaffolding in tutoring – making it possible for a learner to move from ‘their actual and
present zone of development to their proximal zone of development’ and then, as you say,
when they no longer experience the need for this scaffold, they themselves simply ‘let it fade’.
The values are based on solid academic foundations guided by the relevant theorists, whose
teaching underpins your work. They are justified in the practical sense, in that the multiple
learner is facilitated to learn more effectively (see proofs in previous para) which shows they
actually work (behaviourist) and justified ethically, as they uphold the right of each individual to
access the education necessary and relevant to him, regardless of prior knowledge or personal
circumstances.
Is there evidence of my learning in the learning of others?
I believe there is. This socially constructivist tutorial, created through the values of empathy and
scaffolding and tailored to individual needs, makes it possible for the individual learner to
understand and navigate an online seminar – see all the earlier proofs cited e.g. evaluations
etc. – again catering for various learning styles, levels of computer literacy/prior knowledge and
of confidence.
The only change I would tentatively suggest, as a tutor in basic education, who regularly
encourages my learners to make honest evaluations of their classes, so they may constantly be
improved for the benefit of all, is in the first open-ended question. I should make it even more
open-ended by asking the student to 'identify or name one or two changes you would make, if
any, in this work, for the benefit of the individual learner'. I would prefer not to give them too
easy an opportunity to answer 'No.'