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Effective Learning

Explained by Chris


Contents
Abstract

1 Literature

2 The theory of Sweller and Chandler

9 Hot links


Abstract
Sweller and Chandler show how more efficient instructional designs can be gained from the analysis of cognitive load (intrinsic and extraneous).

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1 Literature
Sweller and Chandler 1994
John Sweller and Paul Chandler: Why Some Material Is Difficult to Learn.
In: Cognition and Instruction, 1994, 12 (3), 185-233.
Lawrence Earlbaum Associates, Inc.

Sweller and Chandler 1991
John Sweller and Paul Chandler: Evidence for Cognitive Load Theory
(French translation/abstract by Cyril Roiron 1997)

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2 Sweller and Chandler: The cognitive load theory
Assumptions and suggestions # Assumption 1

The major learning mechanisms when dealing with higher cognitive activities are:
- schema acquisition
- automation

The two mechanisms help to circumvent our limited working memory and emphasize our highly effective long-term memory.

# Assumption 2

Beacuse our working memory is limited, we have a hard time to assimilate multiple elements of information simultaneously.

# Assumption 3

But under conditions where multiple elements of information are interacting, we have to assimilate them simultaneously, in order to learn them together.

# Assumption 4

Material with a high level of element interactivity produces a heavy cognitive load.

# Assumption 5

Causes of high levels of element interactivity and their associated cognitive loads may be:
- the intrinsic nature of the material being learned,
- the method of presentation of this material.

# Assumption 6

Cause of a heavy extraneous cognitive load may be:
- the instructional design.

The extraneous cognitive load does not disturb as long as the intrinsic element interactivity and consequent cognitive load are low - but is critical, as soon as we have to learn with intrinsically high element interactivity materials.

Suggestions

Sweller and Chandler suggest their way to classify our difficulties in assimilating information:

# natural origins (determined by the nature of the materials);
# artificial sources, can be reduced by instructional manipulations.

To deal with these difficulties they suggest specific procedures and support their instructional design with empirical data.

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Schemas and automation relieve or bypass working memory Some relations among long-term memory, working memory, schema acquisition, and automation

The main source of intellectual skill is the long-term memory. See the studies of expert-novice differences: De Groot's, 1965; Sweller & Cooper, 1985; Jeffries, Turner, Polson & Atwood, 1981; Egan & Schwartz, 1979.

Our limited working memory allows to deal with no more than about 7 items of information at a time (Miller, 1956), or even less (Simon, 1974).

We reduce the burden of cognitive load in the working memory by:
- schema acquisition,
- transfer from controlled to automaic processing.

A schema is a cognitive construct that organizes information according to the manner in which it will be dealt.
Examples:
- Problem-solving schema: categorizes problems according to the solution mode.
- Text-reading schema: organizes information according to its meaning.
- Animal-recognizing schema: categorizes according to typical aspects.

As soon as we have built up a tree schema in our long-term memory, we do not have to store the immense detail of information presented by a tree. Such a load would overwhelm our working memory.

Automation allows cognitive processes without conscious control. A schema will become automated after considerable practice.

The learning mechanisms schema acquisition and automation use material stored in long-term memory to reduce the burden on working memory.

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High element interactivity leads to heavy cognitive load Element interactivity as an intrinsic source of cognitive load

Learning some vocabulary of a second language asks for a low cognitive load, because many words can be learned in isolation from the other words (not always true, C.).
But acquiring language syntax demands a high cognitive load, because the syntactic and semantic relations only can be learned in interaction with each other.

Learning difficulty is a function of the number of elements that must be learned simultaneously.
Complexe units of many connecting elements impose a heavy cognitive load - and are difficult to learn.

The degree of interactivity of the elements varies from one subject matter to the next.
Example: Learning to multiply out the denominator in
a/b = c, result: a = cb
is a large, indivisible unit with elements that must be assimilated as a whole.
This algebra task show a high degree of interactivity with a large cognitive load.

Greater element interactivity means heavier cognitive load. See: Halford, Maybery & Bain, 1986; Maybery, Bain & Halford, 1986.

Relations to schema theory

When dealing with information consisting of many interacting elements, we are dealing with schemas.
Elements are lower-order schemas.
Example: Learning to read:
1 First schema to acquire: recognizing the letters.
2 These lower-order schemas become the elements for the next higher-order schemas to acquire: making up words.
3 Again, these schemas help to acquire the next higher-order schemas: dealing with phrases and sentences.
For one person a unit on level 1 may represent one element; for another a unit on level 3 - which reduces the cognitive load.

Measuring Element Interactivity

The expertise of the individual who is learning the material determines what are the constituent elements (that must be considered simultaneously) in the task, and on which level of expertise they act.
Compare: the chunks in working memory.

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Instructional design can facilitate or impede learning Instructional format as an artificial source of cognitive load

The difficulty of an area is determined by:
- the number of elements that must be learned,
- the extent to which they interact.

The cognitive load imposed by the intrinsic nature of the material is determined by:
- element interactivity solely.
But in addition, cognitive load can be induced by:
- instructional design.

An extraneous cognitive load is one that is imposed purely because of the design and organization of the learning materials rather than the intrinsic nature of the task - due to:
- irrelevant cognitive activities (not directed to schema acquisition and automation).
For discussion, see: Paas, 1992.

Effects that have given rise to techniques designed to reduce extraneous cognitive load (with empirical evidence of effectiveness):
- the split-attention effect,
- the redundancy effect.
For more effects, see: Sweller and Chandler, 1991.

The split-attention effect

If instructional material unnecessarily requires students to split their attention among multiple sources of information, an extraneous cognitive load is imposed.
The (artificial) segments of information remain unintelligible until physically or mentally integrated.
Example: contiguous presentation of oral and visual information supports assimilation better than successive presentation, see: Mayer and Anderson,1992.

The redundancy effect

If instructional material unnecessarily brings elements together that can be understood in isolation without any problems, element interactivity will be increased.
The redundant material restrains learning by demanding attention to redundant material. Redundant materials or activities impaire performance, because the redundant information interferes with with core information.
Example:
- Text that describes the contents of a diagram hinders the learning of the core material, the diagram, as long as presented together.
- Learning to read nouns associated with redundant pictures; see: Sauders & Solman, 1984, Miller, 1937.
- Reading textbook chapter summaries rather than entire chapters; see: Reder & Anderson, 1982, 1980.
- Solving mathematical word problems with/without redundant concrete materials; see: Lesh, Landau & Hamilton, 1983.
- Verbalizing visual stimuli; see: Schooler & Engstler-Schooler, 1990.

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Cognitive load theory Cognitive load consequences of relations between element interactivity and instructional design

The learning mechanisms (schema acquisition and automation) reduce the burden on working memory by emphasizing long-term memory.
Acquiring a schema can impose a heavy intrinsic cognitive load, if the elements of the schema cannot be meaningfully assimilated in isolation due to interaction among them.

When dealing with material that has a high level of intrinsic element interactivity, presentation techniques become important: extraneous cognitive load (caused by split-attention effect or by redundancy effect) may be overwhelming.

In contrast, as long as dealing with material that has little or no intrinsic element interactivity, presentation techniques may not matter as much - even heavy extraneous cognitive load can be treated in the working memory.

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Hypotheses Learning to use equipment

Sweller and Chandler organized a quite interesting setup to test their theory.
They considered persons who must learn to use new computer programs.

For this purpose they built up 3 groups:

# Conventional-manual-plus-computer group: worked with the conventional software manual and the computer, followed the conventional manual and executed the activities (keyboard, screen).

# Modified-manual-only group: worked with a modified manual that included diagrams of screen information and keyboards, followed the modified manual only, did not touch the computer.

# Modified-manual-plus-computer group: worked with the same modified manual as the modified-manual-only group, followed the modified manual and executed the activities (keyboard, screen).

Sweller and Chandler expected the following results - if the computer application that must be learned has a high degree of intrinsic element interactivity:
# The conventional-manual-plus-computer group must split attention between a manual and a computer (screen, keyboard) and should show performance decrement compared with the modified-manual-only group.
# The modified-manual-plus-computer group must process information associated with redundant equipment and should show performance decrement compared with the modified-manual-only group.

In both cases, whether the modified-manual-only group is superior should depend on the extent to which the information learners are attempting to assimilate has a high or low degree of intrinsic element interactivity. The effects should only be obtainable with high levels of intrinsic element interactivity.

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Experiment 1 20 persons had to learn several tasks of a CAD/CAM software package (computer-aided design, computer-aided manufacture).

Two groups:
# conventional-manual-plus-computer group
# modified-manual-only group

The conventional-manual-plus-computer group required learner to split their attention among the manual, screen and keyboard.
The modified-manual-only group limited learner to the modified manual.
The modified manual was identical to the conventional version - except: learners did not have to look at the screen or keyboard, because the illustrations were physically integrated with the text.

Method

The subjects were 20 first-year trade apprentices from a Sydney company: at least 10 years of high school, enrolled at technical colleges, previous experience with computers, no previous exposure to CAD/CAM programs.

The instructional materials consisted of two sets of manual instructions: conventional and modified.
Both sets were divided into four sections:
- introduction to CAD/CAM,
- moving the cursor,
- drawing lines,
- drawing new lines.

The experiment was conducted in two phases:
- instructional phase,
- test phase: a written and a practical test, no instructional materials available.

Results and discussion

The variables under analysis were:
# instruction time,
# written test time,
# practical test time,
# written test score,
# practical test score.

The tasks with low element interactivity showed some superiority of the modified-manual-only group in time and score - with no significance.

But in the tasks with high element interactivity the modified-manual-only group worked much better than the conventional-manual-plus-computer group: in time and score - with strong significance.

Even in practical test, where the conventional-manual-plus-computer group had considerable exposure to the computer during the instructional phase, the modified-manual-only group was much better - in time and score.

Despite spending less time studying their instructions, the modified-manual-only group was superior to the conventional-manual-plus-computer group in both written and practical skills - as long as dealing with high element interactivity.

Access to the computer interfered with learning (split-attention effect), while no exposure to the computer proved to be an advantage.

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Experiment 2 30 persons had to learn several tasks of a commonly used spreadsheet software package.

Three groups:
# conventional-manual-plus-computer group
# modified-manual-only group
# modified-manual-plus-computer group

The conventional-manual-plus-computer group required learner to split their attention among the manual, screen and keyboard.
The modified-manual-only group limited learner to the modified manual.
The modified manual was identical to the conventional version - except: learners did not have to look at the screen or keyboard, because the illustrations were physically integrated with the text.
The modified-manual-plus-computer group required learner to perform the tasks on the computer in addition to studying the self-contained modified manual.

Method

The subjects were 30 high school students, 7th grade, from Sydney high school: previous experience with computers during primary school, no previous exposure to spreadsheet programs.

The instructional materials consisted of two sets of manual instructions: conventional and modified.
The instructions were adjusted to make them more readable for the students.

The experiment was conducted in two phases:
- instructional phase,
- test phase: a written and a practical test, no instructional materials available.

Results and discussion

The variables under analysis were:
# instruction time,
# written test score,
# practical test score.

The tasks with low element interactivity showed little difference among the three groups.

But in the tasks with high element interactivity the modified-manual-only group outperformed the two other groups, which did not differ from each other - with strong significance.

Even in practical test, where the two other groups had considerable exposure to the computer during the instructional phase, the modified-manual-only group worked much better .

Despite spending less time studying their instructions and despite having had no previous exposure to the computer before testing, the modified-manual-only group outperformed the conventional-manual-plus-computer and the modified-manual-plus-computer group in both written and practical skills - as long as dealing with high element interactivity.

Again, access to the computer interfered with learning, while no exposure to the computer proved to be an advantage.
The handicaps were:
- split-attention effect for the conventional-manual-plus-computer group,
- redundancy effect for the modified-manual-plus-computer group,

A self-contained, modified manual designed to reduce extraneous cognitive load displayed its superiority over other presentation formats by eliminating split-attention and redundancy.

up - Abstract - 1 Literature - 2 Sweller/Chandler - Links

Experiment 3 30 persons had to learn several tasks of a commonly used word-processing software package.

Three groups:
# conventional-manual-plus-computer group
# modified-manual-only group
# modified-manual-plus-computer group

The conventional-manual-plus-computer group required learner to split their attention among the manual, screen and keyboard.
The modified-manual-only group limited learner to the modified manual.
The modified manual was identical to the conventional version - except: learners did not have to look at the screen or keyboard, because the illustrations were physically integrated with the text.
The modified-manual-plus-computer group required learner to perform the tasks on the computer in addition to studying the self-contained modified manual.

Method

The subjects were 30 high school students, 7th grade, from Sydney high school: previous experience with computers during primary school, no previous exposure to word-processing programs.

The instructional materials consisted of two sets of manual instructions: conventional and modified.
The instructions were adjusted to make them more readable for the students.

The experiment was conducted in two phases:
- instructional phase,
- test phase: a written and a practical test, no instructional materials available.

Results and discussion

The variables under analysis were:
# instruction time,
# written test score,
# practical test score.

There were only tasks with low element interactivity and they showed no significant difference among the three groups - in written and in practical test.

The modified-manual-only group spent significantly less time working thru their instructions than the other two groups, since they did not work on the computer.

Because most elements of the word-processing package could be learned in isolation, there was little element interactivity and light cognitive load. Under these circumstances, any extraneous cognitive load imposed by the presence of the computer was not an important factor.

up - Abstract - 1 Literature - 2 Sweller/Chandler - Links

Experiment 4 20 persons had to learn several tasks with noncomputing technical equipment (electrical engineering materials).

Three groups:
# conventional-manual-plus-apparatus group
# modified-manual-only group
# modified-manual-plus-apparatus group

The conventional-manual-plus-apparatus group required learner to split their attention among the manual and the technical equipment.
The modified-manual-only group limited learner to the modified manual.
The modified manual was identical to the conventional version - except: learners did not have to look at the technical equipment, because the illustrations were physically integrated with the text.
The modified-manual-plus-apparatus group required learner to perform the tasks with the technical equipment in addition to studying the self-contained modified manual.

Method

The subjects were 30 first-year trade apprentices from a Sydney company: at least 10 years of high school, enrolled at technical colleges, previous experience with the technical equipment, no previous experience with the tasks of the practical test (testing of electrical appliances).

The instructional materials consisted of two sets of manual instructions: conventional and modified.

The experiment was conducted in two phases:
- instructional phase,
- test phase: a written and a practical test, no instructional materials available.

Results and discussion

The variables under analysis were:
# instruction time,
# written test time,
# written test score,
# practical test score.

The tasks with low element interactivity showed little difference among the three groups.

But in the tasks with high element interactivity the modified-manual-only group outperformed the two other groups, which did not differ from each other - with strong significance.

Even in practical test, where the two other groups had considerable exposure to the the technical equipment during the instructional phase, the modified-manual-only group worked much better .

Despite spending less time studying their instructions and despite having had no previous exposure to the technical equipment before testing, the modified-manual-only group outperformed the conventional-manual-plus-apparatus and the modified-manual-plus-apparatus group in both written and practical skills - as long as dealing with high element interactivity. Their superiority was demonstrated in all areas of testing, including performance on the two transfer problems. On some tests, the difference among the groups were very massive: mean score from three to five times greater.

Like in the other experiments, access to the technical equipment interfered with learning, while no exposure to the technical equipment proved to be an advantage.
The handicaps were:
- split-attention effect for the conventional-manual-plus-apparatus group,
- redundancy effect for the modified-manual-plus-apparatus group,

Once again, a self-contained, modified manual designed to reduce extraneous cognitive load demonstrated its superiority over other presentation formats by eliminating split-attention and redundancy effects.

up - Abstract - 1 Literature - 2 Sweller/Chandler - Links

General discussion Learning to use equipment might be facilitated by the absence of the equipment!

Information can be difficult to assimilate because:
- it is extensive,
- it is structured in manner that produces a heavy cognitive load.

If elements interact and cannot be considered in isolation, we are forced to process them simultaneously.

What constitutes an element and which element must interact when learning a task are entirely dependent on the schemas that have been acquired by learners.

An integrated schema can be used as an element in other, more advanced contexts.

Levels of element interactivity are critically determined by expertise, which in turn is determined by the extent of schema acquisition.

If learners must simultaneously assimilate and mentally integrate elements in a manual and on a computer screen or associated with physical apparatus, cognitive load is likely to be higher than if all of the material is physically integrated in a manual.
Physically integrated elements can be treated as a single element.

Learning to use equipment from a manual alone can be easier and more effective than learning from a manual plus the relevant equipment.

Proceeding the other way round and presenting all instructional material on the computer screen (like in CBT software) rather than in a printed manual might show similar effects - not investigated here.
See: Van Merrienboer & De Croock, 1992

These experiments do not cover spatial-motor coordination: tasks that include significant spatial-motor components are probably learnable only by carrying out the physical activity.

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Links
Michael J. Albers: Phd Reading List

Laurie Cestnick: The Art of the Chart: improving discourse reading comprehension of adults with brain injuries.

Paul Chandler: Learning with software: pedagogies and practices. Is conventional computer instruction ineffective for learning?

Graham Cooper: Cognitive load theory as an aid for instructional design. Australian Journal of Educational Technology, 1990, 6(2), 108-113.

Meredyth Daneman, Philip M. Merikle: Working Memory and Language Comprehension: A Meta-Analysis Psychonomic Bulletin & Review, 1996, 3, 422-433

Fischer, F., Kittel, A., Grδsel, C. & Mandl, H. (1996). Strategien zur Bearbeitung von Diagnoseproblemen in komplexen Lernumgebungen (Forschungsbericht Nr. 66). München: Ludwig-Maximilians-Universität, Institut fόr Pädagogische Psychologie und Empirische Pädagogik, Lehrstuhl fόr Empirische Pädagogik und Pädagogische Psychologie.

Foundations of the CLT Emphasis Area: Instructional Design, Implementation, and Evaluation. July 1995.

David Jonassen: Constructivist Learning Environments

Gaynor C. Jeffery & Geoffrey Underwood: Combining Ideas in Written Text: The Role of Working Memory in the Development of a Writing Skill.

Journal of Educational Psychology, March 1996, Volume 88, Number 1

Youngcook Jun, James Levin, Michael Jacobson: The Message Assistant: A communication tool for educational networks.

Hunter Lawrence: Estimating Human Capacities (Size 1.0K)

Patrick Mendelsohn: Les principaux paradigmes expérimentaux de l'étude des activités cognitives

Renkl, A. (1995). Learning from worked-out examples: A study on interindividual differences (Research report No. 51). München: Ludwig-Maximilians-Universität, Lehrstuhl fόr Empirische Pädagogik und Pädagogische Psychologie.

Short-term, working memory

Stark, R., Gruber, H., Mandl, H. & Renkl, A. (1996). Wenn Expertise nichts nόtzt. Eine Replikationsstudie (Forschungsbericht Nr. 68). Mόnchen: Ludwig-Maximilians-Universitδt, Institut fόr Pδdagogische Psychologie und Empirische Pδdagogik, Lehrstuhl fόr Empirische Pδdagogik und Pδdagogische Psychologie.

Sarah V. Stevenage: Can Caricatures Really Produce Distinctiveness Effects?

Sweller & Chandler 1991
Evidence for cognitive load theory (French translation by Cyril Roiron 1997)

Juhani E Tuovinen: Five Steps to Effective Learning of Computer Software by Reducing Cognitive Load

Hans van der Meij: Visuele handleidingen: Ik zie ik zie wat jij niet ziet.

Brent G. Wilson

Brent G. Wilson: Maintaining the Ties between Learning Theory and Instructional Design American Educational Research Association 1995.

Brent G. Wilson, Peggy Cole: Cognitive teaching models In: Handbook of Research in Instructional Technology 1996.

ED39: How We Learn

Christine Alavi and Don Margetson: 1993 AARE conference - abstracts of papers and other presentations

Psychology 300 Cognitive Psychology. Suggested Articles for Article Review and Independent Research Projects

Bibliographie du Cours STAF 15

Partie 3: Recherche en Education et NTI : L'inventaire Bibliographie

Bibliography of Additional Print Resources

Department of Artificial Intelligence 1995: Publications

School of Computer Science and Engineering 1995: Publications

School of Computer Science and Engineering 1995: Publications

School of Computer Science and Engineering 1995: Academic Units: Subject Descriptions: Faculty of Professional Studies: School of Education Studies

School of Computer Science and Engineering 1995: Academic Units: Subject Descriptions: Faculty of Professional Studies: School of Education Studies

School of Computer Science and Engineering 1995: Flash Information. Vol. 2 (1), August 22-26, 1994

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tidBits 111-18


contact mail to: prolingua@access.ch
Chris Mueller (prolingua@access.ch)

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