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"Ontology of Observing
THE BIOLOGICAL FOUNDATIONS OF SELF CONSCIOUSNESS AND
THE PHYSICAL DOMAIN OF EXISTENCE
Humberto R. Maturana
1. Purpose
My purpose in this essay is to explain cognition as a biological phenomenon,
and to show, in the process, how language arises
and gives origin to self consciousness, revealing the ontological foundations of the
physical domain of existence as a limiting
cognitive domain. In order to do this I shall start from two unavoidable
experiential conditions that are at the same time my
problems and my explanatory instruments, namely:
a), that cognition, as is apparent in the fact that any alteration of the biology of our
nervous system
alters our cognitive capacities, is a biological phenomenon that
must be explained as such; and
b), that we, as is apparent in this very same essay, exist as human beings in laguage
using language for
our explanations.
These two experiential conditions are my starting point because I must be in them in any
explanatory attempt; they are my problems because I choose to explain them, and they are
my unavoidable instruments because I must use cognition and language in order to explain
cognition and language.
In other words, I propose not to take cognition and language as given
unexplainable properties, but to take them as phenomena of our human domain of
experiences that arise in the praxis of our living, and that as such deserve explanation
as biological phenomena. At the same time, it is my purpose to use our condition of
existing in language to show how the physical domain of existence arises in language as a
cognitive domain. That is, I intend to show that the observer and observing, as biological
phenomena, are ontologically primary respect to the object and the physical domain of
existence. "
"Full Paper
Using Technology as Cognitive Tools: Research and Praxis
Thomas C. Reeves Ph.D. treeves@coe.uga.edu University of
Georgia
James M. Laffey Ph.D. cilaffey@showme.missouri.edu
University of Missouri
Mary R. Marlino Ed.D. marlino@page.ucar.edu
University Consortium for Atmospheric Research
Abstract
This paper focuses on applications of computer-based cognitive tools in
higher education and their effects on learning. Cognitive tools are technologies such as
written language, mathematical notation, and computer software that enhance the cognitive
powers of humans during thinking, problem-solving, and learning (Jonassen & Reeves,
1996).
Specifically, this paper describes the development, implementation, and effects of
the use of computer-based cognitive tools within an undergraduate engineering course at
the U. S. Air Force Academy (USAFA).*
The course, ENGR 110, "Introduction to Engineering" was
designed to be a situated learning environment in which cadets worked in teams to solve
problems integral to a "Mission to Mars," e.g., getting to Mars, constructing a
research site on Mars, and developing a renewable power source there. In addition to
knowledge and skill objectives, the course was focused on "higher order"
outcomes such as
- "framing and resolving ill-defined problems,"
- "communicating via multiple media,"
- "exhibiting intellectual curiosity," and
- "developing a rich mental model of engineering."
Several cognitive tools including the WWW, spreadsheets, and
PowerPoint were
employed in the course. Results indicated statistically and educationally significant
differences in "problem solving" between ENGR 110 students who used the
cognitive tools and two control classes of engineering students.
Background
In higher education, many existing applications of technology, such as computer-based
tutorials, content and instruction are encoded by specialists such
as instructional designers into predefined educational communications intended to transmit
knowledge to students. Students are expected to receive these
communications passively with occasional artificial interactions to let the computer know
they are ready to receive more information. In this approach, students are expected to learn "from" technologies which have
been cast in the role of surrogate instructors.
An alternative approach involves using computers and other technologies as "cognitive
tools" that students learn "with" in a cognitive partnership.
Cognitive tools refer to technologies, tangible or intangible, such as written language, mathematical notation,
and computer software, that enhance our cognitive powers during thinking, problem-solving,
and learning. Cognitive tools have been around
ever since primitive humans used piles of stones, marks on trees, or knots in vines to
calculate sums or record events.
Something as simple as a grocery list or as complex as calculus can be regarded as a
cognitive tool in that each allows us to "off-load" memorization, calculations,
or other mental tasks onto "technology." Computers are extremely powerful
cognitive tools. When software programs are used as cognitive tools in higher
education, students use software to analyze complex problems, solve difficult tasks,
access information, interpret and organize their personal knowledge, devise unique
solutions, and represent what they have learned to others.
Jonassen and Reeves (1996) summarize the
theoretical foundations for using software programs as cognitive tools:
|
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Full Paper |
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Using Technology as Cognitive Tools: Research and Praxis
Thomas C. Reeves Ph.D.
treeves@coe.uga.edu
University of Georgia
James M. Laffey Ph.D.
cilaffey@showme.missouri.edu
University of Missouri
Mary R. Marlino Ed.D.
marlino@page.ucar.edu
University Consortium for Atmospheric Research
Abstract
This paper focuses on applications of computer-based cognitive tools in higher education and their effects on learning. Cognitive tools are technologies such as written language, mathematical notation, and computer software that enhance the cognitive powers of humans during thinking, problem-solving, and learning (Jonassen & Reeves, 1996). Specifically, this paper describes the development, implementation, and effects of the use of computer-based cognitive tools within an undergraduate engineering course at the U. S. Air Force Academy (USAFA).* The course, ENGR 110, "Introduction to Engineering" was designed to be a situated learning environment in which cadets worked in teams to solve problems integral to a "Mission to Mars," e.g., getting to Mars, constructing a research site on Mars, and developing a renewable power source there. In addition to knowledge and skill objectives, the course was focused on "higher order" outcomes such as "framing and resolving ill-defined problems," "communicating via multiple media," "exhibiting intellectual curiosity," and "developing a rich mental model of engineering." Several cognitive tools including the WWW, spreadsheets, and PowerPoint were employed in the course. Results indicated statistically and educationally significant differences in "problem solving" between ENGR 110 students who used the cognitive tools and two control classes of engineering students.
Background
In higher education, many existing applications of technology, such as computer-based tutorials, content and instruction are encoded by specialists such as instructional designers into predefined educational communications intended to transmit knowledge to students. Students are expected to receive these communications passively with occasional artificial interactions to let the computer know they are ready to receive more information. In this approach, students are expected to learn "from" technologies which have been cast in the role of surrogate instructors.
An alternative approach involves using computers and other technologies as "cognitive tools" that students learn "with" in a cognitive partnership. Cognitive tools refer to technologies, tangible or intangible, such as written language, mathematical notation, and computer software, that enhance our cognitive powers during thinking, problem-solving, and learning. Cognitive tools have been around ever since primitive humans used piles of stones, marks on trees, or knots in vines to calculate sums or record events. Something as simple as a grocery list or as complex as calculus can be regarded as a cognitive tool in that each allows us to "off-load" memorization, calculations, or other mental tasks onto "technology." Computers are extremely powerful cognitive tools. When software programs are used as cognitive tools in higher education, students use software to analyze complex problems, solve difficult tasks, access information, interpret and organize their personal knowledge, devise unique solutions, and represent what they have learned to others.
Jonassen and Reeves (1996) summarize the theoretical foundations for using software programs as cognitive tools:
Research Context
This paper describes the use and effects of cognitive tools within an undergraduate engineering course at the U. S. Air Force Academy (USAFA) in the USA. In addition to traditional knowledge and skill objectives, the course focuses on "higher order" outcomes such as "framing and resolving ill-defined problems," "communicating with multiple media," "exhibiting intellectual curiosity," and "developing a rich conceptualization of engineering." This course integrates concepts and skills from all five engineering disciplines taught at USAFA. Learning opportunities within ENGR 110 are situated within the context of a challenging scenario: the establishment of a research station on Mars. Three major tasks are included the course: 1) getting to Mars, 2) constructing a research station on Mars, and 3) operating an energy plant there.
The design of the ENGR 110 course was guided by the evolving literature on situated cognition within authentic learning environments (Brown, Collins, & Duguid, 1989). Herrington (1997) identifies nine characteristics or elements of a situated learning model as:
At USAFA, all cadets have their own computers in their rooms with access to many electronic resources such as word-processing, spread-sheets, multimedia presentation software, e-mail, and the World Wide Web (WWW). We viewed these software programs as "cognitive tools" in the sense described above. There were many opportunities to use these cognitive tools within the course. For example, at the end of each task, cadet teams make formal military briefings attended by their peers, instructors, and others from USAFA. Microsoft PowerPoint, a presentation package, was used by the teams to support their briefings. This tool enabled the cadet teams to represent what they had learned to others.
The course also involves "hands-on" projects such as building and flying model rockets. The data collected from the flights is entered into spreadsheets, and the cadets add other data to calculate what kind of rocket and fuel would be needed to support the Mars Mission. An elaborate WWW site was constructed to support cadet access to the wealth of information around the globe about Mars and space travel. In the third task, cadets collaborated in the development of computer models of the power plants they would construct on Mars to support their research stations. The use of these and other cognitive tools was an integral component of the overall situated learning environment.
ENGR 110 was first offered in the Fall Semester of 1995 to
42 freshmen cadets at the U. S. Air Force Academy (USAFA). Cadets participating in this
prototype course were selected at random from an entering class of more than 1,000 cadets.
Based upon a review of the research literature on cognitive assessment (cf. Merluzzi,
Glass, & Genest, 1986) within the context of undergraduate engineering programs, the
following assessment and research strategies were utilized:
1) Reflective Judgment Exercises,
2) Self-Assessment Questionnaires,
3) Concept Maps,
4) Focus Groups,
5) E-mail Journals,
6) Observations, and
7) Individual and Group Interviews with Faculty.
Thirty-nine sophomores enrolled two sections of ENGR MECH 120, an introductory mechanical
engineering courses, served as a control group. A central facet of the study was a
quasi-experimental comparison of the cognitive outcomes of the new situated learning
course (ENGR 110) and the traditional, instructor-led engineering course (ENGR MECH 120).
Results
Important results were found with
respect to the four cognitive outcomes listed above (Framing and Resolving
Ill-defined Problems, Communication, Intellectual Curiosity, and Conceptual
Understanding), but there is only space in this paper to describe the results
with respect to problem-solving.
The most important finding was that the cadets enrolled in ENGR 110
- increased their ability to frame and resolve ill-defined problems
whereas the students enrolled in the control courses did not.
Three types of data were collected to assess cadets' ability to frame and resolve
ill-defined problems as well as to assess their perceptions of problem-solving as a major
focus of the ENGR 110 course:
(1) The Reflective Judgment Exercise (RJE) (King & Kitchener, 1994) provided evidence that freshmen cadets improved their abilities to frame and resolve ill-defined problems as a result of their participation in the ENGR 110 course.
(2) Cadets self-reported (through focus group sessions, end-of-course questionnaires, and e-mail surveys) increased awareness of problem-solving as a focus of the ENGR 110 course as well as improved abilities to frame and resolve ill-defined problems.
(3) During interviews, ENGR 110 faculty reported they had observed cadets engaging in problem-solving during the course.
Table 1. Mean Pre-Test and Post-Test Scores on the RJE for ENGR 110 and ENGR MECH 120
| Pre | Post | |||||
| Section | n | mean | sd | n | mean | sd |
| 110 | 20 | 2.05 | .6 | 17 | 3.0* | .8 |
| 110 | 22 | 2.0 | .75 | 18 | 2.8* | .9 |
| Mech | 19 | 2.16 | .6 | 12 | 2.25 | .75 |
| Mech | 20 | 2.3 | .7 | 10 | 2.5 | 1.2 |
* Statistically significant pre- to post-test differences p < .00001.
The Reflective Judgment Exercise (RJE) (King & Kitchener, 1994) was administered to all ENGR 110 cadets (freshmen) as well as to a comparison group of ENGR MECH 120 cadets (sophomores) at the beginning and end of the Fall 1995 semester. The pre-test problem involved a "sortie" scenario and the post-test involved a "desert survival" scenario. The reflective judgment exercises were all scored by an independent consultant, using a procedure which kept her blind to the cadets' membership in the 110 or MECH 120 courses. Table 1 presents the pre-test and post-test results for the cadets enrolled in two sections each of ENGR 110 and ENGR MECH 120. On the pre-test, the ENGR MECH 120 sample of sophomores (N=39) in the comparison group achieved a mean score of 2.23, and the ENGR 110 freshmen (N=42) achieved a mean of 2.02. These differences are not statistically significant. Both the ENGR MECH 120 (N=22) and the ENGR 110 (N=35) cadets scored higher on the posttest, but only the ENGR 110 cadets showed statistically significant gains which can be attributed to the experiences of the course. The differences in the ENGR 110 scores are also educationally significant in that they represent a shift from generally "deficient" problem-solving to generally "satisfactory" problem-solving. The score differences between the ENGR 110 and ENGR MECH 120 classes are also statistically significant. The RJE instruments are scored using a 1 to 5 scale in which "1" represents deficient (D) problem-solving, "2" represents D or S- scores, "3" represents satisfactory (S) results, "4" represents S or E- scores, and "5" represents excellent (E) problem-solving. The ENGR 110 cadets improved their RJE scores by approximately one standard deviation.
Although the improvements in RJE
scores for the ENGR 110 students are impressive, there were two limitations in the
administration of these tests that should be kept in mind when interpreting the findings.
First, there was a loss of subjects from pre- to post-test, especially in the ENGR Mech
120 classes (see Table 1).
Second, pre-tests were given as an in-class assignment on the first day of the course and
the post-tests were given as an extra credit question on the final exam. Merluzzi, Glass,
and Genest (1986) describe other challenges involved in this type of cognitive assessment.
Three focus group sessions were held during the semester with groups of cadets in ENGR 110. Each session was held at the end of one of the three major "Mars Mission" tasks that guided the project-based learning activities in the course. The sessions were recorded and subsequently transcribed. The focus group sessions provide evidence that cadets saw the ENGR 110 course as different from other courses in terms of its emphasis on applying knowledge to solve ill-defined problems and in the requirements placed by faculty on original thinking and constructing their own solutions rather than memorizing the instructor's solution.
At the beginning and end of the semester, cadets in ENGR 110 completed self-assessment surveys. These instruments used a Likert scale with 6 response options ranging from "Strongly Disagree" to "Strongly Agree." On the post-course questionnaire (n=40), 85% of cadets agreed (15% disagreed) with the statement, "My abilities to frame and resolve ill-defined problems have improved as a result of this course." Although this finding in and of itself may not seem especially important, it complements the other data we found through our triangulation approach to assessing whether students improved in their ability to frame and resolve ill-defined problems as a result of their participation in this prototype engineering course.
Following each of the three tasks, cadets used e-mail to respond to a set of questions about the course and the specific project just completed. After the first project, cadets were asked an open-ended question about what they had learned from the project. Eighteen of the 37 cadets (48%) identified that they had learned that engineering problems are ill-defined, complex, and require reasoning, and/or that engineering requires making assumptions, experimentation, and learning from errors. Following the final task, cadets were again asked what they had learned. Twenty-five of the 32 respondents (78%) identified recognizing that problem solving was a key part of engineering as what they had learned. Twelve cadets focused on the complexity of doing real world engineering. Nine recognized that engineering requires going beyond formulas and equations. Four mentioned learning how to apply technical information to solve ill-defined problems. The pattern of evidence in these surveys clearly supports the overall conclusion that students learned that framing and resolving ill-defined problems was a major part of the engineering process.
At several times during the semester and in a group interview near the end of the course, faculty and course observers were asked if they felt ENGR 110 contributed significantly to the ability of cadets to frame and resolve ill-defined problems. There was clear consensus that the presentations made by the cadets three times during the semester provided evidence of effective problem-solving. To make an effective presentation, the cadets had to pull together complex aspects of the problem, decide how to focus their presentation, and respond to questions. Faculty also commented, however, that cadets often failed to consider all aspects of the problems with which they were confronted. For example, the faculty observed that significant factors that would add to the complexity of the solutions proposed by cadets were often over-looked. The consensus of the faculty was that, although cadets had improved in their ability to recognize problems as ill-defined, there was much room for improvement in terms of the actual problem-solving strategies they used.
This improvement in framing and
resolving ill-defined problems evidenced by the RJE was also seen
systematically in the ENGR 110 activities and the briefings cadets made to report these
activities. Overall, we interpret these findings as representing a developmental
shift from deficient to satisfactory problem-solving. The major factors in these
developments appear to be the ability of the cadets to go beyond the facts given in the
written case and their ability to identify assumptions other than those specified in a
given problem statement. The improved problem-solving ability indicated by the RJE results
corresponds to instructional practices in ENGR 110 which required cadets to think about
whether their answer or solution to a problem was sufficient or "best." These
results also correspond with evidence we found in the self report data that cadets
improved their understanding that engineering problems are complex and that there may not
be just one "right" answer to a given problem. It is our belief that these
instructional practices would not have been feasible without the use of cognitive tools
within the context of a situated learning environment.
NL_TI_ill-defined
problems http://et.sdsu.edu/rdelbusto/ET_572-Strategies-P/sld001.htm
http://www.stfx.ca/people/pamccorm/Web/ProSol.html
http://mime1.gtri.gatech.edu/courseware/autorecycling/ASMEpaper.html
http://www.usafa.af.mil/dfe/educator.htm
Discussion
It is clear that the nature of educational outcomes
at USAFA and many other institutions of higher education is undergoing profound change.
There is increased attention to outcomes related to higher order
thinking skills, curiosity, creativity, and communication, as well as continued attention
to traditional knowledge and skills (Reeves & Okey, 1996). The results
of this study indicate that these higher order outcomes can be achieved via the
implementation of situated learning environment in which cognitive tools play critical
roles. Based on this and other studies, we think we have learned at least three
lessons.
First. technology is best used as a
cognitive tool to learn with rather than as a surrogate teacher.
Second, pedagogy and content matter most;
technology and media are only vehicles, albeit essential ones.
And third, our future efforts to use media and technology in higher
education must be guided by much more rigorous research and evaluation than in the past.
Notes
This study was conducted by Dr. Laffey of the University of
Missouri and Dr. Reeves of The University of Georgia under subcontract with the University
of Colorado at Denver and the U. S. Air Force Armstrong Laboratory. Other
members of the assessment team included Dr. Mary R. Marlino and Mr. Curtis Hughes from the
Center for Educational Excellence at USAFA, Mr. Kevin Oliver, a doctoral
student intern at USAFA from The University of Georgia, and the USAFA faculty involved in
designing and implementing ENGR 110. The guidance and support of COL. M. L. Smith and his
colleagues at USAFA was invaluable in this research.
http://www.usafa.af.mil/dfe/ http://www.usafa.af.mil/dfe/publications.htm
http://www.usafa.af.mil/dfe/educator.htm
References
Brown, J. S., Collins, A., & Duguid, P. (1989). Situated cognition and the culture of learning. Educational Researcher, 18(1), 32-41.
Herrington, J. A. (1997). Authentic learning in interactive multimedia environments. Unpublished doctoral dissertation, Edith Cowan University, Perth, Western Australia.
Jonassen, D. H., & Reeves, T. C. (1996). Learning with technology: Using computers as cognitive tools. In D. H. Jonassen, (Ed.), Handbook of research on educational communications and technology (pp. 693-719). New York: Macmillan.
King, P. M., & Kitchener, K. S. (1994). Developing reflective judgment: Understanding and promoting intellectual growth and critical thinking in adolescents and adults. San Francisco: Jossey-Bass.
Merluzzi, T. V., Glass, C. R., & Genest, M. (Eds.). (1986). Cognitive assessment. New York: New York University.
Reeves, T. C., & Okey, J. (1996). Alternative assessment for constructivist learning environments. In B. Wilson, (Ed.). Constructivist learning environments (pp. 191-202). Englewood Cliffs, NJ: Educational Technology.
LJ_Situated
cognition
"Situated cognition means the learning of new cognitive skills in the
authentic situation. It is related to the cognitive
apprenticeship theory.
theory
Paper Brown about situated cognition"
http://www.edb.utexas.edu/csclstudent/dhsiao/theories.html
"I. 2 Constructivism Theory
Basically, constructivism views that knowledge is not 'about' the world, but
rather 'constitutive' of the world (Sherman, 1995). Knowledge is not a fixed object, it is constructed by an individual
through her own experience of that object. Constructivist approach to learning
emphasizes authentic, challenging projects that include students, teachers and experts in
the learning community. Its goal is to create learning communities that are more
closely related to the collaborative practice of the real world.
In an authentic environment, learners assume the responsibilities of their own learning,
they have to develop
metacognitive abilities to monitor and direct their own learning and performance.
When people work collaboratively in an authentic activity, they bring their own framework
and perspectives to the activity. They can see a problem from different
perspectives, and are able to negotiate and generate meanings and solution through shared
understanding.
The constructivist paradigm has led us to understand how learning can be facilitated
through certain types of engaging, constructive activities.
This model of learning emphasizes meaning-making through active participation in socially,
culturally, historically, and politically situated contexts. A crucial
element of active participation is dialog in shared experiences,
through which situated collaborative activities, such as modeling, discourse and decision
making, are necessary to support the negotiation and creation of meaning and
understanding.
In sum, the contemporary constructivist theory of learning acknowledges that
individuals are active agents, they engage in their own knowledge construction by
integrating new information into their schema, and by associating and representing it into
a
meaningful way. Constructivists argue that it is impractical for
teachers to make all the current decisions and dump the
information to students without involving students in the decision process and assessing
students' abilities to construct
knowledge.
In other words, guided instruction is suggested that puts students at the center
of learning process, and provides
guidance and concrete teaching whenever necessary. Perkins (1991) indicates that students
may easily get lost in management
without any experience to guide them through the information jungle.
This student-centered guided learning environment is
considered, however, more appropriate for ill-structured domains or higher-level learning (CTGV,
1991)."
http://www.edb.utexas.edu/csclstudent/dhsiao/theories.html#construct
"II.6 Cognitive Apprenticeship
Cognitive apprenticeship is a term for the instructional process that
- teachers provide and support students with scaffolds as the students develop cognitive
strategies.
Wilson and Cole (1994) describe the core characteristics of cognitive apprenticeships
model:
- heuristic content, situated learning, modeling, coaching, articulation, reflection,
exploration, and order in increasing
complexity.
Cognitive apprenticeship is a culture that permits peers to learn through their
interactions, to build stories about
common experiences, and to share the knowledge building experiences with the group.
Collaborative discussion occuring in
CSCL is important for student learning because it activates prior knowledge
which facilitates the processing of new information. CSCL is designed to help students at
acquiring cognitive and metacognitive knowledge by means of observation and guided
practice( Collins et al, 1989).
Teaching Teleapprenticeships model is an example that based on the theory of cognitive
apprenticeship, developed by The
College of Education at the University of Illinois. It extends the face-to-face
apprenticeships used in the traditional teacher
education program by conducting in electronic network collaborative learning environments.
The goal is to link teacher
education to practice teaching. Both qualitative and quantative methods are used to
evaluate the project. Research results can
be found in Levin & Waugh,(1996 in press)."
http://www.edb.utexas.edu/csclstudent/dhsiao/theories.html#apprentice
(c) Thomas C. Reeves, James M. Laffey, Mary R. Marlino
The author(s) assign to ASCILITE and educational and non-profit institutions a non-exclusive licence to use this document for personal use and in courses of instruction provided that the article is used in full and this copyright statement is reproduced. The author(s) also grant a non-exclusive licence to ASCILITE to publish this document in full on the World Wide Web and on CD-ROM and in printed form with the ASCILITE 97 conference papers, and for the documents to be published on mirrors on the World Wide Web. Any other usage is prohibited without the express permission of the authors.
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"Lecturing - In lectures, students often focus on external
demands in which they learn not by finding out something for themselves, but what someone else thinks they ought to learn.
Ideally, we want students to "go beyond the outward demands of a learning situation
and make connections between the content of the lecture and their understanding of the
world around
them." (Entwistle, et al. 1984) "
http://mime1.gtri.gatech.edu/courseware/autorecycling/ASMEpaper.html
Jeffrey S. Heidler[1] and John C. Thompson[3],
Multimedia in Manufacturing Education Laboratory
Georgia Tech Research Institute
Georgia Institute of Technology
Atlanta, Georgia
Matthew J. Hrinyak[2] and Farrokh Mistree[4]
The Systems Realization Laboratory
The George W. Woodruff School of Mechanical Engineering
Georgia Institute of Technology
Atlanta, Georgia
ABSTRACT 1. MULTIMEDIA AND STUDENT-CENTERED LEARNING 2. CASE STUDY: AUTOMOBILE RECYCLING 3. A FRAMEWORK FOR CREATING MULTIMEDIA CASE STUDIES
Courses today are instructor-centered in that students rely on the instructor and textbook as knowledge sources and offer themselves as "empty vessels" to be filled with facts and skills. We are interested in exploring student-centered learning using multimedia technology. We want to determine how multimedia can be used to empower students over their own learning. In this paper, we report on a small part of our investigation, namely, the development of a framework for implementing engineering case studies in multimedia to facilitate student-centered learning.
We concur with Brereton and co-authors that engineering education has gravitated toward teaching the fundamentals "through convergent tasks directed toward finding the right answer" (Brereton, et al. 1993) because it is "neat, tidy, easy to teach and to examine" (Holt, et al. 1985). In an instructor-centered learning environment a student has to rely on the instructor and textbook gain knowledge, in effect, acting like an "empty vessel" to be filled with facts and skills. In a student-centered learning environment, students are empowered over their own learning. They are able to attack ill-defined problems by identifying the boundaries, making assumptions, posing questions, and evaluating possible solutions. We contend that if students are taught in a student-centered learning environment, they will become `fully functioning, independent decision makers who can use analysis and experience to defend their decisions.' (Hight, et al 1993) In our opinion, multimedia provides an opportunity to include individualization and interactiveness, which are the keystones of student-centered learning. Accordingly, members of the Georgia Tech Research Institute (GTRI) Multimedia in Manufacturing Education (MiME) Laboratory and the Systems Realization Laboratory have joined forces to investigate the use of multimedia in manufacturing education.
In this paper, we report on a small part of our investigation, namely, the development of a framework for implementing engineering case studies in multimedia to facilitate student-centered learning. In Section 2 we present the case study we developed on automobile recycling. In Section 3 we describe the details of our framework and use the case study to highlight its use. Evaluation of our case study is the subject of Section 4. We close by assessing how well we succeeded in empowering students to learn.
In our case study we focus on automobile recycling. In this section we outline the initial lesson organization and briefly describe its final structure.
The case material on automotive recycling is intended to make students aware of efforts related to recycling industrial products composed of multiple components and materials. We received a packet of material in which some of the ongoing issues and work in the recycling of automobiles was highlighted. It begins with a brief introduction to recycling, including aspects of an environmentally benign product and a system's life-cycle loop. Automobile recycling is then covered in detail, including a description of how important issues such as ethics and legislation affect the current and future recycling of automobiles. The priorities of product take-back are covered, including material recycling, product reuse, and energy recovery. Finally, economic and future considerations for recycling automobiles are discussed. At the end of each section brief questions are given about the material. In addition, supplementary materials were available for use with the initial lesson:
In its original form, the case study is an adequate source for education in automobile recycling and could easily be presented in the traditional, instructor-centered setting. We, however, transformed this material into a multimedia format, to let students explore and in the process perhaps take charge of their own learning.
The current version of the case study is available on the World-Wide Web
(WWW). It can be viewed at the following location:
http://imb20.marc.gatech.edu/imb/CaseStudies-HTML/CaseStudies.html
The final organization of our case study is shown in Figure 1. It represents the structure
of the hyperlinks of the case study and shows how the supplementary information fits in.
We offer this figure as a navigational guide for users of the case study.
FIGURE 1 - AUTOMOBILE RECYCLING CASE STUDY ROAD MAP
The case study is structured in a hypermedia format, allowing students to read the material in any order they choose. As they discover one topic, they can explore other related subjects at the click of a button. We also include problem-solving exercises to familiarize the students with concepts like potential energy recovery or material surveys of a product.
To bring alive what students read, we include still photographs of a working automobile disassembly line, showing various aspects of the process, such as removing interior components and the drivetrain. In addition, we use portions of the Mercedes-Benz video to show not only a similar disassembly process, but to show how a product can be designed to make the recycling process easier and beneficial. Finally, we include the Activity-Based Costing model to show some of the costs associated with product recycling.
In this section we discuss the creation of a case for use in a multimedia environment. The conceptual framework we have developed, we believe, will allow designers to embody student-centered learning into a case. This framework is partitioned into a series of four distinct steps, as shown in Figure 2.
FIGURE 2 - FUNCTION STRUCTURE
The case study information is first analyzed to identify the basic requirements needed to develop a multimedia case study. Once the requirements are known, the case study information is sorted and arranged into a logical format. From this, a designer selects the information that he or she wants to use. Finally, the case study information is put into electronic format. In each of these steps, a designer checks the work on the project against the requirements developed at the beginning. Each of these sub-functions is described in detail in the next few sections.
The `identify' stage is the most important step in this process of developing a multimedia case study. It is important to clarify the situation so we can determine where we want to go and how we are going to get there. If we don't take care in performing this step, there is no guarantee that a given case study will incorporate student-centered learning. The breakdown of this step is shown in Figure 3.
The `identify' sub-functions have the following characteristics:
FIGURE 3 - THE `IDENTIFY' SUB-FUNCTIONS
Given the case study, who is the audience? In the design of any product, it is important for a designer to know who is going to use the product. If a designer understands who will be using the case study, then the information can be tailored to that audience.
Given the case study, what should students learn? A designer has to address the question 'what' because it defines the purpose of the task, giving us direction to follow for investigation. In this case, it also allows designers to provide a goal for students to achieve (motivation for learning the material). In general, we want students to learn enough information so that their knowledge base is sound, e.g., the engineering fundamentals learned in heat transfer, fluid mechanics, etc.
Given the case study, why should the material be learned? When we ask why should students learn we imply that their solid knowledge base is abstracted to a higher level. The information a student learns is broadened so that the deeper meanings of the information can be explored. It means developing new relationships with the information, seeing how it can be applied to both yourself and the real-world.
Case studies should facilitate a student's search for meaning, by providing references to possible relationships and showing the student how this can be applied to the real-world. A real-world problem seldom, if ever, has all of the necessary information available that is needed to solve it. By presenting open `real-world' type problems, students can become used to not having all of the information available to solve a problem, and proficient at making assumptions, using available assets, and being creative.
Given the case study, how can the material be learned best? The way information is presented to students strongly influences how well it is internalized. Educators have a wealth of techniques to choose from to present information. Traditionally, material has been presented to students in four ways from which they can learn.
In a student-centered learning paradigm, other techniques become prevalent. Some of these teaching techniques are:
Given the case study,
how can the material be learned best? The way information is presented to students
strongly influences how well it is internalized. Educators have a wealth of
techniques to choose from to present information. Traditionally, material has
been presented to students in four ways from which they can learn.
In a student-centered learning paradigm, other techniques become prevalent. Some of these teaching techniques are:
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Given the case study, how can we use technology? How we use technology will have an effect on how well material is learned by a student. Technology embodies the who, what, why, and how that we described above. What are our dreams and aspirations to embody these with technology? As technology continues to change at a rapid pace, designers and educators have to be on the cutting edge so that the student's potential for learning is at its highest. Multimedia is a way in which we use the various teaching methods to meet the educational objectives and uncover the hidden meaning.
In the sub-function `identify', we determined the who, what, why, and how of the case study, as follows:
Who is our audience? This case study is to be used in mechanical engineering design classes at the Georgia Institute of Technology. We determined that the audience for this case study will consist almost entirely of undergraduate or graduate students in an engineering related discipline. This information gives us an idea to the level of complexity and sophistication with which the case study should be presented.
What should the students learn? From the previous section, we first need to determine the fundamentals that a student should learn from a subject. From the initial lesson, we identified the following fundamentals:
Why should the students learn this? Again, it is not enough to learn just the fundamentals. Since all problems are not the same, some abstraction of the fundamentals is required to solve a given problem. Ideally, a multimedia classroom will support the transformation of information into knowledge by getting the students to apply the main concepts in this lesson to a different situation. As such, we developed a problem to directly cover the fundamentals discussed in the previous section.
"A good way to demonstrate the knowledge you gain by exploring this case study is to write a report discussing the issues involved in the recycling of a product of your choice, that addresses the following questions:
Answers to these questions are not given explicitly in the original lesson plan or our multimedia version of the case study. That is part of the goal to encourage students to take charge of their learning.
How should the students learn this? Once we have determined the recycling fundamentals and the abstraction of these to the real-world, we must generate possible methods for learning, i.e. we want to create the lesson in a form that will facilitate learning. We determined those methods mentioned in Section 3.1.1 as possibilities.
How can we use technology to accomplish our goals? How might we embody the specific case study fundamentals and learning methods mentioned earlier in this section? Through the use of technology. We ideated all the possible technology we would aspire to, that is, if there were no limits, what technology would we want to use? These ideas are shown in Figure 4.
FIGURE 4 - TECHNOLOGY ASPIRATIONS
In this stage, we set forth our objectives we want to attain by creating the case study in multimedia. We know where we want to go and how we might get there. With this done, we are ready to organize the material we have identified into some logical, coherent form.

FIGURE 5 - THE `ARRANGE' SUB-FUNCTIONS
The `arrange' sub-functions have the following characteristics:
Sort the case study material: We sort the case study information into a logical relationship by first dividing the material into stand-alone points. From this, we partition the points into main groups or themes, which are the main topics of the case study. Within each main topic we sort and combine the points again into sub-topics. Meanwhile, we consider where the available supporting materials (pictures, video, conferencing, etc.) fit in. When all the information is sorted we identify the interrelationships between our points and support. What we have in the end is a preliminary structure of the available information that will most likely resemble the structure of the final case study.
Determine applicable learning methods: In Section 3.1 we searched for all the possible learning methods from which to convey information. Now, from that list, we identify which are applicable to a specific case study.
Determine technology available: To decide which technology to use, we first need to know what is available, and from that, what is applicable to a specific case study. Designers that have an understanding of the technology available to them will know what can and cannot be done on a multimedia system. For example, say we have some type of information that is best presented orally. What technological format is best used? Do we use video or a live talk? What specific technology supports the presentation format we choose? As we partition our case study we start thinking about the resources available to present the information.
Sort the case study material: As an example of how we sorted the material for automobile recycling, an affinity diagram of the information in the major category `Closing The Loop', is shown in Figure 6.
BOLD = GROUP
TITLE
Plain Text = Stand-Alone Point
Italics = Supplementary Information.
FIGURE 6 - AFFINITY DIAGRAM OF CASE STUDY
Applicable learning methods: We analyzed those mentioned in Section 3.1.1 and found these to apply:
Determine technology available: To determine the technological possibilities, we investigated the types of multimedia platforms, video editing software, etc. available to us. By doing this we were able to narrow down our list of aspirations to a small list of available and applicable tools. As an example, we found four multimedia software platforms to choose from:
So far, we have organized the case study material into a rough form and identified candidate technologies and learning methods. Now, from this, we select what we actually want to use in order to finalize the case study.
To finalize our case study, we must evaluate all of our available information and resources and select the ones that meet the who, what, why, and how of Section 3.1. The organization of functions to complete selection of information and resources is shown in Figure 7. We take all the information we have available and determine what information we want to use. What we have in the end is a road map and plan to implement the case study in multimedia.
FIGURE 7 - THE `SELECT' SUB-FUNCTIONS
The three `select' sub-functions shown in Figure 7 are in parallel because they must occur simultaneously. A tradeoff exists between the materials and learning methods used, and the technology that can support them. If we want to include the materials and the learning methods in a multimedia case study, we must have the technology to do so. These sub-functions have the following characteristics:
Select case study and support materials: In this sub-function, we determine what information is helpful or essential in meeting the learning objectives we have set forth in the identify stage. Extraneous material is then discarded.
Select technology: In this sub-function, we narrow the list of applicable and available technologies to the ones that can best meet all of our needs.
Select learning methods: Here we narrow the list of applicable learning methods to those that can also best meet all of our needs.
In the sub-function `select', we selected materials from the automobile recycling lesson based on what was needed for full explanation of the fundamentals. Also, we finalized our choice of technologies and learning methods to use in the multimedia development.
Select case study and support materials: Since the case study was brief and to the point, we opted to use all of the information given.
Select technology: Since we had access to the MiME Laboratory, we had adequate facilities to create the case study. Some of our choices were easy. For example, there was only one type of video editing software available, so we used it instead of searching for an alternative. On the other hand, we had to choose other technology, such as the hardware platform (PC or Macintosh) and the multimedia platform (WWW, Authorware, etc.). Examples of the choices we made are listed below.
Select learning methods: From the list generated in the `arrange' step, we selected four learning methods to be embodied in the automobile case study, as follows:
The final step to creating our case study is to transfer the information to an electronic format. The structure to do this is shown in Figure 8.
FIGURE 8 - THE `IMPLEMENT' SUB-FUNCTIONS
We acquire or develop the hardware and software as necessary. At the same time, we develop any learning methods we may have. Once we have the hardware, software, and learning methods, we enter the information and resources into a database and then check to make sure everything is working as we planned.
The resulting case study on automobile recycling was shown in Section 2. To see if we have succeeded in empowering students of over their own learning, we put the case study to actual use in the classroom. The results of this testing are discussed in Section 4.
Our case study was evaluated by various groups of people at Georgia Tech, including ourselves, other multimedia designers, professors, and students enrolled in ME4803: Environmentally Conscious Design. We used both formative and effectiveness types of evaluations to evaluate the case study (Reeves, 1993). Formative evaluations aim at providing information on "debugging" or enhancing the courseware for usability. Effectiveness evaluations aim at providing information on whether the courseware has accomplished its immediate objectives, that is, did the users learn what is being taught. A summary of the evaluations follow.
Almost all reviewers gave comments applicable to the formative evaluation. From it, we determined which aspects of the case study were beneficial and which were detrimental. After combining all of their comments and reviewing them, several things became apparent. The positive aspects were seen as:
These comments can be attributed to the time spent organizing the objectives and content of the material. Reviewers felt the negative aspects were:
Many of the students using this case study thought that a more user-friendly navigational scheme would be helpful. This could be done through the use of a hyperlinking map, in which users could click on part of the map to link to the section they want. We used a text menu instead because of time considerations and the lack of experience / knowledge we had on this type of setup.
Most of the video problems were due to the lengthy download time of the video files. The download time could be quickened if we use shorter video clips, but we are ultimately limited by the speed of the computer network. Also, problems that were associated with video playback can be attributed to the use of improperly equipped computers.
Some students were unfamiliar with using the WWW. Thus, a few of these students experienced difficulty in using the case study. To alleviate this problem in the future, a demonstration is needed on how to access and use the WWW.
We used this evaluation to understand our level of success in incorporating the characteristics of student-centered learning. To embody the student-centered paradigm of learning, a multimedia application must contain features that embody this paradigm.
Some important features of the case study with respect to student-centered learning are:
Many of these comments lead us to believe that this type of presentation of material is more enjoyable to the students than a traditional type of presentation. Aroused curiosity is important for students to get motivated to explore and learn. One student noted that this type of presentation can be easily updated with new information, whereas a book, however, can soon get outdated. We reason that this format could be used to supplement texts in a course and allow students to learn about the latest achievements on that topic of interest. Another student noted that this format allows a person to learn at his/her own pace, as opposed to a lecture format.
The negative feedback we received was centered on the very objective we were trying to accomplish with the case study. A majority of the students felt that the questions were too "open" or "ambiguous". One student pointed out that "some of the questions were impossible to answer given the data provided". However, we received a comment from one student to the effect that "The questions helped me think independently on the topics which helped me gain new insights."
Were we effective in creating a student-centered learning environment?From the students' comments, we feel compelled to say no. Except for one bright spot, none of the students were successful in empowering themselves over their own learning. They worked through the case study, but were reluctant to tackle the open questions. Why might this have happened? Perhaps this is because these students have been brought up in the traditional way of teaching/learning, without an adequate background in negotiating solutions to open problems.
One thing we note is that the case study was made available to the students with the students being in complete control. That is, the instructor simply assigned the case study as homework and set the students loose to explore it. Now, it is our experience that students shy away from working with each other on homework and projects if they are not explicitly told they are allowed to. Some see it as a form of cheating. We intended collaboration and discussion to take place amongst students, as these techniques are helpful when solving open problems. This did not happen. Perhaps, students should have been told that they were expected to collaborate on negotiating a solution to the assignment. This, we believe is an interesting and perhaps an important observation in that success in introducing technology to facilitate learning is dependent on a change in perceptions and the existing classroom culture.
Are we able to facilitate the creation of a student-centered learning environment through the use of the framework? From the results of the case study evaluation, its easy to say no, but we feel otherwise. We have organized the framework so that at the beginning of the creation process, where most of the design freedom occurs, a student designer can consider the inclusion of various aspects of the new paradigm. If the student-centered paradigm is not considered up front, it has no chance of being included in the later stages. The `identify' step is where most of this occurs. The sub-functions in this step embody several characteristics of the paradigm, as shown in Section 4.2. For example, by considering who the audience is, the designer can tailor the curriculum to those students who will use the case. In Table 1, we show where various student-centered characteristics can be considered.
| "Identify" Sub-Functions | Student-Centered Characteristics |
|---|---|
| Who | * Tailor curriculum to students |
| What | * Projects designed for a pedagogical goal |
| Why | * Education in reflection * Learn to apply fundamentals & learn how to learn * Holistic, systems-oriented approach * Cope with and manage change |
| How | * Active involvement (interaction) * Teams working towards a common goal (collaboration) * Learn by doing on real-world problems |
TABLE 1 - FRAMEWORK AND THE STUDENT-CENTERED PARADIGM
This pattern of incorporating the student-centered paradigm is carried on in the later stages of case study development. For example, at the selection stage designers can select case study material, technology, and learning methods based on the effectiveness of each to embody the paradigm. So even though students didn't appear to experience student-centered learning, the framework has included in it provisions to make it possible to do so.
Even though some of our findings are discouraging, we still think multimedia can be a useful tool to accomplish the educational paradigm shift because so many of the teaching techniques and characteristics of a student-centered learning environment can be incorporated in a multimedia system. Reading, lecturing, collaboration, discussion, and real-world issues can be combined through multimedia. At the moment, the stumbling block seems to be that students are not encouraged to take control of their learning and are not experienced in solving open-ended problems. Our case study is useful for someone that knows how to handle an ambiguous situation. But if students have been trained to solve closed problems, then we cannot expect students to change their learning habits through use of one small case study. This case study is just one building block. That is, whole classes and curriculums need be designed for student-centered learning for us to be successful in teaching students to negotiate solutions to "real-world" problems.
We feel the case study in its current form is useful, but could better facilitate learning with inclusion of some of the following features:
What is the next step in development of this conceptual framework? The framework itself is, in a general sense, a simplified design process. From our perspective, the primary role of a designer is to make decisions. How can we support the designer of multimedia case studies in making decisions to allow for incorporation of the student-centered paradigm? To be of most use to a designer, an updated version of this framework will need to focus on this question.
We gratefully acknowledge the National Science Foundation grant DUE-9453883. Professor Bert Bras supplied us with the automobile recycling case study information and all of the supplementary material involved. We acknowledge the participation of R. Hammond and R. Howard in the development of this work as a project for the course ME6170: Engineering Design taught in Fall 1994 by Farrokh Mistree.
Brereton, M.F., L. Leifer, J. Greene, J. Lewis, C. Linde, "An Exploration
of Engineering Learning",
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Hight and L.A. Stauffer, eds.), ASME, 1993, pp 195-206. ASME DE-VOL-53.
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Emblemsvag, J. and B. Bras (1994). "Activity-Based Costing in Design for
Product Retirement." , Advances in Design Automation 94, (B.J. Gilmore, D.A.
Hoeltzel, D. Dutta, and H.A. Eschenauer, eds.), ASME, 1994, pp 351-362. ASME-DE-VOL-69.
Entwistle, N., D. Hounsell, and F. Marton, The Experience of Learning, Scottish Academic Press, Edinburgh, 1984.
Hight, T.K., L. Hornberger, and L. Sanchez, "Toward Critical Thinking Mechanical Designers", Design Theory and Methodology 93, (T.K. Hight and L.A. Stauffer, eds.), ASME, 1993, pp 189-194. ASME DE-VOL-53.
Holt, J.E., D. Radcliffe, and D Schoorl, "Design or Problem Solving - A Critical Choice for the Engineering Profession", Design Studies, Vol 6, No. 2, 1985.
Reeves, T. C., "Evaluating Interactive Multimedia", in Gayeski, D. M., (Ed.), Multimedia For Learning: Development, Application, Evaluation, Englewood Cliffs, NJ: Educational Technology, pp 97-112, 1993.
http://mime1.gtri.gatech.edu/courseware/autorecycling/ASMEpaper.html
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Random Access Instruction for Advanced Knowledge Acquisition in Ill-Structured Domains
Introduction: The Complex Context of Learning and The Design of Instruction A central argument of this paper is that there is a common basis for the failure of many instructional systems. The claim is that these deficiencies in the outcomes of learning, are strongly influenced by underlying biases and assumptions in the design of instruction which represent the instructional domain and its associated performance demands in an unrealistically simplified and well-structured manner. We offer a constructivist theory of learning and instruction that emphasizes the real world complexity and ill-structuredness of many knowledge domains. Any effective approach to instruction must simultaneously consider several highly intertwined topics, such as:
Based on a consideration of the interrelationships between these topics, we have developed a set of principal recommendations for the development of instructional hypertext systems to promote successful learning of difficult subject matter (see Spiro, Coulson, Feltovich, and Anderson, 1988; Spiro and Jehng 1990). This systematic, theory-based approach avoids the ad hoc character of many recent hypertext-based instructional programs, which have too often been driven by intuition and the power of the technology
In particular, we argue that Various forms of conceptual complexity and case-to-case irregularity in, knowledge domains (referred to collectively as ill-structuredness) pose serious problems for traditional theories of learning and instruction
In summary, structured aspects of knowledge pose problems for advanced knowledge acquistion that are remedied by the principles of Cognitive Flexibility Theory. This cognitive theory of learning is systematically applied to an instructional theory, Random Access Instruction which in turn guides the design of nonlinear computer learning environments we refer to as Cognitive Flexibility Hypertexts .
Selective Focus on Advanced Knowledge Acquisition in Ill-Structured Domains
The argument developed in this paper is not intended to cover all aspects of constructive mental processing. Similarly, instructional technology is a broad topic that will not be exhaustively addressed in this paper. Rather, we will focus on a set of issues implicated by consideration of some special instructional objectives (Merrill, 1983) and the factors contributing to their attainment. In particular, we will be concerned only with learningg objectives important to advanced (post-introductory) knowledge acquisition: to attain an understanding of important elements of conceptual complexity, to be able to use acquired concepts for reasoning and inference, and to be able to flexibly apply conceptual knowledge to novel situations. Furthermore, we will consider only complex and ill-structured domains (to be defined below). This combination of ambitious learning goals and the obliging nature of characteristics associated with certain knowledge domains will be seen to present special problems for learning and instruction that call for special responses at the level of cognitive theory and related instructional interventions.
We will argue that one kind of hypertext approach is particularly appropriate for this constellation of features associated with the instructional context. The omission of other varieties of computer-based instruction from our discussion does not imply any negative evaluation of their merits Indeed, in other instructional contexts the kinds of hypertexts we will discuss would be inappropriate (e.g., computer-based drill would be better suited to the instructional objective of memorizing the multiplication tables (see Jacobson and Spiro l991b for the presentation of a framework for analyzing instructional contexts to determine the choice of educational technologies).
In what follows, we wish to illustrate how a particular set of factors in the instructional context (including learning goals and the nature of the knowledge domain) and a set of observed learning deficiencies lead jointly to a recommended cognitive and instructional approach.
The Nature of Ill-Structured Knowledge Domains and Patterns of Deficiency in Advanced Knowledge Acquisition
Ill-Structured Knowledge Domains: Conceptual Complexity and Across-Case Irregularity
An ill-structured knowledge domain is one in which the following two properties hold: (1) each case or example of knowledge application typically involves the simultaneous interactive involvement of multiple, wide-application conceptual structures (multiple schemas, perspectives, organizational principles, and so on), each of which is individually complex (i e., the domain involves concept- and case-complexity); and (2) the pattern of conceptual incidence and interaction varies substantially across cases nominally of the same type (i.e., the domain involves across-case irregularity). For example, understanding a clinical case of cardiovascular pathology will require appreciating a complex interaction among several central concepts of basic biomedical science, and that case i5 likely to involve differences in clinical features and conceptual involvements from other cases assigned the same name (e.g., other cases of "congestive heart failure"). Examples of ill-structured domains include medicine, history, and literary interpretation. However, it could be argued that even those knowledge domains that are, in the main, more well-structured, have aspects of ill-structuredness as well, especially at more advanced levels of study (e.g., mathematics). Furthermore we would argue that ill domains which involve the application of knowledge to unconstrained, naturally occurring situations (cases) are substantially ill-structured. For example, engineering employs basic physical science principles that are orderly and regular in the abstract and for textbook applications (Chi, Feltovich, and Glaser, 1981). However, the application of these more well-structured concepts from physics to "messy real-world" cases is another. matter. The nature of each engineering case (e.g., features of terrain. climate available materials, cost. etc.) is so complex and differs so much from other .cases that it is difficult to categorize it under any single principle, and any kind of case (e. g, building a bridge) is likely to involve different patterns of principles from instance to instance. Similarly, basic arithmetic is well-structured, while the process of applying arithmetic in solving "word problems" drawn from real situations is more ill-structured. For example, consider the myriad ways that arithmetic principles may be signaled for access by different problem situations and problem wordings.
Advanced Knowledge Acquisition Mastery of Complexity and Preparation for Transfer
The objectives of learning tend to differ for introductory and more advanced learning. When first introducing a subject, teachers are often satisfied if students can demonstrate a superficial awareness of key concepts and facts, as indicated by memory tests that require the student only to reproduce what was taught in roughly the way that it was taught. Thus, in introductory learning, ill-structuredness is not a serious problem. Learners are not expected to master complexity or independently transfer their acquired knowledge to new situations. These latter two goals (mastery of complexity and transfer) become prominent only later, when students reach increasingly more advanced treatments of the same subject matter. It is then, when conceptual mastery and flexible knowledge application become paramount goals, that the complexity and across-case diversity characteristic of ill-structured domains become a serious problem for learning and instruction.
Patterns of Advanced Learning Deficiency in Ill-Structured Domains and Remedies in "Cognitive Flexibility Theory"
In this section we briefly review two related bodies of research: the nature of learning failures in advanced knowledge acquisition, and new theoretical approaches to more successful advanced learning and instruction.
Forms of a "reductive bias" in deficient advanced knowledge acquisition. Advanced knowledge acquisition, that very- lengthy stage between introductory treatments of subject matter and the attainment of expertise for the subject, has been very little studied (certainly in comparison to the large number of studies of novices and experts e.g., Chase and Simon, 1973, Chi et al..1981, Feltovich, Johnson, Moller, and Swanson, 1984 ). However, in our own recent investigations of advanced learning in ill-structured domains, we have found a number of notable results,some of which were somewhat surprising (Coulson, Feltovich and Spiro, 1989: Feltovich, Spiro, and Coulsor, 1989; Myers, Feltovich, Coulson, Adami, and Spiro, 1990; Spiro, Feltovich, Coulson, and Anderson, 1989) These results may be summarized as follows:
As we will see in the next section, more appropriate strategies for advanced learning and instruction in ill-structured domains are in many ways the
opposite of what works best for introductory learning and in more well-structured domains For example, compartmentalization of knowledge components works as an effective strategy in well-structured domains, but blocks effective learning in more intertwined, ill-structured domains which require high degrees of knowledge interconnectedness. Instructional focus on general principles with wide scope of application across cases or examples works well in well-structured domains (this is one thing that makes these domains well-structured), but leads to seductive misunderstandings in ill-structured domains, where across-case variability) and case-sensitive interaction of principles vitiates their force. Well-structured domains can be integrated within a single unifying representational basis, but ill-structured domains require multiple representations for full coverage. For example consider one kind of single unifying representation; an analogy to a familiar concept or experience. We have found that a single analogy may help at early stages of learning, but actually interferes with more advanced treatments of the same concept later on (Spiro et al., 1989; see also Burstein and Adelson, 1990). Any single analogy for a complex concept will always be limited in its aptness, and misconceptions that will develop when the concept is treated more fully can be predicted by knowing the ways in which the introductory analogy is misleading about or under-represents the material to be learned. To summarize, we have found that the very things that produce initial success for the more modest goals of introductory learning may later impede the attainment of more ambitious learning objectives.
There is much that appears to be going wrong in advanced learning and instruction (see also GPEP, 1984; Perkins and Simmons, 1989) . The cognitive theories and instructional practices that work well for introductory learning and in well-structured domains not only prove inadequate for later, more advanced treatments of the same topics, but adherence to those theories and practices may produce impediments to further progress. Our conclusion is that a reconceptualization: of learning and instruction is required for advanced knowledge acquisition in ill-structured domains (see also Spiro et al. 1987, 1988, 1989; Spiro and Jehng, 1990; Feltovich Spiro and Coulson, in press). Such a reconceptualization, taking into account the problems posed by domain ill-structuredness and the patterns of advanced learning deficiency observed in our studies is presented next in our discussion of constructivism and a new constructive orientation. Cognitive Flexibility Theory. After a brief survey of the tenets of that theory, we show its implications for the design of computer hypertext; learning environments that are targeted to the features of difficulty faced by advanced learners .in ill-structured domains.
Constructivism, Old and New: Cognitive Flexibility Theory and the Promotion of Advanced Knowledge Acquisition
The topic of this special issue of Educational Technology is constructivism. Our interpretation of this term, as it is applied to learning and instruction, is complex. We argue that there are different points in cognitive acts where constructive mental processes occur. First, we take it as an accepted cognitive principle that understanding involves going beyond the presented information. For example, what is needed to comprehend a text is not solely contained in the linguistic and logical information coded in that text. Rather, comprehension involves the construction of meaning: the text is a preliminary blueprint for constructing an understanding. The information contained in the text must be combined with information outside of the text, including most prominently the prior knowledge of the learner, to form a complete and adequate representation of the text's meaning (see Spiro, 1980, for a review; also see Ausubel, 1968; Bartlett, 1932; Bransford and Johnson, 1972; and Bruner, 1963).
However, our approach to constructivist cognition goes beyond many of the key features of this generally accepted view (see Spiro et al., 1987). The interpretation of constructivism that has dominated much of cognitive and educational psychology for the last 20 years or so has frequently stressed the retrieval of organized packets of knowledge, or schemas, from memory to augment any presented information that is to be understood or any statement of a problem that is to be solved. We argue that conceptual complexities and across-case inconsistencies in ill-structured knowledge domains often render the employment of prepackaged ("precompiled") schemas inadequate and inappropriate. Rather, because knowledge will have to be used in too many different ways for them all to be anticipated in advance, emphasis must be shifted from the retrieval of intact knowledge structures to support the construction of new understandings, to the novel and situation-specific assembly of prior knowledge drawn 'from diverse organizational loci in preexisting mental representations. That is, instead of retrieving from memory a previously packaged "prescription" for how to think and act, one must bring together, from various knowledge sources, an appropriate ensemble of information suited to the particular understanding or problem-solving needs of the situation at hand. Again, this is because many areas of knowledge have too diverse a pattern of use for single prescriptions, stored in advance, to cover enough of the cases that will need to be addressed (For other discussions of issues related to cognitive flexibility and " inert knowledge", see Bereiter and Scardamalla 1985; Bransford, Franks, Vye, and Sherwood, 1989 . Brown, 1989; Brown and Campione, 1981; and Whitehead, 1929.)
Thus, in Cognitive Flexibility Theory, a new element of (necessarily) constructive processing is added to those already in general acceptance, an element concerned primarily with the flexible use of preexisting knowledge (and, obviously, with the acquisition and representation of knowledge in a form amenable to flexible use). (However, also see Bartlett's, 1932, notion of "turning round upon one's schema.") This "new constructivism" is doubly constructive(1)understandings are constructed by using prior knowledge to go beyond the information given; and (2) the prior knowledge that is brought to bear is itself constructed, rather than retrieved intact from memory, on a case-by-case basis (as required by the across-case variability of ill-structured domains). (Also see Bereiter, 1985.) Cognitive Flexibility Theory is a "new constructivist" response to the difficulties of advanced knowledge acquisition in ill-structured domains. It is an integrated theory of learning, mental representation, and instruction. We now turn our attention to that theory. (Having discussed the relationship of Cognitive Flexibility Theory to constructivism, the latter term will not be used explicitly very often in the remainder of the paper--but it should be understood that when we talk about Cognitive Flexibility Theory, we are referring to a particular constructivist theory.)
Cognitive Flexibility Theory: A Constructivist Approach to Promoting Complex Conceptual Understanding and Adaptive Knowledge Use for Transfer
Limitations of space will not permit a detailed treatment of the key features of Cognitive Flexibility Theory in this section. Let it suffice to say that the tenets of the theory are direct responses to the special requirements for attaining advanced learning goals, given the impediments associated with ill-structured features of knowledge domains and our findings regarding specific deficiencies in advanced learning--knowing what is going wrong provides a strong clue for how to fix it. In lieu of any comprehensive treatment, we will discuss here one central aspect of the theory. Then, we will show how that aspect creates implications for the design and use of hypertext learning environments (For more detailed treatments of Cognitive Flexibility Theory. see Spiro et al. 1987,1988, Spiro and Jehng 1990, and Feltovich et al in press).
The aspect of Cognitive Flexibility Theory that we will briefly discuss here and use for illustrative purposes involves the importance of multiple positions of Instructional content. Some other aspects of the theory will be referred to in passing in the context of that discussion (Many of the tenets of Cognitive Flexibility Theory will not be mentioned at all; e.g., the vital importance of students' active participation in learning). A central claim of Cognitive Flexibility Theory is that revisiting the some material, at different times, in rearranged contexts, for different purposes, and from different conceptual perspectives is essential for attaining the goals of advanced knowledge acquisition (mastery of complexity in understanding and preparation for transfer). Content must be covered more than once for full understanding because of psychological demands resulting from the complexity of case and concept entities in ill-structured domains, combined with the importance of contextually induced variability and the need for multiple knowledge representations and multiple interconnectedness of knowledge components (see Spiro et al., 1988, for justifications of all these requirements). Any single explanation of a complex concept or case will miss important facets that would be more salient in a different context or from a different intentional point of view. Some of the representational perspectives necessary for understanding will be grasped on a first or second exploration, while others will be missed until further explorations are undertaken Some useful connections to other instructed material will be noticed and others missed on a single pass (with connections to nonadjacently presented information particularly likely to be missed). And so on. Revisiting material in an ill-structured domain is not a simple repetitive process useful only for forming more durable memories for what one already knows. For example, re-examining a case in the context of comparison with a case different from the comparison context (i.e., the first time the case was investigated ) will lead to new insights (especially if the new "reading" is appropriately guided), this is because partially nonoverlapping aspects of the case are highlighted in the two different contexts. The more complex and ill-structured the domain, the more there is to be understood for any instructional topic, and, therefore, the more that is unfortunately hidden in any single pass, in any single context, for any restricted set of purposes, or from the perspective of any single conceptual model. For example, just consider the importance of multiple knowledge representations, one thing made possible by multiple passes through the same material A key feature of ill-structured domains is that they embody knowledge that will have to be used in many different ways, ways that can not all be anticipated in advance. Knowledge that is complex and ill-structured has many aspects that must be mastered and many varieties of uses that it must be put to. The common denominator in the majority of advanced learning failures that we have observed is oversimplification, and one serious kind of oversimplification is looking at a concept or phenomenon or case from just one perspective In an ill-structured domain, that single perspective will miss important aspects of conceptual understanding, may actually mislead with regard to some of the fuller aspects of understanding, and will account for too little of the variability in the way knowledge must be applied to new cases (Spiro et al, 1989). Instead, one must approach all elements of advanced learning and instruction with the tenet of multiple representations at the center of consideration.
Cognitive Flexibility Theory makes specific recommendations about multiple approaches that range from multiple organizational schemas for presenting subject matter in instruction to multiple representations of knowledge (e.g., multiple classification schemes for knowledge representation). Knowledge that will have to be used in a large number of ways has to be organized, taught, and mentally represented in many different ways. The alternative is knowledge that is usable only for situations like those of initial Iearning; and in an ill-structured domain that will constitute just a small portion of the situations to which the knowledge may have to be applied.
Given all of this, it should not be surprising that the main metaphor we employ in the instructional model derived from Cognitive Flexibility Theory and in our related hypertext instructional systems) is that of the criss-cross landscape (Spiro et al., 1987; Wittgenstein, 1953), with its suggestion of a nonlinear and multidimensional traversal of complex subject matter, returning to the same place in the conceptual landscape on different occasions coming from different directions. Instruction prepares students for the diversity of uses of ill-structured knowledge, while also demonstrating patterns of multiple interconnectedness and context dependenceof knowledge, by crisscrossing the knowledge domain in many ways (thereby also teaching students the importance of considering complex knowledge from many different intellectual perspectives, tailored to the context of its occurrence. This should install an epistemological belief structure appropriate for structured domains and provide a repertoire of flexible knowledge representations that can be used in constructing assemblages of knowledge, taken from here and from there, to fit the diverse future cases of knowledge application in that domain..
Constraints on the Design of Hypertext Learning Environments Drawn from Implications of Cognitive Flexibility Theory
Thus far, we have discussed the relationships bewteen the nature of ill-structured knowledge domains and difficulties in the attainment of advanced learning goals (mastery of complexity and transfer to new situations). A principle of Cognitive Flexibility Theory was then introduced as one antidote to the problems of advanced knowledge acquisition in ill-structured domains. Now, we will briefly point to some of the ways that these cumulative considerations impinge on the design and use of hypertext learning environments.
First, the preceding discussion should make it reasonably clear that hypertext environments are good candidates for promoting cognitive flexibility in ill-structured domains. We have referred to the need for rearranged instructional sequences, for multiple dimensions of knowledge representation, for multiple interconnections across knowledge components, and so on. Features like these correspond nicely to well known properties of hypertext systems, which facilitate flexible restructuring of instructional presentation sequences, multiple data codings, and multiple linkages among content elements. It appears straightforward that a nonlinear medium like hypertext would be very well suited for the kinds of "landscape criss-crossing" recommended by Cognitive Flexibility Theory and needed in ill-structured knowledge domains (see also Bednar, Cunningham, Duffy, and Perry, 1991).
However, it is not that easy . Implementing Cognitive Flexibility Theory is not a simple matter of just using the power of the computer to "connect everything with everything else." There are many ways that hypertext systems can be designed, and there is good reason to believe that a large number of those do not produce successful learning outcomes (e.g., because they lead the learner to become lost in a confusing labyrinth of incidental or ad hoc connectionst.) What is needed is the discipline of grounding hypertext design in a suitable theory of Iearning and instruction. That is what we have done in several prototype hypertext systems derived from Cognitive Flexibility Theory and tailored to the known obstacles to advanced learning in difficult and ill-structured domains (Spiro et al 1988; Spiro and Jehng, 1990). To provide some idea of how theory informs design, consider just one very simple example of a hypertext design decision that responds to the aspect of Cognitive Flexibility Theory-based logic discussed in the last section: rearrangement of the presentation sequence of content that has been investigated previously, In order to produce different understandings when that content is re-read.
Illustrating the Theory- and Context-Based Logic of Hypertext Design
Because of the feature of conceptual instability in ill-structured domains (i.e., the same conceptual structure takes on many more meanings across instances of its use than in well-structured domains), Cognitive Flexibility Theory dictates as discussed in the last section, that one kind of instructional revisiting should produce an appreciation in the learner of the varieties of meaning "shades" associated with the diversity of uses. As Wittgenstein argued (1953), the meaning of ill-structured concepts is in their range of uses, rather than in generally applicable definitions - there is no simple "core meaning." We extend Wittgenstein's claim to larger units than the individual concept (e.g., complex conceptual structures such as a theme of a literary work). So, a feature built into our hypertexts is conceptual structure search: content is automatically re-edited to produce a particular kind of "criss-crossing" of the conceptual landscape that visits a large set of case examples of a given conceptual structure in use. The learner then has the option of viewing different example cases of the application of a concept he or she chooses to explore. That is, the instructional content is re-edited upon demand to present just those cases and parts of cases that illustrate a focal conceptual structure (or set of conceptual structures). Rather than having to rely on sporadic encounters with real cases that instantiate different uses of the concept, the learner sees a range of conceptual applications close together, so conceptual variability can easily be examined. Learning a complex concept from erratic exposures to complex Instances with long periods of time separating each encounter, as in natural learning from experience, is not very efficient. When ill-structuredness prevents telling in the abstract how a concept should be used in general, it becomes much more important to show together the many concrete examples of uses. In sum, a hypertext design feature is incorporated as a response to a learning difficulty caused by a characteristic of ill-structured knowledge domains. (Of course, the issue of example selection and sequencing in a concept instruction has been dealt with before, e.g., Tennyson and Park. 1980. What is novel about the present approach is the particular way that this issue is addressed and the kinds of higher-order conceptual structures that are studied. Even more important is the fact that that single issue is addressed within a larger, integrative framework. (That is, the treatment of conceptual variability is just one aspect of a complete approach in which the diverse aspects are theoretically united.)
Following this same kind of logic, we will sketch briefly some of the other ways that hypertext design features can be made to match the goals of advanced learning-under the constraints of domain ill-structuredness and according to the tenets of Cognitive Flexibility Theory. For this purpose we will use one of our Cognitive Flexibility Hypertext prototypes. Exploring Thematic Structure in Citizen Kane ("KANE," for short - Knowledge Acquisition In Nonlinear Environments; see Spiro and Jehng, 1990, for details), which teaches processes of literary interpretation in a post-structurallst mode (e.g., Barthes, 1967). KANE is a learning environment that goes beyond typical instructional approaches to literary interpretation that too often settle on a single, inlegrative understanding ("The theme of Citizen Kane is X ") . Instead, students are shown that literary texts (in this case a videodisc of a literary film) support multiple interpretations, the interpretations combine and interact, they take on varying senses in different contexts, and so on. For example, the issue of conceptual variability that was discussed above is addressed by providing an option that causes the film to be re-edited to show just those scenes that illustrate any selected conceptual theme of the film (e.g., "Wealth Corrupts," "Hollow, Soulless Man," etc.). Using this option, the learner could, for example, see five scenes in a row, taken from various places in the film, that illustrate different varieties or "flavors" of the "Wealth Corrupts" theme. Each scene essentially forms a miniature case of the Kane character's behavior that illustrates the targeted theme. (Although the student is assumed to have already seen the film one or more times--this is advanced knowledge acquisition for Citizen Kane-the nonlinear presentation may still occasionally confuse; therefore, to deal with this and other kinds of out-of-sequence criss-crossings, a design feature of Cognitive Flexibility Hypertexts is the provision of optional background information on the contexts immediately preceding the one being explored.) Because of the inability of abstract definitions (as might be construed for a theme such as "Soulless Man") to cover conceptual meanings-in-use in ill-structured domains, supplementary guidance about the way meaning is used in a particular situation (Brown, Collins, and Duguid, 1989) is required. This is provided for in KANE by giving the learner the option of reading an expert commentary on the special shade of meaning associated with the conceptual theme as applied to a scene, immediately after the scene is viewed. These functional and context-sensitive (particularized' definitionsexplain why the scene is considered to be a case of a them such as "Wealth Corrupts.") Note that a particularized representation of meaning is not the same as a dictionary sense of a word: the latter refers to different sub-types of a word's meaning, but with an implied similarity or overlap across instances of the same type--so there is less need to tailor to the individual case, in Contrast, particularizing, as we mean it, implies a representation of a concept that is necessarily expressed in terms of an instance of usage (case, example, scene, occasion of use), as required in an ill-structured domain. Commentaries also include information about knowledge access- what cues in the case context should provide a "tip-off" that a particular ccncept might be relevant for analyzing a case--if one can not access relevant conceptual information in memory, this knowledge will not be useful on subsequent occasions.
The commentaries also provide cross-references to other instantiations of the conceptual structure that constitute an instructionally efficacious set of comparisons (e.g., other cases/scenes in which either a roughly similar or saliently different particularized sense of that conceptual theme occurs). The guiding commentaries also include another important kind of cross-reference, namely to other conceptual themes that have interpretive relevance in accounting for the same case of Kane's behavior, concepts that interact with and influence the meaning of each other in that scene. (Note that these different kinds of cross-references counter the reductive tendencies toward compartmentalization of concepts and their cases of application that we have found to be harmful in advanced learning.) Thus there is a double particularization in Cognitive Flexibility Hypertexts: the generic conceptual structure is particularized not only to the context of a specific case, but also to the other concepts simultaneously applicable for analyzing that case. That is, each case or example is shown to be a complex entity requiring for its understanding multiple conceptual representations, with the role of non-additive conceptual interdependencies highlighted.
Each of the conceptual themes used in KANE is itself a wide-scope interpretive schema that has been argued for in the secondarv literature on the film as being the most important theme for understanding the character of Kane. In reality, however, an ill-structured domain has no single schema that is likely to cover everything of interest for an individual case, nor is any schema/theme/concept likely to dominate across a wide range of cases. Therefore the greater the number of such broad-gauge schemata that are available (and KANE provides ten), the greater the utility for underslanding in two senses. First, there will be adequate coverage of the complexity of an individual case by an appropriately diverse set of schemata (something which is also modeled in KANE by the simultaneous display of all the relevant conceptual themes in each scene). Second, the likelihood is increased that the most apt set of conceptual schemata will be cognitively available for understanding any one of the highly diverse new cases that will be encountered in an ill-structured domain -the more conceplual structures there are to choose from, each a powerful schema itself and each taught in its complex diversity of patterns of use, the greater the chance that you will find a good fit to a given case. A related virtue is that configurations or combinations of conceptual structures are thereby demonstrated; since multiple conceptual representations will be required for each instance of knowledge appiication, the ability to combine conceptual entities and to recognize common patterns of their combination is crucial. The process of situation-specific knowledge construction, so important for transfer in ill-structured domains, is thus supported in at least two important ways: the processes of adaptive knowledge assembly are demonstrated, and the flexible knowledge structures required for this assembly are acquired. Furthermore, as users of the program shift over time into more of a "free exploration" mode, where they independently traverse the themes of the film in trying to answerquestions of interpretation (posed by teachers or themselves), their active participation in learning the processes of knowledge assembly increases.
Flexible tools for covering content diversity and for teaching knowledge assembly combine to increase the resources available for future transfer application of knowledge (e.g. interpreting a scene that has not yet been viewed or assembling prior knowledge to facilitate comprehension of a critique written about the film). By making many potential combinations of knowledge cognitively available-either by retrieval from memory or by context-sensitive generation--the learner develops a rich palette to paint a knowledge structure well fit to helping understand and act upon a particular case at hand. This is especially important in an ill-structured domain because there will be great variety in the demands on background knowledge from case to case (and with each case individually rich in the knowledge blend required). This discussion could continue for many other features of Cognitive Flexibility Hypertexts that are specifically derived from Cognitive Flexibility Theory. What would be in common across any such discussion is that each feature could be shown to have thc following purpose: to counter an advanced learning difficulty endemic to ill-structured domains.
Concluding Remarks
We have just discussed a few of the many kinds of revisitings of instructional content in rearranged contexts that are implied by Cognitive Flexibility Theory and embodied in our hypertext systems. However our goals in this paper were necessarily limited. Our purpose was merely to begin to illustrate the way design features of a particular kind of computer learning environment are related to cognitive and instructional theories that are themselves based on the problems posed by the interaction of learning objectives and characteristics of ill-structured knowledge domains. That is our intention was to illustrate a way of thinking about the design of hypertext !earning environments that is sensitive to and dependent upon the cognitive characteristics necessary for advanced knowledge acquisition in ill/-structured domains. In particular these are the characteristics of the new constructivism that we discussed earlier and that are properties of Cognitive Flexibility Theory. The realm of constructive processes must be taken beyond the retrieval of knowledge structures from memory (for the purpose of going beyond the information given in some learning situation) to also include the independent, flexible, situation-specific assembly of the background knowledge structures themselves.
In sum, we consider our work to be moving towards a systematic theory of hypertext design to provide flexible instruction appropriate for developing cognitive flexibility. We have called the instructional theory that is derived from Cognitive Flexibility Theory and applied in flexible computerlearning environments Random Access Instruction. It and the developing hypertext theory is laid out in considerable detail in Spiro and Jehng (1990). We are encouraged so far about the robustness, systematicity, and generality of our hypertext design principles in that they have been applied in very similar ways to develop hypertext prototypes in domains as diverse as cardiovascular medicine literary interpretation and military strategy. Preliminary data on the effectiveness of these Cognitive Flexibility Hypertexts- is also encouraging. For example, Jacobson and Spiro (1991a) investigated two different design approaches for structuring a hypertext learning environment to provide instruction in a complex and ill-structured domain (the social impact of technology). The results of this experiment revealed that while the design which emphasized the mastery of declarative knowledge tied to higher performance on measures of memory for presented facts the design based on Cognitive Flexibility Theory (which highlighted different facets of the material by explicitly demonstrating critical interrelationships between abstract and case-centered knowledge components in multiple contexts on different passes through the same content) promoted superior transfer to a new problem-solving situation. More empirical testing is clearly required and numerous other issues of hypertext design remain to be discussed. However, those are stories for another time.
Acknowledgments
The research reported in this paper was supported in part by the Basic Research Office of the Army, Research Institute (MDA903-86-K-0443) and the Office of Educational Research and Improvement (OEG0087-C1001). Some of the background research on the learning and understanding of complex conceptual material was supposed in part by the Office of Naval Research, Cognitive Science Division (N00014-87-G 0165, N00014-88-K-077). The paper does not necessarily reflect the views of these agencies. We would like to express our gratitude to Susan Ravlin for her first-rate programming work on the Cognitive Flexibility Hyperexts, and to Tom Duffy and Jane Adami for several very helpful comments on an earlier draft of the paper. NL_TI_Cognitive+Flexibility+Hypertexts
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Evaluating Educational Technology
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In this essay we want to introduce readers to some of the possibilities and dangers that are entailed with "hypertext" systems for learning.2 New technical resources and systems for organizing information challenge traditional notions about what a "text" is, what it means to "read" different media or sources of information, and what the relation is between an "author" and a "reader." In this context, quantitative change - change in the amount of textual information that can be accessed, the speed with which it can be accessed, and the number of linkages that can be established between discrete textual components - can promote a qualitative change in the processes of constructing knowledge and understanding. Such changes raise fundamental issues for educational theory and practice; in fact, we do not think it is an exaggeration to compare them in scale and significance - as others have - with the invention of the printing press, a technical innovation that eventually had far-reaching effects on social, political, intellectual, and cultural life.
We will discuss how hypertext is similar to, and how it differs from, other forms of
information creation, organization, storage, and retrieval. We will examine the influence
hypertext has on the information it organizes and the implications this has for both users
and authors of hypertext systems. Finally, we want to explore a number of problematic
issues, focusing on the potential for bias and distortion within hypertexts and on the
paradoxical demand that hypertext systems balance accessibility with flexibility.
Hypertext is already a feature of many CD-ROM's and is the basic form of the World Wide
Web. These and other educational uses of hypertext will certainly be on the increase
during coming years; yet the growth of hypertext has not always been accompanied by a
critical reflection on its assumptions about cognition and learning, about its possible
consequences for attaining certain educational benefits at the expense of other aims, or
for issues of equity. We hope to initiate such a critical conversation here.
As a way of introducing readers to this new and conceptually complex learning environment, we will try to draw from various analogies and literary parallels, seeking to develop different points of connection with the basic idea of hypertext. Because the first drafts of this essay were written interactively, over electronic mail, we have also tried to maintain some of the flavor of two "voices" through the use of regular and italicized text in different sections of this essay.3 These sections can be read in a different order from that presented here, and while many of the same basic ideas will come across in any event, readers who might consider these sections in an alternative sequence would no doubt see some new connections that we did not anticipate or highlight in our original organization. We often return to the same topic or theme from different vantage points, suggesting a connection with previous and upcoming mentions of that topic. In all of this, we are trying to incorporate some elements of the hypertext model in this essay.4
What is Hypertext?
Hypertext describes a kind of informational environment in which ideas are linked to one another in multiple ways. It is a system for organizing information, just as a library card catalogue or a rolodex file are systems for organizing information:
Hypertext is a means of allowing widely differing material to coexist in a computer system; access is controlled by creating networks, links, and branches, recognizing the spatial multidimensionality of written materials, their manifold interconnectedness.5
But hypertext is more than just a new way of organizing existing information; it influences the kinds of information it organizes. As the organizing system of a hypertext grows and evolves, the structure of the information itself changes. Form and content are interdependent. This raises, therefore, deeper questions about knowledge: because knowing depends upon the meaningful organization of information, new methods of organization imply changing forms of knowledge. Furthermore, to the extent that hypertext systems incorporate the capacity both to impose patterns of organization on existing information and to facilitate the hypertext user's ability to imagine and create new patterns of organization, hypertext challenges traditional distinctions between accessing and producing new knowledge.
In hypertexts, as in texts generally, there is an interactive relation between the structure of a text and the strategies of reading it invites. While any book can be read hypertextually (a point we will return to later), hypertexts facilitate reading strategies in which the reader is making connections laterally, beyond the text, as well as linearly, within it. Hence, the discussion of hypertext also raises an opportunity to reconsider basic questions about the nature of reading texts of any sort.
History and Background
The visionary forefathers of hypertext were Vannevar Bush and Theodor Nelson. In 1945, Bush, Franklin Roosevelt's science advisor, described his idea of a memex - "an interactive encyclopedia or library" - a dynamic as opposed to static system for organizing information.6 Bush argued that this would mimic the mind's way of thinking:
The human mind...operates by association. Man [sic] cannot hope to fully duplicate this mental process artificially, but he certainly ought to be able to learn from it. One cannot hope to equal the speed and flexibility with which the mind follows an associative trail, but it should be possible to beat the mind decisively in regard to the permanence and clarity of the items resurrected from storage.7
This sort of encyclopedia or library is not only a collection of books or volumes, but a kind of "meta-book" itself - a "book of books," interconnected and cross-referenced, which can be entered from multiple points and read in various sequences. Soon after Bush, Ted Nelson coined the term "hypertext" to describe this nonlinear form of writing: "text that branches and allows choices to the reader."8 What is so novel and interesting about this type of text?
When we write text, the basic line of development is usually sequential - connecting what we said before to what we plan to say next. Our logical language and forms of organizing text ("therefore," "on the one hand, on the other hand," "Chapter 1, 2, 3, 4," "Introduction, Summary, and Conclusion," etc.) are based on the idea of a linear narrative line. Hypertext, on the other hand, is more like the novel "Hopscotch" by Julio Cortazar,9 in which the 155 short chapters can be read in different orders; the order in which they were written, or the order in which they are printed on bound pages, need not determine how they can or should be read.10 Hypertext is the next step in this development, where sentences (or chapters) do not even have to be read from the same "book," where there is no preordained order defined by the mere physical proximity of lines on a page, or by page or chapter numbers enumerating a given packet of paper. Hypertext invites "hyperreading."
Traditional Text vs. Hypertext
Traditional text assumes a kind of reading that is primarily linear and sequential. It is most often printed and permanent, produced in documents that exist as discrete physical units. Readers encounter information as it is structured by the sequence, style, and organization conceived by the author. References may be made to other texts within the narrative, but these materials exist outside the body of the document, the primary text.
A hypertext, on the other hand, is a collection of "nodes" - pieces of text that can be as small as a word or fragment, or as large as a book or another complete work - connected by "links" that allow the reader, usually in a computer environment, to access those other information sources directly from a given textual starting point. A hypertext may include a central narrative or discussion that one can read sequentially, but it also offers specific opportunities to branch off from that primary text into other textual materials. Footnotes are a simple example of this system: the small numerals at the end of certain sentences direct interested readers to explanations, citations, or elaborations available at the bottom of each page. We can extend this idea to consider, first, that these footnotes might include excerpts from other texts, or to complete texts themselves; to other sections of the primary text that one might jump ahead or back to instantaneously; to extended commentary that might be tangential to the subject of the primary text; to the marginalia of previous readers commenting on the text as they have read it; and so on. We can imagine, further, that these many supplementary textual sources are themselves interlinked through a complex system of cross-referencing. The text can be read as a hypertext. In fact, hypertext is sometimes superficially described as "electronic footnotes"; however, this description fails to capture the capacity of hypertext to incorporate richer and far more multidimensional linkages than any footnote can (including, potentially, multimedia resources).
What is the "text" that I am reading? Should the "primary text" be the main focus of concern, and the other sources merely amplifications and supplements to it; or is the primary text merely the top layer in one version, the entry point to an entire system of textual information in which, once I enter it, as in a maze, I might be led to points of discovery far afield from the primary text? Might I never return to that text, or feel the need to?
For example, if I am drawn from a chance comment in the introduction of one text to a quotation, and from that to a biography of the speaker of the quote, and from that to an historical account of the era in which she spoke, I will be not only gaining new information, but relating these "nodes" together in ways that may be entirely independent from the purposes of the original essay. As Nelson emphasizes, in this type of environment there is much greater freedom in making determinations as a reader of a text about what relates to what, or what ideas should follow or precede others: these are no longer circumscribed by the actual form or sequence of text presentation.
Indeed, hypertext begins to blur the idea of what constitutes the "primary
text."11 In hypertext, the primary text exists in a web of textual information that
includes annotations, references, critiques, and supplementary materials that are all
immediately accessible to the reader. The interactive character of
reading any text is highlighted with a hypertext, in which the primary text is a gateway
into a much larger, complex network of referential material to be explored. In a
hypertext, any information point should be seen, not as simply an isolated
"fact" or a discrete reference point, but as a node of multiple intersecting
lines of information.
If we rethink this idea relationally, the year 1492, say, no longer reads as merely
"Columbus comes to America" - it also reads "the expulsion of Jews from
Spain"; "the completion by Michaelangelo of one of his first sculptures, 'The
Battle of the Centaurs'"; and, of course, many other events, from the momentous to
the trivial. This is exhilarating in one sense, mind-boggling in another.
- What makes Columbus in America more "central" to the importance of 1492 than
Jews in Spain or Michaelangelo and his Centaurs?
- To whom is it "more central"?
By what criteria?
- Did Columbus "discover" America, or "invade" it? Why 1492, not 1493?
- Why these Western events, and not those occurring in Africa, Asia, or the Middle East?
- How are these decisions made?
Analogies for Hypertext
Some familiar examples of hypertext-like systems that we use every day may help to illustrate further the ways in which hypertexts link information.12 Many of us have used note cards to record and organize bits of information. Each card contains a discrete chunk of information; these cards might refer to one another, and the order of the cards might be rearranged to reflect different views of a topic. For example, one can arrange a stack of cards chronologically or alphabetically by author, depending on one's purpose.
Reference books, such as dictionaries and encyclopedias, are also similar to hypertext. In the body of each entry, references are made to other sections of the text where additional, related information may be found. Hence the text is not simply a collection or list of entries, but also a system of interrelationships; and in fact its value as a knowledge tool may be primarily in how and where it proposes these links.
Marginalia often represent readers' attempts to establish their own links to other sources based on the associations they make with what they are reading. Comments and notes in the margins may include references to the reader's own views on the subject; to other pages or sections of the text to which the reader sees a connection; to other texts; and so on. In this process, the reader is actively modifying the text, customizing it, making it into her hypertext.
What this discussion begins to show is that in a sense every text is a rudimentary hypertext, implying choices - sometimes by the author, sometimes by the reader - about relevance, selectivity, and meaningful forms of linkage with other textual sources. Hypertexts produced with this potential explicitly in mind merely highlight an interlinked structure that is inherent to some extent in any text; the difference is that hypertexts actively invite and facilitate multiple, alternative readings of the same material.
Imagine a library with thousands and thousands of books arranged on long shelves. We take a book (it doesn't matter where we start) and connect lengths of string to every other book to which it refers. Then we take a second book and do the same, and so on. It doesn't take long to realize that this task is physically impossible. A card catalogue, including a record of books in the library, their location, and a large number of cross-references, is a fairly complex hypertext, but even its information storage capacities are limited by space (how large each card is, how much information it can contain) and accessibility (how many cards there are, how long it would take to leaf through them to find the reference one seeks). But an on-line computer hypertext makes possible the virtually limitless and very rapid linking of information.13
Electronic links are not subject to the same physical or practical limits of proximity (a major issue in libraries is what you place near other things), so the links can be multiplied enormously.14 But there is a further level of complexity. In this first-level example, we were only connecting texts to other texts to which they actually refer. But then, in addition to these connections, there are new connections we might discover in the process of exploring the texts. Each link generates many potential new links. So nodes A and B are linked. B was linked to C, so now A is linked to C. But the link of A to C also changes the link of C to B; or gives rise to a new node ("C in light of A"). Making linkages within hypertext is not simply a matter of mechanically associating givens; it is inevitably an active process of interpretation - of authoring - itself. And this process of interpretation is inevitably open-ended and indeterminate, because of the "hermeneutic circle" inherent in forming such linkages: the cycle of how novel information changes the way we understand familiar information, thereby making it novel information, and so on. Because this process is so unpredictable and potentially infinite, it even begins to blur the very notion of significant, discrete data points: what do A, B, or C mean when they come to be seen in immediate relation to one another - and, in turn, to many other things?
Gilles Deleuze and Flix Guattari suggest a powerful metaphor for this construction of the text in their discussion of rhizomes.15 A rhizomatic plant (mint, certain grasses, etc.) depends upon a root-like system that is decentered, spreading in all directions; a more tree-like plant structure, on the other hand, depends upon a central tap root and a more hierarchically organized set of roots of progressing size, centrality, and importance to the system ("any point on a rhizome can be connected with any other, and must be. This is very different from a tree or root, which fixes a point and thus an order"16). Deleuze and Guattari develop these two metaphors, the rhizome, or grass, versus the root system, or tree, into two guiding models of the text. They describe the rhizomatic in terms of six principles:
1 and 2. Principles of connection and heterogeneity: any point of a rhizome can be connected to any other, and must be....A rhizome ceaselessly establishes connections between semiotic chains, organizations of power, and circumstances relative to the arts, sciences, and social struggles....
3. Principle of multiplicity: it is only when the multiple is effectively treated as a substantive, "multiplicity," that it ceases to have any relation to the One....Multiplicities are rhizomatic....A multiplicity has nether subject nor object, only determinations, magnitudes, and dimensions that cannot increase in number without multiplicity changing in nature....
4. Principle of asignifying rupture: against the oversignifying breaks separating structures or cutting across a single structure. A rhizome may be broken, shattered at a single spot, but it will start up again on one of its old lines, or on new lines....These lines always tie back to one another. This is why one can never posit a dualism or a dichotomy, even in the rudimentary form of the good and the bad....
5 and 6. Principle of cartography and decalcomania: a rhizome is not amenable to any structural or generative model. It is a stranger to any idea of genetic axis or deep structure....A rhizome is altogether different, a map and not a tracing.17
This discussion illuminates a key feature of poststructural thinking, but its main
value in the present context is to suggest a useful way of thinking about hypertext - as a
rhizomatic textual system. 18While we began with the idea of a root,
or "primary text," from which all other references were merely extensions and
addenda, we found that very quickly the multidimensional structure of hypertext puts all
references and texts at a common level, no one of which can claim a priori centrality, but
only a relative centrality, given a particular purpose. Even hierarchically
organized hypertexts can be given over to very different uses; it is the nature of any
hypertext system to permit exploration across unanticipated pathways that belie any
pregiven organization or hierarchy.
Hence this rhizomatic structure can be seen as both a feature of the organization of text,
and as a way of reading any text nonlinearly and nonhierarchically - the difference is the
degree to which a hypertext, by explicitly representing such a nonlinear, nonhierarchical
structure, encourages such readings.
The significance of computer hypertext systems, as opposed to other, more simple hypertexts, lies in the number of associations that can be made and the ease and speed with which they can be accessed. Only by means of a computer network can one have direct access to every other linked node in a system.19 When one is reading a book and it refers to a passage in another book one may, depending on one's degree of interest, get up, walk to the library, find the book, check it out, return to the office, find the passage, read it, and then (perhaps) return to the original text (maybe the second book turns out to be more interesting or useful). But, of course, that book might not be available, or it might be raining. In a hypertext system, the same reference can appear on the computer screen at the stroke of a key - as easily and automatically as one can call up the following page or any other part of the original text. As discussed before, this reference may lead to a third reference, or back to the original material. This seamless shifting from text to text is only possible on-line. The sequence of page or chapter order within a text becomes only one of many possible organizing systems.
Moreover, hypertext throws open the parameters of what can be searched for. In traditional forms of data organization, the search parameters are fixed. In a library's card catalogue, for example, access to text and information are restricted to certain fixed search categories such as author, title, or previously codified descriptors and keywords. Hypertext is able to operate among any segments of text, allowing them to be accessed in flexible, intuitive ways.20 Moreover, in at least certain types of hypertext, these links are not only passive (hard-wired into the system) but active, allowing readers to create new links, and new types of links, in terms of their own emergent understandings of the material. The immediacy and flexibility of hypertext are, therefore, much more than matters of convenience. At a deeper level, hypertext can not only allow accessing author-identified references, but also allow readers to create and search their own associative references. In this, they become not only consumers of a text, but active contributors to it: the distinction of author and reader, as Michel Foucault and many others have pointed out, begins to break down.21
Hypertext, Knowledge, and Thought
As Vannevar Bush noted, the structure of hypertext environments parallels and can facilitate the ways in which we learn: nonsequentially, dynamically, and interactively, through associations and by exploration. Hypertext can allow the user the freedom to navigate courses through the material in a manner determined by his or her own interest, curiosity, and experience, or by the nature of the task at hand, rather than following a course predetermined by the author. Hypertext makes concrete the idea of interactive reading.
This process of actively selecting and assimilating new information in light of personally coherent cognitive frameworks meshes the potential of hypertext with constructivist learning theories, especially schema theory. This link is particularly strong when we consider knowledge domains that are complex and indeterminate; domains requiring a high degree of "cognitive flexibility" and a tolerance for ambiguity.22
"Learning" and "understanding" operate by
making connections. We come to comprehend something when we
can bring it into association with other things we already know. Mind and memory are themselves hyperenvironments: we do not learn new
information as discrete, isolated facts - or, if we do, we are not likely to remember them
for long. The information we learn best is material that can be integrated with
knowledge we already have, frequently through complex and multiple links of association.
John Slatin captures this idea nicely in discussing the need for writing that
"surprises" the reader:
The informational value of a given document is not simply a function of the quantity of information it presents or the facts it contains. At one level of abstraction, what we call information may indeed consist in numbers, dates, and other information, other facts....At a somewhat higher level of abstraction...none of these data can be considered information until they have been contextualized, arranged in such a way that both the significant differences and the significant relationships among them may become apparent to the intended reader....[T]his is when information becomes knowledge.23
In this process of establishing active, novel, and idiosyncratic patterns of association, the line between "primary" and supplemental materials fades and disappears. Even the conventional bonds that hold together what we once would have considered a "single" text begin to dissolve. As Paul Delaney and George Landow describe it,
the text [in a hyperdocument] appears to break down, to fragment and atomize into constituent elements (the lexia or blocks of text), and these reading units take on a life of their own as they become more self-contained and less dependent on what comes before or after in a linear succession.24
For example, there are lines from literature and elsewhere - "'Twas brillig," or "Fourscore and seven years ago" - even scenes from movies - Cary Grant hanging off Mt. Rushmore, Humphrey Bogart saying good-bye in Casablanca, etc.,- that evoke an entire range of responses, images, and associations, quite apart from the narrative in which they were originally contained. They stand between that text and the nodes of the association they evoke. In that sense, the "primary work" has broken down into a series of independent and separable nodes.
In this view of hypertextual representations of knowledge, all
nodes become "leveled" - none are a priori more important, or central, than any
others. This is the poststructuralist dream state: a
limitless bricolage of fragments and pieces that can be brought into new and unpredictable
associations with one another.25
The possibilities of novelty and creativity inherent in this view of knowledge should be
clear, as is its potential for chaos, arbitrariness, and spinning out endless permutations
and juxtapositions for their own sake. 26The development of computer-based hypertext
systems is not responsible for this shift in our understanding of the text and processes
of reading - the work of Roland Barthes, Umberto Eco, Michel
Foucault, Jacques Derrida, Hlne Cixous, and others anticipate these
technologies of reading and authorship27 - but hypertext
instantiates this decentered view of the text and a corresponding shift in authority from
author to reader in the interpretive process: "Hypertext has no
center...[which] means that anyone who uses hypertext makes his or her own interests the
de facto organizing principle (or center) for the investigation at the moment. One experiences hypertext as an infinitely decenterable and recenterable
system."28
But now we begin to see a paradox (the first of several in this discussion): If hypertexts do make possible the manifold linkage of nodes to different points of association, they also have the effect of fragmenting and decontextualizing each node, freed up from its position in some original narrative or line of argument. "Lateral" associations may turn out to be more useful in certain contexts than the original "linear" ones; but the leveling of all associations without "privileging" any particular one may make every association appear arbitrary. Yet it does not seem arbitrary, for example, to "privilege" the idea of an historical sequence, or of a literary story line, or of a logical explanation, as particular ways of relating information "nodes" (even if one might acknowledge that alternative ways of organizing the same information are also possible). Without some such starting point, even a provisional one, the exploration of a rhizomatic system might be simply anarchic - a nice image for avant garde literary interpretations, perhaps, but not necessarily for beginning learners. Problematizing given narratives is one thing; proposing alternative readings is another; but the very constructivist theory that encourages these also explains why a reading with no center is no reading at all.
Writing and Reading Hypertext
Within a hypertext environment traditional distinctions between authoring and reading break down still further. Authoring involves making a variety of decisions about where a text begins, where it ends, and the order of textual elements from start to finish (although some authors, such as Cortazar, have playfully abandoned some of that authority). Authors must be particularly concerned with the arranging and sequencing of information or arguments - ordering the conceptual links in a linear sequence. Authoring also involves decisions about what materials become part of the main document and what are relegated to references, footnotes, textual allusions, and so on (or what is left out of the discussion entirely).
The production of traditional text tends to be exclusive as opposed to inclusive. We spend much of our time writing, at one level or another, deciding what to leave out. Given finite space limitations, and often finite time, we need to apply fairly strict self-discipline in authoring a text: because this text can only address certain topics, and not the many others that might be interesting, relevant, and important, but for which there is neither time nor room. Hypertexts remove some of these limitations: virtually anything that is judged interesting, relevant, and important - from any standpoint - can be included and made accessible to the reader. In hypertext, the premium can be on drawing more and more sources in, multiplying the number of data points and diversifying the direction of meaningful associations - to a potentially limitless (and perhaps at some point counterproductive) degree.29 Umberto Eco calls this a process of "unlimited semiosis."30
Authors of hypertexts will need to produce their work with an eye toward how it will fit within a transformed system of reading. Authors, of course, may still write out sentences or compose pages of prose. But in the final text, traditional concerns for beginnings, endings, order, and sequencing are vastly complicated, as concerns of navigability through entrance and exit points that will be useful to prospective readers are multiplied.31
Stanley Fish tells a well-known story, very apt in the present context, in his book, Is There a Text in this Class? He recounts teaching a class in English religious poetry of the seventeenth century. As students enter the room, Fish notices a vertical list of names/words on the blackboard, left over from the previous class: "Jacobs-Rosenbaum, Levin, Thorne, Hayes, Ohman." He adds the descriptor "p. 43," and tells the English lit class that this is a religious poem and asks them to interpret it, which they proceed to do with gusto. The lesson he draws from this example, of course, is that "Interpretation is not the art of construing but the art of constructing. Interpreters do not decode poems; they make them."32 Virtually any finite set of nodes, it appears, can be subject to some sort of meaningful interpretation. Who is the "author" of the poem on the blackboard: the previous instructor? Fish? the students in the English lit class? Is it a "poem"?
The demarcation of authors and readers in hypertext environments is similarly problematic. On the one hand, the author's capacity to impose unilaterally a necessary structure and sequence on a text is undermined as the network of links becomes more and more complex; conversely, the process of reading involves the active making of linkages between nodes of text in the same way that "authoring" does. The relation of author and reader is made reciprocal: the "accessing" of textual information influences its "production," and not only vice versa. Readers become authors, and authors need to view their own productions as readers.
Furthermore, the demarcation of primary texts and commentaries or interpretations on those texts also becomes unclear. The author's capacity to favor a specific interpretation or meaning to a text is undermined when the process of reading involves the active making of linkages between nodes of text in the same way that "authoring" does. Novel interpretations, in a hypertext environment, can actually be manifested as alternative ways of organizing and representing textual material: the reader can literally, and fairly easily, impose an entirely novel and idiosyncratic order upon the original textual materials. The interpretative process becomes not only a lens, but also a filter, sifting and shaping what one sees as relevant. A hypertext system, therefore, develops an ambiguous relation to any primary texts that might be part of it - incorporating them, commenting upon them, but also altering them in the process.
A brilliant example of this process, and a frequently cited precursor to hypertext, is Roland Barthes' book, S/Z, an exhaustively detailed analysis and commentary on a short novella by Balzac, "Sarrasine."33 Although the original novella is only a few dozen pages, Barthes breaks it up into more than 500 separate text units, or lexias, each of which he discusses at length, then cross-references them in an astonishingly intricate manner, producing in the process a parallel text that dwarfs the original. Barthes' book, in fact, reads fairly well on its own, without knowing anything about Balzac or his novella; and of course the novella can be read without the assistance of Barthes. Which is the primary text here? Which serves to amplify and illustrate the other? Having read "Sarrasine" through the readerly/writerly interpretive network of Barthes, can one ever simply read the novella on one's own?
There is a strange passage in Small World, a novel by David Lodge, about a literary critic studying "the influence of T.S. Eliot on Shakespeare."34 In a hypertext environment, this can make sense, because the actual historical sequence of producing texts is not the only constraint on reading. The point is not that Eliot (the living person) could have influenced Shakespeare (the living person), of course, but that our understanding of Eliot influences our understanding of Shakespeare. We cannot read Shakespeare today without echoes of Eliot coloring our readings (compare, in this sense, the "influence of Barthes upon Balzac"). A similar point is made by that most hypertextual of writers, Jorge Luis Borges; in his short essay "Kafka and His Precursors," he suggests that rereading previous authors with a contemporary understanding of their influence on Kafka in mind creates not only a new reading of Kafka, but a new reading of these texts in relation to one another:
If I am not mistaken, the heterogeneous pieces I have enumerated resemble Kafka; if I am not mistaken, not all of them resemble each other. This second fact is the more significant. In each of these texts we find Kafka's idiosyncrasy to a greater or lesser degree, but if Kafka had never written a line, we would not perceive this quality; in other words it would not exist....The fact is that every writer creates his own precursors.35
A hypertextual history of literature enables us to incorporate and to express just such complex lines of influence and cross-reading.
It is no longer even clear that it is useful to think any longer strictly in terms of single texts. Today, it still makes sense to talk in terms of "reading a book" - Simone de Beauvoir's The Second Sex, for example. One starts on page one and continues through to the end. But in a new hypertext edition, this volume might be reproduced along with the original French (Le Deuxime Sexe), so that the reader can move effortlessly back and forth between the French text and the English translation. Alternatively, de Beauvoir's book might be produced alongside Betty Friedan's The Feminine Mystique in an edition that cross-references passages from both books, emphasizing points of similarity and contrast between them. One might read such a hypertext, not linearly within each book, but in a criss-cross of moving back and forth between the original texts, forward and back with each text, and only indirectly getting a sense of the narrative line within each book, separately.36 What book are we reading: de Beauvoir? Friedan? or something new? This sort of reading implies a very different orientation to any given text or author, and raises a host of new questions about what it means to "read" effectively.
What these examples show even more clearly is that
-"hypertext" is actually a hybrid term,
meaning both
- the particular technological developments that have made textual fragmentation
and
complex cross-referencing possible and convenient; and
- a theoretical view of the text (any text) as decentered and open-ended, which has
been with us for a long time. What we have called "hyperreading" is both
the kind of reading that hypertexts tend to encourage, and a more general view of reading
as active and deconstructive/reconstructive, which can brought to bear, to some extent, on
any sort of text. Even though authors will continue to produce things that look like
traditional texts, they will increasingly have to come to grips with the consequences of
how these texts will be read and interpreted by a hypertextually-aware readership.
Authorship
To the extent that one is purposely constructing a hypertext, one is performing an operation upon the textual elements of which it is composed (some of which one might have written one's self). As should be quite clear by now, this is an active, interpretive process: the organizers of textual information are knowledge producers - they are authors of an important sort. Librarians, archivists, cataloguers, indexers, editors, translators, anthologists, and so on, are not merely in the process of archiving, organizing, or providing access to information, but are themselves producing texts: hypertexts. They create systems that associate new textual information to other textual information. None of these activities is new, of course, but their role has become even more crucial as the volume of information available grows exponentially and as the technical means of accessing and organizing information become more powerful and complex.
These activities, in a technologically driven information system, move from being
facilitative (which they always were) to being indispensable. In all fields of inquiry,
scholarship, literary production, and commentary, the sheer volume of textual material
available has exploded; and with this comes an accelerating rapidity with which it is
produced, consumed, and becomes obsolete (a problem most clear in certain scientific and
technical fields, where by the time a new research article reaches print its information
is often already outdated).37 No one can read everything relevant;
and not everything relevant might be worth reading. With the
enormous growth in volume of textual materials comes a greater need for selectivity; how
does one decide what is relevant and what is most worth reading? These changes mean that the selection, evaluation, and organization of new
information, in a form that is accessible and useful to readers, has become increasingly
the responsibility of people who are intermediary between author and reader.
These textual intermediaries (as we saw with Barthes, for example) must be both
educated readers and authors themselves, producing hypertexts that compile, relate, and
interweave the elements of different texts in a meaningful way. And, as we will discuss
below, once we recognize this shift in responsibilities, the question of who these
intermediaries are, and how they make these judgments, comes to be seen as a crucial
intellectual and social problem, especially for education.
One important dimension of this question is whether such authors regard themselves as
teachers (or, conversely, whether teachers will play a role in such authoring): that is,
whether hypertexts will be created with an understanding of the cognitive and
developmental needs of diverse readers (students) in mind, or whether they will be
structured in terms of the associations of knowledgeable experts, regardless of whether
these will be accessible to a nonexpert audience. A related issue, which we have mentioned
and to which we will return, is whether these links are "passive," presented as
givens within the hypertext, or "active," allowing readers to create their own
new links as they come to understand the material better and in distinctive ways. With
libraries, decisions about the organization of texts were made by one group on behalf of
others, and had to be made in one consistent filing and accessing system, with all of the
implicit assumptions or gaps that system might have entailed. Hypertexts allow for
multiple, and partly user-generated, forms of organization - although it remains to be
seen whether this will be the predominant form they will take.
In such an environment, the new inventions of knowledge will be heuristics: useful ways of putting things together in the face of a morass of overwhelming information. So "chronological sequence" might be one kind of heuristic; "causal relations" another; "analogical similarity" another, and so on. These are the kinds of interpretive tools that the typical reader of hypertext will need in order to find and access meaningful information related to the text she happens to be reading. Moreover, the question of how the "interface" is designed for a hypertext will influence its usefulness and accessibility; many readers will need to be able to call up for reference explanatory materials that make explicit to them the implicit structures of the hypertext system. Indexes, charts, maps, glossaries, concordances, search engines, and so on, become more than just guides to moving around a hypertext; they become crucial textual elements themselves, replete with their own interpretive assumptions, emphases, and omissions.
A number of writers have addressed these and similar concerns about the need for a "hypertext grammar."38 Delaney and Landow, for example, identify the need for "stylistic and rhetorical devices" that orient readers to where they are in the hyperdocument, help them to read and navigate efficiently, indicate where links lead, and assist readers who have just entered the document to feel "at home" there.39 One of the best examples in some current hypertext systems is familiarly called a "bookmark": a means for users to tag some important element (important to them, that is) in the hyperenvironment so that they can return to it directly, rather than by remembering and retracing the exact pathway through which they came across it. This is one simple way in which users can customize a hypertextual environment. David Jonassen also raises issues of navigation: How does one get about in the document? Where are its entrance and exit points? How does the point at which one enters the hypertext influence the user's subsequent understanding of the material? How structured must hypertexts be? What risks are there that the user will suffer from "cognitive overload," given the potential richness of the hyperenvironment? How can authors anticipate and alleviate this result?40
Reading
We believe that addressing such questions of organization in hypertext will depend upon distinctions between the different sorts of readers who will encounter hypertexts, in educational and other settings: following Slatin, we will call them browsers, users, and co-authors.41 Although there are overlapping cases, and the difference is mainly one of degree, these terms describe three basically different readerly orientations toward hypertext systems, especially in the readers' need for and use of explicit guidance toward specific associations among textual elements and in their capacities to identify and establish novel associations among textual elements in their own active processes of reading. Furthermore, people who are users and co-authors in certain environments, dealing with material about which they have more background knowledge, may be browsers in others.
Browsers, for example, represent casual, curious readers. The signs or navigational aids that are available may mean little to them because browsers are doing just that, browsing. As Slatin points out, because the pathways of certain hypertexts are nested hierarchically, it is probably less important to anticipate where these types of readers will go than to provide them a means to backtrack when they get lost.42 Hence an especially important feature in their textual universe will be a list or map of the previous selections they have made, in the order in which they made them; this list or map can be called up by the reader if she wants to return to some previous point in the journey. Browsers may look at many text elements, but they are not actively seeking to create associations or patterns among them, nor do they need to know how to make any changes or additions to what they find.
Users, on the other hand, have reasonably clear ideas about what they are looking for. Often seeking some specific information from the hypertext, these users need quite precise directional information - signs to indicate where certain branching options might lead and what the user will find there. This raises authoring and organizational questions about hypertexts and how linking paths can be created that give adequate directions, useful heuristics, and a necessary degree of predictability, while also being flexible enough that more experienced and knowledgeable readers can move freely between different sources.
Co-authors place much greater demands on the hypertext, since they require not only the resources and guides to move about within the system, but also the means to actively - and perhaps permanently - change and add to the system in light of their own active reading. As discussed previously, many academic readers do this to some extent now. We highlight or underline text, write notes in the margins, keep annotated bibliographies, or copy and file relevant quotes and passages from the works we read. In a hypertext, all of these alterations and additions can become part of the hyperdocument - if the environment is structured "dialogically," in the sense that it allows for an active response and intervention by the reader (as opposed to a "read only" mode that does not allow modification or custom tailoring). In our view, it is important that hypertexts not only permit authors to establish the context in which information becomes meaningful, but that they also allow active, knowledgeable readers to construct and record their own meaningful links - and in this, to become co-authors.
Pathways
Hence, designers make a fundamental choice when creating hypertexts. We have distinguished between texts that are more static, or passive, and those that are more dialogical, or interactive.43 In the former, the links and pathways are set; they cannot be changed, nor can new ones be constructed by the readers. The built-in links of access to other materials may be very complex, and they may be explorable along myriad alternative routes (such as within the World Wide Web), but they are restricted to those anticipated and constructed by the designers. Clearly, this form of hypertext makes the most sense for relatively inexperienced or less knowledgeable readers, those we have called "browsers" and "users."
In this context, the nature of those links that are "hard-wired" into the hypertext becomes crucial. Some authors argue that these should anticipate the most natural and intuitive links for likely users: "The authoring challenge is to design the structure of the hypertext database to match the ways that a user might want to think about the topics....Knowledge must be structured in a way that supports the mental models that readers may create when they use the hypertext system."44
Others argue, on the contrary, that the structures of hypertext should mimic "expert" understandings of the material or an inherent structure of the discipline: "The organizational structure of hypertext may reflect the organizational structure of the subject matter or the semantic network of an expert....If we assume that learning is the process of replicating the expert's knowledge structure in the learner's knowledge structure, then learning should be facilitated by a hypertext that replicates the expert's knowledge."45 Some options within computerized hypertexts not only involve linking specific nodes, but also performing operations on them: searching, sorting, filtering, prioritizing, and so on. Often these options too are not discretionary; they represent the organizational heuristics that designers believe are most useful, which may or not conform to those most beneficial or meaningful to readers.
It is not within the scope of this project to adjudicate this debate; and as some have pointed out, certain authors seem to advocate both these views simultaneously.46 As readers already will have seen, each of these approaches is subject to some dangerous abuses. But we do mean to point out the fundamental tension between them, and the fact that they manifest two crucially different conceptions of learning: once one is committed to a "passive" system in hypertext, this choice reflects a bias toward particular learning possibilities inherent to the type of system being developed.
What we are calling "dialogical" hypertexts, on the other hand, are characterized by more interactive and flexible constructions. Their main virtue is a capacity for rhizomatic growth. In a highly interactive hypertext, we lose the traditional notion of a single authorial perspective altogether. We have suggested the value of hypertexts in which reader contributions, such as annotations, marginalia, evaluations, critiques, new textual nodes, and new linkages, all can become temporarily or permanently part of a customized system. The hypertext becomes a dynamic, organic growing body of information; an evolving representation of, and spark to, the reader's own developing knowledge and understanding.47
In this dialogical view of hypertext, the inherent openness of the text can be turned to advantage. If it is generally true of reading that a reader imposes an idiosyncratic texture or order on what she takes from a text; if it is generally true that a hermeneutic cycle of interpretation continually changes the understanding of each part as the reader comes to understand others; and if it is generally true that every text is implicitly linked (or linkable) with a virtually infinite variety of other texts; then the technical capacities of hypertext, which as we have argued are especially suited to incorporate and organize such textual openness, should be exploited to structure it intelligibly. But for this to happen, there needs to be some procedure for readers to alter what the hypertext author provides them.48
A key question, in this regard, is whether these changes should be recorded only in a personal, customized version of the hypertext (for example, on a CD-ROM or other storage system on the user's own computer); or whether these should be compiled permanently as part of a master system - accessed by multiple users as part of an on-line network, for example - so that the hypertext would be a continually growing, changing system, in which new readers could access, among other things, the recorded comments, additions, and linkages of previous users. In some ways this instantiates a more democratic, social, decentralized view of text production; yet it also threatens to devolve any hypertext rapidly into a mess of unwieldy size and chaotic complexity. It seems that a useful hypertext will inevitably reflect to some extent the more or less predictable, coherent, and finite choices of a specific author, editor, translator, educator, etc. (or a group of these, working in concert) - and in reading any particular hypertext, one gains the benefits and suffers the limitations of their interpretive insights.
Hypertext and the Learner
The Design of Hypertexts
Unfortunately, the desire to structure a hypertext in an open, dialogical fashion encounters a difficulty when we look at the concrete problems of the learner, and of the different types of readers who might encounter a hypertext. A form of organization that only allows a novice to search through direct and explicit connections may not facilitate the development of that novice into an independent and autonomous reader who can alter and add to what he or she finds in a hypertext. Conversely, a dialogical and flexible hypertext system, of much use to those who are prepared to be contributing co-authors of a text, might be too open-ended to be of much use to a novice or to a user who is simply interested in extracting specific and already-organized information from the textual source. Such choices between accessibility and flexibility reflect implicit decisions about learning styles and about the audiences to whom hypertextual materials will be practically useful. These are educational decisions, but also social and moral ones.
A major concern in the literature on hypertext is with the experience of novice readers getting "lost in hyperspace," following a meandering path of associations into the hypertext field, then finding that like Hansel and Gretel they cannot retrace their steps back. In some cases, the sheer volume of information, and the number and flexibility of pathways that are available, simply become overwhelming. A substantial body of research suggests that this experience becomes a major source of confusion and frustration, often discouraging new readers from experimenting further with the system.49 While, as noted, there are features that can be added to a hypertext system that provide an exact record of the path a reader has traced to arrive at a given node, this aid in itself does not always help readers to understand how they arrived there, or where to go next. As a result, many readers of hypertext end up browsing or performing the textual equivalent of "channel surfing": quickly scanning or surveying randomly accessed information, in very short snippets, with no overall sense of coherence or meaning for what they are exposed to.
In a sense, this is an updated version of "Meno's paradox." Originally, Plato asked how learners can ever learn anything truly new, since if it is entirely unrelated to what they already know, it will not make sense to them; but if it is closely linked with what they already understand, or can deduce, then in some sense they already "know" it, and are merely recognizing it. The hypertext version of this paradox is: How do you look for something if you don't already know what it is or where it is? A novice encountering a complex hypertext system for the first time cannot possibly know what information the system contains, without happening to come across it through searching or guesswork. But if there are explicit guides built into the system that direct the novice to particular information points (as most traditional texts do, through the organization of pages, chapters, tables of contents, and the use of explicit connectives, such as "therefore," "in conclusion," and so forth), then the danger is that the novice may become dependent upon this particular system of organization, and not become capable of developing his or her own.
The educational implications of this issue are profound. Beyond allowing students to proceed through the document by taking prescribed routes, in a specific sequence, at a deliberate pace (the once-heralded attributes of computer-aided individualized instruction), hypertext can permit students to focus their investigations on questions informed by their own particular interests and experiences. They proceed through and organize materials in ways that make sense to them, developing their own heuristics. This flexibility has many advantages, not the least of which is a capacity to accommodate different personal or cultural learning styles. But in order to reach this stage, learners need to have experience with explicit tutorials, guides, indexes, and so on, that provide them both with a basic grasp of what the textual source contains and with models or heuristics that they can learn from and adapt as they become more autonomous readers of hypertext.
The danger that hypertexts may be too unstructured to accommodate the needs of learners has led some to alarm:
It's a way of presenting documents on the screen without imposing a linear start-to-finish order. Disembodied paragraphs are linked by theme; after reading one about the First World War, for example, you might be able to choose another about the technology of battleships, or the life of Woodrow Wilson, or hemlines in the '20s. This is another cute idea that is good in minor ways and terrible in major ones. Teaching children to understand the orderly unfolding of a plot or a logical argument is a crucial part of education. Authors don't merely agglomerate paragraphs; they work hard to make the narrative read a certain way, prove a particular point. To turn a book or document into hypertext is to invite readers to ignore exactly what counts - the story.50
Yet this argument shows, at most, that learning certain conventions of linear narrative and argumentation should represent an important phase of students' learning. These are not the only useful means of interpreting and organizing information, and for many purposes they can be counterproductive. Hypertexts are educationally valuable because they highlight possibilities that are inherent to the processes of reading and thinking: the possibility of constructing a unique, personally meaningful, and useful interpretation of textual materials; and the susceptibility of information to more than only one form of organization. Yet they also teach that not just any organization will do; that there are certain conventions and heuristics that promote meaningful and useful interpretations. Associating the causes of war with the movements of hemlines may appear frivolous, and it may prove to be just a random collocation; but it might also lead to a novel and revealing understanding of the links between, say, militarism and changing gender identities. It is in learning to tell the difference between heuristics or associations that help to support meaningful and useful interpretations, and those that do not, that the real work of education needs to proceed. Hypertexts that allow a degree of unstructured and idiosyncratic exploration can be an indispensable support to such learning; and hypertexts with a degree of structure built in, but also the options of customized design, may serve as effective bridges or scaffolds to bring readers to the point where they can create more personal and distinctive organizations of the textual material available.
When readers are involved with making links, and not only exploring along pathways established for them, this may also encourage the kind of "metacognitive" awareness that recognizes alternative forms of organization for information and their relative merits for different purposes; and it may develop a greater self-understanding in learners about the forms of organization that they tend to favor, and others that may be possible. It will allow hypertexts to be used for different purposes than designers could ever imagine; this is important not only because it may allow hypertexts to be read "against the grain," but because allowing texts to be read in multiple ways is one way to involve readers who might otherwise never have or desire access to those texts.
Hence, the decision between structure and freedom is not necessarily an either/or matter, and it is possible to imagine hypertext systems that may incorporate capabilities for both prestructured and personally structured readings; but doing so effectively and fairly will require remaining sensitive to questions of learning, diversity, and the nonneutral relationship between systems of organizing knowledge and patterns of affiliation or exclusion for varied audiences.
The Content of Hypertexts
Most of the discussion up to now has stressed the form of organization that hypertext uses, in order to highlight it as a system of knowledge in its own right. However, despite the deep interrelation of form and content of knowledge, it remains important also to examine what textual content is included in hypertext systems, and what is left out. Will such decisions be guided by Hirschian assumptions about "cultural literacy," and what every citizen needs to know; or will they tend toward multicultural sources, represented in all their diversity? Will they privilege certain texts (for example, The Bible) as more central textual reference points, while relegating other texts (for example, The Koran) to more peripheral status? Will they, to use the metaphor of Deleuze and Guattari, be more root-like (hierarchical) or more rhizomatic (decentered)? Hypertexts may make conceptually possible the representation of a decentered, multifaceted view of knowledge, of how we come to know, and of what we need to know; but it does not follow from this potential that the actual designers of hypertext will allow that potential full play.
Hypertext, as should be clear, can be an enormously liberating innovation or a powerful system of ideological hegemony. Too many writings on hypertext, as with so many writings on educational technology in the past, adopt an overly celebratory tone, heedless of the potential for manipulation and control built into any powerful technological system.51
As discussed previously, all texts require decisions about selectivity, relevance, and implicit or explicit structure. No text can contain everything, and the more that is included, the more crucial become choices about organization and connectivity. It appears that hypertext alleviates some of these concerns: the sheer volume of information that can be included, the variety of textual types that can be accessed, and the multiplicity of connections that can be made, all suggest that designers will not need to exercise such severe constraints. And, indeed, to an extent this is true. But the problem simply appears at a deeper, more subtle, and hence potentially more insidious level: that the very virtues of hypertext - complexity and comprehensiveness - make implicit authorial, organizational choices all the more essential for the usability of texts, and yet all the more difficult for the reader to detect. Significant absences, silences, or exclusions in hypertexts are unlikely to be seen or noticed by the vast majority of their users; and the very complexity of the heuristics designed by hypertext authors will make them all the harder to diagnose and criticize, except by readers of comparable expertise - who, by definition, will be rare.52
The Designers of Hypertexts
If no system of organization in hypertext is neutral, and if the heuristics incorporated into a hypertext always express implicit intellectual or moral priorities, then the question of who creates them, with whatever biases they might contain, becomes a critical problem. For example, Dale Spender has suggested that women should be suspicious of a technology so overwhelmingly controlled by men, because its systems of knowledge will express the inevitable ideological limitations of the male perspective on questions of sexuality, gender relations, and so on: she asks, for instance, where the controversial topic of abortion would be situated in a complex data environment, to what nodes it would be linked (with "murder," or with "human rights"?), and hence by what cross-references it might be accessed.53
Authorship, with hypertexts as well as all other sorts of text, raises questions of authority: who will constitute this new class of knowledge producers/knowledge organizers? Cataloguers, archivists, and others who construct hypertexts are not just compiling and organizing a separately existing body of knowledge; they are acting as interpreters and makers of knowledge themselves. As the autonomy and status of individual texts breaks down, the inclusion and exclusion of materials in hypertexts, and the links created between them, will become far more influential than any single component in the system - especially in educational contexts.
The kind of technology necessary for storing and manipulating the vast amounts of information used in creating hypertexts is expensive and highly sophisticated. The ability to operate and manage these hardware and software systems will begin to define a new class of knowledge producers and organizers. Who these new experts are, how they are educated and selected, and what epistemological, social, or political views they hold, will become crucial questions. It has often been claimed that access to knowledge will become more democratic with the advent of personal computers. And the explosion of data sources, discussion groups, web pages, and other textual materials available over the Internet has certainly put more information into circulation and given more people access to it and the opportunity to contribute to it. But with this very explosion comes a new need for indexes, search devices, and filters that help users find and sort through the enormous volume of information available; and this in turn depends in many cases on an intermediary, visible or invisible, deciding what will and won't be made available, and how it will be organized.
Whether we name them in terms of benign names such as "archivist," "custodian," "gatekeeper" - or "teacher" - those who create hypertexts will control information and access to it in ways that are potentially much less democratic and more restrictive and hegemonic than is now possible with simpler informational systems. Just as our political democracy is not direct but representative (relying on specialists, bureaucrats, regulators, and other elected or unelected officials who are theoretically "accountable" but who in practice operate most of the time outside public scrutiny), access to knowledge is becoming more democratic only to the extent that this informational democracy rests on the presumption of a group of intellectual authorities and experts whom we trust to make prudent, fair, reasonable, and socially useful decisions - but who in fact are rarely susceptible to public challenge and question.
Michael Koenig tells the story of a physician who searches a computer information service to see if a certain drug regime could be causing jaundice-like symptoms in one of his patients. In the end, he changes the patient's medications based solely on the title of an article. He reads neither the abstract nor the text, but bases his decision on the fact that the article appeared in the British Medical Journal.54 To what extent should we base substantive decisions about belief and proper courses of action on the reliability of choices made by others unknown to us? To what extent does a hypertext environment require us to do just this, over and over again?
The typical reader of hypertext will often find it impossible to judge independently the value or credibility of the material she discovers. In hypertexts it may be difficult to attribute a chunk of text to a particular author, because of the ways primary texts are deconstructed. One might know that Professor Jones is a leading expert on the Civil War, but in a hypertext about the Civil War may find it difficult to distinguish her contributions from anyone else's (or one might not know who Jones is or whether she is credible or not). The leveling effect of hypertext on multiple information sources, praised earlier as providing an opportunity for interpretive flexibility and open-endedness, now comes back to haunt us: in many cases we want, we need, someone to decide for us what is valuable, what is credible, what is worth our time and attention. Does an editor or reviewer make those decisions? If so, it might raise concerns that too much power is invested in certain individuals or groups. By contrast, one can record the numbers of previous users who have accessed a particular source, and perhaps also their comments, as a means of providing some criteria of reliability for future readers - but in the end, this simply shifts questions of reliability from one set of doubts to another.
A situation where the organization and dissemination of knowledge are controlled by a few is exacerbated by a highly bureaucratic and political environment in which governmental or private funding for large archiving and editorial projects comes at the cost of compromises. To what extent will those who fund the development of such sophisticated systems expect them to be congruent with their own interests? For example, will R.J.R. Nabisco be willing to provide grants for hypertexts to be used in health classes, which might be concerned, in part, with the adverse effects of smoking? These issues are hardly new - they have arisen with textbooks and curriculum reforms of various sorts.55 But the (seeming) comprehensiveness that hypertexts make possible, and the largely invisible mechanisms of selection and organization that define their version of the truth, make them less susceptible to critical readings.56
Finally, the expense and sophistication of hypertext systems, and of the technology needed to run them, raises other sorts of questions for a democracy as well. Will citizens be able to access these information sources through publicly subsidized media, or will they be available only with a subscription price or other payment? Our society has had a remarkable commitment to the book, and to accessibility to books: even the smallest towns in the United States have some sort of public library. Will there be a similar public commitment to providing access to hypertexts? More to the point, for our purposes here, will public schools in different parts of the country have equal access to such resources, and the vastly enlarged learning opportunities they represent? Which students will also have access to such materials from their homes, and which ones not?
Educational Challenges
Are there ways to minimize these dangers?57 One might dream of making hypertext systems available to everyone; but their cost and complexity suggest that this will be difficult - and any subsidies, private or public, to help make them more affordable will often come with tacit conditions. One might dream of all hypertexts being completely interactive and dialogical, but this runs up against the realistic limits of knowledge and ability in most prospective readers, and introduces the risk of falling into the epistemological abyss of "everything being related to everything else." If all things are related to all things, and all relations are of equal value and importance, then even the knowledgeable user (let alone a novice) can become lost in an undifferentiated morass of information.
The dilemma here seems to be that as an organizing principle and as a potential educational, informational resource, hypertext either can provide too much information, and too loose a structure; or provide too selective a body of information, and too rigid a structure, rife with implicit judgments. Learners need heuristics, and in order to make some choices they need to have restricted options about others. But any set of heuristics will privilege particular structures of knowledge, and this exacerbates the stakes involved in deciding who will be selecting and organizing the information, who will be defining the criteria for relevance and relative importance of information, and who will be hard-wiring the most significant associative links into the system. It is essential that educators with an understanding of how different students learn, and with a sensitivity to questions of access and equity, play a role in the design of such materials. - for they will be developed (and marketed) with or without such input, to be sure. Yet it will take a significant change in self-perception for teachers to come to see themselves as designers of information systems - even though, in a sense, this is what they always were.
The poststructural, decentered state is one in which everything, prima facie, can have equal significance. There is something liberating about this, and something dangerous. Do we truly want a knowledge environment in which individuals can construct entirely personal and idiosyncratic ways of organizing information, with no eye to the fact that communities of culture and tradition have tended to prioritize things in certain ways rather than other ways? Does the leveling of all information nodes and the decentering of all organizing principles lead to more freedom or less?
On the other hand, as we have argued, creating explicit hierarchies and organizations of knowledge within a hypertext creates the potential for abuse. Hypertexts that are "hard wired," in which certain organizing structures cannot be overridden, or in which there are limits placed on the number and type of associated links the user can construct, or in which some information sources are restricted, instantiate a kind of hegemony: You can't ask that question. That information is not available to you. You have to define things this way to make any progress. You can't get there from here, and so on. Such statements would rarely be explicit in hypertexts; but they would inevitably exist, implicitly, in the choices underlying any particular hypertext.
To take full advantage of their potential, then, hypertexts ought to be rich, complex, open, and flexible; yet this may have the effect of limiting their usefulness for all but the most skillful and knowledgeable users. Providing access to the greatest number of readers and involving them in this technology will require making access to hypertexts simple, intuitive, and affordable, requiring a reduction in its scope and number of links, and limiting the preconditions of knowledge required to navigate it. Yet this ease of use comes at the cost of comprehensiveness, and entails that a good deal of implicit structure and selectiveness be built in.
Educationally, then, any hypertext system should meet some minimum level of interactiveness - that users be allowed to create some links between informational nodes based on their own associative frameworks, and not be limited only to the choices of the designers of the document. If hypertexts are indeed an environment conducive to intellectual exploration, then making them more dialogical is important for education in at least two respects: First, hypertext that limits the number or kinds of associative links that can be made by the user conceals and institutionalizes the authorial decisions about content and form that have been made by the producer of the hypertext. This raises the potential for serious abuse, as we have discussed. Second, by restricting where the user may explore within a hypertext, without allowing the possibility of supplementing these associations with new discoveries, hypertexts restrict not only what to think, but, potentially, how to think. This squanders one of the major potential benefits of hypertext, which is to tolerate and support multiple styles of learning and meaning-making.
One can see already a split between the basic kinds of hypertexts being produced. In some, the information is bounded and fixed, and the associative pathways, though they can be explored to some extent in idiosyncratic ways, are established by expert views of the subject matter and the associations learners should make. Other hypertexts contain some structure, but also permit more open-ended exploration and flexible responses to the textual material presented, and some allow the modification and customization of the system as readers begin to develop and add their own associative links.
In this regard, designers of hypertext for educational purposes can learn a great deal from the designers of certain computer games, especially those that involve mazes, puzzles, and problem solving in contexts of limited information (for example, the game Myst). Anyone who has become engrossed in such games (or to pick a less whimsical example, exploring the World Wide Web) knows the challenges presented in finding one's way around an information environment in which some pathways are laid out and others need to be searched; in which relationships of significance and purpose need to be explored through trial and error; in which there might not be one correct solution or goal but several. These sorts of hypertextual games or game-like environments, we are suggesting, demonstrate the tremendous appeal that the processes of exploration, discovery, and connection-making have for learners - if we can be creative and clever enough to use it for educationally substantial purposes.
However, developing potentials within the technology is fruitless if learners do not have the capacities and opportunities to exploit them fruitfully. Learning to hyperread is as complex and challenging a task as learning to read in the first place (or, in different words, it is a very sophisticated kind of reading). Part of this process may involve unlearning certain habits associated with reading linear texts, or regarding them as useful only given certain circumstances and purposes. The most important of these changes will be a shift away from a consumer approach to reading to a co-producer approach to reading, and a shift in one's view of gaining knowledge, away from the passive reception of facts, and toward the active construction of understanding.
Moreover, it will be crucial to consider in this educational process how different readers - representing different gender, racial, or cultural groups - encounter and respond to different kinds of structured information environments, what kinds of distinct barriers they experience, and what kinds of interactions might benefit their learning. There is no reason to expect that any particular form of hypertext will be suitable for all; or that the technological learning environment generally will be equally familiar and approachable to everyone. There is evidence already that the use of technology for learning merely privileges further the groups who can exploit it fully, leaving others who for whatever reason do not or cannot feel as comfortable with the technology even further behind.
One might wish that we could make everyone knowledgeable and skillful enough with hypertext to be "co-authors" in the fullest sense, but this is no more practical than expecting all hypertexts to be completely open and dialogical. Most readers of hypertext will be "browsers," or at most "users." But perhaps we can seek to educate critical users, readers who will know enough to use the system to find what they are looking for, but will also know enough to realize that what they have found might not be all that there is to know. They can approach the hypertext as an important resource, but maintain some skepticism about its reliability. Critical users will need to understand that what someone else has selected, interpreted, and organized for them may offer a partial and distorted picture of things. Users at this level might not have the skills to diagnose and find what is missing, but at least they will have a skeptical eye toward what they have found, and remain open to the possibility that there may be more. Eventually a few of these critical users may develop the knowledge and initiative to become co-authors - people who can actually move around within the hypertext and set up shop for themselves, creating new knowledge, constructing personalized systems, etc. We might wish that all readers will learn to do this, but this is not likely (in a society where so many VCR's still register a flashing "12:00" as the current time). The level of "critical user" may define the greatest level of sophistication that we can expect most readers to achieve in their interactions with hypertext; yet this is itself a significant educational objective, requiring teachers to develop new skills and understandings themselves, and to be willing to open up certain "authoritative" sources, such as encyclopedias, for critical scrutiny.
At the opposite pole from the critical user is the "surfer," the browser who jumps from information node to node, or from experience to experience, without regard to creating meaningful connections between them. There is some reason to worry that this phenomenological orientation is becoming more widespread in society - not only in computer contexts, but in switching relentlessly between cable television channels, between samples of music, through pages of magazines, across snatches of conversation. The sheer volume and variety of information, and of choices among pathways for accessing it, begin by forcing us to skim alternatives quickly to select what is worth closer attention - which in itself can be a valuable skill - but can end up limiting attention span and fostering a lack of reflectiveness about the choices actually made.
One might envision situations in which the technology itself can help students to become more critical users. Hypertext can be used as a tool to teach students multiple strategies for problem solving and information acquisition. In this process there will be an important role for teacher guidance and modeling: students, for example, might follow a teacher through the hypertext, observing and learning how someone with experience searches, collects, and links information.58 In progressive classrooms, hypertext will allow teachers and students to focus more on the important learning processes of interpreting and organizing information, and less on the trivial acquisition of facts. Teachers could be involved more with "scaffolding" - engaging learners at early stages with explicit explanation and guidance, leading them through hypertexts, and then gradually removing these supports as the learners become more independent and comfortable with exploring on their own. While we do not favor visions of the future without teachers and classrooms, there is no doubt that some of this instruction (introductory guided tours through a hypertext, for example) can and should become integral parts of the design of hypertexts themselves. There is also little doubt that some students are already able to access as much or even more hypertextual information through computer links in their own homes as can be found in their schools., while others have no such access. As noted previously, the dangers this raises for a significant new form of educational inequality, one as serious and limiting for learners as illiteracy of other types, should be a pressing concern for any educator interested in opportunity and fairness. The skills and attitudes of being an effective co-author or critical user should not become the special domain of certain groups and not others; indeed, part of the very capacity of reading hypertexts critically, diagnosing their distortions, biases, and gaps, will require that they be studied by readers who see the world differently from those who designed the hypertexts.
We stand at a crossroads where the very technology that offers the means to broaden access to liberating knowledge is just as likely to promote a hegemonic concentration, in the hands of the few, of the "means of production" for shaping and organizing information. Hypertext makes possible some radically new educational possibilities. If we want to play a role in shaping these possibilities, and to influence them along progressive lines, educators will need to develop new skills in information design and interpretation. We will need to take the lead in helping others to develop these skills. And we will need to initiate serious reflections upon the social, moral, and epistemological consequences of technology's influences on teaching and learning. We hope that this essay can help to spark such reflections.*
References
1 The sequential ordering of authors is itself in part an artifact of a particular kind of traditional text. The authors of this manuscript have shared the work and responsibility for writing this manuscript equally; in a hypertextual environment, it would be much easier to reflect this in a nonlinear, nonhierarchical fashion. (See also Cliff McKnight, Andrew Dillon, and John Richardson, Hypertext in Context (Cambridge: Cambridge University Press, 1991), p. ix.; and Paul Delaney and George P. Landow, "Hypertext, hypermedia, and literary studies," in Paul Delaney and George P. Landow, eds, Hypermedia and Literary Studies. (Cambridge, MA: MIT Press, 1991), pp. 14-17).
2 Like many authors, we will use the term "hypertext" inclusively, referring as well to so-called "hypermedia" environments. Hypermedia refers to a hypertext system that links various media (pictures, sound, etc.) as well as written text per se. While the issue of multiple media as sources of information introduces a variety of important issues, especially for questions of learning and alternative learning styles, all of these media can be considered "texts" in a broad sense of the term, and when organized as hypertexts, they encounter many of the same basic issues as purely written hypertexts.
3 The plain text and italicized text in the manuscript do not correspond directly to the two authors' contributions.
4 Several good introductory books on this subject also adopt elements of a hypertext model in the way they present information. For example, see Jay David Bolter, Writing Space: The Computer, Hypertext, and the History of Writing (Hillsdale, NJ: Erlbaum, 1991), which is available in both printed and computer disk versions; Robert E. Horn, Mapping Hypertext (Lexington, MA: Lexington Institute, 1989); and David H. Jonassen, Hypertext/Hypermedia (Englewood Cliffs, NJ: Educational Technology, 1989). Other helpful introductory material is available from George P. Landow, Hypertext: The Convergence of Contemporary Critical Theory and Technology (Baltimore: Johns Hopkins University, 1992); a special issue of Educational Technology, Vol. 28 No. 11 (1988), edited by Gary Marchionini; Jakob Nielsen, Hypertext and Hypermedia (New York: Academic Press, 1990); Ben Shneiderman and Greg Kearsley, Hypertext Hands-on! (New York: Addison-Wesley, 1989); and McKnight, Dillon, and Richardson, Hypertext in Context.
5 Peter Holland, "Authorship and collaboration: The problem of editing Shakespeare," in Warren Cherniak, Caroline Davis, and Marilyn Deegan eds., The Politics of Electronic Text (Oxford: Office of Humanities Communication, 1993), p. 20.
6 Vannevar Bush, "As we may think," Atlantic Monthly, Vol. 176 No. 1 (1945), pp. 101-108.
7 Quoted in J. Conklin, "Hypertext: An introduction and survey," IEEE Computer, Vol. 20. No. 9 (1987), pp. 17-41.
8 Although Nelson first used the term much earlier, this definition comes from his Literary Machines (Swarthmore, PA: Self-published, 1981), p. 2.
9 Julio Cortazar, Hopscotch (NY: Avon Books, 1966). Another, more recent book, with a strongly "hypertextual" look and feel is Avital Ronell, The Telephone Book (Lincoln, NE: University of Nebraska Press, 1989).
10 In hypermedia, we may not even be talking about words or pages anymore, but pictures, music, images, etc.
11 See Cherniak, Davis, and Deegan, The Politics of Electronic Text.
12 For a discussion of several of these analogies, see J. Conklin, "Hypertext: An introduction and survey," IEEE Computer, Vol. 20. No. 9 (1987), pp. 17-41, Robert E. Horn, Mapping Hypertext (Lexington, MA: Lexington Institute, 1989), and Cliff McKnight, Andrew Dillon, and John Richardson, Hypertext in Context (Cambridge: Cambridge University Press, 1991).
13 John Slatin, "Reading hypertext: Order and coherence in a new medium." College English, Vol. 52 No. 8 (1990), 870 - 883.
14 For the impact on these new technologies on changing conceptions of the library, see Gregory T. Anderson, "Dimensions, context, and freedom: The library in the social creation of knowledge," and Kathleen Burnett, "Multimedia and the library and information studies curriculum," in Edward Barrett, ed., Sociomedia: Multimedia, Hypermedia, and the Social Construction of Knowledge (Cambridge, MA: MIT Press, 1992), pp. 107-124 and 125-139.
15 Gilles Deleuze and Felix Guattari, "Rhizome," in On the Line (New York: Semiotext(e): 1983), pp. 1- 65. Thanks to Zelia Gregoriou for this reference.
16 Deleuze and Guattari, "Rhizome," pp. 11, 47-49.
17 And only with a computer can these linkages be made conveniently with multimedia sources.
18 C. Carr, "Hypertext: A new training tool?" Educational Technology, Vol. 28 No. 8 (1988), 7-11. Delaney and Landow, Hypermedia and literary studies.
19 Michel Foucault, "What is an author?" Textual Strategies: Perspectives in Post-structuralist Criticism, ed. Josue Harari (Ithaca, NY: Cornell University Press, 1979), pp. 141-160. This shift in perspective may also have significant implications for changing views of copyright and intellectual ownership. See Nicholas C. Burbules and Bertram C. Bruce, "This is not a paper," in review.
20 See David Jonassen's helpful discussion of hypertext and schema theory, in Hypertext/Hypermedia, p. 23. See also: David Chen, "An epistemic analysis of the interaction between knowledge, education, and technology," in Barrett, Sociomedia: Multimedia, Hypermedia, and the Social Construction of Knowledge, pp. 161-173; M.C. Linn, "Hypermedia as a personalized tool for knowledge organization," presented at the American Educational Research Association meetings (April 1991), in Chicago, Illinois; and Rand J. Spiro, Richard L. Coulson, Paul Feltovich, and Daniel K. Anderson, "Cognitive flexibility theory: Advanced knowledge acquisition in ill-structured domains," In Tenth Annual Conference of the Cognitive Science Society (Hillsdale, NJ: Erlbaum, 1988), pp. 375-384; Rand J. Spiro and J. Jehng, "Cognitive flexibility and hypertext: Theory and technology for the linear and multidimensional traversal of complex subject matter," in Spiro, R. J. & Jehng, J., eds., Cognition, Education, and Multimedia: Exploring Ideas in High Technology. Hillsdale, NJ: Erlbaum. (1990), pp. 164-205; and Rand J. Spiro, Paul Feltovich, Michael J. Jacobson, and Richard L. Coulson, "Cognitive flexibility, constructivism, and hypertext," Educational Technology (May, 1991), pp. 24-33.
21 Slatin, "Reading hypertext," p. 873.
22 Delaney and Landow, "Hypertext, hypermedia, and literary studies," p. 10.
23 On "bricolage," see Claude Levi-Strauss, The Savage Mind (Chicago: University of Chicago Press, 1966), pp. 16-37.
24 For a discussion of this problem and its consequences, see Bernard Williams, "The Riddle of Umberto Eco," New York Review of Books, February 2, 1995, pp. 33-35.
25 The best single source on this relationship is Landow, Hypertext; see also Delaney and Landow, "Hypertext, hypermedia, and literary studies." Additional discussions of the affiliation between hypertext and postmodernism are Norman N. Holland, "Eliza meets the postmodern," EJournal, Vol. 4 No. 1 (1994) and Bolter, Writing Space; see also a discussion of Bolter's book in EJournal by Joe Amato and Doug Brent: EJournal, Vol. 1 No. 2 (1991) and Vol. 1 No. 2-1 (1991).
26 Delaney and Landow, "Hypertext, hypermedia, and literary studies," p. 18.
27 Slatin, "Reading hypertext."
28 Umberto Eco, A Theory of Semiotics (Bloomington, IN: Indiana University Press, 1976), pp. 69 ff.
29 Jay David Bolter, "Topographic writing: Hypertext and electronic writing," in Delaney and Landow, eds, Hypermedia and Literary Studies. (Cambridge, MA: MIT Press, 1991), pp. 105-118; see also Bolter, Writing Space; Cliff McKnight, John Richardson, and Andrew Dillon, "The authoring of hypertext documents," in Ray McAleese, ed., Hypertext: Theory into Practice (Norwood, NJ: Ablex, 1989), pp. 138-147.
30 Stanley Fish, Is There a Text in this Class? The Authority of Interpretive Communities," (Cambridge, MA: Harvard University Press, 1980, pp. 322-327.
31 Roland Barthes, S/Z: An Essay (New York: Hill and Wang, 1974). For another discussion of this example, see George P. Landow, Hypertext: The Convergence of Contemporary Critical Theory and Technology (Baltimore: Johns Hopkins University, 1992).
32 David Lodge, Small World, NY: Warner Books, 1984.
33 Jorge Luis Borges, "Kafka and His Precursors," in Labyrinths (NY: New Direction, 1964), p. 201. Thanks to Punya Mishra for suggesting this reference.
34 See Jacques Derrida, Glas (Lincoln: University of Nebraska Press, 1986), in which Derrida publishes two essays, on apparently unrelated topics, side by side.
35 For a discussion of issues in electronic publishing, see Nicholas C. Burbules and Bertram C. Bruce, "This is not a paper," in review.
36 Delaney and Landow, Hypermedia and Literary Studies; Slatin, "Reading hypertext"; T. Byles, "A context for hypertext: Some suggested elements of style." Wilson Library Journal, Vol 63 No. 3 (1988), 60 - 62.
37 Delaney and Landow, Hypermedia and Literary Studies, p. 19.
38 David Jonassen, "Designing structured hypertext and structuring access to hypertext." Educational Technology, Vol. 28 No. 11 (1988), pp. 13-16.
39 See also Slatin, " Reading hypertext," p. 875, and Ray McAleese, "Navigation and browsing in hypertext," in Ray McAleese, ed., Hypertext: Theory into Practice (Norwood, NJ: Ablex, 1989), pp. 6-44.
40 Slatin, "Reading hypertext," p. 875.
41 See also Horn, Mapping Hypertext, pp. 11, 26-27.
42 Shneiderman and Kearsley, Hypertext Hands-on!, quoted in Henrietta Shirk, "Cognitive architecture in hypermedia instruction," in Barrett, ed., Sociomedia: Multimedia, Hypermedia, and the Social Construction of Knowledge, p. 81.
43 Jonassen, Hypertext/Hypermedia, quoted in Shirk, "Cognitive architecture in hypermedia instruction," pp. 82, 85-86.
44 Shirk, "Cognitive architecture in hypermedia instruction," p. 86.
45 With currently emergent technology, it may be able to create "intelligent agents," tailored search procedures that can find, select, and organize information from multiple sources, according to specifications identified in advance.
46 Ted Nelson was probably the first to advocate this; see Jonassen, Hypertext/Hypermedia, p. 22. See also Nielsen, Hypertext and Hypermedia, p 13.
47 See Deborah Edwards and Lynda Hardman, "'Lost in hyperspace': Cognitive mapping and navigation in a hypertext environment," in McAleese, ed., Hypertext: Theory into Practice, pp. 105-125; N. Hammond and L. Allinson, "Extending hypertext for learning: An investigation of access and guidance tools," in A. Sutcliffe and L. Macaulay, eds., People and Computers V. (Cambridge: Cambridge University Press), 1989); and P. Brown, "Do we need maps to navigate around hypertext?" Electronic Publishing, Vol. 2 No. 2 (1989), pp. 91-100. See also Horn, Mapping Hypertext, pp. 50-59, 150-159; Jonassen, Hypertext/Hypermedia, pp. 41-45; and Nielsen, Hypertext and Hypermedia, pp. 127, 143 - 162.
48 David Gelernter, "Unplugged," The New Republic (September 19 & 26, 1994), pp. 14-15.
49 One of many possible examples of this tone can be found in Holland, "Authorship and collaboration," p. 22.
50 See several essays in Cherniak, Davis, and Deegan eds., The Politics of Electronic Text, including Ian Small, "Text-editing and the computer: Facts and values," pp. 25-30; Marcus Walsh, "The fluid text and the orientations of editing," pp. 31-39, and Michael Leslie, "Electronic editions and the hierarchy of texts," pp. 41-51.
51 Dale Spender, "Feminism does not compute: The Computer Age - Implications for feminism," a talk given at the University of Illinois, Urbana/Champaign, April 17, 1991. For an example of an avowedly feminist approach to text design, see: Kathryn Sutherland, "Challenging assumptions: Women writers and new technology," in Cherniak, Davis, and Deegan eds., The Politics of Electronic Text, pp. 53-67. Also see, "Who controls the text?" chapter 6 of Landow, Hypertext.
52 M.E.D. Koenig, "Linking library users: A culture change in librarianship," American Libraries, Vol. 21 No. 9 (1990) 844-845, 847, 849.
53 Michael W. Apple, Teachers and Texts (New York: Routledge, 1986).
54 But not impossible; for a wonderful example of using critical readings of hypertexts to decode their hidden biases, see Bob Peterson, "Bias and CD-ROM encyclopedias," Rethinking Schools, Vol. 9 No. 1 (1994), pp. 6-7.
55 A more general discussion of educational implications of hypertext can be found in Landow, Hypertext, chs. 5 and 6.
56 The authors wish to credit the excellent suggestions and criticisms of several colleagues: Chip Bruce, Zelia Gregoriou, Craig Howley, Marcia Linn, Punya Mishra, Eugenie Potter, Pamela Salela, Leslie Sassone, Evelyn Shapiro, and Rand Spiro. We especially want to thank Ralph Page, Walter Feinberg, and the reviewers of Educational Theory for their comments and suggestions during the editorial process.
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