Does learning make you happy?

This is going to be a difficult question to answer, not in terms of learning but in defining what happiness actually means, which is surprising given its probably the single most important objective most of us have and wish for others.

Happiness has also caught the attention of government with some considering its growth more important than GDP.

And did you know that there is a World Happiness Report and a World Happiness Day – it’s the 20th of March.

But as difficult as it is to define, we will need to try in order to figure out if learning can help make us happy.

Sorry about this but I think we need to explore a few of these terms in a little more detail. Feelings are conscious, subjective experiences that result from emotions. Pleasure is an enjoyable sensation or activity that brings immediate satisfaction, think eating something really tasty. Contentment is often a longer lasting sense of peace and acceptance of your circumstances, and satisfaction is the fulfilment of desires, needs, or expectations which lead to a sense of achievement.

It might also be worth adding that you can’t be happy all of the time, happiness is a transient state that fluctuates over time and throughout life.

But that just gives us a better understanding of the words, wouldn’t it be nice to know how you can increase your happiness? And for this we need to look into the work of Martin Seligman, known as the father of positive psychology. Seligman identified that happiness is not entirely down to you, he says that if happiness was measured on a scale of 1 to 100, the first 50% would be outside of your control, its genetic, you are effectively born a glass half-full, half-empty kind of person. Another 10% is affected by circumstance, such as getting a promotion or failing an exam. Only the remaining 40% is determined by your choices, what are called “voluntary variables,” these include how we perceive the world, expanding perspective and finding meaning to our lives and work.

He also developed a framework for understanding and promoting well-being and happiness. His model is known by the initials PERMA and identifies five essential elements:

  • Positive Emotions (P): Positive emotions, such as joy, gratitude, and love, are a fundamental part of wellbeing. They contribute to happiness and enhance overall life satisfaction.
  • Engagement (E): Engagement refers to the state of being fully absorbed and immersed in activities that align with your strengths and interests. It’s often associated with the concept of “flow,” where individuals lose track of time because they are so engrossed in what they’re doing.
  • Relationships (R): Positive and meaningful relationships with others are crucial for wellbeing. Connecting with others, offering and receiving support significantly contributes to happiness and satisfaction with life.
  • Meaning (M): Finding a sense of purpose, meaning, or direction in life is an important component for happiness. This involves understanding why one’s life matters and how it contributes to a greater purpose.
  • Accomplishment (A): Another factor to consider is achieving goals, setting and meeting challenges, learning new skills and competencies, all of which can lead to a sense of accomplishment.

PERMA should not be thought of as a formula for happiness, it’s a framework that has been helpful in guiding research and directing interventions aimed at improving the quality of life. Although the definition of happiness is useful, this framework provides some insight into the building blocks of happiness which will be used in the next section. Click here to watch Martin Seligman explain PERMA in more detail.

In summary, happiness is a positive emotional experience that results from how you feel about events and often involves the fulfilling of needs and ambitions. The PERMA model provides insight into the areas we can work on to become happier.

I appreciate this has been relatively detailed and you may need to read it a couple of times but I hope that it will provide a useful way of thinking about how learning might or might not help us feel happy.

But what about the money

You may have noticed that we have not mentioned money, largely because according to Seligman and others it’s not a key determinant of happiness. It might be a way in which you measure your accomplishments, “when I am earning £80,000 a year or have enough money to buy that new car, I will be successful”. Equally you may become incredibly engaged in earning lots of money, but that pile of paper in the corner will do little to put a smile on your face.

Learning and happiness  

In terms of the bigger picture there is a general consensus that education enhances life satisfaction and as a result some degree of happiness, at least indirectly via gaining key determinants of happiness such as better occupations, monetary rewards (see above) and improved health. But let’s consider a few specifics.

The neurological impact – What’s happening inside your brain when learning? Research using brain imaging techniques such as functional Magnetic Resonance Imaging (fMRI) has shown that learning something new can result in an increase in Dopamine which is associated with feelings of pleasure, reward and motivation. Also, if the learning is engaging and the task completed on time, it can provide a sense of achievement, which can release Serotonin, the “feel-good” neurotransmitter which contributes to positive emotions and mental stability.

If PERMA leads to happiness, it should be a useful exercise to use it to evaluate the benefits of learning.

  • Positive Emotions (P): Positive emotions such as curiosity, interest, and enthusiasm can naturally emerge when learning, although you may need to foster a positive “I can do attitude” first.
  • Engagement (E): Engagement in learning is a natural outcome of a positive and enjoyable learning experience. When learning is engaging, individuals become fully absorbed in the subject, you can get into the “flow,” which makes it easier to grasp and retain new information.
  • Relationships (R): Something that can easily be overlooked is that learning often results in valuable relationships that develop when collaborating with peers, teachers and mentors. Positive relationships provide opportunities for feedback, support, and different perspectives, all of which help you to learn more effectively.  
  • Meaning (M): Finding meaning in the subject matter or the learning process is a powerful motivator. When you understand the significance of what you’re learning and how it will help you achieve your personal goals, there will be a greater sense of satisfaction that your efforts are worthwhile.
  • Accomplishment (A): Setting and achieving learning goals can be highly rewarding. As you make progress in your learning journey there can be a great sense of accomplishment as well as the development of mastery. This sense of achievement boosts confidence and self-efficacy, which only adds to a feeling of satisfaction and ultimately happiness.

Well, what do you think, does learning make you happy? I think so……but remember happiness is not a constant, so don’t expect to be smiling all the time, especially when you have decided not to go out, prioritising a night in with the text book instead!!

Chatting with a Chat Bot – Prompting

In December last year I wrote about what was then a relatively new technology, Generative AI (GAI). Seven months later it has become one of the most exciting and scary developments we have seen in recent years, it has the potential to create transformative change that will affect our very way of life, how we work and the area I am most interested in, how we learn. Initially it was all about a particular type of GAI called ChatGPT 3.5, a large language model funded by Microsoft. But the market reacted quickly and there are now many more models, including Bard from Google, Llama 2 from Meta and a pay for version of ChatGPT imaginatively entitled ChatGPT 4. And just to make this a little more complicated, in early February, Microsoft unveiled a new version of Bing (Microsoft’s search engine that competes with Google) that includes an AI chatbot powered by the same technology as ChatGPT.

One of the reasons for its rapid adoption is it’s so easy to use, you can literally chat with it as you might a human. However as with people, to have a meaningful conversation you need to plan what you want to say, be clear in how you say it whilst providing sufficient context to avoid misunderstanding.

“A computer would deserve to be called intelligent if it could deceive a human into believing that it was human.” The Turing Test – Alan Turing

Prompting – rubbish in rubbish out

Prompting is how we talk with these GAI models. The quality and specificity of the prompt can significantly influence the response you get. A well-crafted prompt can lead to a coherent and relevant answer, whilst a poorly formulated one offers up ambiguity and irrelevant information. If only people thought as deeply about how they communicate with each other, we might avoid a lot of problems!

How to prompt
• Be clear, use specific and unambiguous language.
• Provide context as to why you are asking the question or who are, and write in complete sentences. For example, “would William Shakespeare be considered a great writer if he were to be published today?”
• Ask open ended questions, you will get more detailed and creative responses.
• Set rules such as the tone required or length of an answer, limiting it to so many words, sentence or paragraphs. For example, “in a sentence could you provide a motivational response as to why learning is important?”
• Ask a follow up question if you don’t get the answer you want. GAI is conversational and will remember what you asked last. For example, if you don’t think the answer goes into sufficient detail, say “could you provide more detail as to why this particular event was considered so important?”.
• Provide examples of what you want will result in far more accurate answers. For example, why not copy in the report you wrote last time and ask GAI to update it with new information but keeping the same style and within 10% of the word count.

……And although there is no need to be polite, I have to admit to saying please and thank you.

Types of questions

ChatGPT is very flexible when it comes to answering question, the secret is in getting the prompt right. Here are just a few examples with responses from ChatGPT.

• General knowledge, Q When was Winston Churchill born? A Winston Churchill was born on November 30, 1874.
• Explainer questions, Q Can you explain in 5 words why Churchill was considered a great prime minister? A Inspiring leadership during wartime victory.
• Comparison questions, Q In a sentence can you compare Winston Churchill with Boris Johnson? A. Winston Churchill was a historical wartime leader known for his inspirational leadership during World War II, while Boris Johnson is a contemporary British politician who served as Prime Minister from 2019 to 2022.
• Others, ask…. How to do something e.g. bake a lemon drizzle cake, Can you define apprentice, Tell me a joke, Write me a poem in Japanese. You are limited only by your imagination.

Using it to learn

There are many ways in which this new technology can help with learning but it comes with a couple of health warnings, firstly – GenAI can be a great teacher but it cannot learn for you. It is an excellent resource, able to provide answers 24/7, clarify, summarise etc but ultimately you are the one that has to do the learning. Secondly – All GenAI bots suffer from something called hallucination, they make stuff up. The problem with this is as a learner you might not be able to tell because the answer will sound so authentic. In terms of how common this is, ChatGPT estimates around 20% of answers given might have something wrong with them, but they are working on reducing this to less than 10%.

Here are a few ways you can use GAI
• Summarise large amounts of text – copy a whole section of text into the model and ask it to summarise the most important points. Remember the more detail you give, the more relevant the response, e.g. Produce me a timeline of key events or identify the theories used in the answer.
• Question practice and marking – copy a question in and ask for the answer in 100 words. Paste your answer in and ask it to give you some feedback against the answer it has just produced. This can be further refined if you put in the examiners answer and if you have it, the marking guide.
• Ask for improvement – put into the model your answer with the examiners answer and ask how you might improve the writing style, making it more concise or highlighting the most important points.
• Produce flip cards – ask the model to write you 5 questions with answers in the style of a flip card.
• Produce an answer for a specific qualification – ask if it could produce an answer that is possible to complete in one hour, that would pass the AQA, GCSE exam in biology.
• Explain something – ask can you explain, for example Photosynthesis in simple terms or as an analogy or metaphor.
• Coach me – Ask it to review your answer against the examiners answer but rather than correct it ask it to coach you through the process so that you develop a better understanding.

There is little doubt as to the potential of GenAI in learning, its biggest impact may be in developing countries where there is limited access to teachers and few resources. Although most would agree that an educated world is a better one, there will need to be some safeguards. It cant be left to the open market, education is simply too important.

“Education is the most powerful weapon which you can use to change the world”
Nelson Mandela

And If you want to see some of these tools in action as well as hear Sal Khan talk about Khanmigo, his version of a teacher chatbot, see below.
Sal Khan talks about Khanmigo
ChatGPT in action for studying and exams
Revise SMARTER, not harder: How to use ChatGPT to ace your exams

I Do, We Do, You Do – The importance of Scaffolding

It’s not a bad analogy to think of learning as if you were building a house.

Although you’re going to need help, when the house is finished it will all be yours. Firstly, it’s important that the foundations are strong, if not what follows may be unstable and at worst collapse. Then slowly but surely, you place one brick on top of another. The whole process requires planning, time, motivation and a significant amount of effort. But when the roof is finally on and you move in, you should feel rightly proud of what you have achieved and hopefully believe it’s all been worth it.

Although the house now looks strong and well-built, a short while ago it was covered in scaffolding, which was essential if the house was ever to be finished.

And that’s a nice introduction (hopefully) to this months’ blog, something that helps make learning possible but at the end can no longer be seen – Its name scaffolding!

Scaffolding (background – bear with me)
The term scaffolding first appeared in the work of Jerome Bruner in the 1960s and more formally when he published his ideas in the early 70’s. According to Bruner when a learner first encounters a new concept, they need help from an expert or teacher but as the learner becomes more independent in their thinking and acquires new skills and knowledge, the support can be gradually removed. The implication is that the learner will be able to achieve far more with scaffolding than would have been possible on their own.

Bruner’s ideas were not his alone and were an extension of some of the work of Lev Vygotsky and his thoughts around the zone of proximal development (ZPD). The diagram shows what a learner can achieve on their own compared to what is possible with guidance.

Direct instruction – I do- we do – you do
Its very easy to be underwhelmed by both Bruner and Vygostky, in simple terms all they are saying is that, people can learn more if they are supported and helped by an expert, Wow! But their work underpinned a popular and very practical technique, a form of Direct Instruction, called, I Do – We Do – You Do.

As you might know from previous blogs, I am a big fan of Direct Instruction, largely because there is evidence that proves it works. But sometimes it’s hard to convince others as to its merits because the term “instruction” sounds like you are telling the learner what to do, which some believe in particular Constructivists that this is not the best way to teach. Yet few would argue with this model, partly because it seems sensible, is practical and effective.

In addition, it’s one of the most popular techniques used in Professional Education, this is because of the very tight time constraints, levels of technical detail that have to be learned and the high stakes nature of the exam.

Here’s how it works.

  • I Do – In this phase the teacher should model the new learning having broken the content into small chunks, using worked examples and step by step instruction. The learners should have their pens down (Tablets, PCs closed) so they can focus on what the teacher is doing. Pace is important, the modelling should not be rushed, questions can be taken at the end.
  • We Do – This is when the scaffolding starts to take effect. In this phase the learners have a go on their own or at least attempt part of the task before stopping to check if they are on the right track, maybe confirming their understanding. The teacher needs to remain alert and might have to step in to clarify an area that seems to be holding everyone back. It may prove necessary to stay at this stage for some time, there is little point moving on until everyone is happy to do so.
  • You Do – Finally, once the learners are confident with the steps required, they are ready to have a go completely on their own. The whole process is effectively a gradual release of responsibility, giving the learner more and more control over their own learning until they become independent. There could also be a need for some levels of personalisation because some learners will take longer than others to master the new content.

This is not the only way you can use scaffolding, there are many other techniques but I hope that you can see its one of the most effective.

Video – don’t be put off by the simple nature of this video, it explains it very well.

Podcasting for Learning “Podagogy”

(Not written by ChatGPT) 

There are over 4 million Podcasts registered worldwide. South Korea boasts the biggest podcast listenership, with the UK sitting just outside the top 10. Over 19.1 million Britons listen to podcasts and 40% of them are aged between 26 and 35.

The most popular podcast in the world is the Joe Rogan Experience, with 11 million listeners and although this show is 2 hours long the average length is between 20 and 40 minutes.

Whatever way you slice or dice the data, podcasting has become hugely popular, but does it have a role to play in helping us learn?

What is a podcast?
Simply put, a podcast is a digital audio file that can be downloaded via the Internet to a computer or mobile device for listening. It’s similar to radio in that it has an auditory modality but that’s where the similarity ends, podcasts are on demand, pre-recorded, broken down into episodes and the subject matter is targeted at niche audiences rather than mass appeal.

The growth in podcasts suggests they must be offering something their audience wants, maybe it’s just the convenience, easily listened to on a mobile device and short enough to be consumed whilst walking the dog or working out at the gym. This is certainly a factor but there is more to it than that.

Impact on Learning
When asked, people provide a whole host of reasons why they listen to podcast, for example, entertainment, to keep up to date, to relax, and for inspiration. But one of the biggest areas often quoted, is to learn something new. But the question is, how good are podcasts in helping people do this?

Let’s look at some research – In 2007 Kurtz, Fenwick, and Ellsworth produced a paper called,” Using podcasts and tablet PCs in Computer Science”, there conclusion, although podcast learners didn’t perform any better in the exam their project grades were substantially higher. But these were video podcasts, effectively recorded lectures with slides which is not really what we are talking about here. A far more relevant and conclusive result came from Abt and Barry (2007), “The Quantitative Effect of Students Using Podcasts”. One group of learners listened to six podcasts over six weeks, while the other group were provided with an exact transcript of the podcasts in printed form to ensure both groups had the same content. After six weeks, the groups were re-examined both taking the same test. The results were the same, the podcast group were no better, leading to the conclusion that podcasts provide little quantitative benefit over and above written text.

However, learners like them and when asked often say, they make content easier to understand and are very engaging. But it’s hard to conclude anything from the empirical evidence other than podcasts have a positive effect on learner satisfaction but little or no impact on performance. Even where some benefits have been shown they are more likely the result of encouraging better study habits than providing something valuable in terms of learning.

Visual and auditory memory
The above is not entirely surprising especially when you consider how memory works. Researchers at the University of Iowa found that when it comes to memory, we don’t remember things we hear nearly as well as what we see or touch.

“As it turns out, there is merit to the Chinese proverb ‘I hear, and I forget; I see, and I remember,” James Bigelow, lead author of the study at UI

The researchers found that although learners memory declined across all modalities when time delays grew longer, the decline was much greater for sounds, and began as early as four to eight seconds after being exposed to them.

Podcast are good for learning!
However this doesn’t mean podcasts have no role to play in learning, they do, but they need to be used alongside evidence-based techniques such as spaced and retrieval practice, interleaving etc as well as good teaching practices, for example using projects and group work. Imagine a 15m podcast in the form of an interview between two people debating the merits of putting jam on the cream or cream on the jam when eating a scone. If at the end of the podcast a task was set, maybe asking the learner to summarise what was discussed or prepare a short presentation of the key points, this would force the learner to listen several times, think more deeply about the task and what was being said, the result of which would be learning.

They can also be beneficial in the revision phase when the exam is just around the corner, for example, you could listen to key definitions supported by proven memory techniques such as visualisation, repetition and the use of rhyme. Talking out loud along with the podcast would also help. Why not produce your own podcasts, perhaps with another learner that can be listened to in the car or ask ChatGPT to write you a podcast script based on what you are trying to learn.

Podcasts do have a role to play in learning, they can help develop critical thinking by listening to a debate with counter arguments, the key is to engage, don’t be passive. However, audio as a modality on its own is not the most effective method of learning, but as another tool in the box, it’s worth having.

Kaplan – Learn better podcast
I have been hosting a podcast for the last two years for Kaplan and we are now in season three, in fact episode 22 was released this week. It is for a relatively niche market as is the case with podcasts but if you work in finance and would like to listen to some inspiring people, click here – enjoy.

Mobile phones for learning – The world in your pocket

The statistics are striking, there are 5.44 billion mobile phone users in the world, that means that 68% of the world’s population have one. 92.3 % use their phone to go online at least some of the time, and mobile phones now account for more than 56.9 % of our online time.

This is according to Datareportals Digital around the world report 2023. It means that pretty much everyone in the West will have a mobile, as will most people studying over the age of 10. I say 10 because a recent BBC report stated that in the UK smartphone ownership rises from 44% at age 9 to 91% by the age of 11.

This means we have access to the world in our pocket and as a consequence the worlds knowledge.

“Mobile phones are misnamed. They should be called gateways to human knowledge. Ray Kurzweil, computer scientist.

Mobile phones and learning
We might have access to the worlds knowledge but as readers of this blog will know, having knowledge is not the same as learning. To solve this conundrum we need to start thinking of the mobile phone as a domain, a place to go when you want to learn, and less as somewhere that simply stores knowledge. As an analogy, If a book is knowledge, the library is the domain. But as a learning domain the mobile phone has limitations in particular in terms of screen size, the implication being learning has to be designed to be effective on a small screen.

But aren’t mobile phones bad? – Before exploring how we might improve the way we use mobile phones for learning we should probably address some of the concerns many have about them. They can become additive which perhaps unsurprisingly has been proven to result in lower grades. In addition they are a distraction, this study concluded that there was “a significant negative relationship between total time spent using smartphones and academic performance”. However, the researchers went on to say that having a mobile in class was not in itself the problem, it’s how and when it was used. The learning loss is more a result of us not being wired to multi task, and whilst we may think we can check a message on our phone and pay attention, we can’t.

Smartphone is definitely smarter than us to be able to keep us addicted to it.” Munia Khan, author.

This brings us to one of those often-quoted statements, that technology is neither good or evil, its how people choose to use it. Also, I’m talking here not so much about a mobile devise used in and around the classroom but very much outside of it. Even to the extent where there is no classroom and studying is completely remote and online.

Mobile first learning
Luke Wroblewski who is now a Product Director at Google came up with the idea of mobile first in 2009. The concept is simple, you should design for the mobile platform first and then scale the experience for use elsewhere. It has led to a whole series of instructional design ideas:

  • Keep content short and focused (microlearning) – We have come across the concept of chunking before and it is implicit that if you want content that is short and focused it has to be chunked. The idea is that by keeping each segment short it allows the learner to complete some of the lessons in just a few minutes as well as reducing cognitive load.
  • Design for the small screen – Content layout, graphics, and text should all be imagined in terms of what they will look like on a mobile devise.
  • Build in social features – Mobile is dominant in the social space, very few people use anything other than a mobile to communicate with friends, think Snapchat, What’s App and Instagram. Any learning domain should certainly include a space where learners can share ideas and keep in touch.
  • Gamification/Game Mechanics – One of the problems with online learning in general is maintaining engagement, but games and gamification, the use of points, badges and leader boards are excellent in terms of holding attention and were made for mobile devises.
  • Virtual and Augmented Reality (VR & AR) – In the last three or four years, VR and AR have found their way onto mobile devices and into the wider online learning space. And although VR works best with a headset, AR is a good fit with mobile, allowing us to view the real world through a mobile screen whilst the technology augments what we see, bringing in new information and ideas. Examples would include Pokémon but more recently IKEA have developed IKEA place where you can overlay pictures of furniture into your own home and in education, look directly inside the human body to learn more about the anatomy.

 Learning in the flow of learning…….

“You can’t teach people everything they need to know. The best you can do is position them where they can find what they need to know when they need to know it.” Seymour Papert, mathematician, computer scientist, and educator.

Lessons for learners
A mobile phone is an amazing technology, its effectively a wearable devise that you take everywhere. It makes it possible to access huge amounts of knowledge that if structured properly using good instructional design can be a very effective way to learn. There are also so many different ways in which this knowledge can be consumed in addition to a full course for example podcasts, videos, specific apps such as Duolingo, short tests, and quizzes. However not everything works well on a mobile, reading large amounts of text on a small screen is difficult, takes more time, is not especially engaging and there is some evidence to prove it lowers reading comprehension.

Your mobile can be used to learn outside of the classroom ultimately because it makes learning both convenient and accessible, but one word of warning, don’t forget whose in control!

“It is okay to own a technology, what is not okay is to be owned by technology.” – Abhijit Naskar, Mucize Insan, Neuroscientist and author.

Top Gun: Maverick or a Study With Me Video?

I like to think I’m reasonably up to date with what’s happening, especially when it comes to studying and learning but I have to confess I have only recently come across what are called “study with me videos”, which have actually been around for more than 5 years. Study with me videos are exactly what they say they are, a type of video in which people prepare for an exam on camera, while others watch and study at the same time, it’s literally a video of someone studying, either live streamed or recorded.

Before we go any further its worth taking a look at some of these videos.

Firstly, Thomas Frank who describes himself as a video creator and writer with a focus on productivity, learning, and personal development. Thomas has a huge following on YouTube with nearly three million subscribers, although he offers far more than just study with me videos, here is one of his, a  25-Minute Pomodoro Session.

Secondly a Korean YouTuber who broadcasts under the name of “the man sitting next to me”. In Korean they call making these video gongbang, which translates to “study broadcast”. Normally the man sitting next to me live streams but here is a recording with a background rain sound effect thrown in for good measure.

And thirdly Jamie Lee, who lives in New York and has a YouTube channel called “The Strive to Fit.” She started her channel when she was in medical school but even though she has now qualified as a doctor she continues to broadcast. Unlike The Man Sitting Next to Me, Jamie’s “study with me” video are pre-recorded. Two clips from Jamie, the first a typical study session, with background music, its already had 1.3 million views, and secondly a get to know me video where Jamie answers questions.

What purpose do they serve?

As you can see from these videos each person has their own individual style with some streaming live whilst others are pre-recorded and slightly more professional with music, the sound of rain or pen on paper etc. As a slight aside if you just want the background noise and a relaxing scene, here are a few more videos, an ancient library with a roaring fire, a cosy library with jazz playing in the background and heavy rain that will apparently help you throw away that stress.

But what’s the point of these videos, why do people find them helpful?

  • Motivational and help with feelings of isolation – the YouTubers who make these videos are all students, they are therefore by definition the same as the people watching, and if they can sit down for two and a half hours and study, I guess you can do the same. Rather than getting in with a “bad crowd” you’re in with the good guys, they are hardworking, studious, and ambitious, their behaviour and attitude can and does rub off. This is consistent with Albert Banduras social learning theory, where he discovered that when people observe others they begin to model and imitate their behaviours. In addition, these are communities, comments are made underneath the videos by the many students that watch them, reminding you that you are not alone, and that others are feeling the same pressures. These YouTubers often connect on a personal level, by explaining why they work so hard and sharing details of their personal lives, successes and failures. To all intents and purpose, they are your study buddy.
  • Excellent for time management – the Pomodoro technique, which was mentioned above is where you break your studying down into short 25-minute sessions, these videos work very much in the same way by helping manage your time.  In fact, as you saw in the Thomas Frank video, he actually studies for exactly 25 minutes. There is also some evidence to show that studying like this in short bursts helps with memory and improved attention.
  • An inspiring learning environment – environment plays an important when it comes to learning, having a physical location where you study can get you into the right mood as soon as you enter it. It’s one of the reasons people go to a library, you know that before you walk through those doors what you are there for and need to do. As a result, when you sit down at your desk open up your laptop and put on your study with me video, it’s time to start work.
  • Good study practice – in addition to producing the study with me videos many YouTubers will offer up study tips such as how to use mind maps, memory skills, effective note taking etc.   
  • But the research shows that silence is the best – it may be that the sound of rain or the scribbles of a pen on paper help you feel less isolated, almost all of the research in this area has shown that problem solving and memory recall tasks are performed better in silence. As a result, there may be a time when you would be best just turning the sound down.
  • They help the YouTuber as well – most of those making these videos acknowledge that because they feel a responsibility to their fellow students it motivates them to study as well.

One final observation about these videos they are not collaborative in the sense that students work together in order to solve a problem, that’s just not what they are trying to achieve.  

But which one is best, Top Gun or study with me videos?

In the interests of balance, here is the trailer for Top Gun: Maverick for you to decide for yourself.  

Beam me up Kirkpatrick – evaluating learning

One of the most difficult questions to answer for both the learner and teacher is, “how do you know you or they are learning”?

On the face of it, the answer might seem simple, you are learning if you think you are, if what has been said makes sense and that you are happy with the way it’s being taught. But what does “make sense” actually mean? Presumably the process was logical and you understand it, you might even have found it interesting. However just to make sure you understood it, maybe we should ask some questions in the form of a test, and if you pass the test then that must mean you have learned it? But passing a test doesn’t mean you could apply it in a practical situation, isn’t that the best way to decide if it has been learned?

Each of these questions is doing something different, they are evaluating learning from a different perspective and if that seems the right approach you will probably very much like the Kirkpatrick model.  

The Kirkpatrick Model
In the 1950’s Donald Kirkpatrick developed the model that carries his name when he used it as the basis for his Ph.D. dissertation entitled, “Evaluating Human Relations Programs for Industrial Foremen and Supervisors.” But don’t let that put you off, the main point is, it’s a practical model designed to evaluate training not necessarily learning in a wider context or education. However as discussed in a previous blog, “Training V Education”, may not always be that far apart.

The model has four levels.

Level 1: Reaction – this measures the degree to which participants find the training useful, engaging, and relevant. Its focus is on the learner’s perception and as such is an opinion, which leads to the criticism that people may be happy but have learned nothing or vice versa. It is commonly evaluated using so called “happy sheets”, offering a range of smiley faces for the participant to indicate which one they think best captures how they feel, but they can be more sophisticated, with detailed questionnaires pre and post learning. This is the most popular method of measuring learning, with some suggesting around 80% of organisations use them.

Level 2: Learning – this is about the degree to which learners acquire the intended knowledge and skills and is most often evaluated using exams or tests. Critics will argue these only measure short term memory and not the longer-term deep learning that is required. Also, in practice the actual assessments are not always well written, partly because the expertise is not available to question the reliability and validity of the test.  

Level 3: Behaviour – this relates directly to how much the learners can apply in practice what they have learned. In the workplace this would be the application of what was learned reflected in improvements as to how the individual does their job. But it can also be assessed using assignments, case studies and real-world projects.

Level 4: Results – the last level is a measurement of the impact the training has had on the learning outcomes. Has the training achieved what it was originally designed to do. This is the least measured largely because of the difficulty and costs involved. Which is unfortunate because in many ways its the most important measure of success.

Kirkpatrick is far from perfect but the biggest criticism is probably in its application, with most organisations stopping at level 2 because 3 and 4 are too difficult. There are other models of assessment that some consider to be superior for example, the Philips model (ROI Methodology), the Kaufman model and Rob Brinkerhoff’s success case methodology, but obviously they are have critics as well.

Why does this matter?
Learning evaluation is clearly hugely valuable for educators, given the amount of time, energy and money that goes into training, it’s essential you know how effective it is. In addition, the Kirkpatrick model serves another purpose by helping with course design, just spin it around and ask the following questions. Starting with level 4, what do you want the training to achieve, what is the learning outcome? Then moving to level 3 ask, what behaviour will you see if learners are doing what is needed? Level 2, what knowledge and skills do learners need to do this? And lastly level 1, how do I want learners to feel, to help make the experience as effective as possible.

But it also has some value for learners, enjoying a course is important because it helps with concentration and to a certain extent motivation but the evidence shows, learners are not very good judges as to the effectiveness of learning. That’s not to say if something doesn’t’ make sense you shouldn’t challenge, just that sometimes you might find a particular exercise difficult, begin to question your level of intelligence and worry you’re not learning, when in fact the difficulty is a necessary prerequisite to embed the learning in the first place.

Lastly – What the Kirkpatrick model does is shift the perspective from measuring learning in terms of an emotion and the ability to answer a question, towards creating new improved behaviours and ultimately getting the results you want.

Footnote – the famous quote “Beam me up Scotty” is of course Captain or latterly Admiral Kirk speaking to Scotty his Chief Engineer. But Montgomery Scott to give him his full fictional name may have been a wizard with the Enterprise but unfortunately, he didn’t come up with a framework for evaluating learning.

Flash Ah, Ahhhh……..Cards

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I can’t believe I have not written about flashcards before. They are an incredibly popular learning tool and have moved relatively seamlessly to digital in recent years. Research published earlier this year found that 78% of students said they had used digital flashcards and of those who used both the digital and paper version, 60% preferred digital, largely because of their convenience and ease of use.

What is a flashcard? – essentially its a card with a question on one side and the corresponding answer on the other. You pick up the card and read the question, maybe it says, who was the 77th Prime minister in the UK? you then attempt to recall the answer in your head before flipping the card over to reveal the name “Boris Johnson”. Interestingly, in that same survey only 53 % of learners turn the card over to check if they were right, something we will discover later is not a particularly good idea. Which highlights another problem that might be happening, students are using flashcards, just not correctly.

Why do they work?
Of course, it doesn’t follow that just because lots of students use flashcards, they are good, but in this instance they are. Flashcards force students into doing things that we know are good for learning. For example, they are excellent for retrieval practice, spaced practice and interleaving, in fact, they support most of the evidenced based learning techniques. Let’s take a look at some of these in more detail.

Retrieval practice – The process of reflecting back and having to retrieve a memory of something previously learned is very powerful. When you look at the card and attempt to recall the answer the brain is working hard, this will result in the reinforcement of neural pathways, in simple terms you are learning. And of course, it requires effort, that’s the reason it works, don’t do as it would appear 47% of all learners and not check if you were right or flip the card over too soon.

Spaced practice – Spaced practice is the exact opposite of cramming, you effectively take the same amount of time to study, just do it over a longer period. The evidence shows that if you revisit what you have studied over time it boosts what is called retrieval and storage strength but if you study in a short period of time, your retrieval strength improves but your storage strength reduces. Flashcards can be used intermittently, effectively spacing out you’re learning, a good way to do this is to use something called the *Leitner system. Let’s assume there are three envelopes and on the first is written, “every day”, on the second, “every other day” and on the third, “once a week”. All flashcards initially start in envelope one, if you answer a flashcard correctly it moves into envelope two, if incorrectly it stays in envelope one. Each time you get a card correct, you move it to the next envelope but if you get it wrong, you move it back to the previous one. Eventually, in theory at least, all cards will end up in envelope three. Here is a video that shows exactly how it works.

*The Leitner system was developed by the German science journalist Sebastian Leitner in the 1970s.

Interleaving – Interleaving is simply studying different topics as opposed to studying one topic very thoroughly, this latter process is called blocking. Repetition is one of the main benefits of using flashcards, the process takes place naturally as you go through the pack several times, however that same repetition can make the process easier, because the brain will begin to remember cards by association with each other. This is not the same as remembering the information on the card, because if you change the order then the association is broken and you will forget. A simple technique is to shuffle the deck each time you go through it.

Paper based or digital
The evidence to support using paper-based flashcards or the digital version is mixed with some suggesting that digital is better, Azabdaftari & Mozaheb, 2012 and others Gilbert Dizon and Daniel Tang concluding that there is no significant difference. Although they do acknowledge as our earlier research did that students prefer digital when asked.

The arguments are that digital is more convenient, for example everyone carries a mobile and they easier to create and use due to the sophistication of some of the Apps available. However, in contrast producing your own papers-based cards, deciding what to put on them or how they should look, together with their tactile nature makes the learning more effective.

My advice, do whatever works best for you. Perhaps using an app such as Quizlet, Brainscape or the very popular AnkiApp for one subject and produce your own paper based cards for another.

Conclusions
I should have written about flashcards before, they are a hugely effective tool that utilise many of the best evidenced based strategies. Don’t worry about the, “should I use digital or paper” debate, it really doesn’t matter, try both.

And one last tip, don’t leave the use of flashcards until the end of your studies. To maximise their value start using them about a month before the exam, not the night before! Oh, and why not rate yourself in terms of confidence in getting the correct answer before turning the card over, it’s just another way of deepening learning through reflection.

You might find this helpful, it shows 5 ways to use flashcards, although in fairness some are just good note making skills, but then what’s wrong with that.

Gagne’s style – Nine steps to delivery

Robert Gagne was an American educational psychologist who pioneered the science of instruction in the second world war working with the Army Air Corps, training pilots. His focus was on simplifying and explaining what he and others believed to be good instruction.

Like many academics he wrote and published papers on different areas, for example he developed a hierarchy of learning, similar to Bloom with behavioural aspects at the bottom and cognitive ones at the top. But he is probably most well-known for his Nine levels of learning or as it is referred to here, The nine steps of delivery.

Now the only problem with this is that there are nine steps and anyone who has read this blog before will know, nine is just to The answer is simple, chunk it down into smaller sections.

Why is this important?
Gagne’s objective was to provide a systematic process to help teachers and trainers better structure what they do in order to keep students engaged and help them retain knowledge. But the process he created also provides an insight as to how learning works and can be used by students to structure their own learning. Below are the nine steps broken down under three headings. As well as explaining how each step works, I will also add comments as to what it means for a student who might be studying on their own.

Preparation

  1. Gaining attention
    Start the learning experience by gaining the attention of your learners. The change in stimulus tells them that learning will soon take place. For the student this means you need to create a break from what you are doing and get into a mood to start studying. This might involve going to the library or setting an alarm on your phone to create a trigger telling you something different is about to happen.
  1. Informing the learner of the objective
    Share the learning objective with students early on. What should they know at the end of the session that they didn’t before. For the student it’s important you also know what you are trying to learn, what will you be aware of at the end of this session that you don’t know now. It also helps if your aware of why its important e.g. maybe it’s a very popular exam area or is developed in more detail later so you need to learn it now.
  1. Stimulating recall of prior learning
    Relate the new learning back to something learned before or a similar experience your learners have had, this forms a link between the old and new. For the student this is a reflective process, how does this topic relate to what you have learned in the past, how does it fit in?

Instruction and practice

  1. Presenting the content
    Present the new content to the learners. For the student this is where you start reading or listening to the new content.
  1. Providing learning guidance
    Explain to the learners what something means by giving examples, highlight what’s difficult and what’s not. For the student this is where you have to rely on the instruction provided in the learning materials
  1. Eliciting performance
    Here the learner has to practice what they have been taught in order to demonstrate understanding. For the student this is the equivalent to attempting a question or by way of analogy, trying to turn the theory of how to bake a cake into a reality by actually baking one.

Assessment and transfer

  1. Providing feedback
    Provide guidance to the learner as to what the difference was between their answer and the correct one, what do they need to do to close that gap? For the student this is where it is helpful to work with others, perhaps you mark their answer and they mark yours. To follow the cake example, take it out of the oven and look at it, is it the right texture and colour, then taste it. What do you need to do to make it the best cake ever?
  1. Assessing the performance
    Assessing learner performance is usually demonstrated by asking them to take a test. For the student its very similar this time, take the test and see what score you get.
  1. Enhancing retention and transfer
    The learner now needs to demonstrate this by applying it to their job or by teaching others. This last stage often requires continual practice and feedback to become competent. For the student who thinks their objective is to do little more than pass the exam it may not seem important, however in the medium to long term applying learning is the main goal.

And that’s all you have to do, nine steps that break down instruction and in so doing providing a roadmap to effective study. It has been argued that the process doesn’t work so well for more creative subjects, after all it was designed around training airline pilots. However, it can teach you to fly and most importantly land a plane it’s probably good enough for most areas of learning.

Who needs a teacher – the power of self-explanation

One of the great skills of a teacher is that they explain things you don’t understand, that’s really helpful – right?

Well maybe not, a meta study entitled, Inducing Self-Explanation published back in 2018 concluded that it is better to ask a student to try and explain something to themselves, than for a teacher to do that for them. Although in fairness the teacher’s explanation was better than no explanation, which might seem an obvious point but it shows that the content is important and it’s not just the process. However, the process does help because it forces the student to recognise links between the knowledge or skills they have already learned and identify the gaps in their understanding which need to be bridged. In further defence of teachers, there is some evidence to show that the technique is more effective following an initial explanation, with the student asked to explain it to themselves afterwards.

In simple terms self-explanation requires the learner to try to explain concepts, ideas and processes in their head to themselves prior to answering a question. However there is a little more to it than that.

Self-explanation and elaborative interrogation
Elaborative interrogation is similar to self-exploration but not exactly the same. If you ask someone “why that makes sense” or “why is this true”, this is an example of elaboration, it generally relies on a specific chunk of prior knowledge that you are elaborating on. Self-explanation is more generic in that you could ask “what does this mean to you” or “explain what you have just read”. To answer these questions there is no need for past knowledge as the paragraph may only just have been read. As a result, self-explanation is better suited to knowledge acquisition.

But for all intent and purposes they are both techniques that force reflection, requiring the learner to assemble the component parts of process or argument in their head, challenge the conclusions and ask further questions to narrow the gap in their understanding. One last point, we also know that more effective learners (although you may think they are just really smart) are likely to engage in self-explaining naturally.

Learning requires effort – desirable difficulty
If this process sounds like hard work, it is, learning is not meant to be easy, it can be enjoyable and rewarding but not necessarily easy. Compare, trying to explain something to re-reading the textbook or highlighting key words. My guess is that you would much rather re-read or highlight, but they are both far less effective learning techniques.

The greater the difficulty, the greater the glory.
Marcus Tullius Cicero

This is yet another example of what Robert Bjork’s referred to as desirable difficulty (Bjork, 1994; McDaniel & Butler). It is the idea that having certain difficulties in the learning process greatly improves long-term retention. Other examples include, spacing, interleaving and retrieval practice which I have written about before. It’s the effort and reflection that helps transfer the knowledge from short term to long term memory and without that it would be forgotten.

More effective
The key point is not about the difficulty of learning but the effectiveness of the methods used to learn, and developing the confidence that when something is hard it’s probably a good thing. So, the next time you are asked a question that requires an explanation and you can’t give one, don’t jump straight back into the textbook to reread the entire chapter. Think and reflect on what it is you don’t understand, create a sentence that captures that lack of understanding, maybe even saying it out loud, find the answer and then attempt to explain it again.

A little more difficult of course but you will be learning and not just sitting there thinking you are.

My thanks to John Eaton for his observations on this topic and for the fab picture of Less Dawson.

Blooms 1984 – Getting an A instead of a C

When people see the year 1984 most think of George Orwell’s book about a dystopian future, but a few other things happened that year. Dynasty and Dallas were the most popular TV programs and one of my favorite movies, Amadeus won best picture at the Oscars. You can be excused for missing the publication of what has become known as the two Sigma problem by Benjamin Bloom, of Blooms taxonomy fame. He provided the answer to a question that both teachers and students have been asking for some time – how can you significantly improve student performance?  

One of the reasons this is still being talked about nearly 40 years later is because Bloom demonstrated that most students have the potential to achieve mastery of a given topic. The implication is that it’s the teaching at fault rather than the students inherent lack of ability. It’s worth adding that this might equally apply to the method of learning, it’s not you but the way you’re studying.

The two-sigma problem
Two of Bloom’s doctoral students (J. Anania and A.J. Burke) compared how people learned in three different situations:

  1. A conventional lecture with 30 students and one teacher. The students listened to the lectures and were periodically tested on the material.
  2. Mastery learning – this was the conventional lecture with the same testing however students were given formative style feedback and guidance, effectively correcting misunderstandings before re-testing to find out the extent of the mastery.
  3. Tutoring – this was the same as for mastery learning but with one teacher per student.

The results were significant and showed that mastery learning increased student performance by approximately one standard deviation/sigma, the equivalent of an increase in grading from a B to an A. However, if this was combined with one-to-one teaching, the performance improved by two standard deviations, the equivalent of moving from a C to an A. Interestingly the need to correct students work was relatively small.

Bloom then set up the challenge that became known as the two-sigma problem.

“Can researchers and teachers devise teaching/learning conditions that will enable the majority of students under group instruction to attain levels of achievement that can at present be reached only under good tutoring conditions?”

In other words, how can you do this in the “real world” at scale where it’s not possible to provide this type of formative feedback and one to one tuition because it would be too expensive.

Mastery learning – To answer this question you probably need to understand a little more about mastery learning. Firstly, content has to be broken down into small chunks, each with a specific learning outcome. The process is very similar to direct instruction that I have written about before. The next stage is important, learners have to demonstrate mastery of each chunk of content, normally by passing a test scoring around 80% before moving onto new material. If not, the student is given extra support, perhaps in the form of additional teaching or homework. Learners then continue the cycle of studying and testing until the mastery criteria are met.

Why does it work?
Bloom was of the opinion that the results were so strong because of the corrective feedback which was targeted at the very area the student didn’t understand. The one to one also helped because the teacher had time to explain in a different way and encourage the student to participate in their own learning which in turn helped with motivation. As you might imagine mastery is particularly effective in situations where one subject builds on another, for example, introduction to economics is followed by economics in business.

Of course, there are always problems, students may have mastered something to the desired level but forget what they have learned due to lack of use. It’s easy to set a test but relatively difficult to assess mastery, for example do you have sufficient coverage at the right level, is 80% the right cut score? And finally, how long should you allow someone to study in order to reach the mastery level and what happens in practice when time runs out and they don’t?

The Artificial Intelligence (AI) solution
When Bloom set the challenge, he was right, it was far too expensive to offer personalised tuition, however it is almost as if AI was invented to solve the problem. AI can offer an adaptive pathway tracking the student’s progression and harnessing what it gleans to serve up a learning experience designed specifically for the individual. Add to this instructionally designed online content that can be watched by the student at their own pace until mastery is achieved and you are getting close to what Bloom envisaged. However, although much of this is technically possible, questions remain. For example, was the improvement in performance the result of the ‘personal relationship’ between the teacher and student and the advise given or the clarity in explaining the topic. Can this really be replicated by a machine?

In the meantime, how does this help?
What Bloom identified was that in most situations it’s not the learner who is at fault but the method of learning or instruction. Be careful however, this cannot be used as an excuse for lack of effort, “its not my fault, it’s because the teacher isn’t doing it right”.

How to use Blooms principles.

  • Change the instruction/content – if you are finding a particular topic difficult to understand, ask questions such as, do I need to look at this differently, maybe watching a video or studying from another book. Providing yourself with an alternative way of exploring the problem.
  • Mastery of questions – at the end of most text books there are a number of different questions, don’t ignore them, test yourself and even if you get them wrong spend some time understanding why before moving on. You might also use the 80% rule, the point being you don’t need to get everything right

In conclusion – It’s interesting that in 1985 Bloom came up with a solution to a problem we are still struggling to implement. What we can say is that personalisation is now high on the agenda for many organisations because they recognise that one size does not fit all. Although AI provides a glimmer of hope, for now at least Blooms 2 Sigma problem remains unsolved.

Listen to Sal Khan on TED – Let’s teach for mastery, not test scores

Chatter – why talking to yourself matters

If you are reading this, think for a moment as to what you are doing……… are you sounding out the words in your head or did you pause, reflect and ask yourself “what exactly am I doing?”, either way you have been using your inner voice, your internal dialogue or have been experiencing what Ethan Kross calls Chatter.

Ethan is the Professor of Psychology and Management at the University of Michigan and author of a book called Chatter, the voice in our head and how to harness it.

On the one hand this might all seem a little strange, how many people would you ask what they have been talking to themselves about today, perhaps you wouldn’t because it’s too personal a question or maybe you don’t want to admit you do it all of the time. The good news is its perfectly normal and the vast majority of people talk to themselves. It’s worth adding however that not everyone has an internal voice, with some suggesting that this might be more likely for people with dyslexia.

Where does it come from?
Evolution would suggest that if we have this ability, it must serve a purpose. Mark Scott from the University of British Columbia has found evidence that a brain signal called “corollary discharge” plays an important role in our experiences of internal speech. Corollary discharge arises when the brain generates an internal copy of the sound of our voice in parallel to the external sound we hear. Its purpose is to prevent confusion between a self-caused sound or sensation for example, a dog growling noise inside our head and an externally-caused sound, for example a real dog growling who is about to bite. If both are the same, we run pretty fast, if not the brain will cancel the internal sound. This is the reason we can’t tickle ourselves; the brain sends a signal that we are going to tickle ourselves before we actually do, effectively cancelling the sensation.

Interestingly children don’t develop this skill until around 6 or 7 although its gradual and starts much earlier. This is the reason a young child will just say what they think, regardless of the consequences!

“Don’t let the noise of others’ opinions drown out your own inner voice.” Steve Jobs

Why it matters and what you can do?
One of the most powerful tools to help manage stress, wellbeing and self-esteem is your inner voice, and examinations provide a rich environment where without support all of these can bring you down. Heightened dialogue is not of course just experienced when studying or in the exam room, how was it possible that Marcus Rashford, Jadon Sancho and Bukayo Saka missed penalties in the Euros. Maybe it was the result of too much chatter, telling themselves that they must score, they have to score, the country is relying on them?

“Non-judgment quiets the internal dialogue, and this opens once again the doorway to creativity.” Deepak Chopra

And this is where Ethan Kross offers a whole raft of advice. He talks about having the ability to step back from the Chatter by adopting a broader, calmer and more objective perspective. You also need to listen to what your saying, low self esteem for example can easily develop if you are continually criticising yourself, perhaps as a thoughtless parent might do, always finding fault no matter what.

Here are a few of the practical tools in the book.

  1. Use distanced self-talk – rather than saying “why can’t I do this”, use your name in the second person “why is it that Stuart can’t do this”. This results in reduced activation in brain networks associated with negative thoughts.
  2. Imagine advising a friend – this has a similar impact in that it helps you view the experience from a distance. “I know this is a tricky question but you’ve been in a similar situation before and you figured it out”. This is also an example of what Kross calls time travel, (temporal distancing) either going forward in time to look in the rear-view mirror at the problem, effectively leaving it behind or travelling back to a time when you were successful.
  3. Broaden your perspective – in this situation, compare what you’re worrying about with other adverse events or ask what other people would do in the same situation. A variation on the “what would Jesus do?” question.
  4. Reinterpreted your bodies chatter response – when you experience stress its likely your heart rate will increase and you will begin to sweat. Becoming aware of this can lead you to conclude that you are stressed which in fact makes the situation worse. Kross suggest you tell yourself that this is not bad news but the body doing what it has to in order to help you.

And finally, if you want to find out more, check out this video, Do you have an inner voice?

Old Marley was as dead as a door nail – the power of analogy

“Marley was dead, to begin with. There is no doubt whatever about that. The register of his burial was signed by the clergyman, the clerk, the undertaker, and the chief mourner. Scrooge signed it. And Scrooge’s name was good upon ‘Change for anything he chose to put his hand to. Old Marley was as dead as a doornail.”

A Christmas Carol was written by Charles Dickens in October 1843 and published on December 19th the same year. By Christmas’s Eve it had sold 6,000 copies at 5 shillings each, unfortunately Dickens only made £230 due to the elaborate illustrations and a not so lucrative deal with Chapman and Hall, the publishers. Today you could by an original copy for around £40,000.

Although Dickens might not have struck a particularly good business deal, he used an excellent analogy to describe exactly how dead Marley, his business partner was. Incidentally the reason a doornail is considered so dead is to do with the way it is bent over and hammered flat, making it unusable. Click for a more detailed explanation.

Analogy
Put simply, analogies highlight shared characteristics between two things. It’s an umbrella term for a cognitive process where we transfer meaning or information from one subject to another and as a result improve understanding. For example, “life is like a box of chocolates – you never know what you’re gonna get” is an analogy from Forrest Gump that makes the connection between the choices and surprises you face when deciding on what chocolate to have…. and life. It helps illustrate the uncertainty of life, the fact that faced with choice you don’t always make the best one and sometimes when you “bite” into life you might be pleasantly surprised. Many analogies are used in everyday speech, for example “doing that will be as about as effective as rearranging deck chairs on the Titanic”, meaning it will make no difference. Similes and metaphors can be used in the same way, in many instances providing the infrastructure to support the analogy. Life is like a box of chocolates, is a simile.

But the distinction between, analogy, metaphor and similia doesn’t really matter, the important point is that all of these can be used to improve understanding, navigate complexity and help with problem solving by using what is called analogical reasoning.

Making abstract concrete
There are many reasons as to why analogies work so well. They often require the use of images, connect existing information with new and encourage reflection, retrieval and the manipulation of ideas. All of which help move information from short to long term memory. There is also a strong connection with the 6 evidenced based learning strategies covered in previous blogs, in particular using concrete examples to make concepts more real. This is one of the most powerful ways to use an analogy.

How do you explain the dual concept in accounting? Here is the answer – the dual concept tells us that every transaction affects the business in at least two ways which are equal and opposite in nature.

Even though you have an explanation, because it’s a concept, an abstract idea, it has no form which makes it difficult for the brain to grasp. But if you can relate it by way of an analogy, perhaps thinking of the dual concept as a set of scales where whatever you put on one side you have to put on another, it becomes more tangible and an understanding develops.

Designing an analogy
Sometimes an analogy will just emerge, from my own experience this is often the case when I have thought about a particular topic or taught it for many years. The catalyst might be someone saying, I don’t understand. As a result, you rack your brains to come up with an alternative way of explaining, and the analogy just appears. However, when studying, you don’t have time for this but coming up with your own analogy might really help. Here is one way of doing it.

Pick two objects, ideas or domains
e.g. a carrot and learning
Write down the main characteristics
– Carrots – are orange, grow from a seed, need water, good for you etc
– Learning – requires effort, takes time, builds on prior knowledge, helps you in life etc
Evaluate by looking for commonalities
Learning is not dissimilar to a carrot, it starts very small, takes time to grow, needs nurturing and is good for you. A slightly silly example but hopefully it shows how the process could work.

A word of warning, as powerful as analogies can be they aren’t the answer to everything. Research shows they can cause learners to create incorrect mental models and as such draw the wrong conclusions, so always keep a check on the logic behind the analogy and at what point it stops working.

A few more analogies
– “A good speech should be like a woman’s skirt; long enough to cover the subject and short enough to create interest.” Winston S. Churchill
– “You see, wire telegraph is a kind of a very, very long cat. You pull his tail in New York and his head is meowing in Los Angeles. Do you understand this? And radio operates exactly the same way: you send signals here, they receive them there. The only difference is that there is no cat.” Albert Einstein
– “Truth, like gold, is to be obtained not by its growth, but by washing away from it all that is not gold.” Leo Tolstoy
They can also make you laugh – “When I die, I want to go peacefully like my Grandfather did, in his sleep – not screaming, like the passengers in his car.”

And as Tiny Tim said, “A Merry Christmas to us all; God bless us, every one!”
Happy Holidays and here’s to a much better 2022.

Motivation by Reward and Consequence – Behaviourism

Motivation is one of the most important aspects of learning and as a result has featured in many previous blogs. In its simplest form motivation can be defined as something that you want; you want to get fit or you want to pass the exam, and as a result that want directs your behaviour. For example, if I want to pass the exam, a good behaviour would be to attempt 5 more questions.

But do we ever really know what is motivating someone? We could ask Tom Dean, the gold medal winner in the 200-meter freestyle at this year’s Tokyo Olympics. What motivated him to train even harder after he contracted Covid for a second time? I’m sure he would give us an answer, the problem is it could well be something he has constructed to explain it to himself rather than the real reason.

Maybe we should think less of the cognitive reasoning behind motivation and consider only the actions of a motivated person? It’s likely Tom had a few early mornings and went through some pretty painful training sessions in order to get fit for the games, but it could be that his ability to do this is more a consequence of conditioning rather than his desire for a gold medal. There is also the question as to why a gold medal is motivational, after all its not even gold, they are 92.5% silver. Interestingly the Tokyo medals include recycled metal from electrical devises. Maybe its because he associates it with success and or pride, something that he has been conditioned to over many years.

Behaviourism
Behaviourism, is a theory of learning which states that all behaviours are learned through interaction with the environment by a process called conditioning. The implication is that your behaviour is simply the response to a stimulus, a cause and effect.

The environment shapes people’s actions. B.F. Skinner

Its highly likely you will have experienced and even been involved in motivating someone in this way. For example, were you ever put on the naughty step as a child or told your dog to sit and when he does, reward him? These are examples of how changing the environment results in a different behaviour. The dog is motivated to sit not because it’s a lifelong ambition but because he wants the reward. Tom Dean may well have got up early to go training but that might have more to do with the conditioning resulting from his alarm going off, than a burning desire to get out of bed.

It is effectively motivation as a result of reward and consequence, if you do something you get something.

Classical conditioning – association
Ivan Pavlov, a Russian physiologist, discovered that dogs could “learn” to salivate at the sound of a bell that rang before they were fed. He called this classical conditioning, the dog associating the bell with food. These types of associations can be the reason people are afraid of spiders or chewing gum, yes, it’s real, Oprah Winfrey is a sufferer. It also explains why having a designated study area can help you feel more like studying, you associate it with getting work done. Here are a few more examples, your smart phone bleeps and you pick it up, celebrities are used to associate a product with glamour, Christmas music makes you feel Christmassy and an exam hall brings on exam anxiety.

Operant conditioning – reinforcement
In contrast to classical conditioning, operant conditioning encourages or discourages a specific behaviour using reinforcement. The argument being that a good behaviour should be reinforced by a repeated reward or a bad behaviour stopped by a repeated punishment. The person who developed this type of conditioning is B.F. Skinner, who famously used pigeons in what became known as “Skinner boxes”.

There are four types of reinforcement

  • Positive reinforcement – The behaviour is strengthened by adding something, a reward (praise/treats/prizes) which leads to repetition of the desired behaviour e.g. “Well done, Beth, that was a great question”. Here praise is added to encourage students to ask questions.
  • Negative reinforcement – The removal of something to increase the response e.g. “I can’t study because, everyone is shouting”. The shouting stops which encourages the behaviour of studying.
  • Punishment – The opposite of reinforcement, it adds something that will reduce or eliminate the response. e.g. “that’s probably the worse answer I have ever heard Beth, were you listening at all”. Here humiliation is added that will reduce the likelihood of students asking questions.
  • Negative punishment (Extinction) – This involves removing or taking something away e.g. “You can have your mobile phone back when you have done your homework”. In this situation removing access to the mobile phone results in the homework being completed.

A person who has been punished is not thereby simply less inclined to behave in a given way; at best, he learns how to avoid punishment. B.F. Skinner

Limitations
Skinner remained convinced anything could be taught with operant conditioning and went on to invent a teaching machine using the principles of reinforcement. It required students to fill in the blank, if the answer was correct, they were rewarded if incorrect they had to study the correct answer again to learn why they were wrong.

Give me a child and I’ll shape him into anything. B.F. Skinner

However, there are many limitations, the motivation is not always permanent, it’s too basic to teach complex concepts, punishment can lead to a reinforcement of the undesirable behaviour and its possible the person is just pretending.

Operant conditioning is still a hugely influential in the modern world, for example have you ever watched someone play a fruit machine, the required behaviour rewarded to extract more money. What about online gaming where points and leader boards provide rewards in terms of status and prizes.
Then then there are the ideas surrounding behavioural economics popularised by Nudge theory which suggest that you can influence the likelihood that one option is chosen over another by changing the environment.

And finally, have ever seen how the military train, check out this video.

So next time you think you are making a decision of your own free will, maybe you’re just responding to an external stimulus!

Becoming a better thinker – Edward de Bono learning leader

There are a number of people who have changed the way I think but no more than Edward de Bono who died this month aged 88, a great example of a learning leader.

Born in 1933, he graduated as a doctor from the University of Malta before studying physiology and psychology at Oxford as a Rhodes Scholar. He represented Oxford in polo, set two canoeing records and later gained a PhD in medicine from Trinity College, Cambridge.

But he is probably best known for two things, firstly as the creator of the term lateral thinking and secondly for his six thinking hats strategy that went on to influence business leaders around the world.

Lateral thinking

To understand lateral thinking, we first need to figure out what thinking is. There are many definitions but my own take is that it’s a reflective process involving the manipulation of knowledge, feelings and experiences as we seek to connect what we know with new information, normally focused on a problem.

There are two or maybe three modes of thinking!

1. Convergent – focuses on coming up with a single, “correct” answer to a question or problem. Examples of convergent thinking would include critical thinking, a logical process that involves challenging underpinning assumptions, questioning accuracy, motivation and purpose in order to make sense of a situation or solve a problem. Its origins can be traced back to Socrates, Plato and Aristotle, or as De Bono disparagingly referred to them, the gang of three.  Also, analytical thinking, where you break down complex information into its component parts, this can and is often used in conjunction with critical thinking. Convergent thinking is logical thinking, meaning its rule based, systematic and linear. If for example we concluded that 2 + 2 = 4 and we decided to add another 2, logically the answer would be 6. 

But logic can still be challenging, there is a logical answer to this question yet 80% of people get it wrong.

Jack is looking at Anne, but Anne is looking at George. Jack is married, but George is not. Is a married person looking at an unmarried person?
A: Yes
B: No
C: Cannot be determined

The correct answer is A. (click here for the explanation)

The need to be right all the time is the biggest bar to new ideas.

2. Divergent – is the opposite of convergent and involves coming up with many possible solutions, acknowledging that there may be no single correct answer. This type of thinking is often emergent, free flowing, illogical and requires creativity. Convergent and divergent thinking can be used together, divergent to generate ideas and convergent to make sense of those ideas and find a practical application. Click here for a video that explains how these two types of thinking work together.

3. Lateral thinking – is a way of solving problems by taking an indirect and creative approach by looking at the problem from different perspectives. Although there are similarities with divergent thinking it is not the same. Divergent thinking starts with a problem at the centre and random ideas are generated branching outwards in all directions, lateral thinking requires the individual to come up with a solution by generating different ideas that result from changing perspective. De Bono writes that lateral thinking forces the brain to break set patterns, it’s a pattern switching technique.

Let’s consider one of his examples, Granny is sitting knitting and three-year-old Susan is upsetting Granny by playing with the wool. One parent suggests putting Susan into the playpen, a relatively creative (divergent) solution. A logical (convergent) answer might be to tell Susan not to do it, but anyone with a three-year-old will know how effective this will be, but that won’t stop them trying!

The other parent suggests it might be a better idea to put Granny in the playpen to protect her from Susan, this is lateral thinking, looking at the problem from a different perspective. Its illogical because granny is bigger and surely you don’t need to protect granny from a three-year-old, but it is still a solution and would work.

I am reminded of a question I was once asked whilst visiting Berlin. “Why did the East Germans build the Berlin wall?” ………“To keep people in of course”, it was a prison not a defence. It’s all about perspective.

Lateral thinking is not a substitute for logical thinking and can be used as a way of generating new divergent solutions, they complement each other and are interchangeable. Lateral thinking is generative, logical thinking selective.

In summary lateral thinking is about changing perspective……

Most of the mistakes in thinking are inadequacies of perception rather than mistakes of logic.

My own personal favourite perspective story

This is the transcript of a radio conversation of a US naval ship with Canadian authorities off the coast of Newfoundland in October, 1995. Radio conversation released by the Chief of Naval Operations 10-10-95.

Americans: Please divert your course 15 degrees to the North to avoid a collision.

Canadians: Recommend you divert YOUR course 15 degrees to the South to avoid a collision.

Americans: This is the Captain of a US Navy ship. I say again, divert YOUR course.

Canadians: No. I say again, you divert YOUR course.

Americans: This is the aircraft carrier USS Lincoln, the second largest ship in the United States’ Atlantic fleet. We are accompanied by three destroyers, three cruisers and numerous support vessels. I demand that YOU change your course 15 degrees north, that’s one five degrees north, or countermeasures will be undertaken to ensure the safety of this ship.

Canadians: This is a lighthouse. Your call.

Lateral thinking for learning

But what has this got to do with learning? Well learning is not just about facts and knowing stuff, the reason we go to school is to gain an understanding of a wide range of issues, concepts and ideas that when faced with a problem we can manipulate and cross check in order to form opinion and come up with a solution. Learning is a consequence of thinking.

Learning without thinking is useless. Thinking without learning is dangerous.
Confucius

De Bono believed that thinking was a skill that could be learned and because lateral thinking helps people develop creative ideas, creativity could also be learned. It is not an innate trait, a type of intelligence that you are borne with, it’s something we all possess, we just need the techniques to do it. He did however distinguish between artistic creativity and idea creativity, Michael Angelo and Shakespeare are artistically creative, lateral thinking will only ever make you idea creative.

As to the techniques, maybe they will feature in another blog but if you can’t wait, here is a short video, but beware De Bono was the master of acronym.

We tend to take thinking for granted, believing we are good at it or maybe never even questioning our ability. But what De Bono made popular was the idea that it was a skill and that we can improve. We live in a time when information is more accessible and freely available than ever, so the real value has to be in what we do with it.

Thank you, Edward De Bono 1933 – 2021.

And lastly….the blog would not be complete without one of De Bono’s lateral thinking puzzles.

A man lives on the tenth floor of a building. Every day he takes the elevator to go down to the ground floor to go to work or to go shopping. When he returns, he takes the elevator to the seventh floor and walks up the stairs to reach his apartment on the tenth floor. He hates walking so why does he do it?

The man is a dwarf and cant reach the higher buttons.

Learning is emotional

We are all emotional, it’s part of what it means to be human, your emotions help navigate uncertainty and experience the world. For some it’s even considered an intelligence, requiring the ability to understand and manage your own emotions, as well as others.

For many years’ emotions were considered something that “got in the way” of learning, effectively disrupting the efficiency, but it is now believed that emotion has a substantial influence on cognitive processes, including perception, attention, memory, reasoning, and problem solving.

Emotions, feelings and mood

In last month’s blog I outlined how sensory input impact memory and the story continues because memories are a key part of emotion and both are found in something called the limbic system, a group of interconnected structures located deep within the brain. The limbic system plays an important part in controlling emotional responses (Hypothalamus), coordinating those responses (Amygdala), and laying down memories (Hippocampus).

There is no single definition of emotion that everyone agrees upon, what we know is, it relies upon the release of chemicals in response to a trigger which in turn leads to three distinct phases. Firstly, a subjective experience, perhaps a feeling of anger, although not everyone would necessarily respond in the same way to the same stimulus. Secondly, a physiological response for example, raised blood pressure, increased heart rate and lastly a behavioural or expressive response, a furrowing of the brow, showing of teeth etc.  

Although emotions are not believed to be hard-wired, in the 1970s Paul Eckman identified six emotions that were universally experienced in all human cultures. They are happiness, sadness, disgust, fear, surprise, and anger. This list has however been expanded to include others for example shame, embarrassment, excitement etc.

Feelings on the other hand arise from emotions, they are a conscious interpretation of the stimulus, asking questions as to what it might mean, some refer to feelings as the human response to emotions.  And finally, moods which are more general and longer term, an emotion might exist for a fraction of a second but moods can last for hours, even days and are sometimes a symptom of more worrying mental health issues.   In addition, moods are not necessarily linked to a single event but shaped by different events over time.

Impact on learning

Understanding what this means for students and educators is complex and in a short blog it’s only possible to introduce the subject. But there are a few lessons we can learn.

  • Emotions direct attention – if students can make an emotional connection with what they are learning it will improve levels of concentration and enjoyment.
  • Consider the emotional environment – the emotional context in which information is delivered can help students experience more positive emotions such as happiness and one of the most powerful emotions in learning, curiosity.
  • Avoid negative emotions – students who are in a continual state of anxiety or fearing failure whilst learning will find concentrating and retaining information difficult. This is partly the result of the brain going into its fight or flight mode which effectively narrows its focus to the task in hand.
  • Emotional state is contagious – the emotional state of the teacher can have a significant impact on students.
  • Memory and emotions are bound together – emotions have a considerable influence on memory. This is why we remember more emotionally charged events such as September 11 or the London bridge attack in 2017.

And if you would like to find out moreHow do emotions impact learning.

Dedication – in a lifetime we will all experience many emotions some good, some bad, but none are as powerful or more gratefully received than a mother’s love, for my mom.

Food for thoughts – the impact of food on learning

According the latest government statistics obesity is on the rise, there is also a link to Covid deaths with nearly 8% of critically ill patients in intensive care being obese, compared with 2.9% of the general population. The WHO has stated that being overweight and obese is the fifth leading risk for global deaths with at least 2.8 million adults dying each year.

Eating too much is clearly not good for your health but how about what you eat, how might that impact your health, in particular your brain?

Viva las Vagus

Have you ever used your gut instinct, had butterflies in your stomach or when feeling nervous had to rush to the toilet? If so then you already have some evidence of the connection and importance of your gut to the way you think and feel. The vagus nerve is the longest cranial nerve and runs from the brain stem to part of the colon in effect making the connection. The biggest influence on the levels of activity of the vagus nerve are the trillions of microbes that reside in the gut. The vagus nerve is able to sense the microbe activity and effectively transfer this gut information to the nervous system and ultimately the brain. Watch this 2-minute video that shows how this works.

Scientists refer to the relationship between the gut and the brain as the “gut brain axis”. The brain sends chemical signals to the gut through the bloodstream, one such example is the feeling of being full or hungry. But and this is the interesting part – the stomach talks back; gut bacteria send messages in the same way the brain communicates using neurotransmission. Prior blog – The learning brain.

Exactly what the messages say depends on what you eat, a gut filled with fruit and vegetables will have different microbes to one that has just consumed a Big Mac. This is a very new area and most of the research has been completed on rats but there is already some evidence to suggest that junk food impairs memory.

Hopefully this gives you some idea as to the strong connection that exist between your stomach and your brain. We can now move on and consider what specific types of foods can help when learning.

These Ted talks are well worth watching if you want to find out more – Your Gut Microbiome: The most important organ you’ve never heard of (11m), and Mind-altering microbes: How the microbiome affects brain and behaviour (6m).

What to eat when studying

The first thing to say is that I am far from an expert on nutrition and so the focus here is more on the impact food has on mood, concentration, cognition and memory. Secondly, to give this some context it might be worth thinking about what you eat in the same way an athlete does. They pay close attention to their diet to make sure their body is in the best possible condition in order to compete because if not they are reducing their chances of success. However, a good diet is no substitute for the hard work they have to put in at the gym, you have to do both. Short video on how nutrition is key to sports performance.

Brain foods

  1. Apples, berries and Citrus – The British Journal of Nutrition published research in 2010 (The impact of fruit flavonoids on memory and cognition) indicating that consuming certain fruits such as berries, apple and citrus, that are rich in flavonoids can help improve memory and cognition.
  2. Dark chocolate – Research published in the Frontiers in Nutrition (Enhancing Human Cognition with Cocoa Flavonoids) found that dark chocolate which also contains flavonoids improved memory in both the short and long term. But remember many types of chocolate are high in sugar, fats, and calories so it’s not all good news.
  3. Rosemary – Northumbria University’s Department of Psychology found that herbs such as rosemary and lavender impacted memory, with the scent of rosemary enhancing memory but lavender impairing it. Maybe Shakespeare knew what he was talking about when he said ‘rosemary is for remembrance’.
  4. Oily fish and walnuts (omega 3) – There is a much-published connection between omega three and the improvement in learning and memory. However, many of these claims are exaggerated to promote a particular type of food or brand with most having such small doses to make little or no difference. There is some evidence published in the medical journal of the American Academy of Neurology that found people who ate more seafood, which naturally contains omega 3, had reduced rates of decline in semantic memory. But there is little evidence to show that supplements work at all. The best advice is to eat fish and nuts as part of a balanced diet but don’t expect your exam results to improve by that much.
  5. Fruit and vegetables – A study conducted by Pennsylvania State University in April 2012 found an association between consuming fruit and vegetables and being in a positive mood.
  6. Water – Despite being the least exciting of them all, water remains one of the best ways in which you can improve brain functionality. Research published in the American Journal of Clinical Nutrition studied 101 participants to see if low water consumption impacted cognition. The result was those who had reduced amounts of water experienced poor memory, reduced energy levels and feelings of anxiety, but those drinking water experienced the opposite.

The evidence on specific foods and its impact on cognition and learning is complex and nuanced. However the connection between the stomach and the brain although still in its early stages has greater potential to lead us to a better understanding as to what we should eat to improve our mental wellbeing.

In the meantime, the best advice is to think about how your diet impacts you personally, identify when you feel best studying is it before a meal or after, pay attention to snacking and of course drink lots of water, eat your greens, all as part of a balanced diet.

Brain overload

Have you ever felt that you just can’t learn anymore, your head is spinning, your brain must be full? And yet we are told that the brains capacity is potentially limitless, made up of around 86 billion neurons.

To understand why both of these may be true, we have to delve a little more into how the brain learns or to be precise how it manages information. In a previous blog I outlined the key parts of the brain and discussed some of the implications for learning – the learning brain, but as you might imagine this is a complex subject, but I should add a fascinating one.

Cognitive load and schemas

Building on the work of George (magic number 7) Miller and Jean Paget’s development of schemas, in 1988 John Sweller introduced us to cognitive load, the idea that we have a limit to the amount of information we can process.

Cognitive load relates to the amount of information that working memory can hold at one time

Human memory can be divided into working memory and long-term memory. Working memory also called short term memory is limited, only capable of holding 7 plus or minus 2 pieces of information at any one time, hence the magic number 7, but long-term memory has arguably infinite capacity.

The limited nature of working memory can be highlighted by asking you to look at the 12 letters below. Take about 5 seconds. Look away from the screen and write down what you can remember on a blank piece of paper.

MBIAWTDHPIBF

Because there are more than 9 characters this will be difficult. 

Schemas – Information is stored in long-term memory in the form of schemas, these are frameworks or concepts that help organise and interpret new information. For example, when you think of a tree it is defined by a number of characteristics, its green, has a trunk and leaves at the end of branches, this is a schema. But when it comes to autumn, the tree is no longer green and loses its leaves, suggesting that this cannot be a tree. However, if you assimilate the new information with your existing schema and accommodate this in a revised version of how you think about a tree, you have effectively learned something new and stored it in long term memory. By holding information in schemas, when new information arrives your brain can very quickly identify if it fits within an existing one and in so doing enable rapid knowledge acquisition and understanding.

The problem therefore lies with working memory and its limited capacity, but if we could change the way we take in information, such that it doesn’t overload working memory the whole process will become more effective.

Avoiding cognitive overload

This is where it gets really interesting from a learning perspective. What can we do to avoid the brain becoming overloaded?

1. Simple first – this may sound like common sense, start with a simple example e.g. 2+2 = 4 and move towards the more complex e.g. 2,423 + 12,324,345. If you start with a complex calculation the brain will struggle to manipulate the numbers or find any pattern.

2. Direct Instruction not discovery – although there is significant merit in figuring things out for yourself, when learning something new it is better to follow guided instruction (teacher led) supported by several examples, starting simple and becoming more complex (as above). When you have created your own schema, you can begin to work independently.

3. Visual overload – a presentation point, avoid having too much information on a page or slide, reveal each part slowly. The secret is to break down complexity into smaller segments. This is the argument for not having too much content all on one page, which is often the case in textbooks. Read with a piece of paper or ruler effectively underlining the words you are reading, moving the paper down revealing a new line at a time.

4. Pictures and words (contiguity) – having “relevant” pictures alongside text helps avoid what’s called split attention. This is why creating your own notes with images as well as text when producing a mind map works so well.

5. Focus, avoid distraction (coherence) – similar to visual overload, remove all unnecessary images and information, keep focused on the task in hand. There may be some nice to know facts, but stick to the essential ones.

6. Key words (redundancy) – when reading or making notes don’t highlight or write down exactly what you read, simplify the sentence, focusing on the key words which will reduce the amount of input.

7. Use existing schemas – if you already have an understanding of a topic or subject, it will be sat within a schema, think how the new information changes your original understanding.

Remember the 12 characters from earlier, if we chunk them into 4 pieces of information and link to an existing schema, you will find it much easier to remember. Here are the same 12 characters chunked down.

FBI – TWA – PHD – IBM

Each one sits within an existing schema e.g. Federal Bureau of Investigation etc, making it easier for the brain to learn the new information.

Note – the above ideas are based on Richard E. Mayer’s principles of multimedia learning.

In conclusion

Understanding more about how the brain works, in particular how to manage some of its limitations as is the case with short term memory not only makes learning more efficient but also gives you confidence that how your learning is the most effective.

Double entry bookkeeping replaced by internet

There is an interesting question being asked at the moment, given that fact-based knowledge is so accessible using the internet, is there a case for not teaching facts at all?

According to Don Tapscott, a consultant and speaker, who specialises in organisations and technology, memorising facts and figures is a waste of time because such information is readily available. It would be far better to teach students to think creatively so that they can learn to interpret and apply the knowledge they discover online.

“Teachers are no longer the fountain of knowledge, the internet is”
Don Tapscott

Is this the solution for educators with an over full curriculum, the result of having to continually add new content to ensure their qualification remains relevant and topical? Perhaps they can remove facts and focus on skills development? After all its skills that matter, knowing is useful but it’s the ability to apply that really matters …right?

What makes you an accountant

When you start to learn about finance, you will be taught a number of underpinning foundational subjects including, law, economics, costing and of course basic accounting. Sat stubbornly within the accounting section will be double entry bookkeeping. This axiom is fiercely protected by the finance community such that if anyone questions its value or challenges its relevance they will be met with pure contempt. And yet, is the knowledge as to how you move numbers around following a hugely simple rule i.e. put a number on one side and an equivalent on the other of any use in a world where most accounting is performed by computers and sophisticated algorithms? I am sure there will be similar examples from other professions and industries. The challenge being, do doctors really need to understand basic anatomy or lawyers read cases dating back to 1892?

“Everyone is entitled to his own opinion, but not to his own facts”
Daniel Patrick Moynihan

But Knowledge is power

Daniel T. Willingham is a psychologist at the University of Virginia and the author of a number of books including, why students don’t like school. His early research was on the brain, learning and memory but more recently he has focused on the application of cognitive psychology in K-16 education.

Willingham argues that knowledge is not only cumulative, it grows exponentially. In addition, factual knowledge enhances cognitive processes like problem solving and reasoning. How knowledge Helps.

Knowledge is cumulative – the more you know the more you can learn. Individual chunks of knowledge will stick to new knowledge because what you already know provides context and so aids comprehension. For example, knowing the definition of a bond ‘a fixed income instrument that represents a loan made by an investor to a borrower (prior knowledge), enables the student to grasp the idea that anything fixed has to be paid by the company (the lender) regardless of its profitability and this is the reason debt is considered risky. (new knowledge)

Knowledge helps you remember – the elaboration effect has featured in a previous blog. In essence it suggests that the brain finds it easier to remember something if it can be associated with existing information. Using the same example from above, it is easier to remember that bonds are risky if you already knew what a bond was.

Knowledge improves thinking – there are two reasons for this, firstly it helps with problem solving. Imagine you have a problem to solve, if you don’t have sufficient background knowledge, understanding the problem can consume most of your working memory leaving no space for you to consider solutions. This argument is based on the understanding that we have limited capacity in working memory (magic number 7) and so to occupy it with grasping the problem at best slows down the problem-solving process, but at worse might result in walking away with no solution. Secondly knowledge helps speed up problem solving and thinking. People with prior knowledge are better at drawing analogies as they gain experience in a domain. Research by Bruce Burns in 2004 compared the performance of top chess players at normal and blitz tournaments. He found that what was making some players better than others is differences in the speed of recognition, not faster processing skills. Players who had knowledge of prior games where far quicker in coming up with moves than those who were effectively solving the problem from first principle. Chess speed at least has a lot to do with the brain recognising pre learned patterns.

Skills are domain specific – not transferable

There is one other important lesson from an understanding of knowledge – skills are domain specific. The implication being that teaching “transferable skills” e.g. skills that can be used in different areas, communication, critical thinking etc doesn’t work. A skill (Merriam Webster) is the ability to use one’s knowledge effectively and readily in execution or performance. The argument being that in order to use knowledge effectively, it needs to be in a specific domain.
In July 2016 the Education Endowment Foundation in the UK released the results of a two-year study involving almost 100 schools that wanted to find out if playing chess would improve maths. The hypothesis was that the logical and systematic processes involved in being a good chess player would help students better understand maths i.e. the skills would transfer. The conclusion however found there were no significant differences in mathematical achievement between those having regular chess classes and the control group.

Long live double entry bookkeeping

This is an interesting topic and open to some degree of interpretation and debate but it highlights the difficult path curriculum designers have to tread when it comes to removing the old to make space for the new. In addition there is a strong argument to suggest that core principles and foundational knowledge are essential prerequisites for efficient learning.
But whatever happens, we need to keep double entry bookkeeping, not because knowing that every debit has a credit is important but it helps structure a way of thinking and problem solving that has enabled finance professional to navigate significant complexity and change since Luca Pacioli allegedly invented it in 1494.

And the case from 1893 – Carlill v Carbolic Smoke Ball Company

The independent learner – Metacognition

Metacognition is not a great word but it’s an important one when it comes to learning, especially if you are studying at higher academic levels or on your own. Cognition refers to the range of mental processes that help you acquire knowledge and understanding or more simply, learn. These processes include the storage, manipulation, and retrieval of information. Meta on the other hand means higher than or overarching, put the two together and we are talking about something that sits above learning, connecting it by way of thought. For this reason, it’s often described as thinking about thinking or in this context thinking about how you learn.

Smarter not harder

When you have a lot to learn in terms of subject matter it may feel like a distraction to spend any time learning something other than what you must know, let alone reflecting on it, but this fits under the heading of working smarter not harder, if you can find more effective ways of learning that must be helpful.
As mentioned earlier cognition is about mental processes, storage and retrieval relate to memory, manipulation, to the shifting of attention, changing perception etc. But the meta aspect creates distance, allowing us to become aware of what we are doing, standing back and observing how for example perception has changed, this reflection is a high-level skill that many believe is unique to humans. One final aspect is that we can take control of how we learn, planning tasks, changing strategies, monitoring those that work and evaluating the whole process.

Keeping it simple

Its very easy to overcomplicate metacognition, in some ways its little more than asking a few simple questions, thinking about how you are learning, what works and what doesn’t.  Here are some examples as to how you might do this.

  • Talk to yourself, ask questions at each stage, does this make sense, I have read it several times maybe I should try writing it down.
  • Ask, have I set myself sensible goals?
  • Maybe it’s time to try something different, for example mind mapping, but remember to reflect on how effective it was or perhaps was not.
  • Do I need help from anyone, this could be a fellow student or try YouTube which is a great way to find a different explanation in a different format?

Clearly these skills are helpful for all students but they are especially valuable when studying on your own perhaps on a distance learning programme or engaged in large periods of self-study.

Benefits

There are many reasons for investing some time in this area.

  • Growing self-confidence – by finding out more about how you learn you will discover both your strengths and weaknesses. Confidence isn’t about being good at everything but understanding your limitations.  
  • Improves performance – research has shown that students who actively engage in metacognition do better in exams.
  • Gives control – you are no longer reliant on the way something is taught; you have the ability to teach yourself. Being an autonomous learner is also hugely motivational.
  • The skills are transferable – this knowledge will not only help with your current subjects but all that follow, not to mention what you will need to learn in the workplace.  

It will take some time initially but, in a way, metacognition is part of learning, it’s an essential component and as such you will end up knowing more about yourself at some point, even if you don’t want to, so why not do it sooner rather than later.

And just for fun – Sheldon knows everything about himself – even when he is wrong