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DISTANCE EDUCATION THEORIES:
        WHY DO THEY MATTER TODAY?

                               Stella C.S. Porto
                  Master of Distance Education & E-Learning
               Graduate School of Management & Technology



S. Porto – Summer Institute 2011                      August, 2011   1
OVERVIEW
•  Theory & theorists
•  The industrial model: Peters
•  The guided conversation: Holmberg
•  The Transactional distance: Moore
•  Connections
•  Here & Now



S. PORTO – SUMMER INSTITUTE 2011       August, 2011   2
THEORY AND THEORISTS

 “Everything that is recorded in the literature of a field
 makes up the theory of the field” (Moore & Kearsley, 2011)
  … then someone
  summarizes and
  organizes everything…
  More and more people
  use it and cite
  Voila’.. We have a
  theory! It is like a MAP…        http://c.1asphost.com/Aspirincomic/Map_Theory.html




S. PORTO – SUMMER INSTITUTE 2011                            August, 2011                3
THEORY AND THEORISTS
  “If people in journeys of discovery have not read the
      theory”, summarized or not, “they are traveling
            without a map” (Moore & Kearsley, 2011)
                                   “Knowing the theory, therefore,
                                   is very valuable for everyone
                                   who wants to practice in
                                   distance education; for
                                   researchers it is indispensable”
                                   (Moore & Kearsley, 2011)


S. PORTO – SUMMER INSTITUTE 2011                      August, 2011   4
THEORY & THEORISTS
•  Until very recently there was no general theory of the
   pedagogy of distance education
•  First definition of DE …
 “…the family of instructional
     methods in which the
    teaching behaviors are
   executed apart from the
learning behaviors” (Moore, 1972
            in Moore & Kearsley, 2011)


S. PORTO – SUMMER INSTITUTE 2011             August, 2011   5
THEORY & THEORISTS


  DE theories have been classified in three groups:
                     Theories of independence and autonomy
                      Theories of industrialization of teaching
                  Theories of interaction and communication




S. PORTO – SUMMER INSTITUTE 2011                       August, 2011   6
THEORY & THEORISTS

                                   Boerje Holmberg (Sweden)


                                   Michael G. Moore (UK, USA)


                                   Otto Peters (Germany)




S. PORTO – SUMMER INSTITUTE 2011                August, 2011    7
OTTO PETERS: THE INDUSTRIAL MODEL
•  Once upon a time DE was just like correspondence
   courses…
       •  In fact it still is in many parts of the world!
•  Peters explained in 1967 – “it becomes clear that
   distance study is a form of study complimentary to
   our industrial and technological age”
•  The success of DE (at the time) depended on the use
   of such industrial model


S. PORTO – SUMMER INSTITUTE 2011                            August, 2011   8
OTTO PETERS: THE INDUSTRIAL MODEL
•  Mechanization and then
   automation
•  Preparatory phases are
   essential steps;
•  Systematic planning and
   organization                     •  Specialized roles in
                                       production
•  Standardized products            •  Increased concentration and
                                       centralization

 S. PORTO – SUMMER INSTITUTE 2011                August, 2011   9
BOERJE HOLMBERG: THE GUIDED
CONVERSATION
•  Feelings of a personal relation between learner and
   teacher promotes study pleasure and motivation
       •  Well designed material can foster such feelings
       •  Intellectual pleasure & motivation support learning goals
•  A friendly tone favors the feelings of this personal
   relation




S. PORTO – SUMMER INSTITUTE 2011                       August, 2011   10
MICHAEL G. MOORE: TRANSACTIONAL DISTANCE
                                               Autonomy
                                   Structure
Dialogue




                                               Michael G. Moore




S. PORTO – SUMMER INSTITUTE 2011               August, 2011       11
MICHAEL G. MOORE: TRANSACTIONAL DISTANCE
DIALOGUE

Dialogue is purposeful,               Dialogue is not the
constructive and                      same as interaction.
valued by both parties
                                   The extent and nature of dialogue
                                   depends on institutional, designer
                                   or teacher philosophies, the
                                   nature of the subject/content
                                   matter and environmental factors.


S. PORTO – SUMMER INSTITUTE 2011                    August, 2011   12
MICHAEL G. MOORE: TRANSACTIONAL DISTANCE
  STRUCTURE

Structure is a variable that
represents elements in
course design, such as
learning objectives, content
themes, presentations, case
studies, activities,         Degree in which the learning path
assignments and tests.       is (pre-)determined
                             How tightly controlled the
                             sequences and the course are.

  S. PORTO – SUMMER INSTITUTE 2011            August, 2011   13
MICHAEL G. MOORE: TRANSACTIONAL DISTANCE
STRUCTURE + DIALOGUE

          Distance is a
    pedagogical phenomenon



                                   Higher TD: more structure, less
                                   dialogue.
                                   Lower TD: less structure, more
                                   dialogue.

S. PORTO – SUMMER INSTITUTE 2011                       August, 2011   14
MICHAEL G. MOORE: TRANSACTIONAL DISTANCE
AUTONOMY


                                        The greater TD,
                                    the more responsibility
                                     is given to the learner



           Learners have different abilities and potential when it
           comes to making decisions about their own learning


S. PORTO – SUMMER INSTITUTE 2011                    August, 2011     15
CONNECTIONS




S. PORTO – SUMMER INSTITUTE 2011   August, 2011   16
HERE & NOW
                                   How is the industrialized approach
                                   replicated in order to expand
                                   sustainable access?
Is it relevant?
      Why?                         How do we apply the empathy
      How?                         approach within our teaching
                                   practice?

                                   Do changes in technology affect
                                   transactional distance?


S. PORTO – SUMMER INSTITUTE 2011                       August, 2011     17
HERE & NOW                          What kinds of changes and/or
                                   strategies we should use in our
                                   courses to enhance students'
                                   autonomy?
Is it relevant?
      Why?                         How much autonomy is expected
      How?                         from our students?

                                   How can we enhance our teaching
                                   practice through a balance of
                                   structure and dialogue?

S. PORTO – SUMMER INSTITUTE 2011                      August, 2011   18

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Porto's Summer Institute Presentation

  • 1. DISTANCE EDUCATION THEORIES: WHY DO THEY MATTER TODAY? Stella C.S. Porto Master of Distance Education & E-Learning Graduate School of Management & Technology S. Porto – Summer Institute 2011 August, 2011 1
  • 2. OVERVIEW •  Theory & theorists •  The industrial model: Peters •  The guided conversation: Holmberg •  The Transactional distance: Moore •  Connections •  Here & Now S. PORTO – SUMMER INSTITUTE 2011 August, 2011 2
  • 3. THEORY AND THEORISTS “Everything that is recorded in the literature of a field makes up the theory of the field” (Moore & Kearsley, 2011) … then someone summarizes and organizes everything… More and more people use it and cite Voila’.. We have a theory! It is like a MAP… http://c.1asphost.com/Aspirincomic/Map_Theory.html S. PORTO – SUMMER INSTITUTE 2011 August, 2011 3
  • 4. THEORY AND THEORISTS “If people in journeys of discovery have not read the theory”, summarized or not, “they are traveling without a map” (Moore & Kearsley, 2011) “Knowing the theory, therefore, is very valuable for everyone who wants to practice in distance education; for researchers it is indispensable” (Moore & Kearsley, 2011) S. PORTO – SUMMER INSTITUTE 2011 August, 2011 4
  • 5. THEORY & THEORISTS •  Until very recently there was no general theory of the pedagogy of distance education •  First definition of DE … “…the family of instructional methods in which the teaching behaviors are executed apart from the learning behaviors” (Moore, 1972 in Moore & Kearsley, 2011) S. PORTO – SUMMER INSTITUTE 2011 August, 2011 5
  • 6. THEORY & THEORISTS DE theories have been classified in three groups: Theories of independence and autonomy Theories of industrialization of teaching Theories of interaction and communication S. PORTO – SUMMER INSTITUTE 2011 August, 2011 6
  • 7. THEORY & THEORISTS Boerje Holmberg (Sweden) Michael G. Moore (UK, USA) Otto Peters (Germany) S. PORTO – SUMMER INSTITUTE 2011 August, 2011 7
  • 8. OTTO PETERS: THE INDUSTRIAL MODEL •  Once upon a time DE was just like correspondence courses… •  In fact it still is in many parts of the world! •  Peters explained in 1967 – “it becomes clear that distance study is a form of study complimentary to our industrial and technological age” •  The success of DE (at the time) depended on the use of such industrial model S. PORTO – SUMMER INSTITUTE 2011 August, 2011 8
  • 9. OTTO PETERS: THE INDUSTRIAL MODEL •  Mechanization and then automation •  Preparatory phases are essential steps; •  Systematic planning and organization •  Specialized roles in production •  Standardized products •  Increased concentration and centralization S. PORTO – SUMMER INSTITUTE 2011 August, 2011 9
  • 10. BOERJE HOLMBERG: THE GUIDED CONVERSATION •  Feelings of a personal relation between learner and teacher promotes study pleasure and motivation •  Well designed material can foster such feelings •  Intellectual pleasure & motivation support learning goals •  A friendly tone favors the feelings of this personal relation S. PORTO – SUMMER INSTITUTE 2011 August, 2011 10
  • 11. MICHAEL G. MOORE: TRANSACTIONAL DISTANCE Autonomy Structure Dialogue Michael G. Moore S. PORTO – SUMMER INSTITUTE 2011 August, 2011 11
  • 12. MICHAEL G. MOORE: TRANSACTIONAL DISTANCE DIALOGUE Dialogue is purposeful, Dialogue is not the constructive and same as interaction. valued by both parties The extent and nature of dialogue depends on institutional, designer or teacher philosophies, the nature of the subject/content matter and environmental factors. S. PORTO – SUMMER INSTITUTE 2011 August, 2011 12
  • 13. MICHAEL G. MOORE: TRANSACTIONAL DISTANCE STRUCTURE Structure is a variable that represents elements in course design, such as learning objectives, content themes, presentations, case studies, activities, Degree in which the learning path assignments and tests. is (pre-)determined How tightly controlled the sequences and the course are. S. PORTO – SUMMER INSTITUTE 2011 August, 2011 13
  • 14. MICHAEL G. MOORE: TRANSACTIONAL DISTANCE STRUCTURE + DIALOGUE Distance is a pedagogical phenomenon Higher TD: more structure, less dialogue. Lower TD: less structure, more dialogue. S. PORTO – SUMMER INSTITUTE 2011 August, 2011 14
  • 15. MICHAEL G. MOORE: TRANSACTIONAL DISTANCE AUTONOMY The greater TD, the more responsibility is given to the learner Learners have different abilities and potential when it comes to making decisions about their own learning S. PORTO – SUMMER INSTITUTE 2011 August, 2011 15
  • 16. CONNECTIONS S. PORTO – SUMMER INSTITUTE 2011 August, 2011 16
  • 17. HERE & NOW How is the industrialized approach replicated in order to expand sustainable access? Is it relevant? Why? How do we apply the empathy How? approach within our teaching practice? Do changes in technology affect transactional distance? S. PORTO – SUMMER INSTITUTE 2011 August, 2011 17
  • 18. HERE & NOW What kinds of changes and/or strategies we should use in our courses to enhance students' autonomy? Is it relevant? Why? How much autonomy is expected How? from our students? How can we enhance our teaching practice through a balance of structure and dialogue? S. PORTO – SUMMER INSTITUTE 2011 August, 2011 18