Chapter Five
Moderating Discussions in the Electronic Classroom
Rae Wahl Rohfeld
Roger Hiemstra
Syracuse University
In Berge, Z. L., &
Collins, M. P. (Eds.). 1995. Computer
mediated communication and the online classroom (Volume III: Distance
Learning, pp. 91-104). Cresskill, NJ: Hampton Press, Inc. Reprinted here by
permission.
INTRODUCTION: A MEDIUM FOR COLLABORATIVE
LEARNING
Teaching
through discussion relies on a learner-centered approach, whether the participants meet face to face or on the
computer screen. It rests on principles of collaborative learning and
egalitarian relationships (Eastmond, 1992;
Florini, 1989; Harasim, 1989; Kaye, 1989). Effective discussion requires that everyone involved, instructor
and students alike, share in both the
teaching and the learning. All participants assume responsibility for furthering discussion, although
students may require special preparation and clear guidelines to
participate effectively.
Providing guidance for learning through discussion is one
role of the instructor or facilitator. Students bring to the discussion knowledge they have gained from reading, listening,
experience, and other interactions
outside the class. However, a moderator, or facilitator, who is usually
the designated "teacher," accepts the responsibility of keeping discussions on track, contributing special
knowledge and insights, weaving
together various discussion threads and course components, and
maintaining group harmony.
This approach is entirely consistent with our teaching and
learning philosophies related to adult learning at Syracuse University, where we have introduced courses delivered via computer
conferencing. As we looked for new
ways to meet the needs of part-time graduate students who lived some
distance from campus, delivering courses by computer conferencing appeared promising. The compatibility of our existing teaching styles with the requirements for computer
conference facilitation provided the
foundation on which faculty developed and offered four courses using
PARTICIPATE®
conferencing software in 1992-93. Although our experience is based on teaching
adult graduate students, a similar approach with, perhaps, a little more
direction from the instructor/facilitator
should be successful for undergraduate students who are comfortable in a text-based computer environment.
SOME CHALLENGES OF THE ELECTRONIC
CLASSROOM
Those
involved with facilitating or moderating computer conferences face a number of special
challenges that are usually not present in more traditional settings, where collaborative learning
is often absent. Such challenges
center around encouraging learner participation and maintaining viable discussions
during the "electronic classroom" experiences. Some of the major
challenges we encountered follow.
Using
Text-Based Communication
Most,
if not all, of the conversations among learners and between learners and
facilitators take place without the benefit of face-to-face speech, vocal tones, nonverbal expressions,
and other social-context cues that can support the process. Learners who rely on such interactions
to "read the instructor''
or to identify classmates who are likely to be available for group work, support, or even
friendship will have some adjustments to make. We built in some text-based
mechanisms like special introduction techniques, dyadic partnering, and even some assignments that
facilitated informal discussion among learners, to facilitate a feeling of interactive
communication.
Building
Group Rapport
The lack of face-to-face
interaction also may retard the building of group identity and cohesion. At Syracuse University we were able to bring most learners together, at least for an initial
get acquainted and orientation session. If that is not possible, the
facilitator needs to substitute something
like the dyadic partner assignments mentioned earlier or an early placement of learners into small groups for
informal electronic exchanges. These
dyads and groups can set up their own spaces for meetings in the
"electronic campus."
Nature of the Discussion
In
addition to substituting electronic contact for face-to-face meetings, computer-mediated discussions are asynchronous and
must be extended over longer time periods.
These exchanges can seem disjointed, especially to new participants in such a classroom. Although students enjoy the interaction they can achieve from workplace or
home, some miss the spontaneity and
the wealth of social contact cues in a classroom discussion.
Competence with Technology
Learners will come to the
conferencing classroom with a wide variety of capabilities
and prior experiences with technology. Brochet (1986), Eastmond (1992, in press), Florini (1990), and
Harasim (1989) are among those who describe the necessity for ensuring
that learners obtain a certain level of competency in using computers to be
successful in conferencing. As participants
attempt to learn and use new software features, they will continue to need
support.
Software Variations
Considerable
variation exists in the user friendliness of different computer conferencing
software packages; and this can affect the amount of user support needed, as well as
the ease or level of participant discussion. We evaluated several conferencing software packages
that would run on a VAX platform before
selecting PARTICIPATE®. (It has now been
migrated to a UNIX platform.) We chose this software because it allows instructional designers to simulate a campus
environment and offers a user-friendly way for participants to be
involved in several separate discussions simultaneously.
Managing the Conference
For a
while, learners may find managing participation in a computer conference confusing, even with
the best software choice. Learning where
to send different types of messages can be an issue: Should a particular message go to the instructor, to one other
student, to an informal gathering, to
a topic, or to a branch? If to a branch, which one? (A branch is
a subtopic that the facilitator sets up and invites class members to join for special discussion. A topic may have multiple
branches.) Participants also need to
learn how to store and find previous messages and how to deal with the disjointed nature of some of the
discussion. Conference management is
another aspect of the training students need, beyond the purely technical issues of connecting and
interacting electronically.
Such challenges need to be considered during the entire
instructional design effort. For us, this meant allowing more up-front time
than normal in designing the courses and
developing the study guides. We also considered the various ways we
could promote learner involvement and
discussion, although our prior experiences in teaching adults and encouraging students to accept responsibility for
their own learning facilitated our decision making. Finally, we used
formative and summative evaluation techniques
as each course progressed to guide our efforts.
These are discussed in the next section.
INITIATING THE
CONFERENCE
As the
literature reviewed in Paulsen's chapter (Chapter 4) in this volume shows, the moderator's roles are
numerous and vary as the conference continues over time. Despite the shared responsibility of
all conference members
to participate, it is the moderator who makes the major difference between a successful conference
and an unsuccessful one. That individual nurtures the conference to accomplish objectives and
create a productive experience
for all participants. As Eastmond (1992) states, "A healthy computer conference carries an aura
of excitement. The topics are engaging, comments build upon each other, and everyone
participates" (p. 30).
To achieve this outcome, the moderator
must attend to two types of group
processes which Davie (1989), citing small group literature, identifies as
"group building" and "maintenance." Group building relates to the task the group is undertaking. In a
course, this involves advancing
knowledge and understanding in accordance with the objectives of the facilitator and learners. Maintenance
refers to the functioning of the
group as a group. It requires helping members to communicate effectively and, as we noted in the prior section,
to build a sense of group identity and
cohesiveness. All the group members have roles in the group process, but
the moderator must be a participant-observer and introduce adjustments as
necessary.
To get the initial classroom
experience off to a good start, we found
that special attention needs to be paid to several details or instructional functions.
Training Learners to Use the Software
Once the instructor or
institution has selected the appropriate conferencing software, plans need to be made for training the learners who will
use the system. This may involve making available various training
options. At Syracuse we used all of the
following activities: holding face-to-face tutorials with individual faculty or technical support personnel,
holding large group orientation
sessions on the course and software, developing a manual to supplement already available materials
pertaining to use of the software, and
making available ongoing electronic communication between learners and faculty or support personnel
throughout the course. The amount of
support novice users are likely to need cannot be overestimated.
Establishing the Tone for a Positive Experience
To encourage effective
discussion and learner participation, it is important to build a setting in which learners feel comfortable and
respected. We accomplished this through both electronic discussion and
by providing written materials about the learning environment. We also
promoted positive feelings by establishing
an informal setting, encouraging early and
extensive introductions of learners and facilitators to each other, and creating one or more conference topics about
which conversations outside of course work could take place.
Developing Carefully Prepared Course Study Guides and
Other Learning Materials
Learning
will be enhanced by ensuring that appropriate technical support materials and well-designed
course study guides are available. We tried to create support materials that were user friendly
and provided help or
reminders for using both hardware and software. The study guides provided introductory
information, a summary of the course activities, required and supplemental resource materials,
and full descriptions of various course
components or procedures. For each component,
lesson, or study unit we included introductory information, relevant
resources, learning activity descriptions and requirements, expected computer conferencing activities, and any
necessary supplemental material. We
worked hard to design study units that made the best possible use of the electronic medium we were using.
Planning for Varied Electronic
Communication Opportunities
The facilitator
needs to consider the various means available in this medium for eliciting conversation, thinking,
reflecting, and critiquing. Usually this can be accomplished through the
development of various topics or areas to
which learners and the instructor can post comments, read comments from
others, or extract ideas for later reflection. We designed opportunities for
private conversations among two or more people,
created branches as needed from any topic for specialized interests or follow-up discussion, and created learner
centered topics for informal
conversations, bulletin boards, read-only materials, or even private conversations among students.
Providing a Variety of Learning
Options
Further,
a course needs to use various learning options to stimulate learner participation and interaction.
We used such techniques as small group discussion of individual needs, debates, polling
activities, dyadic learning partnership exchanges, one-on-one message exchanges, and small group cooperation in developing
materials for electronic distribution to other class members or to the instructor. We also
facilitated several individualized learning experiences outside the
conferencing environment, such as reading, writing, reflecting, and the
practical application of learning.
Of particular concern is how to provide ways to help
learners develop what Brookfield (1989)
calls critical or reflective thinking about the issues being studied. Some activities we used to stimulate
reflective thinking (both in the
electronic and face-to-face classrooms) were journal writing,
interactive reading and discussion, and reflective feedback on products
learners submitted. Good weaving (linking various contributions) and questioning can also serve this purpose.
Incorporating Other Electronic
Resources
The
computer-mediated course can also be enhanced by encouraging the use of learning resources
available only to those with computer access. These include the numerous electronic databases
residing in a variety of locations, such as online journals, network discussion groups, library
catalogues, indexes to periodical
literature, and various other databases. Learners need training, support, and
encouragement to access such information
electronically. For example, we provided students with a guide on how to effectively use the Internet system
(Darby, 1992), and some facilitators
included in the study guide a suggested learning activity involving a
comparative search of three online library catalogues.
Using Learning Contracts to Guide
Participant Planning
As in our face-to-face
courses, participants in some of our online courses used learning contracts so
that they could negotiate individualized plans (Hiemstra & Sisco, 1990; Knowles, 1986). Following completion of a
form to assess individual needs,
participants used computer conferencing to discuss and clarify their needs via
small group or dyadic interactions. They
completed the first draft of a contract that matched their needs with available resources using suggestions we had
presented in the study guide and ideas they had for meeting their
individual needs. After submitting a draft
electronically, or by some other means, we provided feedback
electronically on their plans.
Most of the work for assuring a successful conference
initiation occurred in the course planning period. Facilitators were teaching
courses they had previously taught face to
face, thus reducing the amount of new development necessary.
Nevertheless, preparation for the computer conference
was extensive and time-consuming. Facilitators first had to learn to operate
the conferencing system and then to think through how their material and activities could be adapted to
fit the new learning environment.
Taking adequate time for planning and organizing the first events makes
it likely that the course will begin with positive experiences for both
facilitators and learners.
MAINTAINING THE CONFERENCE
The
conference will vary in the amount of activity and enthusiasm as it continues. All along the way, the
facilitator must find the means to guide
and maintain involvement in productive discussion (Davie, 1989; Feenberg, 1986,
1989; Morgan, 1991). In a credit course, instructors can require students to sign on a certain number of
times and make contributions on a regular basis. We indicated in our
syllabi that each week we expected students
to sign on at least twice and make three contributions to the discussions. Such
requirements help assure that participants will keep up with the course
and engage in active discussion.
In
designing the course to achieve maximum participation, we found it useful to divide the material into topics
suitable for discussion periods of about two weeks each. We assigned readings
and other activities (interviews, observations, visits) for each topic and
discussed them during the conference. (This is in contrast to Feenberg's item
11, cited in Paulsen's chapter [Chapter 4],
which advises a self-contained conversation in which the facilitator
summarizes readings to be discussed. In Syracuse University courses, offline work was an important spark for conversation.)
If participants are signing on and
entering comments as directed in the syllabus,
two weeks generally provides enough time for a good discussion of the topic,
although more complex issues may last three weeks.
Typically, the moderator opens the discussion
with comments that provide background and issues to be explored. This opening
statement concludes with a question
designed to stimulate conversation. The introduction,
and indeed any single contribution by anyone, should be limited to no more than two screens. Long
discourses are hard to read on screen,
become tedious, and impede discussion. If the instructor wants to
"lecture," it is better to send the lecture separately as a reading, either
electronically to be downloaded, or by mail. Then it can serve as a basis for
class interchange.
As discussion on a topic progresses, the moderator follows
and observes, intervening as desirable in
order to maintain an interesting and productive conversation. Sometimes
participants will build on each others' comments
so well that the moderator serves best by staying silent. Then, in order
to fully explore a topic, the moderator may want to probe for a further
elaboration of ideas or ask what would happen if one looked at the matter from
another perspective. Many times the moderator will connect ideas that have
been shared and weave together various strands
that have developed in the discussion. If the topic has several components,
the moderator can provide transitions from one to another. At the conclusion of
a topic, and sometimes in the middle if it has been very active, a moderator
needs to summarize the discussion and reflect on what has occurred.
Sometimes all does not go well.
Participants may breach etiquette and
respond with harsh or vulgar language. This did not happen in the Syracuse
University experience, probably because many students knew each other from other courses and because the culture of the program emphasized being supportive and nurturing. Our
course syllabi did include a short paragraph on 'Tone" which
discussed the need for a friendly tone and
contained a warning against derogatory comments. Sometimes people may
come across as flip or sarcastic without realizing it. If problems do occur,
the moderator needs to react and remind people about computer etiquette. This is useful because, sometimes, a simple reminder to reread that section is sufficient. When
tempers flare, it is helpful to have a preexisting behavior standard to which
to refer. If breeches continue to
occur, it could be useful to have a discussion involving all the participants about maintaining
decorum. Or, a more direct, private conversation with any offending
participants may be required.
Some students will be hesitant to contribute because they are fearful about saying something wrong or silly, or because they feel their ideas have already been stated. If someone has not participated, a personal exchange with that individual can be helpful. The cause can turn out to be a technical problem interfering with the process. Otherwise, giving assurance can help, and, when the participant does send a message, the moderator can gently offer recognition of the input. Mentioning what people say encourages the hesitant. A student emphasized this point when, in evaluating a special computer discussion between two classes whose members did not know each other, she wrote, "A ... concern I had was that my responses might be less than adequate and read by all. Instead, the person who summarized our responses made me feel I had indeed made a contribution" (Rohfeld, Eastmond, Gunawardena, & Davidson, 1991, p. 156).
Most of all, the moderator is modeling effective teaching
and learning through discussion (Morgan, 1991). In essence; the facilitator's contributions
should reveal enthusiasm for the medium, the communication process, and the
course content. In running a conference in the manner discussed here, the facilitator is exhibiting confidence that participants
will indeed contribute to each other's learning. The interaction of the facilitator—through questions, expressed reflection, and silence— enables everyone
to succeed.
REENERGIZING DURING PERIODS OF
INACTIVITY
It is
normal for conferences to go through periods of relative inactivity or low energy. There will be times
when students are finishing up their learning activities or are less likely to participate in
discussion because of a
holiday or some personal situation. We have developed various techniques for reenergizing the
discussion when it seems at a low ebb.
Polling or Brainstorming Activity
The PARTICIPATE® software
has a polling feature that allows the facilitator
to design certain stimulator questions to which learners then respond
with discrete statements. We also have posed open-ended questions about some course issue or topic and asked
participants to brainstorm possible answers or solutions. The brainstorming rules require simple, nonevaluated responses
that can be entered quickly. This sets the
stage for more involved evaluative discussion later.
Using Debates
We have also used a debate
technique in which we ask one small group to
take one view on a course issue and a second group another. They then
use the conference as a means for debating the issue. The facilitator's role becomes one of posing the issue, doing
occasional weaving, and providing some
sort of summary remarks at the conclusion of the debate period.
Same Time Discussion
The
asynchronous nature of most conferencing discussions has both advantages and disadvantages. On
occasion, we have established a certain time period, usually one to two hours, during which all
participants agree to be active in the conferencing environment at the same
time. Although such conversations are not totally synchronous, they almost seem
so, and often
generate considerable discussion and spark new interest.
Inviting a Guest Lecturer or
Discussant
Introducing a new voice also
renews interest in the conference. We frequently
will have one or more guest lecturers connect into the conferencing
system at scheduled times during the course. During a 1- or 2-week period they
can present some initial ideas, interact with learners as they post their
responses, and then provide summary remarks at one or more points in the
discussion.
Arranging for Student-Moderated
Discussions
We invite interested learners to moderate aspects of the course discussion. Volunteers then take on the role of initiating discussion, interacting with participants, and providing weaving or summary remarks. Obviously, this could be made a requirement of the course if appropriate. In either case, a facilitator should provide appropriate training, support, and intervention if needed.
Doing Adequate Weaving
With many people contributing
ideas over a period of time, participants may
have difficulty connecting parts of the discussion to each other. Weaving can help them keep track of the
conversation and stimulate continued
thought. The facilitator finds unifying threads, calls attention to opposing directions, summarizes, and prompts
people to pursue the topic further
(Feenberg, 1989).
Personal Journal Writing
As mentioned earlier, we
encourage learners to carry out critical reflection and thinking throughout the course (Brookfield, 1989). Gunawardena (1992) refers to this as creating a
"questing learner" who independently
searches for solutions to real-world problems. Space is provided within the conferencing environment for
each learner to write personal reflections or reactions to readings,
discussions, or other learning experiences. Some learners use such personal
journal information as bases for final course products.
Using a mix of these activities and
styles can change the pace of discussion and provide alternative modes of participation. This variety
also brings out different aspects of the topic by drawing on experience and reflection, action and
theory. Such facilitation has the best chance of maintaining interest and involvement throughout
the course.
IMPACT OF
CONFERENCING EXPERIENCES
Although still in the
beginning stages as a distance education medium, computer-mediated conferencing
provides opportunities for individualizing instruction, offering education to
learners in various locations, and providing
learning opportunities to people who otherwise would have difficulty
participating in educational programs. It provides an important resource to distance education by allowing
extensive interaction among students and between students and faculty
while removing travel and scheduling
difficulties.
We obtained valuable feedback
regarding the impact of the conferencing
from a variety of evaluation procedures that we used throughout the courses. We
had a mid-course, face-to-face session that included a discussion about the pros and cons of the computer
conference and possible changes to
be made in the course. Facilitators frequently asked for reactions, and one
conference branch dealt with overarching issues about the course. At the
conclusion of each course, we had a summary evaluation discussion. We also
provided one or more questionnaires to be returned to the technical coordinator either electronically or by regular mail.
Our students generally found the
computer-mediated courses to be good learning experiences. Although many had
initial difficulties in connecting to the
mainframe, everyone soon learned to perform the necessary operations to succeed in the course. Most reported that they learned
only the techniques they actually had to use. If they did not have to upload
and download, for instance, they did not try to learn those features. Some students who had been tempted to drop
out early in the semester felt a great deal of satisfaction in having
mastered the skills for computer-mediated
conferencing.
Although many students missed seeing the people with whom they were studying and experiencing the nonverbal communication and spontaneous interaction of a face-to-face classroom, they recognized some of the benefits offered by computer interaction. Some people felt their comments were more thoughtful because they could not just blurt out whatever came to mind. Our course guide did encourage people to write directly into the conference using only the editing features of the software and not to prewrite offline first. The manual indicated that mistakes in composition, spelling, and grammar would be overlooked in the conference (but not in submitted written assignments). We felt this procedure would encourage more timely and less self-conscious responses. However, the very process of writing comments required participants to reflect, and those given to speaking out hastily in class recognized the benefits of having to think before speaking. At the same time, it gave a stronger voice to the reflective student who found face-to-face communication too fast and who now had time to compose a thoughtful contribution.
Students in computer-mediated courses
have a high level of control over their
learning (Beaudoin, 1991; Eastmond, 1992; Harasim, 1990). First, they decide when and for how long they will
"go to class" each week. Then, because they share
responsibility for the direction and quality of
any group discussion, they can introduce ideas or emphasize the issues that interest them. If they want to confer
privately with the instructor, they
can interact directly without having to play "telephone tag" or catch
the person after class. It may
increase the "interaction" load for some instructors, but both
students and instructors can deal with issues at their convenience and still have timely communication. Thus, the electronic
classroom encourages students to take responsibility for their learning, both
by the philosophy underlying computer discussion and by the tools it provides.
Because helping learners take increasing control over personal learning is a goal for most educational endeavors,
computer-mediated conferencing can be
supportive of such fundamental educational values.
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______________________
1Gunawardena was part of a large
group of distance education scholars who participated
in the Bangkok project. This project was a worldwide, distributed, electronic symposium that focused on issues of
importance to distance educators. The project consisted of six
discussion groups under the overall leadership of Terry Anderson, Network Coordinator, Department of Educational Psychology, University of Calgary,
Calgary, Canada (ANDERSON@ACS.UCAL-GARY.CA). It ran from October 12, 1992, through December 1, 1992, and
coincided with the
Sixteenth World Conference of the International Association for Distance Education held in Bangkok,
Thailand, November 8-13. The project was the
first electronic conversation designed for distribution across all the world's major electronic forums and networks which
distance educators frequent. A total
of 288 discussion items were posted during the project.