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Michael Hanley's elearning blog covering workplace learning and training, technology in education, e-learning tools and technologies, learning 2.0 (including blogs and podcasts), and continuous professional development.
In a previous blog entry, I mentioned the importance of data triangulation, particularly if you use a case study approach when evaluating an e-learning initiative. Another strategy I recommend is to collect data over a number of phases, using a number of techniques.
Case studies involve in-depth, descriptive data collection and analysis of a case, or a number of related instances of the same type within the case. In particular, the case study design is useful when answering “how” and “why” questions, and in understanding the particulars, and diversity of the case (Yin, 1994). As Yin asserted in his 1993 paper Applications of Case Study Research
the case study is the method of choice when the phenomenon under study is not readily distinguishable from its context.
The case study design (see Table 1) suited the conditions of this research project very well as it allowed naturalistic methods of enquiry such as individual interviews to be carried out, side-by-side with quantitative data gathering from surveys and archival records.
Table 1 Features of a case study (Russ-Eft & Preskill, 2001, pp.173-174)
| Advantages | Disadvantages |
| Provides descriptive data | Results may not lead to scientific generalizability |
| Does not require control of participants or setting | Researcher bias may interfere with validity of the findings |
| Reports include verbatim quotes | May take too long to conduct |
| Leads to a greater understanding of the context of the evaluand | May produce more data than can be analysed in an effective manner |
| Gather data using multiple methods | |
| Provides data that are rich in examples | |
| Captures what is important to the participants | |
| Portrays the multiplicity of causes that are associated with various outcomes | |
| Embraces diversity of perspectives and experiences of participants | |
| Allows the researcher to collect information on outcomes not known prior to the learning and performance initiative | |
Robson, C. (2002) Real World Research. 2nd ed.
Russ-Eft, D. & Preskill H. (2001) Evaluation in Organizations: A Systematic Approach to Enhancing Learning, Performance and Change.
Yin, R. K. (1993). Applications of Case Study Research.
Yin, R. K. (1994). Discovering the future of the case study method in evaluation research. Evaluation Practice [Internet] 15. Available from: http://aje.sagepub.com/cgi/reprint/15/3/283 [Accessed 15th January 2008 subscription required]
In the context of evaluating e-learning programs, the logic model is useful for identifying elements of the programme that are most likely to yield useful evaluation data, and to identify an appropriate sequence for collecting data and measuring learning. In this way, the programme logic model can help you develop a research design, and provide guidance to relevant and appropriate data collection strategies within your case study. Figure 1 illustrates how I apply the Program Logic Model in my case studies.
Figure 1 Programme Logic Model applied to the Information Session non-formal learning initiative
Michael's Top 10 Tools (in no particular order. Well, alphabetical.)
Audacity - I recommend this open source tools to subject matter experts who wish to create podcasts and / or software demos when using a Rapid E-Learning approach. It's easy to install and use and enables SMEs and training professionals to create high quality audio quickly and efficiently.
Adobe Acrobat Connect Enterprise - I could have picked any from the range of Adobe Flash-based content development tools, but I chose this application because of it's multifunctionality, and because it manifests what Flash, Presenter, Dreamweaver etc can do. Enables collaboration, content storage, management, distribution, and (a certain degree of) tracking. A powerful platform to enable learning professionals and organisations to distribute informational and training content effectively.
Adobe Captivate - A SERIOUS authoring tool for demos, simulations, evaluation, and scenarios-based learning
Blogs - The platform doesn't matter, but the concept of providing a means to create, share, and deliver content is the basis for a new way of learning.
Del.icio.us - Personal bookmarking at its best. If, like me you work on a number of machines in a number of locations, it is useful to access stored links and documents from a browser regardless of where you happen to be, once you have an internet connection.
MindJet Mind Manager Pro - I built the framework for my Master's thesis in Mind Manager. A powerful intermediary in developing ideas, concepts, and course design.
Moodle - Already an institution in institutions! Martin Dougimas's erstwhile thesis project continues to meet the learning management requirements of a range of organisations. I just love the idea of framing Social Constructivism in such an useful environment.
PageRank - A technology that has its critics, but provides us with the ability to carry out a search in Google, MSN, Yahoo! etc safe in the knowledge that the returned results are not just an undifferentiated list of keyword hits, thus enhancing the relevance of the search.
Sony Vegas Video - Easier to use than Premiere, more powerful than MovieMaker; Vegas is my post-production "weapon of choice" for 90% of the video elements that appears in courseware developed in my organisation. Whether you're just "topping and tailing" a piece of video or creating the elements for a sophisticated soft skills course, Vegas is a must.
TextPad - I would have chosen pen and paper, but decided to keep this list digital; TextPad is an advanced text editor that enables users to create and edit text documents, XML, JavaScript and other interpreted content without the extraneous "bloat" of word-processing applications. I find it useful to develop content in this stripped-down environment before transferring to Word, PowerPoint, Blogger or some other application for final enhancement and publishing (this list was created in TextPad, for example).
According to Wright & Ross (2001), the Program Logic Model
offers a conceptual and practical framework for this exacting work. At its core it is a simplified picture of a programme, initiative or project. In much the same way that a software developer would employ a use case, the logic model shows the relationships among the resources that are invested, the intervention or the activities that take place, and the outcomes that result from the project. Essentially, it is a tool to guide critical thinking.
Figure 1 The Program Logic Model
This model great utility to the e-learning practitioner, specifically in orienting the research and ensuring their learning evaluation methodology aligns to the investigation being undertaken. As Cooksy, Gill and Kelly discuss in their article The Program Logic Model as an Integrative Framework for a Multimethod Evaluation, “program theory guides an evaluation by identifying key program elements and articulating how these elements are expected to relate to each other” (p.109).
As illustrated in Figure 1 above, there are five components to the Program Logic Model: each component has a range of characteristics associated with it. These are described by Paul McCawley (1997):
Cooksy, L. J. Gill, P. & Kelly. P. A. (2001) The Program Logic Model as an Integrative Framework for a Multimethod Evaluation. Evaluation and Program Planning [Internet] 24(2). Available from: http://www.hsrd.houston.med.va.gov/AdamKelly/Logic.html [Accessed 21st October, 2006]
McCawley, P. F. (1997) The Logic Model for Program Planning and Evaluation.
As discussed in a previous post, to assist in understanding the “parallel criteria” (1989, p.233) relationship between these test of rigour and the scientific terms for validity, Guba and Lincoln provide the following table (1981, p.104):
Table 1 Relationship between parallel criteria
| Aspect | Scientific Term | Naturalistic Term |
| Truth Value | Internal Validity | Credibility |
| Applicability | External Validity | Fittingness/transferability |
| Consistency | Reliability | Dependability/auditability |
| Neutrality | Objectivity | Confirmability |
When considering appropriate research designs to evaluate the effectiveness of learning initiatives, it's important to consider the types of data that you have access to, particularly in the context of the issues evaluating a non-formal learning initiative at Kirkpatrick’s Levels 3 and 4 (Shelton. & Alliger, 1993, pp.43-46, Horton, 2006, p.109), I feel it is essential to ensure validity of the naturalistic information by capturing a range of supporting quantitative data.
To assist evaluators understand and provide a context for the analysis of the information collected in the final, qualitative phase of the study, Russ-Eft and Preskill (2001, pp.155-156) describe a number of useful techniques for establishing the validity of quantitative and qualitative data, among them accuracy checking in data recording and encoding, persistent participant observation and member checking.
As the resultant evaluation will use a mix of qualitative and quantitative methods as well as data collected from multiple sources, use I recommend that you use data triangulation used as a strategy to enhance the rigour and validity of you evaluation.
The term triangulation originated in cartography where two or more reference points are used to locate an exact position.
Knowing a single landmark only locates you somewhere along a line in a direction from the landmark, whereas with two landmarks you can take bearings in two directions and locate yourself at their intersection.
(Patton, 1990, p.187).
Denzin (1988) has identified four types of triangulation – data triangulation, methodological triangulation, investigator triangulation, and theory triangulation; the I use these three triangulation techniques were used to evaluate the effectiveness of non-formal learning initiatives:
Table 2 Denzin's (1988) Definition of triangulation methods
| Triangulation method | Definition |
| Data triangulation | Collecting data from a variety of sources. For example, in evaluating the transfer of learning from a three-hour workshop, the evaluator collects information from the learners, their managers, and their peers. In this case, three different sources have been queried. |
| Methodological triangulation | Using more than one method to collect data. For example, we may interview 20 per cent of a department’s employees and survey the remaining 80 per cent. By using two methods, the weaknesses of one may be compensated fro by the other. |
| Theory triangulation | Using different theoretical perspectives to interpret the same data. By applying different theories to make sense of the data, it is possible to see how different assumptions and beliefs influence one’s interpretations. By making these explicit, stakeholders can see how their assumptions might influence various actions taken because of the findings. |
Denzin, N. K. (1988) The Research Act: A Theoretical Introduction to Sociological Methods. 3rd Ed.
Guba, E.G. &
Horton, W. (2006) So how is elearning different? IN: Kirkpatrick, P. & Kirkpatrick, J. Evaluating Training Programs. 3rd ed.
Patton, M. Q. (1990) Qualitative Evaluation and Research Methods. 2nd Ed.
Russ-Eft, D. & Preskill H. (2001) Evaluation in Organizations: A Systematic Approach to Enhancing Learning, Performance and Change.
Approaches%20for%20Assessing%20Outcomes%20ROI.doc [Accessed 24th March 2007]
Without rigour, research is worthless, becomes fiction, and loses its utility. Hence, a great deal of attention is applied to reliability and validity in all research methods.
(Morse et al, 2002, p.1)
Morse and his colleagues develop their position by asserting that the challenges to rigour in qualitative inquiry paralleled the growth of statistical packages and the development of computing systems in quantitative research: without “the certainty of hard numbers and p values, qualitative inquiry expressed a crisis of confidence” (Morse et al, 2002, p.2).
A number of leading qualitative researchers (Leininger, 1994, Altheide & Johnson, 1998) argued that the two approaches are not compatible and that they should not be combined, due to the fundamental differences between the two methods in the context of the nature of knowledge, the relationship between researcher and the object of the research, and the means of generating data.
My personal view aligns with the criteria suggested by Guba & Lincoln (1981) and Yin (1994) to determine reliability, and validity, and thus ensuring rigour, in qualitative research. Reliability and validity relate to the degree of confidence we have that the data are representing the participants’ reality or “truth” (Russ-Eft & Preskill, 2001, p.153). How can we define the truth (or even the accuracy) of participants’ responses in the subjective domain of qualitative research? Guba and Lincoln (1981) propose that researchers use so-called “tests of rigour” to establish validity through the naturalistic concept of “trustworthiness,” containing four aspects: credibility, transferability, dependability, and confirmability, that align to parallel scientific terms associated with the quantitative method.
Table 1 Definition of naturalistic terms (Russ-Eft & Preskill, 2001, pp153-155)
| Naturalistic Term | Definition |
| Credibility | The scientific paradigm asserts that there is one reality and that information is valid when all relevant variables can be controlled; a naturalistic paradigm assumes that multiple realities exist in the minds of individuals. Hence when using qualitative methods, the research seeks to establish the credibility of individuals’ responses. The study must be believable by providing a detailed depiction of the multiple perspectives that exist can enhance the data’s credibility. For example, learner satisfaction surveys, along with interviews with training managers and instructors would provide a more holistic picture of the learning experience. |
| Fittingness/transferability | How transferable the findings are to another setting is called generalisability in the empirical context. The goal of qualitative methods is to provide richly detailed description to help the reader relate certain findings to their own experience. We often think of these as “lessons learned.” For example, as a stakeholder reads an evaluation report, they realise that something very similar has occurred in their organisation and sees where the findings can be used. Although the entire set of findings may not be applicable in their context, some issues identified may have applicability in other contexts. |
| Dependability/auditability | In the scientific paradigm, the notion of consistency is called reliability where a study’s consistency, predictability or stability is measured. Since reliability is necessary for validity, it is critical that data of any kind be reliable. Instead of considering data unreliable if it is inconsistent, evaluators using qualitative methods look for reasons that cause the data to appear unstable (inconsistent). For example, an interviewee may give an opinion one day, and when asked again the following week might say something slightly different. What would be important to understand and capture are the reasons for this change in perception. Such inconsistencies may stem from respondent error, an increase in available information, or changes in the situation. An audit trail that includes collecting documents and interview notes and a daily journal of how things are proceeding can help to uncover some of the reasons for such inconsistencies. |
| Confirmability | Objectivity is often viewed as the goal of most evaluation and research studies. Evaluators and researchers who use qualitative methods don’t necessarily believe that true objectivity can ever be fully achieved, rather that it is impossible to completely separate the evaluator from the method. Instead of trying to ensure that the data are free from the evaluator’s biases, the goal is to determine the extent to which the data provide confirming evidence. “This means that data (constructions, assertions, facts and so on) can be tracked to their sources, and that the logic used to assemble the interpretations into structurally coherent and corroborating wholes is both explicit and implicit” (Guba & Lincoln, 1989, p.243). Establishing confirmability, like consistency, often takes the form of auditing. |
Altheide, D., & Johnson, J. M. C. (1998). Criteria for assessing interpretive validity in qualitative research. IN: Denzin N. K. & Lincoln Y. S. (Eds.), Collecting and interpreting qualitative materials.
Guba, E.G. &
Leininger, M. (1994). Evaluation criteria and critique of qualitative research studies. In J. M. Morse (Ed.), Critical Issues in Qualitative Research Methods.
Morse, J. M., Barrett, M., Mayan, M., Olson, K., & Spiers, J. (2002). Verification strategies for establishing reliability and validity in qualitative research. [Internet] International Journal of Qualitative Methods 1 (2), Article 2. Available from: http://www.ualberta.ca/~ijqm/ [Accessed 14th March 2008]
Russ-Eft, D. & Preskill H. (2001) Evaluation in Organizations: A Systematic Approach to Enhancing Learning, Performance and Change.
Yin, R. K. (1994). Discovering the future of the case study method in evaluation research. Evaluation Practice [Internet] 15. Available from: http://aje.sagepub.com/cgi/reprint/15/3/283 [Accessed 15th January 2007]
I consider a case study methodology to be the most effective strategy to use when evaluating non-formal learning because this approach provides the means to develop a rich description of the
This assists in providing a context, and helps define the NFL initiative's value to the learners and to the organisation. An added benefit of the case study approach is that it enables the learning practitioner to employ a number of different data collection methodologies: participant observation, archive data collection, surveys, and interviews to answer the questions outlined in Table 1. The main purpose of using a number of data collection methodologies was to capture a range of quantitative and qualitative data, and to establish a means of triangulating that data to enhance validity and “trustworthiness” (Russ-Eft & Preskill, 2001, p.153).
Table 1 Questions the case study approach attempts to answer
| Quantitative Data | Qualitative Data |
| Who attends live “in situ” the learning event? (dept., role, skill level, location) | Description and chronology of a the learning event |
| Who views synchronous live stream of the learning event? (dept., role, skill level, location) | Transfer of new knowledge to the job (Kirkpatrick - Level 3) |
| Who views asynchronous on-demand version of the learning event? (dept., role, skill level, location) | Does the pedagogical approach used in |
| Who requests asynchronous DVD version of the learning event? (dept., role, skill level, location) | |
| Participants satisfaction with | What is the Business Impact of the |
| What do attendees know that they didn’t know before? (Kirkpatrick - Level 2) | |
Russ-Eft, D. & Preskill H. (2001) Evaluation in Organizations: A Systematic Approach to Enhancing Learning, Performance and Change.
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This month's Learning Circuits Blog Big Question is:one who works primarily with information or one who develops and uses knowledge in the workplace. It is performed by subject-matter specialists in all areas of an organisation;their tools are the knowledge assets they use in an organisation. It is “generally accepted” (Drucker, 2006, p.165) that the knowledge workers’ expertise in their role is the starting point for enhancing productivity, quality of work, and performance. If knowledge workers are to continue contributing to an organisation, their knowledge must remain up-to-date.(1973, p.839)
Drucker, P. F. (1973) Management: Tasks, Responsibilities, Practices.
Drucker, P. F. (2006) Classic Drucker.
Modern Irish is very different from the other languages discussed ... in that it is not a language which suffers from poor support: questions on the Irish census about Irish language universally show a strong positive reaction to the revival movement. Nor does the language lack official status; it is, according to the constitution of the Republic of Ireland, the “first language” of the country. There is also widespread political and economic support for the revival effort. The numbers of its speakers is not as low as the number of speakers of many languages; the official estimate of native Irish speakers hovers around the 80,000 mark. It also cannot be said of Irish that there has been a lack of a revival effort. The Irish language revival movement dates back to the beginning of the home-rule movement in the middle of the last century. Finally, it is not a language that is lacking in linguistic description or dictionaries. It is, however, a language which is perhaps at the most critical stage in its history and may very well not survive more than another generation or two.(Modern Irish: A Case Study in Language Revival Failure, p.1)
Perhaps the highest blame that can be assigned for the failure of the language and its revival can be firmly placed with the language revivalists themselves. Despite obvious good intentions, some remarkably bad policy decisions have been made. Probably the biggest problem for the revival movement has been in putting the burden on the educational system, rather than in promoting the usefulness of the language in everyday life. Children were expected to learn Irish in school, and this was supposed to revive the language. Not only did this create widespread resentment towards the language, it is a remarkably naïve view of language learning, as first noted by Slomanson (1994). It equates language learning to the learning of math or geography or history. As linguists, we know that this is simply not the case. Language is not a “subject” that can be taught formally in an hour a day. Rather, language learning is a subconscious cognitive system that requires maturation and constant and consistent input. We as linguists know, but the revivalists in Ireland did not, that language is acquired, rather than learned. This naïveté with respect to what constitutes how we acquire language was compounded over and over again by the systematically poor pedagogical methods and materials that were used to “teach” the language. Lessons in Irish consisted, until quite recently, of translation exercises and reading of texts. Little or no work was put into conversation language practice and use. It is no wonder, then, that the emphasis on schooling in the language was an abject failure.(p.17)

[Click on image to view full-size]Typically, I consult for small- to mid-sized enterprises in Ireland. The type of learning interventions being discussed here are what I call '
Table 1
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Horton, W. (2006) So how is elearning different? IN: Kirkpatrick, P. & Kirkpatrick, J. Evaluating Training Programs. 3rd ed.
Robson, C. (2002) Real World Research. 2nd ed.
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