E–Learning Volume 6 Number 2 2009 www.wwwords.co.uk/ELEA Student Perceptions and Cognitive Load: what can they tell us about e-learning Web 2.0 course design? JUDY LAMBERT University of Toledo, USA SLAVA KALYUGA University of New South Wales, Sydney, Australia LISA A. CAPAN Bowling Green State University, Firelands, USA ABSTRACT The described study investigated the effectiveness of an e-learning Web 2.0 course redesigned from the perspective of cognitive load theory. The analyzed variables were course wiki design features, levels of instructor support, levels of cognitive load and engagement, and values students placed on particular pedagogical approaches used during instruction. Descriptive statistics were used to examine potential relationships between students’ prior experience in distance learning and using technology, anxiety, and engagement. Results suggest that prior experience in distance education and technology is associated with lower anxiety and higher engagement. Web 2.0 technologies may not impose excessive levels of mental load when intrinsic and extraneous cognitive loads are reduced sufficiently by providing an organized and clear course design and selecting engaging materials and activities suitable for different levels of learner expertise. While experienced learners tend to be more engaged in cognitively challenging activities that require higher level cognitive processes, novices usually need more scaffolds. Instructional designers of e-learning environments experience unique challenges unlike those typically encountered in traditional classrooms (Morrison & Anglin, 2005). E-learning is a broad term used to describe different forms of learning with a computer. Distance education, as used in this article, is a form of e-learning that occurs at a computer connected to the Internet where students and teachers are separated by location and students learn at different times (Simonson et al, 2006). According to Morrison & Anglin (2005), e-learning instructional design occurs usually months before student learning takes place, and this separation of design and learning places a tremendous responsibility on students to develop understanding of course content independently from instructor support. It also places more responsibility on the instructor to ensure adequate support is provided for students in a variety of ways. Equally important, students learn about delivery technologies at the same time they are learning about content. This may place excessive demands on learners, particularly those who are inexperienced in using technology (Clarke et al, 2005). Educational technology distance education courses could be even more complex for designers because in these courses, students must learn to manage simultaneously the delivery environment, course content, and educational technologies. Other challenges that must be considered during e-learning designs are taking into account student characteristics such as levels of prior domain knowledge and distance education experience, as well as context of learning tasks. These factors may significantly influence students’ interactions and success in e-learning environments (Dillon & Jobst, 2005). Finally, other factors such as learning strategies, 150 http://dx.doi.org/10.2304/elea.2009.6.2.150 Student Perceptions and Cognitive Load communication, interaction, engagement, and assessment means are also related to the effectiveness of distance learning using e-learning environments (Simonson et al, 2006; Richardson & Newby, 2006). While simple e-learning environments may be easy to design, these designs may lack important properties that are essential for successful learning, such as flexibility and learner engagement (Herrington et al, 2006). Such limitations are typical in proprietary learning management systems where traditional pedagogical strategies are simply integrated into web-based delivery of courses. In contrast, complex and newer pedagogical approaches, such as e-learning 2.0, can be time-consuming to develop but have potential to provide students with more engaging learning experiences. The term e-learning 2.0 has been used to describe the use of Web 2.0 applications such as blogs, wikis, podcasts and virtual worlds such as Second Life in distance learning environments (Downes, 2005). These applications can add richness to content, collaborative opportunities, and new possibilities for communication in courses. However, the same features could also impose excessive levels of cognitive demands on some learners. In fact, e-learning environments can actually inhibit learning if the instructional design fails to account for and manage increased cognitive demands. To be effective, e-learning designs must balance a stimulating, interactive environment with manageable levels of learner mental effort. In distance learning, it is more difficult to achieve because once course materials and tasks have been delivered to students, designers have a very limited control over student perceptions and learning processes. There is often a gap between what designers expect will happen in a course, how course materials are used, effectiveness of materials, and actual student opinions (Martens et al, 2007). Therefore, it is important for the designers not only to understand the sources of increased cognitive demands imposed on students in e-learning courses, but also to gauge student perceptions of tasks in e-learning environments to ensure effectiveness from both student and instructor perspectives. Cognitive load theory (CLT) offers a general framework and empirically-based instructional guidelines to control the conditions of learning within an e-learning environment (Sweller, 1999; Clark et al, 2006; Clark & Mayer, 2007; Van Merriënboer & Sweller, 2005). This article applies principles of CLT to the redesign of an e-learning 2.0 course using wiki technology. The educational technology course ‘Using the Internet in the Classroom’ was originally offered in a propriety learning management system that offered limited student choices and interactivity. The effectiveness of the modified course was evaluated by examining students’ perceptions of cognitive load, course delivery means, content, and activities. A review of major assumptions and principles of CLT relevant to e-learning is presented first. Cognitive Load Theory The first assumption of CLT is that working memory (WM), where information is actively processed, is very limited in its capacity and duration. It is assumed that only about seven or fewer chunks of novel information can be processed at one time (Baddeley, 1986). Because of this information processing ‘bottleneck’, WM could be easily overwhelmed. The amount of cognitive processing or mental activity in WM required when performing a learning task is considered a learner’s cognitive load (Paas, Renkl et al, 2003). Another essential component of our cognitive architecture, long-term memory (LTM), represents our knowledge base, which includes massive amount of organized knowledge structures (schemas) without known limitations in capacity and duration. These schematic knowledge structures allow us to categorize information patterns and get around the above WM ‘bottleneck’ by encapsulating many elements of information into a single unit that could be treated as one chunk of information in WM. When learners have no existing organized knowledge structures (schemas) in LTM to categorize novel elements of information, connect them with prior knowledge, and organize them into such chunks, this information could be difficult to process. In this case, the new information must be randomly organized within a limited capacity of WM, resulting in much of the information being lost (Van Merriënboer & Sweller, 2005). CLT distinguishes between three types of cognitive load. Intrinsic cognitive load (task-related load) refers to the complexity of the material to be processed in WM simultaneously by the learner 151 Judy Lambert et al (Renkl & Atkinson, 2003). Intrinsic load is determined by the number of interacting elements of information in the material (level of element interactivity) and the level of learner expertise. Difficult learning tasks with high levels of interactivity for novice learners could be easy and low in element interactivity for more experienced learners. Therefore, it is critical to know levels of learner expertise for evaluating intrinsic cognitive load (Kalyuga et al, 2003). Intrinsic load could be reduced by using simpler tasks or omitting some of the interacting elements. In many e-learning environments, levels of intrinsic cognitive load could be too high for novices, causing low retention rates among distance learners. Extraneous or ineffective cognitive load results from the manner in which information is presented and by learning activities required of learners. Extraneous load does not contribute directly to learning and in fact, interferes with learning. For example, requiring a learner to mentally integrate related sources of information that are located on different pages (e.g. a diagram and associated explanatory notes, or task statements, student solutions, and a system’s feedback) involves unnecessary search-and-match activities that are not directly relevant to learning. Similarly, when a learner must scroll up and down on a single page to integrate related information extraneous load can result. The level of extraneous cognitive load is of particular importance when intrinsic cognitive load is already high (Paas, Renkl et al, 2003). When learning material has many interacting elements that require learners to expend WM resources on comprehending the material, any unnecessary extraneous load could cause a cognitive overload and inhibit learning. Germane or effective cognitive load is induced by learners’ additional efforts to process and comprehend the material (Brüken et al, 2003). For example, asking students to self-explain the provided task solutions or imagine running the described procedures on their own may impose an additional cognitive load; however, it could be relevant to learning. Germane load enhances learning and results in mental resources being devoted to schema construction (Paas, Renkl et al, 2003). When intrinsic cognitive load is relatively low and extraneous load is minimized, sufficient mental resources can be expended on higher-level cognitive processes. In these situations, learners should be directed toward activities that require them to use their imagination, apply their knowledge to explain the solution steps, or elaborate on the material. As expertise develops, instructors should offer less guidance and provide students with more choices in learning activities to increase germane load. If load is properly managed, learners can invest more time in developing schemas associated with the new material. A well-organized schema consists of interrelated concepts in LTM. Learning new information is dependent in large part on how we organize or build our schemas (Rumelhart, 1977). Effective and efficient retrieval of this information depends on how successfully we link individual concepts into meaningful schemas (Bransford et al, 2000). The construction of a new schema requires WM resources to consciously process all related information that could be integrated into that schema. Because existing schemas can be treated as single elements in WM, they increase the amount of information that can be held in WM at the same time (Rumelhart, 1977). If learners have to expend WM resources on activities unrelated to developing new schemas, learning may be inhibited. Therefore, the proper allocation of available cognitive resources is imperative for learning to take place (Kalyuga et al, 2003). A highly organized set of schemas is a key characteristic of human expertise in any domain, allowing experts to categorize multiple elements of information into higher-level units and recognize patterns as familiar schemas (Van Merriënboer & Sweller, 2005). Acquired and stored in LTM, schemas that can be drawn upon in a specific task situation allow experts to overcome the limited capacity of working memory. More experienced learners can activate their existing schemas in a learning situation to organize, guide, and construct mental representations of a task. If instruction is designed to provide required guidance for novice learners who possess no prior knowledge or existing schemas, learners with higher levels of expertise in the domain may find the instruction redundant, unnecessary, and even conflicting with their existing schemas. Having to cross-reference and integrate the redundant materials with available knowledge structures may impose additional cognitive load that could inhibit learning, thus demonstrating an expertise reversal effect (Kalyuga et al, 2003; Kalyuga, 2007a). For more experienced learners, it may be better to eliminate the unnecessary material or instructional guidance to prevent this reversed learning effect. Prior experience has also been found to influence the level of interactivity in e-learning environments 152 Student Perceptions and Cognitive Load (Kalyuga, 2007b; Wouters et al, 2007) and levels of scaffolds and controls needed during instruction (Paas, Renkl et al, 2003). Based on CLT assumptions, instructional designers need to manage cognitive load during elearning by using techniques to properly sequence instructional materials and chunk related content into manageable units so that many related elements of information are not presented at once. For example, a top-down organization of content could provide an overall picture of the material before specific facts and skills are learned (Martens et al, 2007). The number of interacting elements of information within learning materials must be attended to in order to reduce intrinsic cognitive load for novices and increase motivation or germane load for more experienced learners (Van Merriënboer & Ayres, 2005). Providing a variety of instructional formats to appeal to different learners can also help manage cognitive load. Appropriately balancing effective cognitive load can enable learners to invest freed-up WM resources into schema construction, which is the ultimate goal of any instruction. Schema construction can also be stimulated by providing learners with opportunities to interact with or self-explain the learning material. Problem solving and exploratory activities may allow learners to put new skills into practice and realistic, authentic activities would challenge learners and encourage exploration and self-directed learning (Martens et al, 2007). Authentic activities may also require learners to articulate their knowledge representations and discuss their understanding of ideas with other learners as they are developing their knowledge. Authentic activities also stimulate curiosity, deep-level learning, and explorative behavior as characteristics of constructivist e-learning environments. Such environments provide intrinsic motivation and opportunities for learners to monitor their own learning and use appropriate metacognitive strategies (Ryan & Deci, 2000; Martens et al, 2007). Finally, authentic activities foster synergies among learners, task, and technology that create innovative and immersive e-learning environments and have real-world relevance (Herrington et al, 2006). E-learning 2.0 environments provide the real-world resources, communication and collaboration capabilities to connect learners, tools to build products, meaningful contexts, ownership of learning, and built-in assessments. These new environments can be exciting and dynamic but they also present challenges for both designers and learners. The purpose of the present pilot study was to examine cognitive load factors and student perceptions of a newlydesigned e-learning 2.0 course as well as their relationships with learner prior experience in distance learning and using technology, engagement, and anxiety about taking a distance education course. The primary goal for designing the course was to offer students more engagement and interactivity with the learning environments, and immerse learners in Web 2.0 technologies with the aim of increasing understanding of the material (i.e. to generate learning-enhancing or germane cognitive load). The content of this course was organized and learning activities were selected so as to minimize unnecessary or extraneous cognitive load. Sufficient scaffolds were included to reduce cognitively inefficient search processes associated with using such a large variety of materials and new technologies, particularly for inexperienced learners. The exact levels of learner expertise were not known at the beginning of the course but learners were given a choice in selecting relevant materials based on their own needs. The course, which traditionally had been taught using a popular proprietary content management system, was redesigned for delivery via a commercial wiki website. E-learning Web 2.0 Course Design The course is aimed at examining the uses, benefits, challenges, trends, impact and issues related to using the Internet in the classroom, exploring the latest Internet-based applications and improving students’ skills in using them for instructional purposes and designing classroom activities that make use of these applications. Since Web 2.0 technologies are revolutionizing the way we use the Internet, the issues and trends (e.g. creativity, information sharing, ethics, globalization, and collaboration) associated with these technologies serve as the guiding framework for course topics. Web 2.0 technologies were selected since they are web-based, relatively easy to learn (thus capable of reducing intrinsic load typically associated with learning technology) and yet interesting enough to challenge more experienced learners (thus capable of increasing germane load). The course 153 Judy Lambert et al content included (1) communication tools, (2) mapping/mashups, (3) podcasting, (4) blogging, (5) social networking, and (6) instructional games, simulations, and virtual worlds/reality (e.g. Second Life). The wiki-based course, designed to immerse learners in using Web 2.0 technologies as a method of learning, was segmented into units (e.g. communication and collaboration). Unit topics were listed on the wiki navigational sidebar. Assignments were listed sequentially on each topic page. Simple step-by-step tutorials or instructions were provided for each assignment and due dates posted on the course wiki, on an embedded online Google Calendar, and on a downloadable printable copy. Technical applications and classroom issues were learned in weeks 1-8. Theory and research were introduced in weeks 10-13 when learners had acquired basic technical skills and were more prepared for dealing with higher-level cognitive processes related to the Web 2.0 applications. The course met International Society for Technology in Education (ISTE) Technology Facilitation Standards and Technology Leadership Standards (International Society for Technology in Education, n.d.) Course concepts were presented using hyperlinked articles, online videos embedded on the course wiki, instructor-designed handouts, podcasts, blogs, websites, readings, and examples illustrating different uses of technologies. No textbook was used in the new course and learners were given flexibility in which materials they selected in an assignment. Learner support was provided as needed by synchronous communication tools such as YackPack or Google Talk embedded on the website, email, and a wiki page designated for comments and questions. Weekly notes were emailed to learners and posted on the home page of the course wiki. Appropriate organization of topics on the wiki sidebar, listing assignments sequentially, offering tutorials, allowing student choices in materials, and offering multiple support systems were strategies intended to reduce extraneous cognitive load. Student assessment included six major components: technical applications, a group presentation, two discussion debates, blog reflections, a professional development workshop, and a research paper. Instructional approaches such as blogging, online discussions, and Google web pages were intended to encourage germane load since they required manipulation, interaction, or self-explanations of course material. Blogs provided a metacognitive strategy to encourage reflection of concepts and learning experiences. Questions were provided to scaffold reflections but creativity was encouraged so that learners would have a sense of ownership in how they designed their blogs and other information postings. In online discussions, learners were asked to take a position on a topic and debate it with class members in a manner suggested by Palloff & Pratt (2005). Such strategies have been found to be more motivating to students and increased mental effort allocated to a task (Paas et al, 2005). Martens et al (2007) suggested that when learners are required to articulate their knowledge representations and discuss their understandings with other learners, this would help them to develop their knowledge. Learners designed a professional development workshop using Google Page Creator. The purpose of the workshop was to introduce teachers or colleagues to at least one Internet-based application that could be used in supporting curriculum standards. Learners were required to use the Web 2.0 technologies covered previously in the course as well as an online survey from SurveyMonkey for participants’ evaluation of the workshop. This assignment provided learners with an authentic activity that could actually be implemented in their respective settings. As suggested by Martens et al (2007) and Herrington et al (2006), an authentic activity allows learners to put their new understandings and skills into practice in a realistic context and intrinsically motivates them to explore and control their own learning processes. The final assignment, writing a research paper, asked learners to synthesize theory, concepts, and research related to using a Web 2.0 technology in the classroom. As in blogging and discussions, this assignment required students to self-explain course concepts and form a personal rationale for using the Internet in the classroom. Table I lists the strategies used to manage the different types of cognitive load in the course. Intrinsic cognitive load was managed by selecting appropriate levels of learning tasks difficulty relative to levels of learner prior experience. Extraneous load was minimized by providing learners with sufficient instructional support and simplifying search processes to reduce unnecessary diversion of mental resources. Germane load was generated by learner activities designed to productively use the mental resources that became available after intrinsic and extraneous loads had been appropriately controlled. 154 Student Perceptions and Cognitive Load Intrinsic load Select appropriate Web 2.0 technologies and course topics Simplify tasks Offer learner choices based on level of experience Extraneous load Organize course by topics List topics on wiki sidebar Offer variety of activities Provide scaffolds or tutorials Offer support systems Germane load Offer interactivity Create collaboration Integrate reflective activities Require authentic activity Table I. Strategies for managing cognitive load. Method Research Design This research investigated the effectiveness of the e-learning 2.0 course and examined potential relationships among students’ experience in distance learning, level of expertise in using technology, engagement, and anxiety about taking a distance education course. A convenient sample of 12 students included six master’s level students and six doctoral level students (3 male and 9 female). Even though the course was designed for students specializing in leadership positions in the field of educational technology, the course can also be used to fulfill elective requirements in programs across the university. As a result, the course was comprised of a diverse mix of students: six in the educational technology program, two in English, one in criminal justice, one in educational foundations, one in secondary literacy education, and one in secondary math education. Data Collection and Analysis Because this study was conducted in realistic rather than controlled experimental conditions, a nonrandom small sample of students was involved. In many practical situations in natural settings, it is often not possible to implement a rigorous experimental control. As a result, the non-parametric Kendall’s tau was used to investigate correlations between the number of distance education courses taken (as a measure of experience in distance education), technology experience, anxiety, and level of engagement in course. In addition, distance education experience was used to further examine the effect of learner individual differences on different types of cognitive load. Because the study was conducted under realistic conditions, it used indirect indicators of different types of load based on characteristics of learning activities and materials that presumably could be associated with generating these types of load. A 68-question online survey was used at the end of the semester to collect participant data on anxiety, number of distance education courses taken, technology experience, wiki design issues (i.e. information structure, media formats, and usability); level of instructor support; engagement in course; cognitive load (i.e. mental effort and stress) related to technologies learned, course material, and activities; and perceived value of learning topics and activities. The first six questions asked students to provide their teaching area (short answer), grade level (multiple choice), level of anxiety (1 = not anxious at all to 5 = extremely anxious), number of courses taken prior to the present course (multiple choice), level of technology experience (1 = not very experienced to 5 = extremely experienced), and level of engagement (1 = not very engaged to 5 = extremely engaged) in the course. The next seven questions asked students to rate course design features ranging from 1 (negatively worded) to 5 (positively worded); for example, ‘How would you rate the structure or organization of information on the course wiki?’ Students selected from a 5-point scale ranging from 1 (poorly organized) to 5 (extremely well organized). Higher scores would indicate more satisfaction with course design and, therefore, presumably less extraneous cognitive load imposed by design features. The next 54 questions asked students to rate their levels of mental effort and stress on a 5point Likert-type scale ranging from 1 (low) to 5 (high). For example, ‘How much mental activity was required in completing this task using this technology? (e.g. thinking, deciding, remembering, searching, etc.)’, ‘What was your stress or frustration level while learning to use this technology? (e.g. how insecure, irritated, content, gratified, relaxed, or complacent did you feel?)’. Twenty 155 Judy Lambert et al questions related to using various technologies (e.g., YackPack, wiki, Second Life), 18 related to different materials and topics learned in the course (e.g. gaming, simulation, and virtual reality), and 16 related to course activities (e.g. holding a class discussion in Second Life, discussion debate, group presentation). The last question asked students to rate 21 course activities based on whether they considered them valuable for helping them learn the conceptual knowledge and skills related to using the Internet in the classroom. These included activities such as keeping a course blog, investigating how podcasting is used in the classroom, exploring Second Life, investigating mashups and mapping, and investigating theory related to course topics. Items were rated on a 5-point scale from 1 (low) to 5 (high). Subjective measures are frequently used in cognitive load research to assess mental effort and they have been found to reliably assess perceptions of invested effort (Brüken et al, 2003). Even so, it remains unclear exactly how mental effort relates to actual cognitive load. A low mental effort could be the result of low cognitive load or simply a lack of interest or engagement in activity. In other rating scales such as the NASA Task Load Index, temporal demands and stress are component scales weighted to reflect the contribution of these factors to the total load (Hart & Staveland, 1988) and hence, the reason for inclusion of stress as a factor in this study. Temporal demands were excluded since in distance learning, it would be difficult to determine how students would allocate time to a given assignment. Results and Discussion Of 12 students, 4 had not taken any online course prior to this study; 1 student had taken one course; 2 students had taken two courses; 2 students had taken three courses; and 3 students had taken more than four courses prior to this course. Students on average were not very anxious about taking the course (M = 1.75, SD = 2.51) and were fairly experienced in using technology (M = 3.83, SD = 1.95). Eight students rated themselves at the two highest levels of technology experience. Engagement in the course was high (M = 4.42, SD = 2.88). Kendall’s tau (see Table II) indicates a negative correlation between anxiety and other variables of interest: number of courses taken (r = –0.46, n = 12), technology experience (r = –0.40, n = 12), and engagement (r = –0.372, n = 12). Positive correlations were exacted between all other variables. While not statistically significant, the results indicate a trend that with more distance education and technology experience students’ level of anxiety is decreased and the level of engagement is increased. These results support previous research showing that learner experience is a critical factor in determining what learners consider to be relevant, what information they attend to (Kalyuga et al, 2001), and how motivated they are when performing a task (Paas et al, 2005). Prior experience in distance education has been shown to be a predictor of cognitive engagement (Richardson & Newby, 2006). Anxiety Correlation coefficient Sig. (2-tailed) n No. of DE courses Correlation coefficient Sig. (2-tailed) n Correlation coefficient Sig. (2-tailed) n Correlation coefficient Sig. (2-tailed) n Technology experience Engagement Kendall’s tau Anxiety 1.00 12 -0.46 .087 12 -0.40 .152 12 -0.372 .206 12 No. of courses -0.46 .087 12 Technology experience -0.40 .152 12 Engagement 1.00 .210 .452 12 1.00 .190 .524 12 .464 .103 12 1.00 12 .210 .452 12 .190 .524 12 Table II. Relationship among anxiety, no. of distance education (DE) courses, technology experience, and course engagement. 156 12 .464 .103 12 -0.372 .206 12 12 Student Perceptions and Cognitive Load Interpretations of these results within a cognitive load framework need to consider two factors. Firstly, more experienced learners can devote more mental effort to constructing schemas for key course concepts rather than learning how to use the technology, thus making higher-level cognitive processing more engaging. This explanation is supported by results of other research studies (Greene & Miller, 1996; Stoney & Oliver, 1999) indicating that students’ perceived ability, learning goals, and prior learning are positively correlated with meaningful cognitive engagement. Secondly, an effective course design can sufficiently reduce extraneous cognitive load, leaving more learners’ mental resources available for schema construction (Martens et al, 2007). This possibility is supported by high levels of students’ ratings on course design (see Table III), as well as higher ratings on assignments that were more cognitively challenging (see Table VIII). All aspects of the course design were highly rated, particularly the usability of the wiki as a content management system, indicating likelihood of relatively low levels of wasteful extraneous cognitive load that is usually associated with poor instructional design. Minimizing the amount of mental effort that must be expended on activities that are not directly related to schema construction (e.g. search processes required for the orientation in the organization and structure of the course) reduces extraneous load, allowing students to expend more relevant mental effort on understanding essential course concepts (Martens et al, 2007). Course features Opportunities for collaboration Clarity of course objectives Selection of media Structure of course Sequence of topics Instructor support Wiki usability Mean (SD) 4.17 (3.36) 4.42 (2.88) 4.42 (3.36) 4.67 (3.58) 4.67 (3.78) 4.67 (3.58) 4.75 (3.91) Note: higher course design ratings are associated with lower levels of extraneous cognitive load. Table III. Course design ratings as indicators of reduced levels of extraneous cognitive load. Mental effort and stress ratings related to using various technologies are shown in Table IV. These ratings are considered as indicators of intrinsic cognitive load determined by the level of interactivity between essential elements of these technologies. High levels of element interactivity when using various technologies may substantially increase cognitive load depending on the student’s level of experience. According to the ratings, Web 2.0 technologies themselves were not overly difficult for students to learn or use. On the other hand, some technologies that were perceived as difficult to learn or use were considered less stressful. The Podomatic podcasting application was experiencing problems during the week of podcasting assignments, making the completion of the assignments difficult, as evidenced by ratings. Additionally, based on student comments, YackPack was not considered a necessary form of communication in some cases when working with group partners even though one of the purposes of the course was to examine the use of such technologies in educational environments. When using a wiki to create personal pages, mental effort was less than when using the same technology as a presentation medium for group projects. High levels of interactivity experienced in group activities potentially made students perceive this technology as more difficult and stressful to use under these circumstances. It is also unclear how students define stress related to using a technology. It was evident that Podmatic was problematic because of the website issues students experienced. However, Google Page Creator may have been perceived as relatively more stressful just because of the nature of the assignment, which was more lengthy and comprehensive than other technical assignments. In other words, the stress rating does not tell us if it was actually the technology itself that was difficult to use; how much the technology was related to the nature of an assignment that was deemed stressful, unnecessary, or ineffective; if stress was related to the low value students placed on a specific technology; or how little time students gave to the assignment. Using Facebook, an assignment that was rated low in mental effort and high in stress, is an example of this interpretive difficulty. When evaluating the assignment using Facebook (see Table VIII), students rated this 157 Judy Lambert et al activity as least valuable, indicating that mental effort was likely to be associated with perceived value or other factors, not necessarily with the technical difficulty of the application. Even though the question included the imperative, ‘Keep in mind that you are only rating the actual ease in using the technology, not the learning activity that incorporated its us,,’ this comment may have been overlooked. It is most likely the case that in an educational technology course where parts of the content or activities it integrates are aimed at learning technology, it is difficult to judge the use of technology isolated from a particular assignment. Gmail Facebook Blogger YackPack Google groups (online debates) Wiki (personal page) Wiki (group project) Google Page Creator (professional development workshop) Second Life (discussion) Podomatic (podcast) Mental effort Mean (SD) 1.67 (1.37) 1.83 (0.94) 2.08 (1.08) 2.17 (1.27) 2.25 (1.06) 2.50 (1.09) 2.58 (1.31) 3.42 (0.90) Stress Mean (SD) 1.08 (0.29) 2.58 (1.31) 1.25 (0.45) 2.58 (1.31) 1.75 (1.06) 1.75 (0.97) 2.00 (0.85) 2.42 (1.31) 3.67 (0.98) 3.75 (1.22) 3.67 (1.56) 3.67 (1.44) Note: associated course activities are provided in parentheses for cross referencing purposes. Table IV. Mental effort and stress ratings related to technologies used as indicators of intrinsic cognitive load. Mental effort and stress ratings related to course materials (as indicators of intrinsic cognitive load resulting from course materials) are shown in Table V. Course materials imposed a moderate to high level of intrinsic cognitive load. As would be expected, more cognitively challenging materials such as research and theory required the greatest mental effort. However, an anomaly exists in the low level of stress associated with these assignments. As in the study of Richardson & Newby (2006), it is possible that students more experienced in technology, which were the majority of students in this course, found more engagement in the more cognitively challenging assignments and hence, the lower level of stress associated with this material. Similar to ratings related to technologies, stress and mental effort related to course material could be coupled with technological problems, making it difficult to separate the two in educational technology courses. This was evidently the case in podcasting and Tapped In assignments. Web 2.0 user-created content Mapping and mashups (group project) Games, simulations, and virtual reality Social networking (Facebook) & Second Life (discussion) Communication and collaboration Podcasting and blogging (podcast/blog) Related theories Related research Online professional development (Tapped In) Mental effort Mean (SD) 2.75 (0.75) 3.00 (0.74) 3.08 (0.67) 3.08 (0.79) 3.17 (1.11) 3.58 (0.67) 3.58 (0.79) 3.67 (0.89) 3.92 (1.24) Stress Mean (SD) 2.25 (0.87) 2.25 (0.75) 2.58 (1.16) 3.33 (1.23) 2.92 (1.16) 3.17 (1.03) 2.25 (1.06) 2.42 (0.90) 3.08 (1.56) Table V. Mental effort and stress ratings related to course materials as indicators of intrinsic cognitive load. Mental effort and stress ratings related to course activities as indicators of extraneous or ineffective cognitive load associated with course activities are presented in Table VI. As suggested by Hart & Staveland (1988), time was most likely a factor contributing to the mental effort of course activities. Activities with the highest mental effort (i.e. podcasting, Second Life, and professional development workshop) also required the longest amount of time for completion. As mentioned earlier, podcasting was stressful due to problems with the Podomatic podcasting application, and while the Tapped In assignment did not require as much mental effort as other assignments it was 158 Student Perceptions and Cognitive Load also deemed stressful. Tapped In is an educator professional development and networking website that offers introductory tours for new users. Even though students were notified that they should not wait until the last minute to begin this activity since tours were only offered on certain days and times, this still affected completion of assignments and most likely perceived level of stress. It is also possible that online debates were perceived as more difficult because of the cognitive difficulty of the activity. Blogging Tapped In Wiki group project Online debates Second Life discussion Podcast Professional development workshop Research paper Course activities Mental effort Stress Mean (SD) Mean (SD) 2.75 (1.06) 1.67 (0.78) 2.92 (1.24) 3.00 (1.41) 3.42 (0.67) 2.83 (1.34) 3.58 (0.67) 2.50 (1.00) 3.58 (0.90) 3.58 (1.62) 3.67 (1.15) 3.75 (1.22) 3.92 (1.08) 3.75 (1.22) 4.08 (0.79) 3.08 (1.38) Table VI. Mental effort and stress ratings related to course activities as indicators of extraneous cognitive load. When grouping students by the number of distance education courses taken, differences in cognitive load are shown in Table VII. Five students had taken either one or no previous distance education courses (less DE exp). Seven students previously had taken two, three, or four courses (more DE exp). Students with less distance education experience expended more mental effort than more experienced learners on technologies used and on understanding course materials. This supports prior research on the role of experience in e-learning environments and cognitive engagement (Kalyuga et al, 2003; Richardson & Newby, 2006; Kalyuga, 2007b). Stress related to materials and activities and mental effort imposed by course activities were slightly higher for more experienced learners. This finding could represent an example of the expertise reversal effect that results from the additional cognitive load experienced by experienced learners having to crossreference and integrate redundant materials. Course design Mean (SD) Less DE exp More DE exp 4.38 (0.60) 4.63 (0.51) Technology used Mean (SD) ME Stress 3.04 (1.04) 2.54 (0.92) 2.27 (0.98) 1.93 (0.91) Course material Mean (SD) ME Stress 3.44 (0.78) 2.64 (1.07) 3.22 (0.90) 2.74 (1.12) Course activities Mean (SD) ME Stress 3.43 (0.25) 2.93 (0.36) 3.54 (0.24) 3.05 (0.33) Table VII. Ratings for learners with different levels of distance education (DE) experience. The final survey question asked learners to rate course activities based on their value in helping students to learn the conceptual knowledge and skills related to using the Internet in the classroom. In order to associate this rating with the level of generated germane cognitive load, the following note followed the question: ‘Do not judge whether you liked or disliked the activity or topic, had difficulty with it, or did not investigate it as thoroughly as you would have liked. Rather, rate the activity or topic solely for its VALUE in giving you an understanding of the technologies, issues, trends, etc. of using the Internet in the classroom’. Table VIII displays student ratings and could be considered as a summary of perceptions about germane or effective cognitive load that enhances schema construction and greater understanding of the material (Paas, Renkl et al, 2003). Ratings showed moderate to high values for all assignments. The mean value rating for students with less experience in distance education was 3.95 (SD 0.43) and for those with more experience was 4.31 (SD 0.24). As with all previous ratings, these ratings could have also been affected by the nature of the course material or technology used rather than the value of a particular topic or activity. The lowest rated value was assigned to investigating Facebook, an unexpected result considering that social networking sites such as Facebook are expected to be 159 Judy Lambert et al widely adopted in education within one year (New Media Consortium, 2007). It is possible that if more context was provided for this assignment during the course, ratings may have been different. For example, if Facebook were used regularly as the course website or if students had been asked to become integrally involved in a particular social group within this environment, more value might have been given to using the technology. Similar to other ratings, students placed greater values on more challenging topics or activities such as theory or research, and lower values on actually using or learning Internet applications such as Second Life, wikis, and mashups. Again, this could be due to the fact that most of the students rated themselves as more experienced in technology and/or distance education and would find using the various technologies tedious or unnecessary (in accordance with the expertise reversal effect as described by Kalyuga et al, 2003; Kalyuga, 2007b). Course activities Investigating Facebook Participation in discussion debate Investigating Second Life Watching online videos Reading articles on simulations, games, and virtual reality Writing a research paper related to course topics Creating a personal wiki page Having a discussion in Second Life Investigating simulations, games, and virtual reality Participation in a group project on mashups Investigating mashups and mapping Investigating how podcasting is used in the classroom Creating a Google website Exploring professional development websites Creating a podcast Investigating the history, impact and trends of the Internet in education Investigating Web 2.0 Investigating theory related to course topics Investigating research related to course topics Learning about how blogging is used in the classroom Keeping a course blog Mean(SD) 3.17 (1.40) 3.67 (1.23) 3.75 (1.14) 3.83 (0.94) 3.92 (1.51) 4.00 (1.04) 4.08 (1.08) 4.08 (1.16) 4.08 (1.38) 4.25 (0.75) 4.25 (0.97) 4.25 (1.06) 4.42 (0.67) 4.42 (0.79) 4.42 (0.90) 4.50 (0.80) 4.50 (0.67) 4.50 (0.80) 4.50 (0.80) 4.58 (0.79) 4.67 (0.65) Table VIII. Ratings of the value of course activities as indicators of germane load. Of particular interest is the value associated with blogging. In support of previous research, strategies that require students to elaborate on course material or discuss their understandings with others enable the allocation of more effective mental effort on schema construction and the development of knowledge (Paas, Renkl et al, 2003; Martens et al, 2007). These activities are also more motivating to students and increase the desire to allocate more mental effort to a task (Paas et al, 2005). Surprisingly, while assignments such as these encourage schema construction, ‘discussion debates’ that required learners to explain course issues and discuss understandings with class members were rated as one of the least valuable activities. This warrants further investigation, especially in e-learning environments where discussions take place asynchronously and require a lot of typing of thoughts, a difficult task for some students. Conclusion Results of this investigation showed that wiki Web 2.0 technology was a suitable environment to offer an e-learning 2.0 course for students, both for those who are experienced in using technology and in taking distance education courses and those with less experience in both areas. This study supports previous findings showing that prior experience influences what learners consider relevant and how engaged they are in particular tasks. Experienced learners were more engaged in more cognitively challenging activities. In educational technology courses where technology is a critical component of the course content and the number of interacting elements may be relatively high, additional cognitive load must be factored into mental effort required of learners. Intrinsic cognitive load can be imposed by the difficulty of the material or the number of interacting 160 Student Perceptions and Cognitive Load elements of information relative to the level of learner experience in a domain. A majority of students in this course rated themselves as experienced in using technology and as a result, most Web 2.0 technologies did not impose a high intrinsic cognitive load on them, with the exception of technologies that presented unexpected problems during assignments (e.g. podcasting) or those associated with relatively more lengthy assignments (e.g. Google web pages). In general, students rated the level of intrinsic cognitive load related to course material from moderate to high. Coinciding with other research (Richardson & Newby, 2006), cognitively challenging material was sometimes associated with lower levels of stress, a finding that might indicate that some topics were more engaging. Less experienced students expended more mental effort on technologies and course materials while more experienced students were stressed by these. Mental effort was also higher for more experienced students in course activities, possibly due to the expertise reversal effect (some of the activities may have been redundant for these learners). All topics and activities were highly valued for their inclusion in the course, indicating a possibility of relatively high levels of germane cognitive load. This is supported by high ratings on students’ levels of engagement in the course. Blogging was one of the highest rated activities, showing the importance of selfreflection to learning. Taken together, these findings suggest the importance of understanding levels of learner expertise and the need for differentiated instructional strategies for different learners in e-learning 2.0 environments. Student perceptions and ratings of mental effort provide valuable insight into learner satisfaction and the effectiveness of Web 2.0 environments for offering distance education courses. Measurement of cognitive load, especially distinguishing between its different types (intrinsic, extraneous, and germane), is a difficult task even in laboratory studies with very restricted and welldefined task domains (Paas, Tuovinen, et al, 2003). This study was conducted in realistic rather than controlled experimental conditions and used indirect indicators of different types of load based on macro-characteristics of learning activities and materials that presumably could be associated with generating different types of load. Future studies need to develop and use more direct and objective measures of these types of load. Other limitations of this study include a small sample size and the overlapping of subjective ratings on materials and activities of a technical and conceptual nature. 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DOI 10.1007/s10648-007-9045-4. http://dx.doi.org/10.1007/s10648-007-9045-4 162 Student Perceptions and Cognitive Load JUDY LAMBERT is an Assistant Professor and Coordinator for the undergraduate Educational Technology program at the University of Toledo. She focuses her university research on examining effective strategies to improve pre-service teachers’ abilities and attitudes towards integrating technology in the classroom. Her contributions include the investigation of the conceptual knowledge and practice of technology integration in expert and novice teachers using knowledge acquisition methods and Pathfinder network scaling software and the validation of instruments to measure computer skills and applications of those skills during teaching and learning experiences. Correspondence: Judy Lambert, University of Toledo, 2801 West Bancroft Street, Mail Stop 924, GH 2000G, Toledo, OH 43606, USA ([email protected]). SLAVA KALYUGA is an Associate Professor in the School of Education at the University of New South Wales, Australia. He has extensive experience in conducting research in evidence-based instructional design principles for multimedia learning environments, and in developing online instruments for evaluating cognitive components of performance. His specific contributions include detailed experimental studies of the role of learner prior knowledge in cognitive load effects (the expertise reversal effect); the redundancy effect in multimedia learning; the development of rapid online diagnostic assessment methods; and studies of the effectiveness of adaptive procedures for tailoring instructional guidance to levels of learner task-specific expertise. He was awarded an Australian Research Council Postdoctoral Research Fellowship (2001-2003) and Goldstar Award (2005) During his previous work in Russia (until 1991), he published more than thirty refereed research articles and several books and textbooks. Correspondence: [email protected]. LISA A. CAPAN, a doctoral student, is the program director of Visual Media Technology, and of Visual Communication Technology at Bowling Green State University, Firelands, USA, and online instructor of Visual Communications Technology. Her areas of interest are in interactive media, digital photography and videography. Her interest is in examining ways to utilize social networking systems to foster interaction and communication during classroom learning. Correspondence: [email protected]. 163
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