Chemistry Eduction in New Zealand February 2009 A Better Way to Teach With Analogies Richard K. Coll School of Science & Engineering, University of Waikato, Hamilton (email: [email protected]) A while back I attended a public lecture given by Professor Alan MacDiarmid. Without ‘dumbing down’ his talk or being in any way condescending, he was at pains to make his leading edge science understandable to an audience who probably had little science knowledge. He naturally and instinctively explained his science concepts using analogies, peppering his talk with anecdotes and comparisons between aspects of his science and everyday life. I believe that he did this for a very pragmatic reason - he felt his audience would be able to better understand his science concepts if they were related to something familiar.1 This is the essence of the use of analogy, both in conversation, and in science teaching. In this article I spell out how we can make better use of analogies in science teaching. Uncritical use of analogy can, in fact, interfere with science learning, and we need to be aware of the pitfalls of inappropriate analogy use, and know how we can avoid them. I’ll start by telling you about the nature of analogies and what education research tells us about why they work and the circumstances in which they work best. I’ll then talk about where analogies break down as a pedagogical tool, and finish by working through the teaching of an abstract chemistry concept using an analogy in some detail. scale model of a shopping mall allows the viewer to see what it might look like overall without focussing on the minutiae (e.g., which specific shops will be part of the mall), a ball-and-stick model allows us to focus on the arrangement of atoms in a molecule, and so on. Because of this, a model or analogy is intrinsically limited compared with the target. This is not a flaw of models, but an inherent feature of them and the modelling process; if it were otherwise the model and target would be one and the same! So, as is illustrated below in Fig. 1, an analogy will be like the target in some ways (the and * symbols), and unlike it in other ways (the and # symbols): ■ * * ■ ■ ■ model (Rm) analogy (A) ■ * analog (R1) # ■ target (R2) Fig. 1: An analogy is a type of model [above] How Analogies Work I have already alluded to the main way in which analogies work, that is, by linking the unfamiliar (i.e., what we are trying to teach or understand) to something familiar.2 If we consider this further, Analogies and Models we see that we actually do this by linking or mapAn analogy is a type of model, and, like other ping attributes or features of the analog to the atmodels, its main aim is to simplify aspects of what tributes of the target (see Fig. 2 below). we want to understand (typically called the target) so as to allow us to focus on a particular part or Let me illustrate this process of mapping with specific feature of the target. Thus, for example, a an example which I am sure is very familiar to Analog Analogy Target Analog attributes 1 Mapping of idea 1 Target attribute 1 Analog attributes 2 Mapping of idea 2 Target attribute 2 Analog attributes 3 Mapping of idea 3 Target attribute 3 Familiar idea or object Scientific idea or object Mapping Fig. 2: Mapping of analogies and targets [above] 2 Chemistry Education in New Zealand February 2009 you: the solar system model for the structure of the atom. This model forms the basis of the BohrRutherford model of atomic structure. We say the structure of the atom is like the planetary solar system model in that the nucleus is like the sun and the electrons orbit the nucleus in much the same way as the planets orbit the sun. So here we have mapped the analog attribute of the sun to the target attribute of the nucleus, and the analog attribute of the planetary orbit to the target attribute of the electron orbit.3 There are a couple of things I want to comment on further here. Firstly, this use of analogy illustrates a purpose or feature of analogy use, that is, in the processes of knowledge generation by scientists.4 Harrison & Coll (2008) point out that for some scientific concepts (e.g., refraction) the analogy is the scientific concept! Secondly, many people use analogies in the way I have just done, i.e., fairly superficially. In other words I have only mapped across a few attributes (what we call a simple analogy). We tend to do this because consciously or subconsciously we stop because we feel we have made our point (e.g., in the case above the way electrons orbit around the nucleus). Technically every time we say, “This is like that”, we are using analogy. However, it seems the use of analogy is greatly enhanced if we map more attributes across the two domains, or if we explain the way or ways in which the analog and target are similar. If we then explain the mapping, we have what is termed an enriched analogy. So if we say activation energy is like a car going over a hill, because you have to add energy to get the reaction to go, we have enriched the basic mapping that occurs in simple analogy, and shown the way in which it occurs. To go further, if we use multiple mappings together with explanations, we have what is called an extended analogy. Let me give you an example of an extended analogy. It is hard for students to understand that most of a hydrogen atom is, in fact, empty space, and the relative distance of the valence electron(s) from the nucleus to the perimeter of the atom is 5 x 10-11m. We can explain this using an analogy with a sport stadium into which we place a grain of rice. We would say the hydrogen atom nucleus is like a grain of rice because both are relatively small (the rice compared with the stadium and the nucleus with the overall size of the atom); that the region where the electron might be found is like the playing area and the outermost seats in the stadium (because the electron is most likely found a long way from the nucleus in the same way that the outermost seats are a long way from the rice grain); and the ratio of the nucleus to the electron cloud is similar to the ratio of the size of the rice grain to the size of the stadium overall. To summarize, analogy works best when it is well known to the student, when we map across as many attributes as we can, and when we explain explicitly the ways in which the analog and target are similar. When Teaching with Analogies Breaks Down This explanation of the use of analogy might make it all seem pretty simple. You might think all you need to do now is extend your analogies a bit more than you have in the past, and everything will be fine. Well, there is a catch! Education research suggests that students do not think in the same way as scientists or science teachers – no great surprise there I am sure! But specifically with respect to the use of analogies, it seems the main way things go wrong is that students are either unfamiliar with the analog, or that they map across attributes that are not valid; in other words, they assume the analog and target are much more similar than they actually are. A particularly common example of this is the so-called water pipe analogy used to explain electric current. It seems some students think electricity can ‘leak’ from wires in the same way water can leak from a pipe. So how can we address this issue? There are three features to the effective use of analogy in science teaching. Firstly, as noted above, critical to effective use of analogy in science teaching is using an analog that is familiar to your students. Secondly, we need to map the ways in which the analog and target are similar as much as we can. If we fail to do this, students may do their own mapping and assume some attributes are shared between the analog and target when they are not. Thirdly, we also need to map the ways in which the analog and target are not similar. In other words, we need to map unshared attributes, as well as shared attributes. Models for Teaching with Analogies The advantages and disadvantages of analogy use in science classrooms spawned a huge research 3 Chemistry Eduction in New Zealand February 2009 effort over a number of years, and as a consequence a number of models for science teaching with analogies have been devised. I will describe two of these, but will focus on one which I think represents the state of the art. Focus Concept As the first example Glynn (2007) identifies five basic steps in teaching with analogies (TWA), which address the points I mentioned above: Analog • Introduce the target concept • Remind students of what they know of the analog • Identify relevant features of the target • Connect or map the similar features • Indicate where the analogy breaks down, and • Draw conclusions about the target. Recent research suggests that because many teachers have not been trained in the use of analogies, models like Glynn’s are helpful in providing teachers with a fairly simple way of avoiding the key pitfalls in analogy use in the classroom. However more recently, a different model - the FAR guide - was developed with teachers (see Harrison & Coll, 2008). A distinguishing feature of the FAR guide is the close involvement of teachers in its development and implementation. FAR stands for Focus Action and Reflection, and, as we shall see, these form the key components of good teaching, including that which draws upon analogies. I will briefly outline the FAR guide and then move on to show you how to use it with a specific example. Table 1: Basic features of the FAR guide Students Action Likes Dislikes Is it difficult, unfamiliar or abstract? What do the students already know about the concept? Is the analog something the students are already familiar with? Discuss the ways in which the analog and target are similar Discuss the ways in which the analog and target are unalike Reflection Conclusions Was the analogy clear and useful, or confusing? Did it achieve the intended outcomes? Improvements In light of the outcomes, are there any changes that should be made the next time the analogy is used? really quite simple, but has remarkable explanatory power. However, research suggests that it is the fine detail of kinetic theory that students struggle with; things such as the role of energy and collision theory. An important aspect of kinetic theory is the way it is used to explain reaction kinetics, via molecular collisions. Scientists talk about effective collisions as being necessary before reactions can occur. However, to students a collision is a collision, and it is not obvious to them how you can have effective and ineffective collisions. The basic features of the FAR guide are detailed Let’s now use the FAR guide to explain effective in Table 1. collisions and their influence in reaction rates. The developers of the FAR guide argue that it works well, mostly because the steps in it are intuitive and easily understood, and that they are very similar to what goes on with any good teaching. Let’s now look at how we can use the FAR guide with a specific example. According to the scientific model, the rate of a chemical reaction is dependent on the number of effective collisions. One consequence of this is that the higher the concentration (and some other variables too, like temperature) the more likely we are to see effective collisions, and thus the reaction rate increases. The notion of effective The Coconut Shy Analogy for molecular collisions seems a reasonably intuitive Effective Molecular Collisions concept, yet reaction rate chemistry is, like other The target concept of this example is one which aspects of kinetic theory, seldom well understood is well reported in the literature as a topic that stu- by students. Most students are familiar with fairground competitions like the ‘coconut shy’ where dents find difficult – kinetic theory. you have to try and knock an object (e.g., a coKinetic theory is in my view a brilliant theory; it is conut) off a stand. Clearly, as with any analogy, 4 Chemistry Education in New Zealand February 2009 you need to tailor the analog to something you are sure your students are familiar with (think of appropriate activities from your local festivals and agricultural fairs). Alternatively, this is a model you could actually act out, making it an exciting, and fun activity, but you will need a fair bit of room to allow for inaccurate shots! The difficulty students face when trying to knock a coconut off the shy shows how infrequent effective collisions are. Let’s start the use of the FAR guide with the first phase, the Focus phase which consists of three parts; the concept, the students and the analog. Table 2: Mapping the attributes Analog — coconut shy Ball and coconut Number of attempts Hitting coconut with ball Likelihood of hitting coconut Speed of throw of ball Close to the coconut Target — effective collisions Reacting particles Number of collisions Effective collision Likelihood of effective collisions Kinetic energy of reacting particle Concentration increase log and target are unalike, that is, where the analThe concept here is that chemical substances are ogy breaks down: made up of tiny charged or uncharged particles, • A hard, ball will be travelling much, much and that chemical reactions proceed when bonds more slowly than colliding particles are broken and new bonds formed. Kinetic theory models reactions as ‘effective collisions’, and ef- • There are many, many more particles present in even a tiny amount of reacting substances fective collisions result in bonds breaking. The rethan there are coconuts/balls sultant particles can form new molecules by forming new bonds. In order to break a bond we need • In the coconut shy, one object is still (the cocosufficient energy to bring about an effective collinut) and the other moving (the ball), in kinetic sion. The likelihood of effective collisions can be theory both reactants are moving rapidly, and increased by increasing the number of particles in • Reactants are often confined to a reacting vesa given space (i.e., increasing concentration) and sel, in principle you could throw a ball at the by increasing the temperature (which increases coconut from almost anywhere. the velocity, and thus the energy of the particles). Finally, let’s move on to the Reflection phase. Education research suggests that students have Again there are two parts, the conclusion and imdifficulty visualizing tiny, sub-microscopic parprovement of the analogy. A conclusion might foticles like atoms, ions and molecules. It is hard cus on whether or not the students were able to hit for them to visualize collisions and effective colthe coconut (if they acted out the analogy). You lisions. They are more familiar with fun activities will need to have plenty of balls on hand as the like the ‘coconut shy’ seen in many fairs and fesstudents may get frustrated if they keep missing tivals. the coconut. Also the ball will need to be heavy We can visualize an effective collision as an anal- enough to actually dislodge the coconut from ogy, in which the analog is knocking a coconut the stand. If you act out this activity, a possible off the stand at a fair (a competitive activity). The improvement might be that, you can have many greater the number of attempts we are able to students all firing their ball at a single coconut. make, the more likely we are to knock the coconut This is much more likely to result in an effective off the stand and thus the greater the likelihood of collision. If they cannot hit the coconut, another an effective collision! We can also throw the ball improvement might be to have the students stand at the coconut harder, in which case it goes faster closer. This could then be related to the size of the and if it hits it is then more likely to actually knock container (which could be indicative of concentration, as particles per unit volume). the coconut off the stand (i.e., more energy). Let’s now move on to the Action phase. First, we Teaching Chemistry with Analogies: must map the attributes, that is, the way the ana- Some Additional Thoughts log and target are alike (see Table 2). Analogies can provide wonderful learning opporSecond, we must map the ways in which the ana- tunities for students. I want to finish off by giving 5 Chemistry Eduction in New Zealand February 2009 you some more food for thought: other ways you The final comment I wish to make is that there are can use analogies creatively. some concepts for which you are best to use more than one analogy. Multiple analogies can reduce The key thing that makes analogies work as learn- the likelihood of a single analogy breaking down. ing tools is the fact that they are familiar to the I will give you a couple of examples for the subject students. So anything that relates to students’ lives of chemical equilibrium – a problematic topic for will be immediately familiar (e.g., dating, sport, many students. We can compare activation energy etc.). In our research we have often encountered with a hill as noted above, forward and reverse situations where a teacher was trying to teach a reactions with walking up the down escalator, and topic (with or without analogies) and a student air flight paths with reaction mechanisms. said something like, “Hey sir is it like …’. In other words the student introduced his or her own anal- Concluding Thoughts ogy. One thing you can be sure of when this happens is that the analog is familiar to the student. Teaching with analogies can be arduous. It takes So I suggest you latch on to any student-generated time to think up good analogies and as you can analogies that arise in the classroom. Likewise, see from above, considerable thought to make if you spontaneously think up an analogy when sure they are used well. A colleague and I recentyou react to looks of puzzlement (we call this a ly produced a book that contains over 50 analoteacher-generated analogy), take the analogy and gies (see Harrison & Coll, 2008). The analogies develop it in the same way I did – using the FAR are explained in detail and then presented using the FAR guide. Our own research has shown that guide. when used well, analogies are a powerful motivaI mentioned above that students appreciate activi- tional and conceptual tool: the FAR guide helps ties like the coconut shy (i.e., they prefer to expe- avoid the pitfalls. rience the activity rather than being told about it). Another way to use analogies is to use role play. References So, for example, if you are trying to model intra- Glynn, S. (2007). The teaching with analogies model. Reand intermolecular bonding you can get student to trieved 07 August 2008 from http://www.coe.uga.edu/ link arms (intramolecular bonding) and get groups twa/PDF/Glynn_2007_article.pdf of students to then hold hands (intermolecular Harrison, A.G., & Coll, R.K. (Eds.). (2008). Using analobonding). Likewise humour used judiciously can gies in middle and secondary science classrooms. Thousand Oaks, CA: Corwin. add to the fun of learning with analogies. One example that immediately springs to mind is Licata’s Licata, K.P. (1988). Chemistry is like a … The Science Teacher, 55(8), 41-43. (1988) model for covalent bonding. Sharing your lunch is like a covalent bond (Fig. 3), someone stealing your lunch is a dative covalent bond! In a similar way, Stephen Hawking used over 70 analogies in his book A Brief History of Time in order to explain astrophysics. 1 This raises an important point. It is essential with any analogy to be sure that the analog is familiar to your own students. So you might use soccer with some boys, but rugby with others; and use netball with some girls and soccer with others. 2 Of course the Bohr-Rutherford model is not the currently accepted scientific view of the structure of the atom, but the example illustrates the use of analogy in knowledge generation and understanding. 3 There are a number of other well-documented scientific discoveries that have used analogy to advance science; probably the best known chemistry example is Kekulé’s model of snakes biting their tails to understand the structure of the benzene ring. 4 Fig. 3: Sharing lunch is like a covalent bond [above] 6
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