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Formulating An E-learning Theory: A Grounded Theory Approach

Rachael Njeri Kibuku † Daniel Orwa Ochieng


Faculty of Computing and Information Management School of Computing and Informatics
KCA University University of Nairobi
Nairobi, Kenya Nairobi, Kenya
jjkibuku@gmail.com dorwa@uonbi.ac.ke

ABSTRACT
Despite the significant growth and development of e-learning we Connectivism is a learning theory that emphasizes the role of
still do not have a relevant theory specifically stipulated to guide the learners’ social and cultural contexts in teaching and learning by
practice up to date. The design, implementation and delivery of e- exploiting the connectedness offered by the digital technologies of the
learning have been informed by the 20th Century classical theories of 21st Century [9]. Some institutions of higher learning are taking up e-
learning namely: Behaviorism, Cognitivism and Constructivism. In learning to provide learning services to the increasing number of
2005, we saw the inclusion of the Connectivist theory of learning for students seeking higher education. While e-learning has many
the digital era. However, certain lacunae exist in these classical benefits, perhaps the most important is widening access to higher
learning theories that need further examination and explanation. This education to the reach of many in a flexible manner; thus allowing
research study therefore seeks to identify the contributions of the learning to take place anywhere any time. The learners who take up e-
classical learning theories to e-learning as well as establish the gaps learning courses usually experience spatial and temporal separation
that exist in these theories in their application to e-learning with a from fellow learners and tutors. Such learners include those based in
view of extending the connectivist theory into an e-learning theory rural communities who have no access to the conventional learning
using the Grounded Theory (GT) Methodology. campus as well as the working class in urban areas who cannot be
able to attend the conventional face-to-face learning programs due to
CCS CONCEPTS work and family engagement. Since these learners are away from the
 Applied computing → Education →E-learning campus, it demands that the e-learning systems’ interfaces, interaction
and collaboration tools, and course materials be designed in such a
KEY WORDS manner that they are intuitive to the e-learner. If their usability is
Learning, E-learning, Theory, Pedagogy, Connectivism
intuitive then the e-learners will be able to overcome many challenges
with ease. Such a usability design can only be based on sound
INTRODUCTION
theoretical principles, which is motivation for this study.
Learning is the permanent change in behavior which is
manifested in acquiring knowledge; change in attitudes and in ability PROBLEM STATEMENT
to perform some behavior [4]. E-learning is learning delivered by Theoretical principles provide the foundation upon which any
electronic means which includes computer hardware, software, and practical discipline is built and thus determine the healthy
the networking infrastructures [17]. A theory is a set of hypotheses development of that practice. There has been significant growth and
that apply to all instances of a particular phenomenon, assisting in development in the field of e-learning; however there still lacks a
decision-making, philosophy of practice and effective implementation relevant e-learning theory specifically formulated to underpin the
through practice [11]. practice. Similarly, e-learning research and projects are not based on
e-learning theories [12]. Besides, there are few examples of academic
literature specifically concerned with e-learning theory (ies); with
AfriCHI '18, December 3–7, 2018, Windhoek, Namibia many published and conferences papers being descriptions of e-
© 2018 Copyright is held by the owner/author(s). learning strategies, technologies in use, design, pedagogies,
ACM ISBN 978-1-4503-6558-1/18/12. experiences, success stories, challenges and evaluation of
https://doi.org/10.1145/3283458.3283492 implemented systems [2, 10, 13, 15]. The common practice has been
to use the classical learning theories of Behaviorism, Cognivitism and
Constructivism to guide the design, implementation and delivery of e-
learning. However, even with these theories’ enormous contribution;
there are some shortcomings in their application to e-learning and
thus they cannot be used to address everything that goes on in e-
learning [13]. This is so because; e-learning is a hybrid term of “e”
and “learning” implying that there is something distinctive about e-
learning that makes it different from conventional learning. Thus, a
blanket application of classical theories of learning to e-learning shall
not work since e-learning is different from conventional learning in
Formulating an E-learning Theory R. Kibuku, et al.

many ways [2, 13]. In 2005, Connectivism theory of learning dabbed iv. Establish the variables that are missing in the classical theories
the learning theory of the digital era emerged; which also has some with a view to extend the connectivist theory into an e-learning
inadequacies. This study therefore sought to identify the lacunae that theory.
exist in these theories of learning with a view of extending the
v. Test and validate the theory.
connectivist theory to an e-learning theory. Such a theory will
therefore give e-learning practioners, providers and policy makers and To achieve objective (i) and (ii) above, the study used the
systems designers, a platform to interrogate the complex Scoping Review; which is a technique used to map the key concepts
technological, social, pedagogical and organizational interplay in the underpinning a research study to the main sources of the literature [8].
practice. Scoping review is useful in studying trends in a relatively new area
such as e-learning where ideas and evidence are still evolving and
RESEARCH OBJECTIVES AND METHODS emerging [5, 16]. It was used to compare and integrate findings from
This research study seeks to:- past studies with the aim of identifying the major themes or constructs
i. Identify the contributions of classical learning theories to e- running across the available body of literature. The identified
learning. materials were then synthesizes and a thematic narrative of the
findings was made. Table 1 below, shows the summary of steps,
ii. Establish the shortcomings of these theories as applied to the e- activities and outcomes of scoping review technique [3] as employed
learning practice. in this study.
iii. Determine the extent to which e-learning design, implementation
and delivery are influenced by the classical theories.
Table 1: Scoping Review Steps, Activities and Outcomes.
Step/Activities Outcomes

 Identify research question(s )  What are the contributions of classical learning theories to e-learning?
 What are the shortcomings of these theories in their application to e-learning?

 Identify key terms and use Primary Search Secondary Search


them to find pertinent
studies The following are the key terms used for the primary A secondary search was done depending on the
search of literature:- results of the primary search and the following
were the key terms used:-
 Learning
(NB: this step is divide into two sub-  E-learning  Behaviorism
steps: Primary search and secondary  Learning theories  Cognitivism
search)  E-learning theories  Constructivism
 Pedagogy  Situated Learning/Social Constructivism
 Learning Pedagogical models  Connectivism
 E-learning pedagogical models  Contribution of learning theories to e-
 Historical perspectives of e-learning learning
 Theoretical perspectives of e-learning  Criticism of learning theories

 Select the related studies The literature review was conducted from a total seventy three (73) documents, as follows:-

 The primary search the yielded thirty-eight (38) journal articles and three (3) books.
 The secondary search yielded eighteen (18) journal articles and two (2) book chapters.
 Three (3) journal articles were used to inform the Scoping Review technique for Literature Review.
 Six (7) Journal articles and two (2) books were used to inform the Grounded Theory (GT)
Methodology

 Extract the major themes The major themes that were running throughout this available literature includes:-
and constructs
 There are no e-learning theory (ies) specifically stipulated for e-learning.
 The practice has been to use the classical learning theories of Behaviorism, Cognitivism,
Constructivism and Connectivism to underpin certain areas of e-learning.
 There exist certain lacunae/gaps/inadequacies in the classical learning theories, thus they cannot be
used to underpin/explain everything that happens to e-learning.

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Formulating an E-learning Theory R. Kibuku, et al.

 Integrate, summarize and E-learning is different from learning and thus there is need for a theory specifically stipulated toward that
report the findings end. This study does not suggest that we throw away the contributions of the classical theories. It instead
proposes to extend the Connectivism theory into an e-learning theory to include certain of the gaps that were
identified by this literature review.

To achieve objective (iii) the study will use the Observation study in this research is that, it renders itself to GT since it allows
Method to establish the design, implementation and delivery features detailed, in-depth data collection from its context. KCA University
of the current e-learning systems that are informed by the classical has two e-learning modules: blended and Distance Learning (DL).
learning theories. The blended e-learning is classroom-based instruction offered to the
regular students supported by use of ICTs. DL module is purely
To achieve objective (iv), Grounded Theory (GT) will be used
asynchronous on-line learning using the MOODLE as their e-learning
since it allows the formulation of new context-specific (substantive)
platform, with a period two weeks of face-to-face interaction at the
theory that is grounded in data [6, 18]. In this study, GT refers to both
end of the trimester. This study will apply itself to the distance
the process as well as the output (theory). GT is essentially an
learning module.
inductive methodology of carrying out research with the aim of
getting an in-depth understanding (qualitative inquiry) of a subject To achieve objective (v), an Experiment consisting of two
matter (e-learning in the case of this study) especially where current groups; the control and the experiment group will be used to test the
literature and extant theories do not offer adequate explanation(s) [7]. theory. The control group will be taught using the current e-learning
GT will also give the researcher the opportunity to deeply get system before the proposed theory. The experiment group will be
involved with in the social and cultural context of the respondents in taught using the updated e-learning system with new/additional
an e-learning environment; by observing them, asking them questions features added after the new theory is formulated. We shall then
and listening to their responses and thus allowing exploration of the e- compare the outcomes of the two groups to see the effect of the new
learning devoid of any assumptions or preconceptions from literature theory. We will use focus groups to validate the theory.
and extant theories. The Charmaz version [6] of GT will be used in
this study, with a combination of Theoretical Sampling and LITERATURE REVIEW
Theoretical Saturation during the data collection, analysis and memo Some studies in the past have observed that there are no theories
writing. Through constant comparative analysis of the data collected, of e-learning per se; only enhancement of the learning theories to
the researcher will extend the substantive connectivist e-learning include the use of technology in learning [10, 13, 14]. This e-learning
theory. The data needed relates to the variables and their theoretical perspective gap was identified in the Handbook of E-
characteristics where gaps exist or where variables are not adequately Learning Research; which reported that “what has been lacking in
accounted for in extant theories. Such gaps exist in variables such as the literature is a work that emphasizes key theoretical frameworks
technology, e-learner, e-tutor, e-content, interaction and collaboration. that underpin the field, addresses the complex interplay of technical,
The technology characteristics that need further exploration include social, and organizational aspects of e-learning endeavors, and the
ICT infrastructure availability, accessibility of the e-learning relationship between research, theory, practice and policy” [1]. The
platform, bandwidth availability and affordance, cost of technology, common practice has been to apply the classical learning theories of
interaction design and usability of the interface. The e-learners’ behaviorism, cognitivism and constructivism in the e-learning
characteristics to be explored further include: age difference, gender, practice. While this study is not seeking to undermine the contribution
motivation levels, interest, learner autonomy, ICT literacy, e-learning of the classical theories, it is of the view that a blanket application of
readiness, cultural differences, conflicting priorities, specific roles and learning theories to e-learning practice may not work because e-
activities of e-learner, and attitudes towards technology and e- learning is different from conventional face-to-face learning in a
learning. The e-tutor characteristics that need further exploration number of ways. A study entitled “Does Online Education Need a
include; age, gender, motivation, attitudes, ICT skills and Special Pedagogy?” highlighted the differences between the two. The
competencies and e-pedagogical preparedness. The e-content issues to key differences include: course structure, content format, learning
be considered include content design, presentation, sequencing, environment and process, instructional tools, content presentation,
readability, inclusion of multimedia, adequate instructions, up-to-date learner objectives, attitudes, learning skills, interaction,
content, inclusion of objectives and consistency with learning communication, collaboration, autonomy, motivation and interest as
objectives. For the collaboration variable, we will explore the well as learner relationships within the group, with the tutor, and the
activities that constitute collaboration, the behaviors that define real world outside the campus [15]. Further, a study entitled “A
collaboration, initiation and floor management the interactions, Theory for E-learning”, also highlight the lack of an e-learning
engagement and participation levels in a collaborative sessions and theory; this study further went ahead to propose a ten point
group work, the choice of tools for that collaboration, how to relate to hypotheses (principles) of e-learning as a platform for the e-learning
the new tools, and how to focus on the subject matter and not on the theory debate; however the study failed to formulate an e-learning
technology. The data collection methods that will be used include theory or update an existing one to include e-learning [11]. Another
participant observations, semi-structured interviews and focus groups. study entitled “Review of E-learning Theories, Frameworks and
A case study of KCA University will be used where the “case” refers Models”, alluded to the absence of e-learning theories and application
to the object of the study (where the data will be collected from) as of classical learning theories in e-learning. While this study reviewed
opposed to the methodology [7]. The justification of using a case the major contributions of the classical learning theories to the e-

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Formulating an E-learning Theory R. Kibuku, et al.

learning practice it failed to present the inadequacies of these learning sufficient, well established and are currently used, after being adapted
theories as applied to e-learning practice [10]. A study entitled “Does to the new demands of e-learning with great success [2, 12].
E-Learning Require a New Theory of Learning? Intial Thoughts”, However, the differences between conventional learning and e-
highlighted the critical differences between traditional and e-learning learning are sufficient enough to justify the development of a new
and thus made a case for an e-learning theoretical framework but theory (ies) for e-learning. From the foregoing literature as
again failed to formulate the e-learning theory [2]. A study entitled “Is summarized in Table 2 below, there exist certain lacunae in e-learning
E-Learning Based on Learning Theories? A literature Review”; found that these classical learning theories do not either account for or
out that the available literature were mainly descriptions of success adequately address.
stories and challenges that were based on classical learning theories
but failed to present the consequences of lack of an e-learning theory RESEARCH FINDINGS AND STATUS
though they stated clearly that there was the need to formulate an The research study has achieved objective (i) and (ii) above by
carrying out a review of existing literature by use of scoping review
explicit e-learning theory [12]. Having justified the need for an e-
techniques. The researcher read a total of seventy two (73)
learning theory, the study entitled “Does Online Education Need a documents: sixty five (66) journal papers, five (5) books and two (2)
Special Pedagogy?”; made an attempt to formulate a pedagogical book chapters. The results of the contributions of classical theories to
framework which heavily relied on the classical learning theories but e-learning as well as the inadequacies of these theories are
never formulated an e-learning theory [15]. The proponents of the use summarized in Table 2 below. These inadequacies form the research
of learning theories in e-learning argue that, e-learning represents gaps that will be addressed in this study going forward in objective
“merely another site for learning” [2]. Some researchers and (iii) and (iv) The study is in the data collection stage. Chapter 1,
educators may disagree that new or a modified e-learning theory (ies) Chapter 2 and Chapter 3 of the Thesis document are now complete.
should be formulated, under the guise that classical theories are

Table 2: Summary of Contributions and Shortcomings of Classical Learning Theories to E-learning


Classical Contribution To E-Learning Inadequacies/Shortcomings/Criticisms/Lacunae/Gaps
Learning Theory

Behaviorism  Advocates for observable and measurable behavior as  Not all behavior can be observed and measured thus
an indicator of learning. encourages learners to learn to do as opposed to learning to be.
 Allows for sequenced instructional steps  The tutor is active(tutor-centered) while the learner is passive
 Advocates for t is structured learning content  Lack of social presence
 It is appropriate for teaching and learning simple  Failure to account how learners make sense of stimuli
concepts before progressing to complex ones.
 It is also appropriate for teaching and learning tasks
that require drilling, practice, operation,
demonstration, procedure and skill
Cognivitism  Argued the learning is an active process of  The tutor is active (tutor-centered) while the learner is passive
information processing that involves memory,  Lack of social presence and learner active participation in the
attention, thinking, reflection, abstraction, motivation, learning process
concept formulation and meta-cognition.
 It advocates for fine-grained content to prevent
learner from memory overload.
 It allows for the inclusion of activities in the learning
content and process for different learning and
cognitive styles.
 It advocates for the use of all senses in the learning
and teaching process.
Constructivism  Advocates for learner-centered learning  It is a theory of learning and not a theory of teaching –the role
 Advocates for group interactive learning of the teacher diminishes under this theory
 Advocates for collaborative and cooperative learning  It is difficult to make meaning of content with a passive
 Advocates for knowledge construction learning teacher or spatially and temporal separated teacher.
 Advocates for discovery learning and critical thinking  Theory fails to account for cultural differences in which the e-
 It is a theory of meaning-making kind of learning learner exists.
 Advocates for authentic learning  Failed to define the nature of collaborative and interactive
behaviors in e-learning

Social  It emphasizes the social context of the learner and  It is a theory of learning not a theory of teaching –the role of
Constructivism Situated Learning. the teacher diminishes in the context of social constructivism.
 It also emphasizes on authentic learning.  It is difficult to make meaning of content with a passive
teacher or spatially and temporal separated teacher

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Connectivism  It emphasizes on connectedness of the learners by use  The role of the tutor is not defined
of the modern technology in order to create learning  The nature of collaborative behaviors are not defined
networks and communities.  The choice and role of the technologies is not informed from a
 It also emphasizes on knowledge organization with in theoretical perspective
the network of learners.  Knowledge need to be authenticated before sharing. This
cannot happen with a passive tutor.

ACKNOWLEDGEMENTS
This PhD research is funded by the National Research Fund (NRF) Kenya

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