Professional Documents
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research-article2020
REL0010.1177/0033688219893119RELC JournalAtkinson
Article
RELC Journal
Dawn Atkinson
Montana Technological University, USA
Abstract
Although the ELT (English Language Teaching) materials development literature points to the
influence of classroom experience on materials design, the literature is less specific about how such
experience affects skilled textbook writing. Drawing primarily upon concurrent verbalization and
pre- and post-concurrent verbalization interview data collected from two expert ELT textbook
writers as they produced coursebook content, this study finds the participants tapped their
English language teaching and teacher training experience – with experience operationalized here
as knowledge and skills developed as a result of time and effort spent operating in a domain
– during writing episodes when using problem-solving skills, navigating constraints, applying
pedagogical reasoning skills, and engaging repertoire. The participants, in other words, were able
to effect transfer from the neighbouring domains of English language teaching and teacher training
to the expertise domain of ELT textbook writing, demonstrating adaptive expertise. This study
demonstrates the usefulness of collecting data while participants are writing to discover how
transfer effects and adaptive expertise are realized in real-time work and thus makes an important
contribution to the research field of materials development. In addition, the results of this study
may benefit teachers who look to textbooks for guidance as they develop pedagogic confidence.
Keywords
ELT textbook writing, materials development, teacher training, adaptive expertise and transfer,
concurrent verbalization
Corresponding author:
Dawn Atkinson, Montana Technological University, 1300 West Park Street, Butte, Montana 59701, USA.
Email: DAtkinson@mtech.edu
2 RELC Journal 00(0)
a domain (Ericsson et al., 1993). Because of the work and years that go into developing
superior knowledge and skill in an area, expertise is domain-specific (Ericsson and
Lehmann, 1996); nevertheless, transfer of skills and knowledge to adjacent expertise
domains has been known to occur.
Salisbury (2005), for instance, detected transfer effects while investigating how teach-
ers with little or no experience of exam-item writing and expert participants who wrote
listening test questions for international EFL (English as a Foreign Language) examina-
tions constructed listening exam items. She found that many of the expert participants
drew upon a combination of knowledge and skills developed through experience in test
marking, oral examining, EFL teaching, textbook writing, and other-skills exam-item
writing when producing test questions. Salisbury (2005: 76) concluded that these influ-
ences resulted in a ‘dynamic or adaptive expertise system,’ with time and effort spent
operating in adjacent domains influencing the participants’ effectiveness in listening
exam-item writing.
Salisbury’s study points to transfer effects amongst domains that share a common
knowledge base, and these are realized by individuals who call on adaptive expertise ‘to
apply meaningfully learned procedures flexibly and creatively’ (Hatano, 2003: xii).
Adaptive experts, thus, ‘transfer learning to novel tasks within and beyond the initial
domain’ (Kimball and Holyoak, 2000: 118) in order to derive benefits.
Similar to Salisbury (2005), Wineburg (1998) discovered adaptive expertise at work
when investigating how historians who operated in different specialty areas interpreted
historical documents. He concluded that adaptive expertise characterized the operations
of one participant who was unfamiliar with the subject area covered in the documents:
regardless of this dearth of knowledge, the participant synthesized the information pro-
vided in order to interpret it. As this adaptive expert engaged with the documents – and
found challenge in interpreting them – his knowledge base consequently expanded.
Wineburg (1998: 337) suggested that this finding accorded with the concept of knowl-
edge transforming present in Scardamalia and Bereiter’s (1991) expertise theory: the
adaptive expert’s knowledge supported his ability to interpret the documents, but his
manner of working with the documents also became part of what he knew, reflecting a
bidirectional process.
In case study research that aimed to discover what characterized expertise in ELT
textbook writing, Atkinson (2013) also found transfer effects and adaptive expertise pre-
sent in the work of two participants while investigating the processes (steps) and prac-
tices (behaviours or characteristics) they described and displayed during textbook
development. In particular, the participants were found to tap knowledge and skills
gained in the associated domains of English language teaching and teacher training when
writing ELT textbooks.
While drawing on data collected during the development of Atkinson (2013), the
current study expands that research by delving into specific ways transfer is realized in
the work of two expert ELT textbook writers to answer the following research question:
How is adaptive expertise exhibited during textbook-development episodes? This study
finds that the participants bring their English language teaching and teacher-training
experience to bear during textbook development when using problem-solving skills,
navigating constraints, applying pedagogical reasoning skills, and engaging repertoire.
Atkinson 3
The participants’ adaptability means that they are not context-bound in terms of prob-
lem solving since they may refer to their work in the adjacent domains when operating
within the expertise domain of ELT textbook writing. In expertise research, a problem
refers to an objective without a definitive means for achievement (Bereiter and
Scardamalia, 1993: 83), and writing expertise demands problem solving since writing
goals may be met by following any number of indeterminate solution pathways
(Kellogg, 2018: 413). Akin to Salisbury’s (2005) conclusion then, I contend that those
domains adjacent to ELT textbook development in which the two participants in this
study were involved interacted with textbook-writing expertise in a dynamic way. In
short, the neighbouring domains may inform and may similarly be informed by ELT
textbook development.
Although the applied linguistics literature recognizes the influence of teaching experi-
ence on materials development (see, e.g., Mares, 2003), the existing literature is less
specific about how teaching experience influences textbook development. Johnson
et al.’s (2008) research, which investigated the real-time textbook evaluation procedures
used by three English language teachers with varying amounts of classroom experience,
represents an outlier case since it identified how participants called on their teaching
experience during a textbook evaluation session – with evaluation representing one stage
of materials development. The research findings reported in the current study similarly
point to the advantages of collecting data from participants during textbook-develop-
ment episodes – for instance, by using concurrent verbalization whereby a participant
expresses his or her thoughts aloud while carrying out an activity – to determine how
neighbouring-domain influences, such as English language teaching and teacher train-
ing, impact textbook writing.
linguistics literature (see, e.g. McGrath, 2013). Textbooks, thus, serve as teacher-training
resources and, by extension, reflect the teacher-training skills of their authors.
While ELT teaching and teacher-training skills may contribute to the development of
coursebooks, few sources reveal how these skills play a part in the real-time production
of content. Instead, as Samuda (2005: 235) acknowledges, the materials-development
literature is largely comprised of reflective accounts of past textbook-writing projects,
which are based on authors’ perceptions of how they write. Although reflective accounts,
such as those shared in Bell and Gower (2011) and Prowse (2011), provide insight into
the complexities involved in skilled ELT materials writing, the current study takes the
view that new and potentially different insights about textbook writing can be gained by
exploring textbook-development episodes to determine how expert ELT textbook writers
apply adaptive expertise while drawing from adjacent skill sets to transfer and store
knowledge in their products. Thus, this study is intended to supplement the extant body
of materials-development literature by revealing specific ways transfer occurs while
writers are working.
disabilities and literacy and mobility issues during data collection; this package was
designed for use in both adult education courses and in non-formal educational contexts,
such as rehabilitation centres, in various European countries. According to the partici-
pant, the educational aims of the textbook were ‘more to do with social inclusivity and
self-esteem than with specific cognitive or knowledge goals’ since ‘[languages] have
often been regarded as too difficult for students with learning difficulties’. TW1 helped
select topics for inclusion in the textbook and composed most of its 10 units over roughly
one year while I gathered data. TW2 wrote the majority of her 20-unit coursebook, tar-
geted for secondary school students in a particular country in Africa, during roughly
seven months while I gathered data. Her project required that she follow a national syl-
labus issued by the country’s education ministry, and her teaching and teacher-training
experience in the country helped her identify content the ministry would look favorably
upon when approving books for use: her book, for example, included 16 content units
accompanied by four revision units intended to help learners prepare for a high-stakes
national exam they would take in the same school year. Although the research focussed
on just two participants, I reasoned that I might be able to detect stable aspects of ELT
textbook-writing expertise by exploring how TW1 and TW2 undertook dissimilar pro-
jects. The longitudinal nature of data collection and the volume of data gathered during
whole-textbook development also necessitated a focus on just two participants to ensure
the feasibility of project completion.
any one method, helping to build trust in the research. Before and after concurrent ver-
balization sessions, I thus asked the participants semi-structured interview questions to
inquire about their textbook-writing, teaching, and teacher-training experiences; their
educational qualifications; their writing procedures; their approaches to projects; and
their perspectives on textbook development. I also emailed the participants questions
that arose outside of the face-to-face data-collection meetings. In addition, TW1 took
part in one stimulated recall session, during which I asked him to comment upon a
think-aloud protocol (the record of a concurrent verbalization session), while TW2
completed one diary entry, in which she discussed background on her textbook project
and her ideas for tackling it. However, both participants subsequently indicated that the
concurrent verbalization and interview sessions provided them with ample opportunity
to share their ideas regarding textbook development; as a result, I did not collect addi-
tional stimulated recall or diary data from them. This decision reflects the flexible
nature of qualitative research design, which necessitates that investigators respond to
research circumstances as they emerge.
The use of concurrent verbalization, interview, stimulated recall, and diary methods
– and subsequent data transcription – resulted in 620 pages of data, which I coded using
qualitative content analysis. Thus, rather than predetermining codes at the outset of anal-
ysis, I derived them from themes detected in the data, with subsequent rounds of coding
revealing, in ever-increasing levels of detail, links in the data. Since analysis revealed
that variable-sized pieces of data reflected units of meaning, I applied codes to words,
phrases, sentences, and short paragraphs, as Kim (2010: 123) did when investigating
expertise in EFL textbook evaluation. As the following discussion indicates, coding
revealed a number of salient themes across TW1 and TW2’s data sets.
if I’m doing. . .mainstream ELT materials. . .I’m assuming a far greater ability to cope with
language. . .they’ve never met before. . .students who can. . .happily ignore bits that they
don’t understand. . .or work them out. . .from context. . .the feeling is. . .with. . .this group
that if you had. . .quite a bit of unknown language in there it would. . .demoralize them.
To tailor his textbook for the learners, TW1 prioritized flexibility by incorporating an
inventory of options into its design. The inventory of options provided multiple ways of
Atkinson 7
utilizing the book, which TW1 articulated in accompanying teacher’s notes, and it
meant that teachers could customize the textbook to meet the needs of learners with
variable levels of ability who would use the book in various educational contexts, such
as in rehabilitation centres and adult education classes. When developing a unit focussed
on travelling and vacations, for example, TW1 brainstormed ways to encourage stu-
dents to practise vocabulary relevant to the unit topic, vocabulary that was initially
presented in a video listening segment. In one option for a practice activity, he asked
students to listen for and repeat the names of countries mentioned in the video. In
accompanying teacher’s notes, he also adapted the option for students who might strug-
gle with the task, as he articulated during a concurrent verbalization session: ‘To make
it easier you could put France and Switzerland on the board. . .and ask them to choose
the right one’.2 To accommodate learners who might appreciate greater challenge, TW1
also provided another option, which involved practising other language used in the
video. By incorporating an inventory of options, TW1 thus negotiated the constraint of
learner level while prioritizing the accessibility of the textbook, and he engaged his
pedagogical reasoning skills by envisioning in detail how the textbook’s activities
would be actualized in practice.
In addition to learner level, TW1 also addressed the constraint of learner literacy by
providing a number of options during textbook design. Demonstrating his pedagogical
reasoning skills and his attentiveness to learner needs, he again presented these options
in the teacher’s notes as adaptations that could be made to textbook activities based on
learner circumstances. He demonstrated this approach during a concurrent verbalization
session while designing a unit to do with health:
I’ll address this to the teachers. “You need a large drawing of a human body. . .and some
stickers. . .with the English word on one side and the L1 word on the other.” Yah I like this.
Unusual. . .type of activity for me but never mind. . . “some sticky labels with the English
word. . .for parts of the body on one side and the L1 on the other. . ..The students put the labels
on the body with the English word facing up.” OK fine now what happens if they can’t read in
their first language?. . ..You know in that case if they can’t read. . .the teacher could read out
the word in L1 and then get them. . .to stick it on the parts of the body with the English word
facing up.
TW1 revealed during a pre-concurrent verbalization interview that the constraint of lit-
eracy caused him to consider his teaching experience – operationalized here as knowl-
edge and skills developed as a result of time and effort spent operating in the domain – in
order to develop practicable activities for the textbook’s target audience of special needs
learners: ‘I had some refugees who weren’t literate so that made me realize how much
my own teaching depends on the written word’. As a result, TW1 was able to devise
textbook activities that did not rely on the students’ ability to read or write. He thus
applied adaptive expertise to transfer knowledge gained in the domain of English lan-
guage teaching to the neighbouring domain of ELT textbook writing. And the first tran-
script excerpt in this paragraph reveals that when applying adaptive expertise, TW1 both
used his knowledge during problem solving and extended it as a result of problem solv-
ing. He was thus able to develop activities that he judged as being ‘unusual’ in
8 RELC Journal 00(0)
comparison to what he had produced in the past. Similar, then, to the adaptive expert in
Wineberg’s (1998) study, problem solving for TW1 reflected a dialectical process in
which extant knowledge was both engaged and expanded. This observation accords with
Scardamalia and Bereiter’s (1991: 190) expertise framework, which contends that
experts advance their domain knowledge by tackling problems that push their existing
levels of competence.
TW1 also applied pedagogical reasoning skills while considering the incorporation of
activities from his repertoire, with repertoire reflecting his textbook-writing and teaching
experience, as well as knowledge of what had worked in the past. However, TW1 dem-
onstrated that his use of repertoire did not sidestep the intricacies involved in writing an
original textbook for a specific target audience and pedagogical context; instead, reper-
toire represented a baseline of extant knowledge from which instantiation and complexi-
fication of the book’s content could proceed. While producing the textbook unit focussed
on health, for instance, TW1 acknowledged that he drew upon an existing repertoire of
activity type; however, he also complexified its design by adding dimensions to the
activity type while considering the target group of learners who may have never experi-
enced such an activity before:
I’ve got as far as. . .talking about everyday ailments and. . .the standard exploitation of that is
then to go into a doctor patient role play. . .I have done it several times before but maybe they
haven’t so I might put it down. . .as an option. . ..I think they could probably do that with. . .a
bit of help from the teacher. . ..And I think it might work well with the teacher. . .and maybe
one of the stronger students modeling first. And it would be nice if the teacher had some picture
or. . .realia to show that they were playing the part of a doctor a toy. . .stethoscope or
something. . .I’m not sure whether to phrase this as an option or put it in the main body I’ll put
it in the main body now. . ..the teacher could use a picture of a toy stethoscope. . ..despite what
I said earlier. . .I’m gonna suggest. . .that the students do the role play and it might be quite
difficult but they could do it in a mixture of first language and second language. . ..I think
that. . .gives it a bit more scope.
Here, during concurrent verbalization, as TW1 thought carefully about the activity type
intended for inclusion in the unit, he also added to it a progressive sequence of difficulty
while remaining mindful of the relevance and challenge the activity presented for target
learners. By visualizing different ways the activity type could be employed in practice,
he was demonstrating his ability to draw from his teaching experience while integrating
his ideas into the textbook in ways that would work for the learners. And TW1’s use of
repertoire in this example evidences deployment of the highly connected store of domain
knowledge – reflective of years and work spent developing textbooks and teaching – that
he holds and brings to bear as an expert during textbook-writing episodes.
Similar to TW1, TW2’s data set provides evidence of the participant engaging reper-
toire, derived from her textbook development and teaching experience, to lay a founda-
tion for unit content from which further design work could proceed. For instance, while
developing a unit focussed on the topic of life in the future, TW2 expressed during con-
current verbalization that she was drawing on her design repertoire of activity types to
generate content:
Atkinson 9
I could do the sort of thing that I’ve done before with relatives which is kind of joining two
sentences. . ..let’s do that. . .. ‘Join the following pairs of sentences together using the relative
pronoun. That’3. . ..then I usually give an example. . ..Let me have a look at these passages I
think there are a couple of examples in the passage. . ..OK ‘all the latest clothes are in very thin
plastic that is very comfortable to wear.’ Right. That’s an example. . ..maybe I can start. . .by
asking them to find examples. . ..Ah there are three examples in the first two paragraphs of the
fashion section. . ..OK so I’ll get them. . .to find three examples. . ..OK that’s. . .for starters.
I’d done something like that once as a communicative activity when I was teaching. . ..And it’s
worked well for me in the past. . ..I’ve got an idea of the kind of activity that works and what
doesn’t work.
Connecting themes raised in this paragraph’s transcript excerpts, as TW2 engaged reper-
toire drawn from teaching experience during design episodes, she demonstrated adaptive
expertise by transferring knowledge and skills gained in an adjacent domain of operation
into the expertise domain of ELT textbook writing. Her store of repertoire – ‘specialized
knowledge possession’, which is a representation of the well-developed and highly inte-
grated knowledge base that experts possess (Johnson, 2003: 93) – reflected the effort she
had devoted to honing her teaching skills and the positive effects of that effort, which
traced their results on her approach to textbook writing.
Similar to TW1, TW2 engaged pedagogical reasoning skills during data collection by
calling upon experience gained in the associated domains of English language teaching and
teacher training to apply it to the expertise domain of ELT textbook writing. She activated
these reasoning skills, for example, when developing textbook content that prioritized cul-
tural appropriacy in terms of the particular educational context for which she was writing:
you’ve always got to be careful that what you’re writing will be accepted. . .you’re not using
activities that is too way out. . .for a very formal school situation. . .They have to be able to be
handled in the class. . ..it’s very much a teacher centered. . .learning situation. . .and so if you
do things that teachers don’t agree with. . .they won’t use them. . .if you do things that the
teachers will find too difficult to conduct or too threatening in that there’s too much noise in the
classroom or something like that so. . .you’ve always got to be thinking of the actual classroom
situation. . .as you write. Is this activity doable and acceptable to both teachers and pupils.
and developed her book with both teachers and learners in mind. TW2 also drew upon
her teacher-training experience when formulating textbook content to create a list of
components that were essential for inclusion. While taking into account the educational
context in which her book would be used, she discussed the importance of focussing on
test preparation, for instance, to accommodate the needs of learners and teachers who
would look to the textbook who would look to the textbook for this content:
their tests scores are very important at this age. . ..so for that reason I don’t want to neglect. . .
the grammar which is what the. . .exam is based on. . .mainly the. . .language part of it. . ..I’m
very familiar. . .because. . .I taught in a teacher training college. . .and then. . .I worked with
the British Council in English language advising training teachers. . .I. . .had a lot of. . .
experience in schools there. . .I’ve sat in goodness knows how many schools observing
teachers. . .so I know what people want and I know. . .they need to pass exams. . .to get
anywhere.
During this interview session, TW2 acknowledged the realities of the educational con-
text for which she was writing and, to cite Byrd (1995: 8), ‘the realities of the classroom
interactions of teachers and students in particular settings who are trying to realize par-
ticular goals’. Thus, TW2’s experience in the neighbouring domain of teacher training
helped her centre her textbook on practical content that would resonate with target audi-
ences. In summary, by applying her teaching and teacher-training experience to the
domain of ELT textbook writing, TW2 was able to achieve the transfer of knowledge and
skills that accompanies adaptive expertise.
As was the case with TW1, TW2’s project brought constraints to be negotiated during
writing episodes, which the author also addressed by engaging pedagogical reasoning
skills. While TW2 discussed the writing of teacher’s books during concurrent verbaliza-
tion, for instance, the constraint of access to the books came to light:
when I write down these instructions. . .I write it in. . .some detail because a lot of the teachers
will not have access to the teacher’s books. What. . .happens when the textbooks are sent out
and bought by schools. . .the publishers usually include several teacher’s books free with every
certain number of. . .pupil’s books. . ..But what happens is that they either get lost in cupboards
or certain teachers make off with them and many teachers actually don’t have. . ..A teacher’s
book to refer to.
While access to teacher’s books was an important factor to consider in terms of the
national context for which she was writing, TW2 also shared her view of teacher’s books
during concurrent verbalization, revealing another constraint to be navigated: ‘Teacher’s
books are often full of dense instruction. . .and they’re very off putting’. Although TW2
acknowledged two formidable challenges associated with teacher’s guides, she applied
pedagogical reasoning to deliver a guide in a useable format that was designed with
instructors in mind, while simultaneously minimizing the need for access to it, as the
following concurrent verbalization excerpt indicates:
what I try and do when I’m writing the teacher’s books is to. . .bullet the points to make them
a little bit more accessible but what. . .I try mainly to do is to make sure in the pupil’s book the
Atkinson 11
activities are easy to understand and. . .the teacher can. . .work out what to do with the activity
from the pupil’s book without having to look at the teacher’s book.
TW2 thus called upon her experience as an ELT teacher and teacher trainer to determine
what was optimally beneficial for instructors in terms of teacher guidance, and she trans-
ferred this adjacent-domain knowledge to the expertise domain of ELT textbook writing,
thus demonstrating adaptive expertise.
Similar to TW1, the complexities associated with TW2’s textbook-writing project
also necessitated the use of advanced problem-solving skills that called for adaptive
expertise – in particular, when considering the set syllabus for her textbook. To elaborate,
the textbook TW2 wrote during data collection was the fourth in a series. While the first
three books adhered to a structure-based syllabus established by the ministry of educa-
tion where the books would be used, the ministry revised the syllabus prior to TW2 start-
ing work on book four, resulting in a function-based syllabus that emphasized
communicative competence. Although TW2 was not required to focus on structures
when using the new syllabus specifications, she was nevertheless aware that the national
exams students would take still placed considerable emphasis on knowledge of struc-
tures, and she did not want to neglect this focus when developing book four, as she
explained in her diary entry:
I’m loath to leave out the language in book four. . ..because where the new syllabus has
changed. . .the exams haven’t changed at all. . .I feel not to put the structures in. . .is going
to. . .be a big problem for the pupils who have to do the exam. . ..I know. . .they need to pass
exams. . .to get anywhere. . ..so that’s why with this [book four in the series] I’m kind of
talking about structures and functions. . .and I’m trying to combine all the old syllabus. . .plus
the new syllabus.
TW2 thus complexified the design of book four by incorporating items from both the
structure- and function-based syllabi to address learners’ assessment needs and maintain
continuity within the design of her series. Her experience as a teacher and teacher trainer
in the country meant that she identified the disparity between the new syllabus specifica-
tions and what students would be expected to demonstrate on the national exam, and she
transferred the knowledge and skills gained from these associated domains to reconcile
the need for structure- and function-focussed content in her book, thereby demonstrating
adaptive expertise.
Funding
The author received no financial support for the research, authorship, and/or publication of this
article.
ORCID iD
Dawn Atkinson https://orcid.org/0000-0001-5933-4417
Notes
1. See Atkinson (2020) for a discussion of how the authors manage the rigours of deliberate
practice while writing their texts. This article also provides a description of the research
design and its limitations.
2. The single quotation marks indicate that TW1 is reading the teacher’s notes aloud.
3. The single quotation marks indicate that TW2 is reading the textbook aloud.
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