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Domain-specific self-regulated learning interventions for elementary school


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Article in Learning and Instruction · December 2023


DOI: 10.1016/j.learninstruc.2023.101810

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Learning and Instruction 88 (2023) 101810

Contents lists available at ScienceDirect

Learning and Instruction


journal homepage: www.elsevier.com/locate/learninstruc

Domain-specific self-regulated learning interventions for elementary


school students
Minhye Lee a, *, Sun Young Lee a, Ji Eun Kim b, Hyun Jae Lee c
a
Department of Education, Daegu National University of Education, Daegu, South Korea
b
Dorim Elementary School, Daegu, South Korea
c
Nogyang Elementary School, Gyeonggi-do, South Korea

A R T I C L E I N F O A B S T R A C T

Keywords: Background: Self-regulated learning has been deemed an essential skill that must be explicitly learned and
Self-regulated learning repeatedly practiced for young students. The need for research on teacher-led self-regulated learning in­
Classroom intervention terventions embedded in regular classroom instructions has escalated steadily.
Motivation
Aims: We aimed to investigate self-regulated learning interventions’ effectiveness led by teachers applicable to
Elementary school
Domain specificity
three primary subjects (i.e., writing, mathematics, reading) based on Zimmerman’s cyclical model of self-
regulated learning.
Samples: 214 Korean upper elementary school students participated in a series of three intervention studies
(nStudy1 = 70, nStudy2 = 69, nStudy3 = 75).
Methods: Trained homeroom teachers implemented the interventions—incorporating explicit instructions about
domain-specific strategies in writing (Study 1), mathematics (Study 2), and reading (Study 3)—in Korean
elementary school classrooms. Participants were assigned to one of the three groups: regular classroom in­
struction (REG), domain-specific strategy instruction (STR), and strategy instruction within the framework of
eight-phase self-regulated learning instruction (STR + SRL).
Results: Synthesized results revealed that the STR + SRL group used more self-regulated strategies, performed
better in achievement tests, and was less distracted by task-irrelevant thoughts than the STR and REG groups.
Conclusions: Our interventions are compatible with domain-specific instructions in multiple subjects and can
guide and prompt self-regulatory learning processes in elementary classrooms. Current findings also reiterate the
importance of the teachers’ role in research-based interventions to increase ecological validity and applicability.
We shed light on the potential mechanism that underlies the relationship between enhanced self-regulated
learning and motivational and cognitive outcomes.

1. Introduction consistent reminders regarding self-regulatory processes are combined


with subject-specific strategies during class, students easily utilize and
Self-regulated learning is pivotal in preparing students to be agentic apply self-regulated learning skills in multiple subjects (Dignath &
life-long learners in an unpredictable, dynamic, and ever-changing so­ Veenman, 2021; Zimmerman et al., 1996). In addition, the utilization of
ciety (Organization for Economic Co-operation and Development, a think-aloud approach by teachers or instructors to model cognitive
2018). Considering that self-regulated learning has been deemed an self-instruction has been particularly beneficial for students struggling
essential skill that must be explicitly learned and repeatedly practiced with impulse control (Meichenbaum & Goodman, 1971) and low
throughout life, early interventions for elementary school lower-grade achievement (Schunk & Gunn, 1985).
students are more effective than later interventions for secondary Unfortunately, research on teacher-led interventions embedded in
school students (Stoeger et al., 2014). In classroom settings, regular classroom instructions—compared with researcher-led in­
self-regulated learning can be better developed and transferred by terventions in controlled laboratory environments—is scant owing to
teachers (Callan et al., 2022). When teachers’ guided instructions and the former’s smaller effect sizes (Dignath & Büttner, 2008). Only a few

* Corresponding author. Department of Education, Daegu National University of Education, 219 Joongang-daero, Nam-gu, Daegu, 42411, Republic of Korea.
E-mail address: minhyelee@dnue.ac.kr (M. Lee).

https://doi.org/10.1016/j.learninstruc.2023.101810
Received 9 February 2023; Received in revised form 8 June 2023; Accepted 23 July 2023
0959-4752/© 2023 The Authors. Published by Elsevier Ltd. This is an open access article under the CC BY-NC-ND license (http://creativecommons.org/licenses/by-
nc-nd/4.0/).
M. Lee et al. Learning and Instruction 88 (2023) 101810

recent studies have included teachers as conductors of self-regulated goals (i.e., third phase) and developing comprehensive action plans (i.e.,
learning interventions in their regular subject-domain classes (e.g., fourth phase). Finally, an eight-phase cyclical model of self-regulated
reading, writing), incorporating domain-specific strategies (e.g., strate­ learning including self-assessment, task-analysis, goal-setting, strategic
gies for finding main ideas, mind mapping; Benick et al., 2021; Lau, planning, strategy implementation, strategy monitoring, strategy
2020; Merchie & Van Keer, 2016; Schünemann et al., 2013; Stoeger adjustment, and self-reflection, was developed and implemented as the
et al., 2014). Thus, in the present series of intervention studies, we primary framework of interventions in these studies (Appendix A).
developed teacher-led self-regulated learning interventions applicable
to three primary subjects—writing (Study 1), mathematics (Study 2), 1.2. Domain-specific self-regulated learning interventions
and reading (Study 3)—in authentic elementary school classrooms. We
examined the effects of self-regulated learning interventions on Self-regulated learning should be taught with specific subject matters
elementary school students’ motivation and performance in comparison or content domains (Alexander, 1995) because students develop cogni­
with two control groups, as follows: (1) control intervention groups, tive skills, behavioral tactics, and motivational beliefs in a highly
who were taught domain-specific strategies only without instruction domain- and context-specific manner (Bong, 2001). Students who have
regarding self-regulated learning; and (2) no-treatment groups, who learned about self-regulated learning as decontextualized general stra­
were exposed to regular classroom instructions. tegies might struggle to transfer and apply the knowledge to specific
subject domains (Boekaerts, 1997). This phenomenon is commonly
1.1. Zimmerman’s cyclical model of self-regulated learning witnessed in elementary school students as novice learners unfamiliar
with self-regulatory processes and content knowledge. For this reason,
Among several models of self-regulated learning, Zimmerman’s most extant interventions to boost elementary school students’
(1986, 1989, 2000, 2013) cyclical model of self-regulated learning, self-regulated learning are embedded in a particular subject domain,
which is based on social cognitive theory, has been widely accepted and such as reading or writing, mathematics, social science, or science
considered effective, particularly for elementary school students (Pan­ (Dignath et al., 2008).
adero, 2017). The model posits that self-regulated learning is a series of Additionally, self-regulated learning should be taught with domain-
cognitive, metacognitive, motivational, and behavioral processes to specific cognitive strategies that students can use during the self-
plan, control, and reflect on one’s learning (Zimmerman, 2000). More regulatory processes (Benick et al., 2021; Lau, 2020; Stoeger et al.,
precisely, there are three self-regulatory phases as follows: (1) The 2014). Without sufficient knowledge regarding strategies used in a
forethought phase—to analyze a task along with setting goals, strategic particular domain, students might be unable to circulate the
planning, and preparing oneself with motivational beliefs and self-regulated learning cycle of planning, implementing, monitoring,
self-diagnosis about one’s current cognitive and motivational state; (2) and adjusting strategy phases effectively (Zimmerman, 1989). In this
the performance control phase—to manage and monitor one’s progress sense, a few intervention studies expected synergistic effects of
during task performance based on the goals and plans established in the self-regulated learning instruction embracing strategy instruction
forethought phase; and (3) the self-reflection phase—to evaluate one’s (Glaser & Brunstein, 2007; Guthrie et al., 2004; Lau, 2020; Stoeger et al.,
outcome and feedback concerning the self-reflective information in the 2014). According to these studies, teaching domain-specific strategies
upcoming forethought phase. (e.g., underlining, highlighting, and/or mind mapping to find main
Although Zimmerman’s (2000) cyclical model contains multiple ideas in a text) combined with metacognitive or self-regulatory strate­
sub-processes within each phase, owing to its complexity, a simplified gies (e.g., goal setting, planning, monitoring) is more effective than
version has been adopted for elementary school students (Stoeger et al., teaching strategies alone.
2014; Stoeger & Ziegler, 2005; Ziegler & Stoeger, 2005). The simplified Although the cyclical model of self-regulated learning is compatible
version emphasizes cognitive and metacognitive aspects rather than the with diverse subject domains, there is a lack of research that deals with
motivational aspect, which is, reportedly, more effective for secondary two or more subject domains concurrently in self-regulated learning
school students (Dignath & Büttner, 2008). It comprises seven steps: (1) interventions within a single study. It is important to determine the
self-assessment, (2) goal-setting, (3) strategic planning, (4) strategy effectiveness and compatibility of interventions in various subject areas
implementation, (5) strategy monitoring, (6) strategy adjustment, and because interventions designed for one particular domain may not be
(7) outcome evaluation (Stoeger et al., 2014). The first three steps transferable to other domains. From the perspective of Korean elemen­
correspond to the forethought phase. In this phase, students practice tary school teachers, who teach a wide range of subjects, excluding
setting optimal goals based on the self-assessment of their current physical education, English as a foreign language, and music, using
competence. Then, they are guided to plan strategies to narrow the gap heterogeneous self-regulated learning interventions can be challenging.
between the set goal and their current level of competence. The subse­ Thus, in the present study, we targeted contents and strategies of
quent three steps correspond to the performance control phase. While persuasive writing, solving mathematical word problems, and reading
implementing the planned strategies, students continue monitoring and comprehension, which are covered in the Korean National Elementary
adjusting their strategy use. The last step corresponds to the School Curriculum, in a series of three studies. These three domains
self-reflection phase. Students evaluate and reflect on their outcomes in were chosen because they are considered fundamental subjects in
comparison with the goals and strategies set at the beginning. This elementary school curricula pivotal to students’ academic success
seven-step self-regulated learning intervention for elementary school throughout their schooling (Ehm et al., 2014). That is, proficiency in
students has been replicated with independent samples of German these skills is integral to mastering other applied disciplines, including
fourth graders in the reading domain (i.e., finding main ideas) (Sontag & social science, science, and history. Most previous research identifying
Stoeger, 2015; Stoeger et al., 2014; Stoeger & Ziegler, 2005). the beneficial effects of self-regulated learning interventions for
Given the parsimony and replicability of the simplified version for elementary school students has studied one of these three subject do­
elementary school students, we adopted the cyclical model version mains (for a review, see Dignath et al., 2008). We attempted to make the
designed by Stoeger and his colleagues in our intervention programs. A interventions compatible with regular classroom instructions for three
single minor modification was made to be more coherent with Zim­ core subject domains so that teachers feel less burdened when imple­
merman’s original model by adding an explicit task analysis phase as the menting the interventions.
second step. According to Zimmerman (2013), one of the primary pur­ Furthermore, we aimed to investigate the additive effects of self-
poses of the forethought phase is to have students pause and analyze the regulated learning interventions, embracing domain-specific strategy
task before starting it. In line with this idea, we provided students with instruction in comparison with teacher instruction pertaining only to
time to analyze the task complexities and nuances before formulating cognitive strategies and regular classroom instruction. Thus, three sets

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M. Lee et al. Learning and Instruction 88 (2023) 101810

(i.e., writing, mathematics, reading) of three-group quasi-exper­ communication channels (e.g., messengers, phone calls) with teachers
iments—including a no-intervention regular classroom instruction during implementation to encourage them to discuss unexpected events
group (REG), a strategy-only group (STR), and a strategy plus self- or conflicts that may impede sessions. Furthermore, we followed specific
regulated learning group (STR + SRL)—were designed, as suggested guidelines to maximize the effects of self-regulated learning in­
by previous studies (Benick et al., 2021; Glaser & Brunstein, 2007; terventions in elementary school classrooms based on meta-analytic
Guthrie et al., 2004; Lau, 2020; Stoeger et al., 2014). results (Dignath et al., 2008); the guidelines suggest that teachers pro­
vide explicit instructions, modeling, and feedback regarding
1.3. Teacher-led classroom interventions for elementary school students self-regulatory processes and strategy uses in the context of reading/­
writing or mathematics for their students. Following the guidelines,
Numerous researchers have agreed that classroom interventions teachers explicitly explained what self-regulated learning is and why it is
should ideally be designed and implemented by teachers (Callan et al., necessary, demonstrated instilling the self-regulatory processes and
2022; Dignath & Veenman, 2021; Perry & VandeKamp, 2000; Rozendaal strategy uses as a cycle, and provided verbal feedback about students’
et al., 2005). It is because teachers are the most knowledgeable about self-regulated learning.
their students and well-positioned to freely adjust details of in­
terventions to their classroom contexts in an ecologically valid manner 1.4. Cognitive and motivational outcomes of self-regulated learning
(De Corte, 2000). Teacher-led self-regulated learning interventions can interventions
be more effective under the Korean elementary school system wherein
one homeroom teacher stays in the classroom with their students all day Previous research has indicated that students who received self-
and teaches nearly all subjects except for physical education, science, regulated learning interventions had better performance, used self-
English, and music. With this system, teachers can apply the cyclical regulated strategies more, were more motivated, and focused more on
model of self-regulated learning to diverse subject matters and their tasks than students who did not receive such interventions (for a
customize it to their students with domain-specific strategies. review, see Dignath & Büttner, 2008). More precisely, students exposed
Nonetheless, existing meta-analyses have consistently reported that to self-regulated learning interventions embedded in reading, writing, or
teacher-led self-regulated learning interventions exhibit weaker effect mathematics reported higher performance scores in reading compre­
sizes than research-led interventions (Dignath & Büttner, 2008; Hatti hension tests (Sontag & Stoeger, 2015; Spörer & Schünemann, 2014),
et al., 1996). This finding might be attributable to either researchers essay writings (Brunstein & Glaser, 2011), or mathematics tests (Teong,
lacking experience in classroom contexts when developing interventions 2003) than students not exposed to the interventions. The intervention
or teachers’ limited knowledge regarding the self-regulated learning groups achieved better academic performance due to the implementa­
construct’s details and background when implementing interventions tion of interventions that enhanced their motivational and cognitive
(Dignath et al., 2008). Furthermore, teachers tend to believe that processes, as delineated below.
self-regulated learning is challenging to teach and, therefore, do not feel The intervention groups used self-regulated strategies more
confident that they can teach it (Lawson, Vosniadou, VanDeur, Wyra, & frequently than the control groups (Carretti et al., 2014; Leidinger &
Jeffries, 2019). This phenomenon implies that teachers implementing Perels, 2012). Self-regulated strategy use refers to the extent of students’
self-regulated learning interventions should be trained and taught about planning, goal setting, monitoring, and evaluation during a particular
self-regulated learning to change their belief system in advance (Callan task (Shell & Husman, 2008). This construct is consistent with Zim­
et al., 2022). merman’s cyclical model of self-regulated learning (2000), which en­
Despite the comprehensive training and recognition of teachers on compasses the phases of forethought, performance control, and
the importance of self-regulated learning interventions, teachers may self-reflection. The intervention programs boost students’ employment
encounter a range of obstacles during the implementation process in of self-regulated strategies by introducing and reminding them about the
their classrooms (Dignath & Büttner, 2008). Kline et al. (1992) thor­ self-regulatory cycle during instructional sessions.
oughly scrutinized the possible hindrances that prevent teachers from The self-regulated learning interventions also enhanced students’
executing strategy instruction in authentic classroom environments. adaptive motivation (Guthrie et al., 2004; Schünemann et al., 2013;
They found that teachers who underwent extensive workshops on Souvignier & Mokhlesgerami, 2006). Self-efficacy, as one of the most
strategy instruction seldom applied this instruction in their classrooms prominent forms of adaptive motivation, has been extensively assessed
owing to the ensuing factors: “(1) setting factors (e.g., lack of adminis­ by self-regulated learning researchers (Bandura, 1977). Self-efficacy for
trative support and high start-up costs), (2) teacher factors (e.g., a poor learning refers to an individual’s subjective beliefs about their capacity
mindset and failure to use critical teaching skills), (3) programmatic to understand, remember, and analyze tasks to learn and acquire new
factors (e.g., lack of overall plans that specify how strategy instruction knowledge and skills presented in a particular task (Bong et al., 2012;
will be incorporated into ongoing instruction), and (4) instructional Schunk, 1996). Building on the work of Zimmerman et al., (1992) who
factors (e.g., high rates of interruptions during strategy instruction, showed that self-efficacy for self-regulated learning is linked to
bogging down during the instructional processes, and not ensuring that self-efficacy in academic domains, the interventions improve
students demonstrate mastery and generalization of the strategy)” (Kline self-efficacy by increasing self-efficacy for self-regulated learning.
et al., 1992, p. 397). The follow-up studies conducted by the researchers, Students who underwent the self-regulated learning interventions
which involved providing teachers with comprehensive supporting were more concentrated on the task than those not exposed to the in­
materials, organizing regular meetings with support teams, and imple­ terventions (Ganda & Boruchovitch, 2018; Grunschel et al., 2018).
menting feedback routines for students, proved to be efficacious in Attention or concentration refers to an individual’s capacity to sustain
enhancing teachers’ implementation of strategy instruction. cognitive focus on a particular task (Weinstein et al., 2016). As an
Therefore, in the present study, to minimize the potential reduced opposite form of concentration, task-irrelevant thoughts refer to the
effects of teacher-led interventions and maximize the accurate imple­ degree of student distraction from the task (Linnenbrink et al., 1999).
mentation of the interventions, we invited elementary school teachers in Student task-irrelevant thoughts can be decreased by having them focus
the intervention development stage to be part of a professional devel­ on the task itself and reminding them of self-regulatory processes, such
opment program for teachers (Cleary, 2011). During this program, as sticking to their goals, monitoring progress, and adjusting malfunc­
teachers were provided one-on-one mentoring sessions with a member tioning strategies.
of the research team who explained and discussed what self-regulated However, few studies comprehensively assess cognitive and moti­
learning is and how to teach it to elementary school students in class­ vational constructs as outcomes of self-regulated learning interventions.
room contexts. The research team established immediate Given that self-regulated learning interventions can positively impact

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both motivational and cognitive aspects of learning, assessing all these comparison research design. Once the principals had confirmed the
outcomes can aid in determining the relative efficacy of interventions. In research participation of the teachers and students, the PI scheduled a
the current investigation, therefore, we focused on academic perfor­ Zoom meeting to provide an overview of the research to the teachers and
mance, self-regulated strategy use, self-efficacy, and task-irrelevant principals. Given the logistical challenge of aligning schedules for all
thoughts to evaluate the effectiveness of our interventions. participants and principals, we opted to deliver a concise introduction
outlining the research’s objectives and methodology. After the over­
1.5. The present studies view, the teacher workshop was incorporated into a personalized one-
on-one mentoring program for professional development. This pro­
Based on a literature review of studies on self-regulated learning gram was conducted weekly for a month, with the flexibility to
interventions, we raised three research questions. First, to what extent accommodate the schedules of each teacher.
do teacher-led self-regulated learning interventions cohere with Zim­ For the teachers of the STR + SRL group, a general introduction to
merman’s cyclical model of self-regulated learning in elementary school strategies and self-regulated learning in a target domain (Study 1 for
classrooms? Second, can teacher-led self-regulated learning in­ writing, Study 2 for mathematics, Study 3 for reading) was delivered by
terventions incorporating cognitive strategy instruction lead to better a member of the research team at the first meeting. In order to pique
learning outcomes than cognitive strategy instruction and regular teachers’ curiosity and diagnose their understanding of self-regulated
classroom instruction? Third, can teacher-led self-regulated learning learning, they were prompted at the onset of the first meeting to ex­
interventions be compatible with domain-specific class instruction press their agreement or disagreement with five statements pertaining to
across three core subjects (i.e., writing, mathematics, and reading)? self-regulated learning, which were actually common misconceptions.
To answer these questions, we first aimed to develop teacher-led self- Here are five statements that start with “self-regulated learning is …”:
regulated learning interventions—incorporating domain-specific stra­ (1) “… applicable to older students, specifically those in at least middle
tegies in writing (Study 1), mathematics (Study 2), and reading (Study school who have cognitively developed to some degree,” (2) “… the
3). We designed and implemented three-group (i.e., REG, STR, and STR same as the use of cognitive strategies, such as elaboration and organi­
+ SRL groups) pre-post quasi-experiments in elementary school class­ zation,” (3) “… naturally transferred to other domains once it is learned
rooms to examine group differences in self-regulated strategy use, task- in one area,” (4) “… unable to be taught,” and (5) “… for students who
irrelevant thoughts, self-efficacy, and performance in subject domains are smart enough to control their own thinking.” Two of the three
while controlling for the baseline scores. The interventions that we teachers who participated agreed with all five misconceptions. One of
developed for the STR + SRL groups exhibited three core features as the teachers agreed with four statements but not the fifth one.
follows: (1) They were based on the eight-phase cyclical model of self- After refuting the incorrect statements based on prior research
regulated learning. (2) They embraced instructions regarding domain- (Callan & Shim, 2019; Dignath & Büttner, 2008; Lawson et al., 2019),
specific strategies. (3) They were led by teachers who provided the research team proceeded to introduce the content of what
explicit instructions, modeling, and feedback regarding self-regulated self-regulated learning is, why it is important, how its cyclical feature
learning. The STR groups were exposed only to explicit instructions functions during learning, and why teaching strategies alone would be
regarding domain-specific strategies, while the REG groups were pro­ less effective than teaching strategies embedded in self-regulated
vided regular classroom instructions led by their teachers. learning. Details of the content will be explicated in each Study,
describing the intervention program for the STR + SRL group.
2. General methodology In the second meeting, the teacher asked questions regarding the
content of the previous meeting and theoretical and conceptual argu­
2.1. Participants and procedures ments pertaining to self-regulated learning. A member of the research
team answered the questions based on the findings of recent studies
We conducted a priori analyses to define the sample size using developing self-regulated learning interventions. Once the teachers
G*Power (Faul et al., 2007). All participants’ parents or legal guardians satisfied their curiosity regarding self-regulated learning, one of the
were informed about the details of experiments and gave written researchers introduced the background of the STR + SRL intervention
informed consent form approved by the Institutional Review Board. The program’s development. In the third meeting, one of the researchers
STR and STR + SRL groups completed a self-report survey and a writing explained how to implement the STR + SRL program in their writing
task in their classroom twice—once one week prior to the intervention classes with specific lesson plans and student worksheets. After listening
(pre-test) and once one week after (post-test). Although the REG group to the explanation and skimming through the lesson plans and work­
did not receive any interventions, they completed the same survey and sheets, the teachers asked questions and rehearsed the program as if
writing task at approximately the same time as the other two interven­ implementing it to the students. In the last meeting, the teachers prac­
tion groups. The program received approval from the Institutional Re­ ticed and rehearsed the key instructions regarding introducing self-
view Board and was conducted in compliance with all relevant laws and regulated learning in a particular domain for their students. Before the
institutional guidelines. final meeting ended, the five misunderstandings about self-regulated
learning introduced in the first session were reintroduced, and all the
2.2. Teacher workshop teachers strongly disagreed with them. Over the course of the workshop,
the suggestions (e.g., instructional strategies, appropriate examples for
All intervention sessions for the STR and STR + SRL groups were elementary school students) that the teachers provided were reflected
implemented by trained homeroom teachers who voluntarily partici­ on as much as possible.
pated in the research and mentoring program with a member of the The only difference observed in the STR + SRL group was that the
research team. To be more precise, the research team dispatched an STR group teachers did not receive any information relevant to self-
official document that briefly introduced the objectives, procedures, and regulated learning; thus, meetings were held only twice, excluding the
contents of the interventions to principals who had expressed interest in introduction and a question-and-answer session regarding self-regulated
self-regulated learning during the prior workshop for elementary school learning. During the first meeting, a member of the research team
administrators. The principals distributed the document to their aca­ introduced the STR intervention with lesson plans and student work­
demic staff serving as homeroom teachers and instructed interested sheets while explaining the purpose of the intervention and providing
teachers to contact the principal investigator (PI) of the research relevant background information. During the second meeting, the
directly. Schools that met the criteria of having at least three interested teachers were asked to rehearse the program implementation. The
teachers were contacted with priority in line with the three-group teachers of the REG group did not participate in the professional

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development program until after the two interventions were over. After [SUBJECT DOMAIN] is satisfactory and why? If you are not satisfied
completing the two interventions, the REG group teachers were invited with your [SUBJECT DOMAIN], what would you like to revise in your
to—and participated in—the professional development program. next [SUBJECT DOMAIN]?”
In Session 3, the teachers explained the cyclical feature of eight-
2.3. Intervention programs phase self-regulated learning with examples of hypothetical students
who knew what self-regulated learning was but failed to circulate the
This section elucidates the convergent attributes of the three in­ eight-phase model and demonstrated poor outcomes. Additionally, the
terventions. For a more precise explication of the domain specificity of teachers modeled how to circulate the eight-phase model during the task
each intervention, check the Method section in each study. Appendix B on thinking aloud. For instance, in Study 1 about writing, the teacher
lists the program contents used for each of the STR and STR + SRL found the sample topic, “Do we need to use smartphones at school?”
groups across three studies. All program content was tailored to the Thereafter, she spoke loudly about how confidently she could write an
context of each subject domain (i.e., Study 1 for writing, Study 2 for essay about this topic as the first self-assessment phase of self-regulated
mathematics, and Study 3 for reading) based on the consultation of two learning. She then showed that she tries to infer why this topic is
elementary school teachers. The consulting teachers primarily focused argumentative and worth considering as the second task in the analysis
on the lexical complexity (e.g., self-regulated learning, strategy, evalu­ phase. Once she finished the task analysis, she set a goal to convince
ation) utilized throughout the entire intervention process, including readers to agree with the necessity of using smart phones at school to
lesson plans, activity sheets, and measurements. The teachers also search and investigate what students are curious about as the third
commented on evaluating and adjusting the difficulty level of pre- and phase, goal-setting. Then, she selected the “talking with friends” strategy
post-achievement tests. They provided advice to reduce the instructional to elaborate on her idea and listened to the other opinions regarding the
burden of teachers that may arise from implementing interventions and topic as the fourth strategic planning phase. While directing questions
enhance the compatibility of the interventions with the national regarding the topic to other classmates and recording what they said, she
elementary school curriculum. organized supporting evidence to refute the opposing opinion as the fifth
For the STR + SRL group, at the commencement of the intervention strategy implementation phase. After talking with classmates, she wrote
program, the teachers provided instruction about self-regulated the central argumentative sentences and provided supporting evidence.
learning, the eight-phase cyclical model, and the cyclical features of While writing, she reread her sentences to monitor her writing (i.e., the
the eight phases during the first three sessions. In Session 1, the STR + sixth strategy monitoring phase) and find logical flaws—such as irrele­
SRL group was taught about what self-regulated learning is and why it is vant supporting evidence to the main idea—as the seventh strategy
important in daily life. The teachers started by giving daily life examples adjustment phase. Lastly, she evaluated her writing for coherence,
requiring self-regulation, such as when students should resist the grammatical errors, and extent of supporting evidence as the outcome
temptation to watch YouTube videos or play computer games instead of evaluation phase.
participating in online classes during COVID-19. Once students under­ The STR groups were exposed to the intervention programs identical
stood the examples, the teacher asked them to think and talk about to the STR + SRL group except that the teachers did not explicitly
scenarios wherein they failed to regulate themselves while studying. reference self-regulated learning. The REG groups followed regular
Based on the students’ scenarios, the teachers emphasized the impor­ classroom instructions in line with the public elementary school
tance of self-regulated learning and highlighted the fact that several curriculum.
students do not know how to regulate their learning by themselves.
Thereafter, the teachers clarified what self-regulated learning is and why 2.4. Measures
it is highly important—particularly for elementary school students,
referring to the neuroscientific findings about human brain development Appendix C presents all self-report survey items used in the pre- and
in adolescence. Specifically, the teachers introduced the brain region, post-tests and their composite reliabilities. Items were translated into
the dorsolateral prefrontal cortex, which is closely related to self- Korean and back-translated into English by two bilingual researchers.
regulation and executive functions, and develops slowly until the early The translated items were reviewed by three elementary school teach­
twenties. The teachers stressed the importance of acquiring and prac­ ers. Based on the teachers’ comments, we modified some of the items to
ticing self-regulated learning skills during elementary school and how it reflect the domain specificity and the level of elementary school stu­
would be beneficial to develop their dorsolateral prefrontal cortex. dents’ literacy to the extent that the modification did not alter the
Moreover, students were provided an acronym for self-regulated meaning of the original item. Identical items referring to each domain
learning in Korean to become accustomed to its meaning. were used for pre- and post-tests. Students responded using a 5-point
In Session 2, the teachers provided detailed instruction about the Likert scale ranging from 1 (not at all true) to 5 (very true).
specifics of eight-phase self-regulated learning in the writing domain
using a worksheet developed by the research team and elementary 2.4.1. Pre- and post-test measures
school teachers. The worksheet contained specific questions reminding Both pre- and post-tests consisted of three sections and were processed
the students of what each phase means in the writing context. More in order: (1) self-efficacy for learning measure prior to a task to assess
precisely, for the self-assessment phase, a question asked, “How confi­ one’s perceived confidence in writing/math/reading, (2) writing/math/
dent are you about [SUBJECT DOMAIN] and why?” For the task analysis reading achievement test, and (3) self-regulated strategy use and task-
phase, a question asked, “What does the [SUBJECT DOMAIN] task irrelevant thought measures referring to the previous test. Our primary
require you to think about?” For the goal-setting phase, a question dependent variables, self-regulated strategy use and task-irrelevant
asked, “What is your goal in this [SUBJECT DOMAIN] task?” For the thoughts, were in the third section to increase the accuracy of students’
strategic planning phase, a question asked, “Which strategy are you item responses about the writing task. Self-efficacy for learning was
going to use to [SUBJECT DOMAIN]?” For the strategy implementation measured using five items developed by Bong et al. (2012). Self-regulated
phase, a reminder saying, “Stick to the strategy you planned” was pre­ strategy use was measured using eight items developed and used by Shell
sented instead of a question. For the strategy monitoring phase, a and Husman (2008). Students’ task-irrelevant thoughts were assessed
question asked, “Do you think [SUBJECT DOMAIN] strategy you plan­ using five items by Linnenbrink et al. (1999). These measures have been
ned was appropriate for [SUBJECT DOMAIN] task?” For the strategy extensively used and validated in multiple studies conducted within the
adjustment phase, a question asked, “If you think the strategy does not education system of South Korea (e.g., Lee & Bong, 2022; Lee et al., 2021;
fit well in the task, why do you not change your strategy?” For the Shin et al., 2023). The domain-specific pre- and post-achievement tests are
outcome evaluation phase, a question asked, “Do you think your elucidated in the Method sections of each study.

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M. Lee et al. Learning and Instruction 88 (2023) 101810

2.4.2. Every-session measures 8–12), because it did not provide a general introduction to self-regulated
In Studies 2 and 3, but not in Study 1, one item for each of the task- learning in Week 1 (see Appendix B, Table B.1). The REG group followed
irrelevant thoughts (“I thought about things other than solving the word the regular writing curriculum during the three weeks the interventions
problem”) and self-efficacy (“I am confident that I can solve the word processed.
problem”) was measured for each session to monitor students’ changes
in attention and motivation across the six intervention sessions. Stu­ 3.1.2. Intervention programs
dents’ performance was also assessed every session. Appendix B.1 lists the program contents used for each of the STR and
STR + SRL groups in Study 1. For the STR + SRL group, the intervention
2.4.3. Fidelity measures program started three sessions earlier than the STR group to provide the
To assess the fidelity of program implementation, teachers of the STR overall introduction to self-regulated learning during the first week
and STR + SRL groups reported in their checklists (1) whether they (Sessions 1–3). During Session 1, the STR + SRL group was taught what
covered all material in the student worksheets and (2) delivered in­ self-regulated learning is and why it is important in daily life. In Session
structions in the lesson plans after each session. Both items were rated on 2, the teacher provided a detailed instructions about the specifics of
a 3-point scale ranging from 0 (not at all) to 2 (completely). Addition­ eight-phase self-regulated learning in the writing domain using a
ally, the teachers personally communicated to a member of the research worksheet developed by the research team and elementary school
team regarding whether their implementations were satisfactory and the teachers. In Session 3, the teacher explained the cyclical feature of eight-
reasons why they felt so. The frequency of this personal communication phase self-regulated learning with examples of hypothetical students
was daily, unless the teachers were occupied with other responsibilities. who knew what self-regulated learning was but failed to circulate the
The teachers were requested to transmit the completed checklist for the eight-phase model and demonstrated poor writing.
day to the research team during this communication. When the teachers After being introduced to self-regulated learning, students were
forgot to complete the checklist, they retrospectively provided answers taught three writing strategies, including brainstorming, mind mapping,
during the daily communication, and the research team documented and conversing about the topic with friends in Sessions 4 and 5. Teachers
their responses. The ratings on the checklist completed by the teachers introduced these strategies individually and had students practice them
reveal that the teachers in both groups adhered to the intervention when writing their essays. While writing, students received a worksheet
procedures (Mall = 1.91, SDall = 0.12; MSTR = 1.90, SDSTR = 0.17; MSTR + encouraging them to remember and apply the eight-phase self-regulated
SRL = 1.92, SDSTR + SRL = 0.08). After completing the intervention pro­ learning in addition to the strategies. The worksheet comprised a simple
grams, student worksheets that guided the sessions were collected. figure summary of the eight-phase self-regulated learning principles and
Based on all the indicators of fidelity, we concluded that the programs a space to practice brainstorming, mind mapping, and/or talking with
were implemented as intended. friends about strategies. After the introduction to strategies, students
were instructed regarding the specifics of writing an essay during Ses­
3. Study 1: self-regulated learning intervention in writing sions 6 and 7. The sessions covered logistics and know-how regarding
writing a persuasive essay, including what persuasive essays are, why
In Study 1, we developed a self-regulated learning intervention in the they are necessary, what their main features are, their format, and how
writing domain, specifically persuasive writing. Both the STR and STR to compose one. These factors form part of the regular elementary school
+ SRL groups were instructed regarding three writing strategies (i.e., curriculum and the writing textbook. While providing instructions, the
brainstorming, mind mapping, and having a conversation about the teacher attempted to clarify the connection between three writing
topic with friends) and how to write a persuasive essay. During the last strategies and the eight-phase self-regulated learning model she taught
week of interventions, they practiced writing persuasive essays daily. in previous sessions.
However, two differences existed in the intervention programs between Once all the instructions were delivered, students practiced their
the two groups. The STR + SRL group was taught the primary features of writing daily for 40 min using three writing strategies and the eight-
self-regulated learning and how to apply self-regulated learning in phase self-regulated learning in Sessions 8–12. Throughout the five
writing during the first three sessions, while the STR group received sessions, students wrote a persuasive essay every day about the
regular classroom instructions. Additionally, the STR + SRL group following topics: “Is studying very important in our lives?”; “Are
practiced writing, using three strategies embedded in the eight-phase smartphones beneficial to us?”; “Is Simcheong in the traditional fairy
model of self-regulated learning (Appendix A), while the STR group tale a devoted or a selfish daughter?”; “Is it okay to use internet terms in
practiced writing with a focus on using the strategies. daily life?”; and “Are exams necessary for us?” All writing topics were
relevant to students’ daily lives and potentially controversial to make
3.1. Method students provide reasonable evidence to support their argument. Stu­
dents received a worksheet to guide the eight-phase self-regulated
3.1.1. Participants and procedure learning and strategy uses. The left side of the worksheet visualized the
We conducted an a priori power analysis to define the sample size eight-phase self-regulated learning with a hopscotch pattern and asked
using G*Power (Faul et al., 2007) with the input parameters—effect size students to write their answers about each phase. The right side was
f = 0.22 (effect size of self-regulated learning interventions for empty to encourage students to use writing strategies freely. After each
elementary school students on reading/writing performance from writing practice, the teacher gave verbal feedback on students’ self-
Dignath et al.’s [2008] meta-analysis), α = 0.05, power (1-β) = 0.80, regulated learning (e.g., your goal was too vague to achieve in this
number of groups = 3, correlations between repeated measures = writing task; you appeared to forget the cyclical feature of self-regulated
.50—in a mixed within-between-subject design. The analysis suggested learning) without commenting on the writing quality per se.
that 54 participants were needed. Considering the nature of the For the STR group, the intervention program started one week later
quasi-experimental design, 70 fifth graders (38 boys, 32 girls; mean age than the STR + SRL group because they did not receive any explanation
= 10.46) from three classrooms at a public elementary school in the or instruction about self-regulated learning (i.e., Sessions 1–3). In Ses­
suburb of Uijeongbu-si, South Korea, participated in the study. Each sion 4, the teacher focused only on using three writing strategies. During
class was randomly assigned into one of the REG (n = 23), STR (n = 24), writing practice, the STR group received a worksheet containing only
and STR + SRL (n = 23) groups. empty spaces to facilitate students’ application of the writing strategy.
The STR + SRL program’s duration was three weeks (Week 1: Ses­ The teacher did not give any feedback about student writing. For the
sions 1–3, Week 2: Sessions 4–7, Week 3: Sessions 8–12); the STR pro­ REG group, the teacher explained the three writing strategies and how to
gram’s duration was two weeks (Week 2: Sessions 4–7, Week 3: Sessions write a persuasive essay that the two intervention groups were taught in

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Table 1
Descriptive statistics of pre- and post-test measures by group.
Variable Study 1: Writing (N = 70) Study 2: Mathematics (N = 69) Study 3: Reading (N = 75)

REG (n = 23) STR (n = 24) STR + SRL REG (n = 21) STR (n = 22) STR + SRL REG (n = 25) STR (n = 25) STR + SRL
(n = 23) (n = 26) (n = 25)

M SD M SD M SD M SD M SD M SD M SD M SD M SD

Pre-test
Self-regulated strategy use 2.89 0.65 3.48 0.70 3.02 0.78 3.36 0.69 3.22 0.71 2.91 0.89 2.83 0.95 2.91 0.90 3.23 0.65
Task-irrelevant thoughts 1.90 0.87 1.62 0.72 1.53 0.73 2.14 0.95 2.24 1.05 2.72 1.17 1.63 0.69 1.78 0.61 1.81 0.80
Self-efficacy 3.28 0.65 4.03 0.65 3.57 0.62 3.53 0.88 3.76 1.20 3.77 0.89 3.61 0.84 3.52 0.76 3.70 0.72
Performance 0.38 0.30 0.28 0.28 0.42 0.31 0.39 0.17 0.52 0.25 0.46 0.23 0.84 0.19 0.86 0.15 0.89 0.13
Post-test
Self-regulated strategy use 2.94 0.58 3.19 0.73 3.52 0.82 3.54 0.78 3.08 0.86 3.68 0.70 2.57 0.97 2.74 0.78 3.23 0.86
Task-irrelevant thoughts 1.84 0.80 1.60 0.70 1.67 0.78 2.12 0.84 1.98 0.88 1.32 0.91 2.17 0.88 2.10 0.77 1.46 0.56
Self-efficacy 3.55 0.71 4.06 0.70 3.59 0.76 3.61 0.80 3.59 1.11 3.48 1.09 3.50 0.95 3.44 0.80 3.75 0.82
Performance 0.35 0.29 0.29 0.23 0.88 0.22 0.41 0.16 0.54 0.22 0.61 0.24 0.78 0.21 0.82 0.19 0.90 0.11

Note. All variables except for performance scores were rated on a 5-point Likert scale. Study 1 writing performance was ranged from 0 to 10. Studies 2 and 3 per­
formance scores ranged from 0 to 1. REG = regular classroom instruction; STR = strategy instruction; STR + SRL = strategy and self-regulated learning instruction.

line with the public elementary school curriculum. However, the REG nested in an individual. Our primary focus was the extent to which the
group did not receive everyday writing practices or explicit instructions time × group interaction would be significant. The results would imply
about self-regulated learning and strategies reminding them of strategy that changes in dependent variables from pre-to post-test scores differ by
uses while writing. group.
Parameter estimates from the mixed linear models are presented in
3.1.3. Writing performance measures Supplementary Information 1. The results showed that there were sig­
Writing topics presented in pre- and post-tests were both retrieved nificant time × group interactions in self-regulated strategy use, F(2,
from Koran National Elementary School Curriculum on Language Art. 69.98) = 5.43, p < .01, and writing performance, F(2, 70) = 19.21, p <
Three elementary school teachers rated students’ writing performance .01, though not in task-irrelevant thoughts, F(2, 69.55) = 0.49, p = .62,
on four dimensions: (1) presence of reasonable evidence (0 = no, 1 = and self-efficacy, F(2, 70) = 1.37, p = .26 (see Fig. 1). More specifically,
yes), (2) consistency of writing (0 = inconsistent, 1 = consistent), (3) students in the STR + SRL group increased their self-regulated strategy
clear paragraph division (0 = no, 1 = yes), and (4) composition of use, whereas those in the STR group did not (Estimate [Est.] = 0.79,
introduction, body, and conclusion (0 = no, 1 = yes). The mean score of Standard Error [SE] = 0.24, t = 3.29, p < .01, 95% Confidence Interval
the four dimensions was used as a writing performance indicator. Fleiss’ [CI] = [0.31, 1.27]). The STR + SRL group also showed enhanced
Kappa coefficient for inter-rater reliability among the three teachers was writing performance from pre-to post-test scores more steeply than the
0.89. REG (Est. = 0.49, SE = 0.09, t = 5.58, p < .01, 95% CI = [0.31 0.66]) and
STR (Est. = 0.45, SE = 0.09, t = 5.15, p < .01, 95% CI = [0.27, 0.62])
groups.
3.2. Results

4. Study 2: self-regulated learning intervention in mathematics


3.2.1. Descriptive statistics and randomization check
Table 1 presents the descriptive statistics for all variables measured
In Study 2, we developed a self-regulated learning intervention in the
at pre- and post-tests in Study 1. As a randomization check, we con­
mathematics domain, particularly in solving word problems. A
ducted one-way analyses of variance (ANOVAs) on the pre-test scores.
remarkable change in the intervention program was that instructions
Task-irrelevant thoughts (p = .26, η2 = 0.04) and writing performance
about problem-solving strategies (i.e., drawing a diagram, making a
(p = .25, η2 = 0.04) did not show significant group differences. However,
table, finding a rule) and the cyclical model of self-regulated learning
despite the random assignment of classes, the STR group showed higher
were integrated within each session across the intervention, rather than
self-regulated strategy use (F[2, 67] = 4.51, p = .02, η2 = 0.12) and self-
separating them from each other. Thus, problem-solving strategies were
efficacy (F[2, 67] = 8.08, p < .01, η2 = 0.19) scores than both the REG
expected to be better absorbed in the self-regulatory processes. The
and STR + SRL groups. The REG and STR + SRL groups did not differ in
disparate number of sessions between the STR and STR + SRL groups
these scores (ps > .12).
was also partially ameliorated in Study 2. One notable difference in
measurement between Studies 1 and 2 was that, in the latter, we addi­
3.2.2. Effects of the intervention program on changes from pre-to post-test
tionally assessed every session for self-efficacy, task-irrelevant thoughts,
scores
and word problem-solving performance. In doing so, we expected to
Given the nested data structure and the difference in pre-test scores
monitor the students’ gradual changes in primary learning outcomes
in self-regulated strategy use and self-efficacy, we conducted mixed
over the course of the intervention.
linear modeling on each dependent variable (i.e., self-regulated strategy
use, performance, task-irrelevant thoughts, and self-efficacy) via SPSS
26.0 Windows Mixed Linear Model interface (Peugh & Enders, 2005). 4.1. Method
More precisely, we first tested the unconditional model for each post-test
score of dependent variables without the time (i.e., pre- and post-test) 4.1.1. Participants and procedure
and group (i.e., REG, STR, and STR + SRL) variables to assess their A total of 69 fourth graders (37 boys, 32 girls; mean age = 9.78) from
means and the intra- and interindividual variances. With these vari­ three classrooms at a public elementary school in the suburb of Daegu-si,
ances, intraclass correlation coefficients (ICCs) of dependent variables South Korea, participated in Study 2. Although the suggested sample
were calculated (see Appendix C). Then, we tested conditional models size by G*Power was 15 based on the mean effect size f = 0.49 from the
with fixed effects of time, group, and time × group interaction and a meta-analysis (Dignath et al., 2008), due to the quasi-experimental
random effect of participants for each dependent variable. In doing so, design, 69 students participated in the study. Each class was randomly
we could consider potential dependences between repeated measures assigned to one of the REG (n = 21), STR (n = 22) and STR + SRL (n =

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Fig. 1. Study 1: Estimated group means for the pre- and post-test scores of self-regulated strategy use and performance in the writing domain. Note. REG = regular
classroom instruction; STR = strategy instruction; STR + SRL = strategy and self-regulated learning instruction.

26) groups. The duration of both intervention programs was three weeks programs used in Study 2 had two primary differences compared to
(Week 1: Sessions 1 & 2, Week 2: Sessions 3 & 4, Week 3: Sessions 5 & 6) Study 1: (1) Self-regulated learning instructions for the STR + SRL group
(for detailed program content, see Appendix B; Table B.2). were spread out throughout the session rather than intensively delivered
at the beginning of the intervention, and (2) practice sessions in both the
4.1.2. Intervention programs STR and STR + SRL groups were accompanied by each of the strategy
Appendix B.2 lists the program content for each of the STR and STR instructions rather than being consecutively separated as practice-only
+ SRL groups. We selected three representative strategies, i.e., drawing sessions. By interleaving self-regulated learning instructions and prac­
a diagram, making a table, and finding a rule, which were known to be tice sessions with strategy instructions, students were expected to
widely used in solving mathematics word problems. Examples and remember the eight-phase self-regulated learning while practicing
representative cases provided during the instruction and worksheets strategies and be accustomed to the self-regulated learning and strate­
also referred to mathematics word problems. Although almost all the gies in a more embedded way throughout the sessions.
instructional format and flow was similar to those of Study 1, except for For the STR + SRL group, the intervention program started with an
the domain specificity, a few modifications were inevitable given that introduction to self-regulated learning and the first strategy− drawing a
understanding, memorizing, and applying the cyclical eight-phase diagram− simultaneously. In Session 1, the STR + SRL group was taught
model via only three consecutive sessions could be overwhelming, this strategy to solve mathematics word problems. The teacher gave an
particularly for elementary school students. Thus, intervention instruction about when and how drawing a diagram can be used when

Table 2
Descriptive statistics of during session measures by group.
Variable Session Study 2: Math Study 3: Reading

STR (n = 22) STR + SRL (n = 26) STR (n = 25) STR + SRL (n = 25)

M SD M SD M SD M SD

Task-irrelevant thoughts Session 1 2.00 1.27 2.20 1.38 1.93 0.73 1.79 0.92
Session 2 2.41 1.30 1.73 1.22 1.69 0.70 1.53 0.77
Session 3 2.48 1.44 1.80 0.96 2.08 1.16 1.72 0.79
Session 4 2.45 1.18 1.44 0.96 2.39 0.89 1.68 0.75
Session 5 2.14 1.31 1.77 1.18 2.46 0.83 1.72 0.79
Session 6 2.14 1.31 1.54 1.03 2.26 0.92 1.58 0.72

Self-efficacy Session 1 3.00 1.23 3.96 1.14 3.57 0.76 3.84 0.76
Session 2 2.73 1.28 3.61 1.39 3.88 0.72 3.89 1.10
Session 3 2.76 1.30 3.04 1.24 3.42 0.51 3.80 1.19
Session 4 2.68 1.13 3.68 1.38 3.35 0.49 4.00 0.91
Session 5 2.86 1.35 3.91 1.09 3.08 0.65 3.80 1.00
Session 6 3.00 1.14 3.92 1.26 3.22 0.85 3.79 0.88

z-Scored Performance Session 1 − 0.10 1.00 0.09 1.02 − 0.14 1.11 0.14 0.87
Session 2 − 0.00 0.95 0.00 1.06 − 0.08 0.96 0.09 1.05
Session 3 − 0.03 1.02 0.03 1.00 − 0.29 1.10 0.27 0.83
Session 4 − 0.14 1.07 0.12 0.94 − 0.28 1.23 0.26 0.64
Session 5 0.22 0.93 − 0.18 1.04 − 0.39 1.05 0.38 0.81
Session 6 − 0.08 1.05 0.06 0.97 − 0.34 1.26 0.32 0.51

Note. REG = regular classroom instruction; STR = strategy instruction; STR + SRL = strategy and self-regulated learning instruction.

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M. Lee et al. Learning and Instruction 88 (2023) 101810

students solve mathematical word problems. After a general instruction 4.2. Results
about the strategy, the teacher went through the sample word problem
using the drawing of a diagram strategy using a think-aloud method. 4.2.1. Descriptive statistics and randomization check
After the strategy instruction and modeling, what self-regulated learning Table 1 reports the descriptive statistics for all variables measured at
is and why it is important in daily life were taught in a more brief pre- and post-tests, and Table 2 presents the descriptive statistics for
manner compared to Study 1. Students were also taught about the eight- every-session measures in Study 2. One-way ANOVAs on pre-test scores
phases of self-regulated learning and how they could be applied to were conducted for a randomization check. There were no significant
mathematics word problems. The teacher emphasized that drawing a between-group differences in all measured variables, including self-
diagram could be selected as one of the strategies in the fourth pha­ regulated strategy use (p = .14, η2 = 0.06), task-irrelevant thoughts
se—planning a strategy. In Session 2, students practiced drawing a di­ (p = .14, η2 = 0.06), self-efficacy (p = .67, η2 = 0.01), and math per­
agram while solving four math word problems within the framework of formance (p = .17, η2 = 0.05).
eight-phase self-regulated learning. The teacher provided students with
a worksheet containing four math word problems. For each problem, the 4.2.2. Effects of the intervention program on changes from pre-to post-test
eight-phase self-regulated learning model was presented accordingly. scores
The teacher reminded the students about each of the eight phases and Parameter estimates from the mixed linear models are presented in
encouraged them to monitor their self-regulated learning during each Supplementary Information 2. The results showed that there were sig­
question. In Session 3, the teacher introduced the second strategy, nificant time × group interactions in self-regulated strategy use, F(2,
making a table, and how the eight phases circulate during problem- 69) = 8.44, p < .01, task-irrelevant thoughts, F(2, 69) = 5.35, p < .01,
solving. The teacher explained the cyclical nature of eight-phase self- and math performance, F(2, 69) = 6.19, p < .01, although not in self-
regulated learning with examples of hypothetical students who knew efficacy, F(2, 69) = 1.84, p = .17 (see Fig. 2). More precisely, students
what self-regulated learning was, but failed to circulate the eight-phase in the STR + SRL group increased their self-regulated strategy use,
self-regulated learning and achieved poor problem-solving. In Session 4, whereas those in the REG (Est. = 0.58, SE = 0.23, t = 2.57, p = .01, 95%
students solved four word problems using the making-a-table strategy CI = [0.13, 1.04]) and STR (Est. = 0.91, SE = 0.23, t = 4.02, p < .01,
within the eight-phase self-regulated learning cycle with the worksheet 95% CI = [0.46, 1.35]) groups did not. The STR + SRL group showed
as they did in Session 2. In Session 5, the last strategy—finding a rule­ reduced task-irrelevant thoughts in comparison with the REG (Est. =
—was introduced and practiced within the eight-phase self-regulated − 0.79, SE = 0.25, t = − 3.14, p < .01, 95% CI = [− 1.29, − 0.29]) and STR
learning cycle. The worksheet was also provided to make students aware groups (Est. = − 0.55, SE = 0.25, t = − 2.23, p = .03, 95% CI = [− 1.05,
of the self-regulated learning cycle while solving each word problem. In − 0.06]). The STR + SRL group also presented enhanced math perfor­
Session 6, the last session, students solved four word problems and were mance from pre-to post-test scores more steeply than the REG (Est. =
asked to choose one of the strategies they had learned. The teacher kept 0.14, SE = 0.05, t = 2.97, p < .01, 95% CI = [0.05, 0.23]) and STR (Est.
reminding them of the eight-phase self-regulated learning model and = 0.14, SE = 0.05, t = 3.03, p < .01, 95% CI = [0.05, 0.23]) groups.
had them monitor their phase and circulate the phases. In Sessions 4 to
6, the teacher gave individual verbal feedback, focusing on self- 4.2.3. Effects of the intervention program on changes across six sessions
regulated learning based on the student worksheets without We conducted mixed linear model analyses including fixed effects of
mentioning whether student responses were correct or incorrect. time, group, and time × group interaction and a random effect of par­
For the STR group, the teacher introduced and modeled three ticipants. This analytic approach would examine the potential differ­
problem-solving strategies. Every session, the STR group received a ences between the two intervention groups in the changes in self-
worksheet with four math word problems similar to the STR + SRL efficacy, task-irrelevant thoughts, and performance throughout six
group, but without the eight-phase model. The teacher focused only on intervention sessions while controlling for potential dependences be­
using the three problem-solving strategies. The teacher did not give any tween repeated measures nested in an individual. Our primary focus was
feedback about students’ problem-solving. For the REG group, the the extent to which the main effects of group and session × group in­
teacher explained three problem-solving strategies and how to choose teractions were significant. The results would imply that the mean
appropriate strategies to solve word problems that the two intervention scores across the six sessions and the changes in the six measures differ
groups were taught in line with the public elementary school curricu­ by group. In all three models, session × group interactions were not
lum. However, the REG group did not receive additional problem- statistically significant (ps ≥ .07), whereas the main effects of group
solving practice or self-regulated learning and strategy instructions were significant for self-efficacy, F(1, 48.73) = 9.62, p < .01, and task-
reminding them of strategy uses while solving word problems. irrelevant thoughts, F(1, 47.48) = 4.32, p = .04 (see Fig. 3). This
finding indicates that the STR + SRL group (estimated M = 3.69, SE =
4.1.3. Mathematics performance measures 0.18) showed a higher mean score on six self-efficacy measures than the
Students’ performance in math word problems before and after the STR group (estimated M = 2.85, SE = 0.20). In contrast, the STR + SRL
interventions were measured using 12 short-answer questions devel­ group (estimated M = 1.75, SE = 0.17) showed a lower mean score on
oped by the school teachers. The difficulty level of the pre- and post-test six task-irrelevant thought measures than the STR group (estimated M =
problems was equivalent as we modified the numerical values of iden­ 2.26, SE = 0.18).
tical word problems. The mean score of each item accuracy, coded 0 =
incorrect and 1 = correct was used as a math word problem performance 5. Study 3: self-regulated learning intervention in reading
indicator. Throughout six sessions, different sets of four mathematical
word problems were assessed based on which were most effectively In Study 3, we developed a self-regulated learning intervention in the
solved using the acquired strategy during that particular session. For reading domain. Even though the overall structure and procedure of the
instance, during the session on the “finding-a-rule” strategy, students intervention were identical to Study 2, we attempted to minimize
were asked to solve four word problems that could be solved best by additional teacher burden by simplifying teacher instruction and
utilizing that specific strategy. Although we designed sessions to be excluding individual feedback.
equally difficult, both groups of students showed decreased accuracy
during the fourth session. Thus, the mean score of each item’s accuracy 5.1. Method
was standardized to control for difficulty.
5.1.1. Participants and procedure
A total of 75 sixth graders (39 boys, 36 girls; mean age = 11.35) from

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M. Lee et al. Learning and Instruction 88 (2023) 101810

Fig. 2. Study 2: Estimated group means for the pre- and post-test scores of self-regulated strategy use, task-irrelevant thoughts, and performance in the mathematics
domain.
Note. REG = regular classroom instruction; STR = strategy instruction; STR + SRL = strategy and self-regulated learning instruction.

three classes at a public elementary school in the suburb of Daegu-si, also referred to reading comprehension.
South Korea, participated in Study 3. Each class was randomly Although almost all the instructional formats and flow were similar
assigned to one of the REG (n = 25), STR (n = 25) and STR + SRL (n = to those of Study 2 except for the domain specificity, a few modifications
25) groups. The duration of the STR + SRL intervention was four weeks were necessary to decrease the teachers’ instructional burden. In both
(Week 1: Sessions 1 & 2, Week 2: Sessions 3 & 4, Week 3: Sessions 5–7, Studies 1 and 2, homeroom teachers took charge of all instructions and
Week 4: Session 8), and that of the STR intervention was three weeks individualized feedback about student worksheets, which could be time-
(Week 1: Sessions 1 & 2, Week 2: Sessions 3 & 4, Week 3: Sessions 5–7) and labor-intensive in addition to their ordinary tasks. Thus, to alleviate
(for detailed program contents, see Appendix B; Table B.3). teacher workload, intervention programs used in Study 3 had two pri­
mary differences compared to Study 2: (1) Teacher instructions were
5.1.2. Intervention programs concisely delivered within 10 min per session, and (2) detailed infor­
Appendix B.3 lists the program content used for each of the STR and mation about self-regulated learning and strategies was presented in
STR + SRL groups. We selected the Think Before, While, and After student worksheets. The teachers were expected to remind students of
(TWA) reading strategy, which has been widely used in elementary strategies and self-regulated learning when students read texts and
school children’s reading comprehension (Mason, 2013). It consists of solved reading comprehension problems presented in the worksheets.
nine specific strategies, including thinking about “the author’s purpose,” For the STR + SRL group, the intervention program started with an
“what you know,” “what you want to know,” “reading speed,” “linking introduction to the TWA strategy (Mason, 2013). In Session 1, the STR +
knowledge,” “rereading parts,” “the main idea,” “summarizing infor­ SRL group was taught about what the TWA strategy is and why it is
mation,” and “what you learned.” These nine strategies have been necessary to comprehend a text better. The teacher gave precise in­
deemed independent of each other (Mason, 2013). For this reason, the structions about when and how the TWA strategy can be used while
TWA strategy has been introduced as an overarching term to motivate students read a text. Students modeled how the teacher used the TWA
students to utilize one of the nine strategies during the process of reading strategy while reading a sample text. In Session 2, the teacher provided
(Mason, 2004), as demonstrated in the current study. Examples and instruction about what self-regulated learning is and why it is important
representative cases distributed during the instruction and worksheets in their daily life in a similar manner to Study 2. Students were also

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M. Lee et al. Learning and Instruction 88 (2023) 101810

students with a worksheet containing seven problems, measuring


reading comprehension of a news article, and a brief diagram of the
eight-phase self-regulated learning model. The teacher briefly reminded
each student of the eight phases and encouraged them to monitor their
self-regulated learning phase while reading the news article using the
TWA strategy. In Session 4, the teacher briefly explained the cyclical
feature of eight-phase self-regulated learning and provided the same
form of worksheet as that of Session 3. After a brief explanation, students
were asked to read a discussion paper and solve six reading compre­
hension problems using the TWA strategy, focusing on the cyclical
feature of self-regulated learning and maintaining the cycle promptly. In
Session 5, students read a story text and solved six reading compre­
hension problems using the TWA strategy within the eight-phase cycle.
A worksheet was also provided to make students aware of the
self-regulated learning cycle while solving each reading comprehension
problem. In Session 6, students read the other story text and solved eight
reading comprehension problems using the TWA strategy embedded in
the eight-phase self-regulated learning cycle with the worksheet. The
teacher reminded the students that the focus of the practice was to di­
agnose one’s phase accurately and return to the accurate phase. In
Session 7, students read an essay text and solved eight reading
comprehension problems using the TWA strategy within the framework
of the eight-phase model. In Session 8, students read an expository text
and solved nine problems using the TWA strategy embedded in the
eight-phase self-regulated learning model.
For the STR group, the teacher introduced and modeled the TWA
strategy while reading a sample text. During every session, the STR group
received a worksheet with the reading text and comprehension problems
similar to the STR + SRL group, but without the eight-phase self-regulated
learning model. The teacher focused only on using the TWA strategy. For
the REG group, the teacher explained several strategies to read accurately
in line with the public elementary school curriculum, such as underlining
the main idea, mind mapping, and summarizing, but did not explicitly
deal with the TWA strategy. The REG group did not receive additional
Fig. 3. Study 2: Estimated group means of self-efficacy and task-irrelevant reading practice or self-regulated learning and strategy instructions
thoughts throughout the six sessions in the mathematics domain. Note. STR reminding them of strategy uses while reading.
= strategy instruction; STR + SRL = strategy and self-regulated learning
instruction. 5.1.3. Reading performance measures
Students’ reading comprehension performance before and after the
taught about the eight-phases of self-regulated learning and how it could interventions were assessed using eight items which were combinations
be applied to reading text. The teacher emphasized that the TWA of multiple-choice and short-answer questions developed by the school
strategy could be selected as useful in the fourth phase of the eight-phase teachers. The reading texts and comprehension questions utilized were
self-regulated learning, planning a strategy. In Session 3, students sourced from a test question bank developed for teachers. The mean
practiced the TWA strategy and got used to the eight-phase self-­ score of each item’s accuracy was coded as 0 = incorrect and 1 = correct,
regulated learning while reading a news article. The teacher provided which were used as performance indicators. Students’ reading

Table 3
Average Cohen’s ds of Dependent Variables and 95% Confidence Intervals (CIs).
Comparison Dependent variable Average d (SE) p 95% CI z Q df p I2

STR + SRL vs. REG Self-regulated strategy use 0.56 (0.17) < .01 [0.22 0.90] 3.27 1.63 2 .44 0.00
Task-irrelevant thoughts ¡1.00 (0.40) .01 [-1.78–0.22] − 2.52 9.65 2 .01 79.27
Self-efficacy 0.30 (0.17) .08 [-0.03 0.63] 1.76 0.27 2 .87 0.00
Performance 0.96 (0.44) .03 [0.11 1.81] 2.21 11.63 2 <.01 82.80

STR + SRL vs. STR Self-regulated strategy use 0.79 (0.31) .01 [0.18 1.39] 2.56 6.22 2 .05 67.84
Task-irrelevant thoughts ¡0.82 (0.32) .01 [-1.44–0.20] − 2.58 6.61 2 .04 69.75
Self-efficacy 0.10 (0.17) .57 [-0.23 0.42] 0.58 0.13 2 .94 0.00
Performance 0.94 (0.49) .05 [-0.01 1.89] 1.93 14.70 2 <.01 86.40

STR vs. REG Self-regulated strategy use 0.33 (0.17) .06 [-0.01 0.66] 1.92 1.07 2 .59 0.00
Task-irrelevant thoughts − 0.20 (0.17) .24 [-0.53 0.13] − 1.17 0.37 2 .83 0.00
Self-efficacy 0.21 (0.17) .23 [-0.13 0.54] 1.21 0.61 2 .74 0.00
Performance 0.09 (0.17) .61 [-0.25 0.42] 0.51 0.14 2 .94 0.00

Note. Bold fonts are statistically significant average Cohen’s ds at ps < .10. SE = standard error; CI = confidence interval; REG = regular classroom instruction; STR =
strategy instruction; STR + SRL = strategy and self-regulated learning instruction.

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M. Lee et al. Learning and Instruction 88 (2023) 101810

performances were assessed every session with 6–9 items testing reading
comprehension. The mean score of each item’s accuracy was standard­
ized to control for difficulty.

5.2. Results

5.2.1. Descriptive statistics and randomization check


Table 1 shows the descriptive statistics for all variables measured at
pre- and post-test, and Table 2 presents the descriptive statistics for
every-session measures in Study 3. One-way ANOVAs on pre-test scores
were conducted to check for randomization. There were no significant
between-group differences in all measured variables, including self-
regulated strategy use (p = .21, η2 = 0.04), task-irrelevant thoughts
(p = .65, η2 = 0.01), self-efficacy (p = .69, η2 = 0.01), and reading
performance (p = .53, η2 = 0.02).

5.2.2. Effects of intervention programs on changes from pre-to post-test


scores
Parameter estimates from the mixed linear models are presented in
Supplementary Information 3. The results showed that there was a sig­
nificant time × group interaction in task-irrelevant thoughts, F(2, 75) =
7.31, p < .01, although not in self-regulated strategy use, F(2, 75) =
0.60, p = .55, self-efficacy, F(2, 75) = 0.33, p = .72, and reading per­
formance, F(2, 75) = 0.94, p = .40 (see Fig. 4). More precisely, students
in the STR + SRL group showed a steeper decrease in task-irrelevant
thoughts than the REG (Est. = − 0.89, SE = 0.24, t = − 3.66, p < .01,
95% CI = [− 1.37, − 0.40]) and STR (Est. = − 0.68, SE = 0.24, t = − 2.80,
p < .01, 95% CI = [− 1.16–0.20]) groups.

5.2.3. Effects of intervention program on changes across six sessions


We conducted mixed linear model analyses with three dependent
variables (i.e., self-efficacy, task-irrelevant thoughts, performance)
measured across six sessions. In all three models, session × group in­
teractions were not statistically significant (ps ≥ .13), whereas the main
effects of group were significant in task-irrelevant thoughts, F(1, 50.86) Fig. 5. Study 3: Estimated group means of self-efficacy and standardized per­
= 9.78, p < .01, and standardized reading performance, F(1, 53.80) = formance scores throughout the six sessions in the reading domain.
6.72, p = .01 (see Fig. 5). These findings indicate that the STR + SRL Note. STR = strategy instruction; STR + SRL = strategy and self-regulated
group (estimated M = 1.67, SE = 0.12) showed a lower mean score of six learning instruction.
task-irrelevant thought measures than the STR group (estimated M =

2.22, SE = 0.13). On the contrary, the STR + SRL group (estimated M =


0.23, SE = 0.14) showed a higher mean score of six performance mea­
sures than the STR group (estimated M = − 0.27, SE = 0.14).

6. Meta-analyses of intervention effects on dependent variables

To synthesize the results from the three studies effectively, we con­


ducted meta-analyses using Comprehensive Meta-Analysis Version 4.0
software (Borenstein, 2022) and reported the integrated standardized
effect sizes (Cohen’s ds) in Table 3. For the dependent variables whose
heterogeneity measures were statistically significant, the effect sizes
were integrated using a random-effect model. The results indicated that
there were significant differences between the STR + SRL and REG
groups in the self-regulated strategy use (d = 0.56, SE = 0.17, 95% CI =
[0.22 0.90], p < .01), task-irrelevant thoughts (d = − 0.96, SE = 0.40,
95% CI = [− 1.78–0.22], p = .01), and performance (d = 0.99, SE = 0.46,
95% CI = [0.09 1.89], p = .03). Self-efficacy showed a marginally sig­
nificant difference between the two groups (d = 0.30, SE = 0.17, 95% CI
= [− 0.03 0.63], p = .08). The STR + SRL group also differed from the
STR group in self-regulated strategy use (d = 0.79, SE = 0.31, 95% CI =
[0.18 1.39], p = .01), task-irrelevant thoughts (d = − 0.82, SE = 0.32,
95% CI = [− 1.44–0.20], p = .01), and marginally in performance (d =
Fig. 4. Study 3: Estimated group means for the pre- and post-test scores of task- 1.02, SE = 0.55, 95% CI = [− 0.06, 2.09], p = .06). The STR and REG
irrelevant thoughts in the reading domain. groups showed none of the significant differences in all dependent
Note. REG = regular classroom instruction; STR = strategy instruction; STR + variables (|d|s < 0.21, ps > .23), except for the self-regulated strategy
SRL = strategy and self-regulated learning instruction.

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M. Lee et al. Learning and Instruction 88 (2023) 101810

use reporting a marginally significant group difference (d = 0.33, SE = students to be aware of planning, implementing, monitoring, and
0.17, 95% CI = [− 0.01 0.66], p = .06). adjusting appropriate domain-specific strategies. Based on our non-
significant group differences between the STR and REG groups, the
7. Discussion regular classroom instructions have already covered a lot of domain-
specific strategies regarding how to write an essay, solve math word
There has been a continuous effort to boost younger students’ self- problems, and comprehend text materials (see Table 3). The remaining
regulated learning by incorporating domain-specific strategies in their four phases—self-assessment, task analysis, goal setting, and outcome
classroom settings (Sontag & Stoeger, 2015; Stoeger et al., 2014). Taking evaluation—are not necessarily specific to a particular domain; rather,
one step forward, we developed self-regulated learning interventions in they are more like metacognitive processes applicable to diverse con­
three core academic domains (i.e., writing, mathematics, and reading) texts and domains as a generic framework. That is, once students catch
led by teachers in elementary school classrooms and based on Zim­ the domain-general feature of the cyclical model of self-regulated
merman’s cyclical model (2000). By implementing this approach, the learning, they can freely choose and switch appropriate strategies
applicability of interventions can be expanded to encompass multiple learned in their classes depending on the task, situation, context, and/or
subject domains commonly taught and considered core in elementary domain within the self-regulated learning cycle. Thus, it would be
school classrooms, unlike a single-domain approach (e.g., Kolovelonis beneficial to provide students with explicit instructions about the
et al., 2022; Lau, 2020). Throughout the three studies, our interventions cyclical model and each phase of self-regulated learning processes, and
were beneficial for elementary school students to enhance their encourage them to apply the cyclical model to diverse subject domains
self-regulated strategy use and task performance, and to diminish using acquired strategies.
task-irrelevant thoughts during the task.
7.2. Multifaceted cognitive and motivational outcomes
7.1. Effectiveness of eight-phase self-regulated learning interventions
One noticeable outcome measure in the present research was task-
The integrated results from the meta-analyses with three data sets in irrelevant thoughts, which were remarkably reduced by our self-
writing (Study 1), math (Study 2), and reading (Study 3) revealed that regulated learning interventions during task performance. When circu­
our self-regulated learning interventions were more effective than reg­ lating the eight phases of self-regulated learning, students concentrate
ular classroom instructions for elementary school students in enhancing more on the ongoing task and activate task-relevant thoughts, such as
self-regulated strategy use, performance, and marginally, self-efficacy, useful strategies or background knowledge. This finding was consistent
(p = .08) and decreasing task-irrelevant thoughts (see Table 3). with the results from previous self-regulated learning interventions
Cohen’s ds were larger than 0.50, except for self-efficacy (d = 0.30), developed for university students (Ganda & Boruchovitch, 2018;
implying that the advantages of our interventions were medium to large Grunschel et al., 2018). These studies indicated that college students
in comparison with regular classroom instructions. These findings were who participated in self-regulated learning interventions exhibited
not surprising because most educational treatments (i.e., learning skill higher concentration on the task than those in the control groups. The
interventions) were known to be beneficial to some extent compared to finding hints at the potential mechanism that underlies the effects of
regular classroom instructions, which are the same as no treatment self-regulated learning intervention, which is mediated by concentration
(Hattie et al., 1996). Thus, intervention studies should retain control on the task, subsequently leading to increased strategy uses, motiva­
groups exposed to control programs containing the same content and tional beliefs, and academic performance. While inhibiting
activities of the intervention programs other than the target treatment, task-irrelevant thoughts and concentrating on a task, students could
as well as the no-treatment group. In this respect, the STR groups, who reserve enough working memory capacity to monitor, control, and
received instructions about domain-specific strategies but not about reflect on their performance (Lee et al., 2021; Linnenbrink et al., 1999).
self-regulated learning, played a role as control groups. Throughout the Unexpectedly, our interventions did not demonstrate a boosting ef­
series of studies, we could observe the relative effectiveness of our fect on students’ self-efficacy in the subject domains in comparison with
self-regulated learning interventions on self-regulated strategy use, regular classroom instruction and strategy-only instruction. This finding
task-irrelevant thoughts, and marginally, performance (p = .06), over was incongruent with prior research demonstrating the benefits of self-
the strategy-only instructions. regulated learning interventions on self-efficacy (Guthrie et al., 2004;
Our findings echo the importance of connecting self-regulated Schünemann et al., 2013). According to Zimmerman’s (2013) concep­
learning interventions to the specific subject matter. Self-regulated tual foundations of self-regulated learning, self-efficacy as a subjective
learning interventions embracing domain-specific strategies would be belief about one’s learning and performance in a particular domain
more beneficial for elementary school students, who might struggle with might play a key role in successful self-regulatory processes. It functions
transferring skills and strategies between domains (Dignath & Büttner, as a core impetus to initiate and sustain self-regulated learning
2008; Hattie et al., 1996). Most previous studies have also developed a throughout the learning processes. Even though we could only find a
self-regulated learning intervention within a single domain and exam­ marginally significant group difference between the STR + SRL and REG
ined its effects on the domain-specific outcome measures, such as groups in the post-test self-efficacy score, the composite scores of
reading performance or mathematics problem-solving (e.g., Brunstein & every-session self-efficacy measures showed that the STR + SRL groups
Glaser, 2011; Leidinger & Perels, 2012; Stoeger et al., 2014). This reported higher self-efficacy scores than the STR groups across the six
single-domain approach has been widely adopted to promote students’ sessions in both Study 2 and 3. From this finding, we had to admit that
near transfer from newly acquired self-regulated learning skills within students’ self-efficacy in a subject domain (i.e., writing, math, or
the domain to the same or similar areas (Perkins & Salomon, 1989). Still, reading) is difficult to change using our self-regulated interventions.
the ultimate goal of self-regulated learning interventions is to help stu­ However, students’ at-the-moment context-specific efficacy belief—­
dents apply skills to not only a particular subject domain but also other whether they believe that they can successfully write about a particular
school subjects freely and appropriately. To achieve this, Hattie et al. topic, solve a math problem, or comprehend a presented text—can be
(1996) highlighted that the interventions should be delivered across all enhanced. Another possibility is that students’ self-efficacy for
classes or contexts tailored to each specific domain. self-regulated learning might be increased first and then transferred to
From this perspective, we suggest that the cyclical model of self- domain-level self-efficacy (Ganda & Boruchovitch, 2018; Zimmerman
regulated learning can function as a generic framework, encompassing et al., 1992). Further research needs to address the role of self-efficacy
multiple subject instructions dealing with specific strategies. In our for self-regulated learning as an integral outcome of self-regulated
eight-phase cyclical model, four phases—the fourth to seventh—require learning interventions.

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M. Lee et al. Learning and Instruction 88 (2023) 101810

7.3. Potential practical implications of teacher-led classroom content knowledge than researchers. Acknowledging and mitigating the
interventions burdensome nature of teaching, dispelling teachers’ misconceptions
about self-regulated learning, and providing comprehensive examples
It is noteworthy that elementary school teachers were invited at the and interactive communication channels with the research team would
beginning of the intervention development with researchers as part of facilitate the implementation of self-regulated learning interventions in
the teacher professional development program. In accordance with subject-specific classes.
previous meta-analytic studies, one of the most consistent findings in Another potential limitation is that for elementary school students, it
self-regulated learning interventions was that teacher-led interventions may be quite overwhelming to remember the eight phases of the self-
were less effective than researcher-led ones (e.g., Dignath & Büttner, regulated learning cycle when they are first introduced. Particularly,
2008). There could be several reasons, although we focused on the for younger students, having enough time to familiarize themselves with
possibility that the separation between intervention developers, mostly the eight phases is essential before they are required to apply them to
researchers, and intervention operators, mostly teachers (De Corte, problem-solving contexts. One way to overcome this limitation would be
2000), can minimize experimenter bias threatening the internal validity to give instruction while parceling up the eight phases into three (i.e.,
of experiments. However, researchers who focus on theoretical and forethought, performance control, self-reflection) or four (i.e., self- and
empirical rigor might easily underestimate the dynamic variability in task-analysis, goal setting and strategic planning, monitoring and
classroom settings, such as the principal’s or parents’ interference. adjustment, outcome evaluation and self-reflection) groupings.
Teachers who focus on implementation without sufficient background Future research must employ a more rigorous longitudinal experi­
knowledge about the construct and experimental design might under­ mental design to ensure that the amount of instructional length and
estimate the potential effects of subtle changes in the program or dif­ presence of teacher feedback are controlled for between the STR and
ferences in nuances of their explanation. To prevent this possibility, the STR + SRL groups, as these variables could impact the outcomes. The
teachers who participated in our studies actively voiced their opinion STR + SRL groups’ extended instructional time dedicated to introducing
about program content and procedures, as well as administrative work and training self-regulated learning could have been balanced by
to convince parents and principals. Throughout the interactive discus­ incorporating other new, neutral skills, such as information-searching or
sion between the researchers and teachers, the ecological validity and communication skills for the STR groups. In light of the crucial role that
replicability of the current interventions could be enhanced in Korean teacher feedback plays in enhancing student self-regulated learning
elementary school contexts. (Callan et al., 2022), the presence of teacher feedback can be considered
We could also expect that teachers’ depth of understanding about an additional treatment in future research. It is imperative to examine
self-regulated learning can be boosted by program participation. A few the delayed effects of interventions and the underlying psychological
studies have highlighted that teachers tend to have false beliefs about mechanisms by conducting longitudinal studies (Shin et al., 2022).
self-regulated learning, such that self-regulated learning is likely to be Future studies can also measure teacher reports about their beliefs
unteachable (Lawson et al., 2019) or that it is the same as and attitudes about self-regulated learning before and after participating
self-directedness (Callan & Shim, 2019). These conceptual confusions in the interventions. Based on the expectation that we would not be able
might make teachers reluctant to offer explicit instructions or guidelines to draw a meaningful conclusion with only nine teachers who partici­
to students about self-regulatory processes during classes. Moreover, pated in these studies, we did not measure any teacher reports in the
teachers with false beliefs may disparately emphasize the importance of studies except for the fidelity checklists. We were also concerned about
self-regulated learning for students who they believe self-regulate their the possibility that addressing teacher reports would distract the
learning. Nonetheless, once teachers participate in the intensive training research focus of developing self-regulated learning interventions in
sessions to implement the intervention, they can easily revise their be­ three academic domains for elementary school students. However, ac­
liefs and try to implement the self-regulated learning intervention as cording to a previous study (Steinbach & Stoeger, 2016), teachers who
accurately as possible (Steinbach & Stoeger, 2016). Although we could participated in the intervention study might change their beliefs and
not assess teachers’ belief changes about self-regulated learning, our attitudes about self-regulated learning and encourage students to use it
intensive one-on-one mentoring session as part of the teacher profes­ in their classrooms. In future research, changes in teachers’ beliefs and
sional development program could be expected to lead them to better instructional behaviors depending on the participation in intervention
understand and implement the self-regulated learning cycle in their programs must be explored.
classes. The absence of objective fidelity measures based on classroom ob­
servations is another concern in these studies. The interventions started
7.4. Limitations and future directions in the middle of the COVID-19 pandemic. Under this unexpected
emergency context, schools were extremely sensitive about the spread of
Despite the significance of this research, we acknowledge that the the virus and strictly controlled visitor access. For this reason, teachers’
generalizability of our findings may be restricted to Korean elementary instructions could not be rated by a third person, although, as comple­
school contexts. In future research, the effectiveness of our intervention mentary measures, we collected teachers’ self-reported checklists and
should be replicated in different cultural and educational settings with students’ activity sheets indicating confirmed fidelity. For future
appropriate customization (Harackiewicz & Priniski, 2018). To enhance research, we suggest including objective fidelity measures such as a
the applicability of the interventions across diverse cultures, we checklist rated by at least two trained research assistants observing the
recommend emphasizing the pivotal role of teachers who can timely intervention sessions (Shin et al., 2019). Following O’Donnell (2008)’s
prompt and remind students about the cyclical feature of self-regulated guidelines, the checklist for assessing the fidelity of interventions must
learning throughout classes (Callan et al., 2022). At the outset, teachers be defined a priori with theoretical and operational clarity. It must
may be burdened with several tasks and initial resistance to incorpo­ measure critical components and processes of both experimental and
rating novel teaching techniques, as we witnessed in our teacher comparison conditions with random or complete census sampling.
workshops. However, once convinced, they are more apt to apply the Through this approach, researchers could screen participants demon­
self-regulated learning cycle to the given subject matter based on their strating nonadherence to the intervention, which can compromise the

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M. Lee et al. Learning and Instruction 88 (2023) 101810

overall efficacy of the intervention (Nagengast et al., 2018). They can and cognitive outcomes. The findings suggest that when focusing on the
also scrutinize possible challenges to implementing or complying with self-regulated learning cycle, students are less distracted by
the interventions (Brisson et al., 2020; Kline et al., 1992). task-irrelevant thoughts, leading to increased performance and
self-regulated strategy use. In future research, our response to the call for
8. Conclusion enhancing younger students’ self-regulated learning needs to be repli­
cated and extended in different cultural and educational settings.
With an increasing emphasis on life-long education to prepare for the
unpredictable, complex, and rapidly changing society, students are ex­ Declaration of interest
pected to learn and practice self-regulated learning skills at a young age.
In line with the recent approaches to enhance elementary school stu­ None.
dents’ self-regulated learning, we developed and examined the effects of
three sets of ecologically valid self-regulated learning interventions,
Funding
embracing instructions about domain-specific strategies in writing,
mathematics, and reading domains based on Zimmerman’s (2000,
This work was supported by the Ministry of Education of the Re­
2013) cyclical model. Considered together, the success of our in­
public of Korea and the National Research Foundation of Korea (NRF-
terventions contributes to the current literature in three aspects. Above
2021S1A5A8065217).
all, we found that our eight-phase cyclical model of self-regulated
learning was effective across three different subject domains. It im­
plies that our interventions are compatible with domain-specific in­ Data statement
structions in multiple subjects by being a generic framework that guides
and prompts self-regulatory learning processes in elementary class­ The research data is unavailable to access because it is confidential.
rooms. Our findings also reiterate the importance of the teachers’ role in
research-based interventions to increase ecological validity and appli­ CRediT authorship contribution statement
cability. Inviting teachers at the beginning of the intervention devel­
opment reduced the possibility of teachers taking a passive and limited Minhye Lee: Conceptualization, Methodology, Funding acquisition,
role in implementing the interventions. Teachers’ practical knowledge Project administration, Supervision, Writing – original draft, Writing –
about classroom dynamics and administrative procedures should be review & editing. Sun Young Lee: Data curation, Formal analysis,
welcomed and reflected to increase the effectiveness of classroom in­ Investigation, Resources. Ji Eun Kim: Data curation, Formal analysis,
terventions. We shed light on the potential mechanism that underlies the Investigation, Resources. Hyun Jae Lee: Data curation, Formal analysis,
relationship between enhanced self-regulated learning and motivational Investigation, Resources.

Appendix A. The Eight-Phase Cyclical Model of Self-Regulated Learning

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M. Lee et al. Learning and Instruction 88 (2023) 101810

Appendix B. Program Contents of Intervention Groups


Table B.1
Study 1: Program Contents of Strategy (STR) and Strategy + Self-Regulated Learning (STR + SRL) Intervention Groups in the Writing Domain

Session STR Group STR + SRL Group

1–3 Regular class instruction Introduction to SRL: Teacher instruction about SRL
- What is SRL and why is it important?
- What are the eight phases of SRL?
- How can we use the eight-phase SRL for writing an essay?
- How do the eight phases circulate and interact with each other?
4–5 Practice strategies: Teacher instruction about three writing strategies and practice strategies with a short writing exercise
- Brainstorming
- Drawing a mind map
- Having a conversation about the topic with friends
6–7 How to write a persuasive essay: Teacher instruction about writing a persuasive essay
- What is a persuasive essay and why is it necessary?
- What are the main features of a persuasive essay?
- What is the format and composition of a persuasive essay?
8–12 Writing practice: Write a persuasive essay every day using the three Writing practice: Write a persuasive essay every day using the three writing strategies and eight
writing strategies phases of SRL as a whole process
Teacher feedback about student SRL

Table B.2
Study 2: Program Contents of Strategy (STR) and Strategy + Self-Regulated Learning (STR + SRL) Intervention Groups in the Mathematics Domain

Session STR Group STR + SRL Group

1 STR 1 instruction: Overall introduction to the program and teacher instruction STR 1 instruction: Overall introduction to the program and teacher instruction about
about “drawing a diagram” strategy “drawing a diagram” strategy
Introduction to SRL: Teacher instruction about SRL
- What is SRL and why is it important?
- What are the eight phases of SRL?
- How can we use the eight-phase SRL for solving math word problems?
2 STR 1 practice: Solve word problems using the “drawing a diagram” strategy STR 1 practice: Solve word problems using “drawing a diagram” strategy
Getting used to the eight-phase SRL: Memorize and get used to the eight phases of SRL
while solving the word problems using STR 1
3 STR 2 instruction: Teacher instruction about the “making a table” strategy STR 2 instruction: Teacher instruction about “making a table” strategy
Introduction to the cyclical model of SRL: Teacher instruction about how the eight phases
circulate and interact with each other
4 STR 2 practice: Solve word problems using “making a table” strategy STR 2 practice: Solve word problems using the “making a table” strategy
Practice SRL cycle I: Practice cyclical SRL while solving the word problems using STR 2
Teacher feedback about student SRL
5 STR 3 instruction & practice: Teacher instruction about “finding a rule” STR 3 instruction & practice: Teacher instruction about “finding a rule” strategy and
strategy and student practice student practice
Practice SRL cycle II: Practice cyclical SRL while solving the word problems using STR 3
Teacher feedback about student SRL
6 Solve word problems using the three strategies Solve word problems using three strategies and SRL as a whole process
Teacher feedback about student SRL

Table B.3
Study 3: Program Contents of Strategy and Strategy + Self-Regulated Learning Intervention Groups in the Reading Domain

Session STR Group STR + SRL Group

1 Introduction to TWA strategy: Teacher instruction about the TWA strategy


2 Read a news article using TWA Introduction to SRL: Teacher instruction about SRL
- What is SRL and why is it important?
- What are the eight phases of SRL?
- How can we use the eight-phase SRL for reading a text?
3 Read a discussion paper using the TWA Read a news article using TWA strategy
strategy
Getting used to the eight-phase SRL: Memorize and get used to the eight phases of SRL while reading a news article
4 Read a story text using the TWA strategy Read a discussion paper using TWA strategy
Introduction to the cyclical model of SRL: Teacher instruction about how the eight phases circulate and interact with each
other
5 Read a story text using the TWA strategy Read a story text using the TWA strategy
Practice SRL cycle I: Practice cyclical SRL while reading a story
6 Read an essay using the TWA strategy Read a story text using the TWA strategy
Practice SRL cycle II: Practice how to diagnose one’s phase accurately and circulate SRL
7 Read an expository text using the TWA Read an essay using the TWA strategy
strategy
Practice SRL as a whole process while reading an essay using the TWA strategy
8 Regular class instruction Read an expository text using TWA
Practice SRL as a whole process while reading an expository text using the TWA strategy

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Appendix C. Items, Composite Reliabilities, and Intraclass Correlation Coefficients of Measures

Variable (Reference) Item Composite reliability ω and ICC

Study 1 Study 2 Study 3

Self-regulated strategy use during task (Shell & During the [SUBJECT] task, Pretest: 0.77 Pretest: 0.81 Pretest: 0.89
Husman, 2008) I try to determine the best approach for each problem. Posttest: Posttest: Posttest:
I try to monitor my progress. 0.78 0.86 0.90
I make plans for how I will solve the problems. ICC: 0.29 ICC: 0.36 ICC: 0.50
I use different ways to organize my thoughts, such as diagrams, charts,
timetables, etc.
I check myself to see how well I am understanding.
I take notes and jot down questions.
I focus on understanding the important ideas.
I set goals for myself which I try to accomplish.
Task-irrelevant thoughts during task (Linnenbrink et al., During the [SUBJECT] task, Pretest: 0.85 Pretest: 0.90 Pretest: 0.86
1999) *I thought about things other than the task. Posttest: Posttest: Posttest:
I had a hard time concentrating. 0.84 0.88 0.89
I had a hard time working on the task at hand. ICC: 0.59 ICC: 0.50 ICC: 0.20
I often lost track of what I was thinking.
I had difficulty keeping my mind on thing.
Self-efficacy for learning in [SUBJECT] domain (Bong *I’m confident that I can solve [SUBJECT] problems. Pretest: 0.83 Pretest: 0.92 Pretest: 0.91
et al., 2012) I’m confident that I can fully remember the things that I learn in Posttest: Posttest: Posttest:
[SUBJECT] class. 0.87 0.94 0.94
I can understand even the complicated things presented in [SUBJECT] ICC: 0.66 ICC: 0.77 ICC: 0.62
class.
I can identify the most important ideas in [SUBJECT] content.
I can easily understand the topics taught in [SUBJECT] class.
Domain-specific academic performance Study 1: Teacher-rated four dimensions of writing quality Pretest: 0.82 Pretest: 0.89 Pretest: 0.86
Study 2: Twelve math word problems Posttest: Posttest: Posttest:
Study 3: Eight reading comprehension problems 0.90 0.88 0.81
ICC: 0.32 ICC: 0.67 ICC: 0.33
Note. ω = omega; ICC = intraclass correlation coefficient. * Items used for a single-item measure throughout the sessions in Studies 2 and 3.

Appendix D. Supplementary data

Supplementary data related to this article can be found at https://doi.org/10.1016/j.learninstruc.2023.101810.

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