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An Introduction To Distance Education Understanding Teaching and Learning in A New Era 2nd Edition Martha F. Cleveland-Innes (Editor)
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An Introduction to
Distance Education
Edited by
Martha F. Cleveland-Innes
and D. Randy Garrison
Second edition published 2021
by Routledge
52 Vanderbilt Avenue, New York, NY 10017
and by Routledge
2 Park Square, Milton Park, Abingdon, Oxon OX14 4RN
Routledge is an imprint of the Taylor & Francis Group, an informa business
© 2021 Taylor & Francis
The right of Martha F. Cleveland-Innes and D. Randy Garrison to be identified
as the authors of the editorial material, and of the authors for their individual chapters,
has been asserted in accordance with sections 77 and 78 of the Copyright,
Designs and Patents Act 1988.
All rights reserved. No part of this book may be reprinted or reproduced or utilised
in any form or by any electronic, mechanical, or other means, now known or
hereafter invented, including photocopying and recording, or in any information
storage or retrieval system, without permission in writing from the publishers.
Trademark notice: Product or corporate names may be trademarks or registered trademarks,
and are used only for identification and explanation without intent to infringe.
First edition published by Routledge 2010
Library of Congress Cataloging-in-Publication Data
Names: Cleveland-Innes, Martha, 1956– editor. |
Garrison, D. R. (D. Randy), 1945– editor.
Title: An introduction to distance education: understanding teaching and
learning in a new era / edited by Martha Cleveland-Innes, and D. Randy Garrison.
Identifiers: LCCN 2020019309 (print) | LCCN 2020019310 (ebook) |
ISBN 9781138054400 (hardback) | ISBN 9781138054417 (paperback) |
ISBN 9781315166896 (ebook)
Subjects: LCSH: Distance education.
Classification: LCC LC5800 .I68 2020 (print) |
LCC LC5800 (ebook) | DDC 371.35–dc23
LC record available at https://lccn.loc.gov/2020019309
LC ebook record available at https://lccn.loc.gov/2020019310
ISBN: 9781138054400 (hbk)
ISBN: 9781138054417 (pbk)
ISBN: 9781315166896 (ebk)
Typeset in Bembo
by Newgen Publishing UK
Contents
but we see ourselves as part of a movement that can promote big change
in the world. We know that when we take a sledgehammer to the trad-
itional geographic and social boundaries of our work, we not only create
a larger “market” for our work, we actually create new boundaries that
are permeable, but not invisible. When distance learning is responsive to
social and cultural demands, when we acknowledge that everything we
create has socio-cultural implications, we realize we are alchemists, and
well-intentioned alchemists can do good things. But they also have cap-
acity for doing great harm. The most mundane ideas in one culture can
become a dangerous virus in another. So we find ourselves making moral
and ethical, not just practical, decisions when we design and deliver dis-
tance education.
Let’s glance back a couple of decades to think about the state of things
in distance education, just to get a sense of how far we have come. Bernard
et al. (2004), in a landmark meta-analysis of distance education, concluded
that when they examined studies comparing classroom instruction with
distance education, they found effect sizes of essentially zero overall on
attitude, achievement, and retention. Pretty depressing, really. But there
was also great variability among studies, suggesting the overall results were
masking some effects, such as the differences between asynchronous and
synchronous delivery or the designs of the courses.
It is important to remember that at that point in the evolution and
practice of distance education, in the 1980s–90s when most of the research
they reviewed was conducted, much of the research was about “Fordist”
or on rare occasions “Post-Fordist” education, and barely peeked over the
fence to consider the disruptions just surfacing outside the paddock. The
most innovative of them were concerned with online discussions, learning
management systems, and comparisons of conventional classrooms with
conventional distance education classrooms. Even several years later,
conversations were just beginning to turn to more informal and efferves-
cent online learning, social media, and MOOCs. Dave Cormier’s notion
of “rhizomatic learning” was just being hatched. And we were no longer
talking as much about how we controlled learning environments.We were
thinking about how informal learning was a legitimate enterprise, and
how in online learning environments we were merging informal, learner-
directed learning with formal, institution-directed teaching.
So just when educators were getting comfortable with some dated
assumptions behind distance education, informal online learning was
flourishing and shaking up those ideas. But change doesn’t magically
happen when new ideas emerge. Formal learning and its doppelgänger,
non- formal learning (which uses formal learning conventions and
structures, but learners have control of how they consume or participate),
foreword: an attendant posture ix
x richard a. schwier
REFERENCE
Bernard, R.M., Abrami, P.C., Lou,Y., Borokhovski, E., Wade, A., Wozney, L., et al. (2004).
How does distance education compare with classroom instruction? A meta-analysis
of the empirical literature. Review of Educational Research, 74(3), 379–439.
PA R T I
INTRODUCTION
transformative impact, and indeed, has widened the digital divide” and,
as such, “providers of online education, whether administrators, program
planners, instructional designers, teachers, student support personnel, and
others in key roles are faced with formidable challenges to ensure that dis-
tance education and training remains relevant and effective in this digital
age” (p. 33).
An Introduction to Distance Education: Understanding Teaching and Learning
in a New Era is a response to this reality. It is a comprehensive examination
of the current education context, where distance education is presenting
itself, evolving, and making itself known. The modern era of distance and
higher education operates in a postmodern, post-Fordist socioeconomic
environment. Thus, the post-industrial approach to distance education is a
transforming factor in higher education; fundamentally reconceptualizing,
restructuring, and significantly reshaping the teaching and learning trans-
action. This book provides a detailed review of the influence of industrial
distance education, and the current changes occurring through the tran-
sition to post-industrial society. Most critically, it outlines what must be
part of distance education design and delivery for effective education in
the twenty-first century.
In the design and delivery of twenty-first-century distance educa-
tion, online teaching and learning has emerged. Defined as Internet-
based learning that delivers content and enables communication
between instructor and students, online teaching and learning is rooted
in the transaction of distance education and advanced computer and
communications technology.1 Absent from the developing field is a foun-
dation of thought from the fields of distance, higher, and adult education.
Previous discussions on the topic of online learning pay little attention
to this integration; what reference is available is superficial and separate
from the premises of facilitating online learning. This text presents the
conceptual and structural foundation of factors contributing to the
emergence and successful implementation of online learning. It explains
how we get to quality learning outcomes in the post-industrial online
environment. This text provides the reader with a rationale, answering
the “why” question for the development of new teaching and learning
models for a new era.
The content of the book is based upon the research and practice
of multiple authors regarding educational approaches and transitions as
they are shaped and influenced by new and emerging technologies and
broad-based societal change. The premise is that the twenty-first century
represents a new era of distance education identified by collaborative com-
munities of inquiry in an online learning environment. The framework
and conceptual foundation for the theory and practice of online education
teaching and learning in distance education 5
answered and consider the extent to which a new model of teaching and
learning can be maintained without compromising access and required
cost-effectiveness, so certain to the traditions of distance education.
All chapters provide pedagogical enhancements and support for
teachers and learners using the book. The supports are of several kinds.
Some chapters offer review and reflection questions with key terms and
definitions. In addition, quotes that illuminate central premises in the
chapter are offered in sidebars throughout each chapter.
The field of distance education, and its evolution over time, occurred
because of people dedicated to the cause of improved access to education
and the development of the structures and processes required to do so.
These significant contributors to the field are people who were instru-
mental in the growth of field; they are the builders, creators, developers,
and pioneers. Understanding these people and the work done over time
provides a more grounded view of how things have emerged and changed
over time in distance education. There are many who could be named; a
select few have been included in this text. Each chapter includes a biog-
raphy and picture of one significant contributor to the field of distance
education, one whose work is aligned with the topic of the chapter.
CONCLUSION
The content of the book provides discussion of the past and present con-
text for higher and distance education, with a view to accessible educa-
tion and appropriate use of technology for education. This book provides
longitudinal perspectives on distance education broadly, with particular
emphasis on the shape of distance teaching and learning over time. It is
assumed that the evolution of distance higher education provides valu-
able responses to the challenges facing higher education in general. This
is particularly so in reference to teaching and learning. The move from
industrial distance education to post-industrial collaborative, constructivist
learning in online environments gives us a window to possible changes in
higher education –whether online, blended, or face-to-face.
A fulsome view of distance education in all its forms, over time and
space, is necessary to see both the value and the imperatives in the changes
in teaching and learning that have occurred. This book is an introduction
to distance, online, and blended learning for students, a working refer-
ence for faculty and instructional designers, and a guide to the future
for senior administrators to understand distance, online and blended
learning approaches in higher education. It will have particular value to
teaching and learning in distance education 11
NOTE
1 The term ‘technology’ refers to person-made objects designed to extend human
capabilities, in support of life activities leading to sustenance and gratification. In
this discussion, the term technology will refer most often to computer systems as
an extension of human abilities.
REFERENCES
Beaudoin, M. F. (2015). Distance education leadership in the context of digital change.
Quarterly Review of Distance Education, 16(2), 33.
Bozkurt, A. (2019). From distance education to open and distance learning: A holistic
evaluation of history, definitions, and theories. In Handbook of Research on Learning
in the Age of Transhumanism (252–273). IGI Global.
Cleveland-Innes, M. & Garrison, D.R. (2009). The role of learner in an online commu-
nity of inquiry: Instructor support for first time online learners. In N. Karacapilidis
(ed.), Solutions and innovations in web-based technologies for augmented learning: Improved
platforms, tools and applications. Hershey, PA, USA: IGI Global.
Cleveland-Innes, M., Garrison, R., & Kinsel, E. (2007). Role adjustment for learners in
an online community of inquiry: Identifying the needs of novice online learners.
International Journal of Web-based Learning and Teaching Technologies, 2(1), 1–16.
Garrison, D.R. (2000). Theoretical challenges for distance education in the twenty-first
century: A shift from structural to transactional issues. International Review of Research
in Open and Distance Learning, 1(1), Retrieved September 29, 2008 from: www.
irrodl.org/index.php/irrodl/article/view/2/333.
Garrison, D. R. (2016). E-learning in the 21st century: A community of inquiry framework for
research and practice. London, UK: Routledge.
Garrison, D. R., & Cleveland-Innes, M. (2004). Critical factors in student satisfaction
and success: Facilitating student role adjustment in online communities of inquiry.
In J. Bourne & J. C. Moore (eds.), Elements of quality online education: Into the main-
stream. Volume 5 in the Sloan C Series, Needham, MA: The Sloan Consortium.
Garrison, D.R., & Cleveland-Innes, M. (2005). Facilitating cognitive presence in online
learning: interaction is not enough. American Journal of Distance Education, 19(3),
133–148.
Garrison, R., Cleveland-Innes, M., & Fung, T. (2004). Student role adjustment in online
communities of inquiry: Model and instrument validation. Journal of Asynchronous
Learning Networks, 8(2), 61–74. Retrieved December 2007 from www.aln.org/
publications/jaln/v8n2/v8n2_garrison.asp.
12 m. f. cleveland-innes
Ikenberry, S. (2001). Forward. In C. Latchem, & D. Hanna (eds.), Leadership for 21st
century learning: Global perspectives from educational perspectives. Sterling, VA.: Stylus
Publishing.
Keller, G. (2008). Higher education and the new society. Maryland: John Hopkins
University Press.
Xing, B., & Marwala, T. (2017). Implications of the fourth industrial age for higher edu-
cation. The_Thinker__Issue_73__Third_Quarter_2017.
C H A P T E R 2
From Independence
to Collaboration
A Personal Retrospective on Distance Education
D. R. Garrison
INDEPENDENT STUDY
As I immersed myself in the DE literature I was immediately faced with a
dissonance. My background in teaching and learning was largely grounded
in the transactional assumptions of adult education (my doctoral special-
ization). As a result I immediately found myself at odds with the accepted
orthodoxy of distance education that seemed to me excessively focused
on independent study. This was contrasted further by the fact that we
were doing cutting-edge work with audio teleconferencing predicated
on interaction. The reality was that my philosophical and practical pos-
ition was somewhat at odds with the remarkable success and influence of
the British Open University that reflected to some degree Peters’ (1994)
industrial model of distance education. Therefore, it appeared to me that
distance educators were myopically focused on access –perhaps with good
reason considering the contextual challenges at the time of accessing an
educational experience at a distance.
During the early period of disciplinary growth in the 1970s and
’80s distance education seemed to be preoccupied with justifying the
necessity for independent study due to overwhelming access challenges.
However, early attempts to establish distance education as a distinct dis-
cipline (see Holmberg, 1986; Peters, 1994) did not prove credible. This
was largely due to the premise and idealization of distance education
as independent study where course materials were developed by insti-
tutional teams to cost-effectively reach a mass audience. Unfortunately,
these standardized and institutionally produced course materials were
prescriptive and largely impervious to change and input from the
learners. The implicit assumption was that “complex, ambiguous con-
tent can be transmitted via text and grasped whole without question”
(Garrison, 1999, p. 11). Teaching guidance had to be designed into the
learning module and teacher proof. As a result it was clear to me early
in my new position that the focus had to shift to the nature and quality
of the educational experience and not succumb to the idealization of
independent study. Moreover, if distance education was to enter the edu-
cational mainstream the focus needed to shift to transactional learning
experiences. Distance had to be seen as merely a structural constraining
feature and not the defining construct.
The process of re-conceptualizing distance education began when
Doug Shale and I wrote an article that defined distance education from
the perspective of two- way communication; what we considered the
essential process of an educational experience (Garrison & Shale, 1987).
This caused me to further explore the implications of this criterion
when I wrote Understanding Distance Education: A Framework for the Future
from independence to collaboration 15
(Garrison, 1989). The goal of the book was to map what I perceived as an
eventual paradigmatic shift in distance education based on the merging
technological possibilities that could support two-way communication at
a distance. Doug Shale and I then took the opportunity to argue that the
way forward theoretically and practically was to view distance education
as education at a distance (Garrison & Shale, 1990). This meant focusing
on the educational transaction and a move away from the preoccupation
with distance and independence. We had concluded that distance itself
was too simplistic a concept to be of value in understanding the essential
transactional relationships of an educational experience (Garrison, 1989).
With the impending advances in communications technology it became
apparent that independent study was not a necessary option. We were
clear that we needed to have a hard look at the essence of an educational
experience.
During the period of the 1990s the focus in distance education
began to shift from structural constraints to the transactional dynamics
of a quality educational experience. Technological advances precipitated
challenges to the twentieth-century models of distance education based
on “distance constraints and approaches that bridged geographical
constraints by way of organizational strategies such as the mass produc-
tion and delivery of learning packages” (Garrison, 2000, p. 2). This early
period was generally regarded as the industrial era of distance education.
In my 2000 paper I argued that the advent of the twenty-first cen-
tury was the beginning of a shift in DE away from structural constraints
to a serious consideration of the transactional dynamics grounded in
mediated two-way communication not constrained by space or time.
Moreover, the terminology of distance education was beginning to be
replaced by online learning with the possibility of sustained interaction
and discourse over time and distance. This transformational argument is
supported by a recent analysis of the intellectual roots of distance edu-
cation (Bozkurt, 2019).
Pedagogic and not geographic theories of distance education began
to emerge as we approached the twenty-first century. For example, in an
attempt to focus on pedagogical elements of distance education, Moore
(1989) distinguished between three types of interaction –learner–content
interaction, learner– instructor interaction, and learner–learner inter-
action. However, consistent with traditional distance education theory
he placed emphasis on learner– content interaction and internal con-
versation. Learner–instructor interaction was based largely on instructor
presentations with limited feedback opportunities. Independence was
still viewed as a distinct advantage. However, Moore (1989) recognized
that learner–learner interaction was an “extremely valuable resource” but
16 d. r. garrison
COLLABORATION AT A DISTANCE
Discussion of collaborative approaches became more understandable and
therefore acceptable as distance educators began to experiment with com-
puter conferencing in the 1990s. At the time I predicted that the ability
of computer conferencing (this terminology evolved into online learning)
to support collaborative approaches to learning would “become not only
the defining technology of post-industrial distance education but will per-
vade conventional higher education” (Garrison, 1997a, p. 9). Ubiquitous
advances in communications technology virtually eliminated distance as
a contextual constraint and collaboration became a viable reality in dis-
tance education. In this regard I began to argue that distance education
should be approached as a transactional and collaborative experience. In
addition I began to use the phrase collaborative-constructivism to describe
the emergence of a new world-view of distance education (Garrison,
1997b). This was not only precipitated by the available technology but
the increasing acceptance that education is a social enterprise. This reality
from independence to collaboration 17
THINKING COLLABORATIVELY
Coming out of an educational psychology background I have always
had a strong interest in thinking and learning. While my initial interest
was on the individual dynamics of critical thinking, it became apparent
as a doctoral student that we were focusing too much on the individual
with constructs such as self-directed (regulated) learning. In my mind we
were not adequately considering the social context. In an early attempt to
address this issue I explored links between cognition and external man-
agement of the learning process (Garrison, 1992). After a close examin-
ation of the critical thinking and self-directed learning constructs it was
apparent that both implicitly recognized a world beyond the self. At the
time I came at this from the theory of communicative action (Habermas,
1981) that promotes the construct of mutual understanding through open
communication. In this way I was searching for a conceptual resolution
that would link the private and shared worlds of an educational experi-
ence (as I progressed I began to rely increasingly on the more relevant
educational perspective of John Dewey).
My challenge, therefore, was how to reconcile the cognitive independ-
ence of the individual and the interactive influence of the shared world
inherent in an educational experience? In my mind this was the dilemma
that distance education had struggled with (Daniel & Marquis, 1979) but
was not able to resolve.What could not be traded-off was purposeful inter-
action or collaboration in the construction of knowledge. I argued that
such a position was essential to address issues of bias and misunderstanding
through reflection and meaningful discourse. Collaboration brings an
essential dynamic to stimulating and shaping thinking and learning.
I wanted to explore how we reveal personal biases, challenge erroneous
ideas, and negotiate understanding systematically and rigorously. It is this
transaction that inspired me when distance educators focused excessively
on content and independence.
There is an inherent reluctance in most of us to openly explore
conflicting ideas and reveal personal biases.This is of particular importance
regarding the pragmatic demands of our connected knowledge society
and the proliferation of ideological channels and websites micro targeting
audiences and expositing singular perspectives. Deep and meaningful
learning necessitates that our thinking, ideas and biases be challenged. The
difficulty, however, in the age of the Internet where we can isolate our-
selves by choice, is to create the commitment and climate that supports
critical and creative thinking and learning. Critical thinking can best be
developed in a collaborative environment where thinking is shared and
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Language: English
THE
MEMOIRS OF
PAUL KRUGER,
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Anglo-Boer War
BY
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MDCDIII
All Rights reserved
LIST OF ILLUSTRATIONS
PAGE
The Wanderers Frontispiece
General De la Rey and His Staff 17
Mrs De la Rey beside Her Waggon 36
“The Picture of My Wandering Life” 63
“Our People” 96
Mesdames Ferreira and Bezuidenhout 134
Four of Mrs De la Rey’s Children, with Two 137
Little Girl Friends
Three of Mrs De la Rey’s Children 139
A Woman’s Wanderings and Trials
during the Anglo-Boer War
“The darker the night may be, the more do we pant for the
sunshine;
The denser the mist may close, the more do we yearn for
brightness;
The deeper the chasm before me, the more do I sigh for the
plains;
The darker the future may seem, the greater shall be my
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