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Before we turn to the issue of how to go about integrating new technologies and innovations into an existing institutional framework, we'd like to say a word or two about proper implementation. By proper implementation, we mean implementing new technologies in a way that is consistent with Chickering and Gamson's Seven Principles (1987). As noted in Discussion 1 (A Discussion of BioCalc and the Seven Principles), BioCalc exemplifies a learning environment a in strong accord with these principles. But as our bricoleursb were quick to point out to us, a learning environment like BioCalc doesn't just happen with the addition of a computer or any other learning technology. What matters most is how that technology is used, and that, our bricoleurs suggest, requires a new way of thinking about teaching and learning.
In the following sections, we tell the story of how BioCalc got off the ground, presenting as we go the advice and suggestions that UIUC faculty and administrators had for others who are about to embark on the path of implementation. We begin with an examination or the necessary resources--personal as well as institutional--then follow with a discussion of potential problems and how to address them.
A. Personal Resources: "It takes commitment." When we asked Jerry Uhl how it was possible to get a course like BioCalc going, his first comment was, "In the beginning of this, we had someone very committed from life sciences and someone very committed from math." And, without a doubt, most of the people with whom we spoke attributed BioCalc's development and implementation to the strong commitment made by Jerry Uhl (math) and Sondra Lazarowitz (life sciences). They were what we would call "champions"--people who embrace a cause and creatively and vigorously support it. Jerry's and Sandy's championing of BioCalc got it off the ground, but as Susan Fahrbach pointed out, keeping the program going has meant tapping into and relying on the abilities of others. She particularly stressed the point that while BioCalc's initial success had a great deal to do with its champions, since that time BioCalc seems to work regardless of who is teaching it.
The "true believers" were able to get the program up and running, but its success now lies with those who are teaching it and interacting with the students on a daily basis.
The UIUC faculty and administrators commented on a number of institutional resources that were necessary to secure in order to establish the BioCalc program.
It's no secret that technology-based courses generally cost more, at least initially, than traditional lecture-based courses. Therefore, finding both initial and sustained funding is vitally important. In the case of BioCalc, the first four years of the program were funded primarily through a Howard Hughes Medical Institute (HHMI) grant. That money, Susan Fahrbach (faculty director of the Howard Hughes Program at UIUC) pointed out, "was then used to leverage funds from the math department." But, as Charles Miller noted, that was just the initial phase of funding.
Sustainable funding of BioCalc has been somewhat problematic in light of financial constraints facing the math department. But because the program has garnered strong support both within the department and in the College of Liberal Arts and Sciences, funding has continued.
With technology-based courses, finding the appropriate class space is as important as finding funding. BioCalc, for instance, meets four days a week in a computer lab. At UIUC, there are numerous computer labs on campus where students have access to Mathematica and the C&M courseware. In addition, C&M classes are taught in two dedicated labs, which are also open to students at most times during the day and evening. With BioCalc, however, it was decided early on that there should be a computer lab available in one of the life sciences buildings rather than the math building. The funding for the BioCalc lab was included in the original grant from the Howard Hughes Medical Institute.
Jerry noted the value of providing a lab specifically for BioCalc students: "The kids in BioCalc feel more comfortable taking this course because it's in a life science building."
Unless you're a tekkie, the array of necessary technical resources for a course like BioCalc can be mind-boggling. We asked Tim Braun, a C&M lab technician, and Barbara Meyer, a computer-assisted instructional specialist in the School of Life Sciences, for specific advice on what's necessary to get a course of this technological caliber up and running smoothly.
Computers:
Keep in mind, too, that in technology-based courses like BioCalc, enrollment numbers are circumscribed in part by the number of available computers.
Brad: That's a good point. The design of the course doesn't restrict the number of students; it's basically the physical facilities that dictate the enrollment caps.
Networks:
Software:
Both Barbara and Tim agreed that technical support staff are vital to maintain the resources necessary for the BioCalc and C&M courses. "You have to have someone," Barbara told us, "who knows how to troubleshoot."
Tim reiterated that point:
By way of example, we asked Tim to explain just what his job as lab technician entailed.
Support staff, the BioCalc folks agreed, are truly instrumental in keeping the labs and courses running smoothly.
Personal and institutional resources are an important part of the story, but it's also important to know what others in similar situations have done. We know that every faculty member develops his or her own style and will only rarely simply adopt a new approach without modifications of their own. (This characteristic of faculty is one of the greatest strengths of higher education.) At the same time, we suspect that, with respect to knowledge about how to create and implement new approaches to learning, the vast majority of faculty innovators and early adapters end up "reinventing the wheel," and that, quite frankly, is an inefficient use of faculty time and effort. With this point in mind, we asked the people involved with BioCalc what they would tell those who are interested in implementing a similar type of reform on their own campuses. By far the most common answer was, "Seek out the folks who have or are doing it." Such people, the bricoleurs agreed, are a valuable resource in themselves.
Tim told us that, in addition, it's important for someone interested in this type of course to get a first-hand feel for the program and courseware.
In an effort to provide (as closely as possible) a conversation like the one recommended above, the BioCalc people with whom we spoke very generously shared with us the problems and issues that they had to address (and still do address, from time to time), as well as recommendations for improving the likelihood of successful implementation for others.
One of the first things the BioCalc folks talked about was the role of individuals in the implementation process. Specifically, they mentioned the need for course "champions" like Jerry Uhl and Sondra Lazarowitz. Champions have the energy and commitment to get the ball rolling.
Champions are able to attract the attention needed to secure funding--from both internal and external sources--and garner high-level support in their own departments.
Developing this kind of support and respect is crucial to reform efforts. As one person whom we interviewed noted, "Jerry Uhl was very savvy in securing top level support in the math department, which was crucial to getting BioCalc going because UIUC, like most universities, is a very hierarchical place." Having the support of the department head and others in the administration can get reform efforts on the path to implementation, whether or not others in the department are on board. Taking on the role of champion, however, is not for everyone, the BioCalc bricoleurs warned. Only tenured faculty should take on the challenge of developing this type of program from the ground up (including development of the instructional materials). As Jerry noted, "Untenured assistant professors [need to be cautious] because showing too much interest in something like this can be taken negatively." Which is not to say, Bruce was quick to add, that assistant professors can't teach reform courses.
It's also important to consider how cultural and historical factors will affect change--in some cases impeding it; in others, accelerating it. Being aware of these factors can help reformers anticipate difficulties and recognize and make use of opportunities that present themselves.
At UIUC, BioCalc's implementation was facilitated by the culture of the math department, which was generally supportive of experimental instruction and valued an array of instructional approaches. In fact, the department currently offers three different sections of Math 120 (Calculus I): traditional lecture/discussion using a standard text; computer-based instruction using Mathematica (C&M courses); and small group, collaborative learning sections that use graphing calculators (the Harvard section).c
Paul Weichsel, associate chair of the Department of Mathematics, explained further, noting that even in the midst of financial crisis, the math department as whole maintains its commitment to diverse instructional approaches.
Now [this kind of support for C&M in the face of financial constraints] was a kind of a cultural statement. It wasn't based on statistics and studies that said, "Hey, this stuff really works!" And that's generally the way we do things: try different approaches. Then we look back and ask, "Is there a principle that governed the way this operated?" And, in this case, the retrospective principle is simply this: One size does not fit all. The fact is, different students learn different ways. And offering people an array of possibilities in choosing their instructional style is a very sound thing to do, educationally.
BioCalc was initiated in 1994 at a time when calculus reform efforts were being mainstreamed into math curricula across the country. Five years earlier, when reform efforts were getting under way, Jerry Uhl and colleagues at UIUC and Ohio State University began developing the C&M courses (with funding from the National Science Foundation). By the time BioCalc came on line, several sections of C&M courses were up and running.
Ruth Wene: They started teaching sections of Harvard calculus at about the same time. So calculus reform was in the air, and this was part of it. Susan Fahrbach: The math department had started offering other courses with Mathematica, some special sections for engineering undergraduates. BioCalc was definitely separate and life science oriented, but we sort of caught that wave.
Faculty in departments that require mathematics courses for their majors ("client" departments) often are not satisfied with the way these courses are taught. They frequently view the mathematics faculty as concerned primarily with the mathematics majors and not with the needs of other majors. In these cases, they fault the courses with being too abstract and the mathematics too divorced from the subject matter and research themes of their own disciplines.
As Jerry pointed out, the ability--and willingness--of math departments to respond and meet the needs of not only their own students but those of students from other disciplines, as well, is vital to insure their survival. Other departments can (and, in many cases, do) teach the math their students need, if math departments don't.
Susan (interviewer): What about all those math TAs who would be out of business? Jerry: If Ford Motor Company still marketed 1950 Fords, they would have been out of business a long time ago.
New courses like BioCalc have to be actively "sold"--first, to faculty and administrators; then to students and advisors.
The BioCalc bricoleurs put it simply enough: students won't enroll in a course if they don't know about it. To ensure that students who can benefit (the "niche") will choose the course, they must effectively receive information about the course. As one life science faculty member told us, an easy way to generate student interest in a class is through its name.
But the BioCalc folks warn, targeting a course to particular students is not enough to ensure enrollment. Students have to be aware of not just the options available but which option might be best for them.
Bruce: Ideally, if they have sufficient instructional options, they can select for themselves the style of course that's for them. Brad: Exactly. We've seen here that sufficient options aren't enough. We have to somehow reach the students so that they really understand what those options are. At the time of our interviews (February, 2000), BioCalc did in fact have a rather low enrollment. Describing the situation, the associate chair of the math department implied that this was due to a "marketing" problem.
The bricoleurs explicitly attributed this to a lack of proper marketing; that is, the students were not enrolling because they weren't aware of their option to do so, either through direct advertising or through advisors.
Advising, as one interviewee told us, is crucial; it can make or break a course: "I think it would be fair to say that advising in the School of Life Sciences had changed somewhat over the last several years, and as a result there is a smaller fraction of students enrolling in BioCalc."
Another point that the BioCalc folks stressed is that some faculty will not support reform efforts, despite evidence of success.
We've had cases, actually, where a professor will give an exam and a bunch of kids in the class will display a clear lack of understanding of a some mathematical technique, and the professor with say, "Aha! It's the Mathematica!" So in one of these cases, we looked into it. We looked at all the grades, and it was simply not true. The kids who had not performed well were not the kids who had taken Mathematica. But those impressions die hard. You know, otherwise intelligent people are saying, "Don't bother me with the facts, I've already made up my mind." You see that all the time. Such resistance is common because, as Jerry put it, "math faculties have very mixed opinions about computer-based teaching"--for many of the reasons mentioned above: it's not the way they learned calculus; it's new and different and hasn't been "proven." And as Susan Fahrbach noted, reform can have a polarizing effect.
While it's not likely that those with negative views of reform efforts will change their minds, it is important to provide evidence of reform successes for those who have a healthy skepticism. These are the folks who are concerned that efforts to help students could in fact end up hurting them and believe that unless there is evidence that a new approach is better, caution is called for. Charles Miller, for example, was initially concerned about the quality of math education the School's major were receiving.
This need for evidence is one reason why assessment is critical to reform efforts. (See the Outcomes and Assessment section as well as Discussion 2 for information on BioCalc assessment at UIUC.)
Students, like faculty, have expectations of what a course should entail. When they find that a course differs from what they expected, they may begin to question what they are learning.
For instance, a common expectation among calculus students it that, unless you suffer, you haven't learned "real"calculus.
Jerry: As one C&M student put it, "If you take the standard calculus, you're regular army, and if you take C&M, you're National Guard." Moreover, some students view the computer as a crutch: "The computer is doing the work and therefore I'm not learning what I should."
Jerry: Now, what they don't know is that the people coming out of the standard calculus courses also can't do those calculations very well, either. For some students, just the fact that they're not doing paper and pencil calculations is cause for alarm.
In a course like BioCalc, faculty need to be prepared to address students' concerns about learning.
BioCalc is a learning environment that requires both students and instructors to adjust to new approaches to learning and teaching. Most faculty and students--including those featured in this case study--bring to their courses complex assumptions about teacher and student roles that can present formidable barriers to implementing such approaches. We examine some of these barriers below.
Need to orient instructors and CAs. Each BioCalc class has an instructor as well as a class assistant (CA). The CA is an undergraduate student who has taken C&M courses. Because of their prior experience, CAs are often the ones who have the best advice for how to run the class.
As Brad noted, this situation is a bit of a turn-around for instructors--it is not often that they find themselves receiving instruction from and relying upon their undergraduates. Instructors, who find it difficult to make this adjustment, often end up doing more work in the course than they otherwise need to.
Need to adopt "guide-on-the-side" role and come to terms with the "Atlas complex." As Brad noted above, new instructors often find it difficult to relinquish control, even to a class assistant. But the philosophy upon which BioCalc is based--actively engaging students in their own learning--requires just that: instructors must adopt a "guide-on-the-side" role, rather than the traditional "sage-on-the-stage" role, in order to help students self-discover concepts and connections. Finkel and Monk use the term "Atlas complex" to refer to the very common difficulty faculty experience in relinquishing this kind of control. As they put it, instructors need to abandon the notion that they, like Atlas, must bear the weight of the entire classroom world on their shoulders.
Breaking out of the Atlas complex involves a willingness to step aside from the authority and power of center-stage and a desire to empower students. It requires asking questions instead of providing answers, listening instead of talking, and feeling comfortable with student confusion instead of rushing to fix things. This is an on-going process, Bruce pointed out, of which faculty must be aware and actively pursue.
Need to expect students will be very "answer-oriented." When instructors do assume more of a guide-on-the-side approach, they should expect that students will need time to adjust. Students are used to the idea that the instructor has all the answers and that proper teaching involves giving them those answers.
We really try to resist that. We don't refuse to answer a question, but we do resist just giving answers straight out. Instead, I start asking them questions in return, find out places where they really need to go back and review the material or they need to go back and think about a point that's covered in a prior homework problem. The students really need to flesh out that understanding on their own. Once they've done that, then they can see for themselves how to proceed in solving the problem. By answering someone's question right away, you prevent them from knowing the material, and you strip of them of the joy of discovery.
Students, like instructors, have their own set of unique issues in a course like BioCalc. Aside from adjusting to the different roles of instructors and learners (the Atlas complex), students also often experience start-up difficulties in learning to use--and learn from--a computer. In particular, the first two to four weeks of the course are generally the most difficult for students, the BioCalc folks told us, because it can take some time to learn the Mathematica code.
One student with whom we spoke confirmed Tim's point.
Ruth Wene, an advisor in life sciences, told us that when students express concern over learning the code, it's important to remind them of the greater payoff down the road.
The BioCalc folks noted that this start-up period can be more difficult for students who are computer illiterate or computer phobic, but the payoff is relatively greater.
a. Learning environment -- According to Wilson, a learning environment is a place where learners may work together and support each other as they use a variety of tools and information resources in their pursuit of learning goals and problem-solving activities (1995). This definition of learning environments is informed by constructivist theories of learning. b. 'Bricoleur' is a French term meaning, roughly, 'handyman.' A bricoleur is adept at finding, or simply recognizing in their environment, resources that can be used to build something they believe is important and then combining these resources in a way that achieves their goals. c. Descriptions of the instructional approaches used at UIUC (along with syllabi) can be found at the Department of Mathematics.
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