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Wednesday, November 27, 2024

Distance education

From Wikipedia, the free encyclopedia

Distance education, also known as distance learning, is the education of students who may not always be physically present at school, or where the learner and the teacher are separated in both time and distance. Traditionally, this usually involved correspondence courses wherein the student corresponded with the school via mail. Distance education is a technology-mediated modality and has evolved with the evolution of technologies such as video conferencing, TV, and the Internet. Today, it usually involves online education and the learning is usually mediated by some form of technology. A distance learning program can either be completely a remote learning, or a combination of both online learning and traditional offline classroom instruction (called hybrid or blended). Other modalities include distance learning with complementary virtual environment or teaching in virtual environment (e-learning).

Massive open online courses (MOOCs), offering large-scale interactive participation and open access through the World Wide Web or other network technologies, are recent educational modes in distance education. A number of other terms (distributed learning, e-learning, m-learning, online learning, virtual classroom, etc.) are used roughly synonymously with distance education. E-learning has shown to be a useful educational tool. E-learning should be an interactive process with multiple learning modes for all learners at various levels of learning. The distance learning environment is an exciting place to learn new things, collaborate with others, and retain self-discipline.

History

One of the earliest attempts at distance education was advertised in 1728. This was in the Boston Gazette for "Caleb Philipps, Teacher of the new method of Short Hand", who sought students who wanted to learn the skills through weekly mailed lessons.

The first distance education course in the modern sense was provided by Sir Isaac Pitman in the 1840s who taught a system of shorthand by mailing texts transcribed into shorthand on postcards and receiving transcriptions from his students in return for correction. The element of student feedback was a crucial innovation in Pitman's system. The postage stamp made this scheme for remote education possible, and these efforts were scalable because of the introduction of uniform postage rates across England in 1840.

This early beginning proved extremely successful and the Phonographic Correspondence Society was founded three years later to establish these courses on a more formal basis. The society paved the way for the later formation of Sir Isaac Pitman Colleges across the country.

The first correspondence school in the United States was the Society to Encourage Studies at Home which was founded in 1873.

Founded in 1894, Wolsey Hall, Oxford was the first distance-learning college in the UK.

University correspondence courses

United Kingdom

Somerset House, home of the University of London from 1837 to 1870

The University of London was the first university to offer degrees to anyone who could pass their examinations, establishing its External Programme in 1858. It had been established in 1836 as an examining and degree-awarding body for affiliated colleges, originally University College London and King's College London but with many others added over the next two decades. The affiliated colleges provided certificates that the student had attended a course. A new charter in 1858 removed this requirement, allowing men (and women from 1878) taking instruction at any institution or pursuing a course of self-directed study to sit the examinations and receive degrees. The External Programme was referred to as the "People's University" by Charles Dickens as it provided access to higher education to students from less affluent backgrounds. Enrollment increased steadily during the late 19th century, and its example was widely copied elsewhere. However, the university only provided examinations, not instructional material, leading academics to state that "the original degree by external study of the UOL was not a form of distance education".

The External Programme is now known as the University of London Worldwide, and includes postgraduate and undergraduate degrees created by member institutions of the University of London.

Australia and South Africa

The vast distances made Australia especially active; the University of Queensland established its Department of Correspondence Studies in 1911.

In South Africa, the University of South Africa, formerly an examining and certification body, started to present distance education tuition in 1946.

William Rainey Harper encouraged the development of external university courses at the new University of Chicago in the 1890s.

United States

In the United States, only a third of the population lived in cities of 100,000 or more population in 1920; in order to reach the rest, correspondence techniques were adopted.

William Rainey Harper, founder and first president of the University of Chicago, celebrated the concept of extended education, where a research university had satellite colleges elsewhere in the region.

In 1892, Harper encouraged correspondence courses to further promote education, an idea that was put into practice by the University of Chicago, U. Wisconsin, Columbia U., and several dozen other universities by the 1920s.  Enrollment in the largest private for-profit school based in Scranton, Pennsylvania, the International Correspondence Schools grew explosively in the 1890s. Founded in 1888 to provide training for immigrant coal miners aiming to become state mine inspectors or foremen, it enrolled 2500 new students in 1894 and matriculated 72,000 new students in 1895. By 1906 total enrollments reached 900,000. The growth was due to sending out complete textbooks instead of single lessons, and the use of 1200 aggressive in-person salesmen. There was a stark contrast in pedagogy:

The regular technical school or college aims to educate a man broadly; our aim, on the contrary, is to educate him only along some particular line. The college demands that a student shall have certain educational qualifications to enter it and that all students study for approximately the same length of time; when they have finished their courses they are supposed to be qualified to enter any one of a number of branches in some particular profession. We, on the contrary, are aiming to make our courses fit the particular needs of the student who takes them.

Education was a high priority in the Progressive Era, as American high schools and colleges expanded greatly. For men who were older or were too busy with family responsibilities, night schools were opened, such as the YMCA school in Boston that became Northeastern University. Private correspondence schools outside of the major cities provided a flexible, focused solution. Large corporations systematized their training programs for new employees. The National Association of Corporation Schools grew from 37 in 1913 to 146 in 1920. Private schools that provided specialized technical training to everyone who enrolled, not just employees of one company, began to open across the nation in the 1880s. Starting in Milwaukee in 1907, public schools began opening free vocational program.

International Conference

The International Conference for Correspondence Education held its first meeting in 1938. The goal was to provide individualized education for students, at low cost, by using a pedagogy of testing, recording, classification, and differentiation. Since then, the group has changed its name to the International Council for Open and Distance Education (ICDE), with its main office in Oslo, Norway.

Open universities

The Open University (OU) in the United Kingdom was founded by the then Labour government led by Harold Wilson. Based on the vision of Michael Young, planning commenced in 1965 under the Minister of State for Education, Jennie Lee, who established a model for the Open University as one of widening access to the highest standards of scholarship in higher education and setting up a planning committee consisting of university vice-chancellors, educationalists, and television broadcasters, chaired by Sir Peter Venables. The British Broadcasting Corporation's (BBC) Assistant Director of Engineering at the time, James Redmond, had obtained most of his qualifications at night school, and his natural enthusiasm for the project did much to overcome the technical difficulties of using television to broadcast teaching programs.

Walton Hall, renovated in 1970 to act as the headquarters of the newly established Open University (artist: Hilary French)

The Open University revolutionized the scope of the correspondence program and helped to create a respectable learning alternative to the traditional form of education. It has been at the forefront of developing new technologies to improve distance learning service as well as undertaking research in other disciplines. Walter Perry was appointed the OU's first vice-chancellor in January 1969, and its foundation secretary was Anastasios Christodoulou. The election of the new Conservative government under the leadership of Edward Heath, in 1970; led to budget cuts under Chancellor of the Exchequer Iain Macleod (who had earlier called the idea of an Open University "blithering nonsense"). However, the OU accepted its first 25,000 students in 1971, adopting a radical open admissions policy. At the time, the total student population of conventional universities in the United Kingdom was around 130,000.

Athabasca University, Canada's open university, was created in 1970 and followed a similar, though independently developed, pattern. The Open University inspired the creation of Spain's National University of Distance Education (1972) and Germany's FernUniversität in Hagen (1974). There are now many similar institutions around the world, often with the name "Open University" (in English or in the local language).

The University of the Philippines Open University was established in 1995 as the fifth constituent University of the Philippines System and was the first distance education and online university in the Philippines. Its mandate is to provide educational opportunities to individuals aspiring for higher education and improved qualifications but were unable to take advantage of traditional modes of education because of personal and professional obligations.

Most open universities use distance education technologies as delivery methods, though some require attendance at local study centers or at regional "summer schools". Some open universities have grown to become mega-universities.

COVID-19 pandemic

Distance lessons over video conferences in the world during the COVID-19 pandemic ...
 
... in Russia
 
... in Italy
 
Filipino homeschooling students – blended (printed-digital modular) distance learning with self-learning materials during the 2020 COVID-19 pandemic in San Miguel, Bulacan

The COVID-19 pandemic resulted in the closure of the vast majority of schools worldwide for in-person learning. COVID-19 increased the value of distance education although its policies were implemented and formulated among several universities much earlier. Many schools moved to online remote learning through platforms including—but not limited to—Zoom, Blackboard, Cisco Webex, Google Classroom, Google Meet, Microsoft Teams, D2L, and Edgenuity. A recent study showed that Google Classroom was the most used platform by students followed by Microsoft Teams and Zoom respectively. The less-used platforms included Blackboard Learn, Webex by Cisco, DingTalk, Tencent, and WhatsApp. However, the most preferred platforms by students were Microsoft Teams followed by Google Classroom and Zoom. Although Google Classroom was the most used by students as decided by their lectures,  Microsoft Teams was the most preferred by those students

Concerns arose over the impact of this transition on students without access to an internet-enabled device or a stable internet connection. Distanced education during the COVID-19 pandemic has interrupted synchronous learning for many students and teachers; where educators were no longer able to teach in real-time and could only switch to asynchronous instruction, this significantly and negatively affected their coping with the transition, and posed various legal issues, especially in terms of copyright. The physical surroundings during the COVID-19 pandemic are seen by university instructors as having a detrimental effect on the quality of distance education. However, where the lecture is delivered and the type of faculty do not show any significant statistical variances in the quality of distance education. The shift away from real-time instruction to asynchronous learning modes has posed significant challenges, impacting both the teaching and learning experience. Educators, grappling with this abrupt transition, have faced hurdles in effectively engaging students and delivering course content, leading to heightened stress and burnout among faculty members. Additionally, this shift has raised legal concerns, particularly regarding copyright issues related to the dissemination of educational materials in digital formats. Post-COVID-19  pandemic, while some educational institutions went back to physical classes, others switched to blended learning or kept up their online distance learning.

A recent study about the benefits and drawbacks of online learning found that students have had a harder time producing their own work. The study suggests teachers should cut back on the amount of information taught and incorporate more activities during the lesson, in order for students to create their own work. Though schools are slow to adapt to new technologies, COVID-19 required schools to adapt and learn how to use new digital and online learning tools. Web conferencing has become more popular since 2007. Researchers have found that people in online classes perform just as effectively as participants in conventional learning classes. The use of online learning is becoming a pathway for learners with sparse access to physical courses so they can complete their degrees. Furthermore, digital classroom technologies allow those living remotely to access learning, and it enables the student to fit learning into their schedule more easily.

Technologies

Internet technology has enabled many forms of distance learning through open educational resources and facilities such as e-learning and MOOCs. Although the expansion of the Internet blurs the boundaries, distance education technologies are divided into two modes of delivery: synchronous learning and asynchronous learning.

In synchronous learning, all participants are "present" at the same time in a virtual classroom, as in traditional classroom teaching. It requires a timetable. Web conferencing, videoconferencing, educational television, and instructional television are examples of synchronous technology, as are direct-broadcast satellite (DBS), internet radio, live streaming, telephone, and web-based VoIP.

Web conferencing software helps to facilitate class meetings, and usually contains additional interaction tools such as text chat, polls, hand raising, emoticons etc. These tools also support asynchronous participation by students who can listen to recordings of synchronous sessions. Immersive environments (notably SecondLife) have also been used to enhance participant presence in distance education courses. Another form of synchronous learning using the classroom is the use of robot proxies including those that allow sick students to attend classes.

Some universities have been starting to use robot proxies to enable more engaging synchronous hybrid classes where both remote and in-person students can be present and interact using telerobotics devices such as the Kubi Telepresence robot stand that looks around and the Double Robot that roams around. With these telepresence robots, the remote students have a seat at the table or desk instead of being on a screen on the wall.

In asynchronous learning, participants access course materials flexibly on their schedules. Students are not required to be together at the same time. Mail correspondence, which is the oldest form of distance education, is an asynchronous delivery technology, as are message board forums, e-mail, video and audio recordings, print materials, voicemail, and fax.

The five characteristics of technological innovations (compatibility, observability, relative advantage, complexity, and trialability) have a significant positive relationship with the digital literacy of users. Besides, observability, trialability, and digital skill were found to have a positive significant influence on digital literacy.    

The two methods can be combined. Many courses offered by both open universities and an increasing number of campus-based institutions use periodic sessions of residential or day teaching to supplement the sessions delivered at a distance. This type of mixed distance and campus-based education has recently come to be called "blended learning" or less often "hybrid learning". Many open universities use a blend of technologies and a blend of learning modalities (face-to-face, distance, and hybrid) all under the rubric of "distance learning".

Distance learning can also use interactive radio instruction (IRI), interactive audio instruction (IAI), online virtual worlds, digital games, webinars, and webcasts, all of which are referred to as e-Learning.

Radio and television

The rapid spread of film in the 1920s and radio in the 1930s led to proposals to use it for distance education. By 1938, at least 200 city school systems, 25 state boards of education, and many colleges and universities broadcast educational programs for public schools. One line of thought was to use radio as a master teacher.

Experts in given fields broadcast lessons for pupils within the many schoolrooms of the public school system, asking questions, suggesting readings, making assignments, and conducting tests. This mechanizes education and leaves the local teacher only the tasks of preparing for the broadcast and keeping order in the classroom.

The first large-scale implementation of radio for distance education took place in 1937 in Chicago. During a three-week school closure implemented in response to a polio outbreak that the city was experiencing, superintendent of Chicago Public Schools William Johnson and assistant superintendent Minnie Fallon implemented a programs of distance learning that provided the city's elementary school students with instruction through radio broadcasts.

A typical setup came in Kentucky in 1948 when John Wilkinson Taylor, president of the University of Louisville, teamed up with NBC to use radio as a medium for distance education. The chairman of the Federal Communications Commission endorsed the project and predicted that the "college-by-radio" would put "American education 25 years ahead". The university was owned by the city, and local residents would pay the low tuition rates, receive their study materials in the mail, and listen by radio to live classroom discussions that were held on campus. Physicist Daniel Q. Posin also was a pioneer in the field of distance education when he hosted a televised course through DePaul University.

Charles Wedemeyer of the University of Wisconsin–Madison also promoted new methods. From 1964 to 1968, the Carnegie Foundation funded Wedemeyer's Articulated Instructional Media Project (AIM) which brought in a variety of communications technologies aimed at providing learning to an off-campus population. The radio courses faded away in the 1950s. Many efforts to use television along the same lines proved unsuccessful, despite heavy funding by the Ford Foundation.

From 1970 to 1972 the Coordinating Commission for Higher Education in California funded Project Outreach to study the potential of tele-courses. The study included the University of California, California State University, and community colleges. This study led to coordinated instructional systems legislation allowing the use of public funds for non-classroom instruction and paved the way for the emergence of tele-courses as the precursor to the online courses and programs of today. The Coastline Community Colleges, The Dallas County Community College District, and Miami Dade Community College led the way. The Adult Learning Service of the US Public Broadcasting Service came into being and the "wrapped" series, and individually produced tele-course for credit became a significant part of the history of distance education and online learning.

Internet

The widespread use of computers and the Internet has made distance learning easier and faster, and today virtual schools and virtual universities deliver full curricula online. The capacity of the Internet to support voice, video, text, and immersion teaching methods made earlier distinct forms of telephone, videoconferencing, radio, television, and text-based education somewhat redundant. However, many of the techniques developed and lessons learned with earlier media are used in Internet delivery.

The first online courses for graduate and undergraduate credit were offered in 1985 by Connected Education through The New School in New York City, with students earning the MA in Media Studies completely online via computer conferencing, with no in-person requirements. This was followed in 1986 by the University of Toronto through the Graduate School of Education (then called OISE: the Ontario Institute for Studies in Education), offering a course in "Women and Computers in Education", dealing with gender issues and educational computing. The first new and fully online university was founded in 1994 as the Open University of Catalonia, headquartered in Barcelona, Spain. In 1999 Jones International University was launched as the first fully online university accredited by a regional accrediting association in the US.

Between 2000 and 2008, enrollment in distance education courses increased rapidly almost every country in both developed and developing countries. Many private, public, non-profit, and for-profit institutions worldwide now offer distance education courses from the most basic instruction through to the highest levels of degree and doctoral programs. New York University and International University Canada, for example, offer online degrees in engineering and management-related fields through NYU Tandon Online. Levels of accreditation vary: widely respected universities such as Stanford University and Harvard now deliver online courses—but other online schools receive little outside oversight, and some are fraudulent, i.e., diploma mills. In the US, the Distance Education Accrediting Commission (DEAC) specializes in the accreditation of distance education institutions.

In the United States in 2011, it was found that a third of all the students enrolled in postsecondary education had taken an accredited online course in a postsecondary institution. Growth continued. In 2013 the majority of public and private colleges offered full academic programs online. Programs included training in the mental health, occupational therapy, family therapy, art therapy, physical therapy, and rehabilitation counseling fields.

By 2008, online learning programs were available in the United States in 44 states at the K-12 level.

Internet forums, online discussion groups, and online learning community can contribute to a distance education experience. Research shows that socialization plays an important role in some forms of distance education.

E-Courses are available from educational platforms such as Khan Academy and MasterClass on many topics and for students of all levels.

Paced and self-paced models

Most distance education uses a paced format similar to traditional campus-based models in which learners commence and complete a course at the same time. Some institutions offer self-paced programs that allow for continuous enrollment, and the length of time to complete the course is set by the learner's time, skill, and commitment levels. Self-paced courses are almost always offered asynchronously. Each delivery method offers advantages and disadvantages for students, teachers, and institutions.

Kaplan and Haenlein classify distance education into four groups according to "Time dependency" and "Number of participants":

  1. MOOCs (Massive Open Online Courses): Open-access online course (i.e., without specific participation restrictions) that allows for unlimited (massive) participation;
  2. SPOCs (Small Private Online Courses): Online course that only offers a limited number of places and therefore requires some form of formal enrollment;
  3. SMOCs (Synchronous Massive Online Courses): Open-access online course that allows for unlimited participation but requires students to be "present" at the same time (synchronously);
  4. SSOCs (Synchronous Private Online Courses): Online course that only offers a limited number of places and requires students to be "present" at the same time (synchronously).

Paced models are a familiar mode since they are used almost exclusively in campus-based schools. Institutes that offer both distance and campus programs usually use paced models so that teacher workload, student semester planning, tuition deadlines, exam schedules, and other administrative details can be synchronized with campus delivery. Student familiarity and the pressure of deadlines encourage students to readily adapt to and usually succeed in paced models. However, student freedom is sacrificed as a common pace is often too fast for some students and too slow for others. In additional life events, professional or family responsibilities can interfere with a student's capability to complete tasks to an external schedule. Finally, paced models allow students to readily form communities of inquiry and to engage in collaborative work.

Self-paced courses maximize student freedom, as not only can students commence studies on any date, but they can complete a course in as little time as a few weeks or up to a year or longer. Students often enroll in self-paced study when they are under pressure to complete programs, have not been able to complete a scheduled course, need additional courses, or have pressure which precludes regular study for any length of time. The self-paced nature of the programming, though, is an unfamiliar model for many students and can lead to excessive procrastination, resulting in course incompletion. Assessment of learning can also be challenging as exams can be written on any day, making it possible for students to share examination questions with resulting loss of academic integrity. Finally, it is extremely challenging to organize collaborative work activities, though some schools are developing cooperative models based upon networked and connectivist pedagogies for use in self-paced programs.

Benefits

Distance learning can expand access to education and training for both general populace and businesses since its flexible scheduling structure lessens the effects of the many time-constraints imposed by personal responsibilities and commitments. Devolving some activities off-site alleviates institutional capacity constraints arising from the traditional demand on institutional buildings and infrastructure. As a result, more classes can be offered and enable students to enroll in more of their required classes on time and prevent delayed graduation. Furthermore, there is the potential for increased access to more experts in the field and to other students from diverse geographical, social, cultural, economic, and experiential backgrounds. As the population at large becomes more involved in lifelong learning beyond the normal schooling age, institutions can benefit financially, and adult learning business courses may be particularly lucrative. Distance education programs can act as a catalyst for institutional innovation and are at least as effective as face-to-face learning programs, especially if the instructor is knowledgeable and skilled.

Distance education can also provide a broader method of communication within the realm of education. With the many tools and programs that technological advancements have to offer, communication appears to increase in distance education amongst students and their professors, as well as students and their classmates. The distance educational increase in communication, particularly communication amongst students and their classmates, is an improvement that has been made to provide distance education students with as many of the opportunities as possible as they would receive in in-person education. The improvement being made in distance education is growing in tandem with the constant technological advancements. Present-day online communication allows students to associate with accredited schools and programs throughout the world that are out of reach for in-person learning. By having the opportunity to be involved in global institutions via distance education, a diverse array of thought is presented to students through communication with their classmates. This is beneficial because students have the opportunity to "combine new opinions with their own, and develop a solid foundation for learning". It has been shown through research that "as learners become aware of the variations in interpretation and construction of meaning among a range of people [they] construct an individual meaning", which can help students become knowledgeable of a wide array of viewpoints in education. To increase the likelihood that students will build effective ties with one another during the course, instructors should use similar assignments for students across different locations to overcome the influence of co-location on relationship building.

The high cost of education affects students in higher education, and distance education may be an alternative in order to provide some relief. Distance education has been a more cost-effective form of learning, and can sometimes save students a significant amount of money as opposed to traditional education. Distance education may be able to help to save students a considerable amount financially by removing the cost of transportation. In addition, distance education may be able to save students from the economic burden of high-priced course textbooks. Many textbooks are now available as electronic textbooks, known as e-textbooks, which can offer digital textbooks for a reduced price in comparison to traditional textbooks. Also, the increasing improvements in technology have resulted in many school libraries having a partnership with digital publishers that offer course materials for free, which can help students significantly with educational costs.

Within the class, students are able to learn in ways that traditional classrooms would not be able to provide. It is able to promote good learning experiences and therefore, allow students to obtain higher satisfaction with their online learning. For example, students can review their lessons more than once according to their needs. Students can then manipulate the coursework to fit their learning by focusing more on their weaker topics while breezing through concepts that they already have or can easily grasp. When course design and the learning environment are at their optimal conditions, distance education can lead students to higher satisfaction with their learning experiences. Studies have shown that high satisfaction correlates to increased learning. For those in a healthcare or mental health distance learning program, online-based interactions have the potential to foster deeper reflections and discussions of client issues as well as a quicker response to client issues, since supervision happens on a regular basis and is not limited to a weekly supervision meeting. This also may contribute to the students feeling a greater sense of support, since they have ongoing and regular access to their instructors and other students.

Distance learning may enable students who are unable to attend a traditional school setting, due to disability or illness such as decreased mobility and immune system suppression, to get a good education. Children who are sick or are unable to attend classes are able to attend them in "person" through the use of robot proxies. This helps the students have experiences in the classroom and social interaction that they are unable to receive at home or the hospital, while still keeping them in a safe learning environment. Over the last few years more students are entering safely back into the classroom thanks to the help of robots. An article from the New York Times, "A Swiveling Proxy Will Even Wear a Tutu", explains the positive impact of virtual learning in the classroom, and another explains how even a simple, stationary telepresence robot can help. Distance education may provide equal access regardless of socioeconomic status or income, area of residence, gender, race, age, or cost per student. Applying universal design strategies to distance learning courses as they are being developed (rather than instituting accommodations for specific students on an as-needed basis) can increase the accessibility of such courses to students with a range of abilities, disabilities, learning styles, and native languages. Distance education graduates, who would never have been associated with the school under a traditional system, may donate money to the school.

Distance learning may also offer a final opportunity for adolescents that are no longer permitted in the general education population due to behavior disorders. Instead of these students having no other academic opportunities, they may continue their education from their homes and earn their diplomas, offering them another chance to be an integral part of society.

Distance learning offers individuals a unique opportunity to benefit from the expertise and resources of the best universities currently available. Moreover, the online environment facilitates pedagogical innovation such as new program structures and formats. Students have the ability to collaborate, share, question, infer, and suggest new methods and techniques for continuous improvement of the content. The ability to complete a course at a pace that is appropriate for each individual is the most effective manner to learn given the personal demands on time and schedule. Self-paced distance learning on a mobile device, such as a smartphone, provides maximum flexibility and capability.

Distance learning can also reduce the phenomenon of rural exodus by enabling students from remote regions to remain in their hometowns while pursuing higher education. Eliminating the distance barrier to higher education can also increase the number of alternatives open to students, and foster greater competition between institutions of higher learning regardless of geography.

Criticism

Barriers to effective distance education include obstacles such as domestic distractions and unreliable technology, as well as students' program costs, adequate contact with teachers and support services, and a need for more experience.

Some students attempt to participate in distance education without proper training with the tools needed to be successful in the program. Students must be provided with training opportunities (if needed) on each tool that is used throughout the program. The lack of advanced technology skills can lead to an unsuccessful experience. Schools have a responsibility to adopt a proactive policy for managing technology barriers. Time management skills and self-discipline in distance education is just as important as complete knowledge of the software and tools being used for learning.

The results of a study of Washington state community college students showed that distance- learning students tended to drop out more often than their traditional counterparts due to difficulties in language, time management, and study skills.

According to Pankaj Singhm, director of Nims University, "distance learning benefits may outweigh the disadvantages for students in such a technology-driven society, however before indulging into the use of educational technology a few more disadvantages should be considered." He describes that over multiple years, "all of the obstacles have been overcome and the world environment for distance education continues to improve." Pankaj Singhm also claims there is a debate to distance education stating, "due to a lack of direct face-to-face social interaction. However, as more people become used to personal and social interaction online (for example dating, chat rooms, shopping, or blogging), it is becoming easier for learners to both project themselves and socializes with others. This is an obstacle that has dissipated."

Not all courses required to complete a degree may be offered online. Health care profession programs in particular require some sort of patient interaction through field work before a student may graduate. Studies have also shown that students pursuing a medical professional graduate degree who are participating in distance education courses, favor a face to face communication over professor-mediated chat rooms and/or independent studies. However, this is little correlation between student performance when comparing the previous different distance learning strategies.

There is a theoretical problem with the application of traditional teaching methods to online courses because online courses may have no upper size limit. Daniel Barwick noted that there is no evidence that large class size is always worse or that small class size is always better, although a negative link has been established between certain types of instruction in large classes and learning outcomes; he argued that higher education has not made a sufficient effort to experiment with a variety of instructional methods to determine whether the large class size is always negatively correlated with a reduction in learning outcomes. Early proponents of Massive Open Online Courses (MOOCs) saw them as just the type of experiment that Barwick had pointed out was lacking in higher education, although Barwick himself has never advocated for MOOCs.

There may also be institutional challenges. Distance learning is new enough that it may be a challenge to gain support for these programs in a traditional brick-and-mortar academic learning environment. Furthermore, it may be more difficult for the instructor to organize and plan a distance learning program, especially since many are new programs and their organizational needs are different from a traditional learning program.

Additionally, though distance education offers industrial countries the opportunity to become globally informed, there are still negative sides to it. Hellman states that "These include its cost and capital intensiveness, time constraints and other pressures on instructors, the isolation of students from instructors and their peers, instructors' enormous difficulty in adequately evaluating students they never meet face-to-face, and drop-out rates far higher than in classroom-based courses."

A more complex challenge of distance education relates to cultural differences between students and teachers and among students. Distance programs tend to be more diverse as they could go beyond the geographical borders of regions, countries, and continents, and cross the cultural borders that may exist concerning race, gender, and religion. That requires a proper understanding and awareness of the norms, differences, preconceptions, and potential conflicting issues.

Assessments

Tools have been developed to assess the quality of distance education. Walker developed a survey instrument known as the Distance Education Learning Environment Survey (DELES), which examines instructor support, student interaction, and collaboration, personal relevance, authentic learning, active learning, and student autonomy. Harnish and Reeves provide a systematic approach based on training, implementation, system usage, communication, and support.

Educational technology

The modern use of electronic educational technology (also called e-learning) facilitates distance learning and independent learning through the extensive use of information and communications technology (ICT), replacing traditional content delivery with postal correspondence. Instruction can be synchronous and asynchronous online communication in an interactive learning environment or virtual communities, in lieu of a physical classroom. "The focus is shifted to the education transaction in the form of a virtual community of learners sustainable across time."

One of the most significant issues encountered in the mainstream correspondence model of distance education is transactional distance, which results from the lack of appropriate communication between learner and teacher. This gap has been observed to become wider if there is no communication between the learner and teacher and has direct implications for the learning process and future endeavors in distance education. Distance education providers began to introduce various strategies, techniques, and procedures to increase the amount of interaction between learners and teachers. These measures e.g. more frequent face-to-face tutorials, and increased use of information and communication technologies including teleconferencing and the Internet, were designed to close the gap in transactional distance.

Credentials

Online credentials for learning are digital credentials that are offered in place of traditional paper credentials for a skill or educational achievement. Directly linked to the accelerated development of internet communication technologies, the development of digital badgeselectronic passports and massive open online courses (MOOCs) have a very direct bearing on our understanding of learning, recognition and levels as they pose a direct challenge to the status quo. It is useful to distinguish between three forms of online credentials: Test-based credentials, online badges, and online certificates.

Waldorf education

From Wikipedia, the free encyclopedia

Waldorf education, also known as Steiner education, is based on the educational philosophy of Rudolf Steiner, the founder of anthroposophy. Its educational style is holistic, intended to develop pupils' intellectual, artistic, and practical skills, with a focus on imagination and creativity. Individual teachers have a great deal of autonomy in curriculum content, teaching methods, and governance. Qualitative assessments of student work are integrated into the daily life of the classroom, with standardized testing limited to what is required to enter post-secondary education.

The first Waldorf school opened in 1919 in Stuttgart, Germany. A century later, it has become the largest independent school movement in the world, with more than 1,200 independent schools and nearly 2,000 kindergartens in 75 countries, as well as more than 500 centers for special education in more than 40 countries. There are also numerous Waldorf-based public schools, charter schools, and academies, as well as a homeschooling movement. Germany, the United States, and the Netherlands have the most Waldorf schools.

Many Waldorf schools have faced controversy due to Steiner's connections to racist ideology and magical thinking. Others have faced regulatory audits and closure due to concerns over substandard treatment of children with special educational needs. Critics of Waldorf education point out the mystical nature of anthroposophy and the incorporation of Steiner's esoteric ideas into the curriculum. Waldorf schools have also been linked to the outbreak of infectious diseases due to the vaccine hesitancy of many Waldorf parents.

Origins and history

Rudolf Steiner

The first school based upon the ideas of Rudolf Steiner was opened in 1919 in response to a request from Emil Molt, owner and managing director of the Waldorf-Astoria Cigarette Company in Stuttgart, Germany. This is the source of the name Waldorf, which is now trademarked in the United States when used in connection with the educational method. Molt's proposed school would educate the children of employees of the factory. Molt was a follower of anthroposophy, an esoteric spiritual movement based on the notion that an objectively comprehensible spiritual realm exists and can be observed by humans, and of Rudolf Steiner, the movement's founder and spiritual leader. Many of Steiner's ideas influenced the pedagogy of the original Waldorf school and still play a central role in modern Waldorf classrooms: reincarnation, karma, the existence of spiritual beings, the idea that children are themselves spiritual beings, and eurythmy.

As the co-educational school also served children from outside the factory, it included children from a diverse social spectrum. It was also the first comprehensive school in Germany, serving children of all genders, abilities, and social classes. At Steiner's behest, the early Waldorf schools were "open to all students, regardless of income. If the parents were unable to pay the full tuition, the remaining amount would be subsidized."

Waldorf education became more widely known in 1922 through lectures Steiner gave at a conference at Oxford University. Two years later, on his final trip to Britain at Torquay in 1924, Steiner delivered a Waldorf teacher training course. The first school in England (Michael Hall) was founded in 1925; the first in the United States (the Rudolf Steiner School in New York City) in 1928. By the 1930s, numerous schools inspired by Steiner's pedagogical principles had opened in Germany, Switzerland, the Netherlands, Norway, Austria, Hungary, the United States, and England.

From 1933 to 1945, political interference from the Nazi regime limited and ultimately closed most Waldorf schools in Europe, with the exception of some British, Swiss, and Dutch schools (UK and Switzerland did not get occupied by Nazi Germany). Rudolf Hess, the adjunct Führer, was a patron of Waldorf schools. Nazis did not like private schools, especially after Hess flew to England. According to Karen Priestman, "Although the Anthroposophy Society was prohibited in November 1935 and Reich Education Minister Bernhard Rust forbade all private schools from accepting new students in March 1936, the last Waldorf school was not closed until 1941." The affected schools reopened after the Second World War ended. A few schools elsewhere in Europe (e.g. in Norway) survived by going underground. Some schools in East Germany were re-closed a few years later by the Communist government.

In North America in 1967, there were nine schools in the United States and one in Canada. As of 2021, that number had increased to more than 200 in the United States and over 20 in Canada. There are currently 29 Steiner schools in the United Kingdom and three in the Republic of Ireland.

After the dissolution of the Soviet Union, Waldorf schools again began to proliferate in Central and Eastern Europe. More recently, many have opened in Asia, especially China. There are currently over 1,200 independent Waldorf schools worldwide.

Developmental approach

The structure of Waldorf education follows a theory of childhood development devised by Rudolf Steiner, utilizing distinct learning strategies for each of three developmental stages or "epochs": early childhood, elementary, and secondary education. Steiner believed each stage lasted approximately seven years. Aside from their spiritual underpinnings, Steiner's seven-year stages are broadly similar to those later described by Jean Piaget and also theories described earlier by Comenius and Pestalozzi. The stated purpose of this approach is to awaken the "physical, behavioral, emotional, cognitive, social, and spiritual" aspects of each pupil.

Early childhood

In Waldorf pedagogy, young children learn best through immersion in unselfconscious imitation of practical activities. The early childhood curriculum focuses on experiential education and imaginative play. The overall goal of the curriculum is to "imbue the child with a sense that the world is good".

Waldorf preschools employ a regular daily routine that includes free play, artistic work (e.g. drawing, painting or modeling), circle time (songs, games, and stories), outdoor recess, and practical tasks (e.g. cooking, cleaning, and gardening), with rhythmic variations. Rhythm and repetitive patterns are considered important in anthroposophy and are believed to hold spiritual significance. The classroom is intended to resemble a home, with tools and toys usually sourced from simple, natural materials that lend themselves to imaginative play. The use of natural materials has been praised as fulfilling children's aesthetic needs and reinforcing connections to nature, though some scholars have questioned whether the preference for natural, non-manufactured materials is truly a "reasoned assessment of twenty-first century children's needs", rather than "a reaction against the dehumanizing aspects of nineteenth-century industrialization".

Pre-school and kindergarten programs generally include seasonal festivals drawn from a variety of traditions, with attention placed on traditions brought forth from the surrounding community. Waldorf schools in the Western Hemisphere have traditionally celebrated Christian festivals, though one source states that some North American Waldorf schools also include Jewish holidays.

Waldorf kindergarten and lower grades generally discourage pupils' use of electronic media such as television and computers. There are a variety of reasons for this: Waldorf educators believe that use of these conflicts with young children's developmental needs, media users may be physically inactive, and media may be seen to contain inappropriate or undesirable content and to hamper the imagination.

Elementary education

Waldorf elementary school classroom
Waldorf elementary school classroom

Waldorf pedagogues consider that readiness for learning to read depends upon increased independence of character, temperament, habits, and memory, one of the markers of which is the loss of the baby teeth. Formal instruction in reading, writing, and other academic disciplines are therefore not introduced until students enter the elementary school, when pupils are around seven years of age. Steiner believed that engaging young children in abstract intellectual activity too early would adversely affect their growth and development.

Waldorf elementary schools (ages 7–14) emphasize cultivating children's emotional life and imagination. In order that students can connect more deeply with the subject matter, academic instruction is presented through artistic work that includes story-telling, visual arts, drama, movement, music, and crafts. The core curriculum includes language arts, mythology, history, geography, geology, algebra, geometry, mineralogy, biology, astronomy, physics, chemistry, and nutrition. The school day generally begins with a one-and-a-half to two-hour, cognitively oriented academic lesson, or "Main lesson", that focuses on a single theme over one month's time. This typically begins with introductory activities that may include singing, instrumental music, and recitations of poetry, generally including a verse written by Rudolf Steiner for the start of a school day. There is little reliance on standardized textbooks.

Waldorf elementary education allows for individual variations in the pace of learning, based upon the expectation that a child will grasp a concept or achieve a skill when he or she is ready. Cooperation takes priority over competition. This approach also extends to physical education; competitive team sports are not introduced until upper grades.

Each class remains together as a cohort throughout all elementary, developing as a quasi-familial social group. In elementary years, a core teacher teaches primary academic subjects. A central role of this teacher is to provide a supportive role model both through personal example and through stories drawn from a variety of cultures, educating by exercising "creative, loving authority". Class teachers are normally expected to teach a cohort for several years, a practice known as looping. Starting in first grade, specialized teachers teach many subjects, including music, crafts, movement, and two foreign languages from complementary language families (in English-speaking countries these are typically German and either Spanish or French).

While class teachers serve a valuable role as personal mentors, establishing "lasting relationships with pupils", Ullrich documented problems when the same teacher continues into middle school. Noting that there is a danger of any authority figure limiting students enthusiasm for inquiry and autonomy, he cited a number of schools where the class teacher accompanies the class for six years only, after which specialist teachers play a greater role.

Four temperaments

Steiner considered children's cognitive, emotional, and behavioral development to be interlinked. When students in a Waldorf school are grouped, it is generally not by a focus on academic abilities. Instead, Steiner adapted the pseudoscientific proto-psychological concept of the classic four temperaments – melancholic, sanguine, phlegmatic, and choleric. Steiner indicated that teaching should be differentiated to accommodate the different needs that these "types" represent. For example, Anthroposophists believe "cholerics are risk takers, phlegmatics take things calmly, melancholics are sensitive or introverted, and sanguines take things lightly". Steiner also believed that teachers must consider their own temperament and be prepared to work with it positively in the classroom, that temperament is emergent in children, and that most people express a combination of temperaments rather than a pure single type. No evidence exists for such "personality types" to be consistent in an individual across time or context, nor that such "types" are useful in providing more effective education.

Today, Waldorf teachers may work with these pseudoscientific "temperaments" to design instruction for each student. Seating arrangements and class activities may take into account the supposed temperaments of students but this is often not described to parents, students, or observers.

Secondary education

In most Waldorf schools, pupils enter secondary education when they are fourteen years old. Secondary education is provided by specialist teachers for each subject. The curriculum is purported to foster pupils' intellectual understanding, independent judgment, and ethics.

In the third developmental stage (14 years old and up), children are supposed to learn through their own thinking and judgment. Students are asked to understand abstract material and expected to have sufficient foundation and maturity to form conclusions using their own judgment.

The overarching goals are to provide young people the basis on which to develop into free, morally responsible, and creative beings. No independent studies have been published as to whether or not Waldorf education achieves these aims more than any other approach.

Educational theory and practice

The philosophical foundation of the Waldorf approach, anthroposophy, underpins its primary pedagogical goals: to provide an education that enables children to become free human beings, and to help children to incarnate their "unfolding spiritual identity", carried from the preceding spiritual existence, as beings of body, soul, and spirit in this lifetime. Educational researcher Martin Ashley suggests that the latter role would be problematic for secular teachers and parents in state schools, and the commitment to a spiritual background both of the child and the education has been problematic for some committed to a secular perspective.

While anthroposophy underpins the curriculum design, pedagogical approach, and organizational structure, it is explicitly not taught within the school curriculum and studies have shown that Waldorf pupils have little awareness of it. Tensions may arise within the Waldorf community between the commitment to Steiner's original intentions and openness to new directions in education, such as the incorporation of new technologies or modern methods of accountability and assessment.

Waldorf schools frequently have striking architecture, employing walls meeting at varied angles (not only perpendicularly). The walls are often painted in subtle colors, often with a lazure technique, and include textured surfaces.

Assessment

The schools primarily assess students through reports on individual academic progress and personal development. The emphasis is on characterization through qualitative description. Pupils' progress is evaluated through portfolio work in academic blocks and discussion of pupils in teacher conferences. Standardized tests are rare, with the exception of examinations necessary for college entry taken during secondary school years. Letter grades are generally not given until students enter high school. Pupils are not typically asked to repeat years of elementary or secondary education.

Curriculum

Though Waldorf schools are autonomous institutions not required to follow a prescribed curriculum (beyond what is required by law in a given jurisdiction) there are widely agreed upon guidelines for the Waldorf curriculum.

Main academic subjects are introduced through two-hour morning lesson blocks that last for several weeks. These blocks are horizontally integrated at each grade level in that the topic of the block will be infused into many classroom activities and vertically integrated in that each subject will be revisited with increasing complexity as students develop their skills, reasoning capacities and individual sense of self. This has been described as a spiral curriculum.

Many subjects and skills not considered core parts of mainstream schools, such as art, music, gardening, and mythology, are central to Waldorf education. Students learn a variety of fine and practical arts. Elementary students paint, draw, sculpt, knit, weave, and crochet. Older students build on these experiences and learn new skills such as pattern-making and sewing, wood and stone carving, metal work, book-binding, and doll or puppet making.

Music instruction begins with singing in early childhood and continuing through high school. Pupils also usually learn to play pentatonic flutes, recorders and/or lyres in early elementary grades. Around age 9, diatonic recorders and orchestral instruments are introduced.

Certain subjects are largely unique to the Waldorf schools. Foremost among these is eurythmy, a movement art usually accompanying spoken texts or music which includes elements of drama and dance. Although found in other educational contexts, cooking, farming, and environmental and outdoor education are centrally incorporated into Waldorf curriculum. Other differences include: non-competitive games and free play in younger years as opposed to athletics instruction; instruction in two foreign languages from the beginning of elementary school; and an experiential-phenomenological approach to science. In this method, students observe and depict scientific concepts in their own words and drawings rather than encountering the ideas first through a textbook.

Science

Geometric growth of the nautilus shell – student work

The scientific methodology of modern Waldorf schools utilizes a so-called "phenomenological approach" to science education employing a methodology of inquiry-based learning aiming to "strengthen the interest and ability to observe" in pupils.

Experts have called into question the quality of this phenomenological approach if it fails to educate Waldorf students on basic tenets of scientific fact. The Waldorf approach is said to cultivate students with "high motivation" but "average achievement" in the sciences. One study conducted by California State University at Sacramento researchers outlined numerous theories and ideas prevalent throughout Waldorf curricula that were patently pseudoscientific and steeped in magical thinking. These included the idea that animals evolved from humans, that human spirits are physically incarnated into "soul qualities that manifested themselves into various animal forms", that the current geological formations on Earth have evolved through so-called "Lemurian" and "Atlantean" epochs, and that the four kingdoms of nature are "mineral, plant, animal, and man". All of these are directly contradicted by mainstream scientific knowledge and have no basis in any form of conventional scientific study. Contradictory notions found in Waldorf textbooks are distinct from factual inaccuracies occasionally found in modern public school textbooks, as the inaccuracies in the latter are of a specific and minute nature that results from the progress of science. The inaccuracies present in Waldorf textbooks, however, are the result of a mode of thinking that has no valid basis in reason or logic. This unscientific foundation has been blamed for the scarcity of systematic empirical research on Waldorf education as academic researchers hesitate in getting involved in studies of Waldorf schools lest it hamper their future career.

A Swedish parent wrote a book in 1990 stating that Waldorf schools do not allow questioning the historical accuracy of the Old Testament.

One study of science curriculum compared a group of American Waldorf school students to American public school students on three different test variables. Two tests measured verbal and non-verbal logical reasoning and the third was an international TIMSS test. The TIMSS test covered scientific understanding of magnetism. The researchers found that Waldorf school students scored higher than both the public school students and the national average on the TIMSS test while scoring the same as public school students on the logical reasoning tests. When the logical reasoning tests measured students' understanding of part-to-whole relations, the Waldorf students also outperformed the public school students. The authors of the study noted the Waldorf students' enthusiasm for science, but viewed the science curriculum as "somewhat old-fashioned and out of date, as well as including some doubtful scientific material".

In 2008, Stockholm University terminated its Waldorf teacher training courses. In a statement, the university said "the courses did not encompass sufficient subject theory and a large part of the subject theory that is included is not founded on any scientific base". The dean, Stefan Nordlund, stated "the syllabus contains literature which conveys scientific inaccuracies that are worse than woolly; they are downright dangerous".

Information technology

Because they view human interaction as the essential basis for younger children's learning and growth, Waldorf schools view computers as being first useful to children in the early teen years, after they have mastered "fundamental, time-honoured ways of discovering information and learning, such as practical experiments and books".

In the United Kingdom, Waldorf schools are granted an exemption by the Department for Education (DfE) from the requirement to teach ICT as part of Foundation Stage education (ages 3–5).

Waldorf schools have been popular with some parents working in the technology sector in the United States, including those from some of the most advanced technology firms. A number of technologically oriented parents from one school expressed their conviction that younger students do not need the exposure to computers and technology, but benefit from creative aspects of the education; one Google executive was quoted as saying "I fundamentally reject the notion you need technology aids in grammar school."

Spirituality

Waldorf education aims to educate children about a wide range of religious traditions without favoring any single tradition. One of Steiner's primary aims was to establish a spiritual yet nondenominational setting for children from all backgrounds that recognized the value of role models drawn from a wide range of literary and historical traditions in developing children's fantasy and moral imaginations. For Steiner, education was an activity which fosters the human being's connection to the divine and is thus inherently religious.

Waldorf schools were historically "Christian based and theistically oriented", as they expand into different cultural settings they are adapting to "a truly pluralistic spirituality".  Waldorf theories and practices are often modified from their European and Christian roots to meet the historical and cultural traditions of the local community. Examples include Waldorf schools in Israel and Japan, which celebrate festivals drawn from these cultures, and classes in the Milwaukee Urban Waldorf school, which have adopted African American and Native American traditions.

Religion classes are typically absent from United States Waldorf schools, but are mandatory in some German federal states, which require teachers who identify with each offered religion to teach such classes in addition to a nondenominational offering. In the United Kingdom, public Waldorf schools are not categorized as "Faith schools".

Teacher education

Waldorf teacher training center in Witten, Germany
Waldorf teacher training centre in Witten, Germany

Waldorf teacher education programs offer courses in child development, the methodology of Waldorf teaching, academic subjects appropriate to the future teachers' chosen specialty, and the study of pedagogical texts and other works by Steiner. For early childhood and elementary school teachers, the training includes considerable artistic work in storytelling, movement, painting, music, and handwork.

Waldorf teacher education includes social–emotional development as "an integral and central element", which is unusual for teacher trainings. A 2010 study found that students in advanced years of Waldorf teacher training courses scored significantly higher than students in non-Waldorf teacher trainings on three measures of empathy: perspective taking, empathic concern, and fantasy.

Governance

Independent schools

One of Waldorf education's central premises is that all educational and cultural institutions should be self-governing and should grant teachers a high degree of creative autonomy within the school; this is based upon the conviction that a holistic approach to education aiming at the development of free individuals can only be successful when based on a school form that expresses these same principles. Most Waldorf schools are not directed by a principal or head teacher, but rather by a number of groups, including:

  • The college of teachers, who decide on pedagogical issues, normally on the basis of consensus. This group is usually open to full-time teachers who have been with the school for a prescribed period of time. Each school is accordingly unique in its approach, as it may act solely on the basis of the decisions of the college of teachers to set policy or other actions pertaining to the school and its students.
  • The board of trustees, who decide on governance issues, especially those relating to school finances and legal issues, including formulating strategic plans and central policies.

There are coordinating bodies for Waldorf education at both the national (e.g. the Association of Waldorf Schools of North America and the Steiner Waldorf Schools Fellowship in the UK and Ireland) and international level (e.g. International Association for Waldorf Education and The European Council for Steiner Waldorf Education (ECSWE)). These organizations certify the use of the registered names "Waldorf" and "Steiner school" and offer accreditations, often in conjunction with regional independent school associations.

State-funded schools

Independent schools receive complete or partial funding in much of Europe, particularly in Northern and Eastern Europe. Sweden, Finland, Holland, and Slovakia provide over 90% of independent schools' funding, while Slovenia, Germany, Belgium, Luxembourg, Ireland, Hungary, Estonia, the Czech Republic, Denmark, Spain, and Portugal provide the majority of independent schools' funding. In countries outside of this region, funding for independent schools varies widely.

Homeschooling

Waldorf-inspired home schools typically obtain their program information through informal parent groups, online, or by purchasing a curriculum. Waldorf homeschooling groups are not affiliated with the Association of Waldorf Schools of North America (AWSNA), which represents independent schools and it is unknown how many home schools use a Waldorf-inspired curriculum.

Educationalist Sandra Chistolini suggests that parents offer their children Waldorf-inspired homeschooling because "the frustration and boredom some children feel in school are eliminated and replaced with constant attention to the needs of childhood [and] connections between content and the real world".

Regional differences

Some Waldorf schools in English-speaking countries have met opposition due to vaccine hesitancy among parents. In a 2011 article, Waldorf schools were identified as a risk factor for noncompliance with measles vaccination programmes.

Other controversies have centered on Waldorf schools' educational standards and the mystical and antiquated nature of some of Steiner's theories.

United States

The first US Waldorf-inspired public school, the Yuba River Charter School in California, opened in 1994. The Waldorf public school movement is currently expanding rapidly; while in 2010, there were twelve Waldorf-inspired public schools in the United States, by 2018 there were 53 such schools.

Most Waldorf-inspired schools in the United States are elementary schools established as either magnet or charter schools. The first Waldorf-inspired high school was launched in 2008 with assistance from the Bill and Melinda Gates Foundation. While these schools follow a similar developmental approach as the independent schools, Waldorf-inspired schools must demonstrate achievement on standardized tests in order to continue receiving public funding. Studies of standardized test scores suggest that students at Waldorf-inspired schools tend to score below their peers in the earliest grades and catch up or surpass their peers by middle school. One study found that students at Waldorf-inspired schools watch less television and spend more time engaging in creative activities or spending time with friends. Public Waldorf schools' need to demonstrate achievement through standardized test scores has encouraged increased use of textbooks and expanded instructional time for academic subjects.

A legal challenge alleging that California school districts' Waldorf-inspired schools violated the First and Fourteenth Amendments of the United States Constitution and Article IX of the California Constitution was dismissed on its merits in 2005 and on appeal in 2007 and 2012. A 2012 paper in legal science reports this verdict as being provisional, and disagrees with its result, i.e. anthroposophy was declared "not a religion" due to an outdated legal framework.

United Kingdom

The first state-funded Steiner-Waldorf school, the Steiner Academy Hereford opened in 2008. Since then, Steiner academies have opened in Frome, Exeter, and Bristol as part of the government-funded free schools programme.

In December 2018, The Office for Standards in Education (Ofsted) judged the Steiner Academy Exeter as inadequate and ordered it to be transferred to a multi-academy trust; it was temporarily closed in October 2018 because of concerns, including significant lapses in safeguarding of students' wellbeing, mistreatment of children with special educational needs and other disabilities, and misspending of funds. In July 2018, two 6-year-old children were found by police having walked out of the Exeter school unnoticed. Their parents were not informed until the end of the day. Subsequently, the Steiner Academies in Bristol and Frome have also been judged inadequate by Ofsted, because of concerns over safeguarding and bullying. A number of private Steiner schools have additionally been judged inadequate in the ensuing investigation. Overall, several Waldorf schools in the UK have closed in the last decade due to their administrations' failure to adhere to state-mandated standards of education (e.g. required levels of literacy, safety standards for child welfare, and mistreatment of children with special educational needs).

In November 2012, BBC News broadcast a segment about accusations that the establishment of a state-funded Waldorf School in Frome was a misguided use of public money. The broadcast reported that concerns were being raised about Rudolf Steiner's beliefs, stating he "believed in reincarnation and said it was related to race, with black (schwarz) people being the least spiritually developed, and white (weiß) people the most". In 2007, the European Council for Steiner Waldorf Education (ECSWE) issued a statement, "Waldorf schools against discrimination", which said in part, "Waldorf schools do not select, stratify or discriminate amongst their pupils, but consider all human beings to be free and equal in dignity and rights, independent of ethnicity, national or social origin, gender, language, religion, and political or other convictions. Anthroposophy, upon which Waldorf education is founded, stands firmly against all forms of racism and nationalism."

The British Humanist Association criticized a reference book used to train teachers in Steiner academies for suggesting that the heart is sensitive to emotions and also promoting homeopathy, while claiming that Darwinism is "rooted in reductionist thinking and Victorian ethics". Edzard Ernst, emeritus professor of complementary medicine at the University of Exeter, said that Waldorf schools "seem to have an anti-science agenda". A United Kingdom Department for Education spokeswoman said "no state school is allowed to teach homeopathy as scientific fact" and that free schools "must demonstrate that they will provide a broad and balanced curriculum".

Australia, New Zealand, and Canada

Australia has "Steiner streams" incorporated into a small number of existing government schools in some states; in addition, independent Steiner-Waldorf schools receive partial government funding. The majority of Steiner-Waldorf schools in New Zealand are Integrated Private Schools under The Private Schools Integration Act 1975, thus receiving full state funding. In the Canadian provinces of British Columbia, Quebec and Alberta, all private schools receive partial state funding.

Russia

The first Steiner school in Russia was established in 1992 in Moscow. That school is now an award-winning government-funded school with over 650 students offering classes for kindergarten and years 1 to 11 (the Russian education system is an eleven-year system). There are 18 Waldorf schools in Russia and 30 kindergartens. Some are government funded (with no fees) and some are privately funded (with fees for students). As well as five Waldorf schools in Moscow, there are also Waldorf schools in Saint Petersburg, Irkutsk, Yaroslavl, Kaluga, Samara, Zhukovskiy, Smolensk, Tomsk, Ufa, Vladimir, Voronezh, and Zelenograd. The Association of Russian Waldorf Schools was founded in 1995 and now has 21 members.

Social engagement

Steiner's belief that all people are imbued with a spiritual core has fueled Waldorf schools' social mission. The schools have always been coeducational and open to children of all social classes. They were designed from the beginning to be comprehensive, 12-year schools under the direction of their own teachers, rather than the state or other external authorities, all radical principles when Steiner first articulated them.

Social renewal and transformation remain primary goals for Waldorf schools, which seek to cultivate pupils' sense of social responsibility. Studies suggest that this is successful; Waldorf pupils have been found to be more interested in and engaged with social and moral questions and to have more positive attitudes than students from mainstream schools, demonstrating activism and self-confidence and feeling empowered to forge their own futures.

Waldorf schools build close learning communities, founded on the shared values of its members, in ways that can lead to transformative learning experiences that allow all participants, including parents, to become more aware of their own individual path, but which at times also risk becoming exclusive. Reports from small-scale studies suggest that there are lower levels of harassment and bullying in Waldorf schools and that European Waldorf students have much lower rates of xenophobia and gender stereotypes than students in any other type of schools. Betty Reardon, a professor and peace researcher, gives Waldorf schools as an example of schools that follow a philosophy based on peace and tolerance.

Many private Waldorf schools experience a tension between these social goals and the way tuition fees act as a barrier to access to the education by less well-off families. Schools have attempted to improve access for a wider range of income groups by charging lower fees than comparable independent schools, by offering a sliding scale of fees, and/or by seeking state support.

Waldorf schools have linked polarized communities in a variety of settings.

  • Under the apartheid regime in South Africa, the Waldorf school was one of the few schools in which children of all apartheid racial classifications attended the same classes. A Waldorf training college in Cape Town, the Novalis Institute, was referenced during UNESCO's Year of Tolerance for being an organization that was working towards reconciliation in South Africa.
  • The first Waldorf school in West Africa was founded in Sierra Leone to educate boys and girls orphaned by the country's civil war. The school building is a passive solar building built by the local community, including the students.
  • In Israel, the Harduf Kibbutz Waldorf school includes both Jewish and Arab faculty and students and has extensive contact with the surrounding Arab communities. It also runs an Arab-language Waldorf teacher training. A joint Arab-Jewish Waldorf kindergarten (Ein Bustan) was founded in Hilf (near Haifa) in 2005. An Arabic language multi-cultural Druze/Christian/Muslim Waldorf school has operated in Shefa-'Amr since 2003. In Lod, a teacher training program brings together Israeli Arabs and Jews on an equal basis, with the goals of improving Arab education in Israel and offering new career paths to Arab women.
A ten kindergarten complex in Associação Comunitária Monte Azul
  • In Brazil, a Waldorf teacher, Ute Craemer, founded Associação Comunitária Monte Azul, a community service organization providing childcare, vocational training and work, social services including health care, and Waldorf education to more than 1,000 residents of poverty-stricken areas (Favelas) of São Paulo.
  • In Nepal, the Tashi Waldorf School in the outskirts of Kathmandu teaches mainly disadvantaged children from a wide variety of cultural backgrounds. It was founded in 1999 and is run by Nepalese staff. In addition, in the southwest Kathmandu Valley a foundation provides underprivileged, disabled and poor adults with work on a biodynamic farm and provides a Waldorf school for their children.
  • The T.E. Mathews Community School in Yuba County, California, serves high-risk juvenile offenders, many of whom have learning disabilities. The school switched to Waldorf methods in the 1990s. A 1999 study of the school found that students had "improved attitudes toward learning, better social interaction and excellent academic progress". This study identified the integration of the arts "into every curriculum unit and almost every classroom activity" as the most effective tool to help students overcome patterns of failure. The study also found significant improvements in reading and math scores, student participation, focus, openness and enthusiasm, as well as emotional stability, civility of interaction and tenacity.

In 2008, 24 Waldorf schools in 15 countries were members of the UNESCO Associated Schools Project Network. The Friends of Waldorf Education is an organization whose purpose is to support, finance and advise the Waldorf movement worldwide, particularly in disadvantaged settings.

Reception

Anti-cult

The French government anti-cult agency MIVILUDES reported in 2021 that it remains vigilant about anthroposophy, particularly because of its deviant medical applications and its work with minors (Waldorf pedagogy).

Evaluations of students' progress

Although studies about Waldorf education tend to be small-scale and vary in national context, a 2005 independent comprehensive review of the literature concluded there was evidence that Waldorf education encourages academic achievement as well as "creative, social and other capabilities important to the holistic growth of a person".

In comparison to state school pupils, European Waldorf students are significantly more enthusiastic about learning, report having more fun and being less bored in school, view their school environments as pleasant and supportive places where they are able to discover their personal academic strengths, and have more positive views of the future. Twice as many European Waldorf students as state school pupils report having good relationships with teachers; they also report significantly fewer ailments such as headaches, stomach aches, and disrupted sleep.

A 2007 German study found that an above-average number of Waldorf students become teachers, doctors, engineers, scholars of the humanities, and scientists. Studies of Waldorf students' artistic capacities found that they averaged higher scores on the Torrance Test of Creative Thinking Ability, drew more accurate, detailed, and imaginative drawings, and were able to develop richer images than comparison groups.

Some observers have noted that Waldorf educators tend to be more concerned to address the needs of weaker students who need support than they are to meet the needs of talented students who could benefit from advanced work.

Educational scholars

Professor of educational psychology Clifford Mayes said "Waldorf students learn in sequences and paces that are developmentally appropriate, aesthetically stimulating, emotionally supportive, and ecologically sensitive." Professors of education Timothy Leonard and Peter Willis stated that Waldorf education "cultivates the imagination of the young to provide them a firm emotional foundation upon which to build a sound intellectual life".

Professor of education Bruce Uhrmacher considers Steiner's view on education worthy of investigation for those seeking to improve public schooling, saying the approach serves as a reminder that "holistic education is rooted in a cosmology that posits a fundamental unity to the universe and as such ought to take into account interconnections among the purpose of schooling, the nature of the growing child, and the relationships between the human being and the universe at large", and that a curriculum need not be technocratic, but may equally well be arts-based.

Thomas Nielsen, assistant professor at the University of Canberra's education department, said that imaginative teaching approaches used in Waldorf education (drama, exploration, storytelling, routine, arts, discussion and empathy) are effective stimulators of spiritual-aesthetic, intellectual and physical development, expanding "the concept of holistic and imaginative education" and recommends these to mainstream educators.

Andreas Schleicher, international coordinator of the PISA studies, commented on what he saw as the "high degree of congruence between what the world demands of people, and what Waldorf schools develop in their pupils", placing a high value on creatively and productively applying knowledge to new realms. This enables "deep learning" that goes beyond studying for the next test. Deborah Meier, principal of Mission Hill School and MacArthur grant recipient, while having some "quibbles" about the Waldorf schools, stated: "The adults I know who have come out of Waldorf schools are extraordinary people. That education leaves a strong mark of thoroughness, carefulness, and thoughtfulness."

Robert Peterkin, director of the Urban Superintendents Program at Harvard's Graduate School of Education and former Superintendent of Milwaukee Public Schools during a period when Milwaukee funded a public Waldorf school, considers Waldorf education a "healing education" whose underlying principles are appropriate for educating all children.

Waldorf education has also been studied as an example of educational neuroscience ideas in practice.

Germany

In 2000, educational scholar Heiner Ullrich wrote that intensive study of Steiner's pedagogy had been in progress in educational circles in Germany since about 1990 and that positions were "highly controversial: they range from enthusiastic support to destructive criticism". In 2008, the same scholar wrote that Waldorf schools have "not stirred comparable discussion or controversy... those interested in the Waldorf School today... generally tend to view this school form first and foremost as a representative of internationally recognized models of applied classic reform pedagogy" and that critics tend to focus on what they see as Steiner's "occult neo-mythology of education" and to fear the risks of indoctrination in a worldview school, but lose an "unprejudiced view of the varied practice of the Steiner schools". Ullrich himself considers that the schools successfully foster dedication, openness, and a love for other human beings, for nature, and for the inanimate world.

Professor of Comparative Education Hermann Röhrs describes Waldorf education as embodying original pedagogical ideas and presenting exemplary organizational capabilities.

Relationship with mainstream education

A UK Department for Education and Skills report suggested that Waldorf and state schools could learn from each other's strengths: in particular, that state schools could benefit from Waldorf education's early introduction and approach to modern foreign languages; combination of block (class) and subject teaching for younger children; development of speaking and listening through an emphasis on oral work; good pacing of lessons through an emphasis on rhythm; emphasis on child development guiding the curriculum and examinations; approach to art and creativity; attention given to teachers' reflective activity and heightened awareness (in collective child study for example); and collegial structure of leadership and management, including collegial study. Aspects of mainstream practice which could inform good practice in Waldorf schools included: management skills and ways of improving organizational and administrative efficiency; classroom management; work with secondary-school age children; and assessment and record keeping.

American state and private schools are drawing on Waldorf education – "less in whole than in part" – in expanding numbers. Professor of Education Elliot Eisner sees Waldorf education exemplifying embodied learning and fostering a more balanced educational approach than American public schools achieve. Ernest Boyer, former president of the Carnegie Foundation for the Advancement of Teaching commended the significant role the arts play throughout Waldorf education as a model for other schools to follow. Waldorf schools have been described as establishing "genuine community" and contrasted to mainstream schools, which have been described as "residential areas partitioned by bureaucratic authorities for educational purposes".

Many elements of Waldorf pedagogy have been used in all Finnish schools for many years.

Ashley described seven principal ways Waldorf education differed from mainstream approaches: its method of working from the whole to the parts, its attentiveness to child development, its goal of freedom, the deep relationships of teachers to students, the emphasis on experiencing oral traditions, the role of ritual and routine (e.g. welcoming students with a handshake, the use of opening and closing verses, and yearly festivals), the role arts and creativity play, and the Goetheanistic approach to science.

Benjamin Lazier calls Steiner a "maverick educator".

Public health

Vaccine beliefs

In US states where nonmedical vaccine exemption is legal, 2015 reports showed Waldorf schools as having a high rate of vaccine exemption within their student populations, however, recent research has shown that in US state schools, child immunization rates often fall below the 95-percent threshold that the Centers for Disease Control say is necessary to provide herd immunity for a community. A 2010 report by the UK Government said that Steiner schools should be considered "high risk populations" and "unvaccinated communities" with respect to children's risks of catching measles and contributing to outbreaks. On 19 November 2018, the BBC reported there was an outbreak of chickenpox affecting 36 students at the Asheville Waldorf School located in North Carolina. Out of 152 students at the school, 110 had not received the Varicella vaccine that protects against chickenpox. The United States Advisory Committee on Immunization, the Centers for Disease Control, and the North Carolina Department of Health and Human Services all recommend that all healthy children 12 months of age and older get vaccinated against Varicella. The Guardian reported that several Waldorf schools in California had some of the lowest vaccination rates among kindergarten pupils in the 2017–18 school year, with only 7% of pupils having been vaccinated in one school. In the same article, however, The Guardian also reported that, in a 2019 statement, the International Center for Anthroposophic Medicine and the International Federation of Anthroposophic Medical Associations stressed that anthroposophic medicine, the form of medicine Steiner founded, "fully appreciates the contributions of vaccines to global health and firmly supports vaccinations as an important measure to prevent life threatening diseases".

Rudolf Steiner founded the first Waldorf school several years before vaccinations for tetanus, diphtheria, and whooping cough were invented. After such vaccinations became widespread in Europe, Steiner opposed their use in several contexts, writing that vaccination could "impede spiritual development" and lead to a loss of "any urge for a spiritual life". Steiner also thought that these effects would carry over into subsequent reincarnations of the vaccinated person.

The Association of Waldorf Schools of North America released the following in a statement in 2019:

The Association of Waldorf Schools of North America wishes to state unequivocally that our educational objectives do not include avoidance of, or resistance to, childhood immunization. The health, safety, and wellbeing of children are our forefront concerns.

  • All members of our association are schools or institutions that are free to make independent school policy decisions in accordance with AWSNA's membership and accreditation criteria. Our membership and accreditation criteria require schools to be compliant with national, state, provincial, and local laws. While policy decisions regarding immunizations may vary from school to school, such decisions are made in accordance with legal requirements set by local, state, provincial or federal government.
  • The Association encourages parents to consider their civic responsibility in regards to the decision of whether or not to immunize against any communicable disease, but ultimately, the decision to immunize or not is one made by parents in consultation with their family physician.

In 2021, Waldorf schools in Germany were associated with outbreaks of COVID-19 during a pandemic of the disease, as well as reticence to incorporate public health measures relating to disease outbreak.

Race

The Association of Waldorf Schools of North America (AWSNA) and European Council for Steiner Waldorf Education have put out statements stating that "racist or discriminatory tendencies are not tolerated in Waldorf schools or Waldorf teacher training institutes. The Waldorf school movement explicitly rejects any attempt to misappropriate Waldorf pedagogy or Rudolf Steiner's work for racist or nationalistic purposes." Similar statements were put out by the Waldorf school association in Britain ("Our schools do not tolerate racism. Racist views do not accord with Steiner's longer term vision of a society in which such distinctions would be entirely irrelevant & modern Steiner Waldorf schools deplore all forms of intolerance, aiming to educate in a spirit of respect & to encourage open-hearted regard for others among the children they educate") and Germany.

These statements are the necessary response to Rudolf Steiner's contradictory beliefs about race: he emphasized the core spiritual unity of all the world's peoples, sharply criticized racial prejudice, and articulated beliefs that the individual nature of any person stands higher than any racial, ethnic, national or religious affiliation, yet he asserted a hierarchy of races, with the white race at the top, and associated intelligence with having blonde hair and blue eyes. People who believe in reincarnation may not see his beliefs as racist in the same way as people who do not.

In 2019 a school in Christchurch, New Zealand, began considering removing "Rudolf Steiner" from the name of the school "so that the our best ideals are not burdened by historical, philosophical untruths." In 2014, after an investigation by the NZ Ministry of Education, a small school on the Kāpiti Coast of New Zealand was cleared of teaching racist theories. An independent investigation concluded that while there were no racist elements in the curriculum, the school needed to make changes in the "areas of governance, management and teaching to ensure parents' complaints were dealt with appropriately in the future...[and that]...the school must continue regular communication with the school community regarding the ongoing work being undertaken to address the issues raised and noted that the board has proactively sought support to do this."

Racist attitudes and behaviour have been reported in particular Waldorf schools, and some teachers have reportedly expressed Steiner's view that individuals reincarnate through various races, however, Kevin Avison, senior advisor for the Steiner Waldorf Schools Fellowship in the UK and Ireland, calls the claim of belief in reincarnation through the races "a complete and utter misunderstanding" of Steiner's teachings.

"Steiner's collected works, moreover, totalling more than 350 volumes, contain pervasive internal contradictions and inconsistencies on racial and national questions." Martins and Vukadinović describe the racism of Anthroposophy as spiritual and paternalistic (i.e. benevolent), in contrast to the materialistic and often malign racism of fascism.

Discovery learning

From Wikipedia, the free encyclopedia
A child explores the flight behavior of a toy aircraft from Styrofoam

Discovery learning is a technique of inquiry-based learning and is considered a constructivist based approach to education. It is also referred to as problem-based learning, experiential learning and 21st century learning. It is supported by the work of learning theorists and psychologists Jean Piaget, Jerome Bruner, and Seymour Papert.

Jerome Bruner is often credited with originating discovery learning in the 1960s, but his ideas are very similar to those of earlier writers such as John Dewey. Bruner argues that "Practice in discovering for oneself teaches one to acquire information in a way that makes that information more readily viable in problem solving". This philosophy later became the discovery learning movement of the 1960s. The mantra of this philosophical movement suggests that people should "learn by doing".

The label of discovery learning can cover a variety of instructional techniques. According to a meta-analytic review conducted by Alfieri, Brooks, Aldrich, and Tenenbaum (2011), a discovery learning task can range from implicit pattern detection, to the elicitation of explanations and working through manuals to conducting simulations. Discovery learning can occur whenever the student is not provided with an exact answer but rather the materials in order to find the answer themselves.

Discovery learning takes place in problem solving situations where learners interact with their environment by exploring and manipulating objects, wrestling with questions and controversies, or performing experiments, while drawing on their own experience and prior knowledge.

Characteristics

Discovery-based learning is typically characterized by having minimal teacher guidance, fewer teacher explanations, solving problems with multiple solutions, use of hand-on materials, minimal repetition and memorization.

There are multiple essential components that are required for successful discovery-based learning which include the following:

  • Teacher guidance where the emphasis is on building upon students’ reasoning and connecting to their experiences
  • Classroom culture where there is a shared sense of purpose between teacher and students, where open-mindedness and dialogue are encouraged
  • Students are encouraged to ask questions, inquire through exploration and collaborate with teacher and peers

Teacher's role

It has been suggested that effective teaching using discovery techniques requires teachers to do one or more of the following: 1) Provide guided tasks leveraging a variety of instructional techniques 2) Students should explain their own ideas and teachers should assess the accuracy of the idea and provide feedback 3) Teachers should provide examples of how to complete the tasks.

A critical success factor to discovery learning is that it must be teacher assisted. Bruner (1961), one of the early pioneers of discovery learning, cautioned that discovery could not happen without some basic knowledge. Mayer (2004) argued that pure unassisted discovery should be eliminated due to the lack of evidence that it improves learning outcomes. Discovery learning can also result in students becoming confused and frustrated.

The teachers’ role in discovery learning is therefore critical to the success of learning outcomes. Students must build foundational knowledge through examples, practice and feedback. This can provide a foundation for students to integrate additional information and build upon problem solving and critical thinking skills.

Benefits and limitations

Early research demonstrated that directed discovery had positive effects on retention of information at six weeks after instruction versus that of traditional direct instruction.

It is believed that the outcome of discovery based learning is the development of inquiring minds and the potential for life-long learning.

Discovery learning promotes student exploration and collaboration with teachers and peers to solve problems. Children are also able to direct their own inquiry and be actively involved in the learning process which helps with student motivation.

Discovery learning is not without limitations, however. Some studies show that students in discovery situations are more likely than those receiving direct instruction to encounter inconsistent or misleading feedback, encoding errors, causal misattributions, and inadequate practice and elaborations. In these cases, direct instruction has been shown to be an efficient way to teach procedures that are difficult for students to discover on their own, such as those involved in geometry, algebra, and computer programming.

Assisted vs. unassisted discovery

A debate in the instructional community now questions the effectiveness of this model of instruction. The debate dates back to the 1950s when researchers first began to compare the results of discovery learning to other forms of instruction. In support of the fundamental concept of discovery learning, Bruner (1961) suggested that students are more likely to remember concepts if they discover them on their own as opposed to those that are taught directly.

In pure discovery learning, the learner is required to discover new content through conducting investigations or carrying out procedures while receiving little, if any, assistance. "For example, a science teacher might provide students with a brief demonstration of how perceptions of color change depending on the intensity of the light source and then ask them to design their own experiment to further examine this relationship". In this example the student is left to discover the content on his/her own. Because students are left to self-discovery of topics, researchers worry that learning taking place may have errors, misconceptions or be confusing or frustrating to the learner.

Research shows that cognitive demands required for discovery in young children may hinder learning as they have limited amounts of existing knowledge to integrate additional information. Bruner also cautioned that such discovery could not be made prior to or without at least some base of knowledge in the topic. Students who are presented with problems without foundational knowledge may not have the ability to work though solutions. The meta-analyses conducted by Alfieri and colleagues reconfirmed such findings.

Mayer (2004) argues that unassisted discovery learning tasks do not help learners discover problem-solving rules, conservation strategies, or programming concepts. He does acknowledge, however that while under some circumstances constructivist-based approaches may be beneficial, pure discovery learning lacks structure in nature and hence will not be beneficial for the learner. Mayer also points out that interest in discovery learning has waxed and waned since the 1960s. He argues that in each case the empirical literature has shown that the use of pure discovery methods is not suggested, yet time and time again researchers have renamed their instructional methods only to be discredited again, to rename their movement again.

Alternatively, direct ‘instruction where working examples, scaffolding techniques, explicit explanation and feedback are beneficial to learning (Alfieri, 2011). In addition, time spent practising newly learned concepts improves problem solving skills (Pas and Van Gog, 2006).

There appears to be benefits to both direct instruction and assisted discovery.

In special needs education

With the push for special needs students to take part in the general education curriculum, prominent researchers in this field doubt if general education classes rooted in discovery based learning can provide an adequate learning environment for special needs students. Kauffman has related his concerns over the use of discovery based learning as opposed to direct instruction. Kauffman comments, to be highly successful in learning the facts and skills they need, these facts and skills are taught directly rather than indirectly. That is the teacher is in control of instruction, not the student, and information is given to students (2002).

This view is exceptionally strong when focusing on students with math disabilities and math instruction. Fuchs et al. (2008) comment,

Typically developing students profit from the general education mathematics program, which relies, at least in part, on a constructivist, inductive instructional style. Students who accrue serious mathematics deficits, however, fail to profit from those programs in a way that produces understanding of the structure, meaning, and operational requirements of mathematics ... Effective intervention for students with a math disability requires an explicit, didactic form of instruction ...

Fuchs et al. go on to note that explicit or direct instruction should be followed up with instruction that anticipates misunderstanding and counters it with precise explanations.

However, few studies focus on the long-term results for direct instruction. Long-term studies may find that direct instruction is not superior to other instructional methods. For instance, a study found that in a group of fourth graders that were instructed for 10 weeks and measured for 17 weeks direct instruction did not lead to any stronger results in the long term than did practice alone. Other researchers note that there is promising work being done in the field to incorporate constructivism and cooperative grouping so that curriculum and pedagogy can meet the needs of diverse learners in an inclusion setting. However, it is questionable how successful these developed strategies are for student outcomes both initially and in the long term.

Effects on cognitive load

Research has been conducted over years to prove the unfavorable effects of discovery learning, specifically with beginning learners. "Cognitive load theory suggests that the free exploration of a highly complex environment may generate a heavy working memory load that is detrimental to learning". Beginning learners do not have the necessary skills to integrate the new information with information they have learned in the past. Sweller reported that a better alternative to discovery learning was guided instruction. According to Kirschner, Sweller and Clark (2006), guided instruction produces more immediate recall of facts than unguided approaches along with longer term transfer and problem-solving skills.

Enhanced discovery learning

Robert J. Marzano (2011) describes enhanced discovery learning as a process that involves preparing the learner for the discovery learning task by providing the necessary knowledge needed to successfully complete said task. In this approach, the teacher not only provides the necessary knowledge required to complete the task, but also provides assistance during the task. This preparation of the learner and assistance may require some direct instruction. "For example, before asking students to consider how best to stretch the hamstring muscle in cold weather, the teacher might present a series of lessons that clarify basic facts about muscles and their reaction to changes in temperature".

Another aspect of enhanced discovery learning is allowing the learner to generate ideas about a topic along the way and then having students explain their thinking. A teacher who asks the students to generate their own strategy for solving a problem may be provided with examples in how to solve similar problems ahead of the discovery learning task. "A student might come up to the front of the room to work through the first problem, sharing his or her thinking out loud. The teacher might question students and help them formulate their thinking into general guidelines for estimation, such as "start by estimating the sum of the highest place-value numbers". As others come to the front of the room to work their way through problems out loud, students can generate and test more rules".

Special relativity

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