An article is in press!

Halverson, L.R., Graham, C.R., Spring, K.J., Drysdale, J.S. & Henrie, C.R. (2013, in press).  A Thematic Analysis of the Most Highly Cited Scholarship in the First Decade of Blended Learning Research. The Internet and Higher Education. doi: 10.1016/j.iheduc.2013.09.00

MindMap of Qualitative Inquiry


I am the first author on an article which appears this month in Distance Education.  It is titled “An analysis of high impact scholarship and publication trends in blended learning”; more details are also here.  The full prepublication draft is viewable here.

Here is the Abstract:

Blended learning is a diverse and expanding area of design and inquiry that combines face-to-face and online modalities. As blended learning research matures, numerous voices enter the conversation. This study begins the search for the center of this emerging area of study by finding the most cited scholarship on blended learning. Using Harzing’s Publish or Perish software (<ext-link xmlns:xlink=”http://www.w3.org/1999/xlink&#8221; ext-link-type=”uri” xlink:href=”http://www.harzing.com/pop.htm”>http://www.harzing.com/pop.htm</ext-link&gt;), we determined the most frequently cited books, book chapters, and articles on the subject of blended learning, as well as the journals in which these highly cited articles appeared. Through these findings we offer some conclusions about where the conversations about blended learning are happening, which scholars are at the forefront of these conversations, and other emerging trends in blended learning scholarship.


Halverson, L. R., Graham, C. R., Spring, K. J., & Drysdale, J. S. (2012). An analysis of high impact scholarship and publication trends in blended learning. Distance Education, 33(3).doi:10.1080/01587919.2012.723166

This was a fascinating article, which makes an argument similar to the one I have been working on.  The authors do note that there is little hard evidence to support their argument that, “[a]t the core, the network organization depends on a network of relationships forged on the basis of face-to-face interaction” (304). Nonetheless, I think the ideas are worth thinking over.

Nohria & Eccles recognize that “because of the efficiency and ease of use of electronically mediated exchange the temptation is that it will replace relationships based on face-to-face interaction” (p.  289) (the so-called substitution hypothesis). Using the same term that Graham took from Reigeluth’s “valued outputs”, they ask “whether these electronically mediated exchanges can be as effective. Our view is that they cannot” (p. 289, emphasis added).

When the interactions are “role based, certain, routine, and unchanging,” or “impersonal, unambiguous, standardized, and atomistic,” and follow “the more traditional market or hierarchical organization” (p. 300), electronically mediated exchange to replace face-to-face interaction may be quite effective, state the authors. However, we live in a world of great and rapid change: globalization, rapid entry and exit of competitors, unpredictable emergence and obsolescence of products and technologies, customization of demand, flexible manufacturing, and an increasingly mobile and heterogeneous work force.  These factors “combine to create conditions of unprecedented knowledge intensity, uncertainty, ambiguity, and risk (Piore and Sabel 1984; Miles and Snow 1986; Child 1987; Drucker 1990; Eccles and Nohria 1991)…. [T]o respond to these conditions…firms must be fast, flexible, responsive, and knowledge intensive. They must be action-oriented…” (p. 290).  These responses to such conditions “are difficult to address through electronically mediated exchange” (p. 289).

Three fundamental differences between electronically mediated and face-to-face exchange combine to create this difficulty.  First, face-to-face interaction is always copresent, whereas in electronically mediated exchange “all kinds of social context clues are filtered out” (p. 293) (an argument which concurs with Graham’s dimensions of space and fidelity).  Secondly, face-to-face exchange has high fidelity, for ir “captures the entire bandwidth of human interaction. It covers all the senses…, [and] it also captures the full range of psychoemotional reactions….” (p. 293). The authors cite Goffman (1963), who writes that beyond impressions “given,” there are also those “given-off” inadvertently.  These can be assessed in face-to-face settings but are difficult if not impossible to recognize with electronic mediation.  Thirdly, “relative to electronically mediated exchange, the structure of face-to-face interaction offers an unusual capacity for interruption, repair, feedback and learning (Schegloff 1987)” (p. 293).  Electronically mediated exchanges are sequential, whereas face-to-face interactions occur sometimes in almost simultaneous time.

The result of these factors are four issues that impact interaction.  First, identities are more uncertain without face-to-face communication: “Before face-to-face communication occurs, our mental image of aperson is incomplete; therefore so is our strategy for interacting with the person” (p. 294).  Secondly, electronically mediated exchange less effective than face-to-face interactions in conditions of ambiguity and uncertainty (p. 295).  Thirdly, mobilizing collective action is difficult at a distance.  While electronically mediated discussions tend to be more egalitarian, they are also more disorganized, with much proposal generation, but a lack in decisive action-taking (see p. 297). It is also harder to get people to commit, to “sign up” electronically than it is to motivate them in person.  Finally, electronically mediated exchanges are “highly susceptible to opportunistic behavior” (p. 297), making trust, the “‘cement’ of all social organization” (p. 298), harder to develop.

Though this is an argument for the business world, it seems that the same applied to education as well. Nohria & Eccles do not argue that electronically mediated exchange has no place in the world of business.  However, in situations of ambiguity, risk, and intensity, face-to-face interaction is the more efficient and effective form of exchange.  Similarly, machine-mediated learning can certainly occur.  However, we suggest that certain types of learning — some skill-based learning and the development of dispositions in particular — is more effective and efficient.  While machines are excellent at consistency and computation, as well as at providing vast quantities of information, humans can much better deal with the risk, intensity, and ambiguity that have been recognized as essentials in transformative learning or becoming.


Nohria, N. & Eccles, R.  (1992). Face-to-face: Making network organizations work. In N. Nohria & R. Eccles (Eds.), Networks and organizations: Structure, form, and action, (pp. 288-308). Harvard Business School Press.

This article discusses tacit knowledge, using the definition proposed by Polanyi (1967) of what we know but find hard to articulate.  I think tacit knowledge is part of becoming, or the learning that goes a step beyond knowing and doing.  Tee & Kareny argue that “although text book publishers or e-learning course producers can process formal or explicit knowledge effectively …, they are unable to help learners cultivate the kinds of tacit knowledge needed to thrive in the world we live in today….  Ultimately, the more widely available explicit knowledge becomes, the greater the importance of tacit knowledge. Tacit knowledge forms a critical foundation for meaning making and developing understanding that helps learners differentiate the relevant from the irrelevant during an era of information explosion …” (p. 386).

The authors draw on the naturalistic methodology proposed by Lincoln & Guba (hey! I just learned about them a few days ago in my Evaluation course!), who feel that “the sole research instrument that can uncover tacit knowledge is the human instrument” (p. 388).  They list a few key human characteristics, which interested me as I continue to think about human- versus machine-interaction: “responsiveness, adaptability, holistic emphasis, knowledge base expansion capabilities, and processual immediacy” (p. 388).

Tee & Karney therefore did a qualitative study of the interactions of an online course, to see how tacit knowledge was shared and cultivated in the course.  They write: “Knowledge—particularly tacit knowledge—is best shared and cultivated in a climate oflove, care, trust, and commitment (resulting in a safe learning environment)” (p. 409).  They also comment that the course instructor “seemed to have inadvertently created an elementary ba, or a shared context for knowledge sharing, creation, and utilization (Nonaka & Konno 1998)…. Without an enabling ba, the knowledge acquired is decontextualized and tends to be inert and of little practical utility, because knowledge, thinking, and the context for learning are inextricably linked (Bereiter 2002; Brown and Duguid 2000; Lave and Wenger 1991; Whitehead 1929)” (p. 407-8).

In addition to creating the conditions for cultivating tacit knowledge, Tee & Karney believe that there are certain “inducing processes” for cultivating it as well.   These concepts come from Nonaka, who also writes on the concept of ba. Together these inducing processes help cultivate tacit knowledge.  They are:

  • Socialization: particularly shared experiences
  • Externalization: for example, discussion boards which require students to elaborate on a concept or explain an idea
  • Combination: synthesis, reconfiguring knowledge to form a new basis of knowledge. Requires greater organization of knowledge
  • Internalization: generally a personal process, but also happens in group context

I would have liked even more theoretical background about tacit knowledge, but this did make interesting connections between the development of tacit knowledge (becoming) and human interaction (socialization and the overarching concept of ba which they feel is vital to sharing tacit knowledge.

Tee, M. Y. & Karney, D. (2010). Sharing and cultivating tacit knowledge in an online learning environment. International Journal of Computer-Supported Collaborative Learning, 5(4): 385-413. doi:10.1007/s11412-010-9095-3. http://www.springerlink.com/index/10.1007/s11412-010-9095-3.


Olson & Olson argue in this article that “[t]here are characteristics of face-to-face human interactions, particularly the space–time contexts in which such interactions take place, that the emerging technologies are either pragmatically or logically incapable of replicating” (p. 140-1).  For example, though one study showed no difference in the output produced by a face-to-face (collocated) group as compared to one working at a distance, nevertheless “the process of [the distance group’s] work changed, however, to require more clarification and more management overhead…” (p. 152).  This connects to our choice of Reigeluth’s valued outputs, including efficiency. Thus these author feel, as do I, that certain types of work (and I would also say learning) are inefficient when attempted at a distance.

The authors refer to one study that found that collocated groups had double the function points per unit of staff time as corporate average (p. 145).  They attribute this to factors such as the fluidity of participation (p. 146), “the spatiality of human interaction” (p. 146), and the fact that the teams had worked together long-term and held established working habits (p. 148).  Olson & Olson note several key characteristics of collocated synchronous interactions (p. 149), namely: rapid feedback (allowing quick corrections), multiple channels (allowing redundancy, as well as many ways to convey subtle or complex message), personal information (enabling participants to judge the characteristics of the source), nuanced information (allowing very small differences in meaning to be conveyed and information to be easily modulated), shared local context (enabling easy socializing and mutual understanding), informal “hall” time (making possible opportunistic information exchanges and important social bonding), individual control (providing rich, flexible monitoring of how all are reacting), implicit cues (wherein the natural operations of human attention provide access to important contextual information), and spatiality of reference (whereby both people and ideas can be referred to spatially).

Despite this judgment, the authors “focus on the sociotechnical conditions required for effective distance work and bring together the results with four key concepts: common ground, coupling of work, collaboration readiness, and collaboration technology readiness. Groups with high common ground and loosely coupled work, with readiness both for collaboration and collaboration technology, have a chance at succeeding with remote work” (p. 139).

  • Common ground: the knowledge people have in common, and are aware that they have in common. “[W]e construct common ground from whatever cues we have at the moment. The fewer cues we have, the harder the work in constructing it, and the more likely misinterpretations will occur” (p. 158).  Since distance interaction provides fewer clues, it is harder for such teams to establish common ground. “The more common ground people can establish, the easier the communication, the greater the productivity. If people have established little common ground, allow them to develop it, either by traveling and getting to know each other or by using as high-bandwidth channel as possible” (p. 161).
  • Coupling in Work: “Tightly coupled work is work that strongly depends on the talents of collections of workers and is nonroutine, even ambiguous. Components of the work are highly interdependent. The work typically requires frequent, complex communication among the group members, with short feedback loops and multiple streams of information” (p. 162).  They note that “tightly coupled work is very difficult to do remotely” and therefore advise “design[ing] the work organization so that ambiguous, tightly coupled work is collocated” (p. 163).
  • Collaboration readiness: They state that “one should not attempt to introduce groupware and remote technologies in organizations and communities that do not have a culture of sharing and collaboration” (p. 164).
  • Technology readiness:  Their advice is that “advanced technologies should be introduced in small steps” (p. 166).

For my interests, the most important argument is the efficiency one which Olson & Olson make, that “[t]here are characteristics of face-to-face human interactions … that the emerging technologies are either pragmatically or logically incapable of replicating” (p. 140-1).


Olson, G.M. & Olson, J. S. (2000). Distance matters. Human–Computer Interaction, 15 (2): 139–178. http://www.informaworld.com/index/784767943.pdf.