Announcing the First International Symposium on Educating for Collective Intelligence (and some thoughts on collective intelligence)

First International Symposium on Educating for Collective Intelligence | UTS:CIC

Free-to-register International online symposium, December 5th, 2024, 12-3pm PST

Start time:

This is going to be an important symposium, I think.

I will be taking 3 very precious hours out of my wedding anniversary to attend, in fairness unintentionally: I did not do the timezone conversion when I submitted my paper so I thought it was the next day. However,  I have not cancelled despite the potentially dire consequences, partly because the line-up of speakers is wonderful, partly because we all use the words “collective intelligence” (CI) but we come from diverse disciplinary areas and we mean sometimes very different things by them (so there will be some potentially inspiring conversations) and partly for a bigger reason that I will get to at the end of this post.  You can read abstracts and most of the position papers on the symposium website,

In my own position paper  I have invented the term ochlotecture (from the Classical Greek ὄχλος (ochlos), meaning something like “multitude” and τέκτων (tektōn) meaning “builder”) to describe the structures and processes of a collection of people, whether it be a small seminar group, a network of researchers, or a set of adherents to a world religion. An ochlotecture includes elements like names, physical/virtual spaces, structural hierarchies, rules, norms, mythologies, vocabularies, and purposes, as well as emergent phenomena occurring through individual and subgroup interactions, most notably the recursive cycle of information capture, processing, and (re)presentation that I think characterizes any CI. Through this lens, I can see both what is common and what distinguishes the different kinds of CI described in these position papers a bit more clearly. In fact, my own use of the term has changed a few times over the years so it helps me make sense of my own thoughts on the matter too.

Where I’ve come from that leads me here

symbolic representation of collective intelligenceI have been researching CI and education for a long time. Initially, I used the term very literally to describe something very distinct from individual intelligence, and largely independent of it.  My PhD, started in 1997, was inspired by the observation that (even then) there were at least tens of thousands of very good resources (people, discussions, tutorials, references, videos, courseware etc) openly available on the Web to support learners in most subject areas, that could meet almost any conceivable learning need. The problem was and remains how to find the right ones. These were pre-Google times but even the good-Google of olden days (a classic application of collective intelligence as I was using the term) only showed the most implicitly popular, not those that would best meet a particular learner’s needs. As a novice teacher, I also observed that, in a typical classroom, the students’ combined knowledge and ability to seek more of it far exceeded my own.  I therefore hit upon the idea of using a nature-inspired evolutionary approach to collectively discover and recommend resources, that led me very quickly into the realm of evolutionary theory and thence to the dynamics of self-organizing systems, complex adaptive systems, stigmergy, flocking, city planning, markets, and collective intelligence.

And so I became an ochlotect. I built a series of self-organizing social software systems that used stuff like social navigation (stigmergy), evolutionary, and flocking algorithms to create environments that both shaped and were shaped by the crowd. Acknowledging that “intelligence” is a problematic word, I simply called these collectives, a name inspired by Star Trek TNG’s Borg (the pre-Borg-Queen Borg, before the writers got bored or lazy). The intelligence of a “pure” collective as I conceived it back then was largely to be found in the algorithm, not the individual agents. Human stock markets are no smarter than termite mounds by this way of thinking (and they are not). I was trying to amplify the intelligence of crowds while avoiding the stupidity of mobs by creating interfaces and algorithms that made value to learners a survival characteristic. I was building systems that played some of the roles of a teacher but that were powered by collectives consisting of learners.  Some years later, Mark Zuckerberg hit on the idea of doing the exact opposite, with considerably greater success, making a virtue out of systems that amplified collective stupidity, but the general principles behind both EdgeRank and my algorithms were similar.

When I say that I “built” systems, though, I mean that I built the software part. I came to increasingly realize that the largest part of all of them was always the human part: what the individuals did, and the surrounding context in which they did it, including the norms, the processes, the rules, the structures, the hierarchies, and everything else that formed the ochlotecture, was intrinsic to their success or failure.  Some of those human-enacted parts were as algorithmic as the software environments I provided and were no smarter than those used by termites (e.g. “click on the results from the top of the list or in bigger fonts”), but many others were designed, and played critical roles.  This slightly more complex concept of CI played a major supporting role in my first book providing a grounded basis for the design of social software systems that could support maximal learner control. In it I wound up offering a set of 10 design principles that addressed human, organizational, pedagogical and tech factors as well as emergent collective characteristics that were prerequisites if social software systems were to evolve to become educationally useful.

Collectives also formed a cornerstone of my work with Terry Anderson over the next decade or so, and our use of the term evolved further. In our first few papers, starting  in 2007, we conflated the dynamic process with the individual agents who made it happen: for us back then, a collective was the people and processes (a sort of cross between my original definition and a social configuration the Soviets were once fond of) and so we treated a collective as somewhat akin to a group or a network. Before too long we realized that was dumb and separated these elements out, categorizing three primary social forms (the set, the net, and the group) that could blend, and from which collectives could emerge and interact, as a different kind of ochlotectural entity altogether. This led us to a formal abstract definition of collectives that continues to get the odd citation to this day. We wrote a book about social media and learning in which this abstract definition of collectives figured largely, and designed The Landing to take advantage of it (not well – it was a learning experience). It appears in my position paper, too.

Collectives have come back with a vengeance but wearing different clothes in my work of the last decade, including my most recent book. I am a little less inclined to use the word “collective” now because I have come to understand all intelligence as collective, almost all of it mediated and often enacted through technologies. Technologies are the assemblies we construct from stuff to do stuff, and the stuff that they do then forms some of the stuff from which we construct more stuff to do stuff. A single PC alone, for instance, might contain hundreds of billions of instances of technologies in its assembly. A shelf of books might contain almost as many, not just in words and letters but in the concepts, theories, and models they make. As for the processes of making them, editing them, manufacturing the paper and the ink, printing them, distributing them, reading them, and so on… it’s a massive, constantly evolving, ever-adapting, partly biological system, not far off from natural ecosystems in its complexity, and equally diverse. Every use of a technology is also a technology, from words in your head to flying a space ship, and it becomes part of the stuff that can be organized by yourself or others. Through technique (technologies enacted intracranially), technologies are parts of us and we are parts of them, and that is what makes us smart.  Collective behaviour in humans can occur without technologies but what makes it collective intelligence is a technological connectome that grows, adapts, evolves, replicates, and connects every one of us to every other one of us: most of what we think is the direct result of assembling what we and others, stretching back in time and outward in space, have created. The technological connectome continuously evolves as we connect and orchestrate the vast web of technologies in which we participate, creating assemblies that have never occurred the same way twice, maybe thousands of times every day: have you ever even brushed your teeth or eaten a mouthful of cereal exactly the same way twice, in your whole life? Every single one of us is doing this, and quite a few of those technologies magnify the effects, from words to drawing to numbers to  writing to wheels to screws to ships to postal services to pedagogical methods to printing to newspapers to libraries to broadcast networks to the Internet to the World Wide Web to generative AI. It is not just how we are able to be individually smart: it is an indivisible part of that smartness. Or stupidity. Whatever. The jury is out. Global warming, widening inequality, war, epidemics of obesity, lies, religious bigotry, famine and many other dire phenomena are a direct result of this collective “intelligence”, as much as Vancouver, the Mona Lisa, and space telescopes. Let’s just stick with “collective”.

The obligatory LLM connection and the big reason I’m attending the symposium

My position paper for this symposium wanders a bit circuitously towards a discussion of the collective nature of large language models (LLMs) and their consequent global impact on our education systems. LLMs are collectives in their own right, with algorithms that are not only orders of magnitude more complex than any of their predecessors, but that are unique to every instantiation of them, operating from and on vast datasets, presenting results to users who also feed those datasets. This is what makes them capable of very convincingly simulating both the hard (inflexible, correct) and the soft (flexible, creative) technique of humans, which is both their super-power and the cause of the biggest threat they pose. The danger is that a) they replace the need to learn the soft technique ourselves (not necessarily a disaster if we use them creatively in further assemblies) and, more worryingly, b) that we learn ways of being human from collectives that, though made of human stuff, are not human. They will in turn become parts of all the rest of the collectives in which we participate. This can and will change us. It is happening now, frighteningly fast, even faster and at a greater scale than similar changes that the Zuckerbergian style of social media have also brought about.

As educators, we should pay attention to this. Unfortunately, with their emphasis on explicit measurable outcomes,  combined with the extrinsic lure of credentials, the ochlotecture of our chronically underfunded educational systems is not geared towards compensating for these tendencies. In fact, exactly the reverse. LLMs can already both teach and meet those explicit outcomes far more effectively than most humans, at a very compelling price so, more and more, they will. Both students and teachers are replaceable components in such a system. The saving grace and/or problem is that, though they matter, and they are how we measure educational success, those explicit outcomes are not in fact the most important ends of education, albeit that they are means to those ends.

The things that matter more are the human ways of thinking, of learning, and of seeing, that we learn while achieving such outcomes; the attitudes, values, connections, and relationships; our identities and the ways we learn to exist in our societies and cultures. It’s not just about doing and knowing: it’s about being, it’s about love, fear, wonder, and hunger. We don’t have to (and can’t) measure those because they all come for free when humans and the stuff they create are the means through which explicit outcomes are achieved. It’s an unavoidable tacit curriculum that underpins every kind of intentional and most unintentional learning we undertake, for better or (too often) for worse. It’s the (largely) non-technological consequence of the technologies in which we participate, and how we participate in them. Technologies don’t make us less human, on the whole: they are exactly what make us human.

We will learn such things from generative AIs, too, thanks to the soft technique they mimic so well, but what we will learn to be as a result will not be quite human. Worse, the outputs of the machines will begin to dominate their own inputs, and the rest will come from humans who have been changed by their interactions with them, like photocopies of photocopies, constantly and recursively degrading. In my position paper I argue for the need to therefore cherish the human parts of these new collectives in our education systems far more than we have before, and I suggest some ways of doing that. It matters not just to avoid model collapse in LLMs, but to prevent model collapse in the collective intelligence of the whole human race. I think that is quite important, and that’s the real reason I will spend some of my wedding anniversary talking with some very intelligent and influential people about it.

 

 

Video and slides from my webinar, How to Be an Educational Technology: An Entangled Perspective on Teaching

an entangled teacher, represented as an anthropomorphic dog wrapped in cables that hold multiple technologies around him such as books and computersFor those with an interest, here are the slides from my webinar for Contact North | Contact Nord that I gave today: How to be an educational technology (warning: large download, about 32MB).

Here is a link to the video of the session.

I was invited to do this webinar because my book (How Education Works: Teaching, Technology, and Technique, briefly reviewed on the Contact North | Contact Nord site last year) was among the top 5 most viewed books of the year, so that was what the talk was about. Among the most central messages of the book and the ones that I was trying to get across in this presentation were:

  1. that how we do teaching matters more than what we do (“T’ain’t what you do, it’s the way that you do it”) and
  2. that we can only understand the process if we examine the whole complex assembly of teaching (very much including the technique of all who contribute to it, including learners, textbooks, and room designers) not just the individual parts.

Along the way I had a few other things to say about why that must be the case, the nature of teaching, the nature of collective cognition, and some of the profound consequences of seeing the world this way. I had fun persuading ChatGPT to illustrate the slides in a style that was not that of Richard Scarry (ChatGPT would not do that, for copyright reasons) but that was reminiscent of it, so there are lots of cute animals doing stuff with technologies on the slides.

I rushed and rambled, I sang, I fumbled and stumbled, but I think it sparked some interest and critical thinking. Even if it didn’t, some learning happened, and that is always a good thing. The conversations in the chat went too fast for me to follow but I think there were some good ones. If nothing else, though I was very nervous, I had fun, and it was lovely to notice a fair number of friends, colleagues, and even the odd relative among the audience. Thank you all who were there, and thank you anyone who catches the recording later.

How AI Teaches Its Children: slides and reflections from my keynote for AISUMMIT-2024

Late last night I gave the opening keynote at the Global AI Summit 2024, International Conference on Artificial Intelligence and Emerging Technology,  hosted by Bennett University, Noida, India. My talk was online. Here are the slides: How AI Teaches Its Children. It was recorded but I don’t know when or whether or with whom it will be shared: if possible I will add it to this post.

a robot teaching children in the 18th Century
a robot teaching children in the 18th Century

For those who have been following my thoughts on generative AI there will be few surprises in my slides, and I only had half an hour so there was not much time to go into the nuances. The title is an allusion to Pestalozzi’s 18th Century tract, How Gertrude Teaches Her Children, which has been phenomenally influential to the development of education systems around the world and that continues to have impact to this day. Much of it is actually great: Pestalozzi championed very child-centric teaching approaches that leveraged the skills and passions of their teachers. He recommended methods of teaching that made full use of the creativity and idiosyncratic knowledge the teachers possessed and that were very much concerned with helping children to develop their own interests, values and attitudes. However, some of the ideas – and those that have ultimately been more influential – were decidedly problematic, as is succinctly summarized in this passage on page 41:

I believe it is not possible for common popular instruction to advance a step, so long as formulas of instruction are not found which make the teacher, at least in the elementary stages of knowledge, merely the mechanical tool of a method, the result of which springs from the nature of the formulas and not from the skill of the man who uses  it.

This is almost the exact opposite of the central argument of my book, How Education Works, that mechanical methods are not the most important part of a soft technology such as teaching: what usually matters more is how it is done, not just what is done. You can use good methods badly and bad methods well because you are a participant in the instantiation of a technology, responsible for the complete orchestration of the parts, not just a user of them.

As usual, in the talk I applied a bit of co-participation theory to explain why I am both enthralled by and fearful of the consequences of generative AIs because they are the first technologies we have ever built that can use other technologies in ways that resemble how we use them. Previous technologies only reproduced hard technique – the explicit methods we use that make us part of the technology. Generative AIs reproduce soft technique, assembling and organizing phenomena in endlessly novel ways to act as creators of the technology. They are active, not passive participants.

Two dangers

I see there to be two essential risks lying in the delegation of soft technique to AIs. The first is not too terrible: that, because we will increasingly delegate creative activities we would have otherwise performed ourselves to machines, we will not learn those skills ourselves. I mourn the potential passing of hard skills in (say) drawing, or writing, or making music, but the bigger risk is that we will lose the the soft skills that come from learning them: the things we do with the hard skills, the capacity to be creative.

That said, like most technologies, generative AIs are ratchets that let us do more than we could achieve alone. In the past week, for instance, I “wrote” an app that would have taken me many weeks without AI assistance in a less than a day. Though it followed a spec that I had carefully and creatively written, it replaced the soft skills that I would have applied had I written it myself, the little creative flourishes and rabbit holes of idea-following that are inevitable in any creation process. When we create we do so in conversation with the hard technologies available to us (including our own technique), using the affordances and constraints to grasp adjacent possibles they provide. Every word we utter or wheel we attach to an axle opens and closes opportunities for what we can do next.

With that in mind, the app that the system created was just the beginning. Having seen the adjacent possibles of the finished app, I have spent too many hours in subsequent days extending and refining the app to do things that, in the past, I would not have bothered to do because they would have been too difficult. It has become part of my own extended cognition, starting higher up the tree than I would have reached alone. This has also greatly improved my own coding skills because, inevitably, after many iterations, the AI and/or I started to introduce bugs, some of which have been quite subtle and intractable. I did try to get the AI to examine the whole code (now over 2000 lines of JavaScript) and rewrite it or at least to point out the flaws, but that failed abysmally, amply illustrating both the strength of LLMs as creative participants in technologies, and their limitations in being unable to do the same thing the same way twice. As a result, the AI and I have have had to act as partners trying to figure out what is wrong. Often, though the AI has come up with workable ideas, its own solution has been a little dumb, but I could build on it to solve the problem better. Though I have not actually created much of the code myself, I think my creative role might have been greater than it would have been had I written every line.

Similarly for the images I used to illustrate the talk: I could not possibly have drawn them alone but, once the AI had done so, I engaged in a creative conversation to try (sometimes very unsuccessfully) to get it to reproduce what I had in mind. Often, though, it did things that sparked new ideas so, again, it became a partner in creation, sharing in my cognition and sparking my own invention. It was very much not just a tool: it was a co-worker, with different and complementary skills, and “ideas” of its own. I think this is a good thing. Yes, perhaps it is a pity that those who follow us may not be able to draw with a pen (and more than a little worrying thinking about the training sets that future AIs with learn to draw from), but they will have new ways of being creative.

Like all learning, both these activities changed me: not just my skills, but my ways of thinking. That leads me to the bigger risk.

Learning our humanity from machines

The second risk is more troubling: that we will learn ways of being human from machines. This is because of the tacit curriculum that comes with every learning interaction. When we learn from others, whether they are actively teaching, writing textbooks, showing us, or chatting with us, we don’t just learn methods of doing things: we learn values, attitudes, ways of thinking, ways of understanding, and ways of being at the same time. So far we have only learned that kind of thing from humans (sometimes mediated through code) and it has come for free with all the other stuff, but now we are doing so from machines. Those machines are very much like us because 99% of what they are – their training sets – is what we have made, but they not the same. Though LLMs are embodiments of our own collective intelligence, they don’t so much lack values, attitudes, ways of thinking etc as they have any and all of them. Every implicit value and attitude of the people whose work constituted their training set is available to them, and they can become whatever we want them to be. Interacting with them is, in this sense, very much not like interacting with something created by a human, let alone with humans more directly. They have no identity, no relationships, no purposes, no passion, no life history and no future plans. Nothing matters to them.

To make matters worse, there is programmed and trained stuff on top of that, like their interminable cheery patience  that might not teach us great ways of interacting with others. And of course it will impact how we interact with others because we will spend more and more time engaged with it, rather than with actual humans. The economic and practical benefits make this an absolute certainty. LLMs also use explicit coding to remove or massage data from the input or output, reflecting the values and cultures of their creators for better or worse. I was giving this talk in India to a predominantly Indian audience of AI researchers, every single one of whom was making extensive use of predominantly American LLMs like ChatGPT, Gemini, or Claude, and (inevitably) learning ways of thinking and doing from it. This is way more powerful than Hollywood as an instrument of Americanization.

I am concerned about how this will change our cultures and our selves because this is happening at phenomenal and global scale, and it is doing so in a world that is unprepared for the consequences, the designed parts of which assume a very different context. One of generative AI’s greatest potential benefits lies in the potential to provide “high quality” education at low cost to those who are currently denied it, but those low costs will make it increasingly compelling for everyone. However, because of the designs that assume a different context “quality”, in this sense, relates to the achievement of explicit learning outcomes: this is Pestalozzi’s method writ large. Generative AIs are great at teaching what we want to learn – the stuff we could write down as learning objectives or intended outcomes – so, as that is the way we have designed our educational systems (and our general attitudes to learning new skills), of course we will use them for that purpose. However, that cannot be done without teaching the other stuff – the tacit curriculum – which is ultimately more important because it shapes how we are in the world, not just the skills we employ to be that way. We might not have designed our educational systems to do that, and we seldom if ever think about it when teaching ourselves or receiving training to do something, but it is perhaps education’s most important role.

By way of illustration, I find it hugely bothersome that generative AIs are being used to write children’s stories (and, increasingly, videos) and I hope you feel some unease too, because those stories – not the facts in them but the lessons about things that matter that they teach – are intrinsic to them becoming who they will become. However, though perhaps of less magnitude, the same issue relates to learning everything from how to change a plug to how to philosophize: we don’t stop learning from the underlying stories behind those just because we have grown up. I fear that educators, formal or otherwise, will become victims of the McNamara Fallacy, setting our goals to achieve what is easily measurable while ignoring what cannot (easily) be measured, and so rush blindly towards subtly new ways of thinking and acting that few will even notice, until the changes are so widespread they cannot be reversed. Whether better or worse, it will very definitely be different, so it really matters that we examine and understand where this is all leading. This is the time, I believe, to reclaim a revalorize the value of things that are human before it is too late. This is the time to recognize education (far from only formal) as being how we become who we are, individually and collectively, not just how we meet planned learning outcomes. And I think (at least hope) that we will do that. We will, I hope, value more than ever the fact that something – be it a lesson plan or a book or a screwdriver – is made by someone or by a machine that has been explicitly programmed by someone. We will, I hope, better recognize  the relationships between us that it embodies, the ways it teaches us things it does not mean to teach, and the meaning it has in our lives as a result. This might happen by itself – already there is a backlash against the bland output of countless bots – but it might not be a bad idea to help it along when we can. This post (and my talk last night) has been one such small nudge.

Forthcoming webinar, September 24, 2024 – How to be an Educational Technology: An Entangled Perspective on Teaching

This is an announcement for an event I’ll be facilitating as part of TeachOnline’s excellent ongoing series of webinars. In it I will be discussing some of the key ideas of my open book, How Education Works, and exploring what they imply about how we should teach and, more broadly, how we should design systems of education. It will be fun. It will be educational. There may be music.

Here are the details:

Date: Tuesday, September 24, 2024

Time: 1:00 PM – 2:00 PM (Eastern Time) (find your time zone here)

Register (free of charge) for the event here

 

Source: How to be an Educational Technology: An Entangled Perspective on Teaching | Welcome to TeachOnline

Sets, nets and groups revisited

Here are the slides from a talk I gave earlier today, hosted by George Siemens and his fine team of people at Human Systems. Terry Anderson helped me to put the slides together, and offered some great insights and commentary after the presentation but I am largely to blame for the presentation itself. Our brief was to talk about sets, nets and groups, the theme of our last book Teaching Crowds: learning and social media and much of our work together since 2007 but, as I was the one presenting, I bent it a little towards generative AI and my own intertwingled perspective on technologies and collective cognition, which is most fully developed (so far) in my most recent book, How Education Works: Teaching, Technology, and Technique. If you’re not familiar with our model of sets, nets, groups and collectives, there’s a brief overview on the Teaching Crowds website. It’s a little long in the tooth but I think it is still useful and will help to frame what follows.

A recreation of the famous New Yorker cartoon, "On the Internet no one knows you are a dog" showing a dog using a web browser - but it is a robot dog
A recreation of the famous New Yorker cartoon, “On the Internet no one knows you are a dog” – but it is a robot dog

The key new insight that appears for the first time in this presentation is that, rather than being a fundamental social form in their own right, groups consist of technological processes that make use of and help to engender/give shape to the more fundamental forms of nets and sets. At least, I think they do: I need to think and talk some more about this, at least with Terry, and work it up into a paper, but I haven’t yet thought through all the repercussions. Even back when we wrote the book I always thought of groups as technologically mediated entities but it was only when writing these slides in the light of my more recent thinking on technology that I paid much attention to the phenomena that they actually orchestrate in order to achieve their ends. Although there are non-technological prototypes – notably in the form of families – these are emergent rather than designed. The phenomena that intentional groups primarily orchestrate are those of networks and sets, which are simply configurations of humans and their relationships with one another. Modern groups – in a learning context, classes, cohorts, tutorial groups, seminar groups, and so on – are designed to fulfill more specific purposes than their natural prototypes, and they are made possible by technological inventions such as rules, roles, decision-making processes, and structural hierarchies. Essentially, the group is a purpose-driven technological overlay on top of more basic social forms. It seems natural, much as language seems natural, because it is so basic and fundamental to our existence and how everything else works in human societies, but it is an invention (or many inventions, in fact) as much as wheels and silicon chips.

Groups are among the oldest and most highly evolved of human technologies and they are incredibly important for learning, but they have a number of inherent flaws and trade-offs/Faustian bargains, notably in their effects on individual freedoms, in scalability (mainly achieved through hierarchies), in sometimes unhealthy power dynamics, and in limitations they place on roles individuals play in learning. Modern digital technologies can help to scale them a little further and refine or reify some of the rules and roles, but the basic flaws remain. However, modern digital technologies also offer other ways of enabling sets and networks of people to support one another’s learning, from blogs and mailing lists to purpose-built social networking systems, from Wikipedia and Academia.edu to Quora, in ways that can (optionally) integrate with and utilize groups but that differ in significant ways, such as in removing hierarchies, structuring through behaviour (collectives) and filtering or otherwise mediating messages. With some exceptions, however, the purposes of large-scale systems of this nature (which would provide an ideal set of phenomena to exploit) are not usually driven by a need for learning, but by a need to gain attention and profit. Facebook, Instagram, LinkedIn, X, and others of their ilk have vast networks to draw on but few mechanisms that support learning and limited checks and balances for reliability or quality when it does occur (which of course it does). Most of their algorithmic power is devoted to driving engagement, and the content and purpose of that engagement only matters insofar as it drives further engagement. Up to a point, trolls are good for them, which is seldom if ever true for learning systems. Some – Wikipedia, the Khan Academy, Slashdot, Stack Exchange, Quora, some SubReddits, and so on – achieve both engagement and intentional support for learning. However, they remain works in progress in the latter regard, being prone to a host of ills from filter bubbles and echo chambers to context collapse and the Matthew Effect, not to mention intentional harm by bad actors. I’ve been exploring this space for approaching 30 years now, but there remains almost as much scope for further research and development in this area as there was when I began. Though progress has been made, we have yet to figure out the right rules and structures to deal with a great many problems, and it is increasingly difficult to slot the products of our research into an increasingly bland, corporate online space dominated by a shrinking number of bland, centralized learning management systems that continue to refine their automation of group processes and structures and, increasingly, to ignore the sets and networks on which they rely.

With that in mind, I see big potential benefits for generative AIs – the ultimate collectives – as supporters and enablers for crowds of people learning together. Generative AI provides us with the means to play with structures and adapt in hitherto impossible ways, because the algorithms that drive their adaptations are indefinitely flexible, the reified activities that form them are vast, and the people that participate in them play an active role in adjusting and forming their algorithms (not the underpinning neural nets but the emergent configurations they take). These are significant differences from traditional collectives, that tend to have one purpose and algorithm (typically complex but deterministic), such as returning search results or engaging network interactions.  I also see a great many potential risks, of which I have written fairly extensively of late, most notably in playing soft orchestral roles in the assembly that replace the need for humans to learn to play them. We tread a fine line between learning utopia and learning dystopia, especially if we try to overlay them on top of educational systems that are driven by credentials. Credentials used to signify a vast range of tacit knowledge and skills that were never measured, and (notwithstanding a long tradition of cheating) that was fine as long as nothing else could create those signals, because they were serviceable proxies. If you could pass the test or assignment, it meant that you had gone through the process and learned a lot more than what was tested. This has been eroded for some time, abetted by social media like Course Hero or Chegg that remain quite effective ways of bypassing the process for those willing to pay a nominal sum and accept the risk. Now that generative AI can do the same at considerably lower cost, with greater reliability, and lower risk, without having gone through the process, they no longer make good signifiers and, anyway (playing Devil’s advocate), it remains unclear to what extent those soft, tacit skills are needed now that generative AIs can achieve them so well.  I am much encouraged by the existence of George’s Paul LeBlanc’s lab initiative, the fact that George is the headliner chief scientist for it, its intent to enable human-centred learning in an age of AI, and its aspiration to reinvent education to fit. We need such endeavours. I hope they will do some great things.

At the end of this post a successful reader will be able to make better use of learning outcomes

Jennie Young nails it in this delightful little bit of satire about the misuse of learning outcomes in education, Forget the Magic of Discovery, It’s Learning Outcomes That Help Children Identify, Comprehend, and Synthesize Their Dreams.

Learning outcomes do have their uses. They are very useful tools when designing learning activities, courses, and programs. Done well, they help guide and manage the process, and they are especially helpful in teams as a way to share intentions and establish boundaries, which can also be handy when thinking about how they fit into a broader program of study, or how they mesh with other learning activities elsewhere. They can perform a useful role in assessment. I find them especially valuable when I’m called upon to provide a credential because, rather than giving marks to assignments that I force students to do, I can give marks for learning outcomes, thereby allowing students to select their own evidence of having met them. It’s a great way to encourage participation in a learning community without the appallingly controlling, inauthentic, but widespread practice of giving marks for discussion contributions because such contributions can be very good evidence of learning, but there are other ways to provide it. It also makes it very easy to demonstrate to others that course outcomes have been met, it makes it easy for students to understand the marks they received,  it helps to avoid over-assessment and, especially if students are involved in creating or weighting the outcomes themselves, it empowers them to take control of the assessment process. Coming up with the evidence is also a great reflective exercise in itself, and a chance to spot any gaps before it makes a difference to the marks. Learning outcomes can also help teachers as part of how they evaluate the success of an educational intervention, though it is better to harvest outcomes than to just measure achievement of ones that are pre-specified because, if teaching is successful, students always learn more than what we require them to learn. However, they should never be used in a managerial process as objective, measurable ways of monitoring performance because that is simply not what they do.

They can have some limited value for students when initially choosing a learning activity, course, or program, or (with care and support) for evaluating their own success. However, they should seldom if ever be the first things students see because you could hardly be more boring or controlling than to start with “at the end of this course you will …”. And they should seldom if ever be used to  constrain or hobble teaching or learning because, as Young’s article makes beautifully clear, learning is an adventure into the unknown that should be full of surprises, for learners and for teachers. That said, there are a few kinds of learning outcome (that I have been thinking about including in my own courses for many years but have yet to work up the nerve to implement) that might be exceptions. For example…

At the end of this course a successful student will be able to:

  • feel a sense of wonder and excitement about [subject];
  • feel a passionate need to learn more about [subject];
  • teach their teacher about [subject];
  • enthusiastically take the course again and learn something completely different the second time around;
  • learn better;
  • do something in [subject] that no one has ever done before;
  • use what they have learned to make the world a better place;
  • explain [subject] to their teacher’s grandmother in a way that she would finally understand;
  • laugh uncontrollably at a joke that only experts in the field would get;
  • tell an original good joke that only experts in the field would get and that would make them laugh;
  • at a dinner party, even when slightly tipsy, convince an expert in the field that they are more of an expert;
  • design and deliver a better course than this on [subject].

I would totally enrol on this course.

 

The importance of a good opening line

This post asks the question,

How does the order of questions in a test affects how well students do?

The answer is “significantly.”

The post points to a paywalled study that shows, fairly conclusively, that starting with simpler questions in a typical academic quiz (on average) improves the overall results and, in particular, the chances of getting to the end of a quiz at all.  The study includes both an experimental field study using a low-stakes quiz, and a large-scale correlational study using a PISA dataset. Some of the effect sizes are quite large: about a 50% increase in non-completions for the hard-to-easy condition compared with the easy-to-hard condition, and a about a 25% increase in time on task for the easy-to-hard condition, suggesting students stick at it more when they have gained confidence earlier on. The increase in marks for the easy-to-hard condition compared with the hard-to easy condition is more modest when non-completions are excluded, but enough to make the difference between a pass and a fail for many students.

I kind-of knew this already but would not have expected it to make such a big difference.  It is a good reminder that, of course, objective tests are not objective. A quiz is a kind of interactive story with a very definite beginning, middle, and end, and it makes a big difference which parts of the story happen when, especially the beginning. Quizzes are like all kinds of learning experience: scaffolding helps, confidence matters, and motivation is central.  You can definitely put someone off reading a story if it has a bad first paragraph. Attitude makes all the difference in the world, which is one very good reason that such tests, and written exams in general, are so unfair and weak at discriminating capability, and why I have always done unreasonably well in such things: I generally relish the challenge. The authors reckon that adaptive quizzes might be one answer, and would especially benefit weaker students by ramping up the difficulty slowly, but warn that they may make things worse for more competent students who would experience the more difficult questions sooner. That resonates with my experience, too.

I don’t give marks for quizzes in any of my own courses and I allow students to try them as often as they wish but, even so, I have probably caused motivational harm by randomizing formative questions. I’m going to stop doing that in future. Designated teachers are never the sole authors of any educational story but, whenever they exert control, their contributions can certainly matter, at small scales and large. I wonder, how many people have had their whole lives changed for the worse by a bad opening line?

Source: It’s a question of order – 3-Star learning experiences

 

And now in Chinese: 在线学习环境:隐喻问题与系统改进. And some thoughts on the value of printed texts.

Warm off the press, and with copious thanks and admiration to Junhong Xiao for the invitation to submit and the translation, here is my paper “The problematic metaphor of the environment in online learning” in Chinese, in the Journal of Open Learning. It is based on my OTESSA Journal paper, originally published as “On the Misappropriation of Spatial Metaphors in Online Learning” at the end of 2022 (a paper I am quite pleased with, though it has yet to receive any citations that I am aware of).

Many thanks, too, to Junhong for sending me the printed version that arrived today, smelling deliciously of ink. I hardly ever read anything longer than a shopping bill on paper any more but there is something rather special about paper that digital versions entirely lack. The particular beauty of a book or journal written in a language and script that I don’t even slightly understand is that, notwithstanding the ease with which I can translate it using my phone, it largely divorces the medium from the message. Even with translation tools my name is unrecognizable to me in this: Google Lens translates it as “Jon Delong”. Although I know it contains a translation of my own words, it is really just a thing: the signs it contains mean nothing to me, in and of themselves. And it is a thing that I like, much as I like the books on my bookshelf.

I am not alone in loving paper books, a fact that owners of physical copies of my most recent book (which can be read online for free but that costs about $CAD40 on paper) have had the kindness to mention, e.g. here and here. There is something generational in this, perhaps. For those of us who grew up knowing no other reading medium than ink on paper, there is comfort in the familiar, and we have thousands (perhaps millions) of deeply associated memories in our muscles and brains connected with it, made more precious by the increasing rarity with which those memories are reinforced by actually reading them that way. But, for the most part, I doubt that my grandchildren, at least, will lack that. While they do enjoy and enthusiastically interact with text on screens, from before they have been able to accurately grasp them they have been exposed to printed books, and have loved some of them as much as I did at the same ages.

It is tempting to think that our love of paper might simply be because we don’t have decent e-readers, but I think there is more to it than that. I have some great e-readers in many sizes and types, and I do prefer some of them to read from, for sure: backlighting when I need it, robustness, flexibility, the means to see it in any size or font that works for me, the simple and precise search, the shareable highlights, the lightness of (some) devices, the different ways I can hold them, and so on, make them far more accessible. But paper has its charms, too. Most obviously, something printed on a paper is a thing to own whereas, on the whole, a digital copy tends to just be a licence to read, and ownership matters. I won’t be leaving my e-books to my children. The thingness really matters in other ways, too. Paper is something to handle, something to smell. Pages and book covers have textures – I can recognize some books I know well by touch alone. It affects many senses, and is more salient as a result. It takes up room in an environment so it’s a commitment, and so it has to matter, simply because it is there; a rivalrous object competing with other rivalrous objects for limited space. Paper comes in fixed sizes that may wear down but will never change: it thus keeps its shape in our memories, too. My wife has framed occasional pages from my previously translated work, elevating them to art works, decoupled from their original context, displayed with the same lofty reverence as pages from old atlases. Interestingly, she won’t do that if it is just a printed PDF: it has to come from a published paper journal, so the provenance matters. Paper has a history and a context of its own, beyond what it contains. And paper creates its own context, filled with physical signals and landmarks that make words relative to the medium, not abstractions that can be reflowed, translated into other languages, or converted into other media (notably speech). The result is something that is far more memorable than a reflowable e-text. Over the years I’ve written a little about this here and there, and elsewhere, including a paper on the subject (ironically, a paper that is not available on paper, as it happens), describing an approach to making e-texts more memorable.

After reaching a slightly ridiculous peak in the mid-2000s, and largely as a result of a brutal culling that occurred when I came to Canada nearly 17 years ago, my paper book collection has now diminished to easily fit in a single and not particularly large free-standing IKEA shelving unit. The survivors are mostly ones I might want to refer to or read again, and losing some of them would sadden me a great deal, but I would only (perhaps) run into a burning building to save just a few, including, for instance:

  • A dictionary from 1936, bound in leather by my father and used in countless games of Scrabble and spelling disputes when I was a boy, and that was used by my whole family to look up words at one time or another.
  • My original hardback copy of the Phantom Tollbooth (I have a paperback copy for lending), that remains my favourite book of all time, that was first read to me by my father, and that I have read myself many times at many ages, including to my own children.
  • A boxed set of the complete works of Narnia, that I chose as my school art prize when I was 18 because the family copies had become threadbare (read and abused by me and my four siblings), and that I later read to my own children. How someone with very limited artistic skill came to win the school art prize is a story for another time.
  • A well-worn original hardback copy of Harold and the Purple Crayon (I have a paperback copy for lending) that my father once displayed for children in his school to read, with the admonition “This is Mr Dron’s book. Please handle with care” (it was not – it was mine).
  • A scribble-filled, bookmark-laden copy of Kevin Kelly’s Out of Control that strongly influenced my thinking when I was researching my PhD and that still inspires me today. I can remember exactly where I sat when I made some of the margin notes.
  • A disintegrating copy of Storyland, given to me by my godmother in 1963 and read to me and by me for many years thereafter. There is a double value to this one because we once had two copies of this in our home: the other belonged to my wife, and was also a huge influence on her at similar ages.

These books proudly wear their history and their relationships with me and my loved ones in all their creases, coffee stains, scuffs, and tattered pages.pile of some of my favourite books  To a greater or lesser extent, the same is true of almost all of the other physical books I have kept. They sit there as a constant reminder of their presence – their physical presence, their emotional presence, their social presence and their cognitive presence – flitting by in my peripheral vision many times a day, connecting me to thoughts and inspirations I had when I read them and, often, with people and places connected with them. None of this is true of my e-books. Nor is it quite the same for other objects of sentimental value, except perhaps (and for very similar reasons) the occasional sculpture or picture, or some musical instruments. Much as I am fond of (say) baby clothes worn by my kids or a battered teddy bear, they are little more than aides memoires for other times and other activities, whereas the books (and a few other objects) latently embody the experiences themselves. If I opened them again (and I sometimes do) it would not be the same experience, but it would enrich and connect with those that I already had.

I have hundreds of e-books that are available on many devices, one of which I carry with me at all times, not to mention an Everand (formerly Scribd) account with a long history, not to mention a long and mostly lost history of library borrowing, and I have at least a dozen devices on which to read them, from a 4 inch e-ink reader to a 32 inch monitor and much in between, but my connection with those is far more limited and transient. It is still more limited for books that are locked to a certain duration through DRM (which is one reason they are the scum of the earth). When I look at my devices and open the various reading apps on them I do see a handful of book covers, usually those that I have most recently read, but that is too fleeting and volatile to have much value. And when I open them they don’t fall open on well-thumbed pages. The text is not tangibly connected with the object at all.

As well as smarter landmarks within them, better ways to make e-books more visible would help, which brings me to the real point of this post. For many years I have wanted to paper a wall or two with e-paper (preferably in colour) on which to display e-book covers, but the costs are still prohibitive. It would be fun if the covers would become battered with increasing use, showing the ones that really mattered, and maybe dust could settle on those that were never opened, though it would not have to be so skeuomorphic – fading would work, or glyphs. They could be ordered manually or by (say) reading date, title, author, or subject. Perhaps touching them or scanning a QR code could open them. I would love to get a research grant to do this but I don’t think asking for electronic wallpaper in my office would fly with most funding sources, even if I prettied it up with words like “autoethnography”, and I don’t have a strong enough case, nor can I think of a rigorous enough research methodology to try it in a larger study with other people. Well. Maybe I will try some time. Until the costs of e-paper come down much further, it is not going to be a commercially viable product, either, though prices are now low enough that it might be possible to do it in a limited way with a poster-sized display for a (very) few thousand dollars. It could certainly be done with a large screen TV for well under $1000 but I don’t think a power-hungry glowing screen would be at all the way to go: the value would not be enough to warrant the environmental harm or energy costs, and something that emitted light would be too distracting. I do have a big monitor on my desk, though, which is already doing that so it wouldn’t be any worse, to which I could add a background showing e-book covers or spines. I could easily do this as a static image or slideshow, but I’d rather have something dynamic. It shouldn’t be too hard to extract the metadata from my list of books, swipe the images from the Web or the e-book files, and show them as a backdrop (a screensaver would be trivial). It might even be worth extending this to papers and articles I have read. I already have Pocket open most of the time, displaying web pages that I have recently read or want to read (serving a similar purpose for short-term recollection), and that could be incorporated in this. I think it would be useful, and it would not be too much work to do it – most of the important development could be done in a day or two. If anyone has done this already or feels like coding it, do get in touch!

Slides from my SITE keynote, 2024: The Intertwingled Teacher

The Intertwingled Teacher 

UPDATE:  the video of my talk is now available at https://www.youtube.com/watch?v=ji0jjifFXTs  (slides and audio only) …

Photo of Jon holding a photo of Jon These are the slides from my opening keynote at SITE ‘24 today, at Planet Hollywood in Las Vegas. The talk was based closely on some of the main ideas in How Education Works.  I’d written an over-ambitious abstract promising answers to many questions and concerns, that I did just about cover but far too broadly. For counter balance, therefore, I tried to keep the focus on a single message – t’aint what you do, it’s the way that you do it (which is the epigraph for the book) – and, because it was Vegas,  I felt that I had to do a show, so I ended the session with a short ukulele version of the song of that name. I had fun, and a few people tried to sing along. The keynote conversation that followed was most enjoyable – wonderful people with wonderful ideas, and the hour allotted to it gave us time to explore all of them.

Here is that bloated abstract:

Abstract: All of us are learning technologists, teaching others through the use of technologies, be they language, white boards, and pencils or computers, apps, and networks. We are all part of a vast, technology-mediated cognitive web in which a cast of millions – in formal education including teachers such as textbook authors, media producers, architects, software designers, system administrators, and, above all, learners themselves –  co-participates in creating an endless, richly entwined tapestry of learning. This tapestry spreads far beyond formal acts of teaching, far back in time, and far into the future, weaving in and helping to form not just the learning of individuals but the collective intelligence of the whole human race. Everyone’s learning journey both differs from and is intertwingled with that of everyone else. Education is an overwhelmingly complex and unpredictable technological system in which coarse patterns and average effects can be found but, except in the most rigid, invariant, minor details, of which individual predictions cannot be accurately made. No learner is average, and outcomes are always greater than what is intended. The beat of a butterfly’s wing in Timbuktu can radically affect the experience of a learner in Toronto. A slight variation in tone of voice can make all the difference between a life-transforming learning experience and a lifelong aversion to a subject. Beautifully crafted, research-informed teaching methods can be completely ineffective, while poor teaching, or even the absence of it, can result in profoundly affective learning. For all our efforts to understand and control it, education as a technological process is far closer to art than to engineering. What we do is usually far less significant than the idiosyncratic way that we do it, and how much we care for the subject, our students, and our craft is often far more important than the pedagogical methods we use. In this talk I will discuss what all of this implies for how we should teach, for how we understand teaching, and for how we research the massively intertwingled processes and tools of teaching. Along the way I will explain why there is no significant difference between measured outcomes of online or in-person learning, the futility of teaching to learning styles, the reason for the 2-sigma advantage of personal tuition, the surprising commonalities between behaviourist, cognitivist, constructivist models of learning and teaching, the nature of literacies, and the failure of reductive research methods in education. It will be fun

New article from Gerald Ardito and me – The emergence of autonomy in intertwingled learning environments: a model of teaching and learning

Here is a paper from the Asia-Pacific Journal of Teacher Education by my friend Gerald Ardito and me that presents a slightly different way of thinking about teaching and learning. We adopt a broadly complexivist stance that sees environments not as a backdrop to learning but as a rich network of dynamic, interwingled relationships between the various parts (including parts played by people), mediated through technologies, enabling and enabled by autonomy. The model that we develop knits together a smorgasbord of theories and models, including Self-Determination Theory (SDT), Connectivism, an assortment of complexity theories, the extended version of Paulsen’s model of cooperative freedoms developed by me and Terry Anderson, Garrison & Baynton’s model of autonomy, and my own coparticipation theory, wrapping up with a bit of social network analysis of a couple of Gerald’s courses that puts it all into perspective. From Gerald’s initial draft the paper took years of very sporadic development and went through many iterations. It seemed to take forever, but we had fun writing it. Looking afresh at the finished article, I think the diagrams might have been clearer, we might have done more to join all the dots, and we might have expressed the ideas a bit less wordily, but I am mostly pleased with the way it turned out, and I am glad to see it finally published. The good bits are all Gerald’s, but I am personally most pleased with the consolidated model of autonomy visualized in figure 4, that connects my own & Terry Anderson’s cooperative freedoms, Garrison & Baynton’s model of autonomy, and SDT.

combining cooperative freedoms, autonomy, and SDT

Reference:

Gerald Ardito & Jon Dron (2024) The emergence of autonomy in intertwingled learning environments: a model of teaching and learning, Asia-Pacific Journal of Teacher Education, DOI: 10.1080/1359866X.2024.2325746