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Running head: TRANSFORMATIVE LEARNING AND DISTANCE EDUCATION
Evaluating Transformative Learning Through Distance Education: A look at Universities
That Offer Distance Education Through A Self Directed Format
Karen Thomas
kt11tn
Submitted in partial fulfillment of
the requirements for
ADED 4F35
Research and Critical Reflection in Adult Education
Bachelor of Education in Adult Education Program
Centre for Adult Education and Community Outreach
Faculty of Education, Brock University
St. Catharines, Ontario
James Pickett C.D., Ed.D
March 15, 2015
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TRANSFORMATIVE LEARNING AND DISTANCE EDUCATION
Evaluating Transformative Learning Through Distance Education: A look at Universities
That Offer Distance Education Through A Self Directed Format
Higher Education was once only accessible to the wealthier populations and/or
people who lived in larger cities where most college and universities are located. The
ability to stay at home and study for a degree has opened up higher education to a
wider group of people, globally. But has having the opportunity to study from home at
the learner’s convenience affected the transformational aspect of continued adult
learning? Research shows that meaningful learning includes transformational learning
(Akyol & Garrison’s 2011; Ryman, Burrell, Hardham, Richardson & Ross, 2009; Yang,
Yeh & Wong, 2010). Meaningful and transformative learning has become a valuable
and standard aspect of higher education but is there a results difference between
cohort-based learning and self-directed learning? This paper reviewed literature to
identify relevant research on whether self-directed learners can challenge their own
assumptions and biases independently, based on course material to achieve
transformational learning.
Research Question
Articles were reviewed to define transformational learning, as well to determine
whether cohort-based and self-directed learning resulting in transformative learning
have been studied. Distance education is a continually evolving platform for higher
education. It is important to address whether transformative learning potential is lost in
this evolution. The goal was to establish whether self-directed online learners
experienced similar transformational results as cohort-based learners in parallel
courses. This literature review aimed to address the single question: Do self-directed
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TRANSFORMATIVE LEARNING AND DISTANCE EDUCATION
based distance education learners feel like their learning experiences have provided
personal, social and/or spiritual transformative results?
Title Search
Research by Mezirow (1997, 2003), Dirkx (2001) and Cranton (2011) were
searched and reviewed to aid initial explanations of transformational learning. Following
this, multiple academic databases were again sourced including: ERIC (Educational
Resources Information Center), Education Research Complete, Scholars Portal, Gale
Cengage, ProQuest and EBSCOhost. Numerous articles were located, associated with
online and transformative learning, however, once the addition of the search date of
2009 or newer was included, relatively few articles remained. Various search terms
used within these databases to locate relevant literature on the topic included:
transformational learning, transformational teaching, self-directed, online courses,
andragogy, cohort-based learning, distance education, higher education, personal
transformation. These terms were searched individually as well in combination with
each other to maximize results. In total, this literature review documented 12 articles
located within the academic databases, including the works of Cranton (2011), Dirk
(2001) and Mezirow (1997, 2003).
Literature Findings
To build a foundational understanding on transformational learning, this author
reviewed articles written by Mezirow (1997, 2003), Dirkx (2001) and Cranton (2011) to
not only provide a definition of transformational learning but to identify criteria needed to
achieve a self-actualized transformation. Following this, literature reviewed consisted of
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TRANSFORMATIVE LEARNING AND DISTANCE EDUCATION
transformative learning within online courses and finally, the narrowed focus of self-
directed distance education.
Transformational Learning Theory
Jack Mezirow developed the transformational Learning concept in 1978 (Lyons,
Halton & Freidus, 2012). Since then, theorists have identified many interpretations and
views on how transformative learning occurs. Mezirow (1997, 2003) believed that
personal transformation preceded social change, therefore, focused on individualized
transformations within his research. Cranton (2011) found through “Connected
Knowing” that transformational learning is an individual process; however, some
transformational opportunities were found in the development of relationships (Carter,
2000 as cited in Cranton, 2011). Other theorists added to this, having indicated that
transformational learning has been identified to having occurred within personal, social
and spiritual contexts (Cranton, 2011, Dirkx, 2001).
No matter the manner of learning, transformational learning occurs when people
acquire new information that challenge their frames of reference through critical
reflection and make impactful changes in their interpretations, beliefs and actions
(Hoskins & Crick, 2010, Mezirow, 1997, 2003). Emotions play a vital role in meaningful
learning (Dirkx, 2001). Hosking & Crick’s (2010) and Lyons et al. (2012) research
reflected that transformative experiences occur when the acquisition of new knowledge
causes a dramatic and fundamental cognitive shift leading to changes in a person’s life
and worldviews, however, neither paper discussed this in specific terms of group or self-
directed learning, leaving an opening for further research.
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TRANSFORMATIVE LEARNING AND DISTANCE EDUCATION
While transformational learning can be a very individualized process, theorists
also identified transformative learning as an interactive process where educators
facilitate learner’s ability to become aware and critical of their own and others’
assumptions (Mezirow, 1997). Learners need to be assisted to participate effectively in
discourse and discourse is necessary to validate what and how one understands, or to
arrive at a best judgment regarding a belief. In this sense, learning is a social process,
and discourse becomes central to making meaning (Mezirow, 1997). In fostering self-
direction, Mezirow (1997) indicated the emphasis is on creating an environment in
which learners become increasingly adept at learning from each other and at helping
each other learn in problem-solving groups.
Taylor (2000) had identified and summarized eight transformative learning
themes of transformational learning theorists:
“(1) Transformative learning in uniquely adult; (2) Transformative learning appears to be linear, but not necessarily step-wise process; (3) The nature of a frame of reference and how it transforms is unclear; (4) A disorienting dilemma usually initiates transformative learning; (5) Critical reflection is significant to transformative learning; (6) Discourse is equally dependant on relational ways of knowing; (7) Context plays an important role in shaping transformative learning, but the influence of culture has not been well investigated; (8) Some characteristics of a learning environment that fosters transformative learning have been identified” (as cited in Cranton, 2011, pp.331-332).
These learning themes illustrate the areas where limited research has been applied.
While critical reflection remains a key foundational aspect within transformational
learning (Lyons et al, 2012), all contexts and learning environments have yet to be fully
analyzed, leaving room for further investigation and research.
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TRANSFORMATIVE LEARNING AND DISTANCE EDUCATION
Transformative Learning In Cohort Based Distance Education
Meaningful learning can be profoundly and personally transformative when it
occurs within online learning communities where people share individual perspectives,
challenge other’s views and provide constructive feedback to enhance personal
reflection and knowledge (Akyol & Garrison’s 2011; Ryman, Burrell, Hardham,
Richardson & Ross, 2009; Yang, Yeh & Wong, 2010). Ryman et al. (2009) identified
three environmental factors needed in an online learning community to facilitate
transformative learning. These were identified as: social presence, authentic learning
and interdependency. They concluded their research with the result that learning
communities provide a strong foundation for transformative learning and are essential to
enable learners to engage in creative conflict that results in critically evaluating their
thoughts and perspectives and adapt their views and actions accordingly.
Another article located on distance education utilized a service-learning
pedagogy in an American University (Guthrie & McCracken, 2010). This article focused
on teaching learners about responsible citizenship and correlated studies with providing
active and continued social interaction and change. At the time of the study there were
a number of challenges with Internet access and reliability, as well as online course
development, delivery and management. While this study provided promising results in
offering online transformative learning opportunities, specifically within social action, the
challenges faced would not appear to be as relevant if the research was conducted
today. With the improvements and evolution of the online learning communities in the
last five years the results may be more conclusive.
Lyons et al. (2012) researched the transformational potential for learners and
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TRANSFORMATIVE LEARNING AND DISTANCE EDUCATION
educators through reflective inquiry. Their findings reflected, “ that the data clearly
documents how online teaching can be compatible with social constructivist
perspectives” (p.172). This article again, while speaking to transformative learning and
distance education, it’s findings address this process within a cohort setting.
Self-Directed Based Distance Education
Mezirow (1997) articulated that within transformational learning, learning occurs
along a self-directed path. As the learner matures and reflects on life experiences in
relation to his or her self-perception, beliefs, and lifestyle, the learner’s perspective is
adjusted and transformative learning can occur. With that being said, can a self-
directed learner be given a course outline, a timeline and the needed materials and
utilize these resources to gain transformational learning experiences? If so, is it limited
to personal transformations? Can changes within an individual learner transform into a
social context after the initial learning opportunity?
Russell, Kleiman, Carey & Douglas (2009) compared self-paced and cohort-
based online courses for teachers. One of the preliminary results determined that as
long as a course was well designed, there was no difference in academic or learning
results, whether learners were completely self-directed or were highly interactive with
instructors or other learners. Although this study addressed student-learning results, it
did not specifically exclude nor identify transformative learning as one of these results.
Limitations and Gaps in Current Literature
The literature reviewed included that much of the research and articles searched
specifically on self-directed and transformational learning predated my refined 2009-
present search parameters. Much of the current research located and reviewed specific
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TRANSFORMATIVE LEARNING AND DISTANCE EDUCATION
to transformative learning in cohort-based learning did not necessarily exclude the fact
that self-directed learning could not produce similar results, it simply focused on a more
social constructivist approach to online learning. To provide a current perspective, new
data needs to be collected and reviewed to address evolving technological and
educational instructional techniques as well as to determine if learners could obtain the
transformational experiences in self-directed learning formats as cohort-based learning
environments.
In addition, this research failed to address the motivation of learners utilizing
distance education. Although, Dirkx (2001) did articulate that emotions are integral to
meaningful learning, this aspect has not been specifically researched and linked with
learner’s motivations to engage in online learning. If learner’s motivations did not
present as fully engaged in the learning process, then how would this affect
transformational learning potential, regardless of group or self-directed learning? Does
the course subject play a part in learner’s motivation to interact, thus possibly resulting
in a lack of transformative opportunities? While research has most liking reviewed
learner’s motivations within an online learning environment, this author failed to locate
such research pertaining specifically to transformative learning.
Conclusion
While the research indicated that transformative learning tends to hold a social
aspect in order for others to aid in challenging personal assumptions, views and biases
(Akyol & Garrison’s 2011; Cranton, 2011; Ryman et al., 2009; Yang et al., 2010), it
failed to address the possibility of an individual to complete this process independently
although transformational learning theory indicates that it can be a very individual
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TRANSFORMATIVE LEARNING AND DISTANCE EDUCATION
process (Mezirow, 1997, 2003; Dirkx, 2001). While the role of others is to aid in
challenging the learner, could the learner obtain this reflective process through the
reading independently?
One could conclude through current research, that transformative learning is an
ongoing valuable part of adult learning and that great strides have been established in
cohort-based distance education to develop learning communities to foster this process
(Akyol & Garrison’s 2011; Ryman et al., 2009; Yang et al., 2010). Hoskins & Crick’s
(2010) focus on the acquisition of new knowledge in transformative learning, rather than
how learner’s assumptions and views are challenged has left an opening for further
research into self-directed distance education. Since critical reflection is an essential
part of transformative learning (Mezirow, 1997), determining how that reflection comes
about is a question resulting from this review. Much research revolves around the
social aspect needed to identify and challenge one’s assumptions and biases but does
not alienate the idea that it is impossible to occur within an individual, specifically within
higher educational online programs. The studies conducted focused on learning
communities as a resource for aiding the transformational process in online studies.
While some universities utilize a self-directed platform for their higher education
courses, the question still exists whether those learners can obtain the valuable
transformative learning experiences that cohort-based courses offer.
As there are many avenues for learning along the path of an adult’s continued
learning process, distance education provides a significant resource to gain formal and
transformative learning opportunities. In understanding how adult education, more
specifically lifelong learning, plays an integral part in developing the whole person to
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TRANSFORMATIVE LEARNING AND DISTANCE EDUCATION
their fullest potential and allowing every person to participate in and develop a more
cohesive society (Hoskins & Crick, 2010), distance education is an essential avenue
that must be evaluated and fostered regularly to aid in this process.
Summary
This literature review illustrated the current research on transformational learning
and how cohort-based distance education sets up the learning environment to support
transformational learning. However, a gap in research occurred when looking at self-
directed distance education. Self-directed distance education does not offer
opportunities for learners to discuss and challenge assumptions with a facilitator or
other learners nor have interactive assignments to exchange thoughts or ideas with
others. Does this automatically indicate that learners who opt for a self-directed format
lose the opportunity for transformational learning? If so, why do certain universities opt
to offer this format of learning? Having completed this literature review, this author has
illustrated that there is a need to further research the self-directed format to distance
education, to concretely identify when learners can achieve transformative results
similar to parallel cohort-based courses.
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TRANSFORMATIVE LEARNING AND DISTANCE EDUCATION
References
Akyol, Z., & Garrison, D. R. (2011). Understanding cognitive presence in an online and
blended community of inquiry: Assessing outcomes and processes for deep
approaches to learning. British Journal of Educational Technology, 42(2), 233-
250. doi:10.1111/j.1467-8535.2009.01029.x
Cranton, P., (2011). A Theory in Progress. In S. B. Merriam, & A. P. Grace (Eds.), The
Jossey-Bass Reader on Contemporary Issues in Adult Education (pp. 321-339).
San Francisco, CA: Jossey-Bass.
Dirkx, J. M. (2001). The power of feelings: Emotion, imagination, and the construction of
meaning in adult learning. New Directions for Adult and Continuing
Education, 2001(89), 63-72. doi:10.1002/ace.9
Guthrie, K. L., & McCracken, H. (2010). Making a difference online: Facilitating service-
learning through distance education. The Internet and Higher Education, 13(3),
153-157. doi:10.1016/j.iheduc.2010.02.006
Hoskins, B., & Crick, R. D. (2010). Competences for learning to learn and active
citizenship: Different currencies or two sides of the same coin? European Journal
of Education, 45(1), 121-137. doi:10.1111/j.1465-3435.2009.01419.x
Lyons, N., Halton, C., & Freidus, H. (2013). Reflective inquiry as transformative self-
study for professional education and learning. Studying Teacher Education, 9(2),
163-174. doi:10.1080/17425964.2013.808057
Mezirow, J. (1997). Transformative learning: Theory to practice. In P. Cranton (Ed.),
Transformative learning in action: Insights from practice. New directions for adult
and continuing education, 74, pp. 5–12. San Francisco: Jossey-Bass.
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TRANSFORMATIVE LEARNING AND DISTANCE EDUCATION
Mezirow, J. (2003). Transformative learning as discourse. Journal of Transformative
Education, 1, 58–63. doi: 10.1177/1541344603252172
Rusch, E., & Brunner, C. (2013). Transforming leadership identity in a virtual
environment: Learning about the leading self. Journal of Transformative
Education, 11(1), 45-69. doi:10.1177/1541344613489351
Russell, M., Kleiman, G., Carey, R. & Douglas, J. (2009). Comparing self-pace and
cohort-based online courses for teachers. Journal of Research on Technology in
Education 41(4): 361–384. Retrieved from
http://web.b.ebscohost.com.proxy.library.brocku.ca/ehost/detail/detail?
sid=56f8471f-0463-4913-a0b4-012eafc760eb
%40sessionmgr112&vid=0&hid=118&bdata=JnNpdGU9ZWhvc3QtbGl2ZSZzY29
wZT1zaXRl#db=ehh&AN=43642744
Ryman, S., Burrell, L., Hardham, G., Richardson, B., Ross, J. (2010). Creating and
sustaining online learning communities: designing for transformative learning.
International Journal of Pedagogies & Learning, 5(3), 32-45. doi:
10.5172/ijpl.5.3.32
Yang, Y-F., Yeh, H-C ., & Wong, W-K. (2010). The influence of social interaction on
meaning construction in a virtual community. British Journal of Educational
Technology, 41(2), 287-306.
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Assignment 2: Literature Review Evaluation Rubric 50% (Due Session 9)
1-4 5-8 9-12 13-16 M
ARKContent
Thoughts and Ideas
Problem/issue difficult to identify
Research question broad and unclear
Minimal or vague detail
Little demonstration of understanding of the findings
Partially developed problem/issue
Research question broad, not focused specifically on problem
Findings discussed simply and concretely without depth
Some irrelevance or confusion
Well developed problem/issue considering one or more perspectives of the issue
Research question clear, focused on problem, but needs refinement
Solid discussion and understanding of findings
Fairly strong supporting arguments
Well developed problem/issue integrating multiple perspectives
Research question clear, focused, and narrowly defined
Sophisticated analysis, critique, and synthesis of findings
Strong supporting arguments
The Process Limited understanding of literature review process
Demonstrates a good understanding of the literature review process
Demonstrates good application of the of literature review process in sourcing recent, relevant resources
Demonstrates solid application of literature review process using a variety of data bases to source recent, relevant, peer-reviewed resources
Academic Rigor
Limited use of references and resources
Minimal or no support for ideas
Some unsubstantiated opinions
Few references and resources
Convincing support with details
Uses multiple references and resources effectively
Frequent use of references and resources to support assertions
Synthesizes and evaluates multiple resources effectively to present main argument
Style
1 2 3 4
Assignment Requirements
Addresses few of the assignment requirements
Addresses some of the assignment requirements
Addresses many of the assignment requirements
Addresses all of the assignment requirements
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TRANSFORMATIVE LEARNING AND DISTANCE EDUCATION
1 2 3 4
Clarity & Organization of Paper
Random or scattered ideas lacking focus
Difficult to follow
No apparent deliberate organization
Minimal simple organization
Some orderly progression of ideas and a general focus
Some sections confusing or unrelated to main idea
Clear, logical pattern of development in organization
General focus and coherence
Logical sequence of ideas
Transitions between ideas consistently smooth and effective
Elegant, subtle, seamless pattern of organization
Structure may be innovative
Ideas flow naturally and smoothly, reinforce and support content
0 1-2 3-4 5-6
Writing Conventions and use of APA
Significant grammar, sentence structure, spelling, or punctuation errors
Inconsistent use of APA format
Frequent but minor sentence structure, spelling, or punctuation errors
Most citations are cited in APA format
APA style is missing in key areas
Missing citations: Fails to attribute idea or concept.
Minimal grammar, sentence structure, spelling, or punctuation errors
All citations are accurately cited in APA format
APA style is generally used correctly with minimal exclusions
Reference page adheres to APA format
No grammar, sentence structure, spelling, or punctuation errors
APA style is used correctly throughout the paper including citations, title and reference pages, page numeration, line and paragraph spacing, page justification, font, levels of headings and subheadings and running head
All citations from relevant literature are accurately cited in APA format
Additional Comments
/62
Final Assignment #2 Grade 0 0
14