"Theoretical" Introduction

The seven learning or instructional-design theories that I believe are the most important in the field of instructional systems design are included in this knowledge base. Each theory (or principle) is described in terms of the most prominent contributors, most pertinent features, and a justification of why it is important to the field of instructional systems design.

Learning Theories
(the primary base)

Influential Theories
(the secondary base)

Instructional-design Theories
(the applied theory base)

What is a theory?

According to Smith and Ragan (1999), a theory is a set of statements organized in a way to allow us to explain, predict, or control events. ISD draws from descriptive theory and prescriptive theory. Descriptive theory describes phenomena as they are hypothesized to exist. Many learning theories describe how learning occurs. Prescriptive theories give directions or guidelines for actions to take that will lead to certain results. Instructional theories are generally prescriptive in nature: they suggest that if instruction includes certain features, then certain degrees of learning outcomes are likely to result.

Learning and instructional design theories have had the most significant impact on the principles of instructional design. Other contributing theory bases are communication theory and general systems theory.

Krathwohl (1998) offers a meaning of theory. In general terms a theory is an explanation of behavior (and phenomena) that makes logical sense and is characterized as either (1) consistent with the research and explanations that preceded it or (2) soundly negates or modifies them. Theories help researchers to identify significant variables, unify a variety of findings, assimilate them into a cohesive and interrelated body, and identify areas for further research. Similarly, Borg and Gall (1983) define theory as a system for explaining a set of phenomena by specifying constructs and the laws that relate these constructs to each other.

What is a learning theory?

 

Instructional design is about promoting the cognitive processes that lead to learning. Learning theories are of critical interest to instructional designers, namely because those theories are descriptive—attempting to describe, explain, and predict learning. Two major

categories of learning theories that have influence instructional design procedures and decisions are behavioral learning theories and cognitive learning theories.

Behaviorism was the predominant school of thought in the first half of the twentieth century. According to the behaviorist view, the only things worth studying about human learning are observable behaviors. While most behaviorists do not deny the existence of mental activity, they do not speculate about these thinking processes or other unobservable phenomena.

 

Today, cognitive learning theories are the dominant influence on instructional design practice. Cognitive learning theory generally corresponds to a rationalist philosophy and frequently appears compatible with the primary principles of constructivism. The difference of cognitive learning theory compared with behavioral theory is that cognitivists place much more emphasis on factors within the learner and less emphasis on factors within the environment. Cognitive psychology has influenced learning theory in five major ways (Schuell, 1986):

  1. the view of learning is an active, constructive process
  2. the presence of high-level processes in learning
  3. the cumulative nature of learning and the corresponding role played by prior knowledge concern for the way knowledge is represented and organized in memory concern for analyzing learning tasks and performance in terms of the cognitive processes that are involved
  4. From this list, it is clear that cognitive learning theories focus on the learner, namely to explain learning in terms of cognitive processes, structures, and representations that are believed to operate within the learner (Smith & Ragan, 1999). A primary examples of cognitive learning theory influence on instructional design practice is the information-processing theory and its subordinate schema theory (Rummelhart, 1980), and Level of Processing Theory (Craik & Lockhart, 1972).

Cognitive learning theories themselves do not offer guidance in how to teach, English grammar, for example. To identify useful methods for particular situations, then an instructional-design theory is needed. In contrast to learning theories, instructional-design theories are more directly and easily applied to educational problems. They describe the specific events in the environment or methods of instruction that are outside the learner, that facilitate learning. A learning theory describes what goes on inside the learner's head when learning occurs. It must be stated that it is important for an instructional designer to be thoroughly versed in the fundamental theories that support the field, namely theories of learning and human development. These theories are useful for understanding why an instructional-design theory works. As an analogy, think of learning theories as the foundation and instructional-design theories as the house built upon it.

What is an instructional-design theory?

Instructional-design theories, of all theory bases, are those most often used by instructional designers. According to Reigeluth (1999) in the "green book," Instructional-Design Theories and Models, Volume II, an instructional-design theory is a theory that offers explicit guidance on how to better help people learn and develop. The concepts of learn and develop may include cognitive, emotional, social, physical, and spiritual.

Gagné and Dick (1983) describe instructional-design theories as:

an attempt to relate specified events of instruction to learning processes and learning outcomes

  • based on the knowledgebase of learning research and theory
  • prescriptive in the sense that they attempt to identify conditions of instruction which will optimize learning, retention, and learning transfer
  • expected to provide, at minimum, rational description of causal relationships between procedures used to teach and their behavioral outcomes, preferably enhanced human performance

Reigeluth (1999) describes the characteristics of an instructional-design theory as:

  • An orientation towards design, focusing on the means to attain goals for learning and development. It is not description oriented, which emphasizes the results of given events, like the information-processing theory. Design oriented (or goal oriented) theories are practical and useful to educators, showing them how to achieve their goals. They are prescriptive.
  • Identification of methods of instruction, which are ways to support and facilitate instruction, and the situations in which those methods should and should not be used. These two components are necessary for all instructional-design theory and indicate that methods are situational, not universal in application.
  • The methods of instruction can be broken into more detailed component methods, which provide more guidance to educators. These parts' can be made up of smaller methods. The additional implication is methods have different ‘kinds' of characteristics. Outcomes are dependent on the situation. ‘Criteria' can be provided that the method should meet. The level of guidance can vary.
  • The methods are probabilistic rather than deterministic, which means they increase the chances of attaining the goals rather than ensuring attainment of the goals. The goal of an instructional-design theory is to attain the highest possible probability of the desired results occurring.
  • An instructional-design theory's goal (or design) has a value or philosophy that underlies it. Values play a key role in deciding what goals to pursue via the selection of methods offered to attain those goals.

Instructional design theory vs. instructional design model

For many graduate students in instructional design, the concept of an instructional design model is confusing. No doubt the imprecise use of terminology within the ISD field has lead to a large gray area of understanding. Instructional design models may be defined as the visualized representations of an instructional design process, showing the main elements or phases, and their relationships. More commonly known by their names, Dick & Carey Model, ADDIE Model, Kemp Model, ICARE Model, and ASSURE Model, these models share three major activities: analysis, strategy development, and evaluation. I find it more useful to call these "systems" level models, instructional systems design models. (Just to add more confusion in the attempt to clarify!) Instructional design models, in my opinon, serve the needs of designers at the unit, course, or curriculum level.

Every model has some attributes not universally seen in all the others, such as inclusion of context analysis as a function of the design process, sequencing of test development, and the formative evaluation. Because of the limitations of two-dimensional graphic representations and to simplify a discussion of the activities of instructional design, the models have an unintended, yet starkly apparent attribute, sequentiality. Designers from every experience level may sometimes follow this sequence; however, more commonly circumstances may cause the designer to modify the sequence of design activities. Many times the steps within a certain phase may occur concurrently. Considering the nature of the mental activity designers engage when implementing an instructional design model, the most accurate model would resemble an interwoven, nonlinear relationship of activity, like a knotted tapestry (Smith & Ragan, 1999).

See Instructional Design & Development/ISD Models for more information about ISD Models.

 

References

Borg, W.R., & Gall, M.D. (1983). Educational research: An introduction. New York: Longman.

Craik, F.I.M. , & Lockhart, R.S. (1972). Levels of processing: A framework for memory research. Journal of Verbal Learning and Verbal Behavior, 11, 671-684.

Gagné, R.M., & Dick, W. (1983). Instructional psychology. Annual Review of Psychology, 34, 261-295.

Krathwohl, D.R. (1998). Methods of educational and social science research: An integrated approach, 2nd ed. New York: Longman.

Reigeluth, C.M., (1999). What is instructional-design theory, and how is it changing?. In C.M. Reigeluth (ed.), Instructional-design theories and models: A new paradigm of instructional theory, volume ii. (pp. 425-459). Hillsdale, NJ: Lawrence Erlbaum Associates.

Smith, P.L., & Ragan, T. (1999). Instructional design. New York: John Wiley & Sons.

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