View source for Philosophy:Expertise reversal effect

The '''expertise reversal effect''' refers to the reversal of the effectiveness of instructional techniques on learners with differing levels of prior knowledge.<ref name="Kalyuga 2007">Kalyuga, S. (2007). Expertise reversal effect and its implications for learner-tailored instruction. ''Educational Psychology Review'', 19, 509–539.</ref><ref name="Kalyuga et al 2012">Kalyuga, S., Rikers, R., Pass, F. (2012). Educational implications of expertise reversal effect in learning and performance of complex cognitive and sensorimotor skills. Educational Psychology Review, 24, 313-337.</ref>  The primary recommendation that stems from the expertise reversal effect is that [[Philosophy:Instructional design|instructional design]] methods need to be adjusted as learners acquire more knowledge in a specific domain. Expertise is described as "the ability to perform fluently in a specific class of tasks."<ref name="Kalyuga et al 2012" />
Instructional techniques that assist learners to create long term memory [[Philosophy:Schema (psychology)|schema]] are more effective for novices or low-knowledge individuals, who approach a learning situation or task without these knowledge structures to rely on. In contrast, for higher-knowledge learners or experts, i.e. learners with more prior knowledge of the task, the reverse is true, such that reduced guidance often results in better performance than well-guided instruction.<ref name="Kalyuga 2007" /><ref name="Kalyuga et al 2003">Kalyuga, S., Ayres, P., Chandler, P., & Sweller, J. (2003). The expertise reversal effect. Educational Psychologist, 38, 23-31.</ref>   Slava Kalyuga, one of the leading researchers in this area, writes, "instructional guidance, which may be essential for novices, may have negative consequences for more experienced learners."<ref name="Kalyuga et al 2003"/>

The expertise reversal effect is a specific example of an aptitude by treatment interaction (ATI), which is a more general phenomenon in which learning environments that have positive effects for one type of person have neutral or even negative effects for another type of person.<ref name="Cronbach & Snow 1977">Cronbach, L. J., & Snow, R. E. (1977). Aptitudes and instructional methods: A handbook for research on interactions. New York: Irvington</ref>

== Cognitive load theory==

The expertise reversal effect is typically explained within a [[Philosophy:Cognitive load|cognitive load]] framework.<ref name="Kalyuga et al 2003" /><ref name="Kalyuga 2009">Kalyuga, S. (2009). Knowledge elaboration: A cognitive load perspective. Learning and Instruction, 19, 402-410.</ref> Cognitive load theory assumes that a learner's existing cognitive resources can influence the effectiveness of instructional techniques.<ref name="Sweller et al 1998">Sweller, J., van Merrienboer, J. J. G., & Paas, F. (1998). Cognitive architecture and instructional design. Educational Psychology Review, 10, 251-296.</ref> The goal of any learning task is to construct integrated mental representations of the relevant information, which requires considerable [[Working memory|working memory]] resources. To accomplish the task without overwhelming working memory, some form of guidance is needed.

Low-knowledge learners lack schema-based knowledge in the target domain and so this guidance comes from instructional supports, which help reduce the cognitive load associated with novel tasks. If the instruction fails to provide guidance, low-knowledge learners often resort to inefficient problem-solving strategies that overwhelm working memory and increase cognitive load. Thus, low-knowledge learners benefit more from well-guided instruction than from reduced guidance.<ref name="Kalyuga 2007"/>

In contrast, higher-knowledge learners enter the situation with schema-based knowledge, which provides internal guidance. If additional instructional guidance is provided it can result in the processing of redundant information and increased cognitive load. "Learners would have to relate and reconcile the related components of available [[Biology:Long-term memory|long-term memory]] base and externally provided guidance. Such integration processes may impose an additional working memory load and reduce resources available for learning new knowledge."<ref name="Kalyuga 2007"/> In this case, the external guidance becomes redundant relative to the learner's internal schemas and is less beneficial than a reduced-guidance technique.

[[File:Expertise reversal effect diagram.png|thumb|The differing effect of externally provided instructional guidance on learners with varying levels of prior knowledge]]

Although this cognitive load theory-driven explanation for the expertise reversal effect is plausible, there are a few caveats to keep in mind. First, many studies that demonstrate expertise reversal effects rely on subjective measures of cognitive load.<ref name="Ayres 2006">Ayres, P. (2006). Using subjective measures to detect variations of intrinsic cognitive load within problems. Learning and Instruction, 16, 389-400.</ref><ref name="Paas et al 2003">Paas, F., Tuovinen, J. E., Tabbers, H., & van Gerven, P. (2003). Cognitive load measurement as a means to advance cognitive load theory. Educational Psychologist, 38, 63-71.</ref> For example, one common measure is to have learners rate task difficulty by answering the following question on a scale from 1 (extremely easy) to 7 (extremely difficult): "How easy or difficult was it to complete this task?"<ref name="Kalyuga et al 2004">Kalyuga, S., Chandler, P, & Sweller, J. (2004). When redundant on-screen text in multimedia technical instruction can interfere with learning. Human Factors, 46, 567-581.</ref><ref name="Kalyuga et al 2000">Kalyuga, S., Chandler, P., & Sweller, J. (2000). Incorporating learner experience into design of multimedia instruction. Journal of Educational Psychology, 92, 126-136.</ref><ref name="Mayer & Chandler 2001" >Mayer, R. E., & Chandler, P. (2001). When learning is just a click away: Does simple user interaction foster deeper understanding of multimedia messages?Journal of Educational Psychology, 93, 390-397.</ref> Some researchers claim that such ratings are increasingly being used as an effective and valid measure of subjective cognitive load.<ref name="Kalyuga et al 2004" /> However, others question the use of subjective measures. For example, some question people's ability to provide accurate self-reports of mental effort.<ref name="Schnotz & Kurschner 2007" >Schnotz, W., & Kurschner, C. (2007). A reconsideration of cognitive load theory. Educational Psychology Review, 19, 469-508.</ref> Others suggest that there is no way to know how subjective ratings relate to actual cognitive load.<ref name="Brunken et al 2003">Brunken, R., Plaas J. L., & Leutner, D. (2003). Direct measurement of cognitive load in multimedia learning. Educational Psychologist, 38, 53-61.</ref><ref name="Kirschner et al 2011">Kirschner, P. A., Ayres, P., & Chandler, P. (2011). Contemporary cognitive load research: The good, the bad, and the ugly. Computers in Human Behavior, 27, 99-105.</ref> Second, expertise reversal effects have been found in studies outside of the cognitive load paradigm, indicating that alternative explanations remain viable.<ref name="Kalyuga 2007"/> For example, a number of explanations center on motivational processes.<ref name="Paas et al 2005">Paas, F., Tuovinen, J. E., van Merrienboer, J. J. G., & Darabi, A. A. (2005). A motivational perspective on the relation between mental effort and performance: Optimizing learner involvement in instruction. Educational Technology Research and Development, 58, 193-198.</ref><ref name="Schnotz 2010">Schnotz, W. (2010). Reanalyzing the expertise reversal effect. Instructional Science, 38, 315-323.</ref>

==Examples ==

The expertise reversal effect has been found in a variety of domains and for a variety of instructional techniques. Listed below are just a small set of examples, all of which are described more thoroughly in Kalyuga, Ayres, Chandler, & Sweller, 2003.<ref name="Kalyuga et al 2003"/>

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'''Interactions between levels of knowledge and the [[Philosophy:Worked-example effect|worked-example effect]]:''' Worked examples provide a problem statement followed by a step-by-step demonstration of how to solve it. Worked examples are often contrasted with open-ended problem solving in which the learner is responsible for providing the step-by-step solution. Low-knowledge learners benefit more from studying structured worked-out examples than from solving problems on their own. However, as knowledge increases, open-ended problem solving becomes the more effective learning activity.<ref name="Renkl & Atkinson 2003">Renkl, A., & Atkinson, R. K. (2003). Structuring the transition from example study to problem solving in cognitive skill acquisition: A cognitive load perspective. Educational Psychologist, 38, 15-22.</ref>

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'''Interactions between levels of knowledge and the imagination effect:''' The imagination effect occurs when imagining the instructional material is more effective than studying the instructional material. The idea is that imagining the material supports the generation and construction of mental representations. Generally, low-knowledge learners benefit more from studying instructional material than from imagining it. However, as knowledge increases, imagining a procedure or set of relations becomes the more effective learning activity.<ref name="Cooper et al 2001">Cooper, G., Tindall-Ford, S., Chandler, P., & Sweller, J. (2001). Learning by imagining procedures and concepts. Journal of Experimental Psychology: Applied, 7, 68-82.</ref>

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'''Interactions between levels of knowledge and the [[Philosophy:Split attention effect|split attention effect]]:''' The split attention effect occurs when two or more related sources of information are presented apart from one another in time or space (e.g., text located separately from a diagram). Mentally integrating the two pieces can require considerable working memory resources. If the sources provide similar information, there are two options to reduce split attention: one is physically to integrate the two sources of the information and the other is simply to eliminate one of them. For low-knowledge learners, physical integration of two or more sources of information is more beneficial than eliminating one of the sources. However, as knowledge increases, eliminating one of the sources becomes the more effective instructional method.<ref name="Kalyuga et al 1998">Kalyuga, S., Chandler, P., & Sweller, J. (1998). Levels of expertise and instructional design. Human Factors, 40, 1-17.</ref>

'''Interactions between levels of knowledge and segmentation in [[Social:E-learning (theory)|multimedia learning]]''': Segmentation is a strategy used to manage cognitive load, particularly with multimedia learning. By creating breaks in the instructional material (for example, dividing animations into several videos), segmentation reduces cognitive load by giving the learner time to process and reflect on the information.<ref>Mayer, R. & Moreno, R (2003). Nine ways to reduce cognitive load in multimedia learning. Educational Psychologist. 38, 43-52.</ref> In addition, segments indicate what information is important by chunking information. Research conducted by Spanjers et al. (2011) suggests an expertise reversal effect when using segmentation in animations. While low knowledge learners benefited from learning from animated material that was segmented, high-knowledge learners did not. While there was no difference in performance in this study, participants indicated a difference in mental effort and efficiency between low knowledge learners and high prior knowledge learners. The authors recommend that segmentation of animation be used for low prior knowledge learners, and using continuous animation for high prior knowledge learners.<ref>Spanjers, I.A.E., Wouters, P., van Gog, T., van Merrienboer, J.J.G. (2011). An expertise reversal effect of segmentation in learning from animated worked-out examples. Computers in Human Behaviour. 27, 46-52.</ref>

== Addressing==

===Adaptive fading in worked examples===
Studies addressing the expertise reversal effect have found worked examples, particularly those which "tailor fading of worked examples to individual students' growing expertise levels",<ref name="Salden et al 2008">Salden, R.J.C.M, Aleven, V., Schwonke, R., & Renkl, A. (2008). The expertise reversal effect and worked examples in tutored problem solving. Instructional Science, 38, 289-307.</ref> to be effective in improving learning results (Atkinson et al. 2003; Renkl et al. 2002, 2004; Renkl and Atkinson 2007).<ref name="Salden et al 2008"/>  Worked examples reduce cognitive load, reducing the "problem-solving demand by providing worked-out solutions."<ref name="Salden et al 2008"/>

A key consideration in the success of worked examples is the use of gradual fading of worked-out steps as the learner progresses through the instruction.  While fixed fading (previously decided fading points with no individual connection to the learner) provides better results than general problem solving, results from adaptive fading showed even better learner knowledge acquisition.  Adaptive fading is the fading of worked-out steps in response to learner demonstration of understanding, allowing for higher knowledge learners to progress in a way that minimizes the expertise reversal effect.

The advent of intelligent instructional software such as [[Cognitive tutor|Cognitive Tutor]], which can trace student learning and assess knowledge acquisition, provides a platform within which adaptive fading can be applied. In response to learner assessments, the software can provide embedded "adaptive individualized example fading mechanism[s]".<ref name="Salden et al 2008"/> To ensure that learners do not experience the expertise reversal effect, such software must conduct further, ongoing assessment of learner progress and make adjustments to adapt and provide "optimal example fading"<ref name="Salden et al 2008"/> that addresses the individual learner's needs.

==Notes==
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[[Category:Learning]]

{{Sourceattribution|Expertise reversal effect}}