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Transactional distance theory was developed in the 1970s by Dr. Michael G. Moore, Distinguished Professor Emeritus of Education at the Pennsylvania State University (Moore, 1980). It is the first pedagogical theory specifically derived from analysis of teaching and learning conducted through technology as opposed to the many theories developed in the classroom. It is considered by some to be one of the few, if not the only, theory in distance education that can be used to test hypotheses. It can be used to frame experiments in tutoring or other learner support activities to assess what change there is in the outcomes of student learning, often judged by student completion (Tait, 2017). Like any theory, the transactional distance model serves as a heuristic device, a means of identifying questions for research and also a very practical instrument to be used in making these difficult instructional design decisions.
The theory consists of a set of principles and a model that defines the pedagogical aspects of education (as contrasted with others such as management and policy) in three sets of variables. The first set consists of elements describing the structure of what is designed to be learned, the second in the interaction or dialog between teacher and learners when that structured program is implemented, and the third is the idiosyncrasies of each individual learner with priority given to the potential self-management or autonomy of the students who interact with teachers within the designed structure (Moore & Kearsley, 2012).
Transactional distance theory states that when an instructional designer makes decisions, these decisions will result in a certain amount of structure, dialog and autonomy. These amounts can be either unwitting consequences of the instructional design process, or the result of conscious instructional design decisions. Regardless, these variables interact to create transactional distance which Michael G. Moore defines as “a psychological and communication space to be crossed, a space of potential misunderstanding between the inputs of instructor and those of the learner.” Thus, the utility of the theory is that it provides guidance to instructional designers as to how to design the course: e.g. how much structure, dialog, and autonomy to build into the course, so as to minimize transactional distances and thereby maximize learning outcomes.
A number of researchers have used Moore's theory as the theoretical underpinning for the development of a number of statistically valid and reliable scales to measure transactional distances. Some of these are listed below together with a brief description.
Zhang’s Scale of Transactional Distance (2003): By the turn of the millennium, distance education had evolved from being synonymous with correspondence courses to being largely web-based. Aixu (Monica) Zhang built on Michael G. Moore's theory by proposing that transactional distance could be viewed as a measure of the student's difficulty in becoming actively engaged with their online learning environment. She defined transactional distance by four sets of variables (the Transactional Distance between Students and Students (TDSS), the Transactional Distance between Students and the Teacher (TDST), the Transactional Distance between the Student and the Content (TDSC), and the Transactional Distance between the Student and the Instructional Technology (TDSI). She found that these four sets of variables were highly and statistically correlated with Student Satisfaction, which she adopted as her surrogate measure for Transactional Distance. Her work lead to a 31 element statistically reliable and significant Scale of Transactional Distance.
Relative Proximity Theory (Swart et al., 2013): Zhang's Scale of Transactional Distance provides a numerical measure for transactional distance based on a five-point Likert Scale. Such a measure assumes meaning only when compared to another similar measure such as, for example, in a statistical pre –post intervention comparison. Many studies do not lend themselves to pre-post intervention comparisons. Relative Proximity Theory borrows from gap, or needs analysis (Kaufman & Guerra, 2013) to yield the transactional distance between an actual and desired state. For example, the transactional distance between an actual class and an ideal class.
Revised Scale of Transactional Distance (Paul et al., 2015): There are many changes in the educational environment that have occurred since Zhang developed her Scale of Transactional Distance: Online education is the fastest growing segment of higher education, mobile computing has become ubiquitous, MOOC's provide an unprecedented amount of online content to learners and instructors alike. Zhang's model was re-evaluated in light of these changes. The results provided a 12 element parsimonious version of Zhang's scale which has excellent factorial validity and reliability, yields better fit statistics, and is easier and less time consuming to apply than the original scale.
Coll-TD Scale (Wengrowicz et al., 2014): This scale builds on Michael G. Moore's Theory of Transactional Distance to measure the transactional distances of students who are conducting research in virtual group collaborative environments. It defines Transactional Distance as composed of six sets of variables (Communication between Peers, Understanding between Peers, Communication between Peers and Instructor, Understanding between Peers and Instructor, Prior Attitude toward Collaboration, and Satisfaction). This yielded a 40 element statistically reliable and valid instrument.
Coll-TD/F Scale (Swart et al., 2015): This instrument extends the Coll-TD Scale to Flipped Classrooms where collaboration takes place both f2f, during interactive group learning sessions, and outside class (virtual or f2f) during collaboration on projects or take home exams. This 46 element scale was also shown to be statistically valid and reliable.
Distance education, also known as distance learning, is the education of students who may not always be physically present at a school. Traditionally, this usually involved correspondence courses wherein the student corresponded with the school via mail. Today, it usually involves online education. A distance learning program can be completely distance learning, or a combination of distance learning and traditional classroom instruction. Massive open online courses (MOOCs), offering large-scale interactive participation and open access through the World Wide Web or other network technologies, are recent educational modes in distance education. A number of other terms are used roughly synonymously with distance education. E-learning has shown to be a useful educational tool. E-learning should be an interactive process with multiple learning modes for all learners at various levels of learning. The distance learning environment is an exciting place to learn new things, collaborate with others, and retain self-discipline.
Learning theory describes how students receive, process, and retain knowledge during learning. Cognitive, emotional, and environmental influences, as well as prior experience, all play a part in how understanding, or a world view, is acquired or changed and knowledge and skills retained.
Learning is the process of acquiring new understanding, knowledge, behaviors, skills, values, attitudes, and preferences. The ability to learn is possessed by humans, animals, and some machines; there is also evidence for some kind of learning in certain plants. Some learning is immediate, induced by a single event, but much skill and knowledge accumulate from repeated experiences. The changes induced by learning often last a lifetime, and it is hard to distinguish learned material that seems to be "lost" from that which cannot be retrieved.
Instructional scaffolding is the support given to a student by an instructor throughout the learning process. This support is specifically tailored to each student; this instructional approach allows students to experience student-centered learning, which tends to facilitate more efficient learning than teacher-centered learning. This learning process promotes a deeper level of learning than many other common teaching strategies.
Situated learning is a theory that explains an individual's acquisition of professional skills and includes research on apprenticeship into how legitimate peripheral participation leads to membership in a community of practice. Situated learning "takes as its focus the relationship between learning and the social situation in which it occurs".
Andragogy refers to methods and principles used in adult education. The word comes from the Greek ἀνδρ- (andr-), meaning "man", and ἀγωγός (agogos), meaning "leader of". Therefore, andragogy literally means "leading men", whereas "pedagogy" literally means "leading children".
Asynchronous learning is a general term used to describe forms of education, instruction, and learning that do not occur in the same place or at the same time. It uses resources that facilitate information sharing outside the constraints of time and place among a network of people. In many instances, well-constructed asynchronous learning is based on constructivist theory, a student-centered approach that emphasizes the importance of peer-to-peer interactions. This approach combines self-study with asynchronous interactions to promote learning, and it can be used to facilitate learning in traditional on-campus education, distance education, and continuing education. This combined network of learners and the electronic network in which they communicate are referred to as an asynchronous learning network.
A learning management system (LMS) is a software application for the administration, documentation, tracking, reporting, automation, and delivery of educational courses, training programs, or learning and development programs. The learning management system concept emerged directly from e-Learning. Learning management systems make up the largest segment of the learning system market. The first introduction of the LMS was in the late 1990s. Learning management systems have faced a massive growth in usage due to the emphasis on remote learning during the COVID-19 pandemic.
Educational technology is the combined use of computer hardware, software, and educational theory and practice to facilitate learning. When referred to with its abbreviation, edtech, it is often referring to the industry of companies that create educational technology.
Computer-supported collaborative learning (CSCL) is a pedagogical approach wherein learning takes place via social interaction using a computer or through the Internet. This kind of learning is characterized by the sharing and construction of knowledge among participants using technology as their primary means of communication or as a common resource. CSCL can be implemented in online and classroom learning environments and can take place synchronously or asynchronously.
A Knowledge Building Community (KBC) is a community in which the primary goal is knowledge creation rather than the construction of specific products or the completion of tasks. This notion is fundamental in Knowledge building theory. If knowledge is not realized for a community then we do not have knowledge building. Examples of KBCs are
E-learning theory describes the cognitive science principles of effective multimedia learning using electronic educational technology.
Online tutoring is the process of tutoring in an online, virtual, or networked, environment, in which teachers and learners participate from separate physical locations. Aside from space, literature also states that participants can be separated by time.
A virtual learning environment (VLE) in educational technology is a web-based platform for the digital aspects of courses of study, usually within educational institutions. They present resources, activities, and interactions within a course structure and provide for the different stages of assessment. VLEs also usually report on participation; and have some level of integration with other institutional systems.
The Distance Education Learning Environments Survey (DELES) is a psychosocial learning environment survey designed specifically to measure college and university distance education learning environments. The DELES was developed in 2003.
Dr. Michael Grahame Moore is Distinguished Professor Emeritus of Education at the Pennsylvania State University. He is known for his major contributions to the field of distance education. In 1972, he published his first statement of distance learning theory, which asserted that "distance education is not simply a geographical separation of learners and teachers, but, more importantly, is a pedagogical concept" [1]. Half a century of study, teaching, experimentation and advocacy of distance education justifies a claim that he is the founder of contemporary online education, a claim supported by his inclusion as among the 128 “most important, innovative, influential, innovative and interesting thinkers on education of all time” by Routledge’s Encyclopedia of Educational Thinkers [2].
Donn Randy Garrison is a Canadian professor at the University of Calgary who has published extensively on distance education.
M. David Merrill is an education researcher specializing in instructional design and technology.
Michael J. Hannafin was Professor of Instructional Technology and Director of Learning and Performance Support Laboratory at the University of Georgia. He obtained a Ph.D. in Educational Technology from the Arizona State University. Along with Kyle Peck, he developed the field of Computer Aided Instruction as distinguished from Computer Based Instruction. He received the AERA SIG- IT Best Paper Award in 2007.
Online learning involves courses offered by primary institutions that are 100% virtual. Online learning, or virtual classes offered over the internet, is contrasted with traditional courses taken in a brick-and-mortar school building. It is a development in distance education that expanded in the 1990s with the spread of the commercial Internet and the World Wide Web. The learner experience is typically asynchronous but may also incorporate synchronous elements. The vast majority of institutions utilize a learning management system for the administration of online courses. As theories of distance education evolve, digital technologies to support learning and pedagogy continue to transform as well.