As we design and plan the facilitation of our online courses, identifying strategies that help to foster an inclusive learning environment is essential. One effective strategy to achieve this goal is through proactive outreach, which helps to build strong relationships and ensure that all students receive the support they need to succeed.

Canvas provides a variety of tools that make it easier and quicker to connect directly with students who need support. In this post, we will look at a component of the Gradebook called the “Message Students Who” feature.

This messaging feature is a tool that allows instructors to send targeted messages to students based on specific criteria. Targeted, proactive messages not only enhance engagement but also align with the principles of inclusive design by addressing the diverse needs of students in a timely and personalized manner.

Accessing the Message Students Feature From the Canvas Gradebook

See the steps below for a guide on how to access this feature and the options available.

Open Gradebook

In Course Navigation, click the Grades link.

Open Gradebook

Open Assignment Menu

Hover the cursor over the assignment or assignment group column header and click the Options icon.

Open Assignment

Message Students

Click the Message Students Who link to open a message.

Message Students

View Compose Message

In the Compose Message window, you can select a category of students to message [1], manage the recipients [2], enter a message title [3], and compose a message [4].

View Compose Message

Message Students Who…

You can choose from several categories to message students:

  • Have not yet submitted: Students who haven’t submitted the assignment.
  • Have not been graded: Students whose assignments have not yet been graded.
  • Scored less than [point value]: Students who earned a grade on their assignment less than a specified number of points.
  • Scored more than [point value]: Students who earned a grade on their assignment more than a specified number of points.
  • Reassigned: Students who have submitted an assignment and you have reassigned it to them.

Although one message will be sent to multiple students at the same time, each student will receive an individual message. This helps to build the relationship you have with each student, and provides them a 1-1 space to share personal concerns or needs with you.

Considerations

It’s important to be intentional with proactive outreach and consider the tone and wording when messaging students using this tool. Offering empathy and using inclusive language will help encourage students to be responsive and stay engaged with the course.

There may be information shared that requires a referral for additional student support. Faculty can reach out to Ecampus Faculty Support or Ecampus Student Services for support in identifying the correct referral.

Benefits of Proactive Outreach

  1. Timely Interventions: By identifying students who are struggling or falling behind, you can intervene early. This can prevent minor issues from becoming major obstacles to their success.
  2. Personalized Support: Tailoring your messages to address specific concerns shows students that you are attentive to their needs, which can boost their motivation and engagement. Students are more likely to utilize resources and ask for help when needed, knowing that you are present and available.
  3. Increased Engagement: Regular communication helps maintain connection and strengthens the relationship between instructors and students. The Ecampus student population is largely made up of working adults, who have dependents and outside responsibilities. Your touching base helps to encourage them to stay active and engaged in the course.

Students have shared feedback in past annual surveys that some of the most impactful experiences they had as an online student at OSU were related to their instructor reaching out to them in a time of need. The “Message Students Who” tool in Canvas helps to lower the barrier of time for faculty to reach students in need and offer their support. For more information on this tool, please see the Canvas guide: How do I send a message to students from the Gradebook?

Resources

  1. Ecampus Online Teaching Principles
  2. Improving Student Engagement and Connection in Online Learning through Proactive Support (CDT Blog)
  3. Demonstrating Care: Reach Out and Refer (CDT Blog)
  4. Behind the Buzzword: Creating Belonging For Online Students at OSU (CDT Blog)
  5. Infographic: 4 Ways To Proactively Support Online Students
  6. Canvas Guide: How do I send a message to students from the Gradebook?

In our hyper-connected world, it’s tempting to think that technology like Google, Generative Artificial Intelligence, and our smartphones have rendered memory obsolete. But is that really true?

I recently participated in a book club offered by Oregon State University’s Center for Teaching and Learning. The book we read, Remembering and Forgetting in the Age of Technology: Teaching, Learning, and the Science of Memory in a Wired World by Michelle D. Miller, challenges misconceptions about how technology affects our memory and attention and offers valuable insights for educators. Let’s explore some key takeaways.

Memory Still Matters

There has been a growing backlash against memorization in education, with critics claiming it’s outdated and harmful to creativity and critical thinking. But here’s the kicker: memory actually supports robust, transferable thinking skills. Memory and thinking aren’t enemies – they’re complementary partners in learning.

Despite the “Google it” mentality, memory remains crucial. It’s not just about recalling facts; it’s about building a foundation for critical thinking and creativity. For one thing, it’s impossible in certain situations to stop and look things up (think emergency room doctors or lawyers during a trial). But more than that, our own memorized knowledge in a discipline allows us to consider context and practice skills fluently.

We’re all familiar with Bloom’s taxonomy and its bottom level: “Remembering”. Michelle Miller recommends that, instead of viewing memory as the “lowest” level of thinking, consider it the foundation. Higher-order thinking skills interact with and reinforce memory, creating a two-way street of learning.

The Power of Testing

Contrary to popular belief, quizzes and tests aren’t the enemy. Research shows that retrieval practice actually strengthens long-term retention, supports complex skills, and can even reduce test anxiety. It’s not about memorizing for the test; it’s about reinforcing learning.

In addition, “pre-quizzing” – that is, giving a quiz before introducing the material (ungraded or graded for participation only) – has been shown to help activate prior knowledge, integrate new information into existing schemas, and identify gaps or misconceptions that instructors can address.

Attention Spans: Not What You Think

The idea that “attention spans are shrinking” isn’t backed by solid science. In fact, in attention research there’s no such thing as “attention span”! And that “Students can only pay attention for 10 minutes at a time” idea? It’s based on outdated, poorly designed studies.

What about the idea that technology worsens our attention? There is no strong evidence that technology is affecting our ability to pay attention. While people often report this phenomenon (about themselves or others), a more likely explanation seems to be our decreased tolerance for boredom rather than our actual ability. However, smartphones can indeed be very distracting, and they can also affect memory negatively through the “I can Google it” effect – the expectation that information will be available online anytime can reduce our memory encoding.

Handwriting vs. Typing: It’s Complicated

The debate over handwritten versus typed notes isn’t as clear-cut as you might think. What matters most is your note-taking strategy. The best notes, regardless of medium, involve synthesizing ideas rather than transcribing verbatim.

Enhancing Memory in the Classroom

The good news is that there are many things an educator can do to help students remember essential content. Here are some strategies:

  1. Create meaning and structure: When we process information deeply and evaluate it for meaning we remember it better than when we perform shallow processing. Organizational schemes like narrative structures help information stick, and active learning techniques such as project-based learning ensure a deeper level of engagement with the content.
  2. Connect to prior knowledge: Ask questions to elicit information, draw explicit connections with previous material, and use pre-quizzing to help students see the gaps and stimulate curiosity.
  3. Embrace visualization: We’re visual creatures – use this to engage your audience. Create and ask students to create mind-maps, infographics, or other visual representations.
  4. Engage emotions: Both positive and negative emotions can enhance memory, but aim for a supportive atmosphere, which has been shown to improve learning outcomes. The emotion of surprise is a powerful memory enhancer.
  5. Connect to goals: Show how information is relevant to students’ immediate objectives.
  6. Use the self-reference effect: Relating information to oneself boosts memory. Ask students to bring their own experience or interests into the learning process through personalized assignments.
  7. Implement retrieval practice: Regular quizzing with immediate feedback can significantly boost retention.
  8. Space it out: Distribute practice over time instead of cramming.

Conclusion

In this age of information overload, understanding how memory works is more crucial than ever. By debunking myths and implementing evidence-based strategies, we can help students navigate the digital landscape while building strong, adaptable minds. I’ve only touched on a few points, but this book is chock-full of interesting information that’s useful not just for educators but for everyone!

What myths about memory and technology have you encountered in your teaching? How might you incorporate these insights into your classroom? Share your thoughts in the comments below!

References

Miller, M. D. (2022). Remembering and forgetting in the age of technology: teaching, learning, and the science of memory in a wired world (1st ed.). West Virginia University Press.

In the ever-evolving landscape of higher education, online, distance learning has emerged as a dynamic and accessible platform for students worldwide. However, with this shift to asynchronous online classrooms we must prioritize inclusivity and engagement in our educational strategies. Recognizing this need, Ecampus embarked on a journey to understand inclusive course design and teaching practices through the eyes of the learners.

Survey Summary 

In 2021, Ecampus implemented an Inclusive Excellence Strategic Plan. One goal of this plan focused on enhancing inclusive teaching and learning in online courses. As part of this initiative, a pilot study was conducted during the academic year 2022-2023, to develop a mechanism for students to provide feedback on their learning experiences. The study employed a series of weekly surveys, designed to elicit responses regarding moments of engagement and distancing within online courses.

Administered across five Ecampus courses, the pilot study garnered responses from 163 enrolled students. The findings provide invaluable insights into the nuances of online learning design and offer actionable recommendations for educators seeking to cultivate inclusive excellence in their own asynchronous, online classrooms. The questions were as follows:

  1. At what moment (point) in class this week were you most engaged as a learner?
  2. At what moment (point) in class this week were you most distanced as a learner?
  3. What else about your experience as a learner this week would you like to share?

These questions were carefully crafted to elicit responses related to diversity, equity, and inclusion (DEI). By using the verbs “engaged” and “distanced,” students were prompted to reflect on moments of connection and disconnection within their learning environments. The open-ended nature of the questions allowed students to provide contextual feedback, offering valuable insights beyond the scope of predefined categories.

The results of the survey provide a multifaceted understanding of students’ experiences in online courses. Across all five courses, certain patterns emerged regarding elements that students found most engaging and most distancing. These insights served as a springboard for the development of actionable recommendations aimed at enhancing course design and fostering inclusive learning environments.

Alignment

One crucial area highlighted by the survey results was the importance of alignment. Students noticed when their courses had assessments that were aligned with course content, and they noticed when this alignment was missing. Ensuring that learning objectives are represented in instructional materials, practice activities, assessments, and evaluation criteria is key. For more on this, please see “Alignment” by Karen Watté from 2017.

Learning Materials

Another prominent theme in the survey responses was the overwhelming nature of long, uncurated lists of readings and learning materials, which tended to alienate learners. To address this, providing a reading guide or highlighting key points can alleviate feelings of overwhelm. Optimizing content presentation and learning activities emerged as a key factor in promoting engagement and inclusivity. 

Incorporating interactive elements such as knowledge checks and practice activities within or between short lectures keeps students actively engaged and reinforces learning objectives. By utilizing multiple modes of content delivery–videos, lectures, and readings–educators can cater to diverse learning styles and preferences. Providing study guides is also noted as an effective strategy for enhancing comprehension and engagement with learning materials. 

Community & Connection

Supporting student-to-student interaction is pivotal in fostering a sense of community and participation (Akyol & Garrison, 2008). Many learners noted that they enjoyed engaging in small group discussions, in fact 50% of students in one course noted that the week 1 introductory discussion was the point they felt most engaged. Additionally, students across the courses were excited to view and respond to the creative work of their peers. Community-building course elements like these foster a sense of community and collaboration within the virtual classroom. 

While some students had mixed feelings about peer review activities–voicing concerns about feeling unqualified to judge their peer’s work–distinct guidelines and rubrics can empower learners to develop critical thinking, increase ownership, and enhance their communication skills. Thus, thoughtfully crafted peer review processes can also help to enhance the educational experience.

Authentic Activities

Incorporating authentic or experiential learning activities was also highlighted in student responses as a means of connecting course content to real-world scenarios. By integrating professional case studies, practical exercises, real-world applications, and reflective activities, educators can deepen students’ understanding of course material. Survey respondents noted again, and again how they felt engaged when coursework was relevant and applicable outside the classroom. This type of authentic work in courses can also increase learner motivation. (Gulikers, Bastiaens, & Kirschner, 2004)

Timely Feedback & RSI

By offering timely feedback on student work, online educators demonstrate their active presence and assist students in understanding the critical aspects of assessments, ultimately enhancing their chances of success. One student is quoted as saying,

“I really appreciate the involvement of the instructor. In the past I’ve had Ecampus classes where the teacher was doing the bare minimum and didn’t grade things until the last minute so I wasn’t even sure how I was doing in the class until it was almost over. I appreciate the speed at which things have been graded and the feedback I’ve already received. I appreciate the care put into announcements too!”

Timely feedback and time-bound announcements are also notable ways to showcase Regular and Substantive Interaction (RSI). Please also see “Regular & Substantive Interaction in Your Online Course” by Christine Scott.

Scaffolding

Another noteworthy recommendation from the survey findings was the importance of providing scaffolding and support throughout the course. Respondents expressed appreciation for feedback from peers and instructors to improve their writing. One student noted, “When I used my peer review feedback to improve my draft.” Offering additional resources and tutorials for unfamiliar or complex concepts ensures that all students have the support they need to succeed.Moreover, breaking down larger, high-stakes assignments into smaller, manageable tasks, can reduce feelings of overwhelm, provide a sense of accomplishment, increase early feedback and promote overall success. 

Autonomy

Furthermore, offering choice and flexibility in assignments and assessments empowers students to take ownership of their learning journey. Whether it’s offering choice in topics, deliverable types, or exercise formats, providing students with agency fosters a sense of autonomy and engagement. One respondent noted, “I think choosing a project topic was the most engaging part of this week, because allowing students to research things that they are interested [in,] within some constraints is a good way to get them engaged and interested in the topics.” 

Note on Survey Administration

One final take away from the study underscores the importance of thoughtful survey administration. While weekly surveys offer robust results, participating faculty indicated that surveying students every week was too frequent.   Instead, it’s recommended to conduct surveys between one to three times throughout the course, striking a balance between gathering insights and respecting students’ time. Additionally, transparent communication about the purpose and use of student feedback is essential for fostering trust and eliciting honest responses. Students should understand that their feedback is valued and how it will be utilized to improve their learning experience in both the current term and future iterations of the course.

Conclusion

Engagement and inclusion in online education is multifaceted and ongoing. By listening to student feedback, implementing actionable recommendations, and fostering a culture of continuous improvement, educators can create transformative learning experiences that empower students to thrive in the digital age. Together, let us embark on this journey towards inclusive excellence, ensuring that every learner has the opportunity to succeed while feeling valued, supported, and empowered to reach their full potential.

References

Akyol, Z., & Garrison, D. R. (2008). The development of a community of inquiry over time in an online course: Understanding the progression and integration of social, cognitive and teaching presence. Journal of Asynchronous Learning Networks, 12(3-4), 3-22. 10.24059/olj.v12i3.72 

Gulikers, J.T.M., Bastiaens, T.J. & Kirschner, P.A. (2004). A five-dimensional framework for authentic assessment. ETR&D 52, 67–86. https://doi.org/10.1007/BF02504676 

Scott, C. (2022, November 7). Regular & Substantive Interaction in Your Online Course. Ecampus Course Development & Training Blog.https://blogs.oregonstate.edu/inspire/2022/11/07/regular-substantive-interaction-in-your-online-course/ 

Watté, K. (2017, January 27). Alignment. Ecampus Course Development & Training Blog.   https://blogs.oregonstate.edu/inspire/2017/01/27/alignment/  


I was recently reminded of a conference keynote that I attended a few years ago, and the beginning of an academic term seems like an appropriate time to revisit it on this blog.

In 2019, Dan Heath, a bestselling author and senior fellow at Duke University’s CASE Center, gave a presentation at InstructureCon, a conference for Canvas users, where he talked about how memories are formed. He explained that memories are composed of moments. Moments, according to Heath, are “mostly forgettable and occasionally remarkable.” To illustrate, most of what I’ve done today–dropping my kids off at spring break camp, replying to emails, going to a lunchtime yoga class, and writing this blog post–will largely be forgotten by next month. There is nothing remarkable about today. Unremarkable is often a desirable state because it means that an experience occurred without any hiccups or challenges.

Heath went on to describe what it is that makes great experiences memorable. His answer: Great experiences consist of “peaks,” and peaks consist of at least one of the following elements: elevation, insight, pride, or connection. He argued that we need to create more academic peaks in education. Creating peaks, he contends, will lead to more memorable learning experiences.

So, how do we create these peaks that will lead to memorable experiences? Let’s explore some ideas through the four approaches outlined by Heath.

Elevation. Elevation refers to moments that bring us joy and make us feel good. You might bring this element into your course by directly asking students to share what is bringing them joy, perhaps as an icebreaker. Sharing their experiences might also lead to connection, which is another way (see below) to create peaks that lead to memorable experiences. 

Insight. Insight occurs when new knowledge allows us to see something differently. Moments of insight are often sparked by reflection. You might consider making space for reflection in your courses. Creativity is another way to spark new insights. How might students engage with course concepts in new, creative ways? To list off a few ideas, perhaps students can create a meme, record a podcast, engage in a role play, or write a poem.

Pride. People often feel a sense of pride when their accomplishments are celebrated. To spark feelings of accomplishment in your students, I encourage you to go beyond offering positive feedback and consider sharing particularly strong examples of student work with the class (after getting permission–of course!) Showcasing the hard work of students can help students to feel proud of their efforts and may even lead to moments of joyful elevation.

Connection. Connection refers to our ties with other people. Experiencing connection with others can feel deeply rewarding. As I mentioned above, asking students to share their experiences with peers is one way to foster connection. In Ecampus courses, we aim to foster student-student and student-teacher connection, but I encourage you to explore other opportunities for students to make meaningful connections. Perhaps students can get involved with their communities or with colleagues, if they happen to have a job outside of classes. Students could connect with their academic advisors or the writing center to support their work in a course. There are many ways to foster connections that support students in their learning!

It’s easy to focus on delivering content, especially in online courses. This was one of Heath’s overarching points. The key, however, to creating memorable learning experiences is to take a student-centered approach to designing and facilitating your course. 

I invite you to start the term off by asking yourself: How can I create more moments of elevation, insight, pride, and connection for my students? It might be easier than you think.

References:

Heath, D. (2019, July 10). Keynote. InstructureCon. Long Beach, CA.

Editor’s Note: This is a guest blog post by Skye Nguyen. Skye completed an Instructional Designer internship at Ecampus in Fall 2024 and graduated with an Instructional Design certificate from OSU in Spring 2024.

Support for students is a key component in increasing the likelihood of student success. Students can encounter various types of barriers, such as technical issues or glitches and learning curves of these technologies when taking classes, and even more so when taking online classes. Educause highlights that the expectation of the learning environment is changing to Learning Spaces (Learning Spaces, n.d.). These Spaces not only hold space for traditional classrooms but are morphing to include more virtual presence. 

To ensure a smooth transition we should incorporate support for students into the course design. By bringing more awareness and consideration into more instances of these learning spaces we enhance students’ chances of accessing these support resources. This increases the likelihood of a student avoiding a barrier altogether or getting connected to the right institutional support that can directly aid them in overcoming barriers to their success. 

In my current role at Lane Community College, I work with instructors directly in a support capacity.  I frequently receive inquiries about how they can aid student success in online and blended (hybrid) courses. Many courses already include an institutional statement or guide about student support either in the course or on the syllabus, but because they are ubiquitous and separate from their coursework and learning experience, students may not think to access those resources. Here are four strategies for enhancing support in an online or blended course by increasing the visibility, context, and redundancy of resources.

Consider the Types of Barriers Your Students Might Face

The types of barriers vary between institutions, colleges, programs, and even between classes and generally fall under two major categories: internal and external barriers to the course.

External barriers, such as financial stress, food insecurity, homelessness, childcare, or mental health issues, while not directly tied to the action of partaking in and submitting online coursework, can affect the student’s overall ability to succeed in school. Usman & Banu (2019) highlight that some of the effects of financial stress specifically can lead to poorer academic performance. These barriers impact the students’ quality of life, and their ability to be successful students in all of their courses. Ensuring students have access to support resources they will utilize in the course, as well as support resources for barriers they may be experiencing outside of the course will increase the student’s likelihood of success.

The internal barriers to the course can cause unneeded stress and can be more easily addressed with a little bit of care and foresight. It is important to keep in mind that students taking online classes will have different levels of experience with taking online courses even at the specific institution. This is especially important to keep in mind when thinking about instructional technologies they will be required to utilize for coursework in addition to the LMS (e.g. Blackboard, Canvas). For example, not all institutions use OneDrive as their cloud-based storage. Students may have encountered Google Drive, Box, or Dropbox and be unfamiliar with OneDrive. At the course level, not all classes utilize discussion forums, or you might have a student for whom this is their first online course at this institution, and they might be unfamiliar with the way discussion boards work in this LMS compared to another. 

How this works in course design:  Pair resources together based on processes or types of resources when they are needed for a specific activity. For example, if an assignment requires a student to submit a video, it is important to make sure there are resources for every step of the process, from creation to submission. Pairing the instructions for the activity with tutorials on how to record a video, upload the video to the institution’s streaming platform (e.g. Kaltura, YouTube), and share the video link provides students with all the resources, right when they need them

Figure 1

Figure 1: A process shown with each step linking out to a tutorial.

Think about Multiple Formats

Support can be offered in various formats, each one useful in different ways. By providing multiple formats you can directly improve Universal Design for Learning (UDL) even more throughout the course. This can look like providing a how-to video but also adding a link to a help article with text instructions below that video.

Consider integrating the following common resources into your course to enhance student support:

  • Help articles from the institution or platform (i.e. Canvas, Microsoft, Kaltura).
  • Video tutorials from the institution, Microsoft, or user communities.
  • Support Service contact information such as name of service, purpose, email, and phone. This could be student technology help desks or coaching and counseling services for example.

You can think of these types of resources when building your support framework throughout the course for students. 

How This Works in Course Design: Ideally, students should be provided resources for every situation in multiple formats. A help article might be suitable for a short process needed across a wide range of people or for use in multiple courses. In-page instructions might be beneficial for providing quick guidance on completing an assignment directly within a course. Consider the situation, available resources for creation or storage, and the context in which students will need support to determine the most effective format.

Figure 2

Figure 2: A help article linked to the top of support resources for video tips, and instructions directly on the assignment page in the support resources for using discussions.

Be Mindful of Visibility 

Students should not have to go digging to find the resources they need. Support should always be visible, easily accessible, and located where students will need them, when they need them. For instance, having support resources that students will need regularly or are more general should be included in the syllabus and at the top of the course. This will enable students to start the course with those resources in hand.

For resources that are connected to activities students may only need once, or require more in-depth instruction, place those resources where they are needed and when they are needed.  For example, if you want students to know how to share a document in a discussion forum activity, provide the information within the activity itself.

How This Works in Course Design:  Support resources need to be integrated seamlessly into both the course design and the course content. Avoid making support obtrusive to the activity, as it may distract from the content such as “Support” in red text at the top of the page. Instead, make it intentional and readily accessible. For instance, placing support information right before the first step of a process, such as at the end of assignment instructions but before the submit button, ensures it is conveniently located for students. This practice pulls on UDL guidelines where redundancy and providing information in multiple places improves the learning experience for these skills (UDL: The UDL Guidelines, n.d.).

Don’t forget the course instructor or facilitator! 

Sometimes instructional designers design courses with a developer who might not be teaching the course. The instructor may be unfamiliar with the support resources, why they are being included, and what they are expected to do with them. A well-supported instructor can create a more effective online learning experience. By establishing a resource space for course instructors, such as an Instructor Guide, you can provide instructors with a 1-stop shop for support even before they encounter difficulties. Faculty also have access to technical support options that students do not have, such as a Help Desk or faculty support team.  Ensuring faculty are aware of all of their support options enables instructors to focus on their tasks, knowing they have resources available when they need them.

How This Works in Course Design: An example of this is creating an instructor guide which not only gives them links to resources to support students but gives them an area to find resources for running the course or troubleshooting a common issue. This could be in a hidden page resource marked “For Instructor Only” at the top of the course.

Figure 3

Figure 3: Instructor guide example in the LMS course itself with links to important resources for instructors such as common student support resources,  how to communicate with students, how to grade, etc.

Figure 4

Figure 4: Instructor guide as a hidden page resource at the bottom of a start here section in an online course in Canvas.

That’s it! These are just a few ways to improve support, and there are many others. The key takeaway here is to always consider the specific course design needs  when designing the support framework during course development

Sources

Learning Spaces. (n.d.). EDUCAUSE. Retrieved February 25, 2024, from https://www.educause.edu/research-and-publications/books/educating-net-generation/learning-spaces

UDL: The UDL Guidelines. (n.d.). Retrieved February 25, 2024, from https://udlguidelines.cast.org/

Usman, M., & Banu, A. (2019). A Study on Impact of Financial Stress on Students’ Academics. Journal of Business & Economic Policy, 6(1). https://doi.org/10.30845/jbep.v6n1p7

While attending a panel presentation by students pursuing degrees online, I heard one of the student panelists share something to the effect of, “Oh, I don’t do Office Hours. However, instead of Office Hours, one of my instructors had these ‘Afternoon Tea’ sessions on Zoom that I loved to attend when it worked with my schedule. She answered my questions, and I feel like she got to know me better. She was also available to meet by appointment.” What wasn’t revealed was why this student wouldn’t attend something called “Office Hours” but did attend these other sessions. Did “Office Hours” sound too formal? Was she unsure of what would happen during office hours, or unsure of what the purpose was? Did she think office hours was something students only went to if they were failing the course? The student didn’t say.

There is some mystery around why this student wouldn’t attend office hours, and her comment reminded me of what I had read in Small Teaching Online: Applying Learning Science in Online Classes, by Flower Darby and James Lang (available digitally through the Valley Library if you are part of the OSU community). In Small Teaching Online, under the section titled, “Get Creative with Virtual Office Hours,” several tips are highlighted for how to enhance participation in office hours. Here is a summary of a few of those tips presented in this book, which are based on Lowenthal’s 2017 study (pp. 119-121, Darby & Lang, 2019):

  • Rename office hours to sound more welcoming: “Afternoon Tea,” “Consultations,” or “Coffee Breaks” are some ideas to consider (p. 188, Lowenthal, 2017).
  • To enhance participation, plan just 3-4 well-timed sessions instead of weekly office hours, and announce them early in the term. For timing, think about holding a session before or after a major assessment or project milestone is due, for example.
  • Collect questions ahead of time, and make office hours optional.

Additionally, outside of office hours, remind students that you are available to meet with them individually by appointment since students’ schedules vary so widely. 

Putting these tips into practice, here is what the redesigned office hours can look like in an asynchronous online course, where this “Coffee Break” happens three times in the term and is presented in the LMS using the discussion board tool or the announcements feature as needed:

Canvas page shows a banner image titled "Coffee Break" and  "Join me for a chat. I hope to get to know each of you in this course, so I would like to invite you to virtual coffee breaks." The description on the page details expectations, tasks, and how to join the Coffee Break.

What I like about this design is that the purpose and expectations of the session are explained, and it is flexible for both students and faculty. The “Coffee Break” is presented in an asynchronous discussion board so that students’ questions can be collected ahead of time and at their convenience. Further, if something comes up with the faculty and the live “Coffee Break” is canceled, the faculty can answer questions asynchronously in the discussion board. There is also a reminder that students are invited to make a separate appointment with their instructor at a time that works for them.

Have you tried rebranding your office hours? How did it go?

References

Darby, F., & Lang, J. M. (2019). Small teaching online : applying learning science in online classes (First edition.). Jossey-Bass, a Wiley Brand.

Lowenthal, P. R., Dunlap, J. C., & Snelson, C. (2017). Live Synchronous Web Meetings in Asynchronous Online Courses: Reconceptualizing Virtual Office Hours. Online Learning (Newburyport, Mass.), 21(4), 177-. https://doi.org/10.24059/olj.v21i4.1285

Neuron image from Adobe Stock

Engaged learning design helps students comprehend the learning materials and apply the newly learned knowledge and skills to new contexts. Jessie Moore proposed six key principles for engaged learning, namely:
* “Acknowledging and building on students’ prior knowledge and experiences;
* Facilitating relationships, including substantive interactions with faculty/staff mentors and peers, and development of diverse networks;
* Offering feedback on both students’ work-in-progress and final products;
* Framing connections to broader contexts, including practice in real-world applications of students’ developing knowledge and skills;
* Fostering reflection on learning and self; and
* Promoting integration and transfer of knowledge” (Moore 2021; Moore, 2023).

This blog will showcase three course design projects using engaged learning principles to overcome design challenges, including challenging content, lack of student motivation, and/or difficulty transferring knowledge.

Design Case #1
Engaged learning Principle: Acknowledging and building on students’ prior knowledge and experiences
Design Challenge: Students are non-accounting majors and need more motivation to study accounting.
Design Solution: College students have all bought textbooks and paid bills for college education, even though they may not have any accounting training before. Building on students’ prior knowledge of bill paying and textbook purchases, the instructor created a mock-up student-run company and assigned students to work with accounting related to students’ activities, such as buying and selling textbooks and offering tutoring services, in order to make learning materials of “BA 315 Accounting for Decision Making” relevant and meaningful to students. The instructor also collaborated with Ecampus media team to create an online monopoly simulation game modified with Oregon State University themes to further engage students in accounting practices.

Design Case #2
Engaged Learning principle: Facilitating relationships, including substantive interactions with faculty/staff members and peers and developing diverse networks.
Engaged Learning principle: Offering feedback on students’ work-in-progress and final products.
Engaged learning principle: Fostering reflection on learning and self.
Engaged learning principle: promoting integration and transfer of knowledge.
Design Challenge: trauma-informed helping skills are challenging to teach in HDFS 462 online.
Design Solution:
Building on students’ prior knowledge and experiences (Discussion board activities)

The course developer used case study and group case discussion on developing a plan to help a client; Students individually practice attending and listening with single-word responses. Instructor provides feedback on both group work and individual work.
Also, instructor Modeling the empowerment process with recorded videos, students practicing helping skills, and the instructor offering feedback on students’ helping skills practices with peer partners in the classmates.
Connections to Broader contexts and promoting integration and transfer of knowledge: students practice helping skills with non-classmate clients; and instructor provides feedback.



Design Case #3
Engaged Learning Principle: Framing connections to broader contexts, including practice in real-world applications of students’ developing knowledge and skills.
Design Challenge: There is a lack of full access to construction sites especially for students in CE 427 Online Course to get hands-on experience and understand construction site structure fundamentals.
Design Solution: the instructor and instructional designer collaborated with the media team to design an interactive simulation called Clickable Structure to help students understand the most difficult concepts in the course: elements of structures and how various pieces relate to each other. The Clickable Structure simulation enables students to see each group of structures layer by layer according to their functions and the corresponding equations needed for calculations of weight bearing, etc.

What we see versus what students in CE 427 needs to learn


As a Reflection Tool
Another way to use the six principles of engaged learning is to change the statements in the principles to a list of questions for students to reflect:
1. What prior knowledge do I bring to this topic?
2. What new knowledge and skills I learned about this topic? How are these new concepts and skills and principles and relationships related to each other? How does individual pieces of information connect to make sense?
3. What feedback did I receive from instructor and classmates that gives me insights to this topic?
4. How is this topic related to broader contexts of main learning outcomes of this course or real-world applications?
5. How could I use what I learned about this topic into real-world application?
6. What new understandings did I gain from this reflection activity?

If you find these six principles of engaged learning meaningful and have adopted or adapted them in your teaching and learning, I encourage you to share with us (email tianhong.shi@oreognstate.edu) so we can build a collection of engaged learning cases and examples.

References

Moore, Jessie L. Key Practices for Fostering Engaged Learning: A Guide for Faculty and Staff. Sterling, VA: Stylus Publishing, 2023.

Moore, Jessie L. 2021. “Key Practices for Fostering Engaged Learning.” Change: The Magazine of Higher Learning, 53(6): 12-18. https://doi.org/10.1080/00091383.2021.1987787

This article has its roots in a discussion I had with an Ecampus intern about going on the job market. This intern is working in an academic technologies role at a higher ed institution already, but also getting the Instructional Design certificate here at OSU. It was my first time thinking about what the growth of instructional design certificate and degree credentials means for all instructional designers. Very few of the instructional designers I’ve met and worked with here or at my previous institutions actually have degrees in instructional design, including myself. The field of instructional design emerged out of a specific institutional and educational need in higher education and corporate education, which makes for an ever-growing, ever-changing, but always innovative membership. How do we, as a field, continue to be inclusive of all instructional designers, regardless of their academic or educational backgrounds? 

One potentially positive fact is that academia moves very slowly, so we have some time to strategize. Instructional design is still an emerging speciality within higher education, with each institution classifying that role differently, and providing that role with different levels of support. Some institutions, even today, do not have any instructional designers. Current research indicates that this must change. One of the best sources of data about the field of instructional design in higher education and instructional designers is the Changing Landscape of Online Education (CHLOE) Project. The participants in the CHLOE survey are “the senior online officer at each participating institution.” This survey pool recognizes the variance in organizational structures at different institutions by focusing on the COO’s purview. In the 2019 CHLOE 3 survey, it was reported that the median number of instructional designers employed at 2-year colleges, and public and private 4-year institutions, was four, regardless of enrollment or institution size. In CHLOE 7, one of the conclusions was that “insufficient instructional design staffing may be one of online learning’s most serious long-term vulnerabilities,” with only 10% of Chief Online Officers surveyed describing their ID capacity as sufficient for their current needs, and only 3% believing they would be able to meet anticipated need. 

These findings signal that universities should be moving towards a significant fiscal investment in hiring instructional designers. Joshua Kim wrote a few key takeaways from the CHLOE 7 in CHLOE 7: The Present and Future of Instructional Design Capacity. Kim predicts that universities will need to not only hire more instructional designers, but that these roles will need to be hybrid or remote to attract the post-pandemic workforce. In addition to hybrid and remote options, Kim posits that, “Forward-thinking universities may find that they need to start offering star non-faculty educators the same recognition and incentives that have long been necessary to recruit and retain star tenure-line faculty.” But what does this mean for instructional designers? How would an instructional designer even be able to become identified as a “star” within the field or even at a specific institution? 

Understanding Branding for Faculty and Non-Faculty Educators

Circling back to my initial inquiry about what instructional designers can do to ensure the field stays inclusive, I believe an individual enterprise will have a collective impact that will benefit the largest number of people: personal branding. In What’s the Point of a Personal Brand? Executive coach Harrison Monarth uses the story of his client, Mike, to illustrate how important it is for employees to think about how personal branding is now a strategy for gaining visibility within organizations, and that visibility is now a key component when employers are thinking about promotion. Monarth observes that “In high-performing organizations, at certain levels, everyone is exceptional. To clearly differentiate your value and what you bring to the table, you need to do more than have a good reputation. You need to have an outstanding personal brand.” Having a brand isn’t the same thing as being a celebrity, although I think many would agree that there are celebrities in every field, even instructional design. 

Creating a personal brand is a successful career strategy outside of the corporate world as well, and one of the fields that is encouraging faculty to think about branding is not, as one might think, business but medicine. In 2019, the Academic Medicine blog published Knowing Your Personal Brand: What Academics Can Learn From Marketing 101, the purpose of which was to persuade medical professionals that a brand identity can be empowering. According to the article,

[K]nowing one’s academic brand can (1) help faculty members approach projects and other responsibilities through the lens of building or detracting from that brand, (2) provide a framework for determining how faculty members might best work within their institutions, and (3) help faculty members better understand and advocate their own engagement and advancement.

Although this article specifically speaks to and about academic teaching faculty, Instructional designers at institutions are often placed in the professional faculty role, along with librarians or program directors, and have many of the same professional demands on their job descriptions. As former faculty, I can attest that both of my careers have included independent  research, departmental service, and conference or publication responsibilities. 

Finding Your Personal Brand

If a brand is defined as opinions that people have about you based on your work, it is important to be self-aware, and intentional about the work that you do. Creating your brand can be a difficult task if, like me, you have a variety of experiences and interests. It requires self-reflection about one’s accomplishments and body of work as a whole, and the need to generalize what are sometimes very disparate activities. In Using Your Personal Mission Statement to INSPIRE and Achieve Success, an article published in Academic Pediatrics, the official journal of the Academic Pediatric Association, the authors describe a framework for building a personal mission statement (INSPIRE):

  • Identify Your Core Values
  • Name the Population You Serve
  • Set Your Vision
  • Plan How You Will Achieve Your Vision
  • Identify Activities That Align With Your Mission
  • Review, Revise, and Refine Your Mission Statement
  • Enlist Others to Help You Accomplish Your Mission

A slimmed down version of this same framework can be a helpful starting point for creating a brand identity. It enables you to identify your core values, name the population you serve, and identify activities that support those values and populations. But unlike a mission statement, this framework is best completed in reverse; a backwards brand design, if you will. (Sidenote: Instructional designers love to do things backwards). I call this framework SIFT:

  • Start with your experience and accomplishments
  • Identify keywords or topics
  • Frame your work and interests
  • Tie everything together

I believe that SIFT-ing has the potential to be a reflective process that will lead to a changing self-awareness of different types of instructional designers, for ourselves, and collectively. 

Start with your experience and accomplishments

The best place to begin is with your complete resume or CV. It might be tempting to start with the tailored version you used to get your last position, but you don’t want to limit your view to only things that you think are relevant to instructional design. I can trace some elements of my brand back to my undergraduate and graduate degrees. I also include my two years as a contracted captioner for 3play and Rev within the same brand. Finding a brand that encompasses all that you are will only be successful if you use the most complete picture of yourself.

Identify keywords or topics

Your brand is more than just the places that you’ve worked at, the committees you’ve served on, and projects you’ve worked on. To understand your brand, you should begin by identifying a perspective, or positionality, that informs the decisions you’ve made in the past, however unconsciously that might have been, and looks towards the future. Keywords can be a useful next step, but you will want to avoid the potential to find yourself trapped within categories! In a field like medicine, there are already established research interests and specialties. As a field, instructional design hasn’t reached the point of specialization, but we are trending towards accepting that there are too many topics that fall under the broad umbrella of instructional design for everyone to be experts in everything. For example, the Quality Matters Instructional Designers Association has 21 expertise categories that you can select from when joining the association that others can use to find you to connect with you. 

A screencapture of the list of categories from the QM IDA website
A screencapture of the list of categories from the QM IDA website

When I first joined the QM IDA, I didn’t know what boxes to check, or even what some of these categories were. And since they are presented without explanation, the criteria for self-identification are unclear. I can check almost all of these boxes as things I have experience in—with the exception of K12 and the Continuing and Professional Education Rubric, but is experience the same thing as expertise? It might be my imposter syndrome talking, but I am more inclined to identify with interests than areas of expertise. (Sidenote: I still haven’t checked any boxes.) 

Frame your work and interests

I hadn’t noticed a pattern to my interests while I was doing them, but by reflecting on my professional journey, I realized that I could trace one interest all the way back to my undergraduate honors thesis, through to my current career as an instructional designer. I’ve always had an interest in communities and the community spaces they inhabit—especially if they are online. Community doesn’t appear on QM’s list of categories, but it is the lens through which I approach many of the categories on that list. Accessibility, Computer-Based Learning, Distance Education, Hybrid instruction/Design, LMS, Multimedia Creation, Problem-Based Learning—all of these categories need to address questions of community by addressing inclusivity, access, equity, and authentic student-student and student-teacher interactions. Community is the keyword I use to frame my research interests and approach to instructional design, in all of its various forms.

Tie everything together

If you go to my LinkedIn profile, you’ll see that I have “Humanities girl in an instructional technology world” as my headline. That’s my brand. You might notice that it does not include “instructional design” or “community.” But at the same time, by labeling myself a humanist, I am evoking the words associated with humanities and humanism–things like communities, kindness, compassion, human potential, and the arts. Technology is often viewed either as the savior of humanity, or its destruction. In reality, of course, it’s both. By framing myself as a humanist working with technology, I am clueing people in that my perspective on technology will incorporate potential negative impacts for people. The playful nature of the headline i.e. using “girl” to rhyme with “world” also reveals my personality. Compare this headline with something like, “I am interested in humane approaches to technology used in education.” It’s true, but it doesn’t tell you about me as a person outside of my interests. 

Being “On Brand”

To declare a brand is not to limit your interests, nor should it be criticized as promoting a non-interest in other topics. Another observation from Kim is that instructional designers are likely very busy, and overstretched. In his words, there is “a significant mismatch between institutional demand for instructional design services and the available supply.” To avoid burnout, instructional designers need to be strategic with the projects they commit to. A brand can also help you be selective about which conferences you attend, or committees you serve on. Being “on brand” can be a way of focusing your energy, and also a touchstone of your identity. 

Using the SIFT framework, you can reflect on your professional values, and your professional goals. One of my colleagues in the field is an accessibility expert, and gets called in to consult on all things related to accessibility in addition to her daily work as an instructional designer. She recently became a certified Accessibility Professional with the IAAP, and this credential is visible on her LinkedIn profile as an emblem of her brand. Knowing her brand allowed her to appeal to her institution to allow her this opportunity that enriches not only her own skillset, but the prestige of her institution by having an IAPP certified accessibility professional on their staff. In that sense, personal branding can also help institutions build diverse departments that are teams of specialists.

To return to the three benefits of branding for faculty outlined in the Academic Medicine article, knowing my brand helps me decide where to devote my limited bandwidth by pursuing professional activities that are “on brand” for me. I can also use my brand to search for specific opportunities that will build my brand, even if those fall outside the typical skillset of instructional designers. However, moving towards a “branding” mindset also benefits my colleagues, who are equally, individually, uniquely talented, and should be recognized for their specialties and allowed to follow their passions, rather than be constrained to their job duties. As instructional design teams at universities grow, having a team of specialists can also help alleviate burnout by allowing people to play to their strengths. This can ensure that instructional design remains a space where all career pathways are valid and not contingent on specific credentials.

References

Borman-Shoap, Emily, Li, Su-Ting T., St Clair, Nicole E., Rosenbluth, Glenn, Pitt, Susan, and Michael B. Pitt. Knowing Your Personal Brand: What Academics Can Learn From Marketing 101 Academic Medicine 94(9):p 1293-1298, September 2019.

Kim, J. CHLOE 7: The Present and Future of Instructional Design Capacity InsideHigherEd (2022)

Li, Su-Ting T., Frohna, John G. and Susan B. Bostwick. Using Your Personal Mission Statement to INSPIRE and Achieve Success View from the Association of Pediatric Program Directors 17(2): p107-109, March 2017.

Monarth, H. What’s the Point of a Personal Brand? Harvard Business Review (2022)

Uranis, J. Definition Update: Chief Online Learning Officer (COLO) (2023)

“Belonging is a universal human need that is fundamentally linked to learning and well-being. It describes an individual’s experience of feeling that they are, or are likely to be, accepted and respected as a valued contributor in a specific environment.”           

Structures for Belonging: A Synthesis of Research on Belonging-Supportive Learning Environments
image of Maslow's pyramid of needs

Maslow’s Hierarchy of Needs is a helpful framework when discussing belonging, which falls in the middle, at level three, just above the basics for survival (level one: air, water, food, shelter) and safety (level 2: health, employment, family, security). 

Image from Wikimedia Commons

Have you heard the word belonging recently in reference to students and employees? At OSU, it seems to be popping up frequently in conversations and discussions, onboardings and trainings, online and off, becoming a buzzword for those concerned with teaching and learning, recruitment and outreach, employee satisfaction, and student success, and has become a focal point of our ongoing efforts towards diversity, equity, and inclusion. This increased focus on the concept of belonging at OSU is reflected in the university’s 2018 Innovate & Integrate: Plan for Inclusive Excellence, and is echoed by the 2021 Oregon Department of Education’s passing of the Every Student Belongs rule, which states, “It is the policy of the State Board of Education that all students, employees, and visitors in public schools are entitled to learn, work, and participate in an environment that is safe and free from discrimination, harassment, and intimidation.” These initiatives reflect a growing understanding that traditionally prevailing systems of power have historically marginalized certain groups and excluded them from many realms of life, including education, and prioritize a commitment to changing the status quo explicitly and with intention. 

At Ecampus, belonging is an area of active study, and our effort to extend the feeling of belonging to our online students is an important part of our mission, vision, & values and our own Inclusive Excellence Strategic Plan’s goals. We realize that our Ecampus students come from a wide range of backgrounds, seek online learning for a variety of reasons, and comprise higher numbers of students from historically marginalized backgrounds, and thus, combined with the nature of online learning, can feel increased isolation and less of a sense of belonging than their on-campus peers. 

What is belonging and why is it important?

Belonging is a complex, multi-layered, and changeable quality that is nonetheless very important for student success. Maslow’s Hierarchy of Needs places belonging in the category of psychological needs, just above the basic needs including food, water, air, safety, and shelter. While there are many definitions, the concept of belonging generally encompasses feeling safe, appreciated, welcomed, valued, and respected in a given situation. Humans learn to search for and interpret signals that they belong or do not belong when entering into new situations or contexts. Marginalized groups have had to learn to be cognizant of where and when they could expect to be excluded and on the alert for cues signaling such. Traditionally, educational institutions have been places of exclusionary practices, often closed to large groups in both policy and practice. Students from marginalized populations, facing this problematic history of exclusion, may be looking for signals and signs that indicate the extent to which they are valued and respected as members of the school community. Students may not be sure they will be accepted in institutions, departments, courses, and other school environments and may be consciously or unconsciously searching for such clues as reassurance that they do, in fact, belong. 

Belonging is important for student success because it conveys a host of positive benefits and is a crucial aspect of educational accomplishment. When students find welcoming, inclusive attitudes, see others like themselves being accepted and thriving, and are made to feel safe, protected, supported, and valued, their sense of belonging increases, which in turn allows them to relax and be confident sharing more of their full selves. Students who have a strong sense of belonging show increased academic performance, better attendance, persistence, retention, and motivation, and less likelihood of dropping out. Dr. Terrill Strayhorn, Professor of Urban Education and Vice President for Academic and Student Affairs at LeMoyne-Owen College, in his book College Student’s Sense of Belonging, concludes that “deprivation of belonging in college prevents achievement and wellbeing, while satisfaction of college students’ sense of belonging is a key to educational success for all students.” 

In education, as in our society at large, belonging is often related to larger systems that privilege and prefer certain groups and their ideas, beliefs, and ways of being. Those whose race, ethnicity, sexual identity, gender, class, indigeneity, language, or ability are not of the majority are especially likely to be anxious and “on alert” to othering, exclusion, bullying, and stereotyping. This can have dramatic negative short and long term effects, including lowered cognitive capacity, increased stress, and reduced persistence and achievement. Students who lack a sense of belonging may feel uncomfortable in class or group work, unable to concentrate, and may experience self-consciousness and worry, which makes it that much more difficult to attain higher-level needs such as self-confidence, recognition, respect, fulfillment, and achievement. When students face active discrimination, bullying, or other forms of harassment, they may become depressed, choose to disengage, drop courses, or discontinue studying. With such dire consequences, taking the time to understand and assist in ensuring all OSU students are made to feel welcomed and accepted is well worth the effort. 

Why do online students sometimes feel less of a sense of belonging? 

There are many contributing factors to the disparity between online and traditional students’ development of a sense of belonging, starting with the very nature of the modality in which they study. Students living and studying on campus often have more frequent contact with instructors, campus staff, and other students, both structured and impromptu, providing opportunities to build relationships that can enhance their sense of community and belonging. The pacing of on-campus courses tends to be predictable, with regular meetings during which students often have the chance to ask questions (and receive answers quickly) and get to know fellow students and instructors. Instructors have dedicated class time to review important concepts, check understanding, and provide opportunities for students to get to know them and their fellow students. The traditional on-campus experience is geared towards taking a diverse group of students and building a cohesive community in many ways- students have a wide array of support services available to them, many activities, sports, and clubs they can join, and have a host of opportunities to participate in the rich culture of OSU and in academic and social communities, most of which are easily accessible on campus. Indeed, the very nature of on-campus learning seeks to provide a community for traditional students, many of whom are young and leaving their own homes and communities for the first time.

In contrast, Ecampus courses are asynchronous, featuring no scheduled meeting times, as our students live around the USA and the world. While this format allows for increased access for students who cannot attend in person, the lack of face-to-face interaction can make it difficult for both students and instructors to make personal connections. Unless their courses are carefully designed to provide chances for interaction, conversation, collaboration, and community building, online students may not often interact with their instructors or peers. Online students can experience feelings of isolation, loneliness, and disengagement, which can greatly affect their sense of belonging as an OSU student as well as their success and performance. 

Complicating things even further is the tendency to experience digital miscommunication, the concept that humans are less able to infer tone, underlying sentiment, and in general not understand nuance when communicating by text and online, to some extent due to the lack of context and/or visual clues one gets when interacting face to face. A 2016 literature review on the topic of establishing community in online courses found digital communication to be a consistent issue, noting “…the absence of visual meaning-making cues such as gesture, voice tone, and immediate interaction can frustrate students and lead to feelings of isolation and disconnectedness in an online classroom” and recommended that instructors who teach online learn the nuances of these different communication needs. 

It must be noted that some online students, who may be older, working full or part time, caring for family, or otherwise already leading (sometimes overly) full lives do not particularly want or need the sense of community that younger traditional students may seek out from their university. They may have little time to devote to community building and little interest in superfluous interaction, shying away from an increased social burden they may not have time and energy to fully commit to. Since we cannot know in advance the detailed makeup of our student body, planning with an assumption that creating belonging is an important aspect of our approach serves online students best.

Stay tuned for Part 2: What can we do to help? for research-based strategies you can use to improve belonging and inclusion.


Sources

Ally for Canvas | Learn@OregonState

Belonging and Emotional Safety – Casel Schoolguide 

Building Inclusivity and Belonging | Division of Student Affairs

College Student’s Sense of Belonging

Creating a Safe and Respectful Environment in Our Nation’s Classrooms 

Cultural Centers | Oregon State University

Decades of Scientific Research that Started a Growth Mindset Revolution

Ecampus Essentials – Standards and Principles – Faculty Support | Oregon State Ecampus | OSU Degrees Online

Establishing Community in Online Courses: A Literature Review 

Growth Mindset in the Higher Education Classroom | Center for Learning Experimentation, Application, and Research

Innovate & Integrate: Plan for Inclusive Excellence | Institutional Diversity 

Mission, Vision and Values | Oregon State Ecampus | OSU Degrees Online

Online Teaching Principles – Standards and Principles – Faculty Support | Oregon State Ecampus | OSU Degrees Online

Oregon Department of Education 

OSU Search Advocate Program

Peer Mentor Program | TRiO | Oregon State University

Social Justice Education Initiative 

State of Oregon Diversity, Equity, and Inclusion Action Plan

Student Academic Experience Survey 2022

The UDL Guidelines

Update Syllabus – Term Checklist and Forms – Faculty Support | Oregon State Ecampus | OSU Degrees Online

Using a warmer tone in college syllabi makes students more likely to ask for help, OSU study finds | Oregon State University

Utilizing Inclusive and Affirming Language | Institutional Diversity

By Greta Underhill

In my last post, I outlined my search for a computer-assisted qualitative data analysis software (CAQDAS) program that would fit our Research Unit’s needs. We needed a program that would enable our team to collaborate across operating systems, easily adding in new team members as needed, while providing a user-friendly experience without a high learning curve. We also needed something that would adhere to our institution’s IRB requirements for data security and preferred a program that didn’t require a subscription. However, the programs I examined were either subscription-based, too cumbersome, or did not meet our institution’s IRB requirements for data security. It seemed that there just wasn’t a program out there to suit our team’s needs.

However, after weeks of continued searching, I found a YouTube video entitled “Coding Text Using Microsoft Word” (Harold Peach, 2014). At first, I assumed this would show me how to use Word comments to highlight certain text in a transcript, which is a handy function, but what about collating those codes into a table or Excel file? What about tracking which member of the team codes certain text? I assumed this would be an explanation of manual coding using Word, which works fine for some projects, but not for our team.

Picture of a dummy transcript using Lorem Ipsum placeholder text. Sentences are highlighted in red or blue depending upon the user. Highlighted passages have an associated “comment” where users have written codes.

Fortunately, my assumption was wrong. Dr. Harold Peach, Associate Professor of Education at Georgetown College, had developed a Word Macro to identify and pull all comments from the word document into a table (Peach, n.d.). A macro is “a series of commands and instructions that you group together as a single command to accomplish a task automatically” (Create or Run a Macro – Microsoft Support, n.d.). Once downloaded, the “Extract Comments to New Document” macro opens a template and produces a table of the coded information as shown in the image below. The macro identifies the following properties:

  • Page: the page on which the text can be found
  • Comment scope: the text that was coded
  • Comment text: the text contained in the comment; for the purpose of our projects, the code title
  • Author: which member of the team coded the information
  • Date: the date on which the text was coded

Picture of a table of dummy text that was generated from the “Extract Comments to New Document” Macro. The table features the following columns: Page, Comment Scope, Comment Text, Author, and Date.

You can move the data from the Word table into an Excel sheet where you can sort codes for patterns or frequencies, a function that our team was looking for in a program as shown below:

A picture of the dummy text table in an Excel sheet where codes have been sorted and grouped together by code name to establish frequencies.

This Word Macro was a good fit for our team for many reasons. First, our members could create comments on a Word document, regardless of their operating system. Second, we could continue to house our data on our institution’s servers, ensuring our projects meet strict IRB data security measures. Third, the Word macro allowed for basic coding features (coding multiple passages multiple times, highlighting coded text, etc.) and had a very low learning curve: teaching someone how to use Word Comments. Lastly, our institution provides access to the complete Microsoft Suite so all team members including students that would be working on projects already had access to the Word program. We contacted our IT department to have them verify that the macro was safe and for help downloading the macro.

Testing the Word Macro       

Once installed, I tested out the macro with our undergraduate research assistant on a qualitative project and found it to be intuitive and helpful. We coded independently and met multiple times to discuss our work. Eventually we ran the macro, pulled all comments from our data, and moved the macro tables into Excel where we manually merged our work. Through this process, we found some potential drawbacks that could impact certain teams.

First, researchers can view all previous comments made which might impact how teammates code or how second-cycle coding is performed; other programs let you hide previous codes so researcher can come at the text fresh.

Second, coding across paragraphs can create issues with the resulting table; cells merge in ways that make it difficult to sort and filter if moved to Excel, but a quick cleaning of the data took care of this issue.

Lastly, we manually merged our work, negotiating codes and content, as our codes were inductively generated; researchers working on deductive projects may bypass this negotiation and find the process of merging much faster.

Despite these potential drawbacks, we found this macro sufficient for our project as it was free to use, easy to learn, and a helpful way to organize our data. The following table summarizes the pro and cons of this macro.

Pros and Cons of the “Extract Comments to New Document” Word Macro

Pros

  • Easy to learn and use: simply providing comments in a Word document and running the macro
  • Program tracks team member codes which can be helpful in discussions of analysis
  • Team members can code separately by generating separate Word documents, then merge the documents to consensus code
  • Copying Word table to Excel provides a more nuanced look at the data
  • Program works across operating systems
  • Members can house their data in existing structures, not on cloud infrastructures
  • Macro is free to download

Cons

  • Previous comments are visible through the coding process which might impact other members’ coding or second round coding
  • Coding across paragraph breaks creates cell breaks in the resulting table that can make it hard to sort
  • Team members must manually merge their codes and negotiate code labels, overlapping data, etc.

Scientific work can be enhanced and advanced by the right tools; however, it can be difficult to distinguish which computer-assisted qualitative data analysis software program is right for a team or a project. Any of the programs mentioned in this paper would be good options for individuals who do not need to collaborate or for those who are working with publicly available data that require different data security protocols. However, the Word macro highlighted here is a great option for many research teams. In all, although there are many powerful computer-assisted qualitative data analysis software programs out there, our team found the simplest option was the best option for our projects and our needs.

References 

Create or run a macro—Microsoft Support. (n.d.). Retrieved July 17, 2023, from https://support.microsoft.com/en-us/office/create-or-run-a-macro-c6b99036-905c-49a6-818a-dfb98b7c3c9c

Harold Peach (Director). (2014, June 30). Coding text using Microsoft Word. https://www.youtube.com/watch?v=TbjfpEe4j5Y

Peach, H. (n.d.). Extract comments to new document – Word macros and tips – Work smarter and save time in Word. Retrieved July 17, 2023, from https://www.thedoctools.com/word-macros-tips/word-macros/extract-comments-to-new-document/