Laboratory learning, classroom learning: Looking for convergence/divergence in biomedical engineering Wendy C. Newstetter Department of Biomedical Engineering Nancy J. Nersessian, Elke Kurz-Milcke College of Computing Georgia Institute of Technology Kareen Ror Malone Department of Psychology University of West Georgia Tel: 404-385-2531 Email: wnewstet@bme.gatech.edu Abstract: We investigated a biomedical engineering (BME) research lab and a BME undergraduate research course. In this paper we discuss how these sites diverge (e.g. the lab is action centered, the classroom conceptual) and converge (e.g. knowledge is distributed among people in both). We use the concept of transferability to develop rich accounts of learning in these two contrasting sites. Keywords: Cognitive Science, distributed learning environments, science education, learning communities 1. Introduction In the many attempts to improve science learning and instruction, researchers have looked to real world science settings for models of what students should learn and what they should do in classrooms. Some have identified the reasoning and problem-solving strategies employed by disciplinary experts and then developed forms of cognitive apprenticeship that would foster such cognitive strategies in learners (Collins, Brown, & Duguid, 1989; Roth & Bowen, 1995). Others have looked at the activities that drive research in science such as inquiry, experimentation, argumentation and designing, and asked learners to engage in similar activities (Cognition et al., 1992; Herrenkohl, Palinscar, DeWater, & Kawasaki, 1999). Still others have derived implications for educational environments from observing and describing how tools and representations are used in laboratory settings (Kozma, Chin, Russell, & Marx, 2000). In all such endeavors, salient aspects of practice are abstracted from the real world laboratory, where the work of the scientist occurs, and then re-enacted in the instructional setting –in hopes of improving learning. The laboratory serves as the sending context and the classroom as the receiving context. Best practices from the first are abstracted and then re-enacted with various types of support in the second. Even though the goal is a kind of convergence between sites, the re-enactment never fully replicates the original. The laboratory is understood to be the ideal, while the classroom is at best only an imperfect copy. Such experiments c an be construed in part as seeking a relationship of generalizability between sites characterized by a unidirectional transfer of variables. The underlying generalizability argument seems to go that if certain science practices in labs (variables) lead to success then replacing traditional classroom practices with those from the lab will likewise ensure learning success. So the relationship between sites resides in the variables that hold across the two contexts. In contrast to this conception of the relationship between classrooms and real world science settings, we subscribe to a different one, one which holds that both environments though different offer a certain parity. This parity derives from differing but locally legitimate goals emerging within the context and the situated responses to those goals. Our position offers the possibility of a different kind of trans-site traffic, transfer which is bi-directional rather than unidirectional. Either site could serve as the sending site or the receiving site. Either site could benefit from developing knowledge in the other. Such a framework subscribes to the notion of transferability (Lincoln & Guba, 1985) rather than generalizability. Lincoln and Guba define transferability as “a direct f unction of the similarity between the two contexts, what we shall call “fittingness”. They go on the describe fittingness as the “degree of congruence between sending and receiving contexts”(p. 124). This notion differs from generalizability in its explicit incorporation of the effects of context. Thus, both sites in the transfer situation need to be fully described and understood in order to determine phenomena that transfer across the two sites. Generalizability, as a matter of abstraction does not depend on the particular features and specific nature of the sending and receiving sites, only the variables. The sites need only be part of a known population of contexts that constitute a representative sample. In our study of thinking and learning in the relatively new discipline of biomedical engineering we are developing “thick description” (Geertz, 1973) in two contexts for learning—a tissue engineering research laboratory and an introductory undergraduate BME course that uses a Problem-based Learning (PBL) approach. We want to investigate the degree of fittingness revealed through instances of congruence and disjuncture in practices across these two contexts. In so doing, we believe there is an opportunity to better understand and improve learning in both places. 2. Learning in an interdiscipline Biomedical engineering may have begun as a multidisciplinary activity, where researchers from different communities collaborated towards a common goals and cross-trained as they worked on a problem, but it is moving rapidly towards a synthesis that we refer to as an interdiscipline. In the Postscript to the 2 nd Edition of The Structure of Scientific Revolutions, Thomas Kuhn (Kuhn, 1962) introduced the notion of a “disciplinary matrix” as a way of capturing salient aspects of scientific practice that we find useful. A disciplinary matrix comprises: 1) symbolic generalizations, which specify the laws and definitions of a theory; 2) shared commitment to beliefs, which include those about the ontologies and models; 3) shared exemplars, which include the paradigmatic examples and methods provided to students in textbooks and laboratory exercises; and 4) shared values - such as “quantitative products are better than qualitative” or “theories should be simple” or “theories should have social utility or - not,” which function to provide a sense of community. The notion of an interdiscipline is meant to capture the phenomenon where these aspects of two disciplinary matrices become melded to an extent that that new ways of thinking and working have evolved. The resulting scientific practice can be understood as a hybrid of discourses, activity, representations and ways of working. One of the objectives of our research is to investigate whether true members of an interdiscipline continue to struggle with the possible contradictions or tensions that exist between two communities of practice. 3. Transferability as a methodological construct Studies of learning, in both experimental laboratories and more natural settings, normally seek to identify findings that are generalizable from one site to other sites exhibiting similar populations and constraints. In the last two decades, however, researchers from various disciplines have begun to compare learning in and out of school settings, sites that are very different both in terms of population and constraints. Lave (Lave, 1998) in her study of everyday problem-solving illustrated how mathematical reasoning strategies stressed in school settings did not carry over into everyday settings like supermarkets and kitchens. Resnick (Resnick, 1987) likewise proposed four ways in which in-school learning differs from that found out-of-school and suggested reasons why it was important to pay attention to outdoor models of learning. In our study of biomedical engineering (BME) thinking and learning, we are building on that work by simultaneously conducting observational studies in two different contexts for BME learning: one clas sroom-based, the other laboratory-based. Rather than working from the notion of generalizability we are using empirical research to determine the degree of transferability (Lincoln & Guba, 1985) between a tissue engineering laboratory and a problem-based leaning (PBL) classroom. 4. Context I: The tissue engineering laboratory We began our investigation of reasoning and problem solving in the context of a Tissue Engineering laboratory in October 2001. Of particular interest to us in undertaking this study was the anticipated interplay/integration of engineering and biology reasoning and problem solving at a cognitive level. While engineering as a constellation of sub-disciplines is often characterized as engaging in abstraction and quantitative modeling, biology in contrast is frequently characterized as undertaking qualitative systems description. We wondered whether and how two such different approaches to work and problem solving are productively integrated or even reconciled in biomedical engineering laboratories. To find out, over the last six months we have been using a mixed methods approach combining ethnographic study of the current work in the laboratory with cognitive -historical analysis of the historical records to produce biographical trajectories for lab members, research problems, and lab technology. Both approaches aim to recover the salient representational, methodological and reasoning practices that have been developed there and in the field. The way they work in the laboratory The laboratory under study is one of many that comprise the NSF-funded Tissue Engineering ERC at Georgia Tech. All of these laboratories apply engineering principles and methods to the study of living cells and tissues for the eventual development of engineered biological substitutes. Our laboratory focuses mainly on vascular biological substitutes. Other laboratories in the Center target orthopedic substitutes. In each case, however, the challenges are the same. Biological substitutes as systems for the human body must replicate the functions of the tissues being replaced. This means that the materials used to “grow” these substitutes must coalesce in a way that mimics the properties of native tissues. It also means that the cells embedded in whatever material is chosen must also replicate the capabilities and behaviors of native cells so that the higher level tissue functions can be achieved. Moreover, the type of cells identified for embedding in the substitutes must be readily available and compatible with adjacent tissues. This requires a method for ensuring cell growth, proliferation, and production. Because the test bed for these activities cannot be the human body, biomedical engineers have to design facsimiles of that environment where the necessary experiments can occur at each of the levels identified. Finally there is the problem of scale-up. Once these tissue substitutes have been successfully engineered, the means for manufacturing large enough quantities to ensure a supply that can respond to hospital needs is a problem in itself. Whatever the focus of Tissue Engineering activity in the ERC, these are the questions that researchers must address. The interface between the constraints of doing biological work and applying an approach that is based on engineering marks every step of the learning process and the projects of the lab under study. To create biological substitutes (also referred to as models and grafts) cells are embedded on a scaffolding material. This process of seeding results in a “construct”, a first step in moving towards engineered tissues. But this first step involves numerous problems to be solved. The cells must come from somewhere—animals or humans. They must be grown in sufficient numbers to ensure that enough get embedded to create a construct. The scaffolding material needs to have properties that promote adhesion, appropriate distribution and proliferation. Once on the scaffold they need to develop properties that are human-like. And those cells need to behave in ways that support identified local and higher-level functions. To eventually be able to engineer these biological substitutes, BME experts have to answer many kinds of questions. One set of questions seem to revolve around the in vivo/in vitro distinction, a difference that is definitive of the interface between engineering and biological concerns. Which scaffolding material, fibrin or collagen will be better for embedding the cells? What contaminated the cells embedded on the construct? How can I improve the mechanical integrity of the collagen scaffolding? How can I enhance cell proliferation and distribution on the construct? How can I get the cells to seed on the scaffolding? How can I get the cells off the construct to investigate changed properties? We have developed a provisional typology of question types and an account of the problem solving strategies used to tackle these types of problems. Of particular interest to us are the tools or representations that mediate the process of problem seeing and solving. We have been trying to describe and articulate how each problem type is articulated, how it is then transformed, and the form of its re-presentation and the data that the new form feeds back. The reason that this transformative process is necessary is because the laboratory researchers must mediate the biological ends of their work through devices that are derived from the application of engineering. They cannot find immediate answers to their questions in the real site of question generation—the human body. One cannot try out various kinds of scaffolding in in vivo environments. To compensate for this, BME researchers use in vitro models or locally built devices, like bioreactors and flow loops, to screen and control specific elements they want to examine. So a goal for all the tissue -engineering laboratories is to optimize in vitro models so as to move closer and closer to in vivo situations. In doing so, they gain a better understanding of the in vivo context. At the same time, in vivo studies identify locales where engineers can do their work, problems where they can apply engineering analysis and quantitative and device modeling. That is why the in vivo/in vitro division/distinction is so much a part of the cognitive framework guiding practice in the laboratory. The way they learn in the laboratory Obviously the interdisciline of biomedical engineering depends upon disciplinary frameworks for both biology and engineering. Participation in the laboratories demands knowledge, skill and expertise in both the engineering and life sciences; however, the vast majority of students currently conducting research in the laboratories have been educated exclusively as engineers. The students’ encounters with the biological aspects of biomedical engineering occur in a very specific context through a particular modality. What most report that they initially experience as apprentices is what they refer to as the “biological side”. By this they mean the painstaking, methodical work that goes into growing and feeding the cells, transferring the cells to the constructs, using pipettes and sterile equipment and then removing the constructs from glass mandrels so they can conduct experiments on them. Mastering the time intensive steps is a major learning challenge. It requires physical dexterity, anticipation of movement, and planned action to avoid various kinds of contamination. Some of this is skill—eye hand coordination--and some is knowledge—knowing where to do each step—the sterile hood or the incubator, the order of the steps, the possible missteps that will ruin what has already been done. Thus, the first learning activity must refer to the biological nature of the material and the embodied nature of the practices to be learned and is observational. The undergraduate watches as the senior student-researcher grows the cells, seeds them and removes them. The gross steps are written down and kept in a book for anyone to use. It is however, the subtle aspects of the protocol—angling the hand in a certain way to avoid touching the side of the glass—that are not written down and which cause the most problems. The next step is for the learner to try the steps on her own. Often a laboratory member looks on and does moment-to-moment correction. There is bound to be failure and the rhythm of the learning is dictated by the complexity of the devices they are attempting to master, Novices characterize these protocols as “complicated” because “you have to focus on the moment” and you have to “think about things you can’t see.” Engineers have learned to grapple with things they cannot see, but this sort of invisibility and the recalcitrance of the biological side of things are different than the challenges faced by engineers. Errors can ruin an experiment and cost several weeks of work. When the learning involves very expensive equipment like the confocal microscope, the learner feels intimidated, less willing to take chances. So the learning steps and decisions are constrained by the types of equipment that come on board as the learner moves forward in the research activities. The rhythm of learning is dictated by the complexity of the “devices” they are attempting to master. Another problem laboratory novices experience is time. The researcher has to go with the rhythm of these experiments (“cells need to be fed on Saturday and Sunday”) something very new for undergraduates used to controlling activities to their own advantage. So learning to do this “biological work” is achieved and individually evaluated through growing participation in and understanding of the complicated protocols that prescribe the use of materials and the timing of various activities. Scaffolding for this kind of learning comes mainly from other laboratory members who are available to demonstrate procedures, answer questions, oversee procedures, or direct the learner towards resources. The learner-in-the-laboratory evaluates her own learning such that she either determines that she will watch someone else do the work, undertake this work with the help of a laboratory member, or do it alone. The challenges in this type of action-centered learning is that the steps being taken and learned are not well grounded in the higher level goals of the research in the laboratory. The undergraduate learners are very adept after 3 month in explaining “how” they do their work. They are much less able to explain “why” this work is important, where it fits in other types of activity in the laboratory and how it helps to drive forward a larger research agenda. They are most definitely learning at the procedural level but it is not clear that they are developing conceptual understanding to compliment and anchor the “how-to” knowledge. New Ph.D. students, although entering the laboratories with a greater amount of disciplinary knowledge, encounter similar difficulties. Again we see “engineering-heavy, biology-light” learners who also encounter the same problems of growing and seeding cells onto constructs. Like the undergraduates, they struggle with the biological side o f things. However, this encounter is further complicated when the student is charged with picking up where others left off. In the laboratories we have investigated so far, we find the PI gives students projects rather than their identifying problems for themselves. As a result, they are often expected to pick up and carry on with a path of work started by a former or soon-to-graduate student. It is common for the “tools” of that line of research to be passed on to these new Ph.D. students. In one case, a bioreactor designed by a recently graduated Ph.D. student had been passed on to a student who had been in the laboratory only four months. In asking her to explain how this bioreactor worked and how it fit into the research the laboratory was undertaking, we found she had experienced several learning challenges. First there was the problem of the device itself. How did it work? How did the parts fit together? What could it do? This she could address by taking it apart and rebuilding it from the parts up. Then there was the next step of understanding how this device would fit into her research. This was something she was struggling with. Of particular interest to us was her observation that she “had trouble relating to the way he used to work with it”. This reflection indicated to us the situatedness of each of the devices in the laboratory. BME researchers, assistants, and students, have biographies that become part of the laboratory history; similarly, the multiple and diverse objects that are manipulated and transfigured in the BME laboratory. The biographies of these objects have to be told on multiple levels, including their physical shaping and re-shaping, their changing contribution to the models that are developed in the BME laboratory at any particular time, and the concepts that dominate the research activity. Learning the device is learning its biography—how it came about, how it has evolved and how it currently works as a knowledge-making device in the laboratory. This takes time and requires growing membership in the practices of the laboratory. Overall learning challenges in the laboratory include the following 1. The construct production protocols that are the bedrock of TE are hard to learn from a procedural perspective. 2. Engineering students find this work complicated and different from what they are used to. 3. Learning happens incrementally, on-demand and just-in-time. Laboratory members apprentice newcomers to the practices but not to the larger goals. Knowledge is distributed in diverse and complex ways across the people, devices, texts and other kinds of representations in the laboratory. 4. Laboratory members design and iteratively rebuild devices to conduct in vitro experiments. Devices, their design, and use are highly contextualized. Learning them involves learning their construction, their functions and their utility in a larger research program and their evolution within it. 5. Learning in the laboratories is compartmentalized into biology learning and engineering work. Knowledge is not hybridized but rhythmically paced such that some phases are biology-driven and other engineering-driven. 5. Context II: BMED 1300 For the two introductory courses in the undergraduate biomedical engineering curriculum, BMED 1300/2300, the BME Department at Georgia Tech has adopted a model of learning and a set of educational practices that have been used in medical education for more than a decade. Referred to as Problem-based Learning or PBL, this approach draws on constructivist pedagogy, which assumes that learning is t he product of both cognitive and social interaction arrived at through authentic problem solving. Faculty members in this new department have the explicit goal of creating practitioners of an interdiscipline from the outset, to obviate the need for the multidisciplinary cross training. They recognize not only the complexity of learning in this interdiscipline, but also the inadequacy of traditional engineering classroom configurations of lectures and limited discussions for developing the kinds of biological and engineering knowledge that complement each other. For that reason, the department has decided to bring students into the field with a first course that forces them to engage immediately with big problems in BME. As an environment for learning, the PBL classroom has five goals: the construction of useful BME knowledge, the development of BME-specific reasoning strategies, the development of effective self-directed learning strategies, increased motivation for learning and improved collaboration skills. The classic PBL version used in medical education utilizes rich medical problems, which support free inquiry. This freedom encourages student-directed learning and increased learning motivation (Barrows, 1985; Hmelo, 1998) Likewise students in BMED 1300 learn to apply engineering principles and reasoning strategies in the context of complex, open-ended problems in biomedical engineering. Problem designers on the BME faculty develop authentic problems that resemble those in the field. Student teams of eight tackle these problems over a three-week period with the facilitation of a tutor. They identify what they know that is useful in solving the problem. They identify areas for research and inquiry. They bring the fruits of their inquiry into the group to be used in tackling the problem. They practice using the reasoning strategies of engineers in moving forward towards a problem solution. At the end, the student teams create concept maps that articulate the content area of the problem and present their solutions to the other student teams for comparison and critique. The final product is of less importance than the problem-solving process and the knowledge building that have occurred. A sample problem is provided below. The U.S. Government has requested preliminary proposals for the design of a device that can detect the Ebola virus. The device should be designed so that it is able to respond to the presence of the Ebola virus as rapidly and with as much sensitivity as is possible and is capable of remaining functional for two weeks or more in the field. The design that best meets these criteria will be fully funded to complete the design of the device. The large biomedical engineering Company that you work for has decided to compete for funding for this project. The company’s strategy is to construct a mammalian-cell-based device that is capable of detecting the Ebola virus. Your team is responsible for developing the detection assay. Other teams will be responsible for implementing this assay in the field. You know that dying cells often lose their membrane integrity and release enzymes into the extracellular environment. Your team believes it should be possible to correlate the level of enzyme activity released by the cells with the concentration of Ebola virus that the cells are exposed to. 6. Divergence between sites As two very different contexts for learning, the research laboratory and the PBL classroom diverge in important ways. While learning in the laboratory is initially action-centered, PBL learning is concept-driven. Laboratory learners use their bodies to mediate the kinds of knowledge they are building---their hands to transfer cells, their eyes and noses to detect contamination. The PBL learner, in contrast, is using her mind to find avenues for problem structuring, for making sense of research articles and for figuring out what steps to take next. While the problem in PBL frames activity and sets the stage for student work from the top down, design and building on the laboratory bench top offer learning opportunities at many levels. Initially the overwhelming need is to master cell culturing steps from the bottom up. Soon they must master use of certain devices like the flow loop or the bioreactor. Learning device use happens at several levels. First there is assembly of a device like a flow loop piece by piece. How the device will be used to advance knowledge is learning at a totally different level. At these stages of learning, the laboratory mentoring system is critical. In the course of many dyadic interactions, the mentor apprentices her mentee to the various kinds of tacit and explicit knowledge that support her in moving her research program forward. While novice researchers are given laboratory research papers to read, these do not serve initially as learning scaffolds. Rather it is the intimate physical-interactional relationship with the mentor that develops as cell-culturing techniques develop that characterizes first learning steps in the lab. One PBL problem called for teams to develop a technique for increasing the supply of adult stem cells. In fact this is a problem about bioreactors and their design. To undertake such a design, students needed to develop a great deal of both biological and engineering knowledge. They needed to understand the mechanisms of the cell at very fine levels. They needed to understand how environments affect cell change. In the context of the problem, the groups shuttled back and forth between biology and engineering. This learning was not procedural or embodied, but conceptual. What was missing from the PBL environment was the stark specter of failure that haunts the laboratory learner. Failure in the laboratory tells the novice when her learning in not sufficient and cues her to go seek more knowledge. PBL in BMED 1300 offered no real accountability in terms of problem solution. There was not stark experience of faulty learning and as a result, faculty often commented that many of the solutions had serious flaws. As enacted, PBL did not offer students the action-centered, open-to-failure form of learning witnessed in the laboratory. And since this is where the streams of biology and engineering meet, this is not inconsequential. These forms of divergence begin to suggest possible enhancements to learning in both contexts. Laboratory learners could use help in understanding the problems they are tackling conceptually or from the top down. However, PBL learners would benefit from the possibility of failure as a instigator of iteratively deeper learning. 7. Convergence between sites Given the far-reaching differences between a university research laboratory where cutting edge discoveries are the goal and a freshman level introductory class, it was surprising to find significant instances of congruence. Laboratory learning depends on recognizing that knowledge is distributed across people, texts, devices, and other forms of external representation. Different laboratory members are repositories of different kinds of knowledge. Various people in other parts of the building like the histologist in the basement are other knowledge hubs. Novices soon learn to negotiate and work with this kind of distribution, asking help of the right people, and learning where the knowledge resides. This same kind of distribution also occurs in the PBL classroom. Some students have substantial biology knowledge having taken AP courses in high school. Others are strong in math skills and others in physics. The team soon learns who might have certain kinds of knowledge and uses that person as a resource. On certain problems, the PBL groups moved out of their groups and into the BME building, knocking on professor’s doors in search of an answer. They even talked on a conference call for more than an hour with the CEO of a company doing research on a device for destruction of cows contaminated with Mad Cow disease. One freshman at the end of the term commented on how the teaming of people with different skills and knowledge had been critical in the problem solving process and also worked towards developing an excellent team ethos. The just-in-time learning that dictates what gets taken up as critical in the laboratory was also seen in the PBL groups. Further, the shuttling between disciplines that is evident in the laboratory was evident in the class. Sometimes PBL teams foraged for a week in the life sciences, trying to understand cell metabolism. The next week they would be trying to understand quantitative glucose models from an engineering book. Classroom discourse would one day be dominated by nouns and descriptors of processes. The next day the discourse might be mediated by formulas and Greek symbols. Where they were in the problem dictated what they learned, the forms of discourse and the mediating languages. The need for agency in learning that determines success or failure in the laboratory is just as critical in the PBL classroom. In the first problems, students seemed able to only find resources on the Internet. Soon, they discovered the library on campus and the many resources there. Next they discovered the on-line journals and even started taking trips over to another university to the medical school library to really begin to wrestle with newly published studies. These moves were caused by impasses and beset with difficulties. Articles from medical journals are complex and jargon-laden. Freshman or new Ph.D. students, for that matter, have to struggle to understand this highly coded information. Agency in learning and obligation to the team, however, motivates students to push themselves but to also admit when they cannot understand. Knowing when to ask for help and knowing that help is available is something they learn in both contexts. 8. Conclusion The construct of transferability offers the possibility of developing rich accounts of learning in two contrasting sites. Instead of stripping away the context so as to isolate and then transfer variables, such an approach celebrates the uniqueness of context so as to identify the many possible supports for learning. Over the next two years we anticipate continuing to discover ways to describe, translate and enhance learning practices in both contexts of science learning—research laboratories and undergraduate BME classrooms. 9. References Barrows, H. S. (1985). 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We gratefully acknowledge the support of the National Science Foundation ROLE grant REC0106773 in carrying out this research.