The World's First Job Aid And How It Came About (The first, and perhaps last, in a series of NSPI historical vignettes.) By Donald Tosti (as told to Stephanie Jackson) Okay, so it's probably not the first job aid in history. No doubt there is one that's yet to be discovered by an archaeologist digging somewhere in Mes opotamia; however, this is the first one I know of that was done by an NSPI member. At the time, I was working for TMI (Teaching Machines Incorporated), the first and largest of the more than 400 or so programmed learning companies formed in the early 60s. In the spring of 1962 we negotiated a contract with Charles Goren to write a course called " Goren's Easy Steps to Winning Bridge." The assignment was given to me as chief program writer and editor. The only problem with that choice was that I had never played a game of bridge in my life. My co -programmer, Ed Reichert, had never played bridge either—but as we were good behavioral analysts we didn't let that get in our way. The first step was to find a Subject Matter Expert. Fortunately, Jim Evans—no mean analyst himself—had spent a considerable portion of his college career playing bridge. Unfortunately, he said it took a long time to learn, and there were lots of complex decision-making behaviors. Our two major analytic tools at the time were the stimulus-response behavior matrix and the flow chart. The complex series of discriminations involved in bidding seemed to be best suited to analysis through flow-charting. So we sat down with Jim Evans and worked out specific discriminations around each of the bidding decisions. This allowed us to break the very complex decision structure into a series of sub structures and to develop something that looked like a complete description of the opening bid. A similar process was used to chart responses to partner's bids, and then later, opening plays. 1 PERFORMANCE & INSTRUCTION AUGUST 1991 As we sat down to write self-instructional frames using our analytical flow charts, one of us said, "Why don't we just give the students the flow charts? They could act as mediators." This sounded li ke a great idea, as we contemplated the enormous amount of instructional writing ahead of us. We took our crude drawings to the art department and had them develop a series of full-scale flow charts. The only way they could do this was to create full-sized diagrams, which were reproduced on 24" x 24" photographic paper. Unfortunately, photographic paper has a tendency to curl a lot, so the charts came out in a series of rolls. Once we had our rolls of flow charts, we needed a test subject. We found one in my wife, who had just joined a bridge club and knew nothing about playing bridge. So, armed with the rolls of paper, she went off to her first evening of bridge. At first, it looked like a disaster. During each hand, she would pull out her papers, unroll them, examine the charts, examine her cards, and then make a bid. The initial reactions from her fellow bridge members were laughter, ridicule, and impatience. However, as the game progressed, people began to look over her shoulder at the charts. They liked the responses she was giving. How could anybody be this good so fast? By the end of the evening, they were all using the charts, holding the edges down with ashtrays so they wouldn't curl. On receiving this information, Jim Evans and I decided to build the course around the flow charts. The final version of one of these appears at the end of this tale. In those days there was no such term as job aids—we called them "paper mediators." At the time we were working on developing mediation techniques (a mediator is anything that intervenes between Chart 1 OPENING BIDS Deduct 1 pt for singleton K, Q, J 1 pt for doubleton Qx,Jx 28 or more pts? Assign .3 pts for void .2 pts for singleton PARTN ER 1 Yes 1 1 Yes Yes Are 4 s uits protected .and equally distributed, .containing 22-24 .high-card pts? 1 1 Yes No Are s uits e qua lly and . distributed, containing .25-27 high-card pts? 1 Yes No .protected ha ve 2 . quick .t r i c k s ? (optional opening) 14-21 pts? 22-24 pts? 25-27 pts? Yes Bid 2 of .l o n g e s t . suit and go .to game. Assign .4 pts for Ace .3 pts for King "Bid 3 NT.1 Is there NT distributio n w ith 16-1 8 . high-card pts? , Bid 1 of longest biddable suit. 0 Bid 1 NT 'Bid 2 NT.1 D o e s h a n d have . s t r o n g 5 card suit .and 26 pts, Check if . o n l y 1 trick to .ga me ? Does hand have .strong 6 -card .s u it . 2 3 p t s , . and lack onl y 1 .trick of game . ? Yes B id 2 o f t h a t S u it a nd go to game. No Does hand total 21 .pts with strong 7 -card suit and lack only 1 trick of game? 1 Yes No Bid 2 of that suit. And go to game Bid 2 of that suit a nd go to game. Bid 1 of a suit, .jump next bid .and go to game. Bid 1 of a suit, .jump next bid .and go to game. 5-12 pts with least a 6-card suit. containing 5 winning tricks? No Yes Are you . vulnerable? 1 Yes No Yes No- Bid 1of . longest suit. Can you take 7 or 8 tricks? 1 1 No Yes Yes No Pass! 'Pass Pre-e mp t at .4-level w i t h 8 . Pre -e mpt .at 3-level .with 7. Pre-e mp t at 4-level w i t h . 7 . Pre-e mpt .at 3-level .with 6. RESPONSES TO OPENING SUIT BIDS Chart 2 'Support only if game is in sight… Is Partner first opener? Count high-card pts and special distribution (dummy) pts. promote honors. D i d . Partner open 1 of a suit Did partner open ? N Yes .I 7 or more pts? No Yes 3 unbid suits protected, and at least 2 cards in partner's suit? No Yes No 19 or more pts? Yes No Yes 16 -18 high- card pts and 4-3-3-3 distribution..... yes.....0.1,Ju mp to 3 NT.' 13 -15 high- card pts Did partner open? bid in new suit) 13pt. 2 NT ( B u s t Response). With 6- card suit No Bid at least once in a new suit before D giving partner a strong raise. 17- 18 pts? Y e s . . o ..No y o best suit at • cheapest Bid [Ju mp ra ise part ner's suit to 3.1 No u level. N omore Bid new suit then bid at least one . before raising h o y o u h a v e a t time. 13- 16 pts? Y e s . . D game? part ner's s uit. la e a s t 1 p Least t …11…pt... . No Yes.. Trump .v 1 p osupport? …..No i n t . x y e s ____________ of trumps? ` D e No l Bid new suit before raising partner's s u i t 10- 12 pts? Y e s o ty best suit at cheapest D o y o u h a v e 5 t r u m p s YR a i s e a m a j o r suit Bid Y r a n d a singleton or void'? eto 4: level, then bid at least one o emore time. s a minor suit to 2. 6 9 pts? u . .. sm yo u have trump s uppo rt Yes-pass Yes 10-1Do No--Raise partne r's suit to 2. h p you have a biddable suit at the level of 16? Yes--bid suit at level of + 1. Do a v s you have 6-9… high-card pts? Do Yes Bid 1 NT e u No-pass p t rp o u m r p t ' s ? .b id yo ur bes t …suit once then ..2 NT Adequate trump support? Yes No… Count number of quic k tricks in your hand. Add 1 if partner bid 4 and 2 it partner bid 5.0) Add 1 in me yo u are vulnerable. Bid 4 NT, then 6 of pa r t n e r ' s suit w he n one Ace is miss ing, or 7 with all Aces. IBM 6 of that suit. 1 7 o r more? Yes No —Yes No Ra ise p a r t n e r 's suit. 5-ca rd s uit a nd 3 high-card pts? Yes No Bid strong suit Bid3 NT Ra ise . m i n o r - Yes 45? suit to 5. Raise a — Ye s Major suit to 4. No No Pass PERFORMANCE & INSTRUCTION AUGUST 1991 2 and response to help you recall the correct response). We were using mnemonic devices, pictures as mediators, and word/symbol/figure matrices. Flow charts are just one class of mediator. Most things can be presented in words, symbols, and/or figures. Lloyd Homme's "sources of strength" theory said that the more ways you presented something (multiple sources of strength) the better it would be recalled. So we used example mediators, chart mediators, cartoon mediators, pictorial mediators, equation mediators, and so on. They were quite effective. In fact, mnemonic devices, which are examples of verbal mediators, work better than job aids, which are basically visual mediators, for some situations. Just as there are rules for making good job aids, there are rules for developing good verbal mediators. Unfortunately, this is a bit of early NSPI technology that seems to have been lost somewhere along the line. (But not completely lost; an archaeologist specializing in the instructional technology of the 1960s has dug up a partial set of guidelines for using mediators which appears at the end of this article.) But on with the story. The bridge flow charts were eventually reduced in size and put into small booklets which didn't need to be unrolled. The course was completed, printed, and launched. As part of the launching activities, we had Charles Goren down for a large to-do at which we served many boiled shrimp (a consequence of Jim Evans' theory that you can never have too many boiled shrimp). A highlight of that evening was that Charles Goren consented to autograph a copy of the job aids, which he thought were very clever, though he never knew exactly who produced them. So, through a serendipitous act, our analytical tool became a teaching tool and an on-the-job aid. It allowed us, again, to demonstrate the power of mediators. It certainly appeared to be a lot faster to teach somebody how to use the charts than how to remember all those bid responses. But we never became famous 3 PERFORMANCE & INSTRUCTION AUGUST 1991 we put the course into a teaching machine format at about the time that the teaching machine movement had saturated itself. Eventually, TMI went under, and we all went on to other things. The moral of all this is that ideas live longer than programmed learning companies—and too much emphasis on hardware obscures the value of software. A Few Guidelines For Using Mediators (Found on a scrap of paper crumpled inside a dusty, dented teaching machine) 1. The stronger the mediator's "natural" link to the stimulus situation, the more easily it is recalled. 2. Double mediators (e.g., a picture with words) are usually more effective than single mediators. 3. The mediator should have a unique connection with the desired response. 4. If the desired response is a sequence, the mediator should also have a natural sequence. 5. Pictures are often very effective at making a "bridge" between the mediator and the response. About The Author Don Tosti has been active in basic and applied research in instructional methodology since the early 1960s. He is credited with originating the term "contingency management," and he participated in much of the early research in that reinforcement frame of reference. He was voted Outstanding Member in 1984. Address: Vanguard Consulting Group, 100 Larkspur Landing Circle, Suite 104, Larkspur, CA 94939.