Promoting Civic Competence through Problem-based History Learning Environments John W. Saye Auburn University Thomas Brush Indiana University Presented at the 3rd annual R. Freeman Butts Institute on Civic Learning in Teacher Education. May 18, 2003. Authors may be contacted at: sayejoh@auburn.edu; tbrush@indiana.edu Portions of this work were supported by grants from the National Endowment for the Humanities, Apple Computer, the Corporation for Public Broadcasting, Auburn University College of Education, and Indiana University College of Education. Promoting Civic Competence 2 Promoting Civic Competence through Problem-based History Learning Environments Abstract This paper presents a civic rationale for focusing pre-collegiate history study around enduring societal issues. We discuss the challenges that problem-based historical inquiry poses for teachers and learners. Finally, we describe and exemplify how a technology-supported learning environment can mitigate those challenges. The practice of responsible democratic citizenship requires formidable knowledge, abilities, and dispositions. Citizens must use these resources in concert to reason about the issues of democratic life. Numerous studies suggest that many Americans lack the civic capital necessary for an effective citizenry. To address these deficiencies, civic educators should attend more closely to the complex challenges associated with developing requisite citizenship resources. These challenges should focus our efforts in all social studies courses in the school curriculum. In this paper, we examine the challenges to civic reasoning and discuss a curriculum initiative, the Persistent Issues in History (PIH) Workshop, designed to address those issues in the study of history. Rationale for the PIH framework as a curriculum organizer for history Pre-collegiate history study has been promoted to achieve a wide variety of goals from developing national identity and patriotism to developing sophisticated understandings about the nature and practice of historical inquiry. We argue that history study must be more than either a bland recitation of celebratory stories or a rigorous exercise in interpreting texts and constructing Promoting Civic Competence 3 historical narratives. The first goal may produce unreflective jingoists with superficial historical understandings. Although the latter goal of disciplined inquiry has merit, school history has a broader mandate than reproducing academic history study. History remains the most commonly taught social studies course in the 6-12 school curriculum. To justify its prominence, pre-collegiate history study must contribute to democratic citizenship (Levstik & Barton, 2001). More precisely, it must promote civic competence: The ability to make informed and reasoned decisions for the public good as citizens of a culturally diverse, democratic society in an interdependent world (NCSS, 1994). We advocate a Persistent Issues in History curriculum framework that organizes pre-collegiate history study around fundamental, enduring questions that confront societies throughout time and across cultures. Such study should develop citizens who can critically weigh evidence and use knowledge generated from sound historical analysis to inform their decisions about these essential societal questions. The rationale for organizing history study around persistent societal issues arises directly from the need to prepare competent citizens (Massaro, 1993; Oliver & Shaver, 1966; Patrick & Vontz, 2001). A curriculum for developing civic competence must consider the nature of the society for which we prepare citizens. Our framework is based upon several assumptions about the nature of a constitutional democratic republic and the requirements for civic competence in such a society: (1) Democratic societies hold as their core value human dignity, the belief that all people are worthy of equal respect and treatment. (2) To protect human dignity, democratic societies must promote pluralism and freedom of choice. Promoting Civic Competence 4 (3) Pluralistic democratic societies are innately conflictual because different subcultures will see the “good” differently (Oliver & Shaver, 1966). (4) Because democratic societies are conflictual, democracy is never a finished project. It should not be taught as an accomplishment that simply needs protection and maintenance. Instead, democracy is an aspiration; “an ongoing, creative struggle to work out a way of living together fairly, freely, and equally.” It is a path that we try to walk together (Parker, 2001). (5) To walk the democratic path as adults, students need: (a) Meaningful encounters with the major recurrent public problems with which societies struggle, and (b) An analytical framework for examining the issues that must be addressed in arriving at defensible problem solutions. Thus, a concern for ethical issues guides us in conceptualizing a civically oriented history curriculum. Although we do not ignore chronology and context, we deliberately focus our attention on historical events and phenomena that raise persisting, fundamental questions about the social good. The applicability of this approach to organizing history study is most clear in U.S. history. Controversies about constitutional democracy permeate U. S. history from before the inception of the republic until the present. Massaro (1993) has noted, “our national constitutional tradition is one of perpetual struggle to balance multiple competing concerns.” These struggles persist not only because of competing subcultures but also because of inherent tensions between the fundamental values that comprise what has been called “the American Creed” (Myrdall, 1944; Newmann & Oliver, 1970) (Figure 1). By emphasizing carefully chosen critical episodes Promoting Civic Competence 5 in our nation’s history and the diverse perspectives that may be brought to the interpretation of these events, students confront the complexity of fundamental questions about constitutional democracy in historical contexts that demonstrate the persistent nature of these issues (Patrick, 2000). Figure 1. American Creedal Values. Related Values Efficiency Brotherhood Competition/ rugged individualism Cooperation American Creedal Values Charity Mercy 1. Worth & dignity of individual 2. Equality 3. Inalienable rights: Life, Liberty, Property, Pursuit of happiness 4. Consent of governed 5. Majority rule 6. Rule of law 7. Due process of law 8. Community & national welfare 9. Rights to freedom of: speech, press, religion, assembly, and private association Loyalty Competence and expertise Integrity of personal conscience Perseverance/ Hard work Honesty Nonviolence Compromise Adapted from Newmann & Oliver (1970). Although this approach is rooted in the mission to prepare democratic citizens, it may be applied to world as well as U.S. history study. Constitutional democracies hold no monopoly over persistent questions of how to live together in the world. Citizens across the world have faced issues such as when authority may be legitimately challenged and what is the most just way to distribute a society’s resources (Oliver, Newmann, & Singleton, 1992). In a recent effort Promoting Civic Competence 6 to conceptualize a curriculum for educating world citizens, scholars from a variety of cultures agreed on six ethical areas of concern that might focus a multinational curriculum. These included widely applicable values such as equity, justice, and privacy (Parker, Ninomiya, & Cogan, 1999). Furthermore, in an interdependent world, citizens of constitutional democracies must understand and make decisions about how they should interact with those who do not share their commitments. U. S. students will likely approach world affairs from a lens that privileges core principles and values of constitutional democracy. However, a determined effort to present multicultural perspectives should allow these assumptions about the good to be examined and debated in ways that promote deeper understandings about the motivations of actors in different places and times while also giving students a better grounded framework for making decisions in their own circumstances. In addition to the philosophical rationale for preparing competent citizens, pragmatic reasons exist for the PIH framework. Common approaches to pre-collegiate history have been ineffective for the majority of students. Most students remain disengaged with the subject and resist thinking seriously about the content. Test results attest to how little they retain from their coursework (e.g., Ravitch & Finn, 1987; Smith & Neimi, 2001). Currently, most history classrooms feature exposure to broad, superficial surveys of historical facts. Teachers work futilely to try to cover the widest possible swath of the past, and students see little purpose for -or relationships among -- the myriad facts and dates they are expected to absorb. The coverage approach leaves little time for thinking deeply about the meaning of any historical event, seeing connections across time, or engaging in “doing history”. However, given twice the time currently allotted to history, we could not fit all that is worth knowing into the history curriculum Promoting Civic Competence 7 (Newmann, 1988). Choices must be made about what is included, and some reasonable criteria for those choices must be provided. A focus on essential, persistent issues provides teachers with guidance in conceptualizing a cohesive course of study for the year and selecting content and activities for individual lessons and units. A persistent issues framework helps students see direction and authentic worth in their history study. Instead of “one damn thing after another(FitzGerald, 1979),” history gains context, continuity, and purpose as students wrestle with a fundamental issue in a given historical instance and connect that instance to its broader societal context in ways that deepen students understanding of the challenges of democratic life. Table 1 illustrates how the PIH framework might be used to focus history units of study. Promoting Civic Competence 8 Table 1. Sample Focus Questions for a PIH Approach to 6-12 History. Persistent Issue When are citizens justified in resisting governmental authority? What actions are justified in the interest of national or community security? When are nations justified in intervening in the affairs of other countries? What policies should the government pursue to promote social and economic justice? Representative Topics American Revolution English Civil War U.S. Abolitionist Movement Palestinian Intifada Native Americans Chinese Isolationism under the Ming Dynasty U.S. Labor Struggles Rise of Fascism U.S. WWII Homefront Policies Crusades War of 1812 Mexican War WWII Vietnam Reconstruction Rise of Big Business Irish Potato Famine New Deal Great Society Topic-Specific Issue Revolution: Were the colonists justified in revolting from Great Britian? Native Americans: Were European-American policies towards Native Americans justified? Mexican War: Should the U.S. be praised or condemned for its foreign policy towards Mexico? New Deal: What should the government do to protect the public interest in a free market economy? Rationale for PBHI as mode of disciplined inquiry Many history education reformers advocate history study that focuses on authentic historical inquiry, “…the ability of students to read and interpret various forms of text and to construct their own representations of the social world.” (Sexias, 2001). Sexias argues that engaging students in the interrogation of texts challenges them to address issues of power, culture, and difference. However, historical inquiry as pursued by academic historians is unlikely either to engage adolescent learners consistently or to accomplish fully the civic mission that we set for pre-collegiate history study. Promoting Civic Competence 9 Interpreting text is a vital activity; but we must be careful not to confuse means with ends. Students should be able to construct their own representations of the social world. At issue is the context in which teachers challenge them to undertake such constructions. If interpreting text to construct narratives is the organizing focus for historical study, students are unlikely to see beyond the immediate texts with which they work to perceive larger problems of power, culture, and difference or, more importantly, to be prepared to address them in a responsible, informed manner. Text interpretation and narrative construction as school history activities should be means to a civic end. That end should be reasoned decision-making about enduring social problems. We propose a hybrid mode of inquiry--problem-based historical inquiry--as the means to study such problems. Problem based historical inquiry (PBHI) differs from what may occur in standard historical inquiry in three ways: 1. The overarching purpose for inquiry is to reason about a persisting societal problem. 2. Inquiry incorporates other ways of knowing, particularly political philosophy and moral reasoning. 3. Analogical reasoning is used to refine reasoning about an issue about problem solutions. A standard historical inquiry problem might engage students in investigating conflicting evidence and constructing narratives about the events and causes of the Boston Massacre (VanSledright, 2002). The question represents an ill-structured problem for which multiple defensible answers might be proposed. However, it lacks an essential criterion that we seek in problem selection. In the PIH curricular framework, each unit of study begins with the explicit posing of a persistent societal problem that provides the motivating context for disciplined Promoting Civic Competence 10 inquiry. Although standard historical inquiry does not preclude consideration of ethical questions, such questions are not typically the central purpose of the investigation. A PBHI problem from the period of the Boston Massacre might focus on the persistent question: What actions are justified to bring about social change? Unit activities would engage students in PBHI to explore the featured problem as it is instantiated in the particular historical period of study: Were colonists justified in using the tactics that they chose? In the process, students should develop foundational knowledge, clarify key concepts, and confront pertinent value issues. As a culminating unit activity, students propose problem solutions and defend them with historical evidence. PBHI demands historical thinking, but because we focus on the examination of fundamental civic questions, PBHI also necessarily draws upon moral reasoning, knowledge of political philosophy and government, and other pertinent knowledge bases and modes of inquiry. We hope that by examining problematic issues as they have arisen in the past, students will gain certain habits of mind that will serve them well in making decisions about similar issues in the present and the future. Among those are an appreciation for the tentativeness of factual claims and an awareness of the multiple perspectives that different individuals bring to their interpretations of an event—both figures from the time of the event and those who seek to form judgments about a past event. Assisting students in establishing historical empathy, context, or perspective are important elements of PBHI. However, we regard the aforementioned epistemological habits of mind as prerequisites both for complex historical thinking and for drawing wisdom from the past to inform contemporary decision-making about social issues. PBHI units center on persuasive and dialectical reasoning. Teachers probe student reasoning about the ethical issues that focus our units to see if they can make historically Promoting Civic Competence 11 plausible arguments that reflect an understanding of at least two perspectives about an issue. Because students confront a problem that has not been resolved at the particular historical moment in which they are asked to entertain the question, their argument may differ from the one that a particular historical figure or group actually made. However, it must be historically plausible: It must show an appreciation of the historical context and the points of view of the historical actors who wrestled with the issue at that moment in time. PBHI often employs analogies as tools to help refine reasoning about problem solutions. For example, students evaluating the justification for tactics used by colonial activists may compare those actors’ motivations and tactics to those of abolitionists before the American Civil War or the current Intifada movement in Palestine. History educators may question the appropriateness of drawing “lessons” from the past, but cognitive science and practical experience tell us that reasoning by historical analogy is a common use of history (Khong, 1992; Levstik & Barton, 2001). Cognitive science research suggests that humans have limited abilities to entertain the complexity of social reality. Humans use certain knowledge structures such as schema and analogies to help order, interpret, and simplify their environment. Individuals match new instances with instances stored in their memories to help them comprehend the world. (Markus & Zajonc, 1985; Nisbett & Ross, 1980; Rumelhart & Ortony, 1977; Simon, 1982). Studies of political decision-making reveal that even well-informed policymakers turn to their repertoire of historical memories to make sense of a new situation (Khong, 1992; Neustadt & May, 1986). Although analogies are best suited as heuristic devices for discovering new phenomena or explanations, historical analogies are often used inappropriately. Khong (1992) argues that policymakers have often used historical analogies not as tools for discovering facts and explanations but as facts and explanations themselves. The “lessons” of the past become Promoting Civic Competence 12 dogma that no one questions. However, in the case of the first Bush administration’s use of Vietnam as an analogy to reason about policy in Gulf War I, Khong found that officials disagreed about the lessons of Vietnam. Because there was no agreement on the “lesson,” the analogy served a more proper heuristic function in encouraging debate and caution in considering how Vietnam might apply to the Gulf crisis. Evidence of experts using historical analogies poorly and more appropriately suggests that encouraging debate and doubt about the applicability of an analogy may be the best safeguard in helping students to use these heuristics to raise questions rather than provide answers. In our approach, we advocate examining multiple analogies that may suggest differing policy choices as an aid in helping students improve the rigor with which they use the past to inform decision-making in a given instance. Implementing PBHI Obstacles to PBHI Problem based inquiry has seldom flourished in social studies classrooms. Obstacles to the establishment of inquiry classrooms originate within organizational structures (Cuban, 1984; McKee, 1988; Onosko, 1991), teachers, and learners. Although organizational obstacles are important, we focus our attention on those obstacles originating within students and teachers. Learner obstacles Problem-based historical inquiry requires rich, divergent content knowledge, complex reasoning, and sustained effort. Two major learner-related obstacles complicate efforts to meet these requirements: Student motivation and student readiness to handle the cognitive challenges posed by social inquiry. Effective inquiry requires that students hold a rich knowledge base for the topic under study. However, teachers have reported difficulties engaging their students to the Promoting Civic Competence 13 degree that they are willing to expend the effort necessary to develop complex content knowledge (Onosko, 1991; Rossi, 1995). Even for engaged learners, reasoned decision-making about past or present social issues presents daunting cognitive challenges. We have already discussed the limits on humans’ cognitive capacity for entertaining complex information. Social issues exacerbate the problems posed by these limitations. Unlike the well-structured problems encountered in fields such as science and mathematics, social phenomena and the issues surrounding them present illstructured, multilogical problem landscapes. Rather than a logical progression from hypothesis to conclusion, reasoning about social reality requires constructing a model of the situation under consideration (Parker, Mueller, & Wendling, 1989; Saye & Brush, 1999; 2002a; Simon, 1982). Social issues are multilogical because diverse individuals bring different frames of reference to bear on arguments about the public good. Critical or dialectical reasoning about social issues requires learners to acknowledge and seriously entertain perspectives that are different from their own. This necessitates overcoming natural human tendencies toward egocentricity and ethnocentricity (Perkins, 1985; Piaget, 1965). Reasoning about the past is further complicated by the need to account for perspectives of persons in times and places very different from the present (Yeager & Foster, 2001). It requires a genuine belief that the views of others—even figures in the distant, foreign past—are potentially as sensible as our own (Levstik & Barton, 2001) and a disciplined effort to avoid presentism and consider the issue within its own historical context. Establishing such “unnatural” habits of mind (Wineburg, 1999) is a prerequisite to dialectical reasoning about persistent social problems. Such reasoning begins with an assumption that others’ views may have worth and proceeds to an honest interrogation of competing perspectives on an issue before arriving at a final position. Promoting Civic Competence 14 Constructing models of social problems requires students to develop and employ deep domain-specific knowledge. Problem solutions must be grounded in standards of inquiry acceptable to experts in the field (Scheurman & Newmann, 1998; Sexias, 2001; VanSledright, 2002). However, novices differ substantially from experts in the ways they approach problems. The first barrier to more expert-like thinking springs from epistemological assumptions about knowledge and history. Novices regard historical narratives as straightforward recountings of directly knowable events rather than as human creations from evidence trails that remain open to interpretation and argumentation (Holt, 1990; VanSledright, 2002; Wineburg, 1991a, 1991b; Yeager & Davis, 1995). Second, novices begin the study of problems with severe knowledge deficits (VanSickle & Hoge, 1991). They do not have rich declarative knowledge about historical and social phenomena. Furthermore, they have not mastered standards of inquiry known to experts in the field. They lack the procedural and strategic knowledge that would tell them to how best to investigate a problem, what questions to ask of data, and what rules to apply in weighing what counts as evidence (VanSledright, 2002). Historians look beyond the visible text for subtextual clues. They source, corroborate, and contextualize evidence to judge its merit and how it might be used to help construct a narrative of an event. Novices do not naturally ask questions about the source of evidence; nor do they often compare accounts. They do not have the foundational or conceptual knowledge that experts use to situate facts and evidence in larger historical and conceptual contexts (Wineburg, 1991b). Unlike experts, novices also fail to employ metacognitive strategies to help monitor and guide their thinking during the process of investigation. Promoting Civic Competence 15 The combined effect of these obstacles impedes rigorous inquiry and decision-making. Student investigations of problems often result in superficial solutions that lack adequate evidentiary support, fail to place events within larger historical and conceptual contexts, and fail to demonstrate competent empathetic and dialectical reasoning. Teacher obstacles Skilled teachers may help students overcome some of these obstacles, but teachers face their own challenges in a PBHI environment. Some teachers may resist inquiry because of absolutist epistemological assumptions, conflicting beliefs about what is legitimate and possible in teaching and learning interactions, or dispositional intolerances for uncertainty and ambiguity. However, even when these factors are not present, other obstacles to inquiry may dissuade teachers. First, given its rarity in existing classrooms, teachers may lack models for envisioning successful inquiry classrooms. Second, inquiry requires increased preparation time for producing materials, activities, and assessment. Finally, inquiry places heavy cognitive demands on both teachers and learners. Supporting student reasoning demands that teachers have deep content mastery as well as tremendous concentration, energy, and mental flexibility (Land, 2000; Onosko, 1991; Windschitl, 2002). Addressing the Obstacles to PBHI Work in constructivism, cognitive science, expert thinking, authentic instruction and instructional design has offered insight into how the obstacles to PBHI might be overcome. Over the past decade, researchers have begun to explore how technology might be joined with this work to build open-ended learning environments (OELEs) that support rigorous problem solving by allowing complex concepts to be realistically represented, manipulated, and explored (Jonassen, 1999; Land, 2000). We have conducted a series of case studies in high school history Promoting Civic Competence 16 classrooms that applied these theories to the design and testing of a multimedia-supported, problem-based OELE that we call Decision Point (DP). In our case studies, students use DP resources and tools to examine issues associated with the African-American civil rights movement of the 1950s-60s (Brush & Saye, 2000, 2001; Saye & Brush, 1999, 2001, 2002a, 2002b). The findings from this body of work have informed our design of the PIH curriculum initiative and its web-based OELE. Our design incorporates criteria that we consider essential to a holistic strategy for successful problem-based historical inquiry (Table 2). A central notion emerging from the research literature suggests support devices or scaffolds may allow learners to perform at a higher level than they might without support (Linn, 1995; Roehler & Cantlon, 1995; Vygotsky, 1978). Our PBHI criteria assume multiple layers of such support should be interwoven through all aspects of the learning experience. We distinguish two types of scaffolding that may be used to support thinking. Support might be built into the structure of the learning environment itself or into the tools and resources featured in a learning experience. We call these static supports hard scaffolds because they can be planned in advance based upon typical difficulties with a task. Technological affordances provide powerful new options for hard scaffolding. However, no matter how well designed, hard scaffolds cannot anticipate all of the support needs that learners will require in addressing complex, ill-structured social problems. Successful PBHI also requires spontaneous support from the teacher. We term this support soft scaffolding, the diagnosis of the understandings and difficulties of learners and the provision of timely support based on student responses (Saye & Brush, 2002a). In this section, we will examine how the effects of the interlocking components of curriculum design, technological and non-technological tools and resources, and soft scaffolding might mitigate known obstacles to inquiry. Promoting Civic Competence 17 Table 2. Criteria for Effective Problem-based Learning Environments. (1) Learning focuses around a meaningful, ill-structured problem Problem solution demands consideration of diverse perspectives Rich multiple media and multiple sources of knowledge reflect the complexity of real problems and allow access through different ways of knowing (2) Learners assume substantial ownership for planning and implementing problemsolving strategies. (3) Collaborative tasks encourage individual accountability, positive interdependence, and collective rationality. (4) Disciplined inquiry is supported with: Clear expectations for performance. Models of procedures and exemplary performances. Appropriate and timely cognitive, metacognitive, and strategic scaffolding. (5) Unique problem solutions are publicly defended. (6) Solutions are assessed by known performance-based standards. PIH Curriculum Design In addition to scaffolded instruction, three other principles guide the design of PIH units: authenticity of experience, incorporation of multiple intelligences, and effective collaboration. Theorists suggest that the authenticity of the learning experience is the greatest influence on student engagement (Land, 2000; Newmann, Wehlage, & Lamborn, 1992; VanSickle, 1991). Authentic school tasks seem worth the effort because students wrestle with relevant, realistic problems that bear some correspondence to what people actually do outside the school. Learning incorporates features common to real-world activities: collaboration, use of resources and tools, assessment of final products against known standards of quality (Brown, Collins, & Duguid, 1989; Wiggins, 1998). PIH units incorporate a number of features to enhance authenticity (Table 3). For instance, the PIH focus on meaningful, enduring social problems provides a motivating context. In our model unit, students investigate period historical data to make and defend judgments about a persistent issue pertinent to the civil rights movement: “What actions are justified and necessary to attain social justice?” Promoting Civic Competence 18 Students may also fail to become engaged when placed in situations that do not allow them realistic opportunities to succeed (Doyle, 1983). Before beginning work, students should be clear about task requirements and performance expectations. Often school tasks reward only those students who are experienced or gifted linguistically and/or logically. Howard Gardner’s work (1999) suggests that individuals may know and express what they know in a number of alternative ways. PIH problems feature complex culminating tasks that require collaborative effort and call for a wide combination of abilities in order to produce a successful product. A genuine need exists for collaboration because individuals are unlikely to possess high levels of competency in all components of the task. Such tasks invite the participation of previously disaffected students because their abilities are recognized and valued by the teacher and their peers (Cohen & Benton, 1988; Bower, Lobdell, & Swenson, 1999). For example, a student investigatory team may be hired as consultants by a particular civil rights group to present its case before an assembled group of civil rights leaders who are debating the direction of the movement. In order to produce the final product -- a persuasive multimedia presentation and defense of position -- students perform varied, overlapping roles such as technical director, spokesperson, layout artist, or investigative reporter. Not only may collaborative task design create broader engagement and healthier classroom environments, well-designed collaborations may help students succeed in constructing richer models of reality than they might do individually (Cohen & Benton, 1988). Complex cooperative activities may help overcome innate cognitive limitations by encouraging collective rationality where learners coordinate individual capabilities, encounter diverse perspectives, and articulate their views in defense of their preferred policy positions (Schulman & Carey, 1984). We combine collaborative tasks with other PIH features such as assumption of historical roles, Promoting Civic Competence 19 encounters with rich documents reflecting conflicting perspectives, and a final defense of the group’s position before their peers in order to encourage students to confront the tentativity of factual claims, to develop empathy for diverse viewpoints, and to weigh alternative problem solutions. By planning systematically for explicit orientations to tasks, distributing and reviewing explicit task guides that include complete role descriptions and procedures for formative evaluation, and providing hard copies of task models and rubrics, students gain a clearer sense of how to proceed and perform well in the challenging cognitive tasks associated with inquiry. Table 3. PIH Curriculum Design. Authenticity Central focus on meaningful motivating problem Culminating task and standards for evaluation are known in advance Students assume roles of historical decision makers Rich primary documents feature multiple perspectives Students author and publicly defend problem solutions Multiple Intelligences/Collaboration Complex collaborative task structure facilitates multiple intelligences and collective rationality Technological Affordances Beyond general curriculum design, we leverage the power of interactive technologies to promote deeper engagement, support more rigorous inquiry, and create opportunities for teachers to interact intensively with individuals and small groups (Table 4). Technology-supported OELEs can enhance student engagement by providing more lifelike and varied representations of the social world that increase the realism of the problem scenario and appeal to multiple ways of knowing. Furthermore, OELEs may feature embedded hard scaffolds that assist teachers and learners in handling the heavy cognitive challenges posed by PBHI (Saye & Brush, 2002a). Promoting Civic Competence 20 Table 4. PIH Technological Affordances. Engagement Realistic representations of reality Knowledge representations through multiple media Support for Disciplined Inquiry Conceptual, chronological database structure Essay hyperlinks o To relevant documents o To conflicting accounts o Historical Think-alouds Inquiry tools o Data analysis & synthesis guides o Contextual cues o Presentation tool On-line models Embedded second stream of expertise Superficial perceptions of a problem’s complexity present fundamental challenges for novice problem solvers. Cognitive flexibility theorists compare the development of expert knowledge to the exploration a new territory (Jacobsen, Maouiri, Mishra, & Kolar, 1996; Spiro & Jehng, 1990). Coming to know a topographical area requires repeated "criss-crosses" that follow varied paths and view the landscape from multiple vantage points. Similarly, to understand a complex problem, learners must look beyond the surface of a given situation to perceive the more abstract structural components of the problem landscape that underlie the case. For instance, in wrestling with issues and conflicting views surrounding the civil rights movement, expert problem solvers in that domain might reference foundational knowledge related to such concepts as equality, property rights, and civil disobedience. They might reflect upon related events that have impacted a particular situation such as desegregation of the military during WWII. OELEs can use the linking affordances provided by hypermedia to provide justin-time, situational thinking supports that guide novices toward such connections as they explore a problem landscape. Promoting Civic Competence 21 Our DP OELE features two basic components that tap the potential of technology for supporting disciplined inquiry: An interactive database of multimedia content resources related to the civil rights movement and scaffolding tools to support collecting, analyzing, and evaluating historical evidence and presenting conclusions. The DP design features a number of elements to assist learners in situating this mass of evidence in larger historical and conceptual contexts. The interactive database contains over 1000 multimedia artifacts that include newspaper accounts, eyewitness recollections, documents, photographs, and news footage from the civil rights era. The database is organized conceptually and chronologically into three strands that represent the principal change strategies employed by the movement: legal challenges, nonviolent protest, and Black Power. Within each strand are seven to eight events associated with that strategy. Each event features an introductory essay, a timeline, and primary documents associated with that event. Within events, we grouped evidence by document type (such as “newspaper accounts”) to prompt students to consider the source of the evidence. Hyperlinked essays. Hyperlinks connect terms in introductory essays for each event to pertinent primary documents, video clips, glossary terms, or other events’ introductory essays. Such links allow students to encounter primary documents within the sort of framing context that a more expert researcher might possess and lead them to make connections that they might otherwise not consider. To encourage students to confront the interpretive nature of historical claims and wrestle with competing logics, essay links also deliberately guide students to competing perspectives regarding events (Figure 2). Promoting Civic Competence 22 Figure 2. DP Database Conceptual Structure. DP Main Menu Interactive Essay Strand Main Menu Primary Document Event Main Menu Another possibility that interactive hypertext presents for helping students develop more complex representations of the problem landscape is a more specialized type of interactive essay that we call a historical think-aloud. Think-aloud essays can focus on sub-questions within the larger problem scenario and address the difficulties that learners have with situating knowledge in broader contexts, establishing historical empathy, and considering competing arguments and their supporting evidence. Think-alouds present interior monologues for historical figures who have difficult decisions to make, for example, John Kennedy trying to decide whether to intervene in the Freedom Rides crisis in Alabama (O’Reilly, 1998). Through the monologue, students encounter the situation more as someone from that day and position would experience Promoting Civic Competence 23 it. Hyperlinks embedded in the monologue direct students to documents in the DP database that present evidence for differing points of view that the figure should consider in coming to a decision. We include several think-alouds in our civil rights unit that model for teachers how they might assist student thinking with this scaffolding device. Inquiry tools. DP inquiry tools support students in interrogating, interpreting and evaluating the evidence with greater rigor. For instance, students are assisted with interpreting individual documents through analysis scaffolds that guide them through the sourcing, corroborating, and contextualizing heuristics employed by historians. Contextual cues may be embedded as hyperlinks in the text of primary documents to encourage students to consider pertinent issues in interpreting a particular portion in the text (Figure 3). At the event level, contextual data retrieval charts associated with each event provide specific strategic scaffolds that help students to ask more holistic questions of a body of historical data and prompt them to consider alternative arguments. A presentation construction scaffold provides procedural and strategic support to prompt students to consider and test opposing arguments and to help them use evidence to author more reasoned problem solutions. Promoting Civic Competence 24 Figure 3. Inquiry Tools. Embedded contextual cues paired with document analysis scaffold. absorb evil: Why might the author argue that love and non-violence absorb evil? Check the DP timeline to see what other events were occurring around this time that might have influenced this documentΥs creation. Skim the essays for events closely related in time to see if they help you understand the contents of this document. Lawson: As a divinity student in Nashville during the fifties, James Lawson became an advocate of passive resistance after studying Gandhi. Inspired by the Montgomery Bus Boycott, Lawson began offering workshops in the South on non-violent demonstration in 1958. Influenced by these workshops, civil rights leaders such as Diane Nash, James Foreman, and John Lewis launched sit-ins at segregated lunch counters across the South. Student Voice: Newsletter sponsored by the Student Nonviolent Coordinating Committee. On-line models. On-line models of exemplary performances help learners and teachers gain a sense of what it means to do a complex task well and how they might proceed in accomplishing task requirements. For example, models of exemplary multimedia presentations on an issue related to the unit problem demonstrate persuasive, dialectical arguments that incorporate appropriate evidentiary support. Teachers may use these models to discuss each standard to be met in performing the task, and students may review the models to help them conceptualize how they might meet those standards in their own culminating presentations. Some off-line hard scaffolds may work in concert with on-line supports. For example, we found that a paper version of a presentation storyboard template allowed learners to plan more effectively for the arguments they wished to make and also served as an excellent device for the teacher to gain insight into student reasoning and then provide interim feedback that might improve final products. Promoting Civic Competence 25 Although other on-line models target teachers, some may be used with learners as well. For example, vignettes of real classrooms engaged in inquiry tasks help teachers envision implementing such learning in their own classrooms, but may be used as well to help the class think about procedures for meeting similar challenges in their own unit. On-line model lessons and units may be adapted by teachers for their own classes or may serve to stimulate teacher thinking about alternative lesson strategies. Embedded expertise. Perhaps the most important affordance provided by technology is time. Effective support for disciplined inquiry requires the teacher to probe and provide feedback regarding learners’ reasoning as students engage in knowledge construction. Such interactions demand enormous investments of the teacher’s time in one-on-one interchanges. Knowledge resources and associated supports embedded in the technology-based OELE make available a second stream of expertise in the classroom. These resources allow the whole class to proceed more effectively in independent learning so that more of the teacher’s time may be devoted to interacting intensively with individuals and small groups both spontaneously and in planned group meetings. Soft Scaffolding Careful curriculum design supported by on-line and off-line hard scaffolds may lessen the cognitive load of inquiry. However, resolutions to social problems invite diverse, multilogical reasoning paths that cannot be anticipated fully in advance. Success in ill-structured environments ultimately rests upon the teacher’s facilitation of inquiry through soft scaffolding (Saye & Brush, 2002a). A teacher colleague who skillfully implements PBHI in his classroom noted that successful PBHI requires teachers to “be the ringmaster, the juggler.” Teachers must Promoting Civic Competence 26 manage a number of complex tasks simultaneously if they are to engage in PBHI wise practices (Table 5). Table 5. Wise Teacher Practices for Problem-based Historical Inquiry. 1. 2. 3. 4. 5. 6. 7. 8. 9. Establishes relevance of tasks (including introductory grabber) Explicitly introduces the Central Question and the unit purpose Sets tasks within the context of the overall unit purpose Places events within larger historical contexts. Helps students fit specific data with larger events, movements, issues Models historical thinking and critical reasoning for students Provides feedback and support for student thinking and reasoning Probes student thinking/ challenges students to think more deeply Encourages students to empathize and to consider multiple viewpoints Gets closure; helps students link knowledge to larger unit questions Soft scaffolding is a dynamic, situational process that occurs while learners are actively engaged in reasoning. During these teacher-learner interchanges, the teacher may model historical thinking and critical reasoning, provide formative feedback that allows students to test and modify their ideas, and probe student reasoning to encourage contextualizaton, empathy, and consideration of alternative views. For example, students often accept evidence at face value without considering the subtext. A teacher might alert struggling students to think about subtext through a series of questions such as: “Now, before you read this piece let’s think about what you might expect to find: Who is the person who wrote this? When was it written? Is there anything about the author’s position in society that might affect the way the author views this event?” After students have read a document, a teacher might ask: “Why do you suppose the author wrote this? Does the account make you feel either positively or negatively about the subject? What is it in the account that might do that? How does this account compare to others you have read? What might explain differences?” Much soft scaffolding must be conducted privately with individuals and small groups in order to address specific situational needs. However, soft scaffolding can also be done publicly. Promoting Civic Competence 27 In public soft scaffolding, knowledge is modeled, constructed, and interrogated in the presence of the whole class. Public soft scaffolding may be most effective at the beginning and the conclusion of the unit. The first day of a unit is the most crucial (Onosko & Swenson, 1996). On the first day students decide whether the unit tasks are worth the effort. Skillful teachers may help establish worth with unit introductions that (1) engage the class in an exercise designed to demonstrate the relevance of the unit problem, (2) relate the unit grabber explicitly to the unit problem or central question and the unit purpose, and (3) link all unit activities clearly to the task of addressing the central question. The introductory grabber should stimulate discourse about the problem that confronts students with alternative viewpoints and demonstrates the problematic nature of the question and the need for more knowledge in order to develop a defensible problem solution. A preview of unit activities provides a conceptual blueprint for how that solution might be developed. In a complex open-ended learning environment students often struggle to remain on-task, manage explorations of rich data sources, and organize and interpret the results of their investigations (Ehman, Glenn, Johnson, & White, 1992; Lyons, Hoffman, Krajcik, & Soloway, 1977). The motivating focus provided on the first day helps students establish and maintain clear goals. However, the ill-structured nature of the problem landscape demands that the teacher spend time each day refocusing tasks within the overall unit purpose and helping students situate specific historical data and events within larger themes and contexts. Common problems experienced by a particular class or those that generally arise with most classes may be addressed by the teacher modeling a process or a certain type of reasoning for the whole class as it is about to encounter the task. For example, as students are about to engage conflicting accounts in primary document analysis, a teacher might make students sensitive to perspective-taking and Promoting Civic Competence 28 bias by playing a soundless video clip of Birmingham firefighters using fire hoses on civil rights demonstrators, asking class members to describe the incident from the perspectives of various historical actors, and leading a discussion about why the descriptions may vary. Some diagnosis of student difficulties occurs as teachers observe students at work. However, more comprehensive diagnosis may be achieved by building features into the unit that deliberately create opportunities for the teacher to probe and support understandings while they are under construction. By utilizing the second stream of expertise offered by technology, the teacher may schedule regular meetings with collaborative teams. We call these Socratic meetings because they focus on the close interrogation of ideas in order to encourage more complex thought. If the teacher also has students work with hard scaffolds such as the presentation storyboard, interim student work products may be submitted for the teacher’s review before the Socratic meeting. The use of such scaffolds keeps students focused during their independent work and provides the teacher with a window on student reasoning. Because the teacher receives these products in advance and may reflect overnight upon the most appropriate supporting responses, the cognitive stress of spontaneous soft scaffolding may be lessened for the teacher. Public soft scaffolding may also yield great benefits at the conclusion of a PBHI unit. As collaborative groups present problem resolutions, students are unlikely to achieve powerful synthesis without support. The teacher may lead the class in careful interrogations of group proposals that consider evidentiary support for claims and bring the perspectives of other historical actors to bear on examining those claims. In such debriefings, the teacher may link the work that different groups have done by asking questions of other class members that make explicit connections among events and that cause students to entertain alternative problem solutions. For example, the teacher might ask a group representing black nationalists to respond Promoting Civic Competence 29 to a group proposing continued court challenges for bringing about social justice and open the floor to discussion of the two viewpoints. When a group struggles with inadequate knowledge, arguments, or context, skilled incorporation of the insights and perspectives of other students allows the class itself to become a scaffold that helps the whole class develop a deeper, broader synthesis. The teacher’s leadership in this public forum models for the class how one makes conceptual and cause-effect connections and helps students weave diverse content expertise into broader generalizations about social change. Conclusion Genuine civic competency sets a noble, but demanding standard for citizenship. We must not underestimate the difficulties that learners encounter in reaching that standard or the challenges that teachers and curriculum designers face in supporting learners’ efforts. In this paper, we have argued that all social studies subjects should attend more directly to this civic mission and have described a framework that uses current theory and research to develop a holistic approach to mitigating the obstacles to civic inquiry in pre-collegiate history courses. We have illustrated how technology can provide new resources, tools, and support structures that enhance traditional inquiry methods. 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