Joseph V. Henderson M.D. IML (Interactive Media Lab), Dartmouth College Medical School joe.henderson@dartmouth.edu http://iml.dartmouth.edu The "Virtual Practicum": Correcting Descartes’ Error With Computers? Summary This paper describes a virtual environment to improve clinical education by providing a more comprehensive view of medical education and clinical practice. For the most part, Western medical education subscribes to a Cartesian world view in which practice is viewed as technically rational and mechanistic, addressable by the application of theory-based facts and rules. This restricted model of health care largely ignores the psychosocial dimensions of health and illness. It does not prepare students to deal effectively with the real “swamp” of professional practice, particularly in the majority of cases where the variability of human behavior and human situations plays a role. This “Cartesian error” may be partly addressable using emerging methods of technology-based learning, especially virtual environments that incorporate these biopsychosocial aspects. 1 Introduction Antonio Damasio uses Descartes as “an emblem for a collection of ideas on body, brain, and mind that in one way or another remain influential in Western sciences and humanities.”(Damasio, 1994). Descartes’ error, he says, lies in separating mind and body, in allocating thought and emotion to distinct domains. Rather, he says, the mind and body are inextricably meshed. At lower levels the neuronal structures responsible for reason are also responsible for processing emotions and feelings and regulating vital body functions. These lower levels are in direct contact with nearly every body system, “thus placing the body directly within the chain of operations that generate the highest reaches of reasoning, decision making, and, by extension, social behavior and creativity.” Damasio asserts that Descartes’ error is symptomatic of a world view that has come to dominate Western medicine, to its detriment. The “Cartesianbased neglect of the mind” has impeded the effectiveness of diagnosis and treatment—and, I would add, prevention—of human disease. “For the past three centuries, the aim of biological studies and of medicine has been the understanding of the physiology and pathology of the body proper. The mind was out, largely left as a concern for religion and philosophy ... The result of all this has been an amputation of the concept of humanity with which medicine does its job. It should not be surprising that, by and large, the consequences of diseases of the body on the mind are a second thought, or no thought at all. Medicine has been slow to realize that how people feel about their medical condition is a major factor in the outcome of treatment.” For the most part, medical education subscribes to a Cartesian world view in which practice is viewed as technically rational and mechanistic, addressable by the application of theory-based facts and rules. This view neglects forms of knowledge that are less easily characterized, quantified, and “taught,” such as empathy, intuition, and what Donald Schön called “artistry,” an ability to deal effectively with situations not covered by theory and rules (Schön, 1987). Damasio notes that there are exceptional practitioners who are “not only well versed in the hard-core physiopathology of their time, but are equally at ease, mostly through their own insight and accumulated wisdom, with the human heart in conflict.” These individuals, he asserts, are not so because of their professional training, but in spite of it. Schön (1987) has expressed similar concerns about professional education in general. He contrasted the high ground of "manageable problems [that] lend themselves to solution through the application of research-based theory and technique" with the swamp of "messy, confusing problems [that] defy technical solution." “The irony of this situation is that the problems of the high ground tend to be relatively unimportant to individuals or society at large, while in the swamp lie the problems of greatest human concern. The practitioner 1 must choose. Shall he remain on the high ground where he can solve relatively unimportant problems according to prevailing standards of rigor, or shall he descend into the swamp of important problems and non rigorous inquiry? "The dilemma has two sources: first, the prevailing idea of rigorous professional knowledge, based on technical rationality, and second, awareness of indeterminate, swampy zones of practice that lie beyond its canons.” Outstanding practitioners, who deal well with the swamp, aren't generally said to have more knowledge than others (though technical knowledge is essential); instead, they're described as having more "wisdom," "talent," "intuition," or "artistry." But these are commonly regarded as phenomena that are not amenable to "scientific" examination; as a result, professional education tends to believe that it cannot adequately deal with them. Another way of expressing the impact of Descartes’ error is that medical schools do not prepare physicians to deal effectively with the transactional 1 nature of medicine, i.e., the psychosocial areas of practice in which the highly variable nature of human behavior and human situations plays a significant role. Clinical management of individuals with HIV/AIDS is such an area. Scientific understanding of HIV disease is exceptional, and technical methods for its management are proliferating rapidly. However, care is often compromised by behavioral factors—ranging from prevention of transmission to persistence in taking complicated drug regimens—that require knowledge and skills that “lie beyond the canons” of technical rationality. This reasoning applies to all clinical situations that are transaction-oriented and thus highly dependent on the behaviors of patient and provider; and we should recognize that these comprise a majority of patient encounters. It is in these indeterminate zones of practice that we find well-developed technical knowledge, balanced with empathy, intuition, and artistry that mark the exceptional physician. Medical education should strive to assist every physician in developing these qualities. These issues can be addressed and are beginning to be addressed in a variety of ways in many medical schools. With Schön, I believe that 1 Contrasted with more procedure-oriented practice. As Schön points out, modern medical schools, seeking respectability within the academy, have chosen to emphasize rigor over relevance, and heavily emphasize the technical/scientific aspects of clinical care. professional artistry can be taught and that methods can be developed for doing so. I also believe that technology, if applied well, can promote the integration of intellect and emotion, to help bring up a generation of physicians whose judgments and actions, while still rational, are more humanistic. 2 A Model for Comprehensive, Technology-based Clinical Education: The Virtual Practicum At Dartmouth we have developed a general model for clinical education termed the "virtual practicum." The model has been applied in a series of interactive programs, one of which is currently available via broadband Internet as well as on CD-ROM.2 The virtual practicum model intends expressly to remedy the Cartesian biases of medical education and provide for more comprehensive learning. The following presents the theoretical foundations for the model, then very briefly describes the model itself. This discussion is presented more fully elsewhere, with a detailed description of the HIV program as an example (Henderson, 1998). The virtual practicum model draws on Donald Schön's reflective practicum (Schön, 1987), Max Boisot's Epistemological Space (Boisot, 1995) and David Kolb's Learning Cycle and experiential learning theory (Kolb, 1976). 2.1 Schön's Reflective Practicum Schön raises and addresses these complex educational questions: Can any curriculum adequately deal with the "complex, unstable, uncertain, and conflictual worlds of practice?" Can "artistry" be taught? Schön operationalizes "artistry" with a concept he terms "reflection-inaction," which is distinct from another concept, knowing-in-action. Knowing-in-action applies our existing knowledge to expected situations. Reflection-in-action applies when a situation falls outside the boundaries of what we have learned to consider normal, i.e., we extend our expertise into unfamiliar or unexpected domains. Encountering the unexpected leads to reflective thinking: we critically examine the situation, frame the problem, gather on-the-spot information. The process may work, yielding expected 2 http://iml.dartmouth.edu/VPracticum/HIVPrimaryCare 2 results, or it may lead to new surprises that incite additional cycles of reflection-in-action. Schön acknowledges that this is idealized and simplified; however, he feels that here lies a phenomenon that captures the essence of what he means by "artistry." Reflective practitioners exercise reflection-in-action to deal effectively with problems in the "indeterminate zones of the swamp." Schön proposes that reflective practice can be learned through exercising reflection-in-action, and that professional education can and should provide opportunities for doing so. To achieve this goal, he advocates the use of "reflective practicums:" ... a setting designed for the task of learning a practice. In a context that approximates a practice world, students learn by doing, although their doing usually falls short of real-world work. They learn by undertaking projects that simulate and simplify practice ... The practicum is a virtual world, relatively free of the pressures, distractions, and risks of the real one, to which, nevertheless, it refers ... It is also a collective world in its own right, with its own mix of materials, tools, languages, and appreciations. It embodies particular ways of seeing, thinking, and doing that tend, over time ... to assert themselves with increasing authority... Students practice in a double sense. In simulated, partial, or protected form, they engage in the practice they wish to learn. But they also practice, as one practices the piano, the analogues in their fields of the pianist's scales and arpeggios. They do these things under the guidance of a senior practitioner... From time to time, these individuals may teach in the conventional sense, communicating information, advocating theories, describing examples of practice. Mainly, however, they function as coaches whose main activities are demonstrating, advising, questioning, and criticizing.” The virtual practicum takes this description literally, using technology to create a computer-generated, immersive environment that has all of these elements. These elements are listed in Section 3, below. 2.2 Boisot's E-space and Kolb's Learning Cycle Max Boisot collates and systematizes an extremely broad body of research and thinking, linking scientific and philosophical theory to learning (Boisot, 1995). He provides a conceptual framework-the epistemology space (E-space)-that allows a deeper consideration of what constitutes comprehensive clinical education and how it may be facilitated using technology. Boisot begins with a connectionist view of thought and memory, incorporates Bruner's concepts about perception and generalization, and then ties the E-space directly to learning methodologies via superimposition of Kolb's learning cycle (Boisot, 1995). Theories form in individuals as a result of experience and reflection, or they are received from others. However, there are no guarantees that the personal knowledge gained will be valid or comprehensive. A major intent of the virtual practicum is that it provides, in addition to the articulate, scientifically validated theories of technical rationality, experiences that stimulate the individual's development of valid personal theories. The latter includes basic beliefs, and values that manifest themselves in such "skills" as empathy, compassion, and an ability to communicate. The E-space (Fig. 1) summarizes a great deal of learning theory in a simple, schematic way. The vertical axis considers the attributes of the sensory stimuli perceived by an individual; this perceptual categorization ranges from uncoded (stimuli perceived in more or less raw state, because they cannot be adequately perceived in coded form or because the combination of stimuli is novel) to highly coded (stimuli are perceived as pre-processed "chunks"- often represented as words or symbols-as a result of familiarity and learning). The horizontal axis portrays conceptual categorization as ranging from concrete (here and now, specific case) to abstract (universal and timeless, general principles). Edelman notes that an important difference between perceptual and conceptual categorizations is that the former originate in local stimuli involving the five senses and the latter depend mainly on non-local stimuli originating in memory and experience. These categories provide quite different methods of dealing with the world, but they interact constantly, with concepts shaping and filtering the perceived world. For present purposes we will consider the E-space in terms of the knowledge artifacts one encounters in its different regions (Fig. 1). In the upper regions of the E-space we find knowledge that derives from technical rationality. The northeast region contains highly coded, logically formulated, more systematically studied and reviewed, scientific 3 knowledge. We find this type of information in journals and textbooks, expressed almost exclusively as symbols, words, formulas, and tables, with figures and occasional images such as x-rays and photomicrographs that themselves require highly coded, abstract knowledge to interpret. This is the region of intellectual thought and action, isolated to a great extent from the variability and idiosyncrasies of the real world. That which is difficult to quantify tends to get ignored. The northwest region has technical knowledge, which provides for direct applicability of abstract scientific knowledge to concrete situations. This knowledge is often manifested in physical devices, such as an ultrasound machine, IV delivery set, or medication. Knowledge in the southeast region contains uncoded abstractions which, while they cannot be handled with precision, may nevertheless contain the most powerful influences on behavior. It is here that core beliefs and values lie, influencing our thinking and behavior in fundamental ways, often at an unconscious level. Some argue that one cannot abstract without coding, but Boisot distinguishes between codes that one merely names (e.g., "professional ethics," "compassion," or "truth"-or even empathy and artistry) and having an uncoded, personal knowledge of what they mean. That philosophers and ethicists debate the meaning of these sorts of abstract concepts attests to their instability as quantifiable, codeable knowledge. One can find language to discuss such concepts in abstract ways, but it is mainly through the richer contexts of concrete experience that one learns about and practices them. Fig. 1. Boisot’s Epistemological Space and knowledge artifacts within it. It is in the lower regions of the E-space that we find the knowledge essential to Schön's artistry. The southwest region contains esthetic knowledge, which can be interpreted as an ability to sense, understand, and act at a non-verbal level, to grasp meaning in a situation without necessarily being able to account for the process used. The ability rapidly and accurately to determine which features of a complex set of stimuli are salient is a mark of the expert practitioner, learned through a process of 'enskilment' that comes not from mechanistically internalizing a stock of knowledge, but from being actively engaged with a practice environment. Fig. 3. Artifacts within the E-space, an example from HIV antiretroviral therapy. A great deal of scientific and technical information bears on management of this patient's situation. In Fig. 3, the northeast, Scientific Knowledge region contains knowledge of the HIV life cycle, viral mutation, and development of drug resistance (and basic science supporting that knowledge, e.g., genetics, biochemistry, pharmacology) and, perhaps, data about compliance among different patient populations. The northwest, 4 Technical Knowledge region contains a set of objects that manifest our scientific and technical knowledge: medications in the form of pills that interrupt the life cycle, perhaps a brochure or videotape on why and how to take the drugs. If the northern regions contain the more biological aspects of management, to the south are the more psychosocial aspects. Having applied scientific knowledge and elected a technical method of treatment, success now depends entirely on our patient's persistence in following a difficult drug regimen. Our ability to understand her emotional and intellectual state, to communicate and influence behavior, to have appropriate models of patient-provider interaction and to exercise them, in short to participate effectively in the transactional aspects of patient care, will be important determinants of success. In the southwest region lies particular knowledge of this patient and her qualities, of her gestures and facial expressions, recognizing patterns that are combinations of more- and less-coded cues and responding to the concrete circumstances she presents us with. To the southeast lie broad, unarticulated knowledge of communication, especially non-verbal; values about the importance of communication and education; beliefs about patient-provider interaction; and attitudes about patients with HIV and the various life styles that can accompany that condition. Again, these can be named, but they are developed, incorporated, and applied at a more uncoded, contextually rich level, in which reason and behavior derive jointly from intellect and emotion. To make a direct connection with learning, Boisot modifies Kolb's learning cycle and maps it onto the E-space, as shown in Fig. 4. In Kolb's experiential learning model, experiences are translated into concepts, in turn channeling new experiences. There are four stages: 1) immediate, concrete experience is seen as forming a basis for 2) observation and reflection; this, in turn, leads to 3) a process of abstraction and assimilation into models and theories; in a fourth stage, these models are applied as actions in new situations. The cycle can then repeat itself indefinitely, with "successful" iterations persisting as knowledge in the learner's E-space. In its original form, the arrows of Kolb's cycle moved only counterclockwise. Further, Kolb viewed concrete experience and active experimentation as dealing only with the concrete world and its events. Boisot argues that Kolb's distinctions between "real," external activities and internal, concept-building activities are limiting. The cycle can be strengthened if we view active experimentation as "the deliberate and conscious manipulation of well-coded data complexions" and we think of reflective observation as "a detached, non-committal search for patterns, operating either internally or externally, at a lower level of coding. The first takes place in the world of the given, of things with hard edges that can be moved about without dissolving; the second takes place in the world of the possible, one in which things shade into one another to yield new configurations." This modification maps the learning cycle into the Espace. Further, since the active experimentation stage becomes a source of analytic activities, then the cycle, still starting from concrete experience, can run in both directions. Fig. 4. Kolb’s Learning Cycle Kolb derives four statistically definable learning styles, each of which can be viewed as the "quadrant" of the E-space for which an individual learner has a predilection. However, to become fully mature, the individual must integrate the four styles. From an educational viewpoint, this necessarily involves providing learning experiences that promote such integration. Experiences that concentrate attention only on one region of the E-space ultimately limit growth. In most formal clinical education, the cycle is shifted to the northeast, occupying mainly those areas of the E-space that are more highly coded and abstract. And opportunities for learning-and growth-are restricted, not by the limitations of the learner, but by the design of learning experiences. 5 Viewing Descartes' error in terms of the E-space, when learning is dominated by the highly coded, more intellectual northern regions, reason can be impaired; conversely, when reasoning is dominated by the uncoded, more emotional southern regions, it can also be impaired. The virtual practicum model seeks to eliminate the Cartesian Mason-Dixon line that divides the E-space, to reinforce a natural approach to judgment and decision-making that appropriately integrates thought and emotion. represented as media elements (graphics, video, sound, text) within which the learner can move, work, and learn. Students learn through simulated clinical practice, particularly simulated teaching cases which compress time and space, giving the experience of evaluating, managing, and counseling a patient over a virtual time span ranging from days to years. There are documentarystyle "interviews" with genuine patients, providing narrative impetus and context for considering health and illness from the patient's perspective. The Virtual Practicum model seeks more fully to exploit the E-space and to achieve, simultaneously, increased educational efficiency and effectiveness. It incorporates all elements of Schön's reflective practicum model in an automated, electronic, replicable, and disseminable form. A key to both the reflective and virtual practicums is simulation of the practice world with sufficient complexity and realism and, at the same time, to provide access to the less-coded stimuli of the southern E-space. Multichannel communication can help achieve these qualities by greatly expanding the repertoire of stimuli that can be conveyed to a learner. As Boisot notes, "Multichannel communication is communication in a natural mode; it is the deployment of coordinated gesture, speech, tone, clothes, movement, in the service of messages whose complexity would overwhelm the single channel." While we cannot be complete in depicting all features of clinical practice, video and sound can convey many of the less coded, essential features of that environment. In fact, key features may be dramatically emphasized, as our common experience of television and film attests. Digital multimedia technologies, including motion video, can be delivered today via CD-ROM and tomorrow via a broadband Internet; these technologies can be used to provide for multichannel communication, to deliver complex, intellectually and emotionally rich sets of learning experiences to a global audience. It provides a virtual world sufficiently immersive and intrinsically enjoyable to allow even busy professionals to ignore, for a time, the pressures and distractions of the real world. The virtual practicum may also reduce the risks to real patients as students develop and apply new knowledge and skills, since these are done in a technology-generated environment before applying them in the real world. It is a collective world in its own right, providing an inviting, strong sense of place that one can visit repeatedly to learn, containing language, materials, and tools which have analogs in the real world of practice and which borrow from the esthetics of best-practices in computer game design; a key feature is use of narrative and case-based reasoning to increase engagement, enhance reflection, and improve learning. It embodies particular ways of seeing, thinking, and doing via cycles of experience, reflection, abstraction, and experimentation in the tradition of Dewey, Schön, and Kolb; "story-telling" used in the case presentations provides an underlying structure and context for discussions and reflection that "assert themselves with increasing authority" and intensity. Schön's reflective practicum can be used to define the elements of the Virtual Practicum. Kolb's learning cycle can be used to consider the deployment of these objects more fully to exploit the E-space. Activities include clinically realistic patient encounters, documentarystyle interviews with real patients and practitioners, and computergenerated exercises that allow for heuristic learning of facts and rules (Schön's "scales and arpeggios"). All this is done under the guidance of senior practitioner (in the best case a master teacher and master clinician) who may 3 The Virtual Practicum Model Using Schön's description of the reflective practicum (cited above) as a template, we derive the elements of the virtual practicum: It provides a technology-based "Virtual Clinic" or "Virtual Minifellowship" that approximates the world of clinical practice, 6 teach in a conventional sense, "communicating information, advocating theories, describing practice examples" via mini-lectures and case discussions when successful, can result in powerfully engaging and effective learning experiences. function as a coach, "demonstrating, advising, questioning, and criticizing" via case discussions and guided (with feedback) reflection and experimentation. 4 Figure 5. Virtual Practicum Elements in the Learning Cycle and (implicit) E-Space. The virtual practicum ties Schön's ideas directly to Boisot's E-space and Kolb's learning cycle. Fig. 5 shows how practicum elements are associated with different stages of the learning cycle; the underlying E-space is omitted for clarity and it is understood that the learning cycle fully occupies the E-space as in Fig. 2. Importantly, the figure fails to show the interplay among the various elements nor the fact that each element plays some role in all of the learning strategies. Again, space does not permit more than cursory descriptions of the elements, which are fully described elsewhere (Henderson, 1998). Note also that we can have learning cycles within learning cycles, generated by a blending of stimuli that play out at different rates. This choreography of stimuli, responses, and feedbacks can be difficult to construct and optimize but, Conclusions Peter Senge laments the “dilemma of learning through experience” in the complex, real world of practice (Senge, 1990). Learning by doing, he says, only works when feedback on the decisions we make is rapid and unambiguous. In the complex, real world, feedback is often ambigious, and delayed or not present at all. “How, then, can we learn?” Reminiscent of Schön’s reflective practicum, he advocates use of computer-generated “microworlds” that recreate essential characteristics of a practice environment and “compress time and space so that it becomes possible to experiment and to learn when the consequences of our decisions are in the future and in distant parts of the organization.” The argument applies to clinical education. A comprehensive educational experience, as outlined above, is achievable in real life: synchronicity prevails and the master practitioner, the great patient, and the motivated student actually come together. More often than not, however, the conditions for optimal learning do not occur. Typically, clinical experiences are hit-or-miss; teaching is relegated to providers who are neither good educators nor master practitioners; and feedback on decisions made is delayed (or non-existent) and ambiguous.3 A result is wasted time and lost opportunities for learning. Virtual practicums can be viewed as microworlds providing the necessary conditions for efficient and effective learning. Add to that an increased awareness of a need to encompass more of Boisot’s E-space and we have created the conditions for very comprehensive learning. Virtual Practicums, if executed well, can at least supplement, and perhaps greatly improve on, real life clinical education. However, there are dangers. Virtual practicums are difficult and costly to design and produce and there is, so far, no community of educational technology practitioners to develop them. Even when extremely well done, their novelty may delay their adoption, since it is difficult to convey the quality of the experiences they provide when “marketing” them. There is also a danger that we will, like Pygmalions, become too deeply enraptured with our Virtual Galateas, blinding us to the fact that the realities created are fabricated, with limitations that may be more significant than we realize and, at best, miseducative. 3 Particularly in ambulatory care, where conditions are less controlled than with hospitalized patients. 7 REFERENCES That all said, I have raised issues that are of general importance to the education of care providers, independent of whether technology is used. Dewey’s observation that there is no discipline so severe as the “discipline of experience subjected to the tests of intelligent development and direction” (Dewey, 1938) is just as applicable to everyday training in the clinical trenches. But technology allows us in some way to step out of the rushing stream of everyday practice. As educators, we can take time to reexamine our assumptions, to consider more carefully what and how we will teach, to take time really to do it well. As students we can enter a learning environment that can focus our attention, engaging us in experiences that expand not only our factual and theoretical knowledge, but the beliefs, attitudes and habits of thinking that filter and shape our perceptions of the practice world. ACKNOWLEDGEMENTS This work was supported in part with funding from the U. S. Centers for Disease Control and Prevention via a subaward from the Association of Teachers of Preventive Medicine and the National Cancer Institute, National Institutes of Health, Bethesda, MD, USA (Grant Numbers 5RO1CA6477704 and 5R25CA5787504). Boisot MH. Information Space: A framework for learning in organizations, institutions, and culture. London: Routledge, 1995. Damasio AR. Descartes’ Error: Emotion, Reason, and the Human Brain. New York: Avon, 1994. Dewey J. Experience and Education. New York: Macmillan, 1963:89-90 (orig. 1938). See Henderson, JV. Comprehensive, Technology-Based Clinical Education: The “Virtual Practicum. Int’l J. Psychiatry in Medicine, 1998; 28:41-79. (see http://iml.dartmouth.edu/~joe/vpract.html.) Kolb D. The Learning Style Inventory: Technical Manual. Boston: McBer, 1976. Senge PM. The Fifth Discipline: the art and practice of the learning organization. New York: Doubleday, 1990. Schön DA. Educating the Reflective Practitioner: Toward a new design for teaching and learning in the professions. Jossey-Bass: San Francisco, 1987. 8