Self- directed learning barriers in a virtual environment: a qualitative study.

INTRODUCTION: There is a growing trend in online education courses in higher education institutes. Previous studies have shown that high levels of self-direction are essential for successful online learning. The present study aims to investigate challenges of and barriers to self-directed virtual-learning among postgraduate students of medical sciences.
METHOD: 23 postgraduate virtual students of medical sciences in Iran, collected through maximum variation purposive sampling and semi-structured interviews, served as the sample of this study. The collected data were analyzed using the inductive content analysis method.
RESULTS: Three themes and six sub-themes were identified as barriers to self-directed learning in virtual education, including cognitive barriers (information overload and lack of focus on learning or mind wondering), communication barriers (inadequate coping skills and inadequate writing skills) and educational environment barriers (heavy workload and role ambiguity).
CONCLUSION: By the importance of self-direction in online education, the present study results can be used by virtual education planners in the review and design of courses, so as to adequately equip students, obviate barriers to self-directed virtual education, and ultimately train highly self-directed learners in online medical education.

Introduction

Technological innovations and digital communications have led to social changes, and have been the main stimulant of educational transformations in recent decades (1). The widespread use of digital communications has created countless e-learning opportunities for students of medical sciences throughout the world, who can now benefit and learn through teachers’ interactive education via the World-Wide-Web (2,3). Students’ 24-hour access to educational resources and information, and the opportunity to learn according to individual needs are other factors for the development of these courses in medical education (3,4). According to a survey conducted in 2011, almost a third of postgraduate students had passed at least one course online, and 65% of higher education institutes considered online education their long-term strategy (5). With the development of these courses, expectations of the latest clients of the education system (so-called digital natives) include increased autonomy via self-directed learning (6). In other words, virtual learners should be able to independently analyze, plan, implement, and assess their own learning activities, and thus be self-directed. Quoting Fisher-King, Knowles contends that self-directed learning is a process in which people identify their own learning needs, determine their own goals, find sources and subjects they need for learning, choose and implement appropriate learning strategies, and assess their own learning results with or without other people’s help, and thus take the initiative in their own hands (7). Many studies have emphasized the importance of fostering self-directed skills needed in virtual students to improve educational outcomes and increase academic achievement (8,9). In their article titled “conceptual model for self-directed learning in online environment” Song & Hill (2007) concluded that self-directed learning is an important aspect of adult education and e-learning. In other words, self-directed learning is both the objective of adult education and a process that steers them toward successful learning (10). It has been shown that students are exposed to many challenges in the process of online learning (11,12). There are some studies in the related literature conducted to assess if students understand challenges of and barriers to the face-to-face environment (12,13). However, the assessment of this issue in an online environment has less been addressed, especially in students of medical sciences (14). The present study aims to investigate understanding of postgraduate students of medical sciences on challenges of and barriers to self-directed virtual-learning. The present study was conducted using a qualitative approach because barriers to self-direction are formed in the social context as a result of the interaction of people involved in learning with social and cultural conditions.

Methods

A qualitative content analysis approach was employed in the present study.

Participants

The participants were MA students of medical education and e-learning in medical education, studying in different universities of medical sciences in Iran in the academic year 2014/2015. The participants were recruited using the maximum variation purposive sampling technique. Inclusion criteria were set at the initiation of the research. They included: having studied for at least one academic semester at Master’s degree level, being willing to participate in the study and having deep experience of the subject matter. The distribution of sampling criteria is presented in Table 1.

Table 1

Distribution of sampling criteria in student participant

Participant	Sex	Age	Major	University location
P1	Female	30	eLearning in medical education	Tehran University of Medical Science
P2	Female	34	Medical Education	Tehran University of Medical Science
P3	Female	42	Medical Education	Shiraz University of Medical Science
P4	Female	48	eLearning in Medical Education	Tehran University of Medical Science
P5	Female	32	Medical Education	Shiraz University of Medical Science
P6	Male	36	Medical Education	Tehran University of Medical Science
P7	Female	42	Medical Education	Shiraz University of Medical Science
P8	Female	39	Medical Education	Tehran University of Medical Science
P9	Female	47	Medical Education	Shahid Beheshti University of Medical Science
P10	Male	42	Medical Education	Shahid Beheshti University of Medical Science
P11	Female	27	eLearning in medical education	Tehran University of Medical Science
P12	Female	32	Medical education	Iran University of Medical Science
P13	Female	34	Medical education	Tehran University of Medical Science
P14	Male	38	Medical education	Shahid Beheshti University of Medical Science
P15	Female	39	Medical education	Tehran University of Medical Science
P16	Female	45	Medical education	Iran University of Medical Science
P17	Male	42	eLearning in medical education	Tehran University of Medical Science
P18	Female	41	Medical education	Iran University of Medical Science
P19	Male	32	eLearning in medical education	Tehran University of Medical Science
P20	Male	35	eLearning in medical education	Tehran University of Medical Science
P21	Female	39	Medical education	Shiraz University of Medical Science
P22	Male	40	Medical education	Tehran University of Medical Science
P23	Male	42	Medical education	Shiraz University of Medical Science

Data collection

The data were collected through semi-structured interviews to allow the participants to express their experience in a free manner. The interviewer was one PhD student in medical education (the first author) who went through training before starting the collection of data. The interviews were initiated with the general question of what students perceived to be challenges and barriers to self-directed learning in virtual environment. Some probing questions such as “How did you define a virtual environment?” were also asked. The probing questions were based on the participants’ answers to the general questions. The interviewer encouraged the participants to give more explanation about the issues. The participants were also invited to talk about issues in their minds not covered in the interview. The interviews were conducted in a quiet room, and recorded using a tape recorder. Each interview lasted between 35 and 65 minutes. The interviews were immediately transcribed and analyzed. Sampling and data collection continued until saturation of data, which was determined through immediate analysis of data after transcription of each interview. The data were saturated after coding and analyzing 20 interviews, while the researcher interviewed 23 participants for more confidence and the data were considered saturated when no new general, main and sub-theme were emerged.

Data analysis

The data were analyzed using the qualitative content analysis approach, which provides valuable information about people’s experiences and perceptions of the study phenomenon (15). We used inductive content analysis defined by Elo & Kyngas (2008) for data analysis. Inductive content analysis was employed in which themes and categories were extracted from content of the text data of participants without considering previous theoretical views (16).

All interviews were recorded on videotape, which were audio converted and literally transcribed. The transcripts were analyzed by one of the authors of this manuscript (first author) and an agreement was achieved with the research group. This process briefly included the following two stages: selecting the unit of analysis and make sense of the data in the preparation phase and open coding, creating categories, and abstraction in the organizing phase.

a) Preparation phase

To achieve immersion in the data, the researchers listened to the interviews closely and read the written materials several times. This technique was useful for identifying unit of analysis. The unit of analysis in this article was defined word, sentence or paragraph.

b) Organizing phase

This phase included open coding, creating categories and abstraction. In the open coding, each interview was read line by line and all the words, sentences, and paragraphs including meaning units were coded in the margins to describe all aspects of the content. For categorization, a primary list of categories was prepared and continuously compared and grouped based on resemblance among headings. In the abstraction phase, 300 codes were put into the sub-categories grouped as six categories or subtheme and finally labeled as three main categories or themes.

Rigor

Four characteristics of credibility, confirmability, dependability, and transferability were used to ensure the accuracy and reliability of the data and findings in our study 17. The credibility of the findings was confirmed, using such techniques as member-checking and close communication with the participants. In order to increase the confirmability of the findings, external peer checking was used. Accordingly, part of the data and findings was sent to two experienced qualitative researchers and two PhD students of medical education to confirm the accuracy of the analysis and their useful recommendations were considered. To confirm dependability of the findings, the sampling technique was carried out with the maximum diversity in terms of gender, field of study, and university.

Ethical considerations

The present study was approved by Tehran University of Medical Sciences ethical committee (Code: IR.TUMS.MEDICINE.REC.1395.713). Explanations were provided to the participants regarding study objectives, collection of data, confidentiality of their details, and also ethical considerations observed in the e-mail and before the interviews. Informed consents for participation and permission to record interviews were obtained from the participants.

Results

The participants included 15 women (65%) and 8 men (35%), of whom, 17 studied medical education and 6 were engaged in e-learning in medical education at the Master’s degree level. The participants’ age ranged from 27 to 48 years with the mean age of 38.17 years (Table 1).

Analysis of data revealed three themes and six sub-themes as self-directed learning barriers in virtual education including: a) cognitive barriers (information overload and lack of focus on learning or mind wondering), b) communication barriers (inadequate coping skills, inadequate writing skills) and c) educationaland environmental barriers (heavy workload, role ambiguity) (Table 2).

Table 2

Themes and subthemes of the study

Theme	Subtheme
Cognitive and mental barriers	Information overload, lack of focus on learning (mind wondering)
Communication barriers	Role uncertainly (role ambiguity) and inadequate writing skills
Educational and environmental barriers	Heavy workload and inadequate coping skills

1. Cognitive barriers

1-1 Information overload

This was the first barrier extracted from the participants’ statements. Most participants mentioned anxiety and concerns caused by mismanagement of the vast volume of information in e-learning environment. They believed that access to information sources was challenging, and equally availability of huge amounts of information retrieved from the Internet was problematic, hampering logical deciphering of data. In this regard, two participants expressed their views:

Student code 10: “I saw so many links during e-learning, some with contradictory information. You get a mental block. I wasn’t able to sum up the subject at all, so I got stressed and I had to leave my study and assignments altogether”.

Student code 3: “I’m generally unable to filter out necessary or unnecessary information when I’m on the net. Even though I expect to find answers to my questions on the Internet and scientific sites, I get confused when I faced large numbers of articles and topics. I doubt if they are actually helpful for my assignments”.

2-1 Lack of focus on learning (mind wondering)

Another challenge in self-directed online learning was lack of focus on learning or “mind wondering”, which prevents students from concentrating and fulfilling their assignments. Students were therefore distressed and sought ways to prevent it. Mind wondering means diversion of attention and focus from the main task. Three students expressed their views about mind wondering:

Student code 18: “When studying, I inadvertently find myself wondering on unrelated sites, and I suddenly realize that I’ve lost so much time”.

Student code 23: “When doing my assignments, although I’m aware of the deadline, and that I don’t have much time, I get so involved checking Facebook, LinkedIn, and e-mails or playing around on the mobile that I lose so much time without doing my work. This makes me feel so guilty”.

Student code 1: "In the beginning of a video lecture, I easily focused on its content, but when we approached the end of course, it became more difficult to do so. Sometime, I prefer to leave the course for a long time so that I can better concentrate on the content".

Student code 3: “At home, when I’m listening to Podcast and professors’ recorded lecture, I suddenly find that I’ve missed part of the lecture as my mind is wondering, so I have to rewind and listen again”.

2. Communication barriers

2-1 Role uncertainly (role ambiguity)

The results obtained showed inconsistency between expectations of virtual students and teachers and vice versa. This barrier is referred to as “role uncertainly or ambiguity” in the literature. It arises when the regulations in virtual school do not clearly define roles of students and teachers. Sometime this role is more different from face-to-face education, then it is unclear for the student. In this respect, two students commented:

Student code 18: “I had done my undergraduate studies in person. Entering a virtual course was very strange and stressful. I thought virtual learning means we come here and watch videotaped lectures instead of going to the classroom for professors’ regular lectures.”

Student code 19: “Teachers should be constantly in touch to see if we have any questions. But, they expect us to get in touch when we have a problem. The teacher doesn’t know if I have understood the lesson. It’s not like the classroom, where the teacher can see me or look at my face to see if I have understood the lesson.”

Student code 5: “Assignments should be clear enough, so we don’t have to constantly ask the teacher, and feedback on assignments should come through quickly. They should check and respond. Teachers believe that they cannot be at our service 24/7 to answer our questions”.

Some instructors think that self-directed learning means that the students should learning on their own in a virtual environment without any support from their educators and school. The instructors misunderstand their role in receiving feedback from students and directing them toward self-directed learning. In this situation, students become more confused about their role, which leads to frustration, a reduction in their motivation for learning, and a decrease in their efficiency. For example:

Student code 1: “I think that as role of students changes in parallel with their course, the role of the instructor also needs to change. For example, the role of the instructor in semester 1 should be different from that in semester 4. I think that a student needs more consultation in semester 1.”

Student code 3: “I thought that the instructor helped me in all of the assignments. In a hard assignment, I waited to get help from the instructor. However, I found out that I had to do it on myself.”

2-2 inadequate writing skills

According to the results, one of the challenges faced by students was lack of good writing skills: formulation of ideas and their effective textual expression. Students communicated with classmates and teachers through writing, hence their skills, speed and accuracy in writing are very important. For example:

Student code 5: “I think students should have good writing skills, and stick to an ordered system, but I didn’t, and I got a lower mark. It made me feel bad”.

Student code 6: “For success in virtual debates or forum discussions, I should be able to express myself well or write well. I can talk about my analysis well, but it becomes difficult when I come to put that in writing, and I cannot write what’s in my mind to send to my teacher”.

Student code 14: “Sometimes I have good information but I can't organize them well into writing. It is very important for teachers to write a well-organized response.”

3- Educationalenvironment barriers

3-1 inadequate coping skills

Many participants believed that entering virtual learning and the role changes from being an attending student to a virtual student means huge stress for them, and requires consolidation of adaptation skills and student support through student support systems and preparation for self-directed learning. In other words, many participating students lacked necessary preparations for adaptation to virtual student role. For instance:

Student code 5: “I didn’t know much in the first semester. I was experiencing a new environment, I was disheartened and thought I couldn’t handle virtual learning. I needed some kind of support, from friends or teachers. With the stress I was experiencing, I felt unable to manage demands made by teachers, do assignments and hand them in on time, or deal with discussions in the forum”.

Student code 18: “I had done my undergraduate studies in person. Entering a virtual course was very strange and stressful. I thought virtual learning is watching videotaped lectures instead of going to the classroom for professors’ regular lectures.”

3-2 Heavy workload

The results obtained showed that the majority of students had trouble using limited opportunities. It is assumed that in virtual schools, successful students take maximum advantage of their limited time. Because of extensive tasks and assignments, many participating students considered online learning heavy and difficult, and that they may fail if they cannot find a solution to this problem. Many students also argued that they did not have enough time to explore additional resources.

Student code 18: “I tried to manage my time according to assignments, so I could send them within the deadline. But, it was often hard for me, especially in the first semester. Many teachers mark you down if you don’t send your assignments on time”.

Student code 10: “I think time management is much harder in virtual learning than in regular classes”.

The majority of participating students argued that the large volume of work assigned by different teachers at the same time and the short deadline given, and the large volume of some references and interaction of these factors, meant that they were unable to rethink their own learning process. In such circumstances, time management is often difficult for students. For instance:

Student code 2: “I think teachers should set fewer and more focused assignments for students. An effective assignment doesn’t need to be bulky”.

Student code 7: “Every teacher wants to finish his subject within a given deadline, and for a three-unit subject, he has to set 10 to 15 assignments throughout the semester. This much homework tires me out and I’m fed up”.

Discussion

One of the barriers to self-directed learning is termination of learning for whatever reason (12). In the present study, obstacles to self-directed learning, for various reasons adversely affected students’ learning. One of the problems faced by virtual students was information overload. Although nowadays information and communication technology supports processes of teaching and learning by facilitating access to information through computer networks, information overload is a major problem created by its development (17-19). According to a study conducted by Chen et al. (2009), perceived information overload affects virtual students’ participation and cognitive processing level in virtual debates. They also showed that this phenomenon does not affect all students because many students have already learned how to deal with that (20). Thus, it is important to teach students how to manage this obstacle.

In the present study, “mind wondering” was another learning barrier faced by virtual students. “Mind wondering” is one of the most common barriers to all mental activities. It is estimated that mind tends to divert from the current situation to unrelated thoughts in 50% of our waking hours (21). Several studies have shown that this phenomenon is very common in online learning environments (22-24), and this was also experienced by a number of participants in the present study. For instance, this was reported in relation to watching a video recording of a lecture. To prevent mind wondering, many previous studies have recommended that online lectures be short, and take a maximum of 10 minutes because people are unable to maintain long-term concentration (22,25). Use of technology (laptops, mobile, Facebook or other social media) is another important factor that diverts students’ thoughts during learning, and if this is not properly managed, it will lead to students’ academic failure (26,27). Moreover, in online learning, technology itself is an important mind wondering factor (28).

The present study results identified “role ambiguity” as another barrier faced by students in online learning environment. This phenomenon indicates that the unclarity of student-teacher expectations in the online environment leads to unsociability because there are no agreed standards on role behaviors and functions. Examples of such behaviors include student’s request for help and effective feedback from teachers. Generally, in an online learning environment, students and teachers have conflicting role expectations, which ultimately lead to their anxiety and stress. Thus, interventions by virtual education institutes such as preparing students and empowering teachers seem essential. Such strategies will provide students and teachers with the opportunity to become aware of their online role behaviors (29).

According to the present study results, adaptation to new learning environment is a necessary skill for virtual learning. Some studies have shown that student’s perception of the learning environment and their adaptation to this new environment is highly important, and will affect learning achievements (30,31).

In fact, virtual students should be able to adapt to the new learning environment and technologies for successful learning. A study recommended the use of cognitive learning strategies such as computer-based data management, time management and self-regulation for students’ adaptation to computer technology (32).

In the present study, another barrier faced by students was inadequate time management caused by the large volume of assignments. Muller (2008) reported that rational and flexible scheduling of assignments positively affects learning in online students (33). Holder (2007) reported that students with effective study habits and ability to learn who insist on finishing their assignments are more successful in online courses (34). Students with heavy workload are more likely to experience academic failure and dropout (35). Furthermore, poor course design leads to shallow learning. Students’ heavy workload and inappropriate assessment methods, and limitation of students’ choice of educational activities and topics in virtual courses are indicative of poor course design, which motivates students by external factors such as score (36). According to Lizzio et al. (2002), students’ perception of heavy workload and improper assessment will encourage them toward shallow learning (37). In contrast, Bunn (2004) argues that heavy workload is not too problematic when virtual students manage their time properly and have real expectations of what is involved (38).

According to the present study results, writing skill was another barrier to students’ learning in a virtual environment. Several studies have shown that in addition to self-directed skills, reading and writing skills affect the success of virtual students (39). Verbal communication is one of the most common online interaction methods (40). In asynchronous communications, online students feel each other’s presence through text trace. For instance, online students know for whom they left a message and what they think about others via comments read by others. This kind of communication requires students’ messaging knowledge, or the way assignments are written and how they are read by others. In this type of communication, students should be able to type, read and write. Thus, students with no communication skills will have problems in communicating with others and learning (41).

Conclusion

The present study results identified barriers to self-directed learning in postgraduate virtual students of medical sciences. These barriers include information overload, mind wondering, role ambiguity, inadequate coping skill, heavy workload, and inadequate writing skill. Identifying these barriers and finding ways to obviate them can lead to effective virtual learning, especially in students that mainly use this mode of education, and ultimately enhance the quality of learning.