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PlanningThis is the fourth article in our iTeach.MSU playlist for the Spartan Studios Playkit.Teaching a Studios course requires more coordination with co-instructors and/or external partners than standard undergraduate courses. It’s important to begin planning your course early and take this planning seriously in order for your course to be successful. During the planning phase, you will be selecting a course theme, choosing the right challenges for your students, developing your syllabus and learning objectives, thinking about recruiting students, and deciding on your course structure.
▶️Course Theme: Form your class around a theme or challenge that is difficult to solve and benefits from many disciplinary perspectives. The topic or project you already have for your course might already relate to a wicked problem; you may just need to make that explicit by iteratively asking yourself why that topic matters. For example:
▶️Defining the challenge: The course topic needs to be significant enough for students to create a meaningful connection to the project (develop passion and drive outside of obtaining a grade, or the “Gravity” in our model), while still being focused enough for students to make progress on their projects within the time and resource confines of a semester course. Striking this balance is important for students to feel connected to the project while also feeling empowered to make a tangible difference. Students should have the agency to shape what their solutions to these problems look like, but you’ll need your judgement to balance between the course’s gravity and the depth of focus on these problems. Ask yourself “what project goals will matter to my students and our partners but be achievable in one semester?” Ultimately, your students’ deliverables (what they create in the course, which can range from a plan, a prototype, or a finished product) will depend on the mix of specific students and majors who show up for the class. 

Too broad:

 worldwide food waste (too intractable and disputed)

Too narrow:

students’ personal food waste is too high (not enough impact)
campus is not aware of MSU’s anaerobic digester (pre-existing solution) 

“Just right”:

food waste on MSU's campus (increase awareness and track campaign’s success)
food waste at a grocery store (partner with a local business)
food waste at the individual level within our community (partner with the municipal government)


▶️Future potential: Consider a course theme with the potential for repeat offerings. The local solutions produced by the class one semester can be built on in the following semesters, or you can emphasize different facets of the problem each semester. Think about how to maintain community partnerships for those longer-term projects (see Partnerships, our next article next in the playlist). Consider roles for students interested in continuing to participate in the course; for example, by returning as learning assistants to mentor teams of enrolled students, or encouraging local partners to create internships or job opportunities.
▶️Attracting students to the course

Recruiting students to a new course is a challenge. Incorporate and prioritize your recruitment strategies as early as possible in your course planning.
If your course will be co-listed in multiple departments, one model for a Studio is “bring your own students”: each faculty member promotes the course in their department and “brings” their own set of students (for example, 4 instructors each bring 15 students from their own discipline). This works for classes where a larger number of students still fits the scope of the project(s).
Another option is to use interdepartmental listings. Any potential to list as a general education requirement (IAH, ISB, ISS) should be taken advantage of, as you can reach a larger pool of interested students. Be aware that obtaining approval for a new gen ed requirement can take up to a year. 

🔧Advisors of participating departments/majors should be made aware of the course offering and can be valuable assets in advertising the course. A compelling course description and interesting project are important draw factors as well. Ask your advisors to share the course description with the campus-wide advisor network to reach interested students in other departments. 
▶️Create Learning Objectives. Consider whether these will be uniform or vary for students in different majors, and what goals the disciplines may share together. Learning objectives can be explicitly flexible (i.e. "gain a skill specific to your own career goals"). Other learning objectives can relate to working on interdisciplinary teams or manage relationships with community partners. Experiential courses can include content learning objectives; if these are uniform, they should be achievable by all students, regardless of their major.
🔧Bloom’s taxonomy is a well-known framework for describing educational goals. It’s a great resource for writing learning objectives. 
▶️Planning Iterative Sprints. Project-based learning benefits from phases of iterative design. One model for Studios courses, described in (Heinrich et al. 2020) is to divide the semester into a content delivery phase followed by applied project work broken up into iterative production weeks, known as sprints, with student reflections. At each completed phase of the sprint, student teams present their prototypes and receive feedback from classmates, instructors, and/or community partners.
🔧Course schedule template for Spartan Studios courses including orientation (burn-in), project training, sequential sprints, and final reflection phases.




Weeks 1-4


Week 5


Weeks 6-8


Weeks 9-11


Weeks 12-14


Week 15




Orientation, content delivery (burn-in)


How to run a project in project-based learning


Sprint 1: Project plan, execution, reflection 


Sprint 2: Apply lessons to project, execution, reflection


Sprint 3: Apply lessons to project, execution, reflection


Submit final project, reflect on course experience





▶️Setting expectations for students. Setting course expectations for students should start at the course listing/department advising and continue with the syllabus, the first few class periods, and periodically throughout the course. The experiential framework of the course and the method of assessment may be jarring for students - they have been trained in traditional education styles for nearly their entire lives. 

Mention in the course description that this is an experiential course.
Clearly explain the experiential approach and assessment style to your students.

▶️Consider an online Studios experience. Think about how these in-person, collaborative experiences can be translated into an online format during the COVID-19 pandemic. We have supported one online Studios course so far, which included synchronous sessions and independent student work. Students can benefit from work on interdisciplinary experiential projects regardless of the modality in which the course is delivered; additional work is required to design what student-faculty and student-student engagements look like for an online course.
🔧Resources from ASPIRE, MSU’s self-paced asynchronous professional development for online teaching
🔧Online platforms can facilitate student brainstorming. Students can contribute to collaborative documents (Google Docs), slides (Google Slides) or whiteboards (i.e. Mural or Jamboard). These and other tools can support student teams’ virtual design processes and work sessions can be visible to faculty in real-time.
Photo by Kaleidico on Unsplash

Students often look to their advisors and instructors for assistance when dealing with a crisis, and it is important to know what resources are available to assist students. The information outlined below aim to empower you with the readiness and knowledge essential for adeptly addressing these concerns when they occur.
Emergency Resources
Below is a list of emergency resources that students can be directed to, including mental health, suicide prevention, and safe spaces. 
Mandatory Reporting 
All University employees, including graduate students and undergraduate student employees, as well as many University volunteers have reporting obligations.
Reporting is important to ensuring that the University is able to appropriately respond when there are RVSM incidents occurring on campus, within a university sponsored program or activity or otherwise adversely impacting our campus community. Persons who have been impacted by RVSM incidents still have the agency to decide whether and how to move forward and will receive information about access to resources and support. Review the infographic below creating by the Office for Civil Right and Title IX Educationa and Compliance and read the Mandatory Reporting FAQs page to be further informed on this policy. Incident Reports
To submit a report, use the Public Incident Report Form.
Care and Intervention Team
The Care and Intervention Team (formerly the Behavioral Threat Assessment Team) consists of university personnel with expertise in student affairs, mental and physical health, student conduct, human resources, and law enforcement/campus safety. Goals of CAIT include:

Provide a safe and supportive physical and emotional environment for members of the university community.
Identify, assess, and intervene with individuals who are struggling or who demonstrate concerning or threatening behavior. 
Provide support and resources to community members who are concerned for another individual.

When to contact the Care and Intervention Team
The CAIT becomes involved when any member of the MSU community submits a referral to the CAIT case manager. Referrals can be made by:
Email: MSU.Care@msu.edu(this link opens in a new window/tab)Web: Make a Referral form(this link opens in a new window/tab)
If an MSU student or employee exhibits any of the signs below, make a referral to the Care and Intervention Team:

Academic Indicators: If a student is regularly missing class, quality of work has diminished, grades have gone down, student’s engagement in class diminishes significantly, student has shared (in writing or class discussion) concerning self-disclosures; student is regularly falling asleep in class.
Emotional Indicators: Homesickness, difficulty adjusting to campus life or academics, extreme display of emotions (sadness, nervousness, fearfulness, anger); expressed hopelessness; shared suicidal ideation or harm to others.
Phyiscal Indicators: Individual was recently hospitalized, is experiencing chronic health concerns (physical or mental), significant change in appearance or personal hygiene; noticeable signs of physical self-harm.
Behavioral & Other Indicators: Threats or acts of violence to others; any behavior that is unusual or unexpected given the circumstances. Concerns regarding finances; shared lack of connection or community on-campus; expressed difficulty meeting basic needs (housing or food insecurity).

Awareness Training
Awareness training is recommended for all students, faculty, and staff and can be accessed on the MSU's Ability Training platform. Log in with your NetID and password and then click the Launch button to begin the course. The training is managed by the MSU Department of Police and Public Safety and includes a presentation explaining how to respond during an active violence situation. Throughout the training, knowledge checkpoint questions will appear on screen to evaluate participants’ understanding of the content.
In addition to the online training, the department still offers in-person training for students, faculty and staff. To request in-person training, please visit the MSU DPPS website.
Emergency Notifications
MSU encourages all faculty, staff, and students to sign-up to receive timely warning and emergency notification messages. To receive these alerts, you must be enrolled in the current semester or employed at the University. The contact information you provided during enrollment or during new employee orientation is automatically submitted into the alert system. Visit https://alert.msu.edu/(this link opens in a new window/tab) for more details. 

Click the image above to access a PDF of the Quick Guide. Remote Communication With Your Students
This quick guide provides an introduction to communicating with your students as you move to remote teaching. It outlines key steps to Plan, Modify, and Implement when making this move to optimize student learning. As with any steps you take in moving to remote teaching, it’s important to anchor your decisions in course learning objectives and to be transparent, flexible, and generous with students.
Plan
Michigan State University has shifted to remote teaching, which means your course will be moving to a digital environment. Remote teaching is a way to continue instruction when face-to-face meetings are disrupted and you are not able to meet in person. When planning for remote teaching, it’s important to develop a communication plan for helping students transition to a remote environment.
Modify
It is important that you develop a communication plan for maintaining ongoing contact with your students about the course. Consider the following:

Clarify your modified expectations and course elements:

When your class will meet. Schedule any virtual sessions during the time your course already meets. This guarantees that students have the availability.
How you will deliver content (e.g. Zoom, recorded lectures, etc.).
How students will engage with one another.
How students will be assessed moving forward.
Changes to assignments.


Tell students how they can contact you and how soon they can expect a reply from you.
Consider using the D2L announcements and discussion board tools to push out course-level communications.

 
Even if you have not yet finalized all the changes to your course, it is important to send a message to your students so they know how to reach you. To get started, here is a sample email you might send:
 
Dear [insert course name here] students,
 
I’m writing to let you know that the University is implementing a remote teaching strategy in response to the novel coronavirus. What this means for you is that we will not be meeting at our normal class location. Instead, we will meet online at the same time our class normally meets. However, I will be hosting the class through Zoom. We will also be using our D2L course site to deliver and collect materials for the class. To access the course, go to https://d2l.msu.edu/. Once you log in with your NetID and password, you should see our course listed under “My Courses”.
 
Over the next few days, I will keep you informed about how our course experience will change. Know for now that we are planning to move forward with the course, and please be patient while we get things shifted for this new mode. I will be back in touch soon with more details.
 
Best,
[Insert your name]
Implement
As your initial form of communication with students, it is important to inform your class often about course changes and expectations. To send emails, you have several options:

D2L email classlist function
The Instructor Systems email tool from the Registrar’s website
Spartan Mail for individual and small group communications

Additional Help
For additional help and support, please check out the other Remote Teaching articles here, or contact the MSU IT Service Desk at local (517) 432-6200 or toll free (844) 678-6200.
 
Attribution 4.0 International (CC BY 4.0)

This week, we are featuring Dr. Eleanor (Ellie) Louson, one of the Center for Teaching and Learning Innovation's educational developers! Ellie earned her bachelor’s degrees from Bishop’s University, her master’s degree in the History and Philosophy of Science from the University of Toronto, and her Ph.D. in Science & Technology Studies at York University. She has a joint-appointment as an educator in Lyman Briggs College, MSU, where she teaches courses in the History, Philosophy, and Sociology of Science. Her research interests include wildlife films’ representation of animal behavior and interdisciplinary, experiential teaching and learning. Her teaching, research, and learning design backgrounds have taught her the value of interdisciplinarity, storytelling, and engagement for higher education. Ellie is originally from the Montreal area and plays in a rock band. Ellie has also been a recipient of the #iteachmsu Educator Award!
Read more about Dr. Louson’s perspectives below. #iteachmsu's questions are bolded below, followed by her responses! 


In one word, what does being an educator mean to you?  
My one word is “care” but it’s more care-as-doing than the emotional dimension of caring. As a teacher, I want to support my students being able to thrive in our class and in their broader lives. I do many things before and during class to support them, including a pre-course survey to learn about their tech and accessibility needs, as well as anything relevant to their situation during the pandemic. I design my classes with lots of flexibility and many assignments are open format. I use an Annotated Syllabus activity so that students can ask questions and make suggestions before I finalize it.
What does this word/quality looks like in your practice? Have your ideas on this changed over time? If so how?
I check in with students in lots of ways. At certain points in the semester, I check in to make sure they understand their progress towards the learning goals and flag any missing assignments. I also start each class with a check-in to give them a mindful moment to reflect on how they’re doing in 3 words, and I turn those check-ins into a word cloud to visualize patterns and to help me be responsive to the class’ energy levels. [Here’s an example word cloud. I use www.wordclouds.com to generate them]
 

I don’t have late penalties, but weekly assignments are spread throughout the syllabus as a marker of the expected pace of work. Students have full lives beyond the course and sometimes it’s reasonable for them to focus on other things. But I also care about their learning. I build in tutorials and extra office hours leading up to major assignments to make sure they can get the help they need. Those assignments also have a draft stage where I give feedback on their in-progress work. And they can revise assignments to improve their grades. I hope this contributes to a climate where it’s ok to try things and fail.
Tell us more about your educational “setting.” This can include, but not limited to departmental affiliations, community connections, co-instructors, and students. (AKA, where do you work?)
I work as an educational developer in the Center for Teaching and Learning Innovation, MSU’s new teaching center, which launched this fall. My colleagues and I work to support and connect MSU’s educators. Before that, I was part of the Hub for Innovation in Learning and Technology. I’m also one of the teaching faculty in Lyman Briggs College, where I teach courses in the History, Philosophy, and Sociology of Science to mainly STEM undergrads. I’m also fortunate to be a director of the CTLI Grad Fellowship, alongside my colleague Makena Neal.
What is a challenge you experience in your educator role? Any particular “solutions” or “best practices” you’ve found that help you support student success at the university despite/in the face of this? 
One challenge for me is that I’m too eager to say “yes” to opportunities that improve academic communities. I like to help, and I know the value of academic service work, so I’m glad to be able to contribute my design or communications skills to a project. But if I take on too many commitments, I am less able to be useful to those efforts. Another downside is that I get overwhelmed! By having stronger boundaries around my downtime and waiting 24 hours before taking on any new commitments, I can better protect my time and energy and make more of a positive difference for the things I deliberately take on..
What are practices you utilize that help you feel successful as an educator?
I learned a lot during the pivot to online teaching about building effective and engaging online courses, and many of those things translate to hybrid and in-person courses as well. I try to give students clarity about expectations, assignments, and the cadence of the class. I think I feel most successful when I share practices that work for me and then fellow educators tell me that they tried them in their own courses and that it helped. I write (and co-author) pedagogy articles for my HPS disciplinary newsletter that I hope help people in my discipline improve their teaching or meet the challenge of online learning. My favorite so far is called “You Can Teach Online! Designing effective and engaging online courses.”
What topics or ideas about teaching and learning would you like to see discussed on the iteach.msu.edu platform? Why do you think this conversation is needed at MSU?
I love iteach.msu as a space for educators to connect and share our ideas and teaching practices. I like learning about new tools and teaching tips on the platform. And I’ve had great experiences sharing resources on iteach.msu. I’ve had MSU educators connect with me after they discovered our playlist for the Spartan Studios Playkit, which is a set of resources for interdisciplinary, experiential teaching based on a pilot project of courses. It’s also really useful that #iteachmsu articles can have audiences beyond MSU. For example, when I present the Spartan Studios project at external conferences, I can share links with the audience and the content is accessible.
I’m interested in learning more about ungrading, both because I think ungrading practices give students more ownership into their own learning and metacognitive reflection, and (probably more selfishly) because I want less grading to do.
What are you looking forward to (or excited to be a part of) this semester?
I’m teaching a Science and the Environment course for Lyman Briggs, and one of the major assignments has students researching conservation initiatives. They also vote (as well as decide on a voting process) to make a real donation to one of the initiatives. It can be a conservation charity, awareness campaign, research institute; any organization that is focused on conservation research or practice. In the past this activity really engaged the students because they end up advocating for the groups, they think are the most impactful or need our donation the most. Since it’s “real” in a way that many academic assignments aren’t, they seem to care about how we make the decision. They also learn about the economics of conservation, and last year a few students got really interested in ranked-choice voting processes. I’m looking forward to improving the assignment based on feedback from last year and learning more about how to teach students to build effective presentations, because communicating in a variety of formats is a key learning objective for the course.
 
Don't forget to celebrate individuals you see making a difference in teaching, learning, or student success at MSU with #iteachmsu's Thank an Educator initiative. Submitted educators recieve a message of gratitude from #iteachmsu and are recognized annually with the Provost's #iteachmsu Educator Award. Submissions are also used to select educators to appear in our Educator Stories features! 

We are excited to announce the app for the MSU Spring Conference on Teaching and Learning, powered by Guidebook, is now available. With this resource, you have access to the most up-to-date information as well as networking tools. The Center for Teaching and Learning Innovation is excited to be piloting this platform to make engagement in this year’s Spring Conference on Teaching & Learning easy, interactive, and accessible. 
Conference Registration: Please note the two non-consecutive days of the Spring Conference on Teaching and Learning require two separate registrations.  
Day 1: April 19, 2024: Synchronous, Virtual via Guidebook App/Site
Register for Day 2: May 1, 2024: In-Person, Kellogg Hotel & Conference Center 
After you’ve registered, you’ll receive an email with instructions on accessing the Conference’s Guidebook app, where you can build a personalized schedule, connect with others, add linked materials to your session’s discussion board and more! 
If you have not yet downloaded the App, instructions are included here: 1) On your mobile device get guidebook here. Tap “Download the app” to access the guide on your iOS and Android device.AND /OR2) On your computer, access the conference schedule via guidebook online. 

In-Guide Navigation
Tap on the icon in the top-left corner of the screen to access the navigation menu.
Once the menu bar is open, there are three icons on the right-hand side. You can search for content within the guide using the magnifying glass. The share icon will allow you to share the cover page URL if this is enabled for the guide. Tapping on the arrow circles will download the latest available updates to the guide. 
Learn more about creating an account, signing in and managing your profile in Guidebook’s User Accounts support article.
Navigation
From the menu, you can access the various components of your guide. Guidebook provides a few different tools to help you get the most out of your event experience.
The guide builder may have named the menu items differently or used different icons for your guide than what you see in these examples. Tap on the menu items to explore everything in the guide.
Day 1 Info - Virtual
Here users will find information about accessing zoom and zoom best practices.
Day 2 Info - In Person
Here users will find information about parking at the Kellogg Hotel and Conference Center as well as the floorplan (map). Now that you know what’s happening and when you need to know where to go. You can tap on a location on the floor plan to see what sessions are happening there. 
Schedule and Speaker Info
You can find everything you need to know about sessions in the Schedule. Tap on the dates at the top of the screen to navigate through the schedule. Tap on a session name to get more details. NOTE: you'll need to swipe (on mobile) or advance through the calendar to see the two dates of MSU's Spring Conference-- April 19, 2024 and May 1, 2024.Accessing virtual zoom presentations for the April 19th, Day 1, of the conference, please use the Guidebook App. 

use the public Guidebook Link (shared via email) 
go to the conference schedule in the left menu
click on the session you're interested in attending
when the session opens, you'll see a Blue zoom logo box with a "play icon"
if you want to add a reminder to your outlook calendar you can click the download button and an .ics file will be added to your computer's downloads
at the time of your event, click the play icon - write your name and MSU email, and click log in 

you can choose to open zoom within Guidebook or "launch zoom"


zoom will open

You may see colorful dots on some sessions. These indicate schedule tracks, which are tags for sessions according to topic, intended audience, etc.
Below the session description text, you may see links to other items in the guide, surveys, PDFs, and/or website as additional resources.
If YouTube, Vimeo, or Twitch videos have been added to the session, you can play these in the header of the session details page.      My Schedule
When exploring the schedule, you will see plus sign symbols next to session titles when viewing a schedule overview. Tap on the plus sign (+) to add a session to your My Schedule.
If you tap on a schedule session name to learn more about it, you will have the option to Add to My Schedule at the bottom of the screen. Tap this button to add the session to your My Schedule.
If the guide-builder has set space limitations and enabled registration for sessions, you will be required to log in to your account before you can add sessions to your My Schedule.
You can also create your own schedule items by tapping on My Schedule feature in the app and tapping on the plus sign (+) near the top-right corner. Add your personal session details, and click Save.
Personal schedules can be created and shared with others via My Schedule, learn more in Guidebook’s article on meeting booking.  
My Notes
You can access Notes from the Notes menu item in a guide. You can also tap Create note or the note symbol from any schedule session or list item.
All notes are stored locally on your device. Tap on a note to edit, delete, or export/share it. 

The export/share button looks like on Apple devices.
The export/share button looks like on Android devices.

You can also export/share all of your notes from the Notes menu item screen.
To be able to export/share your notes, sharing must be enabled in your guide under Guide Details > Privacy. 
Share, Connect, Grow
The Interact feed is a great place to see what’s going on at your event. Read announcements, post pictures, find popular sessions, and have discussions with fellow attendees all in one place. 
If you choose to log in, your profile will be public and you will show in the Connect list. You’ll be given suggested connections based on the interests you filled in upon onboarding (if the guide creator has set any). You can add a picture and modify your profile (if you would like to share information) and chat with other attendees. When you are checked in to a guide you can be invited to meet other users using Meeting Booking.
Center for Teaching and Learning Innovation (CTLI)
This area links users to more information about the CTLI, hosting organization for the Spring Conference, and the basic web version of conference information.
Notifications
Any notifications that have been sent to this guide will show in the Notifications feature. If you have signed in to the guide, notifications can be sent directly to you by the guide builder. 

Instructional Guidance Is Key to Promoting Active Learning in Online and Blended Courses Written by: Jay Loftus Ed.D. (MSU / CTLI) & Michele Jacobsen, Ph.D. (Werklund School of Education - University of Calgary)
Abstract - Active learning strategies tend to originate from one of two dominant philosophical perspectives. The first position is active learning as an instructional philosophy, whereby inquiry-based and discovery learning are primary modalities for acquiring new information. The second perspective considers active learning a strategy to supplement the use of more structured forms of instruction, such as direct instruction. From the latter perspective, active learning is employed to reinforce conceptual learning following the presentation of factual or foundational knowledge. This review focuses on the second perspective and uses of active learning as a strategy. We highlight the need and often overlooked requirement for including instructional guidance to ensure active learning, which can be effective and efficient for learning and learners.
Keywords - Active learning, instructional guidance, design strategy, cognitive load, efficiency, online and blended courses
 
Introduction
Learner engagement in online courses has been a central theme in educational research for several years (Martin, Sun and Westing, 2020). As we consider the academic experiences during the COVID-19 pandemic, which began in 2020 and started to subside in 2022, it is essential to reflect on the importance of course quality (Cavanaugh, Jacquemin and Junker, 2023) and learner experience in online courses (Gherghel, Yasuda and Kita, 2023). Rebounding from our collected experience, learner engagement continues to be an important element of course design and delivery. This fact was highlighted in 2021, when the United States Department of Education (DOE) set forth new standards for institutions offering online courses. To be eligible for Title IV funding, new standards require non-correspondence courses to ensure regular and substantive interactions (RSI) between instructors and students (Downs, 2021). This requirement necessitates the need to find ways to engage students allowing instructors the ability to maximize their interactions. One possible solution is to use active learning techniques that have been shown to increase student engagement and learning outcomes (Ashiabi & O’ Neal, 2008; Cavanaugh et al., 2023).
Active learning is an important instructional strategy and pedagogical philosophy used to design quality learning experiences and foster engaging and interactive learning environments. However, this is not a novel perspective. Many years ago in their seminal work, Chickering and Gamson (1987) discussed the issue of interaction between instructors and students, suggesting that this was an essential practice for quality undergraduate education. The newfound focus on active learning strategies has become more pronounced following an examination of instructional practices from 2020 to 2022. For example, Tan, Chng, Chonardo, Ng  and Fung (2020) examined how chemistry instructors incorporated active learning into their instruction to achieve equivalent learning experiences in pre-pandemic classrooms. Similarly, Misra and Mazelfi (2021) described the need to incorporate group work or active learning activities into remote courses to: ‘increase students’ learning motivation, enforce mutual respect for friends’ opinions, foster excitement’ (p. 228). Rincon-Flores & Santos-Guevara (2021) found that gamification as a form of active learning, ‘helped to motivate students to participate actively and improved their academic performance, in a setting where the mode of instruction was remote, synchronous, and online’ (p.43). Further, the implementation of active learning, particularly gamification, was found to be helpful for promoting a more humanizing learning experience (Rincon-Flores & Santos-Guevara, 2021).
This review examines the use of active learning and presents instructional guidance as an often-overlooked element that must be included to make active learning useful and effective. The omission of explicit and direct instructional guidance when using active learning can be inefficient, resulting in an extraneous cognitive burden on learners (Lange, Gorbunova, Shcheglova and Costley, 2022). We hope to outline our justification through a review of active learning and offer strategies to ensure that the implementation of active learning is effective.
Active Learning as an Instructional Philosophy
Active learning is inherently a ‘student-centered’ instructional paradigm that is derived from a constructivist epistemological perspective (Krahenbuhl, 2016; Schunk, 2012). Constructivism theorizes that individuals construct their understanding through interactions and engagements, whereby the refinement of skills and knowledge results over time (Cobb & Bowers, 1999). Through inquiry, students produce experiences and make connections that lead to logical and conceptual growth (Bada & Olusegun, 2015). Engaging learners in activities, tasks, and planned experiences is an overarching premise of active learning as an instructional philosophy. As an overarching instructional philosophy, the role of instructional guidance can be minimized. As Hammer (1997) pointed out many years ago, the role of the instructor in these environments is to provide content and materials, and students are left make ‘discoveries’ through inquiry.
Inquiry-based learning (IBL) is an instructional practice that falls under the general category of ‘active learning’. The tenets of IBL adhere to a constructivist learning philosophy (de Jong et al., 2023) and can be characterized by the following six elements (Duncan & Chinn, 2021). Students will:

Generate knowledge through investigation of a novel issue or problem.
Work ‘actively’ to discover new findings.
Use of evidence to derive conclusions.
Take responsibility for their own learning through ‘epistemological agency’ (Chinn & Iordanou, 2023) and share their learning with a community of learners.
Use problem-solving and reasoning for complex tasks.
Collaborate, share ideas, and derive solutions with peers.

Historically, inquiry-based learning as a form of active learning was adopted as an overall instructional paradigm in disciplines such as medicine and was closely aligned with problem-based learning (PBL) (Barrows, 1996). Proponents of PBL advocate its use because of its emphasis on the development of skills such as communication, collaboration, and critical thinking (Dring, 2019). Critics of these constructivist approaches to instruction highlight the absence of a structure and any form of instructional guidance (Zhang & Cobern, 2021). Instead, they advocate a more explicit form of instruction such as direct instruction (Zhang, Kirschner, Corben and Sweller, 2022).
The view that a hybrid of IBL coupled with direct instruction is the optimal approach to implementing active learning has been highlighted in the recent academic literature (de Jong et al., 2023). The authors suggest that the selection of direct instruction or active learning strategies, such as IBL, should be guided by the desired outcomes of instruction. If the goal of instruction is the acquisition of more foundational or factual information, direct instruction is the preferred strategy. Conversely, IBL strategies are more appropriate ‘for the promotion of deep understanding and transferrable conceptual understanding of topics that are open-ended or susceptible to misconceptions’ (de Jong et al., 2023 p. 7).
The recommendation to use both direct instruction and approaches like IBL has reframed active learning as an instructional strategy rather than an overarching pedagogical philosophy. Active learning should be viewed as a technique or strategy coupled with direct instructional approaches (de Jong et al., 2023).
Active Learning as an Instructional Strategy
Approaching active learning as an instructional strategy rather than an overarching instructional philosophy helps clarify and address the varying perspectives found in the literature. Zhang et al. (2022) suggested that there is a push to emphasize exploration-based pedagogy. This includes instructional approaches deemed to be predicated on inquiry, discovery, or problem-based approaches. This emphasis has resulted in changes to curricular policies that mandate the incorporation of these instructional philosophies. Zhang et al. (2022) discussed how active learning approaches can be incorporated into science education policy to emphasize ‘inquiry’ approaches, despite adequate evidence for effectiveness.  Zhang et al. (2022) stated that the ‘disjoint between policy documents and research evidence is exacerbated by the tendency to ignore categories of research that do not provide the favored research outcomes that support teaching science through inquiry and investigations’ (p. 1162). Instead, Zhang et al. (2022) advocate for direct instruction as the primary mode of instruction in science education with active learning or ‘inquiry’ learning incorporated as a strategy, arguing that conceptual or foundational understanding ‘should not be ‘traded off’ by prioritizing other learning outcomes’ (p. 1172).
In response to Zhang et al. ’s (2022) critique, de Jong et al. (2023) argued that research evidence supports the use of inquiry-based instruction for the acquisition of conceptual understanding in science education. They asserted that both inquiry-based (or active learning approaches) and direct instruction serve specific learning needs. Direct instruction may be superior for foundational or factual learning, while inquiry-based or active learning may be better for conceptual understanding and reinforcement. The conclusion of de Jong et al. ’s (2023) argument suggests the use of a hybrid of direct instruction and active learning techniques, such as inquiry-based designs, depending on the stated learning objectives of the course or the desired outcomes.
This hybrid approach to instructional practice can help ensure that intended learning outcomes are matched with effective instructional strategies. Furthermore, a hybrid approach can help maintain efficiency in learning rather than leaving the acquisition of stated learning outcomes to discovery or happenstance (Slocum & Rolf, 2021).  This notion was supported by Nerantzi's (2020) suggestion that ‘students learn best when they are active and immersed in the learning process, when their curiosity is stimulated, when they can ask questions and debate in and outside the classroom, when they are supported in this process and feel part of a learning community’ (p. 187). Emphasis on learner engagement may support the belief that active learning strategies combined with direct instruction may provide an optimal environment for learning. Active learning strategies can be used to reinforce the direct or explicit presentation of concepts and principles (Lapitan Jr, Tiangco, Sumalinog, Sabarillo and  Diaz, 2021).
Recently, Zhang (2022) examined the importance of integrating direct instruction with hands-on investigation as an instructional model in high school physics classes. Zhang (2022) determined that ‘students benefit more when they develop a thorough theoretical foundation about science ideas before hands-on investigations’ (p. 111). This supports the earlier research in post-secondary STEM disciplines as reported by Freeman, Eddy, McDonough and Wenderoth (2014), where the authors suggested that active learning strategies help to improve student performance. The authors further predicted that active learning interventions would show more significant learning gains when combined with ‘required exercises that are completed outside of formal class sessions’ (p. 8413).
Active Learning Strategies
Active learning is characterized by activities, tasks, and learner interactions. Several characteristics of active learning have been identified, including interaction, peer learning, and instructor presence (Nerantzi, 2020). Technology affords students learning opportunities to connect pre-, during-, and post-formal learning sessions (Zou & Xie, 2019; Nerantzi, 2020). The interactions or techniques that instructors use help determine the types of interactions and outcomes that will result. Instructors may be ‘present’ or active in the process but may not provide adequate instructional guidance for techniques to be efficient or effective (Cooper, Schinske and Tanner, 2021; Kalyuga, Chandler and Sweller. 2001). To highlight this gap, we first consider the widely used technique of think-pair-share, an active learning strategy first introduced by Lyman (1981). This active learning strategy was introduced to provide all students equitable opportunities to think and discuss ideas with their peers. The steps involved in this technique were recently summarized (Cooper et al., 2021): i) provide a prompt or question to students, (ii) give students a chance to think about the question or prompt independently, (iii) have students share their initial answers/responses with a neighbor in a pair or a small group, and (iv) invite a few groups a chance to share their responses with the whole class.
Instructional guidance outlines the structure and actions associated with a task. This includes identifying the goals and subgoals, and suggesting strategies or algorithms to complete the task (Kalyuga et al., 2001). Employing the strategy of think-pair-sharing requires more instructional guidance than instructors may consider. The title of the strategy foreshadows what students will ‘do’ to complete the activity. However, instructional guidance is essential to help students focus on the outcome, rather than merely enacting the process of the activity. Furthermore, instructional guidance or instructions given to students when employing think-pair-sharing can help make this activity more equitable. Cooper et al. (2021) point out that equity is an important consideration when employing think-pair-share. Often, think-pair-share activities are not equitable during the pair or share portion of the exercise, and can be dominated by more vocal or boisterous students. Instructional guidance can help ensure that the activity is more equitable by providing more explicit instructions on expectations for sharing. For example, the instructions for a think-pair-share activity may include those that require each student to compose and then share ideas on a digital whiteboard or on a slide within a larger shared slide deck. The opportunity for equitable learning must be built into the instructions given to students. Otherwise, the learning experience could be meaningless or lack the contribution of students who are timid or find comfort in a passive role during group learning.
Further considerations for instructional guidance are necessary since we now use various forms of Information and Communications Technology (ICT) to promote active learning strategies. Web conferencing tools, such as Zoom, Microsoft Teams, and Google Meet, were used frequently during the height of required remote or hybrid teaching (Ahshan, 2021). Activities that separated students into smaller work groups via breakout rooms or unique discussion threads often included instructions on what students were to accomplish in these smaller collaborative groups. However, the communication of expectations or explicit guidance to help direct students in these groups were often not explicit or were not accessible once the students had been arranged into their isolated workspaces. These active learning exercises would have benefited from clear guidance and instructions on how to ‘call for help’ once separated from the larger group meetings. For example, Li, Xu, He, He, Pribesh, Watson and Major, (2021) described an activity for pair programming that uses zoom breakout rooms. In their description, the authors outlined the steps learners were expected to follow to successfully complete the active learning activity, as well as the mechanisms students used to ask for assistance once isolated from the larger Zoom session that contained the entire class. The description by Li et al. (2021) provided an effective approach to instructional guidance for active learning using Zoom.  Often, instructions are verbalized or difficult to refer to once individuals are removed from the general or common room. The lack of explicit instructional guidance in these activities can result in inefficiency (Kalyuga et al., 2001) and often inequity (Cooper et al., 2021).
The final active learning approach considered here was a case study analysis of asynchronous discussion forums. To extend engagement with course content, students were assigned a case study to discuss in a group discussion forum. The group is invited to apply course concepts and respond to questions as they analyze the case and prepare recommendations and a solution (Hartwell et al., 2021). Findings indicate that case study analysis in discussion forums as an active learning strategy “encouraged collaborative learning and contributed to improvement in cognitive learning” (Seethamraju, 2014, p. 9). While this active learning strategy can engage students with course materials to apply these concepts in new situations, it can also result in a high-volume-low-yield set of responses and posts without sufficient instructional guidance and clear expectations for engagement and deliverables. Hartwell, Anderson, Hanlon, and Brown (2021) offer guidance on the effective use of online discussion forums for case study analysis, such as clear expectations for student work in teams (e.g., a team contract), ongoing teamwork support through regular check-ins and assessment criteria, clear timelines and tasks for individual analysis, combined group discussion and cross-case comparison, review of posted solutions, and requirements for clear connections between case analysis and course concepts.
Active Learning & Cognitive Load Theory
In a recent review of current policy and educational standards within STEM disciplines, Zhang et al. (2022) argued that structured instructional approaches such as direct instruction align more closely with cognitive-based learning theories. These theories are better at predicting learning gains and identifying how learning occurs. Cognitive load theory is one such theory based on three main assumptions. First, humans have the capacity to obtain novel information through problem-solving or from other people. Obtaining information from other individuals is more efficient than generating solutions themselves. Second, acquired information is confronted by an individual’s limited capacity to first store information in working memory and then transfer it to unlimited long-term memory for later use. Problem-solving imposes a heavy burden on limited working memory. Thus, learners often rely on the information obtained from others. Finally, information stored in long-term memory can be transferred back to working memory to deal with familiar situations (Sweller, 2020). The recall of information from long-term memory to working memory is not bound by the limits of the initial acquisition of information in working memory (Zhang et al., 2022).
Zhang et al. (2022) state that ‘there never is a justification for engaging in inquiry-based learning or any other pedagogically identical approaches when students need to acquire complex, novel information’ (p. 1170). This is clearly a one-sided argument that focuses on the acquisition of information rather than the application of acquired information. This also presents an obvious issue related to the efficiency of acquiring novel information. However, Zhang et al. (2022) did not argue against the use of active learning or inquiry learning strategies to help reinforce concepts, or the use of the same to support direct instruction.
The combination of active learning strategies with direct instruction can be modified using assumptions of cognitive load, which highlights the need to include instructional guidance with active learning strategies. The inclusion of clear and precise instructions or instructional guidance is critical for effective active learning strategies (Murphy, 2023). As de Jong et al. (2023) suggest, ‘guidance is (initially) needed to make inquiry learning successful' (p.9). We cannot assume that instructional guidance is implied through the name of the activity or can be determined from the previous learning experiences of students. Assumptions lead to ambiguous learning environments that lack instructional guidance, force learners to infer expectations, and rely on prior and/or potentially limited active learning experiences. In the following section, we offer suggestions for improving the use of active learning strategies in online and blended learning environments by adding instructional guidance.
Suggestions for Improving the Use of Active Learning in Online and Blended Courses
The successful implementation of active learning depends on several factors. One of the most critical barriers to the adoption of active learning is student participation. As Finelli et al. (2018) highlighted, students may be reluctant to participate demonstrating behaviors such as, ‘not participating when asked to engage in an in-class activity, distracting other students, performing the required task with minimal effort, complaining, or giving lower course evaluations’ (p. 81). These behaviors are reminiscent of petulant adolescents, often discouraging instructors from implementing active learning in the future. To overcome this, the authors suggested that providing a clear explanation of the purpose of the active learning exercise would help curb resistance to participation. More recently, de Jong et al. (2023) stated a similar perspective that ‘a key issue in interpreting the impact of inquiry-based instruction is the role of guidance’ (p. 5). The inclusion of clear and explicit steps for completing an active learning exercise is a necessary design strategy. This aspect of instructional guidance is relatively easy to achieve with the arrival of generative artificial intelligence (AI) tools used to support instructors. As Crompton and Burke (2024) pointed out in their recent review, ‘ChatGPT can assist teachers in the creation of content, lesson plans, and learning activities’ (p.384). More specifically, Crompton and Burke (2024) suggested that generative AI could be used to provide step-by-step instructions for students. To illustrate this point, we entered the following prompt into the generative AI tool, goblin.tools (https://goblin.tools/) ‘Provide instructions given to students for a carousel activity in a college class.’ The output is shown in Fig. 1. This tool is used to break down tasks into steps, and if needed, it can further break down each step into a more discrete sequence of steps.

Figure 1 . Goblin.tools instructions for carousel active learning exercises.
The omission of explicit steps or direct instructional guidance in an active learning exercise can potentially increase extraneous cognitive load (Klepsch & Seufert, 2020; Sweller, 2020). This pernicious impact on cognitive load is the result of the diversion of one’s limited capacity to reconcile problems (Zhang, 2022). Furthermore, the complexity of active learning within an online or blended course is exacerbated by the inclusion of technologies used for instructional purposes. Instructional guidance should include requisite guidance for tools used in active learning. Again, generative AI tools, such as goblin.tools, may help mitigate the potential burden on cognitive load. For example, the use of webconferencing tools, such as Zoom or Microsoft Teams, has been pervasive in higher education. Anyone who uses these tools can relate to situations in which larger groups are segmented into smaller groups in isolated breakout rooms. Once participant relocation has occurred, there is often confusion regarding the intended purpose or goals of the breakout room. Newer features, such as collaborative whiteboards, exacerbate confusion and the potential for excessive extraneous load. Generative AI instructions (see Figure 2) could be created and offered to mitigate confusion and cognitive load burden.

Figure 2. Zoom collaborative whiteboard instructions produced by goblin.tools
 
Generative AI has the potential to help outline the steps in active learning exercises. This can be used to minimize confusion and serve as a reference for students. However, instruction alone is often insufficient to make active learning effective. As Finelli et al. (2018) suggest, the inclusion of a rationale for implementing active learning is an effective mechanism to encourage student participation. To this end, we suggest the adoption of what  Bereiter (2014) called Principled Practical Knowledge (PPK) which consists of the combination of ‘know-how’ with ‘know why’ (Bereiter, 2014). This perspective develops out of learners’ efforts to solve practical problems. It is a combination of knowledge that extends beyond simply addressing the task at hand. There is an investment of effort to provide a rationale or justification to address the ‘know why’ portion of PPK (Bereiter, 2014). Creating conditions for learners to develop ‘know-how’ is critical when incorporating active learning strategies in online and blended courses. Instructional guidance can reduce ambiguity and extraneous load and can also increase efficiency and potentially equity.
What is typically not included in the instructional guidance offered to students is comprehensive knowledge that outlines the requirements for technology that is often employed in active learning strategies. Ahshan (2021) suggests that technology skill competency is essential for the instructors and learners to implement the activities smoothly. Therefore, knowledge should include the tools employed in active learning. Instructors cannot assume that learners have a universal baseline of technological competency and thus need to be aware of this diversity when providing instructional guidance.
An often-overlooked element of instructional guidance connected to PPK is the ‘know-why’ component. Learners are often prescribed learning tasks without a rationale or justification for their utility. The underlying assumption for implementing active learning strategies is the benefits of collaboration, communication, and collective problem-solving are clear to learners (Dring, 2019; Hartikainen et al., 2019). However, these perceived benefits or rationales are often not provided explicitly to learners; instead, they are implied through use.
When implementing active learning techniques or strategies in a blended or online course one needs to consider not only the ‘know-how,’ but also the ‘know-why.’ Table 1 helps to identify the scope of instructional guidance that should be provided to students.
 
Table 1. Recommended Type of Instructional Guidance for Active Learning




 


Know How


Know Why




Activity


Steps


Purpose / Rationale




Technology


Steps


Purpose / Rationale




Outcomes / Products


Completion


Goals




 
The purpose of providing clear and explicit instructional guidance to learners is to ensure efficiency, equity, and value in incorporating active learning strategies into online and blended learning environments. Along with our argument for “know-why” (Bereiter, 2012), we draw upon Murphy (2023) who highlights the importance of “know-how’ by stating, ‘if students do not understand how a particular learning design helps them arrive at a particular outcome, they tend to be less invested in a course’ (n.p.).
Clear instructional guidance does not diminish the authenticity of various active learning strategies such as problem-based or inquiry-based techniques. In contrast, guidance serves to scaffold the activity and clearly outline learner expectations. Design standards organizations, such as Quality Matters, suggest the inclusion of statements that indicate a plan for how instructors will engage with learners, as well as the requirements for learner engagement in active learning. These statements regarding instructor engagement could be extended to include more transparency in the selection of instructional strategies. Murphy (2023) suggested that instructors should ‘pull back the curtain’ and take a few minutes to share the rationale and research that informs their decision to use strategies such as active learning. Opening a dialogue about the design process with students helps to manage expectations and anxieties that students might have in relation to the ‘What?’, ‘Why?’ and ‘How?’ for the active learning exercises.
Implications for Future Research
We contend that a blend of direct instruction and active learning strategies is optimized by instructional guidance, which provides explicit know-how and know-why for students to engage in learning tasks and activities. The present discussion does not intend to evaluate the utility of active learning as an instructional strategy. The efficacy of active learning is a recurring theme in the academic literature, and the justification for efficacy is largely anecdotal or based on self-reporting data from students (Hartikainen, Rintala, Pylväs and Nokelainen, 2019). Regardless, the process of incorporating active learning strategies with direct instruction appears to be beneficial for learning (Ahshan, 2021; Christie & De Graaff, 2017; Mintzes, 2020), and more likely, the learning experience can be harder to quantify. Our argument relates to the necessary inclusion of instructions and guidance that make the goals of active learning more efficient and effective (de Jong et al., 2023). Scardamalia and Bereiter (2006) stated earlier that knowledge about dominates traditional educational practice. It is the stuff of textbooks, curriculum guidelines, subject-matter tests, and typical school “projects” and “research” papers. Knowledge would be the product of active learning. In contrast, knowledge of, ‘suffers massive neglect’ (p. 101).  Knowledge enables learners to do something and allows them to actively participate in an activity. Knowledge comprises both procedural and declarative knowledge.  It is activated when the need for it is encountered in the action. Instructional guidance can help facilitate knowledge of, making the use of active learning techniques more efficient and effective.
Research is needed on the impact of instructional guidance on active learning strategies, especially when considering the incorporation of more sophisticated technologies and authentic problems (Rapanta, Botturi, Goodyear, Guardia and Koole 2021; Varvara, Bernardi, Bianchi, Sinjari and Piattelli, 2021). Recently, Lee (2020) examined the impact of instructor engagement on learning outcomes in an online course and determined that increased instructor engagement correlated with enhanced discussion board posts and student performance. A similar examination of the relationship between the instructional guidance provided and student learning outcomes would be a valuable next step. It could offer more explicit guidance and recommendations for the design and use of active learning strategies in online or blended courses.
Conclusion
Education was disrupted out of necessity for at least two years. This experience forced us to examine our practices in online and blended learning, as our sample size for evaluation grew dramatically. The outcome of our analysis is that effective design and inclusion of student engagement and interactions with instructors are critical for quality learning experiences (Rapanta et al., 2021; Sutarto, Sari and Fathurrochman, 2020; Varvara et al., 2021). Active learning appeals to many students (Christie & De Graaff, 2017) and instructors as it can help achieve many of the desired and required outcomes of our courses and programs. Our review and discussion highlighted the need to provide clear and explicit guidance to help minimize cognitive load and guide students through an invaluable learning experience. Further, instructors and designers who include explicit guidance participate in a metacognitive process, while they outline the purpose and sequence of steps required for the completion of active learning exercises. Creating instructions and providing a rationale for the use of active learning in a course gives instructors and designers an opportunity to reflect on the process and ensure that it aligns with the intended purpose or stated goals of the course. This reflective act makes active learning more intentional in use rather than employing it to ensure that students are present within the learning space.
 
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Executive Summary 
This analysis presents a review and comparison of two instructional technologies for administering and digitally grading online and in-person assessments: Crowdmark and Gradescope. We tested both instructor and student workflows for creating, submitting, and grading assessments using Crowdmark and Gradescope integrated with a test course in D2L. Our evaluation criteria included ease of use, features available, accessibility, and flexibility. We found some key similarities:

Remote and in person assessments are supported, with multiple question types.
Grading is done by question rather than by student for more consistency.
Multiple graders can grade assignments, such as co-instructors and teaching assistants.
Grades are synced automatically with the gradebook in D2L Brightspace.

The primary differences between these two are:

Crowdmark can assign assessments according to sections and a drag and drop functionality is available for rubric comments.
Crowdmark emails students when assessments become available and can accept more file types as well as rotate files more easily.
Gradescope allows for time extensions at the course level as well as for each assessment and allows for grading the assessments before the due date.

Based on these findings, we recommend continuing with Crowdmark, the more established and familiar tool. Although Gradescope includes some extra functionalities over Crowdmark, such as programming assessments, these functions are already handled by other tools or have not been used often or at all by faculty (e.g., CSE 231 Introduction to Programming uses Mimir for programming assignments). Crowdmark also offers fast grade sync with the D2L gradebook and the scanning and matching capabilities are more robust for in person assessments.
"The second-best way to grade exams" by ilmungo is licensed under CC BY-NC-SA 2.0

Methods
We tested both instructor and student workflows for creating and submitting assessments using Crowdmark and Gradescope integrated with a test course in D2L. Sample assignments were created for the remote assessments that included all of the available question types (i.e., upload file, enter text, multiple choice, etc.). Using separate accounts, we assigned the assessments as an instructor, submitted the assessments as a student, then returned to the instructor account to grade the assessments and sync the grades to our D2L test course. 
Findings
Key Similarities:
Both Crowdmark and Gradescope offer keyboard shortcuts for faster grading; allow late submissions, group submissions, and enforced time limits; and allow for grading by question instead of by student as well as multiple graders such as teaching assistants. Assignment submissions can include pdf or image upload, free response/short answer in a text box, or multiple choice/multi select type questions (with bubble sheets) for online assessments. For both tools, students can upload one PDF and then drag and drop each page to match each question for remote assessments, while instructors can scan and upload student submissions in batches for in person assessments. Both tools will also attempt to split a batch PDF into individual student submissions.
Key Differences:
Accessing Tools
Students have to login to Crowdmark through the Crowdmark website. This link can be added to D2L Brightspace and opened in a new, external web page. The Crowdmark sign-in prompts students to select their institution and then uses students’ Brightspace login. Gradescope can be added to D2L Brightspace as an External Tool in a D2L content module. This allows students to access Gradescope within D2L as an embedded website within the D2L page, instead of as an external page, and does not require any additional login.
Creating Assessments
When creating assessments in Crowdmark, instructors choose between administered (in person) assessments that instructors will upload or assigned (remote) assessments that students will upload (Figure 1). Administered assessments can include bubble sheets for multiple choice questions. Assigned remote assessments can include file upload, text entry responses, or multiple-choice questions (which are automatically graded).When creating an assignment in Gradescope, the assignment type must be chosen first. Then, for the first three assignment types, the submission type is designated as either the instructor or the students (Figure 2). Although Exam/Quiz and Homework/Problem Set are offered as two different choices, they actually have the same options and essential functions. There are no further options if the instructor will be uploading the assessments, but other options are available if students will be uploading. Submissions can be variable length, where students submit any number of pages and indicate the pages where their question responses are, or fixed length where students submit work where answers are in fixed locations (like worksheets). Instructors can also allow students to view and download the assessment template if desired. Multiple choice assignments can be created with printable bubble sheets that either instructors or students can upload. Programming assignments are available, which Crowdmark does not support, and they can be automatically or manually graded.
Figure 1: Assessment types available in Crowdmark.

Figure 2: Assessment types available in Gradescope.
Both tools have the ability for students to take online quizzes. Both have multiple choice and multi select that are auto-graded, and both have free response and file upload that are NOT auto-graded. Gradescope supports short answer questions which are auto-graded, but Crowdmark only has free response questions.For assignments that students will upload, instructors must input text or upload a document for each individual question in Crowdmark. It is possible for an instructor to upload one document in the instructions field which contains all of the assignment questions and then simply enter numbers in the text boxes for each question, rather than the text of each question. Gradescope only requires one document to be uploaded. Each question is then identified by dragging a box around each question area on the page and a question title must be entered.
Assigning & Distributing Assessments
For courses with several sections, Crowdmark allows assessments to be assigned to specific sections rather than the entire course. To approximate this feature in Gradescope, an instructor would have to create separate Gradescope courses or duplicate assignments and direct students to the appropriate version for their section.Both tools allow instructors to set individual accommodations for each assignment to customize due date, lateness penalty, or time to complete. However, Gradescope also allows course-wide extensions for students, where extensions can be added for all assignments to customize time limits (multiply time by x or add x minutes) and due dates. Crowdmark requires accommodations to be made in the submission area for each assignment. It does not support course-wide accommodations.When an assessment is assigned and released to students, Crowdmark sends a notification email to students, where Gradescope only sends an in-platform notification. Gradescope does send a confirmation email when students successfully submit an assignment. Both tools give instructors the option to send a notification email when returning student work.
Submitting Assessments
For in-person assessments, Crowdmark can include a QR code on assignments to ensure that every page of student work is correctly matched to the appropriate student for grading. The QR code can be manually scanned and matched to each student using an app as the assignment is turned in, or instructors can use automated matching (beta) to include a form field where students write their name and ID number for automated character recognition to identify the student and match them to that assignment’s QR code. Gradescope is developing a feature to create a unique label for each copy of an assignment and add that label to each page, but this is not currently available.Submitted file types are more flexible in Crowdmark, which can support PDF, JPEG, PNG, and iPhone photos, any of which can be rotated after submission. Gradescope accepts only PDFs or JPEGs and only PDF pages can be rotated. This means that Crowdmark offers much more flexibility in scanning software and orientation. Gradescope does have a built-in PDF scanner for iOS devices to circumvent format issues and allow seamless upload. Both tools assume that image submissions are of work associated with a single question. All work can be scanned into a single PDF for upload and each page then manually associated with each question in the assignment. In both tools, the student selects which question(s) are associated with each page(s), where multiple questions may be on a single page or multiple pages may be associated with a single question.Crowdmark allows for group submissions when either the instructor or the students scan and upload the assessments. This ability to match multiple students to one assessment allows for two-stage exams, collaborative lab reports, or other group assignments. Gradescope only allows group submissions when students scan and upload assessments, although online assignments also allow group submissions.
Grading Assessments
Assignments can be graded immediately after students have submitted them in Gradescope. Crowdmark does not allow grading to be done until the due date has passed.In Crowdmark, all feedback comments created for each question are stored in a comment library which can be reordered easily by dragging a comment to the desired location. There is no limit on the number of comments that can be dragged and dropped onto each student’s submission. Crowdmark comments can have positive or negative points attached to them, but specifying points is not required. Gradescope does not allow for dragging and dropping multiple comments; however, text annotations are saved for each question and several can be applied to each submission. The separate rubric comments must be associated with positive or negative points for each question. The rubric type can be either negative scoring, where the points are subtracted from 1.0, or positive scoring, where the points are added to 0. Score bounds can also be set, with a maximum of 1.0 and a minimum of 0. While it is possible to select more than one rubric comment, only one comment can be added as part of a “submission specific adjustment” which can include an additional point adjustment.Crowdmark sends grades to D2L and automatically creates the grade item in the gradebook. Gradescope requires that the grade item be created first, then associated with an assignment, before sending grades is possible.
Table 1: Feature Comparison between Crowdmark and Gradescope.



Topic


Crowdmark


Advantage


Gradescope




Accessing Tools


Must access through separate website; sign in to Crowdmark via Brightspace



Can add External Tool to D2L module and it can be accessed within D2L (embedded website into page)




Creating Assessments


Upload PDF and designate where questions are for administered assessments that instructors upload (drag question number to location on page)



Upload PDF and designate where questions are by dragging boxes on the page for fixed length exam/homework that students upload or an administered exam/homework that instructors upload




Must input or upload individual questions manually when creating remote assessments that students upload (but instructor can upload PDF in directions area and just enter Q1, Q2, etc. in text boxes)



Must input question titles separately for variable length submissions that students upload, but questions are designated by dragging box over location on page (no need to enter text of question in Gradescope)




Assigning & Distributing Assessments


Can assign assessments to a section rather than entire course



Cannot assign assessments to a section; must create separate course or duplicate assignments and instruct students which one to submit




Add time for accommodations for each assessment only (customize due date, lateness penalty, or time to complete)



Add extensions at course level and/or for each assessment (multiply time by x or add x minutes)




Students always receive email when new assignments are ready to be completed



Students are not notified when new assignments are ready; but students do receive email when they have submitted an assignment, and instructor has option to send email once the assignment is graded




Submitting Assessments


QR codes on printed work for in person administered assessments (can also use app to match assessments to students when scanning)



Create printouts (beta) for in person assessments; give each student a copy of the assignment with a unique label on each page (this tool is NOT yet available)




iPhone photos supported; can accept PDF, JPG, or PNG (and can rotate any file) for remote assignments submitted by students



iPhone photos not supported; accepts PDF or JPG only (can only rotate PDFs) for remote assignments submitted by students; multiple files and any file type accepted for online assignments




Allows for group submissions whether students or instructors are uploading assessments (i.e. match multiple students to one assessment)



Allows for group submissions only if students are uploading assessments, but also available for online assignments




Grading Assignments


Must wait until due date to begin grading remote assessments



Online assignments can be graded immediately




Drag and drop any number of comments from comment library for each question



Can apply one previously used comment for each submission separate from rubric; cannot select or drag and drop multiple comments, but can add multiple previously used text annotations for each question




Comments can have positive or negative points attached to them, but specifying points is not required



Comments must have associated points (positive, negative, or 0) for each question; can change rubric type from negative scoring (points subtracted from 1.0) to positive scoring (points added to 0) as well as enable/disable score bounds (max of 1.0 and min of 0)




Grades sent to D2L automatically with no need to create grade item first



Grades sent to D2L automatically but must create grade item first




 
MSU Usage Data
We explored the usage of each tool at MSU to determine if there was a perceptible trend towards one tool over the other. The total number of courses created in each tool is fairly similar (Table 2). Interestingly, the total number of students enrolled in those courses is much higher in Crowdmark, while the number of assessments administered is higher in Gradescope.
Table 2. Tool usage in courses with at least one student and at least one assessment.


 

Crowdmark


Gradescope




Courses


322


292




Students


25,322


14,398




Assessments


3,308


4,494




Crowdmark has been used by MSU instructors since 2016. Gradescope has been used since 2018. More courses were created in Crowdmark until the 2020 calendar year (Figure 3). Usage of both tools spiked in 2020, presumably due to the COVID-19 induced shift to remote teaching, and was fairly equivalent that year. For the Spring 2021 semester, more courses have been created in Gradescope. It will be interesting to observe whether this trend towards Gradescope usage continues as 2021 progresses or if Crowdmark usage picks back up.Given the disparity between number of students vs. number of classes & assessments, we explored the frequency of class sizes between the two tools (Figure 4). Both tools have been used for classes of all sizes, though the median class size is 37 for Gradescope and 63 for Crowdmark. We also explored the frequency of assessment numbers between the tools (Figure 5). We found that all but one course had 1-60 assessments created, with both tools most frequently having 2-20 assessments. Gradescope showed an interesting secondary peak of courses having 35-45 assessments. We do not have detailed information for either tool on what kinds of assessments were created or whether all of those assessments were actually used, not just created in the course for practice, or duplicates (e.g., available later, more accessible, or different versions for different class sections in Gradescope).
Figure 3. Number of courses created in each tool that had at least one student and at least one assessment for each calendar year since 2016.

Figure 4. Number of courses having a given class size and at least one assessment.

Figure 5. Number of classes having a given number of assessments and at least one student.

Discussion:
Our analysis showed significant functional overlap between Crowdmark and Gradescope, where either tool could be chosen with little to no impact on instructor capability. However, there are a few advantages to the way that Crowdmark handles assignment tracking, submission, and grade syncing to D2L. In particular, Crowdmark already offers a fast QR-code method for matching every page of in-person assessments to the appropriate student enrolled in the course when scanning the assessments in batches. We expect this feature will become a strong asset in the Fall 2021 semester as more classes will be on campus. If we were to choose between Crowdmark and Gradescope for continued support, we would recommend Crowdmark. Gradescope is a competitive technology, but it is still developing and refining capabilities that are already available through Crowdmark or D2L. If an instructor were to need to switch from Gradescope to Crowdmark, they should refer to the D2L self-enroll course “MSU Tools and Technologies” for detailed information and resources on using Crowdmark at MSU and closely review Table 1 to understand the key differences they may encounter. The Assessment Services team and/or Instructional Technology & Development team in the IT department are also available for one-on-one consultation on using either technology (request a consultation via the MSU Help Desk).

Who did you work with and what was their role in your project? I led the executive board and committee chairs as we collaborated with our expert speakers to put together our two-day conference. In total, we offered 22 sessions including workshops, lectures, networking opportunities, and social events. How did you manage relationships with key stakeholders in your college to achieve your project goals? I reached out to the Deans and department chairs to schedule meetings with them if they wanted more information. The initial email was very detailed about what we were trying to accomplish. I have met with these stakeholders in the past before too so that was helpful.  What is the impact of your project? Who was your target audience and what difference did your project make for them?  Our conference helped to bring together individuals who are passionate about science communication. Our attendees included a mix of students who were interested in entering science communication fields and experts looking to connect to peers and provide advice to the next generation. Our formal sessions included presentations and workshops that were targeted to specific interest areas, and we also offered space for networking and other informal conversations, all of which was well-received by our attendees.  If someone were to continue your work in the future, what advice would you have for them?  It was very important to us to highlight the diversity of science communicators as we worked to put together this conference, and we would encourage anyone else looking to plan a similar event to do the same. For anyone looking to host a virtual conference, make sure that your technology is accessible, and have members of your team ready to assist with any technical difficulties.  How did this work contribute to your personal leadership development? Through the process of planning and executing a conference of this scale, our leadership team was able to gain valuable skills related to event planning, public relations, marketing, grant-writing, and innovative technology use. I was able to guide our team in conducting all of this which helped me feel prepared for future event planning. I learned a lot about what it takes to run a successful large-scale event, and I look forward to the opportunity to use these skills when planning future MSU SciComm programs.  MSU SciComm Conveyance Website