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EXPERT – 
theoretical and 
Pirkko Hyvönen, pirkko.hyvonen@oulu.fi 
Adjunct Professor 
LET, University of Oulu 
empirical 
background
AFTER THIS LECTURE 
Explain, why is expertise and expert 
performance important to learn in 
higher education. 
Describe different levels of expertise 
and differences between routine and 
adaptive expert. 
Reflect, what kind of expertise is 
needed in work life today. 
Understand, that learning expertise 
can be designed. 
Pirkko Hyvönen, pirkko.hyvonen@oulu.fi 
Tutkijatohtori 
KTK/ LET, Oulun yliopisto
BACKGROUND 
Normal learning can reach 
satisfying basic level. Then, it is 
possible to free mental 
resources in order to use them 
for higher level activities (in 
knowledge construction, skills 
and self-regulation) (Bereiter & Scardamalia, 
1993) 
 Universities are expected to educate 
experts, who are competent to excel in 
changing and complex circumstances in 
work life (Hyvönen, Impiö, Järvelä, 
2010). 
 LET master’s program aims to educate 
experts in learning and educational 
technology. 
 The students will be competent to 
work in schools and work places and 
use their expertise in adapting to 
changing situations, solving problems, 
creating social innovations and 
integrating technologies in practices. 
 Education is based on LET research and 
it provides a strong support for 
learning. 
 Education is also one of the research 
contexts.
STEREOTYPES related to 
EXPERTISE 
Gender 
Age 
Education 
Objective truth truth 
Memory 
Bereiter & Scardamalia, 1993 
Expertise is more than general 
intelligence: ”Capasity to perform consistently 
at a superior level” (Weisberg, 2006)
DEFINITIONS IN DICTIONARIES 
FROM 1968-2011 
1968: One who is very skillful and 
well-informed in some special field 
(Webster) 
– specialist with a long experience 
2005: Characteristics , skills and 
knowledge that distinguishes experts 
from novices and less experienced 
people (Wikipedia) 
2011: person, who in certain domain 
can recognise problems and solve 
them efficiently. Expertise includes 
knowledge, experiences and skills for 
expressing. (Wikipedia)
DOMAIN-SPECIFIC EXPERTISE 
- Informal and formal domains 
Salomon (1997). Wine expertise 
Norman et al. (2006). Medicine and 
surgery 
Durco & Dattel (2006). Transportation 
Sonentag et al. (2006). Software design 
Kellogg (2006). Professional writing 
Ross et al. (2006). Decision making 
Lehman & Gruber (2006). Music 
Hodges et al. (2006). Sports 
Butterworth (2006). Mathematics 
Cobet & Charness (2006). Chess 
Voss & Wiley (2006). History 
Brennenkmeyer & Spillane (2008). 
Problem-solving
FROM NOVICE TO EXPERT 
Five levels of development 
(Dreyfus, 1980) 
Novice ”Instead of seeing 
- 
patient care as bits of 
unrelated information 
and series of tasks, the 
expert is able to 
integrate various 
aspects of patient care 
into a meaningful 
whole.” 
(Dracup, Bryan-Brown, & Einstein, 2004, 
p. 449) 
Advanced beginner 
Competent 
Proficient 
Expert
FROM NOVICE TO EXPERT 
Proficiency scale (Chi, 2006, adapted from Hoffman, 1998) 
Novice New; some minimal exposure in the domain 
Initiate, Novice who has begun introductory instruction 
Apprentice, Is learning beyond introductory level – living with or assisting 
someone 
Journeyma 
n 
Experienced, reliable and independent worker (under orders) 
Level of competence; motivated but may remain at this level 
Expert Brilliant journeyman, highly regarded by peers; can deal 
effectively with certain types of rare or tough cases; has 
special skills or knowledge derived from extensive experience 
with subdomains 
Master Expert who has qualified to teach those at a lower level; one 
of a elite group of experts, whose judgements set regulations, 
standards and ideals; regarded as ”the” expert / ”real” expert
pirkko.hyvonen@oulu.fi 
Ponder your path 
towards expertise: 
analyze your levels.
Expertise is domain-specific. Is a bird expert in flying? 
pirkko.hyvonen@oulu.fi
EXPERTS may FALL SHORT (Chi, 2006) 
DOMAIN-LIMITED 
- Have not necessarily 
knowledge about other 
domains 
OVERTLY CONFIDENT 
- eg. in music and physics 
GLOSSING OVER 
- Sometimes they overlook 
details 
CONTEXT-DEPENDENT WITHIN 
A DOMAIN 
- Sometimes they rely too much 
for contextual cues 
INFLEXIBLE 
INACCURATE PREDICTION, JUDGMENT AND ADVICE 
- Cannot always take the perspectives of novices 
BIAS AND FUNCTIONAL FIXEDNESS 
- Analyse problems in other domain through the 
priciples of their own domain
TYPES OF EXPERTISE 
Bransford, 2001; Bransford et al., 2000; Brophy, Hodge, & Bransford, 2004; Crawford, 2007; Hatano & Inagagi, 1986 
Which kind of expertise is 
valued and aimed; and how 
to design learning 
processes, evaluations, 
learning outcomes and 
instructions. 
EXPERTS and EXPERIENCED 
NON-EXPERTS (Bereiter & 
Scardamalia, 1993) 
Career may conform 
merely to the routines, 
not advancing expertise 
and problem-solving. 
EXPERTS and NOVICES 
ROUTINE EXPERTS 
Everyday skills, routines, are developed 
in familiar environments and in familiar 
tasks. Routine experts can develop 
their accuracy and fluency. 
ADAPTIVE EXPERTS 
Set of cognitive, meta-cognitive, social, 
and emotional strategies, where 
individuals abandon ‘routine’ problem-solving 
strategies. 
Adaptive experts are more flexible, 
inventive, spontaneous, encouraging 
and creative. They deal with novel, 
unexpected situations and problems, 
and build knowledge at the same time. 
They increase their core competencies 
plus and go beyond their comfort zone!
ROUTINE EXPERTS: 
Acting and dealing with problems 
 Surface level perceptions 
 Does not see hidden messages, does not see 
problems 
 Weak skills to solve new problems, but can 
solve familiar problems. 
 See one suitable way to solve problems 
 Want to solve the problem quickly, and move 
to next tasks. 
 Sparce knowledge base -> may think quickly 
 Mainly procedural knowledge 
 When situation unexpectably changes, 
efficiency decreases, because they try to 
solve problem by imitating familiar solutions 
that are not suitable for the situation. 
 Do not learn in problem-solving 
Routine experts 
are competent to 
solve problems 
that are familiar 
and expected. 
Name some 
concrete situations 
or problem-solving 
processes in any 
domain, here 
routine expertise is 
useful.
ADAPTIVE EXPERTS 
Holoyok: truly expert, 
Bransford: competencies plus 
 Make perceptions of problem and its context; 
dissect various different perspectives 
 See a problem as an opportunity to learn, learn in 
problem-solving and produce new knowledge 
same time 
 Classify, label, analyse problems 
 Perceive patterns and differencies 
 Start to organise problem around central 
concepts or idea 
 Ponder forward, theoretical reasoning 
 Dence knowledge base  thinking may take time 
 Think and identify novel solutions and possibilities 
 Strong conceptual understanding 
 Flexible in using knowledge 
 Evidence-based argumentation 
Adaptive experts 
are competent to 
solve problems 
that are novel and 
unexpected 
Name some 
concrete situations 
or problem-solving 
processes inin any 
domain, where 
adaptive expertise 
is useful.
LEARNING EXPERTISE IS A PATH OR 
JOURNEY OF COMPETENCE BUILDING 
including also regressions (Alexander, 2003; Bereiter 
& Scardamalia, 1986; Lajoie, 2003) 
Learning expertise comprices of three overlapping 
dimensions: 
 knowledge construction (Bransford et al, 
2000; Sawyer, 2006) 
 expert-like performance (eg., Bereiter & 
Scardamalia, 1993; Tynjälä, 2007) 
 self-regulation (Boekaerts, Pintrich & 
Zeidner, 2000; Lin, Schwarz & Hatano, 2005) 
 It is a transitional learning process where goals are 
set, monitored, reflected and scaffolded (Lajoie, 
2003)
EXPERTS can EXCELL (Chi, 2006) 
GENERATING THE BEST 
- Find the best solution 
DETECTION and 
RECOGNITION 
- Detect and perceive 
features that novices 
cannot 
QUALITATIVE ANALYSIS 
-Analyse problems, 
develope problem 
representations 
MONITORING & REFLECTING 
- Have good self-monitoring 
and predicting skills 
STRATEGIES 
- Use the best and effective 
strategies in a given situation 
OPPORTUNISTIC 
- Can use whatever sources 
of information that are 
available 
COGNITIVE EFFORT 
Can retrieve relevant domain 
knowledge
EXPERTS may FALL SHORT (Chi, 2006) 
DOMAIN-LIMITED 
- Have not necessarily 
knowledge about other 
domains 
OVERTLY CONFIDENT 
- eg. in music and physics 
GLOSSING OVER 
- Sometimes they overlook 
details 
CONTEXT-DEPENDENT WITHIN 
A DOMAIN 
- Sometimes they rely too much 
for contextual cues 
INFLEXIBLE 
INACCURATE PREDICTION, 
JUDGMENT AND ADVICE 
- Cannot always take the 
perspectives of novices 
BIAS AND FUNCTIONAL 
FIXEDNESS 
- Analyse problems in other 
domain through the 
priciples of their own 
domain
EXPERTISE IN WORK LIFE
EXPERTISE IN WORK LIFE 
Informants (N=13) are experts in different formal domains 
On what ground they are considered experts? 
 They are in a leading and demanding position 
 Key persons in their field 
 Considered as more competent than other people in the field 
 Long career and high education 
 They consider themselves as experts 
 Each of them are experts at least on two domains 
”Expertise is easiest to identify when it differs most dramatically from 
what ordinary people can do” (Bereiter & Scardamalia, 1993) 
(Hyvönen, Impiö & Järvelä, 2014) 
let.oulu.fi / etunimi.sukunimi@oulu.fi
EXPERTISE IN WORK LIFE 
 How experts define expertise? 
1) Expertise is future-oriented having 
a developmental and advancing 
perspective. They are expected to 
innovate new or re-new existing 
practice, processes and products. 
2) Developmental perspective and 
performance is conjugated with need 
of constant learning and 
understanding things and processes 
(Bereiter & Scardamalia, 1993). 
- Factual, procedural and self-regulative 
knowledge 
- Multifaceted domains 
let.oulu.fi / etunimi.sukunimi@oulu.fi 
20
3) Expertise is increasingly a social and collaborative phenomenon, 
which lay both opportunities and challenges for the path of expertise. 
- Opportunity: social view, collaboration and even technologies in 
collaboration can enhance construction of shared expertise 
- Challenge: collaboration is effective way of learning, but does not 
let.oulu.fi / etunimi.sukunimi@oulu.fi 
happen easily 
- Social skills, communication, use of technologies 
- Learning from and with other people 
- Understanding other people: without it domain-specific 
expertise cannot be exploited 
21
let.oulu.fi / etunimi.sukunimi@oulu.fi 
4) Experts 
 Have a strong self-confidence, and trust on their team to develop, 
create and construct new solutions 
 Knows how to act rationally in certain situations 
 Have sensibility to perceive situations 
 Are diligent, curious, flexible, self-initiative, and modest 
 Expert’s work is not automatic nor easy. 
(Bereiter & Scardamalia, 1993; Hyvönen, Impiö & Järvelä, 2010; Tsui, 
2009) 
22
EXPERTISE IN WORK LIFE 
 What are the problems like? 
Situations are always complex and difficult, and you can never be fully 
prepared for them. Problems in working life involves more than running 
through ‘routines’. 
1) Understand people and interacting with them. Problems with people are 
related to communication, social interaction, shared understanding and 
emotional constrains, such as envy and hostile atmospheres, which tend to 
prevent developing innovations and also expertise. 
2) Inadequate technical tools. Although many ICT tools are in use, there are still 
lack of tools and software that solve very compound problems. 
3) Decision-making problems (Johnson, 1988; Jonassen, 2007): experts at times 
have to make decisions without the necessary information. 
4) Sharing tacit knowledge 
5) Dealing with time, motivation, prioritization and overlapping tasks 
(Hyvönen, Impiö & Järvelä, 2014) 
let.oulu.fi / etunimi.sukunimi@oulu.fi 
23
EXPERTISE IN WORK LIFE 
 How do the experts perform ‘routine’ and ‘adaptive’ expertise in their 
work? 
“There is no such thing as routines in my work.” 
1) Degree of routines declines, when complexity of work and experience of 
individual increases: “The more I have experience in this work, the less there 
are routine cases.” 
2) Creativity, insight and playfulness (see, Brophy et al., 2004; Hyvönen, 2008; 
Weisberg, 2006) seems to play a role in adaptive expertise. 
3) To some extend adaptive experts can adjust the complexity 
let.oulu.fi / etunimi.sukunimi@oulu.fi 
24
EXPERTISE IN WORK LIFE 
 How useful education has been for 
their current position? 
1) Overall, formal education has not 
satisfactorily provided resources for their 
current work; instead, it has provided 
basic general knowledge. Education is 
lacking of important areas that are 
needed in work life, such as 
communication, negotiation and 
presentation, even writing and discussing 
skills were not adequately provided. 
2) Only exception was education in 
engineering, that has provided skills in 
problem-solving and foreign languages, 
which are essential in expert work. 
let.oulu.fi / etunimi.sukunimi@oulu.fi 
(Hyvönen, Impiö & Järvelä, 2010) 
25
HOW TO LEARN TO BE AN 
ADAPTIVE EXPERT? 
Bransford, 2001; Brophy, Hodge, & Bransford, 2004; Crawford, 2007; Hatano & Inagagi, 1986 
Help students to understand their own processes of knowing and 
problem-solving!
Normal learning does not provide expertise, but can lead 
to ”good enough” tai ”satisfying” level. 
 Normal learning can reach satisfying basic level. Then it 
is possible to free mental resources in order to use them 
for higher level activities (in knowledge construction, skills 
and self-regulation) 
Formal education produces the users of experts, but not 
experts! (Geisler, 1994) 
Formal education does not nesessarily produce experts, 
rather experienced non-experts (Bereiter & Scardamalia, 
1993)
Learning expertise is a path or journey of competence 
building, including also regressions (Alexander, 2003; 
Bereiter & Scardamalia, 1986; Lajoie, 2003) 
Learning expertise comprices of three overlapping 
dimensions: 
 knowledge construction (Bransford et al, 2000; 
Sawyer, 2006) 
 expert-like performance (eg., Bereiter & 
Scardamalia, 1993; Tynjälä, 2007) 
 self-regulation (Boekaerts, Pintrich & Zeidner, 
2000; Lin, Schwarz & Hatano, 2005) 
 It is a transitional learning process where goals are set, 
monitored, reflected and scaffolded (Lajoie, 2003)
How to learn to be an adaptive expert? 
Bransford, 2001; Brophy, Hodge, & Bransford, 2004; Crawford, 2007; Hatano & Inagagi, 1986 
Structured collaborative problem-solving method (Hyvönen & 
Impiö) 
1. To establish the basis for collaborative problem solving process: 
to get to know each others, to acknowledge mental resourses and to 
construct common understanding of the task and underlying theories 
(activating prior knowledge) 
To design virtual and face-to-face phases and technological tools to be 
used. 
2. To understand the context of the problem, and the problem and to 
define learning goals 
 Problems are authentic cases from work life; they are new and ill-structured, 
where multiple solutions are possible 
 The core of a problem should be analysed and defined 
 Reseach-based approach 
3. To find possible solutions by constructing new knowledge based on the 
learning sciences, but adapted to authentic work life. 
4. To choose the solution and work (play) with it until the problem will be 
solved
How to learn to be an adaptive expert? 
Bransford, 2001; Brophy, Hodge, & Bransford, 2004; Crawford, 2007; Hatano & Inagagi, 1986 
FEATURES OF THE COLLABORATIVE PROBLEM-SOLVING 
METHOD 
1. Problems are not as in work life, but real assignment from work 
life.. 
2. Collaboration is enhanced all way long. 
3. Working takes place as expert teams by students, work life persons 
and other invited experts. 
4. Evaluation, monitoring, reflection and planning are central in the 
process. 
5. Playfulness and creativity are encouraged to free cognitive 
resources 
6. Autonomy in designing blended model to work and use technologies 
meaningfully (AC, Skype, GoogleDocs, mind maps etc.) 
 For rich interaction 
 For making thinking visible and audible 
 For knowledge construction 
7. Academic, research-based approach and understanding 
8. The outcomes as social innovations, such as novel models to carry 
on
How to learn to be an adaptive expert? 
Bransford, 2001; Brophy, Hodge, & Bransford, 2004; Crawford, 2007; Hatano & Inagagi, 1986 
Examples of open problems by Elektrobit (EB) 2010 
1. Open Source & Developer Communities 
Various developer communities are now important in 
software designing. Many software adaptations are based 
on open source platform (eg. Linux, Symbian, Qt, Android, 
MeeGo), while various informal communities work as 
developers. One temporal question is how open source 
culture and joining in developer communities can be 
promoted? 
2. Motivation and managers 
Managers face questions and situations that are linked to 
motivation and flow of work. In order to help managers to 
coach team members they need to understand, what 
motivation means and what affect to motivation. How to 
increase understanding among coaching managers? How 
manager could help experts to maintain their motivation 
through work career? 
Heiss, Janice J. (2007)
How to learn to be an adaptive expert? 
Bransford, 2001; Brophy, Hodge, & Bransford, 2004; Crawford, 2007; Hatano & Inagagi, 1986 
Examples of results for problems by Elektrobit (EB) 2010 
Posters and booklets
References 
Alexander, P. A. (2003). The development of expertise: The journey from acclimation to proficiency. 
Educational Researcher, 32(8): 10–14. 
Bereiter, C. & Scardamalia, M. (1993). Surpassing ourselves. An inquiry into the nature and 
implications of expertise. Chicago: Open Court Publishing Company. 
Bransford, J. (2001). Thought on adaptive expertise. Retrieved June 15, 2008, from 
http://www.vanth.org/docs/AdaptiveExpertise.pdf. 
Bransford, J. D., Brown, A. L. & Cocking, R. R. (Eds.) (2000). How people learn: Brain, mind, and 
school. Washington: National Academy Press. 
http://books.nap.edu/catalog.php?record_id=9853 
Brenninkmeyer, L. D. & Spillane, J. P. (2008). Problem-solving processes of experts and typical school 
principals: A quantitative look. School Leadership & Management, 28(5), 435–468. 
Brophy, S., Hodge, L., & Bransford, J. (2004). Work in progress – Adaptive expertise: Beyond apply 
academic knowledge. Frontiers in Education 3 (FIE): S1B/28- 
S1B/30, http://ieeexplore.ieee.org/xpl/freeabs_all.jsp?arnumber=1408679. 
Chi, M. T. H. (2006). Two approaches to the study of experts’ characteristics. In K. A. Ericsson, N. 
Charness, P. J. Feltovich & R. R. Hoffman (Eds.), The Cambridge Handbook of Expertise and Expert 
Performance (pp. 21–30). Cambridge: Cambridge University Press. 
Chi, M.T.H., Glaser, R., & Rees, E. (1982). Expertise in problem-solving. In R.J. Sternberg (Ed.), 
Advances in the psychology of human intelligence (pp. 7–75). 
Chi, M. T. H. & Koeske, R. D. (1983). Network representation of a child’s dinosaur knowledge. 
Developmental Psychology, 19(1): 29–39. 
Crawford, V, M, (2007), Adaptive expertise as knowledge building in science teacher’s problem solving. 
Paper accepted for the proceedings of the European Cognitive Science Conference. Delphi, Greece. 
Ericsson, K. A. (2006). An introduction to Cambridge handbook of expertise and expert performance: Its 
development, organization, and content. In K. A. Ericsson, N. Charness, P. J. Feltovich & R. R. 
Hoffman (Eds.), The Cambridge handbook of expertise and expert performance (pp. 3–19). Cambridge: 
Cambridge University Press.
Hatano, G. & Inagagi, K. (1986). Two courses of expertise. In H. Stevenson, H. Azuma & K. Hakuta 
(Eds.), Child development and education in Japan (pp. 262–272). New York (N.Y.): Freeman. 
Hatano, G. & Oura, Y. (2003). Commentary: Reconceptualizing school learning using 
insight from expertise research. Educational Researcher, 32(8): 26–29. 
Hmelo-Silver, C., Marathe, S. & Liu, L. (2007). Fish swim, rocks sit, and lungs breathe: Expert-novice 
understanding of complex systems. The Journal of the Learning Sciences, 16(3), 307 – 331. 
Holoyoak, 1991 
Johnsson, E. J. (1988). Expertise and decision under uncertainty: Performance and process. In T. H. 
Michele, H. Chi, R. Glaser & M. T. Farr (Eds.), The nature of expertise (pp. 209–228). Hillsdale (N.J.): 
Lawrence Erlbaum. 
Jonassen, D. H. (2007). What makes scientific problems difficult? In D. H. Jonassen (Ed.), Learning to 
solve complex scientific problems (pp. 3–23). 
Lajoie, S. P. (2003). Transitions and trajectories for studies of expertise. Educational Researcher, 32(8): 
21–25. 
Lin, X., Schwartz, D.L., & Bransford, J. (2007). Intercultural adaptive expertise: Explicit and implicit 
lessons from Dr. Hatano. Human Development, 50, 65–72. 
Posner, M. J. (1988). Introduction: What is it to be an expert? In M.T.H. Chi, R. Glaser, & M.J.F. Farr 
(Eds.), The nature of expertise (pp. xxix–1). Hillsdale (N.J.): Lawrence Erlbaum . 
Tsui, A.B.M. (2009). Distinctive qualities of expert teachers. Teachers and Teaching: Theory and 
Practice, 15(4), 421–439. 
Weisberg, R. W. (2006). Modes of expertise in creative thinking: Evidence from case studies. In K. A. 
Ericsson, N. Charness, P. J. Feltovich & R. R. Hoffman (Eds.), The Cambridge handbook of expertise 
and expert performance (Eds.), (pp. 761-787). Cambridge: Cambridge University Press. 
Zimmerman, B. J. (2006). Development of adaptation of expertise: The role of self-regulatory processes 
and beliefs. In K. A. Ericsson, N. Charness, P. J. Feltovich & R. R. Hoffman (Eds.), The Cambridge 
handbook of expertise and expert performance (pp. 705–722). Cambridge: Cambridge University 
Press. 
Yates and Tschirhart (2007).

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Expert lecture 2014, Pirkko Hyvönen

  • 1. EXPERT – theoretical and Pirkko Hyvönen, pirkko.hyvonen@oulu.fi Adjunct Professor LET, University of Oulu empirical background
  • 2. AFTER THIS LECTURE Explain, why is expertise and expert performance important to learn in higher education. Describe different levels of expertise and differences between routine and adaptive expert. Reflect, what kind of expertise is needed in work life today. Understand, that learning expertise can be designed. Pirkko Hyvönen, pirkko.hyvonen@oulu.fi Tutkijatohtori KTK/ LET, Oulun yliopisto
  • 3. BACKGROUND Normal learning can reach satisfying basic level. Then, it is possible to free mental resources in order to use them for higher level activities (in knowledge construction, skills and self-regulation) (Bereiter & Scardamalia, 1993)  Universities are expected to educate experts, who are competent to excel in changing and complex circumstances in work life (Hyvönen, Impiö, Järvelä, 2010).  LET master’s program aims to educate experts in learning and educational technology.  The students will be competent to work in schools and work places and use their expertise in adapting to changing situations, solving problems, creating social innovations and integrating technologies in practices.  Education is based on LET research and it provides a strong support for learning.  Education is also one of the research contexts.
  • 4. STEREOTYPES related to EXPERTISE Gender Age Education Objective truth truth Memory Bereiter & Scardamalia, 1993 Expertise is more than general intelligence: ”Capasity to perform consistently at a superior level” (Weisberg, 2006)
  • 5. DEFINITIONS IN DICTIONARIES FROM 1968-2011 1968: One who is very skillful and well-informed in some special field (Webster) – specialist with a long experience 2005: Characteristics , skills and knowledge that distinguishes experts from novices and less experienced people (Wikipedia) 2011: person, who in certain domain can recognise problems and solve them efficiently. Expertise includes knowledge, experiences and skills for expressing. (Wikipedia)
  • 6. DOMAIN-SPECIFIC EXPERTISE - Informal and formal domains Salomon (1997). Wine expertise Norman et al. (2006). Medicine and surgery Durco & Dattel (2006). Transportation Sonentag et al. (2006). Software design Kellogg (2006). Professional writing Ross et al. (2006). Decision making Lehman & Gruber (2006). Music Hodges et al. (2006). Sports Butterworth (2006). Mathematics Cobet & Charness (2006). Chess Voss & Wiley (2006). History Brennenkmeyer & Spillane (2008). Problem-solving
  • 7. FROM NOVICE TO EXPERT Five levels of development (Dreyfus, 1980) Novice ”Instead of seeing - patient care as bits of unrelated information and series of tasks, the expert is able to integrate various aspects of patient care into a meaningful whole.” (Dracup, Bryan-Brown, & Einstein, 2004, p. 449) Advanced beginner Competent Proficient Expert
  • 8. FROM NOVICE TO EXPERT Proficiency scale (Chi, 2006, adapted from Hoffman, 1998) Novice New; some minimal exposure in the domain Initiate, Novice who has begun introductory instruction Apprentice, Is learning beyond introductory level – living with or assisting someone Journeyma n Experienced, reliable and independent worker (under orders) Level of competence; motivated but may remain at this level Expert Brilliant journeyman, highly regarded by peers; can deal effectively with certain types of rare or tough cases; has special skills or knowledge derived from extensive experience with subdomains Master Expert who has qualified to teach those at a lower level; one of a elite group of experts, whose judgements set regulations, standards and ideals; regarded as ”the” expert / ”real” expert
  • 9. pirkko.hyvonen@oulu.fi Ponder your path towards expertise: analyze your levels.
  • 10. Expertise is domain-specific. Is a bird expert in flying? pirkko.hyvonen@oulu.fi
  • 11. EXPERTS may FALL SHORT (Chi, 2006) DOMAIN-LIMITED - Have not necessarily knowledge about other domains OVERTLY CONFIDENT - eg. in music and physics GLOSSING OVER - Sometimes they overlook details CONTEXT-DEPENDENT WITHIN A DOMAIN - Sometimes they rely too much for contextual cues INFLEXIBLE INACCURATE PREDICTION, JUDGMENT AND ADVICE - Cannot always take the perspectives of novices BIAS AND FUNCTIONAL FIXEDNESS - Analyse problems in other domain through the priciples of their own domain
  • 12. TYPES OF EXPERTISE Bransford, 2001; Bransford et al., 2000; Brophy, Hodge, & Bransford, 2004; Crawford, 2007; Hatano & Inagagi, 1986 Which kind of expertise is valued and aimed; and how to design learning processes, evaluations, learning outcomes and instructions. EXPERTS and EXPERIENCED NON-EXPERTS (Bereiter & Scardamalia, 1993) Career may conform merely to the routines, not advancing expertise and problem-solving. EXPERTS and NOVICES ROUTINE EXPERTS Everyday skills, routines, are developed in familiar environments and in familiar tasks. Routine experts can develop their accuracy and fluency. ADAPTIVE EXPERTS Set of cognitive, meta-cognitive, social, and emotional strategies, where individuals abandon ‘routine’ problem-solving strategies. Adaptive experts are more flexible, inventive, spontaneous, encouraging and creative. They deal with novel, unexpected situations and problems, and build knowledge at the same time. They increase their core competencies plus and go beyond their comfort zone!
  • 13. ROUTINE EXPERTS: Acting and dealing with problems  Surface level perceptions  Does not see hidden messages, does not see problems  Weak skills to solve new problems, but can solve familiar problems.  See one suitable way to solve problems  Want to solve the problem quickly, and move to next tasks.  Sparce knowledge base -> may think quickly  Mainly procedural knowledge  When situation unexpectably changes, efficiency decreases, because they try to solve problem by imitating familiar solutions that are not suitable for the situation.  Do not learn in problem-solving Routine experts are competent to solve problems that are familiar and expected. Name some concrete situations or problem-solving processes in any domain, here routine expertise is useful.
  • 14. ADAPTIVE EXPERTS Holoyok: truly expert, Bransford: competencies plus  Make perceptions of problem and its context; dissect various different perspectives  See a problem as an opportunity to learn, learn in problem-solving and produce new knowledge same time  Classify, label, analyse problems  Perceive patterns and differencies  Start to organise problem around central concepts or idea  Ponder forward, theoretical reasoning  Dence knowledge base  thinking may take time  Think and identify novel solutions and possibilities  Strong conceptual understanding  Flexible in using knowledge  Evidence-based argumentation Adaptive experts are competent to solve problems that are novel and unexpected Name some concrete situations or problem-solving processes inin any domain, where adaptive expertise is useful.
  • 15. LEARNING EXPERTISE IS A PATH OR JOURNEY OF COMPETENCE BUILDING including also regressions (Alexander, 2003; Bereiter & Scardamalia, 1986; Lajoie, 2003) Learning expertise comprices of three overlapping dimensions:  knowledge construction (Bransford et al, 2000; Sawyer, 2006)  expert-like performance (eg., Bereiter & Scardamalia, 1993; Tynjälä, 2007)  self-regulation (Boekaerts, Pintrich & Zeidner, 2000; Lin, Schwarz & Hatano, 2005)  It is a transitional learning process where goals are set, monitored, reflected and scaffolded (Lajoie, 2003)
  • 16. EXPERTS can EXCELL (Chi, 2006) GENERATING THE BEST - Find the best solution DETECTION and RECOGNITION - Detect and perceive features that novices cannot QUALITATIVE ANALYSIS -Analyse problems, develope problem representations MONITORING & REFLECTING - Have good self-monitoring and predicting skills STRATEGIES - Use the best and effective strategies in a given situation OPPORTUNISTIC - Can use whatever sources of information that are available COGNITIVE EFFORT Can retrieve relevant domain knowledge
  • 17. EXPERTS may FALL SHORT (Chi, 2006) DOMAIN-LIMITED - Have not necessarily knowledge about other domains OVERTLY CONFIDENT - eg. in music and physics GLOSSING OVER - Sometimes they overlook details CONTEXT-DEPENDENT WITHIN A DOMAIN - Sometimes they rely too much for contextual cues INFLEXIBLE INACCURATE PREDICTION, JUDGMENT AND ADVICE - Cannot always take the perspectives of novices BIAS AND FUNCTIONAL FIXEDNESS - Analyse problems in other domain through the priciples of their own domain
  • 19. EXPERTISE IN WORK LIFE Informants (N=13) are experts in different formal domains On what ground they are considered experts?  They are in a leading and demanding position  Key persons in their field  Considered as more competent than other people in the field  Long career and high education  They consider themselves as experts  Each of them are experts at least on two domains ”Expertise is easiest to identify when it differs most dramatically from what ordinary people can do” (Bereiter & Scardamalia, 1993) (Hyvönen, Impiö & Järvelä, 2014) let.oulu.fi / etunimi.sukunimi@oulu.fi
  • 20. EXPERTISE IN WORK LIFE  How experts define expertise? 1) Expertise is future-oriented having a developmental and advancing perspective. They are expected to innovate new or re-new existing practice, processes and products. 2) Developmental perspective and performance is conjugated with need of constant learning and understanding things and processes (Bereiter & Scardamalia, 1993). - Factual, procedural and self-regulative knowledge - Multifaceted domains let.oulu.fi / etunimi.sukunimi@oulu.fi 20
  • 21. 3) Expertise is increasingly a social and collaborative phenomenon, which lay both opportunities and challenges for the path of expertise. - Opportunity: social view, collaboration and even technologies in collaboration can enhance construction of shared expertise - Challenge: collaboration is effective way of learning, but does not let.oulu.fi / etunimi.sukunimi@oulu.fi happen easily - Social skills, communication, use of technologies - Learning from and with other people - Understanding other people: without it domain-specific expertise cannot be exploited 21
  • 22. let.oulu.fi / etunimi.sukunimi@oulu.fi 4) Experts  Have a strong self-confidence, and trust on their team to develop, create and construct new solutions  Knows how to act rationally in certain situations  Have sensibility to perceive situations  Are diligent, curious, flexible, self-initiative, and modest  Expert’s work is not automatic nor easy. (Bereiter & Scardamalia, 1993; Hyvönen, Impiö & Järvelä, 2010; Tsui, 2009) 22
  • 23. EXPERTISE IN WORK LIFE  What are the problems like? Situations are always complex and difficult, and you can never be fully prepared for them. Problems in working life involves more than running through ‘routines’. 1) Understand people and interacting with them. Problems with people are related to communication, social interaction, shared understanding and emotional constrains, such as envy and hostile atmospheres, which tend to prevent developing innovations and also expertise. 2) Inadequate technical tools. Although many ICT tools are in use, there are still lack of tools and software that solve very compound problems. 3) Decision-making problems (Johnson, 1988; Jonassen, 2007): experts at times have to make decisions without the necessary information. 4) Sharing tacit knowledge 5) Dealing with time, motivation, prioritization and overlapping tasks (Hyvönen, Impiö & Järvelä, 2014) let.oulu.fi / etunimi.sukunimi@oulu.fi 23
  • 24. EXPERTISE IN WORK LIFE  How do the experts perform ‘routine’ and ‘adaptive’ expertise in their work? “There is no such thing as routines in my work.” 1) Degree of routines declines, when complexity of work and experience of individual increases: “The more I have experience in this work, the less there are routine cases.” 2) Creativity, insight and playfulness (see, Brophy et al., 2004; Hyvönen, 2008; Weisberg, 2006) seems to play a role in adaptive expertise. 3) To some extend adaptive experts can adjust the complexity let.oulu.fi / etunimi.sukunimi@oulu.fi 24
  • 25. EXPERTISE IN WORK LIFE  How useful education has been for their current position? 1) Overall, formal education has not satisfactorily provided resources for their current work; instead, it has provided basic general knowledge. Education is lacking of important areas that are needed in work life, such as communication, negotiation and presentation, even writing and discussing skills were not adequately provided. 2) Only exception was education in engineering, that has provided skills in problem-solving and foreign languages, which are essential in expert work. let.oulu.fi / etunimi.sukunimi@oulu.fi (Hyvönen, Impiö & Järvelä, 2010) 25
  • 26. HOW TO LEARN TO BE AN ADAPTIVE EXPERT? Bransford, 2001; Brophy, Hodge, & Bransford, 2004; Crawford, 2007; Hatano & Inagagi, 1986 Help students to understand their own processes of knowing and problem-solving!
  • 27. Normal learning does not provide expertise, but can lead to ”good enough” tai ”satisfying” level.  Normal learning can reach satisfying basic level. Then it is possible to free mental resources in order to use them for higher level activities (in knowledge construction, skills and self-regulation) Formal education produces the users of experts, but not experts! (Geisler, 1994) Formal education does not nesessarily produce experts, rather experienced non-experts (Bereiter & Scardamalia, 1993)
  • 28. Learning expertise is a path or journey of competence building, including also regressions (Alexander, 2003; Bereiter & Scardamalia, 1986; Lajoie, 2003) Learning expertise comprices of three overlapping dimensions:  knowledge construction (Bransford et al, 2000; Sawyer, 2006)  expert-like performance (eg., Bereiter & Scardamalia, 1993; Tynjälä, 2007)  self-regulation (Boekaerts, Pintrich & Zeidner, 2000; Lin, Schwarz & Hatano, 2005)  It is a transitional learning process where goals are set, monitored, reflected and scaffolded (Lajoie, 2003)
  • 29. How to learn to be an adaptive expert? Bransford, 2001; Brophy, Hodge, & Bransford, 2004; Crawford, 2007; Hatano & Inagagi, 1986 Structured collaborative problem-solving method (Hyvönen & Impiö) 1. To establish the basis for collaborative problem solving process: to get to know each others, to acknowledge mental resourses and to construct common understanding of the task and underlying theories (activating prior knowledge) To design virtual and face-to-face phases and technological tools to be used. 2. To understand the context of the problem, and the problem and to define learning goals  Problems are authentic cases from work life; they are new and ill-structured, where multiple solutions are possible  The core of a problem should be analysed and defined  Reseach-based approach 3. To find possible solutions by constructing new knowledge based on the learning sciences, but adapted to authentic work life. 4. To choose the solution and work (play) with it until the problem will be solved
  • 30. How to learn to be an adaptive expert? Bransford, 2001; Brophy, Hodge, & Bransford, 2004; Crawford, 2007; Hatano & Inagagi, 1986 FEATURES OF THE COLLABORATIVE PROBLEM-SOLVING METHOD 1. Problems are not as in work life, but real assignment from work life.. 2. Collaboration is enhanced all way long. 3. Working takes place as expert teams by students, work life persons and other invited experts. 4. Evaluation, monitoring, reflection and planning are central in the process. 5. Playfulness and creativity are encouraged to free cognitive resources 6. Autonomy in designing blended model to work and use technologies meaningfully (AC, Skype, GoogleDocs, mind maps etc.)  For rich interaction  For making thinking visible and audible  For knowledge construction 7. Academic, research-based approach and understanding 8. The outcomes as social innovations, such as novel models to carry on
  • 31. How to learn to be an adaptive expert? Bransford, 2001; Brophy, Hodge, & Bransford, 2004; Crawford, 2007; Hatano & Inagagi, 1986 Examples of open problems by Elektrobit (EB) 2010 1. Open Source & Developer Communities Various developer communities are now important in software designing. Many software adaptations are based on open source platform (eg. Linux, Symbian, Qt, Android, MeeGo), while various informal communities work as developers. One temporal question is how open source culture and joining in developer communities can be promoted? 2. Motivation and managers Managers face questions and situations that are linked to motivation and flow of work. In order to help managers to coach team members they need to understand, what motivation means and what affect to motivation. How to increase understanding among coaching managers? How manager could help experts to maintain their motivation through work career? Heiss, Janice J. (2007)
  • 32. How to learn to be an adaptive expert? Bransford, 2001; Brophy, Hodge, & Bransford, 2004; Crawford, 2007; Hatano & Inagagi, 1986 Examples of results for problems by Elektrobit (EB) 2010 Posters and booklets
  • 33. References Alexander, P. A. (2003). The development of expertise: The journey from acclimation to proficiency. Educational Researcher, 32(8): 10–14. Bereiter, C. & Scardamalia, M. (1993). Surpassing ourselves. An inquiry into the nature and implications of expertise. Chicago: Open Court Publishing Company. Bransford, J. (2001). Thought on adaptive expertise. Retrieved June 15, 2008, from http://www.vanth.org/docs/AdaptiveExpertise.pdf. Bransford, J. D., Brown, A. L. & Cocking, R. R. (Eds.) (2000). How people learn: Brain, mind, and school. Washington: National Academy Press. http://books.nap.edu/catalog.php?record_id=9853 Brenninkmeyer, L. D. & Spillane, J. P. (2008). Problem-solving processes of experts and typical school principals: A quantitative look. School Leadership & Management, 28(5), 435–468. Brophy, S., Hodge, L., & Bransford, J. (2004). Work in progress – Adaptive expertise: Beyond apply academic knowledge. Frontiers in Education 3 (FIE): S1B/28- S1B/30, http://ieeexplore.ieee.org/xpl/freeabs_all.jsp?arnumber=1408679. Chi, M. T. H. (2006). Two approaches to the study of experts’ characteristics. In K. A. Ericsson, N. Charness, P. J. Feltovich & R. R. Hoffman (Eds.), The Cambridge Handbook of Expertise and Expert Performance (pp. 21–30). Cambridge: Cambridge University Press. Chi, M.T.H., Glaser, R., & Rees, E. (1982). Expertise in problem-solving. In R.J. Sternberg (Ed.), Advances in the psychology of human intelligence (pp. 7–75). Chi, M. T. H. & Koeske, R. D. (1983). Network representation of a child’s dinosaur knowledge. Developmental Psychology, 19(1): 29–39. Crawford, V, M, (2007), Adaptive expertise as knowledge building in science teacher’s problem solving. Paper accepted for the proceedings of the European Cognitive Science Conference. Delphi, Greece. Ericsson, K. A. (2006). An introduction to Cambridge handbook of expertise and expert performance: Its development, organization, and content. In K. A. Ericsson, N. Charness, P. J. Feltovich & R. R. Hoffman (Eds.), The Cambridge handbook of expertise and expert performance (pp. 3–19). Cambridge: Cambridge University Press.
  • 34. Hatano, G. & Inagagi, K. (1986). Two courses of expertise. In H. Stevenson, H. Azuma & K. Hakuta (Eds.), Child development and education in Japan (pp. 262–272). New York (N.Y.): Freeman. Hatano, G. & Oura, Y. (2003). Commentary: Reconceptualizing school learning using insight from expertise research. Educational Researcher, 32(8): 26–29. Hmelo-Silver, C., Marathe, S. & Liu, L. (2007). Fish swim, rocks sit, and lungs breathe: Expert-novice understanding of complex systems. The Journal of the Learning Sciences, 16(3), 307 – 331. Holoyoak, 1991 Johnsson, E. J. (1988). Expertise and decision under uncertainty: Performance and process. In T. H. Michele, H. Chi, R. Glaser & M. T. Farr (Eds.), The nature of expertise (pp. 209–228). Hillsdale (N.J.): Lawrence Erlbaum. Jonassen, D. H. (2007). What makes scientific problems difficult? In D. H. Jonassen (Ed.), Learning to solve complex scientific problems (pp. 3–23). Lajoie, S. P. (2003). Transitions and trajectories for studies of expertise. Educational Researcher, 32(8): 21–25. Lin, X., Schwartz, D.L., & Bransford, J. (2007). Intercultural adaptive expertise: Explicit and implicit lessons from Dr. Hatano. Human Development, 50, 65–72. Posner, M. J. (1988). Introduction: What is it to be an expert? In M.T.H. Chi, R. Glaser, & M.J.F. Farr (Eds.), The nature of expertise (pp. xxix–1). Hillsdale (N.J.): Lawrence Erlbaum . Tsui, A.B.M. (2009). Distinctive qualities of expert teachers. Teachers and Teaching: Theory and Practice, 15(4), 421–439. Weisberg, R. W. (2006). Modes of expertise in creative thinking: Evidence from case studies. In K. A. Ericsson, N. Charness, P. J. Feltovich & R. R. Hoffman (Eds.), The Cambridge handbook of expertise and expert performance (Eds.), (pp. 761-787). Cambridge: Cambridge University Press. Zimmerman, B. J. (2006). Development of adaptation of expertise: The role of self-regulatory processes and beliefs. In K. A. Ericsson, N. Charness, P. J. Feltovich & R. R. Hoffman (Eds.), The Cambridge handbook of expertise and expert performance (pp. 705–722). Cambridge: Cambridge University Press. Yates and Tschirhart (2007).

Editor's Notes

  1. Formal domains
  2. Experts greater knowledge allows them to excel, it is equally important to know ways in which their knowldge or performance is limited.
  3. Experts greater knowledge allows them to excel, it is equally important to know ways in which their knowldge or performance is limited.
  4. Experts greater knowledge allows them to excel, it is equally important to know ways in which their knowldge or performance is limited.
  5. PIRKKO Experts and experienced non-experts (Bereiter & Scardamalia, 1993)
  6. Developmental perspective and performance is conjugated with need of constant learning, which is in line with expertise studies (Bereiter & Scardamalia, 1993). As a challenge, social and collaborative side of expertise set new demands for individuals and groups. As already known collaboration is effective way of learning, but does not happen easily (Dillenbourg, Järvelä, & Fisher, 2009). We know also that in educational domain, teachers lack skills of successful collaboration and meaningful use of technologies in their collaboration (Impiö, 2009).
  7. Strong faith that everything goes well
  8. “People are dissimilar, which should be acknowledged”. Another group of problems deals with inadequate technical tools. Although many ICT tools are in use, there are still lack of tools and software that solve very compound problems. This is evident especially in very complex organizations with multiple processes and people in local and international contexts. The dilemma is that actual needs are exceptionally complicated, there is not yet any system invented to solve them. All in all knowledge management is a challenge Decision-making problems (Johnson, 1988; Jonassen, 2007) where stated in many cases. Experts at times have to make decisions without the necessary information. In such cases, they may take risks that could cost millions of Euros or theten people’s health. The question is how to enhance Edutool students’ decision-making skills, i.e. decision-making expertise already during their education? According to Yates and Tschirhart (2007) quality of decisions along with satisfying results of the actions in domain area should be acknowledged. The team is formed of people with relevant expertise in house construction, for instance architecture, legislation, economics and technologies. Each member in the team is highly educated and must have at least 20 years experience and evaluated as key persons before acceptance. The expert team works intensively trying to construct new knowledge and innovations, and also share tacit knowledge that is difficult to articulate and transfer. In order to succeed, participants should be able to conscious deliberation and reflection in their interaction. Such engagement involves making explicit the tacit knowledge that they have gained from experience (Tsui, 2009).
  9. Her utterance reveals the fact that as ‘adaptive’ experts, individuals become better at perceiving the whole entity and hidden factors (see, Bereiter & Scardamalia, 1993). ‘Routine’ experts know how to care for a coughing patient and prescribe medicines, and send the patient away without thinking about the whole person, and without considering more important factors behind the symptoms. In the beginning of the problem-solving episodes experts try to understand the problem, to problematize unproblematic (Glaser & Chi, 1988; Tsui, 2009). Laila’s case is important to notice here, because it tells about the cycle that integrates development of expertise and affordances of environment: individual’s expertise increases  her ability to perceive augments (e.g., Crawford, 2007); her ability to make decisions augments  environment can provide complexity in relation to her abilities and edge of competence. Medical domain is a complex multifaceted and knowledge-rich (Norman, Eva, Brooms, & Hamstra, 2007; Patel, Glaser, & Aroha, 2000), where problems are different than in many other domains. Theory-based reasoning and simultaneous reflecting on visible and non-visible, and measurable and non-measurable symptoms with various possible schemas (Barnes & Koslowsky, 2002; Patel et al., 2000) are intertwined in a situation. Hatano and Inagaki (1986) validate that perception by stating that playfulness is highly relevant factor to education, which influences whether individuals will engage in active experimentation (see also Lin, Schwartz & Bransford, 2007).