Case
Study as teaching strategy in training of students in Library Science
Estudio
de casos como estrategia didáctica en la formación del estudiantado en
Bibliotecología
Esteban
González Pérez1
ABSTRACT
This
paper proposes a theoretical basis and some guidelines for implementing
the study of cases in the academic training of students of the majors
offered by the School of Library and Information Science at the
University of Costa Rica. This teaching strategy can be successful in
situations in wich the application of theory and practice to study
different subjects is required, because these subjects are a product of
real situations or problems from work activity and encourage the search
for solutions, creativity, negotiation, teamwork, leadership, among
many other attitudes and skills. This work starts from the perspective
of constructivist that promotes meaningful learning and allows teachers
and students to assume different roles in the construction of new
knowledge.
Palabras
clave: Case studies, didactic strategies,
constructivism, library science
RESUMEN
Este
ensayo propone una base teórica y algunos lineamientos para implementar
el estudio de casos en la formación del estudiantado de las carreras
que oferta la Escuela de Bibliotecología y Ciencias de la Información
de la Universidad de Costa Rica. Esta estrategia didáctica puede ser
exitosa en situaciones en que se requiere la aplicación de la teoría y
la práctica para el estudio de distintos temas, ya que se desprenden de
situaciones o problemas reales relacionados con la actividad laboral y
fomentan la búsqueda de soluciones, la creatividad, la negociación, el
trabajo en equipo, el liderazgo, entre muchas otras actitudes y
habilidades. Se parte desde una perspectiva constructivista que
favorece el aprendizaje significativo y permite al docente y al
estudiantado asumir distintos roles en la construcción de nuevo
conocimiento.
Palabras
clave: Estudios de casos, estrategidas
didácticas, constructivismo, bibliotecología.
Received:
24 de noviembre 2014
Corrected: 18
de febrero 2015
Approved: 20
de marzo 2015
Theory without practice
is utopia
Practice without theory is improvisation
Anonymous
1. INTRODUCTION
The School of Library and
Information Sciences (EBCI for its name in spanish: Escuela de
Bibliotecología y Ciencias de la Información) at the University of
Costa Rica (UCR) celebrated in 2014 its 25th anniversary in the
training of professionals in library science and information offering
two bachelors degree, one degree and a postgraduate degree. In the
bachelor degree, the school has two emphases (Information Science and
Educational Libraries) that share a common core of subjects until the
third year, in which the student acquires the theoretical principles
and practices underlying their own professional work units of
information: processes, services, products, users, collections and
technologies that currently face and streamline the various digital
environments access to information.
Despite the history of the EBCI, the work of professional training in
librarianship incurs in new challenges, and requires updating content,
and different teaching strategies that promote the construction of
learning and experience in the classroom and beyond. This need is due
to the changes currently modifying all human activities, from
information technology and communication which have greatly impacted
the world of information and its way of storage and retrieval. In this
context, the work of the professors, as a revitalizing aspect of the
learning process, should be complemented by constantly updating their
knowledge in library science and education, research and production of
scientific publications and collaborative work with peers.
For this reason, this paper proposes the case study as an alternative
to the professors of the School of Library and Information Science.
Specifically, it poses as a teaching strategy for incorporating issues
to be studied and resolved by the student, causing the search for
creative solutions, decision-making, consultation and evaluation of
information sources, using the previous and particular of each student,
among other possibilities. In the text, they are considered
theoretical, methodological and evaluative aspects for the
implementation of the case studies in the university classroom.
2. THE
UNIVERSITY TEACHER AND HIS ROLE IN THE DISCIPLINARY TRAINING
The teaching work is immersed in a
constantly changing dynamics of social, political, economic and
cultural transformations at the local and global levels, which must be
contextualized in the learning process of each scientific discipline.
In the field of library science, constant challenges in the retrieval
and storage of information, the rescue of the historical documentary
heritage, the technical processes using international standards and
metadata as well as the incorporation of technologies, among many other
issues, are added to the learning of a dynamic and embedded discipline
in a transdisciplinary context.
In this field, as in all areas, the professors of the University of
Costa Rica is bound to have expert knowledge in their discipline and to
apply various pedagogical perspectives, methodologies and teaching
techniques for the training of students with a humanistic and critical
sense, committed to the solution of national problems according to
their scope (UCR, 2004).
It is also known that they have to incorporate technologies and exploit
all the possibilities for effective communication, knowledge
generation, education and development of learn to learn skills required
by the students.
To the EBCI it is essential to maintain a form of teaching library
science specialists to teach the courses that are distributed in the
following areas: Information Processing, Information Products and
Services, Administration, and Information Systems and Research. In
these people is deposited the responsibility to fulfill the objectives
of each course applying different teaching methodologies and evaluation.
However, it has been found from investigations carried out for the
Self-Assessment Report 2007-2012 the two bachelors degree and the
degree programs taught in the EBCI, that there are "deficiencies of the
teachers on pedagogy for teaching LIS excessive use of lectures as a
teaching strategy" (EBCI,
2013, p. 51).
This shows how there is a predominance of teaching strategies from a
traditional perspective, which promotes rote learning and knowledge
transfer where the teacher presents the information to the students and
they assume it with a low critical nature.
An educational proposal to change the position of the student who
absorbs and receives knowledge passively to an active construction of
this has been found in the constructivist perspective. According to Soler Fernandez (2006),
constructivism:
retoma
las premisas epistemológicas del paradigma “interpretativo” y las
aplica al aprendizaje, considerando una actividad cognoscitiva del
aprendiz, quien organiza y da sentido a la experiencia individual... es
la creencia de que los estudiantes son los protagonistas en su proceso
de aprendizaje, al construir su propio conocimiento a partir de sus
experiencias. [takes the epistemological premises of "interpretive"
paradigm and applie them in the learning process, considering a
cognitive activity of the trainee, who organizes and gives meaning to
the individual experience … it is the belief that students are the
protagonists in the learning process, to construct their own knowledge
from their experiences.] (p. 29)
The student, through the integration of new information and previous
knowledge gained throughout his life, manages to reconcile new learning.
The case studies (EC from its name in spanish: estudios de caso) is a
constructivist teaching strategy that allows invigorate the
teaching-learning process, the role of the person responsible for
developing their knowledge and skills, and the teacher as a mentor and
counselor of the strategy. This last one has a responsibility to build
based scenarios on real problems that are developed in the information
units which can be brought to the classroom by the EC strategy for
finding solutions by conscientious student.
3. CASE STUDIES
(EC) AS A TEACHING STRATEGY
A definition of EC is presented by Eisenhardt who proposes it as
una
estrategia de investigación dirigida a comprender las dinámicas
presentes en contextos singulares combinando distintos métodos para la
recogida de evidencia cualitativa y/o cuantitativa con el fin de
describir, verificar o generar teoría [a strategy of research aimed at
understanding the dynamics present in unique contexts combining
different methods for collecting qualitative evidence and / or
quantitative in order to describe, verify or generate theory] (quoted
by Martinez Carazo, 2006, p.
174).
In the educational
context is an ideal teaching and research strategy to make the
connection between theory and practice in which the student engages
consciously and responsibly throughout the process, with their own
learning.
As a strategy, the teacher designs and adapts the case based in the
learning context of the students and their characteristics, as the
learning content that meet the objective. The students are in contact
with a real situation that it can be adapted to different levels of
analysis and completeness. The intention is that the real situation
includes a problem, an opportunity, a challenge, or the making of an
informed decision from the consulted theory and experience of students.
According Elizarrarás
Velázquez (2007)
the case may be fictional, constructed or adapted by teachers,
incorporating descriptions of facts, events, reviews and opinions that
may be challenging for the student. We recommend taking into account
the training and utilization will be more effective the greater the
connection to the real world. So a good EC must be:
Verosímil2,
de modo que su argumento sea posible, que quede la impresión de que lo
ha vivido alguien; provocador, que la historia que cuenta estimule la
curiosidad e invite al análisis de sus personajes; conciso, sin adornos
literarios ni exceso de tecnicismos; cercano, con narraciones y
contextos del entorno más cercano, de la propia cultura; ambiguo, sin
predisponer a tomar partido en apoyo de unos contra otros. El papel de
cada personaje debe ser tomado y analizado con igual interés.
[credible, so your argument be possible, to leave the impression of
someone who has lived it; provocative, that the story stimulates
curiosity and invites the analysis of its characters; concise, without
trimmings or excess of literary technicalities; close, with stories and
contexts of the immediate environment, of its culture; ambiguous,
without prejudice to take sides in support of each other. The role of
each character must be taken and analyzed with equal interest.] (Elizarrarás Velázquez,
2007, p. 38).
An EC involving the features above lets you turn the classroom into a
laboratory for exploration of different realities concerning
disciplinary task: through discussion, explanation, research, drama and
other activities, it approaches as much as possible to the employment
reality and the search for solutions to problems that concern to
library science.
Cases can be used for various purposes that can therefore vary in their
approach, duration and completeness of the contribution of the student.
According to the Tecnologico
de Monterrey (2012), three types most commonly used cases are
identified:
Cases focused on the study of
descriptions: the aim is for students to analyze and describe an
event or situation without proposing solutions.
Troubleshooting cases: their
focus is on decision making that requires the solution of problems in
the case.
Cases focused on the simulation:
the aim is for students to get involved in the environment in which the
event takes place dramatizing the situation and playing the role of the
characters involved in it.
4. METHODOLOGY FOR CASE
STUDIES
In this strategy the
teacher person assumes the role of facilitator and motivator of the
discussion and analysis of the case, so that its role is vital in
formulating good questions that encourage reflection and clarification
of ideas. Moreover, being the person who facilitates the case, he or
she should promote collaborative work between students members of a
group, identifying gaps in skills needed for teamwork. The teacher can:
support the development of leadership attitudes, assign roles, identify
which are the student's strengths and how they can make them work for
the benefit of all; also, support the group reflection.
Using case studies as a strategy, it is necessary that teachers take
into account the following aspects (Tecnológico de Monterrey, 2012):
Learning Objective (s) expected
to be achieved.
Number of sessions (or
face-to-face classes) of the course that will be used to work the case.
It can involve the extraclase work related to the search for
information, activities and advance planning, and preparation of
documents and presentation of results.
Type of case and when it is
going to be used (to introduce theoretical concepts or to implement the
application of these concepts).
Percentage of the course grade
that will be accredited to work with cases and how it will be evaluated.
At the time of presenting the EC to the group, it is recommended that
the teacher announces the use of this strategy and provides an
inducement for people to feel comfortable with the methodology and to
give optimum performance. It should be considered the maturity level of
the students and the academic level at which the course belongs.
Furthermore, it is necessary to organize the activities such that a
requirement be for the next case.
Depending on the case and the topic to which it responds, it may
require consultation with specialists from other disciplines regarding
possible solutions or advice for the accomplishment of the activities.
The intervention of these outsiders can generate a better use of the
learning experience. See, for example, a case referred to a
conservation of bibliography, a technological innovation in a library,
a tender for sale of services, an infrastructure adaptation, among many
other examples that may involve a professional from another discipline
and provide valuable elements for discussion and decision making.
The EC can demand the teacher who is planning more plannification work
than the one invested in a master class. First, for their design it
must find or create the case that relates exactly to the learning
objectives; it must prepar complementary literature that can be used,
and it must organize the dynamics in the classroom to address it with
the students. Then, it requires resolving all questions that arise from
experience and complement it with theory. As a last step, it must
perform the evaluation, closure and return the resulting products to
their qualifications.
The effort and dedication that make the teacher will be rewarded with a
more useful and with more feedback from the students. The experiences
of implementing the EC can increase the knowledge of the teacher since
this is integrated with their students into the dynamics of learning
construction. For this, there is no doubt that it is a greater benefit
than other traditional and memory strategies.
In the first moment the person gives the case, the students are divided
into subgroups, they analyze the information it contains, they identify
their learning needs, they seek for themselves the theory needed to
solve the problem and solve it. In more detail, within the activities
that the students do in contact with a case can be mentioned:
-
Read, write and analyze the case, placed in the context, identify
characters and relevant topics.
-
Reflect on the questions raised and possible solutions with ideas,
solutions, different interpretations and opinions.
-
Consult the course contents, search for information in the library
and/or on the Web and consult experts on the subject, in relation to
the context and the doubts and inquiries that must be met
for the resolution of the case.
-
Link the case with their experience, with the learning context and
the course content.
-
Produce a solution to the case according to the evaluation criteria
and present it to the group.
5. STEPS TO ADDRESSING
THE EC:
The
cases can be adapted to different contexts and training purposes.
Therefore, it can not be think it of a standard form of use, hence the
next the sequence steps for approaching the EC with students are
recommended.
a) Presentation of the case: it
is recommended that the students do a thorough reading of the case
provided by the teacher. In this first approach it sets aside the
theory to focus on the raised situation. Key moments, and the relevant
facts and circumstances of each of these events are identified. To
enrich the understanding of the case, this process it can be supported
with various documentary resources, eg. a video, a newspaper article,
an institutional document to provide data for the discussion, among
other possible. (Annex 1, page 11).
b) Analysis: All information
provided by the case must be considered for the analysis. At this stage
it is synthesized in a few lines the proposed situation by removing the
idea or ideas which, in the opinion of the group, better define the
situation presented. It should clarify the characteristics of the
characters involved in the case and develop a timeline of events. Also,
it can add the first hypothesis and alternative solutions.
c) Identification of the basic aspects
of the case:
aspects such as objectives, issues, risks, opportunities, values,
attitudes, and alternatives are identified. At this stage it is
necessary to discover the key facts of the situation and the
significant relationships established in these.
d) Bibliographic support: it
should be considered the consulting sources of information that can
help solve the case. It is essential that decisions made are supported
by bibliographic sources and non-bibliographic information such as
consulting an expert on the subject.
e) Resolution of the case: the
students assume the role of decision makers and the support it well. In
the work of supervision, the teacher must identify the level of
exhaustiveness that students are implementing; moreover, the teacher
must also motivate with reflection questions or comments to help the
students make a deep analysis of the case to be solved.
f) Development of recommendations:
being the decision made on the case, the students can make
recommendations to support the decision. Thus the ability to synthesize
and propose viable alternatives to different situations is generated,
which will be very useful to students in their professional future.
g) Final review of the case and
exposure: the students conduct a final review of the case and
prepare the exhibition, considering the following scheme:
- Narration of the facts and events
developed in the case.
- Interpretation of the case made by the group.
- Possible ways to solve the case.
Depending
on the type of case being used, a way of present it is through
dramatization, where students adopt a character and represent it. It
can also organize a plenary which, according to Noeguero López (2007),
provides a neat summary of the interpretations of the case and its
possible solutions while studying the viability. With this last
technique it is reached in the group the choosing of the solutions
considered most relevant and the relationship between the proposed
case, and the reality that the students will find in the future is
discussed.
h) Closure and evaluation: the
teacher is in charge of the comments of the closure of the case and the
application of the evaluation and return of products ordered by
students (a research report, a portfolio, a scheme, a conceptual map,
etc.).
The EC can generate significant benefits to the students, specifically
for the development of skills that will be of great help in their
professional future such as equipment and management decision making.
In addition, it may sense a voluntary contribution of more time as "the
decision of a case they may be more attractive than lectures, reading
books or academic texts and assessments rote" (Martínez Sánchez, 1999, p. 25).
6.
EVALUATION OF THE EC STRATEGY
Working with this
participatory and collaborative methodology extends the alternatives
assessment. The teacher can apply their general assessment and
encourage the students' self-assessment (knowledge themselves) and
coevaluation (peer-assesment) during the stages of resolution of the
case or after the activity. The evaluation could be divided into three
stages:
1) Identification of the problem
2) The process of gathering information
3) The proposed solutions
In the evaluation
made by the teacher, the use of rubrics or evaluation matrices is
recommended to measure the students' performance. Some aspects that can
be assessed in them are: argumentation the problem, relevance of the
consulted literature, the theoretical framework related to the topic,
discussion of results, conclusions, writing and spelling, drawing up
charts and graphs or support requested, compliance with deadlines and
activities, among others. For example, an overall weight of the case
through the section can be:
For these situations, in an excellent performance the teacher
positively reinforces the learning achieved and highlights the success
of the results. In an improvable performance the teacher should make
awareness that, to solve a case, it is not enough to understand the
theoretical foundations, but also learn to implement them. For a poor
performance aspects such as writing, the terminology used, the
technical content and technical implementation are not appropriate to
their level, the teacher should make an assessment and find specific
situations that hindered the resolution of the case and reflect on
qualifying.
7. CONCLUSIONS
The EC
is a teaching strategy that is approached from a constructivist
perspective of learning. For this, it must be considered aspects such
as: a strategy focused on individual student rather than the teacher;
spaces for discussion and knowledge building; finding sources of
information from the group autonomously, without ginving the sources;
the teacher as a facilitator and guiding the process; and an evaluation
to allows the assessment of the issues not only from the quantitative
but also in qualitative terms, as attitudes and values.
The preparation of a case involves time that the teacher must invest in
the search of that reality event that meets the learning objectives, or
in the development of a fictional situation. It is necessary that the
person teaching values the type of cases discussed above to make
considerations for processing and to determine the scope of the
strategy. The time spent, that is more than preparing a lecture, it can
be seen as a winning at the end of the strategy.
In addition, the implementation of an EC also involves the time
required for the group to work on face-to-fac class and to value the
time that will be required in an extra class way. It is recommended
that the teacher has the ability to negotiate with the student,
assessing the possibilities of working together during outside class
hours and the technological tools that could support them to work the
case of a deferred basis (a blog, a wiki, a text document online
discussion forums, etc.). The teacher in his or her role of facilitator
can provide guidance to support students to achieve the stages of
solving the case. Thus, the facilitator from the role of teacher is
actively involved and learns from the experience of each group.
The evaluation rubrics can help the students to appreciate the criteria
that will be considered, both in terms of attitudes and the
contribution that is made to group and individual level in the
resolution of EC. Thus the commitment from the beginning may be greater
if the student is aware of the way how it is going to be evaluated.
The EC can contribute to the teaching of Library Science from a series
of positive experiences in the training of students in the various
courses of the curriculum. Each course addresses the development of
theoretical and practical knowledge that are required in the workplace.
Therefore, an EC can help the students change their passive role to an
active role in learning.
8. REFERENCES
Escuela
de Bibliotecología y Ciencias de la Información [EBCI]. (2013). Informe
de Autoevaluación 2007-2012. San José, C.R.: Autor.
López Noeguero, F. (2007).
Metodología participativa en la enseñanza universitaria. Madrid: Narcea.
Martínez Carazo, P. C.
(2006). El método de estudio de caso: estrategia metodológica de la
investigación científica. Pensamiento & gestión, 20, 165-193.
Martínez Sánchez, A. (1999). El
estudio de casos como técnica didáctica. Innovación educativa, 9, 25-53.
Soler Fernández, E. (2006).
Constructivismo, innovación y enseñanza efectiva. Caracas: Equinoccio.
Tecnológico de Monterrey.
(2012). Técnicas didácticas: método de casos. Recuperado de http://sitios.itesm.mx/va/diie/tecnicasdidacticas/5_1.htm
Universidad de
Costa Rica [UCR]. (2004). Política Académica. Perfil de competencias
genéricas para el profesorado de la Universidad de Costa Rica. San
José, C.R.: Autor.
Velázquez Elizarrarás,
J. C. (2007). El estudio de caso en las relaciones jurídicas
internacionales. México: UNAM.
9.
ANNEX
9.1. Annex 1
Case study:
Challenges
of the University Library: from the traditional to the virtual
Introduction:
The next event is intended to assessment of a reality faced by the
university library and the search to solutions to it. With this aim, it
is recommend a critical and analytical reading, extracting the main
ideas considered as problems, the role of the characters involved and
the resources available and non-available of the institution.
Objectives:
- To
identify the role played by ICT (information and communication
technologies) in the process of library products and services
automation.
- To determine the digital skills that any person specialist in Library
Science should possess and/or develop in their professional activity.
Roles:
For the resolution of this case, students meet in subgroups for reading
it and make a plenary. Active participation in the discussion, exchange
of ideas and collaboration in the search for solutions will be
considered in the evaluation. Each group can ask specific questions to
the teacher about elements that help to expand and focus the discussion
in the search for alternative solutions.
General information:
-
Each team will be formed by 4 students.
-
The time for analysis, search for solutions, report writing and
presentation will be 2 face-to-face classes (8 contact hours). Extra
class work for the literature review and progress in the answers to
the questions is recommended.
-
The group will prepare a text document with a cover, an introduction,
questions and possible solutions, bibliography and appendices. In
addition, the presentation can be supportes with a
presentation of slides or other material
homemade.
Evaluation:
The report must contain the following:
- Arguments of the problem
- Resolution and discussion of the questions raised
- Conclusions
- Correct grammar and spelling
- Consulted bibliography (minimum 2 sources of information)
Value:
20%. It breaks down as follows:
Written report: 10%
Exhibition: 5%
Co-evaluation: 5%. (Proactive participation in the whole process will
be evaluated).
CASE REPORT
The “Efrain Rojas Rojas” University Library of the University of Costa
Rica has 20 years existence. Since its inception, it is specialized in
providing information services to a diverse community made up of
university teachers and administrators, researchers’ staff and students
from different disciplines. So its target population may amount to more
than 25 000 people engaged in academic and research work.
The collection of the Library consists of the following:
- General collection: 35 000 copies
- Final
work of graduation: 1500 copies
- UCR academic journals: 8500 scientific
articles
- Subscription journals: 450 titles
- Multimedia materials: 7000 tangible
objects (video, audio, photos)
- Research reports: 850 project documents
Among the services provided by the Library
include:
- 5
terminals with Internet access
- Card catalog with over 50 000 cards
- Printed monthly newsletter
- Training of Users
- Physical location of documents in other libraries
- Loan of bibliographic material
- Guide to the users and resolution of queries
- Accessible services to people with disabilities
- Individual and group study rooms
- Audiovisual materials center (VHS, DVD, CD)
The organization of the library is divided
into:
-
Coordination (General Coordinator and 1 Head Department )
- Reference Department: 5 people
- Technical Processes Department: 5 people
- Circulation and Loan Department: 5 people
- Selection and Procurement Department: 5 people
In the last 10 years, the use of Internet as the primary mean of access
to information has won in an extended mode the taste and preference of
the university community, making the user statistics generated by
different Departments of the Library fall alarmingly. This situation is
not unaware to the university authorities, who have supported the
recommendations of the Coordination of the Library to keep the budget
and try to reverse the problems of the low influx of users in person;
still, the outlook is not encouraging and there could be cuts.
One aspect that stands out is that the library has not ventured into
the field of technology and automation to manage new services and
information products. This has been to remain faithful to a library
tradition inherited from previous policies and administrative
procedures that give priority to the printed document and users face
service in the facilities of the library.
From the above, the following questions rise:
What has been the main problem in terms
of low/no assistance of library users?
What alternative solution or hypothesis is initially envisioned to
position back to the library as an intermediary between the user and
the information?
What levels of responsibility have all the people who work in the
library? Analyze each position and breakdown activities belong.
Identify those that are part of the problem.
What is the contribution that the automation can provide services and
products to the Library?
1)
What alternative solutions to position the university community in the
department proposes? Describe new services/functions/policies and the
relationship that it must be established with other departments (if
required) to make them function properly.
2) What material resources will demand the department? Make a real
estimate of the budget required for the purchase of materials and other
actions to be carried out.
3) If required digitizing various printed materials, which will it be?
What considerations should be taken on the issue of copyright? And what
criteria will be taken into account digitization? Assess quality
aspects, applications and equipment.
10. NOTAS
1. Universidad de
Costa Rica. Escuela de Bibliotecología y Ciencias de la Información.
COSTA RICA. esteban.gonzalezperez@ucr.ac.cr
2. Emphasis added as it comes in the original
text.