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CHAPTER 1.1
Charles R. Graham
The term “blended learning” is being used with increased frequency in both
academic and corporate circles. In 2003, the American Society for Training and
Development identified blended learning as one of the top ten trends to emerge in the
knowledge delivery industry (cited by Rooney, 2003). In 2002, The Chronicle of Higher
Education quoted the president of Pennsylvania State University as saying that the
unrecognized trend in higher education today” (Young, 2002, p. A33). Also quoted in
that article was the editor of The Journal of Asynchronous Learning Networks who
predicted a dramatic increase in the number of hybrid (i.e., blended) courses in higher
So what is this “blended learning” that everyone is talking about? This chapter
will provide a basic introduction to blended learning systems and share some trends and
issues that are highly relevant to those who are implementing such systems. To
accomplish these goals, the chapter will address five important questions related to
blended learning systems such as: What is blended learning?, Why blend?, What current
blended learning models exist?, What issues and challenges are faced when blending?,
The first question asked by most people when hearing about blended learning, of
course, is just “What is blended learning?” Even though blended learning has become
somewhat of a buzzword in corporate and higher education settings, there is still quite a
bit of ambiguity about what is meant when the term is used (see Jones, this volume).
How is blended learning different that other terms in our vernacular such as distributed
learning, e-learning, open and flexible learning, and hybrid courses? Some define the
term so broadly that one would be hard pressed to find any learning system that was not
“blended” (Masie, this volume; Ross & Gage, this volume). Others challenge the very
(Offerman & Tassava, this volume). In the first section of this chapter, I will articulate a
practical working definition for the term blended learning and provide a historical context
One frequent question asked when one hears about blended learning (BL) is “What is
being blended?” While there are a wide variety of responses to this question (Driscoll,
2002), most of the definitions are just variations of a few common themes. The three
most commonly mentioned definitions documented by Graham, Allen, and Ure (2003)
are:
Associates, 2003; Orey, 2002a, 2002b; Singh & Reed, 2001; Thomson, 2002)
2002)
The first two positions above reflect the debate on the influences of media versus
method on learning (Clark, 1983, 1994a, 1994b; Kozma, 1991, 1994). Both of these
positions suffer from the problem that they define BL so broadly that there encompass
virtually all learning systems. One would be hard pressed to find any learning system
that did not involve multiple instructional methods and multiple delivery media. So
defining BL in either of these two ways waters down the definition and really does not
get at the essence of what blended learning is and why the concept of blended learning is
exciting to so many people. The third position more accurately reflects the historical
emergence of blended learning systems and is the foundation of the author’s working
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The working definition in Figure 1 reflects the idea that BL is the combination of
instruction from two historically separate models of teaching and learning: traditional
F2F learning systems and distributed learning systems. It also emphasizes the central
On the one hand, we have the traditional F2F learning environment that has been around
for centuries. On the other hand, we have distributed learning environments that have
begun to grow and expand in exponential ways as new technologies have expanded the
In the past, these two archetypal learning environments have remained largely
separate because they have used different media/method combinations and have
addressed the needs of different audiences (see Figure 2). For example, traditional F2F
interaction in a live synchronous, high fidelity environment. On the other hand, distance
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Figure 3 shows the continuum for four critical dimensions of interactions that
occur in both of these environments. Historically, F2F learning has operated at the left-
hand side of each of these dimensions while distributed learning has operated at the right
of each of these dimensions. To a large degree, the media available placed constraints on
the nature of the instructional methods that could be used in each environment. For
example, it was not possible to have synchronous or high fidelity interactions in the
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The rapid emergence of technological innovations over the last half century
(particularly digital technologies) has had a huge impact on the possibilities for learning
in the distributed environment. In fact, if you look at the four dimensions, distributed
once only possible in F2F environments. For example, in the time and fidelity
interactions that occur in real-time with close to the same levels of fidelity as in the F2F
how to make machines and computer interfaces more social and human (i.e., see work
with automated agents, virtual worlds, etc.). Even in the space dimension, there are
some interesting things happening with mixed reality environments (see Kirkley &
Kirkley, this volume) and environments that simultaneously facilitate both distributed
The widespread adoption and availability of digital learning technologies has led
traditional F2F learning experience. From the distributed learning perspective, we see
evidence of the convergence in F2F residency requirements (Offerman & Tassava, this
volume; Pease, this volume) and limited F2F events (such as orientations and/or final
mediate those interactions. Figure 2 depicts the rapid growth of distributed learning
environments and its convergence with F2F learning environments. The intersection of
the two archetypes depicts where blended learning systems are emerging.
While it is impossible to see entirely what the future holds, we can be pretty
certain that the trend towards blended learning systems will increase. It may even
become so ubiquitous that we will eventually drop the word “blended” and just call it
learning as both Masie and Massy (this volume) predict. But regardless of what we
decide to call blended learning in the future, it is clear that the phenomenon of blended
effective blended learning experiences that incorporate both F2F and computer-mediated
(CM) elements.
This section of the paper is dedicated to looking at current trends and issues that
are relevant to blended learning systems. I begin with a brief review of what the research
says about why people choose blended learning. Next, I share some of what we have
learned about current models of blended learning including similarities and differences
between higher education and corporate models. Finally, this section will end with a
peek into several important issues and challenges that are being faced in the design and
Why blend?
There are many reasons why an instructor, trainer, or learner might pick blended
learning over other learning options. Osguthorpe and Graham (2003) identified six
reasons why one might chose to design or use a blended learning system: (1) pedagogical
used by IBM (Lewis & Orton, this volume) where learners go through three phases
learning lab focused on active learning and application experiences instead of lecture, and
(Phase 3) online learning and support for transferring the learning to the workplace
environment. Using a similar strategy, a BYU accounting professor uses online modules
to help students acquire the tool skills and technical information and then uses precious
F2F class time to focus on application, case studies, and develop decision making skills
(Cottrell & Robison, 2003). It is interesting to note such overlaps in blended learning
A few other ideas for using BL to improve pedagogy included in this handbook
are: Oliver, Herrington, and Reeves (this volume) who provide insights into how
classroom experience. Collis (this volume) shares a model for how BL can be used to
integrate formal classroom learning and informal workplace learning. Wisher (this
volume) and Kirkley and Kirkley (this volume) who share ideas for collaborative learning
and problem solving in environments that mix live F2F elements with virtual reality.
influencing the growth of distributed learning environments (Bonk, Olson, Wisher, &
Orvis, 2002). Many chapters in this volume emphasize programs that would not be
possible if students were not able to have a majority of their learning experiences at a
distance from instructors and/or other students (for examples, see Kaur & Ahmed; Lee &
Im; Reynolds & Greiner, this volume). Learner flexibility and convenience is also of
growing importance as more mature learners with outside commitments (such as work
and family) seek additional education. Many learners want the convenience offered by a
distributed environment, and, at the same time, do not want to sacrifice the social
interaction and human touch they are used to in a F2F classroom. There are numerous
examples in this handbook of how blending is used to provide a balance between flexible
learning options and the high touch human interactive experience. WebCT executives,
Barbara Ross and Karen Gage (this volume), for example, have seen an expansion of
reduced seat time courses that allow for increased flexibility but retain some traditional
Moskal, & Sorg, this volume) are also good examples of this. As a third example, the
presentation experiences at the beginning and ending of a course with online learning
experiences in between.
systems in both higher education and corporate institutions. Blended learning systems
provide an opportunity for reaching a large, globally dispersed audience in a short period
of time with consistent, semi-personal content delivery. Bersin and Associates (2003)
have done an exemplary job of documenting corporate cases that have effectively used
handbook, the IBM chapter from Lewis and Orton (this volume) reports ROI figures as
high as 47 to 1 for their implementation of BL. In adding to these results, the Avaya
chapter (Chute, Williams, & Handcock, this volume) and Microsoft chapter (Lutz this
volume) both provide cases in which BL solutions have resulted in a significant ROI.
In higher education there is also interest in finding solutions that are cost
effective. The Center for Academic Transformation with support from the PEW
Charitable Trust recently completed a three year grant program designed to help
enhancements and cost savings. More detailed information for each of the thirty grant
redesign projects that PEW funded can be found at the grant web site (PEW, 2003). A
summary of the significant role blended learning played in the various Pew projects can
be found in Graham and Allen (Graham & Allen, in press; Graham et al., 2003).
The second section of this handbook on for-profit universities has several chapters
that address this issue (Pease, this volume). The University of Central Florida, for
example, has predicted cost savings due to cost reductions in physical infrastructure and
improved scheduling efficiencies, which have yet to materialize (Dziuban et al., this
volume).
One of the goals of this handbook is to look broadly across many sectors
(corporate, higher education, for-profit higher education, military, etc.) to see what the
current state of blended learning is and what we can learn from innovative people and
organizations in this arena. The 39 chapters of this volume provide a wide range of
perspectives and flavors of blended learning to learn from. While there is a wide
variance in the blended learning practices that are occurring, there are also some strategic
One of the first things that we notice as we look at the different models of
blending in the cases in this handbook is that they occur at a variety of different
organizational levels. This section will articulate the four levels at which we identified
blends occurring. Several chapters (Ross & Gage, this volume; Wright, Dewstow,
Tappendin, & Topping, this volume) specifically address different levels of blending that
are occurring. All of the BL examples in this handbook occur at one of the following
• Activity level
• Course level
• Program level
• Institutional level
Across all four levels, the nature of the blends is either determined by the learner
or the designer/instructor. Blending at the institutional and program levels is often left to
the discretion of the learner, while designers/instructors are more likely to take a role in
Activity Level Blending. Blending at the activity level occurs when a learning
activity contains both F2F and CM elements. For example, Wisher (this volume) outlines
large scale military training events that incorporate both F2F and virtual elements.
Kirkley and Kirkely (this volume) also discuss how mixed reality technologies blend the
virtual and the real together during learning activities. In higher education, Oliver et al.
(this volume) talk about strategies for using technological tools to make learning
activities more authentic, while examples like Jung and Suzuki (this volume) share how
Course Level Blending. Course level blending is one of the most common ways
to blend. A course level blend entails a combination of distinct F2F and CM activities
used as part of a course. Some blended approaches engage learners in different but
supporting F2F and CM activities that overlap in time while other approaches separate
the time blocks so that they are sequenced chronologically but not overlapping (see
examples in Huang & Zhou and Jagannathan, this volume). Owston, Garrison, and Cook
(this volume) describe eight different cases of blending at the course level across
Program Level Blending. Ross and Gage (this volume) observes that blends in
higher education are often occurring at the degree program level. Blending at a program
level often entails one of two models - a model in which the participants choose a mix
between F2F courses and online courses or one in which the combination between the
two is prescribed by the program. Jung and Suzuki (this volume) talks about a program
level blend in the Japan context in which there are certain F2F courses that are required
for a program and the rest can be taken at a distance. Salmon and Lawless (this volume)
describes a business Management Certificate program which allows students the choice
of completing the program completely online or online with F2F tutoring session and/or
Diploma program is conducted mostly online with about 15 percent of the learning time
in a F2F setting. Reynolds and Greiner (this volume) and Wright et al. (this volume) both
describe teacher education programs that blend F2F and CM experiences at the program
level.
the case with Oracle’s Leader Track training (Hanson & Clem, this volume), Avaya’s
Executive Solutions Selling Business Acumen program (Chute et al., this volume) and
cases of three training programs provided by Microsoft (Ziob & Mosher, this volume).
institutions of higher education are creating models for blending at an institutional level.
IBM (Lewis & Orton, this volume) and Sun Microsystems (Wenger & Ferguson, this
learning. The University of Phoenix (Lindquist, this volume) also has an institutional
model for blending where students have F2F classes at the beginning and end of the
course with online activities in between. At a university level, the University of Central
Florida (Dziuban et al., this volume) has created the “M course” designation for blended
courses that have some reduction in F2F seat-time. Other institutions such as BYU Idaho
have a general education requirement that students must have one online learning course
experience to graduate (BYU-I, 2004). Brigham Young University (Provo campus) has
experimented with “semester online” courses where on-campus students could enroll for
a distributed course along with other campus-based courses (Waddoups & Howell, 2002).
been allowed to take a required course online while they were off-campus for the summer
(Wang, Kanfer, Hinn, & Arvan, 2001). (It is important to note that “dual mode”
institutions (Rumble, 1992) that support both F2F and computer mediated instruction are
not necessarily in the business of blending learning. For the institution to be engaged in
blended learning, there must be a concerted effort to enable the learner to take advantage
of both ends of the spectrum. It is not sufficient for the institution to have a distance
One of the reasons that we are interested in models of blended learning is that we
are interested in the practical question of “How to blend?” Each model provides ideas
about how to blend with examples implemented in specific contexts and with real
constraints. Table 1 provides three categories for blended learning systems found in this
handbook based on the primary purpose of the blend. Some blends in this handbook
would fit into multiple categories; however, usually a blend most closely matches the
focus of one category. It is also important to note that none of these blends are
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We see the greatest focus on enabling blends in programs that come out of a
distance learning tradition. A good example is the University of Phoenix (Lindquist, this
volume) that attempts to provide an “equivalent” learning experience through its F2F
residential programs, entirely online programs, and blended learning programs. In this
system, learners pick the option that best meets their cost and time constraints.
With the widespread adoption of learning management systems (LMS) and technology
their courses with some level of technology. Both Jones (this volume) and Wright et al.
(this volume) provide models that span the spectrum from a minimum level of integration
to a high level of integration. The hope of some is that enhancing blends are the first
of transforming blends in the corporate environment than there are in the university
volume), mixed-reality and problem-based embedded training (Kirkley & Kirkley, this
volume) show how high-end technologies can transform the learning experience. Other
support systems, and mobile devices to situate learning in the context of workflow (see
Chute et al., Collis, DeViney & Lewis, Singh, and Wagner, this volume). In higher
education environments constraints such as class duration, size, location, and availability
et al. (this volume), for instance, point to several ways that technology can support the
use of tools for simulations, visualization, communication, and feedback) that are
transforming the ways that their students learn (West & Graham, in press)..
This section briefly outlines six major issues that are relevant to designing
blended learning systems. The issues are: (1) the role of live interaction, (2) the role of
learner choice and self-regulation, (3) models for support and training, (4) finding
balance between innovation and production, (5) cultural adaptation, and (6) dealing with
important to the learning process and to learner satisfaction with the process? Hanson
and Clem, Hoffmann, Owston et al., and others (this volume) observed a preference
among many learners for the live (or F2F) components of a blended experience. When
CM and F2F elements were combined, learners often placed a greater value or emphasis
on the F2F aspects of the experience. Juxtaposed to this Offerman and Tassava (this
volume) makes the claim that the F2F components are really unnecessary and primarily
used for socialization reasons. Similarly, the University of Phoenix (Lindquist, this
volume) takes the position that the live, completely online, and blended options to their
and why should we be considering human interaction such as collaboration and learning
communities? How does live interaction versus low fidelity, asynchronous interaction
about the kinds of blends that they participate in? Many of the chapters of this book as
well as other blended learning publications make it seem like learners are primarily
selecting blended learning based on the issues of convenience and access. But this begs
questions about the type and amount of guidance that should be provided to learners in
making their choices about how different blends might impact their learning experience.
widely. But the jury is still out on whether blended learning models can be developed
that are affordable and still address the needs of different populations with different
Cultural Adaptation. What role can and should blended approaches play in
adapting materials to local audiences. One strength of e-learning is the ability to rapidly
distribute uniform learning materials. Yet, there is often a need for customizing the
materials to the local audience to make them culturally relevant. Jagannathan (this
volume) and Selinger (this volume) both address the need to find balance between global
and local interests. Selinger suggests that a F2F instructor plays an important role in
tension between innovation and production. On the one hand, there is a need to look
forward to the possibilities that new technological innovations provide, and, on the other
hand, there is a need to be able to produce cost effective solutions. However, due to the
innovation and production will be a constant challenge for those designing blended
learning systems.
speed and digital technologies are increasingly becoming an integral part of our day-to-
day lives. Technological innovation is also expanding the range of possible solutions
that can be brought to bear on teaching and learning. Whether we are primarily
flexibility, or reducing the cost of learning, it is likely that our learning systems will
Ross and Gage (this volume) make the statement that future learning systems will
be differentiated not based on whether they blend but rather by how they blend. This
question of how to blend F2F and CM instruction effectively is one of the most important
we can consider as we move into the future. Like any design problem this challenge is
this handbook we do not present any one solution as the solution, rather we share
examples of successful blends across many contexts. We hope that the wide range of
global perspectives and specific local examples available in this handbook will help
challenges in varied contexts. Our charge is to try and best understand the strengths and
weaknesses of both F2F and CM environments so that when we are faced with tradeoffs,
systems should be seeking out best practices for how to combine instructional strategies
in F2F and CM environments that take advantages of the strengths of each environment
and avoid their weaknesses (Osguthorpe & Graham, 2003; Martyn, 2003).
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activity level blend. Class discussions are one of the most ubiquitous instructional
methods used in education. Unlike the lecture, the instructional method of class
the goal of class discussion is to have the learners negotiate and co-construct an
understanding of the discussion topic. The F2F and CM environments have many
complimentary strengths and weaknesses that impact class discussion. Table 2 lists some
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Although Table 2 certainly does not contain all of the possible strengths and
might use this understanding to make decisions about whether to use one or the other or
might choose to use the CM environment so that everyone in the class can contribute to
procrastination might choose to use a F2F discussion where social presence and
excitement for the topic can be communicated through voice as well as gesture. A third
instructor might choose to blend the two learning environments, starting with a brief
exploratory F2F discussion to generate excitement for the topic and set the stage for a
models of blended learning at the institutional, program, course, and activity levels that
can be adapted to work in contexts. This will involve understanding and capitalizing on
learning environments.
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Figures
Definition:
Traditional Distributed
face-to-face (computer-mediated)
Learning Environment Learning Environment
Past
(largely separate
systems)
expansion
due to
technological
Present innovation
(increasing
implementation of
blended systems)
Blended
Learning
System
Future
(majority of
blended systems)
Figure 4: The challenge of finding blends that take advantage of the strengths of each
Tables
Enabling blends primarily focus on addressing issues of access and convenience. For example,
Enabling Blends blends that are intended to provide additional flexibility to the learners or blends that attempt to
provide the same opportunities or learning experience but through a different modality.
Enhancing blends allow for incremental changes to the pedagogy but do not radically change the
Enhancing Blends way teaching and learning occurs. This can occur at both ends of the spectrum. For example, in
a traditional F2F learning environment, additional resources and perhaps some supplementary
materials may be included online.
Transforming blends are blends that allow for a radical transformation of the pedagogy. For
Transforming example, a change from a model where learners are just receivers of information to a model
Blends where learners actively construct knowledge through dynamic interactions. These types of
blends enable intellectual activity that was not practically possible without the technology.
learning environments