Case Studies: Theory


See these notes organized by topic.

Monday, January 13, 2003, Torgersen 3180 (1:30-2:30 pm)

  • A good result for this semester would include a taxonomy of case study uses
    • Perturbility (is this a word?)
    • Traceability
    • Contrast (HW #7)
    • Analogy/modeling (HW #1)
    • Extension
    • Summarization
  • Could also map what the cases are useful for....
    • as a starting point for analysis
    • as a starting point for experiences
  • Possible question: The case helped me to...(select from descriptions based on taxonomy)
  • It would be good to know what learning outcomes we expect from each exercise so we can develop related questions

Friday, January 17, 2003, Torgersen 3180 (1:30-3:20 pm)

  • Jack reviewed a case use taxonomy (based on last week)
    • Modeling
      • Use case to develop another instance
      • That one is a paradigm case
    • Perturbation
      • Have a case and transform it
      • Redevelop/analyze it
    • Summarization
      • Create an analysis of the case
    • Traceability
      • Go through a case checking against some question such as, "Were the requirements achieved?"
      • Did they do what they said they would (internal consistency)
    • Contrast
      • Contrast two cases
  • Mary Beth added another:
    • Caricature/Stereotype
      • Extract the distinguishing characteristics, make them stronger
      • This is like leading claims
      • Define what makes this case most interesting
  • Discussion on Pertubation:
    • This involves generating a new case variation, at least to some point, based on changed context
    • Can be done by establishing deltas or pursuing a new design entirely
  • Discussion on other dimensions:
    • Some other dimensions are...
      • Generate new
      • Analyze old
      • Test hypotheses of knowledge
      • Internalize case or at least the experience of dealing with the case
    • These, and others, may facilitate a matrix with the taxonomy of use to show things such as...
      • What learning has occurred?
      • What learning was supposed to happen?
  • Con raised the question on whether the taxonomy was sufficiently within a single dimension
    • There are things we can task using the case library
    • There are things the students can do with the case library
    • The question is whether these two sets are/need to be the same
    • What about things students can do with the case library that are not tasked?
    • What about things that are tasked that cannot be done with the library?
      • This could be a problem
      • Or a rationale for creative solutions
  • Discussion about characteristics of cases
    • Do some tasks map best onto cases with certain characteristics?
    • If so, what characteristics? What tasks? What mapping?
  • Con presented his results of an effort to search CS 3724 homeworks/activites for case library use
    • Case library is used for the following homework:
      1. Use case as a sample, create your own segment in parallel
      2. Explain what happened in a case
      3. N/A
      4. N/A
      5. Analyze what happened in a case and assess it
      6. Analyze a case with respect to a certain model
      7. Compare/contrast two cases
      8. N/A
      9. N/A
      10. Analyze a single case with respect to two models; assess success of model
    • Case library is used for the following in-class assignments:
      • In class #1: Change an input requirement and trace changes to the case
      • In class #10: Develop a new scenario and extend its implications (this uses familiarity with the case study in the text)
    • These result in the following variation on case use taxonomy:
      • Mimic (#1) (similar to analogy/modeling, but at a basic level)
      • Summarize/Explain (#2)
      • Analyze (#5, #6, #10)
        • ...with respect to models (given one, given two, open choice)
        • ...Check for internal consistency
      • Assess (#5, #10)
      • Compare/Contrast (#7)
      • Perturb (In-class assignment #1)
      • Extend (In-class assignment #10)

Friday, January 24, 2003, Torgersen 3180 (1:30-3:30 pm)

  • We discussed messiness and realism in a case study
    • Claim: Messiness in a case
      • + Supports realism
      • - But does not give the same experience unless there is a story to link the artifacts
    • Perhaps a case should have connective threading that links the artifacts together in the same manner they were generated and experienced. There should be a way for a case user to backtrack or follow this thread starting from any artifact of the case.
  • We discussed case-based learning vs. example-based learning
    • We need to look at other known case-based learning situations (such as professional schools) to examine:
      1. IF they use cases as a basis for any introductory courses
      2. Whether cases are used at all or only some levels of learning [Action: ALL]
    • Cases contain examples in a context
    • What other paradigms of learning? (such as principle first)
    • Are we doing true case-based learning or are we doing example-based learing based on realistic examples in cases?
    • Possible survey question: Did you explore cases beyond the current homework requirement? What did you get from that experience?


Friday, January 31, 2003, Torgersen 3180 (1:30-3:05 pm)

  • Expanding Case Study Library
    • Discussed advanced vs basic cases and their use
    • Discussed Virtual Science Fair case
      • Considered discarding it
      • Decided it would be useful if reformated as a characature case that exemplifies structure--readers can get more detail from the text
  • Learning Objectives
    • Discussed the need to base analysis on the learning objectives of the courses that use the case study library
    • A complete skill hierarchy will be difficult to obtain--most educators are less formal
    • We could search for a common set of learning objectives
      • Each educator to identify a few of their most important learning objectives
      • Can extract some from exam material
      • Some sort of voting process at the workshop could tune this down to a workable list
        • That was representative of the courses
        • That could be measured
        • That would be used

Friday, February 14, 2003, Torgersen 3180 (1:30-3:25 pm)

  • A Theory of Case Studies
    • We discussed various aspects of case studies as we knew them. While there is a lot of literature describing case studies in use, we have not as yet found a lot of cognitive theory that applies.
    • Characteristics of case studies:
      • Case studies extend in time as a story or narrative
      • They concern practices in addition to objects
      • They embody tradeoffs, decisions, conflicts, etc.
    • Case studies differ across some dimensions
      • For example, case studies of design efforts are not exactly like case studies of workers and their tools
    • We should look at other cases to see how they organize and use the case material
      • Is a case used only once or does the pedagogy return to the case several times during a course
      • What is the case used for? To teach skills, concepts, or to provoke discussions?
      • Add an examples page to the web site to collect the variety of case studies [Action: Con, Completed]
    • It seems dangerous to make general claims about case studies without some parameters that define the context of use
    • Motivation for case based instruction:
      • Examples provided in the casess allow for less hand holding on part of the instructor.
      • Cases improve motivations. Students appreciate the reality of the cases and the applicability of what they are learning.
    • Some terminology will need precise rather than off-the-street definition:
      • case study
      • case
      • example
      • realistic
      • narrative

Friday, March 14, 2003, Torgersen 3180 (1:30-2:50 pm)

  • Case Study Activities
    • Idea for case activity: Each student to study one of two cases and then pairwise explain the differneces
      • Contrast
      • This could possibly be an on-line collaboration

Friday, April 18, 2003, Torgersen 3180 (1:40-3:00 pm)

  • Theory
    • Possible measurment of case-based pedagagy effectivenes could include
      • Measuring the instructor perception of student efficacy
      • Measuring the instructor's self-efficacy in teaching the material


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