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Learning Processes in User Training:

The Case for Hermeneutics


Maung K. Sein Stig Nordheim
University of Agder University of Agder
Service Boks 422 Service Boks 422
4604 Kristiansand S, Norway 4604 Kristiansand S, Norway
+47 3814 1617 +47 3814 1610
Maung.K.Sein@uia.no Stig.Nordheim@uia.no

ABSTRACT and thus enveloped the training context squarely in the


While the maturing research literature on training has generated “mainstream” IS scholarly discourse. Concepts and processes that
increasingly sophisticated and more comprehensive theoretical have hitherto been black boxes have been opened and we have
models, the actual process through which users learn to use a drilled down to more basic and elementary aspects of training.
system remains a relatively neglected area. The extant literature However, the overwhelming paradigm has remained positivistic
that has paid attention to processes have conceptualized these as and followed a variance approach. The IS literature has
structures and examined them through variance studies. In this predominantly emphasised models that are rational and have
paper, we address this knowledge gap by advancing hermeneutics emphasised reasoned actions. These models fail to capture the
as a lens to depict the process through which users come to learn broader and more complex processes at work, while people are
about the system. We explain the hermeneutic process, situate it in engaged with technologies [4], [2]. Even models that have sought
a training context and illustrate our conceptualization by to take a process perspective have been essentially variance in
interpreting a specific training program at a large organization. nature. Case in point is the Technology Mediated Learning
Based on our findings, we argue that hermeneutics is an (TML) model proposed by Gupta and Bostrom [2]. They very
appropriate lens to view training and outline how a training rightly point out that a focus on the learning process is missing
program can be designed according to hermeneutic principles. from existing research [2].
We fully concur. Yet, in addressing this knowledge gap, they end
Categories and Subject Descriptors up taking a variance perspective by conceptualizing the learning
K.6.1 [Project and People Management]: Training technique as a “structure” and operationalizing it as an ordinal
variable with levels of complexity. What is still missing is the
General Terms actual learning mechanism. Sure, structures are appropriated and
Human Factors. as Gupta and Bostrom [2] show, can perhaps even be measured.
But how does this appropriation happen? What is the process that
Keywords the learners follow in appropriating learning structures?
User training, hermeneutics, learning processes, training process.
In this paper, we propose that the learning process may be based
on and viewed in terms of hermeneutics. Hermeneutics is a
1. INTRODUCTION philosophy about understanding, interpretation and how to
Over the last 3 decades or so, training research in IS has thrived achieve knowledge [5] and captures the main processes at work.
and gradually matured. Training research by nature is relevant, Its potential has been argued, both in IS research [6] and in IS
and it has become more theoretically grounded and rigorous. design and use [7]. We argue that the training process can be
Comprehensive conceptual models (e.g. [1], [2], [3]) have been aligned with this hermeneutic view of the mental processes, and
developed that are invaluable to “..summarize and integrate eventually this can be the platform to develop specific training
existing research and theories and to guide future research ..” [2], methods and techniques.
p 687. In keeping with this healthy trend, each successive
The rest of the paper is structured as follows. After a brief
conceptualization and re-conceptualization has built upon prior
overview of hermeneutics and its concepts, we map the training
models and in doing so enhanced them. New theoretical
concepts to the hermeneutic concepts. Next, we situate our
perspectives have been added. For example, Gupta and Bostrom
[2] brought in adaptive structuration theory to the training area arguments in the training literature by using a well known
knowledge-level framework developed by Olfman et al. [8]
(Figure 3). In the following section, we illustrate how
Permission to make digital or hard copies of all or part of this work for
hermeneutics can shape the training process by analyzing a
personal or classroom use is granted without fee provided that copies are specific training program in a software vendor company. The
not made or distributed for profit or commercial advantage and that target system of the training was “eCollaboration” a set of tools
copies bear this notice and the full citation on the first page. To copy meant to support collaborative activities. We conclude the paper
otherwise, or republish, to post on servers or to redistribute to lists, by discussing implications for practice and research.
requires prior specific permission and/or a fee.
SIGMIS-CPR’10, May 20–22, 2010, Vancouver, BC, Canada.
Copyright 2010 ACM 978-1-4503-0004-9/10/05...$10.00.
2. HOW DOES HERMENEUTICS Pre-understanding is the general and provisional understanding a
person has of a phenomenon before the person concerned has
CONTRIBUTE? studied the phenomenon. In interpreting text, ”a person who is
The potential of hermeneutics has been argued, both for IS trying to understand a text is always projecting. He projects a
research [6] and for IS design and use [7]. Although there are meaning for the text as a whole as soon as some initial meaning
different approaches to hermeneutics [9], we follow Gadamer’s emerges in the text. Again, the initial meaning emerges only
[5] philosophical hermeneutics. The reason is that hermeneutics because he is reading the text with particular expectations in
as a philosophy is about understanding, interpretation and how to regard to a certain meaning. Working out this fore-projection,
achieve knowledge. Originally developed to understand text, which is constantly revised in terms of what emerges as he
specifically religious text, it is now a recognized and accepted penetrates into the meaning, is understanding what is there …
approach to achieve and explain understanding. interpretation begins with fore-conceptions that are replaced by
more suitable ones.” [5], p 267. So Gadamer asserts that we
always have a pre-understanding that is a necessary part of our
2.1 Hermeneutics and understanding evolving understanding.
Following philosophical hermeneutics, the constitutive element of
all understanding is the hermeneutical circle (Figure 1). To quote Our pre-understanding is in turn based on our prejudices. They
Gadamer [5], p 291, determine how we at first sight understand a phenomenon. While
continually attempting tentative understandings, we immediately
“We recall the hermeneutical rule that we must understand the assume something, due to our prejudices. For Gadamer, pre-
whole in terms of the detail, and the detail in terms of the whole. understanding and prejudice is not negative, it is simply a pre-
This principle stems from ancient rhetoric, and modern condition for understanding at all. The pre-understanding that we
hermeneutics has transferred it to the art of understanding. It is a meet a text or situation with, is marked by our own historical
circular relationship in both cases. The anticipation of meaning in situation. The fact that we live and experience in history, equips
which the whole is envisaged becomes actual understanding when us with prejudices. “We stand in traditions, whether we know
the parts that are determined by the whole themselves also these traditions or not; that is, whether we are conscious of these
determine this whole. … The harmony of all the details with the or are so arrogant as to think we can begin without
whole is the criterion of correct understanding.” presuppositions – none of this changes the way traditions are
working on us and in our understanding.” [10].
Gadamer criticizes the idea that human reason can liberate itself
from prejudice and tradition, and that we, through self reflection,
can go beyond our historical context to know the phenomenon as
it is in itself. ”… if one goes on from this to draw the conclusion
that one can become transparent to oneself, that one can become
sovereign in one’s thinking and action, then one is mistaken. No
one knows himself or herself. We always already have a certain
character; no one is a blank sheet of paper.” [10]. The challenge is
how to distinguish “the true prejudices, by which we understand,
Figure 1. The hermeneutic circle from the false ones, by which we misunderstand.” [5], p 299.
The complete set of a person’s prejudices is called the horizon of
understanding, a concept that comes from Husserl [5], p 245. This
The hermeneutic circle points to an iterative way of
is related to what is called a hermeneutical situation. To be in a
understanding, where one moves back and forth between the
hermeneutical situation means to be inside a situation. Gadamer
whole and the parts. Understanding the whole comes from
defines the concept “situation” by saying that “it represents a
understanding the parts, and vice versa. The principle of the
standpoint that limits the possibility of vision. Hence essential to
hermeneutic circle therefore suggests that all human
the concept of situation is the concept of horizon. The horizon is
understanding is achieved by iterating between considering the
the range of vision that includes everything that can be seen from
independent meaning of parts and the whole that they form.
a particular vantage point.” [5], p 302. “… a hermeneutical
Gadamer [5] asserts that the hermeneutical circle is not only valid
situation is determined by the prejudices that we bring with us.
for understanding texts but applies to all understanding. The circle
They constitute, then, the horizon of a particular present, for they
is not finished before there is consistency, and understanding is
represent that beyond which it is impossible to see.” [5], p 306.
(inductively) substantiated by the coherence between the whole
“The horizon is seen as something into which we move and that
and its parts. Moreover, the understanding achieved can always be
moves with us. Horizons change for a person who is moving.” [5],
regarded as temporary, and is never to be considered perfect.
p 304.
Gadamer is careful not to refer to the circle as a formal
What this means is that the phenomenon we try to understand, can
methodology; rather it is a means to clarify the conditions under
resist our prejudices. And it is vital to be open in this respect
which understanding can occur. He proposes three such
when encountering the text or phenomenon. Open enough to
conditions: pre-understanding, prejudice, and horizons of
reconsider one’s own prejudices, to achieve new understanding.
understanding. As we will argue later in this paper, these
“In fact the horizon of the present is continually in the process of
conditions are especially germane to training. Below, we briefly
being formed because we are continually having to test all our
explain these concepts.
prejudices.” [5], p 306.
Table 1. Arguments for hermeneutics based on training issues
related to the learning process
Training issues Argument for hermeneutics
Users build a mental model of A mental model is the
the target system they are users’ horizon of
learning to use through (a) understanding at any stage
mapping via usage (simply using of learning. Hermeneutics
a system) (b) mapping via specify analogous processes
analogy (based on prior to the first two of these
experience with a similar system, mappings (a) encounter
and (c) mapping via training with a text and an
(based on a conceptual model of expanding horizon of
Figure 2. Horizons of understanding the target system) [11]. understanding, and (b) pre-
understanding. The third
(c) can be based on the
Encounters with a text or with a human being, imply an encounter hermeneutic circle.
between different horizons of understanding. This encounter
implies a tension between the two. “In a conversation, when we Learning of a system is described The hermeneutic conditions
have discovered the other person’s standpoint and horizon, his in terms of Assimilation Theory of pre-understanding and
ideas become intelligible without our necessarily having to agree and Theory of Subsumption both prejudices are constantly
with him” [5], p 303. “In the process of understanding, a real of which view meaningful modified as they are
fusing of horizons occurs - which means that as the historical learning as connecting new challenged by new
horizon is projected, it is simultaneously superseded.” [5], p 307. information with knowledge understandings of the
The encounter between two different horizons of understanding existing in a novice learner’s phenomenon.
can be illustrated by Figure 2. ‘X’ illustrates the dialogue with the memory [11]. This is echoed by
text, where the reader’s prejudices are tested and the reader’s Caladine [12] and Harper [4].
horizon may be extended. In an interview, ‘X’ represents the Humans strive for understanding, In hermeneutic terms this is
dialogue, where the reader’s prejudices are tested. and attempt to build integrated viewed as broadening a
meaning from their interactions horizon of understanding
Language is the medium used. “The fusion of horizons that takes
with the world [13]. Mapping via through encounters using
place in understanding is actually the achievement of language. …
usage implies that novice users language.
This understanding of the subject matter must take the form of
can acquire an initial mental
language. It is not that the understanding is subsequently put into
model of the system by simply
words; rather, the way understanding occurs - whether in the case
interacting with it and over time
of a text or a dialogue with another person who raises an issue
through more usage, this mental
with us - is the coming-into-language of the thing itself.” [5], p
model is enhanced [11].
378.
Human striving for meaning Hermeneutic circle iterates
Although hermeneutics historically is related to interpreting texts, include reformulations of between the parts and the
contemporary hermeneutics has expanded the scope of the term meaning, which shifts the whole.
text to include organizational phenomena [9], and information emphasis from discrete packages
system design and use [7]. In this paper, we apply it to training. of knowledge to interrelated
fusion of meaning within a
construct system [4].
2.2 Situating hermeneutics in the training
context Users’ beliefs, emotions and In hermeneutic terms, it is
cognitions are implicated in important to first focus on a
In the interest of conserving space, we refrain from presenting an
perceptions of IT usefulness, so whole that is meaningful
extensive review of training literature that is germane to our
it is important to provide training and thus motivates the user
paper. Instead, we situate key training issues in hermeneutic
programs that truly address the for training.
terms. Table 1 summarizes our mapping.
underlying motivations of users
[14].
According to Sternberg and In hermeneutic terms these
Wagner [15], knowledge is three processes of
acquired via three processes: (i) knowledge acquisition may
selective encoding as relevant be viewed as: (i) selective
and irrelevant information is encoding of the parts, (ii)
categorized, (ii) selective selective combination of the
combination as new information parts into a whole, and (iii)
is integrated into a selective comparison with Module 4: Recommended ways to use SharePoint and eNet for
comprehensive cognitive one’s own pre-judgments, collaboration
structure, and (iii) selective which results in a modified
Module 5: Video conferencing
comparison as the relationship horizon of understanding.
between old and new information The training programme spanned 2 weeks, with 6 to7 hours of
is considered and integrated. coursework per week. It was recommended that everyone would
This is also the process inherent take at least module 1 and those who take module 3 would also
in assimilation theory [16]. take module 2.
Learning occurs through using Understanding occurs
the system and is dependent on through encounters with the 3.2 Analysis using hermeneutic principles
the quality of interaction [17]. text or user interface using The analysis is based on the knowledge level framework
language. developed by Olfman et al. [8]. This framework is a good
candidate to demonstrate hermeneutic principles in training
because it is (a) a model of understanding of a system and (b) it is
composed of levels of knowledge structured as a hierarchy and
3. ILLUSTRATIVE CASE: TRAINING thus consisting of parts (the lower individual levels) and the
PROGRAM ON E-COLLABORATION AT whole (the higher “big picture” levels). Figure 3 presents a
REKER SOUTH slightly modified view of the knowledge levels where level 7 is
viewed as parallel and enveloping all other levels, and where the
To illustrate the applicability of hermeneutics to training, we
knowledge levels are turned upside down to give a more intuitive
analyse a case to explore whether a training effort at an
sense of lower and higher levels.
organization supported learning by facilitating iteration between
the whole and the parts.

3.1 Case description


The case organization is Reker South (RS – the name has been
disguised to preserve anonymity), a leading global provider of
engineering and construction services. The company is located in
Norway and is part of a larger enterprise. With annual revenues of
approximately USD 10 billion, RS has more than 22 000
employees and 9 000 contract staff in about 30 countries.
In the summer of 2008, RS decided to implement an initiative
termed eCollaboration. This essentially was applying a set of
tools for collaborating and supporting team work. The overall
eCollaboration training was targeted at managers, team leaders,
professional network facilitators, and experts participating in
global networks and projects. The assignment to conceptualize,
design and oversee the training program was given to an academic
from the local university who was spending a sabbatical semester
at RS. This academic in turn consulted one of his academic Figure 3. An adapted version of the knowledge levels of
colleagues (one of the authors of this paper) who had extensive Olfman et al. [8].
background in training research and practice. The resultant
training program heavily reflects many of the frameworks, Our case analysis is based on the knowledge levels in Figure 3
concepts and theoretical premises from training research that are and interpreted in hermeneutic terms. As part of the participants’
summarized in Olfman et al. [8]. A detailed description of the current horizon of understanding, there are a few pre-
training program is beyond the scope of this paper. It is sufficient understandings which are labelled pre-requisites. These include
here to simply outline the highlights of the program and describe the use of telephone and the MS Office communicator software.
in details those aspects that are relevant for our analysis. By adding a time dimension to the knowledge levels of Figure 3,
the course modules of RS’s eCollaboration training effort may be
The training was designed to improve the competence of RS’s mapped as illustrated in Figure 4. The meta-cognitive (level 7) is
employees on eCollaboration, by providing practical exercises on assumed to be part of all levels, but left out of Figure 4 due to the
typical eCollaboration user scenarios applying existing tools. time dimension.
Participants could take one or more of the following five course
modules:
Module 1: Introduction to eCollaboration practices at RS
Module 2: Smaller online meetings inside RS’s network
Module 3: Arranging and hosting meetings in- and outside RS’s
network
(b) Contributing to a larger meeting result (text board tool).
Assigning oneself into appropriate course modules and into a
group of 3-4 persons
(c) Informing others about on-line availability. Outlook calendar
and MS Communicator – marking the other group members and
using eNet contact information page
(d) Documenting meeting results to the SharePoint server
(e) Booking a Communicator meeting with the group and the
instructor for Module 2. Use of Communicator and Outlook
(f) After the module everyone who participated in the session is
supposed to know the common recommended practices and tools
to be used by them for eCollaboration at RS. More specific goals
include knowledge of how to attend a bigger meeting session,
Figure 4. An illustration of course modules mapped to the how to add contacts and how to contact a certain person in
knowledge levels of Olfman et al. [8]. Communicator.
The ellipses in Figure 4 represent individual modules (module 1-
5) and illustrate the knowledge levels covered by the module. The
arrows illustrate how each module may be viewed as an iteration
between the higher levels (representing the whole) and the lower
levels (representing the parts). As we can see, the training starts
with module 1 which focuses on the whole (higher levels),
whereas modules 2, 3 and 5 elaborate different parts at level 2 and
1. Figure 4 also illustrates that the training programme lacks a
focus on the whole (level 5) again after the last session of module
3.
To further elaborate our analysis, we drill down to details in
Module 1. This is an overview of getting to know about
eCollaboration tools at RS. This may be viewed as an iteration
between a larger whole (level 5) and a smaller whole (level 3)
with constituent parts (level 2 and 1). The whole is here a Figure 5. An illustration of a hermeneutic process where an
business conceptual (level 5) understanding of eCollaboration at individual module (No. 1) is mapped to the knowledge levels
RS. The parts are user scenarios at a business procedural level of Olfman et al. [8].
(level 3), such as participation in and contributing to a larger
virtual meeting while informing others about one’s online
Note that the movement up and down the knowledge levels in
availability. These parts at level 3 in turn also constitute a whole,
Figure 5 represents iterations between the whole and the parts in
at a business procedural level. They consist of tool procedural
hermeneutic terms. Consider point (b) as an example. The whole
(level 2) parts, such as using the Outlook calendar, marking other
is at level 3 (business procedural), contributing to a larger meeting
members in MS Communicator and using the eNet contact
result. This consists of level 2 (tool procedural) parts, such as
information page. These level 2 parts in turn constitute another
using the text board tool to assigning oneself into appropriate
whole, at a tool procedural level. The use of Communicator and
modules and groups. Assigning oneself is again a whole (level 2),
Outlook consist of a number of level 1 (command-based) menu
which consists of level 1 (command or menu based) knowledge of
selections and mouse clicks. Following the hermeneutic circle
the individual steps involved.
back to the whole again, means that after the level 1 parts are
taught, they are again viewed as parts in context of the whole tool Figure 5 also illustrates how a hermeneutic process may be
procedure (level 2). After completing each of the tool procedures, mapped to the knowledge levels. The stippled arrows illustrate
each is again viewed as part of the whole user scenario at a how over time the focus in the process moves between the levels
business procedural level (level 3). Finally each user scenario is according to a hermeneutic iteration between the whole and the
viewed as parts of the whole business conceptual (level 5) parts. By situating the training in business practice, the tool
understanding of eCollaboration at RS. conceptual knowledge level (4) is accomodated for.
Iterations between the whole and the parts involved in module 1 In summary, our analysis shows that:
may be rolled out along a timeline as illustrated in Figure 5, where
the following points are involved in the iterations: • The knowledge levels concretize different notions of what
constitutes whole and part, relative to context. The knowledge
(a) Participation (LiveMeeting, MeetMe) in a presentation by the levels therefore facilitate an analysis of a teaching process based
instructor that includes motivation for the training on hermeneutic concepts.
• This analysis illustrates how module 1 in this case has a focus on
the whole and the parts (Figure 5), whereas the five course
modules together lack a focus on the whole at the end of the Going through the hermeneutic circle can be done both within a
training (Figure 4). knowledge level and between them. For example, a syntax when
used in interacting with the system increases the depth of
• Thus a hermeneutic process view in this case could have been
understanding (depth of the horizon of understanding) of that
helpful in order to make sure that the training programme had
syntax. Then when we go back to the whole – i.e., the full
concluded with a focus on the whole (higher levels). Such a focus
knowledge level framework and see where this part fits in the
could facilitate an understanding of the whole use of
whole. This strengthens the understanding of the whole. This also
eCollaboration in this case organization.
increases the breadth of the horizon of understanding because a
• After the training the participants’ horizon of understanding is user now sees what else is possible or required while using the
expected to be changed in terms of the training objectives, to system. This will require possibly more functions and syntax to
include an understanding of what are the common recommended be learnt. Thus we go back to the parts – another command from
practices and tools to be used for eCollaboration at RS. the syntax level – and the circle continues to spiral.
A vital part of going through a hermeneutic circle is to get users to
4. DISCUSSION consciously do so and reflect on the process. One way of doing
We have argued for hermeneutics in designing and planning user so is to use hermeneutic diaries [19]. Reflection and going
training, based on its philosophy of how understanding occurs. through a hermeneutic circle also addresses the “meta-cognition”
We have combined hermeneutic concepts with knowledge levels level of learning which has remained an unexamined aspect of
in a case to illustrate some of the potential to describe a training training. The process of alternating between the whole and the
process. parts is a process that can be applied to any context of
understanding. By making the process explicit and requiring
users to reflect on the process, this meta-learning process is
4.1 Implication for practice reinforced.
Our postulation about hermeneutics can be the basis for
developing training methods. In terms of the knowledge level
framework, training outcome is getting users to understand every
4.2 Implication for research
In order to illustrate our postulation, we have re-interpreted a
level. Training methods that have used this framework aimed at
training program that was already conducted in an organization.
achieving this by either employing a business led approach (thus
Such re-interpretation is a commonly used practice in IS research.
placing business motivational level at the forefront) or by using an
Examples include Lee’s [20] re-interpretation of a previously
advance organizer or a conceptual model that specifically stressed
published study to show that e-mail can be a rich medium or Cole
this higher motivational level. What has not been done is
et al.’s [21] recasting of action research studies as design research
reinforcing this relationship between the levels during the training
studies. By their very nature, such re-interpretations are
process.
retrospective. Ours is no exception. We applied the hermeneutic
We have argued that one way of doing so is through explicitly lens to gain a fresh understanding of a training effort that was not
using the hermeneutic circle. In order to do so, the first step is to designed with hermeneutic principles. It is therefore vital to stress
conceptualize the target system in terms of “parts” and a whole. that the hermeneutic processes that we were able to unearth were
While we have used the knowledge level framework to illustrate either (a) serendipitous or (b) perhaps used unconsciously because
this, other perspectives in the training literature can also be hermeneutic is a “natural” process.
gainfully used. Examples are learning objects [18] which are
Whatever be the case, a genuine test for our postulation is to
small chunks that can be combined to develop course structures,
actually carry out an action research study by implementing a
and, the very concept of “chunking” [8].
training program using hermeneutic principles in a real
Once the concepts of part and whole are established, the next step organization. Fortunately, we have access to the same
is to facilitate the hermeneutic circle of learning by iterating organization described here – namely RS. We have been given
continuously between the parts and the whole. This can be done the opportunity to evaluate and redesign the next version of the
through specific exercises or training tasks. A scenario to do so is training program. We have eagerly accepted this opportunity.
as follows. Situated in business practice, training starts with an
Some intriguing perspectives emerge from the case. E-
overview of a whole that makes sense to the learner, such as a
Collaboration is a set of tools that is meant to support teamwork.
business process. Related to the knowledge levels of this whole is
The training modules used a collaboration approach and thus the
at level 3, business procedural. It consists of level 2 (tool
tool procedural level is embedded in a recursive manner. It will
procedural) work processes that the software supports. The work
be interesting to explore the nature of understanding in such a
processes constitute the parts of the whole business process. Each
context. This is akin to “technologically grounded” view of
work processes at level 2 may in itself be regarded a whole.
organizations [22] where the very core technology that an
Moving from this level 2 whole to the parts, training then focuses
organization produces defines and shapes an organization’s
on level 1 (command-based) knowledge needed to do the
culture.
commands that constitute the software support for the work
process. As we emphasized in the introduction section, a prime motivation
for this paper was the lack of attention paid to the learning process
The training alternates between the parts (i.e. commands at level
in the training literature. Even where process has been an integral
1) and the whole (i.e. the work process at level 2). After training
apart of training models (e.g. [2]), it has been conceptualized as a
on a number of level 2 work processes, training focuses on how
factor which as a consequence has led to a variance approach in
these work processes together form a greater whole. They are part
studying training. What is needed is at least an equal emphasis to
of a business process (level 3).
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and Conceptual Models in Training Novice Users, Human-
so, our horizon of understanding expanded. Then after the
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