2.3 Methodology
2.3.2 Phase 1: Participant Observation
2.3.2.1 Access: Becoming an Open Learner
At the start of the project, Peer 2 Peer University (P2PU) gave me permission to access their learning community and introduced me to several people to kick-‐
start my understanding of open learning10. P2PU is a community-‐led non-‐profit open learning platform that is open to anyone for free. Anyone can take or teach classes on their platform, and they host an active community discussion listserv as well as open weekly video calls to discuss platform logistics. Somewhat serendipitously, P2PU needed a co-‐facilitator for Anya Kamenetz’s11 popular class “DIY U: Build a Personal Learning Plan” when I was just beginning my fieldwork. I was paired up with one of their paid employees who had run the class in the past and spent a few weeks with her planning for the upcoming classes and learning about the platform.
The class ran asynchronously on the site, meaning that participants could join and access content at any time, and was in its second iteration when I had a chance to get involved. The new format was to have users progress through a seven-‐step challenge that taught them how to define their goals, find learning resources, access mentors, and commit to tangible projects. The class was modeled on Kamenetz’s (2011) book DIY U: Edupunks, Edupreneurs, and the Coming Transformation of Higher Education and it instructed users on how to create their own learning experiences through accessible resources online and in their communities. My role
10 This partnership with P2PU was formally vetted and approved through the Boston College IRB.
11 Kamenetz, a journalist, had just released a book and an online guide about DIY learning and was considered one of the experts in open learning.
was mainly to connect people, encourage people, and recommend learning
resources as I became more proficient in the open learning space. While facilitating, I was given a gentle introduction to open learning; the next year and a half in the field was not as gentle.
Through participant observation I learned that open learning takes on a multitude of meanings and forms to people. For example, in my sample of 34
participants, over 40 different sites and platforms were named as part participants’
open learning12. While facilitating the class at P2PU, I joined platforms that I had heard about from popular media descriptions of open learning, like Coursera and Udacity. However, as the research went on, I followed people I met to where they were learning and spent time in places or with resources that open education purists might not consider part of the open learning landscape. Online, I curated my twitter presence to reflect the research project and engaged in conversations with people in the open learning world. I subscribed to every blog or newsletter I heard people talking about and tried to read a few chapters of every book mentioned by people I met, like The Power of Habit, Thinking Fast and Slow, and anything by Seth Godin and Gary Vaynerchuk. I watched the TED talks participants told me they liked and checked out their profiles on GitHub when asked. Virtually, I hung out at sites like Coursera, Udacity, EdX, P2PU, General Assembly, Skillshare, and Code Academy.
On these sites, I enrolled in classes and interacted with participants in forums while learning course content and norms of the spaces.
Through an offline Skillshare class I found Wintrepreneur, a locally-‐based
12 See Appendix 1 for a list of sites and platforms named by participants during interviews.
site that offered free and low cost in-‐person classes for people who wanted to learn about entrepreneurship and other business skills. On a few occasions, I joined
participants at events in the local startup community when they were afraid to show up alone. Interview participants led me to hybrid learning and networking events at places like Boundless and Venture Café. These sites typically hosted events that included a learning experience, like a lecture or project, in addition to a happy hour style gathering after the event. I was invited to participate in Startup Weekend and at one point, inspired by the energetic people I was meeting, hosted two creativity salons at my apartment that brought together a mixture of musicians, designers, educators, and entrepreneurs. Also, I purchased a membership for several months at a co-‐working office and participated in community events that included
presenting work and ideas after hearing participants talk about coworking. From participant observation, I became aware of the many sites, platforms, practices, and resources available to participants and how they were being utilized, as well as the informal ways that participants were gathering and connecting to each other.
One of my first major observations of open learning was that there was no end to the amount of available resources and that one could spend all day (and night) trying to organize a comprehensive learning plan. This observation led to theorizing how participants learn-‐to-‐learn (chapter 4). Like many of the people I ended up interviewing, I had the sometimes frustrating and sometimes exhilarating experience of seemingly boundary-‐less learning. Since participant observation largely contributed to recruitment for interviews, these experiences helped me to blend in by understanding some of the normative experiences participants were
having while open learning. My half-‐tired, half-‐inspired outlook built credibility for me among the people I interviewed and transformed the interviews from question and answer sessions to sometimes deeply vulnerable conversations about why someone would willingly shoulder hours of extra work to learn something that did not come from an accredited college environment.
Another major observation was the overwhelming sense of welcome in the spaces I observed, both online and offline. However, that sense of welcome did not come without expectations of how one might behave; this observation led to
theorizing how participants learn-‐to-‐belong (chapter 5). During offline experiences, I typically announced myself as a researcher from the start and was surprised when my presence did not visibly repel people. I would give a quick blurb about my research when we went around the room to introduce ourselves and would then end with something like, “come see me after class if you want to talk about what brings you here.” I tried this introduction at first as a breaching experiment
(Garfinkel, 1967), to see how the community would receive such a direct approach from an outsider. I was shocked when I had a line of people wanting to say hello after class, and even more shocked when I was invited to other events going on that week or asked to get coffee sometime and just “hang-‐out.”
I hypothesize that gaining access was easier than expected in this study for two reasons. First, as I will describe more in the next chapter, participants could be classified into two groups: those that had experienced some sort of precariousness following the financial crisis and recession (“precarious learners”) and those who had not experienced precariousness but were like open learning evangelists charged
with spreading the gospel of open learning as a challenge to traditional education and traditional work (“ideological challengers”). Both groups desired their open learning to be validated and legitimized and what better way to do so than to have a researcher, funded by a major foundation, asking you about your open learning?
Secondly, I blended in well as an open learner. I discuss this further in the next section, where I detail my subject position and how, to the best of my professional ability, I remained reflexive during this study about how it could be affecting the research process.