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Designing Metacognitive Activities

Xiaodong Lin

Designing metacognitive activities that focus Some 20 years ago, Ann Brown and John
on both cognitive and social development is a Flavell introduced the concept of metacogni-
theoretical and practical challenge. This tion to the American research literature
balanced approach to metacognition concerns (Brown, 1975; 1978; 1987; Flavell, 1976; 1979;
itself with many aspects of student 1982). Their early studies involved controlled
development, ranging from academic laboratory experiments that showed that young
competence to knowledge about the children could be helped to improve their own
self-as-learner. In this article, I examine two memory performances when researchers helped
basic approaches to supporting metacognition: them think about the tasks they faced and possi-
(a) strategy training and (b) creation of a ble strategies they might use (e.g., Brown, 1975;
supportive social environment for 1987; Flavell, 1976; 1987). Since that time the
metacognition. There are also two kinds of research literature on metacognition has flour-
content that are taught using these two ished, and it has moved from a context that is
approaches: (a) knowledge about a specific primarily laboratory based to one that also
domain and (b) knowledge about the involves the creation of social support in class-
self-as-learner. These approaches and contents room environments that foster metacognitive
have been used frequently in metacognitive reflection (e.g., Brown, 1997; Brown &
interventions over the past two decades. Each Campione, 1996; Scardamalia & Bereiter, 1996;
offers unique contributions to metacognitive Vye, Schwartz, Bransford, Barron, & Zech 1998;
development. However, programs that address White & Frederiksen, 1998).
these approaches and contents simultaneously
The purpose of this article is to propose a
are rare. Maintaining the coordination, on one
hand, between strategy training and creating framework for thinking about how metacogni-
social supports, and on the other hand, tive research might apply to design activities. In
between knowledge about the subject domain this context, I define metacognition as the ability
and knowledge about the self-as-learner, is a to understand and monitor ones own thoughts
challenge for most design efforts in and the assumptions and implications of ones
metacognition. Future design issues include: activities (Brown, Bransford, Ferrara &
(a) developing a system approach to promote Campione, 1983; Butterfield & Belmont, 1977;
coordination among these approaches and Flavell, 1979). Students are said to be metacogni-
contents; and (b) finding ways to build tive to the degree to which they are engaged in
knowledge about the self-as-learner. thinking about themselves, the nature of learn-
ing tasks, and the social contexts (Brown, 1987).
Research shows that effective learners are those
who are aware of their strengths and limitations
and find ways to remedy the latter (Bransford,
Brown & Cocking, 1999, Chapters 3, 4 and 7).
When students are engaged in metacognitive
activities (e.g., self-assessment, self-explanation,
monitoring, or revising), their learning is
enhanced. Weaker students are found to benefit
even more than stronger students from such

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24 ETR&D, Vol. 49, No. 2

activities (White & Frederiksen, 1998). However, cern the content that is taught using these
students do not spontaneously engage in approaches. These issues serve as a foundation
metacognitive thinking unless they are explicitly for the framework developed in this article for
encouraged to do so through carefully designed analyzing metacognitive research interventions.
instructional activities (Berardi-Coletta, Buyer, Over the past decades, researchers in
Dominowski & Rellinger, 1995; Bransford et al., metacognition have adopted two basic
1999; Chi, Bassok, Lewis, Reimann, & Glaser, approaches to supporting metacognitive devel-
1989; Lin & Lehman, 1999). Therefore, it is opment. They are (a) strategy training and (b) cre-
important to include metacognitive support in ating a supportive social environment (or social
the design of learning environments. supports) as ways to foster metacognitive activi-
My goal is not to contribute to the design ties. There are also two kinds of content that are
field by doing a comprehensive literature review taught using these two approaches. They are
on metacognition. In fact, at this point, a book- knowledge (a) about a specific domain (e.g., sci-
length monograph would be needed in order to ence, mathematics, reading comprehension,
do so. Rather, in this article, I highlight some of writing skills, or problem solving) and (b) about
the key approaches and contents that have been the self-as-learner (e.g., personal or self knowl-
used by researchers to support metacognition, edge developed from participating in both aca-
thereby helping designers use the research find- demic or community activities, including social
ings that have been gathered over the past two skills for becoming a contributing member of a
decades. The goal is to bring this work together community) (Bandura, 1997; Dweck, 1999;
in one location to help designers make sense of Dweck & Leggett, 1988; McCombs, in press).
and apply this corpus of research to design. As Most of the research programs focus on just one
such, it is my aim to fulfill one part of Deweys approach and content, even though all are
notion that educational research is a bridging important aspects of metacognitive develop-
science between psychology and the craft of the ment (e.g., Brown, 1987). By analyzing the
classroom instruction. unique impact each approach and content may
have on learning, we can begin to develop a sys-
tem view toward designing metacognitive activ-
ities.
A FRAMEWORK FOR ANALYZING
METACOGNITIVE INTERVENTIONS In the sections that follow, I begin by analyz-
ing examples of metacognitive interventions
that fall into each approach and content in the
Research on metacognition is moving toward an
framework. I then discuss important issues for
educational goal that emphasizes the impor-
future design and research.
tance of developing students who are balanced
in terms of cognitive and social competence
(Bransford et al., 1999). This approach to
metacognition concerns itself with many aspects ANALYSIS OF METACOGNITIVE
of student development (Lewis, 1998; Lin, 2001; INTERVENTIONS
Sato, 1997). Students academic achievement
and strategies for learning are taken seriously, A few example programs serve to illustrate the
but so is their ability to create a role for them- approaches and contents of metacognitive inter-
selves in a community, where they build friend- ventions. Early on, a majority of those studying
ships, contribute to the values of the community, metacognition used a strategy-training
and involve themselves in its academic, social, approach, instead of creating social environ-
and civic activities. Developing cognitively and ments to support metacognition. The content of
socially competent metacognitive learners raises training usually is exclusively on either domain-
a number of important issues about the design specific tasks or on knowledge about the self-as-
of learning environments (e.g., Brown, 1992). learner. However, in recent years, research has
Some issues center around approaches to emphasized creation of social environments to
designing metacognitive supports. Others con- support metacognition, as well as integration of
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DESIGNING METACOGNITIVE ACTIVITIES 25

strategy training into the context of everyday table is used to frame discussion throughout the
social activities. The content of metacognitive article. For instance, each approach (i.e., strategy
training is also shifting from an emphasis solely training and a creation of a supportive social
on domain-specific knowledge or on knowledge environment for metacognition) is discussed
about the self-as-learner to a more balanced with regard to the content that is taught: (a)
training that consists of both (e.g., for a compre- knowledge about a specific domain and (b)
hensive review of the history of this movement, knowledge about the self-as-learner.
see Brown, 1992). The framework used in this
article is derived from this balanced research
movement. Strategy Training
To give a picture of what this movement in
metacognitive research implies for instructional Most strategy training programs involve the
design, a few examples of intervention pro- introduction of a set of rules and effective strate-
grams are chosen to illustrate the instructional gies an individual can use in learning about
goals and the design characteristics used to domain-specific subjects, such as reading, sci-
achieve these goals. These programs are chosen ence, mathematics, and writing (Brown et. al.,
because they provide explicit examples of how a 1983; Flavell, 1987; Hacker, Dunlosky, &
particular instructional approach and content Graesser, 1998). These strategies may include
are taken into consideration in an actual error detecting, effort and attention allocating,
metacognitive intervention. For example, the elaborating, self-questioning, self-explanation,
intervention designed by Brown and Campione constructing visual representations, activating
(1996) provides an excellent example of why and prior knowledge, rereading difficult text sec-
how researchers decide to create a social learn- tions, and going back to revise. The main pur-
ing environment to foster metacognition. Sim- pose of most research in strategy training is to
ilar criteria apply to the selection of other explore: (a) how specific sets of metacognitive
examples. Table 1 highlights the underlying strategies contribute to monitoring conflicting
instructional goals and design characteristics for thoughts and building a coherent understand-
each approach and content that is taught. This ing of a subject domain; and (b) how different

Table 1 Instructional goals and design characteristics for two approaches to supporting
metacognition and the two contents that are usually taught.

Instructional Approaches Contents That Are Taught

Domain-specific knowledge Knowledge of self as learner


Strategy training
Underlying goals Teaching effective strategies Teaching self-oriented strategies
(e.g., self-rewarding, setting
Monitoring conflicting thoughts personal goals, etc.)
Building coherent understanding Developing a strong sense of
self-as-learner
Design characteristics Modeling Social or peer modeling
Prompting
Creating social support
Underlying goals Building supportive metaculture Developing a strong sense of
Developing deep learning principles self-as-learner
Fostering community metadiscourse Building an identity
Design characteristics Creating communities of practice Changing social context for
Creating virtual community learning a specific domain
Providing choice for roles
Creating virtual social support
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26 ETR&D, Vol. 49, No. 2

types of instructional support for metacognitive that of the model, and take action to revise inef-
strategies influence student engagement in these fective learning approaches. Students said that
metacognitive activities. Students usually stop the explicit discussions about metacognitive
at fixed intervals while learning specific subject strategies helped them become more effective in
domains to reflect and revise their work. The their learning, showing them where to focus on
interventions usually do not involve changing both the instructional materials and their own
the existing school curriculum and classroom understanding. In addition, the students
culture. Below, I describe strategy training that thought that it was crucial to experience first-
focuses on the acquisition of either domain-spe- hand the usefulness of the strategies through
cific or self-as-learner knowledge. experiencing changes in their own understand-
ing when using these strategies. Further, becom-
ing aware of the strengths and weaknesses in
Domain-specific knowledge and skills their understanding aided students to identify
which learning strategies to apply and to deter-
Early metacognitive strategy training studies
mine their effectiveness.
tended to use direct instructional approaches,
usually in a one-on-one (experimenter-child) sit- It is important to note that the successful
uation, explicitly to teach students effective instructional designs emphasize what Brown
strategies for domain-specific and problem-solv- and her colleagues (1983) call informed train-
ing tasks (e.g., Brown et al., 1983; Pressley, Etten, ing plus self-control, in which students are
Yokoi, Freebern & Meter, 1998; Pressley et al., informed of the conditions within which the
1992). In recent years, there has been an new strategies are most useful. These strategies
increased use of modeling and prompting to also enhance self-control skills such as planning,
help students learn metacognitive strategies. checking, self-monitoring and evaluating. For
example, studies by Brown and her colleagues
often teach students to monitor their reading
Modeling. Bielaczyc and her colleagues used
comprehension and evaluate the effectiveness of
modeling to provide metacognitive supports for
the strategies they use. In addition, the students
college students to learn computer program-
are also provided with a rationale for each new
ming (Bielaczyc, Pirolli & Brown, 1995). They
strategy that is taught and are informed of the
employed video technology to model effective
conditions that are most appropriate for the use
learning strategies employed by the good prob-
of the strategy. Without such conditionalized
lem solvers in the domain of LISP (list process-
knowledge, students face difficulties in using
ing) programming. The interventions were
learned strategies in new settings (Brown et al.,
carefully designed and structured so that stu-
1983). The interventions that have resulted in
dents could use effective metacognitive strate-
failures of understanding and transfer involve
gies to gain a deep understanding of the
blind training, where students are taught
instructional materials before moving to the
strategies without understanding why, when,
problem-solving stage. Students were exposed
and how they are useful (Duffy & Roehler, 1989).
to specific metacognitive strategies and received
explicit training in their use. In the video, the
good problem solvers modeled strategies, Prompting. Another way to teach metacognitive
including explaining instructions to themselves, strategies is to use online procedural prompts
determining both the form and meaning of pro- (Berardi-Coletta et al., 1995; King, 1991; 1992;
gramming code, monitoring positive states of Scardamalia & Bereiter, 1985). For example,
comprehension, clarifying confusions, and tak- Kings interventions (1992) used prompt cards
ing action to address comprehension failures. and peer groups to engage students in learning
They found that mere exposure to good strategies that would help them generate
learning models was not sufficient. The key to metacognitive questions. They provided stu-
the success in their design was to have students dents with prompt cards to explain, What is a
experience these strategies in their own learning, new example of . . .?; Why is . . . important?;
explicitly compare their own performance with or How does . . . effect . . .? They found that
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DESIGNING METACOGNITIVE ACTIVITIES 27

these prompts effectively taught students to Instead of self-assessing at a general level, I


generate critical metacognitive questions about dont understand or I am confused, the stu-
learning tasks at hand and to construct a deeper dents were able to explain specifically what they
understanding of the domain. did not understand and where the difficulty
occurred. Other programs used these process
Prompting has also been used to stimulate
prompts to help students self-assess their own
self-explanation for metacognition. These
learning against a set of criteria. For example,
prompts, rather than teaching students strate-
White and Frederiksen (1998) used such
gies, serve to guide student attention to conflict-
prompts to engage students in monitoring their
ing thoughts and build coherent understanding
misconceptions in physics learning.
of the domain tasks at hand; this may lead to
extensive inference generation (e.g., Chi et al.,
1989; Chi, Deleeuw, Chiu & LaVancher, 1994;
Lin & Lehman, 1999). In Chi et al.s 1994 study, a Knowledge about the self-as-learner
group of middle-school students were
There have been considerable discussions about
prompted to self-explain what it meant to them
the importance of knowing the self-as-learner in
after reading each line of a passage on the
promoting metacognition. Several observations
human circulatory system. The researchers
can be made about this body of research. One
found that the prompted group had a greater
observation is that most researchers who con-
gain from the pretest to the posttest. Moreover,
sider the self-as-learner in metacognitive inter-
the prompted students who generated a large
ventions acknowledge the importance of
number of self-explanations (the high explain-
looking at the self-as-learner in relation to soci-
ers) learned with greater understanding than
ety or a specific social context (e.g., Bandura,
did the low explainers. As pointed out by Chi
1986). This is because the self-concept is highly
and her colleagues, ongoing explanation
changeable and responsive to the social contexts
allows conflicts to be recognized and resolved
within which one lives and works (Markus &
at many loci, where the changes are more min-
Wurf, 1987; Stein & Markus, 1996). Researchers
ute and more easily repaired. (p. 473).
usually look at various ways that social sources
Lin and Lehmans (1999) study provides can be used to help students develop effective
another example of using prompts to elicit self- strategies, academic competence, and a sense of
explanation. In that study, a computer-simula- the self-as-learner. In particular, they address
tion program was developed to aid students in the role of social or peer modeling, community
designing biology experiments. The computer participation, and feedback on student strategy
program prompted students to stop before, dur- learning and self-as-learner knowledge build-
ing, and after designs to explain their decision- ing. For example, Bandura (1986, 1997) and
making and interpretation of the scientific other researchers view the development of
phenomenon. Sample prompts included: How knowledge about the self-as-learner as a series of
do you plan on going about the design?; Why reciprocal interactions between personal vari-
did you set up this particular experiment?; and ables (e.g., behavior, thinking, decision-making,
What would you do differently if you designed affect, confidence, emotion) and the social envi-
this experiment all over again? These process ronment (Borkowski & Muthukrishna, 1992;
prompts engaged students in self-monitoring of Patrick, 1997; Schunk, 1989; Schunk & Ertmer,
contradictory thoughts and constructing new 1999; Schunk & Zimmerman, 1997). Knowledge
understanding, without direct teaching of spe- about the self-as-learner is usually developed
cific strategies. using social modeling provided by other people.
However, not all types of prompts led to suc- Social models are an important source for
cessful transfer in complex problem solving. conveying cognitive skills and for building
Process prompts (monitoring how and why cer- knowledge about the self-as-learner. For
tain decisions were made) were effective instance, a student might observe a peer or a
because they helped students pin down specific- teacher engage in effective problem identifica-
ally where and what they did not understand. tion and conceptualization of principles for
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28 ETR&D, Vol. 49, No. 2

problem solving. By observing their social peers, ting, self-rewarding, and seeking social assist-
students may begin to think that they also can be ance to environment structuring, managing
creative and effective problem solvers. Other information, and self-evaluating. Zimmerman
researchers interested in knowledge about the and his colleagues also suggest that learners can
self-as-learner point to the cultural self as acquire and make use of these self-oriented
defined by roles or status in a community (Cole strategies by observing different models that use
& Scribner, 1974; King, 1995; Lewis, 1998; Lin, these strategies well.
2001; Meyrowitz, 1985; Neisser, 1988; Schwartz, Interestingly, those researchers who empha-
1999; West, 1994). For example, we can define size the importance of social sources in develop-
ourselves as learners by the roles we take on ing knowledge about the self-as-learner rarely
within a classroom or the types of social interac- use design approaches that involve changing the
tions and contributions we are able to make to a existing cultural contexts within which students
specific domain or cultural environment. I will learn. On the other hand, it is truly a challenging
talk more about cultural self-as-learner in the task to change culture at a society level com-
section on creating supportive social environ- pared with teaching individual students sets of
ments for metacognition. metacognitive strategies. It is important to rec-
It is important to note that those researchers ognize that there is much beyond the control of
who favor focusing strategy training on build- researchers, designers, and teachers.
ing knowledge about self-as-learner often use a
more biological metaphor, which argues for the
importance of helping students develop knowl- Creating Supportive Social
edge about self-as-learner as an innate or self Environments for Metacognition
actualized agent (McCombs & Marzano, 1990,
p. 52). This knowledge about self is determined
A main purpose of creating social environments
by the inherent natural systems of the human,
for metacognition is to build a supportive learn-
including basic needs to survive and to be moti-
ing culture for metacognitive growth (e.g.,
vated by personal goals and desires to learn and
Brown & Campione, 1996; Herrenkohl, Pal-
interact (McCombs, 1999). Such knowledge can
incsar, DeWater & Kawasaki, 1999; Lampert,
motivate students to monitor and regulate their
Rittenhouse & Crumbaugh, 1996; Scardamalia &
actions and provide a basis for the awareness of
Bereiter, 1991). Researchers who favor creating
their own learning experiences (Kihlstrom &
social environment for metacognition concern
Cantor, 1984; McCombs, 1999; McCombs &
themselves with issues such as: (a) how to create
Whisler, 1997).
a metacognitive culture where people feel com-
A key point is that it is not enough to teach fortable to acknowledge what they do not know;
individuals only domain-specific strategies and (b) how to use a systems approach to design
expect them to develop knowledge about self- metacognitive activities; (c) what it means for
as-learner. It is necessary to nurture student self- everyone to take on a helpful and intelligent role
knowledge and domain knowledge simultan- in a community; (d) what it takes to help stu-
eously. Programs emphasizing this teach by dents develop deep learning principles that can
providing sets of strategies that students and apply across different curricula and domains;
teachers can apply to improve their knowledge and (e) how to support diversity and metacogni-
of the self-as-learner and other kinds of skills. tive discourse in a community. Unlike strategy
The research of Zimmerman and his colleagues training, creating a social environment for
provides an example of how students can metacognition usually requires teachers, design-
develop knowledge of the self-as-learner ers, and researchers to work collaboratively to
through strategy training (Zimmerman, 1998; change classroom culture and social interac-
Zimmerman & Kitsants, 1999; Zimmerman & tions, in order to foster metacognitive activities
Martinez-Pons, 1986). In their training, students and reflection. For example, students engage in
are provided with 14 classes of effective self-ori- spontaneous reflection when they compare their
ented strategies, ranging from personal goal-set- work with that of others or are exposed to multi-
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DESIGNING METACOGNITIVE ACTIVITIES 29

ple perspectives in the classroom (e.g., tary, support to deepen learning and under-
Scaradmalia & Bereiter, 1991; Vye et al., 1998). standing.
Designs that rely on the creation of social envi- One way to create social support is to
ronments are also more dynamic and less pre- develop communities of metacognitive practice.
dictable than designs that use only a strategy The Fostering Communities of Learners (FCL)
training approach, because in these social envi- program by Brown and her colleagues provides
ronments, metacognitive reflection does not an excellent example (Brown & Campione,
occur at fixed intervals as in strategy training. 1996).
Metacognitive reflection and strategy training
are part of everyday activities to foster habits of
reflection, rather than only moment-to-moment Creating communities of metacognitive practice.
specific task-related activities. Brown and Campiones (1996) interventions
brought changes to the social structure in Grade
The rationale for creating social environ-
18 classrooms in the subject areas of ecology
ments for metacognition has been discussed
and biology.
extensively by many instructional theorists (e.g.,
The domain-specific learning goals are to
Barron et al., 1998; Cobb, 1994; Cobb & Yackel,
understand deep disciplinary content, develop
1996; Hacker et al., 1998; Herrenkohl et al., 1999).
scientific and metacognitive thinking skill, and
Students and teachers will have a difficult time
increase literacy. The goals for learning about
practicing metacognitive reflection if the envi-
self-as-learner include the development of self-
ronment does not value and support such activ-
knowledge about how one is performing both
ities (Brown & Campione, 1996; Lin, 2001; Lin,
academically and socially in order to become a
Schwartz & Holmes, 1999; Vye et al., 1998). In
contributing member of a community. There are
addition, students need multiple perspectives
three key components in FCL: (a) researching;
and group feedback on their performance and
(b) sharing; and (c) performing. Metacognitive
understanding. Often, understanding deepens
activities are embedded in each of the compo-
when ones thinking is compared with that of
nents and are arranged into a learning cycle. The
others (Collins, 1991; Lin, Hmelo, Kinzer &
cycle begins by researching a set of topics in a
Secules, 1999). Other researchers further con-
specific domain subject, moves into sharing the
tend that monitoring and revising become more
research, and ends by performing consequential
motivating when there is a public audience to
tasks to demonstrate learning. For example, in a
evaluate and judge students working and
second-grade class, the big scientific principle
thinking (Schwartz, Lin, Brophy & Bransford,
underlying student research is that of animal-
1999). Thus, shared metacognitive experience
habitat interdependence (Brown, 1997). Six
through supportive social discourse is regarded
research groups are formed to study (a) defense
as an important aspect of metacognitive devel-
mechanisms; (b) predators; (c) food chain; (d)
opment (Collins, 1991; Scardamalia & Bereiter,
reproductive systems; (e) animal communica-
1991).
tion; and (f) protection systems. Even though
each group is majoring in a specific area of
research, overlaps among the topics require stu-
Domain-specific knowledge and skills
dents to communicate and reflect in order to
When creating metacognitive social environ- fully understand the principles. That is, each
ments for domain-specific learning, interven- group is one piece of the puzzle, and together
tions are usually designed around challenges they contribute to the understanding of the
derived from a specific-subject domain. A whole puzzle (e.g., Jigsaw collaboration, Brown
unique design feature shared by these interven- & Campione, 1996).
tions is to create a system of purposeful Students begin by researching complex
metacognitive activities built into recurring domain-specific issues. Teachers and students
learning cycles. Like an ecosystem, these differ- make joint decisions on which metacognitive
ent activities are interdependent and feed into activities to engage in, based on the learning
each other to provide different, yet complemen- tasks at hand. For instance, reciprocal teaching
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30 ETR&D, Vol. 49, No. 2

activities (e.g., Palincsar and Brown, 1984) are students, teachers, and content experts. Graphic
called for when a research group senses trouble visual representation capabilities are also built
in understanding and explaining reading mate- into this networked multimedia learning envi-
rials. Group collaboration is encouraged when ronment to foster better communication and
students and adults take turns being the leader, reflection. For example, students create visual
so that students are exposed to mature modeling representations to communicate their theory
of self-control, comprehension, and monitoring about an endangered animal to other members
strategies and then practice these strategies of the community. They also reflect on their the-
(Brown & Campione, 1996). Students engage in ory by contrasting their hypothesis and evi-
guided writing and composing activities to clar- dence with those generated by their peers,
ify their own thinking, set priorities, and com- teachers, and content experts. By responding to
municate the findings of their research to other and evaluating peer theories, students also have
members in the community. When students con- an opportunity to reflect on what they do and do
front either issues of fundamental importance to not understand, and why (see Lin, Hmelo, et al.,
the discipline or naive scientific misconceptions, 1999 for a specific example of such social
they engage in face-to-face or on-line electronic metacognitive discourse).
consultation and reflection with peers or
As with FCL, CSILE organizes its reflective
domain experts.
activities into a learning cycle. The cycle begins
In the sharing cycle, students communicate by having students create individual representa-
their research findings with members of other tions, notes, and then community notes; moves
groups, by engaging in Jigsaw and cross-talk into revising and building on community notes;
activities. During the cross-talk, a whole class and ends by synthesizing notes in community
engages in discussions led by students or teach- discourse. The underlying goal is for these activ-
ers taking on metacognitive roles and asking ities to promote both individual and community
each other to self-assess and report their learning. A unique aspect of CSILE is that it sus-
research findings to date. Students often realize tains metacognitive discourse about a specific
that they do not understand their research when domain at a community level. Students can dis-
they are unable to answer other peoples ques- cuss their confusion, compare different perspec-
tions or to explain what they have researched. tives, and reflect on their individual and joint
The cycle ends by performing a consequen- understanding of a problem.
tial task, where a variety of forms of assessment Scientific and Mathematical Arenas for Refin-
is offered. These assessment activities include ing Thinking (SMART) program developed at
clinical interviews, transfer tests, and thought the Learning Technology Center at Vanderbilt
experiments. The consequential tasks are University offers another example where com-
intended to help students revise their own learn- munity metacognitive activities are anchored
ing; understand why they do what they do,
around a set of authentic domain-specific
rather than following a set of procedures; and
challenges (Barron, et al., 1998; Vye et al., 1998).
provide teachers opportunities for feedback
Central to a SMART learning community is a
before the next instructional unit.
technology artifact called STAR.LEGACY, a
software shell developed to help teachers orga-
Creating virtual learning communities. A n o t h e r nize complex learning situations. STAR stands
way to create social support is to develop virtual for Software Technology for Action and Reflec-
learning communities using various forms of tion, where the learning cycle begins by looking
technology. Examples include the Science On ahead, meeting challenges, and generating ideas
The Web Project (see Wallace, Kupperman, for researching a specific domain, followed by
Krajcik & Soloway, 2000) and Scardamalia and multiple perspectives from virtual experts,
Bereiters (1991) Computer Supported Inten- research and revision of ones ideas, and testing
tional Learning Environment (CSILE). CSILE ones understanding. It ends by going public
supports social aspects of metacognition with ones thinking and leaving a legacy to help
through on-line metacognitive discourse among the next group that explores a similar topic (see
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DESIGNING METACOGNITIVE ACTIVITIES 31

Figure 1 Software technology for action structures to all members in the community in a
and reflection Legacy (adapted purposeful manner. Usually, domain-specific
from Schwartz, Lin, Brophy & challenges and learning goals drive the choices
Bransford, 1999). of metacognitive activities and the sequence of
the cycles. As a system, the sequence and form
of learning activities can also be modified,
dropped, or replaced, but only if the fundamen-
tal metacognitive synergy is maintained (Brown
& Campione, 1996). It is also important that
teachers be metacognitive about both their
instruction and student thinking in order to
make pedagogically sound decisions (Bransford
et al., 1999).

Knowledge about the self-as-learner

When people choose a day-care or school for


their child, they often ask, Is this social environ-
ment designed to help my child flourish and
grow? It is apparent that researchers who favor
creating social supports acknowledge the
Figure 1). In this way, legacies for learning grow importance of looking at how an environment
over time with multiple uses (for detailed exam- can affect an individuals growth. However, as
ples of STAR.LEGACY, see Schwartz et al., mentioned earlier, creating a new culture or a
1999). new social structure at the society level, so that
an individual can develop a balanced cognitive,
STAR.LEGACY supports social aspects of
metacognitive, and social competence, is almost
metacognition by providing opportunities for
an impossible task. Many researchers find that
students to generate their own ideas, compare
the bigger the sociocultural environments get,
their ideas with multiple perspectives and
the harder they are to change or recreate (e.g.,
reflect on the differences, and share their learn-
Bransford et al., 1999; Brown, 1997; Cobb &
ing products with broader communities. Stu- Yackel, 1996; Lamon et al., 1996).
dents have multiple opportunities to reflect and
There have been a number of attempts to cre-
revise their work throughout the learning cycle.
ate social environments to help individuals
Designers of STAR.LEGACY also provide teach-
develop a strong identity and knowledge about
ers with various resources and tools to engage
the self-as-learner. Most of these efforts occur in
students in metacognitive thinking, including
a manageable setting, such as a specific subject
hands-on activities, textual resources and video
domain in a school context. As such, there is a
segments, simple simulation games, and tools
need to integrate knowledge about specific con-
that allow teachers to analyze student thinking
tent domain and about self-as-learner. One rea-
efficiently.
son for reaching the individual self through a
Rather than focusing on teaching individual specific domain is that in these settings, it is eas-
strategies, all of these interventions are targeted ier for researchers to choose specific environ-
at changing social environments to support ments which they can create (e.g., Vye et al.,
metacognitive activities, where school curricu- 1998). Another reason that has been recognized
lum and daily social interactions are reorgan- by several classroom-based research projects is
ized. Another common design feature shared by the difficulty in developing knowledge about
all these interventions is to provide a system of self-as-learner with no reference to a specific
metacognitive activities occurring in learning domain or social context (e.g., Barron et al., 1998;
cycles. These learning cycles provide activity Lin et al., 1995; Vye et al., 1998). These research-
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32 ETR&D, Vol. 49, No. 2

ers find that domain subjects provide a set of by having students and teachers engage in
learning criteria that make the development of metacognitive discourse about everyday learn-
knowledge about self-as-learner a possible task. ing activities. Students are encouraged to ques-
This also helps individual students contextual- tion who they are and what contribution they
ize their knowledge of self-as-learner with can make to the community. Understanding of
respect to a specific domain situation. oneself as a learner is more likely to occur when
So far, there have been two approaches to everybody in the community models
creating social environments to develop student metacognitive behaviors. The power of having a
knowledge of self-as-learner. One involves cre- reflective culture in support of knowing self-as-
ating choices of roles for students to take on, learner is also evident in the research conducted
such as scientist, teacher, or historian, and creat- in Japanese schools where students develop a
ing a social environment to support them in strong sense of self through the powerful reflec-
their roles. These roles are typically associated tion that goes on in their daily life activities
with a specific domain, or a specific kind of (Lewis, 1998). Hatano and Inagaki (1998) also
metacognitive thinking. It is hoped that students draw our attention to cultural influence on per-
can gain their knowledge about self-as-learner sonal effort. They posit that children who grow
up in a culture that values being competent in
by taking on a role offered by a particular cul-
mathematics tend to seek mastery in these cul-
tural practice (Lin, 2001; Schwartz & Lin, 2001).
turally imposed skills.
An example of this was recently developed by
White and her colleagues, who designed a tech- Currently, Lin and her colleagues are experi-
nology-rich social environment that offers stu- menting with another approach to helping stu-
dents a wide range of roles associated with dents develop knowledge of self-as-learner (Lin,
physics learning (White, Shimoda & Schwartz, et al., 1999). Their approach is to have
Frederiksen, 1999). In their environment, stu- students develop a sense of self-as-learner by
dents are given a broad range of choices to take teaching others in a virtual learning environ-
on certain roles and to work with different advi- ment (e.g., technology-based social simulations).
sors. For example, if students take on the role of These virtual kids are equipped with many
being an investigator or a hypothesizer, they different kinds of personalities. The students
work with the advisors in these areas and con- job in the classrooms is to teach the virtual kids
tribute to the scientific inquiry in the commu- how to develop appropriate goals for learning
nity. A student can also be a self-assessor who and personality, including self-beliefs, attitudes,
takes on the role of monitoring and revising the and knowledge, for a wide range of learning. In
work for a group. Students develop a sense of addition, students are also asked to create differ-
self-as-learner in association with a specific ent social environments that support the person-
domain by making choices about whom they alities. It is hoped that by teaching others and
want to become and what contribution they creating a supportive virtual environment, stu-
want to make to a community. The importance dents will, in turn, develop a stronger
of providing students with control of their own metacognitive knowledge of self-as-learner and
role for developing self-knowledge is recog- may eventually create social supports for them-
nized by many researchers (Brophy, 1999; Deci selves to flourish and grow. This kind of learn-
& Ryan, 1991; Husman & Lens, 1999; Perry & ing may also help students identify factors they
Weinstein, 1998; Schunk & Zimmerman, 1997). need to consider in designing a supportive social
environment. There are some exciting research
Another approach is more in line with
opportunities in this area.
Banduras (1997) social cognitive theory of mod-
eling. That is, if students are provided with an
environment where metacognitive mindfulness SUMMARY
is valued and encouraged, then it is likely that
students will eventually adopt the habit of being I have discussed two basic approaches to sup-
reflective. CSILE is a good example. CSILE porting metacognition: (a) strategy training and
designers create a culture of intentional learning (b) creation of a supportive social environment
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DESIGNING METACOGNITIVE ACTIVITIES 33

for metacognition. The underlying instructional implications for the future design of metacogni-
goals and design characteristics for each tive activities.
approach are analyzed with regard to two kinds
of content that are taught: (a) knowledge about a
specific domain and (b) knowledge about the ISSUES AND IMPLICATIONS FOR DESIGN
self-as-learner. These two approaches and kinds
of content are not mutually exclusive because One set of issues for design focuses on factors to
each offers a unique contribution to metacogni- consider in developing coordination among the
tive development, and together they provide a different kinds of learning goals underlying
balanced system to support metacognition. these approaches and kinds of content. A second
There is a strong agreement among research- set of issues involves a focus on helping students
ers that strategy training should be conducted in build and maintain a strong identity through
a supportive social environment. As discussed knowledge of the self-as-learner in relation to a
in previous sections, particular kinds of strategy specific domain and social environment. Each
training might interfere with or be best sup- will be discussed in turn.
ported by certain kinds of social environment
and vice versa. Implementing a particular strat-
egy training tends to create a specific kind of Importance of Coordination
social structure, and creating a particular kind of
social structure may require a specific kind of Clearly, there is a need to build coordination
strategy training. Similarly, it is also important between strategy training and creation of a sup-
to consider both academic and social aspects of portive social environment for developing
the self-as-learner when designing metacogni- knowledge about both domain subject and the
tive activities. Knowledge of the self-as-learner self-as-learner. Students may learn valuable
plays a pivotal role in the success of learning a strategies, but these cannot be applied unless
subject domain (Dweck, 1999; Stein & Markus, they are supported by broad learning goals and
1996). On the other hand, participating in learn- cultural norms in a community. Similarly, stu-
ing about a subject also helps students contextu- dents may learn the skills to excel in academic
alize their sense of identity and knowledge of performance, but have little sense of who they
the self-as-learner. As such, there is a dynamic are and what it means to be a contributing mem-
and interdependent relationship among strategy ber of a community. Without coordination
training, creation of a supportive social environ- among these different relationships, it is difficult
ment, and the kinds of content that are taught. to achieve the goal of educating cognitively and
However, achieving coordination and stability socially competent learners.
with regard to these interdependent relation- Schools often use checklists in designing
ships over time is a challenge for most of the metacognitive activities, such as reciprocal
design efforts (e.g., Brown, 1997). Instructional teaching or the Jigsaw method, prompting stu-
technologists need to take this interdependent dents to explain themselves and to use formative
relationship into design consideration and make assessment (Brown & Campione, 1996). Often, it
the approaches mutually supportive to one is hard for these activities to be coordinated with
another for developing learners who are knowl- one another and with overall learning goals. For
edgeable about both domain subjects and the instance, students might be encouraged to work
self-as-learner. collaboratively, such as by taking on different
Designing effective metacognitive activities social or cultural roles, yet be graded on a curve
requires a systems approach. There are many or a narrow performance standard (Bransford et
aspects of the design, implementation, and al., 1999).
assessment of metacognitive learning that need One way people have tried to develop such
to be further articulated and explored jointly by coordination is to make sets of learning goals
members from different research communities. explicit to all members of a community. These
In the next section, I will discuss issues and goals should give balanced consideration to
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34 ETR&D, Vol. 49, No. 2

both academic and the self-as-learner knowl- High-level design principles


edge building, as well as to the social environ-
ments where particular sets of metacognitive
Principle 1: Provide frequent opportunities for stu-
strategies and skills are more likely to develop.
dents to self-assess what they know and do not know.
For instance, Brown and Campiones (1996) FCL
Engage students in metacognitive activities that
has embedded specific training of metacognitive
will help them to assess themselves and to
strategies in different kinds of social participa-
explain specifically both what they know and
tion structures to form a system of interdepen-
what they do not know. By identifying what
dent, purposeful learning activities. All of these
they do not know, students can focus their atten-
activities are congruent with the ultimate learn-
tion and resources toward resolving such diffi-
ing goals. The program does not implement
culties (Bielaczyc et al., 1995; King, 1992; Lin &
metacognition in isolation. Each of the activities
Lehman, 1999). In addition, by knowing what
has a clear function within the instructional sys- they already know, students become aware of
tem. The activities can be replaced and the potential knowledge and skills that they can
sequenced differently according to learning bring to bear, which provides them with more
goals as long as the metacognitive spirit does not confidence in learning (Lambert & McCombs,
get lost. This spirit includes an atmosphere of 1998; Zimmerman, 1998). This has become a
being honest about what one does not know and guiding principle for most strategy-training pro-
of consciously searching for the rationale behind grams, particularly for domain-knowledge
metacognitive activities. In addition, this acquisition. For example, the 1995 study of
metacognitive spirit should also include the fos- Bielaczyc et al. used good student models to
tering of communal discourse, progressively teach effective self-control strategies to help peo-
deepening ones content knowledge and reflec- ple monitor what they know and what they do
tion, and providing frequent opportunities for not know. Other researchers used prompts to
students to make their thinking visible. elicit self-explanations as ways to assess the
Another approach one might consider is to understanding of a specific domain.
identify a set of higher-level design principles
that help teachers and designers create a balance Principle 2: Help students articulate their own think-
in a design space among the two approaches to ing. Developing knowledge about the self-as-
supporting metacognition and the content that learner through metacognitive activities
is taught. These principles are not recipes or pro- involves helping students acquire an ability for
cedures to follow. Rather, they serve as guide- articulating their thoughts and emotions.
lines for coordinating and balancing these Metacognitive strategy-training programs that
dynamic relationships. For example, in an consider the self-as-learner emphasize the
attempt to build a balance between these two importance of providing students with supports
approaches and their content, we can develop a for explaining and justifying their thinking (e.g.,
set of interdependent design principles. These Zimmerman, 1998; Zimmerman & Kitsantas,
principles feed into each other in a system way. 1999). Kings (1992) study used guided ques-
They include: tions to help students express where they were
in the thinking and learning process (e.g., King,
Provide frequent opportunities for students 1992). Chi et al. (1994) used prompts to help stu-
to self-assess what they know and do not
dents self-explain their understanding of the sci-
know;
ence text. Bandura (1997) and Zimmerman
employed social modeling to foster student abil-
Help students articulate their own thinking; ity to articulate personal goals for learning.
Foster a shared understanding of the goals These studies suggest that students do not spon-
for metacognitive activities; taneously explain their thinking during the pro-
cess of learning unless they are encouraged to do
Develop knowledge of the self-as-learner so. Explaining where they are in the learning
with respect to ones role in a specific culture. process is important in making thinking explicit
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DESIGNING METACOGNITIVE ACTIVITIES 35

to other people, such as teachers, who are trying ing students identify their strengths and the lim-
to assess student progress and provide appro- its of their ability to learn. When students can
priate guidance (Brown, 1997). make these identifications, they are able to
uncover some key beliefs and assumptions that
may be getting in the way of their learning. They
Principle 3: Foster a shared understanding of the
start to realize how their attitudes and beliefs
goals for metacognitive activities. R e s e a r c h e r s
about both themselves and their learning situa-
suggest that students who are aware of the value
tions affect their learning and problem-solving
and usefulness of metacognitive activities in
performance. This suggests that understanding
problem solving are usually more willing to
oneself as a learner may increase confidence and
engage in these activities in future learning
motivation for learning, which in turn affects the
(Brown & Campione, 1996; Coleman, Brown, &
kinds of learning goals and feedback that one is
Rivkin, 1997; King, 1992; Zimmerman, 1998).
seeking (e.g., Zimmerman, 1998; Zimmerman &
That is, informed training is much more pow-
erful than blind training (Brown et al., 1983). Martinez-Pons, 1986). For example, White and
Most programs that consider creating social her colleagues achieved this principle by creat-
supports for domain learning value the impor- ing choices of roles for students to take on
tance of helping all the members of a community (White et al., 1999). FCL created a metacognitive
to know why specific metacognitive activities community to achieve this principle (Brown &
are needed and when they should be used. For Campione, 1996). Lin and her colleagues imple-
example, in Brown and Campiones FCL pro- mented this principle by having students teach
gram, students and teachers are fully aware of virtual kids who were equipped with different
where they are in the learning cycle, and the rea- kinds of personalities (Lin, Schwartz, et al.,
sons for engaging in different metacognitive 1999).
activities. All of the programs that consider cre- In summary, most strategy-training interven-
ating social environments have explicit pur- tions provide students with frequent opportuni-
poses and functions for implementing each ties to assess what they know or do not know
metacognitive activity. They also make the with respect to a specific domain (Principle 1).
inquiry cycles explicit, so that a shared under- Strategy training that considers the self-as-
standing of the purpose of metacognitive activi- learner in metacognition emphasizes a need to
ties can be achieved (e.g., Brown & Campione, help students acquire an ability to articulate
1996; Schwartz et al., 1999). their own thoughts (Principle 2). Interventions
that create supportive social environments for
Principle 4: Develop knowledge of the self-as-learner domain-specific learning stress the importance
with respect to ones role in a specific culture. of achieving a shared understanding among
Programs that consider the self-as-learner in cre- community members for why metacongitive
ating social supports often explicitly focus on activity is useful (Principle 3). Interventions that
helping students learn about themselves with attempt to reach the self-as-learner by creating
respect to the specific roles they choose to take social supports argue for the importance of help-
on in a given culture. Researchers suggest that it ing students know who they are with respect to
is important for students to reflect on academic the role they take on in a specific task and social
content, as well as on the learner characteristics context (Principle 4). Together, these principles
and personality dimensions that interact with may provide general guidance for design deci-
content learning (e.g., Lin, Schwartz, et al., 1999). sions at a systems level. Whether these princi-
For example, if we know that certain personal ples are valid for all designs and social settings is
habits (e.g., not listening to others, not asking an important question for future research. We
questions, etc.) may interfere with a specific role have only a beginning understanding of how to
we take on, we are more likely to work on these provide balanced metacognitive supports both
personal weaknesses. Most of the research pro- at a classroom and personal level. Future
grams that attempt to create supportive social designs should further explore the level and the
environments recognize the importance of help- kind of guidance that are needed by different
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36 ETR&D, Vol. 49, No. 2

types of students and learning contexts. In addi- the whole class was concerned with whether it
tion, the kinds of support that teachers need in could still maintain its cooperative and caring
mediating student metacognitive activities spirit when the classroom social dynamics had
should also be explored. changed so that not everybody took on the same
role and worked at the same things as before.
Creating supportive social environments
Importance of Building Knowledge seems to have a greater effect on peoples knowl-
About the Self-as-Learner edge about self-as-learner than does mere strat-
egy training. As learner roles shift, changes in
students personal knowledge about the self-as-
Our knowledge of self-as-learner is often
learner seem inevitable. Changing social envi-
derived from roles we take on in a culture or a
ronments bring great opportunities for
social practice (Lave & Wenger, 1991; Lin, 2001;
metacognition, as well as challenges in design
Schwartz & Lin, 2001). How we define ourselves
and implementation. There is research showing
is usually influenced, to a certain degree, by
that people tend to engage in more self-reflec-
whom we are with and in which cultural context
tion when their knowledge of the self-as-learner
we situate ourselves. For example, when we are
in routine practice is disturbed (Lin, 2001). Peo-
put into the role of being a teacher, we have dif-
ple have a desire to regain a coherent knowledge
ferent perceptions about ourselves than we do in
about the self-as-learner, and to make recogniz-
the student role. The key point is that our knowl-
able contributions to a new environment (Lin,
edge about the self-as-learner is often situational
2001; Neisser, 1988). We have only a beginning
or cultural-bound (Boekaerts, 1998; Ferrari &
understanding of how instruction can be
Mahalingam, 1998). Therefore, it is difficult to
designed to support teachers and students in
imagine that changes of social structure in a
adapting to these changes, at both an individual
classroom or a school will not affect our knowl-
and a classroom level.
edge about the self-as-learner and how others
perceive us as learners. Special attention should be given to how to
It is apparent that interventions, which support teacher and student role shifting and
involve creating new social environments for the subsequent psychological consequences
metacognition, have brought changes to the when creating new social environments. Inter-
roles learners play in their environments. For ventions may fail to develop a strong sense of
example, in the CSILE learning environment, the self-as-learner in the absence of appropriate
certain students have made more contributions support. It would be interesting to design vari-
to community discourse than they make in nor- ous kinds of instructional systems either at a
mal classroom discourse. In FCL, students take domain-specific or personal level for role shift-
on the role of teacher during reciprocal teaching. ing, and study their impact on students knowl-
In these interventions, the knowledge about the edge of the self-as-learner. It would be equally
self-as-learner not only changes at an individual important to explore how different classroom
level, but also at a classroom or community cultural parameters (e.g., learning goals, feed-
level. Lin (2001) conducted a case study on how back, reward systems, social activity structures,
a Hong Kong teacher responded to an Ameri- choices, etc.) might support or hinder the devel-
can-made technology artifact. The use of the opment of domain knowledge and knowledge
artifact created a new social structure in the about the self-as-learner.
classroom. In a major shift of roles and power A related issue is the role of technologies in
relations between the teacher and her students, support of development of knowledge about
the teacher became less of an authority figure self-as-learner. A majority of these metacogni-
who controlled the classroom flow. As a result, tive interventions make use of new technologies,
teacher and students all struggled to recon- such as video, multimedia materials, and Inter-
ceptualize who they were as learners and net interactions. As new computer technologies
teacher, and whether they were perceived as become more available in schools and become
competent members by the class. Meanwhile, part of new social learning environments,
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DESIGNING METACOGNITIVE ACTIVITIES 37

research questions surrounding effective ways implies that engaging in such activities should
to support the new social roles taken on by both be an integrated, natural part of the learning
teachers and students will continue to arise. process rather than an add-on procedure. Habits
One area for investigation can be on the of mind should have strong links to domain-spe-
design and use of new technologies for captur- cific knowledge, personal and cultural values,
ing, on-line or on video, a students own learn- the language, and the tools of the learning envi-
ing approaches. As suggested by Lin and her ronment, in order to be more accessible and long
colleagues (Lin, Hmelo, et al., 1999), different lasting. This approach to metacognition can be
technologies, such as video, computers, or net- better supported by coordinating between strat-
work programs, can provide powerful scaffolds egy training and creating sociocultural support
for reflection by displaying, prompting, and for domain-specific and personal growth in
modeling ones own or others learning pro- everyday classroom activities.
cesses, as well as providing a forum for reflec- Such a balanced approach to metacognition
tive social discourse. Such recordings and is both possible and beneficial, based on insights
externalization of the learning process objectify from the exemplary programs created in Ameri-
ones growth path, making ones thinking more can cultural settings as well as from cross-cul-
available for self-reflection or reflection with tural studies (e.g., Hatano & Inagaki, 1998; Lin &
others (Collins & Brown, 1988; Lin, Hmelo, et al., Hatano, in press; Sato & McLaughlin, 1992). For
1999). example, both Chinese and Japanese schools
emphasize metacognitive reflection as authen-
In all of the issues discussed earlier, teachers
tic daily habits engaged in by learners through-
are the key players in fostering student engage-
out the course of their schooling. Viewed as
ment in different roles. They contribute signifi-
habits of mind, metacognitive activities are
cantly by creating and mediating various design
always embedded in the daily process of teach-
features that afford students opportunities to
ing, learning, and other community activities,
develop knowledge about the self-as-learner, to
such as parent meetings, morning refreshments
identify learning goals, and to pursue their per-
at school, and music (Lewis, 1998; Lin, 2001;
sonal interests in meaningful ways. How best to
Sato, 1997). They are not treated as separate or
help teachers in support of student knowledge
isolated activities. An emphasis on a balanced
about the self-as-learner remains a challenge.
system design centered around metacognitive
activities is of importance in developing cogni-
tively and socially competent learners.
CONCLUSION

In this article I have examined ways to design Xiaodong Lin is with the Department of Teaching
and Learning at Peabody College, Vanderbilt
effective metacognitive activities. The discus- University, Nashville, TN.
sions are organized around two approaches to The preparation of this article was made possible
supporting metacognition: (a) strategy training by the National Academy of Education/Spencer
and (b) the creation of a supportive social envi- postdoctoral fellowship, and Small Spencer grant.
ronment for metacognition. The underlying The opinions expressed in the article do not
necessarily reflect those of the granting agency. The
instructional goals and design characteristics for author is indebted to her colleagues, John Bransford
each approach are analyzed with regard to two and Dan Schwartz, for in-depth discussions about
kinds of content that are taught: (a) knowledge metacognitive research literature, and is grateful for
about a specific domain and (b) knowledge the great insights offered by Allan Collins and
about the self-as-learner. In the final section, Barbara McCombs. Thanks also to three anonymous
reviewers for their thoughtful comments on an
issues for future designs are discussed. earlier version of this article.
It is important to view metacognitive activi-
ties not simply as domain skills, nor as ways to
build knowledge about the self-as-learner, but
rather as habits of mind for developing a balanced
cognitively and socially competent learner. This
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38 ETR&D, Vol. 49, No. 2

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