Audio Conferencing Guidelines
Introduction and rationale section
Acknowledgement: As our bibliography link at the foot of this section indicates, our work here draws heavily on that of Judith George and her colleagues within the Open University (Scotland), whose long experience in the field of distance learning and, particularly, learning support provides guidelines for audio-conferencing which we saw no need to improve upon. Our field experience with her tutors and their students confirmed us in this view. The text below is a rearrangement, rather than a re-authoring, and we are very grateful to Judith and her team for their input and encouragement.
Eight Issues to Manage
1. Characteristics of the Communication Technology
So far as our own field sites were concerned, audio conferencing links most commonly involve the use of the public telephone network to enable a multi-way conversation to take place between participants who are physically remote from one another. Rather than the one-to-one connection which the telephone network most commonly affords, the additional technology of the bridge is introduced which allows one central point simultaneously to link to a number of remote points thereby permitting all of those remote points to converse together.Most people are familiar with the physical manifestation of this conferencing technique - the conventional domestic or office telephone instrument. That familiarity may make the approach generally more easily acceptable than some other technologies which are more obviously computer-mediated or novel. This should not be overstated however. Some do not find the telephone a conducive medium. Even for those who feel quite relaxed using the telephone under normal circumstances, the experience of a multi-way link may be quite daunting at first.
The possible group size which can successfully be managed through an audio conference will be limited to around 6 to 8. This is partly constrained by the difficulty of maintaining the involvement and engagement of larger groups through the medium, which will be discussed later. The group size is also limited by the technology however, as the bridge unit will only be able to sustain a certain finite number of simultaneous connections.
The technology will also compel more accurate timekeeping from the group members, and more particularly on the part of the tutor, than might be the case of a conventional meeting. While a face-to-face meeting may be allowed to run over schedule by common consent (and assuming the continued availability of the meeting place), the audio conference bridge is likely to have been booked for a finite time. At the end of that time the connections will be dropped and the bridge will be redeployed to support the next scheduled meeting.
The way in which the bridge establishes the link (the bridge initiating the call to each member of the group) means that the call charge is registered centrally rather than accruing to the participants telephone bill. Group members should be made aware of how and whether they are being charged for the cost of the communication, since the possible cost of a long telephone connection may be a source of anxiety. Whilst it could be that the student understands the charging situation, they should be advised to make things clear to their spouse or immediate family
Like the conventional tutorial meeting, the audio conference is a synchronous event. That is, all of the participants must be ready and available to join the meeting at a prearranged hour. This, along with the tight constraints on time, may serve as an added spur to preparation on the part of the students who are anxious to make the most possible use of a valuable opportunity. It also places added onus on the tutor to be prepared in advance, usually sending materials and a meeting agenda to the participants well before the time of the meeting.
The telephone-mediated audio conference is, of course, subject to the vagaries of the public telephone infrastructure. A connection may be lost midway through a meeting, so that one of the participants drops out. The tutor or convenor needs to be aware of this possibility, and students should be made aware of what to do should it happen to them. If this is a happily infrequent occurrence for most, the participants should still be alerted to be aware of where they will find the information they need quickly if the event does occur. At a lesser extreme, poor line quality can be distracting and disruptive, to the point where it will be better to allow the bridge to drop the line and reconnect the call. Participants should be aware of things that they can do to reduce quality problems, like using a fixed line telephone handset rather than a cordless handset. The sound-only nature of the audio conference means that the quality of the sound signal at each contributing point is all important, and every effort should be made to eliminate or reduce sources of noise. The limitations of this channel may imply constraints on the sorts of issues which can and cannot be handled through the medium, and also necessitate planning on the part of the tutor as to how visually dominated topic areas are to be dealt with.
Other aspects of the participants physical environment (like the height of their chair, or the presence of a convenient writing surface) will have an impact on their experience of participation in the conference.
2. Stated Purpose of the Conferencing
The convening of an audio conference is most commonly done as an alternative to a physical, or face-to-face, meeting in circumstances in which geographical distance, or some other restriction on mobility, makes it impossible, or prohibitively expensive, to bring the members of a group together. In the educational setting the term telephone tutorial is often used, to indicate that the mediated link has been organised as a substitute for the conventionally understood functions of a face-to-face tutorial, and is a common component of distance learning programmes. In this context, it should be noted that just what the functions of a tutorial meeting of the face-to-face form within a conventional campus-based educational programme may be is a matter for debate, and practices will vary widely both within and between discipline areas.A number of general aims may be identified for the audio conference in the distance learning setting. First of all, students who are working on their own and at a distance may feel some degree of isolation which makes it difficult for them to judge their progress. Bringing them together in some way, in a setting where issues are aired and understanding explored gives an opportunity for the distance learner to compare notes with his or her peers as a reassurance or spur to motivation. There may also be a feeling that a valid educational experience should provide the opportunity for discussion among peers, such that knowledge can be constructed, at least in part, by the exploration of a range of different points of view. Further, the learner may be expected to have questions which need answering which, if they can be addressed by a tutor in some group setting, will provide useful stimulus to others. Finally, there will be a concern to address the social needs of the learner. Those working on distance learning programmes will face pressures and challenges which only like-minded and comparably experienced individuals can fully understand.
3. Stated Principles of Use
As described above, an audio conference will take place within a constrained window of time, which is held to be very important by a group of learners who are likely otherwise to be isolated from the learning community to which they belong. They will therefore be motivated to derive the maximum benefit from the time. This will be dependent to a large extent on the planning of the tutor or convenor, and on the way in which the tutor manages the meeting once it is in progress. It is therefore frequently held that a previously circulated agenda or plan for the meeting is an important preparatory step. Such a plan will allow the participants to muster any materials or resources which they feel they will need during the meeting, and to carry out any necessary preparation. Along with the agenda the tutor may also need to circulate particular materials for use in a forthcoming meeting.A crucial concern in the management of an audio conference will be the feeling which the participating student have of the presence of the other members of the group and, related to this, the way in which the tutor manages the interactions during the meeting such that all participants feel involved and feel that they have had the opportunity to make their contribution. Here again the prior circulation of a participants list or roll call will be essential. It is also frequently believed that an audio conference will work rather better where the participants have had an opportunity to meet face-to-face beforehand. Some experienced audio conference tutors express this in terms of having an image in ones mind of ones colleagues in the group, or feelings that one has a relationship with them. The recognition of who is speaking at any given moment will be an important part of following an ongoing discussion. This may be achieved by the tutor bringing contributors into the discussion by name, or establishing a convention that each unsolicited input is preceded by the contributor saying their name. This may feel quite unnatural for the students, the practice having to be refreshed or augmented by the work of the tutor (Thats Jane, is it?). The tutor may also use references to earlier input (As Jim said before ...). A protocol will have to be established to clarify turn taking, and to ensure that many contributors do not all try to start speaking at once
The extent to which genuine discussion can take place in an audio conference setting with more that two or three participants can be questioned. The absence of the visual cues to turn-taking can make the flow of a truly interactive conversation difficult to sustain, with much of the responsibility for the orchestration of the discussion falling to the tutor. In its most extreme form, the tutor may offer each student in turn the opportunity to speak, then pass on to the next. As in a conventional face-to-face tutorial setting, students will expect to have the floor to be able to make their contribution but not to be put on the spot in an exposed or vulnerable way. In the absence of any visual information about what is happening, silent pauses may feel very much longer than they would in a classroom setting. The tutor will need to cultivate ways to ease the pressure on a struggling participant.
It may be desired that the synchronous audio conference forms the nexus of a wider constellation of communicative links between the students and the tutor, or indeed among the student group as a whole. If it is intended that the students should feel enabled to contact the tutor at times outside the group conference, then the tutor will need to make this explicit, and will need to establish the ground rules (for example, hours of availability) by which this can happen. Such ground rules will be necessary to protect the tutor, but should be constructed and conveyed in a way which encourages students to make contact. The balance between availability and privacy for the tutor may be difficult to strike. Even where the offer of availability is clearly made, and genuinely intended, some students may not feel inclined to take it up because they perceive that their relationship with the tutor does not enable it. Some students may accept and appreciate the opportunity, but never feel that they need to make use of it. The knowledge that they could contact the tutor in that way provides all the security and reassurance they need. If it is intended to extend this wider communication to the group as a whole, providing contact telephone numbers for group members to all the group, then it will be necessary to obtain formal permission from each group member so to do.
4. Character of the Communications
The reduced social cues available through the voice-only medium can make sustaining the flow of conversation hard, and place much more of a burden on the tutor or convenor of the meeting to maintain the dynamic. It may be therefore that the medium is less amenable to sustaining discussion, and more appropriately used for more structured activities like question and answer sessions.Further, the lack of visual feedback will prevent the speaker from realising when the interest of the rest of the group has been lost. The audio conference is thus more susceptible to disruption than would be a face-to-face meeting by a speaker hogging the floor, or pursuing a particular personal query or enthusiasm. The tutor must have strategies for moving the discussion on, or interrupting monologues. Appeal to the outside authority of the agenda that has to be covered may assist the tutor in this.
Students report some difficulty in remaining fully engaged with the ongoing business of the tutorial in the absence of visual information for the meeting. This may be related to the physical circumstances in which they find themselves when they participate. There may be a temptation to parallel processing; doing other low level tasks at the same time as attempting to listen in to the meeting. Or perhaps they allow themselves to become too relaxed and drift off. If the tutor is being very systematic about sharing the opportunity to talk around the group, students report that they can predict when they will be called upon to contribute and may let their concentration wander between. Especially in the early stages of their experience of audio conferencing, participants report a tendency to listen to the voice rather than listening to the content. That is, they are devoting their intellectual processing power to the identification of the speaker and thereby may pay less attention to what the speaker is trying to say. This is probably an inevitable overhead of the voice-only channel, and will become less of a problem as the group get to know one another.
In that the voice is the only available channel of information, more emphasis will be given to the tone and quality of the voice. It will therefore be important to make a conscious effort to communicate interest and enthusiasm through the voice.
Another sense in which the technology forces a degree of formality on the meeting is in its termination. The convenor will have to assume that the time allocated by the bridge connection will be rigidly restricted, and so will have to take thought to closing the meeting with sufficient opportunity for the social niceties of parting to be observed before the connections are summarily lost.
5. Self-Perceptions
A crucial concern which students participating in audio conferencing often raise is that of the lack of manifest feedback due to the sound-only nature of the medium. Students observe that they cannot know how their contributions are being received because they cannot see the facial expressions of the other members of the group. Just how participants respond to this will be a function of their own personalities and self confidence. For some, the absence of visual feedback is an emancipation; they are enabled to say their piece without the inhibitions they believe they would feel if they had to speak in a classroom setting. For others, the opposite effect is reported; when they cannot see the nods of agreement from the rest of the group they feel sure that their views are being regarded as foolish. Applying appropriate verbal feedback and reassurance becomes particularly important.As in any class group setting, students will wish to compare their performance with those of their colleagues, as a means of gauging how well they are coping with the work. This is a valuable function for the group meeting, serving to reassure the anxious student about their strengths, and to guide them towards areas in which their knowledge may be lacking. Awareness of colleagues whose abilities the student feels unable to match or emulate may be an intimidating experience however. Further, the tutor may be in ignorance of this anxiety because of the lack of visual feedback.
Students who have a marked dialect or accent often report anxieties about whether they will be understood clearly via the telephone link, although tutors with whom they have discussed these fears usually feel able to reassure them they are probably more conscious of the issue than other members of the group.
6. Learning and Teaching Relationships
Normal discussion is predicated on all sorts of assumptions about the knowledge and perspective which one does, or does not, share with ones interlocutors. Where the common ground is assumed to be less, more elaboration and explanation will be provided, while points which are assumed to be clear will be glossed over. Under normal conditions of feedback where the members of the group are physically present with one another and in visual contact, assumptions about the knowledge base of the other group members will be constantly under review such that the model can be adjusted to fit more accurately. In the audio conferencing setting however, the absence of visual cues of smile and gesture may make it more difficult to establish effective rapport and relationships with other members. In addition, the group may be slower to build up pictures of one anothers knowledge and interests because the normal nods and frowns of group interaction are lacking. Thus the feeling of common ground upon which academic discussion is based will be slower to evolve, or less robust.The extent to which students go on from their contact through audio conferencing to develop stronger relationships of their own outside the class meeting setting is extremely varied. Some report having no desire to cultivate such relationships, being concerned only about the academic utility of the meeting, while others will come to form additional personal relationships through telephone contact, or meetings, outside the formal contact of the audio conference. Between these extremes, some report a degree of disappointment that such relationships, which they would have valued, did not seem to emerge. Where such extended relationships do develop, they are often used as wider support for the learning and study.
7. Getting things done
The audio conference is most frequently deployed as an opportunity for discussion and consultation around the groups current study concerns, in a setting in which face-to-face meetings would be difficult or impossible. As such, the meeting will be successful if the students understanding of the topic in hand is expanded and developed, and misunderstandings are dispelled. This seems to be best done by establishing a clear plan or agenda for the conduct of the meeting, of which all participants have a copy, and working through that plan. The plan serves not only to structure the discussion during the meeting, but also to guide the preparation which participants do beforehand. Much valuable, constructive learning will take place as a result of the students motivation to prepare themselves for the meeting.Tutors who have experience of both face-to-face tutorial meetings, and meetings which appear to have very similar objectives, though conducted through the medium of an audio conference, often observe that students prepare much more thoroughly and conscientiously for the audio conference than for the face-to-face meeting. They are therefore inclined to value the audio conference for that reason alone. Just why this difference should exist is unclear. At one level, one can conclude that the students feel more in control of the face-to-face meeting, and thus believe that they can wing it with a lesser degree of preparation. In the socially less familiar and comfortable setting of the audio conference the students feel less secure and are therefore motivated to preempt the anticipated interpersonal difficulties by having prepared some ideas of things they might want to say round about the topics and issues to be addressed.
8. Continuity with Curricula
Audio conferences are frequently made available for learners on distance programmes who want them, rather than making participation a requirement on the course. Thus, students who take up on the opportunity are doing to because they believe that it will be helpful to them. The meetings will therefore be particularly valued by those who take part.The perceived relevance of an educational activity to a learner will depend on the extent to which that activity seems to contribute to the realisation of the learners goals at that time and within that context. Much of the responsibility for establishing and maintaining this relevance will reside with the tutor, and will be made manifest in the agenda for the meeting. As in any tutorial setting, whether direct or mediated, the skill of the tutor lies in challenging and motivating the students to communicate their understanding to one another in ways that will help them to clarify and personalise that understanding. The audio conference setting provides opportunities for learner to do this.
Audio conferencing case studies from the LNCS fieldwork
Case Fourteen
Telephone tutorials in distance learning programmesCase Fifteen
Product Design Engineering (ICON)
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Text of this section by Hamish Macleod
(c)Erica McAteer, Charles Crook, Andy Tolmie, Hamish Macleod, Kerry Musselbrook, David Barrowcliff, 1st May 2000
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