Cultural Historical Activity Theory for Studying Practice-Based Learning and Change in Medical Education
Open accessAbstract
Cultural historical activity theory (CHAT) is a social theory which is useful as a methodological framework for the vital task of studying practice-based learning in complex learning environments. CHAT is an apparatus considering learning as occurring through practice, through collective activity, and mediated by culturally specific instruments. Because CHAT is increasingly drawn upon in medical education academia, it is necessary for medical educationalists to be familiar with this theory. This methodology article explains how CHAT theorizes learning in dynamic workplaces within an activity system comprising multiple practitioners engaged in activity, which is collaborative, multi-voiced, and bounded by a shared intended object. It provides an accessible overview of the central concepts within CHAT and a description of a methodological strategy (activity system analysis) to incorporate CHAT into one's own work. CHAT also theorizes where tensions lie within and between activity systems, causing difficulties in achieving the intended object, defining such tensions as contradictions. It is through the overcoming of past contradictions that activity has come to exist in its current form, abiding by social norms of the present time, and CHAT allows consideration of how practice within a system may be changed through resolution of contradictions. For example, the Change Laboratory is a contrived intervention where practitioners consciously contribute to developing and embedding new, improved ways of practicing using CHAT principles. This allows practitioners to have agency in improving their own areas of learning and practice. Throughout this article, examples are provided of how CHAT has been usefully applied to various aspects of medical education research, including undergraduate education, postgraduate education, and continuous professional development. By building on the introduction to CHAT provided in this article, the reader can start to use CHAT methodologically to describe complexity, identify practice-based contradictions, and develop improved forms of practice-based learning, in his/her own context.
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Written from the paper’s full text.
TL;DR
This methodology article provides an accessible introduction to cultural historical activity theory (CHAT) as a framework for studying practice-based learning and change in complex medical education workplaces. It explains central CHAT concepts, describes activity systems analysis as a practical method, and illustrates how CHAT has been applied across undergraduate, postgraduate, and continuing professional development contexts.
Key findings
- CHAT conceptualizes learning and practice as inseparable, occurring through collective, object-oriented activity mediated by culturally specific instruments; the activity system is the basic unit of analysis, comprising a subject aiming to bring about an object.
- Contradictions (classified as primary, secondary, tertiary, and quaternary) are tensions within and between activity systems that block achievement of the intended object and are the main driver of development; overcoming them constitutes expansive learning.
- Engeström's expansive cycles are described as having seven typical steps: questioning, analyzing, modelling, examining the model, implementing the model, reflecting/evaluating, and consolidating outcomes.
- The Change Laboratory is presented as a formative intervention; cited examples include a Danish pediatric department using six reflective meetings with doctors, and UK Change Laboratories with three hospital teams for student assistantships and in obstetrics and gynaecology training.
Methods
- Design: a methodology/conceptual article, not an empirical study; it aims to explain CHAT and its use as a theoretical framework in medical education research.
- Content: describes CHAT's place among socio-cultural and socio-material theories, defines key terms (Table 1), and presents activity systems analysis (ASA), including the Eight-Step-Model (Table 2) for mapping data to activity system components.
- Illustrations: draws on published medical education studies (eg, Cleland et al's surgical boot camp ethnography, Lingard et al's transplant department study, Archer et al's three-year GMC-commissioned revalidation investigation, de Feijter et al, Klitgaard et al) and the author's own doctoral research on newly qualified doctors caring for patients approaching the end of life.
Limitations
- Stated: CHAT is complex and gaining proficiency may be off-putting; researching practice-based learning requires workplace data with ethical and practical challenges, including power imbalances between participants and researcher (especially with students and doctors in hierarchies), balancing researcher immersion against patient confidentiality and disruption to care, and logistical/organizational confidentiality issues in accessing historical documents; the work is time consuming and requires careful governance and ethical approvals.
- Stated: CHAT has faced criticism for privileging the social over the individual, and critics state it only considers learning as part of group practice; the author suggests incorporating another cognitive-based framework to explore individual learning and reflexivity.
- Evident from the text: the article is explicitly "not intended to be exhaustive" and offers an overview rather than a systematic review; the empirical illustration (Figure 4) is from the author's own doctoral data, with further details and results stated to be published elsewhere.
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Claims the paper makes
0 of 93 cited sources checked · 0 supported · 0 flagged
- Findingown data
Applying CHAT as a framework allowed the author to identify factors involved in a newly graduated doctor's workplace practice in enacting care for patients approaching the end of life, including tangible instruments, intangible instruments, rules and division of labour.
“applying CHAT as a framework allowed me to identify factors involved in this doctor’s workplace practice in enacting this role, for example, tangible instruments (eg, documentation), intangible instruments (eg, awareness of the patient’s age), rules (eg, FY1s should know the limits of their competency), division of labour (eg, FY1 must first assess sick patients before calling for senior input).48”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [48] Qureshi SP. Explaining how medical doctors learn about and understand the approach to the end-of-life in the workplace; 2020.
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- Interpretationcitation
These studies exemplify how CHAT is a suitable theory for studying complex learning and workplace environments.
“These studies exemplify how CHAT is a suitable theory for studying complex learning and workplace environments, as it views work as constantly changing mix of actors over long periods of time, and widely distributed in space.7”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [7] 1987
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- Premisereasoning
Contradictions in activity systems provide barriers to practice and learning.
“Contradictions in activity systems provide barriers to practice and learning.”
Quote in the paperSubstantial claim - Premisecitation
Socio-cultural perspectives view workplaces as environments where there is no separation between participation in work and learning.
“Socio-cultural perspectives differ by viewing workplaces not only as environments where people can learn but indeed where there is no separation between participation in work and learning:17 practice is learned by practicing.18,19”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [17] 2008
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- Premisecitation
Understanding historical context is essential to understanding why activity occurs in its current form.
“Understanding historical context is essential to understanding why activity occurs in its current form.10”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [10] 2015
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- Premisereasoning
The educational perspective that there is no separation between participation in work and learning is implicit within much postgraduate medical education in the western world.
“This educational perspective is implicit within much postgraduate medical education in the western world.”
Quote in the paperNot a substantial claim - Interpretationreasoning
CHAT is useful for identifying tensions or areas for development in a complex learning environment.
“Furthermore, CHAT is not only useful for examining or describing current practice, but also for identifying tensions or areas for development in a complex learning environment.”
Quote in the paperNot a substantial claim - Premisenone given
CHAT considers learning and practice to be inseparable.
“CHAT considers learning and practice to be inseparable, making it an eminently suitable theory for studying the practice-based learning which occurs within medical education.”
Quote in the paperSubstantial claim - Premisecitation
Cleland et al's rapid ethnography interpreted learning in a surgical training boot camp in Scotland by incorporating CHAT.
“Studying medical learning as an activity system is exemplified by a rapid ethnography by Cleland et al30 which interpreted the learning in a surgical training boot camp in Scotland by incorporating CHAT.”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [30] Cleland, 2016, Med Educ source
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- Premisecitation
Engeström advanced the study of CHAT by incorporating not only one bounded activity system, but the interactions between neighbouring systems.
“Engeström has advanced the study of CHAT by incorporating not only one bounded activity system, but the interactions between neighbouring systems.7”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [7] 1987
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- Premisecitation
Archer et al adopted CHAT during their three-year investigation into medical revalidation commissioned by the UK General Medical Council.
“In the case of a larger-scale research project, Archer et al32 adopted CHAT during their three-year investigation into medical revalidation which was commissioned by the United Kingdom (UK) General Medical Council (GMC).”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [32] Archer J, Cameron N, Lewis M, et al. Evaluating the regulatory impact of medical revalidation [Internet]; 2018. Available from: https://www.gmc-uk.org/-/media/documents/umbrella-report-final_pdf-74454378.pdf. Accessed March 28, 2021.
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- Interpretationreasoning
CHAT is useful for studying how practice and learning may be changed in the future in dynamic systems.
“CHAT is therefore useful for studying how practice and learning may be changed in the future in dynamic systems.4,9,10”
Quote in the paperNot a substantial claim0 of 3 sources checked- cites [4] Engeström, 2021, Med Teach source
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- cites [9] 2010
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- cites [10] 2015
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- Premisecitation
Within CHAT, learning and development occur through practice.
“Within CHAT, learning and development occur through practice, and the fundamental unit of the life of an organism is not individual behaviour, but activity which is collective and requires communication and interaction between people.6”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [6] 1999
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- Premisecitation
Lingard et al adopted CHAT to describe interprofessional collaboration and interprofessional education within a Canadian transplant department.
“For example, Lingard et al1 adopted CHAT to describe interprofessional collaboration and interprofessional education within a Canadian transplant department.”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [1] Lingard, 2012, Med Educ source
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- Premisecitation
Operations, actions, and activities require cultural and historical understanding to acquire meaning.
“Operations, actions, and activities require cultural and historical understanding to acquire meaning.27”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [27] 1978
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- Interpretationreasoning
Contradictions result in an activity not leading to its desired outcome.
“In other words, contradictions result in an activity not leading to its desired outcome.”
Quote in the paperSubstantial claim - Interpretationreasoning
CHAT is a suitable theory for studying practice-based learning which occurs within medical education.
“CHAT considers learning and practice to be inseparable, making it an eminently suitable theory for studying the practice-based learning which occurs within medical education.”
Quote in the paperNot a substantial claim - Premisecitation
Another contradiction lies between newly graduated doctors' object to take on the role of the doctor and the perceived object of other hospital staff who wished for patient discharges and more free hospital beds.
“newly graduated doctors’ object to take on the role of the doctor contradicts the perceived object of other hospital staff who wished for patient discharges and more free hospital beds.”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites Klitgaard et al35
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- Premisecitation
CHAT allows consideration of how practice within a system may be developed in the future in individual and collective experience, through resolution of contradictions.
“CHAT also allows consideration of how practice within a system may be developed in the future in individual and collective experience, through resolution of contradictions.36”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [36] 1999
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- Premisereasoning
Within an activity system, the subject may know in principle what actions should be carried out, but only as the subject becomes familiar with the functioning within the system and the mediated actions they are learning do they start to understand the importance and significance of different aspects of activity (internalization).
“within the activity system, the subject may know in principle what actions should be carried out, but it is only as the subject becomes familiar with the functioning within the system and the mediated actions they are learning, they start to understand the importance and significance of different aspects of activity (internalization).”
Quote in the paperSubstantial claim - Premisecitation
CHAT has varied application, including undergraduate education, postgraduate education, and continuous professional development.
“CHAT has varied application as the examples presented here have included undergraduate education (eg, clinical assistantships for final year medical students),2 postgraduate education (eg, surgical training),30 and continuous professional development (eg, medical revalidation for trained doctors).32”
Quote in the paperSubstantial claim0 of 3 sources checked- cites [2] Reid, 2015, Adv Heal Sci Educ source
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- cites [30] Cleland, 2016, Med Educ source
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- cites [32] Archer J, Cameron N, Lewis M, et al. Evaluating the regulatory impact of medical revalidation [Internet]; 2018. Available from: https://www.gmc-uk.org/-/media/documents/umbrella-report-final_pdf-74454378.pdf. Accessed March 28, 2021.
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- Premisecitation
Expansive learning can involve formative interventions, during which contradictions are analyzed by members of the community and innovations are devised.
“Expansive learning can involve formative interventions, during which contradictions are analyzed by members of the community, and innovations are devised.7”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [7] 1987
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- Premisecitation
Learning to practice as a doctor often contradicts the priority of maintaining patient safety, especially during the transition from undergraduate to postgraduate training.
“They determined that learning to practice as a doctor often contradicts the priority of maintaining patient safety, especially during the transitional phase.”
Quote in the paperSubstantial claim0 of 1 sources checked- cites de Feijter et al34
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- Interpretationreasoning
CHAT is a useful framework for analyzing and describing complexity in practice as related to medical education.
“This article has explicated the central concepts within CHAT and has demonstrated that CHAT is a useful framework for analyzing and describing complexity in practice as related to medical education.”
Quote in the paperNot a substantial claim- Rests on an assumption: The cited studies are genuine and successful applications of CHAT in medical education, whose reported findings can be taken as given.
- Premisecitation
The Change Laboratory allows practitioners to contribute to developing and embedding improved ways of practicing.
“This includes the Change Laboratory, where practitioners can contribute to developing and embedding improved ways of practicing.7”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [7] 1987
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- Premisecitation
Effective change requires learners in practice to have agency to take initiative and recommend and plan for changes away from established ways of doing things.
“Effective change requires learners in practice to have agency to take initiative and recommend and plan for changes away from established ways of doing things.3”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [3] Larson, 2019, Acad Med source
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- Premisecitation
Systems develop through reflection on contradictions and consideration of new forms of an activity.
“It is through reflection on contradictions and considering new forms of an activity that systems develop.36”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [36] 1999
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- Premisecitation
Expansive learning leads learners and activity systems to become qualitatively different as contradictions emerge and are resolved.
“Expansive learning leads learners and activity systems to become qualitatively different36 as contradictions emerge and are resolved.8”
Quote in the paperSubstantial claim0 of 2 sources checked- cites [36] 1999
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- cites [8] 2012
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- Premisecitation
Through the Change Laboratory, practitioners are provided with agency to transform their own area of practice for the better.
“In this way, practitioners are provided with agency to transform their own area of practice for the better.4,37”
Quote in the paperSubstantial claim0 of 2 sources checked- cites [4] Engeström, 2021, Med Teach source
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- cites [37] Kerosuo, 2010, Cent Eur J Public Policy
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- Premisecitation
Moving from abstract learning to concrete learning occurs with influence from teachers and/or the wider community.
“This is moving from abstract learning to concrete learning and occurs with influence from teachers and/or the wider community.7”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [7] 1987
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- Premisecitation
The Change Laboratory has been shown to be of use in medical education contexts.
“The Change Laboratory has been shown to be of use in medical education contexts.”
Quote in the paperSubstantial claim0 of 3 sources checked- cites [38] Skipper, 2016, BMC Med Educ source
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- cites [5] Morris, 2021, Med Teach source
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- cites [2] Reid, 2015, Adv Heal Sci Educ source
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- Rests on an assumption: The cited studies are genuine and successful applications of CHAT in medical education, whose reported findings can be taken as given.
- Premisecitation
The RCOG project on improving learning cultures for obstetrics and gynaecology training was undertaken because of widespread and systemic undermining within UK Obstetrics and Gynaecology training.
“This had been due to widespread and systemic undermining within UK Obstetrics and Gynaecology training.”
Quote in the paperSubstantial claim0 of 3 sources checked- cites [5] Morris, 2021, Med Teach source
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- cites [42] Royal College of Obstetrics and Gynaecology. Obstetrics and gynaecology workforce Report 2017 [Internet]; 2017. Available from: https://www.rcog.org.uk/globalassets/documents/careers-and-training/workplace-and-workforce-issues/rcog-og-workforce-report-2017.pdf. Accessed March 28, 2021.
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- cites [43] Royal College of Obstetricians and Gynaecologists. Improving workplace cultures and behaviours [Internet]; 2020. Available from: https://www.rcog.org.uk/en/careers-training/workplace-workforce-issues/supporting-our-doctors/culture-behaviours/. Accessed February 2, 2021.
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- Premisecitation
Morris et al highlighted two cases of effective Change Laboratory use within medical education in the UK.
“Morris et al5 also highlighted two cases of effective Change Laboratory use within medical education in the UK.”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [5] Morris, 2021, Med Teach source
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- Premisecitation
One contradiction for newly graduated doctors is that they are not ultimately responsible for final decision-making (rules), which contradicts their feeling of responsibility.
“One conceptualized contradiction was the finding that newly graduated doctors are not ultimately responsible for final decision-making (rules) which contradicts their (subject) feeling of responsibility.”
Quote in the paperSubstantial claim0 of 1 sources checked- cites Klitgaard et al35
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- Interpretationcitation
Working with CHAT can empower individuals by allowing them to engage in the Change Laboratory and become agents of change in their own areas of practice.
“Despite this criticism, working with CHAT can in fact empower individuals by allowing individuals to engage in the Change Laboratory and become agents of change in their own areas of practice.4”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [4] Engeström, 2021, Med Teach source
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- Classified as probably not a substantial claim. 54
- May combine two claims. 35
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PremisereasoningCHAT emphasises that many social voices are in dialogue with one another (multi-voicedness), and each part of the activity system influences the others.
“CHAT emphasises that many social voices are in dialogue with one another (multi-voicedness), and each part of the activity system influences the others.”
Quote in the paperSubstantial claimMay combine two claims.
InterpretationreasoningOne learns to be a doctor through entering the workplace, through interactions with others, and by taking on the role of the doctor.
“It is through entering the workplace, through interactions with others, and by taking on the role of the doctor, that one learns to be a doctor.”
Quote in the paperSubstantial claimMay combine two claims.
PremisecitationIf contradictions are severe, the activity may collapse, and the subject may not be able to attain the object which is meant to be directing the activity.
“If contradictions are severe, the activity may collapse, and the subject may not be able to attain the object which is meant to be directing the activity.9”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [9] 2010
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Premisenone givenIn CHAT terms, there is no distinction between learning and doing.
“Medical educators are likely to be interested in individual human learners in the workplace environment, and, in CHAT terms, there is no distinction between learning and doing.”
Quote in the paperNot a substantial claimClassified as probably not a substantial claim.
PremisecitationThe hospital workplace is recognised as an important site of learning for medical students and doctors.
“For example, for the learners in medical education contexts (medical students and doctors) the hospital workplace is recognised as an important site of learning.10”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [10] 2015
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PremisecitationNeglecting materials may put patient safety at risk.
“This is relevant to medical practice where a variety of tools inform medical practice and design23 and neglecting materials may put patient safety at risk.24”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [24] Bleakley, 2012, Med Teach source
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Probably not a substantial claim: may not pass S2 (checkable). May combine two claims.
InterpretationreasoningCHAT allows consideration of how and why an activity system occurs in its current form, and how it may be changed in the future to overcome tensions within the system.
“Furthermore, CHAT allows consideration of how and why an activity system occurs in its current form, and how it may be changed in the future to overcome tensions within the system, as described below.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing).
PremisecitationCHAT embraces the concept of distributed learning, i.e., knowledge construction through interactions between living beings.
“As such, it embraces the concept of distributed learning ie knowledge construction through interactions between living beings.14,15”
Quote in the paperNot a substantial claim0 of 2 sources checkedMay combine two claims.
PremisecitationRules, community, and division of labour are heavily shaped by cultural expectations, which are different at different times in history.
“Rules, community, and division of labour are heavily shaped by cultural expectations, which are different at different times in history.7”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [7] 1987
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May combine two claims.
PremisereasoningCHAT does not assume the dualist (mind v. body) view assumed in acquisitive perspectives of learning, and instead views professional learning as participational, without a disparity between knowing and doing.
“It does not assume the dualist (mind v. body) view assumed in acquisitive perspectives of learning, and instead views professional learning as participational, without a disparity between “knowing” and “doing”.”
Quote in the paperSubstantial claimProbably not a substantial claim: may not pass S2 (checkable). May combine two claims.
PremisereasoningKnowledge is practical, embodied, and social: it does not only exist in the mind as a thing to be transmitted from one person to the next.
“Knowledge is practical, embodied, and social: it does not only exist in the mind as a thing to be transmitted from one person to the next.”
Quote in the paperNot a substantial claimMay combine two claims.
PremisereasoningContradictions must lead to change and so are the main cause for development in activity systems.
“Contradictions therefore must lead to change and so are the main cause for development in activity systems.”
Quote in the paperNot a substantial claimClassified as probably not a substantial claim.
PremisecitationWithin CHAT, the activity cannot be understood only by looking at its individual constituent parts.
“Within CHAT, the activity cannot be understood only by looking at its individual constituent parts.29”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [29] 2014
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Premisenone givenPeople learn through activity and through working collaboratively.
“It is through activity and through working collaboratively that people learn.”
Quote in the paperSubstantial claimClassified as probably not a substantial claim. May combine two claims.
PremisecitationCHAT considers the individual and environment together, and postulates that human consciousness is co-created through participation in activity.
“CHAT considers the individual and environment together, and postulates that human consciousness is co-created through participation in activity.9,26”
Quote in the paperSubstantial claim0 of 2 sources checked- cites [9] 2010
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- cites [26] 1978
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PremisecitationKnowledge is not a body of knowledge but an activity that is both individual and collective.
“Socio-cultural and socio-material theories align with Gheradi’s25 description of “knowing-in-practice”: knowledge is not a body of knowledge but an activity that is both individual and collective.”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [25] 2012
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Premisenone givenWithin the activity system, knowledge is co-constructed between the learner and their social world.
“Within the activity system, knowledge is co-constructed between the learner and their social world.”
Quote in the paperSubstantial claimProbably not a substantial claim: may not pass S4 (based).
Premisenone givenCHAT is a socio-cultural and socio-material theory.
“CHAT is a socio-cultural and socio-material theory.”
Quote in the paperNot a substantial claimMay combine two claims.
PremisecitationWhen tensions occur, the community is not integrated and working harmoniously, and there are multiple conflicts.
“When tensions occur, the community is not integrated and working harmoniously, and there are multiple conflicts.8”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [8] 2012
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PremisecitationIn the British system, the doctor graduates from medical school and becomes a postgraduate trainee, working and learning simultaneously.
“In the example of the British system, the doctor graduates from medical school and becomes a postgraduate trainee, working and learning simultaneously.20”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [20] British Medical Association. Medical Training Pathway [Internet]; 2020. Available from: https://www.bma.org.uk/advice-and-support/studying-medicine/becoming-a-doctor/medical-training-pathway. Accessed May 15, 2021.
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PremisecitationThe importance of making theory explicit in medical education research is recognised.
“The importance of making theory explicit in medical education research is therefore recognised.11–13”
Quote in the paperNot a substantial claim0 of 3 sources checkedClassified as probably not a substantial claim.
PremisecitationWithin CHAT, the subject of activity does not act directly on their environment, but always indirectly through action mediated by instruments, which may be tangible or intangible and have culturally specific meanings.
“Within CHAT, the subject (individuals, groups or organizations) of the activity does not act directly on their environment, but always indirectly in some way, through action which is mediated by the use of instruments, which may be tangible or intangible, and have culturally specific meanings.8,9”
Quote in the paperSubstantial claim0 of 2 sources checked- cites [8] 2012
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- cites [9] 2010
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PremisecitationMedical training and practice occur within healthcare organizations that are undergoing constant change.
“Medical training and practice occur within healthcare organizations which are undergoing constant change.1,2”
Quote in the paperSubstantial claim0 of 2 sources checkedClassified as probably not a substantial claim. May combine two claims.
PremisecitationCHAT considers the fundamental unit of life to be activity, which is collective and requires communication and interaction between practitioners.
“CHAT considers the fundamental unit of life to be activity, which is collective and requires communication and interaction between practitioners.6,7”
- Also stated in: § Learning Through Activity · plain
“Within CHAT, learning and development occur through practice, and the fundamental unit of the life of an organism is not individual behaviour, but activity which is collective and requires communication and interaction between people.6”
Quote in the paperSubstantial claim0 of 2 sources checked- cites [6] 1999
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- cites [7] 1987
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- Also stated in: § Learning Through Activity · plain
Probably not a substantial claim: may not pass S3 (load-bearing).
PremisecitationCHAT is attracting increasing interest in medical education for studying dynamic systems in change.
“Cultural historical activity theory (CHAT) is a social theory for studying social practice, and is attracting increasing interest in medical education for studying dynamic systems in change.3–5”
Quote in the paperNot a substantial claim0 of 3 sources checkedProbably not a substantial claim: may not pass S2 (checkable). May combine two claims.
PremisereasoningSocio-materiality differs from and complements socio-cultural theory: understanding the relationship between individuals and the social world is important for understanding learning, but this also includes the vital role of matter and the material in how entities relate to each other and learn.
“Socio-materiality differs from and complements socio-cultural theory: understanding the relationship between individuals and the social world is important for understanding learning, but this also includes the vital role of matter and the material in how entities relate to each other and learn.”
Quote in the paperNot a substantial claimClassified as probably not a substantial claim. May combine two claims.
PremisecitationWork is not the application of acquired knowledge, but through work knowledge is used as a resource in the production of further knowledge.
“Work is not the application of acquired knowledge, but through work knowledge is used as a resource in the production of further knowledge.25”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [25] 2012
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Premisenone givenThe theoretical stance of the researcher influences all aspects of the conduct of research and what the researcher believes is possible to achieve through research.
“The theoretical stance of the researcher will influence all aspects of the conduct of research, and, more fundamentally, what the researcher believes is possible to achieve through research.”
Quote in the paperNot a substantial claimClassified as probably not a substantial claim.
PremisecitationThe purpose of CHAT is not simply to display practice in an activity system, but to understand where conflicts and tensions lie as a basis for improved forms of activity.
“The purpose of CHAT is not simply to display practice in an activity system, but to understand where conflicts and tensions lie as a basis for improved forms of activity.7”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [7] 1987
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PremisecitationIn the future there will be further evolutions to systems through discovering new ways of doing things, coming from currently un-thought space.
“In the future, there will be further evolutions to systems through discovering new ways of doing things, coming from currently un-thought space.29”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [29] 2014
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PremisecitationDynamic research is required to progress, mediate, record and analyze cycles of expansive change.
“Engeström identified that dynamic research is required to progress, mediate, record and analyze cycles of expansive change.7”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [7] 1987
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Probably not a substantial claim: may not pass S2 (checkable), S3 (load-bearing).
PremisecitationTo adopt ASA usefully without the process becoming overwhelming, it is necessary to focus on and present only the most salient and essential aspects of activity systems.
“In order to adopt ASA usefully, and so that the process does not become overwhelming, it is necessary to focus on and present only the most salient and essential aspects of activity systems.9”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [9] 2010
Not checked in the free run.
Probably not a substantial claim: may not pass S3 (load-bearing).
PremisecitationYamagata-Lynch provides a practical and accessible description of the method for analysing data using CHAT to study complex learning environments: activity systems analysis (ASA).
“Yamagata-Lynch9 provides a practical and accessible description of the method for analysing data using CHAT to study complex learning environments: activity systems analysis (ASA).”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [9] 2010
Not checked in the free run.
Classified as probably not a substantial claim. May combine two claims.
PremisecitationASA allows the researcher to map data from their area of study to the components of the activity system and express complex practice in CHAT terms.
“ASA allows the researcher to map data from their area of study to the components of the activity system, and express complex practice in CHAT terms.”
Quote in the paperSubstantial claimProbably not a substantial claim: may not pass S2 (checkable), S4 (based). May combine two claims.
InterpretationreasoningComplex healthcare environments inevitably experience challenge, including tensions in providing quality education and meeting service demands for adequate patient care, and the need to adapt to emergent challenges.
“Such complex environments inevitably experience challenge, including tensions in providing quality education and meeting the service demands for adequate patient care, and the need to adapt to emergent challenges.”
Quote in the paperNot a substantial claimClassified as probably not a substantial claim.
Premisenone givenThrough the learning process, learners begin to question why things are done the ways they are (externalization).
“Furthermore, through this learning process, learners will also begin to question why things are done the ways they are (externalization).”
Quote in the paperSubstantial claimMay combine two claims.
PremisecitationResearchers facilitated practitioner-led change laboratories which developed new ways of working to improve the training experience and lead to safer patient care.
“Researchers facilitated practitioner-led change laboratories which developed new ways of working to improve the training experience and lead to safer patient care.5,42,43”
Quote in the paperSubstantial claim0 of 3 sources checked- cites [5] Morris, 2021, Med Teach source
Not checked in the free run.
- cites [42] Royal College of Obstetrics and Gynaecology. Obstetrics and gynaecology workforce Report 2017 [Internet]; 2017. Available from: https://www.rcog.org.uk/globalassets/documents/careers-and-training/workplace-and-workforce-issues/rcog-og-workforce-report-2017.pdf. Accessed March 28, 2021.
Not checked in the free run.
- cites [43] Royal College of Obstetricians and Gynaecologists. Improving workplace cultures and behaviours [Internet]; 2020. Available from: https://www.rcog.org.uk/en/careers-training/workplace-workforce-issues/supporting-our-doctors/culture-behaviours/. Accessed February 2, 2021.
Not checked in the free run.
Probably not a substantial claim: may not pass S2 (checkable), S4 (based). May combine two claims.
InterpretationreasoningBy incorporating CHAT, researchers can describe complexity and identify contradictions in the system which cause the activity to suffer and cause the desired object to not be achieved.
“By incorporating CHAT, researchers can describe complexity and identify contradictions in the system which cause the activity to suffer and cause the desired object to not be achieved.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing). May combine two claims.
PremisecitationTheory can be employed in research in a variety of ways and may be explicit or implicit.
“Theory – propositions which are logically aligned and are used to explain the relation(s) between different constructs44 – can be employed in research in a variety of ways and may be explicit or implicit.12”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [12] Sandelowski, 1993, Res Nurs Health source
Not checked in the free run.
Probably not a substantial claim: may not pass S2 (checkable), S3 (load-bearing), S4 (based). May combine two claims.
Interpretationnone givenPractitioner-researchers can gain insights into the inner workings of a system; components of an activity system such as mediating instruments, rules and division of labour are likely to be more apparent to and better understood by someone working in that environment than by an outsider.
“As a practitioner-research, insights can be gained into the inner workings of a system, eg, necessary components of an activity system like the mediating instruments, the rules, and the division of labour are likely to be more apparent to and well understood by someone working in that environment compared to an outsider.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S2 (checkable), S3 (load-bearing).
InterpretationcitationCHAT may be particularly helpful for practitioner-researchers, i.e. practitioners conducting research within their own field of practice.
“CHAT may be particularly helpful for practitioner-researchers5 ie, practitioners who are conducting research within their own field of practice.45”
Quote in the paperNot a substantial claim0 of 2 sources checked- cites [5] Morris, 2021, Med Teach source
Not checked in the free run.
- cites [45] 2002
Not checked in the free run.
Probably not a substantial claim: may not pass S2 (checkable), S3 (load-bearing), S4 (based).
Interpretationnone givenIt may be challenging for a researcher to begin working with CHAT.
“It may be challenging for a researcher to begin working with CHAT.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S2 (checkable), S3 (load-bearing).
PremisecitationTheory can help researchers increase understanding of phenomena under study.
“Theory can help researchers increase understanding of phenomena under study.31”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [31] Gormley, 2020, Adv Simul source
Not checked in the free run.
Classified as probably not a substantial claim.
PremisecitationExpansive learning involves changing entire activity systems or fields of activity.
“Expansive learning therefore involves changing entire activity systems or fields of activity.7”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [7] 1987
Not checked in the free run.
Probably not a substantial claim: may not pass S3 (load-bearing).
Premisenone givenActivity systems occur in their present form because of historicity: past events that have influenced them and how past contradictions have been overcome.
“Activity systems occur in their present form because of historicity: past events which have influenced them to do so, and how past contradictions have been overcome.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing).
PremisecitationNewly graduated doctors entering the hospital workplace experience four key 'struggles'.
“Using thematic analysis, these researchers identified four key ‘struggles’ which newly graduated doctors experience when entering the hospital workplace”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites Klitgaard et al35
Not checked in the free run.
Probably not a substantial claim: may not pass S2 (checkable), S3 (load-bearing), S4 (based).
Interpretationnone givenIn the busy hospital workplace with several interacting workers carrying out multiple actions, the system is complex.
“Clearly, in the busy workplace of the hospital with several interacting workers carrying out multiple actions, the system is complex.”
Quote in the paperNot a substantial claimClassified as probably not a substantial claim.
PremisecitationCHAT is a socio-cultural and socio-material theory which can be used to describe activity in a collaborative, dynamic environment with multiple voices, where the entire activity is bounded by a shared intended object.
“CHAT is a socio-cultural and socio-material theory which can be used to describe activity in a collaborative, dynamic environment with multiple voices, where the entire activity is bounded by a shared intended object.7,9,10”
Quote in the paperSubstantial claim0 of 3 sources checked- cites [7] 1987
Not checked in the free run.
- cites [9] 2010
Not checked in the free run.
- cites [10] 2015
Not checked in the free run.
Probably not a substantial claim: may not pass S3 (load-bearing).
PremisecitationYamagata-Lynch advocates for ASA to allow users to convey the essence of complex data in a model that can be communicated with others.
“Yamagata-Lynch advocates for ASA to allow users to convey the essence of complex data in a model that can be communicated with others.”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [9] 2010
Not checked in the free run.
Classified as probably not a substantial claim. May combine two claims.
InterpretationreasoningThe purpose of studying workplace practice using CHAT is to identify where the contradictions lie and how they may be overcome to lead to expansive learning.
“Ultimately, the purpose of studying workplace practice using CHAT is to identify where the contradictions lie and how they may be overcome to lead to expansive learning.”
Quote in the paperSubstantial claimMay combine two claims.
PremisecitationUsing change laboratories with three hospital teams, Reid et al facilitated professionals in identifying cultural and historical influences on current practice and developing a new structure of practice so that final year medical students could take on more active clinical roles.
“Utilizing change laboratories with three hospital teams, Reid et al2 facilitated professionals in identifying cultural and historical influences on current practice, and developing a new structure of practice so that final year medical students could take on more active clinical roles.”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [2] Reid, 2015, Adv Heal Sci Educ source
Not checked in the free run.
Classified as probably not a substantial claim.
Interpretationown dataApplying CHAT as a framework allowed the author to analyze and present the complexity of this area of practice.
“This approach allowed me to analyze and present the complexity of this area of practice.”
Quote in the paperSubstantial claimProbably not a substantial claim: may not pass S4 (based).
Premisenone givenHealthcare organizations are dynamic workplaces comprised of multiple people with different perspectives, interacting with one another and with non-human tools to carry out their work and to learn.
“Healthcare organizations are dynamic workplaces comprised of multiple people with different perspectives, interacting with one another and with non-human tools to carry out their work and to learn.”
Quote in the paperNot a substantial claimMay combine two claims.
PremisecitationIn Denmark, researchers used the Change Laboratory to develop innovative change in a pediatric department and new ways of learning and practice, conceptualizing the conflict between learning and patient care as two contradicting activity systems.
“In Denmark, researchers utilized the Change Laboratory to develop innovative change in a pediatric department and develop new ways of learning and practice. The conflict between learning and patient care were conceptualized as two activity systems contradicting each other.”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [38] Skipper, 2016, BMC Med Educ source
Not checked in the free run.
Probably not a substantial claim: may not pass S2 (checkable), S4 (based).
Interpretationnone givenCHAT is useful for considering where tensions lie in a system of practice.
“CHAT is useful for considering where tensions lie in a system of practice.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing). May combine two claims.
InterpretationreasoningGenerating change is challenging and may require multiple small cycles of innovation, during which changes are evaluated and refined.
“Generating change is challenging, and may require multiple small cycles of innovation, during which changes are evaluated and refined.”
Quote in the paperNot a substantial claimMay combine two claims.
PremisereasoningOver time, learners identify where the contradictions exist in their activity, and by reflecting on these contradictions, expansive learning (developmental changes in activity systems) may occur.
“Over time, learners identify where the contradictions exist in their activity. By reflecting on these contradictions, expansive learning may occur ie developmental changes in activity systems.”
Quote in the paperSubstantial claimProbably not a substantial claim: may not pass S2 (checkable), S3 (load-bearing).
PremisecitationConsideration of power imbalances between participants and researcher is especially important when researching medical students and doctors, who already may be operating within a hierarchical structure.
“Like all research, there must be consideration of power imbalances between the participants and researcher, and this is especially important when researching medical students and doctors, who already may be operating within a hierarchical structure.46,49”
Quote in the paperNot a substantial claim0 of 2 sources checkedProbably not a substantial claim: may not pass S2 (checkable).
InterpretationreasoningTo explore individual learning and reflexivity, it is likely to be more appropriate to incorporate another framework with a cognitive basis.
“To explore individual learning and reflexivity, it is likely to be more appropriate to incorporate another framework with a cognitive basis.”
Quote in the paperNot a substantial claimMay combine two claims.
InterpretationreasoningThese factors mean the research is time consuming and requires careful planning and dialogue with organizations to reach a satisfactory research agreement involving local governance and ethical approvals.
“These factors will mean that the research is time consuming, and will require careful planning and dialogue with organizations to reach a satisfactory research agreement involving local governance and ethical approvals.50–53”
Quote in the paperSubstantial claim0 of 4 sources checked- cites [50] Perlman, 2000, Paediatr Child Health (Oxford) source
Not checked in the free run.
- cites [51] 2020
Not checked in the free run.
- cites [52] 2020
Not checked in the free run.
- cites [53] NHS Health Research Authority. Planning and improving research. NHS Health Research Authority; 2018. Available from: https://www.hra.nhs.uk/planning-and-improving-research/. Accessed May 16, 2019.
Not checked in the free run.
May combine two claims.
PremisecitationWorkplace learning theories differ in how they incorporate the role of individual agency, and CHAT has faced the criticism of privileging the social over the individual.
“Additionally, workplace learning theories differ in how they incorporate the role of individual agency54 and CHAT has faced the criticism of privileging the social over the individual.”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [54] Sukhera, 2018, Adv Heal Sci Educ source
Not checked in the free run.
Probably not a substantial claim: may not pass S2 (checkable), S3 (load-bearing), S4 (based). May combine two claims.
Interpretationnone givenCHAT is complex and the effort required to gain proficiency with the theory may be off-putting.
“CHAT is complex and the effort required to gain proficiency with the theory may be off-putting”
Quote in the paperNot a substantial claimClassified as probably not a substantial claim. May combine two claims.
InterpretationreasoningConsidering all components of CHAT requires exploration of the cultural and historical reasons why practice occurs in its current form, which may be logistically difficult and raise organizational confidentiality issues.
“Furthermore, considering all components of CHAT will require exploration of the cultural and historical reasons why practice occurs in its current form, for example, necessitating access to historical documents for analysis. This may be logistically difficult and have issues around organizational confidentiality.”
Quote in the paperSubstantial claimProbably not a substantial claim: may not pass S2 (checkable). May combine two claims.
InterpretationreasoningGenerating appropriate data will likely involve immersion of the researcher in the medical workplace, which must be balanced against maintaining patient confidentiality and not disrupting patient care.
“Generating appropriate data will also likely involve immersion of the researcher in the medical workplace, which must be balanced against the need to maintain patient confidentiality and not be disruptive to patient care.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S2 (checkable). May combine two claims.
Interpretationnone givenResearching practice-based learning will require data generated through and in the workplace, and in the medical context there are likely to be ethical and practical challenges to achieving this.
“Researching practice-based learning inevitably will require data generated through and in the workplace, and in the medical context there are likely to be ethical and practical challenges to achieving this.”
Quote in the paperNot a substantial claimClassified as probably not a substantial claim.
PremisecitationActivity systems analysis provides a logical process by which researchers may begin to describe activity in terms of CHAT.
“In particular, the reader may wish to do this by using activity systems analysis which provides a logical process by which researchers may begin to describe activity in terms of CHAT.9”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [9] 2010
Not checked in the free run.
Classified as probably not a substantial claim. May combine two claims.
PremisecitationCHAT is a distributed learning theory and critics have stated that CHAT only considers learning as part of group practice.
“CHAT is a distributed learning theory and critics have stated that CHAT only considers learning as part of group practice.55”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [55] 2004
Not checked in the free run.
The paper relies on this without support.
The cited studies are genuine and successful applications of CHAT in medical education, whose reported findings can be taken as given.
“This article has provided examples of how CHAT has been usefully incorporated in the theoretical frameworks of medical education studies.”
Claims other papers make about this one
Each is checked against this paper’s own text: does it say what the citing paper says it does?
CHAT is concerned with qualitative transformations in human practice and views education and practice as inseparable, so it is suitable for simulation-based interprofessional training in the workplace.
“CHAT is concerned with qualitative transformations in human practice and views education and practice as inseparable so is suitable for simulation based interprofessional training in the workplace (Qureshi, 2021).”
From SimLab: an intervention to promote expansive learning and organisational change in team-based emergency care simulation (2025) · cites this paper as Qureshi, 2021
A theory-guided interventional approach to ISS moves beyond describing an intervention to provoking change in collective activities by supporting agency to enable the interprofessional team to collaboratively design future change in their local setting.
“A theory guided interventional approach to ISS moves beyond describing such an intervention to provoking change in collective activities by supporting agency to enable the interprofessional team to collaboratively design future change in their local setting (Qureshi, 2021).”
From SimLab: an intervention to promote expansive learning and organisational change in team-based emergency care simulation (2025) · cites this paper as Qureshi, 2021
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“Despite this criticism, working with CHAT can in fact empower individuals by allowing individuals to engage in the Change Laboratory and become agents of change in their own areas of practice.(4) This article has provided an overview of CHAT and its usefulness to medical education research methodology.”
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- Authors
- Qureshi, S. P.
- Affiliations
- NHS Greater Glasgow and Clyde (GB)
- Corresponding author
- Qureshi, Shaun Peter
- ORCID
- Qureshi, Shaun Peter
- Venue
- Advances in Medical Education and Practice
- Publisher
- Informa UK Limited
- Published
- 2021-08
- Volume
- Volume 12
- Pages
- 923-935
- ISSN
- 1179-7258 (ISSN-L)
- PMC
- PMC8390886
- OpenAlex
- W3195301460
- Semantic Scholar
- 139020dc4901f33462a5daa92ae8eca8cc0115ca
- Cited by
- 37
- References
- 31
- Citations by year
- 2026: 11 · 2025: 10 · 2024: 9 · 2023: 4 · 2022: 3
- FWCI
- 7.47
- Type
- journal article
- Language
- en
- Open access
- gold
- doi.org
- Licence
- Locations
- Advances in Medical Education and Practice (publishedVersion, cc-by-nc)
- PubMed Central (publishedVersion, cc-by-nc)
- PubMed (publishedVersion)
- Dove Medical Press (Taylor and Francis Group) (submittedVersion, cc-by-nc)
- Topics
- Social Sciences › Human Factors and Ergonomics › Innovative Education and Learning Practices
- Health Sciences › Medicine › Public Health, Environmental and Occupational Health › Innovations in Medical Education
- Health Sciences › Health Professions › General Health Professions › Health and Medical Education
- Keywords
- cultural-historical activity theory, hands-on learning, medical education, contradiction, Change Laboratory, practice change, workplace learning, continuing professional development, graduate medical education, undergraduate medical education, learning from practice
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