Adult learning theories: Implications for learning and teaching in medical education: AMEE Guide No. 83
Open accessAbstract
There are many theories that explain how adults learn and each has its own merits. This Guide explains and explores the more commonly used ones and how they can be used to enhance student and faculty learning. The Guide presents a model that combines many of the theories into a flow diagram which can be followed by anyone planning learning. The schema can be used at curriculum planning level, or at the level of individual learning. At each stage of the model, the Guide identifies the responsibilities of both learner and educator. The role of the institution is to ensure that the time and resources are available to allow effective learning to happen. The Guide is designed for those new to education, in the hope that it can unravel the difficulties in understanding and applying the common learning theories, whilst also creating opportunities for debate as to the best way they should be used.
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Written from the paper’s full text.
TL;DR
This AMEE Guide reviews major adult learning theories and proposes an integrated five-phase model for medical education that links learner and teacher responsibilities. It argues that no single theory fully explains adult learning and that theory should inform curriculum design, teaching, assessment, and institutional culture.
Key findings
- The guide clusters adult learning theories into instrumental, humanistic, transformative, social, motivational, and reflective categories, noting that each has strengths but is incomplete without the others.
- It proposes a five-stage learning cycle—dissonance, refinement, organisation, feedback, and consolidation—with specific roles for learners and teachers at each stage; the cycle can be entered at any point.
- It draws on Knowles’ six claimed differences between adult and child learners, Kolb’s experiential cycle, Bloom/Anderson’s taxonomy, Miller’s pyramid, the Johari Window, threshold concepts/liminality, and surface versus deep learning.
- It recommends that institutions align mission, vision, curriculum outcomes, teaching strategies, student assessment, and programme evaluation with adult learning theories, especially in clinical settings.
Methods
- Conceptual AMEE Guide and narrative review, not an empirical study; no sample, data collection, or statistical analysis is reported.
- The authors synthesize selected learning theories and their historical development from a broadly constructivist standpoint, then present an integrated model and practical implications for medical education.
Limitations
- The paper states that individual theories are incomplete on their own, that the Kolb-derived learning style inventory has poor reliability and validity, that self-directed learning may be more accurately directed self-learning and neglects social context, and that the andragogy/pedagogy distinction now seems artificial.
- The text makes evident that the proposed five-phase model is not empirically tested here, no learner outcomes are reported, and the guide is aimed at newcomers, so it may oversimplify overlapping theories.
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- Premisecitation
Deliberate practice using reflection and feedback to develop knowledge and skills is providing valuable insights for educators helping students develop autonomous learning.
“The role of deliberate practice (Duvivier et al. 2011), using reflection and feedback as tools to develop both knowledge and skills is starting to provide very valuable insights for educators helping students develop autonomous learning.”
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The learning style inventory derived from Kolb's cycle has poor reliability and validity.
“Although it is often quoted, and easily understood, the learning style inventory developed from the Kolb cycle has poor reliability and validity (Coffield et al. 2004).”
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Learners with different learning preferences have strengths in different quadrants of Kolb's cycle.
“Learners with different learning preferences will have strengths in different quadrants of the (Kolb) cycle.”
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Context and community are crucial to social theories of learning.
“The two elements that are crucial to social theories of learning are context and community (Choi & Hannafin 1995;Durning & Artino 2011).”
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Experiential learning has influenced adult education by making educators responsible for creating, facilitating access to, and organising experiences.
“Experiential learning has influenced adult education by making educators responsible for creating, facilitating access to and organising experiences in order to facilitate learning; both Bruner's (1966) discovery learning and Piaget's (1952) theory of cognitive development support this approach.”
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Context and social factors are crucial in professional education.
“We now know that context and social factors are crucial in professional education (Durning & Artino 2011).”
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Reflection on action, in which learners examine the processes they used and whether they were rigorous or appropriate, is fundamental to learning.
“It is crucial that the learner thinks about the processes they have used, and the extent to which they were rigorous or appropriate in the use of the material; this is fundamental to learning.”
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Low expectation of success leads to poor motivation to learn unless the perceived value of success is overwhelming.
“One of the issues about learning is that a low expectation of success will result in poor motivation to learn, unless the perceived value of success is overwhelming.”
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- Interpretationcitation
When encountering something new, learners compare it with existing knowledge and reflect on the difference, which is reflection in action.
“When we see something new, attend a lecture, or talk with a patient, we compare what we are seeing with what we already know, and reflect upon the difference (reflection in action, (Scho ¨n 1983)).”
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Behavioural learning theories underpin many competency-based curricula and training programmes.
“Behavioural theories are the basis of many competency based curricula and training programmes (Thorndike 1911;Skinner 1954).”
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It is more suitable to treat learning as a lifelong continuum with changing emphases, problems, and strategies than as a strict adult-child distinction.
“It is probably more appropriate to think in terms of a learning continuum, which stretches throughout life, with different emphases, problems and strategies at different times.”
Quote in the paperNot a substantial claim- Rests on an assumption: The distinction between adult and child learning is artificial, and andragogical principles apply equally to children.
- Interpretationnone given
No single theory of adult learning by itself fully accounts for what happens when a health professional is learning.
“None of the individual theories fully explain what is happening when an aspiring health professional is engaged in learning.”
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Experiential learning is relevant to medical education because it develops competences and practises skills in specific contexts.
“Its application in medical education is relevant because it focuses on developing competences and practising skills in specific context (behaviour in practice: Yardley et al. 2012).”
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There are doubts about how far self-directed learning, as opposed to directed self-learning, is achievable.
“Although it is axiomatic to adult learning, there are doubts about the extent to which self-directed learning, rather than directed self-learning is truly achievable (Norman 1999;Hoban et al. 2005).”
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Applying behavioural theories usually produces learning that standardises outcomes.
“Applying these theories usually results in learning that promotes standardisation of the outcome.”
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The more diverse a learning group's membership, the more likely individuals in the group are to learn.
“It follows that the more diverse a learning group's membership is, the more likely the individuals within the group are to learn.”
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Learners need threshold concepts to move beyond liminality.
“This is a state of liminality, and the learner needs to have some threshold concepts so that they can move further (Land et al. 2008;Meyer et al. 2010).”
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Articulating prior knowledge highlights gaps or uncertainties in the learner's knowledge.
“It also highlights to the learner where the gaps or uncertainties are in their knowledge.”
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The paper proposes a model with five stages in the learning experience that learners need to go through.
“We propose that there are five stages in the learning experience, which the learner needs to go through.”
Quote in the paperSubstantial claim- Rests on an assumption: Any theoretical model that explains adult learning must include motivation and reflection.
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Surface learning is the most suitable approach when the educational goal is only to present new knowledge.
“If the aim of the educational intervention is simply to present the learner with new knowledge, then surface learning is the most appropriate learning style.”
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Problem-based learning students are better at self-regulation, which includes the ability to construct meaning.
“There is some evidence that problem-based learning students are better at self-regulation (Sungur & Tekkaya 2006), which includes the ability to construct meaning.”
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Learning and teaching approaches differ between bedside, operating room, emergency department and community settings.
“Learning and teaching approaches at the bedside are different from the operating room, emergency department or in the community (Durning & Artino 2011;Yardley et al. 2012).”
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Feedback and discussion can lead to co-construction of knowledge.
“This is a combination of feedback and discussion, and can lead to co-construction of knowledge (Belenky et al. 1997).”
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Curricula using problem-based, team-based and case-based learning are designed to promote deep learning.
“Curricula that use PBL (Taylor & Miflin 2008), Team based learning (TBL: Michaelsen et al. 2002) and Case-based learning (Ferguson & Kreiter 2007) are designed with this in mind”
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Perspective transformation theory is most appropriate for acquiring ethics and professionalism competencies.
“Perspective transformation theory (Mezirow 1978) is most appropriate for acquiring these competencies.”
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Too detailed scaffolding makes it difficult to determine whether true understanding has been achieved.
“It then becomes very difficult to determine whether true understanding (rather than simple recall) has been achieved.”
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Learning and thinking are social activities structured and influenced by the setting and tools available in a specific situation.
“Learning and thinking are social activities structured and influenced by the setting and tools available in a specific situation (Lave & Wenger 1991).”
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Motivation is central to self-determination theory.
“This is also central to the self-determination theory (ten Cate et al. 2011;Kusurkar & ten Cate 2013).”
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Surface learning is not suitable when the learner must understand or later elaborate on the knowledge.
“It is not the most appropriate learning style, though, if the learner is required to understand, or later elaborate on the knowledge (Newble & Entwistle 1986;Biggs et al. 2001).”
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Findingown dataUsing portfolios, logbooks and reflective journals as a basis for discussion makes them more effective.
“we have found that using them as a basis for discussion makes them more effective.”
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PremisecitationKnowles popularised andragogy, but its main limitation is that it excludes context and the social mechanism of constructing meaning and knowledge.
“Knowles (1988) supported this theory by popularising the concept of ''andragogy''.Although it explains the motivation to learn, its main limitation is the exclusion of context and the social mechanism of constructing meaning and knowledge.”
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PremisecitationMeaningful learning occurs when connections are made between new and existing information.
“Proponents of the transformative learning approach consider that meaningful learning occurs when connections are made between new and existing information (Regan-Smith et al. 1994).”
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PremisecitationElaboration links new knowledge with existing knowledge, and the linkages should be precise rather than general.
“Elaboration is linking in new knowledge with what we already know.It is important, however, that the linkages are precise rather than general (Stein et al. 1984).”
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Premisenone givenSelf-directed learning holds that adults can plan, conduct, and evaluate their own learning.
“Self-directed learning suggests that adults can plan, conduct, and evaluate their own learning.”
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PremisecitationPremise reflection involves critically re-examining long-held presuppositions.
“Premise reflection involves the critical re-examination of long held presuppositions (Brookfield 2000).”
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PremisecitationExperiential learning has been criticised for focusing on individual knowledge and limiting the social context.
“Experiential learning has been criticised for focusing essentially on developing individual knowledge and limiting the social context (Hart 1992).”
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PremisecitationExpectancy valence theory incorporates both the value of success and the expectancy of success.
“The expectancy valence theory (Weiner 1992) incorporates the ''value'' of success and expectancy of success.”
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PremisecitationThe Chain of Response model concerns adult participation in learning projects and identifies three interrelated internal motivating factors: self-evaluation, attitude about education, and importance of goals and expectations.
“The Chain of Response model concerns participation by adults in learning projects (Cross 1981).In this model three internal motivating factors are inter-related: self-evaluation, attitude of the learner about education and the importance of goals and expectations.”
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PremisecitationCognitive learning theories focus on mental and psychological processes rather than behaviour, and concern perception and information processing.
“Cognitive learning theories focus learning in the mental and psychological processes of the mind, not on behaviour.They are concerned with perception and the processing of information (Piaget 1952;Bruner 1966;Ausubel 1968;Gagne et al. 1992).”
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PremisecitationPerspective transformation involves a disorienting dilemma, context including personal, professional, and social factors, and critical reflection.
“The process of perspective transformation includes (i) A disorienting dilemma which is the catalyst/trigger to review own views/perspectives -''knowing that you don't know'' (ii) The context, which includes personal, professional and social factors (iii) Critical reflection.”
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PremisecitationKolb's experiential learning model describes a cycle of concrete experience, reflection, abstract conceptualisation and generalisation, testing implications in new situations, and then new concrete experience.
“In Kolb's scheme, the learner has a concrete experience, upon which they reflect.Through their reflection they are able to formulate abstract concepts, and make appropriate generalisations.They then consolidate their understanding by testing the implications of their knowledge in new situations.This then provides them with a concrete experience, and the cycle continues.”
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Premisenone givenTheories of adult learning can be grouped into several overlapping categories: instrumental, humanistic, transformative, social, motivational, and reflective.
“In broad terms, theories of adult learning can be grouped into, or related to, several categories.There is quite a lot of overlap between the theories and the categories of theories, and here we give a simplified overview:”
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PremisecitationMotivation to learn equals expectancy of success multiplied by value of success.
“Motivation to learn ¼ Expectancy of success  Value of success:”
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PremisecitationSelf-determination theory recognises intrinsic motivation and holds that autonomy, competence, and relatedness must be fulfilled to sustain it.
“The theory recognises the importance of intrinsic motivation, and considers that three basic needs must be fulfilled to sustain it: Autonomy, Competence, and a feeling of belonging -or ''Relatedness''.”
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PremisecitationTransformative learning theory examines how critical reflection can challenge a learner's beliefs and assumptions.
“Transformative learning theory explores the way in which critical reflection can be used to challenge the learner's beliefs and assumptions (Mezirow 1978(Mezirow , 1990(Mezirow , 1995) )”
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PremisecitationThe main external barriers to adult motivation are life events and transitions, opportunities, and barriers to learning or obtaining information.
“The main external barriers to motivation are life events and transitions, opportunities, and barriers to learning or obtaining information.”
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Premisenone givenReflection-change models hold that reflection leads to action and then change.
“The reflection-change models consider that reflection leads to action and then change.”
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PremisecitationReflective learning is highly relevant to medical education and wider society.
“Reflective learning (Scho ¨n 1983(Scho ¨n , 1987) ) has important relevance to medical education, and more widely in society (Archer 2012).”
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Premisenone givenA limitation of self-directed learning is that it neglects the social context and underestimates collaborative learning.
“A limitation of the concept is failure to take into consideration the social context of learning.It has also implicitly underestimated the value of other forms of learning such as collaborative learning.”
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InterpretationreasoningFor constructivists, the learner's prior experience and knowledge, and the dissonance between these and the concrete learning experience, are important.
“Of particular importance to those who follow a broadly constructivist line (but lacking in the original model), will be the prior experience/knowledge of the individual, and the dissonance between this and the concrete experience that is provided as the learning opportunity.”
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PremisecitationWenger emphasises communities of practice as important in guiding and encouraging learners.
“These concepts have been developed by Etienne Wenger (Lave & Wenger 1991;Wenger 1998), who emphasises the importance of ''communities of practice'' in guiding and encouraging the learner.”
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InterpretationreasoningEach adult learning theory has strengths and is incomplete without the others.
“Even this brief consideration of types of theory applicable to adult learning will lead one to realise that they each have their strengths, and are each incomplete without the others.”
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PremisecitationThe process of integrating new knowledge has three main elements: elaboration, refinement, and restructuring.
“Norman & Schmidt (1992) suggest that there are three main elements to this process: elaboration, refinement and finally restructuring.”
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Interpretationnone givenThe dissonance phase occurs when existing knowledge is challenged and found incomplete.
“The dissonance phase exists when the learner's existing knowledge is challenged and found to be incomplete.”
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InterpretationreasoningBoth deep and surface learning can be appropriate strategies depending on what is needed.
“A moment's reflection will show that each can be an appropriate strategy.Sometimes deep understanding is needed, and sometimes it is enough to know ''the facts'' -the surface.”
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InterpretationreasoningThe feedback phase is arguably the most crucial, where the learner articulates new knowledge and tests it against peers' and teachers' beliefs.
“The feedback phase is arguably the most crucial, as it is where the learner articulates their newly acquired knowledge and tests it against what their peers and teachers believe.”
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InterpretationreasoningAssessment systems influence learning strategy: recall-based assessment encourages surface learning, while rewards for deep thought encourage deep learning.
“So, if an assessment system tests for recall of facts, then the successful learner will employ surface learning.If the system rewards deep thought, understanding and reasoning, then the successful learner will aim for that.”
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InterpretationreasoningThe teacher's role is to help the learner over the threshold until learning starts to make sense.
“The role of the teacher is to help the learner over the threshold, and, as discussed above, help them until it starts to make sense.”
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InterpretationreasoningKnowing normal blood gas or electrolyte values through surface learning can trigger appropriate clinical action.
“It is important to know normal blood gas values or electrolyte levels and this surface learning triggers appropriate clinical action.”
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PremisecitationA novice stands at the threshold, not knowing what to expect and sometimes not knowing what to look at; this is liminality.
“A novice stands at the threshold, not quite knowing what to expect, and sometimes not even knowing what they are supposed to be looking at.This is a state of liminality, and the learner needs to have some threshold concepts so that they can move further (Land et al. 2008;Meyer et al. 2010).”
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PremisereasoningScaffolding commonly includes providing learners with a list of intended learning outcomes and the induction they receive when entering a programme or new clinical environment.
“Most commonly, these days scaffolding includes providing learners with a list of intended learning outcomes.It is important to remember that it also includes the induction that students receive when they enter the programme or a new clinical environment.”
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Interpretationnone givenThe dissonance phase ends with the learner reflecting and determining personal learning outcomes.
“It ends with the learner reflecting and determining their personal learning outcomes.”
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InterpretationreasoningManaging a patient with acidosis requires deeper understanding of how physiological systems interact.
“However, to sort out a patient with acidosis requires a deeper understanding of how the various physiological systems interact.”
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PremisecitationBelenky and colleagues identified silent learners who did not recognise their own rights to question or construct knowledge, and extended the scale to being co-constructors of knowledge.
“They (Belenky et al., 1997) uncovered a group of ''silent'' learners, who did not recognise their own rights to question or construct knowledge.Belenky and colleagues also extended the scale beyond receiving and understanding knowledge, to being co-constructors of knowledge (Belenky et al. 1997).”
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Interpretationnone givenIn the refinement phase, the learner seeks possible explanations or solutions and refines new information into concepts that are new for the learner.
“During the refinement phase, the learner seeks out a number of possible explanations or solutions to a problem (elaboration), and through completing tasks, research, reflection and discussion refines the new information into a series of concepts which are, for the learner, new.”
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InterpretationreasoningTo make sense of and use knowledge, learners must understand where things fit.
“But being able to do these things means that you have to acquire an understanding of where things fit.”
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Interpretationnone givenIn the organisation phase, the learner develops or restructures ideas to account for increased information.
“The organisation phase is where the learner develops or restructures their ideas to account for the increased information they have acquired.”
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PremisecitationAnderson's modifications indicate a belief that creating is higher than evaluating and emphasise that learners do things with knowledge.
“Anderson's modifications indicate a belief that ''creating'' is a higher attribute than ''evaluating'', but they are also important in emphasising that the learner does things with knowledge.”
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Interpretationnone givenIn the consolidation phase, the learner reflects on the process, reviews the learning cycle, and identifies what was learned about both knowledge and the learning process.
“During the consolidation phase the learner reflects upon the process they have undergone, looking back over the learning cycle and identifying what they have learned from it, both in terms of increasing their knowledge base, but also in terms of the learning process itself (reflection on action).”
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Interpretationnone givenThe elements of Bloom's and Anderson's pyramid are in reality arranged in a cycle, with evaluation leading to new ideas that are applied, analysed, evaluated, and so on.
“In reality, the elements of the pyramid are arranged in a cycle.Evaluation leads to developing a new idea which is then applied, analysed, evaluated and so on.”
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PremisecitationRestructuring is the development of new knowledge maps, or schemata, that arguably allow expertise.
“Finally, restructuring is the development of new knowledge maps (schemata) which arguably allow one to become an expert or demonstrate expertise (Norman et al. 2006).”
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Interpretationnone givenAll learning starts with the learner's existing knowledge, which varies in sophistication by domain.
“All learning starts with the learner's existing knowledge, which will be more or less sophisticated in any given domain (Figure 5).”
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Interpretationnone givenThe entire learning process starts with what a learner already knows.
“The entire learning process starts with what a learner already knows.”
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PremisecitationSome learners prefer deep understanding, while others prefer acquiring facts, known as surface learning.
“It does seem clear that some learners prefer to work towards a deep understanding of what they are learning; others prefer to acquire the facts, a term known as surface learning.”
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PremisecitationThis change in focus is accompanied by greater confidence in coping with uncertainty.
“Together with this change in focus comes a greater confidence with coping with uncertainty.”
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Probably not a substantial claim: may not pass S3 (load-bearing). May combine two claims.
InterpretationcitationTwo explanations for this paradox are that learners adopt more strategic learning styles to cope with assessment demands, or that it relates to becoming a new member of the profession.
“There are two explanations for this paradox, one is that the learners tend towards more strategic learning styles in order to cope with the demands of the assessment system; the alternative explanation is rather more complex and relates to the business of becoming a new member of the profession.”
Quote in the paperNot a substantial claimMay combine two claims.
InterpretationreasoningArticulating prior knowledge helps learners anchor new knowledge in existing understanding and places them at the first stage of the learning cycle.
“This stage helps the learner anchor the new knowledge in what they already understand, and places them on the first stage of the learning cycle.”
Quote in the paperSubstantial claimProbably not a substantial claim: may not pass S2 (checkable), S3 (load-bearing), S4 (based).
Premisenone givenIn real life, the relevance of information is often far from apparent.
“A more challenging condition applies in real life, when the relevance of information is often far from apparent.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing), S4 (based). May combine two claims.
InterpretationreasoningFeedback either reinforces the learner's schema or obliges reconsideration in light of new information.
“The feedback will either reinforce their schema, or oblige the learner to reconsider it in the light of new information.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing). May combine two claims.
Interpretationnone givenLearning new things is not only about acquiring knowledge; it also includes making sense of it and using it.
“The process of learning new things is not just about acquiring knowledge (surface learning), it includes being able to make sense of it, and hopefully making use of it.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S2 (checkable), S3 (load-bearing), S4 (based).
Interpretationnone givenThe key to success as an educator is probably providing advance organisers.
“The key to success as an educator is probably providing the advance organisers.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing). May combine two claims.
PremisecitationLearning outcomes can be refined using Bloom's taxonomy, which has been revised by several authors including Anderson.
“Learning outcomes can be further refined using Bloom's taxonomy (Bloom et al. 1956), which has been revised by several authors, including Anderson (Anderson & Kratwohl 2001).”
Quote in the paperNot a substantial claim0 of 2 sources checked- cites Bloom et al. 1956
Not checked in the free run.
- cites Anderson & Kratwohl 2001
Not checked in the free run.
Probably not a substantial claim: may not pass S3 (load-bearing).
Interpretationnone givenEngagement with the dissonance phase is influenced by task nature, resources, learner motivation, developmental stage, and preferred learning style.
“There are several things that influence whether the learner will engage with the dissonance phase.These include the nature of the task, the available resources, the motivation of the learner, and the learner's stage of development and their preferred learning style.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing).
Premisenone givenScaffolding includes programme-level organisers that depend on content and context, such as syllabus, lectures, planned experiential learning, and reading lists.
“Scaffolding includes programme level organisers, which are dependent on both the content and the context in which it is being learned.Programme organisers include the syllabus, lectures, planned experiential learning and reading lists.”
Quote in the paperNot a substantial claimClassified as probably not a substantial claim.
InterpretationreasoningThe model can help design learning activities in one-to-one discussions, small group work, seminars, or large lectures.
“The model that we have given here shows that there are a number of ways in which applying the model can help in the design of learning activities, whether in one-to-one discussions, small group work, seminars or large lectures.”
Quote in the paperSubstantial claim- Rests on an assumption: The proposed model can be applied at both individual learning and curriculum planning levels.
Probably not a substantial claim: may not pass S3 (load-bearing), S4 (based). May combine two claims.
Interpretationnone givenRecognising different learning styles is important because lectures appeal more to surface learners and extended project work appeals more to deep learners.
“Recognising the different styles is important, as (most) lectures will appeal more to surface learners and extended project work will appeal more to deep learners.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S4 (based).
Interpretationnone givenEducator and learner have specific responsibilities at each stage of the learning process.
“We also need to be explicit that educator and learner have specific responsibilities at each stage of the learning process.”
Quote in the paperNot a substantial claimClassified as probably not a substantial claim. May combine two claims.
InterpretationreasoningSome subject material needs to be known and rapidly recalled, while other material needs deep understanding for appropriate interventions.
“Some subject material actually needs to be known and rapidly recalled (blood gas values, electrolyte levels), while other material needs to be deeply understood to allow appropriate interventions (coping with acid base disturbances, or circulatory shock).”
Quote in the paperSubstantial claimClassified as probably not a substantial claim.
InterpretationreasoningLearner and teacher have particular responsibilities at each stage of the model.
“The learner and the teacher will have particular responsibilities at each stage.”
Quote in the paperSubstantial claimProbably not a substantial claim: may not pass S2 (checkable).
InterpretationreasoningThe ability to be strategic about the type of learning engaged in is important.
“The ability to be strategic about the sort of learning we engage in is important.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing). May combine two claims.
PremisereasoningKnowledge is the foundation of Miller's pyramid but not the pyramid itself.
“Knowledge is the foundation of the pyramid -but not the pyramid itself.”
Quote in the paperNot a substantial claimMay combine two claims.
PremisecitationMaudsley (2005) shows that medical students develop in how they learn, but progression is not always from duality to multiplicity.
“Some recent work by Maudsley (2005) shows that medical students develop in the way they learn, but that the progression is not always from duality to multiplicity.”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites Maudsley 2005
Not checked in the free run.
Classified as probably not a substantial claim.
InterpretationreasoningScaffolding is necessary because the volume and complexity of knowledge often leaves learners in liminality rather than entering learning.
“They are necessary because the sheer volume and complexity of knowledge to be acquired often leaves the learner standing on the threshold (in a state of liminality), rather than stepping into the world of learning.”
Quote in the paperSubstantial claimMay combine two claims.
PremisecitationPerry's work was based on a relatively able, affluent, homogeneous undergraduate population and was later extended to a wider cross-section.
“This work was based on a relatively able, affluent and homogenous population of undergraduates and was subsequently extended by Perry's colleagues to a wider cross section of society.”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites Belenky et al. 1997
Not checked in the free run.
May combine two claims.
InterpretationcitationFollowing Wenger, the whole community has a role in leading novices over the threshold and helping them take their place in the community of practice.
“If we follow Wenger's arguments (Wenger 1998) then we will see that the whole community has a role in leading the novice over the threshold, and helping them to take their place in the community of practice, that is, in this case, the healthcare profession.”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites Wenger 1998 source
Not checked in the free run.
May combine two claims.
PremisecitationLearners have different learning styles and preferences.
“Newble, Entwistle and their colleagues, in a number of studies (Newble & Clarke 1986;Newble & Entwistle 1986), have shown that there are several different learning styles, and that learners have different learning preferences.”
Quote in the paperNot a substantial claim0 of 2 sources checked- cites Newble & Clarke 1986
Not checked in the free run.
- cites Newble & Entwistle 1986
Not checked in the free run.
May combine two claims.
PremisecitationMiller's pyramid is the most frequently encountered variant of Bloom's work in medical education and can guide curriculum planning and assessment.
“In medical education, the most frequently encountered is Miller's pyramid (Kolb 1984).(Miller, 1990; Figure 3), which can be used as a guide for planning and assessing within a curriculum.”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites Miller 1990 source
Not checked in the free run.
Probably not a substantial claim: may not pass S3 (load-bearing). May combine two claims.
InterpretationreasoningThe organisation phase includes reflection in action, where hypotheses are tested, and organising information into schemata that make sense to the learner.
“There are at least two elements to this: reflection in action, where the learner tests and re-tests hypotheses to makes sense of the information and the organisation of the information into schemata which (for the learner, at least) make sense.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing).
Premisenone givenRefinement is sifting and sorting information to retain elements that make sense.
“Refinement is the act of sifting and sorting through the information to retain those elements that make sense.”
Quote in the paperNot a substantial claimClassified as probably not a substantial claim. May combine two claims.
InterpretationreasoningDiscussion between individuals increases practical knowledge, and some things remain mysterious until one talks to someone with different knowledge or understanding.
“Two things are immediately apparent from this construction -namely that discussion between individuals will increase the amount of practical knowledge, and that some things remain a mystery until we talk to someone else with a different range of knowledge or understanding.”
Quote in the paperSubstantial claimProbably not a substantial claim: may not pass S3 (load-bearing), S4 (based).
Premisenone givenIn a structured learning environment, new knowledge is sufficiently similar to existing knowledge for its relevance to be perceived.
“In a structured learning environment new knowledge is sufficiently similar to the existing knowledge to allow its relevance to be perceived.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S2 (checkable), S3 (load-bearing).
InterpretationreasoningTeachers can help students move into areas of unknown unknowns through careful choice of task, resources, and patients.
“There will always be ''unknown unknowns'', but teachers can help students move into those areas through a careful choice of task, resources and, of course, patients.”
Quote in the paperNot a substantial claimMay combine two claims.
PremisecitationDifficulties in learning are frequently due to vocabulary or language use, troublesome concepts, or becoming part of the team and assuming a new identity.
“Frequently the difficulty is in the vocabulary or the way that language is used (Bernstein 2000), but it can also be troublesome concepts (Meyer & Land 2006), or just becoming part of the ''team'' and assuming a new identity (Wenger 1998).”
Quote in the paperNot a substantial claim0 of 3 sources checkedProbably not a substantial claim: may not pass S2 (checkable).
InterpretationreasoningIn any intervention, learners need the opportunity to articulate what they already know.
“In any intervention, we need to make sure that the learner has the possibility to articulate what they already know about something.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing). May combine two claims.
Interpretationnone givenThe challenge in dissonance can be internal, when a learner thinks things through, or external, provided by a teacher or patient.
“The challenge can be internal, when a learner is thinking things through, or it can be external, provided by a teacher or patient.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S2 (checkable), S4 (based).
InterpretationreasoningTo truly understand and learn, the learner needs to move through a cycle.
“Whether working with an individual learner, or planning a major programme, the educator needs to recognise that the learner needs to move through a cycle, in order to truly understand and learn.”
Quote in the paperNot a substantial claim- Rests on an assumption: Learners must move through the proposed cycle to truly understand and learn.
Probably not a substantial claim: may not pass S2 (checkable).
InterpretationreasoningThe same principles apply to planning curricula at short course, module, or programme level.
“The same principles apply to planning curricula, at short course, module or programme level.”
Quote in the paperNot a substantial claim- Rests on an assumption: The proposed model can be applied at both individual learning and curriculum planning levels.
Probably not a substantial claim: may not pass S3 (load-bearing).
Interpretationnone givenIn healthcare professions training, the intended outcome is a graduate who can take their place in the workforce.
“The pyramid is important, because in training students for the healthcare professions it is essential to remember that the outcome of training is intended to be a graduate who can take their place in the workforce (Action).”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing).
InterpretationcitationEducators can help learners by providing advance organisers.
“The processes of acquiring new knowledge, relating it to what is already known and developing new understanding is complicated and difficult but educators can help the learners by providing advance organisers (Ausubel 1968).”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites Ausubel 1968
Not checked in the free run.
Probably not a substantial claim: may not pass S3 (load-bearing).
InterpretationreasoningThe success of the elaboration and refinement phase depends on the nature of the task and the provision of appropriate resources.
“Most of what happens in the elaboration and refinement phase is internal to the learner, but the success of the venture will stem from the nature of the task they were set, and the provision of appropriate resources.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing).
Interpretationnone givenThe elaboration and refinement phase is the key part of problem-based learning.
“This phase is the key part of problem-based learning”
Quote in the paperNot a substantial claimMay combine two claims.
PremisecitationSituated cognition is an off-shoot of adult learning theories and was developed by Wenger into communities of practice.
“An off-shoot of adult learning theories is situated cognition (Wilson 1993) developed by Wenger (1998) into the theories of communities of practice.”
Quote in the paperNot a substantial claim0 of 2 sources checked- cites Wilson 1993
Not checked in the free run.
- cites Wenger 1998 source
Not checked in the free run.
Probably not a substantial claim: may not pass S3 (load-bearing).
Interpretationnone givenA well thought through portfolio or log book with reflection allows the learner's progress to be documented for themselves and for the educator or assessor.
“a well thought through portfolio/log book with elements of reflection will allow for the learner's progress to be documented for themselves, and, importantly, for the educator/assessor.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing). May combine two claims.
Interpretationnone givenThe proposed model is presented as a cycle, but the learner and teacher can enter the cycle at any point.
“Although the model is presented as a cycle actually the learner and teacher can enter the cycle at any point.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S2 (checkable), S4 (based).
Interpretationnone givenApplying adult learning principles in medical education will probably require changing educators' and learners' perceptions of their roles.
“Applying adult learning principles in medical education will probably necessitate changing educators' and learners' perceptions of their roles.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing). May combine two claims.
Interpretationnone givenThe organisation phase involves fitting information into existing knowledge and constructing new information into a coherent story.
“Part of this phase is fitting the information into what the learner already knows, and part of it is in constructing the new information into a story that makes sense to the learner.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S2 (checkable), S3 (load-bearing), S4 (based).
Premisenone givenThe real test of understanding something is explaining it to other learners.
“All educators know that the real test of understanding something is explaining it to other learners.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing).
PremisecitationPerry's stage of duality has attractions for both the learner and the educator.
“In the same way that surface learning has attractions for many learners, Perry's stage of duality has attractions for both the learner and the educator (Perry 1999).”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites Perry 1999
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 givenClinical reasoning, hypothesis generation and testing are essential skills for good clinical practice.
“Clinical reasoning, hypothesis generation and testing are essential skills for good clinical practice.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing).
Premisenone givenElaboration and the later stages of Bloom's taxonomy require increasing depth of understanding.
“Elaboration, and the later stages of Bloom's taxonomy require an increasing depth of understanding.”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites Atherton 2011
Not checked in the free run.
Classified as probably not a substantial claim.
InterpretationreasoningConsidering possible explanations helps ensure connections are made between new information and previous knowledge.
“The first is that it helps ensure that connections are made between the new information and previous knowledge, ensuring that everything is learnt in the context of what is already known.”
Quote in the paperSubstantial claimClassified as probably not a substantial claim.
InterpretationreasoningTransformative and experiential learning theories are an important theoretical frame for learning strategies suited to attitude-related outcomes.
“Transformative and experiential learning theories constitute an important theoretical frame for learning strategies suitable for these outcomes.”
Quote in the paperSubstantial claimMay combine two claims.
InterpretationreasoningLectures can be used to provide more than surface knowledge, though doing so is challenging.
“It is possible, but challenging, to use lectures to provide more than surface knowledge.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S2 (checkable), S3 (load-bearing), S4 (based). May combine two claims.
Interpretationnone givenReinforcing clear thinking in both teacher and learner and considering them should improve clinical learning and even clinical outcomes.
“Reinforcing clear thinking in both teacher and learner and considering them should improve clinical learning, and even clinical outcomes.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing).
Interpretationnone givenThe outcome of the elaboration and refinement phase is the generation of a working hypothesis.
“The outcome of this phase is the generation of a working hypothesis.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing).
Interpretationnone givenDuring the organisation phase, the learner tests and retests a hypothesis against existing knowledge.
“During this phase the learner looks at a problem from all angles, testing and retesting the hypothesis against what they already know.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing).
InterpretationreasoningToo detailed scaffolding means the learner will not know until too late whether they truly understand the subject.
“It also means that the learner will not know, until too late, whether they truly understand the subject.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S2 (checkable), S3 (load-bearing), S4 (based).
Interpretationnone givenElaboration without refinement leads to confusion.
“Elaboration without refinement will just lead to confusion”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing).
PremisecitationLearning is a process through which learners weigh their knowledge against a critical examination of alternative possibilities.
“learning is a process through which they weigh their knowledge against a critical examination of alternative possibilities (Ahlquist 1992).”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites Ahlquist 1992
Not checked in the free run.
May combine two claims.
InterpretationreasoningEthics and professional behaviours can be taught, but understanding them is demonstrated and consolidated in the clinical environment.
“Ethics and professional behaviours can be, and often are, taught but understanding them is demonstrated and consolidated within the clinical environment.”
Quote in the paperSubstantial claimProbably not a substantial claim: may not pass S3 (load-bearing).
PremisecitationSelf-directed learning transcends self-regulated learning to include motivation and the ability to determine what should be learned.
“The goal, however is self-directed learning which transcends self-regulated learning to include motivation and, crucially, the ability to determine what should be learned (Loyens et al. 2008).”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites Loyens et al. 2008 source
Not checked in the free run.
Probably not a substantial claim: may not pass S3 (load-bearing).
InterpretationreasoningLearners can develop understanding of systems through well-facilitated problem-based or case-based learning.
“Learners can also develop their understanding of systems through well-facilitated PBL or case-based learning”
Quote in the paperNot a substantial claimClassified as probably not a substantial claim.
InterpretationreasoningToo detailed scaffolding removes freedom or responsibility from the learner.
“The danger with scaffolding is that if it is too detailed it removes any freedom or responsibility from at the learner.”
Quote in the paperSubstantial claimProbably not a substantial claim: may not pass S3 (load-bearing). May combine two claims.
Interpretationnone givenAn effective assessment system indicates where learners are going wrong and which areas they should focus on.
“Any effective assessment system will provide learners with an indication of where they are going wrong, and which areas they should focus on for clarification of their understanding.”
Quote in the paperNot a substantial claimClassified as probably not a substantial claim. May combine two claims.
Interpretationnone givenSelf-directed and experiential learning are key strategies, but feedback is crucial for helping learners make the best use of contact time.
“Self-directed and experiential learning are key strategies, but feedback is crucial to help the learner make the best use of their contact time.”
Quote in the paperSubstantial claimProbably not a substantial claim: may not pass S4 (based). May combine two claims.
Interpretationnone givenApplications of these strategies require significant institutional culture changes, active faculty development and increased learner autonomy and self-direction.
“Applications of these strategies necessitate significant institutional culture changes, active faculty development and increased learner autonomy and self-direction.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing).
InterpretationreasoningConsidering possible explanations reinforces the natural tendency to be inventive and to think widely.
“The second is that it reinforces our natural tendency to be appropriately inventive and to think widely.”
Quote in the paperNot a substantial claimMay combine two claims.
PremisecitationStudent motivation can be strongly influenced by the educational environment and the learner's frame of mind.
“Sobral's (2004) work has shown that student's motivation can be strongly influenced by the educational environment and their frame of mind towards learning.”
Quote in the paperSubstantial claim0 of 1 sources checked- cites Sobral 2004 source
Not checked in the free run.
Probably not a substantial claim: may not pass S2 (checkable), S3 (load-bearing), S4 (based).
Interpretationnone givenEncouraging discussion, debate and reflection will increase learning opportunities.
“Encouraging discussion, debate and reflection will increase learning opportunities.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing).
PremisecitationSelf-directed learning includes motivation and self-regulation.
“There is more to consider here, particularly the dimensions of self-directed learning (Garrison 1997), which include motivation and self-regulation (Zimmerman 2002).”
Quote in the paperNot a substantial claim0 of 2 sources checked- cites Garrison 1997 source
Not checked in the free run.
- cites Zimmerman 2002
Not checked in the free run.
Probably not a substantial claim: may not pass S3 (load-bearing).
PremisecitationAssessment drives learning.
“it is widely asserted that ''assessment drives learning'' (Miller 1990)”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites Miller 1990 source
Not checked in the free run.
Probably not a substantial claim: may not pass S3 (load-bearing), S4 (based).
Interpretationnone givenAdult learning theories are related to several educational, social, philosophical and psychological theories.
“Adult learning theories are related to several educational, social, philosophical and psychological theories.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S4 (based).
Interpretationnone givenThe proposed model of adult learning shows that perception, insight, meaning-making and mental networking are interlinked and essential for good reasoning abilities.
“The model of adult learning we have illustrated (Figure 5) shows that perception, insight, meaning-making and mental networking are interlinked and essential for good reasoning abilities.”
Quote in the paperNot a substantial claimMay combine two claims.
Interpretationnone givenProblem-based learning fosters self-directed learning, but publishing or giving detailed intended learning outcomes easily destroys it.
“Again, this is fostered by problem-based learning, but is easily destroyed by publishing or giving the students detailed intended learning outcomes.”
Quote in the paperNot a substantial claimClassified as probably not a substantial claim.
Premisenone givenDeep learning arises through discussion, research and weighing evidence.
“Deep learning comes through discussion, research and weighing up the evidence.”
Quote in the paperSubstantial claimProbably not a substantial claim: may not pass S2 (checkable), S3 (load-bearing), S4 (based).
Interpretationnone givenFeedback is best given frequently and in small doses.
“Although feedback is best given in frequent, small, doses, there are clearly times when it is crucial.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S2 (checkable), S3 (load-bearing), S4 (based). May combine two claims.
Interpretationnone givenUnderstanding how people learn is basic to problem-based learning and the majority of clinical practice.
“This understanding is basic to problem-based learning and the majority of clinical practice.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing).
Interpretationnone givenThe first stage of making sense of new information is to consider as many possible explanations as possible.
“The first stage in this process is to consider as many of the possible explanations for the new information as possible.”
Quote in the paperNot a substantial claim
The paper relies on this without support.
The distinction between adult and child learning is artificial, and andragogical principles apply equally to children.
“He introduced the term ''andragogy'' to differentiate adult learning from pedagogy; this differentiation now seems to be artificial.Many of the principles of andragogy can be applied equally to children's learning.”
The paper relies on this without support.
Any theoretical model that explains adult learning must include motivation and reflection.
“Any theoretical model that attempts to explain and relates adult learning to an educational theory must have two critical elementsmotivation and reflection.”
The paper relies on this without support.
The proposed model can be applied at both individual learning and curriculum planning levels.
“The schema can be used at curriculum planning level, or at the level of individual learning.”
The paper relies on this without support.
Learners must move through the proposed cycle to truly understand and learn.
“the educator needs to recognise that the learner needs to move through a cycle, in order to truly understand and learn.”
The paper relies on this without support.
Many learners strategically choose surface learning before entering university, so they may appear to prefer surface learning.
“There are complicating factors, since many learners are strategic in choosing surface learning styles before they enter University courses, so they may appear to show a preference for surface learning.”
The paper relies on this without support.
Students who know they will be tested on facts rather than understanding will choose a surface learning style.
“Even at graduate level, if students know that they will be tested on their acquisition of facts, rather than their understanding, they will naturally choose a surface learning style.”
The paper relies on this without support.
Lectures can reinforce a state of duality in which the learner accepts what the lecturer says.
“Lectures can reinforce a state of duality in which the learner accepts what the lecturer says.”
The paper relies on this without support.
Adult learners have a host of competing concerns.
“Although adult learners are expected to be self-motivated, they will also have a host of competing concerns.”
The paper relies on this without support.
More than half of the outcome domains of medical education are related to attitude.
“Although knowledge is the easiest, and most public domain, more than half of the outcome domains of medical education are related to attitude e.g.lifelong learning, empathy, utilitarianism, communication with patient and colleagues, ethics and professionalism.”
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?
Adult learning scholarship in medical education emphasises the growing role of learner agency, experience, application to authentic problems, and the shared responsibility of learners, educators, and institutions for creating conditions in which meaningful learning can occur.
“Adult learning scholarship in medical education emphasises the growing role of learner agency, experience, application to authentic problems, and the shared responsibility of learners, educators, and institutions for creating conditions in which meaningful learning can occur (Taylor & Hamdy, 2013; Gupta et al., 2026).”
From Between Co-Intelligence and Cognitive Offloading: Educators’ Perspectives from Dutch Academic Medical Settings on Generative AI, Critical Thinking, and Adult Professional Learning (2026) · cites this paper as Taylor & Hamdy, 2013
Educators play a vital role in fostering self-reflection by creating environments that encourage introspection and open dialogue.
“Educators play a vital role in fostering selfreflection by creating environments that encourage introspection and open dialogue [117].”
From Formative assessment and feedback in medical education: A practical guide: AMEE Guide No. 189 (2026) · cites this paper as [117]
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- Authors
- Taylor, D. C. M., & Hamdy, H.
- Affiliations
- University of Liverpool (GB)
- University of Sharjah (AE)
- Corresponding author
- Taylor, David C. M.
- Venue
- Medical Teacher
- Publisher
- Informa UK Limited
- Published
- 2013-09-04
- Volume
- 35
- Issue
- 11
- Pages
- e1561-e1572
- ISSN
- 0142-159X (ISSN-L)
- 1466-187X
- OpenAlex
- W2170466219
- Semantic Scholar
- 1284258743158992119debcf62459780e0122081
- Cited by
- 1,176
- References
- 84
- Citations by year
- 2026: 82 · 2025: 110 · 2024: 136 · 2023: 119 · 2022: 153 · 2021: 144 · 2020: 163 · 2019: 103 · 2018: 57 · 2017: 41 · 2016: 35 · 2015: 19 · 2014: 10 · 2013: 2 · 2012: 1
- FWCI
- 22.21
- Type
- journal article
- Language
- en
- Open access
- hybrid
- doi.org
- Licence
- public-domain
- Locations
- Medical Teacher (publishedVersion, public-domain)
- PubMed (publishedVersion)
- Topics
- Health Sciences › Medicine › Public Health, Environmental and Occupational Health › Innovations in Medical Education
- Social Sciences › Education › Adult and Continuing Education Topics
- Social Sciences › Education › Educational Leadership and Innovation
- Keywords
- andragogy, adult learning, medical education, curriculum development, learning and teaching, student learning, faculty development
- MeSH terms
- Education, Medical, Humans, Learning, Models, Psychological, Motivation, Self Concept, Students, Medical, Teaching, Models, Educational
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