Definitions
Definitions
ABSTRACT
Research on language acquisition has begun to examine how
successful language learners achieve their goals. Teachers and researchers
have long noticed that some language learners acquire a second (or third or
fourth) language more quickly and more effectively than others. Upon
examination, researchers have found that several factors are involved in this
difference, such as motivation, attitude, and age. One factor in students'
success is their use of learning strategies. Given that learning strategies
can be taught, the focus of this paper is to examine the results of attempts
to teach learning strategies to second language learners, and whether the
results suggest that there is a best way to carry out learning strategy
training. The discussion of teaching language learning strategies has been
focused on whether learning strategy training can be separate from subject
content or integrated into it, embedded,or addressed directly. Research does
not suggest any clear answer on whether learning strategy teaching should be
integrated into subject matter or kept separate. There are demonstrable pros
and cons to each position. (Contains 12 references.) (KFT)
Shelley J. Vance
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LANGUAGE LEARNING STRATEGIES
In recent years, research on second language acquisition has begun to examine how
successful second language learners achieve their goals. Teachers and researchers have long
noticed that some language learners acquire a second (or third or fourth) language more quickly
and more effectively than other students. Upon examination, researchers have found that several
factors are involved in this difference: motivation, attitude, and age among them. One factor in
In the most general terms, learning strategies are strategies that, in the case of language,
help a learner develop a language system (Rubin, 1987). For the purposes of language
acquisition, researchers are concerned with learning strategies rather than communication
strategies or production strategies which deal with language use (O'Malley, Chamot and Kupper,
1995). Research has been conducted on the nature and identification of learning strategies with
the aim of classifying them (Chamot, 1987; O'Malley and Chamot, 1990; O'Malley, Chamot and
Kupper, 1995; Oxford, 1985a, 1990; Rubin, 1987; see also Brown and Palinscar, 1982; Naiman,
Frolich, Stern & Todesco, 1978; Oxford, 1986; Rubin, 1975 as cited in O'Malley and Chamot,
1990). Other research has looked at how learning strategies function in the second language
acquisition process, and still other research has taken up the teachability of strategies. Given that
learning strategies can be taught, the purpose of this focus paper is to examine the results of
attempts to teach learning strategies to second language learners and whether the results suggest
Before researchers could develop research studies to find a "best" way and before teachers
and materials developers could write effective materials, they had to have a clear concept of what
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LANGUAGE LEARNING STRATEGIES
they were researching or intending to teach. Easier said than done. Different researchers have
different terms for the same concept, sometimes define language learning strategies differently and
occasionally disagree on which behaviors and processes should in fact be identified as language
learning strategies (Wenden, 1987b). O'Malley and Chamot define learning strategies as "special
thoughts or behaviors that individuals use to help them comprehend, learn, or retain new
information" (1990, p.1). Rigney (as cited in Oxford, 1989, p. 235) describes them much as one
would describe the operations of a computer: "operations or steps used by a learner to facilitate
encompassing not only what learners do to learn and regulate the learning of a second language,
but also what learners know about the strategies they use and the factors that make learning a
second language easier (Wenden, 1987b). Oxford defines learning strategies as "behaviors or
actions which learners use to make language learning more successful, self-directed and
enjoyable" (1989, p. 235). Ellis (1994) believes Oxford's definition limits learning strategies to
the observable, i.e., behaviors and actions. (Either Ellis's 1994 interpretation of Oxford is too
narrow or he missed her work from. 1990 because_ in_ Oxford's_definition includes unobservable
strategies such as planning and organizing [Oxford, 1990].) By contrast, Weinstein and Mayer
define learning strategies as "behaviors and thoughts [emphasis added] that a learner engages in
during learning." (1986, p. 315). Ellis's own definition includes mental, and therefore
Just as different researchers have different definitions of learning strategies, they organize
what they see as strategies into different frameworks. According to Oxford (1994), there are
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LANGUAGE LEARNING STRATEGIES
some two dozen strategy classification systems grouped into at least five typologies. Oxford,
herself (1985a, 1985b,1989,1990), divides strategies into direct (including memory, cognitive and
compensation) and indirect (metacognitive, affective and social) strategies. Chamot (1987)
organizes them into three types: cognitive, metacognitive and social/affective, omitting some of
the compensation strategies Oxford includes perhaps because they are ways to compensate for not
being able to communicate in the target language rather than techniques to achieve linguistic
success. Ellis (1994) distinguishes two types of language learning strategy: those that focus on a
learner's mastery of the linguistic content of the target language (roughly equivalent to cognitive)
and those that focus on the learner's becoming a skilled speaker, listener, reader and writer
(roughly equivalent to metacognitive). Rubin (1981 as cited in Rubin, 1987) divides strategies
into two primary categories: strategies that affect learning directly and those that affect learning
indirectly. Under these are three kinds of strategies: learning strategies (both cognitive and
strategies) and social strategies (Rubin, 1987). Naiman et al. (1978 as cited in O'Malley and
Even when researchers agree that a particular behavior is a learning strategy, and their
respective frameworks include a similar category, they sometimes disagree as to which category it
belongs. For example, both Rubin (1981 as cited in Rubin, 1987) and Oxford's (1990)
verification" is assigned to the direct category by Rubin and to the indirect category by Oxford.
Chamot (1987) and Rubin (1987) agree that questioning for clarification is a language learning
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LANGUAGE LEARNING STRATEGIES
strategy but Chamot sees it as a social/affective learning strategy because it requires interaction
However they organize them, most language learning strategy researchers agree that
language learners use behaviors and processes that are cognitive, metacognitve and
social/affective and that these contribute directly to language learning. Brown and Palinscar
(1982 as cited in Chamot, 1987) recognized groups of cognitive and metacognitve learning
strategies in their early research on general learning. Language learning researchers seem to have
found the grouping useful and accurate because, despite individual variations in their frameworks,
researchers without exception include cognitive and metacognitive categories at one level or
solving that require direct analysis, transformation or synthesis of learning materials" (1987, p.
23). They tend to be domain-specific and are more related to the type of task in the learning
activity (strategies for working math problems, strategies for learning vocabulary, etc...). One of
the most straightforward definitions is that cognitive strategies are used by the learner to
specific tasks and then using this awareness to control what we are doing" (Marzano et al., 1988,
et al., 1983 as cited in Rubin, 1987). Metacognitive learning strategies are used by a learner to
plan, monitor and evaluate his learning when he asks himself Where do I want to go?, What do I
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LANGUAGE LEARNING STRATEGIES
want to learn?, and How am I doing? They are generalizable to many different domains such as
math, science or social studies (O'Malley, Chamot & Kupper 1995), and they are exemplified by
such tasks as setting goals and getting organized. A learner uses metacognitive language learning
strategies when he directs the course of his language reception and production (O'Malley and
Chamot, 1990). Such language learning strategies are used to "oversee, regulate or self-direct
practice their language with other people (Rubin, 1987) as in cooperative learning. They call for
"social mediation" (O'Malley and Chamot, 1990, p. 118). Affective strategies involve exercising
emotional control over one's learning such as reducing one's anxiety or making the learning
environment more conducive to learning. They help a student focus his attention and maintain his
As researchers began to identify and organize language learning strategies, they observed
that different students use different sets of processes and behaviors. They also found that not all
language learners use their strategies effectively or in the same way. For example, in studies in
1978 and 1980, Cziko compared the reading strategies of French speaking students learning
English with the reading strategies of native English speakers (as cited in Devine, 1988, p. 265).
Cziko found that advanced English proficiency French students had strategies much closer to the
native English speakers than they had to poor English proficiency French students. Such
observations have led researchers (Naiman et al., 1978; Reiss, 1985; Rubin, 1975 as cited in Ellis,
1994; and Naiman, Frolich & Todesco, 1975 as cited in Oxford, 1985b) to the conclusion that
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there are "good" language learners. In fact, from 1971 to 1981 Rubin conducted research that
focused on the strategies of successful learners (Rubin, 1987). Her research confirmed that
successful language learners have a wider repertoire of learning_ strategies and use them in more
varied combinations and with greater effectiveness. Based on their observations, Chamot and
Kupper concluded that "more successful students used learning strategies more often, more
appropriately, with greater variety, and in ways that helped them complete the task successfully"
(1989, p. 17). On the other hand, less successful language learners are more likely to choose an
inappropriate strategy for a particular task (Marzano, et al.,1988). This descriptive phase of
research into language learning strategies paved the way for the question of whether the strategies
used effectively by good language learners could be taught to good benefit for less successful
language learners.
Many research studies have examined the teachability of language learning strategies and
determined that less effective students can learn to use and apply them (Derry & Murphy 1986;
O'Malley et al., 1985; Weinstein & Mayer, 1986). Thomas looked at research by Chamot and
O'Malley (1987, 1994) and O'Malley and Chamot (1990) that led Thomas to conclude that
"when English learners receive instruction with explicit teaching of learning strategies, they
become more efficient and effective learners in the second language" (as cited in Collier, 1995, p.
33). In fact, Collier, too, believes that one of a teacher's goals should be to expand the range of
students' learning strategies (Collier,1995). Weinstein and Mayer (1986) found strategy training
successful for first language learners who were at a higher skill level and at an appropriate level of
maturity. O'Malley (1987) conducted the second phase of a two-phase study in part to determine
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LANGUAGE LEARNING STRATEGIES
what influence language learning strategy training had on performance in some selected areas of
second language learning. Thompson and Rubin believe successful strategy training has been
demonstrated in many investigations (as cited in Oxford, 1994). There is ample evidence for
If, then, language learning strategies can be taught, how best to teach them? This question
has huge implications for curriculum and materials developers and classroom teachers. The
discussion seems to be framed in two parts. First, should learning strategy training be separate
from subject content or integrated into it? Second, should learning strategy training be embedded
or addressed directly? There is, however, some confusion over the use of the terms "separate",
"integrated", "embedded" and "direct". What one researcher describes as "integrated" (Wenden,
1987a) is the same as what another calls "embedded" (Derry & Murphy, 1986). What some call
"direct" (O'Malley & Chamot, 1990), others calls "explicit" (Marzano et al., 1988; Oxford,
1989). One researcher describes the dichotomy as "blind" vs. "informed" (Wenden, 1987a) and
another as "embedded" vs. "detached" (Derry & Murphy, 1986) rather than "embedded" and
"direct". Where one researcher makes a distinction between "integrated" and "embedded"
(O'Malley & Chamot, 1990), another does not (Derry & Murphy, 1986). This will be dealt with
by describing the instructional situations and using the term found in most of the literature.
is a course unto itself and might be called "Study Skills" or "Learning_to Learn" or "Learning to
Think". In the case of separate, it would probably be designed to apply to all content areas, not
language learning alone because learning strategies, especially metacognitive and social/affective
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LANGUAGE LEARNING STRATEGIES
ones and to varying degrees cognitive ones, are applicable to a broad range of tasks and domains.
"Integrated" strategy training is that which is offered as part of a regular content area course such
as French, algebra, US history or biology. It is combined with and supplementary to the subject
matter content. "Embedded" refers to a situation in which students are presented with materials
that lead them to use a particular strategy, but are not told why the strategy is being practiced or
in what situations it is appropriate to use it. Presumably this method could be found in either a
students are explicitly told the how and why of a learning strategy, its value and purpose. Again,
presumably, this method could be used in either a "separate" or "integrated" strategy training
program.
O'Malley and Chamot (1990) describe the question of separate or integrated strategy
instruction as an unresolved issue. Advocates of separate strategy training argue that students
will learn strategies better if they focus on them exclusively. Their attention will not divided
between strategies and content. They also argue that because learning strategies are generalizable
to many contexts, it makes sense not to teach them connected to any single content area.
Students might be more inclined to transfer strategy use among different domains if they have
learned them as domain-independent (Derry & Murphy, 1986). Teaching strategies separately
also eliminates the need to train every content teacher in the techniques of teaching strategies.
Instead, one teacher could be expertly trained to teach a class such as "Learning to Learn".
In the early 1980's, Weinstein (as cited in O'Malley & Chamot, 1990) developed and
implemented a separate cognitive strategy training course called Individual Learning Skills. It was
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LANGUAGE LEARNING STRATEGIES
aimed at university students who were taught learning strategies and then practiced applying them
to their other courses. Another two separate strategy training approaches were Dansereau's
Computer-Assisted Cooperative Learning (CACL) Program developed in the mid 1980's (as cited
in O'Malley & Chamot, 1990) and his MURDER learning strategy system whose acronym stands
for various substrategies (Dansereau et al 1979). In the former, students received and practiced
reading comprehension strategies by computer. In the latter, university students were taught
strategies in a 37-hour, 15-week course that Dansereau classified as either primary (roughly
equivalent to cognitive strategies) and support strategies (roughly equivalent to metacognitive and
social/affective strategies) (Dansereau et al., 1979). He found that students later had difficulty
transferring the strategies they had learned in the MURDER system to other particular kinds of
Advocates of the integrated approach believe that strategy instruction is most effective
when linked to regular language learning_ activities (Oxford, Lavine & Crookall, 1989). "Study
skills can't be taught in isolation [because] they're a bore" (Vuko, 1999, p. C04). When learning
strategy training takes place in the context of core subject matter courses semester after semester,
students receive realistic content and years of practice. Practicing strategies on authentic
academic and language tasks also facilitates strategy transfer to similar tasks in other subject areas
(Chamot & O'Malley, 1987). One criticism of the separate approach is that the applicability of
strategies taught separately from subject matter may not be immediately evident to the learner
(Wenden, 1987a). Thus as regards language learning, strategies should be taught as part of the
language course curriculum. Collier believes that the teacher should "consciously [teach] learning
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LANGUAGE LEARNING STRATEGIES
One example of an integrated approach is the Chicago Mastery Learning Reading Program
with Learning Strategies (CMLR/LS) (Deny & Murphy, 1986). The program incorporates
strategy training into regular reading curriculum materials, and extensive in-service teacher
training is considered unnecessary. According to Deny and Murphy the program has been judged
a success for several reasons they attribute to it. Student standardized test scores have increased,
student absenteeism and discipline problems have declined, post-course reading test scores have
increased, and the program has been adopted city-wide. All content teachers, then, become
A.S. Palinscar, D.S. Ogle and E.G. Can (1987). It is a framework for instruction in content
strategies in a specific sequence: determining the students' current strategy use, explaining the
target strategy, modeling of the strategy by the teacher and finally student practice of the strategy
Academic Language Learning Approach (CALLA) which was specifically developed for students
with limited English proficiency and who need to develop academic language skills in English
(Chamot & O'Malley, 1994). The curriculum is content-based, e.g. science, math, social studies,
and literature, and the subject matter content is the main focus of the instruction. They believe
that both learning of academic content and academic language can be facilitated by applying
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appropriate learning strategies, and the choice of strategy is determined by the nature of the
instructional task and language content. They start with a small number of strategies, pairing
them when they are supportive of each other. They aim for strategies and tasks that are only
moderately difficult so that students will find the effort worthwhile and experience success.
A compromise approach between integrated and separate strategy instruction is the Job
Skills Educational Program (JSEP). In JSEP, separate learning strategy instruction occurs in the
context of a core subject-matter course but before an actual subject-matter "learning event".
Afterwards, "brief, nonobtrusive promptings to use the previously learned strategies are inserted
In the embedded approach to learning strategy instruction, materials are written and
activities are presented in such as way that they elicit the use of the particular learning strategy
being taught. Students are led to use a particular cognitive strategy by the activity. The strategies
are cued by the textbook. Most language learning texts and programs use the embedded
approach. They tend to present activities such as prereading preparation for vocabulary or
postreading activities such as outlining skills, reading analysis and fact-finding exercises. The
foreword to the text, rarely read by students, may explain how these activities are carried out and
what they involve, but it rarely explicitly tells the value or purpose of each strategy.
One study of embedded strategy training is reported by Barnett (1988) in which college
students were trained in certain reading strategies but were not told the purpose or importance of
the strategies. What little improvement the students showed over the control group was not
statistically significant. Research on training learning strategies using this approach found that it
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resulted in improved performance of the task to which it was tied but later, there was no
maintenance or transfer to similar tasks (Wenden, 1987a). In fact, the same lack of transfer to
new tasks was found elsewhere (Brown, Armbruster & Baker, 1986). B.F. Jones (1983 as cited
in O'Malley & Chamot, 1990) claims that the major advantage cited for embedded strategy
training is that it requires no teacher training. There is little else to recommend the embedded
Advocates of the direct approach are numerous: Brown et al. (1986), Palinscar and Brown
(1984 as cited in O'Malley & Chamot, 1990), Wenden (1987a), Derry and Murphy (1986),
Weinstein and Mayer (1986), Marzano et al. (1988), Oxford (1989) and Oxford, Lavine and
Crookall, (1989). Derry and Murphy call for "direct expository" instruction because they believe
that knowing the how, the why and the when of learning strategy use can facilitate a student's
ability to maintain the strategy once outside the training environment. O'Malley and Chamot
(1990) also conclude that strategy instruction should be direct. Besides improving strategy
maintenance, a direct approach will maximize strategy transfer (O'Malley et al., 1985b). Students
should be made aware of the strategies they are learning because such awareness will enable them
to transfer the strategies to new tasks and move them toward self-directed learning. Marzano et
al. (1988) found consistent and strong evidence that most students, but especially low-achieving
and younger students, need sustained explicit (i.e., direct) strategy instruction to become skilled
learners. According to Oxford (1989; see also Oxford, Lavine & Crookall, 1989), research has
demonstrated that the most effective strategy training teaches learners why and how to use new
strategies, to evaluate their effectiveness and to decide when it is appropriate to use a particular
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LANGUAGE LEARNING STRATEGIES
strategy in a new situation. Wenden (1987a) says that to teach students what to do but not why
Support for the direct approach to teaching language learning strategies is not limited to
teachers are on the front line, having discovered the usefulness of explicit strategy training. R.
Williams (1985), a classroom ESL teacher, has developed an approach in which he teaches
reading strategies directly, using chalk board, overhead project and specially designed teaching
materials. His program calls for "high focus" in which he and students examine a reading text
together on the overhead projector. He explains the target strategy to the whole class with
elaborately marked examples in the text. Students continue in small groups to examine and
practice the strategy in specially adapted texts with a few marked examples at first and then
gradually move to unmarked texts. Students discuss their reading comprehension and their
strategies. Eventually, students combine the strategy with other, previous learned strategies in
On the issue of embedded vs. direct, the verdict seems to be clear: learning strategies and,
by extension, language learning strategies should be addressed directly and explicitly. The direct
approach makes students aware of their learning strategies, what to do, why they are useful and
when it is appropriate to use them. From this, students can work toward becoming autonomous
learners, something every teacher should be striving for. There seems to be no benefit to the
On the issue of separate or integrated, the conclusion is less clear. There does not seem to
15
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LANGUAGE LEARNING STRATEGIES
be the same degree of unanimity as there is on the embedded vs. direct issue. On the one hand, it
is less "work" for materials developers and curriculum planners if learning strategies are taught
separately. Materials for separate training need only be developed once for a course in learning
strategies probably lasting one or two semesters. When strategy instruction is integrated, it must
be incorporated into every core course curriculum and text and may need to be reintegrated every
time the course curriculum or text changes. The separate method also requires less teacher
training. The learning strategies course teacher might be the only one to receive training. There
is also the suggestion that separately taught learning strategies transfer more readily than when
But what is our goal? If our goal is good teaching, then we must teach students "how to
learn, how to remember, how to think and how to motivate themselves" (Weinstein & Mayer,
1986, p. 315). We want our students to become independent and self-directed language learners
so that they are capable of continuing their language acquisition outside the classroom and after
they have left school. Evidence suggests that students acquire learning strategies more effective
when they are integrated into a content curriculum. Every language teacher, and every content
teacher, must be instrumental in ensuring that their students learn these strategies and how to
transfer them. Additional teacher training and recurring materials development must be the
16
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