Virtual Reality
Virtual Reality
Brett E. Shelton
Department of Instructional Technology, Utah State University, USA // brett.shelton@usu.edu // Tel: +1 435-7972393 // Fax: +1 435-797-2693
ABSTRACT
There exists an increasingly attractive lure of using virtual reality applications for teaching in all areas of
education, but perhaps the largest detriment to its use is the intimidating nature of VR technology for nontechnical instructors. What are the challenges to using VR technology for the design and development of VRbased instructional activities, and what are the recommended approaches? This paper addresses the issues
regarding identifying the appropriate techniques for integrating VR into traditional instructional design, and the
considerations for development for non-technical educators. Recommendations are grounded within our own
project involving virtual anesthesia. The discussion considers budgetary limitations, funding, and other factors.
Keywords
Virtual reality, Instructional design, Immersive systems, Instructional development
Introduction
Technology is a pervasive force, it impacts the way that business is conducted, communication is relayed, healthcare
is negotiated and knowledge is acquired. Major strides continue to develop in immersive technologies, and educators
have taken notice, especially in the applications of virtual reality (VR) to teach engaging abstract conceptual
relationships. Perhaps the booming computer and console game industry, with open-source and game engine toolkit
opportunities, that is partly responsible for the shift to an increased interest in using immersive technologies for
education. Educators want to take advantage of the immersive qualities that todays technology can provide with the
intent to engage students in learning activities. Students have the opportunity to take advantage of the affordances of
simulated environments, exploring a scenarios dimensions and pitfalls as they learn. It is exactly this type of
motivational iterative process, the learning-while-doing, that lures todays educator to VR technology (see Bouras,
Triantafillou & Tsiatsos 2002; Milrad, 2002; Sampson, Spector, Devedzic & Kinshuk, 2004).
Despite the growing interest, educators without engineering backgrounds still face significant challenges when trying
to implement VR technology in their classrooms. Beyond the more obvious limitations of budget and technical
knowledge, most teachers do not have a clear idea of what design and development considerations are important
when planning to implement a VR system. We offer a consideration of why VR environments remain compelling to
educators in non-engineering disciplines and how utilizing aspects of VR in their lessons remains a unique challenge.
Based on our experiences, we then offer a reflection on the challenges of design and development of these
applications on a personal level, and offer recommendations on an approach that may make sense for using VR based
on traditional instructional practice. We offer our own project on teaching techniques for administering local
anesthesia in dentistry as a specific example of utilizing this approach within the discussion. Therefore, the purpose
of this paper is a conceptual exploration--using a synthesis of literature and approaches from engineering, computer
science and educationoffering a descriptive piece of our process with VR as educators. It is important to consider
the issues that novice educators face, not only to help teachers form a plan-of-attack when considering implementing
VR, but also to help inform engineers about the challenges that novices encounter. The result of sharing these issues
should create new ideas for more complete instructional products that take advantage of immersive technologies for
classroom use.
To this end, the following sections are organized in a way that first offers a synthesis of theory for VR and examples
of VR applications before outlining the challenges of design: theory, processes and procedures. We then offer an
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outline for addressing theory, processes and procedures of development of VR systems for educational applications,
followed by a summary of discussion for a big picture consideration of educational approaches.
Their purpose was to teach earth-sun relationships via a first person perspective where the students had control over
what they wanted to see and how they wanted to see it (see Figure 2). In addition, the students were offered a way to
make a change in certain variables within the interface and investigate the effects. This studys findings revealed that
the most beneficial activity included the physical manipulation of the virtual objects and the utilization of visual
spatial cues. The researchers postulated that people learn relative spatial relationships by using perceived referents
during the physical manipulation of virtual objects.
A third example of a well-designed VR environment is the virtual anatomy lab (VAL) established and available via
the Internet that offers a 3D computer interface for learning about human body parts (Campbell, Rosse & Brinkley,
2001). Students are allowed to create and modify their virtual lab space to be visited at their own discretion. In this
lab, students dissect and rebuild the body as if it was a physical cadaver. In addition, instructors are offered the
means to assist the students in doing instructional exercises. Research related to the VAL demonstrated that students
benefited from 3D simulation, even though it was a desktop interface, and that the affordance for advisement and
direction from faculty was especially attractive.
A final example is of a virtual environment that was built to distract users from reality. Hoffman, et. al., (2004)
created a virtual world that could be used by patients who have been severely wounded. It was found that the opiod
form of pain management during the wound care sessions for these patients was inadequate. As a result, because it
was believed that pain perception had a strong psychological component, developers sought to distract the psyche
with VR to keep pain signals from entering the brain. Hoffman and his team developed a virtual world called
SnowWorld where a patient could navigate their experience with a fingertip-controlled joystick.
SnowWorld depicts an icy three-dimensional canyon with a river and waterfalls. The patient shot
snowballs at snowmen, igloos, robots, and penguins by aiming his gaze and pressing the trigger button
on the joystick. The snowballs exploded with animations and three-dimensional sound effects upon
impact (Hoffman, et. al, p. 192).
A similar approach is to consider designing your instruction using Merrills (2002) first principles, keeping in mind
the central component that the learning environment should be problem-based. The VR lesson should address
appropriately complex learning issues, such as those within electromagnatism, geographic visualizations, or
astronomy (Barab, Hay, Barnett, & Keating, 2000; Hedley, 2003; Squire, Barnett, Grant, & Higginbotham, 2004;
Winn, 2002). The instruction within the VR environment should be geared toward addressing the learning issue.
Merrill suggests the phases that surround the issue can be conceptualized through Activation, Demonstration,
Application, and Integration. To incorporate each of these phases into the instructional VR lesson, the educator needs
to address certain questions and design appropriately. For Activation, how is the material introduced so that it is
compelling to the learner? How is the material presented to build upon pre-existing understandings of the material?
For Demonstration, consider how the learner will interact with the virtual environment? What role does the learner
play in creating his or her own understanding? The immersive nature of the technology may help in showing how
certain processes work. The Application portion should define how the learners are guided within the VR
environment, what order in which they interact with information within the environment, and the nature of how
complexity is increased during the VR lesson. The final phase of Integration may take place outside of the VR
environment, when the learner is able to use the knowledge they have acquired, but is an important consideration
when designing a complete instructional exercise that uses VR technology.
Design Process and Procedure
The educator should be aware of four basic steps going into the design process. We have found through experience
that these steps assist to alleviate the stress of the design process (see Table 2).
Design Process Steps
Articulate Expectations
First, it is important to articulate the expectations of VR as a medium for each specific educational application. This
will help in understanding how VR will enhance learning outcomes over other instructional strategies. Additionally,
an understanding of the final user interface and VR experience will clarify some of the complex design decisions.
For example, for the local anesthesia VR project, we expected students would be able to utilize one hand to feel for
intra-oral bony landmarks while holding a syringe in the other hand to perform the injection. Therefore, this design
would necessitate the use of haptic (sensory) feedback for both hands (see Figure 3). Knowing this information
assisted the project developers in making important decisions at the beginning of the design process. Primarily, we
decided that bimanual haptics would be too expensive for our budget; other accommodations were considered to
allow for a similar sensorimotor-related experience on a lower budget.
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learning in the design process. Suddenly, VR becomes less intimidating as novice designers engage in the VR
instructional exercise. We got our feet wet experimenting with ARToolKit, but then wound up using a
commercially available authoring program called VirTools.
Start making professional contacts. Do not allow embarrassment or intimidation to prohibit asking even the most
novice questions. Be prepared to receive a variety of responses both positive and negative. Start with inquiries
within the workplace or local institution. We have found that some of our most valuable contacts were made in
the most unexpected way. Some professional colleagues may be too busy to contribute but can forward
information to other great contacts. Once colleagues are aware of active projects, the word gets around and those
that are interested will make the effort to contact the VR team. Graduate students, aspiring programmers and
support staff are generally eager to contribute to an innovative project. Collaboration is a great way to benefit
from an aggregate knowledge base and may assist with pooling resources.
Contact some of the authors of the most prominent articles that have been researched to get advice or answers to
questions. We have experienced the most success when our inquiries are prepared ahead of time and can be
communicated in writing. Most authors and/or experts are happy to help with a well thought-out question but
less willing to do the groundwork. Make sure that it is evident that effort has been done on the part of the VR
team and can demonstrate effort and willingness to work and learn.
(1)
(2)
(3)
(4)
Figure 4: A stepwise progression for anesthesia injection training activity
A third step in the design process is to evaluate design considerations. The following are some issues that should be
considered based on the articulated learning goals: the design of the virtual world, the level of desired immersion,
sensory feedback and user interactivity. First, the virtual world is the space that would be manifested through that
VR medium. The virtual world requires a description of the collection of objects in virtual space and the rules and
relationships governing those objects. Second, the level of immersion has to do with the degree of disbelief that the
user is willing to suspend while engaging in the virtual world. The sense of presence involves the sensation of being
in environment and having a feeling of being there in that space. This sensation can be enhanced through a variety
of tools relating to ones cognitive state, physical sensations, or both. Third and relating to the sense of presence,
physical feedback mechanisms have to do with sensations of a VR experience such as sight, touch and sound.
Sensory feedback is an essential ingredient to virtual reality, it allows the user to identify a sense of self in space and
affect events in the virtual world. Fourth, interactivity in a virtual world allows the user to affect change in that world
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(Sherman & Craig, 2003; Salzman, Dede, Loftin & Chen, 1999). A design allowance that impacts the level of user
immersion with our local anesthesia project is the use of a remote tracking system to follow the learners changes in
points-of-view. Initially we experimented with a pattern recognition tracking system like ARToolKIT, but found that
the level of immersion decreased for the learner as the 3D object would often become unrenderable with various
interactions. Therefore we ended up with human magnetic trackers to solve this problem; the combined small visual
field with the injection needle as extension of ones hand would prove to be the best combination of visual and
real-object haptic feedback (see Figure 4).
A fourth step in the design procedure is to consider the available and necessary resources, especially monetary
support and intellectual capacity for VR technologies. Before investigating funding, establish the skills and
intellectual support that are accessible and can be recruited as part of the VR design and development team. Once a
VR team is in place, it will be easier to prioritize costs, components and hardware. At the design phase, a ballpark
figure can be hypothesized but may be difficult to firmly establish without first having brainstormed all development
considerations. Making accurate monetary estimations is a difficult task, but the cart cannot be put before the horse.
The team needs to know what purchases may be necessary to estimate a budget. We recommend investigating
options for funding on a several scales from the more moderate to the more robust. Create a funding proposal of the
intended project that can be re-crafted for each funding solicitation identified.
engineering and developers of immersive systems. While our visual graph contains esoteric descriptors, it is a little
simpler to pull into practice those components that need to be considered and compiled for a successful VR
application (Figure 6). In reference to the graph, Hardware and Software components are difficult to separate from
the other components. We feel that Hardware and Software are heavily integrated in both the Data and Integration
and VR Activity phases. It is for this reason that Hardware and Software are listed at the bottom of our graph almost
as a foundation on which all other components rely on for support.
Component
Learning Goal
Data and
Integration
(Input &
Interactivity)
VR Activity
(Output)
Software
Hardware
The Learning Goals are listed as the topmost component because the goal of the VR application will dictate the
decisions made for all other component systems. Data and Integration are titled and listed according to the actions
that need to take place. As the user interacts with the virtual world, data is communicated to the computer that needs
to be analyzed. Once analyzed, software that was specially created integrates all of the VR components so that
information can be output or communicated back to the user, the VR Activity phase. We utilized this approach with
our project on local anesthesia (Figure 6). This project involves the use of a VR system that allows dental hygiene
students to practice performing injections on 3D objects in virtual space. The objective is to allow students to
construct understandings of the complex spatial and dimensional cranial relationships that effect techniques for
administering local anesthesia for dental procedures. Students experienced the iterative process of trial and error as
they attempted to perform injections based on visual and haptic referents. This picture within Figure 5 represents the
user interacting with the virtual world. It sits in the center of the cycle of interactivity and communication for our VR
application.
Learning Goals
VR Activity
(Output)
Software
Hardware
Realistic 3D image
No audio
Need prosthetic cheeks.
Data glove.
Trackers for left hand.
HMD 1280.
Discussion
As synthesized in Table 3, a variety of disciplines have incorporated the use of VR technology for different purposes
within education training environments. For each purpose, the learning expectations or goals were different but for
some the use of hardware and software were similar. For the purposes of input hardware, the options are limited to
desktop devices, tracking devices and/or 3D built-in special-purpose input devices. The strategies for input ranged
from pattern recognition, magnetic trackers, haptic (desktop) forcefeedback devices and navigational joysticks.
Whereas, with output and the hardware and software used, the developmental strategies ranged from specially
created 3D objects in virtual space, audible feedback delivered via a head mounted display or helmet, the use of a
hand-held stylus for haptics called PHANToM. The creation of the 3D models were accomplished with modeling
software such as Maya and integrated using a virtual player like VirTools or ARToolKit. Most examples used some
sort of head mounted display (HMD) with one using a computer console and another a large television screen. We
hope to have helped inform educators thinking of implementing such technology of the current challenges they may
face and considerations that may need to address.
The appeal of VR technologies has lured non-traditional users to learn about and consider what VR has to offer. An
investigation into learning theory and the epistemic tradition of constructing knowledge substantiates the application
of virtual systems as an instructional strategy that leverages the natural skills of the learner. We conducted a pilot
study using our VR system for local anesthesia. The methodology included a pre and posttest exam on local
anesthesia for the bottom jaw, a single time 20-minute interaction with the VR system for 10 students that were
digitally recorded and a post treatment questionnaire. The digital video was evaluated according to a skills
competency rubric for local anesthesia and viewed to watch for observable epistemic shifts. The evidence suggested
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that learning took place however; there were flaws with the system that impeded user presence. This included an
offset in calibration of the virtual object with haptics. Nevertheless, students seemed to overcome this dissonance
between visual and haptic by demonstrating proper injection technique in the virtual world. The post questionnaire
revealed that students liked that the virtual world allowed for the transparency of tissue and the visualization of
landmarks for anesthesia, but felt it was difficult to navigate the anesthetic needle and get a sense of their other hand.
We have considered changes to our system to increase user presence and decrease user distractions; those changes
are outlined in Table 4. These outcomes support our recommendations and further, previous research qualifies the
effectiveness of educational VR applications, while more research is encouraged to validate these findings.
We addressed the design aspects of VR from the perspective of the ADDIE model and Merrills (2002) First
Principles of Instruction, feeling that a traditional approach to creating instruction may be a stumbling point for
novice designers. Further, we have recommended that the educator should articulate their expectations for learning at
the beginning of the design phase as well as become familiar with VR technologies. This familiarity will provide the
educator with an understanding of how component systems work together to reach their desired goals. In addition, it
is realistic to consider certain design characteristics and monetary factors before the development phase begins. This
would include specifying how the virtual world will be reified, the amount of immersive qualities to be included, the
level of sensory referents and feedback, and the degree of user interactivity planned for the VR application. Finally,
the development phase should include the components of a VR system: the learning goals, data and integration, VR
activity, software and hardware components.
As educators with non-technical backgrounds, the process of building a VR system for educational application has
been extremely challenging. We have found few articles that cover the basics of VR for novice developers. The
impetus for this contribution is to express what we have learned about VR design and development with the hope of
creating a community of novice educators who embrace VR technology. Along these lines, we encourage continued
dialogue and research on the struggle of building VR applications outside of the traditional realm of computer
sciences and for those educators less economically blessed. In order for VR to become mainstream, educators need to
be able to build applications that utilize the technology for the sake of learning rather than for the novelty of the
technology. As more disciplines embrace the technology, it will get easier to use and cheaper to create. Iteratively,
further research will help substantiate the use of VR interfaces as a legitimate instructional tool to learn complex
material and confirm its legitimacy as an effective tool for skills competency.
Our biggest challenges remain the high cost of creating a VR system, the extreme learning curve that novice
developers face when considering a VR application on a limited budget, and the rapid speed of advancing
technologies that threaten to outdate an expensive system within the early stages of its development. All of this may
lead an educator to ask, is it worth it? What will I be gaining in this odyssey to create a VR system? When
considering the educational basis for learning-by-doing in the vein supported by virtual environments, Dewey (1938)
wrote that a connection exists between education and personal experience. He advocated that while not all
experience is education, all education should be experiential. Because VR supports experiential learning, we
recommended the use of VR technologies across a variety of disciplines and embrace its design and development
despite the struggles.
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