The research questions were addressed from a qualitative, exploratory approach, utilising semi-structured interviews to gain an understanding of how skilled health professionals maintain and update their professional knowledge.
Sample
We investigated surgeons for this research, which were identified as a population of health professionals, with an existing hectic schedule who are required to maintain and keep on top of the latest research. A sample of twenty-six neurosurgeons agreed to be interviewed and a theoretical saturation (Hennink & Kaiser, 2022) was reached while interviewing the last six surgeons. Ten of the sample were female (M = 35.5, SD = 6.11), sixteen were male (M = 34.9, SD = 8.13), aged between 27–54 years old. Participants were based within the University Hospital of Bern and spanned across a wide breadth of experience in practice. Less experienced surgeons, in this sample, were classified as 9 years or less as a certified doctor (Mehrotra et al., 2012). More experienced surgeons, as ten years or more. There were fourteen experienced surgeons (53.8%) and twelve less experienced surgeons (46.2%) included in the study.
Development of instrument
The interview schedule was developed in seven steps and followed the structure from Gideon (2020) (Gideon, 2012). First, after reviewing the current literature on SDL as presented in the introduction, our research group consisting of three psychologists and two medical educators (N = 5) set out to develop a “road map”. This focused on how, where why and with what support do professionals conduct SDL. Second, the main actors were identified that have been documented to influence the SDL of health professionals: tasks and activities, type of learning support and feedback, as well as personal knowledge, beliefs and emotions shaped through their history and experiences of learning (Brydges & Butler, 2012). Third, from this initial “road map and factorswhich also reflected the four research questions, to ensure the most important aspects, we broke these issues down into ten sub- themes, two for each of the five themes identified above (Table 1.). Fourth, with this basic concept in mind, we used these ten sub themes as deductive themes to guide the development of the interview schedule. Then, three members of the research team devised two possible questions for each of these ten deductive themes. Fifth, the 60 raw questions were reviewed for relevance and clarity resulting in some eliminations and/or amalgamations, 40 initial questions were identified as relevant. Sixed, the first set of 40 questions were pilot tested on three independent professionals from different backgrounds, who were asked to provide feedback on clarity and relevance on the interview schedule. Seventh, based on their feedback the question route was finalised: 7 questions were further eliminated due to relevance or duplication. In addition, some prompts were added to ensure no information was missed (see Appendix 1). Finally, based on the feedback from the pilot-interviewees the order of the original interview questions was reorganised to ensure a natural flow of questioning. A recapitulation of the question structure is shown in table 1:
Table 1
The five initial concepts and how these supported the questions development.
Search & Retrieve | Motivation | Barriers and impact of workload | Strategies | Digital Tools |
Sub-theme 1–2 | Sub-theme 3–4 | Sub-theme 5–6 | Sub-theme 7–8 | Sub-theme 9–10 |
1 – n specific questions and prompts | 1 – n specific questions and prompts | 1 – n specific questions and prompts | 1 – n specific questions and prompts | 1 – n specific questions and prompts |
This process resulted in a final set of 33 questions to be addressed in the interviews. The ten deductive sub questions were based on aspects of SDL which differed in complexity and amount of information. Therefore, also the amount of interview questions relating to each of them differed. For example, how experts conduct their SDL required a number of prompt questions to ensure important information was not missed in comparison to attitudes towards SDL, which only required one interview question.
Procedure
An invitation email was sent out to surgeons in the Neurosurgery department in Bern (Appendix 3). The interviews lasted between 21–86 minutes. All interviews were audio recorded. Ethical approval was given from the cantonal Ethics commission, and participants provided verbal consent (audio recorded). The participants were assured anonymity and confidentiality to encourage an honest, open discussion on their learning practices. Data was collected between September 2019 and December 2019.
Analysis
All the interviews were transcribed according to the intelligent verbatim transcription method (McLellan et al., 2003). Interviews were analysed using thematic analysis according to Braun and Clarke (2006), guided by NVivo (Bazeley and Jackson, 2019). In the initial coding phase, ten theme nodes were identified which corresponding to the 10 deductive themes addressed above. These theme nodes were further refined in subsequent rounds of data analysis. Several rounds of coding were performed, each time focusing on identification of new themes and amalgamation of subsidiary nodes.
The subsequent iterative analysis of the material resulted in the identification of five themes including, strategies for SDL and selection of sources, attitude and motivation towards SDL, factors supporting and preventing SDL, strategies to support SDL and digital tools to support SDL were identified.
Findings
The deductive codes shown in Fig. 1 were in some instances amalgamated, recoded and/or renamed based on the subsidiary nodes. In this instance, subsidiary nodes highlighted the emerging patterns between the topics on SDL. The subsidiary nodes with the most codes and important statements on the same topics eventually became five main themes (see Fig. 2.). The first two themes (from Fig. 1) were amalgamated into the theme, strategies for SDL and selection issues, the second two coded themes into attitude and motivation to SDL, the third two coded themes into factors supporting and preventing SDL, the fourth into strategies to support SDL and finally the last two coded themes into digital tools to support SDL.
Each of these five inductive themes were identified in the analysis and were guided by the four overall research questions. The strategies employed by health professionals affect and/or influence each of the four additional inductive themes (see Fig. 2.). These themes are addressed below.
Strategies to support SDL, and selection of sources.
To update and maintain knowledge all surgeons utilised the internet using specific medical or academic search engines such as, Pub med, OVID, Medbase etc. Despite using key terms and filters, search queries often resulted in an insurmountable number of articles. To identify relevant articles, surgeons must scroll through many sometimes hundreds of search results. In many cases, the number of “relevant and irrelevant articles” is unmanageable.
Sometimes it will take me half an hour just to read through the list of abstracts of all the articles from just one search query. They hardly come back in any order of priority (0172018)
Less experienced surgeons reported more issues with selection than experienced surgeons, stating that their main strategies were using filters and key words. However, as the amount of available research increases and for a lack of a better approach, they were open to new strategies such as information pooling.
It’s not always easy to know what to read, I often just use the sources that are recommended in the clinics (006312014)
It would be great if we could find and share relevant articles with each other, it would definitely cut the workload down (018312016)
Less experienced surgeons said they benefitted from the advice and recommendations of more experienced colleagues but that it would be more useful to share the most up to date relevant findings with each other as they often need to research the same topics. It was suggested that a specialised platform or website with articles only relating and available to neurosurgery would be more efficient.
It would be great if we had a place, like a platform where only neurosurgeons recommended articles where only relevant findings were available (019392014)
More experienced surgeons acknowledged that their knowledge and experience make this easier, as it’s a habit formed over time to select quickly required articles. They conclude that the ability to draw on a previous knowledge base to select relevant articles reduced the amount of time to complete tasks.
I often know what I’m looking for and I have my own personal markers – otherwise, how do you differentiate between an author who’s not very relevant but is screaming very loud, with many citations and one who’s not. There are so many factors to consider I guess you just learn to spot them with experience (014402020)
I can identify pretty quickly if it’s worth reading, I have some kind of flow chart, a check list in my mind. (002402004)
However, it was also noted that some relied very much on “old habits” and that this is not always effective for identifying the most up to date relevant research.
I think I mostly find what I’m looking for, either in my conference folder or my congress folders. I’m not sure (026492004)
Attitude and Motivation, and selection of sources
Findings show that how a surgeon selects their documents alongside the learning strategies they employ has an impact on their motivation to conduct SDL. Unlike ten years ago, when a time could be set every month to read all relevant papers now many experienced surgeons accept that it is impossible to read them all and therefore stick their current strategy.
I don’t even open the emails anymore, I just read the titles of the journals of the month. It’s far too many to be expected to read. They should summarise all the most important journals that month into a paragraph (026492004)
I have 20 notifications with apparent new and relevant findings, I don’t even have time to read the notification (016542000)
However, they do seem to be more confident that the articles they have time to read are the most important or relevant. This relates to their selection strategy; in that they rely on certain markers based on habit and experience.
I just seem to know what I’m looking for, its second nature (026492004)
On the contrary, some less experienced surgeons who are overwhelmed by the sheer number of articles admit that their strategy was often to read as many possible and were initially more motivated to read as much as they can, in case they missed something. Stating they often use many hours of free time to catch up on necessary research.
Well, I’m still new, so I’m not really maintaining, just updating. I try to read everything I can, so it means I read a lot after work. I usually spend my days off catching up on research journals that I haven’t got time to read in the week. Not enough time to sleep sometimes. Haha. (012262018)
Some less experienced surgeons suggested that despite planning to learn at certain times of the day or week, the amount was often so overwhelming that it was impossible to know where to start. Instead of scaling the down the task to make it more manageable it caused them to be completely demotivated and reduced any attempts at trying to read them. Leading to a complete lack of motivation and often a sense of guilt and failure.
I had all these plans last weekend to catch up on all the reading I’ve missed. I had so many articles in my unread folder I didn’t even know what topics I wanted to start with. In the end I didn’t read any. (013312016)
I haven’t had a chance at all this week to look at any of the stuff I saved and now I’m already on another topic so I’m not sure I’ll even have the chance again (006312014)
Factors supporting and preventing SDL, and selection of sources.
The workload for all surgeons is undoubtedly high, however, the findings highlight that the impact of selection issues and the increasing number of articles affected less experienced surgeons much more. All less experienced surgeons reported that conducting SDL is done outside of their working hours. Most of them reported as much as 95% was conducted outside of work.
If I’m lucky I can get some time between rounds, but you always have to be available so it’s not the right environment to sit down and read long articles (018312016)
In addition, if the lack of motivation has led in a decrease in learning, then the pressure and workload to catch up is increased for the next planned session of SDL.
I didn’t do anything last weekend; I was just too tired. I will have to make up for it on my next day off (017272018)
In contrast, more experienced surgeons stated that most of their updating and maintaining knowledge took place during working hours except with bigger research demands.
I just needed to find some evidence to support the review I’m writing, I can usually find some time (021402006)
Some experienced surgeons reported that to create time in the working day, they often had to delegate everyday tasks.
It’s really frustrating because you need to keep updated in your career, it’s expected however it’s not possible to manage it within the framework so, if you’re in the position you can delegate the work but even if you’re in a position to delegate the work, there’s always this dissatisfaction because it’s not always a good solution (014402010)
Strategies to support SDL, and selection of sources.
Within these findings, participants mainly referred to how and where they stored their articles. Findings show that twenty-one out of twenty-six surgeons used their computer hard drive as their main library to store documents. Most stated they used their hard drive library as they were habituated to use it and it is a simple system to use. However, many reported that as the amount of information increased, it is difficult to retrieve information in a timely fashion. Despite being organized, users could not always find articles using key words. Many reported that this system results in many unorganised folders and subfolders which become over flooded.
I guess it was after my exam that I realized I couldn’t just keep storing papers into different folders. I had so many in my unread box that I could never find anything again. (012262018)
Many experienced surgeons stated that they have used the same search, storage, and retrieval strategies for a long time, however some admitted this could often be a time-consuming process when trying to retrieve dated articles.
I can usually find what I need in my congress or conference folders but sometimes there are so many papers, or I can’t remember what I saved it as (016542010)
Of the five surgeons who reported using a Document Management (DM) system outside of their hard drive, three reported using the more advanced document management systems such Evernote and Mendeley. Two less experienced surgeons stated they used Notion, a digital tool that provides a range of functions alongside document management.
The findings highlighted that there were differences between the attitudes of more experienced and less surgeons in the possibility of a using an alternative DM system. All reported concerns about the time and effort needed to invest to use a new strategy/tool without knowing if it’s suitable.
I use my computer; I mean I basically only used my hard drive but I’m struggling to find things and we have so many new articles to save. I downloaded Mendeley, as someone recommended it, but it’s a bit of a project, I’m not sure how it works yet. I hope it’s worth it. (003282016)
However more experienced surgeons had more concerns over usability, complexity and how much technical prowess is needed to navigate such tools. In addition, many stated that even though admitting sometimes it’s timelier to retrieve articles, this system still works and so there is no need to change it for an alternative which may not even be suitable.
I think it would take me longer to learn how to use it than it does to use my computer. I’m not saying I wouldn’t try it, but I don’t know much about what’s available (023372007)
Two less experienced surgeons reported using a relatively new research tool which also store documents called Notion. Both stated that they had evolved with the advancement of technology and tend to try the newest tools.
I use Notion. It gives you the possibility to define a topic and then save all types of media and documents and everything in between in the same place. It’s just like freehand and it’s awesome because you can save everything on that topic (020332014)
Digital tools to support SDL, and selection of sources.
This section focuses on the digital tools health professional use to support them in their SDL. These range from the “usual ones” which include windows office, cloud, google, etc. Some of the less experienced surgeons reported using digital tools specifically designed to support research activities such as Notion.
The findings highlight that more experienced, and some less experienced surgeons still prefer to use traditional methods of learning, stating that these strategies are just electronic versions of the traditional way to research.
I much prefer to go through articles and highlight them with a pen, I find that I remember the information more anyway. I have a colour system which I’ve used since university so it’s the same thing really (022272017)
Many surgeons stated that they hadn’t heard of most of the digital tools available to support learning and therefore had not thought about using them.
I’m not even sure what tools there are to help me research, and I don’t have time to find out
In some cases, it was the fear that they would be too complicated and waste time. Despite not being entirely happy with their learning strategies, more experienced surgeons seem less motivated to try digital research tools as they would not be instinctive to use, preferring to “keep things simple”.
I tried Mendeley recently, but I never got into it, I’ve heard of some others, but I don’t have the time to learn how to use them and who even knows if they work. I guess if it was a guarantee that it was already a good system (017272018)
In contrast, some less experienced surgeons highlighted that they were open to try new technologies that support their research activities however often they haven’t heard of them or what functions each tool offers. Stating that there is no time to even conduct the initial research into exploring what digital tools are on offer to support learning.
I hadn’t even heard of notion until before today, I maybe would try it, what it does. I should stop printing out everything, so I need to do something, I just don’t have the time (019392014)
Less experienced surgeons reported using specialized tools to help them highlight, tag key words, and structure how to write an article. The tools are designed to make this more process efficient.
I’ve always had problems starting to write on a blank page, with the program I’m using now it sets out the structure and includes all the information you’ve highlighted into each section even before you’ve started. So, you don’t waste time trying to find things you’ve marked, and it already feels likes you’ve started your paper (011322013)
I love Notion, it helps me organize my notes and all my diagrams and well everything. (005332010)
Findings show, the surgeons who are native users of technology often utilize a combination of the tools to support them in their learning.
I use notion, I don't know if you have heard of it and used to work with Evernote, and I use endnote and a couple of medical apps. I changed to Notion, and I've been quite happy with it. (022272017)
These surgeons stated that it was learned skill overtime and therefore have developed their technology skills alongside advancements in technology and their self-managed learning.
I used Evernote at Uni, my supervisor recommended it. Then I just tried other ones that my friends were using. The latest one I tried was Notion (022272017)