Editorial: Epistemic Cognition in History
Education
Martin Nitsche
FHNW School of Education, Switzerland
Christian Mathis
Zurich University of Teacher Education, Switzerland
D. Kevin O’Neill
Simon Fraser University, Canada
CITATION
Nitsche, M., Mathis, C., & O’Neill, D. K. (2022). Epistemic cognition in history education, Historical
Encounters, 9(1), 1-10. https://doi.org/10.52289/hej9.101
COPYRIGHT
© Copyright retained by Authors
Published 15 April 2022
Distributed under a CC BY-NC-ND 4.0 License
BACKGROUND
This special issue arose out of the symposium “Epistemic Cognition in History—insights into
structure and practice” that was held at the 2018 Annual Meeting of the American Educational
Research Association (AERA) in New York, organized by the first and third guest editors. In
addition, it was inspired by the work of the second guest editor, an associate editor of Historical
Encounters, who recently published a handbook chapter about epistemic cognition and historical
thinking (Mathis & Parkes, 2020). Adapting Hofer’s (2016) domain-general understanding, we use
the phrase “epistemic cognition in history” to refer broadly to individuals’ beliefs, concepts,
thinking, and reasoning about knowledge and knowing in the field of history.
Our special issue contributes to the growing body of over 20 studies about epistemic cognition
in the field of history education that have been conducted in the last decade, since Maggioni and
colleagues published their seminal works involving history teachers, historians, and school
students (Maggioni, 2010; Maggioni et al., 2004, 2009; VanSledright & Maggioni, 2016). It seems
somewhat surprising that history educators around the globe are engaged in studying the
construct in such density at the current moment, given that epistemology is one of the oldest fields
of philosophy. In fact, theorists of history such as Ricœur (1984) have linked reflections on
historical and epistemic cognition to considerations made by Aristotle in antiquity. Since the
Editorial: Epistemic cognition in history education
2
beginning of the nineteenth century, driven by discussions in the natural sciences (see Lorenz,
2011), historians and theorists of history discussed, for example, whether it is possible to
(re)present the past as history in the form of narratives, or whether these forms of historical
knowledge are objective or uncertain (e.g. Rüsen, 2020; White, 1973). In fact, answers to these
questions still seem to be controversial (e.g. Lyon Macfie, 2010; Munslow, 2017). One reason could
be that skepticism toward final truths and openness to new insights are considered essential
characteristics of democratic epistemologies. This epistemological ambiguity—which is at work
not only in history but elsewhere—might in fact be one cause of the current success of populism,
as it stands at the heart of whether one assumes that (historical) knowledge is a matter of opinion,
or can be justified with evidence and arguments (e.g. Moore et al., 2020). A search for educational
ways to address the challenges of populism and fake news may also explain why history educators
are currently interested in epistemic cognition.
An additional reason for the interest in epistemic cognition in history is much older. It had been
pointed out by Shemilt (1983) that the focus on epistemology (“forms of knowledge”) as opposed
to the teaching of facts offered the hope that students would be enabled to “make appropriate
sense of the past to the extent that they understand the logic, methods, and perspectives peculiar
to the discipline” (p. 3). In line with this British approach, most Western history educators of the
past four decades stressed that learning to think historically was more important than learning
particular historical facts (e.g. Körber & Meyer-Hamme, 2015; van Boxtel & van Drie, 2018). Based
on this assumption, they identified essential metahistorical concepts, for example “accounts” or
“historical significance” (e.g. Lee & Ashby, 2000; Seixas, 2017), and historical thinking activities,
such as “asking historical questions” or “contextualization” (e.g. VanSledright, 2011; Wineburg,
1991a). In this sense, history educators for a long time have sought to conceptualize historical
thinking in epistemological terms, and to support it both inside and beyond schools.
Despite this long-term trend, research about the relations between the epistemic and historical
cognition of school students and (prospective) history teachers, as well as about the role of
epistemic cognition in history teaching, had not been conducted systematically until the beginning
of the 21st century. The first insights into the epistemological development of children were found
in the longitudinal studies of grade 2 to 8 students of the British CHATA project (1980s-1990s).
They indicated that the development of school students’ metahistorical concepts regarding
“evidence” and “accounts” could be described as epistemic shifts from an objectivist stance (e.g.
historical accounts are the same as the past; evidence as pictures of the past) to a contextualist
one (e.g. accounts as (re)constructed past in accordance with criteria; evidence yielded from
sources in a historical context). This research also stressed that school students’ metahistorical
concepts do not develop in a regular age-dependent sequence (Lee & Ashby, 2000; Lee & Shemilt,
2003).
A series of cognition-in-action studies found that primary and secondary school students used
past texts (Afflerbach & VanSledright, 2001; Wineburg, 1991b), photographs or pictures (Foster
et al., 1999; Lange, 2011), and historical accounts or textbooks (Martens, 2015; Paxton, 1999) as
if they would provide neutral or objective information about the past. Historians, on the other
hand, constructed evidence based on sources and accounts both in terms of their research
questions and their function (e.g. the creators’ intentions) for specific historical contexts. This
seems to be one reason why students have difficulties in dealing with conflicting sources. Some
work with student teachers of history has indicated that their struggle with historical reading and
writing might also be explained by their naïve, objectivist epistemic views (Seixas, 1998; Yeager
& Davisz, 1996). Practice-oriented studies that aimed to investigate ways to support historical
thinking activities in class also indicated that epistemological problems of school students
prevented them from learning how to construct plausible interpretations (e.g. VanSledright,
2002). While these studies stressed that epistemic aspects are of importance for the historical
thinking of school students, historians, and history teachers, they didn’t inform us how the
epistemic aspects could be conceptualized, how they could be developed, and what roles they play
in history teaching.
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Inspired by work in educational psychology, Maggioni and colleagues addressed these
questions. Based on the above-mentioned epistemic distinctions established in the CHATA project
and the domain-general concepts of Kuhn, Weinstock and Cheney (2000), they constructed a
framework of epistemic development from the copier (e.g. history as a copy of the past) to the
borrower (e.g. people choose their preferred facts), to the criterialist stance (e.g. history as a
process of inquiry). In a series of studies with history teachers, historians, and school students
from the USA, they developed the “Beliefs about History Questionnaire” (BHQ). Applying
statistical methods, they found that the instrument was able to differentiate two of the three
intended stances (copier/borrower, criterialist) but showed rather low reliability (e.g. Maggioni,
2010; Maggioni et al., 2004). In a 2009 study with primary history teachers who participated in a
professional development program, Maggioni et al. (2009) observed inconsistencies (“epistemic
wobbling”) in participants’ epistemic shifts over the course of the program. This phenomenon was
also observed in a sample of US college students who took part in an intervention study designed
to address epistemic development (VanSledright & Reddy, 2014).
The study of Gottlieb and Wineburg (2012) indicated an explanation for the phenomenon of
“epistemic wobbling”. The authors asked, for example, religious and non-religious US historians
to interpret religious sources. They found that religious historians switched between academic
(e.g. plausibility) and religious beliefs (e.g. personal engagement) while non-religious historians
did not. The authors interpreted this “epistemic switching” as a coordination between academic
and religious criteria, in order to justify religious or historical interpretation (p. 111). This
indicated that epistemic cognition in history is situated in context. Maggioni also used this line of
reasoning to explain why she found no significant changes in the epistemic beliefs of US high
school students who were taught by history teachers during a history course of one semester.
Based on in-depth interviews with students and teachers, she concluded that while elaborated
epistemic beliefs should be supported through history teaching, whenever historical thinking
“activities are not situated within a learning experience in which disciplinary criteria are explicitly
taught and discussed, individuals tend to rely on everyday criteria” (Maggioni, 2010, p. 299).
These findings illustrated the challenges of investigating and supporting epistemic cognition in
history.
Following Maggioni et al., some studies have adapted the BHQ to different national contexts, or
have developed comparable instruments (e.g. Mierwald et al., 2017; Miguel-Revilla et al., 2017;
Nitsche, 2017; Nokes, 2014). These studies similarly revealed ambiguous impacts of teacher
training on (prospective) history teachers’ epistemological beliefs (Namamba & Rao, 2016;
Nitsche, 2019), difficulties in statistically proving epistemic stages or clear teaching effects, even
when teaching strategies focused on epistemic development during quasi-experimental studies
(e.g. Stoel, van Drie, et al., 2017). On this basis, Stoel and colleagues conducted a study with Dutch
school students at the upper secondary level, and historians. Inspired by Hofer and Pintrich’s
(1997) dimensional distinction of epistemic beliefs (‘nature of knowing’, ‘source of knowledge’)
and based on exploratory survey analyses, the authors suggested that epistemic beliefs in history
could be differentiated between naïve and nuanced assumptions about knowing and knowledge.
However, again the reliability of the measurement was rather low (Stoel, Logtenberg, et al., 2017).
In 2019, and against this background, we published the call for papers for this special issue.
From our perspective, many central questions about epistemic cognition in history remained open.
Theoretically, it was an open question whether the construct of epistemic cognition in history can
be understood in developmental terms, should be described in terms of dimensions, or must be
researched under the condition of its situatedness (Hofer, 2016). Methodologically, it was unclear
whether quantitative survey analyzes can provide valid and reliable results for different age
groups, or whether qualitative methods are more appropriate (Mason, 2016). Empirically, there
was also a lack of sufficient information on how epistemic cognition can be developed in students
in history classes, and during teacher education programs for prospective history teachers. The
role of epistemic cognition in historical thinking and teaching also remained ill-defined
(VanSledright & Maggioni, 2016).
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The present issue
Although we are aware that this special issue does not resolve all of the above-mentioned research
gaps, we believe that the present articles usefully address the questions in varying degrees. One
paper gives an overview of the territory and discusses all the issues in greater depth. Two articles
mainly concern methodological issues. Two papers involving school students touch on the
connection between epistemic belief and metahistorical concepts. Two articles present analyses
of the connection between epistemic beliefs and historical thinking aspects among university
students. Finally, three articles provide insights into the epistemic cognition of history teachers
and historians.
Gerhard Stoel, Albert Logtenberg, and Martin Nitsche present an overview of studies on
epistemic beliefs conducted between 2015 and 2020. The authors indicate that researchers have
conceptualized epistemic beliefs in history based on either developmental or dimensional
frameworks, though most studies integrated developmental and dimensional approaches. Their
review supports the assumption that sophisticated epistemic beliefs are related to aspects of
historical thinking, while the relationship between naïve or subjectivist beliefs and historical
thinking seems unclear. The authors also describe supportive principles and barriers for fostering
nuanced epistemic beliefs in history education based on the studies reviewed. Discussing
methodological advantages and disadvantages of prior studies, Stoel et al. conclude that future
investigations should apply mixed-methods or triangulation designs.
Marcel Mierwald and Maximilian Junius address some methodological issues in the field. The
authors give insights into challenges of epistemic measurement based on survey methodology.
They analyze the cognitive validity of an adapted and German-speaking version of the “Beliefs
about History Questionnaire”. The authors present results of cognitive interviews with German
school students at the upper secondary level who were asked to talk about their understanding of
questionnaire items while answering the survey. Their findings indicated, for example, that
misunderstandings of items were related to the complexity of applied terms, or confusing
references to the school context. The study provides important information on how questionnaire
items should be designed in the future to assess epistemic beliefs.
D. Kevin O’Neill, Sheryl Guloy, Fiona MacKellar, and Dale Martelli describe the theoretical
underpinnings, design, and validation of the “Historical Account Differences Questionnaire”
(HAD). They argue that beliefs about historical accounts are of importance because school
students in multicultural societies should learn to handle the multiple perspectives presented in
differing historical accounts. The authors aim to provide an instrument that helps history teachers
assess their students’ beliefs about historical accounts in order to inform lesson planning. Based
on questionnaire data from 899 Canadian students from 8th grade through postsecondary studies,
the authors argue for the construct validity of their survey based on differences in the beliefs of
students at various levels of education and involvement with history as a discipline. O’Neill et al.
offer a powerful tool for classroom assessment, but also make it clear that more research on the
development of beliefs about historical accounts is needed.
Caitríona Ní Cassaithe, Fionnuala Waldron, and Therese Dooley illustrate reasons for the
difficulties in developing epistemic beliefs based on a qualitative study with elementary school
students. Their thematic analyses of interview data from Irish school students at the third and
fourth grade levels indicate “bottlenecks” which hinder the development of primary students’
epistemic beliefs in history. Children’s assumptions about the term “history”, their ideas about
historical truth, or their understanding of historical accounts as fixed knowledge seem to be
important factors that influence their epistemic shifts. However, the authors also provide
evidence on how primary school students’ epistemic development could be supported. Ní
Cassaithe’s et al. study provides important insights into the epistemic preconditions for
elementary school students’ history learning.
Diego Miguel-Revilla focuses on the epistemic beliefs and metahistorical concepts of 107
Spanish secondary school students. Analyzing qualitative data based on a task about the Spanish
transition to democracy (1975-1982), the author indicates that only a few participants held
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coherent epistemic beliefs, and most could be categorized as subjectivists. The author suggests
that diverse conceptions regarding evidence and the aims of history as an academic discipline
might explain this inconsistency. This study expands our knowledge regarding epistemic
incoherence, by pointing to the role of metahistorical concepts.
Martin Nitsche and Monika Waldis present results of a study that investigated how prospective
German Swiss history teachers’ epistemological beliefs impact their narrative competence (i.e.,
analysis of sources and accounts; (re)construction of narratives). Applying a historical writing
task, survey methodology (e.g. epistemological beliefs, situational interest), and statistical
methods, the study indicated small effects of participants’ epistemological beliefs on their
narrative competence, while situational interest was found to be more influential. The study
provides the first statistical evidence of the connection between prospective history teachers’
epistemological beliefs and aspects of their historical thinking, while it also suggests that
situational aspects (e.g. situational interest, writing topic) are of importance. The authors
interpret their results in line with situational approaches to epistemic cognition. They conclude
that future studies should investigate epistemological beliefs in relation to specific tasks and
historical content.
Kristin Sendur, Carla van Boxtel, and Jannet van Drie address the relationship between
epistemic beliefs, second-order concepts, and historical reasoning based on a sample of Turkish
undergraduate students who were asked to answer a questionnaire on epistemic beliefs and
complete a historical reasoning task. In addition, some participants took part in in-depth
interviews to make their tacit beliefs more visible. The authors show that participants’
performance in source-based argumentative writing and their epistemic beliefs regarding
historical methodology are correlated significantly. They also demonstrate relationships between
students’ interview answers and their historical reasoning, though this relationship is less strong.
This study shows that university students’ epistemic beliefs and historical reasoning seem to be
related, and that a mixed-method approach could be fruitful to investigate this relationship.
Mikko Kainulainen, Marjaana Puurtinen, and Clark A. Chinn present an interview-based study
about the aims that Finnish academic historians address in their research projects and beyond.
According to the AIR model, which conceptualizes epistemic aims and values, ideals, and reliable
processes for producing epistemic products, the authors show that historians mention several
aims, which vary considerably according to the different kinds of investigations the historians are
involved in. Moreover, historians’ aims seem to extend beyond knowing and understanding
past(s) to publishing and disseminating findings. Their aims are also connected to the system or
community level to promote historical research. The authors of this study stress that the epistemic
practices of historians are strongly related to broader contexts and specific situations, which are
made visible in their epistemic aims. The study suggests that it is fruitful to investigate the
epistemic aims that individuals pursue in different contexts.
Henrik Åström Elmersjö and Paul Zanazanian present a study with Canadian and Swedish
upper secondary school history teachers. They examine participants’ beliefs about the
relationship between the past and history, and explore their reflexiveness regarding epistemic
issues and their relation to history teaching. The authors used a mixed-methods approach, and
present analyzes from teachers’ survey data and interviews. A cross-cultural comparison
indicates that participants from each country hold different assumptions about historical
knowledge, its construction, and implications for their practice. While participants from both
countries seem to demonstrate epistemic wobbling between objectivist and critical views about
history, Swedish teachers tend to make a clearer distinction between the past and history than
their Canadian counterparts. The authors suggest that differences regarding the political nature
of history teaching between the two countries might explain the results (e.g. nation-building in
Canada vs. method-orientation in Sweden). This study illustrates how epistemic cognition in
history is embedded in socio-cultural contexts. Thus, more cross-cultural research in this area
may bear fruit in the future.
In the last article of this issue, Marjolein Wilke, Fien Depaepe and Karel Van Nieuwenhuyse
elaborate the relationship between the epistemological beliefs, the understanding of historical
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thinking and the instructional practice of Belgian history teachers from Flanders. Based on data
from closed- and open-ended online questionnaire items regarding epistemology and historical
thinking, as well as interviews about teaching material, the authors show that most teachers
acknowledge the interpretive nature of history, while they do not include this view in their
concepts of historical thinking. Moreover, additional beliefs about students or contextual school
factors seem to be more important for teachers’ reflexion about teaching material. Once again, this
research indicates that we need more in-action-research to detect the relations between teachers’
epistemic cognition, their concepts about historical thinking or teaching, and contextual aspects
in history classes.
In summary, this special issue demonstrates a combination of theoretical and empirical
approaches, showing some common ground and shared conclusions. For the refinement of theory,
it seems fruitful for future research to combine existing approaches (e.g. developmental and
situational). For example, it seems that not only is the development and promotion of students’
and teachers’ epistemic beliefs dependent on contextual situatedness, but so too are the epistemic
practices of historians in setting goals, or those of teachers in reflecting on teaching materials.
Presumably our research efforts are also contextually different. Methodologically, it became clear
that it is challenging to develop valid questionnaires to assess epistemological beliefs, and it seems
fruitful to apply a wider variety of methods here as well. Moreover, additional effort is needed to
provide accessible tools for classroom assessment, such as the HAD questionnaire. Empirically,
the present studies illustrate that epistemic cognition, metahistorical concepts, and historical
thinking are connected. What remains open is whether and how the connections can be
demonstrated for learners of all ages, how the constructs can be fostered in different institutional
as well as sociocultural contexts, and what stages or qualities of epistemic beliefs and cognition
can realistically be achieved in learners at different educational levels. We hope that this special
issue represents not an end point to research on epistemic cognition in the field of history
education, but rather that it provides stimuli to further explore the open questions.
Acknowledgment
We would like to thank all authors for their articles and their patience, which was especially tested
due to the work slowdown during the Coronavirus (SARS-CoV-2) pandemic. We would also like
to thank the authors whose five contributions had to be rejected after review. We hope that they
will find other ways to publish their work. In addition, we would like to thank the colleagues who
were willing to review the submitted articles. Finally, we thank all the staff of Historical Encounters,
especially Robert J. Parkes and Melanie Innes, for supporting our special issue.
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About the Authors
Martin Nitsche, Dr. phil., is a Senior Researcher at the Centre for Civic Education and History
Education in Aarau at the School of Education, University of Applied Sciences Northwestern
Switzerland. During summer 2022 he will hold an interim professorship for history didactics at
University of Cologne. His main research interests include history teachers’ professionalization
with a focus on their (e.g. epistemological) beliefs, assessments of historical thinking and learning
activities, and analyses, as well as preparations of teaching material. Dr. Nitsche has received a
grant from Swiss National Science Foundation (SNF) for his project “Research of Learning
Processes in History (RicH)” (2020-2023). He is also co-speaker of the working group “Empirical
History Education Research” of the German Society for History Didactics.
Email. martin.nitsche@fhnw.ch ORCID: 0000-0003-4261-5583
HISTORICAL ENCOUNTERS | Volume 9 Number 1 (2022)
Editorial: Epistemic cognition in history education
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Christian Mathis, Dr. phil., is currently a Professor of History Education at Zurich University of
Teacher Education, Switzerland. He is head of the Social Sciences Education Research Group and
an Associate Editor of Historical Encounters. His scholarly interests and contributions are located
within the field of History and History Education; Social Studies Education; Holocaust Education;
Teacher Education; Teaching and Learning Archaeology. His scholarly projects focus in various
ways, on students’ and teachers’ epistemic cognition in history, and on learning history in
museums, historical and archaeological sites, in public playgrounds, and with toys, and
monuments.
Email: christian.mathis@phzh.ch ORCID: 0000-0002-2865-874X
D. Kevin O’Neill, B.Sc., PhD is Associate Professor of Education and Technology at Simon Fraser
University, where he helps to prepare future teachers, and teaches and mentors students in the
Educational Technology and Learning Design graduate programs. He has had a longstanding
interest in history teaching and design-based research.
Email: kevin_oneill@sfu.ca ORCiD: 0000-0001-6880-9146
HISTORICAL ENCOUNTERS | Volume 9 Number 1 (2022)