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Problem Solving in Everyday Office Work-A Diary Study On Differences Between Experts and Novices
Problem Solving in Everyday Office Work-A Diary Study On Differences Between Experts and Novices
Authors note
This research was supported by grants from the German Federal Ministry of
Education and Research.
Abstract
also offer potential for lifelong learning in the workplace. In this study we analysed
complex but rather urgent. They were detected by means of monitoring, augmented
feedback, or feedback from others. The problems detected provoked states of high
arousal, including both negative and positive emotions. We found that seeking
support from others was the most common approach to problem solving, and that in
confronted with more complex problems than novices, they more often solved
problems using their domain-specific knowledge, but they also preferred social
support. Surprisingly experts reported higher negative emotional states after having
detected a problem than novices. The results, the diary method, and the limitations of
At the beginning of the twentieth century, the ideal workplace was designed
Workplaces were set up for the execution of highly structured, repetitive tasks and
there was no flexibility. Management tasks were reserved to a few men at the top of
the hierarchy; the majority of the staff was neither expected nor allowed to learn at
for instance in the ISO standardization for quality assurance, many repetitive routine
demand for products and services and the ever-increasing competition in global
have been automated, for instance by means of Enterprise Resource Planning (ERP)
collar workers. Work in the back offices of industrial and service companies today
involves more problem solving and handling non-recurring exceptions. This requires
workers deal with complexity and understand the principles that underlie their work,
rather than simply follow routine procedures (Candy & Matthews, 1998; Tynjälä,
2013). Jonassen (2004) described the situation thus, ‘In professional contexts,
people are paid to solve problems, not to complete exams’ (p. XXI). Hence, problem-
solving skills have recently received considerable attention. Two basic approaches
cognitive skills as predictors of problem solving. Greiff and colleagues, for instance,
successfully deal with complex environments that change dynamically and involve a
Wüstenberg, Holt, Goldhammer, & Funke, 2013). The second approach emphasises
by-product (Billett, 1998; Eraut, 2004; Poell, van der Kroft, & Wildemeersch, 1998;
Rausch, 2013). Problem solving in the workplace is a requirement in many roles and
towards the challenges of lifelong learning. However, little is known about the
characteristics of everyday problems in the workplace and how they are solved.
understanding of problem solving in the field of office work and the relationship
rationale for our research, give details of our methods and sample and present our
results. In the final section we draw conclusions from our results and discuss the
but does not know how to reach it, due to a perceived barrier. Problem solving has
solution and (b) goal-directed actions by which the chosen approach is implemented
(Jonassen & Hung, 2012; Reeff et al., 2005). A problem solver must be capable of
instructions for him or herself. When implementing a plan of action the problem
solver must reflect on his or her actions to check that these instructions are
appropriate and, if necessary, modify them (Dörner & Schölkopf, 1991; Schley & van
Woerkom, 2014).
are characterised by the presence of many interconnected variables, polytely (i.e. the
development (i.e. the situation changes even without intervention) (Dörner, 1997;
Frensch & Funke, 1995; Funke, 2012). Complex problem solving is defined as a
involves acquiring new knowledge about the problem situation by exploring it and
applying this newly acquired knowledge to achieve the desired goal state (Funke,
experience and prior knowledge in the problem domain. Thus, we consider problem
a strict distinction.
PROBLEM SOLVING IN EVERYDAY OFFICE WORK 5
evaluating solutions and hence multiple solutions or even no solution at all and one
problems have a well-defined initial state, a known goal state or solution, and a
2012, p. 2691). It has been argued that most of the problems in everyday practice
are ill-structured and difficult to solve (Jonassen, 2012), but we consider this
conclusion too general and so our first research objective was to characterise the
problems which we consider crucial for categorising and interpreting problems in the
workplace, context and scope (Reeff, Zabal, & Klieme, 2005). The context of a
problem relates to the domain to which it belongs, and in the workplace context this
raises the issue of responsibility, in that - other than in a test setting - not every
individual will be responsible for resolving a given problem. For example, a power
outage in an office is a serious problem but dealing with it is not usually part of the
The scope of a problem was defined by Reeff et al. (2005) as the extent of the
comparison of bids from potential suppliers can present problems on very different
PROBLEM SOLVING IN EVERYDAY OFFICE WORK 6
levels, not knowing how to calculate acquisition prices is clearly a high-level problem,
whereas not being able to find the sum function in the spreadsheet software is a low-
level problem. The issue of level has been little discussed in the context of problem
solving. This distinction between high- and low-level problems corresponds roughly
to the distinction between mistakes and slips or lapses that is recognised in research
problem solving in the workplace because they can lead to misinterpretation of data.
role of emotion and motivation has increasingly attracted attention. There has been
interest in determining which emotions promote or hinder problem solving. The data
are inconsistent, but negative emotions have been found to have advantages in very
restrictive situations where the attentional load is high and exact processing is
creative, collaborative problem solving (Isen, 2000; Schwarz & Skurnik, 2003;
Spering, Wagener, & Funke, 2005). Schwarz and Bless (1991) reported that negative
work settings where there are often opportunities to reduce one’s effort or escape the
problem by asking for help or passing the problem on to someone else. One might
argue however, following Rausch’s (2012) discussion of emotions and errors, that
Yet another difference between problem solving in the workplace and in most
are sites of vital social interactions and many everyday work problems are solved
through teamwork (Candy & Matthews, 1998), however this raises the issue of
is clear that certain approaches are more desirable than others in a workplace
fighter - someone who tries to solve problems alone and unaided - and the
lone fighter runs the risk of failing or reaching a sub-optimal solution, by shunning
assistance lone fighters not only restrict their own learning opportunities, they also
fail to disseminate their solutions and problem solving skills. From a normative
perspective the ‘lone fighter’ approach seems permissible for specialists whose role
company). Freeriders do not function as problem solvers and they do not learn from
others because they pass on problems completely and immediately rather than
dealing with them; this approach seems acceptable if the problem is outside the
scope of one’s duties, for instance it is due to an error that can only be corrected in
another department. It is clear that in most situations, where the problem lies within
one’s responsibility the optimum response is somewhere between that of the lone
strategy for achieving high performance and fostering learning. In our view, learning
PROBLEM SOLVING IN EVERYDAY OFFICE WORK 8
from cooperative, collaborative problem solving requires that the problem solver
remains the process owner even when other people are involved in each step of the
problem-solving process:
the plan, but mentally follows and reconstructs the action sequence.
• Evaluation: The problem solver implements the plan unaided, but others
provide feedback.
Ultimately, the point is whether the problem solver activates, develops, or acquires a
solution (i.e., a productive action scheme) for the problem situation. This requirement
(Rausch, 2011, p. 98; translated by the authors) based on the ideas of Hacker and
Table 1.
Complex problem solving is particularly likely to require the use of multiple sources
and multiple loops. Our third research objective was to determine which sources of
Table 1 also illustrates the relationship between problem solving and learning
problems using principles and (5) selection of effective solution strategies (Billett,
effort and deliberate practice (e.g., chess or football). A relative definition simply
distinguishes at group level between the superior performance of the ‘expert’ group
and the inferior performance of the ‘novice’ group (Chi, 2006). This latter approach
seems suitable especially for domains in which there is no international visibility for
expertise based on practical experience in the domain (Tynjälä et al., 1997; van Gog,
2012). Our fifth research objective was to distinguish between novices (i.e. trainees
with limited domain experience) and experts (i.e. skilled employees) in terms
Research questions
• RQ2: How are problems typically detected and what are the typical emotional
responses?
• RQ3: What approaches are typically used to solve everyday office work
problems?
• RQ5: What are the differences between experts and novices in terms of
Method
Diary method
To gain insight into everyday problem solving in office work, data should be
standardised online diary to collect data. In diary studies, respondents are usually
guidelines at a given time, in their natural setting. Diaries are useful when the
research instrument is increasing, but to date there have been no diary studies of
application using HTML, Java Script, PHP, and mySQL) because computers with
Internet access were available and our participants were comfortable using the
medium. The diary was structured according to the typical phases of the problem-
solving process. Most of the items are phrased fairly generally so that the diary can
question about ‘what helped to solve the problem’ was ‘My own specific knowledge
PROBLEM SOLVING IN EVERYDAY OFFICE WORK 12
and skills in this domain’). Only a few items were adapted to the context of office
times a day’ to 5 = ‘less than once per month’), possible consequences for oneself,
for other people in the company, for the company as a whole, for external
assessed on a six-point Likert scale ranging from 1 = ‘no time pressure at all’ to 6 =
‘very high time pressure’. The second section asked respondents to indicate their
emotional state at the time the problem was detected using a circumplex model of
emotions (Rausch, 2012; see Figure 2, Appendix 1). Several emotional states were
arranged in a circle diagram, the valence of the emotion was represented on the x-
axis and the level of arousal on the y-axis. Participants were asked to select up to
three emotional states out of eight and indicate the intensity of each on a scale from
1 = ‘a little’ to 3 = ‘very’; all unselected states were coded 0. The third section
consisted of seven closed items assessing problem complexity. Three items asked
about potential causes. The fourth section consisted of questions about the solution
to the problem. Participants were asked to assess the quality of the solution on a six-
point Likert scale (1 = ‘very bad’ to 6 = ‘very good’), we also requested a free-text
description of the solution. Seven additional items were based on the set of potential
solution sources (Table 1), the utility of each potential solution source was to be
assessed on a Likert scale ranging from 1 = ‘no help at all’ to 6 = ‘a great help’. In the
fifth section participants were asked to rate how much they had learned from their
involvement with the problem on a Likert scale ranging from 1 = ‘nothing at all’ to 6 =
PROBLEM SOLVING IN EVERYDAY OFFICE WORK 13
‘a lot’ and provide a free-text description of what they had learned. Altogether, the
Research design
Data were collected between May and June 2012. Volunteer participants were
asked to fill in the diary over about four weeks and were requested to record one or
Previous field tests had been conducted to ensure that the online diary was
compatible with the company’s technical infrastructure and could be used without
problems. Participants attended a workshop prior to the diary period to ensure that
they were technically competent at using the online diary and, more importantly, to
before and after the diary period. These questionnaires elicited biographical
information, personality data (Big Five), information on vocational interests and error
orientation and included several scales measuring reflective ability. The second
questionnaire also included an assessment of the online diary and its usability. Both
questionnaires were administered online. This report focuses on the diary data.
Sample
beginning of the study the trainees had been working in their respective departments
for 4 weeks on average (min = 2; max = 8; SD = 2.45); the skilled employees had
been working there for 2.3 years on average (min = 1; max = 3; SD = 0.84). This
PROBLEM SOLVING IN EVERYDAY OFFICE WORK 14
enormous difference in experience was the basis on which they were classed as
novices and experts (Chi, 2006; van Gog, 2012). The average age of the trainees
was 18.5 years (min = 17; max = 20; SD = 1.20). The average age of skilled
employees was 23.2 years (min = 20; max = 27; SD = 2.49). Overall 64 problems
were recorded (trainees: 33; skilled employees: 31), each participant recorded an
questionnaire participants were asked to assess the extent to which various reasons
had contributed to their not having recorded more problem cases on a five-point
Likert scale ranging from 1 = ‘strongly disagree’ to 5 = ‘strongly agree’. The reason
most strongly endorsed was ‘There were no more problems to record’ (mdn = 5; M =
4.33; SD = 1.16), followed by ‘I had no time for more entries’ (mdn = 4; M = 3.42; SD
= 0.90). Participants did not report any problems using the software.
Data analysis
The qualitative data, i.e. the free-text responses were subjected to qualitative
(Cohen’s kappa). Content analysis was performed by two raters, one of the authors
have reported median (mdn), mean value (M) and standard deviation (SD) as well as
minimum (min) and maximum (max) for quantitative data. Where appropriate we also
with the Lilliefors correction. The points on the Likert scales used in the diary were
intended to be equidistant and we treated the scales as interval scales; this may be a
strong assumption for some variables. We have reported mean values and standard
deviations whilst recognising that these statistics may be of limited validity for
PROBLEM SOLVING IN EVERYDAY OFFICE WORK 15
describing the distributions of some data. Mean differences were assessed with the
Mann-Whitney U test. Effect size was assessed using Cohen’s d; d > 0.20 indicates a
small effect, d > 0.50 indicates a medium effect and d > 0.80 indicates a large effect
(Cohen, 1988). In view of the exploratory nature of the research we used p < 0.10 as
the criterion for significance; the Bonferroni-Holm correction was used to control for
Results
• ‘Workshop participants had been invited to a room that was already booked for
that time. An alternative room could not be found and the date of the workshop
• ‘An order had to be entered into the ERP (enterprise resource planning
software), but this was not possible because of the overrun credit limit.’
• ‘The number of remaining days of annual leave entered on a holiday form was
• ‘Additional product information was necessary for shipping overseas, but you
categories of problem source, (1) lack of experience: 39%; (2) organisational barrier:
19%; (3) technical barrier: 15%; (4) conflict of opinion: 11%; (5) conflict of resources:
9%. Five cases (8%) did not fit any category. We found however that there were two
PROBLEM SOLVING IN EVERYDAY OFFICE WORK 16
major problems with this approach, first, problem selection, priorities and the details
given in the free text description were entirely controlled by participants and the data
were very subjective and in some cases minor changes to these variables would
the text material was not satisfactory; this was reflected in a low Cohen’s kappa, =
.56.
asked how frequently they encountered the type of problem they were reporting, with
problems occurred roughly once a week (33%), or roughly once a month (30%). Less
than 5% of the problems occurred several times a day and 14% roughly once a day.
The remaining problems (19%) were classified as occurring less than once a month.
indicated that the negative consequences were greatest for the entire company;
however these data were positively skewed, reflecting generally low ratings of the
negative consequences for all parties (floor effect). In contrast problems were
was rated on a six-point Likert scale from 1 = ‘no time pressure at all’ to 6 = ‘very
‘yes’; ‘partly’ or ‘no’ (e.g. ‘There were several conflicting goals’). Whilst recognising
complexity were equally weighted to give a single index ranging from 0 = ‘no
PROBLEM SOLVING IN EVERYDAY OFFICE WORK 17
complexity’ (i.e. all items were rated ‘no’) to 1 = ‘maximum complexity’ (i.e. all items
were rated ‘yes’). Eight problems had a complexity index score of less than 0.10 (M =
0.30; SD = 0.19; min = 0.00; max = 0.79) and one case actually had a score of 0.00.
Given that participants had been asked to record typical problems on a daily basis
the moderate mean complexity score was not surprising, but because the instrument
was new no reference values were available. Complexity and urgency were
Free-text responses to the question about how the problem was detected were
classified into four categories: (1) ‘monitoring’ i.e. alertness during a task and careful
re-examination after task execution (44% of problems); (2) ‘augmented feedback’ i.e.
specific feedback from a technical system e.g. alarm messages, error prompts,
problem reports etc. (27% of problems); (3) ‘feedback from colleagues’ (25% of
problems); (4) ‘feedback from external people’ (2 problems; 3%). There was only one
problem for which we were unable to classify the method of detection. Inter-rater
= .71).
A second question in this section asked about the emotional states that
followed the detection of a problem. Table 2 gives descriptive statistics for emotional
Table 2.
Notes: recorded problems: n = 64; neg = negative emotional state; pos = positive emotional state; high = high
arousal; low = low arousal (scale ranged from 1= ‘a little’ to 3 = ‘very’, a maximum of 3 out of 8 emotional states
could be selected for each problem, unselected states were coded ’0’).
emotional states, such as irritation, annoyance, anger, nervousness, worry, fear, but
was also associated with positive emotional states, such as feeling motivated,
delighted, curious, confident, happy or glad. High arousal was common to nearly all
emotional responses; emotional states associated with low arousal were rarely
reported. The relatively high standard deviation for this variable - and the fact that the
full range of possible answers was used - indicated that detecting a problem could
or afraid was correlated with the urgency of a problem (r = .28, p = .02) and with its
the problem was detected as a result of feedback from others (categories 3 and 4)
rather than as a result of one’s own activities (categories 1 and 2), the opposite
pattern was found for positive emotions but the differences were not significant.
Participants were asked to assess the quality of the solution using a six-point
Likert scale ranging from 1 = ‘very bad’ to 6 = ‘very good’. The solution was rated 1 or
PROBLEM SOLVING IN EVERYDAY OFFICE WORK 19
2 for only 2% of problems, whereas for more than 50% of problems it was rated 5 or
Table 3.
specific knowledge and skills and information retrieval, which were similarly rated.
Trial and error played only a marginal role in solving the problems in our sample. We
also asked participants about the extent of their own contribution to the solution to
the problem, which, on average, they rated as rather high (mdn = 4; M = 4.35; SD =
The final section of the diary asked the participants how much they had
learned from dealing with the problem. The answers indicated that problems
generally presented substantial possibilities for learning although, once again, the
PROBLEM SOLVING IN EVERYDAY OFFICE WORK 20
standard deviation was high (mdn = 4; M = 3.76; SD = 1.59; min = 1; max = 6).
proved problematic because the responses did not align well with the deductively
derived classification system. This consisted of five categories: (1) learned a new
task; (2) learned new operations/ variants /aspects of a task; (3) developed a routine
procedure for a task, (4) learned general behaviour patterns and (5) learned nothing
at all. Nearly all descriptions fell into categories 2 (62%) and 3 (30%) and inter-rater
problem correlated with their rating of problem complexity (r = .30, p = .02) and was
also correlated with feeling nervous, worried or afraid (r = .31, p = .02). Participants’
assessment of how much they had learnt from a problem was not correlated with
during everyday office work. Table 4 gives comparisons of group means for the
variables investigated.
Table 4
Experts Novices
mdn M SD mdn M SD p d
Problem characteristics
Calm/ even-tempered/
0 0.42 0.99 0 0.39 0.97 .92 0.03
daydreaming
Problem solution
My intense thinking,
5 4.16 1.31 3 3.34 1.40 .03 0.60
deliberation and reflection
My use of trial and error 1 1.90 1.30 2 2.73 1.73 .09 0.52
Learning outcomes
Notes: problems nExperts = 31; problems nNovices = 33; p = p-value for Mann-Whitney U test; d = Cohen’s d; * =
significant at p < .10 after Bonferroni-Holm correction.
after applying the Bonferroni-Holm correction for multiple comparisons the only
significant difference between experts and novices was for ‘My search through
therefore tentative.
In our sample experts considered that they had faced more complex problems
than the novices reported encountering, this effect was of medium size; there were
consequences of their problems as greater for the company (p = .00; d = 1.79) and
for external stakeholders (p = .00; d = 0.93) than novices. It appears that problems
Experts reported more high arousal, negative emotional states after detecting
problems than novices; but in interpreting this result it is important to consider the
subjective difference in the complexity of problems dealt with by the two group, it is
likely that many of the ‘problems’ faced by novices would not bother the experts and
Experts and novices provided similar ratings for solution quality and personal
experts considered that their specific knowledge and their intense deliberation were
more important whereas novices relied more on searching for information and
support from others, although support from others was also the source of choice for
PROBLEM SOLVING IN EVERYDAY OFFICE WORK 23
experts. There was no group difference in assessment of how much they learnt from
diary procedure was used in order to gain in situ insight into problem solving. Skilled
In our sample the typical problem occurred roughly once a week or once a
month and had few potential negative consequences although the time pressure was
from 0 = ‘no complexity’ to 1 = ‘maximum complexity’. The mean complexity score for
problems reported in this study was moderate, 0.30, indicating that the problems
were not perceived as very complex. Participants were requested to report on a daily
basis however, so it is unsurprising that only a few of the problems recorded were
Problem detection was associated with high arousal in both negative and positive
emotional states. Problem detection as a result of feedback from others was more
likely to trigger negative emotional states than detecting a problem oneself. Feelings
of nervousness and worry were also connected to the perceived complexity and
problems was to seek support from others; neither trial and error nor information
PROBLEM SOLVING IN EVERYDAY OFFICE WORK 24
retrieval strategies were much used. On further reflection it is not very surprising that
trial and error is not a common approach to problem solving in the workplace; in the
may be serious and irreversible. Doubtless there are plenty situations in which trial
and error is advisable, for instance when searching for the appropriate way to enter a
insignificant that they are not even perceived as ‘problems’, let alone as worth
mentioning in a problem diary. Although trial and error is used in the workplace it is
considered problem solving. Does ‘getting by with a little help from your friends’ still
The problem is still solved, but one might conclude that the individual who detected
and recorded it did not solve it. This is an important point when considering the
1995), so from this perspective it is not surprising that individuals often make use of
social support when solving problems. In the Introduction we emphasised that for an
he or she, at the least, mentally follows the solution even if it is not implemented by
him or herself. It was therefore not surprising that in this study perceived learning
from a problem was not correlated with personal contribution to the solution.
learning from a problem was correlated with perceived complexity and also with
nervousness and worry at the time the problem was detected. This implies that one
Unsurprisingly experts faced more complex problems and they were more likely than
novices to solve problems using domain-specific knowledge and skills. For novices
social support was by far the most important problem-solving resource. However,
cooperation and collaboration remain important sources for problem solving even for
covering situations that might be experienced as problems by novices, but when they
do not have a routine for handling a situation they too will seek help from others.
problem than novices. One might have expected that trainees with only a few weeks
of experience would feel, for instance, more nervous. There are several plausible
explanations for this finding. Further exploratory analyses showed that experts
considered that the potential negative consequences of the problems they handled
experts is greater; however it may be that trainees are simply not aware of the full
range of negative consequences or they might think that, as trainees, they will not be
held responsible for those consequences and therefore worry less. Experts’ negative
PROBLEM SOLVING IN EVERYDAY OFFICE WORK 26
emotional responses may also function as an alarm system for possible hazards (see
theory’, Endsley, 1995) and thus reflect their competence. It is also possible that
skilled employees face generally higher time pressure and a higher workload than
trainees and that this is reflected in a more negative emotional response to problems.
Limitations
participants is typical when using diary procedures; some participants recorded more
problems than others. This may have resulted in biases, such that particular problem
for problems of this type, but our sample was much too small to use this approach.
for this study is an easy to use instrument that facilitates comparisons of perceived
complexity. The supplementary free-text fields were of limited value as the scarcity
and diversity of text often impeded analysis. In most instances the inter-rater
reliability of content analysis of free-text fields was rather poor and we therefore
understanding of the term ‘problem’ reduced what would otherwise have been a
PROBLEM SOLVING IN EVERYDAY OFFICE WORK 27
higher response rate because, when asked why no further problems had been
recorded, most participants stated that there had not been any other problems. We
assume that many problems, especially those that are solved quickly, remain
problems but future research should make further efforts to ensure that participants
share the researchers’ definition of ‘problem’. The small sample size was a major
limitation and the generalisability of our findings is therefore questionable. This was
an exploratory study however; our results should provide a foundation for further
diary format that fits a wide range of problems, as we did, precluded the collection of
rich data on the specific details of problems. Further field work, for instance
observations, expert interviews or, in the case of Vocational Education and Training
structure of a given domain. Such domain models are required for the development
of instruments for assessing vocational and professional competence, but they also
support curriculum development and the design of workplaces under the perspective
of lifelong learning.
PROBLEM SOLVING IN EVERYDAY OFFICE WORK 28
as intelligence, complex problem solving skills (CPS) or Big Five personality factors
real-life contexts.
Acknowledgements
Our thanks go to our former Master students Benjamin Brosi, Matthias Hoffmann,
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Appendix 1
A1) Please give a brief, accurate summary of the problem (without mentioning names
A2) How often are you faced with this kind of problem?
- once a day
- once a week
- once a month
- less frequently
A3) Please assess the possible negative consequences of this problem (from 1 = ‘no
… yourself
… other
A4) Please assess the urgency of the problem (from 1 = ‘no time pressure at all’ to 6
B1) Please describe how you became aware of the problem (without mentioning
B2) Please specify how you felt at the moment when you became aware of the
problem. Choose up to three emotional states. Marking a large circles at the outer
edge represents a strong feeling Small circles near the centre represent weaker
feelings (from 1 = ‘a little’ to 3 = ‘very’; emotional states, which were not chosen were
coded as 0).
In the following questions we are interesting in how you initially assessed the problem
C1) Which of the following descriptions was applicable to the problem situation?
- Initially, I did not know what a good solution would look like.
C2) What were the causes of the problem? (‘yes’, ‘partly’, ‘no’)
Please answer the following questions only if the problem has been solved.
D1) Please describe in detail how, when and by whom the problem was solved
How do you rate the quality of the solution? (from 1 = ‘very poor’ to 6 = ‘very good’; or
Which of these factors contributed to solving the problem? (from 1 = ‘no help at all’ to
6 = ‘a great help’)
- Good luck
How important was your personal contribution to solving the problem? (from 1 = ‘I did
E) Gained experience
E1) How much have you learnt from dealing with this problem? (from 1 = ‘nothing at
all’ to 6 = ‘a lot’)
E2) Please describe what exactly you have learned (without mentioning names or