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. 2024 Mar 1;8(3):e23.00134. doi: 10.5435/JAAOSGlobal-D-23-00134

An Analysis of Participant Preferences Regarding Virtual Versus In-person Format of Orthopaedic Surgery Educational Materials in Low- and Middle-Income Countries

Michael J Flores 1, Kelsey E Brown 1, Madeline C MacKechnie 1, Jamieson M O’Marr 1, Patricia Rodarte 1, David W Shearer 1,
PMCID: PMC10906641  PMID: 38437056

Abstract

Introduction:

The University of California, San Francisco Institute for Global Orthopaedics and Traumatology Surgical Management and Reconstructive Training (SMART) course has instructed orthopaedic surgeons from low-resource countries on soft-tissue reconstruction. Before the COVID-19 pandemic, the course was conducted in-person; however, it was transitioned to a virtual format during the pandemic. The aim of this study was to determine participant preferences regarding a virtual or in-person SMART course format.

Methods:

Survey data were collected via e-mail after each SMART course using RedCap or Qualtrics. Statistical analyses were conducted using Stata.

Results:

There were 247 survey respondents from 44 countries representing all world regions, with Africa (125, 51%) the most represented. Of those who attended both an in-person and virtual course, most (82%) preferred the in-person format. In addition, all measured course outcomes were significantly better for participants attending the in-person course. The most common reason for not attending an in-person course was the cost of travel (38, 51%).

Discussion:

This study demonstrated a preference toward in-person learning for the SMART course. In addition, those surgeons participating in the in-person course endorsed increased positive outcomes from the course. Increased emphasis should be placed on in-person surgical skills training for low-resource surgeons.


The Institute for Global Orthopaedics and Traumatology (IGOT), founded in 2006 by orthopaedic surgeons from the University of California, San Francisco (UCSF), builds international academic partnerships to find long-term solutions to the high burden of musculoskeletal disease in low- and-middle income countries (LMICs).1,2 Through the core pillars of education, research, leadership, and advocacy, IGOT has facilitated international knowledge exchange, conducted multiple research projects including randomized controlled trials, and organized international continuing education courses, with the most prominent being the Surgical Management and Reconstructive Training (SMART) course.1,3,4

Since its inception in 2014, the SMART course has focused on teaching orthopaedic surgeons from LMICs on how to manage soft-tissue reconstruction in low-resource settings, where plastic surgeons are often not available.4 Currently, the SMART course covers a variety of additional topics across the orthopaedic surgery subspecialties, with an emphasis on musculoskeletal trauma. The SMART course, and other similar short-term surgical education courses, have demonstrated efficacy for increasing surgical skills and increasing the adoption of new procedures in LMICs.5,6

Before the start of the coronavirus (COVID-19) pandemic, the SMART course was conducted in-person at UCSF as well as in Mexico, Nepal, and Tanzania. The in-person courses were usually held over 2 days and included a mixture of didactic lectures, case discussions, and cadaveric dissection sessions to teach surgical techniques and approaches.4 However, during the pandemic, in-person courses were paused, and in an effort to continue with education efforts, the course was moved online to a live webinar format. The live webinar format consisted of similar didactic sections and recorded laboratory sections demonstrating various techniques. After each in-person course and live webinar, quality improvement surveys were conducted to assess the effectiveness and satisfaction with the material presented. The aim of the current study was to compare participant experiences and determine participant preferences for either the virtual or in-person SMART course format.

Methods

Study Design

Data were collected as a part of ongoing quality improvement efforts for the SMART course. After each in-person course and webinar, IGOT staff emailed participants a survey to assess their satisfaction with the course and identify opportunities for improvement. With the evolution of the COVID-19 pandemic and the greater likelihood of resuming in-person courses, e-mail addresses from all previous in-person and virtual courses were compiled and sent a survey assessing preferences regarding the in-person versus virtual course format.

The survey included questions about demographics, past course attendance, preferences regarding each course format, and subjective accomplishment of various course outcomes. Surveys were designed by the study authors for the purposes of this study and were not validated. The surveys comprised a variety of question types, including multiple choice, five-point Likert scales, multiple answer selection, and free-text responses designed to assess a participant's feelings regarding their experiences with in-person and/or virtual SMART courses they had participated in. The survey was distributed in both English and Spanish to all participants to account for the regional specific languages.

Data Management and Statistical Analysis

All surveys were conducted and stored on Qualtrics and RedCap, which are secure web-based applications.7,8 Data from both language versions were aggregated and cleaned. Descriptive statistics were used to compare participant experiences and preferences. Student t-tests were used to compare the means of all course outcomes between the in-person course and the virtual course. The Bonferonni correction was used to account for multiple comparisons with significance set at P < 0.0056. All statistical analysis was conducted with StataSE 17.9

Ethical Approval

The protocol for this study was approved by the University of California, San Francisco Institutional Review Board. The study was determined to be exempt under the protocol number 21-35660.

Results

There were 1515 e-mail addresses compiled from prior SMART courses over the 12-year period, with 247 (16%) participants, primarily from courses conducted since 2017, responding to the course format survey. Respondents represented 44 countries from all world bank regions, with Africa (125, 51%) the most represented, followed by South Asia (34, 14%), Latin America (27, 11%), East Asia (26, 11%), the Middle East (12, 5%), North America (5, 2%), and Europe (4, 2%). Tanzania (32, 13%), Nepal (28, 11%), and Nigeria (22, 9%) were the most represented countries. Most survey respondents were orthopaedic surgeons from teaching tertiary/referral hospitals with more than 5 years of surgical experience, as can be seen in Table 1.

Table 1.

Demographics

Survey Respondents n = 247
Survey language
 English 236
 Spanish 11
Training level
 Surgeon 200
 Trainee 40
 No response 7
Specialty
 Orthopaedic surgeon 180
 General surgeon 11
 Other 4
 No response 53
Years of practice
 1–5 years 76
 6–10 years 46
 >10 years 73
 No response 52
Hospital type
 Tertiary/referral hospital 163
 Secondary/regional hospital 54
 Primary/district hospital 21
 No response 9
Teaching hospital
 Yes 191
 No 47
 No response 9
In-person course attendeda n = 155
 San Francisco 83
 Tanzania 56
 Nepal 18
 Mexico 6
 Other 8
Virtual course attendeda n = 138
 Open fracture management 81
 Pelvic fractures 50
 Limb deformities 29
 Tibial plateau fractures 45
 Advanced flaps 52
 Pelvic ring injuries 50
a

Respondents may have attended multiple courses.

Course characteristics and preferences were recorded, as can be seen in Table 2. Of those who attended an in-person course (155, 63%), the majority attended either the San Francisco (83, 54%) and/or Tanzania (56, 36%) SMART courses. More than half of the participants (59%) attended the last 2 SMART course available in-person (2018 to 2019), with 35 (23%) being repeat in-person course participants. There were 75 participants who listed reasons for having not attended an in-person course. The most common reasons for not attending an in-person course were the cost of the course/travel (38, 51%) and the COVID-19 pandemic (32, 43%). Of those who selected that they were not aware of an in-person course (34, 45%), there were 24 (71%) who stated that they would attend the course, but 10 respondents (29%) stated that they would not. Overall, there were 215 (87%) of the total survey participants who either agreed or strongly agreed that in-person courses should resume.

Table 2.

SMART Course Characteristics and Preferences

In-Person SMART Course Virtual SMART Course
Why not attend in-person Course?a n = 75 Why not attend virtual Course?a n = 87
Was not aware, but would attend 24 Was not aware, but would attend 39
Was not aware, but would NOT attend 10 Was not aware, but would NOT attend 5
COVID-19 32 COVID-19 0
Difficulty accessing 8 Difficulty accessing 12
Time of course 5 Time of course 26
Length of course 1 Length of course 1
Structure of course 0 Structure of course 1
Content of course 0 Content of course 1
Ability to focus 0 Ability to focus 6
Level of participation 1 Level of participation 5
Ability to network 7 Ability to network 10
Travel cost 38 Travel cost 0
Other 7 Other 11
Why prefer in-person Course?a n = 49 Why prefer virtual Course?a n = 6
Structure 29 Structure 2
Content 23 Content 3
Ability to focus 43 Ability to focus 3
Level of participation 39 Level of participation 4
Ease of access 14 Ease of access 6
Ability to network 23 Ability to network 2
Travel 9 Travel 3
Cost 1 Cost 4
Other 5 Other 0
a

Respondents could select multiple answers.

There were 138 participants (56%) who attended a virtual course, with the course on open fracture management being the highest attended (81, 59%). There were 87 participants who listed reasons for having not attended a virtual course. The most common reasons for not attending a virtual course were the timing of the course (26, 30%), an inability to access the webinar because of lack of Internet or a computer (12, 14%), an inability to focus and/or participate during the webinar (11, 13%), and an inability to network with other surgeons in the virtual format (10, 12%). Of those who selected that they were not aware of an in-person course (44, 51%), there were 39 (89%) who stated that they would attend the course and 5 participants (11%) stated that they would not.

Of the 60 participants who had attended both versions of the course, there were significantly more respondents who preferred the in-person SMART course format (49, 82%) over the virtual format (6, 10%). Of those who preferred the in-person format, the most common reasons listed were an increased ability to focus (43, 88%), participate (39, 80%), and the structure of the course (29, 59%). Notably, the content of the course and the ability to network with other surgeons were also listed by 23 surgeons each (47%). Of the six participants who preferred the virtual format, all of them listed the ease of accessing the content as a reason for their preference. The ability to participate and the cost-effectiveness of a virtual course were also listed by four participants. There were an equal number of participants who preferred the virtual course live versus recorded.

Outcomes from both the in-person and virtual course were recorded, as shown in Table 3. Of those who attended the respective courses, 58 participants (37%) and 25 participants (18%) listed outcomes from the in-person and virtual SMART courses, respectively. Most participants selected “strongly agree” or “agree” for all SMART course outcomes. More participants selected “strongly agree” in the in-person course than the virtual course. In addition, there were nine participants who selected “disagree” regarding outcomes to the virtual course while no participants marked “disagree” for the in-person course. Overall, there was a statistically significant difference between all outcomes favoring the in-person over the virtual SMART course.

Table 3.

Mean Outcomesa of In-Person Course (IPC, n = 58) Versus Virtual (Web, n = 25) Course.

Outcome Measured IPC Web P
Gained new knowledge 4.60 4.08 0.0001b
Gained new skill 4.66 3.60 <0.0001b
Course was organized 4.48 4.00 0.0014b
Course pace was appropriate 4.35 3.68 <0.0001b
Course was relevant 4.55 4.20 0.0112b
Participant able to focus 4.55 3.60 <0.0001b
Participant able to participate 4.40 3.44 <0.0001b
Participant used gained skills 4.60 3.58 <0.0001b
Participant has changed practice 4.48 3.76 <0.0001b
a

Outcomes were ranked from “strongly disagree” (1) to “strongly agree” (5).

b

Statistically significant.

Discussion

This study identified participant preferences regarding the IGOT SMART course in an in-person versus a virtual format. Of the 247 global survey respondents, most (87%) agreed that in-person courses should resume. Of those who attended both an in-person and virtual course, most (82%) preferred the in-person format. In addition, mean outcomes were markedly better for participants attending the in-person course.

The value of virtual versus in-person training has been a major debate throughout the COVID-19 pandemic. During the pandemic, most educational experiences have transitioned at least temporarily to the virtual format out of necessity, and much research has been conducted regarding virtual surgical education. Many studies have shown positive attitudes toward a virtual format.10-13 As was shown in this study, participants in these studies look positively on the ease of access and availability of the virtual format. In addition, the cost of the training course and/or travel is often a significant barrier in LMIC settings, as evidenced by this study, and can be potentially overcome through the implementation of a virtual course. Travel restrictions and COVID-19 protocols have made the value of virtual training even more apparent in recent years. However, most virtual courses focus on lecture-based materials, nontechnical content, and/or trainee-level education. Although virtual reality has been shown as an effective teaching method for technical skill development by multiple randomized-control trials, this type of virtual training is often not accessible to LMIC surgeons and is not tailored toward group participation.14-16

Despite the benefits of virtual learning, most of the study participants prefer the in-person training format. The stated drawbacks of virtual courses demonstrated in this study, including internet access, scheduling conflicts, and decreased ability to focus, are consistent with other studies.11,12 Notably, many of the studies focusing on surgical education were conducted in high-resource settings, so the drawbacks and barriers to the virtual format are likely exacerbated in LMIC settings. For example, as of 2020, only 49% of Tanzanians, the largest cohort of participants in this study, had access to the Internet.17

One major barrier presented in this study was the lack of awareness surrounding the availability of the SMART course. Although emails were consistently distributed to the participants about the courses, relatively few were aware of them. This may further demonstrate the limited reliability of electronic communication in LMIC settings. In addition, it has been shown that the most-worked trainees often have more negative feelings toward virtual training courses, which possibly translates to the overwhelming workloads of surgeons in LMIC settings.12

This study demonstrated superior outcomes when participating in the in-person course relative to the virtual courses. This is likely due to the cadaver-based surgical skills training sessions available in the in-person setting that were not available in the virtual setting. There have been relatively few studies analyzing the effect of in-person versus virtual surgical skills training. Some studies have looked at performance in medical education and/or technical skills, but with varying results.18,19

There are several limitations to this study. This study was a survey-based investigation with relatively low statistical power given the sample size. In addition, multiple participants only attended one of the course formats, which could bias their preferences. Additional research is needed to further investigate in-person versus virtual surgical training and outcomes.

Conclusion

This study demonstrates that there is a preference toward in-person learning for participants of the IGOT SMART course. In addition, those surgeons participating in the in-person course endorse increased positive outcomes from the course. Increased emphasis should be placed on in-person surgical skills training for LMIC surgeons. In addition, increased efforts should be made to advertise and fund these opportunities.

Footnotes

Author contributions: Flores: Conceptualization, Methodology, Analysis, Writing. Brown: Conceptualization, Methodology, Analysis, Writing. MacKechnie: Conceptualization, Methodology, Writing. O’Marr: Analysis, Writing. Rodarte: Analysis, Writing. Shearer: Conceptualization, Methodology, Writing.

None of the following authors or any immediate family member has received anything of value from or has stock or stock options held in a commercial company or institution related directly or indirectly to the subject of this article: Mr. Flores, Mr. Brown, Ms. MacKechnie, Mr. O’Marr, Ms. Rodarte, and Dr. Shearer.

Contributor Information

Michael J. Flores, Email: michael.flores@yale.edu.

Kelsey E. Brown, Email: kelsey_brown@brown.edu.

Madeline C. MacKechnie, Email: madeline.mackechnie@ucsf.edu.

Patricia Rodarte, Email: patricia_rodarte@brown.edu.

David W. Shearer, Email: david.shearer@ucsf.edu.

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