IJLTER.ORG
p-ISSN: 1694-2493 e-ISSN: 1694-2116
International Journal of Learning, Teaching And Educational Research
Vol.10 No.2
PUBLISHER London Consulting Ltd District of Flacq Republic of Mauritius www.ijlter.org
International Journal of Learning, Teaching and Educational Research
The International Journal of Learning, Teaching and Educational Research is an open-access journal which has been established for the disChief Editor Dr. Antonio Silva Sprock, Universidad Central de semination of state-of-the-art knowledge in the Venezuela, Venezuela, Bolivarian Republic of field of education, learning and teaching. IJLTER welcomes research articles from academics, edEditorial Board ucators, teachers, trainers and other practitionProf. Cecilia Junio Sabio ers on all aspects of education to publish high Prof. Judith Serah K. Achoka quality peer-reviewed papers. Papers for publiProf. Mojeed Kolawole Akinsola Dr Jonathan Glazzard cation in the International Journal of Learning, Dr Marius Costel Esi Teaching and Educational Research are selected Dr Katarzyna Peoples through precise peer-review to ensure quality, Dr Christopher David Thompson originality, appropriateness, significance and Dr Arif Sikander readability. Authors are solicited to contribute Dr Jelena Zascerinska to this journal by submitting articles that illusDr Gabor Kiss trate research results, projects, original surveys Dr Trish Julie Rooney Dr Esteban Vázquez-Cano and case studies that describe significant adDr Barry Chametzky vances in the fields of education, training, eDr Giorgio Poletti learning, etc. Authors are invited to submit paDr Chi Man Tsui pers to this journal through the ONLINE submisDr Alexander Franco sion system. Submissions must be original and Dr Habil Beata Stachowiak should not have been published previously or Dr Afsaneh Sharif be under consideration for publication while Dr Ronel Callaghan Dr Haim Shaked being evaluated by IJLTER. Dr Edith Uzoma Umeh Dr Amel Thafer Alshehry Dr Gail Dianna Caruth Dr Menelaos Emmanouel Sarris Dr Anabelie Villa Valdez Dr Özcan Özyurt Assistant Professor Dr Selma Kara Associate Professor Dr Habila Elisha Zuya
VOLUME 10
NUMBER 2
February 2015
Table of Contents Factors that Perpetuate Test-Driven, Factory-Style Schooling: Implications for Policy and Practice ......................... 1 Karl F. Wheatley Teachers’ Perspective of their Role and Student Autonomy in the PBL Context in China ........................................ 18 Huichun Li and Xiangyun Du Is a Rubric Worth the Time and Effort? Conditions for Success .................................................................................... 32 Hiroshi Ito The Art of Teaching: Instructive, Authoritative and Motivational ................................................................................ 46 Diana Martinez, PhD Intercultural Understanding in the New Mobile Learning Environment .................................................................... 60 Daniel Chun How Home Economics Teachers in Norwegian Lower Secondary Schools Implement Sustainability in their Teaching? .............................................................................................................................................................................. 72 Else Marie Øvrebø WelWel: Proposal for a Collaborative/Cooperative Learning Model in the Cloud ................................................... 84 Luis Garcia and Maria João Ferreira User Behaviour on Google Search Engine ...................................................................................................................... 104 Bartomeu Riutord Fe
1
International Journal of Learning, Teaching, and Educational Research Vol. 10, No. 2, pp. 1-17, February, 2015.
Factors that Perpetuate Test-Driven, Factory-Style Schooling: Implications for Policy and Practice Karl F. Wheatley Cleveland State University Cleveland, Ohio, U.S.A.
Abstract. This article analyzes the factors that perpetuate test-driven, factory-style schooling, despite evidence challenging the efficacy of that approach. Both empirical and anecdotal evidence are presented to illustrate the failures of test-based accountability in the U.S., including the failures of specific policies to improve student outcomes, as well as evidence of collateral damage resulting from those policies. Factors that perpetuate testdriven, factory-style schooling include personal and institutional inertia, ignorance of the historical roots of factory schooling, ignorance of alternative educational paradigms, and The Overton Window—a narrow range of acceptable discourse that precludes discussing more productive alternatives. Other factors perpetuating factory-style schooling include misleading language and media coverage, bureaucratic tendencies, the profit motive, self-fulfilling prophecies regarding student motivation, traditional academic objectives and linear curricular sequences, and flawed and misleading research. Accountability policies and practices are discussed as a strategic political initiative that benefits wealthy and powerful members of society in multiple ways. Based on extensive experience with progressive education, the author presents eight suggestions for helping others transcend the factory model of schooling. Keywords: educational reform, paradigm change, accountability movement, progressive education, school organization
Introduction Thousands of years of history suggest that the schoolhouse as we know it is an absurd way to rear our young; it’s contrary to everything we know about what it is to be a human being. - Deborah Meier, vii, in Littky, 2004 There are multiple indicators that the policies that have gripped American education for the last decade are backfiring. These test-based accountability policies, despite being touted as “real reform,” have actually intensified the most
© 2015 The author and IJLTER.ORG. All rights reserved.
2
problematic features of traditional, factory-style schooling. In this article, I survey evidence that our current policy approach is backfiring, and provide a conceptual analysis of the many factors that perpetuate test-driven, factory-style schooling.
The Failures of Test-Based Accountability People who haven't darkened the door of a public school in decades have no idea how “accountability” has robbed those institutions of vitality, of zest, and of the intangible elements that make children want to succeed. There's only so much brow-beating, only so much drilling, only so many test-prep worksheets a small mind can endure without zoning out. Later, when the option is availed, that uninspired child will drop out. - John Young, Waco Tribune, 10/23/05
Evidence of Failures As a parent, countless other parents have complained to me that the high-stakes testing and increasingly standardized curricula and methods of the accountability movement have made their children’s schooling more stressful and less meaningful. Valuable activities such as play, project-based learning, the arts, and even science and social studies are being crowded out for more test preparation, often focusing only on reading and mathematics. Parents say that “everything is about the tests,” not real learning. With remarkable regularity, parents’ comments about what is happening in schools begin with “It’s crazy.” As a teacher educator, and as I have reported elsewhere (Wheatley, 2015a), when I now show my students videos of good teaching, their response has increasingly become to say, “I know that this is good teaching, and that this is what is best for children, and I would love to teach this way, but if I teach this way, I will be fired. I have to follow the mandated curriculum and teach to the tests.” This situation seems not only unacceptable, but also unethical. From a research perspective, graduation tests have not yielded any clear benefits (Musoba, 2011), high-stakes testing has increased student and teacher stress levels enormously, and reports abound of turned off learners and burned out teachers. Faced with seemingly-impossible performance demands, some teachers and administrators have even turned to cheating. Even for those with enormous faith in the meaning of test scores, in 2008-2012, during the most intensive period of testdriven schooling in U.S. history, the long-term trend scores for 17-year-olds on the National Assessment of Education Progress (NAEP) were flat in reading and mathematics, for both genders and all racial groups (National Center for Educational Statistics, 2013). And that lack of any discernible improvement came despite of, or perhaps because of, sacrificing other subjects and meaningful activities to focus narrowly on test preparation in two subjects. Making matters worse, creativity, often cited as the most important student outcome in the 21st century economy and world, has been declining since the beginning of the
© 2015 The author and IJLTER.ORG. All rights reserved.
3
standards movement (Kim, 2011), with the sharpest declines in the elementary years. Furthermore, student-initiated activities that allow students to practice the initiative and executive functioning required of adults in a participatory democracy and entrepreneurial economy have disappeared from many schools. Meanwhile, experiments to use student test scores to reward teachers have failed in Florida, Texas, Chicago, New York, and Nashville (e.g., Springer, et al., 2010), and psychometricians and professional societies have repeatedly pointed out that socalled value-added assessments are not intellectually defensible and should not be used to rate or reward teachers (Amrein-Beardsley, 2014). Aware of the harm that these policies are doing, and the lack of progress even on narrow indicators of traditional academics, the prestigious National Academy of Sciences has scolded the policymakers for basing these test-driven accountability policies on ideology, not evidence. None of these failures should surprise anyone broadly versed in educational research. There is voluminous research on the ways in which high-stakes testing backfires for students while fundamentally distorting education (Madaus, Russell, & Higgins, 2009; McNeil, 2000; Nichols & Berliner, 2007). Also, evidence of the distorting effects of high-stakes tests goes back centuries, to the civil service exams in China (Madaus, Russell, & Higgins, 2009). Furthermore, China, Singapore, and Korea, three countries with the most intensive high-stakes testing, are currently trying to escape the grips of such testing, because of the harms that testing has done to student learning, creativity, initiative, and mental health (Zhao, 2009). Moreover, for teachers, decades of research shows that merit pay does not improve performance in complex professions such as teaching (Perry, Engbers, & Jun, 2009). These findings call into question the core assumptions of accountability policies. Thus, there is ample evidence that America’s current policies, characterized by testdriven curricula within factory-style schools, are not merely unsuccessful, they are counterproductive on multiple fronts. These negative results could have been predicted from previous research and theory in educational psychology, motivation, curriculum, and comparative education. Indeed, many researchers and educators predicted these results before the accountability movement began.
Understanding the Repeated Failures to Correct Course When one accountability policy after another failed to improve education, U.S. policymakers seem to merely double down on the same approach, while educators and the public, despite believing that something is clearly wrong, often seem at a loss to propose coherent alternatives. Why? If, as the popular axiom says, “insanity is doing the same thing over and over again and expecting different results,” then why does American education seemed locked in a vicious cycle of repeating the same mistakes over and over again?
© 2015 The author and IJLTER.ORG. All rights reserved.
4
As a researcher and teacher educator, much of my time over the last decade has been spent trying to provide empirical answers to this broader question, and this research has identified three important sub-questions. First, why did so many Americans initially go along with education policies that make schools even more like factories, with even greater authoritarian control, much greater standardization of curricula and teaching methods, and marked intensification of high-stakes testing? Second, what sustains those policies and practices, even where their failures are apparent? Third, what can be done to change this situation, and to steer American education in a healthier direction? I have addressed the initial acceptance of traditional schooling elsewhere (Wheatley, 2015b), and primarily focus here on the second question, with some attention to the third question. To better understand these questions, during the past decade, I read over a hundred books, hundreds of research articles, thousands of news reports and blog posts, and have observed and participated in live and on-line discussions and debates. During that time, I posted over a thousand blog responses regarding educational policy. Based on this earlier broad-based research, I developed advocacy tools that I tried out with my early childhood teacher education classes and also used in public advocacy work, and I have reported on the results elsewhere (Wheatley, 2012, 2013). So, given this research, what explains the tendency of the American public and American educators to stick with test-driven, factory-style schooling even when its failures have become obvious—and perhaps even painful—to those directly involved in education? Numerous interconnected factors explain our continued use of a model of education marked by authoritarian control, factory-style organization, increasingly standardized goals, curricula, and teaching methods; and an almost singular focus on raising scores on high-stakes standardized tests in a few subjects.
Factors that Perpetuate Factory-Style Schooling The difficulty lies not in the new ideas, but in escaping from the old ones. - John Maynard Keynes, 1935 It is evident that the factors promoting factory-style schooling are overlapping, reciprocal, and sometimes operate on a psychological, sociological, and political level. These factors are also deeply rooted.
Inertia Individuals and institutions have great inertia—they usually continue doing what they have always done, and one of the simplest explanations why American schools are organized like factories and focused on test scores in 2015 is that this is how they have been operated for a long time. Thus, unless some significant failure or epiphany creates the disequilibrium necessary to provoke a profound change, individuals and institutions only make incremental changes.
© 2015 The author and IJLTER.ORG. All rights reserved.
5
The role of alignment in recent policies is critical for inertia. The more that educational goals, curricula, teaching methods, assessments, and other policies are tightly aligned, as they are with current policies, the more difficult it is to change any aspect of education, such as teaching methods. This dynamic exists because any changes in one part of the system bring it out of alignment with other parts of the educational system (e.g., assessments), which generally elicits pressure for everything to become aligned again. However, while the tightly aligned model of factory-style schooling creates enormous pressure for individuals to conform and not attempt meaningful changes in any aspect of education (e.g., stopping giving mandated tests), this feature also suggests the potential for rapid, transformative change. That is, if a tightly aligned system fails dramatically, it is easier to imagine people saying that we don’t just need to tinker with this or that aspect of the system: we need an entirely different approach to education. In this sense, better educating the public about the many ways in which the test-driven, factory-style schooling is backfiring for children, families, and the nation may well nudge the public to a tipping point at which they demand something substantially better.
Ignorance of Historical Roots Largely lost in the mists of history is the fact that our factory model of K-12 schooling was never designed to educate students for creativity, critical thinking, problem-solving, “21st century skills,” let alone for handling shared challenges such as terrorism or climate change. Rather, our school model was largely designed to assimilate disparate immigrants into a cultural uniformity and to educate the masses for dirty, mindless, and often dangerous factory work. Here is William Torrey Harris, U.S. Commissioner of Education from 1889 to 1906, in The Philosophy of Education (1893), describing the purposes and effects of formal schooling: Ninety-nine [students] out of a hundred are automata, careful to walk in prescribed paths, careful to follow the prescribed custom. This is not accident but the result of substantial education, which, scientifically defined, is the subsumption of the individual. There’s also a troubling analysis in Gatto (2006), that reports that the historian Henri Remarque blamed the carnage of World War I on “the tricks of the schoolmasters,” while German theologian Dieterich Bonhoffer said the Nazi atrocities were “the inevitable by-product of good schooling”—Prussian-style schooling designed to subvert moral judgment and action. In my experience, only a small minority of people knows of these obedience-oriented origins of our current education model. If more people were aware that our current factory model of school was intentionally designed to inculcate mindless conformity and train for factory work—rather than promote the broader goals we have for children and society today—we might be
© 2015 The author and IJLTER.ORG. All rights reserved.
6
more inclined to abandon the factory model and adopt a model better suited to our goals and modern world. Of course, there’s another built-in obstacle. People educated in schools that were custom-designed to promote obedience often struggle to think outside of the box, and if they do think such thoughts, were never educated in how to take decisive action to challenge the status quo.
Ignorance of Alternatives Suggestions were made in the previous section about conditions that might lead the public to demand better education, but another obstacle to this occurring is that the public knows very little about truly alternative educational approaches. Thus, while I’ve observed countless people over the last decade speak articulately about what they dislike about high-stakes testing or the Common Core State Standards (CCSS), most get pretty quiet when asked to describe what we should be doing instead. At best, most propose only minor tweaks in the traditional model (e.g., less or different high-stakes testing), not fundamental changes in how children are educated. The American public’s knowledge of alternatives to factory-style schooling may well be becoming more limited over time. While some truly innovative alternative approaches to education were moderately common in the 1960s-1970s, most of the people who experienced those years are retired or even passed away. Constructivist approaches to subject matter teaching and authentic assessment made some inroads in the 1990s, but these advances were mostly washed away by the advocates of traditional instruction, and then were largely eliminated by the wave of test-driven policies beginning with the No Child Left Behind Act (NCLB). Thus, with every year that passes, fewer citizens and prospective teachers know about the very successful alternatives to traditional schooling. Having only experienced testdriven schooling, they find it difficult to imagine any other possibilities.
Trapped Within The Overton Window Because Americans are most familiar with test-focused and factory style schooling, and also have limited knowledge of alternatives, it is not surprising that more Americans cannot articulate a clear alternative to this approach. Furthermore, because our own education prized conformity, it is perhaps also unsurprising that when Americans know of such educational alternatives, they often do not advocate vigorously for them. But what is truly remarkable is the degree to which public discussions of education stay confined to an incredibly narrow range of educational alternatives. When an intense focus on academic content standards for two decades brings no clear successes, we hear more discussion of the need for better content standards, not a discussion of the possibility that we are simply thinking about education goals in the wrong way, or that perhaps content standards alone cannot improve education. When high-stakes testing fails to improve our educational trajectory, people discuss how maybe we need different or better tests, but rarely mentioned is the possibility that perhaps the very idea of high-stakes testing is counterproductive. When programs to reward teachers for student test scores fail repeatedly, we hear discussions of how these incentive systems need to be
© 2015 The author and IJLTER.ORG. All rights reserved.
7
modified, instead of discussion of the fact that such incentive systems reliably backfire. When $6 billion spent on implementing supposedly “evidence-based” reading instruction methods yielded no improvement in reading comprehension (Institute of Educational Sciences, 2008), and created substantial collateral damage, we heard from policymakers that the problem was that teachers weren’t doing quite enough of the recommended practices. Why didn’t we hear instead discussion of the possibility that perhaps our whole conception of reading instruction is flawed, and our approach to researching educational effectiveness may be similarly flawed? The simplest explanation for all this is that America’s discussion of education is trapped within the very narrow confines of the Overton Window, a phenomenon identified by Joseph P. Overton (Lehman, 2014): In brief, the Overton Window refers to the limited range of ideas that are considered acceptable for discussion in politics at any given time. Despite frequent exhortations for all of us to “think outside the box,” those who introduce ideas outside of the Overton Window are routinely ignored, ridiculed, or punished. Although initially used to discuss policy proposals from a conservative/libertarian perspective, the Overton Window has taken on a broader meaning in recent years. As an active participant in many educational debates over the last decade, I have experienced how the Overton Window works firsthand. For example, for about five years, I regularly read and participated on the Flypaper blog, the education blog of the conservative Fordham Institute, an organization that played a pivotal role in promoting current market-oriented, and test-driven education polices. Interestingly, the Fordham education commentators were determined to keep the debate focused on what worked best to raise reading and math test scores fastest or what was the most efficient way to carry out factory-style, test driven education. When challenged about the very validity of test scores as evidence of educational effectiveness, or when it was suggested that test-driven, factory-style schooling was perhaps a less effective model overall, they seemed eager to not let the discussion go there. Why? These questions would expand the Overton Window dramatically, and shift the discussion to a range of issues they did not want to discuss, perhaps because the evidence regarding those issues was not on their side. To illustrate other ideas outside of our current Overton Window in education, imagine if someone suggested that we would improve education by strengthening teachers’ unions, reducing formal reading instruction by 50% in the primary grades, ending homework in elementary school, ending all high-stakes testing, and increasing play and student-initiated learning. Those ideas all fall well outside of the currently acceptable boundaries of educational discourse. However, all of those proposals were education reality in the 1960s-1970s in America, and there is substantial empirical evidence that those approaches work better for children, families, and the nation. If this claim is correct, then this suggests that America’s current Overton Window is not well aligned with empirical reality. This raises the interesting question of how we got to this point.
© 2015 The author and IJLTER.ORG. All rights reserved.
8
Misleading Language and the Media He who wants to persuade should put his trust not in the right argument, but in the right word. The power of sound has always been greater than the power of sense. —Joseph Conrad, Lord Jim, 1900 Language is power and politicians and the business community marketed our current education policies to us by using language that first described “failing schools,” and then demanded “higher standards, academic rigor, measurable objectives, objective testing, data-based decision-making, performance incentives, sanctions, performance pay, evidence-based practices.” The language of measurement and control implicit in these terms steers our thinking and actions towards traditional schooling, with top-down control, factory-style organization, a narrow focus on testable academic knowledge and skills, and rewards and punishments to ensure compliance. Notice how differently we might think about education if we said that the main problem with our schools was that they followed “an outdated factory model,” and that the ways to improve them included “wholechild goals, real-world curriculum, substantial child-initiated learning, healthy intrinsic motivation, authentic assessment, and teacher autonomy.” This shift in terminology would take one’s thinking in an entirely different direction, but the business community, sympathetic politicians, and the media have repeatedly used the former set of words to describe what is wrong with schools and how to fix them. This intentional and strategic use of conceptual framing (Lakoff, 2004) trains the public to think about education in a certain way, a way that happens to fits very well the agenda that the business community and some politicians have articulated for education and America. As Lakoff noted, it is the acceptance of particular frames and the rejection or neglect of others that establishes the boundaries of our thinking: “Rigorous academics” and “whole-child education” simply frame educational solutions in very different ways. Significantly, while the business leaders and politicians involved in educational policymaking are usually aware of how framing works, many educators, researchers, and the public at large are not. Thus, and quite ironically, many educators and parents who strongly oppose test-driven, factory-style schooling have gone along with the recent re-framing of educational debates, and now regularly use the very language that was designed to market the ideas they oppose. Lakoff noted that to counter misleading framing, one must stop using the problematic frames entirely, and design new frames for critiquing the ideas you oppose and promoting the ideas you favor. To give some sense of just how much new framing can influence our views on education, imagine if instead of referring to test-based accountability as being about “raising standards,” everyone talked about test-based accountability as being about “lowering standards”—given the tendency of standardized tests to emphasize lower level knowledge and skills (Madaus,
© 2015 The author and IJLTER.ORG. All rights reserved.
9
Russell, & Higgins, 2009). It’s difficult to imagine test-based accountability gaining traction with the public if it were widely viewed as being about “lowering standards.” Whatever language they choose, to be successfully in their advocacy efforts, those who oppose traditional test-driven schooling would need to replace the current language of educational policy and practice with an entirely new vocabulary that concisely communicates their values
Bureaucratic Tendencies One of human’s basic psychological needs is to feel a sense of control (Ryan & Deci, 2002). Reflecting that, many teachers feel a need to control their students, and many bureaucrats also feel a need to control teachers, and educational policy often reflects bureaucrats’ need to control educators (Ravitch, 2010). Meanwhile, one of the most familiar complaints about bureaucracies is that they tend to respond to mundane problems with an ever-growing list of rules and regulations. Although understandable, a growing mountain of rules and regulations can become more problematic than the problems those rules were written to solve. Many believe that we have already reached that point with test-based accountability. Of course, in cases like regulating pollution, substantial regulation may be warranted, because the profit motive doesn’t naturally motivate corporations to ensure they are not releasing toxic chemicals into the environment. However, humans and hard-wired to learn, and the primary motive for teachers to go into teaching is to help students learn and make a positive difference in students’ lives. Thus, if policymakers recognized these distinctive features of education, perhaps they would be more willing to reduce the controlling pressures and regulations that have ramped up during the accountability movement. However, it would first be necessary to persuade policymakers that no broad failure or malfeasance by educators has occurred, because as long as the aura of general educational crisis and failure persist, bureaucrats can be expected to respond with tight oversight, which would most likely mean a continuation of test-based accountability.
Profit Motive Another powerful factor sustaining test-driven, factory style schooling is the profit motive. As documented a decade ago, (Emery & Ohanian, 2004), the business community played a major role in the accountability movement. Significantly, testbased accountability transformed education in a way that is more profitable for corporations, because it restructures curricula, teaching, and assessment in ways that are much more heavily dependent upon corporate products than was true before. Standardized tests and related test preparation materials have made corporations hundreds of billions of dollars over the last decade—but to do things that teachers used to do for free. Significantly, and in terms of political gain, current reforms have remade education in the image of corporations. We see this shift in the way in which education, which
© 2015 The author and IJLTER.ORG. All rights reserved.
10
used to be about developing strong individuals, and citizens, and workers, is now frequently discussed by policymakers as only being about training for jobs so that America can be more economically competitive. We also see this shift in the way in which business language has displaced education terminology, including the language of “benchmarks, performance incentives,” and even calling superintendents “CEOs,” while calling students “customers.” Making schools more market-oriented benefits corporations politically because schools have traditionally been a source of ideas that pose challenges to the corporate worldview of the purpose of life and the proper organization of society. By increasingly taking over education, market forces are essentially removing one competitor. As Slouka (2009) commented regarding market-oriented, test-driven schooling: That education policy reflects the zeitgeist shouldn't surprise us; capitalism has a wonderful knack for marginalizing (or co-opting) systems of value that might pose an alternative to its own. Still, capitalism's success in this case is particularly elegant: by bringing education to heel, by forcing it to meet its criteria for 'success,' the market is well on the way to controlling a majority share of the one business that might offer a competing product, that might question its assumptions. (p. 33) Just as they successfully sell so many things, the business community persuaded the public that the type of reform education that America needed was based on market ideals, factory-style organization, commercial testing and test preparation materials, and an emphasis on job training and economic competitiveness (but not citizenship). It seems unlikely that this was a coincidence. Thus, for those who believe that test-driven, factory-style schooling is counterproductive, high-stakes tests are not merely an isolated practice to change. High-stakes tests and other main features of current accountability policies are part of an overall reconceptualization of education, a strongly market-based reconceptualization that has also taken over substantial control of our politics (Hacker & Pierson, 2010) and our economy (Stiglitz, 2012). Thus, while there is growing opposition to current education policies, challenging current policies can be expected to elicit considerable and wellfinanced political pushback. Furthermore, successfully challenging test-driven, factory-style schooling may require a more comprehensive overall challenge to the idea that market-based thinking is an appropriate basis for education reform. Sachs (2012) has begun this discussion, documenting extensively how the heavy reliance on market thinking in the U.S. has created vast inequality, economic stagnation, and social dysfunction, while countries that have avoided being taken over by marketbased thinking have fared much better. However, educators opposed to the application of market-based thinking to education would need to make a parallel case regarding the deleterious effects of market thinking in education.
Self-Fulfilling Prophecies Regarding Motivation Just as the human body has an internal drive to keep itself healthy, given appropriate sleep, exercise, and diet, the human mind is hard-wired to learn, to
© 2015 The author and IJLTER.ORG. All rights reserved.
11
make sense of experience, and to master challenges (Hirsch-Pasek & Golinkoff, 2003). However, just as unhealthy eating and lack of sleep or exercise short-circuits the body’s healthy-promoting capacities, an unhealthy psychological environment and failure to meet basic psychological needs can short-circuit individual’s natural motivation to learn. Unfortunately, traditional schooling is not usually based on intrinsic motivation, but rather, assumes that motivation is something teachers do to children through rewards and punishments. Research reveals that when educational systems are based upon the assumption that children have this innate motivation, then students’ intrinsic motivation and positive attitudes are sustained (Walberg, 1986). However, research is also quite clear that under conditions of traditional schooling, there is a steady erosion of children’s intrinsic motivation (Lepper, Corpus, & Iyengar 2005; Walberg, 1986; Wheatley, 2012). Recent experimental research also confirms that, compared to more student centered approaches to learning, traditional teaching yields reductions in children’s curiosity, creativity, independence, and initiative (Bonawitz, et al., 2011; Buchsbaum, Gopnik, Giffiths, & Shafto, 2011). Because very traditional schooling creates conditions in which initiative, intrinsic motivation, creativity, and healthy independence are unlikely to be observed, teachers in such schools understandable claim that “these children aren’t motivated.” Once children’s natural motivation for learning has been squelched and is no longer a viable driving force for education, it is quite understandable that educators think they should arrange the learning in a logical order, set up inducements to motivate children to learn it, and set out to directly teach it to them. Of course, this teacher-directed and one-size fits all approach often fails to elicit much student engagement (as documented above), and even engenders some student resistance, and thus the assumptions of traditional schooling seem to be confirmed to teachers following that approach. This is especially true at the upper grades, whose teachers may see students so long after most apparent passion for learning has been dimmed that claims of innate motivation to learn may seem like fiction. However, having taught children of all ages in a variety of settings, and without using rewards or punishments, I have experienced a very different selffulfilling prophecy, one that reveals that children have enormous motivation to learn—motivation that can be a driving force for education. Nevertheless, to tap into this powerful force, educators must first take a leap of faith and design and implement education based on the assumption that this underlying wellspring of healthy student motivation exists just beneath the surface.
Traditional Academic Objectives and Linear Curricular Sequences Just like the subdivision of larger tasks into discrete steps in factories, traditional, factory style schooling divides life into subjects, divides those subjects into hundreds of objectives, determines one sequence for learning those objectives, and then assumes that better learning is indicated by faster learning of the prescribed sequence of target objectives. All of this is simply assumed, but once one defines education as being about mastering discrete academic objectives in a pre-
© 2015 The author and IJLTER.ORG. All rights reserved.
12
determined order, accepting traditional factory-style schooling may be inevitable. Why? Even the most intrinsically motivated learners, under optimal conditions, would not learn school subjects in the pre-specified order found in American textbooks or academic content standards. Those learning to read in a more interestbased way will still learn to read, and are more likely to love reading, but their learning will not follow a standardized and prescribed skills sequence. Indeed, I know children who learned to read without any formal reading instruction at all (Wheatley, 2013), and they love reading and read very well, but they did not learn in the order specified by our reading content standards. In fact, I discovered upon closer examination that two of these skilled and passionate readers (at ages 10 & 12) had learned to read without ever learning some of the grade-level targets that America’s new Common Core State Standards (CCSS) claim are essential reading knowledge for kindergartners! Of course, learning in such non-standardized and learner-initiated ways direct conflicts with the assembly-line logic of academic standards, textbooks, and high-stakes tests. Thus, education organized around predetermined learning sequences and high-stakes tests (as in the Common Core initiative), typically fosters a factory-style organization of schooling, one that is tightly focused on the academic objectives that appear on the tests. Significantly, the assumption that educators need to tightly focus instruction on linear learning sequences does not hold up well when viewed from the perspective of broad, long-term educational effectiveness. For example, effectiveness is defined as faster short-term acquisition of testable reading subskills, linear, factory-style direct instruction targeted to the reading skills on reading tests is clearly superior (Institute of Educational Sciences, 2008). However, if the research question is what works best in the long run for simultaneously achieving reading comprehension, love of reading, writing, positive conduct, and cross-curricular learning, then the answer appears to be progressive and non-linear approaches such as whole language and free voluntary reading (Coles, 2003; Krashen, 2004, Wheatley, 2015a). Similarly, if we compare academic and play-based kindergartens, of course academic kindergartens targeted at a list of pre-specific objectives do better at boosting test scores on those objectives than do play-based kindergartens that reject the very idea of traditional objectives and linear, standardized instruction. However, if we research what happens overall in the long run, we get a different answer, as Germany discovered in the 1970s. Contemplating a switch from playbased to academic kindergartens, two sets of German researchers studied the longterm effects of the contrasting approaches on similar children. Interestingly, the children from the play-based kindergartens did better than the children from academic kindergartens on every single indicator by age 10—social outcomes, cognitive outcomes, language outcomes, and industriousness and creativity (see Tietze, 1987). This is a pattern observable across studies of comparative effectiveness, with traditional linear instruction appearing superior when effectiveness is defined narrowly in terms of short-term test scores, but progressive education approaches appearing superior when effectiveness is defined in terms of broad and long term effectiveness, (see, for example, Chamberlin, Chamberlin,
Š 2015 The author and IJLTER.ORG. All rights reserved.
13
Drought, & Scott, 1942; Walberg, 1986). In sum, the very acceptance of traditional objectives and learning sequences sets in motion a self-fulfilling prophecy that pressures educators to adopt a linear, factory style organization of schooling arranged in to mirror those objectives, a tendency that is amplified by high-stakes testing. However, once we abandon the idea that we must have such numerous and carefully sequenced learning targets, the perceived need for such linear instruction may be reduced sharply or even eliminated.
Misleading Educational Research Significantly, as is also true of traditional, factory-style schooling, most educational research assumes that faster short-term learning of testable pre-specific academic objectives proves greater educational effectiveness. The criteria for scientific education research focus overwhelmingly on technical details of studies (sample size, validity of research tools, acceptable statistical analysis), but are silent on the issue of broad and long-term developmental systems effects. This steers educational research in the direction of a reductionist stance in which educational methods can be judged to be evidence-based if they reliably make one testable academic skills better in the short run, even though they might make many other valued educational outcomes worse in the long run. That is, methods can be judged to be effective even if there is good evidence that, overall, they do more harm than good in the long run. As noted earlier, traditional teaching methods are better suited to achieve narrow, short-term academic test score gains, while progressive alternatives appear better suited to achieve broad and long-term educational effectiveness. Thus, current definitions of scientific education research implicitly but unintentionally bias educational research to overestimating the true effectiveness of traditional instruction and underestimating the overall effectiveness of progressive alternatives. Given this intellectual context, there is a vast array of research findings that appears to support traditional, factory-oriented, test-driven instruction, and thus, the phrase “research says” has reinforced the American tendency to organize schooling along factory lines.
Discussion and Implications What happened in American education over recent decades is a perfect illustration of the shock doctrine. That is, as Klein (2007) documented, in many countries in recent decades, free market advocates and sympathetic political leaders used real crises or manufactured crises as a pretext for pushing through a series of controversial and sometimes exploitative policies. Distracted by the emotions or demands of the crisis, people were too busy, uninformed, or too weary to mount any opposition to such policies. Companies and wealthy individuals have clearly learned how to profit financially and benefit politically from these real or imposed crises (Freeland, 2012). In the case of education, the educational accountability movement can be viewed as a systemic political initiative—an initiative that simultaneously achieves multiple
© 2015 The author and IJLTER.ORG. All rights reserved.
14
political and organizational goals valued by the business community. Specifically, the accountability movement has been profitable for education corporations, has weakened the teachers’ unions that are one of the biggest supporters of Democratic candidates, and has re-made education more in the corporate image. Perhaps most significant for the wealthy and powerful, claims of “failing schools” and a “skills gap” have been used as a pretext for a weak economy, high unemployment, weak wages, high and growing economic inequality, outsourcing jobs, and a sharp reduction in social mobility in America. Thus, the mantra of “failing schools” has been employed strategically and frequently as a rhetorical tool that distracts many citizens from the real causes of America’s current political and economic struggles. Specifically, as documented by political scientists (Hacker & Pierson, 2010) and economists (Sachs, 2012; Stiglitz, 2012), the specific problems above result directly from policies that the rich and powerful have pursued and achieved over recent decades, including lower taxes; weaker regulations, unions, and worker protections; and liberal policies governing globalization. Reflecting its harmful effects on workers, nations, and the environment, Sachs (2012) simply referred to this cluster of policies as a “race to the bottom.” However, these policy changes have made the super-wealthy far richer and more economically powerful, as illustrated by the Oxfam report that the 80 richest people on the planet (who could squeeze onto a single school bus) have as much wealth as do the 3,500,000,000 poorest people on the planet (a group that, if holding hands, could stretch around the earth roughly 100 times). What would happen if the public as a whole were to conclude, as many researchers have, that it is not the quality of education, but rather public policy that is the overriding cause of these negative changes in most American’s life circumstances? One distinct possibility is that the public would come to see substantially raising taxes on the wealthy and more strictly regulating corporations as the most likely route to improving the economy and social mobility in America. If that were to happen, the rationale for current accountability policies might evaporate. However, given all of the foregoing factors that promote test-driven, factory-style schooling, one can imagine that teachers and administrators would still feel enormous pressure to continue using a factory model of schooling. Educators’ language, types of objectives, research results, and view of motivation all steer the field in that direction. Also, the framing of education debates and their lack of awareness of alternatives seemingly leave them without viable alternatives to testdriven schooling, and pressure from the media and business sector also strongly pressure education in that direction. If, as was argued here, progressive education models are broadly superior in the long run for the range of goals parents, society, and employers value, then what might be done about all these factors that pressure educators and the public to think, talk, and act in ways that perpetuate test-driven, factory-style schooling? Having taught over 2000 teachers and prospective teachers, I have studied the factors that seem to facilitate or obstruct change in my students, and have experimented extensively with trying to educate them about progressive
© 2015 The author and IJLTER.ORG. All rights reserved.
15
alternatives to factory schooling. In my experience, there are eight main factors that promote such changes in thinking and actions: 1) challenging the “failing schools” mantra, 2) re-framing the problems with American schools as one of “being on the wrong mission,” 3) grasping the impact of out-of-school factors on students, 4) embracing broad, long-term effectiveness as the standard for judging quality education, 5) observing and experiencing progressive alternatives, 6) learning a new language for framing educational discussions, 7) learning to let go of control and share control with leaners, and 8) studying and documenting the long-term, wholechild benefits of progressive education. Thoroughly discussing each of these factors is beyond the scope of this article, but I provide here a quick snapshot of each. First, when my students learn that U.S. K-12 pupils are doing pretty well in terms of test score outcomes once our much higher rates of child poverty are taken into account, they stop believing media claims that U.S. public schools are generally failing at their assigned mission, Second, my students know that schools often aren’t very impressive, but when they understand how factory-style schooling creates learning and development problems, they reinterpret many of the disappointments they observe in schools as resulting from schools pursuing the wrong mission. Third, once students realize that out-of-school factors can account for 60-100% of the variance in test scores, and that tests are not real measurements of what matters most in education, they stop taking tests so seriously as indicators of quality learning and teaching. Fourth, once people think about it, and when they understand how methods that work in the short term often backfire in the long run, they agree that teachers, research, and policy should focus on broad, long-term effectiveness. Fifth, seeing videos, hearing stories, and observing progressive classrooms helps my students understand the practices and possibilities of progressive education, and also unearths misconceptions and details that need to be cleared up in order for them to be persuaded. Sixth, when people stop using accountability language such as “measurable objectives, sanctions, and greater accountability,” and start using progressive language such as “meaningful outcomes, healthy motivation, and mutual responsibility,” an entirely new discussion emerges. Seventh, teachers and parents new to progressive methods need to practice and become comfortable with letting go of control and sharing control with leaners, and discovering that everything will still be OK. Eighth, by studying broad and long-term research and documenting the healthy progress their own children and pupils make when progressive approaches are used, my students become persuaded in the most important and powerful way. The challenges in overcoming factory schooling are psychological, social, political, economic, linguistic, emotional, and experiential. Even our stress and lack of time make new learning that is needed more challenging. However, just as America is rapidly learning that the best foods are natural ones that are not made in factories, we might also realize something that I repeatedly tell the future teachers I teach, “Kids are not cars, and learning is not manufacturing, and great education is only possible if we don’t get confused about that.”
© 2015 The author and IJLTER.ORG. All rights reserved.
16
References Amrein-Beardsley, A. (2014). Rethinking value-added models in education. New York: Routledge. Bonawitz, E., Shafto, P., Gweon, H., Goodman, N. D., Spelke, E., & Shultz, L. (2011). The double-edged sword of pedagody: Instruction limits spontaneous exploration and discovery. Cognition, 120, 322-330. doi:10.1016/j.cognition.2010.10.001 Buchsbaum, D., Gopnik, A., Giffiths, T. L., & Shafto, P. (2011). Children’s imitation of causal action sequences is influenced by statistical and pedagogical evidence. Cognition, 120, 331-340. doi:10.1016/j.cognition.2010.12.001 Chamberlin, D., Chamberlin, E. S., Drought, N. E., & Scott, W. E. (1942). Did they succeed in college? The follow-up study of the thirty schools. New York: Harper & Brothers. Coles, G. (2003). Reading: The naked truth—Literacy, legislation, and lies. Portsmouth, NH: Heinemann. Emery, K., & Ohanian, S. (2004). Why is corporate America bashing our public schools? Portsmouth, NH: Heinemann. Gatto, J. (2006). The underground history of American education. New York: The Oxford Village Press. Hacker, J. S., & Pierson, P. (2010). Winner-take-all politics. New York: Simon & Schuster. Hirsch-Pasek, K., & Golinkoff, R.M. (2003). Einstein never used flashcards: How our children really learn, and why they need to play more and memorize less. United States: Rodale. Institute of Educational Sciences (2008). Reading First Impact Study Final Report. Jessup, MD: U.S. Department of Education. Freeland, C. (2012). Plutocrats: The rise of the new global super-rich and the fall of everyone else. New York: Penguin. Kim, K. H. (2011): The creativity crisis: The decrease in creative thinking scores on the Torrance Tests of Creative Thinking, Creativity Research Journal, 23(4), 285-295. doi: 10.1080/10400419.2011.627805 Klein, N. (2007). The shock doctrine: The rise of disaster capitalism. New York: Picador Krashen, S. D. (2004). The power of reading: Insights from the research. Portsmouth, NH: Heinemann. Lakoff, G. (2004). Don’t think of an elephant! Know your values and frame the debate. White River Junction, VT: Chelsea Green. Lehman, J. (2014). The Overton Window: A model of policy change. Mackinac Center for Public Policy. Retrieved 2-17-15 from http://www.mackinac.org/overtonwindow#ow_essays Lepper, M.R., Corpus, J.H., & Iyengar, S.S. (2005). Intrinsic and extrinsic motivational orientations in the classroom: Age differences and academic correlates. Journal of Educational Psychology, 97, 184-196. Madaus, G., Russell, M., & Higgins, J. (2009). The paradoxes of high stakes testing. United States: Information Age Publishing. McNeil, L.M. (2000). Contradictions of school reform: Educational costs of standardized testing. New York: Routledge. Musoba, G. (2011). Accountability policies and readiness for college for diverse students. Educational Policy, 25(3), 451-487. National Center for Educational Statistics (2013). The nation’s report card: Trends in academic progress 2012 (NCES 2013 456). Washington, D.C.: Institute of Education Sciences, U.S. Department of Education.
© 2015 The author and IJLTER.ORG. All rights reserved.
17
Nichols, S. L., & Berliner, D. C. (2007). Collateral damage: How high-stakes testing corrupts America’s schools. Cambridge, MA: Harvard University Press. Perry, J. L., Engbers, T. & Jun, S. Y. (2009). “Back to the future? Performance-related pay, empirical research, and the perils of persistence.” Public Administration Review 69 (1): 39-51. Ravitch, D. (2010). The death and life of the great American school system. New York: Perseus. Ryan, R. M., & Deci, E. L. (2002). An overview of self-determination theory: An organismicdialectical perspective. In Handbook of self-determination research, eds. E.L. Deci & R.M. Ryan, 3-33. Rochester, NY: University of Rochester Press. Sachs, J. (2012). The price of civilization. New York: Random House. Slouka, M. (2009, September). Dehumanized: When math and science rule the school. Harpers Magazine, 32-40. Stiglitz, J. (2012). The price of inequality. New York: W.W. Norton & Co. Tietze, W. (1987). A structural model for the evaluation of preschool effects. Early Childhood Research Quarterly, 2, 133-153. Springer, M. G., Ballou, D., Hamilton, L., Le, V-N. Lockwood, J. R., McCaffrey, D. F., Pepper, M., & Stecher, B. M. (2010). Teacher pay for performance: Experimental evidence from the Project on Incentives in Teaching. Nashville, TN: National Center on Performance Incentives, Vanderbilt University. Walberg, H. J. (1986). Synthesis of research on teaching. In M. C. Wittrock (Ed.), Handbook of Research on Teaching, (3rd ed., pp. 214-229). New York: Macmillan. Wheatley, K. F. (2013). How unschoolers can help to end traditional reading instruction. Journal of Unschooling and Alternative Learning, 7(13), 1-27. Wheatley, K. F. (2012). How “healthy motivation” can help transform education. Encounter: Education for Meaning and Social Justice, 25(1), Retrieved 4/30/13 from http://www.great-ideas.org/enc.htm. Wheatley, K. F. (2015a). What to teach teachers about the Common Core initiative: A bigpicture perspective. Manuscript submitted for publication. Wheatley, K. F. (2015b). Questioning the instruction assumption: Implications for educational policy and practice. Manuscript submitted for publication. Zhao, Y. (2009). Catching up or leading the way: American education in an age of globalization. Alexandria, VA: ASCD.
© 2015 The author and IJLTER.ORG. All rights reserved.
18 International Journal of Learning, Teaching and Educational Research Vol. 10, No. 2, pp. 18-31, February 2015
Teachers’ Perspective of their Role and Student Autonomy in the PBL Context in China Huichun Li and Xiangyun Du Department of Learning and Philosophy Aalborg University, Denmark
Abstract. The traditional role of the teacher confronts many challenges by an increasing number of educational initiatives that highlight student-centered learning in China, since the teacher’s role is in great need of transformation from instructor to facilitator. Therefore, it is quite necessary to examine how teachers perceive their role within a context in the process of making educational innovations. This study relies on two Chinese universities which are changing their educational approach from lecture-based learning to Problem Based Learning (PBL). We examine how the teachers perceive their role in a PBL context. In particular, we are mainly concerned with teachers’ attitudes towards student learning autonomy in PBL contexts. The data is mainly relied upon in-depth interviews of the teachers who participate in PBL practice from the two cases. When focusing on how teachers perceive student learning autonomy, we can note three major patterns. In general, Chinese teachers have a tendency to maintain high interference in student learning process even though they admit the value of giving student learning autonomy. This study further indicates a dilemma between teachers’ intention to encourage students to learn on their own and their tendency to maintain their directive role in the educational processes. Keywords: Teacher’s role; PBL; student autonomy; Chinese context
Introduction Many educational initiatives worldwide have emerged in recent years in order to enhance student learning motivation, facilitate student engagement in learning process, and produce more competent graduates (De Graaff & Cowdroy, 1997; Bowe, 2007; Wang, 2008). One major characteristic of these initiatives is the use of more student-centered educational approaches, such as Problem Based Learning (PBL). At the institutional level, many educational institutions in China are currently in the process of implementing PBL, which are widely considered as a student-centered educational approach. On one side, these initiatives are concerned with student learning outcome rather than teacher instruction. That is to say, education should set its focus on learning rather than teaching (Barr & Tagg, 1995). On the other side, education is becoming increasingly concerned with learning process. Within PBL context, student-directed (participant directed) learning is highlighted (Barrows, 1986; De Graaff & Kolmos, 2003). Students are expected to direct the learning process on their own; teachers are expected to act as facilitators to provide support when necessary, rather than as instructors giving them direct guidance. In general, student© 2015 The authors and IJLTER.ORG. All rights reserved.
19 centered learning indicates to give students more learning autonomy. Student autonomy is important since it is conducive for student learning motivation and learning achievement (Stefanou et al., 2004). Student learning autonomy is closely linked to how teachers perceive their role. By examining PBL implementation in real educational context, many studies show that it is rather difficult to transform teachers’ role from traditional instructors to facilitators (Barrett & Moore, 2011). Teachers are so accustomed to traditional educational approach that they are rarely willing to lose their high control over education. A general recognition is that teachers’ sense of security is more likely to be challenged in a student-centered learning context (Li &Du, 2013). The emphasis on knowledge acquisition may also enable teachers to maintain their traditional role. Most importantly, the difficulty to restructure teacher-student relationship can be attributed to teachers’ perception of their roles. Although many studies suggest that teachers should act as facilitators in a PBL context, the term of “facilitator” has not been clearly defined. Moreover, since teachers’ perceptions of their roles will impose considerable impact upon their teaching practice, their perceptions of their roles in a PBL context deserve much research attention, which is far from being sufficient. Currently, though there are many discussions on the role of the teacher in a PBL context, student autonomy, teacher-student relationship (Savin-Baden, 2003; Stefanou, Perencevich, DiCintio, & Turner, 2004; Li & Du, 2013), little has been studied on the teachers’ voices regarding these issues (Jiang, 2013). That means, there is a lack of teachers’ perspective of how to be a teacher or a facilitator, how much freedom students should have in a PBL context, and so on. Teachers’ perceptions are quite essential in understanding the challenges of making educational innovation since their perceptions have a significant influence upon their educational practice. Therefore, our research questions are thus formulated as below: 1. How do Chinese teachers perceive their role of being a teacher in a PBL setting compared to their traditional role? 2. What are the challenges that the Chinese teachers meet in the transformation towards PBL? This paper is based on a study on the change to PBL in China in various different aspects such as curriculum innovation, leadership and management change, students’ perceptions, learning processes and performance, among others. In this paper we focus on teachers’ perspectives in the change process-what do they think of the role of being a teacher in a PBL context and what do they think of student autonomy in the Chinese context. Empirically, this paper draws upon two Chinese universities which are in the process of introducing PBL elements into their own curriculum system.
Concepts and Issues Related to Problem Based Learning 1. Teachers’ perception on their roles in learning/educational research Teachers’ perceptions of their role have a considerable impact upon the educational practice field in terms of teacher-student interaction, quality of teaching, or even teacher identity. Teachers who hold a traditional view of teachers’ role are likely to adopt a teacher dominated educational approach whereas those who support a student centered notion are more likely to grant more freedom to students. Therefore, the overall transformation from a teacher centered educational approach to a student © 2015 The authors and IJLTER.ORG. All rights reserved.
20 centered educational approach calls for a conceptual change of the teachers. It is widely suggested that the transformation from teacher-centered teaching to studentcentered learning will eventually lead to a conceptual change of the entire organization (Kolmos & De Graaff, 2007). A radical educational change merely focusing on technical dimension rather than value (such as teachers’ perception of how to be a good teacher) is more likely to lose momentum in the long run. Teachers’ reluctance for the conceptual change may be accounted by many factors, such as their loss of authority and security, old educational beliefs, institutional support. The perception of teachers regarding the role of the teacher and the teacher-student relationship is heavily affected by various factors. Tradition comprises the basic context which largely conditions the perception of the human being (Gallagher, 1992), in particular, the teacher. How teachers perceive their role is also influenced by the institutional factors such as the evaluation policy. A critical factor affecting teachers’ perception is teacher education, or the staff development, and therefore significant implications have been made on teacher professional development. 2. Teacher’ role within PBL context As a newly developed educational approach with a history of over four decades in higher education, Problem Based Learning (PBL) emerged in the medical field at Mac Master University Medical School in Canada in the late 1960th as an alternative to the traditional education approach (Savin-Baden & Major, 2004). One major characteristic of PBL is that within a PBL context, students play a direct role in the learning process. They have much more right to design learning objectives, select learning materials, and choose learning activities, and so on. In other words, students have high learning autonomy when they learn in a PBL context. This is in contrast to traditional lecture based learning that students have little learning autonomy and they should conform to their teachers’ instructions. It is documented that PBL approach can produce high learning motivation and high learning achievements in terms of problem solving skills, group work skills and self-study skills (Dolmans & Schmidt, 1996; Bowe & Cowan, 2004; Strobel & van Barneveld, 2009), compared with non-PBL counterparts. Within the context of PBL, teachers are not instructors; rather, they are expected to become facilitators to offer supportive learning atmosphere and to scaffolding students learning process. From the organizational perspective, many educational institutions, such as Aalborg University in Denmark, Victoria University in Australia, or China Medical University in China, have abolished some lectures and replaced them with problem/project work which is mainly directed by students. Teachers are not always at presence in problem/project work. At a more micro level, researchers have developed many techniques to enable teachers to better act as a facilitator while supervising students (Savin-Baden, 2003). For example, teachers should not offer direct answer but illuminate students when they have questions; or teachers should know how to manage group dynamics when facilitating group work. Although these techniques are quite diverse, they share a commonality, that is, as a facilitator, the role of teacher should be changed which has further implication for a conceptual change of the teacher. 3. Student Autonomy in PBL
© 2015 The authors and IJLTER.ORG. All rights reserved.
21 When facilitating students, teachers always deal with the issue of student autonomy. For many researchers, autonomy can be conducive for student learning attitude and academic achievement (Stefanou et al., 2010). Students are more motivated to learn when having more autonomy than those who having less autonomy. Stefanou et al. (2010) clarify three types of student autonomies: organizational autonomy, procedural autonomy and cognitive autonomy. Organizational autonomy is more concerned with student choices over environmental procedures, such as negotiating deadline, selecting group member, and so on. Procedural autonomy refers to student choice over the media to present ideas such as how to make a picture to illustrate a concept. Cognitive autonomy is concerned with cognitive processes such as justifying an idea. Stefanou et al. (2010) further argue that although organizational and procedural autonomy are necessary for students to have ownership of their learning process, cognitive autonomy is more likely to facilitate student learning motivation and outcomes. Student autonomy varies within a PBL context. In general, PBL encourages student autonomy in all three types. Participant directed learning is highlighted to provide students with the right to make decisions over learning objectives, procedures, activities, or even assessment. However, Teachers’ attitudes towards student learning autonomy are highly influenced by their perceptions of their role. A teacher who positions himself as a traditional instructor tends to reduce student learning autonomy, while a teacher who sees himself as a facilitator is more willing to grant students more freedom to learn on their own. Currently, though student learning autonomy has been well studied (Barillaro, 2011), teachers’ attitudes towards student learning autonomy are still in great need of research. 4. Teachers’ role in Chinese context The role of teachers is high relying upon its context, in particular, the national context, as indicated by Hofstede (1986). In China, the role of the teacher is largely affected by Confucius tradition that highlights teacher dignity and superiority. Traditionally, teacher lies in the center of the whole pedagogical practice. The teacher is seen as having multiple functions: he is a carrier of ultimate truth to illuminate students, a moral model that student should emulate, and a father that students should treat (Li & Du, 2013). Students are expected to respect and conform to their teachers’ guidance. Respecting teachers and conforming to them is widely regarded as beneficial not only for education, but also for the maintenance of societal order. Currently, although tradition has been weakening, its influence on the role of the teacher can still be recognized from several different perspectives. Firstly, teachers play a dominant role in defining educational objectives, learning content, learning activities as well as the assessment method. Students are encouraged to conform to their teachers’ guidance, since their teachers are believed to know more and better about the learning process. Further, there is still a moral dimension of education which requires students to act in the proper path (Shim, 2008). This dimension can only be secured by following the instructions of their teachers. Teachers are expected to act as moral models which can be emulated by students. The moral dimension also has implications for pedagogical practice in general. The moral dimension requires teachers to be a good learner, who know more and better than students, and therefore they are worthwhile to be emulated by students. Thirdly, teachers are expected to fulfill a parental responsibility which indicates that teachers should not only focus on © 2015 The authors and IJLTER.ORG. All rights reserved.
22 teaching tasks, but also need to concern the whole development of the student. Commitment, dedication, and sacrifice are wide societal expectation for the role of teacher (Zhou, 2009). In pedagogical practice, this means that a teacher is expected to treat student affair as his own business to some extent. Within this context, the teacher-student relationship in China is highly hierarchical. A cross national study (Hofstede, 1986) on the teacher-student relationship notices the large power distance between the teacher and the student in some East Asian countries including China. stress on personal “wisdom” which is transferred in the relationship with a particular teacher (guru)
a teacher merits the respect of his/her students
teacher-centered education (premium on order)
students expect teachers to initiate communication
students expect teachers to outline paths to follow
students speak up in class only when invited by the teacher
a teacher is never contradicted nor publicly criticized
effectiveness of learning related to excellence of the teacher
respect for teachers is also shown outside class
in teacher/student conflicts, parents are expected to side with the teacher
Due to the recognition of teachers’ role and the hierarchical teacher-student relationship, student learning autonomy in Chinese context is quite limited. Students are expected to follow their teachers’ guidance rather than to learn on their own. However, with the societal development, there is a growing awareness of the importance of the student subjectivity, and therefore many educational theorists and practitioners suggest that student learning autonomy should be respected. However, they are not without disputes. Although some researchers support to establish a student-centered learning approach, others maintain that a student-centered learning approach should also be directed by teachers (Wu, 2010). The value of maintaining teacher’s directive position is to secure the order and the effectiveness of the educational process (Zhao, 2011). Without the instruction and guidance from the teacher, students are believed to be not able to grasp the “correct learning methods”. Many researchers insist that in a student centered learning environment, teacher authority should still be maintained (Shao, 2007). The authority of the teacher should also be transformed: the teacher authority is conventionally relied upon tradition and institution; however, in future, it should be more relied upon teacher’s professional expertise and charisma. In mainland China, although there are a great many discussions on the role of the teacher, little has been conducted regarding how teachers perceive their roles and student learning autonomy at the empirical level.
Methodology
© 2015 The authors and IJLTER.ORG. All rights reserved.
23 1. Research sites Empirical study for this paper was conducted at two universities in China. University C, a medical university located in northern China, and University G, a technical university located in southern China. Both universities are traditionally teaching universities bearing a long history of traditional lecture-based learning, or teachercentered teaching. In recent years, both universities have introduced PBL into their educational system as an alternative approach to learning. At University C, the top manager level initiated an institutional wide plan to introduce PBL in a number of its faculties and departments. Meanwhile, the staff members had the freedom to make their own explorations of what PBL is under the umbrella of PBL concept. At University C, PBL was also initiated by the managers who are enthusiastic of implementing PBL. In general, they are using cased-based PBL, which is commonly used in medical education. A group of around 10 teaching staff were sent to a medical school in U.S to learn how to tutor in a PBL setting for a few months. And this group of teachers taught their peers after their return. University G is a comparatively young university in China with around 50 years’ history. Situated in an industrialized region in southern China, the university has the mission of providing graduates that can meet the needs of regional industry. Being a key provincial university, university G has received sufficient support from the provincial government to develop educational innovation. Since 2008 the university leaders have started different approaches to implementing innovative pedagogy methods in order to increase the quality of teaching and graduates. As one of the major efforts for making educational innovation, PBL (mainly project based learning) was introduced to this university in the late 2008. In the past years, PBL development at this university has been carried out in diverse methods: inviting international experts to organize PBL seminars and share experiences, sending staff to observe PBL practices by visiting two PBL universities (Aalborg University in Denmark and Victoria University in Australia), and supporting interested staff to implement localized PBL methods with the university teaching practice. Until 2013, around 100 teaching staff have participated in PBL workshops, 5 delegation short visits were paid to Aalborg University (each consisting of a vice president and 4-5 deans) to learn about PBL experiences, 8 teaching staff paid one month visit to Aalborg University for PBL related pedagogy development. 2. Research methods This study is conducted in a qualitative manner. This study is mainly concerned with the perception of the teachers at two Chinese universities which, in the past few years, have been in the process of introducing PBL. The use of two cases is not intended to make comparisons but to complement each other to produce a more validate claim. Interviews are employed as the major method to collect data. The interview is essentially powerful when researchers explore the human’s experience and their understanding of a particular event or phenomenon. Semi structured interviews are conducted in this research to explore in-depth, the interviewees’ insight of a particular phenomenon or process, as opposed to the closed-end interview (Cohen, Manion & Morrison, 2007: 353). Further, observation is conducted as complementary means to triangulate the validity of the data. The use of observation is to cross-validate the teachers’ perception by offering evidence of how they act in real classroom situation.
© 2015 The authors and IJLTER.ORG. All rights reserved.
24 According to the principle of triangulation (Creswell, 2009: 191-192), the validity of an argument can be further increased when it is confirmed by difference data sources. The interviewees are the teaching staff at both universities. Each interview is conducted between 45 and 60 minutes. The interviews are centered on several general themes such as teachers’ background, their understanding of PBL, how they conduct PBL in their own courses or classes, how they deal with students, their conceptual change of being a teacher after introducing PBL, the challenges for them to conduct PBL, and their reflections on their practice. In total, this study is composed of 32 interviews (22 from University C and 10 from University G). Since not all the teachers at the two universities are involving in PBL implementation, we require two universities to provide a list of those who participating in PBL practice. Afterwards, we randomly choose one interviewee from each department at each university. Mostly, the interviewees are PBL participants who during the past years have experienced in developing PBL courses and supervising PBL groups. After data collection, all interviews are transcribed and manually coded. After several reviewing rounds, the comments and quotations are categorized into different themes and translated into English. Afterwards, the key conceptions are highlighted in each category and correspond with each teacher’s perception of the teacher-student relationship. Further, by making a cross-category and cross-case analysis, we are able to identify the patterns across interviews.
Findings Our interviews are centered on how teachers perceive their role in the educational processes in the PBL context, particularly, how they support student learning autonomy. Three major patterned are emerged based on our data as below: Table 1: Patterns of teachers’ attitudes toward student learning autonomy
University C
University G
2*
1
Support limited student autonomy 14 while maintaining strong instruction
6
Support teacher-centered approach
3
Support large student autonomy
*
6
The number indicates the number of the teacher
1. Supporting giving students large autonomy Although PBL highlights the value of student autonomy, quite a few teachers support giving students too much freedom. As one a young teacher commented, “Chinese students are highly dependent on their teachers, and it is only by giving them freedom that they learn how to learn on their own.” “Of course, the ultimate goal of education is to cultivate students, propel them to grow and develop, let student to learn on their own is indispensable…” © 2015 The authors and IJLTER.ORG. All rights reserved.
25 “Give them the space and let them develop, that is the best way to make students independent and self-responsible, that was the way I developed myself, I believe that it is the best way. “ Considering the objective of the education, the value of giving student freedom to learn is partly recognized by teachers. However, as expected in the next section, rather few teachers support giving student high autonomy from both universities, since the majority of teachers have other considerations in education. 2. Insisting giving students limited autonomy and maintaining instruction A lot of teachers acknowledge the value of giving students freedom to make their own explorations while still maintaining the value of strong instruction. Maintaining strong teacher instruction comes from various motives. Some teachers highlight the value of the knowledge contents for student development. Some teachers maintain that teachers’ guidance could help students to learning more efficiently. They suggest that teachers, since they have many years of teaching and learning experience, know the learning methods better than students do. They suggest that it is better for students to follow teachers’ instructions since students might learn in a rather slow manner if they make their own explorations. “Students could avoid being trapped in the winding course if they follow our teachers‟ instruction.” “They (students) are young and immature. They do not know much about the medical field. They do not know how to learn the medicine in an efficient way. If we allow them to learn on their own, they may waste a huge amount of time on the non-important things. In this sense, teachers‟ instruction can be a faster way to help them to learn.” “Some knowledge content is quite difficult to understand or to learn by oneself, especially for the students who have no medical experience in real life. But we teachers can, we know the meaning of the knowledge content as well as it relevance to real life. We can make it quite explicitly in, maybe half an hour. If students learn on their own, it may take them a whole day, or, forever.” “Many of us engineering teachers are working very close with industry, so we know what is happening there, but students don‟t. if we don‟t tell them how they shall behave, they will risk failing from the beginning. Therefore, experiences from us can be a shortcut for their future development in companies…” In some occasions, students may expect their teachers to give them instructions. “There are some students coming to me after the class, saying that “sometimes we can learn on our own, but sometimes we would like to see some powerful guidance from teachers, to make it explicitly about what knowledge contents are important for us. If teachers leave us alone, we cannot learn quite well…” In this sense, teachers’ instruction can serve as a means to secure that students could learn in a correct manner. The reason is that teachers have gathered many years of learning experience, so they believe that they know the right path of learning, the possible mistakes happening in the learning process, as well as how to avoid mistakes. By following teacher instruction, students could learn in a more efficient way. In many cases, teacher instruction may also meet student expectation. If there is a lack of instruction, students may feel insecure. © 2015 The authors and IJLTER.ORG. All rights reserved.
26 Further, teachers have a sense of responsibility to motivate students to learn, and safeguard students to learn in the right manner, as stated, “As a teacher, I always have a sense of responsibility for students. We cannot totally leave them alone, that is too risky, they may not learn, or they may not learn correctly. As a teacher, you have to make them to learn…” „They are still young and inexperienced; following good experiences can save their time winding around in the troubles…‟ “Although as teachers we, the ones who would really like to make a difference in teaching practice, want the students to be independent in conducting research and be responsible for their own learning, it is rather difficult to give them full freedom since our students grew up in China, as you know, they were used to being protected by parents at home and being guided by teachers in schools, unlike those western students who grow up with independence...” A few teachers suggest a strong interference in the group work process. As a teacher noticed, “Chinese students are not quite used to learn on their own. You can see that in many groups, students cannot raise questions, or formulate their own problems, or share with other students. In this case, teachers have to force them a little bit. In my class, I sometimes ask students questions to stimulate students to learn or to maintain the dynamics…” Another teacher, who is highly enthusiastic of PBL, describes how she conduct the group work, “The design of a problem really costs me a lot of time and energy since I need to include all the “knowledge points” that students need to mention in their discussion. When they discuss a medical problem in the class, firstly I let them discuss on their own. If their discussion has covered all the “knowledge points”, that is good. But normally, students are not able to cover all the points. In this situation, I will illuminate them to identify all the prescribed knowledge points by asking them questions.” In this sense, although the teacher does support student freedom in the learning process, she maintains a control of the learning outcome. That is, student learning outcome should be corresponding to her prescriptions. Many teachers mention the concern of the assessment method as influencing the relationship between the teacher and the student. They noted that the current assessment method is mainly concerned with the acquisition of the knowledge in the textbooks or from the lectures, teachers have to direct the educational process to help student perform in the assessment procedure. As some teachers expressed, “We know the importance of giving students freedom and encouraging them to make their own explorations, but what can we do if the assessment is confined by the knowledgedominated test? We have to make sure that the students could memorize all the needed knowledge content and that they can get a good score in the examination….” 3. In favor of teacher-centered approach
© 2015 The authors and IJLTER.ORG. All rights reserved.
27 Some teachers think that it is better to use a teacher-centered educational approach in some particular courses, such as the fundamental course. In their minds, which type of educational approach is used is largely dependent on the educational objectives of a particular course or a discipline. “Definitely, PBL is more proper to be employed in the clinical course. You know, students have a lot of opportunities to work at the hospital in the clinical course. They have the chance to meet the real life situation there at the hospital. …however, for our fundamental courses, we are primarily concerned with equipped students with medical knowledge content, and therefore it is better for us to use lecture based learning here.” “In the field of chemical engineering, no matter PBL or not, students are demanded to master many basic knowledge before they are able to apply them in doing project work. For the knowledge master part, teacher can play an important role to instruct them, since it is not just memorizing things as they are. There are techniques to do things.” The teachers who insist strong guidance in the educational processes are more likely to stick to traditional educational objectives such as the acquisition of knowledge content. Of all three categories, most teachers belong to the second category: they acknowledge the value of student autonomy; however, they have a tendency to maintain high interference in student learning process.
Discussion PBL requires a transformation of teachers’ role from a traditional instructor to a facilitator, and thus encourages teacher to give student more learning autonomy (Barrows, 1986; De Graaff & Kolmos, 2003). However, it is not easy to do so, as suggested by Barrett & Moore (2011), Li &Du (2013). Based on our empirical work, it can be noted that teachers’ perceptions of their role and the range of student autonomy supported by teacher vary significantly. A few teachers are supporting giving student sufficient freedom to learn. Within the Chinese context, although most of the teachers have realized the value of student-centered learning, they still prefer teacher’s strong direct and guidance in the educational process. Teachers have different perceptions of student learning autonomy. A few teachers realize the value of student learning autonomy for student growth; however, most teachers are more conservative of student autonomy. Teachers’ conservative attitudes towards student learning autonomy can be attributed by many practical considerations. In general, they insist to maintain high interference in student learning because they are attempting to help student avoid mistakes, avoid learning irrelevant content, save time, and grasp the right learning method. They are concerned with both learning outcome and learning process. On one side, high student learning autonomy cannot secure the learning outcome. The teachers are afraid that the students may not learn the needed knowledge content as the educational objective is still concerned with the acquisition of the knowledge content. On the other side, the teachers worry students, who learn on their own, may learn rather slow, or may be more likely to make mistakes. Therefore, teacher interference is regarded as necessary. Here, the effectiveness is a major concern for the majority of the teachers. Many teachers hold that self-directed learning is not an efficient learning method in a medical context where students have quite limited medical working experience. However, we argue that although effectiveness should be taken into © 2015 The authors and IJLTER.ORG. All rights reserved.
28 account in educational practice, how effectiveness is interpreted needs further exploration. In our empirical work, the notion of effectiveness seems to be closely linking to knowledge acquisition. However, learning objectives cannot be reduced to mere knowledge acquisition since it also involves students’ skill development, attitude change, and so on. In particular, if we are willing to encourage students to become independent learners, to develop self-learning abilities, and to cultivate their critical thinking, sacrificing effectiveness is a necessary cost to a certain degree. Further, Chinese teachers’ reluctance to offer students more learning autonomy is highly influenced by Chinese particular social and moral tradition. Li & Du (2013) argue that in Chinese tradition, teachers are generally expected to fulfil parental obligation. Hence, teachers have the tendency to protect their students since many teachers see their students as immature and inexperienced. Therefore, in some occasions, they are more likely to give students direct guidance in order to avoid mistakes, irrelevance, or low-effectiveness, rather than let them make explorations on their own. However, to respect student autonomy, we should not only give students freedom to make their own progress, but also respect their right to make mistakes, or to learn in their own way (even if it is low efficient). In this sense, the focal point is not whether learning is better or faster, but who takes responsibility of the learning process. Learning is not emulating the teacher; rather, it is a self-directed growing process. Within the Chinese context, teachers have a strong tendency to view students’ learning as their own business, and therefore they are likely to secure the learning outcomes by making students follow their instructions. To facilitate student-directed learning, teachers should be detached from the view that they are completely responsible for students’ learning outcomes, since students should be responsible for themselves. Here, a paradox emerges in teachers’ perception of their role and student learning autonomy. On one side, teachers are hoping students to develop a set of skills (e.g. self-learning skills) and become independent learners in a PBL context, as shown in many studies(De Graaff & Kolmos, 2003; Savin-Baden, 2003). In order to do this, students should be given sufficient freedom to make their own explorations. One the other side, however, due to many considerations, such as their recognition of educational objectives, alongside many other institutional factors, teachers tend to view that student self-learning should be directed by them. To put it in another way, teachers’ intention of facilitate students to grow and learn, and maintaining their dominance in education, are in a paradox. Partly, the paradox is formulated since the teachers have to struggle between a set of conflicted educational intentions. On one hand these teachers are willing to participate in teaching innovation and make a difference for students. On the other hand, they feel responsible to ensure that students should master the knowledge content in the text book in order to build up a solid knowledge foundation or prepare for the examination. They also need to encourage students to construct their own knowledge. This dilemma can also be manifested in many Chinese studies (Song, 2009) which attempt to maintain teachers’ authority while creating a student-directed learning atmosphere. Therefore, change of teachers’ beliefs takes longer time than the curricula change. It involves challenges and identity struggling for these groups of teachers. In order to facilitate the establishment of PBL, it is necessary to facilitate these teachers who are actively involved in teaching innovation with continual reflection upon their experiences and how to further develop their innovations.
© 2015 The authors and IJLTER.ORG. All rights reserved.
29 To introduce PBL, the change of the teachers’ perception of their role is indispensable. However, this transformation is fairly challenging since their perception is influenced by many factors. The first one is their preference for the effectiveness for educational practice. The concern to education effectiveness leads teachers to highlight the importance of the knowledge acquisition rather than the development of the students’ self-learning abilities, since self-learning might be time-wasting and low-efficient. Therefore, to establish PBL, theorists and practitioners need to make reflection on their basic education motives. Confucius tradition highlights teachers’ moral modeling function and their responsibility for students (Wu, 2010; Li &Du, 2013), and it imposes significant impacts upon teachers’ perception. A moral modeling function of the teacher (Li & Du, 2013) has implications for both teachers and students. It requires a teacher to endeavor to be a good learner in terms of both knowledge content and learning process. Students therefore should obey the instruction of their teachers and emulate them, since they are good learners that worth modeled. In this sense, teachers’ intention of instructing students is not simply based on their intention of pouring knowledge content to students, but also because these teachers expect that their instruction can serve as an exemplary practice of what good learning is. They believe that if students do not follow their instructions, students do not only have problem in memorizing the knowledge content, but, most importantly, are likely to have difficulties in developing the right learning approach. A student-centered approach does not only mean giving students more freedom to learn but also mean giving students opportunities to take responsibilities on their own. However in China, due to the social expectation of teachers as having parental responsibility (Li &Du, 2013), the student affair is not only the student’s business but also the responsibility of the educational institution and the teacher. Therefore, teachers should take the responsibility of student whole development. Teachers do not only need to convey the knowledge content to students, but also need to assure students to learn in an appropriate and efficient manner. Given this consideration, teachers are quite reluctant to give student too much freedom; rather, they would prefer to direct student learning process, not only because they want to secure the educational process but also because they want to be more committed. In this sense, a transformation of teacher perception should also induce a reflection on the identification of the teacher’s responsibility. Many studies suggest that the relationship between the teacher and the student should be transformed in an equal, democratic, or even dialogical manner in the Chinese educational context (Shao, 2007). However, for many researchers, the goal of this transformation is not to establish a democratic teacher-student relationship, but only to respect student subjectivity while maintaining teacher authority. The value of maintaining teacher authority is to secure the educational order and process, since for many educational theorists, the loss of teacher authority will inevitably lead to the increase of educational disorder (Song, 2009; Zhao, 2011). However, we should admit that there is an internal conflict between the intention of respecting student subjectivity and maintaining teacher authority. To some extent, they cannot coexist. Respecting student subjectivity needs the weakening of teacher guidance and teacher authority while maintaining teacher authority is more likely to result in student conformation to their teachers. Therefore, how to deal with the tensions of these conflicted educational initiatives needs further investigation.
© 2015 The authors and IJLTER.ORG. All rights reserved.
30 Conclusion This study depicts teachers’ perceptions of their roles and student learning autonomy at two Chinese universities. In general, in the process of implementing PBL, the two cases had high efficiency in implementing PBL curriculum, however, the change of teachers’ perceptions of their roles take longer time. Most researched Chinese teachers still maintain that they should play a directive role in the educational process, although some of them support the idea of establishing a student-direct PBL learning approach. Maintaining high interference in student learning can be accounted by various reasons: teachers are mainly concerned with the effectiveness of the educational practice, and therefore they attempt to direct students to secure it. Further, Chinese teachers have the tendency to play a parental role to take care of students and thus they are likely to help students reduce possible mistakes and low efficiency in learning processes. The empirical work also discloses a dilemma between teachers’ intention to encourage students to learn on their own, and their tendency to maintain their directive role in the learning process. Moreover, the importance of the context is essential for understanding the teacher’s perception. Some teachers develop different ways of conducting PBL due to the context: year of students, subject, learning and teaching objectives. Therefore to what extent teachers should give students learning autonomy is dependent on the context. It is also an issue where teachers take the challenges of their identity and negotiating with the context. Therefore, to build up a student-centered learning approach such as PBL, educational practitioners do not only need to transform teachers’ perceptions of their role and student learning autonomy but also need to confront cultural issues in China.
References Barillaro, F. (2011). Teacher perspectives of learner autonomy in language learning. MA dissertation. http://www.sagepub.com/ridley/Examples%20of%20literature%20reviews/Francesc o%20Barillaro%20literature%20review.pdf Barr, R. B. ,& Tagg, J. (1995). From Teaching to Learning: A New Paradigm for Undergraduate Education. Change, 27(6), 12-26 Barrett, T., & Moore, S. (2011, Eds.). New Approaches to Problem-Based Learning: Revitalising Your Practice in Higher Education. New York: Routledge Barrows, H.S. (1986). A Taxonomy of Problem-based Learning Methods. Medical Education, 20, 481-486. Bowe, B., & Cowan, J. (2004). A Comparative Evaluation of Problem Based Learning in Physics: A Lecture Based Course and A Problem Based Course. In Savin-Baden, M. (Eds.). Challenging Research in Problem Based Learning (pp. 161-173). Berkshire: McGrawHill Education. Bowe, Brian (2007). Managing the Change from Traditional Teaching to Problem-based Learning in Physics Education. In Kolmos, A., & De Graaff, E. (Eds.). Management of Change(pp. 83-91). Rotterdam: Sense Publishers. Cohen, L., Manion, L., & Morrison, K. (2007). Research Methods in Education (6th edition). New York: Routledge. Creswell, J. (2009). Research Design: Qualitative, Quantitative, and Mixed Methods Approaches. London: Sage. De Graaff, E. ,& Kolmos, A.(2003). Characteristics of Problem-based Learning. International Journal of Engineering Education, 19(5), 657-662
© 2015 The authors and IJLTER.ORG. All rights reserved.
31 De Graaff, E., & Cowdroy, R. (1997). Theory and Practice of Educational Innovation Introduction of Problem-based Learning in Architecture: Two Case Studies. International Journal of Engineering Education, 13(3), 166-174. Dolmans D. & Schmidt, H. (1996). The Advantages of Problem Based Curricula. Postgrad. Med. J. 72, 535-538 Gallagher, Shaun (1992). Hermeneutics and Education. SUNY Press. Hofstede, G. (1986) Cultural differences in teaching and learning. International Journal of Intercultural Relations, 10, 301-320. Jiang, Y. (2013). Double Cores and Five Factors in the Teacher-Student Relationship at Colleges ( 双 核 心 - 五 因 素 模 式 高 校 师 生 关 系 探 析 ). Theory and Practice of Contemporary Education. 5(5), 31-34 Kolmos, A., & De Graaff, E. (2007). The Process of Change to PBL. In Kolmos, A., & De Graaff, E. (Eds.). Management of Change(pp. 31-44). Rotterdam: Sense Publishers. Li, H. (2013). Educational Change towards PBL (Problem Based Learning): An Organizational Perspective. Aalborg: River Publishers Li, H., & Du, X. (2013). Confronting Cultural Challenges When Restructuring the TeacherStudent Relationship in A Chinese Context. In M. Kirkebæk, X. Du, & A. Jensen (Eds.), Teaching and Learning Culture: Negotiating the Context (pp. 79-94). Rotterdam: Sense Publisher. Savin-Baden, M. (2003). Facilitating Problem-based Learning: Illuminating perspectives. The Society for Reseach into Higher Education and Open University Press. Savin-Baden, M., & Major, C. (2004). Foundations of Problem Based Learning. Berkshire: McGrawHill Education. Shao, X. (2007). Review on the Relation between Teachers and Students in China in Recent Ten Decades (十年来我国师生关系观述评). Journal of Educational Studies. 3(5), 13-19 Song, S. (2009). Distance Creates Beauty: Authority Formulation of Young Teachers (因距离而 美——浅谈年轻班主任威信的树立). Science Education. (4), 79-80 Stefanou, C. R., Perencevich, K. C., DiCintio, M., & Turner, J. C. (2004). Supporting autonomy in the classroom: Ways teachers encourage student decision making and ownership. Educational Psychologist, 39(2), 97-110 Strobel, J., & van Barneveld, A. (2009). When is PBL more effective? A Meta-synthesis of Metaanalyses Comparing PBL to Conventional Classrooms. The Interdisciplinary Journal of Problem-based learning. 3(1), 44-58. Wang, G., Tai B., & Huang, C. et al. (2008). Establishing a Multidisciplinary PBL Curriculum in the School of Stomatology at Wuhan University. International Dental Education, 72(5), 610-615. Wu, Y. (2010). On the Traditional Relationship between Teachers and Students and the Modern Transformation (师生关系传统及其现代转型). Modern Education Management. (1),7375 Zhao, S. (2011). Maintain a Distance between Teacher and Student (教师与学生要保持一定的距 离). Education and Teaching Research. (34),64 Zhou G. (2007). Reconstruction of the Teacher-student Relationships in China’s Schools in the Transformational Age: Change and its Regulations (转型期中国师生关系的重构变革及 其规制). Theory and Practice of Education. 27(7), 41-45 Zhou, X. (2009). On Spirit of Teachers’ Occupational Dedication (论教师的职业奉献精神). Contemporary Teacher Education. 2(1),77-81
© 2015 The authors and IJLTER.ORG. All rights reserved.
32
International Journal of Learning, Teaching and Educational Research Vol. 10, No. 2, pp. 32-45, February 2015
Is a Rubric Worth the Time and Effort? Conditions for Success Hiroshi Ito Nagoya University of Commerce and Business 4-4 Sagamine, Nisshin-shi, Aichi, Japan
Abstract. Education scholars have developed rubrics for decades. However, do instructors (supposedly principle stakeholders) actually use rubrics at universities in the way, and to the extent, that scholars expect? Through a focus group and series of semi-structured interviews, this paper examines how Japanese university instructors use or do not use rubrics. This study is divided into three stages: 1) a pilot interview with seven faculty members at the Nagoya University of Commerce and Business (NUCB); 2) a focus group with six faculty members at NUCB; and 3) further exploratory interviews with 13 faculty members at seven universities in the Tokai area of Japan. The findings show that many Japanese instructors do not know about rubrics, and even those who do will not necessarily use them. The current research suggests that rubrics could be instrumental and effective assessment tools if certain conditions are met. Factors influencing rubric use include: 1) instructors‘ understanding of and engagement in using rubrics; 2) examining and understanding the contexts in which rubrics are used; and 3) placing political pressure on instructors to use rubrics at the institutional level.
Keywords: Higher education; Learning assessment; Rubric. Introduction Wilson (2006), a writing teacher and formerly a strong advocate of rubrics, noted: Rubrics‘ position as the latest sacred cow of writing assessment is no accident; rubrics make powerful promises. They promise to save time. They promise to boil a messy process down to four to six rows of nice, neat, organized little boxes. Who can resist their wiles? They seduce us with their appearance of simplicity and objectivity and then secure their place in our repertoire of assessment techniques with their claim to help us clarify our goals and guide students through the difficult and complex task of writing. (p. 2)
Then Wilson encountered a paper written by a student named Krystal. Her paper did not meet the criteria of the rubric that Krystal used and should have been poorly scored. Wilson, however, found the paper moving. She checked another rubric: the © 2015 The author and IJLTER.ORG. All rights reserved.
33
student‘s paper would receive a worse grade according to the criteria of that rubric for ―inconsistent paragraphing, full of unintended fragments, unclear transitions, and rife with spelling, punctuation, and sentence structure errors‖ (p. 4). Wilson found Krystal‘s writing more exciting than many of the other, more polished papers. Nothing in these rubrics reflected her excitement about Krystal‘s paper. For ideas, her paper earned the lowest score because: The paper has no clear sense of purpose or central theme. To extract meaning from the text, the reader must make inferences based on sketchy or missing details.‖ For organization, a score of 1 applied again because: [t]he writing lacks a clear sense of direction. Ideas, details, or events seem strung together in a loose or random fashion; there is no identifiable internal structure. (p. 6) This episode does not necessarily indicate that rubrics have no value in the assessment of student work. Knowing and understanding the concept of rubrics may be important for teachers to assess writing or presentations. Indeed, many educational assessment scholars have been developing rubrics for effective formative and summative assessments (Brookhart, 2013; McTighe, 2000). There are, however, at least two questions to be answered: 1) whether rubrics can adequately measure students‘ performances; and more importantly, and 2) whether teachers are willing to use rubrics as intended. This paper will address these issues through literature review followed by semi-structured interviews with faculty members at several Japanese universities participating in the national project ―Improving Higher Education for Industrial Needs‖ funded by the Japanese Ministry of Education, Culture, Sports, Science, and Technology (MEXT). This study may also be significant in terms of adding an international perspective to rubric research. As Reddy and Andrade (2010) noted, research on rubrics has been ―limited almost entirely to the United States. The differences in educational theories and instructional approaches in different cultures necessitates international studies of rubric use in order to establish its utility in diverse contexts‖ (p. 446). Definitions of rubrics According to Panadero and Romero (2014), rubrics are assessment tools that articulate specific expectations for assignments ―by listing the criteria for what is particularly important and by describing levels of quality on a scale from excellent to poor (p.135). Wolf and Stevens (2007) define a rubric as ―a scoring tool used to evaluate a performance in a given outcome area based on a list of criteria describing the characteristics of products or performances at varying levels of accomplishment‖ (p. 4). Rochford and Borchert (2011) also define a rubric as ―a scoring tool, a method of identifying the criteria for evaluating a piece of work‖ (p. 259) © 2015 The author and IJLTER.ORG. All rights reserved.
34
Steven and Levi (2013) explain that a rubric ―works in a number of different ways to advance student learning‖ (p. 3). This statement may indicate that rubrics are formative as well as summative assessment tools, though rubrics are often ―used merely as a tool to assign a final grade that is justified in the eyes of the professor‖ (Czaplewski, 2009, p. 30). In order to analyze the reality of how rubrics are used (or not used) by instructors, the next section will examine positive and negative aspects of usage. Rubrics typically follow a similar format. Stevens and Levi (2013), for example, illustrate a standard type of rubric with three scale levels and dimensions (i.e., items such as originality and succinctness as cited by Cicchetti, 1991) (Figure 1). Title / Task Description Scale level 1
Scale level 2
Scale level 3
Dimension 1 Dimension 2 Dimension 3 Dimension 4 Figure 1: Standard Model by Stevens and Levi (2013) The ICE model, which has recently drawn attention in Japan (Ito, 2014), follows the standard form with the three scale levels represented by ideas, connections, and extensions (Figure 2). Title / Task Description Idea Connection Dimension 1 Dimension 2 Dimension 3 Dimension 4
Extension
Figure 2: ICE Model by Young and Wilson (1995) However, some scholars argue that teachers do not have and/or do not use rubrics at all or use them only partially to supplement grading that they have already determined in their minds (Elton and Johnson, 2002; Grainger et al., 2008). Bloxham et al. (2011), for example, argue that the majority of teachers do not use written rubrics in their marking. In their study on the use of rubrics, one respondent claimed: Thinking about the marking and reviewing it briefly in my head before I make any comments and just deciding into which ballpark area it fits. Is it the first, upper second, lower second, third, fail – it‘s not a fail because it does some of the things it says on the tin but on the other hand it‘s not a scholarly essay from a Year 2 student. It‘s something which is satisfactory and it does provide a rationale and it is quite practical but © 2015 The author and IJLTER.ORG. All rights reserved.
35
that is as far as it goes so it‘s probably in the 40s rather than in the 50s and that‘s probably what I think. Upper 40s rather than the lower 40s but I‘m still thinking about that. (Bloxham et al., 2011, p. 664) The study by Bloxham et al. (2011) may indicate that teachers ignore criteria, choose not to adopt criteria or use implicit standards in their heads. This is, they argue, ―a reasonable response to the acknowledged difficulty of working with predetermined criteria and statements of standards‖ (p. 664). Steven and Levi (2013) also point out that while they may not use written rubrics, teachers always have criteria in mind when they evaluate students‘ work. The literature review suggests that instructors do not use written rubrics but rather mental grading mechanisms. Teachers may use multiple levels (first, upper second, lower second, third, fail / in the 50s, upper 40s, lower 40s / A, B, C, F), or alternatively use only one dimension (see Figure 3). For instance, the respondent in the study by Bloxham et al., whose response is detailed above, did not mention any dimension. A
B
C
F
Task Description Figure 3: Mental grading mechanisms Overall, evidence suggests that when grading assignments, instructors have a mental notion in mind such as ―very good,‖ ―good,‖ ―fair (enough to pass),‖ and ―fail‖ in a holistic or overall sense. Positive and negative aspects of rubrics Reddy and Andrade (2010) report that although both students and teachers in general have positive attitudes toward rubrics, some resist using them. Steven and Levi (2013) explain that despite their usefulness, rubrics have largely been ignored in higher education as ―instructors did not fully understand what they were or how they can improve the teaching experience‖ (p. xxi). This section reviews positive and negative aspects associated with rubrics.
Positive aspects Scholars have described the positive aspects of rubrics as follows:
Rubrics clarify learning targets/goals (Reddy and Andrade, 2010; Steven and Levi, 2013; Wolf and Stevens, 2007) Rubrics guide instructional design and delivery (Jonsson and Svingby, 2007; Reddy and Andrade, 2010; Steven and Levi, 2013; Wolf and Stevens, 2007)
© 2015 The author and IJLTER.ORG. All rights reserved.
36
Rubrics make assessment processes consistent, objective, and fair (Bloxham et al., 2011; Czaplewski, 2009; Helvoort, 2010; Jonsson and Svingby, 2007; Mansilla et al., 2009; Lovorn and Rezaei, 2011; Panadero and Romero, 2014; Peat, 2006; Sadler, 2009; Timmerman et al., 2011; Wolf and Stevens, 2007) Rubrics provide students with a self-assessment and peer feedback tool (Lovorn and Rezaei, 2011; Reddy and Andrade, 2010; Steven and Levi, 2013; Wolf and Stevens, 2007) Rubrics encourage meaningful feedback (Helvoort, 2010; Lovorn and Rezaei, 2011; Steven and Levi, 2013; Wolf and Stevens, 2007) Rubrics save time on assessment (Czaplewski, 2009; Lovorn and Rezaei, 2011; Reynolds-Keefer, 2010; Steven and Levi, 2013)
Clarifying learning targets/goals As Reddy and Andrade (2010) explain, rubrics help students (as well as teachers) understand learning goals by: …identifying critical issues in an assignment and, thereby, reducing uncertainty and doing more meaningful work, determining the amount of effort needed for an assignment, evaluating their own performances in order to get immediate feedback, especially on weaknesses, estimating their grades prior to the submission of assignments and focusing their efforts so as to improve performance on subsequent assignments. (p. 438) Panadero and Romero (2014) support Reddy and Andrade‘s (2010) statement: ―Students using rubrics will have clearer goals for the task, will be able to design a conceptual map using the rubric assessment criteria and therefore activate more learning strategies‖ (p. 137). If students know learning targets/goals, they are more likely to achieve them (Stiggins, 2001). As Wolf and Stevens (2007) state, ―students who know in advance what the criteria are for assessing their performance will be better able to construct models or select photographs that demonstrate their skills in those areas‖ (p. 12). Guiding instructional design and delivery Reddy and Andrade (2010, p. 439) note that rubrics benefit instructional design and delivery: ―Researchers stress the instructional value of rubrics and urge instructors to use them as instructional guides, not just grading tools.‖ When teachers have carefully articulated their expectations for student learning in the form of a rubric, they are better able to understand learning targets and more likely to achieve these outcomes (Arter and McTigue, 2001). Making assessment more consistent, objective, and fair
© 2015 The author and IJLTER.ORG. All rights reserved.
37
The use of rubrics has a beneficial effect on teachers by helping them clarify their assessment criteria and leads to scoring more fairly (Panadero and Romero, 2014). With a rubric, a teacher is more likely to be consistent in his or her judgments (Jonsson and Svingby, 2007; Lovorn and Rezaei, 2011; Wolf and Stevens, 2007). Jonsson and Svingby (2007), for example, explain, ―One widely cited effect of rubric use is the increased consistency of judgment when assessing performance and authentic tasks. Rubrics are assumed to enhance the consistency of scoring across students, assignments, as well as between different raters‖ (p. 132). Rubrics thus can provide higher degrees of consistency, objectivity, uniformity, and fairness. Encouraging meaningful feedback Rubrics can promote student learning as formative as well as summative assessment tools (Reddy and Andrade, 2010). According to Crisp (2012), formative assessment is ―designed primarily to improve learning‖ and summative assessment ―to judge learning [final evaluation]‖ (p. 33). Torrance (2012) also explains that formative assessment is the ―pedagogic process and the informal ways in which teachers come to understand student work and seek to assist their learning‖ (p. 325). Some scholars believe that rubrics constitute formative feedback (Black and Wiliam, 1998; Panadero and Romero, 2014; Yorke, 2003) and enable students to use feedback to improve their learning (Engbers, 2009; Gallavan and Kottler, 2009; Jonsson and Svingby, 2007). For instance, Reddy and Andrade (2010) state that the ―potential role of rubrics [is] in channeling students‘ motivation and effort towards enhancing learning‖ (p. 443). Wolf and Stevens (2007) also state that rubrics can ―be used by classmates to give each other specific feedback on their performance‖ (p. 12-13). The figure below is an example of the relationships between rubrics serving as formative and summative assessments.
Formative assessment
Rubrics Summative assessment
Purpose: student learning Condition: student involvement in creating, understanding, and using rubrics Purpose: assessment consistency Condition: teacher training in creating, understanding, and using rubrics
Figure 4: Rubrics for formative and summative assessments by the author At the same time, Panadero and Romero (2014) aver that one of the problems with rubrics is that they are ―not always used for formative assessment purposes, which clearly reduces its learning impact‖ (p. 135). Saving time on assessment © 2015 The author and IJLTER.ORG. All rights reserved.
38
Several scholars argue that rubrics save time (Beyreli and Ari, 2009; Lovorn and Rezaei, 2011; Spandel, 2006). In Reynolds-Keefer‘s (2010) study, respondents reported that rubrics shorten grading time.
Negative aspects Some scholars have pointed out negative aspects of rubrics, some of which contradict the positive aspects already detailed.
Rubrics make assessment inconsistent and subjective (Bloxham et al., 2011; Czaplewski, 2009; Popham, 1997; Robin and Simon, 2004) Rubrics are time-consuming (Elton and Johnson, 2002; Helvoort, 2010; Rochford and Borchert, 2011; Thaler et al., 2009; Wolf and Stevens, 2007) Rubrics can undermine creativity (Wolf and Stevens, 2007, p. 13)
Shay (2004) argues that assessment, including rubrics use, is a context-dependent, experience-based and situational judgment. For example, students (like Krystal as cited in Wilson, 2006) may write essays in very different but equally effective ways. Written assessment requires instructors to use their own judgment, ―based on their tacit knowledge, in order to allocate grades. Such judgment is subjective and inconsistent in marking‖ (Bloxham et al., 2011, p. 657). Robin and Simon (2004) echo Bloxam et al. (2011): ―Many rubrics are still not instructionally useful because of inconsistencies in the descriptions of performance criteria across their scale levels.‖ Therefore, ―even…the best rubrics are just not entirely self-explanatory to students. Without this agreement between what the student sees and what the professor says, students will not perceive that they have been graded fairly‖ (Czaplewski, 2009, p.29). Rubrics are time-consuming Some scholars argue that rubrics are time-consuming. Wolf and Stevens (2007) state that creating rubrics, ―especially writing the descriptions of performances at each level‖ is time-consuming and thus ―should be developed for only the most important and complex assignments‖ (p. 13). In Reynolds-Keefer‘s (2010) study, one respondent reported that making and/or using rubrics ―seems really complicated…you have to know too much stuff ahead of time. It is easier to just grade‖ (p. 1). Another simply said, ―I think it would take too much time, and I don‘t know how I decide how many points everything is worth‖ (p. 1). This time-consuming process can be stressful for both instructors and students. Rubrics can undermine creativity Some scholars are concerned that rubrics could undermine, constrain, and diminish creativity (Wolf and Stevens, 2007). Linda Mabry (2013), for example, argues that rubrics may help students obtain higher scores but may also produce ‗vacuous writing‘ (p. 678). Bloxham et al. (2011) warn that rubrics can mislead students (and © 2015 The author and IJLTER.ORG. All rights reserved.
39
teachers) that there is ―something fixed, accessible and rational that they can use to guide work‖ (p. 663). These statements contradict those made in the previous section and raise some questions: are rubrics time-saving or time-consuming? Likewise, do they improve assessment consistency while being context-dependent? Do rubrics help instructors be objective about students‘ work? Do rubrics undermine creativity? In Japan, rubrics have attracted considerable attention since the mid-2000s, but are still a relatively novel concept. Japanese universities have focused more attention on rubrics or rubric-like tools following the revision of standards for establishment of universities set by MEXT in 2011. These standards require universities to clearly indicate the criteria for assessment of students‘ learning (Oki, 2014). This paper attempts to answer the following question: Do Japanese university instructors know and/or use rubrics? If so, how do they use them? Methodology Design This study collected qualitative data using two different methods: a focus group and two semi-structured interviews. According to Tanggaard (2011), focus groups provide a research setting for creative dialog and are ―relevant when searching for empirical data on how social groups understand and interpret a particular topic [rubrics]‖ (p. 223). Semi-structured interviews were also used to provide further in-depth data as they are well suited to exploratory research (Shensul, Schensul, and LeCompte,1999). This study was divided into three different stages. Pilot Study First, pilot semi-structured interviews took place with seven Nagoya University of Commerce and Business (NUCB) faculty members who do not belong to assessment related committees. These pilot participants are general instructors, not biased against rubrics but who are more likely to not be knowledgeable about them. For the pilot study, convenience sampling was used. Participants were individually interviewed regarding whether they know and/or use rubrics, how and when they use them (e.g., types of assignments or exams), and what they think are the positive and negative aspects of using such assessment tools. The same interview questions were used for all three studies in the current research and developed based on pilot participants‘ responses to these questions. Focus Group Next, a group was conducted with seven NUCB faculty members from the Student Advisory Committee (SAC). The committee members were selected for this study as they are partially responsible for the first-year student learning assessment at NUCB. © 2015 The author and IJLTER.ORG. All rights reserved.
40
Another committee called the Assurance of Learning (AOL) Committee is in charge of assessing second to fourth year students. AOL members had been tasked with developing rubrics for NUCB faculty to assess seminar students‘ work. Given that the AOL members had been involved with rubrics as part of their duties, they may not have been the most appropriate participants for the current research that examines whether university instructors know about rubrics. The focus group with NUCB faculty members from SAC was conducted in one of their annual meetings in May 2014 and lasted 100 minutes. Semi-structured Interviews Finally, semi-structured interviews were carried out with 13 members of the Tokai A team, the seven universities participating in the national project ―Improving Higher Education for Industrial Needs‖ funded by MEXT. For this project, 146 two- and fouryear institutions have been selected with a view to improve the quality of higher education by developing students‘ employment prospects and meeting industry needs. These 146 institutions have been divided into eight regional groups. One of the eight groups is Chubu, the central part of Japan where 23 of the 146 institutions are located. Within the Chubu area, seven universities (i.e., Aichi Sangyo University, Chubu University, Mie University, Nagoya University of Commerce and Business, Sugiyama Jogakuen University, Toyohashi Sozo University, and Toyohashi Sozo Junior College) have formed a group called the Tokai A Team (TAT), which focuses on addressing issues of student learning. Semi-structured interviews with individual TAT members were carried out, rather than a focus group. This was done for logistical reasons: a discussion on rubrics was not considered a priority for a group meeting involving members drawn from wide-ranging geographical areas and time for a focus group was not allocated. However, some individual members agreed to be interviewed before or after these meetings. In total, 13 TAT members were interviewed April and December 2014. Results Pilot study All seven respondents except one assistant professor, whose major is education, reported that they did not know what rubrics were. The most common response was: ―What is it?‖ ―I don‘t know about it.‖ One professor noted with a grim look, ―A rubric? Is such a thing popular now?‖ After my explanation, the concept of a rubric appeared to be understood. Examples of other responses include the following: An associate professor said: I would not say we don‘t need rubrics to improve the quality of education. In reality, however, it is difficult to use them, given the time and effort that might be required. An assistant professor noted: © 2015 The author and IJLTER.ORG. All rights reserved.
41
I find it troublesome to use such a thing. My criteria of assessing student work are simpler. Students score poorly if their reports do not follow the instructed topic theme or do not have references. I would give zero to copied and pasted reports for plagiarism. I would give extra points to reports with concrete examples to support their arguments. I would like to use [written] rubrics, but I have not seen rubrics that suit my courses. A professor claimed: I have to evaluate 800 reports for one course. To do so, I use keywords. For instance, a student includes eight out of the 10 key words necessary in an organized way; he or she then receives 80% of a maximum grade. Even using this method, it takes me 10 minutes to grade each report, which comes in total to 8,000 minutes [or over 133 hours]. Therefore, I find it infeasible to use rubrics. Another assistant professor observed: I don't think we need it [a rubric]. In the case of a bachelor‘s thesis, for example, once I look at it, I know how well students do. I assume nobody will look at a rubric even if someone makes it for him/her. The assistant professor whose major is education echoed the opinions of those who were less familiar with rubrics: Using rubrics made by others is troublesome. First and foremost, it takes a lot of effort and time for instructors to understand them. I believe that instructors unconsciously use mental rubrics in mind. We probably would not use a hard rubric even if we were given one. An associate professor added: In order for us all to use the same rubric, we need to address political as well as technical issues. That is, without political pressures from the management level, no one would bother to use it. Focus Group Faculty members belonging to the SAC were not familiar with rubrics, either. After my explanation about rubrics, one member asked, ―How does this rubric help? For instructors to be accountable and show that they make efforts in teaching and assessment?‖ One professor said, ―I thought a rubric has a universal format to be used all over the world. I am surprised to hear that it varies across institutions.‖ Another professor claimed: Although rubrics appear to be objective, the processes to check them are indeed subjective. Rubrics cannot help being subjective because some items © 2015 The author and IJLTER.ORG. All rights reserved.
42
(e.g., awareness of problems) are hard to be assessed by rubrics and thus instructors have to use their own judgment. The NUCB faculty members interviewed in this study had not used written rubrics. Many of them did not know what they were. As the literature review indicated, however, some of them seem to use mental grading mechanisms. In order to further and more broadly explore how rubrics are used, semi-structured interviews with 13 faculty members from seven universities in the Tokai area were conducted. Semi-structured Interviews In this study, semi-structured interviews with 13 faculty members from seven universities in the TAT were conducted in order to examine whether they use rubrics, and if so, how they use them. Five participants claimed that they did not use rubrics. One professor reported that he had started using rubrics to see how they worked, but had not used one for assessment yet. One third of respondents reported difficulties in making and using rubrics: ―I find it difficult to make rubrics,‖ ―It is troublesome to make and use rubrics,‖ and ―Even if we have a rubric at hand, it is difficult to use it. For instance, what would be the difference between level 3 and level 4 of a certain item? We need to make a subjective judgment anyway to decide what is fairly good, what is very good, and so forth.‖ A lecturer commented that she has used the rubric made by the Ministry of Economy, Trade, and Industry (METI) to measure fundamental competencies for professionals. She reported three positive aspects of using rubrics that fit well with those reported in the literature. They include the following: 1) Since the criteria for evaluation are standardized, there may be less inconsistency in grading among instructors; 2) By showing students the criteria for grading, students may find the assessment fairer; and 3) By showing students what instructors expect them to do, rubrics may help students understand what they need to learn. This lecturer also raised some issues about rubrics: 1) It is difficult to make a rubric that can be widely used by instructors because it may be difficult for all instructors to come to an agreement on format, items, languages, and so forth; 2) It is also uncertain whether it is possible to set the same criteria across different subjects; and 3) Even if a rubric is created, instructors might not use rubrics without pressures from authorities because it is troublesome to use them. She concluded that rubrics could be useful for a small group, long-term assessment. However, it is very difficult for instructors to agree on assessment items and criteria. They have to compromise to some extent; otherwise they cannot use rubrics. Some respondents reported reasons that they did not use rubrics. One professor reported: ―Rubrics may set limitations for students; they may just make enough efforts to meet the criteria of rubrics and do no more than that.‖ Another lecturer claimed: © 2015 The author and IJLTER.ORG. All rights reserved.
43
The objective of my course is to enable students to be proactive; the outcome of student work is not important. I don‘t think student pro-activeness can be quantified. Therefore, I do not use rubrics. I assess students from a clinical psychologist point of view. I believe education psychologists tend to use rubrics. Clinical psychologists like myself would rather intend to fill the gap between what is shown in rubrics and what students really are able to do—the real value of student work. An associate professor said that while he understood the significance of understanding the concepts of rubrics, he finds it infeasible to use the same rubrics across different instructors, subjects, and disciplines: Suppose you are replacing a teacher to teach something. Even if the teacher gave you all the instructions about how he or she graded students, would you follow that? We are not pure, innocent graduate students that simply follow what they are told to do. Discussion and Conclusion The current research examined whether Japanese university instructors are familiar with rubrics, and if so, how they use or do not use them. The findings show that many of the instructors in the sample were unfamiliar with rubrics. Some of those who knew about rubrics did not use them for specific reasons. These included that they require too much time and effort. As one respondent claimed, some instructors teach large numbers of students and grade hundreds of reports at a time. Also, rubrics are technically difficult to use. One respondent reported, for example, that the difference between level 3 and 4 of a certain item is often judged subjectively and thus inconsistently. These issues coincide with the negative aspects of rubrics mentioned in the literature review. Given these issues, rubrics may be effectively used only when they meet certain conditions, summarized below: 1. Instructors‘ understanding of and engagement in using rubrics: the current research shows that many instructors do not know or understand rubrics and some of those who know and understand rubrics do not use them because they are unconvinced of the benefits of using them. 2. Examining and understanding the contexts in which rubrics are used: it is difficult to use the same rubric in different contexts because the content of rubrics should differ according to the context. For instance, the criteria for assessing academic writing and creative writing may be different. 3. Political pressures on instructors to use rubrics: making and using written rubrics requires time and effort. Unless instructors are institutionally required to use rubrics and provide evidence of using them, they will not use them. Is it feasible to meet these conditions? The current research does not provide a positive response to this question. While rubrics may be useful for young teachers who are beginning to develop their grading skills, this research suggests that rubrics are © 2015 The author and IJLTER.ORG. All rights reserved.
44
unlikely to become more widely used as a practical assessment tool in the context of Japanese higher education. References Black, P. J. and Wiliam, D. (1998). Assessment and Classroom Learning. Assessment in Education 5(1): 7-71 Bloxham, S., Boyd, P., and Orr, S. (2011). Mark my words: the role of assessment criteria in UK higher education grading practices. Studies in Higher Education 36(6): 655-670 Brookhard, S. M. (2013). How to create and use rubrics for formative assessment and grading. VA: ASCD. Czaplewski, A. J. (2009). Computer-assisted grading rubrics: Automating the process of providing comments and student feedback. Marketing Education Review 19 (1): 29-36. Jonsson, A. and Svingby, G. (2007). The use of scoring rubrics: Reliability, validity, and educational consequences. Educational Research Review 2: 130-144. Helvoort, J. van. (2010). A scoring rubric for performance assessment of information literacy in Dutch Higher Education. Journal of Information Literacy 4(1): 22-39 Ito, H. (2014). What‘s wrong with learning for the exam? An assessment-based approach to student engagement. Journal of Education and Learning 3(2): 145152 Kohn, A. (2006). The Trouble with Rubrics. English Journal 95(4): 12-15. Mabry, L. (1999). Writing to the Rubric. Phi Delta Kappan May 1999: 676-678. Lovorn, M. G. and Rezaei, A. R. (2011). Assessing the assignment: Rubrics training for pre-service and new in-service teachers. Practical Assessment Research & Evaluation 16(16): 1-18. Mabry, L. (1999). Writing to the Rubric: Lingering effects of Traditional Standardized Testing on direct writing assessment. Phi Delta Kappan: 673-679. Mansilla, V. B., Duraisingh, E. D., Wolfe, C. R., and Haynes, C. (2009). Targeted assessment rubric: An empirically grounded rubric for interdisciplinary writing. The Journal of Higher Education 80(3): 334-353. McTighe, J. (2000). Scoring rubrics in the classroom: Using performance criteria for assessing and improving student performance. Thousand Oaks, CA: Corwin. Oki, H. (2014). Daigaku ni okeru rubric hyouka dounyu no jissai (Introducing rubrics in higher education). Ritsumeikan Higher Educational Studies 14: 71-90. Panadero, E., and Romero, M. (2014). To rubric or not to rubric? The effects of selfassessment on self-regulation, performance and self-efficacy. Assessment in Education: Principles, Policy & Practice 21(2): 133-148. Peat, B. (2006). Integrating writing and research skills: Development and testing of a rubric to measure student outcomes. Journal of Public Affairs Education 12: 295-311. Reddy, M. & Andrade, H. (2010). A review of rubric use in higher education. Assessment & Evaluation in Higher Education 35(4): 435-448. Reynolds-Keefer, L. (2010). Rubric-referenced assessment in teacher preparation: An opportunity to learn by using. Practical Assessment, Research & Evaluation 15(8): 1-9. Rochford, L. and Borchert, P. S. (2011). Assessing higher level learning: Developing rubrics for case analysis. Journal of Education for Business 86: 258-265. Š 2015 The author and IJLTER.ORG. All rights reserved.
45
Shay, S. B. (2004). The assessment of complex performance: A socially situated interpretive act. Harvard Business Review 74(3): 307-329 Steven, D. D. and Levi, A. J. (2013). Introduction to Rubrics: An assessment tool to save grading time, convey effective feedback, and promote student learning. Virginia: Stylus Publishing. Stellmack, M. A., Konheim-Kalkstein, Y. L., Manor, J. E., Massey, A. R. & Schmitz, J. A. (2009). An assessment of reliability and validity of a rubric for grading APAstyle introduction. Teaching of Psychology 36: 102-107. Tanggaard, L. 2011. Stories about creative teaching and productive learning. European Journal of Teacher Education 34(2): 219-232. Tierney, Robin & Marielle Simon (2004). What's still wrong with rubrics: focusing on the consistency of performance criteria across scale levels. Practical Assessment, Research & Evaluation, 9(2). Retrieved April 29, 2014 from http://PAREonline.net/getvn.asp?v=9&n=2 . This paper has been viewed 74,724 times since 1/28/2004. Timmerman, B. E. C., Strickland, D. C., Johnson, R. L., & Payne, J. R. Development of a ‗universal rubric‘ for assessing undergraduates‘ scientific reasoning skills using scientific writing. Assessment & Evaluation in Higher Education 36(5): 509-547. Thaler, N., Kazemi, E., and Huscher, C. (2009). Developing a rubric to assess student learning outcomes using a class assignment. Teaching of Psychology 36: 113116. Wilson, M. (2006). Rethinking rubrics in writing assessment. Portsmouth: Heinemann. Wolf, K. and Stevens, E. (2007). The role of rubrics in advancing and assessing student learning. The Journal of Effective Teaching 7(1): 3-14. Young, S. F. & Wilson, R. (1995). Assessment & Learning: The ICE Approach. Winnipeg, MB: Portage & Main Press.
© 2015 The author and IJLTER.ORG. All rights reserved.
46 International Journal of Learning, Teaching and Educational Research Vol. 10, No. 2, pp. 46-59, February 2015
The Art of Teaching: Instructive, Authoritative and Motivational Diana Martinez, PhD Stamford International University Bangkok, Thailand Abstract. What is more important for a teacher, to cover all the materials or to teach fewer units and get students to fully understand the information? This is a dilemma many teachers, educators, and professors face every day around the world. Matching teaching and learning styles is not an easy job; nevertheless, it is not impossible. This case study examines the role of teachers in several linguistic classes and how their performance greatly influences the students‘ outcomes. Scenario one shows the importance of lesson plans and instructions, scenario two discusses the role of authority exercised by the educator and scenario three shows the motivational strategies of a passionate teacher. The art of teaching is something that cannot be performed by everyone but by those who are passionate about sharing ideas and knowledge. Keywords: teachers; motivational; educational powers; pedagogy; classroom management.
Introduction The education field involves not only the art of teaching and learning but many other things implicit in these two acts: students, subjects, areas of study, classrooms, schools, universities, languages, and teachers and educators. Many books can and have been written, about the components of education; however, this case study is focused on the people that make the art of education possible: teachers, educators and professors and the ideal way of teaching a class. There is not a single way to give a class. There are many characteristics to take into account when it comes to teaching and learning. Nevertheless, literature and personal experience have proven that there are a few tips and ―rules‖ to follow in order to make a class successful. Many areas need to be taken into consideration when analyzing the performance of a particular teacher/educator. It is very important to observe the audience (the students), the number of students, the subject taught, the language in which the class is given, the teacher‘s mother tongue and the students‘ native language, the time when the class is given, the classroom‘s design, the materials used, and the teacher/professor‘s behavior.
© 2015 The author and IJLTER.ORG. All rights reserved.
47 This paper analyzes three different scenarios where a linguistic class is given. Two of these circumstances are focused on foreign language classes while the last one is a literature class. The area of study is one aspect analyzed; however, it is not be the main subject. The teachers‘ actions and attitudes are observed and analyzed to support the ideas explained in the literature review. These examples are intended to show that a structured lesson along with an approachable authoritative teacher who is passionate about sharing knowledge and ideas is what is necessary to deliver an effective class.
Literature Review Before getting deep into the main characteristics a person should possess to become a good teacher, it is necessary to discuss whoa teacher is. It looks like a simple question; however, it is not. To define an English teacher is a different task than describing a science professor. The audience and the subject taught play a very important role when it comes to the definition of a teacher/professor/educator. It influences the rhythm of the class; however, this is not the only aspect to notice. While reviewing literature written about teachers and good performance when giving a lesson, there was an author that did not pay attention to the subject or the area of study, but to the performance itself and how the output conveyed by the educator is received as an input by the students—Sally J. Zepeda. She came up with a list of characteristics every person that teaches should master. Teachers, in general, spend many hours of a day with students and become their mentors and role models in a way. Everything they do, directly or indirectly, has an impact on their students. Teachers touch lives. ―In teaching you cannot see the fruit of a day‘s work. It is invisible and remains so, maybe for 20 years. Nonetheless, educators do touch lives in countless ways on a daily basis‖ (Zepeda, 2008). Students usually spend between four and six hours per day in class. Their teachers act as mentors for them. They are not only receiving input related to a specific subject (mathematics, language, science, etc.) but also receive moral values including the art of sharing ideas. The relationship between a teacher and a student is always circular. Both participants can learn many things from each other, not only the student from the teacher. Educators are, in some ways, examples to follow, especially in the first stages of the academic life. The influence they have on students can be invisible as Zepeda states; however, its fruit will grow with time. Teachers nurture the souls of their students. ―Excellent teachers abound in schools, but the truly exceptional teachers are the ones held in the memories and emotions of children long after the school year ends‖ (Zepeda, 2008). Every teacher is different. Still, there is no more rewarding feeling than to receive some news from a former student a long time after he/she was actually a student, talking about his/her life, showing he/she still remembers the teacher and moreover, something he/she was taught helped a little bit in a particular moment of his/her life. There are not words to describe that feeling. Teachers are difference makers. ―Teaching was not about making the world a better place, it was about making their world better, day by day‖ (Zepeda, 2008). Pryce (2010) reaffirmed ―I utilize authentic approaches which provoke students to consider their own values and ethics and reflect on the extent of CSR and ideology of the triple bottom line.‖ Mahatma Gandhi once said, ―Be the change you want to see in the world‖. It is not possible to change the whole world, but it is possible to influence a small portion of it every time a teacher is in front of the © 2015 The author and IJLTER.ORG. All rights reserved.
48 students. An idea kept for one‘s self will always be a small poor idea, but an idea shared with others will become bigger and make some parts of the world different. Teachers are believers. ―I never teach my pupils; I only attempt to provide the conditions in which they can learn‖ (Zepeda, 2008). A teacher cannot control the input that is received by the students and in which way it will be learnt. Depending on the students‘ backgrounds, the same input can be taken in many different ways. The only controllable thing for an educator is the way that input is conveyed. The words used, the facial expressions, the tone of voice are just some of the verbal and non-verbal communication used in class. Through practice an educator becomes an expert in those aspects and sees the effect that a simple look or a smile may have on the learners. When a teacher shares knowledge, he/she hopes for his/her students to understand that piece of information and transform it into something greater for their future. ―A key aspect of my teaching is to help students develop awareness of analytical thought processes so they can learn to reflect on contemporary issues, critically evaluate them and engage in intelligent and informed dialogue‖ (Pryce, 2010). Teachers work on behalf of students and work purposefully with parents and the community. ―Children have never been very good at listening to their elders, but they have never failed to imitate them‖ (Zepeda, 2008). Somehow teachers and parents are closely related. Half of the day children and teenagers are at school with the teachers, and the other half at home with their parents. Teachers should supply what parents do not; and the other way around. Kyle and Rogien (2004) suggested that teachers should somehow involve parents creating a team-work environment with the final purpose of achieving a common goal: the successful future of the students. Both of them are educators who will have a great impact on the students‘ future. Their performance in and out of the classroom will be essential and influential on the youngster‘s behavior. Teachers go to extraordinary lengths to affirm and to serve unselfishly. ―At times our own light goes out and is rekindled by a spark from another person. Each of us has cause to think with deep gratitude of those who have lighted the flame within us‖ (Zepeda, 2008). As previously mentioned, teachers act as mentors and role models for students. The teachers‘ actions should be for the better of their students without asking for anything in return. The impact of each action might be invisible, but will always have its influence on someone. There should not be such a thing as a selfish teacher. An educator is a person who gives, who shares, and who enjoys when knowledge is the rope that unites him/her with the class. Teachers should bring humility to the classroom. ―I‘ve learn that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.‖ (Zepeda, 2008) In a classroom there is some kind of hierarchy where the teacher stands and he/she is seen is the person in power; however, this hierarchy should be fair and students never treated as inferior to anyone else. The teacher might know more about one particular subject, but that does not make him/her smarter that the students. Acting humbly generates a better response from the audience. It is important to create a good environment within the walls of a classroom, one where students feel comfortable and know they can count on their teachers. By creating this atmosphere, the possibilities of giving and receiving a great class are almost ensured. ―Students learn from observing what teachers do and how they interact with their © 2015 The author and IJLTER.ORG. All rights reserved.
49 students, leading to an effective discipline system. The more teachers share with students the discipline strategies and their purpose and rationale, the more effectively the students will learn responsible behavior‖ (Kyle & Rogien, 2004). Teachers provide a safety net for each other. ―If we take the time, we can preserve many ‗Kodak‘ moments of teaching. The artifacts of a scrapbook can serve as a very visible reminder of the joys of teaching, even on the days when the classroom is daunting.‖ (Zepeda, 2008) Many students think that when a teacher enters a classroom he/she is very sure of him/herself, with no fears and very determined. Still, this is not the case most of the time, especially for first-time teachers. As Kyle and Rogien (2004) stated, ―The feelings of ‗our class‘ and ‗the learning community‘ are created through class building activities. […] When the students perceive that they are valued by the teachers and other students, included in classroom activities, accepted in their classroom and school, have a sense of belonging to cooperative groups and are listened to and encouraged by the adults in their lives, they develop respect for themselves and the authority figures in their lives.‖ They need to be able to create their own culture and safety net for the students and for themselves in order to feel comfortable and make others feel relaxed as well. Teachers embrace hope. ―A school is at its best when teachers support each other and focus on their strengths.‖ (Zepeda, 2008) Not only with the students, but also with their colleagues, teachers need to create an environment where they can rely on each other. It is important not to forget, teachers are humans as well. They have the same faults and strengths as everyone else. Feeling part of a group is essential when pursuing a career that includes being surrounded by people at all times. Teachers build personal connections with their students. ―No one has yet fully realized the wealth of sympathy, kindness, and generosity hidden in the soul of a child. The effort of every true education should be to unlock that treasure.‖ (Zepeda, 2008) The job of a teacher is not entering a classroom, delivering the lesson prepared for that day, and leaving. The teacher‘s job is much more than that. The connections established with the students are much more important than the subject given or the grades the students get after a test. With some students, creating a good relationship will be easier than with others; however, the key is found in not giving up. As mentioned before, teachers rely on hope. They never give up on their students. ―Trust is most effectively taught when it is lived. […] Trust is nurtured when students turn to their teachers because they know they will be listened to when they are struggling with interpersonal relationships, academic issues or personal problems‖ (Lumpkin, 2008). (Teachers are psychologists that need to read their students‘ minds in order to perform well in their classes. It is the only way to match teaching and learning styles seeking success. The teacher is the one that commands and leads the lessons and the students are the ones who follow the instructions and do as commanded. How this hierarchy is performed depends on the teacher‘s decision; however, an educator will always have some power over the students. To develop them correctly, he/she will have to find the right balance, as with everything in life. French and Raven (1959) stated, ―According to the social psychologists it is very necessary for an effective leader to gain the trust and respect of his students. You will © 2015 The author and IJLTER.ORG. All rights reserved.
50 have to earn it‖ (as cited in Shah & Inamullah, 2011). They named them the five social powers, -
-
-
-
-
Expert power: This power refers to the expertise in the subject they are teaching. Teachers should master the topic and be able to show this to the students. If the students observe the teacher has not mastered what he or she is teaching, they will lose respect. They want to see an expert, who they can rely on every time they have a doubt about that particular subject, knowing that he/she will always have an accurate answer to give. Referent power: The teacher should command respect of, but also care about the pupils. When talking about exercising power over students, it refers to establishing order. The teacher has to behave as a reference for the students, as an example to follow. He/she should develop an approachable attitude without crossing the line. It is believed that more flies are caught with honey than with vinegar. Still, learners need to keep in mind that being friendly does not mean they can lose respect or do whatever they want. Legitimate power: The teacher acts like the manager in a company. The meaning behind the word ‗teacher‘ carries an intrinsic power, so the students know they must obey what the teacher says. Yet, this power should be earned. Educators will only be in control as long as the students see them as the person in charge. Otherwise, they will lose this power immediately. Reward power: Everyone wants to receive a compliment when they do something right. The same happens, more than in any other job, when it comes to students. They are generally seeking good grades and to pass their classes. By receiving good feedback they are encouraged to keep working well. The teacher has this power to award his/her students when their answers are correct or when they behave well in class. Motivational strategies should be used in a balance way. By giving too many positive appraisals, an educator may create the opposite effect – the students relaxes, loses interests and does not think he/she has to work as hard as before. Coercive power: When a student behaves badly or do not answer properly, he/she needs to be penalized for it so they do not do it again. Students need to learn what is wrong and what is right, and their teacher should not only inform them about it, but also show them the way to do things the right way.
The authority exercised by educators is a challenging task that requires precision and balance. Teachers who are very authoritarian might be seen as arrogant and careless about their students. Teachers who are very friendly might lose the respect of the learners. When looking for the balance, there is a line that combines authority with charisma. The figure of the teacher will be portrayed as the leader of a class, however, that does not necessarily mean that he/she might not be friendly and supportive of his/her students. ―Sociologists have ascribed charismatic authority to qualities that encourage people to obey and follow a leader. A charismatic authority stems from the subject-area knowledge, experience, and professional expertise as both a writer and teacher of writing. Some charismatic authority may also derive from humor, gentleness, and friendly demeanor. […] The classes are markedly student centered. The teacher encourages students to ask questions of each other before turning to him, and he makes frequent use of peer work, peer response, and peer editing‖ (VanderStaay, 2009).
© 2015 The author and IJLTER.ORG. All rights reserved.
51 The passion for teaching, learning, sharing ideas and conveying knowledge are characteristics that come from within a person; a passion cannot be learnt or acquired through practice. A teacher can always improve his/her performance, and this is possible through years of experience and educational strategies; however, it is essential to have a base, an innate component to start with: this would be the passion and love for teaching in a humble and enlightening way.
Methodology The present paper is a case study that analyses three teaching scenarios where the theories explained above are shown. Three videos of different linguistic classes (English as a second language and poetry) in diverse parts of the world (Thailand, the USA and Italy) have been chosen to prove that through clear instructions, authoritative approach and motivational strategies, students are more encouraged not only to pay attention and learn, but also to appreciate the valuable knowledge every class they receive can bring to their futures.
Analysis After analyzing how a teacher/educator should be without taking into account the subject taught, the next sections of this paper analyzes different scenarios in which teachers give linguistic lessons. The first two videos are focused on the teaching of English as a second language. The last video is a poetry class that shows the passion of a teacher. All of them give some pieces of advice about how to become a good teacher, showing some strategies that may help some educators in their classes. Improving as a teacher is always possible; however the passion of any teacher needs to be innate and dwells, always, in a teacher‘s heart. First scenario: British Council teaching speaking techniques (John Kay) The class shown on this video takes place in Thailand where the teachers are giving an English speaking class to children. This video was broadcast by The British Council – a charity that promotes education and cultural understanding around the world. Founded in 1934, this organization is present in over 100 countries nowadays (British Council, 2015). Teaching English worldwide is one of its main projects. Its highstandards of education are renowned around the globe. The speaker in this video is John Kay, from the British association. In it, he gives some general tips about how to perform well in a foreign language class. John starts talking about the organization of a class. A teacher needs to have the ideas clear on his/her mind about how the class is going to be structured and about what the main purposes of that particular lesson are. Teachers need to find themselves relaxed and prepared in front of the class. This can only be achieved when an educator feels comfortable with what she or he is teaching and feels he/she masters the subject. Consequently, the educator will act more confident. It is very important not to show doubt or weakness to the students since they will surely take advantage of that by losing respect and not paying attention, especially when the students are children. The first scene of this video shows a game where the teacher has some cards and students have to say the name of the drawing that is on them. When teaching children during the early stages of language learning, it is very important to make sure all of them learn and get the correct answers. In the case of the game played on the video, a © 2015 The author and IJLTER.ORG. All rights reserved.
52 good suggestion would be to write the results on the blackboard so everyone can see how to spell it so they avoid making spelling mistakes. The English language is different in pronunciation and spelling. It is necessary to be very careful with that. On the video, the teacher makes sure everyone knows how to spell the word so students do not fossilize any mistake and make it in the future. How she decides to do that is by putting the names of the drawings on the blackboard afterwards, next to their correspondent picture. She does not correct one by one but all together. Continuing with the video, at 01:32 another good teaching tip is explained. When working in groups, the teacher should organize and divide the class. In order to avoid group of friends or putting bad and good ones together, an effective strategy is to do it randomly. Assigning a different number to each student (as many as groups should be formed) the groups will be different each time depending on the students´ seats. This idea promotes meeting new people, team work, understanding and getting out the comfort zone. This is partly what the video shows: the teacher promotes help among the pupils by saying, ―You can help her.‖ Another great idea from this scene is the approachable behavior of the teacher. While the students are working in group, the teacher goes around the class, stopping randomly close to a pair of students and asking how the exercise is going and how they feel. By doing this, students can observe they can count on their teacher and they lose any fear they may have of asking any doubt. In the minute 02:04, John states, ―When giving instructions, let them know: Here it comes. […] Look around, make sure they can all see you, and then, go for it.‖ Students should understand what they have to do in order to do it right. This is the reason why instructions, sometimes, should be repeated several times and using different words. The teacher in this scene makes sure everyone has understood what they have to do by not only repeating the instructions himself, but also, by asking a student to repeat them with her/his words. The teacher can also learn if the students have understood the instructions by observing what they are doing. If he/she sees confusing faces or learners looking around, then something is not going the way it should. In this case, the teacher should go to that particular student and explain the exercise again in private. As Pryce (2010) stated, ―I believe in providing structured approaches to enable learning and determinedly encourage students to promote their own learning through active participation‖. Another tip John gives on this video is about the language to use with the kids: simple. Students, especially children, like and understand better when the language is direct and formed by simple words they are able to comprehend. When things get difficult, they do not want to make the effort of understanding most of the time. Also, it is very important not to talk when the students talk. They must hear what the teacher is saying and the teacher ought to listen to the comments the pupils are making.. The teacher needs to know when to talk and when to be silent, so the students can learn to respect their turn. In the last scenes of the video, another class is shown. This time it is a primary class where kids are practicing vocabulary related to clothes. John goes back to the field of instructions and he says, ―If you want the students to practice particular language, it is often important that you control oral practice of the target language before they start to practice in groups.‖ It is essential to practice some examples with the students so © 2015 The author and IJLTER.ORG. All rights reserved.
53 they feel more confident about what they have to do next. The teacher can use creativity here by asking a student to perform the activity with him in front of the class. This way, he promotes interaction and creates a comfortable environment in the classroom. Also, the teacher can make use of extra material as the one used on the video, like pictures where the students can practice the activity with the teacher. One of the last pieces of advice John gives is ―For any task, it is obviously extremely useful for the students to see the useful language; so, you can have this on the walls, or on the table so they are surrounded by the language and all together encourage the use of English in the classroom.‖ Once the students start to do the activity the teacher has explained, another strategy the educator may take is to extend that activity by adding new vocabulary or new mini activities inside of it so students can practice what they studied in previous classes. It is very important to see the possibilities every class brings with it since there are a million things a teacher can do with the children to keep the interest and the rhythm of the class in a fun way. The main pieces of advice taken from this video can be summarized as such: master the class by having ideas organized and clear before the lesson begins and make sure the activities are corrected in front of the whole class so students learn the language properly without fossilizing mistakes. The language learnt during the first stages of life is very important in their future performance since their power of acquisition is so much bigger when they are young than when they grow up. It happens like acquiring a mother tongue. This is the reason it is said that learning a new language as a kid is always easier than as an adult. The next lesson from the video is related to the approachable behavior of the teacher, always available to help the students and answer all their questions. In addition to this, the use of simple language when giving instructions will make the rhythm of the class smoother and the output from the students will always be more satisfactory. And finally, it is essential to improvise a bit while giving a lesson. It is not always good to get stuck to the lesson plan. A good teacher the opportunities of introducing a new activity, a new area of study, a new game that allows her/him keep practicing the language, always according to the rhythm of her/his students. The next scenario shows a language class where it is possible to observe these five powers performed by the teacher. Second scenario: An English class plays Bingo using words with short vowels This video was recorded in 2010 in Santa Clara, California, USA, at Mission College. Founded in 1967, this educational site has a clear purpose. ―Mission College's first priorities are students, their learning and their success. Our College serves the diverse educational, economic and cultural needs of the student population of Santa Clara, the Silicon Valley and our global community by providing associate degrees, transferable, career and basic-skills courses and programs, as well as opportunities for life-long learning‖ (Mission College, 2015). The teacher, Marsha Chan, is giving a beginner level English class. The lesson starts with the teacher talking to the whole class explaining how to play a game. The © 2015 The author and IJLTER.ORG. All rights reserved.
54 students are adults and the class is formed by more than 20 of them, divided into groups of 4-5 to play the game. The first good thing about this class is the explanation given by the teacher. She is using interactive and very high-technology materials. She has a screen on the blackboard that projects what she has on her desk; this way, students can follow her explanations perfectly. Once the explanation is given and she makes sure that everyone has understood, the game starts. The teacher says a word, and they have to spell it and find it on the word sheet they have. The game continues until a student gets 5 words in a row and spells them all right. On the minute 01:25 there is a student that does not know how to ask a question. The teacher asks him, “May I borrow your Bingo markers?‖ and she makes this student to repeat it six times. Thanks to the technique of repetition he learns it. She makes him repeat it out loud – this way she gets the whole class to learn this question. After the student is able to ask the question on his own, without the teacher‘s help, she rewards him by saying, ―Very good.‖ By saying these nice words she encourages the student to do things right since he will receive very good comments and another award – a good grade. Here it is possible to perceive the reward of power described by Jehangir Shah previously. When the class is formed by a great number of students like in this case, it is very difficult to get everyone‘s attention constantly; however, the performance of this teacher is admirable, judging from her attitude toward the students. Every time the camera shows a different student, it is possible to see they are very attentive not only to the exercise they are doing but also to the teacher‘s reactions. It is splendid. It is necessary to say that when it comes to adult students, it is easier than when teaching kids since their will to learn new things is greater. Adults go to class voluntarily most times whereas going to school is the children‘s obligation. The teacher in this video uses a great strategy to catch her students‘ attention. When monotony arrives, things do not go well and pupils start to get bored and get distracted. This is not the case here. The teacher breaks the monotony by interacting with random students one a time. For example, on the minute 02:47 a student asks a question and she says, “Listen to your classmate,‖ addressing the question to everyone. She is interrupting the course of the class and catches everyone‘s attention. Also, she is exercising two powers at the same time: the reference power and the legitimate power. She commands and the students obey. She develops the role of manager and teacher very nicely and achieves her goal: her students learn how to spell new words. She uses another strategy here. She does not only answer the student‘s question, (“Can you repeat that word?‖) but also makes the rest of the class to repeat the same question to learn it. Furthermore, she gives a synonymous question so she teaches another way of asking the same thing, but with other words (―Can you say that word again?‖). A good teacher‘s performance is also seen on his/her spontaneity. Her expert power allows her to see the opportunities that arise in every class. When an educator is an expert in his/her field, it is very easy for him/her to divert the main topic and/or lesson plan, taking advantage of new possibilities to teach the same thing but in different ways addressing all the learning styles. If a section of the lesson plan allows improvisation and also catches the interest of the students, the teacher is succeeding. An educator should be spontaneous. This is a very good strategy in a large class. © 2015 The author and IJLTER.ORG. All rights reserved.
55 Continuing with the class shown on this video, another good example of a good teacher‘s performance is correcting an exercise in front of everyone. In order to make sure her pupils have understood the meaning of ―lips‖ right, she asks a student to create a sentence where this word is included. By doing so, the students will not only get the meaning, but they will also practice sentence structure and grammar. In general, competitive games are the favorite ones among students. When the students are trying to be the first ones in completing an activity, they pay more attention in order to be faster than the rest and win. This is the case of this video‘s game, bingo. At the end of the video, a female student shouts, ―Bingo!‖ and it is possible to see how happy she is. It is a pity than when she has to spell her five words, she does not spell them right and we can see the teacher exercising her fifth power, coercive power. This is very important since most of the time, people learn more by making mistakes and correcting them than by not making any since this would mean they do not interact a lot or try their best. After this girl, another student announces, ―Bingo!‖ This time he spells his five words perfectly! He deserves an award not only from the teacher but also from his classmates. Everyone claps and smiles. This is a very good moment when the good environment between teacher and pupils is observed. The teacher mingles with the class; she claps and laughs, she is another one of them for a moment. This shows the students she is a fun and friendly teacher. Here we can see the social power discussed previously. As Zepeda (2008) said, ―teachers nurture the soul of their students.‖ As analyzed on this video, the five powers can be perfectly shown in one class. They are compatible with each other. It is the teacher‘s responsibility to perform them the best way possible to create a well-organized and fair hierarchical class. The right balance is known as character education. ―This term is used in the broadest sense to encompass the wide range of approaches used by educators to foster good values and character traits in young people. The intention in using this term is not to be prescriptive, but rather to allow character education to be interpreted according to the respondent‘s own definitions and opinions about the realm of values and schooling. While character education is often used interchangeably with such terms as: moral education, moral development, moral reasoning, values education, values clarification, ethics, etc.‖ (Jones, 1998).
The experience, age, and personality of the teacher are very important factors when it comes to the analysis of a teacher‘s performance in front of a class. An educator who has years of experience will always be more able to see the possibilities available to lead the class one way or the other and how to treat the students and interact with them. However, this does not mean this teacher will be better than a less experienced one. The art of teaching comes from the inside, not from the outside. It cannot be learnt as a mathematic law. As stated by Gardner (2005) ―We know that students learn more when teachers are more experienced. School districts that keep hiring teachers on emergency credentials create their own revolving door.‖ This is a statement that has been argued throughout history. Going deep into how a good teacher should be, the first section of this paper discussed the fact that a teacher should create a personal connection with his/her students, should become a mentor to them. They should see him/her as a person they can rely on not only when it comes to an academic matter © 2015 The author and IJLTER.ORG. All rights reserved.
56 but also to any other issue related to their personal life. When talking about more experienced teachers as Gardner (2005) states, ―It is inevitable not to think of an old teacher.‖ Students, children and youngsters will feel closer to younger teachers than to an old one. More experienced teachers are less likely to change their way of giving class, not paying that much attention to the students‘ trends or daily lives. Although a younger teacher may not be as expert as an adult one, the young educator will have the social skills that enable him/her to understand their students better since both groups usually share the same technological and social environments. Most of the time, it is more important that the personal bond exists between teacher and students than the expertise of the subject itself to conduct a successful class. It is just a matter of finding the right balance. One thing is true though; the practice always allows a person to become better in every field of life. ―A key element is student or practice teaching in the field, for learning through supervised practice from a qualified, experience, supportive teacher before taking on the responsibility of a classroom‖ (Gardner 2005). ―Teachers need to learn self-reliance. To achieve this, they need breathing room, and space to try new things and give form to the uniqueness that is their distinct gift to teaching. Teachers need monitoring, but that is best done by those able to put teachers before programs, and to think outside the program box. When teaching is viewed as a process that the teachers themselves must take responsibility for, real teachers come forward and pretenders fall by the wayside‖
(The Clearing House, 2006). Third scenario: Scene from the Movie „The Tiger and the Snow‟ – Roberto Benigni The third and most important aspect found in a teacher besides performance and power, is the passion he/she has about teaching. The last video analyzed in this paper is a scene from the movie ‗The Tiger and the Snow‘ by Roberto Benigni, released in 2005 (IMDB, 2015). This Italian drama‘s main character, Roberto Benigni, is an inveterate romantic poetry teacher who has to fight against all odds for his love. His romanticism and pure passion is reflected in the classes he gives. He is the clearest example of a passionate teacher. He is so inspirational that there is not a single student that does not pay attention to him. He talks so fast about a million ideas in a single minute that students need to keep up with his rhythm. The irony he uses is such a marvelous thing to observe. It is not possible to imitate it though. Being a comedian at the same time as being a teacher is something that cannot be learnt through years of experience because it is innate; it is a personality trait. He loves teaching, he loves inspiring his students and he finds happiness by just doing what he does best: teaching poetry. ―Classroom environment imprints an everlasting effect on the minds of the young learners. The more this environment remains congenial and friendly the more learning is expected. How to make classroom an excellent learning place is the duty of the teacher and the taught.‖ […] ―Teacher performs the role of a manager and leader in the classroom so he requires power in another form which is known as social power of teacher. It is the power by which he influences the attitude and behavior of his students‖ (Shah, 2011).
The appendix of this paper shows the transcript of the scene analyzed in this third scenario. © 2015 The author and IJLTER.ORG. All rights reserved.
57 At 0:36 in the video, Nacopiero (2011) Roberto Benigni says the following sentence to his class: ―Poetry isn‘t outside; it is inside, within.‖ The same happens to the art of teaching. This art does not come from the outside; it cannot be learnt. This art dwells in every passionate teacher as it is in the character played by Roberto Benigni. He can improve his techniques of giving a class or investigating about new educational strategies with his students; however, his love for teaching is in his soul and heart, as every other great educator. When a person is passionate about something, he/she does not even need to think about it. Roberto does not even think of the words he uses. He does not measure them. He is more interested in making students happy, in making them see the value of the subject, in matching what happens inside his class to the external world they live in. From the minute 01:09 onwards, “Fall in love and everything will come to life again! Squander your joy! Dissipate your cheerfulness! Be sad and silent, but with enthusiasm.‖ He places himself in their shoes, he laughs, he makes jokes and he is empathetic asking and answering questions to himself as it he was a student. All this is passion. He is energetic. He uses different tones of voice to show enthusiasm and he passes this passion on to every single student of the class. From the minute 01:37 onwards he states, ―To convey happiness you must be happy. To convey sadness, you must be happy. To be happy, you must suffer! Don‘t be scared of suffering! The whole world suffers! If you don‘t have the means, don‘t worry. Only one thing is necessary to make poetry: everything,” and everyone laughs. There is an idea clear throughout the video that can serve as an essential tip for every educator: if you are not interested in your own subject, your students will not be. Learners look up to teachers who are not only experts in their fields but who enjoy sharing their knowledge with them. ―Creating a positive learning environment involves, empowers and transforms students through their learning of management theories and practice. It shows that through such sustained effort and enthusiasm and a teaching approach which revolves around provocation and evocation of different styles of thinking and learning, students can be encouraged to acquire the knowledge and skills to equip them to become management professional and lifelong learners‖ (Pryce, 2010). If a person does something, they should give 100%. To do something half way will not lead to anything but failure.
Conclusions Every teacher is unique and every class is a different world. Everywhere we go and every class we assist, no matter the subject taught, we will be able to observe good characteristics and bad ones. As with everything in life, it depends on the person. It is very difficult to set up the patterns and to write a guideline that summarizes the qualities the best teacher should have. Not only the subject, but also the language inwhich the class is taught, the socio-cultural environment of both teacher and students, the number of students, the teacher‘s personality and experience, and the students‘ background have a great influence on the success of a particular classroom. In this paper, some general tips about how to become a great educator have been given. How the lesson is structured, delivered, and conveyed to students has an important influence on the outcome as does the authoritative role of the educator. Five powers can and should be exercised in every class in the most balanced way possible. Authoritarianism is very different from being authoritative. Social skills are essential © 2015 The author and IJLTER.ORG. All rights reserved.
58 when interacting with the students since it is important to create a bond between the teacher and the pupils. Above all, the field of education must be formed by those who have a passion for teaching and learning. The spirit of a great teacher is full of enthusiasm and joy, characteristics that are contagious and students pick up very quickly. The art of teaching is found in the soul and the heart of each particular teacher and educator.
References Analuizaff, 2010, February 21. British Council Teaching Speaking Techniques (John Kay) http://www.youtube.com/watch?v=LF7zsz8fi64 . British Council, 2015 - http://www.britishcouncil.org/ © 2015 British Council Gardner, Sandra, 2005 Producing Well-Prepared Teachers from the Hispanic Outlook in Higher Education (December 5, 2005) Imbd, 2015 – The Tiger and the Snow, http://www.imdb.com/title/tt0419198/ Copyright © 1990-2015 IMDb.com, Inc. Jones, Emily Nielsen, Ryan, Kevin, & Bohlin, Karen, 1998. Character Education & Teacher Education: How are Prospective Teachers Being Prepared to Foster Good Character in Students? Action in Teacher Education 20 no4 11-28 Wint '9 Journal of Experimental Education , 2004. The Good Teacher and Good Teaching: Comparing Beliefs of Second-grade, Preservice Teachers and Inservice Teachers –, December 25, 2004. Kyle, Patricia and Rogien, Larry, 2004. Classroom Management: Supportive Strategies. National Association of School Psychologists 2004. Lumpkin, Angela, 2008. Teachers as Role Models. Teaching Character and Moral Virtues. JOPERD, February 2008. Mission College, 2015 - http://www.missioncollege.org/ Nicopiero, 2011, October 9, Enamorense – Roberto Benigni – subtitulos en español http://www.youtube.com/watch?v=eVCxXr5IK_s&feature=related Orlich, Donald C., Harder, Robert J. Callahan, Richard C., Trevisan, Michael S., Brown, Abbie H., 2012 Teaching Strategies: A guide to effective instruction. Cengage Learning, 2012 PurpleCast, 2010, November, 6. An English class plays Bingo using words with short vowels http://www.youtube.com/watch?v=bY9TitJ19E4 . Pryce, Josephine, 2010. Citation for Outstanding Contribution to Student Learning. James Cook University, 2010 Reid, Gavin. 2007 Motivating Learners in the Classroom - Ideas and Strategies, SAGE, 17/10/2007 Riley, Philip, 2011. Attachment Theory and the Teacher-Student Relationship (Atlantic International University, Virtual Campus) Shah, Jehangir, & Inamullah, Hafiz Muhammad 2011. Social Power of Teacher. European Journal of Social Sciences – Volume 21, Number 4 (2011) The clearing house, 2006. Good teachers: Who they are and how we fail them . July/August 2006 VanderStaay, Steven L., Faxon, Beverly A., Meischen, Jack A., Kolesnikov, Karlene T., Ruppel, Andrew D., 2009. Close to the Heart: Teacher Authority in a Classroom Community. National Council of Teachers of English, 2009.
© 2015 The author and IJLTER.ORG. All rights reserved.
59 Voltz, Deborah L., Sims, Michele Jean, Nelson, Betty Palmer, 2010 Connecting Teachers, students and Standards, Strategies for Success and Diverse and Inclusive Classrooms AIU Virtual Campus Zepeda, Sally J., 2008. Tales from a Teacher‟s Heart- Study Guide . Copyright 2008 Eye on Education, Inc. All rights reserved.
Appendix A scene from the movie The Tiger and the Snow by Roberto Benigni (2005), translated from Italian by the author of this paper. “Don‟t start writing love poetry. It is the hardest. Wait till you are 80. Write about something else: the sea, the wind, a radiator, a train running late … nothing is more poetic than any other thing. Poetry isn‟t outside; it is inside, within. Don‟t ask what poetry is; look in the mirror „cause poetry is you. Dress your poems up. Choose your words carefully. Be selective; you may need eight months to find one word. Beauty was born when people started to choose; since Adam and Eve. Do you know how long Eve took to choose the right fig leaf? How about this one? How about that one? She stripped bare all the fig trees of the Paradise. Fall in love! If you don‟t love, everything is dead. Fall in love and everything will come to life again! Squander your joy! Dissipate your cheerfulness! Be sad and silent, but with enthusiasm. Hurl your happiness into people‟s faces. And how? Let me look at my notes; I‟ve forgotten. That‟s what you should do; I can‟t read them. (and everyone laughs) To convey happiness you must be happy. To convey sadness, you must be happy. To be happy, you must suffer! Don‟t be scared of suffering! The whole world suffers! If you don‟t have the means, don‟t worry. Only one thing is necessary to make poetry: everything. (and everyone laughs) Don‟t try to be modern; it‟s the most old-fashioned thing! If a line doesn‟t come up to you in this position, try another position, or this other position. Lay on the ground like this! (and all of a sudden, he lays on the ground). Lying down like this, you can see the sky! What a beauty! What didn‟t I do this before? What are you looking at? Please don‟t look! They see! Make words obey you! If the word „wall‟ doesn‟t bring you any idea, don‟t use it again in 8 years! What‟s that? (pointing at the wall). No idea! That‟s the beauty; like those lines there! (pointing at the blackboard). I want to leave them there forever… Erase it all! We‟ve got to start! The lesson‟s over! See you on Wednesday … or Thursday. Goodbye!
© 2015 The author and IJLTER.ORG. All rights reserved.
60
International Journal of Learning, Teaching and Educational Research Vol. 10, No. 2, pp. 60-71, February 2015
Intercultural Understanding in the New Mobile Learning Environment Daniel Chun University of Wolverhampton Wolverhampton, England
Abstract. The proliferation of mobile learning technologies, wireless
devices and cloud-based applications had been attracting a school of researchers and educators worldwide in developing new programs or extending their current programs. This growing phenomenon can be explained as part of many higher education institutions‟ strategy to meet the growing demand from offshore students who domicile in another country, speak another language and have a different culture. A desk based study into recent academic research in mobile learning and distance learning has been conducted with particular emphasis in evaluating competence in intercultural understanding. It is in this context that we review the current practices by higher education which is by and large still using teacher-led pedagogical model with their own cultural orientation, values and actions of how they perceive as beneficial for the learners and whether specific design strategy can be used to enhance intercultural understanding and competence for both the institution and learners alike. Keywords: Intercultural understanding, mobile learning, cultural competence, transnational education.
Introduction A promotional video posted in YouTube (YouTube, 2015) with the presenter prompting “Have you ever imagined a university program in which learning takes place at your own backyard ?” and the scene shows an Asian man holding a tablet computer in the comfortable setting of a backyard (Informatics Education, 2012). As mobile technologies advance, many educational institutes attempt to take advantage of the extra reach and the new access to global learners with mobile learning technologies as an addition to their existing portfolio of learning technologies. In this case, the higher educational institute is called Informatics Education, a private concern in Singapore that offers UK degree programs in regional Asia with the use of mobile and e-learning platform called Global Campus. Meanwhile back in United Kingdom, Middlesex University had led a research effort back in 2004, which by coincidence is also called the Global Campus project - had received funding from the European Commission to study the use of m-learning in higher education in Southeast Asian nations (Murphy, 2004). Besides the above two chosen cases, which was © 2015 The author and IJLTER.ORG. All rights reserved.
61
carefully selected to stage the phenomenon, there is an increasing body of evidence that educational enterprises are all gravitating towards the use of mobile learning technologies. There are amongst these institutions some wellestablished universities based in the west and higher educational (HE) enterprises based in the east and provides local recruitment and tutoring support. All of these enterprises are tapping the use of latest mobile technologies, learning management system and its applications to support its organizational goals in growing the student enrolments (Clothey, 2010) and adoption of its degree-awarding curriculum programs whether these are local classroom and tutor supported, distance learning (Spronk, 2004) or blended online e-learning (Latchem & Jung, 2010). From reviewing various literatures, it is found that the current body of knowledge in the use of the mobile learning studies have been mostly focusing in the effectiveness and system design of projects and very much falls into the state described by Pachler et al (2010) as “technological fetishisation” and very few cover the social-cultural and cultural dimensions of learning and the impact of the intercultural understanding with the current state of the art in mobile learning.
Objectives of the Study This study intends to evaluate the current state of intercultural understanding in mobile learning research projects and formulate suggestions for its progression for mobile learning researchers.
Methodology of the Study In this study, a desk-based study of existing literature in mobile learning projects was carried out. In particular two major studies by Frohberg et al (2009) and Wu et al (2012) was compared and this covers a large body of literature related to mobile learning projects conducted in primary, secondary, higher education and informal learning.
Theories of mobile learning and intercultural understanding For the purpose of our study, this section will explain the theoretical framework of our research questions, defining the meaning of various terms that is used in this study and the implications it has as a desk-based research on the current body of knowledge. Mobile learning as an extension of online education and e-learning Mobile Learning was identified early on as an extension to e-learning that can be realized by the use of mobile computing devices (Quin, 2000). Today, this definition is still supported by many. Traxler (2009) simply refers mobile learning as “mobile e-learning” and is not adjoining of the two buzz words “mobile” and “learning”. The field of studying mobile learning is still nascent and will continue to develop itself into newer identity (Traxler, 2009), which is similarly described as only an evolutionary phase (Kukulska-Hulme, 2009). Traxler (2009) further supported the notion that mobile learning still has a blurred definition, one which may differ across different geographies, culture © 2015 The author and IJLTER.ORG. All rights reserved.
62
and in particular amongst the two distinct groups of “developed” and “developing” countries. The concepts of mobile learning therefore can be elucidated based on culture and affordances of mobile technologies. In this paper, the focus is on the use of mobile learning technologies as a means to extend the reach of otherwise traditional classroom-based, face-to-face, or tethered e-learning pedagogy in higher education. While many mobile learning projects, research and articles had evaluated the success based on technology and pedagogy, Traxler (2009) supports the argument that implementing mobile learning should put more attention to social, cultural and organizational attributes in order to gain sustainability within higher education. Mobile learning solution by its technical definition (Traxler, 2009) could expand the learner‟s ability to participate at will, with more ways to make contact and with little geographical limitation or time space constraints. Intercultural Understanding and Competence While many authors have written about intercultural issues, cultural diversity, cultural understanding in distance learning and e-learning programs, and a limited few actually have extended beyond online learning to mobile learning and explore extra dimension related to socio-cultural conditions (Pachler et al, 2010). One of the widely used research framework in studying cross-cultural communications is from the original work by Hofstede (1986) who developed the four dimensions of cultural differences – Power Distance, Individualism – Collectivism, Uncertainty Avoidance and Masculinity. Liu et al (2010) recent paper titled “Cultural Differences in Online Learning : International Student Perceptions” is one that adopts Hofstede‟s model. Intercultural contact (Leask, 2004) is often seen as one of the key driver to increase intercultural learning opportunities and competence in transnational education and individual higher education (HE) institute‟s desire to internationalize. Similar to the Singapore educational enterprise introduced earlier in the opening paragraph, many of these HE institutes in Canada, United States, United Kingdom , Australia, New Zealand, also referred to as settler countries (Spronk, 2004) are all expanding and promoting their courses and programs in Asia - often as distance learning programs, or blended learning programs with the support of local tutors. This “internationalization” effort in higher education is not unique (Leask, 2004; Mercando et al, 2004) and is observed in many Asian countries. The terms used in this sector such as offshore, transnational, transborder, distance learning are all very common. It is almost always assumed by the consumers at large that when any programs are offered in Asia by a local educational enterprise, it will have a partnership of some sort with a western university. Since 1990s, these western universities or higher educational institutes had been starting to develop these exportable programs and crossing the cultural barrier (Mason, 1998).
© 2015 The author and IJLTER.ORG. All rights reserved.
63
Global educators are perceived as the new colonizers (Mason, 1998) and often labeled as insensitive by the way they teach. Wang (2006) describes this discourse of online learning which emphasizes “individual development and student autonomy, active learning and mutual communications” and the “teacher-dominated, passive and silent way of learning” for Asian students. According to Leask (2004), these global educators will face many risk factors when comes to developing the understanding of intercultural practices like “how the language and cultures influence their thoughts, values, actions and feelings”. It is clear that when any learning takes place, it can differ significantly from one country to another - Spronk (2004) describes this as “differ profoundly from one culture to another” and attributes these digital learner‟s culture into “hierarchy, style, orientation and language”. Indeed, researchers have found that language is the most common learning barrier to successful teaching and learning. According to the analysis from the ADEPT m-learning research project led by Middlesex University, 60% of the respondents cited that language problems was the key barrier inhibiting mlearning in cross cultural settings” while 36% of the respondents see nonlanguage related communications problems as an inhibiting factor (Murhpy, 2006) suggesting that learners in these Asian countries receiving western education clearly indicates that there are cultural differences stemming from the use of language in communication and non-language communication. This set of statistics supports Spronk‟s view of an academic culture familiar to only the first language learners, and labeling other second language learners as aliens (Spronk, 2004) It is often true that it is necessary to learn more about a culture through the lens of learning the new language (Kukulska, 2009). However, attaining better understanding of a culture is by no means the only outcome of learning a culture‟s own languages, values and actions; but often learning a language, gaining contact, with another culture can achieve this goal (Leask, 2004). Many cross-cultural studies have found many differences between eastern and western cultures. And for educational institutes in West to offer their program courseware in the East, it will be more than just recognizing the difference between the two distinct cultures. In the concept of teaching and learning, Wang (2006) posits that Asian students have a totally different understanding, beliefs and hence expectation of the learning culture from Western educational institutes. The roles of the teacher or tutor who furnished as the contact medium to the text instructions are also different from the viewpoint of Asian students; the type of “quiet” communication pattern inside a classroom, and also inside an online learning environment are observed. Bélisle (2008) supports the viewpoint that intercultural competence as a capacity to understand more than just a words used in spoken or written form for a language, perhaps more to do with the actual process of communication and further proposed the “cultural embeddedness of e-learning environment” and she further supports the notion that intercultural competence is demanding – often requiring the teachers to come up with innovative pedagogical models to reach students irrespective of what medium used. Intercultural understanding © 2015 The author and IJLTER.ORG. All rights reserved.
64
and intercultural competence can be obtained by provisioning more local support and more contacts according to Murphy (2004).
Mobile Learning – a new path to intercultural understanding and competence In this study, I have conducted a review of two major literature that analyze the state of the mobile learning projects and a synthesis from various literatures in mobile learning and e-learning that incorporates the use of mobile computing devices to find out and ascertain if there is some knowledge gap. There are very few literatures that cover the interplay area of intercultural issues and mobile learning. Although referring to online transnational education in general, Liu et al (2010) points out that “the growth of cultural concerns in regards to online learning has not been accompanied by a growing number of studies in the field”. And scanning the various literature on mobile learning, it is found that quite a large number of mobile learning projects discuss about a specific use or instance of adopting a wireless technology like the development of a SMS based system (So, 2009), and some offers a conceptual framework (Chun & Tsui, 2010) or a task model mobile learning theory (Sharples et al, 2006) or pedagogical framework (Khaddage et al, 2009; Laurillard, 2007) and some study the perceptions of the use of mobile learning (Al-Fahad, 2009) The two studies by Frohberg et al (2009) and Wu et al (2012) provide an holistic view of type of mobile learning projects that researchers and practitioners had been focusing on thus far - effectiveness, system design, language learning initiatives - covering education initiatives from primary education to higher education and informal learning. i)
Mobile Learning projects – a critical analysis of the state of the art (Frohberg et al, 2009) which covers 102 Mobile learning projects that were published before the end of 2007 out of the initial screening of 1468 publications. In this report, the selection is focused on six criteria – context, tools, control, communication, subject and objective. Although not directly related to cultural implications, the report recognizes that learning is not an exclusively individual process and the increased use of mobile technologies amongst learners can lead to more contact. There is no reported studies on the intercultural and social-cultural implications in this report.
ii)
Review of trends from mobile learning studies: A meta-analysis (Wu et al, 2012) provides a good synthesis of 164 studies between 2003-2010. In this report, the authors had been able to categorise the type of research by methodology, educational context by mobile device, academic disciplines, level of mobile learners. Particularly relevant to our interest in the context of higher education, the report shows 92 studies in the higher education sector representing 52%. 58% of the studies evaluates on effectiveness as the primary research aim and 32% focus on the mobile learning system design, with 86% of the studies showing positive
© 2015 The author and IJLTER.ORG. All rights reserved.
65
outcome. There is no reported studies on the subject of intercultural and social-cultural implications in this report. Frohberg et al (2009) in his critical analysis paper has adopted a systematic framework to analyse many different kinds of mobile learning projects and by presenting the discussion according to the task models for analyzing mobile learning (Sharples et al, 2007) which analyse six key factors - context, tools, control, communication, subject and objectives of the mobile learning projects. Although the domain of intercultural understanding and cultural issues were not explicitly measured in the model itself, the area for which context and communication covers in the model in part relates to the common space for which the learning and the teaching cultures meet which Frohberg et al (2009) refers as “dialectic nature of the technological and pedagogical space” for educational processes. One of the factors measured is communication and in elearning and mobile learning, participants and teachers are important to the learning process and mobile technologies could improve the communication and interaction and being an isolated learner or learners in loose pair are significantly different. Drawing from the findings from these two literature, and the lack of concrete evidence of research conducted in the area of intercultural implications with mobile learning, it can be argued that that the theory of mobile learning is indeed very nascent – it has not caught on with the amount of research emphasis on intercultural issues on traditional classroom and online learning. Mobile learning was suggested by many authors to be evolving and taking new shape (Traxler, 2009) and still evolving (Kukulska-Hulme, 2009). The following figure 1 shown below is synthesized from the present study that posit as new technologies are being introduced to the teaching and learning arena, it is generally intention is to gain more access as described by Mason (1998) as “global curriculum”. On the vertical axis, it shows the level of understanding in intercultural issues, and on the horizontal axis, it shows the level of accessibility and mobility. Both axes shows a level of high and low level – as in high or low understanding, high or low mobility. There are quite a few authors and researchers investigating the topic of intercultural understanding in teaching and learning, distance education and online learning and these authors often making comparative studies (Robinson, 2007; Wang, 2006; Mercado et al, 2004; Liu et al, 2010) through the lens of various authorial sources such as the Hofstede‟s cultural dimensions theory (Hofstede, 1986). By providing more access and more mobility supported by technology environment, it is presented in this paper that the new technology as adopted lately by many projects to study and evaluate mobile learning, they have show a general lack of intercultural understanding and our review of various literature supports this argument.
© 2015 The author and IJLTER.ORG. All rights reserved.
66
Figure 1: Intercultural Understanding, Accessibility and Mobility
Intercultural Understanding High
Knowledge gap
Classroom Learning & Pedagogy
Low
Online Learning
Recommended direction through extension of Mobile existing design Learning guidelines
Accessibility and Mobility
High
There are some parallels observed in many studies in online education‟ and studies in mobile learning, both of which have seen a large body of knowledge focusing mostly on technological and instructional aspects (Wang, 2006; Fronberg et al, 2009; Traxler, 2009; Cobcroft et al, 2006). This similarity can be explained that the advent of today‟s internet and mobile technologies probably share a similar pattern of trajectory growth. It is argued by many authors that mobile learning will become so popular that learning as an activity will be personal, situated and immersive to our everyday living environment, and therefore see no need to study further as a separate discipline. The growth of the use of mobile devices in learning had been traditionally with smaller handheld devices and this trend is clearly moving away with tablet PCs and the use of mobile learning is seen as inching closer to reach tipping point (Liu et al, 2010). However, this positive identification of the use of technology as applied learning has been criticized; Paliwal & Sharma (2009) believes mobile learning is not quite ready for the mainstream giving the lack of support from the universities. Since many distance learning program, internationalization effort on the part of western higher education institutes have started way back before today‟s landscape of today‟s mobile learning pedagogy – from mail order study guide, CDs, computer-mediated learning courseware, many have also focused on the need for attaining intercultural understanding. Since then, many online learning and World Wide Web based learning design principles such as those presented by other authors (Collis, 1999; Lally et al 2006; Spronk, 2004; Latchem & Jung, 2010) have supported the need for course developers to look at the profound impact of intercultural competence of the host education institutes to design their courseware for a diversified cultural audience. Spronk (2004) called these “settler countries” naming Canada, United States, Australia and New Zealand.
© 2015 The author and IJLTER.ORG. All rights reserved.
67
She further posits that the advent of online learning seems to put the “neglect to cultural diversity” in distance education to an end (Spronk, 2004). As discussed, gaining access to the global marketplace through the deployment of new educational technology is proven to be a trend as the cost of technology becomes affordable for mass consumption. Computer, internet and mobile technologies are the new high tech media that provides ubiquitous access and hence enabling D-Learning, E-learning and M-Learning at lower cost (Paliwal & Sharma, 2009) often providing “convenience, expediency and immediacy”. Despite the lack of interest from researchers to study the conjuncture of intercultural understanding with the new mobile learning environment, authors like Khadage et al (2009) believes that researchers should consider blending the mobile learning technologies into the existing use of blended learning, which already uses a mix of classroom, asynchronous and synchronous online learning to study and incorporate the existing knowledge related to intercultural understanding and cultural studies in blended learning. A review of literature in the mobile learning domain shows that despite that advancement in mobile technologies – user interfaces, devices and connectivity, it is still often seen as only an extension of the existing online learning environment (Traxler, 2009; Paliwal & Sharma, 2009) and hasn‟t deviate much from the original interpretation of mobile learning (Quin, 2000) of using mobile computational devices to connect to traditional online learning. If the past history is a good indicator of what the future will hold; and in the case of the knowledge and understanding in intercultural issues in offering education to a global audience (Mason, 1998; Robinson, 1999) ; and also in using various online e-Learning pedagogies and design techniques encompassing WWW (Collis, 1999), it is quite clear that the use of advance mobile technologies will continue to extend the reach of e-Learning (Traxler, 2009) and therefore the level of intercultural understanding should increase over time as these new disruptive technologies becomes a settler and adopted by the mass.
Design implications for mobile learners In our review of the state of mobile learning, despite being nascent and evolving nature of mobile learning as described by many authors (Traxler, 2009; Kukulska-Hulme,2009), the design principles and needs for intercultural understanding in mobile learning is still very much needed. Goodfellow et al (2009) pointed out that the research efforts focus in the cultural diversity in transnational online learning is growing and supporting the distance learners and what Hodgson (1997) described as “distributed telegraphic culture” in new technology-supported learning environment which also supports educational dialogue. Mercado et al (2004) also suggested almost ten years ago that there is future need for universities “to customize their online programs to satisfy cross-cultural needs” - for today‟s learners who are customers of transnational university education. Several authors had been © 2015 The author and IJLTER.ORG. All rights reserved.
68
advocating the needs for pedagogical frameworks when extending the use of the new mobile learning environment. Specific design to support the process of selfawareness and critical reflection are also needed (Hodgson, 1997). The new mobile learning environment will present itself as a great opportunity for educators in the next decade as the level of intercultural understanding amongst us as educators, as learners and as practitioners increase. Although it is a challenge to deal with a myriad of mobile learning capable devices, applications and connectivity options (Paliwal & Sharma, 2009), it is critical for educators to be fully aware of and make use of the current best practice in online learning and distance education when designing learning activities and courses, learning from the past experiences, critical reflections and knowledge. Collis (1999) had proposed a set of design principles which is general enough to apply to the current state of the technology for e-learning as well as mobile learning as discussed in this paper. In summary, the course designer has to look for areas for which “cultural flexibility” can be applied and summarized in the following table. Table 1. Intercultural design guidelines for WWW courses Plan for flexibility Design for a variety of roles for both instructors and learners Do not assume the course-support site as the primary Use the course-support site as supplementary Make use of a variety of media and resources Minimal technical levels Test fixed on screen to a minimum Deal with different communications Different communication configuration / exam add Be realistic of what instructors can and will do
Source: Collis, 1999. Designing for difference: cultural issues in the design of www-based course support sites.
The „Global Campus‟ project led by MiddleSex University (Murphy, 2004) is of paramount importance as it clearly highlights the phenomenon that the teaching model of the western Socratic pedagogical model, and the learners being in Asia as Confucian - is indeed a form of cultural difference and fundamentally calls for recognition of design implications. Course designers, educators, learners as a result is encouraged to follow the proposed design principles that are recommended for online learning today (Collis, 1999; Lally et al 2006; Spronk, 2004; Latchem & Jung, 2010) as a starting point for any future mobile learning projects. It is also this paper finding that future mobile learning projects need to take a deeper and holistic approach to recognize intercultural understanding.
© 2015 The author and IJLTER.ORG. All rights reserved.
69
Limitation As a desk based study, this report provides a selective snapshot of the most recent studies in mobile learning. In the review of the two major meta-analysis of existing mobile learning projects, some of these reports have pre-determined criteria for selection and a defined period in time (Wu et al, 2012; Fronberg et al, 2009) for selection and may therefore not able to provide coverage to all journals and papers related to the topic, and this study may also have overlooked studies and projects that may not have been easily found.
Discussion With the proliferation of mobile technologies, new devices, high-speed connectivity and ubiquitous computing, cloud-based applications and web 2.0 technologies, educators in the higher education sector are upgrading their knowledge within their professional practice and deploying the use of mobile and Internet technologies in teaching and learning. What used to be seen as barriers to effective adoption of technology-supported learning environment such as slow or intermittent internet connectivity, expensive software licenses, device limitations and limited content can now all be eliminated by open source software (e.g. moodle), free software as a service (e.g. YouTube, Google document), free content (e.g. Wikipedia) and free Wi-Fi. In some cases, the learners are more sophisticated and use other web 2.0 technologies (del Val et al, 2010) to augment their learning, to demand better solution or they outgrow the technology supplied by the institution. In the HE sector, the competence of learners from different culture over time had acquired skills in using technology to communicate, to interact and to participate in the learning process with new mobile learning environment. As new disruptive innovation in educational technologies start to unfold in front of us (Christensen et al, 2011), both educators and learners will be led to leap over the old paradigm of learning with time and space constraints. The level of intercultural understanding, related issues pertaining to the need itself, design implications in the context of mobile learning initiatives has been largely explored through reviewing existing mobile learning projects in this study. Through this study and literature review, it is argued and presented that very few mobile learning studies have focused on intercultural issues – competence, understanding, design by both the learning communities and the educational institutions. This gap in knowledge presents a tremendous opportunity for future studies for practitioners and new researchers. There is no doubt that there will be many challenges in designing effective technologysupported learning projects with an intercultural approach (Lally et al, 2007). This paper conclude with the findings and recommendations that when comes to designing future mobile learning initiatives and projects, practitioners and researchers should adopt the current design guidelines recommended by many authors and follow their existing best practice of e-learning and blended learning projects. This study also recommends that a deep approach is much needed for educators and researchers to plan and reflect on issues related to intercultural understanding and its implications when implementing mobile learning projects.
Š 2015 The author and IJLTER.ORG. All rights reserved.
70
References
Al-Fahad, F. (2009). Students‟ attitudes and perceptions towards the effectiveness of mobile learning in King Saud University, Saudi Arabia. The Turkish Online Journal of Educational Technology - TOJET8(2). Bélisle, C. (2008). E-learning and intercultural dimensions of learning theories and teaching models. E-Learning Papers No 7, retrieved on Jul 26, 2012 at http://www.elearningpapers.eu/en/download/file/fid/19357 Christensen, C., Johnson, C. W., & Horn, M. B. (2011). Disrupting Class: How Disruptive Innovation Will Change the Way the World Learns. McGraw-Hill, 2nd edition. Chun, D. & Tsui., E. (2010). A Reflection of the State of Mobile Learning in Asia and a Conceptual Framework, in Proceedings of the IADIS International Conference: Mobile Learning 2010: Porto, Portugal, pp. 369-372. Available from http://www.iadisportal.org/digital-library/a-reflection-of-the-state-of-mobilelearning-in-asia-and-a-conceptual-framework Clothey, R. (2010). Current Trends in Higher Education: Expanding Access in Asia Pacific through Technology. Comparative and International Higher Education 2, pp. 3-5. Collis, B. (1999). Designing for difference: cultural issues in the design of www-based course support sites. British Journal of Educational Technology, 30(3), 201-215 del Val, J.L. Campos, A.; Garaizar, P. (2010). LMS and Web 2.0 tools for e-learning: University of Deusto´s experience taking advantage of both," Education Engineering (EDUCON), 2010 IEEE , vol., no., pp.1751-1757 Frohberg, D, Göth, C., & Schwabe, G. (2009). Mobile learning projects – a critical analysis of the state of the art. Journal of Computer Assisted Learning, 25, 307–331. Goodfellow, Robin and Lamy, Marie-Noelle (2009). Introduction: a Frame for the Discussion of Learning Cultures. In: Goodfellow, Robin and Lamy, Marie-Noelle eds. Learning Cultures in Online Education. Continuum Studies in Education. London: Continuum Books, pp. 1–14. Online: http://oro.open.ac.uk/13012/ Hodgson, V. (1997). New Technology and Learning: Accepting the Challenge in John Burgoyne & Michael Reynolds (Eds). Management Learning – Integrating Perspectives in Theory and Practice. Sage Publications. Hofstede, G. (1986) . Cultural differences in teaching and learning. International Journal of Intercultural Relations, 10, 301-320. Informatics Education (2012) video posted online promoting Global campus at Youtube website link at http://youtu.be/O_DnXwTfHr0 Kearney, M., Schuck, S., Burden, K., & Aubusson, P. (2012). Viewing mobile learning from a pedagogical perspective. Research in Learning Technology, 20(1063519), 117. Khaddage F. & Lanham E. Zhou W. (2009) “A Mobile Learning Module for Universities “ Re-blending the current learning environment” International Journal of Interactive Mobile Technologies (iJIM, Vol. 3 (2009) Retrieved on Dec 27, 2011 at http://online-journals.org/i-jim/article/viewArticle/949 Kukulska-Hulme, A. (2009). Will mobile learning change language learning? ReCALL, 21(2), 157-165. Lally, V., McConnell, D., & Banks, S. (2006). Developing a collaborative approach to elearning design in an intercultural (Sino-UK) context. In H. Spencer-Oatey (Ed.), elearning in China: eChina Hong Kong University Press Laurillard, D. (2007). Pedagogcal forms of mobile learning: Framing research questions. In N. Pachler (Ed.), Mobile learning: Towards a research agenda (Vol. 1, pp. 33-54). London: WLE Centre, Institute of Education. Latchem, C., & Jung, I., (2010). Distance and Blended Learning in Asia. New York: Routledge pp 117-130 Leask, B. (2004) 'Transnational education and intercultural learning - reconstructing the offshore teaching team to enhance internationalisation'. Paper presented at the Australian Universities Quality Forum, „Quality in a time of change‟, Adelaide, July 7-9, 2004. Liu, X., Liu, S., Lee, S.-H, & Magjuka, R. J. (2010). Cultural differences in online learning: International student perceptions. Journal of Educational Technology & Society, 13(3), 177-188 © 2015 The author and IJLTER.ORG. All rights reserved.
71
Liu,Y., Li, H., & Carlsson, C (2010). Factors driving the adoption of m-learning: An empirical study, Computers & Education, Vol. 55, Issue 3, Pp 1211-1219. Mason, R. (1998). The Globalisation of Education. In Globalising Education: trends and applications. London and New York: Routledge Mercado, S., Parboteeah, KP, & Zhao, Y.(2004). On-line course design and delivery: crossnational considerations. Strategic Change, 13 (4), 183-192. Murphy, A. (2006). Mobile learning in a global context: a training analysis. In: Proceedings of the International Conference on Networking, International Conference on Systems and International Conference on Mobile Communications and Learning Technologies, Morne, Mauritius. Paliwal, S., & Sharma, K. K. (2009). Future Trend of Education - Mobile Learning Problems and Prospects. HOD, Institute of Library Science IPS Academy. Ujjain, India. Retrieved on Jul 26 at http://crl.du.ac.in/ical09/papers/index_files/ical113_101_229_2_RV.pdf Pachler, N. & Bachmair, B., Cook, J. (2009). Mobile Learning: Structures, Agency, Practices. New York: Springer Park, Y. J., & Bonk, C. J. (2007). Synchronous learning experiences: Distance and residential learners‟ perspectives in a blended graduate course. Journal of Interactive Online Learning, 6(3), 245-264. Quinn, C. (2000). M-Learning: Mobile, wireless, in-your-pocket learning. LINE Zine. Retrieved on July 29, 2012 at http://www.linezine.com/2.1/features/cqmmwiyp.htm Rekkedal, T., & Dye, A. (2007). Mobile Distance Learning with PDAs: Development and testing of pedagogical and system solutions supporting mobile distance learners. International Review of Research in Open and Distance Learning, 8(2). Retrieved on Jul 27, 2012, at http://ww.irrodl.org/index.php/irrodl/article/view/349/871 Robinson, B. (1999). Asian learners, western models: Some discontinuities and issues for distance education. In R. Carr, O. Jegede, W. Tat-meg, & K-S. Y (Eds.), The Asian distance learner (pp. 33œ48). Hong Kong: Open University of Hong Kong. Robinson, K. (2007). „Configuring virtual learning environments to support diversity and intercultural learning‟,Paper presented at Education in a Changing Environment Conference, September 12–14, in Manchester, UK. Sharples, M., Taylor, J., & Vavoula, G. (2006). A theory of learning for the mobile age Retrieved Jul 31, from http://kn.open.ac.uk/public/document.cfm?docid=8558 So, S. ( 2009). The development of a sms-based teaching and learning system. Journal of Education Technology Development and Exchange, 2(1):113–124 Spronk, B. (2004). Addressing cultural diversity through learner support. In J. Brindley, C. Walti & O. Zawacki-Richter (Eds.), Learner support in open, distance and online learning environments (pp. 169-177). Retrieved on Jul 30, 2012 at http://www.c3l.unioldenburg.de/cde/support/fa04/Vol.%209%20chapters/Spronk.pdf Traxler, J. (2009) „Learning in a mobile age‟, International Journal of Mobile and Blended Learning, vol. 1, no. 1, pp. 1–12. Traxler, J (2010) Current state of Mobile Learning. A book chapter for “Mobile Learning: Transforming the Delivery of Education and Training AU Press. Pp 20-21 Wang, H. (2006). Teaching Asian students online: what matters and why? PAACE Journal of Lifelong Learning, 15:69-84 Wu, W.H., Wu, Y.C.J., Chen, C.Y., Kao, H.Y., Lin, C.H., & Huang, S.H. (2012). Review of trends from mobile learning studies: A meta-analysis, Computers & Education, Volume 59, Issue 2, September 2012, Pages 817-827 YouTube, 2015. Information Global Campus. Retrieved on Feb 27, 2015 at
http://youtu.be/O_DnXwTfHr0
© 2015 The author and IJLTER.ORG. All rights reserved.
72 International Journal of Learning, Teaching and Educational Research Vol. 10, No. 2, pp. 72-83, February 2015
How Home Economics Teachers in Norwegian Lower Secondary Schools Implement Sustainability in their Teaching? Else Marie Øvrebø University of Tromsø, The Arctic University of Norway, Norway
Abstract. Sustainability is an aim in the curriculum for Home Economics and the concept should be familiar to teachers of the subject. The objective of this study was to investigate how Home Economics teachers in lower secondary school implement sustainability in their teaching. Secondary school teachers (n= 30) were interviewed about teaching sustainability in their schools. The teachers carried out some degree of theoretical teaching about sustainable development. In the course of practical cookery lessons, their focus on the sustainability of resources was minimal. Although several teachers wanted to buy more sustainable products, the budget did not allow it. The majority of teachers exhibited a relatively low degree of awareness pertaining to the concept of sustainable food production. Practical application of this concept was most probably neglected in Home Economics for economic reasons. Keywords: Sustainability, Home Economics, teaching, secondary school.
Introduction In the Western world, everyday consumption of the Earth‟s natural resources exceeds the rate at which these resources can be renewed. Production within the food sector is responsible for a substantial part of our greenhouse gas emissions. In 2002, the United Nations declared that, during the decade 2005-2014, schools and higher education institutions should directly focus on the promotion of sustainable development (Ministry of Foreign Affairs, 2002) In 2006, the concept of sustainable development was incorporated into the aims of the primary and secondary school curriculum in the subject area of Home Economics in Norway (Ministry of Education, 2006) The greater diversity of foodstuffs available on the market requires an increasing awareness, on the part of the consumer, regarding insight into whether or not various foods are produced in a sustainable manner. Pupils in the Norwegian school systems should be provided with more knowledge in this area, through the subject of Home Economics, with the aim of encouraging them to make more sustainable (educated) decisions, which will be reflected in the choice of foodstuffs that facilitate the renewal of the Earth‟s natural resources (Joa, 2011). In the curriculum plan for Home Economics, sustainable consumption is mainly covered in the theme, “Food and Consumption” (Ministry of Education, 2006). The pupils learn about a critical and responsible lifestyle, showing consideration for people and the environment. They should develop consumer competence so that they can make choices with awareness of what will benefit both their health and the © 2015 The author and IJLTER.ORG. All rights reserved.
73 environment. One of the competence aims after year seven (7) is to assess, choose and shop with environmental awareness, and after year 10 the pupils should be able to assess and choose foodstuffs based on ethical and sustainable criteria (Ministry of Education, 2006). In the curriculum for Home Economics instigated in 2006, the focus to a greater extent than previously was on the environment. Home Economics in Norway is a practical subject that has traditionally driven training in line with the socio-cultural learning, where learning through experience is central (Øvrebø, 2008). All competency aims in the curriculum should be reviewed at the end of teaching in Home Economics, but it is up to each teacher to decide how much time it takes to reach each individual competence. How extensively aims were treated, depended on the teachers` ideology on teaching (Pettersen , 2007; Caldwell, 1997). To achieve these aims in an optimal way, the teacher's confidence and competence in the subject are particularly important in the practical- arts such as Home Economics. This is, because a lot is demanded of the teacher, as practical tasks can be difficult to organize and implement (Report No. 22, 2011). At present, 70 percent of Home Economics teachers in primary schools in Norway lack education in the subject (Olsen, 2010). In the subject of Home Economics, school management has great significance when it comes to the provision of good equipment and materials, such as food and cleaning supplies (Øvrebø, 2008; Møller, 2009). Some researchers in Norway claim, however, that the subject is not prioritized, and that it lacks the resources to buy both food and textbooks (Olsen, 2010; Øvrebø, 2011). An area that appears to be discouraged, while lacking teaching skills, will probably to a greater extent be a discipline in which the teacher affects the pupil learning outcomes and the teacher's ideological vision will be crucial for what pupils learn (Joa, 2011). A great many teaching materials for education for sustainable development are available in Norway (Perl, 2011; Kleppang, 2009). The textbook, Matlyst (Food and Health for Lower Secondary Schools) contains a chapter about ethical and sustainable food consumption (Ask, Bjerketvedt & Jensen, 2006a). Another textbook, Takk for Mat (Food and Health for Lower Secondary Schools), discusses many of the same issues as Matlyst (Thommessen, Arsky & Borschenius, 2006). A study of Home Economics teachers (Job, 2011) in an urban community in eastern Norway have indicated that curriculum in Home Economics was already so extensive that it proved difficult to include explicit teaching in this area. In addition, the majority of the teachers thought that organic food would prove too expensive in relation to the schools‟ budget for practical cookery lessons. Most teachers carried out some degree of theoretical teaching about sustainable development, but there was significant variation between schools with regard to both the time allotted and the priority given to this area. Most teachers said that in the course of practical cookery lessons, their focus on sustainability of resources was minimal (Joa, 2011). A sustainable school kitchen within Home Economics classes will primarily pay attention to what is sustainable within the food sector. Sustainability can be operationalized through the following proposed criteria for a sustainable diet: © 2015 The author and IJLTER.ORG. All rights reserved.
74
Use the minimum power during cooking Use organic food Use fairly produced goods Use local producetion Eat low on the food chain, eating more fruits and vegetables and less meat Eat seasonal products Choose fish from sustainable stocks Do not eat more than you need Throw away as little as possible Use drinking fountains that are drinkable
Furthermore, it will be important to sort all waste, including food waste, and use ecolabeled products (Nymoen, Bere, Haugen, & Meltzer, 2009). To obtain an awareness of these products, the pupils need to gain knowledge and experience in how to run a sustainable school kitchen. One can therefore assume that the teacher's knowledge of sustainability, and the way in which it is practiced in the kitchen, will have an impact on pupils' overall learning outcomes (Øvrebø, 2008). The aim of this study is to investigate how Home Economics teachers in lower secondary schools implement sustainability in their teaching.
Methods A letter was sent to the principals of 34 secondary schools from all 19 counties in Norway, inviting them to participate in the survey. Of these 34 schools, 30 responded positively to the request, and in-depth interviews were carried out involving 30 Home Economics teachers at 30 of these schools. Table 1 Variables Area/Province North Norway Middle of Norway South Norway West Norway
Sample Characteristics N= 30
%
8 8 7 7
26.7 26.7 23.3 23.3
Urban/rural Urban Rural
16 14
53.3 46.7
Gender Women Men
25 5
83.3 16.7
Years of teaching 1-4 years 5-10 years 11-15 years 16-20 years 21 years and more
6 8 10 4 2
20.0 26.6 33.3 13.3 6.6
© 2015 The author and IJLTER.ORG. All rights reserved.
75 Characteristics of the respondents (n= 30) are presented in Table 1. The responses came from all four Norwegian provinces. Responses from urban and rural areas were equal in number (Table1). Approximatly half (53.2%) of the respondents had been teaching for over 11years and the other half for between one and 11 years (Table 1). Chi-square analysis revealed no statistical difference between years of teaching in rural and urban areas or in the provinces. In this study, two Home Economics teachers at two of the schools in the municipality were used in the pilot test. The aim of the test was to determine how the interview guide worked. After pilot testing the interview guide, the information was reviewed in consultation with the pilot informants. The interview guide was semi-structured, with the main questions being formulated. It was possible to change the order in which the questions were posed, and there was allowance made for the spontaneous formulation of follow-up questions. The study was in accordance with the requirements of the Privacy Ombudsman for Research at the Norwegian Social Science Services. Table 2 shows the interview guide with questions that informants did. Subsequent questions are not shown here.
1. 2. 3. 4.
Planning for Home Economics hours.
Can you tell how you plan what to be made in Home Economics class?
5.
What do you mean about the term "sustainability" in Home Economics?
What do you think when I say a sustainable diet in relation to food and health?
6.
How are you teaching in skills aims on ethical and sustainability criteria?
How being students taught in competency aims of Sustainability? How do you practice sustainability in the schoolkitchen?
Are sustainable and ethical criteria in the teaching of Home Economics important to you?
Do you spend long time on this competency aim in relation to the other aims?
Background for teaching in Home Economics. •
Education Number of years as a Home Economics teacher
© 2015 The author and IJLTER.ORG. All rights reserved.
76 The interviews were conducted in the winter of 2013. They took place during teachers' working day, and each of the interviews lasted 30 minutes. All teachers were informed about the purpose of the study and that they could stop the interview at any point without giving a reason. Written informed consent and an agreement that quotes from the interviews could be used anonymously were obtained from all teachers. All interviews are included in the analysis. In the process of analyzing the interviews, a branded Apple iPod was used as a recording machine. Each interview was transcribed on the day it was made, to ensure a description of the context of implementation. Respondents were also informed that they could speak freely and that follow-up questions would be asked if necessary. Follow-up questions were usually asked to keep the interview on track in terms of obtaining answers to research questions and issues. The experience “came-into–language” in an open and transformative dialogue between the interviewer and interviewee. The researcher made an effort not to affect the dialogue`s outcome according to her own perceptions and experiences, but to allow the response of the interviewee to emerge. The respondents were relaxed, inspired by the questions, and capable of talking about their teaching about sustainability in Home Economics. In the presentation of the results, key points from the analysis are pointed out. In the interests of anonymity, respondents are referred to as Teacher 1, Teacher 2 etc. Data analysis All 30 interviews were transcribed verbatim. The transcribed data were read through several times and a coding frame for the analysis was developed. The analysis was performed as a phenomenological process with systematic text condensation inspired by Giorgi (1985) and (Malterud 2003) and meaning condensation (Kvale 1996). The analysis followed four steps: a) Reading all the material to get an overall impression, b) identifying units of meaning representing different experiences and coding these units, c) condensing and summarizing the contents of the coded groups, and d) generalizing descriptions and concepts. Quotes from the interviews were translated from Norwegian to English by the author in the process of writing this article.
Results The following will be addressed in this section: What the term „sustainability‟ means to teachers, teachers‟ attitudes to sustainability, teaching pupils to achieve the competence aim of sustainability, theoretical approaches to sustainability, sustainability in practical work in the school kitchen and energy use and reuse. What the term ‘sustainability’ means to teachers None of the teachers expressed the same definition of sustainability, but many presented exemplary perceptions of the concept of sustainability. Most frequently mentioned was "local food". "Low on the food chain", "organic" and "fair trade" were also among the phrases mentioned, as the following quotation shows: I think fair trade and organic food. (Teacher 1) A few (3) teachers, however, had no specific, subject-related perceptions of the concept of sustainability. Sustainability, I wonder about it. One of the most difficult competence aims. I have not dwelled on it-very much. I have no sustainability plan for the pupils. (Teacher 2)
© 2015 The author and IJLTER.ORG. All rights reserved.
77 Teachers’ attitudes to sustainability One third of the teachers believed that practicing sustainability in the kitchen may make pupils more confident. It is important that pupils learn to practice sustainability. We made a vegetable wok, where we used organic and ethically sourced foods. (Teacher 30) Some of the teachers emphasized that, in order to become competent consumers, it is not enough to hear about it, you have to do it. Half of the teachers indicated that they had a personal interest in sustainability and want to practice sustainability in the kitchen. Two thirds of the teachers indicated that sustainability should be included in the teaching of Home Economics, but it was still not significantly stressed when it came down to it: We make very little use of it, because we have to think about economics. (Teacher 20) Two-thirds of the teachers expressed the opinion that sustainable actions are carried out in the classroom, but only because it is required by the curriculum, not because the teachers have a special desire to prioritize the teaching of this subject. Cooking and nutrition are favored, but sustainability is in the curriculum and should perhaps have been embedded in the lessons. The pupils we get from primary level, are much less knowledgeable than previous pupils on nutrition in general. (Teacher 11) Most teachers think that the curriculum in Home Economics is comprehensive and that many pupils lack knowledge when they come to the Home Economics lessons in lower secondary schools. The majority of teachers believe, therefore, that there is little time for sustainability because a lot needs to be repeated, and practical cooking takes priority over theory. In addition, nutrition takes priority over sustainability in the number of hours allocated. Many also believe that the number of hours is too low in relation to the curriculum's scope. One third of the teachers said that the sustainability concept is not something they have given much thought to as they have been teaching Home Economics: It is a competence aim that is not subject to any importance. In relation to the number of hours, we would have to cut out some competence aims. (Teacher 10) Theoretical approach to sustainability Most teachers used theory lessons for this subject. Energy use and reuse was also taken up by many teachers without sustainability being the target of the practical lessons in the kitchen. Of the 30 schools, 25 have some kind of theoretical teaching about sustainability. Within the "some" teaching, there is great variation in terms of how much time is spent on it. Some mention sustainability in the context of checking the "labeling" of food, while others have a session of about two hours on the topic. We've been on the subject of local food and what kind of food is being made in different parts of the world. Pupils had homework, in which they used textbooks that address the sustainability theme.(Teacher 25) Sustainability in practical work in the school kitchen Most of the teachers say that it is too expensive to implement sustainability in the school kitchen: the procurement budget is too tight. Š 2015 The author and IJLTER.ORG. All rights reserved.
78
It is a pity that we cannot use organic food and fair trade products, but the budget decides. We do not buy groceries from a basis of sustainability. Almost always it is lowest price. The pupils themselves are very aware of lowest price. (Teacher 27) Some teachers weave sustainability into something called “home day”. Pupils have one “home day” a year during their schooling. We take up this issue when the pupils have home day. We merge this theme in the tasks pupils have in their home day. Home day is a day when pupils are at home and make a three-course dinner with appetizer, main course and dessert. The pupils can buy organic foods because it's the parents who pay for the food. (Teacher 28) Each of the 30 schools that the 30 teachers represent say that they do not have the finances to buy organic or fair trade products for Home Economics classes, but two of the teachers say that they try some products once to show the pupils some of these goods. Much of the time in the school kitchen is spent on cooking; techniques and nutritious food are central. (Teacher 22) The topic of local and long distance food is usually tackled theoretically in Home Economics. Only three of the teachers say that they are conscious of using local food if the price is almost the same. We talk about choosing local produce in relation to what eggs to buy. A farm near here sells eggs, but we do not buy eggs from there because it's too expensive. (Teacher 5) Several teachers want to buy Norwegian local products and look for those in the stores, but this happens in the autumn when it's time for Norwegian vegetables. All schools in the study say they buy food according to the season. The reasons for using the vegetables in the fall were commonly explained by nutrition and economics. Here is a sample: We use food according to the season. We follow the seasons. We begin the year with the autumn harvest because we have vegetable wok. (Teacher 11) Most of those interviewed were of the opinion that there was no dish which they ate which was low on the food chain, with the exception of vegetables in autumn. “Low on the food chain” is not something that we think of when we teach Home Economics. We do not think that some kind of meat is more sustainable than others, we must think about economics. The same applies to the fish. (Teacher 14) Beef is the most used type of meat, with chicken mentioned as the second most popular. Many of the teachers reasoned that chicken was chosen because they had Muslims in the class, and, for that reason, they could not use pork in cooking. When it comes to fish they use cod and saithe.
© 2015 The author and IJLTER.ORG. All rights reserved.
79 We have fish in the winter when the fishing is at its best. We teach pupils to make fish burgers of haddock, saithe and cod. We do not think about sustainability, but what fish is best for making a fish burger. (Teacher 18) Energy use and reuse Many teachers were aware of the extent to which they used water and electricity. Washing under running water is not necessary. We use cold water to pre-rinse and soapy water when we were in hot water. Then we have a stopper in the sink. Pupils are not allowed to leave the hot water to run. (Teacher 21) There is great awareness about the use of water and electricity, but none of the teachers related this to sustainability. To the extent that it was explained, it was in relation to the economy, hygiene or that it was "learned" that this is the way we do it. The pot must match the electric ring size. If you have a small pot, then also use a small ring, which we emphasize in teaching and turn the oven, so it does not appear on any longer than necessary. In addition, we use a small amount of water when we cook eggs and potatoes. This has to do with economics. (Teacher 23) When it comes to leftovers, the teachers are good at calculating the portion sizes and how much should be brought in for each lesson. Experience and time spent on it will also be important for precise purchases. Nothing goes in the garbage. The remains of food are packed up and put in the freezer. The residue of milk is frozen and may be used in baking. The remains of pre-cooked food are passed down to the teachers in the staffroom or the pupils take leftovers home with them. (Teacher 22) There was not one of the teachers that had a lesson dealing with the leftovers. We always take care of the leftovers. We do not have any particular lesson dealing with leftovers, but maybe we should have. (Teacher 12) A number of teachers instruct pupils that foods can be used for several dishes and not discarded. This can be illustrated as follows: We teach pupils to buy what we need, not large quantities to be disposed of. Pupils receive training in portion sizes. We also teach pupils that they can make different meals from a pack of fishballs. (Teacher 13) Many municipalities offer recycling of paper for schools. Of those surveyed, two thirds of teachers said that they did not sort or even collate paper, while one third of the teachers explained that they had recycling where waste was included. At this school we have recycling of glass, plastic and food waste. It's nice that the pupils get to practice this in Home Economics. (Teacher 15) After a review of all interview data, a picture can be drawn, which I summarize in the following. Most of the teachers came with examples of associated perceptions to explain the concept of sustainability. Their attitudes to sustainability ranged from thinking that it was very important to teach it, to believing that the secondary aims in Š 2015 The author and IJLTER.ORG. All rights reserved.
80 the curriculum were far more important, and therefore they did little or no teaching on this. Many teachers have some kind of theoretical training about sustainability. However, this is not practiced to any great extent in the school kitchen because it is too expensive for the procurement budget. A number of sustainability initiatives have been made in the Home Economicsdiscipline, especially when it comes to using vegetables in the fall, eating low on the food chain, using of water and electricity, and the utilizing leftovers. There are many who cannot communicate to pupils, or who do not have a focus on, these sustainability initiatives. When it comes to using local food, some try to practice this. No one mentioned what kinds of fish and meat are sustainable.
Discussion Sustainability is an aim in the curriculum for Home Economics and the concept should be familiar to teachers of the subject. In addition, there are two textbooks in lower secondary schools which define the term „sustainability‟ (Ask, Bjerketvedt & Jensen, 2006a; Thommessen, Arsky & Borschenius, 2006). These are good teaching materials available to teachers. Many schools in Norway have not secured these textbooks, because they are using a free book that do not define the term „sustainability‟. Despite the fact that most teachers had training in the subject of Home Economics, it did not impact on what they could do about sustainability or how much time they spent on the topic, which suggests that the issue may also have an ideological dimension. Previous studies show that however "green" a teacher is ideologically is consistent with how much time he or she spend on sustainability in their teaching (Raabs, 2010). For all teachers, sustainability was implemented as block tuition (at a maximum of half a day per year) instead of it becoming a recurring theme in the classroom, even though they said that this topic was important to them. This is consistent with previous studies (Haapala, Biggs, Cederberg & Kosonen, 2012; Joa, 2011). Sustainability is a part of the learning outcomes when teachers write their syllabus in the beginning of the term. Several hours should have been dedicated to that topic. None of the schools organized so-called environmental days, where food had a central place. According to Gough (2005), sustainable measures in which the whole school is involved will have a greater impact on student learning. Many teachers had some kind of theoretical teaching about sustainability: however, this is not practiced to any great extent in the school kitchen. As justification for this, the teachers say that it is too expensive to implement sustainability in the school kitchen: the procurement budget is too tight. This is consistent with previous studies (Aarek & Ask, 2012; Joa, 2011). In some schools, an attempt is made to have some practical teaching on this, with lessons on sustainable development. Teachers then argue that they use foods low on the food chain or they buy organic products. Local produce is too expensive for the procurement budget. Several teachers introduce the theme of sustainability in the autumn, so that they can use the associated seasonal vegetables. Sustainability has a certain timeslot in the school kitchen in the autumn but is rarely practiced during the rest of the year. In practical cooking, a very small number use organic food and “fair trade” products. Regarding the nutritional content of organic foods, there are currently no good controlled studies that confirm that these foods are more beneficial to health than conventional foods (Holmboe- Ottesen, 2004). On the other hand, an organic diet is © 2015 The author and IJLTER.ORG. All rights reserved.
81 considered to be less energy- intensive than a conventional diet. When purchasing “fair trade” products, consumers should in principle be assured that the workers who produce these products work under decent conditions; this is something that is perceived by consumers as the “right” thing to do (Milford; 2009). When it comes to selecting the meat and fish species that teachers use in cooking, these are not associated with sustainability. Many teachers justify the choice of fish and meat types with economic limitations. It may also be that there are Muslims in the class. Beef is the meat product that is used most in Norway, while cod is the most commonly used fish. Public nutrition consultations in Norway want to reduce red meat and recommend that the diet is mainly based on fish, fruit, vegetables and whole grain products, which is considered to be a sustainable diet (Directorate of Health, 2011). Several factors may affect whether sustainability is woven into teaching or not. Pupils beginning lower secondary school has currently less knowledge in Home Economics than previous pupils. Many secondary teachers see this lack of training in the pupils and teach techniques and nutrition rather than sustainability. There are currently no textbooks in Home Economics at the primary level. A Norwegian website called The Natural Rucksack is focusing on nature, environment and sustainable development in the primary education. The website is meant as resource base for teachers. Many primary school teachers do not have education in Home Economics. Home Economics in Norway has had little attention and low status (Husjord, 2001; Øvrebø, 2008). Another aspect of sustainability, and whether or not it is executed, is the scope of the curriculum in Home Economics. Most teachers find that the curriculum in Home Economics in Norway is too extensive and that it is difficult to get through the entire plan during a school year. When a subject is too wide to cover in a term, teachers usually pay attention to learning outcomes or objectives of the class, but sustainability is not part of those. Many teachers do not consider sustainability to be as important as the other subjects in Home Economics. The socio-cultural learning system has always been strong in the teaching of Home Economics (Øvrebø, 2011; Holthe, 2009). When several teachers believe that basic techniques are more important than whether the fish has traveled a long or short distance, this tells something about the informant's ideological views on sustainability (Pettersen, 2007; Caldwell, 1997). The teacher's own personal attitude towards sustainability is likely to be picked up by the students and may then affect their attitude to the subject (Joa, 2011; Raabs, 2010). Teachers need not only to teach sustainability, but also to be seen to practice it if they are to educate competent and thoughtful consumers. In addition to the curriculum, the teachers and principals‟ ideological vision most likely put their stamp on education in classrooms (Møller, 2009; Solheim, 2009; Øvrebø, 2008). The majority of teachers believed that, in order to consistently implement sustainable ideology in Home Economics, there is a need for more facilitation by governing agencies. In practical Home Economics, teachers were forced to buy the cheapest products. There were several teachers who had wanted to buy more sustainable products, but the budget did not allow it. Care in the use of energy use and leftovers is evident throughout the year in many schools. This is consistent with the results from another study (Joa,2011), but no teachers mentioned these conservation measures specifically as sustainability measures. Teachers are careful with the use of electricity and water in the school © 2015 The author and IJLTER.ORG. All rights reserved.
82 kitchen and take care of the leftovers. They have their own rules for this, as pupils must learn. Saving water and electricity is something we have been focusing on since Home Economics was introduced in schools. At that time, however, the motivation was probably far more related to economy than to sustainability (Øvrebø, 2008). During and after the interviews, there were factors that could affect the study's validity. There was considerable work on the questions in the interview guide in advance, while follow-up questions were devised as the interview progressed. To a greater extent than the questions in the interview guide, follow-up questions could have influenced the informants‟ statements, as these questions were posed more spontaneously. The researcher`s understanding will not only affect the interview situation, but also the other parts of the project, from the selection of the problem to the finished result. After all the interviews were completed, the researcher had extensive material to be processed and analyzed, which could possibly have made the analysis less clear and thus weakened the reliability. In the analysis phase, it may be an advantage when more people are involved in the work (Knizek, 1998).
Conclusion A teacher`s approach to sustainability can affect the next generations of attitudes and practices in relation to this concept. The majority of interviewees in the study exhibited a relatively low degree of awareness pertaining to the concept of sustainable food production. Most of the education provided on sustainability seems to be theoretical. The practical application of this concept was most probably neglected in the Home Economics syllabus. Governing bodies should be on track with initiatives that support sustainability in Home Economics. Therefore, a shift in emphasis in the Home Economics curriculum is required, in order to accommodate the need for education in the practice of sustainable development in food production. Not only in the curriculum, but in the syllabus of the subject itself so it can homogeneous throughout the schools. Learning outcomes and objectives are essential. The teachers may feel that they do not have relevant knowledge in this area, and, when it comes to foodstuffs for practical teaching, they may be forced by the school`s budget to buy the cheapest option.
Acknowledgments The authors thank the study participants for sharing their thoughts and experience.
References Aarek, I., & Ask, A. (2012). Sustainable in Home Economics/Food and Health in Norway. Paper presented at the International Federation for Home Economics World Congress, Melbourne. Ask, A.M., Bjerketvedt, N.M., & Jensen, I.L. (2006a). Matlyst: Mat og Helse for Ungdomstrinnet. [Appetite: Food and Health for lower secondary schools; in Norwegian].Oslo: Samlaget. Caldwell, K. (1997). Ideological influences on curriculum development in nurse education. Nurse Education Today, 17, 140-144. Directorate of Health. (2011). New Dietary Advice Can Prevent Lifestyle Diseases. Oslo, Norway: Directorate of Health. Giorgi A. (1985). Sketch of a psychological phenomenological method. In: Giorgi A, ed. Phenomenology and Psychological Research (pp. 8–22). Pittsburgh, Pa: Duquesne University Press. Gough, A. (2005). Sustainable schools: renovating educational processes. Applied Environmental Education and Communication, 4, 339-351.
© 2015 The author and IJLTER.ORG. All rights reserved.
83 Holmboe-Ottesen, G. (2004). Bedre helse med økologisk mat. Tidsskrift for Den norske legeforeningen, 124(11), 1529-1531. Holthe, A. (2009). Fra sentral plan til lokale planer i mat og helse. In: A. Holthe, & B.U. Wilhelmsen (Eds). Mat og Helse i Skolen (pp.23-35). Bergen: Fagbokforlaget Husjord, L. (2001) Heimkunnskapsfagets Identitet og Appell [Master in Food, Nutrition and Health]. University of Akershus. Haapala, I., Biggs, S., Cederberg, R., & Kosonen, A.L. (2012). Home Economics teachers‟ intention and engagement in teaching sustainable development. Scandinavian Journal of Educational Research, 1, 1-14. Joa, B.K. (2011). A Sustainable School Kitchen? A Study of Food - and Health Teachers in Secondary Schools‟ Teaching Strategies about the Theme "Project be Truly Sustainable" [Master in Food, Nutrition and Health]. University of Oslo and Akershus. Kleppang, A.L. (2009). Mat og helse i den naturlige skolesekken. [ Food and health in the natural schoolbag; in Norwegian]. http://www.natursekken.no/c1188058/artikkel/vis.html?tid=1212858&within_tid=1212851. Knizek, B.L. (1998). Inerview – design og persektiv. In: Lorensen M, ed. The Question Determines the Method. Research Methods for Nursing and Other Health Sciences(pp33-64). Oslo: Norwegian Gyldendal Publishing Co, Kvale, S. (1996). Interviews: An Introduction to Qualitative Research Interviewing. Thousand Oaks, CA: Sage. Malterud, K. (2003). Kvalitative Metoder i Medisinsk Forskning: En Innføring. 2.utg. [Qualitative Methods in Medical Research: An Introduction. 2.nd.rev. ed.; in Norwegian]. Oslo: Universitetsforlaget. Milford, A. B. (2009). Bærekraftig og etisk mat. In: A. Holthe, & B.U. Wilhelmsen (Eds). Mat og Helse i Skolen (pp: 144-156). Bergen: Fagbokforlaget. Murdoch, J. & Miele, M. (2004). A new aesthetic of food? Relational reflexivity in the 'alternative' food movement. Pp.156-175 in M. Harvey, A. McMeekin and A.Warde (eds.) Qualities of Food. Manchester: University of Manchester Press. Ministry of Foreign Affairs. (2002). National Strategy for Sustainable Development (in Norwegian). Oslo, Norway: Ministry of Foreign Affairs. Ministry of Education. (2006). Curriculum for Knowledge Promotion. Temporary release in June 2006, Oslo: Gyldendal Publishing Co. Møller, J. (2009). Skoleledere som fanebærere. Bedre skole, 3, 9-16. Nymoen, L., Bere, E., Haugen, M., & Meltzer, H. (2009). Diet and sustainable evolution - how can we as professionals contribute that people eat more green? Norwegian Journal of Nutrition, 2, 4-12. Olsen, D.Ø. (2010). Crisis in school kitchens. Oslo: Newswire. http://www.fosnafolket.no/incoming/article1256760.ece. ISSN 1501-8962 No. 77. Accessed August 18. 2011. PERL Conference. (2011). -Enabling-Responsible-Living. http://www.perlprojects.org/Project-sites/PERL/News-Events/PERL-internationalconferences/PERL-conference-2011-Enabling-Responsible-Living. Pettersen, S. (2007). Health Claims and Scientific Knowledge. A Study of how Students of Health Sciences, their Teachers, and Newspaper Journalists Relate to Health Claims in Society. (Doctoral Thesis). Oslo: Faculty of Education, University of Oslo. Unipub. Report No. 22. (2011). Motivation-Coping-Secondary Opportunities. Oslo, Norway: Ministry of Education. Raabs, N.K. (2010). No Child in the Norwegian Woods. Oslo: Universitetet. Solheim, T. (2009). Opplæring i yrkesfag. Teori – praksis. Bedre skole, 4, 27-30. Thommessen, M., Arsky, G.H., & Borschenius, C (2006). Takk for Mat!: Mat og Helse for Ungdomstrinnet. [Thanks for the food!: Food and Health for lower secondary schools; in Norwegian]. Oslo: Damm. Øvrebø, E.M. (2008). Fagdidaktikk i mat og helse. [Didactics in Food and Health; in Norwegian]. Kristiansand: Høyskoleforlaget. Øvrebø, E.M. (2011). Food habits of school pupils in Tromsø, Norway, in the transition from 13 to 15 years of age. International Journal of Consumer Studies, 35, 520-528. © 2015 The author and IJLTER.ORG. All rights reserved.
84 International Journal of Learning, Teaching and Educational Research Vol. 10, No. 2, pp. 84-103, February 2015
WelWel: Proposal for a Collaborative/Cooperative Learning Model in the Cloud Luis Garcia and Maria João Ferreira Universidade Portucalense, Porto, Portugal
Abstract. In the context of the network thought, a change induced by the teacher potentially leads to the formation of social clusterings or to swarming, which can be triggered by what is usually called in the context of the Chaos Theory, by butterfly effect. The teacher as a precursor of this effect distances himself from the traditional approach of key player in the teaching/learning process to become an enhancer of the possibility of learning, thus making it possible for students to make connections within what is apparently chaotic. Keywords: Chaos, Learning, Conectivism, Cloud, Collaboration
Introduction Connectivism (SIEMENS, 2004) and the Chaos Theory (LORENZ, 1963) can become tools to be used by teachers in the context of their classes, with gains for students, who encouraged to build their own personal, extrinsic and updatable library, in the form of a network that will allow them to learn without constraints of space or time. In this sense knowledge advances at an unprecedented pace, driven by a "Darwinian Collective Intelligence" (SANTOS, 2012) which is fully visible in the start of the so called Generation Z (HIETBRINK, 2012) (see section 2). In this investigation, a collaborative/cooperative learning model was conceptualized and developed, it was named WelWel (We Link We Learn) and it can be used, regardless of software, by teachers and students in the classroom but also in a virtual environment. This model is intended to a learning that will be, more and more, done by combining classroom and virtual teaching methods which should become part of education in the next two to three years(UE, 2014) with a focus on b-learning environments which, we believe, will support our appropriation of Murphy's law (KIRILENKO & LO, 2013) “what the Digital Generations can learn will learn.” In this sense the model will allow the teacher to encourage, directly and indirectly, the building of connections by the students, allow operationalizing the acquisition of new knowledge and skills. Before the changing of the current paradigma in the classroom (UE, 2014) we believe that the image of the Teacher should also be “updated” so as to allow it to keep track of the evolution that the school environment is knowing, for example, in what concerns the Bring Your Own Device (BYOD) (TAURION, 2012), the teacher should also be prepared to manage the implementation of an environment conducive to the teaching/learning process of Generations X, Y and Z (see section 2), using the Cloud, more specifically Facebook, YouTube, Calendar and GDrive, as a space for Collaborative/Cooperative learning designed to respond to immediacy (NORRIS & © 2015 The authors and IJLTER.ORG. All rights reserved.
85 SOLOWAY, 2011) and mobility (QUARESMA & GONÇALVES, 2013) inherent to the current generations of students and teachers who, in the context of our investigation, will be named teachers/collaborators.
General conception of the model The WelWel model incorporates, in each stage, the main tasks to be performed and adds elements to the dynamics and flexibility needed to constantly adjust to emerging and specific needs requiring each process of mixed training (classroom and distance), intending to offer a response to predictions which state that within four to five years, there will be virtual and remote laboratories in schools (UE, 2014). The model proposed in this work should be understood as a generic tool, able to maintain its operationality regardless of the tools and resources used provided that they fall within the parameters defined in its preparation. As such, it is understood that the model should provide properties to ensure its scarcity in different scenarios (PERES & PIMENTA, 2011). The Welwel model is characterized by being universal, independent and understandable, as shown in Table 1, which contains the properties of that, we believe, should be considered a pillars of the model. Table 1 – Properties of the WelWel model (adapted from [PERES & PIMENTA, 2011])
Properties Universal
Description Should be used regardless of the specific field of education or educational context. Independent Should maintain its operationality regardless of the perspective adopted in implementation. Understandable Should keep an eminently practical perspective that allows users to be motivated to spontaneous participation. Description In addition to collaborative/cooperative learning (RAMOS & CARVALHO, 2007), bLearning (PERES & PIMENTA, 2011) (see section 3) can be an added value, as intervener in the teaching/learning process, taking advantage of the potentialities offered by the Web, as well as the tools made available by it (AMARO, RAMOS, & OSÓRIO, 2009). In this sense the WelWel model is designed to be a relevant offer, to be operationalized in b-learning environment, enhancing the collaboration/cooperation to happen.
Actors The actors involved, i.e., teacher and student, can, in principle, seem to keep the traditional roles in the teaching/learning process. The teacher, however, emerges as a teacher/collaborator, someone we want to be focused on the word “us” as being much more powerful than the word “I” (GALLO, 2014). It's up to this one to help students find the knowledge they lack and to actualize their own connections. To help students, the Teacher/Collaborator must, first of all, learn to listen to them, in order to better respond to and meet those which are their fears and expectations (GALLO, 2014). According to Cubeiro & Gallardo (2011) we learn every day (CUBEIRO & GALLARDO, 2011). Therefore, it is important to better know the figure of the one who © 2015 The authors and IJLTER.ORG. All rights reserved.
86 can teach us, in the operationalization of the teaching/learning process, in the School context. We know different teachers, who use different approaches towards the same goals, to send a message to the student, change behavior, cause the student to gain and develop new skills. All styles are good (CUBEIRO & GALLARDO, 2011), thus we think teaching is, first of all, to convince others of what we feel because without that we cannot teach (CUBEIRO & GALLARDO, 2011). The teacher should show his students the passion (GALLO, 2014) for what he does, leading the students to visualize in the figure of the teacher the motivation needed to learn and acquire new skills. The Teacher/Collaborator should have a teachable point of view (TPV) (CUBEIRO & GALLARDO, 2011), a tool to understand the process and not just the result of his action (LANÇA, 2013). A teacher who only masters his scientific area cannot be a Teacher/Collaborator. There are other areas that can help him in his action and not just the technical skills, the hard-skills (PERES & PIMENTA, 2011), which are nonetheless essential for proper performance of his educational role. Personal skills, soft-skills (PERES & PIMENTA, 2011) ) are essential for the implementation of the action of the Teacher/Collaborator, since collaborating does not mean, in the context of the model, a total lack of autonomy, on the contrary, it is understood as the achieving of an individual and collective autonomy, as it is shown by a simple story (WHITMORE, 1995): “When I was a child, my parents told me what to do and punished me when I did not obey. When I went to school, my teachers told me what to do and punished me when I did not obey. When I enlisted in the army, the sergeant told me what to do. When I had my first job, my boss told me what to do. So when I reached a position with some authority, what did I do? I told people what to do, because that's what all my models had done.” Collaborating, although it may be thought of as a joint effort of several individuals, it makes sense if the teacher, starts by valuing the soft-skills (PERES & PIMENTA, 2011) worrying about the individual since each student requires differentiated time and distinct additional work too. In a perspective of inclusion but also differentiation regarding the students, the teacher/collaborator may turn to a GROW strategy (LANÇA, 2013):
Goals, setting objectives for the teaching learning process, tools, actions and skills to be acquired;
Reality, check and analyze the reality to be able to explore and enhance each situation;
Options, strategies and possible and alternative scenarios;
What should be done or will be done, when, by whom and the will to do it.
The concern for the individual within the group should consider the fact that the group itself be as strong as the weakest of its elements (URBEA & ORO, 2012). This means that connections to create between students will be better and more reliable if the teacher/collaborator has the concern of working the group from the perspective of each individuality, scanning an evolution (STRATHERN, 2001) we intend to sum up with a proposal that defines the scope we want with the model: © 2015 The authors and IJLTER.ORG. All rights reserved.
87
C=(E x L)N In which C means collaboration, E student, L connections and N the teacher’s influence. The student will benefit from the added value if the connections performed with other students, have a mediation/influence of the teacher either in a scientific level or as resourcing to the Chaos Theory (LORENZ, 1963), in order to trigger events that the teacher expects, to help students achieving the goals. For this, it is not enough knowing how to teach, the teacher/collaborator has to know how to do it (LANÇA, 2013).
Environment Experts agree that there are two major upcoming trends: the changing role of teachers (UE, 2014), with the emergence of the Teacher/Collaborator and the impact of social networks like Facebook, which is already finding its way into the classroom (UE, 2014). In fact as we intend to operationalize with WelWel model, researchers (UE, 2014) draw attention to the fact that social networks provide, in schools, feedback and suggestions, allowing the dialogue between students, teachers, parents and the institution in a less formal way. To enhance the connections that can be created by students in the teaching / learning, decisive part of the proposal C = (E x L) N and following the analysis of b-learning platforms we set out to study the operationalization of the WelWel model, will be performed taking into account the use of Facebook as a collaborative/cooperative learning environment. The choice of this particular social network assumes its widespread use worldwide as can be assessed by the analysis of Figure 1, which can facilitate adaptation to the environment of the proposed model, either by teachers or by students.
Youtube reddit StumbleUpon Twitter Pinterest Tumblr Facebook 0.00% 10.00% 20.00% 30.00% 40.00% 50.00% 60.00% 70.00% 80.00% 90.00% 100.00%
Figure 1 – The 7 worldwide most used social sites (STATCOUNTER, 2014)
This phenomenon inherent to the selection of Facebook as a social environment, is also recurrent when analyzing users' choice in Portugal, as shown in Figure 2.
© 2015 The authors and IJLTER.ORG. All rights reserved.
88
Youtube
StumbleUpon
Tumblr
Facebook 0.00% 10.00% 20.00% 30.00% 40.00% 50.00% 60.00% 70.00% 80.00% 90.00% 100.00%
Figure 2 – The 7 most used social sites in Portugal (STATCOUNTER, 2014)
Facebook, created in February 2004 in Palo Alto, California, by Mark Zuckerberg, Dustin Moskovitz and Chris Hughes, was initially a social network only accessible to students of Harvard University (COUSIN, 2008). Since 2006, it has become a social network, open to any user, with the purpose of helping to communicate more efficiently with friends, family and coworkers. Facebook began by developing a technology aimed at facilitating the sharing of information across the network by performing a digital mapping of the relationships of users in real life (CERDÁ & PLANAS, 2011). Facebook's native tools are the only required immediately to begin creating a community of friends which is based on a sharing concept (CERDÁ & PLANAS, 2011). To use this social network you need to register, which is quite simple, being accessible to any user who wants it, to interact with people you know, not necessarily in a secure environment (FACEBOOK, 2004). In fact, one of the positive aspects of this social network is the initial simplicity of the platform for new users. So from a purely functional point of view, and despite having evolved significantly since its launch, Facebook has not lost its main feature based on its main objective consisting of virtual communication more specifically to share texts, photos and videos links (CERDÁ & PLANAS, 2011).
Tools and resources As mentioned early we consider Facebook as an environment to the WelWel model, however, we selected what we named as Google ecosystem so as to make use of the tools and resources provided by this search engine. The selection of Google to join the WelWel model is justified when analyzing its widespread worldwide use, as can be assessed by the analysis of figure 3.
© 2015 The authors and IJLTER.ORG. All rights reserved.
89
Ask Jeeves
Baidu
Yahoo
Bing
0.00% 10.00% 20.00% 30.00% 40.00% 50.00% 60.00% 70.00% 80.00% 90.00%100.00%
Figure 3 – The 5 most used search engines worldwide (STATCOUNTER, 2014)
The massive use of this search engine is also visible when we analyze the choice of users in Portugal, as we can see in Figure 4.
Sapo
Ask Jeeves
Yahoo
Bing
0.00% 10.00% 20.00% 30.00% 40.00% 50.00% 60.00% 70.00% 80.00% 90.00%100.00%
Figure 4 – The 5 most used search engines in Portugal (STATCOUNTER, 2014)
Google is, first of all, a search engine, although currently it is characterized as being combined with a wide range of tools and resources. Several experts point out Google as the most used search engine in the world (STATCOUNTER, 2014), but Google is not only a solution to perform Web searches, it is rather a tool, a method or a tool (MACHADO, 2009). Google tools and resources, in the context of our investigation, intend to enhance the educational possibilities for the construction of a collaborative/cooperative learning environment, favoring interaction, ideas Exchange © 2015 The authors and IJLTER.ORG. All rights reserved.
90 and collective text production, contributing to the development of the teaching/learning process. The exchanges can be established in a positive way, allowing for the creativity, critical thinking, responsibility and collaboration, among other features that are intended to be developed in the students (MACHADO, 2009) and that will promote the creation of connections between students, students and teachers, and between them and third parties. In this sense we consider the following tools/resources: Gmail In 2004, three webmail services dominated the market, Hotmail, AOL and Yahoo Mail (SENA, 2010). After an intense period of testing Google decides to become more than a research service and launches Gmail. Initially the new service was not considered a serious proposal, in part by offering 1Gb of space for their users, when the average of competition in the market, was only 100Mb. In a decision which did not indicate robustness of the service, this was only available to “beta” users, which later received the ability to invite friends and acquaintances to try Gmail through a system of invitations. This has led, however, to a great interest around the Google mail service, which is currently a top service (SENA, 2010); Google Calendar Google Calendar is a web application that lets you create a personal agenda as well as share it with family and friends, you can simultaneously view schedules that others share with us (BUSBY, 2004); Google Drive (Google Docs) Google Docs currently integrated into Google Drive cloud solution, is an online application suite, very similar to Microsoft Office. This suite features word processor, spreadsheet, presentation graphics editor and also an application for creating forms (BUSBY, 2004). It was developed from existing applications, but now gathered in an environment provided by Google which allows the construction together, and the socialization of production between users. The Portuguese version was released in 2007 (MACHADO, 2009). The main potential of this tool is the storage and online editing of files in real-time collaboration with other users and access through the browser, without limitation of platform and cost (free in this case). In addition, it does not require knowledge to install software, since this is not a requirement (MACHADO, 2009). According to Franklin et al. (2007), this tool has a huge potential when placed in the context of collaborative work on the Web. For example, they refer to the creation of a sales flyer by students of Architecture and Interior Design attending different universities (FRANKLIN & VAN HARNELEN, 2007). YouTube The vídeo delivery platform Youtube was created in 2005 by Chad Hurley, Steve Chen e Jawed Karim, and was subsequently acquired by Youtube to quickly become an important element of contemporary culture (BURGESS & GREEN, 2009). The site is crucial to observe and understand important issues, for example, with discussions about the reconfiguration of the role of information communication technologies in © 2015 The authors and IJLTER.ORG. All rights reserved.
91 society and about problems such as copyright and copyright in the era of new technologies. In part, Youtube also repositioned the music industry, given the videoclip’s role in contemporary culture and the loss of its TV exclusive status, on the increased participation of the audience in the process of creating media content and the popularization of new social phenomena, such as viral videos and flash mobs (BURGESS & GREEN, 2009). In the context of the proposed model Youtube enables the transmission of knowledge through image and audio, reinforcing the subjects taught in the classroom environment, or b-Learning based on text. However we must point out that the platform does not offer features that prioritize the relationship between its users. Although the service is presented as a Community platform, we cannot help but to notice that it favors individual participation at the expense of collective (BURGESS & GREEN, 2009).
Contextualization There is nothing more inspiring than hearing a great communicator defend an innovative idea (GALLO, 2014). The WelWel model should be constituted as an area for the birth and maturation of the ideas of students, which properly filtered by the teacher can instill in the first, the certainty of also contributing to their learning process. With the movement of individual learning action focus to collaborative/cooperative learning process (GONZALEZ, 2005) the whole group consisting of students and teacher should provide a greater value than the sum of the respective parts. We do not intend to create a platform that is a complement or an alternative to LMS's already available on the market, but rather to offer those involved in the teaching/learning process, inter alia, teachers and students, an environment that favors the occurrence of potentially collaborative/cooperative learning. With the WelWel model we intend to make it possible for the student to consider “I’m a learning machine and this is the right place to learn” (ROBINS, 2006), referring to himself to fellow students and teachers as well as to the enriched school space, we hope, by the operationalization of the proposed model. Figure 5 shows the overall structure of the model as well as the interactions that occur in its instantiation.
© 2015 The authors and IJLTER.ORG. All rights reserved.
92
Figure 5 – Stages of the WelWel Model
The influence of social networks has grown, from 2007, among educators and students (LAI & TURBAN, 2008), using the potential of Web 2.0 applications for communication, collaboration, cooperation and creation. In this sense, the use of Facebook in the context of the proposed model is beneficial to users forming a privileged space for communication and information gathering, allowing students and teachers to connect with others who share similar interests, creating communities of people with common interests and values (MANGOLD & J., 2009), the so-called online communities. In this sense the use of Facebook intends to provide users with an environment suitable for collaboration, involving the actors in a space of common interests sharing. Firstly, the model proposes platform preparation activities, having as its start point the environment, the tools and resources available in Facebook and Google. These activities fall under stage 1 and are operated by the Teacher, and its implementation is only required at the beginning of the training period of a new class. This stage is characterized essentially by the preparation of the environment which students and teachers will share. This will be the complement to the regular classes and should work as a support to the activities to be carried out at distance, thereby enhancing learning that is to be collaborative/cooperative, characterized by a freedom of choice by students, which may increase their motivation to learn. This freedom does not mean, however, the decrease in the teacher's role, on the contrary, it will force a repositioning by this intervener in the teaching / learning process in order to respond to events that happen to the rhythm of Nowism (SPIVACK, 2013). Stage 1 will still be characterized by the construction of an environment that aims to provide a comfortable space for three distinct generations: Generation X (GRAIL, 2011), Š 2015 The authors and IJLTER.ORG. All rights reserved.
93 Generation Y (WILLIAM, 2008) and Generation Z (HIETBRINK, 2012) however, the main actor, as can be verified by the analysis of Figure 6 will be the teacher.
Figure 6 – Stage 1 of the WelWel Model
Stage 2 may eventually become stage 1, if there is only a change of themes and/or work to be done, and not class or group training itself. This stage is characterized by the assignment proposal carried out by the teacher, as well as by its presence component. Robert Greene (GREENE, 2013) argues that we all have the ability to expand the limits of human potential. Power, intelligence and creativity are forces that we can free if we have the mentality and appropriate skills. People who assume themselves as a reference in their area of expertise have a different way of seeing the world. Greene (GREENE, 2013) believes that the word “genius” must be demystified because we have access to information and knowledge with which the masters of the past wouldn't dare to dream. Using the metaphor of the Library of Alexandria, the ancient knowledge repository, we can consider the Internet, and more specifically the Cloud (TAURION, 2009) in the context of stage 2 of the WelWel model, a set of resources and tools that students and teachers can use in a relationship that should increase the motivational levels of stakeholders in the teaching/learning process (KIAN & YUSOFF, 2012). Robbins (ROBINS, 2006) states that “effective leaders have the ability to mobilize themselves and those around them because they understand the invisible forces that shape us”. A new approach to solve an old problem (GALLO, 2014). Creating this moment, captivating students belonging to different generations, digital natives or not, immersed in a world of technology is a challenge that the teacher cannot escape from. Following the thought of Robbins (ROBINS, 2006) the teacher should mobilize himself and the students and involve them in this invisible force that should be collaboration between all in view of their own learning. Gmail is used to enhance the communication skills already provided by Facebook, and Google Calendar will allow the timing of tasks proposed by the teacher. Google Drive © 2015 The authors and IJLTER.ORG. All rights reserved.
94 and YouTube allow the provision of educational materials, organized by the teacher, who remains, as we can see in Figure 7, the main actor involved in stage 2 of the WelWel model.
Figure 7 – Stage 2 of the WelWel Model
Although it doesn’t truly contain the first task to be performed by students, stage 3 is the one that requires from them a first approach to the assignment proposed by the teacher. In this sense, it provides an environment in which, by establishing connections to the inherent Theory of Connectivism (SIEMENS, 2004) students can discuss within the Group with the participation of all as well as with the mediation of the teacher. It is during this stage that the space for the exchange of ideas among the users of the environment emerges as a socialization feature among students and between students and teachers, allowing to potentially acquire new knowledge and skills by students through the appropriation of Chaos Theory concepts (LORENZ, 1963). The ability to create connections should be a competence of the students which can certainly lead to a relevant doubt as to whether or not the teacher should step aside from the teaching/learning process. Nothing more clear, the teacher remains the reference in particular assuming the role of guide in the path students follow for the construction of their learning (SIEMENS, 2010). Having humans to relate themselves with other human beings directly and almost vulnerably (GALLO, 2014) is, in our view, a breakthrough in the search for a collaborative/cooperative learning, where censorship or fear of it, shouldn’t exist. All opinions are important and should constitute a brainstorming from which to emerge information to be retained by the students, information which should always count on the teacher’s support to ensure its scientific value. The use of the Group and the Chat inherent to Facebook, aims to build connections that will enable students to acquire new knowledge and skills. Stage 3, as shown in Figure 8 assumes the interaction between teacher and students and it also makes a reference to BYOD (TAURION, 2012), as those involved in the teaching/learning process by © 2015 The authors and IJLTER.ORG. All rights reserved.
95 participating in a b-learning environment (PERES & PIMENTA, 2011) can use devices beyond the computer to have access to discussion groups.
Figure 8 – Stage 3 of the WelWel Model
Stages 4 and 5 are characterized by an enabling freedom of new solutions that students can use in order to make an evolution (STRATHERN, 2001) to build an answer (or several) for the assignment that has been proposed in the stage 2. The space for the exchange of ideas between environment users continues to hold great importance in the execution of these tasks so as to provide an environment prone to the collaboration between stakeholders. So it will be expected that what students can learn will really learn, that is, this is the appropriation of the concepts of Murphy's Law (KIRILENKO & LO, 2013). From stage 5 results a publication the Group’s space which is a private space only accessible to the Group’s members (only students and teacher). Originality is the most effective attribute to capture someone's attention (GALLO, 2014). Only those who are truly unique and can stand out because the brain is unable to ignore uniqueness (GALLO, 2014). Stage 4 should enhance the emergence of proposals for the resolution of the activities which should privilege the creative ability of the whole, composed by the students, instead the mere reproduction of the information taught in the classroom. To facilitate the subsequent holding of information by the students, we can make use of an image or word that tends to prepare the subsequent information. This helps them to more easily access related concepts (KONNIKOVA, 2013).In other words, these concepts become more available and characterized by easier access. The simultaneous use of Facebook and Google Drive will allow the construction of a document, editable, which can be changed by each of the students, fostering the creation of a collaborative document. As you can see from the analysis of figures 9 and 10, the actors involved will mainly be students, the teacher should refrain from directly intervening at the moment of the operationalization of the WelWel model, so as not to detract from the learning that is being built from the collaboration/cooperation among students. However, this does not mean that the teacher should completely move away © 2015 The authors and IJLTER.ORG. All rights reserved.
96 from the process, but must instead show interest and supervisory ability regarding the path chosen by students to solve the proposed activities.
Figure 9 – Stage 4 of the WelWel Model
Figure 10 – Stage 5 of the WelWel Model
© 2015 The authors and IJLTER.ORG. All rights reserved.
97 Finally in stage 6 the solution is published in public repository, i.e. on the page created for this purpose during stage 1. This publication can be done either by the teacher or by the students, it is the teacher’s responsibility to ensure the scientific value of all publications. Stage 6 is characterized by an absence of privacy as far as the publication is concerned which will allow for the spreading of information published there offering third parties the possibility of criticizing and/or collaborating. In stage 6 we witness a congregation of connectivist theories and Chaos and Murphy's Law that have represented the map that have guided students to this point. The teacher, who has been attentive throughout the whole process, has the duty to ensure the scientific value of the information that emerges from the collaborative/cooperative learning operated. This stage intends to represent, following Darwin’s theory, (STRATHERN, 2001), the emergency of an environment that configures part of the digital evolutionism, in the sense that it represents an environment that we intend to survive to the LMS’s evolution (DE FRANCO & LESSA, 2012), constituting an useful answer, potentiating creativity and motivation as well as a collaborative/cooperative learning. The ability to create pages in Facebook allows the creation of a docking place by the students and teachers, which can be used as a repository. As you can infer from figure 11, stage 6 is characterized by the intervention and interaction between students and teacher that should converge to the publication of the solution found for the activity proposed by the teacher and developed in collaborative interaction between students and teacher.
Figure 11 – Stage 6 of the WelWel Model
The structure of the WelWel model implies that the individual knowledge is, in a way, saved on the collective knowledge, as postulated by Siemens (2004) on the network concept in the context of the theory of Connectivism (SIEMENS, 2004). In this sense the WelWel model makes an appropriation of some concepts of the collectivist theory, as we can verify from the observation of Table 2.
© 2015 The authors and IJLTER.ORG. All rights reserved.
98 Table 2 – Comparison between the Connectivist Theory and the WelWel model
Connectivism The learning and knowledge are based on the diversity of opinions. Learning is a process of connecting sources of information.
WelWel Interventions of students and teacher are fundamental to the operationalization of the model. The participants in the model use and connect different information sources.
Learning can exist in nonhuman mechanisms.
The environment is the focus of learning.
The ability to learn becomes more important than what we currently know.
One learns in real time (stream-learning).
Promote and maintain connections is critical to aid continuous learning.
The mobility offered by the cloud, allows a permanent connection to the learning environment. The SoLoMo (Social Local Mobile) allows you to view connections between students, in particular in relation to their online behavior. The BYOD enables a connection to the learning environment, which frees students and teachers from using predefined equipment. Nowism leads to the acceleration of the decision-making process by the teacher.
The ability to see connections between areas of knowledge, ideas and concepts;
The updated and accurate knowledge is the objective of all the connectivist learning activities; Making decisions is itself a learning process.
The introduction of the WelWel model in pedagogical practices aims to make teaching/learning more collaborative and interactive, stimulating the relationship between teacher and students, as well as between them and the knowledge.
Implementation of the model The WelWel model will be implemented through tools and resources that will be adapted to incorporate the new collaborative learning environmnent based on Facebook. We intend to contribute to boosting innovation and digital skills in schools and universities, as 63% of children with nine years old (UE, 2014), in the European Union are in schools that are not yet digitally equipped. Considering that schools and universities should be prepared to give an education that responds to the digital skills that 90% of jobs will require by 2020, we think the WelWel model can be an asset to the school space. Thus, for the operationalization of this model the following resources were identified: 1. Content, will allow environmental management at the level of organization of information in files and folders, as well as their availability in internal and external links, through the use of Facebook as well as Google Docs and YouTube; 2. Tools, facilitate group work by using the blog which would be adapted through the use of a Facebook page, the wiki and glossary, supported by Google Drive
Š 2015 The authors and IJLTER.ORG. All rights reserved.
99 (Google Docs), and for better management of time available for the proposed tasks by an optimized schedule by Google Calendar; 3. Test/Questionnaire, will operationalize the evaluation process through the use of Google Docs; 4. Communication, will provide for interaction among students and between students and teacher, chat and forum, through the use of Facebook and email using Gmail; 5. Course, will function as the course management center itself, integrating once again Google Docs on Facebook, while acting as private and public repository; 6. User: will provide the student’s or teacher’s profile. Each of the features required by the model is provided by the integrated environment or from an external application that enhances the collaborative/cooperative teaching as can be seen from the analysis shown in table 3. Table 3 – Description of the functionalities of the WelWel FUNCTIONALITY
Content
Tools
Test / Questionnaire
Communication
Course
User
PLATAFORM
DESCRIPTION
Use of internal links Use of external links Upload files
GOOGLE DRIVE (GOOGLE DOCS)
Creation / file management Creation / folder management Use of internal links Use of external links Upload files
YOU TUBE
Use of audio files Use of video files
Creation/Management of Blog
GOOGLE DRIVE (GOOGLE DOCS) GOOGLE CALENDAR
Creation/management of Wiki Use of Glossary
GOOGLE DRIVE (GOOGLE DOCS)
Create tests/questionnaires Import/export of tests/questionnaires
Creation/management of forum Chat Use
GMAIL
Use of mail
Posting ads Creation/management of groups and pages
GOOGLE DRIVE (GOOGLE DOCS)
Use of reports Assessment center
Profile creation / management
Schedule management
© 2015 The authors and IJLTER.ORG. All rights reserved.
100 To sum up, the Welwel model consists of six resource base that intend to support a collaborative/cooperative learning with the use of the social network Facebook. Considering the options that should be integrated into Facebook, the resource Content will provide the homepage for the environment that is intended to support the collaborative/cooperative teaching. This web space will provide quick access to all the features of the WelWel model. In order to give Facebook a greater number of tools, the resource to the potentialities made available by Google will contribute to a greater robustness of the collaborative/cooperative teaching tool, allowing the scheduling of the activities to be developed through the potentialities of Google Calendar. In this sense the integration of Google Drive (Google Docs) will not only provide information to students, through manuals, exercises and other documents, but also save the result of work done by the students in what we can call repository. Via the personalization provided by the Facebook platform, the Forum tool will enable the promotion of discussions in a conducive environment for the development of brainstorming in group. In addition, the Chat tool will provide a space for discussion in smaller groups. Finally the announcement tool will allow, the teacher, the creation of events that can function as time-bound goals, in order to assist the management of the rhythms of student learning.
Implications of the proposed model in the collaborative/cooperative learning The implications of the WelWel model in the operationalization of the collaborative/cooperative learning revises the image of the teacher who will have to undergo some adjustments to better meet the needs/demands of the implementation of the model and who can win consistency by adding leader characteristics, when in most situations, the teacher is merely seen, by the students, as a chief. According to Farrache (2008) the chief has ten characteristics that can inhibit the smooth running of the projects to which they have proposed, so the chief (FARRACHE, 2008): Does not decide, does not command; Commands, but does not lead; Is a boastful; Hears but does not listen; Loses control; Places the results above all; Does not release harmful employees; Does not first think of the client; Is afraid; Is unfair. We consider the WelWel environment, an environment in which the teacher will also have tools that, in addition to propitiating students learning, will also challenge the training of each of these individuals. So we believe appropriate to consider qualities we find in some of the currently most successful coaches (URBEA & ORO, 2012), in order to characterize the teacher/collaborator: a) b) c) d) e) f) g) h) i) j)
Knowledge of himself; Knowledge of the group; Communication; Emotional intelligence; Goals and objectives; Global and personalized planning ability; Innovation and creativity; Generosity; Ability to manage conflicts; Mental strength; Motivation.
Š 2015 The authors and IJLTER.ORG. All rights reserved.
101
We will carry out an adaptation of the ten characteristics (FARRACHE, 2008) of the chief with the eleven qualities (URBEA & ORO, 2012) of a successful coach creating the soft skills we believe essential for the teacher/collaborator in the context of the WelWel model: a) Leadership, knowledge of self. b) Credibility, communication. c) Empathy, knowledge of the group. d) Serenity, emotional intelligence. e) Humanity, generosity. f) Overview, ability to outline goals and set objectives with innovation and creativity. g) Frontness, comprehensive and personalized planning ability. h) Focus, mental strength. i) Motivation, fundamental ability. j) Moderation, ability to manage conflicts. The figure of the teacher/collaborator implies considering the teacher's responsibility to provide students with skills that allow them to create and validate their own connections, culminating in the construction of a social network, personal, enabling them to learn and maintain a learning that is intended to be continued. In this sense it is also important to stress the Chaos Theory since i tis from a sort of chaotic start that the student will begin to create his own learning, in collaboration with other students, always under a non-interventional supervision but interactive with the teacher. The WelWel model, aims to be more effective in explaining concepts, using methods of diverse sensory stimulus - auditory, visual and kinesthetic (GALLO, 2014). In an investigation (GALLO, 2014) conducted by Richard Mayer at the University of California, students were exposed to multisensory environments - text, images, animation, video - and had, always, not just occasionally, but always, a much more accurate information retention than students who had only had the opportunity to read or hear the same information. When it allows the brain to build two representations of the same explanation, a verbal model and other visual, mental connections are not just a little stronger, they are much stronger (GALLO, 2014). The use of tools that compose the WelWel enables students to retain concepts via, for example, words and images, rather than just through words, thereby increasing retention ability of those concepts. Excluding video tool, also available in WelWel, the use of an image helps to retain six times more information than only through recourse to words (GALLO, 2014). According to Paivio (1990), visual information and verbal information is stored separately in our memory. Thus they can be stored as words, images, or both (PAIVIO, 1990). In a more general perspective, the images are recorded in our brain more clearly, which makes it easier to retrieve the inherent information. The WelWel model enhances a strong relationship between the mind and the habit, being this a know-how that is acquired in action. If the teacher really wants his students to act in a certain way, he needs to enhance these behaviors through the teaching/learning process. Tasks undertaken through the WelWel model will be the most effective way to get a strong relationship between the mind and the habit (AZEVEDO, 2011).
Š 2015 The authors and IJLTER.ORG. All rights reserved.
102
Conclusions In 2013, for the first time in history, the number of mobile devices with internet access most of which are smartphones - topped the world's population (UNESCO, 2013). However, despite its scope and special types of learning that they can support with these technologies are often banned or ignored in the formal education systems. In the context of the initiative Opening up Education (UE, 2014), the European Commission notes that most of the teachers in primary and secondary education do not consider themselves digitally competent or able to teach digital skills effectively. The application of the WelWel model will thus entail first of all a change in the teacher’s role, into a teacher/collaborator. The teacher/collaborator will act in the context of Connectivism relying on the Chaos Theory and Darwin’s Theory to operationalize the teaching/learning process in students. In this sense he will act with a focus on emotional aspects and natural (teach something new and memorable and present the content in an unforgettable way). The teacher should therefore: (a) getting to know yourself and your environment; (b) have a capacity of careful and thoughtful observation; (c) imagine, remembering to use spaces which you do not think you need; (d) deduct only from that observed and (e) nothing else and Learn from your mistakes and your successes. Shall also have as a fundamental goal, teaching students to be thinkers and no information repeaters (CURY, 2004), i.e. equip them with the skills so they can use the tools provided by the WelWel model to create their own connections (SIEMENS, 2010) and so they can learn on their own initiative and in collaboration. We intend, with the operationalization of the WelWel model, use the Facebook / Google combination as collaborative/cooperative learning environment, hoping to increase the At the same time we intend to also involve students and teacher in a highly connectivist space (SIEMENS, 2008) that enables the learning to happen, regardless of the area of education, as well as from the perspective of its implementation, to be eminently practical, to motivate users to spontaneous participation.
References AMARO, S., RAMOS, A., & OSÓRIO, A. (2009). Os meninos à volta do computador: a aprendizagem colaborativa na era digital. Eduser, Revista de Educaçao, 1. AZEVEDO, J. (2011). Por dentro da tática. Lisboa: Prime Books. BURGESS, J., & GREEN, J. (2009). Youtube e a revolução digital. BUSBY, M. (2004). Learn Google. Plano: Wordware Publishing. CERDÁ, F. L., & PLANAS, N. C. (2011). Facebook’s potential for Collaboratve e-Learning. Revista de Universidad Y Sociedad Del Conocimiento. COUSIN, C. (2008). Tout sur le Web 2.0. Paris: Dunod. CUBEIRO, J. C., & GALLARDO, L. (2011). Mourinho versus Guardiola. Barcelona: Prime Books. CURY, A. (2004). Pais brilhantes, professores fascinantes. Lisboa: Editora Pergaminho. DE FRANCO, A. (2009). TEDxSP 2009 de Franco. Retrieved from http://www.tedxsaopaulo.com.br/augusto-de-franco/ DE FRANCO, A., & LESSA, N. (2012). Porque as plataformas de aprendizagem não são boas. Escola de Redes. FACEBOOK. (2004). Sala de Imprensa. Retrieved August 17, 2010, from http://www.facebook.com/press/info.php?factsheet FARRACHE, L. (2008). Los diez pecados capitales del jefe (Ourense.). Alzumara. FRANKLIN, T., & VAN HARNELEN, M. (2007). Web 2.0 for Content for Learning and Teaching in Higher Education. Manchester: Franklin Consulting and Mark Van Harnelen. GALLO, C. (2014). TED Os segredos de comunicaçao das conferências mais carismáticas do mundo. Lisboa: Gestão Plus. GONZALEZ, L. (2005). Um modelo conceitual para aprendizagem colaborativa baseada na execução de projetos pela web. Escola Politécnica da Universidadde de S. Paulo, S. Paulo.
© 2015 The authors and IJLTER.ORG. All rights reserved.
103 GRAIL, R. (2011). Names of Generations. Grail Research - Consumers of Tomorrow. GREENE, R. (2013). Mastery. New York: Paperback. HIETBRINK, E. (2012). Intro Generation Z. In TEDxYouth@Curaçao. KIAN, T. S., & YUSOFF, W. F. W. (2012). Generation x and y and their work motivation. In Proceedings International Conference of Technology Management, Business and Entrepreneurship. Melaka: University Tun Hussein Onn Malaysia. KIRILENKO, A., & LO, A. (2013). Moore’s Law versus Murphy’s Law: Algorithmic Trading and Its Discontents. Journal of Economic Perspectives, 27. KONNIKOVA, M. (2013). Mastermind. New York: Viking. LAI, L. S. L., & TURBAN, E. (2008). Groups Formation and Operations in the Web 2.0 Environment and Social Networks. In Groups Formation and Operations in the Web 2.0 Environment and Social Networks (pp. 387–402). LANÇA, R. (2013). Coach to coach. Barcelona: Prime Books. LORENZ, E. N. (1963). Deterministic Nonperiodic Flow. Journal of Atmospheric Sciences, 20. MACHADO, A. N. A. (2009). A ferramenta Google Docs: Construção do conhecimento através da interacção e colaboração. Revista Cientifica de Educação À Distância. MANGOLD, W. G., & J., F. D. (2009). Social Media: The new hybrid element of the promotion mix. In Business Horizons (pp. 357–365). NORRIS, C., & SOLOWAY, E. (2011). Going mobile. District Administration Magazine. PAIVIO, A. (1990). Mental representations. Oxford: Oxford University. PERES, P., & PIMENTA, P. (2011). Teorias e Práticas de B-Learning. Lisboa: Edições Silabo. QUARESMA, J. G., & GONÇALVES, C. (2013). Out of the office. Porto: Vida Económica Editorial SA. RAMOS, A., & CARVALHO, J. O. (2007). A utilização de ambientes virtuais para a colaboração por grupos de pesquisa brasileiros: uma análise do desenvolvimento de trabalhos de maneira colaborativa. DataGramaZero - Revista de Ciência Da Informação, 8. ROBINS, T. (2006). TED2006 - Why we do what we do. Retrieved from http://www.ted.com/talks/tony_robbins_asks_why_we_do_what_we_do SANTOS, A. (2012). Inteligência coletiva. Linux Magazine, 32. SENA, T. (2010). Ultimate guide to Gmail. SIEMENS, G. (2004). Connectivism: A Learning Theory for the Digital Age. elearnspace. Retrieved July 16, 2013, from http://www.elearnspace.org/Articles/connectivism.htm SIEMENS, G. (2008). Uma breve história da aprendizagem em rede. SIEMENS, G. (2010). TEDxNYED Siemens. Retrieved from http://tedxtalks.ted.com/video/TEDxNYED-George-Siemens-030610 SPIVACK, N. (2013). The Present IS the Future: Real-Time Marketing In the Era of the Stream – Part One. Minding the planet. Retrieved July 18, 2013, from http://www.novaspivack.com/uncategorized/the-present-is-the-future-real-timemarketing-in-the-era-of-the-stream-part-one STATCOUNTER. (2014). Top 8 Mobile Operating System. Retrieved July 16, 2013, from http://gs.statcounter.com/#mobile_os-ww-monthly-201206-201306 STRATHERN, P. (2001). Darwin e a Evolucao Em 90 Minutos. Rio de Janeiro: Jorge Zahar Editor. TAURION, C. (2009). Cloud Computing: Computação em Nuvem. Rio de Janeiro: Brasport. TAURION, C. (2012). BYOD na prática. Linux Magazine, 95. UE. (2014). The NMC Horizon Report Europe: 2014 Schools Edition. União Europeia. UNESCO. (2013). UNESCO Policy Guidelines for Mobile Learning. Fontenoy,: UNESCO. URBEA, J., & ORO, G. G. (2012). Êxito. Lisboa: Prime Books. WHITMORE, J. (1995). Treinar para um bom desempenho. Lisboa: Publicações Europa América. WILLIAM, J. (2008). Generations X, Y, Z and the Others. The Journal of the Household Goods Forwarders Association of America, XL, 9–11.
© 2015 The authors and IJLTER.ORG. All rights reserved.
104
International Journal of Learning, Teaching and Educational Research Vol. 10, No. 2, pp. 104-113, February 2014
User Behaviour on Google Search Engine Bartomeu Riutord Fe Stamford International University Bangkok, Thailand
Abstract. The objectives of this study are (1) to analyse the relationship between the user’s knowledge about Google search engine and the position of the websites that they visit on it, and (2) to learn how the user access to Pay Per Click links according to their knowledge about them. Research methodology: The sample consisted of 120 Spanish people from Palma de Mallorca who have been evaluated through a questionnaire to define their knowledge about Google search engine and then with an analysis of the position of the websites visited on 4 different searches using it. Research findings were as follows: (1) Users with low Google search engine knowledge tend to click on links in top positions in the organic search results (Pearson r=0,706) (2) and on Pay Per Click links (Pearson r=-0,358) with more incidence than users with high knowledge. Keywords: search engine, SEO, SEM; Google, user.
Introduction Our society is changing very fast. The way people live is getting hardly influenced by Internet and specifically by the search engines that we find on it. On the other hand, every business and organization wants a presence on the web and they use the search engines to bring traffic to them. Rehman and Naeem (2013) define the search engine as the process based on different strategies with the main goal to organize the information from the Internet and give it to the users. We consider them useful and efficient if they give us the correct information and within a short period of time. Google’s mission statement from the outset was "to organize the world's information and make it universally accessible and useful" (Tung & Wu, 2013) and they start working with the Google web search, which is the basis of the company and the most used search engine on the World Wide Web (WWW), handling more than three billion searches each day (Schuster 2010). The information about search engines user’s activities is very difficult to find, because it is stored at the search engine servers and is not public. There are different ways to analyse those activities. One of them is using an eye tracker like “Tobii T120” how Marcos & González-Care (2010) had used in their study borrowed by Alt 64 Company. Their research was about the behaviour of the user when using the search engine and recording the data in a processor, but it is a very expensive and complex way to work.
@2015 The author and IJLTER.ORG. All rights reserved.
105
On the other hand Yamin (2013) had studied more than 1000 users through an interface framework to study the Google search engine. The results he got were from a huge data but very general. He was only able to draw conclusions about the dimensions of the user search behaviour. After analysing those precedents, we decided to investigate Google search engine user’s behaviour in a manual way, which would involve an interview and analysing their searches, face to face. The focal point of the research is to analyse the relationship between the user’s knowledge about Google search engine and the position of the websites that they visit on it. We can divide the position of the websites in 2 different groups. The websites which link are located in the Pay Per Click (PPC) areas and the websites that have their link in the organic search results area. There are 3 different areas for Pay Per Click links and between 1 and 3 positions on each area. On the other hand, we can find 10 different positions in each page for the websites that have their link on the organic searches area, and the number of pages we can find only depend on the search (figure 1). We suspect that according to their knowledge, the users will differ on the links they will click. The user with better knowledge should use few links on PPC position and links in positions closer to the bottom of the page on the organic search areas. If we can prove it, and understand in what proportion they are acting, it would be very helpful for webmasters and they could act according to the target group of people of their websites. The website administrator has the important duty to attract users from search engines, and because of this they use two different techniques: Search Engine Marketing (SEM) and Search Engine Optimization (SEO) (Jain, Iyengar & Arora, 2013). Using those techniques they will receive more visitors from search engines, because they are improving the position on it and also the visibility from the users, as we can see described on Figure 1.
Figure 1: Conceptual Framework
Each technique has a different goal. When a search engine returns its results, it gives us two types of links: organic and Pay Per Click (PPC). Organic search results are also @2015 The author and IJLTER.ORG. All rights reserved.
106
called natural search results, and improving their position on it is what SEO is all about. SEM is to improve the relation between how much you pay for click to Google and how much money you get from each click from the users (Orense & Rojas, 2010). So we can summarize that SEO is about free positioning on the search engine, SEM about paying positioning. Speaking about the Google search engine’s user; the connection between them and Google can be studied according to how they act on it. Marcos and Gonzålez-Caro (2010) or Yamin and Ramayah (2011) had studied the relationship between their knowledge about the search engine and search satisfaction of them, concluding that users with higher knowledge got better results on the search engine. - Research Objectives 1) To analyse the relationship between the users knowledge about Google search engine and the position of the websites that they visit on it. 2) To learn how the user access to Pay Per Click links according to their knowledge about them. - Research Hypotheses H1: Users with different Google search engine knowledge are different when using it. H2: Users with low Google search engine knowledge visit more Pay Per Click links on Google search engine in percentage than users with high knowledge. H3: Users with low Google search engine knowledge visit more websites in top positions on the Organic results of Google search engine than users with low knowledge.
Materials and methods
- Population and Sample Size The population of this research project will be Spanish people who are living in Mallorca. We can consider them representative of the Google search engine users who are using Spanish in their searches around the world and in a lower relation of the all the Google search engine users in the planet. We will not contemplate the gender of the study because according to Loringo et al. (2008) who did three different studies using eye tracking to study the online search, gender was considered but without influence in the behaviours. The behaviour on Google search engine will be studied from people chosen by using a simple random choice and following the study of Agresti (2010), where he says that a sample of 20-30 people for each group is enough to reach saturation in our results, we will study 120 people, because we will divide them in 4 different groups, according to their knowledge about the search engine. Therefore, we will analyse 30 people from each group. - Data Collecting Procedure In order to collect the data to do the study, we will use structured survey questionnaires for face-to-face interviews, and in that way understand what relationship has the interviewee with Google search engine. After that, we will proceed to take the real data from them. For that reason we will ask them to do 4 different searches using Google search engine with the aim to prove that the search behaviour is influenced by the user knowledge like Shih et al. (2013) have shown in their study about user satisfaction. @2015 The author and IJLTER.ORG. All rights reserved.
107
The conditions of the research will be a limited time of two minutes for each search, and they may not use the name of any website, program or software. There are four main kinds of searches: informational, navigational, transactional or multimedia tasks. Doing informational searches, users try to gain information, with the navigational, they want to go to some specific website, with the transactional, the user wants to do some action and finally using multimedia searches they will be focus in try to watch some specific image or video (Marcos & Gonzålez-Caro, 2010). We will propose 2 informational searches because 50% of the searches are like this and 1 navigational and 1 transactional search because 20% of the searches are in this purpose. Only a minority of the searches are multimedia, or with other aims like use Google search engine like spellcheck or a search bar, and for that reason we will leave out of account this kind of searches. The Google’s searches that we are going to propose will be: 1- How high (m) is the 18th tallest skyscraper in the world? (Informational search) We formulate this first question, because it is an informational search which no one knows and requires a lot of research through Google search engine because it needs actual data to answer it correctly. 2- How many Spanish male professional tennis players are included in the top 100 players in the world? (Informational search) Like the first question, in Spain, even tennis fans are unaware of how many Spanish players are in the top 100. This is because this information is something that changes each month, as players receive points from each tournament they take part in; therefore their ranking moves up and down. This informational search will also need a deep research, the same as the first question. 3- Watch a specific football match (live) (Navigational search) This is one of the most common action or search in Google search engine in Spain. It is a navigational search because the user will be trying to find a website where he/she can watch the match online. 4- Book without prepayment a hotel in New York for tomorrow on the 8th Avenue for 3 people and for less than 100 Dollar (Transactional search) For this transactional search, the user needs to book a hotel in New York for the next day. The search is very complicated, because it has different conditions. First of all the hotel need to be in one of the most important streets in Manhattan, for three people and for less than 100 Dollars, which is almost impossible, but in this way, we can see how he/she use the Google search engine with this purpose. This question is also very useful for us, because it’s easy to get PPC links on the results of the searches about booking hotels, and it will help us to study the percentage of incidence on this kind of links by the users. For each search, we are going to write all the links that the users will visit, differentiating them if they are PPC or Organic links and their position as we can see on Figure 2.
@2015 The author and IJLTER.ORG. All rights reserved.
108
Figure 2. Links position
- Quantitative Data Analysis We will do quantitative data analysis because the data collected will be numeric in form and we will use statistical techniques to draw conclusions about participant behaviour. The analysis will be made using correlation analysis with a Data Analysis Program in order to test the relationship between the percentage of PPC and Organic links visited, each group of Google search engine knowledge, and the average position of the websites visited on Organic searches from each group. The analysis of the data collected will be studied through Pearson Correlation and Linear Regression to determine how hard is the relation between variables.
Results
- Test Hypothesis 2 H2: Users with low Google search engine knowledge visit more Pay Per Click links on Google search engine in percentage than users with high knowledge.
@2015 The author and IJLTER.ORG. All rights reserved.
109
For the second Hypothesis, we have two variables. On one hand we have the test mark, obtained from the questionnaire, and the values of the marks are between 0 and 40, which is the higher punctuation. On the other hand, we have the percentage of Pay Per Click links visited on Google search engine. Theoretically, we have divided the two variables of this Hypothesis in dependent and independent. In this case, my independent variable is the test punctuation, like we can see in the conceptual framework of the study, and my dependent variable is the percentage of PPC links visited. To test this second hypothesis, the first step that we did was to study the Pearson Correlation between variables. For that reason firstly we studied its graphic relation, where we could see that there is a negative correlation, therefore, my prediction is fulfilled, because how higher is the knowledge about Google, lower is percentage of Pay Per Click Links visited. We can also observe how the points are diverse, but it is because a big percentage of users didn’t click any time on the PPC links, and it means that his percentage of PPC links visited is 0%. After the graphic relation, we had studied the numeric relation through Pearson bivariate correlation. The results of the correlation are the following: Table 1. Hypothesis 2 Correlation Coefficient Test PPC (%) Punctuation (0-40) Test Pearson 1 -,358** Punctuation Correlation (0-40) Sig. (2,000 tailed) Sum of squares 15281,967 and Cross4145,800 products Covariance 128,420 -34,839 N 120 120 PPC (%) Pearson -,358** 1 Correlation Sig. (2- ,000 tailed) Sum of squares -4145,800 8776,800 and Crossproducts Covariance -34,839 73,755 N 120 120 **. Correlation is significant at the 0,01 level (2-tailed).
We can see in the Table 1 how the correlation is negative and r=-0,358. This value means that the relation between variables is weak-medium, because we can consider weak relation with the total value of 0,25 and medium of 0,5. Anyway, the relation exists and it is significant between Pay Per Click percentage of visits and the test punctuation about Google Knowledge.
@2015 The author and IJLTER.ORG. All rights reserved.
110
Based on Pearson Correlation at 95% confidence interval, the result of the test indicates that significant value of 0,00, which is less than 0,05. It means then, that the null hypothesis should be rejected. The figure interprets that there is significant relationship between the result in the test and the percentage of PPC links visited. To find the influence of the percentage of PPC links visited and the knowledge about Google, we used a linear regression between variables. In this case we also use the test punctuation like independent variable and percentage of PPC websites visited as previous with the dependent variable. On the other hand, as we can see on the Table 2 obtained from the linear regression, the value of R is 0,358 and means that 36% of PPC websites visited that are influenced by the punctuation of the test we did in the interview, equals 36%. It is not a very hard relation, but enough to say a linkage exists. Table 2. Hypothesis 2 Model Summary Model R R Square Adjusted R Square 1 ,358a ,128 ,121 a. Predictors: (Constant), Test Punctuation (0-40)
Std. Error Estimate 8,05284
of
the
- Test Hypothesis 3 H3: Users with low Google search engine knowledge visit more websites in top positions on the Organic results of Google search engine than users with low knowledge. For this third Hypothesis, we also have two different variables; on one hand the independent one, the same in the test for the Hypothesis 2: the test punctuation about Google search engine knowledge, and the dependent one is the average of the organic links visited during the four searches analysed. Firstly, to study this Hypothesis 3, we looked at the Pearson Correlation between both variables. The dependent one is going to the Y Axis, the independent to the X Axis, and we had a positive correlation like we had predicted. It means that experimented users use lower links on the Google search engine, and for that reason the average of the position of the websites visited is lower than non experimented users with less knowledge about the search engine. Secondly, we got the following results with Pearson Correlation: Table 3. Hypothesis 3 Correlation Coefficient
Average Searches
Organic
Test Punctuation (0-40)
Pearson Correlation Sig. (2-tailed) Sum of squares and Cross- products Covariance N Pearson Correlation Sig. (2-tailed) Sum of squares and
Test Punctuation (0- PPC (%) 40) 1 -,706** ,000 230,210 1,935 120 ,706** ,000
@2015 The author and IJLTER.ORG. All rights reserved.
1324,891 11,134 120 1
111
Cross- products 1324,891 Covariance 11,134 N 120 **. Correlation is significant at the 0,01 level (2-tailed).
15281,967 128,420 120
Based on Pearson Correlation at 95% confidence interval, the result of the test indicates a significant value of 0,000, which is less than 0,05 and it means that the null hypothesis should be rejected. The figure interprets that there is significant relationship between the result in the test and the average of Organic links visited. On the other hand, based on Pearson Correlation Coefficient, the relation between variable is strong and positive, because is: 0,706, like we can see on the table 3. We consider the relation medium-high, because from 0 to 1, we can say that 0,5 is medium and 0,75 high. Secondly, using linear regression with the same variables, we will be able to know how influenced are both variables, the table 4 show us how the influence of a 49,9%, on the average of the Organic links visited and the punctuation on the test about Google knowledge, which is a high result. Table 4. Hypothesis 3 Model Summary Model R R Square Adjusted R Square 1 ,706a ,499 ,495 a. Predictors: (Constant), Test Punctuation (0-40)
Std. Error Estimate ,98869
of
the
- Test Hypothesis 1 H1: Users with different Google search engine knowledge are different when using it. This Hypothesis is like a summary of the second and third Hypothesis. The results we took from the Hypothesis 2 is that the correlation is significant (0,00 lower than 0,05) and the relation between variables is weak-medium (r=-0,358). On the other hand, from the Hypothesis 3, we got the results that the correlation is also significant (0,00 lower than 0,05) and the relation between variables is medium-high (r=0,706). So, we can conclude that the users with different Google search engine knowledge act differently when they are using it.
Discussion H2 and H3 are not enough to disprove H1, because there are other aspects where users can act differently using the search engine. If the result would be negative for H2 and H3 We couldn’t say that H1 is not true, but in my case both results are positive, and we can also prove H1. Saying that users act in a different way is not very difficult and complex. It is obvious that with different experience and knowledge about some application, program, website‌ they will act different, because they know its performance better. In my case, it is easy to know that there are differences using the search engine, but it is difficult to prove it and the most important, to take advantage from these differences and to improve the SEO and SEM techniques. @2015 The author and IJLTER.ORG. All rights reserved.
112
Now, referring to the H2 and speaking about Pay Per click links, say that the result of the correlation is significant and the relation between variables is just weak or medium. But if we divide the results of the four different groups, we can see clear differences between them, even if the relation between variables is weak. 25/30 users from group 1 were using PPC links, 22/30 from group 2 were using them, and only 15/30 from group 3 and 7/30 for group 4. In my opinion, from the four different searches that we have proposed to the users, just the last one, the transactional search: (“Book without prepayment an hotel in New York for tomorrow at the 8th Avenue for 3 people and less than 100 Dollar”), is the unique proposition to tend to do searches where there are a lot of PPC links, and it is not enough to analyse the incidence to click on them. Just 59 from 120 people interviewed visited websites with PPC, and for that reason are very difficult to get meaningful conclusions. One solution could be to increase the number of searches with higher percentage of PPC or do a specific study about this kind of links. The differences between users have sense. The users who don’t know how PPC links are working, and why they are at the top of the websites and in an square with different colour, tend to click on them, but those who know that the webmasters of those websites have to pay for each click on its links, already know that it has a high cost and they need to get an average of money for each click higher than the money that they pay to Google for each click, so usually the services that they offer in those websites are exchange for money transferences, so many expert and usual users try to skip them, depending on the kind of searches that they are doing. For example if they only need information or some applications that should be free, they will not use PPC links, but if they want to buy something they could use them, even this is not very common. Finally, speaking about the H3 about Organic searches, the result of the correlation is also significant and in this case, the relation between variables is high with r=0,706. There was a big difference in the average of the position of the links visited by the users. Using the correlation equation, and using the values of the lowest punctuation in the test in the higher, we can predict how a user with a mark of 1/40 should have an average of 1,57, when a user with 40/40 an average of 4,96. This difference is very high, because it is almost 4 positions on the Google page. The explication about the difference of the average of the websites visited is that a user with experience and high knowledge knows how to select better a website according to the information visible in the preview of the website in Google. On the other hand he/she also knows that in the top positions are websites with good SEO techniques, and it doesn’t mean that they have better quality of contents. Everyday Google is getting better, and through their algorithm, they try to ensure the best websites are at the top, with the most reliable information and quality, but webmasters have some tricks to get these first positions, and some users know it, and they can even identify and skip them.
Conclusions A better understanding of the behaviour of the users of Google will help the webmasters to improve their techniques, and for this reason this research used a quantitative study to explore it and in order to solve the objectives of the study.
@2015 The author and IJLTER.ORG. All rights reserved.
113
We can conclude that a relation exists between the knowledge of Google search engine and the links of the websites visited by the users according to their position on the result page of the search engine. On one hand, exist a weak-medium negative relation (Pearson’s r= -0,358) between the knowledge about the search engine and the percentage of Pay per Click websites visited by the users. It means that how higher the knowledge about the search engine, lower is the incidence from them on PPC links. On the other hand, the relation between their knowledge and average of the position of the links visited from the organic results is medium-high (Pearson’s r= 0,706) and positive. It means that users with good knowledge about the search engine tend to click on links with higher positions on the Organic results, and it means that those links are closer to the bottom of the page. For that reason, we consider that the experimented users, and therefore with better knowledge, can identify the websites with better information and benefits according to their searches, and usually exclude PPC links and websites in top positions of the organic results.
References Agresti, A. (2010). Analysis of ordinal categorical data (Vol. 656). John Wiley & Sons. Jain, R., Iyengar, S., & Arora, A. (2013). Overview of Popular Graph Databases. In Proceedings. Fourth IEEE International Conference on Computing, 18 Lorigo, L., Haridasan, M., Brynjarsdóttir, H., Xia, L., Joachims, T., & Gay, G. (2008). Eye Tracking and Online Search: Lessons Learned and Challenges Ahead. Journal of the American society for information science and technology, 59(7), 1041-1052. Doi: 10.1002/asi Marcos, M., & González-Caro, M. (2010). Comportamiento de los usuarios en la pa ́gina de resultados de los buscadores. Un estudio basado en eye tracking. El profesional de la información, 19(4), 348-358. DOI: 10.3145/epi.2010.jul.03 Rehman, K., & Naeem, M. (2013). The foremost guidelines for achieving higher ranking in search results through Search Engine Optimization. International Journal of Advanced Science and Technology, 52, 101-109 Schuster, H. (2010). The use of Google services and tools in academic institutions - A critical review. International Review of Law, Computers & Technology, 24(1), 17-24. Doi: 10.1080/13600860903570129 Shih, B. Y., Chen, C. Y., & Chen, Z. S. (2013). An empirical study of an internet marketing strategy for search engine optimization. Human Factors and Ergonomics in Manufacturing & Service Industries, 23(6), 528-540. Tung, C., & Wu, H. (2013). An Internet-Connected World: Google's Platform Strategies to Network Industry. In Workshop Proceedings of the 9th International Conference on Intelligent Environments, 17, 201 Yamin, F. (2013). Interfacing Google search engine to capture user web search behavior. International Journal of Electronic Commerce Studies, 4, 47-62. Doi: 10.7903/ijecs.1111 Yamin, F., & Ramayah, T. (2011). The impact of user knowledge on web search satisfaction. American Journal of Economics and Business Administration, 3(1), 139
@2015 The author and IJLTER.ORG. All rights reserved.