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    Comparative Education

    Research: Who, what and why?

    Prof Bob Adamson

    Dep't of International Education & Lifelong LearningHong Kong Institute of Education

    [email protected]

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    Comparative Education

    A field constructed by:

    Intellectual traditions (courses, books, journals)

    Institutional traditions (departments, societies)

    Shaped by geopolitics, historical shifts, power plays

    (Manzon, 2011)

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    A brief history

    Travellers tales (early 19th Century)

    Borrowing good practices (mid 19th Century onwards)

    Encyclopaedic studies (late 19th Century)

    Understanding forces and factors (early 20th Century)

    Social sciences quantitative analysis (mid 20th Century)

    Intranational comparisons (1990s-)

    Multilevel & multidisciplinary analyses (21st

    Century)

    Bereday(1964), Noah & Eckstein (1969), Crossley & Jarvis (2000), Bray (2007)

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    Focus

    Traditionally, states as the unit of comparison

    Borrowing good practices

    Competitiveness

    Recently, more units of analysis have broadened

    (diluted?) the field

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    Units of analysis (1)

    Content analysis of

    Alexander, R., Broadfoot, P. & Phillips, D. (Eds.) (1999). Learning from comparing: new

    directions in comparative educational research. Oxford, UK: Symposium Books.

    Bignold, W. & Gayton, E. (Eds.) (2009). Global issues and comparative education. Exeter,

    UK: Learning Matters.

    Bray, M., Adamson, B. & Mason, M. (Eds.) (2007). Comparative education research

    approaches and methods. Hong Kong & Dordrecht, Netherlands: Comparative Education

    Research Centre & Springer.

    Kubow, P.L. & Fossum, P.R. (2002). Comparative education: Exploring issues in

    international context. Upper Saddle River, N.J.: Merrill/Prentice Hall.

    Mundy, K., Bickmore, K., Hayhoe, R., Madden, M., & Madjidi, K. (Eds.) (2008).Comparative and international education : issues for teachers. Toronto, Ont.: Canadian

    Scholars' Press.

    Thomas, R.M. (Ed.) 1990. International comparative education. Oxford, UK: Pergamon

    Press.

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    Units of analysis (2)

    locations

    systems policies

    times

    cultures

    values, conflict resolution & citizenship

    educational achievements, international indicators & student performance curricula

    educational organisations, governance & accountability

    ways of knowing & learning

    ways of teaching

    economics of education

    assessment

    teacher education & professionalism

    ideologies, goals & purposes of education

    social equity and access to education

    language in education

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    Bray & Thomas (1995) Cube

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    Who compares? And why?

    Students to select electives

    Parentsto find institutions that will meet their childrensneeds most effectively

    Principals and teachers to improve the operation of theirinstitution

    Policy makers to find ways to achieve social, political andother objectives in their own settings

    International agencies to improve the advice they give to

    national governments

    Academics to improve understandings of educationalprocesses and impacts of processes on socialdevelopment

    (Bray, 2007; Adamson & Morris, 2007)

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    Research approaches

    There is no one method of study in the field:

    rather, the field increasingly is characterized

    by a number of different researchorientations. No longer are there attempts to

    define a single methodology of comparative

    education

    (Altbach & Kelly, 1986, p.1)

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    Major characteristic of research

    Explicit comparison through different forms of

    juxtaposition

    Implicit comparisondescribing the characteristics

    of a single phenomenon implies the existence of an

    otherness

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    How can we compare?

    Perspective

    Unit of Analysis Manifestation

    Methods

    Analytical frameworks

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    How can we compare?

    Research perspective:

    Investigative

    Evaluative

    Interpretative

    Critical

    Developmental / action-based

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    How can we compare?

    Research methods:

    Qualitative

    Quantitative

    Mixed methods

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    Manifestations

    Area Typical manifestations Typical research methods

    Ideology books

    academic papers

    policy documents

    speeches & statements

    discourse analysis

    interviews

    Planned/ intended policy policy documents

    minutes of meetings

    notices

    syllabuses

    prospectuses

    learning materials

    schemes of work/ lesson plans

    assessment materials

    discourse analysis

    interviews

    Enacted practices participant interaction (e.g. use of time and

    resources)

    roles of participantsparticipant perceptions, interest and

    engagement

    interaction patterns

    outputs

    observations

    participants log

    interviewsethnography

    activity records

    Experience change in participants attitude and/or

    behaviour

    cognitive, interpersonal and affectiveprocesses

    questionnaires

    interviews

    reflectionspsychometric tests

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    Beredays Model

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    Examples of comparative education research

    OECD Programme for International

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    OECD Programme for International

    Student Assessment (PISA)

    Investigative perspective

    surveys of 15-year-olds in the principal industrialised

    countries every three years assesses how far students near the end of compulsory

    education have acquired some of the knowledge and

    skills essential for full participation in society

    Scientific literacy, reading literacy, mathematics literacy

    Influences policy and curricular decisions

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    PISA 2009

    Mathematics Reading literacy Science

    1. Shanghai 600 1.Hong Kong 533 1.Shanghai 575

    2. Singapore 562 2.Singapore 526 2. Finland 554

    3. Hong Kong 555 3.Canada 524 3.Hong Kong 549

    4. Korea 546 4.New Zealand 521 4. Singapore 542

    5. Finland 541 5.Japan 520 5. Japan 539

    6.Switzerland 534 6. Australia 515 6. Korea 538

    Culture & Pedagogy

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    Culture & Pedagogy

    (Alexander, 2000)

    Interpretive perspective

    Compares primary schools in France, Russia, India, USA

    and England

    Semi-systematic classroom observations, plus interviews,documentary analysis, photos and journal entries

    State provision of education, logistics, school-community

    relations, pedagogy

    Shows how schooling reflects cultures Derives implications for policy makers

    Curriculum world systems theory

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    Curriculum world systems theory

    Meyer, Kamens & Benavot (1992)

    Interpretative perspective

    Nation-states tend to conform to global notions of a

    nation-state

    Education systems tend to conform to global notions of

    an education system

    Consistent patterns in curriculum content (subject level)

    emerge across nation-states

    Common elementary curriculum

    Task based learning

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    Task-based learning

    Tong, Adamson & Che (2000)

    Interpretative perspective

    Document analysis and interviews

    Comparison of interpretations of TBL in Chinese and

    English at primary school level in Hong Kong

    Comparison at four levels: policy intention, policy action,resourced curriculum & implemented curriculum

    Found large degree of slippage between levels and

    differences across the two subjects

    Textbook analysis

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    Textbook analysis

    Sleeter & Grant (1991)

    Critical perspective

    USA: portrayals of race, class, gender & disability

    47 textbooks (social studies, reading & languagearts, science, mathematics

    analysis of pictures, anthology, people to study,

    language, storyline and miscellaneous

    bias towards Whites & males; against colour,

    female, poor, disabled

    Schooling of Indigenous Children in USA & Australia

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    Schooling of Indigenous Children in USA & Australia

    Hickling-Hudson & Ahlquist (2003)

    Critical perspective

    Field visits, interviews, analysis of wall displays &

    curricular artefacts

    Some schools heavily dominated by White culture

    (lacking community support)

    Other schools celebrated indigenous cultural practices

    (with strong community support)

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    What are the pitfalls?

    Terminology

    Defining the unit of analysis

    Ignoring the cultural contexts

    Cherry-picking

    Comparing for no obvious reason

    Comparing for the wrong reasons

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    Terminology

    For example:

    Middle School in the PRC = secondary school

    Middle School in England = school bridging primary

    and junior secondary school

    D fi i th it f l i

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    Defining the unit of analysis

    Comparing the UK and the USA would need torecognize that both places have several education

    systems.

    USA has a state system with some federalinfluences.

    UK comprises four countries, with Scotland having

    a distinct education policy, and Wales & N. Ireland

    in the process of delinking from England.Therefore we should define the place carefully to

    ensure a clear unit of analysis.

    I i th lt l t t

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    Ignoring the cultural context

    The contents and pedagogy of History curricula

    would be very different in different systems

    because of cultural factors: Hong Kong, for

    example, has two curricula, World History andChinese History

    A comparison of maths scores would need toconsider the number of hours allocated per grade;

    the scope of the syllabus; the nature of

    assessment; etc.

    Ch i ki

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    Cherry-picking

    Care is needed in transferring ideas from overseas.

    Michael Sadler (1900)

    We cannot wander at pleasure among the

    educational systems of the world, like a childstrolling through a garden, and pick off a flower

    from one bush and some leaves from another, and

    then expect that if we stick what we have gatheredinto the soil at home, we shall have a living plant.

    Self-strengthening Movement in China

    zhong xue wei ti, xi xue wei yong

    C i f b i

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    Comparing for no obvious reason

    Comparison is pointless, unless:

    the act of comparing can add extra dimensions to thestudy

    units of comparison have sufficient in common to makecomparison meaningful

    on the basis of similarities that are identified, a general

    explanation can be formulated

    there is a purpose that goes beyond comparing for its ownsake

    C i f th

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    Comparing for the wrong reasons

    Some government agencies use unprocessed

    comparisons to support or justify dubious policies

    International study results are turned intocompetitive league tables, rather than being used

    as indicators of educational development

    Potential for comparative

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    p

    education

    globalisation leads to greater interconnectivity &

    principled sharing/appropriation

    hi-tech can lead to low cost comparative research

    Areas for comparative education

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    Areas for comparative education

    Current tensions in the appropriation of comparative

    education to support utilitarianism in neo-liberal

    discourses in education (social & economic efficiency)

    Globalisation and utilitarianism also create ethical and

    social equity issues

    Need to focus on more humanistic approaches (learner-

    centred, whole-person development, inter/culturalsensitivity, global futures orientation, etc.)?

    Where can we start?

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    Where can we start?

    International consensus

    Millennium Development Goals

    Education for All

    Millennium Development Goals

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    Millennium Development Goals

    Goal 1: Eradicate extreme poverty and hunger

    Goal 2: Achieve universal primary education

    Goal 3: Promote gender equality and empower women

    Goal 4: Reduce child mortality

    Goal 5: Improve maternal health

    Goal 6: Combat HIV/AIDS, malaria and other diseases

    Goal 7: Ensure environmental sustainability

    Goal 8: Develop a Global Partnership for Development

    Education for All (EFA)

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    Education for All (EFA)

    World Education Forum in Dakar, Senegal (2000)

    Expand early childhood care and education.

    Free and compulsory education of good quality by 2015.

    Promote the acquisition of life-skills by adolescents and

    youth.

    Expand adult literacy by 50 per cent by 2015.

    Eliminate gender disparities by 2005 and achieve genderequality in education by 2015.

    Enhance educational quality.

    Spheres of action to support

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    MDG & EFA

    Cycles of appropriating, evaluating & disseminating

    1. locally

    2. regionally

    3. internationally

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    Towards a new model

    of appropriation / dissemination

    What tends to happen

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    What tends to happen

    Process:

    1. Reform in context A

    2. Generalisation & internationalisation

    3. Appropriation in context B1 (policy level)

    4. Appropriation in context B2 (resourced level)

    5. Appropriation in context B3 (adopted level)

    6. Appropriation in context B4 (implemented level)

    Synthesis

    and

    adaptation

    A pragmatic model

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    A pragmatic model

    Assess features of the policy / practice in context A

    Align compatible features of the policy / practice in context Awithsalient features of:

    appropriation sub-context B4 (implemented level) (priority)

    appropriation sub-context B3 (adopted level)

    appropriation sub-context B2 (resourced level)

    appropriation sub-context B1 (policy level)

    Concluding comments

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    Concluding comments

    Comparative education embraces the spectrum of

    research purposes, approaches and methods

    We are all comparativists, explicitly or implicitly

    Globalisation opens up new opportunities and challenges

    Comparative education research can contribute

    deepened understandings, policy options, more effective

    modes of implementation and enhanced experiences forthe betterment of society if used appropriately, and with

    sensitivity to context.

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    Diolch yn fawr!

    Thank you!

    !