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D. Brent Edwards Jr. and Inga Storen
Since the 1950s, the World Bank’s involvement and influence in educational assistance has increased greatly. The World Bank has not only been a key player, but, at times, has been the dominant international organization working with low-income countries to reform their education systems. Given the contributions that education makes to country development, the World Bank works in the realm of education as part of its broad mission to reduce poverty and to increase prosperity. This work takes the form of financing, technical assistance and knowledge production (among others) and occurs at multiple levels, as the World Bank seeks to contribute to country development and to shape the global conversation around the purposes and preferred models of education reform, in addition to engaging in international processes and politics with other multi- and bilateral organizations.
The present article examines the work of the World Bank in historical perspective in addition to discussing how the role of this institution has been theorized and research by scholars. Specifically, the first section provides an overview of this institution’s history with a focus on how the leadership, preferred policies, organizational structure, lending, and larger politics to which it responds have changed over time, since the 1940s. Second, the article addresses the ways that the World Bank is conceptualized and approached by scholars of World Culture Theory, international political economy, and international relations. The third section contains a review of research on (a) how the World Bank is involved in educational policy making at the country level, (b) the ways the World Bank engages with civil society and encourages its general participation in educational assistance, (c) what is known about the World Bank in relation to policy implementation, and (d) the production of research in and on the Bank.
D. G. Mulcahy
This is an advance summary of a forthcoming article in the Oxford Research Encyclopedia of Education. Please check back later for the full article.
The idea of a liberal or general education is one of the most consequential and enduring in the history of education. From its origins in antiquity, the idea and the form of liberal arts and sciences curriculum associated with it grew to become a shaping force in the formation of the universities of the Middle Ages. With the arrival of the Industrial Revolution in the 19th century both liberal education and the largely classical content of the curriculum ran into strong opposition. By the late 20th century the traditional idea and varying modifications of its conceptualization and curriculum content on both sides of the Atlantic were frequently reasserted. In response, discontent with liberal education and its curricular expressions took new and increasingly challenging forms. The debate surrounding the idea as applied today in both schools and colleges has a new vibrancy. This is especially evident among those arguing for innovative conceptualizations of the venerable notion of liberal education.
Jie Park, Sarah Michaels, Renee Affolter, and Catherine O'Connor
This article focuses on both research and practice relating to academically productive classroom discourse. We seek to “expand the conversation” to include newcomers to the field of classroom talk, as well as practitioners and youth researchers who want to contribute to knowledge building in this area. We first explore a variety of traditions, questions, and methods that have been prominent in work on classroom talk. We also summarize some key findings that have emerged over the past several decades:
• Finding 1: Certain kinds of talk promote robust learning for ALL students.
• Finding 2: The field lacks shared conceptualizations of what productive talk is and how best to characterize it.
• Finding 3: Dialogic discourse is exceedingly rare in classrooms, at all grade levels and across all domains.
• Finding 4: A helpful way forward: conceptualizing talk moves as tools.
Following the presentation of each research finding we provide a set of commentaries—explicating and in some cases problematizing the findings. Finally, we provide some promising approaches that presume cultural and linguistic assets among both students and teachers, including curricular programs, teacher education, professional development programs, teacher research, and intergenerational communities of inquiry. In all of this, we try to make our own assumptions, traditions, and governing gazes explicit, as a multi-generational and multi-role group of authors, to encourage greater transparency among all who work in this important and potentially transformative field of study.
David Litz and Rida Blaik-Hourani
This is an advance summary of a forthcoming article in the Oxford Research Encyclopedia of Education. Please check back later for the full article.
One of the most widely discussed and utilized notions that has risen to the forefront of educational administration is the concept of transformational leadership. Transformational leadership was initially conceived as a process whereby leaders strategically transform the system or organization to a higher level by increasing the achievement and motivation of their followers. Early theorists would also argue that transformational leadership and change are inexorably intertwined, which in turn underscored the importance of a leader’s ability to positively transform the attitudes, norms, institutions, behaviors, and actions that structure our daily lives. Later writers and researchers would gradually extend and develop the theory and argue that the ultimate goal of transformational leadership is to transform people, as well as organizations.
While early work on transformational leadership concentrated on politics, business, and the armed services, the research emphasized the value of “followers” as a distinguishing factor present in the transformational leadership model. This distinction is likely what attracted scholars to begin applying its tenets to modern educational contexts, which are typically characterized by significant pressures to implement widespread reforms and change. In this regard, transformational leadership is often viewed as well suited to education as it empowers followers (i.e., instructors) and provides them with a sense of hope, optimism, and energy as it defines the vision of productivity as they accomplish goals. Additionally, transformational leaders work toward influencing shared beliefs and values to create a comprehensive level of change and innovation, and aim to nurture a school culture that is oriented toward a learning ethos, whereby such leaders seek to expand the capacities of each employee, enhance his or her way of thinking, and promote individual ambition. In this way, learning and growth becomes a shared responsibility.
Transformation in Higher Education in South Africa Toward the Decolonization of South African Universities
Ruksana Osman and Felix Maringe
Higher education in South Africa, as elsewhere in the world, is under pressure to reinvent and transform itself. Traditionally it has enjoyed the financial support of the government and has also enjoyed an autonomous existence. In South Africa, since the demise of apartheid, the education policy terrain has shifted remarkably fast and policies have required that universities respond to a national plan for higher education that commits universities to become cost- effective, massified institutions opening access to all who were historically excluded due to apartheid’s policies of educational exclusion.
Universities in the higher education sector as a whole are required to generate strategies that broaden access routes for disadvantaged groups and at the same time consider curriculum strategies that ensure success and inclusivity to such groups after access. In addition to these daunting challenges, the higher education sector has experienced a decrease in government funding and an increase in government control. Student-led protest around the cost of higher education has also introduced a new kind of pressure point on universities.
These shifts are in sharp contrast to the more elite traditional model of higher education in South Africa, which has been mostly residential institutions focusing on full-time study, with lectures, seminars, and laboratory demonstrations as the dominant forms of pedagogy. This model is also based on sets of internal rules designed to support staff to spearhead the knowledge-production processes. They function best under stable environments and tend to meander and falter when the foundations for stability are threatened.
Kristiina Brunila, Elina Ikävalko, Tuuli Kurki, Ameera Masoud, Katariina Mertanen, Anna Mikkola, and Kalle Mäkelä
The ethos of vulnerability plays a central role in shaping cross-sectoral youth transition policies and their implementations. Despite good intentions, the ethos of vulnerability emphasizes personal accountability and stigmatization. This is the situation in Finland, where young people tend to be recognized through the prism of inherent vulnerability, with a parallel notion of the self that is damaged and fragile. This “turn inward” to the self does not necessarily help to see problems as societal but as individual, which may perpetuate systematic inequalities.
Sara Vogel and Ofelia Garcia
Translanguaging is a theoretical lens that offers a different view of bilingualism and multilingualism. The theory posits that rather than possessing two or more autonomous language systems, as has been traditionally thought, bilinguals, multilinguals, and indeed, all users of language, select and deploy particular features from a unitary linguistic repertoire to make meaning and to negotiate particular communicative contexts. Translanguaging also represents an approach to language pedagogy that affirms and leverages students’ diverse and dynamic language practices in teaching and learning.
Translanguaging theory builds on scholarly work that has demonstrated how colonial and modernist-era language ideologies created and maintained linguistic, cultural, and racial hierarchies in society. It challenges prevailing theories of bilingualism/multilingualism and bilingual development in order to disrupt the hierarchies that have delegitimized the language practices of those who are minoritized.
Translanguaging concepts have been deepened, built upon, or clarified as scholars have compared and contrasted them with competing and complementary theories of bilingualism. Scholars debate aspects of the theory’s definition and epistemological foundations. There are also continued debates between scholars who have largely embraced translanguaging and those who resist the theory’s premises or have accepted them only partially.
The use of translanguaging in education has created the most interest, and yet the most disagreement. Many educators working on issues of language education—the development of additional languages for all, as well as minoritized languages—have embraced translanguaging theory and pedagogy. Other educators are weary of the work on translanguaging. Some claim that translanguaging pedagogy pays too much attention to the students’ bilingualism; others worry that it could threaten the diglossic arrangements and language separation traditionally posited as necessary for language maintenance and development.
Translanguaging as a sociolinguistic and psycholinguistic theory has much to offer to our understandings of the languaging of bilinguals because it privileges bilingual performances and not just monolingual ones. As a pedagogical practice, translanguaging leverages the fluid languaging of learners in ways that deepen their engagement and comprehension of complex content and texts. In addition, translanguaging pedagogy develops both of the named languages that are the object of bilingual instruction precisely because it considers them in a horizontal continua as part of the learners’ linguistic repertoire, rather than as separate compartments in a hierarchical relationship.
This is an advance summary of a forthcoming article in the Oxford Research Encyclopedia of Education. Please check back later for the full article.
Although much curriculum work continues to take place within national borders (often informed by governmental policies and priorities), accelerating processes of economic and cultural globalization, together with an increase in various types of cross-border movements of people, resources, ideas, and images, are blurring nation-state boundaries and destabilizing national authority in curriculum decision-making.
Typically, transnational work is understood as acting across national borders with a view to optimizing the interrelationships between local, national, regional, and global spheres of curriculum formation and change. This is distinguished from international collaboration (actions taken by conventional nation-states) and supranational work, which includes initiatives and interventions by broader global institutions and nongovernmental organizations (NGOs) such as the International Monetary Fund (IMF), the World Bank, UNESCO, OECD, and so on. The involvement of supranational institutions such as the World Bank and IMF has tended to support curriculum policies derived from neoliberal economic perspectives, which focus on the measurable production of human capital. Transnational curriculum work encourages critical examination of the impact of globalization in relation to national and international debates on such matters as human rights; social justice; democratization; national, ethnic, and religious identities; issues of gender and racial justice; the concerns of indigenous peoples; and poverty and social exclusion. Transnational curriculum work is also a response to the discourses of standardization and homogenization of curriculum thinking that characterize modern nation-states.
G. Sue Kasun and Patricia Sánchez
Transnationalism describes the ways in which ties between two or more nations are maintained; these maintenance ties abound in countless social practices that are, at times, situated within rigid governing structures. Transnationalism not only implies physical movement across borders, commonly referred to as “immigration,” but also emotional ties across borders. It also includes distinct ways of knowing that are informed by social media, loved ones, and cultural practices that span borders, including in education.
The transnational social spaces in which youth are raised are often filled with deep understandings of geopolitical contexts that weave together multiple national perspectives, personal navigation of physical borders (both with and without authorized documentation), and complex social networks in more than one country sustained through ever-changing media applications. However, these knowledges often remain unengaged in and under-acknowledged by schools.
Globalization has increased the practices of transnationalism and is a process often dominated by people with vested power interests who overtake the voices and interests of the masses most affected by shifts in power. Anti-immigrant sentiment and isolationism are fairly recent shifts in power that have swayed the impacts of globalization. Transnational practices are not so much limited but rather impacted as to where they shift people’s imaginations about what is possible. For instance, transnationals may consider moving to additional countries and returning to original sending countries in ways they may not have previously considered, all the while maintaining increasingly dense networks that cross multiple national borders.
The disciplines of sociology and anthropology have informed much of the research on transnationalism, though from different standpoints. Sociology has taken a more literal sense of transnationalism, focusing narrowly on physical bodies’ movements back-and-forth over borders. Anthropologists have more robustly engaged the emotional and psychological aspects of transnationalism as it impacts the groups generally described as “immigrants.” Unfortunately, most of the research related to transnational children and education has been under the larger framework of assimilation. The lamentable result is that the focus on how immigrants assimilate misses the opportunity to interpret (and perhaps misinterprets) a larger set of accompanying phenomena alongside the immigration act itself.
For education, transnational experiences can help students develop a sense of identity, which helps them achieve in the school settings of both receiving and sending countries, should they have to return. Similarly, transnationalism complicates and makes notions of citizenship more robust. Immigrant students are always potentially engaged transnationals during their settlement processes—the possibility always exists that they will remain actively connected to their home countries and even potentially return for visits or permanently. Educational research has more recently examined how transnationalism helps create and can deepen literacy practices, especially digital literacies.
Numerous education scholars have called for educators to draw upon students’ transnational lives in the curriculum. This can help to prepare all students for an increasingly globalized world. This does not suggest a “learning styles” approach where transnational students are considered a monolithic group in need of a repertoire of instructional strategies to meet the group’s needs. Instead, educators need to create the space where students’ transnational experiences and perceptions are allowed to be aired, understood, and built upon in schools. In education, the commonly stated goal is for the classroom to function as a “community of learners.” If, in fact, educators aspire to build true communities, transnational students’ lives should no longer remain hidden from the view of their peers and teachers.
Carmel Hobbs, Dane Paulsen, and Jeff Thomas
Complex trauma experienced in childhood has detrimental impacts on the brain, learning and socio-moral development, the effects of which can last long into adulthood. A growing body of research emphasizes how all school teachers, regardless of the educational context, should expect to have students in their classroom who are affected by complex trauma. Teachers therefore require an understanding of how trauma affects their students, and a skillset that allows them to support and respond effectively to these students. However, multiple studies have found that teachers feel that they have not received sufficient training, and subsequently feel inadequately equipped to meet the needs of trauma-affected students in their classrooms. Although many Initial Teacher Education programs incorporate some curriculum on child maltreatment, this is typically focused on identifying and reporting child abuse, as opposed to how sustained and severe maltreatment can lead to complex trauma, which affects learning, and social development in students. Increasing understanding of how trauma affects the brain, and the implications this has for young people in school has continued to grow since the 1990s. This has contributed to a growing trend of multidisciplinary teams combining education and wellbeing models in schools to cater to the most vulnerable students in their respective communities.
Students who have experienced trauma may appear to be deliberately misbehaving in the classroom, disengaged or disinterested in learning, and can struggle to develop skills that strengthen positive relationships with school staff and other students. Unsurprisingly, exposure to trauma impacts a young person’s academic performance, attendance, and likelihood of completion. It is clear that schools are important settings where the effects of trauma have a substantial impact on the lives of students, particularly when the effects of trauma are misunderstood. Nevertheless, schools have the potential to be one of the most powerful places for buffering the negative impacts of complex childhood trauma through their capacity to provide opportunities for all students to experience positive, trusting relationships, be cared for, and experience predictability, consistency and safety.
A trauma-informed approach in school settings involves understanding how trauma affects students and provides a framework for responding to students rather than blaming them for their behavior. Trauma-informed practice is not an intervention, and it does not have an end point. It is a process, and a holistic way of working that involves understanding and attending to the specific needs of individuals with trauma-affected childhoods. Central to all trauma-informed approaches is the importance of strong, trusting, consistent and predictable relationships between an adult and a trauma-affected child. It is within this space that opportunities to repair dysregulated stress responses, and disruptive attachment styles can take place.
John N. Hawkins
The demographic, historical, cultural, and political-economic complexity of the vast Asia Pacific Region poses a great challenge to making sense of the region’s higher education (HE) trends. Yet, several of these trends are indeed enduring and comparable. The interplay of these trends and developments continually shape the architecture of higher education in the region. A sampling of these trends focuses on one of the basic frames of higher education, namely that of increasing access, equity, and capacity. This, in turn, has led to the tension between massification on the one hand, and issues of quality assurance on the other. While national development is often the primary goal of tertiary education, regionalism has increasingly challenged these more parochial concerns. Within the region, student and faculty mobility, migration, and internationalization have emerged with greater force within the sometimes confusing context of globalization. At the upper end of the HE spectrum, the pressure of seeking to achieve excellence in research and innovation has resulted in another predicament, leading to what might be called an accelerated academy. These forces and factors, among others, are influencing the pathway of HE in the Asia Pacific region as we move into the 21st century.
There is a growing awareness of the crucial role that trust plays in every aspect of a school’s functioning and especially to student outcomes. To trust another person or group is to be at ease, without anxiety or worry, in a situation of interdependence in which valued outcomes depend upon the participation and contribution of others. The trustor can rest assured that their expectations will be fulfilled based on confidence in the other party’s benevolence, honesty, openness, reliability, and competence. As citizens across the globe have become increasingly distrustful of their institutions and leaders, the trend away from trust creates a special challenge for schools because trust is so fundamental to their core mission of educating students. The philosopher Annette Baier observed that we tend to notice trust as we notice air, only when it becomes scarce or polluted. These days, it seems evident that trust in our society as a whole has indeed been disrupted and is in scarce supply. As contemporary society has grown more complex, as changing economic realities, changing demographics, and changing expectations in society have made life less predictable, we are beginning to notice trust much more. There are a number of things that make cultivating and maintaining trust in schools challenging. These include the effects of social media, and other new forms of information and the propensity for the news of potential threats to one’s well-being, as well as the well-being of one’s children and community to spread farther and faster than positive news.
Trust matters in schools and in our world because we cannot single-handedly either create or sustain many of the things we most cherish. Parents send their children to schools, trusting that they will be safe from harm, as well as guided and taught in keeping with our highest hopes for them. Schools are also invested with a significant share of a community’s collective resources in the form of tax dollars, school buildings, and local employment opportunities. In addition, schools are charged with keeping and promoting a society’s shared values and ideals. They foster and protect the collective ideals of respect, tolerance, and democracy, as well as the vision of equity of opportunity. Indeed, the future of a society rests with the quality of its schools. It is evident, then, why trust has become such a pressing issue for schools in these challenging and turbulent times.
Urban charter schools are public schools located in major metropolitan areas with high population densities. The majority of urban charter school students identify as Black or Latinx and often live in under-resourced communities. Urban charter schools are touted as high-quality educational options in the school choice market, yet debates about the merits of charter schools versus traditional public schools yield mixed results that substantiate arguments on both sides of the political aisle.
However, even high-performing urban charter schools have a bad reputation as mechanisms of school segregation and cogs in the school-to-prison pipeline. Higher than average test scores and graduation and college enrollment rates do little to mollify those who complain about severe discipline, racial segregation, unqualified teachers, teacher attrition, rigid scheduling, and a narrow curriculum. Urban charter schools’ emphasis on standardized testing and college preparation may overlook the culturally relevant educational experiences that low-income, racially diverse students need to compete with their wealthier, White peers.
As such, education reformers have offered a myriad of suggestions to improve urban charter schools. Most prominently is the need to racially and economically desegregate urban charter schools to enhance the social and material resources that supplement students’ learning. This includes increasing teacher diversity, which research demonstrates minimizes the frequency of suspensions and expulsions of racial minority students. Urban charter school teachers should also be knowledgeable about the sociocultural landscape of the community in which their school exists so that they understand how students’ out of school lives affect their learning processes. Finally, curricular revisions are necessary to support students’ post-high school goals beyond college enrollment. Enacting such reforms would facilitate equitable, rather than equal, learning opportunities that may help narrow racial and economic achievement gaps in the United States.
In the United States, policymakers have exhibited a resilient confidence in the idea that reforming urban schools is the essential key to improving the life chances of children, especially African American and Latino youth. Since the mid-1960s in particular, this resonant belief, as articulated in different forms by politicians, interest groups, local communities, and the broader public, has served as motivational impetus for small- and large-scale school change efforts. Despite such apparent unanimity regarding the importance of city schools, disputes have emerged over the proper structural and systemic alterations necessary to improve education. Often at issue has been the notion of just who should and will control change efforts. Moreover, vexing tensions have also characterized the enacted reform initiatives. For instance, urban school policies created by distant, delocalized outsiders have routinely engendered unanticipated local effects and fierce community resistance. In addition, particular urban school reforms have manifested simultaneously as means for encouraging social justice for marginalized youth and as mechanisms for generating financial returns for educational vendors. Regardless of such tensions, faith in urban school reform has persisted, thanks to exemplary city schools and programs that have helped students thrive academically. For many reformers, such success stories demonstrate that viable routes toward enabling academic achievement for more children living in urban areas do indeed exist.
Namita Ranganathan and Toolika Wadhwa
Evaluation studies typically comprise research endeavors that are undertaken to investigate and gauge the effectiveness of a program, an institution, or individuals working in educational contexts, such as teachers, students, administrators, and other stakeholders in education. Usually, research studies in this genre use empirical methods to evaluate educational practices and systems. Alternatively, they may take up theoretical reflections on new policies, programs, and systems. An evaluation study requires a rigorous design and method of assessment to focus on the specific context and set of issues that it targets. In general, research studies that attempt to evaluate a program, an individual, or an institution place emphasis on checking their efficacy. They do not seek to find explanations that have led to the level of efficacy that the variables under study may have achieved. Thus, quite often, they are contested as not being full-fledged research.
Evaluation studies use a variety of methods. The choice of method depends on the area of study as well as the research questions. An evaluation study may thus fall within the qualitative or quantitative paradigms. Often, a mixed method approach is used. The purpose of the study plays a significant role in deciding the method of inquiry and analysis. Establishing the probability, plausibility, and adequacy of the program can be some of the main aims of evaluation studies. This implies as well that the programs, institutions, or individuals under study would have an impact on the course and direction of future programs and practices. An evaluation study is thus of vital importance to ensure that appropriate decisions can be made about efficacy, transferability to different contexts, and difficulties and challenges to be faced in subsequent applications.
Evaluation studies in India have been done in a vast range of areas that include program evaluation, impact studies, evaluations of specific interventions, performance outcome assessments, and the like. Some examples of studies undertaken by the government and the development sector in this regard are the following: assessment of interventions for adolescence education; impact studies of interventions, programs, and policies launched for education of minorities, including girls; and evaluation of performance outcomes stemming from programs for education of the marginalized.
The key challenges in evaluation studies are to gather accurate data in order to establish reliable outcomes, to establish clear relationships between the outcomes and the interventions being studied, and to safeguard against researcher bias.
Cleo Mees and Tom Murray
Visual and screen-based research practices have a long history in social-science, humanities, education, and creative-arts based disciplines as methods of qualitative research. While approaches may vary substantially across visual anthropology, sociology, history, media, or cultural studies, in each case visual research technologies, processes, and materials are employed to elicit knowledge that may elude purely textual discursive forms. As a growing body of visual and screen-based research has made previously-latent aspects of the world explicit, there has been a concomitant appreciation that visual practices are multisensory and must also be situated within a broader exploration of embodied knowledge and multisensory (beyond the visual) research practice. As audio-visual projects such as Lucien Castaing-Taylor and Véréna Paravel's Leviathan (2013), Rithy Panh's S-21: The Khmer Rouge Death Machine (2003), and Margaret Loescher’s Cameras at the Addy (2003) all demonstrate, screen-based research practices are both modes of, and routes to, knowledge. These projects also demonstrate ways in which screen-based visual research may differ from research exclusively delivered in written form, most specifically in their capacity to document and audio-visually represent intersubjective, embodied, affective, and dynamic relationships between researchers and the subjects of their research. Increasingly, as a range of fields reveal that the incorporative body works as an integrated “perceptive field” as it processes sensory stimuli, visual and screen-based research practices will fulfil an important role in facilitating scholarly access to intuitive, affective, embodied, and analytical comprehension.
Visual literacy was originally defined as a set of visual competencies or cognitive skills and strategies one needs to make sense of visual images. These visual competencies were seen as universal cognitive abilities that were used for understanding visual images regardless of the contexts of production, reception, and dissemination. More contemporary definitions suggest visual literacy is a contextualized, social practice as much as an individualized, cognitively based set of competencies. Visual literacy is more aptly defined as a process of generating meanings in transaction with multimodal ensembles that include written text, visual images, and design elements from a variety of perspectives to meet the requirements of particular social contexts.
Theories of visual literacy and associated research and pedagogy draw from a wide range of disciplines including art history, semiotics, media and cultural studies, communication studies, visual ethnography and anthropology, social semiotics, new literacies studies, cognitive psychology, and critical theory. Understanding the various theories, research methodologies, and pedagogical approaches to visual literacy requires an investigation into how the various paradigm shifts that have occurred in the social sciences have affected this field of study. Cognitive, linguistic, sociocultural, multimodal, and postmodern “turns” in the social sciences each bring different theories, perspectives, and approaches to the field of visual literacy. Visual literacy now incorporates sociocultural, semiotic, critical, and multimodal perspectives to understand the meaning potential of the visual and verbal ensembles encountered in social environments.
Russian followers of Vygotsky have elaborated his theoretical ideas into an innovative theory of development. In this theory, children’s development is viewed as the major outcome of adult mediation: adults engage children in the age-specific joint activity (the so-called leading activity) and, in the context of this activity, promote the development in children of a new motive, and teach them new tools of thinking, problem solving, and self-regulation. As a result, children outgrow their current leading activity and transition to the new leading activity, which is specific to their next age period. Vygotskians have described the following leading activities of children in industrialized societies:
- First year of life: emotional interactions with caregivers.
- Second and third years of life: object-centered joint activity with caregivers.
- Three- to six-year-olds: sociodramatic play.
- The period of middle childhood: learning at school.
- The period of adolescence: interactions with peers.
Vygotskian developmental theory has found strong empirical support in the studies of contemporary researchers. Its major strength relates to the fact that it integrates in a meaningful way motivational, cognitive, and social factors as resulting in children’s engagement in the age-specific leading activity. This theory also provides an explanation of the mechanism of children’s transition from one developmental stage to the next stage, which many alternative theories of development fail to do. Some of the Vygotskians’ notions, however, weaken their analysis and can be disputed (this relates, for example, to a disregard by Vygotskians of the role of physiological maturation in children’s development).
World-systems theorizing has its roots in dependency theorizing and the critique of modernization theory, rejecting its claimed linear process of economic development for all nation-states. A founding premise of this work, established well before the advent of globalization studies, has been the need to take the world-system as the primary unit of analysis for understanding social reality and social change. As an approach for understanding systems of mass education, world-systems theorizing has taken on two broad trajectories. One of these, world-culture theory or neo-institutional analysis, has centered on identifying examples of global convergence at the level of education policy, explaining these in terms of a world culture of education that has spread across nation-states through their participation in international agencies and organizations. An alternative approach, world-systems analysis, takes the historical development and operation of the capitalist world-economy, across core, semi-peripheral, and peripheral zones of the world-economy, as the starting point for understanding the nature and function of mass education systems. This work includes the particular construction of knowledge structures and subject disciplines, and their function within the operation of the capitalist world-system. Where world-culture theory downplays the causal power of economic structures, world-systems analysis highlights the interaction between economics and an accompanying world cultural framework under historical capitalism, whose core features can account for the nature and purpose of education. Educational applications of contemporary world-systems analysis extend to work within the broader field of critical education to transform society. Specifically, these applications examine the potential for systems of mass education to equip students with the knowledge, skills, and dispositions to understand existing social reality, to imagine more equal, just, democratic, and peaceful, alternative world-systems, and to take action toward their realization.
Fernando Hernández-Hernández and Juana M. Sancho-Gil
Researchers from various disciplines collect and generate field notes as a strategy to describe and reflect (through texts, photos, drawings, diagrams, or recordings) the complexity they face when addressing entangled and many-faceted phenomena. Field notes are as common research strategy not only to capture and amass instantly what researchers listen to, observe, think, and feel, but also to make explicit their reflexivity process, based on their observations and experiences. Field notes are not only a method for generating evidence, but a reflection of the ontological, epistemological, methodological, and ethical positionality that guide the researcher’s gaze. Paradoxically, although field notes are something most researchers use and are fundamental in their reports and publications, they are generally the hidden and idiosyncratic side of academic field work.
The preparation of field notes is an extremely intricate issue, as the very same meaning, purposes, and roles of field notes heavily rely on the ethnographer’s onto-epistemological positioning. It is useful, then to contextualize field notes within the tradition of ethnography, without ignoring the fact that they are used in a wide range of disciplines (including anthropology, deology, architecture, geography, ethology, archaeology, and biology). It is also important to problematize the practice of taking, collecting, and generating field notes by taking into account the fact that the traditional vision of field notes as written (alphabetic) notes is being challenged by the availability of mobile applications that enable researchers to create and organize multimodal information. It is important to note the relevance of the so-called “headnotes,” as there are many impressions, scenes, and experiences that cannot be written down or can be difficult or impossible to document. In addition, the text goes beyond the reflection of interaction by introducing the notion of intra-action to overcome the metaphysics of individualism underlying conventional understandings of “interactions.” The growing multiplicity of languages, modes, and means of expression and communication must be examined alongside the strengths and limitations of multimodal field notes. Finally, the practice of keeping field notes requires a recognition of the reflexivity imbedded in this process. Field diaries can be seen as the first step toward ethnographic reporting, and here reflexivity becomes a fundamental part of the analyses involved.