Critical qualitative research is full of possibilities and explorations that can assist in transforming systems for social change and the public good. It is an approach to research that at its core is concerned with the role of power; how it manifests in systems, structures, policies, and practice; and how contexts can contribute to and reify power and its deleterious effects. The use of critical qualitative methods and methodologies within the field of education has grown significantly since the 1990s. This is a large area of work that encompasses studies throughout the spectrum of educational topics, from early childhood learning to higher education and beyond. In the area of educational policy, while scholars use a multitude of critical qualitative methodologies and methods, critical policy analysis (CPA) has continued to grow in popularity. CPA provides opportunities for researchers to question policy in general––how it is formed, implemented, and evaluated, as well as its assumed impact. It is appealing because it gives space for scholars to not only critique educational policy issues but also offer new perspectives, approaches, and alternatives to the policy process. Critical inquiry, however, does not occur within a vacuum, so the dynamics of conducting critical qualitative research within a hyperpolarized sociopolitical context must also be considered. Contentious times make it increasingly important for critical qualitative scholars to (re)commit to the work of transforming education with the goal of creating a more just society. There are a multitude of hopes and opportunities for this burgeoning area of critical research, challenging us all to not only look toward creative approaches when studying issues of educational policy but also to persistently interrogate how our own positionalities and relations impact the work we do.
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Critical Qualitative Research and Educational Policy
Madeline Good and Sarah Diem
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Elite School Education Group Policy and Low-Performing Schools in China
Yu Zhang and Xuan Qi
Education inequality has been a challenging issue worldwide, and disparity across schools constitutes a significant proportion of total inequality. Effective policies to turn around low-performing schools (LPS) are therefore of great importance to both governments and students. The Elite School Education Group (ESEG) policy is an emerging one, and it has quickly become very influential in China, a country with one of the largest and most diversified education systems in the world. Under this policy, elite public schools (EPS), which have exceptionally enriched educational resources (i.e., high-quality teachers, strong principal leadership, excellent school cultures, etc.), are encouraged by the government to build school groups with LPS. Within the school group under the elite school brand, branch schools (i.e., the previous LPS) can share all kinds of resources from the EPS (including teachers and principals), and they may even utilize the prestige of the brand itself as a means to attract high-performing students. The ESEG policy enables the delivery of multiple turnaround interventions to LPS in an autonomous way, through building partnerships between EPS and LPS. While some LPS are successfully turned around, some are not. It depends on the effectiveness of the reforms undertaken in the branch schools. Of particular importance is the access to strong principal leadership, excellent teachers, and the school cultures from EPS. Incentives for EPS to participate in this reform include obtaining flexibility in personnel management, expanding school scale and influence, and mobilizing other resources. Despite the potential positive influence on the branch schools, the ESEG policy may have a more complex influence on the entire education ecology than initially expected. Indeed, there are now some concerns that the ESEG is creating new LPS, because more and more high-performing students are drawn out of normal schools and attracted to the ESEG-partnered schools during admission. Thus, the effectiveness of the ESEG policy should not be solely based on attracting high-performing students, but on improving overall education quality.
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Disciplinarity and Educational Research
David Bridges
Inquiry is not honored as “research” unless it is marked by some kind of discipline in the sense of its systematic and sustained approach, the rigor of its methods, or perhaps its situated scholarship—its disciplined character. Historically and in the contemporary academy, such discipline has been differentiated and socially institutionalized in the form of disciplines—forms of knowledge distinguished (not always tidily) by their methods of inquiry, central concepts, and a body of scholarship. Interdisciplinarity, cross-disciplinarity, and transdisciplinarity presuppose disciplinarity, and if they are to stand as research, they require some kind of rigor or discipline.
Education in itself is not a distinctive discipline in this sense; rather, it is a field of inquiry that draws on the wide range of disciplinary resources available in the academy including disciplinary, multidisciplinary, and interdisciplinary approaches to its themes. At one stage educational research drew especially on the disciplines of history, philosophy, psychology, and sociology, though this formulation has varied internationally and has evolved over time as new disciplines have joined the traditional disciplines and these have at the same time fragmented and hybridized. These developments, among others, have led to notions of postdisciplinarity, but discipline in research is a condition both of discerning what is most deserving of belief and of making a “community of arguers” possible, however its particular forms evolve and expand.
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Gender Equity in HIV/AIDS Education
Kacie Kidd
Since its initial discovery in the early 1980s, through the development of treatment and prophylaxis medications as well as continued attempts at vaccination development, HIV/AIDS has changed the narrative about infectious diseases around the world. It has led to recognition of the complexities of the intersections of sexuality, gender, race, age, culture, and socioeconomic status while simultaneously highlighting gender inequities in all aspects of the disease. These inequities present in clinical trials that include only subsets of the population, prevention strategies that are offered based on oversimplified assumptions about sexual behaviors, and limited education about risk for everyone from schoolchildren through medical professionals. Activists and public health advocates push for inclusion and transparency in research and treatment for HIV/AIDS, but education at all levels has lagged. The United Nations and the International Conference on Population Development have declared school-based sex education a goal for all countries in order to reduce the health burden of HIV/AIDS. Sex education in schools varies between and within countries, with no standardization of how to best educate youth about sex, reproductive health, or disease prevention. Despite continued challenges with curriculum incorporation and content, research suggests that key qualities of an effective educational program include the creation of a safe space for student questions, inclusion of diverse voices, and clear guidance for preventing sexually transmitted infections such as HIV/AIDS. In order to mitigate continued inequity over the next several decades and beyond, comprehensive HIV/AIDS education must emphasize the intersectionality of gender, sexuality, race, age, culture, and socioeconomic status at all levels from elementary introductions through training for medical and mental health researchers and providers.
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Self-Regulation in Early Childhood Policy and Practice in England
Sue Robson
Self-regulation is a complex, multifaceted concept that can be described as a higher mental process oriented toward children’s (and adults’) metacognitive, motivational, and behaviorally active participation in their own learning. It includes cognitive, behavioral, social, and emotional development. It is related to several other higher mental processes, notably executive function, and the two are sometimes confused and even conflated. They are, however, not interchangeable, and it is vital to clarify both what self-regulation is and what it is not. Failure to do so may lead to confusion at practice and policy levels, and ineffective or inappropriate practice, potentially disadvantageous to young children.
Self-regulation may be significant in all aspects of development, particularly in early childhood, and efforts to enhance children’s self-regulation may be among the most effective educational interventions. Interest is reflected in developments in the field of assessment, including by the Organisation for Economic Co-operation and Development, and in government policy in, inter alia, England. Play, particularly pretense, problem-solving, and talk (both private speech and dialogue) are advocated as rich, naturalistic contexts for the development, support, and meaningful assessment of young children’s self-regulation. Some specific approaches to assessment are identified, notably observation and stimulated recall, in the form of reflective dialogues, including the use of video. Decontextualized assessment is suggested as a potentially less effective approach in capturing the full depth and range of young children’s self-regulatory competence.
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Comparison in Qualitative Research
Lesley Bartlett and Frances Vavrus
Comparison is a valuable and widely touted analytical technique in social research, but different disciplines and fields have markedly different notions of comparison. There are at least two important logics for comparison. The first, the logic of juxtaposition, is guided by a neopositivist orientation. It uses a regularity theory of causation; it structures the study by defining cases, variables, and units of analysis a priori; and it decontextualizes knowledge. The second, the logic of tracing, engages a realist theory of causation and examines how processes unfold, influenced by actors and the meanings they make, over time, in different locations, and at different scales. These two logics of comparison lead to distinct methodological techniques. However, with either logic of comparison, three dangers merit attention: decontextualization, commensurability, and ethnocentrism. One promising research heuristic that attends to different logics of comparison while avoiding these dangers is the comparative case study (CCS) approach. CCS entails three axes of comparison. The horizontal axis encourages comparison of how similar policies and practices unfold across sites at roughly the same level or scale, for example across a set of schools or across home, school, religious institution, and community organization. The vertical axis urges comparison across micro-, meso-, and macro-levels or scales. For example, a study of bilingual education in the United States should attend not only to homes, communities, classroom, and school dynamics (the micro-level), but also to meso-level district, state, and federal policies, as well as to factors influencing international mobility at the macro-level. Finally, the transversal axis, which emphasizes change over time, urges scholars to situate historically the processes or relations under consideration.
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Peer Effects in Education
Jonathan Pratschke and Giovanni Abbiati
In the social sciences, the term “peer effects” has been widely used to describe the various ways in which individual behaviors and attitudes can be influenced by friends, acquaintances, and the wider social environment. Due to the crucial role of social interactions within the school context, the role of peers in shaping academic outcomes has been under scrutiny for decades. Following seminal work by Manski, we distinguish between three different components of peer influence: endogenous (where the behavior of an individual varies in accordance with the behavior of the peer group), exogenous (where the behavior of an individual varies with the characteristics of the members of the peer group), and correlated (where the behavior of individuals is shaped by shared environmental or institutional factors). By estimating a simultaneous autoregressive model, we assess the relative strength of these three forms of peer influence in relation to secondary school exam results in a large sample of Italian school-leavers. One limitation is that we are only able to observe peer influence within the classroom, while another is that the study is confined to a specific moment in time, which comes quite late in young people’s educational trajectories. The results confirm that peer processes play an important role in the reproduction of social inequalities, against the backdrop of institutional criteria for the selection of students into schools and classes. These factors therefore demand the sustained attention of educational administrators and policymakers.
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High Stakes Testing and Educational Inequality in K-12 Schools
Ronald W. Solórzano
The ubiquitous use of high stakes tests in K-12 schools in the United States has a deleterious effect on students of color (e.g., Black and Latino). Punitive policies related to test outcomes, such as retention and graduation, have been particularly damaging. In fact, the historical use of tests has been linked to exclusionary and racist motives resulting in discriminatory practices in college admissions while leading to genetic and cultural deficit theories to explain low achievement for students of color. The legacy of these early uses of tests has maintained its adverse presence in today’s educational landscape. National data on grade retention, high school dropout rates, and achievement indicate that students of color are disproportionately penalized by school-based policies resulting in an unequal educational experience. Unfortunately, these trends have been persistent reflecting achievement gaps between White and Asian students and Latino and Black students, and where, in most cases, no meaningful progress in eliminating these gaps has been made. English learners are particularly harmed by these policies and tests since language and opportunity to learn (OTL) concerns persist. Trends of low achievement are attributed to poorly resourced schools, cultural deficit theories employed by school personnel, and the invalid use of tests. Schools could serve students better by employing a curriculum and instruction that is culturally and linguistically relevant, that integrates communities and schools to critically analyze their educational and social-political status and agency thus empowering both for lasting change. Furthermore, teachers need to be empowered to be instructional leaders who critically evaluate their curriculum and instruction so as to educate and liberate students of color.
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Education and Media Discourses
Nicole Mockler
Over the past 30 years, a growing field of scholarship has explored the relationship between education and the media. Scholars within this field have explored representations of education, schooling, teachers’ work and students in print and other news media, utilizing approaches that include critical discourse analysis, news framing analysis and, more recently, corpus-assisted discourse analysis. The relationship between these representations, public understandings of education and education policy has also been explored in the research literature, with a focus on the complex interplay between media discourses and public policy around education. The emergence of social media and the engagement of both educators and members of the general public on social media around issues related to education has seen this relationship shift in the first two decades of the 21st century. This, along with the growth of computer-assisted research approaches (including corpus-assisted analysis and network analysis, for example) has brought new theoretical and methodological possibilities to bear on the field.
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Comparative Case Study Research
Lesley Bartlett and Frances Vavrus
Case studies in the field of education often eschew comparison. However, when scholars forego comparison, they are missing an important opportunity to bolster case studies’ theoretical generalizability. Scholars must examine how disparate epistemologies lead to distinct kinds of qualitative research and different notions of comparison. Expanded notions of comparison include not only the usual logic of contrast or juxtaposition but also a logic of tracing, in order to embrace approaches to comparison that are coherent with critical, constructivist, and interpretive qualitative traditions. Finally, comparative case study researchers consider three axes of comparison: the vertical, which pays attention across levels or scales, from the local through the regional, state, federal, and global; the horizontal, which examines how similar phenomena or policies unfold in distinct locations that are socially produced; and the transversal, which compares over time.
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