CJE Vol. 16, No. 2
Transcription
CJE Vol. 16, No. 2
Contents / Table des matières Articles Noëlle Sorin et Rachel Desrosiers-Sabbath 121 L’impact de l’apprentissage de LOGO sur la structuration du récit John E. Lyons, Bikkar S. Randhawa, & Neil A. Paulson 137 The Development of Vocational Education in Canada Peter Coleman, Lorna Mikkelson, & Linda LaRocque 151 Network Coverage: Administrative Collegiality and School District Ethos in High-Performing Districts Jessica Latshaw 168 Middle Grade Students’ Responses to Canadian Realistic Fiction for Young Adults Dianne L. Common 184 In Search of Expertise in Teaching Research Notes / Notes de recherche Laverne Smith 198 The Gender Composition of the Pool of Prospective School Principals David W. Jardine & James C. Field 206 Critical-Interpretive Explorations of Innovative Language Arts Practices at the Elementary School Level James C. Field 210 Educators’ Perspectives on Assessment: Tensions, Contradictions, and Dilemnas Discussion Notes / Débat Roland Case 215 The Anatomy of Curricular Integration Janet Stern 225 French-Language Minority Education in Ontario and Changing Levels of Educational Attainment Book Reviews / Recensions Laurie Walker 229 The New Literacy: Redefining Reading and Writing in the Schools, by John Willinsky Jean-Pierre Chartrand 231 Savoir préparer une recherche: la définir, la structurer, la financer par A.P. Constandiopoulos, F. Champagne, L. Potvin, J.-L. Denis et P. Boyle Richard Courtney 233 Primary Understanding: Education in Early Childhood, by Kieran Egan Lise Saint-Laurent 234 Élèves en difficulté d’adaptation et d’apprentissage par Georgette Goupil Neil Sutherland 236 Education, Change and the Policy Process, by Harold Silver Aimée Leduc 239 Le ministère de l’Éducation et le Conseil supérieur: leurs antécédents et leur création, 1867–1964 par Arthur Tremblay avec la collaboration de Robert Blais et Marc Simard Benjamin Levin 240 Scrimping or Squandering: Financing Canadian Schools, edited by Stephen Lawton & Rouleen Wignall Jeff Hughes 242 Learning Difficulties and Emotional Problems, edited by Roy I. Brown & Maurice Chazan Jean Moisset 243 Le monopole public de l’éducation par JeanLuc Migué et Richard Marceau Murray Ross 247 Curriculum and Assessment Reform, by Andrew Hargreaves Geoffrey Milburn 249 Asia and the Pacific: Issues of Educational Policy, Curriculum and Practice, edited by Donald C. Wilson, David L. Grossman, & Kerry J. Kennedy L’impact de l’apprentissage de Logo sur la structuration du récit Noëlle Sorin Rachel Desrosiers-Sabbath université du québec à montréal Le développement cognitif en situation d’apprentissage s’avère une des préoccupations éducationnelles prioritaires comme en témoigne l’intérêt actuel pour les démarches de résolution de problèmes. Par ailleurs, nombre de théoriciens et praticiens concentrent leurs efforts sur les problèmes intrinsèques de l’apprentissage de la langue maternelle. Ils s’interrogent entre autres sur nos programmes scolaires qui ne parviennent pas toujours à former des personnes possédant les habiletés langagières de base, notamment à l’écrit. L’objectif de la recherche rapportée dans cet article consiste à démontrer que le transfert d’habiletés joue un rôle appréciable dans le développement cognitif, en partant de l’hypothèse que l’apprentissage de la programmation informatique en langage Logo favoriserait l’expression écrite. La programmation en Logo pourrait alors devenir une stratégie de développement cognitif, aussi bien au niveau de l’enseignement primaire qu’en andragogie ou en alphabétisation, du fait que les habiletés cognitives développées se révèlent transférables à des domaines autres qu’informatiques et qu’elles facilitent d’autres apprentissages. Ainsi, il serait possible d’utiliser ces nouvelles habiletés pour structurer un récit, dans une démarche de plus en plus logique, les manières de penser en informatique et en littérature n’étant peut-être pas aussi cloisonnées qu’on le pense. Recent interest in problem solving shows how far cognitive development has come to dominate educational discussion. The learning of mother tongues is open to such inquiries. Why, for example, do our curricula sometimes fail to transmit basic language skills, especially in writing? Our research shows how far transfer plays a part in cognitive development. We thought that learning Logo computer language should improve learners’ writing skills and stimulate cognitive development. This would be so at primary and at adult levels—including adult basic education—since cognitive skills built up in computing should transfer to other fields and other sorts of learning. New skills should help learners more logically to organize a narrative, since computational and literary resoning are less distinct than one might think. Depuis plusieurs années déjà, les sciences de l’éducation tentent de se définir en tant que discipline avec pour objet d’étude, la situation pédagogique et pour unité de base, l’apprentissage. La didactique focalise alors ses 121 REVUE CANADIENNE DE L’ÉDUCATION 16:2 (1991) 122 NOËLLE SORIN ET RACHEL DESROSIERS-SABBATH préoccupations sur l’élève et intervient auprès de lui en fonction de théories axées principalement sur le fonctionnement de la cognition et des conditions de son développement. Les deux grands chefs de file du développement cognitif restent indéniablement Piaget (1965) et Bruner (1966). En s’inspirant de ces mouvements de pensée, le développement cognitif peut donc se définir comme un processus de construction, de transformation et d’organisation des structures cognitives d’une personne, dans lequel l’environnement a une influence incontestable. La plupart des courants éducationnels s’intéressant au rôle de l’apprentissage dans le développement cognitif s’accorde sur le fait que le développement s’élabore à travers l’interaction de la personne avec son milieu par l’intermédiaire des outils cognitifs (Bruner, 1969; Inhelder, Sinclair, & Bovet, 1974; Piaget, 1965; Vygotsky, 1962; 1978). L’apprentissage, partie intégrante de l’environnement, occupe donc une place privilégiée dans le développement cognitif. On se trouve ici face à une conception de l’apprentissage (Brien, 1981; Côté, 1987; Gagné, 1975) en tant que processus interne permettant une modification de comportement devant être due à une expérience ou à un exercice et ce, de façon durable, où l’élève dispose d’un certain nombre de structures cognitives qui vont l’aider à acquérir des habiletés nouvelles et qui devront également être modifiées en fonction des exigences de la réalité. On peut donc utiliser un ensemble d’activités initiées par l’élève ou mises à sa disposition sous forme imposée ou suggérée, susceptibles de déclencher chez lui ce processus interne, en vue d’atteindre des objectifs pédagogiques du domaine cognitif, élaborés à partir de taxonomies précises (Bloom, 1956/1969; Gagné, 1975/ 1976). En effet, le développement cognitif peut être stimulé et même facilité, en particulier grâce à l’influence décisive que l’environnement, celui de l’école notamment, exerce sur lui (Papert, 1981; Schwebel, 1983). Forts de ces prémisses, il nous a semblé intéressant de démontrer que le développement cognitif, correspondant donc essentiellement à l’acquisition de structures opératoires desquelles dépendent des habiletés telles l’application, l’analyse, la synthèse et l’évaluation (Bloom, 1956/1969), ou le rappel et la généralisation (Gagné, 1975/1976), est possible, du moins en partie, grâce à un transfert d’habiletés, en partant de l’hypothèse que l’apprentissage de la programmation informatique favorise l’expression écrite. Parmi les différents langages de programmation existants, un choix s’imposait. Sans avoir procédé à une étude comparative des langages de programmation structurée pour identifier les plus susceptibles de contribuer de manière importante au développement cognitif, il nous est apparu que le langage Logo, de par sa structure même et de par son accessibilité—du moins quant à la géométrie de la tortue—représentait un choix raisonnable. En effet, Logo-géométrie est constitué d’un ensemble de mots, les primitives, qui traduisent les concepts de base. Ces mots peuvent être combinés en vue d’écrire un programme ou procédure. On attache à cette suite de mots qui la compose, un autre mot qui servira à la désigner. À partir des primitives L’APPRENTISSAGE DE LOGO 123 donc, l’utilisateur crée des mots nouveaux, les procédures dont il a besoin pour résoudre ses problèmes, procédures qu’il peut imbriquer les unes dans les autres selon une structure modulaire. On n’enseignera pas directement à l’enfant comment programmer la tortue symbolisée à l’écran par un petit triangle, il le découvrira par lui-même grâce à une technique heuristique, prônée par Papert lui-même (1981), ce qui permettra à l’enfant de réfléchir sur sa propre action et sur sa propre pensée. Le langage Logo, déjà utilisé avec succès dans divers domaines pédagogiques et psychopédagogiques, a donc été employé cette fois-ci au primaire deuxième cycle, pour développer des habiletés cognitives transférables qui seront ensuite utiles lors de la structuration d’un récit, par exemple. RÉSOLUTION DE PROBLÈMES AVEC LOGO Résolution de problèmes La programmation en Logo est une démarche procédurale qui vise la résolution de problèmes où la logique et l’heuristique y sont interdépendantes. Depuis les années 1980, le concept de résolution de problèmes s’est imposé dans le milieu éducatif (D’Hainaut, 1985; Feldhusen & Guthrie, 1979; Gagné, 1970; Lavallée, 1975; Lemaître, 1983; Smith, 1979) où on l’appréhende comme un apprentissage qui implique des structures nouvelles aux niveaux de la situation, du processus ou de la solution, et qui met en jeu des connaissances, des habiletés et surtout des règles, apprises antérieurement mais mises en oeuvre dans le but de produire une nouvelle capacité dépendante d’une nouvelle règle. Dans l’activité de résolution de problèmes, le sujet traite la situation problématique selon un processus qui fait intervenir un ensemble d’opérations cognitives étroitement liées aux étapes de résolution de problèmes. À ces opérations correspondent des habiletés qui par le fait même vont se trouver activées ou développées. Les principales habiletés cognitives engagées lors de la programmation, et Schwebel (1983) nous les rappelle, s’énumèrent ainsi: la planification, l’analyse des problèmes et de leurs données, la production et la vérification d’hypothèses ou recherche de solution. La métacognition est une autre des habiletés qui a un rapport direct avec la programmation structurée, puisque, selon Vygotsky (1962), le rôle personnel du sujet qui programme, consiste à employer délibérément des stratégies pour se remémorer l’information dont il a besoin et l’utiliser pour résoudre des problèmes. Logo et objectifs de transfert Il importe de savoir si les habiletés cognitives acquises par l’apprentissage de la programmation Logo sont applicables à d’autres activités quoiqu’aucune formation ne vise délibérément à les rendre transférables. Il s’agit de 124 NOËLLE SORIN ET RACHEL DESROSIERS-SABBATH vérifier si cet apprentissage modifie la manière dont se posent les problèmes et ouvre de nouvelles perspectives, et s’il entraîne l’acquisition d’habiletés durables, utiles et utilisables dans des domaines extérieurs à son propre champ, donc, si ces habiletés sont transférables, et ce, sans que l’élève apprenne à transférer. Le transfert se définit comme un processus cognitif qui permet de mettre en oeuvre des savoirs, des savoir-faire et des savoirêtre que l’on possède déjà, dans des situations différentes de celles de l’apprentissage, mais de même nature cependant, pour bâtir de nouvelles connaissances (Klausmeier & Goodwin, 1966; Sawrey & Telford, 1968). Il existe trois théories généralement admises au sujet du transfert (Klausmeier & Goodwin, 1966; Sawrey & Telford, 1968): la théorie des éléments identiques (Identical Elements), le sujet procède par identification, par analogie, par assimilation (Thorndike, 1903) et par accommodation (Piaget, 1946); la théorie de la généralisation (Generalization Theory) (Judd, 1908) qui est une extension de la première, le transfert se fait par généralisation de l’expérience et la compréhension des principes; la théorie de rapport (Relationship Theory) héritée de la Gestalt (Kohler, 1929), le transfert se fait par la compréhension des relations entre les faits, les processus et les principes. Cependant, dans les trois théories, le transfert est nettement favorisé si la personne perçoit la situation nouvelle comme étant similaire à la situation initiale. Les méthodes d’apprentissage ont également un impact sur le transfert (Klausmeier & Goodwin, 1966), principalement celles qui se réfèrent aux processus d’apprendre comment apprendre. La technique heuristique adoptée lors de l’apprentissage de Logo s’inscrit bien dans cette ligne et appuie une certaine affiliation de cette recherche à la théorie de rapport. Des objectifs de transfert peuvent être émis puisque la capacité de transférer les apprentissages semble capitale dans les démarches pédagogiques, mais ils s’avèrent difficilement mesurables, car, comme le soulignent De Landsheere V. et G. (1982), ils portent sur les processus, et non sur les résultats de ces processus, d’autant plus qu’au fur et à mesure que l’apprentissage progresse, le transfert devient plus subtil, plus profond. On différencie habituellement deux types de transferts impliqués dans les habiletés intellectuelles (Gagné, 1975/1976; Klausmeier & Goodwin, 1966). Le transfert vertical permet le transfert des habiletés à un niveau supérieur plus complexe. Ce transfert dépend donc de l’apprentissage préalable d’habiletés plus simples. Le transfert latéral quant à lui se réfère à la généralisation et l’application d’habiletés apprises à des situations différentes de l’apprentissage initial. D’Hainaut (1985) distingue trois niveaux de transfert latéral: le transfert académique, le transfert opérationnel et le transfert intégral. Le transfert académique qui nous intéresse est le plus facile à identifier, permettant de mettre en évidence quelques principes susceptibles d’influencer le transfert d’habiletés entre deux tâches (Krasnor & Mitterer, 1984). Il faut que le processus soit similaire dans les deux tâches. Le sujet doit reconnaître si la nouvelle situation problématique est semblable à une situation déjà L’APPRENTISSAGE DE LOGO 125 rencontrée ou si les problèmes sont isomorphes. Si les instructions découlent d’un principe ou d’une règle générale, le transfert est facilité. Le degré de transfert peut dépendre de l’état complet du savoir et aussi de l’exposition à une grande variété de situations nécessitant les mêmes habiletés spécifiques. Maintes recherches empiriques sur l’implantation et l’évaluation de Logo recensées dans le domaine de l’éducation ont tenté de déterminer dans quelle mesure programmer en Logo accroît la capacité des élèves à résoudre des problèmes. Cependant, le bilan est peu probant (Bossuet, 1983; Bower, 1985; Kurland & Pea, 1983; Pea, 1983; Pea, Kurland, & Hawkins, 1985; Tetenbaum & Mulkeen, 1984). Certains chercheurs se sont davantage penchés sur les habiletés transférables lors d’une approche de résolution de problèmes avec Logo, tentant de démontrer que les stratégies élaborées lors de l’utilisation de la tortue sont transférables à d’autres situations (Bideault, 1985; Krasnor & Mitterer, 1984). Ils n’ont abouti à aucune conclusion sérieuse dans ce sens, mettant ainsi en doute la possibilité même de transfert et ce, malgré certaines composantes éducatives propres à Logo qui favoriseraient le transfert comme la tortue et la facilité de structuration d’un programme ainsi que d’autres éléments, non inhérents au langage lui-même: l’absence de stress face à l’échec, la convivialité et la motivation. D’autres chercheurs critiquent le manque de preuves objectives (Ginther & Williamson, 1985) ou de données accessibles (Michayluk, 1985) quant à la généralisation des habiletés de résolution de problèmes et à leur transfert. Des expériences ont été menées dans le domaine de l’apprentissage de la langue maternelle (Côté, 1984), que ce soit au niveau grammatical (Caron, Jutras et Massé, 1984; Hopper, 1985), au niveau de la création de phrases (Emirkanian et Bouchard, 1984) et même de la composition de texte dans une mise en parallèle avec la composition d’un programme Logo (Newkirk, 1985). Mais, on ne s’est jamais véritablement penché sur la question de transfert d’habiletés lors du programme d’expression écrite, et plus précisément lors de la structuration d’un récit. Rappelons que, pour qu’il y ait transfert, il faut que le processus de résolution de problèmes soit similaire dans les deux tâches et que les situations requièrent des habiletés cognitives semblables. Il nous faudra donc établir si la construction d’un récit est une démarche procédurale de résolution de problèmes similaire à celle vécue lors de l’écriture d’un programme Logo. Il nous faudra aussi vérifier si les habiletés cognitives développées aux cours d’expression écrite sont comparables à celles mises en évidence dans l’expérience Logo. S’il appert qu’il y a similitude, et dans le processus, et dans les habiletés, alors le transfert des habiletés développées par Logo, au domaine de l’écriture d’un récit, est envisageable. Nous nous intéresserons ici uniquement au récit en tant que structure narrative évacuant du coup tout apport affectif et créatif impliqué dans sa rédaction. 126 NOËLLE SORIN ET RACHEL DESROSIERS-SABBATH EXPRESSION ÉCRITE Structure du récit Les sciences humaines, suite aux travaux de Lévi-Strauss (1958) imposant l’approche structurale comme méthode par excellence, visent à définir un fait humain en fonction d’un ensemble organisé, et à rendre compte de ce dernier à l’aide de modèles. Dans cette étude de l’impact de Logo, le récit s’avère intéressant car sa structure interne, ou logique des événements, s’apparente à la démarche procédurale d’un programme Logo. Or, le récit peut être analysé en terme de structure univoque, donc généralisable (Barthes, 1981). D’une façon courante, communément admise, le récit est la transformation d’une situation donnée en une situation nouvelle, par l’intermédiaire d’une suite d’événements, ces événements concernant des personnages. Pour bien délimiter ce qu’est le récit, il faut distinguer l’histoire, c’est-à-dire la succession des événements, de la narration, c’est-à-dire la manière de raconter ces événements (Dumortier & Plazanet, 1980; Génette, 1983). Mais avant tout, pour devenir un récit, c’est-à-dire le discours oral ou écrit qui raconte les événements (Génette, 1983), ceux-ci doivent être temporellement organisés et former une histoire (Barthes, 1953). C’est ce qu’on pourrait appeler la dimension épisodique. Cependant, il existe une dimension configurationnelle qui permet de saisir ces événements successifs dans leur ensemble et de traiter les informations avec cohérence (Bersani, Autrand, Lecarme et Vercier, 1982). On doit au formalisme russe, et à Propp (1928/1970) en particulier, une analyse de la structure du récit. Celui-ci a travaillé avec précision la dimension chronologico-séquentielle du récit, démontrant le retour des mêmes actions—des mêmes fonctions—s’enchaînant dans un ordre immuable, dans chaque conte. La notion de fonction est entendue ici dans le sens que lui conféra Propp, c’est-à-dire “l’action d’un personnage, définie du point de vue de sa portée significative dans le déroulement du récit” (p. 36). De nombreuses études furent menées par la suite pour prouver que cette formalisation était transposable à toute espèce de récit (Barthes, 1981; Bremond, 1973; Todorov, 1967, 1968). Le récit s’organise en unités minimales, les propositions narratives ayant des liens entre elles (Todorov, 1968). Les propositions s’ordonnent en cycles. Ces unités supérieures sont appelées séquences. Au niveau du texte, on rencontre toujours plus d’une séquence. C’est le Français Bremond (1973) qui a mis au point le premier, un système fonctionnel s’adaptant au récit en général. Il a repris la notion de séquence tout en considérant que chaque processus se déroule en trois phases, ou triade, associant trois fonctions: situation ouvrant sur une possibilité; actualisation ou non-actualisation de la possibilité; succès ou échec. Trois types de combinaisons entre les séquences sont possibles (Todorov, 1968): l’enchâssement (une séquence entière se substitue à une proposition de la première séquence); l’enchaîne- L’APPRENTISSAGE DE LOGO 127 ment (les séquences sont mises à la suite l’une de l’autre au lieu d’être imbriquées); l’alternance (qui met à la suite l’une de l’autre, tantôt une proposition de la première séquence, tantôt une de la seconde). Les actions des personnages, ou fonctions, s’enchaînent selon une certaine logique de façon à former la trame du récit, leur succession n’étant pas arbitraire mais obéissant à une certaine nécessité (Bremond, 1973; Todorov, 1967, 1968). Chaque récit respecte inévitablement cette logique dans une suite d’événements ordonnés, sous peine d’être inintelligible, et permettant ainsi son analyse structurale. Acquisition du récit Mais, se pose ici le problème de l’acquisition des récits, la genèse de leur production, leur compréhension et leur mémorisation (Fayol, 1985; Holland, 1986). Il faut souligner les travaux de Bartlett (1964) s’intéressant aux aspects psycho-sociaux de la mémoire. Celui-ci introduisit la notion de schéma narratif. Cette notion relève à la fois d’une organisation générale inhérente au récit et de la connaissance préalable de l’individu se remémorant le récit. Cette connaissance englobe son savoir factuel et aussi son expérience antérieure des trames narratives. Elle lui permet de filtrer le texte et détermine la sélection d’éléments saillants. Il peut alors introduire une certaine hiérarchie entre les énoncés, le schéma correspondant à cette structure hiérarchisée. Cette structure dynamique semble très tôt opérationnelle, susceptible de guider la compréhension et la reconstruction du récit (Fayol, 1985). Le schéma narratif serait en place dès six ans mais il serait plus ou moins précocement mobilisable, selon le type de tâche. Ainsi, en ce qui concerne les histoires inventées, à sept ans et demi, il n’est mis en oeuvre que par un tiers des sujets. Quant aux histoires faisant référence à des événements vécus, le schéma correspond le plus souvent à des séquences temporelles d’actions, constituant le squelette du récit. C’est vers onze ans et demi que le sujet est susceptible d’organiser la représentation des événements et de structurer son texte en fonction d’un interlocuteur et d’une situation d’énonciation. Des enfants de 10–11 ans rédigeant un récit peuvent donc le doter d’une structure logique. Schémas fonctionnels Inversement, l’analyse structurale du récit est également possible. À cette fin, pour des raisons méthodologiques, un des constituants élémentaires du récit, l’histoire, sera isolé. Les mêmes fonctions s’enchaînant dans un ordre immuable, ceci a permis de créer des schémas dits fonctionnels qui fournissent à l’avance les grandes articulations de l’histoire (Larivaille, 1974). Ceux-ci s’appuient sur la séquence de Bremond correspondant à un processus dynamique de transformation agie ou subie, tout en considérant 128 NOËLLE SORIN ET RACHEL DESROSIERS-SABBATH que cette suite d’événements transforme une situation donnée en une situation nouvelle; il y a donc un état initial d’équilibre et un état final d’équilibre également qui ne sont pas événementiels (Todorov, 1978). Ce schéma fut déjà positivement utilisé pour l’analyse structurale du récit (Dumortier et Plazanet, 1980; Fayol, 1985; Larivaille, 1974). Logo et récit En partant du principe que le transfert d’habiletés cognitives entre deux situations problématiques n’est possible que si le processus de résolution est similaire dans les deux tâches—ou si les problèmes sont isomorphes—et que si les deux situations nécessitent les mêmes habiletés spécifiques, il est aisé d’établir l’analogie entre les deux processus de résolution de problèmes, que ce soit dans l’écriture d’un programme informatique en Logo ou dans la rédaction d’un récit. En effet, en Logo, les capacités de structuration jouent un rôle important: l’enfant structure son projet, notamment lorsqu’il utilise la séquentialité et le mode procédural. Par la structure séquentielle, il a appris à mener à terme chaque programme, en suivant l’enchaînement logique et l’ordre de succession des instructions dans l’écriture des procédures. Il est alors porté à compléter la séquence événementielle de la structure du récit, dans un enchaînement logique des actions. Les combinaisons de séquences, quant à elles, évoquent la structure modulaire d’un programme Logo, avec l’utilisation de procédures et de sous-procédures. Il reste à déterminer si les habiletés de résolution de problèmes développées par Logo s’apparentent à celles qui sont nécessaires à la structuration d’un récit. Quiconque écrit un récit doit s’attacher aux séquences événementielles—ou schéma narratif (Fayol, 1985) en portant son attention sur l’ensemble du texte dont il surveille l’enchaînement logique des idées, l’agencement des parties et l’unité de composition. Dans la structuration d’un récit, on utilise donc sensiblement les mêmes habiletés que dans le processus de programmation: dans l’étude du sujet proposé, il faut d’abord identifier le problème (ce qui est demandé) et les buts visés (structurer un récit), ensuite, il faut chercher l’information pertinente puis l’analyser, toujours en fonction du projet d’écriture; dans la résolution, on trouve des solutions en élaborant divers plans de textes et divers développements possibles, puis on en choisit un; l’étape pratique correspond à l’écriture d’un texte au brouillon puis sa transcription au propre. Cette habileté ultime que présuppose l’acte d’écrire atteint son rendement maximum par l’utilisation de l’objectivation. Celle-ci est un processus méthodologique de rétroaction par lequel un sujet se distancie du discours signifiant pour le considérer en tant qu’objet: il l’identifie, l’analyse, l’évalue et vérifie les conditions de sa production (ministère de l’Éducation du Québec, 1979). Ainsi, l’objectivation intègre la métacognition et permet de vérifier la construction du texte, et plus particulièrement sa cohérence. Elle sous-tend l’organisation cognitive ou sémantique d’un texte et varie suivant le genre de celui-ci. Dans le cas L’APPRENTISSAGE DE LOGO 129 du récit, elle s’attache aux séquences événementielles—ou schéma narratif (Fayol, 1985). Tout se déroule dans le même ordre: les faits, les idées et les actions. Le transfert d’habiletés cognitives semble donc possible de la situation Logo à une situation d’écriture d’un récit. L’apprentissage de Logo, grâce à la structure du langage de programmation mise de l’avant et grâce aux habiletés cognitives qu’il développe, pourra-t-il aider l’élève à structurer son récit selon un enchaînement logique et cohérent de tous les événements? En d’autres mots, y aura-t-il transfert d’habiletés? Cela paraît probable, car, dans l’élaboration d’un programme en Logo, ou dans la structuration d’un récit, les deux situations suivent des processus similaires de résolution de problèmes, à travers une démarche procédurale, et utilisent des habiletés cognitives voisines: le traitement de l’information, la planification, l’analyse et la critique, la production, la vérification et la métacognition. MÉTHODOLOGIE Le transfert des habiletés a été vérifié à partir de l’hypothèse suivante: les élèves qui ont été initiés à la programmation en Logo produiront des récits écrits plus structurés selon les schémas fonctionnels, que ceux qui n’ont pas reçu cet entraînement. L’expérimentation s’est déroulée selon une démarche quasi expérimentale, durant quatre mois, avec des élèves de 5e année du primaire provenant d’une école privée de Longueuil, soit deux groupes d’enfants de 10–11 ans. L’un des groupes (34 élèves) a reçu une initiation à la programmation en Logo, constituant ainsi le groupe expérimental E; l’autre (33 élèves) devenant le groupe témoin T. L’initiation à la programmation en Logo fut dispensée par l’expérimentatrice qui était aussi titulaire de la classe représentant le groupe E. Les variables dépendantes étaient les apprentissages cognitifs inhérents au français écrit, soit la structuration d’un récit au niveau de la séquence, que nous nommerons le niveau 1, et au niveau des combinaisons de séquences, que nous nommerons le niveau 2. Ces variables furent mesurées à l’aide de deux épreuves de rédaction de récits administrées aux deux groupes: l’une fut donnée au début du trimestre scolaire, servant de prétest, l’autre à la mi-décembre, étant le post-test. Ces variables furent observées par rapport à la variable indépendante qui était la soumission ou non à l’étude de la programmation en Logo. La structure des récits écrits par les élèves a été vérifiée au moyen de schémas fonctionnels selon les deux niveaux. Au premier niveau (niveau 1), celui des fonctions organisées en séquences, on a utilisé le schéma de Larivaille basé sur le modèle fonctionnel de Bremond. Les résultats ont été calculés comme suit: si un élève avait les 5 étapes d’une séquence, selon le schéma de Larivaille, cela lui donnait 5/5; s’il lui en manquait une, 4/5. Au second niveau (niveau 2), l’analyse porte sur le récit en tant que combinaisons de séquences, d’après le répertoire de Bremond: séquences ternaires 130 NOËLLE SORIN ET RACHEL DESROSIERS-SABBATH additionnées les unes aux autres ou imbriquées les unes dans les autres, selon une échelle nominale dichotomique de l’existence ou non des combinaisons de séquences. Dans notre recherche, les enfants ont procédé à la structuration de deux récits. Or, la structure de ces récits était inhérente aux sujets proposés. En effet, un sujet de rédaction, pour des enfants de 10–11 ans devant rédiger un récit, se présente souvent sous forme d’un résumé de l’histoire, ne gardant que les événements ayant une conséquence dans la suite du récit. Pour les récits que devaient écrire les enfants, leur structure était déjà présente dans le sujet à développer (figures 1 et 2). Il était donc aisé d’analyser ces récits à l’aide de schémas fonctionnels inspirés de Larivaille, puisque chaque événement important de l’histoire, contenu dans le sujet, correspond à une fonction. Cette analyse permettra de vérifier si les enfants auront doté leur récit d’une bonne structure. À cette fin, leur texte sera d’abord interprété à un premier niveau (niveau 1), celui des fonctions et de leur arrangement linéaire en séquences, puis à un second niveau (niveau 2), plus ramifié, correspondant aux combinaisons de séquences. Sujet 1: Un soir, un bruit dans le garage! Tu t’y aventures avec une lampe de poche. Tu en reviens avec un petit chat aussi effrayé que toi . . . HISTOIRE ÉVÉNEMENTS Situation initiale Provocation Action Sanction C’est le soir Un bruit dans le garage Je m’y aventure avec ma lampe de poche Je trouve un petit chat effrayé lui aussi SI F1 F2 F3 Situation finale FIGURE 1 Sujet de rédaction au prétest Schéma fonctionnel inspiré de Larivaille (1974) (SI: situation initiale; F1, F2, F3: fonctions 1, 2 et 3; SF: situation finale) SF L’APPRENTISSAGE DE LOGO 131 Sujet 2: Tu découvres dans un grenier une vieille paire de raquettes. Elles sont enchantées et t’entraînent dans une forêt profonde d’où tu sors avec difficulté. HISTOIRE ÉVÉNEMENTS Situation initiale Provocation Action Sanction Dans un grenier Je découvre des raquettes enchantées Elles m’entraînent dans une forêt profonde Je m’en sors avec difficulté SI F1 F2 F3 Situation finale SF FIGURE 2 Sujet de rédaction au post-test Schéma fonctionnel inspiré de Larivaille (1974) (SI: situation initiale; F1, F2, F3: fonctions 1, 2 et 3; SF: situation finale) Déroulement de l’expérimentation Au début de la session, pour vérifier l’équivalence des deux groupes, outre leurs résultats en français et en mathématiques lors de l’année scolaire précédente, les deux groupes se prêtèrent au test d’intelligence logique de Lidec élaboré par l’Institut Pédagogique St-Georges. Les deux groupes ont reçu un enseignement comparable pour ce qui est du français écrit, à l’aide du manuel Place au français: méthodologie 5 de Pelletier, Marcotte Nahorny et Lemay (1981). L’objectif premier de cette méthode est d’initier l’élève à une démarche systématique de structuration d’un texte: dégagement des composantes d’un texte; énonciation, formulation et développement d’un sujet; utilisation d’éléments descriptifs et de dialogues; identification de l’idée directrice d’un texte; rédaction au brouillon, révision et transcription au propre d’un texte à partir d’un sujet donné. Le cours de rédaction fut dispensé en raison de séances hebdomadaires d’une heure et demie, soit 30 heures pour la session, par les titulaires respectives des classes en question, tout en étant supervisé par l’expérimentatrice. Lors du post-test, le premier objectif avait été atteint dans les deux groupes. 132 NOËLLE SORIN ET RACHEL DESROSIERS-SABBATH Le groupe E fut initié au langage Logo lors de séances de 30 à 45 minutes, trois fois par semaine, pendant 15 semaines. Le temps hebdomadaire était réparti comme suit: une demi-heure d’exposés et d’explications au groupe-classe, sur le langage lui-même; une heure à une heure et demie de travail individuel à l’ordinateur, trois postes de travail étant accessibles. Chaque élève a donc été en contact avec Logo une heure et demie, en moyenne, par semaine, ce qui fait un total d’environ 30 heures pour la session. Les élèves n’ont eu accès qu’à une des possibilités de Logo: le graphique—ou Logo-géométrie. Tout en respectant le rythme de chacun et le côté facultatif de l’exploration de Logo, l’expérimentation s’est déroulée en 6 phases de durée inégale: lancement de l’activité (I), initiation (II), exploration en mode direct (III), accès à l’éditeur et écriture de procédures en mode programmé (IV), les variables (V), les projets libres (VI). Tous les élèves ont travaillé en mode programmé; très peu ont découvert les variables, surtout par manque de temps pour approfondir le concept; par contre, la majorité a accédé à la phase VI, en négligeant les variables. Techniques de traitement Les données pertinentes à la vérification de l’hypothèse furent traitées sur ordinateur à l’aide de la programmathèque de SPSSX. Il a fallu en premier lieu, établir l’équivalence des deux groupes, avant l’expérimentation, à l’aide du test t de Student pour groupes indépendants et ceci, à partir de trois variables: les résultats de l’année précédente, en français et en mathématiques, et les quotients d’intelligence logique. Ensuite, on a vérifié l’équivalence des deux groupes au prétest, avec le test t de Student pour groupes indépendants, pour la structuration du récit, niveau 1, et avec le test du chi-carré, pour la structuration au niveau 2, la grille de correction étant une échelle nominale dichotomique. ANALYSE ET INTERPRÉTATION DES RÉSULTATS Avant l’expérimentation, l’équivalence des deux groupes a été vérifiée: t=1,25, d.l.=65, p=0,11. En outre, il n’y avait pas de différence significative au prétest quant à leurs résultats en structuration du récit, niveau 1: t=–0,36, d.l.=65, p=0,36 et niveau 2: X 2=0,045, d.l.=2, p>0,95. Par contre, on a constaté une différence statistiquement significative entre les groupes, expérimental et témoin, en faveur du groupe E, lors du posttest, par rapport à leurs résultats en structuration du récit, niveau 1: la séquence: t=1,85, d.l.=65, p=0,018, et niveau 2: les combinaisons de séquences: X 2=9,25, d.l.=3, 0,02<p<0,05. L’hypothèse de cette recherche voulant qu’un entraînement à Logo permette la production de récits plus structurés, selon les schémas fonctionnels, se trouve vérifiée. Le groupe E qui a pratiqué Logo a progressé pour chacune des composantes de la structuration du récit tel que prévu par L’APPRENTISSAGE DE LOGO 133 l’hypothèse. Quant aux résultats en structuration, niveau 2, ils démontrent que les élèves du groupe E manipulent beaucoup plus aisément l’enchâssement. En effet, dans leurs rédactions, les actions s’enchaînent d’une façon ramifiée; elles s’imbriquent les unes dans les autres, alors que celles du groupe T restent linéaires. Le groupe expérimental est donc devenu statistiquement supérieur en structuration du récit. Ceci peut être imputable à l’apprentissage de l’écriture de procédures en mode programmé, lors de l’entraînement à Logo. Les résultats semblent démontrer l’efficacité de Logo, au niveau de la structuration du récit. Toutefois, ces performances peuvent-elles être exclusivement attribuées à Logo, ou, plutôt à un ensemble de facteurs dont il ne serait qu’une partie? Dans quelle mesure l’enseignement du français portant sur une démarche systématique de structuration d’un texte, reçu pendant la même période, a-t-il influencé les résultats? On peut aussi interroger le transfert lui-même. Les élèves du groupe E possédaient peut-être déjà une certaine habileté à transférer, avant l’expérimentation. L’équivalence des deux groupes n’ayant pas été établie en ce sens, il est difficile d’en débattre. Cependant, les résultats obtenus ici laisseraient présager que Logo a été un facteur déterminant dans cette réussite, malgré le fait que de nombreux ouvrages et articles lui soient peu favorables (Thérien et Paret, 1988). Logo-géométrie semble donc fondamentalement analyco-constructiviste car l’analyse est celle de la construction, de la structuration. Il permettrait l’acquisition d’une méthode de travail, de stratégies de raisonnement, d’analyse et de résolution de problèmes généralisables à d’autres secteurs et, en particulier, à celui de l’écriture, lors de la structuration du récit. L’apprentissage de Logo pourrait faire partie intégrante du programme scolaire au primaire. Plutôt que de manipuler des logiciels questions-réponses, l’enfant apprendrait à programmer. Cela favoriserait son développement cognitif et l’aiderait, entre autres, à structurer un récit, à raisonner et à résoudre des problèmes. On pourrait alors développer une stratégie d’écriture inspirée de l’analyse structurale du récit et de Logo, selon une analogie entre la composition littéraire et ce langage de programmation particulier. Ce pourrait être aussi une nouvelle approche de l’écriture avec la conscience d’une situation de communication où le message serait littéraire, mais dans une démarche de résolution de problèmes proche de celle proposée par Logo. Logo deviendrait alors une stratégie de développement cognitif, rien n’étant difinitivement joué dans ce domaine. CONCLUSION Il appert donc que la programmation en Logo pourrait s’utiliser comme méthodologie de développement cognitif au primaire. En effet, elle favoriserait l’émergence d’habiletés transférables à d’autres domaines. Ainsi, les résultats de l’impact de Logo sur la structuration du récit sont statistiquement significatifs. Concrètement, au lieu de demander aux élèves 134 NOËLLE SORIN ET RACHEL DESROSIERS-SABBATH d’analyser la structure d’un récit dans le but de rédiger un texte convenable, dans une approche des plus traditionnelles et des plus arides, ils atteindraient les mêmes objectifs grâce au transfert d’habiletés cognitives, dans une démarche plus ludique en jouant avec Logo et sa tortue. Les résultats obtenus sont issus d’une quasi expérimentation, ils sont donc difficilement généralisables. Dans une planification didactique, cette recherche ne représente que la simulation d’un prototype. Avant que cette intervention didactique n’entre dans un modèle d’enseignement, il faudra la ré-analyser, la re-synthétiser et la ré-expérimenter maintes fois par un processus de rétroaction. Alors, peut-être, l’apprentissage de la programmation en Logo s’inclura comme modèle d’enseignement dans un curriculum d’informatique pour des élèves du primaire, modèle répondant bien au contexte pédagogique et social actuel. En effet, aucun modèle ne permet d’atteindre tous les buts, et les élèves n’ont ni les mêmes caractéristiques, ni les mêmes besoins qu’il y a quelques années, surtout depuis l’avènement de l’ordinateur, l’importance de l’information et le développement des communications. Au lieu de rechercher la bonne méthode, en éducation, il est préférable de profiter des avantages d’une pluralité d’approches. Un modèle doit donc être considéré comme complémentaire à d’autres. L’apprentissage de la programmation en Logo serait un de ces modèles inspirés du traitement de l’information qui visent à développer chez l’élève, des habiletés cognitives et des stratégies utiles à la résolution de problèmes dans une pluralité de situations. 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Mind in society: The development of higher psychological processes. Cambridge: Harvard University Press. Noëlle Sorin est étudiante au doctorat et chargée de cours, Rachel DesrosiersSabbath est professeure au Département des sciences de l’éducation, Université du Québec à Montréal, Case postale 8888, Succursale A, Montréal (Québec) H3C 3P8. The Development of Vocational Education in Canada John E. Lyons Bikkar S. Randhawa Neil A. Paulson university of saskatchewan Our article considers the roots of prejudice against vocational education, surveys its history, and examines constitutional dilemmas that have inhibited its development. We emphasize that as technological advances draw the world more closely together, vocational preparedness becomes increasingly important. In an era of international cartels and free trade associations, “muddling through” no longer works. Since Canada cannot expect immigration to solve its labour problems, it requires a national system of vocational training, a systemic solution that ensures young people see vocational education as challenging and worthwhile. L’article suivant cherche à identifier les sources des préjugés contre l’enseignement professionel, rappelle l’histoire de cet enseignement et fait le point sur les dilemmes constitutionnels qui ont entravé son développement. Les auteurs soulignent l’importance grandissante de la préparation à la vie professionnelle au fur et à mesure que le monde devient, en raison des progrès de la technologie, un village planétaire. Dans une ère de cartels internationaux et d’accords de libre échange, il n’est plus question de seulement “se tirer d’affaire.” Comme le Canada ne peut pas compter sur l’immigration pour résoudre ses problèmes de main-d’oeuvre, il faut un système national de formation professionnelle, une solution systémique qui permettra aux jeunes de voir l’éducation professionnelle comme quelque chose de stimulant et qui en vaut vraiment la peine. Canadians have historically considered vocational education to be preparation for second-class citizenship. Until recently, we did not treat domestic programs for training highly skilled workers as vital to the nation’s interest. Whereas European countries had programs to prepare craftspeople for skilled trades, Canada relied on immigration to fill these jobs. Vocational preparation in North America came to be seen as a social policy measure directed at society’s marginal or outcast elements such as orphans, young people with criminal records and slow learners. . . . It seems that apprenticeship training in Canada never has been able to completely change this stigma, for it has always been considered the lowest form of training or education, to be mounted mainly to satisfy the needs of underprivileged groups. (Weiermair, 1984, p. 5) 137 CANADIAN JOURNAL OF EDUCATION 16:2 (1991) 138 LYONS, RANDHAWA, & PAULSON We here explore the roots of Canadian prejudice against vocational education, survey the Canadian history of the field, and examine constitutional dilemmas that have inhibited appropriate development of vocational education. HISTORICAL OVERVIEW Formal vocational education in Canada dates back to the late seventeenth century. To make the fledgling colony self-sufficient, the intendant and bishop of New France tried to establish both secondary industries and a trade school. Their work affected only a small percentage of the population; most people continued to see education primarily as an academic activity. By the end of the nineteenth century, most provinces had established compulsory, tax-supported elementary schooling. Public interest in education grew, and commercial and industrial leaders supported the drive toward universal basic literacy. Traditional interpretations see these industrialists as practicing a kind of bourgeois “noblesse oblige” because they recognized the need for an educated electorate in a democracy. More recently, revisionist historians of education have reinterpreted the nineteenth-century compulsory education movement as a capitalist plot to oppress the common people (Prentice, 1977; Spring, 1972). Such historians see compulsory schooling not as a way to provide commoners with the means of upward social mobility and intellectual liberation, but as a training and conditioning mechanism to transform an agricultural society into an industrial one, and to prepare children to become punctual, diligent, and submissive workers. Such views are probably extreme, but by the end of the nineteenth century, when sizeable numbers of pupils began to remain in schools beyond the standard eight grades, the industrial lobby began to question the kind of education being provided at the secondary school level (Gidney & Millar, 1990). High schools in English Canada could follow one of three educational models. From England came the tradition of preparing sons of gentlemen for university in schools originally called Latin Grammar Schools and later just grammar schools. These emphasized a classical curriculum and gave high priority to sports, all under the Anglican church’s watchful guidance (Mangan, 1981). Scotland, a poorer nation but with a strong commitment to education, had developed a more general curriculum for secondary school students (Hamilton, 1970). Scottish secondary schools accommodated capable students from all social classes, preparing students both for university matriculation and for more practical pursuits. Bookkeeping, navigation, and other applications of academic study were common courses in Scottish secondary schools. The third model was that of the English dissenting academies, which revealed their middle-class roots and aspirations by discarding much of the traditional, classical curriculum and by almost solely offering practical courses. VOCATIONAL EDUCATION IN CANADA 139 Because early nineteenth-century colonial administrators in British North America came mainly from the English upper classes, they selected the first model. Those colonists who aspired to join the petty aristocracy supported the establishment of grammar schools for their children. This English transplant did not flourish on Canadian soil. Largely Anglican, in a society increasingly non-conformist, and offering a curriculum totally unrelated to colonial life, grammar schools had trouble attracting students (Wilson, 1970). By the mid-nineteenth century, the reins of power in Ontario had largely been assumed by the middle class. Because most who presumed to leadership belonged either to the Methodist or to the Presbyterian church, their orientation toward secondary education came from either the Scottish or non-conformist tradition. As a result, in 1871, Ontario passed an act replacing the old grammar schools with two distinctly different institutions: Collegiate institutes, offering a classical program to prepare students for university admission, and high schools, offering English, natural sciences, and commercial subjects. Canada, however, found it difficult to maintain two distinct kinds of secondary schools. For one thing, the population was small; only in the largest centres were there enough students to support both a collegiate institute and a high school. There was also the problem of social aspirations—immigrants came to North America believing social mobility possible, if not for them, at least for their children. People, therefore, often demanded secondary education that would open doors. They wanted their children to take Latin and Greek, allowing access to university, and not just bookkeeping and agriculture, which would limit their prospects. Smaller centres, therefore, often developed collegiate institutes rather than high schools. When high schools were established, parents often pressured them into providing those academic subjects that would gain university admission for graduates. High schools’ boards of trustees frequently acceded to such requests because schools offering academic subjects often received larger government grants. Were this not complicated enough, in the late nineteenth century universities changed their courses of study by introducing the natural sciences. The collegiate institutes followed suit and also began to offer sciences originally intended to be taught by high schools. By the turn of the century, therefore, despite differences in name, most Canadian secondary schools offered a rather general but distinctly academic curriculum with only slight attention to practical subjects. Canada was then just beginning to function autonomously. It had become self-governing in 1867 and, in its second decade, had launched a protectionist “national policy” to encourage and to stimulate economic self-sufficiency. By the mid-1890s, this policy began to bear fruit, largely because of the ending of prolonged, world-wide economic depression, and settlement of the Canadian prairies. In the improved economic climate, with ample natural 140 LYONS, RANDHAWA, & PAULSON resources and a sizeable captive market in the west, industrial and commercial interests campaigned for state-supported technical and vocational education. The Canadian Manufacturers Association (CMA), formed in 1887 to further the cause of secondary industry, led this campaign. Assisted by such groups as the Trades and Labour Congress and the Dominion Board of Trade, the CMA became the primary lobby force pressuring the federal government to promote vocational education. It argued that to compete with other industrialized states, Canada needed more skilled workers. The lobbyists aimed at the federal government in Ottawa rather than at the various provincial governments with constitutional responsibility for public education. There are several reasons why these special-interest groups believed vocational education was Ottawa’s responsibility. First, they saw industrial development, including vocational education, as an economic aspect of nation-building—a federal responsibility. Second, the building of the Canadian Pacific Railway started a tradition of government-industry co-operation. Because of a shortage of capital, the federal government was the only adequate source of Canadian finance for major projects; industrial groups therefore looked to Ottawa to launch vocational education (Stamp, 1970a). Moreover, various interest groups wanted the kind of standardized programs only federal government could provide. The lobbyists did not want a patchwork approach, with each province establishing its own unique program. The CMA was fortunate in the timing of its lobbying efforts. The development of vocational education required the combined effort of both provincial and federal governments. Canada’s first three decades had been fraught with federal-provincial tensions, but the new government elected in 1896 eased these disputes and opened the way for more co-operation. The first step was the establishment of the Royal Commission on Industrial Training and Technical Education (1910). This was due in no small measure to the efforts of the Minister of Labour, William Lyon MacKenzie King. King brought new understanding of the problems facing industry, as his diary shows: I am pressing hard in Cabinet for the Comm’n, and see the need for it more & more strongly as I read up the matter, see what other countries have done & how far we are behind. (Quoted in Stamp, 1970, p. 454) The Royal Commission was Canada’s first federal commission on education. Its mandate was broad in scope, concerned with all aspects of vocational education at all levels. The Commission’s report emphasized the need for massive federal funding for the broad field of vocational education. Although such recommendations were hailed by vocational education’s supporters, they created jurisdictional problems for Canada. A review of three sections of the Constitution Act (1867) indicates something of these problems’ scope. Section 91 lists the exclusive constitutional VOCATIONAL EDUCATION IN CANADA 141 legislative responsibilities of the federal government. Section 92 lists the responsibilities of the provinces. Section 92 Article 13 clearly assigns non-criminal matters to provincial control and gives provinces exclusive legislative authority over property and civil rights. This subsection protects the provincial power to certify vocational teachers and tradespeople, to regulate contracts of employment, and to legislate labour laws. Although Section 93 provides provincial governments with exclusive constitutional responsibility for education, the jurisdictional responsibility for vocational education has never been clear. Despite Section 92 Article 16, which gives provinces constitutional legislative responsibility for “Generally all Matters of a merely local or private nature in the Province,” Section 91 states as follows: It shall be lawful for the Queen, by and with the advice and Consent of the Senate and the House of Commons, to make Laws for the Peace, Order and good Government of Canada, in relation to all Matters not coming within the Classes of Subjects by this Act assigned exclusively to the Legislatures of the Provinces. The federal government has argued that Section 91 gives it emergency powers to legislate outside of its constitutional legislative responsibilities. Agriculture was one of the fields in which the provincial and federal governments shared constitutional responsibility. Because Canada then was still primarily an agricultural nation and because most members of parliament represented agricultural constituencies, few persons argued against funding this agricultural vocational education. Agricultural education, therefore, was the first field to receive federal funding. The Agriculture Aid Act of 1912 allocated $500,000 for the support of agricultural education for one year. Subsequently, the Agriculture Instruction Act of 1913 provided $10 million over a ten-year period. These funds were allocated to the provinces on the basis of population, to be spent almost unrestrictedly by federal regulations. The provinces used these federal agricultural education funds for their own initiatives. In Alberta, Quebec, Ontario, and Nova Scotia, these grants led to establishment of agricultural colleges. Most provinces also implemented some form of agricultural education in public schools (Johnson, 1968). Demand for a national education policy on technical and industrial education grew during World War I as the inadequacies of the Canadian industry became apparent. When war ended, the Canadian government passed the Technical Education Act (1919). Under its terms, the federal government was to provide $10 million to the provinces, to be spent over a ten-year period, to promote technical education at the secondary school level. The federal government’s funding regulations for this program, however, were considerably tighter than for agricultural education. The restrictive provisions excluded poorer provinces, and by 31 March 1929, only Ontario had claimed its share of the federal funding. As a consequence Ontario’s vocational education programs funded under the Technical Educa- 142 LYONS, RANDHAWA, & PAULSON tion Act were implemented much earlier than those in some poorer and less industrially developed provinces. Almost 15 years’ easing of federal restrictions was required before all provinces participated (Stamp, 1970b). The 1930s depression severely constrained new federal government initiatives, preventing much development of vocational education in most parts of the country. Ironically, Saskatchewan—the most agricultural province in Canada—was the exception. As the province’s net agricultural incomes plummeted and farmers were driven out by drought, dust, and grasshoppers, entire municipalities were depopulated. Those young people who remained in the province stayed in school longer because there were no jobs (Lyons, 1986). Many were not interested in higher education, but wanted more schooling to improve their chances in the job market. Recognizing this, in 1938 the provincial government modified the Saskatchewan Secondary Education Act, making it easier for school boards to offer vocational education. When war came again in 1939, Canada found itself little better off industrially than it had been in 1914. The situation was far more serious, however, because the Nazi blitzkrieg overran France and destroyed much of the industrial strength of Britain, leaving overseas members of the British Commonwealth to produce vitally important war matériel. The federal government responded to the need for more Canadian manufacturing by passing the Vocational Training Coordination Act (1942), to federally fund a variety of programs for servicemen, veterans, the unemployed, and supervisors in industry. The programs ranged from vocational courses in secondary schools to apprenticeships. As with previous federal funding arrangements, the federal government laid down conditions or restrictions to determine a province’s eligibility for funding. The Vocational Schools Assistance Agreement (1945) went even further by providing federal, shared-cost assistance to create provincial composite high schools. It is unclear whether the federal government justified its involvement in a clearly provincial matter on the basis of Section 91 of the Constitution Act or on the war-time application of the War Measures Act (1914). What is clear, however, is that vocational education could be directly and indirectly affected by federal initiatives. The federal government, especially during the rapid industrial expansion after World War II, solved the demand for tradespeople by encouraging highly skilled workers from war-torn Europe to emigrate to Canada. Because they could turn to foreign countries as a source of skilled workers, provincial authorities generally saw trades training as a minor aspect of the educational system (Weiermair, 1984). This policy allowed Canada to avoid paying the cost of training workers and, instead, to rely on other nations to pay the costs and set the standards. Ottawa believed it could fulfill demand for highly skilled labour through immigration. In effect, Canada made itself dependent on other countries’ skilled-labour pools. The underdeveloped state of Canadian vocational VOCATIONAL EDUCATION IN CANADA 143 education virtually ensured that Canadian children would be disadvantaged in the work force. In 1960, the federal government again intervened in vocational education by introducing the Technical and Vocational Training Assistance Act (1960), which continued the program established by the Vocational Training Coordination Act and expanded it to include the preparation of technical-vocational teachers. Although the federal government’s funding priorities induced the “provinces to expand opportunistically in the direction of federal support” (Weiermair, 1984, p. 15), this funding was not used very efficiently for training highly skilled workers. Furthermore, although federal aid amounted to 75% in some programs, poorer provinces lacking a revenue surplus or in debt could not always participate because they were unable to match the federal funding. Therefore, benefits accrued to richer provinces or to those whose priorities matched Ottawa’s (Johnson, 1968). As abruptly as Ottawa had entered vocational training, it left—without consulting the provinces. At a federal-provincial conference in October 1966, the federal government announced it would withdraw from the field of vocational education to enter that of adult occupational training and retraining, and to increase its assistance to universities. Federal officials argued previous programs had distorted educational services by encouraging provincial governments to develop only programs whose costs Ottawa would share and to neglect others financed solely out of provincial coffers. Distinguishing between short-term retraining, for which federal authorities should have responsibility, and long-term vocational preparation, a provincial matter, the federal government launched the Adult Occupational Training Act (1966–67) (Stamp, 1970b). This shift in federal priorities created some major problems. During the 1960s, there was a major campaign to entice adolescents to remain in school. Because under the Technical and Vocational Training Act federal funds had paid up to three-quarters of vocational education programs’ cost, part of the campaign involved creating alternatives to academic high school programs. Withdrawal of federal funds left the provinces and school boards to pick up the full cost of vocational programs. By the 1970s, the diminished birthrate and improved economy in Western Europe was affecting Canada’s ability to attract skilled workers. At the same time, Europe’s increased industrial productivity was beginning to hurt Canada’s international balance of trade. Since Canada had not made training skilled labour a national priority, the country had to start virtually at the beginning as it tried to catch up to such other industrialized countries as Japan and West Germany. The federal government reacted by replacing the Adult Occupational Training Act. The basic difference between the National Training Act (1982) and its predecessor was that the new act increased federal control. This program targeted specific occupations to meet employers’ anticipated needs. It marked a shift away from previous programs, which had encouraged 144 LYONS, RANDHAWA, & PAULSON individual choice, to one in which the federal government aligned itself more closely with interests of business. The government supported preparation for these occupations by means of the Skills Growth Fund (Canada Employment and Immigration, 1982–83). Promotion of certain fields without regard for regional differences or aspirations, centralized vocational education. Ottawa’s current employment policy is embodied in the Canadian Jobs Strategy (CJS) (Canada Employment and Immigration, 1985). The federal government lists several principles or objectives for funding job experience and skill training in certain occupational programs. The first principle of CJS decrees that “training and job creation . . . be economic in orientation with emphasis on small business and support of entrepreneurship” (Canada Employment and Immigration, 1985, p. 8). That this program funds training in some skills but not others, further shows the federal government’s shift towards alliance with business. The House of Commons Standing Committee on Labour, Employment, and Immigration (1988) concisely summarized CJS’s claimed innovations: It is an attempt to shift away from short-term cyclical measures and provides a combination of skill development and job experience, it attempts to better reflect the needs of local labour markets by facilitating more flexible programming and greater input at the local [level]. . . . In addition, a special focus is provided to youth under the Job Entry Program. (p. 2) It also marked a new approach in both employment and pre-employment education by “setting of fair employment targets for women, Natives, the disabled, and visible minorities” (p. 18). Although the latest federal initiatives may facilitate accomplishment of aims espoused by the CMA at the turn of the century, they have not been universally applauded. Failure to encourage women to enter and succeed in non-traditional jobs and funding of programs stressing specific, non-transferable skills indicate this program is not completely successful (McKeen, 1987). One of the program’s weaknesses may be its broad scope. Although the program is mandated to provide money for training in occupations where there are personnel shortages, only one aspect of it emphasizes anticipated shortages. Although it increased the amounts available for apprenticeship training, it provides less for vocational training than for job experience programs. Overall, CJS is an affirmative action program to provide work experience, not a plan to prepare highly skilled workers for projected shortages in identified trades. Because the program’s objectives differ widely, the Auditor General was unable to assess the financial accountability of either the work experience or the skills programs. The success of the CJS on a cost-comparative basis is therefore unknown (Auditor General’s Report, 1987). VOCATIONAL EDUCATION IN CANADA 145 INTERPROVINCIAL CO-OPERATION AND DIVERSITY Vocational education has, since its inception, depended on federal funding. The Constitution Act (1867) made education a provincial constitutional responsibility, so Section 93 did not define vocational education per se. Section 91 Article 2A of that act, however, conferred exclusive legislative authority over unemployment insurance to the federal government, a responsibility that includes assisting people with relocation and training for new career opportunities. Although the provinces relied on federal funding for vocational education, each one initially pursued its own unique program. Federal programs such as the Vocational Training Coordination Act and the Vocational Schools Assistance Agreement made interprovincial co-operation unnecessary by providing the federal government with wider scope in negotiating the terms of agreements. Formalization of apprenticeship training took place at various times throughout the country. Because trades training falls under provincial jurisdiction, each province has drawn up its own legislation, in many cases with little or no reference to procedures in neighbouring provinces, and this provincialism has produced separate and often different systems of training and certification. Although these systems have evolved since their introduction, lack of uniform standards for training and certification has made it impossible to integrate the provincial systems into one national system. A 1952 national conference on apprenticeship recommended federal-provincial co-operation in analysis of a number of trades (Canada Employment and Immigration, 1988). The resulting Interprovincial Standards Program Coordinating Committee undertook “the standardization of provincial training and certification programs . . . to thereby increase the mobility of apprentices and journeymen in construction, maintenance, repair, and service trades and occupations” (Interprovincial Standards Program Coordinating Committee, 1987, p. 2). Under this program, over 150,000 Canadian workers have qualified for interprovincial certification in the twenty-four trades that make up the program, and their ranks grow by at least 10,000 new workers annually. This committee’s existence attests to inter-governmental co-operation. The Interprovincial Standards Program exemplifies the benefits of standardized certification, and its success may provide an incentive for incorporating other trades into the program. CURRENT ISSUES IN VOCATIONAL EDUCATION In 1988, Canada and the United States signed the Free Trade Agreement (FTA), which in effect provides for economic integration of the North American continent. It is unclear how the FTA will affect the demand for skilled and unskilled workers in Canada. Because the Canadian economy is also influenced by global and internal factors, it is difficult to determine 146 LYONS, RANDHAWA, & PAULSON which occupations, industries, and regions will be positively or negatively influenced by the agreement. The aging of Canada’s population is beginning to cause shortages of workers. The economic strength of the industrial heartland, which has recently undergone a decade of extraordinary growth (Ontario Ministry of Skills Development, 1988), negatively affects other parts of the country. Growth in both the service and manufacturing sectors has caused labour shortages in several occupations in Ontario despite the relocation of workers from other regions. As technological innovation accelerates, the demand for highly skilled employees increases. One solution has been to expand the labour force. Women and minorities are being advised to broaden their career choices to meet this demand for workers. Often, however, women and minorities lack the qualifications needed to move into the skilled work force. Although 54% of women are now employed outside the home, most remain concentrated in occupations traditionally considered female preserves (Canada Employment and Immigration, 1987). Canada Employment and Immigration has recently been unable to persuade highly skilled foreign workers to emigrate. Not only did companies give low priority to company-based worker training programs, but also these programs have been inconsistent in quality and quantity because of variations in the business cycle. Ontario provides an example of industrial strategy for the service sector based on reasonable projections derived from accurate information collected from various provincial sub-economies. The strategy identifies strengths of the provincial economy, defines or targets international markets in which the province wishes to compete, and builds on those strengths to achieve specific goals. The ministry has identified need for greater investment in worker training to meet anticipated demand for certain occupational groups. The strategy is simple and workable. Most factors that shaped Canada’s vocational education in the past are unlikely to change. Although the weight given to particular factors may diminish or increase, their interaction will shape vocational education’s future development. The most promising trend is co-operation among government, industry, and labour on interprovincial certification to increase worker mobility and to help the Canadian economy grow. This may lead to continuous dialogue extending beyond interprovincial certification to such issues of mutual concern as finance of vocational education and standardization of programming on a cost- and power-sharing basis. Incentive for greater co-operation may come from increased competition in the international marketplace. Canada now has to supply its own highly skilled workers. There is today more need than ever for timely information, co-ordination, and co-operation among government, industry, and labour to create and to modify a unitary industrial development strategy. VOCATIONAL EDUCATION IN CANADA 147 Fiscal accountability is intricately tied to the issue of program evaluation. In the past, programming was not jointly initiated and continuously evaluated. Increased international competition may make the co-ordination of programs an economic necessity. Before that can happen, the various interested parties need to establish specific national objectives so they may evaluate the effectiveness of particular programs. In the post-industrial era, it is doubtful whether Canada will be able to maintain a high standard of living without a national strategy. As a former British colony, Canada has distanced itself from its colonial master, but it is not clear that it is prepared to accept responsibility for charting its own economic destiny. The FTA may bind Canada’s economy to a continental economic agenda not of Canada’s making. Since the FTA’s purpose is greater than merely reducing tariffs, further integration of Canada’s economy with that of the United States and separation from other trading partners may be inevitable. It has yet to be shown, however, that Canada could pursue economic neutrality, like Switzerland and Sweden. The United States continues to advocate the advantages of laissez-faire capitalism and the removal of existing trade barriers in the marketplace. Adam Smith’s belief in the “invisible hand,” operating to promote both the individual’s and society’s self-interest through competition, accommodated the greed of both individuals and society. Capitalism’s proponents argue the free market allows the most equitable distribution of goods and services. In other words, competition to supply demand will reward the efficient. Greed may, however, produce such inequitable consumption that it results in economic and social malaise. Economic and social trends influence each other, and also embody the dreams of a country’s greatest resource—its people. Economically successful nations, such as Japan, Germany, Sweden, and Switzerland, have committed themselves to developing their citizens’ potential. To participate in the post-industrial marketplace, a country needs a well-educated and welltrained work force. Educational and training programs to meet national post-industrial strategies do not evolve by invisible hands but require the consensus of government, industry, and labour. As further international competition concentrates industries in the hands of fewer but larger multinational corporations, competition to lure companies to specific countries will increase, and nations will have to provide incentives such as a highly educated and skilled work force. Through programs like Ontario’s servicesector strategy, government will target specific industries for worker training but withdraw from others. Canada must necessarily make education and training of its people one of its highest priorities. Growing public awareness and concern for human rights, social justice, protection of the environment, and sustained growth for future generations are only a few of the world-wide populist movements influencing political decision making in matters affecting education. Although competition as an ideology may be at its apex of popularity, it may be challenged by forces of 148 LYONS, RANDHAWA, & PAULSON co-operation. Populist concern for the planet’s continued existence may make development of the world’s human resources, through education and training, not only a Canadian but a global priority. SUMMARY AND CONCLUSION Development of vocational education in Canada has been hampered by a number of factors. Canada inherited from Britain a tradition that valued academic studies more than manual ones. Immigrants, anxious to have their children succeed in the new world, accepted these educational values. As a result, during the nineteenth century, while European countries evolved well-grounded systems of training skilled craftspeople to support industrial growth, Canada developed a dependence on skilled immigrants to meet its labour needs. As the country became more industrialized, demands arose for some form of vocational education in Canadian schools. Lobby groups such as the CMA favoured federal involvement in this field, so as to ensure countrywide standards and approaches. Although such uniformity made sense to Canada’s industrial and commercial interests, it ran afoul of the constitutional division of powers. The Constitution Act, which did not distinguish between training and education, gave provinces exclusive control over both. Federal involvement in education began in the field of agriculture, one area of shared constitutional responsibility. Under the Agricultural Instruction Act, the federal government granted the provinces funding to promote agricultural education. This set a precedent for the Technical Education Act, by which the federal government granted provinces funding to encourage technical education. Although there was no provision for shared power in this field, Canadian industrial weaknesses during World War I provided a practical justification for the move. Because the federal government also had the constitutional power to pass legislation to ensure “the peace, order, and good government” of the whole country, it may also have had the legal power. This was the first in a long series of acts under which the federal government financed vocational education. Federal involvement served as much to distort as to encourage vocational education. Because most federal programs were based on matching grants, they worked to the advantage of richer provinces—thus increasing the country’s economic disparities. Furthermore, blinded by the availability of federal funds, most provinces failed to realize their own responsibility for providing vocational education. In most provinces, vocational education programs were exotic transplants that did not grow up as a result of provincial initiatives and were therefore of little assistance in meeting local needs or in promoting local economic structures. Moreover, they tended to flourish like hothouse flowers as long as funding lasted, but wilted as soon as federal priorities and dollars shifted. Over the years, only Ontario, the country’s VOCATIONAL EDUCATION IN CANADA 149 richest and most industrialized province, took maximum advantage of federal programs. The original intent of the vocational education lobbyists was to increase the number of skilled workers in Canada. In provinces that promoted the “cultural” aspects of practical courses, however, industrial arts courses did little to advance this aim. To survive in the modern world, Canada must ensure that its young workers are equipped with the best and the latest skills. Hands-on practical experience must be combined with essential technological knowledge. Although the apprenticeship system has worked well, it tends to reinforce traditional approaches; to encourage innovation, vocational training must be upgraded to meet modern needs. At the end of the nineteenth century, a “National Policy” of tariff protection launched Canada into the industrial age; perhaps a new national policy is needed. As technological advances draw distant parts of the world ever more closely together, vocational preparedness has become increasingly important. In an era of international cartels and free-trade associations, “muddling through” no longer works. Since Canada can no longer look to immigration to solve its labour problems, the country must develop a national system of vocational training. Although provincial control of education has worked reasonably well in academic fields, it has not worked well for vocational education. Canada’s lack of national standards has inhibited development of a national industrial policy. In this regard, the country is in almost the same situation as it was at the turn of the century. Canada needs a system which will ensure that young people, both men and women, will see vocational education as challenging and worthwhile, not just as a ticket to second-class status. REFERENCES Canada Employment and Immigration. (1985). Employment opportunities: Preparing Canadians for a better future. Ottawa: Author. Canada Employment and Immigration. (1987). Jobs have no gender. Ottawa: Author. Canada Employment and Immigration. (1988). Response of the government to the second report of the standing committee on labour, employment and immigration. Ottawa: Author. Constitution Act. (1867 ). (U.K. 30 & 31 Vict.) c.3 [Formerly British North America Act; 1867 (U.K.) c.3]. Gidney, R.D., & Millar, W.P.O. (1990). Inventing secondary education: The rise of the high school in nineteenth century Ontario. Montreal: McGill-Queen’s University Press. Hamilton, W.B. (1970). The British heritage. In J.D. Wilson, R.M. Stamp, & L. Audet (Eds.), Canadian education: A history (pp. 24–40). Scarborough, ON: Prentice-Hall. House of Commons, Standing Committee on Labour, Employment and Immigration. (1988). Review of the Canadian jobs strategy. Ottawa: Author. 150 LYONS, RANDHAWA, & PAULSON Interprovincial Standards Program Co-ordinating Committee. (1987). A passport to jobs in your trade. Ottawa: Author. Johnson, F.H. (1968). A brief history of Canadian education. Toronto: McGrawHill. Lyons, J.E. (1988, October). Quilt making, barn raising, schooling: An historical overview of educational developments in Saskatchewan. Paper presented to the Canadian History of Education Association, Halifax, Nova Scotia. Mangan, J.A. (1981). Athleticism in the Victorian and Edwardian public school. Cambridge: Cambridge University Press. McKeen, W. (1987). The Canadian jobs strategy: Current issues for women. Ottawa: Canadian Advisory Council on the Status of Women. Ontario Ministry of Skills Development. (1988). Adjusting to change: An overview of labour market issues in Ontario. Toronto: Author. Prentice, A. (1977). The school promoters: Education and social class in midnineteenth century Upper Canada. Toronto: McClelland & Stewart. Spring, J.H. (1972). Education and the rise of the corporate state. Boston: Beacon Press. Stamp, R.M. (1970a). Education and the economic and social milieu: The English-Canadian scene from the 1870’s to 1914. In J.D. Wilson, R.M. Stamp & L. Audet (Eds.), Canadian education: A history (pp. 290–313). Scarborough, ON: Prentice-Hall. Stamp, R.M. (1970b). Government and education in post war Canada. In J.D. Wilson, R.M. Stamp & L. Audet (Eds.), Canadian education: A history (pp. 444–470). Scarborough, ON: Prentice-Hall. Weiermair, K. (1984). Apprenticeship training in Canada: A theoretical and empirical analysis. Ottawa: Economic Council of Canada. Wilson, J.D. (1970). The Ryerson years in Canada West. In J.D. Wilson, R.M. Stamp, & L. Audet (Eds.), Canadian education: A history (pp. 214–240). Scarborough, ON: Prentice-Hall. John E. Lyons, Bikkar S. Randhawa, and Neil A. Paulson teach at the College of Education, University of Saskatchewan, Saskatoon, S7N 0W0. Network Coverage: Administrative Collegiality and School District Ethos in High-Performing Districts Peter Coleman simon fraser university Lorna Mikkelson bc school district #36 (surrey) Linda LaRocque university of alberta We interviewed administrators in two high- and two low-performing school districts in British Columbia to see if interactions between district- and school-based administrators (and interactions within the latter group) would distinguish between these pairs of districts. We asked if administrator collegiality would characterize the first pair but not the second. Respondents in high-performing districts often referred to their satisfying professional relationships with colleagues. Respondents in low-performing districts barely mentioned collegial contact except where principals thought they had to present a united front against district policy threatening their “turf.” In high-performing school districts, collegiality included issues of school improvement. Superintendents act like effective principals—they create an “associative” climate at district level in which climate “district-regarding principals” seek the greater good. There is greater similarity in district interaction patterns within the two performance groups than there are sharp distinctions between them. Nous avons interviewé, en Colombie-Britannique, des administrateurs de quatre circonscriptions scolaires—deux à faible rendement et deux à rendement élevé— afin de vérifier si les interactions des administrateurs des circonscriptions et des écoles (et des administrateurs d’école entre eux) se distinguaient selon les deux paires de circonscriptions. Nous cherchions à savoir s’il y existait, dans la première paire, une collégialité chez les adminstrateurs, qui serait absente dans la seconde. Les répondants dans les circonscriptions scolaires à haut rendement ont souvent fait allusion aux relations professionnelles satisfaisantes qu’ils entretenaient avec leurs collègues. Ceux des circonscriptions scolaires à faible rendement ont à peine fait mention des contacts avec leurs collègues, à l’exception des directeurs d’école qui estimaient devoir faire front commun contre les politiques des circonscriptions menaçant leur “territoire.” Dans les circonscriptions scolaires à haut rendement, les questions ayant trait à l’amélioration de l’école étaient associées à la notion de collégialité. Les administrateurs en chef agissent comme le font des directeurs d’école efficaces: ils créent, au niveau de la circonscription, 151 CANADIAN JOURNAL OF EDUCATION 16:2 (1991) 152 COLEMAN, MIKKELSON, & LAROCQUE un climat tel que les directeurs d’école cherchent ce qui contribue davantage au bien de la circonscription. Il y a plus de similitudes que de grandes différences entre les types d’interaction au sein des deux groupes de circonscriptions. We began with the proposition that quantity and content of interactions between district and school-based administrators, and within the latter group, would be different in low-performing and in high-performing school districts. This analysis of administrator interview data from two high-performing and two low-performing school districts in British Columbia tests that proposition. Our four-district subset represents the ends of the performance continuum of a sample of ten districts in a larger study (Coleman & LaRocque, 1990). The original study proposed a cluster of “ethos” characteristics of school districts analogous to the characteristics of effective schools. These characteristics may help to explain variations in school district performance on cost and achievement measures (Coleman, 1986). TABLE 1 District Ethos and District Tasks District Tasks Six focuses (District ethos) A. Be accountable B. Improve/adapt C. Set expectations Learning Focus 1. Focus on instruction program effectiveness assessed? changes to improve instruction? instructional goals most important? Accountability Focus 2. School accountability schools accountable for performance? for practices? changes to improve school accountability? monitoring and instructional goals linked? Change Focus 3. Organizational change changes as response to performance data? changes as response to environment? changes in goals/goal-setting processes? Commitment Focus 4. Commitment to effort commitment to accountability created? commitment to change efforts created? commitment to school/district goals created? Caring Focus 5. Consideration concern for community opinion on performance? decisions reflect concerns of community? emphasis on affective goals? Community Focus 6. Community integration schools/district involve community in monitoring? community involvement in change efforts? community involvement in setting goals? NETWORK COVERAGE 153 “Ethos” is borrowed from the work of Rutter, Maughan, Mortimore, and Ouston, and signifies a set of shared norms, values, and attitudes manifested in practices that “become characteristic of the school as a whole” (1979, p. 179). The original B.C. study (Coleman & LaRocque, 1990) discriminated between high-performing districts and others, describing a productive ethos that consists of six activity and attitude “focuses” affecting the ways districts cope with common administrative tasks (Berman & McLaughlin, 1979; Coleman, 1972). The tasks and focuses combined yield a conceptual framework—and research questions (see Table 1). “Productive district ethos” conveys purposefulness of the organization’s “shared understandings, norms, and values” (Jelinek, Smircich, & Hirsh, 1983), and links norms to administrative practices that embody the norms. Principal collegiality might constitute one means by which such sharing of values and practices occurs. Since only high-performing districts have productive ethos, then if collegiality discriminates between districts, such collegiality is important to district quality. CRITICAL PRACTICES OF COLLEGIALITY Little’s (1982) work on teacher collegiality suggests some possible conditions of principal collegiality in districts: 1. frequent opportunities for focussed talk about instructional policies and practices; 2. district expectation of continuous improvement in core educational outcomes; 3. district expectation that principals work collaboratively toward solving problems. Such opportunities and expectations may both support and reflect norms of collegiality, which can be said to exist when most principals in the district: 1. express respect for the work of colleagues; 2. describe peers and superordinates as resource persons and sounding boards; 3. refer positively to opportunities for collegial contact; 4. express instructional concerns in a shared language; 5. exhibit a common pool of information; 6. exhibit knowledge of, and commitment to, district goals and expectations; 7. refer positively to programs and practices in other schools in the district; 8. express support for district processes such as monitoring and assessment. Professional collegiality among teachers is critical to school effectiveness (Little, 1982) and to a professional culture (McLaughlin & Yee, 1988). 154 COLEMAN, MIKKELSON, & LAROCQUE Developing an “associative” climate among teachers is an important part of the work of the principal (Blase, 1987). Opportunities for Collegiality It is necessary to demonstrate, first, that there are sufficient opportunities and venues in the day-to-day life of principals corresponding with those available for teacher collegiality, and second, that principals use these opportunities to engage in collegial interactions with peers. Wolcott (1973) notes the flexible nature of the principal’s schedule. Principals also have access to a variety of suitable venues, including formal principals’ meetings with central office staff, principals’ association meetings, committee meetings, conferences, and retreats. A variety of informal occasions also provide opportunities for collegial interactions. The second consideration is the question of preferred resources. Wolcott’s study shows that principals tend to avoid initiating interactions with superordinates; they wish to avoid critical attention. Similarly, problems are not normally shared with subordinates. To do so might invite unwanted speculation on the principal’s ability to lead. Peers are left as the most likely choices for interaction. Previous Research on Principal Collegiality Little research deals specifically with relationships between working principals. Principals are rarely helped by other principals or by central administrators in dealing with change (Fullan, 1982). Fullan contends that “teachers and principals desire more social contact about professional matters, if it can be done in a supportive climate” (p. 142). The cautious and restricted nature of principal-peer relationships is also revealed in studies by Licata and Hack (1980) and Johnson and Licata (1983). These researchers describe the informal communications network or “grapevine” among school principals. In both studies, patterns of informal interactions are typically issue-specific and limited to one or two trusted individuals. The potential of informal networks in educational contexts is well known, and the deliberate strengthening of such networks frequently suggested. Goodlad (1984) recommends linking “key” or experimental schools to universities and to one another in a “communicating, collaborating network” (p. 301). The importance of collegial relationships is demonstrated in the implementation literature (Berman & McLaughlin, 1979; Huberman & Miles, 1984). Huberman and Miles (1984) “found that efforts to develop cooperation, coordination and conflict resolution across the differing worlds of administrators and users were often critical to successful implementation” (p. 280). NETWORK COVERAGE 155 METHODOLOGY Data for this reanalysis came from the original study, in which are found important differences between British Columbia school districts in both student achievement (the measure was of aggregated achievement data from provincial test series in reading, mathematics, and science) and in levels of expenditures (the measure used was district-level costs-per-pupil over several years) (Coleman, 1986). These differences persist even when two major and largely unalterable predictor variables, family education level (for achievement) and mean school size (for per-pupil costs), are controlled. Some districts succeed very much more than others in combining relatively high levels of student achievement with comparatively modest levels of expenditure. Sample of Districts For this study, districts R and J represent the high-performing group, M and H the low-performing group. These four districts also differ with respect to size and location. Districts R and J are medium-sized by B.C. standards (2101 to 5600 students). Each serves a small city and the surrounding rural area. District M, also medium-sized, is located in a well-established small city. Its schools serve a concentrated urban population. District H is a small rural district serving a resource-based community. It is composed of one high school and several scattered elementary schools. Data Pool and Analysis From the interview data files compiled in the Coleman and LaRocque study (1990) for these districts, the first four focuses (instruction, accountability, change, and commitment) were selected for investigation across all three district tasks (see Table 1). We asked: Can consistent differences be found between the high-performing and the low-performing districts with respect to the frequency, content, and context of administrator interactions? If so, can these differences in collegial interaction patterns be connected by internal evidence with school district performance? Our procedure was as follows: 1. We identified interactions between administrators in the four selected districts, some by inference, most directly. 2. We then coded each interaction as to content, context, and focus. Coding included inferences/references as to inferred or explicit, structured or ad hoc, and two-way or one-way features. For example, we coded reciprocal (as opposed to one-way) interactions on the basis of principals’ references to consultation, discussion, debate, input, feedback, and committee work; meetings the respondents described explicitly as primarily two-way 156 COLEMAN, MIKKELSON, & LAROCQUE rather than informational; sharing of ideas; requests for assistance or information. 3. We analyzed interactions in each district as to their frequency, focus, venue, and consistency. 4. We compared interaction patterns both between and within the two performance groups. The coded passages were collated into a chart for each district, labelled a Master Interaction Chart, showing each interaction as reported by a respondent. Our results are drawn from this chart. RESULTS Nature and Salience of Administrator Interactions A simple tabulation (Table 2) of interactions per district shows differences between high-performing and low-performing districts in total number of interactions and in types of interactions from the transcripts. In particular, Explicit instances in districts R and J (118 and 113, respectively) outstrip those in either district M or district H by a ratio of about 3 to 1. High-performing districts also provide many more structured opportunities, and more consultative (two-way) rather than informational (one-way) interactions. Workplace conditions in districts R and J satisfy one supporting condition Little (1982) identifies: relatively frequent opportunities for administrators to engage in focussed debate about instructional issues. TABLE 2 Type and Frequency of Principal Interactions by District District Type of Interaction M H R J Inferred Explicit 14 42 25 38 31 118 33 113 Structured Adhoc 39 17 42 21 111 38 86 60 Two-way One-way 32 24 36 27 112 37 96 50 Totals 56 63 149 146 157 NETWORK COVERAGE TABLE 3 Number of Interactions Reported by Respondents District Respondent M H R J District Administrators 1.01 1.02 1.03 15 6 1 9 — 3 9 23 12 21 11 18 22 12 44 50 14.6 16.6 Total Average Principals 2.01 2.02 2.03 2.04 2.05 2.06 Total Average Overall district average 7.3 6.0 10 6 11 7 — — 8 13 14 2 6 8 25 10 17 14 19 20 10 7 8 13 18 18 34 51 105 96 8.5 8.3 17.5 16.0 8.0 8.0 16.5 16.2 When interactions are analyzed by individual, respondents in districts R and J averaged twice as many per person as their counterparts in districts M and H (Table 3). Every respondent in districts R and J reported many interactions. However, for one district administrator in district H and for two principals in district M we could find no reported interactions at all. An issue is described as “salient” when district administrators and principals agree on its importance and are positive about it. Table 4 gives an analysis of the range and salience of instructionally focussed issues to see if the sample districts had three of Little’s (1982) normative conditions for collegiality and continuous improvement: 1. the range of instructional issues discussed among practitioners; 2. the salience of these issues both within and between respondent groups; 3. the consistency of opinion expressed with respect to the issues both within and between respondent groups. 158 COLEMAN, MIKKELSON, & LAROCQUE TABLE 4 Range and Salience of Issues: Response Consistency by District and Respondent Administrator Consistency Rating M Issues H R J DA P DA P DA P DA P Monitoring issues test score school assessment school goals district goals + + N N X N N X X X — S S N N N ++ ++ ++ + ++ ++ ++ + ++ ++ ++ ++ ++ ++ + ++ Evaluation issues principals programs teachers report cards N N + N N N X N N N N N + N N + ++ ++ + + + ++ + N + ++ ++ N + ++ + N Decision-making issues text selection d-m process staffing principal input improvement programs test selection pro-d topics principal transfers + + N ++ + N N + ++ — S S N N N + + + ++ S N -N N ++ + + S N S N N ++ ++ ++ ++ + ++ + N ++ ++ ++ ++ ++ ++ ++ N ++ ++ + ++ ++ + ++ N ++ ++ + ++ ++ + ++ N Relationship issues communications P/P relations DA support principal autonomy DA leadership style DA/P relations attitude to change effects of restraint ++ N N + + + N N — X N — — — S S — N N N N N -N S N N N + S — N + + + ++ ++ + ++ N ++ ++ ++ ++ ++ ++ ++ N ++ + ++ N ++ ++ ++ + ++ ++ ++ + + ++ ++ N Key: ++/-- two thirds or more of the respondents commented positively/negatively +/— one to two thirds of the respondents commented positively/negatively N not mentioned by two thirds or more of the respondents S split opinion among the respondents X specifically mentioned by one third or more of the respondents that the issue is not discussed High-performing districts differed from low-performing districts on all three of these conditions. Of the 24 issues extracted from the Master Interaction Charts, respondents in district R reported interactions in connection with all but two: principal transfers and budgetary restraint. Similarly, district J respondents reported interactions on all issues except two: principal transfers and report card development. NETWORK COVERAGE 159 District M respondents did not mention interactions associated with 8 of the 24 issues: district goal review, principal evaluation, program evaluation, report card development, test selection, professional development, collegial contact among principals, and district support for school initiatives. Of these, district goal review and principal collegiality were specifically not discussed. I can’t think of what [the district’s goals] would be. I don’t think they have ever been stated, unless they were in the Superintendent’s message in September. (M2.02) We are not a collegial district at any level. . . . Nobody trusts anybody else, and it goes all the way from bottom to top. (M2.01) (Quotations are broadly representative of respondents’ commentary in a district. Each quotation identifies the district and speaker in parentheses.) Administrators in district H did not mention interactions associated with 10 issues: school assessment, program evaluation, teacher evaluation and report writing, instructional improvement programs, professional development, principal transfers, principal collegiality, district support for school initiatives, principal autonomy, and the effects of restraint. One district administrator stated explicitly that school improvement was not discussed: “Self-improvement has not been a focus in the district” (H.1.03). As Table 4 shows, district R administrators agreed on 16 of the 24 issues. That is, at least two-thirds of respondents in each group were positive in discussion of interactions about 16 issues. There was relatively close agreement (one-third of the respondents) about the remaining eight issues. There were no instances of split opinion in a respondent group. Responses in district J were also remarkably consistent. There was agreement as to weighting and stance between administrator groups with respect to 18 of the 24 issues, and close agreement (within one-third) about the remaining six issues. As with district R, district J respondents reported a uniformly positive stance on the issues. Districts M and H vary markedly from R and J with respect to salience of issues. District M respondents were in agreement about only one issue—principal transfers. Opinion is divided between district administrators (positive) and principals (negative) on several important issues. District H is characterized by a similarly divided response pattern. Respondent groups agreed positively on only one issue: the decision-making process. District administrators referred specifically to test score analysis and school assessment as issues not discussed in the district. Their opinion was split on the issues of staffing and district goal review. Since there were only two respondents in this group, divisiveness must begin at the top. Principals were divided on the issues of test score analysis, principal input, test selection, communication, and collegial relations between administrators. 160 COLEMAN, MIKKELSON, & LAROCQUE TABLE 5 Opportunities for Interaction: Mechanisms and Efficacy Administrator Efficacy Rating M H R J Mechanism DA P DA P DA P DA P Structured meetings committees DA formal visits retreats workshops evaluation team P formal visits — ++ N N N N N S S N N N N N — N N N N X N + + N N N — +* ++ ++ ++ N + N N + + ++ N ++ + N ++ ++ ++ + + ++ N ++ ++ ++ N ++ ++ N Ad hoc DA informal visits other DA informal P informal visits other P informal N ++ N N N + N N N ++ N N + ++ N + ++ ++ N +# + ++ N ++ ++ ++ N +# ++ ++ N ++ Key: ++ two thirds of the respondents commented positively + one to two thirds of the respondents commented positively N not mentioned by two thirds or more of the respondents — one to two thirds of the respondents commented negatively S split opinion among the respondents X specifically mentioned by one third or more of the respondents that the mechanism is not in place +* one third of the principals reported visiting schools, but only in other districts +# one third of the district administrators reported informal contacts between principals Interaction Mechanisms The range of mechanisms or venues available to district administrators and principals for interaction purposes characteristic of districts in the sample, together with administrator attitudes about the efficacy of these mechanisms, appears in Table 5. High- and low- performing districts differ in responses about the range and efficacy of mechanisms. Administrators in districts R and J reported that 8 of 11 mechanisms were used and useful. In district R all respondents strongly affirmed district administrators’ formal visits to schools, and their informal contacts with principals. Respondent groups in district J agreed strongly about the efficacy of six mechanisms: meetings, committees, district administrator formal visits to schools, evaluation team visits, and other district administrator informal contacts with principals. Excerpts from the transcripts show not only the range of issues and mechanisms available to respondents, but also evidence of collegial norms. NETWORK COVERAGE 161 The fact that no interview questions called for these comments strengthens their credibility as descriptions of characteristic district practice. I think we work at [problems] with [principals] as colleagues. The principals will call one or the other without hesitation; they know they won’t be judged badly if they call for help. (R1.02) The administrators talk together a lot and many have taken courses together, so they have a common language. We support one another’s efforts; we share a lot. (J2.03) The response pattern in district M is markedly different. Respondents in district M reported positive support for only 1 of the 11 interaction mechanisms—informal district administrator contacts. The one issue in district M that prompted considerable discussion among principals was a proposed new policy concerning principal transfers. The interactions generated by this issue illustrate what can be labelled “territoriality” or the “dark side” of collegiality. The principals have a strong sense of territory—“this is my school.” Therefore, although they do not always agree with one another, there is an unwritten law that we hang together at meetings with district staff. We agree on a position and hold it in meetings with central office. (M2.01) Principals describe themselves as engaged in a continuous struggle for control of the schools. Similarly, the one mechanism for interaction that prevails in district M—one-on-one negotiation—contributes to a destructive use of “end runs” and a general lack of commitment to district decisions. There seems to be, to almost every decision made, one or more schools who have a reason for not abiding by the decision that everyone else has to live by. There are always concessions, amendments, a reluctance to say, “We’ve heard everyone, considered all the information, this is the decision, now do it.” (M2.04) Divisiveness among this district’s respondents is unsurprising considering comments of the following sort (the interviewers in the original study, Coleman and LaRocque, noted that such comments were frequently heard in district M): I don’t think we have an obligation to a C-minus teacher just because my colleague down the road is not screening properly. (M2.02) Similarly, in district H both respondent groups were strongly positive only about informal district administrator contacts. Both respondent groups in district H describe administrative meetings as less interactive than desired. Sometimes things are floated out and reaction is gauged. After-the-fact testing of ideas. Some of the process of consultation is window-dressing. (H2.05) 162 COLEMAN, MIKKELSON, & LAROCQUE The dark side of collegiality identified in district M also surfaces in district H, although the divisiveness is here less pronounced. Most of the time when we meet we don’t come to a consensus. I guess we all have our territory to protect, and we seem to be concerned just with our territory when we meet. (H2.03) One-on-one negotiation, rather than the more difficult group consensusbuilding carried on in high-performing districts, characterizes district H, as it does district M. Recurring Themes and Patterns The major theme in from the data is the remarkable similarity in district interaction patterns within the two performance groups, as compared to the clear distinctions between them. The high-performing districts R and J operate under a “monitored autonomy” model (Cuban, 1984; Coleman & LaRocque, 1990). District administrators are highly visible leaders. We see a lot of [the District Administrators] in spite of the distance. I appreciate their presence; they are on top of things. They do get around and their follow-up is good. (J2.06) [The Superintendent] spends a lot of time out in the schools rather than in his office. I think a lot of people appreciate that. (R2.03) District administrator expectations of principals with respect to outcomes are clear and demanding. They ensure compliance with district objectives through well-defined monitoring practices. Commitment to these objectives is achieved through consultative decision making on substantive issues. Most principals in these districts consider their input meaningful. I think we really are consulted. That is, I think we really are consulted although the direction has been determined by the Superintendent. (R2.05) However, principals are also aware that if they do not work collaboratively to achieve consensus among themselves to produce workable process documents, a decision will be imposed. In this way, principals in districts R and J are given both the opportunity and the impetus to interact collegially. A second interaction pattern characterizing the two high-performing districts is the tendency to a district-regarding perspective among principals. [W]e would have to talk about [teacher transfers] with the Superintendent or at least with the Supervisor of Instruction and then look at the needs of the whole district, not just this school. (R2.04) NETWORK COVERAGE 163 This tendency is reminiscent of LaRocque’s (1983) district-level description of school-regarding teachers, who share a strong concern for the welfare of the whole school as well as for their own classroom. The district-regarding perspective characteristic of districts R and J may be generated partly by district administrators’ coaching/modelling leadership style, which encourages collaboration and sharing of ideas. You’re spread pretty thin [but] one of the priorities in my estimation is helping schools get off the ground with this effectiveness stuff. I don’t just tell people things anymore, I coach them, provide them with feedback. I help them do what they set out to do. (J1.03) Respondents in these districts respectfully acknowledge the work of their colleagues. Our view of the school staffs by and large is that they are good people. . . . We have good teachers . . . good principals. We are impressed by their hard work. (R1.01) A third common thread in the interaction patterns of high-performing districts is shared responsibility for initiating improvement programs. In-service programs for teachers are largely school-based, with district staff providing support. We allow the principals a lot of autonomy, at the same time trying to give them as much support as possible. (R1.03) You are encouraged to try things, and if an idea works, others will take it up. (J2.07) Norms of continuous improvement (Little, 1982) are evident not only in their monitoring practices but also in the frequent discussions of instruction. Administrators in districts R and J also believe in the efficacy of various interaction mechanisms available to them. They generally describe administrative meetings as moving toward a better balance between an informational type of agenda and a more participatory, two-way format. They see committee work as influential in developing procedures and sometimes policies. Involvement in decision making is described as high at all levels. Throughout the interview data, respondents in districts R and J refer frequently to their satisfying professional relationships with colleagues and to their belief that collaborative work being done in their respective districts is contributing to continual improvement in educational programs. The patterns of interaction in low-performing districts M and H similarly indicate a top-down information-giving leadership model. Decision making on substantive issues is centralized at district level with little monitoring of decision implementation in schools. 164 COLEMAN, MIKKELSON, & LAROCQUE (Probe re involvement of principals) Bad. Previously all school-related matters were taken to Administrative Meetings and decided there. That’s no longer the case—it sometimes happens, but not always like it used to. (M2.04) Because the district doesn’t insist on conformity, commitment to decisions is further weakened. A district propensity for one-on-one negotiation rather than development of group consensus encourages principals to circumvent or to ignore district decisions. Although central office administrators in districts M and H express concern for instructional issues, they are not particularly visible in the schools and are generally perceived as managers rather than as instructional leaders. There is virtually no mention of collegial contact in these districts. Principals tend to view their colleagues as allies of convenience in the struggle to maintain control over their schools rather than as partners in the educative process. Remarks alluding to the work of other principals are more often disparaging than respectful. Finally, there is little evidence in the low-performing districts that instructional change, other than that mandated by the Ministry, is a priority. In fact, mistrust of and resistance to change is a more characteristic. In this district we are very conservative and reluctant to change, to do anything differently from the way it’s been done in the past. (M2.02) A sense of powerlessness is evident at the central office level and appears throughout the district. Morale is a real problem—there is a lot of uneasiness and anxiety. (M1.01) Summary of Findings on Interactions The high-performing districts R and J can be described as operating under a monitored autonomy model (Cuban, 1984). District administrators ensured compliance with district objectives through well-defined monitoring practices. Commitment to these objectives was achieved through a consultative approach to decision making on substantive issues and procedures. Principals were given both the opportunity and the impetus to interact collegially. A second interaction pattern characterizing the two high-performing districts was a “district-regarding” perspective among principals. This was generated both by a strong district presence and by expectations of the principals communicated by district administrators. Principals in these districts have apparently agreed to subordinate their particular schools’ priorities from time to time to meet the district’s needs. They seek opportunities to create networks with other schools to stimulate staff development and to develop better articulation between system levels. Respondents in these districts respectfully acknowledged their colleagues’ work. NETWORK COVERAGE 165 Administrators in R and J also shared a belief in the utility of various interaction mechanisms available to them. They thought administrative meetings were participatory, committee work influential in developing procedures and policies, and involvement in decision making high at all levels. Respondents refer frequently to their satisfying professional relationships with colleagues. Principals link collegial interaction patterns amongst administrators, administrator efficacy, and district instructional effectiveness. The low-performing districts M and H had a top-down informational leadership model, with decision making on substantive issues centralized at the district level. Commitment to decisions was weakened in these districts by the lack of district press to conform. The only mention of collegial contact was where principals believed they must present a united front against any district policy they thought might threaten their “turf.” Remarks alluding to other principals’ work were more often disparaging than respectful. District Leadership The data revealed that the district superintendent’s leadership style had an important influence on interaction patterns between administrators. Several factors partly under control of the superintendent either constrain or promote collegial practices among principals. We now consider relationships between administrators from a number of perspectives, including characteristics of educational organizations and leadership styles. Constraints on the development of collegial practices among school administrators may lie in school systems that are loosely coupled (Weick, 1976) or institutionalized (Rowan, 1981). Since collegiality is an instructional notion, in loosely-coupled systems one would expect relatively infrequent interactions between principals for instructional purposes. Yet superintendents in districts R and J emerged as highly visible instructional leaders who managed to spend a relatively large portion of their time on collaborative activities with principals aimed at improving school and district performance. As a result, districts R and J display simultaneous loose-tight characteristics (Peters & Waterman, 1982), as indicated by their decentralized decision-making models, and by the very high degree of agreement between principals on significant improvement issues. Thoughtful principals and superintendents adopt leadership styles helpful in creating consensus. Blase (1987) examined effective school leadership from the teachers’ standpoint. Teachers identified nine leadership dimensions associated with task-related competencies: accessibility, consistency, knowledge/expertise, clear and reasonable expectations, decisiveness, goals/ direction, follow-through, time management, and problem-solving orientation. These factors were closely intertwined with five consideration-related qualities: support in confrontations/ conflict, participation/consultation, fairness/equitability, recognition, and willingness to delegate authority. Blase 166 COLEMAN, MIKKELSON, & LAROCQUE found these “leadership factors affected teacher motivation, involvement, and morale and, in general, enhanced the possibility of productive interactions between teachers” (1987, p. 606). Superintendents in districts R and J act similarly by providing opportunities and establishing expectations for productive interaction. SUMMARY In high-performing districts there is a rich variety of collegial activity, much of it aimed at instructional improvement and at generating the shared working knowledge which is a critical element in a productive district ethos (Coleman & LaRocque, 1990). These conditions do not exist in the comparison districts. High levels of principal collegiality, of productive ethos, and of district performance go together. Superintendents act in ways resembling effective principals—they create an “associative” climate at district level, in which “district-regarding” principals seek the greater good, rather than protect their own turf. High-performing districts differ sharply from less successful districts with respect to principal collegiality. REFERENCES Berman, P., & McLaughlin, M.W. (1979). An exploratory study of school district adaptations. Santa Monica, CA: Rand Corporation. Blase, J.J. (1987). Dimensions of effective school leadership: The teachers’ perspective. Educational Administration Quarterly, 24, 589–610. Coleman, P. (1972). Organizational effectiveness in education: Its measurement and enhancement. Interchange, 3, 42–52. Coleman, P. (1986). School districts and student achievement in British Columbia: A preliminary analysis. Canadian Journal of Education, 11, 509–521. Coleman, P., & LaRocque, L. (1990). Struggling to be ‘Good Enough’: Administrative practices and school district ethos. London: Falmer Press. Cuban, L. (1984). Transforming the frog into a prince: Effective schools research, policy, and practice at the district level. Harvard Educational Review, 52, 129–151. Fullan, M. (1982). The meaning of educational change. Toronto: OISE Press. Goodlad, J.I. (1984). A place called school: Prospects for the future. New York: McGraw-Hill. Huberman, A.M., & Miles, M.B. (1984). Innovation up close: How school improvement works. New York: Plenum. Jelinek, M., Smircich, L., & Hirsh, P. (1983). Introduction: A code of many colors. Administrative Science Quarterly, 28, 331–338. Johnson, R.B., & Licata, J.W. (1983). Urban school principal grapevine structure. Urban Education, 17, 457–475. LaRocque, L. (1983). Policy implementation in a school district: A matter of chance? (Internal research report). Burnaby, BC: Simon Fraser University. Licata, J.W., & Hack, W.G. (1980). School administrator grapevine structure. Educational Administration Quarterly, 16(3), 82–99. NETWORK COVERAGE 167 Little, J.W. (1982). Norms of collegiality and experimentation. American Educational Research Journal, 19, 325–340. McLaughlin, M.W., & Yee, S.M. (1988). School as a place to have a career. In A. Lieberman (Ed.), Building a professional culture in schools (pp. 23–44). New York: Teachers College Press. Peters, T.J., & Waterman, R.H. (1982). In search of excellence. New York: Harper and Row. Rowan, B. (1981). The effects of institutionalized rules on administrators. In S. Bacharach (Ed.), Organizational behavior in schools and school districts (pp. 47–75). New York: Praeger. Weick, K.E. (1976). Educational organizations as loosely coupled systems. Administrative Science Quarterly, 21, 1–19. Wolcott, H.F. (1973). The man in the principal’s office. Toronto: Holt, Rinehart & Winston. Peter Coleman is in the Faculty of Education, Simon Fraser University, Burnaby, BC, V5A 1S6. Lorna Mikkelson is in School District #36, 14225-56th Avenue, Surrey, BC, V3W 1H9. Linda LaRocque is in the Department of Educational Administration, University of Alberta, Edmonton, AB, T6G 2G5. Middle Grade Students’ Responses to Canadian Realistic Fiction for Young Adults J.L.K. Latshaw university of saskatchewan Students’ response to realistic fiction is best understood through a mix of qualitative and quantitative research methods. My research therefore included (a) qualitative analyses of open-ended interviews with students (types of response, response styles, and my influence on response), and (b) quantitative evaluation of the total probe-response relationship. The major finding concerns how the different roles I adopted influenced students’ responses. As co-explorer and modeller of comprehension strategies, I got students to respond more broadly to fiction than I did in other roles. Pour bien analyser les réactions des élèves à des textes de fiction à saveur réaliste, il est préférable d’utiliser à la fois des méthodes de recherche qualitatives et quantitatives. L’auteure a donc réalisé des analyses qualitatives d’entrevues à questions ouvertes (types de réponses des élèves, styles de réponses et influence de la chercheuse sur les réponses) et une évaluation quantitative de la relation globale exploration-réponse. L’un des principaux résultats de l’étude concerne la manière dont les divers rôles joués par la chercheuse a influencé les réponses des élèves. En tant que coexploratrice et personne capable de mettre sur pied des stratégies efficaces de compréhension, elle a amené les élèves à réagir de façon plus vaste à la fiction qu’en jouant d’autres rôles. Schema-based perspectives on reading comprehension (Anderson & Pearson, 1984; McNeil, 1987; Weaver, 1988) are now thought compatible with Response Theory (Rosenblatt, 1983) perspectives. Thus researchers of students’ responses to literature may draw on both perspectives in bridging theory and practice. In this study, I examined students’ responses to Canadian realistic fiction for young adults in open-ended interviews (Stewart & Cash, 1978), using questions and inferences drawn from both research traditions. My aims were to discover response types, to detect students’ “response styles” (Galda, 1983, p. 4), and to see if the data-collecting method influenced students’ responses. RELATED RESEARCH In the first wave of “response research,” investigators relied on Rosenblatt’s (1983) notions of reader-text transaction to support a wide variety of empirical studies. We now know about students’ responses at different age levels 168 CANADIAN JOURNAL OF EDUCATION 16:2 (1991) STUDENTS’ RESPONSES TO REALISTIC FICTION 169 (Eeds & Wells, 1989; Galda, 1982; Hynds, 1989; Latshaw, 1985; Mauro, 1983; Yocum, 1987), developmental characteristics of their “sense of story” (Beach & Wendler, 1987; Cullinan, Harwood, & Galda, 1983; Hade, 1988; Mikkelson, 1983; Pappas & Brown, 1987; Rubin & Gardner, 1985; Wells, 1986), and their “response styles” (Cooper & Michalak, 1981; Dillon, 1982; Galda, 1983, 1989; Odell & Cooper, 1977; Vipond & Hunt, 1984). Since the late seventies, a second wave of reader response research has made naturalistic studies of students’ responses. These studies discuss learning environments that support development of an increased sense of story (Hickman, 1979; Hepler, 1982) and examine the characteristic interactions of students in teacher-student book conferences (Hill, 1986). In parallel with my research, two recent studies gathered information about schoolchildren’s responses. Watson and Davis (1988) studied responses to a literature-centred reading program, and Knipping and Andres (1988) examined literature study groups. These investigations show that when literature is used as the text resource for teaching reading, teachers and students must adopt new roles in learning. Watson and Davis (1988) observed that “Literature study groups do not have much of a chance if the teacher fails to accept his or her primary role as a contributing member of the group, understanding that no member has the right to dominate” (p. 65). These naturalistic studies are particularly promising in the move from theory to practice. Still, our understanding of students’ responses in a wide variety of teaching situations and of ways teachers may assist students is incomplete. My findings add to this growing body of knowledge, providing information about seventh grade students’ responses to Canadian realistic fiction in “the zone of proximal development,” which Vygotsky (1978) defines as “the distance between the actual development as determined by independent problem solving and the level of potential development as determined through problem solving under adult guidance or in collaboration with more capable peers” (p. 86). My work also shows how compatible qualitative and quantitative research methods may be used in studies of literary education. THE STUDY The Readers and Texts I provided a classroom teacher with criteria for selecting students and texts. Criteria for participants included that 1. they would score at or above grade level on reading comprehension tests administered by the school division; 2. both males and females would be included, preferably in equal numbers; and 3. students would agree to participate in the study, and their parents or guardians would grant their permission also. 170 J.L.K. LATSHAW Seven students (four girls and three boys) agreed to participate. Criteria for selection of the texts were as follows: 1. the novels must vary in reading difficulty as determined by the Fry Readability Graph (1977); 2. participants have not read the novels; 3. the novels are thematically related; and 4. the group of novels contains both male and female protagonists. (The teacher’s selection of novels appears in Appendix A, along with brief summaries of two novels discussed in the interviews.) Interviews took place in a school library conference room, arranged to create a comfortable, intimate setting. Before turning to the novels, I talked informally with the students about forthcoming school events. Then I asked them to give their initial response to one of the books. I consciously employed more “wait time” (Cooper, 1982, pp. 177–178) than is usual in classroom interaction between teachers and students. The discussions ended when the student had nothing more to say or became restless. Stewart and Cash (1978) claim open-ended interviews allow considerable latitude in deciding the amount of structure needed to encourage response. If subjects respond easily, researchers offer verbal and nonverbal encouragement, signalling interest in their speech. When subjects stop speaking, researchers may change the question or refer to something said earlier (Latshaw, 1985, p. 117). Open-ended interviews, backed up by informal probes (Gorden, 1969), provide students with consistent encouragement and assist them in elaborating and clarifying their responses. Analysis of Data Transcripts of the interviews were prepared along Wells’ (1986) guidelines. The transcriptions, sound recordings, and observation notes provided evidence of students’ types of responses and response styles, and allowed me to consider how the data-collecting method influenced responses. To categorize students’ responses, I used analytic induction (Bodgen & Biklen, 1982; Patton, 1980; Williamson, 1977) to construct a taxonomy of response types (see below). To do this I read through the transcripts several times, noting in the margins distinctive features of each student’s responses. From these notations I identified clusters of features showing how readers respond to events (Harding, 1968). Next, the clusters were combined whenever possible to form supra-categories. Through “triangulation” (Denzin, 1988, pp. 511–513), I refined the definition of the supra-categories until the description accounted for all responses placed in them. I continued this highly recursive procedure until the taxonomy contained descriptive categories for all responses, aiming finally to classify oral responses in various “styles” as Galda (1983) did, that is, by combining Purves’ (1968) categories and Applebee’s (1978) hierarchical model of evaluation (Appendix B). STUDENTS’ RESPONSES TO REALISTIC FICTION 171 After categorizing the responses, I considered the influence of my datacollecting method on students’ responses, first, by quantitative analysis of probe-response relationships and, second, by additional qualitative analysis of selected portions of the interviews. Quantitative and qualitative methods’ compatibility has two aspects. First, both are capable here of producing thorough descriptions. Although testable under quite different inferential rules, the categorized underpinnings of the descriptions are mutually understandable. Second, both point to theories of language, communication, and “interest,” many of which may overlap or (even) coincide. FINDINGS My major finding concerns the importance of assisting students to explore their responses in discussions. I therefore combine findings on types of responses and how they were observed. Types of Responses At the start of the interview, students talked easily, with little if any encouragement. After a few minutes, pupils needed increasing amounts of encouragement and assistance to respond. Types of responses in the less-assisted context differed from those in the more-assisted context. Less-Assisted Responses Typically, students talked about themselves as readers before reporting parts of the novel they had difficulty comprehending. These responses were given without probes. Students who read Mama’s Going to Buy You a Mockingbird reported similar pre-reading expectations and explained why they did or did not modify them. The following illustrates both types of responses from four interviews: Beth: I got kind of bored with it so I didn’t read it anymore. Then I found after the first couple of chapters . . . then I thought it was better. Fred: When I read the first chapter, it didn’t seem like a book I’d like. Then I kind of got into it and then kind of enjoyed it more and understood what was happening and in the end I was glad I read it. Joan: I didn’t know if I’d like it at first . . . it wasn’t very interesting at first. John: I thought it was so big that, uh, I wouldn’t get finished . . . like it took so long for . . . like, for some things to happen. . . . Like, ah, two chapters for him [Jeremy] to get moved into the apartment. In contrast, students’ less-assisted responses to Hunter in the Dark centred on the same comprehension problem. They did not understand Hughes’ use of flashbacks and symbols: 172 J.L.K. LATSHAW Myra: I didn’t like how it changed from one chapter to the other . . . it was kinda hard, but at the end I was used to it . . . I liked the present events that occurred in the present because it was more exciting. Tony: I thought he was going to be . . . like I didn’t think it was going to have anything to do with when he was in the hospital and that. I thought he was just going to be like the way he was outside the forest when he was hunting. I thought he was going to stay there and have some things like that. Cara: I lost myself when I was reading about the deer . . . I thought there should have been more danger. I didn’t quite understand what they [the author] meant . . . like when, uh, that he was trying to kill a deer and then get its head to hang on his wall as a trophy. Then at the end he realized a deer is just trying to be safe, just as he is. I didn’t quite know . . . it was kind of . . . I didn’t particularly like that. Besides talking about themselves as readers and reporting the same comprehension problems, students talked about specific characters and events near the end of the story. Several types of responses intertwine. For example, in the following responses, Tony combines identification of the doctor and description of his actions, and Myra combines identification of three characters with a subjective evaluation of their relationship. Tony: The doctor, he really enjoyed life and that. He really knew how he [Mike] felt. It was like he, the doctor, already went through it, and he knew all the things that was wrong, and he would always try to help Mike. Myra: It was kinda funny how the parents acted. They wouldn’t tell him what was wrong with him. Less-assisted reponses had two additional characteristics. First, the students identified characters by relational terms, such as “friend” and “brother,” not by given names; reports of characters’ actions included more information about the students’ thoughts and feelings than information given by the author in the texts. Second, students identified events at the beginning and end of the novel more often than events in the middle; the identified events were either ones the students had difficulty comprehending or ones they thought unrealistic, such as Mike’s parents not telling him he had cancer in Hunter in the Dark. I selected the terms “Identification/Description” and “Identification/Evaluation” to describe the intertwined nature of the students’ main types of responses to realistic fiction. More-Assisted Responses Increased direct questioning and clarification probes helped students interpret the meaning of some events they identified during the less-assisted discussions. Interpretations were given when I either requested students to hypothesize the possible meaning of an event, or encouraged students to clarify responses. The most distinctive feature of these responses is that they STUDENTS’ RESPONSES TO REALISTIC FICTION 173 Taxonomy of the Subjects’ Types of Responses Identification/Description—readers identify characters by use of pronouns and relational terms such as “he,” “the friend” and “the sister” rather than by given names in the context of describing actions and thoughts of the character. Identification/Evaluation—readers identify characters by use of pronouns and relational terms coupled with evaluative statements about the characters. Personal Connections—readers identify and discuss past experience that is related to narrative content. Researcher’s Statements—the researcher shared past experiences related to narrative content. Interpretations—readers formulate and “test” hypotheses about the meaning of characters’ behaviour or an event after reflecting on personal past experiences. Questions—readers request that a question or statement be repeated. were stated far more tentatively than other types. The important characteristic of students’ interpretations is not the quality of insight but rather how they occurred: all are linked with students’ recognition of pertinent prior knowledge related to narrative content. These types of responses are identified as “Personal Connections” in the taxonomy. The last type, “Questions,” was observed least; most responses were limited to student requests that I repeat probes. A taxonomy of student response types appears above. My examination of the more-assisted responses also showed that students independently read texts shorter and less complex structurally and conceptually than the two novels selected by the classroom teacher. As well, students’ sense of story does not include an understanding of the characteristic of more complex forms of narrative. When choosing books for independent reading, students use selection strategies compatible with their existing reading interests; however, these strategies do not assist them select from among texts of children’s literature recommended for middle-grade readers (Huck, Hepler, & Hickman, 1987; Norton, 1987). In summary, students’ unfamiliarity with Hughes’ narrative techniques prevented them from identifying prior knowledge that would have assisted them to respond more independently. The students who read Hunter in the Dark required assistance in comprehending events before they could begin exploring their meaning from different perspectives. 174 J.L.K. LATSHAW Characteristics of Response Styles Students’ response styles were examined from two perspectives: characteristics of the combined responses and characteristics of each group of readers. The first perspective provides general information about the students’ response styles; the second, information about the influence of text features on style. General Characteristics Students adopted a text-centred stance for making all types of responses; however, the strength of this preference varied considerably among different types. When students made comprehension responses, for example, they preferred this stance only slightly. In contrast, they adopted a strong textcentred stance when making involvement and interpretation responses (See Appendix B). All students made comprehension and involvement responses; a few made inferences and personal connections; none made generalizations. Individual differences in response style centred mostly on the ability to adopt both stances and to make slightly less subjective evaluative statements about narrative content. Text-Related Characteristics Response styles varied more among students who discussed Hunter in the Dark than they did among those who read Mama’s Going to Buy You a Mockingbird. Also, the first group’s response style included less mature evaluation responses; for example, most students who discussed Mama’s Going to Buy You a Mockingbird made analytical evaluations, but only one student who read Hunter in the Dark made evaluative statements beyond categoric evaluations. Discussion By comparison with Galda’s (1982) students, mine showed less literary awareness. In a study of fifth-grade students’ responses to realistic fiction, Galda (1982) described individual differences in response as follows: Emily was reality bound, uncertain of the rationale behind her responses. Charlotte was more objective but still limited by her dependence on real life as a measure. Ann analyzed both the text and her own responses as she sought explanations for both literary and real life experiences. (p. 17) My study did not include an “Ann,” but did include two “Charlottes”— Tony and Beth. The remaining students’ response styles fell between “Emily” and “Charlotte.” Further, Galda’s observation that “Emily’s evalu- STUDENTS’ RESPONSES TO REALISTIC FICTION 175 ations were almost always unelaborated, with no details from the text provided” (p. 8) was true as well for five students’ evaluative statements in my study; therefore, the students were more like Emily than Charlotte, who could be specific in her criticism of an author’s point of view (p. 12). My group’s less mature sense of story is most likely linked to differences in reading background and general academic achievement. A further difference is that Galda’s students were from a private school in New York, whereas the students in my study were from an urban public school in Saskatchewan, Canada. Influences on Response Students’ types of response and response styles indicated differences in response to the two texts and in the amount of instructional scaffolding needed by readers of each text. I adopted two approaches in determining how the data-collecting method influenced response: a quantitative evaluation of the total probe-response relationship and additional qualitative evaluation of portions of the interviews. Probe-Response Relationship Quantitative evaluation of the total probe-response relationship indicates General Encouragement Probes (GE probes)—which include nonverbal and brief verbal cues that encourage natural interpersonal communication— elicited approximately one-third of the total responses. These form approximately half the comprehension responses and half the evaluative statements observed in the study. Questions that were predominantly open-ended elicited approximately one-third of the total response but, unlike GE probes, resulted in students making more types of responses. Clearly, only encouraging the students to talk about the novels provided an insufficient instructional framework to elicit their broad response. Clarification probes and my statements elicited approximately one-fifth of the total response. Clarification probes, like Questions, similarly elicited different types of answers. In contrast, my remarks influenced particular types; one-third of students’ interpretation responses were elicited by this probe. This means my comments helped students make interpretations more than did the combined influence of Questions and GE probes. At the same time, my statements elicited very few evaluative replies. These findings support Watson’s and Davis’ (1988) assertions about teachers’ crucial role in discussions and indicate the possibility that teachers assist students more in making inferences than by questioning, sharing their own tentative thoughts and feelings, or providing GE probes. A quantitative view of these findings is presented in Table 2. 176 J.L.K. LATSHAW TABLE 2 Total Probe-Response Relationship Types of Responses* Comprehension Types of probes** Questions General encouragement Clarification Elaboration Researcher’s statements Total (%) Involvement Inference Evaluation Total No. % No. % No. % No. % No. % 19 (25.6) 14 (26.0) 22 (27.1) 16 (25.3) 71 (26.3) 30 12 5 (40.5) (16.2) (6.7) 16 10 3 (30.7) (19.2) (5.7) 4 19 7 (4.9) (19.7) (8.6) 35 8 0 (55.5) (12.6) (0.0) 85 49 15 (31.5) (18.1) (5.6) 8 74 (0.8) (27.4) 9 52 (17.3) (19.3) 29 81 (35.8) (30.0) 4 63 (6.3) 50 (23.3) 270 (18.5) (100.0) *From Galda (1983). **From Gorden (1969). Researcher’s Role Because the examination of the probe-response relationship indicated my responses influenced students’ ability to make inferences, I examined interactions beforehand. The findings indicate I influenced responses by encouraging students to reflect on past experience and to explore this meaning from more than one perspective, and by modelling metacognitive skills for monitoring comprehension processes. Excerpts from the discussions with John, Beth, and Tony provide operationalized views of these forms of instructional infrastructure. Here I encourage John to reflect further on his past experience: Researcher: Tell me more about your feelings . . . about the characters. John: Well . . . I thought . . . I could relate to it how Jeremy. . . . One of my friend’s dad died. Researcher: Umhum. John: And—. Researcher: Did this happen recently? John: That was about a year ago almost. He never talked about it or anything, and I knew kind of how he felt, and. . . . Well, it was just like some books you read. That’s how it is. . . . You don’t hear about it happening usually . . . [but it] happens all the time . . . I didn’t know what to say to him. I couldn’t talk about it. Researcher: But you felt—? John: What could I say? STUDENTS’ RESPONSES TO REALISTIC FICTION 177 John is encouraged to talk more about his past experience, knowing the researcher accepted his observed association. As he talks, he reviews from a broader social perspective what he observed and felt originally. He then concludes by sharing candidly the sense of inadequacy most individuals feel in such circumstances. Most importantly, John retains ownership of the exploration of meaning for himself. In the discussion with Beth, I modelled “drafting processes” as described by Tierney and Pearson (1983, pp. 571–572). In the following excerpt, Beth does not perceive personal connections with the events in Mama’s Going to Buy You a Mockingbird until I share John’s responses: Beth: Um, sometimes the part I don’t like . . . I hate when people—in this book die, you know. And it talks about how, um, people have to like put their life back together again. I don’t like that because it’s, um, kind of not dull, but I like happy stories. This is kind of a sad story. Researcher: O.K. Beth: But at the end it you know it’s— Researcher: Were you uncomfortable reading that part? Beth: No, I probably would be if my dad died or something—. Researcher: Another student said the father of one of his friend’s died, and he didn’t really know what to say. He realized from reading this story that someone else could be that uncomfortable too. He was surprised that parents could be that uncomfortable. Beth: Before I moved here, like, there was a boy in my old school. His mother died, and he kind of cried, like the day after he came to school and everything. And he acted like it bothered him, and Jeremy, he never acted that way. Like, he thought about a lot in his mind, but he never showed any real feelings. But at the beginning he did kind of and. . . . Researcher: Was he maybe numb? Beth: Well, he probably didn’t know what to do, so he probably thought he didn’t cry because he didn’t really, um, I don’t know how to say it . . . took a little while to get like that his father—. Researcher: Um—. Beth: And same with the little sister Sara. She, like, she didn’t really understand the word “dead” because there is a part of the book where it said, um, that, like, she asked when is Daddy coming home? Like, she thought he’d gone away, like, on a trip or something. The question, “Was he maybe numb?” models a basic drafting process, making and testing hypotheses. Because the researcher’s hypothesis was stated tentatively, Beth was invited to examine it as a co-explorer. Her response indicates that this assistance was enough to help her extend her understanding of the characters’ behaviour. From a process-oriented perspective, John explored the broader meaning of his personal connection response; Beth identified personal connections she used to extend her response. 178 J.L.K. LATSHAW Finally, when I asked Tony to hypothesize why Mike did not shoot the deer in Hunter in the Dark, he demonstrated a tacit knowledge of the thematic emphasis: Researcher: What would be your best guess? Tony: Well . . . I think he was just going around and thinking he could actually shoot one, but I don’t think he had the guts enough to actually shoot a deer because inside he knew the deer was like him. In response to GE probes that preceded this direct question, Tony had simply retold bits and pieces of the story. A process-oriented question helped him organize his perceptions and respond more broadly. In summary, the findings indicate students’ less-assisted responses did not go beyond literal reconstruction of the two Canadian novels for young adults. Reconstruction was done for the purposes of reporting comprehension problems and making evaluative statements about characters and events. However, in most instances, when I modelled metacognitive skills, students extended their less-assisted responses. Individual students differed mainly in their ability to adopt both reader-centred and text-centred stances in making different types of responses. I found that students who adopted both stances did so by utilizing prior knowledge for making the meaning of the story and communicated this meaning successfully. Discussion Students’ less-assisted responses provide much food for thought concerning students’ role in selection of texts for group studies. We may be reasonably certain that students’ responses would have been quite different if they had taken an active role in selecting the topic. It is likely that “coping with death” would not have been their first choice! The students’ attitude towards the assignment might also have been more positive had they been given a selection from which to choose. My findings do not provide much information about “revising processes” (Tierney & Pearson, 1983, pp. 576–577). All discussions except that with Beth centred on assisting students in formulating responses. However, the findings do indicate conscious self-monitoring of response, and that additional use of “wait” time (Sadker & Sadker, 1982) may be used effectively to help students with comprehension problems. Equally important, this assistance may occur without leading students to discover and adopt the teacher’s broader perspective of events. According to Tierney and Pearson (1983), the functional importance of composing processes comes together when students are able to judge the quality of their developing ideas: It seems that students rarely pause to reflect on their ideas or to judge the quality of their developing interpretations. Nor do they often reread a text either from the same or different perspective. In fact, to suggest that a reader should approach STUDENTS’ RESPONSES TO REALISTIC FICTION 179 text as a writer who crafts an understanding across several drafts—who pauses, rethinks, and revises—is almost contrary to some well established goals readers proclaim for themselves (e.g., that efficient reading is equivalent to maximum recall based upon a single fast reading). (p. 577) Most students adopted, albeit for a short period of time, more than one alignment to events in the novels. Except for Myra, the coherence of their responses increased during the probe-response aspect of the discussions— although the combined findings indicate that for the entire group to have achieved greater coherence would have required several additional discussions. Practically speaking, giving enough assistance in whole-group discussions would be difficult, if not impossible, because teachers must manage the group while briefly assisting individual students. The combined findings support teaching aligning processes in other contexts. The feasibility of fostering development of these processes through informal drama and art activities merits future research. Several students demonstrated tacit knowledge of monitoring skills; however, they did not utilize these skills without modelling and encouragement. According to Rowe (1988), the importance of the monitoring process is as follows: Metacognition assists not only in the organized recall of previously acquired knowledge and experience, in learning and problem solving, but also in maintaining and strengthening of concentration, motivation, interest and self-esteem. (p. 228) My findings strongly support the view that students should have a role in selecting what they read, talk about reading informally in social contexts other than whole-group discussions, and construct representations less influenced by teacher responses. This supports arguments for the reconceptualization of reading as interaction and transaction (Hunt, 1990). Finally, my research shows that teachers’ potential roles in less-structured discussions of children’s literature must be quite different from their existing roles in directed reading lessons. 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Straw (Eds.), Beyond communication: Reading comprehension and criticism (pp. 91–105). Portsmouth, NH: Boyton/Cook-Heinemann. Hynds, S. (1989). Bringing life to literature and literature to life: Social constructs and contexts of four adolescent readers. Research in the Teaching of English, 23, 30–61. Knipping, N., & Andres, M. (1988). First graders’ response to a literature-based literacy strategy. In B. Nelms (Ed.), Literature in the classroom (pp. 69–79). Urbana, IL: National Council of Teachers of English. Latshaw, J.L.K. (1985). An in-depth examination of four preadolescents’ responses to fantasy literature. Unpublished doctoral dissertation, University of Saskatchewan, Saskatoon. Little, J. (1985). Mama’s going to buy you a mockingbird. Markham, ON: Penguin Books. STUDENTS’ RESPONSES TO REALISTIC FICTION 181 Mauro, L. (1983). Personal constructs and response to literature: Case studies of adolescents reading about death. Unpublished doctoral dissertation, Rutgers University, New Brunswick, New Jersey. McNeil, J. (1987). Reading comprehension (2nd ed.). Glenview, IL: Scott, Foresman and Company. Mikkelson, N. (1983, May). Patterns of story development in children’s response to literature. Paper presented at the annual meeting of the Canadian Teachers of English, Montreal. Norton, D. (1987). Through the eyes of a child: An introduction to children’s literature. Toronto: Merrill. Odell, L., & Cooper, C. (1977). Responding responses to a work of fiction. Research in the Teaching of English, 5, 5–23. Pappas, C.C., & Brown, E. (1987). Young children learning story discourse: Three case studies. Elementary School Journal, 87, 455–466. Patton, M. (1980). Qualitative evaluation methods. London: Sage. Purves, A., & Rippere, V. (1968). Elements of writing about a literary work: A study of response to literature. Urbana, IL: National Council of Teachers of English. Rosenblatt, L. (1983). Literature as exploration (3rd ed.). New York: Modern Language Association. (Original work published 1938) Rowe, H. (1988). Metacognitive skills: Promises and problems. Australian Journal of Reading, 2, 227–237. Rubin, S., & Gardner, H. (1985). Once upon a time: The development of sensitivity to story structure. In C. Cooper (Ed.), Researching response to literature and the teaching of literature (pp. 169–189). Norwood, NJ: Ablex. Sadker, M., & Sadker, D. (1982). Questioning skills. In C. Cooper (Ed.), Classroom teaching skills (2nd ed.) (pp. 176–183). Toronto: D.C. Heath. Stewart, C.J., & Cash, W.B. (1978). Interviewing. Dubuque, IA: William C. Brown. Tierney, R., & Pearson, P. (1983). Toward a composing model of reading. Language Arts, 60, 568–580. Vipond, D., & Hunt, R. (1984). Point-driven understanding: Pragmatics and cognitive dimensions of literary reading. Poetics, 13, 261–272. Vygotsky, L.S. (1978). Mind in society. Cambridge: Harvard University Press. Watson, D., & Davis, S. (1988). Readers and texts in a fifth-grade classroom. In B. Nelms (Ed.), Literature in the classroom (pp. 59–68). Urbana, IL: National Council of Teachers of English. Weaver, C. (1988). Readers theory and practice. Portsmouth, NH: Heinemann. Wells, G. (1986). The meaning makers: Children learning language to learn. Portsmouth, NH: Heinemann. Williamson, J. (1977). The research craft: An introduction to social research methods. Toronto: McClelland & Stewart. Yocum, J.A. (1987). Children’s responses to literature read aloud in the classroom. Dissertation Abstracts International, 48, 091 (University Microfilms No. 87-26, 750). Jessica L.K. Latshaw is in the Department of Curriculum Studies, College of Education, University of Saskatchewan, Saskatoon, SK, S7N 0W0. 182 J.L.K. LATSHAW APPENDIX A I. Books used in the unit of study: Cleaver, V., & Cleaver, V. (1970). Grover. New York: Lippincott. Hughes, M. (1984). Hunter in the dark. New York: Avon Books. Little, J. (1984). Mama’s going to buy you a mockingbird. Markham, ON: Penguin Books. Lowry, L. (1977). A summer to die. Boston: Houghton Mifflin. Paterson, K. (1977). Bridge to Terabithia. New York: Crowell, 1977. II. Brief summaries of the two novels discussed by the subjects: Mama’s Going to Buy You a Mockingbird Eleven-year-old Jeremy and his younger sister, Sarah, spend the summer at their aunt’s cottage because their father is terminally ill with cancer. After his father dies, Jeremy handles the difficult task of supporting his mother and sister while dealing with his own grief. “His new but tentative friendship with a lanky classmate Tess and a move to a new apartment where he adopts a grandfather help cheer him” (Huck, Hepler, & Hickman, 1987, p. 500). Gradually, Jeremy learns “the ‘more difficult’ joy that remembering brings” (p. 500). Hunter in the Dark Mike’s life changes abruptly when he collapses during a basketball game at school; the medical examination indicates he has leukaemia. Mike’s parents decide not to tell him the seriousness of his illness until his hair begins to fall out from chemotherapy treatments. Consequently, Mike is confused by his growing weakness. After Mike knows what is wrong, he musters the needed strength and courage to take a solo hunting trip. During this trip he begins to accept the challenge before him. APPENDIX B Summary of Galda’s (1983) System of Categorizing Oral Responses 1. Comprehension—Text-centred: restatements of the plot, description of the characters, or relating facts about the setting. Reader-centred: often includes complaints about a lack of comprehension (all comprehension statements reflect literal comprehension). 2. Involvement—Text-centred: statements indicate the reader’s perception of the text in terms of real-world knowledge. Reader-centred: statements about using the text as a virtual experience. 3. Inferences—Text-centred: statements that evidence interpretation of the text and state that which is implicit in the text. Reader-centred: interpretation includes an inferred reason for the interpretation. STUDENTS’ RESPONSES TO REALISTIC FICTION 183 4. Evaluation—The perspective of evaluation is how the reader evaluates rather than what is evaluated (Applebee, 1978). (a) Undifferentiated—Response and object are not separated, as in “It’s good because I like it” (Applebee, 1978, p. 99). (b) Categoric—This kind of evaluative behaviour includes systematic classification of responses into categories with well-defined attributes. The attributes may describe attributes of text or a personal response; however, frequently differentiation between self and text is not clear. (c) Analytical—Statements about how the text works as a restructured whole and how personal responses are shaped by that whole. (d) Generalization—Text-centred: statements about the work’s depth, uniqueness, meaningfulness, and relationship to the author or the world in general (Applebee, 1978, p. 131). Reader-centred: statements concerned with how the reader’s ideas about the world are affected by the work. (Galda, 1983, p. 5) In Search of Expertise in Teaching Dianne L. Common lakehead university This essay isolates and explains three essential qualities of the expert teacher, examining the practices of three teaching masters—Zeno of Elea; Lao Tzu of Ch’U; Jesus of Nazareth—to do so. My premise is that teaching expertise is a function of a particular type of educational relationship between teacher and student. Three qualities characterize educational relationships having exceptional, perhaps extraordinary, quality. First, students regard the teacher’s curriculum as having profound moral and cultural worth; second, engagement of the imagination not only initiates the educational relationship but sustains it to its conclusion; third, the primary form of pedagogy is the story. Cet essai met en lumière trois des qualités essentielles de tout excellent enseignant par l’étude de trois grands maîtres—Zénon d’Élée, Lao Tzu et Jésus. L’auteure pose comme hypothèse que l’excellence dans l’enseignement repose sur un type particulier de relation entre le maître et l’élève. Trois traits caractérisent les relations pédagogiques de nature exceptionnelle, voire extraordinaire. D’abord, les élèves considèrent l’enseignement du maître comme ayant une profonde valeur morale ou culturelle; ensuite, l’imagination joue un rôle non seulement dans l’établissement, mais aussi dans le maintien de telles relations; enfin, le principal outil pédagogique utilisé est le récit. A long tradition of research on teaching has illuminated relationships between teaching strategies and academic achievement. Yet, many researchers and professionals are dissatisfied with what we have learned from this body of research, in part because it says very little about the expert professional. Our schools require not just effective teachers, but rather teachers with a level of mastery far beyond the ordinary, perhaps even beyond the expert, perhaps to the extraordinary. It is now time, as Berliner argues, for the emergence of a second stage of research on teaching, a second stage devoted to the study of the expert pedagogue.1 The first daunting difficulty in such study is the identification of “expert” pedagogues. Because teaching expertise is poorly understood, criteria on which to identify experts are obscure. Nonetheless, some renowned pedagogues come to mind. In every profession, there are those who stand apart from all others, those who are excellent, perhaps even extraordinary. Teaching is no exception. Over the past twenty-five hundred years, many cultures in different ages have declared the same very few teachers to be exceptional. Three of these 184 CANADIAN JOURNAL OF EDUCATION 16:2 (1991) EXPERTISE IN TEACHING 185 great masters are Zeno of Elea, Lao Tzu of Ch’u, and Jesus of Nazareth. These three teachers not only made a profound difference to their contemporaries’ lives and to the nature of their societies, but their influence continues to be felt today. Anthony Barton’s intensive study of these three masters invites further inquiry, both interpretive and analytical.2 Barton’s central argument is that there is more to teaching than its technology. The what of teaching, curriculum content, should determine the “how,” or the form in which it is taught. This challenges the conventional theory of instruction that content should fit the instructional forms, such as lecturing and questioning, and that effective teaching depends on technique.3 In his discussion of the teaching approaches of Lao Tzu of Ch’U, a contemporary or contemporaries of Confucius, Barton emphasizes that scholar’s didactic teaching about the effective government of the state. Barton believes Lao Tzu’s teaching judiciously balanced curriculum content and student access to content. Zeno of Elea was a contemporary of Socrates and perhaps his teacher. Barton argues that Zeno was master of the instructional technique of question and answer, sometimes referred to as conversation. Zeno’s paradoxes forced students to deal with not only argument forms and evidence but also with the very presuppositions of their own thinking. Jesus of Nazareth, only a few generations later, talked with people in small groups, out of doors and away from political interference. He encapsulated his ideas in catchy phrases, and in short stories, anecdotes, and parables. Barton concludes that all three master teachers invented methods appropriate to the curriculum content and to the students endeavouring to learn, and therefore proposes that there is no sure way of teaching. Still, Barton surmises there was something about the teaching manner of Lao Tzu of Ch’U, Zeno of Elea, and Jesus of Nazareth that commanded attention, but concludes (too quickly) that this almost-magical quality defies explanation. However, such a conclusion invites another question and therefore another answer. What if this mysterious, ephemeral “something” were the particular blending of what was taught with the methods by which it was taught? If so, then I think certain qualities typify these experts’ teaching and that a theory of expertness will show what all three brought to their teaching practices. THE EXPERT PEDAGOGUE I begin with my conclusion. The expert pedagogue’s traits are significant in their relational quality. Traits such subject-matter knowledge or regard for students are significant only if they contribute to the creation of an educational relationship between teacher and students. That the relationship is an educational one is essential since that quality distinguishes relationships in 186 DIANNE L. COMMON teaching from those in, say, coaching, parenting, therapy, or ministering. The three masters certainly created and maintained educational relationships, characterized by three qualities that warrant the qualifier “extraordinary.” First, students regarded the teachers’ curriculum as having profound moral and cultural worth. Second, imaginative engagement initiated the educational relationship and sustained it. Third and finally, the primary form of pedagogy was the story. The three master teachers’ educational relationships exemplified these qualities to varying degrees. And although conceptually distinct, the qualities were not mutually exclusive at a practical level. Rather, they formed a small but commanding constellation of interrelated and interdependent fundamental elements of expert teaching. CURRICULUM AS HAVING PROFOUND MORAL AND CULTURAL WORTH Jesus of Nazareth practiced as a teacher almost two thousand years ago. His students believed his curriculum momentously important to them personally and to the turbulent society in which they lived. Through his teaching, Jesus examined his students’ personal moralities and the collective morality of the authority structures of their society. He enabled his followers not only to understand the collective immorality of the excesses of the Roman government but also to regard such immorality not as particular to Romans only but as an extension of their own personal relationships. He pressed them to assume responsibility and to do something to ensure that all were regarded equal not only in the eyes of God but, as important, before Caesar and the state’s justice system. His lessons were simple, easily remembered, and profound. He not only taught his lessons, he lived them, and he expected his followers to do the same: “If a man in authority makes you go one mile, go with him two” and “If a man wants to sue you for your shirt, let him have your coat as well.”4 Jesus behaved like a servant and identified intimately with outcasts and children. His curriculum forced his followers to confront, as Northrop Frye explains, “. . . the master-slave dialectic on which the whole of human history turns.”5 He enabled his students to accept that all people, depending upon the settings, will ultimately play both master and servant roles, and that personal and societal morality hinge on the clear understanding of these dual roles and how they come together. The specific goals of Jesus’ curriculum were to facilitate maturation of his followers’ personal conscience, to further moral exercise of power by individuals and by the governing body of the collectivity, and to enhance his followers’ faith in God. Jesus argued there could be no moral exercise of power without the consent of those governed, and intended not only to enlighten his students but to enable them to bring about a new social order based on justice, fairness, and equality. In this new social order, each person might assume different responsibility and hence exercise different authority, EXPERTISE IN TEACHING 187 but all would be equally worthy. To accomplish his first curriculum goal, Jesus created conditions enabling his students to understand themselves as political beings who are members of a given social order. However, he was fully aware of the dangers of rapid change and warned, in the parable “New Wine in Old Wineskins,” that not only would new wine poured into old skins burst the wineskins, but that consequently both would be lost. Thus he argued that understanding both the old and the new were indispensable to social progress. His followers learned about the possibility of better worlds on earth and in heaven, and acquired techniques to help them bring about desired changes. Lao Tzu taught that civil servants’ moral duty was to the state. Personal attainments were of secondary importance. The state was the highest order, an order as elusive and sustaining as water—although it cannot be wrestled with or possessed, it constantly benefits its “myriad creatures without contending with them.”6 The state, although sacred like all natural things, will benefit its people only if there is a means to regulate its activities, to redistribute its wealth, to sanction its detractors, to reward its benefactors, and ultimately to enable its people to progress. Lao Tzu’s teachings helped produce a great state in China, and through his students led others subsequently to build great states administered by the ubiquitous but essential civil service. The critical factor distinguishing the relationships of teaching as practiced by the two masters from other forms of human relationships is the educational development of the participants, those whom we call students. However, the cases of Jesus of Nazareth and Lao Tzu of Ch’U help us to understand that there necessarily is a purpose, or to put that another way, ends towards which the education is to be directed. What those ends are today is a question debated by many and answered especially well by Gutmann, and by Nyberg and Egan. Gutmann quite correctly points out that although education may be broadly defined “to include every social influence that makes us who we are,”7 the inclusiveness of such broad definition subsumes the concept of political socialization. Both Gutmann and Nyberg and Egan8 are careful to argue that much of what occurs during socialization can best be described as unconscious social reproduction. Such socialization is an essential feature of organized life because societies thus perpetuate themselves. However, it is not the means by which societies change and their members improve their lot. To Gutmann, if the objective instead is to understand how members of a society “participate consciously in shaping its future, then it is important not to assimilate education with political socialization.”9 It is within and from the educational relationship that understanding and plans for action can be advanced in order to make life in society “more worthwhile.”10 It can be argued that this educational posture encapsulates the educational objectives or ends-in-view of both Lao Tzu of Ch’U and Jesus of Nazareth. 188 DIANNE L. COMMON Through their teachings, these expert teachers related particular things to some larger and profoundly significant purpose that enabled their teaching to travel beyond the technical and to embrace the moral. Fenstermacher has tried to isolate the moral dimension of the teacher’s curriculum. His point is that teaching, as medicine, is a form of skilled practice, and becomes almost incomprehensible when disconnected from its fundamental moral purposes. “A teacher without moral purpose is aimless, as open to incivility and harm as to good.”11 To understand teaching, Fensternmacher argues we must dispense with such contemporary concepts as skill and competence because they do not capture the essential meaning of teaching. Goodlad, however, contends that such concepts do provide one way of thinking about teaching, but offer only a partial picture of the nature of teaching. He proposes there is a “richly layered context within which teaching decisions are made.” One layer of choice is about technique and strategies; another about content; a third about forms of relationships. Nonetheless, normative considerations “pervade the whole, becoming moral imperatives for teaching, a profession of teaching, and teacher education.”12 Perhaps Nord put it best when he wrote, Morality orients education: it directs, structures, sometimes constrains, and provides content for teaching. In fact, the primary purpose of education is to initiate students into an informed, critical appreciation of the moral dimension of life. This being the case, it follows that moral knowledge is the knowledge most worth having for teachers.13 Fenstermacher proposes that there are three ways in which teachers can be what he calls moral educators and moral agents. They can teach directly or didactically about moral values; they can teach about morality through courses in family life, religion, or philosophy; or they can act as models of a particular set of moral values. To Fenstermacher, it is the third which has the greatest potential “to shape and influence student conduct in . . . educationally productive ways.”14 The third way embodies the moral character of the teacher and pervades the teacher’s total “manner” in the educational relationship. It is clear that both Lao Tzu of Ch’U and Jesus of Nazareth practiced all three ways. However, there can be little dispute that it was by acting as a model of a form of life, by his manner, that Jesus had and has his great impact. Perhaps an apt expression of the presumed ends-in-view that characterize the teaching of Jesus is found in Ryle’s words: What will help to make us self-controlled, fair-minded or hard-working are good examples set by others, and then ourselves practicing and failing, and practicing again, and failing again, but not quite so soon and so on. In matters of morals, as in the skills and arts, we learn first by being shown by others, then by being trained by others, naturally with some worded homily, praise and rebuke, and lastly by being trained by ourselves.15 EXPERTISE IN TEACHING 189 Gutmann best links the development of a personal morality with that of a cultural morality, both of which were of such great importance to Lao Tzu and Jesus of Nazareth. In a democratic society, she argues, the morality of the culture can be expressed and preserved. Democratic virtue should be the essential characteristic of all citizens and of all teaching. It is precisely in a pluralistic society rife with disagreement over morality and the nature of the good life that democracy can be a point of agreement. Teachers must enable their students to acquire the essential virtues of all democratic citizens— tolerance, reasonableness, nondiscrimination—and to develop a deliberative character that predisposes them to participate as if by habit in open and informed conversations about moral and political issues. In sum, then, Gutmann argues that if teachers are to provide for moral, and therefore cultural, development of the kind embodied in Lao Tzu’s and Jesus’s practices, then they (and policy makers today) must be guided by a democratic theory of education. Such a theory recognizes the importance of empowering citizens to make educational policy and also of constraining their choices among policies in accordance with those principles—of nonrepression and nondiscrimination—that preserve the intellectual and social foundations of democratic deliberations. A society that empowers citizens to make educational policy, moderated by these two principled constraints, realizes the democratic ideal of education.16 THE IMAGINATION AS THE CENTRE OF THE EDUCATIONAL RELATIONSHIP To Lao Tzu, in the imagination every question has an answer, every problem a solution. To him, in the imagination even the way of heaven can be known. In one of his memos he wrote about the centrality of the imaginative mind in understanding. Without stirring abroad One can know the whole world; Without looking out of the window One can see the way of heaven. The further one goes The less one knows. Therefore the sage knows without having to stir, Identifies without having to see, Accomplishes without having to act.17 Lao Tzu engaged his followers’ imagination through the employ of a combination of the poetic form and analogy. It is a methodology Barton describes as the draping of pragmatism with mystery. An excellent example of this is found in one of Lao Tzu’s memos about the good life. He enjoins us to remember that: 190 DIANNE L. COMMON In In In In In In a home it is the site that matters; quality of mind it is the depth that matters; an ally it is benevolence that matters; government it is order that matters; affairs it is ability that matters; action it is timeliness that matters.18 If Lao Tzu stirred the imaginative mind with poetry, Zeno of Elea’s way of quickening the imagination of his students was through the riddle. Zeno’s most famous riddle is familiar to all: the race between the tortoise and the hare. Who will win the race? Another is about the relative speeds of three chariots—one that is parked; one that is heading up the street; another heading down the street. What is the speed of the chariot in the middle? A third famed riddle is about the falling millet seed. When it lands, does it make a sound? Zeno’s approach was subtle yet profound. He would pose a superficially benign riddle. His students would quickly solve it on premises drawn from conventional wisdom. If their premises were faulty, as often was the case, his students would reach bizarre or silly conclusions. From such an intellectual position there was truly only one sane escape—laughter at one’s own specious reasoning. Within such a setting mirth and delight came easily and the conditions were set forth in the imaginative mind to range and to consider. Relaxed defences led to an eagerness to tackle the argument again. However by this time, the minds of the students would be prepared enough to imagine different premises from which to construct the argument which could depend on premises paradoxical to common sense. For Barton, the power in this type of educational relationship resides in students’ developing the ability “to discard faulty assumptions in favour of new ideas of a higher order.”19 These two masters, and Jesus especially, understood that the imagination is a natural quality of mind. We have records of many famous examples of the imagination at work: Albert Einstein claimed he achieved his insights into the fundamental nature of space and time by visualizing systems of light waves and idealized physical bodies (including clocks and measuring rods) in states of relative motion. Indeed, the riddle that eventually led him to conceive the special theory of relativity first became apparent to him when he was only sixteen years old as he imagined he was travelling alongside a beam of light at a velocity of 186,000 miles per second. Other great scientists such as James Maxwell and his electromagnetic waves, Michael Faraday and his magnetic fields, James Watt and his steam engine, James Watson and his DNA double helix claimed that fanciful imaginings fuelled by metaphors, allegories, and images were the basis of their great discoveries.20 To be able to imagine is to be free of convention; sometimes it is to be free of circumstance. Imagination is personal and comes from within. It enables the construction of a world that is as free from the empirical world EXPERTISE IN TEACHING 191 of sights, sounds, smells, tastes, and textures as one wishes it to be. Imagination can be a means of human freedom as no other. To Northrop Frye, imagination is “. . . the constructive power of the mind set free.”21 It is construction for its own sake. “In the world of the imagination, anything goes that’s imaginatively possible, but nothing really happens.” If something does happen, then the world of imagination has been left for the world of action. However, to Frye, there is more to the mind than the imagination, and it is this other that can come to educate the imagination through the imposition of language. It is through language that epistemology, that is, human knowledge, is constructed. Therefore, language and imagination are intimately linked in the educational relationship. Imagination is not all there is to the mind. Frye argues that there are three levels of mind: the level of personal consciousness and awareness of the world beyond self; the level of social participation and procedures for how to do or act; and the level of the imagination. Each level employs not a different type of language but a different reason for using language in particular ways. That is, the imaginative mind would use the same words but for different ends than would the social or the personal mind. Frye underscores this point by distinguishing between language use in the arts and in the sciences. Science, he says, explains the world by collecting data about it, then formulating its laws as best it can. Once laws are established, science “moves towards the imagination: it becomes a mental construct, a model of a possible way of interpreting experience.”22 The more that science becomes a mental construct and the less a set of empirical propositions, the more it will use the language of mathematics, “one of the languages of the imagination, along with literature and music.” On the other hand, art, Frye proposes, begins with a mental construct, wholly of our making. Art “starts with the imagination, and then works towards ordinary experience: that is, it tries to make itself as convincing and recognizable as it can.” The final measure of worth of the imagination resides in its products.23 If we choose to reside in our imagination, we remain detached from the outside world. Such a state is not the desired goal of the educational relationship. Education in its manifest form is public and has a public product, an educated person. An educated person can act in and upon the world in worthwhile ways so as to bring understanding to, and exercise influence in that world for its betterment. The imagination in education is not for detachment, although detachment is sometimes a prior and necessary step along the educative road. Rather, imagination is the means of educational engagement—an engagement with the world of values, ideas, actions, and things. THE PEDAGOGY OF THE STORY The three expert teachers practiced a pedagogy which shares its roots with the origins of verbal language ability: the story. Jesus of Nazareth and Zeno 192 DIANNE L. COMMON of Elea told stories of such significance and importance that many of our cultures have been subsequently and profoundly changed. The method, as Kieran Egan has simply and aptly termed it, was teaching as story-telling.24 Zeno of Elea’s riddles were locked in stories. Barton suggests his stories “. . . must be one of the most powerful ruses ever devised by a masterly thinker.”25 In the design of his curriculum, Zeno first determined the riddle and then crafted the story. The most famous of his riddles is found in the old chestnut of the handicap race between Achilles (who has subsequently and unfortunately become a hare) and the tortoise. Told one way, and Achilles is the victor; told (mathematicians would say proven) another way and the tortoise wins. Zeno of Elea became so famed for his stories that his most renowned student, Socrates, came to adopt not only his actual stories but also this pedagogical method as one central feature of his teaching. Perhaps the most famous of all story-tellers is Jesus of Nazareth. His teachings were not impromptu discourses, but in fact stories or parables of particular poetic beauty and simplicity. The imagination of his followers was stimulated by such popular and well-known parables as the “Wise and Foolish Builders,” the “Good Samaritan,” the “Lost Sheep,” the “Prodigal Son,” the “Labourers in the Vineyard,” and the “Sower.” His stories, usually told in pairs, presented his followers with a principle or a rule and then with a way of living or practice that exemplified the rule. A story is a form that embodies some structure of the mind. It is an archetype of human thought. To Harold Rosen, the story is “a primary and irreducible form of human comprehension”26 in that it not only represents but bodies forth patterns toward which human thought is disposed. The words in a story are not arbitrarily selected; they are included only if they contribute to the shaping of the events of the story or the placing of events in context. Words are relative in two ways: first they are relative to each other in their sentence syntax and paragraph sequence; second and as important, they are relative to their place in the story form. As Egan puts it, a story is to be thought of as a “linguistic unit that carries its context around with it.”27 In placing these words in context—setting, character, plot and circumstance—we shape them into events and thus understand their relative importance to the story as a whole. The context determines which words belong and which do not. Stories have the potential to provide some of the conditions for the educational relationship because they unleash the imaginative power of the mind, and harness this power through language. Maxine Greene offers an explanation of how this happens through her theory of poetry as a place for the genuine. Poets, she says, are literalists of the imagination who present for our consideration imaginary gardens with real toads in them.28 Importantly, though, she uses this theoretical construct to show how literature, broadly conceived through its story form, enables both the cognitive and emotional engagement of the students with the curriculum content. Greene’s real toads constitute the cognitive content of stories for teaching. In fact, they comprise EXPERTISE IN TEACHING 193 the cognitive content or text of stories everywhere and for every purpose. The imaginary garden constitutes the emotive content of stories which only comes to life as we engage the cognitive content. The emotive content is not “in” the story, as with the cognitive content. Rather, it is “in” the reader or listener of the story. Henry Aiken also made this point, but he put it this way: “The predominant power of words to arouse, sustain, and project emotion is a function, not of their quality as sounds, but of their meaning.”29 Students’ imaginations are tapped through the inescapable process of reenactment. Stories present in their cognitive content an image of something that, by virtue of the form, is reenacted in the mind. It cannot be otherwise. The educational significance of this resides in the fact that this reenactment can only occur in the imagination. Hence, because of students’ natural compulsions, it is their inescapable obligation to reenact the cognitive content in their imagination. In so doing they unleash the constructive power of their minds. As students go through this imaginative act of reenactment, the story becomes a part of them, which, says Maxine Greene, enables their “release into” the story.30 As the students read or listen, the feelings aroused in them “. . . will magnetize a variety of energies, perceptions, and ideas to be patterned in accord with the form” of the story. As this arousal occurs, the emotive content of the story is developed by each student in individual terms. The emotive content of any story will be different for each and every student, shaped by the uniqueness of each. As their imaginary gardens grow, the engagement of each with the cognitive content becomes richer. Once the students are held fast in the embrace of the garden, then the teacher is able to bring mental discipline to the matters of the real toads through the imposition of language for the purposes of education. To Greene, “the very process of putting the experience into words helps to organize what has been undergone. Once expressed, it becomes a kind of content, a structure which may well give rise to questions never framed before. AN EXAMPLE Some might dismiss this essay’s argument by asking, “who am I to be able to teach like Jesus of Nazareth, Meno of Elea, or Lao Tzu of Ch’U?” The point is that if we understand something about what enabled each of them to be expert pedagogues, to transcend the ordinary, the simply effective, then it is quite possible that some of the extraordinary might grace our own teaching. Imagine a real toad, a topic in almost all science subjects in our schools—the dinosaur. Next, imagine two settings in which an educational relationship is to be created and maintained. In the first instance, there is a grade three teacher and his class of twenty-five eight-year-olds. In the second, there is a grade eleven biology teacher and her class of twenty-nine adolescents. 194 DIANNE L. COMMON The primary grade teacher begins planning by determining that his students are to understand the great struggles among these great beasts as they foraged for food in a time long, long ago. Some dinosaurs ate plants, others animals. Each type of dinosaur had special physical adaptations enabling them to eat certain diets: some had long necks to reach into the tall trees; others had huge hind leg muscles to enable them to chase down their fast moving prey; still others had crops containing grit and sand to assist them to digest their food. The teacher begins to tell a story. The educational relationship begins through the imagination. To stimulate the primary student’s imagination, the teacher introduces a very tiny dinosaur, a Compsognathus, no larger than the size of a small chicken, which is attempting to forage for food in a land of the great, fierce carnivores such as Tyrannosaurs, Allosaurus, and Ceratosaurus. Shattering preconceived notions about dinosaurs as huge as houses will surely cause primary children to wonder. Imagine, a dinosaur they could hold in their hands or even hide in their packs! The teacher has given this little dinosaur a name. She is Boreal, and she is terribly hungry and very, very frightened in a world fraught with danger. Problems abound when Boreal decides when and how to eat safely, and how she might cleverly protect herself from being a dinner rather than having one. This is the plot of the teacher’s story. As the students enter into the story and reenact the days in the life of little Boreal, they create the imaginary gardens of their emotional content. The teacher introduces the appropriate cognitive content to enable the students to understand why Boreal ate plants and was specially adapted to do so, why Allosaurus ate meat and hunted smaller dinosaurs, and how Boreal survived, or perhaps did not, in the complex struggles for survival 180 million years ago. Although the story describes what and how they ate, it is in depth about dominance and subservience and the struggle for survival typical of all life forms. It is a story only in small part about eating; it is fundamentally a story of power and powerlessness, life and death. It has great moral, and therefore cultural, significance. In the second case, the secondary school teacher wants the students to understand there is considerable uncertainty about the accepted scientific claim that dinosaurs were dull in colour. Simply, new research suggests that dinosaurs were avant-garde in their appearance. This in itself should quicken the imagination of fashion-conscious adolescents who would be intrigued to learn that a new theory proposes that dinosaurs were not only very colourful, to the point of gaudy, but were decorated with ornamental bumps and swirls and horny protrusions. She wants them to question the accepted claim of the scientific community that dinosaurs were drab and dull in their camouflage grey. Her end-in-view is to enable her students to understand how scientific knowledge is constructed through the cut and thrust of debate about evidence and the application of the imagination to the findings. EXPERTISE IN TEACHING 195 Because of the students’ age, they could find the situation of a scrappy underdog appealing. So, first, a story of dinosaurs as brightly coloured as skiers on the slopes of the Canadian Rockies. More, a story about a young rebel trying to convince a group of established university professors that this could have been the case! Therefore, the story is also about sculptor Stephen Czerkas,31 a man who without a doctorate and a university position challenges accepted scientific claims about dinosaur skin colour. Through the study of recently discovered pieces of the skin of a carnataur, Czerkas has concluded not only that this animal had been richly coloured, but probably most other dinosaurs had been as well. Not only is Czerkas questioning accepted theories, but in so doing questions the authority of tenured university professors. The teacher’s story is about the development of scientific knowledge. It reveals that the pursuit of scientific truth is not always the idealized activity it is often made out to be. The understandings that the students would develop would touch the very heart and fragile nature of scientific method and the political and moral circumstances in which we struggle to discover the truth. It is a story to enable students to question the limits of their own personal knowledge and that of the research worlds around them. It is an extraordinary story having profound consequence. CONCLUSION I have so far avoided defining expertise since a useful definition depends on some future mapping of its contours, boundaries, elements, and patterns. A lack of definition did not prevent consideration of three expert pedagogues who went beyond the usual, the ordinary, and the customary. We know of these three, Lao Tzu of Ch’u, Zeno of Elea, and Jesus of Nazareth, not because educational researchers were able to draw some significant correlations between process variables and products of student academic achievement, but because of the extraordinary consequences of their teaching. Because of their teachings, their students were able to make a profound difference to their own and the lives of others around them, and to the cultures in which they lived. One conclusion at least is warranted. The proper measure of expertise in teaching is found not in what teachers do, rather in what their students do because of the teaching. This study claims that the essence of expertise resides in the educational relationship between teacher and students, a relationship characterized by at least three qualities not the stuff of contemporary theory. Zeno of Elea, Lao Tzu of Ch’u, and Jesus of Nazareth implemented curricula students deemed to have moral and cultural significance; they centred their teaching in the human imagination; and they practiced their pedagogy through the telling of stories. Their teaching deliberately created an educational relationship characterized by these three interrelated qualities. Through this creation their artistry was displayed and 196 DIANNE L. COMMON because of it, continues to be celebrated. Expert teachers are not born. Rather all who aspire to become expert are born with the ability to learn how to create the necessary characteristics of this educational relationship. When teaching is done with such extraordinary expertise, as it has been done on occasion, it becomes, as Alfred North Whitehead proposed, an enterprise of cosmic significance.32 We Canadians should remember that the most telling indication of any society’s future greatness will be found in the expert pedagogues it nurtures. NOTES 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 David Berliner, “In Pursuit of the Expert Pedagogue,” Educational Researcher, 15 (1986): 5–13. Anthony Barton, “The teaching methods of three famous teachers,” Journal of Educational Administration and Foundations, 2(1) (1986): 4–19. Barton, op. cit., p. 16. Susan Stodolosky, The Subject Matters (Chicago: University of Chicagao Press, 1988). Northrop Frye, The Great Code: The Bible and Literature (Toronto: Academic Press, 1982), p. 91. Ibid., p. 8. Amy Gutmann, Democratic Education (Princeton: Princeton University Press, 1987), p. 14. David Nyberg and Kieran Egan, The Erosion of Education: Socialization and the Schools (New York: Teachers College Press, 1981). Gutmann, op. cit., p. 15. Nyberg and Egan, op. cit., p. 2. Gary D. Fensternacher, “Some Moral Considerations on Teaching as a Profession,” John I. Goodlad, Roger Soder, and Kenneth A. Sirotnik, eds., The Moral Dimension of Teaching (San Francisco: Jossey-Bass, 1990), p. 133. John I. Goodlad, “The Occupation of Teaching in Schools,” in John I. Goodlad, Roger Soder, and Kenneth Sirotnik, eds., The Moral Dimensions of Teaching (San Francisco: Jossey-Bass, 1990), p. 19. Warren A. Nord, “Teaching and Morality: The Knowledge Most Worth Having,” in David D. Dill and associates, What Teachers Need to Know (San Francisco: Jossey Bass, 1990), p. 173. Fenstermacher, op. cit., p. 134. Gilbert Ryle, “Can Virtue Be Taught?” in R.F. Dearden, P.H. Hirst, and R.S. Peters, eds., Education and the Development of Reason, Part 3: Education and Reason (London: Routledge and Kegan Paul, 1975), pp. 46–47. Gutmann, op. cit., p. 14. Ibid. Ibid. Ibid., p. 14. Roger Shepard, “The Imagination of the Scientist,” in Kieran Egan and Dan Nadaner, eds., Imagination and Education (New York: Teachers College Press, 1988). EXPERTISE IN TEACHING 21 22 23 24 25 26 27 28 29 30 31 32 197 Northrop Frye, The Educated Imagination (Toronto: CBC Enterprises, 1963), p. 5. Ibid., p. 6. Sharon Bailin, Achieving Extraordinary Ends: An Essay on Creativity (Dordrecht: Kluwer Academic Publishers, 1988). Kieran Egan, Teaching as Story Telling (London, Ont.: Althouse Press, 1986). Barton, op. cit., p. 11. Harold Rosen, “The Importance of Story,” Language Arts, 63 (1986): 231. Kieran Egan, Primary Understanding (New York: Routledge, 1988), p. 109. Maxine Greene, “Real Toads and Imaginary Gardens,” in Adrian Dupuis, ed., Nature, Aims, and Policy (Urbana: University of Illinois Press, 1970). Henry D. Aiken, “Some Notes Concerning the Aesthetic and the Cognitive,” in M. Philipson, ed., Aesthetics Today (New York: Meridian, 1961). Greene, op. cit., p. 303. Don Lesson, “Skinning the Dinosaur,” Discover, 10(3) (1989): 38–44. Alfred North Whitehead, Essays in Science and Philosophy (New York: Philosophical Library, 1948). Dianne L. Common is dean of Professional Studies, Lakehead University, Thunder Bay, ON, P7B 5E1. Research Notes / Notes de recherche The Gender Composition of the Pool of Prospective School Principals Laverne Smith york university Although about 60% of Canadian teachers are women, women hold only a small minority of decision-making positions in education. For example, only about 16% of school principals are women.1 Three common explanations for this underrepresentation are that women are not interested in holding administrative responsibility, that they are not capable, and that they are not qualified (Haddad, 1987; Nixon, 1987; Rees, 1990; Shakeshaft, 1987). I am concerned to know whether qualified women are available for appointment to positions of educational leadership, and to indicate lines of research that could adequately account for the present situation. The usual research paradigms for explaining “availability” of persons for various occupations come from sociology, social psychology, and psychology (Acker, 1983, 1989; Betz & Fitzgerald, 1987; Bordo, 1986; Eccles, 1986; Gilligan, 1982, 1988; Gottfredson, 1981; Holland, 1985; Kahn & Robbins, 1985; Marini, 1978; O’Brien, 1990; Osipow, 1990; Singer, 1989; Stewart, 1989). Because I am concerned with the social reasons for women’s preferences, and not just with measures of social readiness to accept women (for example, measures of gender mobility in the education hierarchy), my arguments and proposals draw both on psychological and on sociological methods. The 1960s and 1970s saw a revolution of rising expectations and aspirations for women, of changing self-concepts, and of consciousness-raising sisterhood. Was the 1980s the decade of breakthrough for women becoming qualified and beginning to attain middle-management positions? I think that, in fact, many women have obtained the relevant credentials; that there has been a rapid and substantial increase in the proportion of women certified to become school principals; that, in short, women have demonstrated they are ready, willing, able, and qualified to hold positions of administrative responsibility in education in Canada. THE LITERATURE A search of Canadian and American literature identified only a few studies on women’s search for qualifications for promotion. These studies suggest 198 CANADIAN JOURNAL OF EDUCATION 16:2 (1991) RESEARCH NOTES / NOTES DE RECHERCHE 199 there have been substantial increases, particularly in the past decade, in the number and proportion of women in the pool of qualified prospective administrators. Nixon’s (1985) descriptive Canadian study reported an increase in the proportion of woman graduates from Master’s of Educational Administration programs at the University of Alberta: from 9 out of 263 graduates in 1958 through 1970, to 66 of 135 in 1981 to 1984. In their reviews of literature on women in school administration in the United States, Adkison (1981) and Yeakey, Johnston, and Adkison (1986) note an increase in women earning Master’s degrees in Educational Administration: from 8% in the late 1960s to 29% in the mid-1970s. At the same time, the proportion of doctorates in Educational Administration earned by women rose from 6% to 20%. Although “women have traditionally not been found in administrative training programs” (Shakeshaft, 1987, p. 128), our limited information shows a recent and substantial increase in the number and proportion of women in the pool of qualified prospective school administrators. How rapid and extensive is this change in Canada, and is it affecting elementary and secondary levels differently? Since this important area of policy research has long been of concern and yet very neglected, these articles are valuable for having begun to identify and discuss the issue of prospective woman administrators’ credentials. However, they merely whet our appetite for research that goes beyond descriptive summaries of some facets of eligibility. They suggest questions about whether credentialling systems and requirements are similar across Canada and whether there have been changes in the proportion of women obtaining certification. They also invite more analytic investigations that would offer and test alternative explanations for their data. Further, many studies and speculations in the area of occupational mobility rest heavily on psychological factors such as candidates’ motivation and aspirations, and focus on gender differences. Clearly, this approach should be complemented by better descriptions and interpretations of women’s own experiences and perspectives, and by analyses of differences among women themselves. As well, more sociological considerations should lead to examination of how such external factors as organizational structures, opportunity, normative expectations, and the power of various political interests affect individuals’ mobility, aspirations, and career choices. PROVINCIAL QUALIFICATIONS FOR SCHOOL PRINCIPALSHIP In Canada, two main patterns characterize requirements for holding a principalship. Some provinces require formal credentials. However, in most jurisdictions there are no province-wide certificate requirements, but rather a loosely defined set of preferred characteristics. These provinces, and especially their large school boards, prefer candidates who hold Master’s degrees, particularly in Educational Administration; yet, even in these 200 RESEARCH NOTES / NOTES DE RECHERCHE boards, principalships may be held without specialized advanced credentials.2 The different patterns invite numerous questions. One set concerns why, historically, these different patterns emerged. Did they arise from different political cultures or traditions, with more or less formalistic emphases? Has size of the province, degree of urbanization, or internal mobility had any effect? Did adoption of the more formal credentialled approach stem from or serve the political interests of the government bureaucracy or university community by giving them more control over certification? Is the more formal approach, such as Ontario’s, symptomatic of excessive fascination with credentialism and other trappings of “rational bureaucracy” (Weber, 1947), or is it part of an effort to break up “the old boys’ network” to women’s benefit? Research in historical anthropology, the politics of administration, and the like would be useful in examining these and related jurisdictional differences. A related facet of these historical/political questions, within either the more formal or informal structures, is how the criteria for eligibility or relevance are established. Through what political processes is policy in this area set, and whose interests are served? Another set of questions concerns the effects of these different structures. For example, does a more informal, vague, or open-ended structure encourage or discourage women from seeking administrative credentials and opportunities? In addition to comparing quantitatively women’s participation in certification programs in two types of jurisdictions, one would have to explore qualitatively their perceptions and attitudes. One might ask if “old boys’ networks” function more effectively in more informal structures, whereas formal certification, such as Ontario’s, is perceived as less subjective, and in turn encourages women to aspire to move—with confidence they will be treated more fairly. Data from two provinces without formal principal’s certification requirements (Alberta and British Columbia) indicate a substantial increase in the proportion of females to males attaining Master’s degrees in educational administration. In Alberta, female graduates have increased from 4% to almost 50% in the past fifteen years (Nixon, 1985). Their proportion has risen similarly in British Columbia.3 For example, in 1981, 2,627 teachers held Master’s degrees relevant to administrative positions, of whom 626 or 24% were female. By 1987, 3,455 continuing teachers held such Master’s degrees, of whom 1,042 or 30% were female. Of 828 new holders of such Master’s, 416 were women—slightly over 50%. In Manitoba, New Brunswick, and Ontario, government regulations require special certification through formal courses for the principalship. In New Brunswick, the proportion of female candidates obtaining principal’s certification increased from about 10% in the early 1970s to about 40% in recent years.4 Ontario has also experienced a dramatic increase in the percentage of women obtaining certification for principalships: from about 7% of the graduating cohorts in the early 1970s to about 45% in the mid- RESEARCH NOTES / NOTES DE RECHERCHE 201 1980s.5 Further, as Figure 1 indicates, the number of women obtaining Ontario certification has risen from about 38 per year in the late 1960s to over ten times that number in recent years. Various factors likely helped to bring about these dramatic changes; they include the presence in the teaching force of women who have been socialized into less traditional conceptions of gender roles and have strong self-concepts and rising aspirations, particularly those associated with feminist movements and general cultural changes towards a more egalitarian ideology (Reich & LaFountaine, 1982; Smith, 1988; Yeakey, Johnston, & Adkison, 1986). Other factors to investigate would include the increased presence on school boards of woman trustees who may have helped create more opportunities for promotion of women; the increased sensitivity of government to the political desirability of affirmative action; and the elimination of Ontario’s quota system,6 which served as a rigorous filter controlled by male-dominated decision-making bodies (Smith, 1987). Continuing with the extensive Ontario data, the under-representation of women at the secondary level suggests disaggregation by level could reveal even more substantial gains by women at the elementary level. In the period 1985–1987, an average of 53% of elementary-level candidates receiving principal’s certification were female (up from 30% in 1979–1981). This contrasts with 32% female at the secondary level (up from 14% in the earlier period). The difference suggests female elementary teachers more actively seek principal’s certification than do secondary teachers. However, the proportion of female secondary teachers obtaining principal’s certification closely approximates the proportion of women teaching at the secondary level, whereas the proportion of female elementary principals is substantially below the proportion of women teaching at the elementary level. 202 RESEARCH NOTES / NOTES DE RECHERCHE Further research should attempt to account for this difference. Perhaps there are contrasts between the interests and career aspirations of secondary and those of elementary female teachers. Still another set of explanations might arise from the different administrative structures of secondary schools that allow more opportunities (such as department headships) for women to be socialized through anticipatory administrative experiences. Although more females now obtain administrative certification, one might ask if they form a “weak” part of the pool of prospective principals. Have they less administrative experience? Some preliminary data are available from one Ontario institution’s (York University’s) first graduating cohort of 341 candidates in spring 1983. I initially sorted candidates into two categories based on their statements of their positions: (1) classroom teachers and (2) those holding positions that afford relevant administrative experience (department head, vice principal, consultant, and resource teacher). Administrative responsibilities were reported by 67 of 114 (59%) of the woman candidates and 136 of 227 (60%) of the men. Of course, one should be cautious about generalizing from this particular group. For example, the data do not indicate how many years candidates have held these or other positions. Nevertheless, the data do not indicate that female candidates form a less experienced part of the pool of prospective principals. We require further research on the extent and depth of experience women find relevant. Given the scarcity of women in more senior administrative positions, it is likely many have been stalled or “bottled up” at more junior administrative levels. Examination of their backgrounds may not support the common assumption that women’s experiences are less extensive than men’s. CONCLUSION Many questions remain. Is the pattern of women’s increasing eligibility essentially the same in other jurisdictions and professions in Canada and beyond? Are there comparable changes in eligibility for senior management positions? If there are differences among jurisdictions, what factors account for them? For example, do different certification requirements or the linkage of certification to university programmes affect the proportion of women who obtain qualifications or actual positions? What is(are) women’s pattern(s) over time and across jurisdictions of movement into positions of additional responsibility? Do more formal certification requirements involve more objective criteria and therefore facilitate gender equity? How does the phenomenon of women increasingly obtaining relevant certification and positions in educational administration compare with their progress in other professions? Is education at the forefront? If so, why? RESEARCH NOTES / NOTES DE RECHERCHE 203 My data are preliminary, yet they show major changes over the past decade, especially in the gender composition of those qualified for educational leadership in schools. Many more women are obtaining qualifications required or preferred for key middle-management positions in schools, and a much larger proportion of those being qualified are female. In jurisdictions across Canada where data are available, the proportion of female candidates eligible for principalships has changed dramatically: from less than one tenth in the early 1970s, to between one third and one half now. Clearly, fundamental and far-reaching social change is affecting aspirations, expectations, and qualifications for educational leadership. NOTES 1 2 3 4 5 6 See Statistics Canada (1988) for cross-Canada data on the teaching profession and administrative positions. For detailed data on one province, see Federation of Women Teachers’ Association of Ontario (1987). For additional data and further discussion, see MacLeod (1988), Porat (1985), Rees (1990), and Swiderski (1988). Confirmed in communications from government officials in these provinces and territories. David A. Sutherland of the Systems Services Branch of the British Columbia Ministry of Education provided these data. Kevin McCluskey of the Teacher Certification Evaluation Branch of the New Brunswick Ministry of Education provided these data. Ms. Sherron Hibbitt, formerly Manager, Registrar Services, Professional Development Branch, Ontario Ministry of Education and Ms. Shirley Robb, Senior Clerk, Principals/Supervisory Officers Program of the Ontario Ministry of Education made available these data. Until 1981, entry to Ontario’s principal certification courses was based on nomination by candidates’ school boards. Each school board was allotted a quota (based on sized) of attendees annually. Under this system, few female candidates were nominated and thereby allowed to acquire the necessary credentials for line authority positions. REFERENCES Acker, S. (1983). Women and teaching: A semi-detached sociology of a semiprofession. In S. Walker & L. Barton (Eds.), Gender, class and education (pp. 123–139). Sussex, UK: Falmer Press. Acker, S. (Ed.) (1989). Teachers, gender and careers. Sussex, UK: Falmer Press. Adkison, J.A. (1981). Women in school administration: A review of the research. Review of Educational Research, 51, 311–443. Betz, N.E., & Fitzgerald, L.F. (1987). The career psychology of women. Orlando, FL: Academic Press. Bordo, S. (1986). The Cartesian masculinization of thought. Signs: Journal of Women in Culture and Society, 11, 439–456. Eccles, J. (1986). Gender-roles and women’s achievement. Educational Researcher, 15(6), 15–19. Federation of Women Teachers’ Association of Ontario. (1987). Affirmative 204 RESEARCH NOTES / NOTES DE RECHERCHE action report 1987. Toronto: Federation of Women Teachers’ Association of Ontario. Gilligan, C. (1982). In a different voice: Psychological theory and women’s development. Cambridge: Harvard University Press. Gilligan, C. (1988). Mapping the moral domain: A contribution of women’s thinking to psychological theory and education. Cambridge: Harvard University Press. Gottfredson, L. (1981). Circumscription and compromise: A developmental theory of occupational aspirations [Monograph]. Journal of Counselling Psychology, 28, 545–579. Haddad, J. (1987). Women in educational administration in Saskatchewan: Lack of career commitment or an internally segregated profession. Unpublished paper for the Women in Education Advisory Committee of the Saskatchewan Teachers’ Federation. Holland, J. (1985). Making vocational choices: A theory of personalities and work environments. Englewood-Cliffs, NJ: Prentice Hall. Kahn, E., & Robbins, L. (1985) Social-psychological issues in sex discrimination. Journal of Social Issues, 41(4), 135–154. Macleod, L. (1988). Progress as paradox: A profile of women teachers. Ottawa: Canadian Teachers’ Federation. Marini, M. (1978). Sex differences in the determination of adolescent aspirations: A review of the research. Sex Roles, 10, 723–753. Nixon, M. (1985). Women in administration: Is it wishful thinking? Alberta Teachers’ Association Magazine, 65(4), 4–8. Nixon, M. (1987). Few women in school administration: Some explanations. Journal of Educational Thought, 21, 63–69. O’Brien, M. 1981. Political ideology and patriarchal education. In F. Forman et al. (Eds.), Feminism and education in Canada (pp. 3–26). Toronto: Centre for Women’s Studies in Education. Ontario Ministry of Education. (1988). Education Statistics, Ontario, 1986. Toronto: Queen’s Printer. Osipow, S.H. (1990). Convergence in theories of career choice and development: Review and prospect, Journal of Vocational Behaviour, 36, 122–131. Porat, K.L. (1985). The woman in the principal’s chair in Canada. Phi Delta Kappan, 67, 297–301. Rees, R. (1990). Women and men in education. Toronto: Canadian Education Association. Reich, C., & LaFountaine, H. (1982). The effects of sex on careers in education. Canadian Journal of Education, 7(2), 64–84. Shakeshaft, C. (1987). Women in educational administration. Newbury Park, CA: Sage. Shakeshaft, C. (1989). The gender gap in research in educational administration. Educational Administration Quarterly, 25, 324–337. Singer, M. (1989). Individual differences in leadership aspirations: An exploratory study from valence, self-efficacy and attribution perspectives. Journal of Social Behaviour and Personality, 4, 253–262. Smith, D. (1987). An analysis of ideological structures and how women are excluded: Considerations for academic women. In J.S. Gaskell & A.T. McLaren (Eds.), Women and education: A Canadian perspective (pp. 241–264). Calgary: Detselig. RESEARCH NOTES / NOTES DE RECHERCHE 205 Smith, L. (1988). Social justice and school administration: An agenda for our future. Journal of Educational Thought, 22, 228–233. Statistics Canada. (1988). Education Statistics Bulletin, 10(8), 1–7. Stewart, E., Hutchinson, N., Hemingway, P., & Bessai, F. (1989). The effects of student gender, race, and achievement on career exploration advice given by Canadian pre-service teachers. Sex Roles, 21, 247–262. Swiderski, W. (1988). Problems faced by women in gaining access to administrative positions in education. Education Canada, 28(3), 24–31. Weber, M. (1947). The theory of social and economic organization (A. Henderson & T. Parsons, Trans.). New York: Oxford University Press. Yeakey, C., Johnston, C., & Adkison, J. (1986). In pursuit of excellence: A review of research on minorities and women in educational administration. Educational Administration Quarterly, 22, 110–149. Critical-Interpretive Explorations of Innovative Language Arts Practices at the Elementary School Level* David W. Jardine James C. Field university of calgary We recently undertook to explore problematic features of the practice of “whole language instruction” as elementary school teachers saw them. We were interested in work identifying a broad-based cultural malaise (for example, Lasch, 1979; MacPherson, 1962; Smith, 1988, 1990), work that may illuminate recent “dis-eases” about innovative language arts practices at the elementary school level. Although British Columbia’s Year 2000 (1989) and a recent NCTE document (Suhor, 1988) show acceptance of holistic and child-centred notions of pedagogy, other work on language instruction shows increasing dis-ease with teaching practices and student activities named, often inappropriately, “whole language.” The NCTE document expressed concern with the “basal-ization of whole language.” Scibior (1987) discussed the “band wagon” character of this approach, worrying about its uncritical acceptance. Smith (1988) described the often unbridled enthusiasm of such language instruction, and its easy assimilation to such consumeristic notions as “customer satisfaction,” in which children are encouraged to be relentlessly “happy” about writing. O’Reilley (1989) struggles with the issue of language instruction as a form of “emancipation” and considers the extent to which this view is pedagogically responsible. Mitchell and Cheverie (1989) show how emphasis on “fluency” can unwittingly create ethical dilemmas about the teacher’s authority to demand of students that they write about what deeply interests them. Walmsley and Walp (1990) and Mosenthal (1989) point out the unrealistic demands placed on teachers’ time, interest, and energy. Walmsley and Walp also discuss the political naïvete of encouraging what Smith (1988) called “self-annunciation” in “whole language” instruction promoting *The co-investigators gratefully acknowledge funding of this study by the Social Sciences and Humanities Research Council of Canada (grant #410-91-586). 206 CANADIAN JOURNAL OF EDUCATION 16:2 (1991) RESEARCH NOTES / NOTES DE RECHERCHE 207 “getting children to just write.” Willinsky (1990) details the potential violations involved in forcing writing, often a private activity, to be a public act. We end up with a bizarre sort of “public privacy” and a language to accompany it, rife with often uncritically formulated terms such as “authorship,” “empowerment,” “voice,” “ownership,” “personal knowledge,” and the like. We suspect that, under the honourable intent of removing oppressive notions of “authority” in language instruction (the strict formalism of grammar lessons or worksheets, prescribed “correct” interpretations of a particular text), language is in danger of losing altogether its integrity and its formative power. One hypothesis of our study is that emerging problems with whole language practice are indicative of a more broadly based cultural malaise. “Whole language” can be (mis)interpreted as implying a sort of “possessive individualism” (MacPherson, 1962) and self-absorption, severed from any “community of conversation” (Gadamer, 1982) in which language may count as a lived reality. In theory, “whole language” resists this sort of severance by encouraging children to “connect” with what they write. In practice, such connections veer dangerously close to creating an isolated sense of “ownership” with no strong sense of a community of conversation other than the individual writer “sharing” what he or she has produced. Moreover, notions of “ownership” and “personal voice” produce an image of language that glosses over issues of privacy and confidentiality. Unobstructed—in fact, often required—access to “what the student deeply wishes to write about” has built in a potential violation. We have found that this requirement may force young “authors” to protect themselves from revealing too much, or leave them vulnerable. The result can be disengagement from the creative potencies of language. Paradoxically, it is precisely an engagement of language as personally/publicly formative that lies at the core of the new approaches to language education. By forcing it into the open as a mandated feature of the language arts curriculum, we may unwittingly forfeit just such engagement. The co-investigators in this study are two university-based researchers and four elementary school teachers (grades 4 and 5). We are pursuing an “interactive/collaborative process that focuses on theoretical and practical aspects of education [and] ensures the deliberate integration of practice and theory” (Inquiry, 1988, p. 3). Our study “acknowledges the expertise of all associated parties” (p. 4) and thus designates all concerned parties as full co-investigators. This is consistent with an interpretive approach to educational inquiry. Our work aims to break down the distinction between investigator (usually taken to be the university researcher) and investigated (the teacher as “participant” rather than “co-investigator”). We begin with the interpretive assumption that the issues discussed involve us all. As practitioners of 208 RESEARCH NOTES / NOTES DE RECHERCHE student-teacher education, the university-based investigators are engaged by the very issues that our school-based co-investigators confront. Over the three-year course of this study, the six co-investigators will conduct monthly reflexive conversations (Dexter, 1970) of approximately two hours each. This type of reflexive conversation is referred to as “deep” (Schatzman & Strauss, 1973) or “intensive” (Mishler, 1986). Once the broad context of the project topic is established, questions and issues to be explored will come from the conversations. Similar methodology in sociology (Blumer, 1989), in medicine (Mishler, 1986), and in education has helped discover the images practitioners have of their practice (Clandinin, 1986). The approach is marked by “give and take” dialogue and exploration of collective sense-making. The procedure is summarized and presented below in condensed form: 1. An exploratory conversation is conducted, where the six co-investigators discuss the problematic situations or “messes” (Schon, 1983) they confront in their daily use of innovative language arts practices. 2. This and ensuing conversations are recorded and transcribed, and transcripts are circulated to all participants. Each investigator identifies important “themes” in the text and prepares a summary. 3. These texts form the backdrop for the next conversation. Other texts (for example, research articles or work produced by the participants) relevant to the unfolding issues are introduced into the conversation. 4. Because these conversations are potentially sensitive, strict precautions are been taken to protect the school-based investigators. We believe our work has hit upon a connection between recently expressed dis-eases with whole language instruction and work on the broadbased cultural malaise called “possessive individualism.” If this connection is borne out, we believe it is not enough to attempt “surface repairs” on whole language arts practices, as if the current dis-eases with those practices were simply problems of “incorrect application.” Rather, the full contours of this connection and its implications must be made explicit. Our aim in this explication is not to suggest a reactionary reversion to previous language arts practices. Rather, our aim is to salvage what we consider to be the full potency of whole language instruction from potentially distorting mis-interpretations. REFERENCES Blumer, H. (1969). Symbolic interactionism. Englewood Cliffs, NJ: Prentice-Hall. Clandinin, J. (1986). Classroom practice: Teacher images in action. Philadelphia: Falmer Press. Dexter, L. (1970). Elite and specialized interviewing. Evanston: Northwestern University Press. RESEARCH NOTES / NOTES DE RECHERCHE 209 Gadamer, H.G. (1982). Reason in the age of science. New York: Harper and Row. Inquiry into teaching and learning: U.E.S. and Faculty of Education collaboration. Produced by the U.E.S./Faculty of Education Liaison Committee, 19 January 1988. Lasch, Christopher. (1979). The culture of narcissism. New York: Norton. MacPherson, C. (1962). The political theory of possessive individualism. London: Oxford. Ministry of Education, British Columbia. (1989). Year 2000. Victoria: Province of British Columbia, Educational Programs. Mishler, E. (1986). Research interviewing. Cambridge: Harvard University Press. Mitchell, C., & Cheverie, A. (1989). “Now that we’ve got them writing . . .”: Addressing issues of ethics, aesthetics, taste and sensibility within the content of student writing. Reading-Canada-Lecture, 7, 180–190. Mosenthal, P. (1989). The whole language approach: Teachers between a rock and a hard place. The Reading Teacher, 42, 628–629. O’Reilley, M. (1989). “Exterminate the brutes”—And other things that go wrong in student-centered teaching. College English, 51, 142–146. Schon, D. (1983). The reflective practitioner. New York: Basic Books. Schatzman, L., & Strauss, A. (1973). Field research: Strategies for a natural sociology. Englewood Cliffs, NJ: Prentice-Hall. Scibior, O. (1987). Resistance to whole language: Reactionary or healthy? Reading-Canada-Lecture, 5, 183–186. Smith, D. (1988). On being critical about language: The critical theory tradition and implications for language education. Reading-Canada-Lecture, 6, 243– 248. Smith, D. (1990, June). Modernism, hyperliteracy and the colonization of the word. Presented at the tenth invitational conference of the Canadian Association of Curriculum Studies, Lethbridge, Alberta. Suhor, C. (1988). NCTE position statement. Walmsley, S., & Walp, T. (1990). Integrating literature and composing into the language arts curriculum: Philosophy and practice. Elementary School Journal, 90, 251–274. Willinsky, J. (1990). The new literacy. New York: Routledge & Kegan Paul. Educators’ Perspectives on Assessment: Tensions, Contradictions and Dilemmas James C. Field university of calgary BACKGROUND AND RATIONALE Researchers and teachers have both vigorously pursued and violently condemned the search for an “objective measure” of reading ability since at least the early part of this century (Johnston, 1984, 1988; Resnick, 1982). That search has distracted us from understanding the subtle, yet profound influence of human consciousness and social conditions on both the procedures and artifacts of reading assessment (Johnston, 1984; Madaus, 1986; Shulman, 1986). My research is about beliefs, values, and assumptions that have enjoyed “uncritical privileging” in reading assessment. It examines the orientations of seventeen educators, from teachers through Ministry of Education officials, and the circumstances that have helped shape the construction, administration, and interpretation of reading assessments in the elementary public school system of British Columbia. The sociological discipline of symbolic interactionism provides the construct of perspective (Becker, Geer, Hughes, & Strauss, 1961; Janesick, 1977; Mead, 1934) to characterize “where” the educators in this study “stand and assess from.” It uses the construct of a negotiated order (Hall, 1987; Strauss, 1978) to view the situated activity of these people and to study the social forces that helped shape their points of view. I wish better to understand the dynamic nature of assessment as a social-psychological phenomenon. QUESTIONS The following questions guided analysis and defined the limits of the study: 1. What beliefs, values, and actions constitute the various perspectives toward reading assessment? 2. Are there commonly held perspectives, or common elements of different perspectives? 3. What are the forces, both inter- and intrapersonal, that shape the perspectives held? 210 CANADIAN JOURNAL OF EDUCATION 16:2 (1991) RESEARCH NOTES/ NOTES DE RECHERCHE 211 4. Is there a historical precedent for the various perspectives, their elements, and the forces that shape them? METHODOLOGY Participants in this study worked in elementary schools, district offices, and the Ministry of Education; they included teachers, principals, supervisory personnel, school board members, and Ministry officials. Each of the seventeen participants was interviewed between one and seven times, for a total of fifty-five interviews. Of these, forty-two were transcribed completely. These texts, as well as primary and secondary documents, were examined for the symbols people used; the norms, values, and imperatives they attended to; the assumptions they tactily accepted; and the conflicts, contradictions, and ambiguities they had to negotiate in carrying out their responsibilities in assessing students in an institutional setting. RESULTS AND IMPLICATIONS I present here general themes running through the data, without accompanying quotes and extended explanations. Preliminary analysis reveals that assessment as a social-psychological phenomenon is fraught with tensions, contradictions, and dilemmas that cannot be solved or eliminated simply through application of technicalrational thinking or scientific procedure. THE MILIEU In the social or macro-order, the forces affecting participants’ perspectives were: constant change; uncertainty and ambiguity; the existence of multiple, often conflicting perspectives; prevalence of weak communication links between the various contexts of situated activity (classrooms, schools, and districts); and historically produced and embedded conventions for “doing” assessment. At the macro-order level, there are few constraints on the pluralism inherent in education. There are a multiplicity of assessment frameworks; there is also a general lack of agreement about which criteria should be used to judge growth and ability in reading in the elementary school. Despite a common symbol system—that is, letter grades and standard phrases such as “working at [or above, or below] grade level”—and standardized reporting procedures, the meaning attached to these signs varies considerably between classrooms, schools, and districts. The exception to this general state of affairs came at individual school sites, where ambiguity and discord were held at arm’s length, and negotiation of “what counts” was tightly constrained by formulation of and adherence to assessment programs built around a core of standardized tests. 212 RESEARCH NOTES / NOTES DE RECHERCHE PERSPECTIVES EMBEDDED IN THE MILIEU Three fundamental perspectives appear thus far in the data. The participants hold two, the population of students and parents having a direct stake in the products of assessment hold the other. The orientations stem from practitioners’ beliefs about the nature of knowledge, the nature of individuals and their development, and the relationship between individuals and society. By far the most pervasive and widely held perspective is the rationalanalytic. Participants holding this view value impartiality, certainty (as “number”), scientific expertise, uniform procedure, and analysis that reduces complex social-psychological “wholes” into separate independent elements. Problems in assessment are problems of methodology. The answers lie in devising, implementing, and rigorously adhering to a set of procedures that will best serve the management of social affairs: allocating grades, classifying students, selecting them into groups, matching them with resources, or “fixing up” their deficiencies. The value of assessment derives from its utility in gathering and using information to make value-free decisions. The less pervasive orientation, which is intuitive-wholistic, is largely in reaction to the rational-analytic. Persons having this perspective value their connection to their students. They believe their judgments’ authority is based in this personal connection. They rely more on common sense, intuition, insight, and the ability to talk with, listen to, and observe children than on standardized procedure. The third perspective, present among students and parents, has been termed consumeristic by Broadfoot (1984). Parents and students are less interested in assessment procedures than in outcomes. In this view, assessment provides the “hard currency” of the system: letter grades and their equivalents. Marks are like “capital”: they are “earned,” to be “saved” and used to “purchase” scarce but highly valued places in the social order. Value is placed on “finding out what counts,” and then acting accordingly. Competition, independent achievement, and accumulation of private “wealth” are valued. Whereas the first orientation places value on method and precision, and the second a sense of community, the third presumes “possessive individualism” (McPherson, 1962). PRELIMINARY FINDINGS: DILEMMAS AND CONTRADICTIONS EMBEDDED IN THE PERSPECTIVES On the underside of these perspectives and social conditions are dilemmas and contradictions participants find to be inescapable aspects of assessment. Preliminary analysis of the transcripts revealed the following “tensions”: 1. Teachers are expected to be accurate in their judgments of something unavailable for direct observation, and not yet fully understood. 2. They are consequently compelled to be clear, unbiased, and comprehensive in their description of a phenomenon that has yet to be adequately described, using a language laced with values and ambiguity. RESEARCH NOTES/ NOTES DE RECHERCHE 213 3. They must write their judgments, and in doing so inadvertently fix and stabilize something known for its emergent, unstable nature. 4. They are expected to know the way in advance, when in essence they must “muddle through” and risk trial and error. 5. They are expected to be honest and forthright, but must not shake confidence or create self-fulfilling prophesies or false hope leading to surprise. 6. They must take personal responsibility for performances that are largely beyond their control, and for a history of collective activity to which they are not party. This study is innovative in dealing not with available techniques or methods of assessment, but rather with what lies underneath or behind them. Inherent in such techniques are disparate and discordant perspectives that give rise to tensions and contradictions often overlooked in research on assessment. By conducting conversations with educationists immersed in problematic situations of assessment, this study has discovered unresolved tensions and contradictions that in past were thought resolveable through the invention and implementation of “new and improved” methods. By taking these tensions and contradictions seriously as unresolveable features of the human phenomenon of assessment, this study makes possible a more realistic starting point for deliberations about the nature of assessment in the public school system. Possibilities for future research include investigating children’s investments in assessment, thereby perhaps striking a better balance between the powerful (those who conduct the assessments) and the powerless (those who are assessed) (Broadfoot, 1984). REFERENCES Becker, H.S., Geer, B. Hughes, E., & Strauss, A. (1961). Boys in white. Chicago: University of Chicago Press. Broadfoot, P. (1984). Selection, certification and control: Social issues in educational assessment. New York: Falmer Press. Broadfoot, P. (1979). Assessment, schools and society. London: Methuen. Farr, R., & Carey, R. (1986). Reading: What can be measured? Newark: IRA. Hall, P. (1987). Interactionism and the study of social organization. Sociological Quarterly, 28, 1–22. Janesick, V. (1977). An ethnographic study of a teacher’s classroom perspective. Unpublished doctoral dissertation, Michigan State University, East Lansing. Johnston, P. (1988, July). Constructive evaluation and the improvement of teaching and learning. Paper presented at the International Symposium of Language and Learning, Brisbane, Queensland, Australia. Johnston, P. (1984). Assessment in reading. In P.D. Pearson, R. Barr, M. Kamil, & P. Mosenthal (Eds.), Handbook of reading research (pp. 147–182). New York: Longman. Madaus, G. (1986). The perils and promises of new tests and new technologies: Dick and Jane and the great analytical engine. In The redesign of testing in 214 RESEARCH NOTES / NOTES DE RECHERCHE the 21st century: Proceedings of the 1985 ETS Invitational Conference (pp. 11–21). Princeton: ETS. McLean, L. (1985). The craft of student evaluation in Canada. Toronto: Canadian Educational Association. McPherson, C. (1962). The political theory of possessive individualism. Oxford: Clarendon Press. Mead, G. (1934). Mind, self and society. Chicago: University of Chicago Press. Resnick, D. (1982). Educational policy and the applied historian: Testing competency and standards. Journal of Social History, 4, 539–559. Shulman, L. (1986). Paradigms and research programs in the study of teaching: A contemporary perspective. In M. Wittrock (Ed.), Handbook of Research on Teaching (3rd. ed.) (pp. 3–49). New York: Macmillan. Strauss, A. (1978). Negotiations. San Francisco: Jossey-Bass. Discussion Notes / Débat The Anatomy of Curricular Integration* Roland Case simon fraser university Integration has long been a fact of educational life—more accurately, it is an unavoidable feature of educators’ work. Any intentional uniting or meshing of discrete elements or features constitutes some form of integration. The very act of learning typically involves integration—new beliefs are filtered through and connected to the individual’s prior beliefs. Despite its ubiquity, educational debate about integration has been contentious, but not contentious about its merits. Who would want learning to be fragmented? Rather, the polemics are rooted in ambiguous and loose conceptions of what is intended (Dressel, 1958, pp. 7–8; Jacobs, 1989, p. 6).1 There are, beginning with Plato, countless ways integration occurs in education. We educators should be explicit about the varieties of integration we recommend. I wish to anatomize the amorphous notion of integration, identifying factors educators should consider when deciding about curricular integration. More specifically, I examine eight formal components of integration: domain, form (including elements), dimension, objective, mode, locus, coherence, and degree. By defining and explaining these components, and by pointing out implications of the distinctions among them, I hope to facilitate discussion of and planning for curricular integration. Finally, I offer a brief prognosis of the current interest in curricular integration. DOMAINS OF INTEGRATION The “domain” of integration is the broadest category of components of integration, that is, the general field of human or natural endeavour wherein integration occurs. Integration, the uniting of discrete elements into a whole, occurs in such varied fields as economics (for example, integrated econ- * This paper forms a part of a larger research initiative on curricular integration in the Tri-University Integration Project (Simon Fraser University, University of British Columbia, and University of Victoria) supported by the Ministry of Education, Province of British Columbia. 215 CANADIAN JOURNAL OF EDUCATION 16:2 (1991) 216 DISCUSSION NOTES / DÉBAT omies), electronics (for example, integrated circuits), and sociology (for example, integrated communities), and may divide further into subdomains. In education two obvious subdomains are integration of classrooms or schools and curricular integration. Classroom (or school) integration refers to ways of constituting class (or school) membership so that segregation along certain lines is reduced or eliminated. Thus proponents of “mainstreaming” seek to integrate students with physical and/or intellectual disabilities into “regular” classrooms. However, classroom integration can occur along many other lines: gender, race, nationality, socioeconomic background, personality type, behavioral disposition, personal interests, and so on. Integration along each of these lines would be a different form of classroom integration. This paper’s central concern is curricular integration. It emphasizes the dynamics of integration of educational goals, content, methods, and procedures. I mean both the formal (or planned) curriculum—the learning experiences educators intend, and the informal (or hidden) curriculum—the experiences inside and outside the classroom that determine what students actually learn from schooling. FORMS OF INTEGRATION The elements to be united determine the “form” of integration. For example, mainstreaming is distinguished from another form of classroom integration, say that of racial integration, by virtue of the elements each integrates. Integration of the former brings together students with differing abilities; the latter brings together students with differing racial backgrounds. Among forms of curricular integration are suggested: (a) integration of content; (b) integration of skills and processes; (c) integration of school and self; and (d) holistic integration. Educational outcomes are frequently divided into “content” and “process” outcomes (Brandt, 1988, pp. 3–4). Loosely defined, content refers to propositional knowledge—the substantive beliefs and understandings that educators hope to foster. Processes or skills refer to procedural knowledge—the methodological strategies and abilities that educators hope to foster. Learning about the customs of another culture would qualify as educational content; learning how to conduct interviews (that is, learning “the interview process”) would qualify as a skill. Integration of content means connecting the understandings promoted within and among different subject areas or disciplines. For example, a course on environmental problems might integrate information from biology, geology, economics, and cultural anthropology. Integration of skills and processes refers to so-called generic skills and processes. The call to “teach reading and writing in the content areas” is an example of integrating reading and writing “skills” into subjects such as social studies and science. The defining elements of this form of integration are generic skills and DISCUSSION NOTES / DÉBAT 217 processes. The defining elements of the integration of curricular content are the discrete understandings and “pieces” of information we want students to acquire. Another form of integration, what I call integration of school and self, refers to the integration of what students study in school (both “content” and “processes”) with students’ concerns, desires, needs, queries, aspirations, dilemmas, and so on. The discrete elements of this form of integration are aspects of school curriculum, and “things” that students care about. For example, showing students how they might use geometry in pursuing their outside interests would be an attempt to integrate school and self. Finally, holistic integration refers to the integration of all further schoolrelated experiences not expressly identified in the other forms of curricular integration. Elements of this form of integration include formal and informal practices, routines, methods, rules, and school-based influences on students’ learning. Historically, calls for this form of integration arose most often in religious education or political indoctrination (Badley, 1986, p. 75). Proponents of an integrated Christian education, for example, would wish all school influences, including teacher role models and latent messages communicated on the sports field, to support Christian ideals. More generally, writers on the hidden curriculum argue for this form of integration. For instance, although teachers verbally affirm the importance of teaching critical thinking, many teacher-made tests mainly require recall of factual information. The tacit message of such assessment practices powerfully affects what students regard as important. More recently, it has been suggested that the traditional high school timetable, where students are shunted among five or six different teachers every day, impedes student learning (Jacobs, 1989, p. 15). DIMENSIONS OF INTEGRATION Tyler’s notion of horizontal and vertical relationships in the curriculum suggests a further distinction significant to integration: When we examine the relationship between the experiences provided in fourthgrade arithmetic and in fifth-grade arithmetic we are considering the vertical organization, whereas when we consider the relationship between the experiences in fourth-grade arithmetic and fourth-grade social studies, or between the experiences in fourth-grade arithmetic and the fourth-grader’s learning experiences outside of school, we are considering the horizontal organization of learning experiences. (Tyler, 1958, p. 107) This spatial metaphor suggests that the previously discussed forms of curricular integration operate on two temporal dimensions: integration at any given time, and integration over time. There may be important consequences to emphasizing one dimension of integration of whatever form at the 218 DISCUSSION NOTES / DÉBAT expense of integration along the other dimension. Consider for example content integration. The use of theme-based units in integrating curriculum suggests horizontal integration is the most common dimension of content integration. Ironically, this emphasis may undermine efforts to promote vertical integration of curricular content (Knudsen, 1937, p. 22). If everything in one study unit is closely tied to the theme of, say, bears, and the next unit’s theme is weather, students going from unit to unit may become increasingly confused about the connections among their studies. In other words, increased horizontal content integration may be purchased at the cost of decreased vertical content integration. The integration of school and self raises this same question. Preoccupation with the horizontal dimension—that is, integrating units of study exclusively with students’ current interests, aspirations, and needs—may undermine students’ beliefs about the long-term relevance of schooling. Since many student concerns are of only passing interest and value, we should connect current studies with more enduring student interests. Similarly, successful horizontal holistic integration does not obviate the need for vertical holistic integration. OBJECTIVES OF INTEGRATION Tyler (1958) observed that “the effectiveness of curriculum organization in facilitating integration depends on the extent to which it aids the student in perceiving appropriate relationships” (p. 105), thus emphasizing that curriculum integration is a strategy, not a goal. In planning for curricular integration, we should be clear about our objectives, and have grounds to believe our proposed curriculum reorganization will promote desired objectives. Consider briefly the objectives apparently motivating each form of curricular integration considered above. Four interrelated objectives may justify integrating content: (a) dealing with the complexity of the world; (b) overcoming rigid perceptions of subject boundaries; (c) respecting the seamless web of knowledge; and (d) promoting greater efficiency. The most common motive for content integration is that the world does not completely organize itself according to the disciplines or the traditional school subjects. Many phenomena cannot be adequately understood solely from one disciplinary perspective. To take a contemporary example, to fully understand the Middle Eastern crisis requires (at least) insights drawn from world and regional history, cultural anthropology, religious studies, and economics. In fact, recognition of social complexity spurred the move in the 1920s to integrate various social sciences into the “new” social studies (Case, 1985, p. 52). Note, however, that many phenomena can be understood sufficiently well through a single (traditional) subject. Thus, if the motive for content integration is to make complex phenomena understandable, only when a particular phenomenon cannot be understood sufficiently DISCUSSION NOTES / DÉBAT 219 well under the existing curricular arrangements would further curricular integration be required. A second reason for content integration is students’ narrow perspective on their school subjects.2 Many students perceive subjects as arbitrarily arranged and rigidly separated; consequently, they have no idea how one subject connects with or could contribute to an understanding of others. The difference between the previous justification for content integration and the latter one is that the richer perceptions to be promoted by the latter are not of the world at large but of the subjects students encounter in school. A third motive for content integration is predicated on the belief that knowledge is a seamless web—all knowledge is interrelated.3 Unlike the first objective, where the motive for content integration is restricted to those occasions where the complexity of the phenomena to be understood requires that connections be drawn, the objective is to enable students to see connections among any pieces of information. A final motive for integrating content is efficiency. Some educationists suggest that teaching two aspects of the curriculum concurrently works at least as well as teaching those aspects in isolation. In such cases it is more efficient to integrate curriculum content. For example, historical novels might be used effectively to teach about a literary genre and an historical period. The dominant objective behind integration of skills and processes is functional competence. Often, students are taught how to perform a certain task but cannot transfer the “skill” it requires to another situation. The desired competencies may involve transfer from an hypothetical to a real-life situation, or from application in one subject to another. So-called generic critical thinking skills are particularly relevant candidates for integration of skills and processes. The criteria on which a student might assess the soundness of a theory in history would not be identical to those appropriate for assessing a theory in physical sciences, and “textbook” problems will have to be extended to realistic applications. To acquire competence in assessing theories, students would likely need opportunities to study and to apply the criteria in each relevant context. Proposals to integrate school and self are generally based on a desire to increase students’ perceptions of the relevance of school. In extreme cases students claim to see no connection whatsoever between what goes on in school and their own questions and interests. The most commonly recommended strategy for integrating curriculum, organizing instruction in themebased units, may not enhance students’ perceptions of school’s relevance; if the organizing themes hold little significance for students, it could instead exacerbate the problem. The likely objectives behind holistic integration are to promote efficacy and equity. The complex matrix of curricular, instructional, and administrative practices must be integrated so that they foster (or at least do not impede) achievement of the intended outcomes of education and so that 220 DISCUSSION NOTES / DÉBAT students who may be particularly vulnerable to failure or discouragement will not be denied equality of educational opportunity. MODES OF INTEGRATING Educationists have repeatedly suggested that integration involves making connections between discrete parts in aid of wholeness or integrity. There are at least four recognized strategies for drawing connections between elements of the curriculum (Badley, 1986, pp. 64–77): fusion, insertion, correlation, and harmonization.4 “Fusion” refers to joining into a new single entity curricular elements previously taught separately. Meshing English and social studies into Humanities exemplifies fusion.5 “Insertion” (Badley calls it incorporation) refers to adding or absorbing one curricular element into a larger constellation of curricular elements. Introducing into a social studies course a few lessons on reading historical documents, or on interpreting the art of an historical period, are instances of insertion. Generally, the integrity and basic structure of the subject into which an element is inserted is unchanged. “Correlation” implies drawing connections and noting parallels between elements that remain separately taught.6 Reference to concepts or skills acquired in another subject, or timing topics so the history and literature of a particular period are taught concurrently, are examples of correlation. “Harmonization” is another mode of integrating, wherein disparate elements are made compatible with or promotive of each other. Although harmonization involves some changes, the elements are not fused with, or inserted into, other elements. Harmonization is a principal mode of holistic integration, although it is also appropriate with other forms of integration. For example, transfer of skills to other subject areas may be enhanced if teachers agree on a common way to carry out inquiries in various subjects. LOCI OF INTEGRATION A further aspect of curricular integration is the locus (or level of decision making) of efforts to integrate the curriculum. There are three obvious loci: the state (in British Columbia, for instance, this is the provincial level), the district or school, and the classroom. Provincial-level integration emphasizes curriculum and program development. Generally, integration at district and school levels involves changes in scheduling, course delivery, and teacher deployment. At the classroom level, individual teachers have responsibility for planning and carrying out units of study. Any particular mode of integration could be used at any or all levels. Correlation, for example, can involve provincial synchronization of curricula, school-based interdisciplinary teams of teachers, and individual teachers’ attempts to connect subjects. DISCUSSION NOTES / DÉBAT 221 COHERENCE Until now, I have implied that curricular integration requires merely that two or more curricular elements be somehow united. This is an incomplete account of the minimal requirements of curricular integration. Although it is always possible to find a common feature or underlying principle among elements, the connection may be trivial. An underlying principle may simply organize the curriculum into a block or constellation; the curriculum may still lack coherence. Suppose, for example, the curriculum were to be organized alphabetically, according to the first letter of each topic taught. The first unit in the curriculum would cover “abbreviations,” “apostrophes,” “archaeology,” “atlases,” and so on. The underlying principle of the units (all topics in a unit start with the same letter) provides no educational coherence—connections within and among the units are contrived and trivial. Although this example is obviously silly, it illustrates well that not all possible connections among elements are educationally significant or worthwhile.7 A principle provides coherence if it imbues the curriculum with an educationally significant unity or integrity.8 The traditional complaint against integrating different disciplines is that this has led to “vagueness, lack of precision, and a failure to offer training in disciplined thinking” (Taba, 1962, p. 191). This may be due, at least in part, to educationists’ failure to identify an educational significant principle (or set of principles) that would give coherence to any multidisciplinary study. The disciplines, for all their narrowness, provide strong integrative principles: disciplines are fields of inquiry that share common standards for evidence, a set of fundamental explanatory concepts, and, generally, established methodological procedures (Hirst, 1978, pp. 132ff.). DEGREES OF INTEGRATION A further dimension of curricular integration insufficiently appreciated is that of the degree or extent of integration. Some educationists believe the more curricular integration, the better. This view is at best misleading, more likely incorrect. I suggested that one objective of content integration is to assist students to see how material covered in one subject connects with material covered in another. Although this justifies some integration, it is not obvious that it warrants fusion of such subjects as English and social studies; occasional correlation of the subjects by English and social studies teachers might sufficiently establish the point. Our integrative efforts often have hidden costs. Certainly an obvious trade-off arising when fusion is the dominant mode of integrating content occurs when educators are required to teach outside their developed areas of expertise. Taba’s (1962) classic work on curriculum development emphasizes the need to recognize the multiplicity of factors at stake and to not aggrandize the role of any single principle. After she criticizes the myopic oversimplifi- 222 DISCUSSION NOTES / DÉBAT cation of those who would regard either child-centredness or subject-centredness as the sole foundation for the entire approach to curriculum, she adds: A similar tendency is illustrated by the way that the principle of integration of knowledge is applied in discussions of the core curriculum. According to theoretical statements, the chief principle of the core curriculum is supposed to be integration of knowledge. Yet trouble brews if this simple principle overrides the consideration of the unique requirements of the various areas of knowledge and if integration is effected without sufficiently considering what the appropriate threads of integration might be and what aspects of the content of various disciplines can appropriately be brought together. (p. 414) CONCLUSION Curricular integration has been a serious, recurring educational recommendation. This pattern has a double-edged message. In support of integration, the recurring call for greater curricular integration testifies to persistent and important inadequacies in our curricular arrangements.9 Against integration, the fact that, for the most part, these calls have been ignored or rejected suggests the appropriateness of reservations and care in implementing curricular integration. Many current proposals for curricular integration are analogous, in at least two ways, to treating undernourished persons by promoting gluttony. First, much popular rhetoric about integration implies that integration in any form will meet students’ needs for a more integrated curriculum. This is analogous to recommending that undernourished persons simply eat more. Both strategies are based on an inadequately crude diagnosis of the root problems—an undernourished person often needs specific nutrients, not merely calories; so too, students’ needs for integration are not undifferentiated. Students who crave greater curricular relevance will not be satisfied by a curriculum whose content is simply more integrated horizontally. Second, the push to maximize curricular integration is as dangerous as urging that undernourished persons eat as much as possible. Contrary to the familiar adage, one can have too much of a good thing. For example, students who don’t see how science has anything to do with music need not always be shown every possible connection between the two subjects. Integration of discrete curricular elements is purchased at the expense of the benefits of studying unique features or of undertaking in-depth inquiries. By promoting excessive integrative measures we may undermine the health of our educational system, by creating additional and possibly more serious problems. Of course, we must not allow these potential pitfalls to be used as excuses not to attend seriously, or carefully, to the present lack of curricular integration in its various forms. DISCUSSION NOTES / DÉBAT 223 NOTES 1 2 3 4 5 6 7 8 9 Ciccorico (1970) provides a short history of the term ”integration” from 1855 to 1968. For a bibliography of three hundred titles on the topic, see Clark (1991). This motive is suggested by Dressel’s (1958) observation that the underlying goal of integration is “to replace a mystifying mosaic of many separated courses and unrelated extracurricular experiences by an educational program which has unity in the eyes of most students” (p. 23). In his classic article on this subject, Pring (1973) raises fundamental epistemological questions about this view. I do not use all of Badley’s terminology, but the basic conceptions are those he identifies. Dressel (1958, pp. 15–16) shows that confusion about the term “correlation” dates back to 1895. Sometimes the combining of English and social studies into “humanities” amounts to little more than teaching English the first half of a double block and social studies the second. This would not be fusion, although on occasion it might involve other modes of integrating. Some writers (Oliva, 1988, p. 504) contrast correlation with integration; others see it as one mode or type of integration (Dressel, 1958, p. 16). This concern is not entirely hypothetical, as evidenced by the following: “Organizing integrated learning experiences reflects an orientation that acknowledges the interconnection that exists between and among all things” (emphasis added; Ministry of Education, 1990, p. 27). See Case (1985, pp. 58–64) for discussion of the distinction between principles of organizing and of “integrating” in the context of the social studies curriculum. Speaking for the blue-ribbon committee preparing NSSE’s 1958 yearbook, Dressel (1958) writes, “the committee came to feel that this problem of integration is truly the central problem of education” (p. 5). Jacobs (1989, p. 3) reports that a 1988 sampling of key educational leaders in the Association for Supervision and Curriculum Development identifies curricular integration as the top priority. REFERENCES Bloom, B.S. (1958). Ideas, problems, and methods of inquiry. In N.B. Henry (Ed.), The integration of educational experiences: The fifty-seventh yearbook of the National Society for the Study of Education (pp. 84–104). Chicago: University of Chicago Press. Brandt. R.S. (Ed.). (1988). Content of the curriculum: 1988 yearbook of the Association for Supervision and Curriculum Development. Alexandria, VA: ASCD. Case, R. (1985). On the threshold: Canadian law-related education. Vancouver: Centre for the Study of Curriculum and Instruction, University of British Columbia. Ciccorico, R.A. (1970). “Integration” in the curriculum: An historical and semantic inquiry. Main Currents, 27, 60–62. 224 DISCUSSION NOTES / DÉBAT Clark, P. (1991). A bibliography on curricular integration: Fundamental issues and approaches (Forum on Curricular Integration Occasional Paper No. 1). Burnaby, BC: Tri-University Integration Project, Simon Fraser University. Dressel, P.L. (1958). The meaning and significance of integration. In N.B. Henry (Ed.), The integration of educational experiences: The fifty-seventh yearbook of the National Society for the Study of Education (pp. 3–25). Chicago: University of Chicago Press. Hirst, P.H. (1978). Knowledge and the curriculum: A collection of philosophical papers. London: Routledge & Kegan Paul. Jacobs, H.H. (Ed.). (1989). Interdisciplinary curriculum: Design and implementation. Alexandria, VA: ASCD. Knudsen, C.W. (1937). What do educators mean by “integration”? Harvard Educational Review, 7, 15–26. Ministry of Education, British Columbia. (1990). The Intermediate Program: Learning in British Columbia (Response Draft). Victoria: Province of British Columbia, Educational Programs. Oliva, P.F. (1988). Developing the curriculum (2nd ed.). Boston: Scott, Forsman. Pring, R. (1973). Curriculum integration. In R.S. Peters (Ed.), The philosophy of education (pp. 123–149). London: Oxford University Press. Taba, H. (1962). Curriculum development: Theory and practice. San Francisco: Harcourt, Brace. Tyler, R.W. (1958). Curriculum organization. In N.B. Henry (Ed.), The integration of educational experiences: The fifty-seventh yearbook of the National Society for the Study of Education (pp. 105–125). Chicago: University of Chicago Press. French-Language Minority Education in Ontario and Changing Levels of Educational Attainment Janet Stern tvontario The Francophones in the English schools are constantly aware of their minority status, feel inadequate compared to their English-speaking peers, have a low academic self-concept and do not feel themselves capable of doing university work. The Francophones in the French-language schools, on the other hand, can forget about their minority status in the province, since it does not infringe on the classroom. (Porter, Porter, & Blishen, 1982, p. 269) As educationists continue to debate minority language rights, the case of Francophone Ontario illustrates to what extent access to French-language education contributes to higher levels of educational attainment. Claudette Tardif’s (1990) recent article on French language minority education highlights evidence that “Francophones may underachieve because they receive low levels of educational services in their mother tongue” (p. 403). A shift in focus from possible causes of underachievement to evidence that higher levels of academic attainment are linked to availability of minority language education makes an even stronger case for broader-based educational services and autonomy in school governance. Broader-based service is urgently required, expecially because underachievement has heavy social and personal costs. Until the last decade, French-speakers were more likely than English-speakers to abandon their studies. Analyses of dropout rates and their causes (Karp, 1988; Radwanski, 1987; Sullivan, 1988) document the correlation between low self-image and dropping out. They demonstrate how a personal sense of academic inadequacy and low aspirations affects the social fabric through the cycle of dropout, unemployment, poverty, and distress, a cycle that becomes perpetual unless a new element breaks the cycle. Implementation of legislation granting the right of French-language instruction and of self-governance is in large part responsible for increased levels of academic achievement in the Franco-Ontarian community. (Because immersion courses are programmes of French second-language instruction designed for non-francophones, they are not included in this discussion.) Earlier studies showed that average levels of educational attainment for French-speaking Ontarians were lower than those for English speakers (Churchill, Frenette, & Quazi, 1985; Quirouette, 1988; Savas, 225 CANADIAN JOURNAL OF EDUCATION 16:2 (1991) 226 DISCUSSION NOTES / DÉBAT 1988). A new reading of 1986 census data shows that French-speaking Ontarians’ levels are no longer lower (Stern, 1990a), and this fact may be linked to the availability of French mother-tongue instruction in the secondary schools. Porter, Porter, and Blishen say the two key factors in enhanced educational achievement are language of instruction and working language of the school in which instruction takes place. A brief examination of the recent legislative history of French-language instruction in Ontario shows one province’s steps towards improved status for French and thus for higher educational attainment. Analysis of census data collected after the adoption of the language legislation brings to light the relationship between legislation and academic attainment. Bills 140 and 141, adopted in 1968, set the stage for creation of Frenchlanguage secondary schools and allowed for university-level French courses. Previously, publicly funded French-language instruction had been limited to elementary schools, public or separate. Some separate schools offered courses through grade 10 but not higher. Prior to the passage of Bills 140 and 141, in order to complete high school and to enter a course of postsecondary study, Franco-Ontarians had either to attend private school or to study in their second language. Franco-Ontarians’ levels of educational attainment throughout the period preceding full implementation of the 1968 legislation were clearly below those of the English-speaking majority. The creation of publicly-funded French-language high schools has led to increased rates of academic activity within the Franco-Ontarian community. In 1986, census information for Ontario indicated a considerable gap in educational levels between English and French speakers, aged 15 years and older (Statistics Canada, 1987). Among francophones of that age group, only the youngest, those 15 to 31 years of age, went through the educational system when French-language publicly-funded secondary education was available; most persons older than 15 had not had access to secondary education in French. Of the 15+ population, 21.5% of French-speaking Ontarians indicated their highest level of educational attainment was partial or completed elementary school. The comparable figure for English-speaking Ontarians was 9.9%, representing a gap between the two populations of 11.6%. A different picture emerges, however, if we look at figures for the population between the ages of 20 and 24 (Ministry of Citizenship, 1989). Persons in this age group in 1986 had access to French-language education through the secondary level. They are of an age to have completed high school and to have begun, if not completed, post-secondary studies. For this group, only 1.8% of French-speaking Ontarians declare their highest level of education was elementary school, in part or in whole. The English-speaking population records a figure of 1.5%; thus the gap all but disappears. Not DISCUSSION NOTES / DÉBAT 227 only does the gap almost close, but also the 1.8% figure compares dramatically to the earlier rate of 21.5% of the population. At the other end of the academic scale, figures for participants in postsecondary education show the same trends. Analysis of the 15+ age group again reveals a clear advantage to English-speaking Ontarians, of whom 59.1% indicate some post-secondary education, with or without a degree, 6.3% higher than the comparable 52.8% rate for Franco-Ontarians. When analysis is limited to levels attained by persons aged 20 to 24, the picture again changes. In fact, there is a reversal: 76.8% of Francophones indicate having undertaken post-secondary instruction, with or without a diploma, while the rate is 73.4% for English-speaking Ontarians, a reverse gap of 3.4%. The increased levels of academic attainment are highlighted with analysis of data for more narrowly defined populations. Figures for the 15+ age group used in earlier discussions of Franco-Ontarians’ levels of academic achievement (Churchill, Frenette, & Quazi, 1985; Quirouette, 1988; Savas, 1988) unwittingly conceal advances of those in the 15 to 31 age group who had been able to attend French-language school to the end of the secondary level. The majority of the 15+ age group had not had this access, and their lower levels of attainment strongly colour the picture of the 15+ group. Figures for the 20 to 24 age group show the effects of Bills 140 and 141, and also allow for Ontarians who may have taken a year or two off to work before continuing their studies. Analysis of this narrower age group’s academic levels alters the picture (Stern, 1990a). Legislation governing rights to French-language education reversed the cycle of limited academic pursuit and low aspirations within the FrancoOntarian community. And if this holds, further changes in levels of academic attainment are to be expected. In 1986, Bill 30 was passed, guaranteeing the financing of separate school education through grade 13/OAC (university-entrance level). Through this bill, students in separate schools, which is to say the vast majority of French-speaking students, could aspire to courses leading to college or university entrance without leaving their schools or boards. And Bill 75, also passed in 1986, defined necessary conditions for establishing French-language sections in boards. The sections were given exclusive jurisdiction in planning, creating, administering, and shutting down school units they govern. Creation of two unilingual Francophone school boards resulted from this bill: the Metropolitan Toronto French-Language School Council and the Ottawa-Carleton French-Language School Board. Other unilingual boards are currently being planned elsewhere—for example, in the East, in Prescott-Russell; in the North, in Sudbury; and in the Centre, in Simcoe. The network of educational and administrative structures in support of French-language education in Ontario is evolving (Stern, 1990b). Our findings suggest the likelihood of similar gains elsewhere, as a consequence of the Supreme Court decision on interpretation of the Canadian Charter of 228 DISCUSSION NOTES / DÉBAT Rights and Freedoms, Article 23, on minority-language school governance. Legislation allowing for instruction in the minority language and for selfdetermination generates new educational aspiration and higher educational attainment. REFERENCES Churchill, S., Frenette N., & Quazi S. (1985). Éducation et besoins des FrancoOntariens: le diagnostic d’un système d’éducation (Vols. 1 & 2). Toronto: Le Conseil de l’éducation franco-ontarienne. Karp, E. (1988). Le phénomène des décrocheurs dans les écoles secondaires de l’Ontario. Toronto: Ministry of Education. Ministry of Citizenship. (1989). Maps and demographic statistics for selected mother tongue groups, Ontario, 1986. Toronto: Ministry of Citizenship. Porter, J., Porter, M., & Blishen, B. (1982). Stations and callings: Making it through the school system. Toronto: Methuen. Quirouette, P. (1988). Décrocheurs francophones: une étude du dépistage des décrocheurs probables au sein des écoles secondaires françaises de l’Ontario. Toronto: Ministry of Education. Radwanski, G. (1987). Étude sur les systèmes d’éducation et les abandons scolaires en Ontario. Toronto: Ministry of Education. Savas, D. (1988). Profile of the Franco-Ontarian community. Toronto: Office des affaires francophones. Statistics Canada. (1987). Profil des étudiants du niveau postsecondaire au Canada. Ottawa: Minister of Supply and Services. Stern, J. (1990a). La jeunesse franco-ontarienne aux études. In É. Legault & J. Stern, À l’écoute de la jeunesse (pp. 31–57). Toronto: TVOntario, Planning and Development Research. Stern, J. (1990b). La typologie des écoles de langue française. Toronto: TVOntario, Planning and Development Research. Sullivan, M. (1988). Analyse comparative des décrocheurs et des non-décrocheurs dans les écoles secondaires de l’Ontario. Toronto: Ministry of Education. Tardif, C. (1990). French-language minority education. Canadian Journal of Education, 15, 400–412. Book Reviews / Recensions The New Literacy: Redefining Reading and Writing in the Schools By John Willinsky New York: Routledge, 1990. xix + 275 pages. REVIEWED BY LAURIE WALKER, UNIVERSITY OF LETHBRIDGE Language arts is a curriculum puzzle to outsiders. They find it hard to grasp and accept language-across-the-curriculum, reader response theory, and, above all, that most dangerous of innovations, whole language. John Willinsky’s book tries to make sense of an apparently disparate set of innovations in the teaching of reading writing, and literature that, over the past 20 years, have become a progressive orthodoxy in language arts education. Willinsky courageously attempts to unite these instructional innovations under the label, ‘‘The New Literacy.’’ He gives us an erudite account of the assumptions around which these instructional practices cohere: their faith in the individual’s own experience and language as the foundation of literacy instruction, and their location of meaning not in the authoritative text mediated by the authoritarian teacher but in the reconstructive activity of readers. In Willinsky’s account, The New Literacy has adopted the language of the New Education via the Progressive Movement: it is child-centred; it relies on organic metaphors to explain learning; it is an attempt to reform the generally static public school curriculum. Willinsky is interested in The New Literacy’s roots in the Romantic Movement of Wordsworth, Coleridge, and Shelley. But ‘‘roots’’ is the wrong metaphor for Willinsky’s approach, for he draws parallels between the present practices that constitute The New Literacy and various intellectual traditions, old and new. The result is a rather sweeping, grand assertion of correspondences between, for example, contemporary faith in the authorship of six-year-olds and Wordsworth’s reverence for the imagination of the child. Willinsky’s discussion of the parallels is provocative. He is strong on Romanticism in a chapter that amplifies his 1987 article in Curriculum Inquiry (not included in the impressive list of references). He is interesting on the topic of popular literacy in England, and this allows him to make useful observations about the political implications of The New Literacy. It is Willinsky’s willingness to infer applications that takes him beyond Lankshear’s fuller historical account of popular literacy in the nineteenth century. On the other hand, I found less useful his exploration of meaning and the self through a juxtaposition of Bruner, Britton, Bakhtin, Vygotsky, and the French post-structuralists. 229 CANADIAN JOURNAL OF EDUCATION 16:2 (1991) 230 BOOK REVIEWS / RECENSIONS The main message of the book is that none of the instructional practices that constitute the New Literacy is merely a new method for more effective teaching of reading or writing. None is a technique that a teacher can pick up and apply without changing most profoundly classroom endeavour. Willinsky’s argument is based on the widely accepted premise that literacy is not a neutral commodity acquired in some educational vacuum, then applied to whatever purpose. It is instead a social practice linked to the uses to which people put it. In his words, ‘‘literacy takes on the contours of its context’’ (p. 232). Moreover, if students are given some control over their texts and over the meanings they construct from them, the relationship between student and teacher is necessarily altered, and the teacher’s role radically changed. No longer are students confined to reading teacher-selected texts, finding the ‘‘right’’ answer to externally assigned questions, and writing set pieces for teacher adjudication. Teaching and learning literacy in schools are no longer private matters between individual student and teacher, where the classroom is merely a convenient aggregation of individual, competing learners. The New Literacy classroom is a sociable place where students help each other, where learning proceeds through talk, and where individual writing voices find audiences in colleagues. For Willinsky, these are radical and subversive proposals. He maintains that advocates of New Literacy methods have been naïve about their agenda and its political dimensions. Willinsky recommends that The New Literacy look beyond the liberal, optimistic naïveté that has rendered it vulnerable to criticism from the political right. Conservatives claim that it has abandoned literacy teaching’s traditional role of passing on the cultural heritage. It has also drawn fire from the political left on account of its failure to embrace critical literacy, the deliberate agenda of teaching people to use their literacy to read, not only texts, but their world in order to participate in its shaping. There are two problems with this second point. Willinsky has shown how a central principle of The New Literacy is the student’s participation in the choice of reading material, writing topics, formats, and purposes, and in literary response. Yet critical literacy restores authority to the teacher who decides what the problem is in the students’ lives and then proceeds to devise a curriculum project that will explore that problem. In this sense, it is hard to see how critical literacy can remain New Literacy in the way that Willinsky has defined it. The second problem is implied by the parallel Willinsky draws between the New Literacy and movements for popular literacy in England in the early nineteenth century. When members of the working classes began to organize themselves into corresponding societies, using literacy to advance their political and social aspirations, the authorities responded with coercion, taxation, and a state education system to bring literacy under control. Willinsky uses this parallel to warn that school literacy is contested. It is hard to imagine that provincial education systems, some of whom have BOOK REVIEWS / RECENSIONS 231 embraced aspects of The New Literacy in its liberal form, would be able to countenance an official literacy curriculum that is overtly critical of existing social relationships. The New Literacy is a considerable achievement and a very useful contribution to literacy scholarship. Willinsky has grasped a number of different threads in language arts instruction and pulled them together in a loosely woven fabric. It is a work of grand assertion, showing a penchant for dichotomies and stark contrasts that have interpretive power, but which probably do violence to the day-to-day experience of literacy teaching in actual classrooms. The book repays a close reading, more as a provocation to thought than as any definitive statement about the teaching of reading and writing, new or old, in the 1990s. A final note about the authorial voice. John Willinsky is a Canadian and this book was written while he was a faculty member at the University of Calgary. He mentions his own teaching in Northern Ontario. What is curious, though, is that Willinsky writes as a citizen of North America. He is well aware of British scholarship; he recognizes the Atlantic Ocean but not the 49th Parallel. There is some mention of work in Canada, but described as though Toronto were simply part of North America. In a book discussing literacy as a social practice embedded in particular political, economic, social, and cultural milieux, the obliteration of a national boundary is ironic. Maybe one aspect of the politics of literacy, New or Old, is the academic publishing business. Le ministère de l’Éducation et le Conseil supérieur: leurs antécédents et leur création, 1867–1964 par Arthur Tremblay avec la collaboration de Robert Blais et Marc Simard Québec: Les Presses de l’Université Laval, 1989. 426 pages. RECENSION PAR JEAN-PIERRE CHARTRAND, UNIVERSITÉ DE MONTRÉAL La Révolution tranquille date maintenant de trente ans et il fallait s’attendre à ce que ses artisans ou ses témoins commencent à nous livrer bilans et mémoires. Paul Gérin-Lajoie (1989) le faisait il y a peu en nous rappelant son itinéraire, ses motivations dans Combats d’un révolutionnaire tranquille. C’est plutôt un ouvrage à caractère scientifique sur la création du ministère de l’Éducation au milieu des années 1960 que nous donne, à son tour, Arthur Tremblay. On en saura peu sur l’homme après avoir lu ce livre mais son ton, ses silences amusés (sur la nomination de Mgr Parent à la présidence de la Commission) et surtout sa précision dans la description des événements et des initiatives alors prises rappellent qu’il s’agit bien de l’oeuvre d’un témoin attentif et non uniquement celle d’un chercheur qui ne 232 BOOK REVIEWS / RECENSIONS serait familier qu’avec le sujet en raison d’un travail de documentation. C’est, en d’autres mots, l’ouvrage de celui qui était là! Soulignons, en premier lieu, que les dates données au titre ne doivent pas tromper. L’essentiel de l’oeuvre porte sur la réforme survenue à la fin des années 1950. Une quarantaine de pages seulement sont allouées à la description succincte du contexte scolaire de 1867 à 1955. La majorité des chapitres de la première partie concernent la pré-réforme, c’est-à-dire les événements qui vont de la Commission royale d’enquête sur les problèmes constitutionnels à l’action de Gérin-Lajoie comme ministre de la Jeunesse. La seconde partie porte largement sur la Commission Parent: le cheminement de cette Commission, ses propositions et les réactions au Rapport que cette Commission a produit. La troisième partie a trait aux péripéties de l’adoption du Bill 60. Partout on constate un souci marqué de rappeler la participation des différents organismes et des différents individus qui se sont intéressés aux débats entourant la création du ministère de l’Éducation. Le cheminement des diverses propositions est bien décrit ainsi que les institutions finalement créées. Il faut bien l’admettre, l’ouvrage de Tremblay est surtout intéressant par sa patiente reconstitution des événements ainsi que par l’identification des différents acteurs et de leur rôle. Cependant, il n’ajoute que peu de choses à la compréhension de la société québécoise d’alors. La brève évocation de la grande noirceur, dans la présentation faite par Pierre W. Bélanger, ne laisse pas de place à la nuance lorsqu’il est question d’affirmer qu’‘‘un siècle séparait deux générations consécutives.’’ Un tel texte fait oublier tous les changements qu’avaient connus les Québécois; Duplessis n’avait pas alors arrêté le temps . . . Les premiers chapitres de l’ouvrage de Tremblay ne font que relater quelques initiatives sans établir de liens entre l’organisation scolaire, ses limites et la réalité québécoise. Même dans les parties consacrées au contexte bouillonnant des années 1950, l’auteur ne fait aucune tentative pour présenter tous les changements survenus dans les questions scolaires qui ont été exprimées face à la nécessité d’adapter le réseau scolaire aux réalités économiques ou sociales nouvelles. Les motivations demeurent implicites et nous restons avec l’impression d’avoir examiné à la loupe les acteurs, d’avoir entendu chacune de leurs paroles, lu leurs écrits, sans vraiment avoir été mis en contact avec la scène sur laquelle ils se sont agités. Leurs motivations, la nature exacte de leurs attentes, les réalités sociales qui les ont portés à agir restent toutes dans l’ombre. Tremblay n’est pas même explicite sur ses propres actions et sur ses propres motivations. C’est bien l’ouvrage de celui qui a vu! Les lecteurs qui ont vécu cette époque se souviendront, aidés par les évocations qui y sont contenues, du climat du régime Duplessis. Ils se souviendront également de la soif de changements chez les jeunes gens les plus scolarisés et les plus ambitieux d’alors, de l’impression si grande d’avoir piétiné longuement, de la joie de voir les changements se bousculer au point qu’ils donnaient l’impression BOOK REVIEWS / RECENSIONS 233 d’une débâcle. Ils se souviendront aussi avec plaisir des différents acteurs et essaieront de se rappeler leurs propres motivations. Tremblay présente si bien la succession des événements, des interventions, que la mémoire devrait faire le reste . . . L’impression qui se dégage de l’ouvrage de Tremblay est celle que l’auteur a voulu produire des mémoires d’un genre particulier, adressés aux gens de sa génération. La difficulté de cet ouvrage, c’est l’absence quasi complète d’une articulation sur le contexte historique. Malgré la déclaration d’intention de la présentation où Bélanger rappelle la nécessité de se souvenir, dans un Québec où l’enseignement de l’histoire récente fait défaut, il y a peu de chances que les jeunes lecteurs puissent se faire une idée exacte de la signification de la réforme de l’enseignement à la lecture de Tremblay. À moins qu’ils ne potassent sérieusement, dans un premier temps, l’Histoire du Québec contemporain: le Québec depuis 1930 de Durocher, Linteau, Ricard et Robert (1986) et ne cessent de s’y référer tout au long de la lecture de l’ouvrage de Tremblay! RÉFÉRENCES Durocher, R., Linteau, P.-A., Ricard, F. et Robert, J.-C. (1986). Histoire du Québec contemporain: le Québec depuis 1930. Tome 2. Montréal: Boréal. Gérin-Lajoie, P. (1989). Combats d’un révolutionnaire tranquille. Montréal: Éditions CEC. Primary Understanding: Education in Early Childhood By Kieran Egan New York: Routledge, 1988. xvi + 287 pages. REVIEWED BY RICHARD COURTNEY, ONTARIO INSTITUTE FOR STUDIES IN EDUCATION Kieran Egan has done it again! He has written an excellent book that will be read world-wide and shows how he has moved on from his earlier books, Teaching as Story Telling, and, with editor Dan Nadaner, Imagination and Education. After touching his forelock to Plato and Rousseau, Egan leaves behind simplistic educational dichotomies (traditional vs. progressive, child centred vs. subject centred, experience vs. basic skills, and so on), stating that early childhood education should not be seen as something we leave behind. Rather, the achievements and experiences of ECE are constituents of our later selves (‘‘the child is the father to the man’’). But there is a curious dichotomy in Egan’s writings. His primary perspective is clearly from Aristotle’s acorn: ‘‘We have infinite, indeterminate potentials, and we need to describe precise ends which will provide criteria to guide our choices of which potentials to stimulate and develop. Our 234 BOOK REVIEWS / RECENSIONS fulfilment comes precisely through our initiation into a particular culture and our fitting into a particular society and its economy: our nature is cultural’’ (p. 2). The first sentence has the ring of the next century, and may have caught the essence of non-mechanical education. The second sentence, however, has the flavour of the determinism of the last century (Darwin, Marx, Fraser, and Freud, with their modern inheritor Lévi-Strauss), though whether this is inherent in Egan’s thought, or whether he is merely doffing his cap to the series in which the book appears is questionable. The collapse of the Berlin Wall and Marxist states everywhere must create doubt about the intellectual efficacy of determinism. In 1991 we have returned to Percy Nunn’s educational principle that there is both nature and nurture. Some of Egan’s terminology and references confuse both us and him. His typologies are quite strong enough without recourse to Lévi-Strauss’s binary categories, now seen as simplistic by Greimas and those semioticians who follow him. In modern holistic and creative education, for example, ‘‘opposites’’ have given way to ‘‘contrasts’’—a natural successor to Kierkegaard’s attack on ‘‘the either/or.’’ And the use of Lévi-Straus’s peculiar class of Bonnes à penser only serves to make Egan’s argument seem more obscure than it actually is. But when Egan speaks in his own voice, and does not rely on false academic props, there is no more interesting educational thinker writing today. The practicality of the last two chapters, for example, makes them hard to put down. Throughout, readers will find themselves applauding, arguing, debating, and disagreeing with the author. Thus, although his curriculum principles (p. 194) are salutary, when he interprets them in terms of binary opposites (pp. 232–233) I want to dissent. When he promotes mythic understanding and organization of classroom content in story form, I applaud. But then, because he is dealing with primary children, why does he not move from the media of oral and written story to other media that young children use equally with story, like drama and dance? Anyone concerned with education should read this book. It will not only make them think, but think deeply about the key issues that affect our children and their future. Élèves en difficulté d’adaptation et d’apprentissage par Georgette Goupil Montréal: Gaëtan Morin Éditeur, 1990. 346 pages. RECENSION PAR LISE SAINT-LAURENT, UNIVERSITÉ LAVAL Cet ouvrage d’introduction comble un vide important dans le domaine de l’adaptation scolaire. Il existe plusieurs volumes américains sur le sujet, mais BOOK REVIEWS / RECENSIONS 235 aucun en français avant celui-ci. Il s’adresse au futur intervenant scolaire, surtout au primaire. L’auteure a adopté une présentation très pédagogique: objectifs au début et à la fin du chapitre, mots-clés, questions et activités suggérées. L’ouvrage comprend quatre parties correspondant aux grandes catégories d’élèves en difficulté. Chaque partie a la même structure. L’auteure présente d’abord les définitions, les conceptions et les causes, puis elle aborde l’évaluation et l’intervention. La première partie porte sur les enfants en difficulté d’apprentissage. Le texte est clair et fournit une grande quantité d’informations. Entre autres, on y trouvera des références très utiles sur les productions de la Commission des écoles catholiques de Montréal concernant l’intervention pédagogique auprès des élèves en troubles d’apprentissage. Une grande place est consacrée aux aspects historiques et aux différentes conceptions de ce type de difficulté. Or, la valeur des différentes approches n’est pas discutée. Il aurait été important de situer le lecteur vis-à-vis les différentes conceptions des troubles d’apprentissage. Cette partie passe également sous silence les développements récents dans le domaine (Gearheart & Gearheart, 1989). Les principaux chercheurs actuels dans ce domaine ne sont pas cités. Une deuxième faiblesse de cette partie est l’absence de prise de position quant à la validité de différents outils d’évaluation et modes d’intervention. Par exemple, l’auteure présente des tests d’évaluation des difficultés en lecture qui ne sont pas conformes aux programmes d’étude actuels. Une discussion critique des avantages et inconvénients de tel outil ou de telle stratégie pédagogique aurait été utile. La partie consacrée aux enfants en difficulté d’adaptation et de comportement est bien développée et constitue une très bonne introduction à ce domaine complexe. L’auteure a réussi une synthèse judicieuse et utile pour le futur intervenant scolaire. Cependant, dans les causes des troubles du comportement, l’auteure a passé sous silence les travaux de Thomas et Chess sur le tempérament de l’enfant. Par ailleurs, l’auteure met l’accent sur la théorie des additifs alimentaires comme cause de l’hyperactivité alors que cette théorie de Feingold est jugée sans fondement par les principaux auteurs dans le domaine (Barkley, 1981; Conners, 1980). Le chapitre sur l’évaluation est bien manié. Celui sur l’intervention est bien structuré et comporte des exemples pertinents. Cependant, les développements récents dans l’intervention de type cognitif auraient dû être abordés (Hughes & Hall, 1989). Dans la partie traitant de la déficience intellectuelle, l’auteur fait une excellente synthèse des définitions et causes de ce handicap. Le chapitre sur l’intervention effleure trop le sujet pour être utile. À souligner ici une faiblesse au niveau de l’absence de distinction entre les degrés de déficience par rapport à l’intervention pédagogique. Un bref relevé des écrits sur les modes de scolarisation porte sur la clientèle déficiente intellectuelle légère uniquement. La dernière partie traite des déficiences sensorielles (visuelle et auditive) et physiques. Chacune des déficiences est traitée succinctement et habile- 236 BOOK REVIEWS / RECENSIONS ment. Dans un texte clair, le lecteur trouvera les informations de base sur les caractéristiques et causes des déficiences. Les principes de base pour l’intervention pédagogique peuvent être très utiles pour un futur intervenant scolaire. Ce livre s’appuie largement sur les travaux québécois dans le domaine, ce qui constitue un aspect positif. Malheureusement cependant, certaines de ces références québécoises ont une faible pertinence. Malgré certaines réserves, ce livre de Goupil constitue un ouvrage d’introduction à recommander aux étudiants de premier cycle en éducation et en psychologie. Il constitue une très bonne synthèse d’un domaine vaste et complexe. Des lectures additionnelles seraient nécessaires pour le lecteur qui voudrait approfondir un aspect particulier de l’adaptation scolaire. Le format très pédagogique est un atout de cet ouvrage. RÉFÉRENCES Barkley, R.A. (1981). Hyperactive children: A handbook for diagnosis and treatment. New York: Guilford Press. Conners, L. (1980). Food additives and hyperactive children. New York: Plenum. Gearheart, B.R., & Gearheart, C.J. (1989). Learning disabilities: Educational strategies (5th ed.). Columbus, OH: Merrill. Hughes, J.N., & Hall, R.J. (1989). Cognitive behavioral psychology in the schools: A comprehensive handbook. New York: Guilford Press. Education, Change and the Policy Process By Harold Silver London: The Falmer Press, 1990. vii + 248 pages. REVIEWED BY NEIL SUTHERLAND, CANADIAN CHILDHOOD HISTORY PROJECT, UNIVERSITY OF BRITISH COLUMBIA In this fine book Harold Silver accomplishes three important tasks. First, he presents a convincing case that those who conduct policy analyses without including history as one of their essential disciplinary tools inevitably limit the usefulness of their work. To be effective, he argues, policy analysis must be rooted in such systematic academic disciplines as political science, economics, psychology, sociology, and history. It is, Silver explains, ‘‘the historian’s engagement with change, as well as the difficulties of representing it in policy analysis, that require the historian’s presence in the contemporary educational arena, not only to trace ancestries, but also to illuminate processes’’ (p. 16). BOOK REVIEWS / RECENSIONS 237 Second, he shows how those historians who think there is something ‘‘disreputable in the here-and-now’’ and hold that ‘‘history must not . . . have its targets defined by the structures, political concerns and ideologies of contemporary society,’’ severely limit the usefulness of their work (p. 213). ‘‘At its most theoretical,’’ Silver continues, the analysis of policy ‘‘is concerned with what happens and why; at its most pragmatically historical it asks what, in known instances, seems to have happened’’ (p. 213). Historians, surely, have competencies they should contribute to these tasks. Third, and most importantly, Silver provides us with examples that show how historians can help us to find ‘‘a future in the past’’ (p. 5). Such ‘‘futures,’’ he argues, assist us to avoid the apocalyptic-style analysis and accompanying rhetoric that often characterize contemporary educational debate. Historians committed to a ‘‘recent-historical, policy focussed approach to education’’ can help marry the problematics of historical research with the fumbling yet confident generalizations of model makers, in order to bring both more realistically and usefully to an understanding of the central processes at work in the ‘concrete terms’ of ‘this world’. (p. 221) Silver draws his examples from the very recent past. Canadians working in such diverse domains as higher education, international education, or vocationalism in education are likely to find in Silver’s analysis ideas, frameworks, or analogies that would be suggestive or useful in their own research. In a brief review it is impossible to comment on each of his examples. Instead, I shall suggest how Canadians might employ notions Silver has developed from British (mostly English) and American literature, official reports, and much other data under the heading ‘‘Socially Disadvantaged Children in School, 1920-1980.’’ Nonetheless, even in the case of a single example it is difficult to do justice to the necessary complexity and subtlety of his arguments. Indeed, the book inveighs against glib summaries and simple explanations in analysing policy in this or any other area. It is, of course, a truism that while some children do well in school, others do not. Our century has been characterized by a bewildering array of explanations and remedies for this situation. Thus, one of the historian’s jobs ‘‘is to trace the process by which vocabularies come to express or to conceal realities’’ (p. 189). ‘‘Socially disadvantaged children’’ have been ‘‘cloaked in the unstable and elusive vocabularies of social analysts, policy and judgement makers of many kinds.’’ Such children ‘‘are not just in education, they are in families and welfare systems, urban and rural environments, and many other categorizations—all of which affect the understanding, even the definition, of educational processes’’ (pp. 188-189). Employing the Bibliography of Canadian Childhood’s index category ‘‘exceptional children,’’ I skimmed sequentially its hundreds of entries for some of the terminology Canadians have used in this area. There I found such words and phrases as ‘‘mental hygiene,’’ ‘‘the inheritance of talent,’’ 238 BOOK REVIEWS / RECENSIONS ‘‘mentally deficient,’’ ‘‘special education,’’ ‘‘gifted children,’’ ‘‘under-functioning pupils,’’ ‘‘multidisciplinary approaches,’’ ‘‘psycho-social adjustment,’ ’ ‘‘special children,’’ ‘‘learning assistance,’’ ‘‘diagnostic remediation’’ and many, many more. Embedded in each item is not only a philosophy, a research tradition, and a world view held by those who originally framed it, but also a history that the particular form of the concept itself cumulates, and that in turn stretches back to ‘‘feeble-mindedness’’ and other precursor notions. Although we have ostensibly relegated many of these words to the museums of education, most of them are still with us. They persist in unrepealed legislation passed while they were fashionable, and in the minds of teachers, administrators, and school board members who absorbed them as they grew up or as part of their professional training. Some who use the latest vocabulary do it in a way that demonstrates that they really do know the history packed into each word; others merely use it as the newly fashionable ways to describe phenomena they still think of according to an earlier fashion. To situate each label in its context raises such questions as: ‘‘Was the disadvantaged child being rescued or blamed? Was the disadvantaged child deficient or difficult? Did the explanations and strategies being evolved stem from middle-class values, and did they aim at more subtle forms of social control?’’ (p. 196). My superficial survey confirms that in Canada, as in Britain and the United States, ‘‘disadvantage has been psychological, economic, social and educational, . . . the schooling responses differing according to the condition they are invited to address’’ (p. 200). Silver concludes his essay by arguing that both historians and theorists bear responsibility for our lack of a clear sense of the sequences involved in the emergence of the concept ‘‘disadvantaged child.’’ Historians disregard ‘‘the theoretical niceties involved in understanding the social settings out of which the concept arises,’’ while theorists are ‘‘tempted towards monocausal historical explanations’’ (pp. 202-203). Turning to historians in particular, Silver notes first that children must be the focal point of any analysis of disadvantage. ‘‘Why, then,’’ he asks, ‘‘in the account of the disadvantaged child in school . . . is so little said about the child, as distinct from the educational condition of the child?’’ (p. 203). He responds by explaining that in the ‘‘history of education attention wanders to an extent which often makes the object of attention almost impossible to recognize’’ (p. 203). Silver is particularly critical of Lawrence Cremin’s extremely wide perspective on what constitutes the field of study of the history of education but also castigates others who write administrative history, or about broad effects of such constructs as social control and in which there is ‘‘no need to focus on people as participants’’ (p. 205). To follow Silver’s suggestion to make children the central object of historians’ attention will certainly help us to clarify our understanding of educational policy on the disadvantaged. Taking this step would also lead to enormous gains in other areas of educational policy analysis. We could, for example, greatly sharpen the focus of both curriculum and administrative BOOK REVIEWS / RECENSIONS 239 studies if we were to concentrate them much more than we presently do on a well-rounded understanding of the lives of the children who inhabit our classrooms and schools. Savoir préparer une recherche: la définir, la structurer, la financer par A.P. Constandiopoulos, F. Champagne, L. Potvin, J.-L. Denis et P. Boyle Montréal: Les Presses de l’Université de Montréal, 1990. 197 pages. RECENSION PAR AIMÉE LEDUC, UNIVERSITÉ LAVAL Le livre de Constandiopoulos et al. s’adresse à des chercheurs qui préparent une demande de subvention de recherche. Il décrit ‘‘les étapes que doit franchir un chercheur pour arriver à un protocole de recherche convaincant et réalisable’’ (p. 9). Comme le souligne Marc-Adélard Tremblay, dans la préface, la monographie de Constandiopoulos et al. ‘‘comble [ . . . ] un vide et sera d’une grande utilité tant aux chercheurs en phase d’apprentissage et aux équipes de recherche en émergence qu’aux chercheurs dont l’expertise méthodologique et instrumentale est reconnue’’ (p. 3). De plus, toujours selon Marc-Adélard Tremblay, ‘‘[un] autre mérite [de la monographie est] la juste place accordée aux méthodes et techniques qualitatives et aux méthodes et techniques quantitatives échelonnées sur la trajectoire complète du processus de recherche . . .’’ (p. 4). Dans un premier chapitre, les auteurs traitent de la conceptualisation du problème de recherche, i.e. de la définition du problème de recherche, de l’état des connaissances, du modèle théorique et des hypothèses ou des questions de recherche. Le chapitre 2 porte sur le choix d’une stratégie de recherche; il s’agit de l’identification du type de recherche et du choix d’un devis ou d’un protocole expérimental. Le chapitre 3 décrit les éléments qui sont impliqués dans la planification opérationnelle d’une recherche. Il comprend quatre sections: la première traite de la population cible et de l’échantillon; une deuxième porte sur la définition des variables et sur la collecte des données; la troisième section s’intéresse à l’analyse des données—analyses quantitatives et qualitatives—et la quatrième porte sur l’échancier et sur le budget. En conclusion, il est question de la pertinence de la recherche et de considérations éthiques. La première annexe est consacrée à la mesure de la fiabilité d’un instrument et la seconde présente trois exemples de protocoles de recherche accompagnés de commentaires. Dans le chapitre sur la conceptualisation du problème de recherche, j’aurais souhaité que les auteurs accordent plus d’importance au rôle qu’une théorie formelle explicite peut jouer dans le processus d’élaboration d’une 240 BOOK REVIEWS / RECENSIONS recherche. Une telle théorie peut, par exemple, permettre d’expliquer, du moins en partie, les résultats souvent contradictoires des études antérieures sur un phénomène donné. Elle peut aussi jouer un rôle dans le choix des instruments de mesure et dans l’interprétation des résultats. Au niveau de la recension des écrits, les principes énoncés par les auteurs me paraissent intéressants et justes. J’aurais cependant souhaité trouver, dans cette section, une description plus précise des tâches impliquées dans une recension des écrits. À ce sujet, Jackson (1989) identifie six tâches fondamentales qui sont: “a) le choix des questions ou des hypothèses, b) l’échantillonnage des études, c) la représentation des caractéristiques des études, d) l’analyse des résultats, e) l’interprétation des résultats et f) le rapport de la recension” (p. 14). Les chapitres sur le choix d’une stratégie de recherche et sa planification opérationnelle offrent au chercheur qui est familier avec ces principes et concepts un excellent rappel des étapes qu’il doit franchir. Le chercheur qui est moins averti aura probablement de la difficulté à utiliser les propositions des auteurs de la monographie. Les sections sur la pertinence de la recherche et les considérations déontologiques me paraissent tout à fait adéquates. Les exemples de protocoles de recherche de même que les commentaires qui les accompangnent sont fort intéressants. Là encore, j’aurais souhaité des commentaires plus élaborés sur la théorie ou les modèles théoriques. En résumé, il s’agit d’un volume fort bien fait qui me paraît de nature à aider les chercheurs à préparer une demande de subvention de recherche. Les quelques réserves que j’ai exprimées tiennent peut-être au fait que j’aurais souhaité des élaborations de certains thèmes; elles témoignent donc de l’intérêt avec lequel j’ai lu la monographie. RÉFÉRENCE Jackson, G.B. (1989). La méthodologie des recensions intégratives d’écrits. Comportement humain: psychologie, éducation, médecine et thérapies comportementales, 3, 11–28. (Traduit par A. Leduc) (Article original publié en 1980) Scrimping or Squandering: Financing Canadian Schools edited by Stephen Lawton & Rouleen Wignall Toronto: OISE Press, 1989. 214 pages. REVIEWED BY BENJAMIN LEVIN, UNIVERSITY OF MANITOBA Because there is so little scholarly literature on the financing of Canadian education, almost any new contribution is welcome. Fortunately, there is more to appreciate in this volume of readings than simply its being in print. BOOK REVIEWS / RECENSIONS 241 The volume’s contents do include some significant contributions, although it also has some of the problems common in books of readings. There are a total of seventeen papers (plus an introduction) divided into five sections. Most of the papers were originally given at a Canadian conference on school finance in early 1988. The first two sections deal with overview issues, such as the meaning of quality in education (Jerry Paquette), the impact of demographic change (David Foot), and the changing ability of governments to afford education (Wilfred Brown). The next two sections treat finance issues in various provinces, with essays on Quebec (Philippe Dupuis), B.C. (Barry Anderson), Alberta (Brian Fennell), Newfoundland (Ed Godsell), and Ontario (four essays). A final section has three papers on policy and management aspects of finance and quality. The conceptual design of the volume is thus quite interesting, moving from general issues of finance and quality to their treatment in specific situations, and finally to management implications. The intent of looking at finance issues in their economic, social, political and administrative context is a good one, but it is not fully realized. In the course of working through the volume, one can learn quite a bit about the financing of Canadian education, and some of the dynamics that drive it. Of particular interest to me were the chapters on finance policy in the various provinces. These are useful in contributing to a national perspective on educational issues, so often lacking in the Canadian literature because of the difficulty of staying in touch with what is happening in the various provinces. In this regard, more chapters about other provinces might usefully have replaced one or two of the pieces on Ontario. The editors’ introduction emphasizes issues of costs, quality, and efficiency. As in most edited volumes, however, the contributions are quite diverse in approach, content, and style. Some of the essays are primarily conceptual, while others are reports of empirical studies. A few of the latter are rather specialized and may not interest many readers. Some treat the issues primarily from a policy/politics point of view, while others present data almost devoid of political context. Although the bulk of the volume deals with public schools, there are also papers on the financing of day care and of adult education. All of these issues and approaches have their place, and can contribute to our understanding of finance issues. However, the integrative contributions that might have helped the reader make more of the papers are not in the book. Thus, although many interesting things are said about the various themes along the way, the reader will not necessarily end the book feeling any of them has been explored comprehensively. This may be an unfair expectation of a book of readings, but it is a feeling familiar to many readers of edited collections. Nonetheless, the book will be of interest not only to those working in the area of educational finance, but also to those interested in the politics of education, in policy development, and in the various substantive areas considered in the book. 242 BOOK REVIEWS / RECENSIONS Learning Difficulties and Emotional Problems Edited by Roy I. Brown & Maurice Chazan Calgary: Detselig Enterprises, 1989. 239 pages. REVIEWED BY JEFF HUGHES, UNIVERSITY OF MANITOBA This book is based on papers delivered at the International Study Group for Special Needs Education at the University of Calgary in 1987. The editors intended to provide readers with a range of views from international authors about learning difficulties and emotional problems, and to produce a book of interest to a wide audience. The editors have succeeded admirably in providing international flavour: a major feature of the text is its substantial international authorship, which provides a refreshing view of the topic for North American readers. However, the editors have clearly had more difficulty compiling a text with wide appeal: the articles’ uneven quality diminishes the impact of major themes underlying the more substantial chapters. One underlying theme is the need to redesign the delivery system in the mental health field to allow (or require) clients to take more responsibility for their own programs. The notion of empowering individuals to take control of their own lives is not new but its role in mental health remains controversial. In view of the criticisms of current models of delivery, the arguments in support of an alternative model are persuasive and worthy of further investigation. I found the chapter recommending the use of drama as a vehicle through which clients can explore more assertive social roles a valuable and practical illustration of how to go about empowering individuals. A second major theme, linked to the first, is the use of metacognition as a strategy for enhancing the learning of those with learning problems. Both Ward and Ryba compellingly argue the value of ‘‘visual self-instruction training’’ and ‘‘cognitive self-management.’’ The discussion of programs of instruction, including Feuerstein’s ‘‘Instrumental Enrichment’’ program and Das’s ‘‘Information Processing’’ program, provide the reader with a very useful evaluation of these and other specific strategies, and represent vital reading for professionals in this field. This book shows that educational failure and personal failure are inextricably linked, and together result in people whose lives are characterized by lack of maturity, poor judgments, and missed opportunities, and are all too often touched by violence. In view of the personal and social disorganization that so frequently surrounds these people, it is little wonder that they do not have an advocacy agency working on their behalf. For readers working in rehabilitation or special education, the relationship between academic failure and emotional and behavioural stability will come as no surprise, but the BOOK REVIEWS / RECENSIONS 243 suggestions for assistance with these problems will come as a welcome addition for most professionals. Despite the uneven nature of the contributions, the breadth of views and the importance of some of these views to those concerned with the relationship between emotional problems and learning difficulties makes this book a valuable addition to the library. Le monopole public de l’éducation par Jean-Luc Migué et Richard Marceau Québec: Presses de l’Université du Québec, 1989. 195 pages. RECENSION PAR JEAN MOISSET, UNIVERSITÉ LAVAL Le secteur de l’éducation, au Québec comme ailleurs, n’est pas réputé pour être particulièrement révolutionnaire. Mais sous les dehors d’un conservatisme certain, suite à un mouvement de fond lent traversé à l’occasion de quelques fortes vagues, les systèmes d’éducation, un peu partout dans les pays industriels, ont connu des changements relativement importants depuis la fin de la Seconde Guerre mondiale. Pour le meilleur, diront certains, pour le pire, répondront d’autres. Mais, ajouterais-je, sûrement en réponse spontanée ou délibérée à des contraintes inexorables de sociétés elles-mêmes en évolution. L’enjeu ici est de taille, tant sont nombreux et pesants les liens que l’éducation entretient avec les autres secteurs, économique, politique, social et culturel de la vie d’un pays. En ce qui concerne le Québec, si l’ouvrage de Migué et Marceau, Le monopole public de l’éducation, risque de ne pas être ce pavé dans la mare que pourraient espérer bien des gens, il est et sera là en tout cas pour démontrer, s’il en était besoin, que rien dans ce domaine n’est jamais définitif ou définitivement acquis. Ce qui n’est pas une mauvaise chose en soi, si cela signifie que ‘‘le système d’éducation est un champ continuel de recherche, de développement et d’innovation, jamais statique mais plutôt évolutif,’’ pour reprendre les termes de Gérard Éthier (1989, p. 7). Il s’agit pour les auteurs de démontrer, à l’encontre de l’histoire dite conventionnelle et de la pensée reçue, d’une part que le résultat de la réforme scolaire des années 1960 au Québec n’a pas été la démocratisation de l’enseignement mais plutôt la mainmise de l’État (ministère de l’Éducation) québécois sur le système scolaire et, d’autre part, que la plupart des maux dont souffrent depuis les écoles . . . publiques québécoises pourraient se résorber suite à un retour au régime de libre choix intégral et à la concurrence entre les établissements scolaires largement privatisés. Cela est peutêtre vite dit! 244 BOOK REVIEWS / RECENSIONS Certes, le raisonnement, sous-tendu par le postulat de l’efficacité du régime de libre concurrence et des vertus de l’autonomie individuelle, se poursuit clair, rigoureux et bien documenté, même si les données empiriques proviennent surtout des régions anglo-saxonnes voisines, à travers neuf chapitres d’un texte dense et par moments ardu. Neuf chapitres, si l’on ne tient pas compte d’une part de l’introduction dont la forme allégorique ou de conte pour enfant: ‘‘Il était une fois, l’école fictive’’ n’illusionnera pas longtemps le lecteur sur le caractère sérieux, voire austère de l’objet d’étude et, d’autre part, de la conclusion dont le développement en ‘‘quelques préceptes généraux’’ est bien conforme au ton général quelque peu pontifiant de l’ouvrage. Ces neuf chapitres pourraient être regroupés comme suit: une toile de fond historique brossée à grands traits de l’évolution de l’enseignement précollégial au Québec au cours des trois dernières décennies (chap. II, p. 5–24) et concluant sur le double paradoxe de la forte poussée des dépenses et de la faiblesse des rendements scolaires d’une part, et de la survie de la croyance dans l’injection de ressources additionnelles comme moyen d’améliorer la performance des écoles d’autre part; une analyse économique (coûts-performance) de l’école privée et publique qui forme l’élément central de l’ouvrage (chap. III, IV et V) et qui conclut à la supériorité nette de la première sur la seconde, même si ‘‘le mérite de l’excellence et de l’autonomie n’est pas exclusif à l’école privée’’ (p. 57); une analyse politique de la place des pouvoirs publics dans l’éducation et de la convergence des intérêts entre deux groupes d’acteurs-clés du système, les politiciens et les votants médians (classes moyennes) d’une part, les administrateurs scolaires et les enseignants d’autre part (chap. VI, VII et VIII); une analyse sociologique des organisations scolaires sous deux angles, politique et économique, concluant à la nécessaire ‘‘médiocrité de l’école’’ fonctionnant comme une entreprise bureaucratique dans le cadre d’un régime de monopole public (chap. IX et X). Contre les retombées positives traditionnellement reconnues à la réforme scolaire du Québec, notamment l’accélération de la scolarisation et une plus grande égalité des chances, les auteurs rétorquent: qu’il n’y a pas de relation positive nécessaire entre école publique et qualité des services éducatifs dispensés; qu’il n’y a pas de relation négative nécessaire entre école publique et coût des services éducatifs dispensés; qu’il n’y a pas de relation positive nécessaire entre école publique et rendements scolaires des élèves; qu’il n’y a pas de relation positive nécessaire entre école publique et démocratie. Les données à cet égard sont pour le moins ambiguës et contradictoires; qu’il n’y a pas de relation positive nécessaire entre monopole public de l’éducation et l’égalité des chances ou la mobilité sociale pour les moins fortunés. Au contraire! En réalité, soutiennent-ils pour finir, la réforme scolaire a plutôt abouti à “l’explosion des budgets et des coûts tandis que la performance des élèves, loin de s’améliorer, régressait, . . . et à la réglementation centralisée de BOOK REVIEWS / RECENSIONS 245 l’administration du personnel, du régime pédagogique et du financement” (p. 177). Malgré tout, dans la perspective d’une recherche de solutions, les auteurs reconnaissent que ‘‘le Québec jouit d’un certain avantage institutionnel, celui de n’avoir pas à inventer de toutes pièces un réseau inexistant’’ (p. 181). Ce n’est pas rien puisque, pour combattre la ‘‘médiocrité uniformisée’’ qui est devenue la marque de fabrique de l’école . . . publique québécoise, ‘‘il lui suffit (au Québec) d’ouvrir sans réserve ni contraintes factices le régime public à la concurrence privée. Ce choix franc élargira le choix des parents et, l’histoire le confirme, les amènera à collaborer plus intensément à la marche de l’école. La concurrence sur le marché des étudiants et des autres ressources servira de substitut aux contrôles hiérarchiques néfastes et suscitera l’autonomie souhaitée’’ (p. 181). Plus qu’‘‘une réflexion sur la démocratie, appliquée à l’école, à la lumière de l’économique’’ (préface de Jean-Paul Desbiens, p. ix), le livre de Migué et Marceau me semble un acte de foi dans l’autonomie individuelle et un hymne à la libre concurrence. Les auteurs réussiront-ils à convaincre de leur point de vue? Aux lecteurs de répondre, mais je soulignerai pour ma part que l’argumentation est tricotée serrée et bénéficiera sans doute de l’auréole scientifique qu’apportent généralement les analyses quantitatives. Le chapitre V sur les bons d’étude et les crédits fiscaux et le chapitre VII sur les choix politiques et la tendance centrale sont à ce double égard exemplaires. Pourtant, comme si c’est trop beau pour être vrai, les auteurs eux-mêmes donnent l’occasion de penser que, si adhésion il y a à leur thèse, elle ne sera ni totale ni contagieuse. Certes, écrivent-ils, ‘‘en dépit du préjugé nettement favorable dont jouit l’école privée chez nous, on ne discerne pas de mouvement de fond en faveur de l’option du libre choix malgré sa supériorité manifeste’’ (p. 183). À cela, deux raisons, semble-t-il, pourraient être invoquées qui, si elles n’invalident pas la thèse des auteurs mettent en relief son caractère par trop extrémiste. La première est fournie par le théorème du votant médian lui-même qui, somme toute, trouve son intérêt dans la situation actuelle de services éducatifs estimés valables, distribués de manière plus ou moins uniforme entre les diverses régions du Québec et dispensés de façon plus ou moins équivalente aux élèves, quelle que soit leur origine socioéconomique et ethnoculturelle. La seconde est liée un peu à l’histoire et pourrait être ainsi formulée: le régime de libre entreprise ou de libre concurrence n’est pas une entité abstraite, mais une réalité vivante qui a pris naissance dans un contexte historique déterminé et qui s’est développé depuis. Il a fait ses preuves, pourrait-on dire, et si on en connaît les vertus, on en connaît également les limites. Est-il nécessaire de traduire en rappelant que la formidable machine à produire et la croissance économique phénoménale qui en ont résulté, durant ses plus beaux jours, n’avaient pas empêché—et c’est un euphémisme!— l’exploitation et la marginalisation de millions d’êtres humains? Faut-il aussi 246 BOOK REVIEWS / RECENSIONS rappeler que, laissé à lui-même et poussé à l’extrême dans sa logique, ce régime avait déjà entraîné le monde au bord de l’abîme? Nous voilà bien loin de l’éducation. Pas tellement! De toute façon, ce sont les auteurs qui nous y auraient conduits. Certes, l’histoire nous montre également qu’au Québec comme dans la plupart des pays industriels avant la prise en charge par les états centraux des systèmes d’éducation, l’enseignement restait le privilège d’une certaine élite. Cela étant d’autant plus vrai que l’on monte dans l’échelle de cet enseignement. Je ne me risquerais pas cependant à dire si cet enseignement était de qualité supérieure ou inférieure comparativement à celle de l’enseignement dispensé aujourd’hui. Une telle question, tranchée allègrement par certains observateurs et analystes, est beaucoup plus délicate et complexe qu’on le croit. Il en est de même de la comparaison entre la performance de l’école privée et celle de l’école publique. Quoiqu’il en soit, la présence de l’école privée dans le réseau scolaire québécois est légitime et cette légitimité se passe bien de l’affaiblissement sinon de la suppression de l’école publique. Et réciproquement . . . De la même manière, il ne doit pas y avoir grand monde à être contre une saine émulation entre les institutions, voire entre les élèves. Voilà déjà pourtant longtemps que la sagesse ancienne condamnait les extrêmes, invitant à rechercher la vertu du juste milieu. C’est que l’homme, homo oeconomicus ou homme tout court, n’est pas un être parfaitement rationnel au comportement purement logique. Les qualités, ou mieux les aspirations, qui sont les siennes, notamment celles de liberté, d’égalité et de fraternité, sont forcément contingentes. Évidemment une société constituée d’individus de ‘‘rationalité limitée,’’ pour reprendre l’expression de Herbert Simon, ne peut pas être parfaitement rationnelle, ni les gouvernements, même démocratiquement constitués, qui en émanent. De ce point de vue, le coupable, si l’on peut parler ainsi, référant aux tragédies qui ont jalonné la marche en avant de l’humanité, n’est ni la ‘‘main’’ du libre marché d’Adam Smith, ni le ‘‘pied’’ de l’intervention étatique de Milton Friedman mais le magique ‘‘invisible’’ naïvement recherché par les uns et par les autres, avec les conséquences néfastes qu’on lui connaît. Et, en éducation comme dans les autres secteurs, dans notre monde de plus en plus de turbulences et d’incertitudes, le progrès véritable, nous semble-t-il, devra emprunter la voie certes difficile de la conjugaison de la ‘‘souplesse de l’autonomie et de la décentralisation’’ et de la ‘‘synergie des orientations et des choix transversaux.’’ Il n’y a pas à dire! Qu’on soit d’accord ou pas avec les auteurs, on trouvera dans cet ouvrage un véritable stimulant pour la pensée, tant par la richesse des informations qu’il a réunies que par la densité de la réflexion. Puissent donc lecteurs et lectrices en être nombreux. RÉFÉRENCE Éthier, G. (1989). La gestion de l’excellence en éducation. Québec: Presses de l’Université du Québec. BOOK REVIEWS / RECENSIONS 247 Curriculum and Assessment Reform By Andrew Hargreaves Toronto: OISE, 1989. xiv + 192 pages. REVIEWED BY MURRAY ROSS, UNIVERSITY OF BRITISH COLUMBIA Andy Hargreaves’ Curriculum and Assessment Reform is a critical discussion of recent British attempts to reform curriculum and methods of assessment. Its chapters consist of articles which have appeared elsewhere during the last decade, and which represent Hargreaves’s thinking on such topics as school centred curriculum reform, the National Curriculum, discipline-based curriculum, teacher culture, and the dangers of assessmentdriven curriculum planning. In Part One, Hargreaves is concerned with school centred innovation (SCI), the reasons for its lack of success, and the manner in which its failure paved the way for the centrally mandated National Curriculum. To a large degree Hargreaves sees the anti-research mentality of teachers as a root cause of the failure of SCI. He claims that teachers’ mistrust of educational research has combined with their faith in teacher experience and folk wisdom to dissipate the counter-hegemonic potential that school centred curriculum reform might have had for working-class children. Teachers’ knowledge and experience, says Hargreaves, are too narrow to be sufficient, too divorced from the wider determinants of classroom practice—the economics and politics of education—to offer the guidance necessary for effective reform. However, the pernicious influence of the culture of teachers can be minimized by reforming the school and social structures that interfere with teachers’ critical reflection on current practice. In his discussion of assessment, Hargreaves draws on Jürgen Habermas and Michel Foucault to provide an interpretive framework for understanding the importance which educational policy makers have placed on assessment. Hargreaves deploys Habermas’s work on the state’s role in managing legitimation crises to explain the political necessity of curriculum and assessment reform. He then utilizes Foucault’s notions of discipline and panopticism to describe the manner in which crises of motivation are being managed with examinations and records of achievement. Hargreaves notes that assessment reform has been justified in terms of the need to motivate disaffected students and aid employers in selecting qualified job candidates. His analysis attempts to show that the current and proposed forms of assessment will not succeed in this dual task, that in fact they will likely intensify the sense of alienation felt by many students and further disincline them from engaging in serious study. Genuine curriculum reform will not take place, he suggests, without changes to the work and culture of teachers. Nor will it take place unless we reverse the trend toward centralized models of curriculum development which preserve and strengthen ‘‘the hegemonic, academic curriculum.’’ 248 BOOK REVIEWS / RECENSIONS These models, along with the emphasis on system-wide pupil assessments and standardized records of achievement, will continue to tighten the links between education and social selection to the detriment of comprehensive schooling. Curriculum and Assessment Reform is somewhat of a disappointment. The discussion, although wide-ranging and periodically illuminating, is too often superficial just when careful and detailed argument is called for. For example, Hargreaves’ condescending treatment of teachers and their distaste for educational research invites the reader to suppose that teachers, their subject loyalties, and their faith in experience are among the main obstacles barring the path of progress. He insists he is not interested in blaming teachers, who are ‘‘neither foolish nor dumb’’ (p. 91). It is the conditions of their work, controlled by others, that shape teaching practice and limit the vision of teachers. But to insist that teachers fail to see that their vision is limited and their horizons circumscribed by the authority structures of education is to imply that they are being somewhat foolish or dumb. Among those in authority who do shape the conditions of teacher work are researchers and experts, but Hargreaves suggests that teachers are wrong to dismiss them. It is ironic that Hargreaves recruits Foucault in order to make the rather obvious point that examinations and assessments sustain hierarchy and threaten pupil autonomy, while he ignores Foucault’s work on the role of the expert in the disempowerment of the subjects and objects of study. While his analysis may prove to be the correct one, it is not evident from his sketchy argument that it is so. Much more needs to be said before it is clear that teachers are not justified in their contempt for educational ‘‘expertise,’’ or in their commitment to the academic-based curriculum. Hargreaves notes that the ‘‘hegemonic, academic curriculum . . . has a tenacious grip on the educational systems of most modern societies,’’ and gives ‘‘disproportionate weighting to academic, intellectual achievements above all others’’ (p. 165). Since Hargreaves is discussing education he ought to explain why an academic focus is misplaced in educational institutions. On what conception of education is Hargreaves drawing? In his discussion of the National Curriculum he bemoans the fact that mathematics, English and science are given the highest curricular priority, followed by modern languages, history, geography, creative arts, and physical education. To strengthen this point he elsewhere draws an odd distinction between ‘‘practical, aesthetic, and personal and social achievements’’ and ‘‘intellectual, and academic ones’’ (p. 165). What are personal and social achievements, and in what way are they not intellectual achievements? If they are indeed intellectual achievements how is it they cannot be pursued and developed within the academic curriculum? Hargreaves complains that ‘‘there will be little time or place for social and personal education, political education, environmental education, development education, integrated studies . . . and peace studies’’ (p. 64). It is not clear why issues in political education, development education or environmental education cannot be taken up in the disciplinary frameworks of history, geography or science. Indeed they commonly are. It may be granted that what typically BOOK REVIEWS / RECENSIONS 249 passes for science, history or mathematics in schools is too narrow or dull or too removed from pressing social issues. This fact, if it is a fact, does not support the conclusion that science, history, or mathematics as intellectual disciplines do not deserve the priority they are given in schools. At least it is not obvious that it does, and so further argument is called for. Asia and the Pacific: Issues of Educational Policy, Curriculum and Practice Edited by Donald C. Wilson, David L. Grossman, & Kerry J. Kennedy Calgary: Detselig Enterprises, 1990. 198 pages. REVIEWED BY GEOFFREY MILBURN, UNIVERSITY OF WESTERN ONTARIO The theme of Asia and the Pacific, a selection of papers read at a recent international social studies conference in Vancouver, British Columbia, is clearly stated: given the shift in political and economic interests towards the Pacific region in the last quarter century, the school curriculum should now be changed both in subject matter (a greater focus on the countries of the region) and in method of delivery (with special attention paid to cooperative learning) to prepare students to face the future with greater knowledge and confidence. In any such revision, the major burden will fall on social studies: “Can social studies education,” a conference organizer asks, “which tends toward a static view of the world . . . deal with the dynamics of global change as reflected in the rapid emergence of Asia and the Pacific in world affairs?“ (p. ii). To give credit where due, the various contributors to Asia and the Pacific have succeeded in indicating where these new directions may lead. The first five papers are devoted to such “policy issues” as Canada’s role in the Pacific, and national plans for educational change in South Korea and the Philippines; the second group of articles deals chiefly with the state of the social studies curriculum in such countries as Tonga, Malaysia, Japan, and South Korea; and the final section consists of outlines of ten classroom activities designed to encourage cultural understanding and social responsibility. Introductory essays and commentaries on each section give a certain cohesion to a diverse group of papers written by authors from a dozen countries. The overall project, edited by scholars in three countries (a more onerous task, I suspect, than they have reported) is clearly successful in terms of a useful exchange of ideas on an important subject by a very diverse group of authors. It is not clear to me, however, that the school systems are ready to deal with, or ought to deal with, “Asia and the Pacific” in the way the co-editors intend. It must be very difficult to study a region if you are not sure what countries, or which parts of countries, should be included: the map on the front cover (which includes part of Lake Michigan but excludes South America) is symptomatic of difficulties in this regard. More importantly, I 250 BOOK REVIEWS / RECENSIONS am not persuaded that an emphasis in the curriculum on studies of particular regions—especially if those studies seem to be stimulated largely by economic pressures—is entirely warranted. I was disappointed by the disproportionate attention paid to motives for study not based on a clearly defined conception of what an entire educational programme ought to include. It may indeed be important for students, for example, to examine the development of South Korea in recent years, but the educational reasons for so doing—for including that item of subject matter in the curriculum— ought to be made very clear. In this context, some statements in the book are problematic. A conference chairperson wishes to “attempt to align our contradictory past into a workable congruence with our future” (p. ii), a phrase which would surely have struck a sympathetic note in certain offices in 1984. If an editor’s call for a “new agenda for social studies education—one that will provide new directions, new metaphors and new structures that will allow educators to help young people enter the next century” (p. 3) is intended merely to jolt readers into considering alternative content and procedures in social studies education, perhaps its use may be justified. But if it is representative of the kinds of argument that will be used to demand revisions to social studies education in the next two or three years, then it should be set in a much wider context. Important prior questions about the purpose of social studies in schools and about the relationship of social studies to other subjects should be answered before those revisions are introduced. The emphasis of the volume (perhaps inevitably, given the location of the conference at which the papers were originally delivered) is North American. Over half the authors are North American, as are two editors. The book’s tone book is to some extent set by the first two chapters, which consider first Canada’s role in the “Pacific Era” (the introductory address for the conference), and then British Columbia’s “initiatives designed to address the growing importance of the Asia-Pacific region” (p. 17). After such official pronouncements, I found the text (and the sub-texts) of the articles by authors from other countries to be a decided contrast. Several authors make reference directly or indirectly to difficulties in providing education in authoritarian countries. On occasion, a governing ideology is frankly admitted; “students should form a correct attitude towards labor” (p. 126) is an example of a “basic guideline” for curriculum reform offered in one article. The issue of ideological loadings in curricular principles imported into the Pacific region from North America is raised directly by only one author, but hinted at by several others. The “classroom activities” presented in the book (about 40% of the chapters, but only 25% of the pages) are worth careful study. Although there is a touch of condescension about their inclusion—the sample lessons in this book should be looked upon “with generous spirit,” observes a commentator (p. 195)—their recommended classroom procedures are often imaginative and provocative. But in terms of content and commitment they are also symptomatic of the many difficulties facing social studies in contemporary schools.