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Teacher Education through Open and Distance Learning

How can open and distance learning and information and communications technology (ICT) provide us with more – and better – teachers?

Open and distance learning is increasingly used in teacher education in developing and industrialized countries. It has the potential to strengthen and expand the teaching profession of the twenty-first century and to help achieve the target of education for all by 2015. Teacher Education through Open and Distance Learning examines the case for using open and distance learning and ICT to train our educators. It describes and analyses the ways in which these methods and technologies are used for:

•Initial teacher training and continuing professional development

•Training principals and school managers

•Training those who provide non-formal adult and community education

•Communities of practice and sharing of knowledge and ideas within the teaching profession

It also discusses the policy-making, management, technology, costing, evaluation and quality assurance aspects of this work.

Teacher Education through Open and Distance Learning draws on wideranging and international experience to summarize the strengths and weaknesses of new approaches to the education of teachers. It offers invaluable guidance to policymakers, planners, headteachers andteachers.

Bernadette Robinson is an independent consultant on teacher education and distance education, and Special Professor of Comparative Education at the University of Nottingham. Colin Latchem, now a consultant in open learning, was formerly Head of the Teaching Learning Group at Curtin University of Technology, Australia, and President of the Open and Distance Learning Association of Australia.

World review of distance education and open learning

A Commonwealth of Learning series

Series editor : Hilary Perraton

Higher Education through Open and Distance Learning

World review of distance education and open learning: Volume 1

Edited by Keith Harry

Basic Education at a Distance

World review of distance education and open learning: Volume 2

Edited by Chris Yates and Jo Bradley

Teacher Education through Open and Distance Learning

World review of distance education and open learning: Volume 3

Edited by Bernadette Robinson and Colin Latchem

Editorial advisory group

Maureen O’NeillPresident, International Development Research Centre, Canada (chair)

Professor Uma CoomaraswamyVice-Chancellor, Open University of Sri Lanka

Sir John DanielAssistant Director General, UNESCO

Dato’ Professor Gajaraj DhanarajanPresident, Commonwealth of Learning

Dr Linda HarasimCEO TeleLearning Research Network, Simon Fraser University

Dr John MiddletonDirector, Global Learning, World Bank Institute

Dr Hilary PerratonDirector, International Research Foundation for Open Learning (secretary)

Professor Deryck SchreuderVice-Chancellor, University of Western Australia

Frances van WykDirector, Namibia College of Open Learning

The World review of distance education and open learning is published on behalf of the Commonwealth of Learning.

The Commonwealth of Learning is an international organization established by Commonwealth governments in 1988. Its purpose is to createand widen opportunities for learning, through Commonwealth co-operation in distance education and open learning. It works closely with governments, colleges and universities with the overall aim of strengthening the capacities of Commonwealth member countries in developing thehuman resources required for their economic and social development.

Teacher Education through Open and Distance Learning

World review of distance education and open learning: Volume 3

First published 2003 by RoutledgeFalmer 11 New Fetter Lane, London EC4P 4EE

Simultaneously published in the USA and Canada by RoutledgeFalmer

29 West 35th Street, New York, NY 10001

This edition published in the Taylor & Francis e-Library, 2005.

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RoutledgeFalmer is an imprint of the Taylor & Francis Group

Selection and editorial matter © 2003 The Commonwealth of Learning Individual Chapters © 2003 the Contributors

Typeset in 10/12pt Palatino by Graphicraft Limited, Hong Kong

Printed and bound in Great Britain by MPG books Ltd, Bodmin, Cornwall

All rights reserved. No part of this book may be reprinted or reproduced or utilised in any form or by any electronic, mechanical, or other means, now known or hereafter invented, including photocopying and recording, or in any information storage or retrieval system, without permission in writing from the publishers.

British Library Cataloguing in Publication Data

A catalogue record for this book is available from the British Library

Library of Congress Cataloging in Publication Data

A catalog record for this book has been requested

ISBN 0-203-01869-90 Master e-book ISBN

ISBN 0-415-36955-X(hbk)

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Tables viii

Boxes

Acknowledgments xvi

1Teacher education: challenge and change1

BERNADETTE ROBINSON AND COLIN LATCHEM

2Open and distance teacher education: uses and models28

BERNADETTE ROBINSON AND COLIN LATCHEM

3Policy, planning and management of distance education for teacher education48

CHAI HON-CHAN AND HENA MUKHERJEE

4Open and distance learning for initial teacher training72

BOB MOON AND BERNADETTE ROBINSON

5Open and distance education for teachers’ continuing professional development91

HELEN CRAIG AND HILARY PERRATON

6Training non-formal, community and adult educators112

CHARLES POTTER AND MOHAMMAD ASLAM

7Open and distance learning for school managers128

TONY BUSH AND RICHARD CHARRON

8Selecting and using media in teacher education149

9Uses of information and communication technologies in teacher education171

10Evaluation, research and quality193

BERNADETTE ROBINSON

11The costs of distance education for training teachers212

12Conclusions234

BERNADETTE ROBINSON AND COLIN LATCHEM Index

Figures

3.1Aligning a distance education project for teacher education with relevant sets of policy in China58

9.1Categories for ICT in teacher training176

10.1The relationship between monitoring, evaluation and research198

10.2Sources of evaluation data (formative and summative) for providers of a teacher education programme209

12.1A framework for outcomes of in-service professional development programmes240

Tables

1.1Career stages and standards for teachers in the United Kingdom12

2.1Three categories of open and distance education use for teacher education and training34

2.2Organizational models and providers of distance education for teachers37

2.3Funding sources of ten distance education programmes for teachers42

4.1Course structure for the Open University Postgraduate Certificate in Education (PGCE), UK81

4.2Assessing teachers’ knowledge and practice at a distance85

4.3Quality assurance framework for the Postgraduate Certificate in Education (PGCE), British Open University87

5.1In-service education to upgrade qualifications and skills95

5.2Unstructured programmes of general ongoing support98

5.3Activities and resources105

6.1Student enrolment in courses at the University of South Africa’s Adult Basic Education and Training (ABET) Institute, 1995–2001120

7.1Comparison of content of distance education courses for school managers141

8.1Synchronous and asynchronous one-way media158

8.2Synchronous and asynchronous two-way media158

8.3A comparison of the advantages and disadvantages of different media used by teachers161

9.1Web-based technologies to support teacher training courses174

9.2Factors influencing an individual’s use of a technology innovation in learning-related practice188

10.1Five approaches to evaluation201

10.2Formative and summative evaluation in distance education programmes202

10.3Five criteria for judging teacher education by distance education206

11.1Major cost components of face-to-face and distance learning215

11.2Cost and effects of some teacher education projects223

12.1The capability of distance education for teacher education238

Boxes

1.1Variation in initial teacher training programmes in Europe13

1.2Induction for beginning teachers in New Zealand15

1.3Entitlement to retraining in the Samara region of Russia16

1.4Principles for professional development17

1.5Preparing teachers for curriculum change in Paraguay19

2.1Video-conferencing for teacher education in Egypt30

2.2The impetus of ICT in Korea31

2.3An alternative to the use of a cascade approach in India36

2.4Learning networks for African teachers43

3.1Strategic questions for policy-makers and planners50

3.2Criteria for selecting target groups of teachers in western China54

3.3Introducing an innovative programme in the United Kingdom58

3.4Partnerships for professional development in China62

3.5Functions and benefits of monitoring an evaluation system65

3.6Teachers participate in innovative teaching research in China68

4.1Initial teacher training in Nigeria75

4.2Outcome-based profiles of teachers’ competence: three examples76

4.3Teaching practice in Malawi80

4.4Quality in initial teacher training in Nigeria86

4.5MIITEP in Malawi: a mixed-mode experiment88

5.1Channels of professional development in Zhejiang Province, China93

5.2Mixing the technologies in India97

5.3Motivating teachers and the ‘iron rice bowl’ in China109

7.1The AFIDES distance education training programme in Africa134

7.2The Resafad programme in Africa135

7.3The NCSL ‘Talking Heads’ programme, England136

7.4Master’s degree programme for secondary school principals in Dominica137

7.5Management training for primary school principals in Belize138

7.6Management development for middle managers in Wiltshire, UK139

7.7UK Open University ‘Effective Leadership and Management in Education’ (E838)140

7.8University of Leicester MBA in educational management140

8.1Some typical problems in access and logistics151

8.2Television for teacher development: the A-Plus series in Brazil154

8.3Interactive radio instruction to support teachers of English as a second language in South Africa156

10.1Comparative programme research in Sri Lanka194

10.2Using the CIPP model in Uganda204

11.1Logos II, an in-service programme for Brazilian teachers226

11.2Utilizing existing materials228

11.3Using video recordings and peer learning to develop teaching competencies230

11.4Support for distance teacher education in Bahia, Brazil231

Contributors

Mohammad Aslam is a Professor and former Director of the School of Continuing Education, Indira Gandhi National Open University, India. He is Director of the Panchayati Raj Project.

Tony Bush is Professor of International and Comparative Education at the University of Reading. He was previously Professor of Educational Management and founding Director of the Educational Management Development Unit at the University of Leicester.

Chai Hon-Chan is a World Bank consultant and former World Bank Education Senior Evaluation Officer responsible for education investment projects in the Asia and Pacific Region, Eastern Africa, Middle East and West Indies. He was also Professor of Sociological Studies in Education and Dean of Education, University of Malaysia.

Richard Charron is Secretary-General of the Association francophone internationale des directeurs d’établissements scolaires (AFIDES) (International Association of Francophone School Administrators).

Betty Collis is Shell Professor of Network Learning, University of Twente, the Netherlands.

Helen Craig is a senior education specialist working at the International Institute for Educational Planning (IIEP). Her current responsibilities include the professional development of teachers and the impact of HIV/AIDS on education systems.

Charles Joyner is Director of International Programs, Continuing Studies and Distance Education at Simon Fraser University in Vancouver, British Columbia. Before joining Simon Fraser University in 1999, he served as a teacher education and human resources development specialist on long-term assignments in Kenya, the Philippines, Malaysia, Thailand, Pakistan and China.

Insung Jung is Associate Professor, Department of Educational Technology and Director of the Multimedia Education Center, Ewha Woman’s University, South Korea.

Adrian Kirkwood is Head of the Programme on Learner Use of Media at the British Open University. He has wide experience of course development, from planning to evaluation, and has provided adviceon developing open and distance learning materials in a range ofcontexts. He is editor of the international Journal of Educational Media.

Colin Latchem was formerly Head of the Teaching Learning Group, Curtin University of Technology, Perth and President of the Open and Distance Learning Association of Australia. He consults in open learning, mainly in Australia, South-east Asia and the Caribbean and researches and writes on educational matters.

Bob Moon is Professor of Education at the Open University, and a former head teacher. He was responsible for designing and implementing the university’s first postgraduate certificate of education programme.

Hena Mukherjee is Lead Education Specialist in the South Asia Human Development Unit of the World Bank and a former Chief Programme Officer in the Education Programme of the Commonwealth Secretariat. She is also Associate Professor in Social Foundations, Faculty of Education, University of Malaysia.

João Batista Oliveira is an educational consultant, based in Brazil, and a former staff member of the World Bank and the International Labour Organisation.

François Orivel is Professor, Institut de Recherche sur l’Economie de l’Education, Université de Bourgogne, France.

Hilary Perraton was, at the time of writing, Director of the International Research Foundation for Open Learning (IRFOL). He is a former member of the Commonwealth Secretariat with long experience in international education and distance learning.

Charles Potter is former Deputy Director of the Centre for Continuing Education, University of the Witwatersrand, Johannesburg and head of the centre’s evaluation unit. He is currently Associate Professor and Coordinator, Research Psychology Programme, School of Human and Community Development, University of the Witwatersrand.

Bernadette Robinson is an independent consultant on teacher education and distance education for governments, institutions and international agencies such as the World Bank, UNESCO, UNDP and UNICEF. Formerly in the School of Education at the British Open University, she is now Special Professor of Comparative Education, School of Continuing Education, University of Nottingham and a Research Associate of IRFOL.

Foreword

Some 60 million teachers are currently in the education workforce throughout the world. In order to meet the targets agreed upon by the 180 delegates who in 2000 participated in the Education For All forum in Dakar, Senegal, a further 15 million teachers will be required between now and the year 2010. These figures do not include the replacements that will be needed for teachers absent from classrooms, young teachers dying or incapacitated by the HIV/AIDS scourge, early retirement and migration to other vocations. The worldwide challenge to train, retrain and continuously refresh the skills and knowledge of nations’ education workforce is both enormous and urgent. Apart from relying on traditional ways of providing this training and retraining, governments and all other parties interested in the health of global education need to explore other methods of teacher education and training. One option is the application of distance education in order to deliver teacher training much more aggressively.

The chapters contained in this third volume of the World Review of Distance Education and Open Learning consider the experience, strengths, weaknesses, challenges, costs and effectiveness of teacher training by distance education. The chapters also consider policy issues and management challenges that governments and institutions encounter in using distance education. Although distance education itself is getting much more widely used in the delivery of liberal arts, sciences, business and computing and continuing professional studies, its use in teacher training is sporadic and often poorly resourced, especially in the developing nations of the world where it can provide maximum benefits.

The Commonwealth of Learning (COL), which has been co-sponsoring the World Review is committed to promoting wider use of distance education generally, and in teacher training, particularly. In two large regions, South Asia and Sub-Saharan Africa, the need for in-service training of under-qualified or untrained teachers is especially pressing. Not surprisingly, these two regions are also home to the most educationally deprived populations in the world. Not too long ago, policy secretaries

of education from 17 Sub-Saharan African countries met under the aegis of a COL-sponsored dialogue in Namibia. Every one of them pleaded for access to more information and knowledge on how they could put in place effective, efficient, well-functioning and well-managed distance education systems to support their teacher-training efforts. This book responds to their pleas in a number of ways. We are confident that this volume of collected works from some of the leaders in the field will add not only to their knowledge but also to that of many others concerned with teacher education.

On behalf of the Commonwealth of Learning, I wish to record our sincere appreciation to the editorial team that worked very hard in putting this publication together. We also wish to record our thanks to our publishers RoutledgeFalmer for supporting us in this venture.

Acknowledgments

The editors wish to acknowledge the assistance received from the Commonwealth of Learning and its editorial advisory group in the development of the plan of the book.

Work on this book has been carried out in parallel with research activity by the International Research Foundation for Open Learning on the use of open and distance learning for teachers. This was funded by UNESCO and by the Department for International Development (DFID), under a project that was funded as part of DFID’s knowledge and research strategy, ‘Researching the Issues 2000’. We are grateful to both agencies for being able to use material developed within those projects. It has fed into the book generally and is reflected, in particular, in material in chapters 2 and 5. We are also grateful to Hilary Perraton for permission to reproduce Table 11.2 in Chapter 11.

Teacher education Challenge and change

There is increasing and strong interest among governments, institutions, international agencies and teachers themselves in the use of open and distance education methods and technologies for initial training and continuing professional development for teachers. The last decade has seen considerable growth in the number and diversity of distance education programmes, the integration of distance education with traditional provision and new initiatives using information and communication technologies (ICT). These trends are prompted by the need to meet teacher shortages, the demand for more continuing education for teachers in a changing world, the shift of attention from quantity to quality by policymakers and planners, the introduction of new teacher educationstandards as countries progress, the new opportunities afforded by ICT, a search for improved training approaches and the imperative of finding new ways of using scarce resources.

International agencies, such as the World Bank, UNESCO, the Asian Development Bank, and the Commonwealth of Learning, and donors,such as the Department for International Development, UK; the Canadian International Development Agency (CIDA) and AusAid (among many others), are giving new emphasis to distance education in their policies and plans for teacher education. Distance education is appearing more often as an option in the strategic planning of governments andtraditional teacher training institutions (universities and colleges).

As a result, policy-makers and planners at several levels (international, national, provincial and institutional) are in need of up-to-date information about the use of open and distance learning for teacher education and some guidance in its application. Such information can be difficult to find because reports of experience are scattered over many sources, often in the grey literature of project reports or institutional documents, or are unpublished or dated or restricted to the level of description.

To provide an up-to-date resource, this book addresses a range ofplanning and implementation issues in the use of open and distance learning, taking an international perspective. It draws on the internationalexpertise and experience of professional planners and practitioners who describe

and analyse experience in the use of open and distance learning approaches and technologies for teacher training and professionaldevelopment. From their review of experience and research so far, they provide some guidance for policy-makers, planners and implementers of distance education programmes, showing how such programmes may replace, complement, extend, enhance, transform or combine with moretraditional forms of face-to-face, institution-based provision. They also offercautions in drawing lessons from experience.

THE PROBLEMS OF TEACHER EDUCATION

Our starting point for drawing those lessons is within teacher education. Open and distance learning programmes for teachers do not exist in isolation from the complex web of issues, policies and resource decisions that in any country affects teaching and teacher education. The decision to use open and distance learning, its purpose, content and the form it takes are situated within this broader environment and shaped by the agendas operating there. Open and distance education is more than an alternative delivery system and its concerns are more than operational ones. Its planning and use soon confront fundamental issues in teacher training and development: for example, how to achieve effective integration of theory with practice, or what model of ‘ideal teacher’ or theories of learning should underpin programmes and practices, or what kinds of teacher development result in better pupil learning. The extent to which planners of open and distance education engage with or neglect these kinds of issues affects the quality of the provision.

The importance of teachers in determining the quality of education is emphasized in many international reports (for example, Delors et al. 1996; UNESCO 1998; UNICEF 1999; UNESCO 2000a; European Commission 2000; OECD 2001). Yet attention to teacher education has tended to lag behind changes in other parts of the education system:

Scarce resources have frequently been used for expanding systems with insufficient attention to quality improvement in areas such as teacher training and materials development.

(UNESCO 2000a: 17)

Most countries still have targets to reach in providing sufficient numbers of appropriately qualified teachers or in improving the quality of their teaching force (and what counts as ‘quality’ changes too). This presents a formidable challenge in terms of human resource development, both logistically and financially. But the issues go beyond training alone. In synthesizing findings from the Education for All 2000 Assessment, the UNESCO (2000b: 57) report concludes that

Challenge and change3

in some countries and especially in the European region, employers’ organisations are calling for a radical restructuring of salaries, performance pay, short-term contracts ...and more exacting standards for entry into the profession.

So the quality of teachers and teaching is affected by two related aspects: the conditions of teachers in a changing environment and their training and professional development. In this chapter we examine both of these since they provide the context in which open and distance teacher education and training are embedded.

A CONTEXT OF CHANGE

In many countries, teacher education sits uneasily in a context of rapid educational change, driven by:

•a concern to make lifelong learning a reality and to equip a country for global economic competition;

•increasing government intervention and control alongside greater decentralization;

•growing use of ‘quality’ to regulate education and increase accountability;

•attempts to use limited resources differently;

•the growing prominence of information and communication technologies (ICT) and high expectations of the roles they will play in education;

•greater attention among policy-makers and planners to international comparisons and standards in education;

•emerging national standards for teacher qualifications;

•curriculum reform;

•changing views of learning, from transmission models of teaching to constructivist models of learning;

•a shift of emphasis from inputs to outcomes in judging the quality and effectiveness of education systems.

Societies expect a great deal from their education systems. Nationalgovernments and international organizations continue to set new goals: gender parity by 2005 and universal basic education by 2015; lifelong learning; inclusive education; education for peace, democracy and social cohesion; HIV/AIDS education; learners who are self-managing and independent, skilled in critical thinking and problem solving, and equipped with life skills; and learners competent in the use of ICT. These goals run alongside a persistent demand for education for economic purposes, leading to the criticism that ‘Education is now seen as a branch of economicpolicy

4Bernadette Robinson and Colin Latchem

rather than a mix of social, economic and cultural policy’ (Marginson 1993: 56).

As key agents in these changes, teachers face high expectations:

Teachers become still more critical to the success of schooling as expectations about quality increase. Responses to these pressures will often result in teachers having to operate in new organisational structures, in close collaboration with colleagues and through networks, facilitating learning and overseeing individual development.

(OECD 2001: 140)

Teachers face a widening range of demands everywhere, for example,

Teachers throughout Europe are experiencing an unprecedented transition in their role and status and demands on them are becoming increasingly multi-faceted.... Many teachers do not have the training or experience to cope with this changing role.

(European Commission 2000: 40)

Unfortunately, the high expectations and growing demands on teachers tend to run in parallel with low status, low pay and poor working conditions: ‘teachers are at the heart of the education revolution, but many feel under siege...their diminished status is a worldwide phenomenon’ (UNICEF 1999: 39).

In 1991, the situation of teachers had reached what the International Labour Organisation described as ‘an intolerably low point’, because working conditions had declined in all but a few countries (UNESCO 1998: 38). A decade later, the problems persist. Many qualified teachers leave teaching for more attractive careers, new graduates are notattracted to teaching, and recruitment into teacher training draws lower-qualified entrants as teaching becomes an occupation of last resort. Though many countries see a need to improve their teacher training, better training alone will not result in a teaching force of good quality.

TEACHERS

At least 1 per cent of the world’s population works as teachers in the formal education system alone (in OECD countries1 about 3 per cent

1OECD countries (30 in June 2001): Australia, Austria, Belgium, Canada, Czech Republic, Denmark, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Japan, Korea, Luxemburg, Mexico, Netherlands, New Zealand, Norway, Poland, Portugal, Spain, Sweden, Switzerland, Turkey, United Kingdom, USA, Slovak Republic.

Challenge and change5 of the labour force is teachers). Two-thirds of the world’s teachers live in developing countries (UNESCO 1996). Between 1970 and 1988, the total number of teachers employed in formal education increased from 25.5 to 44.1 million and by the mid-1990s it reached 60 million. For governments and societies, this represents a huge task of human resource development.

Within this occupational group, there is considerable diversity.Teachers vary in:

•the number of years of education received and the levels attained;

•the nature and amount of training completed and the kind of assessment made of their competence to teach;

•average age, social status, location (urban or rural) and income levels in relation to annual Gross Domestic Product (GDP) and to other professions;

•their skills as adult and independent learners;

•their beliefs and models of ‘ideal teacher’;

•their levels of motivation to teach well and to develop professionally;

•their access to information and communication technologies (ICT) and learning resources (teachers’ journals, books on teaching, professional associations, newsletters);

•their opportunities for professional development and support;

•the number of days per year and hours per day they work, and the proportion of working time spent teaching;

•the extent to which teaching is combined with a second job;

•the time taken to progress up the salary scale from minimum to maximum (for example eight years in New Zealand but forty-two in Spain);

•their degree of choice over placement in their first post or transfer to another school;

•the way they perceive teaching – as a stepping stone to other kinds of work or as a career for life.

Professionals and ‘para-professionals’

Are teachers members of a profession? An intergovernmental conference on the status of teachers recommended that:

Teaching should be regarded as a profession: it is a form of public service which requires of teachers expert knowledge and specialist skills, acquired and maintained through rigorous continuing study; it calls also for a sense of personal and corporate responsibility for the education and welfare of pupils in their charge.

(UNESCO and ILO 1966, recommendation 6)

However, the status of teaching continues to be disputed. Some argue that it cannot be a profession because of the sheer size of the teacher population, the diversity of qualification within it and its categorization in some countries as ‘government work’ (with accompanying low status). The use of strike action, absenteeism and teachers’ withdrawal of labour in pay bargaining are also seen as ‘non-professional’. There are gaps, wider in some countries than others, between teachers and other professionals:

In some respects, teaching sits uneasily alongside professions such as medicine, law, or architecture. Teachers, for instance, are not selfemployed, in most countries they do not have their own professional association that oversees a standard of good practice, nor generally do they have high status or higher salaries.

(Calderhead 1994: 83)

In some countries the feminization of teaching as an occupation, especially at the primary level, has been linked to low status and pay for teachers.

The educational level on entry to teaching varies widely. Though the Recommendations Concerning the Status of Teachers (UNESCO and ILO 1966) proposed the completion of secondary education as a minimum entry standard, this has not yet been achieved worldwide. A typical primary school teacher in one country may have a master’s degree and postgraduate teacher training and teach in a well-resourced school with small classes, good pay, a well-defined career path, and access to a choice of staff development opportunities and professional communities of teachers. In another, a primary teacher may have completed primary education only, be untrained as a teacher, have two jobs (teaching plus farming, trading or private tutoring) in order to earn a living wage, teach in a poorly resourced school in a remote area with little job security, salary paid months late, no career ladder in teaching and little opportunity for professional development.

The use of ‘para-professionals’ has grown with the expansion of education and the growth of community-supported initiatives to widen educational access and relevance. Para-professionals have also appeared as a second layer of teaching staff to enable qualified teachers to concentrate on selected aspects of their professional role or to compensate for teacher shortages. While the employment of para-professionals is often resisted by teachers’ unions, they have been used successfully in a number of basic education projects, for example, the Bangladesh Rural Advancement Committee (BRAC) programme (Ahmed et al. 1993; Rugh and Bossett 1998), the Meghpal experiment in tribal areas of India (Barpanda 1999), rehabilitating child soldiers in Liberia and establishing communityvillage

Challenge and change7 schools in Mali (DFID 2000). These programmes show that with careful selection, some basic training and ongoing support, para-professional teachers can be effective in the roles designed for them. Some have gone on to achieve required teacher qualifications.

For some countries, unqualified teachers have been a necessity.China’s considerable achievements in the expansion of universal basic education in the last two decades result in part from the use of unqualified minban (community-paid) teachers, though these have now been phased out as planning goals start to shift from quantity to quality. Some have achieved qualifications through distance education and joined the governmentpaid ( gongban) teaching force.

SUPPLY, DEMAND AND ATTRITION

Many of the issues about the quality of teachers and teacher training are linked to problems of supply and demand, shaped by specific circumstances. While some countries have too few qualified and trained teachers, others have too many. For example, in Russia there is an oversupply, and the number of trained teachers is growing three times as fast as the number of students, because of inefficiencies in the system, (Canning et al. 1999). In some countries shortages and inefficiencies coexist. For example, in India in the mid-1990s, 28 per cent of schools had only one teacher for every three to four classes (ActionAid 1996), while in some places large numbers of posts remained unfilled because of bureaucratic delays or malpractices even though qualified teachers were available (Mankad 1999; Kaul 1999). Other countries face severe shortages. In some African countries (for example, Malawi and Ghana) current demand for teachers far exceeds the output capacity of the teachers’ colleges.

Teacher shortages may exist throughout an educational system or be confined to particular ethnic or gender groups, specialist subjects, or rural or geographical areas (rural, mountainous, island, remote or poor urban). Shortages can also refer to teachers who have the required academic qualifications but lack professional training. For example, in the United States in the mid-1990s, over 12 per cent of newly appointed teachers had no formal training and a further 15 per cent failed to meet state standards fully (National Commission on Teaching and America’s Future 1996). In Uruguay, 70 per cent of secondary teachers had not completed teacher training courses (UNESCO 1998). In both developing and industrialized countries teacher shortages may be masked because, although there are enough qualified teachers overall, they teach subjects they are neither qualified nor trained for (especially mathematics,science, art and music).

Several factors contribute to the problems of teacher supply:

•the rapid expansion of educational systems to provide basic schooling (more children in schools for longer);

•outflows through retirement being greater than the inflows of new recruits (mainly though not exclusively in industrialized countries);

•the coexistence of general skill shortages outside education, offering teachers more attractive options;

•the inability of economies to finance the levels of teachers’ pay or conditions needed to make teaching more attractive;

•inefficiencies in the utilization of trained teachers;

•the length of time required before positive effects appear from any government intervention to increase supply;

•sudden political decisions which ignore human resource implications (for example, unexpected declarations of universal primary or secondary education or the removal of school fees);

•the loss of trained teachers through HIV/AIDS, expected to reach 10 per cent of teachers in the worst affected countries by 2006.

Teacher shortages so far have led to large classes, the appointment of unqualified teachers with lower levels of education, reduced school hours for pupils, temporary suspension of classes or subjects and an increase in teachers’ workloads where they cover for teacherless classes. One OECD (2001) report predicts an alarming ‘meltdown scenario’ where standards decline and inequalities widen if present trends continue. Attempts to solve problems of shortages have included searches for new untapped sources of potential teachers, a relaxation of entry qualifications to training, emergency training schemes, increased use of substitute or paraprofessional teachers, experiments with technology as a teacher substitute or supplement, and the creation of alternative (and often innovative) routes to qualified teacher status. Some of these are stop-gap measures, others are longer-term.

Teacher attrition

Teacher attrition (the loss of teachers from teaching) has become a major problem in some countries, both developing and industrialized. Teachers leave teaching to seek better pay and conditions and improved careerprospects elsewhere. For example, in Canada in the 1990s, only 75 per cent of newly qualified teachers took up posts as teachers and 25–30 per cent of these left teaching within their first five years (Canadian Teacher 2001). In the United Kingdom (with a total teaching force of about 430,000) around 26,700 people completed teacher training in 1998 but only 19,120 (72 per cent) were still teaching one year later (TES 4.5.2001: 3). In the

Challenge and change9

United States, the national average attrition rate among first-yearteachers is 40 per cent (Jambor et al. 1997; Russell and McPherson 2001). This means that a teacher’s professional life may be short and raises questions for planners about the returns to investment in training. Could the use of incentives retain teachers for longer? It is not clear. The issue of teacher incentives is complicated and research shows that

However well planned, non-monetary teacher incentives will rarely be effective in the absence of adequate pay, benefits and working conditions: non-monetary benefits are a complement, not a substitute for monetary benefits.

(Kemmerer and Windham 1997: 197)

Few education systems have effective incentive systems and some incentives have only short-term effects (Kemmerer 1993). Good induction programmes may achieve more. A 50-state survey in the United States showed that induction programmes reduced the attrition rate of new teachers (Darling-Hammond 2000). One programme reports a 10 per cent attrition rate instead of the 40 per cent average (Jambor et al. 1997).

Teachers are increasingly being recruited to teach in countries other than their own. For example, Guyana (a small, poor country in South America, using donor-funded distance education programmes to upgrade its underqualified teachers) has lost many of its better and newly qualified teachers to other Anglophone countries in the Caribbean, North America and Africa (Botswana). In May 2001, New York City’s Board of Education sent teams to the Caribbean to recruit 8,000 teachers for the city’s poorly performing public schools at a salary at least four times that of teachers in Caribbean countries. At the same time, the UnitedKingdom recruited teachers from the United States and many other countries to help solve its problems of teacher supply. These few examples illustrate the increasing mobility of teachers in what is now an international labour market.

So far we have examined some macro-level issues. In the next section we turn to teacher education and training.

THE

SEARCH FOR EFFECTIVE TEACHER EDUCATION AND TRAINING

The education and training of teachers was identified as one of sixteen indicators of quality in school education (European Commission 2000) but there is uncertainty about what constitutes effective training and teaching:

The paucity of models of learning to teach, and lack of systematic data on such central issues as teaching competences and mentoring, highlight the lack of a sound empirical base from which to develop teacher education.

(Bennett et al. 1993: 220)

Programmes vary in curricula, length, standards, levels, location (schoolbased or institution-based), accreditation, funding and the balance between professional or pedagogical and academic subject components. Before going any further, we need to clarify our use of ‘training’. Though ‘teacher training’ and ‘teacher education’ are often used interchangeably, many teacher-educators consider teacher training too narrow a term to describe the range of professional and personal learning experienced and criticize it as indicating a behaviourist approach. Teacher training is also used to refer to the professional studies or pedagogic part of teacher preparation and development. Teacher education, on the other hand, is seen as encompassing the whole process of teacher preparation in academic subjects, pedagogy and personal development. However, ‘teacher education’ and ‘training’ are difficult to disentangle because

learning to teach involves being able to reason about one’s actions, being able to justify particular strategies, understanding the subject matter, children and their ways of learning, and having a conception of the purposes of education and the ways in which schools operate in order to promote education.

(Calderhead and Shorrock 1997: 192)

In this chapter we use ‘teacher training’ to mean far more than narrow skills training.

In some countries, teacher quality is defined mainly by level of qualification and the idea that a highly qualified teacher can be a poor one is alien. Subject knowledge is essential and influences what and how teachers choose to teach, but by itself it is insufficient for effective teaching and learning. To be effective, a teacher needs a combination of knowledge and skills: in academic subjects, school curricula, pedagogy, child development, communication, classroom management, creation and use of learning resources, assessment of learning and monitoring of individual progress. Research shows that teacher ability, teacher education and teacher experience are consistently related to pupil achievement (Greenwald et al. 1996) and that three critical determinants of effective teaching are knowledge of the subject matter, pedagogical skills and motivation to teach (World Bank 1990). A growing body of research also reveals the importance of teachers’ beliefs in shaping what and how they teach and their attitudes to teaching in general.

Challenge and change11

A major challenge for teacher educators is to find ways of integrating the different elements that come under the label of ‘teacher education’ into a coherent whole.

Reconceptualizing teacher preparation and development

The need to reconceptualize teacher preparation and development as a ‘whole career’ is repeatedly voiced yet difficult to achieve for several reasons: the conflicting views of stakeholders; the multiple sources ofcontrol and funding; competing demands for resources and entrenched imbalances in the allocation of funding; adherence to traditional trainingmodels; widespread neglect of the induction phase; and inadequate policies.

Teachers’ development has three main phases: initial preparation, induction to teaching and continuing professional development. The first two are sequential in most countries but in some, teaching experience may precede initial training or, in the case of school-based training, may be simultaneous. Each phase has different needs for training andsupport. Although there is agreement that important qualitative differences exist in the thinking of novice and expert teachers (Chi et al. 1986; Calderhead and Robson 1991), the planning for teacher preparation, induction and development sometimes takes little account of them. Research has indicated some identifiable stages in the process of becoming a teacher and different models have been constructed (for example, Berliner’s (1994) five-stage model of novice, advanced beginner, competent performer, proficient performer and expert teacher). While models like Berliner’s have been criticized as too linear and neat (unlike messy reality) or not having the right number of stages, at least they provide a principled basis for planning – an element often missing. Out of such models, some countries are experimenting with competency-based national standards for different stages of a teacher’s career. In some cases, a statutory framework is being established (see Table 1.1 for an example).

Preparing teachers: initial teacher training

Initial teacher training most often takes the form of full-time residentialpreservice programmes in teachers’ colleges (post-secondary) or universities or, in some developing countries, secondary-level ‘normal’ teachertraining schools. Initial qualifications may also be available to serving unqualified teachers through distance education or ‘out of school’ programmesduring vacations or on release from schools for extended periods of time.

The professional studies or pedagogical components of initial teacher training programmes can be either consecutive or concurrent with academic subject study. In some countries, such as the United Kingdom

Table 1.1 Career stages and standards for teachers in the United Kingdom

Stage of career in schools

Headteacher

Newly appointed headteacher

Aspiring headteacher

Deputy headteacher

Positions of leadership (middle management)

•Head of department

•Subject co-ordinator

•Key-stage co-ordinator

•Head of a year-group (several classes)

•Head of special educational needs

Expert classroom practitioner (for excellent teachers wanting to remain classroom practioners but also with a role in disseminating good practice)

Practitioner

Beginning teacher. Career entry profile (identifies individual teacher’s strengths and needs for development)

Trainee

Source:Teacher Training Agency 1998

National Standards (government initiative)

National standards for headteachers

National professional qualification for headships

Leadership programme for serving headteachers

‘Headlamp’ programme, to be taken within two years of appointment (entitlement to grant for it)

National professional qualification for headships a prerequisite for appointment to headships

National standards and professional qualifications for subject leaders

National professional standards for special educational needs co-ordinators

Advanced skills teacher (licence), national standards

Three distinct areas for development:

1Identified national priorities

2School development priorities

Both funded through the government Department for Education and Employment’s Standards Fund and New Opportunities Fund.

3Individual development needs identified through annual appraisal

Upgrading of degrees financed mainly by individual teachers

Qualified teacher status (national standards)

Statutory induction year

Initial teacher training (national standards)

Challenge and change13

Box 1.1Variation in initial teacher training programmes in Europe

A study of initial teacher training programmes for lower general secondary teaching in thirty European countries shows wide variation in two respects: the duration of courses overall and the balance of time between study of academic subjects and pedagogy or practical training.

Programme length varied from three years (Belgium) to seven (Luxembourg). The average length of programme was four to five years. In eight countries, programmes took five years to complete; in fourteen countries, four years.

The amount of time spent on pedagogic or practical training within programmes varied too, from less than a year (Ireland, Poland, Romania and Slovenia) to almost four years (Germany). As a proportion of total programme time, this varied from a sixth to two-thirds. The study notes that the balance of time given to the teaching of subject knowledge and to pedagogy and practical training was a matter of concern to all countries in the study.

Source:European Commission 2000: 41

and New Zealand, both models exist. For primary and lower secondary training, the concurrent model of pre-service training predominates while for upper secondary, the consecutive model is more common (OECD 2001). The consecutive model offers more potential for cost savings and flexibility in meeting fluctuating demand. The length of programmes and balance of academic subject study with pedagogy varies (see Box 1.1). Internationally, the duration of teacher preparation programme ranges from 100 hours to several years.

Initial teacher training is often criticized for its inadequacy in preparing students for teaching. Part of the criticism may be attributed to the unrealistic expectation that initial training can produce a fully fledged teacher, but part may relate to the form of preparation provided. There is surprising adherence to the traditional residential college-based model of initial training. This is costly yet continues to be the only route to qualified teacher status in some countries. However, the last decade has seen the introduction of more alternative routes to qualification, such as schoolbased training, mixed-mode programmes combining formal campus-based study with lengthy periods in schools, accelerated training programmes, mobile training programmes and distance education. A problematic feature of initial teacher training is the school experience component

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SYCAMORE MAPLE

Acerpseudo-platanus Page 30

CHAPTER IV THE ASHES

1. Red Ash. 2. White Ash. 3. Black Ash. 4. European Ash.

Chapter IV

THE ASHES

Family Oleaceæ

IN winter there is little to attract us in ash trees beyond a certain bold strength of trunk and limb. There is no grace or delicacy whatever in the branches, the twigs are coarsely moulded, and the buds are thick and leathery. The popular prejudice existing against ash trees in summer, when the contrast of their light foliage and heavy trunks makes it less deserved, is fully warranted in winter; but if the ash is ugly, the wood of few trees is as generally useful, and its literary history dates back to the “Odyssey” and to the Eddas of Norse mythology.

The generic name, Fraxinus, comes from the Latin phraxis (separation), and probably alludes to the wood of the European species which splits easily. There are about fifteen different species in the United States, three of which are found commonly in New England. The green ash, which used to be considered a distinct species, is now thought to be a variety of the red ash.

All the ashes have opposite leaf-scars.

Alarge tree witha straighttrunk.Barkfurrowed withirregularridges,thehollowsformingdiamond shapes frequently. Buds smooth, thick and hard likeleather , andarustybrowncolor . Twigssmooth, without down. Leaf-scars opposite, and the stems are flattened at the nodes. Cross-shaped branching of the twigs againstthesky.

White or American Ash

Fraxinus americana

Page 36

AMERICAN ASH

Fraxinusamericana

The white ash is a tree which we find frequently along roadsides and in the woods everywhere in New England. The characteristics which distinguish it from other trees in winter are the close diamondshaped fissures of the bark, the rusty brown buds, and often the old clusters of paddle-shaped fruit hanging on the tree. On some ash trees black, berry-like excrescences are found hanging in dry clusters on the ends of the branches. These are not clusters of fruit, as might at first be supposed, but the diseased and undeveloped remains of the panicles of staminate flowers which have been injured by mites, —curious freaks resembling oak-apples and the outgrowths of other insect poisoned plants. Occasionally these berry-like clusters have been gathered as seeds, by mistake, instead of the true fruit, a mistake which does not seem remarkable when the fruit-like appearance of the clusters is considered.

The wood of the white ash is heavy, tough, and strong, and is much used for agricultural implements, tool handles and oars, for the interior finish of houses and in the construction of carriages. Emerson tells of an ash which was felled in Granville many years ago, the wood of which furnished three thousand rake stalks. The tree from which I took the following photograph, stands on a farm in Sterling, Massachusetts, and measures over fourteen feet in circumference, five feet from the ground. This trunk illustrates the massive strength which gives the ash its one æsthetic quality.

This tree resembles the white ash, but is distinguished from it by the down on the recent shoots. It is a smaller tree than the white ash, morespreadinginshape.Thetwigsarelesscoarse and branch more frequently, with less space between the buds,— shorter internodes,—on shoots of the same age. Buds

The red ash is much less coarsely moulded than the white ash, and in its leafless season, particularly, the contrast between its branches and those of the white ash is plainly seen. The fissures in the bark of the red ash seem a little finer and nearer together than those of the white ash bark on trees of the same age. The soft down on the recent shoots remains through the winter; and this, with the finer twigs, which branch more frequently, and the smaller, darker buds, makes the tree easily distinguished from the white ash in winter,—more easily even than in summer.

The staminate flowers of the red ash are afflicted by mites in the same way as those of the white ash, producing unsightly clusters which hang on the tree all winter.

The wood is much less valuable than that of the white ash.

Black Ash Fraxinus nigra inconspicuous,smallerandblackerthanthoseofthewhiteash.Bark closelyfurrowed,likethatofthewhiteash.Leaf-scarsopposite.

A slender tree, 40 to 70 feet high. Trunk dark gray, often disfigured with knobs. The buds are black, and the young shoots greenish. Coarse twigs;oppositeleaf-scars.

The black ash is distinguished from the white and red ashes by its darker buds and by having a less pinched, flattened appearance at the nodes on the stem. It grows throughout New England in swamps, in wet woods, and in moist, muddy ground near rivers. In the woods its trunk is found frequently without branches to a great height, and Emerson calls it the most slender deciduous tree to be found in the forest. It is sometimes seventy or eighty feet high, with a trunk scarcely a foot in diameter.

The wood of the black ash is heavy but not strong. It is used for fences, for the interior finish of houses, and, after being separated into thin strips, it is used in making baskets and the bottoms of chairs. Its sap was an old remedy for earache, obtained by holding a green branch before the fire.

The specific name, nigra, refers to the color of the buds.

European Ash Fraxinus excelsior

A large tree, with a lofty, spreading head and short, thick trunk. The bark is ash-colored when old, and dark gray when young. Very black buds distinguish it from the American species.Opposite leaf-scars.

The European ash is planted frequently along roadsides and in our parks and gardens. It is indigenous to Northern, Central, and Southern Europe. Its jet black buds distinguish it from other ash trees. In the chapter called “A Visit to an old Bachelor,” in Mrs. Gaskell’s “Cranford,” Mary Smith tells us how she was talking to Mr. Holbrook in the fields, and how he quoted poetry to himself and enjoyed the trees and clouds and glimpses of distant pastures, and how he suddenly turned sharp round and asked, “Now, what color are ash buds in March?”

“Is the man going mad? thought I. He is very like Don Quixote. ‘What color are they, I say?’ repeated he vehemently. ‘I am sure I don’t know, sir,’ said I, with the meekness of ignorance. ‘I knew you didn’t. No more did I an old fool that I am!—till this young man comes and tells me. Black as ash buds in March. And I’ve lived all my life in the country; more shame for me not to know. Black: they are jet black, madam.”

The “young man” he refers to is Tennyson, and the quotation, “Black as ash buds in the front of March,” is a simile used in “The Gardener’s Daughter,” and it shows how acute Tennyson’s powers of observation were, and how true his descriptions of nature.

The buds of the ash open later in the spring than those of other trees, and the leaves unfold very slowly. Tennyson also noted this characteristic:—

“Why lingereth she to clothe her heart with love, Delaying as the tender ash delays To clothe herself, when all the woods are green?”

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