Annotated
Bibliography
|
Armengol,
M.C. (2002, October). Global and critical visions of distance universities
and programs in Latin America. International Review
of Research in Open and Distance Learning, (3)2. Retrieved June
14, 2005 from: http://www.irrodl.org/content/v3.2/armengol.html |
|
Armengol's
essential argument is that (a) despite development efforts and
globalization of the past two decades, Latin America has become
increasingly poor and increasingly marginalized; (b) education
could help combat this problem, but the current university system
is rigid, conservative, and non-responsive to needed changes; and
(c) distance and virtual universities can function not only as
alternatives to traditional universities, but also as fundamental
engines for restructuring the university system and, as a consequence,
driving important social and economic changes. In other words,
Latin America needs effective reform. Education can do it. But
not until education is reformed. And DE can do that.
According
to Armengol, the biggest problem with the current university
system is that it is based on the "French, Napoleonic model." This
model is insular, faculty dominated, usually operates in an information
silo structure, and its pedagogy is primarily based on rote memorization.
This model is inimical to the kinds of learning needed in an
information global society, where collaboration, community, and
information sharing are the dominant paradigm. Armengol's point
is that distance education, with its collaborative, learner-centered
pedagogy is the model needed to (a) help reform education and
(b) help Latin America better function in a global society.
|
Barkin,
D. (2001). Neo-liberalism and sustainable popular development. In
H. Veltmeyer & A. O'Malley (Eds.), Transcending
neoliberalism: Community-based development in Latin America (pp.
184-204). Bloomfield, CT: Kumarian Press. |
|
The
first part of Barkin's article is a fierce criticism of neo-liberalism,
which is, according to him, responsible for "exacerbating
the polarization of society in all of its dimensions" (p.
184). The second part of the article argues for a sustainable development--
a productive reorganization that encompasses local groups throughout
the world. He recognizes that implementation strategies will vary
among different regions and eco-systems, but the single common
denominator is effective democratic participation. In discussing
the importance of networks as a strategy for sustainable development,
he does not mention ICT as a way of making that happen. But his
critique and analysis clearly assumes the context of a globalized
economy.
|
Berruecos,
C. (2004). Open university and distance education coordination: Strategies
used to consolidate distance education at the National
Autonomous University of Mexico. International Review of
Research in Open and Distance Learning, (5)2.
Retrieved June 8, 2005 from: http://www.irrodl.org/content/v5.2/berruecos-research.html |
|
This
is a case study of how the Open University and Distance Education
Coordination (CUAED) division of the National Autonomous University
of Mexico (UNAM) planned and implemented an ambitious 18-month
program to expand distance learning in Mexico. First, instead of
licensing Blackboard, WebCT or other commercial products, they
went the open source route and developed their own learning management
system called the "PUEL" system. Second, they took over
an abandoned 9,000 square meter textile factory in the State of
Tiaxcala and created a Distance Education High Technology Center,
where courses are designed, research and training are done, and
best practices are disseminated, etc. Third, they restructured
UNAM's old Open University and created a Board of Distance Education.
The board coordinates, manages, and evaluates, but essentially
they function to decentralize, to use the PUEL system to provide
the necessary infrastructure and resources for their schools to
actually perform distance education. Essentially, they centralized
their decentralization. And they are extremely successful.
|
Boff,
A. M. (2004, April). Distance learning for teacher training in Brazil. International
Review of Research in Open and Distance Learning,
(5)1. Retrieved June 14, 2005 from: http://www.irrodl.org/content/v5.1/bof.html |
|
This
article is essentially a report/case study on the Proformacao project
that employs distance learning strategies to increase teacher training
in Brazil. The goal was to provide training to 27,000 uncertified
teachers in 15 Brazilian states. The very existence of such a project
(much less its success) is surprising, especially in light of the
Brazilian Ministry of Education's conservative, backward, and obstructionist
reputation regarding distance learning (see Litto below).
What is especially interesting is that in teaching strategies this
is old-fashioned distance learning delivery that depends on the
distribution of written materials (study guides, workbooks) and
on individual attention given by tutors, but in program management,
it depended on communication networks and computer database management
systems. Using technology, the project leaders were able to decentralize
functions and manage disparate groups of stakeholders who contributed
to the success of the project. They used ICT not to teach, but
to manage the teaching.
|
Bush,
T. & Charron, R. (2003). Open and distance learning for school
managers. In B. Robinson & C. Latchem (Eds.), Teacher
education through open and distance learning (pp. 128-148).
London: Routledge. |
|
The
Bush and Charron piece is primarily an argument for training school
managers, and it offers some basic features of a successful distance
training program. First, Bush and Charron make the very important
point that one of the most significant components of successful
schools is the quality of leadership and management. Typically,
this involves the principal or head teacher--individuals who are
often simply promoted to such positions because of success in teaching.
But teaching and management require a different set of skills,
and the best teachers are not always the best managers. Certainly,
they need training. Further, in recent years there has been a significant
movement of decentralization in developing countries, increasingly
shifting responsibility from central offices and government agencies
to individual schools. Much is asked of a school manager. Little
training is offered. Bush and Charron suggest the following features
as typical of successful training for school managers: high quality
materials, school focused assessment, support by a facilitator,
accreditation, and clear aims, content, and support.
|
Butcher,
N., and Roberts, N. (2004). Costs, effectiveness, efficiency: A guide
for sound investment. In H. Perraton & H. Lentell (Eds.), Policy
for open and distance learning (pp. 224-246). London: RutledgeFalmer. |
|
Butcher
and Roberts do cover very generally some key concepts of costing,
including: cost drivers, capital costs, the difference between
actual costs and notional estimates, and the difference between
variable costs and fixed costs, as well as the concepts of direct,
indirect, and overhead costs. But financial planners usually know
those sorts of things. The force of their chapter, really, is to
put costing of distance learning in context and warn against typical
problems and popular misconceptions. One typical problem, for instance,
is that while short-term costs are usually dealt with fairly well,
planning for long-term sustainability is often overlooked. And
one typical misconception is that distance education is less expensive
than contact education. It is and it isn't. It depends so much
on the numbers and how well the planners balance efficiency with
effectiveness. This takes the costing issue out of realm of simple
numbers, and puts it into such disciplines as course design, media,
technology, and such. Essentially, Butcher and Roberts give general
information on how to manage the highest quality learning for as
many people possible at the lowest cost possible. That's the balancing
act distance learning financial planners need to perform.
|
Carnoy,
M. (1999). Globalization and educational reform: what planners
need to know. UNESCO. Retrieved June, 10, 2005 from:
http://unesdoc.unesco.org/images/0012/001202/120274e.pdf |
|
In
this 96 page publication, Carnoy explains globalization and how
it has affected education reforms. His primary point is that since
globalization has been dominated by financial-driven strategies
and free-market ideologies, less has been spent on education instead
of more, and this has been counter-productive, not only to education,
but also to the nation-states' ability to function effectively
in the global market. In sum, Carnoy
suggests that globalization can be and should be embraced, but
some of the ideological rhetoric of finance-driven reforms should
be resisted. Other reforms, however, such as decentralization,
testing and standards, can work as long as there is a coherent
and systemic effort by the public sector that produces more and more
effective public spending.
Part
I considers what globalization is. Carnoy argues that
it is not merely a matter of trade, investment, or national
economy, but a "new way of thinking about social space
and time" (p.19).
Part
II considers the impact of globalization on work.
In terms of education, his essential point is that while new
information technology may displace workers and may influence
short-term training and investments, that does not negate the
essential fact that the new labor markets are increasingly
information intensive, flexible, and disaggregative--and that
our educational strategies should take that into account.
Part
III considers globalization's impact on educational
reform strategies. Here, Carnoy argues that changes in the
world economy have provoked three kinds of reforms in education:
(1) competitiveness-driven reforms, (2) finance-driven reforms,
and (3) equity-driven reforms.
Part
IV discusses educational reforms in the global economy.
In this section, Carnoy cites empirical studies that have shown
the ineffectiveness of most reforms. For instance, studies
show that the neo-conservative policies promoted by the WorldBank
and IMF are associated with increased poverty, increased inequality
and slow or negative economic growth; these financial reforms have
actually served to limit public resources for education. According
to Carnoy, the motives for educational reform have been essentially
financial and ideological--not, really, educational. Such reforms
have actually increased (not relieved) pressure on teacher
salaries and, as a consequence, have produced resistance in
those most central to education improvement. Carnoy
argues that teachers are the key to producing academic success
and that decentralization globalization reforms have actually
done more harm in this regard than good.
Part
V considers the impact of globalization on educational
practices. Especially interesting is the research that has
shown that students in Cuban schools (which obviously have
not followed WorldBank policies) have scored almost two standard
deviations higher than those in Brazil, Chile, and Argentina--schools
that have followed all the policy recommendations of the new
global thinking. Carnoy's point here is that Cuban schools
use tests as an incentive to invest more, not less in education. Carnoy
argues that for testing to be effective, it needs to be a part
of a systematic effort to assist teachers and schools, not
reduce their funding. Perhaps
the heart of the entire book is when Carnoy argues that if
nations hope to increase the skills of their students, they
will have to rely on the commitment of their teachers and to
do this requires a "management system that takes teacher
needs into account and involves their participation in improving
the quality of education" (p.
71). In 1999, Carnoy is extremely optimistic about the new
information and communication technologies and the extraordinary
opportunity they offer for extending schooling to
more difficult to reach communities.
Part
VI considers globalization and cultural identity.
Interesting here is Carnoy's observation that those less successful
in the global marketplace turn in other directions for their
identity and do so more intensely than in the past. Especially
troubling is how the less globally successful are turning to
religious fundamentalism. Carnoy notes that the fastest growing
self-identify group is Muslim fundamentalists, but Christian
fundamentalism and Hindu fundamentalism are growing and mobilizing
as well. Obviously, this has serious consequences not only
for education, but also for world peace.
Part
VII sums up by suggesting some basic educational strategies
for a global economy. Carnoy points out that there is no right
way to organize an education system, but there are some objective
realities that educational policy makers should keep in mind.
They include:
- Privatization
and well-run scholarships may be the most equitable way to
improve access.
- Planners
should reconsider long held views about the balance between
general education and vocational education.
- Educational
systems need to be more flexible--accepting adults returning
for life-long learning.
- Testing
and evaluation brought about by globalization can have a
positive effect on educational quality "when combined with
an activist and well-organized public-sector effort to improve
capacity for teaching and learning" (p. 85).
- Decentralization
and local autonomy can be productive and can help preserve
identity and culture
- The
new information and communication technologies have enormous
implications for making education available to more students
and ever-decreasing costs.
See Summary
of Globalization and educational reform: what planners
need to know for more detail.
|
Collis,
B. & Jung, I. (2003). Uses of information and communication technologies
in teacher education. In B. Robinson & C. Latchem
(Eds.), Teacher education through open and distance learning (pp.
1-27). London: Routledge. |
|
The
Collis & Jung piece mostly states the obvious: there is a difference
between training teachers how to use ICT and training with ICT;
ICT can function as a complement to the teaching process, or as
the core; if it is the core, then it is more important; there is
a danger of the digital divide; ICT will become increasingly common
and can be used to reach more people and a cost savings. But the
obvious can be useful, since it provides an overview of the subject.
The authors have a column in a table that lists "Supporting
new ways of teaching and learning" which is helpful in terms
of the pedagogical implications of using ICT. But in the text of
their chapter, they essentially ignore pedagogy and do not address
how ICT can function as a common "place," how it not
only revolutionizes access by redefining distance, it can be a
transformative tool in moving teacher training from "delivery" modes
to constructivist learner-centered modes. There seems to be a general
assumption in this piece, as in several others, that ICT is primarily
a delivery mechanism, when in truth, it is much more. Approximately
a third of the text was an annotated list of Web sites. I found LearnLink to
be especially interesting.
|
Creed,
C. (2001). The use of distance education for teachers. International
Research Foundation for Open Learning. Retrieved
June, 10, 2005 from: http://www.col.org/irfol/Mappingreport-finalDr4.doc |
|
This
extremely useful publication has four major parts.
Part
One establishes teacher education in terms of its
relationship to distance education, education, and global development.
Creed notes that in recent years, there has been a shift in
teacher education from the old model of training teachers at
the beginning of their careers (with maybe a professional development
update every few years) to a newer model of a continuous lifelong
learning activity. Additionally, the new thinking in teacher
education gives prominence not to "first theory then practice," but
to the reflective teacher who finds theory in practice through
action research. Creed argues that ICT has given new prominence
to distance education in general and to the exciting new possibilities
for teacher education in particular. The rationale for DE for
teacher education is that it can (a) increases access and opportunities
with its wider geographical reach, (b) be cost effective, and
(c) help to support teachers in times of educational change
and curricular reform.
Part
Two considers the factors that contribute to the success
of distance education for teachers, focusing on organizational
models, content, curriculum and technology. Creed's
primary point is that successful DE programs for teachers must
have coherence (in aims and purpose) and cohesion (in policy). Here,
she touches on the issue of centralization vs. decentralization.
The author makes the interesting point that distance education
programs often feed into the so-called "transmission view" of
education--the simplistic notion that all is missing in deprived
areas is instructional materials. Further, DE also supports
the centralization tendencies of some ministries of education.
But Creed argues that such centralizing tendencies need to
be balanced with two way interaction between students and tutors
and that one of the best rationales
for DE is that it can centralize and industrialize those parts
of teacher education for which it is appropriate and, as a
consequence, free up more time and resources for interaction
and reflection. This is, of course, why ICT
is so exciting and why it has brought DE to center stage--ICT
can not only deliver education, it also can provide opportunities
for two-way (even multi-way) communication and interaction.
Creed spends some time discussing policy cohesion and how program
leaders need to be involved in delegating the management and
organization of the practicum to a wide range of education
partners, including teacher training colleges, schools, principals,
head teachers and local tutors. The
interesting point here is that even if ICT can't be used to "deliver" education
to students because of infrastructure limitations, it often
can be used to manage the complex network required to make
the teacher practicum successful. In terms
of content and curriculum, Creed points out that DE teacher
education not only serves general education, subject education,
and political contexts, it also serves to update international
trends in education, ushering in such innovations as action
research, collaborative and cooperative teaching, peer evaluation,
and self-reflection. In terms of technology, Creed notes (in
2001) that teacher education by distance is still dominated
by use of print, but that much energy and excitement is generated
by ICT, especially since ICT is beginning to blur the distinction
between distribution and teaching. ICT allows for both to happen
at a distance.
Part
Three considers costs and funding. Creed points out
that distance learning is often characterized by having high
fixed costs and low variable costs, which contributes to economies
of scale. But she also points out other economic efficiencies,
such as if the student studies part time while working full
time or part time, then no one has to pay for residence costs
or loss of production from the working teachers. Here, Creed
notes that while there are various funding options (government,
student fees, private, local, donors, NGOs), most teacher education
in developing countries is paid for by ministries of education.
In terms of technology, obviously, the more sophisticated the
medium, the higher the cost of materials for development--radio
costs more than print, television costs more than radio, and
computer-based learning continues to cost more than other media.
Further, the single most expensive item in a program of teacher
education is student support.
Part
Four lays our a research agenda for further improvement.
Creed notes especially that decision makers do not have an
accessible body of research to make their decisions, and we
simply we do not know enough about effectiveness of different
management models, either centralized or decentralized.
|
de
Moura Castro, C. & Garcia, N.M. (2003). Community colleges:
A model for Latin America? Washington, D.C.: Inter-American
Development Bank. |
|
This
is primarily a study of the community college system in the United
States and Canada, yet each time a policy or experience is discussed,
de Moura Castro and Garcia then make intriguing links to Latin
America, suggesting how such a policy/experience might work there.
Throughout the book, de Moura Castro and Garcia include numerous
statistics, examples, case studies and models of Latin American
(as well as US) higher education.
The
authors clearly admire the North American community college movement
of recent decades, describing it as the most democratic of any
segment in higher education. They lay out their argument for
Latin America by considering the characteristics of the US community
college system. For instance, since CCs are learner-based and
community based, they are more responsive to social and economic
needs of students than the traditional university. This is what
Latin America needs. And since the US community colleges are
able to respond quickly to change, they have been quick to embrace
information technology, changing demographics, and world globalization
trends. This, too, is what Latin America needs. Also, the US
community colleges maintain close ties to local businesses, engage
in partnerships, and collaborate with K-12 schools and community
organizations far more than do traditional universities. And
where traditional universities take pride in excluding students,
US community colleges take pride in including students.
And that, perhaps, is the primary reason Latin America should
focus on the US community college model--they are inclusive and
focus on the needs of the academically under prepared student.
de
Moura Castro and Garcia also consider funding. Since local control
is a basic tenet of the US community college system, there really
is no national governing body or single financing model. But
the bulk of funding comes from local and state public sources
and keeps the cost for the student significantly less than the
traditional university. Something Latin America should emulate.
One of the more intriguing case studies in funding is the Tarrant
County Community College system in Texas (Fort Worth).
The
authors admit that the transfer of credits issue is a major one.
And perhaps the primary reason for the success of community colleges
in the US is the fairly widespread practice of higher ed institutions
accepting transfer credits. Admittedly, this can cause problems,
especially for certain programs (such as engineering) where the
community college two-year course of study is primarily practical
and the higher ed first two years is primarily theoretical. Here,
the authors point out the Canadian practice of "bridge" courses
that can help bring the transfer student up to speed in theoretical
background.
|
Economic
Commission for Latin America and the Caribbean. (2003). Road
maps towards an information society in Latin America
and the Caribbean. United Nations. United Nations. Retrieved
June 12, 2005 from: http://www.globalpolicy.org/socecon/inequal/2003/09digdiv.pdf |
|
This
book was prepared for the Regional Preparatory Ministerial Conference
of Latin America and the Caribbean for the World Summit on the
Information Society, which took place in Bavaro, Punta Cana, Dominican
Republic, from 29 to 31 January, 2003.
The
first part of the report essentially sets the context--defining
an Information Society, and citing research that shows that information
digitization and communication can have a strong positive impact
on economic development and productivity--it is even estimated
that it could even make up 20% of Latin America's GDP in the
near future (p.17). Further, the digitization process can also
be used to improve learning opportunities and raise educational
standards, which then can benefit society as a whole. The report
recognizes the extraordinary opportunity that the Information
revolution offers developing countries in the global market.
But it also recognizes the grave consequences of not participating
and essentially being shut out due to a sort of international
digital divide.
The
report argues that ICT can (a) promote education and health care,
(b) improve economic efficiency, (c) increase cultural and political
participation, (d) assist in poverty reduction, (e) promote equality
by integrating marginalized groups, and (d) support the creation
of global partnerships. The authors claim that the question is
no longer a matter of whether to "get connected" but
when and how.
The
report concludes with the "Bavaro Declaration" which
includes guiding principles and a listing of priority issues.
The guiding principles (there are 12) essentially proclaim that
the Information Society should benefit individuals, communities
and society in general; contribute to the eradication of poverty,
the creation of wealth, the promotion of democratic participation
and ensure equal opportunity; be inclusive, nondiscriminatory,
global, and led by governments.
|
Economist
Intelligence United Limited. (2004). The 2004 e-readiness rankings.
IBM. Retrieved June 15, 2005 from: http://www.netcaucus.org/statistics/2005/eready2004.pdf |
|
This
report ranks the world's 64 largest economies in terms of their
ability to support e-business and how amenable their market is
to internet-based opportunities. Though the focus is on business,
the study obviously has much to offer the educational planner considering
ICT as part of the delivery, support, or management of distance
learning.
The
report recognizes the wireless phone phenomena. In most of the
developing world, there are more mobile phones in hands than
PCs on desks, and it is interesting how phones themselves are
becoming delivery mechanisms for internet services. Across Latin
America, mobile subscriptions grew by 18% in 2003. The trend
is expected to continue.
The
report breaks the countries down in four tiers. There are 25
countries in the top tier for e-readiness. They include the US,
Canada, Australia, New Zealand, and most of Western Europe, as
well as Singapore, Hong Kong, and Japan. The second tier includes
much of Eastern Europe, as well as Chile, Brazil, and Mexico.
Chile is the highest rated Latin American country (29), followed
by Brazil (35) and Mexico (39). The third tier includes Colombia(41)
and Venezuela (44). The fourth tier includes Ecuador (56).
The
report recognizes the obvious North-South divide in the Americas,
and notes that Latin American markets have moved very little
since the 2003 report. There are, however, positive signs. "Governments
are increasingly supportive of e-commerce activity, mobile penetration
is expected to grow, and the Internet is no longer the preserve
of the rich" (p. 10).
Mexico
is especially encouraging. The country's telecom regulator,
Cofatel, is seeking to expedite the installation of Internet
services, and the Mexican government has begun an ambitious e-commerce
plan called "e-Mexico" designed, essentially, to make
online government services accessible to as many as possible.
At the time of the report, this initiative has installed local
access sites in 2,300 municipalities. They plan is to install
20,000 such sites by 2006.
Perhaps
most encouraging for the educational planner of distance learning
for Latin America is in Brazil, where a private trade group called
the Telecom Standardization Fund (FUST) has plans to install
free broadband in all public schools by the end of 2004. The
Brazilian government was actually the first in the world to allow
corporate tax filings online. In 2003, nearly 95% were submitted
online.
|
Hawkridge.
D. (2003). Models for open and distance learning: 2: Globalisation,
education, and distance education. The Commonwealth
of Learning. Retrieved June 18, 2005 from: http://www.col.org/irfol/2003_MODL_Globalisation.pdf |
|
This
publication from the Commonwealth of Learning was put together
in order to support an informed a dialogue on education and globalization
specifically related to the World Trade Organization's General
Agreement on Trade in Services (GATS). It is an extraordinarily
useful document for anyone interested in distance learning and
its relationship to globalization. The report consists of numbered
paragraphs--clearly, precisely, and objectively laying out the
issues on both (or, rather, several) sides.
Without
question, globalization and the needs of a global knowledge economy
are driving the movement of education across borders. Those favoring
education/globalization under GATS are, principally, the WTO,
multinational companies, and corporate universities. Those skeptical
of GATS are typically trade unions and international associations
of universities, primarily because they perceive GATS to be a
threat to their funding and existence.
What
is interesting about the globalization of education is that it
pretty much assumes, by definition, distance education.
Advocates
of globalization of education argue that (a) international students
and faculty enrich the curriculum, (b) students gain access to
knowledge and expertise, regardless of where they live; (b) global
markets help maintain income; (c) private companies can help
satisfy unmet demand; and (d) economies of scale can be achieved
through distance learning. Essentially, advocates of GATS see
knowledge as a commodity and education as a service to be traded
globally. International agencies and organizations that support
GATS and cross-border trade in education include the WTO, the
World Bank, The Observatory of Borderless Higher Education, as
well as the European Union.
Opponents
of cross-border trade in education argue that distance learning
(a) is inferior to F2F learning, (b) discriminates against the
poor, and (c) imposes a common curriculum, thus subverting cultural
diversity and helping to destroy national identities. They believe
that cross-border trade in education (a) undermines co-operative
internationalism, (b) accelerates commodification, (c) erodes
employment conditions, (d) constrains academic freedom, (e) will
raise student fees and reduce public funding, (f) will damage
quality, and (g) will prevent governments from regulating in
the public interest. Agencies that oppose GATS are UK trade unions,
the Association of University Teachers, and the National Union
of Students.
This
48 page document is full of information and statistics on distance
learning in the context of globalization. For instance, we learn
(a) that in 2003, Sylvan learning--now Laureate--delivered courses
to over 37,000 students in Mexico and (b) that in 2000, the US
exported over $10 billion in education (and imported $2.1 billion).
One
particularly interesting subject is how the very nature of distance
learning supports partnerships, consortia, and various institutional
collaborations in the design, development, delivery, funding,
accreditation, and support of education. Put one way--distance
education lends itself to integrated disaggregated value chains;
that is, the system itself centralizes decentralization. Different
functions can be farmed out to different partners. Resources
can be outsourced. Yet the whole system is linked together. This
has enormous implications for borderless education. The design
of courses can be in one country, the teaching in another, the
support in another, and the accreditation in yet another. And,
obviously, this provides opportunities as well as challenges
for funding and cost sharing.
For
advocates of borderless education, there is general agreement
about the importance of an internationally recognized accreditation
system that can help maintain quality and protect students from "unscrupulous
borderless" operators. The report notes several recent movements
in this area. For instance, in America, the Council for Higher
Education Accreditation (CHEA) has begun discussions on international
accreditation and formulated some basic principles for guidance.
|
Hon-Chan,
C. & Mukherjee, H. (2003). Policy, planning and management of
distance education for teacher education. In B. Robinson & C.
Latchem (Eds.), Teacher education through open and distance learning (pp. 48-71). London:
Routledge. |
|
This
first part of this article/chapter is primarily a set of questions
that policy-makers need to ask in developing a plan for teacher
education. The numerous questions listed involve the usual suspects
about aims, goals, management, responsibilities, funding, curricular
implications and how distance education can specifically be used.
In their follow-up discussion, the authors make several important
points. Among them:
- the
importance of political support and that it must be secured
at the policy formulation stage
- policy
makers should be aware of the successes as well as the potential
pitfalls and constraints that ODL brings to the table
- new
programs and projects for teacher education must align with
existing policy frameworks
- for
programs to be successful, they need to respond directly to
specific local needs
- working
partnerships between ministries, donor agencies, teacher education
institutions and local schools offer opportunities as well
as challenges
- management
perspective is critical to the development of practical and
implementable policies; therefore, a well-qualified and experienced
management team should be put in place at the very beginning.
- monitoring
and evaluation are critical elements in managing ODL
Perhaps
the most interesting bit of advice the authors give is that there
needs to be a judicious blend of "top-down" and "bottom-up" approaches
to change. They actually quote the (in)famous reengineering gurus
of the mid-nineties, Hammer and Stanton, who observed that without
top-down leadership and any real commitment to change at the
top, bottom-up initiatives will likely be short lived and fail
in the long term. This issue is similar to the centralization/decentralization
struggle discussed so often in development initiatives. On the
one hand, the concerns have to be local and the local communities/players
need to be empowered for change to really happen. On the other
hand, without guidance, leadership, and support from the top,
de-centralized initiatives are not likely to succeed for any
length of time. Here is where the very powerful argument for
ICT comes into play: it can centralize decentralization. And
it can provide top-down support while empowering bottom-up initiatives.
The power of the network.
|
Kemp,
S. (2004). The Americas: North, Central and South America. In V.
Naidoo & H. Ramzy, (Eds.), Emerging trends in
the development of school networking initiatives (pp. 27-44). Vancouver: Commonwealth
of Learning. |
|
This
publication lines up with almost every article I've read concerning
ICTs and education in that one primary principle (assumption, presumption,
value, goal, context) is that diverse cultures will be respected/maintained.
Whether specific implementation strategies for maintaining diversity
follow or not, diversity is apparently a tribute that must be paid
before discussing change in a global context. Even though this
chapter article is essentially a report and not an argument or
set of implementation strategies, Kemp is no exception.
Kemp
defines schoolnets as "the entities that facilitate the
collaboration between schools using ICTs for education purposes" (p.
28). He also remarks on the nature of the education system--that
it is evolutionary more than revolutionary, and that it is unlikely
to move to more collaborative models of learning without a catalyst.
Schoolnets can be that catalyst. They can help remote schools
to overcome isolation, they can help provide equity of access
to information regardless of where the school happens to be,
and they can actually provide the tools for moving education
to more collaborative models.
The
structure of the article is to consider the five critical elements
required to implement a schoolnet. connectivity, catalysts, culture,
content, and competencies. Kemp considers the Americas--North,
Central, and South. In this annotation, I will just focus on
Central and South America.
1.
Connectivity (inexpensive technological infrastructure).
Kemp notes that although the range of Internet use varies
widely in Latin American Countries (from 1.6 in Nicaragua
to 20.3 in Chile in 2003), phenomenal growth is occurring.
During the past six years, El Salvador experienced a 650
% growth rate, Guatemala 208%, Honduras and Paraguay 400%,
Brazil 186%, and Columbia 126%. Further, the rate of growth
of hosts in Latin America is among the highest in the world--most
countries at least doubling. Mexico increased 229% between
1999 and 2000.
2.
Catalysts (drivers to provide impetus to finance
projects, create models, write policies). Several Central
and South American countries have embraced the concept of
schoolnets and have begun developing coordinated approaches
to their implementation. For instance,
- Costa
Rica, Chile, Jamaica, and Mexico have begun to use ICT to
address educational equity issues
- Costa
Rica, Uruguay, and Brazil have made technology investments
in order to prepare secondary school students and leaders
for technology jobs
- Mexico
(Telescundaria) has created a new kind of school built around
technology as its core education delivery system
3.
Culture. (educational and social vision for implementation
of ICTs). In Latin America, there is not yet a context, environment,
or culture that promotes equitable access to the Internet
for all regions in every country.
4.
Content (sound pedagogy, as well as exciting and
interactive, that takes advantage of technology as medium).
One of the advantages of Latin American countries is that
(with the exception of Brazil) they share a common language.
Kemp lists a number of noteworthy portals, databases, virtual
museums and content-specific Web sites. They include:
5.
Competencies (technology competence standards developed,
supported, and maintained for both teachers and students).
This is a major need in Latin America. Obviously, before
students can be expected to develop core skills in technology,
(a) the technology has to be there, and (b) the teachers
need to have core competencies in the use of the technology.
Kemp notes several initiatives directed to teaching teachers
how to incorporate technology into their teaching, but thisclearly
is an area that needs major attention in Latin America.
|
Litto,
F. M. (2002, January). The hybridization of distance learning in
Brazil--An approach imposed by culture. International
Review of Research in Open and Distance Learning, (2)2. Retrieved
June 14, 2005 from: http://www.irrodl.org/content/v2.2/litto.html |
|
Despite
the title, this article is not about the hybridization
of distance learning in Brazil. It is about Brazil and the Brazilian
Ministry of Education. Litto can barely contain his contempt and
frustration at that conservative body which, he even argues in
one place, acts illegally. Litto even calls for acts of civil disobedience
for schools and students. Ostensibly, the paper examines why hybridization
is the only way to offer distance education in Brazil. The short
answer is because the Ministry of Education has, for a variety
of political and ideological reasons, outlawed or made impossible
true distance learning. The longer answer is to consider why. In
doing so, Litto gives a fascinating statistical overview of Brazil
and education in Brazil. We learn such facts that (in 1999) the
fifth largest country in the world and the tenth largest economy
in the world has over 35 million illiterates over the age of fifteen
and of its 7,695 primary and secondary schools, 29.6 percent of
them do not even have electricity. In 2000, 93 percent of the students
who tried to get into higher education were turned away because
there was no room. The country is crying out for education and
the Ministry has been restricting it. In the last 30 years, Litto
reports, there have been 30 different attempts to create an Open
University. All have failed, primarily because, according to Litto,
the conservative thinking in the Ministry of Education.
It
is Litto's point (and the real point of this paper) that the
Ministry of Education, with its highly centralized power, conservative
members and ideological bias, is not capable of dealing with
the increasing needs of education in Brazil. Interestingly, he
mentions that a new government will take office in 2003 and it
is possible things could get better then. Apparently, they did
(see Boff above).
|
Naidoo,
V. (2004). Introduction. In V. Naidoo & H Ramzy, H. (Eds.), Emerging trends
in the development of school networking initiatives (pp.
1-8). Vancouver: Commonwealth of Learning. |
|
In
his introductory chapter, Naidoo puts world education in perspective.
He first calls attention to Article 26 of the Universal Declaration
of Human Rights (authorized by the General Assembly of the United
Nations in 19590), which claims that everyone has a right to education
directed to the full development of the person. A proclamation
sadly unfulfilled in many parts of the world fifty years later.
To correct that, in April 2000, the World Education Forum adopted
the so called "Dakar Framework for Action," a series
of several goals on the improvement of education and gender disparity.
One goal in particular is to achieve universal primary education
by 2015. The point is that to meet these goals, many education
ministers, officials, and educators are increasingly looking to
ICTs as a way of supporting and enhancing their efforts. And school
networks are a part of the strategy.
Essentially,
a schoolnet is an organization that encourages the use of ICTs
for teaching and learning. Naidoo (p. 4) lists several schoolnet
activities. For instance, schoolnets can:
- solicit
hardware and software for schools
- get
schools to collaborate on education initiatives through technology
- network
to share electronic and other resources
- train
teachers in the use of educational technology
- use
ICT for school management and administration
- advocating
for ICT to support the educational system
- collaborate
on programs
He
also notes the Commonwealth
of Learning's Web resource site on SchoolNets. (http://www.col.org/cense/)
|
Perraton,
H. (2003). Models for open and distance learning: 1: Teacher
education and training. The Commonwealth of
Learning. Retrieved June 18, 2005 from: http://www.col.org/irfol/2003_MODL_TeacherEd.pdf |
|
This
publication is primarily concerned with investigating how ODL can
strengthen the teaching profession and help towards the 2015 goal
of quality primary education for all. Essentially, the problem
is that there are not enough teachers. But even in places where
there are enough teachers, they are usually not well-trained enough,
often having little more than secondary education themselves.
Governance.
The author notes that ministries of education most often have
the primary responsibility for teacher education. Curriculum
agencies and teacher colleges can sometimes have responsibility
as well. Perraton notes it is important for the needs and interests
of teachers' unions professional associations to be taken into
account. Other agencies are also involved, such as the World
Bank and the Commonwealth of Learning. The point is, policy-makers
in DE need to be aware of these stakeholders and the relationships
among them.
Aims. The
planner's first question should be about purpose. Is it (a) initial
training of unqualified teachers, (b) upgrading already qualified
teachers, (c) training related to school curriculum changes,
or (d) preparing teachers for new roles. Perraton notes there
has been increasing shifts from pre-service to in-service education,
and that there has also been two competing curricular models--one
traditional and behaviorist (where knowledge is essentially transmitted),
and the other more progressive and constructivist (where knowledge
is created through more participatory, learner-centered, and
less authoritarian approaches). The point is that the progressive
strand places more demands on teachers and may be asking more
than they can handle (too much change all at once) and that planners
need to have realistic expectations about what can be achieved.
Outcomes.
Once the aims have been articulated, the policy planner for DE
needs to consider how far can ODL go to accomplish them. DE may
offer significant advantages in terms of access, scale, speed,
and cost. The evidence is strong that ODL can reach far more
students than traditional means, and there is good evidence on
completion rates when trainees are enrolled en bloc in a program
with a guarantee of improved status. But the evidence on outcomes
overall is not very solid, indicating, as Perraton notes, a lack
of good research on outcomes and teacher education in general.
Organization.
Here, Perraton argues that to make DE for teacher education work,
the planners need structures and facilities for seven primary
functions.
- Governance,
planning, and management of funding
- Materials
development and production
- Materials
reproduction and distribution
- Student
recruitment, advice and support, including supervision of
classroom practice
- Assessment
and evaluation of learners
- Feedback
system and formative evaluation
- Record
Systems
Perraton
discusses six models of organizing teacher education. The models
are: (1) ad hoc arrangements, (2) single or dual mode teachers'
college, (3) single or dual mode university, (4) multi-country
program, (5) NGO single-purpose project, and (6) consortia
and partnerships. Of particular interest here is the consortia/partnership
model. Perraton notes that they tend to be fragile when the
different partners could replace one another, and they tend
to be stronger when their functions are quite different. Perhaps
the most important consideration in deciding on the different
models is how well does the program link up with the rest of
teacher education.
But
no matter what organizational option is chosen, the planners
must decide on how to manage, supervise and assess teaching
practice. Obviously, this presents logistical challenges for
large-scale distance programs. Perraton lists possible models
from no practicum at all to a classroom-based practicum under
the guidance of a mentor within the school.
Methods (Technology
choices). Perraton briefly lists the strengths, weaknesses, prerequisites
and cost behaviors of each primary method: print, radio, audiocassettes,
television, audio and video conferencing, computers, and computer
communication. The key issue planners need to consider is between
using technology to distribute teaching materials (where economies
of scale can be achieved) and providing two-way communication
for tutoring and student interaction. Obviously costs and access
to technology are also major considerations.
Funding. DE
programs for teachers are funding from four different kinds of
sources: government, student fees, NGOs, and donor agencies.
Often, there is a combination of more than one source. One important
issue the planner needs to consider is sustainability. What happens
when/if the funding dries up.
Accreditation
and Assessment. There are two primary difficulties.
The first is that if DE teaching programs lead to different
qualifications than are awarded conventionally, then the DE
will generally be regarded as inferior. Yet if the same qualifications
are awarded, then the methods of assessment may not be appropriate
for one or the other. The second difficulty is the practicality
of examination. Assessing knowledge and understanding is fairly
easy, but assessing a student's pedagogical skills is difficult.
Here, mentors on site can make a contribution.
|
Perraton,
H., Robinson, B., & Creed, C. (2001). Teacher education through
distance learning. UNESCO. Retrieved June 15,
2005 from: http://unesdoc.unesco.org/images/0012/001242/124208e.pdf |
|
This
publication is a collection of ten case studies of ODL in teacher
education. The case studies were meant to serve as a basis for
the later Perraton, Creed, and Robinson (2002) publication (to
be annotated later) . Essentially, the authors are looking at how
effectively ODL works and what methods are being used. To gauge
effectiveness, they looked at completion rates, comparative costs,
and evidence that the teaching has had an effect in the classroom.
Further, they wanted to assess whether the initiatives were significant
and sustainable. The case studies included examining the use of
television in Brazil and China, a focus on head teachers in Burkina
Faso, and ICT in Chile and the UK.
Among
their discoveries: (1) DE can provide an economic advantage,
but it depends on scale, technology, media, and program design;
(2) ICT is not widespread and that printed materials remain the
primary medium for transmitting information; (3) DE is funded
from at least one--though often a combination of--government
budgets, student fees, the private sector, NGOs, and funding
agencies; (4) we need more research on ODL teacher education.
|
Swartzman,
S. (2001). The future of education in Latin America and the Caribbean.
UNESCO. Retrieved on June 13, 2005 from: http://www.unesco.cl/medios/biblioteca/
documentos/futuro_educacion_lac_eng.pdf |
|
A
significant portion of this publication is to report on the results
of a workshop where experts in Latin American education were gathered
and surveyed. But the publication is much more than a report on
experts' opinions. Swartzman actually uses the survey as a context
for examining key issues of education and globalization in Latin
America.
In
sum, the experts believe that: (a) globalization will have a
negative impact on Latin America and the Caribbean, (b) economic
stagnation, political instability, inequality, and social exclusion
will increase, and (c) governments will have the dwindling capacity
to develop long term social policies. They believe that education
(a) is moving towards greater decentralization, autonomy, and
community and this is a good thing, and (b) requires creativity,
leadership, and initiative, and that this cannot be performed
well in a command line bureaucracy.
Essentially,
it comes down to teachers who, in most Latin American and Caribbean
countries, are ill-paid and ill-prepared and the situation is
getting worse, in part because of the finance reforms of globalization
and the consequent pressures of budgetary restrictions. The experts
have a consensus that supporting teachers and improving teacher
education are crucial.
Interestingly,
in spite of much pessimism about the global economy and Latin
America's participation in it, there appears to be much hope
expressed for distant learning technologies. They recognize that
the information and communication technologies cannot be taken
for granted, since they require long-term investments in infrastructure,
but there is the clear expectation that distance learning technologies
can not only provide good quality content and partially compensate
for the limitations in teacher qualifications, but also engage
the teachers, help raise the prestige and earnings of the teaching
profession and help bring in young university students as an
intermediary step in their professional careers.
|
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