Saturday, May 29, 2010

Globalization of Economy, Politics and Culture and the Advances in Information and Communication Technologies: Implications for Issues of Development

Globalization of Economy, Politics and Culture and the Advances in Information and Communication Technologies: Implications for Issues of Development and Education.

By: Sasekea Harris

The proliferation of treaties and global institutions, privatization, trade expansion, financial markets and investments, labour market flexibility, travel and migration are prime indicatives of the globalization of economy, politics and culture although some critics question the degree to which if any globalization has in fact occurred. The high speed at which one can access information, the growth of computer software and hardware, rapid increase in bandwidth and the plethora of information available at the “click of a button” point towards the advances in Information Communication Technologies (ICTs).

These occurrences can also be seen as profound changes resulting from the globalization of economy, politics and culture as well as from the advances in ICTs. Accordingly, issues of education and development namely: the school curriculum, regulation, technology in education, teaching methodologies, and teacher training need to be considered in radically different ways.

The Developing and Developed World will provide the context for the framework for this paper. The first section of this paper will attempt to provide evidence to support the postulation that indeed there has been a globalization of economy, politics and culture and will highlight the resultant changes, showing its profoundness. The second section will discuss some of the issues of development and education that now need to be considered in radically different ways given the changes spurred by the globalization of economy, politics and culture.

The third section will look specifically at ICT supporting the claim that there has been advancement in ICTs. The fourth section will discuss some of the issues of development and education that now need to be considered in radically different ways given the advances in ICTs. The fifth and final section will seek to tie all the issues together in a conclusion.

1. The Globalization of Economy, Politics and Culture
a) Towards a Definition of Globalization
There are competing definitions of the term globalization; three of these will be examined, which will inform this paper. UNDP (1997, p.82) posits that globalization encapsulates both a description and a prescription. The description is the widening and deepening of international flows of trade, finance and information in a single, integrated global market. The prescription is to liberalize national and global markets in the belief that free flows of trade, finance and information will produce the best outcome for growth and human welfare. A review of the abovementioned statement by UNDP indicates that economic and technological variables should intermingle at an international level to improve lives.

Globalization for others refers to: the broadening and strengthening of world links which have taken place progressively since the Second World War and have now reached a stage where almost no one is completely untouched by events originating outside their own country and where international constraints increasingly restrict independent national action (Stewart 1996, p.327). This definition aptly speaks about the compression of the world thus blurring the barrier of time and distance.

Hay (2003, p.2) purported that globalization is a process which reinforces the tendency for economic and political relations to become more global in character over time. Whether or not globalization is happening now is in Hay’s belief an empirical question; not a matter of judgment, faith or theory. Additionally, Hay (2003, p.2) further adds that globalization should not be confused with Europeanization. European integration is not globalization; nor is it evidence of globalization. He posits:
We cannot afford to confuse globalization and the openness of an economy. If Britain becomes more open by trading an ever growing share of its GDP but with only one or two countries – say, France and Ireland - whilst its trade volume with other countries falls then this is not globalization either. To count as evidence of globalization, the process under consideration must be genuinely global-ising.
(Hay 2003, p.2).

To a large extent one can agree with this assertion. Sharing cannot be with one or two countries. It has to be with many, for the event to be seen as globalizing. However, when one adds each sharing, it nevertheless tends to suggest that globalization of economy, politics and culture has occurred. Also, observations of present relationships amongst countries tend to lean to the notion that to a large extent the liberalization of one’s market is a prerequisite for globalization. Although the definitions on the surface seem competing, they nevertheless share common features – openness and sharing - which tend to support the notion that globalization has occurred and the changes are indeed profound.

b) Political and Cultural Globalization
It is claimed that globalization impacts on the political structure of all nations as it requires increased cooperation among countries on an international level. This sometimes results in the compromise between the power of the nation state and the power of multi-national organizations. This is particularly true in education where international organizations such as International Monetary Fund (IMF) and World Trade Organizations (WTO) dictate the operations of a country. For example, WTO specifies that all countries must conform to the stipulations of General Agreement on Trade in Services (GATS) which nullify the role of governments in the provision of higher education and the setting of domestic policies.

Bernal (2000, p. 95) corroborated the claim that globalization impacts profoundly on the political institution of a country. Bernal (2000, p.95) posits that the role of the state has changed and will continue to change as the process of globalization proceeds. Markets, both global and national, have reduced the dominance of government in economic affairs and together with changing political and economic thinking will impact on the nature and the role of the state.

At the cultural level the world has seen a new culture emerging- one that is driven by electronic advancements. The spread of cable networks and the ease at which people can travel have led to the global world of sports, food, dress and speech. Accordingly, there is the homogenization of culture which has ramifications for education in the developing world. Bernal (2000, p.99) believed that a global mass culture has emerged as a result of economic globalization, international availability of media and international migration. Within this overarching development there is simultaneously homogenization and cultural complexities because cultures are not obliterated.

Cultures are nevertheless ‘de-territorialised and cultural differences are increasingly found within societies and to a lesser extent between societies. Today, it can be said that globalization has caused profound changes in language. English is now seen as the universal language. Almost everything is posted on the Internet in English. With this being said one can clearly understand why education in the developing world must be considered in radically different ways. In the Caribbean for example, English is not the first language. However, children must learn this language in order to be functional in a globalized world.

c) Emergence of Treaties & Global Institutions
Globalization is often perceived in purely economic terms. Hence, there are evidences of the prevalence of global links in the economy. Globalization of the economy has resulted in de-regulated markets, privatization, exceptional growth of international production led by transnational corporations, increased foreign direct investment, an international division of labour and the rapid growth of regionalization and the formation of mega trading blocs.

The neo-liberal principles espouse that governments should not interfere with the operations of the market. That is, market forces must be the key determinants of what is to be produced and the price of the commodity. Based on this premise education must be considered in radically different ways since education at the post secondary level now becomes global in character since countries must convert tertiary education to a market price where only those who can buy the good will benefit from it and where the most competitive investors will survive.

It is arguable true that the growth of transnational corporations has resulted in the international spread of capital. Consequently, many developing countries have benefited from the economic boost from the developed world. Accordingly, Stewart (1996, p.328) purported that global link is to be found in data on international movement of resources. Stewart further noted that during the latter part of the 1980s, Foreign Direct Investment (FDI) in developing countries rose by 17% per annum, amounting to around $70 billion in 1993.

Data also revealed that various areas in the developing world gained disproportionate share of FDI. For example, Ohiorhenuan (2000, p.45) stated that FDI inflows was only 1.4% of global inflow in 1996, compared to 11 per cent for Latin America and the Caribbean and 13% for South Asia. The abovementioned data also supports the claim that there is a globalization of economy.

“Treaties are the portals through which globalization proceeds; for example those establishing the European Union and the WTO” (which are global institutions) (IMF 2000, p.1). Freidman (2000, p.6) notes that FDI bilateral treaties were up more than 10 times from 1980 to 2002. He marks this as evidence of globalization. By extension one could mark this as one example of a profound change fuelled by the phenomenon.

d) Privatization
Privatization can also be viewed as a profound change caused by globalization. Critics and supporters of privatization both point out that the last decade has seen the increased use of privatization as a policy instrument for economic development throughout the world. This process according to Mostert (2002, p.1) has been part of a broader process of economic restructuring that has taken place over the last two decades. This process of economic restructuring is often referred to as globalization or, by critics on the left, as neo-liberal globalization. This is evident in the forced economic restructuring that was undertaken by United Kingdom and Jamaica, as a result of the conditionality notion of global institutions, namely IMF and the World Bank in the 1980s.

However, there are threats and dangers that are not pointed out in the spectrum of promises:

The threat to national territorial sovereignty, the deepening crisis of dependency on transnational capital, the actual or potential erosion of the ability of local communities and their leaders to make independent policy decisions and a real loss of competitiveness in the world economy. Thus globalization leads to a new form of colonialization of developing countries by turning them into fields of operations for transnational corporations; it is neocolonialism of the late capitalist era with a nice name.
(Farazmand 1999, p.557)

One can agree with Farazmand (1999, p.557) to a large extent. Support for his argument is evident in the over dependence of developing countries on foreign capital and corporations, owing to a heavy debt burden; thereby giving global corporations such as: IMF and World Bank control of many of the developing world’s economies, for example, Jamaica, where IMF stipulations caused government to cut back its expenditure in education.

This highlights the need now for a revamping of the issue of education. There now needs to be an education that is value oriented and that emphasizes human rights especially when globalization is viewed by some as colonization in a new form.
e) Trade Expansion, Financial Markets, Product Market & Investments
The literature suggests that the expansion of trade is another prime indicative of globalization and its profound change effected.
Over the last forty years, world trade in goods and services has consistently grown more rapidly than world output. As a result, close to 20 per cent of the total volume of world output is exported. These exports are worth 47 trillion or about 23 per cent of the value of world output. Developing countries account for just over 30 per cent of global exports”.
(Ohiorhenuan 2000, p.46)
Ohiorhenuan (2000, p.46) further cited that manufacturers now account for over 60 per cent of developing country exports, compared to 40 per cent ten years ago. The resultant one could argue is an explosion in the level of imports and exports, which is indicative of the profoundness of change caused by globalization.
Additionally, globalization has resulted in the integration of financial markets. There is evidence to reveal that there is a recognizable growth in cross border investment. Ohiorhenuan (2000, p.46) provided supporting data for this claim by examining global cross-border growth in general as well as specific reference to the developing world. He notes:
Cross-border transactions in bonds and equities were generally less than 10 percent of the GDP in 1980 for the major advanced economies; by 1996 they were generally over 100 per cent. The average daily turnover in foreign exchange markets, adjusted for local and cross border double counting has risen from about $ 15 billion in1973 to about $ 200 billion in 1886 to over $1.3 trillion in 1995. Additionally, developing countries provided confirmation that financial markets are global in character. Data revealed that in developing countries private capital contributed to 85 per cent in 1996 versus 45 per cent in 1990.
(Ohiorhenuan 2000, p.46)
It is important to note that although globalization has produced some positive and profound changes, caution is warranted. With increase in trade and investments another potential implication of globalization is that the distribution of incomes across countries will shift. According to Leamer and Schott (2005, p.20) significant gains in Chinese and Indian per capita income over the past twenty years may have come at the expense of income growth in the so-called "middle income" developing countries such as Argentina and Brazil. This suggests the need for developing countries to be more attentive in developing their export markets to foster their own development.
f) Labor Market: Flexibility, Travel & Migration:
One could argue that flexibility in the labor market is another key indicator of globalization as well as the profound change fuelled by it. According to Hay (2003, p.1) globalization is seen to intensify the pressure for labor market flexibility. This highlights an issue of education to be discussed in this paper – the need for education systems to now create flexible and mobile learners to keep pace with these flexibilities.

In addition, Stewart (1996, p.329) declares that migration of skilled and educated people has become a serious drain for some countries. The proportion of total migrants who are skilled has risen sharply, for example, less than half the immigrants to the USA from developing countries were skilled compared with three-quarters in 1986. The foregoing therefore reveals that the changes fuelled by globalization are indeed profound.


2. Ways in which Issues of Development and Education Now Need to be Considered in Radically Different Ways Given the Profound Changes Resulting from the Globalization of Economy, Politics and Culture.

Given the profound changes propelled by globalization, namely, privatization, trade expansion, labour market flexibility, travel and migration, aspects of the school curriculum such as human rights, peace, democracy and multiculturalism, communication, and curriculum as social-reconstruction-relevance with a globalised perspective will now need to form part of the core of the objectives and content. Also, the regulatory framework will now need to be considered in radically different ways given the changes fuelled by globalization.

a) The School Curriculum
Education that Highlights Human Rights
The changes resulting from globalization highlighted in section one suggest that the human rights aspect of education now need to be emphasized because of the opening up of interactions amongst diverse peoples. In fact, Schmelkes (1998, p.11) posits “any curricular reform that does not plan on revamping current school structures and interpersonal relations, will be doomed to fail”. This therefore suggests that particular attention must be paid to the very critical formal curriculum. She further correctly argues:
This demand represents a corroboration of the unique role education must play in laying the groundwork for a democratic and tolerant co-existence which, in turn, will guarantee the construction of a productive and reproductive relationship in tune with our natural environment, and of a global society liberated from the Damoclean threat of self-destruction.
(Schmelkes 1998, p.5)

Such needed radical change though does not suggest a simple task as it implies the re-organization of the school system and structure, and demands being placed not only on the schools but on the teachers as well. This will require a radical change in teacher training. Teachers will need to be trained to become facilitators of a classroom underscored by freedom of thought and expression. However, this would require “the application of new methodologies and work strategies that promote greater participation in the classroom” (Schmelkes 1998, p.10). This though will require reflection and suggest an evolutionary process. Nevertheless, this remains an issue of education that is now needed.

From an Education that Mentions Peace to an Education that Highlights Peace
In a globalized culture underscored by heterogeneity, there is a strong and growing need for education that will now increase the focus on peace and the need for respect and tolerance. Education must now be capable of providing the pedagogical tools to adequately settle conflictive issues that may arise in a diverse, global village. However, “Tolerance cannot come without respect, and respect cannot come without knowledge of others and their point of view” (Gates 1992, p.xv).

This suggests that education should now be multicultured in order to promote an education that fosters peace, tolerance and respect. However, this should be predicated on caution. Caution that the curriculum content is not overly injected with teaching about peace but rather teaching for peace, which is now a change needed given the globalization of economy, culture and politics.

From an Education that Highlights Monoculturalism to an Education that Highlights Democracy and Multiculturalism
Global transformations of culture deeply influence educational policies and practices. Education should now be changed to reflect multiculturalism in order to facilitate the diverse cultures existing in the global space, where there is an exchange and existence of people from varied backgrounds. This is particularly true of schools, especially at the tertiary level, where migration has congregated learners from various backgrounds.

Therefore, the school now needs to be cognizant of the experiences of the taught. In fact, Nelson & Palonsky (2004, p.289) argue “Schools are obligated to represent the range of cultural voices” and Kelly (2004, p.86) stresses “the necessity of taking into full account the needs and the interests of individual pupils, of building the educational experience of each child on what that child brings to school with him or her”. Given the changes, the education policy makers in the developing world must create a space for multicultural education so as to prepare individuals to be more tolerant of cultural differences as well as the preservation of their local culture, which might not necessarily be the major culture. Multicultural education will be the basis for global unification.

Also, with the increase in migration as discussed earlier, the Organization for Eastern Caribbean Development (OECD) has paid a great deal of attention to the issues of skilled migrants needed within its member countries to remain competitiveness within the global economy (Lauder, Brown, Dillabough and Halsey 2006, p.258). Education now needs to be seen as “central to human capital formation for the health of national economies in the face of international competition and global pressures” (Lauder, Brown, Dillabough and Halsey 2006, p.252). The OECD has already made this an objective.

Communication
Additionally, with the globalization of economy, politics and culture, effective communication amongst countries at the local, national, and international levels become a necessity. Communication is vital in the development process. It is the basis for interaction. This then demands the need for an education that will prepare people to communicate effectively with others.

Moreover, this suggests that perhaps in the Anglophone Caribbean there will be a need for Spanish and French to be taught as compulsory subjects, at all levels, as communication becomes an important asset in a global world. The Caribbean region is highly dependent on tourism as one of its main earners of foreign exchange and more recently the region has seen an expansion in the Spanish chain of hotels. Therefore, the region’s education system must be revolutionized to accommodate and appreciate the culture of the Spaniards as well as others.

From Curriculum as Social-Reconstruction-Relevance: Local Perspective to Globalized Perspective
The profound changes caused by globalization as outlined earlier, suggest that the curriculum should now prepare the individual for work within a globalized village, rather than for work within a local village. If the school is society in miniature as Durkheim (1961) claims, the school should then mirror the globalized village and prepare the individual for participation in this globalized village, by making the content not merely limited to the local locale of the learner but to the global locale as well.
Ottone (1997, p.81) argues:
The generic problem affecting secondary education, as we approach the close of the century, derives from its staleness with respect to the society it serves; the obsoleteness of its institutional and curricular schemes, perhaps adequate in bygone days, but no longer efficient; its practices to a large extent detached from the lives of youths, from society, from the culture it is immersed in.
Ottone (1997, p.81)
This undoubtedly reiterates the claim that there is a need now for education to be radically changed to one that is in keeping with global trends and changes of the society, for example, the teaching of Elizabethan literature so that one will not just understand literature from a local perspective, where you learn only about Caribbean. Moreover, in times of dwindling financial resources of schools and by extension the country, it is best to equip the children with the new necessary information skills reflecting the needs of the present and future, not those appropriate to the colonial past, but to an information economy, that will enable them to participate and contribute to the economic development of their country and by extension the world.
Bakia (2003, p.1) contends that the computer-related skills propelled through the integration of the Internet within classrooms are very beneficial in preparing and equipping students with the relevant skills needed for the participation in the world of work. In fact, Bakia, (2003, p.4) reveals that the World Evaluation 1999 reported that students in the USA contend word-processing, spreadsheet, web-browsing, and more advanced skills such as: database design, computer programming, and computer maintenance and repair, contributed to their ability to be hired presently. Education therefore now needs to be cognizant of these.

The abovementioned suggests that education must now then be highly flexible, multi-directional and in tune with modernity (Ottone1997, p.81). In order to stay relevant in a continuously shifting world, secondary education must be able to teach learners “to sail across the waters of knowledge” (Ottone1997, p.81). To a large extent this bears truth, as the quality (that is, training and education) of the people of a country is of importance to fostering the development of a country. In fact, human capital theorists for example, Gary Becker in his books Ïnvestment in Human Capital: A Theoretical Analysis 1962; Human Capital 1964; and the Economic Approach to Human Behavior highlight this. There is now a need for education that places the individual as a factor of production; where humans are creators and maximizers of a country’s wealth. This however, tends to lean towards the notion that more capital should be pumped into education to increase the social returns. This though may require more from the already overburdened taxpayers.

In fact, advocates of screening models (Maglen 1990, pp.281-94) and public choice (Institute of Public Affairs 1990) argue that cuts in education spending would be socially beneficial. This possible conflict of interest groups emphasizes the need now for governments to revise their roles in the provision of tertiary education. This is so because the government is usually the main provider of funding in tertiary education especially in the developing world.

Today, given globalization changes, namely, privatization, governments now need to develop new strategies to place greater financial burden on the student because education is now seen as a private good. Furthermore, educational institutions must be innovative in finding new sources of funding. As a result of these changes educational institutions now seek to have more autonomy from government. In essence it can be said that in a globalized era tertiary education might now have to be viewed as commercialized product.

b) Regulation
From an Ineffective Regulatory Structure to an Effective Regulatory Structure
The regulatory structure is another issue of development that now needs to be considered in radically different ways, given the increase in competition amongst markets on the international scene as well as the liberalization of the market. There needs to be a sturdy regulatory structure to augment the financial sector and by extension development.

Thomas (2003, p.18) posits “the financial sector crisis erupted against the background of a liberalization of the sector in the early 1990s which caused it to expand phenomenally in terms of numbers of institutions and asset values”. He further adds that the expansion outpaced the development of an adequate supervisory framework. This one can argue brings to focus the regulatory framework within the context of globalization. Moreover, he notes:
The increased competition by this glut of institutions encouraged aggressive risk taking, neglect of prudential restraints, maturity and currency mismatches of assets and liability structures, connected party lending above recommended levels and other unadvisable practices. In addition, the existence of opportunities or regulatory arbitrage and tax advantages encouraged the formation of conglomerates for which the supervisory institutional set-up was not geared.
(Thomas 2003, p.18)

This highlights how globalization through its characteristic dynamism and liberalism can lead to downfall, if left unsustained by the necessary regulatory support structures. This also reveals that there still exists the need for basic rules to guide behavior in a globalized milieu. There still needs to be a set of basic regulatory rules even within the realm of liberalization. “In a liberalized financial system, the government plays an important role in regulating the system and in establishing the corrective incentives to encourage prudential and productive behavior” (Kirkpatrick and Tennant 2002, p.7).

Additionally, this suggests institutions now need to revise some of the issues of the financial education curriculum to include some of these new changes in the financial environment, spurred by economic globalization. For example, information on market discipline, which comes with economic globalization. Learners should be taught how to make stable macroeconomic policies and how to recognize and price risk appropriately. Risk management training and quality assurance in a globalized economy is indeed needed. There now needs to be training that will provide policymakers with the skills to be able to react quickly in any circumstances and in how to create and maintain more stable and resilient economies, which are needed in a global economy.



3. Globalization of Technology: Advances in Information Communication Technologies
Undoubtedly, globalization has facilitated the spread of technology. Many developing countries have benefited from technological advancements in the developed world. Bernal (2000, p.91) asserted that in a globalized environment the mindset must be speed. The new developments in information processing and telecommunications propel globalization by eliminating the costs resulting from distance. For example, the cost of a commercial bank transaction on the Internet is roughly one US cent, dramatically less than other distributional channels that is, a cost of US$1.07 by bank branch (Bernal, 2000, p.92).

In a global environment everything is driven by computer from automated machines to robots, which has implications for education and development, since this suggests that classrooms need to be equipped with computers and the Internet. This invariably will call for a particular type of skill. Development strategies must now include the building of skills in information technology.

4. Ways in which Issues of Development and Education Now Need to be Considered in Radically Different Ways Given the Profound Changes Resulting from Advances in ICTs

Given the advances in ICTs, issues of development and education, namely: technology in education, teaching methodologies, and teacher training will now need to be considered in radically different ways.

a) Technology in Education
From Education as Non / Partial Technology to Education that is Driven by Technology
The Information Revolution has fostered increased access to information and knowledge around the globe. Furthermore, this revolution has led to the development of new gadgets to disseminate information. “Evidence exists that the global market is shifting its dependence from a manufacturing economy to an information economy that relies heavily upon quick and efficient communication” (Leu and Kinzer 2000, p.111). This is evident in the emergence of new competencies, new pathways to learning, and the emerging need for different skills: for example, creative thinking; organizational changes at the firm level; rapid changes in technology; increased access to learning and knowledge resources; as well as the growing demand for skilled workers in information technology (Leu and Kinzer 2000, p.111).
Consequently, nations must reshape their educational systems in ways that are compatible with global demands. Educators must take advantage of virtual libraries, virtual laboratories and virtual classrooms among others, which will reduce the constraints of resources, time and access to information. In the developing world this could be especially beneficial to their development where resources are strained.
The Planning Institute of Jamaica (2004, p. 22.1) for example, revealed that a new E-learning Project was developed to equip all new high schools in Jamaica with computer laboratories. The project converted instructional materials of five core subjects to electronic formats towards an enhanced learning environment. Based on personal observation the Ministry of Education in Jamaica has provided Internet services to several primary and secondary schools. Whilst this is commendable and can be seen as a response strategy to needed changes fuelled by ICT advances, there still remains schools in Jamaica without computers and Internet services.

This however, has implications for the quality of education that can be facilitated via the use of technology which is highly advocated in a globalized world. This further suggests that First World countries will always have first hand technology, and Third World countries even at its best are not exposed to cutting edge technology because of financial constraints. Consequently, Jamaica is unable to produce cutting edge technology and by extension reinforce inequality across the globe.

Accordingly, Warde (2004, p.1) warns “nations that are unable to exploit the Internet will suffer severe economic disadvantages in the 21st century. You cannot afford not to be a player”. This therefore suggests the need for radical changes so we can create the people who can create cutting edge technology instead of reinforcing age old dependencies. However, the need for more use of technology invariably necessitates the need now for education that will consider copyrights in a digital rather than paper environment that will create a balance between users and owners rights.

Bruwelheide (1995, p.137) argues that “the benefits of the new technologies should flow to the public as well as to copyright proprietors. As more information becomes only available in electronic formats, the public’s legitimate right to use copyright must be protected”. In response to this needed change caused by technological advances, digital rights management measures have now been instituted through treaties and acts.

For example, the Digital Millennium Copyright Act (DMCA), which refines fair use as applied to the digital environment; WIPO Copyright Treaty 1996 (WCT); and WIPO Performances and Phonograms Treaty 1996 (WPPT). However, although fair use is spelled out, it is still not clear (Wherry 2002, p.18). More education campaigns headed by competent and exposed individuals are still needed in schools especially at the secondary and post secondary levels.

Additionally, with the globalization of technology in education nations will now have to open their borders to off-shore universities as well as universities facilitating open and distance education. The presence of these universities significantly alters educational practices and policies. Developing nations should establish accreditation boards to ensure that the quality of education is acceptable. For example, education policy makers in Jamaica instituted the University Council of Jamaica, which accredits programmes. Planning Institute of Jamaica (2004, p.22.3) stated that 16 programmes in 8 institutions in Jamaica were accredited. For example, Masters of Business Administration and Diploma in Tax Audit and Revenue Administration - University of New Orleans.

Also, there now has to be the establishment of memoranda of understanding with the government where details of courses are given. For example, Eastern Connecticut State University signed a Memorandum of Understanding with the Ministry of Education in Jamaica stating the courses to be undertaken by the students as well as the costs. These issues were not previously considered by the government before the advances in ICTs and before the globalization of economy. Educational providers must therefore now learn to operate in an unregulated market where some players will be eliminated because of size and resources.

b) Teaching Methodologies:
From Traditional Teaching Methodologies & Resources (Chalk & Talk) to Technological Teaching Methods and Resources
In light of the advances in ICTs, there needs to be a change in teaching methodologies. Teachers need to put an end to rote learning as a teaching methodology and adapt to using the Internet, audio, video and other electronic media forms as resource tools in order to effect a better preparation of students to participate in a global information market, which is now demanding skilled workers who can think critically.
In light of ICT advances, Jamaica’s teachers must now do a better job of preparing their students for the global economy by emphasizing “critical thinking” and by getting away from rote learning (Consulting 2003, p.1). Students must now be empowered to confront the demands of the global market. For example, teachers must find “new ways” to prepare their students for a global economy in which innovation and creativity are prized as much as competitive goods and services as “education is key to building a knowledge-based economy” (Hamilton 2001, p.1). If the developing world wants to take advantage of the world stage, then educators must place greater emphasis on research skills and bio-technology. Therefore, education must be considered in such a radical different way.
However, “unfortunately the range of strategies used by teachers is often limited to lecturing, worksheets or projects with the odd film or excursion thrown in for good behavior” (McDonald 1998, p.212). McDonald further argues that “teachers still spend an average of about 70 percent of their time in the classroom talking. With this amount of talk time there is little time left for children to learn and practice a range of information skills”.
This suggests teachers need to develop new technological teaching habits in an advanced ICT world. For example, at all levels in the education system students should be provided with interactive CD-ROMs in order to facilitate independent study and reinforcement of knowledge, thereby facilitating the development of critical thinking skills alluded to above by Consulting. Here, the role of the educator will be radically revised from being the reservoir of knowledge to the facilitator, in the development of knowledge where students learn how to learn.
Connell and Franklin (1994, p.608) reiterate this: they contend the time has come to switch from traditional instruction, which makes little effort to engage students in information literacy, to Information Age teaching, which incorporates technology and information literacy throughout the curriculum. This highlights the significant impact on the roles of librarians, students, and teachers “None of this modern magic can take place without the teacher” (Ariza 2000, p.22). Therefore, the teacher in her methods of instruction must now make this radically needed change. Medina (2001, p.616) reveal:
In one fell swoop, the technology revolution may accomplish what ten years of education reform could not. The preparation that we have traditionally provided for teachers no longer allows them to maintain the status of "sage" with any credibility, because they cannot know as much as the Internet can make available to their students.
(Medina 2001, p.616)
This highlights the immense benefit of radical change, that is - integrating the use of technology, for example, the Internet in instructional delivery to fuel a much needed radical reform in education. Also, with advances in ICTs - a gradual permeation of the Internet in schools, it will be mandatory for schools to provide the services and facilities to equip the teachers with the necessary skills to reflect this change. This suggests that education planners should now embark on computer / Internet development projects.
However, one should note that connecting the appropriate resources of the Internet to classrooms as a radical response to the profound changes can create many challenges for both students and teachers. These challenges come in two distinct areas: those pertaining to computer literacy and access, and those pertaining to how gathered information fits into the curriculum (Baumbach 1998, p.27). In fact, very few teachers seem to engage students in the interactive, multimedia aspects of the Internet Vanfossen (2001, p.57). For example, two-thirds of respondents in the United States had never used the Internet to take students on a `virtual fieldtrip' of a museum site and slightly less than half had never developed an interactive lesson that required students to use the Internet to complete some task or assignment, although advances in ICTs would require this change (Vanfossen 2001, p.57).
Additionally, Rainie (2002, p.5) claims the students repeatedly said that the quality of their Internet-based assignments was often poor and uninspiring if online assignments were even made at all. They want to be assigned more engaging Internet activities that are relevant to their lives.
Given the profound changes in the eco-political structure of developing nations, educational practices have to be modified. Educators in the developing world must produce competent workers to participate in the new mode of production. That is, workers who can manipulate technology with some degree of dexterity. An important component of globalization is the need for producing higher quality manpower that can successfully face competition in the world market (Azad 1993, p.9). This would mean selecting the best human potential and giving them education of the highest quality.

c) Teacher Training
From Training Teachers for the Traditional Classroom to Training Teachers for the Virtual Classrooms
“Any progress materialized in the near future will depend to a large extent on those of us who have a stake in education” (Schmelkes 1998, p.14). In light of this statement, if there is now a need for a change in the resources teachers use in the classroom, then this becomes synonymous with a need for a change in the training teachers obtain. This implies that teachers will now need training in the use of technological gadgets to effectively incorporate these into the learning experiences of their students.

However, although the Internet and interactive computer-based multimedia products are transforming the educational environment, the training of new teachers in the use of technology is not yet widespread in the United States (Charp1998, p.6). This highlights the need now, for re-training of teachers at the tertiary level to reflect the advances in ICT and the globalization of economy, politics and culture. There is evidence to show that the developing world is responding to the demands of the information revolution, for example, mandatory educational technology courses in teacher training curriculum. However, what teachers now need is training to make the link between the practices they receive in service training to the delivery of their lessons.

5. Conclusion
The globalization of economy, politics and culture along with the advances in ICT have undoubtedly stemmed profound changes, namely: the proliferation of treaties and global institutions, privatization, trade expansion, financial markets and investments, labour market flexibility, travel and migration; and the rapid growth of technological gadgets and information explosion. These changes require a radical shift in issues of educational policies and development such as: the school curriculum, regulation, technology in education, teaching methodologies and teacher training.

These changes suggests the dire urgency for a massive injection of capital; the identification of new sources of funding; the convening of educational management meetings to revise the curriculum for all levels of education and subject areas in order to meet global and ICT trends. The foregoing discussion additionally highlights the new role that the government, educators and learners now need to play to facilitate the radical changes needed in education and development policies. Adequate time and capital, careful planning, team work, lesson drawing and reflection will be key ingredients in responding to the profound changes resulting from the globalization of economy, politics and culture, as well as the advances in ICTs.















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Controversial Research in Education

Actual Examples of Research Which Might Be Considered Controversial, in terms of topics and methods: A discussion of the consequences and justifications of doing such research.
By: Sasekea Harris

Introduction
This paper will discuss actual examples of research which might be considered controversial in terms of topics and methods. As such, this paper will discuss the controversial researches: “Tuskegee Syphilis Study” (TSS); then “Tearoom Trade” (TT) and thereafter “Obedience to Authority”. Accordingly, for each selected research - the first section will present an overview of the research; the second section will examine how the research is controversial and will provide justifications for doing the research; and the third section will discuss the consequences for engaging such research. The paper then ends with a conclusion of the issues highlighted in discussing such controversial researches.

Tuskegee Syphilis Study (TSS),
TSS is an actual example of a research, which might be considered controversial in terms of topic and methods. The TSS was designed to evaluate the effects of untreated syphilis in a group of approximately 399 black men in Tuskegee, Alabama. The researchers compared the progress of the disease within these men with that of 200 uninfected men. “Its aim was to observe the natural course of the disease and to discover whether or not that course was different in blacks than in whites. Its method was to deprive 399 syphilitic blacks of treatment for their condition over a forty year period” (Kiple 1982, p. 558).

The research subjects were enlisted under the belief that they were being treated for bad blood – syphilis being part of the definition of bad blood. However, “because of the non-therapeutic nature of the experiment, men died, went insane and became blind. Yet the subjects were told only that they had “bad blood” and that the government doctors who examined them periodically were treating their condition” (Kiple 1982, p. 558). Although penicillin later became available as a treatment for the disease, the researchers denied the drug to the men in an effort to further their observations of untreated syphilis in its later stages.

This research can be considered controversial in terms of its topic and methods. The research focused entirely on the study of syphilis in black men, which can be viewed positively and negatively. On the negative side, one could argue that the sample composition for the research was deliberately centered on a minority race – blacks. As such, it could appear as a deliberate attempt to eradicate a group of poor and illiterate black men. Consequently, it could be used as a platform to promote racism by those preoccupied with seeing racism as underlying any activity involving minorities. In fact, Fourtner, Fourtner and Herreid (2008, p.1) in their review of the research corroborates this argument. They contend that this research can be seen as “the genocide of the black race” because medical treatment was being withheld from an ethnic minority.

Although this interpretation might be plausible, in the sense that the researchers deliberately designed the research with a focus on a minority race and with the intent to study the progress of the disease, regardless of the possibility of subjects becoming sick and die because of not receiving treatment; this view does not present a complete and an objective picture of the research. As such, one must also examine the possibility that this deliberate framing of the research to have a focus on blacks could be seen as an attempt to widen the literature on syphilis health care for blacks and by extension improve the health conditions of black people, which was at the time, not very great. In fact, Hagen (2005, p.33) reveals that at the time, syphilis was epidemic and that no safe or effective treatment for it existed, and its natural course in Europeans had already been well described, making it justifiable and easy to compare the symptoms and progression of the disease between the two racial types.

The work of King (1992, p.35) confirms Hagen’s arguments that studies were done on whites but not on blacks. According to King (1992, p.35) before the experiment began, a Norwegian investigator had already undertaken a study of untreated syphilis in whites between 1890 and 1910. From this perspective, the study could be justified; justified in the sense that it would contribute to the literature on syphilis health care for blacks. As such, doctors understanding of syphilis treatment in blacks could be improved and by extension the medical treatment and health care of the blacks. From this perspective, this research could be seen as an attempt to save and lengthen the lives of a minority race. Caplan (1992, p. 30) supports this notion. He asserts “One of the bitter if generally unacknowledged ironies of the Tuskegee study is that, while it now occupies a special place of shame in the annals of human experimentation, its findings are still widely cited by the contemporary bio-medical community”. This assertion was not made without evidence. He reveals that:
The computerization on large databases of the majority of the world's professional biomedical journals allows searches to be conducted to see which, if any, recent journal articles cite any of the thirteen papers presenting the findings of the Tuskegee study. An initial database search for the period January 1985 to February 1991 produced twenty such citations from a wide spectrum of journals, including American, British, and German publications. The twenty citations make reference to seven of the original thirteen papers. A visit to any large medical library will also quickly reveal the importance assigned to the findings of the Tuskegee study in recent years. An informal random selection of twenty medical textbooks on sexually transmitted diseases, infectious disease, human sexuality, and public health published after 1984 turned up four books that made explicit reference to the study and cited at least one of the same thirteen articles. Three text-books were published in the United States, one in England. The range of journals in which contemporary articles on syphilis, venereal disease, and dementia directly cite the papers reporting the findings of the Tuskegee study is quite large.
(Caplan 1992, p.30-31)

The TSS is also controversial because of the methods employed, namely: covert research design / deception, harm, uninformed consent and no debriefing, which are all directly in conflict with the principles of research ethics. According to the principles of research ethics as outlined by Babbie (2004, p.) research participants should be debriefed, informed consent should be obtained by the researcher, there should be no deception and participants should not be harmed. However, in this research, the participants were not fully informed. As such, they consented to participate in a research which was false. In this sense, the right of the participant to freely choose what he / she wishes to be a part of was taken away. Additionally, the participants were not truthfully debriefed. As such, they were not made aware of all the advantages and disadvantages of becoming a participant in the research, which may have informed their choice to participate.

Also, they were deceived in multiple ways, namely: (a) They were deceived about the study’s design, that is – it was designed to evaluate the effects of untreated syphilis. (b) The research participants were deceived into believing that they were receiving treatment for bad blood, syphilis being part of the definition of bad blood. (c) When penicillin became available during the course of the research, the researchers denied the drug to the men in an effort to further their observations of untreated syphilis in its later stages. In this sense, the researchers permitted harm to the participants: they watched as the participants became insane, blind and dead, and did nothing to help. These assertions are confirmed by the work of Fairchild and Bayer (1999, p.919-921). They state:
The study involved deceptions regarding the very existence and nature of the inquiry into which individuals were lured. As such, it deprived those seeking care of the right to choose whether or not to serve as research subjects. Second, it entailed an exploitation of social vulnerability to recruit and retain research subjects. Third, Tuskegee researchers made a willful effort to deprive subjects of access to appropriate and available medical care as a way of furthering the study's goals”.
Fairchild and Bayer (1999, p.919-921)

The comments made by participants in the actual research support these arguments. For example, Shaw, who was one of five survivors present for President Clinton's apology, stated that: "We were treated unfairly. To some extent like guinea pigs. We were not pigs. We were hard-working men, not boys, and citizens of the United States" (Allen 1997, p.15).

It is evident that the participants were extensively deceived and severely harmed, yet the research was launched and continued for years. Legislators and federal officials expressed outrage over the immorality of this study, in which poor, illiterate men had been deceived and given placebo treatment rather than standard therapy so that more could be learned about syphilis. Americans found it hard to believe that the Public Health Service had intentionally and systematically duped men with a disease as serious as syphilis, which is disabling, and life threatening (Caplan 1992, p.29).

The perspective from which their harm and deceit are viewed makes the research even more controversial. For example, from a humanitarian perspective, one could argue that the research and its methods are unjustified, as it is unfair to harm 399 men in order to provide medical benefits to the rest of society. These 399 men it can be argued, were humans and had rights. In fact, Fairchild and Bayer (1999, p.920) argue that “It is not ethically acceptable to learn from the misery of the vulnerable without protecting them from known risks of serious harm".

However, from a utilitarian perspective, one could nevertheless argue that the TSS is justified because of the greater good it provided – an enhancement of our knowledge of syphilis. In fact, according to Caplan (1992, p.31) even if it were wrong to cite data acquired by immoral means, there is simply no way to purge the knowledge gained in the Tuskegee study from biomedicine. He confirms that much of what is known about the natural history of syphilis is based upon the study, and that knowledge has become so deeply embedded that it could not be removed. Similarly, Soble (1978, p.42) contends that “when balancing the needs of society and a desire of individual subjects not to be deceived, experiments that do contribute substantially to our knowledge are justified”.

Regardless of the knowledge of the extensive deceit and harm inherent in the TSS, the research continues to be justified by some, and as such, remains controversial. The consequences of doing such a research are therefore both rewarding and damaging. One of the major consequences of doing the TSS is that it has encouraged fear. Knowledge of the deception and the harm inflicted on the participants have encouraged fear and suspicion on the part of some prospective research participants and by extension a reluctance to participate in future research. For example:
One day in the early 1990s Kimberly Sessions overheard two of her patient education clients talking just out of sight beyond the open door to the hall of her HIV/AIDS outpatient clinic: If your doctor asks you are you taking your AZT, tell him you are, but throw it away instead. It’s poison and it doesn’t work in black people anyway. It’s just like Tuskegee all over again. They are just using it to experiment on black people.
(Hagen 2005, p.31)

She adds:
Many African Americans are readily able to connect the atrocity of Tuskegee with the catastrophe of AIDS. This translates into a fear that participating in research will be seen as aiding and abetting those who seek to do them harm. As one person at a community recruitment talk said, “We put the fox in charge of the hen house once and look what happened. Why would I want to help them do that again?
(Hagen 2005, p.40)

This highlights how the outcomes of TSS can to an extent deter the advancement of research and the development of treatment for illnesses such as AIDS. Interestingly, “the crucial difference was that this time around it was the African American patients who were discouraging treatment and the public health physicians who were excluded from the discussion” (Hagen 2005, p.32). This will no doubt have implications for physicians and researchers. As such, they will need to educate that part of the public who have lost trust in researchers, with a view to re-earning their trust and re-defining the need to be involved in human experiments.

On the contrary, evidence also indicates that knowledge of the deception and harm inflicted on the participants of TSS has not discouraged some participants from participating in research involving humans as experiments. In a study conducted by Katz, Kegeles, Kressin, Green, James, Wang, Russell and Claudio (2008, p.1137) where they compared the influence of awareness of the TSS and the presidential apology for that study on the willingness of Blacks, non-Hispanic Whites, and Hispanics to participate in biomédical research, they found that compared with Whites, Blacks were nearly four times as likely to have heard of the TSS and two to three times more likely to have been willing to participate in biomédical studies despite having heard about the TSS.

This indicates that all has not been lost because of knowledge of the negatives of TSS. However, it also indicates that researchers will need to be careful in future research, making sure that they debrief subjects, obtain their informed consent and diminish harm as much as is possible. TSS provides lessons for future research and researchers. It serves as a guide to researchers’ actions. For example, researchers need to be open and put themselves in the place of the researched when carrying out any future research. In fact, Edgar (1992, p.32) argues that the “obvious immorality of research methods should not blind us to the importance of noting and discussing them. If no place is made for discussions of the morality of studies such as Tuskegee, the research community may become complacent about the importance of its responsibilities toward human subjects”.

Additionally, another consequence of doing the TSS is that it has encouraged an awareness of ethics and as such is an excellent example for teaching research ethics. Additionally, it has partly encouraged the establishment of ethics review board in universities in some parts of the United States, to mitigate against such acts. Also, it has played a role in the passing of the National Research Act of 1974, which mandates Institutional Review Board (IRB) approval of all federally funded proposed research with human subjects. Furthermore, it can be argued that the effects of the TSS have motivated caution and watch to be given to future research. For example, Blinded Seroprevalence Studies, and U.S. Centers for Disease Control and Prevention (CDC), studies of HIV infection (Hastings Center 1992, p.29).
TSS is indeed a controversial research because of the topic and the methods employed. It is nevertheless justified to the extent that it has informed our knowledge of syphilis and has contributed to recognition for the need for the establishment of ethical review boards. As such, engaging the research has no doubt produced negative and positive consequences.

Tearoom Trade
TT is also a research, which can be considered controversial in terms of topic and methods. In TT, Laud Humphreys, a researcher, offered to play the role as a “watchqueen” in order to covertly study the tearoom activities of homosexuals. He later became interested in the conventional lives that these men apparently led and consequently obtained, via deceit, their license plate numbers, disguised himself as well as the topic of the research and surveyed these men in their homes. These actions have understandably provoked controversy because of the topic of the research and because of the methods employed.

This research can be considered controversial in terms of its topic. The research focused entirely on the study of homosexual men engaging in felatio, which can be viewed negatively as well as positively; thereby making the research controversial. From a positive perspective, researching homosexual men and acts was done at a time when little was known about the characteristics of these men. Therefore, the study would have been germane to providing information on a closed subject. In fact, Sikes (2005, p.268) points out that: “Coming out stories of lesbians, bisexuals and gays are now commonplace, mainstream and largely unremarkable, but 50 years ago same-sex relationships were still seen in terms of ‘the love that dare not speak its name’”.

Consequently, one must examine the possibility that this deliberate framing of the research to have a focus on homosexuals could be seen as an attempt to enhance our understanding of their lives, and by extension come to the realization that homosexuals are not different. Desroches (1990, p.40) supports this notion somewhat. He argues that this varied but controversial research provided detailed, intimate and comprehensive data on the behavior, lifestyles, and social characteristics of tearoom participants and Wax (1977, p.30) acknowledges that the study aids our understanding of homosexuals. “It demonstrated that those who engage in such homosexual practices were otherwise normal and decent citizens”. Debatably, this could produce the effect of discouraging to an extent, the belief that homosexuals are different and by extension discourage prejudicial attacks grounded in the belief of difference. From this perspective, the study is justified.

Conversely, the research being focused on homosexuals could also be viewed negatively, in the sense that it placed homosexuals at risk for exposure and possible harm. Publishing the findings of the research could make persons aware of the act, the venue where the act occurs and by extension be on the watch for such activities. This could therefore motivate controversial and contentious situations for others like them. Consequently, it could be used as a platform to promote prejudices by those preoccupied with punishing homosexuals. In fact, Sikes (2005, p.268) reveals that “Telling any personal story that involved it was likely to have disastrous social and economic consequences, and could also result in criminal prosecution”. Interestingly, Humphreys confirm this possibility of prejudice in his writing. He later wrote “At this very moment my writing has been interrupted by a long distance call, telling me of a man whose career has been destroyed because he was "caught" in a public restroom....” (Humphreys 1974, p.167).

Additionally, a study focusing solely on homosexuals and the act of felatio is controversial because of the issue of a sense of what is biblically right and wrong. On the one hand, there are those, for example, conservative theologians, who maintain that homosexuality is wrong, and on the other, those – liberal theologians who maintain that it is alright. Therefore, for the former, this study would perhaps be viewed as immoral and unworthy of research. Furthermore, the research focusing on homosexuals in the act of felatio would be viewed as an abomination to God. In fact, according to Lamont (2004, p.1) author of Christian Answers Network, “God, our Designer and Creator, has authority over all aspects of our lives. He makes the rules, and He quite specifically forbids homosexual behavior.

She argues that according to Leviticus 18:22, “You shall not lie with a male as with a woman. It is an abomination”. She states that disobedience of such a clear command indicates rejection of God's authority. Additionally, she notes that it is described in Scripture as an unnatural, immoral perversion. Although this is a plausible view, it does not present a complete and an objective perspective. As such, the perspective of the latter, that is liberal theologians, must be considered as well.
For them, a study such as TT which makes homosexuals the topic - showing that they are normal men, would perhaps be okay. In fact, according to Wernick (2005, p.50-51) most liberal theologians suggest that David and Jonathan had a consensual homosexual relationship and this he argues is used in some ways, as a forerunner of some of today's gay partnerships. He states that the scripture they present in support of homosexuality is 1 Samuel 18:1,3-4 which reads:
And it came to pass, when he had made an end of speaking unto Saul that the soul of Jonathan was knit with the soul of David, and Jonathan loved him as his own soul. . . . Then Jonathan and David made a covenant, because he loved him as his own soul. And Jonathan stripped himself of the robe that was upon him, and gave it to David, and his garments, even to his sword, and to his bow, and to his girdle.

And also 2 Samuel 1:26 where David proclaims: "I am distressed for thee, my brother Jonathan: very pleasant hast thou been unto me: thy love to me was wonderful, passing the love of women." Also, Wernick (2005 p.50-51) points out that the book of Ruth 1:16-17 is used as well to justify homosexual issues. It reads:
Do not ask me to abandon or forsake you! For wherever you go I will go, wherever you lodge I will lodge, your people shall be my people, and your God my God. Wherever you die I will die, and there be buried. May the Lord do so and so to me, and more besides, if aught but death separates me from you!

These are common arguments used to justify homosexuality issues and arguably could also be used to justify this homosexual research topic. These controversial perspectives are however open to criticism. Debatably, people use the Bible to confirm what they choose and not necessarily what is. In fact, George Bernard Shaw (1895 as cited in Wernick 2005, p. 47) states “No man ever believes that the Bible means what it says; he is always convinced that it says what he means”. The Bible should be read within the context in which it was written. As such, the issue of homosexuality and by extension this study, because of its focus on homosexuality, will remain a controversial topic until what the Bible says is interpreted as meant, and not simply used to suit a particular belief.

Like TSS, TT is also controversial because of the methods employed, namely: a covert design, deception and a lack of informed consent. The research design was covert; accordingly, the men were unknowingly participating in a research. They were being observed without knowledge of this, without being debriefed and without being able to offer their informed consent. Their very intimate and personal sexual acts were unknowingly being observed. This covert design is indeed controversial as on one side, this could be seen as wrong and on the other side as justified, depending on the perspective from which it is viewed. From the perspective of the researched, one could argue that a covert research design was an invasion of privacy and is a direct violation of the individual’s right to making a choice as to participation in a research. Warwick (1973, p.34) corroborates this assertion. He argues that “whatever the current state of legal definitions of privacy, Humphreys intruded much too far into the lives of the men he observed and studied”.

However, from the perspective of the researcher, one could argue that there is the possibility that the data obtained would have been compromised had the subjects been informed about the study. Arguably, because of the sensitivity of the topic, it is highly improbable that these homosexuals would have engaged the activity, in particular felatio, and especially in a homophobic era as Sikes (2005, p.268) had earlier pointed out - where “coming out” stories of homosexuality was forbidden. In this sense, a covert research design, and by extension the research could be seen as justifiable. Soble (1978, p.40) supports this position. He argues that “certain bits of knowledge cannot, for logical reasons alone, be obtained without the use of deception…We are faced then with a moral dilemma, since the search for knowledge is at least morally permissible, if not to a certain extent morally obligatory, and since the use of deception is morally unacceptable at least on a prima facie basis”. He adds “many types of experiment seem to require that the subjects not be told the purpose of the study, and in some cases that they be induced to hold false beliefs about the nature of the experiment during the experiment itself” because of the possibility of influencing the results (Soble 1978, p.40).

Furthermore, one could also argue that it is highly improbable that these homosexuals would have engaged the activity, in particular felatio, had they been informed. Debatably, the existence of a role for a watchqueen implies a level of suspicion regarding the wider public and consequently has produced the need to self protect. This claim is confirmed by the work of Warwick (1973, p. 28) who noted that “social deviants inside restrooms and elsewhere develop careful defenses against outsiders, including special gestures and extreme caution with strangers”. Moreover, Humphreys’ (1970, p.15) revealed that:
Fortunately, the very fear and suspicion of tearoom participants produces a mechanism that makes such observation possible: a third man… who serves as a lookout. Such a "watchqueen," as he is labeled in the homosexual argot, coughs when a police car stops nearby or when a stranger approaches.
Therefore, while some deceitful aspects of Humphreys’ research are unjustifiable, there are other deceitful aspects such as the covert design, which can be justified given these arguments which point to context, subject sensitivity and era.

Additionally, the covert research design allowed the tearoom participants to engage in their homosexual acts without discomfort. Discomfort can arise when participants are involved in sensitive researches. Homan (1980, p.46-59) confirms this. He states that “covert research is a pragmatic expedient, ideally nonreactive and giving access to secret transactions: but it is also justifiable in view of the right of objects to be free from disturbance and inhibition. Also, Norris and Walker (2005 in Somekh and Lewin 2005, p.132) contend that “this field research role offers the considerable advantage of avoiding the risk of disturbing the setting and ‘studying an artifact of your presence rather than normal behavior’”. In this instance, these tearoom participants / research subjects, could continue to participate in their homosexual activities to the point where the method allowed for uninhibited collection of in-depth data. From this view, the study could then be argued as justified.

The study is further controversial because of the deliberate and multiple use of deception regardless of the fact that the Articles of the Nuremberg Tribunal and the Declaration of Helsinki both state that the subjects must be told the duration, methods, possible risks, and the purpose or aim of the experiment and that informed consent has not been obtained if there has been any element of deceit or fraud (Soble 1978, p.40). The subjects were deceived in multiple ways: namely (a) Humphreys assumed and manipulated the role of watchqueen in order to become an observer (b) When he later became interested in the lives that these men led he obtained their license plate numbers by illegal means (c) His sample was not as random as he made it appeared to these men. He deliberately selected them based on his knowledge of them (judgmental sampling) (d) He deceived the men about the nature of the research. He was not truthfully carrying out a market research but rather a research on tearoom participants (e) He deliberately changed his appearance in order to conceal his identity from these men. These instances of deception are corroborated by Wax (1977, p.30.) Warwick (1973, p32) and Desroches (1990, p.40).

According to Wax (1977, p 30) he did not identify himself to participants as a researcher, but exploited the role of "watchqueen" in order to observe. “He deceived the police about the nature of his study ("market research") in order to gain access to automobile license registers”. He further argues that tracing the identities of the participants via the license plates of their cars and then, some months later, calling upon them in their homes in order to conduct an interview-relatively innocuous in itself about such matters as occupation and socioeconomic status was quite reprehensible. Also, Desroches (1990, p.40) points out that he recorded the license plate number of numerous participants whom he identified and visited in their homes a year later.

Additionally, according to Warwick (1973, p.32) when he introduced the study he told the respondents that they were part of a random cross-section sample chosen to represent the whole metropolitan area, that this was a "social health survey of men in the community," and that they were anonymous. “If so, the first point Warwick (1973, p.32) argues is a grave misrepresentation of the actual sampling procedures, and the second is at best misleading and incomplete, while the third is simply untrue (he knew their names)”. Additionally, Warwick (1973, p.32) reveals that both Humphreys and the project director of the "social health survey" may have distorted that study by allowing a sub-sample of fifty homosexuals to be blended into the total cross-section. Random (probability) sampling he argues is generally understood to include only those processes of selection in which the units of the sample are chosen by "chance" methods.

The consequences for doing the research TT can present both advantages and disadvantages. On the one hand, a research of this nature could encourage fear in the general public and the uncomfortable feeling that someone might be watching. According to Warwick (1973, p.34) “From now on tearoom participants must be on the alert not only for blackmailers and policemen, but for sociologists in voyeur's clothing”. He further adds:
The kind of research carried out by Humphreys raises a similar problem: an increased fear among ordinary citizens that someone, be he a social scientist or a credit checker, is watching. An important part of human freedom is the ability to withdraw into our home or other private domain and feel that we will not be observed. To the extent that social scientists engage in covert observation, however noble the cause, this freedom will be reduced.
(Warwick 1973, p.35)

On the other hand, the research TT has enhanced our understanding of homosexuals and as such provides an opportunity for change: change in the way we view homosexuals. From viewing them as all abnormal, to recognizing that some homosexuals are also normal and decent citizens. In this sense, the research has positive consequences.

Obedience to Authority.
The research “Obedience to Authority” by Stanley Milgram is a third example of an actual research, which might be considered controversial in terms of methods. In this research, Milgram tested how obedient normal individuals were to authority as opposed to conscience. The subjects believed they were part of an experiment supposedly dealing with the relationship between punishment and learning. An experimenter, who used no coercive powers beyond a stern demeanor instructed participants to shock a learner by pressing a lever on a machine each time the learner made a mistake on a word-matching task. Each subsequent error led to an increase in the intensity of the shock in 15-volt increments, from 15 to 450 volts. In actuality, the shock box was a fake. A majority of the subjects continued to obey to the end, believing they were delivering 450 volt shocks, simply because the experimenter commanded them to(Blass 2002, p.1). “Although subjects were told about the deception afterwards, the experience was a very real and powerful one for them during the laboratory hour itself” (Blass 2002, p.1).

This research can be considered controversial in terms of its methods employed, namely: deception and harm, which are in direct conflict with the principles of research ethics. Although the participants who functioned as teachers were not in reality shocking the learners when they made a mistake on a word-matching task, they truly believed during the research that they actually were inflicting harm to the learners, which on the one hand may have been psychologically and emotionally injurious to them. In fact, according to Rupert (2008, p.1) it created harm to some of the participants:

After a number of voltage level increases, the actor started to bang on the wall that separated him from the subject. After several times banging on the wall and complaining about a heart condition, all responses by the "learner" ceased. At times, the worried "teacher" questioned the "experimenter," asking who was responsible for any harmful effects resulting from shocking the learner at such a high level. Upon receiving the answer that the "experimenter" assumed full responsibility, the teacher" seemed to accept the response and continue shocking, even though some were obviously extremely uncomfortable in doing so.
(Rupert 2008, p.1)

Similarly, Clarke (1999, p.164) claims that the subjects were exposed to harm. He argues that they were harmed by learning unpleasant things about themselves in an experiment that involved deception. Many participants he claims found out something unexpected about themselves; that they were more prone to obey authority figures than they might have supposed. He argues that while there may sometimes be long-term benefits to individuals to be derived from gaining this information about themselves, such self-discoveries can often be harmful rather than beneficial. Likewise, Baumrind (1985, p. 165–174) charged that this research exposed subjects to an unwelcome side of themselves. She described this process as ‘inflicted insight.’ Also, Herrera (2001, p.252) offers support to the same. He argues that “subjects may well have suffered from the realization that they would have hurt people, had the apparatus been genuine”.

Therefore, although they were debriefed after the fact and informed that they actually did not harm these learners as they were in truth not shocked, does not eradicate the psychological and emotional harm / turmoil that these teachers may have felt or may have been exposed to during the ordeal. For them, the experience at that given moment was real. Yet from another perspective it could be argued that being informed post the study that they in actuality did not inflict harm to the participants could help to heal or eradicate any harm incurred or exposed to.

On the other hand, it could be argued that the deception attempted to prevent harm and as such could be viewed as justified deception as it served a greater good – participants (learners) were shielded from harm as they were not actually shocked. In this sense, deception not only shielded harm but also helped to further the goals of the research. From this perspective, the study then is justifiable. Moreover, one could argue that there is no proof that the deception had a role in whether they would have made the decision to inflict harm. If anything, one would expect that the deception that Milgram provided, including sounds of people in pain, would have prevented the subjects from following orders, not enticed them (Herrera 2001, p.252).

The consequences of engaging Milgram’s obedience study have nevertheless been of value and as such the research can be justified. Regardless of the inherent deception and harm, the study could be viewed from a positive perspective in the sense that it offers an explanation as to why persons may have committed serious crimes, for example Nazi crimes and terrorists acts and perhaps challenges us to view them in another manner, as it is possible that their terrible actions could simply be a consequence of following orders. As such, it has generated a theory on obedience that subjects obey because they are in an 'agentic state' (Phillips 1975, p.524). In this manner, the research contributes to the literature on psychology and as such could be used as a justification for the study.

Regardless of how plausible this explanation is, one should however bear in mind that this cruel behavior as exemplified by some terrorists as war participants could very well be influenced by other factors and as such, one should be careful in accepting this explanation wholesale. In fact, Milgram (1974 as cited in Rupert 2008, p. 1) warned about this in his book Obedience to Authority: An Experimental View. He notes that the legal and philosophic aspects of obedience are of enormous importance, and the experiments say very little about how most people behave in concrete situations.

Additionally, the research has lead to profound instruction on fundamental notions about human nature. It highlights human vulnerability, our susceptibleness to situations and indicates that being innately wicked is not necessarily a pre-requisite for one individual to harm another. It also implies that normal people have the potential to inflict harm if placed in the right circumstances. Blass (2002, p. 1), Rupert (2008, p.1) and Szegedy-Maszak (2004, p.30) confirm these. According to Blass (2002, p.1) Milgram’s research demonstrated with clarity that ordinary individuals could be induced to act destructively even in the absence of physical coercion, and humans need not be innately evil or aberrant to act in ways that are reprehensible and inhumane.

He further adds while we would like to believe that when confronted with a moral dilemma we will act as our conscience dictates, the research indicates that in a concrete situation with powerful social constraints, our moral sense can easily be trampled. Furthermore, according to Rupert (2008, p.1) the theory that only the most severe monsters on the sadistic fringe of society would inflict cruelty is disproven. The research findings showed that, "two-thirds of this study's participants fall into the category of "obedient" subjects, and that they represent ordinary people drawn from the working, managerial, and professional classes." Ultimately 65% of all of the "teachers" punished the "learners" to the maximum 450 volts and none of the participants stopped before reaching 300 volts. Likewise, according to Szegedy-Maszak (2004, p.30) “These experiments demonstrate that Everyman is a potential torturer”. Therefore, though there are negative feelings towards the research on the one hand, on the other, it adds to the theory on obedience and as such can be justified.

Conclusion
The researches “Tuskegee Syphilis Study”, “Tearoom Trade” and “Obedience to Authority” are indeed controversial studies as they illicit strong and conflicting responses relating to the topic and methods. As such, justifications for the researches will either be weak or strong, depending on the perspective from which each is read. Consequently, in some cases, it is possible to justify approaches which, in other circumstances might be deemed unacceptable. The researches are nevertheless quite consequential as together, they have contributed to the literature in various disciplines, they have built theory and they have been quite instructive in highlighting the importance of ethics in research. Also, together, they have provided a number of valuable lessons for future research practice. Moreover, the fact that these researches have invoked controversy highlights how values / perspectives impinge on research, making it difficult to obtain a value / perspective free research, a research untouched by researchers, participants or readers and also, a research which can be seen as 'pure' and almost a thing/entity in its own right.










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Privatization and Primary Education: The Case of Jamaica, 2007

Privatization and Primary Education: The Case of Jamaica, 2007
By: Sasekea Harris

Introduction & Background
The last decade has seen the increased use of privatization as a policy instrument for economic development throughout the world. This process according to Mostert (2002, p.1) has been part of a broader process of economic restructuring that has taken place over the last two decades. This process of economic restructuring is often referred to as globalization.

The saturation of our lives by the phenomenon of globalization has given birth to the contemporary issue privatization, which has successfully permeated air transportation and the utilities sectors, namely, water, electricity and telecommunications, and which has progressively penetrated the educational milieu on all three tiers: primary, secondary and tertiary. Being a player in the delivery of quality education, this will directly impact on the content and structure of the lessons prepared and delivered to learners, against a background that warrants individual and national development. Therefore, privatization has consequences for my work.

Additionally, schools are already largely privatized at the primary level in Jamaica. These schools are referred to as preparatory schools. In this arrangement, the parents/ guardian take full responsibility for all school fees, the government pays nothing and sometimes purchases places for students who cannot afford to pay; private bodies for example, churches, develop and deliver their own curriculum or the state’s curriculum and they are expected to register with the Ministry of Education in Jamaica. Primary level education in Jamaica is provided to children between the ages of 6-11 in Grades 1-6. Promotion from the primary level of education to the secondary level occurs in two main ways: by automatic transfer and by selective placement through the Grade Six Achievement Test (GSAT) previously Common Entrance examination (CEE) (Planning Institute of Jamaica 2006, pp. 19.8-19.9).
There are a large number of private schools at the primary level in Jamaica. According to Douglas (2005, Section 1 p.7) the fight for scarce places, especially in the traditional high schools - determined by the Grade Six Achievement Test (GSAT) - has kept preparatory schools viable, particularly in the island's urban centers. According to the independent schools registry, there are 152 preparatory schools listed. These are summarized below:
Table 1: Private Schools Per Parish in Jamaica
PARISH NUMBER OF PREPARATORY SCHOOLS
Kingston & St. Andrew 53
St. Thomas 4
Portland 6
St. Mary 3
St. Ann 10
Trelawny 3
St. James 21
Hanover 4
Westmoreland 9
St. Elizabeth 7
Manchester 10
Clarendon 8
St. Catherine 18
TOTAL 152
Source: Douglas (2005 Section 1 p.7)
Arguably, these are the schools which tend to be successful in a number of ways. They are nationally known for quality teachers, high GSAT passes, better resources, a higher level of discipline and less populated classrooms. In fact, Ruel Reid, President of the Jamaica Teachers’ Association (JTA), as well as Jones, the independent schools registrar corroborate these assertions. Reid (2005) as cited in Douglas (2005, Section 1 p.7) states that “More parents and guardians are turning to private schools for primary and secondary education options for their charges, pushed by deficiencies in the quality and levels of access to the public education system”.
Jones (2005) as cited in Douglas (2005, Section 1 p.7) further states “because the schools are smaller, teachers know the students better and are better able to control them”. A look at the main scholarship winners in the last GSAT exams shows that preparatory school students were awarded 17 scholarships compared to the 10 that went to state-run primary school students (Douglas 2005, Section 1 p.7).
Moreover, of interest are some three hundred (300) students who were not provided with places in the public school system, but had places purchased by the education ministry for them in the private schools. According to Jones (2005) in Douglas (2005, Section 1 p.7) "They have seen improvement both in discipline and morale”. Jones (2005) attributed this outcome to “the smaller classroom size” and “teachers being able to focus on students’ needs rather than just teaching the curriculum”.
Given these noticeable successes of private schools at the primary level, this paper seeks to explore the possibility to which privatization in the form of complete divestiture could be explored not only on a small scale (152 preparatory schools) but on a large scale, where there would be only preparatory schools and no state schools.

Accordingly, this paper will simply be considering, hypothetically, the possible implications of not having state primary schools in Jamaica; the implications of fully expanding and modifying an already existing model of privatization. In this hypothetical model being proposed, the government would not be directly involved in providing education. Instead, its role would become one of steering and regulating of the process in lieu of being a provider. Jamaicans would therefore need to pay for education. However, they can seek sponsorship from the government. Also, in this model, the content would be planned and delivered by private companies.

In presenting the implications, the pros and cons of this hypothetical model will be outlined, and the role of the Jamaican government will be brought to the fore. The theories of Liberalization and New Public Management will therefore ground this discourse. Although there are other models of privatization that could be considered for primary level education in Jamaica, for example, contracting, as is the case in parts of the United Kingdom (UK), this paper will only focus on complete divestiture.

Considering the Implications of No State Schools at the Primary Level in Jamaica
a) Primary Education is an Inimitable Industry
Privatization has had significant successes in the utilities and air transport industries in Jamaica. For example, according to Sampson (2004, p.7) the “Telecommunications Company was bought by 80% Cable & Wireless and 20% by public issue on the stock market”. Under state ownership, Sampson notes that Jamaica Telephone Company (JTC) “installed 5,000 phones per year”. However, “under private ownership this increased to 50,000 phones per year for several years”. Additionally, as a result of the public firm being privatised, “Jamaica now has one of the most modern telecommunications systems, fully digitalized with a major digiport” (Sampson 2004, p.7).

Additionally, “over 20% of the population now have phones…instead of waiting for 18 months and paying bribes, the service can be available within a day” (Sampson 2004, p. 7). This highlights the performance of the public telecommunications firm under privatization. In fact, Redwood (1990, as cited in Gayle and Goodrich, 1990, p.55) notes that “the sale of the Jamaican Telephone Company shares to Cable & Wireless is an example of how foreign exchange can be released by partial denationalization”. Privatization in this sense has set the stage for both individual and national development.

Air Jamaica too has had a few successes under privatization. Air Jamaica Ltd (2007, p.3) reveals that under privatization, the airline embarked on an intensive revitalization programme. With the new tag line Soaring to New Heights, the new direction included the fleet renewal programme, the introduction of air service to new destinations, the expansion of on-board amenities, such as complimentary beer, wine and champagne on every flight, upgraded meal service supervised by the world’s only Flying Chef, and red carpet check-in (Air Jamaica Ltd 2007, pp.3-4). These indicate that Air Jamaica performed well in terms of route expansion and in flight services which is a reflection of national growth.

It was believed that these industries were being inefficiently operated by the state and that only an injection of privatization principles embedded within the theory of New Public Management, could have taken these industries to a significant level of success. The foregoing evidence substantiates this. However, the performance of these industries was not without problems.

Although the industries received some successes, failures also occurred. For example, under privatization, the unaudited accounts for Air Jamaica for 2003 showed that it incurred a loss of around US$76.5 million. Also, the Jamaican newspaper headlines conveyed the flavour of loss for Air Jamaica. In almost every one of the Jamaican Daily Gleaner newspaper articles examined between 1997 and 2005 the words “debt” and “losses” were consistently attributed to Air Jamaica while it was a privatized entity. For example: “The airline is a sustained loss-maker wracking up a deficit of more than US$1billion in a decade (Collister 2005, p.34). As well as, the airline is “virtually insolvent” (Green 2004, pp. A1, A3).

This revealed that the airline was experiencing an adverse economic climate for an extended period of time. It is worthy to note that the use of the phrase “sustained loss-maker” and “crash strapped” suggests that economic efficiency and profitability were fleeting illusions for the airline under privatization. Furthermore, Air Jamaica has lost approximately US$700 million over the ten year period as a private company, with an accumulated deficit of US$832.9 million at December 31, 2004 (Collister 2005, p.34). It is arguably true that this deficit is a significant increase on what it was when the company was under public ownership (US$131.8 million in deficit) (Collister 2005, p.34).

Although the evidence is twofold, these successes have raised questions for the author, on the possibility of similar successes if privatization principles were to be extended on a large scale to the primary education system. Inarguably though, one must realise that education has features that are unique and inherently absent in other successfully privatized industries on a large scale. For example, education unlike water, electricity and telecommunications, is expected to prepare the individual for participation in society.

This warrants the preparation of all individuals, regardless of an ability to pay for education and regardless of aptitude, to be equipped with the necessary skills to participate in society. This is especially true for primary education, as, for some Jamaicans, education ends at this level, because of an inability to pay for education at the secondary level. This raises questions on the level of preparedness of private firms to undertake this task on a larger scale, given the large expenses associated with educating persons unable to pay, amidst a profit maximization modus operandi. To date, based on observations, they have not demonstrated this, as private schools in Jamaica remain largely inaccessible to those without the money and without the brains. Therefore, although complete divestiture has its advantages, this highlights an important disadvantage.

Furthermore, since the 1990s, the Organization of Eastern Caribbean Development (OECD) has changed the balance of focus within its educational policies. Increasingly, education and not telecommunications, water, electricity and transport, has come to be seen as central to human capital formation for the health of national economies in the face of international competition and global pressures (Lauder, Brown, Dillabough and Halsey 2006, p.252).

Again, private firms would need to prove themselves capable of balancing this necessary public aim with their private aim of profit maximization. If they are unable to do this, complete divestiture would be unfavourable for those who are unable to pay. However, on the other hand, as the evidence in the foregoing section revealed, it is the schools that are privatised that are successful. Therefore, complete divestiture in this regard could further this aim of the OECD with its quality education that is necessary for human capital. In this regard, complete divestiture of primary education in Jamaica would be of advantage to the individual as well as the nation, and in this way would have favourable consequences for my work.

Additionally, it is education, not water, nor telecommunications and electricity, that provides this link between the individual and society. “If the history of their society is brought alive to children, they will come to see that they are part of something larger than themselves: they will develop a sense of commitment to the social group” (Haralambos and Holborn 2000, p.777). Education is therefore an inimitable industry.

Furthermore, it is education - schools, not air and water, nor telecommunications and electricity that is referred to as “society in miniature” (Durkheim 1961). Accordingly, it is education – the school that is expected to transmit the culture of the society. This approach - education as transmission and curriculum as content, regards decisions of content as important. It is “that which derives from the view that the curriculum should be concerned to transmit the culture of the society…their purposes must be seen in terms of socialization… of children into the ways of life of society (Kelly 2004, p. 48).

Based on observations, private schools at the primary level have so far successfully engaged learners in this process by adapting the state curriculum, although with a few modifications. For example, Ananda Marga Preparatory school, with former Hindu Dada Para Pidyananda as its principal, located on Crieffe Road, close to the National Stadium in St Andrew, offers the Ministry of Education's courses and curriculum to its one hundred and fifty (150) students, as well as music, Spanish, self-defense and computer lessons. “Dada, who defines himself as a spiritual person, said the school does not emphasize any particular religious practice”. Yet, no meat is served at the school's canteen. They are strictly vegetarian. However, according to Dada “If parents or children don't like the vegetarian food, they can bring their own lunch" (Douglas 2006, Section 4 p.2)

However, one should note that this is with the existence of their competitors – public primary schools who are engaging the process as well. This therefore raises questions on the extent to which, private contractors in the face of no public competitors, that is, no state primary schools would uncompromisingly execute the task of linking all individuals with the society, that is, preparing individuals to become participants and contributors in a technology driven, globalised market place- regardless of aptitude and an ability to pay.

It is important to note that during early emancipation where there existed only private schools and no state schools, for example, those established by the Baptists and other missionaries, the curriculum encouraged servitude and was very religious. Therefore, although education at that time should have enabled the individual to become free, it was instead used as an instrument to bind the slaves and ex-slaves to the plantations. In this sense, the complete divestiture of education could prove a disadvantage if effective systems are not put in place to ensure a balance between individualism and nationalism in the content of the education being delivered at the primary level.

This highlights the need for the Jamaican government to play a key role in the process. The government in such a hypothetical model would need to implement systems to ensure a balance between private will and national will as it relates to the curriculum. For example, the government may need to implement accreditation and regulatory bodies for primary level education to ensure this balance. This however, would not be a novel phenomenon as this is the situation for tertiary education in Jamaica.

This further suggests that caution should be warranted in the complete divestiture of primary education, as the education industry seems to display unique features and expected roles not present in other industries such as utilities and air transportation, where privatization has received immense large scale successes. Therefore, although the privatization of other industries on a large scale may have had successes, the same may not necessarily be replicated in the complete divestiture of primary level education.

b) Content of Education would be in Private Hands
There are contested definitions of the curriculum. The curriculum is defined as:
A course of learning activities set out for the learner to perform…includes all subjects and activities over which the school has responsibility….has the purpose of changing a learner’s behavior, acquiring or reinforcing certain skills and preparing him to fit properly in his society…the broad general framework of the educational programmes instituted by a school or an educational institution.
Robinson (1983, n.p.)

Clark and Starr (1981, p.11) consider the curriculum of a school to be “the totality of the experiences that a school plans for its pupils”. Taylor (1973, in Hyman-Anglin 1992, p.2) in another vein sees the curriculum as “a subject or group of subjects treated in such a way as to promote learning in students”. Regardless of the multiplicity in definitions, one thing it can be argued is certain is that, the formal curriculum is deliberately planned to reflect the knowledge, skills and values that society deems important for the child to obtain. The complete divestiture of primary education in this hypothetical model would translate into the Jamaican primary curriculum being planned by private bodies instead of the Jamaican government. The implications of this hypothetical model could reflect an advantage on the one hand and a disadvantage on the other.

In the complete divestiture of primary education, this would therefore now mean that the formal curriculum would be deliberately planned to reflect the knowledge, skills and values that private individuals or groups deem important for the child to learn. Inarguably, the danger in this hypothetical model is that this may result in the existence of several different types of curriculum reflecting private and perhaps selfish ideals not necessarily in keeping with society or facilitative of the pursuance of coordinated national goals.

This would suggests the need for a strong regulatory framework to ensure that national goals form part of the core of the content of a privatized education and to ensure that the Jamaican learner receives quality, uniform education in order to bring fruition to education for not just individual development but national development as well. This therefore alludes to the need for a role for government even in complete divestiture.

An Office of Primary Education Regulation (OPER) would need to be established, controlling cost, quality of service, and entrants to the market, as well as perhaps a uniformed curriculum, to ensure that everybody learns at least some similar and prime concepts. This OPER could perform in a similar capacity as the Office of Utilities Regulation for the regulation of utilities in Jamaica; as the Financial Services Commission, for the regulation of Financial Services in Jamaica; as the Jamaica Broadcasting Commission, for the regulation of the Jamaican media; and as the University Council of Jamaica, for the regulation and accreditation of tertiary level education. Careful planning in developing and executing the roles, functions and boundaries of this OPER would be needed in order to create a balance between regulating to ensure quality and regulating to nevertheless allow for a degree of freedom and by extension an encouragement of investments in education.

On the other hand, the privatization model – contracting, the contracting of service delivery would be better suited to ensure this need.

On the contrary, it could be argued that the complete divestiture of primary education could be of advantage as this would give parents the opportunity to examine which private schools’ values are in keeping with theirs, and so enrol their charge in such a school; thereby giving parents more autonomy in deciding what their child should learn.

c. Jamaicans Would Need to Pay for Education.
Although there are other models of privatization where the government pay the providers, in this hypothetical model of privatization, Jamaicans would pay for their own education. This has emanated from the author’s belief that when one has to pay, appreciation and care increase while waste and abuse decrease. The author is however cognizant of the advantages and disadvantages eminent in such a proposed system. Accordingly, these will be examined.

The complete divestiture of primary education in Jamaica would mean that so soon after a reinstatement of free tuition by the Bruce Golding administration, there would once again be a reversal as Jamaicans would now have to pay for tuition. Given the educational history of Jamaica, this may stem a degree of conflict between socialist ideology - those who believe that there should be free education and redistribution of wealth; and anti-socialist ideology – those who oppose free education and redistribution. A survey of the Jamaican media will reveal that this has been the situation since Mr. Golding’s announcement.

It is important to note that Jamaica was once a slave colony and throughout the centuries of enslavement, “the education of children was considered to be counterproductive to the strategic necessity of keeping slaves ignorant and oppressed” (Seaga 2007, p.G2). When emancipation dawned in Jamaica, “the progeny of freed slaves were completely unschooled, creating a mammoth problem of how to introduce education for many thousands of students of various ages”. The few schools which existed restricted enrolment to the white population, excluding Jews, children of mixed races and free blacks, until gradually, in later years, access was given to these groups (Seaga 2007, p.G2).

By 1957, the elected government of the People's National Party became involved in the education of children of the poor (Seaga 2007, p.G2). Consequently, the government then began the construction of primary and then secondary schools to compliment the education provided by the church and other missionary groups, which the people heartily welcomed. According to Seaga (2007, p.G2) “Secondary schools at the time held their own entrance examinations which enabled children of parents with means to 'buy' entry in the event of failure to gain access by merit”.

To overcome this, the CEE at the primary level of education was introduced in 1957, which would select successful entrants on merit only. This 1957 education policy declaration was aimed at improving the enrolment of students entering secondary schools, particularly among those who were unable to afford the fees (Seaga 2007, p.G2).

“By 1961, 20,000 students were sitting the CEE. Of that total, only 978 or 46 per cent of 2,133 free places to secondary schools were won by students attending primary schools, while 1,155 or 54 per cent from preparatory schools received awards” (Seaga 2007, p.G2). This indicated that only one in 86 students from primary schools had a chance of winning a free place as compared to one in four students from preparatory schools. This also indicated that only 29 per cent of the students from private schools were successful as compared to 7 per cent of those originating from primary schools. This indicates consistency in the findings both in the present and in the past, that preparatory schools fair better than primary schools.

By 1972, with a socialist ideology, “the goal was to develop an egalitarian society, a society where education was no longer a privilege enjoyed by the rich but was accessible to all” (Haynes 2007, p.1). Accordingly, free public education on the basis of space was instituted by Michael Manley, the then Prime Minister of Jamaica (Haynes 2007, p.1). It is arguably true that this was a policy welcomed by the poor but criticised by some of the rich and educated.

Consequently, this increased budget expenditure from $47,750,000 in the current year to $209,000,000 the next year. This wiped out virtually all the surplus that was to be derived from the bauxite levy which he secured in 1974 and set the stage for a necessary withdrawal from free education eventually (Seaga 2007, p.G2). This resulted in a new approach - cost sharing between the Jamaican government and people.

However, since September 2007, under a Bruce Golding led administration, the government of Jamaica no longer pays half of the tuition for students in public schools, but has now undertaken to pay full tuition for students enrolled in public schools (Jamaican Lifestyle 2007, p.1). Additionally, parents who had paid their half prior to September 2007, for the 2007/2008 academic year will have their money refunded to them by November 2007 (Jamaican Lifestyle 2007, p.1).

It is against this background that one needs to place privatization in order to correctly infer the possible implications of complete divestiture in the Jamaican primary education system of 2007. This tacitly indicates that a completely divested primary education at present, with the expectation of paid tuition, as proposed by this hypothetical model, shortly after a reinstatement of free tuition by Mr. Golding, along with such educational history would perhaps create significant uncertainties and would perhaps receive opposition from the mass.

Inarguably, opposition would be particularly true of the poor Jamaicans who are unable to pay, knotted with a possible interpretation that the government is trying to return them to the ignorance, oppression and inequality which their ancestors had experienced while in pursuit of education. This possible implication therefore reveals a disadvantage in completely divesting primary education in Jamaica, at this time.

This also indicates that perhaps completely divesting primary education would need to be slowly introduced in stages to lessen opposition. It further suggests that if primary education is to be completely divested in Jamaica, the government would need to sponsor or subsidize education for the poor upon individual requests, to enable access. On the contrary, another model of privatization that allows for this provision might be useful, for example, contracting – where the government would pay service providers, as is the case in the UK and the USA. If provisions are not made for those who cannot afford to pay, a significant portion of the Jamaican population might run the risk of being uneducated. A large uneducated Jamaican population would not be an attractive indicator of the country’s level of development.

Furthermore, “a largely uneducated population allows the political elite to preside over a corrupt administration that is likely to result in an unavoidable stream of poverty and underemployment flowing throughout the society (Woodburn 2007, p.G8). Education should therefore “not be corporatised, interpreted as luxury or seen as a privilege” which this hypothetical model of complete divestiture could encourage (Woodburn 2007, p.G8).

The case of Air Jamaica however, reveals the evils in government subsidizing private arrangements and could serve as a warning. Moreover, the history of Jamaican education, that is, a vacillation between paid and free education as revealed in the foregoing, clearly indicates that reform is needed. Reform however, in the shape of complete divestiture could nevertheless be seen as a viable option, as no system is perfect.

d) Education Would be for the Rich and Not for All
In this hypothetical model, it would follow that parents with children enrolled in primary schools would now need to find the capital to send their charges to preparatory schools. In this sense, complete divestiture may prove a disadvantage from the perspective of parents who are unable to pay. In fact, in the current system, where parents pay only the auxiliary fees, there is already grave concern that the Golding led administration has only undertaken the burden of tuition and not the other school fees as well. Accordingly, “The Minister states that the Ministry will now begin a debate about these fees, with a view to constructing policy” (Jamaican Lifestyle 2007, p.1).

Additionally, the Planning Institute of Jamaica and the Statistical Institute of Jamaica (2004, p.16-18) revealed that approximately 16.9% of the population lived below the poverty line. The gap between the wealthiest docile and the poorest is very wide and growing; the mean per capita annual consumption expenditure for the wealthiest 10%, is 12.5 times that of the poorest 10%. Additionally, rural Jamaican residents are in general considerably poorer than their urban counterparts (Planning Institute of Jamaica and the Statistical Institute of Jamaica 2005, p.2.8).

This suggests that a noticeable part of the nation would be unable to send their children to school. Furthermore, this may be interpreted as a repeat of colonial education in new form, where only those who can afford to pay would be able to attend school. Therefore, complete divestiture in this sense may not be the most advantageous option when one takes into consideration the economic climate of the country. Perhaps, a privatization model where the government pays private contractors to deliver the curriculum, as is the case in the UK, would be a more favourable option when one considers this economic backdrop.

e) Savings and a Redirection of Taxpayers’ Money
On the other hand, completely divesting primary education may be of advantage and a viable option. The budget for primary education is $7.2 billion, representing an increase of 11.1% (Ministry of Education 2001-2002, p.132). The government being discharged of its responsibility to fund public education – especially that of students who have little or no interest in education because it is characterized by freeness, could redirect this $7.2 billion into other needed Jamaican industries, for example, tourism and agriculture. Perhaps, this could improve the financial situation of parents in industries like these ,as well as make them more self sufficient and by extension, more capable of financing their charges’ primary and other education.
Based on teaching experience, it is a truth known within the Jamaican primary and secondary education system that there are students who explicitly reveal their intentions to not make the necessary preparations for the successful sitting of the GSAT exams done at the primary level and Caribbean Examination Council (CXC) courses paid for by the government at the secondary level. The rationale given by students for this action is that the money being spent is government’s, and not theirs. This is furthered by the notion in Jamaica that “anything free is not good” (anytin free nuh good). This is corroborated and highlighted by one Jamaican’s response to the new and current system of education, which is characterized by free tuition. She notes:
I hate to say I told you so, because it’s the schools that are being short changed financially and as you say this will filter down to the quality education given. In the end no better result. So why the change? For votes???... Now under this BETTER system the state i.e. me and you, will have to pay fees for persons who can afford to finance their children. People who earn more than we do as well. In so doing the schools suffers, because the parents who would have paid in full and early don’t have to anymore, hence the school’s budget becomes grossly under funded. The quality education of every child will be seriously compromised. Even the ones who are from the wealthier end of the society. We will soon then, begin to see a few more Hillel’s popping up as the traditional high schools lose their status. Back to the segregation of the sixties! Mark my word!
(Jamaican Lifestyle 2007, p.2)
An analysis of this vocalization reveals the speaker’s views regarding the current system of education, which one can argue may be reflective of the views of others, for example, the author of this paper. The use of upper case in writing the adjective “better” to describe the present education system, suggests mockery, sarcasm and disgust. Clearly, the piece indicates a direct, strong and negative relationship between the variables free education and quality education. The repercussions being: schools being short-changed, quality education being compromised and an increase in the burden of taxpayers.

In other words, Jamaicans should pay for education, especially those who can afford it, in order to facilitate schools not being short changed, quality education and a decrease in the burden of taxpayers. These then would be the possible advantages of this hypothetical model being proposed at the primary level – complete divestiture, which has as its core feature - paid education. In this regard then, complete divestiture of primary education would be of advantage. In fact, the evidence presented all throughout this paper indicates a positive, strong and direct association between paid education (preparatory schools) and quality education (discipline and good passes).

However, it is important to note that there is the possibility that if the government has to subsidize education at the primary level to ensure access by those students who are unable to pay, private education may prove to be an expensive venture as public education at the primary level. Air Jamaica provides an example of this.

Post the privatization of the airline, the airline received $10 billion in loans and guarantees and owes the government US$120 million” (Edwards 2003, p.A4). Also, “It costs the country’s taxpayers nearly $1billion to keep the airline flying” under privatization (Air Jamaica’s Fundamental Problems 2006, p.A6). Although the case of Air Jamaica is not an educational example, it provides a useful reference for caution, especially as it is the success of industries like these, that one also lesson draws to support the move to further the general privatization drive.

f) Cash from Sales
Additionally, not only would this hypothetical model of complete divestiture be of advantage in the form of savings and a redirection of taxpayer’s money but also cash could be made from the sales. The sale of public schools could result in cash for the Jamaican government, especially given the number of public schools in the island. Cash sales was evident in the privatization of National Commercial Bank (NCB) which raised US$16.5 million and on the first day of trading on the stock exchange and Carib Cement Company (CCC) which raised US$40 million and sold 100% of equity on the stock exchange (Sampson 2004, p.5).

Although the government would be able to make cash from the sale of so many public schools, this may lead to the unemployment of many teachers. In fact, the privatization of Air Jamaica resulted in massive redundancies for many of the workers. Private schools in Jamaica are usually associated with quality trained teachers. The downside of complete divestiture may be seen in some teachers, particularly those who do not meet the standards of preparatory schools, becoming redundant if proper plans are not instituted before and upon the complete divestiture of primary schools.

Accordingly, this may have political and economic implications, for example, massive teacher protests, an increase in the unemployment rate, which would be an unattractive indicator of the country’s level of development. Therefore, the government would need to take this into consideration and draft a plan for the employment or re-training of primary school teachers prior to complete divestiture.

g) Efficiency
Efficiency would also be an advantage of this hypothetical model. It is important to note that ideology contributed significantly to the rapid adoption of privatization. According to Sampson (2004, p.19) a Jamaican writer on privatization, the Principal and Agency theorists pointed to the weaknesses of shareholder monitoring associated with state ownership and the fact that public enterprises are not exposed to bankruptcy or mergers or to takeover when poor performances lead to weakening of their share value. He adds that public managers are not exposed to the discipline of product and financial market. For these reasons, public operated institutions are usually inefficient.

Additionally, Principal Agent theorists argue that public operated institutions do not face the competitive markets for management and hard budgets. Shareholder monitoring by the principal is very weak and public enterprise has no clearly identified shareholders (Sampson 2004, p.19).

Conversely, privatization principles advocate strong management; competition; and are exposed to mergers and takeovers. Similarly, Property Rights theorists argue that common and cooperative ownership does not provide the strong incentives which private property rights provide for maximization of efficiency and wealth. This reduces the incentive to minimize costs and maximise returns (Sampson 2006, p.11).

An adoption of these theoretical frameworks grounding complete divestiture could be seen as being of value because of its efficiency gains. Additionally, Alchian (1965 as cited in Davies 1971, pp. 149-165) outlines some major reasons private firms normally perform more efficiently than public firms. He states that:

With private ownership the rewards and costs of an activity are more directly concentrated on each individual responsible for them. The more of his own wealth an individual engages in a given economic activity, ceteris paribus, the larger his stake and the more care that person will exercise in making decisions that will affect the size of his wealth.

(Alchian 1965 as cited in Davies 1971, pp. 149-165)

In the private sector, ownership rights are transferable and the shares representing this ownership do experience changes in value. Falling prices of ownership rights will not only reveal inferior management, but also provide an opportunity for some individuals to increase their wealth by “buying in” at lower prices and eliminating the less able managers (Alchian 1965 as cited in Davies 1971, pp. 149-165). Given this, complete divestiture in primary education could therefore be of advantage. In fact, the evidence corroborates this.

For example, in 1961, of the 20,000 students who were sitting the CEE, only 978 or 46 per cent of 2,133 free places to secondary schools were won by students attending primary schools, while 1,155 or 54 per cent from preparatory schools received awards (Seaga 2007, p.G2). This indicates that 29 per cent of the students from private schools were successful while only 7 per cent of those originating from public schools were successful.

In more recent findings, the same trend was confirmed. For example, the performance of Hydel Group of Schools has been absolutely outstanding. Of the 244 students who have sat the GSAT since its inception, all Hydel students have been awarded the “HIGH” performance category for each subject by the Ministry of Education, exceeding by far both the regional and national levels of performance of government-run schools (Hydel Group 2007, p.1). In addition, in the Ministry of Education’s Grade One Inventory Examination, Grade Three Diagnostic and the Grade Four Literacy Tests, Hydel continues to excel year after year (Hydel Group 2007, p.1). Again, these findings indicate a long standing consistency in the outstanding performance of preparatory schools and in the less outstanding performance of primary schools.

However, one could argue that it is not just the schools that lead to success. There are other variables that may account for these high levels of success, for example: Pierre Bourdieu’s cultural capital – the embodied state, the objectified state and the institutionalised state (Bourdieu 1977 pp. 487-511). Bourdieu argued that, above and beyond economic factors, cultural habits and…dispositions inherited from the family are fundamentally important to school success (Bourdieu & Passeron 1979 p.14). In doing so, he broke sharply with traditional sociological conceptions of culture, which tended to view it primarily as a source of shared norms and values, or as a vehicle of collective expression. Instead, Bourdieu maintained that culture shares many of the properties that are characteristic of economic capital (Reay 2004, pp.73-74).

Therefore, the extent to which it is pragmatic to use the evidence of private schools performing better than public schools at the primary level to champion the cause for the complete divestiture of primary education in Jamaica raises concerns. Additionally, one should bear in mind that student enrolment would sharply increase, and educational provision would now need to be made for the handicapped and those with a low aptitude for learning.

Invariably, this would mean employing more trained teachers, all of which could impinge on the positive performance that private schools now experience because of the ability to exclude those they do not see fit to perform in their schools, whether in the capacity as student or as teacher. Therefore, completely extending privatization into primary education in the form of complete divestiture, does not automatically equate to the provision of these similar quality people and quality physical resources to meet a larger student count and a heterogeneous ability grouping.

Therefore, although efficiency could be had from the complete divestiture of primary education in Jamaica, the reverse could also be true. Private schools could lead to inefficiencies and “hastily created ‘fly by night’ private schools unable to provide children with a quality education in an effort to maximise profits and spend less (America Way Foundation 2003, p.1). This then could be interpreted as public schools in new form.

This therefore re-highlights the need for Quality Assurance education bodies and Regulatory bodies such as an OPER as earlier suggested. This also reveals the changing role of government. The government being driven out of the production of primary level education would no longer be producing but instead be regulating and ensuring quality in this hypothetical model.

h) Better Educational Results
Another advantage of completely divesting primary schools in Jamaica could be the facilitation of better educational results. Private schools at the primary level do better than public schools at the primary level. This is indicated in the tables below:

Table 2: Grade Six Achievement Test, Mean Scores by Subject and School Type, 1998-99

Mathematics
Science Social Studies Language Arts
Primary
41 43 48 48
Preparatory
70 68 75 61
Source: Ministry of Education 1998-99, p. 108

The table indicates that Preparatory Schools had a total mean score of 274, while Primary Schools had only a total of 180.

Table 3: Common Entrance Examinations: Entrants and Selected 1996/97-1997/98
Type of School Year No. of Entrants Number Selected
Primary & All Age 1996/97 47 898 13 287
Private Preparatory 4 441 2 921

Primary & All Age 1997/98 48 411 14 000
Private Preparatory 4 374 3 018
Source: Planning Institute of Jamaica 1998, p.19.5

The table indicates that in 1996/97, 65.8 per cent of preparatory school students were successful in the CEE exams and were selected for entry into a secondary school, while only 27.7 per cent of primary & all age school students were successful in the CEE exams and were selected for entry into a secondary school.

This trend continued in the following academic year. The table indicates that in 1997/98, 69 per cent of preparatory school students were successful in the CEE exams and were selected for entry into a secondary school, while only 29 per cent of primary & all age school students were successful in the CEE exams and were selected for entry into a secondary school.

Table 4: Grade One Reading Inventory: Student Performance in Cognitive Skill Areas, 2002

School Type No. of Pupil Sitting Percentage Mastering All 4 or Less Cognitive Skill Areas
4 3 2 1 0
Primary
15 972 58.9 - - - 23.3
Preparatory 2968 133 - - - 3.4

Source: Ministry of Education 2001-2002, p.109

The table reveals that 133 per cent of preparatory school students mastered all four areas of the cognitive skills test while only 58.9 per cent of primary school students mastered all four areas. Also, only 3.4 per cent of preparatory school students did not master the cognitive skills while a greater number, that is, 23.3 per cent of primary school students did not master the cognitive skills.

Additionally, a UNESCO report corroborates the findings in the table above. The report revealed that in Jamaica, “approximately half of the nation’s children left primary school illiterate; high numbers that continued on to the secondary system left it without achieving substantive literacy or numeracy skills”(Blank and McArdle 2003, p.6). The report attributed this outcome to the “lack of quality of what is learned in the primary schools”.

Blank also corroborates these findings. According to Blank (2002, p.6) where girls perform better than boys in Jamaican schools “approximately 5 percent of the age cohort is enrolled in private preparatory schools where the quality of education is better and where, independent of social status, students do better on cognitive and academic tests than children who attended public primary schools”.

The evidence therefore points to the inefficiencies of public schools and the efficiencies of private schools at the primary level in Jamaica and suggest that the complete divestiture of the primary Jamaican education system could yield an enhancement in the overall educational results. However, one factor that may have accounted for this could be that the playing field is not leveled for both parties as private schools student population is less, while public schools population is by far greater. This is evident in the Economic and Social Survey report presented by the Planning Institute of Jamaica (2006, p.22.7):

Table 5: Student Enrolment by Type of School 2001-2006
Year Primary Preparatory
2001/02 191 497 18 844
2002/03 189 571 18 587
2003/04 187 840 26 515
2004/05 188 057 26 125
2005/06 186 950 26 317

The table indicates that for the period 2001-2006, the total enrolment for primary schools was 943 915, while for preparatory schools the total enrolment for the said period was only 116 388. This represents an 88 per cent difference.

To add to this, “public schools suffer from a shortage of library books, furniture and inadequately maintained school buildings” (Blank and McArdle 2003, p.6). These are examples of cultural capital, which further reiterate the earlier assertion that although private schools can be seen as better, one needs to take into consideration other variables that may impact upon the situation and account for the differences. Moreover, the longevity of this positive trend amidst these circumstances and amidst a profit maximization goal brews questions. There is a degree of uncertainty where this is of concern as the success of private schools have only been seen on a small scale, that is, with a controlled number of students.

Furthermore, based on observations, many private schools at the primary level would be unlikely to accommodate significant numbers of additional students, especially students who are unable to pay as this would mean a greater demand for quality teachers and invariably an increase in costs. Private institutions by nature being profit oriented would view this as a profitable exercise and perhaps would not desire to facilitate this, as this would mean greater costs and less profit for shareholders.

This raises concerns as to what measures would these private bodies take to address the issues raised. Would private schools “water down” the education being delivered, or would the government be called in to give assistance via the forms of subsidies and loans? Debatably, if the latter is done, there might be a conflict of interest as well as accountability issues. This would therefore raise the question of who these private schools in such an arrangement would be truly accountable to. With these uncertainties, the extent of the degree of advantage of the complete divestiture of the Jamaican primary education system raises some uncertainties.

Additionally, if the entire primary education system is completely divested preparatory schools would be forced to accept students with little or no aptitude for learning. Arguably, this would have implications for the educational results. Perhaps the high educational results would decline, as the system would not only be reflective of learners with a high aptitude for learning who are able to pay for extra lessons and the added home print and electronic learning resources but also be reflective of learners with a low aptitude for learning and who are unable to afford extra lessons and electronic learning resources. These therefore highlight the need for a careful examination of all the features of complete divestiture as presented in this hypothetical model prior to its permeation of the entire Jamaican primary education system.

Conclusion
Although this hypothetical model is imperfect because of its inherent disadvantages as outlined in the foregoing, it nevertheless presents a useful framework that could be adopted for primary level education in Jamaica. Moreover, the evidence nevertheless points to the inefficiencies of public schools and the efficiencies of private schools at the primary level in Jamaica and suggests that the complete divestiture of the primary Jamaican education system could yield an enhancement in the educational results. It also suggests that if privatization in the form of complete divestiture is the answer, there still remains a role, although changing, for government - the government as regulator.

The selection of a model is nevertheless dependent on one’s values and ideologies as is evident in this paper. One should however bear in mind that changing the system via the service deliverer, or the structure, via the content and the organization, may not present a definite panacea to the problem of quality education, as there are other variables, for example, cultural capital that impact upon the phenomenon.

One thing however remains definite within the system of primary education in Jamaica and that is - reform is of dire urgency. All the variables that affect quality education must be thoroughly researched before a blueprint for a reformed primary level of education can be effectively instituted.



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