Introduction

Discussions are still going on the different methods of teaching that best suit to students ability and potentiality. The cliché that a student should listen to the teacher passively has been changed and many theoreticians have brought new innovations to this field. Among these theories, personalized learning plays a significant role; especially in promoting new methods of teaching that really make studies enjoyable to both the teachers and the students. Personalised Learning means, Assessment, teaching, curriculum and school strategies designed to ensure that the talents of every individual can be fully realised. It aims to raise standards for all by setting high expectations based on a sound knowledge and understanding of every child. (What does personalised learning mean to you 2008). Personalized learning is a strategy to accomplish individual students need. The Personalized Learning approach emerged in the publics charter school system in California, in1990s. (Personalised learning 2009).

It can be class room based or non-class room based. Just different from the traditional method of teaching, personalized learning identifies the skills, passion and trend of individual students. As it is more concerned with the practical side of learning than that of the strict theoretical side in the class rooms, there is possibility for it to be misinterpreted, that is, a system that wastes the valuable hours of a student. Many researches have propounded on Personalised Learning and one of the major researchers of this field was Charles Desforges, an ex-primary teacher and researcher. When referring to the application of the Personalised Learning in school children, he observed that though it is some what easy to learn, its application is difficult. So he suggested that for the application of Personalised Learning the trick we need to perform is to bring the practical knowledge of teachers and the theoretical knowledge of the researchers together in order to promote advanced teaching practices. But to a more practical level, one can see that personalized learning is much higher than the traditional method of teaching. Students can depend on any kind of learning styles; this doesnt mean that their intelligence level is poor.

The aim of personalized learning is making learning most productive and meaningful way to rejuvenate student in the learning process. According to the social constructivists each and every child has an innate ability to acquire knowledge. It is very clear that every student has his own individual strengths, weaknesses, and his own particular way or approach of learning. Putting this common notion into practice one can easily find that our current education system has not been successful in individualizing learning experiences. Majorities of the countries (UK, US, India, China etc.) are following class room learning process rather than individual learning approach. We can see the consequences in general, only 50% or below secure good score. Students intelligence level and interests varies, so that some of them can move ahead with class room learning whereas others cant. The following statement from the online article entitled Personalized Learning rightly comments about the drawbacks of current education system. It says: The Personalized Learning model is the solution to turn the fate of our public education system from continuing and increasing failure rates to one of success for all students, one that will truly ensure that no child is left behind. (Personalised learning 2009).

Personalized learning process props up to meet the demands and aspirations of a student. Traditional classrooms provide typed learning pleura for many years and learning becomes passive. In present decade, with the emergence of learning theories one can notice a gradual change from teacher-centred to student-entered. Individual difference of a student demands personalized learning experience in classroom. Personalized mode of education promotes motivation to the child and it helps him to acquire self-direction and self-reliance. Personalized way of learning follows the process such as planning, learning, reflecting and feedback. Here the learner will have a choice about what is learned, when and how it is learned. Personalized learning is possible for traditional learning establishments like schools and colleges. Personalized learning claims learning that happens anywhere. Based on a learning plan, personalized learning becomes more effective; assignments, group works, projects etc improve students cognitive ability.

Personalized learning is multi-faceted, which includes parents involvement, peers involvement, smaller class sizes, technology, articles, guides, individual tuitions, more one-on-one teacher and students involvement, teacher and parent-teacher association, independent study, home schooling, media etc. (Rice 2004). Personalized learning leads the teachers and the students for innovative teaching techniques. A study reports the subsidiary benefits of personalized learning. It says, Schools that reported more extensive implementation of personalize learning strategies often mentioned experimentation: in teaching and learning techniques. (Sebba, et al 2007, p.26) Parents have a very notable role in promoting personalized learning. As parents are well aware of the potentiality of their children, they can help their children to select the type of education that best suits to their mental ability. Based on that, they can arrange the kind of learning they want. Peers also contribute their role in learning styles. A well understood student can help his peers. They can discuss among themselves; each will be having strong areas and week areas, but when they combine together it results in better understanding. Some students feel difficulty in big class room; they prefer schools with smaller class size. Media and articles also play a big role in personalized learning. If a student needs much more help he can depend on individual tuition. Generally the class room based teaching means 1:40 ratio, that is, one teacher for teaching 40 students in the class room. (Personalized Learning 2004)

The teacher gives lecturing, notes and goes with other regular routines. Some students may be able to follow, some may not. This is the reason for massive failures happening in public education system. Especially in the case of mathematics students need more guidelines. Once they catch the idea they can go ahead. Let us look into benefit of personalized learning in linear equations. The teacher can find out the individual tastes of students through a set of questionnaires. Questionnaires are attached at the end. Questionnaires are done as a test and will help the teacher to identify individual passion. The test will help the teacher to acquire enough knowledge about the Intellectual Qualities of Various students in a class room. The application of personalized learning will be based on the test result. After analyzing the questionnaire teacher can decide the individual passion. Certain students prefer demonstration while others depend on explanation and practical examples. When a student is given problem he/she may depend on text books to solve the problem. Some may depend on their peers who are better on it. And finally when it turns to a bright student, he/she tries to solve himself/herself.

Students are asked to solve the problems after giving the basic ideas. They can depend on multiple resources like technology access (computer and internet), students group, text books or peers and guides etc. It s highly recommended that one should have a clear concept before moving ahead with problems.

Here conduct a case study for finding the effectiveness of personalized learning in modern classroom. The study is based on a group of students consisting of fifteen ten year old students. Each student comes from various socio economic backgrounds. Based on the questionnaire one can easily find that five students are going above average, and five of them have an average cognitive level, rest of them are below average. Average students need individualized attention. With the help of displays, charts, flash cards, flip charts and demonstrations students understand the problem in their own way. Classroom assessment and tests are the effective ways for finding these problems. Students have failed to understand the question sand they forget the steps of mathematical problems.

Introducing new methods like drills, pictorial representations, and numerical games students can develop a positive attitude to the classroom. After the analysis of the results it is clear that other students faced some problems to understand classroom activities. The learning material considers students cognitive level, difficulty level, social and cultural backgrounds, infrastructure facilities. Most of the students need individual attention in their learning. Consider the scenario where a students misinterpret n*n as 2n instead of n^2, and also n+n as n^2 instead of 2n.These are detected after small assessments. Students are made to realize the difference between the terms n^2 and 2n via substituting the values for n. They can understand the consequence hence after, the total calculation goes wrong. Therefore a student should possess the basic ideas. Here is a planned learning material with certain learning objectives. It includes a lesson plan about linear equation. Number of personalized learning activities and exercises are included in this lesson plan.

Different learning styles of solving linear equation

Different learning styles introduced for these topics are practical examples, basic ideas with demonstration, steps with explanation (depend on text books, articles, internet etc) and online games. Most of these learning styles introduced are referenced with national strategies. These are designed for class 10 pupils for increasing their standards, implemented in UK. These are introduced to reduce the errors, misconceptions and also especially when they are not able to follow with basics of linear equations. These personalized learnings are experimented soon after few assessments, evaluating students strengthens and weakness.

Illustrate the practical examples

Algebra is a division of mathematics designed to help solve certain types of problems quicker and easier using linear equations. The general idea of algebra can explain through language. Before stepping into problems they should develop a meaningful idea about it. This is possible via explaining them through language. In terms of language equation can be explained as follows-It is based on the concept of unknown values called variables, unlike arithmetic which is based entirely on known number values. Let us discuss an important concept in algebra the equation. The idea of an equation can be compared with equipment which is used for balancing weights, with weights bar on one side and equal substance on other side. We have to add or subtract weights on one side or on either side to make it balanced. Consider this scenario of balancing machine with 20 units on one side and 30 units on other side. Here, for balancing, either we have to add 10 units on one side or subtract 10 units from other side. In linear equation instead of weights, numbers or constants are used. The equation can also be balanced by a substance called variable. A variable is an unknown number represented by any letter in the alphabet. Several symbols are used to relate all of variables and constants together. These symbols are:

  • * Multiply
  • / Divide
  • + Add
  •  Subtract
  • () Calculate what is inside of the parentheses first

Let us simulate a model to motivate students to solve a practical problem through algebra. Consider a typical problem- investment of four people, they invest ¬40000. They have equal share in this investment. What is the individual share? This is explained in this material later. (Basic of algebra 2005).

Conveying the basic ideas through demonstration

Know that letters are used to stand for numbers in algebra.

For example

In the equation 4z+3=22, z is particularly unknown number, but in the equation x+y=24, x and y can take many different values

Recognize algebraic conventions

4*n or n*4 can be thought of as 4 lots of n or n+n+n+n, and can be shortened to 4n.

In the expression of 4n, n can take any value, but when the value of expression is known, an equation is formed, i.e. if 4n is 18, the equation is written as 4n=18.

Use the equals sign appropriately and correctly.

  • Recognize that if x=y then y=x and that x+y=z can also be written as z=x+y
  • Use letter symbols to write expressions in meaningful contexts.

For example

Add 8 to a number x+8

Subtract 5 from a number m-5

A number multiplied by 3 then added by 4 m*3+4

Understand the difference between expressions such as

2x and x+2 4(a+6) and 4a+6

a^2 and 2a 2a^2 and (2a)^2

Explain the distinction between equations, formulae and functions. For example

  • In the equation 5z+4=2z+40, z is particularly unknown number.
  • In the formula v=u+at, v, u, a and t are variable quantities, related by the formula.
  • In the function y=8x+23, for any chosen value of x, the related value of y can be calculated.

Understand inverse operations

Analyse that any one of the equations:

  • x+y=z, y+x=z, z-x=y, and z-y=x
  • ab=c, ba=c, b=c/a and a=c/b

Implies each of the other three in the same set, as can be verified by substituting suitable sets of numbers into the equations

Apply inverse operations when two successive operations are involved. For example, the inverse of dividing by 5 and subtracting 6 is adding 6 and multiplying by 4, i.e.

If x/5-6=y, then x=5(y+6).

Use a spreadsheet to verify this, entering different numbers in column A, including negative numbers and decimals. If column C always equals column A, the inverse is probably correctly expressed.

1 A1/5-6 5(B1+6) 1 -5.8 1
2 A2/5-7 5(B2+6) 2 -5.6 2
3 A3/5-8 5(B3+6) 3 -5.4 3
4 A4/5-9 5(B4+6) 4 -5.2 4
5 A5/5-10 5(B5+6) 5 -5 5
6 A6/5-11 5(B6+6) 6 -4.8 6

(Algebra 2008).

Problems solving using linear equations

The equation is similar to problems in mathematics. For example consider this expression +16=20.We could easily guess equals 4. Here in this problem stood for an unknown number. We can convert this into algebra as

x+16=20.

i.e. x=20-16=4. And answer is x=4.

Understanding Coefficients

The coefficient of a variable is the number which the variable is being multiplied. Consider following equation

x+10=4x+20

i.e. 4x-x=20-10

i.e. 3x=10

Here in this equation 3 is the coefficient of x. Consider following terms to understand coefficients better.

Term Coefficient of x

4x 4

0.34x 0.34

x 1

-x -1

In order to solve 3x=10. i.e. to get the value of x we need to divide both sides by 3.We can compare this with a classic problem. Consider the investment of three people, they invest ¬30000. They have equal share in this investment. What is the individual share? i.e. 30000 divided by 3. Answer is ¬10000.We can convert this to algebra as x+x+x=30000, where x represents individual share i.e. the unknown variable.

To solve this equation x+x+x=30000

i.e. 3x=30000.

To get the value of x, divide with coefficient of x on both sides i.e. x=30000/3 =10000

(Basic of algebra 2005)

Steps with explanation

Here the students are given wide range of resources such as text books, articles, internet etc to solve the problems.

General concept: Move variable on one side and everything else on other using inverse operations

Step 1: Simplify both sides, when necessary.

This would involve things like removing (), removing fractions, removing decimals and adding similar terms

Step 2: Use addition or subtraction to move variables to one side and all other terms to other side

Step 3: Use multiplication or division to eliminate any values that are in front of the variable.

Step 4: Check the answer. Answer can be verified by substitution manually or using excels.

Example 1

Solve the equation 10-4x=6

10-4x=6

10-4x-10=6-10 Inverse of addition by 10.ie sub by 10

-4x=-4 Bring all x terms one side

-4x/-4 = -4/-4 Inverse of multiplication by -4 i.e. div by -4

x=1

Understand the term -4x i.e. the operation involved is multiplication i.e. -4 multiplied with x.

We can verify the answer by substituting the value obtained in equation

.i.e. 10-4*1=10-4=6

Flash exercise by Jay Austin and Jordan Noll, College of Design; Brad Hokanson, faculty, College of Design, University of Minnesota, St. Paul, MN; with refinements by: Steve Kladstrup, Independent Flash Developer, Minneapolis, MN. (Solving linear equation).

Verify with excel as follows

A B C
Value LHS RHS
1 10-4(A2) 6
A B C
Value LHS RHS
1 6 6

Value is the answer we obtained. In LHS columns A2 takes the value of Values (A) columns. If LHS columns and RHS columns evaluate the same we can assume that the answer is correct!

Example 2

Solve the equation 2(x+3)-2=4(x-2)

2(x+3)-2=4(x-2)

2x+6-2=4x-8 remove the parenthesis

2x+4=4x-8

2x-4x=-8-4 Get all x terms one side

-2x=-12

-2x/2=-12/2

-x=-6

-x/-1=-6/-1 Inverse of multiplication by -1 is div. by -1

x=6

If you place 6 back in for x i.e. 2(6+3)-2=4(6-2)

2*9-2=4*4

18-2=16

16=16

Verify with excel. (Nancy 2009).

A B C
Value LHS RHS
6 2(A2+3)-2 4(A2-2)
A B C
Value LHS RHS
6 16 16

Example 3

Solve the equation 1/4x+1/2=4x-1/2

(1/4) x+1/2=4x-1/2

4*(1/4) x+4*1/2=4*4x-4/2 to get rid of the fractions, multi.both sides

by the LCD of 4

x+2=16x-2

x-16x=-2-2 bring all x terms one side

-15x=-4

-15x/-15=-4/-15 Inverse of multiplication by -15 is div. by  15

x=4/15

If we put back x=4/15 we can see the equation is balanced.

(Solving One-Step Linear Equations 2009).

Example 5

Solve the equation. 25z-.2=.45z-0.1

100(0.25z-0.2) =100(0.45z-0.1) to get rid of the decimals mul. Bothe sides by 100.

25z-20=45z-10

25z-45z=-10+20 Get all z terms one side

-20z=10

-20z/20=10/20 Inverse of mult. By 20 is div 20

-z=1/2

z=-1/2

Verify with excel.

Value LHS RHS
-0.5 0.25*A2-0.2 0.45*A2+0.1
Value LHS RHS
-0.5 -0.325 -0.325

We can see that LHS and RHS coincide. Hence the value -1/2 substituted is correct. (Beginning algebra Tutorial 14: Solving linear equation 2008).

Learning through online games

Online games inspire the students more. They feel more enjoyment while doing the problems rather than learning something in strict environment. Students can strengthen their skills through online games. Some of the games which help students in linear equations are

Postman Phil

Help Postman Phil deliver letters by solving algebraic expressions by substitution.

Planet Hop

Travel deep space and find the coordinates of the planets and the equation of the line.

Planet Blaster

Solve linear equations and blast the planets

Equation Match

Help ancient mathematicians find matching pairs by working out the value of x in each equation.(Algebra math game 2008).

The following games also used for stimulating the students:

  1. Think of a Number  interactive discussion starter.
  2. Substitution  Evaluate the expressions by substituting numbers for letters.
  3. Sequences  Work out the 4th, 5th, 10th, 20th and nth terms in a number sequence.
  4. Algebra Cross number  To solve this cross number puzzle, you also need to work out what numbers x and y represent.
  5. Functions Machine  To solve this problem, you must work out how to continue the sequence of numbers  drag the operators into the boxes on the function machine to help. Now available as 2 step and 1 step puzzles, for those of you who prefer to solve simpler math problems

(Mathematical Interactivities  puzzles, games and other online educational resources).

Assessment programs

Assessment programs should be conducted in order to find whether the learning styles introduced are effective. Personalized Learning schools combine multiple assessment levels of student academic achievement. Certificated teachers oversee student progress toward satisfying state academic standards through the regular recording of detailed learning records, compiling extensive student work portfolios, and conducting annual state mandated testing programs. (Personalized Learning 2004)..

Assessment program can also be done via day-to-day observations, periodic observations and interactive section in class room. When a weak student gradually shows improvement, we can give positive attitude to the learning styles introduced. Some students may feel difficulty in assessments program. Even if they are talented, they will be blank during assessments. Self assessments and peer assessments can be used for these folks. Gradually they will be out ridden of fear. Assessments can help to improve the motivation and self-esteem of individual students.

Next let us think what should be done for a student who doesnt show any kind of development. The teacher should give special kind of attention to those students. Try to find out what exactly their problems are. If they are haunted by house problems or any other kinds of threat by which they are lagging behind, consult their parents. If they are not facing any kind of problems, check their intelligence level and interest for learning and reorganize the learning styles. Test them through different learning process and tailor them to achieve success. Frequent assessment feedback helps to enhance their learning. Any kind of improvement shown by them is important. There is a tendency for low attaining students to cease their studies, later they become victims of serious social problems (Black & William 2001).

The following questions can be used for assessments (a) 6-7(x-3) =-1 (b) 1/2x-1/8=3/8x-5/8 (c). 25a-0.5=.2a+0.15 (d) 7(x-3) ==7x+2

(Beginning algebra tutorial 14: Solving linear equation 2008).

Evaluation

Evaluation is done to find out what went well and what needs improvement. Self evaluation is a vital part of personalized learning. Here the student is responsible for all activities. The following statements rightly comment about the role of a student in a student-centred classroom. The words of Dr Valentina make it clear when he says: In this study this was evident in learner-centred contexts where students were encouraged to take increased responsibility for their learning. This was achieved by student planning, organizing, evaluating and implementing strategies to improve their learning. In a teacher-centred approach these elements of the learning process are controlled by the teacher. (Klenowski 1996) In traditional classrooms teachers play a significant role because the teacher is fully responsible for improving a controlled learning environment and he or she is responsible for giving support and guidance for students. Students self evaluation is an effective method of assessment in personalized learning. Here each student will get an opportunity to evaluate and monitor their performances.

Evaluation is done generally after the assessment program. A highly scored student can tell what exactly motivated him/her. Whether it is computer games or articles or individual guides or whatever it is. A low scored student can be considered for what needs improvement. Some students may need a mixture of all types of learning. In the evaluation process of year 10 group as a case study, it was found that 6 students have scored highly. They followed all kinds of learning styles. Students who only depended on explanation could score average marks. Students group also could promote the weaker students. Demonstration through computers and internet games also could influence the students to a great extent. Yet few of the students are not able to follow the full concepts of algebra. The learning styles have to be reorganized after evaluating their intelligence level and interest for learning.

Theories of learning and assessment

Increasing the standards of learning that are achieved through school education is very important. Government is carrying out tremendous changes in curriculum and assessment programs to achieve the standards. Learning is driven by what teachers and students carry out in class rooms. Here the teachers play the major role. They have to tailor the students to meet the demands. Technically we can treat class room as a black box. When we treat class room as a black box there are components involved in it  a) the input b) the out put c) the process inside the black box. Inputs from the outside are fed in to the system i.e. the pupils, teachers, other resources, school rules, parents demands, assessments with high expectation, etc. Output follows  pupils are more knowledgeable and talented, better test results, teachers who are more or less satisfied etc. Let us consider the process inside. Ultimately the teacher makes the process inside. They have to make the inside work efficiently. They have to build the students to meet the challenges through regular practices and assessments. (Black & Wiliam 2001)

Black Box

Some times they will have to introduce new learning styles to achieve the target. Number of learning theories and teaching strategies are promoting new learning experiences for students. The Behaviourist learning theories are very important in the process of personalized learning. Here learning is brought about through the process of giving stimulus, response and rewards. This helps the students to self search and assessment. Positive reinforcement and positive feedback play an important role in personalized learning. The journal article titled Theories of Learning and Their Implications for On-Line Assessment gives some comments about behaviourist approaches of learning. The article says: The behaviourists take the view that learning is brought about through stimulus, response and reward, a form of conditioning process or associative learning. (Francis Underhill 2006) Through gradual and sophisticated chains of behaviour student will attain the reward of positive reinforcement. Another major learning theory is cognitive theory. The advocates of cognitive approach focus on the qualitative development of thinking.

The exponents of cognitive theory suggest an experimental learning having four different stages. These are conceptualization, planning, experience, and reflection. In a personalized classroom students will get a lot of chances for thinking and practicing. Cognition refers mental ability and a cognitive classroom includes the process such as thinking, remembering and continuous learning. In a personalized classroom the teacher will get the chance to monitor students mental actions and control learning process. As a result of continuous thinking and remembering of concept or problem the student will acquire the steps or equations. Social constructive theory plays an important role in present education system. A social constructivist develops his theory on the basis of the process, scaffolding. According to the social constructivists man has an innate ability to learn something. The duty of a teacher is to modify this ability. Teacher plays the role of a facilitator and a good guide. In a personalized class room teacher gives a planned learning material which includes number of learning objectives. Students read the materials and analyze the problem in a detailed manner. In a constructivist classroom student constructs knowledge himself. Individual difference is unique in every person. Knowledge acquisition in a classroom is based on the cognitive level of the students. Especially in a mathematics classroom some problems like fraction are not very difficult for average students. But a student of below average needs personalized instructions. All these learning theories suggest motivation as an important factor in a classroom.

Humanist learning theories are also helpful for a personalized classroom. The advocate of Humanist learning theories concentrates the development of the students self concept. Self esteem is an important motivating factor for a student. Humanists say that

Teacher turnover in public and private schools is a significant problem for the US education system. Almost 14% of teachers leave their current job every year, creating vacancies that are difficult to fill (Garcia &Weiss, 2019). Around half of these teachers leave the profession for various reasons, including retirement and seeking another career (Carver-Thomas & Darling-Hammond, 2017).

The problem of teacher turnover contributes to overall teacher shortage caused by various factors. The number of schools that tried to fill a vacancy between 2011 and 2016 tripled from 3.1 to 9.4 percent (Garcia &Weiss, 2019). Moreover, the number of schools that were unable to fill vacancies grew from 19.7 to 36.2 percent during the same period (Garcia &Weiss, 2019).

According to Carver-Thomas and Darling-Hammond (2017), high-achieving school systems in Finland, Singapore, and Ontario, Canada, have a turnover rate below 4 percent. This implies the schooling system in the US underperforms, and effective interventions are required to address this problem.

The shortage of teachers and turnover is associated with significant harm to teachers, students, and the US economy in general. First, a shortage of teachers hinders students ability to learn and decreases teaching effectiveness (Garcia &Weiss, 2019). It increases workload leading to increased stress and burnout (Carver-Thomas & Darling-Hammond, 2017).

Therefore, teachers and school authorities encounter the problem of creating an effective workplace culture that can ensure the stable performance of an academic institution. Second, a shortage of teachers harms the reputation of the teaching profession in general. Currently, teaching is viewed as an underpaid occupation with high demands and vague carrier opportunities (Carver-Thomas & Darling-Hammond, 2017). As a result, the number of degrees in education awarded in 2016 dropped by almost 16 percent in comparison with 2009, even though the demand for teachers was growing (Garcia &Weiss, 2019).

The reputation problem further contributes to increased turnover rates and teacher shortage. Third, the issue harms the financial well-being of schools and the US economy in general. The problem is that turnover consumes financial and human resources that could be used elsewhere.

The problem of teacher turnover needs to be addressed on all levels to avoid the associated harms. Turnover can be addressed by tackling the central reason for avoidable turnover. Teacher turnover is attributed to dissatisfaction with the professions for various reasons, including low pay, unhappiness with administrative support, stress and burnout, lack of functional workplace culture, and dissatisfaction with teaching as a career (Ingersoll, 2001).

Therefore, the most prominent methods for addressing teacher turnover is increasing compensation, enhancing teacher preparation and support, and improving school leadership (Carver-Thomas & Darling-Hammond, 2017). However, innovative methods for addressing turnover are also needed to approach the problem from a different angle.

Workplace spirituality is an emerging solution for addressing employee turnover that can be practiced in schools. It is a relatively new idea that started to develop in the late 1990s (Waddock, 1999).

Workplace spirituality is generally understood as an organizations recognition that employees have both mind and spirit, and they are free to search for the purpose of their work using religious beliefs openly. Recent research demonstrates that the promotion of workplace spirituality can become a viable strategy for addressing teacher turnover as it improves teachers psychological well-being (Aboobaker et al., 2019) and organizational commitment (Mousa & Alas, 2016).

The present paper aims at providing in-depth information about the problem of teacher turnover both in the US and abroad. First, the paper will look at the issues from a historical perspective to understand how the issue developed in the past. Second, the paper will provide a summary of how the problem is viewed in the current scholarly and professional literature.

Third, strategies for addressing teacher turnover will be discussed with a particular emphasis on workplace spirituality. Finally, the paper will discuss what the Scriptures say about the issue. The purpose of the research is to describe factors that affect teacher turnover and an overview of current strategies for addressing it. The paper puts a special emphasis on the promotion of workplace spirituality as a viable method for addressing teacher turnover.

Historical Summary

Teacher Turnover in the US

Teacher turnover in the US has been a problem of concern for an extended period of time. The first research concerning turnover of American teachers was published by Stafford Metz and Howard Fleischman in 1974. The study was based on a sample of 1,205 US schools and the employment data for the 1968-1969 school year. According to the study, teacher turnover rate during the period was 19 percent (Metz & Fleischman, 1974).

Almost 9% of teachers did not return to the profession after separating from their jobs (Metz & Fleischman, 1974). Even though the numbers were high, Metz & Fleischman (1974) failed to provide an assessment of the information and acknowledge the importance of findings. Therefore, even though the first research on the issue was published in the 1970s, the problem did receive recognition until later in the 20th century.

Teacher turnover started to receive increased attention in the 1980s when many highly publicized reports about the matter emerged. The National Commission on Excellence in Education, the National Academy of Sciences, and many other groups of researchers began to worry that turnover could lead to teacher shortage (Ingersoll, 2001).

The concern was explained by two demographic trends during the time, including increased enrollment in schools and increased attrition of teachers due to aging (Ingersoll, 2001). Since the middle of the 1980s, school staffing was declared a major concern by the US government (Ingersoll, 2001). This created incentives for the emergence of a large body of empirical research concerning teacher turnover and factors that affect it.

In the 1980s, research concerning teacher turnover was mainly based upon personal characteristics of teachers, such as age, gender, marital status, and teaching field (Ingersoll, 2001). During this period, it was determined that educators teaching special education, mathematics, and science were more likely to have turnover intentions than others (Ingersoll, 2001). Moreover, older teachers were more likely to leave the current place of work in comparison with their younger counterparts (Boe et al., 1998).

At the same time, married were less likely to turnover than single, and males had a higher chance of leaving their jobs in comparison with females (Ingersoll, 2001). However, the early approaches to exploring the problem were associated with numerous biases, as researchers often took into consideration only teacher attrition and did not recognize organizational factors.

In the 2000s, scholars and professionals started to realize that teacher turnover could be predicted by work conditions. Ingersoll (2001) stated that understanding teacher turnover from the organizational level was crucial, as the policies practiced at that time could divert attention from the primary underlying problemthe manner in which teachers and schools are managed (p. 525).

Ingersoll conducted a quantitative study revealing that compensation, conflicts with students, administrative support, and workplace culture have a significant impact on teacher turnover along with personal factors. Loeb et al. (2005) claimed that school characteristics, such as the size of the classes, the poverty rate of students, the ethnicity of students, and working conditions have a significant impact on teacher turnover rates. In summary, during the 2000s, research on teacher turnover started to shift the focus from personal factors to organizational.

The data on teacher turnover rates was somewhat inconsistent, depending on the source of information. According to Carver-Thomas and Darling-Hammond (2017), the rates varied from 13 to 17 percent between 1988 and 2013. However, the report published by Boe et al. (1998) claimed that teacher turnover in public schools could be as high as 30%. In 2008, the teacher turnover rate was estimated to be approximately 25.6 percent (Boe et al., 2008). However, regardless of the exact figure, the turnover rate remains very high in comparison with high-achieving school systems (Carver-Thomas & Darling-Hammond, 2017). Therefore, the problem of teacher turnover has been significant since the 1980s.

Workplace Spirituality

Workplace spirituality has become a matter of discussion only during the past two decades. In the 1990s, motivation was viewed only through the lens of material gains, benefits, and recognition (Waddock, 1999). In other words, organizations were viewed only as a source of economic growth. However, the integrated framework introduced by Wilber in 1996 stated that economics was only the measurable and observable side of life within organizations (Waddock, 1999).

Wilber claimed that employees motivation was impossible without community feelings, aesthetics, intuition, awareness, and meanings (Waddock, 1999). Therefore, building professional communities within organizations was vital for organizational efficiency. Waddock (1999) realized the growing need for brining employees hearts, minds, bodies, and souls to organizations. Thus, the late 1990s was the period when workplace spirituality was first mentioned as an opportunity to improve the community within organizations.

In 2004, Carole L. Jurkiewicz and Robert A. Giacalone acknowledged a growing interest in workplace spirituality as a way to enhance organizational performance. Jurkiewicz and Giacalone (2004) viewed workplace spirituality as a framework of organizational values evidenced in the culture that promote employees experience of transcendence through the work process, facilitating their sense of being connected to others in a way that provides feelings of completeness and joy (p. 129).

In the early 2000s, workplace spirituality was believed to have a positive effect on the community within companies; however, there was little research available to confirm the matter. The first rigorous research concerning workplace spirituality started to appear only in the 2010s. For instance, Gupta et al. (2014) designed a questionnaire to measure four aspects of workplace spirituality, including meaningful work, sense of community, organizational values, and compassion. All these factors were found to have a positive impact on job satisfaction. Since links between job satisfaction and retention are well established, workplace spirituality can have an influence on turnover.

Current Research

Teacher turnover is an issue widely discussed in the current scientific and professional literature. Current estimations of teacher turnover rates vary from 14 to 16 percent (Carver-Thomas & Darling-Hammond, 2017; Garcia &Weiss, 2019). Around 50% of all turnover is due to attrition, which is a significant problem due to the shortage of teachers (Carver-Thomas & Darling-Hammond, 2017).

The trends of teacher turnover in the US are presented in Figure 1 below. The cost of turnover is estimated to be $20,000 per person, given a school can fill a vacancy within one academic year (Carver-Thomas & Darling-Hammond, 2017). However, many schools struggle to fill these vacancies in time, especially in high-poverty schools, which leads to increased workload and decreases the academic achievement of students (Garcia &Weiss, 2019). Overall, the turnover rate is high in southern states, while northeastern states have the lowest turnover rates in the US as they offer high-paying jobs (Carver-Thomas & Darling-Hammond, 2017).

However, even northeastern states have higher turnover rates in comparison with high-achieving schooling systems of Finland, Singapore, and Ontario, Canada (Carver-Thomas & Darling-Hammond, 2017). Therefore, schools need to employ effective retention strategies to address the problem of high turnover among teachers.

Teacher turnover trends
Figure 1: Teacher turnover trends (Carver-Thomas & Darling-Hammond, 2017).

Turnover, in general, is viewed as a complex issue affected by both personal and organizational factors. In their systematic review, Al Mamun and Hasan (2017) acknowledge avoidable and unavoidable turnover. The unavoidable turnover results from life decisions that extend beyond an employers control, such as a decision to move to a new area or a job transfer for a spouse (Al Mamun & Hasan, 2017, p. 65).

Therefore, the purpose of designed strategies to increase employee retention should aim to decrease avoidable turnover. Al Mamun and Hasan (2017) distinguish between nine types of factors affecting avoidable turnover: managerial factors, workplace environment, pay, fringe benefits, career promotion, job fit, clear job expectations, perceived alternative employment opportunities, and influence of co-workers. These factors need to be addressed to address the problem of turnover.

The factors affecting teacher turnover are similar to those affecting employee mobility in general. According to Carver-Thomas and Darling-Hammond (2017), teacher turnover is caused by dissatisfaction with the profession. Three central reasons for dissatisfaction with teaching are pressures associated with test-based accountability, unhappiness with administrative support, and dissatisfaction with teaching as a career (Carver-Thomas & Darling-Hammond, 2017, p. 30).

A literature review provided by Khan et al. (2017) identified that teachers turnover intentions depend on age, marital status, gender, number of children, compensation, career opportunities, recognition, work conditions, peer and supervisor support, and job satisfaction. However, Khan et al. (2017) put a special emphasis on the level of pay, job stress, and increased workload among teachers. These three factors, however, were found extremely interconnected with Pearsons correlation coefficients of 50 and above (Khan et al., 2017).

The authors concluded that increased workload creates additional job stress, which affects teachers intentions to leave (Khan et al., 2017). In other words, Khan et al. (2017) suggested that job stress mediated the relationship between increased workload and turnover intentions. However, no model was created to confirm this relationship.

In her dissertation, Tolliver (2018) claimed that the availability of time for collaboration, facilities and resources, teacher leadership, school leadership, professional development, and instructional practice and support have a significant effect on teacher retention. Moreover, Tolliver (2018) concluded that there was no significant difference in teacher turnover and job satisfaction between high-poverty and non-high-poverty schools, which was inconsistent with Boe et al. (1998).

Tolliver (2018) concluded that the majority of teachers are dissatisfied with their current job. This dissatisfaction is by disproportionally low availability of time for collaboration, lack of resources, dysfunctional workplace culture, and improper management (Tolliver, 2018). While the methods for achieving this conclusion were questionable, the findings were significant and added to the current body of knowledge.

Current research also suggests that psychological and emotional well-being is a significant predictor of retention intentions Aboobaker et al. (2019) suggested that teachers with increased resistance to stress and resilience are less likely to have turnover intentions regardless of other conditions. The problem is that stress leads to exhaustion, depersonalization, and decreased teacher achievement (Aboobaker et al., 2019). If a teacher is able to resist these conditions, he or she is likely to turnover (Aboobaker et al., 2019).

These suggestions were consistent with research conducted by Chirico (2017), which concluded that teachers from consecrated schools are less likely to turnover despite increased stress as they have functional coping mechanisms to resist stress. These comping mechanisms help to deal with anger, frustration, anxiety, depression, and nervousness (Chirico, 2017).

Teacher turnover is also affected by the level of preparation for the profession. According to Carver-Thomas and Darling-Hammond (2017), teachers who entered the profession through an alternative certification program were 25% more likely to leave their schools than were full-time teachers who entered teaching through a regular certification program, holding all else constant (p. 25). However, for the majority of teachers, alternative programs are the only way to receive certification, as they cannot afford to stay without an income to receive high-quality teacher training (Carver-Thomas & Darling-Hammond, 2017).

Therefore, states that do not offer financial aid to future teachers are more likely to rely on undertrained teachers, which, in turn, leads to increased turnover rates (Carver-Thomas & Darling-Hammond, 2017). Among other factors affecting teacher turnover are school characteristics, including administrative support, maximum district salaries, school size, and the proportion of students of color (Carver-Thomas & Darling-Hammond, 2017).

Among these predictors, the lack of administrative support was found to have the highest predictive ability (Carver-Thomas & Darling-Hammond, 2017). In summary, teacher turnover is predicted by school characteristics, teacher characteristics, and workplace conditions.

Strategies for Addressing the Problem

There are numerous strategies in place for addressing employee turnover in general and teacher turnover in particular. All the strategies aim at controlling the factors that contribute to the problem. However, it is vital to understand that strategies should aim at addressing only preventable teacher turnover.

For instance, according to Carver-Thomas and Darling-Hammond (2017), teacher turnover is lower in schools, where students are mostly white and wealthy. However, it would be unethical and illegal to admit only white students with high income for public schools. All the strategies described below were tested and approved by numerous review boards. Therefore, all of them can be used to address turnover among teachers with varying degrees of effectiveness.

General Strategies

Strategies for addressing turnover should vary depending upon the factors that affect turnover in every specific school. However, there are recommendations applicable to the majority of organizations. In general, Al Mamun and Hasan (2017) recommend recruiting suitable employees, effective leadership, training, and development, identifying financial problems, improving workplace culture, and balancing life and work. School authorities need to make a suitable combination of the methods to create a sound retention plan.

Recruiting Suitable Employees

An effective retaining strategy cannot exist without a sound recruitment practice. Every school needs to be able to select the most suitable employees from the pool of available teachers (Al Mamun & Hasan, 2017). Schools need to identify the qualifications needed for a job to be done properly and hire candidates with adequate qualifications and experiences (Al Mamun & Hasan, 2017).

This is especially true for positions that have increased workload and high stress, as an inexperienced teacher who does not know how to resist stress is likely to turnover (Aboobaker et al., 2019). However, the use of this strategy is limited due to the growing shortage of teachers.

Effective Leadership

Hiring and training effective leaders is crucial for retaining teachers. Leadership factors and administrative support were found to be the most significant predictors of employee turnover by Carver-Thomas and Darling-Hammond (2017). School authorities and HR managers need to be leaders rather than managers and push towards the potential of teachers while appreciating their performance (Al Mamun & Hasan, 2017).

Effective leadership leads to increased engagement, confidence, and commitment among employees (Al Mamun & Hasan, 2017). This strategy should be implemented in all schools, as there are little barriers preventing school authorities from using it.

Employee Development

Employees need to know about their career opportunities and what qualifications are needed to achieve the desired position. School authorities can promote increased on-the-job training to help their employees develop (Al Mamun & Hasan, 2017). This is especially relevant today, as many teachers have insufficient training due to the lack of financial support (Carver-Thomas & Darling-Hammond, 2017). An employee who received support from school authorities in terms of career advancement will feel gratitude to the organization, which will decrease the chances of turnover (Al Mamun & Hasan, 2017).

Compensation

Compensation is believed to be the central predictor of turnover in the majority of organizations (Al Mamun & Hasan, 2017). Compensation of public school teachers depends upon state policies; therefore, the problem is difficult to address on the local level (Carver-Thomas & Darling-Hammond, 2017). Therefore, the problem of low pay in public schools should be addressed on the state and federal levels. However, in private schools, increasing compensation may become a viable retention strategy.

Improving Workplace Culture

Employees need to be satisfied with culture, work environment, and organizational structure to be loyal to an organization (Al Mamun & Hasan, 2017). All the employees need to be led by a central idea guided by a unified philosophy (Al Mamun & Hasan, 2017). Therefore, establishing an organizational philosophy and rules is crucial to retain teachers.

Balancing Work and Family Life

Without a balanced life, employees are more likely to burnout due to their inability to manage increased stress. If a teacher does not have enough time to solve family issues, they will experience increased stress. Additional stress can lead to burnout, depression, anxiety, and anger (Chirico, 2017). Instead of treating psychological conditions, school authorities have a chance to prevent them from appearing. Thus, controlling the workload of teachers is vital to prevent the misbalance of family and professional life.

Teacher Training

Teacher training is another problem that should be addressed on federal or state levels. The problem of underqualified teachers was mentioned by numerous professional reports and scholarly research (Boe et al., 1998; Boe et al., 2008; Carver-Thomas & Darling-Hammond, 2017; Garcia &Weiss, 2019). The government needs to create programs helping students to pay for their education if they decide to choose the profession. The programs should also aim at popularizing the teaching profession to create non-financial incentives for students to choose teaching as a career.

Workplace Spirituality

Currently, the promotion of workplace spirituality is viewed as a retention strategy for teachers in both private and public schools. Since it is a relatively new idea, the research on the subject is scarce, and findings are inconclusive. However, current research demonstrates significant potential of the strategy to become a reliable method for addressing teacher turnover. Workplace spirituality can be considered a type of organizational culture that unites all the employees.

Mousa and Alas (2016) suggest that intentions to leave a job is often caused by high stress and burnout due to high expectations imposed by public schools. However, these intentions can be addressed by increasing workplace commitment, which can be done by promoting workplace spirituality (Mouse & Alas, 2016). The research confirmed that workplace spirituality decreased turnover and level of absenteeism in teachers in public schools (Mouse & Alas, 2016).

Aboobaker et al. (2019) claimed that the relationship between workplace spirituality and turnover was mediated by psychological well-being. In other words, workplace spirituality decreased stress and burnout while enhancing resilience. Such improvements promoted the emotional stability of teachers, making the desire to leave the current place of work less frequent (Aboobaker et al., 2019).

Chirico et al. (2020) conducted a pilot study that tested a prayer intervention as a strategy to decrease burnout among teachers. The results were promising as an experiment revealed a significant change in symptoms of burnout in comparison with the control group (Chirico et al., 2020). In brief, the current body of knowledge demonstrates the high potential of workplace spirituality and religious interventions as a strategy of decreasing turnover.

In his doctoral dissertation, Achuff (2018) aimed at identifying factors that contribute to retention among teachers. The phenomenological study revealed that motivating factors that promoted retention were spiritual impact, calling, love of teaching, student interaction, and school support (Achuff, 2018). The teachers mentioned that workplace spirituality helped them understand that teaching was their calling (Achuff, 2018).

Teachers also found joy in sharing their religious worldview with students was rewarding and joyful (Achuff, 2018). These findings were confirmed by another phenomenological study conducted by Göçen and Özan (2017). The study revealed that teachers view religiousness and spirituality crucial for self-identity, organizational identity, and growth. In summary, teachers in different schools view workplace spirituality positively; therefore, no resistance is likely to be met by organizations.

Biblical Integration

The suggestion that religiousness and spirituality should be a part of teaching is supported by the Scriptures. The Bible says that one should Fix these words of mine in your hearts and minds; tie them as symbols on your hands and bind them on your foreheads. Teach them to your children, talking about them when you sit at home and when you walk along the road, when you lie down and when you get up (Deuteronomy 11:18-19, New International Version).

This implies that teaching is flawed if it is not based on the Word of God. All teachers need to understand that all the skills and knowledge they use to educate children are a gift from God (Horton, 2017). Thus, teachers are to be selfless and see their profession as their calling and a way to serve the Almighty (Horton, 2017). In other words, teachers need to integrate academic knowledge and Christian values to be successful in their job and fulfill their purpose. Teachers should interpret every aspect of their lives within the framework of Gods Word.

Christian principles cannot be promoted in an environment where spirituality and religiousness are not welcome. Therefore, the Christian worldview naturally supports workplace spirituality, as it is considered an integral part of teaching. Without Gods Word, academic knowledge is purposeless, as it does not help students and the teacher to enter the kingdom of Heaven.

In Matthew 5:19, it is said that anyone who sets aside one of the least of these commands and teaches others accordingly will be called least in the kingdom of heaven, but whoever practices and teaches these commands will be called great in the kingdom of heaven (New International Version). This implies that the sacred duty of every teacher is to share the knowledge about the Almighty with children. In his research, Achuff (2018) confirms that many teachers in schools where spirituality is promoted did want to leave their jobs because they could openly share joy, love, peace, and temperance Scriptures gave them with students.

Conclusion

Teacher turnover in the US is higher than in high-achieving school systems. The problem may lead to a significant shortage of teachers, which is associated with decreased academic achievements of students, a growing workload on teachers, and increased economic burden. Common factors affecting teacher turnover include demographic, personal, and organizational characteristics. Age, sex, marital status, and the number of children are significant demographic predictors of teacher turnover.

Psychological and emotional well-being, physical health, job satisfaction are common personal characteristics that affect turnover intentions. Compensation, career opportunities, recognition, work conditions, peer and supervisor support, job satisfaction, and organizational commitment also have a significant effect on retention.

Current strategies focus on addressing these factors and include recruiting suitable employees, promoting healthy organizational culture, improving teacher training opportunities, employee development, balancing family and professional life, increasing compensation, effective leadership. Promotion of workplace culture is also seen as a promising strategy for addressing employee turnover, as it increases organizational commitment and improves psychological well-being.

References

Aboobaker, N., Edward, M., & Zakkariya, K. A. (2019). Workplace spirituality, employee well-being and intention to stay. International Journal of Educational Management, 33(1), 28-44.

Achuff, R.A. (2018). A phenomenological study on motivational factors toward the longevity of Christian school teachers [Doctoral dissertation]. Liberty University.

Al Mamun, C. A., & Hasan, M. N. (2017). Factors affecting employee turnover and sound retention strategies in business organization: a conceptual view. Problems and Perspectives in Management, 15(1), 63-71.

Boe, E. E., Bobbitt, S. A., Cook, L. H., Barkanic, G., & Maislin, G. (1998). Teacher turnover in eight cognate areas: National trends and predictors. ERIC.

Boe, E. E., Cook, L. H., & Sunderland, R. J. (2008). Teacher turnover: Examining exit attrition, teaching area transfer, and school migration. Exceptional Children, 75(1), 7-31.

Carver-Thomas, D. & Darling-Hammond, L. (2017). Teacher turnover: Why it matters and what we can do about it. Learning Policy Institute.

Chirico, F. (2017). Religious belief and mental health in lay and consecrated Italian teachers. Journal of Religion and Health, 56(3), 839-851.

Chirico, F., Sharma, M., Zaffina, S., & Magnavita, N. (2020). Spirituality and prayer on teacher stress and burnout in an Italian cohort: A pilot, before-after controlled study. Frontiers in Psychology, 10. Web.

Garcia, M., & Weiss, E. (2019). U.S. schools struggle to hire and retain teachers: The second report in The Perfect Storm in the Teacher Labor Market series.<

Introduction

Financial support for science, technology, and innovation is becoming increasingly relevant and changing its meaning. There are also the latest, complex funding mechanisms that are designed to influence the conduct of scientific research. When discussing the applied nature of some scientific research, it frequently refers to business involvement in the financing of science. There are still a small number of companies investing in science, creating units responsible for research and development, and placing orders for scientific investigation. Science and business have long been interconnected institutions. Therefore, scientists work on disruptive technologies and new advances, and business often sponsors this forward movement and organizes scientific prizes and acceleration centers.

This is not a temporary advantage, which is provided, for instance, by marketing campaigns, but a large-scale strategy for the long term. At the same time, major technology companies today know how to resolve simple problems on their own. The business contacts scientists when it cannot or does not consider it profitable to address the issue within its own structure. This class of challenges can be described as rocket science: such work requires large steep teams, training, new laboratories, and investment in equipment. In these cases, it is more profitable for businesses to invest in science. Research offers the company a competitive advantage, which means that the business turns to it exclusively to solve practical problems. Thus, the question point is that private funding can shape the way academic research is conducted and is one of the reasons for the commodification of science. Executives at large companies are interested in conducting academic studies before introducing a new outcome to customers. Accordingly, it is essential to establish how private funding affects the commodification of science and consider this with the example of the sugar industry.

The Literature Review

Academics argue that the advancement of science is due to the close interaction between sponsors and researchers. They trace the stages of such collaboration and prove that the Internet and digital communication positively influence the exchange of a lot of data necessary for scientific research. At the same time, the authors focus on the strategies and values pursued by private and public funders. They conclude that public financing of science contributes to its development and progress, while private sponsorship is aimed more at benefiting companies.1 The scholar observed that critics often view science as commercial and a commodity to be traded. He argues that this is due to private investment in science, which is needed to promote the economy.

Although this frequently affects the perception of science as fraudulent and not valid for scientific research, the confidence of ordinary people in it declines accordingly. At the same time, the author views the commodification of science as an economic endowment that is a natural aspect of the market economy. He maintains that the social use of science contributes to the evolution of society.2 According to Marcos Barbosa De Oliveiras article, which is part of a research project, the commodification of science is interpreted as the possible spread of the popularity of science and its advancement, that is, neoliberalism. It argues that, despite popular opinion, science is not a commodity but a social tool for the dissemination of a product.3. In order to use science profitably, reform is needed to diminish the harmful effects of commodification.

Manuela Fernández Pinto mentions that there are cases of scientific fraud and insufficient research due to legal restrictions concerning intellectual property. Thus, the funding of science by industry has a negative impact on peoples perception of its validity. The shortage of government funding facilitates additional financing from private investors; accordingly, the openness of science promotes its commercialization.4 Radder notes that the commodification of academic research is a complex phenomenon; in the narrow sense, commodification is identified with commercialization; in the broad sense, academic commodification is part of social evolution. The author maintains that this phenomenon must be considered holistically, and different factors need to be addressed.

Accordingly, he argues that all types of academic research should be evaluated based on economic criteria. At the same time, for the sufficiency of scientific research, it is required to involve a large number of specialists and representatives of different disciplines.5 The author observes that additional funding enhances the quality of the result obtained, which is a positive phenomenon. It is essential to include a study describing a Foundation Sugar Research Foundation review in the New England Journal of Medicine that rejected evidence linking sucrose intake to blood lipid levels.6 The authors examined the purpose of the funding, structure, and steps. Significantly, the negative health effects of sugar influenced the closure of the project. Therefore, this explains the dependence of scientific discoveries on funding.7 As a consequence, Policymaking committees should consider giving less weight to research funded by the food industry.

Under the Nestle article, all studies, nevertheless of industry-sponsored by private investors, may show different results if their variables are the same. This is because certain sponsors can influence the research process, most often by affecting the interpretation of the data. However, investors usually sign documents where they note that they do not take any role in the research other than funding8. The author examines cases of research investment and observes that there are cases of misuse of the financing for research projects in the food industry.

Researchers note that there is no systematic study that has consistently described the impact of sponsoring on research in the nutritional industry. They found that funding for nutrition-related research articles can skew conclusions in favor of sponsors products, which can have significant public health implications. Although the authors note that the grant also supported their research, it did not affect the collection and interpretation of the results. Accordingly, the researchers allow for the possibility of falsification of the study results. 9 Still, they do not specify that there is any way to reduce the risks of sponsors power on the publication of the articles.

Krimsky states that the public is concerned about conflicts of interest caused by sponsorship in biomedical science and medical practice. Therefore, there are ethical problems and loss of credibility of research, but there are ways to solve them. This includes, for example, attracting multiple sources of funding or expanding the transparency of studies.10 Thus, these actions aim to restore trust in scientific research and the commodification of science.

The Commodification of Science

There are two definitions commonly used to explain science commodification. If only the narrow meaning is considered, commodification is closely related to commercialization, which manifests itself in the desire of researchers and organizations engaged in science to make a profit. Such returns can be made through commissioning research to be performed by the organizations staff or by selling expertise already held by the scientist or institution.11 This explanation of the phenomenon is relevant because it covers the commercial aspect of commodification and highlights the significant role of scientific organizations or individual researchers in the process.

It is important to note that the commodification of science is also viewed in a broader sense. That is, it is understood as comprehensive and long-term social development. Like the previous definition, it also uses an economic tool, but it is intended to affect people and society. Thus, it becomes clear that academic commodification means that types of scientific activity and its results are predominantly interpreted and evaluated based on economic criteria.12At the same time, it should be emphasized that commodification does not consist only of economic parts but implies their leading role.

It should be stressed that the term academic commodification also requires clarification from the academic communitys perspective. Academics means understanding those universities that public tax funds fully or primarily fund. Although, this explanation does not provide a detailed answer and is too narrow. Nowadays, one needs to supplement public funding with basic research and scholarship provided by private investors and donors. Interestingly, the shift in priorities of considering science not as research but as a commodity is explained broadly. For example, researchers often understand it as corruption, conflicts of interest, or even fraud. 13At the same time, commodification is closely related to the free market and commercialization, which involves technology transfer, patenting, and other characteristics. Therefore, this affects the complexity of scientific commodification and its ambiguous explanation.

It is important to remember that the development of science in general and its commodification are influenced by technological progress. It facilitates the exchange of information and has come to stifle scientific research. Moreover, the Internet and the rapid exchange of big data enable the search for private sponsors for study. Thus, most current projects are funded by large corporations, which is why the problem of negative commodification of science arises. Moreover, it should be noted that scientists emphasize conducting research through the provision of public funds.14 This is because it is precisely this commodification of science that is justified and designed to mark answers to questions significant to the industry.15 At the same time, as a provider of tools, as opposed to scientists, it is motivated by the instrumental value of science, not by the donors economic interests.

Therefore, it needs to be remarked that commodity production, which expends human labor to produce objects or services for sale, certainly existed even before capitalism. However, under capitalism, the marketable form of economic activity became increasingly pervasive in all aspects of human life. Consequently, the commodification of science is not a unique transformation but an integral part of capitalist development. Commodification also means a huge step in the development of abstract thinking. The commodification becomes more profound when investors can invest their money in those companies that promise the most significant benefits.16 Hence, company executives turn to scientific research to foresee profitability or other factors that may affect the business.

Thus, investors finance the research they need to justify their products or services profitability, safety, or validity. Accordingly, public and private funding of research projects contributes to the commodification of science. Scientists have become scientific personnel; as such, they are interchangeable, subject to the costs of production and managerial control. The division of labor in science and the creation of specialties and titles are progressively rationalized. 17 The creative side of scientific work is growing the privilege of a small fraction of employed scientists while the others are increasingly proletarianized.

Private Funding

The expansion of globalization extends the role of science in the development of the economy and international competition. Without the direct influence of science, it is not only impossible to advance but also to manage the modern economy. Science has been a critical factor in the evolution of the economy for more than two hundred years. However, science, similarly to other sectors of the economy, cannot progress without funding. The financing of science or academic research is a problem that is extremely difficult for every country. The main challenge is the question of who should finance academic studies. Everyone is interested in the development of science, including the state, business structures, the population, individuals, and civil society. Nonetheless, among these above, there are only two primary ones, that is, the state and business structures that have the finances to invest in scientific research. Therefore, funding is the allocation of funds or resources to achieve the intended objectives. 18Accordingly, private finance of science indicates that individuals or companies financially support and sponsor certain types of investigations that are within their field of interest.

It is significant to emphasize that a large amount of scientific research has recently been conducted in the private sector. This has certain advantages; for example, a large number of funds for studies can be obtained in a relatively short time. Resources directed to scientific research are of an investment nature; therefore, it is impossible to secure large volumes of resources and use these funds efficiently without the extensive involvement of the private sector. Consequently, this leads to intensive work by scientists and contributes to the plausibility of a new scientific discovery. Indeed, private financing enables researchers to provide the latest work and materials instruments. Nevertheless, negative factors increasingly arise with private funding of scientific projects.19 For example, there is an assumption that privately sponsored research negatively affects scientists. Academics who are highly paid may fabricate the result of scientific research to fit the sponsors desires. Hence, it is a falsified outcome without scientific value or quality. At the same time, publishing such a study will contribute to deceiving ordinary people who will buy the product because of the positive test results.

Thus, the commercialization of science is considered a significant threat to scientific rationality because it probably threatens the normative standards of the scientific enterprise. Recently, the attention of public advocates has been focused on private funding because a growing number of scandals have been reported. For example, there was hidden harm from smoking in the Vioxx case, and a private company funded the study. Therefore, private financing encourages funders to want the outcomes, not the truthful ones. It is significant to mention that when research is privately funded, there may be a financial conflict of interest.

Consequently, design bias and unreliability of publications on the research topic are identified. Moreover, recent meta-analyses suggest that industry bias can affect the outcomes of investigations, even when standardized statistical instruments assess the quality of the research. 20Although these data focus on medical research, conflicts of interest have also been recognized as deeply problematic for scientific research in general.

Another aspect to consider when funding research is intellectual property rights. For example, the precise regulation and protection of patent law can be an obstacle to conducting a research project. This is because intellectual property rights provide private companies with control of the research they sponsor. As a consequence, such influence leads to the concealment of socially significant research results and the restriction of scientific exploration initiatives.21 Hence, it can be noted that research sponsored by private investors raises many questions about its quality and validity.

Furthermore, the concealment of authentic results can cause damage to people and the environment, as has been the case in the tobacco industry. These concerns become even more prominent considering that most research today is funded and performed in the private sector. It is essential to mention that recent figures show that 72% of R&D in the U.S. is done in the business sector, and the business sector funds 67%. 22 The primary source of research funding in developed countries is private businesses. Accordingly, private investment is the principal in the science industry and has positive and negative effects on it. Private financing of scientific research responds positively to the liberalization of the economy and provides researchers with many tools and opportunities for study. At the same time, it generates many debates about the outputs accuracy and validity.

The Sugar Industry

It is significant to mention that funding for scientific nutrition research is as popular as the tobacco and pharmaceutical industries. Scientific projects frequently have implications for consumer perceptions of products. It should be noted that scientific research on the same issue can reach different conclusions. However, considerable evidence suggests that these fields have deliberately influenced the design, results, and interpretation of the research they have paid into the pharmaceutical industries.23 Nevertheless, there is no significant evidence about the influence of investors on sugar industry research.

Moreover, sponsorship documents indicate that investors do not influence scientific studies. However, there is proof of such impact on academic research. For example, in the 1950s and 1960s, the Sugar Trade Association not only sponsored but also initiated and impacted research to exclude sugar as a significant risk factor for coronary heart disease. 24 These cases concerned the fact that findings demonstrated the effect of sugar on the risk of developing heart disease.

There is evidence that the association changed the study design and suggested consideration of dietary fats and cholesterol. The redesign of the study was supported by additional payment to scientists, more than $48,000 to three nutrition professors at Harvard. Accordingly, a review was published that refuted the connection between heart disease and the effect of sugar on it. Thus, proof exists that the sugar industry is funding research that should produce the desired outcomes. From this example, it is clear that the scientists article was about more saturated fats than sugar. It is worth noting that there is no definitive evidence of whether the additional funding affected their results, which is bribery, or whether they chose to reward the sponsors themselves.25 Independent of the scientists motives, their conclusions have negative implications for science.

It should be mentioned that the use of science is designed to influence consumers, not to provide genuine scientific testimony. Accordingly, private funding of research in the sugar industry is intended in large part to manipulate clients. Further demonstration of this is the case of Coca-Cola, the letters made public explaining the private relationships of sponsors and researchers. They were focused on conducting studies that concluded that the drinks effect on obesity was minimal. 26Therefore, private financing impacted the outcome of the study in order to reduce the adverse effects of sugar on human health.

The commodification of science is entrenched in modern academia, especially in the sugar industry. It is worth mentioning that the Associated Press has been informed that the candy trade association has funded and influenced studies that show that children who eat candy have a higher body weight than those who do not. Other scientific studies, on the contrary, find negative associations between obesity and eating foods containing sugar. Consequently, it can be deduced that the sugar industrys private funding of scientific research impacts the commodification of science. The results of such a study have consequences for public health, primarily if the outcomes of scientific projects are based only on the needs of the sponsors. 27 The society of science explains why the food industry actively funds scientific projects and engages scholars to promote their products.

The commodification of science caused by private funding does not always have a negative outcome. For instance, Project 259 connects sucrose intake with cancer and is funded by private donors. Scientists have found that beta-glucuronidase has an effect on the development of bladder cancer. Therefore, the published study demonstrates that the consumption of sugar and sucrose has an impact on metabolic effects.28 Consequently, the public has received truthful and valid information on an under-researched problem. This case illustrates that private investment in science can instigate its development. Thus, these examples relate to the commodification of science, but this is not the central concern. Private funding of science can promote it and conceal genuine data in the sugar industry. In order to minimize the harmful effects of the commodification of science, it is imperative to increase control over the transparency of research.

The Impact of Private Funding and Implications for Science

It is important to note that the cases discussed above indicate that private funding is often attracted to research in the sugar industry. Investors fund investigations on the effects of sugary drinks and other products on the human body. On the one hand, the attraction of private financing has a positive effect on the development of science, but on the other hand, there can be negative consequences. For example, substantial funds allow research on urgent problems to be conducted quickly and solutions to them to be identified. At the same time, private science funding stimulates new inventions in various fields, especially pharmaceuticals. It should be noted that the concept of conflict of interest covers certain threats. In the cases cited, one can observe how private finance has adversely affected the quality of research. Independent of whether the sponsors offer specific guidance on study design, sampling, or results, there is a risk of falsification of the outcome. 29 That is because scientists often endeavor to reach the conclusions that their sponsors demand, even if they have not been instructed to do it.

This is because private research grants are directed at issues that are significant to the company. Accordingly, scientists who receive research grants do not want to reach and demonstrate results that might negatively affect the source of their funding. However, it is also possible for sponsors to control the stages of research. For instance, they change the research questions, conditions, and design to obtain scientific proof of the human health benefits of their products. Thus, they can delay the publication of data that negatively affects the companys image. Consequently, falsification or concealment of results occurs; due to the fact that the sugar industry attempts to explain the effects of sugar on human health, hiding accurate results can have a negative influence on humans. 30 Therefore, the interpretation of scientific studies concerning the source of funding further leads to a decrease in the credibility of science

Once the studies demonstrate the impact of private funding on science has been conducted, the question of ethical implications arises. In order to restore trust in science, it is necessary to ensure that the research is transparent and that the sponsors are published publicly. This will permit the target audience to evaluate the results of the research and decide on its authenticity. At the same time, for science to be objective even when commoditized, evidence of the validity and reliability of project results must be provided. Hence, even with private funding, science will not become a collection of falsified studies. 31 Otherwise, the influence of conflicts of interest will have an adverse effect not only on the credibility of science but also on its value.

Conclusion

Scientific research requires support for conducting scientific research revealing results. In this case, there is already a private interest, which is manifested in the involvement of not only public but also non-public funds in the process of funding applied research. Hence, questions arise about the commodification of science and its impact on science. This is because private sponsors fund only those projects that relate to their sphere of interest. For example, the sugar industry supports research on the effects of sugar on the human body. Accordingly, there are cases where sponsors affect the validity and truthfulness of the results. However, private funding has a positive effect on the development of science if non-interference rules for researchers are followed. In this way, it is imperative to create rules that are enforced by private investors and researchers.

Thus, future research must consider research transparency and sponsors involvement. At the same time, an essential recommendation for future projects is to develop workable rules that government agencies will monitor. This will minimize the negative impact of the commodification of science. Another recommendation is a study of the credibility of science following the disclosure of data on the falsification of research results. This will make it possible to determine the level of trust in science and search for ways to enhance credibility. It is also essential to examine the conditions of scientific research that raise doubts about the authenticity of the outcome. This will highlight the key points that need to be addressed. In this way, future research can address the problems posed by the commodification of science.

Bibliography

De Oliveira, Marcos Barbosa. On the Commodification of Science: The Programmatic Dimension. Science & Education 22, no. 10 (2013): 2463-2483.

Fernández Pinto, Manuela. Open Science for Private Interests? How the Logic of Open Science Contributes to The Commercialization of Research. Frontiers in Research Metrics and Analytics 5, (2020): 1-10.

Kearns, Cristin, Dorie Apollonio, and Stanton Glantz. Sugar Industry Sponsorship of Germ-Free Rodent Studies Linking Sucrose to Hyperlipidemia and Cancer: Fn Historical Fnalysis of Internal Documents. PLoS Biology 15, no. 11 (2017): e2003460.

Kearns, Cristin, Laura Schmidt, and Stanton Glantz. Sugar Industry and Coronary Heart Disease Research: A Historical Analysis of Internal Industry Documents. JAMA Internal Medicine 176, no.11 (2016): 1680-1685.

Krimsky, Sheldon. Combating The Funding Effect in Science: Whats Beyond Transparency. Stan. L. & Poly Rev 21: (2010): 101-123.

Lesser, Lenard, Cara Ebbeling, Merrill Goozner, David Wypij and David Ludwig. Relationship Between Funding Source and Conclusion Among Nutrition-Related Scientific Articles. PLoS Medicine 4, no. 1 (2007): e5.

Nestle, Marion. Food Industry Funding of Nutrition Research: The Relevance of History for Current Debates. JAMA Internal Medicine 176, no.11 (2016): 1685-1686.

Nordmann, Alfred, Hans Radder, and Gregor Schiemann. Science Transformed?: Debating Claims of An Epochal Break. Pennsylvania: University of Pittsburgh Press, 2011

Radder, Hans. The Commodification of Academic Research: Science and The Modern University. Pittsburgh: University of Pittsburgh Press, 2010.

Vermeir, Koen. Scientific Research: Commodities or Commons?. Science & Education 22, no. 10 (2013): 2485-2510.

Footnotes

  • 1 Alfred Nordmann, Hans Radder and Gregor Schiemann, Science Transformed?: Debating Claims of An Epochal Break (Pennsylvania: University of Pittsburgh Press, 2011), 2.
  • 2 Koen Vermeir, Scientific Research: Commodities or Commons?, Science & Education 22, no. 10 (2013): 2485.
  • 3 Marcos Barbosa De Oliveira, On the Commodification of Science: The Programmatic Dimension, Science & Education 22, no. 10 (2013): 2463.
  • 4 Manuela Fernández Pinto, Open Science for Private Interests? How the Logic of Open Science Contributes to The Commercialization of Research, Frontiers in Research Metrics and Analytics 5, (2020): 7.
  • 5 Hans Radder, The Commodification of Academic Research: Science and The Modern University (Pittsburgh: University of Pittsburgh Press, 2010), 2.
  • 6 Cristin Kearns, Dorie Apollonio, and Stanton Glantz, Sugar Industry Sponsorship of Germ-Free Rodent Studies Linking Sucrose to Hyperlipidemia and Cancer: Fn Historical Fnalysis of Internal Documents, PLoS Biology 15, no. 11 (2017): e2003460.
  • 7 Cristin Kearns, Laura Schmidt, and Stanton Glantz, Sugar Industry and Coronary Heart Disease Research: A Historical Analysis of Internal Industry Documents, JAMA internal medicine 176, no.11 (2016): 1680.
  • 8 Marion Nestle, Food Industry Funding of Nutrition Research: The Relevance of History for Current Debates, JAMA internal medicine 176, no.11 (2016): 1685.
  • 9 Lenard Lesser, Cara Ebbeling, Merrill Goozner, David Wypij and David Ludwig, Relationship Between Funding Source and Conclusion Among Nutrition-Related Scientific Articles, PLoS Medicine 4, no. 1 (2007): e5.
  • 10 Sheldon Krimsky, Combating The Funding Effect in Science: Whats Beyond Transparency, Stan. L. & Poly Rev 2

Abstract

The field of special education continues to attract research due to the nature of diversities that are involved in the discharge of activities in special education. The aim of this paper is to investigate the factors that press for changes in the field of special education. The paper explores the critical developments in special education, which denote the press for reforming the field.

The findings in the paper point at two critical aspects of development in special education; the need to reform special education by encouraging the development of general learning for children with disabilities and the volatile debate about the modalities of attaining full inclusion for children with disability, considering the high level of support for inclusive learning for such students.

Therefore, the future of special education lies in the manner in which the education sector will be restructured to incorporate most of the critical models of learning that eliminate the exclusion for children with disabilities. This is facilitated by the development of policies and laws that guide the identification of the needs of children with special needs and the restructuring of general education so as to support learning competencies for disabled children.

Introduction

A substantial number of people group the organization of education into two streams, one is based on a number of psychological and the other is based on social models of learning. These are normal students and students with special needs. The central question here is whether special education promotes aspects of cohesion for students with disabilities, considering the fact that it encourages the separation of students according to their learning needs. However, the argument about the separation of students with special needs from normal students impedes learning for students with disabilities.

Can special education be abolished based on the calls for the establishment of inclusive classrooms for students with disabilities? At what level can general curriculums be developed in inclusive learning? These are other critical questions when it comes to the debate about restructuring the field of special education in contemporary society. The calls for embracing inclusion in the learning environment in favor of students with disabilities is desirable, owing to theories and models of learning that show the potential for improved learning capability for both the students with special needs and for the students with disabilities.

However, it is imperative to note that a lot of restructuring is required if the inclusion of students with disabilities in the learning environment is to be attained. This paper explores the forces that drive the need for change in special education. The paper is divided into three main parts. The first part of the paper presents an analytical review of the critical area in special education that requires policy change. The second section of the paper explores the aspects of teacher competencies and how they are enshrined in the dynamics of special education. The last part of the paper explores the modalities of embracing inclusion for students with special needs.Activation of current policies and

Establishing new effective laws

Eligibility and Determination for Special Education Services

Cushing, Clark, Carter, and Kennedy (2005) bring in another issue in the special education policy arena, which is the enhancement of legislation on inclusion. It is easy to derive policy goals and objectives in special education development from the general legislation on discrimination. Merging the legislations on the social aspect of life at the state and country-level is a first step in the development of policies and educational legislation that support the inclusion of students with disabilities; not merely as a process of eliminating discrimination in education, but also by enhancing learning competencies for children with disabilities.

Contemporary legislative reforms are adapted to enhance the provision of education services to the children with special needs through the provision of an environment that supports their accommodation in general learning environments. Future developments in special education legislation show that policies in special education have close links with the general social policies, thus there should be a rationalization of legal aspects from both the educational and social angles to attain a high degree of inclusion (Cushing, Clark, Carter and Kennedy, 2005).

According to Moores-Abdool (2010, 166), very little information is picked by the audience when it comes to what is being done for children with autism in special education. Similar sentiments are replicated in other categories of children with special needs, now that most of the initiatives are centered on learning within the confines of special education.

Questions are raised about the ability of accommodating children with special needs in general classrooms, where they get attention from the regular teachers and regular students. Putting children with disabilities in general classrooms is one of the most desirable ways through which the needs of these students can be understood clearly by the education specialists, thereby giving them a chance to tailor policies that meet the learning needs of the students with special needs. (Loiacono & Valenti, 2010, 25-30).

Early Identification and Intervention

Owing to the continued press for the consideration and embracing of equality and equal rights for people with disabilities in the society, governments keep providing reforms through laws and policies that are adjusted to promote equal rights for children with disabilities. The most resounding thing is the development of a policy framework in the social environment that requires parents to bring out children who either directly or indirectly portray signs of disability (Proctor & Niemeyer, 2001, 55-60). This is regarded as a desirable step when it comes to the grouping of these children and the identification of the best modalities of learning and delivery for all children with special needs (IDEA Partnership. (2007, 5-10).

Special Education Services

A review of the progress in special education shows that more emphasis is devoted to the delivery of services to children with special needs. According to DEA Partnership (2007, 4-6), the education databases in countries across the world have inadequate information concerning the benefits and dangers of special education and regular education when compared to inclusive learning. Therefore, most of the factors of inclusive learning for students with special needs are based on a few evidence-based practice cases available in the already established inclusive classrooms.

The detection of the services that are required to enhance learning for children with disabilities is determined by a deep look into the current systems of special education. With this kind of a situation, it is imperative to observe that there is a likelihood of over-representing the needs of the students with disabilities and then overlooking the needs of regular students.

Transition Services and Related Supports

According to DEA Partnership (2007, 4-6), the transformation in special education is a policy issue that requires policy considerations to enhance incremental progress for the regular students and the students with special needs. One of the main considerations that receive a lot of attention from researchers is the need to transform special education through the introductory systems that ensure that children with special needs interact with normal students.

Thus, it can be argued that the attainment of effective learning for children with special needs requires the preparation of special teachers and the offering of adequate support in terms of technical and material support for learning. According to Forlin, Keen and Barrett (2008, 251-252) and Proctor and Niemeyer (200, 56), the problem of exclusion in special education is more serious for mainstream teachers, whose attitudes also inhibit the attainment of learning and communication abilities of children with special needs.

Teacher Preparation Program on Special Education

Preparation Programs for Future Special and General Education Teachers

The dilemma in education today concerns the ability of fostering an environment that supports the collaboration in leaning when it comes to the general schools and the special schools. This sentiment comes from one of the most critical factors in the field of special education, which is, the recommendation that points at the need for developing programs of inclusion in special education.

Thus, most of the programs in education in the United States and other countries across the world depict the invention of programs that focus on preparing teachers for attending to the needs of normal students and students with special needs. This is a pointer at the development of schooling environments that support both the students with special needs and the regular students (Johnson & Merrill, 2000, 3-5).

Preparation Programs for Current Special and General Education Teachers

Forlina and Chambers (2011, 17) observe that one of the challenges in the advancement of special education is to prepare teachers to deal with students with special needs. The question here is whether the teachers in the normal learning environment can be deployed in the collective learning environment. Preparing teachers for inclusion is a comprehensive activity that requires an understanding of the nature of disabilities that are inherent in a given learning environment. While it is difficult to incorporate teachers from the general learning environment in an inclusive learning environment, it is easy for teachers in the inclusive learning environment to fit in the collective learning environment (van Laarhoven et al., 2007, 440).

The shortage of teachers is one of the main problems that are inherent in special education. According to Brownell, Ross, Colón, and McCallum (2005, 242-245), the competency of teachers is one of the prerequisites for the attainment of success in special education. Looking at this development from the policy perspective, the authors argue that the policies that appertain to special teacher education have to be developed in a manner that is consistent with the progress in health in society.

This denotes the emergence of some complex forms of disability that require certain competencies on the side of the teachers. The complex nature of special education depicts a lot of challenges appertaining to the development of highly skilled teachers. This leaves the critical question of the ability to develop teacher competencies highly important. (Brownell, Ross, Colón & McCallum (2005, 249).

Preparation Programs for Current Education and Schooling Professionals

Riveros (2012, 603-605) ascertain the worth of professional models of learning that embrace the collaborative model in teacher practice. Again, this denotes the need in the education sector, where exclusion is not desirable, especially when it comes to the development of effective policies for the support of education. Based on the model of professional learning communities, Riveros (2012, 605) argues that teachers in special education can become effective if they engage in a learning cycle that promotes deep learning.

The definition of achievement under such a learning environment is measured in terms of the achievement that is made by the students. Learning outcomes are enhanced when students participate more in learning, instead of being passive participants in the process. Rethinking the development of professionalism among teachers requires the consideration of students, where they are put in the center of learning. Besides the teachers, the students and other people that support learning have also been considered as far as the development of competencies and skills that support learning for special children is concerned (Riveros, 2012, 605).

Enhancement Inclusion of Students with Disabilities into General Classrooms

Implementation of Individual Educational Plans

Idol, (2006, 77), observe that the concept of inclusionary schools has gained support from the research that indicates the probability of improving the learning abilities through the inclusion. According to Cross, Traub, Hutter-Pishgahi and Shelton (2004, 170), inclusion as a process of learning for children with special needs can be seen as a practice that enhances therapeutic processes in the learning cycle of the students with disabilities. Together with adaptations, therapeutic processes are important in promoting competencies for children with disabilities. The ability of the disabled children to develop skills that would help in the general classrooms is enhanced by improved collaboration in learning environments (Johnson & Merrill, 2000, 3).

Moore, Gilbreath, and Maiuri (1998, 8), illustrated in their article that the therapy through the inclusion of children with disabilities enhances the socialization opportunities for the students with disabilities.

According to Idol (2006, 77), an evaluation of the special education denotes mounting support for the deployment of the students with special needs in general classrooms, pointing that the only area of difficulty is the ability to develop competencies among the teachers to effectively instruct students in collective classrooms. However, there is a lot of optimism about inclusive learning, especially about the raising of the communication competencies of the students with special needs through peer-tutoring models that are 54applied in inclusive classes.

According to Spooner, Dymond, Smith and Kennedy (2006), the enhancement of inclusive education through the merging of the special classes with normal classes requires the development of curricula that match the merging of the students. The improvement of instructional methods that are used in teaching to foster learning abilities goes hand in hand with changes in the curriculum (Wehmeyer & Agran, 2001, 327).

According to Dettmer, Thurston, and Dyck (2005, 38), the developments in the field of special education focus on three key issues. The first one is the merging of general and special education into a single system. The second point is the incorporation of students with special needs in mainstream classrooms. The third point concerns the efforts to strengthen the learning abilities of students with moderate and mild disabilities, as well as boosting the learning abilities of students who underachieve, yet they are not disabled. Students with learning difficulties often gain certain competencies from their peers when placed in inclusive classrooms.

Hart and Malian (2013, 4-7), ascertained that the teaching of students with disabilities goes far much behind the development of learning competencies, but it involves the development of several competencies like communication and behavior. When it comes to students with mental disorders, there is a need for the development of learning models that shape behavior and the communication competencies of the students, which enable them to gain the relevant learning skills.

Therefore, research denotes the need for the development and enforcement of policies that can support the establishment of collective classrooms that can accommodate students with special needs. Such policies have to be developed in such a way that they can encourage the development of technical competencies that are critical in encouraging collaboration in inclusive classrooms (Leonard & Leonard, 2001, 384). According to Wehmeyer (2003, 271), recent developments in special education show a shift in how people view students with mental disabilities. Mental disability is seen from the perspective of enhancing their interactional competencies.

Idol (2006, 77-93) conducted an evaluation of special education from the perspective of including students with special needs in general classrooms. The overall findings of the evaluation pointed to the support for incorporating the students with special needs in general classrooms, with only a few areas of training and development that required restructuring to support inclusive learning.

While there is massive support for inclusion, there are still differences between researchers in the field of special education on how to go about the preparation of the inclusive classrooms so that all the students in the classrooms can benefit from such a learning environment. As it is today, a lot of mechanisms of inclusion for students with disabilities are still at what can be described as the pioneering stages. It means that there are a lot of loopholes as far as the attainment of an efficient, inclusive learning environment for students with special needs and the normal students are concerned (Morrier, Hess & Heflin, 2011, 119-120).

It is worthwhile observing that the field of special education within the entire educational sector is one of the most complex fields of education, moreover when it comes to addressing the critical issue of learning and education development. The research conducted in the paper highlights a number of issues that need to be properly addressed to attain a unidirectional approach to improving learning and learning competencies in special education.

The first thing as far as the discussion of emerging issues in the field of education is concerned is the probability of embracing continued exclusion of children with special needs by virtue of placing them in separate learning environments. Based on the historical perspective of events in the field of special education, it is observed that special education was developed as a result of the increase in the number of children with special needs and the difficulties that were involved in the attempt to attend to the needs of such students in regular classrooms. Just as the name suggests, children with special needs required a special kind of skills and support tools to enhance their learning by boosting their learning abilities.

Now, it is important to observe that there are two broad categories of students with special needs, with the various subcategories listed under each of the two broad categories. The two broad categories are students with mental disabilities and students with physical disabilities. Before elaborating on the categorization, it is imperative to observe that the burden of accommodating children with special needs in regular learning environments was deemed an issue of paramount importance.

This can be elaborated on in two points. The first one concerns the difficulty of enhancing the pace of learning for children with special needs, meaning that they were often lost when placed in general classrooms. The second point is that the normal students had problems with accommodating the disabled children. In most cases, aspects of exclusion were inherent in the learning environment.

Implementation of General and Special Education Teachers Collaboration

According to Idol (2006, 77), inclusion means 100 percent incorporation of students with special needs in general classrooms. An observation that comes from the assertion is that general classrooms have to be developed in order to accommodate the students with special needs. At this point, it is imperative to observe that there are still a considerable number of challenges as far as the achievement of full inclusion is concerned. Most of the challenges revolve around the variations in the level and prevalence of special needs, as well as the competency and skill requirements for teachers who are supposed to enhance learning in the general classrooms (Hart & Malian, 2013, 4-10).

According to Dettmer, Thurston, and Dyck (2005, 37-39), students with disabilities learn better when placed in a collaborative learning environment. There are a lot of critical things that support learning for students with disabilities when they are placed in a collaborative environment, rather than placing them in separate classrooms. Taking it from the analogy of the traditional learning environment, instruction is only meaningful when it is advanced within groups. One of the important things as far as a collective learning environment is concerned is the development of certain patterns of relations that allow people to acquire skills and competencies from each other.

Parent Involvement

Resch et al. (2010, 139-140) ascertain the validity of engaging the parents in the enhancement of learning for students with disabilities. Parents occupy the center stage in the development of children, thus one of the elements of inclusion for children with disabilities is the involvement of parents in modeling learning for children with disabilities.

According to Worcester et al. (2008, 509-510), parents have a role of enhancing the acceptance of children with disabilities in the society through the development of a landscape that supports interaction between the normal and the disabled students. At this level, it is worth to adapt a quote from Will (1986), who asserted that An appropriate mechanism for assuring the parental involvement would be parent advisory boards to assist schools in determining ways to more effectively involve parents in their childrens education (414).

A high level of interaction between the normal and the disabled children denotes acceptance, forming a basis on which the peer models of learning can be established. The level of acceptance attained in the realms of disability acceptance in the society plays a vital role in the attendance of the goals of inclusion as most of these goals are modeled based on the social aspects of development and coexistence in the society. According to Smith (2006, 331-332), peer interactions combine with parental advocacies to increase the level at which inclusive learning is done in schools that embrace inclusion for children with special needs.

Analyzing the developments in special education based on the earlier findings, one can easily note that a substantial number of specialists in the education and social sectors support the idea of inclusion for children with disabilities. They often base their rationale on the various social and psychological theories and models of development. These models and theories often point to the critical aspects of learning and competency development for students with special needs when placed in a learning environment that includes normal students.

In addition, the rationale extends to the issue of the linkage of academics to other aspects of development in society, like social development. Here, the students are supposed to understand the society from the broader lenses of variations and the development of accommodating behaviors towards all people in society. Now, it makes sense to point out that the subject of inclusion in special education is broader than it is considered by people in society. This argument comes from the observation that the idea of inclusive learning is based on the improvement of learning competencies, as well as shaping the manner in which students socialize in society.

The support for inclusive learning finds roots in the development of different models of learning through research. These models are deemed supportive of learning and behavior development for both the normal students and students with special needs. However, questions are still raised by researchers concerning the development of inclusive classrooms that fully support learning and character development for the normal students and students with disabilities.

Implementation of Assistive Technology

Russel, Bebell, ODwyer, and OConnor (2003, 297) recommended the use of technology as a tool for improving learning when used in the educational environment. To what level new or modern computer technology can be deployed in a system of education that embraces inclusive learning? An assessment of the models of technology deployment in education denotes the prevalence of challenges in technology adoption. This applies to learn environments that are not inclusive. Thus, the development of learning competencies might become a difficult thing to attain when deployed in a learning environment that is collective.

As such, there is a need to tailor technology in an intense way to make it applicable in an inclusive learning environment, owing to the fact that learning in such an environment cannot be easily attained when the aspects of technology are not deployed appropriately. Wong, Li, Choi, and Lee (2008) observed that technology, when applied in education, can only be meaningful when it enhances the competency levels of the learners and the teachers. The other observation is that technology results in the attainment of educational goals when it is deployed based on the social models that support learning and learning competencies (Alquraini & Gut, 2012, 42-49).

Implementation Transition Related Services

Lee, Wehmeyer, Soukup and Palmer (2010, 213-220) found out that there is a resounding level of variability between the teachers and the students in special education and regular education, which calls for the merging of these variables for the sake of developing highly functional curricula. According to Agran, Alper and Wehmeyer (2002, 123-130), performance standards in the general curricula that are developed with the purpose of inclusive learning should be developed based on the level of disability. Again, this reiterates the complexity of inclusion for special education, where needs vary based on the category of disability and the severity of the disability (Hitchcock, Meyer, Rose & Jackson, 2002, 8-10).

The development of special education was accompanied by the need to embrace the training of special teachers who can effectively address the educational needs of the students with disabilities. According to Florida and Chambers (2011, 17-20), the competency required for the development of an inclusive learning environment is the facilitation of training that embraces peer learning. This is favorable for students, considering the fact that incorporating them in a collective learning environment promotes their learning abilities.

Scheuermann, Webber, Boutot, and Goodwin (2003, 197-206) observed that one of the main challenges in special education is the increase in the level of competency among the teachers who instruct students with disabilities. There are different forms of pieces of training that teachers undergo in special education. However, none of the models of training have proven to be fully effective in special or exclusive classrooms. An example that is given here is the training of teachers for students who have autism, as well as the students with Asperger Syndrome Disorders (Renzaglia, Karvonen, Drasgow & Stoxen, 2003, 140).

Implementation Accommodation and Modification on General Education Curriculum and Setting

One common thing about the students with disabilities is that their conditions make it quite daunting to acquire and develop learning competencies, thus the need for special support. The support is the virtue of using physical tools to enhance learning or the modeling of behavior through the deployment of social and psychological models. The application of these models of learning requires special training for the trainers of students with disabilities, thereby promoting the development of special education training.

However, the establishment of schools for children with special needs has kept resulting in questions of modeling the required social attributes that are supposed to be enhanced through education. Such questions have resulted in the calls for the development of models of learning that can enhance the establishment of general learning environments for both the students with disabilities and normal students.

It is common to come across the term inclusion when talking about special education in the contemporary education environment. Inclusion, as used in special education, refers to the establishment of a learning environment that accommodates the normal students and the students with special needs at the same time. This brings out two vital questions, which are:

  1. Why should inclusive learning environments be developed?
  2. How inclusive learning environments can be fully developed?

It is vital to introduce the two main objectives of inclusion for students with disabilities before analyzing these two questions. These goals include the increase of learning and behavioral competencies for the students with disabilities and the heightening of the real meaning of education by presenting learning from the perspective of responsibility on the side of the students. This enables students to develop accommodating behaviors in society.

According to Johnson and Merrill (2000, 11), the right curricula in inclusive learning can be attained when collaboration between the regular teachers and the special teachers is enhanced, where each side learns from the other. In other words, inclusive learning can be achieved through the development of a continuous process of curriculum development, where best attributes of learning are extracted from the regular classrooms and the special classrooms and the establishment of complete and efficient curricula for inclusive learning is achieved.

Whether the full incorporation of students with special needs in inclusive learning classrooms can be attained is an area of research that still poses a lot of questions for researchers. A critical look at the issues presented in the paper depicts the incremental efforts to establish learning environments that meet the needs and expectations of the normal students, and most importantly the students with special needs who are supposed to enhance their learning competencies from the normal students. However, research still points to the need for educational infrastructure to develop supportive learning models for inclusive learning.

The most resounding challenge when it comes to the establishment of inclusive learning environments is the ability of developing classrooms that cater to most, if not all the learning needs of the normal students and the students with special needs. This is a broad challenge for researchers, who still find that most of the models of learning that have been advanced, like peer-tutoring, support learning and behavioral competencies for the students with special needs, instead of supporting the learning competencies for the two categories of students in the general classrooms.

Conclusion and Recommendations

Conclusion

Several things can be outlined based on the points presented in the paper. First is the pressure to review special education because of the supposed weaknesses in promoting learning in special classrooms. Following this point is the increased calls for enhancing inclusion as one of the modalities of embracing non-discriminatory trends against the students with disabilities. The last point is that inclusion finds a lot of support; however, there are a lot of infrastructural issues in education that need to be dealt with to enable full inclusion to take place. These include the preparation of students for inclusion, as well as addressing the technical competencies on the side of the teachers and the general classrooms in which the children with disabilities have to be deployed.

Recommendations

A number of recommendations can be derived as critical pointers to areas and paths that need to be pursued in special education, based on the analysis made here on the issue of promoting inclusion for students with disabilities. The first thing when it comes to inclusive learning is the need to review special education, according to the technical needs of the students with disabilities. This observation finds support in the developments in special education, which denote the pre

Introduction

Peer victimization, also known as bullying, comprises commonly recurring, unsolicited, hostile behavior among school-aged children involving a real or perceived power imbalance. Bullying that takes place in educational settings is a relevant and critical global issue, and while it affects all children regardless of culture, ethnicity, gender, or race, some groups may experience various disparities and increased exposure to bullying. Parents, educational institutions, and government entities alike have recognized the harmful, long-term effects of bullying in all its forms. Although the scenarios and unique circumstances of affected students may vary, it is possible for institutions to take a number of general actions to prevent or deal with bullying.

Definition of Bullying

In the 1980s, prominent researchers on the topic of bullying in education developed a definition that scholars have since generally recognized. According to this definition, A student is being bullied or victimized when he or she is exposed, repeatedly and over time, to negative actions on the part of one or more other students (Olweus & Limber, 2010, p. 124). These negative actions can vary significantly, ranging from physical contact to verbal abuse or emotional exclusion.

However, the key characteristics of bullying are that the behavior is intentional, repeated, and negative towards the victims who are the target of the bullying and who are also commonly helpless to defend themselves. Aggressive actions and even harm are likely to be an ongoing occurrence in an interpersonal relationship that suffers from a lack of actual or perceived balance of power or strength (Olweus & Limber, 2010, p. 125).

These traits are essential to defining the elements of bullying in the social behavior of children. Consistent and repeated negative behavior leads to bullying interactions and patterns, which this paper seeks to address.

Todays educational institutions and entities actively recognize bullying as a behavior pattern that has severe implications but can also be prevented. The debate amongst educational scholars has focused on the impact of the school environment on bullying, including whether certain policies foster or buffer such behaviors amongst youth. Research has examined various factors ranging from budgets to class sizes and demographic distributions. Over the course of identifying the psychology and patterns behind bullying, scholars have studied broader constructs such as school policy, instructor attitudes, and peer interaction as indicators of potentially problematic behaviors (Swearer, Espelage, Vaillancourt & Hymel, 2010).

Cyberbullying

Developing technological capabilities and widening the availability of internet access have lent themselves to the rise of cyberbullying. The number of adolescents actively using internet-based services continues to rapidly increase; an estimated 66% of teens have access to the internet from the privacy of their bedrooms (Tokunaga, 2010). Cyberbullying is a general term that describes bullying behaviors, such as online harassment, that take place in the digital realm. This virtual form of bullying, which offers the possibility of anonymity, is unique in the protection it may potentially provide the bully. Furthermore, unlike the physical spheres of traditional bullying, cyberspace lacks the strict supervision of parents and teachers that may be present to some extent in real-world peer interactions.

Although popular media and tragic incidents have exposed the dangers and various issues related to adolescent interaction with the World Wide Web, the popularity of this technological communication medium continues to grow without adequate safety measures in place. Students face cyberstalking and public abuse that exerts negative psychological effects on their mental health (Tokunaga, 2010).

The discussion of cyberbullying is becoming ever more relevant as a significant portion of peer social interaction is transitioning online, hosted by various social media platforms. Schools lack online authority over children, highlighting the importance of anti-bullying strategies that will encourage positive behavior and establish social foundations in lieu of disciplinary punishment that cannot be enforced outside school hours.

Example of Bullying

Those affected by bullying are usually members of a group that is marginalized by some unique characteristic that makes them stand out. This will be analyzed more deeply later in the report, but it is vital to describe an example of the bullying process in a commonly affected group. As bullying is generating headlines with anecdotal evidence of extreme abuse and subsequent consequences, the negative impact on self-worth is growing, a reflection of humiliating experiences and students feeling unsafe.

One marginalized group, highly vulnerable to bullying, includes students with learning disabilities and autism, who have particular needs that peers, teachers, and communities should consider. Statistics indicate that 63% of victimized students are identified as having Autism Spectrum Disorder (ASD) and are bullied more often than students with other disabilities (Espelage & Swearer, 2008).

The nature of ASD creates social difficulties for students, hindering their understanding of the emotions, intentions, social cues, and nonliteral speech of their peers. Researchers are unclear as to whether ASD students perceive bullying as others do. Nevertheless, observation dictates that ASD students do experience higher rates of this negative behavior. Their difficulties in social interaction and communication may also hinder youth with ASD from reporting incidents.

In addition, issues affecting abstract thought and generalization can cause ASD students to inadequately relate the victimization experience to concrete examples. For this population, bullying can take unconventional forms including a less direct form than that typically established among developing adolescents (Zweers, Scholte & Didden, 2017).

However, ASD can also exert a positive role in a bullying situation. Male students with ASD are more likely than regular children to avoid bullying or interfere when witnessing such behavior towards others. This is likely due to the values instilled by special education that explicitly support prosocial behavior. However, assuming the role of defender or outsider may alternatively result from role distributions based on social difficulties. ASD students who adopt these roles may struggle with understanding how to act in bullying situations. Furthermore, ASD students requiring special education tend to be victimized more commonly than those in regular classrooms.

Emotional dysregulation and a lack of social understanding by ASD adolescents can act as a catalyst for misinterpreting the behavior cues of their normally developing counterparts (Zweers et al., 2017). This creates the paradox that ASD students are more likely to stand out and be subject to bullying if they are in special education, yet despite the heterogeneity of unique needs and difficulties that the students demonstrate, special education provides necessary vital support.

Effects of Victimisation

Bullying can have a range of consequences for both the victim and the bully. This negative interaction with peers leads to both short- and long-term effects. A large body of research has demonstrated that both the perpetrator and the victim suffer from adjustment difficulties affecting academic or professional success and the ability to form healthy social relationships as well as leading to psychological issues.

Findings showed that bullies exhibited aggressive behaviors, tendencies towards violence, hyperactivity, and externalization, many of which characteristics lead to delinquency in later years. Meanwhile, those experiencing victimization displayed instances of illness, truancy, school avoidance, fear, and anxiety as well as suicidal tendencies in the short term. In the long term, these students demonstrated low self-esteem, depression, and anxiety that affected academic performance and quality of life. Both groups showed suicidal ideation, worrisome for parents and educators (Swearer et al., 2010).

It should be noted that although evidence supports these findings, the nature of some of the connections between the act of bullying, victimization, and psychosocial consequences are unclear as to whether they are causative, correlated, or reflective aspects of bullying.

Psycho-Social Foundations of Bullying

Bullying occurs within complex frameworks of social relationships that are affected by individual, environmental, and comparative defining traits. Each can be influenced by economic, cultural, and political factors. Settings that demonstrate increased risks of school bullying often share similar characteristics. In terms of institutional parameters, findings have been inconsistent in determining how class and school size, sociodemographic distribution, and social inequality may correlate to bullying rates.

Moreover, various perspectives view these social characteristics in differing ways. For example, while income inequality was shown to result in instances of bullying in one study, poverty levels represented by average familial income was not found to be directly associated with peer victimization (Azeredo, Rinaldi, de Moraes, Levy & Menezes, 2015). Therefore, it can be argued that the socioeconomic foundations for bullying are based not on the possession of certain characteristics but rather on a significant difference between population groups present within an institutional setting.

Morality and human understanding of social relationships are based on social, cultural, and collective perceptions constructed as a result of individual interpretation and interactions with peers. Shared social expectations inherently guide behavior and actions.

Childhood sociology maintains that children construct and actively participate in unique peer cultures that appropriate information and social norms from adults and reconstruct them within the context of their own reality and interaction. The identity that each person forms are part of a social process, not a fixed aspect, which is built through interpersonal interactions. Most commonly, individuals visualize themselves from the perspective of others and evaluate potential reactions to any actions (Thornberg & Jungert, 2013).

Therefore, social constructs and categories are formed as part of a collective process, creating each persons unique identity. Since research indicates that bullying affects victims that share a common characteristic of odd social constructs and identities  not fitting in  how this characteristic correlates with peer victimization should be examined in terms of how socially constructed differences are used to justify bullying.

Anecdotal evidence suggests that in peer victimization situations, bullies often regard their actions as ordinary and rational, claiming that they are targeting the victim as a violator of socially acceptable norms. This sort of decision-making and peer interaction can be identified as stigma and labeling, defining an individual based on a characteristic while producing a perspective guided by social opinion. Therefore, a label that identifies someone as abnormal essentially stigmatizes the individual as a violator of the socially accepted standards of a social or cultural group.

Stigma serves as the primary consequence of labeling, affecting the social relationships of the victim, and constructing the individuals social identity at school (Thornberg & Jungert, 2013). This phenomenon provides power and support for the bully, allowing atrocious actions to become more socially acceptable as the initial labeling of the victim is psychologically seen as the result of a transgression. The bully dominates the social identity of the victim, and the latters negative reputation is spread within peer circles. Even those not actively participating in bullying will tend to avoid socializing with victims. Meanwhile, stigmatized individuals are trapped in a vicious cycle that makes it all but impossible to improve their social situation.

The conflict inherent to bullying is that victimization is both a consequence of adjustment difficulties as well as their cause. Researchers have generally accepted this fact and have traced the direction of effect through longitudinal studies.

For example, students with low self-esteem are at an increased risk for bullying, but the victimization itself impacts self-esteem levels for the remainder of the academic year and the likelihood of maladjustment in consequent semesters (Fox & Boulton, 2006). Similar trends impact ASD students who experience bullying. Their psychological and educational differences place them at risk of bullying, but they can also experience significant setbacks as a result of aggressive behaviors.

An additional psychosocial explanation for bullying behaviors may be related to familial relationships. Although no direct correlation has been identified, participants in bullying may become juvenile offenders. Steinberg, Blatt-Eisengart, and Cauffman (2006) attempted to draw a relationship between patterns of relations with parents and the consequent characterization of social competence and adjustment.

The researchers results proved similar in both poor, minority groups and affluent, mostly white communities. Authoritative parental styles are associated with psychological maturity, academic competence, and the ability to maintain emotional stability, common to individuals who are less prone to problematic behaviors. Meanwhile, neglectful and indulgent parental styles have been shown to lead to troublesome behavior and immaturity (Steinberg et al., 2006). Although most students fall somewhere between the two extremes, this suggests that both parental influences and institutional strategies can be used to control bullying and promote competence and maturity.

Thus, the socio-ecological framework appears the most appropriate approach in identifying psycho-social foundations of bullying. Adolescent behavior is strongly influenced by individual characteristics that are constructed within the contexts of schools, communities, and institutions. Social influences affect behavioral development over the years as a number of systems such as families, peers, schools, culture, and communities establish pre-established beliefs, perceptions, and standards in the mind of a child.

While further research is necessary, the socio-ecological framework seems to offer the most holistic perspective on the issue. Behavioral change in children is based on situational process-oriented contexts (Swearer et al., 2010). Therefore, positive peer influences or supportive institutional climates can have a significantly beneficial impact on deterring bullying as well as employing adequate school strategies.

School Strategies

Schools that implement rules and regulations against bullying, adopt anti-bullying attitudes, and actively intervene against violence demonstrate lower rates of peer victimization. Commonly, anti-bullying efforts in educational institutions include comprehensive programs administered to the general school population. The primary objective of these is to spread awareness about the negative effects of bullying, identify bullying behaviors, and offer strategies for peers and instructors to prevent negative interactions (Azeredo et al., 2015).

Although such programs demonstrate improvements in bullying rates in general, the effectiveness of prevention efforts is not always successful or consistent. The following subsections will explore various approaches and strategies that schools can implement in pursuing anti-bullying efforts.

Recognizing and Addressing Gateway Behaviours

As discussed, bullying takes varied shapes and forms, many of which may not be evident or may not directly violate school policy. This is particularly true in the early stages of child development and evolving bullying situations, wherein these can be termed as gateway behaviors. In such cases, although school rules that prevent bullying are being obeyed, actions demonstrate tendencies of social maladjustment and repeated negativity or hostility. Often these behaviors, consisting of mean comments or teasing, are performed without fear of punishment. Formal discipline cannot be applied in such cases, nor would it be appropriate or realistic (Englander, 2017).

However, on a consistent basis, gateway behaviors can easily transition to violent bullying. It is the goal of educators and schools to respond to such behaviors in a manner that ensures civilized and socially acceptable interaction amongst peers.

It is important to offer guidance to students who are demonstrating gateway behaviors. This can be done both collectively through class discussions and individually in the form of a personalized approach. However, it is vital to avoid drawing attention to the target or the targets feelings in the discussion as well as to prevent the bully from shifting any responsibility to the victim. Instead, the approach should focus on emphasizing how such actions are toxic to the school and the community environment.

The primary lesson should highlight the impacts of socially cruel behaviors on the climate and relationships within the school, thus negatively affecting bullies themselves. It is critical that a bully should gain an understanding of the reasons why society and schools prohibit peer victimization as the outcome for both individuals and the broader community can be consequential (Englander, 2017). Although the gateway behavior approach does not rule out formal discipline, it offers a chance for early recognition and rehabilitation, particularly in younger students that may not benefit from strict punishment at first offense.

Fostering Positive Social Relationships and Peer Support

Interactionism implies that people behave in terms of collective action, fitting personal behaviors to match those of others. Bullying is a phenomenon based largely on fitting in; victimized children will desperately attempt to become accepted members of society to avoid the general situation in which misfits (those who express or communicate sentiments different from the societal status quo) are faced with exclusion or violence (Thornberg & Jungert, 2013).

Based on the socio-ecological model for bullying, research suggests that positive social relationships can offer significant benefits in terms of preventing bullying. For example, families can play a role in providing emotional support and helping individuals develop coping skills. With adequate training, parents can address concerns about bullying with children, communicating the consequences of this behavior, and becoming actively involved in a childs life (Bradshaw, 2015).

Meanwhile, schools can emphasize traditional methods of bullying prevention by introducing aspects such as Social and Emotional Aspects of Learning (SEAL), which promote teaching emotional and social skills to students. Behaviors such as respect for others (particularly marginalized groups), empathy, cooperation, and coping are some of the many positive attitudes that can be taught to improve collective cohesiveness and harmony (Rigby, 2017).

The primary factors that put children at risk for bullying are maladjustment and poor social skills. Lack of social competency results in traits such as submissiveness and non-assertiveness. In combination, social risk factors such as lack of friendship or acceptance by peers act as potential catalysts for bullying. While research has not established a direct correlation between the number of friends and rates of bullying, the quality of friendships and social identity of peers have been identified as factors. Friends are able to provide an extensive range of social support behaviors that prevent bullying or provide comfort for the victim after it occurs. In bullying scenarios, friends have been observed to assume a defenders role, using verbal and physical actions in an attempt to repel attack (Fox & Boulton, 2006).

Educational institutions have the ability to foster social groups  and potentially friendship  as a preventive measure for bullying. Both schools and parents can foster these friendships by offering group activities, play dates, participation in sports, and social interactions that will lead to cooperation. This strategy is particularly helpful in the early developmental years as primary school children are more open to social participation in activities necessary for forming close relationships (Bayer et al., 2018).

As a result, friendships formed in the early years are more likely to lead to healthy social relationships in the adolescent years when bullying becomes prevalent. Even when students are unable to maintain a friendship for an extended time, the experience of forming social relationships and cooperation will contribute to social adjustment and potentially lessen the risk of bullying.

Comprehensive Programs

School-wide anti-bullying programs have undergone a significant evolution as more information has become available regarding the psychology of bullying and decades of observation and experience have been systematically and competently integrated into school programs. The essential goals of an anti-bullying campaign are to increase awareness and prevent such behaviors through a combination of measures. These goals are best achieved by actively changing the school social environment, reducing opportunities for bullying, limiting the potential benefits of such behavior, and creating the sense of a tight-knit community for students and teachers.

One of the best-known approaches to school-wide bullying prevention is the Olweus Bullying Prevention Program (OBPP), based on four essential principles that adults in schools and homes should demonstrate. These include showing warmth and interest, establishing strict limits to negative behaviors, using consistent and non-hostile methods of punishment, and maintaining the role of authority and positive role models (Olweus & Limber, 2010). These principles are effectively implemented within specific interventions targeted at all levels ranging from the community and the school to individuals.

At the school level, the OBPP establishes a Bullying Prevention Coordinating Committee (BPCC) that implements staff training, evaluates levels of bullying in the institution, and develops tools to measure bullying rates and the effectiveness of interventions. The committee holds extensive authority, allowing the introduction of school policies, initiating staff meetings, and reforming the schools supervisory and disciplinary systems.

They can also modify the curriculum and implement student-based programs that introduce anti-bullying initiatives. Furthermore, the committee can establish partnerships at the community level to ensure similar values are emphasized at after-school events as well as address individual student concerns and bullying situations (Olweus & Limber, 2010). As a program, the OBPP has been developed on the principle that bullying should not be a common experience for youth.

Research indicates that bullying decreases exponentially with comprehensive, school-wide efforts that target every aspect of the institutions function while implementing anti-bullying measures. In order to reduce opportunities for bullying and increase rewards for building a strong community, significant effort is required on the part of staff and administrators. However, the cultural shift that emerges, as a result, provides long-term benefits for everyone (Olweus & Limber, 2010).

As discussed, bullying exerts prolonged social consequences for both bully and victim, impacting their well-being, health, and level of success. Therefore, favorable outcomes for school-wide programs can have a significant positive impact on society in terms of economic savings, public health, citizen satisfaction, and the general community consensus.

However, some comprehensive school-wide programs may suffer significant setbacks, failing to produce the desired effect. One limitation may be found in evidence-based support. Many interventions heavily rely on student questionnaires and self-reported measures that are potentially invalid and may represent unreliable indicators of bullying. The stigma surrounding bullying often leads to underreporting.

In addition, programs may not be developed properly under a focused and evidence-based theoretical framework to guide development, implementation, and evaluation. Another cause of failure is a lack of intervention aimed at the sociological and psychological causes of bullying, instead of introducing preventive or punitive measures. Finally, some programs are unable to reach students effectively, which can result from poor consideration of demographics, failing to incorporate radical factors such as race, disability, and sexual orientation into marginalized groups affected by bullying.

Also, programs aimed at the general population may fail to focus on the small group of students responsible for initiating bullying behaviors and who require prosocial behavior lessons (Swearer et al., 2010). These issues in school-wide programs should be considered and eliminated through a competent approach to program development. Comprehensive preparation and research can create a precedent to avoid such errors in the future.

School-wide programs should focus on influencing the school environment through a supportive response to victims. These children should be protected from harm at the same time the attempt is made to reduce the incidence of bullying. It is warranted to introduce secondary preventive efforts to increase competence and support from teachers and peers. As a result, victims will experience a favorable environment and be subject to less emotional distress (Juvonen, Schacter, Sainio & Salmivalli, 2016).

A primary objective of comprehensive programs, school administration, and government ministries should be to establish a safer learning environment for students, a vital characteristic for parents and students who see schooling as a necessary aspect of daily life and future development. Bullying poses a significant challenge to safety due to distorted social power dynamics. As a result, comprehensive school programs can address the issue through a multifaceted approach and reduce the occurrence of adverse incidents.

Public Health Approach

Research supports adopting the public health model as a recommended method to address bullying and behavioral issues amongst students. This three-tiered model is increasing in popularity in education, correctional facilities, and public health. In special education, the model is also known as the response-to-intervention framework. Following this approach, an intervention is introduced to the general population of a particular group or class.

If students do not respond to the tier 1 intervention, they progress to the next tier interventions, which are more intensive and targeted. While offering an entire range of psychological support, the process continues until symptoms or behavior patterns are resolved (Bradshaw, 2015). As mentioned, anti-bullying programs in schools that influence the educational environment, shift social norms, and introduce bystander pressure are universal in nature, aimed at the majority of students. Although potentially appropriate, this approach fails to target the participants in bullying, the perpetrator and the victim, individuals who may often be socially maladjusted or do not respond well to universal systems of support and intervention.

In a public health approach, next-tier intervention may introduce targeted means that focus on comprehensive social skills training, emotional regulation, and conflict resolution techniques. This is particularly beneficial for students at risk who may be involved in bullying. The final tier of intervention focuses on strong support programs and oversight for both bullies and victims who may demonstrate at-risk behavior for juvenile delinquency.

Such targeted interventions attempt to pinpoint mental and social health issues as part of preventive measures. If possible, the families of the children are involved, and a support system is created and tailored to the individual needs of students who exemplify negative bullying actions (Bradshaw, 2015). The three-tiered system should be developed into a coherent and intermittent framework that can be applied to various bullying situations and used to meet the correctional needs of youth that are not adequately responding to universal interventions.

Conclusion

School bullying is a systemic and relevant issue in modern-day education. This negative social phenomenon is growing and extending into new areas, such as cyberspace, and taking on new forms. Bullying can affect anyone, but certain groups, such as students with ASD, are marginalized and targeted due to their lack of social adaptivity. Psycho-social theories state that bullying is a complex issue, based on maladjustment and socio-ecological influences, and can be driven by a wide variety of factors.

Taking the available comprehensive research into account, schools should develop effective and multicomponent strategies to address bullying. Fostering positive social relationships and peer support through friendship can prevent incidents of bullying. Meanwhile, comprehensive programs and a public health approach are vital to introducing both institutional and individual-level interventions to deter peer victimization. In conclusion, the field requires extensive research on the long-term impacts of such strategies as well as their effectiveness on a large scale.

References

Azeredo, C. M., Rinaldi, A. E. M., de Moraes, C. L., Levy, R. B., & Menezes, P. R. (2015). School bullying: A systematic review of contextual-level risk factors in observational studies. Aggression and Violent Behavior, 22, 6576. Web.

Bayer, J. K., Mundy, L., Stokes, I., Hearps, S., Allen, N., & Patton, G. (2018). Bullying, mental health and friendship in Australian primary school children. Child and Adolescent Mental Health, 23(4), 334-340. Web.

Bradshaw, C. P. (2015). Translating research to practice in bullying prevention. American Psychologist, 70(4), 322332. Web.

Englander, E. K. (2017). Understanding bullying behavior: What educators should know and can do. American Educator, 40(4), 24-29. Web.

Espelage, D. L., & Swearer, S. M. (2008). Current perspectives on linking school bullying research to effective prevention strategies. School Violence and Primary Prevention, 11, 335-353.

Fox, C. L., & Boulton, M. J. (2006). Friendship as a moderator of the relationship between social skills problems and peer victimisation. Aggressive Behavior, 32(2), 110121. Web.

Juvonen, J., Schacter, H. L., Sainio, M., & Salmivalli, C. (2016). Can a school-wide bullying prevention program improve the plight of victims? Evidence for risk × intervention effects. Journal of Consulting and Clinical Psychology, 84(4), 334344. Web.

Olweus, D., & Limber, S. P. (2010). Bullying in school: Evaluation and dissemination of the Olweus Bullying Prevention Program. American Journal of Orthopsychiatry, 80(1), 124134. Web.

Rigby, K. (2017). School perspectives on bullying and preventative strategies: An exploratory study. Australian Journal of Education, 61(1), 2439. Web.

Steinberg, L., Blatt-Eisengart, I., & Cauffman, E. (2006). Patterns of competence and adjustment among adolescents from authoritative, authoritarian, indulgent, an

Introduction

Reading exercises are unanimously believed to be one of the most important tasks required in ESL classes. It enhances the vocabulary power of the students as well as improves the ability to write and enhances general language competence. Teaching literature to ESL students has been a topic of debate over the last decade. Some believe that even though there is a hazard of introducing literature to second language English students, it helps in the expansion of the linguistic knowledge of the students.

Most importantly, it helps to bridge the cultural gap present between non-English speaking students and the English speaking culture. However, using literary works for classroom teaching for ESL students may be disadvantageous as some of the topics discussed in such books/stories are controversial and students may feel uncomfortable discussing them in the classroom (Obeidat 37). Due to the difference in the cultures of the students native country and that of the English speaking world, there arise problems of identifying with certain social norms mentioned in the text which are unfamiliar to the students and at times difficult to accept. As social norms different between nations and the degree of social acceptance also differ greatly, it becomes imperative for many to accept the customs presented in the books and openly accepting them.

The increased inclusion of literature in the curriculum of ESL students has shown that the inclusion of traditional texts into the curriculum has lead to the belief that the syllabus should be heavily drawn on the authentic stories that provide motivational insights and facilitates learning the language which is essentially important for L2 learning. It is believed that teaching literature to second language English students fosters the development of the students intercultural ability and hence, helps increase acceptance of the cultural discourses through language. Thus, it helps in nurturing an understanding of other cultures as well as cultivating the intellectual ability of the students (Ghosn 172). As students are introduced to different cultural norms, societies, and social mores, they develop greater acceptance for foreign cultures. They do not feel alienated from a custom that is not prevalent in their society, which increases their acceptance power. Hence, the students learn to adjust to other cultures through their study of the literature.

Many scholars have forwarded arguments against teaching of literature to ESL students. The argument against the use of literature mostly rests on the complex structure of the texts (Traore and Kyei-Blankson 561). Most commonly, critics believe such literature is difficult to understand. There are other disadvantages to the use of English literary works. Some topics and concepts utilized may be controversial, and students may feel uneasy and hostile to discuss them (Obeidat 37). Hence, it has been acknowledged that educators have to be careful when using literary works, as they have to take into account the diversity of their classes (Vandrick 253). Hence, many believe that literature is ineffective in teaching grammar and syntax in ESL classes.

Many scholars have either argued for or against the use of literature in ESL programs. Arguments forwarded against its use include the fact that the language used in the literature is structurally complex, conceptually difficult to understand, and is unique to a particular culture or authentic situation, therefore does not support the goals of teaching grammar in a language classroom and helping students meet their academic and occupational needs. (Traore and Kyei-Blankson 561)

The present research aims at understanding the effect of inclusion of detective stories in the curriculum, which is believed to be less complex and exceedingly interesting for intermediate level ESL students. The study will focus on the use of detective stories of the twentieth century, such as short stories by Conan Doyle in ESL classes. The research will try to understand the effectiveness of using detective stories as a curriculum in the ESL classes. The present paper will evaluate the use of these texts that will be applicable to various levels and groups. My working argument of this research can be formulated as follows: Detective stories of the 20th and 21st centuries can develop the English language skills of ESL students.

The research employs a qualitative research methodology to garner support for the argument presented. The first part of the paper will demonstrate the literature review of literary works that will show the background on the work done on this area and the effectiveness of the use of literature and more specifically detective stories in ESL curriculum. The research will employ grounded theory that uses data collection will be employed to identify major features of the literary texts that should be used in language classes with intermediate and upper-intermediate ESL students. The paper poses special attention to the benefits (and disadvantages if any) of the use of detective stories (written by renowned writers in the twentieth century) in ESL classes. Literature introduces the students to various cultural facets of the English speaking countries. The present research aimed at understanding the acceptability of ESL students of literature and the kind of literature they were comfortable to appreciate.

An experiment was designed where two groups of students were given two different kinds of stories  first a short story by OHenry and the second a detective story by Conan Doyle. Our research has shown that students could easily understand the detective stories and identify with it as opposed to the other literary text. The reason being they found reading the detective story more enjoyable, which helped them to understand the stories increasing the degree of comprehension. Second language students find it difficult to identify with the other stories they read, as they are more inclined towards the social drama of western life they find alienating. The advantage of detective stories is that they do not stress strongly on the political, social norms of the western world but on the particular crime that is talked about. They use simple language and literary tropes to structure their stories, which are easily understood by students new to the language.

Apart from the literature review, the paper will present a clear understanding of the effectiveness of using detective stories in TESOL training classes in which I participated at the CELTA Centre in New York City. As a part of their training program, all participants have to take up mandatory teaching session and try to understand how ESL students adapt to reading and comprehending detective stories and if it facilities in their learning experience. As part of the program, the participants are required to teach a class of 12 to 13 students. I introduced the students to a set of texts written by Arthur Conan Doyle and assigned it to several groups of ESL learners. When the project terminated, the students were asked to complete questionnaires where they reflected on the use of literary works. The questionnaires were prepared based on the grounded theory that helps to motivate students thinking and analyse students perceptions, evaluations, and concerns.

This research paper is divided into three sections. The first is the literature review that will help us to understand the state and nature of previous scholarly works on the effectiveness of the use of literature in an ESL class. The methodology section will delineate the process adopted for the research, how the data is collected, and the way it will be analysed. The analysis is done in the final section where the paper discusses how literature, especially detective stories, can help in improving the knowledge of English of ESL students.

Literature Review

The literature review reviews literature that shows how literature is an essential and helpful tool for teaching a language. Further, the discussion of previous scholarly works has shown that literature is an essential tool to demonstrate the cultural, social, and linguistic pattern of a language to the students. The review is furthered through a discussion of some literature being taught to comprehend for second language English learners and hence the importance of choosing the right kind of literature to be taught in class. This discussion leads to the importance of detective stories which are believed to be easy and simple to understand, can become a vehicle for teaching language to ESL students.

According to researchers, language acquisition is a process of gradual acclimatization with the process of building vocabulary gathered through communication and reading and the ability to use the language (Li 56). Li points out that perceptive understanding of the language is essential to facilitate successful learning.

The teacher is responsible for providing the understandable language (comprehensible input), along with whatever supports are necessary for the students to understand the message. Using approaches and materials that add content to the language such as props, gestures, and pictures, all contribute to the students acquisition and eventual verbal production of language (Li 56).

Hence, usage of props for educating the students is believed to be an essential method for enhancing the pedagogical skills of the second language English learners.

Recent research has shown that various methods of creating interactive conceptualizations while reading a story in the classroom that can enhance the grammatical learning of a language (Ripley and Blair 209). The intent to teach literature in class is to make the students aware of the text and narration structure. The process of reading and conceptualizing a story is a mutual interaction of ideas between the reader and the text (Harris 203). Some believe that the combined teaching method of reading and writing helps in enhancing grammar understanding in students to a greater extent than the grammar drills taught in ESL classes (Fox 73). Teaching English through the study of literature helps bridge the gap that ESL students face in terms of narrative English and the basic language learned in ESL intermediate classes.

As acquiring vocabulary is an essential step in the learning process of a language, it is essential to understand that the vocabulary can be most successfully built through studying and reading of literature (Fox 73). Previous researches have shown that there is a tendency among second language English teachers to put greater stress on teaching language and grammar to students. They even use simplified reading material to enhance the vocabulary skill, which Fox believes, only partially helps the students (71). They acquire a very basic understanding of the English language that does not help them in understanding the essentials of the language. A gap remains in the simplified English taught to the students and the more sophisticated language used in literature and books. Hence, the simplified teaching of English to the second language students leaves them ill-equipped to handle the intrinsic sophistication required for using the language competently.

A recent study has shown that the background of the reader has a strong influence on the comprehension of a text by the reader. In other words, prior knowledge present in the mind of the reader, created through previous discourses, helps them to understand the text based on the schemata present in their mind (Mihara 52).

Literature for Teaching English

The use of literature entails discussion and reflection on various topics revealed in the texts. Literature used for teaching ESL students and more specifically teaching English has been discussed widely in the scholarly literature. Literature is believed to be essential in teaching English to an ESL class because of four reasons: authentic material, enhancement of cultural knowledge, language improvement, and personal association (His’manoglu 54). Literature taught in class are the source of demonstration of the culture and society of the English speaking country. They present the linguistic and narrative style that can help students to learn to write intuitively. American and British literature has been used to teach non-English speaking students for more than a century; however, the advent of the twentieth century saw a rejection by academicians of literature as a tool for teaching English in foreign countries. The reason is believed to be the inadequacies found in the traditional teaching methods. Thus, literature has lost its primacy as a language-teaching tool globally, and few believe that the use of English literature as a teaching tool has declined considerably (Gilroy-Scott 1).

Less attention is given to teaching literature in the early intermediate level, with greater concentration on teaching language skills and mainly reading, writing, and speaking (Dalmau, Fernández and Bobkina 218). In many countries like Spain, there is any uncertainty regarding the use of literature in the curriculum of foreign language courses (Dalmau et al. 219). The importance of literature in teaching languages to ESL students, as pointed by Dalmau et al. are of five perspectives  cultural heritage, language skills, personal growth, fundamental, and critical literary perspective (220-221). Literature is the storehouse of culture, linguistic and narrative style, grammar, literary styles, and individual personality. ESL students get to learn about these perspectives when they study literature. These points are discussed in detail in the later section. The main aim of teaching English to second language learners is that they can learn to speak, read, write, and understand the language as well as acclimatise them with the cultural mores of the English speaking world.

A literary piece is not an end in itself, but the means of beginning a creative process in the minds and emotions of the students. Placing themselves in that particular literary world, students relate imaginary contexts with real-life situations, feeling the power and possibility of contributing positively to a larger world than just their own. (Dalmau et al. 235)

Literature targeted for young adults is believed to be a rich source for teaching advanced ESL students in classrooms (Wu 2). Young adult literature is believed to be a rich source for teaching language development, diction, sentence structures, and writing narratives (Wu 1). Wu (1) also points out that studying this literature enhances the cultural understanding of the students, especially for immigrant students who face a cultural difference. He points out that young adult literature deal with stories that relate to self-discovery, growth, and development of the characters, which are non-complicated and ESL students can easily associate with them. The subjects that are usually dealt with in young adult literature are related to growing up, coming of age, relationships, and self-discovery (Wu 1).

The most important reason for easy understanding and acceptance of such literature by the students as they use contemporary language, and following linear storylines (Wu 1). As the stories are easy to read and follow a linear structure, are easy to understand, help the ESL students to grasp the content of the stories easily. As the understanding of the narration is easy, they associate with the stories and understand the stories of the young adult literature. The benefit of using young adult literature in teaching ESL students lies in their acceptability of the content and grasping of the language and grammatical structure of the language. Easy understanding of the literature helps in the development of the language skills of the students and helps them to ascertain the way they can use the language.

A study conducted by Mokharti and Sheorey (2) shows how the reading strategies and cognition of ESL students are for academic and textual literature. The study used the Survey of Reading Strategies (SORS) measure to understand the metacognitive awareness of the adolescent ESL students in reading academic material and texts. Their sample for the research was the ESL students from high school and colleges to provide recommendations in the development of reading curriculum for the ESL students based on their findings of the reading cognition of the ESL students. One of the most prevalent impediments for second language English learners is reading of the text, and researchers believe the language proficiency of the students may be gauged through their ability to read a text fluently (Mokharti and Sheorey 3). Reading becomes an integral part of the learning strategy for second language English learners as it helps to enhance their reading comprehension. Reading of literature is an important part of ESL learning, as it is believed that it enhances the proficiency of the students to grasp the language.

A review of literature conducted by Mokharti and Sheorey (3) points out that in the recent years there was a considerable increase in the proficiency of skilled ESL readers and the researches have successfully helped the L1 and L2 learners and teachers to helps students become strategic readers. Strategic readers imply students who have metacognitive awareness or metacognitive control-that is, planning and consciously executing appropriate actions to achieve a particular goal-to be a critical element of proficient, strategic reading (Mokharti and Sheorey 3). Metacognitive reading implies understanding of ones understanding of the text. Their research indicates that the students ability to read is directly related to the awareness and use of reading strategies of academic materials than the ones who have a higher ability to read (Mokharti and Sheorey 6). This study helps us to ascertain that the ESL students who usually have a lower ability to read should be taught by the teachers to become active readers. This study indicates the importance of effective reading required for learning. The importance is to learn to what extent the students can comprehend the material to them.

Another research into the reading skills development of ESL students conducted by Grabe (375) demonstrates that the interactive approaches in reading skill development for L1 and L2 students require a higher level and degree of reading capability that the prevalent ESL pedagogy equips them with. The researches of the reading ability of the ESL students demonstrate that the ESL students reading abilities have considerably developed when they have concentrated on reading literature (Grabe 378). Reading of literature is therefore found to be an essential part of teaching English to ESL students. The ability to read fluently has been defined by Grabe as follows.

Research has argued that fluent reading is rapid; the reader needs to maintain the flow of information at a sufficient rate to make connections and inferences vital to comprehension. Reading is purposeful; the reader has a purpose for reading, whether it is for entertainment, information, research, and so on. Reading for a purpose provides motivationan important aspect of being a good reader. Reading is interactive; the reader makes use of information from his/her background knowledge as well as information from the printed page. Reading is also interactive in the sense that many skills work together simultaneously in the process. Reading is comprehending; the reader typically expects to understand what s/he is reading.

Unlike many ESL students, the fluent reader does not begin to read, wondering whether or not s/he will understand the text. Reading is flexible; the reader employs a range of strategies to read efficiently. These strategies include adjusting the reading speed, skimming ahead, considering titles, headings, pictures and text structure information, anticipating information to come, and so on. Finally, reading develops gradually; the reader does not become fluent suddenly, or immediately following a reading development course. Rather, fluent reading is the product of long-term effort and gradual improvement. (378-9)

The general description of fluent reading, therefore, presents that the ESL students must be able to read any form of material without any metacognitive difficulty and comprehend the meaning of the text through contextualization and not necessarily with the aid of a dictionary.

Given the importance of reading established by researchers, the other important factor that emerges is the content of the reading text that is used for ESL students. Research shows that ESL students when they are given a known format with organized structure find it easier to understand and comprehend the text (P. L. Carrell 461). The study conducted shows that ESL students more easily adapt and understand the texts with material that are well structures and less non-linear with content that they can easily relate to.

The overall finding of this study seems to be that when both content and rhetorical form are factors in ESL reading comprehension, content is generally more important than form. When both form and content are familiar, the reading is relatively easy; when both form and content are unfamiliar, the reading is relatively difficult. When either form or content is unfamiliar, unfamiliar content poses more difficulties for the reader than an unfamiliar form. However, perhaps not too surprisingly, the rhetorical form is a significant factor, more important than content, in the comprehension of the top-level episodic structure of a text and the comprehension of event sequences and temporal relationships among events. In other words, each componentcontent and formplays a significant, but different, role in the comprehension of text. (P. L. Carrell 467)

Reading a text becomes easier when the readers are familiar with the content of the text and can easily identify with it. Familiar content eases the difficulty of reading, thereby helping students to learn English.

Block (463) studied the ESL students who had failed the college reading test and were the essential targets of the college reading programs. The study showed that the students who failed the reading proficiency test lacked the comprehending skills that were automatically found in proficient readers. Thus, their aim was more inclined towards solving the problems as they went on reading the text. The research aimed to understand the description of the comprehension strategies used by ESL students who failed the proficiency test. The research found out that various patters indicated the capacity of the reader, which were integrated, depended on the text structure, use of personal experiences in the text, and response to extensive mode (Block 482). In other words, the study implied that the second language English speakers belonging to different ethnic background employed a different strategy to comprehend and read a text. For instance, a Chinese English learner will employ a different set of strategies to read and understand the text as compared to a Spanish learner:

This suggests that strategy use is a stable phenomenon, which is not tied to specific language features. In this way, learning to read in a second language may differ from learning to read in a first. When people first learn to read, they must learn how to read the language in print and the appropriate strategies to use for comprehension. When people learn to read in a second language, they need only be concerned with understanding specific language features in print. (Block 484-485)

Thus, reading is a process of continuous construction wherein the reader is responsible for the construction of the active participant. Active reading enables the students to read and interpret the text the way ascertain its meaning. Thus, the reading ability of the students and comprehension power of the students determines their ability to learn and use the language (Block 485).

Similarly, some researchers have concentrated on determining the pedagogy for the ESL reading development but with the aid of schema theory. Carrell and Eisterhold (553) studied the importance of the background knowledge of the readers about the content of the text that helps in understanding and comprehension of the text. According to them, reading and comprehension process involves the knowledge of the readers of the content of the text and their worldly knowledge with which they can relate the text. The underlying assumption of the researchers was that the perceived meaning is often embedded in the utterance or text which has a separate and independent existence different from the speaker or the writer of the text (Carrell and Eisterhold 554). The researchers use schema theory, which is based on the belief that the text itself does not carry any meaning. It is the readers who interpret the text and attach the perceived meaning to it: According to schema theory, comprehending a text is an interactive process between the readers background knowledge and the text (Carrell and Eisterhold 556).

The aim of the text chosen for teaching an ESL class is to choose a text that will minimize the cultural conflicts and interference and to maximize the ability of the readers to comprehend it (566). The aim of the teachers should be to avoid narrow reading and allowing the students to adjust to one author, one style of writing, and one structural type. They point out that the reading assignments given to ESL students are usually short and varied selections, which does not allow the readers to adjust to the writers style. On the contrary, when students are given a single author and a single text to read, they find it easier to comprehend. Thus, repetition helps in increasing the comprehensibility of the text: The significant advantage from the schema-theoretic point of view is that schemata are repeatedly accessed and further expanded and refined, resulting in increased comprehension (Carrell and Eisterhold 567). Hence, the researchers point out that the goal of the intermediate ESL teachers should be to develop readers who can read not only from the texts assigned to them but also from the general English literature available elsewhere.

What makes the classroom activities and other techniques we have described valid is their applicability to the real world beyond the EFL/ESL reading classroom. Every culture-specific interference problem dealt with in the classroom presents an opportunity to build new culture-specific schemata that will be available to the EFL/ESL student outside the classroom. Also, however, and possibly, more importantly, the process of identifying and dealing with cultural interference in reading should make our EFL/ESL students more sensitive to such interference when they read on their own. By using the classroom activities and techniques we have described, our EFL/ESL readers should become more aware that reading is a highly interactive process between themselves and their prior background knowledge, on the one hand, and the text itself, on the other. (Carrell and Eisterhold 569)

Authentic source

According to Lazer (5), literature is the authentic source for demonstrating the linguistic rules and norms to the students, as it is the storehouse of all the linguistic-related laws necessary for the construction of the language. When reading a text, students come across various grammar and lexical units that have been taught.

Moreover, the use of literary works enhances students knowledge and language skills, and it is one of the most effective tools in ESL teaching (Ernst-Slavit, Moore and Maloney 118). Students have an opportunity to explore ways specific rules employed by writers. For instance, while reading Virginia Woolf or James Joyce, the use of stream of consciousness if effectively employed by both the authors in their work. A student unfamiliar with their work will remain perplexed at the text structure. However, a story written in simple language may follow a linear narration style, which is easily understandable. Literature helps students grasp various facets of the language and grammatical structure through the usages shown in the text. Students vocabulary is improved through the reading of the texts and the linguistic styles help in developing their knowledge of the language.

Furthermore, reading literary texts expands students vocabulary and enables them to develop linguistic confidence (Arthur 199). Again, when discussing texts (and/or trying to solve the case), students employ lexical as well as grammar units and can practice speaking skills as well. Notably, the use of literary texts may help develop reading, speaking, as well as writing skills. It is necessary to note that intermediate and upper-intermediate students can work with universal texts (Grellet 97). Hence, educators have to choose authentic but manageable texts to work with.

As literature is an authentic mode of input of the language, it provides information to the reader that may be both personal and relevant to him (Ghosn 173). Authenticity is essential in teaching English and is extensively envisaged in drama and novels (Khatib, Rezaei and Derakhshan 202). Hi_manolu points out, In a classroom context, learners are exposed to actual language samples of real-life/ real-life-like settings. Literature can act as a beneficial complement to such materials, particularly when the first survival level has been passed (54).

Cultural knowledge

Literature is the vehicle for teaching cultural diversity and creates intercultural awareness among students (Van 3). In a global world, when people of other culture are learning English, it is important to gain cultural insight into the life of the English-speaking world. Literature provides the window through which students can look into the life of other people. It helps to enhance verbal and non-verbal communication norms and facilitate communication style: This colourful created world can quickly help the foreign learner to feel for the codes and preoccupations that shape a real society through visual literacy of semiotics (Hi_manolu 54). The gestures and antics described in the books allow the students to gain an understanding of the non-verbal communication that is prevalent in the English speaking society, thus, training them to adapt to the etiquettes of the western world.

Marshall (331-338) studied the influence English literature from the west has on the Latin American society, which has a distinct cultural difference with the west. He points out that the distinct differences in the social and familial structure of the two cultures create a divide in the mind of the ESL students belonging to the Latin American culture who feel alienated from the descriptions of nature, society, families described in the literary texts:

Perhaps the fascinating meeting ground of English literary text and Latin mind is in the English literature, which makes conscious use of classical or Mediterranean material. Byrons facetious lines on sexual behaviour in sunny climates, Miltons and Spensers descriptions of paradise and the Garden of Adonis, Shakespeares Italian settingsall remind us that the cultural communication is one of mutual fascination and great complexity through history. (Marshall 337)

The definite divide in the understanding of the classical literary texts, the ESL students have to adapt themselves with the social customs of the time in England or Europe to adjust their understanding with that of the other world, which they are not aware. Hence, Marshall points out that the literature professors obligation is to know the several available avenues to understand and, explaining the landmarks and sketching in unfamiliar features, to take the nearest way (338). Thus, the teacher is responsible for teaching not only the language to the students but also the social-cultural landscape of the English speaking society to the students. Hence, when this assignment is presented to the students, they can create a different aspect of the story in their own

Introduction

The food industry is a multifaceted, worldwide collective industry composed of different enterprises which together supply food products that are used by the global population. Only the individuals who thrive on the food they grow (subsistence farmers) cannot be considered within the scope of todays food industry. From the initial stage to the final stage, the food industry includes the following; regulation, education, financial services, research and development, agriculture, food processing, marketing, wholesale and food distribution, retailing and consumers. Food industries are grouped into two; perishable and non-perishable food industries. Perishable food is food that can spoil, perish or decay easily while non-perishable food is commodities that do not perish or decay rapidly. This paper will examine how economic, safety, legal and social responsibility, and how quality control systems can be utilized to achieve the company goals.

Perishable food industry

Therefore, perishable foods need special handling and refrigeration. All frozen and fresh food products can spoil easily and are subject to quick declension or deterioration when inappropriately stored. They need appropriate temperatures, air circulation, controlled humidity and special handling by ensuring the storage area is clean and sanitary. Thus, failure to sustain any of the above conditions will lead to quick spoilage and ultimate loss. In perishable food industries, most spoilage in frozen and fresh food products is as a result of fungi and bacteria, and they spread easily from the spoiled to the fresh food products.

The perishable food industry has been facing a lot of pressure regarding food safety improvement, quality management and application of effective risk management. Individual parties within the perishable food supply chain should create proper strategic and functional modifications, increase commodity quality and raise functional effectiveness and profits (Wang & Brien, 2009, par. 1). The pressure within the industry is due to quality failures which have been witnessed in different perishable food industries.

Safety responsibility

Food-tracing systems are significant for food safety and quality control. The systems assist perishable food industries to differentiate the source and degree of quality or safety-control predicaments. The more accurate the systems, the quicker a generator can recognize and correct food quality or safety predicaments. Thus, the industries have a motivation to devote in the systems since they assist in reducing the distribution and production of poor quality and unsafe commodities, which as a result reduces the probability for recalls, bad publicity and liability. In addition, the systems could assist in tracing commodity distribution and aim recall actions, hence limiting the level of destruction and liability (Rasco & Bledsoe, 2005, p. 355).

Managing perishable products pose an essential challenge within the supply chain surrounding. Green vegetables, dairy products, fruits, food stuffs and other perishable products are products of daily human consumption. The above items have a limited operational lifetime, and they go through several hands during their motion from initial stage to final stage. Food processing encompasses some of the food chain issues. Food processing refers to the techniques utilized to change raw materials in food or products that can be consumed by human being. Perishable food processing takes hygienic, slaughtered or harvested elements and utilizes them to generate vendable food commodities. There are several dissimilar methods of producing perishable food. These methods include; one off production, batch production, mass production and just-in-time production (Rasco & Bledsoe, 2005, p. 357).

When the advantages of accurate traceability for food or product quality and safety control are bigger, the larger the possibility and quality failures or cost of safety are detected. Where the possibility and cost of quality failure are great, manufacturers have large monetary bonuses in order to minimize the amount of the measure recalls mass and to follow a more accurate traceability approach. The possibilities of failures vary among perishable food industries due to concept that some products are more perishable and vulnerable to contamination or pollution than others. In addition, the cost of quality or safety breaches differs because the worth of foods and the worth of the reputation of the industries vary. For high-worth commodities, remember costs in every product are greater than for low-worth items. For industries with important reputes, the recall costs or quality breaches are greater than for industries with fewer reputations (Rasco & Bledsoe, 2005, p. 357).

If the perishable food industries could eradicate safety predicaments by use of simple measures or inexpensive examination, the marginal advantages of traceability approach for supervising safety could be small. For instance, a company can utilize a chemical on incoming product which can eliminate the risk of microorganism contamination completely. As a result, there could be less value in a system of traceability to recognize the generators of the items containing high amount of micro-organism contamination. Similarly, if quality and safety predicaments are unlikely to come up in a particular area of the supply or production chain, there is less worth in developing traceability approach for that area or stretch. Traceability system could also assist industries to determine the degree of their loss or liability in food safety failure cases and possible change liability into others within the supply chain. If an industry could produce documents to show that the identified safety failure or malfunction did not happen in its firm, then it might be in a position to protect itself from negative effects or liability (Rasco & Bledsoe, 2005, p. 358).

In spite of the significant role traceability systems play its just one component of the entire quality/safety of the perishable food industry control systems and are planned to strengthen and accomplish the other components of the quality system. Traceability systems themselves do not generate high-quality or safer commodities or measure the liability. They offer appropriate information on whether control points within the supply or production chain are functioning appropriately or not. The precision, depth and breadth of the system for quality and safety inevitably mirror the critical control points within the entire system of safety/quality. In addition, they differ consistently across firms and with time based on quality and safety inventions and technologies (Rasco & Bledsoe, 2005, p. 358).

Economic responsibility

Economic responsibilities of a firm or industry indicate the capitalization of the values of the industry. Economically, firms are supposed to capitalize the earnings of their shareholders. This is achieved through the generation of goods and services which are on high demand in the market niche. In order for a company to achieve its goals, all the economic responsibilities must be implemented effectively. A company has economic initiatives to its customers, investors and employees. The four basic economic responsibilities include; profitability, transparency, non-discrimination and sustainability (Spice Mentor, 2008, par. 1).

A company or an organization makes profit when it trades commodities or services which are more significant than the raw materials and labour force it utilized to create them. Simply, any company makes profit through adding value to a product. Therefore, adding value and making profit fulfils the goals of all the direct stakeholders of a company. In addition, the company generates commodities or services which are important to clients. Moreover, the company utilizes profits to acknowledge investors and pay its workers (Spice Mentor, 2008, par. 2).

Secondly, a company is able to achieve its goal if it serves with transparency; where it offers as much data as realistic or practical concerning its operations. Similarly, an organization permits direct stakeholders to clearly view its financial positions, practices and strategies. Therefore, transparency benefits the direct stakeholders of a company. In addition, transparency caters for the interests of investors by providing them with data which they require to assess the probable rewards and risks of investing within the organization. Moreover, transparency allows workers and clients to view the manner in which a company is run. The company could create informed decisions regarding how it uses its finances, where they use the money and where they work (Spice Mentor, 2008, par. 3).

Thirdly, a company can achieve its goals by being non-discriminatory. In an economic viewpoint, non-discrimination does not mean the deficiency of unfairness against cultural, racial or gender groups. It refers to a company implement the same monetary method to all its clients, workers and suppliers. Thus, direct stakeholders gain from the aspect of non-discrimination since the organization make decisions concerning the merit of finances instead of the preferences and deficiencies of decision makers (Spice Mentor, 2008, par. 4).

Finally, sustainability as an economic responsibility could assist a company achieves its goals if implemented appropriately. Companies make sure that sustainability of their operations by advancing or developing the procedures of the business and establishing long-lasting, secure associations with clients and suppliers. In addition, the investors, clients and workers of a company are referred to as direct stakeholders since they possess an interest in the future of the organization. Therefore, direct stakeholder gain from the business sustainability because when a company has a safe prospect, investors persist to earn dividends, and employees persist to receive pay checks while client continues to purchase the commodities and services of the company (Spice Mentor, 2008, par. 3).

Therefore, if a company lowers its food quality and safety, it will not be in a position to make more profits as compared to higher quality. In addition, when food quality is compromised, customers, investors are likely to withdraw; thus, the food company fails to sustain its production and distribution.

Social responsibility

Social responsibility in the business sector refers to the ethical theory which a firm has a role to the community at large. Social responsibilities mark the beliefs and values of the community regarding a certain company. Thus, companies should observe ethical measures when operating in order to achieve its goals. For instance, its not ethical for a perishable food company to sell stale food to its customers. In addition, since perishable foods are daily products which customers depend on, the companies should regulate their prices rather than exploiting their customers. As a result, the industries will be in a position to create more profit and attract more customers (Zain, 2008, par. 4-5).

Similarly, in order for a company to fulfil its goals, proper overtime remuneration should be given for long or unofficial hours. Thus, ethical or social roles are invalidates within the legal scheme and permit industries or companies to function with humanitarian measures and values in mind (Zain, 2008, par. 6).

Social responsibilities requires companies to view beyond documents and figures and instead to perceive at individuals and the surrounding. By adopting beliefs and values of particular moral measures as one of the success of the company, is very significant since it will help the company attract customers within its locality because of respecting their values and beliefs. Therefore, the social responsibility can form a constructive rapport between the company and individuals who are privy to its functions. These parties include; workers, investors, suppliers, surrounding community and clientele (Zain, 2008, par. 8).Therefore, if the quality of food in a perishable food industry is affected, customers within its locality will withdraw from purchasing food from the company. As a result, economic wise,

Quality control system

Controllable factors which impact on finished goods either negatively or positively are called quality control system. Quality is the characteristic which make a product what it is and the level of superiority or excellence in that product. The utilization of sound and good raw substance is of great significance in the accomplishment of the needed end commodity of consistent quality. Recognition of the main critical control areas or points is important because the procedure control associates to main processing outcomes of the raw substance (Strugnell, 1992, p. 17). Conventional quality control method is fully incapable of eradicating quality predicaments. Hence a prophylactic plan grounded on exhaustive evaluation of persisting status which makes sure that quality assurance programme goals are achieved is advocated for the perishable food companies. The Total Quality Management (TQM) and Hazard Analysis Critical Control Point (HACCP) encompasses these needs as authorized under the International Standard Organization (ISO) 9000 series (Amankwa, 1999, par. 1).

Total quality management

This refers to a management philosophy which seeks to incorporate all organizational roles to center on fulfilling the requirements of the clients and goals of the organization. TQM authorizes the entire company starting from the workers to the managers, with the initiatives of making sure quality is achieved in their relevant services and commodities, and proper management of the procedures via the suitable procedure advancement channels. Thus, TQM aims at recognizing the root source of every problem and to preclude it from getting into the final commodity. Utilizing an elementary iterative procedure, TQM strengthens quality assurance to achieve alterations in services and commodities by way of advanced efficiency of their functional procedures. This philosophy is mostly a people-dependent procedure. Thus, in order to obtain the entire benefit of TQM, individuals in any company ought to be synergized. Therefore, companies are supposed to sustain an organization-wide plan which delegates roles or functions to every worker for the excellence of their task and the task of their group (Padhi, 2010, par. 2).

In order for an organization to implement TQM successfully, it should focus on the following elements; ethics, integrity, trust, training, teamwork, leadership, recognition and communication. These eight components of TQM can be categorized into four based on their functions; foundation (ethics, trust and integrity), building bricks (training, leadership and teamwork), binding mortar (communication) and roof (recognition).

TQM is constructed on a basis of trust, ethics and integrity. It promotes honesty, justice and openness and permits engagement by everyone. Foundation is the main key to open the crucial potential or capacity of TQM. Ethics refers to the field pertained with bad and good circumstance. It is a two-directed discipline represented by personal and organizational ethics. Ethics of the company develop an enterprise code of ethics which highlights the instructions which all workers are to follow when conducting their work. Personal ethics involves individual wrongs or rights. Secondly, integrity in TQM refers to justice, honesty, values, morals and obedience to sincerity and facts. The feature is what clients anticipate and deserve to get. Individuals perceive the opposite of unity as fraudulence or duplicity. TQM cannot perform in an environment of duplicity. Trust in a business is a by-product of ethical conduct and integrity. Without trust, the TQMs structure cannot be formed or constructed. Trust promotes full contribution of all people within an organization. It permits authorization which motivates pride possession and commitment. In addition, it permits decision making at proper position in a company, promotes personal risk-taking for uninterrupted development and assists to make sure that measurements centres on development of procedure and are not utilized to challenge individuals. Therefore, trust is significant in order to achieve clients satisfaction and it builds the cooperative surrounding or atmosphere which is important for TQM. Therefore, the social responsibility of perishable food industry is to ensure that their customers trust the company so that when they purchase the food products they believe they are safe.

Training of employees is important in order to improve quality and productivity. Managers are responsible for applying TQM within their units and train workers the TQMs philosophies. The training that employees should have include; problem solving skills, interpersonal skills, technical and business economics skills, decision making, capability to work in a team and job management performance evaluation and development. For a company to be effective, teamwork is a major component of TQM. With the utilization of groups, the enterprise will obtain better and immediate resolutions to predicaments. Moreover, teams offer more lasting developments in operations and procedures. In teamwork, individual feel more comfy while raising predicaments which might occur and can obtain assistance from other employees to get a solution and implement it. Similarly, in every company, leadership is a crucial element of TQM. In order for TQM to be effective in an organization, managers should be devoted in guiding their employees. A manager should comprehend TQM, trust in it and indicate their devotion and belief via their day-to-day practices of TQM. Thus, employees within the food industry should be trained innovative and modern methods of processing the products. In addition, they should be in a position to solve any problem which might occur during processing in order to maintain the required quality.

Consequently, TQM requires that communication to exist among all the stakeholders of an organization (customers, investors, employees and suppliers). In addition, recognition is vital for the success of any business. Workers strive to obtain individual or team recognition. Identifying and recognizing participators is the most significant work of managers. When individuals are recognized, there is enormous alteration in quality, self-esteem and productivity of the workers. Therefore, the above mentioned elements are significant in ensuring the effectiveness of TQM implementation in a company and managers play a major responsibility in establishing these components in a company (Padhi, 2010, par. 8).

Perishable food industry is an enormous world-wide business and within this industry, quality is mostly an incorporated measure of appearance, purity, colour, texture, workmanship and flavour. However, quality is becoming a significant matter because of the multiple factors such as food borne illness which are as a result of poor handling of food or poor storage. For instance, between the years 1993 to 1997, approximately 2,751 outbreak cases concerning food borne illness were reported in the United States. The main causal factors were confirmed to be chemical agents, bacteria, parasites and viruses. Therefore, this is a clear indication that quality within the food industry has been compromised and as a result several cases have been reported. However, if the industries implement the quality systems properly, they will improve quality and achieve their goals.

Proper handling of perishable food

Quality is a vital factor within the perishable food industry and must be maintained from initial to final stage. When perishable goods or commodities are transported from the producer or farmer to the consumer, it is anticipated that they need to resist the changes of delivery across reasonable distances. Decomposition of perishable commodities occurs normally unless some gambit is implemented in order to delay or preclude this procedure. To improve quality, perishable products can be frozen, placed in ambient, chilled or stored under controlled atmosphere. In addition, products should not be stock-piled but ought to be generated on demand. Therefore, for quality to be achieved frequent inspection should be made in order to sort and eradicate any decayed products or part of the commodity. This will minimize losses which are encountered by the industry and instead improve its profit. Secondly, shipments should be separated and marked in order to make apparent their relative ages. Thus, the oldest products will be sued first in order to minimize spoilage and increase sales (Lupien, 1993, pp. 108-110).

Perishable products should be frozen at temperatures which are lower than -12R0 C, a level where important decomposition cannot occur. When food temperature increases within the carriage above -12 degree Celsius, the rate of decomposition is greater. When the temperatures are about -10 degree Celsius, decomposition can occur with ultimate noticeable consequences.

Similarly, during transportation, perishable food is chilled. The ventilation of vegetables and fruits produce heat, utilize oxygen and forms water vapor and carbon dioxide, and ethylene gas might be generated which quickens ripening. Therefore, chilling decelerates these procedures. The purpose of chilling perishable foods is to minimize the temperature of the food and sustain it at an appropriate level where it cannot cause damage to the food.

Carriage where the atmosphere is regulated is utilized with respiring fruits like bananas, where the gas composition and temperature in contact with the commodity should be controlled appropriately in order to regulate ripening from occurring in uncontrollable manner.

Quality of perishable products

Therefore, if perishable foods are handled appropriately within the entire food chain, quality will be maintained. Appropriate quality is judged through texture, anticipated appearance, freshness and smell. Because these characteristics alter with time, the preservation of excellent quality relies on decelerating this natural advancement appropriately. The range of alterations differs among commodities. Therefore, within the perishable food industry, TQM is required throughout the stages including transportation chain and constructive quality control system should be implemented.

Effective application of TQM system needs efficient training of the important personnel within the perishable food and carrier organizations and of quality measures enforcement personnel. Moreover, to make sure that foods are obtained from the producer while safe and sound and move to the carrier while in the same situation, there is need for surveyors to conduct independent evaluation. This evaluation will confirm the quantity, the situation and packaging integrity, availability of observable defects, temperature situations at the time of loading the product and temperatures of the carriage itself (Spriegel, 1993, p. 175).

Six Sigma

Six Sigma refers to an enterprise management strategy which seeks to advance the quality of procedure results by recognizing and eliminating the causes of problems or defects, and reducing variability in business and manufacturing processes. It utilizes a group of quality management techniques such as statistical techniques and builds a particular infrastructure of individual within a company who are proficient in these techniques. Every project of Six Sigma that is conducted within a company adopts a specific series of measures and has quantified objectives. These targets or objectives could be financial or whatever is significant to the client of that procedure. The initial step in computing sigma or in comprehending its importance is to understand what the clients anticipate. In Six Sigmas language, client needs and anticipations are referred to as critical to quality (CTQs).

For instance, an industry which is dealing with pizza, a perishable commodity, should know that the major need of the customers is timely delivery. Other needs include; temperature of the product, tastiness and accuracy of delivering the order among others. Sigma system is used to observe how well or poorly a procedure functions and to offer everyone a general method to show that measure. When a company breaches important needs of the customers, it is producing or giving room for cost, defects and complaints.

Six Sigma has six themes which are as follows; genuine center on the clients, fact-and-data driven management, procedures are found where the actions are found, proactive management and boundary-less collaboration. In Six Sigma, client focus is the major priority. Six Sigma developments or advancements are described by their effect on client satisfaction and worth. In order for an organization to move to innovative and more power level, Six Sigma adopts the idea of management by fact. Six Sigma subject starts by explaining what standards are important to measuring the performance of an organization and then collect and evaluate key variables. Then predicaments can be defined, evaluated and resolved more efficiently and permanently. Whether a company is centered in creating commodities and services, evaluating performance or advancing effectiveness and client satisfaction, Six Sigma puts the procedure as the significant vehicle of achievement. In addition, proactive management refers to creating habits from exactly what they are, explaining inspirational objectives and reexamining them regularly, setting clear priorities, centering on predicament prevention instead of threatening or firefighting, and querying why they reason of carrying out things rather than defending them blindly (Pande & Holpp, 2000, p. 7).

Similarly, Six Sigma centers on the client and develops procedures which promote higher quality services and commodities, and aggressive boundary within the market niche. Moreover, its projects might create a working surrounding which is more conducive and safer for productivity. Perishable food industry is a discipline where quality control is critical. Bearing in mind the large number of individuals consuming the food commodities, any defect can lead to critical and dangerous effects. Therefore, every food industry should implement Sic Sigma in the whole food supply chain. The following are examples of projects of Six Sigma within the food industry; minimization in distribution costs, preventing or minimizing wastage especially in perishable products, promoting consistency of food commodities transportation and productivity enhancement. Moreover, advancing delivery vehicle usage, minimization in maintenance costs, improving quality packaging, minimization in plant and machine maintenance cost and advancing obedience to schedules at collect and transportation points (Tennant, 2001, p.6).

For many years, manufacturing organizations have maintained the disputing views and competing precedencies of supply-quality and supply-chain management. For instance, within the grocery company, the need to make sure that products get to the store a soon as possible is relevant since attention is needed to ensure quality in maintained during the manufacturing procedure. Basically, the quality of manufacturing should be associated directly to supply-chain effectiveness in order that perishable products can get into the stores quickly and while they are still fresh. It has been hard for supply-quality and supply-chain management to arrive at a practical solution or comprehension because of poor communication between the individuals who are responsible for quality processes and senior management. In order for the perishable food industry to resolve these challenges they need to form quality culture which gets assistance at the lead and pervades the supply chain (Stamatis, 2004, p.1).

Similarly, in the perishable food industry, making sure that raw substance and final commodities achieve the needs and standards of the regulatory agencies could be enormously hard. In addition, industries face the challenge of the way to hold back the spiraling costs related to enormous low inventory turnover and supply chains. With larger supply chains rising from world-wide outsourcing, industries encounter or experience difficult in ensuring quality of the commodities which they get from the suppliers. Therefore, the challenge to the industries is to create a strategy where the supply-chain people will aim at the performance standards and goals in order the industry can obtain raw substances, ingredients or elements which achieve the requirements or their customers. It is significant to center on managing suppliers procedures, in order the commodities can be manufactured appropriately (Kopecky, 2008, p.1).

Therefore, in order for the perishable food industry to overcome the above challenges, they should implement Six sigma which is used to improve efficiency and effectiveness by removing defects from food processes.

Product Liability

Product liability refers to the field where suppliers, producers, retailers, distributors and manufacturers are accountable for any injuries that result from the products they deal with. The common claims related to product liability include; breach or warranty, negligence, liability, strict and several client protection claims. Most of the product liability claims are evaluated at the level of state though they differ in different states. Every form of product liability issue needs dissimilar components in order to be confirmed to present an effective claim. There are three types of product liability; marketing liability, manufacturing defect and design defect. Defects associated with manufacturing occur during processing period and involve poor workmanship and poor quality materials. Perishable food industries are continuously named within lawsuits saying because of long lasting health predicaments arising from poor diet selections formed by the plaintiff. These cases are inculcated with queries of general sense and individual initiatives. To some individuals, food consumption cases indicate the quarrelsomeness while others say that such cases illustrate a long-overdue development in societal regulation. Early product liability cases regarding perishable food companies, basically involved cases concerning; contamination of food, presence of foreign materials in food and exploding of beverage bottles or cans proceedings. Currently, lawsuits against food industry have increased and involve issues on negligence on fulfilling the requirements of the customers. Though cases associated with food consumption seem to be rising, recent examples include cases against several fast-food chains where unhealthy food is generated and as a result injuries such as obesity and any other health associated illnesses arise (White & Robert, 1996, p 51).

The potential alteration of legal measures has made some individuals to propose alterations to be made in legislation in order to stop the increased proceedings and what is perceived as an apparently minimized or declined responsibility personal initiative and of common sense. Therefore, the treat of cases within the perishable food industry has made legislature both at state and federal level to be established as a method of controlling and stopping what is perceived as frolicsome cases or lawsuits (Vargo, 2005, par. 12). For example, Topps Meat Company faced several challenges in the year 2007 because of quality failure. Approximately 21.7 million Ibs of fresh and frozen beef commodities generated between the year 2006 and 2007 by the organization were recalled in the year 2007 because they were contaminated with a bacteria referred to as E. Coli (Escherichia coli) O157:H7. During that time, this recall was the 2nd largest in the United State documentation, after the largest of 25 million Ibs of beef produced by Hudson Foods Company in the year 1997. After examination, the food sample eventually tested positive for E. coli contamination (Reiser, 2007, par. 1).

One of the goals of the Topps Meat Compan

Introduction

Pedagogy involves the performance of teaching accompanied with theories and practices that shape it. It directly links the act of teaching with culture, structure and mechanisms of student or learner control. Pedagogy may also refer to the process by which teaching activities, interactions, and assignments are structured in accordance to ideas that develop out of theories1. Pedagogy is influential when it is responsive, dynamic and flexible2. Salvatori defines pedagogy as reflexive praxis3. According to Salvatori pedagogy must be reflective, implying that a teacher should be able and willing to interrogate the reasons for theory adoption and to inform the possibility that a specific theory and the practice that implements it might not be effective at certain times or in certain circumstances4. In other words, when teachers engage in reflexive cycles that encompasses theorizing, practical use of ideas, and evaluation of results in light of specific institutional contexts and student population, thats when pedagogy is most effective. The theories and practices of pedagogy help students improve their learning experiences in a number of ways5.

Pedagogical Theory and Practice and Student Learning Experience

Our beliefs in true learning are informed by pedagogical theories and practices that were ably enumerated in the works of leading school reform researchers6. A large scale school restructuring study undertaken by Newmann and Wehlage in mid 1990s concluded that pedagogical theories and practices were necessary in improving student learning experiences7. The study identified three criterias of improving student learning experiences: one, engaging learners actively in constructive knowledge where the primary role of the teacher is to allow learners to actively engage their intellect in learning and problem solving; two, allowing learning to happen through disciplined inquiry in which learners develop deep understanding of concepts and theories through examining specific problems, applying complex forms of language for both learning and communication8; and three, ensuring that student learning experiences have value beyond measuring success in school9. Students experiences outside of learning environment should be integrated with school learning, and knowledge should extent beyond the classroom into the lives of students10.

Research on pedagogical theories and practices have had an impact on how nations have organized educational change initiatives. For instance, the state of Queensland in Australia focused their reform efforts in transforming teaching and learning efforts through New Basic Project, an integrated framework for curriculum, pedagogy and assessment11

The New Basics are clusters, families or groups of practices that are essential for survival in the worlds that students have to deal with. There are four clusters that act as curriculum organizers and are entitled, Life Pathways and Social Futures, Multi-literacy and Communication Medias, Active Citizenship, and Environment and Technologies12. These clusters are intended to assist students understand: who they are and where they are going; how they make sense of and communicate with the outside world; understand their rights and responsibilities in communities, culture and economies; and describe, analyze and shape the world around them 13.

The key features of the New Basics project included: productive pedagogies, explained as teacher practices that have a positive influence on student outcomes; productive assessment, which provides high order thinking and problem solving emphasis; and rich tasks through which learners demonstrate their understandings, knowledge and skills through performance on Trans-disciplinary activities that have obvious connection with the outside world14. There is much to learn from the research based initiative such as the New Basics Project. It offers evidence that pedagogical theories and practices are required to improve student learning experiences15.

Pedagogical Theories and Practices Helps in Motivating Students to Improve the Learning Experiences

A pedagogical theory of learning offers students learning experiences that are appropriate in a learning situation. It is a unique theory that target particular cases. Pedagogical theory commences from the single case, searches for the universal qualities, and returns to the single case. The pedagogical theorist leaves the learner symbolically in reflective thought; and engages the student in a real way to understand what is appropriate for the student every now and then16.

These theories and practices help in determining how teachers tackle student motivational matters in their learning experiences. Misapplication of pedagogical approaches in enhancing student motivational issues may undermine the entire process of learner motivation. Brennen defines motivation as the level of an effort an individual is willing to expend towards the attainment of a specific goal. According to McDevitt, motivation energizes, directs and sustains behaviour and can either be intrinsic or extrinsic 17. Motivational theories are behavioural, cognitive, humanistic, and biological.

Behavioural motivational theories are based on the contributions of operant learning theories of B.F Skinner. These theories explain the processes of enhancing the desired behaviour by applying either positive reinforcements or avoidance of negative stimuli as extrinsic forms of motivation. Cognitive motivation views stress the activation of cognitive disequilibrium as a means to motivate students to learn new concepts 18. Students are directed to behave in a manner that rediscovers equilibrium due to this state of cognitive dissonance. The cognitive theory puts more attention to intrinsic motivation and establishes circumstances where learners are stimulated to establish answers. Humanistic motivational views on the other hand, are based Maslows contributions on motivation and personality. It seeks to explain how learners endeavour to achieve five different levels of hierarchical needs. Maslow theory contends that if learners have their basic physical and safety requirements fulfilled, their needs of belongingness, self esteem, and self actualization will intrinsically improve their learning experiences19. According to achievement motivational theory, most individuals strive to attain goals they aspire to attain. On the other hand, low achievers tend to attribute failure to lack of ability and success to luck. Biological motivational view postulates that neutral activity in the brain guides individuals towards or away from particular outcomes and these synaptic events influence behavioural outcomes20.

Pedagogical theories and practices assist educators in higher education to adjust their teaching methods and philosophies to conform to the actively changing demographics from that of high school seniors to one of non-traditional students. The theories and practices encourage higher education to create an environment in which non-traditional students can enhance their learning. It maintains an environment where student and teacher dynamics are considered and implemented carefully. The underlying theories and practices of pedagogy at different levels of education, determine the type of learning experiences that learners meet in the classroom21.

Pedagogical Theories and Practices help in Encouraging Learning by Design

Kalantzis and Cope formulated pedagogical theories and practices that built in notions of learning by design22. The ultimate goal was to improve learning experiences for different categories of learners; ensuring that such experiences are meaningful and inclusive. Kalantzis and Cope were informed by Multilateralism which they helped to conceive. There work illustrates several objectives that indicate important orientation of work. These include: one, widely recognizing diverse learning needs of both learners and educators and promoting theories and practices that support student learning needs; two, improving the understanding of concepts related to the theory of Multilateralism and a capacity to incorporate ideas related to the theory to diverse teaching and learning contexts; three, enhancing multimodal techniques and practices of teaching awareness and improving teaching capacity in multimodal ways applying digital technologies where appropriate; four, improving the level of skill and knowledge of learners for the purpose of them achieving their aspirations and participate meaningfully in the peer groups and communities to which they are part and make their contributions to societies which they belong; last but not least, expanding teachers professional practice repertoires while assisting them acquire the confidence to combine and synthesize these practices appropriately23.

In general, pedagogical theories and practices highlights the important place learners and their learning needs occupy in learning by design. These theories and practices encourage and provide knowledge to educators on the need to create learning environments which engage the sensibilities of learners who are increasingly involved in digital environments and multimodal settings24. The theories and practices emphasize more on the role of the student in the learning process. Learning by design puts the student as the focal point. This is because it accommodates diverse learning needs and diverse learning preferences. Educators cannot treat all learners in the same manner25.

There must always be a convincing pedagogy and possible rationale behind it for the learning to occur in a learning environment26. Pedagogy presents the essence of schooling that under gird the entire educational sector. He contends that:

The reform of schooling must start with and be subsequently defined by pedagogical practice that is democratic. New organizational designs must emerge from pedagogy, the essence of schooling, and be shaped by it. It must not be the way it has been throughout the century, pedagogy accommodating to organization. Rather, pedagogy must create organizations structure; pedagogy must shape organizational culture. From democratic pedagogy will raise democratic organization27.

In sum, theory and practices of pedagogy is the science and art of education.

Pedagogical Theories and Practices helps in Encouraging Teaching that Builds on Students Prior Learning

Pedagogical theories and practices recognize the cultural backgrounds of students. This helps in building bridges from knowledge and discourses often neglected in school settings to the learning of conventional academic knowledge and Discourse. Much of this work is derived from cognitive and sociocognitive approaches that seek to activate the students prior knowledge and link their existing knowledge to the concepts targeted. Pedagogical theories provide teachers rich knowledge and cultural practices their students might contribute in school28. Teachers are able to build between the mainstream academic knowledge and discourse, and the knowledge and discourse that students bring to classroom once they learn about the different forms of prior knowledge or the different discursive practices their students might bring in the classroom.29

Pedagogical Theories and Practices foster Teaching that is Culturally Responsive

Theories and practices of pedagogy encourage teachers to involve all learners in the construction of knowledge. According to these theories and practices, teachers are required to be culturally responsive. Culturally responsive teachers create a learning environment in which all learners are encouraged to make sense of new ideas30. This means that students are encouraged to construct knowledge that helps them better understand the world; rather than just memorize information that is pre-digested. Teachers, who assist their students in knowledge construction, involve them actively in learning tasks that promote the advancement of thought processes, including skills of hypothesizing, predicting, comparing, evaluating, integrating, and synthesizing31.

Pedagogy encourages teachers to give students an active role in learning by involving them in inquiry projects that have personal meaning to them. For instance, Rosebery and colleagues provided a good example of this practice; as applied in a science class for Haitian students in Massachusetts32. The majority of the students in this class believed that water from the schools third floor fountains was better testing than the water from first floor fountains. The students were allowed to design and perform a blind taste experiment of water taken from several foundations to test their belief about superiority of third flour water. They were surprised to discover that two thirds of them preferred the first floor water. They expanded the experiment to include learners from other junior high school classes. The students were again surprised to discover that 88% of the sampled students preferred third floor water33. They analyzed the schools water to try and make sense of their findings, where they discovered that first floor water was 20 degrees colder than that of any other floor34. They deduced that water becomes warmer as it moves up the pipe to the third floor and concluded that temperature was the likely factor influencing the respondents water preferences35.

The involvement of the students in performing the experiment actively engaged them in learning. When these students were carrying out the tests, they asked questions, designed ways of testing their hypothesis, gathered and analyzed data, and generated explanations. Therefore, the teacher provided the students a strong motive to learn embedding learning in a meaningful activity on a topic of interest to learners. Theories and practices of pedagogy encourage students to work collaboratively in small groups of mixed ability in a manner that improves their active learning. These students are able to share the cognitive demands built into the overall task when they work in groups to solve a problem or perform a project36. Brown and Palincsar, the benefit of small group task is maximized when each student adopts a different role37& Some of the roles identified include the doer who designs plans of action or offers solutions to the problem posed, the critic who questions the ideas generated by the group, the instructor who reviews for all group members the ideas discussed, the record keeper who keeps track of the groups work, and the conciliator who settles arising disputes. Glaserfeld recommends teachers to place teachers to place their students into groups of three or four and assign the role of reporting back to the entire class to the one they consider having the least command of the topic38.

Pedagogical theories and practices encourage open dialogue which provides an opportunity for students active engagement in the construction of knowledge. It encourages effective dialogue which includes everyone, including the instructor, in a genuine exploration of questions to which none of the parties claim to know the answers. Pedagogy encourages teachers to promote a classroom environment that is conducive to conversation, both between the learners and teacher and the students themselves. It provides that students need to feel safe to ask questions, argue, and share views. Consequently, it demands for attitude of openness on the part of the teacher and a willingness to listen to the students39.

Pedagogy advocates for cultural responsive teaching that supports students knowledge construction by allowing them to assume responsibility of their learning gradually. For instance, it encourages reciprocal teaching. Reciprocal teaching requires a teacher and a group of learners to take turns leading a discussion that centres on a portion of text they are jointly trying to understand. The individual leading the discussion begins the exchange by asking questions and ends it by summarizing the main points raised in the discussion. During the discussion, students are able to clarify any comprehension difficulties and predict what would happen next. Pedagogy encourages teachers to model behaviour, keep discussions focused on content, and assist student leaders supervise the discussion to ultimate conclusion. It puts the responsibility for discussion, and learning that accompanies it on students. Students prefer seeing themselves in control of their own learning instead of the teacher. Thus, they are able to construct knowledge rather than to memorize the information40&

Pedagogy helps in building personal and cultural strengths of learners. Learning institutions alienate students when the content of learning instruction does not relate to their lives or does not invite them to apply their pre-existing knowledge and skills. Pedagogy lays down a number of strategies that teachers can utilize to improve the knowledge of their students.

Pedagogy Builds the Interests of Students in Learning

Pedagogical theories and practices offer students opportunities to pursue topics of their interest, thus, enhancing their learning experiences. This aptly engages them in learning than when topics of instruction are of little relevance to their lives. Pedagogy guides on how to successfully build on the interest of learners. In a number of occasions, teachers are called upon to teach topics that are of no apparent interest to students. Majority of the students are usually disinterested because they fail to connect how the topic relates to their lives. Pedagogy practices encourage cultural teaching and therefore teachers are able to find ways of generating interest in such topics. An elementary teacher effectively demonstrated this practice in California. The teacher was introducing the topic that focused on drought situation in the state and the need of residence to consider water conservation. The teacher admitted that the drought topic had come up in class many times, but learners had expressed little enthusiasm for it41. The teacher commenced the unit by posing the following problem to students to generate interest;

You wake up tomorrow morning, and turn on your faucet to wash your face, and no water comes out. You check your faucet in the kitchen sink, there is no water there either. You go next door to see if your can use your neighbours bathroom to wash up, but you discover they dont have water either. Then you find out that none of your neighbours has water. How would this situation affect your lives? What would it be like going without water for a week? This short introduction to learners assisted them to envision a link between the content of instruction and their personal lives. It provides the motivation the students required to explore the topic which they had expressed little curiosity before42.

Pedagogy encourages the Use of Varied Instructional Activities

Pedagogy helps responsive teachers to deliberately plan and implement instructional programs that involve all learners. Active participation in class by all students improves their learning experiences. To realize these in diverse classrooms, teachers need to have a large repertoire of strategies to represent each instructional topic. Instructional strategies may involve; mini lectures, group discussions, group projects, reciprocal teaching, peer centres and others. Pedagogy also ensures that teachers are skilled at choosing from these strategies instructional modes that are appropriate for learning experiences43. Pedagogy creates learning tasks that offer students some choice in activities and flexible time for completion.

Pedagogical Theory and Practice assists Students to Look at the Curriculum from a Multiple Perspective

Pedagogical theory and practice assists culturally responsive teachers to guide students in interrogating the curriculum critically by having them address inaccuracies and distortions in the text; and broadening it to in include multiple perspectives44. Pedagogy provides for curriculum interrogation for two main reasons; to help students from marginalized groups to overcome the sense of alienation many of them experience in school. It also prepares all students to fight all sought of inequality rather that assimilating inequitable social arrangements.

Theories and practices of pedagogy also encourage culturally responsive teaching to use varied approaches to student learning. It insists on the provision of standardized tests which offer information about how students measure to standardized educational criteria relative to others who have done the same test. A result from such tests provides insight into progress made towards equalizing educational opportunities available in society, or vice versa. In America for instance, the National Assessment Educational Program in the analysis of scores over time indicate whether the gap between the achievement of white students and that of students of colour has narrowed or widened. Such information is necessary for policy makers and educators. Pedagogy endeavours to use tests and assessment in the service of teaching and learning. Assists teachers in identifying particular strengths and weaknesses of students to assist then learn accordingly. Teachers are also able to design the most effective ways of building on what the students already know while helping them grow academically45.

Assessments are important tools of learning; tools that aid the student development of understanding. Assessments go beyond multiple choice items which focus mainly on recall of factual information. Pedagogy on the other hand encourages learning centred assessments that require learners to construct responses rather than pick the right answer. It also helps in encouraging solving problems in the real world than applying their skills in decontextualized ways. For instance, it requires students to be asked to practice their developing competences through exhibitions, debates and others. Theories and practices of pedagogy encourage culturally responsible teachers to use consistently such authentic assessments46.

Conclusion

Theories and practices of pedagogy help improve students learning experiences in diverse ways. For instance: they help in promoting the use of education research to improve the learning experiences of students; builds the environment that assists in supporting students learning experiences; raise students motivation and engagement in learning; encourages teaching that builds on students prior learning; encourages students to exercise competence and leaning by design; and promotes the use of educational research to improve student learning experiences.

Bibliography

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Beethan, H. & Sharpe, R. Rethinking Pedagogy, Routledge, New York, 2001.

Britzman, D. Practice Makes Practice: A Critical Study of Learning to Teach. SUNNY Press, New York, 2001.

Cooper, D. Learning Through Supervised Practice in Student Affairs. Routledge Mental Health, London, 2002.

Danieler, J. Teaching Selves. SUNNY Press, New York, 2001.

Daniels, H. Vgotsky and Pedagogy. Routledge, New York, 2001.

Gayle, B. Classroom Communication and Instructional Processes. Routledge, London, 2006.

Green, R. Designing Teaching Strategies. Academic Press, New York, 2002.

Hargreaves, A. Extending Educational Change. Springer, New York, 2005.

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Grant, C. & Wlodkow, R. Research and Multicultural Education. Routledge, London, 1992.

Lipman, P. Race, Class, and Power in School. SUNNY Press, 1998.

Loughman, J. Developing A Pedagogy for Teacher Education. Taylor and Francis, London, 2006.

Lyman, L. & Villano, C. Best Leadership Practices for High Poverty Schools. SUNNY Press, New York, 2006.

Jarvis, P. Theory and Practice of Teaching. Routledge, London, 2002.

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McLean, M. Pedagogy and the University. Continuum International Publishing, London, 2006.

McNamara, D. Classroom Pedagogy and Primary Practice. Routledge, New York, 1994.

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Osborn, B. Teaching Diversity and Democracy. Common Ground, New York, 2001.

Pendergast, D. & Bahr, N. Rethinking Curriculum, Pedagogy and Assessment. Allen & Unwin, New York.

Pollard, D. African Centered Schooling in Theory and Practice. Greenwood Publishing Group, London, 2000

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Footnotes

  1. Danielewitz Jane, Teaching selves, SUNNY Press, New York, 2001, p. 133.
  2. Daniel Harry, Vgotsky and Pedagogy, Routledge, New York, 2001, p. 131.
  3. Leach Jenny, The Power of Pedagogy, SAGE Publications ltd, New York, 2001, p. 188.
  4. Beethen Helen, Rethinking Pedagogy, Routledge, New York,2001, p. 1.
  5. Britzman Deborah, Practice Makes Practice: A Critical Study of Learning to Teach, Sunny Press, New York, p. 46.
  6. National Research Council, Improving Students Learning: A Strategic Plan for Education, National Academies Press, New York, p. 40.
  7. Jarvis Peter, Theory and Practice of Teaching, Routledge, London, 2002, p. 41.
  8. Samaras Anastasia, Learning Communication in Practice, Springer, New York, 2008, 106.
  9. Britzman Deborah, Practice Makes Practice: A Critical Study of Learning to Teach, Sunny Press, New York, p. 46.
  10. American Association for Teaching, Curriculum Development and Teaching Dialogue, IAP, New York, 1999, p. 158.
  11. Grant Carl, Research and Multicultural Education, Routledge, London, 1992, p.110.
  12. Nata Roberta, Progress in Education, Nova Publishers, New York, 2007, p. 83.
  13. Nata Roberta, Progress in Education, Nova Publishers, New York, 2007, p. 83.
  14. Moore Kenneth, Effective Instructional Strategies, SAGE, New york, 2005, p. 3.
  15. Pollard Diane, African Centered Schooling in Theory and Practice, Greenwood Publishing, New York, 2000, p. 207.
  16. Ginsberg Margery, Diversity and Motivation, Wiley and Publishers, New York, 2009, p. 24.
  17. Ginsberg Margery, Diversity and Motivation, Wiley and Publishers, New York, 2009, p. 24.
  18. Gayle Barbara, Classroom Communication and Instructional Processes, Routledge, New York, 2006, p. 362.
  19. Villegas Anne, Educating Culturally Responsive Teachers, Sunny Press, New York, 2008, 192.
  20. Gayle Barbara, Classroom Communication and Instructional Processes, Routledge, New York, 2006, p. 362.
  21. Loughran John, Developing A Pedagogy for Teacher for Teacher Education, Taylor and Francis, London, 2006,p. 20.
  22. Mishra Ounny, Foculty Development and Design, IAP, 2007, p. 11.
  23. Mishra Punny, Foculty Development and Design, IAP, London, 2007, p. 11.
  24. Green Robert, Designing Teaching Strategies, Academic Press, New York, 2002, p. 4.
  25. Nata Roberta, Progress in Education, Nova Publishers, New York, 2007, p. 83.
  26. National Research Council, Improving Students Learning: A Strategic Plan for Education, National Academies Press, New York, p. 42.
  27. Osborn Barry, Teaching Diversity and Democracy, Common Ground, New York, 2001, 164.
  28. Hargreaves Andy, Extending Educational Change, Springer, New York, 2005, p. 177.
  29. McNamara David, Classroom Pedagogy and Primary Practice, Routledge, New York, 1994, p. 67.
  30. Jetton Tamara, Adolescence Literacy Research and Practice, Guilford Press, New York, 2004, p. 323.
  31. Jetton Tamara, Adolescence Literacy Research and Practice, Guilford Press, New York, 2004, p. 324.
  32. Villegas Anne, Educating Culturally Responsive Teachers, Sunny Press, New York, 2008, 65.
  33. Villegas Anne, Educating Culturally Responsive Teachers, Sunny Press, New York, 2008, 192.
  34. Villegas Anne, Educating Culturally Responsive Teachers, Sunny Press, New York, 2008, 65.
  35. Villegas Anne, Educating Culturally Responsive Teachers, Sunny Press, New York, 2008, 65.
  36. Michael Sarah, Ready Set Science, National Academic Press, New York, 2008, p. 158.
  37. Villegas Anne, Educating Culturally Responsive Teachers, Sunny Press, New York, 2008, 75.
  38. Nata Roberta, Progress in Education, Nova Publishers, New York, 2007, p. 83.
  39. Cooper Diane, Learning Through Supervised Practice in Students Affairs, Routledge Mental Health, London, 2002, 2002, p. 51.
  40. Villegas Anne, Educating Culturally Responsive Teachers, Sunny Press, New York, 2008, 94.
  41. Villegas Anne, Educating Culturally Responsive Teachers, Sunny Press, New York, 2008, 25.
  42. Stern Barbara, Curriculum and Teaching Dialogue. IAP, London, 2005, p. 24.
  43. Ortony Andrew, Metaphor and Thought, Cambridge University Press, Cambridge, 1993, p. 588.
  44. Pendergast Donna, Teaching

Introduction

The objective of this chapter is to describe the methodology employed by this study to collect and analyze data. Reyes (2004) recommends Watkins (1994) research methodology, which involves seven steps:

novelty of the problem; investigators interest in the problem; practical value of the research to the investigator; workers special qualification; availability of the data; cost of investigation and; time required for the investigation. (p. 3)

While considering all these aspects, one of the most important issues in conducting the social research is to find a way of getting the focus on the different aspects like the problem statement, conceptualizing the theory and choosing the research design.

Denzin and Lincoln (1998) states that a researcher is independent to engage any research approach as long as the method engaged enables him or her to complete the research and achieve its objectives. However, it is essential that a researcher should consider the nature of the research inquiry and the variables that have an impact on the research process. The researcher has to evaluate the appropriateness of the methodology as to its ability to find plausible answers to the research questions within the broad context of the nature and scope of the research issue.

For the current research on media financial discourse reference to the collapse of Lehman Brothers, considering the research issue under study, a qualitative method of discourse analysis is the main method employed by this study. This chapter presents a description of the research method and discusses the salience, merits and demerits of the method adopted. The chapter also presents a theoretical framework adopted in this study.

Research Method and Design

As noted from the preceding chapters, the main purpose of this study is to examine the financial crisis of 2008-2010 on public discourse with regard to the collapse of Lehman Brothers. The study is qualitative in nature and largely involved the use of secondary data to provide the information needed to analyze public discourse on the collapse of Lehman Brothers. Polkinghorne (2005) states that qualitative research is a research method that extensively rely on language data.

According to Shrank (2002), qualitative research is a form of systematic empirical inquiry into meaning (p. 5). Qualitative research thus follows a planned, ordered and public approach grounded in the world of experience to understand others perception of their experiences (Geothals, Sorenson & MacGregor, 2004). This means that qualitative researchers study things in their natural settings, attempting to make sense of, or interpret, phenomena in terms of the meanings people bring to them (Denzin & Lincoln, 2000, p. 3). As Firestone (1987) observes, qualitative research endeavors to understand reality from the actors point of view.

According to Marshall and Rossman (1995), the qualitative research is based on collection of data from different sources and the data already collected forms the basis for reporting the findings of the study and making recommendations. The study involved a critical review of newspaper articles on the case study as well as a critical review of scholarly articles on the 2008-2010 financial crisis to provide background information on the topic.

While newspaper articles provided primary data for the study, secondary formed the basis for literature review. The use of secondary data in social research is in harmony with a number of researchers who emphasized the need for thorough literature review as the first step in virtually all research studies (Neuman, 2003; Gratton & Jones, 2003). Cohen (1996) stated that the use of primary data in any research study accrues the researcher several advantages including: collection of spontaneous data; data collected is a true reflection of the speakers views and; the event being communicated has real-world experiences (p. 391-2). Newspaper texts are firsthand expressions of the writers linguistic ability and provided an appropriate data for qualitative analysis of the case.

Many researchers have recognized the benefits of qualitative research in social inquiry (Conger, 1998; Bryman et al., 1984). Reading in the scripts of previous authors, Geothals, Sorenson & MacGregor (2004) summarized the advantages of qualitative research methodology as follows:

flexibility to include unexpected ideas and examine processes effectively; sensitivity to contextual factors; ability to study symbolic dimensions and social meaning and; increased opportunities to develop empirically supported new ideas and theories, for longitudinal and in-depth exploration of phenomena, and for more relevance and interest for practitioners. (p. 2)

Similarly (Matveev, 2002) summarized the strengths of qualitative research to include:

ability to obtaining a realistic feel of the world that lacks in quantitative research; flexible approach to data collection and analysis; presentation of a holistic view of the case under investigation; interactive approach to research and; descriptive capability of data. (par. 14)

Unlike quantitative research that mainly undertakes surveys and generalizes finding to the whole population, qualitative research studies subjects holistically to understand the interaction between their experiences and perspectives. Besides qualitative inquiry ensures that there is a close distance between the researcher and the case under study hence information generated is often rich, naturalistic, and context-bounded (Bullock, Little & Millham, 1992). In this regard, Borg and Gall (1989) emphasizes that the aim of qualitative research is to generate unique knowledge with regard to specific context or individual. Given these benefits, qualitative research remained the most appropriate paradigm in this study.

Despite its many benefits, qualitative research paradigm also has some weaknesses, which Matveev (2002) summarized as:

Possibility of deviation from the original research objective; different researchers are likely to arrive at different conclusions using the same information depending on their personal characteristics; inability to explore causal relationship between phenomena; possibility of non-consistent conclusions due to difficulties in explaining the difference between quality and quantity of information obtained from different respondents; explanation of targeted information requires high level of experience and; lack of consistency and reliability given the flexible nature of qualitative research. (par. 15)

Matveev (2002) thus advised that qualitative research should be preferred only if it is the most appropriate paradigm to explore the phenomenon under study.

Undertaking an analysis of the public discourse in the 2008-2010 financial crisis requires a methodology that allows for flexibility and in-depth exploration of the topic hence the rationale for qualitative approach. The topic under study is qualitative in nature mainly guided by the what and how type of questions as it examines the effects of the 2008-2010 financial crisis on public discourse in the United States hence the rationale for qualitative research as such type of questions are likely to generate qualitative responses. The targeted data for this study is qualitative and thus undertaking a quantitative analysis of the same is impossible.

Having discussed the research methodology of this study, the focus now turns to the research design employed in this study. Creswell (1998) (as cited in Polkinghorne, 2005) proposed different designs for qualitative research including phenomenology, ethnography, grounded theory, case study, and biography (p. 137). This study used the case study research design. While this study intended to examine the effects of the 2008-2010 financial crisis on public discourse in the United States, the study took a case study design approach and only concentrated on the collapse of Lehman Brothers.

Tellis (1997) recommends case study design for studies that require a holistic, in-depth investigation of a phenomenon. The topic under study required an in-depth analysis to be able to analyze the immense literature on this topic hence the appropriateness of case study design. Further, case studies are based on real world phenomenon hence easy to investigate compared to research designs based on assumed models. A case study design is thus the most appropriate in studying the effects of the recent financial crisis on public discourse in the United States. Besides, the topic under study generated immense literature that would be cumbersome to analyze if the topic was addressed as a whole. In this regard Feagin et al. (1991) observes that:

The case study offers the opportunity to study these social phenomena at a relatively small price, for it requires one person, or at most a handful of people, to perform the necessary observations and interpretation of data, compared with the massive organizational machinery generally required by random sample surveys and population censuses. (p. 2).

Narrowing down the study to the collapse of Lehman Brother ensured that the researcher works with manageable volume of literature. Working with a pre-defined sample also minimized chances of sampling bias that might occur if the researcher is to pick from a variety of cases.

Despite its strengths, qualitative case study designs also have several weaknesses. Guba and Lincoln (1981) argues that case study research is likely to face serious ethical problems since the researcher has control over the data collected and thus could only collect what he/she deems important in the case. Case study designs are also associated with limitations in terms of validity, generalizability, and reliability (Guba & Lincoln, 1981).

As Hamel (1993) observes, case studies have been criticized for its lack of rigor in data collection and analysis, and lack of representativeness (p. 23). The researcher was well aware of these limitations, but still found a case study design as the most appropriate in this study. The massive volume of information available under this topic could only be handled using a case study approach.

Using the above mentioned research method and design; the population for analysis in this study included all the news paper articles on the 2008-2010 financial discourse published in The New York Time and The Wall Street Journal during 2008 to 2010. However, the analysis only considered articles on the collapse of Lehman Brothers. As Tellis (1997) observed, case study research does not require any sampling since the researcher has to collect as much information as possible from the subjects in the case.

The researcher thus analyzed as much articles as could be found so long as they were within the sample frame to be able to examine the various linguistic-rhetorical features present in them. The choice of this sample frame was guided by the topic under study, which focuses on case study analysis of articles on the collapse of Lehman Brothers. The sample framework consisted of 324 articles from The New York Times and 441 articles from The Wall Street Journal during the three years of financial crisis.

Data Collection

The main purpose of data collection in any research study is to gather important information about a phenomenon that can guide in the explanation of its important features. Qualitative data collection seeks to gather information that can be used to explore issues and understand them including their influence on peoples way of thinking and their life in general. Different research paradigms utilize different data collection tools to achieve this purpose.

Quantitative research uses tools like surveys for data collection. Qualitative research, on the other hand, uses such data collection tools as participant observations, field interviews, archival records, and documents among others. Unlike quantitative data that is usually numerical, qualitative data avails itself in the form of written and spoken language hence requiring data collection tools that are able to capture such type of data. As Polkinghorne (2005) observed, language data are interrelated words combined into sentences and sentences combined into discourses (p. 138). In this regard, Boojihawon (2006) states that qualitative research can use any of the following data collection methods: 

  1. documents,
  2. archival records,
  3. interviews,
  4. direct observation,
  5. participant observation
  6. artifacts (p. 72).

Either the researcher can use a single or a combination of these or other methods for data collection and the selection of data collection method shall rely on the nature of research proposed to be undertaken. In this study, the researcher used the single data, which are printed texts from newspapers to reply the research questions of the study.

The data collection methods for this research included information retrieval from archival records, and other documents for completing the research. The quality of data collected determines the validity and reliability of the research findings.

There are only few tenets, which define the mission of data collection in qualitative research. According to Polkinghorne (2005), the mission of qualitative data collection is to provide evidence for the experience it is investigating (p. 38). Each research study has to use a data collection method, which fits into the research methodology chosen by the researcher. The goals of both quantitative and qualitative research studies are to make the most of responses from the participants and to enhance the accuracy of the results to the maximum extent possible.

Taylor-Powell & Renner (2003) explain that qualitative data consists of words, expression and observation as compared to quantitative data that consists of numbers. Analysis of qualitative data requires creativity, discipline and systematic approach. They further illustrates that there is no single way to analyze the qualitative data; however, the basic approach is to use content analysis. Discourse analysis in this paper is to count and code of various rhetorical and linguistic features that occur throughout the selected articles in The New York Time and The Wall Street Journal during 2008 to 2010.

During the process of data collection, the study predominantly relied on a particular type of data: the texts in discussion of the collapse of Lehman Brothers that appeared in two leading U.S. newspapers over the period of 2008-2010. Specifically, these texts came from the U.S. newspapers- The New York Times and The Wall Street Journal. The New York Times is generally thought to be more liberal while The Wall Street Journal is viewed as more conservative. Therefore, writers political ideologies that reflected from their writings are also reviewed and analyzed.

The researcher relied on the help of a useful database tool- Factiva to aid the process of data collection. Owned by Dow Jones & Company, Factiva is a commercial research and information tool that aggregates content from both licensed and free sources, and provides organizations with search, alerting, dissemination and other information management capabilities. Factiva provides access to volumes of a variety of sources including newspapers, journals, magazines, photos, television and radio scripts among others (Dow Jones website, 2011). Using Factiva, individuals, companies, organizations are able to access over 28, 500 sources from 200 countries in 25 different languages (Dow Jones website, 2011).

The research settled a time range from January 1st, 2008 to December 31st, 2011. The researcher was able to generate volumes and volumes of newspaper articles on the 2008-2010 financial crisis. The search was then refined to focus on financial markets and banks and eventually narrowed to the case study, Lehman Brothers. To obtain data on the case study the researcher combined Lehman Brothers and financial crisis as key words search, and settled on newspaper articles in which these two key phrases appeared either in headline or in the first paragraph. By this method, the researcher achieved 324 articles from The New York Times and 441 articles from The Wall Street Journal during the three years of financial crisis.

Theoretical Framework and Data Analysis

Before discussing the data analysis approach used in this study, it is imperative to discuss the theoretical framework of this study to guide in the understanding of the data analysis process of the study.

Theoretical Framework

Discourses play a critical role in influencing peoples way of perceiving a phenomenon. A theoretical framework in discourse analysis must thus be able to address why and how discourses influence the society as well as provide guidelines for tracing possible changes in discourses regarding the same topic in the same society (Fuchs & Graf, 2010). Discourses are constantly modified to depict various changing aspects of the society through a process that Fuchs & Graf (2010) describes as re-signification as illustrated in fig. 1 below.

Process or Re-signification.
Figure1: Process or Re-signification.

The theoretical framework presented in figure 1 postulate that re-signification process occurs when there is a successful activation of inter-subjectively shared norms (Fuchs & Graf, 2010). Fuchs & Graf (2010) also asserts that the success of re-signification process depends on both the speakers discursive power and the reception of the articulation (p. 5).

The theoretical framework of discourse analysis presented above borrows from Foucaults theory of discourse. In Foucaults view, discourses are intertwined in power and stretches over all facets of public life in a network format (Fuchs & Graf, 2010). In his theory Foucault argues that discourses define the area of the true and through this exercise societal power (as cited in Fuchs & Graf, 2010, p. 7).

Guided by Foucaults theory of discourse, Keller (2005) conceptualized discourse as practices, which systematically form objects of which they are talking (translated by Fuchs & Graf, 2010, p.7). This theoretical statement formed the starting point of this study and considered discourse as specific sets of statements as reality constituting moments (Fuchs & Graf, 2010, p.7). The articulation of discourses is guided by principles and standards that Foucault referred to in his theory as norms. Norms influence how people act and express themselves as it determines what can be said in a society without fear of sanctions (Fuchs & Graf, 2010).

In this regard, recourse on norms triggers a set of values and ideas, based on well-established foundations of knowledge, present in public discourse (Fuchs & Graf, 2010). It is through recourse on norms on public discourse that potential changes in the meaning of discourses become possible hence the process of re-signification. The norms shaping public discourses are either dominant or marginal.

Dominant norms may persist over a long period of time, but may as well be discredited hence lose their value in shaping public discourse. Similarly, marginal discourse may only apply to a certain context and varnish with time, but become significant again when a context similar to the one they were used appears. For instance, financial crisis is a phenomenon that may appear once after decades. The marginal norms used in the previous discussion may as well resurface when another financial crisis appears, the same way some prominent norms used in the discussion of the previous crisis may become less prominent in the new financial crisis.

This constant change in norms has a direct influence on both the behaviour of the actor and the recipients hence the process of re-signification (Fuchs & Graf, 2010). The success or failure of the process of discourse re-signification is in turn influenced by the powers of institutional frames. Only the occupation that takes a powerful position of a discourse will be heard in the discursive swarm (Fuchs & Graf, 2010). For instance, the public discursive swarm of the 2008-2010 financial crisis was dominated by the media due to their powerful discourse position. Therefore, the norms that shaped the discussion were mainly from the media society.

In summary, discourses are statements that are used by people to express their ideas about real world phenomenon. They are controlled by norms which change over time and thus presenting the possibility of modification of discourse through a process known as re-signification of discourse. The success or failure of the process of re-signification is influenced by the powerful positions of the actors in the discursive swarm.

Data Analysis

This stage of the analysis has taken a deliberately broad sweep of the data to try to get an overview of the most significant episodes and characteristics and to attempt to relate them about the impact of the financial crisis specifically the failure of Lehman Brothers on financial discourse in the U.S. Data analysis is a critical stage in any research study as it directly influences the interpretation and understanding of findings.

Researchers are thus advised to use the right techniques that are in matching with the research objective, methodology and design. The theoretical framework adopted by the researcher determined the appropriate data analysis tools. From its theoretical framework and objective, this study intended to carry out a discourse analysis of the 2008-2010 financial crisis in the U.S. with a focus on the collapse of the Lehman Brothers. The researcher thus found it appropriate to use discourse analysis technique for purposes of data analysis in this study. Foucault (1976) defined discourse as the expression and configuration conditions of the society at the same time (as cited in Fuchs & Graf, 2010, p. 7).

The theoretical framework of discourse offers a broad perspective for understanding the relationship between norms and discourse. As Fuchs & Graf (2010) asserted, understanding the implications of a discourse for policy and society in general call for an understanding of the norms activated in it. Norms also influence how discourses are articulated to express experiences regarding a phenomenon in the society. While discourse theory is broad and elaborative, its translation into discourse analysis requires a distinction between the theoretical framework and empirical analysis.

In this regard, Keller (2005) argues that: discourse analysis is a master frame for the micro-oriented analysis of language in use, which is based on pragmatic linguistics and conversational analysis (p. 2). Therefore, discourse analysis is differentiated from discourse theory in that while the theory provides the theoretical guideline for studying discourses, discourse analysis is more concerned with the scientific analysis of the linguistic components of spoken and written experiences.

This study borrowed from Jäger (2001) and utilized an analysis approach that critically evaluated the discourses in the recent financial crisis. Jäger (2001) provides a procedural framework for the analysis of discourses using the assumption that structures that create discourse are detectable, changeable, and influence what is conceived as being true (as cited in Fuchs & Graf, 2010, p. 9). Jäger thus provided five steps for discourse analysis namely:

  1. the analysis of the institutional frame of the discourse;
  2. examination of the text at the surface to evaluate the modalities of the statement;
  3. identification of linguistic-rhetorical means used in the text;
  4. explanation of content-ideological statements;
  5. integration of findings from different steps. (as cited in Fuchs & Graf, 2010, p. 10).

Applying Jägers approach however proved a bit complex in this study, a situation which forced the researcher to modify it in such a manner that was less complex and easy to work with. The researcher had to modify step two of Jägers discourse analysis since it proved difficult to undertake a text surface analysis of the various information presented as data to be analyzed in this study.

This was partly due to the fact the researcher used online versions of the newspaper articles, most of which omitted graphical illustration common in hard copy versions of the same. For this reason, the researcher modified the second step to capture content analysis as opposed to Jägers text surface analysis. Content analysis was found to be more significant in this study than text surface analysis.

Modification of Jägers discourse analysis framework in congruent with Fuchs & Graf (2010) who also observed that application of Jägers surface text analysis requires advanced analyses processes and that content analysis is much more significant than surface text analysis especially when trying to build an understanding of the context. As Fairclough (1989) maintained, any discourse analysis should follow the following three dimensions: description, interpretation, and explanation. A modification of Jägers surface text analysis to capture content analysis thus ensured that all these requirements are met.

Given the large volume of data analysed in this study, the researcher opted for a digital qualitative data analysis, which used MAXQDA. MAXQDA is software that is able to read through volumes of qualitative data and perform an analysis based on the instructed command. The software is also able to code information hence making the data analysis process less tedious. However, researchers have to organize their data in a logical format that is easy for the software to operate with.

For purposes of this analysis, data was first categorised into two broad categories based on the source of the information namely; The New York Times and The Wall Street Journal. The data was further categorized into subsets to ensure that information was arranged in years. A discourse analysis was then carried out as follows using Jägers discourse analysis framework.

The first step in the data analysis involved the categorization of articles based on their institutional frame. As Fuchs & Graf (2010) emphasized, a comprehensive discourse analysis requires an understanding of the institutional frame in which a text has appeared (p. 12). An analysis of the institutional frame provides leading information on the intended audience of the article as well as a first understanding of the message in the article.

Categorization of texts in terms of institutional frame also provided an understanding of how institutional norms influence the articulation of discourse. While The New York Times is considered liberal by its readers, The Wall Street Journal is considered conservative. The researcher, therefore, believed that such believes must have influenced the articulation of discourses in texts published in each of the newspapers discussing the same topic.

The second step in the data analysis process involved an analysis of the contents of various newspaper articles discussing the collapse of Lehman Brothers following the recent financial crisis. Unlike the first step, the second step concentrated on the analysis of linguistic contents of the articles, which included both an analysis of ideological statements and linguistic-rhetorical instruments in the texts.

This was achieved through a comparative analysis of linguistic aspects of selected articles on Lehman Brothers. The process involved coding of similar linguistic-rhetorical aspects as well as ideological statements in the texts to be able to analyze how they affected the discussion of the recent financial crisis during the chosen period. Content analysis also provided a framework for examination of the developments in discourse presentation of financial crisis over the years. This was examined by undertaking an analysis of the developments in the presentation of the discussion of the collapsed Lehman Brothers from 2008 through 2010.

The third step involved a critical analysis of linguistic-rhetorical instruments to expose the various textual routines used in the articles. Textual routines include such linguistic styles as metaphors and ellipses, which are basically used to perform certain operations in a text. According to Jäger (2001), identification of textual routines provides additional information necessary for the understanding of discursive threads in an article (as cited in Fuchs & Graf, 2010, p. 17).

The fourth step involved identification and explanation of ideological statements in the articles analyzed. As Fuchs & Graf (2010) observed, ideological statements portrays mans ideas about his conceptualization of societal normality and truth as expressed in writing. Identification of such statements aids in the interpretation of the meaning in texts (Jäger, 2001). Common ideological statements in texts are analogies and decouplings (Fuchs & Graf, 2010).

While analogies represent similarities in articles, decouplings represent contrasts in the articles. Identifying similar and contrasting ideas in the articles discussing the 2008-2010 financial crisis with a focus on the collapse of Lehman Brothers provided an understanding of how peoples ideas about a phenomenon in the society can either differ or remain the same.

The final step in this analysis involved an integration of the findings from each step in the data analysis process to provide a summarized representation of the findings of the study. This stage also involved the interpretation on the 2008-2010 financial crisis with reference to the collapsed Lehman Brothers. It is also at this stage that the researcher was able to determine whether the study managed to find answers to all the research questions or not. The findings of the study are presented through such graphical illustrations as graphs and pie charts. A comprehensive discussion of the findings from the data analysis process will be presented in the succeeding chapter of this discussion. A discussion of findings is then followed by a summary of finding and finally conclusion and recommendations to sum up the study.

Research Limitations

The researcher believed that the most appropriate approach for this study is a case study analysis. While case study designs narrows down a study to a manageable scope, this study may be limited in its approach as a case study analysis of the public discourse on the collapsed Lehman Brothers may leave out other important linguistic aspects of the general topic. The limitations of case study design have been addressed earlier in this chapter.

The findings of this study may thus not be applicable to other cases under the broad topic of study. The study is also limited by time given the large volume of data to be analyzed within a short time. Some important articles may be left out while trying to reduce the information to a manageable size. Analyzing the linguistic contents of the texts also required a manual analysis of the information, which required a high level of expertise and was time consuming as well. The researcher, however, managed to overcom

Company Overview

Established in 2011 and based in Sohar, Orpic is owned by the Government of the Sultanate of Oman and is currently one of the largest players in the Middle East oil and gas industry. The company offers a wide range of petroleum products, including fuels and plastics, for both domestic and international customers. Orpic identifies accountability, safety, and reliability as three of its core strategic values (Orpic n.d.). The company aims to be a leading performer in Oman and the global oil and gas industry and to ensure the sustainable growth of its business in the future (Orpic n.d.). Based on this, Orpic continues to expand its operations and invest in new units that can add to the enterprises strengths and maximise its competitive advantages.

Problem and Purpose Statement

The present-day business environment is changing more rapidly than ever, and the global oil and gas industry faces some major challenges due to a plethora of modern developmental trends. These challenges pose multiple threats as well as opportunities to businesses, and the way companies respond to them today will largely define their competitive position in the future. The main questions that Orpic and its rivals must answer when choosing their strategic orientations and making strategic choices are how to deliver larger volumes of energy to satisfy the increasing demand of the growing population, and how to deliver it more efficiently and make energy itself cleaner, safer, and of higher quality?

In order to find the right solutions to the stated problems, Orpic must primarily focus on deciding which business units to invest in in order to meet the market requirements and which to reduce in order to minimise the exposure to different environmental threats. Therefore, the present report has the purpose of presenting the results of a strategic industry and macro-environment analysis and utilise them for outlining and evaluating different developmental scenarios and strategic solutions. An ultimate goal of this management report is to propose the best investment solution for the enterprise that will help it achieve a better, sustainable competitive advantage in the future.

Overview of Possible Scenarios

Industry Development in Accordance with the Paris Agreement

As the results of the PESTEL analysis presented in Appendix A demonstrate, the trend for environmental sustainability is one of the dominant nowadays and, in the first scenario, it drives the global economic development and cooperation among different states as they strive to comply with the 2015 Paris Agreement. In accordance with this international legal document, more developed countries support the less developed ones in the efforts to build ecologically friendly and resilient infrastructures and foster environmental justice worldwide (United Nations 2019). Since new, value-driven, friendly alliances are established, many of the international tensions, which previously often threatened the economic stability and growth, simmer down, and new opportunities for more efficient use of resources and generation of mutual benefits for different states are captured more easily.

Along with other members of the Paris Agreement, Oman develops more domestic policies and projects to support the transition to green energy options and reduce greenhouse gas emissions. As a governmentally owned enterprise, Orpic plays one of the vital roles in the transition. The number of public-private partnerships aimed at increasing the share of solar and wind energy sources to Omans energy mix rises. As the consumer demand for green technologies and renewable sources of energy rises, they become less costly and more competitive compared to traditional non-renewable sources of energy, including coal and oil. Moreover, in the era of sustainable globalisation, people prefer purchasing electric vehicles, and, therefore, the demand for petroleum products steadily decreases. As such, the ability to provide safer, cleaner, and greener services and products in the energy sector become the primary value and the main competition driver.

Depletion of Oil Resources

Depletion of oil reserves is one of the major environmental threats identified in the SWOT analysis presented in Appendix B. Thus, in the second scenario, instead of the vision for sustainable global development, a terminal decline in crude oil supply and a consequent threat to economic stability become the major drivers in the change process. The global oil and gas industry explores alternatives to oil. Some of those alternatives may be cleaner, whereas others may be as dangerous to the environment and climate as oil.

China and Japan show interest in Methane Hydrates extraction and technological advancement that facilitates the extraction process. It becomes more feasible for them and other fuel-poor nations to add this unconventional fossil to their overall energy supply mix (Jones 2017). Nevertheless, methane is a greenhouse gas and considered to play a pivotal role in the warming of the planets climate (United Nations 2014). Therefore, although Methane Hydrates extraction becomes more widespread in the given scenario, such alternative as liquefied natural gas (LNG) gets more competitive not merely because it is regarded as a cleaner option compared to oil and coal but also because the promotion of this resource is beneficial for countries with substantial natural gas reserves, including the United States, China and Argentina (Raffaini et al. 2014).

The LNG market booms in this scenario also because, compared to solar power and wind power systems, technologies for the treatment of natural gas are relatively less costly. Natural gas is considered the perfect partner for renewables, considering that it is more accessible (Dudley 2018, p. 26). Moreover, since the renewable energy market is growing much slower, its output is not enough to meet the growing demand for electricity and fuels of both the domestic and the global populations. Based on this, although the orientation to environmental sustainability contributes to the creation of competitive advantages in the second scenario, cost-efficiently is similarly and even more important.

Continued Use of Fossil Fuels

The third scenario refers to the situation in which countries across the globe do not undertake joint efforts to shift towards more sustainable energy consumption, and the major oil and gas companies existing nowadays continue to dominate the market and compete with each other by offering oil-based products. In contrast with the first scenario, the third one is not associated with a decline in international tensions. Since countries are primarily driven by competition in their decisions and actions, they strive to generate benefits primarily for themselves and fail to design policies and alliances that could foster economic growth and prevent environmental injustices on the global scale.

In this scenario, industry development is substantially driven by aspirations for cost efficiency and profitability. Since the use of alternative energy sources is not widespread, green technologies do not become economically viable. However, innovation remains an important driver of competitive advantage in the oil and gas industry as new technologies allow reducing waste and operational deficiencies, increase output and improve the quality of final products.

Strategic Solutions

Integration of Renewable Energy Technologies

The integration of renewable energy technology is the most favourable for Orpic in the first scenario and, moreover, is the most suitable as the discussed global environment makes those technologies economically competitive and commercially viable. The largest international competitors in the oil and gas industry will steadily become greener and invest more and more in the biofuel market, as well as solar and wind power generation, since it is considered to play a major role in meeting the Paris Agreement goal of limiting global warming (Bradford et al. 2017). Therefore, in order to compete in the global market and add value to customers and other stakeholders, Orpic will need to follow the trend and, preferably, lead it.

The greening of internal systems and a shift towards the generation of cleaner sources of power produces multiple social benefits. For instance, as air pollution becomes lower, detrimental impacts of fossil energy use on health will become fewer, and, as a result, healthcare costs can substantially drop (Bradford et al., 2017). Considering this, environmental leadership in the oil and gas industry can be regarded as a form of corporate social responsibility (CSR) that, according to Smith (2007), serves as a source of sustainable competitive advantage.

Commitment to CSR allows building unique and positive relationships with stakeholders, resembling a partnership, and gaining their trust because it implies the establishment of a dialogue with consumers and other interested parties or the utilisation of other tools for gathering information about their vital interests and needs (Smith 2007). As noted by Smith (2007), the major benefit of SCR is the development of a positive corporate image, which consequently can translate in increased profit and firm value, greater customer and employee satisfaction, and other advantages. Therefore, the design and implementation of a strategy that will align product and service innovation with environmental and social consideration can be beneficial for Orpic.

At the same time, it is clear that renewables integration into the firms systems and product range is associated with multiple challenges, and the first one is related to finance. On the global scale, in order to meet the objective set by the Paris Agreement, international parties will need to invest $40 trillion in clean energy research, development, demonstration and deployment by 2050, which equates to nearly $1 trillion a year (Bradford et al. 2017). It is worth noticing that compared to upstream and midstream sectors in the oil and gas industry, the downstream sector and oil refining usually have the lowest volumes of investment capital at their disposal  roughly $50 billion a year compared to $600-900 billion and $150 billion in the abovementioned segments respectively (Bradford et al. 2017). However, Bradford et al. (2017) indicate that these numbers show that the capital markets are still capable of integrating renewable energy into all sectors of the oil and gas industry. It is also valid to say that, as a governmentally owned enterprise, Orpic may have much more financial support needed for a feasible transition than private companies.

Other challenges to the integration of renewable sources of power into petroleum production are the variability of power generation by using windmills and solar panels and other operational considerations. Ericson, Engel-Cox, and Arent (2019) note that petroleum refineries operate 24 hours every day of the week, under different weather conditions and, therefore, cannot depend on sun and wind alone. To reduce the risk of power generation variability in renewable energy systems, a reliable backup system is needed that would incorporate diesel generators, gas turbines, or battery storage (Ericson, Engel-Cox & Arent 2019). This can significantly increase the complexity of the power supply system along with operational, maintenance, and investment costs. Secondly, operational complexity requires the development of new skills and knowledge in personnel (Ericson, Engel-Cox & Arent 2019). Thus, the high costs of staff training must be taken into account as well.

Nevertheless, it is valid to say that the benefits of integrating renewable energy systems in Orpic outweigh possible costs in the first scenario. However, it may be less feasible to realise this investment project in the second and third scenarios in which fossil fuels remain highly competitive. For this reason, Orpic must consider other options as well, and one of them is the expansion of operations in the LNG market.

Investment in LNG

The demand for LNG across different markets has been increasing in recent years and, therefore, by investing in natural gas liquefaction, Orpic will become able to capture a major revenue stream. Natural gas, also known as shale gas, has some major advantages compared to other energy sources. As stated by Mulcahy (2015), gas plants are generally less capital-investment intensive than those fuelled by coal or nuclear power and even on a full cost basis, they are competing against other power generation alternatives such as renewables (p. 273). Moreover, compared to solar and wind energy technologies, power generation through natural gas is more reliable since it does not depend on climatic conditions. Nevertheless, it does not mean that the integration of the LNG systems for gas transportation and distribution can be less cost-intensive than the integration of renewables.

Currently, Orpic has a well-developed internal capacity for crude oil treatment and production of liquefied petroleum gas (LPG) that is primarily distributed in the domestic market (Orpic 2013). However, LPG differs from LNG in many of its properties and, therefore, requires an absolutely different approach. For instance, since natural gas is lighter than air, it should be stored in the form of a super-cooled (cryogenic) liquid and, for this reason, specialised equipment and adapted infrastructure are needed to store and distribute LNG (Alternative Fuel Systems Inc. n.d.). It means that in order to work with LNG, Orpic will have to renovate its facilities and pipeline networks or even build new ones.

The social costs of natural gas should also be taken into account when making an investment decision. First of all, it has a greater environmental value than coal and is regarded as a clean substitute for the latter (Ishwaran et al., 2017). However, it should be emphasised that the use of LNG can produce greater environmental benefits merely if the practice of coal-burning becomes steadily eliminated while the rate of LNG utilisation is growing (Ishwaran et al., 2017). Thus, in order to maximise the benefits of shifting towards LNG on the global scale, it is important to address current policy deficiencies and work jointly with other states to make sure that they undertake efforts to abandon coal mining and burning. In this way, it is valid to conclude that natural gas is incomparable to renewables in its environmental values. Thus, LNG is also less efficient in reducing social costs linked to air pollution and global warming, including individuals psychological and physical suffering due to disease, excessive healthcare expenses, and so forth.

Regardless of the relatively high social, environmental, and general investment costs of LNG, it is associated with a significant demand potential and is promising in terms of generating greater profits in the future. As reported by Cooper, Stamford, and Azapagic (2016), natural gas consumption will triple by 2035, and the natural gas reserves could add about 7299 trillion cubic feet to the total global gas reserves. This volume will be larger than that of the conventional gas reserves, which currently equates to 6614 trillion cubic feet (Cooper, Stamford & Azapagic 2016). As for Oman, the proven volume of its natural gas reserve is 23 trillion cubic feet (EIA 2019). Compared to Russia and Iran, whose reserves stand for 1688 and 1191 trillion cubic feet, respectively, the size of Omani natural gas supply seems rather small (EIA 2019). However, considering that both Russia and Iran are involved in diplomatic and geopolitical conflicts at the present moment, their opportunities to develop long-term relationships with potential LNG importers are limited. Conversely, with access to the domestic natural gas resources and by increasing its capacity for gas liquefaction, Orpic will be able to turn into one of the important players in the global LNG market.

Investment in Innovation and Technology for Greater Production Efficiency and Risk Reduction

The third of the possible strategic solutions is the investment in the modernisation of internal systems and technological advancement in order to maximise Orpics current oil refining potential. It is valid to say that the implementation of the organisation-wide innovation strategy is one of the best ways to stimulate business growth in the last of all the outlined scenarios  Continued Use of Fossil Fuels  which excludes the shift towards unconventional sources of energy, including renewables and LNG. At the same time, innovation can be realised in the other two scenarios as well since it is inherently connected with the integration of renewables and other new practices. The difference is merely in the overall focus and, in the third scenario, it is made on the generation of such a competitive advantage as technological know-how that can help produce such values as increased cost- and operational efficiency and improved quality of final products.

As stated by Andronova and Osinovskaya (2017), as well as Ibrahimov (2018), the orientation towards innovation should be deeply integrated into the organisations strategy and should be supported by targeted research and development (R&D) projects and partnerships. There is a wide range of opportunities that Orpic can explore in order to increase innovation. Some of them are the establishment of partnerships with universities and private enterprises with technological expertise and the development of organisational, entrepreneurial units. For instance, partnerships with private enterprises lead to the development of scientific and technological potential, promote knowledge advancement and more rapid materialisation of scientific ideas (Akhmetshina & Mustafin 2015). Private companies with narrow specialisation in the high-tech industry often have much more expertise than governmental organisations and, thus, with their assistance, the implementation of various innovation projects becomes less risky and costly and usually results in greater commercial success (Akhmetshina & Mustafin 2015).

As technological trends outlined in Appendix A demonstrate, the integration of automation and robotics becomes widespread across different industries. The benefits of such an initiative include more efficient use of resources, increased safety, and better quality of work and the final product (Hashim, Tariq & Sinha 2014). It means that with the help of automation, it is possible to reduce costs and increase output. Moreover, it allows adding extra values to stakeholders by minimising their exposure to various production hazards. Such outcomes are in line with both current and expected future market requirements for cheaper and higher-quality products and Orpics strategic orientations to become the leader in the global oil and gas industry.

Recommended Solution

It can be suggested for Orpic to pursue the integration of renewables and the greening of internal operations at the present moment due to several reasons. First of all, renewables are reported to be the fastest-growing fuel in history, with an annual rise in demand of 7% (Dudley 2018). Even though the second scenario  the Depletion of Oil Resources  seems to be more realistic and it is appropriate to expect that international oil and gas corporations will be mainly oriented towards a higher diversification in the energy mix rather than the transition to exclusive use of solar and wind power, the demand for clean energy sources will still more likely be on the rise due to increasing environmental concerns.

Secondly, Oman currently shows a greater commitment to environmental protection and initiation of various renewable energy projects, such as joint solar-panel ventures between the Oman Investment Fund and Ningxia Zhongke Jiaye New Energy and Technology Management Co. and between Petroleum Development Oman and Marubeni Consortium, than to the development of LNG projects (Oxford Business Group 2018; Climate Action 2017). It means that during the integration of renewables, the company will be provided with institutional support. Moreover, governmental and organisational orientation towards sustainable development is correlated with greater public awareness of ongoing problems related to environmental deterioration and climate change. As stated by Hermawati and Rosaira (2017), stakeholder awareness is one of the critical factors defining the effectiveness of renewable energy technology projects. It is valid to say that this factor will help Orpic communicate the values associated with the suggested green leadership strategy to domestic and international customers and will allow maximising competitive advantages from this initiative.

It is also worth noticing that, just like oil, natural gas is a fossil fuel and a non-replenishable source. Therefore, an increase in its utilisation will inevitably contribute to the depletion of reserves and global warming in the long run. Therefore, an investment in LNG would become merely a short-term solution and would eventually be counterproductive to the Paris Agreement targets and Omans environmental protection efforts. At the same time, early investment in renewables will allow Orpic to gain greater experience curve benefits over time. As noted by Lilien and Yoon (1990), the experience curve effect increases the first entrants cost advantage and profit potential (p. 569). As one of the leaders in the oil and gas industry that will happen to work with clean energy sources, Orpic will also be able to build greater trustworthiness, reputation, and positive image, which can be regarded as crucial, intangible strategic assets.

Reputation and corporate image play a critical role in defining customers motivation to purchase from companies. Better reputation is associated with lower perceived interaction risks or, in other words, it is correlated with the level of trust one shows to another person or any other entity (Adeosun & Ganiyu 2013). In the case of an early entrance into the renewable energy market, Orpic will gain a reputation not only through obtaining greater expertise than its rivals in the global oil and gas industry but also by demonstrating social and environmental accountability. The proposed solution will result in a significant decrease in onsite greenhouse emissions and increased energy use efficiency at Orpic, which will add more value to consumers and will increase the attractiveness of the companys products in the global market (Ericson, Engel-Cox & Arent 2019). It is also valid to say that the initiative will help the firm attract more socially responsible international strategic partners. In its turn, this outcome will result in many other competitive advantages across different operational segments.

Besides that, by following the pioneering market entry mode, Orpic will gain significant competitive advantages by renovating its operations and integrating renewable power across its facilities. Pioneering is closely linked with innovativeness increase that, in its turn, leads to greater competitiveness potential. Nevertheless, the advantages that first-movers obtain usually do not last for too long and diminish when rivalry and the number of competitors following the same ways of development and entering the same market becomes higher (Lilien & Yoon 1990). It means that for better and more sustainable innovation outcomes in terms of its competitiveness, Orpic will need to pursue innovation and excellence on a continual basis in the future.

Strategic Management through Joint Venturing

Overall, the demand potential and the identified Orpics critical success factors make it clear that the strategic window for utilising renewable energy sources and undertaking the green leadership approach is now optimal. However, it is possible to say that the company does not have all the necessary competencies and knowledge to manage the integration of renewables well at the present moment. Therefore, it may bear substantial financial losses during the transition. In order to reduce these risks, it may be recommended for the enterprise to apply the joint venturing strategy similarly to Petroleum Development Oman that commenced building a solar photovoltaic power plant together with the Japanese Marubeni Corporation (Oxford Business Group 2018). This joint venture will allow Petroleum Development Oman to generate clean power for its own use at a lower cost than when purchasing it from another company.

The term joint venture can be defined as an agreement between two or more legally independent companies, which pool their capabilities and resources together to a shared business (Ahmed & Ahmed 2013, p. 232). The major advantages of this strategy are greater access to necessary specialised resources, opportunities to employ the partners expertise, and shared liability (Ahmed & Ahmed 2013). Nevertheless, the establishment of a joint venture also implies that Orpic will not have absolute control over operations, and there is also always a risk of cultural and vision clash among partners. Thus, in order to choose an enterprise to work with during the integration of renewable energy sources, Orpic will need to carry out extensive research of the solar and wind power market and choose a partner with matching leadership and management styles, shared goals and visions.

Appendix A: PESTEL Analysis

Political In Oman, the government entirely controls the natural resources, and thus, the factor of political stability is particularly important for all companies operating in the Omani oil and gas industry. Currently, the untested succession plan can be regarded as the primary political risk even though the monarchy is expected to retain power throughout 2019-2023 (The Economist 2019, para. 1). Secondly, involvement in geopolitical conflicts is detrimental to business growth. Although Oman aims to maintain positive relations with all sides involved in the wider Middle East tensions, the intensification of conflict in Yemen, as well as the diplomatic crisis between Saudi Arabia and Qatar, can destabilise Omans current neutral position (Goldsmith 2018).
Economic According to the Economist (2019), in Oman, real GDP will gradually pick up in 2021-23 as a result of rising oil output and the increasing contribution of the renewable energy sector in the economy (para. 1). Noteworthily, with an increase in international oil prices, the Omani hydrocarbon sector has contributed 30% to its total economic growth (Oman 2019). Nevertheless, in recent years, oil prices, as well as demand for oil and petroleum products in the country, have been highly volatile (Khan 2017; Oxford Business Group 2019). Moreover, global economic growth has been decelerating throughout 2018 and 2019 due to trade tensions and stricter monetary policies (Xu & Bell 2019).
Social The growth in the middle-class population is expected in the following decades, along with an increase in the consumption rate (Lukoil n.d.). Moreover, the global population continues to grow and is expected to reach a size of 8.9 billion by 2040 (Raffaini et al., 2014). Along with this, an ideological shift on the global scale is currently observed as consumers have become more informed and commenced demanding more environmentally friendly products and services (Pitatzis 2016). A behavioural trend for efficient consumption of energy is on the rise as well.
Technological Development of the Methane Hydrates extraction technology provides an opportunity to exploit a new source of energy by 2030, whereas advancements in drilling, robotics, automation, laser technologies and others allow increasing operational efficiency (Pitatzis 2016). At the same time, the increasing use of electric vehicles is observed (Dudley 2018).
Environmental It is estimated that production of heat and electricity by burning coal, natural gas, and oil contributes 25% to total gas emissions, transportation  14%, and other operations within the energy section, such as drilling and refining,  10% (the United States Environmental Protection Agency 2017).
Legal The Paris Agreement is one of the main legal documents that can directly affect the global oil and gas industry since it aims to limit the global temperature rise to 1.5-2 degrees Celsius and the volume of greenhouse gas emissions (United Nations 2019).

Appendix B: SWOT Analysis

Threats

  • The burning of fossil fuels is one of the major contributors to global warming.
  • Easy-to-reach global oil reserves are depleting more rapidly while the demand for energy increases (Ericson, Engel-Cox & Arent 2019).
  • An increasing preference for electric vehicles can undermine the demand for oil and gas products.
Orpic Weaknesses

  • The company works exclusively with LPG, which is not clean and environmentally friendly.
  • The downstream segment in the oil and gas industry is one of the most energy-intensive and is associated with the highest rate of greenhouse gas emissions compared to other segments (Ericson, Engel-Cox & Arent 2019).
Opportunities

  • Renewables are the fastest-growing fuel in history, with an annual rise in demand of 7% (Dudley 2018).
  • There is an increased interest in other unconventional sources of energy, including Methane Hydrates and LNG.
  • It is observed that the global demand for energy is expected to increase by 60% (Likkasit et al. 2016, p. 897).
Orpic Strengths

  • The company is committed to environmental sustainability and is provided with governmental support.

Reference List

Adeosun, LPK & Ganiyu, RA 2013, Corporate reputation as a strategic asset, International Journal of Business and Social Science, vol. 4, no. 2, pp. 220-225.

Ahmed, RSH & Ahmed, SSH 2013, The future of joint ventures: literature review, International Journal of Business and Management Studies, vol. 5, no. 2, pp. 230-240.

Akhmetshina, ER & Mustafin, AN 2015, Public-private partnership as a tool for development of innovative economy, Procedia Economics and Finance, vol. 24, pp. 35-40.

Alternative Fuel Systems Inc. n.d., Whats the difference between CNG, LNG, LPG and Hydrogen?, Web.

Andronova, IV & Osinovskaya IV 2017, The role of innovative decisions in the development of oil and gas companies, International Journal of Energy Economics and Policy, vol. 7, no. 2, 346-351.

Bradford, T, Davidson, P, Rodman, L & Sandalow, D 2017, Financing solar and wind power: insights from oil and gas.

Climate Action 2017,