You are on page 1of 11

INTE 2013 Proceedings Book Volume 1.

Rome / ITALY

WK,QWHUQDWLRQDO&RQIHUHQFHRQ1HZ+RUL]RQVLQ(GXFDWLRQ

+RZGRWHDFKHUVHYDOXDWHWKHLUWUDLQLQJRQWKHQHZ3RUWXJXHVH
ODQJXDJHFXUULFXOXPLQEDVLFHGXFDWLRQ"
6XVDQD0LUD/HDO -RVp&DUORV3HUHLUDE)LORPHQD0RUDLV
D
8QLYHUVLW\RIWKH$]RUHV'HSDUWPHQWRI(GXFDWLRQDO6FLHQFHV
5HVHDUFK&HQWHURQ(GXFDWLRQ±8QLYHUVLW\RI0LQKR³3RQWD'HOJDGD$]RUHV´3RUWXJDO

13
E
%DVLF6FKRROORI/DJRD³/DJRD$]RUHV´3RUWXJDO
F
%DVLF6FKROO&DQWRGD0DLD³3RQWD'HOJDGD$]RUHV´3RUWXJDO

$EVWUDFW

7KLVFHQWXU\KDVEURXJKWXSRQVLJQLILFDQWFKDQJHVLQ3RUWXJXHVHODQJXDJHFXUULFXOXPLQ3RUWXJDORQHRIWKRVHZDVWKH
DSSURYDORIDQHZV\OODEXVIRUEDVLFHGXFDWLRQ 5HLV ,QRUGHUWRKHOSWHDFKHUVXQGHUVWDQGWKHQHZFXUULFXODUJXLGHOLQHV
DQGFKDQJHWKHLUWHDFKLQJDQGDVVHVVPHQWPHWKRGRORJLHVWKH%XUHDXIRU,QQRYDWLRQDQG&XUULFXOXP'HYHORSPHQWRUJDQL]HG
DWUDLQLQJSURJUDPZKLFKLQYROYHGWHDFKHUVIURPWKHYDULRXVVFKRROVHGXFDWLRQDOF\FOHVDQGUHJLRQVRI3RUWXJDO
20
6RPHZHUHIURPWKH3RUWXJXHVH$XWRQRPRXV5HJLRQVRI$]RUHVDQGWKH\EHFDPHUHVSRQVLEOHIRUFRQGXFWLQJWKHWUDLQLQJ
SURFHVVLQWKHDUFKLSHODJRXQGHUWKHVXSHUYLVLRQRIWKH5HJLRQDO6HFUHWDU\RI(GXFDWLRQDQGDXQLYHUVLW\SURIHVVRU
7KDWWUDLQLQJSURFHVVVWDUWHGLQDQGLWZDVRUJDQL]HGLQWKUHHSKDVHV3KDVHVRQHDQGWZRODVWHGIURPWR
7KH\LQYROYHGDSSUR[LPDWHO\HLJKWGR]HQVRI3RUWXJXHVHODQJXDJHWHDFKHUVIURPHLJKWLVODQGVRIWKHDUFKLSHODJRDQGKDOID
GR]HQ RI IRUPHUV 7KH SURFHVV LQFOXGHG FODVVURRP WUDLQLQJ DQG GLVWDQFH OHDUQLQJ SODQQLQJ WDVNV GLGDFWLF PDWHULDO
FRQVWUXFWLRQDQGH[SHULPHQWDWLRQDVZHOODVSHHUZRUNLQVFKRROV7KHWKLUGSKDVHODVWHGIURPWR,WZDVPRVWO\
EDVHGRQSHHUZRUNLQVFKRROVXQGHUWKHVXSHUYLVLRQRIWKHWHDFKHUVZKRSDUWLFLSDWHGLQWKHSUHYLRXVSKDVHV
7KLVSURFHVVLVQRZEHLQJUHVHDUFKHGLQRUGHUWRDQDO\]HWHDFKHUV¶UHSUHVHQWDWLRQVRQLWVRUJDQL]DWLRQUHOHYDQFHLPSDFW
DQGFRQVWUDLQWVDVZHOODVRQWKHQHZFXUULFXOXPJXLGHOLQHV FKDQJHVDGHTXDF\DQGGHPDQGV 
,W XVHV D PL[HG PHWKRGRORJ\ EDVHG RQ FRQWHQW DQDO\VLV RQ GRFXPHQWV SURGXFHG E\ WKH WHDFKHUV ZKR SDUWLFLSDWHG LQ WKH
WUDLQLQJ SURFHVV SRUWIROLRV UHSRUWV DQG GLGDFWLF VHTXHQFHV  DQG WKHLU WHVWLPRQLHV RQ RQOLQH IRUXPV DV ZHOO DV RQ D
TE
TXHVWLRQQDLUHWHVWUHVXOWVDQGDVWXG\FDVH
:HKHUHSUHVHQWVRPHSUHOLPLQDU\UHVXOWVRQKRZWHDFKHUVHYDOXDWHWKHWUDLQLQJSURFHVVEDVHGRQFRQWHQWDQDO\VLVRQWKHLU
LQGLYLGXDOUHSRUWV


.H\ZRUGVWHDFKHUWUDLQLQJFXUULFXOXPFKDQJHV3RUWXJXHVHODQJXDJHFXUULFXOXP

,1752'8&7,21

7KLVKDVEHHQTXLWHDEXV\FHQWXU\RQZKDWFRQFHUQVODQJXDJHHGXFDWLRQLQ3RUWXJDO6LQFHWKHPLQLVWHUV
IN

RI HGXFDWLRQDO DIIDLUV KDYH DSSRLQWHG VHYHUDO ZRUN JURXSV ZKHWKHU WR SURGXFH QHZ V\OODEXV IRU 3RUWXJXHVH
ODQJXDJHFODVVHVLQVHFRQGDU\HGXFDWLRQ &RHOKR DQGEDVLFHGXFDWLRQ 5HLV ‚RUWRHVWDEOLVK
WKHHVVHQWLDOFRPSHWHQFHV3RUWXJXHVHODQJXDJHFODVVHVVKRXOGSURPRWHLQEDVLFHGXFDWLRQ 0( ÁDQGWKH

&RUUHVSRQGLQJDXWKRU7HO
(PDLODGGUHVVOHDO#XDFSW

 ,Q3RUWXJDOEDVLFHGXFDWLRQLVRUJDQL]HGLQWKUHHVWXG\F\FOHV VWF\FOHLQFOXGHVJUDGHVWRQGF\FOHFRPSULVHVJUDGHVDQGDQG
‚

 F\FOHLQFRUSRUDWHVJUDGHVWR DQGVHFRQGDU\HGXFDWLRQFRPSULVHVJUDGHVWR
UG

Á
7KH1DWLRQDO&XUULFXOXPIRU%DVLF(GXFDWLRQ±(VVHQWLDOVNLOOVwassubsequently repealedby Order 17169/2011December 23.

1404 www.int-e.net
INTE 2013 Proceedings Book Volume 1. Rome / ITALY

OHDUQLQJJRDOVLWPXVWDFKLHYH 0( DQGWKHFXUULFXODUJRDOVLWVKRXOGSXUVXH 0(& RUWRFKDQJH


WKHOLQJXLVWLFWHUPLQRORJ\ 'HFUHH'HFHPEHU DQGDGMXVWLWDIHZ\HDUVODWHU '*,'& RU
WRHVWDEOLVKWKHXVHRIWKH3RUWXJXHVH/DQJXDJH6SHOOLQJ$JUHHPHQWLQVFKRROV 5HVROXWLRQQRIWKH&RXQFLORI
0LQLVWHUV-DQXDU\ †
1RW RQO\ WKHUH KDYH EHHQ PDQ\ FKDQJHV LQ WKH DUHD DV WKRVH KDYH EHHQ VLJQLILFDQW DQG FKDOOHQJLQJ IRU
WHDFKHUV HYHQ PRUH EHFDXVH WKH\ DUH QRW DOZD\V FRQVLVWHQW )RU H[DPSOH WKH FXUULFXODU IUDPHZRUN IRU
3RUWXJXHVH ODQJXDJH LQ VHFRQGDU\ HGXFDWLRQ &RHOKR   FOHDUO\ PRYHG DZD\ IURP WKH OLWHUDU\ DQG
FXOWXUDOWUHQGVWKDWODVWHGIRUORQJLQODQJXDJHWHDFKLQJLQ3RUWXJDODQGHPEUDFHGDFRPPXQLFDWLYHDSSURDFKQRW
ZLWKRXWVRPHGLVFRPIRUWDQGFRQWHVWDWLRQLQWKHPHGLDE\VRPHVFKRODUVDQGQDWLRQDOLQGLYLGXDOLWLHV 
7KH FXUULFXODU IUDPHZRUN IRU 3RUWXJXHVH ODQJXDJH LQ EDVLF HGXFDWLRQ VKRZV KRZHYHU WKDW WKHUH LV QR UHDO

13
FRQVHQVXVRQWKHJRDOVWKHDUHDVKRXOGSXUVXHIRUDVLWFODLPVIRUDQ³  HIIHFWLYHSUHVHQFHRIOLWHUDU\WH[WVLQ
ODQJXDJH WHDFKLQJ YDOXHG DV WHVWLPRQLHV RI DQ DHVWKHWLF OHJDF\ QRW WR EH WUHDWHG DV PHUH W\SRORJLFDO FDVHV
VLPLODU WR RWKHUV ZLWK OHVV FXOWXUDO GHQVLW\  ´ 5HLV  S   LW VWDWHV WKDW ODQJXDJH FODVVHV VKRXOG YDOXH
³   HVVHQWLDO DVSHFWV RI ODQJXDJH XVH XQGHUVWDQGLQJ GLVFRXUVH YHUEDO LQWHUDFWLRQ UHDGLQJ DV D UHJXODU DQG
FULWLFDO DFWLYLW\ FRUUHFW PXOWLIXQFWLRQDO DQG W\SRORJLFDOO\ GLIIHUHQWLDWHG ZULWLQJ DQG OLQJXLVWLF DQDO\VLV ZLWK
PHWDFRJQLWLYHSXUSRVHV´ 5HLVS 
,QIDFWWKHDUHDKDVEHHQTXLWHYRODWLOHGHSHQGLQJRQSROLWLFDOLGHDVDQGGHFLVLRQVWKDWVRPHWLPHVUHLQIRUFH
WKH UROH RI HGXFDWLRQ LQ GHYHORSLQJ IXQGDPHQWDO VNLOOV DV WKH 3RUWXJXHVH ODQJXDJH IUDPHZRUN IRU VHFRQGDU\
HGXFDWLRQ &RHOKR   RU WKH 1DWLRQDO &XUULFXOXP IRU %DVLF (GXFDWLRQ 0(   LOOXVWUDWH RWKHUV

LQGLFDWH 0( 
20
IRFXVHV SULPDULO\ RQ WKH DFTXLVLWLRQ RI NQRZOHGJH DQG FRQWHQW DV WKH &XUULFXODU *RDOV IRU EDVLF HGXFDWLRQ

,Q VKRUW WKHVH KDYH EHHQ FKDOOHQJLQJ WLPHV IRU PRWKHU WRQJXH ODQJXDJH WHDFKHUV LQ 3RUWXJDO 6XFK WXUPRLO
GHPDQGV FRQVWDQW XSGDWLQJ DQG JUHDW FRPPLWPHQW DQG UHVLOLHQFH $FNQRZOHGJLQJ WKDW WKH KHDGV RI HGXFDWLRQ
ERWK RQ D QDWLRQDO DQG D UHJLRQDO OHYHO KDYH RUJDQL]HG VRPH WUDLQLQJ SURJUDPV WR KHOS WHDFKHUV FRSH ZLWK
FXUULFXODUFKDQJHVDQGLPSURYHWKHOLWHUDF\OHYHOVLQWKHFRXQWU\
,W ZDV VR EHWZHHQ  DQG  ZKHQ WKH 0LQLVWU\ RI (GXFDWLRQ FDUULHG RXW WKH 1DWLRQDO 3URJUDP RQ
3RUWXJXHVH7HDFKLQJ±31(3 2UGHU-DQXDU\ ,QYROYLQJRQO\WHDFKHUVIURPWKHVWF\FOHRIHGXFDWLRQ
IURPWKHFRQWLQHQWDOUHJLRQV 0DGHLUDDQG$]RUHVZHUHQRWLQFOXGHG 31(3ZDVEDVHGRQWKHRQHKDQGRQWKH
WUDLQLQJE\FROOHJHDQGXQLYHUVLW\SURIHVVRUVRIVFKRROWHDFKHUVZKRWKHQEHFDPHUHVSRQVLEOHIRUFDUU\LQJRXW
TE
WKHIRUPDWLYHSURFHVVRIWKHLUFROOHDJXHVLQWKHLUVFKRROVJURXSVRIVFKRROVWKURXJKWKHPHVHVVLRQVRQODQJXDJH
WHDFKLQJ LVVXHV DQG WXWRULDO VHVVLRQV LQ ZKLFK WKH\ VXSHUYLVHG WKHLU FROOHDJXHV¶ ZRUN LQ FODVVHV WKURXJK
REVHUYDWLRQDQGDQDO\VLV ‚‚
IN

†
 The /DQJXDJH 6SHOOLQJ $JUHHPHQW was ratified E\ Portugal Angola Brazil Cape Verde Guinea-Bissau Mozambique São
Toméand East Timor, in 2008

Onthis issue\RXPD\readDionísio&Castro(2UJV RUMiraLeal 2012).
†† 2Q31(3\RXPD\UHDG5DSRVR  

1405 www.int-e.net
INTE 2013 Proceedings Book Volume 1. Rome / ITALY

$QRWKHUH[DPSOHRIVXFKWUDLQLQJSURJUDPVZDVWKHKRXUFRXUVHSURPRWHGE\WKH%XUHDXIRU,QQRYDWLRQ
DQG&XUULFXOXP'HYHORSPHQWEHWZHHQ2FWREHUDQG0D\7KLV7UDLQLQJ3URJUDPIRU)RUPHUVRQWKH
3RUWXJXHVH/DQJXDJH6\OODEXVIRU%DVLF(GXFDWLRQ 5HLV LQYROYHG3RUWXJXHVHODQJXDJHWHDFKHUVIURP
WKHQGDQGUGF\FOHVRIEDVLFHGXFDWLRQIURPDOORYHUWKHFRXQWU\LQFOXGLQJ0DGHLUDDQG$]RUHV7KHFRXUVH
ZDVRUJDQL]HGLQWRIRXU PRGXOHVFRPELQLQJGLVWDQFHOHDUQLQJWKURXJKDQHOHDUQLQJSODWIRUP ZLWKFODVVURRP
WUDLQLQJLQ/LVERQZLWKWKHDXWKRUVRIWKHQHZ3RUWXJXHVHODQJXDJHV\OODEXVIRUEDVLFHGXFDWLRQ 5HLV DQG
H[SHUWVLQGLGDFWLFVDQGOLQJXLVWLFVIURP3RUWXJXHVHXQLYHUVLWLHV

 7HDFKHUV¶WUDLQLQJRQWKHQHZ3RUWXJXHVHODQJXDJHV\OODEXVIRUEDVLFHGXFDWLRQLQ$]RUHV

13
6L[ WHDFKHUV IURP WKH $XWRQRPRXV 5HJLRQ RI $]RUHV WRRN SDUW LQ WKDW WUDLQLQJ SURJUDP DQG ZHUH WKHQ
DSSRLQWHGE\WKH5HJLRQDO6HFUHWDU\RI(GXFDWLRQWRXQGHUWDNHWKHWUDLQLQJRIWKHLUSHHUVLQ$]RUHVLQRUGHUWR
SUHSDUH WKHP IRU WKH LPSOHPHQWDWLRQ RI WKH QHZ 3RUWXJXHVH ODQJXDJH V\OODEXV IRU EDVLF HGXFDWLRQ 8QGHU WKH
VFLHQWLILF VXSHUYLVLRQ RI D SURIHVVRU IURP WKH 8QLYHUVLW\ RI $]RUHV WKH 5HJLRQDO &RPPLVVLRQ IRU WKH
,PSOHPHQWDWLRQRIWKH3RUWXJXHVH/DQJXDJH6\OODEXVIRU%DVLF(GXFDWLRQGHVLJQHGDWUDLQLQJSURJUDPDGMXVWHG
WR UHJLRQDO VSHFLILFLWLHV WHUULWRULDO GLVFRQWLQXLW\ DQG ILQDQFLDO UHVWUDLQWV  DQG FXUULFXODU JXLGHOLQHV QDPHO\ WKH
5HJLRQDO&XUULFXOXPIRU%DVLF(GXFDWLRQDQGWKH5HJLRQDO5HDGLQJ3ODQ
7KHWUDLQLQJSURJUDPLPSOHPHQWHGLQWKH$]RUHVZDVRUJDQL]HGLQWKUHHSKDVHV3KDVHVRQHDQGWZRGLUHFWO\

20
LQYROYHG DURXQG  WHDFKHUV IURP WKH VW QG DQG UG F\FOH RI EDVLF HGXFDWLRQ IURP  RI WKH  LVODQGV RI WKH
DUFKLSHODJR DQG LQGLUHFWO\ PDQ\ RI WKHLU VFKRRO SHHUV ZKR SDUWLFLSDWHG LQ ZRUNLQJ VHVVLRQV LQ VFKRROV 3KDVH
WKUHHWRRNSODFHLQVFKRROVDQGLQYROYHGWKHWHDFKHUVZKRZHUHWHDFKLQJWKHQHZV\OODEXVXQGHUWKHVXSHUYLVLRQ
RIWKRVHZKRKDGGLUHFWO\SDUWLFLSDWHGLQSKDVHVRQHDQGWZR
3KDVHRQHWRRNSODFHLQVFKRRO\HDU,WLQFOXGHGKRXUVRIFODVVURRPWUDLQLQJDQGKRXUVRI
GLVWDQFHOHDUQLQJDVZHOODVZRUNLQJVHVVLRQVLQVFKRROVRUJDQL]HGDQGFRQGXFWHGE\WKHWHDFKHUVLQYROYHGLQWKH
SURJUDPLQZD\VIRXQGILWWRHDFKFRQWH[W7KLVSKDVHDLPHGPRVWO\WRKHOSWHDFKHUVXQGHUVWDQGWKHRUJDQL]DWLRQ
RIWKHQHZ3RUWXJXHVHODQJXDJHV\OODEXVIRUEDVLFHGXFDWLRQLWVNH\FRQFHSWVDQGSULQFLSOHVDQGPHWKRGRORJLFDO
RSWLRQVDVZHOODVWRSURPRWHVKDULQJDQGGLVFXVVLRQEHWZHHQWHDFKHUVRQWHDFKLQJSULQFLSOHVDQGPHWKRGRORJLHV
ERWKLQFODVVURRPWUDLQLQJVHVVLRQVLQVFKRROVDQGRQWKHHOHDUQLQJSODWIRUP
TE
)RUFODVVURRPWUDLQLQJWHDFKHUVZHUHRUJDQL]HGLQWRWKUHHJURXSVDFFRUGLQJWRWKHLUJHRJUDSKLFORFDWLRQ(YHQ
WKRXJKWKHUHZDVDFRPPRQDFWLRQSODQIRUDOOJURXSVLWZDVWKHQDGMXVWHGWRHDFKJURXS¶VQHHGVFRQFHUQVDQG
GLIILFXOWLHV 7KDW OHG WR GLIIHUHQW JURXS G\QDPLFV DV ZHOO DV WR WKH RUJDQL]DWLRQ RI FRPSOHPHQWDU\ LQLWLDWLYHV
VXFKDVDZRUNVKRSRQWKHQHZOLQJXLVWLFWHUPLQRORJ\ZLWKH[SHUWVIURPGH8QLYHUVLW\RI$]RUHV
&ODVVURRPVHVVLRQVLQYROYHG WKHDQDO\VLVRIWKH QHZ V\OODEXVDV ZHOODVGLGDFWLF PDWHULDOVSURYLGHGE\WKH
%XUHDX IRU ,QQRYDWLRQ DQG &XUULFXOXP 'HYHORSPHQW VXFK DV DQQXDO SODQV GLGDFWLF VHTXHQFHV DQG *XLGHV WR
LPSOHPHQW WKH V\OODEXV RQ 5HDGLQJ 6LOYD %DVWRV 'XDUWH  9HORVR   :ULWLQJ 1L]D 6HJXUD  0RWD
  2UDOF\ 6LOYD 9LHJDV 'XDUWH  9HORVR   DQG *UDPPDU XVH &RVWD &DEUDO 6DQWLDJR  9LHJDV
 
'LVWDQFHOHDUQLQJXVHGDQHOHDUQLQJSODWIRUP,WDLPHGDWFODULI\LQJWKHWUDLQLQJSURFHVVSURPRWHWKHDQDO\VLV
IN

DQGGLVFXVVLRQRQWKHQHZV\OODEXV¶NH\FRQFHSWVSULQFLSOHVDQGPHWKRGRORJLFDORSWLRQVRQWKHPHIRUXPVDQG
HQFRXUDJH WHDFKHUV IURP GLIIHUHQW HGXFDWLRQDO F\FOHV VFKRROV DQG LVODQGV WR VKDUH LGHDV GLIILFXOWLHV WHDFKLQJ
SUDFWLFHVDQGSURMHFWV
7HDFKHUV¶HYDOXDWLRQRQSKDVHRQHZDVEDVHGRQWDVNDFFRPSOLVKPHQWDQGLQWHUDFWLRQLQFODVVURRPVHVVLRQV
FRQWULEXWLRQVWRRQOLQHIRUXPVUHVXOWVRQDQRQOLQHWHVWRQWKHQHZFXUULFXODU IUDPHZRUN IRUPRQOLQH DQGDQ
LQGLYLGXDOSRUWIROLR
3KDVHWZRZKLFKWRRNSODFHLQVFKRRO\HDUZDVDIIHFWHGE\DVHWRIFRQVWUDLQWV7KHJRYHUQPHQWDO
GHFLVLRQ WR SRVWSRQH WKH LPSOHPHQWDWLRQ RI WKH QHZ V\OODEXV WR WKH IROORZLQJ VFKRRO \HDU WR PDNH LW
VLPXOWDQHRXV ZLWK WKH LPSOHPHQWDWLRQ RI WKH 3RUWXJXHVH /DQJXDJH 6SHOOLQJ $JUHHPHQW LQYDOLGDWHG WKH LQLWLDO
WUDLQLQJSODQZKLFKLQFOXGHGDFOLQLFDOVXSHUYLVLRQSURFHVVRIWKHLPSOHPHQWDWLRQRIWKHQHZV\OODEXVLQVFKRROV

1406 www.int-e.net
INTE 2013 Proceedings Book Volume 1. Rome / ITALY

7KHWUDLQLQJSURJUDPKDGWREHUHGHVLJQHGDQGPDGHILWWRWKHQHZFLUFXPVWDQFHV%HFDXVHRIWKDWWKH5HJLRQDO
6HFUHWDU\RI(GXFDWLRQWRRNWRRORQJWRLQIRUPVFKRROVRQKRZWKHWUDLQLQJSURJUDPZRXOGSURFHHGDQGVFKRROV
GLGQRWRUJDQL]HWHDFKHUV¶VFKHGXOHVLQRUGHUWRIDFLOLWDWHWKHLUSDUWLFLSDWLRQLQWKHWUDLQLQJSURFHVVZKLFKPDGHLW
YHU\GLIILFXOWWRFUHDWHFROODERUDWLYHG\QDPLFVLQVFKRROVLQDV\VWHPDWLFEDVLV,WDOOGHSHQGHGRQWHDFKHUV¶JRRG
ZLOODQGWLPHDYDLODEOH7KHSURFHVVZDVWKDQEDVHGPRVWO\LQGLVWDQFHOHDUQLQJ DOVRIRUILQDQFLDOUHDVRQVJLYHQ
WHDFKHUV¶JHRJUDSKLFDOGLVSHUVLRQ 
7KLVSKDVHLQFOXGHGWHDFKHUV¶SDUWLFLSDWLRQLQWKHPHIRUXPVRQWKHPRRGOHSODWIRUPDQGWKHFRQVWUXFWLRQDQG
WHVWLQJRIWHDFKLQJSODQV GLGDFWLFVHTXHQFHV DQGPDWHULDOVXQGHUWKHVXSHUYLVLRQDQGIHHGEDFNRIWKH5HJLRQDO
&RPPLVVLRQIRUWKH,PSOHPHQWDWLRQRIWKH3RUWXJXHVH/DQJXDJH6\OODEXV7HDFKHUV¶HYDOXDWLRQLQWKLVSKDVHZDV
WKHUHIRUHEDVHGRQWKHTXDOLW\RIWKHLUSDUWLFLSDWLRQRQWKHGLIIHUHQWRQOLQHIRUXPVWKHLUDELOLW\WRSODQWHVWDQG

13
LPSURYHGLGDFWLFVHTXHQFHVDQGPDWHULDOVDFFRUGLQJWRWKHQHZV\OODEXVDQGWKHLUFULWLFDODQDO\VLVRQWKHWUDLQLQJ
SURFHVV LQGLYLGXDOUHSRUWV 
3KDVHWKUHHWRRNSODFHLQDQG,WZDVFDUULHGRXWLQVFKRROVDQGZDVVXSHUYLVHGORFDOO\
E\WKHWHDFKHUVZKRKDGEHHQLQYROYHGLQSKDVHRQHDQGWZRZKRZRUNHGZLWKWKHLUSHHUVRQWKHLPSOHPHQWDWLRQ
RIWKHQHZV\OODEXVKHOSLQJWKHPSODQWKHLUOHVVRQVDQGFUHDWHGLGDFWLFPDWHULDOV

 5HVHDUFKPHWKRGRORJ\

20
7KH WUDLQLQJ SURFHVV GHVFULEHG DERYH LV QRZ XQGHU DQDO\VLV LQ D UHVHDUFK SURMHFW DLPLQJ WR DQDO\]H WHDFKHUV¶
UHSUHVHQWDWLRQV RQ WKH WUDLQLQJ SURJUDP¶V RUJDQL]DWLRQ LWV UHOHYDQFH IRU WKHLU XSGDWLQJ DQG FXUULFXOXP
XQGHUVWDQGLQJLWVLPSDFWRQWKHLUSODQQLQJDQGWHDFKLQJSUDFWLFHVDV ZHOODVRQFROODERUDWLYH ZRUN LQ VFKRROV
DQG WKH FRQVWUDLQWV WKH\ H[SHULHQFHG DORQJ WKH URDG ,W DOVR DLPV WR XQGHUVWDQG WHDFKHUV¶ SHUFHSWLRQ RI WKH
FKDQJHVWKHQHZV\OODEXVLQWURGXFHVWKHLUHYDOXDWLRQRQWKHV\OODEXV¶DGHTXDF\WRWKHLUWHDFKLQJFRQWH[WVDVZHOO
DVWKHGHPDQGVDQGLPSOLFDWLRQVLWKDVERWKRQDSURIHVVLRQDODQG LQWHU SHUVRQDOOHYHO
7KH VWXG\ XVHV ERWK D TXDQWLWDWLYH DQG D TXDOLWDWLYH PHWKRGRORJ\ FRPELQLQJ GRFXPHQW DQDO\VLV WHDFKHUV¶
SRUWIROLRVFULWLFDOUHSRUWVGLGDFWLFVHTXHQFHVDQGSDUWLFLSDWLRQRQIRUXPV ZLWKDTXHVWLRQQDLUHWHVWUHVXOWVDQGD
VWXG\FDVH
7KHVWXG\WDNHVSODFHLQWZRVWHSV7KHILUVWVWHSDGGUHVVHVSKDVHVRQHDQGWZRDQG LWLQYROYHVWKRVHWHDFKHUV
TE
ZKR SDUWLFLSDWHG LQ FODVVURRP WUDLQLQJ DQG GLVWDQFH OHDUQLQJ IURP  WR  XQGHU WKH VXSHUYLVLRQ RI WKH
5HJLRQDO &RPPLVVLRQ IRU WKH ,PSOHPHQWDWLRQ RI WKH 3RUWXJXHVH /DQJXDJH 6\OODEXV IRU %DVLF (GXFDWLRQ 7KH
VHFRQGVWHSDGGUHVVHVSKDVHWKUHHDQGLWLQYROYHVWKHWHDFKHUVIURPWKHDUFKLSHODJRZKRZHUHDOUHDG\ZRUNLQJ
ZLWKWKHQHZV\OODEXVLQVFKRROVXQGHUWKHVXSHUYLVLRQRIWKRVHZKRSDUWLFLSDWHGLQSKDVHVRQHDQGWZR
7KH UHVXOWV ZH KHUH SUHVHQW UHODWH WR WKH ILUVW VWHS RI WKH UHVHDUFK SURFHVV DQG UHJDUG ERWK TXDOLWDWLYH DQG
TXDQWLWDWLYH FRQWHQW DQDO\VLV RQ WKH WHDFKHUV¶ LQGLYLGXDO UHSRUWV ZULWWHQ E\ WKH HQG RI SKDVH WZR 2XU VDPSOH
LQFOXGHVUHSRUWV IURP VW F\FOHWHDFKHUVIURPQGF\FOHWHDFKHUVDQGIURPUGF\FOHWHDFKHUV LQD
WRWDORIFRQWHQWXQLWV &8 GLVWULEXWHGSHUHGXFDWLRQDOF\FOHVDFFRUGLQJWR)LJ
IN

1407 www.int-e.net
INTE 2013 Proceedings Book Volume 1. Rome / ITALY












13
 

)LJ'LVWULEXWLRQRIFRQWHQWXQLWVSHUHGXFDWLRQDOF\FOH
'DWD UHIHUV WR WKH GLPHQVLRQ 5HSUHVHQWDWLRQV RQ WKH WUDLQLQJ SURFHVV DQG LWV DQDO\VLV ZDV EDVHG RQ WKH
FRGLQJVFKHPHSUHVHQWHGLQ7DEOH FDWHJRULHVVXEFDWHJRULHVDQGLQGLFDWRUVZHUHJHQHUDWHGLQGXFWLYHO\IURPWKH
GDWD 


7DEOH&RQWHQWDQDO\VLVFRGLQJVFKHPH

&DWHJRULHV 6XEFDWHJRULHV
*RDOV
20 ,QGLFDWRUV
&ODULW\
$GHTXDF\
'XUDWLRQ $GHTXDF\
7DVNV $GHTXDF\
2UJDQL]DWLRQ
&ODULW\
)HHGEDFN
(IILFDF\
TE
&ODULW\
(YDOXDWLRQ
$GHTXDF\
3RUWXJXHVHVSHOOLQJDJUHHPHQW
.QRZOHGJHXSGDWH /LQJXLVWLFWHUPLQRORJ\
DSSOLFDWLRQ 7HDFKLQJVWUDWHJLHV
(YDOXDWLRQVWUDWHJLHV
5HOHYDQFH 8QGHUVWDQGLQJFXUULFXOXPSULQFLSOHVDQGFRQFHSWV
8QGHUVWDQGLQJ FXUULFXOXP RUJDQL]DWLRQ
&XUULFXOXPDSSURSULDWLRQ *HWWLQJUHDG\WRLPSOHPHQWWKHQHZV\OODEXV
*HWWLQJHQWKXVLDVWLFRQWKHLPSOHPHQWDWLRQRIWKH
QHZV\OODEXV
IN

7HDFKLQJVWUDWHJLHVDQGPDWHULDOV
&KDQJHVLQSUDFWLFHV 3ODQQLQJ
(YDOXDWLRQVWUDWHJLHV
6KDULQJLGHDVGLVFXVVLQJZRUNLQJWRJHWKHU
&ROODERUDWLYHZRUN 6KDULQJWHDFKLQJVWUDWHJLHVDQGPDWHULDOV
,PSDFW
7UDQVIHUVWRRWKHUFRQWH[WVRIDFWLYLW\LQVFKRROV
5HDGLQJ
/LVWHQLQJDQGVSHDNLQJ
/HDUQLQJUHVXOWV
:ULWLQJ
2WKHUV
7KHSRVWSRQHPHQWRIWKHQHZV\OODEXV¶V
&RQVWUDLQWV 3ROLWLFDORUJDQL]DFLRQDO
LPSOHPHQWDWLRQ

1408 www.int-e.net
INTE 2013 Proceedings Book Volume 1. Rome / ITALY

'LVWDQFHOHDUQLQJ
1RFRQGLWLRQVIRUFROODERUDWLYHZRUNLQVFKRROV
7HDFKHUV¶UHSODFHPHQWEHWZHHQSKDVHRQHDQGWZR
/DFNRIWLPHRUHQHUJ\
'LIILFXOW\LQSODQQLQJGLGDFWLFVHTXHQFHV
3URIHVVLRQDO
'LIILFXOW\LQXVLQJGLIIHUHQWWHDFKLQJVWUDWHJLHV
'LIILFXOW\LQXVLQJGLIIHUHQWHYDOXDWLRQVWUDWHJLHV




13
 5HVXOWV

$Q RYHUDOO YLHZ RI WKH UHVXOWV SHU FDWHJRU\ VKRZV WKDW ZKHQ WHDFKHUV DGGUHVV WKH WUDLQLQJ SURFHVV WKH\
HPSKDVL]HLWVLPSDFW &8 RYHULWVUHOHYDQFHLWVRUJDQL]DWLRQRUWKHFRQVWUDLQWVWKH\H[SHULPHQWHG VHH)LJ
 $OWKRXJKWKLVKLJKOLJKWLVFRPPRQWRWHDFKHUVIURPDOOWKUHHF\FOHVUGF\FOH WHDFKHUVDUH PRUHFULWLFDORQ
RUJDQL]DWLRQDOLVVXHVDQGH[SUHVVPRUHFRQVWUDLQWV



20

TE




)LJ'LVWULEXWLRQRIFRQWHQWXQLWVSHUFDWHJRULHV



IN

:KHQ WHDFKHUV UHIHU WR WKH ³,PSDFW´ RI WKH WUDLQLQJ SURFHVV WKH\ PRVWO\ HPSKDVLVH WKDW LW IDYRXUHG

FROODERUDWLYHZRUNPDLQO\LQZKDWFRQFHUQVVKDULQJLGHDVGLVFXVVLQJRUZRUNLQJWRJHWKHU &8 7HDFKHUV
IURP DOO WKUHH F\FOHV FOHDUO\
 SRLQW RXW WKLV LQGLFDWRU RYHU RWKHUV PRVWO\ GXH WR WKH FRQWLQXRXV LQWHUDFWLRQ WKDW
WKHPHIRUXPVDOORZHGEHWZHHQWHDFKHUVIURPGLIIHUHQWHGXFDWLRQDOF\FOHVVFKRROVDQGLVODQGV VHH)LJ 

1409 www.int-e.net
INTE 2013 Proceedings Book Volume 1. Rome / ITALY

13



)LJ'LVWULEXWLRQRIFRQWHQWXQLWVSHUVXEFDWHJRULHVLQFDWHJRU\³,PSDFW´


 20
6KDULQJH[SHULHQFHVDQGPDWHULDOVLVVHFRQGLQOLQH &8 ,WPRVWO\KDSSHQHGGXULQJSHHUZRUNLQVFKRROV
ZKLFK PDQ\ WHDFKHUV IRXQG GLIILFXOW WR SURPRWH &8  HLWKHU EHFDXVH VFKRROV GLG QRW RUJDQL]H WHDFKHUV¶
VFKHGXOHVLQRUGHUWRDOORZWKHPWRPHHWRQDUHJXODUEDVLVRUEHFDXVHPDQ\RIWKHLUSHHUVGLGQRWVKRZPXFK

LQWHUHVWRUODFNHGWLPHWRGRVR
,QGLFDWRU 7UDQVIHUV WR RWKHU FRQWH[WV RI DFWLYLW\ LQ VFKRROV WKRXJK OHVV UHIHUUHG WR  &8  RFFXUV LQ DOO
F\FOHV )RU H[DPSOH VRPH WHDFKHUV VD\ WKH\ WRRN D PRUH DFWLYH UROH LQ WH[WERRN VHOHFWLRQ RWKHUV VD\ WKH\
 SURPRWH UHDGLQJ LQ VFKRRO OLEUDULHV RWKHUV HYHQ VD\ WKH\ FDOOHG WKH GHSDUWPHQW
VXJJHVWHG VWUDWHJLHV WR
FRRUGLQDWRUV¶ DWWHQWLRQ WR FHUWDLQ SHGDJRJLFDO LVVXHV WKDW VKRXOG EH GLVFXVVHG 7KLV LV LQ IDFW LQWHUHVWLQJ
LQIRUPDWLRQIRULWVKRZVWKDWWUDLQLQJRQFXUULFXODULVVXHVPD\FUHDWHRSSRUWXQLWLHVIRUWHDFKHUVWRUHWKLQNWKHLU
TE

HGXFDWLRQDOUROHVDQGDFWLYLWLHVEH\RQGWKHFODVVURRP

6XEFDWHJRU\&KDQJHVLQSUDFWLFHV &8 IROORZVFROODERUDWLYHZRUN,QWKLVFDVHWHDFKHUVSDUWLFXODUO\VD\
WKHWUDLQLQJSURFHVVKHOSHGWKHPFKDQJHVWUDWHJLHVDQGPDWHULDOVWKH\XVHGLQWKHLUFODVVHV &8 :HFDQQRW
SURYH VR IRU WKHUH ZDV QR REVHUYDWLRQ LQYROYHG LQ WKLV VWXG\ %HVLGHV ZH PXVW QRW IRUJHW WKHVH UHSRUWV ZHUH
PHDQW WR EH HYDOXDWHGE\ WKH FRPPLVVLRQ WKDW VXSHUYLVHG WKH WUDLQLQJ SURFHVV DQG HYHQ WKRXJK WKH HYDOXDWLRQ
FULWHULDGLGQRWLQFOXGHUHSRUWLQJFKDQJHVLQWHDFKLQJSUDFWLFHVWKHUHPD\EHDFRQWDPLQDWLRQHIIHFW

$OWKRXJK ZH FDQQRW VD\ WKDW WKHVH QXPEHUV FRUUHVSRQG WR HIIHFWLYH FKDQJH DQG ZH DOO NQRZ HGXFDWLRQDO
FKDQJHVWDNHORQJWLPHDUHQRWZLWKRXWVRPHGLVFRPIRUWDQGJUHDWHIIRUWZHPXVWWDNHWKLVGDWDLQWRDFFRXQWDV
ZHDQDO\VHWHDFKHUV¶GLGDFWLFVHTXHQFHV DWDVNWKDWZLOOWDNHSODFHODWHURQDFFRUGLQJWRWKHFKURQRJUDPRIWKH
IN

VWXG\ ,WLVDOVRLPSRUWDQWWRUHODWHWKLVGDWDWRWKHIDFWWKDWWHDFKHUVVRPHWLPHVJLYHQRWLFHRIWKHLPSDFWWKRVH
FKDQJHV KDG LQ WKHLU VWXGHQWV¶ OHDUQLQJ UHVXOWV LQ UHDGLQJ  &8  OLVWHQLQJ DQGRU VSHDNLQJ VNLOOV  &8  RU
ZULWLQJ &8 6RPHWHDFKHUVDUHOHVVVSHFLILFRUMXVWVD\WKHLUVWXGHQWVEHFDPHPRUHHQWKXVLDVWLFDQGLQWHUHVWHG
LQODQJXDJHOHDUQLQJ &8 
7KH³5HOHYDQFH´RIWKHWUDLQLQJSURJUDPLVDOVRTXLWHKLJKOLJKWHGLQUHSRUWV &8 7HDFKHUVPRVWO\UHIHU
WKDWLWDOORZHGWKHPWREHWWHUXQGHUVWDQGFXUULFXOXPSULQFLSOHVDQGFRQFHSWV &8 DQGKHOSHGWKHPJHWUHDG\
WRLPSOHPHQWWKHQHZV\OODEXV &8  VHH)LJ 1HYHUWKHOHVVWKH\GRQ¶WVHHPWRIHHOYHU\HQWKXVLDVWLFWRGR
VR\HW &8 PD\EHEHFDXVHPDQ\VWLOOILQGLWGLIILFXOWWRSODQGLGDFWLFVHTXHQFHV &8 FKDQJHWHDFKLQJ
VWUDWHJLHV &8 RUHYDOXDWLQJVWUDWHJLHV &8 ,WLVPRVWO\UGF\FOHWHDFKHUVWKDWVD\VR &8 ZKLFKLV

1410 www.int-e.net
INTE 2013 Proceedings Book Volume 1. Rome / ITALY

TXLWHXQH[SHFWHGIRUWKH\DOVRWHDFKLQVHFRQGDU\HGXFDWLRQVRWKH\PXVWEHZRUNLQJZLWKDVLPLODUFXUULFXODU
IUDPHZRUN IRU TXLWH VRPH WLPH UHPHPEHU 3RUWXJXHVH /DQJXDJH 6\OODEXV IRU 6HFRQGDU\ (GXFDWLRQ ZDV
DSSURYHGLQ 1RGRXEWFXUULFXODUFKDQJHVZDONIDVWHUWKDQSHGDJRJLFDORQHV

13






20
)LJ'LVWULEXWLRQRIFRQWHQWXQLWVSHUVXEFDWHJRULHVLQFDWHJRU\³5HOHYDQFH´





³&RQVWUDLQWV´LVWKHVHFRQGODVWFDWHJRU\WHDFKHUVUHIHUWR7KHFRQVWUDLQWVWKH\SRLQWRXWDUHHLWKHUUHODWHGWR
SROLWLFDODQGRUJDQL]DWLRQDOIDFWRUVRUWRSURIHVVLRQDOLVVXHV VHH)LJ 7KHFRQVWUDLQWWHDFKHUVUHIHUWKHPRVWLV

WKHLUODFNRIWLPHRUHQHUJ\WRIXUWKHULQYHVWRQWKHLUWDVNV &8 QDPHO\LQWHUDFWLRQRQRQOLQHIRUXPV &8 
DQGVHTXHQFHSODQQLQJ &8 ,QWKLVVXEMHFWPDWWHU

VW
F\FOHWHDFKHUVDUHWKHRQHVZKRFRPSODLQWKHPRVW 
TE
&8 FRPSDUHGWR F\FOH &8 DQG F\FOH &8 ±UHPHPEHUVWF\FOHUHSRUWVDUHWKHRQHVZLWKOHVV&8
UG QG

LQWRWDO 

7KH\DOVRILQGDJUHDWFRQVWUDLQWLQGLVWDQFHOHDUQLQJ &8 7KH\GRQ¶WWKLQNLWLVDVHIIHFWLYHDVFODVVURRP
WUDLQLQJ EHFDXVH LW ³PDNHV WKH FRPPXQLFDWLRQ EHWZHHQ SDUWLFLSDQWV PRUH GLIILFXOW DQG GRHV QRW DOORZ VKDULQJ
LGHDVGXULQJWDVNV´ ,  ÁÁ7HDFKHUVEODPHWKLVFRQVWUDLQWRQWKHSROLWLFDOGHFLVLRQWRSRVWSRQHWKHLPSOHPHQWDWLRQ
RIWKHQHZV\OODEXV &8 DVWKH\ILQGWKLVGHFLVLRQPDGHLWPRUHGLIILFXOWWRSURPRWHFROODERUDWLYHZRUNLQ

VFKRROV &8 IRUDVZHSUHYLRXVO\H[SODLQHGVFKRROVGLGQRWRUJDQL]HWHDFKHUV¶VFKHGXOHVLQRUGHUWRPDNH
WKDWKDSSHQDQGWHDFKHUVVD\WKHLUSHHUVIRXQGWKDWRQFHWKHV\OODEXVKDGEHHQSRVWSRQHGWKHUHZDVQRUXVKWRJHW

IDPLOLDUZLWKLW
IN

‡‡ 7HDFKHUV¶UHSRUWVZHUHFRGHGWRSUHVHUYHWKHLULGHQWLW\7KHOHWWHUUHIHUVWRWKHDXWKRUDQGWKHQXPEHUWRKLVKHUF\FOHRIHGXFDWLRQ

1411 www.int-e.net
INTE 2013 Proceedings Book Volume 1. Rome / ITALY







13






20
)LJ'LVWULEXWLRQRIFRQWHQWXQLWVSHUVXEFDWHJRULHVLQFDWHJRU\³&RQVWUDLQWV´

2WKHUFRQVWUDLQWVWKH\UHIHUWRDUHPRVWO\SURIHVVLRQDODQGGHULYHIURPWKHGLGDFWLFFKDQJHVWKHQHZV\OODEXV
GHPDQGV SODQQLQJ 85  WHDFKLQJ PHWKRGRORJLHV  &8  HYDOXDWLRQ VWUDWHJLHV  &8  ,W LV FXULRXV WKDW
HYDOXDWLRQ GRHV QRW JHW PXFK DWWHQWLRQ IURP WKHVH WHDFKHUV ,W DSSHDUHG TXLWH D SUREOHPDWLF DUHD LQ D VWXG\
FRQGXFWHGRQWKHLPSOHPHQWDWLRQRIWKH3RUWXJXHVH/DQJXDJHV\OODEXVIRUVHFRQGDU\HGXFDWLRQLQ$]RUHV 0LUD
/HDO PDLQO\EHFDXVHLWYDOXHGRUDOVNLOOVDQGIRUPDWLYHSUDFWLFHV'LGDFWLFVHTXHQFHV¶DQDO\VLVPD\SURYH
UHOHYDQWWREHWWHUXQGHUVWDQGWKHVHUHVXOWV
2UJDQL]DWLRQ LV WKH FDWHJRU\ WHDFKHUV UHIHU WR WKH OHDVW  &8  LQ D GLUHFW PDQQHU ,Q WKLV FDWHJRU\
TE
WHDFKHUV IRFXV PDLQO\ LQ IHHGEDFN VHH )LJ   PD\EH EHFDXVH LW ZDV WKH PRVW LPSRUWDQW VWUDWHJ\ LQFOXGHG LQ
SKDVHWZRWRKHOSWHDFKHUVSXWWKHV\OODEXV¶SULQFLSOHVDQGPHWKRGRORJLFDOLQVWUXFWLRQVLQDFWLRQ


IN


)LJ'LVWULEXWLRQRIFRQWHQWXQLWVSHUVXEFDWHJRULHVLQFDWHJRU\³2UJDQL]DWLRQ´ 


1412 www.int-e.net
INTE 2013 Proceedings Book Volume 1. Rome / ITALY

7HDFKHUVZKRUHIHUWRIHHGEDFNPRVWO\VD\LWZDVHIILFLHQW &8 DQGFOHDU &8 QHYHUWKHOHVVVRPHVD\


WKDW ³WKH IDFW WKDW LW ZDV RQO\ LQ ZULWLQJ ZLWKRXW GLDORJXH EHWZHHQ WKH IRUPHUV DQG WKH WHDFKHUV PD>GH@ LW D
XQLODWHUDO SURFHVV PRUH HYDOXDWLYH WKDQ IRUPDWLYH´ ,  7KDW LV DOVR WKH DUJXPHQW XVHG E\ WKRVH ZKR ILQG
IHHGEDFNQRWFOHDU &8 RUHIIHFWLYH &8 PRVWO\UGF\FOHWHDFKHUV &8 
7KLVIHHGEDFNUHIHUUHGWRWKHWDVNVWHDFKHUVKDGWRSHUIRUP±VHTXHQFHSODQQLQJDQGPDWHULDOFRQVWUXFWLRQDV
ZHOODVSDUWLFLSDWLRQLQRQOLQHIRUXPV(YHQWKRXJKQRWPDQ\WHDFKHUVUHIHUGLUHFWO\WRWKHDGHTXDF\RIVXFKWDVNV
&8VD\WKH\ ZHUHDGHTXDWHWRWKHWUDLQLQJJRDOV &8VD\WKH\ ZHUH QRWDGHTXDWHWRWKHFRQVWUDLQWV WKH\
IDFHG GXULQJ WKH SURFHVV  UHVXOWV PDNH LW FOHDU WKDW WHDFKHUV IRXQG WKHLU WUDLQLQJ SURFHVV LQ JHQHUDO DQG WKRVH
WDVNVLQSDUWLFXODUUHOHYDQWDQG ZLWK JUHDWLPSDFWLQWKHLU SURIHVVLRQDOOLYHVLQDQGEH\RQGWKHFODVVURRP 

13
&8 
9HU\ IHZ WHDFKHUV UHIHU WR GXUDWLRQ  &8  DQG HYDOXDWLRQ  &8  ,Q WKH ILUVW FDVH WKH\ PRVWO\ ILQG LW
DGHTXDWH &8 7KDWLVQRWVRLQWKHVHFRQGRQH &8VD\LWZDVFOHDUDQGDGHTXDWH&8VD\WKHRSSRVLWH 
PRVWO\EHFDXVHWKH\GLGQ¶WDJUHHZLWKFULWHULDRUILQDOJUDGH$OPRVWDOOWHDFKHUVUHIHUWRWKHWUDLQLQJJRDOVEXW
RQO\DIHZGLVFXVVWKHLUFODULW\RUDGHTXDF\ &8 1HYHUWKHOHVVWKRVHZKRGRVRVD\WKHWUDLQLQJJRDOVZHUH
FOHDU &8 DQGDGHTXDWH &8 

&21&/86,21
20
&XUULFXODU FKDQJHV DUH XVXDOO\ GHPDQGLQJ DQG FKDOOHQJLQJ IRU WHDFKHUV (YHQ PRUH LI WKRVH DUH YDULRXV
UHFXUULQJDQGFRQVWLWXWHVLJQLILFDQWFKDQJHWRWHDFKHUVNQRZOHGJHRUSHGDJRJLFDODFWLRQ
(GXFDWLRQDODXWKRULWLHVPXVWWDNHWKDWLQWRFRQVLGHUDWLRQDQGKHOSWHDFKHUVFRSHDQGDGDSW7UDLQLQJLVXVXDOO\
WKH EHVW ZD\ WR GR VR %XW WUDLQLQJ FDQ JR PDQ\ ZD\V 7KH WUDLQLQJ SURJUDP ZH KHUH DQDO\]HG KDG GLIIHUHQW
DSSURDFKHV WR WKH WUDLQLQJ SURFHVV LQFOXGLQJ FODVVURRP WUDLQLQJ GLVWDQFH OHDUQLQJ DQG WUDLQLQJ LQ FRQWH[W :H
KHUHIRFXVHGPDLQO\RQWKHGLVWDQFHOHDUQLQJSKDVHWRZKLFKRXUGDWDUHIHUUHGWRVSHFLILFDOO\HYHQWKRXJKLWPD\
VRPHKRZ EH LPSUHJQDWHG ZLWK WHDFKHUV¶ LGHDV RQ SKDVH RQH WKDW FRPELQHG FODVVURRP WUDLQLQJ ZLWK GLVWDQFH
OHDUQLQJ
TE
5HVXOWVLQGLFDWHWKDWWHDFKHUVGRQRWILQGGLVWDQFHOHDUQLQJDVHIIHFWLYHDVFODVVURRPWUDLQLQJZKLFKPDQ\VD\
³ZRXOGKDYHKDGDPRUHSRVLWLYHDQGHIILFLHQWLPSDFWRQWKHDGMXVWPHQWWKDWPXVWWDNHSODFH´ ( 1HYHUWKHOHVV
WKH\ VHH VLJQLILFDQW LPSDFW DQG UHOHYDQFH LQ WKH WUDLQLQJ SURFHVV PRVWO\ LQ SURPRWLQJ FROODERUDWLYH ZRUN LQ
VFKRROV XQGHUVWDQGLQJ WKH QHZ FXUULFXODU IUDPHZRUN IRU 3RUWXJXHVH ODQJXDJH FODVVHV LQ EDVLF HGXFDWLRQ DQG
FKDQJLQJSHGDJRJLFDOSUDFWLFHVGHVSLWHWKHYDULRXVFRQVWUDLQWVWKH\UHIHUWR
(YHQWKRXJKWKHSURIHVVLRQDOFRQVWUDLQWVWKH\VLJQDODUHH[SHFWHGDQGTXLWHQDWXUDOLQDSURFHVVWKDWDLPVWR
KHOS WHDFKHUV GHDO DQG DGMXVW WR FKDQJH WKH SROLWLFDO DQG RUJDQL]DWLRQDO RQHV VKRXOG KDYH EHHQ DYRLGHG RU
PLQLPL]HGIRUWKH\VHHPWRKDYHFUHDWHGVRPHDQ[LHW\FRQIXVLRQDQGGLVEHOLHIDPRQJWHDFKHUVIHHOLQJVWKDWGR
QRWKHOSHGXFDWLRQDOFKDQJH
IN

:H H[SHFW WKLV VWXG\ WR EULQJ PRUH LQWHUHVWLQJ LQIRUPDWLRQ RQ WKH WUDLQLQJ SURFHVV LW VFUXWLQL]HV DV ZH JR
DORQJWKHYDULRXVUHVHDUFKWDVNVDQGVWDJHV

5HIHUHQFHV

&RHOKR0& &RRUG   3URJUDPDGH/tQJXD3RUWXJXHVD>3RUWXJXHVHODQJXDJHV\OODEXVIRUVHFRQGDU\HGXFDWLRQ@/LVERD


0LQLVWpULRGD(GXFDomR'HSDUWDPHQWRGR(QVLQR6HFXQGiULR

&RVWD-&DEUDO$6DQWLDJR$ 9LHJDV)  *XLmRGHLPSOHPHQWDomRGRSURJUDPDGH3RUWXJXrV±&RQKHFLPHQWRH[SOtFLWRGD


OtQJXD>*XLGHWRLPSOHPHQWWKH3RUWXJXHVHODQJXDJHV\OODEXVIRUEDVLFHGXFDWLRQ±*UDPPDUXVH@/LVERD0LQLVWpULRGD(GXFDomR'LUHomR
*HUDOGH,QRYDomRH'HVHQYROYLPHQWR&XUULFXODU DYDLODEOHLQKWWSZZZGJLGFPLQHGXSWRXWURVSURMHWRVLQGH[SKS"V GLUHFWRULR SLG  

1413 www.int-e.net
INTE 2013 Proceedings Book Volume 1. Rome / ITALY

'LRQtVLR0/ &DVWUR59 2UJV   23RUWXJXrVQDVHVFRODV(QVDLRVVREUHDOtQJXDHDOLWHUDWXUDQR(QVLQR6HFXQGiULR


>3RUWXJXHVHLQVFKRROV(VVD\VRQODQJXDJHDQGOLWHUDWXUHLQVHFRQGDU\HGXFDWLRQ@&RLPEUD$OPHGLQD

'LUHomR *HUDO GH ,QRYDomR H 'HVHQYROYLPHQWR &XUULFXODU >'*,'&@ >   'LFLRQiULR 7HUPLQROyJLFR >'LFWLRQDU\ RI OLQJXLVWLF
WHUPLQRORJ\@/LVERD0LQLVWpULRGD(GXFDomR DYDLODEOHLQKWWSGWGJLGFPLQHGXSW 

0LQLVWpULR GD (GXFDomR >0(@   &XUUtFXOR 1DFLRQDO GR (QVLQR %iVLFR &RPSHWrQFLDV HVVHQFLDLV /LVERD 0LQLVWpULR GD
HGXFDomR'LUHomR*HUDOGR(QVLQR%iVLFR DYDLODEOHLQKWWSZZZGJLGFPLQHGXSWHQVLQREDVLFRLQGH[SKS"V GLUHFWRULR SLG  

0LQLVWpULR GD (GXFDomR >0(@ 2FWREHU GH   0HWDV GH DSUHQGL]DJHP >/HDUQLQJ JRDOV@ /LVERD 0LQLVWpULR GD (GXFDomR H
&LrQFLDV'LUHomR*HUDOGD,QRYDomRH'HVHQYROYLPHQWR&XUULFXODU

0LQLVWpULR GD (GXFDomR H &LrQFLD >0(&@ $XJXVW   0HWDV FXUULFXODUHV GH 3RUWXJXrV (QVLQR %iVLFR >&XUULFXODU JRDOV IRU

13
3RUWXJXHVHLQEDVLFHGXFDWLRQ@/LVERD0LQLVWpULRGD(GXFDomRH&LrQFLDV'LUHomR*HUDOGD(GXFDomR DYDLODEOHLQKWWSZZZGJLGFPLQ
HGXSWHQVLQREDVLFRLQGH[SKS"V GLUHFWRULR SLG L 

0LUD /HDO 6   $ UHIRUPD FXUULFXODU QR HQVLQR VHFXQGiULR   7UDQVIRUPDo}HV WHQV}HV H GLQkPLFDV QD iUHD GR
3RUWXJXrV>7KH FXUULFXODU UHIRUP LQVHFRQGDU\ HGXFDWLRQ   &KDQJHV WHQVLRQVDQGGLQDPLFVLQ 3RUWXJXHVH ODQJXDJH HGXFDWLRQ@
3K'WKHVLV 3RQWD'HOJDGD8QLYHUVLGDGHGRV$oRUHV
0LUD /HDO 6   2 3RUWXJXrV QR (QVLQR 6HFXQGiULR 7UDQVIRUPDo}HV WHQV}HV H GLQkPLFDV GH DSURSULDomR H UHFRQWH[WXDOL]DomR
FXUULFXODU>3RUWXJXHVHODQJXDJHLQVHFRQGDU\HGXFDWLRQ&KDQJHVWHQVLRQVDQGG\QDPLFV@3RUWR3RUWR(GLWRUD
1L]D,6HJXUD- 0RWD,  *XLmRGHLPSOHPHQWDomRGRSURJUDPDGH3RUWXJXrV±(VFULWD>*XLGHWRLPSOHPHQWWKH3RUWXJXHVH
ODQJXDJHV\OODEXVIRUEDVLFHGXFDWLRQ±:ULWLQJ@/LVERD0LQLVWpULRGD(GXFDomR'LUHomR*HUDOGH,QRYDomRH'HVHQYROYLPHQWR&XUULFXODU

PDVWHUVWKHVLV 3RQWD'HOJDGD8QLYHUVLGDGHGRV$oRUHV
20
DYDLODEOHLQKWWSZZZGJLGFPLQHGXSWRXWURVSURMHWRVLQGH[SKS"V GLUHFWRULR SLG  
5DSRVR$  3UiWLFDVHYLYrQFLDVGHIRUPDomRFRQWtQXDQRž&LFORGR(QVLQR%iVLFR2FDVRGR3URJUDPD1DFLRQDOGH(QVLQR
GR3RUWXJXrV 31(3 >7UDLQLQJSUDFWLFHVDQGH[SHULHQFHVLQWKHVWF\FOHRIEDVLFHGXFDWLRQ7KH1DWLRQDO3URJUDPRQ3RUWXJXHVH7HDFKLQJ

5HLV & &RRUG    3URJUDPD GH 3RUWXJXrV GR (QVLQR %iVLFR >3RUWXJXHVH ODQJXDJH V\OODEXV IRU EDVLF HGXFDWLRQ@ /LVERD
0LQLVWpULR GD (GXFDomR'LUHomR *HUDO GH ,QRYDomR H 'HVHQYROYLPHQWR &XUULFXODU DYDLODEOH LQ KWWSZZZGJLGFPLQ
HGXSWHQVLQREDVLFRLQGH[SKS"V GLUHFWRULR SLG  SSLG  

6LOYD(%DVWRV*'XDUWH5 9HORVR5  *XLmRGHLPSOHPHQWDomRGRSURJUDPDGH3RUWXJXrV±/HLWXUD>*XLGHWRLPSOHPHQW


WKH 3RUWXJXHVH ODQJXDJH V\OODEXV IRU EDVLF HGXFDWLRQ ± 5HDGLQJ@ /LVERD 0LQLVWpULR GD (GXFDomR'LUHomR *HUDO GH ,QRYDomR H
'HVHQYROYLPHQWR&XUULFXODU DYDLODEOHLQKWWSZZZGJLGFPLQHGXSWRXWURVSURMHWRVLQGH[SKS"V GLUHFWRULR SLG  
TE
6LOYD)9LHJDV)'XDUWH, 9HORVR-  *XLmRGHLPSOHPHQWDomRGRSURJUDPDGH3RUWXJXrV±2UDO>*XLGHWRLPSOHPHQWWKH
3RUWXJXHVHODQJXDJHV\OODEXVIRUEDVLFHGXFDWLRQ±2UDOF\@/LVERD0LQLVWpULRGD(GXFDomR'LUHomR*HUDOGH,QRYDomRH'HVHQYROYLPHQWR
&XUULFXODU DYDLODEOHLQKWWSZZZGJLGFPLQHGXSWRXWURVSURMHWRVLQGH[SKS"V GLUHFWRULR SLG  


IN

1414 www.int-e.net

You might also like