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To cite this article: Keith Watson (1999) Comparative Educational Research: the need for
reconceptualisation and fresh insights, Compare: A Journal of Comparative and International
Education, 29:3, 233-248, DOI: 10.1080/0305792990290304
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Compare, Vol. 29, No. 3, 1999
ABSTRACT This paper argues that a century after Michael Sadler's famous speech on
'How far can we learn anything of practical value from the study of foreign systems of
education?' the turn of a new century/millennium provides a useful opportunity to think
afresh about comparative and international education as a field of study. It provides six
justifications, or needs, for a reconceptualisation, arguing that the challenges and
changes facing education systems world-wide offer a unique opportunity for compara-
tivists to help to shape future policies.
as such, since each draws upon a variety of disciplines (e.g. economics, history, politics,
social sciences, international studies).
Comparative education sought to acquire statistical data on which to make compara-
tive, and objective, judgements about the performance of education systems in different
countries, whereas international education not only sought to 'understand' education
systems within different socio-economic contexts, but it also sought to improve inter-
national understanding as a result. Both have always been concerned with educational
reform. However, without splitting too many hairs, it is probably true to say that
comparative education is more of an academic, research-based, interdisciplinary pursuit,
whereas international education seeks to develop international attitudes and awareness,
as well as making use of comparative data. For the purposes of this paper the term
'comparative' education will mainly be used to embrace the two fields of study.
Secondly, for those in the Western world, the end of a century, especially of a
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where, and with what results, before the politicians rush off after their latest scheme and
make more mistakes.
Whereas comparative educators with a long historical sweep, such as the late William
Brickman (1985), Nicholas Hans (1964) or Harry Higginson's (1979, 1995) commen-
taries on the insights of Sir Michael Sadler, could perhaps have hinted at what might
happen from previous experience, the danger is that we now ignore these historical
perceptions and insights to our cost (Theisen, 1997; Watson, 1998). Unfortunately there
are too many pressures from governments and aid agencies for research to be focused
on the present or for the immediate future rather than taking a longer time perspective.
Our time frames are too short, say 5-10 years at the most. They are often far less.
Comparative historical experience of what has been tried elsewhere and with what
success or failure, such as in the fields of community education or the vocationalised
curriculum, is rarely called upon in policy recommendations, often with depressing
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What is different today (from 30 years ago) is that there is no longer such a
thing as a 'developed country'. There is no part of the world which does not
need to modernise in the field of education. All countries are deeply concerned
with difficult, controversial, educational policy reforms. This requires them to
learn from wherever insightful experience might emerge. In my opinion this
spells the end of development education as we know it. It represents a new era
in which all countries are borrowers and all are donors. This is a refreshing
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change.
This is perhaps the biggest argument in favour of comparative studies. However, for the
purposes of this paper, six justifications for the reconceptualisation of comparative
education as a key area for educational research are identified as follows: the
justifications have been defined as 'needs':
(1) the need to challenge wrong assumptions;
(2) the need to stress the unique contribution of comparative educational research;
(3) the need to understand the implications of globalisation;
(4) the need to understand the economics of education;
(5) the need to move beyond the economy and to analyse spiritual and philosophical
values; and
(6) the need to prepare for the future.
and Cape Town (1998) also indicates a growing interest in, and awareness of, the need
for more, not less, comparative studies.
None the less the widely held criticisms that comparative education is too fragmented
and irrelevant for policy makers is harder to refute (Farrell, 1979; Psacharopoulos, 1990).
There are many reasons for this: personality clashes, arguments over terminology, too
much emphasis on methodology and not enough-on substance. These points have been
analysed elsewhere (e.g. Altbach et al., 1982; Watson, 1996b). Suffice it to say, as
Theisen (1997, p. 339) did in his CIES Presidential Address in 1997, that we need to
recognise the inadequate impact comparative education has had in much of the inter-
national policy field except in certain areas. We need to acknowledge that the percep-
tions of comparative education as a field of study are often negative; that we have
allowed international bodies to develop policies based on inadequate data (Chapman &
Boothroyd, 1988; Walberg & Zhang, 1999; Spaulding & Chaudhuri, 1999); that we have
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allowed too much of the educational debate to be hijacked by economists, planners and
efficiency experts; and that comparative educators 'as a body, are fragmented, under-
represented at the policy and program formation level, and are inexcusable in their
complacency ... the CE community is a small voice in the cavernous hall of develop-
ment and intellectual exchange' (Theisen, 1997, p. 399).
If comparative and international education is to have any hope of impacting on the
challenges facing education into the next century then not only must those involved in
the field take stock of its current position but they must be less exclusive, and they must
be prepared to build new alliances, or to build upon existing alliances, with the wider
educational community and with researchers in other disciplines such as economics,
political science, international relations and sociology. There also needs to be a
reassertion of the unique contribution that can be made in terms of historical comparative
research.
Moreover, as Theisen (1997, p. 400) suggests, comparativists need to recognise the
growing importance of non-governmental organisations (NGOs), not only in areas like
community development and literacy (e.g. Action Aid and Education for Development;
Rogers, 1994; Archer & Cottingham, 1996), but also in the role played by NGOs in
providing basic schooling, as with the Aga Khan Foundation in India, Pakistan and
Tanzania, or as with the Centre for British Teachers (CfBT) in inspection and careers
advice, and the likely intervention in the running of failing schools in England and
Wales. NGOs increased their percentage share of service delivery in education globally
from 2% in 1980 to 4.5% in 1994 (Edwards & Huime, 1994) and bodies like the UK
Department for International Development (1997) and the Commonwealth Secretariat
(1998) increasingly see NGOs as key players, alongside government and the private
sector, especially in those communities and regions where governments do not success-
fully reach. Apart from greater collaboration, therefore, the effectiveness of NGOs in
different communities and societies could prove to be a useful area for comparative
education research.
contribution to research. This has less to do with research methodologies, which are
much the same as in other social sciences (Thomas, 1990, 1998; Watson, 1996b), as it
is to do with approaches and areas of inquiry. It must be stressed, however, as Crossley
(1998) and Crossley and Vulliamy (1997) have argued, that there is justification for
greater emphasis on qualitative and ethnographic research rather than quantitative and
deterministic research when it comes to explaining much of what happens in communi-
ties in LDCs.
Given the financial pressures brought about by globalisation and the need to remain
competitive in world markets, many governments are seeking ways of cutting back on
social services expenditure, including that of education. Most governments want value
for money. They are concerned about raising quality and about preparing students for the
labour market. They want cost effective solutions to their problems and they want
research that will offer quick or easy policy options. As a result, all too frequently they
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will only commission research that will support policy commitments already made, as
for example over student loans or headship training or school improvement.
The danger of this approach is that the research data upon which policies are based
are too superficial to be really meaningful, as for example with the very broad
International Association for the Evaluation of Educational Achievement (IEA) studies,
which provide data from across, say, 30 or more countries. Unfortunately this 'scientific
approach', first developed by Noah and Eckstein (1969), fails to take into account the
local cultural and contextual issues. This is vividly illustrated by Reynolds and Farrell's
(1996) work on primary schooling in Asia, especially Taiwan, which significantly
omitted reference to the largely homogeneous nature of society, the common language
and the role of the family in supporting education. Moreover, Cheng (1997) has
highlighted the folly of international consultants failing to understand the local situation
in a rural minority area in China, while Hayhoe (1989) has noted that Western
approaches to China have so often failed because of a lack of understanding of Chinese
culture. Comparativists from Sadler onwards, at least those within the historical/cultural
stream as opposed to the scientific stream (Watson, 1996b), have stressed the need to
understand the cultural, social and historical setting of individual societies if they are to
fully understand the reasons why education systems are as they are, and the values they
seek to transmit. But even here there needs to be a word of caution since there are often
within-country differences. Ninnes' (1995) work on the Solomon Islands stressed the
impact of local cultural attitudes towards curriculum development. Stephens' (2000)
study of girls' education in Ghana has highlighted that the reasons why girls drop out
from school vary from one region to another throughout Ghana. Comparative educators,
working together with social anthropologists, sociologists and linguists, can help to
identify within-country differences as well as between-country differences. Even DFID
(1997, 1999) now recognises that gender differences in education may be regional and
that in some countries local studies may be more important than national ones.
Comparativists must re-establish their unique role in seeking to understand different
cultural contexts if: (a) government or agency policies are to be challenged; and (b)
costly mistakes are to be avoided in the future. To achieve this properly not only means
working alongside colleagues from other disciplines but it also means closer collabora-
tion and research partnerships with colleagues in other countries who understand the
nuances of their own particular cultures (Oxenham & Watson, 1983; Crossley & Vulli-
amy, 1997; Crossley, 1998). This is more easily achieved in advanced countries, where
collaboration is more likely to be amongst equal partners, such as that generated by the
ERASMUS and SOCRATES projects funded by the European Commission, than it is in
Comparative Educational Research 239
LDCs. There, in spite of the rhetoric of the World Bank (1995) and DFID (1997) in
favour of closer collaboration and partnerships with recipient country governments, each
partner clearly has its own agenda. Good examples of this would be the Bank's support
for basic education and primary school management in Pakistan, where the Bank's
ideology prevails over that of the Government of Pakistan, and DFID's support for the
District Primary Education Programme in various Indian states.
The fundamental question is on whose terms does the partnership operate, since, as
Preston and Arthur (1996) have observed, consultancy work, whether or not it has a
research element, frequently involves conflicting agendas, and it is not always easy to
maintain a research integrity. It is certainly nigh on impossible to provide a longitudinal
and historical contextual analysis in the time frame that many consultancies have to
operate. This is why the development of networks and partnerships becomes so
important (McGinn, 1996). As Michael Crossley (1998) commented at the World
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elsewhere (Kofman & Youngs, 1996; Pettman, 1996; Stewart, 1996; Watson, 1998).
Suffice it is to say that it is an attempt to explain that in many areas of life, especially
those connected with banking, finance, economic production, the division of labour,
migration, and the media, we are dealing with influences that transcend national
boundaries, over which individual governments have little or no control. The collapse of
the financial markets of East and South East Asia and the inability of governments to do
anything about it, their inability to prevent pornography being broadcast on the Internet,
or to prevent satellite television broadcasting and international advertising from penetrat-
ing remote parts of countries, are all illustrative of this weakness. As Reich (1991) has
observed, globalisation also 'entails the privatization and marketization of economic and
political structures', the weakening of central government control over planning or the
running of public services such as health and education; and the growing inability of the
state to control all the activities within its borders. The growth of ever larger trans-
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national corporations, the top 250 of which have larger annual turnovers than the gross
national products of the 90 poorest countries; the influence of multilateral organisations
like the World Bank and the International Monetary Fund and the growth of supra-
national bodies such as the European Commission all have influences that transcend
national borders (McGinn, 1994). Globalisation is not necessarily a new phenomenon
and is not strictly global (Green, 1997). It is only related to certain aspects of life, and
it is far from benign since, while it has led to increased wealth for many, it has also led
to increased poverty and marginalisation for millions. Above all it does have implications
for the ways in which comparative education research is conducted (Watson, 1999a).
Traditionally comparative education has compared educational policies and systems
on the basis of nation states, but with the growth in privatisation and marketisation
within education, and the lack of readily available data on the private sector, especially
in countries like India or even the USA, how reliable is the nation state as the unit for
comparison? It is still used by the World Bank, UNESCO and the OECD amongst others
as the main indicators provided by many governments for comparative purposes, but the
reliability of this data collection needs to be checked very carefully (Puryear, 1995;
Walberg & Zhang, 1998; Heyneman, 1999a).
Moreover, the growth of regional, political and economic groupings, which have
implications both for labour markets, and hence educational training courses and forms
of assessment, as well as for curriculum content, provide new challenges for the
comparativist. A few comparativists like Grant (Eastern Europe); Bray; Morris and
Sweeting (East Asia), Thompson (Sub-Saharan Africa) and Watson (South East Asia)
have taken the region as a point of reference and have looked at how countries within
particular regions have responded to new challenges. At the same time how sub-units,
provinces or districts, are responding to change is also a potential area for research. In
the future it looks as if regional studies may become the norm rather than the exception.
While the effects of globalisation may have helped to weaken the nation state in
certain areas of control they have also, ironically, led to the break-up of federations like
the USSR or Yugoslavia, and to the creation of many new states, e.g. Bosnia, Croatia,
Tadjikistan, or to the re-establishment or independence of others, e.g. Albania, Mongolia,
Namibia, South Africa and the Baltic states. A discussion of the development of these
'transitional' or 'transforming' states would require a paper in its own right (e.g. Watson,
1999a). Suffice it to say that, in spite of the chaos, confusion and uncertainty surrounding
the developments in many of these 'new' countries, there is a key role for the
comparativist to use historical, as well as political and sociological, insights to try to map
the reforms and developments that are taking place.
Comparative Educational Research 241
There are two more ironies resulting from the process of globalisation; the rise in
migrant labour crossing national boundaries at a global level (Castles & Miller, 1993;
Bunt-Kokhuis, 1997) and the strengthening of government control in key areas such as
assessment, the curriculum and quality control through inspection. The presence of many
minority groups within different countries poses threats to the concept of national unity,
curriculum development, language policies and policies towards minority groups. Some
of these have long been areas of interest to comparativists but the scope for tracking the
educational performance of different ethnic and cultural groups in different settings
becomes considerable. Likewise does work on the use of inspection, assessment (Little
& Wolf, 1996) and other forms of government control. Moreover, as many countries of
the former Soviet bloc seek to reassert a national language, either as a medium of
instruction or a second language, and as many African countries develop local languages
as the medium of instruction at the primary level, there are opportunities to both explore
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If government would make up its mind to require for every child a good edu-
cation, it might save itself the trouble of providing one. It might leave to parents
to obtain the education where and how they pleased, and content itself with
helping to pay the school fees of the poorer classes of children, and defraying
the entire school expenses for those who have no-one else to pay for them. An
education established and controlled by the State should only exist, if it exists
at all, as one among many competing experiments, carried on from the purpose
242 K. Watson
This is certainly ammunition for those who oppose the notion of compulsory education!
lost. UNESCO, and especially the Delors Report (UNESCO, 1996) on education in the
twenty-first century, have tried to redress this balance, but the failures of neo-liberal
economic policies in Asia, Latin America and Russia, and the growth of post-mod-
ernism, with different competing value systems, provide a challenge, and an opportunity,
for comparativists to reassert that educational systems cannot be divorced from their
religious, cultural, and social contexts. If, as Huntington (1993) has argued, the future
can no longer be seen in terms of nation states per se, but can only be viewed in terms
of 'civilisations', e.g. Islamic, Hindu, Confucian, Christian (Orthodox, Catholic, and
Protestant), liberal democracies, etc. which transcend national identities, and which will
inevitably lead to conflict because the underlying value systems are so different,
comparativists need to look again at how traditional education systems have shaped
group outlooks and identities. This might mean working closely with cultural and
religious specialists but if we are truly to understand alternative Islamic, Russian,
Chinese or Japanese paths to development and economic understanding there are great
opportunities. Ruth Hayhoe (1997) sees this as a key role for Western universities into
the next millennium.
It should also be noted that amongst the fastest growing group of private schools in
recent years, in Australia, Canada, the UK, the USA and several of the Central and East
European countries, has been those of special religious schools, mostly Christian
(Cookson, 1989), and that in Malaysia and Indonesia a similar group of Islamic private
schools has also emerged (Thomas, 1994). The reasons are largely the same-a reaction
against secular schooling provided by governments. Comparative studies of the develop-
ment of those schools would provide insights into why many parents are so dissatisfied
with existing state provision.
c 1.0 In 2050
o
Pakistan is 2
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expected to CD
c take third
o o
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Q. Women: 41.8yrs
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I L.,.,1111 1—J
capitalism. The financial collapse of much of Asia and parts of Latin America makes this
now appear to be a somewhat hollow claim. Besides which, there is no guarantee that
Western democracy and Western values will dominate the next century. While it is
probably fair to say that the USA dominated the twentieth century why should not China
dominate the twenty first? Looking to the future, therefore, is a legitimate role for
comparativists.
Comparative education is not only to compare existing systems but to envisage
reform best suited to new social and economic conditions....comparative
education quite resolutely looks into the future with the firm intent of reform.
(Hans, 1964)
Unfortunately, as Theisen (1997, pp. 397, 404 ff.) reminds us, comparative educators
have been 'careless and unimaginative' in thinking about the future or in using the
legitimacy of past experiences and their intellectual tradition to comment about the
future. One exception to this is a recent volume from Cummings and McGinn (1997) on
'preparing schools, students and nations for the twenty-first century'. Another is the
Delors Report, previously alluded to. Not only does a new millennium provide opportu-
nities for us to think about the future but there are certain imperatives as to why we need
to think about the future.
One of these comes about because of changing demographic patterns. As the recent
UN report on population (UN, 1998) has pointed out, on current levels of growth, in
spite of a slowdown, and in spite of regional variations, the world's population will
almost double from 6.8 billion to between 10 and 12 billion by 2050. India, China and
Pakistan will be the three most populous nations (Figure 1). The global population is
increasing by 80 million per annum; nearly 95% of this is in the poorest countries. These
figures have implications for both poor and rich countries, but in different ways.
In the poor countries the question to be asked is whether the existing systems can cope
with this expansion, or whether alternative approaches to formal schooling will have to
be considered. For example, between 1990 and 1995 the number of primary aged children
244 K. Watson
rose from 496 million to 545 million, yet over 55% of primary aged children in
Sub-Saharan Africa are still not enrolled in schools (UNESCO, 1996). Is it simply a
matter of alternative sources of funding or should there be greater emphasis on
community-based learning or on new forms of delivery through information technology
and the Internet? What experiments have been tried, or are being tried in different parts
of the world?
At the other end of the scale are the over 60s. Do they cease to learn because
they have come to the end of their formal working lives? According to a USAID
(1985) report the global population was due to rise by 76% between 1980 and 2000
but those over 60 years would rise by 160%. In the High Income Countries (HICs) the
over 60s would rise by 73% but in the LDCs by over 230%. Breaking this down by
region the increase in the over 60s would be 500% in Latin America and nearly
600% in Africa and South Asia. Not only are these figures staggering in themselves but
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they are likely to increase during the next few decades even more dramatically (UN,
1998) (Figure 1). The demographic increase will bring enormous pressures on govern-
ments across the globe in terms of pensions, healthcare and social services, let alone
education.
In what ways could comparative educationists help to suggest and pioneer new
approaches to education? New ways of funding education have been studied compara-
tively (Watson, 1991; Bray, 1996), but new ways of learning and teaching are growing
apace. Already there is a wide range of delivery systems for higher education courses
across the globe. It is possible for a South African or a Malaysian student with access
to a modem, a television screen and the Internet to enrol for a course in many American
universities without ever leaving his/her own country. The same is true vice versa. This
interface between education, technology and teaching/learning is bound to increase in the
years ahead (Orozco-Gomez, 1997; Schiefelbein, 1997). In many senses the real ways of
learning for the next generation may be through computer-related developments.
Likewise, if education for all is to mean anything it is not simply provision of basic
schooling for primary aged children. Nor is it simply related to gender issues. Education
for all must address the educational needs of the Third Age, the needs of the disabled
and the handicapped, as well as those of minority groups. It is these latter groups that
are so often marginalised in society, are ignored by governments and have not really
attracted the interest of comparativists, yet how they are treated reveals the true nature
of many societies. A recent paper on how mentally retarded children have been treated
in Bengal over the past 150 years might be a catalyst for further research and debate
(Miles, 1998).
The future poses enormous problems, the consequences of which can hardly be
foreseen. The impressive study of Paul Kennedy (1993) on Preparing for the Twenty-
first Century is already out of date because of recent developments in Asia and Russia.
Nevertheless the future also presents great challenges for all those involved in education.
Comparativists in particular should be prepared to respond to some of these challenges.
This paper has taken a broad look at 'why' there needs to be a reconceptualisation of
the role and purposes of comparative and international education. The 'hows' of
developing comparative research and 'what' areas should be researched will be devel-
oped elsewhere in this issue.
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