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Session Overview
Session
99 ERC SES 05 C: Inclusive Education
Time:
Monday, 21/Aug/2023:
3:30pm - 5:00pm

Session Chair: Muriel Epstein
Location: James McCune Smith, 745 [Floor 7]

Capacity: 162 persons

Paper Session

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Presentations
99. Emerging Researchers' Group (for presentation at Emerging Researchers' Conference)
Paper

What Influences and How Inclusive Education Policies Are Formulated in Portugal?

Ana Carvalho, Ariana Cosme, Amélia Veiga

CIIE-FPCEUP, Portugal

Presenting Author: Carvalho, Ana

The democratisation of education has triggered new educational issues related to the advocacy of a school promoting equal opportunities and social justice. The need for education systems to guarantee access and success for all students has put education at the centre of the political and economic space. Thus, there are several political texts that, in the last decades, produce meanings and guidelines for the design of more inclusive educational systems. This has contributed to inclusive education becoming a nominally accepted concept (Nilholm, 2006) and to its assertion as in a global political vision (Pijl, Meijer and Hegarthy, 1997). In Portugal, the Legal Framework for Inclusive Education (decree-law 54/2018, of 6 July) established for the first time in the same legal normative, measures to support learning and inclusion (MSAI) for all students and reinforced the participation of the educational community (teachers, students, guardians and external stakeholders from local communities) for its implementation. This Decree-Law established formal moments for such participation and provided guidelines to create conditions for schools to affirm themselves as more politically democratic contexts (Trindade & Cosme, 2010) in which inclusive education is seen as a purpose for the whole community. Despite the potential changes that this text seems to point towards a more inclusive education policy, we assume that the process of implementation of education policies departs from the social engineering model in which the policy text determines the practices and effects (Stoer and Magalhaes, 2005). In this way we are arguing that the implementation of an educational policy is a process of meaning construction (Spillane, 2004). Having this as a reference, we mobilised for the research the theoretical-methodological approach of the Policy Cycle of Stephen Ball (1994), which assumes the characterisation of the investigated policy with the discussion of historical, legislative, discursive and political-ideological aspects (Ball, Maguire and Braun, 2012) from five contexts: context of influence, context of text production, context of practice, context of effects, and the context of political strategy. This critical and post-structuralist approach refuses the idea that structure is what will define policy and the political process; on the contrary, it argues that policy emerges from the priorities of different interest groups and their network governance (Veiga, 2012) and that it develops with the participation and interaction of groups of people who construct and constitute reality. Thus, according to this approach, the origin of policies is not circumscribed to an isolated moment or to one of the contexts of the policy cycle. In this paper we propose to explore the contexts of influence and text production of the inclusive education policy embodied in decree-law 54/2018, identifying its conditions of production (Pêcheux, 1993), i.e., the influences that collaborated to its placement on the agenda. To access these contexts of the cycle of inclusive education policy we analysed international and national texts, such as declarations, conventions, studies, opinions, reports and legal texts. The research questions that guided this analysis and that we intend to answer in this proposal are: What are the organisations that guide inclusive education policies? What are the ideas that underpin inclusive education policies?


Methodology, Methods, Research Instruments or Sources Used
To answer the questions listed, we need to know and understand the context of the influence of current inclusive education policies in Portugal. To this end we resorted to documentary analysis of inter/national reference texts that the Directorate General for Education (DGE) identifies on its website as guiding inclusive education policies. We justify this option by the competences of this central state service, such as "ensure the implementation of policies (...) of pre-school education, basic and secondary education and extra-school education, provide technical support to its formulation and monitor and evaluate its implementation" (Article 12, DL 266-g/2012). Subsequently, we collected other texts that are referenced in these texts indicated by the DGE and that we considered relevant to answer the questions posed. We followed the criterion of selecting documents published until 2018, the year of publication of the legal text DL 54/2018, which assumes central importance in this investigation. The documentary corpus includes international and national texts. Fifty-three international texts were analyzed, such as declarations, conventions, studies, opinions and reports, published between 1948 and 2018, by the following organisations: United Nations (UN); United Nations Educational, Scientific and Cultural Organization (UNESCO); Organisation for Economic Cooperation and Development (OECD); World Health Organization (WHO); European Commission (EC); Commission of the European Communities (CCE); Council of the European Union (CUE); World Bank (WB); European Agency for Development in Special Needs Education (EADSNE); European Agency for Special Needs and Inclusive Education (EASNIE); Centre for Studies on Inclusive Education (CSIE); and the United Nations Children's Fund (UNICEF). Twenty-six national texts were analyzed, such as declarations, recommendations, opinions and legal texts, published between 1986 and 2018, by the following organizations: Ministry of Education (ME), Directorate-General of Education (DGE), National Education Council (CNE) and National Association of Special Education Teachers (ANDEE). All documents were analysed using the thematic analysis method in Braun and Clarke's (2006) approach; and we used the NVivo program (Zamawe, 2015; Allsope et al, 2022) to organise the data. Thematic analysis, as it does not require initial coding, gives the researcher a particularly relevant place in the way he apprehends and considers information. We understand that the choice of this path allowed a free, in-depth and complex search on the data that resulted in a vast record of notes on patterns and discourses that possibly would not have been identified and analyzed with another methodological possibility.
Conclusions, Expected Outcomes or Findings
The thematic analysis resulted in 4 main themes that support inclusive education policies: diversity, equity, autonomy, participation. Increasing the diversity of the school population triggers global measures for equity, which rely on local autonomy and multi-stakeholder participation for their enactment (Ball, Maguire & Braun, 2012). The findings suggest that international organizations (e.g. UNESCO, OECD, WB, EASNIE) with different goals and priorities produce different, sometimes contradictory, meanings that feed into inclusive education policies. In the four themes we identified elements that refer to the idea of education as a public good (in the emphasis of the right to quality and inclusive education) and as a private good (in the emphasis of the relevance of choices, individualization and efficiency). In national texts (e.g. CNE and DGE) we identified elements of these ideals, verifying coordinated discursive communications (Schimdt, 2008) and an incorporation of supranational procedures (Nóvoa & Lawn, 2002). The theme of diversity is related to the recognition of different vulnerable groups excluded from the educational systems, being common to all organizations the reference to people with special educational needs, which seems to derive from the genealogical relationship of inclusive education-special education. In the affirmation that the education of all people is of equal importance and the need for greater investment by states in education to include everyone (per se, indicator of included and excluded), ideas of equality, justice and economic sustainability for nations collaborate, particular visions in which equity is fostered. The realization of principles of decentralization, freedom of decision, collective construction of curricula, leadership, and optimization of resources, constitute the semantic field of autonomy. Finally, the cooperation of external stakeholders, and the increased accountability of teachers, families, and the students themselves, support the issue of participation as one of the key factors in the development of inclusive education policy in Portugal.
References
Allsop, D.; Chelladurai, J.; Kimball, E.; Marks, L.; Hendricks, J. (2022). Qualitative Methods with Nvivo Software: A Practical Guide for Analyzing Qualitative Data. Psych, 4, 142–159. https:// doi.org/10.3390/psych4020013
Ball, S. (1994). Educational reform: A critical and post-structural approach. Open University Press.
Ball, S., Maguire, M. & Braun, A. (2012). How schools do policy: policy enactments in secondary schools. Routledge.
Braun, Virginia & Clarke, Victoria (2006). Using thematic analysis in psychology. Qualitative Research in Psychology, 3 (2). pp. 77-101. ISSN 1478-0887
Nilholm, Claes (2006) Special education, inclusion and democracy, European Journal of Special Needs Education, 21:4, 431-445, DOI: 10.1080/08856250600957905
Nóvoa, António & Lawn, Martin (2002). Fabricating Europe: The Formation of an Education Space. Dordrecht: Kluwer Academic Publishers.
Pijl, Sip Jan, Meijer, Cor & Hegarthy, Seamus (1997). Inclusive Education: A global agenda. London, United Kingdom: Routledge
Schmidt V. A. (2008) Discursive institutionalism: The explanatory power of ideas and discourse. Annual Review of Political Science 11: 303–326.
Spillane, J. (2004). Standards deviation: How schools misunderstand education policy. Harvard University Press.
Stoer, S., & Magalhães, A. (2005). A Diferença Somos Nós – A Gestão da Mudança Social e as Políticas Educativas e Sociais. Edições Afrontamento
Trindade, R., & Cosme, A. (2010) Educar e Aprender na Escola - Questões, desafios e respostas pedagógicas. Fundação Manuel Leão.
Veiga, Amélia (2012). Bologna 2010. The Moment of Truth?. European Journal of Education, Vol. 47, No. 3
Zamawe, C. (2015). The implication of using NVivo software in qualitative data analysis: Evidence-based reflections. Malawi Medical Journal, 27(1), 13. https://doi.org/10.4314/mmj.v27i1.4


99. Emerging Researchers' Group (for presentation at Emerging Researchers' Conference)
Paper

Investigating Classroom Inclusion with Social Network Analysis

Ellen Frank Delgado

University of Edinburgh, United Kingdom

Presenting Author: Frank Delgado, Ellen

As outright discrimination has largely transformed into covert inequities, “discrimination [has] moved underground” (Massey, 2007). Institutions are increasingly interested in fostering diversity and inclusion [D&I] to counteract these inequities (Brimhall et al., 2017). Although frequently linked, diversity and inclusion are distinct (Mor Barak et al., 2015). Measuring the impact of D&I interventions on diversity involves monitoring workplace demographics. Measuring inclusion is less straightforward (Sherbin & Rashid, 2017). Researchers fail to agree on a single construct of inclusion and lack evidence to do so (Shore et al., 2011). Yet, defining and measuring inclusion is critical in the studying of how social stratification is localised in different contexts, such as in education.

Researchers usually define inclusion as perceptions of uniqueness and belongingness, or alternatively, as participation and contribution. Theories borrowed from social psychology explain how individuals will unconsciously sort themselves into groups based on commonalities, such as gender or race, while group membership influences how they perceive others (Tajfel & Turner, 1986). Individuals must feel a sense of belongingness in their groups, while also being sufficiently recognised for their unique characteristics (Shore et al., 2011). These social psychology theories could explain how individuals’ framing of themselves and others manifest into group dynamics. Therefore, social psychology could provide an explanation for patterns of student interaction within a given classroom.

Yet, a purely social psychological framework of inclusion overlooks how inclusion exists beyond individuals’ sentiments. Instead, Roberson (2006) defines inclusion as “the removal of obstacles to the full participation and contribution of [people] in organisations”. This version of inclusion highlights how in- and out-group dynamics dictate who is trusted, who is communicated with, and ultimately, who is embedded in social and collaboration networks (Ridgeway, 2011). Conventional inclusion surveys effectively measure inclusion as uniqueness and belongingness as Shore et al. (2011) defines it, but fail to appropriately measure inclusion in terms of participation and contribution.

To solve this methodological gap in the literature, this research borrows methodologies from the field of data science to revitalise inclusion research, using one university as a case study. The participating university was an elite public higher education institution. It prides itself on the usual interests of most historically white, high-ranking, and well-funded 21st century educational institutions: being research-driven, global, future-oriented, and a leader in higher education and learning. As such, in September 2022, one school at the institution implemented mandatory inclusion training for all tutors. The training had three main goals: to increase awareness and knowledge of what constitutes equality, diversity, and inclusion; to teach tutors tangible ways to alter behaviours to foster inclusion; and to provide a space for tutors to learn from each other to further develop inclusive teaching practices. The study and this resulting paper are a showcase of how one computational social science method, social network analysis, can help measure and analyse inclusion, as participation and contribution, in educational settings. Only a few studies to date have used social network analysis to research patterns of inclusion, such as Karimi & Matous (2018), Collins & Steffen-Fluhr (2019), and Hardcastle et al. (2019). None have employed mixed-methods of social network analysis, survey analysis, and demographic analysis. This innovative mixed-methods, but largely computational, approach is the focus of this paper as it allows educational researchers to monitor changes in students’ experiences of inclusion. A secondary benefit of this method is that it provides evidence, or lack thereof, for D&I interventions as they are implemented. Therefore, using social network analysis to measure inclusion helps ensure all students, regardless of identity, succeed in their education.


Methodology, Methods, Research Instruments or Sources Used
This research occurred at the participating higher education institution from September through December 2022. All tutors part of the one school completed a mandatory “Fostering Inclusion in Tutorials” training, which was co-developed by this proposal’s researcher and a working group of three other postgraduate tutors. The working group was supervised by the school's teaching and student development officer to ensure the training had subject matter expertise and relevant institutional knowledge. The training was facilitated during the first week of the term, but prior to the commencement of courses.

After training implementation, data collection occurred in tutorials for one introductory first-year course. Two tutorials were recorded three times throughout the term to capture classroom dialogue. Students and tutors were also asked to complete an inclusion survey twice during the term. The inclusion survey was an adaptation of the Mor Barak Inclusion-Exclusion Scale survey to measure perceptions of inclusion constructed as perceptions of uniqueness and belongingness. It also included demographic questions such as race, disability, gender, etc. The same data collection occurred for one similar first-year course in another school where tutors underwent another inclusion training to provide a comparative lens. One tutorial from this course was therefore also recorded three times throughout the term to capture classroom dialogue.

For data analysis, social network analysis with demographic information was used to capture the changes in contribution and participation of students, thus analysing tutorial discussion dynamics. Organisational network analysis’s ability to monitor the ebbs and flows of communication to and from marginalised groups is crucial in understanding how inclusion shifts to redistribute power (Helgesen, 1995). With that, data focused on the quantity of communication and who spoke to who. The igraph R package created visualisations of communication reflecting how the communication network changed throughout the term.  Other metrics investigated included items such as the number of interruptions that occured from majority to historically marginalised students, and speaking time of students. Together with the inclusion surveys, social network analysis reveals how inclusion shifted throughout the term. Furthermore, the inclusion surveys administered allowed for the nuances in inclusion and exclusion processes to be explored.

Conclusions, Expected Outcomes or Findings
This presentation will discuss some findings from the student inclusion surveys, but its focus will be on the study’s observational network visualisation data. This session will thus demonstrate how social network analysis may be used to measure inclusion in the classroom in terms of participation and contribution. By the end of this session, educational researchers will understand how social network analysis presents an innovative methodological addition to equality, diversity, and inclusion discourse.

At a high-level, the results indicate that the training interventions did not universally lead to students experiencing high perceived levels of inclusion and high levels of contribution and participation. While the interventions hoped to prompt behavioural changes in tutors to propel their students with marginalised identities to become more deeply embedded in class discussions, this was not the case. Even so, the results show how social network analysis with inclusion survey and demographic data can reveal otherwise covert patterns of inclusion and exclusion. In particular, patterns of racial exclusion at the higher education institution will be discussed. Therefore, this study sets the groundwork for further implementing social network analysis to investigate inclusion levels in other areas of student life. It will also allow universities to understand if certain identity groups beyond historically marginalised racial groups have lower levels of inclusion in the classroom. Ultimately, the hope is that these methods will help education researchers better understand what students need to be successful.

References
Brimhall, K. C., Mor Barak, M. E., Hurlburt, M., McArdle, J. J., Palinkas, L., & Henwood, B. (2017). Increasing Workplace Inclusion: The Promise of Leader-Member Exchange. Human Service Organizations: Management, Leadership & Governance, 41(3), 222–239.

Collins, R., & Steffen-Fluhr, N. (2019). Hidden patterns: Using social network analysis to track career trajectories of women STEM faculty. Equality, Diversity and Inclusion: An International Journal, 38(2), 265–282. https://doi.org/10.1108/EDI-09-2017-0183

Hardcastle, V. G., Furst-Holloway, S., Kallen, R., & Jacquez, F. (2019). It’s Complicated: A Multi-Method Approach to Broadening Participation in STEM. Equality, Diversity and Inclusion: An International Journal, 38(3), 349–361.


Helgesen, S. (1995). The Web of Inclusion: Architecture for Building Great Organizations (1st ed.). Beard Books.

Karimi, F., & Matous, P. (2018). Mapping diversity and inclusion in student societies: A social network perspective. Computers in Human Behavior, 88, 184–194. https://doi.org/10.1016/j.chb.2018.07.001

Massey, D. S. (2007). Categorically Unequal: The American Stratification System. Russell Sage Foundation.

Mor Barak, M. E. (2015). Inclusion is the Key to Diversity Management, but What is Inclusion? Human Service Organizations: Management, Leadership & Governance, 39(2), 83–88.

Ridgeway, C. L. (2011). Framed by Gender: How Gender Inequality Persists in the Modern World. Oxford University Press.

Roberson, Q. M. (2006). Disentangling the Meanings of Diversity and Inclusion in Organizations. Group & Organization Management, 31(2), 212–236.

Sherbin, L., & Rashid, R. (2017). Diversity doesn’t stick without Inclusion. Harvard Business Review. https://hbr.org/2017/02/diversity-doesnt-stick-without inclusion

Shore, L. M., Randel, A. E., Chung, B. G., Dean, Michelle A., Ehrhard, K. H., & Singh, G. (2011). Inclusion and Diversity in Work Groups: A Review and Model for Future Research. Journal of Management, 37(4), 1262–1289.

Tajfel, H., & Turner, J. C. (1986). The Social Identity Theory of Intergroup Behavior. In Psychology of Intergroup Relations (pp. 7–24).


 
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